FIRST UNITED BANK & TRUST
OAKLAND MD · SEC CIK 0001214183
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| QQQ | Invesco QQQ Unit Series 1 | $1,905.62万 | 6.19% | 33,016 | -2,213 | -6.3% | -$127.73万 | 减仓 |
| VTV | Vanguard Value ETF | $1,742.39万 | 5.66% | 88,807 | -1,450 | -1.6% | -$28.45万 | 减仓 |
| DVY | iShares Select Dividend ETF | $1,135.82万 | 3.69% | 75,016 | 9,935 | 15.3% | $150.43万 | 加仓 |
| VOO | Vanguard Index FDS S&P 500 ETF Shs | $1,106.07万 | 3.59% | 18,510 | -2,144 | -10.4% | -$128.11万 | 减仓 |
| VO | Vanguard Mid-Cap ETF | $968.83万 | 3.15% | 33,736 | 9,646 | 40.0% | $277.01万 | 加仓 |
| VUG | Vanguard Growth ETF | $967.62万 | 3.14% | 22,153 | -1,778 | -7.4% | -$77.66万 | 减仓 |
| IEFA | iShares Tr Core MSCI Eafe ETF | $923.47万 | 3.00% | 102,007 | 22,610 | 28.5% | $204.69万 | 加仓 |
| AAPL | Apple Inc Com | $859.56万 | 2.79% | 33,869 | -2,242 | -6.2% | -$56.90万 | 减仓 |
| RSP | Invesco S&P 500 Equal Weight | $835.29万 | 2.71% | 43,523 | 9,617 | 28.4% | $184.57万 | 加仓 |
| IEMG | iShares in Core MSCI Emerging Mkts | $777.50万 | 2.52% | 111,469 | 42,223 | 61.0% | $294.51万 | 加仓 |
| VB | Vanguard Index FDS Small CP ETF | $609.15万 | 1.98% | 23,257 | 6,914 | 42.3% | $181.09万 | 加仓 |
| VOE | Vanguard Index FDS McAp Vl Idxvip | $607.44万 | 1.97% | 32,963 | 3,465 | 11.7% | $63.85万 | 加仓 |
| VOT | Vanguard Index FDS McAp GR Idxvip | $553.84万 | 1.80% | 21,521 | 3,013 | 16.3% | $77.54万 | 加仓 |
| MSFT | Microsoft Corp Com | $541.74万 | 1.76% | 14,635 | -726 | -4.7% | -$26.87万 | 减仓 |
| FBND | Fideltiy Total Bond ETF | $512.55万 | 1.66% | 112,352 | 3,963 | 3.7% | $18.08万 | 加仓 |
| GOOGL | Alphabet Inc | $494.78万 | 1.61% | 17,206 | -5,381 | -23.8% | -$154.74万 | 减仓 |
| JPM | J P Morgan Chase & Co | $462.83万 | 1.50% | 15,734 | -1,600 | -9.2% | -$47.07万 | 减仓 |
| IVV | iShares Core S&P 500 ETF | $434.65万 | 1.41% | 6,654 | -64 | -1.0% | -$4.18万 | 减仓 |
| HYGV | Flexshares Tr Hig Yld Vl ETF | $428.95万 | 1.39% | 107,078 | 2,408 | 2.3% | $9.65万 | 加仓 |
| SPY | SPDR S&P 500 Index | $391.57万 | 1.27% | 6,021 | -271 | -4.3% | -$17.62万 | 减仓 |
| SPGP | Invesco S&P 500 Garp ETF | $390.57万 | 1.27% | 36,292 | -6,315 | -14.8% | -$67.96万 | 减仓 |
| NVDA | Nvidia Corp | $385.55万 | 1.25% | 22,107 | -6,781 | -23.5% | -$118.26万 | 减仓 |
| ANET | Arista Networks Inc Ordinary Shares | $342.21万 | 1.11% | 27,872 | -11,602 | -29.4% | -$142.45万 | 减仓 |
| IWF | iShares Russell 1000 Growth ETF | $309.78万 | 1.01% | 7,265 | -362 | -4.7% | -$15.44万 | 减仓 |
| MCD | McDonalds Corp Com | $305.23万 | 0.99% | 9,821 | -178 | -1.8% | -$5.53万 | 减仓 |
| LOW | Lowes Cos Inc Com | $294.12万 | 0.96% | 12,448 | -1,149 | -8.5% | -$27.15万 | 减仓 |
| — | Flexshares Stoxx US ESG Impact Index | $287.24万 | 0.93% | 18,930 | -7,220 | -27.6% | -$109.56万 | 减仓 |
| IWR | iShares Russell Mid-Cap ETF | $278.81万 | 0.91% | 28,675 | -290 | -1.0% | -$2.82万 | 减仓 |
| VBR | Vanguard Small-Cap Value ETF | $277.23万 | 0.90% | 12,761 | 1,929 | 17.8% | $41.91万 | 加仓 |
| IYW | iShares Dow Jones US Technology | $263.86万 | 0.86% | 14,544 | -1,272 | -8.0% | -$23.08万 | 减仓 |
| CVX | Chevrontexaco | $259.29万 | 0.84% | 12,532 | 57 | 0.5% | $1.18万 | 加仓 |
| PNC | PNC Finl Svcs Group Inc Com | $252.31万 | 0.82% | 12,125 | 2 | 0.0% | $416 | 加仓 |
| AMZN | Amazon Com Inc Com | $243.03万 | 0.79% | 11,669 | -370 | -3.1% | -$7.71万 | 减仓 |
| — | Honeywell Intl Inc Com | $242.17万 | 0.79% | 10,714 | -365 | -3.3% | -$8.25万 | 减仓 |
| COST | Costco Whsl Corp New | $234.26万 | 0.76% | 2,351 | -154 | -6.1% | -$15.35万 | 减仓 |
| PG | Procter & Gamble Co Com | $226.28万 | 0.73% | 15,666 | -889 | -5.4% | -$12.84万 | 减仓 |
| GLD | SPDR Gold Trust ETF | $226.25万 | 0.73% | 5,258 | 905 | 20.8% | $38.94万 | 加仓 |
| SO | Southern Co Com | $225.12万 | 0.73% | 23,324 | -500 | -2.1% | -$4.83万 | 减仓 |
| CSX | CSX Corp Com | $212.31万 | 0.69% | 51,719 | 763 | 1.5% | $3.13万 | 加仓 |
| STIP | iShares 0-5 Year TIPS Bond ETF | $209.55万 | 0.68% | 20,260 | 13,969 | 222.0% | $144.48万 | 加仓 |
| AMGN | Amgen Inc Com | $207.03万 | 0.67% | 5,884 | -73 | -1.2% | -$2.57万 | 减仓 |
| CSCO | Cisco Sys Inc Com | $205.84万 | 0.67% | 26,529 | -442 | -1.6% | -$3.43万 | 减仓 |
| VLO | Valero Energy New | $205.08万 | 0.67% | 8,300 | -20 | -0.2% | -$4,942 | 减仓 |
| — | Exxon Mobil Corp Com | $189.36万 | 0.61% | 11,161 | 993 | 9.8% | $16.85万 | 加仓 |
| MA | Mastercard Inc | $186.92万 | 0.61% | 3,741 | -334 | -8.2% | -$16.69万 | 减仓 |
| DHR | Danaher Corp Del Com | $176.84万 | 0.57% | 9,327 | -777 | -7.7% | -$14.73万 | 减仓 |
| MTB | M & T Bank Corp | $176.21万 | 0.57% | 8,524 | 191 | 2.3% | $3.95万 | 加仓 |
| BND | Vanguard Bond Index Fund Inctotal Bd Market | $163.53万 | 0.53% | 22,206 | -2,377 | -9.7% | -$17.50万 | 减仓 |
| PULS | PGIM Ultra-Short Bond ETF | $163.02万 | 0.53% | 32,934 | -1,811 | -5.2% | -$8.96万 | 减仓 |
| JNJ | Johnson & Johnson Com | $161.09万 | 0.52% | 6,590 | -317 | -4.6% | -$7.75万 | 减仓 |
| ISRG | Intuituve Surgical Inc | $155.77万 | 0.51% | 3,379 | -274 | -7.5% | -$12.63万 | 减仓 |
| VZ | Verizon Communications | $155.64万 | 0.51% | 31,004 | 3,245 | 11.7% | $16.29万 | 加仓 |
| ITW | Illinois Tool WKS Inc | $148.91万 | 0.48% | 5,721 | 12 | 0.2% | $3,123 | 加仓 |
| CME | CME Group Inc | $148.65万 | 0.48% | 5,033 | -225 | -4.3% | -$6.65万 | 减仓 |
| PEP | PepsiCo Inc Com | $146.56万 | 0.48% | 9,438 | -374 | -3.8% | -$5.81万 | 减仓 |
| ABT | Abbott Labs Com | $146.56万 | 0.48% | 14,275 | -1,700 | -10.6% | -$17.45万 | 减仓 |
| WMT | Wal Mart Stores Inc Com | $136.77万 | 0.44% | 11,005 | -297 | -2.6% | -$3.69万 | 减仓 |
| PWR | Quanta Services Inc | $135.50万 | 0.44% | 2,468 | -91 | -3.6% | -$5.00万 | 减仓 |
| BX | Blackstone Group Inc | $120.54万 | 0.39% | 10,483 | -2,780 | -21.0% | -$31.97万 | 减仓 |
| PVAL | Putnam Focused Large Cap Value ETF | $119.69万 | 0.39% | 25,795 | 25,795 | — | $119.69万 | 新建仓 |
| VBK | Vanguard Index FDS Sml CP Grw ETF | $119.24万 | 0.39% | 3,945 | 410 | 11.6% | $12.39万 | 加仓 |
| ECL | Ecolab Inc | $114.71万 | 0.37% | 4,312 | -108 | -2.4% | -$2.87万 | 减仓 |
| TIP | iShares TIPS Bond ETF | $107.01万 | 0.35% | 9,696 | 3,269 | 50.9% | $36.08万 | 加仓 |
| GEV | Ge Vernova Inc Corp Com | $106.93万 | 0.35% | 1,225 | -6 | -0.5% | -$5,237 | 减仓 |
| — | PGIM Municipal Income Opportunities ETF | $103.40万 | 0.34% | 20,475 | 8,400 | 69.6% | $42.42万 | 加仓 |
| FTNT | Fortinet Inc Com | $101.78万 | 0.33% | 12,455 | -2,085 | -14.3% | -$17.04万 | 减仓 |
| BRK/B | Berkshire Hathaway B | $100.34万 | 0.33% | 2,094 | -10 | -0.5% | -$4,792 | 减仓 |
| MCK | McKesson Corp Com | $97.53万 | 0.32% | 1,127 | 52 | 4.8% | $4.50万 | 加仓 |
| BKLN | Invesco Sr Loan ETF | $94.01万 | 0.31% | 46,062 | -9,296 | -16.8% | -$18.97万 | 减仓 |
| WEC | WEC Energy Group Inc | $93.14万 | 0.30% | 8,045 | 340 | 4.4% | $3.94万 | 加仓 |
| GOOG | Alphabet Inc | $90.45万 | 0.29% | 3,153 | -70 | -2.2% | -$2.01万 | 减仓 |
| TSLA | Tesla Inc Com | $87.32万 | 0.28% | 2,349 | 134 | 6.0% | $4.98万 | 加仓 |
| HYD | Vaneck Vec High Yld Mun ETF | $85.97万 | 0.28% | 17,146 | -3,035 | -15.0% | -$15.22万 | 减仓 |
| HD | Home Depot Inc Com | $85.77万 | 0.28% | 2,608 | 0 | 0.0% | — | 不变 |
| IWD | iShares Russell 1000 Value ETF | $82.63万 | 0.27% | 3,867 | 0 | 0.0% | — | 不变 |
| LLY | Lilly Eli & Co Com | $81.58万 | 0.26% | 887 | -8 | -0.9% | -$7,358 | 减仓 |
| NEE | Nextera Energy Inc | $79.78万 | 0.26% | 8,590 | -238 | -2.7% | -$2.21万 | 减仓 |
| CVS | CVS/Caremark Corp | $79.23万 | 0.26% | 11,032 | -260 | -2.3% | -$1.87万 | 减仓 |
| ET | LP Energy Transfer Eq | $78.43万 | 0.25% | 40,635 | 699 | 1.8% | $1.35万 | 加仓 |
| IWP | iShares Russell Midcap Growth ETF | $77.49万 | 0.25% | 6,048 | -12 | -0.2% | -$1,537 | 减仓 |
| XLK | Select Sector SPDR Tr Technology | $76.02万 | 0.25% | 5,720 | -4,412 | -43.5% | -$58.64万 | 减仓 |
| ERIE | Erie Indty Co CL A | $75.39万 | 0.24% | 3,000 | 0 | 0.0% | — | 不变 |
| NOC | Northrop Grumman Corp | $74.36万 | 0.24% | 1,090 | 32 | 3.0% | $2.18万 | 加仓 |
| MCHP | Microchip Technology Inc. Com | $73.56万 | 0.24% | 11,385 | 50 | 0.4% | $3,231 | 加仓 |
| PKG | Packaging Corp of America | $71.82万 | 0.23% | 3,384 | 7 | 0.2% | $1,486 | 加仓 |
| AMD | Advanced Micro Devices Inc Com | $71.79万 | 0.23% | 3,529 | -370 | -9.5% | -$7.53万 | 减仓 |
| FLOT | iShares Floating Rate Bond | $68.60万 | 0.22% | 13,465 | -6,655 | -33.1% | -$33.91万 | 减仓 |
| IBM | International Business MacHscom | $68.31万 | 0.22% | 2,818 | -15 | -0.5% | -$3,636 | 减仓 |
| META | $67.68万 | 0.22% | 1,183 | 13 | 1.1% | $7,438 | 加仓 | |
| RSG | Republic Svcs Inc Com | $66.47万 | 0.22% | 3,035 | -770 | -20.2% | -$16.86万 | 减仓 |
| CAT | Caterpillar Inc Del Com | $65.39万 | 0.21% | 923 | -7 | -0.8% | -$4,959 | 减仓 |
| VCIT | Vanguard Scottsdale FDS Int-Term Corp | $65.38万 | 0.21% | 7,901 | 1,185 | 17.6% | $9.81万 | 加仓 |
| EOG | EOG RES Inc | $63.58万 | 0.21% | 4,398 | -785 | -15.1% | -$11.35万 | 减仓 |
| CBRE | CBRE Group Inc CL A | $63.04万 | 0.20% | 4,654 | -542 | -10.4% | -$7.34万 | 减仓 |
| GL | Globe Life Inc Ordinary Shares | $60.61万 | 0.20% | 4,355 | 90 | 2.1% | $1.25万 | 加仓 |
| NXST | Nexstar Media Grop | $59.95万 | 0.19% | 3,315 | 220 | 7.1% | $3.98万 | 加仓 |
| FBCG | Fidelity Covington Trust Blue Chip Growth Etf | $56.01万 | 0.18% | 11,176 | 7,650 | 217.0% | $38.34万 | 加仓 |
| TFC | Truist Finl Corp Com | $54.44万 | 0.18% | 11,843 | -1,000 | -7.8% | -$4.60万 | 减仓 |
| IGSB | iShares 1-3 Yr Cr Bd ETF | $51.41万 | 0.17% | 9,781 | 2,182 | 28.7% | $11.47万 | 加仓 |
| VEA | Vanguard Europe Pacific ETF | $50.72万 | 0.16% | 7,915 | -100 | -1.2% | -$6,408 | 减仓 |