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 |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | $2.68亿 | 24.02% | 773,864 | 10,035 | 1.3% | $347.24万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $1.32亿 | 11.80% | 1,782,940 | 71,054 | 4.2% | $524.17万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $8,350.67万 | 7.49% | 1,010,609 | -6,298 | -0.6% | -$52.04万 | 减仓 |
| AVIG | AMERICAN CENTY ETF TR | $6,384.95万 | 5.73% | 1,531,531 | 57,241 | 3.9% | $238.64万 | 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 |
| BIV | VANGUARD BD INDEX FDS | $5,195.66万 | 4.66% | 671,968 | 72,355 | 12.1% | $559.45万 | 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 |
| MGC | VANGUARD WORLD FD | $5,174.28万 | 4.64% | 201,789 | 152 | 0.1% | $3.90万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $4,684.15万 | 4.20% | 846,737 | -4,982 | -0.6% | -$27.56万 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $3,792.77万 | 3.40% | 751,341 | 153,800 | 25.7% | $776.38万 | 加仓 |
| IVV | ISHARES TR | $3,373.04万 | 3.03% | 47,862 | 9 | 0.0% | $6,343 | 加仓 |
| VBR | VANGUARD INDEX FDS | $3,073.99万 | 2.76% | 134,671 | -3,149 | -2.3% | -$71.88万 | 减仓 |
| VV | VANGUARD INDEX FDS | $2,270.31万 | 2.04% | 70,384 | 82 | 0.1% | $2.64万 | 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 |
| VTIP | VANGUARD MALVERN FDS | $1,426.68万 | 1.28% | 284,482 | 7,007 | 2.5% | $35.14万 | 加仓 |
| IXUS | ISHARES TR | $1,363.27万 | 1.22% | 146,762 | -2,160 | -1.5% | -$20.06万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $925.15万 | 0.83% | 183,963 | 1,322 | 0.7% | $6.65万 | 加仓 |
| VO | VANGUARD INDEX FDS | $854.02万 | 0.77% | 28,208 | -512 | -1.8% | -$15.50万 | 减仓 |
| VCRM | VANGUARD MUN BD FDS | $738.63万 | 0.66% | 97,483 | 7,782 | 8.7% | $58.96万 | 加仓 |
| DVY | ISHARES TR | $700.31万 | 0.63% | 45,808 | -8,386 | -15.5% | -$128.20万 | 减仓 |
| DFNM | DIMENSIONAL ETF TRUST | $462.83万 | 0.42% | 95,785 | 2,279 | 2.4% | $11.01万 | 加仓 |
| IJH | ISHARES TR | $407.91万 | 0.37% | 57,058 | -884 | -1.5% | -$6.32万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $407.05万 | 0.37% | 26,053 | -24 | -0.1% | -$3,750 | 减仓 |
| MO | ALTRIA GROUP INC | $355.54万 | 0.32% | 54,749 | -93 | -0.2% | -$6,039 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $346.17万 | 0.31% | 4,934 | 4 | 0.1% | $2,806 | 加仓 |
| AAPL | APPLE INC | $333.59万 | 0.30% | 12,665 | 111 | 0.9% | $2.92万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $320.31万 | 0.29% | 4,967 | 3 | 0.1% | $1,935 | 加仓 |
| VTEI | VANGUARD MUN BD FDS | $291.98万 | 0.26% | 29,016 | 29,016 | — | $291.98万 | 新建仓 |
| IAU | ISHARES GOLD TR | $271.93万 | 0.24% | 30,161 | 0 | 0.0% | — | 不变 |
| VTHR | VANGUARD SCOTTSDALE FDS | $242.79万 | 0.22% | 7,833 | -1 | -0.0% | -$310 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $242.12万 | 0.22% | 16,272 | -5 | -0.0% | -$744 | 减仓 |
| HCA | HCA HEALTHCARE INC | $230.38万 | 0.21% | 4,770 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $227.24万 | 0.20% | 73,754 | -15,869 | -17.7% | -$48.89万 | 减仓 |
| MSFT | MICROSOFT CORP | $209.23万 | 0.19% | 4,979 | 506 | 11.3% | $21.26万 | 加仓 |
| IWD | ISHARES TR | $206.98万 | 0.19% | 9,202 | 1 | 0.0% | $225 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $179.34万 | 0.16% | 42,168 | -423 | -1.0% | -$1.80万 | 减仓 |
| D | DOMINION ENERGY INC | $167.69万 | 0.15% | 26,839 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $156.58万 | 0.14% | 10,303 | 3 | 0.0% | $456 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $156.09万 | 0.14% | 26,690 | -3,844 | -12.6% | -$22.48万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $142.82万 | 0.13% | 5,690 | 0 | 0.0% | — | 不变 |
| VUSB | VANGUARD BD INDEX FDS | $135.57万 | 0.12% | 27,248 | 293 | 1.1% | $1.46万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $115.43万 | 0.10% | 4,921 | 227 | 4.8% | $5.32万 | 加仓 |
| GOOGL | ALPHABET INC | $113.13万 | 0.10% | 3,367 | 648 | 23.8% | $21.77万 | 加仓 |
| AVIV | AMERICAN CENTY ETF TR | $110.43万 | 0.10% | 14,045 | 18 | 0.1% | $1,415 | 加仓 |
| GWW | WW GRAINGER INC | $110.22万 | 0.10% | 972 | -110 | -10.2% | -$12.47万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $106.66万 | 0.10% | 14,131 | 33 | 0.2% | $2,491 | 加仓 |
| IWF | ISHARES TR | $105.91万 | 0.09% | 2,257 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $100.73万 | 0.09% | 2,120 | -37 | -1.7% | -$1.76万 | 减仓 |
| VBIL | VANGUARD INSTL INDEX FD | $99.29万 | 0.09% | 13,142 | -1,367 | -9.4% | -$10.33万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $93.96万 | 0.08% | 3,031 | 112 | 3.8% | $3.47万 | 加仓 |
| VB | VANGUARD INDEX FDS | $89.84万 | 0.08% | 3,214 | -87 | -2.6% | -$2.43万 | 减仓 |
| AMZN | AMAZON COM INC | $86.40万 | 0.08% | 3,460 | 1,031 | 42.4% | $25.74万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $83.79万 | 0.08% | 4,224 | 1,494 | 54.7% | $29.63万 | 加仓 |
| CAT | CATERPILLAR INC | $78.08万 | 0.07% | 1,010 | -54 | -5.1% | -$4.17万 | 减仓 |
| BDN | BRANDYWINE RLTY TR | $73.78万 | 0.07% | 260,694 | 7,345 | 2.9% | $2.08万 | 加仓 |
| META | META PLATFORMS INC | $72.75万 | 0.07% | 1,075 | 324 | 43.1% | $21.93万 | 加仓 |
| LOW | LOWES COS INC | $72.41万 | 0.06% | 2,987 | -165 | -5.2% | -$4.00万 | 减仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $68.56万 | 0.06% | 10,447 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP | $67.73万 | 0.06% | 2,238 | -32 | -1.4% | -$9,685 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $67.11万 | 0.06% | 2,125 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $65.86万 | 0.06% | 4,898 | -606 | -11.0% | -$8.15万 | 减仓 |
| NDAQ | NASDAQ INC | $62.49万 | 0.06% | 7,032 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $62.49万 | 0.06% | 2,095 | 0 | 0.0% | — | 不变 |
| DISV | DIMENSIONAL ETF TRUST | $61.59万 | 0.06% | 14,805 | 6 | 0.0% | $250 | 加仓 |
| ILF | ISHARES TR | $61.48万 | 0.06% | 16,204 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $60.38万 | 0.05% | 1,372 | -44 | -3.1% | -$1.94万 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $59.69万 | 0.05% | 16,384 | 4 | 0.0% | $146 | 加仓 |
| BAC | BANK AMERICA CORP | $58.83万 | 0.05% | 10,995 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $57.10万 | 0.05% | 3,626 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $56.74万 | 0.05% | 1,424 | 314 | 28.3% | $12.51万 | 加仓 |
| SO | SOUTHERN CO | $56.47万 | 0.05% | 5,950 | 0 | 0.0% | — | 不变 |
| VDE | VANGUARD WORLD FD | $55.41万 | 0.05% | 3,443 | 19 | 0.6% | $3,058 | 加仓 |
| VTV | VANGUARD INDEX FDS | $48.46万 | 0.04% | 2,392 | 1 | 0.0% | $203 | 加仓 |
| PPLT | ABRDN PLATINUM ETF TRUST | $47.57万 | 0.04% | 2,500 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $46.96万 | 0.04% | 480 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $45.45万 | 0.04% | 524 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $45.30万 | 0.04% | 3,521 | 2 | 0.1% | $257 | 加仓 |
| MRK | MERCK & CO INC | $44.68万 | 0.04% | 3,870 | 1 | 0.0% | $115 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $44.05万 | 0.04% | 2,195 | 2 | 0.1% | $401 | 加仓 |
| AVXC | AMERICAN CENTY ETF TR | $42.31万 | 0.04% | 5,651 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $41.97万 | 0.04% | 2,008 | -31 | -1.5% | -$6,479 | 减仓 |
| GOOG | ALPHABET INC | $40.56万 | 0.04% | 1,219 | -17 | -1.4% | -$5,657 | 减仓 |
| PEP | PEPSICO INC | $40.35万 | 0.04% | 2,547 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $40.14万 | 0.04% | 3,216 | 2 | 0.1% | $250 | 加仓 |
| VBK | VANGUARD INDEX FDS | $40.11万 | 0.04% | 1,217 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $38.75万 | 0.03% | 1,149 | 6 | 0.5% | $2,023 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $38.27万 | 0.03% | 5,006 | -171 | -3.3% | -$1.31万 | 减仓 |
| WTV | WISDOMTREE TR | $38.18万 | 0.03% | 3,918 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $37.56万 | 0.03% | 1,192 | 467 | 64.4% | $14.71万 | 加仓 |
| MCD | MCDONALDS CORP | $37.51万 | 0.03% | 1,222 | -18 | -1.5% | -$5,525 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $36.95万 | 0.03% | 5,678 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $36.73万 | 0.03% | 8,597 | -300 | -3.4% | -$1.28万 | 减仓 |
| GUNR | FLEXSHARES TR | $36.52万 | 0.03% | 6,574 | 24 | 0.4% | $1,333 | 加仓 |
| CVX | CHEVRON CORPORATION | $36.26万 | 0.03% | 1,927 | 297 | 18.2% | $5.59万 | 加仓 |
| QQQ | INVESCO QQQ TR | $36.25万 | 0.03% | 566 | -3 | -0.5% | -$1,921 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $36.25万 | 0.03% | 7,749 | -392 | -4.8% | -$1.83万 | 减仓 |
| DFSD | DIMENSIONAL ETF TRUST | $35.46万 | 0.03% | 7,375 | 5 | 0.1% | $240 | 加仓 |
| — | AMERICAN CENTY ETF TR | $32.16万 | 0.03% | 4,447 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC | $32.10万 | 0.03% | 5,625 | 4 | 0.1% | $228 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $31.10万 | 0.03% | 315 | 0 | 0.0% | — | 不变 |