Veratis Advisors, Inc.
CARY NC · SEC CIK 0002111807
$1.41亿2026Q2 申报市值
84持仓数
55.3%前十大占比 · 第一大 9.1%
0 / 0新建仓 / 清仓
26Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
本季没有买入
2026Q2 卖出最多 按季末市值估算
本季没有卖出
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 |
|---|---|---|---|---|---|---|---|---|
| VUG | VANGUARD INDEX FDS | $1,286.29万 | 9.10% | 149,325 | — | — | — | — |
| DFIV | DIMENSIONAL ETF TRUST | $897.04万 | 6.35% | 166,058 | — | — | — | — |
| IWD | ISHARES TR | $886.56万 | 6.27% | 36,570 | — | — | — | — |
| LECO | LINCOLN ELEC HLDGS INC | $870.87万 | 6.16% | 32,800 | — | — | — | — |
| VTV | VANGUARD INDEX FDS | $847.16万 | 6.00% | 40,894 | — | — | — | — |
| VTEB | VANGUARD MUN BD FDS | $831.11万 | 5.88% | 164,316 | — | — | — | — |
| MUB | ISHARES TR | $591.70万 | 4.19% | 54,980 | — | — | — | — |
| IJT | ISHARES TR | $565.45万 | 4.00% | 31,660 | — | — | — | — |
| IJS | ISHARES TR | $555.44万 | 3.93% | 40,638 | — | — | — | — |
| WMT | WALMART INC | $486.88万 | 3.45% | 40,978 | — | — | — | — |
| AAPL | APPLE INC | $293.52万 | 2.08% | 10,144 | — | — | — | — |
| DFGR | DIMENSIONAL ETF TRUST | $265.86万 | 1.88% | 91,771 | — | — | — | — |
| TFC | TRUIST FINL CORP | $261.68万 | 1.85% | 52,525 | — | — | — | — |
| VIOG | VANGUARD ADMIRAL FDS INC | $261.22万 | 1.85% | 17,027 | — | — | — | — |
| VTI | VANGUARD INDEX FDS | $247.93万 | 1.75% | 6,700 | — | — | — | — |
| VIOV | VANGUARD ADMIRAL FDS INC | $240.07万 | 1.70% | 20,461 | — | — | — | — |
| VOE | VANGUARD INDEX FDS | $221.85万 | 1.57% | 11,227 | — | — | — | — |
| DFEM | DIMENSIONAL ETF TRUST | $213.04万 | 1.51% | 52,420 | — | — | — | — |
| IVOG | VANGUARD ADMIRAL FDS INC | $202.57万 | 1.43% | 13,846 | — | — | — | — |
| SCHP | SCHWAB STRATEGIC TR | $186.91万 | 1.32% | 70,531 | — | — | — | — |
| BLV | VANGUARD BD INDEX FDS | $182.72万 | 1.29% | 26,508 | — | — | — | — |
| IAGG | ISHARES TR | $182.27万 | 1.29% | 36,022 | — | — | — | — |
| DISV | DIMENSIONAL ETF TRUST | $157.51万 | 1.11% | 39,249 | — | — | — | — |
| BNDX | VANGUARD CHARLOTTE FDS | $154.49万 | 1.09% | 31,899 | — | — | — | — |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $151.77万 | 1.07% | 3,033 | — | — | — | — |
| SUB | ISHARES TR | $140.43万 | 0.99% | 13,190 | — | — | — | — |
| AMZN | AMAZON COM INC | $113.72万 | 0.80% | 4,771 | — | — | — | — |
| ILTB | ISHARES TR | $112.08万 | 0.79% | 22,756 | — | — | — | — |
| SHM | SPDR SERIES TRUST | $107.91万 | 0.76% | 22,498 | — | — | — | — |
| IJK | ISHARES TR | $107.13万 | 0.76% | 9,117 | — | — | — | — |
| VXUS | VANGUARD STAR FDS | $104.70万 | 0.74% | 12,247 | — | — | — | — |
| VOO | VANGUARD INDEX FDS | $103.70万 | 0.73% | 1,510 | — | — | — | — |
| TSLA | TESLA INC | $102.42万 | 0.72% | 2,435 | — | — | — | — |
| LOW | LOWES COS INC | $89.12万 | 0.63% | 4,042 | — | — | — | — |
| NVDA | NVIDIA CORPORATION | $86.67万 | 0.61% | 4,332 | — | — | — | — |
| CSCO | CISCO SYS INC | $84.47万 | 0.60% | 7,191 | — | — | — | — |
| MSFT | MICROSOFT CORP | $82.62万 | 0.58% | 2,215 | — | — | — | — |
| V | VISA INC | $80.95万 | 0.57% | 2,510 | — | — | — | — |
| AVGO | BROADCOM INC | $79.06万 | 0.56% | 2,093 | — | — | — | — |
| PSX | PHILLIPS 66 | $77.71万 | 0.55% | 4,597 | — | — | — | — |
| ALL | ALLSTATE CORP | $76.43万 | 0.54% | 3,212 | — | — | — | — |
| GOOGL | ALPHABET INC | $70.58万 | 0.50% | 1,975 | — | — | — | — |
| ORCL | ORACLE CORP | $69.57万 | 0.49% | 4,747 | — | — | — | — |
| IBM | INTERNATIONAL BUSINESS MACHS | $61.69万 | 0.44% | 2,194 | — | — | — | — |
| FDX | FEDEX CORP | $60.03万 | 0.42% | 1,917 | — | — | — | — |
| LLY | ELI LILLY & CO | $54.09万 | 0.38% | 451 | — | — | — | — |
| TIP | ISHARES TR | $53.93万 | 0.38% | 4,928 | — | — | — | — |
| VB | VANGUARD INDEX FDS | $53.35万 | 0.38% | 1,760 | — | — | — | — |
| QQQ | INVESCO QQQ TR | $50.64万 | 0.36% | 688 | — | — | — | — |
| ADI | ANALOG DEVICES INC | $46.67万 | 0.33% | 1,175 | — | — | — | — |
| MCD | MCDONALDS CORP | $44.82万 | 0.32% | 1,658 | — | — | — | — |
| TMO | THERMO FISHER SCIENTIFIC INC | $42.62万 | 0.30% | 850 | — | — | — | — |
| TD | TORONTO DOMINION BK ONT | $38.86万 | 0.27% | 3,200 | — | — | — | — |
| NFLX | NETFLIX INC. | $38.77万 | 0.27% | 5,430 | — | — | — | — |
| VSS | VANGUARD INTL EQUITY INDEX F | $38.15万 | 0.27% | 2,473 | — | — | — | — |
| MRVL | MARVELL TECHNOLOGY INC | $38.13万 | 0.27% | 1,280 | — | — | — | — |
| SAP | SAP SE | $37.26万 | 0.26% | 2,418 | — | — | — | — |
| MRK | MERCK & CO INC | $36.79万 | 0.26% | 2,863 | — | — | — | — |
| SBUX | STARBUCKS CORP | $36.77万 | 0.26% | 3,598 | — | — | — | — |
| CSX | CSX CORP | $36.42万 | 0.26% | 7,662 | — | — | — | — |
| PM | PHILIP MORRIS INTL INC | $34.75万 | 0.25% | 1,921 | — | — | — | — |
| BLK | BLACKROCK INC | $33.37万 | 0.24% | 347 | — | — | — | — |
| SPCX | SPACE EXPLORATION TECHN CORP | $31.61万 | 0.22% | 1,850 | — | — | — | — |
| SYK | STRYKER CORPORATION | $31.17万 | 0.22% | 990 | — | — | — | — |
| LPLA | LPL FINL HLDGS INC | $30.98万 | 0.22% | 1,100 | — | — | — | — |
| JPM | JPMORGAN CHASE & CO | $30.83万 | 0.22% | 942 | — | — | — | — |
| SCHW | SCHWAB CHARLES CORP | $30.58万 | 0.22% | 3,314 | — | — | — | — |
| IVOV | VANGUARD ADMIRAL FDS INC | $29.22万 | 0.21% | 2,562 | — | — | — | — |
| ED | CONSOLIDATED EDISON INC | $29.01万 | 0.21% | 2,622 | — | — | — | — |
| VBR | VANGUARD INDEX FDS | $27.73万 | 0.20% | 1,141 | — | — | — | — |
| DUK | DUKE ENERGY CORP NEW | $27.53万 | 0.19% | 2,175 | — | — | — | — |
| PEP | PEPSICO INC | $27.05万 | 0.19% | 1,998 | — | — | — | — |
| KO | COCA COLA CO | $26.04万 | 0.18% | 3,204 | — | — | — | — |
| MA | MASTERCARD INCORPORATED | $24.29万 | 0.17% | 473 | — | — | — | — |
| VBK | VANGUARD INDEX FDS | $24.20万 | 0.17% | 662 | — | — | — | — |
| ABBV | ABBVIE INC | $23.84万 | 0.17% | 947 | — | — | — | — |
| SCHD | SCHWAB STRATEGIC TR | $23.66万 | 0.17% | 7,460 | — | — | — | — |
| WFC | WELLS FARGO & CO | $22.94万 | 0.16% | 2,828 | — | — | — | — |
| GOOG | ALPHABET INC | $20.63万 | 0.15% | 584 | — | — | — | — |
| META | META PLATFORMS INC | $20.46万 | 0.14% | 363 | — | — | — | — |
| WDAY | WORKDAY INC | $20.19万 | 0.14% | 1,600 | — | — | — | — |
| IVV | ISHARES TR | $20.15万 | 0.14% | 269 | — | — | — | — |
| MO | ALTRIA GROUP INC | $20.08万 | 0.14% | 2,791 | — | — | — | — |
| FNB | F N B CORP | $19.58万 | 0.14% | 10,260 | — | — | — | — |