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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 7
增持 55
减持 82
清仓 6
方向
标的
Δ市值
现股数(环比)
减持
MINT
PIMCO ETF TR
-$4.0M
14,148
-74%
减持
SCHX
SCHWAB STRATEGIC TR
+$3.4M
1,907,772
-3%
减持
AAPL
APPLE INC
+$2.5M
72,077
-0%
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
EGP
EASTGROUP PPTYS INC
+$1.8M
11,505
+1171%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$1.7M
935,264
-4%
增持
IVV
ISHARES TR
+$1.4M
41,264
+2%
增持
XSOE
WISDOMTREE TR
+$1.1M
228,227
+16%
建仓
PFEB
INNOVATOR ETFS TR
+$1.1M
37,000
减持
AMZN
AMAZON COM INC
+$920.5K
51,834
-2%
减持
SCHW
SCHWAB CHARLES CORP
-$795.3K
5,337
-59%
减持
MSFT
MICROSOFT CORP
+$714.6K
16,887
-3%
减持
SPY
SPDR S&P 500 ETF TR
-$641.5K
63,506
-9%
减持
PFE
PFIZER INC
-$634.6K
19,907
-29%
增持
SPSM
SPDR SER TR
+$548.7K
53,172
+35%
减持
GOOGL
ALPHABET INC
+$520.2K
37,816
-2%
减持
GSST
GOLDMAN SACHS ETF TR
-$468.5K
20,290
-32%
减持
IJH
ISHARES TR
+$457.9K
140,897
-2%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$456.7K
65,817
-19%
建仓
PMAR
INNOVATOR ETFS TR
+$411.8K
12,800
减持
NOC
NORTHROP GRUMMAN CORP
-$376.8K
1,663
-21%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$361.8K
108,464
+7%
减持
META
META PLATFORMS INC
+$351.8K
4,160
-6%
减持
LHX
L3HARRIS TECHNOLOGIES INC
-$313.8K
1,342
-52%
减持
IVOO
VANGUARD ADMIRAL FDS INC
-$304.9K
1,015
-58%
减持
HD
HOME DEPOT INC
-$276.0K
7,720
-5%
增持
IUSV
ISHARES TR
+$254.0K
12,324
+33%
增持
TSLA
TESLA INC
+$247.3K
2,316
+22%
减持
SHM
SPDR SER TR
-$245.8K
6,482
-45%
减持
VUG
VANGUARD INDEX FDS
+$243.9K
8,140
-3%
增持
V
VISA INC
+$232.4K
11,343
+1%
减持
JNJ
JOHNSON & JOHNSON
-$228.7K
8,622
-3%
减持
GD
GENERAL DYNAMICS CORP
-$226.2K
1,269
-39%
减持
NSC
NORFOLK SOUTHN CORP
-$222.1K
4,699
-5%
减持
IEMG
ISHARES INC
-$208.9K
22,025
-20%
减持
JPM
JPMORGAN CHASE & CO
-$187.1K
22,623
-3%
减持
RODM
LATTICE STRATEGIES TR
-$186.4K
14,513
-37%
减持
NEE
NEXTERA ENERGY INC
-$182.2K
27,204
-0%
减持
DHR
DANAHER CORPORATION
-$178.5K
12,502
-0%
增持
UNH
UNITEDHEALTH GROUP INC
-$173.0K
3,382
+1%
减持
IJR
ISHARES TR
-$169.2K
118,339
-4%
建仓
—
RENEW ENERGY GLOBAL PLC
+$168.6K
30,000
建仓
PJAN
INNOVATOR ETFS TR
+$162.7K
4,900
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$159.5K
47,926
-11%
减持
VO
VANGUARD INDEX FDS
+$156.0K
33,573
-1%
增持
COST
COSTCO WHSL CORP NEW
+$152.3K
2,777
+3%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$151.7K
9,589
-5%
增持
INTC
INTEL CORP
+$150.7K
9,897
+52%
增持
—
CHUBB LIMITED
+$145.8K
1,511
+125%
增持
MRK
MERCK & CO INC
+$145.5K
17,557
+13%
增持
SYK
STRYKER CORPORATION
+$143.9K
2,265
+10%
减持
TFC
TRUIST FINL CORP
-$138.7K
8,895
-13%
增持
MCD
MCDONALDS CORP
+$135.9K
7,121
+1%
减持
DUK
DUKE ENERGY CORP NEW
-$134.7K
13,488
-3%
增持
AVGO
BROADCOM INC
+$132.9K
1,368
+3%
建仓
ITA
ISHARES TR
+$126.9K
1,103
增持
KNSL
KINSALE CAP GROUP INC
+$126.5K
642
+154%
减持
VIOO
VANGUARD ADMIRAL FDS INC
-$120.9K
1,390
-1%
增持
—
ISHARES TR
+$119.9K
36,774
+15%
建仓
—
LINDE PLC
+$113.7K
320
减持
RTX
RAYTHEON TECHNOLOGIES CORP
-$108.4K
7,871
-10%
减持
NVDA
NVIDIA CORPORATION
+$105.2K
851
-5%
清仓
AIZ
ASSURANT INC
-$105.0K
0
-100%
清仓
—
LINDE PLC
-$104.4K
0
-100%
增持
ROK
ROCKWELL AUTOMATION INC
+$100.9K
2,511
+2%
减持
SMB
VANECK ETF TRUST
-$97.1K
14,323
-29%
增持
—
ISHARES TR
+$96.7K
308,196
+1%
增持
CMG
CHIPOTLE MEXICAN GRILL INC
+$93.3K
122
+47%
增持
—
ACCENTURE PLC IRELAND
+$91.9K
3,057
+4%
减持
BSV
VANGUARD BD INDEX FDS
-$90.4K
5,513
-19%
减持
BAC
BANK AMERICA CORP
-$89.4K
10,500
-11%
减持
ABT
ABBOTT LABS
-$85.0K
3,919
-11%
减持
ABBV
ABBVIE INC
-$83.8K
8,179
-5%
减持
PNC
PNC FINL SVCS GROUP INC
-$83.5K
1,929
-7%
增持
FVCB
FVCBANKCORP INC
-$82.2K
17,850
+25%
增持
MAR
MARRIOTT INTL INC NEW
+$79.9K
3,436
+4%
减持
VOO
VANGUARD INDEX FDS
+$77.0K
151,248
-6%
减持
VYM
VANGUARD WHITEHALL FDS
-$76.4K
5,706
-9%
减持
CVS
CVS HEALTH CORP
-$76.3K
2,283
-13%
减持
YUMC
YUM CHINA HLDGS INC
+$75.6K
8,705
-0%
减持
VTI
VANGUARD INDEX FDS
-$74.9K
55,563
-7%
增持
AXP
AMERICAN EXPRESS CO
+$72.4K
4,159
+0%
减持
TRV
TRAVELERS COMPANIES INC
-$71.5K
1,825
-11%
增持
BNL
BROADSTONE NET LEASE INC
+$68.5K
67,678
+1%
减持
UPS
UNITED PARCEL SERVICE INC
+$66.4K
4,589
-3%
减持
GOOG
ALPHABET INC
+$66.1K
7,235
-6%
增持
ORCL
ORACLE CORP
+$65.7K
4,469
+5%
减持
DGX
QUEST DIAGNOSTICS INC
-$65.3K
1,758
-12%
清仓
IXN
ISHARES TR
-$63.8K
0
-100%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$63.1K
2,421
+83%
减持
SCHF
SCHWAB STRATEGIC TR
+$60.7K
36,288
-3%
减持
AMAT
APPLIED MATLS INC
+$60.0K
4,269
-10%
增持
SCHB
SCHWAB STRATEGIC TR
+$59.8K
19,610
+0%
减持
MCHP
MICROCHIP TECHNOLOGY INC.
+$59.2K
4,582
-1%
减持
CRM
SALESFORCE INC
+$58.9K
1,389
-16%
建仓
GEHC
GE HEALTHCARE TECHNOLOGIES I
+$57.3K
699
增持
TMUS
T-MOBILE US INC
+$56.4K
886
+72%
增持
HON
HONEYWELL INTL INC
-$55.8K
3,034
+2%
增持
DIS
DISNEY WALT CO
+$55.2K
3,459
+3%
增持
SHOP
SHOPIFY INC
+$53.7K
1,700
+113%
增持
IVE
ISHARES TR
+$53.3K
1,372
+28%
减持
IWM
ISHARES TR
+$52.8K
13,722
-0%
清仓
TMFC
RBB FD INC
-$51.8K
0
-100%
增持
ROP
ROPER TECHNOLOGIES INC
+$49.7K
1,151
+9%
增持
AMD
ADVANCED MICRO DEVICES INC
+$49.3K
1,102
+21%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$49.2K
13,946
-1%
清仓
APPN
APPIAN CORP
-$47.2K
0
-100%
增持
BA
BOEING CO
+$47.0K
867
+20%
增持
IVW
ISHARES TR
+$46.4K
1,074
+183%
减持
KRE
SPDR SER TR
-$45.8K
155
-83%
减持
URI
UNITED RENTALS INC
-$45.2K
1,215
-18%
增持
PH
PARKER-HANNIFIN CORP
+$45.1K
535
+16%
增持
APH
AMPHENOL CORP NEW
+$45.0K
3,290
+12%
增持
ISRG
INTUITIVE SURGICAL INC
+$44.6K
297
+152%
增持
ADP
AUTOMATIC DATA PROCESSING IN
-$43.7K
3,603
+2%
减持
VB
VANGUARD INDEX FDS
-$43.4K
12,084
-5%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$43.2K
4,091
+9%
减持
VBK
VANGUARD INDEX FDS
+$43.2K
3,187
-1%
增持
BX
BLACKSTONE INC
+$40.9K
2,585
+3%
增持
PSA
PUBLIC STORAGE
+$40.7K
526
+25%
减持
—
SANDY SPRING BANCORP INC
-$40.4K
1,715
-29%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$40.1K
789
+5%
减持
PG
PROCTER AND GAMBLE CO
-$40.0K
7,216
-2%
减持
CSCO
CISCO SYS INC
+$39.7K
19,608
-5%
减持
IWD
ISHARES TR
-$39.5K
16,735
-2%
减持
YUM
YUM BRANDS INC
+$38.2K
9,797
-0%
增持
ITW
ILLINOIS TOOL WKS INC
+$37.6K
738
+14%
增持
—
LAM RESEARCH CORP
+$37.2K
216
+17%
减持
TGT
TARGET CORP
+$37.0K
2,265
-0%
减持
GE
GENERAL ELECTRIC CO
-$36.7K
1,530
-30%
增持
ELV
ELEVANCE HEALTH INC
-$36.3K
1,561
+6%
减持
DHI
D R HORTON INC
+$36.2K
5,378
-2%
减持
MMM
3M CO
-$35.9K
1,948
-3%
清仓
JEF
JEFFERIES FINL GROUP INC
-$34.3K
0
-100%
增持
DVN
DEVON ENERGY CORP NEW
+$34.3K
1,157
+193%
减持
VTV
VANGUARD INDEX FDS
-$34.0K
12,310
-0%
增持
PEP
PEPSICO INC
+$33.7K
13,530
+1%
减持
SCHM
SCHWAB STRATEGIC TR
-$33.4K
8,274
-9%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$32.2K
197
-52%
增持
SCHG
SCHWAB STRATEGIC TR
+$32.2K
2,930
+3%
增持
MKC
MCCORMICK & CO INC
+$31.9K
1,232
+45%
减持
BKNG
BOOKING HOLDINGS INC
+$31.3K
65
-7%
减持
OHI
OMEGA HEALTHCARE INVS INC
-$31.3K
1,093
-50%
增持
GNRC
GENERAC HLDGS INC
+$31.3K
1,521
+15%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$31.2K
6,290
-6%
减持
EMR
EMERSON ELEC CO
-$31.1K
3,252
-1%
减持
CMCSA
COMCAST CORP NEW
+$30.5K
14,683
-2%
增持
PGR
PROGRESSIVE CORP
+$29.1K
540
+46%
减持
VDE
VANGUARD WORLD FDS
-$28.6K
356
-38%
减持
AMT
AMERICAN TOWER CORP NEW
-$28.5K
1,504
-4%
减持
DOCU
DOCUSIGN INC
-$27.7K
1
-100%
