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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
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 150 项
建仓 18
增持 63
减持 65
清仓 4
方向
标的
Δ市值
现股数(环比)
增持
VTI
VANGUARD INDEX FDS
+$13.7M
68,024
+797%
增持
BSV
VANGUARD BD INDEX FDS
+$11.7M
158,974
+1890%
增持
SCHX
SCHWAB STRATEGIC TR
-$8.0M
1,990,433
+97%
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。
增持
VEA
VANGUARD TAX-MANAGED INTL FD
+$4.7M
127,038
+378%
减持
VOO
VANGUARD INDEX FDS
-$4.3M
155,546
-1%
增持
VB
VANGUARD INDEX FDS
+$3.9M
21,717
+627%
增持
SHM
SPDR SER TR
+$3.1M
65,293
+12753%
建仓
VUG
VANGUARD INDEX FDS
+$3.0M
10,318
增持
BIV
VANGUARD BD INDEX FDS
+$2.9M
37,116
+2771%
减持
XSOE
WISDOMTREE TR
-$2.8M
348,318
-10%
增持
BND
VANGUARD BD INDEX FDS
+$2.8M
35,230
+11762%
建仓
VTV
VANGUARD INDEX FDS
+$2.6M
17,792
增持
IWD
ISHARES TR
+$2.1M
15,963
+419%
减持
SPY
SPDR S&P 500 ETF TR
-$2.0M
70,246
-1%
建仓
AGG
ISHARES TR
+$1.9M
17,964
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$1.9M
52,747
+385%
增持
JPST
J P MORGAN EXCHANGE-TRADED F
+$1.8M
1,002,301
+4%
增持
SCHF
SCHWAB STRATEGIC TR
+$1.6M
45,519
+2350%
减持
IJR
ISHARES TR
-$1.5M
125,341
-5%
增持
IWF
ISHARES TR
+$1.4M
6,874
+281%
建仓
BRO
BROWN & BROWN INC
+$1.3M
18,480
减持
IVV
ISHARES TR
-$1.2M
40,607
-1%
增持
MLM
MARTIN MARIETTA MATLS INC
+$1.2M
3,259
+1571%
增持
GSST
GOLDMAN SACHS ETF TR
+$1.2M
37,153
+164%
建仓
SMB
VANECK ETF TRUST
+$1.1M
66,262
减持
HD
HOME DEPOT INC
-$1.1M
9,012
-2%
增持
IJH
ISHARES TR
-$1.0M
139,150
+3%
减持
MINT
PIMCO ETF TR
-$1.0M
243,072
-3%
增持
VBK
VANGUARD INDEX FDS
+$1.0M
4,181
+4999%
减持
AAPL
APPLE INC
-$1.0M
78,940
-5%
增持
MUB
ISHARES TR
+$950.0K
8,804
+6832%
建仓
MCO
MOODYS CORP
+$925.0K
2,742
减持
PFE
PFIZER INC
-$910.0K
29,508
-29%
减持
VO
VANGUARD INDEX FDS
-$872.0K
29,407
-5%
增持
YUM
YUM BRANDS INC
+$794.0K
9,810
+269%
减持
TREX
TREX CO INC
-$792.0K
7,902
-18%
减持
MSFT
MICROSOFT CORP
-$720.0K
18,068
-3%
增持
VBR
VANGUARD INDEX FDS
+$695.0K
4,561
+660%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$662.0K
9,227
+6%
增持
IWN
ISHARES TR
+$657.0K
4,378
+1359%
增持
SCHE
SCHWAB STRATEGIC TR
+$646.0K
24,046
+3189%
减持
DHR
DANAHER CORPORATION
-$641.0K
13,024
-4%
增持
AOR
ISHARES TR
+$632.0K
11,897
+6777%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$620.0K
768
-86%
减持
AMZN
AMAZON COM INC
-$617.0K
2,687
-4%
减持
META
META PLATFORMS INC
-$597.0K
5,150
-1%
减持
IWM
ISHARES TR
-$588.0K
13,480
-11%
减持
JPM
JPMORGAN CHASE & CO
-$586.0K
22,936
-2%
增持
JNK
SPDR SER TR
+$528.0K
5,355
+2618%
减持
NSC
NORFOLK SOUTHN CORP
-$523.0K
5,865
-20%
建仓
—
ARCH CAP GROUP LTD
+$516.0K
10,666
减持
MS
MORGAN STANLEY
-$516.0K
350
-94%
增持
VNQ
VANGUARD INDEX FDS
+$470.0K
5,075
+633%
减持
GE
GENERAL ELECTRIC CO
-$426.0K
1,846
-71%
减持
—
EXXON MOBIL CORP
-$411.0K
3,900
-67%
减持
GOOGL
ALPHABET INC
-$407.0K
1,923
-3%
增持
MA
MASTERCARD INCORPORATED
+$377.0K
2,282
+87%
减持
—
LABORATORY CORP AMER HLDGS
-$343.0K
6,018
-2%
减持
CSCO
CISCO SYS INC
-$319.0K
22,401
-9%
增持
WFC
WELLS FARGO CO NEW
+$316.0K
8,434
+333%
增持
PCY
INVESCO EXCH TRADED FD TR II
+$316.0K
14,836
+1981%
减持
AWK
AMERICAN WTR WKS CO INC NEW
-$315.0K
1,355
-53%
增持
JEPI
J P MORGAN EXCHANGE-TRADED F
+$313.0K
14,662
+58%
减持
INTC
INTEL CORP
-$302.0K
20,783
-20%
增持
ABBV
ABBVIE INC
+$290.0K
9,298
+3%
减持
VZ
VERIZON COMMUNICATIONS INC
-$290.0K
10,648
-33%
增持
FAST
FASTENAL CO
+$285.0K
4,899
+5057%
增持
YUMC
YUM CHINA HLDGS INC
+$273.0K
9,053
+338%
增持
USMV
ISHARES TR
+$269.0K
6,146
+139%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$267.0K
1,461
-69%
减持
CMCSA
COMCAST CORP NEW
-$262.0K
13,538
-24%
减持
—
EATON CORP PLC
-$251.0K
5,399
-13%
减持
DUK
DUKE ENERGY CORP NEW
-$244.0K
13,811
-19%
增持
STPZ
PIMCO ETF TR
+$244.0K
4,709
+1904%
建仓
VUSB
VANGUARD BD INDEX FDS
+$241.0K
4,874
减持
AMAT
APPLIED MATLS INC
-$222.0K
4,269
-14%
减持
—
ACCENTURE PLC IRELAND
-$221.0K
2,745
-1%
增持
DHI
D R HORTON INC
-$207.0K
6,881
+4%
减持
—
SANDY SPRING BANCORP INC
-$203.0K
29,581
-7%
增持
NEE
NEXTERA ENERGY INC
-$201.0K
28,677
+2%
建仓
SLYV
SPDR SER TR
+$195.0K
2,345
建仓
IWO
ISHARES TR
+$193.0K
753
增持
KMI
KINDER MORGAN INC DEL
+$192.0K
38,002
+14%
增持
NTRS
NORTHERN TR CORP
+$184.0K
1,662
+1855%
建仓
SPDW
SPDR INDEX SHS FDS
+$184.0K
5,363
增持
EMB
ISHARES TR
+$181.0K
1,863
+20600%
建仓
VTIP
VANGUARD MALVERN FDS
+$179.0K
3,500
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$177.0K
789
-18%
减持
QCOM
QUALCOMM INC
-$176.0K
375
-71%
建仓
SPSM
SPDR SER TR
+$175.0K
4,161
清仓
PCAR
PACCAR INC
-$170.0K
0
-100%
增持
FVCB
FVCBANKCORP INC
+$169.0K
14,281
+121%
减持
SQ
BLOCK INC
-$160.0K
382
-71%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$158.0K
14,382
+1%
增持
ABT
ABBOTT LABS
+$148.0K
5,778
+52%
减持
CMI
CUMMINS INC
-$147.0K
1,147
-35%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$146.0K
3,474
+297%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
-$145.0K
1,103
-3%
减持
PG
PROCTER AND GAMBLE CO
-$142.0K
7,598
-5%
增持
VIOO
VANGUARD ADMIRAL FDS INC
+$141.0K
1,348
+126%
减持
PEP
PEPSICO INC
-$137.0K
12,957
-2%
增持
CL
COLGATE PALMOLIVE CO
+$135.0K
4,239
+95%
减持
GIS
GENERAL MLS INC
-$134.0K
2,675
-43%
建仓
SPYV
SPDR SER TR
+$133.0K
3,179
建仓
AIZ
ASSURANT INC
+$131.0K
723
增持
PYPL
PAYPAL HLDGS INC
-$128.0K
1,795
+1%
增持
APD
AIR PRODS & CHEMS INC
+$128.0K
3,387
+43%
建仓
—
FERGUSON PLC NEW
+$127.0K
948
增持
AXP
AMERICAN EXPRESS CO
+$127.0K
4,611
+3%
减持
PM
PHILIP MORRIS INTL INC
-$126.0K
2,451
-35%
增持
PDBC
INVESCO ACTIVLY MANGD ETC FD
+$124.0K
7,095
+8659%
减持
ROK
ROCKWELL AUTOMATION INC
-$123.0K
1,573
-3%
增持
UNH
UNITEDHEALTH GROUP INC
+$122.0K
3,037
+7%
减持
CRM
SALESFORCE COM INC
-$122.0K
1,750
-10%
减持
—
CERNER CORP
-$120.0K
50
-96%
减持
TJX
TJX COS INC NEW
-$118.0K
6,610
-3%
增持
DGRO
ISHARES TR
+$116.0K
8,641
+39%
清仓
COP
CONOCOPHILLIPS
-$114.0K
0
-100%
减持
MMM
3M CO
-$111.0K
3,312
-3%
减持
TFC
TRUIST FINL CORP
-$111.0K
9,054
-15%
减持
PSN
PARSONS CORP DEL
-$109.0K
2,264
-61%
减持
CXSE
WISDOMTREE TR
-$108.0K
282
-88%
增持
BAX
BAXTER INTL INC
+$107.0K
1,649
+587%
增持
BNY
BANK NEW YORK MELLON CORP
+$105.0K
3,057
+279%
减持
QQQ
INVESCO QQQ TR
-$104.0K
373
-38%
增持
GM
GENERAL MTRS CO
-$102.0K
7,853
+3%
减持
WELL
WELLTOWER INC
-$98.0K
274
-81%
建仓
AOM
ISHARES TR
+$96.0K
2,227
增持
—
LINDE PLC
+$91.0K
631
+97%
增持
RWR
SPDR SER TR
+$91.0K
799
+3532%
减持
ROP
ROPER TECHNOLOGIES INC
-$89.0K
1,608
-7%
减持
MKC/V
MCCORMICK & CO INC
+$89.0K
20,261
-0%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
+$88.0K
6,752
-0%
增持
DGX
QUEST DIAGNOSTICS INC
-$83.0K
2,304
+0%
减持
ECL
ECOLAB INC
-$82.0K
1,303
-2%
增持
USB
US BANCORP DEL
+$77.0K
7,328
+32%
增持
DIS
DISNEY WALT CO
-$76.0K
5,618
+3%
减持
HON
HONEYWELL INTL INC
-$76.0K
2,981
-5%
减持
BAC
BK OF AMERICA CORP
-$75.0K
13,585
-5%
减持
FTV
FORTIVE CORP
-$75.0K
3,870
-5%
减持
SO
SOUTHERN CO
-$74.0K
1,415
-45%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$74.0K
736
+182%
建仓
ITM
VANECK ETF TRUST
+$74.0K
1,559
减持
—
DUPONT DE NEMOURS INC
-$73.0K
1,644
-31%
减持
MCHP
MICROCHIP TECHNOLOGY INC.
-$72.0K
4,922
-3%
清仓
GHY
PGIM GLOBAL HIGH YIELD FD FO
-$72.0K
0
-100%
清仓
BP
BP PLC
-$70.0K
0
-100%
增持
AVGO
BROADCOM INC
+$70.0K
1,455
+14%
减持
LLY
LILLY ELI & CO
-$70.0K
3,107
-11%
增持
BNL
BROADSTONE NET LEASE INC
-$69.0K
69,638
+9%
