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 |
|---|---|---|---|---|---|---|---|---|
| IEFA | ISHARES CORE MSCI EAFE ETF | $6.45万 | 0.03% | 668 | -51 | -7.1% | -$4,926 | 减仓 |
| LQD | ISHARES IBOXX $ INV GRADE CORP BOND ETF | $6.21万 | 0.02% | 569 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HOLDINGS INC. | $6.18万 | 0.02% | 81 | 0 | 0.0% | — | 不变 |
| BDX | BECTON DICKINSON & CO. | $5.96万 | 0.02% | 394 | 0 | 0.0% | — | 不变 |
| HPE | HEWLETT PACKARD ENT CO | $5.70万 | 0.02% | 1,263 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW CL A | $5.64万 | 0.02% | 2,300 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC COM | $5.22万 | 0.02% | 212 | 0 | 0.0% | — | 不变 |
| — | VANECK VEC RETAIL ETF | $5.11万 | 0.02% | 200 | 0 | 0.0% | — | 不变 |
| GIS | GENERAL MILLS INC COM | $4.78万 | 0.02% | 1,375 | -750 | -35.3% | -$2.61万 | 减仓 |
| MTN | VAIL RESORTS INC COM | $4.77万 | 0.02% | 350 | 0 | 0.0% | — | 不变 |
| TRFK | PACER DATA AND DIGITAL REVOLUTION | $4.71万 | 0.02% | 441 | 234 | 113.0% | $2.50万 | 加仓 |
| SHY | ISHS BARCLAYS 1-3 YR TREAS BD FD | $4.47万 | 0.02% | 544 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCHNG TRADED FD TR GLOBAL WATER | $4.40万 | 0.02% | 979 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD REIT | $4.37万 | 0.02% | 453 | 288 | 174.5% | $2.78万 | 加仓 |
| XLK | TECHNOLOGY SELECT SECTOR SPDR ETF | $4.12万 | 0.02% | 216 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WORKS INC | $4.06万 | 0.02% | 150 | 0 | 0.0% | — | 不变 |
| XLG | INVESCO EX S&P 500 TOP 50 ETF | $3.99万 | 0.02% | 652 | 652 | — | $3.99万 | 新建仓 |
| WM | WASTE MGMT INC DEL COM | $3.90万 | 0.02% | 175 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC CL B | $3.73万 | 0.01% | 908 | -390 | -30.0% | -$1.60万 | 减仓 |
| — | WELLS FARGO PFD L | $3.70万 | 0.01% | 32 | 0 | 0.0% | — | 不变 |
| ETR | ENTERGY CORPORATION | $3.42万 | 0.01% | 298 | 0 | 0.0% | — | 不变 |
| PRU | PRUDENTIAL FINL INC COM | $3.37万 | 0.01% | 312 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $3.26万 | 0.01% | 258 | 0 | 0.0% | — | 不变 |
| ECL | ECOLAB INC | $3.15万 | 0.01% | 113 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR INC COM | $3.15万 | 0.01% | 230 | 0 | 0.0% | — | 不变 |
| DRI | DARDEN RESTAURANTS, INC COM | $3.09万 | 0.01% | 150 | 0 | 0.0% | — | 不变 |
| HPQ | HP INC | $2.77万 | 0.01% | 1,263 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINANCIAL | $2.73万 | 0.01% | 136 | 0 | 0.0% | — | 不变 |
| SMH | VANECK SEMICONDUCTOR ETF | $2.62万 | 0.01% | 40 | 40 | — | $2.62万 | 新建仓 |
| GRMN | GARMIN LTD | $2.61万 | 0.01% | 110 | 0 | 0.0% | — | 不变 |
| IJJ | ISHS TR S&P MDCP 400 VALUE ETF | $2.60万 | 0.01% | 176 | 0 | 0.0% | — | 不变 |
| RF | REGIONS FINL CORP | $2.59万 | 0.01% | 859 | 0 | 0.0% | — | 不变 |
| DD | DUPONT DE NEMOURS INC | $2.29万 | 0.01% | 169 | -342 | -66.9% | -$4.64万 | 减仓 |
| TROW | T ROWE PRICE GROUP | $2.27万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| AEE | AMEREN CORP | $2.26万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $2.24万 | 0.01% | 143 | -35 | -19.7% | -$5,483 | 减仓 |
| MAS | MASCO CORPORATION | $2.24万 | 0.01% | 275 | 0 | 0.0% | — | 不变 |
| JCI | JOHNSON CTLS INTL PLC | $2.12万 | 0.01% | 145 | 0 | 0.0% | — | 不变 |
| PFG | PRINCIPAL FINANCIAL GROUP | $2.10万 | 0.01% | 195 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP COM | $1.94万 | 0.01% | 139 | 0 | 0.0% | — | 不变 |
| FAST | FASTENAL | $1.92万 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| MKSI | MKS INC | $1.91万 | 0.01% | 43 | 0 | 0.0% | — | 不变 |
| WMB | THE WILLIAMS CO INC | $1.85万 | 0.01% | 249 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD SMALL CAP | $1.82万 | 0.01% | 75 | 0 | 0.0% | — | 不变 |
| AMX | AMERICA MOVIL S.A.B. DE C.V. | $1.82万 | 0.01% | 700 | 0 | 0.0% | — | 不变 |
| TTE | TOTAL ENERGIES SE | $1.73万 | 0.01% | 223 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA, INC. | $1.61万 | 0.01% | 190 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO COM | $1.60万 | 0.01% | 174 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE TECHNOLOGIES, INC. | $1.58万 | 0.01% | 247 | 0 | 0.0% | — | 不变 |
| MFC | MANULIFE FINANCIAL CORP | $1.58万 | 0.01% | 390 | 0 | 0.0% | — | 不变 |
| MRVL | MARVELL TECHNOLOGY, INC | $1.49万 | 0.01% | 50 | 50 | — | $1.49万 | 新建仓 |
| APH | AMPHENOL CL A | $1.38万 | 0.01% | 78 | 0 | 0.0% | — | 不变 |
| VO | ETF VANGUARD MID-CAP | $1.32万 | 0.01% | 164 | 164 | — | $1.32万 | 新建仓 |
| STT | STATE STREET CORP COM | $1.27万 | 0.01% | 75 | 0 | 0.0% | — | 不变 |
| HLN | HALEON PLC NPV ADR | $1.24万 | 0.00% | 1,333 | 0 | 0.0% | — | 不变 |
| ASML | ASML HOLDING NV | $1.19万 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| IXP | ISHARES GLOBAL COMMUNICATION SERVICES ETF | $1.18万 | 0.00% | 105 | 0 | 0.0% | — | 不变 |
| APO | APOLLO GLOBAL MANAGEMENT INC | $1.18万 | 0.00% | 100 | 100 | — | $1.18万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES CL A | $1.17万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| ARKK | ARK INNOVATION ETF | $1.16万 | 0.00% | 144 | 0 | 0.0% | — | 不变 |
| XLC | COMMUNICATION SERVICES SELECT SECTOR SPDR FUND | $1.15万 | 0.00% | 107 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTERNATIONAL INC NEW CLASS A | $1.11万 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| ROST | ROSS STORES INC | $1.09万 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| ACGL | ARCH CAPIT COM | $1.06万 | 0.00% | 109 | 0 | 0.0% | — | 不变 |
| VYMI | VANGUARD W INTERNATIONAL HIGH DIV Y | $9,820 | 0.00% | 100 | 100 | — | $9,820 | 新建仓 |
| VB | VANGUARD INDEX FUNDS SMALL CAP | $9,699 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| BKNG | BOOKING HOLDINGS INC | $8,912 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| APD | AIR PRODUCTS AND CHEMICALS INC. | $8,501 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| DOW | DOW HLDGS INC COM | $8,262 | 0.00% | 302 | -1 | -0.3% | -$27 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $7,989 | 0.00% | 240 | -663 | -73.4% | -$2.21万 | 重新持有 |
| FDXF | FEDEX FREIGHT HOLDING COMPANY, INC | $7,550 | 0.00% | 50 | 50 | — | $7,550 | 新建仓 |
| SYY | SYSCO CORP COM | $7,104 | 0.00% | 85 | 0 | 0.0% | — | 不变 |
| PYPL | PAYPAL HOLDINGS INC | $6,908 | 0.00% | 160 | 0 | 0.0% | — | 不变 |
| UL | UNILEVER PLC | $6,672 | 0.00% | 111 | 0 | 0.0% | — | 不变 |
| ANET | ARISTA NETWORKS INC | $6,285 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| PCAR | PACCAR INC COM | $6,246 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| HEI | HEICO CORP | $6,055 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| CSL | CARLISLE COS INC | $5,804 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| VRTX | VERTEX PHARMACEUTICALS | $5,463 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| CCI | CROWN CASTLE INTL CORP | $5,451 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| LH | LABCORP HLDGS INC | $5,040 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| XYL | XYLEM INC | $4,964 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $4,900 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| CDNS | CADENCE DESIGN SYSTEMS INC | $4,879 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| TDY | TELEDYNE TECHNOLOGIES INC | $4,668 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| CDW | CDW CORP | $4,500 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| BRO | BROWN & BROWN INC. | $4,362 | 0.00% | 68 | 0 | 0.0% | — | 不变 |
| BKR | BAKER HUGHES INC. CL A COMMON | $4,328 | 0.00% | 78 | 0 | 0.0% | — | 不变 |
| FWONK | LIBERTY MEDIA CORP DEL NPV | $4,281 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| WRB | BERKLEY W R CORP | $4,231 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC | $4,223 | 0.00% | 54 | -150 | -73.5% | -$1.17万 | 减仓 |
| TEL | TE CONNECTIVITY PLC USD | $4,032 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| VLTO | VERALTO CORP | $3,813 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| O | REALTY INCOME CORPORATION | $3,778 | 0.00% | 61 | 0 | 0.0% | — | 不变 |
| WAT | WATERS CORPORATION | $3,750 | 0.00% | 10 | -51 | -83.6% | -$1.91万 | 减仓 |
| NOW | SERVICENOW, INC | $3,474 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| EXPD | EXPEDITORS INTL WASH INC | $2,933 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| CPRT | COPART INC NPV | $2,930 | 0.00% | 104 | 0 | 0.0% | — | 不变 |
| VFC | V F CORP | $2,919 | 0.00% | 175 | 0 | 0.0% | — | 不变 |
| AZN | ASTRAZENECA PLC | $2,844 | 0.00% | 15 | 0 | 0.0% | — | 不变 |