Verity & Verity, LLC
BEAUFORT SC · SEC CIK 0001542108
$14.54亿2026Q2 申报市值
138持仓数
32.2%前十大占比 · 第一大 5.5%
4 / 5新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
WEC 加仓+$947.68万
CINF 加仓+$810.64万
HD 加仓+$773.18万
BIPC 加仓+$637.15万
ACN 加仓+$178.87万
2026Q2 卖出最多 按季末市值估算
TXN 减仓-$1,177.02万
CSCO 减仓-$1,134.54万
DELL 减仓-$604.69万
PRU 减仓-$355.05万
SO 减仓-$79.52万
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 |
|---|---|---|---|---|---|---|---|---|
| KVUE | KENVUE INC | $0 | 0.00% | 0 | -33,254 | -100.0% | -$57.33万 | 清仓 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -1,050 | -100.0% | -$23.73万 | 清仓 |
| WMB | WILLIAMS COS INC | $0 | 0.00% | 0 | -3,038 | -100.0% | -$22.11万 | 清仓 |
| BF/B | BROWN FORMAN CORP | $0 | 0.00% | 0 | -7,924 | -100.0% | -$20.95万 | 清仓 |
| KMI | KINDER MORGAN INC DEL | $0 | 0.00% | 0 | -6,080 | -100.0% | -$20.39万 | 清仓 |
| TMC | TMC THE METALS COMPANY INC | $4.43万 | 0.00% | 10,000 | 10,000 | — | $4.43万 | 新建仓 |
| NMFC | NEW MTN FIN CORP | $7.17万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $21.14万 | 0.01% | 620 | 620 | — | $21.14万 | 新建仓 |
| TSLA | TESLA INC | $21.91万 | 0.02% | 521 | -15 | -2.8% | -$6,309 | 重新持有 |
| XLU | SELECT SECTOR SPDR TR | $22.87万 | 0.02% | 5,045 | -2,445 | -32.6% | -$11.09万 | 减仓 |
| POOL | POOL CORP | $24.91万 | 0.02% | 1,159 | -320 | -21.6% | -$6.88万 | 减仓 |
| IUSG | ISHARES TR | $25.50万 | 0.02% | 1,356 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP | $26.30万 | 0.02% | 840 | 0 | 0.0% | — | 不变 |
| SJM | SMUCKER J M CO | $27.28万 | 0.02% | 2,425 | 90 | 3.9% | $1.01万 | 加仓 |
| APH | AMPHENOL CORP | $27.35万 | 0.02% | 1,551 | 1,551 | — | $27.35万 | 新建仓 |
| DE | DEERE & CO | $28.23万 | 0.02% | 445 | 0 | 0.0% | — | 不变 |
| SCHX | SCHWAB STRATEGIC TR | $28.78万 | 0.02% | 9,780 | 0 | 0.0% | — | 不变 |
| BN | BROOKFIELD CORP | $29.13万 | 0.02% | 6,840 | 0 | 0.0% | — | 不变 |
| XLI | SELECT SECTOR SPDR TR | $29.41万 | 0.02% | 1,588 | -18 | -1.1% | -$3,334 | 减仓 |
| ZTS | ZOETIS INC | $29.64万 | 0.02% | 4,125 | 971 | 30.8% | $6.98万 | 加仓 |
| WFC | WELLS FARGO & CO | $29.79万 | 0.02% | 3,605 | 0 | 0.0% | — | 不变 |
| ET | ENERGY TRANSFER L P | $30.11万 | 0.02% | 15,748 | -2,130 | -11.9% | -$4.07万 | 减仓 |
| ES | EVERSOURCE ENERGY | $30.90万 | 0.02% | 4,275 | -200 | -4.5% | -$1.45万 | 减仓 |
| NKE | NIKE INC | $32.23万 | 0.02% | 7,852 | 2,039 | 35.1% | $8.37万 | 加仓 |
| EMR | EMERSON ELEC CO | $32.88万 | 0.02% | 2,297 | 0 | 0.0% | — | 不变 |
| SHW | SHERWIN WILLIAMS CO | $33.54万 | 0.02% | 974 | 74 | 8.2% | $2.55万 | 加仓 |
| GEV | GE VERNOVA INC | $33.60万 | 0.02% | 286 | 11 | 4.0% | $1.29万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $34.00万 | 0.02% | 2,040 | 140 | 7.4% | $2.33万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $34.03万 | 0.02% | 3,100 | 3,100 | — | $34.03万 | 新建仓 |
| GE | GE AEROSPACE | $34.78万 | 0.02% | 930 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT | $35.08万 | 0.02% | 1,344 | -84 | -5.9% | -$2.19万 | 减仓 |
| USB | US BANCORP | $35.65万 | 0.02% | 5,902 | 0 | 0.0% | — | 不变 |
| AFL | AFLAC INC | $38.38万 | 0.03% | 3,273 | -86 | -2.6% | -$1.01万 | 减仓 |
| ASTS | AST SPACEMOBILE INC | $39.54万 | 0.03% | 4,450 | -511 | -10.3% | -$4.54万 | 减仓 |
| AMZN | AMAZON COM INC | $40.42万 | 0.03% | 1,696 | 34 | 2.0% | $8,104 | 加仓 |
| SCHK | SCHWAB STRATEGIC TR | $40.57万 | 0.03% | 11,250 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC | $41.70万 | 0.03% | 849 | -125 | -12.8% | -$6.14万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $42.86万 | 0.03% | 1,280 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $42.99万 | 0.03% | 2,020 | 0 | 0.0% | — | 不变 |
| ED | CONSOLIDATED EDISON INC | $43.77万 | 0.03% | 3,956 | -275 | -6.5% | -$3.04万 | 减仓 |
| WSO | WATSCO INC | $45.24万 | 0.03% | 1,086 | -69 | -6.0% | -$2.87万 | 减仓 |
| MCD | MCDONALDS CORP | $45.98万 | 0.03% | 1,701 | 28 | 1.7% | $7,569 | 加仓 |
| MRK | MERCK & CO INC | $46.09万 | 0.03% | 3,587 | -378 | -9.5% | -$4.86万 | 减仓 |
| META | META PLATFORMS INC | $46.98万 | 0.03% | 834 | -138 | -14.2% | -$7.77万 | 减仓 |
| CAT | CATERPILLAR INC | $47.71万 | 0.03% | 448 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC | $49.13万 | 0.03% | 1,237 | 0 | 0.0% | — | 不变 |
| ADM | ARCHER DANIELS MIDLAND CO | $49.89万 | 0.03% | 6,530 | -3,623 | -35.7% | -$27.68万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $52.88万 | 0.04% | 1,955 | -243 | -11.1% | -$6.57万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $53.52万 | 0.04% | 1,042 | 97 | 10.3% | $4.98万 | 加仓 |
| NVS | NOVARTIS AG | $54.12万 | 0.04% | 3,453 | -25 | -0.7% | -$3,918 | 减仓 |
| TPR | TAPESTRY INC | $57.32万 | 0.04% | 3,916 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $58.05万 | 0.04% | 18,306 | -3,060 | -14.3% | -$9.70万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $59.58万 | 0.04% | 1,375 | 210 | 18.0% | $9.10万 | 加仓 |
| NDAQ | NASDAQ INC | $60.38万 | 0.04% | 7,661 | -849 | -10.0% | -$6.69万 | 减仓 |
| IVV | ISHARES TR | $61.78万 | 0.04% | 825 | 0 | 0.0% | — | 不变 |
| — | CONSUMER PORTFOLIO SVCS INC | $63.08万 | 0.04% | 65,742 | -7,266 | -10.0% | -$6.97万 | 减仓 |
| SNA | SNAP ON INC | $65.07万 | 0.04% | 1,617 | 72 | 4.7% | $2.90万 | 加仓 |
| GOOG | ALPHABET INC | $69.68万 | 0.05% | 1,972 | -129 | -6.1% | -$4.56万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $71.40万 | 0.05% | 3,188 | -218 | -6.4% | -$4.88万 | 减仓 |
| HCA | HCA HEALTHCARE INC | $73.65万 | 0.05% | 1,889 | -10 | -0.5% | -$3,899 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $76.24万 | 0.05% | 815 | -100 | -10.9% | -$9.35万 | 减仓 |
| PPG | PPG INDS INC | $78.71万 | 0.05% | 6,489 | -615 | -8.7% | -$7.46万 | 减仓 |
| GOOGL | ALPHABET INC | $82.91万 | 0.06% | 2,320 | -172 | -6.9% | -$6.15万 | 减仓 |
| V | VISA INC | $94.16万 | 0.06% | 2,745 | -374 | -12.0% | -$12.83万 | 减仓 |
| BAC | BANK OF AMER CORP | $101.31万 | 0.07% | 17,780 | -1,244 | -6.5% | -$7.09万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $106.32万 | 0.07% | 2,558 | -373 | -12.7% | -$15.50万 | 减仓 |
| HSY | HERSHEY CO | $111.25万 | 0.08% | 6,341 | -301 | -4.5% | -$5.28万 | 减仓 |
| VSXY | VICTORIAS SECRET AND CO | $120.75万 | 0.08% | 14,464 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $123.50万 | 0.08% | 3,651 | 0 | 0.0% | — | 不变 |
| TFC | TRUIST FINL CORP | $125.31万 | 0.09% | 25,152 | -5,284 | -17.4% | -$26.32万 | 减仓 |
| OGE | OGE ENERGY CORP | $132.27万 | 0.09% | 27,182 | -6,705 | -19.8% | -$32.63万 | 减仓 |
| MS | MORGAN STANLEY | $140.01万 | 0.10% | 6,698 | -865 | -11.4% | -$18.08万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $142.20万 | 0.10% | 7,107 | 1,126 | 18.8% | $22.53万 | 加仓 |
| KLAC | KLA CORP | $143.01万 | 0.10% | 4,740 | -420 | -8.1% | -$12.67万 | 减仓 |
| BDX | BECTON DICKINSON & CO | $151.57万 | 0.10% | 10,016 | -275 | -2.7% | -$4.16万 | 减仓 |
| BX | BLACKSTONE INC | $153.97万 | 0.11% | 13,085 | 350 | 2.7% | $4.12万 | 加仓 |
| MLPX | GLOBAL X FDS | $172.67万 | 0.12% | 23,442 | -85 | -0.4% | -$6,261 | 减仓 |
| SO | SOUTHERN CO | $172.85万 | 0.12% | 18,060 | -8,308 | -31.5% | -$79.52万 | 减仓 |
| ORCL | ORACLE CORP | $176.91万 | 0.12% | 12,072 | -631 | -5.0% | -$9.25万 | 减仓 |
| AFG | AMERICAN FINANCIAL GROUP INC | $196.32万 | 0.14% | 14,029 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $199.51万 | 0.14% | 3,987 | -23 | -0.6% | -$1.15万 | 减仓 |
| WMT | WALMART INC | $212.13万 | 0.15% | 18,730 | -690 | -3.6% | -$7.81万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $297.12万 | 0.20% | 12,557 | -127 | -1.0% | -$3.01万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $317.42万 | 0.22% | 3,245 | -133 | -3.9% | -$13.01万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $340.14万 | 0.23% | 92,530 | 0 | 0.0% | — | 不变 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $374.43万 | 0.26% | 5 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $445.77万 | 0.31% | 49,126 | -815 | -1.6% | -$7.40万 | 减仓 |
| KO | COCA COLA CO | $453.20万 | 0.31% | 55,765 | -3,454 | -5.8% | -$28.07万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $481.16万 | 0.33% | 26,596 | -462 | -1.7% | -$8.36万 | 减仓 |
| LOW | LOWES COS INC | $665.84万 | 0.46% | 30,198 | -146 | -0.5% | -$3.22万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $860.27万 | 0.59% | 54,437 | -946 | -1.7% | -$14.95万 | 减仓 |
| AJG | GALLAGHER ARTHUR J & CO | $882.31万 | 0.61% | 38,433 | -240 | -0.6% | -$5.51万 | 减仓 |
| GLW | CORNING INC | $949.28万 | 0.65% | 37,164 | -1,227 | -3.2% | -$31.34万 | 减仓 |
| AMP | AMERIPRISE FINL INC | $1,147.77万 | 0.79% | 25,019 | 33 | 0.1% | $1.51万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $1,212.48万 | 0.83% | 82,684 | 593 | 0.7% | $8.70万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $1,404.85万 | 0.97% | 572,240 | 44,908 | 8.5% | $110.25万 | 加仓 |
| QCOM | QUALCOMM INC | $1,417.78万 | 0.98% | 76,724 | 512 | 0.7% | $9.46万 | 加仓 |
| — | EXXON MOBIL CORP | $1,432.11万 | 0.99% | 104,748 | -3,017 | -2.8% | -$41.25万 | 减仓 |
| GPC | GENUINE PARTS CO | $1,565.51万 | 1.08% | 132,692 | 4,132 | 3.2% | $48.75万 | 加仓 |
| OWL | BLUE OWL CAPITAL INC | $1,600.69万 | 1.10% | 1,829,364 | -1,957 | -0.1% | -$1.71万 | 减仓 |