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
ECL ECOLAB INC $562.58万0.32%21,148 -52-0.2% -$1.38万 减仓
WMT WALMART INC $563.60万0.32%45,350 1170.3% $1.45万 加仓
HD HOME DEPOT INC $564.78万0.32%17,172 -1,030-5.7% -$33.88万 减仓
TD TORONTO DOMINION BK ONT $566.00万0.32%60,658 -124-0.2% -$1.16万 减仓
ICE INTERCONTINENTAL EXCHANGE IN $579.55万0.33%36,848 2,7688.1% $43.54万 加仓
EQIX EQUINIX INC $579.81万0.33%5,915 83616.5% $81.95万 加仓
ACN ACCENTURE PLC IRELAND $598.55万0.34%30,185 11,43661.0% $226.77万 加仓
ZTS ZOETIS INC $620.54万0.35%52,495 22,11172.8% $261.37万 加仓
CASY CASEYS GEN STORES INC $635.52万0.36%8,731 -525-5.7% -$38.21万 减仓
MA MASTERCARD INCORPORATED $638.66万0.36%12,782 1,48513.1% $74.20万 加仓
ADBE ADOBE INC $653.76万0.37%26,895 14,893124.1% $362.02万 加仓
EME EMCOR GROUP INC $655.45万0.37%8,878 -735-7.6% -$54.26万 减仓
ANET ARISTA NETWORKS INC $704.55万0.40%57,383 -1,076-1.8% -$13.21万 减仓
GOOG ALPHABET INC $745.96万0.42%26,004 -597-2.2% -$17.13万 减仓
BAC BANK AMERICA CORP $778.17万0.44%159,624 10,3596.9% $50.50万 加仓
ULTA ULTA BEAUTY INC $816.89万0.46%15,628 -1,528-8.9% -$79.87万 减仓
BR BROADRIDGE FINL SOLUTIONS IN $822.73万0.46%50,636 50,636— $822.73万 新建仓
SCHW SCHWAB CHARLES CORP $913.96万0.51%97,251 -19,499-16.7% -$183.25万 减仓
MDLZ MONDELEZ INTL INC $919.43万0.52%159,513 33,24226.3% $191.61万 加仓
VTI VANGUARD INDEX FDS $973.69万0.55%30,351 1,5065.2% $48.31万 加仓
SHW SHERWIN WILLIAMS CO $992.11万0.56%30,950 -4,736-13.3% -$151.81万 减仓
JPM JPMORGAN CHASE & CO $1,004.45万0.56%34,146 -2,628-7.1% -$77.31万 减仓
FDX FEDEX CORP $1,061.92万0.60%29,814 -7,045-19.1% -$250.93万 减仓
CRM SALESFORCE INC $1,095.30万0.62%58,676 13,20029.0% $246.40万 加仓
REGN REGENERON PHARMACEUTICALS $1,097.64万0.62%14,206 -5,194-26.8% -$401.32万 减仓
AMT AMERICAN TOWER CORP $1,124.23万0.63%65,143 20,58546.2% $355.25万 加仓
URI UNITED RENTALS INC $1,153.87万0.65%15,838 1,2578.6% $91.58万 加仓
MDYG SPDR SERIES TRUST $1,164.40万0.65%121,342 -199,598-62.2% -$1,915.34万 减仓
VTV VANGUARD INDEX FDS $1,205.66万0.68%61,450 7,45113.8% $146.19万 加仓
SNPS SYNOPSYS INC $1,211.72万0.68%30,562 15,837107.6% $627.91万 加仓
FICO FAIR ISAAC CORP $1,233.73万0.69%11,557 6,900148.2% $736.59万 加仓
AXP AMERICAN EXPRESS CO $1,261.95万0.71%41,720 4401.1% $13.31万 加仓
PM PHILIP MORRIS INTL INC $1,271.68万0.71%76,913 -5,213-6.3% -$86.19万 减仓
TEL TE CONNECTIVITY PLC $1,314.05万0.74%62,867 -3,158-4.8% -$66.01万 减仓
UNH UNITEDHEALTH GROUP INC $1,344.04万0.75%49,671 15,83746.8% $428.53万 加仓
AMAT APPLIED MATLS INC $1,399.77万0.79%40,954 -14,231-25.8% -$486.40万 减仓
TJX TJX COS INC NEW $1,418.69万0.80%88,835 -4,462-4.8% -$71.26万 减仓
MGK VANGUARD WORLD FD $1,444.92万0.81%39,324 30,474344.3% $1,119.74万 加仓
LHX L3HARRIS TECHNOLOGIES INC $1,490.75万0.84%43,191 -6,076-12.3% -$209.71万 减仓
MUB ISHARES TR $1,525.87万0.86%143,747 6,6084.8% $70.14万 加仓
SPYG SPDR SERIES TRUST $1,559.83万0.88%159,312 45,92640.5% $449.66万 加仓
TMO THERMO FISHER SCIENTIFIC INC $1,634.80万0.92%33,259 -1,144-3.3% -$56.23万 减仓
JNJ JOHNSON & JOHNSON $1,674.73万0.94%68,513 -449-0.7% -$10.98万 减仓
BLK BLACKROCK INC $1,693.12万0.95%17,605 3091.8% $29.72万 加仓
UVSP UNIVEST FINANCIAL CORPORATIO $1,719.00万0.97%501,751 -115,775-18.7% -$396.65万 减仓
COST COSTCO WHOLESALE CORPORATION $1,828.44万1.03%18,350 -158-0.9% -$15.74万 减仓
SPGI S&P GLOBAL INC $1,961.93万1.10%46,126 10,52429.6% $447.63万 加仓
MU MICRON TECHNOLOGY INC $2,198.75万1.23%65,083 -24,535-27.4% -$828.88万 减仓
V VISA INC $2,362.16万1.33%78,155 12,53019.1% $378.71万 加仓
VOO VANGUARD INDEX FDS $2,421.66万1.36%40,527 9352.4% $55.87万 加仓
LLY ELI LILLY & CO $2,984.18万1.68%32,445 -950-2.8% -$87.38万 减仓
NEE NEXTERA ENERGY INC $3,133.78万1.76%337,401 -18,495-5.2% -$171.78万 减仓
XLE SELECT SECTOR SPDR TR $3,367.57万1.89%549,718 -41,442-7.0% -$253.87万 减仓
META META PLATFORMS INC $3,570.66万2.01%62,410 2920.5% $16.71万 加仓
AVGO BROADCOM INC $4,317.15万2.42%139,483 6,2004.7% $191.90万 加仓
IUSB ISHARES TR $5,087.32万2.86%1,101,390 104,61910.5% $483.24万 加仓
AMZN AMAZON COM INC $5,487.81万3.08%263,495 21,9119.1% $456.34万 加仓
NVDA NVIDIA CORPORATION $5,514.79万3.10%316,215 24,4898.4% $427.09万 加仓
SPAB SPDR SERIES TRUST $6,189.57万3.48%2,415,915 -658,693-21.4% -$1,687.57万 减仓
MSFT MICROSOFT CORP $6,516.79万3.66%176,049 20,66013.3% $764.77万 加仓
GOOGL ALPHABET INC $6,847.66万3.85%238,130 -28,136-10.6% -$809.08万 减仓
AAPL APPLE INC $9,060.19万5.09%356,996 -15,720-4.2% -$398.96万 减仓
SPYM SPDR SERIES TRUST $1.38亿7.77%1,807,986 102,2606.0% $782.70万 加仓
VXUS VANGUARD STAR FDS $1.64亿9.22%2,129,230 26,5201.3% $204.50万 加仓