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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 18
增持 68
减持 54
清仓 10
方向
标的
Δ市值
现股数(环比)
增持
SGOV
ISHARES TR
+$15.0M
346,608
+75%
增持
VYM
VANGUARD WHITEHALL FDS
+$10.7M
93,825
+1559%
减持
SCHX
SCHWAB STRATEGIC TR
+$8.9M
1,764,693
-1%
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
IVV
ISHARES TR
+$6.7M
51,884
+21%
增持
SCHO
SCHWAB STRATEGIC TR
+$6.7M
761,457
+23%
增持
IJH
ISHARES TR
+$5.9M
738,885
+425%
建仓
VTIP
VANGUARD MALVERN FDS
+$5.8M
120,333
减持
VOO
VANGUARD INDEX FDS
+$5.5M
140,822
-1%
增持
AGG
ISHARES TR
+$5.4M
54,859
+219336%
增持
EFA
ISHARES TR
+$4.8M
62,259
+2707%
建仓
IDV
ISHARES TR
+$4.1M
144,764
建仓
SHYG
ISHARES TR
+$3.1M
73,023
建仓
IAU
ISHARES GOLD TR
+$3.0M
71,042
建仓
VCIT
VANGUARD SCOTTSDALE FDS
+$2.8M
34,835
建仓
ICF
ISHARES TR
+$2.6M
45,538
增持
PJAN
INNOVATOR ETFS TRUST
+$1.9M
102,816
+78%
增持
IWM
ISHARES TR
+$1.8M
21,579
+60%
减持
SPY
SPDR S&P 500 ETF TR
+$1.7M
58,523
-4%
清仓
PAUG
INNOVATOR ETFS TR
-$1.7M
0
-100%
增持
VBR
VANGUARD INDEX FDS
+$1.7M
11,600
+263%
建仓
KXI
ISHARES TR
+$1.6M
26,941
建仓
PICK
ISHARES INC
+$1.6M
38,524
减持
AAPL
APPLE INC
-$1.4M
61,621
-1%
增持
GDX
VANECK ETF TRUST
+$1.3M
41,437
+828640%
增持
SPYM
SPDR SER TR
+$1.3M
38,497
+93%
建仓
VHT
VANGUARD WORLD FD
+$1.0M
3,705
增持
MSFT
MICROSOFT CORP
+$908.7K
19,077
+1%
减持
AMZN
AMAZON COM INC
+$884.0K
45,449
-6%
增持
SLV
ISHARES SILVER TR
+$795.5K
35,924
+3492%
建仓
GDXJ
VANECK ETF TRUST
+$785.5K
20,276
建仓
DAPP
VANECK ETF TRUST
+$761.0K
65,321
减持
LLY
ELI LILLY & CO
+$754.6K
4,183
-2%
减持
NVDA
NVIDIA CORPORATION
+$733.2K
2,002
-8%
增持
JPM
JPMORGAN CHASE & CO
+$703.4K
20,905
+2%
减持
META
META PLATFORMS INC
+$629.2K
5,076
-2%
减持
VO
VANGUARD INDEX FDS
+$542.6K
32,859
-0%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$537.1K
7,713
+2%
增持
MRK
MERCK & CO INC
+$531.7K
18,379
+6%
建仓
VOOG
VANGUARD ADMIRAL FDS INC
+$526.9K
1,729
增持
VOE
VANGUARD INDEX FDS
+$423.6K
2,885
+1503%
减持
GOOGL
ALPHABET INC
+$395.8K
40,412
-1%
增持
MLM
MARTIN MARIETTA MATLS INC
+$377.6K
3,001
+2%
减持
TSLA
TESLA INC
-$372.1K
3,099
-16%
增持
VOT
VANGUARD INDEX FDS
+$365.2K
1,667
+1213%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$339.9K
655
-91%
增持
—
EXXON MOBIL CORP
+$323.5K
11,687
+13%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$321.1K
110,427
+1%
清仓
SHM
SPDR SER TR
-$309.8K
0
-100%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$293.7K
25,850
+48%
减持
SPSM
SPDR SER TR
-$285.9K
112,327
-7%
增持
JNJ
JOHNSON & JOHNSON
+$280.2K
8,904
+24%
减持
BRO
BROWN & BROWN INC
+$278.6K
16,980
-0%
增持
DIS
DISNEY WALT CO
+$269.0K
4,199
+55%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$264.6K
8,440
+14%
减持
VUG
VANGUARD INDEX FDS
+$254.3K
7,773
-0%
增持
SYK
STRYKER CORPORATION
+$237.5K
3,352
+4%
增持
ABBV
ABBVIE INC
+$224.0K
7,584
+2%
减持
HD
HOME DEPOT INC
+$222.3K
7,230
-2%
减持
IWD
ISHARES TR
+$213.9K
16,004
-0%
清仓
—
ISHARES TR
-$201.9K
0
-100%
增持
PG
PROCTER AND GAMBLE CO
+$194.0K
6,987
+9%
减持
—
ARCH CAP GROUP LTD
+$193.4K
10,666
-0%
增持
GE
GENERAL ELECTRIC CO
+$190.6K
2,002
+59%
减持
DHR
DANAHER CORPORATION
+$190.5K
11,306
-1%
减持
AMAT
APPLIED MATLS INC
+$177.3K
4,040
-0%
增持
RTX
RTX CORPORATION
+$175.4K
10,541
+4%
增持
NOC
NORTHROP GRUMMAN CORP
+$174.6K
1,958
+20%
减持
SPMD
SPDR SER TR
+$172.4K
54,551
-3%
减持
URI
UNITED RENTALS INC
+$165.3K
1,123
-0%
增持
FAST
FASTENAL CO
+$160.0K
6,242
+26%
增持
COST
COSTCO WHSL CORP NEW
+$159.2K
2,148
+2%
增持
IWS
ISHARES TR
+$157.9K
1,310
+2326%
增持
ORCL
ORACLE CORP
+$148.5K
4,579
+13%
减持
AXP
AMERICAN EXPRESS CO
+$148.1K
4,041
-2%
建仓
COO
COOPER COS INC
+$146.1K
1,440
减持
VTV
VANGUARD INDEX FDS
+$145.9K
12,117
-1%
增持
MA
MASTERCARD INCORPORATED
+$144.6K
1,279
+16%
增持
TJX
TJX COS INC NEW
+$143.4K
8,358
+11%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$138.6K
49,145
+1%
增持
LOW
LOWES COS INC
+$137.6K
1,953
+21%
清仓
—
COOPER COS INC
-$136.6K
0
-100%
增持
DFAI
DIMENSIONAL ETF TRUST
+$133.6K
48,185
+4%
减持
VB
VANGUARD INDEX FDS
+$130.6K
11,118
-2%
减持
CMG
CHIPOTLE MEXICAN GRILL INC
+$128.6K
226
-2%
减持
APD
AIR PRODS & CHEMS INC
-$125.3K
2,945
-4%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$123.8K
1,216
+83%
建仓
IFGL
ISHARES TR
+$118.0K
5,547
减持
XSOE
WISDOMTREE TR
+$117.0K
289,384
-1%
清仓
IBHH
ISHARES TR
-$116.5K
0
-100%
清仓
—
ISHARES TR
-$115.5K
0
-100%
清仓
IBHF
ISHARES TR
-$114.6K
0
-100%
减持
ADBE
ADOBE INC
-$114.1K
1,214
-0%
增持
DGRO
ISHARES TR
+$113.9K
7,064
+28%
减持
CAT
CATERPILLAR INC
+$111.5K
1,702
-2%
清仓
IBHG
ISHARES TR
-$111.0K
0
-100%
增持
KMI
KINDER MORGAN INC DEL
+$110.9K
37,062
+15%
减持
UNH
UNITEDHEALTH GROUP INC
-$110.1K
2,570
-2%
增持
NEE
NEXTERA ENERGY INC
+$107.4K
22,234
+3%
增持
SCHB
SCHWAB STRATEGIC TR
+$105.2K
19,181
+0%
清仓
PFFV
GLOBAL X FDS
-$104.2K
0
-100%
减持
TREX
TREX CO INC
+$103.5K
7,077
-3%
增持
MAS
MASCO CORP
+$101.5K
2,348
+88%
减持
AVGO
BROADCOM INC
+$96.4K
936
-9%
增持
CRM
SALESFORCE INC
+$95.8K
1,879
+5%
增持
GOOG
ALPHABET INC
+$95.2K
6,970
+2%
减持
MCD
MCDONALDS CORP
-$93.8K
6,321
-0%
减持
MPC
MARATHON PETE CORP
+$92.1K
1,741
-0%
增持
BKNG
BOOKING HOLDINGS INC
+$90.1K
61
+65%
增持
—
BROOKFIELD INFRAST PARTNERS
+$88.8K
3,200
+814%
减持
NFLX
NETFLIX INC
+$86.3K
733
-1%
减持
IUSV
ISHARES TR
+$83.6K
13,787
-0%
减持
DON
WISDOMTREE TR
-$83.1K
570
-77%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$82.7K
42,931
-6%
减持
MAR
MARRIOTT INTL INC NEW
+$82.2K
3,270
-1%
减持
VMC
VULCAN MATLS CO
+$82.0K
1,796
-0%
减持
—
LABORATORY CORP AMER HLDGS
-$81.1K
5,856
-2%
增持
IVW
ISHARES TR
+$80.7K
1,631
+115%
增持
AEP
AMERICAN ELEC PWR CO INC
+$78.9K
935
+4821%
增持
ITW
ILLINOIS TOOL WKS INC
+$77.6K
1,195
+29%
减持
ELV
ELEVANCE HEALTH INC
+$76.9K
1,656
-0%
增持
SPGI
S&P GLOBAL INC
+$75.1K
335
+119%
减持
PFE
PFIZER INC
-$74.9K
14,956
-12%
建仓
MKL
MARKEL GROUP INC
+$74.6K
49
减持
WFC
WELLS FARGO CO NEW
+$74.4K
8,701
-0%
减持
—
ISHARES TR
-$73.2K
205
-94%
增持
KHC
KRAFT HEINZ CO
+$72.0K
2,326
+522%
减持
YUM
YUM BRANDS INC
+$71.7K
9,748
-0%
增持
—
NXP SEMICONDUCTORS N V
+$71.2K
288
+14300%
建仓
BN
BROOKFIELD CORP
+$71.1K
1,699
增持
PEP
PEPSICO INC
+$71.0K
11,166
+1%
减持
TRV
TRAVELERS COMPANIES INC
+$69.8K
1,770
-0%
减持
NSC
NORFOLK SOUTHN CORP
+$67.9K
4,595
-2%
建仓
HACK
AMPLIFY ETF TR
+$67.6K
1,055
建仓
WRB
BERKLEY W R CORP
+$65.4K
740
减持
SCHF
SCHWAB STRATEGIC TR
+$65.2K
35,632
-1%
清仓
CODI
COMPASS DIVERSIFIED
-$64.8K
0
-100%
减持
TGT
TARGET CORP
+$62.9K
2,130
-4%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$62.7K
780
+6%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$60.6K
2,882
+2%
增持
GLD
SPDR GOLD TR
+$60.4K
659
+68%
减持
AMD
ADVANCED MICRO DEVICES INC
-$60.3K
244
-66%
增持
LHX
L3HARRIS TECHNOLOGIES INC
+$58.9K
971
+38%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$58.8K
9,347
-15%
增持
KEYS
KEYSIGHT TECHNOLOGIES INC
+$58.5K
376
+18700%
增持
PHYS
SPROTT PHYSICAL GOLD TR
+$58.3K
3,906
+568%
增持
INTC
INTEL CORP
-$56.0K
9,841
+1%
减持
CVS
CVS HEALTH CORP
-$56.0K
2,592
-22%
增持
BA
BOEING CO
-$55.1K
833
+1%
增持
GOOD
GLADSTONE COMMERCIAL CORP
+$50.6K
7,690
+82%
增持
NOW
SERVICENOW INC
+$49.7K
598
+4%
