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Verus Financial Partners, Inc. 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Verus Financial Partners, Inc.
报告期 2026-03-31 · CIK 0001481714
持仓数
121
前50大市值合计
$1.08B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 106 项
建仓 12
增持 45
减持 47
清仓 2
方向
标的
Δ市值
现股数(环比)
增持
VTI
VANGUARD INDEX FDS
+$16.8M
764,057
+0%
增持
BND
VANGUARD BD INDEX FDS
+$6.0M
1,641,680
+3%
减持
MGC
VANGUARD WORLD FD
+$3.1M
205,883
-1%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
AVIG
AMERICAN CENTY ETF TR
+$3.0M
1,400,955
+3%
增持
AVSF
AMERICAN CENTY ETF TR
+$2.8M
1,549,482
+3%
减持
VXUS
VANGUARD STAR FDS
+$2.4M
1,049,453
-2%
减持
VEU
VANGUARD INTL EQUITY INDEX F
+$2.3M
650,332
-0%
建仓
IAU
ISHARES GOLD TR
+$2.2M
30,272
增持
AVLV
AMERICAN CENTY ETF TR
+$2.1M
429,520
+3%
增持
BIV
VANGUARD BD INDEX FDS
+$1.9M
572,671
+3%
减持
DFIV
DIMENSIONAL ETF TRUST
+$1.8M
844,896
-1%
减持
IVV
ISHARES TR
+$1.8M
48,343
-1%
减持
VV
VANGUARD INDEX FDS
+$1.3M
71,456
-0%
增持
VCRM
VANGUARD MUN BD FDS
+$835.5K
77,596
+14%
建仓
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$754.2K
1
增持
D
DOMINION ENERGY INC
+$728.7K
29,965
+55%
减持
IXUS
ISHARES TR
+$563.6K
153,828
-1%
增持
MSFT
MICROSOFT CORP
+$552.7K
4,323
+29%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$525.2K
17,676
+20%
减持
AAPL
APPLE INC
+$510.1K
14,050
-3%
增持
SCHD
SCHWAB STRATEGIC TR
+$494.7K
1,034,362
+2%
建仓
GLD
SPDR GOLD TR
+$487.7K
1,372
增持
MO
ALTRIA GROUP INC
+$481.5K
54,030
+1%
建仓
PPLT
ABRDN PLATINUM ETF TRUST
+$357.2K
2,500
建仓
ORCL
ORACLE CORP
+$331.5K
1,179
增持
JNJ
JOHNSON & JOHNSON
+$325.6K
5,269
+26%
减持
VBR
VANGUARD INDEX FDS
+$313.4K
144,562
-3%
建仓
TRV
TRAVELERS COMPANIES INC
+$292.1K
1,046
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$267.0K
5,720
-12%
建仓
CSCO
CISCO SYS INC
+$252.9K
3,696
清仓
CMCSA
COMCAST CORP NEW
-$242.1K
0
-100%
增持
VOO
VANGUARD INDEX FDS
+$230.7K
4,964
+1%
建仓
VBIL
VANGUARD INSTL INDEX FD
+$230.1K
3,043
建仓
BA
BOEING CO
+$227.9K
1,056
建仓
RTX
RTX CORPORATION
+$226.9K
1,356
建仓
VGT
VANGUARD WORLD FD
+$220.2K
295
减持
KMX
CARMAX INC
-$212.0K
4,961
-23%
增持
BAC
BANK AMERICA CORP
+$204.9K
13,591
+28%
建仓
T
AT&T INC
+$202.2K
7,159
清仓
ADP
AUTOMATIC DATA PROCESSING IN
-$200.2K
0
-100%
增持
MCD
MCDONALDS CORP
+$193.7K
1,640
+58%
增持
GE
GE AEROSPACE
+$173.0K
2,095
+15%
减持
GOOGL
ALPHABET INC
+$163.2K
2,641
-3%
减持
DVY
ISHARES TR
+$160.9K
56,970
-2%
增持
ILF
ISHARES TR
+$148.4K
15,893
+33%
减持
VTHR
VANGUARD SCOTTSDALE FDS
+$135.9K
8,292
-1%
减持
VO
VANGUARD INDEX FDS
+$134.7K
29,343
-2%
减持
VTEB
VANGUARD MUN BD FDS
+$122.4K
180,878
-1%
减持
SPY
SPDR S&P 500 ETF TR
+$118.6K
4,971
-3%
减持
QQQ
INVESCO QQQ TR
-$110.8K
752
-26%
增持
ABBV
ABBVIE INC
+$109.0K
2,641
+0%
减持
DFNM
DIMENSIONAL ETF TRUST
-$103.7K
90,861
-3%
增持
GOOG
ALPHABET INC
+$100.1K
1,398
+3%
减持
MCK
MCKESSON CORP
-$93.2K
623
-21%
减持
LOW
LOWES COS INC
+$87.3K
3,467
-0%
增持
NSC
NORFOLK SOUTHN CORP
+$81.4K
1,997
+0%
增持
IWD
ISHARES TR
+$78.9K
10,735
+0%
减持
BDN
BRANDYWINE RLTY TR
-$77.9K
253,349
-7%
增持
GEV
GE VERNOVA INC
+$76.5K
513
+15%
增持
TJX
TJX COS INC NEW
+$69.3K
3,626
+0%
增持
NVDA
NVIDIA CORPORATION
+$63.2K
2,596
+0%
增持
KO
COCA COLA CO
+$53.7K
4,993
+25%
增持
DFUV
DIMENSIONAL ETF TRUST
+$51.1K
26,409
+0%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$46.5K
1,872
+0%
减持
PG
PROCTER AND GAMBLE CO
-$43.2K
2,509
-8%
增持
DFAS
DIMENSIONAL ETF TRUST
+$41.1K
14,059
+0%
增持
AEP
AMERICAN ELEC PWR CO INC
+$39.3K
2,346
+9%
减持
VUG
VANGUARD INDEX FDS
+$38.8K
1,097
-0%
增持
ELV
ELEVANCE HEALTH INC FORMERLY
-$38.4K
1,668
+0%
增持
PM
PHILIP MORRIS INTL INC
-$37.2K
26,509
+9%
增持
DISV
DIMENSIONAL ETF TRUST
+$35.9K
14,703
+0%
减持
HON
HONEYWELL INTL INC
-$33.0K
1,120
-1%
减持
VUSB
VANGUARD BD INDEX FDS
-$32.5K
27,104
-3%
增持
PFE
PFIZER INC
+$31.2K
10,544
+13%
减持
V
VISA INC
-$28.8K
669
-7%
减持
HCA
HCA HEALTHCARE INC
+$27.2K
4,770
-10%
减持
HD
HOME DEPOT INC
-$26.4K
993
-14%
增持
DFUS
DIMENSIONAL ETF TRUST
+$25.7K
5,436
+0%
减持
JPM
JPMORGAN CHASE & CO.
+$23.5K
2,816
-8%
减持
IJH
ISHARES TR
+$22.0K
61,348
-2%
增持
UDR
UDR INC
-$21.0K
6,400
+0%
减持
DFAT
DIMENSIONAL ETF TRUST
-$21.0K
5,681
-9%
增持
GUNR
FLEXSHARES TR
+$20.8K
6,505
+1%
减持
MMS
MAXIMUS INC
+$20.5K
2,890
-15%
减持
VTV
VANGUARD INDEX FDS
+$19.5K
2,389
-0%
减持
DUK
DUKE ENERGY CORP NEW
+$19.5K
3,517
-1%
减持
DFAX
DIMENSIONAL ETF TRUST
+$18.3K
16,364
-2%
减持
WMT
WALMART INC
+$18.0K
3,241
-1%
减持
MRK
MERCK & CO INC
-$18.0K
3,246
-6%
增持
MDLZ
MONDELEZ INTL INC
-$17.9K
4,952
+1%
增持
COF
CAPITAL ONE FINL CORP
+$16.4K
2,487
+6%
增持
—
EXXON MOBIL CORP
+$15.4K
9,776
+2%
减持
VB
VANGUARD INDEX FDS
+$12.5K
3,975
-3%
增持
AMZN
AMAZON COM INC
+$12.2K
2,495
+4%
增持
VDE
VANGUARD WORLD FD
+$11.5K
3,396
+1%
减持
VZ
VERIZON COMMUNICATIONS INC
+$9.9K
8,299
-0%
减持
META
META PLATFORMS INC
-$8.3K
753
-2%
减持
DFCF
DIMENSIONAL ETF TRUST
-$8.2K
42,282
-2%
减持
VGSH
VANGUARD SCOTTSDALE FDS
+$6.8K
30,610
-0%
增持
WFC
WELLS FARGO CO NEW
+$5.7K
2,664
+0%
减持
PEP
PEPSICO INC
-$3.3K
1,700
-6%
增持
DFSD
DIMENSIONAL ETF TRUST
+$2.3K
7,346
+0%
增持
COST
COSTCO WHSL CORP NEW
-$2.1K
333
+5%
减持
CVX
CHEVRON CORP NEW
-$1.9K
1,641
-2%
减持
IBIT
ISHARES BITCOIN TRUST ETF
-$1.7K
8,897
-2%
减持
ABT
ABBOTT LABS
-$325
1,769
-1%
