Verus Wealth Management, LLC 13F 持仓 · 2026年Q2
Verus Wealth Management 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 57 只证券,申报市值合计 1.21 亿美元。前几大持仓:VOO(12.84%)、MUB(10.96%)、VCIT(7.38%)。本季前 25 大持仓中:增持 15 只、减持 8 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $15.6M | 12.84% | 22,686 | 增持 |
| 2 | MUB | ISHARES TR | $13.3M | 10.96% | 123,546 | 减持 |
| 3 | VCIT | VANGUARD SCOTTSDALE FDS | $9.0M | 7.38% | 108,331 | 增持 |
| 4 | BND | VANGUARD BD INDEX FDS | $7.5M | 6.15% | 101,675 | 增持 |
| 5 | VTEB | VANGUARD MUN BD FDS | $5.2M | 4.29% | 102,980 | 增持 |
| 6 | IJR | ISHARES TR | $4.9M | 4.02% | 32,886 | 增持 |
| 7 | AVDE | AMERICAN CENTY ETF TR | $4.9M | 4.00% | 54,437 | 增持 |
| 8 | VONV | VANGUARD SCOTTSDALE FDS | $4.8M | 3.94% | 44,936 | 增持 |
| 9 | AVEM | AMERICAN CENTY ETF TR | $4.5M | 3.72% | 46,832 | 增持 |
| 10 | SPHY | SPDR SERIES TRUST | $4.3M | 3.51% | 181,764 | 增持 |
| 11 | VEA | VANGUARD TAX-MANAGED FDS | $4.1M | 3.40% | 57,857 | 减持 |
| 12 | EMB | ISHARES TR | $3.2M | 2.63% | 33,143 | 增持 |
| 13 | IEMG | ISHARES INC | $2.9M | 2.39% | 35,045 | 减持 |
| 14 | VCSH | VANGUARD SCOTTSDALE FDS | $2.8M | 2.35% | 36,027 | 减持 |
| 15 | SPIB | SPDR SERIES TRUST | $2.5M | 2.07% | 75,182 | 增持 |
| 16 | VONE | VANGUARD SCOTTSDALE FDS | $1.9M | 1.60% | 5,729 | 减持 |
| 17 | VWOB | VANGUARD WHITEHALL FDS | $1.7M | 1.40% | 25,306 | 增持 |
| 18 | AVDV | AMERICAN CENTY ETF TR | $1.7M | 1.37% | 16,160 | 增持 |
| 19 | DFIV | DIMENSIONAL ETF TRUST | $1.7M | 1.37% | 30,809 | 减持 |
| 20 | DFUV | DIMENSIONAL ETF TRUST | $1.6M | 1.35% | 29,765 | 持平 |
| 21 | IWF | ISHARES TR | $1.6M | 1.28% | 12,488 | 增持 |
| 22 | DFAS | DIMENSIONAL ETF TRUST | $1.5M | 1.27% | 18,705 | 减持 |
| 23 | SCHF | SCHWAB STRATEGIC TR | $1.5M | 1.22% | 53,418 | 持平 |
| 24 | NVDA | NVIDIA CORPORATION | $1.4M | 1.15% | 6,991 | 增持 |
| 25 | AAPL | APPLE INC | $1.4M | 1.12% | 4,686 | 减持 |
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