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
IBTG ISHARES TR IBONDS 26 TRM TS ETF $13.60万0.05%5,935 -5,235-46.9% -$12.00万 重新持有
AMP AMERIPRISE FINANCIAL INC $14.04万0.05%316 158100.0% $7.02万 加仓
NICE NICE LTD SPONSORED ADR $14.11万0.05%1,280 1,280— $14.11万 新建仓
WFC WELLS FARGO CO NEW COM $14.19万0.05%1,783 38027.1% $3.03万 加仓
ODFL OLD DOMINION FREIGHT LINE $14.34万0.05%734 355.0% $6,839 加仓
DKS DICKS SPORTING GOODS INC COM $14.48万0.05%730 507.4% $9,915 加仓
APP APPLOVIN CORP COM CL A $14.49万0.05%364 4012.3% $1.59万 加仓
ADBE ADOBE INC COM $14.49万0.05%596 -847-58.7% -$20.59万 减仓
XLI SELECT SECTOR SPDR TR STATE ST INDUS ETF $14.64万0.05%905 00.0% — 不变
PRI PRIMERICA INC $15.00万0.05%599 458.1% $1.13万 加仓
OEF ISHARES S&P 100 ETF $15.11万0.05%475 00.0% — 不变
IJT ISHARES S&P SMALL CAP 600 GROWTH ETF $15.15万0.05%1,047 00.0% — 不变
IWF ISHARES RUSSELL 1000 GROWTH ETF $15.35万0.05%360 -83-18.7% -$3.54万 减仓
IJJ ISHARES S&P MID CAP 400 VALUE ETF $15.78万0.05%1,191 -1,024-46.2% -$13.57万 减仓
MCD MCDONALDS CORP $15.82万0.05%509 00.0% — 不变
EFOR ASGN INC $15.87万0.05%4,100 4,100— $15.87万 新建仓
VDC VANGUARD CONSUMER STAPLE ETF $15.95万0.05%710 00.0% — 不变
QUAL ISHARES TR MSCI USA QUALITY FACTOR ETF $16.05万0.05%837 00.0% — 不变
NXPI NXP SEMICONDUCTORS NV ORD $16.06万0.05%816 364.6% $7,087 加仓
SCHG SCHWAB US LARGE CAP GROWTH ETF $16.31万0.05%5,600 00.0% — 不变
ROP ROPER TECHNOLOGIES INC COM $16.31万0.05%461 377448.8% $13.34万 加仓
IBTK ISHARES TR IBOND DEC ETF $16.78万0.06%8,510 -4,550-34.8% -$8.97万 重新持有
IBKR INTERACTIVE BROKERS GRO CL A $16.80万0.06%2,505 1355.7% $9,054 加仓
VAC MARRIOT VACATIONS WORLD $16.80万0.06%2,580 2,580— $16.80万 新建仓
ELV ELEVANCE HEALTH INC COM $17.13万0.06%585 193.4% $5,562 加仓
CI THE CIGNA GROUP COM $17.21万0.06%645 50.8% $1,334 加仓
ITOT ISHARES CORE S&P TOTAL US STOCK MKT ETF $17.29万0.06%1,214 -148-10.9% -$2.11万 减仓
KLAC KLA CORPORATION COM $17.37万0.06%118 3643.9% $5.30万 加仓
AEM AGNICO EAGLE MINES LTD COM $17.60万0.06%867 -545-38.6% -$11.06万 减仓
UBER UBER TECHNOLOGIES INC COM $17.84万0.06%2,480 81348.8% $5.85万 加仓
PSX PHILLIPS 66 COM $18.00万0.06%988 -111-10.1% -$2.02万 减仓
EOG EOG RESOURCES INC $18.17万0.06%1,257 -1,338-51.6% -$19.34万 减仓
SDY SPDR SER TR ST STR SPDR S&P DIVIDEND ETF $18.24万0.06%1,250 -143-10.3% -$2.09万 减仓
TJX TJX COS INC NEW COM $18.51万0.06%1,159 16917.1% $2.70万 加仓
CASY CASEY'S GENERAL STORES INC $18.56万0.06%255 -111-30.3% -$8.08万 减仓
CBRE CBRE GROUP INC $18.92万0.06%1,397 -556-28.5% -$7.53万 减仓
STRL STERLING INFRASTRUCTURE INC COM $19.14万0.06%470 102.2% $4,073 加仓
GEV GE VERNOVA LLC COM $19.20万0.06%220 52.3% $4,364 加仓
STLD STEEL DYNAMICS INC $19.40万0.06%1,078 -25-2.3% -$4,500 减仓
HUBB HUBBELL INCORPORATED $19.48万0.06%397 102.6% $4,907 加仓
PWR QUANTA SERVICES INC COM $19.60万0.07%357 00.0% — 不变
EMB ISHARES TR JPMORGAN USD EMG $19.82万0.07%2,110 00.0% — 重新持有
GIS GENERAL MILLS INC $20.47万0.07%5,500 00.0% — 不变
LKQ LKQ CORP $20.59万0.07%7,012 6,127692.3% $17.99万 加仓
VO VANGUARD MID-CAP ETF $20.65万0.07%719 527.8% $1.49万 加仓
APD AIR PRODUCTS & CHEMICALS INC $21.26万0.07%732 537.8% $1.54万 加仓
URI UNITED RENTALS INC $21.35万0.07%293 3011.4% $2.19万 加仓
WTW WILLIS TOWERS WATSON PLC LTD SHS $21.45万0.07%738 738— $21.45万 新建仓
SCHD SCHWAB US DVD EQUITY ETF $21.91万0.07%7,141 1,47826.1% $4.53万 加仓
IUSB ISHARES CORE UNIVERSAL USD BOND ETF $22.48万0.07%4,866 00.0% — 重新持有
ENS ENERSYS $22.84万0.08%1,315 1,315— $22.84万 新建仓
MAR MARRIOT INTERNATIONAL CL A $22.93万0.08%701 355.3% $1.14万 加仓
UL UNILEVER PLC SPON ADR $23.00万0.08%4,037 -383-8.7% -$2.18万 减仓
CB CHUBB LIMITED $23.30万0.08%715 -57-7.4% -$1.86万 减仓
USMV ISHARES TR MSCI USA MIN VOL FACTOR ETF $23.88万0.08%2,575 00.0% — 不变
VCSH VANGUARD SHORT TERM CORPORATE ETF $24.13万0.08%3,044 250.8% $1,982 重新持有
SGOV ISHARES TR 0-3 MONTH TREASURY BOND ETF $24.65万0.08%2,449 43921.8% $4.42万 重新持有
VB VANGUARD INDEX FDS SMALL CP ETF $25.09万0.08%958 343.7% $8,905 加仓
PAAA PGIM ETF TR AAA CLO ETF $25.21万0.08%4,926 4,926— $25.21万 新建仓
OTEX OPEN TEXT CORP COM $25.22万0.08%11,340 11,340— $25.22万 新建仓
VRT VERTIV HOLDINGS CO COM CL A $25.43万0.08%1,015 1,015— $25.43万 新建仓
ORI OLD REPUBLIC INTERNATIONAL CORP $25.52万0.09%6,395 -2,050-24.3% -$8.18万 减仓
LOW LOWES COMPANIES INC $25.57万0.09%1,082 22426.1% $5.29万 加仓
IBTI ISHARES TR IBONDS 28 TRM TS ETF $25.67万0.09%11,520 00.0% — 重新持有
EBAY EBAY INC $25.89万0.09%2,844 -478-14.4% -$4.35万 减仓
DHR DANAHER CORPORATION COM $25.94万0.09%1,368 -324-19.1% -$6.14万 减仓
BN BROOKFIELD CORP CL A LTD VT SH COM $26.46万0.09%6,538 6,538— $26.46万 新建仓
SHW SHERWIN WILLIAMS CO $26.54万0.09%828 658.5% $2.08万 加仓
PEP PEPSICO INC COM $26.83万0.09%1,728 -802-31.7% -$12.45万 减仓
EEFT EURONET WORLDWIDE INC COM $26.89万0.09%4,052 4,052— $26.89万 新建仓
IWM ISHARES RUSSELL 2000 ETF $26.93万0.09%1,086 00.0% — 不变
IQV IQVIA HLDGS INC COM $26.95万0.09%1,580 -5-0.3% -$853 减仓
CL COLGATE-PALMOLIVE CO $27.15万0.09%3,185 1093.5% $9,290 加仓
MSM MSC INDL DIRECT INC CL A $27.33万0.09%2,962 2,962— $27.33万 新建仓
PSA PUBLIC STORAGE COM $27.39万0.09%1,011 -332-24.7% -$8.99万 减仓
BKNG BOOKING HLDGS INC COM $27.79万0.09%66 -88-57.1% -$37.05万 减仓
SBUX STARBUCKS CORP $27.82万0.09%3,105 1926.6% $1.72万 加仓
ESI ELEMENT SOLUTIONS INC COM $27.86万0.09%8,160 8,160— $27.86万 新建仓
WMB WILLIAMS COS INC $27.88万0.09%3,831 -1,728-31.1% -$12.58万 减仓
SHEL SHELL PLC SPON ADS ADR $28.23万0.09%3,035 62525.9% $5.81万 加仓
INTU INTUIT INC $28.58万0.10%661 335.3% $1.43万 加仓
ABNB AIRBNB INC COM CL A $28.70万0.10%2,273 1,164105.0% $14.70万 加仓
NOW SERVICENOW INC $29.01万0.10%2,775 1,27084.4% $13.28万 加仓
JMBS JANUS DETROIT STR TR HENDERSON MTG ETF $29.34万0.10%6,494 -100-1.5% -$4,518 重新持有
NFLX NETFLIX INC $29.37万0.10%3,055 2759.9% $2.64万 加仓
IVZ INVESCO LTD $29.51万0.10%12,147 4443.8% $1.08万 加仓
MO ALTRIA GROUP INC $29.73万0.10%4,505 -1,340-22.9% -$8.84万 减仓
FISV FISERV INC COM $29.85万0.10%5,349 5,1342,387.9% $28.65万 加仓
SO SOUTHERN CO COM $29.93万0.10%3,101 -718-18.8% -$6.93万 减仓
GWW WW GRAINGER INC $30.32万0.10%278 00.0% — 不变
— HONEYWELL INTL INC COM $30.33万0.10%1,342 -491-26.8% -$11.10万 减仓
IBDS ISHARES TR IBONDS 27 ETF $30.49万0.10%12,580 -50-0.4% -$1,212 重新持有
SCHB SCHWAB US BROAD MARKET ETF $30.56万0.10%12,175 1,18310.8% $2.97万 加仓
IBDU ISHARES TR IBONDS DEC 29 ETF $30.59万0.10%13,150 -50-0.4% -$1,163 重新持有
SYF SYNCHRONY FINANCIAL $30.90万0.10%4,543 350.8% $2,381 加仓
PKG PACKAGING CORP OF AMERICA $31.11万0.10%1,466 -821-35.9% -$17.42万 减仓
COP CONOCOPHILLIPS $31.36万0.10%2,376 1818.2% $2.39万 加仓
L LOEWS CORP COM $31.71万0.11%2,971 00.0% — 不变
WCC WESCO INTERNATIONAL INC COM $31.82万0.11%1,163 1,163— $31.82万 新建仓
DIS DISNEY WALT CO COM $32.30万0.11%3,351 -438-11.6% -$4.22万 减仓