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 |
|---|---|---|---|---|---|---|---|---|
| AMAT | APPLIED MATERIALS COM | $144.31万 | 0.58% | 1,996 | -31 | -1.5% | -$2.24万 | 减仓 |
| CAT | CATERPILLAR INC COM | $152.81万 | 0.61% | 1,435 | -76 | -5.0% | -$8.09万 | 减仓 |
| AVGO | BROADCOM INC | $163.94万 | 0.66% | 4,340 | 42 | 1.0% | $1.59万 | 加仓 |
| TJX | TJX COS INC | $164.86万 | 0.66% | 10,882 | -26 | -0.2% | -$3,939 | 减仓 |
| MA | MASTERCARD INC | $174.57万 | 0.70% | 3,399 | -45 | -1.3% | -$2.31万 | 减仓 |
| LLY | ELI LILLY & CO COM | $177.15万 | 0.71% | 1,477 | -156 | -9.6% | -$18.71万 | 减仓 |
| DVY | ISHARES SELECT DIVIDEND ETF | $181.28万 | 0.73% | 11,598 | 111 | 1.0% | $1.73万 | 加仓 |
| IDXX | IDEXX LABORATORIES INC | $184.25万 | 0.74% | 3,500 | 0 | 0.0% | — | 不变 |
| SDY | SPDR S&P DIVIDEND ETF | $188.15万 | 0.76% | 12,364 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $217.03万 | 0.87% | 2,320 | -37 | -1.6% | -$3.46万 | 减仓 |
| VGT | VANGUARD INFORMATION TECHNOLOGY VIPERS | $242.67万 | 0.97% | 20,304 | -1,088 | -5.1% | -$13.00万 | 减仓 |
| AMZN | AMAZON.COM INC | $248.47万 | 1.00% | 10,425 | -457 | -4.2% | -$10.89万 | 减仓 |
| QQQ | INVESCO QQQ | $282.41万 | 1.13% | 3,835 | -63 | -1.6% | -$4.64万 | 减仓 |
| JPM | J P MORGAN CHASE & CO | $341.10万 | 1.37% | 10,421 | -264 | -2.5% | -$8.64万 | 减仓 |
| NVDA | NVIDIA CORP | $342.99万 | 1.38% | 17,142 | 90 | 0.5% | $1.80万 | 加仓 |
| IJR | ISHARES CORE S&P SMALL-CAP ETF | $368.05万 | 1.48% | 24,817 | 259 | 1.1% | $3.84万 | 加仓 |
| — | EXXON MOBIL CORP COM | $405.92万 | 1.63% | 29,690 | -442 | -1.5% | -$6.04万 | 减仓 |
| MDY | SPDR S&P MIDCAP 400 ETF TR | $446.40万 | 1.79% | 6,347 | -106 | -1.6% | -$7.46万 | 减仓 |
| GVI | ETF ISHS INTER GOVT CR BD | $478.55万 | 1.92% | 45,108 | 3,797 | 9.2% | $40.28万 | 加仓 |
| GOOGL | ALPHABET INC | $511.95万 | 2.06% | 14,326 | -227 | -1.6% | -$8.11万 | 减仓 |
| AAPL | APPLE INCORPORATED | $569.47万 | 2.29% | 19,681 | -1,300 | -6.2% | -$37.62万 | 减仓 |
| VYM | VANGUARD HIGH DIVIDEND YIELD ETF | $595.58万 | 2.39% | 37,688 | -1,606 | -4.1% | -$25.38万 | 减仓 |
| MSFT | MICROSOFT CORP | $600.80万 | 2.41% | 16,107 | -213 | -1.3% | -$7.95万 | 减仓 |
| IWM | ISHARES RUSSELL 2000 INDEX | $760.35万 | 3.05% | 25,308 | 818 | 3.3% | $24.58万 | 加仓 |
| SPY | SPDR S&P 500 ETF TRUST | $1,307.14万 | 5.25% | 17,504 | -1,498 | -7.9% | -$111.87万 | 减仓 |
| IJH | ISHARES CORE S&P MID-CAP ETF | $1,667.94万 | 6.70% | 216,309 | 7,709 | 3.7% | $59.44万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC COM | $2,396.32万 | 9.63% | 32 | 0 | 0.0% | — | 不变 |
| SPHQ | INVESCO S&P 500 QUALITY ETF | $4,429.78万 | 17.80% | 491,653 | 3,489 | 0.7% | $31.44万 | 加仓 |