United Community Bank
GREENVILLE SC · SEC CIK 0002000314
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| 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 |
| IAUM | ISHARES GOLD TR SHARES REPRESENT ETF | $1,757.52万 | 5.86% | 376,344 | -13,323 | -3.4% | -$62.22万 | 减仓 |
| PBP | INVESCO EXCHANGE TRADED FD TR ETF | $1,059.36万 | 3.53% | 481,748 | 1,482 | 0.3% | $3.26万 | 加仓 |
| EFA | ISHARES MSCI EAFE ETF | $902.27万 | 3.01% | 92,893 | -3,724 | -3.9% | -$36.17万 | 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 |
| MSFT | MICROSOFT CORP COM | $650.91万 | 2.17% | 17,584 | -841 | -4.6% | -$31.13万 | 减仓 |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $600.59万 | 2.00% | 18,721 | 5,385 | 40.4% | $172.76万 | 加仓 |
| IJH | ISHARES CORE S&P MIDCAP ETF | $571.73万 | 1.91% | 84,663 | 6,284 | 8.0% | $42.44万 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD TR S&P500 | $465.61万 | 1.55% | 61,925 | 17,240 | 38.6% | $129.63万 | 加仓 |
| VXF | VANGUARD EXTENDED MARKET ETF | $454.32万 | 1.51% | 22,076 | 744 | 3.5% | $15.31万 | 加仓 |
| VXUS | VANGUARD TOTAL INTL STOCK ET | $453.07万 | 1.51% | 58,756 | 19,880 | 51.1% | $153.29万 | 加仓 |
| VUG | VANGUARD GROWTH ETF | $441.94万 | 1.47% | 10,118 | 2,990 | 41.9% | $130.60万 | 加仓 |
| AAPL | APPLE INC COM | $397.79万 | 1.33% | 15,674 | -40 | -0.3% | -$1.02万 | 减仓 |
| NVDA | NVIDIA CORPORATION COM | $387.26万 | 1.29% | 22,205 | 235 | 1.1% | $4.10万 | 加仓 |
| VCIT | VANGUARD INT TERM CORPORATE ETF | $366.49万 | 1.22% | 44,289 | 3,189 | 7.8% | $26.39万 | 重新持有 |
| IAU | ISHARES GOLD TR ISHARES NEW ETF | $360.05万 | 1.20% | 40,841 | -9,845 | -19.4% | -$86.79万 | 减仓 |
| CVX | CHEVRON CORP NEW COM | $327.98万 | 1.09% | 15,852 | 239 | 1.5% | $4.94万 | 加仓 |
| AGG | ISHARES CORE TOTAL US AGGREGATE BOND ETF | $317.80万 | 1.06% | 32,014 | 3,236 | 11.2% | $32.12万 | 重新持有 |
| JPM | JPMORGAN CHASE & CO | $304.25万 | 1.01% | 10,343 | 607 | 6.2% | $17.86万 | 加仓 |
| VYM | VANGUARD HIGH DIVIDEND YIELD ETF | $296.76万 | 0.99% | 20,038 | 5,775 | 40.5% | $85.53万 | 加仓 |
| IJR | ISHARES CORE S&P SMALL CAP ETF | $292.64万 | 0.98% | 23,541 | -2,348 | -9.1% | -$29.19万 | 减仓 |
| JCPB | J P MORGAN EXCHANGE TRADED FD CORE ETF | $279.36万 | 0.93% | 59,338 | 22,153 | 59.6% | $104.30万 | 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 |
| SHY | ISHARES 1-3 YEAR TREASURY BOND ETF | $265.71万 | 0.89% | 32,180 | 18,270 | 131.3% | $150.86万 | 重新持有 |
| UCB | UNITED CMNTY BKS BLAIRSVLE GA COM | $264.90万 | 0.88% | 84,123 | 84,123 | — | $264.90万 | 新建仓 |
| T | AT&T INC. | $243.17万 | 0.81% | 83,879 | 568 | 0.7% | $1.65万 | 加仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $238.48万 | 0.80% | 37,216 | 1,100 | 3.0% | $7.05万 | 加仓 |
| PM | PHILIP MORRIS INTL INC COM | $238.34万 | 0.79% | 14,415 | 262 | 1.9% | $4.33万 | 加仓 |
| CSCO | CISCO SYSTEMS INC | $236.01万 | 0.79% | 30,417 | -2,088 | -6.4% | -$16.20万 | 减仓 |
| SPY | STATE STREET SPDR S&P 500 ETF TRUST UNIT | $229.50万 | 0.77% | 3,529 | 1,823 | 106.9% | $118.56万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS INTER TERM ETF | $226.05万 | 0.75% | 37,960 | 22,605 | 147.2% | $134.61万 | 重新持有 |
| AMZN | AMAZON INC COM | $223.62万 | 0.75% | 10,737 | 311 | 3.0% | $6.48万 | 加仓 |
| BIV | VANGUARD INTERMEDIATE TERM BD ETF | $219.62万 | 0.73% | 28,456 | 18,517 | 186.3% | $142.91万 | 重新持有 |
| VWO | VANGUARD INTL EQUITY INDEX FDS FTSE ETF | $203.15万 | 0.68% | 37,585 | 12 | 0.0% | $649 | 加仓 |
| ABBV | ABBVIE INC COM | $203.05万 | 0.68% | 9,336 | 168 | 1.8% | $3.65万 | 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 |
| AVGO | BROADCOM INC COM | $199.11万 | 0.66% | 6,433 | 115 | 1.8% | $3.56万 | 加仓 |
| KO | COCA COLA CO COM | $198.93万 | 0.66% | 26,158 | -56 | -0.2% | -$4,259 | 减仓 |
| DUK | DUKE ENERGY CORP NEW COM NEW | $194.71万 | 0.65% | 14,870 | -238 | -1.6% | -$3.12万 | 减仓 |
| MRK | MERCK & CO INC | $192.88万 | 0.64% | 16,035 | 2,770 | 20.9% | $33.32万 | 加仓 |
| HD | HOME DEPOT INC | $190.72万 | 0.64% | 5,799 | -1,413 | -19.6% | -$46.47万 | 减仓 |
| META | META PLATFORMS INC CL A COM | $189.72万 | 0.63% | 3,316 | -27 | -0.8% | -$1.54万 | 减仓 |
| NEE | NEXTERA ENERGY INC COM | $174.11万 | 0.58% | 18,746 | -1,163 | -5.8% | -$10.80万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO COM | $171.79万 | 0.57% | 28,324 | 405 | 1.5% | $2.46万 | 加仓 |
| WMT | WALMART INC COM | $171.62万 | 0.57% | 13,809 | -741 | -5.1% | -$9.21万 | 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 |
| GOOGL | ALPHABET INC CL A | $166.41万 | 0.55% | 5,787 | -397 | -6.4% | -$11.42万 | 减仓 |
| COST | COSTCO WHSL CORP NEW COM | $164.41万 | 0.55% | 1,650 | -94 | -5.4% | -$9.37万 | 减仓 |
| GILD | GILEAD SCIENCES INC COM | $163.33万 | 0.54% | 11,719 | 390 | 3.4% | $5.44万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC COM | $161.50万 | 0.54% | 32,171 | 2,865 | 9.8% | $14.38万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS COM | $160.17万 | 0.53% | 6,608 | -46 | -0.7% | -$1.11万 | 减仓 |
| OKE | ONEOK INC NEW COM | $160.15万 | 0.53% | 17,718 | 722 | 4.2% | $6.53万 | 加仓 |
| BLK | BLACKROCK INC COM | $158.59万 | 0.53% | 1,649 | -29 | -1.7% | -$2.79万 | 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 |
| — | EXXON MOBIL CORP | $149.06万 | 0.50% | 8,786 | -2,008 | -18.6% | -$34.07万 | 减仓 |
| BP | BP PLC SPONSORED ADR | $148.22万 | 0.49% | 31,536 | 2,080 | 7.1% | $9.78万 | 加仓 |
| LLY | ELI LILLY & CO COM | $136.31万 | 0.45% | 1,482 | 82 | 5.9% | $7.54万 | 加仓 |
| PNC | PNC FINANCIAL SERVICES GROUP INC | $134.70万 | 0.45% | 6,473 | -285 | -4.2% | -$5.93万 | 减仓 |
| GBIL | GOLDMAN SACHS ETF TR ACCES TREASURY ETF | $124.64万 | 0.42% | 12,440 | 8,775 | 239.4% | $87.92万 | 重新持有 |
| SPSB | SPDR SER TR SS SPDR PORT SHT TRM BD ETF | $123.57万 | 0.41% | 41,095 | 21,045 | 105.0% | $63.28万 | 重新持有 |
| CSX | CSX CORP | $123.31万 | 0.41% | 30,039 | -411 | -1.3% | -$1.69万 | 减仓 |
| JNJ | JOHNSON & JOHNSON COM | $122.34万 | 0.41% | 5,005 | -3,410 | -40.5% | -$83.35万 | 减仓 |
| VGSH | VANGUARD SHORT TERM TREAS BOND ETF | $120.22万 | 0.40% | 20,537 | 670 | 3.4% | $3.92万 | 重新持有 |
| V | VISA INC COM CL A | $117.48万 | 0.39% | 3,887 | 320 | 9.0% | $9.67万 | 加仓 |
| DRI | DARDEN RESTAURANTS INC COM | $115.82万 | 0.39% | 5,908 | -478 | -7.5% | -$9.37万 | 减仓 |
| EMR | EMERSON ELEC CO COM | $115.14万 | 0.38% | 8,788 | 106 | 1.2% | $1.39万 | 加仓 |
| AZO | AUTOZONE INC | $105.39万 | 0.35% | 312 | 308 | 7,700.0% | $104.04万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP COM | $104.78万 | 0.35% | 11,149 | 124 | 1.1% | $1.17万 | 加仓 |
| C | CITIGROUP INC COM NEW | $102.49万 | 0.34% | 9,037 | 395 | 4.6% | $4.48万 | 加仓 |
| QQQ | INVESCO QQQ TR UNIT SER ETF | $101.12万 | 0.34% | 1,752 | -62 | -3.4% | -$3.58万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING INC | $99.70万 | 0.33% | 4,907 | -229 | -4.5% | -$4.65万 | 减仓 |
| USB | U S BANCORP NEW | $98.24万 | 0.33% | 18,888 | -1,242 | -6.2% | -$6.46万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP COM | $94.59万 | 0.32% | 1,565 | 216 | 16.0% | $13.05万 | 加仓 |
| MA | MASTERCARD INC CL A | $94.49万 | 0.32% | 1,891 | 140 | 8.0% | $7.00万 | 加仓 |
| ENB | ENBRIDGE INC COM | $93.60万 | 0.31% | 17,289 | -4,788 | -21.7% | -$25.92万 | 减仓 |
| CMCSA | COMCAST CORP CL A (NEW) | $91.65万 | 0.31% | 31,921 | 3,545 | 12.5% | $10.18万 | 加仓 |
| BEN | FRANKLIN RESOURCES INC COM | $88.64万 | 0.30% | 37,529 | 3,505 | 10.3% | $8.28万 | 加仓 |
| MS | MORGAN STANLEY COM NEW | $88.47万 | 0.29% | 5,376 | 245 | 4.8% | $4.03万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC COM CL B | $88.06万 | 0.29% | 8,951 | 1,263 | 16.4% | $12.43万 | 加仓 |
| MDY | STATE STRT SPDR S&P MIDCAP 400 ETF TRUST | $84.93万 | 0.28% | 1,377 | 40 | 3.0% | $2.47万 | 加仓 |
| ETN | EATON CORP PLC | $84.88万 | 0.28% | 2,373 | 126 | 5.6% | $4.51万 | 加仓 |
| TFC | TRUIST FINL CORP COM | $84.10万 | 0.28% | 18,294 | 1,115 | 6.5% | $5.13万 | 加仓 |
| VLO | VALERO ENERGY CORP NEW | $83.17万 | 0.28% | 3,366 | 135 | 4.2% | $3.34万 | 加仓 |
| CAT | CATERPILLAR INC COM | $82.61万 | 0.28% | 1,166 | 5 | 0.4% | $3,542 | 加仓 |
| OHI | OMEGA HEALTHCARE INVESTORS | $81.24万 | 0.27% | 18,540 | 1,180 | 6.8% | $5.17万 | 加仓 |
| TGT | TARGET CORP | $81.08万 | 0.27% | 6,690 | 1,238 | 22.7% | $15.00万 | 加仓 |
| TD | TORONTO DOMINION BK ONT COM NEW | $79.08万 | 0.26% | 8,475 | 365 | 4.5% | $3.41万 | 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 |
| PFE | PFIZER INC COM | $73.10万 | 0.24% | 26,033 | 2,831 | 12.2% | $7.95万 | 加仓 |
| DGRW | WISDOMTREE TR US QTLY DIV GRT ETF | $68.95万 | 0.23% | 7,849 | -50 | -0.6% | -$4,392 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $68.42万 | 0.23% | 2,262 | -608 | -21.2% | -$18.39万 | 减仓 |
| MDT | MEDTRONIC PLC | $67.79万 | 0.23% | 7,823 | -1,401 | -15.2% | -$12.14万 | 减仓 |
| BAC | BANK OF AMERICA CORP | $67.25万 | 0.22% | 13,794 | 1,323 | 10.6% | $6.45万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP COM | $66.40万 | 0.22% | 6,883 | -241 | -3.4% | -$2.32万 | 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 |
| DVY | ISHARES SELECT DIVIDEND ETF | $65.26万 | 0.22% | 4,310 | -1,410 | -24.7% | -$21.35万 | 减仓 |
| AMAT | APPLIED MATERIALS INC | $65.21万 | 0.22% | 1,908 | -211 | -10.0% | -$7.21万 | 减仓 |
| RIO | RIO TINTO PLC SPONSORED ADR | $58.66万 | 0.20% | 6,288 | 230 | 3.8% | $2.15万 | 加仓 |
| IVW | ISHARES S&P 500 GROWTH ETF | $57.54万 | 0.19% | 5,087 | -95 | -1.8% | -$1.07万 | 减仓 |
| ORCL | ORACLE CORP COM | $53.59万 | 0.18% | 3,643 | 100 | 2.8% | $1.47万 | 加仓 |