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 |
|---|---|---|---|---|---|---|---|---|
| DELL | DELL TECHNOLOGIES INC | $7,967.64万 | 5.48% | 184,667 | -14,015 | -7.1% | -$604.69万 | 减仓 |
| AVGO | BROADCOM INC | $6,923.87万 | 4.76% | 183,292 | -1,897 | -1.0% | -$71.66万 | 减仓 |
| STT | STATE STR CORP | $4,928.78万 | 3.39% | 290,612 | -2,327 | -0.8% | -$39.47万 | 减仓 |
| ABBV | ABBVIE INC | $4,503.65万 | 3.10% | 178,972 | 1,571 | 0.9% | $39.53万 | 加仓 |
| RTX | RTX CORPORATION | $4,064.87万 | 2.80% | 214,245 | 1,541 | 0.7% | $29.24万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $4,059.97万 | 2.79% | 124,033 | -1,114 | -0.9% | -$36.46万 | 减仓 |
| AMGN | AMGEN INC | $3,776.88万 | 2.60% | 104,299 | 865 | 0.8% | $31.32万 | 加仓 |
| MSFT | MICROSOFT CORP | $3,569.33万 | 2.46% | 95,687 | 993 | 1.0% | $37.04万 | 加仓 |
| AAPL | APPLE INC | $3,552.57万 | 2.44% | 122,773 | -860 | -0.7% | -$24.89万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $3,444.69万 | 2.37% | 272,652 | 268 | 0.1% | $3.39万 | 加仓 |
| PFE | PFIZER INC | $3,223.19万 | 2.22% | 1,338,533 | 12,551 | 0.9% | $30.22万 | 加仓 |
| ENB | ENBRIDGE INC | $3,117.93万 | 2.14% | 575,157 | -4,330 | -0.7% | -$23.47万 | 减仓 |
| PEP | PEPSICO INC | $2,974.44万 | 2.05% | 219,678 | 2,611 | 1.2% | $35.35万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $2,920.66万 | 2.01% | 115,000 | -139 | -0.1% | -$3.53万 | 减仓 |
| VICI | VICI PPTYS INC | $2,893.10万 | 1.99% | 1,089,678 | 13,714 | 1.3% | $36.41万 | 加仓 |
| CVX | CHEVRON CORPORATION | $2,822.53万 | 1.94% | 170,278 | -1,703 | -1.0% | -$28.23万 | 减仓 |
| OKE | ONEOK INC NEW | $2,799.01万 | 1.93% | 321,947 | 1,669 | 0.5% | $14.51万 | 加仓 |
| CINF | CINCINNATI FINL CORP | $2,769.97万 | 1.91% | 149,615 | 43,785 | 41.4% | $810.64万 | 加仓 |
| AUB | ATLANTIC UN BANKSHARES CORP | $2,659.30万 | 1.83% | 628,527 | 4,810 | 0.8% | $20.35万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $2,564.26万 | 1.76% | 292,157 | -438 | -0.1% | -$3.84万 | 减仓 |
| WEC | WEC ENERGY GROUP INC | $2,562.89万 | 1.76% | 219,482 | 81,158 | 58.7% | $947.68万 | 加仓 |
| CMI | CUMMINS INC | $2,451.02万 | 1.69% | 34,366 | -570 | -1.6% | -$40.65万 | 减仓 |
| TGT | TARGET CORP | $2,445.66万 | 1.68% | 187,249 | 1,446 | 0.8% | $18.89万 | 加仓 |
| TXN | TEXAS INSTRS INC | $2,399.70万 | 1.65% | 80,508 | -39,488 | -32.9% | -$1,177.02万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $2,371.37万 | 1.63% | 190,563 | 14,374 | 8.2% | $178.87万 | 加仓 |
| MO | ALTRIA GROUP INC | $2,327.44万 | 1.60% | 323,480 | -396 | -0.1% | -$2.85万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $2,324.66万 | 1.60% | 549,045 | 1,981 | 0.4% | $8.39万 | 加仓 |
| PLD | PROLOGIS INC. | $2,314.71万 | 1.59% | 170,865 | -571 | -0.3% | -$7.74万 | 减仓 |
| MET | METLIFE INC | $2,265.47万 | 1.56% | 267,754 | 1,029 | 0.4% | $8.71万 | 加仓 |
| NNN | NNN REIT INC | $2,204.80万 | 1.52% | 473,845 | 2,274 | 0.5% | $10.58万 | 加仓 |
| CSCO | CISCO SYS INC | $2,203.66万 | 1.52% | 187,609 | -96,589 | -34.0% | -$1,134.54万 | 减仓 |
| FNF | FIDELITY NATL FINL INC | $2,172.27万 | 1.49% | 460,616 | 11,147 | 2.5% | $52.57万 | 加仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $2,157.73万 | 1.48% | 546,262 | -3,613 | -0.7% | -$14.27万 | 减仓 |
| CNI | CANADIAN NATL RY CO | $2,078.40万 | 1.43% | 174,304 | 1,170 | 0.7% | $13.95万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $1,999.74万 | 1.38% | 186,022 | 959 | 0.5% | $10.31万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $1,953.04万 | 1.34% | 69,451 | 2,045 | 3.0% | $57.51万 | 加仓 |
| PRU | PRUDENTIAL FINL INC | $1,946.24万 | 1.34% | 180,324 | -32,896 | -15.4% | -$355.05万 | 减仓 |
| PSX | PHILLIPS 66 | $1,893.88万 | 1.30% | 112,031 | -543 | -0.5% | -$9.18万 | 减仓 |
| MDT | MEDTRONIC PLC | $1,797.00万 | 1.24% | 229,707 | 11,197 | 5.1% | $87.59万 | 加仓 |
| BIPC | BROOKFIELD INFRASTRUCTURE CO | $1,746.05万 | 1.20% | 453,520 | 165,494 | 57.5% | $637.15万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $1,741.12万 | 1.20% | 34,176 | 2 | 0.0% | $1,019 | 加仓 |
| HD | HOME DEPOT INC | $1,710.85万 | 1.18% | 48,510 | 21,923 | 82.5% | $773.18万 | 加仓 |
| SBUX | STARBUCKS CORP | $1,703.08万 | 1.17% | 166,658 | 1,221 | 0.7% | $12.48万 | 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 |
| GPC | GENUINE PARTS CO | $1,565.51万 | 1.08% | 132,692 | 4,132 | 3.2% | $48.75万 | 加仓 |
| — | EXXON MOBIL CORP | $1,432.11万 | 0.99% | 104,748 | -3,017 | -2.8% | -$41.25万 | 减仓 |
| QCOM | QUALCOMM INC | $1,417.78万 | 0.98% | 76,724 | 512 | 0.7% | $9.46万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $1,404.85万 | 0.97% | 572,240 | 44,908 | 8.5% | $110.25万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $1,212.48万 | 0.83% | 82,684 | 593 | 0.7% | $8.70万 | 加仓 |
| AMP | AMERIPRISE FINL INC | $1,147.77万 | 0.79% | 25,019 | 33 | 0.1% | $1.51万 | 加仓 |
| GLW | CORNING INC | $949.28万 | 0.65% | 37,164 | -1,227 | -3.2% | -$31.34万 | 减仓 |
| AJG | GALLAGHER ARTHUR J & CO | $882.31万 | 0.61% | 38,433 | -240 | -0.6% | -$5.51万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $860.27万 | 0.59% | 54,437 | -946 | -1.7% | -$14.95万 | 减仓 |
| LOW | LOWES COS INC | $665.84万 | 0.46% | 30,198 | -146 | -0.5% | -$3.22万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $481.16万 | 0.33% | 26,596 | -462 | -1.7% | -$8.36万 | 减仓 |
| KO | COCA COLA CO | $453.20万 | 0.31% | 55,765 | -3,454 | -5.8% | -$28.07万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $445.77万 | 0.31% | 49,126 | -815 | -1.6% | -$7.40万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $374.43万 | 0.26% | 5 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PARTNERS L | $340.14万 | 0.23% | 92,530 | 0 | 0.0% | — | 不变 |
| PH | PARKER-HANNIFIN CORP | $317.42万 | 0.22% | 3,245 | -133 | -3.9% | -$13.01万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $297.12万 | 0.20% | 12,557 | -127 | -1.0% | -$3.01万 | 减仓 |
| WMT | WALMART INC | $212.13万 | 0.15% | 18,730 | -690 | -3.6% | -$7.81万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $199.51万 | 0.14% | 3,987 | -23 | -0.6% | -$1.15万 | 减仓 |
| AFG | AMERICAN FINANCIAL GROUP INC | $196.32万 | 0.14% | 14,029 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $176.91万 | 0.12% | 12,072 | -631 | -5.0% | -$9.25万 | 减仓 |
| SO | SOUTHERN CO | $172.85万 | 0.12% | 18,060 | -8,308 | -31.5% | -$79.52万 | 减仓 |
| MLPX | GLOBAL X FDS | $172.67万 | 0.12% | 23,442 | -85 | -0.4% | -$6,261 | 减仓 |
| BX | BLACKSTONE INC | $153.97万 | 0.11% | 13,085 | 350 | 2.7% | $4.12万 | 加仓 |
| BDX | BECTON DICKINSON & CO | $151.57万 | 0.10% | 10,016 | -275 | -2.7% | -$4.16万 | 减仓 |
| KLAC | KLA CORP | $143.01万 | 0.10% | 4,740 | -420 | -8.1% | -$12.67万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $142.20万 | 0.10% | 7,107 | 1,126 | 18.8% | $22.53万 | 加仓 |
| MS | MORGAN STANLEY | $140.01万 | 0.10% | 6,698 | -865 | -11.4% | -$18.08万 | 减仓 |
| OGE | OGE ENERGY CORP | $132.27万 | 0.09% | 27,182 | -6,705 | -19.8% | -$32.63万 | 减仓 |
| TFC | TRUIST FINL CORP | $125.31万 | 0.09% | 25,152 | -5,284 | -17.4% | -$26.32万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $123.50万 | 0.08% | 3,651 | 0 | 0.0% | — | 不变 |
| VSXY | VICTORIAS SECRET AND CO | $120.75万 | 0.08% | 14,464 | 0 | 0.0% | — | 不变 |
| HSY | HERSHEY CO | $111.25万 | 0.08% | 6,341 | -301 | -4.5% | -$5.28万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $106.32万 | 0.07% | 2,558 | -373 | -12.7% | -$15.50万 | 减仓 |
| BAC | BANK OF AMER CORP | $101.31万 | 0.07% | 17,780 | -1,244 | -6.5% | -$7.09万 | 减仓 |
| V | VISA INC | $94.16万 | 0.06% | 2,745 | -374 | -12.0% | -$12.83万 | 减仓 |
| GOOGL | ALPHABET INC | $82.91万 | 0.06% | 2,320 | -172 | -6.9% | -$6.15万 | 减仓 |
| PPG | PPG INDS INC | $78.71万 | 0.05% | 6,489 | -615 | -8.7% | -$7.46万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $76.24万 | 0.05% | 815 | -100 | -10.9% | -$9.35万 | 减仓 |
| HCA | HCA HEALTHCARE INC | $73.65万 | 0.05% | 1,889 | -10 | -0.5% | -$3,899 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $71.40万 | 0.05% | 3,188 | -218 | -6.4% | -$4.88万 | 减仓 |
| GOOG | ALPHABET INC | $69.68万 | 0.05% | 1,972 | -129 | -6.1% | -$4.56万 | 减仓 |
| SNA | SNAP ON INC | $65.07万 | 0.04% | 1,617 | 72 | 4.7% | $2.90万 | 加仓 |
| — | CONSUMER PORTFOLIO SVCS INC | $63.08万 | 0.04% | 65,742 | -7,266 | -10.0% | -$6.97万 | 减仓 |
| IVV | ISHARES TR | $61.78万 | 0.04% | 825 | 0 | 0.0% | — | 不变 |
| NDAQ | NASDAQ INC | $60.38万 | 0.04% | 7,661 | -849 | -10.0% | -$6.69万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $59.58万 | 0.04% | 1,375 | 210 | 18.0% | $9.10万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $58.05万 | 0.04% | 18,306 | -3,060 | -14.3% | -$9.70万 | 减仓 |
| TPR | TAPESTRY INC | $57.32万 | 0.04% | 3,916 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG | $54.12万 | 0.04% | 3,453 | -25 | -0.7% | -$3,918 | 减仓 |
| MA | MASTERCARD INCORPORATED | $53.52万 | 0.04% | 1,042 | 97 | 10.3% | $4.98万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $52.88万 | 0.04% | 1,955 | -243 | -11.1% | -$6.57万 | 减仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $49.89万 | 0.03% | 6,530 | -3,623 | -35.7% | -$27.68万 | 减仓 |
| ADI | ANALOG DEVICES INC | $49.13万 | 0.03% | 1,237 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $47.71万 | 0.03% | 448 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $46.98万 | 0.03% | 834 | -138 | -14.2% | -$7.77万 | 减仓 |