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 |
|---|---|---|---|---|---|---|---|---|
| DGRO | ISHARES TR | $9,421.42万 | 11.99% | 1,243,096 | 25,085 | 2.1% | $190.12万 | 加仓 |
| MGK | VANGUARD WORLD FD | $7,189.98万 | 9.15% | 817,879 | 4,809 | 0.6% | $42.28万 | 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 |
| QQQ | INVESCO QQQ TR | $4,791.09万 | 6.10% | 65,061 | 947 | 1.5% | $69.74万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $3,763.37万 | 4.79% | 197,532 | -2,119 | -1.1% | -$40.37万 | 减仓 |
| IBDR | ISHARES TR | $3,702.13万 | 4.71% | 1,527,912 | 31,407 | 2.1% | $76.10万 | 加仓 |
| IBDS | ISHARES TR | $3,636.48万 | 4.63% | 1,501,436 | 36,309 | 2.5% | $87.94万 | 加仓 |
| IBDU | ISHARES TR | $3,590.96万 | 4.57% | 1,550,502 | 41,419 | 2.7% | $95.93万 | 加仓 |
| IBDV | ISHARES TR | $3,578.08万 | 4.55% | 1,641,321 | 41,511 | 2.6% | $90.49万 | 加仓 |
| IBDT | ISHARES TR | $3,561.54万 | 4.53% | 1,410,511 | 38,343 | 2.8% | $96.82万 | 加仓 |
| VGT | VANGUARD WORLD FD | $3,244.80万 | 4.13% | 271,486 | -4,354 | -1.6% | -$52.04万 | 减仓 |
| IDMO | INVESCO EXCH TRADED FD TR II | $2,836.16万 | 3.61% | 470,420 | 13,604 | 3.0% | $82.02万 | 加仓 |
| VO | VANGUARD INDEX FDS | $2,565.38万 | 3.27% | 318,404 | 8,708 | 2.8% | $70.16万 | 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 |
| GSLC | GOLDMAN SACHS ETF TR | $1,840.61万 | 2.34% | 129,721 | 1,910 | 1.5% | $27.10万 | 加仓 |
| QQEW | FIRST TR EXCHANGE-TRADED FD | $1,720.85万 | 2.19% | 107,823 | 1,379 | 1.3% | $22.01万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,138.48万 | 1.45% | 56,898 | -2,067 | -3.5% | -$41.36万 | 减仓 |
| GOOG | ALPHABET INC | $1,037.24万 | 1.32% | 29,356 | -96 | -0.3% | -$3.39万 | 减仓 |
| AAPL | APPLE INC | $979.46万 | 1.25% | 33,849 | -88 | -0.3% | -$2.55万 | 减仓 |
| MSFT | MICROSOFT CORP | $603.26万 | 0.77% | 16,172 | 56 | 0.3% | $2.09万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $584.05万 | 0.74% | 7,821 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $574.42万 | 0.73% | 12,028 | -674 | -5.3% | -$32.19万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $490.39万 | 0.62% | 16,462 | -439 | -2.6% | -$13.08万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $457.06万 | 0.58% | 9,134 | -241 | -2.6% | -$12.06万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $400.29万 | 0.51% | 16,917 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $347.36万 | 0.44% | 4,638 | -150 | -3.1% | -$11.23万 | 减仓 |
| PWR | QUANTA SVCS INC | $324.45万 | 0.41% | 4,506 | -10 | -0.2% | -$7,200 | 减仓 |
| AMZN | AMAZON COM INC | $308.77万 | 0.39% | 12,955 | 7 | 0.1% | $1,668 | 加仓 |
| ADI | ANALOG DEVICES INC | $272.90万 | 0.35% | 6,871 | -35 | -0.5% | -$1.39万 | 减仓 |
| MCK | MCKESSON CORP | $262.51万 | 0.33% | 3,474 | -2 | -0.1% | -$1,511 | 减仓 |
| D | DOMINION ENERGY INC | $254.63万 | 0.32% | 37,286 | -80 | -0.2% | -$5,463 | 减仓 |
| BAC | BANK OF AMER CORP | $249.27万 | 0.32% | 43,746 | 9,347 | 27.2% | $53.26万 | 加仓 |
| COR | CENCORA INC | $227.36万 | 0.29% | 8,034 | -148 | -1.8% | -$4.19万 | 减仓 |
| LLY | ELI LILLY & CO | $217.46万 | 0.28% | 1,813 | -1 | -0.1% | -$1,199 | 减仓 |
| ANET | ARISTA NETWORKS INC | $216.46万 | 0.28% | 12,742 | 291 | 2.3% | $4.94万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $188.08万 | 0.24% | 6,688 | 27 | 0.4% | $7,593 | 加仓 |
| GE | GE AEROSPACE | $173.11万 | 0.22% | 4,632 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $161.20万 | 0.21% | 6,406 | -21 | -0.3% | -$5,284 | 减仓 |
| ORCL | ORACLE CORP | $158.50万 | 0.20% | 10,815 | 249 | 2.4% | $3.65万 | 加仓 |
| CSX | CSX CORP | $158.49万 | 0.20% | 33,346 | 190 | 0.6% | $9,031 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $147.76万 | 0.19% | 1,461 | -6 | -0.4% | -$6,068 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $142.50万 | 0.18% | 5,300 | -207 | -3.8% | -$5.57万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $140.82万 | 0.18% | 9,603 | -1,435 | -13.0% | -$21.04万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $131.98万 | 0.17% | 3,902 | 42 | 1.1% | $1.42万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $130.06万 | 0.17% | 1,390 | 6 | 0.4% | $5,614 | 加仓 |
| MA | MASTERCARD INCORPORATED | $127.08万 | 0.16% | 2,474 | 22 | 0.9% | $1.13万 | 加仓 |
| GOOGL | ALPHABET INC | $122.18万 | 0.16% | 3,419 | -88 | -2.5% | -$3.14万 | 减仓 |
| TXN | TEXAS INSTRS INC | $121.11万 | 0.15% | 4,063 | 32 | 0.8% | $9,539 | 加仓 |
| BX | BLACKSTONE INC | $120.35万 | 0.15% | 10,228 | 129 | 1.3% | $1.52万 | 加仓 |
| HCA | HCA HEALTHCARE INC | $120.13万 | 0.15% | 3,081 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP | $119.47万 | 0.15% | 5,955 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $118.81万 | 0.15% | 9,246 | -74 | -0.8% | -$9,509 | 减仓 |
| TMUS | T-MOBILE US INC | $117.65万 | 0.15% | 7,014 | 69 | 1.0% | $1.16万 | 加仓 |
| CB | CHUBB LIMITED | $115.41万 | 0.15% | 3,387 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $115.25万 | 0.15% | 2,046 | 22 | 1.1% | $1.24万 | 加仓 |
| NFLX | NETFLIX INC. | $115.04万 | 0.15% | 16,112 | 353 | 2.2% | $2.52万 | 加仓 |
| EDOW | FIRST TR EXCHANGE-TRADED FD | $114.44万 | 0.15% | 25,955 | 0 | 0.0% | — | 不变 |
| XLV | SELECT SECTOR SPDR TR | $113.97万 | 0.15% | 7,183 | -402 | -5.3% | -$6.38万 | 减仓 |
| AFL | AFLAC INC | $113.62万 | 0.14% | 9,690 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $111.25万 | 0.14% | 3,020 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC | $110.41万 | 0.14% | 2,248 | 67 | 3.1% | $3.29万 | 加仓 |
| LOW | LOWES COS INC | $106.69万 | 0.14% | 4,839 | -453 | -8.6% | -$9.99万 | 减仓 |
| AMP | AMERIPRISE FINL INC | $104.10万 | 0.13% | 2,269 | 36 | 1.6% | $1.65万 | 加仓 |
| — | EXXON MOBIL CORP | $93.41万 | 0.12% | 6,832 | 34 | 0.5% | $4,649 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $92.13万 | 0.12% | 7,279 | -123 | -1.7% | -$1.56万 | 减仓 |
| V | VISA INC | $90.82万 | 0.12% | 2,647 | -62 | -2.3% | -$2.13万 | 减仓 |
| TOL | TOLL BROTHERS INC | $89.52万 | 0.11% | 5,434 | 58 | 1.1% | $9,555 | 加仓 |
| SHEL | SHELL PLC | $84.67万 | 0.11% | 10,920 | 95 | 0.9% | $7,366 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $80.96万 | 0.10% | 2,450 | 2,450 | — | $80.96万 | 新建仓 |
| QSR | RESTAURANT BRANDS INTL INC | $80.19万 | 0.10% | 11,059 | 3,481 | 45.9% | $25.24万 | 加仓 |
| KIM | KIMCO REALTY CORP | $77.74万 | 0.10% | 30,665 | 362 | 1.2% | $9,177 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $74.89万 | 0.10% | 1 | 0 | 0.0% | — | 不变 |
| SRE | SEMPRA | $73.60万 | 0.09% | 7,939 | 7,939 | — | $73.60万 | 新建仓 |
| ABT | ABBOTT LABORATORIES | $72.88万 | 0.09% | 8,032 | -2,271 | -22.0% | -$20.61万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $72.46万 | 0.09% | 2,853 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $72.45万 | 0.09% | 2,213 | -64 | -2.8% | -$2.10万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $72.28万 | 0.09% | 2,298 | 3 | 0.1% | $944 | 加仓 |
| KO | COCA COLA CO | $66.05万 | 0.08% | 8,127 | 605 | 8.0% | $4.92万 | 加仓 |
| PSX | PHILLIPS 66 | $65.58万 | 0.08% | 3,879 | 55 | 1.4% | $9,299 | 加仓 |
| QCOM | QUALCOMM INC | $63.53万 | 0.08% | 3,438 | -363 | -9.6% | -$6.71万 | 减仓 |
| KR | KROGER CO | $63.24万 | 0.08% | 11,388 | 127 | 1.1% | $7,053 | 加仓 |
| HD | HOME DEPOT INC | $62.60万 | 0.08% | 1,775 | -31 | -1.7% | -$1.09万 | 减仓 |
| DD | DUPONT DE NEMOURS INC | $61.58万 | 0.08% | 4,540 | -9,403 | -67.4% | -$127.54万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $61.47万 | 0.08% | 1,479 | 0 | 0.0% | — | 不变 |
| LHX | L3HARRIS TECHNOLOGIES INC | $60.38万 | 0.08% | 2,078 | 1,388 | 201.2% | $40.33万 | 加仓 |
| TFC | TRUIST FINL CORP | $55.42万 | 0.07% | 11,124 | 42 | 0.4% | $2,092 | 加仓 |
| DE | DEERE & CO | $54.74万 | 0.07% | 863 | 0 | 0.0% | — | 不变 |
| AZN | ASTRAZENECA PLC | $53.23万 | 0.07% | 2,807 | 69 | 2.5% | $1.31万 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $51.94万 | 0.07% | 1,343 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $51.25万 | 0.07% | 4,363 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $51.05万 | 0.06% | 5,333 | 103 | 2.0% | $9,859 | 加仓 |
| CACI | CACI INTL INC | $50.40万 | 0.06% | 1,088 | 0 | 0.0% | — | 不变 |
| MSI | MOTOROLA SOLUTIONS INC | $49.25万 | 0.06% | 1,186 | 0 | 0.0% | — | 不变 |
| ORLY | OREILLY AUTOMOTIVE INC | $48.06万 | 0.06% | 5,219 | 111 | 2.2% | $1.02万 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V | $47.33万 | 0.06% | 1,684 | -33 | -1.9% | -$9,274 | 减仓 |
| DHR | DANAHER CORP DEL | $46.82万 | 0.06% | 2,458 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $43.93万 | 0.06% | 1,720 | 0 | 0.0% | — | 不变 |
| DGX | QUEST DIAGNOSTICS INC | $43.64万 | 0.06% | 2,059 | 47 | 2.3% | $9,963 | 加仓 |
| C | CITIGROUP INC | $41.81万 | 0.05% | 2,988 | 2 | 0.1% | $280 | 加仓 |
| PEP | PEPSICO INC | $41.32万 | 0.05% | 3,052 | -226 | -6.9% | -$3.06万 | 减仓 |