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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 13
增持 54
减持 55
清仓 28
方向
标的
Δ市值
现股数(环比)
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$31.7M
4,313
-94%
减持
AAPL
APPLE INC
-$29.3M
36,907
-75%
减持
MSFT
MICROSOFT CORP
-$18.1M
12,074
-78%
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。
清仓
CASY
CASEYS GEN STORES INC
-$12.9M
0
-100%
减持
VOO
VANGUARD INDEX FDS
-$10.0M
10,442
-63%
增持
GLDM
WORLD GOLD TR
+$5.1M
371,367
+8%
减持
WMT
WALMART INC
-$3.0M
17,373
-65%
减持
JMST
J P MORGAN EXCHANGE TRADED F
-$2.8M
23,818
-70%
增持
CGIE
CAPITAL GROUP INTERNATIONAL
+$2.4M
257,717
+38%
清仓
BALL
BALL CORP
-$2.0M
0
-100%
增持
FENI
FIDELITY COVINGTON TRUST
+$2.0M
198,100
+39%
减持
NVDA
NVIDIA CORPORATION
-$1.9M
65,887
-2%
清仓
TSSI
TSS INC DEL
-$1.6M
0
-100%
减持
IJR
ISHARES TR
-$1.5M
96,527
-4%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$1.4M
76,798
+13%
清仓
JAKK
JAKKS PAC INC
-$1.4M
0
-100%
建仓
LAKE
LAKELAND INDS INC
+$1.3M
66,392
增持
IJH
ISHARES TR
-$954.2K
257,227
+0%
清仓
ODFL
OLD DOMINION FREIGHT LINE IN
-$892.6K
0
-100%
增持
CGCV
CAPITAL GROUP CONSERVATIVE E
+$856.1K
128,794
+30%
减持
AVGO
BROADCOM INC
-$833.0K
6,837
-20%
减持
ABX
ABACUS GLOBAL MGMT INC
-$780.9K
11,000
-90%
清仓
MPTI
M-TRON INDS INC
-$721.6K
0
-100%
建仓
NXGL
NEXGEL INC
+$669.5K
224,666
增持
GNSS
GENASYS INC
+$661.7K
313,267
+1549%
建仓
—
BOS BETTER ONLINE SOLUTIONS
+$629.4K
166,500
减持
GOOGL
ALPHABET INC
-$627.9K
15,216
-3%
减持
DFAX
DIMENSIONAL ETF TRUST
-$549.1K
118,614
-19%
增持
LLY
ELI LILLY & CO
+$535.6K
4,779
+8%
减持
IEFA
ISHARES TR
+$532.7K
110,215
-1%
清仓
MCHP
MICROCHIP TECHNOLOGY INC.
-$526.9K
0
-100%
减持
MAMA
MAMAS CREATIONS INC
-$509.3K
155,192
-19%
增持
IVV
ISHARES TR
-$467.8K
27,612
+2%
建仓
MAGS
LISTED FD TR
+$447.1K
9,750
减持
HD
HOME DEPOT INC
-$429.9K
3,417
-21%
增持
FFSM
FIDELITY COVINGTON TRUST
+$419.9K
394,676
+11%
建仓
RCEL
AVITA MEDICAL INC
+$411.1K
50,502
增持
RSPG
INVESCO EXCHANGE TRADED FD T
+$398.4K
23,894
+17%
建仓
BOF
BRANCHOUT FOOD INC
+$386.2K
157,000
增持
META
META PLATFORMS INC
+$382.3K
2,279
+43%
清仓
PANW
PALO ALTO NETWORKS INC
-$370.8K
0
-100%
减持
GOOG
ALPHABET INC
-$363.0K
9,870
-1%
减持
DOL
WISDOMTREE TR
+$361.3K
86,570
-3%
增持
JNJ
JOHNSON & JOHNSON
+$359.7K
9,024
+15%
清仓
HDV
ISHARES TR
-$351.1K
0
-100%
建仓
—
CHUBB LIMITED
+$350.5K
1,161
建仓
RPID
RAPID MICRO BIOSYSTEMS INC
+$346.5K
131,265
减持
—
EXXON MOBIL CORP
-$338.0K
6,504
-37%
清仓
TALK
TALKSPACE INC
-$336.8K
0
-100%
增持
GS
GOLDMAN SACHS GROUP INC
+$329.9K
2,811
+34%
建仓
FSI
FLEXIBLE SOLUTIONS INTL INC
+$310.1K
61,400
减持
GAB
GABELLI EQUITY TR INC
-$298.4K
36,710
-61%
增持
SYK
STRYKER CORPORATION
+$288.2K
3,938
+20%
建仓
—
LINDE PLC
+$276.6K
594
增持
CVX
CHEVRON CORP NEW
+$274.8K
4,827
+31%
清仓
CMCSA
COMCAST CORP NEW
-$255.5K
0
-100%
建仓
—
CRH PLC
+$250.1K
2,843
减持
AMZN
AMAZON COM INC
-$247.7K
7,154
-2%
增持
QCOM
QUALCOMM INC
+$245.0K
6,796
+31%
清仓
XLC
SELECT SECTOR SPDR TR
-$242.0K
0
-100%
减持
—
ACCENTURE PLC IRELAND
-$240.8K
4,200
-5%
清仓
GD
GENERAL DYNAMICS CORP
-$236.4K
0
-100%
减持
VUG
VANGUARD INDEX FDS
-$227.5K
670
-42%
清仓
EXOD
EXODUS MOVEMENT INC
-$227.0K
0
-100%
减持
SPY
SPDR S&P 500 ETF TR
-$224.8K
7,732
-0%
增持
AMGN
AMGEN INC
+$224.4K
3,000
+10%
清仓
PSIX
POWER SOLUTIONS INTL INC
-$223.1K
0
-100%
清仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$220.5K
0
-100%
清仓
IWF
ISHARES TR
-$218.9K
0
-100%
增持
ABBV
ABBVIE INC
+$218.4K
5,584
+4%
清仓
BX
BLACKSTONE INC
-$217.4K
0
-100%
建仓
XLRE
SELECT SECTOR SPDR TR
+$216.8K
5,180
清仓
NOW
SERVICENOW INC
-$216.3K
0
-100%
增持
CSCO
CISCO SYS INC
+$207.1K
15,439
+23%
增持
DGRW
WISDOMTREE TR
+$206.9K
56,971
+6%
清仓
VTWV
VANGUARD SCOTTSDALE FDS
-$202.5K
0
-100%
建仓
IAU
ISHARES GOLD TR
+$202.1K
3,428
清仓
VTI
VANGUARD INDEX FDS
-$201.7K
0
-100%
增持
AGG
ISHARES TR
+$196.9K
20,906
+8%
减持
PEP
PEPSICO INC
-$193.7K
3,177
-28%
增持
RSG
REPUBLIC SVCS INC
+$191.7K
3,503
+7%
减持
MAR
MARRIOTT INTL INC NEW
-$190.8K
4,507
-1%
清仓
CLM
CORNERSTONE STRATEGIC INVEST
-$189.9K
0
-100%
增持
—
AON PLC
+$182.5K
1,998
+17%
减持
MRK
MERCK & CO INC
-$181.6K
11,082
-6%
清仓
OPXS
OPTEX SYS HLDGS INC
-$180.4K
0
-100%
减持
XLK
SELECT SECTOR SPDR TR
-$178.5K
1,075
-38%
清仓
LNSR
LENSAR INC
-$174.3K
0
-100%
减持
CAT
CATERPILLAR INC
-$170.2K
3,921
-3%
减持
QQQ
INVESCO QQQ TR
-$169.5K
2,859
-3%
增持
KO
COCA COLA CO
+$161.0K
12,360
+6%
增持
VTWO
VANGUARD SCOTTSDALE FDS
-$156.0K
18,204
+0%
增持
PG
PROCTER AND GAMBLE CO
+$155.0K
7,296
+12%
增持
RTX
RTX CORPORATION
+$152.7K
6,887
+5%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$149.2K
2,897
+15%
增持
IWM
ISHARES TR
-$138.6K
6,465
+0%
减持
DIS
DISNEY WALT CO
-$136.7K
3,784
-17%
减持
XME
SPDR SER TR
-$121.7K
3,645
-37%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$117.8K
2,037
+15%
增持
ABT
ABBOTT LABS
+$111.2K
4,968
+3%
增持
USFR
WISDOMTREE TR
+$104.8K
98,810
+2%
减持
NKE
NIKE INC
-$99.1K
6,332
-4%
增持
RSPN
INVESCO EXCHANGE TRADED FD T
+$97.7K
57,830
+6%
清仓
GLO
CLOUGH GLOBAL OPPORTUNITIES
-$93.5K
0
-100%
减持
ADI
ANALOG DEVICES INC
-$93.3K
3,062
-8%
增持
AMT
AMERICAN TOWER CORP NEW
+$93.3K
1,569
+16%
增持
JPM
JPMORGAN CHASE & CO.
+$91.4K
5,654
+5%
减持
CRM
SALESFORCE INC
-$82.6K
1,106
-2%
减持
VTV
VANGUARD INDEX FDS
-$82.5K
6,329
-9%
减持
BLK
BLACKROCK INC
-$82.3K
473
-9%
增持
WFC
WELLS FARGO CO NEW
+$77.4K
6,304
+18%
增持
MEAR
ISHARES U S ETF TR
+$77.4K
16,756
+9%
减持
DXJ
WISDOMTREE TR
-$77.0K
92,803
-1%
减持
XLE
SELECT SECTOR SPDR TR
-$76.9K
12,374
-14%
增持
LMT
LOCKHEED MARTIN CORP
-$76.5K
2,408
+2%
减持
MA
MASTERCARD INCORPORATED
+$73.1K
3,562
-0%
增持
DHR
DANAHER CORPORATION
-$72.2K
4,962
+5%
增持
VZ
VERIZON COMMUNICATIONS INC
+$70.2K
8,102
+9%
增持
XLU
SELECT SECTOR SPDR TR
+$68.3K
15,872
+2%
减持
TRV
TRAVELERS COMPANIES INC
+$63.4K
3,119
-1%
减持
LOW
LOWES COS INC
-$63.3K
3,265
-2%
清仓
—
ECD AUTOMOTIVE DESIGN INC
-$60.1K
0
-100%
减持
SHEL
SHELL PLC
-$57.3K
7,966
-22%
清仓
—
URBAN-GRO INC
-$56.7K
0
-100%
减持
MS
MORGAN STANLEY
-$52.5K
4,777
-2%
减持
VO
VANGUARD INDEX FDS
-$51.0K
3,643
-3%
减持
SPYM
SPDR SER TR
-$49.0K
7,834
-4%
减持
TXN
TEXAS INSTRS INC
-$47.0K
5,852
-0%
减持
CBRE
CBRE GROUP INC
-$42.1K
2,291
-12%
增持
COST
COSTCO WHSL CORP NEW
+$41.4K
1,155
+1%
减持
ITW
ILLINOIS TOOL WKS INC
-$41.3K
1,968
-6%
增持
SBUX
STARBUCKS CORP
+$40.6K
4,816
+2%
增持
XLB
SELECT SECTOR SPDR TR
+$40.0K
6,311
+6%
增持
SCHA
SCHWAB STRATEGIC TR
-$38.5K
16,107
+0%
增持
SUB
ISHARES TR
+$37.3K
10,530
+3%
增持
BAC
BANK AMERICA CORP
+$36.7K
20,132
+10%
减持
UNH
UNITEDHEALTH GROUP INC
+$35.4K
3,505
-2%
增持
CL
COLGATE PALMOLIVE CO
+$33.5K
2,969
+10%
减持
VLO
VALERO ENERGY CORP
+$32.1K
5,000
-2%
增持
ADBE
ADOBE INC
-$29.4K
931
+7%
增持
SCHX
SCHWAB STRATEGIC TR
-$27.2K
25,716
+0%
减持
V
VISA INC
-$26.4K
3,182
-12%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$26.2K
492
-6%
增持
SCHM
SCHWAB STRATEGIC TR
-$25.1K
17,620
+0%
清仓
—
ABACUS LIFE INC
-$24.1K
0
-100%
减持
MCD
MCDONALDS CORP
+$23.9K
6,577
-6%
增持
CEG
CONSTELLATION ENERGY CORP
-$22.1K
1,563
+4%
减持
VTEB
VANGUARD MUN BD FDS
-$21.0K
18,528
-1%
减持
EWJ
ISHARES INC
-$20.3K
22,116
-3%
增持
SPLV
INVESCO EXCH TRADED FD TR II
+$17.3K
3,453
+0%
