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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 38
增持 51
减持 57
清仓 4
方向
标的
Δ市值
现股数(环比)
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$32.8M
74,958
+1684%
增持
AAPL
APPLE INC
+$27.3M
151,345
+299%
增持
MSFT
MICROSOFT CORP
+$18.2M
53,770
+389%
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。
建仓
CASY
CASEYS GEN STORES INC
+$12.3M
32,608
增持
VOO
VANGUARD INDEX FDS
+$10.1M
29,143
+174%
建仓
FFSM
FIDELITY COVINGTON TRUST
+$7.1M
260,415
建仓
JMST
J P MORGAN EXCHANGE TRADED F
+$3.5M
67,774
增持
GLDM
WORLD GOLD TR
+$2.9M
297,689
+9%
增持
WMT
WALMART INC
+$2.8M
49,020
+187%
减持
NVDA
NVIDIA CORPORATION
-$2.7M
37,262
-37%
建仓
BALL
BALL CORP
+$2.5M
37,078
建仓
CGCV
CAPITAL GROUP CONSERVATIVE E
+$2.5M
91,619
建仓
EWJ
ISHARES INC
+$1.6M
22,371
增持
IJR
ISHARES TR
+$1.5M
96,485
+5%
增持
VTWO
VANGUARD SCOTTSDALE FDS
+$1.4M
32,524
+77%
增持
IJH
ISHARES TR
+$1.3M
248,309
+2%
建仓
VOE
VANGUARD INDEX FDS
+$1.3M
7,496
建仓
KINS
KINGSTONE COS INC
+$1.2M
129,400
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$1.1M
67,213
+1%
增持
MAMA
MAMAS CREATIONS INC
+$1.0M
188,000
+276%
建仓
ODFL
OLD DOMINION FREIGHT LINE IN
+$1.0M
5,060
增持
VO
VANGUARD INDEX FDS
+$981.7K
7,247
+89%
增持
IEFA
ISHARES TR
+$978.1K
179,743
+0%
建仓
MPTI
M-TRON INDS INC
+$865.1K
20,750
减持
SPYM
SPDR SER TR
-$790.5K
8,835
-59%
建仓
—
HELEN OF TROY LTD
+$775.0K
12,531
建仓
—
DUPONT DE NEMOURS INC
+$773.7K
8,682
增持
XLU
SELECT SECTOR SPDR TR
+$732.4K
14,137
+135%
减持
DXJ
WISDOMTREE TR
-$710.2K
92,575
-1%
增持
IWM
ISHARES TR
+$686.8K
6,775
+70%
建仓
ABX
ABACUS LIFE INC
+$681.1K
67,300
增持
AVGO
BROADCOM INC
+$670.4K
5,531
+3025%
建仓
DOW
DOW INC
+$655.0K
11,990
增持
—
EXXON MOBIL CORP
+$620.5K
13,764
+60%
建仓
MDY
SPDR S&P MIDCAP 400 ETF TR
+$610.3K
1,071
建仓
CTVA
CORTEVA INC
+$602.2K
10,243
增持
HD
HOME DEPOT INC
+$597.2K
4,337
+29%
增持
MCD
MCDONALDS CORP
+$595.2K
7,071
+16%
增持
DFAX
DIMENSIONAL ETF TRUST
+$464.9K
176,933
+4%
增持
AGG
ISHARES TR
+$407.7K
17,764
+24%
建仓
PPSI
PIONEER PWR SOLUTIONS INC
+$384.6K
82,000
增持
DOL
WISDOMTREE TR
+$376.1K
89,987
+2%
建仓
PANW
PALO ALTO NETWORKS INC
+$348.3K
1,019
减持
XLE
SELECT SECTOR SPDR TR
-$343.1K
15,168
-17%
建仓
IVOO
VANGUARD ADMIRAL FDS INC
+$337.1K
3,191
建仓
CEG
CONSTELLATION ENERGY CORP
+$328.8K
1,265
增持
USFR
WISDOMTREE TR
+$323.3K
95,161
+7%
清仓
DG
DOLLAR GEN CORP NEW
-$298.1K
0
-100%
减持
IVV
ISHARES TR
+$292.2K
27,637
-3%
减持
ADI
ANALOG DEVICES INC
-$281.0K
3,421
-27%
清仓
UNP
UNION PAC CORP
-$274.5K
0
-100%
建仓
ABBV
ABBVIE INC
+$266.9K
1,352
建仓
MO
ALTRIA GROUP INC
+$260.8K
5,110
建仓
QRHC
QUEST RESOURCE HLDG CORP
+$260.3K
32,618
减持
DGRW
WISDOMTREE TR
+$259.8K
51,734
-0%
建仓
TMDX
TRANSMEDICS GROUP INC
+$259.1K
1,650
增持
PEP
PEPSICO INC
+$239.7K
4,940
+36%
建仓
PGR
PROGRESSIVE CORP
+$236.5K
932
建仓
PH
PARKER-HANNIFIN CORP
+$233.8K
370
建仓
VBR
VANGUARD INDEX FDS
+$231.9K
1,155
建仓
XLC
SELECT SECTOR SPDR TR
+$226.0K
2,500
建仓
ZS
ZSCALER INC
+$222.2K
1,300
减持
UNH
UNITEDHEALTH GROUP INC
+$216.0K
3,431
-2%
减持
RSPG
INVESCO EXCHANGE TRADED FD T
-$211.9K
21,216
-7%
增持
MA
MASTERCARD INCORPORATED
+$211.5K
3,589
+1%
建仓
IWF
ISHARES TR
+$204.6K
545
清仓
COP
CONOCOPHILLIPS
-$201.4K
0
-100%
建仓
XLY
SELECT SECTOR SPDR TR
+$200.4K
1,000
增持
META
META PLATFORMS INC
+$198.1K
1,543
+14%
减持
LMT
LOCKHEED MARTIN CORP
+$194.7K
2,727
-9%
增持
SCHA
SCHWAB STRATEGIC TR
+$189.4K
11,044
+38%
减持
GOOG
ALPHABET INC
-$182.1K
9,898
-1%
减持
CAT
CATERPILLAR INC
+$181.1K
3,729
-3%
减持
LLY
ELI LILLY & CO
-$175.7K
4,626
-2%
减持
—
ACCENTURE PLC IRELAND
+$173.0K
4,249
-3%
增持
VB
VANGUARD INDEX FDS
+$163.6K
3,008
+19%
增持
KO
COCA COLA CO
+$160.6K
14,449
+5%
减持
CVX
CHEVRON CORP NEW
-$156.5K
3,299
-20%
增持
CLM
CORNERSTONE STRATEGIC VALUE
+$154.6K
34,251
+143%
增持
DHR
DANAHER CORPORATION
+$150.8K
4,853
+1%
增持
QCOM
QUALCOMM INC
-$150.2K
5,296
+0%
减持
MCHP
MICROCHIP TECHNOLOGY INC.
-$145.9K
9,316
-5%
增持
—
AON PLC
+$133.4K
1,705
+10%
减持
RTX
RTX CORPORATION
+$132.1K
6,387
-0%
减持
LOW
LOWES COS INC
+$131.4K
3,377
-5%
建仓
FEIM
FREQUENCY ELECTRS INC
+$123.8K
10,246
增持
GOOGL
ALPHABET INC
-$112.4K
12,036
+4%
建仓
VTSI
VIRTRA INC
+$106.9K
17,185
减持
HON
HONEYWELL INTL INC
-$98.2K
3,691
-8%
增持
—
BLACKROCK INC
+$96.0K
577
+1%
减持
DIS
DISNEY WALT CO
-$94.4K
4,101
-17%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$90.9K
5,643
+0%
建仓
LFMD
LIFEMD INC
+$89.1K
17,000
增持
MRK
MERCK & CO INC
-$86.4K
11,729
+2%
减持
JNJ
JOHNSON & JOHNSON
+$83.9K
7,581
-3%
减持
TDVG
T ROWE PRICE ETF INC
-$80.8K
9,930
-22%
减持
ADP
AUTOMATIC DATA PROCESSING IN
+$79.2K
2,491
-3%
减持
AMZN
AMAZON COM INC
-$73.8K
4,603
-5%
减持
TRV
TRAVELERS COMPANIES INC
+$72.7K
2,626
-2%
减持
ITOT
ISHARES TR
-$71.6K
2,267
-24%
建仓
MYO
MYOMO INC
+$70.2K
17,500
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$69.8K
1,526
-1%
清仓
VMD
VIEMED HEALTHCARE INC
-$65.5K
0
-100%
减持
RSPN
INVESCO EXCHANGE TRADED FD T
+$65.1K
52,184
-9%
减持
GS
GOLDMAN SACHS GROUP INC
+$62.9K
2,158
-3%
增持
MRSH
MARSH & MCLENNAN COS INC
+$60.9K
2,231
+8%
增持
AMT
AMERICAN TOWER CORP NEW
+$60.9K
1,591
+0%
建仓
—
ABACUS LIFE INC
+$59.5K
35,000
减持
NOC
NORTHROP GRUMMAN CORP
+$58.7K
694
-2%
增持
SUB
ISHARES TR
+$58.5K
9,478
+5%
增持
AMGN
AMGEN INC
+$56.9K
2,663
+4%
减持
TXN
TEXAS INSTRS INC
+$55.1K
6,307
-2%
减持
ITW
ILLINOIS TOOL WKS INC
+$54.6K
2,484
-1%
增持
JPM
JPMORGAN CHASE & CO.
+$53.5K
5,462
+1%
增持
VTEB
VANGUARD MUN BD FDS
+$53.0K
18,123
+4%
减持
TJX
TJX COS INC NEW
+$52.6K
11,593
-3%
减持
SYK
STRYKER CORPORATION
+$51.5K
3,132
-1%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
+$51.3K
2,170
-0%
减持
ADBE
ADOBE INC
-$50.7K
858
-4%
减持
CSCO
CISCO SYS INC
-$48.5K
12,326
-17%
减持
SPY
SPDR S&P 500 ETF TR
+$46.9K
8,348
-4%
增持
XLK
SELECT SECTOR SPDR TR
+$43.8K
1,793
+12%
增持
GAB
GABELLI EQUITY TR INC
+$42.7K
99,398
+3%
减持
V
VISA INC
+$42.3K
3,452
-0%
建仓
MAMO
MASSIMO GROUP
+$41.5K
11,061
增持
SCHM
SCHWAB STRATEGIC TR
+$33.9K
5,832
+1%
增持
SCHX
SCHWAB STRATEGIC TR
+$33.5K
8,770
+0%
增持
QQQ
INVESCO QQQ TR
+$33.0K
2,856
+1%
减持
GIS
GENERAL MLS INC
-$27.9K
2,725
-25%
减持
RSG
REPUBLIC SVCS INC
-$27.5K
3,414
-7%
减持
XLI
SELECT SECTOR SPDR TR
+$27.4K
4,679
-6%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$27.4K
6,535
+0%
减持
MS
MORGAN STANLEY
+$27.3K
4,967
-2%
建仓
XTNT
XTANT MED HLDGS INC
+$27.0K
40,000
减持
VUG
VANGUARD INDEX FDS
-$25.4K
1,158
-8%
增持
SPLV
INVESCO EXCH TRADED FD TR II
+$24.2K
3,424
+0%
减持
XLB
SELECT SECTOR SPDR TR
+$23.9K
5,717
-4%
减持
ABT
ABBOTT LABS
+$22.4K
5,946
-6%
减持
VTWV
VANGUARD SCOTTSDALE FDS
-$21.9K
1,400
-18%
减持
NKE
NIKE INC
+$20.7K
4,004
-9%
增持
MEAR
ISHARES U S ETF TR
+$16.5K
14,527
+2%
减持
XME
SPDR SER TR
+$16.3K
4,998
-2%
减持
WFC
WELLS FARGO CO NEW
-$14.0K
3,944
-1%
减持
MAR
MARRIOTT INTL INC NEW
+$13.3K
4,560
-2%
减持
CMCSA
COMCAST CORP NEW
+$13.3K
6,690
-2%
减持
COST
COSTCO WHSL CORP NEW
+$12.2K
1,217
-3%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$11.7K
6,023
-3%
减持
CRM
SALESFORCE INC
+$10.7K
1,135
-3%
减持
SBUX
STARBUCKS CORP
-$10.4K
4,894
-22%
减持
VZ
VERIZON COMMUNICATIONS INC
+$7.3K
7,245
-6%
