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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 130 项
建仓 12
增持 52
减持 57
清仓 9
方向
标的
Δ市值
现股数(环比)
增持
IVV
ISHARES TR
+$5.6M
29,155
+56%
增持
NVDA
NVIDIA CORPORATION
+$4.3M
13,407
+12%
增持
IJR
ISHARES TR
+$2.7M
86,235
+51%
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
GLDM
WORLD GOLD TR
+$1.7M
269,745
+0%
增持
DXJ
WISDOMTREE TR
+$1.7M
88,343
+3%
增持
USFR
WISDOMTREE TR
+$1.4M
85,087
+49%
减持
LOW
LOWES COS INC
-$1.4M
3,531
-65%
建仓
VTWO
VANGUARD SCOTTSDALE FDS
+$1.4M
17,728
减持
AAPL
APPLE INC
-$1.3M
33,158
-6%
清仓
—
ROVER GROUP INC
-$1.2M
0
-100%
增持
IJH
ISHARES TR
+$1.0M
239,019
+430%
增持
WMT
WALMART INC
-$953.3K
17,365
+38%
建仓
IWM
ISHARES TR
+$781.4K
4,046
建仓
SPHQ
INVESCO EXCHANGE TRADED FD T
+$779.7K
13,601
增持
IEFA
ISHARES TR
+$734.5K
171,241
+6%
增持
LLY
ELI LILLY & CO
+$732.8K
4,596
+3%
减持
ADI
ANALOG DEVICES INC
-$633.2K
4,681
-38%
减持
HON
HONEYWELL INTL INC
-$632.1K
4,333
-38%
清仓
GIS
GENERAL MLS INC
-$610.7K
0
-100%
增持
IWR
ISHARES TR
+$605.2K
15,947
+91%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$598.0K
65,156
+5%
清仓
SYY
SYSCO CORP
-$539.2K
0
-100%
清仓
UPS
UNITED PARCEL SERVICE INC
-$495.4K
0
-100%
减持
PG
PROCTER AND GAMBLE CO
-$467.8K
6,727
-36%
增持
VTEB
VANGUARD MUN BD FDS
+$440.2K
19,075
+90%
减持
MCD
MCDONALDS CORP
-$435.9K
6,313
-13%
减持
SCHM
SCHWAB STRATEGIC TR
-$429.1K
5,791
-50%
减持
GOOG
ALPHABET INC
-$390.1K
10,113
-27%
减持
MA
MASTERCARD INCORPORATED
-$381.3K
3,483
-24%
清仓
BA
BOEING CO
-$344.4K
0
-100%
减持
RSPG
INVESCO EXCHANGE TRADED FD T
-$342.2K
21,688
-25%
增持
CAT
CATERPILLAR INC
+$342.0K
4,163
+8%
增持
GOOGL
ALPHABET INC
+$335.7K
11,495
+12%
减持
DFAX
DIMENSIONAL ETF TRUST
-$315.5K
156,722
-8%
建仓
VEA
VANGUARD TAX-MANAGED FDS
+$299.3K
6,254
减持
DG
DOLLAR GEN CORP NEW
-$286.4K
2,255
-50%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$284.2K
5,625
-24%
增持
RSPN
INVESCO EXCHANGE TRADED FD T
+$280.4K
59,468
+6%
减持
SCHX
SCHWAB STRATEGIC TR
-$277.2K
8,740
-38%
清仓
WFC
WELLS FARGO CO NEW
-$268.7K
0
-100%
增持
MRK
MERCK & CO INC
+$264.9K
11,744
+6%
减持
JNJ
JOHNSON & JOHNSON
-$262.6K
8,745
-12%
建仓
PH
PARKER-HANNIFIN CORP
+$260.4K
487
增持
SPY
SPDR S&P 500 ETF TR
+$252.3K
8,894
+2%
减持
SCHA
SCHWAB STRATEGIC TR
-$249.5K
8,074
-38%
减持
—
ACCENTURE PLC IRELAND
-$241.4K
4,505
-5%
减持
VOO
VANGUARD INDEX FDS
-$241.0K
10,608
-9%
减持
DOL
WISDOMTREE TR
-$240.2K
86,919
-6%
建仓
EEM
ISHARES TR
+$235.2K
5,923
减持
CBRE
CBRE GROUP INC
-$234.6K
2,603
-47%
增持
META
META PLATFORMS INC
+$229.4K
1,359
+13%
增持
AGG
ISHARES TR
+$228.8K
12,451
+29%
建仓
COP
CONOCOPHILLIPS
+$227.8K
1,761
清仓
SLYV
SPDR SER TR
-$227.7K
0
-100%
清仓
JEPI
J P MORGAN EXCHANGE TRADED F
-$224.3K
0
-100%
建仓
VTWV
VANGUARD SCOTTSDALE FDS
+$221.2K
1,700
减持
MSFT
MICROSOFT CORP
-$218.4K
10,489
-10%
建仓
AVGO
BROADCOM INC
+$212.8K
177
清仓
FLOT
ISHARES TR
-$209.9K
0
-100%
增持
—
EXXON MOBIL CORP
+$209.7K
8,495
+5%
减持
SPLV
INVESCO EXCH TRADED FD TR II
-$205.0K
3,391
-50%
增持
AMZN
AMAZON COM INC
+$197.8K
4,051
+21%
增持
RTX
RTX CORPORATION
+$194.7K
6,551
+17%
减持
BAC
BANK AMERICA CORP
-$194.0K
16,894
-31%
增持
SPYM
SPDR SER TR
+$188.9K
16,594
+19%
减持
ABT
ABBOTT LABS
-$188.3K
6,420
-19%
增持
JPM
JPMORGAN CHASE & CO
+$188.0K
5,422
+13%
增持
DIS
DISNEY WALT CO
+$175.2K
5,243
+14%
减持
NKE
NIKE INC
-$171.1K
4,367
-19%
减持
MCHP
MICROCHIP TECHNOLOGY INC.
-$168.3K
8,820
-11%
增持
SUB
ISHARES TR
+$156.1K
9,435
+20%
减持
UNH
UNITEDHEALTH GROUP INC
-$149.2K
3,395
-3%
增持
VB
VANGUARD INDEX FDS
+$144.2K
2,522
+38%
减持
LMT
LOCKHEED MARTIN CORP
-$142.1K
3,005
-11%
减持
ADBE
ADOBE INC
-$138.0K
981
-2%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$133.8K
6,501
-33%
减持
TJX
TJX COS INC NEW
-$132.7K
12,045
-10%
增持
MEAR
ISHARES U S ETF TR
+$128.4K
14,438
+22%
减持
AMT
AMERICAN TOWER CORP NEW
-$123.5K
1,652
-12%
减持
ITW
ILLINOIS TOOL WKS INC
-$122.9K
2,523
-12%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$107.9K
4,187
-6%
减持
COST
COSTCO WHSL CORP NEW
-$104.9K
1,253
-17%
减持
BDX
BECTON DICKINSON & CO
-$104.2K
1,287
-23%
减持
TXN
TEXAS INSTRS INC
-$98.7K
6,468
-3%
减持
XLE
SELECT SECTOR SPDR TR
-$96.5K
20,100
-16%
建仓
CLM
CORNERSTONE STRATEGIC VALUE
+$96.4K
13,444
减持
DGRW
WISDOMTREE TR
+$93.8K
49,709
-0%
增持
MRSH
MARSH & MCLENNAN COS INC
+$93.0K
2,117
+20%
增持
—
AON PLC
+$92.8K
1,200
+25%
建仓
USA
LIBERTY ALL STAR EQUITY FD
+$91.8K
14,044
增持
V
VISA INC
+$91.3K
3,447
+7%
减持
—
BLACKROCK INC
-$88.9K
572
-10%
增持
QCOM
QUALCOMM INC
+$85.1K
5,291
+2%
增持
SYK
STRYKER CORPORATION
+$84.5K
3,228
+0%
减持
DHR
DANAHER CORPORATION
-$83.6K
4,944
-8%
增持
EFA
ISHARES TR
+$76.7K
3,756
+35%
增持
XLB
SELECT SECTOR SPDR TR
+$69.6K
6,239
+10%
增持
XLI
SELECT SECTOR SPDR TR
+$69.0K
5,087
+7%
增持
MS
MORGAN STANLEY
+$66.1K
5,053
+20%
减持
RSG
REPUBLIC SVCS INC
+$65.6K
3,658
-4%
减持
CSCO
CISCO SYS INC
-$61.9K
15,212
-4%
减持
VUG
VANGUARD INDEX FDS
-$59.8K
1,257
-16%
增持
TRV
TRAVELERS COMPANIES INC
+$56.4K
2,271
+1%
增持
MAR
MARRIOTT INTL INC NEW
+$53.9K
4,703
+0%
建仓
GLO
CLOUGH GLOBAL OPPORTUNITIES
+$52.1K
10,730
增持
CRM
SALESFORCE INC
+$52.1K
1,166
+17%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$52.0K
565
+17%
减持
CMCSA
COMCAST CORP NEW
-$49.1K
7,221
-7%
减持
CVX
CHEVRON CORP NEW
+$47.3K
4,468
-0%
增持
SBUX
STARBUCKS CORP
-$46.9K
6,506
+1%
减持
GS
GOLDMAN SACHS GROUP INC
-$45.1K
1,797
-10%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$44.2K
2,521
+3%
增持
HD
HOME DEPOT INC
+$42.3K
3,408
+7%
减持
TDVG
T ROWE PRICE ETF INC
-$39.9K
17,375
-9%
减持
PEP
PEPSICO INC
-$38.7K
3,680
-8%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$30.0K
1,489
+1%
增持
QQQ
INVESCO QQQ TR
+$28.2K
2,840
+1%
增持
XME
SPDR SER TR
+$28.1K
5,315
+8%
增持
UNP
UNION PAC CORP
+$27.3K
1,213
+17%
增持
VO
VANGUARD INDEX FDS
+$25.3K
3,843
+2%
增持
NOC
NORTHROP GRUMMAN CORP
+$22.1K
744
+8%
增持
AMGN
AMGEN INC
-$21.3K
2,718
+4%
减持
VZ
VERIZON COMMUNICATIONS INC
+$21.1K
7,775
-0%
减持
VTV
VANGUARD INDEX FDS
+$20.8K
10,290
-3%
减持
GAB
GABELLI EQUITY TR INC
-$10.7K
84,862
-5%
减持
KO
COCA COLA CO
+$10.1K
13,194
-1%
减持
XLK
SELECT SECTOR SPDR TR
-$9.0K
1,596
-3%
减持
CL
COLGATE PALMOLIVE CO
+$6.6K
2,870
-6%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
-$5.5K
2,172
-4%
减持
XLU
SELECT SECTOR SPDR TR
+$5.3K
5,270
-2%
