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 |
|---|---|---|---|---|---|---|---|---|
| BHRB | BURKE HERBERT FINL SVCS CORP | $0 | 0.00% | 0 | -185,765 | -100.0% | -$1,157.13万 | 清仓 |
| ESGV | VANGUARD WORLD FD | $0 | 0.00% | 0 | -2,415 | -100.0% | -$27.11万 | 清仓 |
| MGK | VANGUARD WORLD FD | $0 | 0.00% | 0 | -1,500 | -100.0% | -$11.02万 | 清仓 |
| EFAV | ISHARES TR | $0 | 0.00% | 0 | -324 | -100.0% | -$2.96万 | 清仓 |
| SPAB | SPDR SERIES TRUST | $0 | 0.00% | 0 | -1,128 | -100.0% | -$2.89万 | 清仓 |
| CCL | CARNIVAL CORP | $0 | 0.00% | 0 | -1,109 | -100.0% | -$2.87万 | 清仓 |
| BND | VANGUARD BD INDEX FDS | $0 | 0.00% | 0 | -347 | -100.0% | -$2.56万 | 清仓 |
| — | AMERICAN WOODMARK CORP | $0 | 0.00% | 0 | -600 | -100.0% | -$2.39万 | 清仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $0 | 0.00% | 0 | -68 | -100.0% | -$2.30万 | 清仓 |
| AGG | ISHARES TR | $0 | 0.00% | 0 | -228 | -100.0% | -$2.26万 | 清仓 |
| IUSB | ISHARES TR | $0 | 0.00% | 0 | -444 | -100.0% | -$2.05万 | 清仓 |
| HEFA | ISHARES TR | $0 | 0.00% | 0 | -453 | -100.0% | -$1.93万 | 清仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -226 | -100.0% | -$1.87万 | 清仓 |
| GSLC | GOLDMAN SACHS ETF TR | $0 | 0.00% | 0 | -142 | -100.0% | -$1.78万 | 清仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -300 | -100.0% | -$1.67万 | 清仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -205 | -100.0% | -$1.55万 | 清仓 |
| MTBA | SIMPLIFY EXCHANGE TRADED FUN | $0 | 0.00% | 0 | -307 | -100.0% | -$1.52万 | 清仓 |
| SRLN | SSGA ACTIVE ETF TR | $0 | 0.00% | 0 | -348 | -100.0% | -$1.40万 | 清仓 |
| IYG | ISHARES TR | $0 | 0.00% | 0 | -153 | -100.0% | -$1.27万 | 清仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $0 | 0.00% | 0 | -75 | -100.0% | -$1.09万 | 清仓 |
| IRM | IRON MTN INC DEL | $0 | 0.00% | 0 | -97 | -100.0% | -$9,908 | 清仓 |
| NVO | NOVO-NORDISK A S | $0 | 0.00% | 0 | -250 | -100.0% | -$9,492 | 清仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $0 | 0.00% | 0 | -166 | -100.0% | -$8,759 | 清仓 |
| MBB | ISHARES TR | $0 | 0.00% | 0 | -92 | -100.0% | -$8,736 | 清仓 |
| TT | TRANE TECHNOLOGIES PLC | $0 | 0.00% | 0 | -19 | -100.0% | -$7,919 | 清仓 |
| EMB | ISHARES TR | $0 | 0.00% | 0 | -76 | -100.0% | -$7,139 | 清仓 |
| XLC | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -51 | -100.0% | -$5,654 | 清仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -112 | -100.0% | -$5,259 | 清仓 |
| HGER | HARBOR ETF TRUST | $0 | 0.00% | 0 | -165 | -100.0% | -$5,117 | 清仓 |
| INSM | INSMED INC | $0 | 0.00% | 0 | -30 | -100.0% | -$4,906 | 清仓 |
| MRSH | MARSH & MCLENNAN COS INC | $0 | 0.00% | 0 | -24 | -100.0% | -$4,163 | 清仓 |
| TDG | TRANSDIGM GROUP INC | $0 | 0.00% | 0 | -3 | -100.0% | -$3,477 | 清仓 |
| XLB | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -64 | -100.0% | -$3,199 | 清仓 |
| VOX | VANGUARD WORLD FD | $0 | 0.00% | 0 | -17 | -100.0% | -$3,058 | 清仓 |
| GBIL | GOLDMAN SACHS ETF TR | $0 | 0.00% | 0 | -27 | -100.0% | -$2,706 | 清仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $0 | 0.00% | 0 | -53 | -100.0% | -$2,547 | 清仓 |
| LEN | LENNAR CORP | $0 | 0.00% | 0 | -25 | -100.0% | -$2,171 | 清仓 |
| TFI | SPDR SERIES TRUST | $0 | 0.00% | 0 | -46 | -100.0% | -$2,086 | 清仓 |
| SCI | SERVICE CORP INTL | $0 | 0.00% | 0 | -20 | -100.0% | -$1,651 | 清仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -32 | -100.0% | -$1,620 | 清仓 |
| MUB | ISHARES TR | $0 | 0.00% | 0 | -14 | -100.0% | -$1,487 | 清仓 |
| DYNF | BLACKROCK ETF TRUST | $0 | 0.00% | 0 | -25 | -100.0% | -$1,455 | 清仓 |
| STIP | ISHARES TR | $0 | 0.00% | 0 | -9 | -100.0% | -$931 | 清仓 |
| TSCO | TRACTOR SUPPLY CO | $0 | 0.00% | 0 | -8 | -100.0% | -$355 | 清仓 |
| SCHP | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -7 | -100.0% | -$187 | 清仓 |
| — | CALIDI BIOTHERAPEUTICS INC | $0 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| DNOW | DNOW INC | $26 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| CRON | CRONOS GROUP INC | $28 | 0.00% | 10 | 10 | — | $28 | 新建仓 |
| UA | UNDER ARMOUR INC | $56 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| UAA | UNDER ARMOUR INC | $58 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| EMBC | EMBECTA CORP | $59 | 0.00% | 18 | 18 | — | $59 | 新建仓 |
| CRCL | CIRCLE INTERNET GROUP INC | $63 | 0.00% | 1 | 1 | — | $63 | 新建仓 |
| DXC | DXC TECHNOLOGY CO | $71 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| ICLN | ISHARES TR | $103 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| PLUG | PLUG PWR INC | $103 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| — | LITE STRATEGY INC | $117 | 0.00% | 126 | 0 | 0.0% | — | 不变 |
| NOV | NOV INC | $149 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| SEDG | SOLAREDGE TECHNOLOGIES INC | $176 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| JOBY | JOBY AVIATION INC | $179 | 0.00% | 20 | 20 | — | $179 | 新建仓 |
| WAL | WESTERN ALLIANCE BANCORP | $247 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| ACCO | ACCO BRANDS CORP | $267 | 0.00% | 64 | 64 | — | $267 | 新建仓 |
| — | ELME COMMUNITIES | $296 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| — | CATALYST PHARMACEUTICALS INC | $315 | 0.00% | 10 | 10 | — | $315 | 新建仓 |
| RYN | RAYONIER INC | $334 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| ZTS | ZOETIS INC | $360 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| GT | GOODYEAR TIRE & RUBR CO | $396 | 0.00% | 60 | 60 | — | $396 | 新建仓 |
| RIG | TRANSOCEAN LTD | $445 | 0.00% | 91 | 0 | 0.0% | — | 不变 |
| IDEV | ISHARES TR | $446 | 0.00% | 5 | -24 | -82.8% | -$2,141 | 减仓 |
| AA | ALCOA CORP | $470 | 0.00% | 9 | 9 | — | $470 | 新建仓 |
| RUN | SUNRUN INC | $536 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| VNO | VORNADO RLTY TR | $590 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| ADNT | ADIENT PLC | $607 | 0.00% | 33 | 33 | — | $607 | 新建仓 |
| MTCH | MATCH GROUP INC NEW | $631 | 0.00% | 17 | 1 | 6.2% | $37 | 加仓 |
| ARKG | ARK ETF TR | $631 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| FE | FIRSTENERGY CORP | $714 | 0.00% | 15 | 15 | — | $714 | 新建仓 |
| COWZ | PACER FDS TR | $809 | 0.00% | 13 | 13 | — | $809 | 新建仓 |
| ARKK | ARK ETF TR | $815 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| VEEV | VEEVA SYS INC | $888 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| SKYD | PARAMOUNT SKYDANCE CORP | $888 | 0.00% | 90 | 90 | — | $888 | 新建仓 |
| ARCC | ARES CAPITAL CORP | $890 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| ACWI | ISHARES TR | $942 | 0.00% | 6 | 6 | — | $942 | 新建仓 |
| HST | HOST HOTELS & RESORTS INC | $1,044 | 0.00% | 44 | 44 | — | $1,044 | 新建仓 |
| BIIB | BIOGEN INC | $1,081 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| MP | MP MATERIALS CORP | $1,121 | 0.00% | 20 | -30 | -60.0% | -$1,682 | 减仓 |
| CC | CHEMOURS CO | $1,191 | 0.00% | 58 | 18 | 45.0% | $370 | 加仓 |
| FIDU | FIDELITY COVINGTON TRUST | $1,196 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| BAH | BOOZ ALLEN HAMILTON HLDG COR | $1,214 | 0.00% | 20 | 20 | — | $1,214 | 新建仓 |
| FHLC | FIDELITY COVINGTON TRUST | $1,314 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| OGN | ORGANON & CO | $1,327 | 0.00% | 98 | 50 | 104.2% | $677 | 加仓 |
| — | VANECK ETF TRUST | $1,347 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| TM | TOYOTA MOTOR CORP | $1,348 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| PAVE | GLOBAL X FDS | $1,356 | 0.00% | 23 | -158 | -87.3% | -$9,315 | 减仓 |
| AOA | ISHARES TR | $1,367 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| OPEN | OPENDOOR TECHNOLOGIES INC | $1,382 | 0.00% | 299 | 299 | — | $1,382 | 新建仓 |
| HPQ | HP INC | $1,383 | 0.00% | 63 | 0 | 0.0% | — | 不变 |
| LW | LAMB WESTON HLDGS INC | $1,425 | 0.00% | 33 | 33 | — | $1,425 | 新建仓 |
| CAG | CONAGRA BRANDS INC | $1,468 | 0.00% | 109 | 99 | 990.0% | $1,333 | 重新持有 |
| — | ADVISORSHARES TR | $1,492 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| USHY | ISHARES TR | $1,518 | 0.00% | 41 | -248 | -85.8% | -$9,182 | 减仓 |
| VREX | VAREX IMAGING CORP | $1,659 | 0.00% | 159 | 159 | — | $1,659 | 新建仓 |