13F 机构持仓

Verus Financial Partners, Inc.

RICHMOND VA · SEC CIK 0001481714

2026Q22026Q1 更早 9 个季度 🔒
$11.69亿2026Q2 申报市值
127持仓数
76.6%前十大占比 · 第一大 24.8%
8 / 3新建仓 / 清仓
申报市值走势$11.69亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

VTI 24.8%
BND 11.5%
VXUS 7.5%
AVIG 5.5%
AVSF 5.4%
MGC 4.7%
BIV 4.6%
VEU 4.6%
DFIV 4.0%
DFUV 3.9%

2026Q2 买入最多 按季末市值估算

DFUV 加仓+$452.04万
VTI 加仓+$384.14万
BND 加仓+$340.24万
BIV 加仓+$268.33万
VCRM 加仓+$163.81万

2026Q2 卖出最多 按季末市值估算

AVLV 减仓-$544.20万
VBR 减仓-$56.15万
CAT 减仓-$37.73万
MCD 清仓-$37.51万
DFCF 减仓-$33.05万

2026Q2 持仓明细 点表头排序 · 每页 100 行

导出 CSV 🔒
代码名称市值 ▲占比股数变动股数变动估算买卖额操作
MCD MCDONALDS CORP $00.00%0 -1,222-100.0% -$37.51万 清仓
— HONEYWELL INTL INC $00.00%0 -1,121-100.0% -$25.71万 清仓
RKT ROCKET COS INC $00.00%0 -10,214-100.0% -$16.10万 清仓
UAL UNITED AIRLS HLDGS INC $20.40万0.02%1,500 1,500— $20.40万 新建仓
XBIL RBB FD INC $20.50万0.02%4,100 00.0% — 不变
CAH CARDINAL HEALTH INC $20.57万0.02%866 866— $20.57万 新建仓
PANW PALO ALTO NETWORKS INC $20.67万0.02%606 606— $20.67万 新建仓
UNH UNITEDHEALTH GROUP INC $21.01万0.02%505 505— $21.01万 新建仓
AVDE AMERICAN CENTY ETF TR $21.11万0.02%2,366 301.3% $2,677 加仓
TSM TAIWAN SEMICONDUCTOR MANUFAC $21.59万0.02%452 452— $21.59万 新建仓
LRCX LAM RESEARCH CORP $21.67万0.02%500 500— $21.67万 新建仓
PFE PFIZER INC $21.70万0.02%9,013 210.2% $506 加仓
CSX CSX CORP $23.46万0.02%4,936 00.0% — 不变
HIG HARTFORD INSURANCE GROUP INC $23.61万0.02%1,782 00.0% — 不变
HWM HOWMET AEROSPACE INC $24.63万0.02%916 00.0% — 不变
MPC MARATHON PETE CORP $24.75万0.02%968 00.0% — 不变
KMX CARMAX INC $24.84万0.02%4,696 00.0% — 重新持有
WDC WESTERN DIGITAL CORP $24.85万0.02%389 389— $24.85万 新建仓
V VISA INC $24.87万0.02%725 -467-39.2% -$16.02万 减仓
UDR UDR INC $25.55万0.02%6,400 00.0% — 不变
INDA ISHARES TR $25.68万0.02%5,199 00.0% — 不变
CIEN CIENA CORP $26.00万0.02%530 00.0% — 不变
PG PROCTER & GAMBLE CO $26.38万0.02%1,799 -298-14.2% -$4.37万 减仓
WFC WELLS FARGO & CO $27.94万0.02%3,381 40.1% $331 加仓
IBIT ISHARES BITCOIN TRUST ETF $28.62万0.02%8,597 00.0% — 不变
YUM YUM BRANDS INC $29.03万0.02%1,816 56044.6% $8.95万 加仓
AEP AMERICAN ELEC PWR CO INC $29.40万0.03%2,149 10.0% $137 加仓
COST COSTCO WHOLESALE CORPORATION $29.57万0.03%316 10.3% $936 加仓
CVX CHEVRON CORPORATION $30.75万0.03%1,855 -72-3.7% -$1.19万 减仓
KO COCA COLA CO $31.72万0.03%3,903 -90-2.3% -$7,314 减仓
GUNR FLEXSHARES TR $32.63万0.03%6,620 460.7% $2,267 加仓
VZ VERIZON COMMUNICATIONS INC $32.84万0.03%7,757 80.1% $339 加仓
— AMERICAN CENTY ETF TR $33.06万0.03%4,447 00.0% — 不变
VGT VANGUARD WORLD FD $33.10万0.03%2,770 20.1% $239 加仓
PEP PEPSICO INC $34.53万0.03%2,550 30.1% $406 加仓
DFSD DIMENSIONAL ETF TRUST $35.30万0.03%7,392 170.2% $812 加仓
PPLT ABRDN PLATINUM ETF TRUST $35.33万0.03%25,000 00.0% — 不变
MDLZ MONDELEZ INTL INC $36.38万0.03%6,289 66411.8% $3.84万 加仓
WMT WALMART INC $36.62万0.03%3,233 170.5% $1,925 加仓
LLY ELI LILLY & CO $37.74万0.03%315 20.6% $2,396 加仓
MCK MCKESSON CORP $38.08万0.03%504 -20-3.8% -$1.51万 减仓
INTC INTEL CORP $39.57万0.03%2,834 2,834— $39.57万 新建仓
— DIMENSIONAL ETF TRUST $39.69万0.03%5,678 00.0% — 不变
WTV WISDOMTREE TR $39.85万0.03%3,918 00.0% — 不变
QQQ INVESCO QQQ TR $40.72万0.03%553 -13-2.3% -$9,573 减仓
HD HOME DEPOT INC $40.73万0.03%1,155 60.5% $2,116 加仓
DUK DUKE ENERGY CORP NEW $40.77万0.03%3,221 -300-8.5% -$3.80万 减仓
DFUS DIMENSIONAL ETF TRUST $41.06万0.04%5,011 50.1% $410 加仓
COF CAPITAL ONE FINL CORP $43.16万0.04%2,151 -44-2.0% -$8,829 减仓
GOOG ALPHABET INC $43.74万0.04%1,238 191.6% $6,713 加仓
VBK VANGUARD INDEX FDS $44.51万0.04%1,217 00.0% — 不变
GLW CORNING INC $45.09万0.04%1,765 20.1% $511 加仓
AVXC AMERICAN CENTY ETF TR $48.40万0.04%5,651 00.0% — 不变
MRK MERCK & CO INC $49.82万0.04%3,877 70.2% $899 加仓
GLD SPDR GOLD TR $50.54万0.04%1,372 00.0% — 不变
ABBV ABBVIE INC $50.65万0.04%2,013 50.2% $1,258 加仓
VDE VANGUARD WORLD FD $52.05万0.04%3,467 240.7% $3,603 加仓
VTV VANGUARD INDEX FDS $52.15万0.04%2,393 10.0% $218 加仓
GEV GE VERNOVA INC $52.40万0.04%446 -34-7.1% -$3.99万 减仓
FBTC FIDELITY WISE ORIGIN BITCOIN $53.33万0.05%10,447 00.0% — 不变
AVGO BROADCOM INC $54.28万0.05%1,437 130.9% $4,911 加仓
TJX TJX COS INC NEW $54.93万0.05%3,626 00.0% — 不变
MU MICRON TECHNOLOGY INC $54.94万0.05%476 00.0% — 不变
ILF ISHARES TR $55.26万0.05%16,374 1701.0% $5,737 加仓
NDAQ NASDAQ INC $55.43万0.05%7,032 00.0% — 不变
SO SOUTHERN CO $56.03万0.05%5,854 -96-1.6% -$9,189 减仓
DFAX DIMENSIONAL ETF TRUST $59.96万0.05%16,277 -107-0.7% -$3,942 减仓
DISV DIMENSIONAL ETF TRUST $60.29万0.05%15,024 2191.5% $8,788 加仓
META META PLATFORMS INC $60.55万0.05%1,075 00.0% — 不变
BAC BANK OF AMER CORP $62.70万0.05%11,003 80.1% $456 加仓
LOW LOWES COS INC $65.56万0.06%2,973 -14-0.5% -$3,087 减仓
NSC NORFOLK SOUTHN CORP $69.22万0.06%2,200 -38-1.7% -$1.20万 减仓
CAT CATERPILLAR INC $69.91万0.06%656 -354-35.0% -$37.73万 减仓
GE GE AEROSPACE $73.28万0.06%1,961 -134-6.4% -$5.01万 减仓
ELV ELEVANCE HEALTH INC FORMERLY $76.44万0.07%1,977 -148-7.0% -$5.72万 减仓
AMZN AMAZON COM INC $83.13万0.07%3,488 280.8% $6,674 加仓
NVDA NVIDIA CORPORATION $85.91万0.07%4,293 691.6% $1.38万 加仓
BDN BRANDYWINE RLTY TR $86.36万0.07%272,417 11,7234.5% $3.72万 加仓
QCOM QUALCOMM INC $87.53万0.07%4,737 -161-3.3% -$2.98万 减仓
VB VANGUARD INDEX FDS $95.71万0.08%3,158 -56-1.7% -$1.70万 减仓
JPM JPMORGAN CHASE & CO $97.93万0.08%2,992 -39-1.3% -$1.28万 减仓
VBIL VANGUARD INSTL INDEX FD $99.17万0.08%13,103 -39-0.3% -$2,952 减仓
BRK/B BERKSHIRE HATHAWAY INC DEL $106.08万0.09%2,120 00.0% — 不变
AVIV AMERICAN CENTY ETF TR $109.96万0.09%14,204 1591.1% $1.23万 加仓
IWF ISHARES TR $111.60万0.10%8,988 -40-0.4% -$4,967 减仓
JNJ JOHNSON & JOHNSON $113.10万0.10%4,453 -468-9.5% -$11.89万 减仓
— DIMENSIONAL ETF TRUST $116.70万0.10%14,173 420.3% $3,458 加仓
GOOGL ALPHABET INC $120.83万0.10%3,381 140.4% $5,003 加仓
— EXXON MOBIL CORP $131.18万0.11%9,595 -708-6.9% -$9.68万 减仓
GWW WW GRAINGER INC $132.55万0.11%974 20.2% $2,722 加仓
VUSB VANGUARD BD INDEX FDS $134.59万0.12%27,038 -210-0.8% -$1.05万 减仓
VGSH VANGUARD SCOTTSDALE FDS $137.69万0.12%23,659 -3,031-11.4% -$17.64万 减仓
DFCF DIMENSIONAL ETF TRUST $144.94万0.12%34,339 -7,829-18.6% -$33.05万 减仓
IBM INTERNATIONAL BUSINESS MACHS $160.01万0.14%5,690 00.0% — 不变
HCA HCA HEALTHCARE INC $185.98万0.16%4,770 00.0% — 不变
D DOMINION ENERGY INC $193.51万0.17%28,336 1,4975.6% $10.22万 加仓
MSFT MICROSOFT CORP $205.07万0.18%5,498 51910.4% $19.36万 加仓
SCHD SCHWAB STRATEGIC TR $215.06万0.18%67,820 -5,934-8.0% -$18.82万 减仓
IWD ISHARES TR $223.10万0.19%9,203 10.0% $242 加仓
IAU ISHARES GOLD TR $227.75万0.19%30,161 00.0% — 不变