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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 19
增持 62
减持 44
清仓 25
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$5.8M
108,728
+15%
增持
NVDA
NVIDIA CORPORATION
+$4.5M
198,538
+9%
增持
IWV
ISHARES TR
+$4.3M
18,986
+209%
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
+$2.9M
53,057
+13%
增持
VTI
VANGUARD INDEX FDS
+$2.7M
130,551
+4%
增持
TSLA
TESLA INC
+$2.7M
15,796
+11%
增持
META
META PLATFORMS INC
+$2.6M
17,000
+32%
建仓
IWB
ISHARES TR
+$2.2M
6,833
增持
MSFT
MICROSOFT CORP
+$1.9M
48,169
+12%
增持
AVGO
BROADCOM INC
+$1.8M
25,524
+7%
增持
VUG
VANGUARD INDEX FDS
+$1.7M
26,159
+12%
增持
GOOGL
ALPHABET INC
+$1.3M
32,729
+12%
增持
GOOG
ALPHABET INC
+$1.3M
30,130
+13%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$1.1M
23,741
+20%
减持
LLY
ELI LILLY & CO
-$972.6K
4,975
-8%
增持
VTV
VANGUARD INDEX FDS
+$967.0K
70,518
+12%
增持
JPM
JPMORGAN CHASE & CO.
+$897.3K
25,553
+3%
增持
BND
VANGUARD BD INDEX FDS
+$777.8K
26,271
+72%
清仓
ELV
ELEVANCE HEALTH INC
-$719.7K
0
-100%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$698.0K
1,103
-46%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$691.3K
98,230
-7%
减持
JNJ
JOHNSON & JOHNSON
-$691.2K
6,063
-38%
增持
VGT
VANGUARD WORLD FD
+$688.2K
1,668
+180%
增持
NFLX
NETFLIX INC
+$688.0K
3,261
+4%
清仓
—
BLACKROCK INC
-$683.6K
0
-100%
减持
REGN
REGENERON PHARMACEUTICALS
-$653.3K
352
-59%
清仓
—
MARATHON OIL CORP
-$649.1K
0
-100%
减持
AMGN
AMGEN INC
-$646.5K
1,955
-46%
增持
V
VISA INC
+$643.6K
10,069
+9%
减持
AMD
ADVANCED MICRO DEVICES INC
-$637.5K
10,647
-9%
建仓
VTHR
VANGUARD SCOTTSDALE FDS
+$596.5K
2,296
增持
SCHG
SCHWAB STRATEGIC TR
+$584.0K
468,177
+291%
减持
UNH
UNITEDHEALTH GROUP INC
-$534.7K
4,292
-7%
增持
CRM
SALESFORCE INC
+$530.7K
5,751
+13%
增持
SCHM
SCHWAB STRATEGIC TR
-$529.1K
127,591
+161%
减持
TXN
TEXAS INSTRS INC
-$518.2K
3,735
-37%
增持
SCHA
SCHWAB STRATEGIC TR
-$515.5K
78,991
+59%
减持
PFE
PFIZER INC
-$511.8K
11,181
-60%
减持
DHR
DANAHER CORPORATION
-$510.0K
2,205
-40%
增持
ABBV
ABBVIE INC
+$506.4K
17,280
+33%
增持
BKNG
BOOKING HOLDINGS INC
+$493.3K
318
+23%
清仓
—
LAM RESEARCH CORP
-$491.3K
0
-100%
清仓
—
ARISTA NETWORKS INC
-$490.9K
0
-100%
增持
SCHD
SCHWAB STRATEGIC TR
-$490.6K
128,601
+172%
减持
WING
WINGSTOP INC
-$475.5K
2,126
-18%
减持
PG
PROCTER AND GAMBLE CO
-$474.9K
30,461
-5%
增持
APP
APPLOVIN CORP
+$469.6K
2,234
+15%
增持
VBK
VANGUARD INDEX FDS
+$458.6K
14,569
+8%
减持
—
EXXON MOBIL CORP
-$451.4K
31,020
-4%
减持
PEP
PEPSICO INC
-$450.9K
6,563
-23%
建仓
CFG
CITIZENS FINL GROUP INC
+$447.0K
10,214
增持
WMT
WALMART INC
+$439.6K
31,574
+6%
建仓
MRVL
MARVELL TECHNOLOGY INC
+$437.2K
3,958
增持
BIV
VANGUARD BD INDEX FDS
+$433.1K
24,457
+37%
减持
LEN
LENNAR CORP
-$428.7K
5,135
-15%
增持
—
ROYAL CARIBBEAN GROUP
+$402.1K
7,155
+2%
增持
NOW
SERVICENOW INC
+$397.4K
1,880
+5%
增持
SCHB
SCHWAB STRATEGIC TR
-$391.8K
458,028
+182%
建仓
MSTR
MICROSTRATEGY INC
+$391.6K
1,352
减持
LMT
LOCKHEED MARTIN CORP
-$385.7K
1,350
-24%
增持
MS
MORGAN STANLEY
+$384.5K
7,374
+42%
清仓
INTC
INTEL CORP
-$376.5K
0
-100%
增持
AXP
AMERICAN EXPRESS CO
+$374.4K
4,393
+28%
减持
CPB
THE CAMPBELLS COMPANY
-$374.3K
8,180
-44%
减持
MPC
MARATHON PETE CORP
-$373.0K
4,402
-27%
增持
GEV
GE VERNOVA INC
+$368.2K
3,710
+11%
增持
WFC
WELLS FARGO CO NEW
+$362.4K
18,564
+11%
增持
VOT
VANGUARD INDEX FDS
+$358.3K
17,946
+4%
减持
AMAT
APPLIED MATLS INC
-$356.7K
5,942
-9%
增持
SPY
SPDR S&P 500 ETF TR
+$342.2K
1,865
+42%
清仓
CCI
CROWN CASTLE INC
-$328.0K
0
-100%
清仓
CNC
CENTENE CORP DEL
-$327.7K
0
-100%
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$326.5K
1,656
-22%
建仓
DG
DOLLAR GEN CORP NEW
+$324.1K
4,274
减持
MRK
MERCK & CO INC
-$315.3K
10,586
-12%
清仓
TGT
TARGET CORP
-$310.9K
0
-100%
增持
CMG
CHIPOTLE MEXICAN GRILL INC
+$305.4K
15,497
+42%
清仓
AKAM
AKAMAI TECHNOLOGIES INC
-$303.9K
0
-100%
增持
HON
HONEYWELL INTL INC
+$298.8K
3,791
+41%
清仓
BALL
BALL CORP
-$298.1K
0
-100%
增持
—
SPOTIFY TECHNOLOGY S A
+$289.8K
3,255
+3%
增持
MA
MASTERCARD INCORPORATED
+$287.7K
4,651
+6%
减持
STAG
STAG INDL INC
-$286.3K
15,559
-25%
增持
CPRT
COPART INC
+$286.0K
15,001
+37%
清仓
AMN
AMN HEALTHCARE SVCS INC
-$278.8K
0
-100%
清仓
SPYV
SPDR SER TR
-$277.2K
0
-100%
清仓
SLB
SCHLUMBERGER LTD
-$275.6K
0
-100%
增持
VOE
VANGUARD INDEX FDS
+$270.1K
23,653
+12%
减持
ADBE
ADOBE INC
-$269.6K
2,739
-5%
增持
DIS
DISNEY WALT CO
+$269.0K
7,950
+22%
增持
GS
GOLDMAN SACHS GROUP INC
+$268.3K
2,337
+8%
建仓
BX
BLACKSTONE INC
+$268.2K
1,555
清仓
SO
SOUTHERN CO
-$264.6K
0
-100%
减持
PCVX
VAXCYTE INC
-$263.7K
6,164
-8%
清仓
NKE
NIKE INC
-$262.5K
0
-100%
建仓
VST
VISTRA CORP
+$260.2K
1,887
减持
NEE
NEXTERA ENERGY INC
-$260.0K
12,541
-9%
减持
CI
THE CIGNA GROUP
-$259.1K
1,359
-26%
清仓
EXPO
EXPONENT INC
-$258.6K
0
-100%
增持
BAC
BANK AMERICA CORP
+$253.2K
36,991
+7%
减持
QCOM
QUALCOMM INC
-$252.4K
2,778
-30%
减持
KO
COCA COLA CO
-$252.4K
19,925
-4%
建仓
ANET
ARISTA NETWORKS INC
+$249.7K
2,259
增持
CSCO
CISCO SYS INC
+$248.3K
22,884
+10%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$247.2K
2,471
+16%
增持
TTD
THE TRADE DESK INC
+$246.6K
10,162
+18%
建仓
SNDR
SCHNEIDER NATIONAL INC
+$244.5K
8,349
减持
PHM
PULTE GROUP INC
-$240.1K
5,441
-6%
建仓
GILD
GILEAD SCIENCES INC
+$239.4K
2,592
清仓
BDX
BECTON DICKINSON & CO
-$238.0K
0
-100%
建仓
COIN
COINBASE GLOBAL INC
+$234.4K
944
清仓
EFA
ISHARES TR
-$227.6K
0
-100%
建仓
MSCI
MSCI INC
+$226.2K
377
减持
TDG
TRANSDIGM GROUP INC
-$223.1K
503
-17%
清仓
VLO
VALERO ENERGY CORP
-$221.9K
0
-100%
清仓
DVN
DEVON ENERGY CORP NEW
-$219.4K
0
-100%
减持
UNP
UNION PAC CORP
-$219.3K
1,638
-32%
建仓
CAH
CARDINAL HEALTH INC
+$218.1K
1,844
清仓
WY
WEYERHAEUSER CO MTN BE
-$217.7K
0
-100%
建仓
HUBS
HUBSPOT INC
+$217.4K
312
减持
UBER
UBER TECHNOLOGIES INC
-$214.2K
9,159
-11%
增持
COST
COSTCO WHSL CORP NEW
+$213.1K
3,499
+4%
建仓
CTRA
COTERRA ENERGY INC
+$212.1K
8,303
清仓
LTC
LTC PPTYS INC
-$211.0K
0
-100%
增持
RUSHB
RUSH ENTERPRISES INC
+$204.9K
15,733
+16%
建仓
IWF
ISHARES TR
+$204.8K
510
清仓
ULST
SSGA ACTIVE ETF TR
-$203.9K
0
-100%
减持
—
ARCH CAP GROUP LTD
-$202.4K
5,505
-13%
建仓
BLK
BLACKROCK INC
+$201.9K
197
增持
BA
BOEING CO
+$200.1K
3,004
+38%
清仓
SBAC
SBA COMMUNICATIONS CORP NEW
-$200.0K
0
-100%
减持
PLD
PROLOGIS INC.
-$199.4K
4,716
-15%
增持
COP
CONOCOPHILLIPS
+$199.3K
4,979
+78%
增持
SHOP
SHOPIFY INC
+$194.7K
7,421
+0%
减持
ADI
ANALOG DEVICES INC
-$189.9K
3,183
-15%
减持
NEM
NEWMONT CORP
-$189.2K
6,341
-20%
减持
—
LINDE PLC
-$185.6K
1,854
-8%
减持
IDXX
IDEXX LABS INC
-$176.1K
746
-22%
减持
CMCSA
COMCAST CORP NEW
-$175.9K
18,219
-11%
增持
CDNS
CADENCE DESIGN SYSTEM INC
+$175.7K
3,936
+6%
增持
ISRG
INTUITIVE SURGICAL INC
+$171.8K
3,196
+5%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$168.2K
24,643
-3%
增持
ARES
ARES MANAGEMENT CORPORATION
+$165.9K
5,462
+6%
建仓
FMNB
FARMERS NATIONAL BANC CORP
+$163.6K
11,502
增持
BSX
BOSTON SCIENTIFIC CORP
+$161.5K
15,108
+7%
减持
FBIN
FORTUNE BRANDS INNOVATIONS I
-$154.7K
5,822
-6%
增持
WMB
WILLIAMS COS INC
+$152.7K
14,605
+5%
减持
MDGL
MADRIGAL PHARMACEUTICALS INC
+$151.6K
1,628
-2%
减持
AMT
AMERICAN TOWER CORP NEW
-$150.1K
1,715
-14%
增持
NET
CLOUDFLARE INC
+$149.9K
4,935
+5%
