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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 5
增持 59
减持 74
清仓 12
方向
标的
Δ市值
现股数(环比)
增持
SPYM
SPDR SERIES TRUST
+$7.5M
225,968
+67%
增持
DFAI
DIMENSIONAL ETF TRUST
+$4.4M
223,625
+108%
增持
SPTS
SPDR SERIES TRUST
+$4.3M
2,313,895
+7%
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
SPTI
SPDR SERIES TRUST
+$4.1M
3,944,118
+3%
减持
VOO
VANGUARD INDEX FDS
+$3.5M
126,965
-5%
增持
XSOE
WISDOMTREE TR
+$3.5M
420,326
+18%
增持
SPMD
SPDR SERIES TRUST
+$2.4M
269,232
+13%
减持
SPY
SPDR S&P 500 ETF TR
+$2.4M
54,160
-2%
减持
MSFT
MICROSOFT CORP
+$2.1M
17,739
-0%
减持
IVV
ISHARES TR
+$1.4M
42,646
-5%
增持
SPSM
SPDR SERIES TRUST
+$1.3M
280,214
+8%
增持
NVDA
NVIDIA CORPORATION
+$1.1M
21,097
+2%
增持
AAPL
APPLE INC
-$857.0K
59,068
+1%
减持
AVGO
BROADCOM INC
+$855.1K
8,086
-1%
减持
JPM
JPMORGAN CHASE & CO.
+$804.9K
19,225
-1%
减持
VTI
VANGUARD INDEX FDS
+$798.0K
38,213
-3%
减持
META
META PLATFORMS INC
+$779.9K
4,847
-0%
增持
VO
VANGUARD INDEX FDS
+$766.9K
32,746
+1%
增持
VB
VANGUARD INDEX FDS
+$711.4K
12,945
+22%
建仓
SCHR
SCHWAB STRATEGIC TR
+$706.3K
28,217
减持
GOOGL
ALPHABET INC
+$693.5K
35,858
-1%
减持
IJH
ISHARES TR
+$570.9K
647,557
-5%
减持
UNH
UNITEDHEALTH GROUP INC
-$568.4K
2,229
-8%
减持
VUG
VANGUARD INDEX FDS
+$505.0K
7,454
-0%
增持
NFLX
NETFLIX INC
+$421.9K
985
+2%
减持
SCHX
SCHWAB STRATEGIC TR
+$401.8K
4,544,697
-9%
增持
GE
GE AEROSPACE
+$387.3K
3,016
+55%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$383.5K
25,185
-30%
减持
VYM
VANGUARD WHITEHALL FDS
+$363.0K
86,923
-0%
减持
IDV
ISHARES TR
+$358.5K
111,471
-1%
减持
IAUM
ISHARES GOLD TR
-$357.4K
68,530
-18%
清仓
—
SANDY SPRING BANCORP INC
-$351.4K
0
-100%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$347.0K
7,458
+0%
增持
PANW
PALO ALTO NETWORKS INC
+$341.7K
5,634
+19%
增持
APH
AMPHENOL CORP NEW
+$333.0K
9,483
+3%
增持
AUB
ATLANTIC UN BANKSHARES CORP
+$329.0K
13,601
+339%
减持
ICF
ISHARES TR
-$326.9K
2,873
-65%
增持
PMAY
INNOVATOR ETFS TRUST
+$313.6K
31,105
+29%
减持
LLY
ELI LILLY & CO
-$309.1K
3,762
-4%
减持
IEMG
ISHARES INC
-$285.1K
14,345
-32%
增持
MAR
MARRIOTT INTL INC NEW
+$272.0K
3,523
+22%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$259.7K
98,849
-4%
减持
SGOV
ISHARES TR
-$257.4K
38,653
-6%
减持
ABBV
ABBVIE INC
-$255.9K
6,569
-7%
减持
V
VISA INC
-$242.6K
9,076
-8%
增持
AXP
AMERICAN EXPRESS CO
+$234.3K
4,094
+3%
增持
CAT
CATERPILLAR INC
+$218.5K
2,555
+9%
增持
NOW
SERVICENOW INC
+$198.9K
813
+2%
减持
PEP
PEPSICO INC
-$184.5K
10,106
-0%
增持
LRCX
LAM RESEARCH CORP
+$183.4K
3,632
+55%
增持
GOOG
ALPHABET INC
+$180.8K
7,068
+3%
减持
EFA
ISHARES TR
-$176.2K
27,149
-15%
增持
PH
PARKER-HANNIFIN CORP
+$175.6K
637
+44%
减持
GDX
VANECK ETF TRUST
+$174.1K
38,224
-3%
增持
RTX
RTX CORPORATION
+$158.4K
10,972
+1%
减持
DUK
DUKE ENERGY CORP NEW
-$151.2K
10,811
-8%
增持
SNPS
SYNOPSYS INC
+$147.8K
1,569
+2%
减持
—
EATON CORP PLC
+$146.6K
2,200
-6%
减持
SCHF
SCHWAB STRATEGIC TR
+$145.7K
65,247
-0%
增持
MRK
MERCK & CO INC
-$145.1K
16,270
+2%
减持
MCD
MCDONALDS CORP
-$143.3K
5,595
-2%
减持
JNJ
JOHNSON & JOHNSON
-$141.2K
6,029
-6%
减持
UPS
UNITED PARCEL SERVICE INC
-$137.7K
543
-69%
增持
GEV
GE VERNOVA INC
+$136.4K
500
+19%
增持
CMG
CHIPOTLE MEXICAN GRILL INC
+$136.2K
13,555
+9%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$134.3K
299
+486%
减持
TSLA
TESLA INC
+$127.3K
3,208
-7%
减持
GDXJ
VANECK ETF TRUST
+$126.4K
15,715
-4%
减持
ZBH
ZIMMER BIOMET HOLDINGS INC
-$121.5K
678
-58%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$119.2K
876
+43700%
清仓
—
MANAGED PORTFOLIO SERIES
-$113.5K
0
-100%
增持
QQQ
INVESCO QQQ TR
+$112.4K
526
+39%
建仓
TPYP
TORTOISE CAPITAL SERIES TRUS
+$111.5K
3,121
减持
FTV
FORTIVE CORP
-$110.5K
2,000
-32%
增持
WFC
WELLS FARGO CO NEW
+$104.2K
9,065
+5%
减持
AMAT
APPLIED MATLS INC
+$100.9K
2,984
-3%
增持
COST
COSTCO WHSL CORP NEW
+$98.6K
1,846
+1%
减持
IWD
ISHARES TR
-$98.3K
14,587
-6%
减持
SCHA
SCHWAB STRATEGIC TR
-$93.0K
21,012
-21%
减持
CSCO
CISCO SYS INC
+$91.4K
14,101
-2%
增持
BSX
BOSTON SCIENTIFIC CORP
+$88.7K
1,219
+191%
减持
YUM
YUM BRANDS INC
-$88.2K
9,013
-0%
增持
SCHM
SCHWAB STRATEGIC TR
+$87.5K
24,918
+7%
增持
DE
DEERE & CO
+$86.9K
314
+103%
减持
TROW
PRICE T ROWE GROUP INC
-$83.1K
415
-69%
增持
COF
CAPITAL ONE FINL CORP
+$82.2K
993
+38%
减持
ELV
ELEVANCE HEALTH INC
-$82.1K
1,237
-4%
增持
CVX
CHEVRON CORP NEW
-$82.0K
4,625
+4%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$82.0K
7,461
-10%
减持
NEE
NEXTERA ENERGY INC
-$80.3K
22,532
-3%
清仓
AYI
ACUITY INC
-$79.0K
0
-100%
减持
SCHO
SCHWAB STRATEGIC TR
-$77.5K
54,582
-6%
减持
IUSV
ISHARES TR
-$77.4K
11,691
-9%
清仓
MATX
MATSON INC
-$76.9K
0
-100%
减持
MELI
MERCADOLIBRE INC
+$74.3K
118
-2%
减持
LOW
LOWES COS INC
-$73.9K
1,375
-15%
增持
—
EXXON MOBIL CORP
-$72.5K
11,535
+4%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$72.4K
5,150
+2%
增持
BA
BOEING CO
+$71.0K
991
+24%
增持
BAC
BANK AMERICA CORP
+$71.0K
9,181
+5%
清仓
OC
OWENS CORNING NEW
-$67.8K
0
-100%
清仓
EXP
EAGLE MATLS INC
-$66.6K
0
-100%
增持
PAPR
INNOVATOR ETFS TRUST
+$66.2K
38,015
+0%
增持
SCHW
SCHWAB CHARLES CORP
+$63.8K
4,918
+0%
减持
D
DOMINION ENERGY INC
-$63.4K
6,238
-16%
减持
MSTR
MICROSTRATEGY INC
+$62.8K
569
-2%
增持
DIS
DISNEY WALT CO
+$62.4K
2,077
+5%
减持
PFE
PFIZER INC
-$61.2K
12,211
-13%
增持
IAU
ISHARES GOLD TR
+$60.1K
17,160
+0%
减持
SCHB
SCHWAB STRATEGIC TR
+$59.2K
51,240
-5%
增持
PM
PHILIP MORRIS INTL INC
+$58.1K
1,174
+20%
减持
LH
LABCORP HOLDINGS INC
+$56.9K
4,250
-7%
减持
ITW
ILLINOIS TOOL WKS INC
-$54.9K
574
-28%
减持
VBK
VANGUARD INDEX FDS
+$54.5K
2,842
-2%
减持
VXF
VANGUARD INDEX FDS
+$54.2K
2,726
-0%
减持
VTV
VANGUARD INDEX FDS
+$52.6K
12,206
-0%
减持
MCHP
MICROCHIP TECHNOLOGY INC.
+$51.9K
2,916
-8%
清仓
BLDR
BUILDERS FIRSTSOURCE INC
-$50.0K
0
-100%
增持
CDNS
CADENCE DESIGN SYSTEM INC
+$49.8K
528
+19%
减持
HD
HOME DEPOT INC
-$47.0K
6,845
-2%
清仓
PHM
PULTE GROUP INC
-$46.3K
0
-100%
增持
ISRG
INTUITIVE SURGICAL INC
+$46.1K
731
+3%
清仓
—
DISCOVER FINL SVCS
-$45.7K
0
-100%
清仓
SYLD
CAMBRIA ETF TR
-$44.7K
0
-100%
减持
NSC
NORFOLK SOUTHN CORP
+$44.6K
3,570
-3%
增持
BLK
BLACKROCK INC
+$44.5K
341
+3%
增持
CVLC
MORGAN STANLEY ETF TRUST
+$44.4K
2,102
+24%
清仓
BWA
BORGWARNER INC
-$44.4K
0
-100%
减持
HON
HONEYWELL INTL INC
+$43.4K
2,556
-2%
减持
TGT
TARGET CORP
-$43.1K
1,525
-18%
减持
CMI
CUMMINS INC
-$41.6K
386
-28%
减持
KO
COCA COLA CO
-$41.6K
7,054
-6%
增持
UAL
UNITED AIRLS HLDGS INC
+$41.0K
610
+455%
减持
SLV
ISHARES SILVER TR
+$40.4K
33,464
-2%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$36.0K
7,128
+48%
增持
BNL
BROADSTONE NET LEASE INC
-$35.8K
47,560
+1%
减持
GIS
GENERAL MLS INC
-$35.3K
1,382
-23%
减持
SCHE
SCHWAB STRATEGIC TR
+$35.1K
15,370
-1%
增持
IEFA
ISHARES TR
+$34.3K
2,466
+9%
减持
CLX
CLOROX CO DEL
-$33.6K
695
-13%
减持
IJR
ISHARES TR
-$33.4K
96,554
-5%
增持
AMGN
AMGEN INC
+$33.0K
3,018
+16%
建仓
RAL
RALLIANT CORP
+$32.2K
664
清仓
—
TRI POINTE HOMES INC
-$31.9K
0
-100%
建仓
—
DORIAN LPG LTD
+$31.7K
1,300
建仓
FDVV
FIDELITY COVINGTON TRUST
+$31.2K
600
增持
MA
MASTERCARD INCORPORATED
+$31.2K
1,742
+1%
减持
NOC
NORTHROP GRUMMAN CORP
-$30.5K
2,367
-0%
减持
VXUS
VANGUARD STAR FDS
-$30.5K
105
-83%
减持
GS
GOLDMAN SACHS GROUP INC
+$30.1K
207
-3%
