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Everhart Financial Group, Inc. 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Everhart Financial Group, Inc.

报告期 2026-03-31 · CIK 0001852858

持仓数

464

前50大市值合计

$847.2M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

VTV VANGUARD INDEX FDS

VALUE ETF

$167.3M

852,879

19.8%

VUG VANGUARD INDEX FDS

GROWTH ETF

$142.2M

325,657

16.8%

VTI VANGUARD INDEX FDS

TOTAL STK MKT

$57.7M

179,893

6.8%

NVDA NVIDIA CORPORATION

COM

$43.7M

250,857

5.2%

DFAI DIMENSIONAL ETF TRUST

INTL CORE EQT MK

$40.2M

1,031,892

4.7%

AAPL APPLE INC

COM

$35.8M

141,157

4.2%

BIV VANGUARD BD INDEX FDS

INTERMED TERM

$28.4M

368,287

3.4%

MSFT MICROSOFT CORP

COM

$23.1M

62,502

2.7%

DFAE DIMENSIONAL ETF TRUST

EMGR CRE EQT MNG

$20.0M

590,888

2.4%

AMZN AMAZON COM INC

COM

$15.6M

75,085

1.8%

GOOGL ALPHABET INC

CAP STK CL A

$13.8M

47,863

1.6%

VBR VANGUARD INDEX FDS

SM CP VAL ETF

$12.3M

56,396

1.4%

AVGO BROADCOM INC

COM

$12.2M

39,505

1.4%

GOOG ALPHABET INC

CAP STK CL C

$12.1M

42,154

1.4%

VWO VANGUARD INTL EQUITY INDEX F

FTSE EMR MKT ETF

$11.8M

218,728

1.4%

VOE VANGUARD INDEX FDS

MCAP VL IDXVIP

$11.7M

63,399

1.4%

VOT VANGUARD INDEX FDS

MCAP GR IDXVIP

$11.3M

44,070

1.3%

META META PLATFORMS INC

CL A

$11.1M

19,484

1.3%

SCHB SCHWAB STRATEGIC TR

US BRD MKT ETF

$10.6M

421,975

1.3%

SCHG SCHWAB STRATEGIC TR

US LCAP GR ETF

$10.4M

358,136

1.2%

BRK/B BERKSHIRE HATHAWAY INC DEL

CL B NEW

$8.1M

16,902

1.0%

JPM JPMORGAN CHASE & CO

COM

$7.9M

26,974

0.9%

TSLA TESLA INC

COM

$7.9M

21,248

0.9%

VBK VANGUARD INDEX FDS

SML CP GRW ETF

$7.5M

24,933

0.9%

LLY ELI LILLY & CO

COM

$7.4M

8,049

0.9%

SPY STATE STR SPDR S&P 500 ETF T

TR UNIT

$7.3M

11,199

0.9%

— EXXON MOBIL CORP

COM

$7.2M

42,535

0.9%

VOO VANGUARD INDEX FDS

S&P 500 ETF SHS

$6.0M

10,025

0.7%

WMT WALMART INC

COM

$5.9M

47,723

0.7%

VNQ VANGUARD INDEX FDS

REAL ESTATE ETF

$5.8M

65,368

0.7%

ABBV ABBVIE INC

COM

$5.7M

26,406

0.7%

COST COSTCO WHOLESALE CORPORATION

COM

$5.1M

5,131

0.6%

GEV GE VERNOVA INC

COM

$4.9M

5,659

0.6%

JNJ JOHNSON & JOHNSON

COM

$4.8M

19,590

0.6%

PG PROCTER & GAMBLE CO

COM

$4.8M

33,111

0.6%

V VISA INC

COM CL A

$4.6M

15,121

0.5%

IVV ISHARES TR

CORE S&P500 ETF

$4.4M

6,811

0.5%

SLYG SPDR SERIES TRUST

STATE STREET SPD

$4.3M

44,940

0.5%

NFLX NETFLIX INC.

COM

$4.3M

44,902

0.5%

PLTR PALANTIR TECHNOLOGIES INC

CL A

$4.1M

28,328

0.5%

GE GE AEROSPACE

COM NEW

$4.1M

14,330

0.5%

MU MICRON TECHNOLOGY INC

COM

$4.0M

11,967

0.5%

VIG VANGUARD SPECIALIZED FUNDS

DIV APP ETF

$3.9M

18,096

0.5%

SCHV SCHWAB STRATEGIC TR

US LCAP VA ETF

$3.9M

127,518

0.5%

CAT CATERPILLAR INC

COM

$3.8M

5,310

0.4%

AMAT APPLIED MATLS INC

COM

$3.7M

10,931

0.4%

IWD ISHARES TR

RUS 1000 VAL ETF

$3.6M

16,628

0.4%

AMD ADVANCED MICRO DEVICES INC

COM

$3.5M

17,256

0.4%

MA MASTERCARD INCORPORATED

CL A

$3.4M

6,885

0.4%

WDC WESTERN DIGITAL CORP

COM

$3.4M

12,488

0.4%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

57%前 6 大占比

VTV19.8%VUG16.8%VTI6.8%NVDA5.2%DFAI4.7%AAPL4.2%