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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 40
增持 94
减持 11
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
NVDA
NVIDIA CORPORATION
+$6.9M
15,210
+10%
增持
VTI
VANGUARD INDEX FDS
+$3.4M
123,425
+2%
清仓
IWV
ISHARES TR
-$3.3M
0
-100%
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
MSFT
MICROSOFT CORP
+$3.1M
34,480
+14%
清仓
IWB
ISHARES TR
-$1.9M
0
-100%
增持
AMZN
AMAZON COM INC
+$1.8M
37,511
+15%
增持
VTV
VANGUARD INDEX FDS
+$1.8M
65,691
+10%
增持
VUG
VANGUARD INDEX FDS
+$1.8M
28,102
+10%
增持
META
META PLATFORMS INC
+$1.7M
10,218
+9%
增持
LLY
ELI LILLY & CO
+$1.1M
4,296
+11%
减持
SCHG
SCHWAB STRATEGIC TR
+$1.1M
119,173
-1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.0M
8,342
+19%
建仓
WING
WINGSTOP INC
+$994.0K
2,713
增持
ABBV
ABBVIE INC
+$919.2K
10,696
+61%
增持
JPM
JPMORGAN CHASE & CO
+$874.7K
21,366
+7%
增持
—
EXXON MOBIL CORP
+$865.7K
25,317
+22%
增持
GOOG
ALPHABET INC
+$843.4K
22,306
+23%
减持
SCHB
SCHWAB STRATEGIC TR
+$830.0K
163,609
-1%
减持
TSLA
TESLA INC
-$813.6K
10,211
-3%
减持
—
SUPER MICRO COMPUTER INC
+$795.0K
1,113
-4%
增持
GOOGL
ALPHABET INC
+$770.7K
23,866
+18%
增持
GS
GOLDMAN SACHS GROUP INC
+$670.2K
2,575
+145%
减持
ULST
SSGA ACTIVE ETF TR
-$610.5K
17,420
-47%
增持
PG
PROCTER AND GAMBLE CO
+$579.0K
22,791
+7%
建仓
PFE
PFIZER INC
+$567.3K
20,442
增持
GE
GENERAL ELECTRIC CO
+$562.8K
6,487
+44%
增持
AMD
ADVANCED MICRO DEVICES INC
+$545.2K
10,363
+15%
增持
MPC
MARATHON PETE CORP
+$541.3K
5,642
+41%
增持
CAT
CATERPILLAR INC
+$526.3K
2,789
+66%
增持
VBR
VANGUARD INDEX FDS
+$516.7K
24,415
+5%
增持
AVGO
BROADCOM INC
+$512.7K
1,688
+9%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$507.9K
1,272
+192%
增持
MRK
MERCK & CO INC
+$505.0K
11,518
+24%
增持
VOE
VANGUARD INDEX FDS
+$494.1K
21,050
+9%
增持
VBK
VANGUARD INDEX FDS
+$483.4K
13,097
+8%
建仓
IVW
ISHARES TR
+$482.7K
5,717
减持
TTD
THE TRADE DESK INC
-$470.6K
9,606
-47%
增持
VOT
VANGUARD INDEX FDS
+$461.4K
16,679
+5%
增持
VOO
VANGUARD INDEX FDS
+$448.8K
4,215
+17%
增持
ORCL
ORACLE CORP
+$422.4K
9,375
+31%
增持
AMAT
APPLIED MATLS INC
+$421.8K
5,589
+24%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$419.4K
2,036
+123%
增持
NFLX
NETFLIX INC
+$417.2K
2,429
+12%
增持
CMG
CHIPOTLE MEXICAN GRILL INC
+$387.8K
253
+66%
增持
V
VISA INC
+$386.9K
8,105
+13%
增持
DHR
DANAHER CORPORATION
+$384.9K
2,452
+149%
增持
OXY
OCCIDENTAL PETE CORP
+$381.8K
11,472
+88%
增持
MA
MASTERCARD INCORPORATED
+$374.0K
3,315
+16%
建仓
—
ARCH CAP GROUP LTD
+$371.3K
4,017
增持
ABT
ABBOTT LABS
+$371.2K
8,410
+58%
减持
—
NEW YORK CMNTY BANCORP INC
-$363.8K
19,581
-53%
增持
COST
COSTCO WHSL CORP NEW
+$362.1K
2,707
+10%
增持
BSX
BOSTON SCIENTIFIC CORP
+$361.2K
11,664
+54%
增持
—
LAM RESEARCH CORP
+$357.7K
735
+62%
增持
CPRT
COPART INC
+$355.6K
12,763
+63%
增持
TJX
TJX COS INC NEW
+$354.1K
8,216
+61%
增持
SNPS
SYNOPSYS INC
+$349.1K
2,119
+27%
增持
—
TRANE TECHNOLOGIES PLC
+$341.7K
1,906
+102%
建仓
PGR
PROGRESSIVE CORP
+$335.0K
1,620
增持
—
LINDE PLC
+$333.5K
1,501
+70%
增持
JNJ
JOHNSON & JOHNSON
+$323.2K
8,852
+29%
增持
CRM
SALESFORCE INC
+$315.3K
4,374
+15%
增持
WMT
WALMART INC
+$315.2K
23,410
+238%
清仓
—
SPLUNK INC
-$310.3K
0
-100%
建仓
HAL
HALLIBURTON CO
+$300.0K
7,611
建仓
DXCM
DEXCOM INC
+$293.5K
2,116
建仓
—
MARATHON OIL CORP
+$291.1K
10,270
增持
CVX
CHEVRON CORP NEW
+$284.0K
6,928
+28%
增持
BND
VANGUARD BD INDEX FDS
+$283.4K
10,091
+65%
建仓
NET
CLOUDFLARE INC
+$283.0K
2,923
增持
CI
THE CIGNA GROUP
+$281.7K
1,371
+90%
建仓
SYY
SYSCO CORP
+$277.1K
3,413
建仓
HOMB
HOME BANCSHARES INC
+$276.9K
11,269
增持
BAC
BANK AMERICA CORP
+$276.3K
24,862
+26%
建仓
ROST
ROSS STORES INC
+$275.9K
1,880
建仓
KR
KROGER CO
+$269.9K
4,725
增持
NI
NISOURCE INC
+$269.3K
18,291
+105%
增持
PWR
QUANTA SVCS INC
+$268.4K
3,280
+21%
建仓
ECL
ECOLAB INC
+$263.2K
1,140
建仓
NUE
NUCOR CORP
+$263.0K
1,329
减持
SCHM
SCHWAB STRATEGIC TR
+$262.1K
49,703
-1%
增持
ISRG
INTUITIVE SURGICAL INC
+$262.1K
2,306
+18%
增持
—
NVENT ELECTRIC PLC
+$259.1K
10,496
+17%
增持
KO
COCA COLA CO
+$259.0K
14,274
+37%
增持
—
SPOTIFY TECHNOLOGY S A
+$258.9K
2,665
+13%
增持
AGNT
EXP WORLD HLDGS INC
-$252.9K
49,270
+0%
建仓
MS
MORGAN STANLEY
+$249.1K
2,645
增持
DIS
DISNEY WALT CO
+$248.9K
5,764
+14%
增持
VXUS
VANGUARD STAR FDS
+$248.0K
50,510
+5%
建仓
FIS
FIDELITY NATL INFORMATION SV
+$245.8K
3,314
建仓
SQ
BLOCK INC
+$237.8K
2,812
建仓
AMT
AMERICAN TOWER CORP NEW
+$237.3K
1,201
建仓
BMY
BRISTOL-MYERS SQUIBB CO
+$235.0K
4,333
建仓
IYW
ISHARES TR
+$234.5K
1,736
减持
SCHV
SCHWAB STRATEGIC TR
+$233.8K
47,113
-1%
建仓
FE
FIRSTENERGY CORP
+$230.6K
5,971
建仓
TGT
TARGET CORP
+$230.0K
1,298
建仓
ADSK
AUTODESK INC
+$228.4K
877
增持
LEN
LENNAR CORP
+$227.3K
4,540
+22%
增持
SYK
STRYKER CORPORATION
+$227.1K
2,678
+10%
增持
RTX
RTX CORPORATION
+$226.2K
5,089
+58%
建仓
NDAQ
NASDAQ INC
+$225.3K
3,570
建仓
DG
DOLLAR GEN CORP NEW
+$224.9K
1,441
清仓
MATW
MATTHEWS INTL CORP
-$224.7K
0
-100%
增持
LECO
LINCOLN ELEC HLDGS INC
+$222.9K
3,784
+11%
增持
HD
HOME DEPOT INC
+$221.7K
4,019
+6%
建仓
VLO
VALERO ENERGY CORP
+$221.0K
1,295
增持
PM
PHILIP MORRIS INTL INC
+$219.8K
6,016
+71%
建仓
CF
CF INDS HLDGS INC
+$218.9K
2,631
清仓
F
FORD MTR CO DEL
-$217.8K
0
-100%
增持
IWM
ISHARES TR
+$217.4K
2,069
+91%
建仓
CG
CARLYLE GROUP INC
+$216.1K
4,607
增持
MU
MICRON TECHNOLOGY INC
+$216.0K
4,218
+28%
建仓
—
ASML HOLDING N V
+$215.4K
222
增持
BIV
VANGUARD BD INDEX FDS
+$215.4K
11,127
+36%
建仓
GM
GENERAL MTRS CO
+$210.7K
4,647
建仓
BBWI
BATH & BODY WORKS INC
+$209.7K
4,192
减持
BSV
VANGUARD BD INDEX FDS
-$208.0K
29,753
-8%
建仓
LEN/B
LENNAR CORP
+$206.1K
1,337
建仓
IWO
ISHARES TR
+$203.9K
753
建仓
CCI
CROWN CASTLE INC
+$203.8K
1,926
建仓
SJM
SMUCKER J M CO
+$203.5K
1,617
建仓
TQQQ
PROSHARES TR
+$203.3K
3,303
建仓
—
DISCOVER FINL SVCS
+$201.0K
1,533
建仓
BALL
BALL CORP
+$200.8K
2,981
增持
CDNS
CADENCE DESIGN SYSTEM INC
+$200.7K
3,519
+7%
建仓
BC
BRUNSWICK CORP
+$200.2K
2,074
增持
ADBE
ADOBE INC
-$195.4K
2,591
+3%
增持
AXP
AMERICAN EXPRESS CO
+$184.2K
2,374
+25%
增持
WFC
WELLS FARGO CO NEW
+$183.9K
10,220
+23%
增持
CVS
CVS HEALTH CORP
+$183.0K
5,742
+65%
减持
MCD
MCDONALDS CORP
-$182.9K
3,705
-11%
增持
CPB
CAMPBELL SOUP CO
+$181.0K
10,573
+58%
增持
UBER
UBER TECHNOLOGIES INC
+$179.8K
7,776
+14%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$176.7K
4,518
+8%
增持
HUBB
HUBBELL INC
+$171.7K
1,551
+8%
增持
INTU
INTUIT
+$170.6K
1,953
+11%
增持
WDC
WESTERN DIGITAL CORP.
+$168.3K
5,825
+33%
增持
DASH
DOORDASH INC
+$166.5K
3,168
+16%
增持
ITT
ITT INC
+$164.9K
6,140
+9%
增持
COR
CENCORA INC
+$160.8K
2,385
+17%
增持
NEE
NEXTERA ENERGY INC
+$159.2K
7,091
+47%
增持
HOPE
HOPE BANCORP INC
+$158.4K
30,913
+89%
增持
UVSP
UNIVEST FINANCIAL CORPORATIO
+$152.3K
19,260
+71%
增持
AZO
AUTOZONE INC
+$147.6K
215
+5%
增持
MCK
MCKESSON CORP
+$142.8K
1,194
+11%
增持
CSX
CSX CORP
+$140.4K
29,994
+7%
增持
SCHX
SCHWAB STRATEGIC TR
+$138.4K
17,988
+4%
增持
PHM
PULTE GROUP INC
+$135.9K
4,177
+17%
增持
IEFA
ISHARES TR
+$134.5K
17,217
+6%
