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 |
|---|---|---|---|---|---|---|---|---|
| VLO | VALERO ENERGY CORP | $22.14万 | 0.02% | 850 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $22.24万 | 0.02% | 294 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $22.41万 | 0.02% | 1,605 | 421 | 35.6% | $5.88万 | 加仓 |
| PFE | PFIZER INC | $22.72万 | 0.02% | 9,436 | -43 | -0.5% | -$1,035 | 减仓 |
| ROP | ROPER TECHNOLOGIES INC | $23.59万 | 0.02% | 697 | -451 | -39.3% | -$15.26万 | 减仓 |
| BA | BOEING CO | $23.88万 | 0.02% | 1,103 | 28 | 2.6% | $6,061 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $23.91万 | 0.02% | 207 | 0 | 0.0% | — | 不变 |
| HONA | HONEYWELL AEROSPACE INC | $24.56万 | 0.03% | 1,111 | 1,111 | — | $24.56万 | 新建仓 |
| CNP | CENTERPOINT ENERGY INC | $24.83万 | 0.03% | 5,639 | 720 | 14.6% | $3.17万 | 加仓 |
| HON | HONEYWELL INTL INC | $24.93万 | 0.03% | 1,114 | -1,130 | -50.4% | -$25.29万 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $25.03万 | 0.03% | 667 | -279 | -29.5% | -$10.47万 | 减仓 |
| CSM | PROSHARES TR | $25.07万 | 0.03% | 2,942 | -1,198 | -28.9% | -$10.21万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $25.88万 | 0.03% | 10,541 | -864 | -7.6% | -$2.12万 | 减仓 |
| BNY | BANK OF NY MELLON CORP | $25.99万 | 0.03% | 1,797 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC | $26.01万 | 0.03% | 2,210 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $26.01万 | 0.03% | 511 | -575 | -52.9% | -$29.27万 | 减仓 |
| SLYV | SPDR SERIES TRUST | $26.08万 | 0.03% | 2,390 | 0 | 0.0% | — | 不变 |
| CBRE | CBRE GROUP INC | $26.49万 | 0.03% | 1,967 | 0 | 0.0% | — | 不变 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $26.59万 | 0.03% | 2,916 | 0 | 0.0% | — | 不变 |
| VONV | VANGUARD SCOTTSDALE FDS | $26.71万 | 0.03% | 2,512 | 2,512 | — | $26.71万 | 新建仓 |
| MSI | MOTOROLA SOLUTIONS INC | $26.78万 | 0.03% | 643 | 0 | 0.0% | — | 不变 |
| DGX | QUEST DIAGNOSTICS INC | $26.81万 | 0.03% | 1,265 | 0 | 0.0% | — | 不变 |
| QUAL | ISHARES TR | $26.84万 | 0.03% | 1,223 | 0 | 0.0% | — | 不变 |
| IWO | ISHARES TR | $27.07万 | 0.03% | 687 | 0 | 0.0% | — | 不变 |
| JCI | JOHNSON CONTROLS INTERNATION | $27.35万 | 0.03% | 1,868 | 1,736 | 1,315.2% | $25.42万 | 加仓 |
| CMI | CUMMINS INC | $27.53万 | 0.03% | 386 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $27.89万 | 0.03% | 1,265 | -10 | -0.8% | -$2,205 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $27.90万 | 0.03% | 4,790 | 34 | 0.7% | $1,980 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $28.16万 | 0.03% | 369 | 318 | 623.5% | $24.27万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $28.19万 | 0.03% | 562 | -25 | -4.3% | -$1.25万 | 减仓 |
| TFC | TRUIST FINL CORP | $28.34万 | 0.03% | 5,689 | -66 | -1.1% | -$3,288 | 减仓 |
| TREX | TREX INC | $28.48万 | 0.03% | 5,692 | 0 | 0.0% | — | 不变 |
| PSA | PUBLIC STORAGE | $28.49万 | 0.03% | 895 | 425 | 90.4% | $13.53万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $28.74万 | 0.03% | 4,988 | 175 | 3.6% | $1.01万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $28.79万 | 0.03% | 3,173 | -160 | -4.8% | -$1.45万 | 减仓 |
| CBOE | CBOE GLOBAL MKTS INC | $29.07万 | 0.03% | 1,198 | 576 | 92.6% | $13.98万 | 加仓 |
| VAW | VANGUARD WORLD FD | $30.09万 | 0.03% | 1,315 | 0 | 0.0% | — | 不变 |
| EW | EDWARDS LIFESCIENCES CORP | $30.69万 | 0.03% | 3,393 | 499 | 17.2% | $4.51万 | 加仓 |
| IVE | ISHARES TR | $30.72万 | 0.03% | 1,353 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $30.77万 | 0.03% | 485 | 167 | 52.5% | $10.59万 | 加仓 |
| BLK | BLACKROCK INC | $30.96万 | 0.03% | 322 | -10 | -3.0% | -$9,616 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $31.97万 | 0.03% | 804 | 312 | 63.4% | $12.41万 | 加仓 |
| EMR | EMERSON ELEC CO | $32.25万 | 0.03% | 2,253 | 387 | 20.7% | $5.54万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $32.98万 | 0.03% | 1,107 | 1,107 | — | $32.98万 | 新建仓 |
| SCHO | SCHWAB STRATEGIC TR | $33.32万 | 0.03% | 13,801 | -32,164 | -70.0% | -$77.64万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $33.42万 | 0.03% | 7,894 | 5,320 | 206.7% | $22.53万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $34.75万 | 0.04% | 10,269 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO | $34.99万 | 0.04% | 3,816 | 311 | 8.9% | $2.85万 | 加仓 |
| T | AT&T INC | $35.49万 | 0.04% | 17,146 | 13,132 | 327.2% | $27.18万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $36.02万 | 0.04% | 620 | 449 | 262.6% | $26.08万 | 加仓 |
| SNPS | SYNOPSYS INC | $36.13万 | 0.04% | 810 | -40 | -4.7% | -$1.78万 | 减仓 |
| CRM | SALESFORCE INC | $36.50万 | 0.04% | 2,327 | -801 | -25.6% | -$12.56万 | 减仓 |
| ECL | ECOLAB INC | $37.03万 | 0.04% | 1,326 | 51 | 4.0% | $1.42万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $37.06万 | 0.04% | 4,016 | -600 | -13.0% | -$5.54万 | 减仓 |
| PSEP | INNOVATOR ETFS TRUST | $37.83万 | 0.04% | 8,215 | -160 | -1.9% | -$7,368 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $38.98万 | 0.04% | 745 | -16 | -2.1% | -$8,372 | 减仓 |
| FAST | FASTENAL CO | $40.59万 | 0.04% | 8,452 | -232 | -2.7% | -$1.11万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $40.73万 | 0.04% | 980 | -84 | -7.9% | -$3.49万 | 减仓 |
| VXF | VANGUARD INDEX FDS | $40.87万 | 0.04% | 1,660 | -915 | -35.5% | -$22.53万 | 减仓 |
| CB | CHUBB LIMITED | $41.15万 | 0.04% | 1,207 | 116 | 10.6% | $3.95万 | 加仓 |
| CSX | CSX CORP | $41.67万 | 0.04% | 8,768 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES TR | $41.75万 | 0.04% | 3,784 | 0 | 0.0% | — | 不变 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $44.16万 | 0.05% | 1,142 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMER CORP | $45.16万 | 0.05% | 7,925 | -27 | -0.3% | -$1,538 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $46.55万 | 0.05% | 1,314 | 135 | 11.5% | $4.78万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $47.96万 | 0.05% | 3,896 | -971 | -20.0% | -$11.95万 | 减仓 |
| VMC | VULCAN MATLS CO | $48.15万 | 0.05% | 1,632 | 0 | 0.0% | — | 不变 |
| DHI | D R HORTON INC | $48.39万 | 0.05% | 2,971 | -1,500 | -33.5% | -$24.43万 | 减仓 |
| D | DOMINION ENERGY INC | $48.85万 | 0.05% | 7,153 | 915 | 14.7% | $6.25万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $49.39万 | 0.05% | 1,496 | 81 | 5.7% | $2.67万 | 加仓 |
| QQQ | INVESCO QQQ TR | $50.30万 | 0.05% | 683 | 134 | 24.4% | $9.87万 | 加仓 |
| USMV | ISHARES TR | $51.45万 | 0.05% | 5,334 | 0 | 0.0% | — | 不变 |
| SCHE | SCHWAB STRATEGIC TR | $52.79万 | 0.05% | 14,560 | -43 | -0.3% | -$1,559 | 减仓 |
| ORCL | ORACLE CORP | $53.02万 | 0.05% | 3,618 | -1,391 | -27.8% | -$20.38万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $54.38万 | 0.06% | 3,201 | 602 | 23.2% | $10.23万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $54.84万 | 0.06% | 15,179 | -2,674 | -15.0% | -$9.66万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $54.99万 | 0.06% | 2,263 | -587 | -20.6% | -$14.26万 | 减仓 |
| DGRO | ISHARES TR | $57.02万 | 0.06% | 7,524 | -79 | -1.0% | -$5,987 | 减仓 |
| IWN | ISHARES TR | $58.80万 | 0.06% | 2,658 | -80 | -2.9% | -$1.77万 | 减仓 |
| KO | COCA COLA CO | $60.10万 | 0.06% | 7,368 | 648 | 9.6% | $5.29万 | 加仓 |
| WMT | WALMART INC | $61.30万 | 0.06% | 5,412 | 494 | 10.0% | $5.60万 | 加仓 |
| SYK | STRYKER CORPORATION | $61.80万 | 0.06% | 1,958 | -1,125 | -36.5% | -$35.51万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $64.55万 | 0.07% | 2,868 | 67 | 2.4% | $1.51万 | 加仓 |
| NFLX | NETFLIX INC. | $67.82万 | 0.07% | 9,498 | -846 | -8.2% | -$6.04万 | 减仓 |
| LH | LABCORP HOLDINGS INC | $68.85万 | 0.07% | 2,459 | -350 | -12.5% | -$9.80万 | 减仓 |
| UNP | UNION PAC CORP | $69.01万 | 0.07% | 2,537 | 867 | 51.9% | $23.58万 | 加仓 |
| WFC | WELLS FARGO & CO | $69.86万 | 0.07% | 8,454 | -454 | -5.1% | -$3.75万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $69.94万 | 0.07% | 715 | 226 | 46.2% | $22.11万 | 加仓 |
| DVY | ISHARES TR | $70.23万 | 0.07% | 4,493 | -180 | -3.9% | -$2.81万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $70.78万 | 0.07% | 22,140 | -7,694 | -25.8% | -$24.60万 | 减仓 |
| GEV | GE VERNOVA INC | $71.68万 | 0.07% | 610 | 99 | 19.4% | $11.63万 | 加仓 |
| IEFA | ISHARES TR | $73.66万 | 0.08% | 7,627 | 5,317 | 230.2% | $51.35万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $74.55万 | 0.08% | 2,651 | 134 | 5.3% | $3.77万 | 加仓 |
| URI | UNITED RENTALS INC | $81.79万 | 0.08% | 722 | -200 | -21.7% | -$22.66万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $83.47万 | 0.09% | 22,639 | -1,832 | -7.5% | -$6.75万 | 减仓 |
| TSLA | TESLA INC | $85.26万 | 0.09% | 2,027 | 86 | 4.4% | $3.62万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $86.18万 | 0.09% | 23,445 | 0 | 0.0% | — | 不变 |
| LEU | CENTRUS ENERGY CORP | $86.87万 | 0.09% | 5,175 | 0 | 0.0% | — | 不变 |
| BNL | BROADSTONE NET LEASE INC | $90.63万 | 0.09% | 43,767 | -211 | -0.5% | -$4,369 | 减仓 |
| MA | MASTERCARD INCORPORATED | $91.63万 | 0.09% | 1,784 | 36 | 2.1% | $1.85万 | 加仓 |