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 |
|---|---|---|---|---|---|---|---|---|
| ORLY | OREILLY AUTOMOTIVE INC | $4.74万 | 0.01% | 513 | 55 | 12.0% | $5,077 | 加仓 |
| GIS | GENERAL MILLS INC | $4.87万 | 0.01% | 1,309 | -73 | -5.3% | -$2,717 | 减仓 |
| OKE | ONEOK INC NEW | $5.06万 | 0.01% | 560 | 0 | 0.0% | — | 不变 |
| SDY | SPDR SERIES TRUST | $5.14万 | 0.01% | 352 | 0 | 0.0% | — | 不变 |
| RWR | SPDR SERIES TRUST | $5.14万 | 0.01% | 509 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $5.22万 | 0.01% | 1,184 | -117 | -9.0% | -$5,163 | 减仓 |
| MSTR | STRATEGY INC | $5.33万 | 0.01% | 427 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR CO INC | $5.38万 | 0.01% | 410 | 0 | 0.0% | — | 不变 |
| NRG | NRG ENERGY INC | $5.45万 | 0.01% | 373 | 0 | 0.0% | — | 不变 |
| ROBO | EXCHANGE TRADED CONCEPTS TRU | $5.54万 | 0.01% | 810 | -200 | -19.8% | -$1.37万 | 减仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $5.61万 | 0.01% | 770 | -330 | -30.0% | -$2.41万 | 减仓 |
| — | DUPONT DE NEMOURS INC | $5.62万 | 0.01% | 1,227 | 0 | 0.0% | — | 不变 |
| DES | WISDOMTREE TR | $5.74万 | 0.01% | 1,597 | 0 | 0.0% | — | 不变 |
| Q | QNITY ELECTRONICS INC | $5.80万 | 0.01% | 503 | -110 | -17.9% | -$1.27万 | 减仓 |
| VPL | VANGUARD INTL EQUITY INDEX F | $5.86万 | 0.01% | 600 | 0 | 0.0% | — | 不变 |
| P | EVERPURE INC | $5.90万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| VOT | VANGUARD INDEX FDS | $5.91万 | 0.01% | 230 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $6.03万 | 0.01% | 454 | 280 | 160.9% | $3.72万 | 加仓 |
| EEM | ISHARES TR | $6.06万 | 0.01% | 1,067 | 0 | 0.0% | — | 不变 |
| AME | AMETEK INC | $6.11万 | 0.01% | 285 | 0 | 0.0% | — | 不变 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $6.15万 | 0.01% | 678 | 0 | 0.0% | — | 不变 |
| PFEB | INNOVATOR ETFS TRUST | $6.15万 | 0.01% | 1,534 | 0 | 0.0% | — | 不变 |
| DFUV | DIMENSIONAL ETF TRUST | $6.18万 | 0.01% | 1,275 | 0 | 0.0% | — | 不变 |
| UAL | UNITED AIRLS HLDGS INC | $6.21万 | 0.01% | 675 | -10 | -1.5% | -$921 | 减仓 |
| PLD | PROLOGIS INC. | $6.29万 | 0.01% | 476 | 97 | 25.6% | $1.28万 | 加仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $6.33万 | 0.01% | 889 | -458 | -34.0% | -$3.26万 | 减仓 |
| CINF | CINCINNATI FINL CORP | $6.33万 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| OTIS | OTIS WORLDWIDE CORP | $6.34万 | 0.01% | 822 | 0 | 0.0% | — | 不变 |
| IWC | ISHARES TR | $6.48万 | 0.01% | 406 | 0 | 0.0% | — | 不变 |
| XT | ISHARES TR | $6.50万 | 0.01% | 954 | 254 | 36.3% | $1.73万 | 加仓 |
| UL | UNILEVER PLC | $6.57万 | 0.01% | 1,142 | -172 | -13.1% | -$9,894 | 减仓 |
| AMP | AMERIPRISE FINL INC | $6.58万 | 0.01% | 148 | 0 | 0.0% | — | 不变 |
| VGK | VANGUARD INTL EQUITY INDEX F | $6.59万 | 0.01% | 800 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $6.63万 | 0.01% | 95 | -5 | -5.0% | -$3,489 | 减仓 |
| FTV | FORTIVE CORP | $6.84万 | 0.01% | 1,237 | -270 | -17.9% | -$1.49万 | 减仓 |
| BEP | BROOKFIELD RENEWABLE ENERGY | $6.85万 | 0.01% | 2,100 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $6.90万 | 0.01% | 2,250 | 0 | 0.0% | — | 不变 |
| IGPT | INVESCO EXCHANGE TRADED FD T | $6.97万 | 0.01% | 1,200 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $7.00万 | 0.01% | 207 | -94 | -31.2% | -$3.18万 | 减仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $7.00万 | 0.01% | 869 | 0 | 0.0% | — | 不变 |
| SPYX | SPDR SERIES TRUST | $7.33万 | 0.01% | 1,382 | 361 | 35.4% | $1.91万 | 加仓 |
| WRB | BERKLEY W R CORP | $7.36万 | 0.01% | 1,110 | 0 | 0.0% | — | 不变 |
| AES | AES CORP | $7.47万 | 0.01% | 5,300 | 0 | 0.0% | — | 不变 |
| CLX | CLOROX CO DEL | $7.57万 | 0.01% | 730 | -225 | -23.6% | -$2.33万 | 减仓 |
| SPGI | S&P GLOBAL INC | $7.83万 | 0.01% | 184 | 15 | 8.9% | $6,380 | 加仓 |
| IDXX | IDEXX LABS INC | $7.92万 | 0.01% | 141 | 0 | 0.0% | — | 不变 |
| DKS | DICKS SPORTING GOODS INC | $7.93万 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| BSX | BOSTON SCIENTIFIC CORP | $7.96万 | 0.01% | 1,268 | 49 | 4.0% | $3,075 | 加仓 |
| — | INNOVATOR ETFS TRUST | $7.99万 | 0.01% | 3,000 | 0 | 0.0% | — | 不变 |
| MELI | MERCADOLIBRE INC | $8.13万 | 0.01% | 47 | -70 | -59.8% | -$12.10万 | 减仓 |
| HACK | AMPLIFY ETF TR | $8.22万 | 0.01% | 1,095 | 0 | 0.0% | — | 不变 |
| SSO | PROSHARES TR | $8.30万 | 0.01% | 1,600 | 0 | 0.0% | — | 不变 |
| PCG | PG&E CORP | $8.39万 | 0.01% | 4,775 | 0 | 0.0% | — | 不变 |
| TR | TOOTSIE ROLL INDS INC | $8.40万 | 0.01% | 1,966 | 57 | 3.0% | $2,435 | 加仓 |
| CME | CME GROUP INC | $8.57万 | 0.01% | 290 | 0 | 0.0% | — | 不变 |
| COO | COOPER COS INC | $8.69万 | 0.01% | 1,216 | 0 | 0.0% | — | 不变 |
| VOE | VANGUARD INDEX FDS | $8.72万 | 0.01% | 473 | 0 | 0.0% | — | 不变 |
| TSEM | TOWER SEMICONDUCTOR LTD | $8.77万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| GOOD | GLADSTONE COMMERCIAL CORP | $8.79万 | 0.01% | 7,690 | 0 | 0.0% | — | 不变 |
| PRU | PRUDENTIAL FINL INC | $8.79万 | 0.01% | 900 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $8.85万 | 0.01% | 1,320 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC | $8.96万 | 0.01% | 755 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $9.11万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| — | EAGLE FINL SVCS INC | $9.13万 | 0.01% | 2,609 | 0 | 0.0% | — | 不变 |
| FNV | FRANCO NEV CORP | $9.29万 | 0.01% | 376 | 0 | 0.0% | — | 不变 |
| MKL | MARKEL GROUP INC | $9.38万 | 0.01% | 49 | 0 | 0.0% | — | 不变 |
| GL | GLOBE LIFE INC | $9.39万 | 0.01% | 675 | 0 | 0.0% | — | 不变 |
| BALL | BALL CORP | $9.46万 | 0.01% | 1,600 | -605 | -27.4% | -$3.58万 | 减仓 |
| PDEC | INNOVATOR ETFS TRUST | $9.50万 | 0.01% | 2,235 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $9.55万 | 0.01% | 1,066 | 936 | 720.0% | $8.39万 | 加仓 |
| NVS | NOVARTIS AG | $9.56万 | 0.01% | 626 | -490 | -43.9% | -$7.48万 | 减仓 |
| CVIE | MORGAN STANLEY ETF TRUST | $9.74万 | 0.01% | 1,340 | 0 | 0.0% | — | 不变 |
| XLU | SELECT SECTOR SPDR TR | $9.82万 | 0.01% | 2,140 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC | $10.04万 | 0.01% | 1,150 | -172 | -13.0% | -$1.50万 | 减仓 |
| — | BLACKROCK ENERGY & RES TR | $10.04万 | 0.01% | 5,800 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL CORPORATION | $10.08万 | 0.01% | 1,790 | 0 | 0.0% | — | 不变 |
| HUBB | HUBBELL INC | $10.31万 | 0.01% | 210 | 0 | 0.0% | — | 不变 |
| RODM | LATTICE STRATEGIES TR | $10.34万 | 0.01% | 2,624 | -130 | -4.7% | -$5,125 | 减仓 |
| TPYP | TORTOISE CAPITAL SERIES TRUS | $10.84万 | 0.01% | 2,560 | -561 | -18.0% | -$2.38万 | 减仓 |
| LIN | LINDE PLC | $10.96万 | 0.01% | 221 | 36 | 19.5% | $1.78万 | 加仓 |
| COR | CENCORA INC | $10.99万 | 0.01% | 350 | 0 | 0.0% | — | 不变 |
| MGK | VANGUARD WORLD FD | $11.02万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC | $11.06万 | 0.01% | 2,081 | -248 | -10.6% | -$1.32万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $11.24万 | 0.01% | 2,463 | -200 | -7.5% | -$9,130 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $11.37万 | 0.01% | 27 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP | $11.43万 | 0.01% | 943 | -31 | -3.2% | -$3,757 | 减仓 |
| BIP | BROOKFIELD INFRASTRUCTURE PA | $11.56万 | 0.01% | 3,200 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $11.64万 | 0.01% | 4,014 | 0 | 0.0% | — | 不变 |
| DLTR | DOLLAR TREE INC | $12.10万 | 0.01% | 1,105 | 0 | 0.0% | — | 不变 |
| ITA | ISHARES TR | $12.73万 | 0.01% | 582 | 0 | 0.0% | — | 不变 |
| PSA | PUBLIC STORAGE OPER CO | $12.73万 | 0.01% | 470 | -189 | -28.7% | -$5.12万 | 减仓 |
| ADI | ANALOG DEVICES INC | $12.76万 | 0.01% | 401 | 33 | 9.0% | $1.05万 | 加仓 |
| IWP | ISHARES TR | $12.81万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $12.92万 | 0.01% | 2,574 | -2,642 | -50.7% | -$13.26万 | 减仓 |
| VLTO | VERALTO CORP | $13.03万 | 0.01% | 1,471 | 0 | 0.0% | — | 不变 |
| WEC | WEC ENERGY GROUP INC | $13.06万 | 0.01% | 1,128 | 0 | 0.0% | — | 不变 |
| IJT | ISHARES TR | $13.21万 | 0.01% | 913 | 0 | 0.0% | — | 不变 |
| RNW | RENEW ENERGY GLOBAL PLC | $13.74万 | 0.02% | 30,000 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $13.80万 | 0.02% | 950 | 0 | 0.0% | — | 不变 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $13.84万 | 0.02% | 3,906 | 0 | 0.0% | — | 不变 |