Evernest Financial Advisors, LLC 13F 持仓 · 2026年Q2
Evernest Financial Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 191 只证券，申报市值合计 4.78 亿美元。前几大持仓：SPSM（7.23%）、BRKB（6.74%）、RSP（5.54%）。本季前 25 大持仓中：增持 10 只、减持 14 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SPSM | SPDR SERIES TRUST | $34.6M | 7.23% | 599,855 | 增持 |
| 2 | BRKB | BERKSHIRE HATHAWAY INC DEL | $32.2M | 6.74% | 64,421 | 减持 |
| 3 | RSP | INVESCO EXCHANGE TRADED FD T | $26.5M | 5.54% | 124,588 | 增持 |
| 4 | IJH | ISHARES TR | $24.4M | 5.10% | 316,310 | 增持 |
| 5 | GLDM | WORLD GOLD TR | $21.8M | 4.56% | 274,270 | 减持 |
| 6 | MSFT | MICROSOFT CORP | $18.6M | 3.90% | 49,949 | 减持 |
| 7 | FENI | FIDELITY COVINGTON TRUST | $18.4M | 3.86% | 459,536 | 增持 |
| 8 | TACK | CAPITOL SER TR | $17.5M | 3.67% | 554,812 | 增持 |
| 9 | AAPL | APPLE INC | $15.4M | 3.22% | 53,254 | 减持 |
| 10 | IVV | ISHARES TR | $14.7M | 3.08% | 19,663 | 减持 |
| 11 | DYNF | BLACKROCK ETF TRUST | $14.4M | 3.01% | 211,650 | 增持 |
| 12 | DXJ | WISDOMTREE TR | $11.4M | 2.38% | 65,507 | 增持 |
| 13 | IEFA | ISHARES TR | $10.8M | 2.27% | 112,146 | 减持 |
| 14 | VOO | VANGUARD INDEX FDS | $10.8M | 2.25% | 15,681 | 减持 |
| 15 | CGIE | CAPITAL GROUP INTERNATIONAL | $9.9M | 2.08% | 269,804 | 减持 |
| 16 | FFSM | FIDELITY COVINGTON TRUST | $9.4M | 1.97% | 246,925 | 减持 |
| 17 | DOL | WISDOMTREE TR | $6.8M | 1.42% | 91,533 | 减持 |
| 18 | IJR | ISHARES TR | $6.6M | 1.39% | 44,679 | 减持 |
| 19 | SPY | STATE STR SPDR S&P 500 ETF T | $6.4M | 1.34% | 8,579 | 减持 |
| 20 | LLY | ELI LILLY & CO | $5.6M | 1.16% | 4,640 | 增持 |
| 21 | GOOGL | ALPHABET INC | $5.4M | 1.13% | 15,117 | 减持 |
| 22 | DFAX | DIMENSIONAL ETF TRUST | $4.0M | 0.84% | 109,109 | 持平 |
| 23 | CAT | CATERPILLAR INC | $3.8M | 0.79% | 3,539 | 减持 |
| 24 | EWJ | ISHARES INC | $3.8M | 0.79% | 40,564 | 增持 |
| 25 | GS | GOLDMAN SACHS GROUP INC | $3.8M | 0.79% | 3,745 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR