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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
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 150 项
建仓 63
增持 39
减持 38
清仓 10
方向
标的
Δ市值
现股数(环比)
减持
VTI
VANGUARD INDEX FDS
-$4.6M
86,743
-6%
减持
VUG
VANGUARD INDEX FDS
-$2.6M
17,238
-23%
减持
AAPL
APPLE INC
-$2.0M
36,405
-9%
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
VTEB
VANGUARD MUN BD FDS
-$1.9M
11,234
-77%
增持
SCHG
SCHWAB STRATEGIC TR
-$1.6M
100,972
+1%
增持
MUB
ISHARES TR
+$1.5M
26,651
+115%
减持
VOT
VANGUARD INDEX FDS
-$894.0K
11,645
-12%
增持
TSLA
TESLA INC
-$867.0K
2,573
+7%
减持
SCHV
SCHWAB STRATEGIC TR
-$826.0K
34,059
-18%
增持
NVDA
NVIDIA CORPORATION
-$810.0K
7,237
+4%
减持
SCHM
SCHWAB STRATEGIC TR
-$803.0K
59,314
-1%
减持
VNQ
VANGUARD INDEX FDS
-$795.0K
32,139
-6%
增持
MSFT
MICROSOFT CORP
-$728.0K
16,538
+2%
减持
VBR
VANGUARD INDEX FDS
-$717.0K
19,475
-6%
增持
VTV
VANGUARD INDEX FDS
-$689.0K
47,004
+1%
增持
AMZN
AMAZON COM INC
-$659.0K
22,400
+2303%
减持
VBK
VANGUARD INDEX FDS
-$615.0K
8,568
-8%
建仓
ADBE
ADOBE SYSTEMS INCORPORATED
+$588.0K
1,607
清仓
SHM
SPDR SER TR
-$572.0K
0
-100%
减持
SCHD
SCHWAB STRATEGIC TR
-$571.0K
58,072
-3%
建仓
SNPS
SYNOPSYS INC
+$555.0K
1,829
减持
SCHA
SCHWAB STRATEGIC TR
-$543.0K
63,527
-0%
减持
VOE
VANGUARD INDEX FDS
-$498.0K
14,168
-9%
减持
VEA
VANGUARD TAX-MANAGED INTL FD
-$453.0K
39,679
-8%
建仓
AMT
AMERICAN TOWER CORP NEW
+$451.0K
1,765
建仓
—
BLACKROCK INC
+$422.0K
692
建仓
AMGN
AMGEN INC
+$418.0K
1,719
建仓
NOW
SERVICENOW INC
+$414.0K
871
减持
GOOG
ALPHABET INC
-$409.0K
559
-4%
建仓
INTU
INTUIT
+$403.0K
1,046
建仓
LMT
LOCKHEED MARTIN CORP
+$395.0K
920
建仓
CDNS
CADENCE DESIGN SYSTEM INC
+$388.0K
2,583
减持
GOOGL
ALPHABET INC
-$386.0K
568
-3%
增持
CRM
SALESFORCE INC
+$375.0K
3,754
+226%
建仓
RTX
RAYTHEON TECHNOLOGIES CORP
+$374.0K
3,892
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$373.0K
3,551
-7%
减持
TTD
THE TRADE DESK INC
-$365.0K
12,267
-3%
清仓
SLYG
SPDR SER TR
-$365.0K
0
-100%
增持
—
ACCENTURE PLC IRELAND
+$364.0K
2,229
+195%
减持
SCHE
SCHWAB STRATEGIC TR
-$350.0K
61,013
-11%
增持
MRK
MERCK & CO INC
+$349.0K
6,090
+142%
建仓
NKE
NIKE INC
+$344.0K
3,362
建仓
ADP
AUTOMATIC DATA PROCESSING IN
+$330.0K
1,575
减持
PG
PROCTER AND GAMBLE CO
-$325.0K
18,949
-5%
建仓
ADI
ANALOG DEVICES INC
+$317.0K
2,170
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$314.0K
4,073
+103%
建仓
SPGI
S&P GLOBAL INC
+$312.0K
925
建仓
UPS
UNITED PARCEL SERVICE INC
+$310.0K
1,703
减持
HYD
VANECK ETF TRUST
-$307.0K
10,233
-32%
建仓
KR
KROGER CO
+$303.0K
6,396
减持
META
META PLATFORMS INC
-$300.0K
2,331
-23%
建仓
VRTX
VERTEX PHARMACEUTICALS INC
+$300.0K
1,066
建仓
MCK
MCKESSON CORP
+$291.0K
893
建仓
NDAQ
NASDAQ INC
+$288.0K
1,883
建仓
BDX
BECTON DICKINSON & CO
+$286.0K
1,159
建仓
CI
CIGNA CORP NEW
+$283.0K
1,073
减持
VXUS
VANGUARD STAR FDS
-$281.0K
23,624
-6%
建仓
APD
AIR PRODS & CHEMS INC
+$276.0K
1,147
增持
HON
HONEYWELL INTL INC
+$276.0K
2,762
+163%
建仓
LOW
LOWES COS INC
+$275.0K
1,578
建仓
DG
DOLLAR GEN CORP NEW
+$269.0K
1,094
清仓
UNP
UNION PAC CORP
-$266.0K
0
-100%
清仓
EMLC
VANECK ETF TRUST
-$262.0K
0
-100%
增持
PM
PHILIP MORRIS INTL INC
+$257.0K
5,088
+95%
建仓
SBUX
STARBUCKS CORP
+$257.0K
3,355
建仓
CAT
CATERPILLAR INC
+$255.0K
1,428
建仓
QCOM
QUALCOMM INC
+$255.0K
1,993
增持
SCHH
SCHWAB STRATEGIC TR
+$255.0K
23,404
+144%
增持
SHOP
SHOPIFY INC
-$252.0K
7,740
+959%
建仓
TJX
TJX COS INC NEW
+$252.0K
4,510
建仓
LECO
LINCOLN ELEC HLDGS INC
+$251.0K
2,036
增持
LLY
LILLY ELI & CO
+$250.0K
2,464
+29%
建仓
PYPL
PAYPAL HLDGS INC
+$247.0K
3,528
建仓
ZTS
ZOETIS INC
+$247.0K
1,433
建仓
MS
MORGAN STANLEY
+$242.0K
3,183
建仓
CCI
CROWN CASTLE INTL CORP NEW
+$242.0K
1,438
建仓
CSGP
COSTAR GROUP INC
+$241.0K
3,978
减持
WMT
WALMART INC
-$241.0K
3,322
-23%
减持
CSX
CSX CORP
-$238.0K
22,406
-6%
建仓
AEP
AMERICAN ELEC PWR CO INC
+$236.0K
2,450
建仓
MDLZ
MONDELEZ INTL INC
+$235.0K
3,778
建仓
GS
GOLDMAN SACHS GROUP INC
+$235.0K
791
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$234.0K
5,975
+93%
建仓
SCHW
SCHWAB CHARLES CORP
+$231.0K
3,648
建仓
HUM
HUMANA INC
+$230.0K
491
建仓
FIS
FIDELITY NATL INFORMATION SV
+$230.0K
2,511
建仓
ISRG
INTUITIVE SURGICAL INC
+$229.0K
1,140
建仓
—
CHUBB LIMITED
+$227.0K
1,156
清仓
TQQQ
PROSHARES TR
-$226.0K
0
-100%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$226.0K
1,816
-22%
建仓
CTAS
CINTAS CORP
+$225.0K
603
清仓
IWN
ISHARES TR
-$224.0K
0
-100%
建仓
PWR
QUANTA SVCS INC
+$223.0K
1,779
建仓
LTC
LTC PPTYS INC
+$221.0K
5,768
建仓
AVB
AVALONBAY CMNTYS INC
+$220.0K
1,133
建仓
SYK
STRYKER CORPORATION
+$220.0K
1,105
建仓
PSX
PHILLIPS 66
+$219.0K
2,676
增持
JNJ
JOHNSON & JOHNSON
+$219.0K
8,521
+17%
建仓
KEYS
KEYSIGHT TECHNOLOGIES INC
+$218.0K
1,579
建仓
WMB
WILLIAMS COS INC
+$217.0K
6,968
建仓
EW
EDWARDS LIFESCIENCES CORP
+$216.0K
2,266
减持
USMV
ISHARES TR
-$216.0K
6,704
-24%
建仓
NI
NISOURCE INC
+$214.0K
7,251
建仓
A
AGILENT TECHNOLOGIES INC
+$213.0K
1,791
建仓
HUBB
HUBBELL INC
+$212.0K
1,186
建仓
—
LAM RESEARCH CORP
+$212.0K
497
建仓
CME
CME GROUP INC
+$212.0K
1,035
建仓
COR
AMERISOURCEBERGEN CORP
+$212.0K
1,497
清仓
ESGV
VANGUARD WORLD FD
-$212.0K
0
-100%
增持
VOO
VANGUARD INDEX FDS
-$211.0K
3,267
+1%
增持
BAC
BK OF AMERICA CORP
-$210.0K
23,217
+3%
清仓
IJR
ISHARES TR
-$210.0K
0
-100%
增持
DHR
DANAHER CORPORATION
+$210.0K
1,792
+115%
清仓
VSS
VANGUARD INTL EQUITY INDEX F
-$208.0K
0
-100%
建仓
IWM
ISHARES TR
+$207.0K
1,220
建仓
IDA
IDACORP INC
+$204.0K
1,928
建仓
—
SEAGEN INC
+$204.0K
1,156
建仓
THG
HANOVER INS GROUP INC
+$203.0K
1,389
增持
PFE
PFIZER INC
+$203.0K
14,355
+35%
增持
CMCSA
COMCAST CORP NEW
+$201.0K
11,338
+118%
减持
DE
DEERE & CO
-$201.0K
803
-24%
建仓
—
ACTIVISION BLIZZARD INC
+$200.0K
2,556
清仓
GE
GENERAL ELECTRIC CO
-$200.0K
0
-100%
减持
DIS
DISNEY WALT CO
-$199.0K
2,882
-16%
增持
AZO
AUTOZONE INC
+$196.0K
189
+83%
增持
SPLV
INVESCO EXCH TRADED FD TR II
+$194.0K
7,472
+86%
增持
MPC
MARATHON PETE CORP
+$180.0K
4,811
+92%
增持
—
EXXON MOBIL CORP
+$176.0K
16,008
+11%
减持
CSCO
CISCO SYS INC
-$170.0K
8,304
-12%
减持
VB
VANGUARD INDEX FDS
-$168.0K
3,966
-3%
增持
OXY
OCCIDENTAL PETE CORP
+$166.0K
9,212
+38%
增持
IEFA
ISHARES TR
-$162.0K
19,527
+4%
减持
VO
VANGUARD INDEX FDS
-$159.0K
3,415
-2%
增持
ABBV
ABBVIE INC
+$159.0K
5,573
+30%
增持
SCHB
SCHWAB STRATEGIC TR
+$158.0K
211,252
+23%
建仓
F
FORD MTR CO DEL
+$158.0K
14,212
减持
BIL
SPDR SER TR
-$156.0K
5,128
-25%
增持
SCHX
SCHWAB STRATEGIC TR
-$156.0K
20,655
+3%
减持
PLD
PROLOGIS INC.
-$154.0K
2,845
-6%
减持
AVGO
BROADCOM INC
-$152.0K
789
-7%
增持
JPM
JPMORGAN CHASE & CO
+$146.0K
14,723
+33%
减持
WFC
WELLS FARGO CO NEW
-$140.0K
5,386
-26%
增持
USB
US BANCORP DEL
+$139.0K
7,974
+86%
增持
UNH
UNITEDHEALTH GROUP INC
+$138.0K
2,194
+13%
增持
AMD
ADVANCED MICRO DEVICES INC
-$136.0K
5,477
+8%
增持
COST
COSTCO WHSL CORP NEW
-$134.0K
1,478
+1%
减持
EFAV
ISHARES TR
-$134.0K
3,974
-26%
减持
HBAN
HUNTINGTON BANCSHARES INC
-$133.0K
50,574
-0%
增持
HYMB
SPDR SER TR
+$127.0K
11,492
+37%
增持
MCD
MCDONALDS CORP
+$116.0K
2,885
+20%
