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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
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 131 项
建仓 30
增持 65
减持 31
清仓 5
方向
标的
Δ市值
现股数(环比)
减持
MUB
ISHARES TR
-$2.3M
12,385
-60%
增持
VTEB
VANGUARD MUN BD FDS
+$2.1M
48,568
+622%
减持
VTI
VANGUARD INDEX FDS
-$1.3M
92,151
-0%
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。
增持
AAPL
APPLE INC
+$1.2M
39,964
+23%
增持
MSFT
MICROSOFT CORP
+$882.0K
16,142
+33%
减持
VUG
VANGUARD INDEX FDS
-$770.0K
22,413
-0%
减持
SUB
ISHARES TR
-$667.0K
13,570
-30%
建仓
CVX
CHEVRON CORP NEW
+$623.0K
3,827
增持
AMZN
AMAZON COM INC
+$621.0K
932
+29%
建仓
SHM
SPDR SER TR
+$572.0K
12,078
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$548.0K
3,804
+43%
减持
SHOP
SHOPIFY INC
-$533.0K
731
-2%
增持
—
EXXON MOBIL CORP
+$505.0K
14,460
+28%
增持
GOOG
ALPHABET INC
+$503.0K
584
+50%
增持
SCHG
SCHWAB STRATEGIC TR
-$492.0K
99,841
+105%
建仓
DIS
DISNEY WALT CO
+$471.0K
3,431
建仓
HYMB
SPDR SER TR
+$463.0K
8,403
清仓
ROKU
ROKU INC
-$452.0K
0
-100%
建仓
VZ
VERIZON COMMUNICATIONS INC
+$450.0K
8,840
建仓
DE
DEERE & CO
+$441.0K
1,063
减持
META
META PLATFORMS INC
-$435.0K
3,040
-8%
增持
SCHB
SCHWAB STRATEGIC TR
-$423.0K
171,886
+102%
清仓
NFLX
NETFLIX INC
-$413.0K
0
-100%
增持
GOOGL
ALPHABET INC
+$393.0K
584
+37%
清仓
ADBE
ADOBE SYSTEMS INCORPORATED
-$380.0K
0
-100%
建仓
OXY
OCCIDENTAL PETE CORP
+$377.0K
6,653
减持
VNQ
VANGUARD INDEX FDS
-$359.0K
34,351
-2%
增持
VOT
VANGUARD INDEX FDS
-$351.0K
13,177
+2%
建仓
WFC
WELLS FARGO CO NEW
+$351.0K
7,237
增持
UNH
UNITEDHEALTH GROUP INC
+$341.0K
1,939
+50%
减持
HYD
VANECK ETF TRUST
-$336.0K
14,947
-22%
增持
JNJ
JOHNSON & JOHNSON
+$335.0K
7,299
+30%
减持
SCHM
SCHWAB STRATEGIC TR
-$329.0K
59,641
-1%
增持
ABBV
ABBVIE INC
+$315.0K
4,285
+53%
增持
NVDA
NVIDIA CORPORATION
+$311.0K
6,988
+29%
清仓
DOCN
DIGITALOCEAN HLDGS INC
-$309.0K
0
-100%
减持
TTD
THE TRADE DESK INC
-$294.0K
12,703
-1%
建仓
CVS
CVS HEALTH CORP
+$292.0K
2,887
减持
JPM
JPMORGAN CHASE & CO
-$283.0K
11,094
-2%
建仓
AXP
AMERICAN EXPRESS CO
+$270.0K
1,444
清仓
IWM
ISHARES TR
-$268.0K
0
-100%
建仓
UNP
UNION PAC CORP
+$266.0K
975
增持
TSLA
TESLA INC
+$263.0K
2,412
+9%
建仓
EMLC
VANECK ETF TRUST
+$262.0K
9,700
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$261.0K
2,010
增持
T
AT&T INC
+$247.0K
21,295
+105%
建仓
PM
PHILIP MORRIS INTL INC
+$245.0K
2,611
增持
CRWD
CROWDSTRIKE HLDGS INC
+$245.0K
2,342
+67%
建仓
TXN
TEXAS INSTRS INC
+$244.0K
1,331
建仓
DHR
DANAHER CORPORATION
+$244.0K
833
建仓
IDLV
INVESCO EXCH TRADED FD TR II
+$227.0K
7,292
建仓
DUK
DUKE ENERGY CORP NEW
+$227.0K
2,035
建仓
TQQQ
PROSHARES TR
+$226.0K
3,878
建仓
BMY
BRISTOL-MYERS SQUIBB CO
+$226.0K
3,088
增持
V
VISA INC
+$225.0K
3,733
+34%
增持
SCHA
SCHWAB STRATEGIC TR
-$221.0K
63,779
+102%
建仓
DGRW
WISDOMTREE TR
+$219.0K
3,432
建仓
AMAT
APPLIED MATLS INC
+$219.0K
1,658
减持
CRM
SALESFORCE COM INC
-$217.0K
1,152
-37%
建仓
MPC
MARATHON PETE CORP
+$215.0K
2,512
建仓
BA
BOEING CO
+$214.0K
1,119
建仓
AZO
AUTOZONE INC
+$211.0K
103
增持
KO
COCA COLA CO
+$210.0K
8,463
+59%
建仓
MRK
MERCK & CO INC
+$207.0K
2,518
建仓
HON
HONEYWELL INTL INC
+$204.0K
1,050
增持
LLY
LILLY ELI & CO
+$201.0K
1,917
+52%
减持
—
ACCENTURE PLC IRELAND
-$200.0K
755
-31%
建仓
GE
GENERAL ELECTRIC CO
+$200.0K
2,187
增持
VBR
VANGUARD INDEX FDS
+$191.0K
20,660
+7%
增持
WMT
WALMART INC
+$189.0K
4,329
+37%
建仓
HOPE
HOPE BANCORP INC
+$182.0K
11,332
增持
MA
MASTERCARD INCORPORATED
+$170.0K
1,711
+39%
增持
VTV
VANGUARD INDEX FDS
+$160.0K
46,612
+2%
增持
MCD
MCDONALDS CORP
+$158.0K
2,409
+48%
增持
AVGO
BROADCOM INC
+$157.0K
851
+50%
增持
AMD
ADVANCED MICRO DEVICES INC
+$146.0K
5,073
+79%
增持
COST
COSTCO WHSL CORP NEW
+$145.0K
1,463
+19%
增持
VWO
VANGUARD INTL EQUITY INDEX F
-$133.0K
71,856
+3%
增持
VBK
VANGUARD INDEX FDS
-$125.0K
9,280
+8%
增持
PEP
PEPSICO INC
+$116.0K
4,912
+21%
增持
ELV
ANTHEM INC
+$112.0K
1,073
+20%
增持
BAC
BK OF AMERICA CORP
+$108.0K
22,639
+22%
增持
CSCO
CISCO SYS INC
+$107.0K
9,409
+43%
减持
SCHV
SCHWAB STRATEGIC TR
-$106.0K
41,340
-1%
增持
SCHE
SCHWAB STRATEGIC TR
-$103.0K
68,325
+1%
增持
SCHX
SCHWAB STRATEGIC TR
-$97.0K
20,041
+94%
减持
VOO
VANGUARD INDEX FDS
-$90.0K
3,239
-1%
减持
VO
VANGUARD INDEX FDS
-$88.0K
3,497
-3%
增持
CSX
CSX CORP
+$80.0K
23,751
+10%
增持
PLD
PROLOGIS INC.
+$80.0K
3,026
+25%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$79.0K
871
+33%
增持
NEE
NEXTERA ENERGY INC
+$75.0K
7,158
+26%
减持
CMCSA
COMCAST CORP NEW
-$73.0K
5,205
-17%
减持
EFAV
ISHARES TR
-$73.0K
5,351
-11%
增持
VXUS
VANGUARD STAR FDS
-$72.0K
25,121
+2%
减持
USMV
ISHARES TR
-$72.0K
8,859
-6%
增持
PFE
PFIZER INC
+$69.0K
10,621
+30%
增持
PG
PROCTER AND GAMBLE CO
+$67.0K
19,962
+9%
增持
VEA
VANGUARD TAX-MANAGED INTL FD
-$62.0K
43,147
+3%
减持
VB
VANGUARD INDEX FDS
-$59.0K
4,077
-0%
增持
NSC
NORFOLK SOUTHN CORP
+$58.0K
2,141
+15%
增持
ABT
ABBOTT LABS
+$58.0K
4,204
+34%
减持
IVV
ISHARES TR
-$58.0K
2,409
-0%
减持
IEMG
ISHARES INC
-$56.0K
7,745
-5%
增持
ORCL
ORACLE CORP
+$51.0K
4,894
+21%
增持
HD
HOME DEPOT INC
-$49.0K
2,062
+28%
减持
BIL
SPDR SER TR
-$46.0K
6,834
-7%
增持
VOE
VANGUARD INDEX FDS
+$44.0K
15,585
+2%
减持
SLYG
SPDR SER TR
-$42.0K
4,348
-1%
增持
IEFA
ISHARES TR
-$40.0K
18,861
+4%
增持
VYM
VANGUARD WHITEHALL FDS
+$40.0K
6,569
+6%
减持
VSS
VANGUARD INTL EQUITY INDEX F
-$39.0K
1,683
-9%
增持
HBAN
HUNTINGTON BANCSHARES INC
-$38.0K
50,666
+0%
增持
CENT
CENTRAL GARDEN & PET CO
+$37.0K
5,382
+42%
减持
IWR
ISHARES TR
-$35.0K
3,203
-7%
增持
SPLV
INVESCO EXCH TRADED FD TR II
+$32.0K
4,023
+16%
增持
—
AGILON HEALTH INC
-$31.0K
22,897
+1%
增持
SCHD
SCHWAB STRATEGIC TR
-$30.0K
59,960
+2%
减持
ESGV
VANGUARD WORLD FD
-$27.0K
2,616
-4%
增持
BND
VANGUARD BD INDEX FDS
-$26.0K
5,968
+1%
减持
USB
US BANCORP DEL
-$18.0K
4,295
-2%
减持
SLYV
SPDR SER TR
-$17.0K
6,120
-2%
增持
EMB
ISHARES TR
-$14.0K
2,528
+6%
减持
IJR
ISHARES TR
-$14.0K
1,945
-1%
增持
SPY
SPDR S&P 500 ETF TR
-$14.0K
1,416
+3%
增持
SCHH
SCHWAB STRATEGIC TR
-$11.0K
9,586
+102%
增持
SCHF
SCHWAB STRATEGIC TR
-$11.0K
8,215
+2%
减持
IWN
ISHARES TR
-$10.0K
1,385
-2%
增持
BIV
VANGUARD BD INDEX FDS
-$9.0K
5,086
+5%
建仓
—
CONFORMIS INC
+$6.0K
10,000
增持
MDYV
SPDR SER TR
-$4.0K
6,341
+0%