AU

Atlantic Union Bankshares Corp

分散型投資策略趨勢追蹤型長期持有型

申報總市值

US$52.1億

申報季度: 2026-03-31 · 持股檔數: 3631

Atlantic Union Bankshares Corp在最新一期 13F 報告中揭露了 3631 項持股，申報期為 2026-03-31，總持股市值約為 US$52.1億，季度換手率為 13.9%。

機構性格雪花圖

集中度
4.88
持倉穩定性
13.88
動能／逆勢
100
產業集中度
51.2
多樣化
100
倉位均衡度
54.91

近期動向

  • 減碼 MSFT

    +3.2%　-US$4627.7萬

  • 加碼 JEPI

    +25.8%　US$1432.0萬

  • 減碼 AAPL

    -1.7%　-US$1925.2萬

  • 加碼 XOM

    +2.1%　US$1271.1萬

  • 減碼 IWY

    -1.1%　-US$1555.9萬

  • 減碼 NVDA

    -0.7%　-US$1653.8萬

持倉地圖

新建倉加碼不變減碼

前十大持股佔比

本季完整持股清單

僅顯示前 1748 大持股（共 3631 檔）

#代號標的名稱資產子類別佔比佔比變動持倉量變化4Q Trend
1NVDANvidia CORP股票-科技4.16%-0.21%-0.66%
2AAPLApple INC股票-科技4.14%-0.26%-1.66%
3MSFTMicrosoft CORP股票-科技3.34%-0.79%+3.21%
4IVVIshares Core S&p 500 ETFETF-大型股與成長3.20%-0.06%+0.52%
5IJHIshares Core S&p Midcap ETFETF-其他3.04%—-4.33%
6IWYIshares Russell Top 200 GrowETF-其他2.39%-0.23%-1.09%
7IJRIshares Core S&p Small-cap EETF-中小型股2.05%—-3.44%
8GOOGAlphabet Inc-cl C股票-通訊服務1.91%-0.15%-1.18%
9AMZNAmazon.com INC股票-循環性消費1.85%-0.09%+3.29%
10JPMJpmorgan Chase & Co股票-金融1.65%-0.15%-1.83%
11IWRIshares Russell Mid-cap ETFETF-其他1.62%—-2.76%
12SPYSs Spdr S&p 500 ETF Trust-usETF-大型股與成長1.45%-0.06%-1.39%
13GOOGLAlphabet Inc-cl A股票-通訊服務1.42%-0.17%-4.94%
14JEPIJpmorgan Equity Premium IncoETF-其他1.39%+0.30%+25.82%
15BRK-BBerkshire Hathaway Inc-cl B股票-其他1.32%-0.07%-3.01%
16AVGOBroadcom INC股票-科技1.24%—+9.07%
17IQLTIshares Msci International QETF-其他1.18%—+3.02%
18MDYState Street Spdr S&p MidcapETF-其他1.00%—-2.54%
19METAMeta Platforms Inc-class A股票-通訊服務0.99%-0.16%-2.79%
20RTXRtx CORP股票-工業0.90%+0.11%+4.80%
21BSCUInvesco Bulletshares 2030 CbETF-其他0.84%—+9.02%
22JNJJohnson & Johnson股票-醫療保健0.84%+0.18%+5.23%
23BSCWInvesco Bulletshares 2032 CbETF-其他0.82%—+8.21%
24XOMExxon Mobil CORP股票-能源0.80%+0.26%+2.13%
25BSCVInvesco Bulletshares 2031 CbETF-其他0.77%—+10.89%
26WMTWalmart INC股票-非循環性消費0.77%+0.16%+10.00%
27LLYEli Lilly & Co股票-醫療保健0.76%—+12.01%
28GSGoldman Sachs Group INC股票-金融0.73%-0.05%-5.02%
29IUSVIshares Core S&p U.s. ValueETF-其他0.72%—+1.82%
30VVisa Inc-class A Shares股票-金融0.71%—+7.18%
31HDHome Depot INC股票-循環性消費0.71%—+4.17%
32IBTPIshares Ibonds Dec 2034 ETFETF-其他0.70%+0.08%+12.36%
33PANWPalo Alto Networks INC股票-科技0.69%—+24.90%
34VEAVanguard Ftse Developed ETFETF-其他0.69%—+7.47%
35IBTOIshares Ibonds Dec 2033 TresETF-其他0.68%—+10.37%
36COSTCostco Wholesale CORP股票-非循環性消費0.68%+0.10%-0.43%
37IBGAIshares Ibonds Dec 2044 ETFETF-其他0.62%—+11.91%
38TJXTjx Companies INC股票-循環性消費0.62%—-3.57%
39VONGVanguard Russell 1000 GrowthETF-其他0.61%—+13.43%
40MAMastercard INC - A股票-金融0.60%-0.20%-15.83%
41IUSGIshares Core S&p U.s. GrowthETF-其他0.59%-0.05%-2.87%
42ABBVAbbvie INC股票-醫療保健0.55%—+0.95%
43LOWLowe's Cos INC股票-循環性消費0.55%-0.06%-10.56%
44MCDMcdonald's CORP股票-循環性消費0.53%—+5.75%
45XMHQInvesco S&p Midcap Qual ETFETF-其他0.52%—+3.48%
46KLACKla CORP股票-科技0.52%—-6.34%
47AUBAtlantic Union Bankshares Co股票-金融0.51%—-9.68%
48ETNEaton Corporation plc股票-工業0.51%+0.10%+7.57%
49TSMTaiwan Semiconductor-sp Adr股票-科技0.49%+0.19%+41.53%
50AXPAmerican Express Co股票-金融0.48%—+9.48%
1–50 of 1,748

本季持股變動

Atlantic Union Bankshares Corp 在 2026-03-31 最顯著的持倉異動： 清倉: Astrazeneca Plc-spons Adr (AZNN); 新建倉: AstraZeneca PLC (AZN); 加碼: Microsoft CORP (MSFT) — 股數 +3.21%; 加碼: Jpmorgan Equity Premium Inco (JEPI) — 股數 +25.82%; 減碼: Apple INC (AAPL) — 股數 -1.66%.

Atlantic Union Bankshares Corp 於截至 2026-03-31 該季申報之持倉異動，含代號、發行人、權重變化、股數變化與操作類型
#代號標的名稱佔比變動持倉量變化異動類型
1JEPIJpmorgan Equity Premium Inco+0.3%+25.82%加碼
2XOMExxon Mobil CORP+0.3%+2.13%加碼
3TSMTaiwan Semiconductor-sp Adr+0.2%+41.53%加碼
4JNJJohnson & Johnson+0.2%+5.23%加碼
5INTUIntuit INC+0.2%+649.10%加碼
6NFLXNetflix INC+0.2%+57.55%加碼
7IEFAIshares Core Msci Eafe ETF+0.2%+149.63%加碼
8WMTWalmart INC+0.2%+10.00%加碼
9XLUSt Sr Utl Sl Se Spdr Etf-usd+0.2%+92.68%加碼
10CATCaterpillar INC+0.1%+21.24%加碼
11CVXChevron CORP+0.1%-1.95%減碼
12RTXRtx CORP+0.1%+4.80%加碼
13COSTCostco Wholesale CORP+0.1%-0.43%減碼
14ETNEaton Corporation plc+0.1%+7.57%加碼
15TSLATesla INC+0.1%+53.76%加碼
16IBTPIshares Ibonds Dec 2034 ETF+0.1%+12.36%加碼
17GLWCorning INC+0.1%-1.17%減碼
18XLBSs Materials Select Sector+0.1%+25.40%加碼
19ICEIntercontinental Exchange In+0.1%+108.31%加碼
20HONHoneywell International INC+0.1%+13.23%加碼
21GSGoldman Sachs Group INC-0.1%-5.02%減碼
22IUSGIshares Core S&p U.s. Growth-0.1%-2.87%減碼
23IVVIshares Core S&p 500 ETF-0.1%+0.52%加碼
24SPYSs Spdr S&p 500 ETF Trust-us-0.1%-1.39%減碼
25LOWLowe's Cos INC-0.1%-10.56%減碼
26BXBlackstone INC-0.1%+2.03%加碼
27BRK-BBerkshire Hathaway Inc-cl B-0.1%-3.01%減碼
28CVSCvs Health CORP-0.1%-49.89%減碼
29ADSKAutodesk INC-0.1%-67.43%減碼
30AMZNAmazon.com INC-0.1%+3.29%加碼
31ABTAbbott Laboratories-0.1%-5.39%減碼
32DHIDr Horton INC-0.1%-37.56%減碼
33QCOMQualcomm INC-0.1%+1.95%加碼
34CCitigroup INC-0.1%-38.61%減碼
35BKNGBooking Holdings INC-0.1%-5.90%減碼
36COFCapital One Financial CORP-0.1%-8.20%減碼
37CRMSalesforce INC-0.1%-53.35%減碼
38ACNAccenture plc-0.1%-32.14%減碼
39GOOGAlphabet Inc-cl C-0.2%-1.18%減碼
40JPMJpmorgan Chase & Co-0.2%-1.83%減碼
41METAMeta Platforms Inc-class A-0.2%-2.79%減碼
42WFCWells Fargo & Co-0.2%-43.89%減碼
43GOOGLAlphabet Inc-cl A-0.2%-4.94%減碼
44MAMastercard INC - A-0.2%-15.83%減碼
45NVDANvidia CORP-0.2%-0.66%減碼
46IWYIshares Russell Top 200 Grow-0.2%-1.09%減碼
47AAPLApple INC-0.3%-1.66%減碼
48MSFTMicrosoft CORP-0.8%+3.21%加碼
49AZNNAstrazeneca Plc-spons Adr—EXIT清倉
50AZNAstraZeneca PLC—NEW新建倉

FAQ

Atlantic Union Bankshares Corp 是什麼機構？屬於哪種投資人類型？
Atlantic Union Bankshares Corp 是一家投資管理機構，每季依規定向 SEC 申報 Form 13F，揭露其在美國上市股票的持倉資訊。根據最新一期申報（2026-03-31），該機構追蹤的股票投資組合估值約為 US$52.1億，分佈在 3631 個已申報部位之中。
Atlantic Union Bankshares Corp 目前前幾大持股有哪些？
根據最新 13F 申報，Atlantic Union Bankshares Corp 按市值排列的前幾大持股為： 1. Nvidia CORP (NVDA) — US$2.2億 (4.2%) 2. Apple INC (AAPL) — US$2.2億 (4.1%) 3. Microsoft CORP (MSFT) — US$1.7億 (3.3%) 4. Ishares Core S&p 500 ETF (IVV) — US$1.7億 (3.2%) 5. Ishares Core S&p Midcap ETF (IJH) — US$1.6億 (3.0%)
Atlantic Union Bankshares Corp 在最新一期 13F 申報中做了哪些操作？
在最新申報季度中，Atlantic Union Bankshares Corp 共進行了 50 項顯著調整：新建倉 1 個部位、加碼 22 個既有持股、減碼 26 個部位，並完全清倉 1 個持股。 其中幅度最大的異動：清倉: Astrazeneca Plc-spons Adr (AZNN); 新建倉: AstraZeneca PLC (AZN); 加碼: Microsoft CORP (MSFT) — 股數 +3.21%; 加碼: Jpmorgan Equity Premium Inco (JEPI) — 股數 +25.82%; 減碼: Apple INC (AAPL) — 股數 -1.66%
Atlantic Union Bankshares Corp 主要集中投資哪些產業板塊？
根據目前已申報的股票投資組合，Atlantic Union Bankshares Corp 的主要板塊分佈如下： • Information Technology: 32.0% • Financials: 15.8% • Industrials: 10.1% • Consumer Discretionary: 9.9% • Health Care: 9.9% • Communication Services: 9.3%