Everhart Financial Group, Inc.
Dublin OH · SEC CIK 0001852858
$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
26Q126Q2
前十大持仓 占组合比例
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 | 62 | 2.2% | $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 | 0 | 0.0% | — | 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 | 44 | 0.9% | $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 | 0 | 0.0% | — | 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 | 150 | 9.1% | $2.20万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $26.52万 | 0.02% | 1,678 | 6 | 0.4% | $948 | 加仓 |
| PNW | PINNACLE WEST CAP CORP | $26.55万 | 0.02% | 2,481 | 120 | 5.1% | $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 | 81 | 5.6% | $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 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $27.35万 | 0.02% | 2,633 | 30 | 1.2% | $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 | 33 | 1.0% | $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 | 39 | 2.0% | $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 | 284 | 27.4% | $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 | 1,669 | 21.7% | $5.04万 | 加仓 |
| IEX | IDEX CORP | $28.35万 | 0.02% | 1,249 | 74 | 6.3% | $1.68万 | 加仓 |
| PYPL | PAYPAL HLDGS INC | $28.50万 | 0.02% | 6,601 | 811 | 14.0% | $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 | 664 | 15.3% | $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 | 45 | 14.0% | $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 | 0 | 0.0% | — | 不变 |
| BWA | BORGWARNER INC | $29.93万 | 0.02% | 4,508 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $29.95万 | 0.02% | 8,996 | 0 | 0.0% | — | 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 | 963 | 20.8% | $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 | 0 | 0.0% | — | 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 | 14 | 1.9% | $5,732 | 加仓 |
| BALL | BALL CORP | $30.94万 | 0.02% | 4,958 | 303 | 6.5% | $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 | 300 | 14.2% | $3.89万 | 加仓 |
| AFL | AFLAC INC | $31.41万 | 0.02% | 2,679 | 166 | 6.6% | $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 | 35 | 2.9% | $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 | 6 | 2.6% | $8,162 | 加仓 |
| DGRW | WISDOMTREE TR | $32.17万 | 0.02% | 3,364 | 560 | 20.0% | $5.35万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $32.21万 | 0.02% | 5,298 | 7 | 0.1% | $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 | 1,344 | 37.6% | $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 | 16 | 1.8% | $5,668 | 加仓 |
| DIOD | DIODES INC | $33.12万 | 0.02% | 3,026 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 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 | 126 | 3.7% | $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 | 45 | 5.4% | $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 | 47 | 1.0% | $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 | 19 | 1.3% | $4,862 | 加仓 |
| DAR | DARLING INGREDIENTS INC | $36.92万 | 0.02% | 6,759 | 18 | 0.3% | $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 | 3,441 | 21.5% | $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 |