UNIVEST FINANCIAL Corp
SOUDERTON PA · SEC CIK 0000102212
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| WM | WASTE MGMT INC DEL | $302.21万 | 0.15% | 13,559 | 428 | 3.3% | $9.54万 | 加仓 |
| ADI | ANALOG DEVICES INC | $300.76万 | 0.15% | 7,573 | 75 | 1.0% | $2.98万 | 加仓 |
| DT | DYNATRACE INC | $297.88万 | 0.15% | 67,839 | 18,829 | 38.4% | $82.68万 | 加仓 |
| IJH | ISHARES TR | $297.72万 | 0.15% | 38,610 | -2,038 | -5.0% | -$15.71万 | 减仓 |
| TSLA | TESLA INC | $290.55万 | 0.14% | 6,908 | 227 | 3.4% | $9.55万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $288.20万 | 0.14% | 17,291 | -440 | -2.5% | -$7.33万 | 减仓 |
| IJR | ISHARES TR | $282.92万 | 0.14% | 19,076 | -2,432 | -11.3% | -$36.07万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $270.26万 | 0.13% | 5,401 | 69 | 1.3% | $3.45万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $265.39万 | 0.13% | 29,247 | -150 | -0.5% | -$1.36万 | 减仓 |
| MET | METLIFE INC | $251.64万 | 0.12% | 29,741 | 893 | 3.1% | $7.56万 | 加仓 |
| RMD | RESMED INC | $250.34万 | 0.12% | 12,846 | 2,852 | 28.5% | $55.58万 | 加仓 |
| INTU | INTUIT | $241.35万 | 0.12% | 9,247 | 3,272 | 54.8% | $85.40万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $232.77万 | 0.11% | 14,671 | 1,052 | 7.7% | $16.69万 | 加仓 |
| CRH | CRH PLC | $227.79万 | 0.11% | 21,289 | 1,089 | 5.4% | $11.65万 | 加仓 |
| PLD | PROLOGIS INC. | $210.11万 | 0.10% | 15,510 | 523 | 3.5% | $7.08万 | 加仓 |
| NFLX | NETFLIX INC. | $199.76万 | 0.10% | 27,978 | 663 | 2.4% | $4.73万 | 加仓 |
| EFV | ISHARES TR | $199.19万 | 0.10% | 26,021 | 89 | 0.3% | $6,813 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $196.92万 | 0.10% | 34,176 | -29 | -0.1% | -$1,671 | 减仓 |
| QQQ | INVESCO QQQ TR | $191.82万 | 0.09% | 2,605 | -670 | -20.5% | -$49.34万 | 减仓 |
| WSO | WATSCO INC | $191.73万 | 0.09% | 4,601 | 62 | 1.4% | $2.58万 | 加仓 |
| CME | CME GROUP INC | $182.49万 | 0.09% | 8,264 | -419 | -4.8% | -$9.25万 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $177.44万 | 0.09% | 21,360 | -2,532 | -10.6% | -$21.03万 | 减仓 |
| ABBV | ABBVIE INC | $172.78万 | 0.08% | 6,866 | -71 | -1.0% | -$1.79万 | 减仓 |
| INTC | INTEL CORP | $168.95万 | 0.08% | 12,100 | 2,562 | 26.9% | $35.77万 | 加仓 |
| ETR | ENTERGY CORP NEW | $167.10万 | 0.08% | 14,548 | 68 | 0.5% | $7,811 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $160.51万 | 0.08% | 13,746 | 187 | 1.4% | $2.18万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $156.32万 | 0.08% | 35,238 | -579 | -1.6% | -$2.57万 | 减仓 |
| SNA | SNAP ON INC | $154.20万 | 0.08% | 3,832 | 139 | 3.8% | $5.59万 | 加仓 |
| PWR | QUANTA SVCS INC | $150.49万 | 0.07% | 2,090 | 0 | 0.0% | — | 不变 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $149.77万 | 0.07% | 2 | 0 | 0.0% | — | 不变 |
| ROST | ROSS STORES INC | $147.76万 | 0.07% | 6,942 | 1,713 | 32.8% | $36.46万 | 加仓 |
| CVX | CHEVRON CORPORATION | $146.92万 | 0.07% | 8,864 | 736 | 9.1% | $12.20万 | 加仓 |
| IEFA | ISHARES TR | $146.37万 | 0.07% | 15,155 | -46 | -0.3% | -$4,443 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $145.75万 | 0.07% | 4,633 | 59 | 1.3% | $1.86万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $139.67万 | 0.07% | 26,974 | 2,610 | 10.7% | $13.51万 | 加仓 |
| MCO | MOODYS CORP | $139.45万 | 0.07% | 3,079 | 229 | 8.0% | $10.37万 | 加仓 |
| ETN | EATON CORP PLC | $139.13万 | 0.07% | 3,265 | 3 | 0.1% | $1,278 | 加仓 |
| CINF | CINCINNATI FINL CORP | $137.47万 | 0.07% | 7,425 | -393 | -5.0% | -$7.28万 | 减仓 |
| COP | CONOCOPHILLIPS | $134.77万 | 0.07% | 12,964 | 198 | 1.6% | $2.06万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $133.84万 | 0.07% | 2,304 | 1,019 | 79.3% | $59.19万 | 加仓 |
| INGR | INGREDION INC | $131.45万 | 0.06% | 13,879 | 878 | 6.8% | $8.32万 | 加仓 |
| FAST | FASTENAL CO | $128.11万 | 0.06% | 26,673 | -236 | -0.9% | -$1.13万 | 减仓 |
| FDXF | FEDEX FGHT HLDG CO INC | $127.16万 | 0.06% | 8,421 | 8,421 | — | $127.16万 | 新建仓 |
| RTX | RTX CORPORATION | $125.15万 | 0.06% | 6,596 | 1,503 | 29.5% | $28.52万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $124.71万 | 0.06% | 23,262 | -4,544 | -16.3% | -$24.36万 | 减仓 |
| IYW | ISHARES TR | $124.45万 | 0.06% | 4,934 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $122.61万 | 0.06% | 17,208 | 208 | 1.2% | $1.48万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $120.03万 | 0.06% | 12,447 | -1,833 | -12.8% | -$17.68万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $114.01万 | 0.06% | 2,631 | 884 | 50.6% | $38.31万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $113.42万 | 0.06% | 35,478 | 1,085 | 3.2% | $3.47万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $110.56万 | 0.05% | 26,113 | -729 | -2.7% | -$3.09万 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $110.04万 | 0.05% | 10,272 | -2,218 | -17.8% | -$23.76万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $109.98万 | 0.05% | 9,377 | -2,093 | -18.2% | -$24.55万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $100.99万 | 0.05% | 41,138 | -6,051 | -12.8% | -$14.86万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $100.54万 | 0.05% | 3,575 | 1,016 | 39.7% | $28.57万 | 加仓 |
| IWR | ISHARES TR | $100.18万 | 0.05% | 9,081 | 1,749 | 23.9% | $19.29万 | 加仓 |
| BIL | SPDR SERIES TRUST | $100.00万 | 0.05% | 10,912 | -5,468 | -33.4% | -$50.11万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $99.02万 | 0.05% | 5,346 | 2,395 | 81.2% | $44.36万 | 加仓 |
| GE | GE AEROSPACE | $98.55万 | 0.05% | 2,637 | -72 | -2.7% | -$2.69万 | 减仓 |
| ORCL | ORACLE CORP | $97.08万 | 0.05% | 6,625 | 97 | 1.5% | $1.42万 | 加仓 |
| A | AGILENT TECHNOLOGIES INC | $94.91万 | 0.05% | 7,145 | 93 | 1.3% | $1.24万 | 加仓 |
| VGT | VANGUARD WORLD FD | $94.76万 | 0.05% | 7,928 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $93.99万 | 0.05% | 4,263 | -4 | -0.1% | -$882 | 减仓 |
| XYL | XYLEM INC | $93.05万 | 0.05% | 7,872 | 271 | 3.6% | $3.20万 | 加仓 |
| WSFS | WSFS FINL CORP | $89.13万 | 0.04% | 11,616 | 0 | 0.0% | — | 不变 |
| DGRO | ISHARES TR | $87.73万 | 0.04% | 11,576 | 37 | 0.3% | $2,804 | 加仓 |
| SPSM | SPDR SERIES TRUST | $84.35万 | 0.04% | 14,626 | -88,578 | -85.8% | -$510.84万 | 减仓 |
| EFX | EQUIFAX INC | $83.33万 | 0.04% | 5,250 | 0 | 0.0% | — | 不变 |
| EFG | ISHARES TR | $82.82万 | 0.04% | 6,657 | 32 | 0.5% | $3,981 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $80.57万 | 0.04% | 3,272 | 223 | 7.3% | $5.49万 | 加仓 |
| KO | COCA COLA CO | $76.69万 | 0.04% | 9,437 | -101 | -1.1% | -$8,208 | 减仓 |
| LIN | LINDE PLC | $75.97万 | 0.04% | 1,464 | 13 | 0.9% | $6,746 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $75.41万 | 0.04% | 3,036 | -12 | -0.4% | -$2,980 | 减仓 |
| IWP | ISHARES TR | $74.30万 | 0.04% | 5,075 | 4 | 0.1% | $586 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $74.28万 | 0.04% | 12,763 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $73.43万 | 0.04% | 625 | -40 | -6.0% | -$4.70万 | 减仓 |
| DHI | D R HORTON INC | $72.44万 | 0.04% | 4,447 | -232 | -5.0% | -$3.78万 | 减仓 |
| SSNC | SS&C TECH HLDGS | $72.34万 | 0.04% | 11,658 | -15,830 | -57.6% | -$98.22万 | 减仓 |
| PPL | PPL CORP | $70.99万 | 0.03% | 19,529 | -154 | -0.8% | -$5,598 | 减仓 |
| MO | ALTRIA GROUP INC | $69.95万 | 0.03% | 9,722 | -462 | -4.5% | -$3.32万 | 减仓 |
| SBUX | STARBUCKS CORP | $67.04万 | 0.03% | 6,560 | 80 | 1.2% | $8,175 | 加仓 |
| BA | BOEING CO | $66.09万 | 0.03% | 3,053 | 954 | 45.5% | $20.65万 | 加仓 |
| CTAS | CINTAS CORP | $64.43万 | 0.03% | 3,788 | 19 | 0.5% | $3,232 | 加仓 |
| VBR | VANGUARD INDEX FDS | $63.25万 | 0.03% | 2,603 | -32 | -1.2% | -$7,775 | 减仓 |
| IWO | ISHARES TR | $62.27万 | 0.03% | 1,581 | -25 | -1.6% | -$9,847 | 减仓 |
| ITOT | ISHARES TR | $60.66万 | 0.03% | 3,693 | -97 | -2.6% | -$1.59万 | 减仓 |
| DIS | DISNEY WALT CO | $60.06万 | 0.03% | 6,240 | -131 | -2.1% | -$1.26万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $59.21万 | 0.03% | 4,678 | 2,074 | 79.6% | $26.25万 | 加仓 |
| SO | SOUTHERN CO | $59.09万 | 0.03% | 6,174 | 2,009 | 48.2% | $19.23万 | 加仓 |
| MS | MORGAN STANLEY | $58.19万 | 0.03% | 2,783 | 329 | 13.4% | $6.88万 | 加仓 |
| SYK | STRYKER CORPORATION | $58.04万 | 0.03% | 1,844 | -3 | -0.2% | -$944 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $55.39万 | 0.03% | 2,761 | 347 | 14.4% | $6.96万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $55.19万 | 0.03% | 5,993 | 3 | 0.1% | $276 | 加仓 |
| VDE | VANGUARD WORLD FD | $54.95万 | 0.03% | 3,660 | 0 | 0.0% | — | 不变 |
| IXUS | ISHARES TR | $53.70万 | 0.03% | 5,626 | -258 | -4.4% | -$2.46万 | 减仓 |
| CAH | CARDINAL HEALTH INC | $53.43万 | 0.03% | 2,249 | 140 | 6.6% | $3.33万 | 加仓 |
| VB | VANGUARD INDEX FDS | $52.46万 | 0.03% | 1,731 | 12 | 0.7% | $3,637 | 加仓 |
| SPMD | SPDR SERIES TRUST | $51.61万 | 0.03% | 7,639 | -876 | -10.3% | -$5.92万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $51.02万 | 0.03% | 1,666 | 2 | 0.1% | $613 | 加仓 |
| PSX | PHILLIPS 66 | $50.22万 | 0.02% | 2,971 | 16 | 0.5% | $2,705 | 加仓 |