Gratus Wealth Advisors, LLC
VIRGINIA BEACH VA · SEC CIK 0002022161
$6.91亿2026Q1 申报市值
138持仓数
61.5%前十大占比 · 第一大 12.4%
12 / 3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
IDMO 新建仓+$2,505.18万
VO 加仓+$1,078.47万
IBDV 加仓+$255.73万
XSMO 加仓+$223.24万
IBDU 加仓+$204.95万
2026Q1 卖出最多 按季末市值估算
QQEW 减仓-$2,090.36万
XLV 减仓-$1,156.24万
FTCS 减仓-$749.95万
SPY 减仓-$264.49万
DGRO 减仓-$258.84万
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 |
|---|---|---|---|---|---|---|---|---|
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -2,704 | -100.0% | -$49.71万 | 清仓 |
| VB | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -1,189 | -100.0% | -$30.67万 | 清仓 |
| VRSK | VERISK ANALYTICS INC | $0 | 0.00% | 0 | -1,044 | -100.0% | -$23.35万 | 清仓 |
| LMT | LOCKHEED MARTIN CORP | $20.13万 | 0.03% | 333 | 333 | — | $20.13万 | 新建仓 |
| EOG | EOG RES INC | $20.70万 | 0.03% | 1,432 | 1,432 | — | $20.70万 | 新建仓 |
| BUD | ANHEUSER BUSCH INBEV SA NV | $20.94万 | 0.03% | 3,018 | 3,018 | — | $20.94万 | 新建仓 |
| WFC | WELLS FARGO & CO | $22.80万 | 0.03% | 2,864 | -1,831 | -39.0% | -$14.58万 | 减仓 |
| RTX | RTX CORPORATION | $22.94万 | 0.03% | 1,189 | 47 | 4.1% | $9,067 | 加仓 |
| GLW | CORNING INC | $23.39万 | 0.03% | 1,720 | 1,720 | — | $23.39万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC | $23.53万 | 0.03% | 4,687 | 113 | 2.5% | $5,673 | 重新持有 |
| LHX | L3HARRIS TECHNOLOGIES INC | $23.82万 | 0.03% | 690 | 690 | — | $23.82万 | 新建仓 |
| ENB | ENBRIDGE INC | $24.05万 | 0.03% | 4,443 | 0 | 0.0% | — | 不变 |
| PPL | PPL CORP | $24.14万 | 0.03% | 6,320 | 6,320 | — | $24.14万 | 新建仓 |
| VOO | VANGUARD INDEX FDS | $25.00万 | 0.04% | 418 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $25.58万 | 0.04% | 293 | 293 | — | $25.58万 | 新建仓 |
| IBDW | ISHARES TR | $26.57万 | 0.04% | 12,693 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL | $27.14万 | 0.04% | 8,093 | 8,093 | — | $27.14万 | 新建仓 |
| BP | BP PLC | $27.95万 | 0.04% | 5,947 | 1 | 0.0% | $47 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $28.31万 | 0.04% | 1,632 | -65 | -3.8% | -$1.13万 | 减仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $28.67万 | 0.04% | 1,225 | -439 | -26.4% | -$10.27万 | 减仓 |
| AZO | AUTOZONE INC | $28.71万 | 0.04% | 85 | -1 | -1.2% | -$3,378 | 减仓 |
| ETN | EATON CORP PLC | $28.76万 | 0.04% | 804 | 16 | 2.0% | $5,723 | 加仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $28.96万 | 0.04% | 6,158 | 0 | 0.0% | — | 不变 |
| BKNG | BOOKING HOLDINGS INC | $29.05万 | 0.04% | 69 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $29.14万 | 0.04% | 1,268 | 268 | 26.8% | $6.16万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $29.93万 | 0.04% | 872 | 18 | 2.1% | $6,178 | 加仓 |
| MPC | MARATHON PETE CORP | $30.91万 | 0.04% | 1,266 | 2 | 0.2% | $488 | 加仓 |
| NEE | NEXTERA ENERGY INC | $31.77万 | 0.05% | 3,420 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $32.55万 | 0.05% | 4,821 | 0 | 0.0% | — | 不变 |
| FIS | FIDELITY NATL INFORMATION SV | $33.04万 | 0.05% | 7,044 | -5,102 | -42.0% | -$23.93万 | 减仓 |
| Q | QNITY ELECTRONICS INC | $33.47万 | 0.05% | 2,901 | -1,693 | -36.9% | -$19.53万 | 减仓 |
| NXPI | NXP SEMICONDUCTORS N V | $33.80万 | 0.05% | 1,717 | -74 | -4.1% | -$1.46万 | 减仓 |
| CSCO | CISCO SYS INC | $33.85万 | 0.05% | 4,363 | 352 | 8.8% | $2.73万 | 加仓 |
| C | CITIGROUP INC | $33.86万 | 0.05% | 2,986 | 2,986 | — | $33.86万 | 新建仓 |
| PTC | PTC INC | $34.54万 | 0.05% | 2,424 | -167 | -6.4% | -$2.38万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $35.80万 | 0.05% | 2,165 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $36.53万 | 0.05% | 5,535 | 13 | 0.2% | $858 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $39.32万 | 0.06% | 1,343 | -83 | -5.8% | -$2.43万 | 减仓 |
| DGX | QUEST DIAGNOSTICS INC | $39.43万 | 0.06% | 2,012 | -70 | -3.4% | -$1.37万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $40.02万 | 0.06% | 1,479 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $40.49万 | 0.06% | 14,420 | 36 | 0.3% | $1,011 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $43.60万 | 0.06% | 2,199 | -15 | -0.7% | -$2,974 | 减仓 |
| MCD | MCDONALDS CORP | $43.91万 | 0.06% | 1,413 | 191 | 15.6% | $5.94万 | 加仓 |
| AMGN | AMGEN INC | $43.95万 | 0.06% | 1,249 | -140 | -10.1% | -$4.93万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $44.22万 | 0.06% | 8,957 | -220 | -2.4% | -$1.09万 | 减仓 |
| — | HONEYWELL INTL INC | $45.91万 | 0.07% | 2,031 | 262 | 14.8% | $5.92万 | 加仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $46.02万 | 0.07% | 14,376 | -11,193 | -43.8% | -$35.83万 | 减仓 |
| DHR | DANAHER CORP DEL | $46.60万 | 0.07% | 2,458 | 0 | 0.0% | — | 不变 |
| ORLY | OREILLY AUTOMOTIVE INC | $47.15万 | 0.07% | 5,108 | 167 | 3.4% | $1.54万 | 加仓 |
| DE | DEERE & CO | $48.61万 | 0.07% | 863 | 74 | 9.4% | $4.17万 | 加仓 |
| QCOM | QUALCOMM INC | $48.95万 | 0.07% | 3,801 | 243 | 6.8% | $3.13万 | 加仓 |
| CVX | CHEVRON CORPORATION | $49.06万 | 0.07% | 2,371 | 530 | 28.8% | $10.97万 | 加仓 |
| J | JACOBS SOLUTIONS INC | $50.36万 | 0.07% | 3,957 | -2,236 | -36.1% | -$28.46万 | 减仓 |
| SO | SOUTHERN CO | $50.48万 | 0.07% | 5,230 | -66 | -1.2% | -$6,371 | 减仓 |
| PEP | PEPSICO INC | $50.90万 | 0.07% | 3,278 | 207 | 6.7% | $3.21万 | 加仓 |
| TFC | TRUIST FINL CORP | $50.94万 | 0.07% | 11,082 | 122 | 1.1% | $5,608 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $51.47万 | 0.07% | 1,186 | -56 | -4.5% | -$2.43万 | 减仓 |
| AZN | ASTRAZENECA PLC | $54.00万 | 0.08% | 2,738 | 2,738 | — | $54.00万 | 新建仓 |
| DKS | DICKS SPORTING GOODS INC | $54.31万 | 0.08% | 2,739 | 8 | 0.3% | $1,586 | 加仓 |
| INTU | INTUIT | $55.09万 | 0.08% | 1,274 | -33 | -2.5% | -$1.43万 | 减仓 |
| QSR | RESTAURANT BRANDS INTL INC | $56.00万 | 0.08% | 7,578 | 7,578 | — | $56.00万 | 新建仓 |
| KO | COCA COLA CO | $57.21万 | 0.08% | 7,522 | -52 | -0.7% | -$3,955 | 减仓 |
| CACI | CACI INTL INC | $59.17万 | 0.09% | 1,088 | -10 | -0.9% | -$5,439 | 减仓 |
| HD | HOME DEPOT INC | $59.40万 | 0.09% | 1,806 | 31 | 1.7% | $1.02万 | 加仓 |
| — | DUPONT DE NEMOURS INC | $63.86万 | 0.09% | 13,943 | 1,715 | 14.0% | $7.85万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $65.87万 | 0.10% | 2,295 | 5 | 0.2% | $1,435 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $66.97万 | 0.10% | 2,277 | 403 | 21.5% | $11.85万 | 加仓 |
| KIM | KIMCO REALTY CORP | $68.09万 | 0.10% | 30,303 | 2,672 | 9.7% | $6.00万 | 加仓 |
| PSX | PHILLIPS 66 | $69.67万 | 0.10% | 3,824 | -412 | -9.7% | -$7.51万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $69.74万 | 0.10% | 2,853 | 215 | 8.2% | $5.26万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $71.81万 | 0.10% | 1 | 0 | 0.0% | — | 不变 |
| TOL | TOLL BROTHERS INC | $73.37万 | 0.11% | 5,376 | -754 | -12.3% | -$10.29万 | 减仓 |
| TXN | TEXAS INSTRS INC | $78.25万 | 0.11% | 4,031 | -438 | -9.8% | -$8.50万 | 减仓 |
| KR | KROGER CO | $81.49万 | 0.12% | 11,261 | -116 | -1.0% | -$8,394 | 减仓 |
| V | VISA INC | $81.87万 | 0.12% | 2,709 | 32 | 1.2% | $9,671 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $90.89万 | 0.13% | 2,181 | 125 | 6.1% | $5.21万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $96.92万 | 0.14% | 7,402 | 2 | 0.0% | $262 | 加仓 |
| AMP | AMERIPRISE FINL INC | $99.24万 | 0.14% | 2,233 | 76 | 3.5% | $3.38万 | 加仓 |
| SHEL | SHELL PLC | $100.67万 | 0.15% | 10,825 | -737 | -6.4% | -$6.85万 | 减仓 |
| GOOGL | ALPHABET INC | $100.85万 | 0.15% | 3,507 | 160 | 4.8% | $4.60万 | 加仓 |
| EDOW | FIRST TR EXCHANGE-TRADED FD | $105.30万 | 0.15% | 25,955 | -293 | -1.1% | -$1.19万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $105.78万 | 0.15% | 10,303 | 303 | 3.0% | $3.11万 | 加仓 |
| AFL | AFLAC INC | $106.31万 | 0.15% | 9,690 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP | $108.64万 | 0.16% | 5,955 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LTD SWITZ | $110.39万 | 0.16% | 3,387 | 154 | 4.8% | $5.02万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $111.20万 | 0.16% | 7,585 | -78,865 | -91.2% | -$1,156.24万 | 减仓 |
| MRK | MERCK & CO INC | $112.11万 | 0.16% | 9,320 | 3 | 0.0% | $361 | 加仓 |
| — | EXXON MOBIL CORP | $115.34万 | 0.17% | 6,798 | 184 | 2.8% | $3.12万 | 加仓 |
| META | META PLATFORMS INC | $115.80万 | 0.17% | 2,024 | 159 | 8.5% | $9.10万 | 加仓 |
| BX | BLACKSTONE INC | $116.13万 | 0.17% | 10,099 | 1,161 | 13.0% | $13.35万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $116.77万 | 0.17% | 3,860 | -18 | -0.5% | -$5,445 | 减仓 |
| MA | MASTERCARD INCORPORATED | $122.52万 | 0.18% | 2,452 | -74 | -2.9% | -$3.70万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $124.11万 | 0.18% | 1,467 | -94 | -6.0% | -$7.95万 | 减仓 |
| LOW | LOWES COS INC | $125.04万 | 0.18% | 5,292 | -501 | -8.6% | -$11.84万 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $126.91万 | 0.18% | 5,507 | 20 | 0.4% | $4,609 | 加仓 |
| GLD | SPDR GOLD TR | $129.95万 | 0.19% | 3,020 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $131.44万 | 0.19% | 4,632 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP | $136.10万 | 0.20% | 33,156 | -1,051 | -3.1% | -$4.31万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $137.94万 | 0.20% | 1,384 | -74 | -5.1% | -$7.38万 | 减仓 |
| ABBV | ABBVIE INC | $139.78万 | 0.20% | 6,427 | 403 | 6.7% | $8.76万 | 加仓 |