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 |
|---|---|---|---|---|---|---|---|---|
| INTC | INTEL CORP | $175.32万 | 0.15% | 39,729 | 9,664 | 32.1% | $42.65万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $175.57万 | 0.15% | 417 | -20 | -4.6% | -$8.42万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $177.37万 | 0.15% | 19,097 | 4,583 | 31.6% | $42.57万 | 加仓 |
| ADI | ANALOG DEVICES INC | $181.12万 | 0.15% | 5,693 | -123 | -2.1% | -$3.91万 | 减仓 |
| HD | HOME DEPOT INC | $184.67万 | 0.16% | 5,615 | -1,271 | -18.5% | -$41.80万 | 减仓 |
| AMGN | AMGEN INC | $186.80万 | 0.16% | 5,309 | 992 | 23.0% | $34.90万 | 加仓 |
| SLYV | SPDR SERIES TRUST | $186.93万 | 0.16% | 19,764 | 11,697 | 145.0% | $110.63万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $190.11万 | 0.16% | 74,146 | 1,256 | 1.7% | $3.22万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $190.77万 | 0.16% | 25,906 | 1,276 | 5.2% | $9.40万 | 加仓 |
| MCK | MCKESSON CORP | $194.19万 | 0.17% | 2,244 | 214 | 10.5% | $18.52万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $194.26万 | 0.17% | 4,214 | 67 | 1.6% | $3.09万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $196.20万 | 0.17% | 30,618 | -1,226 | -3.9% | -$7.86万 | 减仓 |
| WFC | WELLS FARGO & CO | $200.63万 | 0.17% | 25,202 | 322 | 1.3% | $2.56万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $201.53万 | 0.17% | 8,314 | 437 | 5.5% | $10.59万 | 加仓 |
| IEFA | ISHARES TR | $201.86万 | 0.17% | 22,297 | -102 | -0.5% | -$9,234 | 减仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $202.30万 | 0.17% | 4,172 | 3 | 0.1% | $1,455 | 加仓 |
| MS | MORGAN STANLEY | $202.63万 | 0.17% | 12,313 | 2,419 | 24.4% | $39.81万 | 加仓 |
| T | AT&T INC | $203.70万 | 0.17% | 70,266 | 15,079 | 27.3% | $43.71万 | 加仓 |
| WELL | WELLTOWER INC | $205.54万 | 0.18% | 10,396 | 1,458 | 16.3% | $28.83万 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP | $207.05万 | 0.18% | 7,524 | 243 | 3.3% | $6.69万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $207.35万 | 0.18% | 71,303 | 836 | 1.2% | $2.43万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $208.59万 | 0.18% | 26,603 | -382 | -1.4% | -$3.00万 | 减仓 |
| PEP | PEPSICO INC | $210.53万 | 0.18% | 13,557 | 1,375 | 11.3% | $21.35万 | 加仓 |
| BAC | BANK AMERICA CORP | $214.10万 | 0.18% | 43,918 | 2,671 | 6.5% | $13.02万 | 加仓 |
| MCD | MCDONALDS CORP | $216.04万 | 0.18% | 6,951 | 246 | 3.7% | $7.65万 | 加仓 |
| DVY | ISHARES TR | $220.33万 | 0.19% | 14,552 | 14,552 | — | $220.33万 | 新建仓 |
| ORCL | ORACLE CORP | $225.63万 | 0.19% | 15,337 | 2,658 | 21.0% | $39.10万 | 加仓 |
| MRK | MERCK & CO INC | $240.27万 | 0.20% | 19,974 | 4,823 | 31.8% | $58.02万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $244.70万 | 0.21% | 14,800 | 689 | 4.9% | $11.39万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $244.79万 | 0.21% | 11,457 | 431 | 3.9% | $9.21万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $263.66万 | 0.22% | 10,522 | 2,258 | 27.3% | $56.58万 | 加仓 |
| TJX | TJX COS INC NEW | $264.40万 | 0.23% | 16,556 | 2,702 | 19.5% | $43.15万 | 加仓 |
| RTX | RTX CORPORATION | $270.70万 | 0.23% | 14,033 | 1,531 | 12.2% | $29.53万 | 加仓 |
| CVX | CHEVRON CORPORATION | $274.12万 | 0.23% | 13,249 | 1,710 | 14.8% | $35.38万 | 加仓 |
| KO | COCA COLA CO | $279.70万 | 0.24% | 36,778 | 5,510 | 17.6% | $41.90万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $280.77万 | 0.24% | 91,516 | -6,466 | -6.6% | -$19.84万 | 减仓 |
| CSCO | CISCO SYS INC | $289.26万 | 0.25% | 37,281 | 1,426 | 4.0% | $11.06万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $315.84万 | 0.27% | 3,733 | 759 | 25.5% | $64.22万 | 加仓 |
| PWR | QUANTA SVCS INC | $318.10万 | 0.27% | 5,794 | 294 | 5.3% | $16.14万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $330.23万 | 0.28% | 42,826 | 1,778 | 4.3% | $13.71万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $335.79万 | 0.29% | 108,460 | 1,103 | 1.0% | $3.41万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $337.79万 | 0.29% | 12,488 | -80 | -0.6% | -$2.16万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $344.02万 | 0.29% | 6,885 | 904 | 15.1% | $45.17万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $351.04万 | 0.30% | 17,256 | 1,885 | 12.3% | $38.35万 | 加仓 |
| IWD | ISHARES TR | $355.29万 | 0.30% | 16,628 | 16,628 | — | $355.29万 | 新建仓 |
| AMAT | APPLIED MATLS INC | $373.61万 | 0.32% | 10,931 | 1,211 | 12.5% | $41.39万 | 加仓 |
| CAT | CATERPILLAR INC | $376.22万 | 0.32% | 5,310 | 755 | 16.6% | $53.49万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $388.93万 | 0.33% | 127,518 | -1,707 | -1.3% | -$5.21万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $389.17万 | 0.33% | 18,096 | 12,406 | 218.0% | $266.80万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $404.29万 | 0.34% | 11,967 | 2,332 | 24.2% | $78.78万 | 加仓 |
| GE | GE AEROSPACE | $406.63万 | 0.35% | 14,330 | 1,773 | 14.1% | $50.31万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $414.38万 | 0.35% | 28,328 | 2,893 | 11.4% | $42.32万 | 加仓 |
| NFLX | NETFLIX INC. | $431.73万 | 0.37% | 44,902 | 5,674 | 14.5% | $54.56万 | 加仓 |
| SLYG | SPDR SERIES TRUST | $434.21万 | 0.37% | 44,940 | 40,615 | 939.1% | $392.42万 | 加仓 |
| IVV | ISHARES TR | $444.89万 | 0.38% | 6,811 | 854 | 14.3% | $55.78万 | 加仓 |
| V | VISA INC | $457.02万 | 0.39% | 15,121 | 1,846 | 13.9% | $55.79万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $478.25万 | 0.41% | 33,111 | 8,445 | 34.2% | $121.98万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $478.86万 | 0.41% | 19,590 | 4,601 | 30.7% | $112.47万 | 加仓 |
| GEV | GE VERNOVA INC | $493.98万 | 0.42% | 5,659 | 354 | 6.7% | $30.90万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $511.29万 | 0.44% | 5,131 | 43 | 0.8% | $4.28万 | 加仓 |
| ABBV | ABBVIE INC | $574.30万 | 0.49% | 26,406 | 5,756 | 27.9% | $125.19万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $579.82万 | 0.49% | 65,368 | 5,202 | 8.6% | $46.14万 | 加仓 |
| WMT | WALMART INC | $593.10万 | 0.51% | 47,723 | 5,619 | 13.3% | $69.83万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $599.05万 | 0.51% | 10,025 | 1,212 | 13.8% | $72.42万 | 加仓 |
| — | EXXON MOBIL CORP | $721.65万 | 0.61% | 42,535 | 5,600 | 15.2% | $95.01万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $728.29万 | 0.62% | 11,199 | 9,002 | 409.7% | $585.42万 | 加仓 |
| LLY | ELI LILLY & CO | $740.30万 | 0.63% | 8,049 | 475 | 6.3% | $43.69万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $753.61万 | 0.64% | 24,933 | 1,887 | 8.2% | $57.03万 | 加仓 |
| TSLA | TESLA INC | $789.89万 | 0.67% | 21,248 | 1,485 | 7.5% | $55.20万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $793.48万 | 0.68% | 26,974 | 4,131 | 18.1% | $121.52万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $809.94万 | 0.69% | 16,902 | 1,584 | 10.3% | $75.91万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $1,043.25万 | 0.89% | 358,136 | -8,476 | -2.3% | -$24.69万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $1,059.16万 | 0.90% | 421,975 | -3,788 | -0.9% | -$9.51万 | 减仓 |
| META | META PLATFORMS INC | $1,114.71万 | 0.95% | 19,484 | 510 | 2.7% | $29.18万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $1,134.14万 | 0.97% | 44,070 | 17,461 | 65.6% | $449.36万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $1,168.32万 | 0.99% | 63,399 | 23,827 | 60.2% | $439.09万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $1,182.22万 | 1.01% | 218,728 | -12,773 | -5.5% | -$69.04万 | 减仓 |
| GOOG | ALPHABET INC | $1,209.23万 | 1.03% | 42,154 | 4,380 | 11.6% | $125.64万 | 加仓 |
| AVGO | BROADCOM INC | $1,222.73万 | 1.04% | 39,505 | 6,040 | 18.0% | $186.95万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $1,225.20万 | 1.04% | 56,396 | 18,188 | 47.6% | $395.13万 | 加仓 |
| GOOGL | ALPHABET INC | $1,376.34万 | 1.17% | 47,863 | 5,633 | 13.3% | $161.98万 | 加仓 |
| AMZN | AMAZON COM INC | $1,563.79万 | 1.33% | 75,085 | 6,545 | 9.5% | $136.31万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $2,000.75万 | 1.70% | 590,888 | 102,313 | 20.9% | $346.43万 | 加仓 |
| MSFT | MICROSOFT CORP | $2,313.62万 | 1.97% | 62,502 | 4,957 | 8.6% | $183.49万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $2,842.44万 | 2.42% | 368,287 | -13,356 | -3.5% | -$103.08万 | 减仓 |
| AAPL | APPLE INC | $3,582.43万 | 3.05% | 141,157 | 17,149 | 13.8% | $435.23万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $4,020.25万 | 3.42% | 1,031,892 | 183,033 | 21.6% | $713.10万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $4,374.95万 | 3.73% | 250,857 | 22,436 | 9.8% | $391.28万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $5,771.16万 | 4.91% | 179,893 | -4,510 | -2.4% | -$144.69万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $1.42亿 | 12.11% | 325,657 | 41,116 | 14.4% | $1,795.90万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $1.67亿 | 14.25% | 852,879 | 39,577 | 4.9% | $776.50万 | 加仓 |