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Verum Partners LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Verum Partners LLC
报告期 2026-03-31 · CIK 0001958984
持仓数
176
前50大市值合计
$454.1M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 136 项
建仓 12
增持 36
减持 86
清仓 2
方向
标的
Δ市值
现股数(环比)
增持
GOVT
ISHARES TR
+$11.2M
826,300
+131%
增持
—
NORTHERN LTS FD TR III
+$6.1M
336,285
+179%
减持
KO
COCA COLA CO
-$2.9M
61,750
-47%
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
FNDX
SCHWAB STRATEGIC TR
+$2.4M
114,044
+38%
增持
VOO
VANGUARD INDEX FDS
+$2.1M
19,050
+20%
增持
FNDF
SCHWAB STRATEGIC TR
+$1.8M
262,318
+17%
建仓
QLTY
2023 ETF SERIES TRUST II
+$1.5M
55,752
增持
FNDA
SCHWAB STRATEGIC TR
+$1.5M
72,955
+38%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$1.3M
105,448
-19%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$976.7K
106,706
+13%
减持
IJR
ISHARES TR
+$926.9K
90,738
-4%
增持
VB
VANGUARD INDEX FDS
+$791.0K
13,277
+23%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$686.2K
22,265
-31%
减持
VOOV
VANGUARD ADMIRAL FDS INC
-$668.5K
11,712
-34%
增持
SPY
SPDR S&P 500 ETF TR
+$548.8K
5,482
+14%
增持
SCHX
SCHWAB STRATEGIC TR
+$546.5K
32,908
+27%
减持
AAPL
APPLE INC
+$476.5K
23,788
-1%
减持
MSFT
MICROSOFT CORP
+$454.7K
7,661
-0%
减持
ICSH
ISHARES TR
-$443.2K
64,079
-12%
建仓
VO
VANGUARD INDEX FDS
+$388.4K
1,670
减持
BSV
VANGUARD BD INDEX FDS
-$369.8K
42,451
-12%
减持
SPHQ
INVESCO EXCHANGE TRADED FD T
-$348.1K
108,746
-13%
增持
XLK
SELECT SECTOR SPDR TR
+$280.4K
9,741
+0%
减持
IWF
ISHARES TR
+$274.1K
14,738
-7%
建仓
QCOM
QUALCOMM INC
+$271.9K
1,880
减持
VOOG
VANGUARD ADMIRAL FDS INC
-$262.3K
19,482
-13%
减持
VIOO
VANGUARD ADMIRAL FDS INC
+$260.0K
26,850
-2%
减持
AMZN
AMAZON COM INC
+$259.6K
14,207
-5%
减持
SCHD
SCHWAB STRATEGIC TR
-$251.4K
42,529
-14%
增持
VZ
VERIZON COMMUNICATIONS INC
+$251.2K
15,142
+54%
清仓
PWB
INVESCO EXCHANGE TRADED FD T
-$247.5K
0
-100%
减持
IWD
ISHARES TR
-$231.0K
17,709
-15%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$228.3K
52,617
-6%
建仓
META
META PLATFORMS INC
+$221.9K
627
建仓
VLO
VALERO ENERGY CORP
+$220.5K
1,696
建仓
—
LEGG MASON ETF INVT
+$218.6K
10,570
建仓
VCRB
VANGUARD MALVERN FDS
+$213.4K
2,760
建仓
BA
BOEING CO
+$212.6K
815
建仓
RPG
INVESCO EXCHANGE TRADED FD T
+$207.3K
6,424
建仓
ITOT
ISHARES TR
+$205.4K
1,952
减持
IWB
ISHARES TR
-$204.0K
1,713
-38%
清仓
AOM
ISHARES TR
-$203.4K
0
-100%
增持
VTI
VANGUARD INDEX FDS
+$198.6K
2,096
+49%
增持
JPM
JPMORGAN CHASE & CO
+$197.9K
5,952
+6%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$167.3K
358,183
-1%
减持
IGSB
ISHARES TR
-$159.9K
17,631
-17%
减持
VONG
VANGUARD SCOTTSDALE FDS
-$146.9K
27,302
-18%
增持
WFC
WELLS FARGO CO NEW
+$127.0K
10,373
+10%
减持
AVGO
BROADCOM INC
+$124.5K
712
-12%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$124.4K
1,917
-19%
减持
DFEV
DIMENSIONAL ETF TRUST
+$118.8K
93,113
-1%
减持
PRFZ
INVESCO EXCHANGE TRADED FD T
+$112.1K
26,355
-1%
减持
IJH
ISHARES TR
-$111.7K
1,217
-32%
增持
OEF
ISHARES TR
+$110.4K
4,654
+0%
减持
IWV
ISHARES TR
+$109.8K
5,539
-3%
增持
MCD
MCDONALDS CORP
+$105.7K
1,630
+14%
减持
CSCO
CISCO SYS INC
-$104.0K
4,451
-27%
减持
IVV
ISHARES TR
+$103.6K
30,410
-9%
减持
IWM
ISHARES TR
+$102.2K
5,735
-3%
增持
RTX
RTX CORPORATION
+$101.0K
3,749
+26%
减持
LOW
LOWES COS INC
-$100.7K
7,051
-12%
减持
IEMG
ISHARES INC
-$91.6K
17,544
-15%
增持
SHYG
ISHARES TR
+$90.0K
74,545
+0%
减持
IXUS
ISHARES TR
+$89.2K
32,784
-4%
减持
PRF
INVESCO EXCHANGE TRADED FD T
+$88.2K
46,515
-4%
减持
T
AT&T INC
-$75.3K
12,048
-35%
增持
MMM
3M CO
+$73.1K
2,618
+15%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$73.1K
37,613
+0%
减持
DFIV
DIMENSIONAL ETF TRUST
+$73.0K
59,874
-2%
减持
CVX
CHEVRON CORP NEW
-$72.5K
2,171
-8%
增持
IVW
ISHARES TR
+$69.8K
9,961
+0%
增持
BX
BLACKSTONE INC
+$69.3K
2,892
+0%
减持
—
EXXON MOBIL CORP
-$68.2K
2,254
-10%
减持
DGRW
WISDOMTREE TR
+$67.4K
25,368
-6%
增持
NPO
ENPRO INC
+$67.3K
1,866
+0%
减持
JNJ
JOHNSON & JOHNSON
-$66.8K
4,087
-10%
增持
VXF
VANGUARD INDEX FDS
+$65.9K
2,974
+1%
减持
—
ACCENTURE PLC IRELAND
+$63.9K
1,738
-2%
减持
VV
VANGUARD INDEX FDS
-$63.8K
986
-31%
增持
BND
VANGUARD BD INDEX FDS
+$63.5K
7,334
+8%
减持
PXF
INVESCO EXCH TRADED FD TR II
+$60.3K
66,523
-6%
减持
—
BLACKROCK INC
+$60.3K
396
-2%
减持
QQQ
INVESCO QQQ TR
+$60.0K
1,537
-3%
增持
PG
PROCTER AND GAMBLE CO
+$59.4K
6,070
+7%
减持
NVDA
NVIDIA CORPORATION
+$59.1K
1,465
-4%
减持
TFC
TRUIST FINL CORP
+$55.6K
10,301
-9%
增持
DBMF
LITMAN GREGORY FDS TR
-$55.2K
22,906
+3%
减持
HD
HOME DEPOT INC
+$53.7K
3,653
-9%
增持
SHY
ISHARES TR
+$50.8K
26,116
+1%
减持
BAC
BANK AMERICA CORP
-$49.9K
12,911
-27%
减持
SCHV
SCHWAB STRATEGIC TR
+$49.2K
10,080
-1%
减持
TCHP
T ROWE PRICE ETF INC
+$47.6K
17,539
-4%
增持
CAT
CATERPILLAR INC
+$47.4K
854
+14%
减持
TSLA
TESLA INC
-$45.7K
6,257
-2%
增持
IVOO
VANGUARD ADMIRAL FDS INC
+$44.1K
4,518
+0%
增持
DUK
DUKE ENERGY CORP NEW
+$43.8K
3,831
+3%
减持
BIV
VANGUARD BD INDEX FDS
-$42.9K
14,697
-9%
减持
COST
COSTCO WHSL CORP NEW
+$42.8K
471
-1%
建仓
DHC
DIVERSIFIED HEALTHCARE TR
+$42.6K
11,388
减持
V
VISA INC
+$41.5K
1,489
-1%
减持
VT
VANGUARD INTL EQUITY INDEX F
+$38.5K
4,886
-2%
减持
IEFA
ISHARES TR
+$36.2K
8,988
-3%
减持
VYM
VANGUARD WHITEHALL FDS
+$35.1K
7,773
-4%
减持
IWN
ISHARES TR
+$35.0K
3,144
-6%
减持
ORCL
ORACLE CORP
-$34.1K
1,987
-14%
减持
GOOGL
ALPHABET INC
+$28.6K
4,012
-1%
减持
UNH
UNITEDHEALTH GROUP INC
+$27.9K
1,555
-1%
减持
HON
HONEYWELL INTL INC
+$27.3K
1,380
-3%
减持
PEP
PEPSICO INC
-$25.6K
1,341
-10%
减持
LLY
ELI LILLY & CO
+$25.5K
740
-2%
减持
AMGN
AMGEN INC
+$24.0K
1,296
-0%
增持
HCA
HCA HEALTHCARE INC
+$23.9K
917
+1%
减持
MA
MASTERCARD INCORPORATED
+$23.4K
925
-1%
减持
IDEV
ISHARES TR
-$23.1K
15,886
-10%
减持
—
EATON CORP PLC
+$22.0K
978
-2%
增持
VTEB
VANGUARD MUN BD FDS
+$19.4K
5,924
+1%
减持
SPGP
INVESCO EXCHANGE TRADED FD T
+$18.4K
2,979
-1%
减持
EFA
ISHARES TR
+$14.7K
4,463
-4%
减持
XLI
SELECT SECTOR SPDR TR
-$14.5K
2,704
-15%
减持
VONV
VANGUARD SCOTTSDALE FDS
-$13.4K
31,305
-9%
减持
TJX
TJX COS INC NEW
+$12.8K
3,526
-1%
减持
ABBV
ABBVIE INC
+$12.2K
2,898
-1%
减持
MRK
MERCK & CO INC
-$11.5K
3,048
-9%
建仓
—
QURATE RETAIL INC
+$10.7K
12,203
减持
CMCSA
COMCAST CORP NEW
-$8.7K
5,273
-3%
减持
GAL
SSGA ACTIVE ETF TR
+$8.7K
5,432
-4%
增持
PAYX
PAYCHEX INC
+$8.5K
2,103
+0%
减持
QUAL
ISHARES TR
-$5.3K
2,173
-12%
减持
GOOG
ALPHABET INC
+$4.7K
5,574
-6%
减持
IUSG
ISHARES TR
+$4.6K
3,044
-8%
减持
VUG
VANGUARD INDEX FDS
-$4.4K
1,070
-14%
减持
VTV
VANGUARD INDEX FDS
-$4.2K
13,042
-8%
减持
GE
GENERAL ELECTRIC CO
+$3.4K
2,731
-13%
减持
CI
THE CIGNA GROUP
+$1.5K
741
-4%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$1.3K
4,143
-2%
增持
WMT
WALMART INC
-$146
1,702
+1%
