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 |
|---|---|---|---|---|---|---|---|---|
| MRK | MERCK & CO INC | $46.09万 | 0.03% | 3,587 | -378 | -9.5% | -$4.86万 | 减仓 |
| MCD | MCDONALDS CORP | $45.98万 | 0.03% | 1,701 | 28 | 1.7% | $7,569 | 加仓 |
| WSO | WATSCO INC | $45.24万 | 0.03% | 1,086 | -69 | -6.0% | -$2.87万 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $43.77万 | 0.03% | 3,956 | -275 | -6.5% | -$3.04万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $42.99万 | 0.03% | 2,020 | 0 | 0.0% | — | 不变 |
| VRT | VERTIV HOLDINGS CO | $42.86万 | 0.03% | 1,280 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC | $41.70万 | 0.03% | 849 | -125 | -12.8% | -$6.14万 | 减仓 |
| SCHK | SCHWAB STRATEGIC TR | $40.57万 | 0.03% | 11,250 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $40.42万 | 0.03% | 1,696 | 34 | 2.0% | $8,104 | 加仓 |
| ASTS | AST SPACEMOBILE INC | $39.54万 | 0.03% | 4,450 | -511 | -10.3% | -$4.54万 | 减仓 |
| AFL | AFLAC INC | $38.38万 | 0.03% | 3,273 | -86 | -2.6% | -$1.01万 | 减仓 |
| USB | US BANCORP | $35.65万 | 0.02% | 5,902 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT | $35.08万 | 0.02% | 1,344 | -84 | -5.9% | -$2.19万 | 减仓 |
| GE | GE AEROSPACE | $34.78万 | 0.02% | 930 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY-CLARK CORP | $34.03万 | 0.02% | 3,100 | 3,100 | — | $34.03万 | 新建仓 |
| MRSH | MARSH & MCLENNAN COS INC | $34.00万 | 0.02% | 2,040 | 140 | 7.4% | $2.33万 | 加仓 |
| GEV | GE VERNOVA INC | $33.60万 | 0.02% | 286 | 11 | 4.0% | $1.29万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $33.54万 | 0.02% | 974 | 74 | 8.2% | $2.55万 | 加仓 |
| EMR | EMERSON ELEC CO | $32.88万 | 0.02% | 2,297 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC | $32.23万 | 0.02% | 7,852 | 2,039 | 35.1% | $8.37万 | 加仓 |
| ES | EVERSOURCE ENERGY | $30.90万 | 0.02% | 4,275 | -200 | -4.5% | -$1.45万 | 减仓 |
| ET | ENERGY TRANSFER L P | $30.11万 | 0.02% | 15,748 | -2,130 | -11.9% | -$4.07万 | 减仓 |
| WFC | WELLS FARGO & CO | $29.79万 | 0.02% | 3,605 | 0 | 0.0% | — | 不变 |
| ZTS | ZOETIS INC | $29.64万 | 0.02% | 4,125 | 971 | 30.8% | $6.98万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $29.41万 | 0.02% | 1,588 | -18 | -1.1% | -$3,334 | 减仓 |
| BN | BROOKFIELD CORP | $29.13万 | 0.02% | 6,840 | 0 | 0.0% | — | 不变 |
| SCHX | SCHWAB STRATEGIC TR | $28.78万 | 0.02% | 9,780 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $28.23万 | 0.02% | 445 | 0 | 0.0% | — | 不变 |
| APH | AMPHENOL CORP | $27.35万 | 0.02% | 1,551 | 1,551 | — | $27.35万 | 新建仓 |
| SJM | SMUCKER J M CO | $27.28万 | 0.02% | 2,425 | 90 | 3.9% | $1.01万 | 加仓 |
| FDX | FEDEX CORP | $26.30万 | 0.02% | 840 | 0 | 0.0% | — | 不变 |
| IUSG | ISHARES TR | $25.50万 | 0.02% | 1,356 | 0 | 0.0% | — | 不变 |
| POOL | POOL CORP | $24.91万 | 0.02% | 1,159 | -320 | -21.6% | -$6.88万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $22.87万 | 0.02% | 5,045 | -2,445 | -32.6% | -$11.09万 | 减仓 |
| TSLA | TESLA INC | $21.91万 | 0.02% | 521 | -15 | -2.8% | -$6,309 | 重新持有 |
| PANW | PALO ALTO NETWORKS INC | $21.14万 | 0.01% | 620 | 620 | — | $21.14万 | 新建仓 |
| NMFC | NEW MTN FIN CORP | $7.17万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| TMC | TMC THE METALS COMPANY INC | $4.43万 | 0.00% | 10,000 | 10,000 | — | $4.43万 | 新建仓 |
| 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 |