13F 机构持仓

UNIVEST FINANCIAL Corp

SOUDERTON PA · SEC CIK 0000102212

2026Q22026Q1 更早 9 个季度 🔒
$17.81亿2026Q1 申报市值
254持仓数
44.5%前十大占比 · 第一大 9.2%
5 / 8新建仓 / 清仓
申报市值走势$20.37亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

VXUS 9.2%
SPYM 7.8%
AAPL 5.1%
GOOGL 3.8%
MSFT 3.7%
SPAB 3.5%
NVDA 3.1%
AMZN 3.1%
IUSB 2.9%
AVGO 2.4%

2026Q1 买入最多 按季末市值估算

MGK 加仓+$1,119.74万
BR 新建仓+$822.73万
SPYM 加仓+$782.70万
MSFT 加仓+$764.77万
FICO 加仓+$736.59万

2026Q1 卖出最多 按季末市值估算

MDYG 减仓-$1,915.34万
SPAB 减仓-$1,687.57万
XLK 减仓-$1,023.19万
BIL 减仓-$868.53万
MU 减仓-$828.88万

2026Q1 持仓明细 点表头排序 · 每页 100 行

导出 CSV 🔒
代码名称市值 ▲占比股数变动股数变动估算买卖额操作
GE GE AEROSPACE $76.87万0.04%2,709 -35-1.3% -$9,932 减仓
— HONEYWELL INTL INC $78.31万0.04%3,465 -169-4.7% -$3.82万 减仓
A AGILENT TECHNOLOGIES INC $80.38万0.05%7,052 -2,171-23.5% -$24.75万 减仓
DGRO ISHARES TR $80.98万0.05%11,539 5725.2% $4.01万 加仓
CEG CONSTELLATION ENERGY CORP $85.12万0.05%3,048 20.1% $558 加仓
IYW ISHARES TR $89.51万0.05%4,934 -257-5.0% -$4.66万 减仓
XYL XYLEM INC $90.83万0.05%7,601 7,601— $90.83万 新建仓
EFX EQUIFAX INC $94.54万0.05%5,250 00.0% — 不变
ORCL ORACLE CORP $96.03万0.05%6,528 -174-2.6% -$2.56万 减仓
RTX RTX CORPORATION $98.24万0.06%5,093 2364.9% $4.55万 加仓
LOW LOWES COS INC $100.82万0.06%4,267 -10-0.2% -$2,363 减仓
VEA VANGUARD TAX-MANAGED FDS $108.94万0.06%17,000 1,4349.2% $9.19万 加仓
ROST ROSS STORES INC $113.28万0.06%5,229 00.0% — 不变
ROP ROPER TECHNOLOGIES INC $114.00万0.06%3,222 -8,926-73.5% -$315.82万 减仓
SPEM SPDR INDEX SHS FDS $114.29万0.06%24,364 5,46728.9% $25.65万 加仓
PWR QUANTA SVCS INC $114.75万0.06%2,090 00.0% — 不变
KMI KINDER MORGAN INC DEL $115.32万0.06%34,393 -775-2.2% -$2.60万 减仓
ETN EATON CORP PLC $116.67万0.07%3,262 30.1% $1,073 加仓
CINF CINCINNATI FINL CORP $123.02万0.07%7,818 -1,602-17.0% -$25.21万 减仓
MCO MOODYS CORP $124.33万0.07%2,850 2,850— $124.33万 新建仓
FAST FASTENAL CO $124.86万0.07%26,909 -142-0.5% -$6,589 减仓
XLY SELECT SECTOR SPDR TR $125.00万0.07%11,470 -31,723-73.4% -$345.72万 减仓
VNQ VANGUARD INDEX FDS $126.67万0.07%14,280 -31,642-68.9% -$280.67万 减仓
NSC NORFOLK SOUTHN CORP $131.27万0.07%4,574 801.8% $2.30万 加仓
SNA SNAP ON INC $134.14万0.08%3,693 1373.9% $4.98万 加仓
VZ VERIZON COMMUNICATIONS INC $134.75万0.08%26,842 3,57615.4% $17.95万 加仓
CMCSA COMCAST CORP NEW $135.48万0.08%47,189 20,55377.2% $59.01万 加仓
XLF SELECT SECTOR SPDR TR $137.28万0.08%27,806 -20,284-42.2% -$100.14万 减仓
IEFA ISHARES TR $137.61万0.08%15,201 -2,575-14.5% -$23.31万 减仓
XLC SELECT SECTOR SPDR TR $138.47万0.08%12,490 -8,473-40.4% -$93.93万 减仓
— DIMENSIONAL ETF TRUST $139.18万0.08%35,817 -978-2.7% -$3.80万 减仓
BRK/A BERKSHIRE HATHAWAY INC DEL $143.63万0.08%2 00.0% — 不变
INGR INGREDION INC $146.47万0.08%13,001 2,66125.7% $29.98万 加仓
BIL SPDR SERIES TRUST $150.10万0.08%16,380 -94,779-85.3% -$868.53万 减仓
ABBV ABBVIE INC $150.87万0.08%6,937 -223-3.1% -$4.85万 减仓
WEC WEC ENERGY GROUP INC $156.97万0.09%13,559 2,10818.4% $24.40万 加仓
ETR ENTERGY CORP NEW $162.70万0.09%14,480 -337-2.3% -$3.79万 减仓
WSO WATSCO INC $165.12万0.09%4,539 1784.1% $6.48万 加仓
CVX CHEVRON CORPORATION $168.17万0.09%8,128 -63-0.8% -$1.30万 减仓
COP CONOCOPHILLIPS $168.51万0.09%12,766 3703.0% $4.88万 加仓
DT DYNATRACE INC $181.24万0.10%49,010 21,04475.2% $77.82万 加仓
SSNC SS&C TECH HLDGS $185.74万0.10%27,488 -112,427-80.4% -$759.68万 减仓
QQQ INVESCO QQQ TR $189.02万0.11%3,275 -545-14.3% -$31.46万 减仓
EFV ISHARES TR $192.81万0.11%25,932 -70-0.3% -$5,205 减仓
XLP SELECT SECTOR SPDR TR $195.86万0.11%23,892 -52,972-68.9% -$434.26万 减仓
PLD PROLOGIS INC. $198.10万0.11%14,987 -1,580-9.5% -$20.88万 减仓
XLV SELECT SECTOR SPDR TR $199.67万0.11%13,619 -44,444-76.5% -$651.60万 减仓
MET METLIFE INC $204.01万0.11%28,848 -1,192-4.0% -$8.43万 减仓
BMY BRISTOL-MYERS SQUIBB CO $207.45万0.12%34,205 520.2% $3,154 加仓
CRH CRH PLC $212.34万0.12%20,200 -3,044-13.1% -$32.00万 减仓
RMD RESMED INC $224.35万0.13%9,994 8769.6% $19.66万 加仓
POOL POOL CORP $235.05万0.13%11,617 -9,006-43.7% -$182.22万 减仓
ADI ANALOG DEVICES INC $238.56万0.13%7,498 -907-10.8% -$28.86万 减仓
SLYG SPDR SERIES TRUST $246.58万0.14%25,521 3,27114.7% $31.60万 加仓
TSLA TESLA INC $248.37万0.14%6,681 1642.5% $6.10万 加仓
BRK/B BERKSHIRE HATHAWAY INC DEL $255.51万0.14%5,332 -58-1.1% -$2.78万 减仓
CME CME GROUP INC $256.45万0.14%8,683 320.4% $9,451 加仓
INTU INTUIT $258.35万0.15%5,975 2,70782.8% $117.05万 加仓
IVV ISHARES TR $258.67万0.15%3,960 -375-8.7% -$24.50万 减仓
SLYV SPDR SERIES TRUST $259.97万0.15%27,486 -992-3.5% -$9.38万 减仓
NFLX NETFLIX INC. $262.63万0.15%27,315 1280.5% $1.23万 加仓
IJR ISHARES TR $267.37万0.15%21,508 -90-0.4% -$1.12万 减仓
IJH ISHARES TR $274.50万0.15%40,648 -472-1.1% -$3.19万 减仓
CAT CATERPILLAR INC $286.64万0.16%4,046 -91-2.2% -$6.45万 减仓
NOW SERVICENOW INC $286.87万0.16%27,439 7,48637.5% $78.27万 加仓
ABNB AIRBNB INC $286.88万0.16%22,718 2,50112.4% $31.58万 加仓
VUG VANGUARD INDEX FDS $297.10万0.17%6,802 811.2% $3.54万 加仓
BX BLACKSTONE INC $299.83万0.17%26,075 2,1909.2% $25.18万 加仓
MRK MERCK & CO INC $301.20万0.17%25,039 -1,386-5.2% -$16.67万 减仓
WM WASTE MGMT INC DEL $301.73万0.17%13,131 -538-3.9% -$12.36万 减仓
VOE VANGUARD INDEX FDS $301.74万0.17%16,374 2,42117.4% $44.61万 加仓
ABT ABBOTT LABORATORIES $301.82万0.17%29,397 5,86324.9% $60.20万 加仓
GLW CORNING INC $304.67万0.17%22,407 -6,047-21.3% -$82.22万 减仓
MRSH MARSH & MCLENNAN COS INC $307.55万0.17%17,731 3,06320.9% $53.13万 加仓
UNP UNION PAC CORP $308.95万0.17%12,734 -1,149-8.3% -$27.88万 减仓
VRTX VERTEX PHARMACEUTICALS INC $315.39万0.18%7,063 96615.8% $43.14万 加仓
BNDX VANGUARD CHARLOTTE FDS $330.45万0.19%68,772 10,09517.2% $48.51万 加仓
PG PROCTER & GAMBLE CO $330.45万0.19%22,878 -783-3.3% -$11.31万 减仓
VTEB VANGUARD MUN BD FDS $343.44万0.19%68,839 -16,238-19.1% -$81.01万 减仓
CSCO CISCO SYS INC $357.32万0.20%46,052 -344-0.7% -$2.67万 减仓
SPY STATE STR SPDR S&P 500 ETF T $368.90万0.21%5,672 -363-6.0% -$23.61万 减仓
IDXX IDEXX LABS INC $370.29万0.21%6,590 1261.9% $7.08万 加仓
EXLS EXLSERVICE HLDGS INC $383.95万0.22%126,092 27,09127.4% $82.49万 加仓
SPDW SPDR INDEX SHS FDS $385.83万0.22%84,519 4,7275.9% $21.58万 加仓
DAR DARLING INGREDIENTS INC $397.36万0.22%64,246 -14,705-18.6% -$90.95万 减仓
TDG TRANSDIGM GROUP INC $406.11万0.23%3,504 1203.5% $13.91万 加仓
MBB ISHARES TR $406.45万0.23%42,806 5,01813.3% $47.65万 加仓
ISRG INTUITIVE SURGICAL INC $423.19万0.24%9,180 6387.5% $29.41万 加仓
JNK SPDR SERIES TRUST $424.64万0.24%44,363 6,60117.5% $63.18万 加仓
XLK SELECT SECTOR SPDR TR $431.98万0.24%32,504 -76,989-70.3% -$1,023.19万 减仓
AMGN AMGEN INC $442.24万0.25%12,569 -613-4.7% -$21.57万 减仓
PEP PEPSICO INC $442.73万0.25%28,510 -1,236-4.2% -$19.19万 减仓
MCD MCDONALDS CORP $443.15万0.25%14,259 1,0237.7% $31.79万 加仓
MNST MONSTER BEVERAGE CORP NEW $454.34万0.26%62,702 -6,265-9.1% -$45.40万 减仓
PH PARKER-HANNIFIN CORP $469.37万0.26%5,243 -570-9.8% -$51.03万 减仓
FTNT FORTINET INC $484.79万0.27%59,323 5,1609.5% $42.17万 加仓
SPSM SPDR SERIES TRUST $498.68万0.28%103,204 -166,102-61.7% -$802.61万 减仓
LMT LOCKHEED MARTIN CORP $509.45万0.29%8,429 -1,560-15.6% -$94.29万 减仓
UBER UBER TECHNOLOGIES INC $528.79万0.30%73,514 9,55414.9% $68.72万 加仓
— EXXON MOBIL CORP $549.32万0.31%32,378 -3,565-9.9% -$60.48万 减仓