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 |
|---|---|---|---|---|---|---|---|---|
| YUMC | YUM CHINA HLDGS INC | $1.14万 | 0.00% | 280 | -200 | -41.7% | -$8,174 | 减仓 |
| KEEL | KEEL INFRASTRUCTURE CORP | $1.15万 | 0.00% | 2,000 | 2,000 | — | $1.15万 | 新建仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $1.15万 | 0.00% | 130 | -23 | -15.0% | -$2,038 | 减仓 |
| PWR | QUANTA SVCS INC | $1.15万 | 0.00% | 16 | 16 | — | $1.15万 | 新建仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $1.16万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| XLV | SELECT SECTOR SPDR TR | $1.16万 | 0.00% | 73 | -75 | -50.7% | -$1.19万 | 减仓 |
| IXC | ISHARES TR | $1.16万 | 0.00% | 236 | 0 | 0.0% | — | 不变 |
| EFV | ISHARES TR | $1.22万 | 0.00% | 159 | 0 | 0.0% | — | 不变 |
| LQD | ISHARES TR | $1.24万 | 0.00% | 114 | 84 | 280.0% | $9,162 | 加仓 |
| CSL | CARLISLE COS INC | $1.27万 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| TYG | TORTOISE ENERGY INFRSTRCTR C | $1.28万 | 0.00% | 298 | 0 | 0.0% | — | 不变 |
| TQQQ | PROSHARES TR | $1.30万 | 0.00% | 160 | 160 | — | $1.30万 | 新建仓 |
| EOG | EOG RES INC | $1.30万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| IJJ | ISHARES TR | $1.30万 | 0.00% | 88 | 0 | 0.0% | — | 不变 |
| — | REX ETF TR | $1.32万 | 0.00% | 585 | 585 | — | $1.32万 | 新建仓 |
| SNOW | SNOWFLAKE INC | $1.32万 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $1.32万 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| BN | BROOKFIELD CORP | $1.33万 | 0.00% | 312 | 0 | 0.0% | — | 不变 |
| SYY | SYSCO CORP | $1.34万 | 0.00% | 160 | 160 | — | $1.34万 | 新建仓 |
| CTVA | CORTEVA INC | $1.36万 | 0.00% | 160 | 75 | 88.2% | $6,352 | 加仓 |
| VSNT | VERSANT MEDIA GROUP INC | $1.36万 | 0.00% | 377 | -79 | -17.3% | -$2,845 | 减仓 |
| DG | DOLLAR GEN CORP | $1.38万 | 0.00% | 120 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP | $1.41万 | 0.00% | 136 | 136 | — | $1.41万 | 新建仓 |
| CAH | CARDINAL HEALTH INC | $1.43万 | 0.00% | 60 | 60 | — | $1.43万 | 新建仓 |
| NANR | SPDR INDEX SHS FDS | $1.45万 | 0.00% | 192 | 0 | 0.0% | — | 不变 |
| BAX | BAXTER INTL INC | $1.46万 | 0.00% | 684 | 444 | 185.0% | $9,466 | 加仓 |
| FBIN | FORTUNE BRANDS INNOVATIONS I | $1.47万 | 0.00% | 268 | 268 | — | $1.47万 | 新建仓 |
| O | REALTY INCOME CORP | $1.47万 | 0.00% | 238 | 0 | 0.0% | — | 不变 |
| HCA | HCA HEALTHCARE INC | $1.48万 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| RGTI | RIGETTI COMPUTING INC | $1.49万 | 0.00% | 770 | 770 | — | $1.49万 | 新建仓 |
| EEMX | SPDR INDEX SHS FDS | $1.49万 | 0.00% | 275 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD INTL EQUITY INDEX F | $1.49万 | 0.00% | 95 | 0 | 0.0% | — | 不变 |
| ARTY | ISHARES TR | $1.52万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| PYPL | PAYPAL HLDGS INC | $1.55万 | 0.00% | 358 | 0 | 0.0% | — | 不变 |
| EMBJ | EMBRAER S.A. | $1.59万 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $1.62万 | 0.00% | 170 | 0 | 0.0% | — | 不变 |
| PFS | PROVIDENT FINL SVCS INC | $1.68万 | 0.00% | 709 | 0 | 0.0% | — | 不变 |
| OXY | OCCIDENTAL PETE CORP | $1.68万 | 0.00% | 346 | 346 | — | $1.68万 | 新建仓 |
| SPGP | INVESCO EXCHANGE TRADED FD T | $1.71万 | 0.00% | 140 | 0 | 0.0% | — | 不变 |
| ETR | ENTERGY CORP NEW | $1.75万 | 0.00% | 152 | 0 | 0.0% | — | 不变 |
| KYN | KAYNE ANDERSON ENERGY INFRST | $1.75万 | 0.00% | 1,266 | 0 | 0.0% | — | 不变 |
| GOVT | ISHARES TR | $1.76万 | 0.00% | 772 | 772 | — | $1.76万 | 新建仓 |
| IWS | ISHARES TR | $1.77万 | 0.00% | 107 | 0 | 0.0% | — | 不变 |
| HSY | HERSHEY CO | $1.77万 | 0.00% | 101 | 101 | — | $1.77万 | 新建仓 |
| DFGR | DIMENSIONAL ETF TRUST | $1.80万 | 0.00% | 621 | 621 | — | $1.80万 | 新建仓 |
| IHAK | ISHARES TR | $1.82万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| DSI | ISHARES TR | $1.85万 | 0.00% | 130 | 0 | 0.0% | — | 不变 |
| DTM | DT MIDSTREAM INC | $1.89万 | 0.00% | 129 | 129 | — | $1.89万 | 新建仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $1.93万 | 0.00% | 42 | 19 | 82.6% | $8,724 | 加仓 |
| EXC | EXELON CORP | $1.99万 | 0.00% | 428 | 417 | 3,790.9% | $1.94万 | 加仓 |
| C | CITIGROUP INC | $2.02万 | 0.00% | 144 | 144 | — | $2.02万 | 新建仓 |
| GPC | GENUINE PARTS CO | $2.02万 | 0.00% | 170 | 0 | 0.0% | — | 不变 |
| ICF | ISHARES TR | $2.10万 | 0.00% | 310 | 0 | 0.0% | — | 不变 |
| IREN | IREN LIMITED | $2.10万 | 0.00% | 460 | 460 | — | $2.10万 | 新建仓 |
| EQT | EQT CORP | $2.13万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| SRE | SEMPRA | $2.14万 | 0.00% | 229 | 0 | 0.0% | — | 不变 |
| — | GENCOR INDS INC | $2.16万 | 0.00% | 1,450 | 0 | 0.0% | — | 不变 |
| KHC | KRAFT HEINZ CO | $2.18万 | 0.00% | 923 | 658 | 248.3% | $1.55万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $2.18万 | 0.00% | 72 | 72 | — | $2.18万 | 新建仓 |
| CHD | CHURCH & DWIGHT CO INC | $2.20万 | 0.00% | 227 | 0 | 0.0% | — | 不变 |
| WPM | WHEATON PRECIOUS METALS CORP | $2.25万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| QTUM | ETF SER SOLUTIONS | $2.25万 | 0.00% | 136 | 0 | 0.0% | — | 不变 |
| VDE | VANGUARD WORLD FD | $2.25万 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| EFAX | SPDR INDEX SHS FDS | $2.28万 | 0.00% | 421 | 0 | 0.0% | — | 不变 |
| LPG | DORIAN LPG LTD | $2.30万 | 0.00% | 660 | 0 | 0.0% | — | 不变 |
| NEU | NEWMARKET CORP | $2.30万 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| BDX | BECTON DICKINSON & CO | $2.33万 | 0.00% | 154 | 154 | — | $2.33万 | 新建仓 |
| IP | INTERNATIONAL PAPER CO | $2.42万 | 0.00% | 634 | 634 | — | $2.42万 | 新建仓 |
| SWK | STANLEY BLACK & DECKER INC | $2.42万 | 0.00% | 257 | 131 | 104.0% | $1.23万 | 加仓 |
| DBEF | DBX ETF TR | $2.44万 | 0.00% | 447 | 0 | 0.0% | — | 不变 |
| ADSK | AUTODESK INC | $2.45万 | 0.00% | 126 | 0 | 0.0% | — | 不变 |
| FCX | FREEPORT MCMORAN INC | $2.45万 | 0.00% | 390 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $2.49万 | 0.00% | 900 | 0 | 0.0% | — | 不变 |
| SLB | SLB LIMITED | $2.54万 | 0.00% | 514 | 0 | 0.0% | — | 不变 |
| HAL | HALLIBURTON CO | $2.64万 | 0.00% | 778 | 0 | 0.0% | — | 不变 |
| SBAC | SBA COMMUNICATIONS CORP | $2.65万 | 0.00% | 150 | -120 | -44.4% | -$2.12万 | 减仓 |
| FDVV | FIDELITY COVINGTON TRUST | $2.66万 | 0.00% | 442 | 0 | 0.0% | — | 不变 |
| RAL | RALLIANT CORP | $2.69万 | 0.00% | 365 | -38 | -9.4% | -$2,798 | 减仓 |
| — | WISDOMTREE TR | $2.72万 | 0.00% | 1,000 | 1,000 | — | $2.72万 | 新建仓 |
| XBI | SPDR SERIES TRUST | $2.77万 | 0.00% | 175 | 0 | 0.0% | — | 不变 |
| EVRG | EVERGY INC | $2.77万 | 0.00% | 321 | 101 | 45.9% | $8,730 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $2.78万 | 0.00% | 398 | 224 | 128.7% | $1.57万 | 加仓 |
| OEF | ISHARES TR | $2.82万 | 0.00% | 77 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $2.94万 | 0.00% | 1,130 | 0 | 0.0% | — | 不变 |
| CQP | CHENIERE ENERGY PARTNERS L P | $2.96万 | 0.00% | 485 | 0 | 0.0% | — | 不变 |
| SOXQ | INVESCO EXCH TRADED FD TR II | $2.97万 | 0.00% | 265 | 0 | 0.0% | — | 不变 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $3.00万 | 0.00% | 569 | -300 | -34.5% | -$1.58万 | 减仓 |
| PJUL | INNOVATOR ETFS TRUST | $3.00万 | 0.00% | 615 | 0 | 0.0% | — | 不变 |
| HII | HUNTINGTON INGALLS INDS INC | $3.02万 | 0.00% | 108 | 0 | 0.0% | — | 不变 |
| CI | THE CIGNA GROUP | $3.06万 | 0.00% | 111 | 0 | 0.0% | — | 不变 |
| CME | CME GROUP INC | $3.09万 | 0.00% | 140 | -150 | -51.7% | -$3.31万 | 减仓 |
| IDXX | IDEXX LABS INC | $3.11万 | 0.00% | 59 | -82 | -58.2% | -$4.32万 | 减仓 |
| NEM | NEWMONT CORP | $3.11万 | 0.00% | 333 | -7 | -2.1% | -$654 | 减仓 |
| EEMV | ISHARES INC | $3.11万 | 0.00% | 413 | 2 | 0.5% | $151 | 加仓 |
| BP | BP PLC | $3.12万 | 0.00% | 845 | 845 | — | $3.12万 | 新建仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $3.16万 | 0.00% | 950 | 0 | 0.0% | — | 不变 |
| CCL | CARNIVAL CORP LTD | $3.17万 | 0.00% | 1,109 | 1,109 | — | $3.17万 | 新建仓 |
| VNQ | VANGUARD INDEX FDS | $3.21万 | 0.00% | 333 | -6 | -1.8% | -$579 | 减仓 |
| WELL | WELLTOWER INC | $3.27万 | 0.00% | 144 | 7 | 5.1% | $1,589 | 加仓 |
| XLRE | SELECT SECTOR SPDR TR | $3.31万 | 0.00% | 751 | 0 | 0.0% | — | 不变 |