UNION SAVINGS BANK
LITCHFIELD CT · SEC CIK 0001985855
$2.28亿2026Q1 申报市值
320持仓数
52.1%前十大占比 · 第一大 16.1%
9 / 9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
IJH 加仓+$325.49万
VEU 加仓+$50.87万
SPHQ 加仓+$45.99万
GVI 加仓+$34.09万
ISRG 加仓+$25.86万
2026Q1 卖出最多 按季末市值估算
FLOT 清仓-$79.31万
ACN 减仓-$22.55万
CALI 减仓-$20.06万
IWV 清仓-$18.26万
NVO 减仓-$17.95万
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 |
|---|---|---|---|---|---|---|---|---|
| — | DUPONT DE NEMOURS, INC. | $2.34万 | 0.01% | 511 | 0 | 0.0% | — | 不变 |
| HPQ | HP INC | $2.42万 | 0.01% | 1,263 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINANCIAL | $2.48万 | 0.01% | 136 | 136 | — | $2.48万 | 新建仓 |
| GRMN | GARMIN LTD | $2.55万 | 0.01% | 110 | 0 | 0.0% | — | 不变 |
| MKC | MCCORMICK & CO INC | $2.66万 | 0.01% | 528 | 0 | 0.0% | — | 不变 |
| XLK | TECHNOLOGY SELECT SECTOR SPDR ETF | $2.87万 | 0.01% | 216 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB US DIVIDEND EQUITY | $2.91万 | 0.01% | 947 | 947 | — | $2.91万 | 新建仓 |
| DRI | DARDEN RESTAURANTS, INC COM | $2.94万 | 0.01% | 150 | 0 | 0.0% | — | 不变 |
| HPE | HEWLETT PACKARD ENT CO | $3.01万 | 0.01% | 1,263 | 0 | 0.0% | — | 不变 |
| ECL | ECOLAB INC | $3.01万 | 0.01% | 113 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR INC COM | $3.01万 | 0.01% | 230 | 0 | 0.0% | — | 不变 |
| PRU | PRUDENTIAL FINL INC COM | $3.05万 | 0.01% | 312 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HOLDINGS INC. | $3.16万 | 0.01% | 81 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $3.32万 | 0.01% | 178 | 0 | 0.0% | — | 不变 |
| ETR | ENTERGY CORPORATION | $3.35万 | 0.01% | 298 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $3.60万 | 0.02% | 258 | 0 | 0.0% | — | 不变 |
| — | WELLS FARGO PFD L | $3.70万 | 0.02% | 32 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WORKS INC | $3.90万 | 0.02% | 150 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL COM | $4.02万 | 0.02% | 175 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCHNG TRADED FD TR GLOBAL WATER | $4.25万 | 0.02% | 979 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC COM | $4.41万 | 0.02% | 212 | 0 | 0.0% | — | 不变 |
| MTN | VAIL RESORTS INC COM | $4.49万 | 0.02% | 350 | 0 | 0.0% | — | 不变 |
| SHY | ISHS BARCLAYS 1-3 YR TREAS BD FD | $4.49万 | 0.02% | 544 | 0 | 0.0% | — | 不变 |
| NVO | NOVO NORDISK AS ADR | $4.60万 | 0.02% | 1,252 | -4,885 | -79.6% | -$17.95万 | 减仓 |
| — | VANECK VEC RETAIL ETF | $5.02万 | 0.02% | 200 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES | $5.66万 | 0.02% | 278 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP | $5.92万 | 0.03% | 212 | 212 | — | $5.92万 | 新建仓 |
| IEMG | ISHARES INC CORE MSCI EMERGING MKTS ETF | $5.92万 | 0.03% | 849 | 0 | 0.0% | — | 不变 |
| ESE | ESCO TECHNOLOGIES INC | $5.96万 | 0.03% | 212 | 0 | 0.0% | — | 不变 |
| BDX | BECTON DICKINSON & CO. | $6.19万 | 0.03% | 394 | 0 | 0.0% | — | 不变 |
| LQD | ISHARES IBOXX $ INV GRADE CORP BOND ETF | $6.20万 | 0.03% | 569 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL CORP | $6.33万 | 0.03% | 1,124 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $6.51万 | 0.03% | 719 | 0 | 0.0% | — | 不变 |
| ESGV | VANGUARD ESG U.S. STOCK ETF | $6.58万 | 0.03% | 586 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW CL A | $6.60万 | 0.03% | 2,300 | 0 | 0.0% | — | 不变 |
| XLI | SELECT SECTOR SPDR TR SBI INT-INDS | $6.78万 | 0.03% | 419 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC CL B | $6.85万 | 0.03% | 1,298 | 0 | 0.0% | — | 不变 |
| USMV | ISHARES EDGE MSCI MIN VOL USA ETF | $6.86万 | 0.03% | 740 | 0 | 0.0% | — | 不变 |
| CWB | SPDR BARCLAYS CAP CONV SEC | $6.99万 | 0.03% | 764 | 0 | 0.0% | — | 不变 |
| VOOG | VANGUARD S&P 500 GROWTH | $7.75万 | 0.03% | 190 | 0 | 0.0% | — | 不变 |
| GIS | GENERAL MILLS INC COM | $7.91万 | 0.03% | 2,125 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC | $8.02万 | 0.04% | 252 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $8.21万 | 0.04% | 499 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRUMENTS, INC | $8.45万 | 0.04% | 435 | 0 | 0.0% | — | 不变 |
| XLY | SPDR CONSUMER DISCRETIONARY | $8.52万 | 0.04% | 782 | 0 | 0.0% | — | 不变 |
| CLX | CLOROX CO CALIF COM STK | $8.54万 | 0.04% | 824 | 0 | 0.0% | — | 不变 |
| ESML | ISHARES ESG AWARE MSCI USA SMALL-CAP ETF | $8.59万 | 0.04% | 1,827 | 0 | 0.0% | — | 不变 |
| TDG | TRANSDIGM GROUP INC | $8.69万 | 0.04% | 75 | 0 | 0.0% | — | 不变 |
| — | WEBSTER FINL CORP CONN COM | $8.73万 | 0.04% | 1,258 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC COM | $8.78万 | 0.04% | 260 | 0 | 0.0% | — | 不变 |
| EQIX | EQUINIX INC COM PAR $0.001 | $9.12万 | 0.04% | 93 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP | $9.22万 | 0.04% | 109 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC NPV ADR | $9.34万 | 0.04% | 1,004 | -245 | -19.6% | -$2.28万 | 减仓 |
| FISV | FISERV INC | $9.48万 | 0.04% | 1,700 | 0 | 0.0% | — | 不变 |
| PAYX | PAYCHEX INC COM STK | $9.66万 | 0.04% | 1,049 | -75 | -6.7% | -$6,909 | 减仓 |
| MRSH | MARSH & MCLENNAN COMPANIES, INC | $9.87万 | 0.04% | 569 | 0 | 0.0% | — | 不变 |
| PEG | PUBLIC SVC ENTERPRISE GROUP COM | $9.96万 | 0.04% | 1,230 | 0 | 0.0% | — | 不变 |
| XLB | SELECT SECTOR SPDR TR SBI MATERIALS | $9.99万 | 0.04% | 2,000 | 0 | 0.0% | — | 不变 |
| VOX | VANGUARD COMMUNICATION SERVICES ETF | $10.16万 | 0.04% | 565 | -35 | -5.8% | -$6,294 | 减仓 |
| IWP | ISHARES RUSSELL MIDCAP GROWTH INDEX FUND | $10.19万 | 0.04% | 795 | 0 | 0.0% | — | 不变 |
| ED | CONSOLIDATED EDISON INC COM | $10.27万 | 0.04% | 907 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO NEW | $10.29万 | 0.05% | 1,293 | 0 | 0.0% | — | 不变 |
| D | DOMINION RES INC VA NEW COM | $10.38万 | 0.05% | 1,679 | -266 | -13.7% | -$1.64万 | 减仓 |
| TFC | TRUIST FINL CORP COM | $10.61万 | 0.05% | 2,309 | -588 | -20.3% | -$2.70万 | 减仓 |
| IDA | IDACORP INC. | $10.72万 | 0.05% | 750 | 0 | 0.0% | — | 不变 |
| PFF | ISHARES S&P US PREFERRED STOCK INDEX FUND | $10.73万 | 0.05% | 3,539 | 0 | 0.0% | — | 不变 |
| DIA | SPDR DOW JONES INDL AVERAGE ETR TR | $10.93万 | 0.05% | 236 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LTD CHF | $10.95万 | 0.05% | 336 | 0 | 0.0% | — | 不变 |
| QUAL | ISHARES EDGE MSCI US QULTY FACT ETF | $11.18万 | 0.05% | 583 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TRUST ETF | $12.00万 | 0.05% | 1,761 | 0 | 0.0% | — | 不变 |
| WMT | WAL-MART STORES, INC | $12.09万 | 0.05% | 973 | 0 | 0.0% | — | 不变 |
| NXPI | NXP SEMICONDUCTORS NV | $12.70万 | 0.06% | 645 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $12.70万 | 0.06% | 370 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SERVICE | $12.93万 | 0.06% | 1,314 | 0 | 0.0% | — | 不变 |
| CHD | CHURCH & DWIGHT CO.INC | $13.06万 | 0.06% | 1,400 | 0 | 0.0% | — | 不变 |
| GSK | GLAXO SMITHKLINE PLC ADR NEW | $13.07万 | 0.06% | 2,368 | -495 | -17.3% | -$2.73万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR SBI HEALTHCARE | $13.22万 | 0.06% | 902 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE SYSTEMS INC | $13.64万 | 0.06% | 561 | -240 | -30.0% | -$5.83万 | 减仓 |
| EFA | ISHARES MSCI EAFE INDEX | $13.67万 | 0.06% | 1,407 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD GROWTH ETF | $13.80万 | 0.06% | 316 | 0 | 0.0% | — | 不变 |
| IWO | ISHARES RUSSELL 2000 GROWTH INDEX FUND | $14.15万 | 0.06% | 451 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $14.41万 | 0.06% | 403 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP COM | $14.56万 | 0.06% | 1,201 | -173 | -12.6% | -$2.10万 | 减仓 |
| CALI | ISHARES SHORT-TERM CALIFORNIA MUNI ACTIVE ETF | $14.90万 | 0.07% | 2,954 | -3,977 | -57.4% | -$20.06万 | 减仓 |
| FDX | FEDEX CORPORATION | $15.03万 | 0.07% | 422 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES RUSSELL 1000 VALUE INDEX | $15.13万 | 0.07% | 708 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $15.23万 | 0.07% | 921 | -150 | -14.0% | -$2.48万 | 减仓 |
| BND | ETF VANGUARD BOND INDEX | $15.30万 | 0.07% | 2,078 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP COM | $15.60万 | 0.07% | 3,800 | 0 | 0.0% | — | 不变 |
| CBRE | CBRE GROUP INC CL A | $16.02万 | 0.07% | 1,183 | 104 | 9.6% | $1.41万 | 加仓 |
| MET | METLIFE INC | $16.26万 | 0.07% | 2,299 | 0 | 0.0% | — | 不变 |
| ESGE | ISHARES ESG AWARE MSCI EMERGING MKTS FUND | $16.32万 | 0.07% | 3,590 | -80 | -2.2% | -$3,637 | 减仓 |
| SU | SUNCOR ENERGY, INC. | $16.36万 | 0.07% | 2,475 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORPORATION | $16.37万 | 0.07% | 1,827 | 0 | 0.0% | — | 不变 |
| UNH | UNITED HEALTH GROUP INC | $16.42万 | 0.07% | 607 | 158 | 35.2% | $4.28万 | 加仓 |
| CVS | CVS HEALTH CORP COM | $16.61万 | 0.07% | 2,313 | 0 | 0.0% | — | 不变 |
| NUE | NUCOR CORP | $16.83万 | 0.07% | 995 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD DEVELOPED MARKETS ETF | $17.22万 | 0.08% | 2,688 | 0 | 0.0% | — | 不变 |
| DIS | WALT DISNEY COMPANY COM | $17.74万 | 0.08% | 1,841 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $18.06万 | 0.08% | 1,368 | -217 | -13.7% | -$2.86万 | 减仓 |