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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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 150 项
建仓 10
增持 67
减持 68
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
SCHX
SCHWAB STRATEGIC TR
-$4.5M
1,965,961
+0%
减持
MINT
PIMCO ETF TR
-$4.4M
254,964
-15%
建仓
—
ISHARES TR
+$4.1M
164,657
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
JEPI
J P MORGAN EXCHANGE TRADED F
+$1.5M
87,772
+65%
减持
XSOE
WISDOMTREE TR
-$1.3M
208,859
-8%
增持
VOO
VANGUARD INDEX FDS
-$1.2M
162,659
+3%
增持
JMSB
JOHN MARSHALL BANCORP INC
+$1.0M
332,087
+5%
减持
IVV
ISHARES TR
-$990.0K
39,808
-1%
增持
SPY
SPDR S&P 500 ETF TR
-$943.0K
71,303
+2%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$897.0K
43,240
+18300%
建仓
—
ISHARES TR
+$825.0K
34,457
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$809.0K
1,239,479
+1%
减持
BSV
VANGUARD BD INDEX FDS
-$712.0K
109,051
-6%
增持
VTI
VANGUARD INDEX FDS
-$586.0K
64,178
+0%
增持
GOOGL
ALPHABET INC
-$585.0K
38,707
+1868%
增持
IJH
ISHARES TR
-$571.0K
147,121
+1%
增持
IJR
ISHARES TR
-$567.0K
130,463
+1%
减持
IEMG
ISHARES INC
-$556.0K
29,611
-21%
建仓
—
INVESCO EXCH TRD SLF IDX FD
+$513.0K
25,154
增持
VYM
VANGUARD WHITEHALL FDS
+$396.0K
6,269
+220%
增持
MSFT
MICROSOFT CORP
-$384.0K
17,541
+1%
清仓
—
JACOBS ENGR GROUP INC
-$323.0K
0
-100%
增持
BNL
BROADSTONE NET LEASE INC
-$322.0K
80,759
+5%
减持
VZ
VERIZON COMMUNICATIONS INC
-$302.0K
8,065
-33%
增持
GSST
GOLDMAN SACHS ETF TR
+$300.0K
43,137
+17%
减持
INTC
INTEL CORP
-$285.0K
14,877
-17%
减持
AMZN
AMAZON COM INC
+$283.0K
53,839
-1%
建仓
J
JACOBS SOLUTIONS INC
+$277.0K
2,547
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$265.0K
58,904
+30%
增持
VEA
VANGUARD TAX-MANAGED FDS
-$246.0K
76,612
+3%
增持
PFE
PFIZER INC
-$237.0K
29,905
+1%
减持
ABBV
ABBVIE INC
-$217.0K
9,224
-3%
增持
SPSM
SPDR SER TR
+$189.0K
26,420
+34%
建仓
—
RENEW ENERGY GLOBAL PLC
+$181.0K
30,000
增持
DUK
DUKE ENERGY CORP NEW
-$180.0K
12,744
+0%
增持
V
VISA INC
-$179.0K
11,220
+2%
减持
SCHF
SCHWAB STRATEGIC TR
-$170.0K
43,845
-2%
增持
JPM
JPMORGAN CHASE & CO
-$164.0K
22,955
+1%
减持
CMCSA
COMCAST CORP NEW
-$162.0K
12,472
-7%
减持
JNJ
JOHNSON & JOHNSON
-$143.0K
8,710
-1%
减持
META
META PLATFORMS INC
-$142.0K
4,574
-3%
减持
PG
PROCTER AND GAMBLE CO
-$141.0K
7,343
-1%
减持
UPS
UNITED PARCEL SERVICE INC
-$136.0K
5,091
-3%
减持
IWF
ISHARES TR
-$132.0K
4,533
-9%
增持
—
LABORATORY CORP AMER HLDGS
-$126.0K
6,500
+5%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$115.0K
1,324
-62%
减持
MCD
MCDONALDS CORP
-$115.0K
7,075
-0%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
-$108.0K
12,857
+7%
减持
MMM
3M CO
-$102.0K
2,807
-12%
减持
VB
VANGUARD INDEX FDS
-$97.0K
9,133
-3%
减持
BND
VANGUARD BD INDEX FDS
-$96.0K
91
-93%
增持
VTV
VANGUARD INDEX FDS
-$95.0K
13,224
+1%
建仓
AUB
ATLANTIC UN BANKSHARES CORP
+$94.0K
3,096
建仓
WSO
WATSCO INC
+$91.0K
353
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$86.0K
3,605
+30%
建仓
—
ISHARES TR
+$86.0K
3,400
增持
COST
COSTCO WHSL CORP NEW
+$84.0K
2,655
+9%
增持
DGRO
ISHARES TR
+$84.0K
9,666
+33%
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$83.0K
15,118
+1%
减持
VUG
VANGUARD INDEX FDS
-$83.0K
8,624
-0%
减持
VBR
VANGUARD INDEX FDS
-$82.0K
3,461
-10%
增持
GOOG
ALPHABET INC
-$81.0K
7,800
+1953%
减持
SCHE
SCHWAB STRATEGIC TR
-$80.0K
20,497
-3%
减持
CSCO
CISCO SYS INC
-$80.0K
21,203
-3%
增持
NSC
NORFOLK SOUTHN CORP
-$80.0K
5,634
+2%
减持
DIA
SPDR DOW JONES INDL AVERAGE
-$79.0K
861
-19%
减持
RODM
LATTICE STRATEGIES TR
-$77.0K
23,322
-1%
减持
MA
MASTERCARD INCORPORATED
-$72.0K
2,288
-0%
减持
PEP
PEPSICO INC
-$70.0K
13,754
-1%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$70.0K
3,550
+1411%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$67.0K
3,394
+2%
增持
IVE
ISHARES TR
+$66.0K
1,068
+106%
减持
AAPL
APPLE INC
+$65.0K
75,462
-0%
增持
YUM
YUM BRANDS INC
-$64.0K
9,805
+1%
增持
UNH
UNITEDHEALTH GROUP INC
+$61.0K
3,379
+5%
增持
ROK
ROCKWELL AUTOMATION INC
+$61.0K
2,320
+6%
增持
SCHM
SCHWAB STRATEGIC TR
+$59.0K
7,996
+18%
减持
USMV
ISHARES TR
-$58.0K
5,654
-8%
增持
KO
COCA COLA CO
-$57.0K
8,856
+1%
减持
DOW
DOW INC
-$55.0K
398
-72%
减持
—
MEDTRONIC PLC
-$53.0K
5,072
-2%
增持
WMT
WALMART INC
+$52.0K
1,917
+19%
减持
IVW
ISHARES TR
-$49.0K
380
-68%
减持
CRM
SALESFORCE INC
-$48.0K
1,849
-3%
减持
ROP
ROPER TECHNOLOGIES INC
-$47.0K
1,312
-0%
减持
DGX
QUEST DIAGNOSTICS INC
-$47.0K
2,006
-9%
减持
DHR
DANAHER CORPORATION
+$47.0K
12,969
-0%
增持
ORCL
ORACLE CORP
-$46.0K
5,916
+2%
建仓
IEFA
ISHARES TR
+$45.0K
850
增持
TSLA
TESLA INC
+$45.0K
1,038
+204%
减持
SCHD
SCHWAB STRATEGIC TR
-$44.0K
1,275
-29%
增持
SCHB
SCHWAB STRATEGIC TR
-$42.0K
19,818
+0%
增持
—
ACCENTURE PLC IRELAND
-$42.0K
2,733
+2%
减持
PM
PHILIP MORRIS INTL INC
-$40.0K
2,436
-1%
减持
NEE
NEXTERA ENERGY INC
-$39.0K
26,843
-3%
减持
TFC
TRUIST FINL CORP
-$37.0K
8,931
-0%
减持
—
EATON CORP PLC
+$36.0K
5,144
-0%
减持
DLTR
DOLLAR TREE INC
-$36.0K
1,740
-1%
减持
DIS
DISNEY WALT CO
-$36.0K
5,031
-7%
减持
DHI
D R HORTON INC
-$34.0K
5,708
-10%
增持
—
EXXON MOBIL CORP
+$34.0K
9,842
+2%
减持
GD
GENERAL DYNAMICS CORP
-$33.0K
2,129
-2%
增持
MDLZ
MONDELEZ INTL INC
-$33.0K
6,019
+3%
减持
NOC
NORTHROP GRUMMAN CORP
-$33.0K
2,195
-1%
增持
IWD
ISHARES TR
+$32.0K
17,063
+8%
增持
MAR
MARRIOTT INTL INC NEW
+$31.0K
2,980
+5%
增持
LOW
LOWES COS INC
+$31.0K
1,554
+4%
减持
BIV
VANGUARD BD INDEX FDS
-$31.0K
1,121
-23%
减持
VNQ
VANGUARD INDEX FDS
-$31.0K
1,132
-15%
减持
RLY
SSGA ACTIVE ETF TR
-$30.0K
1,315
-43%
减持
CSX
CSX CORP
-$30.0K
9,963
-2%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$30.0K
9,556
+3%
减持
IWR
ISHARES TR
-$30.0K
4,059
-7%
减持
SHM
SPDR SER TR
-$29.0K
21,965
-0%
减持
VBK
VANGUARD INDEX FDS
-$28.0K
3,399
-3%
减持
EFA
ISHARES TR
-$28.0K
1,634
-15%
减持
QUAL
ISHARES TR
-$28.0K
1,223
-12%
减持
BABA
ALIBABA GROUP HLDG LTD
-$28.0K
379
-26%
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$28.0K
810
+0%
减持
BAX
BAXTER INTL INC
-$28.0K
1,805
-8%
减持
T
AT&T INC
-$27.0K
4,557
-2%
增持
CVX
CHEVRON CORP NEW
+$27.0K
3,402
+7%
减持
AXP
AMERICAN EXPRESS CO
-$27.0K
4,196
-2%
增持
ELV
ELEVANCE HEALTH INC
-$27.0K
1,456
+2%
增持
PSA
PUBLIC STORAGE
+$27.0K
307
+54%
增持
APH
AMPHENOL CORP NEW
+$26.0K
2,437
+14%
减持
BA
BOEING CO
-$26.0K
1,344
-3%
增持
ITW
ILLINOIS TOOL WKS INC
+$25.0K
438
+46%
建仓
IUSV
ISHARES TR
+$25.0K
400
增持
UNP
UNION PAC CORP
-$25.0K
2,350
+4%
增持
SEDG
SOLAREDGE TECHNOLOGIES INC
-$25.0K
654
+2%
增持
KMI
KINDER MORGAN INC DEL
+$24.0K
49,039
+4%
增持
AVGO
BROADCOM INC
-$23.0K
1,551
+6%
清仓
VOE
VANGUARD INDEX FDS
-$23.0K
0
-100%
增持
XLE
SELECT SECTOR SPDR TR
+$23.0K
2,735
+12%
增持
TRV
TRAVELERS COMPANIES INC
-$23.0K
2,050
+3%
增持
MKC
MCCORMICK & CO INC
+$23.0K
400
+413%
减持
SMB
VANECK ETF TRUST
-$23.0K
23,303
-3%
减持
PNC
PNC FINL SVCS GROUP INC
-$23.0K
2,181
-1%
减持
POOL
POOL CORP
-$22.0K
25
-71%
增持
PH
PARKER-HANNIFIN CORP
+$22.0K
349
+36%
减持
DFAI
DIMENSIONAL ETF TRUST
-$20.0K
3,073
-13%
减持
MUB
ISHARES TR
-$20.0K
1,967
-6%
清仓
PID
INVESCO EXCHANGE TRADED FD T
-$20.0K
0
-100%
增持
FAST
FASTENAL CO
-$19.0K
5,024
+0%
增持
AMGN
AMGEN INC
+$19.0K
2,002
+13%
清仓
VOT
VANGUARD INDEX FDS
-$19.0K
0
-100%
增持
TGT
TARGET CORP
+$19.0K
2,436
+1%
清仓
SPYG
SPDR SER TR
-$18.0K
0
-100%
减持
VXF
VANGUARD INDEX FDS
-$18.0K
2,878
-2%
