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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 34
增持 91
减持 13
清仓 12
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$4.4M
94,815
+13%
增持
VTI
VANGUARD INDEX FDS
+$2.8M
125,642
+3%
增持
IWV
ISHARES TR
+$1.7M
6,139
+596%
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
META
META PLATFORMS INC
+$1.6M
12,876
+13%
增持
NVDA
NVIDIA CORPORATION
+$1.5M
182,853
+9%
增持
MSFT
MICROSOFT CORP
+$1.3M
42,827
+12%
增持
TSLA
TESLA INC
+$1.3M
14,208
+15%
增持
IVV
ISHARES TR
+$1.2M
5,159
+64%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$970.0K
10,223
+11%
减持
VUG
VANGUARD INDEX FDS
-$955.9K
23,416
-12%
清仓
—
SUPER MICRO COMPUTER INC
-$936.5K
0
-100%
减持
VTV
VANGUARD INDEX FDS
+$847.2K
62,849
-0%
增持
AVGO
BROADCOM INC
+$805.7K
23,872
+1057%
增持
PG
PROCTER AND GAMBLE CO
+$734.8K
32,226
+10%
增持
UNH
UNITEDHEALTH GROUP INC
+$733.0K
4,628
+19%
增持
JPM
JPMORGAN CHASE & CO.
+$695.2K
24,794
+11%
增持
NOW
SERVICENOW INC
+$685.4K
1,784
+54%
增持
TXN
TEXAS INSTRS INC
+$682.2K
5,899
+114%
增持
WMT
WALMART INC
+$639.7K
29,884
+14%
增持
SCHG
SCHWAB STRATEGIC TR
+$590.1K
119,640
+2%
增持
GEV
GE VERNOVA INC
+$569.3K
3,342
+103%
增持
SCHV
SCHWAB STRATEGIC TR
+$567.0K
51,245
+7%
增持
IEFA
ISHARES TR
+$565.3K
21,910
+39%
增持
ABBV
ABBVIE INC
+$559.9K
12,985
+11%
增持
HD
HOME DEPOT INC
+$555.5K
5,046
+17%
增持
ORCL
ORACLE CORP
+$543.7K
12,188
+12%
减持
SCHB
SCHWAB STRATEGIC TR
+$535.9K
162,192
-1%
增持
VBR
VANGUARD INDEX FDS
+$532.0K
25,453
+1%
增持
BIV
VANGUARD BD INDEX FDS
+$528.2K
17,795
+54%
增持
PM
PHILIP MORRIS INTL INC
+$525.3K
10,541
+42%
增持
MA
MASTERCARD INCORPORATED
+$521.6K
4,377
+18%
增持
RTX
RTX CORPORATION
+$517.3K
9,320
+53%
增持
LLY
ELI LILLY & CO
+$502.8K
5,433
+14%
增持
—
ACCENTURE PLC IRELAND
+$499.1K
3,684
+39%
增持
COST
COSTCO WHSL CORP NEW
+$461.6K
3,376
+13%
增持
IEMG
ISHARES INC
+$445.1K
14,714
+97%
增持
GE
GE AEROSPACE
+$442.8K
8,639
+16%
增持
LMT
LOCKHEED MARTIN CORP
+$441.0K
1,782
+39%
增持
JNJ
JOHNSON & JOHNSON
+$434.3K
9,775
+24%
增持
GS
GOLDMAN SACHS GROUP INC
+$431.4K
2,161
+53%
增持
FISV
FISERV INC
+$430.7K
4,555
+75%
建仓
MCO
MOODYS CORP
+$429.0K
904
增持
NFLX
NETFLIX INC
+$428.1K
3,128
+18%
增持
PLD
PROLOGIS INC.
+$426.4K
5,527
+129%
增持
AMZN
AMAZON COM INC
+$423.9K
46,807
+9%
增持
PGR
PROGRESSIVE CORP
+$412.5K
3,329
+60%
增持
SCHD
SCHWAB STRATEGIC TR
+$404.8K
47,307
+2%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$398.0K
5,625
+15%
增持
—
EXXON MOBIL CORP
+$397.6K
32,317
+10%
减持
VNQ
VANGUARD INDEX FDS
+$396.6K
35,832
-3%
减持
—
LAM RESEARCH CORP
-$392.5K
602
-27%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$391.4K
2,056
+29%
增持
KO
COCA COLA CO
+$382.5K
20,776
+19%
建仓
MMM
3M CO
+$379.8K
2,778
增持
CAT
CATERPILLAR INC
+$373.6K
3,856
+13%
减持
VWO
VANGUARD INTL EQUITY INDEX F
+$372.6K
105,326
-1%
建仓
HIW
HIGHWOODS PPTYS INC
+$370.6K
11,059
增持
ADI
ANALOG DEVICES INC
+$367.2K
3,763
+72%
建仓
VIG
VANGUARD SPECIALIZED FUNDS
+$367.0K
1,853
建仓
CWST
CASELLA WASTE SYS INC
+$360.9K
3,627
增持
QQQ
INVESCO QQQ TR
+$357.5K
1,501
+92%
增持
PCVX
VAXCYTE INC
+$355.6K
6,723
+23%
减持
SNPS
SYNOPSYS INC
-$355.3K
2,041
-13%
增持
RUSHB
RUSH ENTERPRISES INC
+$346.1K
13,589
+75%
增持
LEN
LENNAR CORP
+$346.1K
6,022
+15%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$344.0K
2,133
-13%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$343.0K
2,841
+53%
增持
MUB
ISHARES TR
+$337.6K
13,487
+27%
建仓
BKE
BUCKLE INC
+$331.5K
7,540
建仓
CLX
CLOROX CO DEL
+$330.5K
2,029
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$328.7K
19,780
+23%
增持
SPGI
S&P GLOBAL INC
+$327.8K
2,172
+22%
增持
REGN
REGENERON PHARMACEUTICALS
+$326.0K
860
+56%
建仓
BMY
BRISTOL-MYERS SQUIBB CO
+$324.4K
6,269
减持
VOE
VANGUARD INDEX FDS
+$324.2K
21,210
-1%
增持
NEE
NEXTERA ENERGY INC
+$323.4K
13,712
+16%
建仓
FTNT
FORTINET INC
+$319.7K
4,123
建仓
WDAY
WORKDAY INC
+$319.2K
1,306
建仓
BC
BRUNSWICK CORP
+$317.0K
3,782
增持
PWR
QUANTA SVCS INC
+$315.0K
4,140
+14%
建仓
PYPL
PAYPAL HLDGS INC
+$309.5K
3,967
增持
VZ
VERIZON COMMUNICATIONS INC
+$307.6K
15,642
+63%
清仓
VSH
VISHAY INTERTECHNOLOGY INC
-$306.8K
0
-100%
增持
ISRG
INTUITIVE SURGICAL INC
+$305.1K
3,046
+14%
增持
USMV
ISHARES TR
+$304.7K
9,458
+42%
建仓
AKAM
AKAMAI TECHNOLOGIES INC
+$303.9K
3,010
清仓
BIL
SPDR SER TR
-$293.4K
0
-100%
增持
PH
PARKER-HANNIFIN CORP
+$292.2K
950
+56%
增持
PHM
PULTE GROUP INC
+$286.2K
5,801
+17%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$281.4K
2,136
+41%
建仓
AMN
AMN HEALTHCARE SVCS INC
+$278.8K
6,576
清仓
HUM
HUMANA INC
-$278.7K
0
-100%
增持
—
SPOTIFY TECHNOLOGY S A
+$277.7K
3,165
+12%
建仓
LEN/B
LENNAR CORP
+$277.6K
1,605
增持
LOW
LOWES COS INC
+$277.3K
3,614
+14%
增持
—
TRANE TECHNOLOGIES PLC
+$275.2K
2,517
+18%
清仓
MRNA
MODERNA INC
-$274.2K
0
-100%
减持
CMG
CHIPOTLE MEXICAN GRILL INC
-$274.1K
10,917
-25%
增持
CRM
SALESFORCE INC
+$268.3K
5,086
+16%
建仓
TMUS
T-MOBILE US INC
+$268.1K
1,299
增持
FBIN
FORTUNE BRANDS INNOVATIONS I
+$267.0K
6,171
+40%
建仓
SO
SOUTHERN CO
+$264.6K
2,934
增持
DASH
DOORDASH INC
+$263.5K
4,336
+33%
建仓
CG
CARLYLE GROUP INC
+$262.1K
6,088
增持
CTAS
CINTAS CORP
+$260.9K
4,944
+357%
建仓
EXPO
EXPONENT INC
+$258.6K
2,243
清仓
DXCM
DEXCOM INC
-$258.5K
0
-100%
增持
—
ROYAL CARIBBEAN GROUP
+$258.1K
7,039
+13%
建仓
SPHQ
INVESCO EXCHANGE TRADED FD T
+$255.3K
3,795
建仓
APP
APPLOVIN CORP
+$253.8K
1,944
建仓
RGLD
ROYAL GOLD INC
+$253.5K
1,807
增持
AXP
AMERICAN EXPRESS CO
+$253.3K
3,427
+17%
清仓
EW
EDWARDS LIFESCIENCES CORP
-$250.3K
0
-100%
增持
NI
NISOURCE INC
+$249.8K
28,081
+12%
清仓
DG
DOLLAR GEN CORP NEW
-$248.5K
0
-100%
建仓
IJH
ISHARES TR
+$246.1K
3,949
建仓
IJR
ISHARES TR
+$246.0K
2,103
增持
DHR
DANAHER CORPORATION
+$245.6K
3,655
+19%
增持
T
AT&T INC
+$245.1K
47,313
+14%
清仓
CTRA
COTERRA ENERGY INC
-$242.2K
0
-100%
增持
PANW
PALO ALTO NETWORKS INC
+$242.1K
3,421
+25%
增持
—
ARISTA NETWORKS INC
+$240.7K
1,279
+79%
建仓
WAL
WESTERN ALLIANCE BANCORP
+$238.9K
2,762
建仓
HWM
HOWMET AEROSPACE INC
+$238.7K
2,381
增持
CEG
CONSTELLATION ENERGY CORP
+$236.4K
1,711
+64%
清仓
—
ASML HOLDING N V
-$235.2K
0
-100%
增持
UVSP
UNIVEST FINANCIAL CORPORATIO
+$234.4K
26,320
+19%
增持
GOOG
ALPHABET INC
-$231.3K
26,737
+4%
建仓
—
AON PLC
+$230.8K
667
建仓
RLI
RLI CORP
+$230.1K
1,485
清仓
NUE
NUCOR CORP
-$228.9K
0
-100%
增持
V
VISA INC
+$228.6K
9,233
+5%
增持
MCD
MCDONALDS CORP
+$227.9K
3,966
+4%
建仓
EFA
ISHARES TR
+$227.6K
2,722
清仓
MCHP
MICROCHIP TECHNOLOGY INC.
-$227.0K
0
-100%
增持
CSCO
CISCO SYS INC
+$226.2K
20,790
+12%
减持
MRK
MERCK & CO INC
-$225.3K
12,050
-6%
建仓
KEYS
KEYSIGHT TECHNOLOGIES INC
+$223.9K
1,409
增持
—
MARATHON OIL CORP
+$223.1K
24,373
+64%
增持
ARES
ARES MANAGEMENT CORPORATION
+$223.0K
5,140
+19%
建仓
PCG
PG&E CORP
+$222.3K
11,244
减持
VBK
VANGUARD INDEX FDS
+$221.8K
13,545
-0%
减持
VOT
VANGUARD INDEX FDS
+$221.7K
17,232
-0%
增持
ITT
ITT INC
+$220.8K
7,685
+7%
建仓
DVN
DEVON ENERGY CORP NEW
+$219.4K
5,609
建仓
WY
WEYERHAEUSER CO MTN BE
+$217.7K
6,430
建仓
APH
AMPHENOL CORP NEW
+$217.3K
3,335
增持
BND
VANGUARD BD INDEX FDS
+$216.9K
15,273
+18%
增持
ABT
ABBOTT LABS
+$214.3K
10,101
+12%
增持
WELL
WELLTOWER INC
+$213.9K
5,917
+13%
