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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 7
增持 33
减持 98
清仓 12
方向
标的
Δ市值
现股数(环比)
建仓
SPTI
SPDR SER TR
+$30.9M
1,108,327
建仓
SPTS
SPDR SER TR
+$9.8M
337,781
增持
SPMD
SPDR SER TR
+$3.6M
207,742
+47%
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
SPSM
SPDR SER TR
+$1.9M
247,312
+23%
增持
SCHX
SCHWAB STRATEGIC TR
+$1.6M
5,087,575
+197%
减持
KXI
ISHARES TR
-$1.6M
317
-99%
建仓
MKC/V
MCCORMICK & CO INC
+$1.5M
20,080
增持
SPYM
SPDR SER TR
+$1.5M
118,628
+19%
减持
AMZN
AMAZON COM INC
+$1.3M
43,799
-2%
增持
DFAI
DIMENSIONAL ETF TRUST
+$1.2M
93,461
+91%
减持
IJH
ISHARES TR
-$1.1M
691,479
-2%
减持
ICF
ISHARES TR
-$1.1M
28,212
-33%
减持
PICK
ISHARES INC
-$1.0M
10,837
-67%
减持
EFA
ISHARES TR
-$835.3K
53,804
-8%
减持
AAPL
APPLE INC
+$821.2K
58,940
-1%
减持
GOOGL
ALPHABET INC
+$764.0K
36,391
-1%
减持
IVV
ISHARES TR
-$705.3K
48,295
-4%
减持
DHR
DANAHER CORPORATION
-$644.8K
10,707
-4%
减持
VBR
VANGUARD INDEX FDS
-$587.5K
3,964
-42%
减持
AGG
ISHARES TR
-$574.7K
17,408
-22%
减持
SGOV
ISHARES TR
-$569.3K
49,622
-10%
减持
LLY
ELI LILLY & CO
-$481.2K
4,013
-1%
减持
JPM
JPMORGAN CHASE & CO.
+$473.0K
19,983
-2%
减持
AVGO
BROADCOM INC
+$445.7K
8,456
-4%
减持
MRK
MERCK & CO INC
-$419.0K
16,449
-9%
减持
MSFT
MICROSOFT CORP
-$413.7K
18,115
-3%
减持
IDV
ISHARES TR
-$405.6K
138,287
-0%
增持
—
SANDY SPRING BANCORP INC
+$395.6K
12,572
+1297%
建仓
BLK
BLACKROCK INC
+$378.3K
369
清仓
—
BLACKROCK INC
-$355.1K
0
-100%
减持
IWM
ISHARES TR
-$354.3K
16,619
-9%
减持
PEP
PEPSICO INC
-$340.5K
10,200
-9%
减持
V
VISA INC
+$319.1K
9,947
-3%
减持
NEE
NEXTERA ENERGY INC
-$315.8K
23,977
-0%
建仓
ANET
ARISTA NETWORKS INC
+$314.8K
2,848
减持
AMAT
APPLIED MATLS INC
-$309.4K
3,242
-22%
增持
D
DOMINION ENERGY INC
+$307.8K
7,433
+364%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$299.7K
104,244
-2%
减持
IJR
ISHARES TR
-$284.6K
104,806
-1%
增持
NVDA
NVIDIA CORPORATION
+$283.7K
20,769
+1%
清仓
MPC
MARATHON PETE CORP
-$283.6K
0
-100%
清仓
—
ARISTA NETWORKS INC
-$273.3K
0
-100%
增持
SCHO
SCHWAB STRATEGIC TR
+$272.5K
94,296
+131%
减持
JNJ
JOHNSON & JOHNSON
-$268.3K
7,692
-10%
减持
UNH
UNITEDHEALTH GROUP INC
-$262.7K
2,384
-5%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$255.3K
47,787
-1%
减持
VYM
VANGUARD WHITEHALL FDS
-$229.6K
89,594
-2%
增持
TSLA
TESLA INC
+$225.3K
1,557
+1%
减持
VHT
VANGUARD WORLD FD
-$221.8K
198
-79%
增持
CAT
CATERPILLAR INC
+$215.1K
2,428
+43%
增持
ELV
ELEVANCE HEALTH INC
-$205.6K
1,667
+6%
增持
SCHF
SCHWAB STRATEGIC TR
-$202.5K
67,533
+91%
减持
VOOG
VANGUARD ADMIRAL FDS INC
-$201.4K
554
-53%
清仓
—
LAM RESEARCH CORP
-$191.2K
0
-100%
减持
PFE
PFIZER INC
-$190.4K
13,459
-29%
减持
HD
HOME DEPOT INC
-$184.6K
7,014
-2%
增持
APH
AMPHENOL CORP NEW
+$180.1K
9,184
+31%
建仓
LRCX
LAM RESEARCH CORP
+$169.3K
2,340
减持
GDXJ
VANECK ETF TRUST
-$160.1K
18,409
-5%
减持
ABBV
ABBVIE INC
-$158.2K
7,482
-1%
减持
KMI
KINDER MORGAN INC DEL
+$152.8K
34,323
-4%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$152.0K
36,292
-1%
增持
ISRG
INTUITIVE SURGICAL INC
+$151.9K
693
+62%
增持
AMGN
AMGEN INC
-$150.9K
2,650
+1%
减持
—
LINDE PLC
-$150.5K
210
-58%
增持
NOW
SERVICENOW INC
+$150.2K
809
+2%
增持
TMUS
T-MOBILE US INC
+$148.6K
1,581
+63%
减持
—
EXXON MOBIL CORP
-$148.6K
11,365
-3%
减持
UPS
UNITED PARCEL SERVICE INC
-$144.0K
1,750
-35%
减持
MDLZ
MONDELEZ INTL INC
-$143.0K
4,976
-17%
减持
NOC
NORTHROP GRUMMAN CORP
-$142.3K
1,971
-2%
清仓
REGN
REGENERON PHARMACEUTICALS
-$139.8K
0
-100%
增持
BNL
BROADSTONE NET LEASE INC
-$138.7K
50,155
+2%
减持
NFLX
NETFLIX INC
+$138.1K
778
-1%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$136.0K
660
-15%
减持
SNPS
SYNOPSYS INC
-$135.4K
1,573
-11%
清仓
EGP
EASTGROUP PPTYS INC
-$133.4K
0
-100%
减持
COST
COSTCO WHSL CORP NEW
-$131.6K
1,864
-10%
减持
MCHP
MICROCHIP TECHNOLOGY INC.
-$131.6K
3,286
-18%
减持
LOW
LOWES COS INC
-$130.6K
1,625
-17%
减持
VOE
VANGUARD INDEX FDS
-$130.5K
532
-59%
减持
MTCH
MATCH GROUP INC NEW
-$130.5K
1,716
-65%
减持
CRM
SALESFORCE INC
+$130.3K
2,611
-4%
减持
ROP
ROPER TECHNOLOGIES INC
-$129.7K
1,066
-13%
增持
PGR
PROGRESSIVE CORP
+$123.1K
1,239
+81%
减持
URI
UNITED RENTALS INC
-$119.5K
920
-3%
减持
WFC
WELLS FARGO CO NEW
+$117.1K
8,665
-0%
增持
MAR
MARRIOTT INTL INC NEW
+$113.1K
3,415
+1%
减持
VOT
VANGUARD INDEX FDS
-$112.2K
326
-59%
减持
MCD
MCDONALDS CORP
-$111.5K
5,808
-1%
减持
MAS
MASCO CORP
-$102.8K
796
-58%
减持
VUG
VANGUARD INDEX FDS
+$98.3K
7,459
-3%
减持
KO
COCA COLA CO
-$97.4K
8,104
-3%
减持
CSCO
CISCO SYS INC
+$94.9K
16,133
-0%
减持
NSC
NORFOLK SOUTHN CORP
-$92.7K
4,470
-3%
减持
STZ
CONSTELLATION BRANDS INC
-$90.8K
60
-85%
减持
VB
VANGUARD INDEX FDS
-$90.4K
10,267
-5%
清仓
BN
BROOKFIELD CORP
-$90.3K
0
-100%
减持
IWS
ISHARES TR
-$89.8K
107
-86%
减持
VTI
VANGUARD INDEX FDS
-$86.2K
39,906
-3%
减持
SMB
VANECK ETF TRUST
-$85.8K
9,472
-34%
增持
ROK
ROCKWELL AUTOMATION INC
+$85.7K
2,406
+7%
减持
YUM
YUM BRANDS INC
-$79.5K
9,544
-2%
减持
CMCSA
COMCAST CORP NEW
-$78.3K
13,546
-4%
减持
SLV
ISHARES SILVER TR
-$76.4K
35,816
-0%
减持
GE
GE AEROSPACE
-$74.9K
1,510
-13%
减持
PYPL
PAYPAL HLDGS INC
-$74.5K
50
-95%
减持
—
EATON CORP PLC
-$71.7K
2,855
-7%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$69.4K
7,770
-0%
清仓
MET
METLIFE INC
-$66.0K
0
-100%
减持
UNP
UNION PAC CORP
-$64.8K
1,952
-6%
减持
ILOW
AB ACTIVE ETFS INC
-$64.0K
3,701
-29%
减持
—
NXP SEMICONDUCTORS N V
-$62.3K
34
-88%
清仓
—
EQUITY COMWLTH
-$59.1K
0
-100%
减持
CL
COLGATE PALMOLIVE CO
-$58.6K
3,736
-3%
减持
APD
AIR PRODS & CHEMS INC
-$58.4K
2,556
-5%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$56.2K
24,639
+0%
减持
—
ACCENTURE PLC IRELAND
-$56.0K
2,161
-6%
增持
RTX
RTX CORPORATION
-$55.9K
10,894
+0%
增持
IVW
ISHARES TR
+$55.2K
2,428
+22%
减持
PSX
PHILLIPS 66
-$54.8K
500
-41%
清仓
MEMS
MATTHEWS ASIA FDS
-$53.1K
0
-100%
减持
MELI
MERCADOLIBRE INC
-$52.4K
120
-4%
减持
—
LYONDELLBASELL INDUSTRIES N
-$52.4K
869
-29%
减持
EMC
GLOBAL X FDS
-$52.0K
2,222
-44%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$51.9K
2,950
+1%
增持
CMG
CHIPOTLE MEXICAN GRILL INC
+$51.5K
12,048
+3%
减持
CMI
CUMMINS INC
-$51.4K
537
-27%
清仓
IFGL
ISHARES TR
-$51.2K
0
-100%
减持
AMTM
AMENTUM HOLDINGS INC
-$51.2K
600
-70%
建仓
IBIT
ISHARES BITCOIN TRUST ETF
+$50.4K
950
增持
IEMG
ISHARES INC
-$49.7K
21,255
+5%
减持
PG
PROCTER AND GAMBLE CO
-$49.6K
7,202
-1%
增持
ADBE
ADOBE INC
+$49.4K
1,308
+27%
增持
VTV
VANGUARD INDEX FDS
-$45.6K
12,262
+1%
减持
AEP
AMERICAN ELEC PWR CO INC
-$44.2K
170
-71%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$43.7K
1,895
-22%
减持
LHX
L3HARRIS TECHNOLOGIES INC
-$41.1K
801
-9%
减持
DGRO
ISHARES TR
-$39.3K
6,795
-7%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
-$38.9K
5,072
+3%
减持
IUSV
ISHARES TR
-$38.7K
12,976
-0%
增持
SCHE
SCHWAB STRATEGIC TR
-$38.6K
15,528
+0%
增持
XSOE
WISDOMTREE TR
+$38.1K
334,120
+9%
减持
DGX
QUEST DIAGNOSTICS INC
-$37.9K
1,499
-12%
减持
XLE
SELECT SECTOR SPDR TR
-$36.2K
2,313
-13%
减持
PJAN
INNOVATOR ETFS TRUST
+$34.7K
71,499
-1%
清仓
ATMU
ATMUS FILTRATION TECHNOLOGIE
-$33.9K
0
-100%
减持
VBK
VANGUARD INDEX FDS
+$32.7K
2,935
-1%
减持
GPC
GENUINE PARTS CO
-$32.0K
170
-54%
减持
VLTO
VERALTO CORP
-$32.0K
2,205
-4%
