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 |
|---|---|---|---|---|---|---|---|---|
| GPC | GENUINE PARTS CO | $1.82万 | 0.00% | 170 | 0 | 0.0% | — | 不变 |
| KYN | KAYNE ANDERSON ENERGY INFRST | $1.81万 | 0.00% | 1,266 | 0 | 0.0% | — | 不变 |
| EVRG | EVERGY INC | $1.80万 | 0.00% | 220 | 0 | 0.0% | — | 不变 |
| HCA | HCA HEALTHCARE INC | $1.80万 | 0.00% | 38 | -4 | -9.5% | -$1,893 | 减仓 |
| GSLC | GOLDMAN SACHS ETF TR | $1.78万 | 0.00% | 142 | 142 | — | $1.78万 | 新建仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $1.73万 | 0.00% | 132 | -15 | -10.2% | -$1,964 | 减仓 |
| ETR | ENTERGY CORP NEW | $1.71万 | 0.00% | 152 | 0 | 0.0% | — | 不变 |
| VSNT | VERSANT MEDIA GROUP INC | $1.69万 | 0.00% | 456 | 456 | — | $1.69万 | 新建仓 |
| RAL | RALLIANT CORP | $1.68万 | 0.00% | 403 | -90 | -18.3% | -$3,743 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $1.67万 | 0.00% | 300 | 300 | — | $1.67万 | 新建仓 |
| SO | SOUTHERN CO | $1.64万 | 0.00% | 170 | 0 | 0.0% | — | 不变 |
| PYPL | PAYPAL HLDGS INC | $1.62万 | 0.00% | 358 | 0 | 0.0% | — | 不变 |
| NANR | SPDR INDEX SHS FDS | $1.61万 | 0.00% | 192 | 4 | 2.1% | $336 | 加仓 |
| SOXQ | INVESCO EXCH TRADED FD TR II | $1.58万 | 0.00% | 265 | 0 | 0.0% | — | 不变 |
| DSI | ISHARES TR | $1.58万 | 0.00% | 130 | 0 | 0.0% | — | 不变 |
| IWS | ISHARES TR | $1.56万 | 0.00% | 107 | 0 | 0.0% | — | 不变 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $1.55万 | 0.00% | 205 | 205 | — | $1.55万 | 新建仓 |
| UBER | UBER TECHNOLOGIES INC | $1.54万 | 0.00% | 214 | 0 | 0.0% | — | 不变 |
| MTBA | SIMPLIFY EXCHANGE TRADED FUN | $1.52万 | 0.00% | 307 | 307 | — | $1.52万 | 新建仓 |
| — | GLOBAL X FDS | $1.52万 | 0.00% | 491 | 0 | 0.0% | — | 不变 |
| NYT | NEW YORK TIMES CO MTN BE | $1.51万 | 0.00% | 180 | 0 | 0.0% | — | 不变 |
| SPGP | INVESCO EXCHANGE TRADED FD T | $1.51万 | 0.00% | 140 | 0 | 0.0% | — | 不变 |
| PFS | PROVIDENT FINL SVCS INC | $1.50万 | 0.00% | 709 | 0 | 0.0% | — | 不变 |
| TYG | TORTOISE ENERGY INFRSTRCTR C | $1.49万 | 0.00% | 298 | 0 | 0.0% | — | 不变 |
| EMBJ | EMBRAER S.A. | $1.48万 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| XLI | SELECT SECTOR SPDR TR | $1.47万 | 0.00% | 91 | 91 | — | $1.47万 | 新建仓 |
| QTUM | ETF SER SOLUTIONS | $1.46万 | 0.00% | 136 | 136 | — | $1.46万 | 新建仓 |
| O | REALTY INCOME CORP | $1.46万 | 0.00% | 238 | 0 | 0.0% | — | 不变 |
| SPEM | SPDR INDEX SHS FDS | $1.45万 | 0.00% | 310 | 0 | 0.0% | — | 不变 |
| EOG | EOG RES INC | $1.45万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| VRTX | VERTEX PHARMACEUTICALS INC | $1.43万 | 0.00% | 32 | -4 | -11.1% | -$1,786 | 减仓 |
| DG | DOLLAR GEN CORP | $1.42万 | 0.00% | 120 | -15 | -11.1% | -$1,781 | 减仓 |
| SRLN | SSGA ACTIVE ETF TR | $1.40万 | 0.00% | 348 | 348 | — | $1.40万 | 新建仓 |
| IXC | ISHARES TR | $1.36万 | 0.00% | 236 | 0 | 0.0% | — | 不变 |
| RSG | REPUBLIC SVCS INC | $1.36万 | 0.00% | 62 | 16 | 34.8% | $3,505 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $1.31万 | 0.00% | 95 | 0 | 0.0% | — | 不变 |
| IHAK | ISHARES TR | $1.31万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP | $1.28万 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| IYG | ISHARES TR | $1.27万 | 0.00% | 153 | 153 | — | $1.27万 | 新建仓 |
| BN | BROOKFIELD CORP | $1.26万 | 0.00% | 312 | 0 | 0.0% | — | 不变 |
| PKB | INVESCO EXCHANGE TRADED FD T | $1.22万 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| EEMX | SPDR INDEX SHS FDS | $1.22万 | 0.00% | 275 | -25 | -8.3% | -$1,105 | 减仓 |
| OGS | ONE GAS INC | $1.21万 | 0.00% | 140 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $1.20万 | 0.00% | 73 | 54 | 284.2% | $8,887 | 加仓 |
| EFV | ISHARES TR | $1.18万 | 0.00% | 159 | 0 | 0.0% | — | 不变 |
| PPA | INVESCO EXCHANGE TRADED FD T | $1.18万 | 0.00% | 71 | 0 | 0.0% | — | 不变 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $1.17万 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| CSL | CARLISLE COS INC | $1.17万 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| IJJ | ISHARES TR | $1.17万 | 0.00% | 88 | 88 | — | $1.17万 | 新建仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $1.17万 | 0.00% | 153 | -46 | -23.1% | -$3,504 | 减仓 |
| THM | INTERNATIONAL TOWER HILL MIN | $1.15万 | 0.00% | 5,000 | 0 | 0.0% | — | 不变 |
| BABA | ALIBABA GROUP HLDG LTD | $1.12万 | 0.00% | 89 | 0 | 0.0% | — | 不变 |
| SPOT | SPOTIFY TECHNOLOGY S A | $1.12万 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| GSK | GSK PLC | $1.10万 | 0.00% | 198 | 0 | 0.0% | — | 不变 |
| VSS | VANGUARD INTL EQUITY INDEX F | $1.09万 | 0.00% | 75 | -75 | -50.0% | -$1.09万 | 减仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $1.09万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $1.09万 | 0.00% | 174 | 4 | 2.4% | $250 | 加仓 |
| LVHD | LEGG MASON ETF INVT | $1.08万 | 0.00% | 253 | 253 | — | $1.08万 | 新建仓 |
| SPHD | INVESCO EXCH TRADED FD TR II | $1.07万 | 0.00% | 215 | 215 | — | $1.07万 | 新建仓 |
| USHY | ISHARES TR | $1.06万 | 0.00% | 289 | 289 | — | $1.06万 | 新建仓 |
| GLW | CORNING INC | $9,926 | 0.00% | 73 | 0 | 0.0% | — | 不变 |
| IRM | IRON MTN INC DEL | $9,908 | 0.00% | 97 | -1,044 | -91.5% | -$10.66万 | 重新持有 |
| BIPC | BROOKFIELD INFRASTRUCTURE CO | $9,841 | 0.00% | 249 | 0 | 0.0% | — | 不变 |
| AVEM | AMERICAN CENTY ETF TR | $9,751 | 0.00% | 121 | 121 | — | $9,751 | 新建仓 |
| VNT | VONTIER CORPORATION | $9,506 | 0.00% | 268 | 0 | 0.0% | — | 不变 |
| NVO | NOVO-NORDISK A S | $9,492 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| TEL | TE CONNECTIVITY PLC | $9,406 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| ARTY | ISHARES TR | $9,306 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| PAVE | GLOBAL X FDS | $9,197 | 0.00% | 181 | 158 | 687.0% | $8,028 | 加仓 |
| AEG | AEGON LTD | $9,068 | 0.00% | 1,249 | 0 | 0.0% | — | 不变 |
| SWK | STANLEY BLACK & DECKER INC | $8,954 | 0.00% | 126 | 0 | 0.0% | — | 不变 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $8,759 | 0.00% | 166 | 0 | 0.0% | — | 不变 |
| MBB | ISHARES TR | $8,736 | 0.00% | 92 | 92 | — | $8,736 | 新建仓 |
| IBB | ISHARES TR | $8,443 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $8,262 | 0.00% | 121 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC | $7,919 | 0.00% | 19 | 19 | — | $7,919 | 新建仓 |
| SNOW | SNOWFLAKE INC | $7,843 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| MOS | MOSAIC CO | $7,778 | 0.00% | 305 | 0 | 0.0% | — | 不变 |
| SMR | NUSCALE PWR CORP | $7,588 | 0.00% | 700 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD INDEX FDS | $7,472 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| GM | GENERAL MTRS CO | $7,450 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| PAYX | PAYCHEX INC | $7,370 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $7,362 | 0.00% | 120 | 0 | 0.0% | — | 不变 |
| ULTA | ULTA BEAUTY INC | $7,318 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| KR | KROGER CO | $7,236 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| VST | VISTRA CORP | $7,216 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| EMB | ISHARES TR | $7,139 | 0.00% | 76 | 76 | — | $7,139 | 新建仓 |
| CTVA | CORTEVA INC | $7,116 | 0.00% | 85 | 0 | 0.0% | — | 不变 |
| NXPI | NXP SEMICONDUCTORS N V | $6,694 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| MGC | VANGUARD WORLD FD | $6,618 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| BKR | BAKER HUGHES COMPANY | $6,533 | 0.00% | 107 | 0 | 0.0% | — | 不变 |
| — | TEVA PHARMACEUTICAL INDS LTD | $6,506 | 0.00% | 216 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT | $6,486 | 0.00% | 15 | 13 | 650.0% | $5,621 | 加仓 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $6,288 | 0.00% | 363 | 203 | 126.9% | $3,516 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $6,231 | 0.00% | 76 | 76 | — | $6,231 | 新建仓 |
| KHC | KRAFT HEINZ CO | $5,960 | 0.00% | 265 | -72 | -21.4% | -$1,619 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $5,876 | 0.00% | 119 | 119 | — | $5,876 | 新建仓 |
| VAC | MARRIOTT VACATIONS WORLDWIDE | $5,861 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| NFRA | FLEXSHARES TR | $5,756 | 0.00% | 90 | 90 | — | $5,756 | 新建仓 |
| IDU | ISHARES TR | $5,690 | 0.00% | 49 | 26 | 113.0% | $3,019 | 加仓 |