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 |
|---|---|---|---|---|---|---|---|---|
| MELI | MERCADOLIBRE INC | $7.98万 | 0.01% | 47 | 0 | 0.0% | — | 不变 |
| HIG | HARTFORD INSURANCE GROUP INC | $8.04万 | 0.01% | 607 | 607 | — | $8.04万 | 新建仓 |
| IWC | ISHARES TR | $8.12万 | 0.01% | 406 | 0 | 0.0% | — | 不变 |
| DRI | DARDEN RESTAURANTS INC | $8.24万 | 0.01% | 400 | 400 | — | $8.24万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $8.26万 | 0.01% | 3,000 | 0 | 0.0% | — | 不变 |
| SPYX | SPDR SERIES TRUST | $8.44万 | 0.01% | 1,382 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $8.45万 | 0.01% | 851 | -3,274 | -79.4% | -$32.50万 | 减仓 |
| RODM | LATTICE STRATEGIES TR | $8.46万 | 0.01% | 2,093 | -531 | -20.2% | -$2.15万 | 减仓 |
| GLW | CORNING INC | $8.58万 | 0.01% | 336 | 263 | 360.3% | $6.72万 | 加仓 |
| — | BLACKROCK ENERGY & RES TR | $8.60万 | 0.01% | 5,800 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC | $8.62万 | 0.01% | 755 | 0 | 0.0% | — | 不变 |
| PCG | PG&E CORP | $8.70万 | 0.01% | 5,170 | 395 | 8.3% | $6,644 | 加仓 |
| COO | COOPER COS INC | $8.72万 | 0.01% | 1,216 | 0 | 0.0% | — | 不变 |
| AFL | AFLAC INC | $8.72万 | 0.01% | 744 | 744 | — | $8.72万 | 新建仓 |
| J | JACOBS SOLUTIONS INC | $8.82万 | 0.01% | 700 | -937 | -57.2% | -$11.81万 | 减仓 |
| DKS | DICKS SPORTING GOODS INC | $9.07万 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $9.08万 | 0.01% | 760 | 0 | 0.0% | — | 不变 |
| UAL | UNITED AIRLS HLDGS INC | $9.18万 | 0.01% | 675 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $9.45万 | 0.01% | 424 | 306 | 259.3% | $6.82万 | 加仓 |
| GOOD | GLADSTONE COMMERCIAL CORP | $9.46万 | 0.01% | 7,690 | 0 | 0.0% | — | 不变 |
| MKL | MARKEL GROUP INC | $9.57万 | 0.01% | 49 | 0 | 0.0% | — | 不变 |
| TPYP | TORTOISE CAPITAL SERIES TRUS | $9.69万 | 0.01% | 2,310 | -250 | -9.8% | -$1.05万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $9.70万 | 0.01% | 2,140 | 0 | 0.0% | — | 不变 |
| PRU | PRUDENTIAL FINL INC | $9.71万 | 0.01% | 900 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $9.74万 | 0.01% | 1,334 | 14 | 1.1% | $1,022 | 加仓 |
| COR | CENCORA INC | $9.90万 | 0.01% | 350 | 0 | 0.0% | — | 不变 |
| BALL | BALL CORP | $9.98万 | 0.01% | 1,600 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP | $10.06万 | 0.01% | 770 | -173 | -18.3% | -$2.26万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $10.09万 | 0.01% | 737 | 327 | 79.8% | $4.48万 | 加仓 |
| AOR | ISHARES TR | $10.13万 | 0.01% | 1,458 | 1,160 | 389.3% | $8.06万 | 加仓 |
| PDEC | INNOVATOR ETFS TRUST | $10.26万 | 0.01% | 2,235 | 0 | 0.0% | — | 不变 |
| SPEM | SPDR INDEX SHS FDS | $10.27万 | 0.01% | 1,983 | 1,673 | 539.7% | $8.66万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $10.27万 | 0.01% | 238 | 32 | 15.5% | $1.38万 | 加仓 |
| LIN | LINDE PLC | $10.43万 | 0.01% | 201 | -20 | -9.0% | -$1.04万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $10.62万 | 0.01% | 105 | -90 | -46.2% | -$9.10万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $10.67万 | 0.01% | 540 | 67 | 14.2% | $1.32万 | 加仓 |
| ASML | ASML HLDG NV | $10.74万 | 0.01% | 54 | 50 | 1,250.0% | $9.95万 | 加仓 |
| SSO | PROSHARES TR | $10.78万 | 0.01% | 1,600 | 0 | 0.0% | — | 不变 |
| — | EAGLE FINL SVCS INC | $10.82万 | 0.01% | 2,609 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $10.89万 | 0.01% | 1,066 | 0 | 0.0% | — | 不变 |
| HUBB | HUBBELL INC | $10.99万 | 0.01% | 210 | 0 | 0.0% | — | 不变 |
| VLTO | VERALTO CORP | $11.01万 | 0.01% | 1,240 | -231 | -15.7% | -$2.05万 | 减仓 |
| PSX | PHILLIPS 66 | $11.33万 | 0.01% | 670 | 170 | 34.0% | $2.87万 | 加仓 |
| CVIE | MORGAN STANLEY ETF TRUST | $11.39万 | 0.01% | 1,340 | 0 | 0.0% | — | 不变 |
| HACK | AMPLIFY ETF TR | $11.49万 | 0.01% | 1,095 | 0 | 0.0% | — | 不变 |
| BIP | BROOKFIELD INFRASTRUCTURE PA | $11.68万 | 0.01% | 3,200 | 0 | 0.0% | — | 不变 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $11.78万 | 0.01% | 3,906 | 0 | 0.0% | — | 不变 |
| ROBO | EXCHANGE TRADED CONCEPTS TRU | $11.82万 | 0.01% | 1,380 | 570 | 70.4% | $4.88万 | 加仓 |
| GL | GLOBE LIFE INC | $12.06万 | 0.01% | 675 | 0 | 0.0% | — | 不变 |
| AME | AMETEK INC | $12.34万 | 0.01% | 510 | 225 | 78.9% | $5.44万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $12.41万 | 0.01% | 2,463 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC | $12.46万 | 0.01% | 506 | 368 | 266.7% | $9.06万 | 加仓 |
| IGPT | INVESCO EXCHANGE TRADED FD T | $12.49万 | 0.01% | 1,200 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC | $12.70万 | 0.01% | 469 | -101 | -17.7% | -$2.74万 | 减仓 |
| TSEM | TOWER SEMICONDUCTOR LTD | $13.03万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| WEC | WEC ENERGY GROUP INC | $13.17万 | 0.01% | 1,128 | 0 | 0.0% | — | 不变 |
| KNSL | KINSALE CAP GROUP INC | $13.26万 | 0.01% | 402 | -610 | -60.3% | -$20.12万 | 减仓 |
| DLTR | DOLLAR TREE INC | $13.37万 | 0.01% | 1,105 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $13.53万 | 0.01% | 2,548 | -278 | -9.8% | -$1.48万 | 减仓 |
| NVS | NOVARTIS AG | $13.85万 | 0.01% | 884 | 258 | 41.2% | $4.04万 | 加仓 |
| ITA | ISHARES TR | $14.11万 | 0.01% | 582 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL CORPORATION | $14.36万 | 0.01% | 1,958 | 168 | 9.4% | $1.23万 | 加仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $14.46万 | 0.01% | 1,099 | 0 | 0.0% | — | 不变 |
| IWP | ISHARES TR | $14.64万 | 0.02% | 1,000 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX F | $15.00万 | 0.02% | 1,791 | -640 | -26.3% | -$5.36万 | 减仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $15.17万 | 0.02% | 3,800 | 200 | 5.6% | $7,983 | 加仓 |
| ILOW | AB ACTIVE ETFS INC | $15.36万 | 0.02% | 3,379 | 0 | 0.0% | — | 不变 |
| LHX | L3HARRIS TECHNOLOGIES INC | $15.49万 | 0.02% | 533 | 0 | 0.0% | — | 不变 |
| AMP | AMERIPRISE FINL INC | $15.69万 | 0.02% | 342 | 194 | 131.1% | $8.90万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $16.04万 | 0.02% | 900 | 225 | 33.3% | $4.01万 | 加仓 |
| EFG | ISHARES TR | $16.06万 | 0.02% | 1,291 | 1,046 | 426.9% | $13.01万 | 加仓 |
| FULT | FULTON FINL CORP PA | $16.30万 | 0.02% | 6,740 | -5,239 | -43.7% | -$12.67万 | 减仓 |
| IJT | ISHARES TR | $16.31万 | 0.02% | 913 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $16.32万 | 0.02% | 443 | -55 | -11.0% | -$2.03万 | 减仓 |
| SMB | VANECK ETF TRUST | $16.43万 | 0.02% | 9,472 | 0 | 0.0% | — | 不变 |
| VRSK | VERISK ANALYTICS INC | $16.70万 | 0.02% | 930 | 0 | 0.0% | — | 不变 |
| VIOO | VANGUARD ADMIRAL FDS INC | $17.43万 | 0.02% | 1,267 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $17.45万 | 0.02% | 1,078 | 128 | 13.5% | $2.07万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $17.63万 | 0.02% | 250 | 0 | 0.0% | — | 不变 |
| FVCB | FVCBANKCORP INC | $18.02万 | 0.02% | 10,300 | 0 | 0.0% | — | 不变 |
| TOWN | TOWNEBANK PORTSMOUTH VA | $18.26万 | 0.02% | 5,000 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES TR | $18.38万 | 0.02% | 1,337 | 0 | 0.0% | — | 不变 |
| TMUS | T-MOBILE US INC | $18.58万 | 0.02% | 1,108 | 28 | 2.6% | $4,696 | 加仓 |
| ADI | ANALOG DEVICES INC | $18.59万 | 0.02% | 468 | 67 | 16.7% | $2.66万 | 加仓 |
| RNW | RENEW ENERGY GLOBAL PLC | $18.75万 | 0.02% | 30,000 | 0 | 0.0% | — | 不变 |
| CVLC | MORGAN STANLEY ETF TRUST | $18.98万 | 0.02% | 2,009 | 0 | 0.0% | — | 不变 |
| UBSI | UNITED BANKSHARES INC WEST V | $19.22万 | 0.02% | 4,159 | 0 | 0.0% | — | 不变 |
| SPYV | SPDR SERIES TRUST | $19.33万 | 0.02% | 3,179 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC | $19.37万 | 0.02% | 945 | 70 | 8.0% | $1.44万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $19.72万 | 0.02% | 983 | 100 | 11.3% | $2.01万 | 加仓 |
| QDF | FLEXSHARES TR | $19.78万 | 0.02% | 2,200 | 0 | 0.0% | — | 不变 |
| VOOG | VANGUARD ADMIRAL FDS INC | $19.81万 | 0.02% | 2,398 | -2 | -0.1% | -$165 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $20.00万 | 0.02% | 1,100 | 0 | 0.0% | — | 不变 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $20.21万 | 0.02% | 373 | 0 | 0.0% | — | 不变 |
| PGR | PROGRESSIVE CORP | $20.27万 | 0.02% | 928 | 146 | 18.7% | $3.19万 | 加仓 |
| DIS | DISNEY WALT CO | $20.42万 | 0.02% | 2,110 | 315 | 17.5% | $3.05万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $20.80万 | 0.02% | 604 | -10 | -1.6% | -$3,443 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $21.49万 | 0.02% | 1,727 | -40 | -2.3% | -$4,978 | 减仓 |
| TXN | TEXAS INSTRS INC | $21.82万 | 0.02% | 732 | -103 | -12.3% | -$3.07万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $22.11万 | 0.02% | 1,338 | 0 | 0.0% | — | 不变 |