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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 107 项
建仓 5
增持 49
减持 51
清仓 2
方向
标的
Δ市值
现股数(环比)
增持
NVDA
NVIDIA CORPORATION
-$2.9M
58,840
+339%
增持
AAPL
APPLE INC
+$2.5M
37,939
+14%
增持
DXJ
WISDOMTREE TR
+$1.2M
93,274
+6%
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
IVV
ISHARES TR
+$1.1M
28,597
-2%
增持
LLY
ELI LILLY & CO
+$935.6K
4,720
+3%
增持
IEFA
ISHARES TR
+$930.4K
179,665
+5%
增持
IJR
ISHARES TR
+$897.1K
91,865
+7%
增持
MSFT
MICROSOFT CORP
+$726.6K
10,992
+5%
增持
IJH
ISHARES TR
+$690.9K
242,902
+2%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$554.8K
66,761
+2%
增持
VOO
VANGUARD INDEX FDS
+$483.7K
10,620
+0%
增持
DFAX
DIMENSIONAL ETF TRUST
+$457.1K
169,711
+8%
增持
DGRW
WISDOMTREE TR
+$450.6K
51,826
+4%
增持
SPYM
SPDR SER TR
+$420.5K
21,672
+31%
减持
SPY
SPDR S&P 500 ETF TR
+$338.7K
8,715
-2%
增持
GOOGL
ALPHABET INC
+$337.3K
11,576
+1%
建仓
MAMA
MAMAS CREATIONS INC
+$337.0K
50,000
增持
GS
GOLDMAN SACHS GROUP INC
+$279.6K
2,223
+24%
减持
VTV
VANGUARD INDEX FDS
-$268.9K
8,328
-19%
减持
GOOG
ALPHABET INC
+$262.3K
10,016
-1%
清仓
PH
PARKER-HANNIFIN CORP
-$260.4K
0
-100%
建仓
WFC
WELLS FARGO CO NEW
+$236.8K
3,987
减持
XLE
SELECT SECTOR SPDR TR
-$234.0K
18,375
-9%
建仓
GIS
GENERAL MLS INC
+$229.2K
3,623
增持
AMZN
AMAZON COM INC
+$224.0K
4,820
+19%
减持
QCOM
QUALCOMM INC
+$216.7K
5,275
-0%
减持
TXN
TEXAS INSTRS INC
+$214.9K
6,414
-1%
减持
ADI
ANALOG DEVICES INC
+$210.0K
4,680
-0%
增持
AGG
ISHARES TR
+$203.7K
14,333
+15%
建仓
GD
GENERAL DYNAMICS CORP
+$200.5K
691
减持
CAT
CATERPILLAR INC
-$199.0K
3,835
-8%
减持
TJX
TJX COS INC NEW
+$185.5K
11,899
-1%
增持
COST
COSTCO WHSL CORP NEW
+$177.8K
1,255
+0%
增持
MCHP
MICROCHIP TECHNOLOGY INC.
+$173.4K
9,769
+11%
增持
GLDM
WORLD GOLD TR
-$165.7K
273,524
+1%
增持
USFR
WISDOMTREE TR
+$160.5K
88,564
+4%
减持
MCD
MCDONALDS CORP
-$159.2K
6,113
-3%
减持
JNJ
JOHNSON & JOHNSON
-$148.7K
7,832
-10%
增持
DOL
WISDOMTREE TR
+$144.4K
88,332
+2%
减持
TDVG
T ROWE PRICE ETF INC
-$144.1K
12,663
-27%
增持
VTWO
VANGUARD SCOTTSDALE FDS
+$125.8K
18,422
+4%
减持
WMT
WALMART INC
+$124.7K
17,109
-1%
减持
DIS
DISNEY WALT CO
-$101.6K
4,923
-6%
减持
—
ACCENTURE PLC IRELAND
-$98.6K
4,380
-3%
清仓
USA
LIBERTY ALL STAR EQUITY FD
-$91.8K
0
-100%
增持
JPM
JPMORGAN CHASE & CO.
+$91.0K
5,430
+0%
增持
UNH
UNITEDHEALTH GROUP INC
+$88.7K
3,515
+4%
增持
—
AON PLC
+$84.3K
1,555
+30%
增持
KO
COCA COLA CO
+$83.9K
13,790
+5%
减持
SBUX
STARBUCKS CORP
-$82.4K
6,263
-4%
减持
RSPN
INVESCO EXCHANGE TRADED FD T
-$81.3K
57,415
-3%
减持
VTEB
VANGUARD MUN BD FDS
-$79.7K
17,431
-9%
增持
NKE
NIKE INC
-$79.5K
4,422
+1%
减持
CVX
CHEVRON CORP NEW
-$72.6K
4,107
-8%
减持
AMGN
AMGEN INC
+$70.2K
2,564
-6%
建仓
VMD
VIEMED HEALTHCARE INC
+$65.5K
10,000
增持
XLU
SELECT SECTOR SPDR TR
+$64.8K
6,011
+14%
增持
BAC
BANK AMERICA CORP
+$63.7K
17,306
+2%
增持
GAB
GABELLI EQUITY TR INC
+$60.9K
96,735
+14%
减持
MRK
MERCK & CO INC
-$58.8K
11,457
-2%
增持
TRV
TRAVELERS COMPANIES INC
+$56.0K
2,666
+17%
增持
RSPG
INVESCO EXCHANGE TRADED FD T
+$46.5K
22,794
+5%
增持
GLO
CLOUGH GLOBAL OPPORTUNITIES
+$40.9K
17,298
+61%
减持
PEP
PEPSICO INC
-$40.5K
3,640
-1%
增持
CL
COLGATE PALMOLIVE CO
+$39.6K
2,985
+4%
减持
SUB
ISHARES TR
-$38.8K
9,067
-4%
减持
ADBE
ADOBE INC
+$38.8K
891
-9%
减持
PG
PROCTER AND GAMBLE CO
+$38.2K
6,682
-1%
减持
NOC
NORTHROP GRUMMAN CORP
-$36.4K
706
-5%
减持
ITW
ILLINOIS TOOL WKS INC
-$35.5K
2,517
-0%
减持
DHR
DANAHER CORPORATION
+$34.0K
4,797
-3%
减持
ABT
ABBOTT LABS
-$33.2K
6,308
-2%
减持
MS
MORGAN STANLEY
+$32.4K
5,047
-0%
减持
CSCO
CISCO SYS INC
-$30.6K
14,828
-3%
增持
LOW
LOWES COS INC
-$29.9K
3,552
+1%
减持
SYK
STRYKER CORPORATION
+$29.5K
3,174
-2%
减持
IWM
ISHARES TR
+$28.3K
3,991
-1%
减持
XLB
SELECT SECTOR SPDR TR
-$28.0K
5,968
-4%
减持
AMT
AMERICAN TOWER CORP NEW
+$26.1K
1,590
-4%
增持
—
EXXON MOBIL CORP
-$25.5K
8,625
+2%
增持
MA
MASTERCARD INCORPORATED
-$25.2K
3,538
+2%
减持
CMCSA
COMCAST CORP NEW
-$24.4K
6,796
-6%
减持
RTX
RTX CORPORATION
-$23.5K
6,393
-2%
增持
V
VISA INC
-$23.1K
3,455
+0%
减持
BDX
BECTON DICKINSON & CO
-$23.0K
1,191
-7%
增持
—
BLACKROCK INC
+$22.9K
574
+0%
减持
XME
SPDR SER TR
-$21.5K
5,094
-4%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$19.5K
6,521
+0%
减持
HON
HONEYWELL INTL INC
+$19.5K
4,033
-7%
增持
RSG
REPUBLIC SVCS INC
+$19.1K
3,670
+0%
减持
HD
HOME DEPOT INC
+$16.9K
3,370
-1%
增持
CRM
SALESFORCE INC
-$15.2K
1,167
+0%
减持
SPHQ
INVESCO EXCHANGE TRADED FD T
-$14.1K
12,050
-11%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$12.9K
4,201
+0%
减持
SCHA
SCHWAB STRATEGIC TR
+$12.5K
7,996
-1%
增持
CLM
CORNERSTONE STRATEGIC VALUE
+$12.0K
14,084
+5%
减持
MAR
MARRIOTT INTL INC NEW
+$10.5K
4,634
-1%
减持
MRSH
MARSH & MCLENNAN COS INC
+$8.2K
2,073
-2%
减持
MEAR
ISHARES U S ETF TR
-$8.1K
14,245
-1%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$7.1K
6,200
-1%
减持
XLI
SELECT SECTOR SPDR TR
-$6.5K
4,975
-2%
减持
LMT
LOCKHEED MARTIN CORP
+$5.5K
2,996
-0%
增持
SPLV
INVESCO EXCH TRADED FD TR II
+$5.3K
3,409
+1%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$5.2K
566
+0%
增持
ADP
AUTOMATIC DATA PROCESSING IN
-$3.3K
2,556
+1%
减持
VZ
VERIZON COMMUNICATIONS INC
+$3.2K
7,712
-1%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$2.9K
1,547
+4%
