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
DUK DUKE ENERGY CORP NEW COM NEW $194.71万0.65%14,870 -238-1.6% -$3.12万 减仓
KO COCA COLA CO COM $198.93万0.66%26,158 -56-0.2% -$4,259 减仓
AVGO BROADCOM INC COM $199.11万0.66%6,433 1151.8% $3.56万 加仓
GOOG ALPHABET INC CAP STK CL C $201.09万0.67%7,010 -1,252-15.2% -$35.91万 减仓
ABBV ABBVIE INC COM $203.05万0.68%9,336 1681.8% $3.65万 加仓
VWO VANGUARD INTL EQUITY INDEX FDS FTSE ETF $203.15万0.68%37,585 120.0% $649 加仓
BIV VANGUARD INTERMEDIATE TERM BD ETF $219.62万0.73%28,456 18,517186.3% $142.91万 重新持有
AMZN AMAZON INC COM $223.62万0.75%10,737 3113.0% $6.48万 加仓
VGIT VANGUARD SCOTTSDALE FDS INTER TERM ETF $226.05万0.75%37,960 22,605147.2% $134.61万 重新持有
SPY STATE STREET SPDR S&P 500 ETF TRUST UNIT $229.50万0.77%3,529 1,823106.9% $118.56万 加仓
CSCO CISCO SYSTEMS INC $236.01万0.79%30,417 -2,088-6.4% -$16.20万 减仓
PM PHILIP MORRIS INTL INC COM $238.34万0.79%14,415 2621.9% $4.33万 加仓
VEA VANGUARD FTSE DEVELOPED MARKETS ETF $238.48万0.80%37,216 1,1003.0% $7.05万 加仓
T AT&T INC. $243.17万0.81%83,879 5680.7% $1.65万 加仓
UCB UNITED CMNTY BKS BLAIRSVLE GA COM $264.90万0.88%84,123 84,123— $264.90万 新建仓
SHY ISHARES 1-3 YEAR TREASURY BOND ETF $265.71万0.89%32,180 18,270131.3% $150.86万 重新持有
FLRN SPDR SER TR SS SPDR BBG INVT FLT RTE ETF $268.59万0.90%87,260 -13,279-13.2% -$40.87万 重新持有
JCPB J P MORGAN EXCHANGE TRADED FD CORE ETF $279.36万0.93%59,338 22,15359.6% $104.30万 重新持有
IJR ISHARES CORE S&P SMALL CAP ETF $292.64万0.98%23,541 -2,348-9.1% -$29.19万 减仓
VYM VANGUARD HIGH DIVIDEND YIELD ETF $296.76万0.99%20,038 5,77540.5% $85.53万 加仓
JPM JPMORGAN CHASE & CO $304.25万1.01%10,343 6076.2% $17.86万 加仓
AGG ISHARES CORE TOTAL US AGGREGATE BOND ETF $317.80万1.06%32,014 3,23611.2% $32.12万 重新持有
CVX CHEVRON CORP NEW COM $327.98万1.09%15,852 2391.5% $4.94万 加仓
IAU ISHARES GOLD TR ISHARES NEW ETF $360.05万1.20%40,841 -9,845-19.4% -$86.79万 减仓
VCIT VANGUARD INT TERM CORPORATE ETF $366.49万1.22%44,289 3,1897.8% $26.39万 重新持有
NVDA NVIDIA CORPORATION COM $387.26万1.29%22,205 2351.1% $4.10万 加仓
AAPL APPLE INC COM $397.79万1.33%15,674 -40-0.3% -$1.02万 减仓
VUG VANGUARD GROWTH ETF $441.94万1.47%10,118 2,99041.9% $130.60万 加仓
VXUS VANGUARD TOTAL INTL STOCK ET $453.07万1.51%58,756 19,88051.1% $153.29万 加仓
VXF VANGUARD EXTENDED MARKET ETF $454.32万1.51%22,076 7443.5% $15.31万 加仓
SPHQ INVESCO EXCHANGE TRADED FD TR S&P500 $465.61万1.55%61,925 17,24038.6% $129.63万 加仓
IJH ISHARES CORE S&P MIDCAP ETF $571.73万1.91%84,663 6,2848.0% $42.44万 加仓
VTI VANGUARD TOTAL STOCK MARKET ETF $600.59万2.00%18,721 5,38540.4% $172.76万 加仓
MSFT MICROSOFT CORP COM $650.91万2.17%17,584 -841-4.6% -$31.13万 减仓
IVV ISHARES TR CORE S&P500 ETF $687.44万2.29%10,524 -1,503-12.5% -$98.18万 减仓
EFA ISHARES MSCI EAFE ETF $902.27万3.01%92,893 -3,724-3.9% -$36.17万 减仓
PBP INVESCO EXCHANGE TRADED FD TR ETF $1,059.36万3.53%481,748 1,4820.3% $3.26万 加仓
IAUM ISHARES GOLD TR SHARES REPRESENT ETF $1,757.52万5.86%376,344 -13,323-3.4% -$62.22万 减仓
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW COM $2,749.31万9.17%57,373 -143-0.2% -$6.85万 减仓