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
WEC Wec Energy Group INC CORP COMMON $8.49万0.04%733 10116.0% $1.17万 加仓
CVS CVS Health Corporation $8.42万0.04%1,172 -335-22.2% -$2.41万 减仓
STX Seagate Technology Holdings Plc $8.38万0.04%214 147.0% $5,485 加仓
BMY Bristol Myers Squibb Co Com $8.13万0.04%1,340 352.7% $2,123 加仓
TIP Ishares Barclays TIPS Bond ETF $7.91万0.04%717 00.0% — 不变
CINF Cincinnati Financial Corp COMMON $7.87万0.04%500 00.0% — 不变
INFL Listed Funds Trust Horizon Kinetics Inflation Beneficiaries Etf $7.46万0.04%1,433 00.0% — 不变
VOT Vanguard Mid-cap Growth Index Fund Mid Cap Etf $7.39万0.04%287 207.5% $5,147 加仓
ROK Rockwell Automation INC Automat CORP COMMON $7.18万0.03%200 179.3% $6,101 加仓
MET Metlife Inc Com $7.10万0.03%1,004 00.0% — 不变
ELV Elevance Health INC $7.06万0.03%241 00.0% — 不变
XHLF BondBloxx ETF Trust Bloomberg Six MN $7.05万0.03%1,400 00.0% — 不变
SGOV Ishares 0-3 Month Treasury Bond Etf 0 To 3 Mnth Bnd $7.05万0.03%700 00.0% — 不变
VOE Vanguard Mid-cap Value Index Fund Mid Cap Etf $6.97万0.03%378 00.0% — 不变
TJX TJX Cos Inc Com New $6.80万0.03%426 -100-19.0% -$1.60万 减仓
NUE Nucor Corp Com $6.76万0.03%400 00.0% — 不变
D Dominion Energy, Inc $6.75万0.03%1,092 00.0% — 不变
OSK Oshkosh Truck Corp Com $6.74万0.03%458 00.0% — 不变
UNH Unitedhealth Group Inc $6.71万0.03%248 20.8% $541 加仓
ACN Accenture PLC Ireland Shares Class A $6.50万0.03%328 -63-16.1% -$1.25万 减仓
CASY Caseys General Stores INC CORP COMMON $6.48万0.03%89 2948.3% $2.11万 加仓
PWR Quanta Services INC CORP COMMON $6.42万0.03%117 00.0% — 不变
NEM Newmont Corporation CORP COMMON $6.22万0.03%575 00.0% — 不变
IBTJ Ishares Trust Ibonds Dec 2029 Term Treasury Etf $6.19万0.03%2,835 00.0% — 不变
IBTK Ishares Trust Ibonds Dec 2030 Term Treasury Etf $6.18万0.03%3,134 00.0% — 不变
IBTI Ishares Trust Ibonds Dec 2028 Term Treasury Etf $6.18万0.03%2,773 00.0% — 不变
C Citigroup Inc New $6.17万0.03%544 14135.0% $1.60万 加仓
IBTH Ishares Trust Ibonds Dec 2027 Term Treasury Etf $6.16万0.03%2,747 00.0% — 不变
XLB State Street Materials Select Sector SPDR ETF $6.15万0.03%1,230 00.0% — 不变
ADI Analog Devices INC CORP COMMON $6.14万0.03%193 5944.0% $1.88万 加仓
IBTG Ishares Trust Ibonds Dec 2026 Term Treasury Etf $6.14万0.03%2,679 00.0% — 不变
AXON Axon Enterprise, Inc. $6.07万0.03%143 107.5% $4,247 加仓
USFR Wisdomtree Floating Rate Treasury Fund Treasry Etf $6.03万0.03%1,198 00.0% — 不变
SMMD Ishares Trust Russell 2500 Etf $5.96万0.03%780 780— $5.96万 新建仓
DOW Dow Inc Ordinary Shares $5.91万0.03%1,419 -250-15.0% -$1.04万 减仓
MKC Mccormick & Co., Inc. Ordinary Shares (Non Voting) $5.89万0.03%1,167 403.5% $2,018 加仓
LFUS Littlefuse Inc. $5.80万0.03%171 00.0% — 不变
TD Toronto-dominion Bank Toronto Dominion CORP COMMON $5.65万0.03%605 00.0% — 不变
COF Capital One Financial Corp. Ordinary Shares $5.64万0.03%309 00.0% — 不变
WFC Wells Fargo and Company New $5.61万0.03%705 00.0% — 不变
EVRG Evergy INC CORP COMMON $5.55万0.03%677 00.0% — 不变
VBK Vanguard Small-cap Growth Index Fund Small Cap Etf $5.35万0.03%177 2516.4% $7,556 加仓
PULS Pgim Ultra Short Bond Etf $5.34万0.03%1,079 00.0% — 不变
RSG Republic Services, Inc. $5.26万0.03%240 00.0% — 不变
WAT Waters Corp COMMON $5.12万0.02%172 8087.0% $2.38万 加仓
ISRG Intuitive Surgical INC CORP COMMON $5.12万0.02%111 82282.8% $3.78万 加仓
NWBI Northwest Bancshares INC CORP COMMON $5.08万0.02%4,000 00.0% — 不变
MSCI Msci INC CORP COMMON $5.01万0.02%93 -10-9.7% -$5,390 减仓
IYH MFC iShares Tr U S Healthcare ETF $4.93万0.02%800 30060.0% $1.85万 加仓
VBR Vanguard Small Cap Value Etf $4.89万0.02%225 00.0% — 不变
GLD MFC SPDR Gold Trust Gold Shs $4.82万0.02%112 2021.7% $8,606 加仓
BR Broadridge Finl Solutions Inc $4.71万0.02%290 155.5% $2,437 加仓
CCI Crown Castle International Corp $4.63万0.02%570 509.6% $4,066 加仓
XLY State Street Consumer Discretionary Select Sector ETF $4.63万0.02%425 00.0% — 不变
PFF Ishares Trust Preferred And Income Securities Etf $4.58万0.02%1,510 -263-14.8% -$7,974 减仓
CRWD CrowdStrike Holdings, Inc. $4.57万0.02%117 00.0% — 不变
PHO Invesco Capital Management LLC Water Resources Etf $4.55万0.02%680 00.0% — 不变
MTB M & T Bank Corp Ordinary Shares $4.44万0.02%215 00.0% — 不变
HEI/A Heico Corp. Ordinary Shares - Class A $4.37万0.02%207 -4-1.9% -$844 减仓
CTAS Cintas Corp COMMON $4.28万0.02%253 00.0% — 不变
CI Cigna Corp COMMON $4.27万0.02%160 00.0% — 不变
— Electronic Arts INC CORP COMMON $4.24万0.02%208 00.0% — 不变
VCSH Vanguard Short-term Corporate Bond Idx FUND Short Term Cor Bd Etf $4.12万0.02%520 00.0% — 不变
COWZ Pacer Funds Trust US Cash Cows 100 Etf $4.07万0.02%650 00.0% — 不变
GNRC Generac Holdings INC CORP COMMON $3.91万0.02%200 00.0% — 不变
CHD Church & Dwight Inc Com $3.82万0.02%409 00.0% — 不变
SHLD Global X Funds Defense Tech Etf $3.79万0.02%535 535— $3.79万 新建仓
ARKK Ark Innovation Etf $3.78万0.02%559 13632.2% $9,192 加仓
PYPL Paypal Hldgs Inc Com $3.78万0.02%835 31861.5% $1.44万 加仓
AFL AFLAC Inc Common Stk $3.75万0.02%342 12456.9% $1.36万 加仓
KMB Kimberly-Clark Corp $3.74万0.02%388 00.0% — 不变
TTD The Trade Desk, Inc. Cl A $3.73万0.02%1,645 00.0% — 不变
VUSB Vanguard Ultra-short Bond Etf Ultra Short $3.70万0.02%744 00.0% — 不变
LPLA Lpl Financial Holdings Inc Ordinary Shares $3.70万0.02%123 3032.3% $9,025 加仓
BE Bloom Energy Corp Ordinary Shares - Class A $3.59万0.02%265 00.0% — 不变
TGT Target Corp Com $3.59万0.02%296 00.0% — 不变
CTVA Corteva INC CORP COMMON $3.56万0.02%425 00.0% — 不变
NVS Novartis AG Spon ADR $3.53万0.02%231 00.0% — 不变
MANH Manhattan Associates INC CORP COMMON $3.53万0.02%265 00.0% — 不变
ADBE Adobe Sys Inc Com $3.52万0.02%145 -7-4.6% -$1,702 减仓
CBRE Cbre Group Inc Ordinary Shares - Class A $3.52万0.02%260 8447.7% $1.14万 加仓
IWN Ishares Russell 2000 Value Etf $3.41万0.02%180 00.0% — 不变
DYNF Blackrock Etf Trust Ishares U.S. Equity Factor Rotation Active $3.36万0.02%578 00.0% — 不变
NSC Norfolk Southern Corp $3.36万0.02%117 00.0% — 不变
BOTZ Global X Funds Robotics & Artificial Intelligence Etf $3.32万0.02%1,000 00.0% — 不变
BLSH Bullish Ordinary Shares $3.22万0.02%900 900— $3.22万 新建仓
APO Apollo Global Management Inc Ordinary Shares - Class A (New) $3.20万0.02%287 9549.5% $1.06万 加仓
OC Owens Corning Corniing CORP COMMON $3.18万0.02%294 00.0% — 不变
ROKU Roku, Inc. CL A $3.14万0.02%332 332— $3.14万 新建仓
LHX L3harris Technologies INC CORP COMMON $3.14万0.02%91 00.0% — 不变
VIK Viking Holdings Ltd. Ordinary Shares $2.92万0.01%397 -2-0.5% -$147 减仓
TDG Transdigm Group Incorporated Ordinary Shares $2.90万0.01%25 28.7% $2,318 加仓
FFIV F5 Inc Ordinary Shares $2.89万0.01%100 00.0% — 不变
IDEF Blackrock Etf Trust Ishares Defense Industrials Active $2.86万0.01%875 875— $2.86万 新建仓
GEHC Ge Healthcare Technologies Inc Ordinary Shares $2.85万0.01%400 00.0% — 不变
APD Air Products And Chemicals INC CORP COMMON $2.85万0.01%98 00.0% — 不变
VCIT Vanguard Intermediate Term Corporate Bond Etf Cor $2.82万0.01%341 12054.3% $9,930 加仓
J Jacobs Solutions Inc $2.79万0.01%219 41.9% $509 加仓
CAH Cardinal Health INC CORP COMMON $2.75万0.01%130 00.0% — 不变
JEPI J.P. Morgan Exchange-Traded Fund Trust JPMorgan Equity Premium Income Etf $2.74万0.01%483 00.0% — 不变