EVERPAR ADVISORS LLC
TULSA OK · SEC CIK 0002010410
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| FIX | COMFORT SYS USA INC | $75.71万 | 0.22% | 382 | 190 | 99.0% | $37.66万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $73.58万 | 0.21% | 2,988 | 142 | 5.0% | $3.50万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $72.97万 | 0.21% | 6,254 | -953 | -13.2% | -$11.12万 | 减仓 |
| PWR | QUANTA SVCS INC | $72.80万 | 0.21% | 1,011 | 65 | 6.9% | $4.68万 | 加仓 |
| FTI | TECHNIPFMC PLC | $72.22万 | 0.21% | 10,893 | -841 | -7.2% | -$5.58万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $72.16万 | 0.21% | 2,566 | 227 | 9.7% | $6.38万 | 加仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $71.86万 | 0.20% | 16,156 | -650 | -3.9% | -$2.89万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $69.33万 | 0.20% | 3,456 | 168 | 5.1% | $3.37万 | 加仓 |
| MCD | MCDONALDS CORP | $68.85万 | 0.20% | 2,547 | -414 | -14.0% | -$11.19万 | 减仓 |
| WRB | BERKLEY W R CORP | $68.20万 | 0.19% | 9,670 | 396 | 4.3% | $2.79万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $67.02万 | 0.19% | 11,587 | 1,633 | 16.4% | $9.45万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $66.06万 | 0.19% | 2,001 | 158 | 8.6% | $5.22万 | 加仓 |
| DE | DEERE & CO | $65.72万 | 0.19% | 1,036 | 33 | 3.3% | $2.09万 | 加仓 |
| TXN | TEXAS INSTRS INC | $65.52万 | 0.19% | 2,198 | 220 | 11.1% | $6.56万 | 加仓 |
| CB | CHUBB LIMITED | $65.08万 | 0.19% | 1,910 | 4 | 0.2% | $1,363 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $65.01万 | 0.18% | 15,355 | -134 | -0.9% | -$5,674 | 减仓 |
| TER | TERADYNE INC | $63.77万 | 0.18% | 1,318 | -106 | -7.4% | -$5.13万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $63.60万 | 0.18% | 3,568 | 118 | 3.4% | $2.10万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $63.43万 | 0.18% | 2,345 | 27 | 1.2% | $7,303 | 加仓 |
| DIS | DISNEY WALT CO | $62.00万 | 0.18% | 6,442 | 854 | 15.3% | $8.22万 | 加仓 |
| CMI | CUMMINS INC | $61.69万 | 0.18% | 865 | 28 | 3.3% | $2.00万 | 加仓 |
| PEP | PEPSICO INC | $61.20万 | 0.17% | 4,520 | -249 | -5.2% | -$3.37万 | 减仓 |
| LIN | LINDE PLC | $61.03万 | 0.17% | 1,176 | 147 | 14.3% | $7.63万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $60.75万 | 0.17% | 1,715 | 10 | 0.6% | $3,542 | 加仓 |
| USB | US BANCORP | $60.58万 | 0.17% | 10,030 | -33 | -0.3% | -$1,993 | 减仓 |
| COP | CONOCOPHILLIPS | $60.47万 | 0.17% | 5,817 | -562 | -8.8% | -$5.84万 | 减仓 |
| CVS | CVS HEALTH CORP | $59.55万 | 0.17% | 5,756 | 83 | 1.5% | $8,586 | 加仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $59.22万 | 0.17% | 888 | -100 | -10.1% | -$6.67万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $59.07万 | 0.17% | 1,746 | 314 | 21.9% | $10.62万 | 加仓 |
| CTVA | CORTEVA INC | $59.05万 | 0.17% | 6,973 | -217 | -3.0% | -$1.84万 | 减仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $58.82万 | 0.17% | 2,353 | 278 | 13.4% | $6.95万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $56.70万 | 0.16% | 4,488 | -374 | -7.7% | -$4.73万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $56.25万 | 0.16% | 6,199 | 1,182 | 23.6% | $10.73万 | 加仓 |
| URI | UNITED RENTALS INC | $56.08万 | 0.16% | 495 | 51 | 11.5% | $5.78万 | 加仓 |
| OGS | ONE GAS INC | $56.02万 | 0.16% | 7,269 | 0 | 0.0% | — | 不变 |
| BXSL | BLACKSTONE SECD LENDING FD | $54.95万 | 0.16% | 23,175 | 0 | 0.0% | — | 不变 |
| AZN | ASTRAZENECA PLC | $54.88万 | 0.16% | 2,894 | -70 | -2.4% | -$1.33万 | 减仓 |
| WELL | WELLTOWER INC | $54.70万 | 0.16% | 2,410 | 194 | 8.8% | $4.40万 | 加仓 |
| MO | ALTRIA GROUP INC | $54.70万 | 0.16% | 7,602 | 425 | 5.9% | $3.06万 | 加仓 |
| USMV | ISHARES TR | $54.17万 | 0.15% | 5,616 | 1,006 | 21.8% | $9.70万 | 加仓 |
| LOW | LOWES COS INC | $52.81万 | 0.15% | 2,395 | -604 | -20.1% | -$13.32万 | 减仓 |
| PGR | PROGRESSIVE CORP | $51.93万 | 0.15% | 2,377 | -42 | -1.7% | -$9,175 | 减仓 |
| MCK | MCKESSON CORP | $51.61万 | 0.15% | 683 | 51 | 8.1% | $3.85万 | 加仓 |
| BX | BLACKSTONE INC | $51.48万 | 0.15% | 4,375 | 1,285 | 41.6% | $15.12万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $51.13万 | 0.15% | 8,874 | -700 | -7.3% | -$4.03万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $50.82万 | 0.14% | 5,790 | -489 | -7.8% | -$4.29万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $50.23万 | 0.14% | 3,968 | 642 | 19.3% | $8.13万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $50.20万 | 0.14% | 1,022 | 29 | 2.9% | $1.42万 | 加仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $50.11万 | 0.14% | 24,599 | 3,692 | 17.7% | $7.52万 | 加仓 |
| MPC | MARATHON PETE CORP | $49.63万 | 0.14% | 1,941 | 0 | 0.0% | — | 不变 |
| VRTX | VERTEX PHARMACEUTICALS INC | $48.98万 | 0.14% | 986 | 67 | 7.3% | $3.33万 | 加仓 |
| T | AT&T INC | $48.94万 | 0.14% | 23,643 | 256 | 1.1% | $5,299 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $47.56万 | 0.14% | 4,948 | 190 | 4.0% | $1.83万 | 加仓 |
| BNY | BANK OF NY MELLON CORP | $47.27万 | 0.13% | 3,269 | 255 | 8.5% | $3.69万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $46.19万 | 0.13% | 1,718 | 127 | 8.0% | $3.41万 | 加仓 |
| ATO | ATMOS ENERGY CORP | $43.60万 | 0.12% | 2,531 | -226 | -8.2% | -$3.89万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $43.54万 | 0.12% | 1,944 | 454 | 30.5% | $10.17万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $42.64万 | 0.12% | 1,136 | 229 | 25.2% | $8.59万 | 加仓 |
| UNP | UNION PAC CORP | $42.30万 | 0.12% | 1,555 | -29 | -1.8% | -$7,888 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $42.15万 | 0.12% | 4,568 | 39 | 0.9% | $3,599 | 加仓 |
| FTNT | FORTINET INC | $41.92万 | 0.12% | 2,729 | 2,729 | — | $41.92万 | 新建仓 |
| NDSN | NORDSON CORP | $41.69万 | 0.12% | 1,382 | -24 | -1.7% | -$7,241 | 减仓 |
| ECL | ECOLAB INC | $41.51万 | 0.12% | 1,490 | -182 | -10.9% | -$5.07万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $41.36万 | 0.12% | 3,847 | -75 | -1.9% | -$8,063 | 减仓 |
| YUM | YUM BRANDS INC | $41.15万 | 0.12% | 2,574 | -60 | -2.3% | -$9,592 | 减仓 |
| COR | CENCORA INC | $40.38万 | 0.11% | 1,427 | -213 | -13.0% | -$6.03万 | 减仓 |
| VLO | VALERO ENERGY CORP | $40.37万 | 0.11% | 1,550 | 153 | 11.0% | $3.98万 | 加仓 |
| APP | APPLOVIN CORP | $40.14万 | 0.11% | 779 | 10 | 1.3% | $5,152 | 加仓 |
| XEL | XCEL ENERGY INC | $39.79万 | 0.11% | 4,955 | -6 | -0.1% | -$482 | 减仓 |
| BLK | BLACKROCK INC | $39.42万 | 0.11% | 410 | 20 | 5.1% | $1.92万 | 加仓 |
| MLM | MARTIN MARIETTA MATLS INC | $39.27万 | 0.11% | 681 | 8 | 1.2% | $4,614 | 加仓 |
| AMP | AMERIPRISE FINL INC | $39.09万 | 0.11% | 852 | -6 | -0.7% | -$2,753 | 减仓 |
| ADI | ANALOG DEVICES INC | $39.04万 | 0.11% | 983 | 44 | 4.7% | $1.75万 | 加仓 |
| DVN | DEVON ENERGY CORP NEW | $38.79万 | 0.11% | 9,388 | 4,998 | 113.8% | $20.65万 | 加仓 |
| IYW | ISHARES TR | $38.69万 | 0.11% | 1,534 | 80 | 5.5% | $2.02万 | 加仓 |
| SLV | ISHARES SILVER TR | $38.28万 | 0.11% | 7,160 | 0 | 0.0% | — | 不变 |
| IQV | IQVIA HLDGS INC | $38.26万 | 0.11% | 1,980 | -280 | -12.4% | -$5.41万 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $38.17万 | 0.11% | 1,155 | 118 | 11.4% | $3.90万 | 加仓 |
| — | ELECTRONIC ARTS INC | $38.14万 | 0.11% | 1,860 | 1,860 | — | $38.14万 | 新建仓 |
| LMT | LOCKHEED MARTIN CORP | $38.11万 | 0.11% | 748 | -53 | -6.6% | -$2.70万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $38.07万 | 0.11% | 4,152 | -31 | -0.7% | -$2,842 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $37.83万 | 0.11% | 1,270 | 1,270 | — | $37.83万 | 新建仓 |
| FCX | FREEPORT MCMORAN INC | $37.80万 | 0.11% | 6,011 | -43 | -0.7% | -$2,704 | 减仓 |
| CMS | CMS ENERGY CORP | $37.51万 | 0.11% | 4,903 | 4,903 | — | $37.51万 | 新建仓 |
| MMM | 3M CO | $37.42万 | 0.11% | 2,311 | 57 | 2.5% | $9,229 | 加仓 |
| FLEX | FLEX LTD | $37.03万 | 0.11% | 2,285 | 2,285 | — | $37.03万 | 新建仓 |
| SBUX | STARBUCKS CORP | $36.58万 | 0.10% | 3,580 | 11 | 0.3% | $1,124 | 加仓 |
| NVS | NOVARTIS AG | $36.45万 | 0.10% | 2,326 | 203 | 9.6% | $3.18万 | 加仓 |
| SYK | STRYKER CORPORATION | $36.08万 | 0.10% | 1,146 | 485 | 73.4% | $15.27万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $35.83万 | 0.10% | 901 | -300 | -25.0% | -$11.93万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $35.44万 | 0.10% | 1,427 | 116 | 8.8% | $2.88万 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP | $35.34万 | 0.10% | 1,113 | 175 | 18.7% | $5.56万 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC | $35.15万 | 0.10% | 2,971 | 1,142 | 62.4% | $13.51万 | 加仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $35.09万 | 0.10% | 17,644 | -1,403 | -7.4% | -$2.79万 | 减仓 |
| CRM | SALESFORCE INC | $34.79万 | 0.10% | 2,221 | -1,221 | -35.5% | -$19.13万 | 减仓 |
| CAH | CARDINAL HEALTH INC | $34.66万 | 0.10% | 1,459 | 13 | 0.9% | $3,088 | 加仓 |
| EBAY | EBAY INC. | $34.60万 | 0.10% | 3,096 | 207 | 7.2% | $2.31万 | 加仓 |
| SLB | SLB LIMITED | $34.56万 | 0.10% | 7,434 | -213 | -2.8% | -$9,902 | 减仓 |
| LII | LENNOX INTL INC | $34.49万 | 0.10% | 602 | -49 | -7.5% | -$2.81万 | 减仓 |
| CSX | CSX CORP | $34.38万 | 0.10% | 7,233 | 212 | 3.0% | $1.01万 | 加仓 |