United Community Bank 13F 持仓 · 2026年Q2
United Community Bank 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 533 只证券,申报市值合计 3.23 亿美元。前几大持仓:BRKB(9.34%)、IAUM(4.30%)、PBP(3.51%)。本季前 25 大持仓中:增持 19 只、减持 6 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | BRKB | BERKSHIRE HATHAWAY INC DEL CL B NEW COM | $30.2M | 9.34% | 60,354 | 增持 |
| 2 | IAUM | ISHARES GOLD TR SHARES REPRESENT ETF | $13.9M | 4.30% | 347,362 | 减持 |
| 3 | PBP | INVESCO EXCHANGE TRADED FD TR ETF | $11.4M | 3.51% | 496,225 | 增持 |
| 4 | EFA | ISHARES MSCI EAFE ETF | $9.6M | 2.97% | 92,548 | 减持 |
| 5 | IVV | ISHARES TR CORE S&P500 ETF | $8.3M | 2.58% | 11,121 | 增持 |
| 6 | VTI | VANGUARD IDX FDS VANG TOTAL STK MKT ETF | $7.9M | 2.44% | 21,321 | 增持 |
| 7 | IJH | ISHARES CORE S&P MIDCAP ETF | $6.9M | 2.14% | 89,727 | 增持 |
| 8 | SPHQ | INVESCO EXCHANGE TRADED FD TR S&P500 | $6.9M | 2.14% | 76,985 | 增持 |
| 9 | VXUS | VANGUARD TOTAL INTL STOCK ET | $6.7M | 2.08% | 78,736 | 增持 |
| 10 | MSFT | MICROSOFT CORP COM | $6.5M | 2.02% | 17,525 | 减持 |
| 11 | VUG | VANGUARD GROWTH ETF | $6.2M | 1.92% | 71,958 | 增持 |
| 12 | VXF | VANGUARD EXTENDED MARKET ETF | $5.5M | 1.70% | 22,286 | 增持 |
| 13 | AAPL | APPLE INC COM | $4.4M | 1.37% | 15,299 | 减持 |
| 14 | VYM | VANGUARD HIGH DIVIDEND YIELD ETF | $4.1M | 1.27% | 26,058 | 增持 |
| 15 | SPY | STATE STREET SPDR S&P 500 ETF TRUST UNIT | $4.0M | 1.23% | 5,328 | 增持 |
| 16 | VCIT | VANGUARD INT TERM CORPORATE ETF | $3.8M | 1.19% | 46,469 | 增持 |
| 17 | CSCO | CISCO SYSTEMS INC | $3.6M | 1.11% | 30,569 | 增持 |
| 18 | IJR | ISHARES CORE S&P SMALL CAP ETF | $3.6M | 1.11% | 24,222 | 增持 |
| 19 | JCPB | JP MORGAN ETF CORE PLUS BD ETF | $3.3M | 1.02% | 70,569 | 增持 |
| 20 | AGG | ISHARES CORE TOTAL US AGGREGATE BOND ETF | $3.3M | 1.01% | 32,844 | 增持 |
| 21 | IAU | ISHARES GOLD TR ISHARES NEW ETF | $3.3M | 1.01% | 43,322 | 增持 |
| 22 | JPM | JPMORGAN CHASE & CO | $3.3M | 1.01% | 10,015 | 减持 |
| 23 | FLRN | SPDR SER TR SS SPDR BBG INVT FLT RTE ETF | $2.8M | 0.86% | 90,310 | 增持 |
| 24 | NVDA | NVIDIA CORPORATION COM | $2.8M | 0.86% | 13,860 | 减持 |
| 25 | VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $2.7M | 0.85% | 38,384 | 增持 |
来源:SEC 13F 申报文件 · 截至 2026-06-30
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