VERUS WEALTH MANAGEMENT, LLC
DE PERE WI · SEC CIK 0002042938
$1.08亿2026Q1 申报市值
49持仓数
61.7%前十大占比 · 第一大 12.4%
0 / 0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
MUB 加仓+$90.89万
VCIT 加仓+$54.37万
FLMI 加仓+$32.76万
BND 加仓+$31.86万
VOO 加仓+$25.58万
2026Q1 卖出最多 按季末市值估算
VTEB 减仓-$65.68万
SPHY 减仓-$18.30万
SPIB 减仓-$5.42万
DFIV 减仓-$5.28万
AVDV 减仓-$4.48万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| V | VISA INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DFSU | DIMENSIONAL ETF TRUST | $27.12万 | 0.25% | 6,600 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $27.46万 | 0.25% | 573 | 0 | 0.0% | — | 不变 |
| GUNR | FLEXSHARES TR | $27.66万 | 0.26% | 5,015 | 0 | 0.0% | — | 不变 |
| AVUV | AMERICAN CENTY ETF TR | $29.27万 | 0.27% | 2,650 | -52 | -1.9% | -$5,744 | 减仓 |
| IWD | ISHARES TR | $30.43万 | 0.28% | 1,424 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $31.53万 | 0.29% | 1,072 | -1 | -0.1% | -$294 | 减仓 |
| LLY | ELI LILLY & CO | $31.64万 | 0.29% | 344 | 1 | 0.3% | $920 | 加仓 |
| TSLA | TESLA INC | $32.08万 | 0.30% | 863 | 4 | 0.5% | $1,487 | 加仓 |
| GOOG | ALPHABET INC | $37.23万 | 0.35% | 1,298 | 4 | 0.3% | $1,147 | 加仓 |
| CMF | ISHARES TR | $37.24万 | 0.35% | 6,550 | -150 | -2.2% | -$8,529 | 减仓 |
| AVSD | AMERICAN CENTY ETF TR | $39.03万 | 0.36% | 5,300 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $39.65万 | 0.37% | 693 | -1 | -0.1% | -$572 | 减仓 |
| AVGO | BROADCOM INC | $41.81万 | 0.39% | 1,351 | 0 | 0.0% | — | 不变 |
| VCEB | VANGUARD WORLD FD | $52.40万 | 0.49% | 8,340 | -150 | -1.8% | -$9,424 | 减仓 |
| FLMI | FRANKLIN TEMPLETON ETF TR | $54.30万 | 0.50% | 21,903 | 13,213 | 152.0% | $32.76万 | 加仓 |
| EFIV | SPDR SERIES TRUST | $56.46万 | 0.52% | 8,950 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $58.86万 | 0.55% | 2,047 | -5 | -0.2% | -$1,438 | 减仓 |
| AMZN | AMAZON COM INC | $59.11万 | 0.55% | 2,838 | 51 | 1.8% | $1.06万 | 加仓 |
| IDEV | ISHARES TR | $66.52万 | 0.62% | 7,960 | -418 | -5.0% | -$3.49万 | 减仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $72.51万 | 0.67% | 3,558 | 27 | 0.8% | $5,502 | 加仓 |
| AGG | ISHARES TR | $79.98万 | 0.74% | 8,057 | 106 | 1.3% | $1.05万 | 加仓 |
| IVW | ISHARES TR | $83.34万 | 0.77% | 7,368 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $90.95万 | 0.84% | 2,457 | 12 | 0.5% | $4,442 | 加仓 |
| AAPL | APPLE INC | $119.31万 | 1.11% | 4,701 | 23 | 0.5% | $5,837 | 加仓 |
| NVDA | NVIDIA CORPORATION | $121.87万 | 1.13% | 6,988 | -11 | -0.2% | -$1,918 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $132.21万 | 1.23% | 53,418 | -80 | -0.1% | -$1,980 | 减仓 |
| IWF | ISHARES TR | $133.12万 | 1.24% | 3,122 | 0 | 0.0% | — | 不变 |
| DFUV | DIMENSIONAL ETF TRUST | $144.24万 | 1.34% | 29,765 | -300 | -1.0% | -$1.45万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $150.40万 | 1.40% | 21,145 | 195 | 0.9% | $1.39万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $153.80万 | 1.43% | 15,402 | -449 | -2.8% | -$4.48万 | 减仓 |
| VWOB | VANGUARD WHITEHALL FDS | $161.22万 | 1.50% | 24,542 | 423 | 1.8% | $2.78万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $163.08万 | 1.51% | 26,113 | -222 | -0.8% | -$1.39万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $164.72万 | 1.53% | 31,209 | -1,000 | -3.1% | -$5.28万 | 减仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $170.28万 | 1.58% | 5,770 | 685 | 13.5% | $20.22万 | 加仓 |
| SPIB | SPDR SERIES TRUST | $219.57万 | 2.04% | 65,466 | -1,615 | -2.4% | -$5.42万 | 减仓 |
| IEMG | ISHARES INC | $245.05万 | 2.27% | 35,133 | -32 | -0.1% | -$2,232 | 减仓 |
| EMB | ISHARES TR | $290.39万 | 2.70% | 30,916 | 943 | 3.1% | $8.86万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $292.05万 | 2.71% | 36,842 | 547 | 1.5% | $4.34万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $362.92万 | 3.37% | 45,039 | -229 | -0.5% | -$1.85万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $371.97万 | 3.45% | 58,048 | 521 | 0.9% | $3.34万 | 加仓 |
| IJR | ISHARES TR | $383.91万 | 3.56% | 30,883 | -329 | -1.1% | -$4.09万 | 减仓 |
| SPHY | SPDR SERIES TRUST | $395.35万 | 3.67% | 169,534 | -7,848 | -4.4% | -$18.30万 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $401.94万 | 3.73% | 47,376 | 455 | 1.0% | $3.86万 | 加仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $418.18万 | 3.88% | 44,610 | 1,514 | 3.5% | $14.19万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $466.75万 | 4.33% | 93,555 | -13,165 | -12.3% | -$65.68万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $714.71万 | 6.64% | 97,055 | 4,327 | 4.7% | $31.86万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $873.70万 | 8.11% | 105,583 | 6,571 | 6.6% | $54.37万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1,279.32万 | 11.88% | 21,409 | 428 | 2.0% | $25.58万 | 加仓 |
| MUB | ISHARES TR | $1,335.13万 | 12.39% | 125,778 | 8,562 | 7.3% | $90.89万 | 加仓 |