13F 机构持仓

FIRST UNITED BANK & TRUST

OAKLAND MD · SEC CIK 0001214183

2026Q22026Q1 更早 9 个季度 🔒
$3.08亿2026Q1 申报市值
395持仓数
36.4%前十大占比 · 第一大 6.2%
19 / 18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 6.2%
VTV 5.7%
DVY 3.7%
VOO 3.6%
VO 3.1%
VUG 3.1%
IEFA 3.0%
AAPL 2.8%
RSP 2.7%
IEMG 2.5%

2026Q1 买入最多 按季末市值估算

IEMG 加仓+$294.51万
VO 加仓+$277.01万
IEFA 加仓+$204.69万
RSP 加仓+$184.57万
VB 加仓+$181.09万

2026Q1 卖出最多 按季末市值估算

GOOGL 减仓-$154.74万
ANET 减仓-$142.45万
VOO 减仓-$128.11万
QQQ 减仓-$127.73万
NVDA 减仓-$118.26万

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
IWN iShares Russell 2000 Value ETF $8.53万0.03%450 00.0% — 不变
XLRE Select SEC Real Estate $8.32万0.03%2,037 -577-22.1% -$2.36万 减仓
COP ConocoPhillips $8.18万0.03%620 00.0% — 不变
BKNG Booking Hldgs Inc $8.00万0.03%19 00.0% — 不变
IJT iShares S&P Smallcap 600/Barra Growth Index FD $7.96万0.03%550 00.0% — 不变
PAVE Global X FDS US Infr Dev ETF $7.95万0.03%1,565 00.0% — 不变
CHCO City Holding Co. Ordinary Shares $7.95万0.03%665 00.0% — 不变
— Taseko Mines Ltd. $7.87万0.03%12,200 12,200— $7.87万 新建仓
AMAT Applied Matls Inc Com $7.72万0.03%226 00.0% — 不变
STX Seagate Technology Hldngs Plord Shs $7.44万0.02%190 190— $7.44万 新建仓
XLV Select Sector SPDR Tr SBI Healthcare $7.05万0.02%481 11932.9% $1.74万 加仓
V VISA Inc $6.56万0.02%217 -10-4.4% -$3,022 减仓
OXY Occidental Pete Corp Del Com $6.50万0.02%1,000 -500-33.3% -$3.25万 减仓
CL Colgate Palmolive Co Com $6.43万0.02%755 00.0% — 不变
APD Air Products & Chemicals Inc $6.39万0.02%220 00.0% — 不变
ARLP Alliance Resource Partners, Lp Unit $6.36万0.02%2,300 00.0% — 不变
EMR Emerson Elec Co Com $6.12万0.02%467 00.0% — 不变
ULTA Ulta Salon Cosmetics & Fragrance $6.01万0.02%115 00.0% — 不变
AMX American Movil NPV ADR $5.99万0.02%2,350 00.0% — 不变
ADI Analog Divices Inc $5.98万0.02%188 00.0% — 不变
IYR iShares Dow Jones US Real Estate $5.90万0.02%624 -150-19.4% -$1.42万 减仓
FE Firstenergy Corp Com $5.89万0.02%1,162 00.0% — 不变
SLV iShares Silver Trust $5.76万0.02%845 00.0% — 不变
— Baron Global Durable Advantage ETF $5.56万0.02%2,375 2,375— $5.56万 新建仓
EQT EQT Corp $5.49万0.02%862 00.0% — 不变
UL Unilever Plc ADR $5.43万0.02%954 00.0% — 不变
SNDK Sandisk Corp Ordinary Shares $5.40万0.02%85 85— $5.40万 新建仓
TMO Thermo Fisher Scientific Inc $5.36万0.02%109 00.0% — 不变
MSI Motorola Solutions Inc Com New $5.34万0.02%123 00.0% — 不变
— DuPont DE Nemours Inc $5.04万0.02%1,100 19121.0% $8,748 加仓
PH Parker Hannifin Corp $5.01万0.02%56 00.0% — 不变
TGT Target Corp $4.85万0.02%400 -150-27.3% -$1.82万 减仓
AON AON PLC Shs CL A $4.84万0.02%150 00.0% — 不变
ACNB ACNB Corp Com $4.74万0.02%990 990— $4.74万 新建仓
PGX Invesco Preferred ETF $4.73万0.02%4,343 1,05532.1% $1.15万 加仓
HIG Hartford Group Inc $4.60万0.01%340 00.0% — 不变
CB Chubb Limited Com $4.53万0.01%139 00.0% — 不变
AMLP Alerian Mlp Alps Etf $4.39万0.01%834 00.0% — 不变
AFL AFLAC Inc $4.39万0.01%400 00.0% — 不变
PRU Prudential Financial Inc $4.30万0.01%440 -90-17.0% -$8,792 减仓
GS Goldman Sachs Group Inc $4.23万0.01%50 00.0% — 不变
CARR Carrier Global Corp $4.22万0.01%750 00.0% — 不变
MMM 3M Co Com $4.21万0.01%290 -15-4.9% -$2,178 减仓
NOW Servicenow Inc $4.18万0.01%400 -4,225-91.4% -$44.17万 减仓
— DFA US Small Cap ETF $4.16万0.01%585 00.0% — 不变
UPS United Parcel Services B $4.13万0.01%420 00.0% — 不变
VNT Vontier Corp $4.04万0.01%1,140 -360-24.0% -$1.28万 减仓
PNW Pinnacle West Cap Corp Com $4.03万0.01%400 00.0% — 不变
BMNR Bitmine Immersion Technologies Inc Ordinary Shares $3.96万0.01%2,000 00.0% — 不变
— iShares Govt/Credit Bond $3.91万0.01%375 -120-24.2% -$1.25万 减仓
HAL Halliburton Co Com $3.90万0.01%1,000 00.0% — 不变
NNN Nnn REIT Inc Com $3.78万0.01%900 00.0% — 不变
SHM SPDR Nuveen Barclays Sht Trm $3.71万0.01%775 00.0% — 不变
DLR Digital Rlty Tr Inc $3.69万0.01%205 -15-6.8% -$2,703 减仓
WULF TeraWulf Inc. $3.67万0.01%2,540 2,540— $3.67万 新建仓
— Sprott Copper Miners Etf $3.57万0.01%1,000 1,000— $3.57万 新建仓
XLB Materials Sector SPDR $3.55万0.01%710 -20-2.7% -$999 减仓
INTC Intel Corp Com $3.53万0.01%800 00.0% — 不变
KEY Key Corp $3.51万0.01%1,750 00.0% — 不变
IDXX IDEXX Labs Inc Com $3.48万0.01%62 00.0% — 不变
EFA iShares MSCI Eafe ETF $3.48万0.01%358 00.0% — 不变
ROK Rockwell Intl Corp New Automation $3.45万0.01%96 00.0% — 不变
VYM Vanguard High Dividend Yield ETF $3.41万0.01%230 00.0% — 不变
MSCI MSCI Inc $3.40万0.01%63 -5-7.4% -$2,695 减仓
AN Autonation Inc Com $3.32万0.01%170 00.0% — 不变
KMB Kimberly Clark Corp Com $3.29万0.01%341 -20-5.5% -$1,929 减仓
DHT Dht Holdings Inc Ordinary Shares $3.29万0.01%1,800 00.0% — 不变
MRSH Marsh & McLennan Companies, Inc. $3.21万0.01%185 00.0% — 不变
GEHC GE Healthcare Technologies Inc $3.13万0.01%440 00.0% — 不变
WAT Waters Corp $3.10万0.01%104 104— $3.10万 新建仓
NLY Annaly Cap Mgmt Inc Com $3.05万0.01%1,440 00.0% — 不变
TAP Molson Coors Beverage CO Compa CLASS B CORP COMMON $3.01万0.01%700 00.0% — 不变
PSX Phillips 66 $3.01万0.01%165 00.0% — 不变
MET Metlife, Inc. $2.83万0.01%400 -286-41.7% -$2.02万 减仓
WPC W P Carey Inc $2.82万0.01%415 00.0% — 不变
BP BP Amoco P L C Sponsored ADR $2.82万0.01%600 00.0% — 不变
COF Capital One $2.77万0.01%152 00.0% — 不变
SW Smurfit Westrock Plc Ordinary Shares $2.69万0.01%675 00.0% — 不变
NVS Novartis AG ADR $2.67万0.01%175 00.0% — 不变
USB US Bancorp $2.60万0.01%500 00.0% — 不变
CF CF Industries Holdings Inc $2.60万0.01%200 00.0% — 不变
CTAS Cintas Corp. $2.54万0.01%150 150— $2.54万 新建仓
SYY Sysco Corp $2.50万0.01%350 00.0% — 不变
KKR KKR & Co Inc Com $2.47万0.01%267 -32-10.7% -$2,960 减仓
MAA Mid-America Apartment Communities Inc. $2.44万0.01%200 00.0% — 不变
NUSC Nuveen ESG Small-Cap ETF $2.43万0.01%540 00.0% — 不变
CMI Cummins Inc $2.42万0.01%45 -15-25.0% -$8,070 减仓
PII Polaris Inds Inc Com $2.32万0.01%425 00.0% — 不变
SHEL Shell PLC Spon ADS $2.23万0.01%240 -25-9.4% -$2,325 减仓
SDY SPDR Ser Tr S&P Divid ETF $2.19万0.01%150 00.0% — 不变
OTIS Otis Worldwide Corp Com $2.12万0.01%275 00.0% — 不变
XYZ Square Inc. $2.11万0.01%350 00.0% — 不变
GSLC Goldman Sachs Activebeta US Large Cap Equity Etf Actvbeta Lrg $2.09万0.01%167 00.0% — 不变
XYL Xylem Inc $1.91万0.01%160 00.0% — 不变
SPG Simon Property Group Inc $1.87万0.01%100 00.0% — 不变
ZTS Zoetis Inc CL A $1.83万0.01%155 -380-71.0% -$4.49万 减仓
AVY Avery Dennison Corp $1.83万0.01%106 00.0% — 不变
BCO Brinks Co Com $1.81万0.01%175 00.0% — 不变
VPU Vanguard Utilities Index Fund ETF $1.78万0.01%90 00.0% — 不变
VLTO Veralto Corp $1.78万0.01%201 -76-27.4% -$6,720 减仓