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 |
|---|---|---|---|---|---|---|---|---|
| KO | COCA COLA CO | $51.35万 | 0.06% | 6,720 | 1 | 0.0% | $76 | 加仓 |
| IWN | ISHARES TR | $51.91万 | 0.06% | 2,738 | -80 | -2.8% | -$1.52万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $51.92万 | 0.06% | 17,853 | 1 | 0.0% | $29 | 加仓 |
| VXF | VANGUARD INDEX FDS | $52.99万 | 0.06% | 2,575 | -60 | -2.3% | -$1.23万 | 减仓 |
| DGRO | ISHARES TR | $53.36万 | 0.06% | 7,603 | 707 | 10.3% | $4.96万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $57.24万 | 0.06% | 2,801 | -32 | -1.1% | -$6,540 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $57.31万 | 0.06% | 1,597 | -69 | -4.1% | -$2.48万 | 减仓 |
| CRM | SALESFORCE INC | $58.39万 | 0.06% | 3,128 | -375 | -10.7% | -$7.00万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $61.01万 | 0.07% | 2,517 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $61.22万 | 0.07% | 4,918 | -340 | -6.5% | -$4.23万 | 减仓 |
| DHI | D R HORTON INC | $61.35万 | 0.07% | 4,471 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $61.92万 | 0.07% | 2,850 | -29 | -1.0% | -$6,301 | 减仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $64.52万 | 0.07% | 8,904 | -174 | -1.9% | -$1.26万 | 减仓 |
| ETN | EATON CORP PLC | $65.49万 | 0.07% | 1,831 | -99 | -5.1% | -$3.54万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $65.61万 | 0.07% | 1,086 | 0 | 0.0% | — | 不变 |
| URI | UNITED RENTALS INC | $67.17万 | 0.07% | 922 | 4 | 0.4% | $2,914 | 加仓 |
| DVY | ISHARES TR | $70.75万 | 0.08% | 4,673 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $70.92万 | 0.08% | 8,908 | -157 | -1.7% | -$1.25万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $70.94万 | 0.08% | 2,442 | 223 | 10.0% | $6.48万 | 加仓 |
| TSLA | TESLA INC | $72.16万 | 0.08% | 1,941 | 180 | 10.2% | $6.69万 | 加仓 |
| ORCL | ORACLE CORP | $73.68万 | 0.08% | 5,009 | -317 | -6.0% | -$4.66万 | 减仓 |
| LH | LABCORP HOLDINGS INC | $74.95万 | 0.08% | 2,809 | -486 | -14.7% | -$12.97万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $75.72万 | 0.08% | 3,541 | -33 | -0.9% | -$7,057 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $75.76万 | 0.08% | 24,471 | 0 | 0.0% | — | 不变 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $76.55万 | 0.08% | 4,867 | -173 | -3.4% | -$2.72万 | 减仓 |
| SCHR | SCHWAB STRATEGIC TR | $77.44万 | 0.09% | 31,087 | 2,870 | 10.2% | $7.15万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $79.33万 | 0.09% | 2,625 | -140 | -5.1% | -$4.23万 | 减仓 |
| BNL | BROADSTONE NET LEASE INC | $80.51万 | 0.09% | 43,978 | -1,580 | -3.5% | -$2.89万 | 减仓 |
| CVX | CHEVRON CORPORATION | $82.95万 | 0.09% | 4,009 | -346 | -7.9% | -$7.16万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $87.34万 | 0.10% | 1,748 | 6 | 0.3% | $2,998 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $88.72万 | 0.10% | 23,445 | -1,169 | -4.7% | -$4.42万 | 减仓 |
| IUSV | ISHARES TR | $89.38万 | 0.10% | 8,741 | -494 | -5.3% | -$5.05万 | 减仓 |
| AUB | ATLANTIC UN BANKSHARES CORP | $89.47万 | 0.10% | 25,033 | 1,800 | 7.7% | $6.43万 | 加仓 |
| LEU | CENTRUS ENERGY CORP | $89.83万 | 0.10% | 5,175 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $95.11万 | 0.11% | 3,349 | 46 | 1.4% | $1.31万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $97.27万 | 0.11% | 2,974 | -605 | -16.9% | -$19.79万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $97.62万 | 0.11% | 38,893 | -117 | -0.3% | -$2,937 | 减仓 |
| AMGN | AMGEN INC | $98.88万 | 0.11% | 2,810 | 256 | 10.0% | $9.01万 | 加仓 |
| CSCO | CISCO SYS INC | $99.00万 | 0.11% | 12,759 | -455 | -3.4% | -$3.53万 | 减仓 |
| NFLX | NETFLIX INC. | $99.46万 | 0.11% | 10,344 | -260 | -2.5% | -$2.50万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $100.03万 | 0.11% | 29,834 | -1,498 | -4.8% | -$5.02万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $100.59万 | 0.11% | 3,505 | 0 | 0.0% | — | 不变 |
| — | MCCORMICK & CO INC | $101.16万 | 0.11% | 20,080 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION | $101.46万 | 0.11% | 3,083 | -144 | -4.5% | -$4.74万 | 减仓 |
| ACGL | ARCH CAP GROUP LTD | $102.38万 | 0.11% | 10,666 | 0 | 0.0% | — | 不变 |
| VGIT | VANGUARD SCOTTSDALE FDS | $102.52万 | 0.11% | 17,216 | 11,027 | 178.2% | $65.67万 | 加仓 |
| AMAT | APPLIED MATLS INC | $102.56万 | 0.11% | 3,001 | 14 | 0.5% | $4,784 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $103.15万 | 0.11% | 6,434 | 309 | 5.0% | $4.95万 | 加仓 |
| BRO | BROWN & BROWN INC | $107.56万 | 0.12% | 16,495 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $109.28万 | 0.12% | 7,566 | -148 | -1.9% | -$2.14万 | 减仓 |
| SCHO | SCHWAB STRATEGIC TR | $111.56万 | 0.12% | 45,965 | -1,649 | -3.5% | -$4.00万 | 减仓 |
| APH | AMPHENOL CORP | $112.02万 | 0.12% | 8,856 | -481 | -5.2% | -$6.08万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $115.63万 | 0.13% | 8,831 | -329 | -3.6% | -$4.31万 | 减仓 |
| PMAY | INNOVATOR ETFS TRUST | $115.83万 | 0.13% | 29,000 | -965 | -3.2% | -$3.85万 | 减仓 |
| PEP | PEPSICO INC | $118.78万 | 0.13% | 7,649 | -764 | -9.1% | -$11.86万 | 减仓 |
| MCO | MOODYS CORP | $119.62万 | 0.13% | 2,742 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $121.53万 | 0.13% | 7,610 | -750 | -9.0% | -$11.98万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $123.14万 | 0.14% | 4,071 | 27 | 0.7% | $8,167 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $126.06万 | 0.14% | 5,157 | -562 | -9.8% | -$13.74万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $126.51万 | 0.14% | 6,592 | -168 | -2.5% | -$3.22万 | 减仓 |
| YUM | YUM BRANDS INC | $131.35万 | 0.15% | 8,448 | -80 | -0.9% | -$1.24万 | 减仓 |
| GDXJ | VANECK ETF TRUST | $136.30万 | 0.15% | 11,354 | -1,348 | -10.6% | -$16.18万 | 减仓 |
| ABBV | ABBVIE INC | $138.96万 | 0.15% | 6,389 | -4 | -0.1% | -$870 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $143.81万 | 0.16% | 58,104 | -5,215 | -8.2% | -$12.91万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $145.67万 | 0.16% | 26,951 | -72 | -0.3% | -$3,892 | 减仓 |
| IAU | ISHARES GOLD TR | $146.42万 | 0.16% | 16,608 | -67 | -0.4% | -$5,907 | 减仓 |
| PAPR | INNOVATOR ETFS TRUST | $150.48万 | 0.17% | 37,808 | -77 | -0.2% | -$3,065 | 减仓 |
| MCD | MCDONALDS CORP | $153.42万 | 0.17% | 4,936 | -209 | -4.1% | -$6.50万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $153.71万 | 0.17% | 2,253 | -44 | -1.9% | -$3.00万 | 减仓 |
| MRK | MERCK & CO INC | $168.36万 | 0.19% | 13,921 | -84 | -0.6% | -$1.02万 | 减仓 |
| SLV | ISHARES SILVER TR | $169.39万 | 0.19% | 24,859 | -6,299 | -20.2% | -$42.92万 | 减仓 |
| MLM | MARTIN MARIETTA MATLS INC | $176.66万 | 0.20% | 3,001 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $178.29万 | 0.20% | 1,789 | 64 | 3.7% | $6.38万 | 加仓 |
| IWF | ISHARES TR | $179.35万 | 0.20% | 4,206 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP DEL | $181.16万 | 0.20% | 9,537 | 77 | 0.8% | $1.46万 | 加仓 |
| — | EXXON MOBIL CORP | $181.48万 | 0.20% | 10,696 | -284 | -2.6% | -$4.82万 | 减仓 |
| GOOG | ALPHABET INC | $194.35万 | 0.22% | 6,775 | -200 | -2.9% | -$5.74万 | 减仓 |
| EFA | ISHARES TR | $200.22万 | 0.22% | 20,613 | -3,164 | -13.3% | -$30.73万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $202.08万 | 0.22% | 21,757 | -76 | -0.3% | -$7,059 | 减仓 |
| RTX | RTX CORPORATION | $203.59万 | 0.23% | 10,554 | -33 | -0.3% | -$6,366 | 减仓 |
| HD | HOME DEPOT INC | $210.88万 | 0.23% | 6,412 | -228 | -3.4% | -$7.50万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $221.49万 | 0.25% | 11,289 | -169 | -1.5% | -$3.32万 | 减仓 |
| CAT | CATERPILLAR INC | $231.13万 | 0.26% | 3,262 | 35 | 1.1% | $2.48万 | 加仓 |
| IAUM | ISHARES GOLD TR | $234.16万 | 0.26% | 50,141 | -10,079 | -16.7% | -$47.07万 | 减仓 |
| GDX | VANECK ETF TRUST | $237.86万 | 0.26% | 25,919 | -5,365 | -17.1% | -$49.23万 | 减仓 |
| AVGO | BROADCOM INC | $241.94万 | 0.27% | 7,817 | 253 | 3.3% | $7.83万 | 加仓 |
| V | VISA INC | $252.53万 | 0.28% | 8,355 | -173 | -2.0% | -$5.23万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $254.88万 | 0.28% | 39,776 | 1,599 | 4.2% | $10.25万 | 加仓 |
| META | META PLATFORMS INC | $261.75万 | 0.29% | 4,575 | 21 | 0.5% | $1.20万 | 加仓 |
| PJAN | INNOVATOR ETFS TRUST | $268.87万 | 0.30% | 58,286 | -245 | -0.4% | -$1.13万 | 减仓 |
| IWD | ISHARES TR | $307.00万 | 0.34% | 14,368 | 255 | 1.8% | $5.45万 | 加仓 |
| IDV | ISHARES TR | $313.78万 | 0.35% | 73,727 | -16,757 | -18.5% | -$71.32万 | 减仓 |
| VB | VANGUARD INDEX FDS | $317.53万 | 0.35% | 12,123 | -510 | -4.0% | -$13.36万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $328.06万 | 0.36% | 6,846 | -101 | -1.5% | -$4.84万 | 减仓 |
| IWM | ISHARES TR | $353.55万 | 0.39% | 14,256 | -317 | -2.2% | -$7.86万 | 减仓 |
| LLY | ELI LILLY & CO | $355.31万 | 0.39% | 3,863 | 74 | 2.0% | $6.81万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $369.28万 | 0.41% | 21,174 | -100 | -0.5% | -$1.74万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $373.68万 | 0.41% | 8,555 | 837 | 10.8% | $36.56万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $419.73万 | 0.47% | 74,052 | -1,419 | -1.9% | -$8.04万 | 减仓 |
| SGOV | ISHARES TR | $464.35万 | 0.51% | 46,131 | -4,076 | -8.1% | -$41.03万 | 减仓 |