UNIVEST FINANCIAL Corp
SOUDERTON PA · SEC CIK 0000102212
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| VEU | VANGUARD INTL EQUITY INDEX F | $0 | 0.00% | 0 | -10,523 | -100.0% | -$77.41万 | 清仓 |
| SCHZ | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -19,621 | -100.0% | -$45.85万 | 清仓 |
| IAGG | ISHARES TR | $0 | 0.00% | 0 | -8,093 | -100.0% | -$40.47万 | 清仓 |
| IEMG | ISHARES INC | $0 | 0.00% | 0 | -5,786 | -100.0% | -$38.89万 | 清仓 |
| PPG | PPG INDS INC | $0 | 0.00% | 0 | -3,486 | -100.0% | -$35.72万 | 清仓 |
| XLU | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -7,830 | -100.0% | -$33.43万 | 清仓 |
| PAYX | PAYCHEX INC | $0 | 0.00% | 0 | -2,121 | -100.0% | -$23.79万 | 清仓 |
| IWB | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SCHX | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -7,683 | -100.0% | -$20.67万 | 清仓 |
| DIA | SPDR DOW JONES INDL AVERAGE | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | HYPERFINE INC | $1.16万 | 0.00% | 10,752 | 0 | 0.0% | — | 不变 |
| EU | ENCORE ENERGY CORP | $2.74万 | 0.00% | 15,204 | 0 | 0.0% | — | 不变 |
| — | LINKBANCORP INC | $9.18万 | 0.01% | 11,010 | -7,962 | -42.0% | -$6.64万 | 减仓 |
| MTUS | METALLUS INC | $16.34万 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |
| MGV | VANGUARD WORLD FD | $20.35万 | 0.01% | 1,404 | 1,404 | — | $20.35万 | 新建仓 |
| HYG | ISHARES TR | $20.52万 | 0.01% | 2,579 | -8,392 | -76.5% | -$66.77万 | 减仓 |
| WTRG | ESSENTIAL UTILS INC | $20.86万 | 0.01% | 5,179 | -50 | -1.0% | -$2,013 | 重新持有 |
| SPHD | INVESCO EXCH TRADED FD TR II | $21.07万 | 0.01% | 4,247 | -3,612 | -46.0% | -$17.92万 | 减仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $21.28万 | 0.01% | 2,270 | 14 | 0.6% | $1,312 | 重新持有 |
| GWW | WW GRAINGER INC | $21.60万 | 0.01% | 198 | 198 | — | $21.60万 | 新建仓 |
| YUM | YUM BRANDS INC | $21.95万 | 0.01% | 1,412 | -2 | -0.1% | -$311 | 减仓 |
| DVY | ISHARES TR | $22.27万 | 0.01% | 1,471 | 52 | 3.7% | $7,873 | 加仓 |
| MMM | 3M CO | $22.31万 | 0.01% | 1,536 | -152 | -9.0% | -$2.21万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $22.35万 | 0.01% | 3,035 | -6,769 | -69.0% | -$49.85万 | 减仓 |
| QCOM | QUALCOMM INC | $22.47万 | 0.01% | 1,745 | -220 | -11.2% | -$2.83万 | 减仓 |
| BDX | BECTON DICKINSON & CO | $23.25万 | 0.01% | 1,479 | -1 | -0.1% | -$157 | 减仓 |
| CACI | CACI INTL INC | $23.66万 | 0.01% | 435 | 0 | 0.0% | — | 不变 |
| COR | CENCORA INC | $24.44万 | 0.01% | 778 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD INDEX FDS | $25.19万 | 0.01% | 843 | -360 | -29.9% | -$10.76万 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $25.22万 | 0.01% | 3,116 | -22 | -0.7% | -$1,781 | 减仓 |
| AZO | AUTOZONE INC | $25.33万 | 0.01% | 75 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC | $25.50万 | 0.01% | 2,150 | 0 | 0.0% | — | 不变 |
| DFAE | DIMENSIONAL ETF TRUST | $25.67万 | 0.01% | 7,580 | 1 | 0.0% | $34 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $25.97万 | 0.01% | 307 | 21 | 7.3% | $1.78万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $26.14万 | 0.01% | 1,285 | -6 | -0.5% | -$1,221 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $27.35万 | 0.02% | 3,306 | -1,817 | -35.5% | -$15.03万 | 减仓 |
| IVW | ISHARES TR | $27.55万 | 0.02% | 2,435 | -1,099 | -31.1% | -$12.43万 | 减仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $29.17万 | 0.02% | 2,660 | 4 | 0.2% | $439 | 重新持有 |
| TT | TRANE TECHNOLOGIES PLC | $30.11万 | 0.02% | 723 | 1 | 0.1% | $416 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $30.40万 | 0.02% | 2,078 | 557 | 36.6% | $8.15万 | 加仓 |
| EMR | EMERSON ELEC CO | $31.41万 | 0.02% | 2,397 | 0 | 0.0% | — | 不变 |
| AVUV | AMERICAN CENTY ETF TR | $32.60万 | 0.02% | 2,951 | 0 | 0.0% | — | 不变 |
| ALL | ALLSTATE CORP | $32.63万 | 0.02% | 1,574 | 65 | 4.3% | $1.35万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $34.10万 | 0.02% | 2,604 | 2 | 0.1% | $262 | 加仓 |
| NUE | NUCOR CORP | $34.43万 | 0.02% | 2,036 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $34.69万 | 0.02% | 1,613 | -250 | -13.4% | -$5.38万 | 减仓 |
| DE | DEERE & CO | $35.38万 | 0.02% | 628 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TR | $36.16万 | 0.02% | 4,102 | 3 | 0.1% | $264 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $36.72万 | 0.02% | 11,970 | 1,477 | 14.1% | $4.53万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $37.33万 | 0.02% | 1,747 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $40.20万 | 0.02% | 4,165 | 3 | 0.1% | $290 | 加仓 |
| WFC | WELLS FARGO & CO | $40.31万 | 0.02% | 5,063 | -640 | -11.2% | -$5.10万 | 减仓 |
| MS | MORGAN STANLEY | $40.38万 | 0.02% | 2,454 | -33 | -1.3% | -$5,431 | 减仓 |
| VO | VANGUARD INDEX FDS | $40.52万 | 0.02% | 1,411 | 238 | 20.3% | $6.83万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $40.71万 | 0.02% | 1,564 | 1 | 0.1% | $260 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $40.95万 | 0.02% | 1,252 | -78 | -5.9% | -$2.55万 | 减仓 |
| BA | BOEING CO | $41.77万 | 0.02% | 2,099 | -139 | -6.2% | -$2.77万 | 减仓 |
| INTC | INTEL CORP | $42.09万 | 0.02% | 9,538 | 669 | 7.5% | $2.95万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $42.82万 | 0.02% | 1,664 | 2 | 0.1% | $515 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $42.89万 | 0.02% | 1,471 | -99 | -6.3% | -$2.89万 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $43.72万 | 0.02% | 11,222 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $43.83万 | 0.02% | 1,277 | 2 | 0.2% | $686 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $44.04万 | 0.02% | 2,414 | 51 | 2.2% | $9,304 | 加仓 |
| CAH | CARDINAL HEALTH INC | $44.57万 | 0.03% | 2,109 | -597 | -22.1% | -$12.62万 | 减仓 |
| VB | VANGUARD INDEX FDS | $45.03万 | 0.03% | 1,719 | -328 | -16.0% | -$8.59万 | 减仓 |
| EXC | EXELON CORP | $45.14万 | 0.03% | 9,209 | 4,364 | 90.1% | $21.39万 | 加仓 |
| T | AT&T INC | $46.81万 | 0.03% | 16,145 | -364 | -2.2% | -$1.06万 | 减仓 |
| CB | CHUBB LTD SWITZ | $47.36万 | 0.03% | 1,453 | 1 | 0.1% | $326 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $47.73万 | 0.03% | 2,951 | -7,608 | -72.1% | -$123.06万 | 减仓 |
| IWO | ISHARES TR | $50.39万 | 0.03% | 1,606 | -8 | -0.5% | -$2,510 | 减仓 |
| SPMD | SPDR SERIES TRUST | $50.43万 | 0.03% | 8,515 | -25,751 | -75.2% | -$152.50万 | 减仓 |
| IXUS | ISHARES TR | $50.98万 | 0.03% | 5,884 | 17 | 0.3% | $1,473 | 加仓 |
| VEEV | VEEVA SYS INC | $52.70万 | 0.03% | 3,000 | -7,188 | -70.6% | -$126.26万 | 减仓 |
| MCK | MCKESSON CORP | $52.79万 | 0.03% | 610 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $53.53万 | 0.03% | 1,244 | -588 | -32.1% | -$25.30万 | 减仓 |
| PSX | PHILLIPS 66 | $53.84万 | 0.03% | 2,955 | -122 | -4.0% | -$2.22万 | 减仓 |
| ITOT | ISHARES TR | $53.98万 | 0.03% | 3,790 | -596 | -13.6% | -$8.49万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $55.29万 | 0.03% | 5,990 | -304 | -4.8% | -$2.81万 | 减仓 |
| HSY | HERSHEY CO | $55.84万 | 0.03% | 2,686 | -36 | -1.3% | -$7,484 | 减仓 |
| VBR | VANGUARD INDEX FDS | $57.25万 | 0.03% | 2,635 | -6 | -0.2% | -$1,304 | 减仓 |
| GEV | GE VERNOVA INC | $58.05万 | 0.03% | 665 | 40 | 6.4% | $3.49万 | 加仓 |
| SBUX | STARBUCKS CORP | $58.06万 | 0.03% | 6,480 | -155 | -2.3% | -$1.39万 | 减仓 |
| IWF | ISHARES TR | $58.42万 | 0.03% | 1,370 | -179 | -11.6% | -$7.63万 | 减仓 |
| SYK | STRYKER CORPORATION | $60.68万 | 0.03% | 1,847 | -10 | -0.5% | -$3,285 | 减仓 |
| DIS | DISNEY WALT CO | $61.40万 | 0.03% | 6,371 | -184 | -2.8% | -$1.77万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $62.03万 | 0.03% | 2,559 | -49 | -1.9% | -$1.19万 | 减仓 |
| VDE | VANGUARD WORLD FD | $63.33万 | 0.04% | 3,660 | -1,498 | -29.0% | -$25.92万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $63.44万 | 0.04% | 3,049 | -384 | -11.2% | -$7.99万 | 减仓 |
| CTAS | CINTAS CORP | $63.75万 | 0.04% | 3,769 | -5 | -0.1% | -$846 | 减仓 |
| DHI | D R HORTON INC | $64.20万 | 0.04% | 4,679 | -469 | -9.1% | -$6.44万 | 减仓 |
| IWP | ISHARES TR | $64.97万 | 0.04% | 5,071 | 1 | 0.0% | $128 | 加仓 |
| MO | ALTRIA GROUP INC | $67.21万 | 0.04% | 10,184 | -167 | -1.6% | -$1.10万 | 减仓 |
| VGT | VANGUARD WORLD FD | $69.14万 | 0.04% | 991 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES TR | $71.29万 | 0.04% | 7,332 | -2,881 | -28.2% | -$28.01万 | 减仓 |
| LIN | LINDE PLC | $71.93万 | 0.04% | 1,451 | -20 | -1.4% | -$9,915 | 减仓 |
| KO | COCA COLA CO | $72.54万 | 0.04% | 9,538 | -6,169 | -39.3% | -$46.92万 | 减仓 |
| EFG | ISHARES TR | $73.79万 | 0.04% | 6,625 | 534 | 8.8% | $5.95万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $74.71万 | 0.04% | 12,763 | 1,883 | 17.3% | $11.02万 | 加仓 |
| PPL | PPL CORP | $75.19万 | 0.04% | 19,683 | -26 | -0.1% | -$993 | 减仓 |
| WSFS | WSFS FINL CORP | $76.04万 | 0.04% | 11,616 | 0 | 0.0% | — | 不变 |