13F 机构持仓

EVERPAR ADVISORS LLC

TULSA OK · SEC CIK 0002010410

2026Q22026Q1 更早 9 个季度 🔒
$3.52亿2026Q2 申报市值
302持仓数
31.3%前十大占比 · 第一大 7.3%
38 / 24新建仓 / 清仓
申报市值走势$3.52亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

IVV 7.3%
NVDA 4.4%
AAPL 4.0%
JPM 3.2%
MSFT 2.5%
SPYG 2.2%
GOOG 2.0%
VTV 1.9%
AMZN 1.9%
GOOGL 1.8%

2026Q2 买入最多 按季末市值估算

IVV 加仓+$377.89万
SPYG 加仓+$227.57万
FTEC 加仓+$114.80万
DYNF 加仓+$102.46万
SNDK 新建仓+$98.45万

2026Q2 卖出最多 按季末市值估算

CGDV 减仓-$72.08万
CGGR 减仓-$66.59万
MSFT 减仓-$55.88万
HONEYWELL INTL I 清仓-$49.59万
INTU 清仓-$45.44万

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
LDP COHEN & STEERS LTD DURATION $28.12万0.08%13,290 00.0% — 不变
NI NISOURCE INC $28.46万0.08%5,985 1,07922.0% $5.13万 加仓
ZWS ZURN ELKAY WATER SOLNS CORP $28.47万0.08%5,635 -598-9.6% -$3.02万 减仓
SHOP SHOPIFY INC $28.51万0.08%2,497 -515-17.1% -$5.88万 减仓
PAYX PAYCHEX INC $28.60万0.08%2,908 2,908— $28.60万 新建仓
AZO AUTOZONE INC $28.76万0.08%90 -6-6.2% -$1.92万 减仓
HOOD ROBINHOOD MKTS INC $28.89万0.08%2,881 67930.8% $6.81万 重新持有
EXPD EXPEDITORS INTL WASH INC $28.93万0.08%1,775 26917.9% $4.38万 加仓
BSVN BANK7 CORP $29.06万0.08%5,937 00.0% — 不变
ED CONSOLIDATED EDISON INC $29.43万0.08%2,660 2,660— $29.43万 新建仓
DASH DOORDASH INC $29.76万0.08%1,613 25118.4% $4.63万 加仓
NTRA NATERA INC $30.24万0.09%1,114 -19-1.7% -$5,158 减仓
IVW ISHARES TR $30.66万0.09%2,229 -94-4.0% -$1.29万 减仓
DDOG DATADOG INC $30.70万0.09%1,179 1,179— $30.70万 新建仓
JBL JABIL INC $31.11万0.09%807 807— $31.11万 新建仓
DHR DANAHER CORP DEL $31.31万0.09%1,644 27420.0% $5.22万 加仓
PLD PROLOGIS INC. $31.52万0.09%2,327 1054.7% $1.42万 加仓
AIG AMERICAN INTL GROUP INC $32.27万0.09%4,330 -410-8.6% -$3.06万 减仓
AME AMETEK INC $32.32万0.09%1,336 -32-2.3% -$7,742 减仓
CBRE CBRE GROUP INC $32.55万0.09%2,417 -158-6.1% -$2.13万 减仓
UBER UBER TECHNOLOGIES INC $32.57万0.09%4,514 -537-10.6% -$3.87万 减仓
ASML ASML HLDG NV $32.63万0.09%164 -23-12.3% -$4.58万 减仓
MDT MEDTRONIC PLC $33.00万0.09%4,218 -460-9.8% -$3.60万 减仓
SO SOUTHERN CO $33.00万0.09%3,448 58520.4% $5.60万 加仓
MCHP MICROCHIP TECHNOLOGY INC. $33.52万0.10%3,675 2386.9% $2.17万 加仓
WEC WEC ENERGY GROUP INC $33.69万0.10%2,885 42017.0% $4.90万 加仓
CSX CSX CORP $34.38万0.10%7,233 2123.0% $1.01万 加仓
LII LENNOX INTL INC $34.49万0.10%602 -49-7.5% -$2.81万 减仓
SLB SLB LIMITED $34.56万0.10%7,434 -213-2.8% -$9,902 减仓
EBAY EBAY INC. $34.60万0.10%3,096 2077.2% $2.31万 加仓
CAH CARDINAL HEALTH INC $34.66万0.10%1,459 130.9% $3,088 加仓
CRM SALESFORCE INC $34.79万0.10%2,221 -1,221-35.5% -$19.13万 减仓
MUFG MITSUBISHI UFJ FINANCIAL GRO $35.09万0.10%17,644 -1,403-7.4% -$2.79万 减仓
APO APOLLO GLOBAL MGMT INC $35.15万0.10%2,971 1,14262.4% $13.51万 加仓
RCL ROYAL CARIBBEAN GROUP $35.34万0.10%1,113 17518.7% $5.56万 加仓
CEG CONSTELLATION ENERGY CORP $35.44万0.10%1,427 1168.8% $2.88万 加仓
ISRG INTUITIVE SURGICAL INC $35.83万0.10%901 -300-25.0% -$11.93万 减仓
SYK STRYKER CORPORATION $36.08万0.10%1,146 48573.4% $15.27万 加仓
NVS NOVARTIS AG $36.45万0.10%2,326 2039.6% $3.18万 加仓
SBUX STARBUCKS CORP $36.58万0.10%3,580 110.3% $1,124 加仓
FLEX FLEX LTD $37.03万0.11%2,285 2,285— $37.03万 新建仓
MMM 3M CO $37.42万0.11%2,311 572.5% $9,229 加仓
CMS CMS ENERGY CORP $37.51万0.11%4,903 4,903— $37.51万 新建仓
FCX FREEPORT MCMORAN INC $37.80万0.11%6,011 -43-0.7% -$2,704 减仓
MRVL MARVELL TECHNOLOGY INC $37.83万0.11%1,270 1,270— $37.83万 新建仓
CL COLGATE PALMOLIVE CO $38.07万0.11%4,152 -31-0.7% -$2,842 减仓
LMT LOCKHEED MARTIN CORP $38.11万0.11%748 -53-6.6% -$2.70万 减仓
— ELECTRONIC ARTS INC $38.14万0.11%1,860 1,860— $38.14万 新建仓
HLT HILTON WORLDWIDE HLDGS INC $38.17万0.11%1,155 11811.4% $3.90万 加仓
IQV IQVIA HLDGS INC $38.26万0.11%1,980 -280-12.4% -$5.41万 减仓
SLV ISHARES SILVER TR $38.28万0.11%7,160 00.0% — 不变
IYW ISHARES TR $38.69万0.11%1,534 805.5% $2.02万 加仓
DVN DEVON ENERGY CORP NEW $38.79万0.11%9,388 4,998113.8% $20.65万 加仓
ADI ANALOG DEVICES INC $39.04万0.11%983 444.7% $1.75万 加仓
AMP AMERIPRISE FINL INC $39.09万0.11%852 -6-0.7% -$2,753 减仓
MLM MARTIN MARIETTA MATLS INC $39.27万0.11%681 81.2% $4,614 加仓
BLK BLACKROCK INC $39.42万0.11%410 205.1% $1.92万 加仓
XEL XCEL ENERGY INC $39.79万0.11%4,955 -6-0.1% -$482 减仓
APP APPLOVIN CORP $40.14万0.11%779 101.3% $5,152 加仓
VLO VALERO ENERGY CORP $40.37万0.11%1,550 15311.0% $3.98万 加仓
COR CENCORA INC $40.38万0.11%1,427 -213-13.0% -$6.03万 减仓
YUM YUM BRANDS INC $41.15万0.12%2,574 -60-2.3% -$9,592 减仓
UPS UNITED PARCEL SVCS INC $41.36万0.12%3,847 -75-1.9% -$8,063 减仓
ECL ECOLAB INC $41.51万0.12%1,490 -182-10.9% -$5.07万 减仓
NDSN NORDSON CORP $41.69万0.12%1,382 -24-1.7% -$7,241 减仓
FTNT FORTINET INC $41.92万0.12%2,729 2,729— $41.92万 新建仓
SCHW SCHWAB CHARLES CORP $42.15万0.12%4,568 390.9% $3,599 加仓
UNP UNION PAC CORP $42.30万0.12%1,555 -29-1.8% -$7,888 减仓
CDNS CADENCE DESIGN SYSTEM INC $42.64万0.12%1,136 22925.2% $8.59万 加仓
ADP AUTOMATIC DATA PROCESSING IN $43.54万0.12%1,944 45430.5% $10.17万 加仓
ATO ATMOS ENERGY CORP $43.60万0.12%2,531 -226-8.2% -$3.89万 减仓
HWM HOWMET AEROSPACE INC $46.19万0.13%1,718 1278.0% $3.41万 加仓
BNY BANK OF NY MELLON CORP $47.27万0.13%3,269 2558.5% $3.69万 加仓
MNST MONSTER BEVERAGE CORP NEW $47.56万0.14%4,948 1904.0% $1.83万 加仓
T AT&T INC $48.94万0.14%23,643 2561.1% $5,299 加仓
VRTX VERTEX PHARMACEUTICALS INC $48.98万0.14%986 677.3% $3.33万 加仓
MPC MARATHON PETE CORP $49.63万0.14%1,941 00.0% — 不变
BKLN INVESCO EXCH TRADED FD TR II $50.11万0.14%24,599 3,69217.7% $7.52万 加仓
TT TRANE TECHNOLOGIES PLC $50.20万0.14%1,022 292.9% $1.42万 加仓
DUK DUKE ENERGY CORP NEW $50.23万0.14%3,968 64219.3% $8.13万 加仓
NEE NEXTERA ENERGY INC $50.82万0.14%5,790 -489-7.8% -$4.29万 减仓
BMY BRISTOL-MYERS SQUIBB CO $51.13万0.15%8,874 -700-7.3% -$4.03万 减仓
BX BLACKSTONE INC $51.48万0.15%4,375 1,28541.6% $15.12万 加仓
MCK MCKESSON CORP $51.61万0.15%683 518.1% $3.85万 加仓
PGR PROGRESSIVE CORP $51.93万0.15%2,377 -42-1.7% -$9,175 减仓
LOW LOWES COS INC $52.81万0.15%2,395 -604-20.1% -$13.32万 减仓
USMV ISHARES TR $54.17万0.15%5,616 1,00621.8% $9.70万 加仓
MO ALTRIA GROUP INC $54.70万0.16%7,602 4255.9% $3.06万 加仓
WELL WELLTOWER INC $54.70万0.16%2,410 1948.8% $4.40万 加仓
AZN ASTRAZENECA PLC $54.88万0.16%2,894 -70-2.4% -$1.33万 减仓
BXSL BLACKSTONE SECD LENDING FD $54.95万0.16%23,175 00.0% — 不变
OGS ONE GAS INC $56.02万0.16%7,269 00.0% — 不变
URI UNITED RENTALS INC $56.08万0.16%495 5111.5% $5.78万 加仓
ABT ABBOTT LABORATORIES $56.25万0.16%6,199 1,18223.6% $10.73万 加仓
GILD GILEAD SCIENCES INC $56.70万0.16%4,488 -374-7.7% -$4.73万 减仓
TTWO TAKE-TWO INTERACTIVE SOFTWAR $58.82万0.17%2,353 27813.4% $6.95万 加仓
CTVA CORTEVA INC $59.05万0.17%6,973 -217-3.0% -$1.84万 减仓
AXP AMERICAN EXPRESS CO $59.07万0.17%1,746 31421.9% $10.62万 加仓
TDY TELEDYNE TECHNOLOGIES INC $59.22万0.17%888 -100-10.1% -$6.67万 减仓
CVS CVS HEALTH CORP $59.55万0.17%5,756 831.5% $8,586 加仓