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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 7
增持 69
减持 62
清仓 12
方向
标的
Δ市值
现股数(环比)
增持
SPSM
SPDR SERIES TRUST
+$9.3M
562,067
+41%
增持
DYNF
BLACKROCK ETF TRUST
+$7.0M
193,256
+123%
减持
GLDM
WORLD GOLD TR
-$6.2M
279,724
-12%
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
TACK
CAPITOL SER TR
+$6.0M
541,504
+59%
减持
USFR
WISDOMTREE TR
-$5.1M
8,911
-92%
减持
FFSM
FIDELITY COVINGTON TRUST
-$4.1M
272,082
-32%
减持
CGCV
CAPITAL GROUP CONSERVATIVE E
-$3.9M
129,884
-48%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$3.8M
114,053
+20%
减持
CGIE
CAPITAL GROUP INTERNATIONAL
-$3.5M
340,992
-19%
增持
IJH
ISHARES TR
+$3.0M
312,576
+14%
增持
FENI
FIDELITY COVINGTON TRUST
+$2.6M
429,234
+23%
减持
DGRW
WISDOMTREE TR
-$2.0M
38,219
-36%
减持
IJR
ISHARES TR
-$1.9M
48,256
-25%
建仓
JIVE
J P MORGAN EXCHANGE TRADED F
+$1.2M
13,910
减持
KINS
KINGSTONE COS INC
-$944.8K
95,016
-42%
建仓
XPEL
XPEL INC
+$941.6K
20,250
增持
AAPL
APPLE INC
-$920.1K
135,122
+0%
减持
—
BOS BETTER ONLINE SOLUTIONS
-$714.6K
181,412
-44%
增持
EWJ
ISHARES INC
+$680.5K
38,501
+30%
增持
AVGO
BROADCOM INC
+$570.9K
6,520
+4%
增持
LLY
ELI LILLY & CO
-$566.3K
4,472
+5%
增持
RPID
RAPID MICRO BIOSYSTEMS INC
+$552.0K
432,510
+246%
减持
META
META PLATFORMS INC
-$451.4K
1,539
-30%
增持
GOOGL
ALPHABET INC
+$444.7K
15,494
+1%
建仓
BODI
THE BEACHBODY COMPANY INC
+$444.6K
29,075
增持
RDVT
RED VIOLET INC
+$410.7K
41,870
+50%
减持
CURI
CURIOSITYSTREAM INC
-$399.7K
135,234
-47%
增持
TXN
TEXAS INSTRS INC
+$389.3K
6,445
+5%
增持
CAT
CATERPILLAR INC
+$373.7K
3,703
+2%
减持
CPSH
CPS TECHNOLOGIES CORP
-$370.6K
68,300
-53%
增持
SMMD
ISHARES TR
+$366.9K
32,492
+11%
增持
MEAR
ISHARES U S ETF TR
+$365.4K
29,344
+33%
建仓
LNSR
LENSAR INC
+$343.9K
66,000
建仓
SPG
SIMON PPTY GROUP INC NEW
+$339.1K
1,685
增持
—
AON PLC
+$336.6K
2,230
+80%
减持
IEFA
ISHARES TR
-$327.3K
112,241
-1%
增持
DXJ
WISDOMTREE TR
+$320.4K
63,266
+6%
减持
AMZN
AMAZON COM INC
+$300.9K
5,759
-0%
减持
VOO
VANGUARD INDEX FDS
+$299.0K
15,729
-0%
建仓
HGBL
HERITAGE GLOBAL INC
+$273.5K
194,000
清仓
NKE
NIKE INC
-$265.8K
0
-100%
增持
JBND
J P MORGAN EXCHANGE TRADED F
+$252.1K
61,719
+9%
减持
NTWK
NETSOL TECHNOLOGIES INC
-$236.8K
52,600
-60%
清仓
VIOO
VANGUARD ADMIRAL FDS INC
-$230.1K
0
-100%
清仓
AMPG
AMPLITECH GROUP INC
-$229.4K
0
-100%
减持
NVDA
NVIDIA CORPORATION
-$228.8K
12,649
-19%
减持
WFC
WELLS FARGO & CO
-$222.2K
5,742
-21%
增持
LMT
LOCKHEED MARTIN CORP
-$218.7K
2,154
+4%
清仓
TMO
THERMO FISHER SCIENTIFIC INC
-$210.5K
0
-100%
清仓
XLV
SELECT SECTOR SPDR TR
-$207.6K
0
-100%
减持
HD
HOME DEPOT INC
-$206.3K
3,407
-3%
清仓
PROF
PROFOUND MED CORP
-$204.8K
0
-100%
清仓
CRM
SALESFORCE INC
-$200.7K
0
-100%
清仓
PEP
PEPSICO INC
-$200.4K
0
-100%
清仓
ELWT
ELAUWIT CONNECTION INC
-$198.7K
0
-100%
减持
—
ACCENTURE PLC IRELAND
-$197.1K
3,293
-0%
建仓
INVE
IDENTIV INC
+$194.8K
41,000
增持
CSCO
CISCO SYS INC
+$190.1K
18,481
+11%
增持
XLU
SELECT SECTOR SPDR TR
+$189.5K
34,316
+7%
清仓
EWCZ
EUROPEAN WAX CTR INC
-$187.9K
0
-100%
减持
LOW
LOWES COS INC
-$184.4K
2,830
-10%
增持
MCD
MCDONALDS CORP
-$182.7K
6,774
+3%
减持
BAC
BANK AMERICA CORP
-$181.3K
18,285
-10%
减持
MSFT
MICROSOFT CORP
+$181.3K
50,394
-2%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$178.6K
2,453
-1%
增持
MAR
MARRIOTT INTL INC NEW
+$150.2K
4,299
+2%
增持
QQQ
INVESCO QQQ TR
+$146.0K
2,880
+0%
清仓
VELO
VELO3D INC
-$139.7K
0
-100%
减持
UNH
UNITEDHEALTH GROUP INC
+$135.0K
2,097
-5%
减持
GOOG
ALPHABET INC
+$131.0K
9,421
-3%
减持
MA
MASTERCARD INCORPORATED
-$124.6K
3,090
-2%
减持
JPM
JPMORGAN CHASE & CO
-$118.9K
5,386
-3%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$116.3K
1,938
-12%
增持
LNG
CHENIERE ENERGY INC
+$114.2K
1,339
+24%
减持
RSPN
INVESCO EXCHANGE TRADED FD T
-$110.7K
55,379
-0%
增持
DHR
DANAHER CORP DEL
-$110.6K
4,754
+6%
增持
VZ
VERIZON COMMUNICATIONS INC
+$104.0K
8,084
+37%
增持
SUB
ISHARES TR
+$103.3K
15,231
+7%
增持
SYK
STRYKER CORPORATION
-$100.0K
3,917
+0%
增持
ABBV
ABBVIE INC
-$99.5K
5,872
+4%
减持
DOL
WISDOMTREE TR
-$98.9K
92,400
-1%
增持
HON
HONEYWELL INTL INC
-$98.7K
3,596
+0%
增持
CEG
CONSTELLATION ENERGY CORP
+$96.8K
1,831
+4%
增持
RTX
RTX CORPORATION
-$95.5K
8,480
+6%
减持
VTI
VANGUARD INDEX FDS
-$95.2K
2,606
-12%
增持
BALL
BALL CORP
-$88.0K
16,210
+0%
增持
XLB
SELECT SECTOR SPDR TR
+$85.9K
13,768
+15%
增持
—
LINDE PLC
+$84.9K
637
+21%
增持
NOC
NORTHROP GRUMMAN CORP
-$84.8K
702
+0%
减持
GNSS
GENASYS INC
-$84.7K
290,345
-7%
减持
PRPO
PRECIPIO INC
+$81.8K
9,500
-10%
减持
CBRE
CBRE GROUP INC
-$80.4K
1,405
-16%
减持
DFAX
DIMENSIONAL ETF TRUST
-$80.4K
109,109
-2%
减持
—
CRH PLC
-$79.9K
2,352
-16%
增持
CVX
CHEVRON CORPORATION
+$79.0K
4,962
+8%
清仓
THRY
THRYV HLDGS INC
-$78.6K
0
-100%
减持
SCHM
SCHWAB STRATEGIC TR
-$78.2K
17,912
-14%
减持
TDVG
T ROWE PRICE ETF INC
-$76.6K
6,656
-20%
增持
MRK
MERCK & CO INC
-$74.1K
10,792
+0%
增持
ODFL
OLD DOMINION FREIGHT LINE IN
+$73.8K
3,006
+0%
增持
ABT
ABBOTT LABORATORIES
-$72.8K
4,612
+2%
增持
IWM
ISHARES TR
+$71.1K
6,914
+0%
增持
AMGN
AMGEN INC
-$69.9K
3,776
+5%
增持
KO
COCA COLA CO
+$68.8K
16,062
+10%
减持
IUSG
ISHARES TR
-$65.5K
1,133
-29%
增持
—
CHUBB LTD SWITZ
+$58.2K
1,548
+14%
增持
RSG
REPUBLIC SVCS INC
-$57.2K
3,367
+0%
增持
XLK
SELECT SECTOR SPDR TR
+$56.9K
2,945
+1%
增持
GOSS
GOSSAMER BIO INC
-$54.2K
28,769
+1%
减持
IVV
ISHARES TR
-$51.0K
21,208
-3%
减持
V
VISA INC
-$50.2K
2,987
-0%
减持
SWAG
STRAN & COMPANY INC
-$49.9K
31,000
-45%
增持
TSM
TAIWAN SEMICONDUCTOR MANUFAC
+$44.8K
896
+0%
减持
ADI
ANALOG DEVICES INC
+$42.6K
2,482
-14%
减持
MS
MORGAN STANLEY
+$42.6K
5,695
-0%
增持
PH
PARKER-HANNIFIN CORP
+$42.0K
670
+7%
增持
MO
ALTRIA GROUP INC
+$40.7K
15,363
+2%
增持
WWR
WESTWATER RES INC
+$40.2K
120,000
+200%
增持
COF
CAPITAL ONE FINL CORP
-$39.3K
1,514
+1%
减持
ITW
ILLINOIS TOOL WKS INC
-$35.6K
1,677
-0%
增持
AMT
AMERICAN TOWER CORP
+$30.7K
1,418
+13%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
-$30.3K
1,715
-3%
增持
CMI
CUMMINS INC
+$29.4K
447
+1%
减持
IAU
ISHARES GOLD TR
-$29.2K
2,534
-4%
增持
JNJ
JOHNSON & JOHNSON
-$28.8K
10,060
+5%
减持
AKRE
PROFESIONALLY MANAGED PORTFO
-$28.3K
6,120
-2%
增持
VO
VANGUARD INDEX FDS
-$28.2K
14,360
+285%
减持
XLE
SELECT SECTOR SPDR TR
+$26.2K
24,323
-4%
增持
PG
PROCTER & GAMBLE CO
-$26.1K
4,297
+2%
减持
MRSH
MARSH & MCLENNAN COS INC
-$25.0K
1,758
-7%
增持
VGT
VANGUARD WORLD FD
+$23.6K
2,273
+700%
增持
WMT
WALMART INC
-$23.2K
29,549
+1%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$20.8K
12,461
-2%
减持
QCOM
QUALCOMM INC
-$20.1K
6,813
-9%
增持
VUG
VANGUARD INDEX FDS
+$18.4K
4,021
+500%
减持
DIS
DISNEY WALT CO
-$17.9K
3,676
-0%
增持
VIG
VANGUARD SPECIALIZED FUNDS
-$17.9K
5,755
+0%
减持
AGG
ISHARES TR
-$16.5K
7,077
-2%
增持
—
EXXON MOBIL CORP
-$14.7K
4,924
+0%
增持
VTV
VANGUARD INDEX FDS
-$14.7K
6,017
+0%
增持
VTWO
VANGUARD SCOTTSDALE FDS
+$14.2K
2,280
+2%
减持
IWF
ISHARES TR
+$13.7K
988
-1%
减持
VB
VANGUARD INDEX FDS
+$12.9K
3,120
-0%
减持
SPMD
SPDR SERIES TRUST
+$12.6K
18,242
-0%
减持
SCHA
SCHWAB STRATEGIC TR
+$12.0K
21,638
-3%
增持
SBUX
STARBUCKS CORP
+$10.7K
3,988
+4%
增持
WEEL
TIDAL TRUST II
+$9.9K
14,300
+3%
减持
TRV
TRAVELERS COMPANIES INC
+$8.0K
2,988
-3%
减持
VTEB
VANGUARD MUN BD FDS
-$7.0K
15,415
-0%
减持
TJX
TJX COS INC NEW
+$6.3K
9,945
-0%
