2UniFi Bank
JACKSON WY · SEC CIK 0002040900
$2.07亿2026Q1 申报市值
519持仓数
34.3%前十大占比 · 第一大 6.2%
26 / 29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
VTV 加仓+$58.09万
IWF 加仓+$55.35万
BIV 加仓+$37.85万
BND 加仓+$33.68万
LRCX 加仓+$26.86万
2026Q1 卖出最多 按季末市值估算
IVV 减仓-$203.02万
NVDA 减仓-$44.02万
IAU 减仓-$35.77万
GOOGL 减仓-$27.92万
RSP 减仓-$21.63万
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 |
|---|---|---|---|---|---|---|---|---|
| PGR | Progressive Corp COMMON | $19.49万 | 0.09% | 983 | 0 | 0.0% | — | 不变 |
| EFG | iShares MSCI EAFE Growth ETF | $19.55万 | 0.09% | 1,755 | 0 | 0.0% | — | 不变 |
| IWS | Ishares Russell Mid-cap Value ETF | $19.75万 | 0.10% | 1,355 | 0 | 0.0% | — | 不变 |
| XLF | State Street Financial Select Sector SPDR ETF | $19.75万 | 0.10% | 4,000 | -500 | -11.1% | -$2.47万 | 减仓 |
| CL | Colgate-palmolive CO Colgate Palmolive CORP COMMON | $19.83万 | 0.10% | 2,327 | 30 | 1.3% | $2,557 | 加仓 |
| SHW | Sherwin Williams Co | $20.03万 | 0.10% | 625 | -22 | -3.4% | -$7,052 | 减仓 |
| NOBL | ProShares S&P 500 Dividend Aristocrats ETF | $20.67万 | 0.10% | 1,950 | 0 | 0.0% | — | 不变 |
| CMCSA | Comcast Corp New Cl A | $21.29万 | 0.10% | 7,415 | 1,498 | 25.3% | $4.30万 | 加仓 |
| BA | Boeing Co Com | $21.32万 | 0.10% | 1,071 | 175 | 19.5% | $3.48万 | 加仓 |
| MDLZ | Mondelez Intl Inc | $22.09万 | 0.11% | 3,832 | 0 | 0.0% | — | 不变 |
| PREF | Principal Spectrum Preferred Securities Active Etf Pref Sc Ac | $22.32万 | 0.11% | 11,861 | 0 | 0.0% | — | 不变 |
| XLC | Select Sector Spdr Trust (The) State Street Communication Services Etf | $22.43万 | 0.11% | 2,023 | 0 | 0.0% | — | 不变 |
| MU | Micron Technology, Inc. | $22.53万 | 0.11% | 667 | 14 | 2.1% | $4,730 | 加仓 |
| LOW | Lowes Companies Inc | $22.64万 | 0.11% | 958 | 55 | 6.1% | $1.30万 | 加仓 |
| EEM | MFC iShares Emerging Markets | $22.73万 | 0.11% | 4,003 | 876 | 28.0% | $4.97万 | 加仓 |
| VTIP | Vanguard Malvern Fds Short Term Inflation | $22.81万 | 0.11% | 4,567 | -378 | -7.6% | -$1.89万 | 减仓 |
| COIN | Coinbase Global INC CLASS A CORP COMMON | $23.48万 | 0.11% | 1,345 | 0 | 0.0% | — | 不变 |
| SPGI | S&p Global INC CORP COMMON | $23.61万 | 0.11% | 555 | 20 | 3.7% | $8,507 | 加仓 |
| MELI | MercadoLibre, Inc. | $23.69万 | 0.11% | 137 | 0 | 0.0% | — | 不变 |
| SYY | Sysco Corp COMMON | $23.99万 | 0.12% | 3,363 | 92 | 2.8% | $6,562 | 加仓 |
| IVE | Ishares S&p 500 Value Etf | $24.22万 | 0.12% | 1,147 | 45 | 4.1% | $9,502 | 加仓 |
| KO | Coca-Cola Company | $24.24万 | 0.12% | 3,187 | 65 | 2.1% | $4,943 | 加仓 |
| SPSB | Spdr Series Trust State Street Portfolio Short Term Corporate Bond Etf | $27.13万 | 0.13% | 9,023 | -232 | -2.5% | -$6,976 | 减仓 |
| VGSH | Vanguard Scottsdale Funds Short-Term Treasury Etf | $27.86万 | 0.13% | 4,760 | 197 | 4.3% | $1.15万 | 加仓 |
| BNY | Bank Of New York Mellon Corp Ordinary Shares | $28.01万 | 0.14% | 2,361 | 278 | 13.3% | $3.30万 | 加仓 |
| PM | Philip Morris International Inc | $28.62万 | 0.14% | 1,731 | 0 | 0.0% | — | 不变 |
| PLD | ProLogis, Inc. | $29.73万 | 0.14% | 2,249 | -122 | -5.1% | -$1.61万 | 减仓 |
| TSCO | Tractor Supply CO CORP COMMON | $29.75万 | 0.14% | 6,568 | 560 | 9.3% | $2.54万 | 加仓 |
| JPST | JPMORGAN Ultra-short Income Etf Ultra Short | $30.08万 | 0.15% | 5,944 | 0 | 0.0% | — | 不变 |
| AMD | Advanced Micro Devices, Inc. | $30.64万 | 0.15% | 1,506 | 186 | 14.1% | $3.78万 | 加仓 |
| SBUX | Starbucks Corp Com | $30.78万 | 0.15% | 3,436 | -93 | -2.6% | -$8,332 | 减仓 |
| ADP | Automatic Data Processing Inc Com | $32.04万 | 0.16% | 1,577 | 68 | 4.5% | $1.38万 | 加仓 |
| XLE | State Street Energy Select Sector SPDR ETF | $32.09万 | 0.16% | 5,239 | 0 | 0.0% | — | 不变 |
| MDY | State Street Spdr S&P Midcap 400 ETF Trust | $32.13万 | 0.16% | 521 | 0 | 0.0% | — | 不变 |
| INGR | Ingredion INC CORP COMMON | $32.75万 | 0.16% | 2,907 | 222 | 8.3% | $2.50万 | 加仓 |
| PLTR | Palantir Technologies Inc. CL A | $33.34万 | 0.16% | 2,279 | 417 | 22.4% | $6.10万 | 加仓 |
| IJK | Ishares S&p Mid-cap 400 Growth Etf Mid Cap Grwth | $34.11万 | 0.17% | 3,390 | 0 | 0.0% | — | 不变 |
| LRCX | Lam Research Corp | $36.00万 | 0.17% | 1,685 | 1,257 | 293.7% | $26.86万 | 加仓 |
| HSY | Hershey Company Ordinary Shares | $36.05万 | 0.17% | 1,734 | 745 | 75.3% | $15.49万 | 加仓 |
| TXN | Texas Instruments Inc Common | $36.65万 | 0.18% | 1,888 | 24 | 1.3% | $4,659 | 加仓 |
| COP | Conocophillips Com | $36.72万 | 0.18% | 2,782 | 50 | 1.8% | $6,600 | 加仓 |
| GEV | Ge Vernova INC CORP COMMON | $37.10万 | 0.18% | 425 | 30 | 7.6% | $2.62万 | 加仓 |
| XLU | State Street Utilities Select Sector SPDR ETF | $37.43万 | 0.18% | 8,157 | -768 | -8.6% | -$3.52万 | 减仓 |
| QCOM | Qualcomm Inc Com | $37.78万 | 0.18% | 2,934 | 120 | 4.3% | $1.55万 | 加仓 |
| MRVL | Marvell Technology, Inc. | $39.00万 | 0.19% | 3,937 | 33 | 0.8% | $3,269 | 加仓 |
| PSA | Public Storage Inc. REIT | $39.52万 | 0.19% | 1,459 | 67 | 4.8% | $1.81万 | 加仓 |
| — | Exxon Mobil Corp Com | $40.48万 | 0.20% | 2,386 | 446 | 23.0% | $7.57万 | 加仓 |
| VO | Vanguard Mid-cap Index Fund Mid Cap Etf | $41.15万 | 0.20% | 1,433 | 25 | 1.8% | $7,180 | 加仓 |
| PRU | Prudential Financial, Inc. | $41.55万 | 0.20% | 4,253 | 2 | 0.0% | $195 | 加仓 |
| PFE | Pfizer Inc Com | $43.35万 | 0.21% | 15,439 | 622 | 4.2% | $1.75万 | 加仓 |
| GPC | Genuine Parts Co Com | $44.27万 | 0.21% | 4,186 | 2 | 0.0% | $212 | 加仓 |
| MDT | Medtronic Hldg LTD | $44.81万 | 0.22% | 5,171 | 186 | 3.7% | $1.61万 | 加仓 |
| CRM | Salesforce Inc Ordinary Shares | $45.06万 | 0.22% | 2,414 | -46 | -1.9% | -$8,587 | 减仓 |
| DIS | Disney Company | $45.07万 | 0.22% | 4,676 | 353 | 8.2% | $3.40万 | 加仓 |
| MO | Altria Group Inc | $45.72万 | 0.22% | 6,928 | 551 | 8.6% | $3.64万 | 加仓 |
| USB | US Bancorp | $48.61万 | 0.24% | 9,346 | 353 | 3.9% | $1.84万 | 加仓 |
| VZ | Verizon Communications | $48.71万 | 0.24% | 9,703 | 750 | 8.4% | $3.77万 | 加仓 |
| GE | GE Aerospace | $49.49万 | 0.24% | 1,744 | 938 | 116.4% | $26.62万 | 加仓 |
| PNC | PNC Financial Services Group Common | $50.38万 | 0.24% | 2,421 | 66 | 2.8% | $1.37万 | 加仓 |
| SYK | Stryker Corp COMMON | $50.41万 | 0.24% | 1,534 | 100 | 7.0% | $3.29万 | 加仓 |
| NBHC | National Bank Holdings Corp CLASS A COMMON | $51.59万 | 0.25% | 13,175 | 0 | 0.0% | — | 不变 |
| CME | CME Group Inc Com Stk | $51.98万 | 0.25% | 1,760 | 31 | 1.8% | $9,156 | 加仓 |
| TSPA | T. Rowe Price Exchangetraded Funds Inc U.S. Equity Research ETF | $52.22万 | 0.25% | 12,767 | 95 | 0.7% | $3,885 | 加仓 |
| PAYX | Paychex Inc Com | $54.66万 | 0.26% | 5,934 | 298 | 5.3% | $2.75万 | 加仓 |
| DVY | Ishares Select Dividend Etf | $55.64万 | 0.27% | 3,675 | -600 | -14.0% | -$9.08万 | 减仓 |
| AMAT | Applied Materials Inc Com Stk | $55.71万 | 0.27% | 1,630 | 0 | 0.0% | — | 不变 |
| AXP | American Express | $55.75万 | 0.27% | 1,843 | 20 | 1.1% | $6,050 | 加仓 |
| UBER | Uber Technologies INC CORP COMMON | $56.41万 | 0.27% | 7,842 | -236 | -2.9% | -$1.70万 | 减仓 |
| ABT | Abbott Labs Com | $56.62万 | 0.27% | 5,515 | 210 | 4.0% | $2.16万 | 加仓 |
| BSV | Vanguard Short-term Bond Index Fund Etf | $56.93万 | 0.28% | 7,261 | 1,426 | 24.4% | $11.18万 | 加仓 |
| QQQ | Invesco Qqq Trust Series 1 Invsc Srs Etf | $58.99万 | 0.29% | 1,022 | 35 | 3.5% | $2.02万 | 加仓 |
| NFLX | Netflix, Inc. | $60.07万 | 0.29% | 6,248 | 156 | 2.6% | $1.50万 | 加仓 |
| DUK | Duke Energy Corp Com New | $60.48万 | 0.29% | 4,619 | 470 | 11.3% | $6.15万 | 加仓 |
| ENB | Enbridge Inc Com | $61.39万 | 0.30% | 11,340 | 340 | 3.1% | $1.84万 | 加仓 |
| MCHP | Microchip Technology Inc Com | $62.54万 | 0.30% | 9,679 | 197 | 2.1% | $1.27万 | 加仓 |
| ACWI | Ishares Msci Acwi Etf | $63.98万 | 0.31% | 4,624 | -61 | -1.3% | -$8,441 | 减仓 |
| TMO | Thermo Fisher Scientific INC CORP COMMON | $64.00万 | 0.31% | 1,302 | 68 | 5.5% | $3.34万 | 加仓 |
| ETN | Eaton Corp PLC Com | $65.31万 | 0.32% | 1,826 | 488 | 36.5% | $17.45万 | 加仓 |
| COST | Costco Wholesale Corp New | $65.96万 | 0.32% | 662 | 26 | 4.1% | $2.59万 | 加仓 |
| EOG | Eog Resources INC CORP COMMON | $66.44万 | 0.32% | 4,596 | -1,400 | -23.3% | -$20.24万 | 减仓 |
| VUG | Vanguard Growth Index Fund Etf | $72.55万 | 0.35% | 1,661 | 40 | 2.5% | $1.75万 | 加仓 |
| VIG | Vanguard Dividend Appreciation Index Fund Etf | $73.98万 | 0.36% | 3,440 | 0 | 0.0% | — | 不变 |
| AEP | American Electric Power Inc. | $75.27万 | 0.36% | 5,742 | 243 | 4.4% | $3.19万 | 加仓 |
| SHOP | Shopify, Inc. | $75.82万 | 0.37% | 6,392 | 66 | 1.0% | $7,829 | 加仓 |
| ORCL | Oracle Corporation Com | $76.95万 | 0.37% | 5,231 | -371 | -6.6% | -$5.46万 | 减仓 |
| SO | Southern Co | $78.16万 | 0.38% | 8,098 | 495 | 6.5% | $4.78万 | 加仓 |
| PANW | Palo Alto Networks, Inc. | $81.17万 | 0.39% | 5,063 | -127 | -2.4% | -$2.04万 | 减仓 |
| SPY | State Street SPDR S&P 500 ETF Trust | $86.76万 | 0.42% | 1,334 | -213 | -13.8% | -$13.85万 | 减仓 |
| CSCO | Cisco Systems Inc | $87.40万 | 0.42% | 11,264 | 56 | 0.5% | $4,345 | 加仓 |
| GS | Goldman Sachs Group Inc | $88.66万 | 0.43% | 1,048 | 56 | 5.6% | $4.74万 | 加仓 |
| VWO | Vanguard Emerging Mkts ETF | $88.74万 | 0.43% | 16,418 | 996 | 6.5% | $5.38万 | 加仓 |
| DE | Deere & CO CORP COMMON | $91.25万 | 0.44% | 1,620 | 6 | 0.4% | $3,380 | 加仓 |
| ICE | Intercontinental Exchange Inc Ordinary Shares | $95.33万 | 0.46% | 6,061 | -90 | -1.5% | -$1.42万 | 减仓 |
| IBM | International Business Mach Common Stock | $96.13万 | 0.47% | 3,966 | 180 | 4.8% | $4.36万 | 加仓 |
| BAC | Bank of America Corp Common | $96.38万 | 0.47% | 19,770 | -381 | -1.9% | -$1.86万 | 减仓 |
| VGT | Vanguard Information Technology Etf | $96.98万 | 0.47% | 1,390 | 30 | 2.2% | $2.09万 | 加仓 |
| BRK/B | Berkshire Hathaway Inc Cl B New | $102.64万 | 0.50% | 2,142 | 25 | 1.2% | $1.20万 | 加仓 |
| WM | Waste Mgmt Inc Del Com Stk | $103.54万 | 0.50% | 4,506 | 12 | 0.3% | $2,757 | 加仓 |
| MAR | Marriott International INC CLASS A CORP COMMON | $107.44万 | 0.52% | 3,285 | -62 | -1.9% | -$2.03万 | 减仓 |
| IWM | MFC iShares Tr Russell 2000 Index FD | $107.56万 | 0.52% | 4,337 | 130 | 3.1% | $3.22万 | 加仓 |