13F 机构持仓

Gratus Wealth Advisors, LLC

VIRGINIA BEACH VA · SEC CIK 0002022161

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$7.86亿2026Q2
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

DGRO 12.0%
MGK 9.2%
XSMO 6.3%
QQQ 6.1%
XLK 4.8%
IBDR 4.7%
IBDS 4.6%
IBDU 4.6%
IBDV 4.6%
IBDT 4.5%

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
DKS DICKS SPORTING GOODS INC $00.00%0 -2,739-100.0% -$54.31万 清仓
J JACOBS SOLUTIONS INC $00.00%0 -3,957-100.0% -$50.36万 清仓
CMG CHIPOTLE MEXICAN GRILL INC $00.00%0 -14,376-100.0% -$46.02万 清仓
AMGN AMGEN INC $00.00%0 -1,249-100.0% -$43.95万 清仓
Q QNITY ELECTRONICS INC $00.00%0 -2,901-100.0% -$33.47万 清仓
FIS FIDELITY NATL INFORMATION SV $00.00%0 -7,044-100.0% -$33.04万 清仓
VZ VERIZON COMMUNICATIONS INC $00.00%0 -4,687-100.0% -$23.53万 清仓
EOG EOG RES INC $00.00%0 -1,432-100.0% -$20.70万 清仓
LMT LOCKHEED MARTIN CORP $00.00%0 -333-100.0% -$20.13万 清仓
OEF ISHARES TR $20.12万0.03%550 550— $20.12万 新建仓
BKNG BOOKING HOLDINGS INC $20.16万0.03%1,131 -594-34.4% -$10.59万 减仓
RKLB ROCKET LAB CORP $20.33万0.03%2,000 2,000— $20.33万 新建仓
KBWB INVESCO EXCH TRADED FD TR II $21.61万0.03%2,324 2,324— $21.61万 新建仓
BP BP PLC $21.98万0.03%5,949 20.0% $74 加仓
RTX RTX CORPORATION $22.01万0.03%1,160 -29-2.4% -$5,503 减仓
RPG INVESCO EXCHANGE TRADED FD T $22.37万0.03%3,503 3,503— $22.37万 新建仓
HONA HONEYWELL AEROSPACE INC $22.42万0.03%1,014 1,014— $22.42万 新建仓
HON HONEYWELL INTL INC $22.75万0.03%1,016 -1,015-50.0% -$22.73万 减仓
SSUS STRATEGY SHS $22.82万0.03%4,125 4,125— $22.82万 新建仓
WFC WELLS FARGO & CO $22.86万0.03%2,766 -98-3.4% -$8,098 减仓
PPL PPL CORP $22.97万0.03%6,320 00.0% — 不变
ENB ENBRIDGE INC $23.80万0.03%4,391 -52-1.2% -$2,819 减仓
KMI KINDER MORGAN INC DEL $25.06万0.03%7,840 -253-3.1% -$8,088 减仓
PTC PTC INC $26.16万0.03%2,303 -121-5.0% -$1.37万 减仓
IBDW ISHARES TR $26.45万0.03%12,693 00.0% — 不变
ACN ACCENTURE PLC IRELAND $26.77万0.03%2,151 -48-2.2% -$5,973 减仓
AZO AUTOZONE INC $27.17万0.03%85 00.0% — 不变
MRSH MARSH & MCLENNAN COS INC $27.20万0.03%1,632 00.0% — 不变
WM WASTE MGMT INC DEL $28.26万0.04%1,268 00.0% — 不变
VOO VANGUARD INDEX FDS $28.74万0.04%418 00.0% — 不变
FVD FIRST TR EXCHANGE-TRADED FD $29.67万0.04%6,158 00.0% — 不变
NEE NEXTERA ENERGY INC $30.02万0.04%3,420 00.0% — 不变
GD GENERAL DYNAMICS CORP $30.25万0.04%854 -18-2.1% -$6,376 减仓
BUD ANHEUSER BUSCH INBEV SA NV $30.76万0.04%3,733 71523.7% $5.89万 加仓
MPC MARATHON PETE CORP $32.40万0.04%1,267 10.1% $256 加仓
FDN FIRST TR EXCHANGE-TRADED FD $32.43万0.04%1,225 00.0% — 不变
INTU INTUIT $32.91万0.04%1,261 -13-1.0% -$3,393 减仓
ETN EATON CORP PLC $33.83万0.04%794 -10-1.2% -$4,261 减仓
GEV GE VERNOVA INC $34.42万0.04%293 00.0% — 不变
PFE PFIZER INC $34.81万0.04%14,457 370.3% $891 加仓
FV FIRST TR EXCHANGE TRADED FD $34.91万0.04%4,601 4,601— $34.91万 新建仓
XLF SELECT SECTOR SPDR TR $36.44万0.05%6,797 -2,160-24.1% -$11.58万 减仓
IJH ISHARES TR $37.17万0.05%4,821 00.0% — 不变
MCD MCDONALDS CORP $37.73万0.05%1,396 -17-1.2% -$4,595 减仓
PM PHILIP MORRIS INTL INC $39.17万0.05%2,165 00.0% — 不变
CVX CHEVRON CORPORATION $39.30万0.05%2,371 00.0% — 不变
MO ALTRIA GROUP INC $39.91万0.05%5,546 110.2% $791 加仓
PEP PEPSICO INC $41.32万0.05%3,052 -226-6.9% -$3.06万 减仓
C CITIGROUP INC $41.81万0.05%2,988 20.1% $280 加仓
DGX QUEST DIAGNOSTICS INC $43.64万0.06%2,059 472.3% $9,963 加仓
GLW CORNING INC $43.93万0.06%1,720 00.0% — 不变
DHR DANAHER CORP DEL $46.82万0.06%2,458 00.0% — 不变
NXPI NXP SEMICONDUCTORS N V $47.33万0.06%1,684 -33-1.9% -$9,274 减仓
ORLY OREILLY AUTOMOTIVE INC $48.06万0.06%5,219 1112.2% $1.02万 加仓
MSI MOTOROLA SOLUTIONS INC $49.25万0.06%1,186 00.0% — 不变
CACI CACI INTL INC $50.40万0.06%1,088 00.0% — 不变
SO SOUTHERN CO $51.05万0.06%5,333 1032.0% $9,859 加仓
CSCO CISCO SYS INC $51.25万0.07%4,363 00.0% — 不变
ELV ELEVANCE HEALTH INC FORMERLY $51.94万0.07%1,343 00.0% — 不变
AZN ASTRAZENECA PLC $53.23万0.07%2,807 692.5% $1.31万 加仓
DE DEERE & CO $54.74万0.07%863 00.0% — 不变
TFC TRUIST FINL CORP $55.42万0.07%11,124 420.4% $2,092 加仓
LHX L3HARRIS TECHNOLOGIES INC $60.38万0.08%2,078 1,388201.2% $40.33万 加仓
UNH UNITEDHEALTH GROUP INC $61.47万0.08%1,479 00.0% — 不变
DD DUPONT DE NEMOURS INC $61.58万0.08%4,540 -9,403-67.4% -$127.54万 减仓
HD HOME DEPOT INC $62.60万0.08%1,775 -31-1.7% -$1.09万 减仓
KR KROGER CO $63.24万0.08%11,388 1271.1% $7,053 加仓
QCOM QUALCOMM INC $63.53万0.08%3,438 -363-9.6% -$6.71万 减仓
PSX PHILLIPS 66 $65.58万0.08%3,879 551.4% $9,299 加仓
KO COCA COLA CO $66.05万0.08%8,127 6058.0% $4.92万 加仓
NSC NORFOLK SOUTHN CORP $72.28万0.09%2,298 30.1% $944 加仓
JPM JPMORGAN CHASE & CO $72.45万0.09%2,213 -64-2.8% -$2.10万 减仓
JNJ JOHNSON & JOHNSON $72.46万0.09%2,853 00.0% — 不变
ABT ABBOTT LABORATORIES $72.88万0.09%8,032 -2,271-22.0% -$20.61万 减仓
SRE SEMPRA $73.60万0.09%7,939 7,939— $73.60万 新建仓
BRK/A BERKSHIRE HATHAWAY INC DEL $74.89万0.10%1 00.0% — 不变
KIM KIMCO REALTY CORP $77.74万0.10%30,665 3621.2% $9,177 加仓
QSR RESTAURANT BRANDS INTL INC $80.19万0.10%11,059 3,48145.9% $25.24万 加仓
HLT HILTON WORLDWIDE HLDGS INC $80.96万0.10%2,450 2,450— $80.96万 新建仓
SHEL SHELL PLC $84.67万0.11%10,920 950.9% $7,366 加仓
TOL TOLL BROTHERS INC $89.52万0.11%5,434 581.1% $9,555 加仓
V VISA INC $90.82万0.12%2,647 -62-2.3% -$2.13万 减仓
DUK DUKE ENERGY CORP NEW $92.13万0.12%7,279 -123-1.7% -$1.56万 减仓
— EXXON MOBIL CORP $93.41万0.12%6,832 340.5% $4,649 加仓
AMP AMERIPRISE FINL INC $104.10万0.13%2,269 361.6% $1.65万 加仓
LOW LOWES COS INC $106.69万0.14%4,839 -453-8.6% -$9.99万 减仓
TT TRANE TECHNOLOGIES PLC $110.41万0.14%2,248 673.1% $3.29万 加仓
GLD SPDR GOLD TR $111.25万0.14%3,020 00.0% — 不变
AFL AFLAC INC $113.62万0.14%9,690 00.0% — 不变
XLV SELECT SECTOR SPDR TR $113.97万0.15%7,183 -402-5.3% -$6.38万 减仓
EDOW FIRST TR EXCHANGE-TRADED FD $114.44万0.15%25,955 00.0% — 不变
NFLX NETFLIX INC. $115.04万0.15%16,112 3532.2% $2.52万 加仓
META META PLATFORMS INC $115.25万0.15%2,046 221.1% $1.24万 加仓
CB CHUBB LIMITED $115.41万0.15%3,387 00.0% — 不变
TMUS T-MOBILE US INC $117.65万0.15%7,014 691.0% $1.16万 加仓
MRK MERCK & CO INC $118.81万0.15%9,246 -74-0.8% -$9,509 减仓
COF CAPITAL ONE FINL CORP $119.47万0.15%5,955 00.0% — 不变
HCA HCA HEALTHCARE INC $120.13万0.15%3,081 00.0% — 不变
BX BLACKSTONE INC $120.35万0.15%10,228 1291.3% $1.52万 加仓
TXN TEXAS INSTRS INC $121.11万0.15%4,063 320.8% $9,539 加仓