Verity & Verity, LLC
BEAUFORT SC · SEC CIK 0001542108
$13.42亿2026Q1 申报市值
138持仓数
29.3%前十大占比 · 第一大 4.3%
3 / 17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
ACN 加仓+$2,127.22万
VICI 加仓+$1,293.77万
BIPC 新建仓+$1,138.28万
DELL 加仓+$1,038.99万
FNF 加仓+$889.04万
2026Q1 卖出最多 按季末市值估算
GLW 减仓-$3,619.75万
LYB 清仓-$1,377.51万
SO 减仓-$1,038.05万
CVX 减仓-$964.55万
EXXON MOBIL CORP 减仓-$926.49万
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 |
|---|---|---|---|---|---|---|---|---|
| LYB | LYONDELLBASELL INDUSTRIES N | $0 | 0.00% | 0 | -318,132 | -100.0% | -$1,377.51万 | 清仓 |
| TJX | TJX COS INC NEW | $0 | 0.00% | 0 | -4,700 | -100.0% | -$72.20万 | 清仓 |
| FG | F&G ANNUITIES & LIFE INC | $0 | 0.00% | 0 | -15,129 | -100.0% | -$46.67万 | 清仓 |
| SYK | STRYKER CORPORATION | $0 | 0.00% | 0 | -1,305 | -100.0% | -$45.87万 | 清仓 |
| CB | CHUBB LIMITED | $0 | 0.00% | 0 | -1,467 | -100.0% | -$45.79万 | 清仓 |
| NOC | NORTHROP GRUMMAN CORP | $0 | 0.00% | 0 | -780 | -100.0% | -$44.48万 | 清仓 |
| CL | COLGATE PALMOLIVE CO | $0 | 0.00% | 0 | -5,215 | -100.0% | -$41.21万 | 清仓 |
| LIN | LINDE PLC | $0 | 0.00% | 0 | -940 | -100.0% | -$40.08万 | 清仓 |
| UNP | UNION PAC CORP | $0 | 0.00% | 0 | -1,525 | -100.0% | -$35.28万 | 清仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $0 | 0.00% | 0 | -19,497 | -100.0% | -$33.83万 | 清仓 |
| XRT | SPDR SERIES TRUST | $0 | 0.00% | 0 | -3,605 | -100.0% | -$30.75万 | 清仓 |
| FDS | FACTSET RESH SYS INC | $0 | 0.00% | 0 | -974 | -100.0% | -$28.26万 | 清仓 |
| HESM | HESS MIDSTREAM LP | $0 | 0.00% | 0 | -7,776 | -100.0% | -$26.83万 | 清仓 |
| — | ELEVATION SERIES TRUST | $0 | 0.00% | 0 | -6,650 | -100.0% | -$24.18万 | 清仓 |
| TSLA | TESLA INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LNG | CHENIERE ENERGY INC | $0 | 0.00% | 0 | -1,089 | -100.0% | -$21.17万 | 清仓 |
| UL | UNILEVER PLC | $0 | 0.00% | 0 | -3,111 | -100.0% | -$20.35万 | 清仓 |
| OSCR | OSCAR HEALTH INC | $0 | 0.00% | 0 | -10,149 | -100.0% | -$14.58万 | 清仓 |
| NMFC | NEW MTN FIN CORP | $7.76万 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL | $20.39万 | 0.02% | 6,080 | -8,034 | -56.9% | -$26.94万 | 减仓 |
| BF/B | BROWN FORMAN CORP | $20.95万 | 0.02% | 7,924 | -1,261 | -13.7% | -$3.33万 | 减仓 |
| IUSG | ISHARES TR | $21.03万 | 0.02% | 1,356 | 0 | 0.0% | — | 不变 |
| WMB | WILLIAMS COS INC | $22.11万 | 0.02% | 3,038 | -5,391 | -64.0% | -$39.24万 | 减仓 |
| SJM | SMUCKER J M CO | $22.52万 | 0.02% | 2,335 | 2,335 | — | $22.52万 | 新建仓 |
| — | HONEYWELL INTL INC | $23.73万 | 0.02% | 1,050 | -1,300 | -55.3% | -$29.38万 | 减仓 |
| GEV | GE VERNOVA INC | $24.00万 | 0.02% | 275 | -74 | -21.2% | -$6.46万 | 重新持有 |
| LRCX | LAM RESEARCH CORP | $24.89万 | 0.02% | 1,165 | 1,165 | — | $24.89万 | 新建仓 |
| DE | DEERE & CO | $25.07万 | 0.02% | 445 | 0 | 0.0% | — | 不变 |
| SCHX | SCHWAB STRATEGIC TR | $25.08万 | 0.02% | 9,780 | -2,393 | -19.7% | -$6.14万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $25.97万 | 0.02% | 1,606 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $26.40万 | 0.02% | 930 | 0 | 0.0% | — | 不变 |
| BN | BROOKFIELD CORP | $27.68万 | 0.02% | 6,840 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $28.70万 | 0.02% | 3,605 | 0 | 0.0% | — | 不变 |
| SHW | SHERWIN WILLIAMS CO | $28.85万 | 0.02% | 900 | -530 | -37.1% | -$16.99万 | 减仓 |
| FDX | FEDEX CORP | $29.92万 | 0.02% | 840 | 0 | 0.0% | — | 不变 |
| POOL | POOL CORP | $29.92万 | 0.02% | 1,479 | 377 | 34.2% | $7.63万 | 加仓 |
| EMR | EMERSON ELEC CO | $30.10万 | 0.02% | 2,297 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP | $30.70万 | 0.02% | 5,902 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC | $30.70万 | 0.02% | 5,813 | -827 | -12.5% | -$4.37万 | 减仓 |
| ES | EVERSOURCE ENERGY | $31.00万 | 0.02% | 4,475 | -1,380 | -23.6% | -$9.56万 | 减仓 |
| CAT | CATERPILLAR INC | $31.74万 | 0.02% | 448 | 0 | 0.0% | — | 不变 |
| VRT | VERTIV HOLDINGS CO | $32.07万 | 0.02% | 1,280 | 0 | 0.0% | — | 不变 |
| MRSH | MARSH & MCLENNAN COS INC | $32.96万 | 0.02% | 1,900 | 100 | 5.6% | $1.73万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $34.37万 | 0.03% | 7,490 | 0 | 0.0% | — | 不变 |
| ET | ENERGY TRANSFER L P | $34.50万 | 0.03% | 17,878 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $34.61万 | 0.03% | 1,662 | -83 | -4.8% | -$1.73万 | 减仓 |
| SCHK | SCHWAB STRATEGIC TR | $35.25万 | 0.03% | 11,250 | -1,951 | -14.8% | -$6.11万 | 减仓 |
| AFL | AFLAC INC | $36.85万 | 0.03% | 3,359 | -109 | -3.1% | -$1.20万 | 减仓 |
| ZTS | ZOETIS INC | $37.28万 | 0.03% | 3,154 | -458 | -12.7% | -$5.41万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $38.77万 | 0.03% | 2,020 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC | $39.35万 | 0.03% | 1,237 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC | $40.59万 | 0.03% | 974 | -525 | -35.0% | -$21.88万 | 减仓 |
| ASTS | AST SPACEMOBILE INC | $41.11万 | 0.03% | 4,961 | 1,200 | 31.9% | $9.94万 | 加仓 |
| WSO | WATSCO INC | $42.00万 | 0.03% | 1,155 | -75 | -6.1% | -$2.73万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $47.22万 | 0.04% | 945 | 45 | 5.0% | $2.25万 | 加仓 |
| MRK | MERCK & CO INC | $47.70万 | 0.04% | 3,965 | -426 | -9.7% | -$5.12万 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $47.89万 | 0.04% | 4,231 | -462 | -9.8% | -$5.23万 | 减仓 |
| MCD | MCDONALDS CORP | $52.00万 | 0.04% | 1,673 | -2,987 | -64.1% | -$92.83万 | 减仓 |
| NVS | NOVARTIS AG | $53.13万 | 0.04% | 3,478 | -300 | -7.9% | -$4.58万 | 减仓 |
| IVV | ISHARES TR | $53.89万 | 0.04% | 825 | -205 | -19.9% | -$13.39万 | 减仓 |
| TPR | TAPESTRY INC | $55.26万 | 0.04% | 3,916 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $55.61万 | 0.04% | 972 | 57 | 6.2% | $3.26万 | 加仓 |
| SNA | SNAP ON INC | $56.12万 | 0.04% | 1,545 | 80 | 5.5% | $2.91万 | 加仓 |
| — | CONSUMER PORTFOLIO SVCS INC | $56.44万 | 0.04% | 73,008 | -45,501 | -38.4% | -$35.17万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $57.22万 | 0.04% | 2,198 | -348 | -13.7% | -$9.06万 | 减仓 |
| KVUE | KENVUE INC | $57.33万 | 0.04% | 33,254 | -2,213 | -6.2% | -$3.82万 | 减仓 |
| GOOG | ALPHABET INC | $60.27万 | 0.04% | 2,101 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT | $61.74万 | 0.05% | 1,428 | 217 | 17.9% | $9.38万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $65.55万 | 0.05% | 21,366 | 480 | 2.3% | $1.47万 | 加仓 |
| VSXY | VICTORIAS SECRET AND CO | $67.06万 | 0.05% | 14,464 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING IN | $69.20万 | 0.05% | 3,406 | -441 | -11.5% | -$8.96万 | 减仓 |
| GOOGL | ALPHABET INC | $71.66万 | 0.05% | 2,492 | 4 | 0.2% | $1,150 | 加仓 |
| NDAQ | NASDAQ INC | $72.24万 | 0.05% | 8,510 | -1,330 | -13.5% | -$11.29万 | 减仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $73.80万 | 0.05% | 10,153 | -2,025 | -16.6% | -$14.72万 | 减仓 |
| PPG | PPG INDS INC | $75.93万 | 0.06% | 7,104 | -112 | -1.6% | -$1.20万 | 减仓 |
| KLAC | KLA CORP | $75.98万 | 0.06% | 516 | -75 | -12.7% | -$11.04万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $79.31万 | 0.06% | 2,931 | -295 | -9.1% | -$7.98万 | 减仓 |
| HCA | HCA HEALTHCARE INC | $89.87万 | 0.07% | 1,899 | -30 | -1.6% | -$1.42万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $91.17万 | 0.07% | 915 | -706 | -43.6% | -$70.35万 | 减仓 |
| BAC | BANK AMERICA CORP | $92.74万 | 0.07% | 19,024 | -2,799 | -12.8% | -$13.65万 | 减仓 |
| V | VISA INC | $94.25万 | 0.07% | 3,119 | -1,989 | -38.9% | -$60.11万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $104.31万 | 0.08% | 5,981 | 569 | 10.5% | $9.92万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $110.44万 | 0.08% | 3,651 | -536 | -12.8% | -$16.21万 | 减仓 |
| MS | MORGAN STANLEY | $124.46万 | 0.09% | 7,563 | -1,196 | -13.7% | -$19.68万 | 减仓 |
| HSY | HERSHEY CO | $138.08万 | 0.10% | 6,642 | -3,224 | -32.7% | -$67.02万 | 减仓 |
| TFC | TRUIST FINL CORP | $139.91万 | 0.10% | 30,436 | -9,518 | -23.8% | -$43.75万 | 减仓 |
| BX | BLACKSTONE INC | $146.44万 | 0.11% | 12,735 | 650 | 5.4% | $7.47万 | 加仓 |
| BDX | BECTON DICKINSON & CO | $161.81万 | 0.12% | 10,291 | -3,164 | -23.5% | -$49.75万 | 减仓 |
| OGE | OGE ENERGY CORP | $162.52万 | 0.12% | 33,887 | -20,413 | -37.6% | -$97.90万 | 减仓 |
| MLPX | GLOBAL X FDS | $173.96万 | 0.13% | 23,527 | -177 | -0.7% | -$1.31万 | 减仓 |
| AFG | AMERICAN FINANCIAL GROUP INC | $179.16万 | 0.13% | 14,029 | 1,383 | 10.9% | $17.66万 | 加仓 |
| ORCL | ORACLE CORP | $186.87万 | 0.14% | 12,703 | -989 | -7.2% | -$14.55万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $192.16万 | 0.14% | 4,010 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $241.35万 | 0.18% | 19,420 | -2,428 | -11.1% | -$30.17万 | 减仓 |
| SO | SOUTHERN CO | $254.50万 | 0.19% | 26,368 | -107,548 | -80.3% | -$1,038.05万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $272.78万 | 0.20% | 12,684 | 670 | 5.6% | $14.41万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $302.43万 | 0.23% | 3,378 | -2 | -0.1% | -$1,791 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $350.13万 | 0.26% | 92,530 | -7,556 | -7.5% | -$28.59万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $359.07万 | 0.27% | 5 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $447.38万 | 0.33% | 27,058 | -1,189 | -4.2% | -$19.66万 | 减仓 |