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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
$847.2M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 103 项
建仓 13
增持 48
减持 35
清仓 7
方向
标的
Δ市值
现股数(环比)
建仓
IVV
ISHARES TR
+$1.1M
2,444
减持
MUB
ISHARES TR
-$725.0K
27,001
-18%
减持
ROKU
ROKU INC
-$706.0K
2,141
-29%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
减持
VTV
VANGUARD INDEX FDS
-$678.0K
46,369
-8%
建仓
VYM
VANGUARD WHITEHALL FDS
+$611.0K
5,907
减持
IEFA
ISHARES TR
-$606.0K
21,237
-27%
减持
VUG
VANGUARD INDEX FDS
-$566.0K
21,971
-9%
减持
TTD
THE TRADE DESK INC
-$512.0K
17,341
-23%
增持
AAPL
APPLE INC
+$511.0K
28,544
+11%
减持
HYD
VANECK ETF TRUST
-$487.0K
17,749
-29%
增持
MSFT
MICROSOFT CORP
+$443.0K
10,975
+12%
增持
VEA
VANGUARD TAX-MANAGED INTL FD
+$433.0K
36,413
+33%
清仓
EMLC
VANECK VECTORS ETF TR
-$413.0K
0
-100%
建仓
COST
COSTCO WHSL CORP NEW
+$397.0K
883
建仓
CMCSA
COMCAST CORP NEW
+$364.0K
6,508
减持
IEMG
ISHARES INC
-$361.0K
7,089
-41%
增持
PG
PROCTER AND GAMBLE CO
+$343.0K
17,105
+13%
减持
VBK
VANGUARD INDEX FDS
-$343.0K
9,400
-8%
增持
NVDA
NVIDIA CORPORATION
+$316.0K
4,712
+471%
建仓
NFLX
NETFLIX INC
+$313.0K
513
建仓
PFE
PFIZER INC
+$313.0K
7,281
减持
SCHG
SCHWAB STRATEGIC TR
-$306.0K
48,666
-5%
清仓
HYMB
SPDR SER TR
-$299.0K
0
-100%
增持
DOCN
DIGITALOCEAN HLDGS INC
+$291.0K
6,501
+70%
建仓
ABT
ABBOTT LABS
+$291.0K
2,464
建仓
MA
MASTERCARD INCORPORATED
+$289.0K
832
建仓
PLD
PROLOGIS INC.
+$288.0K
2,293
清仓
ABBV
ABBVIE INC
-$278.0K
0
-100%
建仓
IJR
ISHARES TR
+$274.0K
2,508
建仓
IWR
ISHARES TR
+$269.0K
3,435
减持
SCHV
SCHWAB STRATEGIC TR
-$263.0K
37,422
-8%
增持
JPM
JPMORGAN CHASE & CO
+$257.0K
11,294
+10%
建仓
IWM
ISHARES TR
+$252.0K
1,155
增持
GOOGL
ALPHABET INC
+$249.0K
376
+21%
清仓
LUV
SOUTHWEST AIRLS CO
-$245.0K
0
-100%
清仓
IDLV
INVESCO EXCH TRADED FD TR II
-$233.0K
0
-100%
建仓
IWN
ISHARES TR
+$224.0K
1,396
减持
SUB
ISHARES TR
-$223.0K
13,033
-14%
减持
USMV
ISHARES TR
-$220.0K
7,917
-27%
清仓
SHM
SPDR SER TR
-$220.0K
0
-100%
增持
USB
US BANCORP DEL
+$212.0K
7,808
+77%
减持
VBR
VANGUARD INDEX FDS
-$209.0K
19,075
-4%
清仓
BA
BOEING CO
-$204.0K
0
-100%
增持
TSLA
TESLA INC
+$196.0K
1,045
+16%
增持
VTI
VANGUARD INDEX FDS
+$185.0K
91,680
+1%
增持
VNQ
VANGUARD INDEX FDS
+$177.0K
34,819
+5%
减持
VTEB
VANGUARD MUN BD FDS
-$161.0K
6,634
-30%
减持
EMB
ISHARES TR
-$159.0K
2,969
-31%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$156.0K
76,328
+13%
减持
—
EXXON MOBIL CORP
-$154.0K
8,526
-18%
增持
AMZN
AMAZON COM INC
+$148.0K
596
+13%
减持
SCHA
SCHWAB STRATEGIC TR
-$145.0K
32,181
-0%
减持
SCHB
SCHWAB STRATEGIC TR
-$125.0K
83,633
-1%
增持
META
FACEBOOK INC
+$117.0K
3,355
+14%
增持
VOE
VANGUARD INDEX FDS
+$117.0K
15,007
+7%
减持
SCHM
SCHWAB STRATEGIC TR
-$110.0K
61,521
-0%
增持
CRM
SALESFORCE COM INC
+$104.0K
1,637
+18%
增持
V
VISA INC
+$103.0K
2,358
+31%
增持
UNH
UNITEDHEALTH GROUP INC
+$98.0K
1,227
+29%
增持
HD
HOME DEPOT INC
+$98.0K
1,362
+24%
增持
VOT
VANGUARD INDEX FDS
+$97.0K
12,824
+3%
减持
SLYV
SPDR SER TR
-$85.0K
5,997
-11%
减持
EFAV
ISHARES TR
-$81.0K
4,972
-18%
增持
VO
VANGUARD INDEX FDS
+$80.0K
3,812
+10%
增持
HBAN
HUNTINGTON BANCSHARES INC
+$79.0K
57,032
+1%
减持
VOO
VANGUARD INDEX FDS
-$78.0K
3,251
-6%
增持
GOOG
ALPHABET INC
+$75.0K
331
+3%
减持
SHOP
SHOPIFY INC
-$72.0K
677
-0%
增持
DIS
DISNEY WALT CO
+$61.0K
2,803
+19%
增持
BIL
SPDR SER TR
+$57.0K
3,612
+21%
减持
T
AT&T INC
-$57.0K
13,009
-8%
增持
SCHD
SCHWAB STRATEGIC TR
+$49.0K
63,480
+3%
增持
PYPL
PAYPAL HLDGS INC
+$46.0K
1,379
+28%
增持
CSX
CSX CORP
-$46.0K
20,454
+0%
增持
NSC
NORFOLK SOUTHN CORP
-$45.0K
1,744
+0%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$43.0K
559
+17%
增持
WMT
WALMART INC
+$43.0K
3,275
+11%
增持
BAC
BK OF AMERICA CORP
+$36.0K
16,838
+2%
增持
LFMD
LIFEMD INC
-$36.0K
17,065
+42%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$34.0K
2,458
+7%
减持
NEE
NEXTERA ENERGY INC
-$34.0K
2,759
-19%
减持
SPLV
INVESCO EXCH TRADED FD TR II
-$32.0K
3,463
-13%
减持
VB
VANGUARD INDEX FDS
-$30.0K
4,076
-0%
减持
SCHX
SCHWAB STRATEGIC TR
-$30.0K
10,595
-3%
减持
BIV
VANGUARD BD INDEX FDS
-$27.0K
17,129
-1%
增持
BND
VANGUARD BD INDEX FDS
+$25.0K
5,369
+6%
增持
VSS
VANGUARD INTL EQUITY INDEX F
+$24.0K
2,484
+10%
增持
SCHE
SCHWAB STRATEGIC TR
+$22.0K
46,992
+10%
减持
ORCL
ORACLE CORP
+$15.0K
3,951
-6%
增持
FNDF
SCHWAB STRATEGIC TR
+$13.0K
12,327
+5%
减持
MCD
MCDONALDS CORP
+$12.0K
1,400
-1%
增持
CSCO
CISCO SYS INC
+$12.0K
5,601
+1%
增持
TQQQ
PROSHARES TR
+$10.0K
1,878
+3%
增持
SPY
SPDR S&P 500 ETF TR
+$8.0K
1,373
+1%
增持
VXUS
VANGUARD STAR FDS
+$7.0K
29,175
+4%
增持
MDYV
SPDR SER TR
-$7.0K
6,292
+0%
减持
PEP
PEPSICO INC
-$4.0K
3,578
-2%
增持
VZ
VERIZON COMMUNICATIONS INC
+$2.0K
6,553
+4%
增持
JNJ
JOHNSON & JOHNSON
+$2.0K
5,192
+2%
减持
SCHH
SCHWAB STRATEGIC TR
-$2.0K
4,780
-0%
减持
SCHK
SCHWAB STRATEGIC TR
-$1.0K
15,417
-0%
增持
SCHF
SCHWAB STRATEGIC TR
+$1.0K
8,002
+2%
增持
CRWD
CROWDSTRIKE HLDGS INC
-$1.0K
1,731
+2%