Everest Financial Group LLC
MINNEAPOLIS MN · SEC CIK 0002056391
$6.07亿2026Q1 申报市值
199持仓数
39.6%前十大占比 · 第一大 5.1%
113 / 2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
VOO 新建仓+$922.34万
ETN 新建仓+$609.29万
FLOT 新建仓+$550.52万
DIMENSIONAL ETF 新建仓+$509.12万
PSLV 新建仓+$460.89万
2026Q1 卖出最多 按季末市值估算
SCHD 减仓-$429.73万
XMHQ 减仓-$57.62万
ON 清仓-$23.96万
COP 减仓-$23.43万
JMEE 减仓-$21.19万
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 |
|---|---|---|---|---|---|---|---|---|
| ABBV | ABBVIE INC | $74.52万 | 0.12% | 3,426 | 1,865 | 119.5% | $40.57万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $76.50万 | 0.13% | 22,519 | 22,519 | — | $76.50万 | 新建仓 |
| CB | CHUBB LTD SWITZ | $79.27万 | 0.13% | 2,432 | 2,432 | — | $79.27万 | 新建仓 |
| RPV | INVESCO EXCHANGE TRADED FD T | $80.13万 | 0.13% | 7,461 | 7,461 | — | $80.13万 | 新建仓 |
| XEL | XCEL ENERGY INC | $86.11万 | 0.14% | 10,839 | 5,436 | 100.6% | $43.18万 | 加仓 |
| FSIG | FIRST TR EXCHANGE-TRADED FD | $91.86万 | 0.15% | 48,500 | 48,500 | — | $91.86万 | 新建仓 |
| XLK | SELECT SECTOR SPDR TR | $91.98万 | 0.15% | 6,921 | 4,619 | 200.7% | $61.39万 | 加仓 |
| FIIG | FIRST TR EXCHANGE-TRADED FD | $93.38万 | 0.15% | 45,000 | 45,000 | — | $93.38万 | 新建仓 |
| SLV | ISHARES SILVER TR | $95.10万 | 0.16% | 13,957 | 7,010 | 100.9% | $47.77万 | 加仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $95.91万 | 0.16% | 21,191 | 21,191 | — | $95.91万 | 新建仓 |
| C | CITIGROUP INC | $98.90万 | 0.16% | 8,720 | 2,340 | 36.7% | $26.54万 | 加仓 |
| HSBC | HSBC HLDGS PLC | $99.54万 | 0.16% | 12,067 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP | $100.44万 | 0.17% | 8,287 | 8,287 | — | $100.44万 | 新建仓 |
| BKNG | BOOKING HOLDINGS INC | $101.03万 | 0.17% | 240 | 240 | — | $101.03万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $102.29万 | 0.17% | 14,381 | 14,381 | — | $102.29万 | 新建仓 |
| MS | MORGAN STANLEY | $102.54万 | 0.17% | 6,231 | 165 | 2.7% | $2.72万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $105.26万 | 0.17% | 20,967 | 20,967 | — | $105.26万 | 新建仓 |
| USB | US BANCORP | $106.24万 | 0.17% | 20,427 | 3,668 | 21.9% | $19.08万 | 加仓 |
| KO | COCA COLA CO | $108.25万 | 0.18% | 14,234 | 14,234 | — | $108.25万 | 新建仓 |
| DFAE | DIMENSIONAL ETF TRUST | $115.22万 | 0.19% | 34,028 | 34,028 | — | $115.22万 | 新建仓 |
| DFIV | DIMENSIONAL ETF TRUST | $116.06万 | 0.19% | 21,990 | 21,990 | — | $116.06万 | 新建仓 |
| AMLP | ALPS ETF TR | $117.39万 | 0.19% | 22,300 | 22,300 | — | $117.39万 | 新建仓 |
| XLV | SELECT SECTOR SPDR TR | $118.89万 | 0.20% | 8,110 | 4,233 | 109.2% | $62.06万 | 加仓 |
| VHT | VANGUARD WORLD FD | $120.72万 | 0.20% | 4,432 | -79 | -1.8% | -$2.15万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $121.38万 | 0.20% | 8,404 | 8,404 | — | $121.38万 | 新建仓 |
| MRK | MERCK & CO INC | $126.01万 | 0.21% | 10,475 | 10,475 | — | $126.01万 | 新建仓 |
| DIHP | DIMENSIONAL ETF TRUST | $131.88万 | 0.22% | 40,930 | 40,930 | — | $131.88万 | 新建仓 |
| WCC | WESCO INTL INC | $133.60万 | 0.22% | 4,883 | 4,883 | — | $133.60万 | 新建仓 |
| FDVV | FIDELITY COVINGTON TRUST | $134.15万 | 0.22% | 24,286 | 1,670 | 7.4% | $9.22万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $135.54万 | 0.22% | 4,225 | 4,225 | — | $135.54万 | 新建仓 |
| FICO | FAIR ISAAC CORP | $137.07万 | 0.23% | 1,284 | 1,284 | — | $137.07万 | 新建仓 |
| SPYG | SPDR SERIES TRUST | $142.05万 | 0.23% | 14,508 | 36 | 0.2% | $3,525 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $145.57万 | 0.24% | 15,490 | -19 | -0.1% | -$1,786 | 减仓 |
| AMAT | APPLIED MATLS INC | $148.99万 | 0.25% | 4,359 | 4,359 | — | $148.99万 | 新建仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $150.43万 | 0.25% | 38,150 | 38,150 | — | $150.43万 | 新建仓 |
| XLU | SELECT SECTOR SPDR TR | $152.55万 | 0.25% | 33,242 | 33,242 | — | $152.55万 | 新建仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $154.30万 | 0.25% | 45,692 | 26,681 | 140.3% | $90.10万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $162.94万 | 0.27% | 36,112 | 36,112 | — | $162.94万 | 新建仓 |
| GLD | SPDR GOLD TR | $165.96万 | 0.27% | 3,857 | 2,549 | 194.9% | $109.68万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $174.47万 | 0.29% | 2,063 | 336 | 19.5% | $28.42万 | 加仓 |
| QTUM | ETF SER SOLUTIONS | $175.22万 | 0.29% | 16,330 | 16,330 | — | $175.22万 | 新建仓 |
| GGG | GRACO INC | $179.13万 | 0.29% | 21,161 | 354 | 1.7% | $3.00万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $185.36万 | 0.31% | 22,610 | 22,610 | — | $185.36万 | 新建仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $189.48万 | 0.31% | 27,750 | 27,750 | — | $189.48万 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION | $196.10万 | 0.32% | 1,968 | 1,455 | 283.6% | $144.98万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $200.13万 | 0.33% | 54,441 | 54,441 | — | $200.13万 | 新建仓 |
| XLE | SELECT SECTOR SPDR TR | $205.80万 | 0.34% | 33,594 | 33,594 | — | $205.80万 | 新建仓 |
| JAAA | JANUS DETROIT STR TR | $219.53万 | 0.36% | 43,583 | 43,583 | — | $219.53万 | 新建仓 |
| XMVM | INVESCO EXCHANGE TRADED FD T | $229.57万 | 0.38% | 35,254 | 1,936 | 5.8% | $12.61万 | 加仓 |
| ECL | ECOLAB INC | $230.99万 | 0.38% | 8,683 | 443 | 5.4% | $11.78万 | 加仓 |
| FEGE | RBB FUND TRUST | $247.38万 | 0.41% | 52,542 | 52,542 | — | $247.38万 | 新建仓 |
| XLI | SELECT SECTOR SPDR TR | $249.40万 | 0.41% | 15,421 | 15,421 | — | $249.40万 | 新建仓 |
| TLT | ISHARES TR | $250.65万 | 0.41% | 28,913 | 28,913 | — | $250.65万 | 新建仓 |
| PVAL | PUTNAM ETF TRUST | $259.78万 | 0.43% | 55,988 | 49,685 | 788.3% | $230.54万 | 加仓 |
| IVV | ISHARES TR | $260.93万 | 0.43% | 3,995 | 3,995 | — | $260.93万 | 新建仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $282.45万 | 0.47% | 61,307 | 21,522 | 54.1% | $99.15万 | 加仓 |
| DUSB | DIMENSIONAL ETF TRUST | $306.19万 | 0.50% | 60,381 | 60,381 | — | $306.19万 | 新建仓 |
| DFAI | DIMENSIONAL ETF TRUST | $323.79万 | 0.53% | 83,108 | 83,108 | — | $323.79万 | 新建仓 |
| DFUS | DIMENSIONAL ETF TRUST | $332.95万 | 0.55% | 46,954 | 46,954 | — | $332.95万 | 新建仓 |
| NOBL | PROSHARES TR | $338.96万 | 0.56% | 31,974 | 31,974 | — | $338.96万 | 新建仓 |
| DELL | DELL TECHNOLOGIES INC | $340.96万 | 0.56% | 20,761 | 17,302 | 500.2% | $284.16万 | 加仓 |
| FENI | FIDELITY COVINGTON TRUST | $343.32万 | 0.57% | 92,290 | 92,290 | — | $343.32万 | 新建仓 |
| — | EXXON MOBIL CORP | $370.48万 | 0.61% | 21,867 | 9,753 | 80.5% | $165.24万 | 加仓 |
| TSLA | TESLA INC | $387.03万 | 0.64% | 10,411 | 1,462 | 16.3% | $54.35万 | 加仓 |
| DAL | DELTA AIR LINES INC | $391.83万 | 0.65% | 58,939 | -1,280 | -2.1% | -$8.51万 | 减仓 |
| VGT | VANGUARD WORLD FD | $393.71万 | 0.65% | 5,643 | 5,643 | — | $393.71万 | 新建仓 |
| MA | MASTERCARD INCORPORATED | $395.43万 | 0.65% | 7,914 | 3,235 | 69.1% | $161.64万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $419.14万 | 0.69% | 14,249 | 5,180 | 57.1% | $152.37万 | 加仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $460.89万 | 0.76% | 188,965 | 188,965 | — | $460.89万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $509.12万 | 0.84% | 131,015 | 131,015 | — | $509.12万 | 新建仓 |
| FLOT | ISHARES TR | $550.52万 | 0.91% | 108,129 | 108,129 | — | $550.52万 | 新建仓 |
| GOOG | ALPHABET INC | $585.62万 | 0.96% | 20,414 | 15,846 | 346.9% | $454.58万 | 加仓 |
| ET | ENERGY TRANSFER L P | $595.84万 | 0.98% | 308,726 | -2,240 | -0.7% | -$4.32万 | 减仓 |
| ETN | EATON CORP PLC | $609.29万 | 1.00% | 17,035 | 17,035 | — | $609.29万 | 新建仓 |
| IAU | ISHARES GOLD TR | $623.52万 | 1.03% | 70,726 | 124 | 0.2% | $1.09万 | 加仓 |
| CRM | SALESFORCE INC | $644.24万 | 1.06% | 34,532 | 1,282 | 3.9% | $23.92万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $667.50万 | 1.10% | 92,799 | 20,166 | 27.8% | $145.05万 | 加仓 |
| IWY | ISHARES TR | $687.96万 | 1.13% | 27,646 | 1,193 | 4.5% | $29.69万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $727.38万 | 1.20% | 21,530 | 478 | 2.3% | $16.15万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $860.93万 | 1.42% | 22,052 | 821 | 3.9% | $32.05万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $861.83万 | 1.42% | 42,365 | 1,843 | 4.5% | $37.49万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $919.02万 | 1.51% | 33,965 | 5,078 | 17.6% | $137.40万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $922.34万 | 1.52% | 15,436 | 15,436 | — | $922.34万 | 新建仓 |
| ASML | ASML HLDG NV | $932.37万 | 1.54% | 7,059 | 917 | 14.9% | $121.12万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $946.32万 | 1.56% | 191,681 | 36,707 | 23.7% | $181.22万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $968.46万 | 1.59% | 332,460 | 82,622 | 33.1% | $240.68万 | 加仓 |
| V | VISA INC | $1,022.89万 | 1.68% | 33,844 | 6,728 | 24.8% | $203.34万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,027.40万 | 1.69% | 21,440 | 6,531 | 43.8% | $312.97万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $1,049.49万 | 1.73% | 65,462 | 10,235 | 18.5% | $164.09万 | 加仓 |
| NOW | SERVICENOW INC | $1,095.36万 | 1.80% | 104,769 | 16,481 | 18.7% | $172.31万 | 加仓 |
| AVGO | BROADCOM INC | $1,418.49万 | 2.34% | 45,822 | 10,791 | 30.8% | $334.05万 | 加仓 |
| META | META PLATFORMS INC | $1,513.29万 | 2.49% | 26,449 | 4,998 | 23.3% | $285.96万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $1,521.84万 | 2.51% | 268,497 | 43,725 | 19.5% | $247.83万 | 加仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $1,614.33万 | 2.66% | 156,169 | -5,574 | -3.4% | -$57.62万 | 减仓 |
| AAPL | APPLE INC | $2,104.78万 | 3.47% | 82,933 | 14,432 | 21.1% | $366.27万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $2,106.81万 | 3.47% | 62,341 | 5,077 | 8.9% | $171.58万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $2,209.49万 | 3.64% | 720,195 | -140,073 | -16.3% | -$429.73万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $2,753.78万 | 4.53% | 157,900 | 19,200 | 13.8% | $334.85万 | 加仓 |
| RWL | INVESCO EXCH TRADED FD TR II | $2,870.91万 | 4.73% | 249,841 | 10,880 | 4.6% | $125.02万 | 加仓 |
| MSFT | MICROSOFT CORP | $2,897.17万 | 4.77% | 78,266 | 8,583 | 12.3% | $317.72万 | 加仓 |