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 |
|---|---|---|---|---|---|---|---|---|
| ETR | ENTERGY CORP NEW | $0 | 0.00% | 0 | -2,215 | -100.0% | -$24.89万 | 清仓 |
| HAS | HASBRO INC | $0 | 0.00% | 0 | -2,621 | -100.0% | -$24.53万 | 清仓 |
| LAZ | LAZARD INC | $0 | 0.00% | 0 | -5,767 | -100.0% | -$24.50万 | 清仓 |
| MDGL | MADRIGAL PHARMACEUTICALS INC | $0 | 0.00% | 0 | -459 | -100.0% | -$24.03万 | 清仓 |
| MSCI | MSCI INC | $0 | 0.00% | 0 | -445 | -100.0% | -$23.99万 | 清仓 |
| CPB | THE CAMPBELLS COMPANY | $0 | 0.00% | 0 | -10,600 | -100.0% | -$23.61万 | 清仓 |
| PCAR | PACCAR INC | $0 | 0.00% | 0 | -1,978 | -100.0% | -$22.85万 | 清仓 |
| — | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -3,636 | -100.0% | -$22.71万 | 清仓 |
| EXC | EXELON CORP | $0 | 0.00% | 0 | -4,537 | -100.0% | -$22.24万 | 清仓 |
| NRG | NRG ENERGY INC | $0 | 0.00% | 0 | -1,455 | -100.0% | -$21.26万 | 清仓 |
| WY | WEYERHAEUSER CO | $0 | 0.00% | 0 | -8,664 | -100.0% | -$21.17万 | 清仓 |
| IVZ | INVESCO LTD | $0 | 0.00% | 0 | -8,557 | -100.0% | -$20.79万 | 清仓 |
| CTVA | CORTEVA INC | $0 | 0.00% | 0 | -2,480 | -100.0% | -$20.76万 | 清仓 |
| AEIS | ADVANCED ENERGY INDS | $0 | 0.00% | 0 | -643 | -100.0% | -$20.75万 | 清仓 |
| HCA | HCA HEALTHCARE INC | $0 | 0.00% | 0 | -433 | -100.0% | -$20.49万 | 清仓 |
| XLU | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -4,400 | -100.0% | -$20.19万 | 清仓 |
| — | ONCOLYTICS BIOTECH INC | $0 | 0.00% | 0 | -138,161 | -100.0% | -$11.73万 | 清仓 |
| BGS | B & G FOODS INC | $0 | 0.00% | 0 | -14,608 | -100.0% | -$7.03万 | 清仓 |
| COTY | COTY INC | $0 | 0.00% | 0 | -10,433 | -100.0% | -$2.10万 | 清仓 |