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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 44
增持 82
减持 16
清仓 8
方向
标的
Δ市值
现股数(环比)
增持
VTV
VANGUARD INDEX FDS
+$19.5M
754,754
+10%
增持
VUG
VANGUARD INDEX FDS
+$16.0M
262,574
+5%
增持
DFAI
DIMENSIONAL ETF TRUST
+$8.9M
625,322
+56%
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
NVDA
NVIDIA CORPORATION
+$7.7M
218,154
+4%
增持
AAPL
APPLE INC
+$5.8M
114,970
+0%
增持
DFAE
DIMENSIONAL ETF TRUST
+$4.6M
362,226
+53%
减持
VTI
VANGUARD INDEX FDS
+$3.5M
202,804
-2%
增持
TSLA
TESLA INC
+$3.0M
19,221
+9%
增持
GOOG
ALPHABET INC
+$2.9M
35,162
+10%
增持
GOOGL
ALPHABET INC
+$2.9M
36,688
+7%
增持
MSFT
MICROSOFT CORP
+$2.5M
56,151
+5%
增持
AVGO
BROADCOM INC
+$2.1M
31,037
+6%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$1.3M
25,158
+4%
增持
SCHG
SCHWAB STRATEGIC TR
+$1.3M
442,681
+1%
增持
ABBV
ABBVIE INC
+$1.1M
20,011
+5%
增持
JPM
JPMORGAN CHASE & CO.
+$1.1M
28,689
+4%
增持
ORCL
ORACLE CORP
+$1.0M
13,469
+7%
增持
VBR
VANGUARD INDEX FDS
+$1.0M
36,345
+8%
增持
VOO
VANGUARD INDEX FDS
+$1.0M
7,901
+17%
增持
VOE
VANGUARD INDEX FDS
+$928.1K
35,694
+11%
增持
AMZN
AMAZON COM INC
+$789.0K
61,122
+6%
增持
VBK
VANGUARD INDEX FDS
+$777.8K
20,882
+6%
减持
APP
APPLOVIN CORP
+$758.5K
2,281
-9%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$731.6K
21,135
-37%
增持
VOT
VANGUARD INDEX FDS
+$663.3K
24,192
+7%
增持
WDC
WESTERN DIGITAL CORP
+$659.7K
9,291
+30%
增持
UNH
UNITEDHEALTH GROUP INC
+$655.8K
3,904
+76%
增持
GE
GE AEROSPACE
+$652.4K
12,420
+4%
建仓
PULS
PGIM ETF TR
+$641.2K
12,867
增持
JNJ
JOHNSON & JOHNSON
+$632.0K
13,624
+10%
增持
META
META PLATFORMS INC
+$604.9K
18,776
+5%
增持
CAT
CATERPILLAR INC
+$595.4K
3,984
+18%
减持
BND
VANGUARD BD INDEX FDS
-$587.7K
22,525
-27%
减持
SCHB
SCHWAB STRATEGIC TR
+$555.3K
451,757
-3%
增持
LRCX
LAM RESEARCH CORP
+$555.3K
8,990
+35%
减持
BIV
VANGUARD BD INDEX FDS
-$552.5K
407,710
-3%
增持
MU
MICRON TECHNOLOGY INC
+$536.3K
7,641
+27%
增持
GEV
GE VERNOVA INC
+$535.7K
4,964
+4%
建仓
SLS
SELLAS LIFE SCIENCES GROUP I
+$533.2K
331,150
增持
NEM
NEWMONT CORP
+$525.0K
13,716
+27%
增持
—
EXXON MOBIL CORP
+$486.5K
36,768
+8%
减持
ISRG
INTUITIVE SURGICAL INC
-$485.6K
3,049
-10%
增持
ALNY
ALNYLAM PHARMACEUTICALS INC
+$484.2K
2,630
+20%
增持
WBD
WARNER BROS DISCOVERY INC
+$476.1K
47,704
+20%
增持
IVV
ISHARES TR
+$463.0K
5,947
+5%
增持
VRT
VERTIV HOLDINGS CO
+$451.4K
4,954
+115%
建仓
APH
AMPHENOL CORP NEW
+$447.2K
3,614
增持
NFLX
NETFLIX INC
-$445.4K
3,788
+2%
减持
—
ACCENTURE PLC IRELAND
-$443.2K
1,679
-41%
增持
BLK
BLACKROCK INC
+$442.6K
1,285
+28%
增持
ANET
ARISTA NETWORKS INC
+$428.8K
8,797
+6%
增持
VNQ
VANGUARD INDEX FDS
+$428.4K
52,768
+7%
减持
PG
PROCTER AND GAMBLE CO
-$426.9K
31,269
-5%
建仓
ORLY
OREILLY AUTOMOTIVE INC
+$405.7K
3,763
建仓
LGIH
LGI HOMES INC
+$403.2K
7,798
增持
WELL
WELLTOWER INC
+$398.3K
8,569
+17%
清仓
CHTR
CHARTER COMMUNICATIONS INC N
-$397.8K
0
-100%
增持
DASH
DOORDASH INC
+$393.3K
6,653
+16%
增持
GS
GOLDMAN SACHS GROUP INC
+$386.1K
2,840
+7%
减持
COST
COSTCO WHSL CORP NEW
-$383.6K
4,641
-2%
增持
TTD
THE TRADE DESK INC
+$383.2K
24,211
+117%
增持
AMD
ADVANCED MICRO DEVICES INC
+$379.1K
14,666
+4%
增持
RTX
RTX CORPORATION
+$370.1K
11,826
+7%
增持
WMT
WALMART INC
+$369.4K
38,002
+5%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$367.5K
14,815
+2%
增持
HD
HOME DEPOT INC
+$356.4K
6,496
+5%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$355.1K
1,395
+76%
增持
INTU
INTUIT
-$353.1K
3,379
+0%
减持
FISV
FISERV INC
-$352.2K
3,897
-21%
建仓
ITW
ILLINOIS TOOL WKS INC
+$349.2K
1,339
建仓
NOC
NORTHROP GRUMMAN CORP
+$345.8K
567
建仓
AEP
AMERICAN ELEC PWR CO INC
+$342.7K
3,046
增持
PWR
QUANTA SVCS INC
+$332.1K
4,998
+9%
建仓
DIOD
DIODES INC
+$329.9K
6,200
增持
MCK
MCKESSON CORP
+$328.2K
1,929
+22%
增持
AZO
AUTOZONE INC
+$326.2K
346
+11%
增持
CFG
CITIZENS FINL GROUP INC
+$324.7K
14,483
+46%
建仓
EMR
EMERSON ELEC CO
+$322.3K
2,457
增持
TJX
TJX COS INC NEW
+$321.7K
13,138
+3%
增持
BAC
BANK AMERICA CORP
+$320.5K
37,707
+10%
建仓
C
CITIGROUP INC
+$320.2K
3,155
建仓
CBRE
CBRE GROUP INC
+$320.2K
2,032
减持
CWST
CASELLA WASTE SYS INC
-$317.4K
3,017
-42%
建仓
SO
SOUTHERN CO
+$316.6K
3,340
增持
CVX
CHEVRON CORP NEW
+$313.2K
11,697
+11%
建仓
D
DOMINION ENERGY INC
+$313.0K
5,117
建仓
BNY
BANK NEW YORK MELLON CORP
+$308.0K
2,827
减持
CRM
SALESFORCE INC
-$304.0K
4,965
-9%
建仓
CRL
CHARLES RIV LABS INTL INC
+$298.8K
1,910
增持
INTC
INTEL CORP
+$298.7K
26,634
+0%
增持
—
ROYAL CARIBBEAN GROUP
+$298.6K
7,366
+11%
减持
SCHX
SCHWAB STRATEGIC TR
-$296.4K
74,757
-19%
建仓
—
APTIV PLC
+$296.1K
3,434
增持
ITT
ITT INC
+$295.2K
8,269
+10%
建仓
SPYV
SPDR SERIES TRUST
+$291.9K
5,275
清仓
BOND
PIMCO ETF TR
-$291.8K
0
-100%
建仓
GLW
CORNING INC
+$288.6K
3,518
增持
AXP
AMERICAN EXPRESS CO
+$285.9K
4,946
+16%
增持
PFE
PFIZER INC
+$284.7K
23,140
+84%
增持
NET
CLOUDFLARE INC
+$282.7K
6,460
+15%
建仓
VT
VANGUARD INTL EQUITY INDEX F
+$282.6K
2,051
建仓
MDYG
SPDR SERIES TRUST
+$281.6K
3,076
增持
PHM
PULTE GROUP INC
+$280.8K
6,462
+19%
增持
MPC
MARATHON PETE CORP
+$279.8K
5,679
+16%
增持
BA
BOEING CO
+$278.8K
5,677
+26%
增持
SCHW
SCHWAB CHARLES CORP
+$277.9K
11,687
+27%
建仓
BX
BLACKSTONE INC
+$277.5K
1,624
增持
IDXX
IDEXX LABS INC
+$275.8K
1,962
+8%
增持
CDNS
CADENCE DESIGN SYSTEM INC
+$275.7K
5,653
+2%
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$271.7K
973
增持
MS
MORGAN STANLEY
+$271.5K
9,182
+9%
建仓
CAH
CARDINAL HEALTH INC
+$269.9K
1,719
建仓
ICE
INTERCONTINENTAL EXCHANGE IN
+$269.1K
1,597
建仓
IVE
ISHARES TR
+$267.8K
1,297
增持
SPG
SIMON PPTY GROUP INC NEW
+$257.7K
4,750
+20%
减持
CMG
CHIPOTLE MEXICAN GRILL INC
-$256.1K
11,812
-8%
清仓
RLI
RLI CORP
-$253.9K
0
-100%
建仓
LFUS
LITTELFUSE INC
+$253.6K
979
建仓
MTB
M & T BK CORP
+$253.2K
1,281
增持
DAL
DELTA AIR LINES INC DEL
+$252.9K
12,646
+34%
增持
—
SPOTIFY TECHNOLOGY S A
-$252.4K
3,873
+1%
建仓
AMP
AMERIPRISE FINL INC
+$252.0K
513
增持
URI
UNITED RENTALS INC
+$250.9K
719
+24%
建仓
HOOD
ROBINHOOD MKTS INC
+$250.4K
1,749
清仓
IFF
INTERNATIONAL FLAVORS&FRAGRA
-$249.6K
0
-100%
清仓
CNC
CENTENE CORP DEL
-$248.5K
0
-100%
建仓
VXF
VANGUARD INDEX FDS
+$247.9K
1,184
减持
SCHD
SCHWAB STRATEGIC TR
-$243.6K
106,013
-10%
建仓
YUM
YUM BRANDS INC
+$242.5K
1,595
增持
GILD
GILEAD SCIENCES INC
+$241.0K
7,350
+42%
清仓
USHY
ISHARES TR
-$240.8K
0
-100%
建仓
WAL
WESTERN ALLIANCE BANCORP
+$240.6K
2,774
增持
VLO
VALERO ENERGY CORP
+$239.3K
2,884
+54%
建仓
—
EATON CORP PLC
+$237.3K
634
建仓
NUE
NUCOR CORP
+$237.1K
1,751
增持
GM
GENERAL MTRS CO
+$236.3K
10,851
+26%
建仓
MAR
MARRIOTT INTL INC NEW
+$235.7K
905
清仓
DAR
DARLING INGREDIENTS INC
-$233.3K
0
-100%
建仓
MDY
SPDR S&P MIDCAP 400 ETF TR
+$232.5K
390
增持
CEG
CONSTELLATION ENERGY CORP
+$231.7K
2,960
+29%
建仓
EQIX
EQUINIX INC
+$230.3K
294
增持
UBER
UBER TECHNOLOGIES INC
+$230.3K
17,200
+10%
建仓
LHX
L3HARRIS TECHNOLOGIES INC
+$229.7K
752
建仓
KKR
KKR & CO INC
+$229.4K
1,765
建仓
HOG
HARLEY DAVIDSON INC
+$229.0K
8,207
清仓
BLV
VANGUARD BD INDEX FDS
-$228.5K
0
-100%
增持
PSX
PHILLIPS 66
+$227.2K
4,648
+37%
建仓
CVNA
CARVANA CO
+$226.0K
599
建仓
EOG
EOG RES INC
+$224.7K
2,004
建仓
EWBC
EAST WEST BANCORP INC
+$224.4K
2,108
