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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 19
增持 59
减持 65
清仓 7
方向
标的
Δ市值
现股数(环比)
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$25.7M
7,398
-99%
增持
SGOV
ISHARES TR
+$18.4M
198,393
+1255%
增持
SCHO
SCHWAB STRATEGIC TR
+$14.1M
618,802
+87%
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
SCHX
SCHWAB STRATEGIC TR
+$7.8M
1,783,916
-3%
减持
VOO
VANGUARD INDEX FDS
+$4.5M
142,438
-3%
减持
IJH
ISHARES TR
+$3.0M
140,661
-2%
减持
—
ISHARES TR
-$2.9M
3,272
-97%
减持
SPY
SPDR S&P 500 ETF TR
+$2.7M
60,785
-1%
增持
SPMD
SPDR SER TR
+$2.6M
56,186
+2687%
增持
SPSM
SPDR SER TR
+$2.5M
121,396
+69%
增持
PJAN
INNOVATOR ETFS TR
+$2.0M
57,703
+1078%
减持
IVV
ISHARES TR
+$1.5M
43,003
-3%
增持
XSOE
WISDOMTREE TR
+$1.4M
291,143
+11%
增持
MSFT
MICROSOFT CORP
+$1.2M
18,928
+1%
减持
IJR
ISHARES TR
+$1.1M
111,486
-4%
增持
SPYM
SPDR SER TR
+$950.6K
19,976
+505%
清仓
PSEP
INNOVATOR ETFS TR
-$931.4K
0
-100%
减持
AMZN
AMAZON COM INC
+$796.1K
48,138
-6%
减持
VTI
VANGUARD INDEX FDS
+$757.0K
48,167
-4%
减持
VO
VANGUARD INDEX FDS
+$701.5K
32,959
-1%
增持
META
META PLATFORMS INC
+$636.0K
5,186
+30%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$572.8K
7,588
-19%
增持
LLY
ELI LILLY & CO
+$551.4K
4,288
+18%
增持
NVDA
NVIDIA CORPORATION
+$529.4K
2,172
+73%
减持
PAUG
INNOVATOR ETFS TR
-$518.6K
49,700
-29%
增持
PANW
PALO ALTO NETWORKS INC
+$437.0K
1,547
+1787%
增持
V
VISA INC
+$417.8K
11,344
+3%
增持
GOOGL
ALPHABET INC
+$376.2K
40,830
+0%
减持
DHR
DANAHER CORPORATION
-$366.9K
11,382
-6%
增持
SYK
STRYKER CORPORATION
+$342.7K
3,213
+42%
增持
NOW
SERVICENOW INC
+$336.4K
575
+360%
减持
AAPL
APPLE INC
+$326.6K
62,067
-9%
增持
NFLX
NETFLIX INC
+$324.8K
737
+719%
减持
UNH
UNITEDHEALTH GROUP INC
-$313.6K
2,624
-22%
减持
PEP
PEPSICO INC
-$309.5K
11,083
-15%
减持
HD
HOME DEPOT INC
+$309.3K
7,361
-1%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$301.7K
7,382
+21%
增持
SNPS
SYNOPSYS INC
+$299.4K
1,471
+47%
减持
IWM
ISHARES TR
+$297.8K
13,476
-1%
增持
RTX
RTX CORPORATION
+$291.4K
10,134
+30%
增持
LMT
LOCKHEED MARTIN CORP
+$284.5K
1,096
+111%
减持
JPM
JPMORGAN CHASE & CO
+$267.2K
20,481
-8%
清仓
PJUL
INNOVATOR ETFS TR
-$265.7K
0
-100%
增持
MLM
MARTIN MARIETTA MATLS INC
+$260.0K
2,936
+0%
增持
BNL
BROADSTONE NET LEASE INC
+$258.8K
42,999
+28%
增持
MPC
MARATHON PETE CORP
+$256.5K
1,744
+11527%
减持
AVGO
BROADCOM INC
+$256.3K
1,025
-4%
建仓
VLTO
VERALTO CORP
+$245.6K
2,983
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$237.5K
2,829
-24%
减持
MA
MASTERCARD INCORPORATED
-$229.9K
1,105
-38%
增持
DFAI
DIMENSIONAL ETF TRUST
+$228.8K
46,179
+10%
增持
IUSV
ISHARES TR
+$219.2K
13,795
+9%
减持
DHI
D R HORTON INC
+$218.2K
5,161
-2%
减持
VUG
VANGUARD INDEX FDS
+$204.8K
7,788
-4%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$204.6K
11,024
-17%
增持
MCO
MOODYS CORP
+$204.4K
2,743
+0%
建仓
—
ISHARES TR
+$201.9K
8,700
增持
NSC
NORFOLK SOUTHN CORP
+$197.3K
4,667
+1%
增持
CRM
SALESFORCE INC
+$195.7K
1,788
+32%
增持
ROK
ROCKWELL AUTOMATION INC
+$195.6K
2,837
+18%
减持
JNJ
JOHNSON & JOHNSON
-$189.1K
7,199
-15%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$186.2K
4,932
+21%
增持
ROP
ROPER TECHNOLOGIES INC
+$177.3K
1,329
+18%
增持
ADBE
ADOBE INC
+$177.0K
1,218
+13%
增持
TJX
TJX COS INC NEW
+$175.7K
7,507
+26%
增持
—
EXXON MOBIL CORP
-$167.5K
10,352
+1%
增持
MRK
MERCK & CO INC
+$162.2K
17,366
+3%
增持
TSLA
TESLA INC
+$162.2K
3,690
+22%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$162.1K
48,580
-2%
减持
IWF
ISHARES TR
+$156.3K
4,274
-0%
减持
AXP
AMERICAN EXPRESS CO
+$153.3K
4,121
-1%
清仓
GNRC
GENERAC HLDGS INC
-$150.5K
0
-100%
建仓
TYL
TYLER TECHNOLOGIES INC
+$144.7K
346
减持
INTC
INTEL CORP
+$142.2K
9,765
-0%
减持
TREX
TREX CO INC
+$141.7K
7,277
-3%
减持
EGP
EASTGROUP PPTYS INC
-$138.6K
714
-56%
减持
IWD
ISHARES TR
+$136.8K
16,052
-3%
增持
—
SANDY SPRING BANCORP INC
+$133.2K
6,239
+264%
减持
VTV
VANGUARD INDEX FDS
+$133.2K
12,224
-0%
建仓
MTN
VAIL RESORTS INC
+$130.9K
610
减持
PM
PHILIP MORRIS INTL INC
-$128.6K
1,017
-58%
减持
URI
UNITED RENTALS INC
+$127.5K
1,124
-3%
减持
VB
VANGUARD INDEX FDS
+$126.7K
11,301
-6%
减持
COST
COSTCO WHSL CORP NEW
-$123.5K
2,114
-22%
增持
ILMN
ILLUMINA INC
+$121.5K
1,074
+426%
增持
MTCH
MATCH GROUP INC NEW
+$121.3K
4,915
+231%
增持
SNOW
SNOWFLAKE INC
+$120.0K
614
+4286%
减持
PNC
PNC FINL SVCS GROUP INC
-$118.7K
342
-76%
建仓
REGN
REGENERON PHARMACEUTICALS
+$117.7K
134
建仓
IBHH
ISHARES TR
+$116.5K
5,000
建仓
—
ISHARES TR
+$115.5K
5,000
增持
SCHA
SCHWAB STRATEGIC TR
+$115.5K
14,382
+6%
建仓
IBHF
ISHARES TR
+$114.6K
5,000
减持
PFE
PFIZER INC
-$114.1K
17,018
-7%
减持
—
ACCENTURE PLC IRELAND
+$113.4K
2,891
-1%
增持
CMG
CHIPOTLE MEXICAN GRILL INC
+$112.5K
231
+2%
建仓
CDNS
CADENCE DESIGN SYSTEM INC
+$112.2K
412
建仓
IBHG
ISHARES TR
+$111.0K
5,000
建仓
JBL
JABIL INC
+$109.3K
858
增持
—
CRISPR THERAPEUTICS AG
+$106.6K
1,797
+1282%
减持
—
LABORATORY CORP AMER HLDGS
+$106.3K
5,985
-4%
减持
SCHB
SCHWAB STRATEGIC TR
+$105.5K
19,145
-1%
建仓
PFFV
GLOBAL X FDS
+$104.2K
4,500
减持
—
EATON CORP PLC
+$102.7K
4,512
-2%
清仓
GSST
GOLDMAN SACHS ETF TR
-$99.9K
0
-100%
减持
MCD
MCDONALDS CORP
+$99.1K
6,327
-6%
减持
SCHF
SCHWAB STRATEGIC TR
+$98.8K
35,855
-1%
减持
CSCO
CISCO SYS INC
-$94.4K
18,789
-3%
增持
—
BLACKROCK INC
+$93.1K
450
+7%
增持
GOOG
ALPHABET INC
+$91.9K
6,855
+3%
减持
LHX
L3HARRIS TECHNOLOGIES INC
-$91.0K
703
-49%
减持
MAR
MARRIOTT INTL INC NEW
+$90.6K
3,294
-1%
增持
LOW
LOWES COS INC
+$89.9K
1,617
+24%
增持
UNP
UNION PAC CORP
+$83.5K
1,843
+2%
增持
AMGN
AMGEN INC
+$82.3K
2,541
+5%
减持
DUK
DUKE ENERGY CORP NEW
-$82.3K
11,169
-15%
增持
IVE
ISHARES TR
+$81.9K
1,690
+23%
减持
VBK
VANGUARD INDEX FDS
+$79.0K
3,031
-1%
增持
AMT
AMERICAN TOWER CORP NEW
+$78.3K
1,233
+7%
增持
HON
HONEYWELL INTL INC
+$77.7K
3,030
+0%
增持
WFC
WELLS FARGO CO NEW
+$74.4K
8,734
+0%
增持
J
JACOBS SOLUTIONS INC
+$72.9K
2,213
+41%
建仓
OC
OWENS CORNING NEW
+$70.4K
475
减持
SCHW
SCHWAB CHARLES CORP
+$70.1K
5,171
-1%
减持
TGT
TARGET CORP
+$68.6K
2,209
-1%
建仓
BLDR
BUILDERS FIRSTSOURCE INC
+$67.1K
402
建仓
MATX
MATSON INC
+$65.8K
600
建仓
PNOV
INNOVATOR ETFS TR
+$65.1K
1,890
减持
APD
AIR PRODS & CHEMS INC
-$63.0K
3,062
-4%
减持
BX
BLACKSTONE INC
+$62.3K
2,632
-0%
减持
AMAT
APPLIED MATLS INC
+$61.9K
4,047
-6%
建仓
AYI
ACUITY BRANDS INC
+$61.4K
300
建仓
EXP
EAGLE MATLS INC
+$60.9K
300
建仓
WSM
WILLIAMS SONOMA INC
+$60.5K
300
减持
JEPI
J P MORGAN EXCHANGE TRADED F
+$60.5K
109,754
-2%
增持
BA
BOEING CO
+$59.2K
828
+1%
减持
ELV
ELEVANCE HEALTH INC
+$59.0K
1,658
-0%
增持
APH
AMPHENOL CORP NEW
+$59.0K
3,584
+2%
增持
—
ARCH CAP GROUP LTD
-$57.7K
10,671
+0%
减持
DLTR
DOLLAR TREE INC
+$57.4K
1,753
-3%
减持
SCHM
SCHWAB STRATEGIC TR
+$56.6K
7,718
-0%
增持
YUM
YUM BRANDS INC
+$56.4K
9,795
+0%
清仓
HDV
ISHARES TR
-$55.5K
0
-100%
减持
DVN
DEVON ENERGY CORP NEW
-$54.8K
8
-99%
清仓
—
ETF MANAGERS TR
-$54.4K
0
-100%
减持
VBR
VANGUARD INDEX FDS
+$54.3K
3,195
-2%
减持
DIS
DISNEY WALT CO
-$53.1K
2,705
-26%
减持
XLE
SELECT SECTOR SPDR TR
-$52.7K
2,520
-14%
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$50.7K
0
-100%
增持
FAST
FASTENAL CO
+$50.6K
4,964
+0%
