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 |
|---|---|---|---|---|---|---|---|---|
| HCA | HCA HEALTHCARE INC | $145.81万 | 0.21% | 3,081 | 0 | 0.0% | — | 不变 |
| TMUS | T-MOBILE US INC | $145.88万 | 0.21% | 6,945 | 69 | 1.0% | $1.45万 | 加仓 |
| NFLX | NETFLIX INC. | $151.52万 | 0.22% | 15,759 | 553 | 3.6% | $5.32万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $152.87万 | 0.22% | 12,451 | 1,007 | 8.8% | $12.36万 | 加仓 |
| ORCL | ORACLE CORP | $155.43万 | 0.22% | 10,566 | 2,354 | 28.7% | $34.63万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $159.44万 | 0.23% | 11,038 | -2,834 | -20.4% | -$40.94万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $161.46万 | 0.23% | 6,661 | 568 | 9.3% | $13.77万 | 加仓 |
| LLY | ELI LILLY & CO | $166.85万 | 0.24% | 1,814 | 14 | 0.8% | $1.29万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $167.40万 | 0.24% | 16,901 | 423 | 2.6% | $4.19万 | 加仓 |
| BAC | BANK AMERICA CORP | $167.69万 | 0.24% | 34,399 | 4,945 | 16.8% | $24.11万 | 加仓 |
| ADI | ANALOG DEVICES INC | $219.71万 | 0.32% | 6,906 | -84 | -1.2% | -$2.67万 | 减仓 |
| D | DOMINION ENERGY INC | $230.99万 | 0.33% | 37,366 | 57 | 0.2% | $3,524 | 加仓 |
| PWR | QUANTA SVCS INC | $247.94万 | 0.36% | 4,516 | -669 | -12.9% | -$36.73万 | 减仓 |
| COR | CENCORA INC | $257.03万 | 0.37% | 8,182 | -464 | -5.4% | -$14.58万 | 减仓 |
| AMZN | AMAZON COM INC | $269.67万 | 0.39% | 12,948 | -511 | -3.8% | -$10.64万 | 减仓 |
| MCK | MCKESSON CORP | $300.81万 | 0.44% | 3,476 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $312.79万 | 0.45% | 4,788 | 12 | 0.3% | $7,839 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $363.82万 | 0.53% | 16,917 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $429.26万 | 0.62% | 12,702 | -673 | -5.0% | -$22.74万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $449.25万 | 0.65% | 9,375 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $508.63万 | 0.74% | 7,821 | -4,067 | -34.2% | -$264.49万 | 减仓 |
| MSFT | MICROSOFT CORP | $596.57万 | 0.86% | 16,116 | 1,002 | 6.6% | $37.09万 | 加仓 |
| GOOG | ALPHABET INC | $844.86万 | 1.22% | 29,452 | -1,631 | -5.2% | -$46.79万 | 减仓 |
| AAPL | APPLE INC | $861.30万 | 1.25% | 33,937 | -1,503 | -4.2% | -$38.15万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1,028.35万 | 1.49% | 58,965 | -1,752 | -2.9% | -$30.55万 | 减仓 |
| QQEW | FIRST TR EXCHANGE-TRADED FD | $1,351.56万 | 1.95% | 106,444 | -164,630 | -60.7% | -$2,090.36万 | 减仓 |
| GSLC | GOLDMAN SACHS ETF TR | $1,599.31万 | 2.31% | 127,811 | -14,493 | -10.2% | -$181.35万 | 减仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $2,102.36万 | 3.04% | 226,645 | -80,848 | -26.3% | -$749.95万 | 减仓 |
| VO | VANGUARD INDEX FDS | $2,223.45万 | 3.22% | 77,424 | 37,554 | 94.2% | $1,078.47万 | 加仓 |
| VGT | VANGUARD WORLD FD | $2,405.74万 | 3.48% | 34,480 | -2,834 | -7.6% | -$197.73万 | 减仓 |
| IDMO | INVESCO EXCH TRADED FD TR II | $2,505.18万 | 3.62% | 456,816 | 456,816 | — | $2,505.18万 | 新建仓 |
| XLK | SELECT SECTOR SPDR TR | $2,653.36万 | 3.84% | 199,651 | -11,462 | -5.4% | -$152.33万 | 减仓 |
| IBDT | ISHARES TR | $3,475.70万 | 5.03% | 1,372,168 | 70,754 | 5.4% | $179.22万 | 加仓 |
| IBDV | ISHARES TR | $3,501.98万 | 5.07% | 1,599,810 | 116,823 | 7.9% | $255.73万 | 加仓 |
| IBDU | ISHARES TR | $3,510.13万 | 5.08% | 1,509,083 | 88,114 | 6.2% | $204.95万 | 加仓 |
| IBDS | ISHARES TR | $3,551.47万 | 5.14% | 1,465,127 | 63,140 | 4.5% | $153.05万 | 加仓 |
| IBDR | ISHARES TR | $3,627.53万 | 5.25% | 1,496,505 | 59,966 | 4.2% | $145.36万 | 加仓 |
| QQQ | INVESCO QQQ TR | $3,700.52万 | 5.35% | 64,114 | -4,141 | -6.1% | -$239.01万 | 减仓 |
| XSMO | INVESCO EXCHANGE TRADED FD T | $3,954.96万 | 5.72% | 520,253 | 29,366 | 6.0% | $223.24万 | 加仓 |
| MGK | VANGUARD WORLD FD | $5,975.10万 | 8.64% | 162,614 | -4,334 | -2.6% | -$159.25万 | 减仓 |
| DGRO | ISHARES TR | $8,548.00万 | 12.36% | 1,218,011 | -36,883 | -2.9% | -$258.84万 | 减仓 |