Evernest Financial Advisors, LLC
CARMEL IN · SEC CIK 0002009530
$4.84亿2026Q1 申报市值
180持仓数
49.2%前十大占比 · 第一大 7.5%
7 / 11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
SPSM 加仓+$861.73万
DYNF 加仓+$683.01万
TACK 加仓+$617.74万
RSP 加仓+$386.93万
FENI 加仓+$307.30万
2026Q1 卖出最多 按季末市值估算
USFR 减仓-$509.94万
FFSM 减仓-$458.99万
CGCV 减仓-$373.18万
GLDM 减仓-$367.81万
CGIE 减仓-$290.03万
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 |
|---|---|---|---|---|---|---|---|---|
| SHEL | SHELL PLC | $69.58万 | 0.14% | 8,006 | 0 | 0.0% | — | 不变 |
| RSG | REPUBLIC SVCS INC | $69.41万 | 0.14% | 3,367 | 15 | 0.4% | $3,092 | 加仓 |
| LOW | LOWES COS INC | $68.63万 | 0.14% | 2,830 | -315 | -10.0% | -$7.64万 | 减仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $66.29万 | 0.14% | 3,006 | 2 | 0.1% | $441 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $66.05万 | 0.14% | 3,829 | 0 | 0.0% | — | 不变 |
| PH | PARKER-HANNIFIN CORP | $65.28万 | 0.13% | 670 | 46 | 7.4% | $4.48万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $63.77万 | 0.13% | 4,297 | 78 | 1.8% | $1.16万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $60.43万 | 0.12% | 17,912 | -2,922 | -14.0% | -$9.86万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $58.27万 | 0.12% | 3,293 | -1 | -0.0% | -$177 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $57.91万 | 0.12% | 871 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP | $57.72万 | 0.12% | 1,831 | 66 | 3.7% | $2.08万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $57.02万 | 0.12% | 20,241 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $55.93万 | 0.12% | 2,453 | -37 | -1.5% | -$8,436 | 减仓 |
| — | GENASYS INC | $55.75万 | 0.12% | 290,345 | -22,922 | -7.3% | -$4.40万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $52.61万 | 0.11% | 8,957 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LTD SWITZ | $50.24万 | 0.10% | 1,548 | 186 | 13.7% | $6.04万 | 加仓 |
| BLK | BLACKROCK INC | $49.47万 | 0.10% | 468 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $47.42万 | 0.10% | 988 | -11 | -1.1% | -$5,279 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $47.29万 | 0.10% | 2,945 | 43 | 1.5% | $6,905 | 加仓 |
| WFC | WELLS FARGO & CO | $46.26万 | 0.10% | 5,742 | -1,496 | -20.7% | -$12.05万 | 减仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $45.52万 | 0.09% | 2,143 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC | $45.24万 | 0.09% | 1,677 | -3 | -0.2% | -$809 | 减仓 |
| USFR | WISDOMTREE TR | $44.83万 | 0.09% | 8,911 | -101,358 | -91.9% | -$509.94万 | 减仓 |
| — | THE BEACHBODY COMPANY INC | $44.46万 | 0.09% | 29,075 | 29,075 | — | $44.46万 | 新建仓 |
| CAH | CARDINAL HEALTH INC | $44.31万 | 0.09% | 2,190 | 0 | 0.0% | — | 不变 |
| — | CURIOSITYSTREAM INC | $44.02万 | 0.09% | 135,234 | -120,056 | -47.0% | -$39.08万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $42.80万 | 0.09% | 4,612 | 103 | 2.3% | $9,559 | 加仓 |
| XME | SPDR SERIES TRUST | $40.96万 | 0.08% | 3,408 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP | $40.38万 | 0.08% | 702 | 2 | 0.3% | $1,151 | 加仓 |
| SBUX | STARBUCKS CORP | $39.03万 | 0.08% | 3,988 | 153 | 4.0% | $1.50万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $38.22万 | 0.08% | 1,938 | -262 | -11.9% | -$5.17万 | 减仓 |
| EFA | ISHARES TR | $38.07万 | 0.08% | 3,756 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $38.07万 | 0.08% | 8,084 | 2,199 | 37.4% | $10.36万 | 加仓 |
| DIS | DISNEY WALT CO | $37.62万 | 0.08% | 3,676 | -3 | -0.1% | -$307 | 减仓 |
| IXUS | ISHARES TR | $37.15万 | 0.08% | 4,014 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $36.27万 | 0.07% | 896 | 1 | 0.1% | $405 | 加仓 |
| — | CPS TECHNOLOGIES CORP | $35.52万 | 0.07% | 68,300 | -77,134 | -53.0% | -$40.11万 | 减仓 |
| EEM | ISHARES TR | $34.75万 | 0.07% | 5,460 | 0 | 0.0% | — | 不变 |
| LNG | CHENIERE ENERGY INC | $34.73万 | 0.07% | 1,339 | 258 | 23.9% | $6.69万 | 加仓 |
| — | LENSAR INC | $34.39万 | 0.07% | 66,000 | 66,000 | — | $34.39万 | 新建仓 |
| SPG | SIMON PPTY GROUP INC NEW | $33.91万 | 0.07% | 1,685 | 1,685 | — | $33.91万 | 新建仓 |
| IWD | ISHARES TR | $33.29万 | 0.07% | 1,462 | -18 | -1.2% | -$4,098 | 减仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $32.90万 | 0.07% | 6,120 | -102 | -1.6% | -$5,482 | 减仓 |
| LIN | LINDE PLC | $32.53万 | 0.07% | 637 | 110 | 20.9% | $5.62万 | 加仓 |
| BBEU | J P MORGAN EXCHANGE TRADED F | $32.10万 | 0.07% | 4,230 | 0 | 0.0% | — | 不变 |
| TDVG | T ROWE PRICE ETF INC | $31.09万 | 0.06% | 6,656 | -1,622 | -19.6% | -$7.58万 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $29.92万 | 0.06% | 1,758 | -136 | -7.2% | -$2.31万 | 减仓 |
| CMI | CUMMINS INC | $29.55万 | 0.06% | 447 | 5 | 1.1% | $3,305 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $29.39万 | 0.06% | 1,514 | 18 | 1.2% | $3,494 | 加仓 |
| ACWI | ISHARES TR | $29.32万 | 0.06% | 1,948 | 0 | 0.0% | — | 不变 |
| — | PRECIPIO INC | $29.16万 | 0.06% | 9,500 | -1,100 | -10.4% | -$3.38万 | 减仓 |
| — | TIDAL TRUST II | $29.02万 | 0.06% | 14,300 | 434 | 3.1% | $8,807 | 加仓 |
| MAMA | MAMAS CREATIONS INC | $28.60万 | 0.06% | 20,242 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES TR | $28.52万 | 0.06% | 2,186 | 0 | 0.0% | — | 不变 |
| VOT | VANGUARD INDEX FDS | $27.64万 | 0.06% | 979 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $27.63万 | 0.06% | 1,065 | 0 | 0.0% | — | 不变 |
| CRH | CRH PLC | $27.44万 | 0.06% | 2,352 | -441 | -15.8% | -$5.15万 | 减仓 |
| — | HERITAGE GLOBAL INC | $27.35万 | 0.06% | 194,000 | 194,000 | — | $27.35万 | 新建仓 |
| BBCA | J P MORGAN EXCHANGE TRADED F | $27.07万 | 0.06% | 2,725 | 0 | 0.0% | — | 不变 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $26.92万 | 0.06% | 1,715 | -52 | -2.9% | -$8,161 | 减仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $26.01万 | 0.05% | 3,534 | 19 | 0.5% | $1,398 | 加仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $25.54万 | 0.05% | 2,280 | 44 | 2.0% | $4,928 | 加仓 |
| IVOO | VANGUARD ADMIRAL FDS INC | $25.40万 | 0.05% | 2,061 | -12 | -0.6% | -$1,479 | 减仓 |
| ETN | EATON CORP PLC | $25.09万 | 0.05% | 602 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER CORP | $24.86万 | 0.05% | 1,418 | 164 | 13.1% | $2.87万 | 加仓 |
| IMCB | ISHARES TR | $23.70万 | 0.05% | 2,646 | 0 | 0.0% | — | 不变 |
| BNDX | VANGUARD CHARLOTTE FDS | $22.90万 | 0.05% | 4,766 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TR | $22.32万 | 0.05% | 2,534 | -105 | -4.0% | -$9,247 | 减仓 |
| XLRE | SELECT SECTOR SPDR TR | $21.90万 | 0.05% | 5,036 | -36 | -0.7% | -$1,566 | 减仓 |
| BBJP | J P MORGAN EXCHANGE TRADED F | $21.37万 | 0.04% | 3,001 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $20.85万 | 0.04% | 667 | 0 | 0.0% | — | 不变 |
| CBRE | CBRE GROUP INC | $20.54万 | 0.04% | 1,405 | -267 | -16.0% | -$3.90万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $20.44万 | 0.04% | 2,428 | 300 | 14.1% | $2.53万 | 加仓 |
| IUSG | ISHARES TR | $20.22万 | 0.04% | 1,133 | -463 | -29.0% | -$8.26万 | 减仓 |
| — | IDENTIV INC | $19.48万 | 0.04% | 41,000 | 41,000 | — | $19.48万 | 新建仓 |
| — | NETSOL TECHNOLOGIES INC | $18.20万 | 0.04% | 52,600 | -77,852 | -59.7% | -$26.94万 | 减仓 |
| — | WESTWATER RES INC | $7.86万 | 0.02% | 120,000 | 80,000 | 200.0% | $5.24万 | 加仓 |
| — | STRAN & COMPANY INC | $4.87万 | 0.01% | 31,000 | -25,000 | -44.6% | -$3.92万 | 减仓 |
| — | SAN JUAN BASIN RTY TR | $4.64万 | 0.01% | 11,000 | 0 | 0.0% | — | 不变 |
| — | GOSSAMER BIO INC | $1.00万 | 0.00% | 28,769 | 369 | 1.3% | $129 | 加仓 |
| NKE | NIKE INC | $0 | 0.00% | 0 | -4,259 | -100.0% | -$26.58万 | 清仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $0 | 0.00% | 0 | -1,889 | -100.0% | -$23.01万 | 清仓 |
| — | AMPLITECH GROUP INC | $0 | 0.00% | 0 | -74,000 | -100.0% | -$22.94万 | 清仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $0 | 0.00% | 0 | -385 | -100.0% | -$21.05万 | 清仓 |
| XLV | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | PROFOUND MED CORP | $0 | 0.00% | 0 | -31,500 | -100.0% | -$20.48万 | 清仓 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -1,035 | -100.0% | -$20.07万 | 清仓 |
| PEP | PEPSICO INC | $0 | 0.00% | 0 | -1,204 | -100.0% | -$20.04万 | 清仓 |
| — | ELAUWIT CONNECTION INC | $0 | 0.00% | 0 | -39,500 | -100.0% | -$19.87万 | 清仓 |
| — | EUROPEAN WAX CTR INC | $0 | 0.00% | 0 | -46,963 | -100.0% | -$18.79万 | 清仓 |
| VELO | VELO3D INC | $0 | 0.00% | 0 | -15,300 | -100.0% | -$13.97万 | 清仓 |
| THRY | THRYV HLDGS INC | $0 | 0.00% | 0 | -20,000 | -100.0% | -$7.86万 | 清仓 |