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 |
|---|---|---|---|---|---|---|---|---|
| GRID | FIRST TR EXCHANGE-TRADED FD | $20.52万 | 0.03% | 1,070 | 1,070 | — | $20.52万 | 新建仓 |
| CARY | ANGEL OAK FUNDS TRUST | $20.31万 | 0.03% | 9,774 | -2,486 | -20.3% | -$5.17万 | 减仓 |
| NXPI | NXP SEMICONDUCTORS N V | $20.26万 | 0.03% | 721 | -315 | -30.4% | -$8.85万 | 重新持有 |
| FPX | FIRST TR EXCHANGE-TRADED FD | $20.24万 | 0.03% | 982 | 982 | — | $20.24万 | 新建仓 |
| XLSR | SSGA ACTIVE TR | $20.07万 | 0.03% | 3,095 | 3,095 | — | $20.07万 | 新建仓 |
| XSMO | INVESCO EXCHANGE TRADED FD T | $20.01万 | 0.03% | 2,137 | 2,137 | — | $20.01万 | 新建仓 |
| — | PUTNAM ETF TRUST | $19.20万 | 0.03% | 21,533 | 21,533 | — | $19.20万 | 新建仓 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $11.28万 | 0.02% | 10,374 | -626 | -5.7% | -$6,805 | 减仓 |
| 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 |