小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 22
增持 92
减持 25
清仓 11
方向
标的
Δ市值
现股数(环比)
清仓
SPTS
SPDR SER TR
-$8.6M
0
-100%
增持
VTI
VANGUARD INDEX FDS
-$4.3M
115,099
+1%
增持
BIV
VANGUARD BD INDEX FDS
+$2.6M
13,786
+3%
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
+$2.6M
66,499
+26%
增持
VOE
VANGUARD INDEX FDS
+$2.0M
19,268
+12%
增持
NVDA
NVIDIA CORPORATION
+$1.8M
12,033
+15%
增持
MSFT
MICROSOFT CORP
+$1.7M
25,081
+5%
增持
AMZN
AMAZON COM INC
+$1.3M
28,310
+27%
增持
VUG
VANGUARD INDEX FDS
+$1.1M
24,144
+6%
减持
SCHG
SCHWAB STRATEGIC TR
+$1.0M
124,530
-3%
增持
TSLA
TESLA INC
+$964.0K
11,259
+18%
建仓
AGNT
EXP WORLD HLDGS INC
+$904.8K
44,614
增持
ULST
SSGA ACTIVE ETF TR
+$895.2K
214,421
+12%
建仓
STXV
EA SERIES TRUST
+$751.6K
29,827
建仓
STXG
EA SERIES TRUST
+$749.6K
23,948
建仓
STXF
EA SERIES TRUST
+$693.5K
24,469
增持
GOOG
ALPHABET INC
+$679.4K
15,847
+41%
增持
GOOGL
ALPHABET INC
+$628.1K
17,812
+23%
减持
SCHA
SCHWAB STRATEGIC TR
-$579.2K
57,543
-8%
增持
BA
BOEING CO
+$551.1K
4,758
+159%
增持
META
META PLATFORMS INC
+$540.1K
8,198
+5%
增持
LLY
LILLY ELI & CO
+$498.0K
3,367
+7%
增持
VOT
VANGUARD INDEX FDS
+$460.9K
15,607
+14%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$422.5K
2,125
+33%
增持
NFLX
NETFLIX INC
+$420.8K
2,055
+47%
增持
JPM
JPMORGAN CHASE & CO
+$389.4K
18,435
+5%
清仓
JEPI
J P MORGAN EXCHANGE TRADED F
-$384.7K
0
-100%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$382.3K
6,420
+10%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$348.5K
710
-43%
增持
AVGO
BROADCOM INC
+$344.5K
1,207
+10%
增持
VNQ
VANGUARD INDEX FDS
+$334.2K
42,028
+10%
增持
VTV
VANGUARD INDEX FDS
+$317.1K
56,215
+4%
清仓
A
AGILENT TECHNOLOGIES INC
-$313.6K
0
-100%
减持
MPC
MARATHON PETE CORP
-$299.7K
3,890
-30%
增持
VBK
VANGUARD INDEX FDS
+$297.4K
11,511
+12%
建仓
MDB
MONGODB INC
+$293.4K
714
减持
VZ
VERIZON COMMUNICATIONS INC
-$292.5K
5,498
-57%
增持
BND
VANGUARD BD INDEX FDS
+$292.1K
14,248
+12%
增持
CMCSA
COMCAST CORP NEW
+$290.9K
15,354
+68%
减持
ABBV
ABBVIE INC
-$284.8K
6,152
-12%
建仓
PANW
PALO ALTO NETWORKS INC
+$279.0K
1,092
清仓
DHR
DANAHER CORPORATION
-$274.2K
0
-100%
减持
ELV
ELEVANCE HEALTH INC
-$273.2K
941
-37%
增持
HON
HONEYWELL INTL INC
+$272.6K
2,574
+88%
增持
VXUS
VANGUARD STAR FDS
+$263.9K
46,516
+10%
增持
SPGI
S&P GLOBAL INC
+$259.4K
1,206
+86%
减持
PLD
PROLOGIS INC.
-$255.4K
2,914
-41%
建仓
ARES
ARES MANAGEMENT CORPORATION
+$245.5K
2,548
建仓
AIG
AMERICAN INTL GROUP INC
+$243.3K
4,228
清仓
SQ
BLOCK INC
-$241.3K
0
-100%
建仓
IWM
ISHARES TR
+$233.6K
1,603
清仓
BUSE
FIRST BUSEY CORP
-$233.5K
0
-100%
建仓
CNO
CNO FINL GROUP INC
+$229.3K
9,686
增持
—
ROYAL CARIBBEAN GROUP
+$221.5K
4,876
+12%
清仓
CPB
CAMPBELL SOUP CO
-$220.6K
0
-100%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$220.4K
32,686
+25%
减持
DE
DEERE & CO
-$219.6K
804
-39%
建仓
STXK
EA SERIES TRUST
+$219.6K
8,263
建仓
—
LAM RESEARCH CORP
+$218.6K
340
建仓
ZTS
ZOETIS INC
+$218.5K
1,269
清仓
EBND
SPDR SER TR
-$218.0K
0
-100%
增持
ORCL
ORACLE CORP
+$216.4K
6,595
+8%
建仓
DXCM
DEXCOM INC
+$215.6K
1,678
建仓
—
CHUBB LIMITED
+$215.5K
1,119
增持
AMD
ADVANCED MICRO DEVICES INC
+$215.5K
8,047
+12%
清仓
VWOB
VANGUARD WHITEHALL FDS
-$214.6K
0
-100%
建仓
PHM
PULTE GROUP INC
+$214.2K
2,758
建仓
FISV
FISERV INC
+$211.2K
1,674
建仓
EW
EDWARDS LIFESCIENCES CORP
+$210.3K
2,229
清仓
IWN
ISHARES TR
-$207.2K
0
-100%
增持
V
VISA INC
+$205.9K
5,595
+12%
增持
VWO
VANGUARD INTL EQUITY INDEX F
-$205.7K
93,084
+6%
增持
—
NEW YORK CMNTY BANCORP INC
+$202.7K
51,024
+24%
建仓
ESGV
VANGUARD WORLD FD
+$202.5K
2,584
建仓
DGRW
WISDOMTREE TR
+$202.1K
3,032
清仓
THG
HANOVER INS GROUP INC
-$201.6K
0
-100%
增持
CMG
CHIPOTLE MEXICAN GRILL INC
+$201.0K
489
+311%
增持
MA
MASTERCARD INCORPORATED
+$181.1K
2,436
+14%
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$178.1K
11,620
增持
HD
HOME DEPOT INC
+$172.6K
2,808
+18%
增持
UNH
UNITEDHEALTH GROUP INC
+$160.7K
2,936
+11%
增持
ISRG
INTUITIVE SURGICAL INC
+$157.7K
1,254
+18%
增持
HUBB
HUBBELL INC
+$155.4K
1,413
+10%
增持
JNJ
JOHNSON & JOHNSON
+$151.9K
9,207
+8%
增持
MRK
MERCK & CO INC
+$148.6K
9,588
+7%
减持
—
AGILON HEALTH INC
-$145.4K
22,613
-0%
增持
CSX
CSX CORP
+$137.8K
26,455
+4%
增持
DAL
DELTA AIR LINES INC DEL
+$137.2K
7,449
+20%
增持
COST
COSTCO WHSL CORP NEW
+$129.5K
1,864
+6%
增持
TTD
THE TRADE DESK INC
+$128.9K
10,040
+47%
增持
CSGP
COSTAR GROUP INC
+$128.9K
3,846
+24%
增持
PWR
QUANTA SVCS INC
+$126.7K
2,636
+12%
增持
CRM
SALESFORCE INC
+$123.0K
3,388
+14%
增持
LECO
LINCOLN ELEC HLDGS INC
+$117.2K
2,536
+11%
增持
LEN
LENNAR CORP
+$114.7K
3,403
+15%
增持
SNPS
SYNOPSYS INC
+$114.1K
1,496
+8%
增持
—
ACCENTURE PLC IRELAND
+$114.0K
1,943
+14%
增持
VOO
VANGUARD INDEX FDS
+$111.8K
3,448
+0%
增持
ABT
ABBOTT LABS
+$111.0K
5,642
+13%
增持
WMT
WALMART INC
+$107.7K
6,527
+5%
增持
NOW
SERVICENOW INC
+$107.5K
776
+10%
增持
MCK
MCKESSON CORP
+$105.3K
1,053
+9%
减持
SCHB
SCHWAB STRATEGIC TR
+$103.6K
174,642
-4%
增持
—
NVENT ELECTRIC PLC
+$102.6K
7,738
+12%
减持
MUB
ISHARES TR
-$102.5K
16,335
-5%
增持
T
AT&T INC
+$102.2K
23,702
+65%
减持
DIS
DISNEY WALT CO
-$98.0K
2,545
-22%
增持
AMAT
APPLIED MATLS INC
+$97.6K
3,756
+4%
增持
—
SPOTIFY TECHNOLOGY S A
+$88.5K
2,046
+14%
减持
VTEB
VANGUARD MUN BD FDS
-$87.3K
30,988
-4%
增持
COR
AMERISOURCEBERGEN CORP
+$86.3K
1,694
+13%
增持
WFC
WELLS FARGO CO NEW
+$85.5K
7,386
+20%
增持
CDNS
CADENCE DESIGN SYSTEM INC
+$84.8K
2,139
+8%
增持
MCD
MCDONALDS CORP
+$83.4K
3,379
+13%
增持
PEP
PEPSICO INC
+$83.0K
7,555
+5%
增持
TDG
TRANSDIGM GROUP INC
+$82.4K
346
+12%
减持
HBAN
HUNTINGTON BANCSHARES INC
-$82.1K
53,181
-2%
增持
VSH
VISHAY INTERTECHNOLOGY INC
+$80.7K
10,698
+3%
增持
VSS
VANGUARD INTL EQUITY INDEX F
+$80.5K
5,322
+17%
增持
CPRT
COPART INC
+$80.2K
3,181
+14%
增持
PG
PROCTER AND GAMBLE CO
+$76.9K
20,400
+0%
增持
SYK
STRYKER CORPORATION
+$76.6K
2,230
+5%
减持
SCHV
SCHWAB STRATEGIC TR
-$75.2K
45,429
-5%
增持
FBIN
FORTUNE BRANDS INNOVATIONS I
+$72.4K
3,865
+10%
减持
SCHD
SCHWAB STRATEGIC TR
-$71.2K
52,516
-1%
增持
PRI
PRIMERICA INC
+$70.7K
1,469
+15%
增持
GE
GENERAL ELECTRIC CO
+$68.7K
4,054
+3%
增持
LOW
LOWES COS INC
+$68.2K
1,530
+10%
增持
ITT
ITT INC
+$65.6K
3,979
+12%
减持
—
EXXON MOBIL CORP
-$64.1K
19,631
-1%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$63.6K
1,009
+9%
建仓
—
LL FLOORING HOLDINGS INC
+$63.0K
12,019
减持
CVX
CHEVRON CORP NEW
-$62.8K
6,074
-3%
减持
UPS
UNITED PARCEL SERVICE INC
-$61.4K
1,297
-14%
增持
STAG
STAG INDL INC
+$60.3K
9,641
+14%
减持
TXN
TEXAS INSTRS INC
-$60.2K
2,249
-10%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$59.7K
3,892
+19%
增持
INTU
INTUIT
+$58.9K
1,450
+7%
增持
RUSHB
RUSH ENTERPRISES INC
+$58.1K
4,104
+11%
增持
TJX
TJX COS INC NEW
+$58.1K
4,167
+11%
增持
WELL
WELLTOWER INC
+$57.5K
3,243
+14%
增持
MATW
MATTHEWS INTL CORP
+$57.2K
7,566
+3%
增持
GS
GOLDMAN SACHS GROUP INC
+$56.8K
880
+27%
增持
SPY
SPDR S&P 500 ETF TR
+$56.3K
2,420
+53%
增持
NI
NISOURCE INC
+$56.0K
11,812
+24%
减持
DUK
DUKE ENERGY CORP NEW
-$55.3K
2,869
-12%
减持
SCHX
SCHWAB STRATEGIC TR
+$54.2K
19,781
-2%
减持
MS
MORGAN STANLEY
-$50.8K
4,353
-10%
增持
CAT
CATERPILLAR INC
+$49.8K
1,498
+8%
减持
IEFA
ISHARES TR
-$49.8K
18,018
-5%
