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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 11
增持 40
减持 94
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
SPTI
SPDR SER TR
+$78.5M
3,826,162
+245%
增持
SPTS
SPDR SER TR
+$53.7M
2,170,109
+542%
减持
SCHX
SCHWAB STRATEGIC TR
-$7.3M
5,012,253
-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。
减持
VOO
VANGUARD INDEX FDS
-$4.2M
133,940
-1%
减持
IJH
ISHARES TR
-$3.5M
678,502
-2%
减持
IVV
ISHARES TR
-$3.3M
44,663
-8%
增持
IAUM
ISHARES GOLD TR
+$2.5M
83,996
+2127%
减持
IAU
ISHARES GOLD TR
-$2.5M
17,131
-76%
增持
AMZN
AMAZON COM INC
+$2.0M
61,108
+40%
减持
AAPL
APPLE INC
-$1.8M
58,416
-1%
减持
SPY
SPDR S&P 500 ETF TR
-$1.7M
55,518
-1%
减持
IJR
ISHARES TR
-$1.5M
101,231
-3%
减持
EFA
ISHARES TR
-$1.5M
31,849
-41%
减持
AGG
ISHARES TR
-$1.4M
2,481
-86%
减持
GOOGL
ALPHABET INC
-$1.3M
36,380
-0%
减持
ICF
ISHARES TR
-$1.2M
8,168
-71%
减持
MSFT
MICROSOFT CORP
-$949.8K
17,810
-2%
减持
SCHO
SCHWAB STRATEGIC TR
-$860.6K
57,855
-39%
增持
SPMD
SPDR SER TR
+$852.0K
238,636
+15%
增持
XSOE
WISDOMTREE TR
+$837.9K
357,303
+7%
减持
SGOV
ISHARES TR
-$828.7K
41,218
-17%
减持
VTI
VANGUARD INDEX FDS
-$729.6K
39,425
-1%
增持
SPYM
SPDR SER TR
+$715.5K
135,245
+14%
增持
DFAI
DIMENSIONAL ETF TRUST
+$626.7K
107,454
+15%
减持
AVGO
BROADCOM INC
-$586.7K
8,205
-3%
增持
NVDA
NVIDIA CORPORATION
-$536.9K
20,779
+0%
增持
SPSM
SPDR SER TR
-$493.2K
260,453
+5%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$447.9K
7,454
-4%
减持
GDX
VANECK ETF TRUST
+$411.0K
39,500
-5%
减持
IWM
ISHARES TR
-$405.5K
16,375
-1%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$404.4K
2,489
+155%
清仓
PICK
ISHARES INC
-$379.2K
0
-100%
减持
PJAN
INNOVATOR ETFS TRUST
-$350.5K
64,392
-10%
减持
DHR
DANAHER CORPORATION
-$342.2K
10,318
-4%
减持
V
VISA INC
+$321.3K
9,887
-1%
减持
BRO
BROWN & BROWN INC
+$319.7K
16,495
-3%
减持
—
EATON CORP PLC
-$308.7K
2,350
-18%
减持
IDV
ISHARES TR
-$297.9K
112,455
-19%
增持
NOC
NORTHROP GRUMMAN CORP
+$289.0K
2,371
+20%
增持
MA
MASTERCARD INCORPORATED
+$274.2K
1,729
+35%
增持
TSLA
TESLA INC
+$263.0K
3,441
+121%
增持
PAPR
INNOVATOR ETFS TRUST
+$262.7K
37,895
+28%
减持
MAR
MARRIOTT INTL INC NEW
-$262.0K
2,899
-15%
减持
NOW
SERVICENOW INC
-$220.7K
800
-1%
减持
VYM
VANGUARD WHITEHALL FDS
-$206.6K
87,040
-3%
增持
NFLX
NETFLIX INC
+$203.6K
962
+24%
减持
MRK
MERCK & CO INC
-$203.5K
15,965
-3%
减持
IWF
ISHARES TR
-$190.9K
4,220
-1%
增持
RTX
RTX CORPORATION
+$183.0K
10,899
+0%
减持
NSC
NORFOLK SOUTHN CORP
-$179.9K
3,670
-18%
增持
PG
PROCTER AND GAMBLE CO
+$178.3K
8,131
+13%
减持
CRM
SALESFORCE INC
-$178.3K
2,591
-1%
建仓
CNP
CENTERPOINT ENERGY INC
+$178.2K
4,919
减持
HD
HOME DEPOT INC
-$171.7K
6,976
-1%
建仓
MSTR
MICROSTRATEGY INC
+$167.2K
580
增持
VEA
VANGUARD TAX-MANAGED FDS
+$149.1K
47,890
+0%
减持
GDXJ
VANECK ETF TRUST
+$148.8K
16,360
-11%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$148.8K
102,892
-1%
减持
ABBV
ABBVIE INC
+$145.7K
7,041
-6%
减持
LLY
ELI LILLY & CO
+$143.7K
3,925
-2%
减持
YUM
YUM BRANDS INC
+$143.4K
9,048
-5%
减持
DUK
DUKE ENERGY CORP NEW
+$142.8K
11,699
-2%
增持
GE
GE AEROSPACE
+$136.7K
1,941
+29%
建仓
PFEB
INNOVATOR ETFS TRUST
+$131.0K
3,657
减持
ITW
ILLINOIS TOOL WKS INC
-$129.4K
792
-38%
减持
AXP
AMERICAN EXPRESS CO
-$127.7K
3,983
-1%
建仓
WEC
WEC ENERGY GROUP INC
+$122.9K
1,128
减持
AMGN
AMGEN INC
+$119.0K
2,599
-2%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
+$116.7K
5,058
-0%
减持
SLV
ISHARES SILVER TR
+$114.5K
34,125
-5%
增持
ORCL
ORACLE CORP
-$113.7K
5,479
+4%
减持
VBR
VANGUARD INDEX FDS
-$113.3K
3,609
-9%
清仓
IVOO
VANGUARD ADMIRAL FDS INC
-$109.6K
0
-100%
减持
CAT
CATERPILLAR INC
-$107.4K
2,345
-3%
减持
SNPS
SYNOPSYS INC
-$106.9K
1,531
-3%
增持
VB
VANGUARD INDEX FDS
-$104.9K
10,652
+4%
增持
CVX
CHEVRON CORP NEW
+$103.4K
4,449
+1%
增持
CMG
CHIPOTLE MEXICAN GRILL INC
-$101.6K
12,446
+3%
减持
—
ACCENTURE PLC IRELAND
-$101.5K
2,111
-2%
增持
T
AT&T INC
+$101.4K
4,014
+657%
减持
SCHB
SCHWAB STRATEGIC TR
-$100.8K
53,964
-3%
减持
ROK
ROCKWELL AUTOMATION INC
-$97.2K
2,285
-5%
增持
BA
BOEING CO
+$97.1K
801
+259%
减持
MCD
MCDONALDS CORP
+$94.5K
5,692
-2%
减持
—
EXXON MOBIL CORP
+$93.4K
11,065
-3%
减持
SCHA
SCHWAB STRATEGIC TR
-$91.5K
26,658
-4%
减持
VBK
VANGUARD INDEX FDS
-$88.6K
2,913
-1%
建仓
EFSI
EAGLE FINL SVCS INC
+$85.5K
2,609
建仓
PCG
PG&E CORP
+$82.0K
4,775
减持
AMAT
APPLIED MATLS INC
-$81.9K
3,069
-5%
增持
VZ
VERIZON COMMUNICATIONS INC
+$81.3K
4,801
+41%
减持
APD
AIR PRODS & CHEMS INC
-$81.0K
2,239
-12%
建仓
DKS
DICKS SPORTING GOODS INC
+$80.6K
400
减持
NEE
NEXTERA ENERGY INC
-$74.5K
23,197
-3%
减持
ROP
ROPER TECHNOLOGIES INC
+$70.8K
1,060
-1%
清仓
SYY
SYSCO CORP
-$68.8K
0
-100%
减持
CSCO
CISCO SYS INC
-$68.2K
14,372
-11%
减持
EPD
ENTERPRISE PRODS PARTNERS L
+$67.6K
24,614
-0%
减持
BLK
BLACKROCK INC
-$65.0K
331
-10%
减持
LMT
LOCKHEED MARTIN CORP
-$64.9K
1,110
-4%
减持
META
META PLATFORMS INC
-$62.0K
4,854
-1%
减持
TXN
TEXAS INSTRS INC
-$62.0K
732
-29%
增持
MDLZ
MONDELEZ INTL INC
+$59.2K
5,251
+6%
建仓
TR
TOOTSIE ROLL INDS INC
+$58.4K
1,854
增持
UNH
UNITEDHEALTH GROUP INC
+$58.0K
2,413
+1%
减持
IVW
ISHARES TR
-$55.5K
2,058
-15%
增持
PGR
PROGRESSIVE CORP
+$54.1K
1,240
+0%
减持
ELV
ELEVANCE HEALTH INC
-$51.7K
1,295
-22%
增持
GS
GOLDMAN SACHS GROUP INC
+$51.7K
213
+88%
增持
PANW
PALO ALTO NETWORKS INC
-$50.9K
4,754
+0%
减持
PSA
PUBLIC STORAGE OPER CO
-$50.6K
286
-37%
减持
JNJ
JOHNSON & JOHNSON
-$50.2K
6,405
-17%
清仓
VTWO
VANGUARD SCOTTSDALE FDS
-$49.6K
0
-100%
增持
AMT
AMERICAN TOWER CORP NEW
+$47.7K
1,399
+1%
增持
SYK
STRYKER CORPORATION
+$47.6K
3,249
+1%
减持
SCHF
SCHWAB STRATEGIC TR
+$46.9K
65,533
-3%
减持
PEP
PEPSICO INC
-$44.0K
10,130
-1%
增持
SCHW
SCHWAB CHARLES CORP
+$43.3K
4,917
+7%
减持
VOOG
VANGUARD ADMIRAL FDS INC
-$42.2K
480
-13%
减持
VHT
VANGUARD WORLD FD
-$41.2K
34
-83%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$41.0K
8,301
-2%
减持
VTV
VANGUARD INDEX FDS
+$38.7K
12,242
-0%
增持
VGT
VANGUARD WORLD FD
+$38.7K
100
+300%
减持
KO
COCA COLA CO
+$38.5K
7,541
-7%
减持
NKE
NIKE INC
-$36.9K
2,423
-4%
减持
IWD
ISHARES TR
+$36.7K
15,580
-0%
减持
SCHM
SCHWAB STRATEGIC TR
-$36.5K
23,336
-0%
减持
IEMG
ISHARES INC
+$36.3K
21,239
-0%
减持
DIS
DISNEY WALT CO
-$35.8K
1,977
-4%
建仓
NRG
NRG ENERGY INC
+$35.6K
373
减持
MCHP
MICROCHIP TECHNOLOGY INC.
-$35.2K
3,166
-4%
减持
—
CHUBB LIMITED
+$35.1K
1,646
-2%
减持
ITA
ISHARES TR
-$34.8K
668
-29%
增持
APH
AMPHENOL CORP NEW
-$34.3K
9,201
+0%
减持
MKC
MCCORMICK & CO INC
-$32.9K
1,647
-25%
减持
GLD
SPDR GOLD TR
-$32.2K
526
-31%
减持
CMCSA
COMCAST CORP NEW
-$32.0K
12,909
-5%
减持
VWO
VANGUARD INTL EQUITY INDEX F
+$30.8K
35,995
-1%
减持
EMC
GLOBAL X FDS
-$30.3K
1,072
-52%
增持
AEP
AMERICAN ELEC PWR CO INC
+$29.1K
410
+141%
减持
TMUS
T-MOBILE US INC
+$29.0K
1,417
-10%
减持
CLX
CLOROX CO DEL
-$28.3K
795
-11%
增持
GEV
GE VERNOVA INC
+$27.8K
420
+38%
减持
EA
ELECTRONIC ARTS INC
-$27.6K
160
-54%
减持
INTC
INTEL CORP
-$27.3K
1,427
-52%
建仓
ZFEB
INNOVATOR ETFS TRUST
+$26.7K
1,130
清仓
SCZ
ISHARES TR
-$24.9K
0
-100%
增持
VO
VANGUARD INDEX FDS
-$24.8K
32,583
+2%
建仓
EBAY
EBAY INC.
+$24.2K
358
减持
BKNG
BOOKING HOLDINGS INC
-$24.0K
39
-5%
