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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 8
增持 38
减持 95
清仓 9
方向
标的
Δ市值
现股数(环比)
减持
SGOV
ISHARES TR
-$20.0M
55,077
-78%
清仓
VTIP
VANGUARD MALVERN FDS
-$5.8M
0
-100%
减持
SCHX
SCHWAB STRATEGIC TR
+$4.0M
1,714,803
-2%
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
SPMD
SPDR SER TR
+$3.3M
141,248
+64%
增持
SPSM
SPDR SER TR
+$3.1M
201,820
+37%
减持
AGG
ISHARES TR
-$3.0M
22,332
-59%
减持
VOO
VANGUARD INDEX FDS
+$2.5M
137,941
-2%
增持
SPYM
SPDR SER TR
+$2.4M
99,326
+49%
增持
XSOE
WISDOMTREE TR
+$1.3M
307,416
+6%
减持
IJH
ISHARES TR
+$1.2M
709,144
-3%
减持
AAPL
APPLE INC
+$1.2M
59,822
-1%
减持
SPY
SPDR S&P 500 ETF TR
+$1.1M
57,117
-2%
减持
FVCB
FVCBANKCORP INC
-$908.8K
10,620
-89%
减持
IVV
ISHARES TR
+$832.1K
50,511
-2%
减持
VBR
VANGUARD INDEX FDS
-$753.5K
6,839
-41%
减持
IJR
ISHARES TR
+$724.2K
105,680
-3%
减持
VHT
VANGUARD WORLD FD
-$706.8K
964
-74%
减持
GOOGL
ALPHABET INC
-$677.2K
36,930
-1%
减持
VO
VANGUARD INDEX FDS
+$638.9K
32,025
-0%
减持
VYM
VANGUARD WHITEHALL FDS
+$583.0K
90,959
-3%
增持
SCHO
SCHWAB STRATEGIC TR
+$448.6K
40,757
+27%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$446.8K
7,803
+1%
减持
HD
HOME DEPOT INC
+$424.2K
7,189
-1%
减持
AMZN
AMAZON COM INC
-$422.3K
44,693
-1%
减持
MSFT
MICROSOFT CORP
-$413.8K
18,706
-1%
建仓
PSEP
INNOVATOR ETFS TRUST
+$328.5K
8,525
减持
ICF
ISHARES TR
+$321.2K
41,984
-2%
减持
META
META PLATFORMS INC
+$306.2K
5,006
-1%
减持
IWM
ISHARES TR
-$286.6K
18,228
-14%
减持
DHR
DANAHER CORPORATION
+$253.6K
11,159
-2%
减持
NEE
NEXTERA ENERGY INC
+$251.8K
24,071
-4%
增持
ORCL
ORACLE CORP
+$251.8K
5,272
+15%
增持
PANW
PALO ALTO NETWORKS INC
+$249.9K
2,436
+42%
减持
MRK
MERCK & CO INC
-$239.4K
18,103
-2%
减持
DHI
D R HORTON INC
+$235.4K
4,963
-2%
减持
INTC
INTEL CORP
-$226.3K
3,211
-67%
增持
NOW
SERVICENOW INC
+$225.2K
791
+29%
减持
RTX
RTX CORPORATION
+$224.0K
10,866
-0%
减持
YUMC
YUM CHINA HLDGS INC
-$222.7K
880
-90%
减持
VOE
VANGUARD INDEX FDS
-$212.0K
1,292
-55%
减持
UPS
UNITED PARCEL SERVICE INC
-$205.5K
2,675
-36%
减持
IWD
ISHARES TR
+$196.3K
15,637
-2%
减持
ABBV
ABBVIE INC
+$191.3K
7,534
-0%
建仓
ILOW
AB ACTIVE ETFS INC
+$190.2K
5,194
减持
IDV
ISHARES TR
+$188.2K
138,668
-4%
减持
VOT
VANGUARD INDEX FDS
-$187.6K
801
-52%
减持
DIS
DISNEY WALT CO
-$179.7K
2,177
-44%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$179.1K
48,106
+1%
减持
VOOG
VANGUARD ADMIRAL FDS INC
-$172.1K
1,171
-32%
减持
UNH
UNITEDHEALTH GROUP INC
+$171.1K
2,512
-1%
减持
MCD
MCDONALDS CORP
+$170.0K
5,895
-8%
增持
BNL
BROADSTONE NET LEASE INC
+$162.6K
49,186
+1%
减持
ROK
ROCKWELL AUTOMATION INC
-$156.2K
2,242
-19%
增持
EW
EDWARDS LIFESCIENCES CORP
+$153.5K
3,372
+351%
减持
SHOP
SHOPIFY INC
-$151.7K
1,033
-71%
减持
KNSL
KINSALE CAP GROUP INC
-$145.2K
1,124
-35%
减持
VTV
VANGUARD INDEX FDS
+$144.7K
12,153
-1%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$144.6K
2,934
+5%
减持
DUK
DUKE ENERGY CORP NEW
+$144.1K
10,872
-2%
减持
ADBE
ADOBE INC
-$142.1K
1,028
-15%
减持
TSLA
TESLA INC
-$140.7K
1,542
-44%
减持
VTI
VANGUARD INDEX FDS
+$139.9K
41,075
-4%
减持
VB
VANGUARD INDEX FDS
+$139.5K
10,760
-3%
增持
AVGO
BROADCOM INC
+$138.8K
8,781
+925%
增持
DFAI
DIMENSIONAL ETF TRUST
+$134.2K
48,828
+2%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$132.4K
4,947
+2%
减持
CVS
CVS HEALTH CORP
-$125.0K
330
-87%
减持
—
SANDY SPRING BANCORP INC
-$123.8K
900
-86%
减持
GDXJ
VANECK ETF TRUST
+$123.6K
19,404
-1%
增持
APD
AIR PRODS & CHEMS INC
+$122.1K
2,686
+2%
建仓
CVLC
MORGAN STANLEY ETF TRUST
+$121.0K
1,689
增持
AMAT
APPLIED MATLS INC
-$116.8K
4,141
+3%
减持
NOC
NORTHROP GRUMMAN CORP
+$113.4K
2,021
-8%
增持
—
LINDE PLC
+$112.9K
500
+75%
减持
GOOG
ALPHABET INC
-$111.8K
6,868
-0%
清仓
MTN
VAIL RESORTS INC
-$110.6K
0
-100%
减持
LLY
ELI LILLY & CO
-$108.4K
4,040
-1%
减持
—
ACCENTURE PLC IRELAND
+$103.5K
2,309
-2%
增持
KMI
KINDER MORGAN INC DEL
+$100.9K
35,657
+3%
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$100.2K
93
-70%
建仓
IAUM
ISHARES GOLD TR
+$99.0K
3,772
清仓
—
CRISPR THERAPEUTICS AG
-$97.1K
0
-100%
减持
HON
HONEYWELL INTL INC
-$96.4K
2,606
-12%
清仓
JBL
JABIL INC
-$93.3K
0
-100%
减持
RSP
INVESCO EXCHANGE TRADED FD T
+$92.7K
8,440
-2%
减持
—
MEDTRONIC PLC
-$84.9K
1,813
-42%
减持
ILMN
ILLUMINA INC
-$83.1K
119
-87%
增持
PH
PARKER-HANNIFIN CORP
+$83.0K
438
+14%
减持
FAST
FASTENAL CO
-$82.1K
4,342
-30%
建仓
CVIE
MORGAN STANLEY ETF TRUST
+$80.3K
1,340
减持
SCHF
SCHWAB STRATEGIC TR
+$79.5K
35,307
-1%
减持
SNOW
SNOWFLAKE INC
-$77.0K
52
-92%
减持
PJAN
INNOVATOR ETFS TRUST
-$75.9K
72,268
-5%
增持
ITW
ILLINOIS TOOL WKS INC
+$75.7K
1,233
+18%
建仓
ZAUG
INNOVATOR ETFS TRUST
+$74.0K
3,000
增持
YUM
YUM BRANDS INC
+$73.9K
9,734
+0%
清仓
TEAM
ATLASSIAN CORPORATION
-$70.8K
0
-100%
清仓
ODFL
OLD DOMINION FREIGHT LINE IN
-$70.6K
0
-100%
增持
LEU
CENTRUS ENERGY CORP
+$70.1K
5,175
+4%
增持
TJX
TJX COS INC NEW
+$69.5K
8,420
+1%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$69.4K
5,500
-35%
清仓
PNOV
INNOVATOR ETFS TRUST
-$68.6K
0
-100%
减持
DLTR
DOLLAR TREE INC
-$67.9K
1,600
-5%
增持
—
CHUBB LIMITED
+$67.1K
1,639
+3%
减持
PMAY
INNOVATOR ETFS TRUST
-$66.6K
24,073
-10%
增持
ISRG
INTUITIVE SURGICAL INC
+$66.5K
427
+33%
减持
WMT
WALMART INC
+$66.3K
6,332
-4%
减持
SLV
ISHARES SILVER TR
+$64.9K
35,883
-0%
减持
COST
COSTCO WHSL CORP NEW
+$64.8K
2,075
-1%
增持
MAR
MARRIOTT INTL INC NEW
+$64.4K
3,377
+5%
减持
CVX
CHEVRON CORP NEW
-$63.9K
4,502
-3%
建仓
AMTM
AMENTUM HOLDINGS INC
+$63.9K
1,980
减持
BX
BLACKSTONE INC
+$62.9K
2,314
-2%
建仓
ALB
ALBEMARLE CORP
+$62.3K
655
增持
UNP
UNION PAC CORP
+$62.2K
2,069
+5%
增持
NFLX
NETFLIX INC
+$60.7K
783
+7%
减持
—
EATON CORP PLC
-$60.4K
3,075
-11%
减持
SCHW
SCHWAB CHARLES CORP
-$59.4K
4,948
-4%
减持
TROW
PRICE T ROWE GROUP INC
-$58.7K
1,340
-25%
减持
IUSV
ISHARES TR
+$58.1K
12,987
-3%
减持
XLV
SELECT SECTOR SPDR TR
-$57.4K
113
-78%
减持
EFA
ISHARES TR
+$56.2K
58,633
-5%
减持
MCHP
MICROCHIP TECHNOLOGY INC.
-$56.1K
3,986
-3%
减持
SCHB
SCHWAB STRATEGIC TR
+$56.0K
18,989
-1%
减持
PEP
PEPSICO INC
+$55.5K
11,193
-0%
减持
GTLS
CHART INDS INC
-$55.5K
174
-67%
减持
IFGL
ISHARES TR
-$54.6K
2,245
-58%
减持
VUG
VANGUARD INDEX FDS
+$53.1K
7,718
-1%
增持
PGR
PROGRESSIVE CORP
+$52.9K
685
+18%
减持
QCOM
QUALCOMM INC
-$52.6K
424
-32%
减持
IWS
ISHARES TR
-$50.3K
784
-39%
增持
DGRO
ISHARES TR
+$49.1K
7,275
+3%
增持
IWF
ISHARES TR
+$49.0K
4,270
+0%
减持
BKNG
BOOKING HOLDINGS INC
-$48.4K
44
-25%
减持
TMO
THERMO FISHER SCIENTIFIC INC
+$48.0K
775
-1%
减持
BA
BOEING CO
-$47.6K
391
-34%
减持
VWO
VANGUARD INTL EQUITY INDEX F
+$46.9K
36,579
-6%
增持
MKC
MCCORMICK & CO INC
+$46.9K
1,933
+22%
减持
MELI
MERCADOLIBRE INC
-$45.9K
125
-32%
增持
SNPS
SYNOPSYS INC
+$44.9K
1,775
+24%
减持
TTD
THE TRADE DESK INC
-$43.6K
199
-70%
清仓
PAYC
PAYCOM SOFTWARE INC
-$42.9K
0
-100%
减持
TRV
TRAVELERS COMPANIES INC
+$42.8K
1,720
-3%
清仓
—
WALGREENS BOOTS ALLIANCE INC
-$42.3K
0
-100%
减持
PCAR
PACCAR INC
-$42.2K
215
-65%
增持
IVE
ISHARES TR
+$41.6K
1,817
+4%
减持
URI
UNITED RENTALS INC
+$41.3K
948
-16%
减持
ELV
ELEVANCE HEALTH INC
-$40.5K
1,578
-1%
增持
IVW
ISHARES TR
+$40.4K
1,998
+23%
增持
QUAL
ISHARES TR
+$39.3K
1,384
+13%
