EVERMAY WEALTH MANAGEMENT LLC
ARLINGTON VA · SEC CIK 0001066816
$9.71亿2026Q2 申报市值
651持仓数
63.8%前十大占比 · 第一大 14.9%
99 / 45新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
SPTS 加仓+$745.73万
SPTI 加仓+$461.90万
VGIT 加仓+$450.81万
SPYM 加仓+$385.89万
SPMD 加仓+$262.88万
2026Q2 卖出最多 按季末市值估算
BHRB 清仓-$1,157.13万
VOO 减仓-$892.24万
SCHX 减仓-$688.51万
IJH 减仓-$450.91万
SGOV 减仓-$279.99万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| SPTI | SPDR SERIES TRUST | $1.44亿 | 14.85% | 5,078,669 | 162,697 | 3.3% | $461.90万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $1.22亿 | 12.53% | 4,135,021 | -233,947 | -5.4% | -$688.51万 | 减仓 |
| SPTS | SPDR SERIES TRUST | $9,742.05万 | 10.03% | 3,358,171 | 257,061 | 8.3% | $745.73万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $7,235.77万 | 7.45% | 105,353 | -12,991 | -11.0% | -$892.24万 | 减仓 |
| IJH | ISHARES TR | $4,112.41万 | 4.24% | 533,317 | -58,476 | -9.9% | -$450.91万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $3,825.26万 | 3.94% | 51,102 | -1,891 | -3.6% | -$141.55万 | 减仓 |
| IVV | ISHARES TR | $3,027.90万 | 3.12% | 40,432 | 1,169 | 3.0% | $87.54万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $2,876.81万 | 2.96% | 327,357 | 43,911 | 15.5% | $385.89万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $2,500.43万 | 2.58% | 370,105 | 38,911 | 11.7% | $262.88万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $2,016.73万 | 2.08% | 349,702 | 28,004 | 8.7% | $161.50万 | 加仓 |
| AAPL | APPLE INC | $1,911.05万 | 1.97% | 66,044 | -3,748 | -5.4% | -$108.45万 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $1,909.01万 | 1.97% | 462,789 | 26,600 | 6.1% | $109.73万 | 加仓 |
| IEMG | ISHARES INC | $1,798.61万 | 1.85% | 217,119 | 10,523 | 5.1% | $87.17万 | 加仓 |
| AMZN | AMAZON COM INC | $1,274.62万 | 1.31% | 53,479 | 1,971 | 3.8% | $46.98万 | 加仓 |
| IJR | ISHARES TR | $1,232.67万 | 1.27% | 83,114 | -7,612 | -8.4% | -$112.89万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $1,185.78万 | 1.22% | 75,035 | -5,588 | -6.9% | -$88.31万 | 减仓 |
| GOOGL | ALPHABET INC | $1,108.33万 | 1.14% | 31,013 | -2,432 | -7.3% | -$86.91万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $1,013.95万 | 1.04% | 27,401 | -3,390 | -11.0% | -$125.44万 | 减仓 |
| VO | VANGUARD INDEX FDS | $921.06万 | 0.95% | 114,318 | -7,302 | -6.0% | -$58.83万 | 减仓 |
| JMSB | JOHN MARSHALL BANCORP INC | $765.50万 | 0.79% | 351,149 | 1,180 | 0.3% | $2.57万 | 加仓 |
| MSFT | MICROSOFT CORP | $633.44万 | 0.65% | 16,981 | -376 | -2.2% | -$14.03万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $603.34万 | 0.62% | 18,432 | 411 | 2.3% | $13.45万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $552.35万 | 0.57% | 93,651 | 76,435 | 444.0% | $450.81万 | 加仓 |
| LLY | ELI LILLY & CO | $452.55万 | 0.47% | 3,773 | -90 | -2.3% | -$10.79万 | 减仓 |
| XSOE | WISDOMTREE TR | $437.00万 | 0.45% | 88,858 | -39,216 | -30.6% | -$192.86万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $430.04万 | 0.44% | 21,493 | 319 | 1.5% | $6.38万 | 加仓 |
| IWM | ISHARES TR | $420.93万 | 0.43% | 14,010 | -246 | -1.7% | -$7.39万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $408.49万 | 0.42% | 47,422 | -3,908 | -7.6% | -$33.66万 | 减仓 |
| CAT | CATERPILLAR INC | $360.28万 | 0.37% | 3,383 | 121 | 3.7% | $12.89万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $359.21万 | 0.37% | 63,599 | -10,453 | -14.1% | -$59.04万 | 减仓 |
| IWD | ISHARES TR | $329.83万 | 0.34% | 13,605 | -763 | -5.3% | -$18.50万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $329.41万 | 0.34% | 6,583 | -263 | -3.8% | -$13.16万 | 减仓 |
| AVGO | BROADCOM INC | $307.90万 | 0.32% | 8,151 | 334 | 4.3% | $12.62万 | 加仓 |
| V | VISA INC | $282.71万 | 0.29% | 8,240 | -115 | -1.4% | -$3.95万 | 减仓 |
| PJAN | INNOVATOR ETFS TRUST | $281.50万 | 0.29% | 56,881 | -1,405 | -2.4% | -$6.95万 | 减仓 |
| IDV | ISHARES TR | $280.76万 | 0.29% | 67,767 | -5,960 | -8.1% | -$24.69万 | 减仓 |
| VB | VANGUARD INDEX FDS | $262.38万 | 0.27% | 8,656 | -3,467 | -28.6% | -$105.09万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $251.40万 | 0.26% | 11,536 | 247 | 2.2% | $5.38万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $247.30万 | 0.25% | 42,491 | 36,186 | 573.9% | $210.60万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $246.34万 | 0.25% | 34,574 | -5,202 | -13.1% | -$37.06万 | 减仓 |
| MRK | MERCK & CO INC | $235.16万 | 0.24% | 18,218 | 4,297 | 30.9% | $55.47万 | 加仓 |
| AMAT | APPLIED MATLS INC | $235.02万 | 0.24% | 3,251 | 250 | 8.3% | $18.07万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $226.96万 | 0.23% | 25,859 | 4,102 | 18.9% | $36.00万 | 加仓 |
| GOOG | ALPHABET INC | $224.01万 | 0.23% | 6,340 | -435 | -6.4% | -$15.37万 | 减仓 |
| META | META PLATFORMS INC | $216.30万 | 0.22% | 3,840 | -735 | -16.1% | -$41.40万 | 减仓 |
| IAUM | ISHARES GOLD TRUST MICRO | $215.51万 | 0.22% | 53,864 | 3,723 | 7.4% | $14.90万 | 加仓 |
| IWF | ISHARES TR | $208.90万 | 0.22% | 16,824 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $197.85万 | 0.20% | 19,046 | -1,567 | -7.6% | -$16.28万 | 减仓 |
| GDX | VANECK ETF TRUST | $194.95万 | 0.20% | 25,838 | -81 | -0.3% | -$6,111 | 减仓 |
| SGOV | ISHARES TR | $184.41万 | 0.19% | 18,318 | -27,813 | -60.3% | -$279.99万 | 减仓 |
| — | EXXON MOBIL CORP | $179.11万 | 0.18% | 13,100 | 2,404 | 22.5% | $32.87万 | 加仓 |
| MLM | MARTIN MARIETTA MATLS INC | $173.07万 | 0.18% | 3,001 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $172.99万 | 0.18% | 1,849 | 60 | 3.4% | $5.61万 | 加仓 |
| HD | HOME DEPOT INC | $163.15万 | 0.17% | 4,626 | -1,786 | -27.9% | -$62.99万 | 减仓 |
| DHR | DANAHER CORP DEL | $162.79万 | 0.17% | 8,530 | -1,007 | -10.6% | -$19.22万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $162.57万 | 0.17% | 58,688 | 584 | 1.0% | $1.62万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $161.26万 | 0.17% | 3,720 | 179 | 5.1% | $7.76万 | 加仓 |
| GE | GE AEROSPACE | $159.84万 | 0.16% | 4,277 | 928 | 27.7% | $34.68万 | 加仓 |
| PAPR | INNOVATOR ETFS TRUST | $158.62万 | 0.16% | 37,588 | -220 | -0.6% | -$9,284 | 减仓 |
| SCHR | SCHWAB STRATEGIC TR | $156.29万 | 0.16% | 63,377 | 32,290 | 103.9% | $79.63万 | 加仓 |
| APH | AMPHENOL CORP | $153.29万 | 0.16% | 8,687 | -169 | -1.9% | -$2.98万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $152.20万 | 0.16% | 4,463 | -1,971 | -30.6% | -$67.22万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $146.80万 | 0.15% | 4,340 | 269 | 6.6% | $9.10万 | 加仓 |
| RTX | RTX CORPORATION | $145.14万 | 0.15% | 7,650 | -2,904 | -27.5% | -$55.10万 | 减仓 |
| CSCO | CISCO SYS INC | $141.60万 | 0.15% | 12,055 | -704 | -5.5% | -$8.27万 | 减仓 |
| ABBV | ABBVIE INC | $139.47万 | 0.14% | 5,542 | -847 | -13.3% | -$21.32万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $139.15万 | 0.14% | 5,479 | 322 | 6.2% | $8.18万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $137.07万 | 0.14% | 6,442 | -150 | -2.3% | -$3.19万 | 减仓 |
| YUM | YUM BRANDS INC | $131.85万 | 0.14% | 8,248 | -200 | -2.4% | -$3.20万 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $131.15万 | 0.14% | 2,649 | 1,052 | 65.9% | $52.08万 | 加仓 |
| SLV | ISHARES SILVER TR | $129.39万 | 0.13% | 24,198 | -661 | -2.7% | -$3.53万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $128.63万 | 0.13% | 21,550 | -5,401 | -20.0% | -$32.24万 | 减仓 |
| MCO | MOODYS CORP | $125.37万 | 0.13% | 2,768 | 26 | 0.9% | $1.18万 | 加仓 |
| MCD | MCDONALDS CORP | $123.41万 | 0.13% | 4,565 | -371 | -7.5% | -$10.03万 | 减仓 |
| IAU | ISHARES GOLD TR | $123.30万 | 0.13% | 16,329 | -279 | -1.7% | -$2.11万 | 减仓 |
| TJX | TJX COS INC NEW | $122.79万 | 0.13% | 8,105 | 495 | 6.5% | $7.50万 | 加仓 |
| PMAY | INNOVATOR ETFS TRUST | $119.77万 | 0.12% | 29,000 | 0 | 0.0% | — | 不变 |
| APD | AIR PRODUCTS AND CHEMICALS I | $115.81万 | 0.12% | 3,950 | 1,508 | 61.8% | $44.21万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $113.17万 | 0.12% | 2,222 | -31 | -1.4% | -$1.58万 | 减仓 |
| ETN | EATON CORP PLC | $112.84万 | 0.12% | 2,648 | 817 | 44.6% | $34.81万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $112.66万 | 0.12% | 3,040 | 66 | 2.2% | $2.45万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $110.96万 | 0.11% | 8,766 | -65 | -0.7% | -$8,228 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $110.61万 | 0.11% | 38,193 | -700 | -1.8% | -$2.03万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $110.26万 | 0.11% | 3,505 | 0 | 0.0% | — | 不变 |
| GDXJ | VANECK ETF TRUST | $109.78万 | 0.11% | 11,174 | -180 | -1.6% | -$1.77万 | 减仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $108.08万 | 0.11% | 11,244 | 2,340 | 26.3% | $22.49万 | 加仓 |
| BRO | BROWN & BROWN INC | $105.82万 | 0.11% | 16,495 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $105.64万 | 0.11% | 7,204 | -362 | -4.8% | -$5.31万 | 减仓 |
| AUB | ATLANTIC UN BANKSHARES CORP | $104.79万 | 0.11% | 24,768 | -265 | -1.1% | -$1.12万 | 减仓 |
| AMGN | AMGEN INC | $104.04万 | 0.11% | 2,873 | 63 | 2.2% | $2.28万 | 加仓 |
| ACGL | ARCH CAP GROUP LTD | $103.52万 | 0.11% | 10,666 | 0 | 0.0% | — | 不变 |
| — | MCCORMICK & CO INC | $101.40万 | 0.10% | 20,080 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $100.62万 | 0.10% | 6,070 | 2,061 | 51.4% | $34.16万 | 加仓 |
| PEP | PEPSICO INC | $100.25万 | 0.10% | 7,404 | -245 | -3.2% | -$3.32万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $98.78万 | 0.10% | 2,701 | 76 | 2.9% | $2.78万 | 加仓 |
| IUSV | ISHARES TR | $96.05万 | 0.10% | 8,720 | -21 | -0.2% | -$2,313 | 减仓 |
| MA | MASTERCARD INCORPORATED | $91.63万 | 0.09% | 1,784 | 36 | 2.1% | $1.85万 | 加仓 |
| BNL | BROADSTONE NET LEASE INC | $90.63万 | 0.09% | 43,767 | -211 | -0.5% | -$4,369 | 减仓 |
| LEU | CENTRUS ENERGY CORP | $86.87万 | 0.09% | 5,175 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PARTNERS L | $86.18万 | 0.09% | 23,445 | 0 | 0.0% | — | 不变 |