13F 机构持仓

VIRGINIA WEALTH MANAGEMENT GROUP, INC.

VIRGINIA BEACH VA · SEC CIK 0001898282

2026Q22026Q1 更早 9 个季度 🔒
$2.01亿2026Q2 申报市值
57持仓数
34.2%前十大占比 · 第一大 4.5%
2 / 1新建仓 / 清仓
申报市值走势$2.01亿2026Q2
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

BRK/A 4.5%
CSCO 4.0%
JPM 3.7%
KMI 3.4%
PSX 3.2%
IBDT 3.1%
CB 3.1%
AAPL 3.1%
IBDR 3.0%
IBDS 3.0%

2026Q2 买入最多 按季末市值估算

IBDT 加仓+$126.94万
IBDR 加仓+$121.82万
IBDS 加仓+$121.77万
IBDU 加仓+$116.49万
IBDV 加仓+$109.65万

2026Q2 卖出最多 按季末市值估算

CSCO 减仓-$72.72万
GDX 清仓-$23.40万
KMI 减仓-$1.43万
LOW 减仓-$9,923
AAPL 减仓-$3,762

2026Q2 持仓明细 点表头排序

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
GDX VANECK ETF TRUST $00.00%0 -2,550-100.0% -$23.40万 清仓
— FURY GOLD MINES LIMITED $3.78万0.02%70,000 00.0% — 不变
— TRX GOLD CORPORATION $6.19万0.03%75,000 00.0% — 不变
VIG VANGUARD SPECIALIZED FUNDS $21.53万0.11%910 00.0% — 重新持有
VYM VANGUARD WHITEHALL FDS $22.69万0.11%1,436 1,436— $22.69万 新建仓
ABBV ABBVIE INC $23.15万0.12%920 00.0% — 不变
EFX EQUIFAX INC $23.81万0.12%1,500 00.0% — 不变
BRK/B BERKSHIRE HATHAWAY INC DEL $26.72万0.13%534 00.0% — 不变
CTAS CINTAS CORP $34.02万0.17%2,000 00.0% — 不变
ARTY ISHARES TR $38.08万0.19%5,000 00.0% — 不变
IHAK ISHARES TR $38.64万0.19%6,365 6,365— $38.64万 新建仓
GLD SPDR GOLD TR $40.04万0.20%1,087 23026.8% $8.47万 加仓
GOOG ALPHABET INC $41.27万0.21%1,168 302.6% $1.06万 加仓
NVDA NVIDIA CORPORATION $41.28万0.21%2,063 633.1% $1.26万 加仓
RSP INVESCO EXCHANGE TRADED FD T $56.82万0.28%2,671 32413.8% $6.89万 加仓
COST COSTCO WHOLESALE CORPORATION $59.50万0.30%636 00.0% — 不变
ABT ABBOTT LABORATORIES $61.87万0.31%6,818 00.0% — 不变
LOW LOWES COS INC $79.51万0.40%3,606 -45-1.2% -$9,923 减仓
GOOGL ALPHABET INC $80.44万0.40%2,251 00.0% — 不变
SPY STATE STR SPDR S&P 500 ETF T $151.82万0.76%2,033 331.7% $2.46万 加仓
ADI ANALOG DEVICES INC $200.05万1.00%5,037 00.0% — 不变
HD HOME DEPOT INC $222.91万1.11%6,321 2113.5% $7.44万 加仓
MDT MEDTRONIC PLC $272.70万1.36%34,859 6241.8% $4.88万 加仓
VZ VERIZON COMMUNICATIONS INC $307.78万1.53%72,692 1,0601.5% $4.49万 加仓
O REALTY INCOME CORP $352.06万1.75%56,820 8241.5% $5.11万 加仓
STAG STAG INDUSTRIAL INC $362.24万1.80%95,176 1,1811.3% $4.49万 加仓
MCD MCDONALDS CORP $368.18万1.83%13,620 2201.6% $5.95万 加仓
WMT WALMART INC $386.01万1.92%34,082 640.2% $7,249 加仓
D DOMINION ENERGY INC $391.35万1.95%57,307 7111.3% $4.86万 加仓
HSY HERSHEY CO $398.80万1.99%22,730 4622.1% $8.11万 加仓
AMGN AMGEN INC $424.26万2.11%11,716 1111.0% $4.02万 加仓
EMR EMERSON ELEC CO $434.89万2.17%30,380 3471.2% $4.97万 加仓
MKL MARKEL GROUP INC $438.06万2.18%2,243 48527.6% $94.72万 加仓
BX BLACKSTONE INC $469.73万2.34%39,919 7041.8% $8.28万 加仓
MAA MID-AMER APT CMNTYS INC $470.71万2.34%33,878 4691.4% $6.52万 加仓
MSFT MICROSOFT CORP $477.36万2.38%12,797 1931.5% $7.20万 加仓
AFL AFLAC INC $494.65万2.46%42,188 -26-0.1% -$3,048 减仓
BLK BLACKROCK INC $495.14万2.47%5,149 571.1% $5.48万 加仓
PEP PEPSICO INC $497.64万2.48%36,753 3000.8% $4.06万 加仓
IBDW ISHARES TR $504.57万2.51%242,115 50,30026.2% $104.83万 加仓
DUK DUKE ENERGY CORP NEW $509.33万2.54%40,238 3490.9% $4.42万 加仓
TGT TARGET CORP $528.05万2.63%40,430 4201.0% $5.49万 加仓
SO SOUTHERN CO $534.92万2.66%55,890 4260.8% $4.08万 加仓
IBDV ISHARES TR $544.32万2.71%249,690 50,30025.2% $109.65万 加仓
DRI DARDEN RESTAURANTS INC $557.97万2.78%27,085 2170.8% $4.47万 加仓
QCOM QUALCOMM INC $568.96万2.83%30,789 1060.3% $1.96万 加仓
IBDU ISHARES TR $577.65万2.88%249,415 50,30025.3% $116.49万 加仓
CVX CHEVRON CORPORATION $581.34万2.89%35,071 2320.7% $3.85万 加仓
IBDS ISHARES TR $605.23万3.01%249,890 50,27525.2% $121.77万 加仓
IBDR ISHARES TR $605.48万3.02%249,890 50,27525.2% $121.82万 加仓
AAPL APPLE INC $615.39万3.06%21,267 -13-0.1% -$3,762 减仓
CB CHUBB LIMITED $625.84万3.12%18,367 810.4% $2.76万 加仓
IBDT ISHARES TR $630.97万3.14%249,890 50,27525.2% $126.94万 加仓
PSX PHILLIPS 66 $637.22万3.17%37,694 380.1% $6,424 加仓
KMI KINDER MORGAN INC DEL $680.00万3.39%212,700 -448-0.2% -$1.43万 减仓
JPM JPMORGAN CHASE & CO $751.07万3.74%22,945 -5-0.0% -$1,637 减仓
CSCO CISCO SYS INC $809.16万4.03%68,888 -6,191-8.2% -$72.72万 减仓
BRK/A BERKSHIRE HATHAWAY INC DEL $898.62万4.47%12 00.0% — 不变