13F 机构持仓

VeraBank, N.A.

HENDERSON TX · SEC CIK 0001767297

2026Q22026Q1 更早 9 个季度 🔒
$6.04亿2026Q2 申报市值
167持仓数
54.3%前十大占比 · 第一大 8.3%
5 / 13新建仓 / 清仓
申报市值走势$6.04亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

DFAU 8.3%
QDF 7.1%
IVV 6.6%
VUG 5.9%
BLUE BELL CREA 5.4%
DFIC 4.7%
DFLV 4.6%
AVEM 4.5%
VIGI 4.0%
DFIV 3.3%

2026Q2 买入最多 按季末市值估算

DFLV 加仓+$618.74万
DFAU 加仓+$465.59万
VUG 加仓+$349.36万
IVV 加仓+$248.18万
DFIC 加仓+$214.60万

2026Q2 卖出最多 按季末市值估算

JEPI 减仓-$193.57万
VIGI 减仓-$159.55万
MSFT 减仓-$89.34万
AAPL 减仓-$53.13万
TSM 减仓-$52.58万

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
DFAU DIMENSIONAL ETF TRUST $5,017.47万8.30%970,684 90,07410.2% $465.59万 加仓
QDF FLEXSHARES TR $4,273.47万7.07%475,253 11,9642.6% $107.58万 加仓
IVV ISHARES TR $3,992.33万6.61%53,310 3,3146.6% $248.18万 加仓
VUG VANGUARD INDEX FDS $3,559.24万5.89%413,193 40,55710.9% $349.36万 加仓
— BLUE BELL CREAMERIES INC. $3,234.00万5.35%245 00.0% — 不变
DFIC DIMENSIONAL ETF TRUST $2,856.96万4.73%766,762 57,5948.1% $214.60万 加仓
DFLV DIMENSIONAL ETF TRUST $2,809.65万4.65%710,583 156,48528.2% $618.74万 加仓
AVEM AMERICAN CENTY ETF TR $2,721.48万4.50%282,048 7,3332.7% $70.76万 加仓
VIGI VANGUARD WHITEHALL FDS $2,395.23万3.96%256,504 -17,086-6.2% -$159.55万 减仓
DFIV DIMENSIONAL ETF TRUST $1,965.51万3.25%363,849 19,1485.6% $103.44万 加仓
AAPL APPLE INC $1,951.79万3.23%67,452 -1,836-2.6% -$53.13万 减仓
GOOG ALPHABET INC $1,281.92万2.12%36,281 -1,002-2.7% -$35.40万 减仓
MSFT MICROSOFT CORP $1,266.85万2.10%33,962 -2,395-6.6% -$89.34万 减仓
— DIMENSIONAL ETF TRUST $1,257.13万2.08%152,676 13,1159.4% $107.99万 加仓
TDTT FLEXSHARES TR $1,115.39万1.85%466,494 20,8094.7% $49.75万 加仓
GUNR FLEXSHARES TR $743.64万1.23%150,900 9,5596.8% $47.11万 加仓
— EXXON MOBIL CORP $713.13万1.18%52,160 -2,929-5.3% -$40.05万 减仓
JPM JPMORGAN CHASE & CO $712.43万1.18%21,765 -418-1.9% -$13.68万 减仓
AMZN AMAZON COM INC $682.08万1.13%28,618 -869-2.9% -$20.71万 减仓
GOOGL ALPHABET INC $661.03万1.09%18,497 -550-2.9% -$19.66万 减仓
VNQ VANGUARD INDEX FDS $620.53万1.03%64,350 4,3727.3% $42.16万 加仓
BRK/B BERKSHIRE HATHAWAY INC DEL $568.94万0.94%11,370 -266-2.3% -$13.31万 减仓
VTV VANGUARD INDEX FDS $482.45万0.80%22,138 -40-0.2% -$8,717 减仓
PANW PALO ALTO NETWORKS INC $408.44万0.68%11,977 -297-2.4% -$10.13万 减仓
CVX CHEVRON CORPORATION $380.80万0.63%22,973 -240-1.0% -$3.98万 减仓
JNJ JOHNSON & JOHNSON $375.52万0.62%14,786 -149-1.0% -$3.78万 减仓
ABBV ABBVIE INC $364.53万0.60%14,486 -770-5.0% -$19.38万 减仓
JEPI J P MORGAN EXCHANGE TRADED FD $356.99万0.59%63,207 -34,272-35.2% -$193.57万 减仓
VYM VANGUARD WHITEHALL FDS $330.88万0.55%20,938 930.4% $1.47万 加仓
SPY STATE STR SPDR S&P 500 ETF TR $328.06万0.54%4,393 -319-6.8% -$23.82万 减仓
IJR ISHARES TR $328.03万0.54%22,118 -305-1.4% -$4.52万 减仓
LLY ELI LILLY & CO $315.69万0.52%2,632 -136-4.9% -$16.31万 减仓
NVDA NVIDIA CORPORATION $272.28万0.45%13,608 -354-2.5% -$7.08万 减仓
TSM TAIWAN SEMICONDUCTOR MANUFACT $271.98万0.45%5,695 -1,101-16.2% -$52.58万 减仓
RTX RTX CORPORATION $269.11万0.45%14,184 -79-0.6% -$1.50万 减仓
LOW LOWES COS INC $268.87万0.44%12,194 -325-2.6% -$7.17万 减仓
VO VANGUARD INDEX FDS $261.11万0.43%32,408 -1,200-3.6% -$9.67万 减仓
CSCO CISCO SYS INC $251.47万0.42%21,409 -475-2.2% -$5.58万 减仓
LRCX LAM RESEARCH CORP $242.01万0.40%5,585 -250-4.3% -$10.83万 减仓
DFEM DIMENSIONAL ETF TRUST $239.37万0.40%58,901 -2,207-3.6% -$8.97万 减仓
DE DEERE & CO $226.20万0.37%3,566 -8-0.2% -$5,075 减仓
IWF ISHARES TR $219.43万0.36%17,672 -2,076-10.5% -$25.78万 减仓
AVGO BROADCOM INC $217.55万0.36%5,759 -320-5.3% -$12.09万 减仓
IJH ISHARES TR $216.04万0.36%28,017 2,0007.7% $15.42万 加仓
EFA ISHARES TR $209.67万0.35%20,184 00.0% — 不变
GLD SPDR GOLD TR $208.58万0.35%5,662 00.0% — 不变
COST COSTCO WHOLESALE CORPORATION $199.26万0.33%2,130 -270-11.2% -$25.26万 减仓
BKNG BOOKING HOLDINGS INC $196.60万0.33%11,030 -670-5.7% -$11.94万 减仓
MCD MCDONALDS CORP $184.73万0.31%6,834 -141-2.0% -$3.81万 减仓
ASML ASML HLDG NV $183.82万0.30%924 -202-17.9% -$40.19万 减仓
AMAT APPLIED MATLS INC $181.33万0.30%2,508 -105-4.0% -$7.59万 减仓
PG PROCTER & GAMBLE CO $180.29万0.30%12,295 -147-1.2% -$2.16万 减仓
ABT ABBOTT LABORATORIES $175.97万0.29%19,393 -280-1.4% -$2.54万 减仓
META META PLATFORMS INC $172.54万0.29%3,063 -105-3.3% -$5.91万 减仓
KO COCA COLA CO $168.62万0.28%20,748 -1,000-4.6% -$8.13万 减仓
AMGN AMGEN INC $167.88万0.28%4,636 -222-4.6% -$8.04万 减仓
DHR DANAHER CORP DEL $159.03万0.26%8,349 -190-2.2% -$3.62万 减仓
V VISA INC $158.82万0.26%4,629 -503-9.8% -$17.26万 减仓
PEP PEPSICO INC $156.55万0.26%11,562 -126-1.1% -$1.71万 减仓
MA MASTERCARD INCORPORATED $154.75万0.26%3,013 -710-19.1% -$36.47万 减仓
USB US BANCORP $152.22万0.25%25,202 -2,030-7.5% -$12.26万 减仓
ORCL ORACLE CORP $152.16万0.25%10,383 -263-2.5% -$3.85万 减仓
NEE NEXTERA ENERGY INC $148.18万0.25%16,883 -107-0.6% -$9,391 减仓
SBR SABINE RTY TR $144.58万0.24%19,752 00.0% — 不变
IWD ISHARES TR $142.65万0.24%5,884 -601-9.3% -$14.57万 减仓
CAT CATERPILLAR INC $141.42万0.23%1,328 -50-3.6% -$5.32万 减仓
WM WASTE MGMT INC DEL $139.77万0.23%6,271 -27-0.4% -$6,018 减仓
MMM 3M CO $132.07万0.22%8,157 00.0% — 不变
AXP AMERICAN EXPRESS CO $131.88万0.22%3,899 -178-4.4% -$6.02万 减仓
SDY SPDR SERIES TRUST $131.51万0.22%8,642 -1,258-12.7% -$19.14万 减仓
MRK MERCK & CO INC $131.35万0.22%10,222 -377-3.6% -$4.84万 减仓
PM PHILIP MORRIS INTL INC $129.86万0.21%7,178 -144-2.0% -$2.61万 减仓
AFL AFLAC INC $129.60万0.21%11,053 00.0% — 不变
AJG GALLAGHER ARTHUR J & CO $128.93万0.21%5,616 -1,533-21.4% -$35.19万 减仓
ETN EATON CORP PLC $118.33万0.20%2,777 -47-1.7% -$2.00万 减仓
MDY STATE STR SPDR S&P MIDCAP 400 $109.02万0.18%1,550 -50-3.1% -$3.52万 减仓
ENB ENBRIDGE INC $108.54万0.18%20,023 -2,793-12.2% -$15.14万 减仓
GSK GSK PLC $107.47万0.18%20,501 -3,768-15.5% -$19.75万 减仓
NSC NORFOLK SOUTHN CORP $106.33万0.18%3,380 -500-12.9% -$15.73万 减仓
NUE NUCOR CORP $103.85万0.17%4,662 -431-8.5% -$9.60万 减仓
MO ALTRIA GROUP INC $103.16万0.17%14,338 00.0% — 不变
SBUX STARBUCKS CORP $92.36万0.15%9,038 -257-2.8% -$2.63万 减仓
GD GENERAL DYNAMICS CORP $90.12万0.15%2,544 -340-11.8% -$12.04万 减仓
VIG VANGUARD SPECIALIZED FUNDS $89.68万0.15%3,790 -1,155-23.4% -$27.33万 减仓
IWM ISHARES TR $89.56万0.15%2,981 -98-3.2% -$2.94万 减仓
MU MICRON TECHNOLOGY INC $88.07万0.15%763 00.0% — 不变
ITOT ISHARES TR $83.68万0.14%5,094 -610-10.7% -$10.02万 减仓
VEA VANGUARD TAX-MANAGED FDS $83.06万0.14%11,658 -927-7.4% -$6.60万 减仓
CP CANADIAN PACIFIC KANSAS CITY $82.32万0.14%9,500 00.0% — 不变
DUK DUKE ENERGY CORP NEW $72.63万0.12%5,738 -1,166-16.9% -$14.76万 减仓
GBCI GLACIER BANCORP INC NEW $69.77万0.12%13,526 -2,429-15.2% -$12.53万 减仓
HCA HCA HEALTHCARE INC $69.28万0.11%1,777 00.0% — 不变
PFE PFIZER INC $68.95万0.11%28,634 -3,894-12.0% -$9.38万 减仓
— KRANESHARES TRUST $67.25万0.11%12,817 -4,114-24.3% -$21.58万 减仓
CEG CONSTELLATION ENERGY CORP $66.94万0.11%2,695 00.0% — 不变
UNP UNION PAC CORP $66.56万0.11%2,447 -69-2.7% -$1.88万 减仓
ICE INTERCONTINENTAL EXCHANGE INC $65.29万0.11%5,303 -392-6.9% -$4.83万 减仓
BAC BANK OF AMER CORP $64.44万0.11%11,309 -160-1.4% -$9,117 减仓
HD HOME DEPOT INC $62.32万0.10%1,767 -7-0.4% -$2,469 减仓
LIN LINDE PLC $60.98万0.10%1,175 00.0% — 不变