United Bank
Zebulon GA · SEC CIK 0001697791
$3.01亿2026Q1 申报市值
124持仓数
35.9%前十大占比 · 第一大 4.3%
6 / 5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
GUNR 加仓+$198.40万
AVGO 加仓+$142.78万
CVS 新建仓+$128.41万
MSFT 加仓+$126.26万
MDT 加仓+$95.44万
2026Q1 卖出最多 按季末市值估算
XLRE 减仓-$292.51万
NSC 减仓-$130.90万
NOW 清仓-$118.37万
XLV 减仓-$73.04万
HONEYWELL INTL I 减仓-$71.18万
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 |
|---|---|---|---|---|---|---|---|---|
| AVGO | BROADCOM INC | $280.76万 | 0.93% | 9,071 | 4,613 | 103.5% | $142.78万 | 加仓 |
| LOW | LOWES COS INC | $282.12万 | 0.94% | 11,940 | -339 | -2.8% | -$8.01万 | 减仓 |
| TJX | TJX COS INC NEW | $296.96万 | 0.99% | 18,595 | 1,319 | 7.6% | $21.06万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $304.87万 | 1.01% | 12,472 | -333 | -2.6% | -$8.14万 | 减仓 |
| — | FLEXSHARES TR | $322.51万 | 1.07% | 44,862 | 2,201 | 5.2% | $15.82万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $340.79万 | 1.13% | 33,193 | 1,388 | 4.4% | $14.25万 | 加仓 |
| CAT | CATERPILLAR INC | $348.35万 | 1.16% | 4,917 | 266 | 5.7% | $18.85万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $360.93万 | 1.20% | 17,742 | 3,075 | 21.0% | $62.55万 | 加仓 |
| — | EXXON MOBIL CORP | $397.41万 | 1.32% | 23,424 | -357 | -1.5% | -$6.06万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $399.09万 | 1.33% | 20,341 | -753 | -3.6% | -$14.77万 | 减仓 |
| IJR | ISHARES TR | $411.96万 | 1.37% | 33,140 | -27 | -0.1% | -$3,356 | 减仓 |
| MA | MASTERCARD INCORPORATED | $416.47万 | 1.39% | 8,335 | 548 | 7.0% | $27.38万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $451.25万 | 1.50% | 73,662 | 4,665 | 6.8% | $28.58万 | 加仓 |
| META | META PLATFORMS INC | $470.29万 | 1.56% | 8,220 | 1,107 | 15.6% | $63.33万 | 加仓 |
| IVW | ISHARES TR | $511.10万 | 1.70% | 45,186 | -2,416 | -5.1% | -$27.33万 | 减仓 |
| SO | SOUTHERN CO | $534.05万 | 1.78% | 55,330 | 19 | 0.0% | $1,834 | 加仓 |
| IJH | ISHARES TR | $578.51万 | 1.92% | 85,667 | -206 | -0.2% | -$1.39万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $599.85万 | 2.00% | 6,020 | 350 | 6.2% | $34.88万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $662.44万 | 2.20% | 215,919 | 5,827 | 2.8% | $17.88万 | 加仓 |
| KO | COCA COLA CO | $693.42万 | 2.31% | 91,180 | -1,210 | -1.3% | -$9.20万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $840.53万 | 2.80% | 28,574 | 339 | 1.2% | $9.97万 | 加仓 |
| AMZN | AMAZON COM INC | $926.78万 | 3.08% | 44,499 | 2,609 | 6.2% | $54.34万 | 加仓 |
| MSFT | MICROSOFT CORP | $933.72万 | 3.11% | 25,224 | 3,411 | 15.6% | $126.26万 | 加仓 |
| HYGV | FLEXSHARES TR | $969.18万 | 3.22% | 241,931 | 5,781 | 2.4% | $23.16万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $1,108.44万 | 3.69% | 83,404 | 3,297 | 4.1% | $43.82万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,151.20万 | 3.83% | 66,009 | 3,525 | 5.6% | $61.48万 | 加仓 |
| GUNR | FLEXSHARES TR | $1,165.40万 | 3.88% | 211,277 | 35,968 | 20.5% | $198.40万 | 加仓 |
| NFRA | FLEXSHARES TR | $1,175.26万 | 3.91% | 183,778 | 14,268 | 8.4% | $91.24万 | 加仓 |
| AAPL | APPLE INC | $1,226.44万 | 4.08% | 48,325 | 2,069 | 4.5% | $52.51万 | 加仓 |
| GOOGL | ALPHABET INC | $1,290.77万 | 4.29% | 44,887 | -16 | -0.0% | -$4,601 | 减仓 |