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 |
|---|---|---|---|---|---|---|---|---|
| NSC | NORFOLK SOUTHN CORP COM | $126.71万 | 0.56% | 4,415 | -163 | -3.6% | -$4.68万 | 减仓 |
| JNJ | JOHNSON & JOHNSON COM | $127.33万 | 0.56% | 5,209 | -84 | -1.6% | -$2.05万 | 减仓 |
| AVGO | BROADCOM INC | $133.03万 | 0.58% | 4,298 | 112 | 2.7% | $3.47万 | 加仓 |
| CVX | CHEVRON CORPORATION COM | $136.43万 | 0.60% | 6,594 | -22 | -0.3% | -$4,552 | 减仓 |
| PG | PROCTER & GAMBLE CO COM | $149.62万 | 0.66% | 10,359 | -305 | -2.9% | -$4.41万 | 减仓 |
| LLY | ELI LILLY & CO COM | $150.20万 | 0.66% | 1,633 | -17 | -1.0% | -$1.56万 | 减仓 |
| MA | MASTERCARD INC | $172.08万 | 0.75% | 3,444 | 160 | 4.9% | $7.99万 | 加仓 |
| DVY | ISHARES SELECT DIVIDEND ETF | $173.92万 | 0.76% | 11,487 | -691 | -5.7% | -$10.46万 | 减仓 |
| TJX | TJX COS INC | $174.20万 | 0.76% | 10,908 | -14 | -0.1% | -$2,236 | 减仓 |
| SDY | SPDR S&P DIVIDEND ETF | $180.44万 | 0.79% | 12,364 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD INFORMATION TECHNOLOGY VIPERS | $186.57万 | 0.82% | 2,674 | 0 | 0.0% | — | 不变 |
| IDXX | IDEXX LABORATORIES INC | $196.66万 | 0.86% | 3,500 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ | $224.98万 | 0.99% | 3,898 | 125 | 3.3% | $7.21万 | 加仓 |
| AMZN | AMAZON.COM INC | $226.64万 | 0.99% | 10,882 | 409 | 3.9% | $8.52万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $234.85万 | 1.03% | 2,357 | -9 | -0.4% | -$8,968 | 减仓 |
| NVDA | NVIDIA CORP | $297.38万 | 1.30% | 17,052 | -122 | -0.7% | -$2.13万 | 减仓 |
| IJR | ISHARES CORE S&P SMALL-CAP ETF | $305.27万 | 1.34% | 24,558 | 773 | 3.2% | $9.61万 | 加仓 |
| JPM | J P MORGAN CHASE & CO | $314.30万 | 1.38% | 10,685 | -144 | -1.3% | -$4.24万 | 减仓 |
| MDY | SPDR S&P MIDCAP 400 ETF TR | $397.99万 | 1.74% | 6,453 | -122 | -1.9% | -$7.52万 | 减仓 |
| GOOGL | ALPHABET INC | $418.47万 | 1.83% | 14,553 | -380 | -2.5% | -$10.93万 | 减仓 |
| GVI | ETF ISHS INTER GOVT CR BD | $440.70万 | 1.93% | 41,311 | 3,196 | 8.4% | $34.09万 | 加仓 |
| — | EXXON MOBIL CORP COM | $511.22万 | 2.24% | 30,132 | -512 | -1.7% | -$8.69万 | 减仓 |
| AAPL | APPLE INCORPORATED | $532.47万 | 2.33% | 20,981 | -332 | -1.6% | -$8.43万 | 减仓 |
| VYM | VANGUARD HIGH DIVIDEND YIELD ETF | $581.94万 | 2.55% | 39,294 | -833 | -2.1% | -$12.34万 | 减仓 |
| MSFT | MICROSOFT CORP | $604.10万 | 2.65% | 16,320 | 4 | 0.0% | $1,481 | 加仓 |
| IWM | ISHARES RUSSELL 2000 INDEX | $607.35万 | 2.66% | 24,490 | 191 | 0.8% | $4.74万 | 加仓 |
| SPY | SPDR S&P 500 ETF TRUST | $1,235.75万 | 5.42% | 19,002 | -119 | -0.6% | -$7.74万 | 减仓 |
| IJH | ISHARES CORE S&P MID-CAP ETF | $1,408.45万 | 6.17% | 208,600 | 48,207 | 30.1% | $325.49万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC COM | $2,298.05万 | 10.07% | 32 | 0 | 0.0% | — | 不变 |
| SPHQ | INVESCO S&P 500 QUALITY ETF | $3,670.49万 | 16.09% | 488,164 | 6,117 | 1.3% | $45.99万 | 加仓 |