13F 机构持仓

FIRST UNITED BANK & TRUST

OAKLAND MD · SEC CIK 0001214183

2026Q22026Q1 更早 9 个季度 🔒
$3.48亿2026Q2 申报市值
420持仓数
37.0%前十大占比 · 第一大 7.0%
30 / 6新建仓 / 清仓
申报市值走势$3.48亿2026Q2
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

QQQ 7.0%
VTV 5.5%
VOO 3.6%
DVY 3.4%
VO 3.2%
VUG 3.2%
IEFA 2.9%
RSP 2.9%
AAPL 2.8%
IEMG 2.5%

2026Q2 买入最多 按季末市值估算

DFIS 新建仓+$193.12万
PVAL 加仓+$122.47万
HONA 新建仓+$116.46万
STIP 加仓+$90.55万
RSP 加仓+$81.85万

2026Q2 卖出最多 按季末市值估算

HON 减仓-$121.94万
IEMG 减仓-$68.21万
GLD 减仓-$46.05万
ABT 减仓-$33.80万
VUG 减仓-$29.72万

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
FNDX Schwab Strategic Trust Fundamental U.S. Large Company Etf $1.18万0.00%380 00.0% — 不变
XYL Xylem Inc $1.18万0.00%100 -60-37.5% -$7,093 减仓
CHD Church & Dwight Co Inc Com $1.26万0.00%130 00.0% — 不变
— Warner Bros Discovery Inc Com Ser A $1.31万0.00%493 00.0% — 不变
BAB Invesco Taxable Municipal Bond ETF $1.32万0.00%490 00.0% — 不变
COIN Coinbase Global Inc $1.32万0.00%90 00.0% — 不变
A Agilent Technologies Inc. Ordinary Shares $1.33万0.00%100 00.0% — 不变
IGM Blackrock Institutional Trust Company N.A. Ishares Expanded Tech Sector Etf $1.36万0.00%83 00.0% — 不变
CGNX Cognex Corp $1.45万0.00%200 00.0% — 不变
TTWO Take-Two Interactive Softwarcom $1.47万0.00%59 1947.5% $4,750 重新持有
SCHW Schwab Charles Corp New $1.60万0.00%173 8086.0% $7,382 加仓
SOXX Ishares Semiconductor Etf $1.60万0.00%25 00.0% — 不变
VNT Vontier Corp $1.61万0.00%555 -585-51.3% -$1.70万 减仓
HOG Harley Davidson Inc Com $1.61万0.00%660 00.0% — 不变
BCO Brinks Co Com $1.65万0.00%175 00.0% — 不变
AVY Avery Dennison Corp $1.72万0.00%106 00.0% — 不变
KEYS Keysight Technologies Inc $1.75万0.01%50 00.0% — 不变
VPU Vanguard Utilities Index Fund ETF $1.76万0.01%90 00.0% — 不变
VLTO Veralto Corp $1.78万0.01%201 00.0% — 不变
SHEL Shell PLC Spon ADS $1.86万0.01%240 00.0% — 不变
— Mainstreet Bancshares Inc Com $1.95万0.01%790 00.0% — 不变
OTIS Otis Worldwide Corp Com $1.97万0.01%275 00.0% — 不变
ASML Asml Holding NV New York Shares $1.99万0.01%10 10— $1.99万 新建仓
TROW Price T Rowe Group Inc $1.99万0.01%175 00.0% — 不变
SIRI Sirius Xm Holdings Inc. $2.00万0.01%678 00.0% — 不变
IJS iShares S&P Small Cap 600 Value ETF $2.05万0.01%150 00.0% — 不变
CMI Cummins Inc $2.14万0.01%30 -15-33.3% -$1.07万 减仓
CF CF Industries Holdings Inc $2.17万0.01%200 00.0% — 不变
AXP American Express Co Com $2.20万0.01%65 40160.0% $1.35万 加仓
BP BP Amoco P L C Sponsored ADR $2.22万0.01%600 00.0% — 不变
SPG Simon Property Group Inc $2.24万0.01%100 00.0% — 不变
SDY SPDR Ser Tr S&P Divid ETF $2.28万0.01%150 00.0% — 不变
GSLC Goldman Sachs Activebeta US Large Cap Equity Etf Actvbeta Lrg $2.37万0.01%167 00.0% — 不变
KKR KKR & Co Inc Com $2.45万0.01%267 00.0% — 不变
CTAS Cintas Corp. $2.55万0.01%150 00.0% — 不变
ICLN iShares Global Clean Energy $2.56万0.01%1,250 1,250— $2.56万 新建仓
XYZ Square Inc. $2.66万0.01%350 00.0% — 不变
TAP Molson Coors Beverage CO Compa CLASS B CORP COMMON $2.73万0.01%700 00.0% — 不变
DHT Dht Holdings Inc Ordinary Shares $2.73万0.01%1,650 -150-8.3% -$2,480 减仓
WAT Waters Corp $2.74万0.01%73 -31-29.8% -$1.16万 减仓
NVS Novartis AG ADR $2.74万0.01%175 00.0% — 不变
MAA Mid-America Apartment Communities Inc. $2.78万0.01%200 00.0% — 不变
PSX Phillips 66 $2.79万0.01%165 00.0% — 不变
NUSC Nuveen ESG Small-Cap ETF $2.81万0.01%540 00.0% — 不变
GEHC GE Healthcare Technologies Inc $2.82万0.01%440 00.0% — 不变
KMB Kimberly Clark Corp Com $2.87万0.01%261 -80-23.5% -$8,782 减仓
PII Polaris Inds Inc Com $2.91万0.01%425 00.0% — 不变
SYY Sysco Corp $2.93万0.01%350 00.0% — 不变
SNOW Snowflake Inc Ordinary Shares - Class A $2.93万0.01%115 00.0% — 不变
WPC W P Carey Inc $2.97万0.01%415 00.0% — 不变
USB US Bancorp $3.02万0.01%500 00.0% — 不变
MRSH Marsh & McLennan Companies, Inc. $3.08万0.01%185 00.0% — 不变
SW Smurfit Westrock Plc Ordinary Shares $3.12万0.01%675 00.0% — 不变
AN Autonation Inc Com $3.16万0.01%170 00.0% — 不变
NLY Annaly Cap Mgmt Inc Com $3.22万0.01%1,440 00.0% — 不变
IDXX IDEXX Labs Inc Com $3.26万0.01%62 00.0% — 不变
IYR iShares Dow Jones US Real Estate $3.31万0.01%324 -300-48.1% -$3.07万 减仓
HAL Halliburton Co Com $3.40万0.01%1,000 00.0% — 不变
MSCI MSCI Inc $3.53万0.01%63 00.0% — 不变
— iShares Govt/Credit Bond $3.53万0.01%340 -35-9.3% -$3,634 减仓
DLR Digital Rlty Tr Inc $3.68万0.01%205 00.0% — 不变
SHM SPDR Nuveen Barclays Sht Trm $3.72万0.01%775 00.0% — 不变
EFA iShares MSCI Eafe ETF $3.72万0.01%358 00.0% — 不变
MET Metlife, Inc. $3.79万0.01%448 4812.0% $4,061 加仓
— Sprott Copper Miners Etf $3.83万0.01%1,000 00.0% — 不变
KEY Key Corp $4.03万0.01%1,750 00.0% — 不变
COF Capital One $4.09万0.01%204 5234.2% $1.04万 加仓
NNN Nnn REIT Inc Com $4.19万0.01%900 00.0% — 不变
PNW Pinnacle West Cap Corp Com $4.28万0.01%400 00.0% — 不变
HIG Hartford Group Inc $4.31万0.01%325 -15-4.4% -$1,988 减仓
AMLP Alerian Mlp Alps Etf $4.32万0.01%834 00.0% — 不变
UPS United Parcel Services B $4.52万0.01%420 00.0% — 不变
SLV iShares Silver Trust $4.52万0.01%845 00.0% — 不变
AFL AFLAC Inc $4.69万0.01%400 00.0% — 不变
MMM 3M Co Com $4.70万0.01%290 00.0% — 不变
VWO ETF Vanguard Emerging Markets $4.70万0.01%787 787— $4.70万 新建仓
FE Firstenergy Corp Com $4.74万0.01%996 -166-14.3% -$7,892 减仓
CB Chubb Limited Com $4.74万0.01%139 00.0% — 不变
PRU Prudential Financial Inc $4.75万0.01%440 00.0% — 不变
— DFA US Small Cap ETF $4.82万0.01%585 00.0% — 不变
OXY Occidental Pete Corp Del Com $4.86万0.01%1,000 00.0% — 不变
AON AON PLC Shs CL A $4.98万0.01%150 00.0% — 不变
EQT EQT Corp $5.07万0.01%954 9210.7% $4,892 加仓
MSI Motorola Solutions Inc Com New $5.11万0.01%123 00.0% — 不变
DD Dupont DE Nemours Inc. $5.15万0.01%380 -720-65.5% -$9.77万 减仓
ULTA Ulta Salon Cosmetics & Fragrance $5.19万0.01%115 00.0% — 不变
ARLP Alliance Resource Partners, Lp Unit $5.28万0.02%2,200 -100-4.3% -$2,398 减仓
VYM Vanguard High Dividend Yield ETF $5.39万0.02%341 11148.3% $1.75万 加仓
TMO Thermo Fisher Scientific Inc $5.46万0.02%109 00.0% — 不变
PH Parker Hannifin Corp $5.48万0.02%56 00.0% — 不变
CARR Carrier Global Corp $5.50万0.02%750 00.0% — 不变
ROK Rockwell Intl Corp New Automation $5.59万0.02%113 1717.7% $8,416 加仓
XLB Materials Sector SPDR $5.71万0.02%1,123 41358.2% $2.10万 加仓
TGT Target Corp $5.72万0.02%438 389.5% $4,963 加仓
AMX American Movil NPV ADR $5.85万0.02%2,250 -100-4.3% -$2,599 减仓
ACNB ACNB Corp Com $5.88万0.02%990 00.0% — 不变
UL Unilever Plc ADR $6.17万0.02%1,027 737.7% $4,389 加仓
IJR iShares Core S&P Small Cap ETF $6.24万0.02%421 326343.2% $4.83万 加仓
WULF TeraWulf Inc. $6.27万0.02%2,540 00.0% — 不变
ROP Roper Technologies Inc $6.36万0.02%188 -255-57.6% -$8.63万 减仓