Everhart Financial Group, Inc.
Dublin OH · SEC CIK 0001852858
$11.74亿2026Q1 申报市值
464持仓数
48.9%前十大占比 · 第一大 14.2%
64 / 20新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
VUG 加仓+$1,795.90万
VTV 加仓+$776.50万
DFAI 加仓+$713.10万
SPY 加仓+$585.42万
VOT 加仓+$449.36万
2026Q1 卖出最多 按季末市值估算
VTI 减仓-$144.69万
BIV 减仓-$103.08万
AMPLIFY ETF TR 清仓-$72.18万
INTU 减仓-$71.08万
VWO 减仓-$69.04万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| — | AMPLIFY ETF TR | $0 | 0.00% | 0 | -13,870 | -100.0% | -$72.18万 | 清仓 |
| INSP | INSPIRE MED SYS INC | $0 | 0.00% | 0 | -7,013 | -100.0% | -$64.68万 | 清仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -9,900 | -100.0% | -$58.14万 | 清仓 |
| ROP | ROPER TECHNOLOGIES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LGIH | LGI HOMES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $0 | 0.00% | 0 | -1,060 | -100.0% | -$34.83万 | 清仓 |
| XLE | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -7,607 | -100.0% | -$34.01万 | 清仓 |
| WDAY | WORKDAY INC | $0 | 0.00% | 0 | -1,580 | -100.0% | -$33.94万 | 清仓 |
| NDSN | NORDSON CORP | $0 | 0.00% | 0 | -1,336 | -100.0% | -$32.12万 | 清仓 |
| EPAM | EPAM SYS INC | $0 | 0.00% | 0 | -1,550 | -100.0% | -$31.76万 | 清仓 |
| MDB | MONGODB INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AXON | AXON ENTERPRISE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| WING | WINGSTOP INC | $0 | 0.00% | 0 | -1,157 | -100.0% | -$27.59万 | 清仓 |
| APO | APOLLO GLOBAL MGMT INC | $0 | 0.00% | 0 | -1,884 | -100.0% | -$27.27万 | 清仓 |
| LNT | ALLIANT ENERGY CORP | $0 | 0.00% | 0 | -4,180 | -100.0% | -$27.17万 | 清仓 |
| — | AVALONBAY CMNTYS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CWST | CASELLA WASTE SYS INC | $0 | 0.00% | 0 | -2,734 | -100.0% | -$26.78万 | 清仓 |
| MELI | MERCADOLIBRE INC | $0 | 0.00% | 0 | -129 | -100.0% | -$25.98万 | 清仓 |
| SSNC | SS&C TECHNOLOGIES HLDGS INC | $0 | 0.00% | 0 | -2,889 | -100.0% | -$25.26万 | 清仓 |
| NKE | NIKE INC | $0 | 0.00% | 0 | -3,947 | -100.0% | -$25.15万 | 清仓 |
| MDY | SPDR S&P MIDCAP 400 ETF TR | $0 | 0.00% | 0 | -388 | -100.0% | -$23.44万 | 清仓 |
| WAL | WESTERN ALLIANCE BANCORP | $0 | 0.00% | 0 | -2,764 | -100.0% | -$23.23万 | 清仓 |
| CSGP | COSTAR GROUP INC | $0 | 0.00% | 0 | -3,311 | -100.0% | -$22.26万 | 清仓 |
| ROKU | ROKU INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CELC | CELCUITY INC | $0 | 0.00% | 0 | -2,100 | -100.0% | -$20.95万 | 清仓 |
| MFC | MANULIFE FINL CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | AGILON HEALTH INC | $0 | 0.00% | 0 | -18,251 | -100.0% | -$1.26万 | 清仓 |
| — | DEFI TECHNOLOGIES INC | $6,243 | 0.00% | 11,300 | 11,300 | — | $6,243 | 新建仓 |
| SABR | SABRE CORP | $1.60万 | 0.00% | 11,056 | 11,056 | — | $1.60万 | 新建仓 |
| COTY | COTY INC | $2.10万 | 0.00% | 10,433 | 10,433 | — | $2.10万 | 新建仓 |
| CLOV | CLOVER HEALTH INVESTMENTS CO | $2.21万 | 0.00% | 12,546 | 12,546 | — | $2.21万 | 新建仓 |
| — | LESLIES INC | $2.49万 | 0.00% | 22,208 | 22,208 | — | $2.49万 | 新建仓 |
| ELDN | ELEDON PHARMACEUTICALS INC | $3.08万 | 0.00% | 10,000 | 10,000 | — | $3.08万 | 新建仓 |
| INDI | INDIE SEMICONDUCTOR INC | $3.58万 | 0.00% | 11,113 | 11,113 | — | $3.58万 | 新建仓 |
| LYG | LLOYDS BANKING GROUP PLC | $5.57万 | 0.00% | 11,065 | 11,065 | — | $5.57万 | 新建仓 |
| CTKB | CYTEK BIOSCIENCES INC | $5.66万 | 0.00% | 12,962 | 0 | 0.0% | — | 不变 |
| BGS | B & G FOODS INC | $7.03万 | 0.01% | 14,608 | 0 | 0.0% | — | 不变 |
| DCH | DAUCH CORP | $7.12万 | 0.01% | 12,015 | 12,015 | — | $7.12万 | 新建仓 |
| — | ONCOLYTICS BIOTECH INC | $11.73万 | 0.01% | 138,161 | 138,161 | — | $11.73万 | 新建仓 |
| WEN | WENDYS CO | $14.59万 | 0.01% | 20,995 | 6,618 | 46.0% | $4.60万 | 加仓 |
| CWK | CUSHMAN AND WAKEFIELD LTD | $15.80万 | 0.01% | 12,891 | -20 | -0.2% | -$245 | 减仓 |
| NEOG | NEOGEN CORP | $16.78万 | 0.01% | 18,058 | 0 | 0.0% | — | 不变 |
| SAN | BANCO SANTANDER SA | $16.78万 | 0.01% | 14,877 | 2,997 | 25.2% | $3.38万 | 加仓 |
| NVS | NOVARTIS AG | $20.18万 | 0.02% | 1,321 | 1,321 | — | $20.18万 | 新建仓 |
| XLU | SELECT SECTOR SPDR TR | $20.19万 | 0.02% | 4,400 | 4,400 | — | $20.19万 | 新建仓 |
| MLI | MUELLER INDS INC | $20.34万 | 0.02% | 1,836 | 1,836 | — | $20.34万 | 新建仓 |
| CZR | CAESARS ENTERTAINMENT INC NE | $20.36万 | 0.02% | 7,703 | 7,703 | — | $20.36万 | 新建仓 |
| HCA | HCA HEALTHCARE INC | $20.49万 | 0.02% | 433 | 433 | — | $20.49万 | 新建仓 |
| PINS | PINTEREST INC | $20.51万 | 0.02% | 11,185 | 11,185 | — | $20.51万 | 新建仓 |
| DIOD | DIODES INC | $20.66万 | 0.02% | 3,026 | -3,174 | -51.2% | -$21.67万 | 重新持有 |
| AEIS | ADVANCED ENERGY INDS | $20.75万 | 0.02% | 643 | 643 | — | $20.75万 | 新建仓 |
| CTVA | CORTEVA INC | $20.76万 | 0.02% | 2,480 | 2,480 | — | $20.76万 | 新建仓 |
| IVZ | INVESCO LTD | $20.79万 | 0.02% | 8,557 | 8,557 | — | $20.79万 | 新建仓 |
| RMBS | RAMBUS INC DEL | $20.89万 | 0.02% | 2,428 | 2,428 | — | $20.89万 | 新建仓 |
| WY | WEYERHAEUSER CO | $21.17万 | 0.02% | 8,664 | 8,664 | — | $21.17万 | 新建仓 |
| NRG | NRG ENERGY INC | $21.26万 | 0.02% | 1,455 | 11 | 0.8% | $1,608 | 加仓 |
| AMP | AMERIPRISE FINL INC | $21.36万 | 0.02% | 481 | -31 | -6.1% | -$1.38万 | 减仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $21.40万 | 0.02% | 3,191 | 3,191 | — | $21.40万 | 新建仓 |
| TER | TERADYNE INC | $21.47万 | 0.02% | 724 | 724 | — | $21.47万 | 新建仓 |
| QSR | RESTAURANT BRANDS INTL INC | $21.68万 | 0.02% | 2,934 | 2,934 | — | $21.68万 | 新建仓 |
| IWO | ISHARES TR | $21.75万 | 0.02% | 693 | 3 | 0.4% | $941 | 加仓 |
| SPYM | SPDR SERIES TRUST | $21.81万 | 0.02% | 2,849 | 2,849 | — | $21.81万 | 新建仓 |
| IQLT | ISHARES TR | $21.99万 | 0.02% | 4,757 | 0 | 0.0% | — | 不变 |
| IYW | ISHARES TR | $22.02万 | 0.02% | 1,214 | 0 | 0.0% | — | 不变 |
| EXC | EXELON CORP | $22.24万 | 0.02% | 4,537 | 4,537 | — | $22.24万 | 新建仓 |
| IEX | IDEX CORP | $22.27万 | 0.02% | 1,175 | 1,175 | — | $22.27万 | 新建仓 |
| BKR | BAKER HUGHES COMPANY | $22.40万 | 0.02% | 3,669 | 3,669 | — | $22.40万 | 新建仓 |
| CVNA | CARVANA CO | $22.48万 | 0.02% | 715 | 126 | 21.4% | $3.96万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $22.61万 | 0.02% | 521 | 521 | — | $22.61万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $22.71万 | 0.02% | 3,636 | 3,636 | — | $22.71万 | 新建仓 |
| RSG | REPUBLIC SVCS INC | $22.73万 | 0.02% | 1,038 | 136 | 15.1% | $2.98万 | 重新持有 |
| PCAR | PACCAR INC | $22.85万 | 0.02% | 1,978 | 1,978 | — | $22.85万 | 新建仓 |
| TWLO | TWILIO INC | $22.86万 | 0.02% | 1,817 | 1,817 | — | $22.86万 | 新建仓 |
| FNDA | SCHWAB STRATEGIC TR | $22.93万 | 0.02% | 7,071 | 7,071 | — | $22.93万 | 新建仓 |
| CASY | CASEYS GEN STORES INC | $23.36万 | 0.02% | 321 | 321 | — | $23.36万 | 新建仓 |
| TPR | TAPESTRY INC | $23.38万 | 0.02% | 1,657 | 1,657 | — | $23.38万 | 新建仓 |
| XPO | XPO INC | $23.44万 | 0.02% | 1,205 | 1,205 | — | $23.44万 | 新建仓 |
| CPB | THE CAMPBELLS COMPANY | $23.61万 | 0.02% | 10,600 | -745 | -6.6% | -$1.66万 | 重新持有 |
| HOOD | ROBINHOOD MKTS INC | $23.65万 | 0.02% | 3,412 | 1,180 | 52.9% | $8.18万 | 加仓 |
| PNW | PINNACLE WEST CAP CORP | $23.79万 | 0.02% | 2,361 | 2,361 | — | $23.79万 | 新建仓 |
| XEL | XCEL ENERGY INC | $23.91万 | 0.02% | 3,010 | 3,010 | — | $23.91万 | 新建仓 |
| MSCI | MSCI INC | $23.99万 | 0.02% | 445 | 57 | 14.7% | $3.07万 | 加仓 |
| MDGL | MADRIGAL PHARMACEUTICALS INC | $24.03万 | 0.02% | 459 | -704 | -60.5% | -$36.85万 | 减仓 |
| ABNB | AIRBNB INC | $24.20万 | 0.02% | 1,916 | 1,916 | — | $24.20万 | 新建仓 |
| PCG | PG&E CORP | $24.32万 | 0.02% | 13,843 | 3,574 | 34.8% | $6.28万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $24.40万 | 0.02% | 4,623 | 571 | 14.1% | $3.01万 | 加仓 |
| BWA | BORGWARNER INC | $24.46万 | 0.02% | 4,508 | 4,508 | — | $24.46万 | 新建仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $24.48万 | 0.02% | 1,201 | 0 | 0.0% | — | 不变 |
| LAZ | LAZARD INC | $24.50万 | 0.02% | 5,767 | -149 | -2.5% | -$6,330 | 减仓 |
| HAS | HASBRO INC | $24.53万 | 0.02% | 2,621 | 49 | 1.9% | $4,586 | 加仓 |
| DGRW | WISDOMTREE TR | $24.63万 | 0.02% | 2,804 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD WHITEHALL FDS | $24.77万 | 0.02% | 1,672 | -1 | -0.1% | -$148 | 减仓 |
| SBAC | SBA COMMUNICATIONS CORP | $24.85万 | 0.02% | 1,444 | 274 | 23.4% | $4.72万 | 重新持有 |
| ETR | ENTERGY CORP NEW | $24.89万 | 0.02% | 2,215 | 2,215 | — | $24.89万 | 新建仓 |
| MDLZ | MONDELEZ INTL INC | $24.98万 | 0.02% | 4,333 | -291 | -6.3% | -$1.68万 | 重新持有 |
| GWW | WW GRAINGER INC | $24.98万 | 0.02% | 229 | 229 | — | $24.98万 | 新建仓 |
| HYD | VANECK ETF TRUST | $25.21万 | 0.02% | 5,027 | 177 | 3.6% | $8,875 | 加仓 |
| GLD | SPDR GOLD TR | $25.26万 | 0.02% | 587 | 587 | — | $25.26万 | 新建仓 |
| EFA | ISHARES TR | $25.28万 | 0.02% | 2,603 | 0 | 0.0% | — | 不变 |
| — | CF BANKSHARES INC | $25.37万 | 0.02% | 9,090 | 0 | 0.0% | — | 不变 |