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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 31
增持 83
减持 28
清仓 8
方向
标的
Δ市值
现股数(环比)
建仓
SPSM
SPDR SERIES TRUST
+$5.5M
129,380
减持
NVDA
NVIDIA CORPORATION
-$4.5M
16,744
-75%
减持
DXJ
WISDOMTREE TR
-$3.2M
61,139
-34%
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
CGIE
CAPITAL GROUP INTERNATIONAL
+$3.2M
325,298
+26%
增持
GLDM
WORLD GOLD TR
+$3.0M
396,942
+7%
减持
IJR
ISHARES TR
-$2.8M
66,308
-31%
增持
CGCV
CAPITAL GROUP CONSERVATIVE E
+$2.7M
216,995
+68%
增持
FENI
FIDELITY COVINGTON TRUST
+$2.4M
248,060
+25%
建仓
JBND
J P MORGAN EXCHANGE TRADED F
+$2.2M
41,939
清仓
AGG
ISHARES TR
-$2.1M
0
-100%
清仓
RSPG
INVESCO EXCHANGE TRADED FD T
-$2.0M
0
-100%
增持
MSFT
MICROSOFT CORP
+$1.9M
12,846
+6%
清仓
VTWO
VANGUARD SCOTTSDALE FDS
-$1.5M
0
-100%
清仓
LAKE
LAKELAND INDS INC
-$1.3M
0
-100%
减持
IVV
ISHARES TR
+$1.3M
27,020
-2%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$1.2M
80,039
+4%
增持
AVGO
BROADCOM INC
+$1.2M
8,604
+26%
清仓
JMST
J P MORGAN EXCHANGE TRADED F
-$1.2M
0
-100%
增持
IEFA
ISHARES TR
+$1.2M
114,286
+4%
增持
FFSM
FIDELITY COVINGTON TRUST
+$1.1M
406,512
+3%
建仓
SPMD
SPDR SERIES TRUST
+$970.5K
17,846
增持
IJH
ISHARES TR
+$952.3K
257,361
+0%
建仓
SNWV
SANUWAVE HEALTH INC
+$823.1K
25,050
增持
IWR
ISHARES TR
+$808.3K
23,507
+48%
增持
IWM
ISHARES TR
+$805.9K
9,711
+50%
增持
DOL
WISDOMTREE TR
+$788.4K
93,271
+8%
增持
KINS
KINGSTONE COS INC
+$753.3K
156,500
+57%
减持
UNH
UNITEDHEALTH GROUP INC
-$751.7K
3,474
-1%
增持
GS
GOLDMAN SACHS GROUP INC
+$707.1K
3,169
+13%
增持
DGRW
WISDOMTREE TR
+$692.8K
62,604
+10%
增持
META
META PLATFORMS INC
+$675.4K
2,694
+18%
建仓
MPTI
M-TRON INDS INC
+$658.4K
15,675
建仓
CURI
CURIOSITYSTREAM INC
+$624.2K
110,872
增持
GOOGL
ALPHABET INC
+$605.2K
16,786
+10%
建仓
SMMD
ISHARES TR
+$582.8K
8,598
增持
AAPL
APPLE INC
-$545.0K
37,302
+1%
建仓
ACNT
ASCENT INDUSTRIES CO
+$510.7K
40,500
减持
MAMA
MAMAS CREATIONS INC
-$452.2K
67,242
-57%
清仓
MAGS
LISTED FD TR
-$447.1K
0
-100%
增持
JPM
JPMORGAN CHASE & CO.
+$434.5K
6,283
+11%
减持
SPY
SPDR S&P 500 ETF TR
+$416.5K
7,674
-1%
增持
TXN
TEXAS INSTRS INC
+$413.9K
7,059
+21%
清仓
RCEL
AVITA MEDICAL INC
-$411.1K
0
-100%
建仓
IDR
IDAHO STRATEGIC RESOURCES
+$395.7K
30,250
增持
VEA
VANGUARD TAX-MANAGED FDS
+$394.2K
12,661
+96%
建仓
NFLX
NETFLIX INC
+$369.6K
276
增持
CAT
CATERPILLAR INC
+$345.6K
4,221
+8%
建仓
RDVT
RED VIOLET INC
+$344.4K
7,000
建仓
—
EATON CORP PLC
+$338.4K
948
建仓
LNG
CHENIERE ENERGY INC
+$330.2K
1,356
建仓
PANW
PALO ALTO NETWORKS INC
+$327.0K
1,598
减持
BOF
BRANCHOUT FOOD INC
-$323.0K
26,000
-83%
减持
VOO
VANGUARD INDEX FDS
+$320.3K
10,011
-4%
清仓
FSI
FLEXIBLE SOLUTIONS INTL INC
-$310.1K
0
-100%
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$305.4K
1,349
增持
WMT
WALMART INC
+$292.9K
18,594
+7%
减持
DFAX
DIMENSIONAL ETF TRUST
+$289.0K
115,651
-2%
增持
RTX
RTX CORPORATION
+$279.9K
8,164
+19%
增持
GOOG
ALPHABET INC
+$272.1K
10,227
+4%
建仓
TDG
TRANSDIGM GROUP INC
+$264.6K
174
增持
CEG
CONSTELLATION ENERGY CORP
+$263.2K
1,792
+15%
增持
USFR
WISDOMTREE TR
+$262.6K
104,069
+5%
增持
EEM
ISHARES TR
+$259.0K
10,315
+89%
建仓
BX
BLACKSTONE INC
+$258.0K
1,725
建仓
SRTS
SENSUS HEALTHCARE INC
+$255.0K
53,800
建仓
ORCL
ORACLE CORP
+$249.5K
1,141
增持
QQQ
INVESCO QQQ TR
+$241.1K
2,867
+0%
减持
RSPN
INVESCO EXCHANGE TRADED FD T
+$240.3K
57,350
-1%
增持
MS
MORGAN STANLEY
+$238.5K
5,650
+18%
建仓
T
AT&T INC
+$234.9K
8,116
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$231.6K
2,504
+23%
建仓
IWF
ISHARES TR
+$231.4K
545
建仓
CI
THE CIGNA GROUP
+$216.2K
654
建仓
GD
GENERAL DYNAMICS CORP
+$212.4K
728
建仓
VTI
VANGUARD INDEX FDS
+$211.5K
696
建仓
LSF
LAIRD SUPERFOOD INC
+$210.8K
33,465
增持
CSCO
CISCO SYS INC
+$210.2K
16,762
+9%
建仓
PWR
QUANTA SVCS INC
+$207.9K
550
建仓
EMXC
ISHARES INC
+$204.6K
3,240
建仓
COP
CONOCOPHILLIPS
+$201.1K
2,241
增持
XLU
SELECT SECTOR SPDR TR
+$200.8K
17,785
+12%
减持
RPID
RAPID MICRO BIOSYSTEMS INC
-$194.7K
44,000
-66%
增持
MAR
MARRIOTT INTL INC NEW
+$189.8K
4,624
+3%
增持
ABX
ABACUS GLOBAL MGMT INC
+$181.3K
51,300
+366%
增持
QCOM
QUALCOMM INC
+$174.8K
7,653
+13%
减持
PEP
PEPSICO INC
-$174.1K
2,290
-28%
增持
DIS
DISNEY WALT CO
+$171.0K
4,391
+16%
增持
EWJ
ISHARES INC
+$165.2K
22,428
+1%
增持
ABT
ABBOTT LABS
+$161.9K
6,035
+21%
增持
V
VISA INC
+$155.6K
3,579
+12%
减持
AMZN
AMAZON COM INC
+$152.0K
6,897
-4%
增持
COST
COSTCO WHSL CORP NEW
+$152.0K
1,257
+9%
增持
—
CHUBB LIMITED
+$149.2K
1,725
+49%
增持
ADI
ANALOG DEVICES INC
+$146.1K
3,208
+5%
增持
LLY
ELI LILLY & CO
-$144.5K
4,878
+2%
增持
SUB
ISHARES TR
+$140.7K
11,780
+12%
增持
KO
COCA COLA CO
+$138.4K
14,469
+17%
增持
PH
PARKER-HANNIFIN CORP
+$133.5K
561
+32%
减持
CVX
CHEVRON CORP NEW
-$132.2K
4,716
-2%
建仓
MIND
MIND TECHNOLOGY INC
+$126.6K
15,000
增持
MEAR
ISHARES U S ETF TR
+$122.8K
19,189
+15%
增持
SCHM
SCHWAB STRATEGIC TR
+$118.5K
20,681
+17%
增持
BLK
BLACKROCK INC
+$114.7K
536
+13%
增持
JNJ
JOHNSON & JOHNSON
-$111.4K
9,068
+0%
减持
XLE
SELECT SECTOR SPDR TR
-$108.1K
12,359
-0%
减持
—
BOS BETTER ONLINE SOLUTIONS
+$107.8K
152,000
-9%
减持
BAC
BANK AMERICA CORP
+$103.4K
19,938
-1%
增持
MCK
MCKESSON CORP
+$98.3K
923
+7%
增持
LMT
LOCKHEED MARTIN CORP
+$91.0K
2,519
+5%
增持
—
LINDE PLC
+$88.0K
777
+31%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$87.6K
4,909
+14%
建仓
AIFC
ALT5 SIGMA CORP
+$86.9K
12,000
减持
GAB
GABELLI EQUITY TR INC
-$86.7K
19,855
-46%
增持
HD
HOME DEPOT INC
+$84.5K
3,646
+7%
增持
HON
HONEYWELL INTL INC
+$83.3K
3,821
+0%
增持
ADBE
ADOBE INC
+$81.5K
1,134
+22%
增持
VO
VANGUARD INDEX FDS
+$81.4K
3,658
+0%
减持
PG
PROCTER AND GAMBLE CO
-$81.2K
7,295
-0%
减持
DHR
DANAHER CORPORATION
-$76.0K
4,765
-4%
增持
CRM
SALESFORCE INC
+$70.8K
1,348
+22%
增持
MRK
MERCK & CO INC
-$70.1K
11,680
+5%
增持
SPYM
SPDR SERIES TRUST
+$69.6K
8,044
+3%
减持
SYK
STRYKER CORPORATION
+$66.8K
3,874
-2%
增持
MA
MASTERCARD INCORPORATED
+$64.5K
3,590
+1%
减持
IVOO
VANGUARD ADMIRAL FDS INC
-$63.5K
2,145
-27%
增持
SCHX
SCHWAB STRATEGIC TR
+$61.8K
25,760
+0%
增持
ABBV
ABBVIE INC
-$61.3K
5,973
+7%
减持
XLI
SELECT SECTOR SPDR TR
+$60.4K
3,682
-0%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$60.2K
3,065
+6%
增持
TJX
TJX COS INC NEW
+$58.8K
12,126
+3%
增持
CL
COLGATE PALMOLIVE CO
+$57.8K
3,696
+24%
增持
PGR
PROGRESSIVE CORP
+$57.0K
1,202
+29%
增持
NXGL
NEXGEL INC
+$55.5K
281,000
+25%
增持
VB
VANGUARD INDEX FDS
+$54.4K
3,044
+1%
增持
MCD
MCDONALDS CORP
-$54.0K
6,847
+4%
增持
XLB
SELECT SECTOR SPDR TR
+$50.3K
6,752
+7%
增持
—
ACCENTURE PLC IRELAND
-$47.2K
4,227
+1%
增持
VTEB
VANGUARD MUN BD FDS
+$46.3K
19,695
+6%
增持
XLRE
SELECT SECTOR SPDR TR
+$45.7K
6,336
+22%
增持
SCHA
SCHWAB STRATEGIC TR
+$44.4K
16,673
+4%
减持
SBUX
STARBUCKS CORP
-$43.2K
4,684
-3%
增持
RSG
REPUBLIC SVCS INC
+$39.0K
3,598
+3%
增持
NOC
NORTHROP GRUMMAN CORP
+$35.7K
789
+13%
减持
ITW
ILLINOIS TOOL WKS INC
-$35.4K
1,831
-7%
建仓
RSSS
RESEARCH SOLUTIONS INC
+$35.0K
12,208
增持
—
EXXON MOBIL CORP
-$30.3K
6,894
+6%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$28.6K
6,672
+0%
减持
XME
SPDR SERIES TRUST
+$25.0K
3,408
-7%
减持
VTV
VANGUARD INDEX FDS
+$24.6K
6,325
-0%
增持
—
AON PLC
-$20.7K
2,177
+9%
