Verus Financial Partners, Inc.
RICHMOND VA · SEC CIK 0001481714
$11.15亿2026Q1 申报市值
121持仓数
76.3%前十大占比 · 第一大 24.0%
8 / 2新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
DFUV 加仓+$776.38万
BIV 加仓+$559.45万
BND 加仓+$524.17万
VTI 加仓+$347.24万
VTEI 新建仓+$291.98万
2026Q1 卖出最多 按季末市值估算
AVLV 减仓-$1,296.43万
DVY 减仓-$128.20万
VBR 减仓-$71.88万
VXUS 减仓-$52.04万
SCHD 减仓-$48.89万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| MO | ALTRIA GROUP INC | $355.54万 | 0.32% | 54,749 | -93 | -0.2% | -$6,039 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $407.05万 | 0.37% | 26,053 | -24 | -0.1% | -$3,750 | 减仓 |
| IJH | ISHARES TR | $407.91万 | 0.37% | 57,058 | -884 | -1.5% | -$6.32万 | 减仓 |
| DFNM | DIMENSIONAL ETF TRUST | $462.83万 | 0.42% | 95,785 | 2,279 | 2.4% | $11.01万 | 加仓 |
| DVY | ISHARES TR | $700.31万 | 0.63% | 45,808 | -8,386 | -15.5% | -$128.20万 | 减仓 |
| VCRM | VANGUARD MUN BD FDS | $738.63万 | 0.66% | 97,483 | 7,782 | 8.7% | $58.96万 | 加仓 |
| VO | VANGUARD INDEX FDS | $854.02万 | 0.77% | 28,208 | -512 | -1.8% | -$15.50万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $925.15万 | 0.83% | 183,963 | 1,322 | 0.7% | $6.65万 | 加仓 |
| IXUS | ISHARES TR | $1,363.27万 | 1.22% | 146,762 | -2,160 | -1.5% | -$20.06万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $1,426.68万 | 1.28% | 284,482 | 7,007 | 2.5% | $35.14万 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $2,177.64万 | 1.95% | 257,373 | -153,224 | -37.3% | -$1,296.43万 | 减仓 |
| VV | VANGUARD INDEX FDS | $2,270.31万 | 2.04% | 70,384 | 82 | 0.1% | $2.64万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $3,073.99万 | 2.76% | 134,671 | -3,149 | -2.3% | -$71.88万 | 减仓 |
| IVV | ISHARES TR | $3,373.04万 | 3.03% | 47,862 | 9 | 0.0% | $6,343 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $3,792.77万 | 3.40% | 751,341 | 153,800 | 25.7% | $776.38万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $4,684.15万 | 4.20% | 846,737 | -4,982 | -0.6% | -$27.56万 | 减仓 |
| MGC | VANGUARD WORLD FD | $5,174.28万 | 4.64% | 201,789 | 152 | 0.1% | $3.90万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $5,183.03万 | 4.65% | 643,775 | -3,539 | -0.5% | -$28.49万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $5,195.66万 | 4.66% | 671,968 | 72,355 | 12.1% | $559.45万 | 加仓 |
| AVSF | AMERICAN CENTY ETF TR | $6,343.94万 | 5.69% | 1,355,906 | 13,308 | 1.0% | $62.26万 | 加仓 |
| AVIG | AMERICAN CENTY ETF TR | $6,384.95万 | 5.73% | 1,531,531 | 57,241 | 3.9% | $238.64万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $8,350.67万 | 7.49% | 1,010,609 | -6,298 | -0.6% | -$52.04万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $1.32亿 | 11.80% | 1,782,940 | 71,054 | 4.2% | $524.17万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $2.68亿 | 24.02% | 773,864 | 10,035 | 1.3% | $347.24万 | 加仓 |