Gratus Wealth Advisors, LLC
VIRGINIA BEACH VA · SEC CIK 0002022161
$7.86亿2026Q2 申报市值
138持仓数
61.3%前十大占比 · 第一大 12.0%
9 / 9新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
DGRO 加仓+$190.12万
IBDT 加仓+$96.82万
IBDU 加仓+$95.93万
IBDV 加仓+$90.49万
IBDS 加仓+$87.94万
2026Q2 卖出最多 按季末市值估算
DD 减仓-$127.54万
DKS 清仓-$54.31万
VGT 减仓-$52.04万
J 清仓-$50.36万
CMG 清仓-$46.02万
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 |
|---|---|---|---|---|---|---|---|---|
| GOOGL | ALPHABET INC | $122.18万 | 0.16% | 3,419 | -88 | -2.5% | -$3.14万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $127.08万 | 0.16% | 2,474 | 22 | 0.9% | $1.13万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $130.06万 | 0.17% | 1,390 | 6 | 0.4% | $5,614 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $131.98万 | 0.17% | 3,902 | 42 | 1.1% | $1.42万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $140.82万 | 0.18% | 9,603 | -1,435 | -13.0% | -$21.04万 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $142.50万 | 0.18% | 5,300 | -207 | -3.8% | -$5.57万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $147.76万 | 0.19% | 1,461 | -6 | -0.4% | -$6,068 | 减仓 |
| CSX | CSX CORP | $158.49万 | 0.20% | 33,346 | 190 | 0.6% | $9,031 | 加仓 |
| ORCL | ORACLE CORP | $158.50万 | 0.20% | 10,815 | 249 | 2.4% | $3.65万 | 加仓 |
| ABBV | ABBVIE INC | $161.20万 | 0.21% | 6,406 | -21 | -0.3% | -$5,284 | 减仓 |
| GE | GE AEROSPACE | $173.11万 | 0.22% | 4,632 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $188.08万 | 0.24% | 6,688 | 27 | 0.4% | $7,593 | 加仓 |
| ANET | ARISTA NETWORKS INC | $216.46万 | 0.28% | 12,742 | 291 | 2.3% | $4.94万 | 加仓 |
| LLY | ELI LILLY & CO | $217.46万 | 0.28% | 1,813 | -1 | -0.1% | -$1,199 | 减仓 |
| COR | CENCORA INC | $227.36万 | 0.29% | 8,034 | -148 | -1.8% | -$4.19万 | 减仓 |
| BAC | BANK OF AMER CORP | $249.27万 | 0.32% | 43,746 | 9,347 | 27.2% | $53.26万 | 加仓 |
| D | DOMINION ENERGY INC | $254.63万 | 0.32% | 37,286 | -80 | -0.2% | -$5,463 | 减仓 |
| MCK | MCKESSON CORP | $262.51万 | 0.33% | 3,474 | -2 | -0.1% | -$1,511 | 减仓 |
| ADI | ANALOG DEVICES INC | $272.90万 | 0.35% | 6,871 | -35 | -0.5% | -$1.39万 | 减仓 |
| AMZN | AMAZON COM INC | $308.77万 | 0.39% | 12,955 | 7 | 0.1% | $1,668 | 加仓 |
| PWR | QUANTA SVCS INC | $324.45万 | 0.41% | 4,506 | -10 | -0.2% | -$7,200 | 减仓 |
| IVV | ISHARES TR | $347.36万 | 0.44% | 4,638 | -150 | -3.1% | -$11.23万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $400.29万 | 0.51% | 16,917 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $457.06万 | 0.58% | 9,134 | -241 | -2.6% | -$12.06万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $490.39万 | 0.62% | 16,462 | -439 | -2.6% | -$13.08万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $574.42万 | 0.73% | 12,028 | -674 | -5.3% | -$32.19万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $584.05万 | 0.74% | 7,821 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $603.26万 | 0.77% | 16,172 | 56 | 0.3% | $2.09万 | 加仓 |
| AAPL | APPLE INC | $979.46万 | 1.25% | 33,849 | -88 | -0.3% | -$2.55万 | 减仓 |
| GOOG | ALPHABET INC | $1,037.24万 | 1.32% | 29,356 | -96 | -0.3% | -$3.39万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1,138.48万 | 1.45% | 56,898 | -2,067 | -3.5% | -$41.36万 | 减仓 |
| QQEW | FIRST TR EXCHANGE-TRADED FD | $1,720.85万 | 2.19% | 107,823 | 1,379 | 1.3% | $22.01万 | 加仓 |
| GSLC | GOLDMAN SACHS ETF TR | $1,840.61万 | 2.34% | 129,721 | 1,910 | 1.5% | $27.10万 | 加仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $2,156.91万 | 2.75% | 229,654 | 3,009 | 1.3% | $28.26万 | 加仓 |
| VO | VANGUARD INDEX FDS | $2,565.38万 | 3.27% | 318,404 | 8,708 | 2.8% | $70.16万 | 加仓 |
| IDMO | INVESCO EXCH TRADED FD TR II | $2,836.16万 | 3.61% | 470,420 | 13,604 | 3.0% | $82.02万 | 加仓 |
| VGT | VANGUARD WORLD FD | $3,244.80万 | 4.13% | 271,486 | -4,354 | -1.6% | -$52.04万 | 减仓 |
| IBDT | ISHARES TR | $3,561.54万 | 4.53% | 1,410,511 | 38,343 | 2.8% | $96.82万 | 加仓 |
| IBDV | ISHARES TR | $3,578.08万 | 4.55% | 1,641,321 | 41,511 | 2.6% | $90.49万 | 加仓 |
| IBDU | ISHARES TR | $3,590.96万 | 4.57% | 1,550,502 | 41,419 | 2.7% | $95.93万 | 加仓 |
| IBDS | ISHARES TR | $3,636.48万 | 4.63% | 1,501,436 | 36,309 | 2.5% | $87.94万 | 加仓 |
| IBDR | ISHARES TR | $3,702.13万 | 4.71% | 1,527,912 | 31,407 | 2.1% | $76.10万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $3,763.37万 | 4.79% | 197,532 | -2,119 | -1.1% | -$40.37万 | 减仓 |
| QQQ | INVESCO QQQ TR | $4,791.09万 | 6.10% | 65,061 | 947 | 1.5% | $69.74万 | 加仓 |
| XSMO | INVESCO EXCHANGE TRADED FD T | $4,938.42万 | 6.29% | 527,440 | 7,187 | 1.4% | $67.29万 | 加仓 |
| MGK | VANGUARD WORLD FD | $7,189.98万 | 9.15% | 817,879 | 4,809 | 0.6% | $42.28万 | 加仓 |
| DGRO | ISHARES TR | $9,421.42万 | 11.99% | 1,243,096 | 25,085 | 2.1% | $190.12万 | 加仓 |