Verus Financial Partners, Inc. 13F 持仓 · 2026年Q2
Verus Financial Partners 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 127 只证券,申报市值合计 11.69 亿美元。前几大持仓:VTI(24.83%)、BND(11.49%)、VXUS(7.50%)。本季前 25 大持仓中:增持 16 只、减持 9 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $290.2M | 24.83% | 784,245 | 增持 |
| 2 | BND | VANGUARD BD INDEX FDS | $134.3M | 11.49% | 1.8M | 增持 |
| 3 | VXUS | VANGUARD STAR FDS | $87.7M | 7.50% | 1.0M | 增持 |
| 4 | AVIG | AMERICAN CENTY ETF TR | $64.4M | 5.51% | 1.6M | 增持 |
| 5 | AVSF | AMERICAN CENTY ETF TR | $63.3M | 5.41% | 1.4M | 增持 |
| 6 | MGC | VANGUARD WORLD FD | $55.1M | 4.72% | 201,543 | 减持 |
| 7 | BIV | VANGUARD BD INDEX FDS | $54.2M | 4.64% | 706,952 | 增持 |
| 8 | VEU | VANGUARD INTL EQUITY INDEX F | $53.8M | 4.61% | 642,970 | 减持 |
| 9 | DFIV | DIMENSIONAL ETF TRUST | $46.5M | 3.98% | 860,998 | 增持 |
| 10 | DFUV | DIMENSIONAL ETF TRUST | $45.9M | 3.92% | 833,515 | 增持 |
| 11 | IVV | ISHARES TR | $35.6M | 3.05% | 47,569 | 减持 |
| 12 | VBR | VANGUARD INDEX FDS | $32.2M | 2.75% | 132,360 | 减持 |
| 13 | VV | VANGUARD INDEX FDS | $24.2M | 2.07% | 70,316 | 减持 |
| 14 | AVLV | AMERICAN CENTY ETF TR | $18.0M | 1.54% | 197,709 | 减持 |
| 15 | VTIP | VANGUARD MALVERN FDS | $14.4M | 1.23% | 286,832 | 增持 |
| 16 | IXUS | ISHARES TR | $14.1M | 1.21% | 147,737 | 增持 |
| 17 | VTEB | VANGUARD MUN BD FDS | $9.3M | 0.80% | 184,834 | 增持 |
| 18 | VCRM | VANGUARD MUN BD FDS | $9.1M | 0.78% | 118,924 | 增持 |
| 19 | VO | VANGUARD INDEX FDS | $9.0M | 0.77% | 112,168 | 增持 |
| 20 | DVY | ISHARES TR | $6.9M | 0.59% | 44,284 | 减持 |
| 21 | DFNM | DIMENSIONAL ETF TRUST | $5.2M | 0.45% | 108,310 | 增持 |
| 22 | PM | PHILIP MORRIS INTL INC | $4.8M | 0.41% | 26,723 | 增持 |
| 23 | IJH | ISHARES TR | $4.4M | 0.37% | 56,758 | 减持 |
| 24 | MO | ALTRIA GROUP INC | $3.9M | 0.34% | 54,706 | 减持 |
| 25 | VTEI | VANGUARD MUN BD FDS | $3.8M | 0.32% | 37,425 | 增持 |
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