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 |
|---|---|---|---|---|---|---|---|---|
| VTEB | VANGUARD MUN BD FDS | $158.60万 | 0.14% | 31,789 | -295 | -0.9% | -$1.47万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $156.63万 | 0.13% | 11,239 | 2,464 | 28.1% | $34.34万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $155.99万 | 0.13% | 3,743 | 555 | 17.4% | $23.13万 | 加仓 |
| VB | VANGUARD INDEX FDS | $155.87万 | 0.13% | 5,951 | -67 | -1.1% | -$1.75万 | 减仓 |
| NI | NISOURCE INC | $154.56万 | 0.13% | 33,124 | 734 | 2.3% | $3.42万 | 加仓 |
| SLS | SELLAS LIFE SCIENCES GROUP I | $154.14万 | 0.13% | 364,397 | -101,819 | -21.8% | -$43.07万 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $152.53万 | 0.13% | 5,016 | 502 | 11.1% | $15.26万 | 加仓 |
| SNDK | SANDISK CORP | $152.10万 | 0.13% | 2,394 | 336 | 16.3% | $21.35万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $151.81万 | 0.13% | 5,019 | -1,533 | -23.4% | -$46.37万 | 减仓 |
| VO | VANGUARD INDEX FDS | $150.50万 | 0.13% | 5,241 | -66 | -1.2% | -$1.90万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $150.08万 | 0.13% | 9,361 | 1,204 | 14.8% | $19.30万 | 加仓 |
| BLK | BLACKROCK INC | $148.87万 | 0.13% | 1,548 | 317 | 25.8% | $30.49万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $146.62万 | 0.12% | 6,362 | 1,004 | 18.7% | $23.14万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $144.68万 | 0.12% | 5,347 | 945 | 21.5% | $25.57万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $142.48万 | 0.12% | 13,877 | 1,215 | 9.6% | $12.47万 | 加仓 |
| MPC | MARATHON PETE CORP | $140.70万 | 0.12% | 5,762 | 348 | 6.4% | $8.50万 | 加仓 |
| CWI | SPDR INDEX SHS FDS | $139.41万 | 0.12% | 38,100 | 38,100 | — | $139.41万 | 新建仓 |
| NET | CLOUDFLARE INC | $138.87万 | 0.12% | 6,730 | 302 | 4.7% | $6.23万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $137.85万 | 0.12% | 3,531 | 188 | 5.6% | $7.34万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $135.58万 | 0.12% | 22,355 | 4,578 | 25.8% | $27.77万 | 加仓 |
| NOW | SERVICENOW INC | $135.50万 | 0.12% | 12,960 | 2,929 | 29.2% | $30.62万 | 加仓 |
| DE | DEERE & CO | $134.97万 | 0.11% | 2,396 | 107 | 4.7% | $6.03万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $132.37万 | 0.11% | 14,085 | 1,873 | 15.3% | $17.60万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $132.21万 | 0.11% | 10,768 | 1,825 | 20.4% | $22.41万 | 加仓 |
| CFG | CITIZENS FINL GROUP INC | $130.69万 | 0.11% | 21,792 | 4,463 | 25.8% | $26.76万 | 加仓 |
| LIN | LINDE PLC | $129.69万 | 0.11% | 2,616 | 878 | 50.5% | $43.53万 | 加仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $127.34万 | 0.11% | 8,734 | -344 | -3.8% | -$5.02万 | 减仓 |
| SCHK | SCHWAB STRATEGIC TR | $123.38万 | 0.11% | 39,379 | 1,858 | 5.0% | $5.82万 | 加仓 |
| MUB | ISHARES TR | $122.62万 | 0.10% | 11,552 | 140 | 1.2% | $1.49万 | 加仓 |
| COP | CONOCOPHILLIPS | $122.44万 | 0.10% | 9,276 | 1,634 | 21.4% | $21.57万 | 加仓 |
| ROST | ROSS STORES INC | $120.68万 | 0.10% | 5,571 | 708 | 14.6% | $15.34万 | 加仓 |
| CRM | SALESFORCE INC | $120.40万 | 0.10% | 6,450 | 1,399 | 27.7% | $26.11万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $118.62万 | 0.10% | 1,325 | 200 | 17.8% | $17.90万 | 加仓 |
| — | EA SERIES TRUST | $118.17万 | 0.10% | 25,194 | -2,568 | -9.3% | -$12.05万 | 减仓 |
| CIEN | CIENA CORP | $118.06万 | 0.10% | 3,041 | 187 | 6.6% | $7.26万 | 加仓 |
| HUBB | HUBBELL INC | $117.73万 | 0.10% | 2,399 | 128 | 5.6% | $6.28万 | 加仓 |
| — | EA SERIES TRUST | $117.24万 | 0.10% | 33,367 | -5,314 | -13.7% | -$18.67万 | 减仓 |
| COR | CENCORA INC | $117.08万 | 0.10% | 3,727 | -14 | -0.4% | -$4,398 | 减仓 |
| LECO | LINCOLN ELEC HLDGS INC | $117.07万 | 0.10% | 4,700 | 377 | 8.7% | $9.39万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $116.16万 | 0.10% | 1,922 | 161 | 9.1% | $9.73万 | 加仓 |
| HAL | HALLIBURTON CO | $115.67万 | 0.10% | 29,667 | 3,252 | 12.3% | $12.68万 | 加仓 |
| APP | APPLOVIN CORP | $115.38万 | 0.10% | 2,899 | -86 | -2.9% | -$3.42万 | 减仓 |
| IDXX | IDEXX LABS INC | $115.19万 | 0.10% | 2,050 | -76 | -3.6% | -$4.27万 | 减仓 |
| TXN | TEXAS INSTRS INC | $114.83万 | 0.10% | 5,915 | 1,762 | 42.4% | $34.21万 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $114.38万 | 0.10% | 6,132 | 789 | 14.8% | $14.72万 | 加仓 |
| AZO | AUTOZONE INC | $113.83万 | 0.10% | 337 | 3 | 0.9% | $1.01万 | 加仓 |
| INTU | INTUIT | $113.11万 | 0.10% | 2,616 | -1,644 | -38.6% | -$71.08万 | 减仓 |
| CME | CME GROUP INC | $112.06万 | 0.10% | 3,794 | 555 | 17.1% | $16.39万 | 加仓 |
| RUSHB | RUSH ENTERPRISES INC | $111.61万 | 0.10% | 17,344 | 1,130 | 7.0% | $7.27万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $109.76万 | 0.09% | 6,017 | 794 | 15.2% | $14.48万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $109.63万 | 0.09% | 2,455 | 204 | 9.1% | $9.11万 | 加仓 |
| IEMG | ISHARES INC | $108.44万 | 0.09% | 15,547 | -67 | -0.4% | -$4,673 | 减仓 |
| SYK | STRYKER CORPORATION | $107.78万 | 0.09% | 3,280 | 135 | 4.3% | $4.44万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $107.59万 | 0.09% | 14,957 | -66 | -0.4% | -$4,747 | 减仓 |
| DG | DOLLAR GEN CORP | $107.37万 | 0.09% | 9,043 | -80 | -0.9% | -$9,498 | 减仓 |
| DVN | DEVON ENERGY CORP NEW | $106.98万 | 0.09% | 21,260 | 2,165 | 11.3% | $10.89万 | 加仓 |
| ORI | OLD REP INTL CORP | $106.73万 | 0.09% | 26,750 | 1,756 | 7.0% | $7.01万 | 加仓 |
| CBOE | CBOE GLOBAL MKTS INC | $105.68万 | 0.09% | 3,760 | 476 | 14.5% | $13.38万 | 加仓 |
| GM | GENERAL MTRS CO | $105.05万 | 0.09% | 14,101 | 1,949 | 16.0% | $14.52万 | 加仓 |
| — | HONEYWELL INTL INC | $104.64万 | 0.09% | 4,629 | -491 | -9.6% | -$11.10万 | 减仓 |
| BA | BOEING CO | $104.49万 | 0.09% | 5,250 | -155 | -2.9% | -$3.08万 | 减仓 |
| UNP | UNION PAC CORP | $104.21万 | 0.09% | 4,295 | 1,163 | 37.1% | $28.22万 | 加仓 |
| LOW | LOWES COS INC | $102.81万 | 0.09% | 4,351 | 296 | 7.3% | $6.99万 | 加仓 |
| CB | CHUBB LTD SWITZ | $102.67万 | 0.09% | 3,150 | 407 | 14.8% | $13.27万 | 加仓 |
| LNG | CHENIERE ENERGY INC | $102.38万 | 0.09% | 3,608 | 666 | 22.6% | $18.90万 | 加仓 |
| DAL | DELTA AIR LINES INC | $101.91万 | 0.09% | 15,330 | 1,499 | 10.8% | $9.97万 | 加仓 |
| SLB | SLB LIMITED | $101.76万 | 0.09% | 19,801 | 3,374 | 20.5% | $17.34万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $101.42万 | 0.09% | 16,163 | -924 | -5.4% | -$5.80万 | 减仓 |
| AIG | AMERICAN INTL GROUP INC | $101.23万 | 0.09% | 13,452 | -419 | -3.0% | -$3.15万 | 减仓 |
| SPGI | S&P GLOBAL INC | $100.89万 | 0.09% | 2,372 | -1,429 | -37.6% | -$60.78万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $100.27万 | 0.09% | 2,040 | 196 | 10.6% | $9.63万 | 加仓 |
| IDA | IDACORP INC | $100.22万 | 0.09% | 7,010 | 477 | 7.3% | $6.82万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $99.04万 | 0.08% | 7,563 | 2,165 | 40.1% | $28.35万 | 加仓 |
| PLD | PROLOGIS INC. | $98.96万 | 0.08% | 7,487 | 2,143 | 40.1% | $28.33万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $98.92万 | 0.08% | 9,987 | 1,007 | 11.2% | $9.97万 | 加仓 |
| PFE | PFIZER INC | $98.84万 | 0.08% | 35,198 | 8,731 | 33.0% | $24.52万 | 加仓 |
| KR | KROGER CO | $98.49万 | 0.08% | 13,611 | 2,217 | 19.5% | $16.04万 | 加仓 |
| PSX | PHILLIPS 66 | $97.35万 | 0.08% | 5,344 | 355 | 7.1% | $6.47万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $96.89万 | 0.08% | 19,301 | 5,299 | 37.8% | $26.60万 | 加仓 |
| CNO | CNO FINL GROUP INC | $96.22万 | 0.08% | 23,434 | 607 | 2.7% | $2.49万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $96.14万 | 0.08% | 19,648 | 539 | 2.8% | $2.64万 | 加仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $95.99万 | 0.08% | 2,901 | 360 | 14.2% | $11.91万 | 加仓 |
| OGE | OGE ENERGY CORP | $95.07万 | 0.08% | 19,822 | 1,051 | 5.6% | $5.04万 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $95.05万 | 0.08% | 3,366 | 1,130 | 50.5% | $31.91万 | 加仓 |
| ECL | ECOLAB INC | $94.94万 | 0.08% | 3,569 | 95 | 2.7% | $2.53万 | 加仓 |
| BUSE | FIRST BUSEY CORP | $94.21万 | 0.08% | 37,280 | 15,631 | 72.2% | $39.50万 | 加仓 |
| NVT | NVENT ELEC PLC | $94.08万 | 0.08% | 7,954 | -4,617 | -36.7% | -$54.61万 | 减仓 |
| CI | THE CIGNA GROUP | $93.89万 | 0.08% | 3,520 | 1,129 | 47.2% | $30.12万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $92.99万 | 0.08% | 3,240 | 319 | 10.9% | $9.16万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $92.91万 | 0.08% | 3,327 | 307 | 10.2% | $8.57万 | 加仓 |
| CTAS | CINTAS CORP | $92.50万 | 0.08% | 5,469 | -730 | -11.8% | -$12.35万 | 减仓 |
| PGR | PROGRESSIVE CORP | $91.35万 | 0.08% | 4,608 | 648 | 16.4% | $12.85万 | 加仓 |
| VTHR | VANGUARD SCOTTSDALE FDS | $90.56万 | 0.08% | 3,149 | -1 | -0.0% | -$288 | 减仓 |
| STAG | STAG INDUSTRIAL INC | $89.80万 | 0.08% | 24,903 | 2,448 | 10.9% | $8.83万 | 加仓 |
| RGLD | ROYAL GOLD INC | $88.82万 | 0.08% | 3,490 | 104 | 3.1% | $2.65万 | 加仓 |
| TDG | TRANSDIGM GROUP INC | $87.73万 | 0.07% | 757 | 72 | 10.5% | $8.34万 | 加仓 |
| STXF | EA SERIES TRUST | $87.45万 | 0.07% | 20,837 | -2,668 | -11.4% | -$11.20万 | 减仓 |
| SNPS | SYNOPSYS INC | $87.23万 | 0.07% | 2,200 | -238 | -9.8% | -$9.44万 | 减仓 |
| SHOP | SHOPIFY INC | $86.77万 | 0.07% | 7,315 | 130 | 1.8% | $1.54万 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $86.63万 | 0.07% | 55,356 | -3,955 | -6.7% | -$6.19万 | 减仓 |