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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 7
增持 40
减持 91
清仓 12
方向
标的
Δ市值
现股数(环比)
减持
SCHO
SCHWAB STRATEGIC TR
-$35.2M
32,157
-96%
减持
SGOV
ISHARES TR
-$9.3M
254,026
-27%
减持
SHYG
ISHARES TR
-$3.1M
0
-100%
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
+$2.8M
1,743,757
-1%
减持
VOO
VANGUARD INDEX FDS
+$2.8M
140,568
-0%
清仓
VCIT
VANGUARD SCOTTSDALE FDS
-$2.8M
0
-100%
减持
AAPL
APPLE INC
+$2.2M
60,557
-2%
减持
IJH
ISHARES TR
-$1.9M
734,303
-1%
增持
SPYM
SPDR SER TR
+$1.9M
66,733
+73%
增持
SPMD
SPDR SER TR
+$1.5M
86,243
+58%
增持
SPSM
SPDR SER TR
+$1.3M
147,348
+31%
清仓
—
LABORATORY CORP AMER HLDGS
-$1.3M
0
-100%
建仓
PAPR
INNOVATOR ETFS TRUST
+$1.1M
31,830
建仓
LH
LABCORP HOLDINGS INC
+$1.1M
5,220
减持
SPY
SPDR S&P 500 ETF TR
+$1.1M
58,177
-1%
减持
IVV
ISHARES TR
+$1.0M
51,722
-0%
减持
PJAN
INNOVATOR ETFS TRUST
-$959.1K
76,112
-26%
增持
FVCB
FVCBANKCORP INC
+$830.0K
95,914
+437%
清仓
DAPP
VANECK ETF TRUST
-$761.0K
0
-100%
减持
GOOGL
ALPHABET INC
+$702.6K
37,343
-8%
增持
NVDA
NVIDIA CORPORATION
+$682.4K
20,164
+907%
减持
AMZN
AMAZON COM INC
+$551.9K
45,278
-0%
增持
PMAY
INNOVATOR ETFS TRUST
+$531.2K
26,827
+127%
减持
IJR
ISHARES TR
-$437.0K
109,096
-0%
减持
MSFT
MICROSOFT CORP
+$436.9K
18,935
-1%
减持
LLY
ELI LILLY & CO
+$433.4K
4,073
-3%
减持
VO
VANGUARD INDEX FDS
-$399.9K
32,153
-2%
增持
NEE
NEXTERA ENERGY INC
+$361.9K
25,179
+13%
增持
XSOE
WISDOMTREE TR
+$343.3K
289,537
+0%
减持
VYM
VANGUARD WHITEHALL FDS
-$273.9K
93,406
-0%
减持
—
ACCENTURE PLC IRELAND
-$267.8K
2,349
-17%
减持
KNSL
KINSALE CAP GROUP INC
-$250.4K
1,735
-1%
减持
IWM
ISHARES TR
-$225.0K
21,258
-1%
减持
COST
COSTCO WHSL CORP NEW
+$201.1K
2,088
-3%
减持
GOOG
ALPHABET INC
+$198.8K
6,870
-1%
减持
V
VISA INC
-$190.8K
10,613
-0%
减持
ICF
ISHARES TR
-$181.5K
42,695
-6%
减持
PICK
ISHARES INC
-$177.2K
35,006
-9%
增持
PFE
PFIZER INC
+$161.1K
20,592
+38%
增持
MCD
MCDONALDS CORP
-$157.1K
6,377
+1%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$152.9K
8,524
-9%
增持
CRM
SALESFORCE INC
+$148.2K
2,779
+48%
减持
AVGO
BROADCOM INC
+$135.4K
857
-8%
增持
PG
PROCTER AND GAMBLE CO
+$133.6K
7,684
+10%
减持
INTC
INTEL CORP
-$133.0K
9,741
-1%
减持
VTI
VANGUARD INDEX FDS
+$133.0K
42,945
-2%
增持
MRK
MERCK & CO INC
-$130.2K
18,536
+1%
减持
EFA
ISHARES TR
-$124.7K
61,883
-1%
减持
DIS
DISNEY WALT CO
-$124.7K
3,919
-7%
减持
VB
VANGUARD INDEX FDS
-$123.6K
11,062
-1%
减持
AGG
ISHARES TR
-$121.6K
54,098
-1%
增持
PEP
PEPSICO INC
-$117.7K
11,204
+0%
减持
IWF
ISHARES TR
+$113.4K
4,263
-0%
增持
JPM
JPMORGAN CHASE & CO.
+$105.7K
21,225
+2%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$104.2K
47,782
-3%
增持
PANW
PALO ALTO NETWORKS INC
+$100.0K
1,719
+1%
增持
VBR
VANGUARD INDEX FDS
-$99.3K
11,643
+0%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$98.9K
7,730
+0%
减持
GDX
VANECK ETF TRUST
+$95.4K
41,427
-0%
减持
IWD
ISHARES TR
-$94.8K
15,886
-1%
减持
UPS
UNITED PARCEL SERVICE INC
-$92.2K
4,167
-7%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$89.9K
38,925
-9%
减持
ABBV
ABBVIE INC
-$84.5K
7,559
-0%
增持
TROW
PRICE T ROWE GROUP INC
+$79.7K
1,775
+73%
建仓
GEV
GE VERNOVA INC
+$77.4K
451
减持
KHC
KRAFT HEINZ CO
-$74.9K
340
-85%
减持
ITW
ILLINOIS TOOL WKS INC
-$73.1K
1,045
-13%
减持
ROK
ROCKWELL AUTOMATION INC
-$73.0K
2,754
-3%
增持
WMT
WALMART INC
+$69.2K
6,572
+6%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
-$68.5K
111,516
+1%
增持
ADI
ANALOG DEVICES INC
+$67.5K
399
+235%
增持
EW
EDWARDS LIFESCIENCES CORP
+$66.9K
747
+3295%
减持
YUM
YUM BRANDS INC
-$65.5K
9,709
-0%
减持
IUSV
ISHARES TR
-$64.9K
13,412
-3%
减持
AMGN
AMGEN INC
+$64.8K
2,616
-1%
增持
LOW
LOWES COS INC
-$64.7K
1,963
+1%
增持
RTX
RTX CORPORATION
+$64.5K
10,883
+3%
减持
CSCO
CISCO SYS INC
-$64.3K
18,770
-2%
增持
SNPS
SYNOPSYS INC
+$63.5K
1,435
+4%
减持
CVS
CVS HEALTH CORP
-$61.0K
2,467
-5%
减持
SBUX
STARBUCKS CORP
-$60.5K
453
-57%
建仓
IGPT
INVESCO EXCHANGE TRADED FD T
+$57.0K
1,200
减持
BX
BLACKSTONE INC
-$56.7K
2,354
-11%
减持
IDV
ISHARES TR
-$55.4K
144,697
-0%
减持
KXI
ISHARES TR
-$55.3K
26,433
-2%
减持
BA
BOEING CO
-$53.7K
588
-29%
减持
KEYS
KEYSIGHT TECHNOLOGIES INC
-$53.1K
42
-89%
减持
DLTR
DOLLAR TREE INC
-$52.6K
1,690
-3%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$52.4K
2,796
-3%
建仓
MEMS
MATTHEWS ASIA FDS
+$50.5K
1,985
减持
MAR
MARRIOTT INTL INC NEW
-$49.9K
3,206
-2%
减持
VOOG
VANGUARD ADMIRAL FDS INC
+$49.4K
1,728
-0%
减持
ILMN
ILLUMINA INC
-$48.4K
945
-12%
减持
SCHA
SCHWAB STRATEGIC TR
-$47.8K
14,019
-3%
增持
APH
AMPHENOL CORP NEW
+$47.3K
6,662
+91%
减持
USB
US BANCORP DEL
-$43.8K
1,733
-31%
减持
DEO
DIAGEO PLC
-$42.4K
32
-90%
清仓
—
PIONEER NAT RES CO
-$40.7K
0
-100%
减持
—
BLACKROCK INC
-$40.5K
424
-6%
增持
KO
COCA COLA CO
+$40.4K
8,829
+4%
增持
CVX
CHEVRON CORP NEW
+$40.2K
4,647
+7%
减持
ABT
ABBOTT LABS
-$39.8K
3,498
-1%
减持
DFAI
DIMENSIONAL ETF TRUST
-$38.6K
47,777
-1%
减持
APD
AIR PRODS & CHEMS INC
-$38.5K
2,626
-11%
减持
GDXJ
VANECK ETF TRUST
+$38.0K
19,551
-4%
清仓
PFEB
INNOVATOR ETFS TRUST
-$37.6K
0
-100%
清仓
RLY
SSGA ACTIVE ETF TR
-$36.8K
0
-100%
减持
ROP
ROPER TECHNOLOGIES INC
-$36.5K
1,187
-6%
减持
SCHB
SCHWAB STRATEGIC TR
+$36.2K
19,140
-0%
减持
FNV
FRANCO NEV CORP
-$36.0K
376
-44%
清仓
—
CALIDI BIOTHERAPEUTICS INC
-$35.8K
0
-100%
减持
—
DUN & BRADSTREET HLDGS INC
-$35.0K
168
-95%
减持
DES
WISDOMTREE TR
-$34.7K
1,602
-38%
清仓
OHI
OMEGA HEALTHCARE INVS INC
-$34.6K
0
-100%
增持
—
EXXON MOBIL CORP
+$32.4K
12,082
+3%
减持
PH
PARKER-HANNIFIN CORP
-$31.9K
383
-6%
建仓
VV
VANGUARD INDEX FDS
+$31.2K
125
减持
GTLS
CHART INDS INC
-$30.3K
534
-18%
减持
SCHM
SCHWAB STRATEGIC TR
-$29.9K
7,674
-1%
减持
—
CLARIVATE PLC
-$29.9K
168
-96%
减持
—
EATON CORP PLC
-$29.8K
3,443
-3%
减持
DUK
DUKE ENERGY CORP NEW
+$29.8K
11,069
-1%
增持
IEFA
ISHARES TR
+$28.0K
2,168
+24%
清仓
DON
WISDOMTREE TR
-$27.8K
0
-100%
减持
PSX
PHILLIPS 66
-$27.0K
850
-6%
增持
NOW
SERVICENOW INC
+$26.3K
613
+3%
减持
UNH
UNITEDHEALTH GROUP INC
+$26.2K
2,548
-1%
增持
DHR
DANAHER CORPORATION
+$25.5K
11,402
+1%
增持
ZBH
ZIMMER BIOMET HOLDINGS INC
-$25.4K
1,758
+7%
减持
BNY
BANK NEW YORK MELLON CORP
-$25.3K
1,797
-22%
建仓
HWM
HOWMET AEROSPACE INC
+$24.4K
314
清仓
XME
SPDR SER TR
-$24.1K
0
-100%
减持
VHT
VANGUARD WORLD FD
-$23.4K
3,680
-1%
增持
MTCH
MATCH GROUP INC NEW
-$21.5K
5,081
+5%
减持
VOE
VANGUARD INDEX FDS
-$21.1K
2,850
-1%
减持
ITA
ISHARES TR
-$21.0K
943
-15%
减持
—
CHUBB LIMITED
-$20.9K
1,590
-3%
减持
NLY
ANNALY CAPITAL MANAGEMENT IN
-$19.9K
500
-66%
清仓
HPQ
HP INC
-$19.6K
0
-100%
减持
XLU
SELECT SECTOR SPDR TR
-$19.5K
1,255
-22%
增持
—
MEDTRONIC PLC
-$19.4K
3,141
+3%
清仓
STAG
STAG INDL INC
-$19.3K
0
-100%
增持
AMD
ADVANCED MICRO DEVICES INC
+$19.1K
389
+59%
增持
BNL
BROADSTONE NET LEASE INC
+$18.9K
48,509
+1%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$18.8K
2,742
+13%
减持
TFC
TRUIST FINL CORP
-$18.3K
5,985
-7%
减持
SCHF
SCHWAB STRATEGIC TR
-$18.1K
35,533
-0%
减持
DFUV
DIMENSIONAL ETF TRUST
-$17.8K
1,814
-17%
减持
PGR
PROGRESSIVE CORP
-$17.3K
582
-13%
增持
NOC
NORTHROP GRUMMAN CORP
+$16.6K
2,188
+12%
