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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 2
增持 27
减持 119
清仓 2
方向
标的
Δ市值
现股数(环比)
增持
SPTI
SPDR SERIES TRUST
+$15.6M
4,467,604
+13%
增持
IEMG
ISHARES INC
+$9.1M
150,923
+952%
增持
SPTS
SPDR SERIES TRUST
+$7.6M
2,571,402
+11%
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
XSOE
WISDOMTREE TR
-$7.1M
195,061
-54%
减持
SCHX
SCHWAB STRATEGIC TR
+$6.9M
4,479,882
-1%
增持
DFAI
DIMENSIONAL ETF TRUST
+$4.1M
326,189
+46%
减持
VOO
VANGUARD INDEX FDS
+$3.1M
122,842
-3%
减持
AAPL
APPLE INC
+$2.6M
57,827
-2%
增持
SPYM
SPDR SERIES TRUST
+$2.5M
241,518
+7%
减持
SPY
SPDR S&P 500 ETF TR
+$2.4M
53,791
-1%
减持
GOOGL
ALPHABET INC
+$2.2M
34,956
-3%
增持
SPMD
SPDR SERIES TRUST
+$1.8M
287,385
+7%
增持
SPSM
SPDR SERIES TRUST
+$1.7M
295,138
+5%
减持
IVV
ISHARES TR
+$1.1M
41,223
-3%
减持
GDX
VANECK ETF TRUST
+$916.2K
38,039
-0%
减持
IJR
ISHARES TR
+$688.1K
94,592
-2%
增持
JMSB
JOHN MARSHALL BANCORP INC
+$628.0K
348,424
+4%
减持
IJH
ISHARES TR
+$623.3K
624,959
-3%
减持
NVDA
NVIDIA CORPORATION
+$595.5K
21,056
-0%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$552.9K
88,734
-10%
减持
GOOG
ALPHABET INC
+$455.9K
7,020
-1%
减持
VYM
VANGUARD WHITEHALL FDS
+$408.5K
85,110
-2%
减持
AMZN
AMAZON COM INC
-$384.0K
59,309
-3%
减持
VTI
VANGUARD INDEX FDS
-$365.5K
34,282
-10%
减持
IWM
ISHARES TR
+$354.7K
15,089
-1%
减持
IAUM
ISHARES GOLD TR
+$349.7K
67,805
-1%
减持
JPM
JPMORGAN CHASE & CO.
+$346.2K
18,767
-2%
减持
AVGO
BROADCOM INC
+$320.3K
7,727
-4%
减持
V
VISA INC
-$294.8K
8,576
-6%
减持
ABBV
ABBVIE INC
+$267.9K
6,423
-2%
减持
VO
VANGUARD INDEX FDS
+$262.3K
32,094
-2%
减持
MSFT
MICROSOFT CORP
+$260.8K
17,539
-1%
减持
AGG
ISHARES TR
-$246.2K
0
-100%
减持
CMG
CHIPOTLE MEXICAN GRILL INC
-$240.1K
13,295
-2%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$237.1K
27,367
+9%
减持
APH
AMPHENOL CORP NEW
+$233.7K
9,456
-0%
减持
TSLA
TESLA INC
-$232.8K
1,768
-45%
减持
HD
HOME DEPOT INC
+$216.9K
6,729
-2%
减持
NOC
NORTHROP GRUMMAN CORP
+$201.5K
2,273
-4%
减持
CAT
CATERPILLAR INC
+$198.6K
2,495
-2%
减持
IWF
ISHARES TR
+$178.4K
4,206
-0%
减持
—
ACCENTURE PLC IRELAND
-$176.5K
1,861
-12%
减持
RTX
RTX CORPORATION
+$175.2K
10,622
-3%
减持
IAU
ISHARES GOLD TR
+$167.7K
17,010
-1%
减持
VB
VANGUARD INDEX FDS
+$162.7K
12,704
-2%
减持
SCHO
SCHWAB STRATEGIC TR
-$162.6K
47,872
-12%
减持
JNJ
JOHNSON & JOHNSON
+$156.7K
5,812
-4%
减持
NFLX
NETFLIX INC
-$152.5K
973
-1%
减持
HON
HONEYWELL INTL INC
-$151.9K
2,106
-18%
减持
NSC
NORFOLK SOUTHN CORP
+$148.1K
3,535
-1%
减持
SYK
STRYKER CORPORATION
-$144.0K
3,088
-5%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$138.9K
38,319
-10%
减持
DHI
D R HORTON INC
+$126.9K
4,608
-9%
减持
COST
COSTCO WHSL CORP NEW
-$125.2K
1,839
-0%
减持
GE
GE AEROSPACE
+$124.1K
2,991
-1%
建仓
IRM
IRON MTN INC DEL
+$116.3K
1,141
减持
KMI
KINDER MORGAN INC DEL
-$110.3K
30,872
-8%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
-$105.2K
4,984
-3%
减持
ROP
ROPER TECHNOLOGIES INC
-$101.8K
1,070
-5%
减持
LLY
ELI LILLY & CO
-$98.0K
3,715
-1%
减持
PJAN
INNOVATOR ETFS TRUST
+$96.1K
64,037
-1%
减持
NEE
NEXTERA ENERGY INC
+$93.4K
21,957
-3%
减持
MSTR
STRATEGY INC
-$92.4K
427
-25%
减持
EFA
ISHARES TR
+$76.8K
26,814
-1%
减持
SCHB
SCHWAB STRATEGIC TR
-$76.3K
44,525
-13%
增持
CRM
SALESFORCE INC
-$74.5K
2,685
+3%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$73.6K
6,760
-9%
减持
SCHF
SCHWAB STRATEGIC TR
+$72.8K
65,069
-0%
增持
SGOV
ISHARES TR
+$72.8K
39,372
+2%
减持
VBR
VANGUARD INDEX FDS
-$68.5K
2,970
-16%
减持
IVE
ISHARES TR
-$67.8K
1,318
-24%
增持
ELV
ELEVANCE HEALTH INC FORMERLY
-$65.3K
1,287
+4%
减持
—
EATON CORP PLC
-$63.1K
1,930
-12%
减持
TGT
TARGET CORP
-$63.1K
974
-36%
减持
UNH
UNITEDHEALTH GROUP INC
+$62.6K
2,195
-2%
减持
SPYX
SPDR SERIES TRUST
-$61.6K
1,021
-56%
减持
IWD
ISHARES TR
+$60.0K
14,211
-3%
减持
CSCO
CISCO SYS INC
-$57.9K
13,452
-5%
减持
EMR
EMERSON ELEC CO
-$55.7K
2,052
-16%
减持
AMT
AMERICAN TOWER CORP NEW
-$54.5K
1,324
-5%
减持
TRV
TRAVELERS COMPANIES INC
-$54.0K
1,445
-15%
减持
VBK
VANGUARD INDEX FDS
+$53.7K
2,825
-1%
减持
CL
COLGATE PALMOLIVE CO
-$53.3K
3,581
-4%
减持
SNPS
SYNOPSYS INC
-$52.5K
1,524
-3%
增持
LMT
LOCKHEED MARTIN CORP
+$51.2K
1,086
+2%
减持
IWN
ISHARES TR
+$50.8K
2,818
-1%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$49.1K
7,304
-2%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$49.0K
923
+5%
减持
BNL
BROADSTONE NET LEASE INC
+$48.0K
45,414
-5%
减持
PG
PROCTER AND GAMBLE CO
-$46.4K
8,129
-0%
减持
PH
PARKER-HANNIFIN CORP
-$46.1K
526
-17%
减持
DIS
DISNEY WALT CO
-$44.4K
1,862
-10%
增持
DGRO
ISHARES TR
+$44.3K
7,032
+3%
减持
TREX
TREX CO INC
-$43.6K
6,447
-7%
减持
MKC
MCCORMICK & CO INC
-$43.1K
1,396
-22%
减持
PFE
PFIZER INC
-$43.0K
9,929
-19%
减持
IDV
ISHARES TR
+$41.6K
106,387
-5%
减持
KO
COCA COLA CO
-$41.2K
6,904
-2%
增持
BLK
BLACKROCK INC
+$40.9K
342
+0%
减持
VXF
VANGUARD INDEX FDS
+$40.5K
2,703
-1%
增持
PANW
PALO ALTO NETWORKS INC
+$40.3K
5,860
+4%
增持
ADP
AUTOMATIC DATA PROCESSING IN
-$40.0K
2,806
+0%
减持
MDLZ
MONDELEZ INTL INC
-$39.7K
5,050
-4%
减持
—
CHUBB LIMITED
-$39.1K
1,590
-6%
减持
SCHM
SCHWAB STRATEGIC TR
+$38.6K
24,883
-0%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$38.5K
2,464
-1%
减持
IUSV
ISHARES TR
-$37.9K
10,690
-9%
增持
CMCSA
COMCAST CORP NEW
-$37.8K
13,459
+4%
减持
SCHE
SCHWAB STRATEGIC TR
+$37.0K
14,992
-2%
减持
PM
PHILIP MORRIS INTL INC
-$36.3K
1,100
-6%
增持
IFF
INTERNATIONAL FLAVORS&FRAGRA
+$35.6K
1,100
+150%
减持
VTV
VANGUARD INDEX FDS
+$35.5K
11,760
-4%
减持
SCHA
SCHWAB STRATEGIC TR
-$34.6K
17,812
-15%
减持
GM
GENERAL MTRS CO
-$34.5K
815
-52%
减持
LHX
L3HARRIS TECHNOLOGIES INC
+$34.2K
770
-4%
减持
AXP
AMERICAN EXPRESS CO
+$34.0K
4,034
-1%
减持
MTCH
MATCH GROUP INC NEW
-$33.4K
556
-68%
减持
CME
CME GROUP INC
-$31.9K
290
-28%
减持
LH
LABCORP HOLDINGS INC
-$30.9K
3,779
-11%
减持
APD
AIR PRODS & CHEMS INC
-$30.4K
2,257
-1%
减持
SCHD
SCHWAB STRATEGIC TR
-$30.0K
2,515
-32%
减持
DVY
ISHARES TR
+$28.1K
4,673
-2%
增持
MELI
MERCADOLIBRE INC
-$28.0K
120
+2%
增持
—
DUPONT DE NEMOURS INC
+$26.1K
1,327
+18%
减持
PGR
PROGRESSIVE CORP
-$25.7K
1,278
-0%
减持
UPS
UNITED PARCEL SERVICE INC
-$25.1K
355
-35%
减持
CSX
CSX CORP
+$25.1K
8,912
-0%
减持
META
META PLATFORMS INC
-$24.6K
4,838
-0%
建仓
ZOCT
INNOVATOR ETFS TRUST
+$23.9K
900
减持
ICF
ISHARES TR
-$23.6K
2,468
-14%
减持
GLD
SPDR GOLD TR
+$22.7K
515
-2%
减持
BKNG
BOOKING HOLDINGS INC
-$22.5K
28
-7%
减持
—
EXXON MOBIL CORP
+$22.0K
11,224
-3%
增持
PSA
PUBLIC STORAGE OPER CO
+$21.6K
404
+25%
清仓
SCHH
SCHWAB STRATEGIC TR
-$21.5K
0
-100%
增持
SCHW
SCHWAB CHARLES CORP
+$20.9K
4,919
+0%
减持
—
MEDTRONIC PLC
-$20.4K
1,422
-20%
减持
COO
COOPER COS INC
-$19.1K
1,216
-16%
减持
PEP
PEPSICO INC
+$18.0K
9,630
-5%
减持
QQQ
INVESCO QQQ TR
+$17.8K
513
-2%
增持
NOW
SERVICENOW INC
-$17.7K
889
+9%
增持
BALL
BALL CORP
+$17.0K
2,565
+28%
减持
GLW
CORNING INC
-$16.6K
330
-60%
清仓
AKAM
AKAMAI TECHNOLOGIES INC
-$16.0K
0
-100%
减持
LOW
LOWES COS INC
+$15.3K
1,275
-7%
减持
INTC
INTEL CORP
+$14.5K
1,341
-1%
减持
DHR
DANAHER CORPORATION
-$14.4K
10,453
-1%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$14.2K
7,001
-2%
减持
J
JACOBS SOLUTIONS INC
+$14.1K
1,802
-7%
增持
EW
EDWARDS LIFESCIENCES CORP
+$13.7K
3,176
+6%
