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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $3,616.00万 | 7.47% | 135,122 | 99 | 0.1% | $2.65万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $3,047.78万 | 6.29% | 64,461 | 0 | 0.0% | — | 不变 |
| SPSM | SPDR SERIES TRUST | $2,984.58万 | 6.16% | 562,067 | 162,285 | 40.6% | $861.73万 | 加仓 |
| GLDM | WORLD GOLD TR | $2,591.08万 | 5.35% | 279,724 | -39,707 | -12.4% | -$367.81万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $2,301.48万 | 4.75% | 114,053 | 19,175 | 20.2% | $386.93万 | 加仓 |
| IJH | ISHARES TR | $2,276.80万 | 4.70% | 312,576 | 37,839 | 13.8% | $275.62万 | 加仓 |
| MSFT | MICROSOFT CORP | $2,140.85万 | 4.42% | 50,394 | -929 | -1.8% | -$39.47万 | 减仓 |
| FENI | FIDELITY COVINGTON TRUST | $1,669.72万 | 3.45% | 429,234 | 78,997 | 22.6% | $307.30万 | 加仓 |
| TACK | CAPITOL SER TR | $1,661.88万 | 3.43% | 541,504 | 201,285 | 59.2% | $617.74万 | 加仓 |
| IVV | ISHARES TR | $1,523.80万 | 3.15% | 21,208 | -725 | -3.3% | -$52.09万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $1,236.45万 | 2.55% | 193,256 | 106,754 | 123.4% | $683.01万 | 加仓 |
| CGIE | CAPITAL GROUP INTERNATIONAL | $1,204.72万 | 2.49% | 340,992 | -82,093 | -19.4% | -$290.03万 | 减仓 |
| IEFA | ISHARES TR | $1,062.47万 | 2.19% | 112,241 | -643 | -0.6% | -$6.09万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $1,034.20万 | 2.14% | 15,729 | -7 | -0.0% | -$4,603 | 减仓 |
| DXJ | WISDOMTREE TR | $1,017.32万 | 2.10% | 63,266 | 3,574 | 6.0% | $57.47万 | 加仓 |
| FFSM | FIDELITY COVINGTON TRUST | $960.18万 | 1.98% | 272,082 | -130,061 | -32.3% | -$458.99万 | 减仓 |
| DOL | WISDOMTREE TR | $662.23万 | 1.37% | 92,400 | -525 | -0.6% | -$3.76万 | 减仓 |
| IJR | ISHARES TR | $658.98万 | 1.36% | 48,256 | -15,869 | -24.7% | -$216.71万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $616.38万 | 1.27% | 8,619 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $542.83万 | 1.12% | 15,494 | 128 | 0.8% | $4.48万 | 加仓 |
| CGCV | CAPITAL GROUP CONSERVATIVE E | $403.94万 | 0.83% | 129,884 | -119,994 | -48.0% | -$373.18万 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $395.19万 | 0.82% | 109,109 | -2,777 | -2.5% | -$10.06万 | 减仓 |
| LLY | ELI LILLY & CO | $388.29万 | 0.80% | 4,472 | 213 | 5.0% | $18.49万 | 加仓 |
| WMT | WALMART INC | $377.01万 | 0.78% | 29,549 | 148 | 0.5% | $1.89万 | 加仓 |
| DGRW | WISDOMTREE TR | $358.76万 | 0.74% | 38,219 | -21,225 | -35.7% | -$199.24万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $349.78万 | 0.72% | 3,730 | 28 | 0.8% | $2.63万 | 加仓 |
| RSPN | INVESCO EXCHANGE TRADED FD T | $338.42万 | 0.70% | 55,379 | -61 | -0.1% | -$3,728 | 减仓 |
| EWJ | ISHARES INC | $337.58万 | 0.70% | 38,501 | 8,976 | 30.4% | $78.70万 | 加仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $332.17万 | 0.69% | 61,719 | 5,052 | 8.9% | $27.19万 | 加仓 |
| GOOG | ALPHABET INC | $328.35万 | 0.68% | 9,421 | -297 | -3.1% | -$10.35万 | 减仓 |
| CAT | CATERPILLAR INC | $306.88万 | 0.63% | 3,703 | 71 | 2.0% | $5.88万 | 加仓 |
| SMMD | ISHARES TR | $274.23万 | 0.57% | 32,492 | 3,321 | 11.4% | $28.03万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $274.00万 | 0.57% | 12,649 | -2,973 | -19.0% | -$64.40万 | 减仓 |
| AVGO | BROADCOM INC | $272.66万 | 0.56% | 6,520 | 253 | 4.0% | $10.58万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $226.70万 | 0.47% | 10,060 | 440 | 4.6% | $9.92万 | 加仓 |
| MCD | MCDONALDS CORP | $196.58万 | 0.41% | 6,774 | 175 | 2.7% | $5.08万 | 加仓 |
| IWM | ISHARES TR | $191.62万 | 0.40% | 6,914 | 1 | 0.0% | $277 | 加仓 |
| QQQ | INVESCO QQQ TR | $191.33万 | 0.40% | 2,880 | 3 | 0.1% | $1,993 | 加仓 |
| VUG | VANGUARD INDEX FDS | $175.63万 | 0.36% | 4,021 | 3,351 | 500.1% | $146.37万 | 加仓 |
| TXN | TEXAS INSTRS INC | $173.69万 | 0.36% | 6,445 | 285 | 4.6% | $7.68万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $167.83万 | 0.35% | 5,386 | -194 | -3.5% | -$6.05万 | 减仓 |
| KINS | KINGSTONE COS INC | $166.56万 | 0.34% | 95,016 | -69,159 | -42.1% | -$121.24万 | 减仓 |
| IWR | ISHARES TR | $165.09万 | 0.34% | 15,912 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $163.12万 | 0.34% | 18,481 | 1,875 | 11.3% | $16.55万 | 加仓 |
| SUB | ISHARES TR | $162.46万 | 0.34% | 15,231 | 1,044 | 7.4% | $11.14万 | 加仓 |
| VGT | VANGUARD WORLD FD | $158.59万 | 0.33% | 2,273 | 1,989 | 700.4% | $138.78万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $158.51万 | 0.33% | 34,316 | 2,219 | 6.9% | $10.25万 | 加仓 |
| RDVT | RED VIOLET INC | $156.76万 | 0.32% | 41,870 | 13,870 | 49.5% | $51.93万 | 加仓 |
| TJX | TJX COS INC NEW | $156.61万 | 0.32% | 9,945 | -38 | -0.4% | -$5,984 | 减仓 |
| MA | MASTERCARD INCORPORATED | $156.46万 | 0.32% | 3,090 | -66 | -2.1% | -$3.34万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $155.06万 | 0.32% | 4,299 | 71 | 1.7% | $2.56万 | 加仓 |
| AMZN | AMAZON COM INC | $150.38万 | 0.31% | 5,759 | -4 | -0.1% | -$1,044 | 减仓 |
| MEAR | ISHARES U S ETF TR | $147.86万 | 0.31% | 29,344 | 7,299 | 33.1% | $36.78万 | 加仓 |
| RTX | RTX CORPORATION | $147.03万 | 0.30% | 8,480 | 499 | 6.3% | $8.65万 | 加仓 |
| ITOT | ISHARES TR | $138.89万 | 0.29% | 8,872 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $138.08万 | 0.29% | 24,323 | -931 | -3.7% | -$5.29万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $130.05万 | 0.27% | 5,755 | 15 | 0.3% | $3,390 | 加仓 |
| SYK | STRYKER CORPORATION | $128.87万 | 0.27% | 3,917 | 17 | 0.4% | $5,593 | 加仓 |
| AMGN | AMGEN INC | $128.45万 | 0.27% | 3,776 | 172 | 4.8% | $5.85万 | 加仓 |
| JIVE | J P MORGAN EXCHANGE TRADED F | $124.02万 | 0.26% | 13,910 | 13,910 | — | $124.02万 | 新建仓 |
| VTV | VANGUARD INDEX FDS | $122.42万 | 0.25% | 6,017 | 4 | 0.1% | $814 | 加仓 |
| KO | COCA COLA CO | $121.17万 | 0.25% | 16,062 | 1,403 | 9.6% | $10.58万 | 加仓 |
| VLO | VALERO ENERGY CORP | $119.12万 | 0.25% | 5,000 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $118.96万 | 0.25% | 10,792 | 51 | 0.5% | $5,622 | 加仓 |
| SPMD | SPDR SERIES TRUST | $116.49万 | 0.24% | 18,242 | -43 | -0.2% | -$2,746 | 减仓 |
| ABBV | ABBVIE INC | $115.91万 | 0.24% | 5,872 | 235 | 4.2% | $4.64万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $115.89万 | 0.24% | 1,161 | 4 | 0.3% | $3,993 | 加仓 |
| HD | HOME DEPOT INC | $113.23万 | 0.23% | 3,407 | -106 | -3.0% | -$3.52万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $110.60万 | 0.23% | 2,154 | 79 | 3.8% | $4.06万 | 加仓 |
| VO | VANGUARD INDEX FDS | $109.97万 | 0.23% | 14,360 | 10,626 | 284.6% | $81.37万 | 加仓 |
| MS | MORGAN STANLEY | $108.30万 | 0.22% | 5,695 | -11 | -0.2% | -$2,092 | 减仓 |
| META | META PLATFORMS INC | $104.43万 | 0.22% | 1,539 | -670 | -30.3% | -$45.46万 | 减仓 |
| QCOM | QUALCOMM INC | $102.37万 | 0.21% | 6,813 | -700 | -9.3% | -$10.52万 | 减仓 |
| — | RAPID MICRO BIOSYSTEMS INC | $102.07万 | 0.21% | 432,510 | 307,510 | 246.0% | $72.57万 | 加仓 |
| MO | ALTRIA GROUP INC | $101.39万 | 0.21% | 15,363 | 250 | 1.7% | $1.65万 | 加仓 |
| BALL | BALL CORP | $98.99万 | 0.20% | 16,210 | 37 | 0.2% | $2,260 | 加仓 |
| ADI | ANALOG DEVICES INC | $97.44万 | 0.20% | 2,482 | -403 | -14.0% | -$15.82万 | 减仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $96.73万 | 0.20% | 12,050 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORP | $96.23万 | 0.20% | 18,285 | -1,989 | -9.8% | -$10.47万 | 减仓 |
| XPEL | XPEL INC | $94.16万 | 0.19% | 20,250 | 20,250 | — | $94.16万 | 新建仓 |
| V | VISA INC | $92.49万 | 0.19% | 2,987 | -8 | -0.3% | -$2,477 | 减仓 |
| VTI | VANGUARD INDEX FDS | $91.87万 | 0.19% | 2,606 | -353 | -11.9% | -$12.44万 | 减仓 |
| CVX | CHEVRON CORPORATION | $91.69万 | 0.19% | 4,962 | 374 | 8.2% | $6.91万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $90.76万 | 0.19% | 2,988 | -84 | -2.7% | -$2.55万 | 减仓 |
| VB | VANGUARD INDEX FDS | $88.48万 | 0.18% | 3,120 | -11 | -0.4% | -$3,120 | 减仓 |
| — | BOS BETTER ONLINE SOLUTIONS | $87.62万 | 0.18% | 181,412 | -142,588 | -44.0% | -$68.87万 | 减仓 |
| DHR | DANAHER CORP DEL | $85.86万 | 0.18% | 4,754 | 281 | 6.3% | $5.08万 | 加仓 |
| DGRO | ISHARES TR | $85.63万 | 0.18% | 11,797 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $84.82万 | 0.18% | 12,461 | -249 | -2.0% | -$1.69万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $84.17万 | 0.17% | 10,000 | 0 | 0.0% | — | 不变 |
| VTEB | VANGUARD MUN BD FDS | $77.80万 | 0.16% | 15,415 | -77 | -0.5% | -$3,886 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $76.44万 | 0.16% | 20,000 | 0 | 0.0% | — | 不变 |
| — | HONEYWELL INTL INC | $76.25万 | 0.16% | 3,596 | 6 | 0.2% | $1,272 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $74.38万 | 0.15% | 2,097 | -111 | -5.0% | -$3.94万 | 减仓 |
| — | EXXON MOBIL CORP | $72.97万 | 0.15% | 4,924 | 1 | 0.0% | $148 | 加仓 |
| AON | AON PLC | $72.20万 | 0.15% | 2,230 | 988 | 79.5% | $31.99万 | 加仓 |
| XLB | SELECT SECTOR SPDR TR | $71.29万 | 0.15% | 13,768 | 1,751 | 14.6% | $9.07万 | 加仓 |
| MCK | MCKESSON CORP | $71.15万 | 0.15% | 859 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES TR | $70.37万 | 0.15% | 7,077 | -113 | -1.6% | -$1.12万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $70.04万 | 0.14% | 21,638 | -582 | -2.6% | -$1.88万 | 减仓 |