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 |
|---|---|---|---|---|---|---|---|---|
| DGRO | ISHARES TR | $8,548.00万 | 12.36% | 1,218,011 | -36,883 | -2.9% | -$258.84万 | 减仓 |
| MGK | VANGUARD WORLD FD | $5,975.10万 | 8.64% | 162,614 | -4,334 | -2.6% | -$159.25万 | 减仓 |
| XSMO | INVESCO EXCHANGE TRADED FD T | $3,954.96万 | 5.72% | 520,253 | 29,366 | 6.0% | $223.24万 | 加仓 |
| QQQ | INVESCO QQQ TR | $3,700.52万 | 5.35% | 64,114 | -4,141 | -6.1% | -$239.01万 | 减仓 |
| IBDR | ISHARES TR | $3,627.53万 | 5.25% | 1,496,505 | 59,966 | 4.2% | $145.36万 | 加仓 |
| IBDS | ISHARES TR | $3,551.47万 | 5.14% | 1,465,127 | 63,140 | 4.5% | $153.05万 | 加仓 |
| IBDU | ISHARES TR | $3,510.13万 | 5.08% | 1,509,083 | 88,114 | 6.2% | $204.95万 | 加仓 |
| IBDV | ISHARES TR | $3,501.98万 | 5.07% | 1,599,810 | 116,823 | 7.9% | $255.73万 | 加仓 |
| IBDT | ISHARES TR | $3,475.70万 | 5.03% | 1,372,168 | 70,754 | 5.4% | $179.22万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $2,653.36万 | 3.84% | 199,651 | -11,462 | -5.4% | -$152.33万 | 减仓 |
| IDMO | INVESCO EXCH TRADED FD TR II | $2,505.18万 | 3.62% | 456,816 | 456,816 | — | $2,505.18万 | 新建仓 |
| VGT | VANGUARD WORLD FD | $2,405.74万 | 3.48% | 34,480 | -2,834 | -7.6% | -$197.73万 | 减仓 |
| VO | VANGUARD INDEX FDS | $2,223.45万 | 3.22% | 77,424 | 37,554 | 94.2% | $1,078.47万 | 加仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $2,102.36万 | 3.04% | 226,645 | -80,848 | -26.3% | -$749.95万 | 减仓 |
| GSLC | GOLDMAN SACHS ETF TR | $1,599.31万 | 2.31% | 127,811 | -14,493 | -10.2% | -$181.35万 | 减仓 |
| QQEW | FIRST TR EXCHANGE-TRADED FD | $1,351.56万 | 1.95% | 106,444 | -164,630 | -60.7% | -$2,090.36万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1,028.35万 | 1.49% | 58,965 | -1,752 | -2.9% | -$30.55万 | 减仓 |
| AAPL | APPLE INC | $861.30万 | 1.25% | 33,937 | -1,503 | -4.2% | -$38.15万 | 减仓 |
| GOOG | ALPHABET INC | $844.86万 | 1.22% | 29,452 | -1,631 | -5.2% | -$46.79万 | 减仓 |
| MSFT | MICROSOFT CORP | $596.57万 | 0.86% | 16,116 | 1,002 | 6.6% | $37.09万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $508.63万 | 0.74% | 7,821 | -4,067 | -34.2% | -$264.49万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $449.25万 | 0.65% | 9,375 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $429.26万 | 0.62% | 12,702 | -673 | -5.0% | -$22.74万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $363.82万 | 0.53% | 16,917 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $312.79万 | 0.45% | 4,788 | 12 | 0.3% | $7,839 | 加仓 |
| MCK | MCKESSON CORP | $300.81万 | 0.44% | 3,476 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $269.67万 | 0.39% | 12,948 | -511 | -3.8% | -$10.64万 | 减仓 |
| COR | CENCORA INC | $257.03万 | 0.37% | 8,182 | -464 | -5.4% | -$14.58万 | 减仓 |
| PWR | QUANTA SVCS INC | $247.94万 | 0.36% | 4,516 | -669 | -12.9% | -$36.73万 | 减仓 |
| D | DOMINION ENERGY INC | $230.99万 | 0.33% | 37,366 | 57 | 0.2% | $3,524 | 加仓 |
| ADI | ANALOG DEVICES INC | $219.71万 | 0.32% | 6,906 | -84 | -1.2% | -$2.67万 | 减仓 |
| BAC | BANK AMERICA CORP | $167.69万 | 0.24% | 34,399 | 4,945 | 16.8% | $24.11万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $167.40万 | 0.24% | 16,901 | 423 | 2.6% | $4.19万 | 加仓 |
| LLY | ELI LILLY & CO | $166.85万 | 0.24% | 1,814 | 14 | 0.8% | $1.29万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $161.46万 | 0.23% | 6,661 | 568 | 9.3% | $13.77万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $159.44万 | 0.23% | 11,038 | -2,834 | -20.4% | -$40.94万 | 减仓 |
| ORCL | ORACLE CORP | $155.43万 | 0.22% | 10,566 | 2,354 | 28.7% | $34.63万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $152.87万 | 0.22% | 12,451 | 1,007 | 8.8% | $12.36万 | 加仓 |
| NFLX | NETFLIX INC. | $151.52万 | 0.22% | 15,759 | 553 | 3.6% | $5.32万 | 加仓 |
| TMUS | T-MOBILE US INC | $145.88万 | 0.21% | 6,945 | 69 | 1.0% | $1.45万 | 加仓 |
| HCA | HCA HEALTHCARE INC | $145.81万 | 0.21% | 3,081 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $139.78万 | 0.20% | 6,427 | 403 | 6.7% | $8.76万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $137.94万 | 0.20% | 1,384 | -74 | -5.1% | -$7.38万 | 减仓 |
| CSX | CSX CORP | $136.10万 | 0.20% | 33,156 | -1,051 | -3.1% | -$4.31万 | 减仓 |
| GE | GE AEROSPACE | $131.44万 | 0.19% | 4,632 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $129.95万 | 0.19% | 3,020 | 0 | 0.0% | — | 不变 |
| HWM | HOWMET AEROSPACE INC | $126.91万 | 0.18% | 5,507 | 20 | 0.4% | $4,609 | 加仓 |
| LOW | LOWES COS INC | $125.04万 | 0.18% | 5,292 | -501 | -8.6% | -$11.84万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $124.11万 | 0.18% | 1,467 | -94 | -6.0% | -$7.95万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $122.52万 | 0.18% | 2,452 | -74 | -2.9% | -$3.70万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $116.77万 | 0.17% | 3,860 | -18 | -0.5% | -$5,445 | 减仓 |
| BX | BLACKSTONE INC | $116.13万 | 0.17% | 10,099 | 1,161 | 13.0% | $13.35万 | 加仓 |
| META | META PLATFORMS INC | $115.80万 | 0.17% | 2,024 | 159 | 8.5% | $9.10万 | 加仓 |
| — | EXXON MOBIL CORP | $115.34万 | 0.17% | 6,798 | 184 | 2.8% | $3.12万 | 加仓 |
| MRK | MERCK & CO INC | $112.11万 | 0.16% | 9,320 | 3 | 0.0% | $361 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $111.20万 | 0.16% | 7,585 | -78,865 | -91.2% | -$1,156.24万 | 减仓 |
| CB | CHUBB LTD SWITZ | $110.39万 | 0.16% | 3,387 | 154 | 4.8% | $5.02万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $108.64万 | 0.16% | 5,955 | 0 | 0.0% | — | 不变 |
| AFL | AFLAC INC | $106.31万 | 0.15% | 9,690 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $105.78万 | 0.15% | 10,303 | 303 | 3.0% | $3.11万 | 加仓 |
| EDOW | FIRST TR EXCHANGE-TRADED FD | $105.30万 | 0.15% | 25,955 | -293 | -1.1% | -$1.19万 | 减仓 |
| GOOGL | ALPHABET INC | $100.85万 | 0.15% | 3,507 | 160 | 4.8% | $4.60万 | 加仓 |
| SHEL | SHELL PLC | $100.67万 | 0.15% | 10,825 | -737 | -6.4% | -$6.85万 | 减仓 |
| AMP | AMERIPRISE FINL INC | $99.24万 | 0.14% | 2,233 | 76 | 3.5% | $3.38万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $96.92万 | 0.14% | 7,402 | 2 | 0.0% | $262 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $90.89万 | 0.13% | 2,181 | 125 | 6.1% | $5.21万 | 加仓 |
| V | VISA INC | $81.87万 | 0.12% | 2,709 | 32 | 1.2% | $9,671 | 加仓 |
| KR | KROGER CO | $81.49万 | 0.12% | 11,261 | -116 | -1.0% | -$8,394 | 减仓 |
| TXN | TEXAS INSTRS INC | $78.25万 | 0.11% | 4,031 | -438 | -9.8% | -$8.50万 | 减仓 |
| TOL | TOLL BROTHERS INC | $73.37万 | 0.11% | 5,376 | -754 | -12.3% | -$10.29万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $71.81万 | 0.10% | 1 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $69.74万 | 0.10% | 2,853 | 215 | 8.2% | $5.26万 | 加仓 |
| PSX | PHILLIPS 66 | $69.67万 | 0.10% | 3,824 | -412 | -9.7% | -$7.51万 | 减仓 |
| KIM | KIMCO REALTY CORP | $68.09万 | 0.10% | 30,303 | 2,672 | 9.7% | $6.00万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $66.97万 | 0.10% | 2,277 | 403 | 21.5% | $11.85万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $65.87万 | 0.10% | 2,295 | 5 | 0.2% | $1,435 | 加仓 |
| — | DUPONT DE NEMOURS INC | $63.86万 | 0.09% | 13,943 | 1,715 | 14.0% | $7.85万 | 加仓 |
| HD | HOME DEPOT INC | $59.40万 | 0.09% | 1,806 | 31 | 1.7% | $1.02万 | 加仓 |
| CACI | CACI INTL INC | $59.17万 | 0.09% | 1,088 | -10 | -0.9% | -$5,439 | 减仓 |
| KO | COCA COLA CO | $57.21万 | 0.08% | 7,522 | -52 | -0.7% | -$3,955 | 减仓 |
| QSR | RESTAURANT BRANDS INTL INC | $56.00万 | 0.08% | 7,578 | 7,578 | — | $56.00万 | 新建仓 |
| INTU | INTUIT | $55.09万 | 0.08% | 1,274 | -33 | -2.5% | -$1.43万 | 减仓 |
| DKS | DICKS SPORTING GOODS INC | $54.31万 | 0.08% | 2,739 | 8 | 0.3% | $1,586 | 加仓 |
| AZN | ASTRAZENECA PLC | $54.00万 | 0.08% | 2,738 | 2,738 | — | $54.00万 | 新建仓 |
| MSI | MOTOROLA SOLUTIONS INC | $51.47万 | 0.07% | 1,186 | -56 | -4.5% | -$2.43万 | 减仓 |
| TFC | TRUIST FINL CORP | $50.94万 | 0.07% | 11,082 | 122 | 1.1% | $5,608 | 加仓 |
| PEP | PEPSICO INC | $50.90万 | 0.07% | 3,278 | 207 | 6.7% | $3.21万 | 加仓 |
| SO | SOUTHERN CO | $50.48万 | 0.07% | 5,230 | -66 | -1.2% | -$6,371 | 减仓 |
| J | JACOBS SOLUTIONS INC | $50.36万 | 0.07% | 3,957 | -2,236 | -36.1% | -$28.46万 | 减仓 |
| CVX | CHEVRON CORPORATION | $49.06万 | 0.07% | 2,371 | 530 | 28.8% | $10.97万 | 加仓 |
| QCOM | QUALCOMM INC | $48.95万 | 0.07% | 3,801 | 243 | 6.8% | $3.13万 | 加仓 |
| DE | DEERE & CO | $48.61万 | 0.07% | 863 | 74 | 9.4% | $4.17万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $47.15万 | 0.07% | 5,108 | 167 | 3.4% | $1.54万 | 加仓 |
| DHR | DANAHER CORP DEL | $46.60万 | 0.07% | 2,458 | 0 | 0.0% | — | 不变 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $46.02万 | 0.07% | 14,376 | -11,193 | -43.8% | -$35.83万 | 减仓 |
| — | HONEYWELL INTL INC | $45.91万 | 0.07% | 2,031 | 262 | 14.8% | $5.92万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $44.22万 | 0.06% | 8,957 | -220 | -2.4% | -$1.09万 | 减仓 |
| AMGN | AMGEN INC | $43.95万 | 0.06% | 1,249 | -140 | -10.1% | -$4.93万 | 减仓 |
| MCD | MCDONALDS CORP | $43.91万 | 0.06% | 1,413 | 191 | 15.6% | $5.94万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $43.60万 | 0.06% | 2,199 | -15 | -0.7% | -$2,974 | 减仓 |