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 |
|---|---|---|---|---|---|---|---|---|
| XLC | SELECT SECTOR SPDR TR | $5,654 | 0.00% | 51 | 51 | — | $5,654 | 新建仓 |
| RCL | ROYAL CARIBBEAN GROUP | $5,534 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| IGM | ISHARES TR | $5,333 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV | $5,284 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| ESGD | ISHARES TR | $5,260 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| VMBS | VANGUARD SCOTTSDALE FDS | $5,259 | 0.00% | 112 | 112 | — | $5,259 | 新建仓 |
| ITB | ISHARES TR | $5,252 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| NMAX | NEWSMAX INC | $5,220 | 0.00% | 1,000 | 1,000 | — | $5,220 | 新建仓 |
| HGER | HARBOR ETF TRUST | $5,117 | 0.00% | 165 | 165 | — | $5,117 | 新建仓 |
| SHLD | GLOBAL X FDS | $5,030 | 0.00% | 71 | 0 | 0.0% | — | 不变 |
| GUNR | FLEXSHARES TR | $4,910 | 0.00% | 89 | 89 | — | $4,910 | 新建仓 |
| INSM | INSMED INC | $4,906 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| ILMN | ILLUMINA INC | $4,808 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| WAB | WABTEC | $4,749 | 0.00% | 19 | 2 | 11.8% | $500 | 加仓 |
| SOLV | SOLVENTUM CORP | $4,702 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $4,662 | 0.00% | 62 | 22 | 55.0% | $1,654 | 加仓 |
| VHT | VANGUARD WORLD FD | $4,630 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| EUAD | SPINNAKER ETF SERIES | $4,360 | 0.00% | 107 | 0 | 0.0% | — | 不变 |
| KD | KYNDRYL HLDGS INC | $4,291 | 0.00% | 327 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES TR | $4,279 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC | $4,278 | 0.00% | 46 | -54 | -54.0% | -$5,022 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $4,163 | 0.00% | 24 | -31 | -56.4% | -$5,377 | 重新持有 |
| BAX | BAXTER INTL INC | $4,032 | 0.00% | 240 | 0 | 0.0% | — | 不变 |
| MKC | MCCORMICK & CO INC | $3,935 | 0.00% | 78 | 0 | 0.0% | — | 不变 |
| DOW | DOW HLDGS INC | $3,541 | 0.00% | 85 | 0 | 0.0% | — | 不变 |
| TDG | TRANSDIGM GROUP INC | $3,477 | 0.00% | 3 | 3 | — | $3,477 | 新建仓 |
| URA | GLOBAL X FDS | $3,391 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| LQD | ISHARES TR | $3,270 | 0.00% | 30 | 30 | — | $3,270 | 新建仓 |
| XLB | SELECT SECTOR SPDR TR | $3,199 | 0.00% | 64 | 64 | — | $3,199 | 新建仓 |
| VOX | VANGUARD WORLD FD | $3,058 | 0.00% | 17 | 17 | — | $3,058 | 新建仓 |
| FSLR | FIRST SOLAR INC | $2,959 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| IYK | ISHARES TR | $2,942 | 0.00% | 42 | 42 | — | $2,942 | 新建仓 |
| VNOM | VIPER ENERGY INC | $2,914 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| IYZ | ISHARES TR | $2,910 | 0.00% | 74 | 15 | 25.4% | $590 | 加仓 |
| REPX | RILEY EXPLORATION PERMIAN IN | $2,734 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| IYC | ISHARES TR | $2,714 | 0.00% | 28 | 28 | — | $2,714 | 新建仓 |
| GBIL | GOLDMAN SACHS ETF TR | $2,706 | 0.00% | 27 | 27 | — | $2,706 | 新建仓 |
| AZZ | AZZ INC | $2,634 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| BNDX | VANGUARD CHARLOTTE FDS | $2,547 | 0.00% | 53 | 53 | — | $2,547 | 新建仓 |
| IDEV | ISHARES TR | $2,424 | 0.00% | 29 | 24 | 480.0% | $2,006 | 加仓 |
| MP | MP MATERIALS CORP | $2,413 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| XRAY | DENTSPLY SIRONA INC | $2,320 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $2,309 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $2,267 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| LEN | LENNAR CORP | $2,171 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| TFI | SPDR SERIES TRUST | $2,086 | 0.00% | 46 | 46 | — | $2,086 | 新建仓 |
| SIRI | SIRIUSXM HOLDINGS INC | $1,847 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| ESGE | ISHARES INC | $1,819 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| VTRS | VIATRIS INC | $1,676 | 0.00% | 124 | 0 | 0.0% | — | 不变 |
| SCI | SERVICE CORP INTL | $1,651 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| TM | TOYOTA MOTOR CORP | $1,649 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| LUMN | LUMEN TECHNOLOGIES INC | $1,620 | 0.00% | 233 | 0 | 0.0% | — | 不变 |
| JPST | J P MORGAN EXCHANGE TRADED F | $1,620 | 0.00% | 32 | 32 | — | $1,620 | 新建仓 |
| MUB | ISHARES TR | $1,487 | 0.00% | 14 | 14 | — | $1,487 | 新建仓 |
| DYNF | BLACKROCK ETF TRUST | $1,455 | 0.00% | 25 | 25 | — | $1,455 | 新建仓 |
| — | VANECK ETF TRUST | $1,358 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| — | ADVISORSHARES TR | $1,242 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| AOA | ISHARES TR | $1,239 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| HPQ | HP INC | $1,211 | 0.00% | 63 | 0 | 0.0% | — | 不变 |
| NOK | NOKIA CORP | $1,206 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| FHLC | FIDELITY COVINGTON TRUST | $1,197 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| FIDU | FIDELITY COVINGTON TRUST | $1,039 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| STIP | ISHARES TR | $931 | 0.00% | 9 | 9 | — | $931 | 新建仓 |
| BIIB | BIOGEN INC | $917 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| CC | CHEMOURS CO | $882 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| VEEV | VEEVA SYS INC | $879 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP | $867 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| ARCC | ARES CAPITAL CORP | $865 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| ARKK | ARK ETF TR | $682 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| RIG | TRANSOCEAN LTD | $604 | 0.00% | 91 | 0 | 0.0% | — | 不变 |
| ZTS | ZOETIS INC | $592 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| RUN | SUNRUN INC | $543 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| EXC | EXELON CORP | $526 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| MTCH | MATCH GROUP INC NEW | $507 | 0.00% | 16 | -540 | -97.1% | -$1.71万 | 减仓 |
| — | ELME COMMUNITIES | $402 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| ARKG | ARK ETF TR | $397 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| VNO | VORNADO RLTY TR | $390 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| TSCO | TRACTOR SUPPLY CO | $355 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| RYN | RAYONIER INC | $323 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| OGN | ORGANON & CO | $288 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| WAL | WESTERN ALLIANCE BANCORP | $213 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS DISCOVERY INC | $193 | 0.00% | 7 | -713 | -99.0% | -$1.97万 | 减仓 |
| SCHP | SCHWAB STRATEGIC TR | $187 | 0.00% | 7 | 7 | — | $187 | 新建仓 |
| SEDG | SOLAREDGE TECHNOLOGIES INC | $154 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| NOV | NOV INC | $151 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| — | LITE STRATEGY INC | $147 | 0.00% | 126 | 0 | 0.0% | — | 不变 |
| DXC | DXC TECHNOLOGY CO | $101 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| ICLN | ISHARES TR | $92 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| PLUG | PLUG PWR INC | $86 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| VOD | VODAFONE GROUP PLC | $61 | 0.00% | 4 | -585 | -99.3% | -$8,921 | 减仓 |
| UAA | UNDER ARMOUR INC | $54 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| UA | UNDER ARMOUR INC | $53 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| DNOW | DNOW INC | $24 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | CALIDI BIOTHERAPEUTICS INC | $1 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| TYL | TYLER TECHNOLOGIES INC | $0 | 0.00% | 0 | -346 | -100.0% | -$15.71万 | 清仓 |
| WSO | WATSCO INC | $0 | 0.00% | 0 | -295 | -100.0% | -$9.94万 | 清仓 |
| WSM | WILLIAMS SONOMA INC | $0 | 0.00% | 0 | -330 | -100.0% | -$5.89万 | 清仓 |
| KOMP | SPDR SERIES TRUST | $0 | 0.00% | 0 | -390 | -100.0% | -$2.33万 | 清仓 |
| PCAR | PACCAR INC | $0 | 0.00% | 0 | -183 | -100.0% | -$2.03万 | 清仓 |
| CHRW | C H ROBINSON WORLDWIDE INC | $0 | 0.00% | 0 | -124 | -100.0% | -$2.00万 | 清仓 |