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EVERMAY WEALTH MANAGEMENT LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
EVERMAY WEALTH MANAGEMENT LLC
报告期 2026-03-31 · CIK 0001066816
持仓数
594
前50大市值合计
$789.8M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 150 项
建仓 10
增持 42
减持 89
清仓 9
方向
标的
Δ市值
现股数(环比)
减持
SCHX
SCHWAB STRATEGIC TR
+$7.3M
1,012,230
-2%
增持
IJH
ISHARES TR
+$4.2M
135,573
+7%
减持
VOO
VANGUARD INDEX FDS
+$3.0M
157,872
-6%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
减持
SPY
SPDR S&P 500 ETF TR
+$2.9M
71,009
-2%
减持
XSOE
WISDOMTREE TR
-$2.6M
385,256
-3%
增持
MINT
PIMCO ETF TR
+$2.4M
249,757
+11%
增持
MSFT
MICROSOFT CORP
+$2.1M
18,706
+21%
减持
VO
VANGUARD INDEX FDS
-$1.8M
30,873
-24%
减持
AAPL
APPLE INC
+$1.7M
83,296
-13%
增持
IJR
ISHARES TR
+$1.5M
131,583
+10%
减持
CXSE
WISDOMTREE TR
-$1.2M
2,394
-87%
减持
HD
HOME DEPOT INC
+$880.0K
9,193
-0%
减持
GOOGL
ALPHABET INC
+$753.0K
1,987
-3%
增持
SCHW
SCHWAB CHARLES CORP
+$735.0K
13,423
+148%
减持
VZ
VERIZON COMMUNICATIONS INC
-$726.0K
16,012
-42%
增持
VTI
VANGUARD INDEX FDS
+$718.0K
7,585
+52%
减持
AXP
AMERICAN EXPRESS CO
-$684.0K
4,491
-48%
清仓
—
GENERAL ELECTRIC CO
-$683.0K
0
-100%
减持
MMM
3M CO
-$677.0K
3,401
-47%
减持
TGT
TARGET CORP
-$671.0K
2,314
-54%
减持
SCHA
SCHWAB STRATEGIC TR
-$619.0K
5,855
-50%
增持
NEE
NEXTERA ENERGY INC
+$605.0K
28,167
+2%
增持
IEMG
ISHARES INC
+$600.0K
10,997
+1176%
建仓
GE
GENERAL ELECTRIC CO
+$595.0K
6,299
增持
GSST
GOLDMAN SACHS ETF TR
+$591.0K
14,060
+498%
减持
DHR
DANAHER CORPORATION
+$513.0K
13,559
-8%
减持
—
EXXON MOBIL CORP
-$460.0K
11,972
-37%
减持
UNP
UNION PAC CORP
-$454.0K
3,067
-45%
减持
WMT
WALMART INC
-$441.0K
2,020
-61%
减持
AMZN
AMAZON COM INC
-$432.0K
2,812
-1%
减持
ZTS
ZOETIS INC
-$424.0K
200
-92%
减持
COST
COSTCO WHSL CORP NEW
+$399.0K
2,413
-2%
减持
FDX
FEDEX CORP
-$364.0K
665
-63%
减持
MRK
MERCK & CO INC
-$358.0K
16,689
-21%
增持
VEA
VANGUARD TAX-MANAGED INTL FD
+$352.0K
26,564
+36%
增持
BSV
VANGUARD BD INDEX FDS
+$350.0K
7,989
+122%
增持
BNL
BROADSTONE NET LEASE INC
+$339.0K
63,913
+20%
增持
ROK
ROCKWELL AUTOMATION INC
+$334.0K
1,615
+102%
减持
AMP
AMERIPRISE FINL INC
-$332.0K
66
-95%
清仓
FIS
FIDELITY NATL INFORMATION SV
-$321.0K
0
-100%
减持
IWM
ISHARES TR
-$310.0K
15,080
-6%
减持
GOOG
ALPHABET INC
-$299.0K
382
-32%
增持
AVGO
BROADCOM INC
+$294.0K
1,272
+10%
减持
—
ACCENTURE PLC IRELAND
+$286.0K
2,766
-5%
减持
IVV
ISHARES TR
-$271.0K
41,142
-11%
增持
MCD
MCDONALDS CORP
+$270.0K
7,073
+0%
减持
HPQ
HP INC
-$270.0K
698
-93%
建仓
VAW
VANGUARD WORLD FDS
+$266.0K
1,350
增持
JEPI
J P MORGAN EXCHANGE-TRADED F
+$264.0K
9,284
+74%
增持
ABBV
ABBVIE INC
+$262.0K
8,989
+6%
减持
JPST
J P MORGAN EXCHANGE-TRADED F
-$258.0K
962,012
-0%
减持
NVO
NOVO-NORDISK A S
-$257.0K
125
-96%
减持
CSCO
CISCO SYS INC
+$247.0K
24,740
-1%
增持
DGRO
ISHARES TR
+$244.0K
6,224
+208%
减持
PFE
PFIZER INC
+$240.0K
41,293
-26%
减持
PM
PHILIP MORRIS INTL INC
-$239.0K
3,751
-38%
减持
TRV
TRAVELERS COMPANIES INC
-$237.0K
2,215
-43%
减持
JNJ
JOHNSON & JOHNSON
-$234.0K
9,450
-16%
增持
—
JACOBS ENGR GROUP INC
+$231.0K
2,237
+273%
减持
V
VISA INC
-$228.0K
11,822
-1%
减持
KMI
KINDER MORGAN INC DEL
-$227.0K
33,242
-20%
减持
—
LABORATORY CORP AMER HLDGS
+$222.0K
6,143
-1%
清仓
RPM
RPM INTL INC
-$222.0K
0
-100%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$220.0K
3,282
+11%
减持
PEP
PEPSICO INC
+$216.0K
13,276
-6%
增持
VB
VANGUARD INDEX FDS
+$210.0K
2,989
+45%
减持
SWK
STANLEY BLACK & DECKER INC
-$207.0K
126
-89%
减持
FISV
FISERV INC
-$198.0K
2,416
-42%
建仓
PSN
PARSONS CORP DEL
+$197.0K
5,864
清仓
TY
TRI CONTL CORP
-$191.0K
0
-100%
减持
APD
AIR PRODS & CHEMS INC
-$185.0K
2,362
-25%
减持
ZBH
ZIMMER BIOMET HOLDINGS INC
-$182.0K
1,788
-30%
增持
NFLX
NETFLIX INC
+$164.0K
330
+393%
减持
DIS
DISNEY WALT CO
-$162.0K
5,469
-5%
增持
PYPL
PAYPAL HLDGS INC
-$157.0K
1,781
+5%
增持
—
SANDY SPRING BANCORP INC
+$150.0K
31,869
+2%
增持
ORCL
ORACLE CORP
+$139.0K
5,585
+25%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$138.0K
5,386
-8%
减持
MKC/V
MCCORMICK & CO INC
+$134.0K
20,304
-1%
减持
NSC
NORFOLK SOUTHN CORP
-$134.0K
7,375
-16%
减持
CRM
SALESFORCE COM INC
-$133.0K
1,945
-24%
增持
SQ
BLOCK INC
+$130.0K
1,312
+289%
减持
T
AT&T INC
-$127.0K
5,144
-42%
减持
—
MEDTRONIC PLC
-$126.0K
5,203
-3%
减持
EPD
ENTERPRISE PRODS PARTNERS L
-$126.0K
15,825
-19%
减持
LLY
LILLY ELI & CO
+$124.0K
3,475
-5%
清仓
ALGN
ALIGN TECHNOLOGY INC
-$122.0K
0
-100%
减持
BABA
ALIBABA GROUP HLDG LTD
-$121.0K
1,029
-4%
增持
TSLA
TESLA INC
+$121.0K
153
+151%
增持
CMCSA
COMCAST CORP NEW
-$118.0K
17,793
+0%
减持
JPM
JPMORGAN CHASE & CO
-$117.0K
23,447
-5%
建仓
BIV
VANGUARD BD INDEX FDS
+$113.0K
1,293
增持
SBUX
STARBUCKS CORP
+$111.0K
3,832
+27%
减持
CAT
CATERPILLAR INC
-$110.0K
1,935
-17%
减持
TREX
TREX CO INC
+$110.0K
9,687
-17%
减持
CLX
CLOROX CO DEL
-$110.0K
740
-44%
减持
—
EATON CORP PLC
+$109.0K
6,194
-5%
增持
—
VERB TECHNOLOGY CO INC
+$108.0K
260,561
+148%
增持
SCHB
SCHWAB STRATEGIC TR
+$105.0K
9,817
+2%
增持
ILMN
ILLUMINA INC
+$100.0K
331
+502%
减持
PG
PROCTER AND GAMBLE CO
-$99.0K
7,963
-23%
清仓
AEP
AMERICAN ELEC PWR CO INC
-$99.0K
0
-100%
减持
MDLZ
MONDELEZ INTL INC
-$98.0K
5,882
-25%
减持
ELV
ANTHEM INC
+$98.0K
1,435
-3%
减持
META
META PLATFORMS INC
-$96.0K
5,180
-2%
减持
BAX
BAXTER INTL INC
-$95.0K
240
-83%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$94.0K
6,756
+18%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$92.0K
3,641
+6%
减持
WFC
WELLS FARGO CO NEW
-$91.0K
1,947
-52%
增持
MAS
MASCO CORP
+$91.0K
1,887
+162%
清仓
HSIC
HENRY SCHEIN INC
-$89.0K
0
-100%
增持
—
LAM RESEARCH CORP
+$86.0K
214
+104%
减持
ABT
ABBOTT LABS
+$86.0K
3,807
-2%
增持
MAR
MARRIOTT INTL INC NEW
+$85.0K
2,843
+1%
减持
LOW
LOWES COS INC
+$85.0K
1,554
-5%
减持
QCOM
QUALCOMM INC
-$84.0K
1,275
-42%
减持
GIS
GENERAL MLS INC
-$82.0K
4,675
-28%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
-$80.0K
1,143
-8%
建仓
CNQ
CANADIAN NAT RES LTD
+$76.0K
1,800
增持
ITW
ILLINOIS TOOL WKS INC
+$76.0K
360
+500%
减持
DLR
DIGITAL RLTY TR INC
-$75.0K
645
-49%
增持
TJX
TJX COS INC NEW
+$75.0K
6,820
+4%
减持
AMGN
AMGEN INC
-$75.0K
1,822
-8%
减持
DOW
DOW INC
-$75.0K
2,523
-27%
建仓
PSA
PUBLIC STORAGE
+$75.0K
200
减持
—
MAGELLAN MIDSTREAM PRTNRS LP
-$75.0K
5,912
-17%
清仓
AB
ALLIANCEBERNSTEIN HLDG L P
-$74.0K
0
-100%
减持
BA
BOEING CO
-$72.0K
1,316
-6%
减持
DHI
D R HORTON INC
-$71.0K
6,636
-24%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$71.0K
14,309
-1%
减持
SCHM
SCHWAB STRATEGIC TR
-$70.0K
2,531
-28%
减持
DGX
QUEST DIAGNOSTICS INC
+$69.0K
2,303
-8%
清仓
IPGP
IPG PHOTONICS CORP
-$68.0K
0
-100%
减持
TMO
THERMO FISHER SCIENTIFIC INC
+$68.0K
963
-16%
减持
LDOS
LEIDOS HOLDINGS INC
-$67.0K
2,100
-16%
减持
CVS
CVS HEALTH CORP
-$67.0K
2,210
-37%
增持
YUM
YUM BRANDS INC
+$65.0K
2,655
+0%
建仓
RBLX
ROBLOX CORP
+$64.0K
621
减持
RODM
LATTICE STRATEGIES TR
-$64.0K
21,183
-7%
增持
VNQ
VANGUARD INDEX FDS
+$63.0K
692
+307%
减持
COIN
COINBASE GLOBAL INC
-$63.0K
1
-100%
减持
ROP
ROPER TECHNOLOGIES INC
-$62.0K
1,723
-11%
增持
MCHP
MICROCHIP TECHNOLOGY INC.
+$62.0K
5,082
+100%
减持
MO
ALTRIA GROUP INC
-$62.0K
4,267
-23%
建仓
IDEV
ISHARES TR
+$61.0K
904
减持
BX
BLACKSTONE INC
+$60.0K
2,000
-2%
建仓
GLW
CORNING INC
+$58.0K
1,550
减持
—
PIONEER NAT RES CO
-$57.0K
83
-81%
减持
BALL
BALL CORP
+$56.0K
4,139
-2%
建仓
EPAM
EPAM SYS INC
+$55.0K
82
