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
HEI/A HEICO CORP NEW $76.11万0.05%2,951 -259-8.1% -$6.68万 减仓
USB US BANCORP $77.22万0.05%12,785 -335-2.6% -$2.02万 减仓
MMM 3M CO $77.26万0.05%4,772 -986-17.1% -$15.96万 减仓
EQIX EQUINIX INC $77.55万0.05%744 26756.0% $27.83万 加仓
IWM ISHARES TR $78.35万0.05%2,608 251.0% $7,510 加仓
SPGI S&P GLOBAL INC $79.33万0.05%1,948 -424-17.9% -$17.27万 减仓
ALNY ALNYLAM PHARMACEUTICALS INC $79.65万0.05%2,646 -255-8.8% -$7.68万 减仓
LNG CHENIERE ENERGY INC $79.78万0.05%3,338 -270-7.5% -$6.45万 减仓
ASML ASML HLDG NV $80.77万0.05%406 -32-7.3% -$6.37万 减仓
URI UNITED RENTALS INC $81.11万0.05%716 40.6% $4,532 加仓
PYLD PIMCO ETF TR $81.78万0.05%30,836 19,552173.3% $51.85万 加仓
VZ VERIZON COMMUNICATIONS INC $81.80万0.05%19,319 180.1% $762 加仓
VLO VALERO ENERGY CORP $81.91万0.05%3,145 100.3% $2,604 加仓
CBOE CBOE GLOBAL MKTS INC $82.94万0.05%3,418 -342-9.1% -$8.30万 减仓
SUB ISHARES TR $83.29万0.05%7,823 220.3% $2,342 加仓
SHOP SHOPIFY INC $83.50万0.05%7,313 -2-0.0% -$228 减仓
ECL ECOLAB INC $83.97万0.05%3,014 -555-15.6% -$15.46万 减仓
CIEN CIENA CORP $84.13万0.05%1,715 -1,326-43.6% -$65.05万 减仓
USMV ISHARES TR $84.43万0.05%8,753 20.0% $193 加仓
APH AMPHENOL CORP $85.99万0.06%4,877 2375.1% $4.18万 加仓
PHM PULTE GROUP INC $86.43万0.06%6,299 -709-10.1% -$9.73万 减仓
IVW ISHARES TR $88.45万0.06%6,431 -183-2.8% -$2.52万 减仓
SLB SLB LIMITED $89.05万0.06%19,154 -647-3.3% -$3.01万 减仓
TTWO TAKE-TWO INTERACTIVE SOFTWAR $89.17万0.06%3,567 1664.9% $4.15万 加仓
UCB UNITED CMNTY BKS BLAIRSVLE G $89.35万0.06%25,463 -322-1.2% -$1.13万 减仓
SCHE SCHWAB STRATEGIC TR $89.72万0.06%24,743 -1,522-5.8% -$5.52万 减仓
HAL HALLIBURTON CO $90.32万0.06%26,604 -3,063-10.3% -$10.40万 减仓
HYG ISHARES TR $90.43万0.06%11,308 5,01179.6% $40.07万 加仓
LOW LOWES COS INC $91.06万0.06%4,130 -221-5.1% -$4.87万 减仓
DIS DISNEY WALT CO $91.09万0.06%9,464 1,28115.7% $12.33万 加仓
PSX PHILLIPS 66 $91.50万0.06%5,413 691.3% $1.17万 加仓
JCI JOHNSON CONTROLS INTERNATION $91.80万0.06%6,283 -1,280-16.9% -$18.70万 减仓
COP CONOCOPHILLIPS $93.85万0.06%9,028 -248-2.7% -$2.58万 减仓
OGE OGE ENERGY CORP $93.86万0.06%19,288 -534-2.7% -$2.60万 减仓
NOW SERVICENOW INC $94.36万0.06%9,504 -3,456-26.7% -$34.31万 减仓
SLYV SPDR SERIES TRUST $95.97万0.06%8,795 -10,969-55.5% -$119.69万 减仓
CTAS CINTAS CORP $96.06万0.06%5,648 1793.3% $3.04万 加仓
TMO THERMO FISHER SCIENTIFIC INC $96.46万0.06%1,924 -116-5.7% -$5.82万 减仓
AIG AMERICAN INTL GROUP INC $96.61万0.06%12,962 -490-3.6% -$3.65万 减仓
STAG STAG INDUSTRIAL INC $96.64万0.06%25,392 4892.0% $1.86万 加仓
TDG TRANSDIGM GROUP INC $97.24万0.06%730 -27-3.6% -$3.60万 减仓
ORI OLD REP INTL CORP $97.48万0.06%23,821 -2,929-10.9% -$11.99万 减仓
GM GENERAL MTRS CO $97.65万0.06%12,668 -1,433-10.2% -$11.05万 减仓
DASH DOORDASH INC $97.82万0.06%5,301 -451-7.8% -$8.32万 减仓
STXF EA SERIES TRUST $98.55万0.06%20,403 -434-2.1% -$2.10万 减仓
PLD PROLOGIS INC. $98.72万0.06%7,287 -200-2.7% -$2.71万 减仓
NSC NORFOLK SOUTHN CORP $99.06万0.06%3,149 -91-2.8% -$2.86万 减仓
CI THE CIGNA GROUP $100.38万0.06%3,641 1213.4% $3.34万 加仓
AME AMETEK INC $100.77万0.06%4,165 1,67267.1% $40.45万 加仓
DG DOLLAR GEN CORP $100.97万0.06%8,772 -271-3.0% -$3.12万 减仓
FNDF SCHWAB STRATEGIC TR $100.98万0.06%19,139 -509-2.6% -$2.69万 减仓
AZO AUTOZONE INC $100.99万0.06%316 -21-6.2% -$6.71万 减仓
DFUS DIMENSIONAL ETF TRUST $101.81万0.07%12,424 4053.4% $3.32万 加仓
IDXX IDEXX LABS INC $102.08万0.07%1,939 -111-5.4% -$5.84万 减仓
PGR PROGRESSIVE CORP $102.80万0.07%4,706 982.1% $2.14万 加仓
SNPS SYNOPSYS INC $102.91万0.07%2,307 1074.9% $4.77万 加仓
CB CHUBB LIMITED $103.14万0.07%3,027 -123-3.9% -$4.19万 减仓
FTNT FORTINET INC $103.22万0.07%6,719 -527-7.3% -$8.10万 减仓
UBER UBER TECHNOLOGIES INC $103.31万0.07%14,317 -640-4.3% -$4.62万 减仓
IDA IDACORP INC $103.53万0.07%6,843 -167-2.4% -$2.53万 减仓
VTHR VANGUARD SCOTTSDALE FDS $103.76万0.07%3,131 -18-0.6% -$5,965 减仓
HBAN HUNTINGTON BANCSHARES INC $105.52万0.07%59,514 4,1587.5% $7.37万 加仓
VSS VANGUARD INTL EQUITY INDEX F $105.86万0.07%6,861 -1,873-21.4% -$28.90万 减仓
SYK STRYKER CORPORATION $106.04万0.07%3,368 882.7% $2.77万 加仓
VGT VANGUARD WORLD FD $106.35万0.07%8,898 20.0% $239 加仓
QCOM QUALCOMM INC $106.42万0.07%5,759 1,56437.3% $28.90万 加仓
SJM SMUCKER J M CO $108.17万0.07%9,615 2,48934.9% $28.00万 加仓
COF CAPITAL ONE FINL CORP $108.37万0.07%5,402 -615-10.2% -$12.34万 减仓
THG HANOVER INS GROUP INC $108.97万0.07%5,089 1392.8% $2.98万 加仓
GLW CORNING INC $110.83万0.07%4,339 00.0% — 不变
CNO CNO FINL GROUP INC $111.17万0.07%21,807 -1,627-6.9% -$8.29万 减仓
COR CENCORA INC $112.80万0.07%3,986 2596.9% $7.33万 加仓
ROST ROSS STORES INC $114.62万0.07%5,385 -186-3.3% -$3.96万 减仓
LMT LOCKHEED MARTIN CORP $114.63万0.07%2,250 32817.1% $16.71万 加仓
UNP UNION PAC CORP $115.79万0.07%4,257 -38-0.9% -$1.03万 减仓
ABT ABBOTT LABORATORIES $115.80万0.07%12,762 -1,115-8.0% -$10.12万 减仓
BLK BLACKROCK INC $117.98万0.08%1,227 -321-20.7% -$30.87万 减仓
LFST LIFESTANCE HEALTH GROUP INC $119.32万0.08%111,409 -4,992-4.3% -$5.35万 减仓
BMY BRISTOL-MYERS SQUIBB CO $121.23万0.08%21,040 -1,315-5.9% -$7.58万 减仓
PH PARKER-HANNIFIN CORP $121.29万0.08%1,240 -85-6.4% -$8.31万 减仓
GILD GILEAD SCIENCES INC $121.86万0.08%9,646 -1,593-14.2% -$20.13万 减仓
LECO LINCOLN ELEC HLDGS INC $122.64万0.08%4,619 -81-1.7% -$2.15万 减仓
BUSE FIRST BUSEY CORP $122.98万0.08%41,689 4,40911.8% $13.01万 加仓
HUBB HUBBELL INC $123.11万0.08%2,353 -46-1.9% -$2.41万 减仓
VIG VANGUARD SPECIALIZED FUNDS $123.66万0.08%5,226 -12,870-71.1% -$304.53万 减仓
NEM NEWMONT CORP $124.21万0.08%13,299 -1,615-10.8% -$15.08万 减仓
— EA SERIES TRUST $124.65万0.08%32,880 -487-1.5% -$1.85万 减仓
RUSHB RUSH ENTERPRISES INC $124.87万0.08%16,323 -1,021-5.9% -$7.81万 减仓
VRTX VERTEX PHARMACEUTICALS INC $127.46万0.08%2,566 1114.5% $5.51万 加仓
IEMG ISHARES INC $127.96万0.08%15,447 -100-0.6% -$8,284 减仓
SCHW SCHWAB CHARLES CORP $128.20万0.08%13,894 -191-1.4% -$1.76万 减仓
LIN LINDE PLC $129.42万0.08%2,494 -122-4.7% -$6.33万 减仓
T AT&T INC $129.58万0.08%62,601 -7,665-10.9% -$15.87万 减仓
KEYS KEYSIGHT TECHNOLOGIES INC $130.93万0.08%3,740 37411.1% $13.09万 加仓
SPG SIMON PPTY GROUP INC NEW $133.97万0.09%5,990 -142-2.3% -$3.18万 减仓
DVN DEVON ENERGY CORP NEW $135.35万0.09%32,757 11,49754.1% $47.51万 加仓
BA BOEING CO $135.40万0.09%6,255 1,00519.1% $21.76万 加仓
— EA SERIES TRUST $135.97万0.09%24,605 -589-2.3% -$3.25万 减仓
DAL DELTA AIR LINES INC $136.14万0.09%14,536 -794-5.2% -$7.44万 减仓
— WARNER BROS DISCOVERY INC $137.18万0.09%51,456 -7,525-12.8% -$20.06万 减仓