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
GPC GENUINE PARTS CO $32.35万0.11%3,059 -548-15.2% -$5.80万 减仓
PAYX PAYCHEX INC COM $32.47万0.11%3,525 34811.0% $3.21万 加仓
UNH UNITEDHEALTH GROUP INC COM $32.82万0.11%1,213 19519.2% $5.28万 加仓
RTX RTX CORPORATION COM $33.02万0.11%1,712 00.0% — 不变
IEFA iSHARES CORE MSCI EAFE ETF $33.50万0.11%3,700 -2,034-35.5% -$18.41万 减仓
QCOM QUALCOMM INC COM $34.40万0.11%2,671 -28-1.0% -$3,606 减仓
MU MICRON TECHNOLOGY INC COM $34.63万0.12%1,025 151.5% $5,068 加仓
FNV FRANCO NEVADA CORP COM $34.96万0.12%1,415 00.0% — 不变
IVE ISHARES S&P 500 VALUE ETF $35.30万0.12%1,672 -45-2.6% -$9,502 减仓
TSM TAIWAN SEMICONDUCTOR SPONS ADR $36.06万0.12%1,067 -138-11.5% -$4.66万 减仓
ACN ACCENTURE PLC IRELAND SHS CLASS A COM $36.49万0.12%1,840 603.4% $1.19万 加仓
MDLZ MONDELEZ INTL INC CL A COM $36.80万0.12%6,384 58010.0% $3.34万 加仓
CRM SALESFORCE INC COM $37.48万0.12%2,008 -895-30.8% -$16.71万 减仓
FLEX FLEX LTD $37.77万0.13%5,770 4358.2% $2.85万 加仓
LDUR PIMCO ETF TR ENHNCD LW DUR AC ETF $38.25万0.13%3,992 3,992— $38.25万 新建仓
PG PROCTER & GAMBLE CO $38.70万0.13%2,679 -1,424-34.7% -$20.57万 减仓
MCK MCKESSON CORP $40.15万0.13%464 -10-2.1% -$8,654 减仓
TSLA TESLA INC COM $40.48万0.13%1,089 50.5% $1,859 加仓
DLR DIGITAL REALTY TRUST INC $41.47万0.14%2,301 1607.5% $2.88万 加仓
RPRX ROYALTY PHARMA PLC SHS CL A COM $43.46万0.14%9,060 9,060— $43.46万 新建仓
FDX FEDEX CORP $43.60万0.15%1,224 1,1943,980.0% $42.53万 加仓
TNL TRAVEL PLUS LEISURE CO COM $43.65万0.15%6,308 3405.7% $2.35万 加仓
ZBRA ZEBRA TECH CORP CL A $44.60万0.15%2,133 1,857672.8% $38.83万 加仓
NRG NRG ENERGY INC $45.60万0.15%3,120 71929.9% $10.51万 加仓
VONG VANGUARD RUSSELL 1000 GROWTH ETF $46.91万0.16%4,277 00.0% — 不变
SYK STRYKER CORPORATION COM $47.02万0.16%1,431 30427.0% $9.99万 加仓
AEP AMERICAN ELECTRIC POWER CO INC COM $47.54万0.16%3,627 -856-19.1% -$11.22万 减仓
IP INTERNATIONAL PAPER CO COM $48.22万0.16%13,508 1,58013.2% $5.64万 加仓
PGR PROGRESSIVE CORP COM $48.25万0.16%2,434 -7-0.3% -$1,388 减仓
DAL DELTA AIR LINES INC $48.51万0.16%7,297 350.5% $2,327 加仓
TRV THE TRAVELERS COMPANIES INC $49.56万0.17%1,699 -329-16.2% -$9.60万 减仓
APH AMPHENOL CORP CL A COM $50.22万0.17%3,975 2,370147.7% $29.94万 加仓
IJK iSHARES S&P MIDCAP GROWTH INDEX $50.77万0.17%5,046 -2,356-31.8% -$23.71万 减仓
TMO THERMO FISHER SCIENTIFIC INC COM $51.41万0.17%1,046 9791,461.2% $48.12万 加仓
IWR ISHARES RUSSELL MIDCAP ETF $51.56万0.17%5,303 00.0% — 不变
PHM PULTE HOMES INC $52.00万0.17%4,421 1102.6% $1.29万 加仓
AMGN AMGEN INC $52.88万0.18%1,503 -347-18.8% -$12.21万 减仓
VGT VANGUARD INFORMATION TECHNOLOGY INDEX $53.38万0.18%765 8011.7% $5.58万 加仓
SPGI S&P GLOBAL INC COM $53.51万0.18%1,258 37542.5% $15.95万 加仓
ORCL ORACLE CORP COM $53.59万0.18%3,643 1002.8% $1.47万 加仓
IVW ISHARES S&P 500 GROWTH ETF $57.54万0.19%5,087 -95-1.8% -$1.07万 减仓
RIO RIO TINTO PLC SPONSORED ADR $58.66万0.20%6,288 2303.8% $2.15万 加仓
AMAT APPLIED MATERIALS INC $65.21万0.22%1,908 -211-10.0% -$7.21万 减仓
DVY ISHARES SELECT DIVIDEND ETF $65.26万0.22%4,310 -1,410-24.7% -$21.35万 减仓
IGV ISHARES NORTH AMERICAN TECH-SOFTWARE ETF $66.16万0.22%8,265 -1,857-18.3% -$14.87万 减仓
KMB KIMBERLY-CLARK CORP COM $66.40万0.22%6,883 -241-3.4% -$2.32万 减仓
BAC BANK OF AMERICA CORP $67.25万0.22%13,794 1,32310.6% $6.45万 加仓
MDT MEDTRONIC PLC $67.79万0.23%7,823 -1,401-15.2% -$12.14万 减仓
AXP AMERICAN EXPRESS CO $68.42万0.23%2,262 -608-21.2% -$18.39万 减仓
DGRW WISDOMTREE TR US QTLY DIV GRT ETF $68.95万0.23%7,849 -50-0.6% -$4,392 减仓
PFE PFIZER INC COM $73.10万0.24%26,033 2,83112.2% $7.95万 加仓
VNQ VANGUARD INDEX FDS REAL ESTATE ETF $75.10万0.25%8,467 -3,461-29.0% -$30.70万 减仓
TD TORONTO DOMINION BK ONT COM NEW $79.08万0.26%8,475 3654.5% $3.41万 加仓
TGT TARGET CORP $81.08万0.27%6,690 1,23822.7% $15.00万 加仓
OHI OMEGA HEALTHCARE INVESTORS $81.24万0.27%18,540 1,1806.8% $5.17万 加仓
CAT CATERPILLAR INC COM $82.61万0.28%1,166 50.4% $3,542 加仓
VLO VALERO ENERGY CORP NEW $83.17万0.28%3,366 1354.2% $3.34万 加仓
TFC TRUIST FINL CORP COM $84.10万0.28%18,294 1,1156.5% $5.13万 加仓
ETN EATON CORP PLC $84.88万0.28%2,373 1265.6% $4.51万 加仓
MDY STATE STRT SPDR S&P MIDCAP 400 ETF TRUST $84.93万0.28%1,377 403.0% $2.47万 加仓
UPS UNITED PARCEL SVCS INC COM CL B $88.06万0.29%8,951 1,26316.4% $12.43万 加仓
MS MORGAN STANLEY COM NEW $88.47万0.29%5,376 2454.8% $4.03万 加仓
BEN FRANKLIN RESOURCES INC COM $88.64万0.30%37,529 3,50510.3% $8.28万 加仓
CMCSA COMCAST CORP CL A (NEW) $91.65万0.31%31,921 3,54512.5% $10.18万 加仓
ENB ENBRIDGE INC COM $93.60万0.31%17,289 -4,788-21.7% -$25.92万 减仓
MA MASTERCARD INC CL A $94.49万0.32%1,891 1408.0% $7.00万 加仓
LMT LOCKHEED MARTIN CORP COM $94.59万0.32%1,565 21616.0% $13.05万 加仓
USB U S BANCORP NEW $98.24万0.33%18,888 -1,242-6.2% -$6.46万 减仓
ADP AUTOMATIC DATA PROCESSING INC $99.70万0.33%4,907 -229-4.5% -$4.65万 减仓
QQQ INVESCO QQQ TR UNIT SER ETF $101.12万0.34%1,752 -62-3.4% -$3.58万 减仓
C CITIGROUP INC COM NEW $102.49万0.34%9,037 3954.6% $4.48万 加仓
SCHW SCHWAB CHARLES CORP COM $104.78万0.35%11,149 1241.1% $1.17万 加仓
AZO AUTOZONE INC $105.39万0.35%312 3087,700.0% $104.04万 加仓
EMR EMERSON ELEC CO COM $115.14万0.38%8,788 1061.2% $1.39万 加仓
DRI DARDEN RESTAURANTS INC COM $115.82万0.39%5,908 -478-7.5% -$9.37万 减仓
V VISA INC COM CL A $117.48万0.39%3,887 3209.0% $9.67万 加仓
VGSH VANGUARD SHORT TERM TREAS BOND ETF $120.22万0.40%20,537 6703.4% $3.92万 重新持有
JNJ JOHNSON & JOHNSON COM $122.34万0.41%5,005 -3,410-40.5% -$83.35万 减仓
CSX CSX CORP $123.31万0.41%30,039 -411-1.3% -$1.69万 减仓
SPSB SPDR SER TR SS SPDR PORT SHT TRM BD ETF $123.57万0.41%41,095 21,045105.0% $63.28万 重新持有
GBIL GOLDMAN SACHS ETF TR ACCES TREASURY ETF $124.64万0.42%12,440 8,775239.4% $87.92万 重新持有
PNC PNC FINANCIAL SERVICES GROUP INC $134.70万0.45%6,473 -285-4.2% -$5.93万 减仓
LLY ELI LILLY & CO COM $136.31万0.45%1,482 825.9% $7.54万 加仓
BP BP PLC SPONSORED ADR $148.22万0.49%31,536 2,0807.1% $9.78万 加仓
— EXXON MOBIL CORP $149.06万0.50%8,786 -2,008-18.6% -$34.07万 减仓
XLK SELECT SECTOR SPDR TR STATE ST TECH ETF $150.14万0.50%11,297 -327-2.8% -$4.35万 减仓
BLK BLACKROCK INC COM $158.59万0.53%1,649 -29-1.7% -$2.79万 减仓
OKE ONEOK INC NEW COM $160.15万0.53%17,718 7224.2% $6.53万 加仓
IBM INTERNATIONAL BUSINESS MACHS COM $160.17万0.53%6,608 -46-0.7% -$1.11万 减仓
VZ VERIZON COMMUNICATIONS INC COM $161.50万0.54%32,171 2,8659.8% $14.38万 加仓
GILD GILEAD SCIENCES INC COM $163.33万0.54%11,719 3903.4% $5.44万 加仓
COST COSTCO WHSL CORP NEW COM $164.41万0.55%1,650 -94-5.4% -$9.37万 减仓
GOOGL ALPHABET INC CL A $166.41万0.55%5,787 -397-6.4% -$11.42万 减仓
IGSB ISHARES TR ISHS 1-5YR INVS ETF $166.87万0.56%31,748 -787-2.4% -$4.14万 重新持有
WMT WALMART INC COM $171.62万0.57%13,809 -741-5.1% -$9.21万 减仓
BMY BRISTOL-MYERS SQUIBB CO COM $171.79万0.57%28,324 4051.5% $2.46万 加仓
NEE NEXTERA ENERGY INC COM $174.11万0.58%18,746 -1,163-5.8% -$10.80万 减仓
META META PLATFORMS INC CL A COM $189.72万0.63%3,316 -27-0.8% -$1.54万 减仓
HD HOME DEPOT INC $190.72万0.64%5,799 -1,413-19.6% -$46.47万 减仓
MRK MERCK & CO INC $192.88万0.64%16,035 2,77020.9% $33.32万 加仓