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Evernest Financial Advisors, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Evernest Financial Advisors, LLC
报告期 2026-03-31 · CIK 0002009530
持仓数
180
前50大市值合计
$402.9M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
21Q4
23Q4 调仓
2021-12-31 → 2023-12-31 · 共 112 项
建仓 7
增持 68
减持 36
清仓 1
方向
标的
Δ市值
现股数(环比)
增持
NVDA
NVIDIA CORPORATION
-$2.7M
11,983
+1%
减持
IJR
ISHARES TR
-$1.8M
57,122
-24%
增持
LOW
LOWES COS INC
+$1.4M
9,953
+182%
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
WMT
WALMART INC
+$1.0M
12,604
+125%
减持
DXJ
WISDOMTREE TR
-$988.5K
86,143
-1%
增持
AAPL
APPLE INC
+$821.5K
35,161
+12%
清仓
SPHQ
INVESCO EXCHANGE TRADED FD T
-$783.1K
0
-100%
减持
LLY
ELI LILLY & CO
-$713.1K
4,469
-0%
增持
HON
HONEYWELL INTL INC
+$669.9K
7,028
+70%
减持
IJH
ISHARES TR
-$664.3K
45,072
-4%
减持
USFR
WISDOMTREE TR
-$644.4K
57,095
-18%
建仓
GIS
GENERAL MLS INC
+$610.7K
9,376
增持
PG
PROCTER AND GAMBLE CO
+$555.3K
10,452
+69%
建仓
SYY
SYSCO CORP
+$539.2K
7,373
增持
ADI
ANALOG DEVICES INC
+$504.4K
7,512
+48%
建仓
UPS
UNITED PARCEL SERVICE INC
+$495.4K
3,151
增持
IVV
ISHARES TR
-$484.0K
18,694
+0%
增持
SCHM
SCHWAB STRATEGIC TR
+$429.4K
11,517
+100%
增持
MCD
MCDONALDS CORP
+$395.9K
7,261
+20%
增持
DFAX
DIMENSIONAL ETF TRUST
+$387.4K
170,862
+9%
增持
MA
MASTERCARD INCORPORATED
+$385.4K
4,613
+34%
增持
GOOG
ALPHABET INC
+$351.2K
13,942
+30%
建仓
BA
BOEING CO
+$344.4K
1,321
增持
DOL
WISDOMTREE TR
+$334.5K
92,900
+7%
增持
BAC
BANK AMERICA CORP
+$311.8K
24,311
+59%
增持
DG
DOLLAR GEN CORP NEW
+$308.1K
4,509
+100%
增持
MSFT
MICROSOFT CORP
+$289.9K
11,714
+20%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$278.2K
7,416
+32%
增持
SCHX
SCHWAB STRATEGIC TR
+$271.8K
14,012
+61%
建仓
WFC
WELLS FARGO CO NEW
+$268.7K
5,459
增持
SCHA
SCHWAB STRATEGIC TR
+$239.9K
13,047
+62%
增持
CBRE
CBRE GROUP INC
+$230.3K
4,894
+88%
增持
ABT
ABBOTT LABS
+$228.1K
7,968
+37%
建仓
SLYV
SPDR SER TR
+$227.7K
2,734
建仓
FLOT
ISHARES TR
+$209.9K
4,147
增持
SPLV
INVESCO EXCH TRADED FD TR II
+$208.4K
6,721
+99%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$183.7K
62,196
-1%
增持
JNJ
JOHNSON & JOHNSON
+$170.5K
9,928
+12%
增持
UNH
UNITEDHEALTH GROUP INC
+$169.9K
3,515
+8%
增持
COST
COSTCO WHSL CORP NEW
+$167.1K
1,506
+32%
增持
GS
GOLDMAN SACHS GROUP INC
+$159.4K
1,999
+26%
增持
RSPG
INVESCO EXCHANGE TRADED FD T
+$146.7K
28,942
+4%
减持
RSPN
INVESCO EXCHANGE TRADED FD T
-$145.7K
55,861
-3%
增持
ITW
ILLINOIS TOOL WKS INC
+$142.6K
2,881
+20%
增持
MCHP
MICROCHIP TECHNOLOGY INC.
+$140.4K
9,855
+13%
减持
SUB
ISHARES TR
-$140.2K
7,880
-15%
减持
MEAR
ISHARES U S ETF TR
-$136.9K
11,883
-19%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$133.2K
9,723
+48%
增持
LMT
LOCKHEED MARTIN CORP
+$129.0K
3,389
+3%
减持
VTEB
VANGUARD MUN BD FDS
-$127.7K
10,048
-21%
增持
TXN
TEXAS INSTRS INC
+$125.4K
6,637
+7%
增持
MRK
MERCK & CO INC
-$125.1K
11,120
+4%
增持
BDX
BECTON DICKINSON & CO
+$115.2K
1,663
+40%
增持
PEP
PEPSICO INC
+$113.6K
4,001
+19%
增持
—
BLACKROCK INC
+$112.2K
638
+25%
增持
META
META PLATFORMS INC
-$112.1K
1,199
+5%
减持
SPYM
SPDR SER TR
-$99.8K
13,910
-7%
增持
AMT
AMERICAN TOWER CORP NEW
+$94.0K
1,883
+17%
减持
QQQ
INVESCO QQQ TR
-$91.8K
2,807
-1%
减持
DIS
DISNEY WALT CO
-$91.1K
4,598
-2%
减持
CAT
CATERPILLAR INC
-$89.7K
3,837
-1%
增持
SYK
STRYKER CORPORATION
-$89.6K
3,226
+5%
增持
NKE
NIKE INC
+$87.4K
5,378
+13%
增持
CSCO
CISCO SYS INC
+$87.0K
15,776
+11%
增持
TJX
TJX COS INC NEW
+$86.6K
13,401
+13%
增持
—
ACCENTURE PLC IRELAND
+$74.5K
4,756
+11%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$59.3K
4,453
+16%
增持
DHR
DANAHER CORPORATION
+$55.1K
5,395
+10%
减持
—
AON PLC
-$50.4K
960
-9%
减持
AGG
ISHARES TR
-$48.8K
9,660
-6%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$48.6K
2,443
-1%
增持
GOOGL
ALPHABET INC
-$47.7K
10,277
+3%
增持
TRV
TRAVELERS COMPANIES INC
-$45.6K
2,255
+2%
增持
ADBE
ADOBE INC
+$41.6K
996
+13%
增持
VUG
VANGUARD INDEX FDS
+$41.0K
1,496
+19%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$38.7K
1,470
-2%
增持
HD
HOME DEPOT INC
-$38.2K
3,176
+1%
减持
QCOM
QUALCOMM INC
-$35.3K
5,178
-0%
减持
RSG
REPUBLIC SVCS INC
-$34.8K
3,812
-0%
增持
MS
MORGAN STANLEY
+$33.3K
4,204
+1%
增持
CVX
CHEVRON CORP NEW
+$29.2K
4,476
+6%
减持
JPM
JPMORGAN CHASE & CO
-$27.5K
4,817
-0%
增持
VTV
VANGUARD INDEX FDS
-$25.9K
10,595
+0%
减持
IEFA
ISHARES TR
+$25.7K
161,847
-0%
减持
VO
VANGUARD INDEX FDS
-$23.0K
3,773
-2%
减持
GLDM
WORLD GOLD TR
+$22.4K
269,476
-2%
增持
DGRW
WISDOMTREE TR
-$18.4K
49,810
+3%
减持
GAB
GABELLI EQUITY TR INC
-$18.1K
89,148
-0%
增持
AMZN
AMAZON COM INC
-$17.4K
3,354
+11%
增持
XLU
SELECT SECTOR SPDR TR
+$17.3K
5,361
+0%
减持
MRSH
MARSH & MCLENNAN COS INC
-$17.1K
1,771
-1%
减持
KO
COCA COLA CO
-$16.7K
13,300
-1%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
-$16.2K
2,262
-0%
增持
XLE
SELECT SECTOR SPDR TR
+$15.9K
23,920
+0%
减持
AMGN
AMGEN INC
-$15.7K
2,612
-1%
增持
XLK
SELECT SECTOR SPDR TR
-$15.5K
1,643
+3%
增持
TDVG
T ROWE PRICE ETF INC
-$15.5K
19,039
+0%
增持
RTX
RTX CORPORATION
-$15.3K
5,592
+4%
减持
XLI
SELECT SECTOR SPDR TR
-$14.3K
4,770
-0%
增持
VZ
VERIZON COMMUNICATIONS INC
-$11.5K
7,791
+1%
增持
VOO
VANGUARD INDEX FDS
+$10.2K
11,605
+6%
增持
V
VISA INC
-$10.1K
3,221
+5%
减持
SBUX
STARBUCKS CORP
-$9.7K
6,425
-0%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$9.1K
4,080
-2%
减持
CMCSA
COMCAST CORP NEW
+$8.1K
7,746
-2%
增持
—
EXXON MOBIL CORP
+$7.9K
8,088
+3%
减持
NOC
NORTHROP GRUMMAN CORP
+$7.3K
688
-1%
减持
XME
SPDR SER TR
+$6.2K
4,940
-4%
减持
XLB
SELECT SECTOR SPDR TR
-$6.1K
5,675
-4%
增持
CRM
SALESFORCE INC
-$6.0K
1,000
+8%
增持
CL
COLGATE PALMOLIVE CO
+$4.7K
3,055
+7%
增持
SPY
SPDR S&P 500 ETF TR
+$1.6K
8,735
+5%
