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 |
|---|---|---|---|---|---|---|---|---|
| ILOW | AB ACTIVE ETFS INC | $14.41万 | 0.02% | 3,379 | -300 | -8.2% | -$1.28万 | 减仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $14.55万 | 0.02% | 1,267 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC | $14.85万 | 0.02% | 570 | -54 | -8.7% | -$1.41万 | 减仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $14.96万 | 0.02% | 1,099 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES TR | $15.12万 | 0.02% | 1,337 | 0 | 0.0% | — | 不变 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $15.46万 | 0.02% | 250 | 0 | 0.0% | — | 不变 |
| PGR | PROGRESSIVE CORP | $15.50万 | 0.02% | 782 | -556 | -41.6% | -$11.02万 | 减仓 |
| FVCB | FVCBANKCORP INC | $15.65万 | 0.02% | 10,300 | -1,774 | -14.7% | -$2.69万 | 减仓 |
| CVLC | MORGAN STANLEY ETF TRUST | $16.08万 | 0.02% | 2,009 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP | $16.11万 | 0.02% | 883 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $16.21万 | 0.02% | 835 | 42 | 5.3% | $8,154 | 加仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $16.30万 | 0.02% | 400 | -80 | -16.7% | -$3.26万 | 减仓 |
| SMB | VANECK ETF TRUST | $16.39万 | 0.02% | 9,472 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $16.50万 | 0.02% | 195 | -12 | -5.8% | -$1.02万 | 减仓 |
| TOWN | TOWNEBANK PORTSMOUTH VA | $16.97万 | 0.02% | 5,000 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $17.30万 | 0.02% | 1,795 | -31 | -1.7% | -$2,988 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $17.31万 | 0.02% | 2,826 | -1,454 | -34.0% | -$8.91万 | 减仓 |
| UBSI | UNITED BANKSHARES INC WEST V | $17.38万 | 0.02% | 4,159 | 0 | 0.0% | — | 不变 |
| QDF | FLEXSHARES TR | $17.40万 | 0.02% | 2,200 | 0 | 0.0% | — | 不变 |
| CBOE | CBOE GLOBAL MKTS INC | $17.48万 | 0.02% | 622 | 0 | 0.0% | — | 不变 |
| VRSK | VERISK ANALYTICS INC | $17.65万 | 0.02% | 930 | 0 | 0.0% | — | 不变 |
| CNQ | CANADIAN NAT RES LTD MED TER | $17.70万 | 0.02% | 3,600 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $17.91万 | 0.02% | 318 | 0 | 0.0% | — | 不变 |
| SPYV | SPDR SERIES TRUST | $17.99万 | 0.02% | 3,179 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX F | $18.26万 | 0.02% | 2,431 | 436 | 21.9% | $3.27万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $18.29万 | 0.02% | 1,100 | 0 | 0.0% | — | 不变 |
| LHX | L3HARRIS TECHNOLOGIES INC | $18.40万 | 0.02% | 533 | -241 | -31.1% | -$8.32万 | 减仓 |
| LDOS | LEIDOS HOLDINGS INC | $18.62万 | 0.02% | 1,197 | 0 | 0.0% | — | 不变 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $18.84万 | 0.02% | 2,916 | 0 | 0.0% | — | 不变 |
| SHW | SHERWIN WILLIAMS CO | $19.68万 | 0.02% | 614 | 10 | 1.7% | $3,206 | 加仓 |
| TREX | TREX INC | $20.73万 | 0.02% | 5,692 | -396 | -6.5% | -$1.44万 | 减仓 |
| CMI | CUMMINS INC | $20.77万 | 0.02% | 386 | 0 | 0.0% | — | 不变 |
| J | JACOBS SOLUTIONS INC | $20.84万 | 0.02% | 1,637 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $20.91万 | 0.02% | 2,310 | -156 | -6.3% | -$1.41万 | 减仓 |
| VLO | VALERO ENERGY CORP | $21.00万 | 0.02% | 850 | 0 | 0.0% | — | 不变 |
| CNP | CENTERPOINT ENERGY INC | $21.23万 | 0.02% | 4,919 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC | $21.27万 | 0.02% | 875 | -440 | -33.5% | -$10.70万 | 减仓 |
| BNY | BANK NEW YORK MELLON CORP | $21.32万 | 0.02% | 1,797 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $21.40万 | 0.02% | 1,075 | 98 | 10.0% | $1.95万 | 加仓 |
| GLD | SPDR GOLD TR | $21.43万 | 0.02% | 498 | -52 | -9.5% | -$2.24万 | 减仓 |
| IWO | ISHARES TR | $21.56万 | 0.02% | 687 | 0 | 0.0% | — | 不变 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $22.12万 | 0.02% | 373 | 0 | 0.0% | — | 不变 |
| SLYV | SPDR SERIES TRUST | $22.60万 | 0.03% | 2,390 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC | $22.68万 | 0.03% | 492 | -287 | -36.8% | -$13.23万 | 减仓 |
| TMUS | T-MOBILE US INC | $22.68万 | 0.03% | 1,080 | -445 | -29.2% | -$9.35万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $23.09万 | 0.03% | 1,338 | -176 | -11.6% | -$3.04万 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORP | $23.18万 | 0.03% | 2,894 | -410 | -12.4% | -$3.28万 | 减仓 |
| QUAL | ISHARES TR | $23.46万 | 0.03% | 1,223 | 0 | 0.0% | — | 不变 |
| FULT | FULTON FINL CORP PA | $24.37万 | 0.03% | 11,979 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO | $24.45万 | 0.03% | 1,866 | 0 | 0.0% | — | 不变 |
| DGX | QUEST DIAGNOSTICS INC | $24.79万 | 0.03% | 1,265 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC | $25.41万 | 0.03% | 2,210 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $25.47万 | 0.03% | 294 | 0 | 0.0% | — | 不变 |
| CDNS | CADENCE DESIGN SYSTEM INC | $26.29万 | 0.03% | 946 | -467 | -33.1% | -$12.98万 | 减仓 |
| TFC | TRUIST FINL CORP | $26.46万 | 0.03% | 5,755 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $26.62万 | 0.03% | 9,479 | 300 | 3.3% | $8,424 | 加仓 |
| CBRE | CBRE GROUP INC | $26.64万 | 0.03% | 1,967 | 0 | 0.0% | — | 不变 |
| ESGV | VANGUARD WORLD FD | $27.11万 | 0.03% | 2,415 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC | $27.62万 | 0.03% | 4,756 | -514 | -9.8% | -$2.98万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $27.98万 | 0.03% | 643 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES TR | $28.57万 | 0.03% | 1,353 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $28.79万 | 0.03% | 1,064 | 50 | 4.9% | $1.35万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $28.87万 | 0.03% | 587 | -4 | -0.7% | -$1,967 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $29.19万 | 0.03% | 4,813 | 0 | 0.0% | — | 不变 |
| VAW | VANGUARD WORLD FD | $29.63万 | 0.03% | 1,315 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO | $29.87万 | 0.03% | 3,505 | -11 | -0.3% | -$938 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $29.91万 | 0.03% | 10,269 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $30.13万 | 0.03% | 1,275 | 0 | 0.0% | — | 不变 |
| CSM | PROSHARES TR | $30.98万 | 0.03% | 4,140 | -202 | -4.7% | -$1.51万 | 减仓 |
| QQQ | INVESCO QQQ TR | $31.69万 | 0.04% | 549 | 61 | 12.5% | $3.52万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $31.91万 | 0.04% | 2,599 | -249 | -8.7% | -$3.06万 | 减仓 |
| BLK | BLACKROCK INC | $31.93万 | 0.04% | 332 | -10 | -2.9% | -$9,617 | 减仓 |
| CMCSA | COMCAST CORP NEW | $32.74万 | 0.04% | 11,405 | -100 | -0.9% | -$2,871 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $33.43万 | 0.04% | 1,142 | -73 | -6.0% | -$2.14万 | 减仓 |
| SNPS | SYNOPSYS INC | $33.70万 | 0.04% | 850 | 0 | 0.0% | — | 不变 |
| ECL | ECOLAB INC | $34.01万 | 0.04% | 1,275 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $34.22万 | 0.04% | 3,333 | -70 | -2.1% | -$7,187 | 减仓 |
| KNSL | KINSALE CAP GROUP INC | $34.58万 | 0.04% | 1,012 | -69 | -6.4% | -$2.36万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $35.04万 | 0.04% | 1,767 | 0 | 0.0% | — | 不变 |
| DIA | STATE STR SPDR DOW JONES IND | $35.29万 | 0.04% | 761 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LTD SWITZ | $35.60万 | 0.04% | 1,091 | -491 | -31.0% | -$16.02万 | 减仓 |
| CSX | CSX CORP | $35.99万 | 0.04% | 8,768 | -62 | -0.7% | -$2,545 | 减仓 |
| PSEP | INNOVATOR ETFS TRUST | $36.06万 | 0.04% | 8,375 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES TR | $36.79万 | 0.04% | 3,784 | 0 | 0.0% | — | 不变 |
| VGSH | VANGUARD SCOTTSDALE FDS | $36.91万 | 0.04% | 6,305 | 6,216 | 6,984.3% | $36.39万 | 加仓 |
| D | DOMINION ENERGY INC | $38.56万 | 0.04% | 6,238 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORP | $38.77万 | 0.04% | 7,952 | -185 | -2.3% | -$9,019 | 减仓 |
| FAST | FASTENAL CO | $40.29万 | 0.04% | 8,684 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $40.47万 | 0.04% | 1,179 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $40.52万 | 0.04% | 1,670 | 155 | 10.2% | $3.76万 | 加仓 |
| ROP | ROPER TECHNOLOGIES INC | $40.62万 | 0.05% | 1,148 | 413 | 56.2% | $14.61万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $41.27万 | 0.05% | 1,415 | -30 | -2.1% | -$8,750 | 减仓 |
| NOW | SERVICENOW INC | $43.13万 | 0.05% | 4,125 | -822 | -16.6% | -$8.59万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $43.39万 | 0.05% | 4,616 | 0 | 0.0% | — | 不变 |
| PH | PARKER-HANNIFIN CORP | $43.78万 | 0.05% | 489 | -46 | -8.6% | -$4.12万 | 减仓 |
| VMC | VULCAN MATLS CO | $44.44万 | 0.05% | 1,632 | -58 | -3.4% | -$1.58万 | 减仓 |
| GEV | GE VERNOVA INC | $44.62万 | 0.05% | 511 | 0 | 0.0% | — | 不变 |
| SCHE | SCHWAB STRATEGIC TR | $48.12万 | 0.05% | 14,603 | -198 | -1.3% | -$6,524 | 减仓 |
| USMV | ISHARES TR | $49.47万 | 0.05% | 5,334 | 0 | 0.0% | — | 不变 |
| — | HONEYWELL INTL INC | $50.72万 | 0.06% | 2,244 | 836 | 59.4% | $18.90万 | 加仓 |