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 |
|---|---|---|---|---|---|---|---|---|
| ODFL | OLD DOMINION FREIGHT LINE IN | $65.15万 | 0.14% | 3,008 | 2 | 0.1% | $433 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $66.23万 | 0.14% | 17,964 | 52 | 0.3% | $1,917 | 加仓 |
| XLB | SELECT SECTOR SPDR TR | $66.85万 | 0.14% | 13,151 | -617 | -4.5% | -$3.14万 | 减仓 |
| — | EXXON MOBIL CORP | $67.32万 | 0.14% | 4,924 | 0 | 0.0% | — | 不变 |
| — | LENSAR INC | $67.44万 | 0.14% | 118,100 | 52,100 | 78.9% | $29.75万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $68.72万 | 0.14% | 4,687 | 390 | 9.1% | $5.72万 | 加仓 |
| AGG | ISHARES TR | $68.98万 | 0.14% | 6,969 | -108 | -1.5% | -$1.07万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $70.33万 | 0.15% | 719 | 49 | 7.3% | $4.79万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $70.62万 | 0.15% | 3,813 | -16 | -0.4% | -$2,963 | 减仓 |
| RSG | REPUBLIC SVCS INC | $71.28万 | 0.15% | 3,345 | -22 | -0.7% | -$4,688 | 减仓 |
| AON | AON PLC | $74.36万 | 0.16% | 2,242 | 12 | 0.5% | $3,980 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $75.79万 | 0.16% | 14,985 | -430 | -2.8% | -$2.17万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $78.29万 | 0.16% | 21,668 | 30 | 0.1% | $1,084 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $79.19万 | 0.17% | 2,816 | 363 | 14.8% | $10.21万 | 加仓 |
| CVX | CHEVRON CORPORATION | $81.29万 | 0.17% | 4,904 | -58 | -1.2% | -$9,614 | 减仓 |
| DHR | DANAHER CORP DEL | $87.25万 | 0.18% | 4,581 | -173 | -3.6% | -$3.30万 | 减仓 |
| — | RAPID MICRO BIOSYSTEMS INC | $87.54万 | 0.18% | 506,000 | 73,490 | 17.0% | $12.71万 | 加仓 |
| DGRO | ISHARES TR | $89.41万 | 0.19% | 11,797 | 0 | 0.0% | — | 不变 |
| — | BOS BETTER ONLINE SOLUTIONS | $89.42万 | 0.19% | 199,148 | 17,736 | 9.8% | $7.96万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $90.14万 | 0.19% | 12,651 | 190 | 1.5% | $1.35万 | 加仓 |
| V | VISA INC | $90.99万 | 0.19% | 2,652 | -335 | -11.2% | -$11.49万 | 减仓 |
| META | META PLATFORMS INC | $91.97万 | 0.19% | 1,633 | 94 | 6.1% | $5.29万 | 加仓 |
| VB | VANGUARD INDEX FDS | $94.59万 | 0.20% | 3,120 | 0 | 0.0% | — | 不变 |
| SPYM | SPDR SERIES TRUST | $94.61万 | 0.20% | 10,766 | 766 | 7.7% | $6.73万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $94.77万 | 0.20% | 2,280 | 183 | 8.7% | $7.61万 | 加仓 |
| ADI | ANALOG DEVICES INC | $95.99万 | 0.20% | 2,417 | -65 | -2.6% | -$2.58万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $100.26万 | 0.21% | 3,037 | 49 | 1.6% | $1.62万 | 加仓 |
| BALL | BALL CORP | $101.07万 | 0.21% | 16,197 | -13 | -0.1% | -$811 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $104.74万 | 0.22% | 2,056 | -98 | -4.5% | -$4.99万 | 减仓 |
| BAC | BANK OF AMER CORP | $108.18万 | 0.23% | 18,986 | 701 | 3.8% | $3.99万 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $108.57万 | 0.23% | 12,050 | 0 | 0.0% | — | 不变 |
| VLO | VALERO ENERGY CORP | $108.86万 | 0.23% | 4,180 | -820 | -16.4% | -$21.36万 | 减仓 |
| MO | ALTRIA GROUP INC | $110.53万 | 0.23% | 15,363 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $110.97万 | 0.23% | 1,186 | 25 | 2.2% | $2.34万 | 加仓 |
| HD | HOME DEPOT INC | $111.82万 | 0.23% | 3,170 | -237 | -7.0% | -$8.36万 | 减仓 |
| VO | VANGUARD INDEX FDS | $115.70万 | 0.24% | 14,360 | -43,080 | -75.0% | -$347.10万 | 减仓 |
| SYK | STRYKER CORPORATION | $117.44万 | 0.25% | 3,730 | -187 | -4.8% | -$5.89万 | 减仓 |
| TATT | TAT TECHNOLOGIES LTD | $117.54万 | 0.25% | 24,370 | 24,370 | — | $117.54万 | 新建仓 |
| VTI | VANGUARD INDEX FDS | $117.89万 | 0.25% | 3,186 | 580 | 22.3% | $21.46万 | 加仓 |
| MS | MORGAN STANLEY | $119.15万 | 0.25% | 5,700 | 5 | 0.1% | $1,045 | 加仓 |
| SPMD | SPDR SERIES TRUST | $122.61万 | 0.26% | 18,149 | -93 | -0.5% | -$6,283 | 减仓 |
| KO | COCA COLA CO | $123.44万 | 0.26% | 15,189 | -873 | -5.4% | -$7.09万 | 减仓 |
| QCOM | QUALCOMM INC | $124.81万 | 0.26% | 6,754 | -59 | -0.9% | -$1.09万 | 减仓 |
| MRK | MERCK & CO INC | $126.27万 | 0.26% | 9,826 | -966 | -9.0% | -$12.41万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $129.13万 | 0.27% | 24,313 | -10 | -0.0% | -$531 | 减仓 |
| VTV | VANGUARD INDEX FDS | $130.15万 | 0.27% | 5,972 | -45 | -0.7% | -$9,807 | 减仓 |
| IWR | ISHARES TR | $132.15万 | 0.28% | 11,979 | -3,933 | -24.7% | -$43.39万 | 减仓 |
| AMGN | AMGEN INC | $133.41万 | 0.28% | 3,684 | -92 | -2.4% | -$3.33万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $136.55万 | 0.29% | 5,771 | 16 | 0.3% | $3,786 | 加仓 |
| AMZN | AMAZON COM INC | $138.07万 | 0.29% | 5,793 | 34 | 0.6% | $8,104 | 加仓 |
| ITOT | ISHARES TR | $145.74万 | 0.30% | 8,872 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $149.27万 | 0.31% | 9,853 | -92 | -0.9% | -$1.39万 | 减仓 |
| ABBV | ABBVIE INC | $151.24万 | 0.32% | 6,010 | 138 | 2.4% | $3.47万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $152.22万 | 0.32% | 33,574 | -742 | -2.2% | -$3.36万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $154.06万 | 0.32% | 3,000 | -90 | -2.9% | -$4.62万 | 减仓 |
| MEAR | ISHARES U S ETF TR | $157.51万 | 0.33% | 31,264 | 1,920 | 6.5% | $9.67万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $158.91万 | 0.33% | 4,288 | -11 | -0.3% | -$4,076 | 减仓 |
| RTX | RTX CORPORATION | $159.26万 | 0.33% | 8,394 | -86 | -1.0% | -$1.63万 | 减仓 |
| SUB | ISHARES TR | $164.50万 | 0.34% | 15,450 | 219 | 1.4% | $2.33万 | 加仓 |
| KINS | KINGSTONE COS INC | $165.82万 | 0.35% | 87,135 | -7,881 | -8.3% | -$15.00万 | 减仓 |
| MCD | MCDONALDS CORP | $180.33万 | 0.38% | 6,671 | -103 | -1.5% | -$2.78万 | 减仓 |
| JIVE | J P MORGAN EXCHANGE TRADED F | $180.46万 | 0.38% | 19,625 | 5,715 | 41.1% | $52.55万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $186.78万 | 0.39% | 5,706 | 320 | 5.9% | $10.47万 | 加仓 |
| TXN | TEXAS INSTRS INC | $191.80万 | 0.40% | 6,435 | -10 | -0.2% | -$2,981 | 减仓 |
| AVGO | BROADCOM INC | $204.02万 | 0.43% | 5,401 | -1,119 | -17.2% | -$42.27万 | 减仓 |
| IWM | ISHARES TR | $207.76万 | 0.43% | 6,915 | 1 | 0.0% | $300 | 加仓 |
| QQQ | INVESCO QQQ TR | $212.12万 | 0.44% | 2,880 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $212.89万 | 0.45% | 18,124 | -357 | -1.9% | -$4.19万 | 减仓 |
| RDVT | RED VIOLET INC | $230.00万 | 0.48% | 36,095 | -5,775 | -13.8% | -$36.80万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $245.50万 | 0.51% | 12,270 | -379 | -3.0% | -$7.58万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $258.34万 | 0.54% | 10,172 | 112 | 1.1% | $2.84万 | 加仓 |
| SMMD | ISHARES TR | $297.72万 | 0.62% | 32,492 | 0 | 0.0% | — | 不变 |
| CGCV | CAPITAL GROUP CONSERVATIVE E | $317.94万 | 0.66% | 96,874 | -33,010 | -25.4% | -$108.34万 | 减仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $327.96万 | 0.69% | 61,301 | -418 | -0.7% | -$2.24万 | 减仓 |
| GOOG | ALPHABET INC | $330.70万 | 0.69% | 9,359 | -62 | -0.7% | -$2.19万 | 减仓 |
| WMT | WALMART INC | $331.61万 | 0.69% | 29,279 | -270 | -0.9% | -$3.06万 | 减仓 |
| DGRW | WISDOMTREE TR | $348.67万 | 0.73% | 36,464 | -1,755 | -4.6% | -$16.78万 | 减仓 |
| RSPN | INVESCO EXCHANGE TRADED FD T | $355.15万 | 0.74% | 55,497 | 118 | 0.2% | $7,551 | 加仓 |
| CAT | CATERPILLAR INC | $376.85万 | 0.79% | 3,539 | -164 | -4.4% | -$17.46万 | 减仓 |
| EWJ | ISHARES INC | $378.34万 | 0.79% | 40,564 | 2,063 | 5.4% | $19.24万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $378.77万 | 0.79% | 3,745 | 15 | 0.4% | $1.52万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $401.96万 | 0.84% | 109,109 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $540.24万 | 1.13% | 15,117 | -377 | -2.4% | -$13.47万 | 减仓 |
| LLY | ELI LILLY & CO | $556.48万 | 1.16% | 4,640 | 168 | 3.8% | $20.15万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $640.64万 | 1.34% | 8,579 | -40 | -0.5% | -$2.99万 | 减仓 |
| IJR | ISHARES TR | $662.63万 | 1.39% | 44,679 | -3,577 | -7.4% | -$53.05万 | 减仓 |
| DOL | WISDOMTREE TR | $680.68万 | 1.42% | 91,533 | -867 | -0.9% | -$6.45万 | 减仓 |
| FFSM | FIDELITY COVINGTON TRUST | $943.50万 | 1.97% | 246,925 | -25,157 | -9.2% | -$96.12万 | 减仓 |
| CGIE | CAPITAL GROUP INTERNATIONAL | $992.34万 | 2.08% | 269,804 | -71,188 | -20.9% | -$261.83万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $1,076.98万 | 2.25% | 15,681 | -48 | -0.3% | -$3.30万 | 减仓 |
| IEFA | ISHARES TR | $1,083.10万 | 2.27% | 112,146 | -95 | -0.1% | -$9,175 | 减仓 |
| DXJ | WISDOMTREE TR | $1,136.68万 | 2.38% | 65,507 | 2,241 | 3.5% | $38.89万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $1,439.43万 | 3.01% | 211,650 | 18,394 | 9.5% | $125.10万 | 加仓 |
| IVV | ISHARES TR | $1,472.51万 | 3.08% | 19,663 | -1,545 | -7.3% | -$115.70万 | 减仓 |
| AAPL | APPLE INC | $1,540.95万 | 3.22% | 53,254 | -81,868 | -60.6% | -$2,368.93万 | 减仓 |
| TACK | CAPITOL SER TR | $1,754.82万 | 3.67% | 554,812 | 13,308 | 2.5% | $42.09万 | 加仓 |
| FENI | FIDELITY COVINGTON TRUST | $1,844.12万 | 3.86% | 459,536 | 30,302 | 7.1% | $121.60万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,863.20万 | 3.90% | 49,949 | -445 | -0.9% | -$16.60万 | 减仓 |
| GLDM | WORLD GOLD TR | $2,178.25万 | 4.56% | 274,270 | -5,454 | -1.9% | -$43.32万 | 减仓 |
| IJH | ISHARES TR | $2,439.06万 | 5.10% | 316,310 | 3,734 | 1.2% | $28.79万 | 加仓 |