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Everest Management Corp. 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Everest Management Corp.

报告期 2026-03-31 · CIK 0002056683

持仓数

72

前50大市值合计

$191.5M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

DFUS DIMENSIONAL ETF TRUST

US EQUITY MARKET

$45.7M

645,075

23.9%

AAEQ EA SERIES TRUST

ALPHA ARCHITECT

$17.7M

380,489

9.2%

GOOG ALPHABET INC

CAP STK CL C

$12.6M

43,954

6.6%

GOOGL ALPHABET INC

CAP STK CL A

$12.5M

43,602

6.5%

NVDA NVIDIA CORPORATION

COM

$8.2M

46,874

4.3%

AAUA EA SERIES TRUST

ALPHA ARCHITECT

$7.8M

158,603

4.1%

AVGO BROADCOM INC

COM

$6.7M

21,759

3.5%

VOO VANGUARD INDEX FDS

S&P 500 ETF SHS

$6.2M

10,374

3.2%

ARES ARES MANAGEMENT CORPORATION

CL A COM STK

$5.6M

224,154

2.9%

AAPL APPLE INC

COM

$5.4M

21,395

2.8%

AMZN AMAZON COM INC

COM

$5.3M

25,483

2.8%

IXUS ISHARES TR

CORE MSCI TOTAL

$4.5M

51,676

2.3%

DFAC DIMENSIONAL ETF TRUST

US CORE EQUITY 2

$4.2M

108,049

2.2%

VTI VANGUARD INDEX FDS

TOTAL STK MKT

$4.1M

12,770

2.1%

VXUS VANGUARD STAR FDS

VG TL INTL STK F

$4.0M

51,303

2.1%

MSFT MICROSOFT CORP

COM

$3.5M

9,504

1.8%

AMAT APPLIED MATLS INC

COM

$3.2M

9,220

1.6%

GSLC GOLDMAN SACHS ETF TR

ACTIVEBETA US LG

$2.6M

20,422

1.3%

VTV VANGUARD INDEX FDS

VALUE ETF

$2.2M

11,287

1.2%

DUHP DIMENSIONAL ETF TRUST

US HIGH PROFITAB

$2.2M

59,190

1.1%

RSP INVESCO EXCHANGE TRADED FD T

S&P500 EQL WGT

$2.1M

10,866

1.1%

GSST GOLDMAN SACHS ETF TR

ULTRA SHORT BOND

$1.9M

37,420

1.0%

DIHP DIMENSIONAL ETF TRUST

INTL HIGH PROFIT

$1.5M

47,336

0.8%

V VISA INC

COM CL A

$1.5M

4,923

0.8%

GBIL GOLDMAN SACHS ETF TR

ACCES TREASURY

$1.5M

14,819

0.8%

WMT WALMART INC

COM

$1.5M

11,915

0.8%

ORCL ORACLE CORP

COM

$1.2M

8,078

0.6%

PULS PGIM ETF TR

PGIM ULTRA SH BD

$1.1M

22,698

0.6%

IVV ISHARES TR

CORE S&P500 ETF

$1.1M

1,716

0.6%

JQUA J P MORGAN EXCHANGE TRADED F

US QUALTY FCTR

$1.1M

17,243

0.6%

IJS ISHARES TR

SP SMCP600VL ETF

$973.2K

8,216

0.5%

CPAG RBB FD INC

F/M COMPOUNDR US

$894.5K

8,751

0.5%

SPMC SOUND POINT MERIDIAN CAP INC

COMMON STOCK

$866.5K

96,819

0.5%

DGS WISDOMTREE TR

EMG MKTS SMCAP

$774.5K

12,888

0.4%

META META PLATFORMS INC

CL A

$743.2K

1,299

0.4%

TSLA TESLA INC

COM

$716.0K

1,926

0.4%

INTU INTUIT

COM

$708.7K

1,639

0.4%

CRM SALESFORCE INC

COM

$677.4K

3,629

0.4%

MU MICRON TECHNOLOGY INC

COM

$663.9K

1,965

0.3%

VGIT VANGUARD SCOTTSDALE FDS

INTER TERM TREAS

$638.1K

10,716

0.3%

LLY ELI LILLY & CO

COM

$621.8K

676

0.3%

CSCO CISCO SYS INC

COM

$607.7K

7,832

0.3%

BRK/B BERKSHIRE HATHAWAY INC DEL

CL B NEW

$548.2K

1,144

0.3%

VUG VANGUARD INDEX FDS

GROWTH ETF

$525.6K

1,203

0.3%

BNDX VANGUARD CHARLOTTE FDS

TOTAL INT BD ETF

$522.9K

10,882

0.3%

ANET ARISTA NETWORKS INC

COM SHS

$516.3K

4,205

0.3%

JPM JPMORGAN CHASE & CO

COM

$491.0K

1,669

0.3%

PAAA PGIM ETF TR

AAA CLO ETF

$485.5K

9,487

0.3%

AMD ADVANCED MICRO DEVICES INC

COM

$451.2K

2,218

0.2%

COST COSTCO WHOLESALE CORPORATION

COM

$432.5K

434

0.2%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

55%前 6 大占比

DFUS23.9%AAEQ9.2%GOOG6.6%GOOGL6.5%NVDA4.3%AAUA4.1%