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Gratus Wealth Advisors, LLC

分散型投资策略趋势追踪型高品质投资策略

申报总市值

US$6.9亿

申报季度: 2026-03-31 · 持股只数: 138

Gratus Wealth Advisors, LLC在最新一期 13F 报告中披露了 138 项持股，申报期为 2026-03-31，总持股市值约为 US$6.9亿，季度换手率为 20.5%。

机构性格雪花图

集中度
19.94
持仓稳定性
20.45
动能／逆势
100
行业集中度
54.72
多样化
100
仓位均衡度
75.66

近期动向

  • 减仓 QQEW

    -60.7%　-US$2501.2万

  • 减仓 XLV

    -91.2%　-US$1227.0万

  • 加仓 VO

    +94.2%　US$1066.3万

  • 减仓 MGK

    -2.6%　-US$916.0万

  • 减仓 FTCS

    -26.3%　-US$742.3万

  • 加仓 XSMO

    +6.0%　US$420.1万

持仓地图

新建仓加仓不变减仓

前十大持股占比

本季完整持股清单

#代码标的名称资产子类别占比占比变动持仓量变化4Q Trend
1DGROIshares Core Dividend GrowthETF-其他12.36%+0.28%-2.94%
2MGKVanguard Mega Cap Growth ETFETF-其他8.64%-0.91%-2.60%
3XSMOInvesco S&p Smallcap MomentuETF-其他5.72%+0.82%+5.98%
4QQQInvesco Qqq Trust Series 1ETF-科技型5.35%-0.46%-6.07%
5IBDRIshares Ibonds Dec 2026 TermETF-其他5.25%+0.42%+4.17%
6IBDSIshrs Ibnds Dec 27 CORP ETFETF-其他5.14%+0.42%+4.50%
7IBDUIshares Ibonds Dec 2029 TermETF-其他5.08%+0.47%+6.20%
8IBDVIshares Ibonds Dec 2030 CORPETF-其他5.07%+0.53%+7.88%
9IBDTIshares Ibonds Dec 2028 ETFETF-其他5.03%+0.44%+5.44%
10XLKSs Technology Select SectorETF-科技型3.84%-0.37%-5.43%
11IDMOInvesco S&p International DeETF-其他3.62%+3.62%NEW
12VGTVanguard Info Tech ETFETF-科技型3.48%-0.42%-7.59%
13VOVanguard Mid-cap ETFETF-其他3.22%+1.62%+94.19%
14FTCSFirst Trust Capital StrengthETF-其他3.04%-0.90%-26.29%
15GSLCGoldman Activebeta US Lc ETFETF-避险与商品2.31%-0.30%-10.18%
16QQEWFirst Tr Nasdaq-100 Sel EqETF-科技型1.95%-3.39%-60.73%
17NVDANvidia CORP股票-科技1.49%-0.08%-2.89%
18AAPLApple INC股票-科技1.25%-0.09%-4.24%
19GOOGAlphabet Inc-cl C股票-通信服务1.22%-0.13%-5.25%
20MSFTMicrosoft CORP股票-科技0.86%-0.15%+6.63%
21SPYSs Spdr S&p 500 ETF Trust-usETF-大型股与成长0.74%-0.38%-34.21%
22BRK-BBerkshire Hathaway Inc-cl B股票-其他0.65%——
23TSMTaiwan Semiconductor-sp Adr股票-科技0.62%+0.06%-5.03%
24VIGVanguard Dividend Apprec ETFETF-其他0.53%——
25IVVIshares Core S&p 500 ETFETF-大型股与成长0.45%—+0.25%
26MCKMckesson CORP股票-医疗保健0.44%——
27AMZNAmazon.com INC股票-周期性消费0.39%-0.04%-3.80%
28CORCencora INC股票-医疗保健0.37%-0.03%-5.37%
29PWRQuanta Services INC股票-工业0.36%+0.06%-12.90%
30DDominion Energy INC股票-公用事业0.33%—+0.15%
31ADIAnalog Devices INC股票-科技0.32%+0.06%-1.20%
32BACBank Of America CORP股票-金融0.24%—+16.79%
33MRVLMarvell Technology INC股票-科技0.24%+0.05%+2.57%
34LLYEli Lilly & Co股票-医疗保健0.24%-0.03%+0.78%
35IBMIntl Business Machines CORP股票-科技0.23%—+9.32%
36PGProcter & Gamble Co/the股票-非周期性消费0.23%-0.05%-20.43%
37ORCLOracle CORP股票-科技0.22%—+28.67%
38ANETArista Networks INC股票-科技0.22%—+8.80%
39NFLXNetflix INC股票-通信服务0.22%—+3.64%
40TMUST-mobile US INC股票-通信服务0.21%—+1.00%
41HCAHca Healthcare INC股票-医疗保健0.21%——
42ABBVAbbvie INC股票-医疗保健0.20%—+6.69%
43COSTCostco Wholesale CORP股票-非周期性消费0.20%—-5.08%
44CSXCsx CORP股票-工业0.20%—-3.07%
45GEGeneral Electric股票-工业0.19%——
46GLDSpdr Gold SharesETF-避险与商品0.19%——
47HWMHowmet Aerospace INC股票-工业0.18%—+0.36%
48LOWLowe's Cos INC股票-周期性消费0.18%—-8.65%
49GSGoldman Sachs Group INC股票-金融0.18%—-6.02%
50MAMastercard INC - A股票-金融0.18%—-2.93%
1–50 of 138

本季持股变动

Gratus Wealth Advisors, LLC 在 2026-03-31 最显著的持仓异动： 新建仓: Invesco S&p International De (IDMO); 新建仓: Restaurant Brands Intern (QSR); 新建仓: AstraZeneca PLC (AZN); 清仓: Astrazeneca Plc-spons Adr (AZNN); 新建仓: Citigroup INC (C).

Gratus Wealth Advisors, LLC 于截至 2026-03-31 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#代码标的名称占比变动持仓量变化异动类型
1VOVanguard Mid-cap ETF+1.6%+94.19%加仓
2XSMOInvesco S&p Smallcap Momentu+0.8%+5.98%加仓
3IBDVIshares Ibonds Dec 2030 CORP+0.5%+7.88%加仓
4IBDUIshares Ibonds Dec 2029 Term+0.5%+6.20%加仓
5IBDTIshares Ibonds Dec 2028 ETF+0.4%+5.44%加仓
6IBDSIshrs Ibnds Dec 27 CORP ETF+0.4%+4.50%加仓
7IBDRIshares Ibonds Dec 2026 Term+0.4%+4.17%加仓
8DGROIshares Core Dividend Growth+0.3%-2.94%减仓
9XOMExxon Mobil CORP+0.1%+2.78%加仓
10ADIAnalog Devices INC+0.1%-1.20%减仓
11PWRQuanta Services INC+0.1%-12.90%减仓
12TSMTaiwan Semiconductor-sp Adr+0.1%-5.03%减仓
13MRVLMarvell Technology INC+0.1%+2.57%加仓
14BRK-BBerkshire Hathaway Inc-cl B——不变
15CORCencora INC0%-5.37%减仓
16AXPAmerican Express Co0%-0.46%减仓
17LLYEli Lilly & Co0%+0.78%加仓
18AMZNAmazon.com INC0%-3.80%减仓
19COFCapital One Financial CORP0%—不变
20JJacobs Solutions INC0%-36.11%减仓
21INTUIntuit INC0%-2.52%减仓
22PGProcter & Gamble Co/the-0.1%-20.43%减仓
23CMGChipotle Mexican Grill INC-0.1%-43.78%减仓
24FISFidelity National Info Serv-0.1%-42.01%减仓
25NVDANvidia CORP-0.1%-2.89%减仓
26AAPLApple INC-0.1%-4.24%减仓
27GOOGAlphabet Inc-cl C-0.1%-5.25%减仓
28MSFTMicrosoft CORP-0.2%+6.63%加仓
29GSLCGoldman Activebeta US Lc ETF-0.3%-10.18%减仓
30XLKSs Technology Select Sector-0.4%-5.43%减仓
31SPYSs Spdr S&p 500 ETF Trust-us-0.4%-34.21%减仓
32VGTVanguard Info Tech ETF-0.4%-7.59%减仓
33QQQInvesco Qqq Trust Series 1-0.5%-6.07%减仓
34FTCSFirst Trust Capital Strength-0.9%-26.29%减仓
35MGKVanguard Mega Cap Growth ETF-0.9%-2.60%减仓
36XLVSs Health Care Select Sector-1.7%-91.23%减仓
37QQEWFirst Tr Nasdaq-100 Sel Eq-3.4%-60.73%减仓
38IDMOInvesco S&p International De—NEW新建仓
39QSRRestaurant Brands Intern—NEW新建仓
40AZNAstraZeneca PLC—NEW新建仓
41AZNNAstrazeneca Plc-spons Adr—EXIT清仓
42CCitigroup INC—NEW新建仓
43VBVanguard Small-cap ETF—EXIT清仓
44KMIKinder Morgan INC—NEW新建仓
45GEVGE Vernova INC—NEW新建仓
46PPLPpl CORP—NEW新建仓
47LHXL3harris Technologies INC—NEW新建仓
48VZVerizon Communications INC—NEW新建仓
49GLWCorning INC—NEW新建仓
50VRSKVerisk Analytics INC—EXIT清仓

FAQ

Gratus Wealth Advisors, LLC 是什么机构？属于哪种投资人类型？
Gratus Wealth Advisors, LLC 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-03-31），该机构追踪的股票投资组合估值约为 US$6.9亿，分布在 138 个已申报仓位之中。
Gratus Wealth Advisors, LLC 目前前几大持股有哪些？
根据最新 13F 申报，Gratus Wealth Advisors, LLC 按市值排列的前几大持股为： 1. Ishares Core Dividend Growth (DGRO) — US$8548.0万 (12.4%) 2. Vanguard Mega Cap Growth ETF (MGK) — US$5975.1万 (8.6%) 3. Invesco S&p Smallcap Momentu (XSMO) — US$3955.0万 (5.7%) 4. Invesco Qqq Trust Series 1 (QQQ) — US$3700.5万 (5.3%) 5. Ishares Ibonds Dec 2026 Term (IBDR) — US$3627.5万 (5.3%)
Gratus Wealth Advisors, LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Gratus Wealth Advisors, LLC 共进行了 48 项显著调整：新建仓 10 个仓位、加仓 11 个既有持股、减仓 24 个仓位，并完全清仓 3 个持股。 其中幅度最大的异动：新建仓: Invesco S&p International De (IDMO); 新建仓: Restaurant Brands Intern (QSR); 新建仓: AstraZeneca PLC (AZN); 清仓: Astrazeneca Plc-spons Adr (AZNN); 新建仓: Citigroup INC (C)
Gratus Wealth Advisors, LLC 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，Gratus Wealth Advisors, LLC 的主要板块分布如下： • Information Technology: 34.1% • Financials: 14.3% • Health Care: 12.7% • Communication Services: 11.0% • Industrials: 8.9% • Consumer Discretionary: 6.6%