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 |
|---|---|---|---|---|---|---|---|---|
| PSLV | SPROTT ASSET MANAGEMENT LP | $0 | 0.00% | 0 | -188,965 | -100.0% | -$460.89万 | 清仓 |
| — | SILA REALTY TRUST INC | $0 | 0.00% | 0 | -29,543 | -100.0% | -$69.96万 | 清仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -6,866 | -100.0% | -$63.69万 | 清仓 |
| ADBE | ADOBE INC | $0 | 0.00% | 0 | -1,515 | -100.0% | -$36.83万 | 清仓 |
| NFLX | NETFLIX INC. | $0 | 0.00% | 0 | -2,705 | -100.0% | -$26.01万 | 清仓 |
| CELH | CELSIUS HLDGS INC | $0 | 0.00% | 0 | -7,053 | -100.0% | -$25.02万 | 清仓 |
| WK | WORKIVA INC | $0 | 0.00% | 0 | -4,182 | -100.0% | -$24.94万 | 清仓 |
| BP | BP PLC | $0 | 0.00% | 0 | -5,257 | -100.0% | -$24.71万 | 清仓 |
| GSK | GSK PLC | $0 | 0.00% | 0 | -4,081 | -100.0% | -$22.52万 | 清仓 |
| MCD | MCDONALDS CORP | $0 | 0.00% | 0 | -696 | -100.0% | -$21.62万 | 清仓 |
| FBND | FIDELITY MERRIMACK STR TR | $0 | 0.00% | 0 | -4,665 | -100.0% | -$21.28万 | 清仓 |
| — | THOMSON REUTERS CORP | $0 | 0.00% | 0 | -2,268 | -100.0% | -$20.41万 | 清仓 |
| T | AT&T INC | $0 | 0.00% | 0 | -6,924 | -100.0% | -$20.07万 | 清仓 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $11.28万 | 0.02% | 10,374 | -626 | -5.7% | -$6,805 | 减仓 |
| — | PUTNAM ETF TRUST | $19.20万 | 0.03% | 21,533 | 21,533 | — | $19.20万 | 新建仓 |
| XSMO | INVESCO EXCHANGE TRADED FD T | $20.01万 | 0.03% | 2,137 | 2,137 | — | $20.01万 | 新建仓 |
| XLSR | SSGA ACTIVE TR | $20.07万 | 0.03% | 3,095 | 3,095 | — | $20.07万 | 新建仓 |
| FPX | FIRST TR EXCHANGE-TRADED FD | $20.24万 | 0.03% | 982 | 982 | — | $20.24万 | 新建仓 |
| NXPI | NXP SEMICONDUCTORS N V | $20.26万 | 0.03% | 721 | -315 | -30.4% | -$8.85万 | 重新持有 |
| CARY | ANGEL OAK FUNDS TRUST | $20.31万 | 0.03% | 9,774 | -2,486 | -20.3% | -$5.17万 | 减仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $20.52万 | 0.03% | 1,070 | 1,070 | — | $20.52万 | 新建仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $20.66万 | 0.03% | 2,500 | 2,500 | — | $20.66万 | 新建仓 |
| IJH | ISHARES TR | $21.11万 | 0.03% | 2,738 | 2,738 | — | $21.11万 | 新建仓 |
| FBT | FIRST TR EXCHANGE-TRADED FD | $21.58万 | 0.03% | 871 | 871 | — | $21.58万 | 新建仓 |
| SYY | SYSCO CORP | $22.14万 | 0.03% | 2,649 | -175 | -6.2% | -$1.46万 | 减仓 |
| IWF | ISHARES TR | $22.25万 | 0.03% | 1,792 | 1,792 | — | $22.25万 | 新建仓 |
| CVX | CHEVRON CORPORATION | $22.47万 | 0.03% | 1,355 | 1 | 0.1% | $166 | 加仓 |
| NVO | NOVO-NORDISK A S | $22.85万 | 0.03% | 4,766 | -1,358 | -22.2% | -$6.51万 | 减仓 |
| QQQI | NEOS ETF TRUST | $23.28万 | 0.03% | 4,100 | -200 | -4.7% | -$1.14万 | 减仓 |
| VBIL | VANGUARD INSTL INDEX FD | $24.07万 | 0.03% | 3,181 | 23 | 0.7% | $1,741 | 加仓 |
| COPX | GLOBAL X FDS | $24.63万 | 0.03% | 3,200 | 3,200 | — | $24.63万 | 新建仓 |
| VICI | VICI PPTYS INC | $24.82万 | 0.03% | 9,348 | 148 | 1.6% | $3,929 | 加仓 |
| HYDB | ISHARES TR | $25.03万 | 0.03% | 5,353 | 91 | 1.7% | $4,256 | 加仓 |
| SLYV | SPDR SERIES TRUST | $25.06万 | 0.03% | 2,297 | 11 | 0.5% | $1,200 | 加仓 |
| DFGP | DIMENSIONAL ETF TRUST | $25.16万 | 0.03% | 4,619 | 194 | 4.4% | $1.06万 | 加仓 |
| FPE | FIRST TR EXCH TRADED FD III | $25.21万 | 0.03% | 14,100 | -3,000 | -17.5% | -$5.36万 | 减仓 |
| SSRM | SSR MINING IN | $25.45万 | 0.03% | 9,000 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $25.52万 | 0.03% | 2,813 | 65 | 2.4% | $5,898 | 加仓 |
| DIS | DISNEY WALT CO | $25.70万 | 0.03% | 2,670 | 13 | 0.5% | $1,251 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $26.24万 | 0.04% | 5,189 | -210 | -3.9% | -$1.06万 | 减仓 |
| HYLS | FIRST TR EXCHANGE-TRADED FD | $26.83万 | 0.04% | 6,600 | -1,000 | -13.2% | -$4.07万 | 减仓 |
| IGEB | ISHARES TR | $26.97万 | 0.04% | 5,978 | -589 | -9.0% | -$2.66万 | 减仓 |
| RIO | RIO TINTO PLC | $27.28万 | 0.04% | 2,874 | 9 | 0.3% | $854 | 加仓 |
| BTT | BLACKROCK MUN TARGET TERM TR | $27.93万 | 0.04% | 12,275 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $29.12万 | 0.04% | 2,305 | 11 | 0.5% | $1,390 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $29.37万 | 0.04% | 7,991 | 105 | 1.3% | $3,860 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $30.29万 | 0.04% | 10,460 | 16 | 0.2% | $463 | 加仓 |
| JPIB | J P MORGAN EXCHANGE TRADED F | $30.58万 | 0.04% | 6,325 | 697 | 12.4% | $3.37万 | 加仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $30.79万 | 0.04% | 1,163 | 0 | 0.0% | — | 不变 |
| AIPO | TIDAL TRUST II | $30.90万 | 0.04% | 9,250 | 0 | 0.0% | — | 不变 |
| TER | TERADYNE INC | $30.95万 | 0.04% | 639 | 639 | — | $30.95万 | 新建仓 |
| FTGC | FIRST TR EXCHANGE TRAD FD VI | $31.90万 | 0.04% | 11,794 | 51 | 0.4% | $1,380 | 加仓 |
| AGNC | AGNC INVT CORP | $34.01万 | 0.05% | 31,200 | 0 | 0.0% | — | 不变 |
| SCHA | SCHWAB STRATEGIC TR | $34.56万 | 0.05% | 9,566 | -144 | -1.5% | -$5,203 | 减仓 |
| HACK | AMPLIFY ETF TR | $35.66万 | 0.05% | 3,398 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $35.78万 | 0.05% | 9,225 | 968 | 11.7% | $3.75万 | 加仓 |
| ARTY | ISHARES TR | $36.02万 | 0.05% | 4,730 | 4,730 | — | $36.02万 | 新建仓 |
| CAT | CATERPILLAR INC | $37.13万 | 0.05% | 349 | 54 | 18.3% | $5.75万 | 加仓 |
| TRFK | PACER FDS TR | $37.23万 | 0.05% | 3,489 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $38.13万 | 0.05% | 2,731 | 2,731 | — | $38.13万 | 新建仓 |
| CLS | CELESTICA INC | $38.30万 | 0.05% | 1,050 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $38.72万 | 0.05% | 3,319 | 1,651 | 99.0% | $19.26万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $39.01万 | 0.05% | 778 | -37 | -4.5% | -$1.86万 | 减仓 |
| ALB | ALBEMARLE CORP | $39.07万 | 0.05% | 2,893 | -771 | -21.0% | -$10.41万 | 减仓 |
| JBBB | JANUS DETROIT STR TR | $39.35万 | 0.05% | 8,310 | 1,259 | 17.9% | $5.96万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $39.63万 | 0.05% | 6,519 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $39.79万 | 0.05% | 5,692 | 233 | 4.3% | $1.63万 | 加仓 |
| CGIC | CAPITAL GROUP INTERNATIONAL | $40.12万 | 0.05% | 11,025 | 0 | 0.0% | — | 不变 |
| DFIC | DIMENSIONAL ETF TRUST | $40.21万 | 0.05% | 10,791 | 2,106 | 24.2% | $7.85万 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $40.78万 | 0.06% | 8,541 | -1,354 | -13.7% | -$6.46万 | 减仓 |
| PTY | PIMCO CORPORATE & INCOME OPP | $41.27万 | 0.06% | 34,302 | -5,520 | -13.9% | -$6.64万 | 减仓 |
| GM | GENERAL MTRS CO | $41.53万 | 0.06% | 5,388 | -116 | -2.1% | -$8,941 | 减仓 |
| SMH | VANECK ETF TRUST | $41.86万 | 0.06% | 638 | 638 | — | $41.86万 | 新建仓 |
| SNOW | SNOWFLAKE INC | $43.55万 | 0.06% | 1,711 | -74 | -4.1% | -$1.88万 | 减仓 |
| FTHI | FIRST TR EXCHANGE TRADED FD | $44.12万 | 0.06% | 18,500 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $44.39万 | 0.06% | 4,270 | -133 | -3.0% | -$1.38万 | 减仓 |
| OKE | ONEOK INC NEW | $44.99万 | 0.06% | 5,175 | 17 | 0.3% | $1,478 | 加仓 |
| BX | BLACKSTONE INC | $47.25万 | 0.06% | 4,015 | -8 | -0.2% | -$941 | 减仓 |
| FSK | FS KKR CAP CORP | $47.82万 | 0.06% | 45,539 | -2,967 | -6.1% | -$3.12万 | 减仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $49.14万 | 0.07% | 2,876 | 2,876 | — | $49.14万 | 新建仓 |
| JMEE | J P MORGAN EXCHANGE TRADED F | $49.45万 | 0.07% | 6,338 | -1,575 | -19.9% | -$12.29万 | 减仓 |
| AMGN | AMGEN INC | $52.13万 | 0.07% | 1,440 | -65 | -4.3% | -$2.35万 | 减仓 |
| WMT | WALMART INC | $52.84万 | 0.07% | 4,666 | 574 | 14.0% | $6.50万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $52.87万 | 0.07% | 9,612 | 128 | 1.3% | $7,041 | 加仓 |
| IJR | ISHARES TR | $54.82万 | 0.07% | 3,697 | 15 | 0.4% | $2,224 | 加仓 |
| VOE | VANGUARD INDEX FDS | $55.13万 | 0.07% | 2,790 | -86 | -3.0% | -$1.70万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $55.17万 | 0.07% | 1,962 | -9 | -0.5% | -$2,531 | 减仓 |
| AHR | AMERICAN HEALTHCARE REIT INC | $57.40万 | 0.08% | 11,006 | -224 | -2.0% | -$1.17万 | 减仓 |
| MMM | 3M CO | $57.55万 | 0.08% | 3,554 | 75 | 2.2% | $1.21万 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $58.36万 | 0.08% | 18,766 | -561 | -2.9% | -$1.74万 | 减仓 |
| FSLR | FIRST SOLAR INC | $58.64万 | 0.08% | 2,485 | -273 | -9.9% | -$6.44万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $60.94万 | 0.08% | 7,945 | -32 | -0.4% | -$2,454 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $61.21万 | 0.08% | 2,587 | 11 | 0.4% | $2,603 | 加仓 |
| CSCO | CISCO SYS INC | $61.28万 | 0.08% | 5,219 | -50 | -0.9% | -$5,871 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $63.11万 | 0.09% | 2,485 | 367 | 17.3% | $9.32万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $63.78万 | 0.09% | 1,886 | -64 | -3.3% | -$2.16万 | 减仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $65.00万 | 0.09% | 12,149 | 12,149 | — | $65.00万 | 新建仓 |
| DFLV | DIMENSIONAL ETF TRUST | $68.50万 | 0.09% | 17,324 | 60 | 0.3% | $2,372 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $68.50万 | 0.09% | 2,261 | 2,261 | — | $68.50万 | 新建仓 |
| GIS | GENERAL MILLS INC | $68.87万 | 0.09% | 19,790 | 175 | 0.9% | $6,090 | 加仓 |