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 |
|---|---|---|---|---|---|---|---|---|
| SBAC | SBA COMMUNICATIONS CORP | $26.91万 | 0.02% | 1,525 | 81 | 5.6% | $1.43万 | 加仓 |
| KKR | KKR & CO INC | $26.63万 | 0.02% | 2,901 | -1,867 | -39.2% | -$17.14万 | 减仓 |
| PNW | PINNACLE WEST CAP CORP | $26.55万 | 0.02% | 2,481 | 120 | 5.1% | $1.28万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $26.52万 | 0.02% | 1,678 | 6 | 0.4% | $948 | 加仓 |
| TPR | TAPESTRY INC | $26.45万 | 0.02% | 1,807 | 150 | 9.1% | $2.20万 | 加仓 |
| DFLV | DIMENSIONAL ETF TRUST | $26.34万 | 0.02% | 6,661 | -7,226 | -52.0% | -$28.57万 | 减仓 |
| BX | BLACKSTONE INC | $26.34万 | 0.02% | 2,238 | -270 | -10.8% | -$3.18万 | 减仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $26.33万 | 0.02% | 1,201 | 0 | 0.0% | — | 不变 |
| TMUS | T-MOBILE US INC | $26.28万 | 0.02% | 1,567 | -399 | -20.3% | -$6.69万 | 减仓 |
| PAYX | PAYCHEX INC | $26.22万 | 0.02% | 2,667 | 2,667 | — | $26.22万 | 新建仓 |
| CLX | CLOROX CO DEL | $26.13万 | 0.02% | 2,738 | -107 | -3.8% | -$1.02万 | 减仓 |
| HYD | VANECK ETF TRUST | $26.12万 | 0.02% | 5,071 | 44 | 0.9% | $2,266 | 加仓 |
| WM | WASTE MGMT INC DEL | $26.05万 | 0.02% | 1,169 | -20 | -1.7% | -$4,458 | 减仓 |
| AXON | AXON ENTERPRISE INC | $25.96万 | 0.02% | 463 | -44 | -8.7% | -$2.47万 | 重新持有 |
| COKE | COCA COLA CONS INC | $25.76万 | 0.02% | 1,349 | 0 | 0.0% | — | 不变 |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $25.68万 | 0.02% | 675 | 675 | — | $25.68万 | 新建仓 |
| ONTO | ONTO INNOVATION INC | $25.62万 | 0.02% | 677 | 677 | — | $25.62万 | 新建仓 |
| SPYM | SPDR SERIES TRUST | $25.58万 | 0.02% | 2,911 | 62 | 2.2% | $5,449 | 加仓 |
| NTRA | NATERA INC | $25.43万 | 0.02% | 937 | 937 | — | $25.43万 | 新建仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $24.89万 | 0.02% | 6,772 | 6,772 | — | $24.89万 | 新建仓 |
| WEC | WEC ENERGY GROUP INC | $24.31万 | 0.02% | 2,082 | 2,082 | — | $24.31万 | 新建仓 |
| — | LESLIES INC | $23.88万 | 0.02% | 23,529 | 1,321 | 5.9% | $1.34万 | 加仓 |
| XEL | XCEL ENERGY INC | $23.76万 | 0.02% | 2,959 | -51 | -1.7% | -$4,095 | 减仓 |
| — | AVALONBAY CMNTYS INC | $23.76万 | 0.02% | 1,259 | -238 | -15.9% | -$4.49万 | 重新持有 |
| XPO | XPO INC | $23.65万 | 0.02% | 1,152 | -53 | -4.4% | -$1.09万 | 减仓 |
| IQLT | ISHARES TR | $23.64万 | 0.02% | 4,771 | 14 | 0.3% | $694 | 加仓 |
| BKE | BUCKLE INC | $23.41万 | 0.01% | 5,547 | -449 | -7.5% | -$1.89万 | 减仓 |
| MFC | MANULIFE FINL CORP | $23.37万 | 0.01% | 5,768 | 150 | 2.7% | $6,077 | 重新持有 |
| FNDA | SCHWAB STRATEGIC TR | $23.07万 | 0.01% | 6,061 | -1,010 | -14.3% | -$3.84万 | 减仓 |
| ROKU | ROKU INC | $23.04万 | 0.01% | 1,668 | -344 | -17.1% | -$4.75万 | 重新持有 |
| VV | VANGUARD INDEX FDS | $22.90万 | 0.01% | 666 | 666 | — | $22.90万 | 新建仓 |
| AMP | AMERIPRISE FINL INC | $22.84万 | 0.01% | 498 | 17 | 3.5% | $7,797 | 加仓 |
| NTAP | NETAPP INC | $22.55万 | 0.01% | 1,457 | 1,457 | — | $22.55万 | 新建仓 |
| ZION | ZIONS BANCORPORATION NATL AS | $22.44万 | 0.01% | 3,243 | 3,243 | — | $22.44万 | 新建仓 |
| ISCG | ISHARES TR | $22.34万 | 0.01% | 3,409 | 3,409 | — | $22.34万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $22.25万 | 0.01% | 2,702 | 2,702 | — | $22.25万 | 新建仓 |
| EQT | EQT CORP | $22.25万 | 0.01% | 4,184 | -2,713 | -39.3% | -$14.43万 | 减仓 |
| INTU | INTUIT | $22.03万 | 0.01% | 844 | -1,772 | -67.7% | -$46.25万 | 减仓 |
| MLI | MUELLER INDS INC | $21.73万 | 0.01% | 1,768 | -68 | -3.7% | -$8,359 | 减仓 |
| IWS | ISHARES TR | $21.69万 | 0.01% | 1,318 | 1,318 | — | $21.69万 | 新建仓 |
| MPWR | MONOLITHIC PWR SYS INC | $21.56万 | 0.01% | 156 | 156 | — | $21.56万 | 新建仓 |
| KMB | KIMBERLY-CLARK CORP | $21.47万 | 0.01% | 1,956 | 1,956 | — | $21.47万 | 新建仓 |
| HSBC | HSBC HLDGS PLC | $21.44万 | 0.01% | 2,255 | 2,255 | — | $21.44万 | 新建仓 |
| QSR | RESTAURANT BRANDS INTL INC | $21.43万 | 0.01% | 2,955 | 21 | 0.7% | $1,523 | 加仓 |
| PCG | PG&E CORP | $21.30万 | 0.01% | 12,661 | -1,182 | -8.5% | -$1.99万 | 减仓 |
| IUSG | ISHARES TR | $21.27万 | 0.01% | 1,131 | 1,131 | — | $21.27万 | 新建仓 |
| HYMB | SPDR SERIES TRUST | $21.27万 | 0.01% | 8,359 | -6,283 | -42.9% | -$15.98万 | 减仓 |
| ROP | ROPER TECHNOLOGIES INC | $21.25万 | 0.01% | 628 | -325 | -34.1% | -$11.00万 | 重新持有 |
| BDX | BECTON DICKINSON & CO | $21.05万 | 0.01% | 1,391 | -1,211 | -46.5% | -$18.33万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $20.97万 | 0.01% | 505 | -16 | -3.1% | -$6,645 | 减仓 |
| NVS | NOVARTIS AG | $20.78万 | 0.01% | 1,326 | 5 | 0.4% | $784 | 加仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $20.78万 | 0.01% | 2,623 | 2,623 | — | $20.78万 | 新建仓 |
| FORM | FORMFACTOR INC | $20.66万 | 0.01% | 1,292 | 1,292 | — | $20.66万 | 新建仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $20.52万 | 0.01% | 2,135 | 2,135 | — | $20.52万 | 新建仓 |
| SAN | BANCO SANTANDER SA | $20.39万 | 0.01% | 14,778 | -99 | -0.7% | -$1,366 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $20.37万 | 0.01% | 1,637 | -164 | -9.1% | -$2.04万 | 减仓 |
| NTNX | NUTANIX INC | $20.22万 | 0.01% | 3,967 | 3,967 | — | $20.22万 | 新建仓 |
| UAL | UNITED AIRLS HLDGS INC | $20.21万 | 0.01% | 1,486 | 1,486 | — | $20.21万 | 新建仓 |
| ZTS | ZOETIS INC | $20.20万 | 0.01% | 2,811 | 2,811 | — | $20.20万 | 新建仓 |
| SMTC | SEMTECH CORP | $20.18万 | 0.01% | 1,247 | 1,247 | — | $20.18万 | 新建仓 |
| BKR | BAKER HUGHES COMPANY | $20.15万 | 0.01% | 3,630 | -39 | -1.1% | -$2,164 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $20.12万 | 0.01% | 2,085 | 2,085 | — | $20.12万 | 新建仓 |
| LEN/B | LENNAR CORP | $20.01万 | 0.01% | 2,256 | 2,256 | — | $20.01万 | 新建仓 |
| WEN | WENDYS CO | $17.37万 | 0.01% | 20,953 | -42 | -0.2% | -$348 | 减仓 |
| CWK | CUSHMAN AND WAKEFIELD LTD | $17.26万 | 0.01% | 12,891 | 0 | 0.0% | — | 不变 |
| NEOG | NEOGEN CORP | $16.23万 | 0.01% | 18,058 | 0 | 0.0% | — | 不变 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $13.56万 | 0.01% | 12,477 | 12,477 | — | $13.56万 | 新建仓 |
| — | ONCOLYTICS BIOTECH INC | $13.38万 | 0.01% | 140,899 | 140,899 | — | $13.38万 | 新建仓 |
| — | ALPHA TAU MEDICAL LTD | $12.58万 | 0.01% | 10,000 | 10,000 | — | $12.58万 | 新建仓 |
| CNH | CNH INDL N V | $11.81万 | 0.01% | 10,515 | 10,515 | — | $11.81万 | 新建仓 |
| IMMX | IMMIX BIOPHARMA INC | $10.31万 | 0.01% | 10,000 | 10,000 | — | $10.31万 | 新建仓 |
| LYG | LLOYDS BANKING GROUP PLC | $6.70万 | 0.00% | 11,499 | 434 | 3.9% | $2,530 | 加仓 |
| CLOV | CLOVER HEALTH INVESTMENTS CO | $6.57万 | 0.00% | 12,546 | 0 | 0.0% | — | 不变 |
| DCH | DAUCH CORP | $6.51万 | 0.00% | 12,015 | 0 | 0.0% | — | 不变 |
| CTKB | CYTEK BIOSCIENCES INC | $5.74万 | 0.00% | 12,962 | 0 | 0.0% | — | 不变 |
| INDI | INDIE SEMICONDUCTOR INC | $4.99万 | 0.00% | 11,113 | 0 | 0.0% | — | 不变 |
| — | GT BIOPHARMA INC | $4.90万 | 0.00% | 100,000 | 100,000 | — | $4.90万 | 新建仓 |
| GTM | ZOOMINFO TECHNOLOGIES INC | $3.99万 | 0.00% | 13,612 | 13,612 | — | $3.99万 | 新建仓 |
| ELDN | ELEDON PHARMACEUTICALS INC | $3.94万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| SABR | SABRE CORP | $2.44万 | 0.00% | 11,675 | 619 | 5.6% | $1,294 | 加仓 |
| — | DEFI TECHNOLOGIES INC | $5,810 | 0.00% | 11,300 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $0 | 0.00% | 0 | -16,628 | -100.0% | -$355.29万 | 清仓 |
| DVY | ISHARES TR | $0 | 0.00% | 0 | -14,552 | -100.0% | -$220.33万 | 清仓 |
| CWI | SPDR INDEX SHS FDS | $0 | 0.00% | 0 | -38,100 | -100.0% | -$139.41万 | 清仓 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -4,629 | -100.0% | -$104.64万 | 清仓 |
| — | COTERRA ENERGY INC | $0 | 0.00% | 0 | -16,325 | -100.0% | -$57.37万 | 清仓 |
| CCL | CARNIVAL CORP | $0 | 0.00% | 0 | -21,121 | -100.0% | -$54.66万 | 清仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $0 | 0.00% | 0 | -3,377 | -100.0% | -$53.11万 | 清仓 |
| INSM | INSMED INC | $0 | 0.00% | 0 | -2,934 | -100.0% | -$47.98万 | 清仓 |
| TTD | THE TRADE DESK INC | $0 | 0.00% | 0 | -20,879 | -100.0% | -$47.37万 | 清仓 |
| TKO | TKO GROUP HOLDINGS INC | $0 | 0.00% | 0 | -2,289 | -100.0% | -$46.16万 | 清仓 |
| FIS | FIDELITY NATL INFORMATION SV | $0 | 0.00% | 0 | -6,529 | -100.0% | -$30.63万 | 清仓 |
| FOX | FOX CORP | $0 | 0.00% | 0 | -5,568 | -100.0% | -$29.57万 | 清仓 |
| ARGX | ARGENX SE | $0 | 0.00% | 0 | -384 | -100.0% | -$28.04万 | 清仓 |
| MRSH | MARSH & MCLENNAN COS INC | $0 | 0.00% | 0 | -1,602 | -100.0% | -$27.79万 | 清仓 |
| ROL | ROLLINS INC | $0 | 0.00% | 0 | -5,193 | -100.0% | -$27.74万 | 清仓 |
| RKT | ROCKET COS INC | $0 | 0.00% | 0 | -19,322 | -100.0% | -$27.53万 | 清仓 |
| CRCL | CIRCLE INTERNET GROUP INC | $0 | 0.00% | 0 | -2,860 | -100.0% | -$27.29万 | 清仓 |
| FMNB | FARMERS NATIONAL BANC CORP | $0 | 0.00% | 0 | -20,324 | -100.0% | -$26.75万 | 清仓 |
| GLD | SPDR GOLD TR | $0 | 0.00% | 0 | -587 | -100.0% | -$25.26万 | 清仓 |