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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 39
增持 70
减持 19
清仓 22
方向
标的
Δ市值
现股数(环比)
增持
VTV
VANGUARD INDEX FDS
+$95.0M
619,193
+778%
增持
VUG
VANGUARD INDEX FDS
+$68.9M
214,669
+721%
增持
BIV
VANGUARD BD INDEX FDS
+$35.0M
481,577
+1869%
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
VTI
VANGUARD INDEX FDS
+$20.9M
213,645
+64%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$9.3M
301,061
+206%
清仓
IWV
ISHARES TR
-$6.3M
0
-100%
建仓
DFAI
DIMENSIONAL ETF TRUST
+$4.8M
154,660
增持
NVDA
NVIDIA CORPORATION
-$4.5M
204,845
+3%
建仓
VGSH
VANGUARD SCOTTSDALE FDS
+$3.4M
58,007
减持
TSLA
TESLA INC
-$2.3M
15,647
-1%
建仓
DFAE
DIMENSIONAL ETF TRUST
+$2.3M
87,802
清仓
IWB
ISHARES TR
-$2.2M
0
-100%
增持
MSFT
MICROSOFT CORP
-$1.9M
48,952
+2%
减持
SCHG
SCHWAB STRATEGIC TR
-$1.9M
445,634
-5%
增持
AVGO
BROADCOM INC
-$1.5M
26,625
+4%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.2M
11,281
+6%
增持
GOOGL
ALPHABET INC
-$937.2K
34,005
+4%
增持
LLY
ELI LILLY & CO
+$922.3K
5,767
+16%
增持
JNJ
JOHNSON & JOHNSON
+$896.2K
10,691
+76%
增持
SCHX
SCHWAB STRATEGIC TR
+$851.5K
94,067
+78%
增持
AMZN
AMAZON COM INC
-$820.1K
56,870
+7%
增持
COST
COSTCO WHSL CORP NEW
+$781.4K
4,216
+20%
增持
ABBV
ABBVIE INC
+$779.7K
18,377
+6%
增持
GOOG
ALPHABET INC
-$757.3K
31,881
+6%
增持
V
VISA INC
+$756.6K
11,239
+12%
增持
VXUS
VANGUARD STAR FDS
+$746.0K
64,612
+17%
增持
VOE
VANGUARD INDEX FDS
+$693.9K
28,157
+19%
增持
AMGN
AMGEN INC
+$658.8K
3,750
+92%
减持
TTD
THE TRADE DESK INC
-$658.6K
9,790
-4%
建仓
DFUS
DIMENSIONAL ETF TRUST
+$655.0K
10,830
增持
—
EXXON MOBIL CORP
+$645.2K
33,482
+8%
建仓
LRCX
LAM RESEARCH CORP
+$635.5K
8,741
增持
BLK
BLACKROCK INC
+$598.8K
846
+329%
增持
VNQ
VANGUARD INDEX FDS
+$596.3K
44,491
+15%
增持
MA
MASTERCARD INCORPORATED
+$575.4K
5,518
+19%
增持
PM
PHILIP MORRIS INTL INC
+$562.1K
12,237
+7%
减持
SCHB
SCHWAB STRATEGIC TR
-$561.8K
456,823
-0%
建仓
INTC
INTEL CORP
+$561.7K
24,735
减持
NOW
SERVICENOW INC
-$556.8K
1,804
-4%
增持
CVX
CHEVRON CORP NEW
+$531.0K
10,859
+22%
增持
VSS
VANGUARD INTL EQUITY INDEX F
+$530.2K
12,795
+54%
建仓
ELV
ELEVANCE HEALTH INC
+$518.0K
1,191
建仓
DVN
DEVON ENERGY CORP NEW
+$501.4K
13,406
增持
VOO
VANGUARD INDEX FDS
+$493.5K
5,163
+29%
减持
VGT
VANGUARD WORLD FD
-$472.8K
1,041
-38%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$472.1K
2,102
+91%
建仓
SPYV
SPDR SER TR
+$472.1K
9,243
增持
PEP
PEPSICO INC
+$466.9K
9,770
+49%
增持
KO
COCA COLA CO
+$464.5K
23,807
+19%
建仓
GABC
GERMAN AMERN BANCORP INC
+$446.8K
11,914
增持
GE
GE AEROSPACE
+$446.3K
10,044
+7%
清仓
MRVL
MARVELL TECHNOLOGY INC
-$437.2K
0
-100%
增持
BND
VANGUARD BD INDEX FDS
+$435.4K
31,648
+20%
清仓
SLYG
SPDR SER TR
-$431.5K
0
-100%
增持
ABT
ABBOTT LABS
+$418.5K
11,957
+16%
清仓
SQ
BLOCK INC
-$409.3K
0
-100%
增持
VOT
VANGUARD INDEX FDS
+$408.1K
20,283
+13%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$404.1K
2,209
+33%
增持
—
SPOTIFY TECHNOLOGY S A
+$398.5K
3,372
+4%
增持
VBR
VANGUARD INDEX FDS
+$394.6K
29,689
+15%
增持
T
AT&T INC
+$389.9K
53,936
+8%
减持
—
NVENT ELECTRIC PLC
-$389.0K
8,773
-30%
减持
CMG
CHIPOTLE MEXICAN GRILL INC
-$358.2K
11,478
-26%
建仓
AGG
ISHARES TR
+$351.9K
3,557
建仓
ORLY
OREILLY AUTOMOTIVE INC
+$336.7K
235
建仓
BOND
PIMCO ETF TR
+$329.7K
3,565
增持
CI
THE CIGNA GROUP
+$327.8K
2,137
+57%
增持
UBER
UBER TECHNOLOGIES INC
+$324.8K
12,041
+31%
增持
RTX
RTX CORPORATION
+$311.9K
10,118
+14%
建仓
CBOE
CBOE GLOBAL MKTS INC
+$309.8K
1,369
建仓
CCI
CROWN CASTLE INC
+$307.0K
2,945
建仓
SSO
PROSHARES TR
+$305.0K
3,685
增持
ORCL
ORACLE CORP
-$304.9K
13,067
+2%
增持
NFLX
NETFLIX INC
+$298.5K
3,437
+5%
增持
JPM
JPMORGAN CHASE & CO.
+$293.5K
26,167
+2%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$289.1K
28,872
+17%
减持
PWR
QUANTA SVCS INC
-$288.8K
4,167
-2%
增持
QCOM
QUALCOMM INC
+$286.9K
4,646
+67%
增持
CRM
SALESFORCE INC
-$282.0K
6,114
+6%
清仓
TQQQ
PROSHARES TR
-$280.0K
0
-100%
建仓
SLB
SCHLUMBERGER LTD
+$276.0K
6,604
减持
PCVX
VAXCYTE INC
-$272.4K
6,149
-0%
减持
SNPS
SYNOPSYS INC
-$270.7K
1,690
-18%
增持
PGR
PROGRESSIVE CORP
+$270.2K
3,957
+12%
建仓
CHTR
CHARTER COMMUNICATIONS INC N
+$270.1K
733
增持
MCD
MCDONALDS CORP
+$269.3K
4,951
+12%
清仓
BX
BLACKSTONE INC
-$268.2K
0
-100%
建仓
CNC
CENTENE CORP DEL
+$268.0K
4,415
建仓
—
MEDTRONIC PLC
+$266.6K
2,967
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$263.0K
24,390
+3%
建仓
WY
WEYERHAEUSER CO MTN BE
+$260.6K
8,901
清仓
VST
VISTRA CORP
-$260.2K
0
-100%
减持
HUBB
HUBBELL INC
-$258.7K
1,593
-15%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$257.3K
6,435
+5%
增持
BSX
BOSTON SCIENTIFIC CORP
+$247.5K
15,830
+5%
增持
AZO
AUTOZONE INC
+$246.8K
294
+8%
清仓
SNDR
SCHNEIDER NATIONAL INC
-$244.5K
0
-100%
建仓
USHY
ISHARES TR
+$243.5K
6,614
清仓
APH
AMPHENOL CORP NEW
-$239.2K
0
-100%
增持
OGE
OGE ENERGY CORP
+$237.8K
18,154
+26%
建仓
EW
EDWARDS LIFESCIENCES CORP
+$236.9K
3,268
清仓
COIN
COINBASE GLOBAL INC
-$234.4K
0
-100%
建仓
BLV
VANGUARD BD INDEX FDS
+$233.4K
3,315
清仓
WAL
WESTERN ALLIANCE BANCORP
-$231.3K
0
-100%
增持
IDXX
IDEXX LABS INC
+$231.2K
1,285
+72%
增持
DG
DOLLAR GEN CORP NEW
+$231.1K
6,314
+48%
减持
AXP
AMERICAN EXPRESS CO
-$231.1K
3,987
-9%
增持
AIG
AMERICAN INTL GROUP INC
+$230.5K
9,775
+15%
减持
WING
WINGSTOP INC
-$230.4K
1,657
-22%
建仓
DFUV
DIMENSIONAL ETF TRUST
+$230.4K
5,591
清仓
PCG
PG&E CORP
-$230.1K
0
-100%
减持
—
ROYAL CARIBBEAN GROUP
-$230.0K
6,915
-3%
增持
COR
CENCORA INC
+$229.6K
3,311
+8%
建仓
AXON
AXON ENTERPRISE INC
+$229.3K
436
建仓
NKE
NIKE INC
+$229.0K
3,607
建仓
NUE
NUCOR CORP
+$228.6K
1,900
建仓
LULU
LULULEMON ATHLETICA INC
+$227.6K
804
增持
WELL
WELLTOWER INC
+$227.0K
6,474
+7%
清仓
MSCI
MSCI INC
-$226.2K
0
-100%
增持
—
LINDE PLC
+$225.8K
2,152
+16%
建仓
BMRN
BIOMARIN PHARMACEUTICAL INC
+$224.8K
3,180
增持
DUK
DUKE ENERGY CORP NEW
+$223.0K
8,434
+13%
清仓
CF
CF INDS HLDGS INC
-$222.7K
0
-100%
建仓
MCHP
MICROCHIP TECHNOLOGY INC.
+$220.8K
4,560
减持
HOPE
HOPE BANCORP INC
-$220.5K
27,578
-33%
清仓
DAR
DARLING INGREDIENTS INC
-$220.1K
0
-100%
建仓
MO
ALTRIA GROUP INC
+$218.2K
3,635
清仓
CAH
CARDINAL HEALTH INC
-$218.1K
0
-100%
清仓
PRK
PARK NATL CORP
-$217.7K
0
-100%
清仓
HUBS
HUBSPOT INC
-$217.4K
0
-100%
建仓
VLO
VALERO ENERGY CORP
+$215.9K
1,635
增持
MCK
MCKESSON CORP
+$214.0K
1,501
+7%
增持
GILD
GILEAD SCIENCES INC
+$213.5K
4,042
+56%
建仓
EFA
ISHARES TR
+$211.1K
2,583
清仓
LEN/B
LENNAR CORP
-$208.0K
0
-100%
减持
SCHM
SCHWAB STRATEGIC TR
-$207.1K
127,039
-0%
建仓
BALL
BALL CORP
+$206.6K
3,968
建仓
EXPO
EXPONENT INC
+$205.0K
2,529
清仓
IWF
ISHARES TR
-$204.8K
0
-100%
增持
FISV
FISERV INC
+$204.3K
5,284
+13%
增持
UNH
UNITEDHEALTH GROUP INC
+$204.1K
4,535
+6%
减持
CDNS
CADENCE DESIGN SYSTEM INC
-$203.9K
3,848
-2%
减持
WDC
WESTERN DIGITAL CORP
-$203.9K
7,773
-11%
清仓
BC
BRUNSWICK CORP
-$203.5K
0
-100%
建仓
SBAC
SBA COMMUNICATIONS CORP NEW
+$203.1K
923
建仓
KMI
KINDER MORGAN INC DEL
+$201.5K
7,063
建仓
JPSE
J P MORGAN EXCHANGE TRADED F
+$201.0K
4,611
增持
CTAS
CINTAS CORP
+$197.0K
5,468
+8%
增持
VBK
VANGUARD INDEX FDS
+$197.0K
16,988
+17%
增持
CPB
THE CAMPBELLS COMPANY
+$196.0K
13,492
+65%
