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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 31
增持 82
减持 23
清仓 14
方向
标的
Δ市值
现股数(环比)
增持
NVDA
NVIDIA CORPORATION
+$7.0M
167,985
+1004%
增持
AAPL
APPLE INC
+$4.5M
83,836
+14%
增持
MSFT
MICROSOFT CORP
+$2.6M
38,352
+11%
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
AMZN
AMAZON COM INC
+$1.5M
42,941
+14%
增持
GOOGL
ALPHABET INC
+$1.4M
27,223
+14%
增持
GOOG
ALPHABET INC
+$1.3M
25,641
+15%
增持
PG
PROCTER AND GAMBLE CO
+$1.1M
29,389
+29%
增持
AVGO
BROADCOM INC
+$1.1M
2,063
+22%
增持
LLY
ELI LILLY & CO
+$968.4K
4,761
+11%
减持
SCHG
SCHWAB STRATEGIC TR
+$824.3K
117,751
-1%
增持
META
META PLATFORMS INC
+$771.1K
11,369
+11%
增持
TSLA
TESLA INC
+$639.9K
12,305
+21%
减持
VTI
VANGUARD INDEX FDS
+$627.7K
122,297
-1%
减持
VTV
VANGUARD INDEX FDS
-$574.1K
63,113
-4%
增持
STXG
EA SERIES TRUST
+$572.1K
36,574
+55%
增持
COST
COSTCO WHSL CORP NEW
+$548.0K
2,978
+10%
增持
STXV
EA SERIES TRUST
+$480.1K
47,625
+61%
清仓
CVS
CVS HEALTH CORP
-$458.0K
0
-100%
增持
IVV
ISHARES TR
+$451.1K
3,155
+30%
增持
—
EXXON MOBIL CORP
+$447.8K
29,453
+16%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$440.6K
106,612
+6%
减持
GS
GOLDMAN SACHS GROUP INC
-$437.0K
1,412
-45%
建仓
PCVX
VAXCYTE INC
+$412.6K
5,464
增持
STXF
EA SERIES TRUST
+$410.6K
30,669
+56%
增持
NEE
NEXTERA ENERGY INC
+$382.5K
11,802
+66%
增持
AMGN
AMGEN INC
+$365.4K
3,044
+48%
增持
WMT
WALMART INC
+$364.8K
26,191
+12%
减持
INTC
INTEL CORP
-$356.6K
18,686
-12%
增持
ORCL
ORACLE CORP
+$355.6K
10,858
+16%
清仓
SDY
SPDR SER TR
-$328.8K
0
-100%
建仓
ALNY
ALNYLAM PHARMACEUTICALS INC
+$321.2K
1,322
减持
ULST
SSGA ACTIVE ETF TR
-$317.0K
9,599
-45%
增持
NFLX
NETFLIX INC
+$315.3K
2,653
+9%
增持
WFC
WELLS FARGO CO NEW
+$314.8K
15,275
+49%
清仓
—
AON PLC
-$305.4K
0
-100%
清仓
GL
GLOBE LIFE INC
-$303.1K
0
-100%
减持
LECO
LINCOLN ELEC HLDGS INC
-$295.6K
3,557
-6%
建仓
A
AGILENT TECHNOLOGIES INC
+$295.2K
2,277
建仓
AVB
AVALONBAY CMNTYS INC
+$294.6K
1,424
增持
CRWD
CROWDSTRIKE HLDGS INC
+$289.5K
2,459
+21%
减持
SCHD
SCHWAB STRATEGIC TR
-$288.6K
46,285
-4%
增持
QCOM
QUALCOMM INC
+$285.3K
3,531
+43%
建仓
VGT
VANGUARD WORLD FD
+$284.6K
494
建仓
GEV
GE VERNOVA INC
+$282.8K
1,649
建仓
HUM
HUMANA INC
+$278.7K
746
建仓
MRNA
MODERNA INC
+$274.2K
2,309
减持
VUG
VANGUARD INDEX FDS
+$273.4K
26,591
-5%
建仓
IWV
ISHARES TR
+$272.2K
882
建仓
KLAC
KLA CORP
+$272.1K
330
增持
ISRG
INTUITIVE SURGICAL INC
+$271.0K
2,678
+16%
清仓
LULU
LULULEMON ATHLETICA INC
-$267.6K
0
-100%
减持
JNJ
JOHNSON & JOHNSON
-$266.6K
7,856
-11%
建仓
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
+$264.8K
1,703
减持
SCHB
SCHWAB STRATEGIC TR
+$264.8K
163,084
-0%
清仓
MDB
MONGODB INC
-$264.3K
0
-100%
建仓
NEM
NEWMONT CORP
+$263.7K
6,299
增持
AMAT
APPLIED MATLS INC
+$262.3K
5,995
+7%
建仓
GEN
GEN DIGITAL INC
+$258.0K
10,328
增持
JPM
JPMORGAN CHASE & CO.
+$253.2K
22,411
+5%
建仓
EW
EDWARDS LIFESCIENCES CORP
+$250.3K
2,710
建仓
—
ARISTA NETWORKS INC
+$250.2K
714
建仓
O
REALTY INCOME CORP
+$246.7K
4,671
清仓
WDAY
WORKDAY INC
-$246.6K
0
-100%
清仓
AKAM
AKAMAI TECHNOLOGIES INC
-$244.8K
0
-100%
建仓
IBIT
ISHARES BITCOIN TR
+$243.9K
7,144
增持
TXN
TEXAS INSTRS INC
+$242.9K
2,757
+64%
建仓
HYG
ISHARES TR
+$242.3K
3,388
建仓
CTRA
COTERRA ENERGY INC
+$242.2K
9,081
建仓
IDEV
ISHARES TR
+$241.6K
3,681
增持
BAC
BANK AMERICA CORP
+$240.4K
29,850
+20%
建仓
AWK
AMERICAN WTR WKS CO INC NEW
+$239.7K
1,856
增持
PANW
PALO ALTO NETWORKS INC
+$235.9K
2,735
+12%
清仓
BMY
BRISTOL-MYERS SQUIBB CO
-$235.0K
0
-100%
减持
PLD
PROLOGIS INC.
-$234.2K
2,417
-38%
建仓
IFF
INTERNATIONAL FLAVORS&FRAGRA
+$233.8K
2,456
减持
—
ACCENTURE PLC IRELAND
-$231.5K
2,647
-11%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$227.3K
9,182
+10%
建仓
MCHP
MICROCHIP TECHNOLOGY INC.
+$227.0K
2,481
建仓
BDX
BECTON DICKINSON & CO
+$225.3K
964
建仓
LFUS
LITTELFUSE INC
+$223.9K
876
减持
COP
CONOCOPHILLIPS
-$223.3K
2,144
-42%
建仓
LAZ
LAZARD INC
+$221.8K
5,809
增持
INTU
INTUIT
+$221.1K
2,268
+16%
建仓
ZM
ZOOM VIDEO COMMUNICATIONS IN
+$219.2K
3,703
建仓
UCB
UNITED CMNTY BKS BLAIRSVLE G
+$218.2K
8,572
增持
NI
NISOURCE INC
+$217.3K
25,102
+37%
清仓
CG
CARLYLE GROUP INC
-$216.1K
0
-100%
增持
CVX
CHEVRON CORP NEW
+$215.4K
8,364
+21%
建仓
—
CARNIVAL CORP
+$211.3K
11,286
增持
KO
COCA COLA CO
+$210.7K
17,446
+22%
清仓
BBWI
BATH & BODY WORKS INC
-$209.7K
0
-100%
建仓
CEG
CONSTELLATION ENERGY CORP
+$208.5K
1,041
建仓
EPC
EDGEWELL PERS CARE CO
+$206.6K
5,141
清仓
LEN/B
LENNAR CORP
-$206.1K
0
-100%
清仓
IWO
ISHARES TR
-$203.9K
0
-100%
增持
PM
PHILIP MORRIS INTL INC
+$203.2K
7,445
+24%
清仓
BC
BRUNSWICK CORP
-$200.2K
0
-100%
减持
CRM
SALESFORCE INC
-$193.6K
4,371
-0%
增持
—
SUPER MICRO COMPUTER INC
-$187.6K
1,143
+3%
增持
—
ROYAL CARIBBEAN GROUP
+$185.5K
6,212
+7%
增持
—
SPOTIFY TECHNOLOGY S A
+$185.4K
2,832
+6%
增持
BSX
BOSTON SCIENTIFIC CORP
+$184.1K
12,764
+9%
增持
—
ARCH CAP GROUP LTD
+$182.8K
5,492
+37%
增持
TJX
TJX COS INC NEW
+$180.7K
9,209
+12%
增持
SNPS
SYNOPSYS INC
+$177.9K
2,334
+10%
增持
WMB
WILLIAMS COS INC
+$169.8K
11,677
+39%
增持
—
LAM RESEARCH CORP
+$169.7K
830
+13%
增持
CMG
CHIPOTLE MEXICAN GRILL INC
+$167.8K
14,516
+5638%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$166.5K
1,519
+16%
增持
SCHM
SCHWAB STRATEGIC TR
-$165.4K
49,876
+0%
增持
FIS
FIDELITY NATL INFORMATION SV
+$164.7K
5,447
+64%
增持
WDC
WESTERN DIGITAL CORP.
+$163.0K
7,398
+27%
增持
SPGI
S&P GLOBAL INC
+$162.1K
1,781
+20%
增持
BND
VANGUARD BD INDEX FDS
+$161.5K
12,892
+28%
减持
CPRT
COPART INC
-$161.0K
10,677
-16%
增持
BKNG
BOOKING HOLDINGS INC
+$159.8K
229
+11%
增持
DHR
DANAHER CORPORATION
+$158.2K
3,084
+26%
增持
MU
MICRON TECHNOLOGY INC
+$152.9K
4,943
+17%
增持
PRU
PRUDENTIAL FINL INC
+$146.6K
3,955
+47%
减持
WING
WINGSTOP INC
+$145.0K
2,695
-1%
增持
MS
MORGAN STANLEY
+$142.6K
4,030
+52%
增持
ADI
ANALOG DEVICES INC
+$141.2K
2,186
+21%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$141.1K
1,592
+25%
增持
STXK
EA SERIES TRUST
+$139.8K
13,305
+62%
减持
SBUX
STARBUCKS CORP
-$138.1K
3,028
-26%
增持
XLK
SELECT SECTOR SPDR TR
+$135.8K
2,006
+31%
增持
AXP
AMERICAN EXPRESS CO
+$135.6K
2,920
+23%
增持
T
AT&T INC
+$135.1K
41,643
+11%
增持
—
MARATHON OIL CORP
+$134.9K
14,857
+45%
增持
STAG
STAG INDL INC
+$133.7K
17,604
+35%
减持
IEFA
ISHARES TR
-$133.1K
15,759
-8%
增持
DUK
DUKE ENERGY CORP NEW
+$132.8K
7,241
+18%
增持
—
TRANE TECHNOLOGIES PLC
+$131.1K
2,138
+12%
增持
MCK
MCKESSON CORP
+$127.0K
1,315
+10%
增持
PEP
PEPSICO INC
+$125.2K
7,615
+18%
增持
NOW
SERVICENOW INC
+$124.9K
1,157
+12%
增持
HON
HONEYWELL INTL INC
+$124.8K
2,548
+25%
增持
MPC
MARATHON PETE CORP
-$123.7K
5,840
+4%
减持
RUSHB
RUSH ENTERPRISES INC
-$121.7K
7,784
-3%
增持
CTAS
CINTAS CORP
+$120.1K
1,081
+17%
增持
—
NVENT ELECTRIC PLC
+$119.9K
11,895
+13%
增持
ELV
ELEVANCE HEALTH INC
+$118.8K
1,290
+15%
增持
REGN
REGENERON PHARMACEUTICALS
+$117.0K
550
+15%
减持
OXY
OCCIDENTAL PETE CORP
-$116.9K
9,973
-13%
增持
RTX
RTX CORPORATION
+$115.5K
6,095
+20%
减持
FBIN
FORTUNE BRANDS INNOVATIONS I
-$114.6K
4,396
-7%
增持
CAT
CATERPILLAR INC
+$112.6K
3,406
+22%
增持
BUSE
FIRST BUSEY CORP
+$108.3K
22,602
+24%
增持
VBR
VANGUARD INDEX FDS
-$106.3K
25,085
+3%
减持
SCHA
SCHWAB STRATEGIC TR
-$106.3K
50,107
-1%
