13F 机构持仓

Everhart Financial Group, Inc.

Dublin OH · SEC CIK 0001852858

2026Q22026Q1 更早 9 个季度 🔒
$15.63亿2026Q2 申报市值
481持仓数
54.3%前十大占比 · 第一大 12.5%
48 / 38新建仓 / 清仓
申报市值走势$15.63亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

VTV 12.5%
VUG 11.4%
VOT 4.2%
VTI 4.1%
SLYG 4.1%
VOE 4.0%
VBR 4.0%
AAPL 3.6%
DFAI 3.2%
NVDA 3.1%

2026Q2 买入最多 按季末市值估算

SLYG 加仓+$5,882.86万
VOT 加仓+$5,268.48万
VOE 加仓+$5,070.31万
VBR 加仓+$4,835.24万
AAPL 加仓+$1,618.36万

2026Q2 卖出最多 按季末市值估算

SPY 减仓-$648.07万
IWD 清仓-$355.29万
VIG 减仓-$304.53万
DVY 清仓-$220.33万
NVDA 减仓-$200.15万

2026Q2 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
NTRA NATERA INC $25.43万0.02%937 937— $25.43万 新建仓
SPYM SPDR SERIES TRUST $25.58万0.02%2,911 622.2% $5,449 加仓
ONTO ONTO INNOVATION INC $25.62万0.02%677 677— $25.62万 新建仓
MTSI MACOM TECH SOLUTIONS HLDGS I $25.68万0.02%675 675— $25.68万 新建仓
COKE COCA COLA CONS INC $25.76万0.02%1,349 00.0% — 不变
AXON AXON ENTERPRISE INC $25.96万0.02%463 -44-8.7% -$2.47万 重新持有
WM WASTE MGMT INC DEL $26.05万0.02%1,169 -20-1.7% -$4,458 减仓
HYD VANECK ETF TRUST $26.12万0.02%5,071 440.9% $2,266 加仓
CLX CLOROX CO DEL $26.13万0.02%2,738 -107-3.8% -$1.02万 减仓
PAYX PAYCHEX INC $26.22万0.02%2,667 2,667— $26.22万 新建仓
TMUS T-MOBILE US INC $26.28万0.02%1,567 -399-20.3% -$6.69万 减仓
VOOV VANGUARD ADMIRAL FDS INC $26.33万0.02%1,201 00.0% — 不变
BX BLACKSTONE INC $26.34万0.02%2,238 -270-10.8% -$3.18万 减仓
DFLV DIMENSIONAL ETF TRUST $26.34万0.02%6,661 -7,226-52.0% -$28.57万 减仓
TPR TAPESTRY INC $26.45万0.02%1,807 1509.1% $2.20万 加仓
VYM VANGUARD WHITEHALL FDS $26.52万0.02%1,678 60.4% $948 加仓
PNW PINNACLE WEST CAP CORP $26.55万0.02%2,481 1205.1% $1.28万 加仓
KKR KKR & CO INC $26.63万0.02%2,901 -1,867-39.2% -$17.14万 减仓
SBAC SBA COMMUNICATIONS CORP $26.91万0.02%1,525 815.6% $1.43万 加仓
LSCC LATTICE SEMICONDUCTOR CORP $27.14万0.02%1,774 1,774— $27.14万 新建仓
IWO ISHARES TR $27.30万0.02%693 00.0% — 不变
EFA ISHARES TR $27.35万0.02%2,633 301.2% $3,116 加仓
CENX CENTURY ALUM CO $27.35万0.02%5,945 -25-0.4% -$1,150 减仓
CARR CARRIER GLOBAL CORPORATION $27.47万0.02%3,745 3,745— $27.47万 新建仓
IONS IONIS PHARMACEUTICALS INC $27.78万0.02%3,503 331.0% $2,617 加仓
UPS UNITED PARCEL SVCS INC $27.81万0.02%2,587 -71-2.7% -$7,633 减仓
RNR RENAISSANCERE HLDGS LTD $27.86万0.02%879 -4-0.5% -$1,268 减仓
LUV SOUTHWEST AIRLS CO $27.90万0.02%5,426 5,426— $27.90万 新建仓
ABNB AIRBNB INC $27.98万0.02%1,955 392.0% $5,581 加仓
MPLX MPLX LP $28.16万0.02%5,000 5,000— $28.16万 新建仓
RSG REPUBLIC SVCS INC $28.17万0.02%1,322 28427.4% $6.05万 加仓
AGNT AGNT INC $28.23万0.02%52,172 -10,212-16.4% -$5.52万 减仓
CZR CAESARS ENTERTAINMENT INC NE $28.28万0.02%9,372 1,66921.7% $5.04万 加仓
IEX IDEX CORP $28.35万0.02%1,249 746.3% $1.68万 加仓
PYPL PAYPAL HLDGS INC $28.50万0.02%6,601 81114.0% $3.50万 加仓
BE BLOOM ENERGY CORP $28.54万0.02%943 943— $28.54万 新建仓
RSP INVESCO EXCHANGE TRADED FD T $28.60万0.02%1,344 1,344— $28.60万 新建仓
TFC TRUIST FINL CORP $28.81万0.02%5,782 -583-9.2% -$2.90万 减仓
MDLZ MONDELEZ INTL INC $28.90万0.02%4,997 66415.3% $3.84万 加仓
YUM YUM BRANDS INC $28.93万0.02%1,810 -88-4.6% -$1.41万 减仓
COIN COINBASE GLOBAL INC $29.06万0.02%1,988 -119-5.6% -$1.74万 减仓
PNC PNC FINL SVCS GROUP INC $29.08万0.02%1,181 -313-21.0% -$7.71万 减仓
CASY CASEYS GEN STORES INC $29.09万0.02%366 4514.0% $3.58万 加仓
RIVN RIVIAN AUTOMOTIVE INC $29.09万0.02%16,768 -1,732-9.4% -$3.01万 减仓
ADBE ADOBE INC $29.19万0.02%1,424 -782-35.4% -$16.03万 减仓
RMBS RAMBUS INC DEL $29.20万0.02%2,200 -228-9.4% -$3.03万 减仓
LHX L3HARRIS TECHNOLOGIES INC $29.32万0.02%1,009 -277-21.5% -$8.05万 减仓
HIW HIGHWOODS PPTYS INC $29.41万0.02%9,750 9,750— $29.41万 新建仓
CPRT COPART INC $29.60万0.02%10,500 -620-5.6% -$1.75万 减仓
VT VANGUARD INTL EQUITY INDEX F $29.68万0.02%1,891 -18-0.9% -$2,825 减仓
— CF BANKSHARES INC $29.79万0.02%9,090 00.0% — 不变
BWA BORGWARNER INC $29.93万0.02%4,508 00.0% — 不变
IBIT ISHARES BITCOIN TRUST ETF $29.95万0.02%8,996 00.0% — 不变
CMCSA COMCAST CORP NEW $30.02万0.02%12,228 -3,353-21.5% -$8.23万 减仓
TRV TRAVELERS COMPANIES INC $30.07万0.02%911 -77-7.8% -$2.54万 减仓
DFIV DIMENSIONAL ETF TRUST $30.18万0.02%5,586 96320.8% $5.20万 加仓
RKLB ROCKET LAB CORP $30.23万0.02%2,974 2,974— $30.23万 新建仓
RGEN REPLIGEN CORP $30.28万0.02%2,219 2,219— $30.28万 新建仓
DFUV DIMENSIONAL ETF TRUST $30.34万0.02%5,515 00.0% — 不变
ADSK AUTODESK INC $30.37万0.02%1,562 -830-34.7% -$16.14万 减仓
CNC CENTENE CORP DEL $30.58万0.02%4,764 4,764— $30.58万 新建仓
IWB ISHARES TR $30.59万0.02%747 141.9% $5,732 加仓
BALL BALL CORP $30.94万0.02%4,958 3036.5% $1.89万 加仓
DUOL DUOLINGO INC $31.31万0.02%2,722 2,722— $31.31万 新建仓
EOG EOG RES INC $31.36万0.02%2,417 30014.2% $3.89万 加仓
AFL AFLAC INC $31.41万0.02%2,679 1666.6% $1.95万 加仓
ESGV VANGUARD WORLD FD $31.47万0.02%2,380 -20-0.8% -$2,645 减仓
IYW ISHARES TR $31.51万0.02%1,249 352.9% $8,829 加仓
LEN LENNAR CORP $31.80万0.02%3,514 -357-9.2% -$3.23万 减仓
IVE ISHARES TR $31.97万0.02%1,408 -11-0.8% -$2,497 减仓
GWW WW GRAINGER INC $31.97万0.02%235 62.6% $8,162 加仓
DGRW WISDOMTREE TR $32.17万0.02%3,364 56020.0% $5.35万 加仓
SPYV SPDR SERIES TRUST $32.21万0.02%5,298 70.1% $426 加仓
HOPE HOPE BANCORP INC $32.29万0.02%23,603 -81-0.3% -$1,108 减仓
CVNA CARVANA CO $32.38万0.02%4,919 1,34437.6% $8.85万 加仓
CMI CUMMINS INC $32.52万0.02%456 -40-8.1% -$2.85万 减仓
GD GENERAL DYNAMICS CORP $32.59万0.02%920 161.8% $5,668 加仓
DIOD DIODES INC $33.12万0.02%3,026 00.0% — 不变
REGN REGENERON PHARMACEUTICALS $33.80万0.02%542 -118-17.9% -$7.36万 减仓
VXF VANGUARD INDEX FDS $34.18万0.02%1,388 -73-5.0% -$1.80万 减仓
SPHQ INVESCO EXCHANGE TRADED FD T $34.19万0.02%3,795 00.0% — 不变
TRGP TARGA RES CORP $34.43万0.02%1,284 -26-2.0% -$6,972 减仓
MCHP MICROCHIP TECHNOLOGY INC. $34.46万0.02%3,779 -972-20.5% -$8.86万 减仓
TGT TARGET CORP $34.59万0.02%2,648 -5-0.2% -$653 减仓
DHR DANAHER CORP DEL $34.84万0.02%1,829 -593-24.5% -$11.30万 减仓
TER TERADYNE INC $34.99万0.02%723 -1-0.1% -$484 减仓
AGG ISHARES TR $35.15万0.02%3,551 1263.7% $1.25万 加仓
APD AIR PRODUCTS AND CHEMICALS I $36.12万0.02%1,232 -315-20.4% -$9.24万 减仓
FNDX SCHWAB STRATEGIC TR $36.34万0.02%11,684 -1,861-13.7% -$5.79万 减仓
MTZ MASTEC INC $36.36万0.02%874 455.4% $1.87万 加仓
MTCH MATCH GROUP INC NEW $36.42万0.02%9,571 -981-9.3% -$3.73万 减仓
ADM ARCHER DANIELS MIDLAND CO $36.47万0.02%4,773 471.0% $3,591 加仓
CF CF INDUSTRIES HOLD $36.62万0.02%3,383 -291-7.9% -$3.15万 减仓
EXPE EXPEDIA GROUP INC $36.69万0.02%1,434 191.3% $4,862 加仓
DAR DARLING INGREDIENTS INC $36.92万0.02%6,759 180.3% $983 加仓
NBIS NEBIUS GROUP N.V. $37.03万0.02%1,341 1,341— $37.03万 新建仓
FNB F N B CORP $37.04万0.02%19,412 3,44121.5% $6.57万 加仓
APTV APTIV PLC $37.17万0.02%6,056 -1,346-18.2% -$8.26万 减仓
DD DUPONT DE NEMOURS INC $37.75万0.02%2,783 -5,465-66.3% -$74.14万 减仓
ITW ILLINOIS TOOL WKS INC $37.92万0.02%1,402 -455-24.5% -$12.31万 减仓