Gratus Wealth Advisors, LLC 13F 持仓 · 2026年Q2
Gratus Wealth Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 138 只证券，申报市值合计 7.86 亿美元。前几大持仓：DGRO（11.99%）、MGK（9.15%）、XSMO（6.29%）。本季前 25 大持仓中：增持 16 只、减持 7 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | DGRO | ISHARES TR | $94.2M | 11.99% | 1.2M | 增持 |
| 2 | MGK | VANGUARD WORLD FD | $71.9M | 9.15% | 817,879 | 增持 |
| 3 | XSMO | INVESCO EXCHANGE TRADED FD T | $49.4M | 6.29% | 527,440 | 增持 |
| 4 | QQQ | INVESCO QQQ TR | $47.9M | 6.10% | 65,061 | 增持 |
| 5 | XLK | SELECT SECTOR SPDR TR | $37.6M | 4.79% | 197,532 | 减持 |
| 6 | IBDR | ISHARES TR | $37.0M | 4.71% | 1.5M | 增持 |
| 7 | IBDS | ISHARES TR | $36.4M | 4.63% | 1.5M | 增持 |
| 8 | IBDU | ISHARES TR | $35.9M | 4.57% | 1.6M | 增持 |
| 9 | IBDV | ISHARES TR | $35.8M | 4.55% | 1.6M | 增持 |
| 10 | IBDT | ISHARES TR | $35.6M | 4.53% | 1.4M | 增持 |
| 11 | VGT | VANGUARD WORLD FD | $32.4M | 4.13% | 271,486 | 增持 |
| 12 | IDMO | INVESCO EXCH TRADED FD TR II | $28.4M | 3.61% | 470,420 | 增持 |
| 13 | VO | VANGUARD INDEX FDS | $25.7M | 3.27% | 318,404 | 增持 |
| 14 | FTCS | FIRST TR EXCHANGE-TRADED FD | $21.6M | 2.75% | 229,654 | 增持 |
| 15 | GSLC | GOLDMAN SACHS ETF TR | $18.4M | 2.34% | 129,721 | 增持 |
| 16 | QQEW | FIRST TR EXCHANGE-TRADED FD | $17.2M | 2.19% | 107,823 | 增持 |
| 17 | NVDA | NVIDIA CORPORATION | $11.4M | 1.45% | 56,898 | 减持 |
| 18 | GOOG | ALPHABET INC | $10.4M | 1.32% | 29,356 | 减持 |
| 19 | AAPL | APPLE INC | $9.8M | 1.25% | 33,849 | 减持 |
| 20 | MSFT | MICROSOFT CORP | $6.0M | 0.77% | 16,172 | 增持 |
| 21 | SPY | STATE STR SPDR S&P 500 ETF T | $5.8M | 0.74% | 7,821 | 持平 |
| 22 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $5.7M | 0.73% | 12,028 | 减持 |
| 23 | MRVL | MARVELL TECHNOLOGY INC | $4.9M | 0.62% | 16,462 | 减持 |
| 24 | BRKB | BERKSHIRE HATHAWAY INC DEL | $4.6M | 0.58% | 9,134 | 减持 |
| 25 | VIG | VANGUARD SPECIALIZED FUNDS | $4.0M | 0.51% | 16,917 | 持平 |
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