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 |
|---|---|---|---|---|---|---|---|---|
| NOC | NORTHROP GRUMMAN CORP | $37.99万 | 0.02% | 746 | -84 | -10.1% | -$4.28万 | 减仓 |
| MDB | MONGODB INC | $38.09万 | 0.02% | 1,134 | 404 | 55.3% | $13.57万 | 重新持有 |
| PINS | PINTEREST INC | $38.12万 | 0.02% | 18,128 | 6,943 | 62.1% | $14.60万 | 加仓 |
| MDYG | SPDR SERIES TRUST | $38.19万 | 0.02% | 3,407 | -3 | -0.1% | -$336 | 减仓 |
| SO | SOUTHERN CO | $38.31万 | 0.02% | 4,003 | 129 | 3.3% | $1.23万 | 加仓 |
| AON | AON PLC | $38.58万 | 0.02% | 1,163 | 7 | 0.6% | $2,322 | 加仓 |
| XYZ | BLOCK INC | $38.71万 | 0.02% | 5,094 | 306 | 6.4% | $2.33万 | 加仓 |
| TWLO | TWILIO INC | $39.12万 | 0.03% | 1,896 | 79 | 4.3% | $1.63万 | 加仓 |
| CBRE | CBRE GROUP INC | $39.34万 | 0.03% | 2,921 | -130 | -4.3% | -$1.75万 | 减仓 |
| FDX | FEDEX CORP | $39.39万 | 0.03% | 1,258 | -213 | -14.5% | -$6.67万 | 减仓 |
| SCHH | SCHWAB STRATEGIC TR | $39.47万 | 0.03% | 16,668 | -3,078 | -15.6% | -$7.29万 | 减仓 |
| BIIB | BIOGEN INC | $39.76万 | 0.03% | 1,840 | 2 | 0.1% | $432 | 加仓 |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $40.03万 | 0.03% | 6,995 | 1,784 | 34.2% | $10.21万 | 加仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $40.39万 | 0.03% | 3,417 | -42 | -1.2% | -$4,965 | 减仓 |
| BC | BRUNSWICK CORP | $40.81万 | 0.03% | 4,845 | -337 | -6.5% | -$2.84万 | 减仓 |
| MDT | MEDTRONIC PLC | $41.04万 | 0.03% | 5,246 | -774 | -12.9% | -$6.05万 | 减仓 |
| DFCF | DIMENSIONAL ETF TRUST | $41.26万 | 0.03% | 9,776 | 9,776 | — | $41.26万 | 新建仓 |
| CL | COLGATE PALMOLIVE CO | $42.37万 | 0.03% | 4,622 | 859 | 22.8% | $7.88万 | 加仓 |
| EBAY | EBAY INC. | $42.59万 | 0.03% | 3,811 | 228 | 6.4% | $2.55万 | 加仓 |
| — | WEBSTER FINL CORP | $42.89万 | 0.03% | 5,613 | 220 | 4.1% | $1.68万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $42.99万 | 0.03% | 823 | 0 | 0.0% | — | 不变 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $43.31万 | 0.03% | 4,976 | 1,785 | 55.9% | $15.54万 | 加仓 |
| BNY | BANK OF NY MELLON CORP | $43.69万 | 0.03% | 3,021 | -590 | -16.3% | -$8.53万 | 减仓 |
| IWF | ISHARES TR | $43.71万 | 0.03% | 3,520 | 144 | 4.3% | $1.79万 | 加仓 |
| LGIH | LGI HOMES INC | $43.76万 | 0.03% | 6,872 | -2,339 | -25.4% | -$14.89万 | 重新持有 |
| CCI | CROWN CASTLE INC | $44.35万 | 0.03% | 5,856 | 153 | 2.7% | $1.16万 | 加仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $45.18万 | 0.03% | 3,434 | -220 | -6.0% | -$2.89万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $46.13万 | 0.03% | 2,820 | -201 | -6.7% | -$3.29万 | 减仓 |
| — | EA SERIES TRUST | $46.58万 | 0.03% | 12,004 | -226 | -1.8% | -$8,770 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $46.68万 | 0.03% | 5,069 | -3,308 | -39.5% | -$30.46万 | 减仓 |
| DFIC | DIMENSIONAL ETF TRUST | $46.84万 | 0.03% | 12,571 | 320 | 2.6% | $1.19万 | 加仓 |
| GEN | GEN DIGITAL INC | $47.22万 | 0.03% | 18,972 | 4,486 | 31.0% | $11.17万 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $47.34万 | 0.03% | 4,721 | 1,309 | 38.4% | $13.13万 | 加仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $47.64万 | 0.03% | 14,011 | 1,306 | 10.3% | $4.44万 | 加仓 |
| EWBC | EAST WEST BANCORP INC | $47.75万 | 0.03% | 3,699 | -87 | -2.3% | -$1.12万 | 减仓 |
| CG | CARLYLE GROUP INC | $47.87万 | 0.03% | 11,369 | 224 | 2.0% | $9,433 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $48.03万 | 0.03% | 1,296 | 11 | 0.9% | $4,076 | 加仓 |
| C | CITIGROUP INC | $48.57万 | 0.03% | 3,470 | -803 | -18.8% | -$11.24万 | 减仓 |
| A | AGILENT TECHNOLOGIES INC | $49.23万 | 0.03% | 3,706 | 28 | 0.8% | $3,719 | 加仓 |
| IJH | ISHARES TR | $49.37万 | 0.03% | 6,402 | -2,033 | -24.1% | -$15.68万 | 减仓 |
| EMR | EMERSON ELEC CO | $49.39万 | 0.03% | 3,450 | -712 | -17.1% | -$10.19万 | 减仓 |
| FITB | FIFTH THIRD BANCORP | $49.88万 | 0.03% | 8,849 | 27 | 0.3% | $1,522 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $49.96万 | 0.03% | 11,706 | -4,457 | -27.6% | -$19.02万 | 减仓 |
| STLD | STEEL DYNAMICS INC | $50.76万 | 0.03% | 2,212 | 22 | 1.0% | $5,048 | 加仓 |
| DDOG | DATADOG INC | $51.50万 | 0.03% | 1,978 | -207 | -9.5% | -$5.39万 | 减仓 |
| MCO | MOODYS CORP | $51.77万 | 0.03% | 1,143 | -287 | -20.1% | -$13.00万 | 减仓 |
| NVR | NVR INC | $51.78万 | 0.03% | 76 | 18 | 31.0% | $12.26万 | 加仓 |
| PULS | PGIM ETF TR | $52.85万 | 0.03% | 10,667 | -2,165 | -16.9% | -$10.73万 | 减仓 |
| ON | ON SEMICONDUCTOR CORP | $53.20万 | 0.03% | 5,627 | 348 | 6.6% | $3.29万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $53.25万 | 0.03% | 2,795 | -385 | -12.1% | -$7.34万 | 减仓 |
| IJR | ISHARES TR | $53.29万 | 0.03% | 3,593 | 89 | 2.5% | $1.32万 | 加仓 |
| CAH | CARDINAL HEALTH INC | $54.27万 | 0.03% | 2,285 | -1,718 | -42.9% | -$40.81万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $54.53万 | 0.03% | 17,056 | 473 | 2.9% | $1.51万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $54.74万 | 0.04% | 8,704 | -1,831 | -17.4% | -$11.52万 | 减仓 |
| MO | ALTRIA GROUP INC | $55.16万 | 0.04% | 7,666 | -75 | -1.0% | -$5,396 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $55.30万 | 0.04% | 1,158 | -338 | -22.6% | -$16.14万 | 减仓 |
| SNOW | SNOWFLAKE INC | $55.30万 | 0.04% | 2,173 | -713 | -24.7% | -$18.15万 | 减仓 |
| MTB | M & T BK CORP | $55.58万 | 0.04% | 2,335 | -5 | -0.2% | -$1,190 | 减仓 |
| D | DOMINION ENERGY INC | $55.66万 | 0.04% | 8,151 | 197 | 2.5% | $1.35万 | 加仓 |
| GABC | GERMAN AMERN BANCORP INC | $56.39万 | 0.04% | 11,882 | 0 | 0.0% | — | 不变 |
| ALB | ALBEMARLE CORP | $56.70万 | 0.04% | 4,199 | -352 | -7.7% | -$4.75万 | 减仓 |
| DFIS | DIMENSIONAL ETF TRUST | $56.71万 | 0.04% | 16,188 | 16,188 | — | $56.71万 | 新建仓 |
| ZM | ZOOM COMMUNICATIONS INC | $56.97万 | 0.04% | 6,601 | -548 | -7.7% | -$4.73万 | 减仓 |
| OXY | OCCIDENTAL PETE CORP | $57.19万 | 0.04% | 11,774 | 685 | 6.2% | $3.33万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $57.73万 | 0.04% | 2,578 | -179 | -6.5% | -$4.01万 | 减仓 |
| PRU | PRUDENTIAL FINL INC | $57.80万 | 0.04% | 5,355 | 1,195 | 28.7% | $12.90万 | 加仓 |
| NUE | NUCOR CORP | $58.14万 | 0.04% | 2,610 | 38 | 1.5% | $8,465 | 加仓 |
| ETN | EATON CORP PLC | $58.29万 | 0.04% | 1,368 | -60 | -4.2% | -$2.56万 | 减仓 |
| CCL | CARNIVAL CORP LTD | $58.32万 | 0.04% | 20,414 | 20,414 | — | $58.32万 | 新建仓 |
| EW | EDWARDS LIFESCIENCES CORP | $59.12万 | 0.04% | 6,536 | -110 | -1.7% | -$9,951 | 减仓 |
| IWR | ISHARES TR | $59.21万 | 0.04% | 5,367 | 61 | 1.1% | $6,730 | 加仓 |
| MDYV | SPDR SERIES TRUST | $59.25万 | 0.04% | 6,246 | -1,376 | -18.1% | -$13.05万 | 减仓 |
| RGLD | ROYAL GOLD INC | $59.74万 | 0.04% | 2,993 | -497 | -14.2% | -$9.92万 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $59.75万 | 0.04% | 1,545 | 228 | 17.3% | $8.82万 | 加仓 |
| FIX | COMFORT SYS USA INC | $60.87万 | 0.04% | 307 | 15 | 5.1% | $2.97万 | 加仓 |
| MUB | ISHARES TR | $61.07万 | 0.04% | 5,675 | -5,877 | -50.9% | -$63.24万 | 减仓 |
| SYY | SYSCO CORP | $61.47万 | 0.04% | 7,355 | -490 | -6.2% | -$4.10万 | 减仓 |
| CME | CME GROUP INC | $62.61万 | 0.04% | 2,835 | -959 | -25.3% | -$21.18万 | 减仓 |
| HOMB | HOME BANCSHARES INC | $62.72万 | 0.04% | 21,967 | -3,643 | -14.2% | -$10.40万 | 减仓 |
| IDEV | ISHARES TR | $62.73万 | 0.04% | 7,048 | 79 | 1.1% | $7,032 | 加仓 |
| Q | QNITY ELECTRONICS INC | $64.10万 | 0.04% | 3,925 | 211 | 5.7% | $3.45万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $64.39万 | 0.04% | 1,870 | 71 | 3.9% | $2.44万 | 加仓 |
| CRL | CHARLES RIV LABS INTL INC | $65.18万 | 0.04% | 2,874 | -30 | -1.0% | -$6,804 | 减仓 |
| PRI | PRIMERICA INC | $65.25万 | 0.04% | 2,296 | -72 | -3.0% | -$2.05万 | 减仓 |
| O | REALTY INCOME CORP | $65.54万 | 0.04% | 10,578 | 252 | 2.4% | $1.56万 | 加仓 |
| PFE | PFIZER INC | $66.06万 | 0.04% | 27,433 | -7,765 | -22.1% | -$18.70万 | 减仓 |
| KR | KROGER CO | $66.14万 | 0.04% | 11,910 | -1,701 | -12.5% | -$9.45万 | 减仓 |
| FE | FIRSTENERGY CORP | $66.56万 | 0.04% | 14,001 | 1,333 | 10.5% | $6.34万 | 加仓 |
| ARES | ARES MANAGEMENT CORPORATION | $67.15万 | 0.04% | 6,033 | 568 | 10.4% | $6.32万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $67.59万 | 0.04% | 24,402 | -1,217 | -4.8% | -$3.37万 | 减仓 |
| VST | VISTRA CORP | $67.85万 | 0.04% | 4,277 | -227 | -5.0% | -$3.60万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $68.33万 | 0.04% | 2,751 | -576 | -17.3% | -$14.31万 | 减仓 |
| CRM | SALESFORCE INC | $68.60万 | 0.04% | 4,379 | -2,071 | -32.1% | -$32.44万 | 减仓 |
| SDY | SPDR SERIES TRUST | $68.98万 | 0.04% | 4,533 | -55 | -1.2% | -$8,370 | 减仓 |
| LFUS | LITTELFUSE INC | $69.30万 | 0.04% | 1,522 | 44 | 3.0% | $2.00万 | 加仓 |
| NDAQ | NASDAQ INC | $69.96万 | 0.04% | 8,876 | -905 | -9.3% | -$7.13万 | 减仓 |
| ACGL | ARCH CAP GROUP LTD | $71.92万 | 0.05% | 7,410 | -1,312 | -15.0% | -$12.73万 | 减仓 |
| SBUX | STARBUCKS CORP | $73.53万 | 0.05% | 7,195 | -774 | -9.7% | -$7.91万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $75.03万 | 0.05% | 5,484 | 564 | 11.5% | $7.72万 | 加仓 |
| CVS | CVS HEALTH CORP | $75.33万 | 0.05% | 7,282 | -900 | -11.0% | -$9.31万 | 减仓 |