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 |
|---|---|---|---|---|---|---|---|---|
| DFAX | DIMENSIONAL ETF TRUST | $76.50万 | 0.13% | 22,519 | 22,519 | — | $76.50万 | 新建仓 |
| ABBV | ABBVIE INC | $74.52万 | 0.12% | 3,426 | 1,865 | 119.5% | $40.57万 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $73.43万 | 0.12% | 14,688 | 130 | 0.9% | $6,499 | 加仓 |
| GIS | GENERAL MILLS INC | $73.01万 | 0.12% | 19,615 | 19,615 | — | $73.01万 | 新建仓 |
| DIA | STATE STR SPDR DOW JONES IND | $72.89万 | 0.12% | 1,574 | 1,574 | — | $72.89万 | 新建仓 |
| SCHM | SCHWAB STRATEGIC TR | $72.33万 | 0.12% | 23,361 | 7,078 | 43.5% | $21.91万 | 加仓 |
| QQQ | INVESCO QQQ TR | $72.02万 | 0.12% | 1,248 | 1,248 | — | $72.02万 | 新建仓 |
| BLK | BLACKROCK INC | $70.31万 | 0.12% | 731 | 17 | 2.4% | $1.64万 | 加仓 |
| — | SILA REALTY TRUST INC | $69.96万 | 0.12% | 29,543 | 29,543 | — | $69.96万 | 新建仓 |
| VYM | VANGUARD WHITEHALL FDS | $68.55万 | 0.11% | 4,629 | 4,629 | — | $68.55万 | 新建仓 |
| WFC | WELLS FARGO & CO | $67.70万 | 0.11% | 8,504 | 4,959 | 139.9% | $39.48万 | 加仓 |
| ALB | ALBEMARLE CORP | $65.77万 | 0.11% | 3,664 | 3,664 | — | $65.77万 | 新建仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $63.69万 | 0.10% | 6,866 | 6,866 | — | $63.69万 | 新建仓 |
| DFLV | DIMENSIONAL ETF TRUST | $61.65万 | 0.10% | 17,264 | 17,264 | — | $61.65万 | 新建仓 |
| QCOM | QUALCOMM INC | $61.58万 | 0.10% | 4,782 | -17 | -0.4% | -$2,189 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $61.56万 | 0.10% | 7,977 | 3,127 | 64.5% | $24.13万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $61.06万 | 0.10% | 939 | 435 | 86.3% | $28.29万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $60.39万 | 0.10% | 24,400 | 24,400 | — | $60.39万 | 新建仓 |
| LLY | ELI LILLY & CO | $59.18万 | 0.10% | 643 | 643 | — | $59.18万 | 新建仓 |
| AXP | AMERICAN EXPRESS CO | $58.97万 | 0.10% | 1,950 | 101 | 5.5% | $3.05万 | 加仓 |
| COP | CONOCOPHILLIPS | $58.13万 | 0.10% | 4,403 | -1,775 | -28.7% | -$23.43万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $55.40万 | 0.09% | 2,576 | 2,576 | — | $55.40万 | 新建仓 |
| FSLR | FIRST SOLAR INC | $54.40万 | 0.09% | 2,758 | 2,758 | — | $54.40万 | 新建仓 |
| FNDX | SCHWAB STRATEGIC TR | $53.83万 | 0.09% | 19,327 | 19,327 | — | $53.83万 | 新建仓 |
| VOE | VANGUARD INDEX FDS | $53.00万 | 0.09% | 2,876 | 1,246 | 76.4% | $22.96万 | 加仓 |
| AHR | AMERICAN HEALTHCARE REIT INC | $52.96万 | 0.09% | 11,230 | 11,230 | — | $52.96万 | 新建仓 |
| AMGN | AMGEN INC | $52.95万 | 0.09% | 1,505 | 1,505 | — | $52.95万 | 新建仓 |
| JMEE | J P MORGAN EXCHANGE TRADED F | $52.84万 | 0.09% | 7,913 | -3,174 | -28.6% | -$21.19万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $51.78万 | 0.09% | 2,118 | 880 | 71.1% | $21.51万 | 加仓 |
| WMT | WALMART INC | $50.85万 | 0.08% | 4,092 | 1,748 | 74.6% | $21.72万 | 加仓 |
| MMM | 3M CO | $50.52万 | 0.08% | 3,479 | 3,479 | — | $50.52万 | 新建仓 |
| CMI | CUMMINS INC | $50.48万 | 0.08% | 938 | 28 | 3.1% | $1.51万 | 加仓 |
| FSK | FS KKR CAP CORP | $49.38万 | 0.08% | 48,506 | 48,506 | — | $49.38万 | 新建仓 |
| PTY | PIMCO CORPORATE & INCOME OPP | $47.91万 | 0.08% | 39,822 | 39,822 | — | $47.91万 | 新建仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $47.78万 | 0.08% | 1,971 | 1,971 | — | $47.78万 | 新建仓 |
| DFSD | DIMENSIONAL ETF TRUST | $47.38万 | 0.08% | 9,895 | 9,895 | — | $47.38万 | 新建仓 |
| MRVL | MARVELL TECHNOLOGY INC | $47.05万 | 0.08% | 4,750 | 4,750 | — | $47.05万 | 新建仓 |
| OKE | ONEOK INC NEW | $46.62万 | 0.08% | 5,158 | 5,158 | — | $46.62万 | 新建仓 |
| BX | BLACKSTONE INC | $46.26万 | 0.08% | 4,023 | 1,332 | 49.5% | $15.32万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $45.96万 | 0.08% | 9,484 | 9,484 | — | $45.96万 | 新建仓 |
| IJR | ISHARES TR | $45.77万 | 0.08% | 3,682 | 376 | 11.4% | $4.67万 | 加仓 |
| FTHI | FIRST TR EXCHANGE TRADED FD | $42.46万 | 0.07% | 18,500 | 18,500 | — | $42.46万 | 新建仓 |
| GM | GENERAL MTRS CO | $41.00万 | 0.07% | 5,504 | -717 | -11.5% | -$5.34万 | 减仓 |
| CSCO | CISCO SYS INC | $40.87万 | 0.07% | 5,269 | 5,269 | — | $40.87万 | 新建仓 |
| PULS | PGIM ETF TR | $40.18万 | 0.07% | 8,116 | 3,324 | 69.4% | $16.45万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $40.06万 | 0.07% | 815 | -238 | -22.6% | -$11.70万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $36.88万 | 0.06% | 6,519 | 6,519 | — | $36.88万 | 新建仓 |
| ADBE | ADOBE INC | $36.83万 | 0.06% | 1,515 | -26 | -1.7% | -$6,320 | 减仓 |
| CGIC | CAPITAL GROUP INTERNATIONAL | $36.50万 | 0.06% | 11,025 | 11,025 | — | $36.50万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $34.09万 | 0.06% | 5,459 | 5,459 | — | $34.09万 | 新建仓 |
| FTGC | FIRST TR EXCHANGE TRAD FD VI | $33.71万 | 0.06% | 11,743 | 11,743 | — | $33.71万 | 新建仓 |
| JBBB | JANUS DETROIT STR TR | $32.86万 | 0.05% | 7,051 | 7,051 | — | $32.86万 | 新建仓 |
| GILD | GILEAD SCIENCES INC | $31.97万 | 0.05% | 2,294 | 10 | 0.4% | $1,394 | 加仓 |
| AGNC | AGNC INVT CORP | $31.29万 | 0.05% | 31,200 | 31,200 | — | $31.29万 | 新建仓 |
| DFIC | DIMENSIONAL ETF TRUST | $30.86万 | 0.05% | 8,685 | 8,685 | — | $30.86万 | 新建仓 |
| HYLS | FIRST TR EXCHANGE-TRADED FD | $30.83万 | 0.05% | 7,600 | 7,600 | — | $30.83万 | 新建仓 |
| FPE | FIRST TR EXCH TRADED FD III | $30.35万 | 0.05% | 17,100 | 17,100 | — | $30.35万 | 新建仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $29.84万 | 0.05% | 7,886 | 271 | 3.6% | $1.03万 | 加仓 |
| IGEB | ISHARES TR | $29.59万 | 0.05% | 6,567 | 6,567 | — | $29.59万 | 新建仓 |
| CLS | CELESTICA INC | $29.58万 | 0.05% | 1,050 | 1,050 | — | $29.58万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $28.93万 | 0.05% | 8,257 | 8,257 | — | $28.93万 | 新建仓 |
| SCHA | SCHWAB STRATEGIC TR | $28.23万 | 0.05% | 9,710 | 9,710 | — | $28.23万 | 新建仓 |
| ABT | ABBOTT LABORATORIES | $28.22万 | 0.05% | 2,748 | 976 | 55.1% | $10.02万 | 加仓 |
| CVX | CHEVRON CORPORATION | $28.00万 | 0.05% | 1,354 | 1,354 | — | $28.00万 | 新建仓 |
| BTT | BLACKROCK MUN TARGET TERM TR | $27.86万 | 0.05% | 12,275 | 12,275 | — | $27.86万 | 新建仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $27.33万 | 0.04% | 5,399 | -58 | -1.1% | -$2,936 | 减仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $27.22万 | 0.04% | 1,163 | 1,163 | — | $27.22万 | 新建仓 |
| SNOW | SNOWFLAKE INC | $26.92万 | 0.04% | 1,785 | 574 | 47.4% | $8.66万 | 加仓 |
| JPIB | J P MORGAN EXCHANGE TRADED F | $26.91万 | 0.04% | 5,628 | 5,628 | — | $26.91万 | 新建仓 |
| RIO | RIO TINTO PLC | $26.73万 | 0.04% | 2,865 | 2,865 | — | $26.73万 | 新建仓 |
| SSRM | SSR MINING IN | $26.44万 | 0.04% | 9,000 | 9,000 | — | $26.44万 | 新建仓 |
| SCHB | SCHWAB STRATEGIC TR | $26.21万 | 0.04% | 10,444 | 10,444 | — | $26.21万 | 新建仓 |
| NFLX | NETFLIX INC. | $26.01万 | 0.04% | 2,705 | 2,705 | — | $26.01万 | 新建仓 |
| DIS | DISNEY WALT CO | $25.60万 | 0.04% | 2,657 | 825 | 45.0% | $7.95万 | 加仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $25.54万 | 0.04% | 1,761 | 1,761 | — | $25.54万 | 新建仓 |
| HACK | AMPLIFY ETF TR | $25.52万 | 0.04% | 3,398 | 3,398 | — | $25.52万 | 新建仓 |
| CARY | ANGEL OAK FUNDS TRUST | $25.47万 | 0.04% | 12,260 | 12,260 | — | $25.47万 | 新建仓 |
| VICI | VICI PPTYS INC | $25.13万 | 0.04% | 9,200 | 9,200 | — | $25.13万 | 新建仓 |
| CELH | CELSIUS HLDGS INC | $25.02万 | 0.04% | 7,053 | 0 | 0.0% | — | 不变 |
| WK | WORKIVA INC | $24.94万 | 0.04% | 4,182 | 0 | 0.0% | — | 不变 |
| BP | BP PLC | $24.71万 | 0.04% | 5,257 | 5,257 | — | $24.71万 | 新建仓 |
| HYDB | ISHARES TR | $24.48万 | 0.04% | 5,262 | -86 | -1.6% | -$4,000 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $24.40万 | 0.04% | 1,668 | 1,668 | — | $24.40万 | 新建仓 |
| VBIL | VANGUARD INSTL INDEX FD | $23.89万 | 0.04% | 3,158 | 3,158 | — | $23.89万 | 新建仓 |
| DFGP | DIMENSIONAL ETF TRUST | $23.89万 | 0.04% | 4,425 | 4,425 | — | $23.89万 | 新建仓 |
| AIPO | TIDAL TRUST II | $23.09万 | 0.04% | 9,250 | 9,250 | — | $23.09万 | 新建仓 |
| PTRB | PGIM ETF TR | $22.64万 | 0.04% | 5,455 | 5,455 | — | $22.64万 | 新建仓 |
| GSK | GSK PLC | $22.52万 | 0.04% | 4,081 | 4,081 | — | $22.52万 | 新建仓 |
| NVO | NOVO-NORDISK A S | $22.51万 | 0.04% | 6,124 | 6,124 | — | $22.51万 | 新建仓 |
| TRFK | PACER FDS TR | $21.72万 | 0.04% | 3,489 | 3,489 | — | $21.72万 | 新建仓 |
| MCD | MCDONALDS CORP | $21.62万 | 0.04% | 696 | 696 | — | $21.62万 | 新建仓 |
| SLYV | SPDR SERIES TRUST | $21.62万 | 0.04% | 2,286 | 2,286 | — | $21.62万 | 新建仓 |
| QQQI | NEOS ETF TRUST | $21.37万 | 0.04% | 4,300 | 4,300 | — | $21.37万 | 新建仓 |
| FBND | FIDELITY MERRIMACK STR TR | $21.28万 | 0.04% | 4,665 | 4,665 | — | $21.28万 | 新建仓 |
| CAT | CATERPILLAR INC | $20.87万 | 0.03% | 295 | 295 | — | $20.87万 | 新建仓 |
| — | THOMSON REUTERS CORP | $20.41万 | 0.03% | 2,268 | 2,268 | — | $20.41万 | 新建仓 |
| SYY | SYSCO CORP | $20.14万 | 0.03% | 2,824 | 2,824 | — | $20.14万 | 新建仓 |
| T | AT&T INC | $20.07万 | 0.03% | 6,924 | 6,924 | — | $20.07万 | 新建仓 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $12.17万 | 0.02% | 11,000 | 11,000 | — | $12.17万 | 新建仓 |
| ON | ON SEMICONDUCTOR CORP | $0 | 0.00% | 0 | -4,425 | -100.0% | -$23.96万 | 清仓 |