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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 10
增持 47
减持 87
清仓 6
方向
标的
Δ市值
现股数(环比)
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$19.4M
519,956
-43%
增持
SCHO
SCHWAB STRATEGIC TR
+$15.8M
330,764
+32976%
减持
SCHX
SCHWAB STRATEGIC TR
-$5.2M
1,833,370
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。
-2%
减持
VOO
VANGUARD INDEX FDS
-$3.5M
146,363
-2%
减持
—
ISHARES TR
-$2.9M
125,710
-49%
建仓
PAUG
INNOVATOR ETFS TR
+$2.2M
70,117
减持
AAPL
APPLE INC
-$2.2M
67,888
-5%
减持
EGP
EASTGROUP PPTYS INC
-$1.7M
1,619
-86%
减持
SPY
SPDR S&P 500 ETF TR
-$1.5M
61,415
-2%
建仓
SGOV
ISHARES TR
+$1.5M
14,642
减持
VTI
VANGUARD INDEX FDS
-$1.3M
50,229
-8%
增持
IJH
ISHARES TR
-$1.2M
143,863
+1%
清仓
PFEB
INNOVATOR ETFS TR
-$1.1M
0
-100%
建仓
PSEP
INNOVATOR ETFS TR
+$931.4K
28,748
减持
GSST
GOLDMAN SACHS ETF TR
-$872.2K
2,000
-90%
减持
MINT
PIMCO ETF TR
-$836.1K
335
-96%
增持
JMSB
JOHN MARSHALL BANCORP INC
-$775.5K
333,980
+1%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$763.0K
2,387
-94%
减持
IJR
ISHARES TR
-$728.5K
115,613
-1%
增持
GOOGL
ALPHABET INC
+$619.6K
40,710
+4%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$438.4K
49,517
-12%
清仓
PMAR
INNOVATOR ETFS TR
-$432.3K
0
-100%
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$423.5K
0
-100%
减持
NEE
NEXTERA ENERGY INC
-$423.2K
23,607
-1%
清仓
BSV
VANGUARD BD INDEX FDS
-$416.6K
0
-100%
增持
IVV
ISHARES TR
-$415.1K
44,141
+1%
清仓
—
MAGELLAN MIDSTREAM PRTNRS LP
-$368.4K
0
-100%
增持
SPSM
SPDR SER TR
+$359.1K
72,039
+22%
增持
VO
VANGUARD INDEX FDS
-$355.8K
33,452
+1%
减持
MCD
MCDONALDS CORP
-$295.9K
6,745
-3%
增持
DFAI
DIMENSIONAL ETF TRUST
+$293.3K
41,891
+43%
减持
BNL
BROADSTONE NET LEASE INC
-$284.0K
33,614
-32%
增持
LLY
ELI LILLY & CO
+$281.4K
3,627
+2%
减持
—
LABORATORY CORP AMER HLDGS
-$269.6K
6,238
-1%
减持
RTX
RTX CORPORATION
-$252.2K
7,799
-6%
减持
MRK
MERCK & CO INC
-$243.9K
16,817
-2%
减持
AVGO
BROADCOM INC
-$241.5K
1,069
-18%
减持
AMZN
AMAZON COM INC
-$188.6K
51,274
-0%
增持
PEP
PEPSICO INC
-$183.8K
13,008
+1%
增持
XSOE
WISDOMTREE TR
+$179.5K
262,289
+8%
减持
NSC
NORFOLK SOUTHN CORP
-$158.5K
4,600
-2%
减持
IWM
ISHARES TR
-$144.1K
13,555
-0%
增持
SPYM
SPDR SER TR
+$141.0K
3,303
+588%
增持
AMGN
AMGEN INC
+$140.7K
2,417
+5%
减持
IWD
ISHARES TR
-$130.7K
16,482
-2%
增持
UNH
UNITEDHEALTH GROUP INC
+$122.9K
3,361
+3%
减持
V
VISA INC
-$121.8K
11,024
-1%
减持
HD
HOME DEPOT INC
-$119.0K
7,419
-2%
增持
ABBV
ABBVIE INC
+$116.5K
7,587
+1%
增持
—
EXXON MOBIL CORP
+$114.8K
10,227
+1%
增持
CVX
CHEVRON CORP NEW
+$111.7K
4,022
+12%
减持
JNJ
JOHNSON & JOHNSON
-$109.6K
8,459
-2%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$105.6K
3,728
+4%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$105.3K
13,271
-3%
减持
AMT
AMERICAN TOWER CORP NEW
-$104.2K
1,154
-23%
增持
VB
VANGUARD INDEX FDS
-$102.7K
12,081
+1%
增持
UPS
UNITED PARCEL SERVICE INC
-$101.7K
4,389
+0%
增持
AXP
AMERICAN EXPRESS CO
-$94.8K
4,147
+1%
减持
SPDW
SPDR INDEX SHS FDS
-$91.9K
2,663
-50%
减持
RODM
LATTICE STRATEGIES TR
-$91.0K
4,532
-42%
减持
SEDG
SOLAREDGE TECHNOLOGIES INC
-$88.6K
633
-0%
建仓
SPMD
SPDR SER TR
+$88.3K
2,016
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$87.5K
46,742
-1%
减持
VUG
VANGUARD INDEX FDS
-$87.0K
8,139
-0%
增持
ROK
ROCKWELL AUTOMATION INC
-$85.7K
2,397
+2%
减持
LOW
LOWES COS INC
-$82.6K
1,299
-17%
减持
—
BLACKROCK INC
-$78.2K
421
-17%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
-$77.7K
112,168
+2%
减持
—
ISHARES TR
-$76.8K
1,523
-67%
减持
VBK
VANGUARD INDEX FDS
-$76.4K
3,052
-4%
减持
DUK
DUKE ENERGY CORP NEW
-$74.8K
13,212
-4%
减持
MCHP
MICROCHIP TECHNOLOGY INC.
-$71.6K
4,342
-5%
减持
HON
HONEYWELL INTL INC
-$70.6K
3,019
-0%
减持
ORCL
ORACLE CORP
-$66.8K
4,096
-3%
减持
D
DOMINION ENERGY INC
-$66.7K
1,664
-39%
增持
PJUL
INNOVATOR ETFS TR
+$65.5K
7,884
+35%
减持
SCHM
SCHWAB STRATEGIC TR
-$63.9K
7,753
-6%
减持
SCHF
SCHWAB STRATEGIC TR
-$62.4K
36,112
-0%
增持
SYK
STRYKER CORPORATION
-$62.4K
2,267
+1%
增持
CMG
CHIPOTLE MEXICAN GRILL INC
-$61.2K
227
+2%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$60.1K
9,361
-1%
减持
—
WALGREENS BOOTS ALLIANCE INC
-$59.9K
3,650
-26%
减持
COST
COSTCO WHSL CORP NEW
+$58.9K
2,723
-1%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$58.2K
6,092
-1%
增持
DLTR
DOLLAR TREE INC
-$58.1K
1,800
+3%
减持
—
DISCOVER FINL SVCS
-$56.9K
793
-26%
减持
VTV
VANGUARD INDEX FDS
-$53.5K
12,284
-0%
减持
TGT
TARGET CORP
-$52.7K
2,225
-2%
减持
SCHB
SCHWAB STRATEGIC TR
-$50.3K
19,263
-1%
减持
DHR
DANAHER CORPORATION
+$50.3K
12,102
-2%
增持
—
CHUBB LIMITED
+$49.6K
1,672
+8%
增持
DE
DEERE & CO
+$48.6K
330
+76%
增持
MAR
MARRIOTT INTL INC NEW
+$48.2K
3,318
+1%
减持
GOOG
ALPHABET INC
+$47.9K
6,630
-3%
增持
SCHD
SCHWAB STRATEGIC TR
+$47.5K
2,010
+54%
增持
MSFT
MICROSOFT CORP
+$46.7K
18,749
+9%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$46.3K
534
+136%
减持
META
META PLATFORMS INC
+$45.4K
3,996
-1%
减持
DVY
ISHARES TR
-$44.5K
5,105
-4%
减持
LDOS
LEIDOS HOLDINGS INC
-$44.4K
1,496
-27%
减持
IWN
ISHARES TR
-$44.2K
3,047
-7%
建仓
FTRE
FORTREA HLDGS INC
+$43.5K
1,522
减持
NOC
NORTHROP GRUMMAN CORP
-$42.7K
1,625
-2%
增持
BX
BLACKSTONE INC
+$42.0K
2,635
+2%
减持
TROW
PRICE T ROWE GROUP INC
-$40.9K
1,025
-23%
增持
QQQ
INVESCO QQQ TR
+$40.2K
405
+43%
减持
PYPL
PAYPAL HLDGS INC
-$38.6K
1,010
-31%
增持
ABT
ABBOTT LABS
-$38.5K
3,409
+1%
减持
KO
COCA COLA CO
-$38.0K
8,557
-0%
减持
VZ
VERIZON COMMUNICATIONS INC
-$36.7K
4,003
-11%
减持
CSX
CSX CORP
-$36.0K
9,155
-2%
增持
DON
WISDOMTREE TR
+$35.9K
2,863
+48%
减持
—
ACCENTURE PLC IRELAND
-$35.2K
2,934
-3%
减持
—
MEDTRONIC PLC
-$34.6K
3,101
-2%
减持
JPM
JPMORGAN CHASE & CO
-$34.6K
22,181
-1%
减持
SCHA
SCHWAB STRATEGIC TR
-$34.6K
13,615
-0%
减持
UAA
UNDER ARMOUR INC
-$33.6K
9
-100%
增持
DIS
DISNEY WALT CO
+$33.0K
3,676
+24%
增持
DGX
QUEST DIAGNOSTICS INC
-$32.7K
1,759
+0%
减持
TJX
TJX COS INC NEW
-$32.7K
5,947
-10%
建仓
VTIP
VANGUARD MALVERN FDS
+$32.2K
680
建仓
SPIB
SPDR SER TR
+$31.4K
999
减持
IWC
ISHARES TR
-$31.4K
481
-34%
建仓
KVUE
KENVUE INC
+$30.1K
1,500
增持
APD
AIR PRODS & CHEMS INC
-$29.5K
3,180
+2%
减持
TRV
TRAVELERS COMPANIES INC
-$27.9K
1,770
-3%
增持
APH
AMPHENOL CORP NEW
+$27.7K
3,528
+12%
减持
CSCO
CISCO SYS INC
+$27.5K
19,413
-1%
减持
—
ACTIVISION BLIZZARD INC
-$27.5K
330
-52%
增持
PG
PROCTER AND GAMBLE CO
-$27.4K
6,393
+1%
减持
CMCSA
COMCAST CORP NEW
+$27.1K
14,183
-2%
减持
T
AT&T INC
-$26.7K
3,297
-31%
减持
TXN
TEXAS INSTRS INC
-$26.5K
1,032
-3%
增持
USB
US BANCORP DEL
+$26.5K
2,671
+42%
建仓
GSG
ISHARES S&P GSCI COMMODITY-
+$25.8K
1,144
增持
XLV
SELECT SECTOR SPDR TR
+$25.2K
513
+67%
增持
AMAT
APPLIED MATLS INC
-$25.1K
4,290
+0%
减持
URI
UNITED RENTALS INC
-$24.1K
1,163
-4%
减持
EMC
GLOBAL X FDS
-$23.2K
5,462
-11%
减持
MO
ALTRIA GROUP INC
-$23.0K
2,856
-10%
减持
VBR
VANGUARD INDEX FDS
-$22.6K
3,265
-1%
减持
J
JACOBS SOLUTIONS INC
+$21.7K
1,570
-3%
减持
BOC
BOSTON OMAHA CORP
-$20.8K
833
-55%
减持
VNQ
VANGUARD INDEX FDS
-$20.5K
227
-49%
减持
COF
CAPITAL ONE FINL CORP
-$19.5K
1,140
-4%
清仓
CNRG
SPDR SER TR
-$19.5K
0
-100%
减持
CAT
CATERPILLAR INC
+$19.4K
1,723
-6%
建仓
ET
ENERGY TRANSFER L P
+$18.9K
1,344
增持
IEMG
ISHARES INC
-$18.7K
23,585
+2%
增持
GLD
SPDR GOLD TR
+$17.7K
406
+40%
