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 |
|---|---|---|---|---|---|---|---|---|
| EEM | ISHARES MSCI EMERGING MKTS INDEX | $30.57万 | 0.12% | 4,470 | -139 | -3.0% | -$9,508 | 减仓 |
| CMF | ISHARES CALIFORNIA MUNI BONDETF | $30.42万 | 0.12% | 5,279 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $28.33万 | 0.11% | 375 | -8 | -2.1% | -$6,045 | 减仓 |
| CME | CME GROUP INC | $27.80万 | 0.11% | 1,259 | -12 | -0.9% | -$2,650 | 减仓 |
| PH | PARKER HANNIFIN CORP | $27.39万 | 0.11% | 280 | 0 | 0.0% | — | 不变 |
| UNH | UNITED HEALTH GROUP INC | $26.81万 | 0.11% | 645 | 38 | 6.3% | $1.58万 | 加仓 |
| ORLY | O'REILLY AUTOMOTIVE INC. | $26.80万 | 0.11% | 2,910 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS A G ADR | $26.50万 | 0.11% | 1,691 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $26.16万 | 0.11% | 3,636 | -1 | -0.0% | -$72 | 减仓 |
| C | CITIGROUP INC | $26.13万 | 0.10% | 1,867 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $25.59万 | 0.10% | 746 | -76 | -9.2% | -$2.61万 | 减仓 |
| PFE | PFIZER INC COM | $25.27万 | 0.10% | 10,500 | -1,374 | -11.6% | -$3.31万 | 减仓 |
| VOO | VANGUARD INDEX FUNDS S&P 500 ETF | $24.86万 | 0.10% | 362 | 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 |
| VXF | VANGUARD EXTENDED MARKET ETF | $24.35万 | 0.10% | 989 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC COM | $23.98万 | 0.10% | 5,665 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP COM | $23.93万 | 0.10% | 2,313 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC | $23.20万 | 0.09% | 1,864 | -628 | -25.2% | -$7.81万 | 减仓 |
| IBB | NASDAQ BIOTECHNOLOGY I SHARES | $22.82万 | 0.09% | 1,200 | 0 | 0.0% | — | 不变 |
| NUE | NUCOR CORP | $22.16万 | 0.09% | 995 | 0 | 0.0% | — | 不变 |
| HYG | ISHARES HI YIELD CORPORATE BOND | $21.57万 | 0.09% | 2,697 | 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 |
| AFL | AFLAC INCORPORATED | $19.92万 | 0.08% | 1,699 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC | $19.49万 | 0.08% | 2,730 | -370 | -11.9% | -$2.64万 | 减仓 |
| VEA | VANGUARD DEVELOPED MARKETS ETF | $19.15万 | 0.08% | 2,688 | 0 | 0.0% | — | 不变 |
| ESGE | ISHARES ESG AWARE MSCI EMERGING MKTS FUND | $19.10万 | 0.08% | 3,493 | -97 | -2.7% | -$5,304 | 减仓 |
| TSCO | TRACTOR SUPPLY CO. | $18.76万 | 0.08% | 5,935 | -430 | -6.8% | -$1.36万 | 减仓 |
| SBUX | STARBUCKS CORPORATION | $18.67万 | 0.08% | 1,827 | 0 | 0.0% | — | 不变 |
| MET | METLIFE INC | $18.61万 | 0.07% | 2,199 | -100 | -4.3% | -$8,461 | 减仓 |
| NBTB | NBT BANCORP INC | $18.45万 | 0.07% | 3,738 | -2,544 | -40.5% | -$12.56万 | 减仓 |
| INTU | INTUIT COM | $18.40万 | 0.07% | 705 | 0 | 0.0% | — | 不变 |
| NXPI | NXP SEMICONDUCTORS NV | $18.13万 | 0.07% | 645 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $18.10万 | 0.07% | 8,745 | -4,039 | -31.6% | -$8.36万 | 减仓 |
| CSX | CSX CORP COM | $18.06万 | 0.07% | 3,800 | 0 | 0.0% | — | 不变 |
| IWO | ISHARES RUSSELL 2000 GROWTH INDEX FUND | $17.77万 | 0.07% | 451 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $17.17万 | 0.07% | 403 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES RUSSELL 1000 VALUE INDEX | $17.16万 | 0.07% | 708 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $16.63万 | 0.07% | 919 | -2 | -0.2% | -$362 | 减仓 |
| VUG | VANGUARD GROWTH ETF | $16.33万 | 0.07% | 1,896 | 0 | 0.0% | — | 不变 |
| PLAB | PHOTRONICS INC | $16.26万 | 0.07% | 5,000 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES | $16.15万 | 0.06% | 278 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TRUST ETF | $15.90万 | 0.06% | 2,106 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP | $15.87万 | 0.06% | 639 | 427 | 201.4% | $10.60万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC. DEL CL B | $15.81万 | 0.06% | 316 | -927 | -74.6% | -$46.39万 | 减仓 |
| TGT | TARGET CORP COM | $15.69万 | 0.06% | 1,201 | 0 | 0.0% | — | 不变 |
| ICE | INTERCONTINENTAL EXCHANGE | $15.46万 | 0.06% | 1,256 | 0 | 0.0% | — | 不变 |
| BND | ETF VANGUARD BOND INDEX | $15.25万 | 0.06% | 2,078 | 0 | 0.0% | — | 不变 |
| DIS | WALT DISNEY COMPANY COM | $15.22万 | 0.06% | 1,581 | -260 | -14.1% | -$2.50万 | 减仓 |
| CBRE | CBRE GROUP INC CL A | $15.12万 | 0.06% | 1,123 | -60 | -5.1% | -$8,081 | 减仓 |
| CALI | ISHARES SHORT-TERM CALIFORNIA MUNI ACTIVE ETF | $14.93万 | 0.06% | 2,954 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES MSCI EAFE INDEX | $14.62万 | 0.06% | 1,407 | 0 | 0.0% | — | 不变 |
| XLV | SELECT SECTOR SPDR TR SBI HEALTHCARE | $14.31万 | 0.06% | 902 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $14.21万 | 0.06% | 1,367 | -1 | -0.1% | -$104 | 减仓 |
| CHD | CHURCH & DWIGHT CO.INC | $13.56万 | 0.05% | 1,400 | 0 | 0.0% | — | 不变 |
| SU | SUNCOR ENERGY, INC. | $13.29万 | 0.05% | 2,475 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORPORATION | $13.21万 | 0.05% | 422 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $13.11万 | 0.05% | 370 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SERVICE | $13.05万 | 0.05% | 1,214 | -100 | -7.6% | -$1.07万 | 减仓 |
| TXN | TEXAS INSTRUMENTS, INC | $12.97万 | 0.05% | 435 | 0 | 0.0% | — | 不变 |
| QUAL | ISHARES EDGE MSCI US QULTY FACT ETF | $12.79万 | 0.05% | 583 | 0 | 0.0% | — | 不变 |
| IGIB | ISHS BARCLAYS INTERMEDIATE TERM CREDIT BOND FD | $12.79万 | 0.05% | 2,406 | -1,863 | -43.6% | -$9.91万 | 减仓 |
| GSK | GLAXO SMITHKLINE PLC ADR NEW | $12.41万 | 0.05% | 2,368 | 0 | 0.0% | — | 不变 |
| DIA | SPDR DOW JONES INDL AVERAGE ETR TR | $12.33万 | 0.05% | 236 | 0 | 0.0% | — | 不变 |
| IWP | ISHARES RUSSELL MIDCAP GROWTH INDEX FUND | $11.64万 | 0.05% | 795 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE SYSTEMS INC | $11.50万 | 0.05% | 561 | 0 | 0.0% | — | 不变 |
| D | DOMINION RES INC VA NEW COM | $11.47万 | 0.05% | 1,679 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LTD CHF | $11.45万 | 0.05% | 336 | 0 | 0.0% | — | 不变 |
| IDA | IDACORP INC. | $11.35万 | 0.05% | 750 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP | $11.02万 | 0.04% | 109 | 0 | 0.0% | — | 不变 |
| WMT | WAL-MART STORES, INC | $11.02万 | 0.04% | 973 | 0 | 0.0% | — | 不变 |
| PFF | ISHARES S&P US PREFERRED STOCK INDEX FUND | $10.79万 | 0.04% | 3,539 | 0 | 0.0% | — | 不变 |
| TFC | TRUIST FINL CORP COM | $10.75万 | 0.04% | 2,159 | -150 | -6.5% | -$7,471 | 减仓 |
| WFC | WELLS FARGO & CO NEW | $10.68万 | 0.04% | 1,293 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $10.43万 | 0.04% | 499 | 0 | 0.0% | — | 不变 |
| VOX | VANGUARD COMMUNICATION SERVICES ETF | $10.39万 | 0.04% | 565 | 0 | 0.0% | — | 不变 |
| ESML | ISHARES ESG AWARE MSCI USA SMALL-CAP ETF | $10.22万 | 0.04% | 1,827 | 0 | 0.0% | — | 不变 |
| XLB | SELECT SECTOR SPDR TR SBI MATERIALS | $10.17万 | 0.04% | 2,000 | 0 | 0.0% | — | 不变 |
| ED | CONSOLIDATED EDISON INC COM | $10.03万 | 0.04% | 907 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC | $10.01万 | 0.04% | 252 | 0 | 0.0% | — | 不变 |
| TDG | TRANSDIGM GROUP INC | $9.99万 | 0.04% | 75 | 0 | 0.0% | — | 不变 |
| PEG | PUBLIC SVC ENTERPRISE GROUP COM | $9.98万 | 0.04% | 1,230 | 0 | 0.0% | — | 不变 |
| PAYX | PAYCHEX INC COM STK | $9.77万 | 0.04% | 994 | -55 | -5.2% | -$5,408 | 减仓 |
| EQIX | EQUINIX INC COM PAR $0.001 | $9.69万 | 0.04% | 93 | 0 | 0.0% | — | 不变 |
| — | WEBSTER FINL CORP CONN COM | $9.61万 | 0.04% | 1,258 | 0 | 0.0% | — | 不变 |
| VOOG | VANGUARD S&P 500 GROWTH | $9.42万 | 0.04% | 1,140 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TRUST ETF | $9.42万 | 0.04% | 1,761 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB US DIVIDEND EQUITY | $8.95万 | 0.04% | 2,824 | 1,877 | 198.2% | $5.95万 | 加仓 |
| XLY | SPDR CONSUMER DISCRETIONARY | $8.76万 | 0.04% | 747 | -35 | -4.5% | -$4,105 | 减仓 |
| MRSH | MARSH & MCLENNAN COMPANIES, INC | $8.57万 | 0.03% | 514 | -55 | -9.7% | -$9,167 | 减仓 |
| FISV | FISERV INC | $8.34万 | 0.03% | 1,700 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL CORP | $8.24万 | 0.03% | 1,124 | 0 | 0.0% | — | 不变 |
| CWB | SPDR BARCLAYS CAP CONV SEC | $8.24万 | 0.03% | 764 | 0 | 0.0% | — | 不变 |
| CLX | CLOROX CO CALIF COM STK | $7.86万 | 0.03% | 824 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC NPV ADR | $7.78万 | 0.03% | 1,004 | 0 | 0.0% | — | 不变 |
| XLI | SELECT SECTOR SPDR TR SBI INT-INDS | $7.76万 | 0.03% | 419 | 0 | 0.0% | — | 不变 |
| ESGV | VANGUARD ESG U.S. STOCK ETF | $7.75万 | 0.03% | 586 | 0 | 0.0% | — | 不变 |
| NVO | NOVO NORDISK AS ADR | $7.64万 | 0.03% | 1,595 | 343 | 27.4% | $1.64万 | 加仓 |
| ESE | ESCO TECHNOLOGIES INC | $7.42万 | 0.03% | 212 | 0 | 0.0% | — | 不变 |
| USMV | ISHARES EDGE MSCI MIN VOL USA ETF | $7.14万 | 0.03% | 740 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES INC CORE MSCI EMERGING MKTS ETF | $7.03万 | 0.03% | 849 | 0 | 0.0% | — | 不变 |