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 |
|---|---|---|---|---|---|---|---|---|
| CFG | CITIZENS FINL GROUP INC | $163.12万 | 0.10% | 23,279 | 1,487 | 6.8% | $10.42万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $162.50万 | 0.10% | 32,128 | 339 | 1.1% | $1.71万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $158.99万 | 0.10% | 3,237 | -506 | -13.5% | -$24.85万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $157.82万 | 0.10% | 12,468 | -58 | -0.5% | -$7,342 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $155.50万 | 0.10% | 8,724 | -1,701 | -16.3% | -$30.32万 | 减仓 |
| WMB | WILLIAMS COS INC | $154.43万 | 0.10% | 20,774 | -2,169 | -9.5% | -$16.12万 | 减仓 |
| MCD | MCDONALDS CORP | $152.28万 | 0.10% | 5,633 | -1,318 | -19.0% | -$35.63万 | 减仓 |
| DE | DEERE & CO | $151.03万 | 0.10% | 2,381 | -15 | -0.6% | -$9,515 | 减仓 |
| MPC | MARATHON PETE CORP | $149.36万 | 0.10% | 5,842 | 80 | 1.4% | $2.05万 | 加仓 |
| MCK | MCKESSON CORP | $149.31万 | 0.10% | 1,976 | -268 | -11.9% | -$20.25万 | 减仓 |
| NI | NISOURCE INC | $148.45万 | 0.09% | 31,219 | -1,905 | -5.8% | -$9.06万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $147.88万 | 0.09% | 16,849 | -2,248 | -11.8% | -$19.73万 | 减仓 |
| APP | APPLOVIN CORP | $147.66万 | 0.09% | 2,866 | -33 | -1.1% | -$1.70万 | 减仓 |
| SCHO | SCHWAB STRATEGIC TR | $146.17万 | 0.09% | 60,549 | 60,549 | — | $146.17万 | 新建仓 |
| HWM | HOWMET AEROSPACE INC | $144.24万 | 0.09% | 5,365 | -997 | -15.7% | -$26.81万 | 减仓 |
| SCHK | SCHWAB STRATEGIC TR | $142.51万 | 0.09% | 39,519 | 140 | 0.4% | $5,048 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $142.45万 | 0.09% | 3,582 | -632 | -15.0% | -$25.13万 | 减仓 |
| NVT | NVENT ELEC PLC | $138.89万 | 0.09% | 8,189 | 235 | 3.0% | $3.99万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $137.87万 | 0.09% | 3,195 | 110 | 3.6% | $4.75万 | 加仓 |
| — | WARNER BROS DISCOVERY INC | $137.18万 | 0.09% | 51,456 | -7,525 | -12.8% | -$20.06万 | 减仓 |
| DAL | DELTA AIR LINES INC | $136.14万 | 0.09% | 14,536 | -794 | -5.2% | -$7.44万 | 减仓 |
| — | EA SERIES TRUST | $135.97万 | 0.09% | 24,605 | -589 | -2.3% | -$3.25万 | 减仓 |
| BA | BOEING CO | $135.40万 | 0.09% | 6,255 | 1,005 | 19.1% | $21.76万 | 加仓 |
| DVN | DEVON ENERGY CORP NEW | $135.35万 | 0.09% | 32,757 | 11,497 | 54.1% | $47.51万 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $133.97万 | 0.09% | 5,990 | -142 | -2.3% | -$3.18万 | 减仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $130.93万 | 0.08% | 3,740 | 374 | 11.1% | $13.09万 | 加仓 |
| T | AT&T INC | $129.58万 | 0.08% | 62,601 | -7,665 | -10.9% | -$15.87万 | 减仓 |
| LIN | LINDE PLC | $129.42万 | 0.08% | 2,494 | -122 | -4.7% | -$6.33万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $128.20万 | 0.08% | 13,894 | -191 | -1.4% | -$1.76万 | 减仓 |
| IEMG | ISHARES INC | $127.96万 | 0.08% | 15,447 | -100 | -0.6% | -$8,284 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $127.46万 | 0.08% | 2,566 | 111 | 4.5% | $5.51万 | 加仓 |
| RUSHB | RUSH ENTERPRISES INC | $124.87万 | 0.08% | 16,323 | -1,021 | -5.9% | -$7.81万 | 减仓 |
| — | EA SERIES TRUST | $124.65万 | 0.08% | 32,880 | -487 | -1.5% | -$1.85万 | 减仓 |
| NEM | NEWMONT CORP | $124.21万 | 0.08% | 13,299 | -1,615 | -10.8% | -$15.08万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $123.66万 | 0.08% | 5,226 | -12,870 | -71.1% | -$304.53万 | 减仓 |
| HUBB | HUBBELL INC | $123.11万 | 0.08% | 2,353 | -46 | -1.9% | -$2.41万 | 减仓 |
| BUSE | FIRST BUSEY CORP | $122.98万 | 0.08% | 41,689 | 4,409 | 11.8% | $13.01万 | 加仓 |
| LECO | LINCOLN ELEC HLDGS INC | $122.64万 | 0.08% | 4,619 | -81 | -1.7% | -$2.15万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $121.86万 | 0.08% | 9,646 | -1,593 | -14.2% | -$20.13万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $121.29万 | 0.08% | 1,240 | -85 | -6.4% | -$8.31万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $121.23万 | 0.08% | 21,040 | -1,315 | -5.9% | -$7.58万 | 减仓 |
| LFST | LIFESTANCE HEALTH GROUP INC | $119.32万 | 0.08% | 111,409 | -4,992 | -4.3% | -$5.35万 | 减仓 |
| BLK | BLACKROCK INC | $117.98万 | 0.08% | 1,227 | -321 | -20.7% | -$30.87万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $115.80万 | 0.07% | 12,762 | -1,115 | -8.0% | -$10.12万 | 减仓 |
| UNP | UNION PAC CORP | $115.79万 | 0.07% | 4,257 | -38 | -0.9% | -$1.03万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $114.63万 | 0.07% | 2,250 | 328 | 17.1% | $16.71万 | 加仓 |
| ROST | ROSS STORES INC | $114.62万 | 0.07% | 5,385 | -186 | -3.3% | -$3.96万 | 减仓 |
| COR | CENCORA INC | $112.80万 | 0.07% | 3,986 | 259 | 6.9% | $7.33万 | 加仓 |
| CNO | CNO FINL GROUP INC | $111.17万 | 0.07% | 21,807 | -1,627 | -6.9% | -$8.29万 | 减仓 |
| GLW | CORNING INC | $110.83万 | 0.07% | 4,339 | 0 | 0.0% | — | 不变 |
| THG | HANOVER INS GROUP INC | $108.97万 | 0.07% | 5,089 | 139 | 2.8% | $2.98万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $108.37万 | 0.07% | 5,402 | -615 | -10.2% | -$12.34万 | 减仓 |
| SJM | SMUCKER J M CO | $108.17万 | 0.07% | 9,615 | 2,489 | 34.9% | $28.00万 | 加仓 |
| QCOM | QUALCOMM INC | $106.42万 | 0.07% | 5,759 | 1,564 | 37.3% | $28.90万 | 加仓 |
| VGT | VANGUARD WORLD FD | $106.35万 | 0.07% | 8,898 | 2 | 0.0% | $239 | 加仓 |
| SYK | STRYKER CORPORATION | $106.04万 | 0.07% | 3,368 | 88 | 2.7% | $2.77万 | 加仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $105.86万 | 0.07% | 6,861 | -1,873 | -21.4% | -$28.90万 | 减仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $105.52万 | 0.07% | 59,514 | 4,158 | 7.5% | $7.37万 | 加仓 |
| VTHR | VANGUARD SCOTTSDALE FDS | $103.76万 | 0.07% | 3,131 | -18 | -0.6% | -$5,965 | 减仓 |
| IDA | IDACORP INC | $103.53万 | 0.07% | 6,843 | -167 | -2.4% | -$2.53万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $103.31万 | 0.07% | 14,317 | -640 | -4.3% | -$4.62万 | 减仓 |
| FTNT | FORTINET INC | $103.22万 | 0.07% | 6,719 | -527 | -7.3% | -$8.10万 | 减仓 |
| CB | CHUBB LIMITED | $103.14万 | 0.07% | 3,027 | -123 | -3.9% | -$4.19万 | 减仓 |
| SNPS | SYNOPSYS INC | $102.91万 | 0.07% | 2,307 | 107 | 4.9% | $4.77万 | 加仓 |
| PGR | PROGRESSIVE CORP | $102.80万 | 0.07% | 4,706 | 98 | 2.1% | $2.14万 | 加仓 |
| IDXX | IDEXX LABS INC | $102.08万 | 0.07% | 1,939 | -111 | -5.4% | -$5.84万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $101.81万 | 0.07% | 12,424 | 405 | 3.4% | $3.32万 | 加仓 |
| AZO | AUTOZONE INC | $100.99万 | 0.06% | 316 | -21 | -6.2% | -$6.71万 | 减仓 |
| FNDF | SCHWAB STRATEGIC TR | $100.98万 | 0.06% | 19,139 | -509 | -2.6% | -$2.69万 | 减仓 |
| DG | DOLLAR GEN CORP | $100.97万 | 0.06% | 8,772 | -271 | -3.0% | -$3.12万 | 减仓 |
| AME | AMETEK INC | $100.77万 | 0.06% | 4,165 | 1,672 | 67.1% | $40.45万 | 加仓 |
| CI | THE CIGNA GROUP | $100.38万 | 0.06% | 3,641 | 121 | 3.4% | $3.34万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $99.06万 | 0.06% | 3,149 | -91 | -2.8% | -$2.86万 | 减仓 |
| PLD | PROLOGIS INC. | $98.72万 | 0.06% | 7,287 | -200 | -2.7% | -$2.71万 | 减仓 |
| STXF | EA SERIES TRUST | $98.55万 | 0.06% | 20,403 | -434 | -2.1% | -$2.10万 | 减仓 |
| DASH | DOORDASH INC | $97.82万 | 0.06% | 5,301 | -451 | -7.8% | -$8.32万 | 减仓 |
| GM | GENERAL MTRS CO | $97.65万 | 0.06% | 12,668 | -1,433 | -10.2% | -$11.05万 | 减仓 |
| ORI | OLD REP INTL CORP | $97.48万 | 0.06% | 23,821 | -2,929 | -10.9% | -$11.99万 | 减仓 |
| TDG | TRANSDIGM GROUP INC | $97.24万 | 0.06% | 730 | -27 | -3.6% | -$3.60万 | 减仓 |
| STAG | STAG INDUSTRIAL INC | $96.64万 | 0.06% | 25,392 | 489 | 2.0% | $1.86万 | 加仓 |
| AIG | AMERICAN INTL GROUP INC | $96.61万 | 0.06% | 12,962 | -490 | -3.6% | -$3.65万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $96.46万 | 0.06% | 1,924 | -116 | -5.7% | -$5.82万 | 减仓 |
| CTAS | CINTAS CORP | $96.06万 | 0.06% | 5,648 | 179 | 3.3% | $3.04万 | 加仓 |
| SLYV | SPDR SERIES TRUST | $95.97万 | 0.06% | 8,795 | -10,969 | -55.5% | -$119.69万 | 减仓 |
| NOW | SERVICENOW INC | $94.36万 | 0.06% | 9,504 | -3,456 | -26.7% | -$34.31万 | 减仓 |
| OGE | OGE ENERGY CORP | $93.86万 | 0.06% | 19,288 | -534 | -2.7% | -$2.60万 | 减仓 |
| COP | CONOCOPHILLIPS | $93.85万 | 0.06% | 9,028 | -248 | -2.7% | -$2.58万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $91.80万 | 0.06% | 6,283 | -1,280 | -16.9% | -$18.70万 | 减仓 |
| PSX | PHILLIPS 66 | $91.50万 | 0.06% | 5,413 | 69 | 1.3% | $1.17万 | 加仓 |
| DIS | DISNEY WALT CO | $91.09万 | 0.06% | 9,464 | 1,281 | 15.7% | $12.33万 | 加仓 |
| LOW | LOWES COS INC | $91.06万 | 0.06% | 4,130 | -221 | -5.1% | -$4.87万 | 减仓 |
| HYG | ISHARES TR | $90.43万 | 0.06% | 11,308 | 5,011 | 79.6% | $40.07万 | 加仓 |
| HAL | HALLIBURTON CO | $90.32万 | 0.06% | 26,604 | -3,063 | -10.3% | -$10.40万 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $89.72万 | 0.06% | 24,743 | -1,522 | -5.8% | -$5.52万 | 减仓 |
| UCB | UNITED CMNTY BKS BLAIRSVLE G | $89.35万 | 0.06% | 25,463 | -322 | -1.2% | -$1.13万 | 减仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $89.17万 | 0.06% | 3,567 | 166 | 4.9% | $4.15万 | 加仓 |
| SLB | SLB LIMITED | $89.05万 | 0.06% | 19,154 | -647 | -3.3% | -$3.01万 | 减仓 |
| IVW | ISHARES TR | $88.45万 | 0.06% | 6,431 | -183 | -2.8% | -$2.52万 | 减仓 |
| PHM | PULTE GROUP INC | $86.43万 | 0.06% | 6,299 | -709 | -10.1% | -$9.73万 | 减仓 |
| APH | AMPHENOL CORP | $85.99万 | 0.06% | 4,877 | 237 | 5.1% | $4.18万 | 加仓 |