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 |
|---|---|---|---|---|---|---|---|---|
| VTV | VANGUARD INDEX FDS | $1.95亿 | 12.50% | 896,315 | 43,436 | 5.1% | $946.60万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $1.78亿 | 11.41% | 2,069,696 | 115,754 | 5.9% | $997.11万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $6,618.34万 | 4.23% | 216,074 | 172,004 | 390.3% | $5,268.48万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $6,465.37万 | 4.14% | 174,721 | -5,172 | -2.9% | -$191.38万 | 减仓 |
| SLYG | SPDR SERIES TRUST | $6,418.23万 | 4.11% | 538,759 | 493,819 | 1,098.8% | $5,882.86万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $6,323.07万 | 4.05% | 319,994 | 256,595 | 404.7% | $5,070.31万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $6,205.61万 | 3.97% | 255,385 | 198,989 | 352.8% | $4,835.24万 | 加仓 |
| AAPL | APPLE INC | $5,702.88万 | 3.65% | 197,086 | 55,929 | 39.6% | $1,618.36万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $4,975.88万 | 3.18% | 1,206,275 | 174,383 | 16.9% | $719.33万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $4,819.25万 | 3.08% | 240,854 | -10,003 | -4.0% | -$200.15万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $2,928.26万 | 1.87% | 381,781 | 13,494 | 3.7% | $103.50万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $2,639.64万 | 1.69% | 656,464 | 65,576 | 11.1% | $263.68万 | 加仓 |
| MSFT | MICROSOFT CORP | $2,158.11万 | 1.38% | 57,855 | -4,647 | -7.4% | -$173.34万 | 减仓 |
| AMZN | AMAZON COM INC | $1,751.50万 | 1.12% | 73,488 | -1,597 | -2.1% | -$38.06万 | 减仓 |
| GOOGL | ALPHABET INC | $1,678.59万 | 1.07% | 46,971 | -892 | -1.9% | -$31.88万 | 减仓 |
| GOOG | ALPHABET INC | $1,469.84万 | 0.94% | 41,600 | -554 | -1.3% | -$19.57万 | 减仓 |
| AVGO | BROADCOM INC | $1,356.84万 | 0.87% | 35,919 | -3,586 | -9.1% | -$135.46万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $1,292.94万 | 0.83% | 11,201 | -766 | -6.4% | -$88.42万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $1,254.43万 | 0.80% | 210,158 | -8,570 | -3.9% | -$51.15万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $1,166.59万 | 0.75% | 344,737 | -13,399 | -3.7% | -$45.34万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $1,158.67万 | 0.74% | 400,094 | -21,881 | -5.2% | -$63.37万 | 减仓 |
| META | META PLATFORMS INC | $1,079.86万 | 0.69% | 19,171 | -313 | -1.6% | -$17.63万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $1,057.78万 | 0.68% | 18,209 | 953 | 5.5% | $55.36万 | 加仓 |
| LLY | ELI LILLY & CO | $958.31万 | 0.61% | 7,990 | -59 | -0.7% | -$7.08万 | 减仓 |
| TSLA | TESLA INC | $930.87万 | 0.60% | 22,132 | 884 | 4.2% | $37.18万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $912.69万 | 0.58% | 27,883 | 909 | 3.4% | $29.75万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $899.65万 | 0.58% | 13,099 | 3,074 | 30.7% | $211.12万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $834.25万 | 0.53% | 16,672 | -230 | -1.4% | -$11.51万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $811.09万 | 0.52% | 22,179 | -2,754 | -11.0% | -$100.71万 | 减仓 |
| AMAT | APPLIED MATLS INC | $729.07万 | 0.47% | 10,084 | -847 | -7.7% | -$61.24万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $710.86万 | 0.45% | 11,129 | -1,359 | -10.9% | -$86.81万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $700.60万 | 0.45% | 72,654 | 7,286 | 11.1% | $70.26万 | 加仓 |
| ABBV | ABBVIE INC | $637.35万 | 0.41% | 25,328 | -1,078 | -4.1% | -$27.13万 | 减仓 |
| GEV | GE VERNOVA INC | $598.85万 | 0.38% | 5,097 | -562 | -9.9% | -$66.03万 | 减仓 |
| CAT | CATERPILLAR INC | $559.91万 | 0.36% | 5,258 | -52 | -1.0% | -$5.54万 | 减仓 |
| — | EXXON MOBIL CORP | $544.64万 | 0.35% | 39,836 | -2,699 | -6.3% | -$36.90万 | 减仓 |
| INTC | INTEL CORP | $542.77万 | 0.35% | 38,872 | -857 | -2.2% | -$11.97万 | 减仓 |
| SNDK | SANDISK CORP | $540.47万 | 0.35% | 2,377 | -17 | -0.7% | -$3.87万 | 减仓 |
| WMT | WALMART INC | $510.68万 | 0.33% | 45,089 | -2,634 | -5.5% | -$29.83万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $499.54万 | 0.32% | 11,528 | 71 | 0.6% | $3.08万 | 加仓 |
| GE | GE AEROSPACE | $477.29万 | 0.31% | 12,771 | -1,559 | -10.9% | -$58.26万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $465.62万 | 0.30% | 18,334 | -1,256 | -6.4% | -$31.90万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $460.47万 | 0.29% | 31,401 | -1,710 | -5.2% | -$25.08万 | 减仓 |
| IVV | ISHARES TR | $456.82万 | 0.29% | 6,100 | -711 | -10.4% | -$53.25万 | 减仓 |
| CSCO | CISCO SYS INC | $452.44万 | 0.29% | 38,518 | 1,237 | 3.3% | $14.53万 | 加仓 |
| V | VISA INC | $451.09万 | 0.29% | 13,148 | -1,973 | -13.0% | -$67.69万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $439.42万 | 0.28% | 4,697 | -434 | -8.5% | -$40.60万 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $431.54万 | 0.28% | 123,969 | -3,549 | -2.8% | -$12.35万 | 减仓 |
| SLS | SELLAS LIFE SCIENCES GROUP I | $425.11万 | 0.27% | 288,018 | -76,379 | -21.0% | -$112.74万 | 减仓 |
| PWR | QUANTA SVCS INC | $367.87万 | 0.24% | 5,109 | -685 | -11.8% | -$49.32万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $363.70万 | 0.23% | 98,643 | -9,817 | -9.1% | -$36.20万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $361.09万 | 0.23% | 3,570 | -163 | -4.4% | -$16.49万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $310.81万 | 0.20% | 36,356 | -6,470 | -15.1% | -$55.31万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $307.95万 | 0.20% | 5,996 | -889 | -12.9% | -$45.66万 | 减仓 |
| KO | COCA COLA CO | $307.45万 | 0.20% | 37,830 | 1,052 | 2.9% | $8.55万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $300.48万 | 0.19% | 10,087 | 100 | 1.0% | $2.98万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $291.67万 | 0.19% | 8,553 | -808 | -8.6% | -$27.55万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $289.33万 | 0.19% | 91,241 | -275 | -0.3% | -$8,720 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $287.31万 | 0.18% | 8,581 | -1,941 | -18.4% | -$64.99万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $280.30万 | 0.18% | 15,494 | 694 | 4.7% | $12.56万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $279.80万 | 0.18% | 6,732 | 1,385 | 25.9% | $57.56万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $272.52万 | 0.17% | 23,358 | -4,970 | -17.5% | -$57.98万 | 减仓 |
| NFLX | NETFLIX INC. | $260.37万 | 0.17% | 36,467 | -8,435 | -18.8% | -$60.23万 | 减仓 |
| RTX | RTX CORPORATION | $253.31万 | 0.16% | 13,351 | -682 | -4.9% | -$12.94万 | 减仓 |
| BAC | BANK OF AMER CORP | $250.78万 | 0.16% | 44,011 | 93 | 0.2% | $5,299 | 加仓 |
| MRK | MERCK & CO INC | $250.37万 | 0.16% | 19,484 | -490 | -2.5% | -$6.30万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $243.06万 | 0.16% | 3,185 | -346 | -9.8% | -$26.40万 | 减仓 |
| MS | MORGAN STANLEY | $239.96万 | 0.15% | 11,479 | -834 | -6.8% | -$17.43万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $230.78万 | 0.15% | 63,876 | -7,427 | -10.4% | -$26.83万 | 减仓 |
| ADI | ANALOG DEVICES INC | $230.48万 | 0.15% | 5,803 | 110 | 1.9% | $4.37万 | 加仓 |
| WELL | WELLTOWER INC | $230.10万 | 0.15% | 10,138 | -258 | -2.5% | -$5.86万 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $228.31万 | 0.15% | 6,083 | 169 | 2.9% | $6.34万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $222.29万 | 0.14% | 31,199 | 581 | 1.9% | $4.14万 | 加仓 |
| TJX | TJX COS INC NEW | $221.04万 | 0.14% | 14,590 | -1,966 | -11.9% | -$29.79万 | 减仓 |
| RCL | ROYAL CARIBBEAN GROUP | $219.76万 | 0.14% | 6,921 | -603 | -8.0% | -$19.15万 | 减仓 |
| ORCL | ORACLE CORP | $218.91万 | 0.14% | 14,938 | -399 | -2.6% | -$5.85万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $214.51万 | 0.14% | 72,888 | -1,258 | -1.7% | -$3.70万 | 减仓 |
| IEFA | ISHARES TR | $213.45万 | 0.14% | 22,101 | -196 | -0.9% | -$1.89万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $213.22万 | 0.14% | 7,582 | -732 | -8.8% | -$20.59万 | 减仓 |
| UVSP | UNIVEST FINANCIAL CORPORATIO | $209.48万 | 0.13% | 47,881 | 229 | 0.5% | $1.00万 | 加仓 |
| QQQ | INVESCO QQQ TR | $206.87万 | 0.13% | 2,809 | -194 | -6.5% | -$14.29万 | 减仓 |
| HD | HOME DEPOT INC | $203.99万 | 0.13% | 5,784 | 169 | 3.0% | $5.96万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $201.72万 | 0.13% | 25,891 | -712 | -2.7% | -$5.55万 | 减仓 |
| CVX | CHEVRON CORPORATION | $197.19万 | 0.13% | 11,896 | -1,353 | -10.2% | -$22.43万 | 减仓 |
| WFC | WELLS FARGO & CO | $191.56万 | 0.12% | 23,180 | -2,022 | -8.0% | -$16.71万 | 减仓 |
| CSX | CSX CORP | $189.23万 | 0.12% | 39,812 | 653 | 1.7% | $3.10万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $188.27万 | 0.12% | 2,521 | -8,678 | -77.5% | -$648.07万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $186.84万 | 0.12% | 25,452 | -454 | -1.8% | -$3.33万 | 减仓 |
| AMGN | AMGEN INC | $184.14万 | 0.12% | 5,085 | -224 | -4.2% | -$8.11万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $176.23万 | 0.11% | 10,374 | -394 | -3.7% | -$6.69万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $176.16万 | 0.11% | 5,208 | 189 | 3.8% | $6.39万 | 加仓 |
| TXN | TEXAS INSTRS INC | $175.06万 | 0.11% | 5,873 | -42 | -0.7% | -$1.25万 | 减仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $173.37万 | 0.11% | 3,776 | -396 | -9.5% | -$18.18万 | 减仓 |
| VO | VANGUARD INDEX FDS | $172.08万 | 0.11% | 21,358 | 394 | 1.9% | $3.17万 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $170.48万 | 0.11% | 5,159 | 143 | 2.9% | $4.73万 | 加仓 |
| PEP | PEPSICO INC | $170.41万 | 0.11% | 12,586 | -971 | -7.2% | -$13.15万 | 减仓 |
| KLAC | KLA CORP | $168.63万 | 0.11% | 5,589 | 259 | 4.9% | $7.81万 | 加仓 |
| ITT | ITT INC | $168.55万 | 0.11% | 8,523 | -362 | -4.1% | -$7.16万 | 减仓 |
| VB | VANGUARD INDEX FDS | $168.50万 | 0.11% | 5,559 | -392 | -6.6% | -$11.88万 | 减仓 |
| NET | CLOUDFLARE INC | $167.33万 | 0.11% | 6,822 | 92 | 1.4% | $2.26万 | 加仓 |