Atlantic Union Bankshares Corp
GLEN ALLEN VA · SEC CIK 0000883948
$52.06亿2026Q1 申报市值
1,744持仓数
27.7%前十大占比 · 第一大 4.2%
158 / 108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
JEPI 加仓+$1,488.98万
INTU 加仓+$946.09万
IEFA 加仓+$850.70万
NFLX 加仓+$795.39万
TSM 加仓+$746.90万
2026Q1 卖出最多 按季末市值估算
AZN 清仓-$902.18万
IJH 减仓-$715.05万
C 减仓-$648.64万
WFC 减仓-$642.84万
MA 减仓-$590.35万
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 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORP | $2.16亿 | 4.16% | 1,240,451 | -8,197 | -0.7% | -$142.96万 | 减仓 |
| AAPL | APPLE INC | $2.16亿 | 4.14% | 849,162 | -14,373 | -1.7% | -$364.77万 | 减仓 |
| MSFT | MICROSOFT CORP | $1.74亿 | 3.34% | 470,335 | 14,645 | 3.2% | $542.11万 | 加仓 |
| IVV | ISHARES S&P 500 INDEX FUND | $1.67亿 | 3.20% | 255,315 | 1,319 | 0.5% | $86.16万 | 加仓 |
| IJH | ISHARES S&P MIDCAP 400 INDEX | $1.58亿 | 3.04% | 2,342,248 | -105,886 | -4.3% | -$715.05万 | 减仓 |
| IWY | ISHARES TOP 200 GROWTH ETF | $1.24亿 | 2.39% | 499,514 | -5,497 | -1.1% | -$136.79万 | 减仓 |
| IJR | ISHARES S&P SMALLCAP 600 INDEX FUND | $1.06亿 | 2.05% | 856,543 | -30,486 | -3.4% | -$378.97万 | 减仓 |
| GOOG | ALPHABET INC | $9,942.03万 | 1.91% | 346,581 | -4,140 | -1.2% | -$118.76万 | 减仓 |
| AMZN | AMAZON COM INC | $9,644.08万 | 1.85% | 463,056 | 14,748 | 3.3% | $307.16万 | 加仓 |
| JPM | J P MORGAN CHASE & CO | $8,597.40万 | 1.65% | 292,269 | -5,462 | -1.8% | -$160.67万 | 减仓 |
| IWR | ISHARES RUSSELL MIDCAP INDEX FUND | $8,425.89万 | 1.62% | 866,594 | -24,620 | -2.8% | -$239.38万 | 减仓 |
| SPY | SPDR S&P 500 ETF TRUST | $7,553.04万 | 1.45% | 116,140 | -1,634 | -1.4% | -$106.27万 | 减仓 |
| GOOGL | ALPHABET INC | $7,389.93万 | 1.42% | 256,988 | -13,344 | -4.9% | -$383.72万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $7,254.99万 | 1.39% | 1,279,991 | 262,699 | 25.8% | $1,488.98万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC B | $6,864.88万 | 1.32% | 143,257 | -4,451 | -3.0% | -$213.29万 | 减仓 |
| AVGO | BROADCOM INC | $6,443.40万 | 1.24% | 208,181 | 17,305 | 9.1% | $535.61万 | 加仓 |
| IQLT | ISHARES TR | $6,157.00万 | 1.18% | 1,331,820 | 39,047 | 3.0% | $180.51万 | 加仓 |
| MDY | MIDCAP 400 SPDR TRUST SERIES 1 | $5,203.20万 | 1.00% | 84,363 | -2,198 | -2.5% | -$135.56万 | 减仓 |
| META | META PLATFORMS INC | $5,160.02万 | 0.99% | 90,189 | -2,593 | -2.8% | -$148.35万 | 减仓 |
| RTX | RTX CORPORATION | $4,664.86万 | 0.90% | 241,828 | 11,070 | 4.8% | $213.54万 | 加仓 |
| BSCU | INVESCO BULLETSHARES 2030 CORPORATE BOND ETF | $4,361.60万 | 0.84% | 2,608,754 | 215,735 | 9.0% | $360.69万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $4,356.18万 | 0.84% | 178,211 | 8,855 | 5.2% | $216.45万 | 加仓 |
| BSCW | INVESCO BULLETSHARES 2032 CORPORATE BOND ETF | $4,267.62万 | 0.82% | 2,072,879 | 157,357 | 8.2% | $323.97万 | 加仓 |
| — | EXXON MOBIL CORP | $4,160.49万 | 0.80% | 245,225 | 5,126 | 2.1% | $86.97万 | 加仓 |
| BSCV | INVESCO BULLETSHARES 2031 CORPORATE BOND ETF | $4,021.32万 | 0.77% | 2,443,087 | 240,020 | 10.9% | $395.07万 | 加仓 |
| WMT | WALMART INC | $3,992.53万 | 0.77% | 321,253 | 29,193 | 10.0% | $362.81万 | 加仓 |
| LLY | ELI LILLY & CO | $3,967.23万 | 0.76% | 43,133 | 4,626 | 12.0% | $425.48万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $3,798.44万 | 0.73% | 44,899 | -2,374 | -5.0% | -$200.84万 | 减仓 |
| IUSV | ISHARES CORE S&P VALUE ETF | $3,757.51万 | 0.72% | 367,483 | 6,560 | 1.8% | $67.08万 | 加仓 |
| V | VISA INC | $3,703.77万 | 0.71% | 122,544 | 8,208 | 7.2% | $248.08万 | 加仓 |
| HD | HOME DEPOT INC | $3,687.39万 | 0.71% | 112,116 | 4,484 | 4.2% | $147.47万 | 加仓 |
| IBTP | ISHARES IBONDS DEC 2034 TERM TREASURY ETF | $3,666.02万 | 0.70% | 1,430,363 | 157,370 | 12.4% | $403.34万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $3,615.43万 | 0.69% | 225,513 | 44,963 | 24.9% | $720.85万 | 加仓 |
| VEA | VANGUARD MSCI EAFE ETF | $3,578.28万 | 0.69% | 558,408 | 38,795 | 7.5% | $248.60万 | 加仓 |
| IBTO | ISHARES IBONDS DEC 2033 TERM TREASURY ETF | $3,561.14万 | 0.68% | 1,460,096 | 137,180 | 10.4% | $334.58万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $3,528.46万 | 0.68% | 35,411 | -152 | -0.4% | -$15.15万 | 减仓 |
| — | ISHARES IBONDS DEC 2044 TERM TREASURY ETF | $3,249.06万 | 0.62% | 1,323,448 | 140,871 | 11.9% | $345.84万 | 加仓 |
| TJX | TJX COMPANIES, INC. | $3,218.65万 | 0.62% | 201,543 | -7,462 | -3.6% | -$119.17万 | 减仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $3,196.22万 | 0.61% | 291,387 | 34,497 | 13.4% | $378.40万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $3,138.13万 | 0.60% | 62,805 | -11,815 | -15.8% | -$590.35万 | 减仓 |
| IUSG | ISHARES TR | $3,083.38万 | 0.59% | 198,787 | -5,880 | -2.9% | -$91.20万 | 减仓 |
| ABBV | ABBVIE INC | $2,871.09万 | 0.55% | 132,010 | 1,245 | 1.0% | $27.08万 | 加仓 |
| LOW | LOWE'S COMPANIES, INC | $2,866.46万 | 0.55% | 121,316 | -14,326 | -10.6% | -$338.50万 | 减仓 |
| MCD | MC DONALDS CORP | $2,763.00万 | 0.53% | 88,902 | 4,834 | 5.8% | $150.24万 | 加仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $2,685.17万 | 0.52% | 259,763 | 8,743 | 3.5% | $90.38万 | 加仓 |
| KLAC | KLA CORP | $2,682.73万 | 0.52% | 18,220 | -1,233 | -6.3% | -$181.55万 | 减仓 |
| AUB | ATLANTIC UN BANKSHARES CORP | $2,670.93万 | 0.51% | 747,323 | -80,070 | -9.7% | -$286.17万 | 减仓 |
| ETN | EATON CORP PLC | $2,635.31万 | 0.51% | 73,680 | 5,188 | 7.6% | $185.56万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $2,545.57万 | 0.49% | 75,324 | 22,101 | 41.5% | $746.90万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $2,520.06万 | 0.48% | 83,313 | 7,216 | 9.5% | $218.27万 | 加仓 |
| ORCL | ORACLE CORP | $2,392.87万 | 0.46% | 162,659 | 43,405 | 36.4% | $638.53万 | 加仓 |
| CVX | CHEVRON CORPORATION | $2,387.63万 | 0.46% | 115,400 | -2,289 | -1.9% | -$47.36万 | 减仓 |
| BSCR | INVESCO BULLETSHARES 2027 CORPORATE BOND ETF | $2,326.53万 | 0.45% | 1,185,495 | 73,741 | 6.6% | $144.72万 | 加仓 |
| CSCO | CISCO SYS INC | $2,269.31万 | 0.44% | 292,475 | -10,538 | -3.5% | -$81.76万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $2,218.01万 | 0.43% | 45,125 | 3,437 | 8.2% | $168.94万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $2,186.58万 | 0.42% | 235,420 | -29,714 | -11.2% | -$275.98万 | 减仓 |
| NFLX | NETFLIX INC. | $2,177.59万 | 0.42% | 226,478 | 82,724 | 57.5% | $795.39万 | 加仓 |
| VUG | VANGUARD GROWTH ETF | $2,142.72万 | 0.41% | 49,056 | 1,924 | 4.1% | $84.04万 | 加仓 |
| CAT | CATERPILLAR INC | $2,013.18万 | 0.39% | 28,417 | 4,979 | 21.2% | $352.73万 | 加仓 |
| QCOM | QUALCOMM INC | $2,003.91万 | 0.38% | 155,607 | 2,980 | 2.0% | $38.38万 | 加仓 |
| PM | PHILIP MORRIS INTERNATIONAL INC | $1,992.66万 | 0.38% | 120,519 | 4,684 | 4.0% | $77.45万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $1,985.61万 | 0.38% | 32,853 | -3,362 | -9.3% | -$203.20万 | 减仓 |
| TSLA | TESLA INC | $1,977.60万 | 0.38% | 53,197 | 18,600 | 53.8% | $691.46万 | 加仓 |
| IJK | ISHARES S&P MIDCAP 400 GROWTH INDEX FUND | $1,955.34万 | 0.38% | 194,330 | -16,118 | -7.7% | -$162.18万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $1,944.48万 | 0.37% | 139,519 | -37,295 | -21.1% | -$519.78万 | 减仓 |
| BSCT | INVESCO BULLETSHARES 2029 CORPORATE BOND ETF | $1,937.70万 | 0.37% | 1,038,403 | 93,444 | 9.9% | $174.37万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $1,879.91万 | 0.36% | 4,465 | -280 | -5.9% | -$117.89万 | 减仓 |
| PEP | PEPSICO INC | $1,855.12万 | 0.36% | 119,461 | 6,157 | 5.4% | $95.61万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,836.93万 | 0.35% | 294,144 | 959 | 0.3% | $5.99万 | 加仓 |
| BLK | BLACKROCK INC | $1,827.79万 | 0.35% | 19,006 | 2,121 | 12.6% | $203.97万 | 加仓 |
| MRK | MERCK & CO INC | $1,813.97万 | 0.35% | 150,800 | -42,738 | -22.1% | -$514.09万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $1,761.65万 | 0.34% | 171,583 | -9,770 | -5.4% | -$100.31万 | 减仓 |
| COF | CAPITAL ONE FINANCIAL CORP | $1,626.64万 | 0.31% | 89,165 | -7,967 | -8.2% | -$145.34万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $1,616.65万 | 0.31% | 35,069 | 11,492 | 48.7% | $529.77万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $1,556.49万 | 0.30% | 165,619 | 23,144 | 16.2% | $217.51万 | 加仓 |
| XLU | UTILITIES SELECT SECTOR SPDR FUND | $1,527.79万 | 0.29% | 332,924 | 160,138 | 92.7% | $734.87万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $1,523.69万 | 0.29% | 314,421 | 8,780 | 2.9% | $42.55万 | 加仓 |
| — | HONEYWELL INTERNATIONAL, INC | $1,506.81万 | 0.29% | 66,664 | 7,791 | 13.2% | $176.10万 | 加仓 |
| DHR | DANAHER CORP | $1,458.03万 | 0.28% | 76,900 | 5,442 | 7.6% | $103.18万 | 加仓 |
| ACWX | ISHARES MSCI ACWI EX US ETF | $1,451.51万 | 0.28% | 211,992 | 4,336 | 2.1% | $29.69万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $1,437.42万 | 0.28% | 284,018 | -22,460 | -7.3% | -$113.67万 | 减仓 |
| IEFA | ISHARES TR | $1,419.24万 | 0.27% | 156,771 | 93,969 | 149.6% | $850.70万 | 加仓 |
| ASML | ASML HLDG NV | $1,411.57万 | 0.27% | 10,687 | 164 | 1.6% | $21.66万 | 加仓 |
| WM | WASTE MANAGEMENT INC | $1,384.67万 | 0.27% | 60,258 | 7,976 | 15.3% | $183.28万 | 加仓 |
| XLB | SELECT SECTOR SPDR TR | $1,372.02万 | 0.26% | 274,568 | 55,620 | 25.4% | $277.93万 | 加仓 |
| BSCQ | INVESCO BULLETSHARES 2026 CORPORATE BOND ETF | $1,367.21万 | 0.26% | 700,055 | 40,960 | 6.2% | $79.99万 | 加仓 |
| NSC | NORFOLK SOUTHERN CORPORATION | $1,325.29万 | 0.25% | 46,177 | -1,123 | -2.4% | -$32.23万 | 减仓 |
| IYW | ISHARES DOW JONES US TECHNOLOGY SECTOR INDEX | $1,325.03万 | 0.25% | 73,036 | 8,945 | 14.0% | $162.28万 | 加仓 |
| FEZ | SPDR INDEX SHS FDS | $1,273.45万 | 0.24% | 205,130 | 52,367 | 34.3% | $325.09万 | 加仓 |
| DON | WISDOMTREE TR | $1,270.76万 | 0.24% | 241,866 | -50,276 | -17.2% | -$264.15万 | 减仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $1,251.59万 | 0.24% | 183,303 | 10,734 | 6.2% | $73.29万 | 加仓 |
| BX | BLACKSTONE INC | $1,226.02万 | 0.24% | 106,620 | 2,120 | 2.0% | $24.38万 | 加仓 |
| MAR | MARRIOTT INTERNATIONAL, INC CL A | $1,214.93万 | 0.23% | 37,146 | -901 | -2.4% | -$29.47万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $1,212.82万 | 0.23% | 83,967 | -3,629 | -4.1% | -$52.42万 | 减仓 |
| DIS | WALT DISNEY COMPANY | $1,189.12万 | 0.23% | 123,378 | 27,253 | 28.4% | $262.67万 | 加仓 |
| BSCS | INVESCO BULLETSHARES 2028 CORPORATE BOND ETF | $1,183.10万 | 0.23% | 579,298 | 57,482 | 11.0% | $117.40万 | 加仓 |
| ADBE | ADOBE INC | $1,168.07万 | 0.22% | 48,053 | 9,230 | 23.8% | $224.36万 | 加仓 |
| UNP | UNION PAC CORP | $1,143.79万 | 0.22% | 47,143 | -607 | -1.3% | -$14.73万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS | $1,126.13万 | 0.22% | 224,329 | -81,967 | -26.8% | -$411.47万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $1,122.85万 | 0.22% | 207,742 | 1,142 | 0.6% | $6.17万 | 加仓 |