13F 机构持仓

United Community Bank

GREENVILLE SC · SEC CIK 0002000314

2026Q22026Q1 更早 9 个季度 🔒
$3.00亿2026Q1 申报市值
565持仓数
33.0%前十大占比 · 第一大 9.2%
33 / 74新建仓 / 清仓
申报市值走势$3.23亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

BRK/B 9.2%
IAUM 5.9%
PBP 3.5%
EFA 3.0%
IVV 2.3%
MSFT 2.2%
VTI 2.0%
IJH 1.9%
SPHQ 1.6%
VXF 1.5%

2026Q1 买入最多 按季末市值估算

UCB 新建仓+$264.90万
VTI 加仓+$172.76万
VXUS 加仓+$153.29万
SHY 重新持有+$150.86万
BIV 重新持有+$142.91万

2026Q1 卖出最多 按季末市值估算

IVV 减仓-$98.18万
IAU 减仓-$86.79万
JNJ 减仓-$83.35万
IAUM 减仓-$62.22万
HD 减仓-$46.47万

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
BAX BAXTER INTL INC COM $1.68万0.01%1,000 00.0% — 不变
GIB CGI INC CL A SUB VTG $1.70万0.01%232 232— $1.70万 新建仓
TDG TRANSDIGM GROUP INC $1.74万0.01%15 00.0% — 不变
BPRE BLUEROCK PVT REAL ESTATE FD COM $1.80万0.01%1,082 748224.0% $1.24万 加仓
VHT VANGUARD HEALTH CARE $1.80万0.01%66 00.0% — 不变
INGR INGREDION INC $1.80万0.01%160 00.0% — 不变
QQQM INVESCO EXCH TRADED FD TR II NASDAQ ETF $1.85万0.01%78 78— $1.85万 新建仓
TAP MOLSON COORS BEVERAGE COMPANY CL B $1.87万0.01%435 00.0% — 不变
IWP ISHARES RUSSELL MIDCAP GROWTH ETF $1.91万0.01%149 00.0% — 不变
KRE SPDR SER TR ST STR SPDR S&P REG BK ETF $1.92万0.01%294 00.0% — 不变
— DIMENSIONAL ETF TRUST US SMALL CAP ETF $1.92万0.01%270 00.0% — 不变
— NEOS TRUST NASDAQ 100 HDGD ETF $1.95万0.01%380 00.0% — 不变
SCHO SCHWAB SHORT TERM U S TREASURY ETF $1.99万0.01%818 00.0% — 重新持有
INCY INCYTE CORP $1.99万0.01%211 -15-6.6% -$1,412 减仓
FDS FACTSET RESEARCH SYSTEMS INC $2.00万0.01%92 92— $2.00万 新建仓
IXUS ISHARES TR CORE MSCI TOTAL ETF $2.01万0.01%232 00.0% — 不变
HBAN HUNTINGTON BANCSHARES INC COM $2.03万0.01%1,297 -835-39.2% -$1.31万 减仓
ANET ARISTA NETWORKS INC COM SHS $2.06万0.01%168 00.0% — 不变
UGI UGI CORP NEW (HOLDING CO) $2.17万0.01%595 -1,480-71.3% -$5.39万 减仓
TT TRANE TECHNOLOGIES PLC SHS COM $2.17万0.01%52 -23-30.7% -$9,585 减仓
DTE DTE ENERGY CO COM $2.18万0.01%149 53.5% $731 加仓
CEG CONSTELLATION ENERGY CORP COM $2.21万0.01%79 -44-35.8% -$1.23万 减仓
BF/B BROWN-FORMAN CORP CL B $2.22万0.01%841 841— $2.22万 新建仓
HCA HCA HEALTHCARE INC $2.22万0.01%47 00.0% — 不变
VGLT VANGUARD SCOTTSDALE FDS LONG TERM ETF $2.26万0.01%408 00.0% — 重新持有
NSC NORFOLK SOUTHERN CORP $2.30万0.01%80 00.0% — 不变
KDP KEURIG DR PEPPER INC COM $2.30万0.01%875 -90-9.3% -$2,370 减仓
OTIS OTIS WORLDWIDE CORP COM $2.35万0.01%305 00.0% — 不变
FTNT FORTINET INC $2.35万0.01%288 13082.3% $1.06万 加仓
— DIMENSIONAL ETF TRUST US TARGETED ETF $2.35万0.01%377 00.0% — 不变
AOM ISHARES TR CORE 40/60 MODER ETF $2.37万0.01%500 00.0% — 重新持有
DES WISDOMTREE TR US SMALLCAP DIVD $2.38万0.01%662 00.0% — 不变
ZETA ZETA GLOBAL HOLDINGS CORP CL A COM $2.39万0.01%1,500 00.0% — 不变
AMLP ALPS ETF TR ALERIAN MLP ETF $2.42万0.01%460 460— $2.42万 新建仓
SWK STANLEY BLACK & DECKER INC $2.43万0.01%342 14573.6% $1.03万 重新持有
SPYI NEOS TRUST NEOS S&P 500 HI ETF $2.47万0.01%500 00.0% — 不变
JCI JOHNSON CONTROLS INTERNATIONAL PLC $2.48万0.01%189 00.0% — 不变
VTRS VIATRIS INC COM $2.50万0.01%1,854 00.0% — 不变
CRH CRH PLC ORD COM $2.51万0.01%239 00.0% — 不变
— TEVA PHARMACEUTICAL INDS LTD-SP ADR $2.55万0.01%848 00.0% — 不变
VOO VANGUARD S&P 500 ETF $2.57万0.01%43 00.0% — 不变
STZ CONSTELLATION BRANDS INC CL A $2.58万0.01%172 7577.3% $1.12万 加仓
ASML ASML HOLDING NV $2.64万0.01%20 00.0% — 不变
TSN TYSON FOODS INC CL A $2.66万0.01%415 -25-5.7% -$1,602 减仓
HAS HASBRO INC $2.67万0.01%285 00.0% — 不变
GSY INVESCO ACTIVELY MANAGED ETF ULTRA SHRT $2.71万0.01%541 541— $2.71万 新建仓
LHX L3HARRIS TECHNOLOGIES INC COM $2.73万0.01%79 52192.6% $1.79万 加仓
LYB LYONDELLBASELL INDUSTRIES CL A $2.74万0.01%340 00.0% — 不变
ITW ILLINOIS TOOL WORKS INC $2.76万0.01%106 00.0% — 不变
KVUE KENVUE INC COM $2.76万0.01%1,603 1,5848,336.8% $2.73万 加仓
VEU VANGUARD FTSE ALL WORLD EX US INDEX FD $2.79万0.01%371 -142-27.7% -$1.07万 减仓
NOC NORTHROP GRUMMAN CORP $2.80万0.01%41 00.0% — 不变
CGUS CAPITAL GROUP CORE EQUITY ETF $2.81万0.01%731 731— $2.81万 新建仓
BWX SPDR SER TR BLOOMBERG INTL T $2.81万0.01%1,280 -4,453-77.7% -$9.77万 重新持有
KEY KEYCORP NEW $2.83万0.01%1,412 -23-1.6% -$461 减仓
CVS CVS HEALTH CORP COM $2.90万0.01%404 -10-2.4% -$718 减仓
ORLY O REILLY AUTOMOTIVE INC $2.91万0.01%315 -978-75.6% -$9.03万 减仓
SRE SEMPRA COM $2.92万0.01%300 -489-62.0% -$4.75万 减仓
RF REGIONS FINANCIAL CORP NEW $2.97万0.01%1,138 -17-1.5% -$444 减仓
— CHART INDUSTRIES INC COM $2.98万0.01%144 00.0% — 不变
PLD PROLOGIS INC $3.04万0.01%230 125119.0% $1.65万 加仓
PH PARKER-HANNIFIN CORP $3.04万0.01%34 00.0% — 不变
NKE NIKE INC CL B COM $3.12万0.01%590 5764,114.3% $3.04万 加仓
PDBC INVESCO ACTIVELY MANAGD TR OPTIMUM ETF $3.20万0.01%1,848 00.0% — 不变
POOL POOL CORP COM $3.26万0.01%161 161— $3.26万 新建仓
WAB WABTEC CORP $3.32万0.01%133 -55-29.3% -$1.37万 减仓
— JANUS HENDERSON GROUP PLC $3.37万0.01%656 -23-3.4% -$1,182 减仓
XLP SELECT SECTOR SPDR TR S S CON STPLS ETF $3.44万0.01%420 -255-37.8% -$2.09万 减仓
NVS NOVARTIS AG SPONSORED ADR $3.51万0.01%230 -1,066-82.3% -$16.28万 减仓
LRCX LAM RESEARCH CORPORATION COM $3.63万0.01%170 00.0% — 不变
DE DEERE & CO $3.66万0.01%65 00.0% — 不变
CME CME GROUP INC $3.66万0.01%124 -220-64.0% -$6.50万 减仓
REGN REGENERON PHARMACEUTICALS $3.71万0.01%48 -5-9.4% -$3,863 减仓
VPU VANGUARD UTILITIES ETF $3.76万0.01%190 00.0% — 不变
IBDZ ISHARES TR IBONDS DEC 2034 ETF $3.82万0.01%1,465 -50-3.3% -$1,303 重新持有
IBDY ISHARES TR IBONDS DEC 2033 ETF $3.84万0.01%1,485 -50-3.3% -$1,292 重新持有
IBDW ISHARES TR IBONDS DEC 2031 ETF $3.84万0.01%1,835 -50-2.7% -$1,047 重新持有
IBDX ISHARES TR IBONDS DEC 2032 ETF $3.84万0.01%1,520 -50-3.2% -$1,263 重新持有
HSY HERSHEY CO/THE $3.89万0.01%187 -1,043-84.8% -$21.68万 减仓
DHI D R HORTON INC COM $3.90万0.01%284 4016.4% $5,489 加仓
WEC WEC ENERGY GROUP INC COM $3.94万0.01%340 340— $3.94万 新建仓
VSNT VERSANT MEDIA GROUP INC COM CL A $3.97万0.01%1,072 1,072— $3.97万 新建仓
TOTL SPDR DOUBLELINE TR TACT ETF $3.97万0.01%1,000 00.0% — 重新持有
SCHR SCHWAB STRATEGIC TR INTRM TRM TRES ETF $3.99万0.01%1,600 00.0% — 重新持有
BNY BANK OF NEW YORK MELLON CORP $4.06万0.01%342 00.0% — 不变
FNCL THE FIDELITY MSCI FINANCIALS INDEX ETF $4.09万0.01%582 00.0% — 不变
BX BLACKSTONE INC COM $4.09万0.01%356 133.8% $1,495 加仓
NET CLOUDFLARE INC CL A COM $4.13万0.01%200 00.0% — 不变
PEG PUBLIC SVC ENTERPRISE GROUP $4.21万0.01%520 00.0% — 不变
XLC SELECT SECTOR SPDR TR S S COMM SER ETF $4.21万0.01%380 00.0% — 不变
WM WASTE MGMT INC DEL COM $4.43万0.01%193 -81-29.6% -$1.86万 减仓
FHN FIRST HORIZON CORPORATION COM $4.50万0.02%1,979 -38-1.9% -$865 减仓
GDX VANECK VECTORS GOLD MINERS ETF $4.59万0.02%500 00.0% — 不变
MPC MARATHON PETROLEUM CORP $4.69万0.02%192 -57-22.9% -$1.39万 减仓
— PACER FDS TR AMERI ENERGY INFRAST ETF $4.70万0.02%1,000 00.0% — 不变
WES WESTERN MIDSTREAM PARTNERS LP COM UNIT $4.73万0.02%1,150 00.0% — 不变
IBDV ISHARES TR IBONDS DEC 2030 ETF $4.86万0.02%2,220 -50-2.2% -$1,095 重新持有
ET ENERGY TRANSFER LP COM UT LTD PTN $4.90万0.02%2,538 -350-12.1% -$6,755 减仓
BSJR INVESCO EXCH TRD SLF IDX FD TR ETF $4.92万0.02%2,200 00.0% — 重新持有
ZTS ZOETIS INC CL A COM $4.94万0.02%418 4115,871.4% $4.86万 加仓