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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 21
增持 94
减持 23
清仓 12
方向
标的
Δ市值
现股数(环比)
增持
VTV
VANGUARD INDEX FDS
+$12.0M
852,879
+5%
增持
DFAI
DIMENSIONAL ETF TRUST
+$7.9M
1,031,892
+22%
增持
SPY
STATE STR SPDR S&P 500 ETF T
+$5.8M
11,199
+410%
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
MSFT
MICROSOFT CORP
-$4.7M
62,502
+9%
增持
VOE
VANGUARD INDEX FDS
+$4.7M
63,399
+60%
增持
VBR
VANGUARD INDEX FDS
+$4.2M
56,396
+48%
减持
VTI
VANGUARD INDEX FDS
-$4.1M
179,893
-2%
增持
DFAE
DIMENSIONAL ETF TRUST
+$4.1M
590,888
+21%
增持
SLYG
SPDR SERIES TRUST
+$3.9M
44,940
+939%
增持
VOT
VANGUARD INDEX FDS
+$3.9M
44,070
+66%
建仓
IWD
ISHARES TR
+$3.6M
16,628
增持
VUG
VANGUARD INDEX FDS
+$3.4M
325,657
+14%
增持
—
EXXON MOBIL CORP
+$2.8M
42,535
+15%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$2.6M
18,096
+218%
建仓
DVY
ISHARES TR
+$2.2M
14,552
增持
AAPL
APPLE INC
+$2.1M
141,157
+14%
减持
INTU
INTUIT
-$1.7M
2,616
-39%
增持
JNJ
JOHNSON & JOHNSON
+$1.7M
19,590
+31%
减持
SCHG
SCHWAB STRATEGIC TR
-$1.5M
358,136
-2%
增持
GEV
GE VERNOVA INC
+$1.5M
5,659
+7%
建仓
CWI
SPDR INDEX SHS FDS
+$1.4M
38,100
增持
META
META PLATFORMS INC
-$1.4M
19,484
+3%
减持
BIV
VANGUARD BD INDEX FDS
-$1.3M
368,287
-3%
增持
VRT
VERTIV HOLDINGS CO
+$1.3M
10,522
+27%
增持
MU
MICRON TECHNOLOGY INC
+$1.3M
11,967
+24%
增持
PG
PROCTER & GAMBLE CO
+$1.2M
33,111
+34%
增持
WMT
WALMART INC
+$1.2M
47,723
+13%
增持
AMAT
APPLIED MATLS INC
+$1.2M
10,931
+12%
减持
WDC
WESTERN DIGITAL CORP
+$1.2M
12,488
-1%
增持
CAT
CATERPILLAR INC
+$1.2M
5,310
+17%
增持
NVDA
NVIDIA CORPORATION
+$1.1M
250,857
+10%
增持
SLYV
SPDR SERIES TRUST
+$1.1M
19,764
+145%
增持
SNDK
SANDISK CORP
+$1.0M
2,394
+16%
增持
ABBV
ABBVIE INC
+$1.0M
26,406
+28%
增持
TSLA
TESLA INC
-$988.9K
21,248
+8%
增持
CVX
CHEVRON CORPORATION
+$982.5K
13,249
+15%
减持
SPGI
S&P GLOBAL INC
-$977.5K
2,372
-38%
减持
AXP
AMERICAN EXPRESS CO
-$905.8K
5,019
-23%
增持
PWR
QUANTA SVCS INC
+$859.7K
5,794
+5%
减持
APP
APPLOVIN CORP
-$857.6K
2,899
-3%
增持
MRK
MERCK & CO INC
+$807.9K
19,974
+32%
增持
LLY
ELI LILLY & CO
-$736.6K
8,049
+6%
增持
COST
COSTCO WHOLESALE CORPORATION
+$725.3K
5,131
+1%
清仓
IPAY
AMPLIFY ETF TR
-$721.8K
0
-100%
建仓
SJM
SMUCKER J M CO
+$687.2K
7,126
减持
—
ACCENTURE PLC IRELAND
-$679.3K
1,801
-53%
增持
T
AT&T INC
+$666.2K
70,266
+27%
增持
QQQ
INVESCO QQQ TR
+$647.1K
3,003
+70%
清仓
INSP
INSPIRE MED SYS INC
-$646.8K
0
-100%
增持
AVGO
BROADCOM INC
+$644.9K
39,505
+18%
增持
INTC
INTEL CORP
+$643.8K
39,729
+32%
增持
NFLX
NETFLIX INC.
+$639.3K
44,902
+14%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$623.3K
218,728
-6%
减持
DASH
DOORDASH INC
-$616.8K
5,752
-12%
减持
BSX
BOSTON SCIENTIFIC CORP
-$615.0K
16,163
-5%
增持
KO
COCA COLA CO
+$611.0K
36,778
+18%
增持
NEE
NEXTERA ENERGY INC
+$608.5K
19,097
+32%
减持
BKNG
BOOKING HOLDINGS INC
-$584.6K
417
-5%
清仓
VGSH
VANGUARD SCOTTSDALE FDS
-$581.4K
0
-100%
减持
SCHB
SCHWAB STRATEGIC TR
-$576.2K
421,975
-1%
增持
JPM
JPMORGAN CHASE & CO
+$574.3K
26,974
+18%
增持
VBK
VANGUARD INDEX FDS
+$573.7K
24,933
+8%
减持
NDAQ
NASDAQ INC
-$563.0K
9,781
-32%
增持
LRCX
LAM RESEARCH CORP
+$560.5K
11,457
+4%
增持
—
LINDE PLC
+$555.8K
2,616
+51%
增持
GOOGL
ALPHABET INC
+$545.4K
47,863
+13%
增持
GS
GOLDMAN SACHS GROUP INC
+$543.9K
3,733
+26%
减持
ARES
ARES MANAGEMENT CORPORATION
-$528.9K
5,465
-21%
增持
MPC
MARATHON PETE CORP
+$526.5K
5,762
+6%
减持
HD
HOME DEPOT INC
-$522.8K
5,615
-18%
增持
TJX
TJX COS INC NEW
+$515.9K
16,556
+20%
增持
CIEN
CIENA CORP
+$513.1K
3,041
+7%
建仓
—
EATON CORP PLC
+$510.8K
1,428
增持
COP
CONOCOPHILLIPS
+$509.1K
9,276
+21%
建仓
DELL
DELL TECHNOLOGIES INC
+$506.4K
3,085
增持
KEYS
KEYSIGHT TECHNOLOGIES INC
+$496.1K
3,366
+51%
建仓
DFLV
DIMENSIONAL ETF TRUST
+$495.9K
13,887
增持
GILD
GILEAD SCIENCES INC
+$489.3K
11,239
+28%
建仓
CF
CF INDUSTRIES HOLD
+$477.0K
3,674
增持
VNQ
VANGUARD INDEX FDS
+$474.1K
65,368
+9%
增持
VOO
VANGUARD INDEX FDS
+$463.7K
10,025
+14%
增持
AMGN
AMGEN INC
+$455.0K
5,309
+23%
增持
LNG
CHENIERE ENERGY INC
+$451.9K
3,608
+23%
减持
MDGL
MADRIGAL PHARMACEUTICALS INC
-$437.0K
459
-61%
建仓
DFIC
DIMENSIONAL ETF TRUST
+$435.3K
12,251
建仓
Q
QNITY ELECTRONICS INC
+$428.5K
3,714
增持
TXN
TEXAS INSTRS INC
+$427.8K
5,915
+42%
增持
BUSE
FIRST BUSEY CORP
+$427.0K
37,280
+72%
清仓
ROP
ROPER TECHNOLOGIES INC
-$424.2K
0
-100%
增持
RTX
RTX CORPORATION
+$414.1K
14,033
+12%
增持
HAL
HALLIBURTON CO
+$410.2K
29,667
+12%
建仓
FITB
FIFTH THIRD BANCORP
+$409.9K
8,822
增持
ISRG
INTUITIVE SURGICAL INC
-$406.1K
4,214
+2%
建仓
FIX
COMFORT SYS USA INC
+$402.8K
292
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$399.8K
16,902
+10%
增持
VZ
VERIZON COMMUNICATIONS INC
+$398.6K
19,301
+38%
增持
—
SPOTIFY TECHNOLOGY S A
-$397.9K
4,172
+0%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$396.9K
22,355
+26%
增持
WELL
WELLTOWER INC
+$396.4K
10,396
+16%
清仓
LGIH
LGI HOMES INC
-$395.7K
0
-100%
减持
QCOM
QUALCOMM INC
-$394.2K
4,195
-23%
增持
OXY
OCCIDENTAL PETE CORP
+$388.2K
11,089
+37%
增持
SLB
SLB LIMITED
+$387.1K
19,801
+21%
减持
ADBE
ADOBE INC
-$387.0K
2,206
-16%
建仓
NVR
NVR INC
+$382.2K
58
增持
PLTR
PALANTIR TECHNOLOGIES INC
-$377.3K
28,328
+11%
增持
DVN
DEVON ENERGY CORP NEW
+$370.4K
21,260
+11%
增持
IVV
ISHARES TR
+$368.9K
6,811
+14%
增持
HWM
HOWMET AEROSPACE INC
+$367.7K
6,362
+19%
增持
PEP
PEPSICO INC
+$356.9K
13,557
+11%
清仓
—
WILLIS TOWERS WATSON PLC LTD
-$348.3K
0
-100%
增持
—
JOHNSON CONTROLS INTERNATION
+$344.0K
7,563
+40%
减持
—
NVENT ELEC PLC
-$341.1K
7,954
-37%
清仓
XLE
SELECT SECTOR SPDR TR
-$340.1K
0
-100%
清仓
WDAY
WORKDAY INC
-$339.4K
0
-100%
减持
ELV
ELEVANCE HEALTH INC FORMERLY
-$333.1K
1,317
-36%
增持
CSX
CSX CORP
+$332.4K
39,159
+11%
增持
ROST
ROSS STORES INC
+$330.8K
5,571
+15%
增持
PSX
PHILLIPS 66
+$329.7K
5,344
+7%
增持
PFE
PFIZER INC
+$329.3K
35,198
+33%
建仓
EBAY
EBAY INC.
+$326.1K
3,583
建仓
TGT
TARGET CORP
+$321.6K
2,653
清仓
NDSN
NORDSON CORP
-$321.2K
0
-100%
增持
—
TRANE TECHNOLOGIES PLC
+$319.1K
3,743
+17%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$318.0K
8,314
+6%
清仓
EPAM
EPAM SYS INC
-$317.6K
0
-100%
增持
UNP
UNION PAC CORP
+$317.6K
4,295
+37%
增持
TTD
THE TRADE DESK INC
-$316.5K
20,879
+0%
增持
UVSP
UNIVEST FINANCIAL CORPORATIO
+$316.1K
47,652
+19%
增持
WFC
WELLS FARGO & CO
-$312.5K
25,202
+1%
增持
LMT
LOCKHEED MARTIN CORP
+$309.9K
1,922
+9%
增持
PLD
PROLOGIS INC.
+$307.4K
7,487
+40%
增持
VLO
VALERO ENERGY CORP
+$306.4K
3,135
+9%
清仓
MDB
MONGODB INC
-$306.4K
0
-100%
建仓
EOG
EOG RES INC
+$306.1K
2,117
建仓
CLX
CLOROX CO DEL
+$294.8K
2,845
增持
CFG
CITIZENS FINL GROUP INC
+$294.7K
21,792
+26%
建仓
BMRN
BIOMARIN PHARMACEUTICAL INC
+$294.4K
5,211
建仓
TFC
TRUIST FINL CORP
+$292.6K
6,365
增持
SHOP
SHOPIFY INC
-$288.9K
7,315
+2%
清仓
AXON
AXON ENTERPRISE INC
-$287.9K
0
-100%
减持
IDXX
IDEXX LABS INC
-$286.4K
2,050
-4%
增持
DE
DEERE & CO
+$284.0K
2,396
+5%
增持
IJH
ISHARES TR
+$283.8K
8,435
+95%
增持
CI
THE CIGNA GROUP
+$280.9K
3,520
+47%
增持
ALB
ALBEMARLE CORP
+$278.7K
4,551
+20%
增持
FDX
FEDEX CORP
+$278.4K
1,471
+73%
建仓
MRSH
MARSH & MCLENNAN COS INC
+$277.9K
1,602
建仓
ROL
ROLLINS INC
+$277.4K
5,193
增持
GLW
CORNING INC
+$276.7K
4,339
+21%
