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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 34
增持 79
减持 28
清仓 9
方向
标的
Δ市值
现股数(环比)
建仓
ULST
SSGA ACTIVE ETF TR
+$7.7M
192,179
清仓
VGSH
VANGUARD SCOTTSDALE FDS
-$7.7M
0
-100%
减持
BSV
VANGUARD BD INDEX FDS
-$4.7M
14,257
-82%
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
+$3.8M
52,809
+41%
清仓
IWV
ISHARES TR
-$3.3M
0
-100%
增持
SCHG
SCHWAB STRATEGIC TR
+$2.1M
127,767
+14%
增持
MSFT
MICROSOFT CORP
+$1.8M
23,865
+13%
增持
VTI
VANGUARD INDEX FDS
+$1.7M
113,871
+1%
减持
NVDA
NVIDIA CORPORATION
+$1.4M
10,469
-4%
增持
AMZN
AMAZON COM INC
+$1.2M
22,315
+64%
增持
VUG
VANGUARD INDEX FDS
+$1.1M
22,853
+6%
增持
META
META PLATFORMS INC
+$1.1M
7,821
+58%
增持
TSLA
TESLA INC
+$815.1K
9,560
+1%
增持
SCHB
SCHWAB STRATEGIC TR
+$733.9K
182,009
+2%
增持
VTV
VANGUARD INDEX FDS
+$688.9K
54,120
+12%
清仓
IWB
ISHARES TR
-$639.1K
0
-100%
增持
GOOGL
ALPHABET INC
+$637.5K
14,499
+48%
建仓
CRM
SALESFORCE INC
+$592.7K
2,967
增持
BIV
VANGUARD BD INDEX FDS
+$566.5K
13,398
+116%
增持
BND
VANGUARD BD INDEX FDS
+$540.5K
12,724
+129%
建仓
INTC
INTEL CORP
+$518.0K
15,856
增持
AMD
ADVANCED MICRO DEVICES INC
+$491.3K
7,154
+121%
增持
GOOG
ALPHABET INC
+$449.8K
11,202
+39%
建仓
AMAT
APPLIED MATLS INC
+$445.2K
3,625
增持
VXUS
VANGUARD STAR FDS
+$443.8K
42,317
+16%
清仓
DGRW
WISDOMTREE TR
-$431.9K
0
-100%
建仓
JEPI
J P MORGAN EXCHANGE TRADED F
+$384.7K
7,045
增持
VBR
VANGUARD INDEX FDS
+$384.4K
21,341
+13%
建仓
—
NEW YORK CMNTY BANCORP INC
+$370.9K
41,024
增持
VBK
VANGUARD INDEX FDS
+$364.1K
10,245
+11%
增持
VOT
VANGUARD INDEX FDS
+$353.5K
13,706
+6%
增持
VO
VANGUARD INDEX FDS
+$333.2K
4,980
+42%
增持
SYK
STRYKER CORPORATION
+$333.1K
2,115
+91%
建仓
DIS
DISNEY WALT CO
+$325.2K
3,248
减持
TTD
THE TRADE DESK INC
-$316.4K
6,809
-65%
建仓
DUK
DUKE ENERGY CORP NEW
+$312.8K
3,242
减持
DHR
DANAHER CORPORATION
-$302.5K
1,088
-50%
减持
JNJ
JOHNSON & JOHNSON
-$288.2K
8,532
-6%
清仓
SCHW
SCHWAB CHARLES CORP
-$281.8K
0
-100%
增持
INTU
INTUIT
+$278.9K
1,358
+62%
建仓
T
AT&T INC
+$275.9K
14,332
建仓
NI
NISOURCE INC
+$267.1K
9,552
建仓
MATW
MATTHEWS INTL CORP
+$265.3K
7,356
建仓
ADI
ANALOG DEVICES INC
+$263.3K
1,335
建仓
QCOM
QUALCOMM INC
+$253.4K
1,986
建仓
OGE
OGE ENERGY CORP
+$250.4K
6,650
增持
V
VISA INC
+$243.4K
4,980
+18%
清仓
DG
DOLLAR GEN CORP NEW
-$243.0K
0
-100%
建仓
—
SPOTIFY TECHNOLOGY S A
+$240.0K
1,796
建仓
BSX
BOSTON SCIENTIFIC CORP
+$238.2K
4,761
减持
HON
HONEYWELL INTL INC
-$234.1K
1,368
-41%
建仓
VSH
VISHAY INTERTECHNOLOGY INC
+$233.9K
10,339
减持
AMGN
AMGEN INC
-$230.6K
1,230
-39%
建仓
—
AON PLC
+$229.8K
729
建仓
WFC
WELLS FARGO CO NEW
+$229.8K
6,147
建仓
IDA
IDACORP INC
+$228.5K
2,109
建仓
TDG
TRANSDIGM GROUP INC
+$227.0K
308
清仓
ENPH
ENPHASE ENERGY INC
-$222.3K
0
-100%
增持
VSS
VANGUARD INTL EQUITY INDEX F
+$221.5K
4,558
+70%
建仓
RUSHB
RUSH ENTERPRISES INC
+$221.2K
3,694
建仓
PRI
PRIMERICA INC
+$219.8K
1,276
减持
UNH
UNITEDHEALTH GROUP INC
-$217.1K
2,646
-4%
建仓
DAL
DELTA AIR LINES INC DEL
+$216.9K
6,211
清仓
UNP
UNION PAC CORP
-$216.8K
0
-100%
建仓
VWOB
VANGUARD WHITEHALL FDS
+$214.6K
3,444
建仓
KR
KROGER CO
+$213.8K
4,330
清仓
UCB
UNITED CMNTY BKS BLAIRSVLE G
-$210.0K
0
-100%
建仓
CPRT
COPART INC
+$210.0K
2,792
建仓
URI
UNITED RENTALS INC
+$209.4K
529
增持
KO
COCA COLA CO
+$209.2K
12,752
+39%
建仓
FCX
FREEPORT-MCMORAN INC
+$208.6K
5,100
建仓
FBIN
FORTUNE BRANDS INNOVATIONS I
+$205.7K
3,503
建仓
WELL
WELLTOWER INC
+$204.8K
2,857
建仓
CMG
CHIPOTLE MEXICAN GRILL INC
+$203.3K
119
建仓
HLT
HILTON WORLDWIDE HLDGS INC
+$202.9K
1,440
减持
NSC
NORFOLK SOUTHN CORP
-$202.1K
1,991
-21%
建仓
THG
HANOVER INS GROUP INC
+$201.6K
1,569
增持
SCHV
SCHWAB STRATEGIC TR
+$199.4K
47,621
+8%
增持
ORCL
ORACLE CORP
+$193.7K
6,124
+33%
减持
OXY
OCCIDENTAL PETE CORP
-$192.3K
7,335
-29%
增持
—
AGILON HEALTH INC
+$191.7K
22,631
+6%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$188.0K
5,852
+12%
减持
NEE
NEXTERA ENERGY INC
-$185.4K
9,306
-14%
减持
BAC
BANK AMERICA CORP
-$179.3K
22,890
-9%
减持
HD
HOME DEPOT INC
-$174.5K
2,371
-14%
增持
VNQ
VANGUARD INDEX FDS
+$169.1K
38,120
+5%
减持
CSGP
COSTAR GROUP INC
-$167.5K
3,100
-37%
增持
HBAN
HUNTINGTON BANCSHARES INC
-$156.2K
54,375
+0%
增持
PM
PHILIP MORRIS INTL INC
+$155.2K
4,682
+58%
增持
VOE
VANGUARD INDEX FDS
+$154.8K
17,132
+8%
增持
GE
GENERAL ELECTRIC CO
+$152.4K
3,940
+47%
减持
PFE
PFIZER INC
-$152.3K
13,184
-2%
增持
COST
COSTCO WHSL CORP NEW
+$152.3K
1,759
+11%
减持
SCHD
SCHWAB STRATEGIC TR
-$150.1K
53,101
-1%
增持
AVGO
BROADCOM INC
+$149.5K
1,095
+11%
增持
CSCO
CISCO SYS INC
+$148.2K
15,595
+11%
增持
MA
MASTERCARD INCORPORATED
+$147.2K
2,138
+18%
减持
—
ACCENTURE PLC IRELAND
-$142.6K
1,699
-28%
增持
VTEB
VANGUARD MUN BD FDS
+$140.6K
32,443
+7%
增持
MPC
MARATHON PETE CORP
+$140.2K
5,587
+6%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$137.8K
1,247
+18%
增持
PG
PROCTER AND GAMBLE CO
+$135.9K
20,301
+7%
增持
CDNS
CADENCE DESIGN SYSTEM INC
+$133.8K
1,984
+13%
增持
CMCSA
COMCAST CORP NEW
+$133.4K
9,155
+50%
增持
—
EXXON MOBIL CORP
+$129.0K
19,784
+7%
增持
JPM
JPMORGAN CHASE & CO
+$127.3K
17,587
+9%
增持
BKNG
BOOKING HOLDINGS INC
+$123.7K
134
+17%
增持
HYD
VANECK ETF TRUST
+$123.0K
10,347
+27%
增持
AXP
AMERICAN EXPRESS CO
+$113.7K
2,117
+33%
增持
SNPS
SYNOPSYS INC
+$112.3K
1,391
+5%
增持
TXN
TEXAS INSTRS INC
+$108.5K
2,500
+16%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$106.1K
88,094
-6%
减持
SCHM
SCHWAB STRATEGIC TR
+$102.1K
57,857
-1%
增持
IDXX
IDEXX LABS INC
+$98.3K
766
+10%
减持
SPTS
SPDR SER TR
+$97.3K
294,747
-0%
增持
NFLX
NETFLIX INC
+$97.2K
1,402
+7%
增持
SLYV
SPDR SER TR
+$97.0K
9,363
+13%
增持
MCD
MCDONALDS CORP
+$95.1K
2,988
+6%
增持
VOO
VANGUARD INDEX FDS
+$94.6K
3,437
+1%
减持
ABT
ABBOTT LABS
-$94.6K
4,978
-9%
增持
PWR
QUANTA SVCS INC
+$93.8K
2,347
+13%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$88.9K
1,600
+2%
增持
MUB
ISHARES TR
+$88.9K
17,133
+3%
增持
BA
BOEING CO
+$87.4K
1,837
+16%
减持
SUB
ISHARES TR
-$86.3K
14,088
-6%
增持
NOW
SERVICENOW INC
+$84.7K
707
+13%
增持
PLD
PROLOGIS INC.
+$84.6K
4,911
+5%
增持
MS
MORGAN STANLEY
+$82.5K
4,813
+20%
增持
—
ROYAL CARIBBEAN GROUP
+$82.4K
4,354
+7%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$80.7K
26,083
-0%
增持
UPS
UNITED PARCEL SERVICE INC
+$79.9K
1,515
+23%
减持
NDAQ
NASDAQ INC
-$78.6K
4,098
-17%
增持
ELV
ELEVANCE HEALTH INC
-$78.4K
1,503
+0%
增持
LEN
LENNAR CORP
+$78.2K
2,966
+15%
增持
HYMB
SPDR SER TR
-$77.8K
23,841
+73%
减持
SCHA
SCHWAB STRATEGIC TR
+$72.5K
62,768
-1%
增持
CAT
CATERPILLAR INC
+$71.3K
1,393
+35%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$71.2K
3,284
+32%
减持
AWK
AMERICAN WTR WKS CO INC NEW
-$69.6K
2,017
-16%
增持
—
NVENT ELECTRIC PLC
+$69.3K
6,922
+17%
增持
NKE
NIKE INC
+$68.7K
2,968
+18%
减持
IVV
ISHARES TR
+$66.8K
2,515
-0%
增持
LECO
LINCOLN ELEC HLDGS INC
+$66.8K
2,286
+3%
增持
PEP
PEPSICO INC
+$64.1K
7,220
+4%
增持
ITT
ITT INC
+$61.4K
3,537
+18%
增持
REGN
REGENERON PHARMACEUTICALS
+$60.9K
320
+14%
减持
SPYV
SPDR SER TR
-$59.2K
4,991
-26%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$59.0K
925
+15%
增持
MRK
MERCK & CO INC
+$58.9K
9,002
+11%
增持
ABBV
ABBVIE INC
+$55.8K
6,988
+7%
