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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 108 项
建仓 4
增持 40
减持 54
清仓 10
方向
标的
Δ市值
现股数(环比)
增持
DFUV
DIMENSIONAL ETF TRUST
+$27.9M
597,541
+2163%
减持
SCHD
SCHWAB STRATEGIC TR
-$25.6M
89,623
-91%
建仓
VTIP
VANGUARD MALVERN FDS
+$13.7M
277,475
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。
减持
VTI
VANGUARD INDEX FDS
+$10.5M
763,829
-0%
减持
AVSF
AMERICAN CENTY ETF TR
-$9.9M
1,342,598
-13%
增持
DFIV
DIMENSIONAL ETF TRUST
+$5.7M
851,719
+1%
增持
BND
VANGUARD BD INDEX FDS
+$5.2M
1,711,886
+4%
减持
VXUS
VANGUARD STAR FDS
+$4.1M
1,016,907
-3%
减持
VEU
VANGUARD INTL EQUITY INDEX F
+$3.9M
647,314
-0%
增持
AVIG
AMERICAN CENTY ETF TR
+$3.0M
1,474,290
+5%
增持
BIV
VANGUARD BD INDEX FDS
+$2.0M
599,613
+5%
减持
AVLV
AMERICAN CENTY ETF TR
+$1.7M
410,597
-4%
增持
VCRM
VANGUARD MUN BD FDS
+$976.4K
89,701
+16%
减持
IVV
ISHARES TR
+$944.6K
47,853
-1%
减持
MGC
VANGUARD WORLD FD
+$909.4K
201,637
-2%
增持
VBIL
VANGUARD INSTL INDEX FD
+$866.7K
14,509
+377%
清仓
BRK/A
BERKSHIRE HATHAWAY INC DEL
-$754.2K
0
-100%
减持
VBR
VANGUARD INDEX FDS
+$753.8K
137,820
-5%
减持
IAU
ISHARES GOLD TR
+$667.8K
30,161
-0%
减持
IXUS
ISHARES TR
+$638.9K
148,922
-3%
清仓
VUG
VANGUARD INDEX FDS
-$526.4K
0
-100%
减持
VV
VANGUARD INDEX FDS
+$449.6K
70,302
-2%
减持
AAPL
APPLE INC
-$371.3K
12,554
-11%
清仓
ORCL
ORACLE CORP
-$331.5K
0
-100%
建仓
LLY
ELI LILLY & CO
+$295.1K
278
清仓
TRV
TRAVELERS COMPANIES INC
-$292.1K
0
-100%
清仓
YUM
YUM BRANDS INC
-$289.9K
0
-100%
增持
—
EXXON MOBIL CORP
+$286.6K
10,300
+5%
减持
PM
PHILIP MORRIS INTL INC
+$283.6K
26,077
-2%
增持
GOOGL
ALPHABET INC
+$264.1K
2,719
+3%
增持
ELV
ELEVANCE HEALTH INC FORMERLY
+$262.0K
2,125
+27%
清仓
CSCO
CISCO SYS INC
-$252.9K
0
-100%
增持
CAT
CATERPILLAR INC
+$240.6K
1,064
+16%
清仓
ABT
ABBOTT LABS
-$237.0K
0
-100%
清仓
BA
BOEING CO
-$227.9K
0
-100%
清仓
RTX
RTX CORPORATION
-$226.9K
0
-100%
减持
D
DOMINION ENERGY INC
-$216.2K
26,839
-10%
建仓
AVDE
AMERICAN CENTY ETF TR
+$203.1K
2,333
建仓
EMR
EMERSON ELEC CO
+$202.5K
1,358
清仓
T
AT&T INC
-$202.2K
0
-100%
增持
VTEB
VANGUARD MUN BD FDS
+$174.1K
182,641
+1%
增持
GLD
SPDR GOLD TR
+$170.3K
1,416
+3%
减持
IWD
ISHARES TR
-$169.7K
9,201
-14%
增持
DFNM
DIMENSIONAL ETF TRUST
+$169.5K
93,506
+3%
减持
ABBV
ABBVIE INC
-$161.2K
2,039
-23%
增持
MRK
MERCK & CO INC
+$143.1K
3,869
+19%
增持
MSFT
MICROSOFT CORP
-$135.7K
4,473
+3%
增持
PEP
PEPSICO INC
+$132.9K
2,547
+50%
减持
BAC
BANK AMERICA CORP
-$129.2K
10,995
-19%
增持
AVIV
AMERICAN CENTY ETF TR
+$123.7K
14,027
+1%
增持
MO
ALTRIA GROUP INC
-$115.3K
54,842
+2%
减持
MCD
MCDONALDS CORP
-$110.3K
1,240
-24%
增持
ILF
ISHARES TR
+$109.9K
16,204
+2%
减持
VB
VANGUARD INDEX FDS
-$106.2K
3,301
-17%
减持
SPY
SPDR S&P 500 ETF TR
+$104.2K
4,930
-1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$101.7K
2,157
+15%
减持
QQQ
INVESCO QQQ TR
-$95.6K
569
-24%
增持
DFAS
DIMENSIONAL ETF TRUST
+$86.3K
14,098
+0%
增持
DISV
DIMENSIONAL ETF TRUST
+$78.6K
14,799
+1%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$72.2K
5,690
-1%
减持
GOOG
ALPHABET INC
+$71.8K
1,236
-12%
减持
PG
PROCTER AND GAMBLE CO
-$68.4K
2,122
-15%
减持
NDAQ
NASDAQ INC
+$63.0K
7,032
-2%
减持
JNJ
JOHNSON & JOHNSON
+$62.8K
4,694
-11%
减持
VT
VANGUARD INTL EQUITY INDEX F
-$62.0K
16,277
-8%
增持
DFAX
DIMENSIONAL ETF TRUST
+$56.4K
16,380
+0%
增持
NSC
NORFOLK SOUTHN CORP
+$54.4K
2,270
+14%
增持
GUNR
FLEXSHARES TR
+$50.8K
6,550
+1%
减持
MCK
MCKESSON CORP
-$48.1K
524
-16%
减持
META
META PLATFORMS INC
-$48.0K
751
-0%
增持
VDE
VANGUARD WORLD FD
+$47.5K
3,424
+1%
减持
COF
CAPITAL ONE FINL CORP
-$45.8K
2,193
-12%
减持
WMT
WALMART INC
+$44.0K
3,214
-1%
增持
VGT
VANGUARD WORLD FD
+$43.2K
346
+17%
减持
IWF
ISHARES TR
-$42.9K
2,257
-4%
减持
MMS
MAXIMUS INC
-$42.3K
2,248
-22%
减持
VZ
VERIZON COMMUNICATIONS INC
-$42.2K
8,141
-2%
减持
KO
COCA COLA CO
-$41.4K
3,993
-20%
增持
HD
HOME DEPOT INC
+$39.5K
1,143
+15%
减持
VTHR
VANGUARD SCOTTSDALE FDS
-$39.4K
7,834
-6%
减持
PFE
PFIZER INC
-$35.9K
8,992
-15%
减持
AMZN
AMAZON COM INC
+$31.3K
2,429
-3%
减持
IJH
ISHARES TR
+$29.8K
57,942
-6%
减持
DFAT
DIMENSIONAL ETF TRUST
+$29.1K
5,678
-0%
增持
VTV
VANGUARD INDEX FDS
+$28.5K
2,391
+0%
增持
NVDA
NVIDIA CORPORATION
+$24.7K
2,730
+5%
减持
DVY
ISHARES TR
-$23.7K
54,194
-5%
增持
MDLZ
MONDELEZ INTL INC
+$19.6K
5,621
+14%
减持
CVX
CHEVRON CORP NEW
+$18.2K
1,630
-1%
增持
DUK
DUKE ENERGY CORP NEW
-$17.2K
3,519
+0%
减持
AVGO
BROADCOM INC
-$14.5K
1,110
-2%
减持
GWW
WW GRAINGER INC
+$14.3K
1,082
-8%
增持
HON
HONEYWELL INTL INC
+$12.0K
1,121
+0%
增持
WFC
WELLS FARGO CO NEW
+$11.5K
2,667
+0%
减持
KMX
CARMAX INC
-$10.6K
4,696
-5%
减持
AEP
AMERICAN ELEC PWR CO INC
-$10.5K
2,147
-8%
减持
VO
VANGUARD INDEX FDS
-$10.3K
28,720
-2%
增持
V
VISA INC
+$9.8K
725
+8%
增持
JPM
JPMORGAN CHASE & CO.
-$9.5K
2,919
+4%
增持
DFCF
DIMENSIONAL ETF TRUST
+$9.4K
42,591
+1%
减持
VUSB
VANGUARD BD INDEX FDS
-$7.9K
26,955
-1%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$6.9K
30,534
-0%
减持
LOW
LOWES COS INC
+$4.5K
3,152
-9%
减持
GEV
GE VERNOVA INC
+$4.2K
480
-6%
增持
HIG
HARTFORD INSURANCE GROUP INC
-$3.3K
1,775
+1%
减持
DFUS
DIMENSIONAL ETF TRUST
-$2.8K
5,177
-5%
减持
COST
COSTCO WHSL CORP NEW
-$447
315
-5%
增持
DFSD
DIMENSIONAL ETF TRUST
+$85
7,370
+0%
