13FBOX
Gratus Wealth Advisors, LLC · 13F 持仓分析
期权收益计算器 机构排行

Gratus Wealth Advisors, LLC

No.3225 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$7.86亿
环比变动 Q1 2026
+$9,418.5万+13.6%
持仓股票数
138
新买入
9
加仓
54
减仓
43
清仓
9
持股不变
32
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
IiShares安硕信托DGRO
11.99%12.36%$9,421.4万124.3万股$8,548.0万121.8万股+2.5万股+2.06%加仓
VVANGUARD MORNINGSTAR MEGA CAP GROWTH ETFMGK
9.15%8.64%$7,190.0万81.8万股$5,975.1万16.3万股+65.5万股+402.96%加仓
I景顺交易所交易基金信托XSMO
6.29%5.72%$4,938.4万52.7万股$3,955.0万52.0万股+7,187股+1.38%加仓
I景顺QQQ信托VOO
6.1%5.35%$4,791.1万6.5万股$3,700.5万6.4万股+947股+1.48%加仓
SSPDR行业精选信托XLK
4.79%3.84%$3,763.4万19.8万股$2,653.4万20.0万股-2,119股-1.06%减仓
IiShares安硕信托IBDR
4.71%5.25%$3,702.1万152.8万股$3,627.5万149.7万股+3.1万股+2.10%加仓
IiShares安硕信托IBDS
4.63%5.14%$3,636.5万150.1万股$3,551.5万146.5万股+3.6万股+2.48%加仓
IIshares Trust Ibonds Dec 2029 Term Corporate EtfIBDU
4.57%5.08%$3,591.0万155.1万股$3,510.1万150.9万股+4.1万股+2.74%加仓
IIshares Trust Ibonds Dec 2030 Term Corporate EtfIBDV
4.55%5.07%$3,578.1万164.1万股$3,502.0万160.0万股+4.2万股+2.59%加仓
IiShares安硕信托IBDT
4.53%5.03%$3,561.5万141.1万股$3,475.7万137.2万股+3.8万股+2.79%加仓
V先锋领航全球基金VGT
4.13%3.48%$3,244.8万27.1万股$2,405.7万3.4万股+23.7万股+687.37%加仓
I景顺·S&PIDMO
3.61%3.62%$2,836.2万47.0万股$2,505.2万45.7万股+1.4万股+2.98%加仓
V先锋领航·MIDVO
3.27%3.22%$2,565.4万31.8万股$2,223.5万7.7万股+24.1万股+311.25%加仓
F第一信托交易所交易基金FTCS
2.75%3.04%$2,156.9万23.0万股$2,102.4万22.7万股+3,009股+1.33%加仓
TTR ACTIVEBETA US LARGE CAP EQUITY ETFGSLC
2.34%2.31%$1,840.6万13.0万股$1,599.3万12.8万股+1,910股+1.49%加仓
FFIRST TRUST NASDAQ-100 SELECT EQUAL WEIGHT ETFQQEW
2.19%1.95%$1,720.9万10.8万股$1,351.6万10.6万股+1,379股+1.30%加仓
英伟达NVDA
1.45%1.49%$1,138.5万5.7万股$1,028.4万5.9万股-2,067股-3.51%减仓
AAlphabet Inc Class CGOOG
1.32%1.22%$1,037.2万2.9万股$844.9万2.9万股-96股-0.33%减仓
苹果AAPL
1.25%1.25%$979.5万3.4万股$861.3万3.4万股-88股-0.26%减仓
微软MSFT
0.77%0.86%$603.3万1.6万股$596.6万1.6万股+56股+0.35%加仓
SSPDR标普500 ETFSPY
0.74%0.74%$584.0万7,821股$508.6万7,821股00.00%持仓不变
台积电TSM
0.73%0.62%$574.4万1.2万股$429.3万1.3万股-674股-5.31%减仓
迈威尔MRVL
0.62%0.24%$490.4万1.6万股$167.4万1.7万股-439股-2.60%减仓
伯克希尔哈撒韦BRK.B
0.58%0.65%$457.1万9,134股$449.3万9,375股-241股-2.57%减仓
V先锋领航·SPECIALIZED FUNDSVIG
0.51%0.53%$400.3万1.7万股$363.8万1.7万股00.00%持仓不变
IiShares安硕信托IVV
0.44%0.45%$347.4万4,638股$312.8万4,788股-150股-3.13%减仓
QUANTA SVCSPWR
0.41%0.36%$324.5万4,506股$247.9万4,516股-10股-0.22%减仓
亚马逊AMZN
0.39%0.39%$308.8万1.3万股$269.7万1.3万股+7股+0.05%加仓
ANALOG DEVICES COMADI
0.35%0.32%$272.9万6,871股$219.7万6,906股-35股-0.51%减仓
MCKESSON COMMCK
0.33%0.44%$262.5万3,474股$300.8万3,476股-2股-0.06%减仓
道明尼能源D
0.32%0.33%$254.6万3.7万股$231.0万3.7万股-80股-0.21%减仓
BBANK OF AMERBAC
0.32%0.24%$249.3万4.4万股$167.7万3.4万股+9,347股+27.17%加仓
CencoraCOR
0.29%0.37%$227.4万8,034股$257.0万8,182股-148股-1.81%减仓
礼来LLY
0.28%0.24%$217.5万1,813股$166.8万1,814股-1股-0.06%减仓
Arista网络ANET
0.28%0.22%$216.5万1.3万股$152.9万1.2万股+291股+2.34%加仓
IIBMIBM
0.24%0.23%$188.1万6,688股$161.5万6,661股+27股+0.41%加仓
GE航空GE
0.22%0.19%$173.1万4,632股$131.4万4,632股00.00%持仓不变
艾伯维ABBV
0.21%0.2%$161.2万6,406股$139.8万6,427股-21股-0.33%减仓
甲骨文ORCL
0.2%0.22%$158.5万1.1万股$155.4万1.1万股+249股+2.36%加仓
CSX铁路CSX
0.2%0.2%$158.5万3.3万股$136.1万3.3万股+190股+0.57%加仓
高盛GS
0.19%0.18%$147.8万1,461股$124.1万1,467股-6股-0.41%减仓
HOWMET AEROSPACE COMHWM
0.18%0.18%$142.5万5,300股$126.9万5,507股-207股-3.76%减仓
宝洁PG
0.18%0.23%$140.8万9,603股$159.4万1.1万股-1,435股-13.00%减仓
美国运通AXP
0.17%0.17%$132.0万3,902股$116.8万3,860股+42股+1.09%加仓
好市多COST
0.17%0.2%$130.1万1,390股$137.9万1,384股+6股+0.43%加仓
万事达MA
0.16%0.18%$127.1万2,474股$122.5万2,452股+22股+0.90%加仓
谷歌AGOOGL
0.16%0.15%$122.2万3,419股$100.8万3,507股-88股-2.51%减仓
德州仪器TXN
0.15%0.11%$121.1万4,063股$78.3万4,031股+32股+0.79%加仓
黑石集团BX
0.15%0.17%$120.4万1.0万股$116.1万1.0万股+129股+1.28%加仓
HCA医疗HCA
0.15%0.21%$120.1万3,081股$145.8万3,081股00.00%持仓不变

🧭 机构资金流板块热力图

净流出 净流入