VeraBank, N.A.
HENDERSON TX · SEC CIK 0001767297
$5.46亿2026Q1 申报市值
173持仓数
50.8%前十大占比 · 第一大 7.3%
0 / 7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
GUNR 加仓+$474.45万
DFIV 加仓+$303.74万
DFAU 加仓+$174.12万
VUG 加仓+$133.18万
DFIC 加仓+$119.23万
2026Q1 卖出最多 按季末市值估算
CRM 减仓-$105.60万
AAPL 减仓-$52.61万
CW 清仓-$46.31万
JPM 减仓-$33.33万
SBR 减仓-$32.19万
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 |
|---|---|---|---|---|---|---|---|---|
| DFAU | DIMENSIONAL ETF TRUST | $3,973.31万 | 7.27% | 880,610 | 38,591 | 4.6% | $174.12万 | 加仓 |
| QDF | FLEXSHARES TR | $3,664.15万 | 6.71% | 463,289 | 2,729 | 0.6% | $21.58万 | 加仓 |
| IVV | ISHARES TR | $3,265.79万 | 5.98% | 49,996 | 964 | 2.0% | $62.97万 | 加仓 |
| — | BLUE BELL CREAMERIES INC. | $3,209.50万 | 5.87% | 245 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $2,712.73万 | 4.97% | 62,106 | 3,049 | 5.2% | $133.18万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $2,519.67万 | 4.61% | 709,168 | 33,557 | 5.0% | $119.23万 | 加仓 |
| VIGI | VANGUARD WHITEHALL FDS | $2,420.18万 | 4.43% | 273,590 | 321 | 0.1% | $2.84万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $2,213.65万 | 4.05% | 274,715 | 5,362 | 2.0% | $43.21万 | 加仓 |
| DFLV | DIMENSIONAL ETF TRUST | $1,978.68万 | 3.62% | 554,098 | 13,382 | 2.5% | $47.79万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $1,819.33万 | 3.33% | 344,701 | 57,548 | 20.0% | $303.74万 | 加仓 |
| AAPL | APPLE INC | $1,758.46万 | 3.22% | 69,288 | -2,073 | -2.9% | -$52.61万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,345.83万 | 2.46% | 36,357 | 363 | 1.0% | $13.44万 | 加仓 |
| TDTT | FLEXSHARES TR | $1,080.34万 | 1.98% | 445,685 | 6,724 | 1.5% | $16.30万 | 加仓 |
| GOOG | ALPHABET INC | $1,069.50万 | 1.96% | 37,283 | -514 | -1.4% | -$14.74万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $992.70万 | 1.82% | 139,561 | 8,188 | 6.2% | $58.24万 | 加仓 |
| — | EXXON MOBIL CORP | $934.64万 | 1.71% | 55,089 | -1,105 | -2.0% | -$18.75万 | 减仓 |
| GUNR | FLEXSHARES TR | $779.64万 | 1.43% | 141,341 | 86,014 | 155.5% | $474.45万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $652.54万 | 1.19% | 22,183 | -1,133 | -4.9% | -$33.33万 | 减仓 |
| AMZN | AMAZON COM INC | $614.13万 | 1.12% | 29,487 | -200 | -0.7% | -$4.17万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $557.60万 | 1.02% | 11,636 | 58 | 0.5% | $2.78万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED FD | $552.51万 | 1.01% | 97,479 | -5,594 | -5.4% | -$31.71万 | 减仓 |
| GOOGL | ALPHABET INC | $547.72万 | 1.00% | 19,047 | -409 | -2.1% | -$11.76万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $532.00万 | 0.97% | 59,978 | 1,589 | 2.7% | $14.09万 | 加仓 |
| CVX | CHEVRON CORPORATION | $480.28万 | 0.88% | 23,213 | 1,232 | 5.6% | $25.49万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $435.13万 | 0.80% | 22,178 | -216 | -1.0% | -$4.24万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $365.07万 | 0.67% | 14,935 | -299 | -2.0% | -$7.31万 | 减仓 |
| ABBV | ABBVIE INC | $331.80万 | 0.61% | 15,256 | -254 | -1.6% | -$5.52万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $308.71万 | 0.57% | 20,845 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF TR | $306.44万 | 0.56% | 4,712 | -127 | -2.6% | -$8.26万 | 减仓 |
| LOW | LOWES COS INC | $295.80万 | 0.54% | 12,519 | -570 | -4.4% | -$13.47万 | 减仓 |
| IJR | ISHARES TR | $278.74万 | 0.51% | 22,423 | 415 | 1.9% | $5.16万 | 加仓 |
| RTX | RTX CORPORATION | $275.13万 | 0.50% | 14,263 | -1,350 | -8.6% | -$26.04万 | 减仓 |
| LLY | ELI LILLY & CO | $254.59万 | 0.47% | 2,768 | -250 | -8.3% | -$22.99万 | 减仓 |
| GLD | SPDR GOLD TR | $243.63万 | 0.45% | 5,662 | 350 | 6.6% | $15.06万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $243.50万 | 0.45% | 13,962 | -955 | -6.4% | -$16.66万 | 减仓 |
| VO | VANGUARD INDEX FDS | $241.29万 | 0.44% | 8,402 | -51 | -0.6% | -$1.46万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $239.14万 | 0.44% | 2,400 | -136 | -5.4% | -$13.55万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACT | $229.67万 | 0.42% | 6,796 | -401 | -5.6% | -$13.55万 | 减仓 |
| MCD | MCDONALDS CORP | $216.78万 | 0.40% | 6,975 | -632 | -8.3% | -$19.64万 | 减仓 |
| DFEM | DIMENSIONAL ETF TRUST | $211.13万 | 0.39% | 61,108 | -339 | -0.6% | -$1.17万 | 减仓 |
| IWF | ISHARES TR | $210.51万 | 0.39% | 4,937 | -20 | -0.4% | -$8,528 | 减仓 |
| ABT | ABBOTT LABORATORIES | $201.98万 | 0.37% | 19,673 | -422 | -2.1% | -$4.33万 | 减仓 |
| DE | DEERE & CO | $201.32万 | 0.37% | 3,574 | -132 | -3.6% | -$7.44万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $197.04万 | 0.36% | 468 | -18 | -3.7% | -$7.58万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $196.78万 | 0.36% | 12,274 | -374 | -3.0% | -$6.00万 | 减仓 |
| EFA | ISHARES TR | $196.05万 | 0.36% | 20,184 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $188.15万 | 0.34% | 6,079 | 241 | 4.1% | $7.46万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $186.02万 | 0.34% | 3,723 | -128 | -3.3% | -$6.40万 | 减仓 |
| PEP | PEPSICO INC | $181.50万 | 0.33% | 11,688 | -571 | -4.7% | -$8.87万 | 减仓 |
| META | META PLATFORMS INC | $181.25万 | 0.33% | 3,168 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $179.71万 | 0.33% | 12,442 | -963 | -7.2% | -$13.91万 | 减仓 |
| IJH | ISHARES TR | $175.69万 | 0.32% | 26,017 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $170.93万 | 0.31% | 4,858 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $169.80万 | 0.31% | 21,884 | -22 | -0.1% | -$1,707 | 减仓 |
| KO | COCA COLA CO | $165.39万 | 0.30% | 21,748 | -861 | -3.8% | -$6.55万 | 减仓 |
| DHR | DANAHER CORP DEL | $161.90万 | 0.30% | 8,539 | -251 | -2.9% | -$4.76万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $157.80万 | 0.29% | 16,990 | -469 | -2.7% | -$4.36万 | 减仓 |
| ORCL | ORACLE CORP | $156.61万 | 0.29% | 10,646 | -242 | -2.2% | -$3.56万 | 减仓 |
| V | VISA INC | $155.11万 | 0.28% | 5,132 | -175 | -3.3% | -$5.29万 | 减仓 |
| AJG | GALLAGHER ARTHUR J & CO | $154.83万 | 0.28% | 7,149 | -262 | -3.5% | -$5.67万 | 减仓 |
| SBR | SABINE RTY TR | $148.81万 | 0.27% | 19,752 | -4,272 | -17.8% | -$32.19万 | 减仓 |
| ASML | ASML HLDG NV | $148.73万 | 0.27% | 1,126 | -49 | -4.2% | -$6.47万 | 减仓 |
| WM | WASTE MGMT INC DEL | $144.72万 | 0.26% | 6,298 | 0 | 0.0% | — | 不变 |
| SDY | SPDR SERIES TRUST | $144.48万 | 0.26% | 9,900 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP | $141.63万 | 0.26% | 27,232 | -1,061 | -3.8% | -$5.52万 | 减仓 |
| IWD | ISHARES TR | $138.56万 | 0.25% | 6,485 | 0 | 0.0% | — | 不变 |
| GSK | GSK PLC | $133.94万 | 0.25% | 24,269 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $127.50万 | 0.23% | 10,599 | -1,042 | -9.0% | -$12.53万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $124.67万 | 0.23% | 5,835 | 0 | 0.0% | — | 不变 |
| ENB | ENBRIDGE INC | $123.53万 | 0.23% | 22,816 | -1,154 | -4.8% | -$6.25万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $123.32万 | 0.23% | 4,077 | -39 | -0.9% | -$1.18万 | 减仓 |
| AFL | AFLAC INC | $121.26万 | 0.22% | 11,053 | -82 | -0.7% | -$8,996 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $121.06万 | 0.22% | 7,322 | -617 | -7.8% | -$10.20万 | 减仓 |
| MMM | 3M CO | $118.46万 | 0.22% | 8,157 | -300 | -3.5% | -$4.36万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $111.36万 | 0.20% | 3,880 | -25 | -0.6% | -$7,175 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $106.35万 | 0.19% | 4,945 | -178 | -3.5% | -$3.83万 | 减仓 |
| ETN | EATON CORP PLC | $101.01万 | 0.18% | 2,824 | -70 | -2.4% | -$2.50万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $98.98万 | 0.18% | 2,884 | -98 | -3.3% | -$3.36万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 400 | $98.68万 | 0.18% | 1,600 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $97.63万 | 0.18% | 1,378 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $94.62万 | 0.17% | 14,338 | -734 | -4.9% | -$4.84万 | 减仓 |
| PFE | PFIZER INC | $91.34万 | 0.17% | 32,528 | -7,399 | -18.5% | -$20.78万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $90.40万 | 0.17% | 6,904 | -227 | -3.2% | -$2.97万 | 减仓 |
| — | HONEYWELL INTL INC | $89.58万 | 0.16% | 3,963 | -333 | -7.8% | -$7.53万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE INC | $89.57万 | 0.16% | 5,695 | -4 | -0.1% | -$629 | 减仓 |
| AMAT | APPLIED MATLS INC | $89.31万 | 0.16% | 2,613 | -100 | -3.7% | -$3.42万 | 减仓 |
| SHEL | SHELL PLC | $87.34万 | 0.16% | 9,391 | -183 | -1.9% | -$1.70万 | 减仓 |
| NUE | NUCOR CORP | $86.12万 | 0.16% | 5,093 | 0 | 0.0% | — | 不变 |
| HCA | HCA HEALTHCARE INC | $84.09万 | 0.15% | 1,777 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $83.27万 | 0.15% | 9,295 | -84 | -0.9% | -$7,526 | 减仓 |
| ITOT | ISHARES TR | $81.24万 | 0.15% | 5,704 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $80.66万 | 0.15% | 4,321 | -5,657 | -56.7% | -$105.60万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $80.64万 | 0.15% | 12,585 | 318 | 2.6% | $2.04万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $76.96万 | 0.14% | 15,330 | -470 | -3.0% | -$2.36万 | 减仓 |
| IWM | ISHARES TR | $76.36万 | 0.14% | 3,079 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP | $75.26万 | 0.14% | 2,695 | -83 | -3.0% | -$2.32万 | 减仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $74.73万 | 0.14% | 9,500 | -250 | -2.6% | -$1.97万 | 减仓 |
| HAL | HALLIBURTON CO | $72.52万 | 0.13% | 18,600 | 0 | 0.0% | — | 不变 |
| GBCI | GLACIER BANCORP INC NEW | $71.27万 | 0.13% | 15,955 | 10,518 | 193.5% | $46.98万 | 加仓 |
| WMT | WALMART INC | $71.08万 | 0.13% | 5,719 | -254 | -4.3% | -$3.16万 | 减仓 |