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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 4
增持 46
减持 97
清仓 3
方向
标的
Δ市值
现股数(环比)
建仓
BHRB
BURKE HERBERT FINL SVCS CORP
+$11.6M
185,765
增持
SPTS
SPDR SERIES TRUST
+$10.8M
3,101,110
+14%
减持
SCHX
SCHWAB STRATEGIC TR
-$7.3M
4,368,968
-2%
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
+$6.9M
4,915,972
+6%
减持
VOO
VANGUARD INDEX FDS
-$5.1M
118,344
-2%
增持
DFAI
DIMENSIONAL ETF TRUST
+$3.0M
436,189
+19%
增持
AAPL
APPLE INC
+$2.2M
69,792
+23%
减持
SPY
STATE STR SPDR S&P 500 ETF T
-$2.1M
52,993
-1%
增持
SPMD
SPDR SERIES TRUST
+$1.8M
331,194
+8%
增持
MSFT
MICROSOFT CORP
-$1.8M
17,357
+2%
增持
SPYM
SPDR SERIES TRUST
+$1.8M
283,446
+14%
减持
IVV
ISHARES TR
-$1.6M
39,263
-1%
减持
VTI
VANGUARD INDEX FDS
-$1.3M
30,791
-8%
增持
SPSM
SPDR SERIES TRUST
+$1.2M
321,698
+5%
增持
IEMG
ISHARES INC
+$1.2M
206,596
+5%
增持
AMZN
AMAZON COM INC
-$1.1M
51,508
+1%
减持
GOOGL
ALPHABET INC
-$1.0M
33,445
-1%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$654.3K
17,216
+178%
减持
JPM
JPMORGAN CHASE & CO
-$611.0K
18,021
-2%
增持
LLY
ELI LILLY & CO
-$518.9K
3,863
+2%
减持
—
EXXON MOBIL CORP
+$493.4K
10,696
-3%
减持
IJH
ISHARES TR
-$468.4K
591,793
-3%
减持
V
VISA INC
-$465.6K
8,355
-2%
增持
CAT
CATERPILLAR INC
+$462.4K
3,262
+1%
减持
VO
VANGUARD INDEX FDS
-$438.4K
30,405
-4%
减持
IDV
ISHARES TR
-$431.8K
73,727
-19%
减持
SGOV
ISHARES TR
-$396.2K
46,131
-8%
增持
META
META PLATFORMS INC
-$388.6K
4,575
+0%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$363.9K
6,305
+6984%
增持
DHR
DANAHER CORP DEL
-$356.8K
9,537
+1%
减持
CRM
SALESFORCE INC
-$344.9K
3,128
-11%
减持
NOW
SERVICENOW INC
-$326.6K
4,125
-17%
减持
SLV
ISHARES SILVER TR
-$313.3K
24,859
-20%
减持
GDX
VANECK ETF TRUST
-$304.6K
25,919
-17%
减持
ORCL
ORACLE CORP
-$301.2K
5,009
-6%
增持
COST
COSTCO WHOLESALE CORPORATION
+$295.1K
1,789
+4%
减持
EFA
ISHARES TR
-$281.2K
20,613
-13%
减持
NVDA
NVIDIA CORPORATION
-$274.7K
21,174
-0%
减持
NEE
NEXTERA ENERGY INC
+$268.0K
21,757
-0%
增持
AXP
AMERICAN EXPRESS CO
-$264.7K
4,071
+1%
增持
AMAT
APPLIED MATLS INC
+$258.0K
3,001
+0%
减持
ADBE
ADOBE INC
-$247.5K
875
-33%
减持
IAUM
ISHARES GOLD TR
-$247.3K
50,141
-17%
减持
GOOG
ALPHABET INC
-$245.3K
6,775
-3%
增持
HON
HONEYWELL INTL INC
+$232.5K
2,244
+59%
减持
NOC
NORTHROP GRUMMAN CORP
+$227.3K
2,253
-2%
减持
ISRG
INTUITIVE SURGICAL INC
-$214.4K
492
-37%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$211.3K
6,846
-1%
减持
MRK
MERCK & CO INC
+$200.1K
13,921
-1%
增持
AVGO
BROADCOM INC
-$198.5K
7,817
+3%
减持
CDNS
CADENCE DESIGN SYSTEM INC
-$178.8K
946
-33%
减持
HD
HOME DEPOT INC
-$176.0K
6,412
-3%
减持
CVX
CHEVRON CORPORATION
+$165.7K
4,009
-8%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$164.7K
297
-75%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$163.9K
39,776
+4%
增持
APD
AIR PRODUCTS AND CHEMICALS I
+$161.2K
2,442
+10%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$159.8K
2,801
-1%
清仓
TYL
TYLER TECHNOLOGIES INC
-$157.1K
0
-100%
减持
MELI
MERCADOLIBRE INC
-$154.4K
47
-60%
增持
AMGN
AMGEN INC
+$152.8K
2,810
+10%
减持
PGR
PROGRESSIVE CORP
-$149.7K
782
-42%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$148.4K
74,052
-2%
减持
LRCX
LAM RESEARCH CORP
+$144.8K
3,541
-1%
减持
APH
AMPHENOL CORP
-$142.9K
8,856
-5%
减持
KMI
KINDER MORGAN INC DEL
+$139.0K
29,834
-5%
减持
—
CHUBB LTD SWITZ
-$138.8K
1,091
-31%
减持
MAR
MARRIOTT INTL INC NEW
-$137.6K
2,974
-17%
减持
WFC
WELLS FARGO & CO
-$135.7K
8,908
-2%
增持
JMSB
JOHN MARSHALL BANCORP INC
+$132.4K
349,969
+0%
减持
SYK
STRYKER CORPORATION
-$121.3K
3,083
-4%
增持
MA
MASTERCARD INCORPORATED
-$121.1K
1,748
+0%
减持
IAU
ISHARES GOLD TR
+$110.7K
16,608
-0%
减持
IJR
ISHARES TR
+$105.9K
90,726
-2%
减持
CMG
CHIPOTLE MEXICAN GRILL INC
-$101.8K
1,280
-67%
增持
IWD
ISHARES TR
+$101.5K
14,368
+2%
清仓
WSO
WATSCO INC
-$99.4K
0
-100%
减持
EPD
ENTERPRISE PRODS PARTNERS L
+$98.0K
23,445
-5%
增持
PANW
PALO ALTO NETWORKS INC
-$96.7K
6,434
+5%
减持
RTX
RTX CORPORATION
+$94.2K
10,554
-0%
减持
ELV
ELEVANCE HEALTH INC FORMERLY
-$91.6K
1,142
-6%
减持
XSOE
WISDOMTREE TR
-$91.0K
128,074
-4%
增持
SBUX
STARBUCKS CORP
+$84.6K
1,066
+720%
减持
ABT
ABBOTT LABORATORIES
-$84.2K
3,333
-2%
减持
SCHF
SCHWAB STRATEGIC TR
-$84.1K
58,104
-8%
减持
VB
VANGUARD INDEX FDS
-$83.4K
12,123
-4%
减持
VZ
VERIZON COMMUNICATIONS INC
-$83.2K
2,574
-51%
减持
TMUS
T-MOBILE US INC
-$82.8K
1,080
-29%
减持
DUK
DUKE ENERGY CORP NEW
+$82.7K
8,831
-4%
减持
GDXJ
VANECK ETF TRUST
-$82.3K
11,354
-11%
减持
ICF
ISHARES TR
-$80.0K
310
-81%
增持
ROP
ROPER TECHNOLOGIES INC
+$79.1K
1,148
+56%
减持
LH
LABCORP HOLDINGS INC
-$77.2K
2,809
-15%
减持
KNSL
KINSALE CAP GROUP INC
-$77.0K
1,012
-6%
减持
JNJ
JOHNSON & JOHNSON
+$77.0K
5,157
-10%
减持
ROK
ROCKWELL AUTOMATION INC
-$75.1K
1,597
-4%
增持
AUB
ATLANTIC UN BANKSHARES CORP
+$74.6K
25,033
+8%
增持
URI
UNITED RENTALS INC
-$71.2K
922
+0%
减持
ABBV
ABBVIE INC
-$71.2K
6,389
-0%
增持
TSLA
TESLA INC
-$70.4K
1,941
+10%
减持
TJX
TJX COS INC NEW
-$68.9K
7,610
-9%
增持
GE
GE AEROSPACE
-$66.9K
3,349
+1%
增持
SCHR
SCHWAB STRATEGIC TR
+$66.7K
31,087
+10%
减持
PJAN
INNOVATOR ETFS TRUST
-$63.4K
58,286
-0%
减持
BAC
BANK AMERICA CORP
-$59.9K
7,952
-2%
减持
VYM
VANGUARD WHITEHALL FDS
+$59.5K
80,623
-3%
清仓
WSM
WILLIAMS SONOMA INC
-$58.9K
0
-100%
减持
NVS
NOVARTIS AG
-$58.2K
626
-44%
增持
DGRO
ISHARES TR
+$54.9K
7,603
+10%
增持
UNP
UNION PAC CORP
+$54.7K
1,670
+10%
减持
ANET
ARISTA NETWORKS INC
-$54.1K
2,599
-9%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$53.9K
587
-1%
减持
IUSV
ISHARES TR
-$53.2K
8,741
-5%
减持
IWM
ISHARES TR
-$51.8K
14,256
-2%
减持
MNST
MONSTER BEVERAGE CORP NEW
-$50.8K
8,904
-2%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
-$50.8K
4,867
-3%
减持
VOOG
VANGUARD ADMIRAL FDS INC
-$50.4K
400
-17%
减持
EW
EDWARDS LIFESCIENCES CORP
-$49.9K
2,894
-12%
减持
GEHC
GE HEALTHCARE TECHNOLOGIES I
-$47.2K
889
-34%
减持
SCHB
SCHWAB STRATEGIC TR
-$47.0K
38,893
-0%
增持
UNH
UNITEDHEALTH GROUP INC
-$46.8K
1,064
+5%
减持
BLK
BLACKROCK INC
-$46.8K
332
-3%
减持
SCHO
SCHWAB STRATEGIC TR
-$44.8K
45,965
-3%
增持
KO
COCA COLA CO
+$43.8K
6,720
+0%
减持
PSA
PUBLIC STORAGE OPER CO
-$43.7K
470
-29%
减持
LHX
L3HARRIS TECHNOLOGIES INC
-$43.3K
533
-31%
减持
VBK
VANGUARD INDEX FDS
-$41.9K
2,625
-5%
减持
—
EATON CORP PLC
+$40.2K
1,831
-5%
减持
CSX
CSX CORP
+$39.8K
8,768
-1%
减持
NKE
NIKE INC
-$38.5K
2,081
-11%
减持
MCD
MCDONALDS CORP
-$38.4K
4,936
-4%
减持
VMC
VULCAN MATLS CO
-$37.6K
1,632
-3%
增持
PFE
PFIZER INC
+$37.6K
9,479
+3%
减持
AMT
AMERICAN TOWER CORP
-$37.4K
1,338
-12%
增持
BSX
BOSTON SCIENTIFIC CORP
-$36.7K
1,268
+4%
减持
CSM
PROSHARES TR
-$36.2K
4,140
-5%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$35.8K
2,431
+22%
减持
DIS
DISNEY WALT CO
-$35.6K
1,795
-2%
增持
XLK
SELECT SECTOR SPDR TR
+$35.3K
454
+161%
减持
QCOM
QUALCOMM INC
-$33.0K
286
-30%
减持
PH
PARKER-HANNIFIN CORP
-$32.5K
489
-9%
增持
—
LINDE PLC
+$30.7K
221
+19%
减持
PEP
PEPSICO INC
-$29.8K
7,649
-9%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$29.8K
6,592
-2%
建仓
EFAV
ISHARES TR
+$29.6K
324
建仓
IJK
ISHARES TR
+$29.5K
293
建仓
SPAB
SPDR SERIES TRUST
+$28.9K
1,128
增持
VUG
VANGUARD INDEX FDS
-$28.5K
8,555
+11%
减持
PMAY
INNOVATOR ETFS TRUST
-$28.1K
29,000
-3%
减持
CSCO
CISCO SYS INC
-$27.9K
12,759
-3%
增持
ADI
ANALOG DEVICES INC
+$27.8K
401
+9%
