Virginia Estate & Retirement Planning Advisors Inc.
GLEN ALLEN VA · SEC CIK 0002115327
$5,775.46万2026Q1 申报市值
159持仓数
92.8%前十大占比 · 第一大 59.6%
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
本季没有买入
2026Q1 卖出最多 按季末市值估算
本季没有卖出
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 |
|---|---|---|---|---|---|---|---|---|
| GOVT | ISHARES TR | $3,444.65万 | 59.64% | 342,206 | — | — | — | — |
| SGOV | ISHARES TR | $1,460.77万 | 25.29% | 145,120 | — | — | — | — |
| AAPL | APPLE INC | $135.27万 | 2.34% | 5,336 | — | — | — | — |
| — | ISHARES TR | $69.02万 | 1.20% | 6,515 | — | — | — | — |
| CVS | CVS HEALTH CORP | $58.25万 | 1.01% | 8,110 | — | — | — | — |
| PSLV | SPROTT ASSET MANAGEMENT LP | $56.71万 | 0.98% | 16,610 | — | — | — | — |
| SCCR | SCHWAB STRATEGIC TR | $40.10万 | 0.69% | 400,967 | — | — | — | — |
| VO | VANGUARD INDEX FDS | $39.80万 | 0.69% | 3,351 | — | — | — | — |
| AMZN | AMAZON COM INC | $27.16万 | 0.47% | 3,672 | — | — | — | — |
| VIDI | ETF SER SOLUTIONS | $26.77万 | 0.46% | 8,862 | — | — | — | — |
| MSFT | MICROSOFT CORP | $25.32万 | 0.44% | 684 | — | — | — | — |
| NVDA | NVIDIA CORPORATION | $24.97万 | 0.43% | 1,432 | — | — | — | — |
| FLRN | SPDR SERIES TRUST | $20.86万 | 0.36% | 2,276 | — | — | — | — |
| QQQ | INVESCO QQQ TR | $15.93万 | 0.28% | 276 | — | — | — | — |
| AMAT | APPLIED MATLS INC | $15.21万 | 0.26% | 445 | — | — | — | — |
| META | META PLATFORMS INC | $14.59万 | 0.25% | 255 | — | — | — | — |
| AXON | AXON ENTERPRISE INC | $14.01万 | 0.24% | 330 | — | — | — | — |
| GOOGL | ALPHABET INC | $13.80万 | 0.24% | 480 | — | — | — | — |
| JPM | JPMORGAN CHASE & CO | $11.21万 | 0.19% | 381 | — | — | — | — |
| HD | HOME DEPOT INC | $10.13万 | 0.18% | 310 | — | — | — | — |
| PM | PHILIP MORRIS INTL INC | $9.74万 | 0.17% | 589 | — | — | — | — |
| ORCL | ORACLE CORP | $9.62万 | 0.17% | 682 | — | — | — | — |
| JNJ | JOHNSON & JOHNSON | $8.37万 | 0.15% | 343 | — | — | — | — |
| — | ISHARES TR | $7.63万 | 0.13% | 240 | — | — | — | — |
| XLE | SELECT SECTOR SPDR TR | $7.52万 | 0.13% | 668 | — | — | — | — |
| ABBV | ABBVIE INC | $7.35万 | 0.13% | 338 | — | — | — | — |
| VRTS | VIRTUS INVT PARTNERS INC | $6.72万 | 0.12% | 500 | — | — | — | — |
| CVX | CHEVRON CORPORATION | $4.97万 | 0.09% | 240 | — | — | — | — |
| ADP | AUTOMATIC DATA PROCESSING IN | $4.73万 | 0.08% | 233 | — | — | — | — |
| IBM | INTERNATIONAL BUSINESS MACHS | $4.60万 | 0.08% | 190 | — | — | — | — |
| HYG | ISHARES TR | $4.24万 | 0.07% | 392 | — | — | — | — |
| IWM | ISHARES TR | $4.19万 | 0.07% | 169 | — | — | — | — |
| PEP | PEPSICO INC | $4.04万 | 0.07% | 260 | — | — | — | — |
| WFC | WELLS FARGO & CO | $3.96万 | 0.07% | 497 | — | — | — | — |
| IHE | ISHARES TR | $3.77万 | 0.07% | 401 | — | — | — | — |
| NEE | NEXTERA ENERGY INC | $3.72万 | 0.06% | 401 | — | — | — | — |
| LHX | L3HARRIS TECHNOLOGIES INC | $3.66万 | 0.06% | 106 | — | — | — | — |
| ENB | ENBRIDGE INC | $3.60万 | 0.06% | 665 | — | — | — | — |
| WTRG | ESSENTIAL UTILS INC | $3.54万 | 0.06% | 879 | — | — | — | — |
| PFE | PFIZER INC | $3.51万 | 0.06% | 1,249 | — | — | — | — |
| CBSH | COMMERCE BANCSHARES INC | $3.46万 | 0.06% | 703 | — | — | — | — |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $3.35万 | 0.06% | 70 | — | — | — | — |
| LOW | LOWES COS INC | $3.31万 | 0.06% | 140 | — | — | — | — |
| CSX | CSX CORP | $3.24万 | 0.06% | 789 | — | — | — | — |
| BND | VANGUARD BD INDEX FDS | $3.23万 | 0.06% | 108 | — | — | — | — |
| ABT | ABBOTT LABORATORIES | $3.17万 | 0.05% | 309 | — | — | — | — |
| C | CITIGROUP INC | $3.13万 | 0.05% | 276 | — | — | — | — |
| AVGO | BROADCOM INC | $3.10万 | 0.05% | 100 | — | — | — | — |
| PG | PROCTER & GAMBLE CO | $2.98万 | 0.05% | 206 | — | — | — | — |
| TLT | ISHARES TR | $2.87万 | 0.05% | 285 | — | — | — | — |
| DE | DEERE & CO | $2.82万 | 0.05% | 50 | — | — | — | — |
| EMR | EMERSON ELEC CO | $2.79万 | 0.05% | 213 | — | — | — | — |
| COST | COSTCO WHOLESALE CORPORATION | $2.79万 | 0.05% | 28 | — | — | — | — |
| MKL | MARKEL GROUP INC | $2.68万 | 0.05% | 14 | — | — | — | — |
| BMY | BRISTOL-MYERS SQUIBB CO | $2.67万 | 0.05% | 441 | — | — | — | — |
| CEMB | ISHARES INC | $2.58万 | 0.04% | 215 | — | — | — | — |
| BABA | ALIBABA GROUP HLDG LTD | $2.51万 | 0.04% | 200 | — | — | — | — |
| XLK | SELECT SECTOR SPDR TR | $2.34万 | 0.04% | 211 | — | — | — | — |
| OEF | ISHARES TR | $2.30万 | 0.04% | 190 | — | — | — | — |
| MDLZ | MONDELEZ INTL INC | $2.30万 | 0.04% | 399 | — | — | — | — |
| IXC | ISHARES TR | $2.26万 | 0.04% | 107 | — | — | — | — |
| TEX | TEREX CORP NEW | $2.26万 | 0.04% | 108 | — | — | — | — |
| WMT | WALMART INC | $2.22万 | 0.04% | 180 | — | — | — | — |
| APD | AIR PRODUCTS AND CHEMICALS I | $2.21万 | 0.04% | 76 | — | — | — | — |
| O | REALTY INCOME CORP | $2.20万 | 0.04% | 359 | — | — | — | — |
| XLV | SELECT SECTOR SPDR TR | $2.02万 | 0.04% | 125 | — | — | — | — |
| NSC | NORFOLK SOUTHN CORP | $2.01万 | 0.03% | 70 | — | — | — | — |
| MCD | MCDONALDS CORP | $1.96万 | 0.03% | 63 | — | — | — | — |
| XLP | SELECT SECTOR SPDR TR | $1.79万 | 0.03% | 164 | — | — | — | — |
| AMD | ADVANCED MICRO DEVICES INC | $1.73万 | 0.03% | 85 | — | — | — | — |
| V | VISA INC | $1.69万 | 0.03% | 56 | — | — | — | — |
| MA | MASTERCARD INCORPORATED | $1.65万 | 0.03% | 33 | — | — | — | — |
| TJX | TJX COS INC NEW | $1.63万 | 0.03% | 102 | — | — | — | — |
| MRK | MERCK & CO INC | $1.62万 | 0.03% | 135 | — | — | — | — |
| IWF | ISHARES TR | $1.58万 | 0.03% | 74 | — | — | — | — |
| XLB | SELECT SECTOR SPDR TR | $1.56万 | 0.03% | 254 | — | — | — | — |
| MLM | MARTIN MARIETTA MATLS INC | $1.53万 | 0.03% | 26 | — | — | — | — |
| EOG | EOG RES INC | $1.46万 | 0.03% | 101 | — | — | — | — |
| NNN | NNN REIT INC | $1.44万 | 0.02% | 342 | — | — | — | — |
| TLH | ISHARES TR | $1.37万 | 0.02% | 55 | — | — | — | — |
| — | ELECTRONIC ARTS INC | $1.37万 | 0.02% | 67 | — | — | — | — |
| WPC | WP CAREY INC | $1.36万 | 0.02% | 200 | — | — | — | — |
| INTC | INTEL CORP | $1.35万 | 0.02% | 305 | — | — | — | — |
| SHW | SHERWIN WILLIAMS CO | $1.31万 | 0.02% | 41 | — | — | — | — |
| CI | THE CIGNA GROUP | $1.30万 | 0.02% | 40 | — | — | — | — |
| ICE | INTERCONTINENTAL EXCHANGE IN | $1.27万 | 0.02% | 81 | — | — | — | — |
| TFC | TRUIST FINL CORP | $1.23万 | 0.02% | 268 | — | — | — | — |
| VRTX | VERTEX PHARMACEUTICALS INC | $1.21万 | 0.02% | 27 | — | — | — | — |
| DHR | DANAHER CORP DEL | $1.19万 | 0.02% | 63 | — | — | — | — |
| PSX | PHILLIPS 66 | $1.18万 | 0.02% | 65 | — | — | — | — |
| XLY | SELECT SECTOR SPDR TR | $1.17万 | 0.02% | 80 | — | — | — | — |
| UNH | UNITEDHEALTH GROUP INC | $1.06万 | 0.02% | 39 | — | — | — | — |
| UVV | UNIVERSAL CORP VA MTNS BK EN | $1.05万 | 0.02% | 200 | — | — | — | — |
| ROK | ROCKWELL AUTOMATION INC | $1.04万 | 0.02% | 29 | — | — | — | — |
| — | HONEYWELL INTL INC | $1.04万 | 0.02% | 46 | — | — | — | — |
| GLPI | GAMING & LEISURE P | $1.03万 | 0.02% | 233 | — | — | — | — |
| VIST | VISTA ENERGY S.A.B. DE C.V. | $1.03万 | 0.02% | 378 | — | — | — | — |
| CMCSA | COMCAST CORP NEW | $1.02万 | 0.02% | 357 | — | — | — | — |
| INTU | INTUIT | $9,945 | 0.02% | 23 | — | — | — | — |
| MMM | 3M CO | $9,585 | 0.02% | 66 | — | — | — | — |