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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
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 150 项
建仓 5
增持 40
减持 100
清仓 5
方向
标的
Δ市值
现股数(环比)
减持
SCHX
SCHWAB STRATEGIC TR
-$19.4M
1,965,151
-1%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$11.0M
1,225,057
+22%
增持
VOO
VANGUARD INDEX FDS
-$9.7M
157,526
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。
+1%
建仓
JMSB
JOHN MARSHALL BANCORP INC
+$7.1M
317,087
增持
MINT
PIMCO ETF TR
+$5.2M
298,400
+23%
减持
SPY
SPDR S&P 500 ETF TR
-$5.2M
70,020
-0%
减持
XSOE
WISDOMTREE TR
-$4.9M
226,005
-35%
增持
IJH
ISHARES TR
-$4.5M
145,111
+4%
减持
BSV
VANGUARD BD INDEX FDS
-$3.5M
115,521
-27%
减持
AAPL
APPLE INC
-$3.4M
75,803
-4%
减持
VTI
VANGUARD INDEX FDS
-$3.4M
64,170
-6%
减持
IVV
ISHARES TR
-$3.2M
40,266
-1%
减持
VEA
VANGUARD TAX-MANAGED INTL FD
-$3.1M
74,311
-42%
增持
AMZN
AMAZON COM INC
-$3.0M
54,620
+1933%
减持
VB
VANGUARD INDEX FDS
-$3.0M
9,412
-57%
减持
BIV
VANGUARD BD INDEX FDS
-$2.9M
1,449
-96%
减持
BND
VANGUARD BD INDEX FDS
-$2.7M
1,351
-96%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$2.1M
53,287
+263%
减持
SHM
SPDR SER TR
-$2.0M
22,027
-66%
清仓
MKC/V
MCCORMICK & CO INC
-$2.0M
0
-100%
减持
AGG
ISHARES TR
-$1.9M
37
-100%
增持
IJR
ISHARES TR
-$1.6M
129,228
+3%
减持
—
SANDY SPRING BANCORP INC
-$1.3M
697
-98%
增持
IEMG
ISHARES INC
+$1.2M
37,280
+214%
减持
MSFT
MICROSOFT CORP
-$1.1M
17,399
-4%
增持
GOOGL
ALPHABET INC
-$1.1M
1,967
+2%
减持
VUG
VANGUARD INDEX FDS
-$1.0M
8,649
-16%
减持
VTV
VANGUARD INDEX FDS
-$901.0K
13,101
-26%
减持
IWF
ISHARES TR
-$822.0K
4,965
-28%
增持
VO
VANGUARD INDEX FDS
-$794.0K
31,476
+7%
减持
MUB
ISHARES TR
-$743.0K
2,083
-76%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$734.0K
9,238
+0%
减持
SMB
VANECK ETF TRUST
-$722.0K
24,044
-64%
减持
AOR
ISHARES TR
-$617.0K
514
-96%
减持
JPM
JPMORGAN CHASE & CO
-$564.0K
22,761
-1%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$549.0K
45,237
-14%
增持
SPSM
SPDR SER TR
+$536.0K
19,757
+375%
减持
JNK
SPDR SER TR
-$534.0K
160
-97%
增持
DHR
DANAHER CORPORATION
-$514.0K
13,027
+0%
增持
—
EXXON MOBIL CORP
+$503.0K
9,638
+147%
减持
IWM
ISHARES TR
-$492.0K
13,435
-0%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$491.0K
12,067
+79%
减持
D
DOMINION ENERGY INC
-$433.0K
3,909
-55%
减持
VNQ
VANGUARD INDEX FDS
-$428.0K
1,338
-74%
减持
NSC
NORFOLK SOUTHN CORP
-$412.0K
5,549
-5%
减持
META
META PLATFORMS INC
-$382.0K
4,730
-8%
增持
LHX
L3HARRIS TECHNOLOGIES INC
+$380.0K
2,799
+134%
减持
HD
HOME DEPOT INC
-$368.0K
8,495
-6%
减持
IWD
ISHARES TR
-$362.0K
15,783
-1%
减持
INTC
INTEL CORP
-$362.0K
17,859
-14%
减持
UNP
UNION PAC CORP
-$356.0K
2,265
-26%
减持
VBK
VANGUARD INDEX FDS
-$346.0K
3,509
-16%
减持
SBUX
STARBUCKS CORP
-$337.0K
572
-86%
减持
PCY
INVESCO EXCH TRADED FD TR II
-$333.0K
83
-99%
减持
V
VISA INC
-$330.0K
11,032
-2%
减持
CSCO
CISCO SYS INC
-$321.0K
21,758
-3%
减持
VLO
VALERO ENERGY CORP
-$302.0K
1,220
-71%
减持
SCHW
SCHWAB CHARLES CORP
-$288.0K
12,940
-1%
减持
NEE
NEXTERA ENERGY INC
-$285.0K
27,677
-3%
增持
NOC
NORTHROP GRUMMAN CORP
+$275.0K
2,225
+26%
减持
AXP
AMERICAN EXPRESS CO
-$269.0K
4,261
-8%
减持
SCHF
SCHWAB STRATEGIC TR
-$268.0K
44,613
-2%
减持
GM
GENERAL MTRS CO
-$266.0K
2,425
-69%
减持
IWN
ISHARES TR
-$265.0K
3,246
-26%
减持
AKAM
AKAMAI TECHNOLOGIES INC
-$265.0K
1,035
-66%
减持
DIS
DISNEY WALT CO
-$260.0K
5,411
-4%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$257.0K
2,777
+277%
增持
LLY
LILLY ELI & CO
+$257.0K
3,537
+14%
清仓
—
VERB TECHNOLOGY CO INC
-$247.0K
0
-100%
减持
ROP
ROPER TECHNOLOGIES INC
-$240.0K
1,314
-18%
减持
VUSB
VANGUARD BD INDEX FDS
-$237.0K
76
-98%
增持
SCHM
SCHWAB STRATEGIC TR
+$233.0K
6,776
+168%
减持
STPZ
PIMCO ETF TR
-$229.0K
545
-88%
减持
VBR
VANGUARD INDEX FDS
-$224.0K
3,855
-15%
增持
COST
COSTCO WHSL CORP NEW
-$217.0K
2,441
+1%
增持
GD
GENERAL DYNAMICS CORP
+$209.0K
2,179
+90%
减持
ABT
ABBOTT LABS
-$206.0K
4,399
-24%
增持
AVGO
BROADCOM INC
-$204.0K
1,466
+1%
增持
MRK
MERCK & CO INC
+$198.0K
15,962
+3%
减持
IGSB
ISHARES TR
-$196.0K
3,342
-53%
减持
USB
US BANCORP DEL
-$194.0K
4,198
-43%
减持
NTRS
NORTHERN TR CORP
-$186.0K
85
-95%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
-$183.0K
3,725
-8%
减持
—
ACCENTURE PLC IRELAND
-$181.0K
2,683
-2%
减持
DUK
DUKE ENERGY CORP NEW
-$177.0K
12,734
-8%
减持
EMB
ISHARES TR
-$174.0K
92
-95%
增持
SCHB
SCHWAB STRATEGIC TR
-$174.0K
19,774
+1%
减持
—
EATON CORP PLC
-$169.0K
5,158
-4%
减持
BAC
BK OF AMERICA CORP
-$155.0K
13,015
-4%
减持
FISV
FISERV INC
-$152.0K
800
-64%
减持
FDX
FEDEX CORP
-$152.0K
102
-87%
增持
TGT
TARGET CORP
-$151.0K
2,419
+4%
减持
SYK
STRYKER CORPORATION
-$150.0K
2,056
-2%
增持
PEP
PEPSICO INC
+$146.0K
13,891
+7%
减持
VYM
VANGUARD WHITEHALL FDS
-$139.0K
1,960
-35%
减持
TREX
TREX CO INC
-$131.0K
7,077
-10%
减持
—
MEDTRONIC PLC
-$131.0K
5,154
-4%
增持
—
LABORATORY CORP AMER HLDGS
-$130.0K
6,215
+3%
减持
SCHE
SCHWAB STRATEGIC TR
-$129.0K
21,232
-12%
清仓
—
FERGUSON PLC NEW
-$127.0K
0
-100%
减持
VXF
VANGUARD INDEX FDS
-$126.0K
2,928
-5%
减持
VTIP
VANGUARD MALVERN FDS
-$123.0K
1,123
-68%
增持
CVX
CHEVRON CORP NEW
+$119.0K
3,189
+51%
减持
DGRO
ISHARES TR
-$116.0K
7,263
-16%
减持
NFLX
NETFLIX INC
-$115.0K
50
-85%
增持
XLE
SELECT SECTOR SPDR TR
+$110.0K
2,435
+190%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
-$108.0K
1,078
-2%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$108.0K
14,948
+4%
减持
CMCSA
COMCAST CORP NEW
-$106.0K
13,458
-1%
减持
NKE
NIKE INC
-$106.0K
2,349
-9%
增持
—
MANAGED PORTFOLIO SERIES
+$104.0K
4,342
+11326%
减持
MCHP
MICROCHIP TECHNOLOGY INC.
-$102.0K
4,622
-6%
减持
BALL
BALL CORP
-$99.0K
3,849
-5%
减持
WMT
WALMART INC
-$99.0K
1,617
-19%
减持
PYPL
PAYPAL HLDGS INC
-$99.0K
1,562
-13%
建仓
DVN
DEVON ENERGY CORP NEW
+$99.0K
1,795
减持
CAT
CATERPILLAR INC
-$98.0K
1,865
-4%
增持
UNH
UNITEDHEALTH GROUP INC
+$97.0K
3,205
+6%
减持
DHI
D R HORTON INC
-$95.0K
6,308
-8%
减持
PDBC
INVESCO ACTVELY MNGD ETC FD
-$94.0K
1,723
-76%
增持
MA
MASTERCARD INCORPORATED
-$93.0K
2,292
+0%
减持
PG
PROCTER AND GAMBLE CO
-$93.0K
7,425
-2%
减持
HYG
ISHARES TR
-$90.0K
330
-76%
清仓
PSN
PARSONS CORP DEL
-$88.0K
0
-100%
减持
TFC
TRUIST FINL CORP
-$87.0K
8,973
-1%
减持
WFC
WELLS FARGO CO NEW
-$84.0K
8,304
-2%
减持
IVW
ISHARES TR
-$84.0K
1,180
-42%
增持
CSX
CSX CORP
-$83.0K
10,135
+0%
减持
SO
SOUTHERN CO
-$82.0K
300
-79%
减持
ORCL
ORACLE CORP
-$81.0K
5,822
-1%
减持
MMM
3M CO
-$81.0K
3,182
-4%
减持
PNC
PNC FINL SVCS GROUP INC
-$81.0K
2,211
-5%
减持
CMI
CUMMINS INC
-$78.0K
812
-29%
减持
HON
HONEYWELL INTL INC
-$78.0K
2,891
-3%
减持
BA
BOEING CO
-$77.0K
1,382
-1%
减持
QQQ
INVESCO QQQ TR
-$76.0K
210
-44%
清仓
ITM
VANECK ETF TRUST
-$74.0K
0
-100%
减持
PPG
PPG INDS INC
-$73.0K
1,266
-24%
增持
KMI
KINDER MORGAN INC DEL
+$73.0K
47,242
+24%
减持
EMR
EMERSON ELEC CO
-$72.0K
3,384
-3%
建仓
DFUV
DIMENSIONAL ETF TRUST
+$70.0K
2,216
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$70.0K
3,338
-2%
增持
BNL
BROADSTONE NET LEASE INC
+$70.0K
76,898
+10%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$69.0K
900
增持
VZ
VERIZON COMMUNICATIONS INC
+$66.0K
11,975
+12%
增持
TSLA
TESLA INC
+$65.0K
342
+124%
增持
IVOO
VANGUARD ADMIRAL FDS INC
-$65.0K
2,268
+0%
建仓
RLY
SSGA ACTIVE ETF TR
+$64.0K
2,288
减持
AWK
AMERICAN WTR WKS CO INC NEW
-$61.0K
1,099
-19%
减持
JNJ
JOHNSON & JOHNSON
-$61.0K
8,820
-4%
