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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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 150 项
建仓 14
增持 52
减持 73
清仓 11
方向
标的
Δ市值
现股数(环比)
减持
MINT
PIMCO ETF TR
-$19.8M
54,719
-79%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$13.4M
969,602
-22%
减持
BSV
VANGUARD BD INDEX FDS
-$7.6M
6,802
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。
-94%
增持
SCHX
SCHWAB STRATEGIC TR
+$5.6M
1,968,070
+0%
增持
—
ISHARES TR
+$3.5M
305,602
+86%
减持
VOO
VANGUARD INDEX FDS
+$3.2M
161,675
-1%
减持
IJH
ISHARES TR
+$2.5M
143,821
-2%
减持
AMZN
AMAZON COM INC
-$1.7M
52,779
-2%
增持
IVV
ISHARES TR
+$1.3M
40,429
+2%
减持
SPY
SPDR S&P 500 ETF TR
+$1.2M
69,594
-2%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$1.1M
101,273
+15%
减持
AAPL
APPLE INC
-$1.0M
72,380
-4%
增持
VB
VANGUARD INDEX FDS
+$773.1K
12,717
+39%
增持
VO
VANGUARD INDEX FDS
+$738.3K
33,979
+3%
增持
JPM
JPMORGAN CHASE & CO
+$736.1K
23,379
+2%
减持
GSST
GOLDMAN SACHS ETF TR
-$662.3K
29,827
-31%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$643.7K
81,717
+7%
增持
IUSV
ISHARES TR
+$630.2K
9,277
+2219%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$560.5K
10,076
+5%
增持
SPSM
SPDR SER TR
+$559.6K
39,481
+49%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$481.9K
6,661
+85%
减持
SHM
SPDR SER TR
-$458.0K
11,792
-46%
减持
MRK
MERCK & CO INC
+$348.2K
15,528
-3%
减持
V
VISA INC
+$332.0K
11,191
-0%
减持
GOOGL
ALPHABET INC
-$299.5K
38,564
-0%
增持
DFAI
DIMENSIONAL ETF TRUST
+$261.4K
13,075
+325%
增持
DUK
DUKE ENERGY CORP NEW
+$250.9K
13,942
+9%
减持
IJR
ISHARES TR
+$237.6K
122,703
-6%
减持
MCD
MCDONALDS CORP
+$223.2K
7,040
-0%
增持
LLY
LILLY ELI & CO
+$216.7K
3,733
+5%
减持
HD
HOME DEPOT INC
+$211.3K
8,087
-5%
减持
INTC
INTEL CORP
-$210.3K
6,532
-56%
清仓
MUB
ISHARES TR
-$202.0K
0
-100%
建仓
MELI
MERCADOLIBRE INC
+$198.9K
235
减持
APD
AIR PRODS & CHEMS INC
+$197.2K
3,267
-6%
减持
—
LABORATORY CORP AMER HLDGS
+$194.7K
6,479
-0%
减持
PEP
PEPSICO INC
+$187.8K
13,397
-3%
减持
DIS
DISNEY WALT CO
-$183.9K
3,351
-33%
清仓
—
RENEW ENERGY GLOBAL PLC
-$181.0K
0
-100%
增持
NEE
NEXTERA ENERGY INC
+$174.1K
27,262
+2%
减持
BNL
BROADSTONE NET LEASE INC
-$173.0K
66,747
-17%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
-$172.8K
8,712
-32%
减持
—
MEDTRONIC PLC
-$166.0K
3,151
-38%
清仓
IGSB
ISHARES TR
-$165.0K
0
-100%
增持
CMCSA
COMCAST CORP NEW
+$160.2K
15,046
+21%
建仓
CBRE
CBRE GROUP INC
+$155.2K
2,017
减持
VZ
VERIZON COMMUNICATIONS INC
-$155.1K
3,830
-53%
减持
BRO
BROWN & BROWN INC
-$150.6K
16,980
-8%
减持
ABBV
ABBVIE INC
+$149.3K
8,584
-7%
减持
SCHW
SCHWAB CHARLES CORP
+$144.9K
12,910
-0%
增持
JNJ
JOHNSON & JOHNSON
+$142.1K
8,860
+2%
减持
PFE
PFIZER INC
+$137.8K
28,235
-6%
减持
CSCO
CISCO SYS INC
+$137.3K
20,683
-2%
增持
ROK
ROCKWELL AUTOMATION INC
+$136.9K
2,469
+6%
增持
AMGN
AMGEN INC
+$133.9K
2,227
+11%
建仓
GNRC
GENERAC HLDGS INC
+$133.0K
1,321
减持
IWM
ISHARES TR
+$127.2K
13,737
-0%
减持
CAT
CATERPILLAR INC
+$126.3K
1,804
-3%
减持
DGRO
ISHARES TR
-$124.3K
6,114
-37%
减持
UNP
UNION PAC CORP
-$122.5K
1,620
-31%
减持
XSOE
WISDOMTREE TR
+$121.0K
197,265
-6%
增持
AMAT
APPLIED MATLS INC
+$114.4K
4,769
+12%
减持
NOC
NORTHROP GRUMMAN CORP
+$112.7K
2,098
-4%
增持
SCHM
SCHWAB STRATEGIC TR
+$110.8K
9,066
+13%
减持
DHI
D R HORTON INC
+$105.2K
5,488
-4%
减持
VTI
VANGUARD INDEX FDS
-$102.7K
59,707
-7%
减持
VTV
VANGUARD INDEX FDS
+$101.1K
12,354
-7%
增持
CMG
CHIPOTLE MEXICAN GRILL INC
+$100.2K
83
+730%
清仓
VCSH
VANGUARD SCOTTSDALE FDS
-$99.0K
0
-100%
建仓
GTLS
CHART INDS INC
+$97.9K
850
增持
—
BLACKROCK INC
+$94.6K
544
+3%
减持
D
DOMINION ENERGY INC
-$94.1K
2,869
-27%
增持
ELV
ELEVANCE HEALTH INC
+$93.1K
1,470
+1%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$91.3K
20,588
-18%
减持
META
META PLATFORMS INC
-$91.1K
4,403
-4%
减持
J
JACOBS SOLUTIONS INC
-$89.6K
1,561
-39%
清仓
—
ISHARES TR
-$86.0K
0
-100%
减持
DVN
DEVON ENERGY CORP NEW
-$83.7K
395
-78%
清仓
AKAM
AKAMAI TECHNOLOGIES INC
-$83.0K
0
-100%
清仓
BIV
VANGUARD BD INDEX FDS
-$82.0K
0
-100%
建仓
LEU
CENTRUS ENERGY CORP
+$81.2K
2,500
增持
STZ
CONSTELLATION BRANDS INC
+$79.6K
404
+573%
增持
NKE
NIKE INC
+$79.1K
2,351
+0%
增持
—
ACCENTURE PLC IRELAND
+$78.8K
2,930
+7%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$78.6K
3,541
+4%
建仓
CBOE
CBOE GLOBAL MKTS INC
+$78.0K
622
增持
—
CHUBB LIMITED
+$77.3K
671
+73%
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$75.0K
0
-100%
增持
MAR
MARRIOTT INTL INC NEW
+$72.6K
3,295
+11%
建仓
VRTX
VERTEX PHARMACEUTICALS INC
+$72.2K
250
减持
—
INVESCO EXCH TRD SLF IDX FD
-$70.5K
39,635
-8%
减持
MMM
3M CO
-$69.3K
2,007
-29%
减持
MSFT
MICROSOFT CORP
+$68.9K
17,321
-1%
增持
DGX
QUEST DIAGNOSTICS INC
+$68.0K
2,007
+0%
增持
GE
GENERAL ELECTRIC CO
+$67.1K
2,183
+17%
减持
EMR
EMERSON ELEC CO
+$66.5K
3,274
-3%
建仓
KNSL
KINSALE CAP GROUP INC
+$66.2K
253
减持
—
LINDE PLC
-$65.6K
320
-49%
减持
BAX
BAXTER INTL INC
-$64.9K
649
-64%
减持
SCHE
SCHWAB STRATEGIC TR
-$64.8K
16,654
-19%
减持
UNH
UNITEDHEALTH GROUP INC
+$64.5K
3,341
-1%
减持
GD
GENERAL DYNAMICS CORP
+$63.8K
2,079
-2%
建仓
IXN
ISHARES TR
+$63.8K
1,423
减持
GOOG
ALPHABET INC
-$63.7K
7,735
-1%
减持
CVX
CHEVRON CORP NEW
+$63.0K
3,076
-10%
增持
ITW
ILLINOIS TOOL WKS INC
+$62.7K
645
+47%
清仓
—
BROOKFIELD INFRASTRUCTURE CO
-$62.0K
0
-100%
减持
—
ISHARES TR
-$62.0K
31,983
-7%
减持
MDLZ
MONDELEZ INTL INC
+$61.6K
5,874
-2%
减持
RODM
LATTICE STRATEGIES TR
+$61.5K
22,932
-2%
建仓
OHI
OMEGA HEALTHCARE INVS INC
+$61.3K
2,193
增持
APH
AMPHENOL CORP NEW
+$60.4K
2,940
+21%
减持
YUMC
YUM CHINA HLDGS INC
+$60.2K
8,713
-1%
增持
—
SANDY SPRING BANCORP INC
+$60.0K
2,412
+246%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$59.2K
14,118
-7%
减持
VUG
VANGUARD INDEX FDS
-$58.5K
8,383
-3%
减持
MLM
MARTIN MARIETTA MATLS INC
-$58.1K
2,935
-10%
建仓
CODI
COMPASS DIVERSIFIED
+$57.2K
3,136
增持
IEFA
ISHARES TR
+$56.9K
1,653
+94%
减持
ABT
ABBOTT LABS
+$55.9K
4,389
-0%
减持
AVGO
BROADCOM INC
+$55.8K
1,332
-14%
增持
SCHA
SCHWAB STRATEGIC TR
+$55.4K
13,785
+4%
增持
QCOM
QUALCOMM INC
+$55.2K
793
+178%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$53.3K
53,764
-9%
增持
LMT
LOCKHEED MARTIN CORP
+$53.1K
434
+6%
增持
TFC
TRUIST FINL CORP
+$53.0K
10,273
+15%
建仓
TMFC
RBB FD INC
+$51.8K
1,700
减持
—
LYONDELLBASELL INDUSTRIES N
-$51.3K
1,165
-41%
增持
PH
PARKER-HANNIFIN CORP
+$49.7K
463
+33%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$49.5K
3,738
+1%
减持
AXP
AMERICAN EXPRESS CO
+$47.6K
4,153
-1%
减持
SMB
VANECK ETF TRUST
-$47.4K
20,176
-13%
减持
CRM
SALESFORCE INC
-$47.4K
1,649
-11%
建仓
APPN
APPIAN CORP
+$47.2K
1,450
减持
SCHB
SCHWAB STRATEGIC TR
+$46.5K
19,606
-1%
清仓
AOM
ISHARES TR
-$46.0K
0
-100%
增持
EFA
ISHARES TR
+$45.5K
2,094
+28%
清仓
VTIP
VANGUARD MALVERN FDS
-$45.0K
0
-100%
增持
NVDA
NVIDIA CORPORATION
+$44.3K
898
+26%
增持
BKNG
BOOKING HOLDINGS INC
+$44.1K
70
+19%
增持
TMUS
T-MOBILE US INC
+$44.0K
514
+147%
增持
IVOO
VANGUARD ADMIRAL FDS INC
+$43.8K
2,389
+2%
减持
VNQ
VANGUARD INDEX FDS
-$43.4K
577
-49%
增持
XLE
SELECT SECTOR SPDR TR
+$42.5K
2,738
+0%
减持
PPG
PPG INDS INC
-$42.4K
776
-39%
建仓
PCAR
PACCAR INC
+$41.8K
411
增持
TSLA
TESLA INC
-$41.8K
1,893
+82%
增持
MKC
MCCORMICK & CO INC
+$41.6K
850
+113%
减持
PM
PHILIP MORRIS INTL INC
+$41.2K
2,406
-1%
增持
VXF
VANGUARD INDEX FDS
+$41.0K
3,063
+6%
