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 |
|---|---|---|---|---|---|---|---|---|
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,072.99万 | 1.45% | 21,443 | 3 | 0.0% | $1,501 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $1,100.35万 | 1.49% | 325,161 | -7,299 | -2.2% | -$24.70万 | 减仓 |
| V | VISA INC | $1,144.81万 | 1.55% | 33,367 | -477 | -1.4% | -$16.37万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $1,358.40万 | 1.84% | 32,682 | -1,283 | -3.8% | -$53.33万 | 减仓 |
| ASML | ASML HLDG NV | $1,372.12万 | 1.86% | 6,897 | -162 | -2.3% | -$32.23万 | 减仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $1,486.65万 | 2.01% | 131,701 | -24,468 | -15.7% | -$276.20万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $1,547.71万 | 2.10% | 274,028 | 5,531 | 2.1% | $31.24万 | 加仓 |
| META | META PLATFORMS INC | $1,554.28万 | 2.10% | 27,592 | 1,143 | 4.3% | $64.39万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $1,693.10万 | 2.29% | 22,186 | 134 | 0.6% | $10.23万 | 加仓 |
| AVGO | BROADCOM INC | $1,878.84万 | 2.54% | 49,737 | 3,915 | 8.5% | $147.89万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $2,019.92万 | 2.74% | 637,000 | -83,195 | -11.6% | -$263.81万 | 减仓 |
| AAPL | APPLE INC | $2,271.65万 | 3.08% | 78,507 | -4,426 | -5.3% | -$128.07万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $2,346.42万 | 3.18% | 68,806 | 3,344 | 5.1% | $114.04万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $2,412.93万 | 3.27% | 41,537 | -828 | -2.0% | -$48.10万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $2,554.83万 | 3.46% | 22,133 | 603 | 2.8% | $69.60万 | 加仓 |
| MSFT | MICROSOFT CORP | $2,925.42万 | 3.96% | 78,425 | 159 | 0.2% | $5.93万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $2,992.55万 | 4.05% | 62,662 | 321 | 0.5% | $15.33万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $3,169.66万 | 4.29% | 158,412 | 512 | 0.3% | $10.24万 | 加仓 |
| RWL | INVESCO EXCH TRADED FD TR II | $3,219.79万 | 4.36% | 252,019 | 2,178 | 0.9% | $27.83万 | 加仓 |
| AMZN | AMAZON COM INC | $3,519.52万 | 4.77% | 147,668 | -119 | -0.1% | -$2.84万 | 减仓 |
| GOOGL | ALPHABET INC | $3,658.36万 | 4.95% | 102,368 | 965 | 1.0% | $34.49万 | 加仓 |