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 |
|---|---|---|---|---|---|---|---|---|
| DAL | DELTA AIR LINES INC | $1,686 | 0.00% | 18 | 18 | — | $1,686 | 新建仓 |
| NOK | NOKIA CORP | $1,992 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| LUMN | LUMEN TECHNOLOGIES INC | $2,043 | 0.00% | 266 | 33 | 14.2% | $253 | 加仓 |
| SLVM | SYLVAMO CORP | $2,117 | 0.00% | 56 | 56 | — | $2,117 | 新建仓 |
| XRAY | DENTSPLY SIRONA INC | $2,122 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| ESGE | ISHARES INC | $2,188 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| PKB | INVESCO EXCHANGE TRADED FD T | $2,242 | 0.00% | 20 | -105 | -84.0% | -$1.18万 | 减仓 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $2,288 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| SIRI | SIRIUSXM HOLDINGS INC | $2,364 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| REPX | RILEY EXPLORATION PERMIAN IN | $2,472 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $2,541 | 0.00% | 160 | -203 | -55.9% | -$3,224 | 减仓 |
| CLF | CLEVELAND-CLIFFS INC NEW | $2,545 | 0.00% | 271 | 252 | 1,326.3% | $2,367 | 重新持有 |
| VNOM | VIPER ENERGY INC | $2,629 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| FDXF | FEDEX FGHT HLDG CO INC | $2,718 | 0.00% | 18 | 18 | — | $2,718 | 新建仓 |
| XLP | SELECT SECTOR SPDR TR | $2,742 | 0.00% | 33 | -43 | -56.6% | -$3,573 | 减仓 |
| IYC | ISHARES TR | $2,831 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| IYK | ISHARES TR | $3,052 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| URA | GLOBAL X FDS | $3,059 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| CPB | THE CAMPBELLS COMPANY | $3,074 | 0.00% | 138 | 138 | — | $3,074 | 新建仓 |
| ITOT | ISHARES TR | $3,122 | 0.00% | 19 | 19 | — | $3,122 | 新建仓 |
| IYZ | ISHARES TR | $3,131 | 0.00% | 74 | 0 | 0.0% | — | 不变 |
| AZZ | AZZ INC | $3,264 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $3,290 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| VTRS | VIATRIS INC | $3,431 | 0.00% | 216 | 92 | 74.2% | $1,461 | 加仓 |
| FSLR | FIRST SOLAR INC | $3,540 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| CORZ | CORE SCIENTIFIC INC NEW | $3,839 | 0.00% | 150 | 150 | — | $3,839 | 新建仓 |
| MKC | MCCORMICK & CO INC | $3,933 | 0.00% | 78 | 0 | 0.0% | — | 不变 |
| KD | KYNDRYL HLDGS INC | $3,970 | 0.00% | 351 | 24 | 7.3% | $271 | 加仓 |
| VLGEA | VILLAGE SUPER MKT INC | $4,303 | 0.00% | 102 | 102 | — | $4,303 | 新建仓 |
| GUNR | FLEXSHARES TR | $4,386 | 0.00% | 89 | 0 | 0.0% | — | 不变 |
| VOD | VODAFONE GROUP PLC | $4,458 | 0.00% | 337 | 333 | 8,325.0% | $4,405 | 加仓 |
| DOW | DOW HLDGS INC | $4,488 | 0.00% | 164 | 79 | 92.9% | $2,162 | 加仓 |
| EUAD | SPINNAKER ETF SERIES | $4,514 | 0.00% | 107 | 0 | 0.0% | — | 不变 |
| TAK | TAKEDA PHARMACEUTICAL CO LTD | $4,601 | 0.00% | 287 | 287 | — | $4,601 | 新建仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $4,648 | 0.00% | 120 | 0 | 0.0% | — | 不变 |
| AZN | ASTRAZENECA PLC | $4,741 | 0.00% | 25 | 25 | — | $4,741 | 新建仓 |
| IWB | ISHARES TR | $4,914 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| VHT | VANGUARD WORLD FD | $5,084 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| KR | KROGER CO | $5,553 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $5,587 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| IDU | ISHARES TR | $5,616 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| ESGD | ISHARES TR | $5,655 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| NFRA | FLEXSHARES TR | $5,771 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| HLN | HALEON PLC | $5,776 | 0.00% | 619 | 619 | — | $5,776 | 新建仓 |
| BKR | BAKER HUGHES COMPANY | $5,939 | 0.00% | 107 | 0 | 0.0% | — | 不变 |
| SHLD | GLOBAL X FDS | $5,990 | 0.00% | 100 | 29 | 40.8% | $1,737 | 加仓 |
| WY | WEYERHAEUSER CO | $6,009 | 0.00% | 251 | 251 | — | $6,009 | 新建仓 |
| ITB | ISHARES TR | $6,060 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| PVAL | PUTNAM ETF TRUST | $6,114 | 0.00% | 120 | 120 | — | $6,114 | 新建仓 |
| ULTA | ULTA BEAUTY INC | $6,314 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| XLF | SELECT SECTOR SPDR TR | $6,380 | 0.00% | 119 | 0 | 0.0% | — | 不变 |
| RCL | ROYAL CARIBBEAN GROUP | $6,381 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| MOS | MOSAIC CO | $6,463 | 0.00% | 305 | 0 | 0.0% | — | 不变 |
| ITT | ITT INC | $6,527 | 0.00% | 33 | 33 | — | $6,527 | 新建仓 |
| WAB | WABTEC | $6,740 | 0.00% | 25 | 6 | 31.6% | $1,618 | 加仓 |
| ILMN | ILLUMINA INC | $6,858 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| SOLV | SOLVENTUM CORP | $6,867 | 0.00% | 89 | 17 | 23.6% | $1,312 | 加仓 |
| SMR | NUSCALE PWR CORP | $7,021 | 0.00% | 700 | 0 | 0.0% | — | 不变 |
| PNW | PINNACLE WEST CAP CORP | $7,276 | 0.00% | 68 | 68 | — | $7,276 | 新建仓 |
| — | TEVA PHARMACEUTICAL INDS LTD | $7,319 | 0.00% | 216 | 0 | 0.0% | — | 不变 |
| IGM | ISHARES TR | $7,362 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| WAT | WATERS CORP | $7,501 | 0.00% | 20 | 20 | — | $7,501 | 新建仓 |
| VST | VISTRA CORP | $7,615 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| MGC | VANGUARD WORLD FD | $7,662 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| GM | GENERAL MTRS CO | $7,708 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| EMO | CLEARBRIDGE ENERGY MIDSTREAM | $7,766 | 0.00% | 155 | 155 | — | $7,766 | 新建仓 |
| VNT | VONTIER CORPORATION | $7,772 | 0.00% | 268 | 0 | 0.0% | — | 不变 |
| XYL | XYLEM INC | $7,802 | 0.00% | 66 | 66 | — | $7,802 | 新建仓 |
| PAYX | PAYCHEX INC | $7,867 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| TAP | MOLSON COORS BEVERAGE CO | $8,104 | 0.00% | 208 | 208 | — | $8,104 | 新建仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $8,126 | 0.00% | 46 | -25 | -35.2% | -$4,416 | 减仓 |
| NMAX | NEWSMAX INC | $8,280 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| LITE | LUMENTUM HLDGS INC | $8,581 | 0.00% | 10 | 10 | — | $8,581 | 新建仓 |
| NET | CLOUDFLARE INC | $8,585 | 0.00% | 35 | 35 | — | $8,585 | 新建仓 |
| VV | VANGUARD INDEX FDS | $8,598 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| BABA | ALIBABA GROUP HLDG LTD | $8,636 | 0.00% | 89 | 0 | 0.0% | — | 不变 |
| SUB | ISHARES TR | $8,838 | 0.00% | 83 | 83 | — | $8,838 | 新建仓 |
| TEL | TE CONNECTIVITY PLC | $9,073 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| — | GLOBAL X FDS | $9,091 | 0.00% | 241 | -250 | -50.9% | -$9,430 | 减仓 |
| CBT | CABOT CORP | $9,173 | 0.00% | 101 | 101 | — | $9,173 | 新建仓 |
| XLY | SELECT SECTOR SPDR TR | $9,383 | 0.00% | 80 | -88 | -52.4% | -$1.03万 | 减仓 |
| F | FORD MTR CO | $9,439 | 0.00% | 679 | 679 | — | $9,439 | 新建仓 |
| VAC | MARRIOTT VACATIONS WORLDWIDE | $9,475 | 0.00% | 93 | 3 | 3.3% | $306 | 加仓 |
| IBB | ISHARES TR | $9,510 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| NXPI | NXP SEMICONDUCTORS N V | $9,556 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| BIPC | BROOKFIELD INFRASTRUCTURE CO | $9,587 | 0.00% | 249 | 0 | 0.0% | — | 不变 |
| RSG | REPUBLIC SVCS INC | $9,802 | 0.00% | 46 | -16 | -25.8% | -$3,409 | 减仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $9,809 | 0.00% | 121 | 0 | 0.0% | — | 不变 |
| THM | INTERNATIONAL TOWER HILL MIN | $9,950 | 0.00% | 5,000 | 0 | 0.0% | — | 不变 |
| — | VIRGINIA NATL BK CHRLOTSVLE | $1.02万 | 0.00% | 230 | 230 | — | $1.02万 | 新建仓 |
| AEG | AEGON LTD | $1.05万 | 0.00% | 1,249 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT | $1.07万 | 0.00% | 41 | 26 | 173.3% | $6,786 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $1.07万 | 0.00% | 58 | -33 | -36.3% | -$6,113 | 减仓 |
| OGS | ONE GAS INC | $1.08万 | 0.00% | 140 | 0 | 0.0% | — | 不变 |
| SPHD | INVESCO EXCH TRADED FD TR II | $1.09万 | 0.00% | 215 | 0 | 0.0% | — | 不变 |
| VONG | VANGUARD SCOTTSDALE FDS | $1.10万 | 0.00% | 86 | 86 | — | $1.10万 | 新建仓 |
| AVEM | AMERICAN CENTY ETF TR | $1.11万 | 0.00% | 115 | -6 | -5.0% | -$579 | 减仓 |
| LVHD | LEGG MASON ETF INVT | $1.11万 | 0.00% | 253 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP | $1.13万 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| ENB | ENBRIDGE INC | $1.14万 | 0.00% | 210 | 210 | — | $1.14万 | 新建仓 |