Unified Trust Company, N.A. 13F 持仓 · 最近申报 2021年Q3
Unified Trust Company 在 2021年Q3（报告期截至 2021-09-30）的 SEC 13F 申报中报告了 83 只证券，申报市值合计 3.39 亿美元。前几大持仓：DGRO（21.59%）、VB（7.53%）、AAPL（2.42%）。本季前 25 大持仓中：增持 17 只、减持 8 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | DGRO | ISHARES CORE DIVIDEND GROWTH | $73.3M | 21.59% | 1.5M | 减持 |
| 2 | VB | VANGUARD SMALL CAP ETF | $25.5M | 7.53% | 116,825 | 增持 |
| 3 | AAPL | APPLE INC | $8.2M | 2.42% | 58,013 | 减持 |
| 4 | MSFT | MICROSOFT | $7.6M | 2.25% | 27,035 | 增持 |
| 5 | JPM | JP MORGAN CHASE | $7.4M | 2.18% | 45,228 | 增持 |
| 6 | UNH | UNITEDHEALTH GROUP | $7.2M | 2.11% | 18,346 | 增持 |
| 7 | LIN | LINDE PLC | $6.5M | 1.92% | 22,262 | 增持 |
| 8 | HD | HOME DEPOT INC. | $6.2M | 1.83% | 18,867 | 减持 |
| 9 | HON | HONEYWELL INTERNATIONAL INC | $6.1M | 1.79% | 28,658 | 减持 |
| 10 | TJX | TJX COMPANIES | $6.0M | 1.78% | 91,415 | 增持 |
| 11 | MA | MASTERCARD INCORPORATED | $6.0M | 1.77% | 17,245 | 增持 |
| 12 | NEE | NEXTERA ENERGY INC. | $5.9M | 1.73% | 74,744 | 增持 |
| 13 | JBHT | HUNT J B TRANS SVCS INC | $5.5M | 1.63% | 32,993 | 增持 |
| 14 | SDY | SPDR S&P DIVIDEND ETF | $5.5M | 1.61% | 46,402 | 减持 |
| 15 | DIS | WALT DISNEY | $5.4M | 1.60% | 32,158 | 增持 |
| 16 | COST | COSTCO WHOLESALE CORP | $5.2M | 1.55% | 11,680 | 减持 |
| 17 | BAX | BAXTER INTL | $5.1M | 1.52% | 63,979 | 增持 |
| 18 | IVV | ISHARES CORE S&P 500 ETF | $5.2M | 1.52% | 11,994 | 增持 |
| 19 | TXN | TEXAS INSTRUMENTS | $5.2M | 1.52% | 26,852 | 增持 |
| 20 | BLK | BLACKROCK INC. | $5.1M | 1.51% | 6,115 | 增持 |
| 21 | NKE | NIKE, INC | $5.1M | 1.50% | 34,957 | 减持 |
| 22 | CB | CHUBB LTD | $5.0M | 1.48% | 28,938 | 减持 |
| 23 | PG | PROCTER & GAMBLE | $4.9M | 1.45% | 35,296 | 增持 |
| 24 | ACN | ACCENTURE PLC | $4.9M | 1.44% | 15,223 | 增持 |
| 25 | SBUX | STARBUCKS CORP | $4.9M | 1.44% | 44,187 | 增持 |
来源：SEC 13F 申报文件 · 截至 2021-09-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR