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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 6
增持 39
减持 100
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
SPTI
SPDR SERIES TRUST
+$4.9M
4,645,677
+4%
增持
SPTS
SPDR SERIES TRUST
+$4.3M
2,721,333
+6%
增持
IEMG
ISHARES INC
+$3.3M
196,890
+30%
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
-$2.2M
133,952
-31%
增持
DFAI
DIMENSIONAL ETF TRUST
+$2.1M
367,406
+13%
减持
GOOGL
ALPHABET INC
+$2.1M
33,942
-3%
减持
SCHX
SCHWAB STRATEGIC TR
+$1.4M
4,435,795
-1%
增持
SPMD
SPDR SERIES TRUST
+$1.3M
306,938
+7%
减持
AMZN
AMAZON COM INC
-$1.2M
51,042
-14%
增持
LLY
ELI LILLY & CO
+$1.2M
3,789
+2%
增持
SGOV
ISHARES TR
+$1.1M
50,207
+28%
增持
SPYM
SPDR SERIES TRUST
+$996.3K
248,277
+3%
减持
MSFT
MICROSOFT CORP
-$826.5K
17,075
-3%
减持
AAPL
APPLE INC
+$748.4K
56,915
-2%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$721.0K
75,471
-15%
建仓
MNST
MONSTER BEVERAGE CORP NEW
+$696.0K
9,078
减持
SPY
SPDR S&P 500 ETF TR
+$694.2K
53,556
-0%
增持
SPSM
SPDR SERIES TRUST
+$677.7K
306,200
+4%
增持
CAT
CATERPILLAR INC
+$658.4K
3,227
+29%
减持
SLV
ISHARES SILVER TR
+$589.3K
31,158
-7%
减持
META
META PLATFORMS INC
-$546.9K
4,554
-6%
减持
ORCL
ORACLE CORP
-$502.8K
5,326
-3%
减持
GOOG
ALPHABET INC
+$479.0K
6,975
-1%
减持
HD
HOME DEPOT INC
-$441.7K
6,640
-1%
减持
UNH
UNITEDHEALTH GROUP INC
-$423.2K
1,014
-54%
减持
CMG
CHIPOTLE MEXICAN GRILL INC
-$378.2K
3,859
-71%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$364.8K
6,189
+6028%
减持
VOO
VANGUARD INDEX FDS
+$359.1K
120,828
-2%
减持
SNPS
SYNOPSYS INC
-$352.7K
850
-44%
减持
IJH
ISHARES TR
-$352.7K
612,609
-2%
增持
AUB
ATLANTIC UN BANKSHARES CORP
+$340.1K
23,233
+71%
减持
IDV
ISHARES TR
-$318.8K
90,484
-15%
减持
IVV
ISHARES TR
-$310.7K
39,828
-3%
增持
CRM
SALESFORCE INC
+$291.7K
3,503
+30%
减持
VO
VANGUARD INDEX FDS
-$285.7K
31,597
-2%
减持
LH
LABCORP HOLDINGS INC
-$258.1K
3,295
-13%
增持
CDNS
CADENCE DESIGN SYSTEM INC
+$256.2K
1,413
+168%
减持
GDX
VANECK ETF TRUST
-$223.0K
31,284
-18%
减持
EFA
ISHARES TR
-$220.3K
23,777
-11%
减持
COST
COSTCO WHSL CORP NEW
-$214.7K
1,725
-6%
减持
ROP
ROPER TECHNOLOGIES INC
-$206.4K
735
-31%
减持
DUK
DUKE ENERGY CORP NEW
-$195.9K
9,160
-11%
增持
MAR
MARRIOTT INTL INC NEW
+$192.8K
3,579
+2%
减持
MRK
MERCK & CO INC
+$190.1K
14,005
-8%
增持
VUG
VANGUARD INDEX FDS
+$187.2K
7,718
+4%
减持
PJAN
INNOVATOR ETFS TRUST
-$180.4K
58,531
-9%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$180.1K
6,947
-5%
增持
NFLX
NETFLIX INC
-$172.3K
10,604
+990%
减持
HON
HONEYWELL INTL INC
-$168.6K
1,408
-33%
减持
RTX
RTX CORPORATION
+$164.3K
10,587
-0%
增持
AMAT
APPLIED MATLS INC
+$156.7K
2,987
+0%
增持
AXP
AMERICAN EXPRESS CO
+$156.1K
4,044
+0%
减持
PG
PROCTER AND GAMBLE CO
-$143.5K
7,714
-5%
减持
DHI
D R HORTON INC
-$137.0K
4,471
-3%
减持
URI
UNITED RENTALS INC
-$135.3K
918
-0%
减持
PEP
PEPSICO INC
-$134.8K
8,413
-13%
减持
LRCX
LAM RESEARCH CORP
+$125.5K
3,574
-2%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$122.7K
51
-83%
减持
IUSV
ISHARES TR
-$121.5K
9,235
-14%
减持
SCHB
SCHWAB STRATEGIC TR
-$121.5K
39,010
-12%
减持
TREX
TREX CO INC
-$119.5K
6,088
-6%
增持
GE
GE AEROSPACE
+$117.7K
3,303
+10%
清仓
EME
EMCOR GROUP INC
-$116.9K
0
-100%
清仓
IRM
IRON MTN INC DEL
-$116.3K
0
-100%
减持
IAU
ISHARES GOLD TR
+$115.7K
16,675
-2%
减持
VYM
VANGUARD WHITEHALL FDS
-$115.3K
82,782
-3%
增持
ISRG
INTUITIVE SURGICAL INC
+$114.3K
779
+7%
减持
GDXJ
VANECK ETF TRUST
-$110.9K
12,702
-19%
减持
JNJ
JOHNSON & JOHNSON
+$105.9K
5,719
-2%
减持
CSCO
CISCO SYS INC
+$97.5K
13,214
-2%
建仓
PDEC
INNOVATOR ETFS TRUST
+$97.0K
2,235
减持
NEE
NEXTERA ENERGY INC
+$95.2K
21,833
-1%
增持
ADP
AUTOMATIC DATA PROCESSING IN
-$94.5K
2,833
+1%
减持
DHR
DANAHER CORPORATION
+$92.9K
9,460
-9%
减持
APH
AMPHENOL CORP NEW
+$92.0K
9,337
-1%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$88.8K
38,177
-0%
减持
MKC
MCCORMICK & CO INC
-$88.1K
78
-94%
清仓
—
UNILEVER PLC
-$88.0K
0
-100%
建仓
UL
UNILEVER PLC
+$85.9K
1,314
减持
UNP
UNION PAC CORP
-$85.7K
1,515
-18%
减持
PFEB
INNOVATOR ETFS TRUST
-$82.7K
1,534
-58%
增持
IDXX
IDEXX LABS INC
+$82.6K
141
+605%
减持
YUM
YUM BRANDS INC
-$79.9K
8,528
-5%
减持
CMCSA
COMCAST CORP NEW
-$79.0K
11,505
-15%
减持
IWD
ISHARES TR
+$75.3K
14,113
-1%
增持
NOC
NORTHROP GRUMMAN CORP
-$75.2K
2,297
+1%
减持
SPGI
S&P GLOBAL INC
-$74.7K
169
-50%
增持
PH
PARKER-HANNIFIN CORP
+$71.5K
535
+2%
减持
MSI
MOTOROLA SOLUTIONS INC
-$70.3K
643
-7%
减持
AVGO
BROADCOM INC
+$68.7K
7,564
-2%
减持
MCD
MCDONALDS CORP
-$68.5K
5,145
-5%
减持
IJR
ISHARES TR
-$68.1K
92,963
-2%
减持
APD
AIR PRODS & CHEMS INC
-$67.4K
2,219
-2%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$65.8K
203
-60%
减持
TMUS
T-MOBILE US INC
-$65.7K
1,525
-3%
增持
PANW
PALO ALTO NETWORKS INC
-$65.0K
6,125
+5%
减持
IWM
ISHARES TR
-$63.6K
14,573
-3%
减持
V
VISA INC
+$63.3K
8,528
-1%
减持
DGX
QUEST DIAGNOSTICS INC
-$62.2K
1,265
-14%
增持
NOW
SERVICENOW INC
-$60.3K
4,947
+456%
减持
WSM
WILLIAMS SONOMA INC
-$58.3K
330
-45%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$56.1K
4,813
-31%
减持
—
EXXON MOBIL CORP
+$55.8K
10,980
-2%
减持
KNSL
KINSALE CAP GROUP INC
-$55.2K
1,081
-4%
减持
BX
BLACKSTONE INC
-$54.7K
2,210
-4%
减持
ALB
ALBEMARLE CORP
-$54.5K
0
-100%
增持
PSA
PUBLIC STORAGE OPER CO
+$54.3K
659
+63%
减持
—
DUPONT DE NEMOURS INC
-$54.0K
1,227
-8%
减持
J
JACOBS SOLUTIONS INC
-$53.2K
1,637
-9%
减持
ICF
ISHARES TR
-$52.9K
1,663
-33%
减持
VTI
VANGUARD INDEX FDS
-$50.3K
33,459
-2%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$50.3K
2,517
+2%
建仓
Q
QNITY ELECTRONICS INC
+$50.1K
613
减持
NSC
NORFOLK SOUTHN CORP
-$50.0K
3,505
-1%
建仓
XT
ISHARES TR
+$48.8K
700
减持
VLTO
VERALTO CORP
-$46.8K
1,471
-19%
减持
—
CHUBB LIMITED
+$45.2K
1,582
-1%
减持
MELI
MERCADOLIBRE INC
-$44.8K
117
-3%
减持
ROK
ROCKWELL AUTOMATION INC
+$42.5K
1,666
-4%
减持
GM
GENERAL MTRS CO
-$41.6K
100
-88%
增持
LUV
SOUTHWEST AIRLS CO
+$41.4K
1,003
+33333%
减持
ABT
ABBOTT LABS
-$40.7K
3,403
-2%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$39.8K
1,171
+27%
增持
NVDA
NVIDIA CORPORATION
+$38.7K
21,274
+1%
减持
HWM
HOWMET AEROSPACE INC
-$37.6K
117
-63%
清仓
USB
US BANCORP DEL
-$36.6K
0
-100%
增持
GLD
SPDR GOLD TR
+$34.9K
550
+7%
清仓
GTLS
CHART INDS INC
-$34.8K
0
-100%
增持
EW
EDWARDS LIFESCIENCES CORP
+$34.7K
3,304
+4%
减持
IVW
ISHARES TR
-$32.1K
1,337
-18%
减持
SHOP
SHOPIFY INC
-$32.0K
755
-27%
增持
MDLZ
MONDELEZ INTL INC
-$31.5K
5,270
+4%
增持
GEHC
GE HEALTHCARE TECHNOLOGIES I
+$30.6K
1,347
+27%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$30.0K
27,023
-1%
减持
TMO
THERMO FISHER SCIENTIFIC INC
+$29.6K
591
-8%
减持
VOT
VANGUARD INDEX FDS
-$28.8K
230
-27%
增持
GEV
GE VERNOVA INC
+$26.5K
511
+2%
减持
ABBV
ABBVIE INC
-$26.4K
6,393
-0%
减持
VDE
VANGUARD WORLD FD
-$25.9K
150
-58%
减持
PFE
PFIZER INC
-$24.4K
9,179
-8%
减持
PAPR
INNOVATOR ETFS TRUST
+$23.8K
37,885
-0%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
-$23.4K
5,040
+1%
建仓
KOMP
SPDR SERIES TRUST
+$23.3K
390
减持
MAS
MASCO CORP
-$22.8K
746
-25%
减持
VB
VANGUARD INDEX FDS
+$22.5K
12,633
-1%
减持
IAUM
ISHARES GOLD TR
-$21.6K
60,220
-11%
减持
BAC
BANK AMERICA CORP
+$21.6K
8,137
-1%
减持
EMR
EMERSON ELEC CO
-$21.5K
1,866
-9%
减持
GLW
CORNING INC
-$20.7K
73
-78%
增持
BNL
BROADSTONE NET LEASE INC
-$20.2K
45,558
+0%
