13F 机构持仓

UNIVEST FINANCIAL Corp

SOUDERTON PA · SEC CIK 0000102212

2026Q22026Q1 更早 9 个季度 🔒
$20.37亿2026Q2 申报市值
275持仓数
45.4%前十大占比 · 第一大 9.0%
24 / 5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 9.0%
SPYM 7.9%
AAPL 5.1%
GOOGL 4.2%
MU 3.5%
MSFT 3.4%
NVDA 3.2%
AMZN 3.2%
SPAB 2.9%
IUSB 2.9%

2026Q2 买入最多 按季末市值估算

IUSB 加仓+$818.96万
NVDA 加仓+$281.97万
MSFT 加仓+$270.03万
FICO 加仓+$266.91万
SPYM 加仓+$224.83万

2026Q2 卖出最多 按季末市值估算

MDYG 减仓-$676.66万
SPSM 减仓-$510.84万
MU 减仓-$332.09万
AMAT 减仓-$241.48万
POOL 清仓-$235.05万

2026Q2 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
MO ALTRIA GROUP INC $69.95万0.03%9,722 -462-4.5% -$3.32万 减仓
PPL PPL CORP $70.99万0.03%19,529 -154-0.8% -$5,598 减仓
SSNC SS&C TECH HLDGS $72.34万0.04%11,658 -15,830-57.6% -$98.22万 减仓
DHI D R HORTON INC $72.44万0.04%4,447 -232-5.0% -$3.78万 减仓
GEV GE VERNOVA INC $73.43万0.04%625 -40-6.0% -$4.70万 减仓
VGSH VANGUARD SCOTTSDALE FDS $74.28万0.04%12,763 00.0% — 不变
IWP ISHARES TR $74.30万0.04%5,075 40.1% $586 加仓
CEG CONSTELLATION ENERGY CORP $75.41万0.04%3,036 -12-0.4% -$2,980 减仓
LIN LINDE PLC $75.97万0.04%1,464 130.9% $6,746 加仓
KO COCA COLA CO $76.69万0.04%9,437 -101-1.1% -$8,208 减仓
PNC PNC FINL SVCS GROUP INC $80.57万0.04%3,272 2237.3% $5.49万 加仓
EFG ISHARES TR $82.82万0.04%6,657 320.5% $3,981 加仓
EFX EQUIFAX INC $83.33万0.04%5,250 00.0% — 不变
SPSM SPDR SERIES TRUST $84.35万0.04%14,626 -88,578-85.8% -$510.84万 减仓
DGRO ISHARES TR $87.73万0.04%11,576 370.3% $2,804 加仓
WSFS WSFS FINL CORP $89.13万0.04%11,616 00.0% — 不变
XYL XYLEM INC $93.05万0.05%7,872 2713.6% $3.20万 加仓
LOW LOWES COS INC $93.99万0.05%4,263 -4-0.1% -$882 减仓
VGT VANGUARD WORLD FD $94.76万0.05%7,928 00.0% — 不变
A AGILENT TECHNOLOGIES INC $94.91万0.05%7,145 931.3% $1.24万 加仓
ORCL ORACLE CORP $97.08万0.05%6,625 971.5% $1.42万 加仓
GE GE AEROSPACE $98.55万0.05%2,637 -72-2.7% -$2.69万 减仓
XLI SELECT SECTOR SPDR TR $99.02万0.05%5,346 2,39581.2% $44.36万 加仓
BIL SPDR SERIES TRUST $100.00万0.05%10,912 -5,468-33.4% -$50.11万 减仓
IWR ISHARES TR $100.18万0.05%9,081 1,74923.9% $19.29万 加仓
IBM INTERNATIONAL BUSINESS MACHS $100.54万0.05%3,575 1,01639.7% $28.57万 加仓
CMCSA COMCAST CORP NEW $100.99万0.05%41,138 -6,051-12.8% -$14.86万 减仓
XLY SELECT SECTOR SPDR TR $109.98万0.05%9,377 -2,093-18.2% -$24.55万 减仓
XLC SELECT SECTOR SPDR TR $110.04万0.05%10,272 -2,218-17.8% -$23.76万 减仓
VZ VERIZON COMMUNICATIONS INC $110.56万0.05%26,113 -729-2.7% -$3.09万 减仓
KMI KINDER MORGAN INC DEL $113.42万0.06%35,478 1,0853.2% $3.47万 加仓
LRCX LAM RESEARCH CORP $114.01万0.06%2,631 88450.6% $38.31万 加仓
VNQ VANGUARD INDEX FDS $120.03万0.06%12,447 -1,833-12.8% -$17.68万 减仓
VEA VANGUARD TAX-MANAGED FDS $122.61万0.06%17,208 2081.2% $1.48万 加仓
IYW ISHARES TR $124.45万0.06%4,934 00.0% — 不变
XLF SELECT SECTOR SPDR TR $124.71万0.06%23,262 -4,544-16.3% -$24.36万 减仓
RTX RTX CORPORATION $125.15万0.06%6,596 1,50329.5% $28.52万 加仓
FDXF FEDEX FGHT HLDG CO INC $127.16万0.06%8,421 8,421— $127.16万 新建仓
FAST FASTENAL CO $128.11万0.06%26,673 -236-0.9% -$1.13万 减仓
INGR INGREDION INC $131.45万0.06%13,879 8786.8% $8.32万 加仓
AMD ADVANCED MICRO DEVICES INC $133.84万0.07%2,304 1,01979.3% $59.19万 加仓
COP CONOCOPHILLIPS $134.77万0.07%12,964 1981.6% $2.06万 加仓
CINF CINCINNATI FINL CORP $137.47万0.07%7,425 -393-5.0% -$7.28万 减仓
ETN EATON CORP PLC $139.13万0.07%3,265 30.1% $1,278 加仓
MCO MOODYS CORP $139.45万0.07%3,079 2298.0% $10.37万 加仓
SPEM SPDR INDEX SHS FDS $139.67万0.07%26,974 2,61010.7% $13.51万 加仓
NSC NORFOLK SOUTHN CORP $145.75万0.07%4,633 591.3% $1.86万 加仓
IEFA ISHARES TR $146.37万0.07%15,155 -46-0.3% -$4,443 减仓
CVX CHEVRON CORPORATION $146.92万0.07%8,864 7369.1% $12.20万 加仓
ROST ROSS STORES INC $147.76万0.07%6,942 1,71332.8% $36.46万 加仓
BRK/A BERKSHIRE HATHAWAY INC DEL $149.77万0.07%2 00.0% — 不变
PWR QUANTA SVCS INC $150.49万0.07%2,090 00.0% — 不变
SNA SNAP ON INC $154.20万0.08%3,832 1393.8% $5.59万 加仓
— DIMENSIONAL ETF TRUST $156.32万0.08%35,238 -579-1.6% -$2.57万 减仓
WEC WEC ENERGY GROUP INC $160.51万0.08%13,746 1871.4% $2.18万 加仓
ETR ENTERGY CORP NEW $167.10万0.08%14,548 680.5% $7,811 加仓
INTC INTEL CORP $168.95万0.08%12,100 2,56226.9% $35.77万 加仓
ABBV ABBVIE INC $172.78万0.08%6,866 -71-1.0% -$1.79万 减仓
XLP SELECT SECTOR SPDR TR $177.44万0.09%21,360 -2,532-10.6% -$21.03万 减仓
CME CME GROUP INC $182.49万0.09%8,264 -419-4.8% -$9.25万 减仓
WSO WATSCO INC $191.73万0.09%4,601 621.4% $2.58万 加仓
QQQ INVESCO QQQ TR $191.82万0.09%2,605 -670-20.5% -$49.34万 减仓
BMY BRISTOL-MYERS SQUIBB CO $196.92万0.10%34,176 -29-0.1% -$1,671 减仓
EFV ISHARES TR $199.19万0.10%26,021 890.3% $6,813 加仓
NFLX NETFLIX INC. $199.76万0.10%27,978 6632.4% $4.73万 加仓
PLD PROLOGIS INC. $210.11万0.10%15,510 5233.5% $7.08万 加仓
CRH CRH PLC $227.79万0.11%21,289 1,0895.4% $11.65万 加仓
XLV SELECT SECTOR SPDR TR $232.77万0.11%14,671 1,0527.7% $16.69万 加仓
INTU INTUIT $241.35万0.12%9,247 3,27254.8% $85.40万 加仓
RMD RESMED INC $250.34万0.12%12,846 2,85228.5% $55.58万 加仓
MET METLIFE INC $251.64万0.12%29,741 8933.1% $7.56万 加仓
ABT ABBOTT LABORATORIES $265.39万0.13%29,247 -150-0.5% -$1.36万 减仓
BRK/B BERKSHIRE HATHAWAY INC DEL $270.26万0.13%5,401 691.3% $3.45万 加仓
IJR ISHARES TR $282.92万0.14%19,076 -2,432-11.3% -$36.07万 减仓
MRSH MARSH & MCLENNAN COS INC $288.20万0.14%17,291 -440-2.5% -$7.33万 减仓
TSLA TESLA INC $290.55万0.14%6,908 2273.4% $9.55万 加仓
IJH ISHARES TR $297.72万0.15%38,610 -2,038-5.0% -$15.71万 减仓
DT DYNATRACE INC $297.88万0.15%67,839 18,82938.4% $82.68万 加仓
ADI ANALOG DEVICES INC $300.76万0.15%7,573 751.0% $2.98万 加仓
WM WASTE MGMT INC DEL $302.21万0.15%13,559 4283.3% $9.54万 加仓
MRK MERCK & CO INC $316.24万0.16%24,610 -429-1.7% -$5.51万 减仓
DAR DARLING INGREDIENTS INC $335.57万0.16%61,438 -2,808-4.4% -$15.34万 减仓
VUG VANGUARD INDEX FDS $340.66万0.17%39,547 -1,265-3.1% -$10.90万 减仓
UNP UNION PAC CORP $344.26万0.17%12,657 -77-0.6% -$2.09万 减仓
SLYV SPDR SERIES TRUST $345.19万0.17%31,636 4,15015.1% $45.28万 加仓
PG PROCTER & GAMBLE CO $347.77万0.17%23,716 8383.7% $12.29万 加仓
VOE VANGUARD INDEX FDS $356.06万0.17%18,019 1,64510.0% $32.51万 加仓
BX BLACKSTONE INC $357.71万0.18%30,399 4,32416.6% $50.88万 加仓
SLYG SPDR SERIES TRUST $362.67万0.18%30,443 4,92219.3% $58.64万 加仓
ACN ACCENTURE PLC IRELAND $372.28万0.18%29,916 -269-0.9% -$3.35万 减仓
ZTS ZOETIS INC $372.70万0.18%51,865 -630-1.2% -$4.53万 减仓
BNDX VANGUARD CHARLOTTE FDS $377.64万0.19%77,977 9,20513.4% $44.58万 加仓
VTEB VANGUARD MUN BD FDS $381.89万0.19%75,502 6,6639.7% $33.70万 加仓
PEP PEPSICO INC $382.13万0.19%28,223 -287-1.0% -$3.89万 减仓
NOW SERVICENOW INC $385.30万0.19%38,809 11,37041.4% $112.88万 加仓
MCD MCDONALDS CORP $396.06万0.19%14,652 3932.8% $10.62万 加仓
ABNB AIRBNB INC $415.18万0.20%29,013 6,29527.7% $90.08万 加仓
SPY STATE STR SPDR S&P 500 ETF T $415.54万0.20%5,565 -107-1.9% -$7.99万 减仓
CAT CATERPILLAR INC $419.46万0.21%3,939 -107-2.6% -$11.39万 减仓
IDXX IDEXX LABS INC $425.15万0.21%8,076 1,48622.5% $78.23万 加仓