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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 11
增持 43
减持 92
清仓 4
方向
标的
Δ市值
现股数(环比)
减持
—
ISHARES TR
-$7.5M
4,618
-99%
减持
SCHX
SCHWAB STRATEGIC TR
+$5.7M
1,870,225
-2%
增持
—
ISHARES TR
+$5.0M
247,926
+574%
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。
减持
VOO
VANGUARD INDEX FDS
+$4.3M
149,639
-1%
增持
IVV
ISHARES TR
+$2.5M
43,630
+6%
增持
IJH
ISHARES TR
+$2.0M
142,318
+1%
减持
AAPL
APPLE INC
+$1.9M
71,090
-1%
减持
SPY
SPDR S&P 500 ETF TR
+$1.7M
62,541
-2%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$1.6M
906,874
-3%
减持
AMZN
AMAZON COM INC
+$1.4M
51,446
-1%
增持
MSFT
MICROSOFT CORP
+$1.0M
17,247
+2%
增持
GOOGL
ALPHABET INC
+$785.0K
39,329
+4%
减持
VTI
VANGUARD INDEX FDS
+$624.3K
54,316
-2%
减持
MINT
PIMCO ETF TR
-$534.6K
8,717
-38%
增持
DFAI
DIMENSIONAL ETF TRUST
+$483.0K
29,300
+149%
增持
KNSL
KINSALE CAP GROUP INC
+$462.5K
1,751
+173%
增持
XSOE
WISDOMTREE TR
+$461.9K
243,854
+7%
减持
BNL
BROADSTONE NET LEASE INC
-$391.5K
49,524
-27%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$369.6K
56,373
-14%
建仓
PMAY
INNOVATOR ETFS TR
+$352.9K
11,823
减持
NEE
NEXTERA ENERGY INC
-$321.3K
23,930
-12%
减持
LLY
LILLY ELI & CO
+$311.6K
3,554
-10%
增持
NVDA
NVIDIA CORPORATION
+$309.4K
1,290
+52%
增持
TSLA
TESLA INC
+$309.0K
3,016
+30%
减持
JPM
JPMORGAN CHASE & CO
+$303.3K
22,355
-1%
增持
SPSM
SPDR SER TR
+$290.8K
59,195
+11%
减持
ABBV
ABBVIE INC
-$289.1K
7,529
-8%
减持
META
META PLATFORMS INC
+$272.6K
4,022
-3%
增持
CMG
CHIPOTLE MEXICAN GRILL INC
+$268.6K
223
+83%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$258.2K
9,440
-2%
减持
AVGO
BROADCOM INC
+$251.8K
1,302
-5%
减持
VO
VANGUARD INDEX FDS
+$240.6K
33,257
-1%
减持
IJR
ISHARES TR
+$237.5K
117,220
-1%
减持
DHR
DANAHER CORPORATION
-$201.9K
12,288
-2%
建仓
PJUL
INNOVATOR ETFS TR
+$200.2K
5,850
建仓
ESGV
VANGUARD WORLD FD
+$182.6K
2,330
增持
VMC
VULCAN MATLS CO
+$181.9K
1,796
+38%
减持
KMI
KINDER MORGAN INC DEL
-$181.0K
34,247
-22%
减持
RODM
LATTICE STRATEGIES TR
-$174.9K
7,875
-46%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$163.2K
109,984
+1%
增持
SHOP
SHOPIFY INC
+$157.5K
3,700
+118%
建仓
EMC
GLOBAL X FDS
+$152.9K
6,131
增持
TREX
TREX CO INC
+$145.8K
7,477
+6%
减持
PFE
PFIZER INC
-$144.2K
18,212
-9%
减持
BALL
BALL CORP
-$138.7K
1,288
-67%
建仓
—
ARISTA NETWORKS INC
+$129.6K
800
清仓
FBIN
FORTUNE BRANDS INNOVATIONS I
-$125.0K
0
-100%
增持
SNPS
SYNOPSYS INC
+$120.5K
998
+23%
减持
DHI
D R HORTON INC
+$115.7K
5,268
-2%
减持
PG
PROCTER AND GAMBLE CO
-$113.0K
6,326
-12%
减持
—
EATON CORP PLC
+$110.6K
4,613
-3%
减持
MRK
MERCK & CO INC
+$106.9K
17,117
-3%
减持
UPS
UNITED PARCEL SERVICE INC
-$104.4K
4,384
-4%
减持
IWM
ISHARES TR
+$103.0K
13,622
-1%
减持
V
VISA INC
+$100.0K
11,190
-1%
减持
COST
COSTCO WHSL CORP NEW
+$99.6K
2,748
-1%
增持
IWD
ISHARES TR
+$98.4K
16,768
+0%
建仓
PAYC
PAYCOM SOFTWARE INC
+$96.4K
300
减持
VB
VANGUARD INDEX FDS
+$96.2K
12,001
-1%
增持
AMAT
APPLIED MATLS INC
+$94.7K
4,283
+0%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$91.1K
13,691
-2%
减持
ORCL
ORACLE CORP
+$85.4K
4,204
-6%
清仓
IWB
ISHARES TR
-$84.5K
0
-100%
减持
HD
HOME DEPOT INC
+$82.5K
7,600
-2%
增持
LEU
CENTRUS ENERGY CORP
+$82.3K
5,000
+100%
减持
MCD
MCDONALDS CORP
+$81.7K
6,946
-2%
减持
DIS
DISNEY WALT CO
-$81.5K
2,967
-14%
减持
TFC
TRUIST FINL CORP
-$81.3K
7,315
-18%
减持
DVY
ISHARES TR
-$81.2K
5,295
-9%
减持
PEP
PEPSICO INC
-$78.7K
12,892
-5%
增持
IUSV
ISHARES TR
+$76.7K
12,599
+2%
建仓
ODFL
OLD DOMINION FREIGHT LINE IN
+$74.0K
200
减持
GOOG
ALPHABET INC
+$73.8K
6,830
-6%
减持
SCHB
SCHWAB STRATEGIC TR
+$72.3K
19,547
-0%
减持
PNC
PNC FINL SVCS GROUP INC
-$69.1K
1,398
-28%
减持
NSC
NORFOLK SOUTHN CORP
+$68.2K
4,694
-0%
建仓
TEAM
ATLASSIAN CORPORATION
+$67.1K
400
增持
IEMG
ISHARES INC
+$66.5K
23,150
+5%
减持
PPG
PPG INDS INC
-$65.1K
260
-66%
减持
YUM
YUM BRANDS INC
+$62.7K
9,792
-0%
减持
—
ACCENTURE PLC IRELAND
+$62.5K
3,034
-1%
减持
USB
US BANCORP DEL
-$60.4K
1,883
-44%
增持
DUK
DUKE ENERGY CORP NEW
-$60.3K
13,828
+3%
减持
AMGN
AMGEN INC
-$60.0K
2,292
-3%
减持
APD
AIR PRODS & CHEMS INC
-$59.5K
3,107
-10%
增持
CVS
CVS HEALTH CORP
+$58.1K
3,295
+44%
增持
MTCH
MATCH GROUP INC NEW
+$54.8K
1,574
+445%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$54.1K
768
-3%
增持
NVS
NOVARTIS AG
+$52.6K
1,076
+77%
减持
HON
HONEYWELL INTL INC
+$48.5K
3,028
-0%
减持
VTV
VANGUARD INDEX FDS
+$47.7K
12,300
-0%
增持
WFC
WELLS FARGO CO NEW
+$47.5K
8,701
+0%
减持
IWF
ISHARES TR
+$46.0K
4,192
-8%
减持
CMCSA
COMCAST CORP NEW
+$45.1K
14,483
-1%
减持
ROP
ROPER TECHNOLOGIES INC
+$42.8K
1,144
-1%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$42.7K
8,304
+6%
建仓
ALGN
ALIGN TECHNOLOGY INC
+$42.4K
120
减持
DES
WISDOMTREE TR
-$42.2K
2,590
-37%
增持
LOW
LOWES COS INC
+$41.8K
1,562
+1%
减持
GNRC
GENERAC HLDGS INC
+$41.7K
1,381
-9%
减持
MMM
3M CO
-$41.4K
1,632
-16%
增持
MELI
MERCADOLIBRE INC
+$41.3K
184
+37%
减持
GSST
GOLDMAN SACHS ETF TR
-$41.1K
19,480
-4%
减持
VBK
VANGUARD INDEX FDS
+$40.4K
3,178
-0%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$39.9K
17,480
+8%
减持
BNY
BANK NEW YORK MELLON CORP
-$36.5K
2,605
-22%
减持
SYK
STRYKER CORPORATION
+$35.3K
2,235
-1%
减持
ROK
ROCKWELL AUTOMATION INC
+$34.1K
2,340
-7%
减持
AMD
ADVANCED MICRO DEVICES INC
-$33.7K
652
-41%
减持
UBSI
UNITED BANKSHARES INC WEST V
-$33.7K
5,971
-0%
增持
UAA
UNDER ARMOUR INC
+$33.5K
5,018
+27778%
减持
MAR
MARRIOTT INTL INC NEW
+$33.5K
3,288
-4%
减持
CSX
CSX CORP
+$32.0K
9,310
-2%
减持
BKNG
BOOKING HOLDINGS INC
-$32.0K
52
-20%
减持
TJX
TJX COS INC NEW
+$31.7K
6,619
-2%
减持
CL
COLGATE PALMOLIVE CO
-$31.7K
3,724
-12%
清仓
WSBC
WESBANCO INC
-$31.1K
0
-100%
增持
ISRG
INTUITIVE SURGICAL INC
+$30.1K
310
+4%
减持
VLO
VALERO ENERGY CORP
-$30.1K
850
-9%
减持
DGRO
ISHARES TR
-$29.4K
5,239
-13%
减持
ABT
ABBOTT LABS
-$28.1K
3,382
-14%
减持
AXP
AMERICAN EXPRESS CO
+$27.5K
4,096
-2%
增持
SCHM
SCHWAB STRATEGIC TR
+$27.2K
8,287
+0%
减持
UNH
UNITEDHEALTH GROUP INC
-$26.6K
3,270
-3%
减持
SCHF
SCHWAB STRATEGIC TR
+$25.9K
36,150
-0%
增持
SCHA
SCHWAB STRATEGIC TR
+$25.8K
13,665
+0%
增持
WMT
WALMART INC
+$25.7K
2,064
+2%
减持
SEDG
SOLAREDGE TECHNOLOGIES INC
-$25.2K
634
-2%
减持
PLD
PROLOGIS INC.
-$24.6K
425
-31%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
+$24.5K
3,990
-2%
减持
PH
PARKER-HANNIFIN CORP
+$23.8K
522
-2%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$23.0K
3
-100%
建仓
—
NV5 GLOBAL INC
+$22.2K
200
建仓
—
SPLUNK INC
+$21.2K
200
减持
VBR
VANGUARD INDEX FDS
+$19.7K
3,285
-0%
增持
VZ
VERIZON COMMUNICATIONS INC
+$18.5K
4,476
+18%
减持
KO
COCA COLA CO
-$17.7K
8,584
-0%
清仓
MBC
MASTERBRAND INC
-$17.1K
0
-100%
增持
ITW
ILLINOIS TOOL WKS INC
+$16.8K
785
+6%
增持
AES
AES CORP
-$16.6K
5,356
+1%
减持
PSA
PUBLIC STORAGE
-$16.5K
488
-7%
增持
CVX
CHEVRON CORP NEW
+$16.2K
3,600
+7%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$16.0K
47,203
-2%
增持
GEHC
GE HEALTHCARE TECHNOLOGIES I
+$15.7K
899
+29%
减持
IVW
ISHARES TR
-$15.5K
754
-30%
减持
BAX
BAXTER INTL INC
-$15.4K
240
-63%
减持
CAT
CATERPILLAR INC
+$15.3K
1,833
-4%
减持
BAC
BANK AMERICA CORP
-$15.3K
9,935
-5%
增持
BOC
BOSTON OMAHA CORP
+$14.8K
1,833
+120%
增持
—
EQUITY COMWLTH
+$14.7K
1,941
+40%
