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 |
|---|---|---|---|---|---|---|---|---|
| PFE | PFIZER INC | $40.49万 | 0.06% | 14,420 | 36 | 0.3% | $1,011 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $40.02万 | 0.06% | 1,479 | 0 | 0.0% | — | 不变 |
| DGX | QUEST DIAGNOSTICS INC | $39.43万 | 0.06% | 2,012 | -70 | -3.4% | -$1.37万 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $39.32万 | 0.06% | 1,343 | -83 | -5.8% | -$2.43万 | 减仓 |
| MO | ALTRIA GROUP INC | $36.53万 | 0.05% | 5,535 | 13 | 0.2% | $858 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $35.80万 | 0.05% | 2,165 | 0 | 0.0% | — | 不变 |
| PTC | PTC INC | $34.54万 | 0.05% | 2,424 | -167 | -6.4% | -$2.38万 | 减仓 |
| C | CITIGROUP INC | $33.86万 | 0.05% | 2,986 | 2,986 | — | $33.86万 | 新建仓 |
| CSCO | CISCO SYS INC | $33.85万 | 0.05% | 4,363 | 352 | 8.8% | $2.73万 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V | $33.80万 | 0.05% | 1,717 | -74 | -4.1% | -$1.46万 | 减仓 |
| Q | QNITY ELECTRONICS INC | $33.47万 | 0.05% | 2,901 | -1,693 | -36.9% | -$19.53万 | 减仓 |
| FIS | FIDELITY NATL INFORMATION SV | $33.04万 | 0.05% | 7,044 | -5,102 | -42.0% | -$23.93万 | 减仓 |
| IJH | ISHARES TR | $32.55万 | 0.05% | 4,821 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $31.77万 | 0.05% | 3,420 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETE CORP | $30.91万 | 0.04% | 1,266 | 2 | 0.2% | $488 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $29.93万 | 0.04% | 872 | 18 | 2.1% | $6,178 | 加仓 |
| WM | WASTE MGMT INC DEL | $29.14万 | 0.04% | 1,268 | 268 | 26.8% | $6.16万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $29.05万 | 0.04% | 69 | 0 | 0.0% | — | 不变 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $28.96万 | 0.04% | 6,158 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $28.76万 | 0.04% | 804 | 16 | 2.0% | $5,723 | 加仓 |
| AZO | AUTOZONE INC | $28.71万 | 0.04% | 85 | -1 | -1.2% | -$3,378 | 减仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $28.67万 | 0.04% | 1,225 | -439 | -26.4% | -$10.27万 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $28.31万 | 0.04% | 1,632 | -65 | -3.8% | -$1.13万 | 减仓 |
| BP | BP PLC | $27.95万 | 0.04% | 5,947 | 1 | 0.0% | $47 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $27.14万 | 0.04% | 8,093 | 8,093 | — | $27.14万 | 新建仓 |
| IBDW | ISHARES TR | $26.57万 | 0.04% | 12,693 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $25.58万 | 0.04% | 293 | 293 | — | $25.58万 | 新建仓 |
| VOO | VANGUARD INDEX FDS | $25.00万 | 0.04% | 418 | 0 | 0.0% | — | 不变 |
| PPL | PPL CORP | $24.14万 | 0.03% | 6,320 | 6,320 | — | $24.14万 | 新建仓 |
| ENB | ENBRIDGE INC | $24.05万 | 0.03% | 4,443 | 0 | 0.0% | — | 不变 |
| LHX | L3HARRIS TECHNOLOGIES INC | $23.82万 | 0.03% | 690 | 690 | — | $23.82万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC | $23.53万 | 0.03% | 4,687 | 113 | 2.5% | $5,673 | 重新持有 |
| GLW | CORNING INC | $23.39万 | 0.03% | 1,720 | 1,720 | — | $23.39万 | 新建仓 |
| RTX | RTX CORPORATION | $22.94万 | 0.03% | 1,189 | 47 | 4.1% | $9,067 | 加仓 |
| WFC | WELLS FARGO & CO | $22.80万 | 0.03% | 2,864 | -1,831 | -39.0% | -$14.58万 | 减仓 |
| BUD | ANHEUSER BUSCH INBEV SA NV | $20.94万 | 0.03% | 3,018 | 3,018 | — | $20.94万 | 新建仓 |
| EOG | EOG RES INC | $20.70万 | 0.03% | 1,432 | 1,432 | — | $20.70万 | 新建仓 |
| LMT | LOCKHEED MARTIN CORP | $20.13万 | 0.03% | 333 | 333 | — | $20.13万 | 新建仓 |
| 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 |