Evernest Financial Advisors, LLC
CARMEL IN · SEC CIK 0002009530
$4.78亿2026Q2 申报市值
191持仓数
46.9%前十大占比 · 第一大 7.2%
22 / 12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
RSP 加仓+$224.15万
SPSM 加仓+$217.92万
DYNF 加仓+$125.10万
FENI 加仓+$121.60万
TATT 新建仓+$117.54万
2026Q2 卖出最多 按季末市值估算
AAPL 减仓-$2,368.93万
VO 减仓-$347.10万
CGIE 减仓-$261.83万
VGT 减仓-$190.18万
VUG 减仓-$173.15万
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 |
|---|---|---|---|---|---|---|---|---|
| XPEL | XPEL INC | $0 | 0.00% | 0 | -20,250 | -100.0% | -$94.16万 | 清仓 |
| — | CURIOSITYSTREAM INC | $0 | 0.00% | 0 | -135,234 | -100.0% | -$44.02万 | 清仓 |
| — | CPS TECHNOLOGIES CORP | $0 | 0.00% | 0 | -68,300 | -100.0% | -$35.52万 | 清仓 |
| — | PRECIPIO INC | $0 | 0.00% | 0 | -9,500 | -100.0% | -$29.16万 | 清仓 |
| — | TIDAL TRUST II | $0 | 0.00% | 0 | -14,300 | -100.0% | -$29.02万 | 清仓 |
| — | HERITAGE GLOBAL INC | $0 | 0.00% | 0 | -194,000 | -100.0% | -$27.35万 | 清仓 |
| IAU | ISHARES GOLD TR | $0 | 0.00% | 0 | -2,534 | -100.0% | -$22.32万 | 清仓 |
| XLRE | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -5,036 | -100.0% | -$21.90万 | 清仓 |
| CBRE | CBRE GROUP INC | $0 | 0.00% | 0 | -1,405 | -100.0% | -$20.54万 | 清仓 |
| — | IDENTIV INC | $0 | 0.00% | 0 | -41,000 | -100.0% | -$19.48万 | 清仓 |
| — | NETSOL TECHNOLOGIES INC | $0 | 0.00% | 0 | -52,600 | -100.0% | -$18.20万 | 清仓 |
| — | STRAN & COMPANY INC | $0 | 0.00% | 0 | -31,000 | -100.0% | -$4.87万 | 清仓 |
| — | GOSSAMER BIO INC | $4,406 | 0.00% | 26,769 | -2,000 | -7.0% | -$329 | 减仓 |
| — | SAN JUAN BASIN RTY TR | $3.53万 | 0.01% | 11,000 | 0 | 0.0% | — | 不变 |
| — | AIRJOULE TECHNOLOGIES CORP | $7.26万 | 0.02% | 13,105 | 13,105 | — | $7.26万 | 新建仓 |
| — | WESTWATER RES INC | $8.08万 | 0.02% | 160,000 | 40,000 | 33.3% | $2.02万 | 加仓 |
| — | GRABAGUN DIGITAL HLDGS INC | $13.45万 | 0.03% | 59,000 | 59,000 | — | $13.45万 | 新建仓 |
| — | DHI GROUP INC | $17.56万 | 0.04% | 47,337 | 47,337 | — | $17.56万 | 新建仓 |
| PGR | PROGRESSIVE CORP | $20.40万 | 0.04% | 934 | 934 | — | $20.40万 | 新建仓 |
| CRH | CRH PLC | $20.94万 | 0.04% | 1,957 | -395 | -16.8% | -$4.23万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $20.99万 | 0.04% | 864 | 864 | — | $20.99万 | 新建仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $21.11万 | 0.04% | 1,715 | 0 | 0.0% | — | 不变 |
| IUSG | ISHARES TR | $21.31万 | 0.04% | 1,133 | 0 | 0.0% | — | 不变 |
| XLV | SELECT SECTOR SPDR TR | $21.43万 | 0.04% | 1,351 | 23 | 1.7% | $3,649 | 重新持有 |
| SEZL | SEZZLE INC | $21.45万 | 0.04% | 1,250 | 1,250 | — | $21.45万 | 新建仓 |
| TSLA | TESLA INC | $22.42万 | 0.05% | 533 | 533 | — | $22.42万 | 新建仓 |
| PNC | PNC FINL SVCS GROUP INC | $22.73万 | 0.05% | 923 | 923 | — | $22.73万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $22.83万 | 0.05% | 393 | 393 | — | $22.83万 | 新建仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $23.08万 | 0.05% | 4,766 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $23.63万 | 0.05% | 667 | 0 | 0.0% | — | 不变 |
| AIR | AAR CORP | $23.80万 | 0.05% | 1,665 | 1,665 | — | $23.80万 | 新建仓 |
| — | SUPERCOM LTD NEW | $24.02万 | 0.05% | 21,000 | 21,000 | — | $24.02万 | 新建仓 |
| KLAC | KLA CORP | $24.14万 | 0.05% | 800 | 800 | — | $24.14万 | 新建仓 |
| JAKK | JAKKS PAC INC | $24.84万 | 0.05% | 10,671 | 10,671 | — | $24.84万 | 新建仓 |
| IMCB | ISHARES TR | $25.55万 | 0.05% | 2,646 | 0 | 0.0% | — | 不变 |
| BBJP | J P MORGAN EXCHANGE TRADED F | $25.58万 | 0.05% | 3,396 | 395 | 13.2% | $2.97万 | 加仓 |
| ETN | EATON CORP PLC | $25.65万 | 0.05% | 602 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO | $25.83万 | 0.05% | 2,817 | 389 | 16.0% | $3.57万 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $26.57万 | 0.06% | 3,547 | 13 | 0.4% | $974 | 加仓 |
| AMT | AMERICAN TOWER CORP | $26.66万 | 0.06% | 1,630 | 212 | 15.0% | $3.47万 | 加仓 |
| — | SIFCO INDS INC | $26.68万 | 0.06% | 11,400 | 11,400 | — | $26.68万 | 新建仓 |
| IVOO | VANGUARD ADMIRAL FDS INC | $26.88万 | 0.06% | 2,061 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $27.17万 | 0.06% | 2,273 | -15,911 | -87.5% | -$190.18万 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $27.32万 | 0.06% | 1,639 | -119 | -6.8% | -$1.98万 | 减仓 |
| TDVG | T ROWE PRICE EXCHANGE-TRADED | $27.43万 | 0.06% | 5,595 | -1,061 | -15.9% | -$5.20万 | 减仓 |
| SPG | SIMON PPTY GROUP INC NEW | $27.61万 | 0.06% | 1,235 | -450 | -26.7% | -$10.06万 | 减仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $27.68万 | 0.06% | 2,280 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $27.96万 | 0.06% | 820 | 820 | — | $27.96万 | 新建仓 |
| BBCA | J P MORGAN EXCHANGE TRADED F | $29.05万 | 0.06% | 2,923 | 198 | 7.3% | $1.97万 | 加仓 |
| — | ROUNDHILL ETF TRUST | $29.34万 | 0.06% | 5,735 | 5,735 | — | $29.34万 | 新建仓 |
| VOT | VANGUARD INDEX FDS | $29.99万 | 0.06% | 979 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES TR | $30.06万 | 0.06% | 2,186 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $30.10万 | 0.06% | 3,127 | -549 | -14.9% | -$5.28万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $30.49万 | 0.06% | 1,520 | 6 | 0.4% | $1,204 | 加仓 |
| ACWI | ISHARES TR | $30.58万 | 0.06% | 1,948 | 0 | 0.0% | — | 不变 |
| LNG | CHENIERE ENERGY INC | $31.91万 | 0.07% | 1,335 | -4 | -0.3% | -$956 | 减仓 |
| CMI | CUMMINS INC | $31.94万 | 0.07% | 448 | 1 | 0.2% | $713 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $32.12万 | 0.07% | 673 | -223 | -24.9% | -$10.64万 | 减仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $32.51万 | 0.07% | 6,112 | -8 | -0.1% | -$426 | 减仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $33.66万 | 0.07% | 1,970 | 1,970 | — | $33.66万 | 新建仓 |
| NOC | NORTHROP GRUMMAN CORP | $33.92万 | 0.07% | 666 | -36 | -5.1% | -$1.83万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $34.64万 | 0.07% | 4,022 | -20,104 | -83.3% | -$173.15万 | 减仓 |
| BBEU | J P MORGAN EXCHANGE TRADED F | $34.82万 | 0.07% | 4,477 | 247 | 5.8% | $1.92万 | 加仓 |
| LIN | LINDE PLC | $35.08万 | 0.07% | 676 | 39 | 6.1% | $2.02万 | 加仓 |
| IWD | ISHARES TR | $35.44万 | 0.07% | 1,462 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $35.86万 | 0.07% | 311 | 311 | — | $35.86万 | 新建仓 |
| XME | SPDR SERIES TRUST | $36.44万 | 0.08% | 3,408 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP | $38.12万 | 0.08% | 1,535 | -296 | -16.2% | -$7.35万 | 减仓 |
| IXUS | ISHARES TR | $38.31万 | 0.08% | 4,014 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $38.74万 | 0.08% | 4,269 | -343 | -7.4% | -$3.11万 | 减仓 |
| EFA | ISHARES TR | $39.03万 | 0.08% | 3,758 | 2 | 0.1% | $208 | 加仓 |
| HONA | HONEYWELL AEROSPACE INC | $39.24万 | 0.08% | 1,775 | 1,775 | — | $39.24万 | 新建仓 |
| HON | HONEYWELL INTL INC | $39.74万 | 0.08% | 1,775 | -1,821 | -50.6% | -$40.77万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $41.13万 | 0.09% | 9,715 | 1,631 | 20.2% | $6.91万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $41.15万 | 0.09% | 3,307 | 14 | 0.4% | $1,742 | 加仓 |
| SBUX | STARBUCKS CORP | $41.27万 | 0.09% | 4,038 | 50 | 1.3% | $5,110 | 加仓 |
| TSSI | TSS INC DEL | $43.05万 | 0.09% | 35,000 | 35,000 | — | $43.05万 | 新建仓 |
| BLK | BLACKROCK INC | $43.09万 | 0.09% | 448 | -20 | -4.3% | -$1.92万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $43.26万 | 0.09% | 1,932 | -6 | -0.3% | -$1,344 | 减仓 |
| EEM | ISHARES TR | $43.51万 | 0.09% | 6,360 | 900 | 16.5% | $6.16万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $44.47万 | 0.09% | 1,644 | -33 | -2.0% | -$8,927 | 减仓 |
| USFR | WISDOMTREE TR | $44.65万 | 0.09% | 8,868 | -43 | -0.5% | -$2,165 | 减仓 |
| WFC | WELLS FARGO & CO | $44.87万 | 0.09% | 5,430 | -312 | -5.4% | -$2.58万 | 减仓 |
| MAMA | MAMAS CREATIONS INC | $45.95万 | 0.10% | 25,742 | 5,500 | 27.2% | $9.82万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $46.14万 | 0.10% | 1,065 | 0 | 0.0% | — | 不变 |
| VOOV | VANGUARD ADMIRAL FDS INC | $46.97万 | 0.10% | 2,143 | 0 | 0.0% | — | 不变 |
| — | THE BEACHBODY COMPANY INC | $48.39万 | 0.10% | 47,350 | 18,275 | 62.9% | $18.68万 | 加仓 |
| IWF | ISHARES TR | $49.07万 | 0.10% | 3,952 | 0 | 0.0% | — | 不变 |
| — | GENASYS INC | $49.36万 | 0.10% | 290,345 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LIMITED | $51.71万 | 0.11% | 1,518 | -30 | -1.9% | -$1.02万 | 减仓 |
| CAH | CARDINAL HEALTH INC | $52.03万 | 0.11% | 2,190 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $54.20万 | 0.11% | 9,081 | 124 | 1.4% | $7,401 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $56.11万 | 0.12% | 2,945 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PARTNERS L | $56.50万 | 0.12% | 15,369 | -4,631 | -23.2% | -$17.02万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $59.57万 | 0.12% | 20,242 | 1 | 0.0% | $29 | 加仓 |
| — | SANARA MEDTECH INC | $60.63万 | 0.13% | 25,700 | 25,700 | — | $60.63万 | 新建仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $61.27万 | 0.13% | 871 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC | $62.08万 | 0.13% | 8,006 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $62.44万 | 0.13% | 2,832 | 2 | 0.1% | $441 | 加仓 |
| MCK | MCKESSON CORP | $64.91万 | 0.14% | 859 | 0 | 0.0% | — | 不变 |