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 |
|---|---|---|---|---|---|---|---|---|
| CAT | CATERPILLAR INC | $286.64万 | 0.16% | 4,046 | -91 | -2.2% | -$6.45万 | 减仓 |
| IJH | ISHARES TR | $274.50万 | 0.15% | 40,648 | -472 | -1.1% | -$3.19万 | 减仓 |
| IJR | ISHARES TR | $267.37万 | 0.15% | 21,508 | -90 | -0.4% | -$1.12万 | 减仓 |
| NFLX | NETFLIX INC. | $262.63万 | 0.15% | 27,315 | 128 | 0.5% | $1.23万 | 加仓 |
| SLYV | SPDR SERIES TRUST | $259.97万 | 0.15% | 27,486 | -992 | -3.5% | -$9.38万 | 减仓 |
| IVV | ISHARES TR | $258.67万 | 0.15% | 3,960 | -375 | -8.7% | -$24.50万 | 减仓 |
| INTU | INTUIT | $258.35万 | 0.15% | 5,975 | 2,707 | 82.8% | $117.05万 | 加仓 |
| CME | CME GROUP INC | $256.45万 | 0.14% | 8,683 | 32 | 0.4% | $9,451 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $255.51万 | 0.14% | 5,332 | -58 | -1.1% | -$2.78万 | 减仓 |
| TSLA | TESLA INC | $248.37万 | 0.14% | 6,681 | 164 | 2.5% | $6.10万 | 加仓 |
| SLYG | SPDR SERIES TRUST | $246.58万 | 0.14% | 25,521 | 3,271 | 14.7% | $31.60万 | 加仓 |
| ADI | ANALOG DEVICES INC | $238.56万 | 0.13% | 7,498 | -907 | -10.8% | -$28.86万 | 减仓 |
| POOL | POOL CORP | $235.05万 | 0.13% | 11,617 | -9,006 | -43.7% | -$182.22万 | 减仓 |
| RMD | RESMED INC | $224.35万 | 0.13% | 9,994 | 876 | 9.6% | $19.66万 | 加仓 |
| CRH | CRH PLC | $212.34万 | 0.12% | 20,200 | -3,044 | -13.1% | -$32.00万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $207.45万 | 0.12% | 34,205 | 52 | 0.2% | $3,154 | 加仓 |
| MET | METLIFE INC | $204.01万 | 0.11% | 28,848 | -1,192 | -4.0% | -$8.43万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $199.67万 | 0.11% | 13,619 | -44,444 | -76.5% | -$651.60万 | 减仓 |
| PLD | PROLOGIS INC. | $198.10万 | 0.11% | 14,987 | -1,580 | -9.5% | -$20.88万 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $195.86万 | 0.11% | 23,892 | -52,972 | -68.9% | -$434.26万 | 减仓 |
| EFV | ISHARES TR | $192.81万 | 0.11% | 25,932 | -70 | -0.3% | -$5,205 | 减仓 |
| QQQ | INVESCO QQQ TR | $189.02万 | 0.11% | 3,275 | -545 | -14.3% | -$31.46万 | 减仓 |
| SSNC | SS&C TECH HLDGS | $185.74万 | 0.10% | 27,488 | -112,427 | -80.4% | -$759.68万 | 减仓 |
| DT | DYNATRACE INC | $181.24万 | 0.10% | 49,010 | 21,044 | 75.2% | $77.82万 | 加仓 |
| COP | CONOCOPHILLIPS | $168.51万 | 0.09% | 12,766 | 370 | 3.0% | $4.88万 | 加仓 |
| CVX | CHEVRON CORPORATION | $168.17万 | 0.09% | 8,128 | -63 | -0.8% | -$1.30万 | 减仓 |
| WSO | WATSCO INC | $165.12万 | 0.09% | 4,539 | 178 | 4.1% | $6.48万 | 加仓 |
| ETR | ENTERGY CORP NEW | $162.70万 | 0.09% | 14,480 | -337 | -2.3% | -$3.79万 | 减仓 |
| WEC | WEC ENERGY GROUP INC | $156.97万 | 0.09% | 13,559 | 2,108 | 18.4% | $24.40万 | 加仓 |
| ABBV | ABBVIE INC | $150.87万 | 0.08% | 6,937 | -223 | -3.1% | -$4.85万 | 减仓 |
| BIL | SPDR SERIES TRUST | $150.10万 | 0.08% | 16,380 | -94,779 | -85.3% | -$868.53万 | 减仓 |
| INGR | INGREDION INC | $146.47万 | 0.08% | 13,001 | 2,661 | 25.7% | $29.98万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $143.63万 | 0.08% | 2 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $139.18万 | 0.08% | 35,817 | -978 | -2.7% | -$3.80万 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $138.47万 | 0.08% | 12,490 | -8,473 | -40.4% | -$93.93万 | 减仓 |
| IEFA | ISHARES TR | $137.61万 | 0.08% | 15,201 | -2,575 | -14.5% | -$23.31万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $137.28万 | 0.08% | 27,806 | -20,284 | -42.2% | -$100.14万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $135.48万 | 0.08% | 47,189 | 20,553 | 77.2% | $59.01万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $134.75万 | 0.08% | 26,842 | 3,576 | 15.4% | $17.95万 | 加仓 |
| SNA | SNAP ON INC | $134.14万 | 0.08% | 3,693 | 137 | 3.9% | $4.98万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $131.27万 | 0.07% | 4,574 | 80 | 1.8% | $2.30万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $126.67万 | 0.07% | 14,280 | -31,642 | -68.9% | -$280.67万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $125.00万 | 0.07% | 11,470 | -31,723 | -73.4% | -$345.72万 | 减仓 |
| FAST | FASTENAL CO | $124.86万 | 0.07% | 26,909 | -142 | -0.5% | -$6,589 | 减仓 |
| MCO | MOODYS CORP | $124.33万 | 0.07% | 2,850 | 2,850 | — | $124.33万 | 新建仓 |
| CINF | CINCINNATI FINL CORP | $123.02万 | 0.07% | 7,818 | -1,602 | -17.0% | -$25.21万 | 减仓 |
| ETN | EATON CORP PLC | $116.67万 | 0.07% | 3,262 | 3 | 0.1% | $1,073 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $115.32万 | 0.06% | 34,393 | -775 | -2.2% | -$2.60万 | 减仓 |
| PWR | QUANTA SVCS INC | $114.75万 | 0.06% | 2,090 | 0 | 0.0% | — | 不变 |
| SPEM | SPDR INDEX SHS FDS | $114.29万 | 0.06% | 24,364 | 5,467 | 28.9% | $25.65万 | 加仓 |
| ROP | ROPER TECHNOLOGIES INC | $114.00万 | 0.06% | 3,222 | -8,926 | -73.5% | -$315.82万 | 减仓 |
| ROST | ROSS STORES INC | $113.28万 | 0.06% | 5,229 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $108.94万 | 0.06% | 17,000 | 1,434 | 9.2% | $9.19万 | 加仓 |
| LOW | LOWES COS INC | $100.82万 | 0.06% | 4,267 | -10 | -0.2% | -$2,363 | 减仓 |
| RTX | RTX CORPORATION | $98.24万 | 0.06% | 5,093 | 236 | 4.9% | $4.55万 | 加仓 |
| ORCL | ORACLE CORP | $96.03万 | 0.05% | 6,528 | -174 | -2.6% | -$2.56万 | 减仓 |
| EFX | EQUIFAX INC | $94.54万 | 0.05% | 5,250 | 0 | 0.0% | — | 不变 |
| XYL | XYLEM INC | $90.83万 | 0.05% | 7,601 | 7,601 | — | $90.83万 | 新建仓 |
| IYW | ISHARES TR | $89.51万 | 0.05% | 4,934 | -257 | -5.0% | -$4.66万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $85.12万 | 0.05% | 3,048 | 2 | 0.1% | $558 | 加仓 |
| DGRO | ISHARES TR | $80.98万 | 0.05% | 11,539 | 572 | 5.2% | $4.01万 | 加仓 |
| A | AGILENT TECHNOLOGIES INC | $80.38万 | 0.05% | 7,052 | -2,171 | -23.5% | -$24.75万 | 减仓 |
| — | HONEYWELL INTL INC | $78.31万 | 0.04% | 3,465 | -169 | -4.7% | -$3.82万 | 减仓 |
| GE | GE AEROSPACE | $76.87万 | 0.04% | 2,709 | -35 | -1.3% | -$9,932 | 减仓 |
| WSFS | WSFS FINL CORP | $76.04万 | 0.04% | 11,616 | 0 | 0.0% | — | 不变 |
| PPL | PPL CORP | $75.19万 | 0.04% | 19,683 | -26 | -0.1% | -$993 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $74.71万 | 0.04% | 12,763 | 1,883 | 17.3% | $11.02万 | 加仓 |
| EFG | ISHARES TR | $73.79万 | 0.04% | 6,625 | 534 | 8.8% | $5.95万 | 加仓 |
| KO | COCA COLA CO | $72.54万 | 0.04% | 9,538 | -6,169 | -39.3% | -$46.92万 | 减仓 |
| LIN | LINDE PLC | $71.93万 | 0.04% | 1,451 | -20 | -1.4% | -$9,915 | 减仓 |
| IWR | ISHARES TR | $71.29万 | 0.04% | 7,332 | -2,881 | -28.2% | -$28.01万 | 减仓 |
| VGT | VANGUARD WORLD FD | $69.14万 | 0.04% | 991 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $67.21万 | 0.04% | 10,184 | -167 | -1.6% | -$1.10万 | 减仓 |
| IWP | ISHARES TR | $64.97万 | 0.04% | 5,071 | 1 | 0.0% | $128 | 加仓 |
| DHI | D R HORTON INC | $64.20万 | 0.04% | 4,679 | -469 | -9.1% | -$6.44万 | 减仓 |
| CTAS | CINTAS CORP | $63.75万 | 0.04% | 3,769 | -5 | -0.1% | -$846 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $63.44万 | 0.04% | 3,049 | -384 | -11.2% | -$7.99万 | 减仓 |
| VDE | VANGUARD WORLD FD | $63.33万 | 0.04% | 3,660 | -1,498 | -29.0% | -$25.92万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $62.03万 | 0.03% | 2,559 | -49 | -1.9% | -$1.19万 | 减仓 |
| DIS | DISNEY WALT CO | $61.40万 | 0.03% | 6,371 | -184 | -2.8% | -$1.77万 | 减仓 |
| SYK | STRYKER CORPORATION | $60.68万 | 0.03% | 1,847 | -10 | -0.5% | -$3,285 | 减仓 |
| IWF | ISHARES TR | $58.42万 | 0.03% | 1,370 | -179 | -11.6% | -$7.63万 | 减仓 |
| SBUX | STARBUCKS CORP | $58.06万 | 0.03% | 6,480 | -155 | -2.3% | -$1.39万 | 减仓 |
| GEV | GE VERNOVA INC | $58.05万 | 0.03% | 665 | 40 | 6.4% | $3.49万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $57.25万 | 0.03% | 2,635 | -6 | -0.2% | -$1,304 | 减仓 |
| HSY | HERSHEY CO | $55.84万 | 0.03% | 2,686 | -36 | -1.3% | -$7,484 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $55.29万 | 0.03% | 5,990 | -304 | -4.8% | -$2.81万 | 减仓 |
| ITOT | ISHARES TR | $53.98万 | 0.03% | 3,790 | -596 | -13.6% | -$8.49万 | 减仓 |
| PSX | PHILLIPS 66 | $53.84万 | 0.03% | 2,955 | -122 | -4.0% | -$2.22万 | 减仓 |
| GLD | SPDR GOLD TR | $53.53万 | 0.03% | 1,244 | -588 | -32.1% | -$25.30万 | 减仓 |
| MCK | MCKESSON CORP | $52.79万 | 0.03% | 610 | 0 | 0.0% | — | 不变 |
| VEEV | VEEVA SYS INC | $52.70万 | 0.03% | 3,000 | -7,188 | -70.6% | -$126.26万 | 减仓 |
| IXUS | ISHARES TR | $50.98万 | 0.03% | 5,884 | 17 | 0.3% | $1,473 | 加仓 |
| SPMD | SPDR SERIES TRUST | $50.43万 | 0.03% | 8,515 | -25,751 | -75.2% | -$152.50万 | 减仓 |
| IWO | ISHARES TR | $50.39万 | 0.03% | 1,606 | -8 | -0.5% | -$2,510 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $47.73万 | 0.03% | 2,951 | -7,608 | -72.1% | -$123.06万 | 减仓 |
| CB | CHUBB LTD SWITZ | $47.36万 | 0.03% | 1,453 | 1 | 0.1% | $326 | 加仓 |
| T | AT&T INC | $46.81万 | 0.03% | 16,145 | -364 | -2.2% | -$1.06万 | 减仓 |
| EXC | EXELON CORP | $45.14万 | 0.03% | 9,209 | 4,364 | 90.1% | $21.39万 | 加仓 |
| VB | VANGUARD INDEX FDS | $45.03万 | 0.03% | 1,719 | -328 | -16.0% | -$8.59万 | 减仓 |