EVERMAY WEALTH MANAGEMENT LLC
ARLINGTON VA · SEC CIK 0001066816
$9.02亿2026Q1 申报市值
594持仓数
63.6%前十大占比 · 第一大 15.6%
51 / 27新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
BHRB 新建仓+$1,157.13万
SPTS 加仓+$1,108.19万
SPTI 加仓+$774.67万
AAPL 加仓+$326.81万
SPYM 加仓+$269.18万
2026Q1 卖出最多 按季末市值估算
SCHX 减仓-$171.34万
VOO 减仓-$148.43万
IJH 减仓-$140.57万
VTI 减仓-$85.59万
IDV 减仓-$71.32万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| TYG | TORTOISE ENERGY INFRSTRCTR C | $1.49万 | 0.00% | 298 | 0 | 0.0% | — | 不变 |
| PFS | PROVIDENT FINL SVCS INC | $1.50万 | 0.00% | 709 | 0 | 0.0% | — | 不变 |
| SPGP | INVESCO EXCHANGE TRADED FD T | $1.51万 | 0.00% | 140 | 0 | 0.0% | — | 不变 |
| NYT | NEW YORK TIMES CO MTN BE | $1.51万 | 0.00% | 180 | 0 | 0.0% | — | 不变 |
| — | GLOBAL X FDS | $1.52万 | 0.00% | 491 | 0 | 0.0% | — | 不变 |
| MTBA | SIMPLIFY EXCHANGE TRADED FUN | $1.52万 | 0.00% | 307 | 307 | — | $1.52万 | 新建仓 |
| UBER | UBER TECHNOLOGIES INC | $1.54万 | 0.00% | 214 | 0 | 0.0% | — | 不变 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $1.55万 | 0.00% | 205 | 205 | — | $1.55万 | 新建仓 |
| IWS | ISHARES TR | $1.56万 | 0.00% | 107 | 0 | 0.0% | — | 不变 |
| DSI | ISHARES TR | $1.58万 | 0.00% | 130 | 0 | 0.0% | — | 不变 |
| SOXQ | INVESCO EXCH TRADED FD TR II | $1.58万 | 0.00% | 265 | 0 | 0.0% | — | 不变 |
| NANR | SPDR INDEX SHS FDS | $1.61万 | 0.00% | 192 | 4 | 2.1% | $336 | 加仓 |
| PYPL | PAYPAL HLDGS INC | $1.62万 | 0.00% | 358 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $1.64万 | 0.00% | 170 | 0 | 0.0% | — | 不变 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $1.67万 | 0.00% | 300 | 300 | — | $1.67万 | 新建仓 |
| RAL | RALLIANT CORP | $1.68万 | 0.00% | 403 | -90 | -18.3% | -$3,743 | 减仓 |
| VSNT | VERSANT MEDIA GROUP INC | $1.69万 | 0.00% | 456 | 456 | — | $1.69万 | 新建仓 |
| ETR | ENTERGY CORP NEW | $1.71万 | 0.00% | 152 | 0 | 0.0% | — | 不变 |
| JCI | JOHNSON CONTROLS INTERNATION | $1.73万 | 0.00% | 132 | -15 | -10.2% | -$1,964 | 减仓 |
| GSLC | GOLDMAN SACHS ETF TR | $1.78万 | 0.00% | 142 | 142 | — | $1.78万 | 新建仓 |
| HCA | HCA HEALTHCARE INC | $1.80万 | 0.00% | 38 | -4 | -9.5% | -$1,893 | 减仓 |
| EVRG | EVERGY INC | $1.80万 | 0.00% | 220 | 0 | 0.0% | — | 不变 |
| KYN | KAYNE ANDERSON ENERGY INFRST | $1.81万 | 0.00% | 1,266 | 0 | 0.0% | — | 不变 |
| GPC | GENUINE PARTS CO | $1.82万 | 0.00% | 170 | 0 | 0.0% | — | 不变 |
| XLY | SELECT SECTOR SPDR TR | $1.83万 | 0.00% | 168 | 148 | 740.0% | $1.61万 | 加仓 |
| NEU | NEWMARKET CORP | $1.87万 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| ED | CONSOLIDATED EDISON INC | $1.87万 | 0.00% | 165 | 0 | 0.0% | — | 不变 |
| VCIT | VANGUARD SCOTTSDALE FDS | $1.87万 | 0.00% | 226 | 226 | — | $1.87万 | 新建仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $1.87万 | 0.00% | 236 | 236 | — | $1.87万 | 新建仓 |
| AOR | ISHARES TR | $1.92万 | 0.00% | 298 | -216 | -42.0% | -$1.39万 | 减仓 |
| ICF | ISHARES TR | $1.92万 | 0.00% | 310 | -1,353 | -81.4% | -$8.39万 | 减仓 |
| HEFA | ISHARES TR | $1.93万 | 0.00% | 453 | 453 | — | $1.93万 | 新建仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $1.99万 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| IUSB | ISHARES TR | $2.05万 | 0.00% | 444 | 444 | — | $2.05万 | 新建仓 |
| EFAX | SPDR INDEX SHS FDS | $2.10万 | 0.00% | 421 | -165 | -28.2% | -$8,212 | 减仓 |
| CHD | CHURCH & DWIGHT CO INC | $2.12万 | 0.00% | 227 | 0 | 0.0% | — | 不变 |
| XLV | SELECT SECTOR SPDR TR | $2.17万 | 0.00% | 148 | 75 | 102.7% | $1.10万 | 加仓 |
| — | GENCOR INDS INC | $2.17万 | 0.00% | 1,450 | 0 | 0.0% | — | 不变 |
| DBEF | DBX ETF TR | $2.21万 | 0.00% | 447 | 447 | — | $2.21万 | 新建仓 |
| XBI | SPDR SERIES TRUST | $2.24万 | 0.00% | 175 | 0 | 0.0% | — | 不变 |
| SRE | SEMPRA | $2.24万 | 0.00% | 229 | 0 | 0.0% | — | 不变 |
| — | ELECTRONIC ARTS INC | $2.24万 | 0.00% | 110 | 0 | 0.0% | — | 不变 |
| LPG | DORIAN LPG LTD | $2.26万 | 0.00% | 660 | -200 | -23.3% | -$6,840 | 减仓 |
| AGG | ISHARES TR | $2.26万 | 0.00% | 228 | 228 | — | $2.26万 | 新建仓 |
| FCX | FREEPORT MCMORAN INC | $2.29万 | 0.00% | 390 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $2.30万 | 0.00% | 68 | 68 | — | $2.30万 | 新建仓 |
| YUMC | YUM CHINA HLDGS INC | $2.34万 | 0.00% | 480 | 0 | 0.0% | — | 不变 |
| — | AMERICAN WOODMARK CORP | $2.39万 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $2.41万 | 0.00% | 900 | 0 | 0.0% | — | 不变 |
| FDVV | FIDELITY COVINGTON TRUST | $2.44万 | 0.00% | 442 | -158 | -26.3% | -$8,728 | 减仓 |
| OEF | ISHARES TR | $2.45万 | 0.00% | 77 | 0 | 0.0% | — | 不变 |
| EQT | EQT CORP | $2.55万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| BND | VANGUARD BD INDEX FDS | $2.56万 | 0.00% | 347 | 347 | — | $2.56万 | 新建仓 |
| VDE | VANGUARD WORLD FD | $2.60万 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| WPM | WHEATON PRECIOUS METALS CORP | $2.62万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| SLB | SLB LIMITED | $2.66万 | 0.00% | 514 | 0 | 0.0% | — | 不变 |
| EEMV | ISHARES INC | $2.66万 | 0.00% | 411 | 0 | 0.0% | — | 不变 |
| HWM | HOWMET AEROSPACE INC | $2.70万 | 0.00% | 117 | 0 | 0.0% | — | 不变 |
| WELL | WELLTOWER INC | $2.71万 | 0.00% | 137 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $2.71万 | 0.00% | 118 | 0 | 0.0% | — | 不变 |
| EFG | ISHARES TR | $2.73万 | 0.00% | 245 | 0 | 0.0% | — | 不变 |
| PPG | PPG INDS INC | $2.78万 | 0.00% | 260 | 0 | 0.0% | — | 不变 |
| PJUL | INNOVATOR ETFS TRUST | $2.83万 | 0.00% | 615 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $2.87万 | 0.00% | 1,130 | 0 | 0.0% | — | 不变 |
| CCL | CARNIVAL CORP | $2.87万 | 0.00% | 1,109 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC | $2.87万 | 0.00% | 138 | 0 | 0.0% | — | 不变 |
| SPAB | SPDR SERIES TRUST | $2.89万 | 0.00% | 1,128 | 1,128 | — | $2.89万 | 新建仓 |
| IJK | ISHARES TR | $2.95万 | 0.00% | 293 | 293 | — | $2.95万 | 新建仓 |
| EFAV | ISHARES TR | $2.96万 | 0.00% | 324 | 324 | — | $2.96万 | 新建仓 |
| CI | THE CIGNA GROUP | $2.96万 | 0.00% | 111 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD INDEX FDS | $3.01万 | 0.00% | 339 | -17 | -4.8% | -$1,509 | 减仓 |
| ADSK | AUTODESK INC | $3.02万 | 0.00% | 126 | 0 | 0.0% | — | 不变 |
| HAL | HALLIBURTON CO | $3.03万 | 0.00% | 778 | 0 | 0.0% | — | 不变 |
| MTB | M & T BK CORP | $3.04万 | 0.00% | 147 | 0 | 0.0% | — | 不变 |
| XLRE | SELECT SECTOR SPDR TR | $3.07万 | 0.00% | 751 | 16 | 2.2% | $653 | 加仓 |
| CQP | CHENIERE ENERGY PARTNERS L P | $3.13万 | 0.00% | 485 | 0 | 0.0% | — | 不变 |
| EBAY | EBAY INC. | $3.26万 | 0.00% | 358 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC | $3.38万 | 0.00% | 206 | 0 | 0.0% | — | 不变 |
| IYH | ISHARES TR | $3.45万 | 0.00% | 560 | 230 | 69.7% | $1.42万 | 加仓 |
| IJS | ISHARES TR | $3.47万 | 0.00% | 293 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $3.48万 | 0.00% | 171 | -2 | -1.2% | -$407 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $3.49万 | 0.00% | 355 | 0 | 0.0% | — | 不变 |
| ET | ENERGY TRANSFER L P | $3.56万 | 0.00% | 1,844 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $3.65万 | 0.00% | 950 | 0 | 0.0% | — | 不变 |
| NEM | NEWMONT CORP | $3.68万 | 0.00% | 340 | -156 | -31.5% | -$1.69万 | 减仓 |
| QCOM | QUALCOMM INC | $3.68万 | 0.00% | 286 | -122 | -29.9% | -$1.57万 | 减仓 |
| TROW | PRICE T ROWE GROUP INC | $3.74万 | 0.00% | 415 | 0 | 0.0% | — | 不变 |
| LUV | SOUTHWEST AIRLS CO | $3.76万 | 0.00% | 1,000 | -3 | -0.3% | -$113 | 减仓 |
| PPL | PPL CORP | $3.85万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| DLR | DIGITAL RLTY TR INC | $3.87万 | 0.00% | 215 | -140 | -39.4% | -$2.52万 | 减仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $4.10万 | 0.00% | 1,280 | -2,579 | -66.8% | -$8.26万 | 减仓 |
| HII | HUNTINGTON INGALLS INDS INC | $4.10万 | 0.00% | 108 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY-CLARK CORP | $4.16万 | 0.00% | 426 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $4.34万 | 0.00% | 297 | -874 | -74.6% | -$12.79万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $4.37万 | 0.00% | 203 | 0 | 0.0% | — | 不变 |
| PAA | PLAINS ALL AMERN PIPELINE L | $4.47万 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| MAS | MASCO CORP | $4.50万 | 0.00% | 746 | 0 | 0.0% | — | 不变 |
| SWX | SOUTHWEST GAS HLDGS INC | $4.63万 | 0.01% | 533 | 0 | 0.0% | — | 不变 |
| SBAC | SBA COMMUNICATIONS CORP | $4.65万 | 0.01% | 270 | 0 | 0.0% | — | 不变 |
| FISV | FISERV INC | $4.71万 | 0.01% | 844 | 0 | 0.0% | — | 不变 |