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
CRH CRH PLC ORD COM $2.51万0.01%239 00.0% — 不变
VTRS VIATRIS INC COM $2.50万0.01%1,854 00.0% — 不变
JCI JOHNSON CONTROLS INTERNATIONAL PLC $2.48万0.01%189 00.0% — 不变
SPYI NEOS TRUST NEOS S&P 500 HI ETF $2.47万0.01%500 00.0% — 不变
SWK STANLEY BLACK & DECKER INC $2.43万0.01%342 14573.6% $1.03万 重新持有
AMLP ALPS ETF TR ALERIAN MLP ETF $2.42万0.01%460 460— $2.42万 新建仓
ZETA ZETA GLOBAL HOLDINGS CORP CL A COM $2.39万0.01%1,500 00.0% — 不变
DES WISDOMTREE TR US SMALLCAP DIVD $2.38万0.01%662 00.0% — 不变
AOM ISHARES TR CORE 40/60 MODER ETF $2.37万0.01%500 00.0% — 重新持有
— DIMENSIONAL ETF TRUST US TARGETED ETF $2.35万0.01%377 00.0% — 不变
FTNT FORTINET INC $2.35万0.01%288 13082.3% $1.06万 加仓
OTIS OTIS WORLDWIDE CORP COM $2.35万0.01%305 00.0% — 不变
KDP KEURIG DR PEPPER INC COM $2.30万0.01%875 -90-9.3% -$2,370 减仓
NSC NORFOLK SOUTHERN CORP $2.30万0.01%80 00.0% — 不变
VGLT VANGUARD SCOTTSDALE FDS LONG TERM ETF $2.26万0.01%408 00.0% — 重新持有
HCA HCA HEALTHCARE INC $2.22万0.01%47 00.0% — 不变
BF/B BROWN-FORMAN CORP CL B $2.22万0.01%841 841— $2.22万 新建仓
CEG CONSTELLATION ENERGY CORP COM $2.21万0.01%79 -44-35.8% -$1.23万 减仓
DTE DTE ENERGY CO COM $2.18万0.01%149 53.5% $731 加仓
UGI UGI CORP NEW (HOLDING CO) $2.17万0.01%595 -1,480-71.3% -$5.39万 减仓
TT TRANE TECHNOLOGIES PLC SHS COM $2.17万0.01%52 -23-30.7% -$9,585 减仓
ANET ARISTA NETWORKS INC COM SHS $2.06万0.01%168 00.0% — 不变
HBAN HUNTINGTON BANCSHARES INC COM $2.03万0.01%1,297 -835-39.2% -$1.31万 减仓
IXUS ISHARES TR CORE MSCI TOTAL ETF $2.01万0.01%232 00.0% — 不变
FDS FACTSET RESEARCH SYSTEMS INC $2.00万0.01%92 92— $2.00万 新建仓
INCY INCYTE CORP $1.99万0.01%211 -15-6.6% -$1,412 减仓
SCHO SCHWAB SHORT TERM U S TREASURY ETF $1.99万0.01%818 00.0% — 重新持有
— NEOS TRUST NASDAQ 100 HDGD ETF $1.95万0.01%380 00.0% — 不变
— DIMENSIONAL ETF TRUST US SMALL CAP ETF $1.92万0.01%270 00.0% — 不变
KRE SPDR SER TR ST STR SPDR S&P REG BK ETF $1.92万0.01%294 00.0% — 不变
IWP ISHARES RUSSELL MIDCAP GROWTH ETF $1.91万0.01%149 00.0% — 不变
TAP MOLSON COORS BEVERAGE COMPANY CL B $1.87万0.01%435 00.0% — 不变
QQQM INVESCO EXCH TRADED FD TR II NASDAQ ETF $1.85万0.01%78 78— $1.85万 新建仓
INGR INGREDION INC $1.80万0.01%160 00.0% — 不变
VHT VANGUARD HEALTH CARE $1.80万0.01%66 00.0% — 不变
BPRE BLUEROCK PVT REAL ESTATE FD COM $1.80万0.01%1,082 748224.0% $1.24万 加仓
TDG TRANSDIGM GROUP INC $1.74万0.01%15 00.0% — 不变
GIB CGI INC CL A SUB VTG $1.70万0.01%232 232— $1.70万 新建仓
BAX BAXTER INTL INC COM $1.68万0.01%1,000 00.0% — 不变
STLA STELLANTIS N.V SHS COM $1.68万0.01%2,368 00.0% — 不变
IGLD FIRST TR EXCHANGE-TRADED FD FT VEST ETF $1.66万0.01%650 650— $1.66万 新建仓
HLT HILTON INC $1.64万0.01%54 00.0% — 不变
DON WISDOMTREE TR US MIDCAP DIVID ETF $1.63万0.01%311 00.0% — 不变
SSNC SS&C TECHNOLOGIES HOLDINGS INC $1.61万0.01%238 -1,047-81.5% -$7.07万 减仓
HAL HALLIBURTON CO COM $1.59万0.01%409 00.0% — 不变
— NEUROONE MED TECHNOLOGIES CORP COM $1.55万0.01%20,000 00.0% — 不变
LQD ISHARES IBOXX INV GR CORP BD ETF $1.54万0.01%141 00.0% — 重新持有
BND VANGUARD TOTAL BOND MARKET ETF $1.52万0.01%207 00.0% — 重新持有
BIDU BAIDU INC ADR $1.50万0.01%135 00.0% — 不变
XBI SPDR SER TR ST STR SPDR S&P BIOTECH ETF $1.47万0.00%115 00.0% — 不变
VMBS VANGUARD MORTGAGE BACKED SECURITIES ETF $1.42万0.00%303 00.0% — 重新持有
MNST MONSTER BEVERAGE CORPORATION $1.38万0.00%190 00.0% — 不变
PFF ISHARES TR PFD AND INCM SEC $1.33万0.00%438 -256-36.9% -$7,762 重新持有
SAIL SAILPOINT INC COM $1.32万0.00%1,000 00.0% — 不变
SOLS SOLSTICE ADVANCED MATLS INC COM SHS $1.29万0.00%169 -13-7.1% -$990 减仓
MCHP MICROCHIP TECHNOLOGY INC $1.25万0.00%194 00.0% — 不变
TMUS T-MOBILE US INC COM $1.24万0.00%59 -127-68.3% -$2.67万 减仓
EFV ISHARES TR EAFE VALUE ETF $1.15万0.00%155 00.0% — 不变
VMRK EQUITY RESIDENTIAL SH BEN INT $1.13万0.00%191 191— $1.13万 新建仓
XLB SELECT SECTOR SPDR TR STATE ST MATR ETF $1.11万0.00%222 00.0% — 不变
WHR WHIRLPOOL CORP COM $1.08万0.00%200 00.0% — 不变
DYNF BLACKROCK ETF TRUST ISHARES US EQUIT ETF $1.05万0.00%180 00.0% — 不变
AMT AMERICAN TOWER CORP NEW COM $1.02万0.00%59 -68-53.5% -$1.17万 减仓
ROK ROCKWELL AUTOMATION INC COM $9,6900.00%27 00.0% — 不变
CTAS CINTAS CORP $9,6410.00%57 00.0% — 不变
ADM ARCHER DANIELS MIDLAND CO COM $9,3770.00%129 00.0% — 不变
ESGU ISHARES TR ESG AWARE MSCI USA ETF $9,3340.00%66 00.0% — 不变
AIG AMERICAN INTL GROUP INC $9,3310.00%124 00.0% — 不变
BSX BOSTON SCIENTIFIC CORP COM $9,2240.00%147 -127-46.4% -$7,969 减仓
BKR BAKER HUGHES COMPANY CL A $9,1580.00%150 00.0% — 不变
MMM 3M CO COM $9,1490.00%63 00.0% — 不变
COF CAPITAL ONE FINANCIAL CORP COM $8,9390.00%49 00.0% — 不变
— DUPONT DE NEMOURS INC COM $8,8390.00%193 00.0% — 不变
AI C3 AI INC CL A COM $8,4200.00%1,000 00.0% — 不变
MLM MARTIN MARIETTA MATERIALS INC $8,2420.00%14 00.0% — 不变
EQIX EQUINIX INC $7,8420.00%8 -10-55.6% -$9,802 减仓
SPYV SPDR SER TR SS SPDR PORT S&P 500 VAL ETF $7,2420.00%128 -136-51.5% -$7,695 减仓
DELL DELL TECHNOLOGIES INC CL C $7,2220.00%44 00.0% — 不变
AFL AFLAC INC $7,0210.00%64 00.0% — 不变
KR KROGER CO $6,8020.00%94 00.0% — 不变
— WARNER BROS DISCOVERY INC COM SER A $6,5900.00%240 00.0% — 不变
VRTX VERTEX PHARMACEUTICALS INC $6,2520.00%14 -21-60.0% -$9,378 减仓
RSG REPUBLIC SERVICES INC $6,1330.00%28 00.0% — 不变
NVO NOVO NORDISK A/S CL B ADR $5,2190.00%142 -12-7.8% -$441 重新持有
ISRG INTUITIVE SURGICAL INC $5,0710.00%11 -9-45.0% -$4,149 减仓
DECK DECKERS OUTDOOR CORP $4,5040.00%45 -1,585-97.2% -$15.86万 重新持有
NCLH NORWEGIAN CRUISE LINE HOLDINGS LTD $4,0210.00%215 215— $4,021 新建仓
IRM IRON MOUNTAIN INCORPORATED $3,7790.00%37 00.0% — 不变
FITB FIFTH THIRD BANCORP COM $3,7170.00%80 2442.9% $1,115 加仓
GEHC GE HEALTHCARE TECHNOLOGIES INC COM $3,5590.00%50 -1,360-96.5% -$9.68万 减仓
STM STMICROELECTRONICS N V NY REGISTRY ADR $3,4550.00%100 00.0% — 不变
TXT TEXTRON INC $3,4150.00%39 00.0% — 不变
CLSK CLEANSPARK INC COM NEW COM $3,4040.00%400 00.0% — 不变
BA BOEING CO $3,3840.00%17 00.0% — 不变
ETR ENTERGY CORP NEW COM $3,3710.00%30 -242-89.0% -$2.72万 减仓
FANG DIAMONDBACK ENERGY INC $3,3620.00%17 -50-74.6% -$9,888 减仓
MRSH MARSH COM $3,2960.00%19 -71-78.9% -$1.23万 减仓
KHC KRAFT HEINZ CO/THE $2,9910.00%133 -50-27.3% -$1,124 减仓
D DOMINION ENERGY INC COM $2,9670.00%48 -407-89.5% -$2.52万 减仓
SNPS SYNOPSYS INC COM $2,7750.00%7 -21-75.0% -$8,325 减仓