UNION SAVINGS BANK
LITCHFIELD CT · SEC CIK 0001985855
$2.49亿2026Q2 申报市值
322持仓数
53.5%前十大占比 · 第一大 17.8%
7 / 6新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
AGG 加仓+$88.62万
IJH 加仓+$59.44万
GVI 加仓+$40.28万
SPHQ 加仓+$31.44万
IWM 加仓+$24.58万
2026Q2 卖出最多 按季末市值估算
SPY 减仓-$111.87万
HONEYWELL INTL I 清仓-$80.94万
BRK/B 减仓-$46.39万
AAPL 减仓-$37.62万
ABBV 减仓-$25.97万
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 |
|---|---|---|---|---|---|---|---|---|
| SBUX | STARBUCKS CORPORATION | $18.67万 | 0.08% | 1,827 | 0 | 0.0% | — | 不变 |
| TSCO | TRACTOR SUPPLY CO. | $18.76万 | 0.08% | 5,935 | -430 | -6.8% | -$1.36万 | 减仓 |
| ESGE | ISHARES ESG AWARE MSCI EMERGING MKTS FUND | $19.10万 | 0.08% | 3,493 | -97 | -2.7% | -$5,304 | 减仓 |
| VEA | VANGUARD DEVELOPED MARKETS ETF | $19.15万 | 0.08% | 2,688 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC | $19.49万 | 0.08% | 2,730 | -370 | -11.9% | -$2.64万 | 减仓 |
| AFL | AFLAC INCORPORATED | $19.92万 | 0.08% | 1,699 | 0 | 0.0% | — | 不变 |
| AWK | AMERICAN WTR WKS CO INC NEW COM | $20.43万 | 0.08% | 1,553 | -228 | -12.8% | -$3.00万 | 减仓 |
| HYG | ISHARES HI YIELD CORPORATE BOND | $21.57万 | 0.09% | 2,697 | 0 | 0.0% | — | 不变 |
| NUE | NUCOR CORP | $22.16万 | 0.09% | 995 | 0 | 0.0% | — | 不变 |
| IBB | NASDAQ BIOTECHNOLOGY I SHARES | $22.82万 | 0.09% | 1,200 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC | $23.20万 | 0.09% | 1,864 | -628 | -25.2% | -$7.81万 | 减仓 |
| CVS | CVS HEALTH CORP COM | $23.93万 | 0.10% | 2,313 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC COM | $23.98万 | 0.10% | 5,665 | 0 | 0.0% | — | 不变 |
| VXF | VANGUARD EXTENDED MARKET ETF | $24.35万 | 0.10% | 989 | 0 | 0.0% | — | 不变 |
| MUB | ISHARES S&P NATL MUNI BOND FUND | $24.72万 | 0.10% | 2,297 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FUNDS S&P 500 ETF | $24.86万 | 0.10% | 362 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC COM | $25.27万 | 0.10% | 10,500 | -1,374 | -11.6% | -$3.31万 | 减仓 |
| V | VISA INC | $25.59万 | 0.10% | 746 | -76 | -9.2% | -$2.61万 | 减仓 |
| C | CITIGROUP INC | $26.13万 | 0.10% | 1,867 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $26.16万 | 0.11% | 3,636 | -1 | -0.0% | -$72 | 减仓 |
| NVS | NOVARTIS A G ADR | $26.50万 | 0.11% | 1,691 | 0 | 0.0% | — | 不变 |
| ORLY | O'REILLY AUTOMOTIVE INC. | $26.80万 | 0.11% | 2,910 | 0 | 0.0% | — | 不变 |
| UNH | UNITED HEALTH GROUP INC | $26.81万 | 0.11% | 645 | 38 | 6.3% | $1.58万 | 加仓 |
| PH | PARKER HANNIFIN CORP | $27.39万 | 0.11% | 280 | 0 | 0.0% | — | 不变 |
| CME | CME GROUP INC | $27.80万 | 0.11% | 1,259 | -12 | -0.9% | -$2,650 | 减仓 |
| MCK | MCKESSON CORP | $28.33万 | 0.11% | 375 | -8 | -2.1% | -$6,045 | 减仓 |
| CMF | ISHARES CALIFORNIA MUNI BONDETF | $30.42万 | 0.12% | 5,279 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES MSCI EMERGING MKTS INDEX | $30.57万 | 0.12% | 4,470 | -139 | -3.0% | -$9,508 | 减仓 |
| KMB | KIMBERLY CLARK CORP COM | $31.48万 | 0.13% | 2,868 | 0 | 0.0% | — | 不变 |
| IWN | ISHARES RUSSELL 2000 VALUE INDEX FUND | $31.85万 | 0.13% | 1,440 | 0 | 0.0% | — | 不变 |
| XLU | SELECT SECTOR SPDR - UTILITIES | $31.98万 | 0.13% | 7,054 | -150 | -2.1% | -$6,801 | 减仓 |
| EMR | EMERSON ELEC CO COM | $32.52万 | 0.13% | 2,272 | 0 | 0.0% | — | 不变 |
| IWS | ISHARES RUSSELL MIDCAP VALUE INDEX FUND | $32.76万 | 0.13% | 1,990 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC COM | $32.78万 | 0.13% | 284 | 24 | 9.2% | $2.77万 | 加仓 |
| DE | DEERE & COMPANY | $32.86万 | 0.13% | 518 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER REIT | $34.02万 | 0.14% | 2,080 | -407 | -16.4% | -$6.66万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $35.37万 | 0.14% | 2,794 | -9 | -0.3% | -$1,139 | 减仓 |
| MMM | 3M COMPANY | $41.32万 | 0.17% | 2,552 | -40 | -1.5% | -$6,476 | 减仓 |
| AMGN | AMGEN INC. | $41.43万 | 0.17% | 1,144 | -132 | -10.3% | -$4.78万 | 减仓 |
| BLK | BLACKROCK INC NEW NPV | $41.54万 | 0.17% | 432 | -20 | -4.4% | -$1.92万 | 减仓 |
| IVE | ISHARES S&P VALUE INDEX FUND | $41.73万 | 0.17% | 1,838 | 0 | 0.0% | — | 不变 |
| CMI | CUMMINS INC | $41.79万 | 0.17% | 586 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP | $41.87万 | 0.17% | 2,198 | -310 | -12.4% | -$5.90万 | 减仓 |
| EOG | EOG RES INC | $42.80万 | 0.17% | 3,299 | -78 | -2.3% | -$1.01万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $43.86万 | 0.18% | 1,103 | 423 | 62.2% | $16.82万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $45.41万 | 0.18% | 5,174 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COMPANIES INC COM STK | $47.78万 | 0.19% | 2,167 | -29 | -1.3% | -$6,394 | 减仓 |
| IWB | I SHS RUSSELL 1000 | $51.72万 | 0.21% | 1,263 | 0 | 0.0% | — | 不变 |
| MCHP | MICROCHIP TECHNOLOGY INC | $52.15万 | 0.21% | 5,718 | 957 | 20.1% | $8.73万 | 加仓 |
| GLD | SPDR GOLD TR GOLD SHS | $52.68万 | 0.21% | 1,430 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP COM | $53.64万 | 0.22% | 1,972 | -123 | -5.9% | -$3.35万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $53.96万 | 0.22% | 9,329 | -330 | -3.4% | -$1.91万 | 减仓 |
| BMY | BRISTOL MYERS SQUIBB CO COM | $54.09万 | 0.22% | 9,389 | -161 | -1.7% | -$9,275 | 减仓 |
| BAC | BANK OF AMERICA CORP NEW | $56.01万 | 0.23% | 9,832 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESH CORP USD | $56.42万 | 0.23% | 1,302 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC NPV | $56.72万 | 0.23% | 1,093 | -38 | -3.4% | -$1.97万 | 减仓 |
| SO | SOUTHERN CO COM | $56.97万 | 0.23% | 5,952 | -152 | -2.5% | -$1.45万 | 减仓 |
| IBM | INTERNAT'L BUSINESS MACHINES COM | $57.28万 | 0.23% | 2,037 | -62 | -3.0% | -$1.74万 | 减仓 |
| VDE | VANGUARD ENERGY ETF | $61.12万 | 0.25% | 4,071 | -158 | -3.7% | -$2.37万 | 减仓 |
| KO | COCA COLA COMPANY COM | $61.85万 | 0.25% | 7,610 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC NEW | $62.10万 | 0.25% | 4,833 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES RUSSELL MIDCAP INDEX FUND | $62.30万 | 0.25% | 5,647 | 0 | 0.0% | — | 不变 |
| MGC | VANGUARD MEGA CAP INDEX FUNDETF | $63.67万 | 0.26% | 2,327 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $68.53万 | 0.28% | 1,367 | -119 | -8.0% | -$5.97万 | 减仓 |
| ABT | ABBOTT LABORATORIES COM | $69.19万 | 0.28% | 7,625 | -903 | -10.6% | -$8.19万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $71.68万 | 0.29% | 1,407 | -145 | -9.3% | -$7.39万 | 减仓 |
| IVV | ISHARES CORE S&P 500 ETF | $72.94万 | 0.29% | 974 | 0 | 0.0% | — | 不变 |
| CASY | CASEYS GEN STORES | $77.73万 | 0.31% | 978 | -42 | -4.1% | -$3.34万 | 减仓 |
| AXP | AMERICAN EXPRESS CO COM | $83.61万 | 0.34% | 2,472 | -12 | -0.5% | -$4,059 | 减仓 |
| MCD | MCDONALDS CORP COM | $84.50万 | 0.34% | 3,126 | -781 | -20.0% | -$21.11万 | 减仓 |
| TSLA | TESLA MOTORS INC. COMMON | $87.31万 | 0.35% | 2,076 | 49 | 2.4% | $2.06万 | 加仓 |
| IGSB | ISHARES SHORT-TERM CORP BOND | $87.37万 | 0.35% | 16,673 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO, INC COM | $89.40万 | 0.36% | 6,603 | -453 | -6.4% | -$6.13万 | 减仓 |
| ES | EVERSOURCE ENERGY | $90.31万 | 0.36% | 12,496 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $91.19万 | 0.37% | 2,581 | -49 | -1.9% | -$1.73万 | 减仓 |
| ABBV | ABBVIE INC | $91.57万 | 0.37% | 3,639 | -1,032 | -22.1% | -$25.97万 | 减仓 |
| CSCO | CISCO SYSTEMS INC COM | $92.64万 | 0.37% | 7,887 | -324 | -3.9% | -$3.81万 | 减仓 |
| IWF | I SHS RUSSELL 1000 GROWTH INDEX G | $92.73万 | 0.37% | 7,468 | -868 | -10.4% | -$10.78万 | 减仓 |
| XLF | FINANCIAL SELECT SECTOR SPDRETF | $94.54万 | 0.38% | 17,635 | -1 | -0.0% | -$54 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $95.31万 | 0.38% | 2,795 | -80 | -2.8% | -$2.73万 | 减仓 |
| GEV | GE VERNOVA INC. | $96.92万 | 0.39% | 825 | -29 | -3.4% | -$3.41万 | 减仓 |
| ORCL | ORACLE CORPORATION COM | $97.01万 | 0.39% | 6,620 | 23 | 0.3% | $3,371 | 加仓 |
| VIG | ETF VANGUARD DIVIDEND APPRECIATION | $98.81万 | 0.40% | 4,176 | -888 | -17.5% | -$21.01万 | 减仓 |
| VTI | VANGUARD TOTAL STOCK MARKET INDEX | $100.02万 | 0.40% | 2,703 | -20 | -0.7% | -$7,401 | 减仓 |
| BX | BLACKSTONE GROUP INC | $101.83万 | 0.41% | 8,654 | -131 | -1.5% | -$1.54万 | 减仓 |
| CVX | CHEVRON CORPORATION COM | $106.15万 | 0.43% | 6,404 | -190 | -2.9% | -$3.15万 | 减仓 |
| SYK | STRYKER CORP | $106.82万 | 0.43% | 3,393 | 146 | 4.5% | $4.60万 | 加仓 |
| META | META PLATFORMS | $107.47万 | 0.43% | 1,908 | -165 | -8.0% | -$9.29万 | 减仓 |
| HD | THE HOME DEPOT, INC | $108.44万 | 0.44% | 3,075 | -130 | -4.1% | -$4.58万 | 减仓 |
| ENB | ENBRIDGE INC NPV | $108.49万 | 0.44% | 20,017 | -44 | -0.2% | -$2,385 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $111.01万 | 0.45% | 3,363 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $114.21万 | 0.46% | 3,056 | 159 | 5.5% | $5.94万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING COM | $117.91万 | 0.47% | 5,265 | -242 | -4.4% | -$5.42万 | 减仓 |
| RTX | RAYTHEON TECHNOLOGIES CORP. | $118.41万 | 0.48% | 6,241 | 188 | 3.1% | $3.57万 | 加仓 |
| AGG | ISHARES CORE TOTAL U S BOND MARKET ETF | $122.92万 | 0.49% | 12,419 | 8,953 | 258.3% | $88.62万 | 加仓 |
| VEU | VANGUARD FTSE ALL WORLD EX US ETF | $131.32万 | 0.53% | 15,680 | 582 | 3.9% | $4.87万 | 加仓 |
| JNJ | JOHNSON & JOHNSON COM | $131.83万 | 0.53% | 5,191 | -18 | -0.3% | -$4,571 | 减仓 |
| NSC | NORFOLK SOUTHN CORP COM | $135.74万 | 0.55% | 4,315 | -100 | -2.3% | -$3.15万 | 减仓 |
| PG | PROCTER & GAMBLE CO COM | $137.56万 | 0.55% | 9,381 | -978 | -9.4% | -$14.34万 | 减仓 |
| IVW | ISHARES S&P GROWTH INDEX FUND | $139.87万 | 0.56% | 10,170 | 0 | 0.0% | — | 不变 |