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
MO ALTRIA GROUP INC $39.91万0.05%5,546 110.2% $791 加仓
CVX CHEVRON CORPORATION $39.30万0.05%2,371 00.0% — 不变
PM PHILIP MORRIS INTL INC $39.17万0.05%2,165 00.0% — 不变
MCD MCDONALDS CORP $37.73万0.05%1,396 -17-1.2% -$4,595 减仓
IJH ISHARES TR $37.17万0.05%4,821 00.0% — 不变
XLF SELECT SECTOR SPDR TR $36.44万0.05%6,797 -2,160-24.1% -$11.58万 减仓
FV FIRST TR EXCHANGE TRADED FD $34.91万0.04%4,601 4,601— $34.91万 新建仓
PFE PFIZER INC $34.81万0.04%14,457 370.3% $891 加仓
GEV GE VERNOVA INC $34.42万0.04%293 00.0% — 不变
ETN EATON CORP PLC $33.83万0.04%794 -10-1.2% -$4,261 减仓
INTU INTUIT $32.91万0.04%1,261 -13-1.0% -$3,393 减仓
FDN FIRST TR EXCHANGE-TRADED FD $32.43万0.04%1,225 00.0% — 不变
MPC MARATHON PETE CORP $32.40万0.04%1,267 10.1% $256 加仓
BUD ANHEUSER BUSCH INBEV SA NV $30.76万0.04%3,733 71523.7% $5.89万 加仓
GD GENERAL DYNAMICS CORP $30.25万0.04%854 -18-2.1% -$6,376 减仓
NEE NEXTERA ENERGY INC $30.02万0.04%3,420 00.0% — 不变
FVD FIRST TR EXCHANGE-TRADED FD $29.67万0.04%6,158 00.0% — 不变
VOO VANGUARD INDEX FDS $28.74万0.04%418 00.0% — 不变
WM WASTE MGMT INC DEL $28.26万0.04%1,268 00.0% — 不变
MRSH MARSH & MCLENNAN COS INC $27.20万0.03%1,632 00.0% — 不变
AZO AUTOZONE INC $27.17万0.03%85 00.0% — 不变
ACN ACCENTURE PLC IRELAND $26.77万0.03%2,151 -48-2.2% -$5,973 减仓
IBDW ISHARES TR $26.45万0.03%12,693 00.0% — 不变
PTC PTC INC $26.16万0.03%2,303 -121-5.0% -$1.37万 减仓
KMI KINDER MORGAN INC DEL $25.06万0.03%7,840 -253-3.1% -$8,088 减仓
ENB ENBRIDGE INC $23.80万0.03%4,391 -52-1.2% -$2,819 减仓
PPL PPL CORP $22.97万0.03%6,320 00.0% — 不变
WFC WELLS FARGO & CO $22.86万0.03%2,766 -98-3.4% -$8,098 减仓
SSUS STRATEGY SHS $22.82万0.03%4,125 4,125— $22.82万 新建仓
HON HONEYWELL INTL INC $22.75万0.03%1,016 -1,015-50.0% -$22.73万 减仓
HONA HONEYWELL AEROSPACE INC $22.42万0.03%1,014 1,014— $22.42万 新建仓
RPG INVESCO EXCHANGE TRADED FD T $22.37万0.03%3,503 3,503— $22.37万 新建仓
RTX RTX CORPORATION $22.01万0.03%1,160 -29-2.4% -$5,503 减仓
BP BP PLC $21.98万0.03%5,949 20.0% $74 加仓
KBWB INVESCO EXCH TRADED FD TR II $21.61万0.03%2,324 2,324— $21.61万 新建仓
RKLB ROCKET LAB CORP $20.33万0.03%2,000 2,000— $20.33万 新建仓
BKNG BOOKING HOLDINGS INC $20.16万0.03%1,131 -594-34.4% -$10.59万 减仓
OEF ISHARES TR $20.12万0.03%550 550— $20.12万 新建仓
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