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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 24
增持 36
减持 64
清仓 26
方向
标的
Δ市值
现股数(环比)
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$29.6M
64,461
+1213%
增持
AAPL
APPLE INC
+$27.4M
135,023
+255%
增持
MSFT
MICROSOFT CORP
+$14.6M
51,323
+300%
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
SPSM
SPDR SERIES TRUST
+$13.0M
399,782
+146%
减持
GLDM
WORLD GOLD TR
+$4.7M
319,431
-11%
增持
DYNF
BLACKROCK ETF TRUST
+$4.7M
86,502
+667%
增持
FENI
FIDELITY COVINGTON TRUST
+$4.6M
350,237
+30%
增持
CGIE
CAPITAL GROUP INTERNATIONAL
+$3.8M
423,085
+22%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$3.5M
94,878
+14%
减持
IVV
ISHARES TR
-$2.8M
21,933
-19%
增持
IJH
ISHARES TR
+$2.3M
274,737
+3%
减持
DXJ
WISDOMTREE TR
+$2.1M
59,692
-2%
减持
FFSM
FIDELITY COVINGTON TRUST
+$1.8M
402,143
-1%
增持
TACK
CAPITOL SER TR
+$1.8M
340,219
+16%
增持
—
BOS BETTER ONLINE SOLUTIONS
+$1.4M
324,000
+604%
增持
SMMD
ISHARES TR
+$1.0M
29,171
+61%
减持
IEFA
ISHARES TR
+$1.0M
112,884
-1%
增持
GS
GOLDMAN SACHS GROUP INC
+$961.4K
3,702
+16%
减持
DOL
WISDOMTREE TR
+$914.9K
92,925
-0%
增持
SPY
SPDR S&P 500 ETF TR
+$910.3K
8,619
+13%
减持
GOOGL
ALPHABET INC
+$892.2K
15,366
-9%
减持
LLY
ELI LILLY & CO
+$878.0K
4,259
-9%
建仓
CPSH
CPS TECHNOLOGIES CORP
+$725.7K
145,434
建仓
AGG
ISHARES TR
+$720.2K
7,190
减持
USFR
WISDOMTREE TR
-$708.5K
110,269
-12%
增持
EWJ
ISHARES INC
+$706.3K
29,525
+19%
减持
IJR
ISHARES TR
+$673.7K
64,125
-2%
清仓
SNWV
SANUWAVE HEALTH INC
-$659.6K
0
-100%
减持
CAT
CATERPILLAR INC
+$657.9K
3,632
-15%
清仓
DUOT
DUOS TECHNOLOGIES GROUP INC
-$657.2K
0
-100%
减持
WMT
WALMART INC
+$649.8K
29,401
-4%
减持
IWR
ISHARES TR
-$644.8K
15,912
-32%
增持
JNJ
JOHNSON & JOHNSON
+$630.1K
9,620
+7%
减持
GOOG
ALPHABET INC
+$625.3K
9,718
-6%
增持
JBND
J P MORGAN EXCHANGE TRADED F
+$553.4K
56,667
+22%
增持
CGCV
CAPITAL GROUP CONSERVATIVE E
+$547.5K
249,878
+2%
减持
UNH
UNITEDHEALTH GROUP INC
-$509.9K
2,208
-32%
减持
IWM
ISHARES TR
-$504.9K
6,913
-29%
减持
KINS
KINGSTONE COS INC
-$501.5K
164,175
-22%
增持
VTI
VANGUARD INDEX FDS
+$497.0K
2,959
+88%
建仓
CAH
CARDINAL HEALTH INC
+$494.4K
2,190
增持
RDVT
RED VIOLET INC
+$489.5K
28,000
+119%
减持
META
META PLATFORMS INC
-$467.8K
2,209
-17%
减持
AVGO
BROADCOM INC
-$451.8K
6,267
-21%
增持
CURI
CURIOSITYSTREAM INC
-$432.2K
255,290
+6%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$425.9K
2,200
-30%
减持
PG
PROCTER AND GAMBLE CO
-$424.8K
4,219
-40%
建仓
NTWK
NETSOL TECHNOLOGIES INC
+$418.8K
130,452
清仓
—
IREN LIMITED
-$412.7K
0
-100%
清仓
ADBE
ADOBE INC
-$406.2K
0
-100%
增持
AMGN
AMGEN INC
+$404.0K
3,604
+7%
减持
DFAX
DIMENSIONAL ETF TRUST
+$403.2K
111,886
-3%
清仓
PPIH
PERMA-PIPE INTL HLDGS INC
-$389.3K
0
-100%
建仓
IXUS
ISHARES TR
+$369.9K
4,014
清仓
BOF
BRANCHOUT FOOD INC
-$362.2K
0
-100%
减持
MA
MASTERCARD INCORPORATED
-$359.3K
3,156
-12%
建仓
AKRE
PROFESIONALLY MANAGED PORTFO
+$357.3K
6,222
建仓
COF
CAPITAL ONE FINL CORP
+$333.2K
1,496
建仓
IWD
ISHARES TR
+$332.4K
1,480
建仓
BBEU
J P MORGAN EXCHANGE TRADED F
+$331.1K
4,230
减持
MRK
MERCK & CO INC
+$329.5K
10,741
-4%
清仓
PANW
PALO ALTO NETWORKS INC
-$325.4K
0
-100%
清仓
NFLX
NETFLIX INC
-$321.3K
0
-100%
清仓
ORCL
ORACLE CORP
-$319.7K
0
-100%
减持
AMZN
AMAZON COM INC
-$318.5K
5,763
-17%
减持
RSPN
INVESCO EXCHANGE TRADED FD T
+$309.4K
55,440
-2%
清仓
TGEN
TECOGEN INC NEW
-$300.9K
0
-100%
清仓
—
VS TRUST
-$297.9K
0
-100%
减持
ABT
ABBOTT LABS
-$297.6K
4,509
-24%
清仓
PGR
PROGRESSIVE CORP
-$296.8K
0
-100%
清仓
BX
BLACKSTONE INC
-$294.7K
0
-100%
减持
CSCO
CISCO SYS INC
+$280.6K
16,606
-2%
建仓
WEEL
TIDAL TRUST II
+$280.3K
13,866
增持
XLE
SELECT SECTOR SPDR TR
+$277.6K
25,254
+109%
清仓
TFLO
ISHARES TR
-$270.0K
0
-100%
减持
—
AON PLC
-$268.9K
1,242
-32%
建仓
IVW
ISHARES TR
+$267.9K
2,186
建仓
IUSG
ISHARES TR
+$267.7K
1,596
建仓
CMI
CUMMINS INC
+$266.1K
442
建仓
BBCA
J P MORGAN EXCHANGE TRADED F
+$263.9K
2,725
清仓
OKLO
OKLO INC
-$262.2K
0
-100%
清仓
UHG
UNITED HOMES GROUP INC
-$260.2K
0
-100%
建仓
LRCX
LAM RESEARCH CORP
+$244.2K
1,065
减持
V
VISA INC
-$242.6K
2,995
-16%
清仓
TSLA
TESLA INC
-$241.9K
0
-100%
增持
IWF
ISHARES TR
+$237.1K
999
+109%
建仓
BNDX
VANGUARD CHARLOTTE FDS
+$231.5K
4,766
增持
WFC
WELLS FARGO CO NEW
+$230.9K
7,238
+34%
清仓
TDG
TRANSDIGM GROUP INC
-$230.7K
0
-100%
减持
BALL
BALL CORP
+$230.0K
16,173
-4%
清仓
T
AT&T INC
-$229.7K
0
-100%
建仓
AMPG
AMPLITECH GROUP INC
+$229.4K
74,000
清仓
PWR
QUANTA SVCS INC
-$227.9K
0
-100%
减持
—
ACCENTURE PLC IRELAND
-$226.0K
3,294
-19%
减持
QCOM
QUALCOMM INC
-$223.8K
7,513
-1%
建仓
BBJP
J P MORGAN EXCHANGE TRADED F
+$223.8K
3,001
减持
VTEB
VANGUARD MUN BD FDS
-$222.6K
15,492
-23%
减持
EEM
ISHARES TR
-$220.4K
5,460
-47%
清仓
EMXC
ISHARES INC
-$218.7K
0
-100%
增持
SUB
ISHARES TR
+$213.6K
14,187
+16%
建仓
VGT
VANGUARD WORLD FD
+$213.5K
284
清仓
COP
CONOCOPHILLIPS
-$212.1K
0
-100%
建仓
XLV
SELECT SECTOR SPDR TR
+$207.6K
1,328
建仓
PROF
PROFOUND MED CORP
+$204.8K
31,500
减持
RPID
RAPID MICRO BIOSYSTEMS INC
-$200.0K
125,000
-38%
建仓
ELWT
ELAUWIT CONNECTION INC
+$198.7K
39,500
减持
JPM
JPMORGAN CHASE & CO.
-$196.6K
5,580
-12%
减持
MAR
MARRIOTT INTL INC NEW
+$191.7K
4,228
-9%
减持
TJX
TJX COS INC NEW
-$187.0K
9,983
-17%
减持
RTX
RTX CORPORATION
+$174.3K
7,981
-4%
增持
PH
PARKER-HANNIFIN CORP
+$168.1K
624
+7%
增持
ODFL
OLD DOMINION FREIGHT LINE IN
+$166.8K
3,004
+0%
清仓
FLD
FOLD HLDGS INC
-$164.8K
0
-100%
增持
XLU
SELECT SECTOR SPDR TR
-$164.7K
32,097
+79%
减持
PRPO
PRECIPIO INC
-$163.7K
10,600
-50%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$161.5K
12,710
-26%
增持
MEAR
ISHARES U S ETF TR
+$158.7K
22,045
+17%
清仓
ACNT
ASCENT INDUSTRIES CO
-$154.6K
0
-100%
减持
MRSH
MARSH & MCLENNAN COS INC
-$152.3K
1,894
-20%
增持
MS
MORGAN STANLEY
+$150.8K
5,706
+2%
减持
HD
HOME DEPOT INC
-$146.6K
3,513
-4%
减持
KO
COCA COLA CO
+$143.8K
14,659
-3%
减持
ADI
ANALOG DEVICES INC
+$143.6K
2,885
-10%
建仓
VELO
VELO3D INC
+$139.7K
10,200
减持
NVDA
NVIDIA CORPORATION
-$137.0K
15,622
-6%
增持
VTV
VANGUARD INDEX FDS
+$133.6K
6,013
+1%
减持
—
LINDE PLC
-$132.4K
527
-33%
减持
—
EATON CORP PLC
-$127.8K
602
-36%
减持
LNG
CHENIERE ENERGY INC
-$125.7K
1,081
-29%
减持
SCHX
SCHWAB STRATEGIC TR
-$125.4K
20,241
-22%
减持
ABBV
ABBVIE INC
-$124.0K
5,637
-6%
增持
SPMD
SPDR SERIES TRUST
+$123.1K
18,285
+2%
减持
BLK
BLACKROCK INC
-$121.9K
468
-13%
清仓
F
FORD MTR CO
-$120.1K
0
-100%
减持
CRM
SALESFORCE INC
-$119.5K
1,035
-23%
增持
BAC
BANK AMERICA CORP
+$117.6K
20,274
+2%
减持
MCK
MCKESSON CORP
+$113.6K
859
-7%
减持
CEG
CONSTELLATION ENERGY CORP
-$112.4K
1,765
-2%
减持
VOO
VANGUARD INDEX FDS
+$110.7K
15,736
-3%
减持
DIS
DISNEY WALT CO
-$110.2K
3,679
-16%
减持
NKE
NIKE INC
-$108.8K
4,259
-21%
建仓
SWAG
STRAN & COMPANY INC
+$98.6K
56,000
增持
XLI
SELECT SECTOR SPDR TR
+$97.5K
3,829
+4%
减持
VZ
VERIZON COMMUNICATIONS INC
-$93.7K
5,885
-30%
清仓
ABX
ABACUS GLOBAL MGMT INC
-$91.7K
0
-100%
减持
RSG
REPUBLIC SVCS INC
-$89.7K
3,352
-9%
减持
AMT
AMERICAN TOWER CORP NEW
-$89.3K
1,254
-21%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$86.3K
5,740
+1%
减持
LMT
LOCKHEED MARTIN CORP
+$85.7K
2,075
-16%
减持
CL
COLGATE PALMOLIVE CO
-$83.0K
2,128
-40%
