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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 22
增持 93
减持 23
清仓 12
方向
标的
Δ市值
现股数(环比)
增持
VUG
VANGUARD INDEX FDS
+$30.3M
250,772
+17%
增持
VTV
VANGUARD INDEX FDS
+$14.3M
685,866
+11%
增持
NVDA
NVIDIA CORPORATION
+$10.8M
208,869
+2%
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
DFAI
DIMENSIONAL ETF TRUST
+$9.0M
400,996
+159%
增持
MSFT
MICROSOFT CORP
+$8.2M
53,410
+9%
增持
DFAE
DIMENSIONAL ETF TRUST
+$4.6M
236,199
+169%
减持
BIV
VANGUARD BD INDEX FDS
-$4.5M
418,808
-13%
减持
VTI
VANGUARD INDEX FDS
+$4.4M
207,589
-3%
减持
AAPL
APPLE INC
-$3.8M
114,566
-7%
增持
AVGO
BROADCOM INC
+$3.6M
29,394
+10%
增持
META
META PLATFORMS INC
+$3.0M
17,862
+2%
增持
AMZN
AMAZON COM INC
+$1.8M
57,576
+1%
增持
NFLX
NETFLIX INC
+$1.8M
3,724
+8%
减持
SCHG
SCHWAB STRATEGIC TR
+$1.7M
440,034
-1%
减持
UNH
UNITEDHEALTH GROUP INC
-$1.7M
2,219
-51%
增持
JPM
JPMORGAN CHASE & CO.
+$1.6M
27,501
+5%
增持
TSLA
TESLA INC
+$1.5M
17,582
+12%
增持
VOT
VANGUARD INDEX FDS
+$1.5M
22,659
+12%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$1.4M
33,606
-42%
增持
GEV
GE VERNOVA INC
+$1.4M
4,756
+26%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$1.3M
24,283
-0%
增持
SCHB
SCHWAB STRATEGIC TR
+$1.2M
464,093
+2%
增持
VOO
VANGUARD INDEX FDS
+$1.2M
6,757
+31%
增持
VBK
VANGUARD INDEX FDS
+$1.2M
19,633
+16%
增持
INTU
INTUIT
+$1.1M
3,378
+35%
增持
—
SPOTIFY TECHNOLOGY S A
+$1.1M
3,852
+14%
增持
GE
GE AEROSPACE
+$1.1M
11,981
+19%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.1M
14,576
+29%
增持
VBR
VANGUARD INDEX FDS
+$1.0M
33,721
+14%
减持
ORCL
ORACLE CORP
+$913.5K
12,535
-4%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$880.5K
6,050
+228%
建仓
COF
CAPITAL ONE FINL CORP
+$869.5K
4,087
增持
CRWD
CROWDSTRIKE HLDGS INC
+$869.0K
3,167
+50%
减持
VXUS
VANGUARD STAR FDS
-$831.2K
46,044
-29%
增持
VOE
VANGUARD INDEX FDS
+$782.9K
32,246
+15%
增持
GOOGL
ALPHABET INC
+$763.0K
34,168
+0%
建仓
VST
VISTRA CORP
+$755.3K
3,897
建仓
COIN
COINBASE GLOBAL INC
+$732.9K
2,091
增持
CDNS
CADENCE DESIGN SYSTEM INC
+$731.3K
5,549
+44%
建仓
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$728.8K
1
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$724.4K
793
-62%
增持
WMT
WALMART INC
+$700.1K
36,276
+12%
增持
COST
COSTCO WHSL CORP NEW
+$692.0K
4,727
+12%
增持
AMD
ADVANCED MICRO DEVICES INC
+$683.3K
14,050
+10%
增持
PWR
QUANTA SVCS INC
+$680.0K
4,600
+10%
增持
GOOG
ALPHABET INC
+$679.7K
31,910
+0%
减持
—
ROYAL CARIBBEAN GROUP
+$664.3K
6,658
-4%
增持
UBER
UBER TECHNOLOGIES INC
+$577.5K
15,593
+29%
增持
MSTR
MICROSTRATEGY INC
+$577.0K
2,562
+61%
增持
AMAT
APPLIED MATLS INC
+$558.7K
8,126
+27%
增持
BKNG
BOOKING HOLDINGS INC
+$557.3K
374
+7%
增持
ANET
ARISTA NETWORKS INC
+$541.3K
8,338
+107%
增持
GS
GOLDMAN SACHS GROUP INC
+$525.2K
2,650
+7%
清仓
—
DISCOVER FINL SVCS
-$523.5K
0
-100%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$520.6K
7,195
+12%
增持
SCHV
SCHWAB STRATEGIC TR
+$520.2K
166,535
+8%
增持
NET
CLOUDFLARE INC
+$517.6K
5,635
+8%
增持
PM
PHILIP MORRIS INTL INC
+$514.4K
13,489
+10%
增持
DASH
DOORDASH INC
+$492.1K
5,745
+14%
增持
SNPS
SYNOPSYS INC
+$484.1K
2,358
+40%
增持
NOW
SERVICENOW INC
+$481.1K
1,865
+3%
清仓
SPYV
SPDR SER TR
-$472.1K
0
-100%
增持
IVV
ISHARES TR
+$468.0K
5,665
+4%
增持
SPGI
S&P GLOBAL INC
+$453.6K
2,985
+35%
建仓
MRVL
MARVELL TECHNOLOGY INC
+$447.1K
5,777
增持
SDY
SPDR SERIES TRUST
+$438.2K
4,713
+217%
增持
IDXX
IDEXX LABS INC
+$438.1K
1,823
+42%
增持
DG
DOLLAR GEN CORP NEW
+$432.4K
8,634
+37%
增持
HWM
HOWMET AEROSPACE INC
+$430.1K
4,194
+55%
增持
MS
MORGAN STANLEY
+$429.9K
8,435
+30%
增持
STXG
EA SERIES TRUST
+$419.7K
36,572
+16%
减持
MUB
ISHARES TR
-$392.7K
10,905
-25%
增持
V
VISA INC
+$390.2K
12,193
+8%
增持
CSCO
CISCO SYS INC
+$385.1K
27,481
+11%
减持
—
ACCENTURE PLC IRELAND
-$384.1K
2,868
-28%
建仓
SNOW
SNOWFLAKE INC
+$382.2K
1,708
建仓
CVS
CVS HEALTH CORP
+$378.5K
5,487
增持
DUK
DUKE ENERGY CORP NEW
+$376.6K
11,909
+41%
增持
—
TRANE TECHNOLOGIES PLC
+$374.2K
2,973
+8%
增持
VNQ
VANGUARD INDEX FDS
+$367.4K
49,357
+11%
增持
CTAS
CINTAS CORP
+$348.4K
6,606
+21%
清仓
ORLY
OREILLY AUTOMOTIVE INC
-$336.7K
0
-100%
清仓
REGN
REGENERON PHARMACEUTICALS
-$324.7K
0
-100%
增持
—
EXXON MOBIL CORP
-$323.0K
33,943
+1%
增持
CEG
CONSTELLATION ENERGY CORP
+$322.6K
2,300
+10%
增持
AXON
AXON ENTERPRISE INC
+$319.6K
663
+52%
增持
LLY
ELI LILLY & CO
+$316.4K
6,516
+13%
增持
ABBV
ABBVIE INC
-$313.7K
19,053
+4%
减持
CVX
CHEVRON CORP NEW
-$313.3K
10,499
-3%
减持
FISV
FISERV INC
-$312.2K
4,957
-6%
减持
ADBE
ADOBE INC
-$308.7K
1,948
-30%
建仓
IQLT
ISHARES TR
+$305.5K
7,069
清仓
SSO
PROSHARES TR
-$305.0K
0
-100%
减持
MRK
MERCK & CO INC
-$300.3K
11,865
-14%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$297.0K
30,953
+7%
增持
APP
APPLOVIN CORP
+$296.7K
2,515
+14%
增持
SPY
SPDR S&P 500 ETF TR
+$296.2K
2,226
+15%
建仓
VRT
VERTIV HOLDINGS CO
+$296.0K
2,305
增持
SCHK
SCHWAB STRATEGIC TR
+$292.7K
37,412
+22%
增持
VTHR
VANGUARD SCOTTSDALE FDS
+$292.0K
3,148
+37%
减持
CPRT
COPART INC
-$290.6K
11,714
-23%
增持
ECL
ECOLAB INC
+$290.3K
2,897
+50%
增持
WFC
WELLS FARGO CO NEW
+$287.4K
21,051
+8%
减持
SCHD
SCHWAB STRATEGIC TR
-$287.0K
118,406
-3%
增持
CBOE
CBOE GLOBAL MKTS INC
+$286.8K
2,558
+87%
增持
AXP
AMERICAN EXPRESS CO
+$284.2K
4,254
+7%
增持
PH
PARKER-HANNIFIN CORP
+$281.4K
1,012
+45%
增持
BA
BOEING CO
+$270.9K
4,517
+14%
增持
RTX
RTX CORPORATION
+$268.5K
11,017
+9%
增持
TTD
THE TRADE DESK INC
+$267.7K
11,160
+14%
增持
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
+$266.1K
3,120
+32%
增持
HD
HOME DEPOT INC
+$265.6K
6,207
+13%
清仓
WY
WEYERHAEUSER CO MTN BE
-$260.6K
0
-100%
增持
FNDF
SCHWAB STRATEGIC TR
+$256.5K
17,407
+43%
建仓
VOOV
VANGUARD ADMIRAL FDS INC
+$254.9K
1,351
增持
BLK
BLACKROCK INC
+$254.8K
1,006
+19%
增持
ABT
ABBOTT LABS
+$252.8K
13,520
+13%
建仓
—
JOHNSON CTLS INTL PLC
+$252.3K
2,389
增持
MCD
MCDONALDS CORP
+$252.1K
6,156
+24%
减持
PANW
PALO ALTO NETWORKS INC
+$249.8K
7,356
-0%
减持
—
DUPONT DE NEMOURS INC
-$248.8K
4,242
-41%
增持
SCHM
SCHWAB STRATEGIC TR
+$247.5K
127,483
+0%
增持
ADSK
AUTODESK INC
+$247.4K
2,416
+26%
建仓
IWP
ISHARES TR
+$236.4K
1,705
增持
TDG
TRANSDIGM GROUP INC
+$235.9K
700
+17%
建仓
MTCH
MATCH GROUP INC NEW
+$233.7K
7,565
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$233.5K
1,881
-15%
建仓
DAR
DARLING INGREDIENTS INC
+$233.3K
6,149
增持
ALNY
ALNYLAM PHARMACEUTICALS INC
+$232.6K
2,193
+23%
清仓
PCVX
VAXCYTE INC
-$232.2K
0
-100%
增持
ISRG
INTUITIVE SURGICAL INC
+$229.2K
3,403
+4%
清仓
NKE
NIKE INC
-$229.0K
0
-100%
清仓
NUE
NUCOR CORP
-$228.6K
0
-100%
清仓
LULU
LULULEMON ATHLETICA INC
-$227.6K
0
-100%
清仓
BMRN
BIOMARIN PHARMACEUTICAL INC
-$224.8K
0
-100%
建仓
—
ASML HOLDING N V
+$223.6K
279
减持
PEP
PEPSICO INC
-$221.4K
9,418
-4%
建仓
DXCM
DEXCOM INC
+$220.4K
2,525
建仓
MDLZ
MONDELEZ INTL INC
+$218.8K
3,244
建仓
IWF
ISHARES TR
+$217.8K
513
建仓
ADM
ARCHER DANIELS MIDLAND CO
+$216.7K
4,106
增持
MA
MASTERCARD INCORPORATED
+$214.5K
5,764
+4%
增持
DE
DEERE & CO
+$213.3K
2,321
+13%
增持
LNG
CHENIERE ENERGY INC
+$212.5K
2,928
+35%
清仓
LFUS
LITTELFUSE INC
-$210.1K
0
-100%
建仓
SLYG
SPDR SERIES TRUST
+$210.1K
2,367
建仓
SQ
BLOCK INC
+$210.0K
3,092
建仓
AME
AMETEK INC
+$209.0K
1,155
增持
SCHW
SCHWAB CHARLES CORP
+$208.4K
9,183
+14%
增持
NEM
NEWMONT CORP
+$205.9K
10,838
+23%
