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
TGT TARGET CORP $86.39万0.27%6,614 -76-1.1% -$9,926 减仓
ADP AUTOMATIC DATA PROCESSING INC $87.68万0.27%3,915 -992-20.2% -$22.22万 减仓
IVW ISHARES S&P 500 GROWTH ETF $88.53万0.27%6,437 1,35026.5% $18.57万 加仓
OHI OMEGA HEALTHCARE INVESTORS $89.23万0.28%18,715 1750.9% $8,344 加仓
TFC TRUIST FINL CORP COM $91.47万0.28%18,360 660.4% $3,288 加仓
ENB ENBRIDGE INC COM $93.91万0.29%17,323 340.2% $1,843 加仓
CAT CATERPILLAR INC COM $94.14万0.29%884 -282-24.2% -$30.03万 减仓
APH AMPHENOL CORP COM CL A $94.51万0.29%5,360 1,38534.8% $24.42万 加仓
UPS UNITED PARCEL SVCS INC COM CL B $95.21万0.29%8,857 -94-1.1% -$1.01万 减仓
MA MASTERCARD INC CL A $95.94万0.30%1,868 -23-1.2% -$1.18万 减仓
ETN EATON CORP PLC $101.84万0.31%2,390 170.7% $7,244 加仓
TD TORONTO DOMINION BK ONT COM NEW $102.67万0.32%8,455 -20-0.2% -$2,429 减仓
SCHW SCHWAB CHARLES CORP COM $102.93万0.32%11,155 60.1% $554 加仓
AVEM AMERICAN CENTY ETF TR AVANTIS EMGMKT ETF $107.36万0.33%11,127 11,127— $107.36万 新建仓
MDY STATE STRT SPDR S&P MIDCAP 400 ETF TRUST $111.27万0.34%1,582 20514.9% $14.42万 加仓
MS MORGAN STANLEY COM NEW $114.89万0.36%5,496 1202.2% $2.51万 加仓
BP BP PLC SPONSORED ADR $116.53万0.36%31,536 00.0% — 不变
USB U S BANCORP NEW $116.93万0.36%19,359 4712.5% $2.84万 加仓
VGSH VANGUARD SHORT TERM TREAS BOND ETF $120.91万0.37%20,775 2381.2% $1.39万 加仓
DRI DARDEN RESTAURANTS INC COM $121.81万0.38%5,913 50.1% $1,030 加仓
EMR EMERSON ELEC CO COM $124.50万0.38%8,697 -91-1.0% -$1.30万 减仓
BEN FRANKLIN RESOURCES INC COM $125.92万0.39%37,849 3200.9% $1.06万 加仓
C CITIGROUP INC COM NEW $128.01万0.40%9,146 1091.2% $1.53万 加仓
CSX CSX CORP $128.92万0.40%27,124 -2,915-9.7% -$13.85万 减仓
V VISA INC COM CL A $129.07万0.40%3,762 -125-3.2% -$4.29万 减仓
JNJ JOHNSON & JOHNSON COM $129.73万0.40%5,108 1032.1% $2.62万 加仓
BLK BLACKROCK INC COM $134.23万0.42%1,396 -253-15.3% -$24.33万 减仓
VZ VERIZON COMMUNICATIONS INC COM $141.90万0.44%33,515 1,3444.2% $5.69万 加仓
SPSB SPDR SER TR SS SPDR PORT SHT TRM BD ETF $146.33万0.45%48,760 7,66518.7% $23.00万 加仓
MU MICRON TECHNOLOGY INC COM $147.63万0.46%1,279 25424.8% $29.32万 加仓
QQQ INVESCO QQQ TR UNIT SER ETF $149.64万0.46%2,032 28016.0% $20.62万 加仓
GILD GILEAD SCIENCES INC COM $150.50万0.47%11,912 1931.6% $2.44万 加仓
AMAT APPLIED MATERIALS INC $153.64万0.48%2,125 21711.4% $15.69万 加仓
WMT WALMART INC COM $153.92万0.48%13,590 -219-1.6% -$2.48万 减仓
COST COSTCO WHSL CORP NEW COM $155.19万0.48%1,659 90.5% $8,419 加仓
OKE ONEOK INC NEW COM $160.04万0.49%18,408 6903.9% $6.00万 加仓
PNC PNC FINANCIAL SERVICES GROUP INC $160.61万0.50%6,523 500.8% $1.23万 加仓
IGSB ISHARES TR ISHS 1-5YR INVS ETF $161.46万0.50%30,808 -940-3.0% -$4.93万 减仓
BMY BRISTOL-MYERS SQUIBB CO COM $167.06万0.52%28,994 6702.4% $3.86万 加仓
GOOGL ALPHABET INC CL A $168.75万0.52%4,722 -1,065-18.4% -$38.06万 减仓
NEE NEXTERA ENERGY INC COM $173.44万0.54%19,761 1,0155.4% $8.91万 加仓
LLY ELI LILLY & CO COM $178.24万0.55%1,486 40.3% $4,798 加仓
T AT&T INC. $178.27万0.55%86,120 2,2412.7% $4.64万 加仓
META META PLATFORMS INC CL A COM $183.29万0.57%3,254 -62-1.9% -$3.49万 减仓
IBM INTERNATIONAL BUSINESS MACHS COM $188.38万0.58%6,699 911.4% $2.56万 加仓
DUK DUKE ENERGY CORP NEW COM NEW $188.45万0.58%14,888 180.1% $2,278 加仓
AVGO BROADCOM INC COM $196.01万0.61%5,189 -1,244-19.3% -$46.99万 减仓
HD HOME DEPOT INC $205.86万0.64%5,837 380.7% $1.34万 加仓
KO COCA COLA CO COM $205.92万0.64%25,338 -820-3.1% -$6.66万 减仓
MRK MERCK & CO INC $205.99万0.64%16,030 -5-0.0% -$642 减仓
XLK SELECT SECTOR SPDR TR STATE ST TECH ETF $215.23万0.67%11,297 00.0% — 不变
VGIT VANGUARD SCOTTSDALE FDS INTER TERM ETF $218.39万0.68%37,028 -932-2.5% -$5.50万 减仓
VWO VANGUARD INTL EQUITY INDEX FDS FTSE ETF $227.15万0.70%38,055 4701.3% $2.81万 加仓
GOOG ALPHABET INC CAP STK CL C $238.60万0.74%6,753 -257-3.7% -$9.08万 减仓
ABBV ABBVIE INC COM $243.11万0.75%9,661 3253.5% $8.18万 加仓
AMZN AMAZON INC COM $243.46万0.75%10,215 -522-4.9% -$12.44万 减仓
CVX CHEVRON CORP NEW COM $264.80万0.82%15,975 1230.8% $2.04万 加仓
SHY ISHARES 1-3 YEAR TREASURY BOND ETF $267.97万0.83%32,635 4551.4% $3.74万 加仓
PM PHILIP MORRIS INTL INC COM $270.23万0.84%14,937 5223.6% $9.44万 加仓
BIV VANGUARD INTERMEDIATE TERM BD ETF $270.95万0.84%35,326 6,87024.1% $52.69万 加仓
VEA VANGUARD FTSE DEVELOPED MARKETS ETF $273.49万0.85%38,384 1,1683.1% $8.32万 加仓
NVDA NVIDIA CORPORATION COM $277.32万0.86%13,860 -8,345-37.6% -$166.98万 减仓
FLRN SPDR SER TR SS SPDR BBG INVT FLT RTE ETF $278.61万0.86%90,310 3,0503.5% $9.41万 加仓
AGG ISHARES CORE TOTAL US AGGREGATE BOND ETF $325.09万1.01%32,844 8302.6% $8.22万 加仓
IAU ISHARES GOLD TR ISHARES NEW ETF $327.12万1.01%43,322 2,4816.1% $18.73万 加仓
JPM JPMORGAN CHASE & CO $327.82万1.01%10,015 -328-3.2% -$10.74万 减仓
JCPB JP MORGAN ETF CORE PLUS BD ETF $331.25万1.02%70,569 11,23118.9% $52.72万 加仓
CSCO CISCO SYSTEMS INC $359.06万1.11%30,569 1520.5% $1.79万 加仓
IJR ISHARES CORE S&P SMALL CAP ETF $359.24万1.11%24,222 6812.9% $10.10万 加仓
VCIT VANGUARD INT TERM CORPORATE ETF $384.07万1.19%46,469 2,1804.9% $18.02万 加仓
SPY STATE STREET SPDR S&P 500 ETF TRUST UNIT $397.88万1.23%5,328 1,79951.0% $134.34万 加仓
VYM VANGUARD HIGH DIVIDEND YIELD ETF $411.79万1.27%26,058 6,02030.0% $95.13万 加仓
AAPL APPLE INC COM $442.69万1.37%15,299 -375-2.4% -$10.85万 减仓
VXF VANGUARD EXTENDED MARKET ETF $548.70万1.70%22,286 2101.0% $5.17万 加仓
VUG VANGUARD GROWTH ETF $619.85万1.92%71,958 11,25018.5% $96.91万 加仓
MSFT MICROSOFT CORP COM $653.72万2.02%17,525 -59-0.3% -$2.20万 减仓
VXUS VANGUARD TOTAL INTL STOCK ET $673.11万2.08%78,736 19,98034.0% $170.81万 加仓
IJH ISHARES CORE S&P MIDCAP ETF $691.88万2.14%89,727 5,0646.0% $39.05万 加仓
SPHQ INVESCO EXCHANGE TRADED FD TR S&P500 $693.63万2.14%76,985 15,06024.3% $135.69万 加仓
VTI VANGUARD IDX FDS VANG TOTAL STK MKT ETF $788.96万2.44%21,321 2,60013.9% $96.21万 加仓
IVV ISHARES TR CORE S&P500 ETF $832.84万2.58%11,121 5975.7% $44.71万 加仓
EFA ISHARES MSCI EAFE ETF $961.39万2.97%92,548 -345-0.4% -$3.58万 减仓
PBP INVESCO EXCHANGE TRADED FD TR ETF $1,136.36万3.51%496,225 14,4773.0% $33.15万 加仓
IAUM ISHARES GOLD TR SHARES REPRESENT ETF $1,389.80万4.30%347,362 -28,982-7.7% -$115.96万 减仓
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW COM $3,020.05万9.34%60,354 2,9815.2% $149.17万 加仓