Verum Partners LLC
CHARLOTTE NC · SEC CIK 0001958984
$5.27亿2026Q1 申报市值
176持仓数
51.8%前十大占比 · 第一大 8.6%
10 / 2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
AVEM 新建仓+$1,044.67万
VCRM 加仓+$919.14万
VCRB 加仓+$615.33万
BAC 加仓+$464.97万
VOO 加仓+$232.03万
2026Q1 卖出最多 按季末市值估算
FPAG 减仓-$927.52万
IJR 减仓-$369.80万
AMZN 减仓-$107.34万
FNDA 减仓-$47.15万
FNDX 减仓-$45.99万
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 |
|---|---|---|---|---|---|---|---|---|
| IUSV | ISHARES TR | $0 | 0.00% | 0 | -2,105 | -100.0% | -$21.58万 | 清仓 |
| MS | MORGAN STANLEY | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -757 | -100.0% | -$20.05万 | 清仓 |
| IUSG | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | NOUVEAU MONDE GRAPHITE INC | $2.98万 | 0.01% | 13,293 | 0 | 0.0% | — | 不变 |
| RIG | TRANSOCEAN LTD | $7.35万 | 0.01% | 11,087 | 0 | 0.0% | — | 不变 |
| DHC | DIVERSIFIED HEALTHCARE TR | $7.99万 | 0.02% | 12,040 | 270 | 2.3% | $1,793 | 加仓 |
| — | CATO CORP NEW | $9.20万 | 0.02% | 32,508 | 0 | 0.0% | — | 不变 |
| — | ROYAL BK CDA 看跌期权 | $12.08万 | 0.02% | 15,100 | -700 | -4.4% | -$5,599 | 减仓 |
| COMP | COMPASS INC | $12.60万 | 0.02% | 17,236 | 1,801 | 11.7% | $1.32万 | 加仓 |
| IWS | ISHARES TR | $20.04万 | 0.04% | 1,375 | 1,375 | — | $20.04万 | 新建仓 |
| IWN | ISHARES TR | $20.52万 | 0.04% | 1,082 | -606 | -35.9% | -$11.49万 | 减仓 |
| UNP | UNION PAC CORP | $20.53万 | 0.04% | 846 | -46 | -5.2% | -$1.12万 | 重新持有 |
| IJH | ISHARES TR | $21.55万 | 0.04% | 3,191 | 58 | 1.9% | $3,916 | 加仓 |
| FIX | COMFORT SYS USA INC | $22.75万 | 0.04% | 165 | 165 | — | $22.75万 | 新建仓 |
| CI | THE CIGNA GROUP | $23.01万 | 0.04% | 863 | 81 | 10.4% | $2.16万 | 加仓 |
| RPG | INVESCO EXCHANGE TRADED FD T | $23.32万 | 0.04% | 4,989 | 2 | 0.0% | $93 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $23.49万 | 0.04% | 776 | 136 | 21.2% | $4.12万 | 加仓 |
| NOV | NOV INC | $23.49万 | 0.04% | 12,487 | -5,653 | -31.2% | -$10.63万 | 减仓 |
| AIG | AMERICAN INTL GROUP INC | $24.03万 | 0.05% | 3,194 | 49 | 1.6% | $3,687 | 加仓 |
| VV | VANGUARD INDEX FDS | $24.05万 | 0.05% | 805 | 0 | 0.0% | — | 不变 |
| QUAL | ISHARES TR | $24.24万 | 0.05% | 1,264 | 2 | 0.2% | $384 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $24.43万 | 0.05% | 723 | 723 | — | $24.43万 | 新建仓 |
| VTES | VANGUARD WELLINGTON FD | $24.85万 | 0.05% | 2,457 | 2,457 | — | $24.85万 | 新建仓 |
| SHY | ISHARES TR | $25.19万 | 0.05% | 3,051 | 15 | 0.5% | $1,238 | 加仓 |
| IVOO | VANGUARD ADMIRAL FDS INC | $25.52万 | 0.05% | 2,233 | 6 | 0.3% | $686 | 加仓 |
| PAYX | PAYCHEX INC | $25.79万 | 0.05% | 2,800 | 569 | 25.5% | $5.24万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $26.17万 | 0.05% | 1,583 | -7 | -0.4% | -$1,157 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $26.52万 | 0.05% | 1,686 | 25 | 1.5% | $3,932 | 加仓 |
| IYW | ISHARES TR | $27.16万 | 0.05% | 1,497 | 126 | 9.2% | $2.29万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $28.15万 | 0.05% | 1,420 | -228 | -13.8% | -$4.52万 | 减仓 |
| PEP | PEPSICO INC | $28.16万 | 0.05% | 1,814 | 18 | 1.0% | $2,795 | 加仓 |
| ALL | ALLSTATE CORP | $28.78万 | 0.05% | 1,388 | 13 | 0.9% | $2,696 | 加仓 |
| BX | BLACKSTONE INC | $29.00万 | 0.06% | 2,522 | 212 | 9.2% | $2.44万 | 加仓 |
| TCHP | T ROWE PRICE ETF INC | $29.11万 | 0.06% | 6,589 | -280 | -4.1% | -$1.24万 | 减仓 |
| PWB | INVESCO EXCHANGE TRADED FD T | $29.19万 | 0.06% | 2,318 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $29.37万 | 0.06% | 2,281 | -83 | -3.5% | -$1.07万 | 减仓 |
| IGSB | ISHARES TR | $30.13万 | 0.06% | 5,733 | -2,478 | -30.2% | -$13.03万 | 减仓 |
| CB | CHUBB LTD SWITZ | $30.30万 | 0.06% | 930 | 10 | 1.1% | $3,258 | 加仓 |
| CSX | CSX CORP | $31.02万 | 0.06% | 7,557 | 312 | 4.3% | $1.28万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $32.71万 | 0.06% | 1,589 | 309 | 24.1% | $6.36万 | 加仓 |
| SPGP | INVESCO EXCHANGE TRADED FD T | $32.97万 | 0.06% | 3,064 | 10 | 0.3% | $1,076 | 加仓 |
| ICSH | ISHARES TR | $33.09万 | 0.06% | 6,538 | -2,894 | -30.7% | -$14.65万 | 减仓 |
| INTC | INTEL CORP | $33.51万 | 0.06% | 7,592 | -283 | -3.6% | -$1.25万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $33.57万 | 0.06% | 3,270 | 31 | 1.0% | $3,183 | 加仓 |
| VOE | VANGUARD INDEX FDS | $33.63万 | 0.06% | 1,825 | 0 | 0.0% | — | 不变 |
| DBMF | LITMAN GREGORY FDS TR | $33.84万 | 0.06% | 11,223 | 556 | 5.2% | $1.68万 | 加仓 |
| COR | CENCORA INC | $34.18万 | 0.06% | 1,088 | 1,088 | — | $34.18万 | 新建仓 |
| DAL | DELTA AIR LINES INC | $34.47万 | 0.07% | 5,185 | 128 | 2.5% | $8,509 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $35.11万 | 0.07% | 7,307 | 3,105 | 73.9% | $14.92万 | 加仓 |
| AMAT | APPLIED MATLS INC | $35.69万 | 0.07% | 1,044 | -50 | -4.6% | -$1.71万 | 减仓 |
| CSCO | CISCO SYS INC | $36.20万 | 0.07% | 4,665 | 209 | 4.7% | $1.62万 | 加仓 |
| VLO | VALERO ENERGY CORP | $36.67万 | 0.07% | 1,484 | 35 | 2.4% | $8,650 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $36.74万 | 0.07% | 2,271 | 4 | 0.2% | $647 | 加仓 |
| IWY | ISHARES TR | $37.28万 | 0.07% | 1,498 | 1 | 0.1% | $249 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $37.46万 | 0.07% | 4,725 | -79 | -1.6% | -$6,263 | 减仓 |
| MMM | 3M CO | $38.91万 | 0.07% | 2,679 | -4 | -0.1% | -$581 | 减仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $39.07万 | 0.07% | 2,889 | 380 | 15.1% | $5.14万 | 加仓 |
| LIN | LINDE PLC | $39.51万 | 0.08% | 797 | 797 | — | $39.51万 | 新建仓 |
| VUG | VANGUARD INDEX FDS | $39.59万 | 0.08% | 906 | 157 | 21.0% | $6.86万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $39.85万 | 0.08% | 1,473 | 237 | 19.2% | $6.41万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $40.28万 | 0.08% | 2,512 | 34 | 1.4% | $5,451 | 加仓 |
| BLK | BLACKROCK INC | $40.58万 | 0.08% | 422 | 2 | 0.5% | $1,923 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $40.63万 | 0.08% | 2,000 | 131 | 7.0% | $2.66万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $40.80万 | 0.08% | 16,255 | -787 | -4.6% | -$1.98万 | 减仓 |
| EFA | ISHARES TR | $41.37万 | 0.08% | 4,260 | 0 | 0.0% | — | 不变 |
| — | HONEYWELL INTL INC | $41.48万 | 0.08% | 1,835 | 342 | 22.9% | $7.73万 | 加仓 |
| ETN | EATON CORP PLC | $41.92万 | 0.08% | 1,172 | 136 | 13.1% | $4.86万 | 加仓 |
| VRSK | VERISK ANALYTICS INC | $42.88万 | 0.08% | 2,260 | 12 | 0.5% | $2,277 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $43.20万 | 0.08% | 1,476 | 1,476 | — | $43.20万 | 新建仓 |
| DUK | DUKE ENERGY CORP NEW | $44.33万 | 0.08% | 3,385 | 75 | 2.3% | $9,822 | 加仓 |
| T | AT&T INC | $44.56万 | 0.08% | 15,371 | 1,782 | 13.1% | $5.17万 | 加仓 |
| AMGN | AMGEN INC | $45.03万 | 0.09% | 1,280 | 22 | 1.7% | $7,740 | 加仓 |
| HCA | HCA HEALTHCARE INC | $46.20万 | 0.09% | 976 | 4 | 0.4% | $1,893 | 加仓 |
| FNDE | SCHWAB STRATEGIC TR | $46.53万 | 0.09% | 12,161 | 1,682 | 16.1% | $6.44万 | 加仓 |
| VO | VANGUARD INDEX FDS | $50.00万 | 0.09% | 1,741 | 5 | 0.3% | $1,436 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $51.23万 | 0.10% | 10,205 | 1,569 | 18.2% | $7.88万 | 加仓 |
| MRK | MERCK & CO INC | $51.60万 | 0.10% | 4,289 | 477 | 12.5% | $5.74万 | 加仓 |
| DFAW | DIMENSIONAL ETF TRUST | $52.47万 | 0.10% | 7,112 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $54.79万 | 0.10% | 1,763 | -28 | -1.6% | -$8,701 | 减仓 |
| NPO | ENPRO INC | $57.04万 | 0.11% | 2,276 | 12 | 0.5% | $3,008 | 加仓 |
| IEFA | ISHARES TR | $57.68万 | 0.11% | 6,372 | 111 | 1.8% | $1.00万 | 加仓 |
| WFC | WELLS FARGO & CO | $58.54万 | 0.11% | 7,353 | -43 | -0.6% | -$3,423 | 减仓 |
| SYK | STRYKER CORPORATION | $60.02万 | 0.11% | 1,827 | 1,096 | 149.9% | $36.01万 | 加仓 |
| TFC | TRUIST FINL CORP | $60.53万 | 0.11% | 13,168 | 2,340 | 21.6% | $10.76万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $61.20万 | 0.12% | 1,225 | 142 | 13.1% | $7.09万 | 加仓 |
| VPLS | VANGUARD MALVERN FDS | $61.97万 | 0.12% | 7,987 | -123 | -1.5% | -$9,543 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $63.09万 | 0.12% | 4,260 | 11 | 0.3% | $1,629 | 加仓 |
| TJX | TJX COS INC NEW | $66.45万 | 0.13% | 4,161 | 45 | 1.1% | $7,186 | 加仓 |
| META | META PLATFORMS INC | $66.45万 | 0.13% | 1,161 | 258 | 28.6% | $14.77万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $70.41万 | 0.13% | 9,131 | 5,667 | 163.6% | $43.70万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $70.81万 | 0.13% | 5,119 | 420 | 8.9% | $5.81万 | 加仓 |
| GEV | GE VERNOVA INC | $72.30万 | 0.14% | 828 | 7 | 0.9% | $6,112 | 加仓 |
| ABBV | ABBVIE INC | $74.45万 | 0.14% | 3,423 | 164 | 5.0% | $3.57万 | 加仓 |
| IWB | ISHARES TR | $77.34万 | 0.15% | 2,169 | -104 | -4.6% | -$3.71万 | 减仓 |
| JBL | JABIL INC | $77.35万 | 0.15% | 2,912 | 5 | 0.2% | $1,328 | 加仓 |
| V | VISA INC | $77.85万 | 0.15% | 2,576 | 321 | 14.2% | $9.70万 | 加仓 |
| IEMG | ISHARES INC | $77.96万 | 0.15% | 11,178 | -528 | -4.5% | -$3.68万 | 减仓 |
| CAT | CATERPILLAR INC | $78.25万 | 0.15% | 1,105 | 50 | 4.7% | $3.54万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $79.83万 | 0.15% | 7,277 | -650 | -8.2% | -$7.13万 | 减仓 |