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 |
|---|---|---|---|---|---|---|---|---|
| WMB | WILLIAMS COS INC | $3.35万 | 0.00% | 450 | 450 | — | $3.35万 | 新建仓 |
| CEG | CONSTELLATION ENERGY CORP | $3.38万 | 0.00% | 136 | 133 | 4,433.3% | $3.31万 | 加仓 |
| NVR | NVR INC | $3.41万 | 0.00% | 5 | 5 | — | $3.41万 | 新建仓 |
| IJK | ISHARES TR | $3.44万 | 0.00% | 293 | 0 | 0.0% | — | 不变 |
| MBC | MASTERBRAND INC | $3.45万 | 0.00% | 3,354 | 3,354 | — | $3.45万 | 新建仓 |
| MTB | M & T BK CORP | $3.50万 | 0.00% | 147 | 0 | 0.0% | — | 不变 |
| EIX | EDISON INTL | $3.60万 | 0.00% | 483 | 483 | — | $3.60万 | 新建仓 |
| MSTR | STRATEGY INC | $3.71万 | 0.00% | 427 | 0 | 0.0% | — | 不变 |
| DFIC | DIMENSIONAL ETF TRUST | $3.72万 | 0.00% | 998 | 998 | — | $3.72万 | 新建仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $3.73万 | 0.00% | 405 | -108 | -21.1% | -$9,946 | 减仓 |
| MPWR | MONOLITHIC PWR SYS INC | $3.73万 | 0.00% | 27 | 27 | — | $3.73万 | 新建仓 |
| MPC | MARATHON PETE CORP | $3.73万 | 0.00% | 146 | 146 | — | $3.73万 | 新建仓 |
| IYH | ISHARES TR | $3.75万 | 0.00% | 560 | 0 | 0.0% | — | 不变 |
| NI | NISOURCE INC | $3.76万 | 0.00% | 791 | 791 | — | $3.76万 | 新建仓 |
| UPS | UNITED PARCEL SVCS INC | $3.82万 | 0.00% | 355 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $3.86万 | 0.00% | 371 | 371 | — | $3.86万 | 新建仓 |
| FISV | FISERV INC | $3.92万 | 0.00% | 800 | -44 | -5.2% | -$2,158 | 减仓 |
| DTE | DTE ENERGY CO | $3.96万 | 0.00% | 260 | 260 | — | $3.96万 | 新建仓 |
| EBAY | EBAY INC. | $4.00万 | 0.00% | 358 | 0 | 0.0% | — | 不变 |
| IJS | ISHARES TR | $4.00万 | 0.00% | 293 | 0 | 0.0% | — | 不变 |
| HWM | HOWMET AEROSPACE INC | $4.03万 | 0.00% | 150 | 33 | 28.2% | $8,872 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $4.11万 | 0.00% | 569 | 355 | 165.9% | $2.56万 | 加仓 |
| LDOS | LEIDOS HOLDINGS INC | $4.13万 | 0.00% | 401 | -796 | -66.5% | -$8.20万 | 减仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $4.35万 | 0.00% | 1,280 | 0 | 0.0% | — | 不变 |
| FOXA | FOX CORP | $4.36万 | 0.00% | 836 | 836 | — | $4.36万 | 新建仓 |
| RL | RALPH LAUREN CORP | $4.38万 | 0.00% | 109 | 109 | — | $4.38万 | 新建仓 |
| CLX | CLOROX CO DEL | $4.39万 | 0.00% | 460 | -270 | -37.0% | -$2.58万 | 减仓 |
| PAA | PLAINS ALL AMERN PIPELINE L | $4.45万 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| APP | APPLOVIN CORP | $4.53万 | 0.00% | 88 | 88 | — | $4.53万 | 新建仓 |
| ABNB | AIRBNB INC | $4.69万 | 0.00% | 328 | 227 | 224.8% | $3.25万 | 重新持有 |
| TROW | PRICE T ROWE GROUP INC | $4.72万 | 0.00% | 415 | 0 | 0.0% | — | 不变 |
| SWX | SOUTHWEST GAS HLDGS INC | $4.73万 | 0.00% | 533 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY-CLARK CORP | $4.73万 | 0.00% | 426 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC | $4.78万 | 0.00% | 617 | 571 | 1,241.3% | $4.43万 | 加仓 |
| OKE | ONEOK INC NEW | $4.87万 | 0.01% | 560 | 0 | 0.0% | — | 不变 |
| ROST | ROSS STORES INC | $4.87万 | 0.01% | 229 | 229 | — | $4.87万 | 新建仓 |
| COHR | COHERENT CORP | $4.89万 | 0.01% | 124 | 124 | — | $4.89万 | 新建仓 |
| TMFC | RBB FD INC | $4.95万 | 0.01% | 650 | 650 | — | $4.95万 | 新建仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $4.97万 | 0.01% | 776 | -113 | -12.7% | -$7,235 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $4.97万 | 0.01% | 210 | 7 | 3.4% | $1,656 | 加仓 |
| SCCO | SOUTHERN COPPER CORP | $4.98万 | 0.01% | 286 | 286 | — | $4.98万 | 新建仓 |
| BSX | BOSTON SCIENTIFIC CORP | $5.03万 | 0.01% | 1,178 | -90 | -7.1% | -$3,841 | 减仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $5.09万 | 0.01% | 298 | 298 | — | $5.09万 | 新建仓 |
| AIQ | GLOBAL X FDS | $5.12万 | 0.01% | 780 | 780 | — | $5.12万 | 新建仓 |
| LUV | SOUTHWEST AIRLS CO | $5.14万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $5.29万 | 0.01% | 286 | 0 | 0.0% | — | 不变 |
| VRTX | VERTEX PHARMACEUTICALS INC | $5.32万 | 0.01% | 107 | 75 | 234.4% | $3.73万 | 加仓 |
| SDY | SPDR SERIES TRUST | $5.36万 | 0.01% | 352 | 0 | 0.0% | — | 不变 |
| CHAT | TIDAL TRUST II | $5.38万 | 0.01% | 545 | 545 | — | $5.38万 | 新建仓 |
| PLD | PROLOGIS INC. | $5.54万 | 0.01% | 409 | -67 | -14.1% | -$9,077 | 减仓 |
| TER | TERADYNE INC | $5.56万 | 0.01% | 115 | 115 | — | $5.56万 | 新建仓 |
| DFLV | DIMENSIONAL ETF TRUST | $5.59万 | 0.01% | 1,415 | 1,415 | — | $5.59万 | 新建仓 |
| ET | ENERGY TRANSFER L P | $5.62万 | 0.01% | 2,938 | 1,094 | 59.3% | $2.09万 | 加仓 |
| PPG | PPG INDS INC | $5.63万 | 0.01% | 464 | 204 | 78.5% | $2.47万 | 加仓 |
| MDT | MEDTRONIC PLC | $5.67万 | 0.01% | 721 | -429 | -37.3% | -$3.38万 | 减仓 |
| RWR | SPDR SERIES TRUST | $5.75万 | 0.01% | 509 | 0 | 0.0% | — | 不变 |
| XT | ISHARES TR | $5.78万 | 0.01% | 700 | -254 | -26.6% | -$2.10万 | 减仓 |
| Q | QNITY ELECTRONICS INC | $5.80万 | 0.01% | 355 | -148 | -29.4% | -$2.42万 | 减仓 |
| GSK | GSK PLC | $5.80万 | 0.01% | 1,102 | 904 | 456.6% | $4.76万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $5.88万 | 0.01% | 92 | 92 | — | $5.88万 | 新建仓 |
| MAS | MASCO CORP | $6.07万 | 0.01% | 746 | 0 | 0.0% | — | 不变 |
| PPL | PPL CORP | $6.12万 | 0.01% | 1,675 | 675 | 67.5% | $2.47万 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $6.27万 | 0.01% | 773 | 773 | — | $6.27万 | 新建仓 |
| MS | MORGAN STANLEY | $6.33万 | 0.01% | 303 | 230 | 315.1% | $4.81万 | 加仓 |
| KLAC | KLA CORP | $6.34万 | 0.01% | 210 | 210 | — | $6.34万 | 新建仓 |
| NRG | NRG ENERGY INC | $6.40万 | 0.01% | 438 | 65 | 17.4% | $9,494 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $6.43万 | 0.01% | 581 | 416 | 252.1% | $4.60万 | 加仓 |
| NYT | NEW YORK TIMES CO MTN BE | $6.43万 | 0.01% | 919 | 739 | 410.6% | $5.17万 | 加仓 |
| OTIS | OTIS WORLDWIDE CORP | $6.47万 | 0.01% | 904 | 82 | 10.0% | $5,871 | 加仓 |
| DES | WISDOMTREE TR | $6.50万 | 0.01% | 1,597 | 0 | 0.0% | — | 不变 |
| PFEB | INNOVATOR ETFS TRUST | $6.61万 | 0.01% | 1,534 | 0 | 0.0% | — | 不变 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $6.71万 | 0.01% | 778 | 100 | 14.7% | $8,630 | 加仓 |
| DLR | DIGITAL RLTY TR INC | $6.79万 | 0.01% | 378 | 163 | 75.8% | $2.93万 | 加仓 |
| FTV | FORTIVE CORP | $6.80万 | 0.01% | 1,112 | -125 | -10.1% | -$7,644 | 减仓 |
| UL | UNILEVER PLC | $6.87万 | 0.01% | 1,142 | 0 | 0.0% | — | 不变 |
| DD | DUPONT DE NEMOURS INC | $6.88万 | 0.01% | 507 | -720 | -58.7% | -$9.77万 | 减仓 |
| SPGI | S&P GLOBAL INC | $6.88万 | 0.01% | 169 | -15 | -8.2% | -$6,109 | 减仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $6.93万 | 0.01% | 871 | 101 | 13.1% | $8,034 | 加仓 |
| VPL | VANGUARD INTL EQUITY INDEX F | $6.94万 | 0.01% | 600 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS DISCOVERY INC | $6.99万 | 0.01% | 2,621 | 2,614 | 37,342.9% | $6.97万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $7.01万 | 0.01% | 1,275 | 0 | 0.0% | — | 不变 |
| VOT | VANGUARD INDEX FDS | $7.03万 | 0.01% | 230 | 0 | 0.0% | — | 不变 |
| VGK | VANGUARD INTL EQUITY INDEX F | $7.08万 | 0.01% | 800 | 0 | 0.0% | — | 不变 |
| GIS | GENERAL MILLS INC | $7.13万 | 0.01% | 2,050 | 741 | 56.6% | $2.58万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $7.13万 | 0.01% | 2,250 | 0 | 0.0% | — | 不变 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $7.27万 | 0.01% | 835 | 835 | — | $7.27万 | 新建仓 |
| BEP | BROOKFIELD RENEWABLE ENERGY | $7.29万 | 0.01% | 2,100 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES TR | $7.30万 | 0.01% | 1,067 | 0 | 0.0% | — | 不变 |
| CINF | CINCINNATI FINL CORP | $7.44万 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC | $7.62万 | 0.01% | 1,842 | -239 | -11.5% | -$9,889 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $7.76万 | 0.01% | 982 | 746 | 316.1% | $5.90万 | 加仓 |
| AES | AES CORP | $7.77万 | 0.01% | 5,300 | 0 | 0.0% | — | 不变 |
| TR | TOOTSIE ROLL INDS INC | $7.78万 | 0.01% | 1,966 | 0 | 0.0% | — | 不变 |
| FNV | FRANCO NEV CORP | $7.84万 | 0.01% | 376 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $7.84万 | 0.01% | 672 | 375 | 126.3% | $4.38万 | 加仓 |
| P | EVERPURE INC | $7.88万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| WRB | BERKLEY W R CORP | $7.89万 | 0.01% | 1,110 | 0 | 0.0% | — | 不变 |
| FTNT | FORTINET INC | $7.91万 | 0.01% | 515 | 515 | — | $7.91万 | 新建仓 |
| XLK | SELECT SECTOR SPDR TR | $7.93万 | 0.01% | 416 | -38 | -8.4% | -$7,240 | 减仓 |
| — | ELECTRONIC ARTS INC | $7.94万 | 0.01% | 387 | 277 | 251.8% | $5.68万 | 加仓 |