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 |
|---|---|---|---|---|---|---|---|---|
| SPHQ | INVESCO S&P 500 QUALITY ETF | $3,670.49万 | 16.09% | 488,164 | 6,117 | 1.3% | $45.99万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC COM | $2,298.05万 | 10.07% | 32 | 0 | 0.0% | — | 不变 |
| 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 |
| SPY | SPDR S&P 500 ETF TRUST | $1,235.75万 | 5.42% | 19,002 | -119 | -0.6% | -$7.74万 | 减仓 |
| IWM | ISHARES RUSSELL 2000 INDEX | $607.35万 | 2.66% | 24,490 | 191 | 0.8% | $4.74万 | 加仓 |
| MSFT | MICROSOFT CORP | $604.10万 | 2.65% | 16,320 | 4 | 0.0% | $1,481 | 加仓 |
| VYM | VANGUARD HIGH DIVIDEND YIELD ETF | $581.94万 | 2.55% | 39,294 | -833 | -2.1% | -$12.34万 | 减仓 |
| AAPL | APPLE INCORPORATED | $532.47万 | 2.33% | 20,981 | -332 | -1.6% | -$8.43万 | 减仓 |
| — | EXXON MOBIL CORP COM | $511.22万 | 2.24% | 30,132 | -512 | -1.7% | -$8.69万 | 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 |
| GOOGL | ALPHABET INC | $418.47万 | 1.83% | 14,553 | -380 | -2.5% | -$10.93万 | 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 |
| JPM | J P MORGAN CHASE & CO | $314.30万 | 1.38% | 10,685 | -144 | -1.3% | -$4.24万 | 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 |
| NVDA | NVIDIA CORP | $297.38万 | 1.30% | 17,052 | -122 | -0.7% | -$2.13万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $234.85万 | 1.03% | 2,357 | -9 | -0.4% | -$8,968 | 减仓 |
| AMZN | AMAZON.COM INC | $226.64万 | 0.99% | 10,882 | 409 | 3.9% | $8.52万 | 加仓 |
| QQQ | INVESCO QQQ | $224.98万 | 0.99% | 3,898 | 125 | 3.3% | $7.21万 | 加仓 |
| IDXX | IDEXX LABORATORIES INC | $196.66万 | 0.86% | 3,500 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD INFORMATION TECHNOLOGY VIPERS | $186.57万 | 0.82% | 2,674 | 0 | 0.0% | — | 不变 |
| SDY | SPDR S&P DIVIDEND ETF | $180.44万 | 0.79% | 12,364 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC | $174.20万 | 0.76% | 10,908 | -14 | -0.1% | -$2,236 | 减仓 |
| DVY | ISHARES SELECT DIVIDEND ETF | $173.92万 | 0.76% | 11,487 | -691 | -5.7% | -$10.46万 | 减仓 |
| MA | MASTERCARD INC | $172.08万 | 0.75% | 3,444 | 160 | 4.9% | $7.99万 | 加仓 |
| LLY | ELI LILLY & CO COM | $150.20万 | 0.66% | 1,633 | -17 | -1.0% | -$1.56万 | 减仓 |
| PG | PROCTER & GAMBLE CO COM | $149.62万 | 0.66% | 10,359 | -305 | -2.9% | -$4.41万 | 减仓 |
| CVX | CHEVRON CORPORATION COM | $136.43万 | 0.60% | 6,594 | -22 | -0.3% | -$4,552 | 减仓 |
| AVGO | BROADCOM INC | $133.03万 | 0.58% | 4,298 | 112 | 2.7% | $3.47万 | 加仓 |
| JNJ | JOHNSON & JOHNSON COM | $127.33万 | 0.56% | 5,209 | -84 | -1.6% | -$2.05万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP COM | $126.71万 | 0.56% | 4,415 | -163 | -3.6% | -$4.68万 | 减仓 |
| MCD | MCDONALDS CORP COM | $121.42万 | 0.53% | 3,907 | -347 | -8.2% | -$10.78万 | 减仓 |
| META | META PLATFORMS | $118.60万 | 0.52% | 2,073 | -16 | -0.8% | -$9,154 | 减仓 |
| RTX | RAYTHEON TECHNOLOGIES CORP. | $116.76万 | 0.51% | 6,053 | -319 | -5.0% | -$6.15万 | 减仓 |
| IVW | ISHARES S&P GROWTH INDEX FUND | $115.03万 | 0.50% | 10,170 | -49 | -0.5% | -$5,542 | 减仓 |
| VEU | VANGUARD FTSE ALL WORLD EX US ETF | $113.38万 | 0.50% | 15,098 | 6,774 | 81.4% | $50.87万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING COM | $111.89万 | 0.49% | 5,507 | -366 | -6.2% | -$7.44万 | 减仓 |
| PEP | PEPSICO, INC COM | $109.57万 | 0.48% | 7,056 | -133 | -1.9% | -$2.07万 | 减仓 |
| VIG | ETF VANGUARD DIVIDEND APPRECIATION | $108.91万 | 0.48% | 5,064 | -164 | -3.1% | -$3.53万 | 减仓 |
| ENB | ENBRIDGE INC NPV | $108.59万 | 0.48% | 20,061 | -1,183 | -5.6% | -$6.40万 | 减仓 |
| CAT | CATERPILLAR INC COM | $107.05万 | 0.47% | 1,511 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORP | $106.69万 | 0.47% | 3,247 | -46 | -1.4% | -$1.51万 | 减仓 |
| HD | THE HOME DEPOT, INC | $105.40万 | 0.46% | 3,205 | -154 | -4.6% | -$5.06万 | 减仓 |
| ABBV | ABBVIE INC | $101.59万 | 0.45% | 4,671 | -53 | -1.1% | -$1.15万 | 减仓 |
| BX | BLACKSTONE GROUP INC | $101.02万 | 0.44% | 8,785 | 296 | 3.5% | $3.40万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $98.09万 | 0.43% | 3,363 | -84 | -2.4% | -$2.45万 | 减仓 |
| ORCL | ORACLE CORPORATION COM | $97.05万 | 0.43% | 6,597 | 397 | 6.4% | $5.84万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $93.80万 | 0.41% | 1,552 | -195 | -11.2% | -$11.79万 | 减仓 |
| IWF | I SHS RUSSELL 1000 GROWTH INDEX G | $88.86万 | 0.39% | 2,084 | -110 | -5.0% | -$4.69万 | 减仓 |
| IGSB | ISHARES SHORT-TERM CORP BOND | $87.63万 | 0.38% | 16,673 | 641 | 4.0% | $3.37万 | 加仓 |
| ABT | ABBOTT LABORATORIES COM | $87.56万 | 0.38% | 8,528 | -117 | -1.4% | -$1.20万 | 减仓 |
| VTI | VANGUARD TOTAL STOCK MARKET INDEX | $87.35万 | 0.38% | 2,723 | -266 | -8.9% | -$8.53万 | 减仓 |
| XLF | FINANCIAL SELECT SECTOR SPDRETF | $87.05万 | 0.38% | 17,636 | 0 | 0.0% | — | 不变 |
| ES | EVERSOURCE ENERGY | $86.57万 | 0.38% | 12,496 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $82.20万 | 0.36% | 2,897 | 7 | 0.2% | $1,986 | 加仓 |
| — | HONEYWELL INTL INC COM | $80.94万 | 0.35% | 3,581 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $75.44万 | 0.33% | 2,630 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA MOTORS INC. COMMON | $75.35万 | 0.33% | 2,027 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO COM | $75.13万 | 0.33% | 2,484 | -26 | -1.0% | -$7,864 | 减仓 |
| GEV | GE VERNOVA INC. | $74.54万 | 0.33% | 854 | 27 | 3.3% | $2.36万 | 加仓 |
| CASY | CASEYS GEN STORES | $74.24万 | 0.33% | 1,020 | 25 | 2.5% | $1.82万 | 加仓 |
| VDE | VANGUARD ENERGY ETF | $73.18万 | 0.32% | 4,229 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $73.04万 | 0.32% | 1,486 | 8 | 0.5% | $3,932 | 加仓 |
| AMAT | APPLIED MATERIALS COM | $69.28万 | 0.30% | 2,027 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYSTEMS INC COM | $63.71万 | 0.28% | 8,211 | -708 | -7.9% | -$5.49万 | 减仓 |
| IVV | ISHARES CORE S&P 500 ETF | $63.62万 | 0.28% | 974 | 43 | 4.6% | $2.81万 | 加仓 |
| GLD | SPDR GOLD TR GOLD SHS | $61.53万 | 0.27% | 1,430 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC. DEL CL B | $59.56万 | 0.26% | 1,243 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO COM | $58.91万 | 0.26% | 6,104 | -701 | -10.3% | -$6.77万 | 减仓 |
| MRK | MERCK & CO INC NEW | $58.13万 | 0.25% | 4,833 | -405 | -7.7% | -$4.87万 | 减仓 |
| BMY | BRISTOL MYERS SQUIBB CO COM | $57.92万 | 0.25% | 9,550 | -172 | -1.8% | -$1.04万 | 减仓 |
| KO | COCA COLA COMPANY COM | $57.87万 | 0.25% | 7,610 | 32 | 0.4% | $2,433 | 加仓 |
| LIN | LINDE PLC NPV | $56.07万 | 0.25% | 1,131 | -23 | -2.0% | -$1.14万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $55.66万 | 0.24% | 9,659 | -411 | -4.1% | -$2.37万 | 减仓 |
| MGC | VANGUARD MEGA CAP INDEX FUNDETF | $55.00万 | 0.24% | 2,327 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES RUSSELL MIDCAP INDEX FUND | $54.91万 | 0.24% | 5,647 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COMPANIES INC COM STK | $51.89万 | 0.23% | 2,196 | 0 | 0.0% | — | 不变 |
| IBM | INTERNAT'L BUSINESS MACHINES COM | $50.88万 | 0.22% | 2,099 | -162 | -7.2% | -$3.93万 | 减仓 |
| UNP | UNION PAC CORP COM | $50.83万 | 0.22% | 2,095 | -155 | -6.9% | -$3.76万 | 减仓 |
| ACN | ACCENTURE PLC | $49.41万 | 0.22% | 2,492 | -1,137 | -31.3% | -$22.55万 | 减仓 |
| EOG | EOG RES INC | $48.82万 | 0.21% | 3,377 | 277 | 8.9% | $4.00万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $48.06万 | 0.21% | 5,174 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMERICA CORP NEW | $47.93万 | 0.21% | 9,832 | -493 | -4.8% | -$2.40万 | 减仓 |
| DHR | DANAHER CORP | $47.55万 | 0.21% | 2,508 | -75 | -2.9% | -$1.42万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $46.09万 | 0.20% | 2,875 | 731 | 34.1% | $11.72万 | 加仓 |
| IWB | I SHS RUSSELL 1000 | $45.03万 | 0.20% | 1,263 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC. | $44.89万 | 0.20% | 1,276 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC NEW NPV | $43.47万 | 0.19% | 452 | 25 | 5.9% | $2.40万 | 加仓 |
| AMT | AMERICAN TOWER REIT | $42.92万 | 0.19% | 2,487 | -92 | -3.6% | -$1.59万 | 减仓 |
| IVE | ISHARES S&P VALUE INDEX FUND | $38.81万 | 0.17% | 1,838 | 0 | 0.0% | — | 不变 |
| MMM | 3M COMPANY | $37.64万 | 0.17% | 2,592 | 0 | 0.0% | — | 不变 |
| CME | CME GROUP INC | $37.54万 | 0.16% | 1,271 | -118 | -8.5% | -$3.48万 | 减仓 |
| T | AT&T INC | $37.05万 | 0.16% | 12,784 | -1,754 | -12.1% | -$5.08万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $36.70万 | 0.16% | 2,803 | -290 | -9.4% | -$3.80万 | 减仓 |
| AGG | ISHARES CORE TOTAL U S BOND MARKET ETF | $34.41万 | 0.15% | 3,466 | 10 | 0.3% | $993 | 加仓 |
| PFE | PFIZER INC COM | $33.33万 | 0.15% | 11,874 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $33.14万 | 0.15% | 383 | 0 | 0.0% | — | 不变 |
| XLU | SELECT SECTOR SPDR - UTILITIES | $33.05万 | 0.14% | 7,204 | 0 | 0.0% | — | 不变 |
| CMI | CUMMINS INC | $31.53万 | 0.14% | 586 | -30 | -4.9% | -$1.61万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $31.35万 | 0.14% | 680 | 561 | 471.4% | $25.86万 | 加仓 |
| MCHP | MICROCHIP TECHNOLOGY INC | $30.76万 | 0.13% | 4,761 | 2,722 | 133.5% | $17.59万 | 加仓 |