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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
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 107 项
建仓 12
增持 60
减持 29
清仓 6
方向
标的
Δ市值
现股数(环比)
增持
VTI
VANGUARD INDEX FDS
+$1.9M
92,396
+1%
增持
AAPL
APPLE INC
+$1.8M
32,607
+14%
增持
TSLA
TESLA INC
+$1.5M
2,211
+112%
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
BIV
VANGUARD BD INDEX FDS
-$1.1M
4,865
-72%
增持
MSFT
MICROSOFT CORP
+$1.0M
12,174
+11%
增持
SCHB
SCHWAB STRATEGIC TR
+$914.0K
84,944
+2%
增持
VUG
VANGUARD INDEX FDS
+$841.0K
22,487
+2%
减持
SCHG
SCHWAB STRATEGIC TR
+$755.0K
48,626
-0%
增持
SUB
ISHARES TR
+$684.0K
19,429
+49%
增持
NVDA
NVIDIA CORPORATION
+$619.0K
5,428
+15%
建仓
—
AGILON HEALTH INC
+$611.0K
22,618
增持
PG
PROCTER AND GAMBLE CO
+$592.0K
18,237
+7%
增持
SCHE
SCHWAB STRATEGIC TR
+$569.0K
67,553
+44%
增持
VNQ
VANGUARD INDEX FDS
+$538.0K
35,190
+1%
增持
SCHV
SCHWAB STRATEGIC TR
+$533.0K
41,768
+12%
增持
MUB
ISHARES TR
+$491.0K
31,198
+16%
清仓
DIS
DISNEY WALT CO
-$474.0K
0
-100%
增持
AMZN
AMAZON COM INC
+$459.0K
725
+22%
建仓
—
ACCENTURE PLC IRELAND
+$455.0K
1,098
减持
VTV
VANGUARD INDEX FDS
+$451.0K
45,736
-1%
建仓
TMO
THERMO FISHER SCIENTIFIC INC
+$436.0K
653
建仓
ELV
ANTHEM INC
+$415.0K
895
建仓
AMD
ADVANCED MICRO DEVICES INC
+$408.0K
2,835
建仓
SLYG
SPDR SER TR
+$407.0K
4,391
建仓
AVGO
BROADCOM INC
+$379.0K
569
建仓
ABBV
ABBVIE INC
+$379.0K
2,801
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$370.0K
69,703
-9%
清仓
PYPL
PAYPAL HLDGS INC
-$359.0K
0
-100%
清仓
VZ
VERIZON COMMUNICATIONS INC
-$354.0K
0
-100%
建仓
LLY
LILLY ELI & CO
+$348.0K
1,260
增持
BIL
SPDR SER TR
+$341.0K
7,338
+103%
建仓
KO
COCA COLA CO
+$315.0K
5,316
增持
NEE
NEXTERA ENERGY INC
+$314.0K
5,691
+106%
建仓
CENTA
CENTRAL GARDEN & PET CO
+$305.0K
6,374
增持
COST
COSTCO WHSL CORP NEW
+$300.0K
1,228
+39%
增持
VEA
VANGUARD TAX-MANAGED INTL FD
+$295.0K
41,797
+15%
减持
VXUS
VANGUARD STAR FDS
-$273.0K
24,733
-15%
增持
VOT
VANGUARD INDEX FDS
+$256.0K
12,910
+1%
增持
GOOG
ALPHABET INC
+$246.0K
390
+18%
清仓
TQQQ
PROSHARES TR
-$234.0K
0
-100%
减持
IEFA
ISHARES TR
-$226.0K
18,102
-15%
增持
GOOGL
ALPHABET INC
+$225.0K
425
+13%
增持
HD
HOME DEPOT INC
+$219.0K
1,605
+18%
减持
USB
US BANCORP DEL
-$218.0K
4,388
-44%
减持
ROKU
ROKU INC
-$218.0K
1,980
-8%
增持
VBR
VANGUARD INDEX FDS
+$215.0K
19,257
+1%
减持
VBK
VANGUARD INDEX FDS
-$206.0K
8,614
-8%
增持
CSX
CSX CORP
+$201.0K
21,525
+5%
建仓
CENT
CENTRAL GARDEN & PET CO
+$200.0K
3,797
减持
DOCN
DIGITALOCEAN HLDGS INC
-$195.0K
3,846
-41%
增持
VOE
VANGUARD INDEX FDS
+$194.0K
15,226
+1%
增持
—
EXXON MOBIL CORP
+$188.0K
11,278
+32%
增持
USMV
ISHARES TR
+$177.0K
9,377
+18%
增持
UNH
UNITEDHEALTH GROUP INC
+$169.0K
1,292
+5%
增持
PEP
PEPSICO INC
+$168.0K
4,062
+14%
增持
PFE
PFIZER INC
+$168.0K
8,149
+12%
增持
MA
MASTERCARD INCORPORATED
+$152.0K
1,227
+47%
增持
VOO
VANGUARD INDEX FDS
+$151.0K
3,284
+1%
增持
ABT
ABBOTT LABS
+$149.0K
3,129
+27%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$138.0K
1,401
-19%
减持
SCHM
SCHWAB STRATEGIC TR
+$137.0K
60,336
-2%
增持
NSC
NORFOLK SOUTHN CORP
+$136.0K
1,857
+6%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$123.0K
2,658
+8%
增持
PLD
PROLOGIS INC.
+$120.0K
2,428
+6%
增持
JNJ
JOHNSON & JOHNSON
+$120.0K
5,597
+8%
增持
CSCO
CISCO SYS INC
+$112.0K
6,582
+18%
增持
BAC
BK OF AMERICA CORP
+$110.0K
18,530
+10%
增持
SHOP
SHOPIFY INC
+$109.0K
746
+10%
清仓
LFMD
LIFEMD INC
-$106.0K
0
-100%
减持
HBAN
HUNTINGTON BANCSHARES INC
-$103.0K
50,519
-11%
增持
MCD
MCDONALDS CORP
+$100.0K
1,631
+17%
增持
NFLX
NETFLIX INC
+$100.0K
685
+34%
减持
IVV
ISHARES TR
+$98.0K
2,411
-1%
减持
T
AT&T INC
-$96.0K
10,403
-20%
增持
VYM
VANGUARD WHITEHALL FDS
+$86.0K
6,219
+5%
增持
HYD
VANECK ETF TRUST
+$85.0K
19,131
+8%
减持
VSS
VANGUARD INTL EQUITY INDEX F
-$85.0K
1,840
-26%
增持
EFAV
ISHARES TR
+$84.0K
5,985
+20%
增持
V
VISA INC
+$78.0K
2,786
+18%
减持
SCHX
SCHWAB STRATEGIC TR
+$74.0K
10,333
-2%
减持
EMB
ISHARES TR
-$66.0K
2,392
-19%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$58.0K
670
+20%
增持
JPM
JPMORGAN CHASE & CO
-$54.0K
11,338
+0%
减持
IJR
ISHARES TR
-$50.0K
1,960
-22%
增持
IEMG
ISHARES INC
+$48.0K
8,118
+15%
减持
SCHD
SCHWAB STRATEGIC TR
+$48.0K
58,883
-7%
减持
CMCSA
COMCAST CORP NEW
-$47.0K
6,287
-3%
减持
TTD
THE TRADE DESK INC
-$46.0K
12,801
-26%
增持
BND
VANGUARD BD INDEX FDS
+$42.0K
5,908
+10%
增持
SLYV
SPDR SER TR
+$36.0K
6,217
+4%
增持
VB
VANGUARD INDEX FDS
+$34.0K
4,094
+0%
增持
MDYV
SPDR SER TR
+$33.0K
6,331
+1%
减持
SCHH
SCHWAB STRATEGIC TR
+$32.0K
4,750
-1%
减持
META
META PLATFORMS INC
-$28.0K
3,303
-2%
增持
SPLV
INVESCO EXCH TRADED FD TR II
+$27.0K
3,466
+0%
减持
FNDF
SCHWAB STRATEGIC TR
-$25.0K
11,701
-5%
减持
SCHA
SCHWAB STRATEGIC TR
+$20.0K
31,651
-2%
减持
WEN
WENDYS CO
+$19.0K
9,981
-1%
减持
VO
VANGUARD INDEX FDS
+$18.0K
3,611
-5%
增持
CRM
SALESFORCE COM INC
+$18.0K
1,818
+11%
增持
IWM
ISHARES TR
+$16.0K
1,205
+4%
清仓
—
CONFORMIS INC
-$13.0K
0
-100%
增持
ORCL
ORACLE CORP
+$10.0K
4,059
+3%
增持
IWN
ISHARES TR
+$10.0K
1,407
+1%
增持
VTEB
VANGUARD MUN BD FDS
+$7.0K
6,731
+1%
增持
SCHF
SCHWAB STRATEGIC TR
+$3.0K
8,066
+1%
减持
WMT
WALMART INC
-$1.0K
3,155
-4%
