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 |
|---|---|---|---|---|---|---|---|---|
| VWO | VANGUARD INTL EQUITY INDEX F | $1,254.43万 | 0.80% | 210,158 | -8,570 | -3.9% | -$51.15万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $1,292.94万 | 0.83% | 11,201 | -766 | -6.4% | -$88.42万 | 减仓 |
| AVGO | BROADCOM INC | $1,356.84万 | 0.87% | 35,919 | -3,586 | -9.1% | -$135.46万 | 减仓 |
| GOOG | ALPHABET INC | $1,469.84万 | 0.94% | 41,600 | -554 | -1.3% | -$19.57万 | 减仓 |
| GOOGL | ALPHABET INC | $1,678.59万 | 1.07% | 46,971 | -892 | -1.9% | -$31.88万 | 减仓 |
| AMZN | AMAZON COM INC | $1,751.50万 | 1.12% | 73,488 | -1,597 | -2.1% | -$38.06万 | 减仓 |
| MSFT | MICROSOFT CORP | $2,158.11万 | 1.38% | 57,855 | -4,647 | -7.4% | -$173.34万 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $2,639.64万 | 1.69% | 656,464 | 65,576 | 11.1% | $263.68万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $2,928.26万 | 1.87% | 381,781 | 13,494 | 3.7% | $103.50万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $4,819.25万 | 3.08% | 240,854 | -10,003 | -4.0% | -$200.15万 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $4,975.88万 | 3.18% | 1,206,275 | 174,383 | 16.9% | $719.33万 | 加仓 |
| AAPL | APPLE INC | $5,702.88万 | 3.65% | 197,086 | 55,929 | 39.6% | $1,618.36万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $6,205.61万 | 3.97% | 255,385 | 198,989 | 352.8% | $4,835.24万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $6,323.07万 | 4.05% | 319,994 | 256,595 | 404.7% | $5,070.31万 | 加仓 |
| SLYG | SPDR SERIES TRUST | $6,418.23万 | 4.11% | 538,759 | 493,819 | 1,098.8% | $5,882.86万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $6,465.37万 | 4.14% | 174,721 | -5,172 | -2.9% | -$191.38万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $6,618.34万 | 4.23% | 216,074 | 172,004 | 390.3% | $5,268.48万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $1.78亿 | 11.41% | 2,069,696 | 115,754 | 5.9% | $997.11万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $1.95亿 | 12.50% | 896,315 | 43,436 | 5.1% | $946.60万 | 加仓 |