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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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 150 项
建仓 33
增持 64
减持 35
清仓 18
方向
标的
Δ市值
现股数(环比)
建仓
VGSH
VANGUARD SCOTTSDALE FDS
+$12.7M
220,231
减持
SCHB
SCHWAB STRATEGIC TR
-$2.0M
175,663
-17%
增持
AAPL
APPLE INC
+$1.8M
49,191
+35%
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
VBK
VANGUARD INDEX FDS
+$1.4M
15,912
+86%
增持
VBR
VANGUARD INDEX FDS
+$1.3M
29,105
+49%
增持
VTV
VANGUARD INDEX FDS
+$832.0K
56,939
+21%
建仓
SHM
SPDR SER TR
+$762.0K
16,526
减持
SUB
ISHARES TR
-$707.0K
7,840
-46%
增持
TSLA
TESLA INC
+$688.0K
9,124
+255%
减持
NVDA
NVIDIA CORPORATION
-$626.0K
3,877
-46%
清仓
ADBE
ADOBE SYSTEMS INCORPORATED
-$588.0K
0
-100%
减持
SCHD
SCHWAB STRATEGIC TR
-$554.0K
54,263
-7%
清仓
CMCSA
COMCAST CORP NEW
-$445.0K
0
-100%
减持
T
AT&T INC
-$435.0K
10,508
-63%
减持
V
VISA INC
-$402.0K
2,298
-44%
减持
CRM
SALESFORCE INC
-$397.0K
1,550
-59%
清仓
RTX
RAYTHEON TECHNOLOGIES CORP
-$374.0K
0
-100%
增持
AMZN
AMAZON COM INC
+$371.0K
24,338
+9%
增持
MSFT
MICROSOFT CORP
-$366.0K
16,665
+1%
减持
PFE
PFIZER INC
-$345.0K
9,321
-35%
清仓
NKE
NIKE INC
-$344.0K
0
-100%
建仓
NFLX
NETFLIX INC
+$331.0K
1,408
建仓
BSV
VANGUARD BD INDEX FDS
+$323.0K
4,309
增持
VWO
VANGUARD INTL EQUITY INDEX F
-$316.0K
80,732
+3%
减持
IEFA
ISHARES TR
-$316.0K
15,816
-19%
建仓
ENPH
ENPHASE ENERGY INC
+$307.0K
1,105
建仓
PANW
PALO ALTO NETWORKS INC
+$306.0K
1,869
减持
MUB
ISHARES TR
-$303.0K
24,680
-7%
减持
SCHE
SCHWAB STRATEGIC TR
-$294.0K
55,955
-8%
减持
MA
MASTERCARD INCORPORATED
-$286.0K
1,062
-43%
建仓
CMG
CHIPOTLE MEXICAN GRILL INC
+$278.0K
185
建仓
—
HOSTESS BRANDS INC
+$272.0K
11,688
建仓
REGN
REGENERON PHARMACEUTICALS
+$264.0K
384
清仓
IDLV
INVESCO EXCH TRADED FD TR II
-$263.0K
0
-100%
增持
PG
PROCTER AND GAMBLE CO
-$263.0K
19,502
+3%
增持
WMT
WALMART INC
+$260.0K
5,119
+54%
清仓
CENT
CENTRAL GARDEN & PET CO
-$258.0K
0
-100%
建仓
UNP
UNION PAC CORP
+$257.0K
1,319
清仓
CAT
CATERPILLAR INC
-$255.0K
0
-100%
减持
SCHH
SCHWAB STRATEGIC TR
-$252.0K
12,946
-45%
建仓
TGT
TARGET CORP
+$251.0K
1,694
建仓
INTC
INTEL CORP
+$249.0K
9,642
减持
SCHM
SCHWAB STRATEGIC TR
-$247.0K
57,394
-3%
减持
HD
HOME DEPOT INC
-$245.0K
1,498
-38%
建仓
GM
GENERAL MTRS CO
+$241.0K
7,516
建仓
BSX
BOSTON SCIENTIFIC CORP
+$238.0K
6,130
建仓
—
TWITTER INC
+$238.0K
5,436
减持
SPLV
INVESCO EXCH TRADED FD TR II
-$236.0K
3,944
-47%
建仓
—
AON PLC
+$235.0K
877
建仓
GE
GENERAL ELECTRIC CO
+$232.0K
3,761
清仓
FIS
FIDELITY NATL INFORMATION SV
-$230.0K
0
-100%
减持
VZ
VERIZON COMMUNICATIONS INC
-$229.0K
7,591
-26%
建仓
LNG
CHENIERE ENERGY INC
+$222.0K
1,337
清仓
PSX
PHILLIPS 66
-$219.0K
0
-100%
建仓
UCB
UNITED CMNTY BKS BLAIRSVLE G
+$218.0K
6,578
建仓
ALB
ALBEMARLE CORP
+$218.0K
826
增持
GOOG
ALPHABET INC
-$218.0K
10,438
+1767%
清仓
WMB
WILLIAMS COS INC
-$217.0K
0
-100%
清仓
EW
EDWARDS LIFESCIENCES CORP
-$216.0K
0
-100%
建仓
CLX
CLOROX CO DEL
+$216.0K
1,677
清仓
NI
NISOURCE INC
-$214.0K
0
-100%
建仓
PRU
PRUDENTIAL FINL INC
+$213.0K
2,488
清仓
—
LAM RESEARCH CORP
-$212.0K
0
-100%
减持
AMD
ADVANCED MICRO DEVICES INC
-$212.0K
3,265
-40%
清仓
CME
CME GROUP INC
-$212.0K
0
-100%
建仓
VSS
VANGUARD INTL EQUITY INDEX F
+$212.0K
2,288
建仓
EMLC
VANECK ETF TRUST
+$212.0K
9,279
建仓
CF
CF INDS HLDGS INC
+$211.0K
2,192
增持
COST
COSTCO WHSL CORP NEW
+$211.0K
1,945
+32%
建仓
CPRT
COPART INC
+$209.0K
1,964
清仓
DGRW
WISDOMTREE TR
-$209.0K
0
-100%
减持
NOW
SERVICENOW INC
-$209.0K
544
-38%
增持
CSCO
CISCO SYS INC
+$208.0K
14,048
+69%
建仓
BBWI
BATH & BODY WORKS INC
+$207.0K
6,362
增持
WFC
WELLS FARGO CO NEW
+$206.0K
10,351
+92%
清仓
—
SEAGEN INC
-$204.0K
0
-100%
清仓
THG
HANOVER INS GROUP INC
-$203.0K
0
-100%
建仓
QQQ
INVESCO QQQ TR
+$203.0K
760
建仓
FISV
FISERV INC
+$202.0K
2,153
清仓
—
ACTIVISION BLIZZARD INC
-$200.0K
0
-100%
建仓
ITT
ITT INC
+$200.0K
3,061
建仓
AIG
AMERICAN INTL GROUP INC
+$200.0K
4,226
增持
VTI
VANGUARD INDEX FDS
-$193.0K
90,093
+4%
增持
DIS
DISNEY WALT CO
+$193.0K
4,929
+71%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$192.0K
3,224
-21%
增持
META
META PLATFORMS INC
+$188.0K
4,158
+78%
增持
INTU
INTUIT
+$187.0K
1,525
+46%
增持
SCHF
SCHWAB STRATEGIC TR
+$183.0K
15,624
+91%
增持
SCHV
SCHWAB STRATEGIC TR
+$169.0K
39,222
+15%
增持
TXN
TEXAS INSTRS INC
+$169.0K
3,328
+48%
增持
GOOGL
ALPHABET INC
-$166.0K
11,204
+1873%
增持
DHR
DANAHER CORPORATION
+$160.0K
2,377
+33%
增持
VTEB
VANGUARD MUN BD FDS
+$156.0K
14,898
+33%
增持
SYK
STRYKER CORPORATION
+$155.0K
1,852
+68%
增持
UNH
UNITEDHEALTH GROUP INC
+$152.0K
2,532
+15%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$151.0K
4,197
+18%
增持
BAC
BK OF AMERICA CORP
+$147.0K
28,794
+24%
增持
VOT
VANGUARD INDEX FDS
+$147.0K
12,836
+10%
减持
PM
PHILIP MORRIS INTL INC
-$146.0K
4,297
-16%
减持
JPM
JPMORGAN CHASE & CO
-$144.0K
14,486
-2%
减持
VYM
VANGUARD WHITEHALL FDS
-$139.0K
5,600
-15%
增持
DE
DEERE & CO
+$139.0K
1,135
+41%
减持
HON
HONEYWELL INTL INC
-$131.0K
2,089
-24%
减持
HYMB
SPDR SER TR
-$130.0K
9,592
-17%
增持
—
EXXON MOBIL CORP
+$128.0K
17,163
+7%
减持
JNJ
JOHNSON & JOHNSON
-$127.0K
8,478
-1%
增持
SCHW
SCHWAB CHARLES CORP
+$126.0K
4,960
+36%
增持
VOE
VANGUARD INDEX FDS
+$125.0K
16,090
+14%
减持
AMT
AMERICAN TOWER CORP NEW
-$121.0K
1,536
-13%
增持
MPC
MARATHON PETE CORP
+$110.0K
5,082
+6%
增持
PYPL
PAYPAL HLDGS INC
+$108.0K
4,127
+17%
增持
SCHG
SCHWAB STRATEGIC TR
+$104.0K
106,758
+6%
增持
PEP
PEPSICO INC
+$104.0K
6,328
+14%
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$104.0K
12,712
增持
CVX
CHEVRON CORP NEW
+$103.0K
5,161
+17%
增持
SBUX
STARBUCKS CORP
+$101.0K
4,253
+27%
增持
VEA
VANGUARD TAX-MANAGED FDS
-$101.0K
41,768
+5%
增持
HUBB
HUBBELL INC
+$96.0K
1,381
+16%
增持
NEE
NEXTERA ENERGY INC
+$92.0K
9,547
+13%
增持
CSX
CSX CORP
+$92.0K
27,873
+24%
增持
OXY
OCCIDENTAL PETE CORP
+$91.0K
10,321
+12%
减持
TTD
THE TRADE DESK INC
-$88.0K
7,118
-42%
建仓
NOK
NOKIA CORP
+$88.0K
20,565
增持
LLY
LILLY ELI & CO
+$87.0K
2,739
+11%
增持
KEYS
KEYSIGHT TECHNOLOGIES INC
+$81.0K
1,901
+20%
减持
UPS
UNITED PARCEL SERVICE INC
-$81.0K
1,418
-17%
增持
CDNS
CADENCE DESIGN SYSTEM INC
+$79.0K
2,861
+11%
增持
AXP
AMERICAN EXPRESS CO
+$79.0K
2,330
+37%
增持
LOW
LOWES COS INC
+$77.0K
1,873
+19%
减持
IEMG
ISHARES INC
-$74.0K
7,271
-8%
增持
CI
CIGNA CORP NEW
+$71.0K
1,274
+19%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$69.0K
1,764
+12%
减持
USB
US BANCORP DEL
-$68.0K
7,397
-7%
增持
MS
MORGAN STANLEY
+$67.0K
3,914
+23%
增持
CVS
CVS HEALTH CORP
+$64.0K
4,683
+14%
增持
SCHA
SCHWAB STRATEGIC TR
-$63.0K
63,867
+1%
减持
BND
VANGUARD BD INDEX FDS
-$62.0K
5,091
-10%
增持
A
AGILENT TECHNOLOGIES INC
+$59.0K
2,240
+25%
增持
IDA
IDACORP INC
+$58.0K
2,654
+38%
增持
TJX
TJX COS INC NEW
+$57.0K
4,977
+10%
增持
MCK
MCKESSON CORP
+$56.0K
1,021
+14%
增持
GS
GOLDMAN SACHS GROUP INC
+$55.0K
990
+25%
增持
PWR
QUANTA SVCS INC
+$55.0K
2,182
+23%
减持
HBAN
HUNTINGTON BANCSHARES INC
+$54.0K
50,254
-1%
减持
BIL
SPDR SER TR
-$53.0K
4,538
-12%
增持
EMB
ISHARES TR
+$53.0K
3,364
+34%
增持
HOPE
HOPE BANCORP INC
+$53.0K
16,761
+46%
增持
VXUS
VANGUARD STAR FDS
-$52.0K
25,502
+8%
增持
DG
DOLLAR GEN CORP NEW
+$52.0K
1,338
+22%
减持
KR
KROGER CO
-$48.0K
5,821
-9%
