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 |
|---|---|---|---|---|---|---|---|---|
| SPHQ | INVESCO S&P 500 QUALITY ETF | $4,429.78万 | 17.80% | 491,653 | 3,489 | 0.7% | $31.44万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC COM | $2,396.32万 | 9.63% | 32 | 0 | 0.0% | — | 不变 |
| 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 |
| SPY | SPDR S&P 500 ETF TRUST | $1,307.14万 | 5.25% | 17,504 | -1,498 | -7.9% | -$111.87万 | 减仓 |
| IWM | ISHARES RUSSELL 2000 INDEX | $760.35万 | 3.05% | 25,308 | 818 | 3.3% | $24.58万 | 加仓 |
| MSFT | MICROSOFT CORP | $600.80万 | 2.41% | 16,107 | -213 | -1.3% | -$7.95万 | 减仓 |
| VYM | VANGUARD HIGH DIVIDEND YIELD ETF | $595.58万 | 2.39% | 37,688 | -1,606 | -4.1% | -$25.38万 | 减仓 |
| AAPL | APPLE INCORPORATED | $569.47万 | 2.29% | 19,681 | -1,300 | -6.2% | -$37.62万 | 减仓 |
| GOOGL | ALPHABET INC | $511.95万 | 2.06% | 14,326 | -227 | -1.6% | -$8.11万 | 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 |
| MDY | SPDR S&P MIDCAP 400 ETF TR | $446.40万 | 1.79% | 6,347 | -106 | -1.6% | -$7.46万 | 减仓 |
| — | EXXON MOBIL CORP COM | $405.92万 | 1.63% | 29,690 | -442 | -1.5% | -$6.04万 | 减仓 |
| IJR | ISHARES CORE S&P SMALL-CAP ETF | $368.05万 | 1.48% | 24,817 | 259 | 1.1% | $3.84万 | 加仓 |
| NVDA | NVIDIA CORP | $342.99万 | 1.38% | 17,142 | 90 | 0.5% | $1.80万 | 加仓 |
| JPM | J P MORGAN CHASE & CO | $341.10万 | 1.37% | 10,421 | -264 | -2.5% | -$8.64万 | 减仓 |
| QQQ | INVESCO QQQ | $282.41万 | 1.13% | 3,835 | -63 | -1.6% | -$4.64万 | 减仓 |
| AMZN | AMAZON.COM INC | $248.47万 | 1.00% | 10,425 | -457 | -4.2% | -$10.89万 | 减仓 |
| VGT | VANGUARD INFORMATION TECHNOLOGY VIPERS | $242.67万 | 0.97% | 20,304 | -1,088 | -5.1% | -$13.00万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $217.03万 | 0.87% | 2,320 | -37 | -1.6% | -$3.46万 | 减仓 |
| SDY | SPDR S&P DIVIDEND ETF | $188.15万 | 0.76% | 12,364 | 0 | 0.0% | — | 不变 |
| IDXX | IDEXX LABORATORIES INC | $184.25万 | 0.74% | 3,500 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES SELECT DIVIDEND ETF | $181.28万 | 0.73% | 11,598 | 111 | 1.0% | $1.73万 | 加仓 |
| LLY | ELI LILLY & CO COM | $177.15万 | 0.71% | 1,477 | -156 | -9.6% | -$18.71万 | 减仓 |
| MA | MASTERCARD INC | $174.57万 | 0.70% | 3,399 | -45 | -1.3% | -$2.31万 | 减仓 |
| TJX | TJX COS INC | $164.86万 | 0.66% | 10,882 | -26 | -0.2% | -$3,939 | 减仓 |
| AVGO | BROADCOM INC | $163.94万 | 0.66% | 4,340 | 42 | 1.0% | $1.59万 | 加仓 |
| CAT | CATERPILLAR INC COM | $152.81万 | 0.61% | 1,435 | -76 | -5.0% | -$8.09万 | 减仓 |
| AMAT | APPLIED MATERIALS COM | $144.31万 | 0.58% | 1,996 | -31 | -1.5% | -$2.24万 | 减仓 |
| IVW | ISHARES S&P GROWTH INDEX FUND | $139.87万 | 0.56% | 10,170 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO COM | $137.56万 | 0.55% | 9,381 | -978 | -9.4% | -$14.34万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP COM | $135.74万 | 0.55% | 4,315 | -100 | -2.3% | -$3.15万 | 减仓 |
| JNJ | JOHNSON & JOHNSON COM | $131.83万 | 0.53% | 5,191 | -18 | -0.3% | -$4,571 | 减仓 |
| VEU | VANGUARD FTSE ALL WORLD EX US ETF | $131.32万 | 0.53% | 15,680 | 582 | 3.9% | $4.87万 | 加仓 |
| AGG | ISHARES CORE TOTAL U S BOND MARKET ETF | $122.92万 | 0.49% | 12,419 | 8,953 | 258.3% | $88.62万 | 加仓 |
| RTX | RAYTHEON TECHNOLOGIES CORP. | $118.41万 | 0.48% | 6,241 | 188 | 3.1% | $3.57万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING COM | $117.91万 | 0.47% | 5,265 | -242 | -4.4% | -$5.42万 | 减仓 |
| GE | GE AEROSPACE | $114.21万 | 0.46% | 3,056 | 159 | 5.5% | $5.94万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $111.01万 | 0.45% | 3,363 | 0 | 0.0% | — | 不变 |
| ENB | ENBRIDGE INC NPV | $108.49万 | 0.44% | 20,017 | -44 | -0.2% | -$2,385 | 减仓 |
| HD | THE HOME DEPOT, INC | $108.44万 | 0.44% | 3,075 | -130 | -4.1% | -$4.58万 | 减仓 |
| META | META PLATFORMS | $107.47万 | 0.43% | 1,908 | -165 | -8.0% | -$9.29万 | 减仓 |
| SYK | STRYKER CORP | $106.82万 | 0.43% | 3,393 | 146 | 4.5% | $4.60万 | 加仓 |
| CVX | CHEVRON CORPORATION COM | $106.15万 | 0.43% | 6,404 | -190 | -2.9% | -$3.15万 | 减仓 |
| BX | BLACKSTONE GROUP INC | $101.83万 | 0.41% | 8,654 | -131 | -1.5% | -$1.54万 | 减仓 |
| VTI | VANGUARD TOTAL STOCK MARKET INDEX | $100.02万 | 0.40% | 2,703 | -20 | -0.7% | -$7,401 | 减仓 |
| VIG | ETF VANGUARD DIVIDEND APPRECIATION | $98.81万 | 0.40% | 4,176 | -888 | -17.5% | -$21.01万 | 减仓 |
| ORCL | ORACLE CORPORATION COM | $97.01万 | 0.39% | 6,620 | 23 | 0.3% | $3,371 | 加仓 |
| GEV | GE VERNOVA INC. | $96.92万 | 0.39% | 825 | -29 | -3.4% | -$3.41万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $95.31万 | 0.38% | 2,795 | -80 | -2.8% | -$2.73万 | 减仓 |
| XLF | FINANCIAL SELECT SECTOR SPDRETF | $94.54万 | 0.38% | 17,635 | -1 | -0.0% | -$54 | 减仓 |
| IWF | I SHS RUSSELL 1000 GROWTH INDEX G | $92.73万 | 0.37% | 7,468 | -868 | -10.4% | -$10.78万 | 减仓 |
| CSCO | CISCO SYSTEMS INC COM | $92.64万 | 0.37% | 7,887 | -324 | -3.9% | -$3.81万 | 减仓 |
| ABBV | ABBVIE INC | $91.57万 | 0.37% | 3,639 | -1,032 | -22.1% | -$25.97万 | 减仓 |
| GOOG | ALPHABET INC | $91.19万 | 0.37% | 2,581 | -49 | -1.9% | -$1.73万 | 减仓 |
| ES | EVERSOURCE ENERGY | $90.31万 | 0.36% | 12,496 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO, INC COM | $89.40万 | 0.36% | 6,603 | -453 | -6.4% | -$6.13万 | 减仓 |
| IGSB | ISHARES SHORT-TERM CORP BOND | $87.37万 | 0.35% | 16,673 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA MOTORS INC. COMMON | $87.31万 | 0.35% | 2,076 | 49 | 2.4% | $2.06万 | 加仓 |
| MCD | MCDONALDS CORP COM | $84.50万 | 0.34% | 3,126 | -781 | -20.0% | -$21.11万 | 减仓 |
| AXP | AMERICAN EXPRESS CO COM | $83.61万 | 0.34% | 2,472 | -12 | -0.5% | -$4,059 | 减仓 |
| CASY | CASEYS GEN STORES | $77.73万 | 0.31% | 978 | -42 | -4.1% | -$3.34万 | 减仓 |
| IVV | ISHARES CORE S&P 500 ETF | $72.94万 | 0.29% | 974 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $71.68万 | 0.29% | 1,407 | -145 | -9.3% | -$7.39万 | 减仓 |
| ABT | ABBOTT LABORATORIES COM | $69.19万 | 0.28% | 7,625 | -903 | -10.6% | -$8.19万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $68.53万 | 0.28% | 1,367 | -119 | -8.0% | -$5.97万 | 减仓 |
| MGC | VANGUARD MEGA CAP INDEX FUNDETF | $63.67万 | 0.26% | 2,327 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES RUSSELL MIDCAP INDEX FUND | $62.30万 | 0.25% | 5,647 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC NEW | $62.10万 | 0.25% | 4,833 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA COMPANY COM | $61.85万 | 0.25% | 7,610 | 0 | 0.0% | — | 不变 |
| VDE | VANGUARD ENERGY ETF | $61.12万 | 0.25% | 4,071 | -158 | -3.7% | -$2.37万 | 减仓 |
| IBM | INTERNAT'L BUSINESS MACHINES COM | $57.28万 | 0.23% | 2,037 | -62 | -3.0% | -$1.74万 | 减仓 |
| SO | SOUTHERN CO COM | $56.97万 | 0.23% | 5,952 | -152 | -2.5% | -$1.45万 | 减仓 |
| LIN | LINDE PLC NPV | $56.72万 | 0.23% | 1,093 | -38 | -3.4% | -$1.97万 | 减仓 |
| LRCX | LAM RESH CORP USD | $56.42万 | 0.23% | 1,302 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMERICA CORP NEW | $56.01万 | 0.23% | 9,832 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL MYERS SQUIBB CO COM | $54.09万 | 0.22% | 9,389 | -161 | -1.7% | -$9,275 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $53.96万 | 0.22% | 9,329 | -330 | -3.4% | -$1.91万 | 减仓 |
| UNP | UNION PAC CORP COM | $53.64万 | 0.22% | 1,972 | -123 | -5.9% | -$3.35万 | 减仓 |
| GLD | SPDR GOLD TR GOLD SHS | $52.68万 | 0.21% | 1,430 | 0 | 0.0% | — | 不变 |
| MCHP | MICROCHIP TECHNOLOGY INC | $52.15万 | 0.21% | 5,718 | 957 | 20.1% | $8.73万 | 加仓 |
| IWB | I SHS RUSSELL 1000 | $51.72万 | 0.21% | 1,263 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COMPANIES INC COM STK | $47.78万 | 0.19% | 2,167 | -29 | -1.3% | -$6,394 | 减仓 |
| NEE | NEXTERA ENERGY INC | $45.41万 | 0.18% | 5,174 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC | $43.86万 | 0.18% | 1,103 | 423 | 62.2% | $16.82万 | 加仓 |
| EOG | EOG RES INC | $42.80万 | 0.17% | 3,299 | -78 | -2.3% | -$1.01万 | 减仓 |
| DHR | DANAHER CORP | $41.87万 | 0.17% | 2,198 | -310 | -12.4% | -$5.90万 | 减仓 |
| CMI | CUMMINS INC | $41.79万 | 0.17% | 586 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES S&P VALUE INDEX FUND | $41.73万 | 0.17% | 1,838 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC NEW NPV | $41.54万 | 0.17% | 432 | -20 | -4.4% | -$1.92万 | 减仓 |
| AMGN | AMGEN INC. | $41.43万 | 0.17% | 1,144 | -132 | -10.3% | -$4.78万 | 减仓 |
| MMM | 3M COMPANY | $41.32万 | 0.17% | 2,552 | -40 | -1.5% | -$6,476 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $35.37万 | 0.14% | 2,794 | -9 | -0.3% | -$1,139 | 减仓 |
| AMT | AMERICAN TOWER REIT | $34.02万 | 0.14% | 2,080 | -407 | -16.4% | -$6.66万 | 减仓 |
| DE | DEERE & COMPANY | $32.86万 | 0.13% | 518 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC COM | $32.78万 | 0.13% | 284 | 24 | 9.2% | $2.77万 | 加仓 |
| IWS | ISHARES RUSSELL MIDCAP VALUE INDEX FUND | $32.76万 | 0.13% | 1,990 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO COM | $32.52万 | 0.13% | 2,272 | 0 | 0.0% | — | 不变 |
| XLU | SELECT SECTOR SPDR - UTILITIES | $31.98万 | 0.13% | 7,054 | -150 | -2.1% | -$6,801 | 减仓 |
| IWN | ISHARES RUSSELL 2000 VALUE INDEX FUND | $31.85万 | 0.13% | 1,440 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY CLARK CORP COM | $31.48万 | 0.13% | 2,868 | 0 | 0.0% | — | 不变 |