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 |
|---|---|---|---|---|---|---|---|---|
| SCHE | SCHWAB STRATEGIC TR | $86.54万 | 0.07% | 26,265 | 608 | 2.4% | $2.00万 | 加仓 |
| DASH | DOORDASH INC | $86.37万 | 0.07% | 5,752 | -785 | -12.0% | -$11.79万 | 减仓 |
| THG | HANOVER INS GROUP INC | $85.81万 | 0.07% | 4,950 | 1 | 0.0% | $173 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $85.23万 | 0.07% | 12,019 | -309 | -2.5% | -$2.19万 | 减仓 |
| CAH | CARDINAL HEALTH INC | $84.59万 | 0.07% | 4,003 | 119 | 3.1% | $2.51万 | 加仓 |
| ACGL | ARCH CAP GROUP LTD | $83.72万 | 0.07% | 8,722 | 766 | 9.6% | $7.35万 | 加仓 |
| MMM | 3M CO | $83.63万 | 0.07% | 5,758 | 886 | 18.2% | $12.87万 | 加仓 |
| SUB | ISHARES TR | $83.09万 | 0.07% | 7,801 | -24 | -0.3% | -$2,556 | 减仓 |
| NDAQ | NASDAQ INC | $83.03万 | 0.07% | 9,781 | -4,564 | -31.8% | -$38.74万 | 减仓 |
| PHM | PULTE GROUP INC | $82.42万 | 0.07% | 7,008 | -89 | -1.3% | -$1.05万 | 减仓 |
| ALB | ALBEMARLE CORP | $81.70万 | 0.07% | 4,551 | 745 | 19.6% | $13.37万 | 加仓 |
| UCB | UNITED CMNTY BKS BLAIRSVLE G | $81.20万 | 0.07% | 25,785 | 6,841 | 36.1% | $21.54万 | 加仓 |
| USMV | ISHARES TR | $81.15万 | 0.07% | 8,751 | 424 | 5.1% | $3.93万 | 加仓 |
| DIS | DISNEY WALT CO | $78.87万 | 0.07% | 8,183 | 29 | 0.4% | $2,795 | 加仓 |
| KLAC | KLA CORP | $78.48万 | 0.07% | 533 | 100 | 23.1% | $14.72万 | 加仓 |
| VGT | VANGUARD WORLD FD | $77.59万 | 0.07% | 1,112 | 0 | 0.0% | — | 不变 |
| VLO | VALERO ENERGY CORP | $77.46万 | 0.07% | 3,135 | 259 | 9.0% | $6.40万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $77.33万 | 0.07% | 8,377 | 2,207 | 35.8% | $20.37万 | 加仓 |
| IVW | ISHARES TR | $74.81万 | 0.06% | 6,614 | 18 | 0.3% | $2,036 | 加仓 |
| LFST | LIFESTANCE HEALTH GROUP INC | $74.15万 | 0.06% | 116,401 | 4,650 | 4.2% | $2.96万 | 加仓 |
| OXY | OCCIDENTAL PETE CORP | $72.08万 | 0.06% | 11,089 | 3,001 | 37.1% | $19.51万 | 加仓 |
| SBUX | STARBUCKS CORP | $71.39万 | 0.06% | 7,969 | 1,110 | 16.2% | $9.94万 | 加仓 |
| HOMB | HOME BANCSHARES INC | $68.97万 | 0.06% | 25,610 | -797 | -3.0% | -$2.15万 | 减仓 |
| SJM | SMUCKER J M CO | $68.72万 | 0.06% | 7,126 | 3,368 | 89.6% | $32.48万 | 重新持有 |
| USB | US BANCORP | $68.24万 | 0.06% | 13,120 | 412 | 3.2% | $2.14万 | 加仓 |
| HEI/A | HEICO CORP NEW | $67.76万 | 0.06% | 3,210 | -79 | -2.4% | -$1.67万 | 减仓 |
| VST | VISTRA CORP | $67.71万 | 0.06% | 4,504 | 615 | 15.8% | $9.25万 | 加仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $67.17万 | 0.06% | 3,401 | -202 | -5.6% | -$3.99万 | 减仓 |
| SDY | SPDR SERIES TRUST | $66.96万 | 0.06% | 4,588 | 0 | 0.0% | — | 不变 |
| MDYV | SPDR SERIES TRUST | $64.90万 | 0.06% | 7,622 | -235 | -3.0% | -$2.00万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $64.49万 | 0.05% | 4,920 | -2,422 | -33.0% | -$31.75万 | 减仓 |
| FE | FIRSTENERGY CORP | $64.18万 | 0.05% | 12,668 | -15 | -0.1% | -$760 | 减仓 |
| IWM | ISHARES TR | $64.06万 | 0.05% | 2,583 | 29 | 1.1% | $7,193 | 加仓 |
| PULS | PGIM ETF TR | $63.52万 | 0.05% | 12,832 | 20 | 0.2% | $990 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $63.41万 | 0.05% | 25,619 | 1,475 | 6.1% | $3.65万 | 加仓 |
| O | REALTY INCOME CORP | $63.17万 | 0.05% | 10,326 | 498 | 5.1% | $3.05万 | 加仓 |
| MCO | MOODYS CORP | $62.38万 | 0.05% | 1,430 | 312 | 27.9% | $13.61万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $61.92万 | 0.05% | 10,535 | 1,259 | 13.6% | $7.40万 | 加仓 |
| ARES | ARES MANAGEMENT CORPORATION | $59.62万 | 0.05% | 5,465 | -1,496 | -21.5% | -$16.32万 | 减仓 |
| PRI | PRIMERICA INC | $59.31万 | 0.05% | 2,368 | -202 | -7.9% | -$5.06万 | 减仓 |
| FTNT | FORTINET INC | $59.21万 | 0.05% | 7,246 | 1,542 | 27.0% | $12.60万 | 加仓 |
| GLW | CORNING INC | $59.00万 | 0.05% | 4,339 | 761 | 21.3% | $10.35万 | 加仓 |
| CVS | CVS HEALTH CORP | $58.76万 | 0.05% | 8,182 | -868 | -9.6% | -$6.23万 | 减仓 |
| APH | AMPHENOL CORP | $58.63万 | 0.05% | 4,640 | 928 | 25.0% | $11.73万 | 加仓 |
| IDEV | ISHARES TR | $58.24万 | 0.05% | 6,969 | 253 | 3.8% | $2.11万 | 加仓 |
| ASML | ASML HLDG NV | $57.85万 | 0.05% | 438 | -228 | -34.2% | -$30.11万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $57.67万 | 0.05% | 1,799 | -3 | -0.2% | -$962 | 减仓 |
| ZM | ZOOM COMMUNICATIONS INC | $57.47万 | 0.05% | 7,149 | 79 | 1.1% | $6,351 | 加仓 |
| — | COTERRA ENERGY INC | $57.37万 | 0.05% | 16,325 | 2,368 | 17.0% | $8.32万 | 加仓 |
| ADSK | AUTODESK INC | $57.26万 | 0.05% | 2,392 | -355 | -12.9% | -$8.50万 | 减仓 |
| IJH | ISHARES TR | $56.96万 | 0.05% | 8,435 | 4,105 | 94.8% | $27.72万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $56.63万 | 0.05% | 830 | 265 | 46.9% | $18.08万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $56.02万 | 0.05% | 2,757 | -288 | -9.5% | -$5.85万 | 减仓 |
| SYY | SYSCO CORP | $55.96万 | 0.05% | 7,845 | 38 | 0.5% | $2,710 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $55.60万 | 0.05% | 16,583 | 4,395 | 36.1% | $14.74万 | 加仓 |
| CCL | CARNIVAL CORP | $54.66万 | 0.05% | 21,121 | 2,061 | 10.8% | $5.33万 | 加仓 |
| EMR | EMERSON ELEC CO | $54.53万 | 0.05% | 4,162 | 1,410 | 51.2% | $18.47万 | 加仓 |
| QCOM | QUALCOMM INC | $54.02万 | 0.05% | 4,195 | -1,268 | -23.2% | -$16.33万 | 减仓 |
| CG | CARLYLE GROUP INC | $53.93万 | 0.05% | 11,145 | -1,906 | -14.6% | -$9.22万 | 减仓 |
| ADBE | ADOBE INC | $53.62万 | 0.05% | 2,206 | -432 | -16.4% | -$10.50万 | 减仓 |
| AME | AMETEK INC | $53.44万 | 0.05% | 2,493 | 439 | 21.4% | $9.41万 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $53.22万 | 0.05% | 6,646 | 487 | 7.9% | $3.90万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $53.11万 | 0.05% | 3,377 | 800 | 31.0% | $12.58万 | 加仓 |
| FDX | FEDEX CORP | $52.39万 | 0.04% | 1,471 | 621 | 73.1% | $22.12万 | 加仓 |
| MDT | MEDTRONIC PLC | $52.16万 | 0.04% | 6,020 | 655 | 12.2% | $5.68万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $52.14万 | 0.04% | 3,021 | 447 | 17.4% | $7.71万 | 加仓 |
| URI | UNITED RENTALS INC | $51.87万 | 0.04% | 712 | -9 | -1.2% | -$6,557 | 减仓 |
| IWR | ISHARES TR | $51.59万 | 0.04% | 5,306 | 240 | 4.7% | $2.33万 | 加仓 |
| APTV | APTIV PLC | $51.40万 | 0.04% | 7,402 | 3,801 | 105.6% | $26.39万 | 加仓 |
| MO | ALTRIA GROUP INC | $51.08万 | 0.04% | 7,741 | 2,346 | 43.5% | $15.48万 | 加仓 |
| ETN | EATON CORP PLC | $51.08万 | 0.04% | 1,428 | 794 | 125.2% | $28.40万 | 重新持有 |
| REGN | REGENERON PHARMACEUTICALS | $51.00万 | 0.04% | 660 | 200 | 43.5% | $15.45万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $50.64万 | 0.04% | 3,085 | 3,085 | — | $50.64万 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $50.56万 | 0.04% | 1,496 | -685 | -31.4% | -$23.15万 | 减仓 |
| LFUS | LITTELFUSE INC | $50.16万 | 0.04% | 1,478 | 118 | 8.7% | $4.00万 | 加仓 |
| HYG | ISHARES TR | $50.10万 | 0.04% | 6,297 | 712 | 12.7% | $5.67万 | 加仓 |
| CRL | CHARLES RIV LABS INTL INC | $50.09万 | 0.04% | 2,904 | 270 | 10.3% | $4.66万 | 加仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $49.73万 | 0.04% | 3,654 | 458 | 14.3% | $6.23万 | 加仓 |
| GABC | GERMAN AMERN BANCORP INC | $49.65万 | 0.04% | 11,882 | 0 | 0.0% | — | 不变 |
| DFLV | DIMENSIONAL ETF TRUST | $49.59万 | 0.04% | 13,887 | 13,887 | — | $49.59万 | 新建仓 |
| D | DOMINION ENERGY INC | $49.17万 | 0.04% | 7,954 | 2,192 | 38.0% | $13.55万 | 加仓 |
| C | CITIGROUP INC | $48.46万 | 0.04% | 4,273 | 396 | 10.2% | $4.49万 | 加仓 |
| MTB | M & T BK CORP | $48.37万 | 0.04% | 2,340 | 883 | 60.6% | $18.25万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $48.34万 | 0.04% | 1,857 | 553 | 42.4% | $14.39万 | 加仓 |
| INSM | INSMED INC | $47.98万 | 0.04% | 2,934 | 26 | 0.9% | $4,252 | 加仓 |
| CF | CF INDUSTRIES HOLD | $47.70万 | 0.04% | 3,674 | 999 | 37.3% | $12.97万 | 重新持有 |
| TTD | THE TRADE DESK INC | $47.37万 | 0.04% | 20,879 | 61 | 0.3% | $1,384 | 加仓 |
| EQIX | EQUINIX INC | $46.76万 | 0.04% | 477 | 173 | 56.9% | $16.96万 | 加仓 |
| CCI | CROWN CASTLE INC | $46.37万 | 0.04% | 5,703 | 1,207 | 26.8% | $9.81万 | 加仓 |
| TKO | TKO GROUP HOLDINGS INC | $46.16万 | 0.04% | 2,289 | 194 | 9.3% | $3.91万 | 加仓 |
| DHR | DANAHER CORP DEL | $45.92万 | 0.04% | 2,422 | -309 | -11.3% | -$5.86万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $44.94万 | 0.04% | 1,547 | 283 | 22.4% | $8.22万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $44.73万 | 0.04% | 15,581 | 6,931 | 80.1% | $19.90万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $44.39万 | 0.04% | 1,286 | 454 | 54.6% | $15.67万 | 加仓 |
| KKR | KKR & CO INC | $44.10万 | 0.04% | 4,768 | 1,458 | 44.0% | $13.49万 | 加仓 |
| EQT | EQT CORP | $43.89万 | 0.04% | 6,897 | 1,544 | 28.8% | $9.83万 | 加仓 |
| IJR | ISHARES TR | $43.56万 | 0.04% | 3,504 | 1,311 | 59.8% | $16.30万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $43.53万 | 0.04% | 12,251 | 12,251 | — | $43.53万 | 新建仓 |
| SNOW | SNOWFLAKE INC | $43.53万 | 0.04% | 2,886 | 471 | 19.5% | $7.10万 | 加仓 |
| NUE | NUCOR CORP | $43.50万 | 0.04% | 2,572 | 222 | 9.4% | $3.75万 | 加仓 |