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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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 150 项
建仓 29
增持 46
减持 26
清仓 49
方向
标的
Δ市值
现股数(环比)
建仓
SPTS
SPDR SER TR
+$8.5M
294,848
增持
BSV
VANGUARD BD INDEX FDS
+$5.5M
77,555
+1700%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$5.1M
132,665
-40%
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
VTI
VANGUARD INDEX FDS
+$5.0M
112,390
+25%
建仓
IWV
ISHARES TR
+$3.3M
14,763
减持
AAPL
APPLE INC
-$1.9M
37,460
-24%
减持
AMZN
AMAZON COM INC
-$1.6M
13,610
-44%
减持
VBK
VANGUARD INDEX FDS
-$1.3M
9,240
-42%
增持
TSLA
TESLA INC
-$1.3M
9,485
+4%
增持
MSFT
MICROSOFT CORP
+$1.2M
21,166
+27%
减持
VBR
VANGUARD INDEX FDS
-$1.2M
18,914
-35%
增持
NVDA
NVIDIA CORPORATION
+$1.0M
10,933
+182%
增持
VUG
VANGUARD INDEX FDS
+$786.3K
21,573
+21%
增持
VTEB
VANGUARD MUN BD FDS
+$786.0K
30,370
+104%
减持
MUB
ISHARES TR
-$775.0K
16,651
-33%
清仓
SHM
SPDR SER TR
-$762.0K
0
-100%
增持
SUB
ISHARES TR
+$756.0K
14,971
+91%
增持
VXUS
VANGUARD STAR FDS
+$718.7K
36,583
+43%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$717.8K
94,018
+16%
增持
JPM
JPMORGAN CHASE & CO
+$650.4K
16,140
+11%
建仓
IWB
ISHARES TR
+$639.1K
3,036
增持
SCHV
SCHWAB STRATEGIC TR
+$628.6K
44,283
+13%
增持
SCHB
SCHWAB STRATEGIC TR
+$599.2K
178,278
+1%
增持
—
EXXON MOBIL CORP
+$541.6K
18,500
+8%
建仓
ADBE
ADOBE SYSTEMS INCORPORATED
+$527.7K
1,568
建仓
DAR
DARLING INGREDIENTS INC
+$500.1K
7,990
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$498.9K
5,241
+25%
增持
V
VISA INC
+$471.5K
4,233
+84%
清仓
DIS
DISNEY WALT CO
-$465.0K
0
-100%
增持
HD
HOME DEPOT INC
+$461.3K
2,768
+85%
清仓
CVS
CVS HEALTH CORP
-$446.0K
0
-100%
减持
SCHE
SCHWAB STRATEGIC TR
-$442.1K
34,300
-39%
建仓
DGRW
WISDOMTREE TR
+$431.9K
7,155
减持
SCHD
SCHWAB STRATEGIC TR
+$422.3K
53,417
-2%
减持
PG
PROCTER AND GAMBLE CO
+$420.7K
19,020
-2%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$420.5K
26,149
-37%
增持
IEFA
ISHARES TR
+$418.9K
20,310
+28%
清仓
WFC
WELLS FARGO CO NEW
-$417.0K
0
-100%
建仓
AWK
AMERICAN WTR WKS CO INC NEW
+$365.0K
2,395
清仓
PYPL
PAYPAL HLDGS INC
-$355.0K
0
-100%
增持
SCHM
SCHWAB STRATEGIC TR
+$349.5K
58,276
+2%
清仓
AMT
AMERICAN TOWER CORP NEW
-$330.0K
0
-100%
建仓
SLYG
SPDR SER TR
+$328.8K
4,551
增持
MA
MASTERCARD INCORPORATED
+$327.7K
1,811
+71%
清仓
CRWD
CROWDSTRIKE HLDGS INC
-$326.0K
0
-100%
清仓
DUK
DUKE ENERGY CORP NEW
-$317.0K
0
-100%
增持
CVX
CHEVRON CORP NEW
+$311.4K
5,869
+14%
清仓
PANW
PALO ALTO NETWORKS INC
-$306.0K
0
-100%
增持
TTD
THE TRADE DESK INC
+$305.1K
19,308
+171%
增持
MRK
MERCK & CO INC
+$304.9K
8,102
+17%
建仓
NKE
NIKE INC
+$295.3K
2,524
减持
GOOG
ALPHABET INC
-$288.7K
8,061
-23%
清仓
AMAT
APPLIED MATLS INC
-$288.0K
0
-100%
建仓
IDXX
IDEXX LABS INC
+$284.8K
698
清仓
CMG
CHIPOTLE MEXICAN GRILL INC
-$278.0K
0
-100%
增持
PFE
PFIZER INC
+$276.1K
13,500
+45%
清仓
HUM
HUMANA INC
-$274.0K
0
-100%
清仓
ADI
ANALOG DEVICES INC
-$271.0K
0
-100%
清仓
EMB
ISHARES TR
-$267.0K
0
-100%
减持
INTU
INTUIT
-$263.4K
839
-45%
建仓
SPYV
SPDR SER TR
+$262.4K
6,748
清仓
IDA
IDACORP INC
-$262.0K
0
-100%
清仓
LTC
LTC PPTYS INC
-$258.0K
0
-100%
建仓
STAG
STAG INDL INC
+$257.1K
7,958
清仓
KR
KROGER CO
-$255.0K
0
-100%
增持
ABBV
ABBVIE INC
+$251.9K
6,546
+9%
增持
SCHG
SCHWAB STRATEGIC TR
+$251.2K
111,867
+5%
清仓
TGT
TARGET CORP
-$251.0K
0
-100%
建仓
RTX
RAYTHEON TECHNOLOGIES CORP
+$250.4K
2,481
清仓
INTC
INTEL CORP
-$249.0K
0
-100%
建仓
CAT
CATERPILLAR INC
+$247.5K
1,033
清仓
ZTS
ZOETIS INC
-$247.0K
0
-100%
减持
VTV
VANGUARD INDEX FDS
-$246.1K
48,336
-15%
建仓
BUSE
FIRST BUSEY CORP
+$245.5K
9,931
清仓
AVB
AVALONBAY CMNTYS INC
-$244.0K
0
-100%
清仓
BDX
BECTON DICKINSON & CO
-$243.0K
0
-100%
清仓
GM
GENERAL MTRS CO
-$241.0K
0
-100%
建仓
SLB
SCHLUMBERGER LTD
+$239.8K
4,486
清仓
BSX
BOSTON SCIENTIFIC CORP
-$238.0K
0
-100%
清仓
—
TWITTER INC
-$238.0K
0
-100%
清仓
—
AON PLC
-$235.0K
0
-100%
建仓
LEN
LENNAR CORP
+$233.6K
2,581
建仓
BKNG
BOOKING HOLDINGS INC
+$231.8K
115
清仓
SPLV
INVESCO EXCH TRADED FD TR II
-$228.0K
0
-100%
建仓
—
NVENT ELECTRIC PLC
+$227.9K
5,925
增持
JNJ
JOHNSON & JOHNSON
+$225.7K
9,118
+8%
清仓
CRM
SALESFORCE INC
-$223.0K
0
-100%
增持
WMT
WALMART INC
+$222.0K
6,249
+22%
清仓
QCOM
QUALCOMM INC
-$222.0K
0
-100%
清仓
LNG
CHENIERE ENERGY INC
-$222.0K
0
-100%
清仓
AEP
AMERICAN ELEC PWR CO INC
-$220.0K
0
-100%
建仓
IDLV
INVESCO EXCH TRADED FD TR II
+$219.5K
8,198
增持
PEP
PEPSICO INC
+$219.1K
6,931
+10%
清仓
ALB
ALBEMARLE CORP
-$218.0K
0
-100%
清仓
CENTA
CENTRAL GARDEN & PET CO
-$218.0K
0
-100%
清仓
CCI
CROWN CASTLE INC
-$215.0K
0
-100%
增持
HYMB
SPDR SER TR
+$214.8K
13,779
+44%
建仓
IWN
ISHARES TR
+$214.5K
1,547
建仓
CMCSA
COMCAST CORP NEW
+$213.7K
6,110
清仓
PRU
PRUDENTIAL FINL INC
-$213.0K
0
-100%
建仓
IWO
ISHARES TR
+$212.6K
991
清仓
EMLC
VANECK ETF TRUST
-$212.0K
0
-100%
清仓
HOPE
HOPE BANCORP INC
-$212.0K
0
-100%
建仓
EBND
SPDR SER TR
+$211.9K
10,306
清仓
CF
CF INDS HLDGS INC
-$211.0K
0
-100%
增持
LLY
LILLY ELI & CO
+$210.8K
2,998
+9%
增持
PLD
PROLOGIS INC.
+$210.1K
4,685
+50%
清仓
MDLZ
MONDELEZ INTL INC
-$210.0K
0
-100%
清仓
CPRT
COPART INC
-$209.0K
0
-100%
清仓
—
CHUBB LIMITED
-$209.0K
0
-100%
清仓
SHOP
SHOPIFY INC
-$207.0K
0
-100%
减持
GOOGL
ALPHABET INC
-$205.5K
9,821
-12%
建仓
PSX
PHILLIPS 66
+$203.8K
1,958
建仓
—
DUPONT DE NEMOURS INC
+$203.1K
2,959
清仓
QQQ
INVESCO QQQ TR
-$203.0K
0
-100%
清仓
FISV
FISERV INC
-$202.0K
0
-100%
建仓
—
ROYAL CARIBBEAN GROUP
+$201.9K
4,085
建仓
SQ
BLOCK INC
+$201.5K
3,206
清仓
IWM
ISHARES TR
-$201.0K
0
-100%
增持
ABT
ABBOTT LABS
+$200.7K
5,453
+33%
建仓
CPB
CAMPBELL SOUP CO
+$200.6K
3,535
清仓
AIG
AMERICAN INTL GROUP INC
-$200.0K
0
-100%
减持
COST
COSTCO WHSL CORP NEW
-$197.3K
1,581
-19%
增持
UNH
UNITEDHEALTH GROUP INC
+$188.5K
2,768
+9%
减持
HYD
VANECK ETF TRUST
-$185.6K
8,158
-32%
减持
CDNS
CADENCE DESIGN SYSTEM INC
-$184.0K
1,762
-38%
减持
VOE
VANGUARD INDEX FDS
+$181.8K
15,837
-2%
减持
—
AGILON HEALTH INC
-$171.2K
21,425
-3%
增持
DE
DEERE & CO
+$167.2K
1,274
+12%
增持
AVGO
BROADCOM INC
+$165.0K
989
+13%
减持
SNPS
SYNOPSYS INC
-$164.0K
1,331
-31%
增持
ELV
ELEVANCE HEALTH INC
+$161.6K
1,500
+12%
增持
SLYV
SPDR SER TR
+$161.3K
8,303
+23%
清仓
T
AT&T INC
-$161.0K
0
-100%
增持
VZ
VERIZON COMMUNICATIONS INC
+$160.6K
11,387
+50%
减持
TXN
TEXAS INSTRS INC
-$158.5K
2,158
-35%
增持
NEE
NEXTERA ENERGY INC
+$154.7K
10,798
+13%
增持
HON
HONEYWELL INTL INC
+$146.5K
2,312
+11%
减持
SCHA
SCHWAB STRATEGIC TR
+$145.3K
63,177
-1%
增持
VOT
VANGUARD INDEX FDS
+$128.5K
12,892
+0%
增持
AMGN
AMGEN INC
+$124.9K
2,010
+12%
增持
MDYV
SPDR SER TR
+$120.5K
7,795
+18%
增持
LECO
LINCOLN ELEC HLDGS INC
+$115.8K
2,213
+36%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$111.8K
4,672
-26%
增持
MPC
MARATHON PETE CORP
+$108.1K
5,268
+4%
清仓
—
CARNIVAL CORP
-$108.0K
0
-100%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$107.8K
1,219
-31%
减持
CSCO
CISCO SYS INC
+$105.0K
14,001
-0%
减持
SYK
STRYKER CORPORATION
-$104.3K
1,107
-40%
清仓
PLTR
PALANTIR TECHNOLOGIES INC
-$104.0K
0
-100%