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 |
|---|---|---|---|---|---|---|---|---|
| DDOG | DATADOG INC | $25.79万 | 0.02% | 2,185 | 604 | 38.2% | $7.13万 | 加仓 |
| COKE | COCA COLA CONS INC | $25.87万 | 0.02% | 1,349 | 1,349 | — | $25.87万 | 新建仓 |
| IONS | IONIS PHARMACEUTICALS INC | $26.06万 | 0.02% | 3,470 | 5 | 0.1% | $376 | 加仓 |
| IWB | ISHARES TR | $26.13万 | 0.02% | 733 | 151 | 25.9% | $5.38万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $26.15万 | 0.02% | 2,658 | -56 | -2.1% | -$5,509 | 减仓 |
| PYPL | PAYPAL HLDGS INC | $26.19万 | 0.02% | 5,790 | 150 | 2.7% | $6,785 | 加仓 |
| RNR | RENAISSANCERE HLDGS LTD | $26.25万 | 0.02% | 883 | 883 | — | $26.25万 | 新建仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $26.41万 | 0.02% | 1,909 | -2 | -0.1% | -$277 | 减仓 |
| HOPE | HOPE BANCORP INC | $26.45万 | 0.02% | 23,684 | -380 | -1.6% | -$4,245 | 减仓 |
| MTZ | MASTEC INC | $26.67万 | 0.02% | 829 | 829 | — | $26.67万 | 新建仓 |
| CMI | CUMMINS INC | $26.69万 | 0.02% | 496 | 87 | 21.3% | $4.68万 | 加仓 |
| FNB | F N B CORP | $26.70万 | 0.02% | 15,971 | 5,831 | 57.5% | $9.75万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $26.73万 | 0.02% | 5,515 | 0 | 0.0% | — | 不变 |
| FMNB | FARMERS NATIONAL BANC CORP | $26.75万 | 0.02% | 20,324 | 20,324 | — | $26.75万 | 新建仓 |
| ESGV | VANGUARD WORLD FD | $26.94万 | 0.02% | 2,400 | -7 | -0.3% | -$786 | 减仓 |
| GEN | GEN DIGITAL INC | $27.28万 | 0.02% | 14,486 | -2,238 | -13.4% | -$4.21万 | 减仓 |
| CRCL | CIRCLE INTERNET GROUP INC | $27.29万 | 0.02% | 2,860 | 2,860 | — | $27.29万 | 新建仓 |
| WM | WASTE MGMT INC DEL | $27.32万 | 0.02% | 1,189 | -1,100 | -48.1% | -$25.28万 | 减仓 |
| BALL | BALL CORP | $27.52万 | 0.02% | 4,655 | 487 | 11.7% | $2.88万 | 加仓 |
| RKT | ROCKET COS INC | $27.53万 | 0.02% | 19,322 | -553 | -2.8% | -$7,880 | 减仓 |
| AFL | AFLAC INC | $27.57万 | 0.02% | 2,513 | 476 | 23.4% | $5.22万 | 加仓 |
| ROL | ROLLINS INC | $27.74万 | 0.02% | 5,193 | 5,193 | — | $27.74万 | 新建仓 |
| MRSH | MARSH & MCLENNAN COS INC | $27.79万 | 0.02% | 1,602 | 1,602 | — | $27.79万 | 新建仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $27.84万 | 0.02% | 18,500 | 7,307 | 65.3% | $11.00万 | 加仓 |
| ARGX | ARGENX SE | $28.04万 | 0.02% | 384 | 1 | 0.3% | $730 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $28.53万 | 0.02% | 3,795 | 0 | 0.0% | — | 不变 |
| XYZ | BLOCK INC | $28.81万 | 0.02% | 4,788 | 449 | 10.3% | $2.70万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $28.82万 | 0.02% | 988 | 280 | 39.5% | $8.17万 | 加仓 |
| BX | BLACKSTONE INC | $28.84万 | 0.02% | 2,508 | 878 | 53.9% | $10.10万 | 加仓 |
| TFC | TRUIST FINL CORP | $29.26万 | 0.02% | 6,365 | 6,365 | — | $29.26万 | 新建仓 |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $29.44万 | 0.03% | 5,211 | 5,211 | — | $29.44万 | 新建仓 |
| CLX | CLOROX CO DEL | $29.48万 | 0.03% | 2,845 | 533 | 23.1% | $5.52万 | 重新持有 |
| YUM | YUM BRANDS INC | $29.50万 | 0.03% | 1,898 | 385 | 25.4% | $5.98万 | 加仓 |
| PYLD | PIMCO ETF TR | $29.56万 | 0.03% | 11,284 | 3,078 | 37.5% | $8.06万 | 加仓 |
| FOX | FOX CORP | $29.57万 | 0.03% | 5,568 | 1,559 | 38.9% | $8.28万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $29.93万 | 0.03% | 5,291 | 7 | 0.1% | $396 | 加仓 |
| IVE | ISHARES TR | $29.96万 | 0.03% | 1,419 | 9 | 0.6% | $1,900 | 加仓 |
| VXF | VANGUARD INDEX FDS | $30.07万 | 0.03% | 1,461 | 133 | 10.0% | $2.74万 | 加仓 |
| BKE | BUCKLE INC | $30.20万 | 0.03% | 5,996 | -114 | -1.9% | -$5,741 | 减仓 |
| EOG | EOG RES INC | $30.61万 | 0.03% | 2,117 | 113 | 5.6% | $1.63万 | 重新持有 |
| FIS | FIDELITY NATL INFORMATION SV | $30.63万 | 0.03% | 6,529 | -242 | -3.6% | -$1.14万 | 减仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $30.70万 | 0.03% | 4,751 | -131 | -2.7% | -$8,464 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $31.03万 | 0.03% | 904 | 295 | 48.4% | $10.12万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $31.09万 | 0.03% | 1,494 | 262 | 21.3% | $5.45万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $32.07万 | 0.03% | 3,763 | 1,132 | 43.0% | $9.65万 | 加仓 |
| TGT | TARGET CORP | $32.16万 | 0.03% | 2,653 | 2,653 | — | $32.16万 | 新建仓 |
| MTCH | MATCH GROUP INC NEW | $32.41万 | 0.03% | 10,552 | 1,173 | 12.5% | $3.60万 | 加仓 |
| EBAY | EBAY INC. | $32.61万 | 0.03% | 3,583 | 3,583 | — | $32.61万 | 新建仓 |
| EXPE | EXPEDIA GROUP INC | $32.67万 | 0.03% | 1,415 | 413 | 41.2% | $9.54万 | 加仓 |
| ON | ON SEMICONDUCTOR CORP | $32.69万 | 0.03% | 5,279 | 486 | 10.1% | $3.01万 | 加仓 |
| MDYG | SPDR SERIES TRUST | $32.72万 | 0.03% | 3,410 | 361 | 11.8% | $3.46万 | 加仓 |
| TRGP | TARGA RES CORP | $32.85万 | 0.03% | 1,310 | 147 | 12.6% | $3.69万 | 加仓 |
| LEN | LENNAR CORP | $33.62万 | 0.03% | 3,871 | -756 | -16.3% | -$6.57万 | 减仓 |
| BIIB | BIOGEN INC | $33.70万 | 0.03% | 1,838 | 181 | 10.9% | $3.32万 | 加仓 |
| AGG | ISHARES TR | $34.00万 | 0.03% | 3,425 | 146 | 4.5% | $1.45万 | 加仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $34.35万 | 0.03% | 4,726 | 507 | 12.0% | $3.69万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $34.56万 | 0.03% | 8,996 | 1,936 | 27.4% | $7.44万 | 加仓 |
| CENX | CENTURY ALUM CO | $35.04万 | 0.03% | 5,970 | 43 | 0.7% | $2,524 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $35.71万 | 0.03% | 1,801 | -2,062 | -53.4% | -$40.89万 | 减仓 |
| IWF | ISHARES TR | $35.99万 | 0.03% | 844 | 15 | 1.8% | $6,396 | 加仓 |
| HYMB | SPDR SERIES TRUST | $36.31万 | 0.03% | 14,642 | -138 | -0.9% | -$3,422 | 减仓 |
| COIN | COINBASE GLOBAL INC | $36.79万 | 0.03% | 2,107 | -165 | -7.3% | -$2.88万 | 减仓 |
| CPRT | COPART INC | $36.92万 | 0.03% | 11,120 | 1,200 | 12.1% | $3.98万 | 加仓 |
| AON | AON PLC | $37.31万 | 0.03% | 1,156 | 14 | 1.2% | $4,519 | 加仓 |
| AGNT | EXP WORLD HLDGS INC | $37.37万 | 0.03% | 62,384 | 8,456 | 15.7% | $5.07万 | 加仓 |
| SO | SOUTHERN CO | $37.39万 | 0.03% | 3,874 | 1,342 | 53.0% | $12.95万 | 加仓 |
| — | WEBSTER FINL CORP | $37.44万 | 0.03% | 5,393 | 1,990 | 58.5% | $13.81万 | 加仓 |
| BC | BRUNSWICK CORP | $37.70万 | 0.03% | 5,182 | 310 | 6.4% | $2.26万 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $37.72万 | 0.03% | 13,545 | 1,217 | 9.9% | $3.39万 | 加仓 |
| — | DUPONT DE NEMOURS INC | $37.78万 | 0.03% | 8,248 | 2,029 | 32.6% | $9.29万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $38.12万 | 0.03% | 823 | 0 | 0.0% | — | 不变 |
| NVR | NVR INC | $38.22万 | 0.03% | 58 | 58 | — | $38.22万 | 新建仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $38.56万 | 0.03% | 1,317 | -733 | -35.8% | -$21.46万 | 减仓 |
| STLD | STEEL DYNAMICS INC | $39.42万 | 0.03% | 2,190 | 632 | 40.6% | $11.38万 | 加仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $39.73万 | 0.03% | 3,459 | 937 | 37.2% | $10.76万 | 加仓 |
| FIX | COMFORT SYS USA INC | $40.28万 | 0.03% | 292 | 292 | — | $40.28万 | 新建仓 |
| EWBC | EAST WEST BANCORP INC | $40.42万 | 0.03% | 3,786 | 1,527 | 67.6% | $16.30万 | 加仓 |
| PRU | PRUDENTIAL FINL INC | $40.64万 | 0.03% | 4,160 | -479 | -10.3% | -$4.68万 | 减仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $40.67万 | 0.03% | 12,705 | -1,115 | -8.1% | -$3.57万 | 减仓 |
| — | EA SERIES TRUST | $40.80万 | 0.03% | 12,230 | -1,362 | -10.0% | -$4.54万 | 减仓 |
| BDX | BECTON DICKINSON & CO | $40.91万 | 0.03% | 2,602 | 1,178 | 82.7% | $18.52万 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $40.99万 | 0.03% | 8,822 | 8,822 | — | $40.99万 | 新建仓 |
| TMUS | T-MOBILE US INC | $41.29万 | 0.04% | 1,966 | 519 | 35.9% | $10.90万 | 加仓 |
| CBRE | CBRE GROUP INC | $41.33万 | 0.04% | 3,051 | 830 | 37.4% | $11.24万 | 加仓 |
| DAR | DARLING INGREDIENTS INC | $41.69万 | 0.04% | 6,741 | 480 | 7.7% | $2.97万 | 加仓 |
| A | AGILENT TECHNOLOGIES INC | $41.92万 | 0.04% | 3,678 | 705 | 23.7% | $8.04万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $42.03万 | 0.04% | 1,285 | 385 | 42.8% | $12.59万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $42.26万 | 0.04% | 3,180 | -16 | -0.5% | -$2,126 | 减仓 |
| SCHH | SCHWAB STRATEGIC TR | $42.43万 | 0.04% | 19,746 | -3,669 | -15.7% | -$7.88万 | 减仓 |
| BNY | BANK NEW YORK MELLON CORP | $42.84万 | 0.04% | 3,611 | 576 | 19.0% | $6.83万 | 加仓 |
| Q | QNITY ELECTRONICS INC | $42.85万 | 0.04% | 3,714 | 3,714 | — | $42.85万 | 新建仓 |
| NUE | NUCOR CORP | $43.50万 | 0.04% | 2,572 | 222 | 9.4% | $3.75万 | 加仓 |
| SNOW | SNOWFLAKE INC | $43.53万 | 0.04% | 2,886 | 471 | 19.5% | $7.10万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $43.53万 | 0.04% | 12,251 | 12,251 | — | $43.53万 | 新建仓 |
| IJR | ISHARES TR | $43.56万 | 0.04% | 3,504 | 1,311 | 59.8% | $16.30万 | 加仓 |
| EQT | EQT CORP | $43.89万 | 0.04% | 6,897 | 1,544 | 28.8% | $9.83万 | 加仓 |
| KKR | KKR & CO INC | $44.10万 | 0.04% | 4,768 | 1,458 | 44.0% | $13.49万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $44.39万 | 0.04% | 1,286 | 454 | 54.6% | $15.67万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $44.73万 | 0.04% | 15,581 | 6,931 | 80.1% | $19.90万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $44.94万 | 0.04% | 1,547 | 283 | 22.4% | $8.22万 | 加仓 |