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
VTI VANGUARD INDEX FDS $2.90亿24.83%784,245 10,3811.3% $384.14万 加仓
BND VANGUARD BD INDEX FDS $1.34亿11.49%1,829,288 46,3482.6% $340.24万 加仓
VXUS VANGUARD STAR FDS $8,767.57万7.50%1,025,567 14,9581.5% $127.88万 加仓
AVIG AMERICAN CENTY ETF TR $6,441.94万5.51%1,555,647 24,1161.6% $99.86万 加仓
AVSF AMERICAN CENTY ETF TR $6,325.52万5.41%1,358,338 2,4320.2% $11.33万 加仓
MGC VANGUARD WORLD FD $5,514.83万4.72%201,543 -246-0.1% -$6.73万 减仓
BIV VANGUARD BD INDEX FDS $5,422.32万4.64%706,952 34,9845.2% $268.33万 加仓
VEU VANGUARD INTL EQUITY INDEX F $5,384.87万4.61%642,970 -805-0.1% -$6.74万 减仓
DFIV DIMENSIONAL ETF TRUST $4,651.11万3.98%860,998 14,2611.7% $77.04万 加仓
DFUV DIMENSIONAL ETF TRUST $4,585.16万3.92%833,515 82,17410.9% $452.04万 加仓
IVV ISHARES TR $3,562.42万3.05%47,569 -293-0.6% -$21.94万 减仓
VBR VANGUARD INDEX FDS $3,216.22万2.75%132,360 -2,311-1.7% -$56.15万 减仓
VV VANGUARD INDEX FDS $2,418.22万2.07%70,316 -68-0.1% -$2.34万 减仓
AVLV AMERICAN CENTY ETF TR $1,803.31万1.54%197,709 -59,664-23.2% -$544.20万 减仓
VTIP VANGUARD MALVERN FDS $1,440.76万1.23%286,832 2,3500.8% $11.80万 加仓
IXUS ISHARES TR $1,410.00万1.21%147,737 9750.7% $9.31万 加仓
VTEB VANGUARD MUN BD FDS $934.89万0.80%184,834 8710.5% $4.41万 加仓
VCRM VANGUARD MUN BD FDS $908.58万0.78%118,924 21,44122.0% $163.81万 加仓
VO VANGUARD INDEX FDS $903.73万0.77%112,168 -664-0.6% -$5.35万 减仓
DVY ISHARES TR $692.15万0.59%44,284 -1,524-3.3% -$23.82万 减仓
DFNM DIMENSIONAL ETF TRUST $523.52万0.45%108,310 12,52513.1% $60.54万 加仓
PM PHILIP MORRIS INTL INC $483.44万0.41%26,723 6702.6% $12.12万 加仓
IJH ISHARES TR $437.66万0.37%56,758 -300-0.5% -$2.31万 减仓
MO ALTRIA GROUP INC $393.61万0.34%54,706 -43-0.1% -$3,094 减仓
VTEI VANGUARD MUN BD FDS $377.88万0.32%37,425 8,40929.0% $84.91万 加仓
SPY STATE STR SPDR S&P 500 ETF T $367.88万0.31%4,926 -8-0.2% -$5,975 减仓
AAPL APPLE INC $361.26万0.31%12,485 -180-1.4% -$5.21万 减仓
VOO VANGUARD INDEX FDS $341.31万0.29%4,970 30.1% $2,060 加仓
VTHR VANGUARD SCOTTSDALE FDS $257.69万0.22%7,775 -58-0.7% -$1.92万 减仓
VT VANGUARD INTL EQUITY INDEX F $253.36万0.22%16,143 -129-0.8% -$2.02万 减仓
IAU ISHARES GOLD TR $227.75万0.19%30,161 00.0% — 不变
IWD ISHARES TR $223.10万0.19%9,203 10.0% $242 加仓
SCHD SCHWAB STRATEGIC TR $215.06万0.18%67,820 -5,934-8.0% -$18.82万 减仓
MSFT MICROSOFT CORP $205.07万0.18%5,498 51910.4% $19.36万 加仓
D DOMINION ENERGY INC $193.51万0.17%28,336 1,4975.6% $10.22万 加仓
HCA HCA HEALTHCARE INC $185.98万0.16%4,770 00.0% — 不变
IBM INTERNATIONAL BUSINESS MACHS $160.01万0.14%5,690 00.0% — 不变
DFCF DIMENSIONAL ETF TRUST $144.94万0.12%34,339 -7,829-18.6% -$33.05万 减仓
VGSH VANGUARD SCOTTSDALE FDS $137.69万0.12%23,659 -3,031-11.4% -$17.64万 减仓
VUSB VANGUARD BD INDEX FDS $134.59万0.12%27,038 -210-0.8% -$1.05万 减仓
GWW WW GRAINGER INC $132.55万0.11%974 20.2% $2,722 加仓
— EXXON MOBIL CORP $131.18万0.11%9,595 -708-6.9% -$9.68万 减仓
GOOGL ALPHABET INC $120.83万0.10%3,381 140.4% $5,003 加仓
— DIMENSIONAL ETF TRUST $116.70万0.10%14,173 420.3% $3,458 加仓
JNJ JOHNSON & JOHNSON $113.10万0.10%4,453 -468-9.5% -$11.89万 减仓
IWF ISHARES TR $111.60万0.10%8,988 -40-0.4% -$4,967 减仓
AVIV AMERICAN CENTY ETF TR $109.96万0.09%14,204 1591.1% $1.23万 加仓
BRK/B BERKSHIRE HATHAWAY INC DEL $106.08万0.09%2,120 00.0% — 不变
VBIL VANGUARD INSTL INDEX FD $99.17万0.08%13,103 -39-0.3% -$2,952 减仓
JPM JPMORGAN CHASE & CO $97.93万0.08%2,992 -39-1.3% -$1.28万 减仓
VB VANGUARD INDEX FDS $95.71万0.08%3,158 -56-1.7% -$1.70万 减仓
QCOM QUALCOMM INC $87.53万0.07%4,737 -161-3.3% -$2.98万 减仓
BDN BRANDYWINE RLTY TR $86.36万0.07%272,417 11,7234.5% $3.72万 加仓
NVDA NVIDIA CORPORATION $85.91万0.07%4,293 691.6% $1.38万 加仓
AMZN AMAZON COM INC $83.13万0.07%3,488 280.8% $6,674 加仓
ELV ELEVANCE HEALTH INC FORMERLY $76.44万0.07%1,977 -148-7.0% -$5.72万 减仓
GE GE AEROSPACE $73.28万0.06%1,961 -134-6.4% -$5.01万 减仓
CAT CATERPILLAR INC $69.91万0.06%656 -354-35.0% -$37.73万 减仓
NSC NORFOLK SOUTHN CORP $69.22万0.06%2,200 -38-1.7% -$1.20万 减仓
LOW LOWES COS INC $65.56万0.06%2,973 -14-0.5% -$3,087 减仓
BAC BANK OF AMER CORP $62.70万0.05%11,003 80.1% $456 加仓
META META PLATFORMS INC $60.55万0.05%1,075 00.0% — 不变
DISV DIMENSIONAL ETF TRUST $60.29万0.05%15,024 2191.5% $8,788 加仓
DFAX DIMENSIONAL ETF TRUST $59.96万0.05%16,277 -107-0.7% -$3,942 减仓
SO SOUTHERN CO $56.03万0.05%5,854 -96-1.6% -$9,189 减仓
NDAQ NASDAQ INC $55.43万0.05%7,032 00.0% — 不变
ILF ISHARES TR $55.26万0.05%16,374 1701.0% $5,737 加仓
MU MICRON TECHNOLOGY INC $54.94万0.05%476 00.0% — 不变
TJX TJX COS INC NEW $54.93万0.05%3,626 00.0% — 不变
AVGO BROADCOM INC $54.28万0.05%1,437 130.9% $4,911 加仓
FBTC FIDELITY WISE ORIGIN BITCOIN $53.33万0.05%10,447 00.0% — 不变
GEV GE VERNOVA INC $52.40万0.04%446 -34-7.1% -$3.99万 减仓
VTV VANGUARD INDEX FDS $52.15万0.04%2,393 10.0% $218 加仓
VDE VANGUARD WORLD FD $52.05万0.04%3,467 240.7% $3,603 加仓
ABBV ABBVIE INC $50.65万0.04%2,013 50.2% $1,258 加仓
GLD SPDR GOLD TR $50.54万0.04%1,372 00.0% — 不变
MRK MERCK & CO INC $49.82万0.04%3,877 70.2% $899 加仓
AVXC AMERICAN CENTY ETF TR $48.40万0.04%5,651 00.0% — 不变
GLW CORNING INC $45.09万0.04%1,765 20.1% $511 加仓
VBK VANGUARD INDEX FDS $44.51万0.04%1,217 00.0% — 不变
GOOG ALPHABET INC $43.74万0.04%1,238 191.6% $6,713 加仓
COF CAPITAL ONE FINL CORP $43.16万0.04%2,151 -44-2.0% -$8,829 减仓
DFUS DIMENSIONAL ETF TRUST $41.06万0.04%5,011 50.1% $410 加仓
DUK DUKE ENERGY CORP NEW $40.77万0.03%3,221 -300-8.5% -$3.80万 减仓
HD HOME DEPOT INC $40.73万0.03%1,155 60.5% $2,116 加仓
QQQ INVESCO QQQ TR $40.72万0.03%553 -13-2.3% -$9,573 减仓
WTV WISDOMTREE TR $39.85万0.03%3,918 00.0% — 不变
— DIMENSIONAL ETF TRUST $39.69万0.03%5,678 00.0% — 不变
INTC INTEL CORP $39.57万0.03%2,834 2,834— $39.57万 新建仓
MCK MCKESSON CORP $38.08万0.03%504 -20-3.8% -$1.51万 减仓
LLY ELI LILLY & CO $37.74万0.03%315 20.6% $2,396 加仓
WMT WALMART INC $36.62万0.03%3,233 170.5% $1,925 加仓
MDLZ MONDELEZ INTL INC $36.38万0.03%6,289 66411.8% $3.84万 加仓
PPLT ABRDN PLATINUM ETF TRUST $35.33万0.03%25,000 00.0% — 不变
DFSD DIMENSIONAL ETF TRUST $35.30万0.03%7,392 170.2% $812 加仓
PEP PEPSICO INC $34.53万0.03%2,550 30.1% $406 加仓
VGT VANGUARD WORLD FD $33.10万0.03%2,770 20.1% $239 加仓
— AMERICAN CENTY ETF TR $33.06万0.03%4,447 00.0% — 不变
VZ VERIZON COMMUNICATIONS INC $32.84万0.03%7,757 80.1% $339 加仓
GUNR FLEXSHARES TR $32.63万0.03%6,620 460.7% $2,267 加仓