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 |
|---|---|---|---|---|---|---|---|---|
| XSOE | WISDOMTREE TR | $513.58万 | 0.57% | 128,074 | -5,878 | -4.4% | -$23.57万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $530.11万 | 0.59% | 18,021 | -327 | -1.8% | -$9.62万 | 减仓 |
| MSFT | MICROSOFT CORP | $642.52万 | 0.71% | 17,357 | 282 | 1.7% | $10.44万 | 加仓 |
| JMSB | JOHN MARSHALL BANCORP INC | $709.74万 | 0.79% | 349,969 | 1,545 | 0.4% | $3.13万 | 加仓 |
| VO | VANGUARD INDEX FDS | $873.17万 | 0.97% | 30,405 | -1,192 | -3.8% | -$34.23万 | 减仓 |
| GOOGL | ALPHABET INC | $961.76万 | 1.07% | 33,445 | -497 | -1.5% | -$14.29万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $987.81万 | 1.10% | 30,791 | -2,668 | -8.0% | -$85.59万 | 减仓 |
| AMZN | AMAZON COM INC | $1,072.76万 | 1.19% | 51,508 | 466 | 0.9% | $9.71万 | 加仓 |
| IJR | ISHARES TR | $1,127.82万 | 1.25% | 90,726 | -2,237 | -2.4% | -$27.81万 | 减仓 |
| BHRB | BURKE HERBERT FINL SVCS CORP | $1,157.13万 | 1.28% | 185,765 | 185,765 | — | $1,157.13万 | 新建仓 |
| VYM | VANGUARD WHITEHALL FDS | $1,194.03万 | 1.32% | 80,623 | -2,159 | -2.6% | -$31.97万 | 减仓 |
| IEMG | ISHARES INC | $1,441.01万 | 1.60% | 206,596 | 9,706 | 4.9% | $67.70万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $1,554.44万 | 1.72% | 321,698 | 15,498 | 5.1% | $74.89万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $1,699.39万 | 1.88% | 436,189 | 68,783 | 18.7% | $267.98万 | 加仓 |
| AAPL | APPLE INC | $1,771.26万 | 1.96% | 69,792 | 12,877 | 22.6% | $326.81万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $1,961.33万 | 2.17% | 331,194 | 24,256 | 7.9% | $143.64万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $2,169.50万 | 2.41% | 283,446 | 35,169 | 14.2% | $269.18万 | 加仓 |
| IVV | ISHARES TR | $2,564.68万 | 2.84% | 39,263 | -565 | -1.4% | -$36.91万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $3,455.28万 | 3.83% | 52,993 | -563 | -1.1% | -$36.71万 | 减仓 |
| IJH | ISHARES TR | $3,996.38万 | 4.43% | 591,793 | -20,816 | -3.4% | -$140.57万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $7,071.66万 | 7.84% | 118,344 | -2,484 | -2.1% | -$148.43万 | 减仓 |
| SPTS | SPDR SERIES TRUST | $9,049.04万 | 10.03% | 3,101,110 | 379,777 | 14.0% | $1,108.19万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $1.12亿 | 12.42% | 4,368,968 | -66,827 | -1.5% | -$171.34万 | 减仓 |
| SPTI | SPDR SERIES TRUST | $1.41亿 | 15.62% | 4,915,972 | 270,295 | 5.8% | $774.67万 | 加仓 |