13F 机构持仓

2UniFi Bank

JACKSON WY · SEC CIK 0002040900

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$02026Q2
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

IWF 6.2%
EFA 4.3%
IJH 4.2%
AAPL 3.9%
NVDA 3.6%
VTV 2.8%
IEMG 2.5%
MSFT 2.5%
GOOGL 2.2%
IAU 2.0%

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
VO Vanguard Mid-cap Index Fund Mid Cap Etf $41.15万0.20%1,433 251.8% $7,180 加仓
— Exxon Mobil Corp Com $40.48万0.20%2,386 44623.0% $7.57万 加仓
PSA Public Storage Inc. REIT $39.52万0.19%1,459 674.8% $1.81万 加仓
MRVL Marvell Technology, Inc. $39.00万0.19%3,937 330.8% $3,269 加仓
QCOM Qualcomm Inc Com $37.78万0.18%2,934 1204.3% $1.55万 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
GEV Ge Vernova INC CORP COMMON $37.10万0.18%425 307.6% $2.62万 加仓
COP Conocophillips Com $36.72万0.18%2,782 501.8% $6,600 加仓
TXN Texas Instruments Inc Common $36.65万0.18%1,888 241.3% $4,659 加仓
HSY Hershey Company Ordinary Shares $36.05万0.17%1,734 74575.3% $15.49万 加仓
LRCX Lam Research Corp $36.00万0.17%1,685 1,257293.7% $26.86万 加仓
IJK Ishares S&p Mid-cap 400 Growth Etf Mid Cap Grwth $34.11万0.17%3,390 00.0% — 不变
PLTR Palantir Technologies Inc. CL A $33.34万0.16%2,279 41722.4% $6.10万 加仓
INGR Ingredion INC CORP COMMON $32.75万0.16%2,907 2228.3% $2.50万 加仓
MDY State Street Spdr S&P Midcap 400 ETF Trust $32.13万0.16%521 00.0% — 不变
XLE State Street Energy Select Sector SPDR ETF $32.09万0.16%5,239 00.0% — 不变
ADP Automatic Data Processing Inc Com $32.04万0.16%1,577 684.5% $1.38万 加仓
SBUX Starbucks Corp Com $30.78万0.15%3,436 -93-2.6% -$8,332 减仓
AMD Advanced Micro Devices, Inc. $30.64万0.15%1,506 18614.1% $3.78万 加仓
JPST JPMORGAN Ultra-short Income Etf Ultra Short $30.08万0.15%5,944 00.0% — 不变
TSCO Tractor Supply CO CORP COMMON $29.75万0.14%6,568 5609.3% $2.54万 加仓
PLD ProLogis, Inc. $29.73万0.14%2,249 -122-5.1% -$1.61万 减仓
PM Philip Morris International Inc $28.62万0.14%1,731 00.0% — 不变
BNY Bank Of New York Mellon Corp Ordinary Shares $28.01万0.14%2,361 27813.3% $3.30万 加仓
VGSH Vanguard Scottsdale Funds Short-Term Treasury Etf $27.86万0.13%4,760 1974.3% $1.15万 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
KO Coca-Cola Company $24.24万0.12%3,187 652.1% $4,943 加仓
IVE Ishares S&p 500 Value Etf $24.22万0.12%1,147 454.1% $9,502 加仓
SYY Sysco Corp COMMON $23.99万0.12%3,363 922.8% $6,562 加仓
MELI MercadoLibre, Inc. $23.69万0.11%137 00.0% — 不变
SPGI S&p Global INC CORP COMMON $23.61万0.11%555 203.7% $8,507 加仓
COIN Coinbase Global INC CLASS A CORP COMMON $23.48万0.11%1,345 00.0% — 不变
VTIP Vanguard Malvern Fds Short Term Inflation $22.81万0.11%4,567 -378-7.6% -$1.89万 减仓
EEM MFC iShares Emerging Markets $22.73万0.11%4,003 87628.0% $4.97万 加仓
LOW Lowes Companies Inc $22.64万0.11%958 556.1% $1.30万 加仓
MU Micron Technology, Inc. $22.53万0.11%667 142.1% $4,730 加仓
XLC Select Sector Spdr Trust (The) State Street Communication Services Etf $22.43万0.11%2,023 00.0% — 不变
PREF Principal Spectrum Preferred Securities Active Etf Pref Sc Ac $22.32万0.11%11,861 00.0% — 不变
MDLZ Mondelez Intl Inc $22.09万0.11%3,832 00.0% — 不变
BA Boeing Co Com $21.32万0.10%1,071 17519.5% $3.48万 加仓
CMCSA Comcast Corp New Cl A $21.29万0.10%7,415 1,49825.3% $4.30万 加仓
NOBL ProShares S&P 500 Dividend Aristocrats ETF $20.67万0.10%1,950 00.0% — 不变
SHW Sherwin Williams Co $20.03万0.10%625 -22-3.4% -$7,052 减仓
CL Colgate-palmolive CO Colgate Palmolive CORP COMMON $19.83万0.10%2,327 301.3% $2,557 加仓
XLF State Street Financial Select Sector SPDR ETF $19.75万0.10%4,000 -500-11.1% -$2.47万 减仓
IWS Ishares Russell Mid-cap Value ETF $19.75万0.10%1,355 00.0% — 不变
EFG iShares MSCI EAFE Growth ETF $19.55万0.09%1,755 00.0% — 不变
PGR Progressive Corp COMMON $19.49万0.09%983 00.0% — 不变
URI United Rentals, Inc. $19.38万0.09%266 -14-5.0% -$1.02万 减仓
IGF Ishares S&p Global Infrastructure Index Fund Etf $19.12万0.09%2,853 00.0% — 不变
T At&t, Inc. Ordinary Shares $18.55万0.09%6,399 1,33026.2% $3.86万 加仓
ANET Arista Networks Inc Ordinary Shares $18.37万0.09%1,496 69687.0% $8.55万 加仓
GWW W W Grainger Inc Common $17.56万0.09%161 00.0% — 不变
TSM Taiwan Semiconductor Manufacturing Co. Ltd ADR $17.24万0.08%510 00.0% — 不变
SHY Ishares 1-3 Year Treasury Bond Etf Treasry $16.92万0.08%2,049 643.2% $5,284 加仓
JMST JPMORGAN Ultra-short Municipal Income Etf Ultra Shrt Muncipl Incm $16.61万0.08%3,259 00.0% — 不变
VGIT Vanguard Intermediate Term Treasury Etf Intrmdiat Trm Trsry $16.32万0.08%2,740 1,34496.3% $8.00万 加仓
INTC Intel Corp Com $15.91万0.08%3,605 1203.4% $5,296 加仓
VOO Vanguard 500 Index Fund S&p Etf $15.84万0.08%265 -14-5.0% -$8,366 减仓
VT Vanguard Total World Stock Index Fund Etf $15.51万0.08%1,121 373.4% $5,118 加仓
CB Chubb LTD $15.19万0.07%466 00.0% — 不变
TMUS T-mobile US INC T Mobile CORP COMMON $14.89万0.07%709 507.6% $1.05万 加仓
VLO Valero Energy Corp COMMON $14.68万0.07%594 00.0% — 不变
AMP Ameriprise Financial INC Finance CORP COMMON $14.67万0.07%330 00.0% — 不变
ZTS Zoetis INC CLASS A CORP COMMON $14.52万0.07%1,228 -66-5.1% -$7,802 减仓
GRMN Garmin Ltd CORP COMMON $13.90万0.07%599 00.0% — 不变
MA Mastercard Inc Cl A $13.74万0.07%275 -26-8.6% -$1.30万 减仓
FTA First Trust Large Cap Value Alphadex Fund Tr Lrg CP Val Etf $13.71万0.07%1,485 00.0% — 不变
XLV State Street Health Care Select Sector SPDR ETF $13.05万0.06%890 00.0% — 不变
PSX Phillips 66 Com $12.93万0.06%710 00.0% — 不变
ITW Illinois Tool Wks Inc Com $12.62万0.06%485 5111.8% $1.33万 加仓
VHT Vanguard Health Care Index Fund Etf $12.45万0.06%457 -13-2.8% -$3,540 减仓
MLPA Global X Mlp Etf $12.12万0.06%2,250 00.0% — 不变
IWO Ishares Russell 2000 Growth Etf $12.08万0.06%385 256.9% $7,845 加仓
MMM 3M Company Com $12.05万0.06%830 91.1% $1,307 加仓
RGA Reinsurance Group Of America, Inc. Ordinary Shares $11.84万0.06%580 00.0% — 不变
NOC Northrop Grumman Corp COMMON $11.60万0.06%170 00.0% — 不变
UPS United Parcel Svc Class B $11.36万0.06%1,155 201.8% $1,968 加仓
MPC Marathon Petroleum Corp $11.11万0.05%455 00.0% — 不变
AMGN Amgen Inc Common Stock $10.80万0.05%307 2810.0% $9,852 加仓
UNP Union Pac Corp Com $10.70万0.05%441 00.0% — 不变
SLB SLB Limited $10.62万0.05%2,067 1,805688.9% $9.28万 加仓
BDX Becton Dickinson And CO CORP COMMON $10.44万0.05%664 152.3% $2,358 加仓
WMB The Williams Companies $10.16万0.05%1,396 00.0% — 不变
RSP Invesco S&p 500 Eql Wght Etf Invsc S P Equal Weight $10.10万0.05%526 -1,127-68.2% -$21.63万 减仓
SDVY First Trust Smid Cap Rising Dividend Achievers Etf Frst Trst Rsng Div Ach $10.09万0.05%2,560 00.0% — 不变
VNQ Vanguard Real Estate ETF $9.94万0.05%1,121 -7-0.6% -$621 减仓
MBIN Merchants Bancorp Ordinary Shares $9.68万0.05%2,257 00.0% — 不变
SUB Ishares Short-term National Muni $9.62万0.05%903 00.0% — 不变
VTI Vanguard Group, Inc. Total Stock Market Etf $9.37万0.05%292 5221.7% $1.67万 加仓
XLI State Street Industrial Select Sector SPDR ETF $9.30万0.05%575 00.0% — 不变
DGRW Wisdomtree Trust U.S. Quality Dividend Growth Fund $9.05万0.04%1,030 00.0% — 不变
SJM Smucker J M Co Common New $8.97万0.04%930 11013.4% $1.06万 加仓
LIN Linde Plc CORP COMMON $8.73万0.04%176 6254.4% $3.07万 加仓
XLK State Street Technology Select Sector SPDR ETF $8.64万0.04%650 00.0% — 不变
IBDV Ishares Trust Ibonds Dec 2030 Term Corporate Etf $8.60万0.04%3,927 00.0% — 不变
IBDU Ishares Trust Ibonds Dec 2029 Term Corporate Etf $8.56万0.04%3,682 00.0% — 不变
IBDT Ishares Trust Ibonds Dec 2028 Term Corporate Etf $8.55万0.04%3,374 00.0% — 不变
IBDS Ishares Trust Ibonds Dec 2027 Term Corporate Etf $8.54万0.04%3,525 00.0% — 不变
IBDR Ishares Trust Ibonds Dec 2026 Term Corporate Etf $8.52万0.04%3,515 00.0% — 不变