VF

Verus Financial Partners, Inc.

趨勢追蹤型長期持有型

申報總市值

US$11.1億

申報季度: 2026-03-31 · 持股檔數: 121

Verus Financial Partners, Inc.在最新一期 13F 報告中揭露了 121 項持股，申報期為 2026-03-31，總持股市值約為 US$11.1億，季度換手率為 5.4%。

機構性格雪花圖

集中度
38.51
持倉穩定性
5.42
動能／逆勢
100
產業集中度
50.01
多樣化
100
倉位均衡度
67.23

近期動向

  • 減碼 AVLV

    -37.3%　-US$1099.7萬

  • 加碼 DFUV

    +25.7%　US$881.5萬

  • 加碼 BIV

    +12.1%　US$525.3萬

  • 減碼 AVSF

    +1.0%　US$15.6萬

  • 減碼 DVY

    -15.5%　-US$106.9萬

  • 加碼 BND

    +4.2%　US$426.6萬

持倉地圖

新建倉加碼不變減碼

前十大持股佔比

本季完整持股清單

#代號標的名稱資產子類別佔比佔比變動持倉量變化4Q Trend
1VTIVanguard Total Stock Mkt ETFETF-其他24.02%-0.02%+1.31%
2BNDVanguard Total Bond MarketETF-其他11.80%+0.09%+4.15%
3VXUSVanguard Total Intl StockETF-其他7.49%+0.02%-0.62%
4AVIGAvantis Core Fixed IncomeETF-其他5.73%+0.03%+3.88%
5AVSFAvantis Short-term Fixed INCETF-其他5.69%-0.13%+0.99%
6BIVVanguard Intermediate-term BETF-其他4.66%+0.36%+12.07%
7VEUVanguard Ftse All-world Ex-uETF-其他4.65%+0.02%-0.55%
8MGCVanguard Mega Cap ETFETF-其他4.64%-0.07%+0.08%
9DFIVDimensional International VaETF-其他4.20%+0.09%-0.58%
10DFUVDimensional US Marketwide VaETF-其他3.40%+0.72%+25.74%
11IVVIshares Core S&p 500 ETFETF-大型股與成長3.03%-0.03%+0.02%
12VBRVanguard Small-cap Value ETFETF-其他2.76%-0.09%-2.28%
13VVVanguard Large-cap ETFETF-其他2.04%-0.03%+0.12%
14AVLVAvantis US Large Cap ValueETF-大型股與成長1.95%-1.07%-37.32%
15VTIPVanguard Short-term TipsETF-其他1.28%+0.02%+2.53%
16IXUSIshares Core Intl Stock ETFETF-其他1.22%-0.01%-1.45%
17VTEBVanguard Tax-exempt Bond ETFETF-其他0.83%—+0.72%
18VOVanguard Mid-cap ETFETF-其他0.77%—-1.78%
19VCRMVanguard Core Tax-ex BondETF-其他0.66%+0.03%+8.68%
20DVYIshares Select Dividend ETFETF-其他0.63%-0.11%-15.47%
21DFNMDimensional National Muni BdETF-其他0.42%—+2.44%
22IJHIshares Core S&p Midcap ETFETF-其他0.37%—-1.53%
23PMPhilip Morris International股票-非循環性消費0.37%-0.05%-0.09%
24MOAltria Group INC股票-非循環性消費0.32%—-0.17%
25SPYSs Spdr S&p 500 ETF Trust-usETF-大型股與成長0.31%—+0.08%
26AAPLApple INC股票-科技0.30%—+0.88%
27VOOVanguard S&p 500 ETFETF-大型股與成長0.29%—+0.06%
28VTEIVanguard Int Tax-exempt BondETF-其他0.26%+0.26%NEW
29IAUIshares Gold TrustETF-避險與商品0.24%-0.02%—
30VTHRVanguard Russell 3000ETF-其他0.22%—-0.01%
31VTVanguard Tot World Stk ETFETF-其他0.22%—-0.03%
32HCAHca Healthcare INC股票-醫療保健0.21%——
33SCHDSchwab US Dvd Equity ETFETF-其他0.20%-0.04%-17.71%
34MSFTMicrosoft CORP股票-科技0.19%—+11.31%
35IWDIshares Russell 1000 Value EETF-其他0.19%—+0.01%
36DFCFDimensional Core Fixed INCETF-其他0.16%—-0.99%
37DDominion Energy INC股票-公用事業0.15%——
38XOMExxon Mobil CORP股票-能源0.14%+0.01%+0.03%
39VGSHVanguard Short-term TreasuryETF-政府公債0.14%-0.03%-12.59%
40IBMIntl Business Machines CORP股票-科技0.13%-0.03%—
41VUSBVanguard Ultra Short Bond EtETF-其他0.12%—+1.09%
42JNJJohnson & Johnson股票-醫療保健0.10%—+4.84%
43GOOGLAlphabet Inc-cl A股票-通訊服務0.10%+0.02%+23.83%
44AVIVAvantis Int Lrg Cap Val ETFETF-其他0.10%—+0.13%
45GWWWw Grainger INC股票-工業0.10%—-10.17%
46DFASDimensional US Small Cap ETFETF-中小型股0.10%—+0.23%
47IWFIshares Russell 1000 GrowthETF-其他0.09%——
48BRK-BBerkshire Hathaway Inc-cl B股票-其他0.09%—-1.72%
49VBILVanguard 0-3m T-bill ETFETF-其他0.09%—-9.42%
50JPMJpmorgan Chase & Co股票-金融0.08%—+3.84%
1–50 of 121

本季持股變動

Verus Financial Partners, Inc. 在 2026-03-31 最顯著的持倉異動： 新建倉: Vanguard Int Tax-exempt Bond (VTEI); 新建倉: Corning INC (GLW); 新建倉: Ciena CORP (CIEN); 新建倉: Howmet Aerospace INC (HWM); 清倉: Maximus INC (MMS).

Verus Financial Partners, Inc. 於截至 2026-03-31 該季申報之持倉異動，含代號、發行人、權重變化、股數變化與操作類型
#代號標的名稱佔比變動持倉量變化異動類型
1DFUVDimensional US Marketwide Va+0.7%+25.74%加碼
2BIVVanguard Intermediate-term B+0.4%+12.07%加碼
3BNDVanguard Total Bond Market+0.1%+4.15%加碼
4DFIVDimensional International Va+0.1%-0.58%減碼
5AVIGAvantis Core Fixed Income0%+3.88%加碼
6VCRMVanguard Core Tax-ex Bond0%+8.68%加碼
7NVDANvidia CORP0%+54.73%加碼
8AMZNAmazon.com INC0%+42.45%加碼
9VXUSVanguard Total Intl Stock0%-0.62%減碼
10VEUVanguard Ftse All-world Ex-u0%-0.55%減碼
11VTIPVanguard Short-term Tips0%+2.53%加碼
12GOOGLAlphabet Inc-cl A0%+23.83%加碼
13METAMeta Platforms Inc-class A0%+43.14%加碼
14AVGOBroadcom INC0%+28.29%加碼
15XOMExxon Mobil CORP0%+0.03%加碼
16GEVGE Vernova INC0%—不變
17VVisa Inc-class A Shares0%+64.41%加碼
18AAPLApple INC—+0.88%加碼
19JNJJohnson & Johnson—+4.84%加碼
20IXUSIshares Core Intl Stock ETF0%-1.45%減碼
21ELVElevance Health INC0%—不變
22FBTCFidelity Wise Origin Bitcoin0%—不變
23VTIVanguard Total Stock Mkt ETF0%+1.31%加碼
24QCOMQualcomm INC0%-11.01%減碼
25LOWLowe's Cos INC0%-5.23%減碼
26IAUIshares Gold Trust0%—不變
27PPLTAbrdn Physical Platinum Shrs0%—不變
28IVVIshares Core S&p 500 ETF0%+0.02%加碼
29IBMIntl Business Machines CORP0%—不變
30VVVanguard Large-cap ETF0%+0.12%加碼
31VGSHVanguard Short-term Treasury0%-12.59%減碼
32SCHDSchwab US Dvd Equity ETF0%-17.71%減碼
33PMPhilip Morris International-0.1%-0.09%減碼
34MGCVanguard Mega Cap ETF-0.1%+0.08%加碼
35VBRVanguard Small-cap Value ETF-0.1%-2.28%減碼
36DVYIshares Select Dividend ETF-0.1%-15.47%減碼
37AVSFAvantis Short-term Fixed INC-0.1%+0.99%加碼
38AVLVAvantis US Large Cap Value-1.1%-37.32%減碼
39VTEIVanguard Int Tax-exempt Bond—NEW新建倉
40GLWCorning INC—NEW新建倉
41CIENCiena CORP—NEW新建倉
42HWMHowmet Aerospace INC—NEW新建倉
43MMSMaximus INC—EXIT清倉
44MPCMarathon Petroleum CORP—NEW新建倉
45MUMicron Technology INC—NEW新建倉
46KMXCarmax INC—EXIT清倉
47CSXCsx CORP—NEW新建倉
48EMREmerson Electric Co—EXIT清倉
49YUMYum! Brands INC—NEW新建倉
50RKTRocket Cos Inc-class A—NEW新建倉

FAQ

Verus Financial Partners, Inc. 是什麼機構？屬於哪種投資人類型？
Verus Financial Partners, Inc. 是一家投資管理機構，每季依規定向 SEC 申報 Form 13F，揭露其在美國上市股票的持倉資訊。根據最新一期申報（2026-03-31），該機構追蹤的股票投資組合估值約為 US$11.1億，分佈在 121 個已申報部位之中。
Verus Financial Partners, Inc. 目前前幾大持股有哪些？
根據最新 13F 申報，Verus Financial Partners, Inc. 按市值排列的前幾大持股為： 1. Vanguard Total Stock Mkt ETF (VTI) — US$2.7億 (24.0%) 2. Vanguard Total Bond Market (BND) — US$1.3億 (11.8%) 3. Vanguard Total Intl Stock (VXUS) — US$8350.7萬 (7.5%) 4. Avantis Core Fixed Income (AVIG) — US$6385.0萬 (5.7%) 5. Avantis Short-term Fixed INC (AVSF) — US$6343.9萬 (5.7%)
Verus Financial Partners, Inc. 在最新一期 13F 申報中做了哪些操作？
在最新申報季度中，Verus Financial Partners, Inc. 共進行了 44 項顯著調整：新建倉 9 個部位、加碼 20 個既有持股、減碼 12 個部位，並完全清倉 3 個持股。 其中幅度最大的異動：新建倉: Vanguard Int Tax-exempt Bond (VTEI); 新建倉: Corning INC (GLW); 新建倉: Ciena CORP (CIEN); 新建倉: Howmet Aerospace INC (HWM); 清倉: Maximus INC (MMS)
Verus Financial Partners, Inc. 主要集中投資哪些產業板塊？
根據目前已申報的股票投資組合，Verus Financial Partners, Inc. 的主要板塊分佈如下： • Information Technology: 29.0% • Consumer Staples: 18.4% • Health Care: 11.7% • Financials: 11.5% • Communication Services: 8.3% • Consumer Discretionary: 7.5%