VERUS WEALTH MANAGEMENT, LLC
DE PERE WI · SEC CIK 0002042938
$1.21亿2026Q2 申报市值
57持仓数
60.8%前十大占比 · 第一大 12.8%
7 / 0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
VOO 加仓+$87.71万
AVDE 加仓+$62.98万
AVUV 加仓+$50.13万
VTEB 加仓+$47.67万
MU 新建仓+$39.13万
2026Q2 卖出最多 按季末市值估算
DIMENSIONAL ETF 减仓-$47.71万
MUB 减仓-$24.02万
DIMENSIONAL ETF 减仓-$20.09万
EFIV 减仓-$9.48万
VCSH 减仓-$6.44万
2026Q2 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 | $20.17万 | 0.17% | 588 | 0 | 0.0% | — | 重新持有 |
| AMAT | APPLIED MATLS INC | $20.53万 | 0.17% | 284 | 284 | — | $20.53万 | 新建仓 |
| IGSB | ISHARES TR | $24.23万 | 0.20% | 4,624 | 4,624 | — | $24.23万 | 新建仓 |
| LRCX | LAM RESEARCH CORP | $24.27万 | 0.20% | 560 | 560 | — | $24.27万 | 新建仓 |
| GUNR | FLEXSHARES TR | $24.71万 | 0.20% | 5,015 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $24.92万 | 0.21% | 1,308 | 1,308 | — | $24.92万 | 新建仓 |
| IEFA | ISHARES TR | $26.96万 | 0.22% | 2,792 | 2,792 | — | $26.96万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $28.62万 | 0.24% | 572 | -1 | -0.2% | -$500 | 减仓 |
| DFSU | DIMENSIONAL ETF TRUST | $30.78万 | 0.25% | 6,600 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $31.14万 | 0.26% | 536 | 536 | — | $31.14万 | 新建仓 |
| IWD | ISHARES TR | $34.52万 | 0.28% | 1,424 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $35.09万 | 0.29% | 1,072 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $36.30万 | 0.30% | 863 | 0 | 0.0% | — | 不变 |
| CMF | ISHARES TR | $36.89万 | 0.30% | 6,400 | -150 | -2.3% | -$8,646 | 减仓 |
| AVSD | AMERICAN CENTY ETF TR | $38.30万 | 0.32% | 4,795 | -505 | -9.5% | -$4.03万 | 减仓 |
| META | META PLATFORMS INC | $39.04万 | 0.32% | 693 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $39.13万 | 0.32% | 339 | 339 | — | $39.13万 | 新建仓 |
| LLY | ELI LILLY & CO | $41.26万 | 0.34% | 344 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $46.67万 | 0.38% | 1,321 | 23 | 1.8% | $8,127 | 加仓 |
| AVGO | BROADCOM INC | $50.96万 | 0.42% | 1,349 | -2 | -0.1% | -$756 | 减仓 |
| EFIV | SPDR SERIES TRUST | $55.79万 | 0.46% | 7,650 | -1,300 | -14.5% | -$9.48万 | 减仓 |
| FLMI | FRANKLIN TEMPLETON ETF TR | $56.43万 | 0.47% | 22,421 | 518 | 2.4% | $1.30万 | 加仓 |
| VCEB | VANGUARD WORLD FD | $56.48万 | 0.47% | 9,000 | 660 | 7.9% | $4.14万 | 加仓 |
| AMZN | AMAZON COM INC | $67.64万 | 0.56% | 2,838 | 0 | 0.0% | — | 不变 |
| IDEV | ISHARES TR | $70.85万 | 0.58% | 7,960 | 0 | 0.0% | — | 不变 |
| VOOV | VANGUARD ADMIRAL FDS INC | $72.62万 | 0.60% | 3,313 | -245 | -6.9% | -$5.37万 | 减仓 |
| GOOGL | ALPHABET INC | $73.15万 | 0.60% | 2,047 | 0 | 0.0% | — | 不变 |
| AVUV | AMERICAN CENTY ETF TR | $83.19万 | 0.69% | 6,668 | 4,018 | 151.6% | $50.13万 | 加仓 |
| AGG | ISHARES TR | $83.31万 | 0.69% | 8,417 | 360 | 4.5% | $3.56万 | 加仓 |
| MSFT | MICROSOFT CORP | $91.65万 | 0.76% | 2,457 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES TR | $101.33万 | 0.84% | 7,368 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $134.82万 | 1.11% | 19,288 | -6,825 | -26.1% | -$47.71万 | 减仓 |
| AAPL | APPLE INC | $135.59万 | 1.12% | 4,686 | -15 | -0.3% | -$4,340 | 减仓 |
| NVDA | NVIDIA CORPORATION | $139.88万 | 1.15% | 6,991 | 3 | 0.0% | $600 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $147.97万 | 1.22% | 53,418 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $154.02万 | 1.27% | 18,705 | -2,440 | -11.5% | -$20.09万 | 减仓 |
| IWF | ISHARES TR | $155.06万 | 1.28% | 12,488 | 0 | 0.0% | — | 不变 |
| DFUV | DIMENSIONAL ETF TRUST | $163.74万 | 1.35% | 29,765 | 0 | 0.0% | — | 不变 |
| DFIV | DIMENSIONAL ETF TRUST | $166.43万 | 1.37% | 30,809 | -400 | -1.3% | -$2.16万 | 减仓 |
| AVDV | AMERICAN CENTY ETF TR | $166.53万 | 1.37% | 16,160 | 758 | 4.9% | $7.81万 | 加仓 |
| VWOB | VANGUARD WHITEHALL FDS | $170.16万 | 1.40% | 25,306 | 764 | 3.1% | $5.14万 | 加仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $194.05万 | 1.60% | 5,729 | -41 | -0.7% | -$1.39万 | 减仓 |
| SPIB | SPDR SERIES TRUST | $251.56万 | 2.07% | 75,182 | 9,716 | 14.8% | $32.51万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $284.72万 | 2.35% | 36,027 | -815 | -2.2% | -$6.44万 | 减仓 |
| IEMG | ISHARES INC | $290.31万 | 2.39% | 35,045 | -88 | -0.3% | -$7,290 | 减仓 |
| EMB | ISHARES TR | $319.63万 | 2.63% | 33,143 | 2,227 | 7.2% | $21.48万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $412.23万 | 3.40% | 57,857 | -191 | -0.3% | -$1.36万 | 减仓 |
| SPHY | SPDR SERIES TRUST | $426.05万 | 3.51% | 181,764 | 12,230 | 7.2% | $28.67万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $451.88万 | 3.72% | 46,832 | 1,793 | 4.0% | $17.30万 | 加仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $477.72万 | 3.94% | 44,936 | 326 | 0.7% | $3.47万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $485.58万 | 4.00% | 54,437 | 7,061 | 14.9% | $62.98万 | 加仓 |
| IJR | ISHARES TR | $487.73万 | 4.02% | 32,886 | 2,003 | 6.5% | $29.71万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $520.87万 | 4.29% | 102,980 | 9,425 | 10.1% | $47.67万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $746.40万 | 6.15% | 101,675 | 4,620 | 4.8% | $33.92万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $895.36万 | 7.38% | 108,331 | 2,748 | 2.6% | $22.71万 | 加仓 |
| MUB | ISHARES TR | $1,329.60万 | 10.96% | 123,546 | -2,232 | -1.8% | -$24.02万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $1,558.12万 | 12.84% | 22,686 | 1,277 | 6.0% | $87.71万 | 加仓 |