Everest Financial Group LLC
MINNEAPOLIS MN · SEC CIK 0002056391
$7.38亿2026Q2 申报市值
208持仓数
39.4%前十大占比 · 第一大 5.0%
21 / 13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
FEGE 加仓+$288.98万
FNDF 新建仓+$284.97万
XMMO 加仓+$173.00万
AVGO 加仓+$147.89万
PANW 加仓+$114.04万
2026Q2 卖出最多 按季末市值估算
PSLV 清仓-$460.89万
XMHQ 减仓-$276.20万
SCHD 减仓-$263.81万
CRM 减仓-$147.45万
AAPL 减仓-$128.07万
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 |
|---|---|---|---|---|---|---|---|---|
| SCHF | SCHWAB STRATEGIC TR | $69.30万 | 0.09% | 25,017 | 617 | 2.5% | $1.71万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $69.33万 | 0.09% | 928 | -11 | -1.2% | -$8,218 | 减仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $70.33万 | 0.10% | 15,591 | 15,591 | — | $70.33万 | 新建仓 |
| CMI | CUMMINS INC | $70.52万 | 0.10% | 989 | 51 | 5.4% | $3.64万 | 加仓 |
| SLV | ISHARES SILVER TR | $70.80万 | 0.10% | 13,242 | -715 | -5.1% | -$3.82万 | 减仓 |
| BLK | BLACKROCK INC | $71.33万 | 0.10% | 742 | 11 | 1.5% | $1.06万 | 加仓 |
| WFC | WELLS FARGO & CO | $72.25万 | 0.10% | 8,743 | 239 | 2.8% | $1.98万 | 加仓 |
| LLY | ELI LILLY & CO | $72.26万 | 0.10% | 602 | -41 | -6.4% | -$4.92万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $75.14万 | 0.10% | 4,755 | 126 | 2.7% | $1.99万 | 加仓 |
| RTX | RTX CORPORATION | $81.51万 | 0.11% | 4,296 | 4,296 | — | $81.51万 | 新建仓 |
| DIA | STATE STR SPDR DOW JONES IND | $82.22万 | 0.11% | 1,574 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $82.69万 | 0.11% | 4,475 | -307 | -6.4% | -$5.67万 | 减仓 |
| FIIG | FIRST TR EXCHANGE-TRADED FD | $84.91万 | 0.11% | 41,000 | -4,000 | -8.9% | -$8.28万 | 减仓 |
| CB | CHUBB LIMITED | $85.58万 | 0.12% | 2,512 | 80 | 3.3% | $2.73万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $86.34万 | 0.12% | 23,419 | 58 | 0.2% | $2,138 | 加仓 |
| FSIG | FIRST TR EXCHANGE-TRADED FD | $86.36万 | 0.12% | 45,800 | -2,700 | -5.6% | -$5.09万 | 减仓 |
| XEL | XCEL ENERGY INC | $87.13万 | 0.12% | 10,851 | 12 | 0.1% | $964 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $88.61万 | 0.12% | 24,052 | 1,533 | 6.8% | $5.65万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $89.49万 | 0.12% | 21,136 | 169 | 0.8% | $7,156 | 加仓 |
| ABBV | ABBVIE INC | $91.06万 | 0.12% | 3,619 | 193 | 5.6% | $4.86万 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $91.35万 | 0.12% | 18,034 | 3,346 | 22.8% | $16.95万 | 加仓 |
| AMLP | ALPS ETF TR | $93.99万 | 0.13% | 18,128 | -4,172 | -18.7% | -$21.63万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $96.94万 | 0.13% | 5,439 | -561 | -9.3% | -$10.00万 | 减仓 |
| RPV | INVESCO EXCHANGE TRADED FD T | $100.29万 | 0.14% | 8,812 | 1,351 | 18.1% | $15.38万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $100.74万 | 0.14% | 16,392 | 16,392 | — | $100.74万 | 新建仓 |
| PTRB | PGIM ETF TR | $100.81万 | 0.14% | 24,315 | 18,860 | 345.7% | $78.19万 | 加仓 |
| KO | COCA COLA CO | $103.04万 | 0.14% | 12,680 | -1,554 | -10.9% | -$12.63万 | 减仓 |
| QQQ | INVESCO QQQ TR | $103.29万 | 0.14% | 1,403 | 155 | 12.4% | $11.41万 | 加仓 |
| PULS | PGIM ETF TR | $104.09万 | 0.14% | 21,007 | 12,891 | 158.8% | $63.88万 | 加仓 |
| FICO | FAIR ISAAC CORP | $106.10万 | 0.14% | 888 | -396 | -30.8% | -$47.31万 | 减仓 |
| TGT | TARGET CORP | $106.23万 | 0.14% | 8,134 | -153 | -1.8% | -$2.00万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $113.59万 | 0.15% | 7,746 | -658 | -7.8% | -$9.65万 | 减仓 |
| HSBC | HSBC HLDGS PLC | $114.75万 | 0.16% | 12,067 | 0 | 0.0% | — | 不变 |
| DFIV | DIMENSIONAL ETF TRUST | $120.53万 | 0.16% | 22,311 | 321 | 1.5% | $1.73万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $121.18万 | 0.16% | 14,717 | 336 | 2.3% | $2.77万 | 加仓 |
| C | CITIGROUP INC | $122.05万 | 0.17% | 8,720 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $124.36万 | 0.17% | 9,678 | -797 | -7.6% | -$10.24万 | 减仓 |
| USB | US BANCORP | $124.44万 | 0.17% | 20,602 | 175 | 0.9% | $1.06万 | 加仓 |
| VHT | VANGUARD WORLD FD | $124.55万 | 0.17% | 4,166 | -266 | -6.0% | -$7.95万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $126.80万 | 0.17% | 7,991 | -119 | -1.5% | -$1.89万 | 减仓 |
| MS | MORGAN STANLEY | $128.89万 | 0.17% | 6,166 | -65 | -1.0% | -$1.36万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $130.48万 | 0.18% | 4,380 | -370 | -7.8% | -$11.02万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $131.92万 | 0.18% | 6,924 | 3 | 0.0% | $572 | 加仓 |
| FDVV | FIDELITY COVINGTON TRUST | $134.00万 | 0.18% | 22,227 | -2,059 | -8.5% | -$12.41万 | 减仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $136.69万 | 0.19% | 21,192 | 1 | 0.0% | $64 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $137.30万 | 0.19% | 34,146 | 118 | 0.3% | $4,745 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $142.48万 | 0.19% | 15,442 | -48 | -0.3% | -$4,429 | 减仓 |
| GLD | SPDR GOLD TR | $143.41万 | 0.19% | 3,893 | 36 | 0.9% | $1.33万 | 加仓 |
| DIHP | DIMENSIONAL ETF TRUST | $143.70万 | 0.19% | 42,111 | 1,181 | 2.9% | $4.03万 | 加仓 |
| WCC | WESCO INTL INC | $146.18万 | 0.20% | 4,232 | -651 | -13.3% | -$22.49万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $154.27万 | 0.21% | 34,025 | 783 | 2.4% | $3.55万 | 加仓 |
| GGG | GRACO INC | $160.03万 | 0.22% | 21,165 | 4 | 0.0% | $302 | 加仓 |
| VTI | VANGUARD INDEX FDS | $170.76万 | 0.23% | 4,615 | 390 | 9.2% | $14.43万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $171.93万 | 0.23% | 14,449 | -59 | -0.4% | -$7,021 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $172.97万 | 0.23% | 32,569 | -1,025 | -3.1% | -$5.44万 | 减仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $174.93万 | 0.24% | 40,550 | 2,400 | 6.3% | $10.35万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $176.16万 | 0.24% | 48,222 | 2,530 | 5.5% | $9.24万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $185.96万 | 0.25% | 1,839 | -224 | -10.9% | -$22.65万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $186.00万 | 0.25% | 1,989 | 21 | 1.1% | $1.96万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $186.80万 | 0.25% | 36,138 | 26 | 0.1% | $1,344 | 加仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $202.96万 | 0.27% | 11,929 | 10,168 | 577.4% | $173.00万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $204.62万 | 0.28% | 24,632 | 2,022 | 8.9% | $16.80万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $214.82万 | 0.29% | 42,547 | -1,036 | -2.4% | -$5.23万 | 减仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $223.48万 | 0.30% | 27,570 | -180 | -0.6% | -$1.46万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $237.62万 | 0.32% | 56,943 | 2,502 | 4.6% | $10.44万 | 加仓 |
| ECL | ECOLAB INC | $242.41万 | 0.33% | 8,701 | 18 | 0.2% | $5,015 | 加仓 |
| XMVM | INVESCO EXCHANGE TRADED FD T | $248.73万 | 0.34% | 35,072 | -182 | -0.5% | -$1.29万 | 减仓 |
| TLT | ISHARES TR | $249.00万 | 0.34% | 28,813 | -100 | -0.3% | -$8,642 | 减仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $262.55万 | 0.36% | 57,015 | -4,292 | -7.0% | -$19.76万 | 减仓 |
| QTUM | ETF SER SOLUTIONS | $265.90万 | 0.36% | 16,078 | -252 | -1.5% | -$4.17万 | 减仓 |
| FNDF | SCHWAB STRATEGIC TR | $284.97万 | 0.39% | 54,013 | 54,013 | — | $284.97万 | 新建仓 |
| XLI | SELECT SECTOR SPDR TR | $287.68万 | 0.39% | 15,531 | 110 | 0.7% | $2.04万 | 加仓 |
| DUSB | DIMENSIONAL ETF TRUST | $288.56万 | 0.39% | 56,825 | -3,556 | -5.9% | -$18.06万 | 减仓 |
| FENI | FIDELITY COVINGTON TRUST | $294.90万 | 0.40% | 73,485 | -18,805 | -20.4% | -$75.46万 | 减仓 |
| IVV | ISHARES TR | $299.02万 | 0.40% | 3,993 | -2 | -0.1% | -$1,498 | 减仓 |
| — | EXXON MOBIL CORP | $299.24万 | 0.41% | 21,888 | 21 | 0.1% | $2,871 | 加仓 |
| AMAT | APPLIED MATLS INC | $301.90万 | 0.41% | 4,176 | -183 | -4.2% | -$13.23万 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $344.74万 | 0.47% | 83,572 | 464 | 0.6% | $1.91万 | 加仓 |
| NOBL | PROSHARES TR | $363.22万 | 0.49% | 64,676 | 728 | 1.1% | $4.09万 | 加仓 |
| PVAL | PUTNAM ETF TRUST | $387.99万 | 0.53% | 76,152 | 20,164 | 36.0% | $102.74万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $391.45万 | 0.53% | 47,772 | 818 | 1.7% | $6.70万 | 加仓 |
| CRM | SALESFORCE INC | $393.54万 | 0.53% | 25,120 | -9,412 | -27.3% | -$147.45万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $436.69万 | 0.59% | 8,503 | 589 | 7.4% | $30.25万 | 加仓 |
| TSLA | TESLA INC | $438.39万 | 0.59% | 10,423 | 12 | 0.1% | $5,047 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $462.89万 | 0.63% | 14,142 | -107 | -0.8% | -$3.50万 | 减仓 |
| FLOT | ISHARES TR | $512.79万 | 0.69% | 100,449 | -7,680 | -7.1% | -$39.21万 | 减仓 |
| IAU | ISHARES GOLD TR | $532.11万 | 0.72% | 70,469 | -257 | -0.4% | -$1.94万 | 减仓 |
| VGT | VANGUARD WORLD FD | $542.78万 | 0.74% | 45,413 | 269 | 0.6% | $3.22万 | 加仓 |
| DAL | DELTA AIR LINES INC | $544.20万 | 0.74% | 58,104 | -835 | -1.4% | -$7.82万 | 减仓 |
| FEGE | RBB FUND TRUST | $546.02万 | 0.74% | 111,614 | 59,072 | 112.4% | $288.98万 | 加仓 |
| ET | ENERGY TRANSFER L P | $582.21万 | 0.79% | 304,501 | -4,225 | -1.4% | -$8.08万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $593.87万 | 0.80% | 133,876 | 2,861 | 2.2% | $12.69万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $668.18万 | 0.90% | 92,597 | -202 | -0.2% | -$1.46万 | 减仓 |
| GOOG | ALPHABET INC | $705.54万 | 0.96% | 19,968 | -446 | -2.2% | -$15.76万 | 减仓 |
| ETN | EATON CORP PLC | $732.16万 | 0.99% | 17,182 | 147 | 0.9% | $6.26万 | 加仓 |
| IWY | ISHARES TR | $803.08万 | 1.09% | 27,633 | -13 | -0.0% | -$3,778 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $939.29万 | 1.27% | 21,770 | 1,009 | 4.9% | $43.53万 | 加仓 |
| NOW | SERVICENOW INC | $964.17万 | 1.31% | 97,117 | -7,652 | -7.3% | -$75.97万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $1,007.78万 | 1.36% | 187,983 | -3,698 | -1.9% | -$19.83万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $1,067.33万 | 1.45% | 15,541 | 105 | 0.7% | $7.21万 | 加仓 |