13F 机构持仓

United Community Bank

GREENVILLE SC · SEC CIK 0002000314

2026Q22026Q1 更早 9 个季度 🔒
$3.23亿2026Q2 申报市值
534持仓数
33.5%前十大占比 · 第一大 9.3%
20 / 51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 9.3%
IAUM 4.3%
PBP 3.5%
EFA 3.0%
IVV 2.6%
VTI 2.4%
SPHQ 2.1%
IJH 2.1%
VXUS 2.1%
MSFT 2.0%

2026Q2 买入最多 按季末市值估算

VXUS 加仓+$170.81万
BRK/B 加仓+$149.17万
SPHQ 加仓+$135.69万
SPY 加仓+$134.34万
AVEM 新建仓+$107.36万

2026Q2 卖出最多 按季末市值估算

UCB 清仓-$264.90万
NVDA 减仓-$166.98万
EXXON MOBIL CORP 清仓-$149.06万
IAUM 减仓-$115.96万
AVGO 减仓-$46.99万

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
LKQ LKQ CORP $2.21万0.01%841 -6,171-88.0% -$16.25万 减仓
— DIMENSIONAL ETF TRUST US SMALL CAP ETF $2.22万0.01%270 00.0% — 不变
VGLT VANGUARD SCOTTSDALE FDS LONG TERM ETF $2.25万0.01%408 00.0% — 不变
SRE SEMPRA COM $2.32万0.01%250 -50-16.7% -$4,636 减仓
INCY INCYTE CORP $2.34万0.01%206 -5-2.4% -$567 减仓
TSN TYSON FOODS INC CL A $2.35万0.01%410 -5-1.2% -$286 减仓
FTNT FORTINET INC $2.43万0.01%158 -130-45.1% -$2.00万 减仓
AOM ISHARES TR CORE 40/60 MODER ETF $2.49万0.01%500 00.0% — 不变
NSC NORFOLK SOUTHERN CORP $2.52万0.01%80 00.0% — 不变
TT TRANE TECHNOLOGIES PLC SHS COM $2.55万0.01%52 00.0% — 不变
HBAN HUNTINGTON BANCSHARES INC COM $2.56万0.01%1,442 14511.2% $2,571 加仓
CRH CRH PLC ORD COM $2.56万0.01%239 00.0% — 不变
— DIMENSIONAL ETF TRUST US TARGETED ETF $2.64万0.01%377 00.0% — 不变
SPYI NEOS TRUST NEOS S&P 500 HI ETF $2.65万0.01%500 00.0% — 不变
DES WISDOMTREE TR US SMALLCAP DIVD $2.69万0.01%662 00.0% — 不变
PLTR PALANTIR TECHNOLOGIES INC COM CL A $2.71万0.01%232 -500-68.3% -$5.83万 减仓
GSY INVESCO ACTIVELY MANAGED ETF ULTRA SHRT $2.71万0.01%541 00.0% — 不变
CME CME GROUP INC $2.74万0.01%124 00.0% — 不变
BWX SPDR SER TR BLOOMBERG INTL T $2.77万0.01%1,280 00.0% — 不变
ANET ARISTA NETWORKS INC COM SHS $2.85万0.01%168 00.0% — 不变
— TEVA PHARMACEUTICAL INDS LTD-SP ADR $2.87万0.01%848 00.0% — 不变
PDBC INVESCO ACTIVELY MANAGD TR OPTIMUM ETF $2.93万0.01%1,848 00.0% — 不变
VTRS VIATRIS INC COM $2.94万0.01%1,854 00.0% — 不变
JCI JOHNSON CONTROLS INTERNATIONAL PLC $2.97万0.01%203 147.4% $2,046 加仓
BSJQ INVESCO EXCH TRD SLF IDX FD TR ETF $2.98万0.01%1,300 -900-40.9% -$2.07万 减仓
— CHART INDUSTRIES INC COM $3.01万0.01%144 00.0% — 不变
OTIS OTIS WORLDWIDE CORP COM $3.04万0.01%425 12039.3% $8,592 加仓
NVS NOVARTIS AG SPONSORED ADR $3.13万0.01%200 -30-13.0% -$4,702 减仓
KEY KEYCORP NEW $3.25万0.01%1,412 00.0% — 不变
HSY HERSHEY CO/THE $3.28万0.01%187 00.0% — 不变
WAB WABTEC CORP $3.32万0.01%123 -10-7.5% -$2,696 减仓
ROP ROPER TECHNOLOGIES INC COM $3.32万0.01%98 -363-78.7% -$12.28万 减仓
BX BLACKSTONE INC COM $3.32万0.01%282 -74-20.8% -$8,708 减仓
RF REGIONS FINANCIAL CORP NEW $3.44万0.01%1,138 00.0% — 不变
XLP SELECT SECTOR SPDR TR S S CON STPLS ETF $3.49万0.01%420 00.0% — 不变
NDAQ NASDAQ INC $3.55万0.01%450 -863-65.7% -$6.80万 减仓
VPU VANGUARD UTILITIES ETF $3.72万0.01%190 00.0% — 不变
GDX VANECK VECTORS GOLD MINERS ETF $3.77万0.01%500 00.0% — 不变
IBDZ ISHARES TR IBONDS DEC 2034 ETF $3.82万0.01%1,465 00.0% — 不变
IBDY ISHARES TR IBONDS DEC 2033 ETF $3.82万0.01%1,485 00.0% — 不变
IBDW ISHARES TR IBONDS DEC 2031 ETF $3.82万0.01%1,835 00.0% — 不变
IBDX ISHARES TR IBONDS DEC 2032 ETF $3.83万0.01%1,520 00.0% — 不变
GS GOLDMAN SACHS GROUP INC COM $3.84万0.01%38 -35-47.9% -$3.54万 减仓
TOTL SPDR DOUBLELINE TR TACT ETF $3.95万0.01%1,000 00.0% — 不变
CVS CVS HEALTH CORP COM $3.97万0.01%384 -20-5.0% -$2,069 减仓
ASML ASML HOLDING NV $3.98万0.01%20 00.0% — 不变
XLC SELECT SECTOR SPDR TR S S COMM SER ETF $4.07万0.01%380 00.0% — 不变
GLD SPDR GOLD TRUST GOLD SHS ETF $4.09万0.01%111 -22-16.5% -$8,104 减仓
DE DEERE & CO $4.12万0.01%65 00.0% — 不变
PEG PUBLIC SVC ENTERPRISE GROUP $4.38万0.01%540 203.8% $1,623 加仓
SPYM SPDR SER TR ST STR SPDR PORT S&P 500 ETF $4.39万0.01%500 -237-32.2% -$2.08万 减仓
FNCL THE FIDELITY MSCI FINANCIALS INDEX ETF $4.46万0.01%582 00.0% — 不变
DHI D R HORTON INC COM $4.46万0.01%274 -10-3.5% -$1,629 减仓
MPC MARATHON PETROLEUM CORP $4.53万0.01%177 -15-7.8% -$3,835 减仓
— PACER FDS TR AMERI ENERGY INFRAST ETF $4.55万0.01%1,000 00.0% — 不变
FDXF FEDEX FGHT HLDG CO INC COM $4.61万0.01%305 305— $4.61万 新建仓
VIG VANGUARD DIVIDEND APPRECIATION ETF $4.80万0.01%203 -300-59.6% -$7.10万 减仓
IBDV ISHARES TR IBONDS DEC 2030 ETF $4.84万0.01%2,220 00.0% — 不变
ET ENERGY TRANSFER LP COM UT LTD PTN $4.85万0.02%2,538 00.0% — 不变
BSJR INVESCO EXCH TRD SLF IDX FD TR ETF $4.92万0.02%2,200 00.0% — 不变
BNY BANK NEW YORK MELLON CORP COM $5.22万0.02%361 195.6% $2,748 加仓
LIN LINDE PLC SHS COM $5.24万0.02%101 -47-31.8% -$2.44万 减仓
IWN ISHARES RUSSELL 2000 VALUE ETF $5.26万0.02%238 -35-12.8% -$7,742 减仓
ABT ABBOTT LABORATORIES COM $5.33万0.02%587 6512.5% $5,898 加仓
IBDT ISHARES TR IBDS DEC28 ETF $5.55万0.02%2,198 -95-4.1% -$2,399 减仓
FHN FIRST HORIZON CORPORATION COM $5.70万0.02%2,222 24312.3% $6,231 加仓
NOBL PROSHARES TR S&P 500 DV ARIST ETF $5.90万0.02%1,050 00.0% — 不变
AOK ISHARES TR CORE 30/70 CONSE ETF $5.91万0.02%1,425 00.0% — 不变
JBL JABIL INC $5.97万0.02%155 -45-22.5% -$1.73万 减仓
ALL ALLSTATE CORP COM $6.00万0.02%252 00.0% — 不变
VEEV VEEVA SYSTEMS INC CLASS A $6.12万0.02%345 -5-1.4% -$887 减仓
FCPT FOUR CORNERS PROPERTY TRUST INC $6.50万0.02%2,648 00.0% — 不变
COWZ PACER FDS TR US CASH COWS 100 ETF $6.64万0.02%1,067 00.0% — 不变
PRU PRUDENTIAL FINANCIAL INC $6.66万0.02%617 -120-16.3% -$1.30万 减仓
ED CONSOLIDATED EDISON INC $6.68万0.02%604 -287-32.2% -$3.18万 减仓
HEDJ WISDOMTREE EUROPE HEDGED EQU ETF $6.73万0.02%1,180 00.0% — 不变
BND VANGUARD TOTAL BOND MARKET ETF $6.97万0.02%949 742358.5% $5.45万 加仓
XLU SELECT SECTOR SPDR TR STATE ST UTIL ETF $7.03万0.02%1,550 00.0% — 不变
EQWL INVESCO S&P 100 EQUAL WEIGHT ETF $7.16万0.02%555 00.0% — 不变
CARR CARRIER GLOBAL CORPORATION COM $7.28万0.02%993 -55-5.2% -$4,034 减仓
SPG SIMON PROPERTY GROUP INC $7.29万0.02%326 00.0% — 不变
KMI KINDER MORGAN INC $7.31万0.02%2,286 642.9% $2,046 加仓
EFAV ISHARES TR MSCI EAFE MIN VOL FACTOR ETF $7.46万0.02%850 -175-17.1% -$1.53万 减仓
SPLV INVESCO EXCHNG TRADED FD TR II S&P500 LO $7.64万0.02%1,020 00.0% — 不变
FTGC FIRST TR EXCHANGE TRAD FD VII FST TR $7.64万0.02%2,825 00.0% — 不变
IDV ISHARES TR INTL SEL DIV ETF $7.81万0.02%1,884 00.0% — 不变
IBDR ISHARES TR IBONDS DEC ETF $7.84万0.02%3,237 -415-11.4% -$1.01万 减仓
ECL ECOLAB INC COM $7.88万0.02%283 51.8% $1,393 加仓
IWS ISHARES RUSSELL MIDCAP VALUE ETF $8.08万0.02%491 -50-9.2% -$8,230 减仓
SBUX STARBUCKS CORP $8.14万0.03%797 -2,308-74.3% -$23.59万 减仓
PPA INVESCO EXCHANGE TRADED FD TR ETF $8.18万0.03%463 463— $8.18万 新建仓
PANW PALO ALTO NETWORKS INC COM $8.32万0.03%244 -345-58.6% -$11.77万 减仓
CGW INVESCO EXCH TRADED FD TR II S&P GBL ETF $8.38万0.03%1,275 00.0% — 不变
HPQ HP INC COM $8.57万0.03%3,908 -195-4.8% -$4,278 减仓
MUB ISHARES TR NATIONAL MUN ETF $8.61万0.03%800 00.0% — 不变
STT STATE STREET CORP $8.62万0.03%508 -30-5.6% -$5,088 减仓
FBIN FORTUNE BRANDS INNOVATIONS INC COM $8.78万0.03%1,600 00.0% — 不变
DXCM DEXCOM INC COM $8.89万0.03%1,320 -40-2.9% -$2,694 减仓
BSCU INVESCO EXCH TRD SLF IDX FD TR ETF $9.15万0.03%5,500 00.0% — 不变
GD GENERAL DYNAMICS CORP $9.64万0.03%272 -53-16.3% -$1.88万 减仓