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 |
|---|---|---|---|---|---|---|---|---|
| SPTI | SPDR SERIES TRUST | $1.41亿 | 15.62% | 4,915,972 | 270,295 | 5.8% | $774.67万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $1.12亿 | 12.42% | 4,368,968 | -66,827 | -1.5% | -$171.34万 | 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 |
| VOO | VANGUARD INDEX FDS | $7,071.66万 | 7.84% | 118,344 | -2,484 | -2.1% | -$148.43万 | 减仓 |
| IJH | ISHARES TR | $3,996.38万 | 4.43% | 591,793 | -20,816 | -3.4% | -$140.57万 | 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 |
| IVV | ISHARES TR | $2,564.68万 | 2.84% | 39,263 | -565 | -1.4% | -$36.91万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $2,169.50万 | 2.41% | 283,446 | 35,169 | 14.2% | $269.18万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $1,961.33万 | 2.17% | 331,194 | 24,256 | 7.9% | $143.64万 | 加仓 |
| AAPL | APPLE INC | $1,771.26万 | 1.96% | 69,792 | 12,877 | 22.6% | $326.81万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $1,699.39万 | 1.88% | 436,189 | 68,783 | 18.7% | $267.98万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $1,554.44万 | 1.72% | 321,698 | 15,498 | 5.1% | $74.89万 | 加仓 |
| IEMG | ISHARES INC | $1,441.01万 | 1.60% | 206,596 | 9,706 | 4.9% | $67.70万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $1,194.03万 | 1.32% | 80,623 | -2,159 | -2.6% | -$31.97万 | 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 |
| IJR | ISHARES TR | $1,127.82万 | 1.25% | 90,726 | -2,237 | -2.4% | -$27.81万 | 减仓 |
| AMZN | AMAZON COM INC | $1,072.76万 | 1.19% | 51,508 | 466 | 0.9% | $9.71万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $987.81万 | 1.10% | 30,791 | -2,668 | -8.0% | -$85.59万 | 减仓 |
| GOOGL | ALPHABET INC | $961.76万 | 1.07% | 33,445 | -497 | -1.5% | -$14.29万 | 减仓 |
| VO | VANGUARD INDEX FDS | $873.17万 | 0.97% | 30,405 | -1,192 | -3.8% | -$34.23万 | 减仓 |
| JMSB | JOHN MARSHALL BANCORP INC | $709.74万 | 0.79% | 349,969 | 1,545 | 0.4% | $3.13万 | 加仓 |
| MSFT | MICROSOFT CORP | $642.52万 | 0.71% | 17,357 | 282 | 1.7% | $10.44万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $530.11万 | 0.59% | 18,021 | -327 | -1.8% | -$9.62万 | 减仓 |
| XSOE | WISDOMTREE TR | $513.58万 | 0.57% | 128,074 | -5,878 | -4.4% | -$23.57万 | 减仓 |
| SGOV | ISHARES TR | $464.35万 | 0.51% | 46,131 | -4,076 | -8.1% | -$41.03万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $419.73万 | 0.47% | 74,052 | -1,419 | -1.9% | -$8.04万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $373.68万 | 0.41% | 8,555 | 837 | 10.8% | $36.56万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $369.28万 | 0.41% | 21,174 | -100 | -0.5% | -$1.74万 | 减仓 |
| LLY | ELI LILLY & CO | $355.31万 | 0.39% | 3,863 | 74 | 2.0% | $6.81万 | 加仓 |
| IWM | ISHARES TR | $353.55万 | 0.39% | 14,256 | -317 | -2.2% | -$7.86万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $328.06万 | 0.36% | 6,846 | -101 | -1.5% | -$4.84万 | 减仓 |
| VB | VANGUARD INDEX FDS | $317.53万 | 0.35% | 12,123 | -510 | -4.0% | -$13.36万 | 减仓 |
| IDV | ISHARES TR | $313.78万 | 0.35% | 73,727 | -16,757 | -18.5% | -$71.32万 | 减仓 |
| IWD | ISHARES TR | $307.00万 | 0.34% | 14,368 | 255 | 1.8% | $5.45万 | 加仓 |
| PJAN | INNOVATOR ETFS TRUST | $268.87万 | 0.30% | 58,286 | -245 | -0.4% | -$1.13万 | 减仓 |
| META | META PLATFORMS INC | $261.75万 | 0.29% | 4,575 | 21 | 0.5% | $1.20万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $254.88万 | 0.28% | 39,776 | 1,599 | 4.2% | $10.25万 | 加仓 |
| V | VISA INC | $252.53万 | 0.28% | 8,355 | -173 | -2.0% | -$5.23万 | 减仓 |
| AVGO | BROADCOM INC | $241.94万 | 0.27% | 7,817 | 253 | 3.3% | $7.83万 | 加仓 |
| GDX | VANECK ETF TRUST | $237.86万 | 0.26% | 25,919 | -5,365 | -17.1% | -$49.23万 | 减仓 |
| IAUM | ISHARES GOLD TR | $234.16万 | 0.26% | 50,141 | -10,079 | -16.7% | -$47.07万 | 减仓 |
| CAT | CATERPILLAR INC | $231.13万 | 0.26% | 3,262 | 35 | 1.1% | $2.48万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $221.49万 | 0.25% | 11,289 | -169 | -1.5% | -$3.32万 | 减仓 |
| HD | HOME DEPOT INC | $210.88万 | 0.23% | 6,412 | -228 | -3.4% | -$7.50万 | 减仓 |
| RTX | RTX CORPORATION | $203.59万 | 0.23% | 10,554 | -33 | -0.3% | -$6,366 | 减仓 |
| NEE | NEXTERA ENERGY INC | $202.08万 | 0.22% | 21,757 | -76 | -0.3% | -$7,059 | 减仓 |
| EFA | ISHARES TR | $200.22万 | 0.22% | 20,613 | -3,164 | -13.3% | -$30.73万 | 减仓 |
| GOOG | ALPHABET INC | $194.35万 | 0.22% | 6,775 | -200 | -2.9% | -$5.74万 | 减仓 |
| — | EXXON MOBIL CORP | $181.48万 | 0.20% | 10,696 | -284 | -2.6% | -$4.82万 | 减仓 |
| DHR | DANAHER CORP DEL | $181.16万 | 0.20% | 9,537 | 77 | 0.8% | $1.46万 | 加仓 |
| IWF | ISHARES TR | $179.35万 | 0.20% | 4,206 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $178.29万 | 0.20% | 1,789 | 64 | 3.7% | $6.38万 | 加仓 |
| MLM | MARTIN MARIETTA MATLS INC | $176.66万 | 0.20% | 3,001 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TR | $169.39万 | 0.19% | 24,859 | -6,299 | -20.2% | -$42.92万 | 减仓 |
| MRK | MERCK & CO INC | $168.36万 | 0.19% | 13,921 | -84 | -0.6% | -$1.02万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $153.71万 | 0.17% | 2,253 | -44 | -1.9% | -$3.00万 | 减仓 |
| MCD | MCDONALDS CORP | $153.42万 | 0.17% | 4,936 | -209 | -4.1% | -$6.50万 | 减仓 |
| PAPR | INNOVATOR ETFS TRUST | $150.48万 | 0.17% | 37,808 | -77 | -0.2% | -$3,065 | 减仓 |
| IAU | ISHARES GOLD TR | $146.42万 | 0.16% | 16,608 | -67 | -0.4% | -$5,907 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $145.67万 | 0.16% | 26,951 | -72 | -0.3% | -$3,892 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $143.81万 | 0.16% | 58,104 | -5,215 | -8.2% | -$12.91万 | 减仓 |
| ABBV | ABBVIE INC | $138.96万 | 0.15% | 6,389 | -4 | -0.1% | -$870 | 减仓 |
| GDXJ | VANECK ETF TRUST | $136.30万 | 0.15% | 11,354 | -1,348 | -10.6% | -$16.18万 | 减仓 |
| YUM | YUM BRANDS INC | $131.35万 | 0.15% | 8,448 | -80 | -0.9% | -$1.24万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $126.51万 | 0.14% | 6,592 | -168 | -2.5% | -$3.22万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $126.06万 | 0.14% | 5,157 | -562 | -9.8% | -$13.74万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $123.14万 | 0.14% | 4,071 | 27 | 0.7% | $8,167 | 加仓 |
| TJX | TJX COS INC NEW | $121.53万 | 0.13% | 7,610 | -750 | -9.0% | -$11.98万 | 减仓 |
| MCO | MOODYS CORP | $119.62万 | 0.13% | 2,742 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $118.78万 | 0.13% | 7,649 | -764 | -9.1% | -$11.86万 | 减仓 |
| PMAY | INNOVATOR ETFS TRUST | $115.83万 | 0.13% | 29,000 | -965 | -3.2% | -$3.85万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $115.63万 | 0.13% | 8,831 | -329 | -3.6% | -$4.31万 | 减仓 |
| APH | AMPHENOL CORP | $112.02万 | 0.12% | 8,856 | -481 | -5.2% | -$6.08万 | 减仓 |
| SCHO | SCHWAB STRATEGIC TR | $111.56万 | 0.12% | 45,965 | -1,649 | -3.5% | -$4.00万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $109.28万 | 0.12% | 7,566 | -148 | -1.9% | -$2.14万 | 减仓 |
| BRO | BROWN & BROWN INC | $107.56万 | 0.12% | 16,495 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $103.15万 | 0.11% | 6,434 | 309 | 5.0% | $4.95万 | 加仓 |
| AMAT | APPLIED MATLS INC | $102.56万 | 0.11% | 3,001 | 14 | 0.5% | $4,784 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $102.52万 | 0.11% | 17,216 | 11,027 | 178.2% | $65.67万 | 加仓 |
| ACGL | ARCH CAP GROUP LTD | $102.38万 | 0.11% | 10,666 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION | $101.46万 | 0.11% | 3,083 | -144 | -4.5% | -$4.74万 | 减仓 |
| — | MCCORMICK & CO INC | $101.16万 | 0.11% | 20,080 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP | $100.59万 | 0.11% | 3,505 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL | $100.03万 | 0.11% | 29,834 | -1,498 | -4.8% | -$5.02万 | 减仓 |
| NFLX | NETFLIX INC. | $99.46万 | 0.11% | 10,344 | -260 | -2.5% | -$2.50万 | 减仓 |
| CSCO | CISCO SYS INC | $99.00万 | 0.11% | 12,759 | -455 | -3.4% | -$3.53万 | 减仓 |
| AMGN | AMGEN INC | $98.88万 | 0.11% | 2,810 | 256 | 10.0% | $9.01万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $97.62万 | 0.11% | 38,893 | -117 | -0.3% | -$2,937 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $97.27万 | 0.11% | 2,974 | -605 | -16.9% | -$19.79万 | 减仓 |
| GE | GE AEROSPACE | $95.11万 | 0.11% | 3,349 | 46 | 1.4% | $1.31万 | 加仓 |
| LEU | CENTRUS ENERGY CORP | $89.83万 | 0.10% | 5,175 | 0 | 0.0% | — | 不变 |
| AUB | ATLANTIC UN BANKSHARES CORP | $89.47万 | 0.10% | 25,033 | 1,800 | 7.7% | $6.43万 | 加仓 |
| IUSV | ISHARES TR | $89.38万 | 0.10% | 8,741 | -494 | -5.3% | -$5.05万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $88.72万 | 0.10% | 23,445 | -1,169 | -4.7% | -$4.42万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $87.34万 | 0.10% | 1,748 | 6 | 0.3% | $2,998 | 加仓 |
| CVX | CHEVRON CORPORATION | $82.95万 | 0.09% | 4,009 | -346 | -7.9% | -$7.16万 | 减仓 |
| BNL | BROADSTONE NET LEASE INC | $80.51万 | 0.09% | 43,978 | -1,580 | -3.5% | -$2.89万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $79.33万 | 0.09% | 2,625 | -140 | -5.1% | -$4.23万 | 减仓 |
| SCHR | SCHWAB STRATEGIC TR | $77.44万 | 0.09% | 31,087 | 2,870 | 10.2% | $7.15万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $76.55万 | 0.08% | 4,867 | -173 | -3.4% | -$2.72万 | 减仓 |