Everest Private Wealth
CUPERTINO CA · SEC CIK 0002056683
$2.68亿2026Q2 申报市值
85持仓数
65.1%前十大占比 · 第一大 21.0%
16 / 4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
GBIL 加仓+$2,483.85万
RBB FD INC 加仓+$578.71万
ANET 加仓+$447.33万
DFUS 加仓+$340.08万
GOOG 加仓+$215.99万
2026Q2 卖出最多 按季末市值估算
ARES 清仓-$560.66万
AMAT 减仓-$350.29万
AVGO 减仓-$328.34万
AAUA 减仓-$267.68万
GSST 减仓-$125.82万
2026Q2 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| ARES | ARES MANAGEMENT CORPORATION | $0 | 0.00% | 0 | -224,154 | -100.0% | -$560.66万 | 清仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | -1,841 | -100.0% | -$26.93万 | 清仓 |
| HD | HOME DEPOT INC | $0 | 0.00% | 0 | -709 | -100.0% | -$23.32万 | 清仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $0 | 0.00% | 0 | -3,469 | -100.0% | -$21.04万 | 清仓 |
| CVX | CHEVRON CORPORATION | $20.01万 | 0.07% | 1,207 | 1,207 | — | $20.01万 | 新建仓 |
| NFLX | NETFLIX INC. | $21.71万 | 0.08% | 3,041 | 365 | 13.6% | $2.61万 | 加仓 |
| MS | MORGAN STANLEY | $22.14万 | 0.08% | 1,059 | 1,059 | — | $22.14万 | 新建仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $22.61万 | 0.08% | 804 | 804 | — | $22.61万 | 新建仓 |
| PG | PROCTER & GAMBLE CO | $22.67万 | 0.08% | 1,546 | 1,546 | — | $22.67万 | 新建仓 |
| MRK | MERCK & CO INC | $22.73万 | 0.08% | 1,769 | 1,769 | — | $22.73万 | 新建仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $23.06万 | 0.09% | 239 | 239 | — | $23.06万 | 新建仓 |
| MA | MASTERCARD INCORPORATED | $24.24万 | 0.09% | 472 | -17 | -3.5% | -$8,731 | 减仓 |
| GE | GE AEROSPACE | $27.62万 | 0.10% | 739 | -79 | -9.7% | -$2.95万 | 减仓 |
| BAC | BANK OF AMER CORP | $28.12万 | 0.10% | 4,935 | 124 | 2.6% | $7,066 | 加仓 |
| LRCX | LAM RESEARCH CORP | $28.77万 | 0.11% | 664 | 664 | — | $28.77万 | 新建仓 |
| CAT | CATERPILLAR INC | $28.97万 | 0.11% | 272 | 272 | — | $28.97万 | 新建仓 |
| EWX | SPDR INDEX SHS FDS | $30.27万 | 0.11% | 4,074 | 0 | 0.0% | — | 不变 |
| ZS | ZSCALER INC | $30.43万 | 0.11% | 2,156 | 627 | 41.0% | $8.85万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $30.49万 | 0.11% | 11,008 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $31.04万 | 0.12% | 9,790 | 9,790 | — | $31.04万 | 新建仓 |
| UNH | UNITEDHEALTH GROUP INC | $31.35万 | 0.12% | 754 | 754 | — | $31.35万 | 新建仓 |
| ABBV | ABBVIE INC | $31.51万 | 0.12% | 1,252 | -112 | -8.2% | -$2.82万 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $31.63万 | 0.12% | 8,585 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $32.31万 | 0.12% | 275 | 29 | 11.8% | $3.41万 | 加仓 |
| IVW | ISHARES TR | $33.12万 | 0.12% | 2,408 | 0 | 0.0% | — | 不变 |
| CDNS | CADENCE DESIGN SYSTEM INC | $33.14万 | 0.12% | 883 | 883 | — | $33.14万 | 新建仓 |
| SNDK | SANDISK CORP | $33.42万 | 0.12% | 147 | 147 | — | $33.42万 | 新建仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $34.57万 | 0.13% | 453 | 453 | — | $34.57万 | 新建仓 |
| — | EXXON MOBIL CORP | $35.15万 | 0.13% | 2,571 | 75 | 3.0% | $1.03万 | 加仓 |
| PAAA | PGIM ETF TR | $35.60万 | 0.13% | 6,944 | -2,543 | -26.8% | -$13.04万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $36.56万 | 0.14% | 1,440 | 190 | 15.2% | $4.82万 | 加仓 |
| SOXX | ISHARES TR | $38.45万 | 0.14% | 600 | 600 | — | $38.45万 | 新建仓 |
| KLAC | KLA CORP | $41.27万 | 0.15% | 1,368 | -42 | -3.0% | -$1.27万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $42.47万 | 0.16% | 454 | 20 | 4.6% | $1.87万 | 加仓 |
| INTU | INTUIT | $43.12万 | 0.16% | 1,652 | 13 | 0.8% | $3,393 | 加仓 |
| IEMG | ISHARES INC | $43.79万 | 0.16% | 5,286 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $44.35万 | 0.17% | 6,224 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $44.65万 | 0.17% | 3,198 | 3,198 | — | $44.65万 | 新建仓 |
| DEHP | DIMENSIONAL ETF TRUST | $44.92万 | 0.17% | 10,502 | 3,144 | 42.7% | $13.45万 | 加仓 |
| VGT | VANGUARD WORLD FD | $45.13万 | 0.17% | 3,776 | 400 | 11.8% | $4.78万 | 加仓 |
| CRM | SALESFORCE INC | $52.48万 | 0.20% | 3,350 | -279 | -7.7% | -$4.37万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $52.70万 | 0.20% | 10,882 | 0 | 0.0% | — | 不变 |
| WDC | WESTERN DIGITAL CORP | $55.12万 | 0.21% | 863 | 102 | 13.4% | $6.51万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $56.63万 | 0.21% | 1,730 | 61 | 3.7% | $2.00万 | 加仓 |
| LLY | ELI LILLY & CO | $61.29万 | 0.23% | 511 | -165 | -24.4% | -$19.79万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $61.60万 | 0.23% | 1,231 | 87 | 7.6% | $4.35万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $62.19万 | 0.23% | 7,219 | 1 | 0.0% | $86 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $63.20万 | 0.24% | 10,716 | 0 | 0.0% | — | 不变 |
| GSST | GOLDMAN SACHS ETF TR | $63.43万 | 0.24% | 12,542 | -24,878 | -66.5% | -$125.82万 | 减仓 |
| WMT | WALMART INC | $64.73万 | 0.24% | 5,715 | -6,200 | -52.0% | -$70.22万 | 减仓 |
| PULS | PGIM ETF TR | $85.97万 | 0.32% | 17,349 | -5,349 | -23.6% | -$26.50万 | 减仓 |
| DGS | WISDOMTREE TR | $87.88万 | 0.33% | 13,581 | 693 | 5.4% | $4.48万 | 加仓 |
| CSCO | CISCO SYS INC | $98.91万 | 0.37% | 8,421 | 589 | 7.5% | $6.92万 | 加仓 |
| — | SOUND POINT MERIDIAN CAP INC | $99.43万 | 0.37% | 100,437 | 3,618 | 3.7% | $3.58万 | 加仓 |
| EQAL | INVESCO EXCH TRADED FD TR II | $100.69万 | 0.38% | 16,993 | 16,993 | — | $100.69万 | 新建仓 |
| META | META PLATFORMS INC | $110.07万 | 0.41% | 1,954 | 655 | 50.4% | $36.90万 | 加仓 |
| IJS | ISHARES TR | $112.30万 | 0.42% | 8,216 | 0 | 0.0% | — | 不变 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $122.92万 | 0.46% | 17,006 | -237 | -1.4% | -$1.71万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $127.43万 | 0.48% | 1,104 | -861 | -43.8% | -$99.38万 | 减仓 |
| IVV | ISHARES TR | $128.51万 | 0.48% | 1,716 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $129.38万 | 0.48% | 3,076 | 1,150 | 59.7% | $48.37万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $138.02万 | 0.51% | 2,376 | 158 | 7.1% | $9.18万 | 加仓 |
| ORCL | ORACLE CORP | $153.95万 | 0.57% | 10,505 | 2,427 | 30.0% | $35.57万 | 加仓 |
| SNPS | SYNOPSYS INC | $163.48万 | 0.61% | 3,665 | 3,216 | 716.3% | $143.46万 | 重新持有 |
| DIHP | DIMENSIONAL ETF TRUST | $210.58万 | 0.79% | 61,708 | 14,372 | 30.4% | $49.04万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $231.28万 | 0.86% | 10,870 | 4 | 0.0% | $851 | 加仓 |
| VTV | VANGUARD INDEX FDS | $246.13万 | 0.92% | 11,294 | 7 | 0.1% | $1,526 | 加仓 |
| V | VISA INC | $247.81万 | 0.92% | 7,223 | 2,300 | 46.7% | $78.91万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $249.63万 | 0.93% | 59,820 | 630 | 1.1% | $2.63万 | 加仓 |
| GSLC | GOLDMAN SACHS ETF TR | $289.77万 | 1.08% | 20,422 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $316.31万 | 1.18% | 4,375 | -4,845 | -52.5% | -$350.29万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $472.58万 | 1.76% | 12,771 | 1 | 0.0% | $370 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $479.31万 | 1.79% | 108,049 | 0 | 0.0% | — | 不变 |
| IXUS | ISHARES TR | $493.20万 | 1.84% | 51,676 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $493.61万 | 1.84% | 13,067 | -8,692 | -39.9% | -$328.34万 | 减仓 |
| MSFT | MICROSOFT CORP | $503.09万 | 1.88% | 13,487 | 3,983 | 41.9% | $148.57万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $518.76万 | 1.94% | 30,537 | 26,332 | 626.2% | $447.33万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $556.20万 | 2.08% | 65,060 | 13,757 | 26.8% | $117.61万 | 加仓 |
| AMZN | AMAZON COM INC | $619.16万 | 2.31% | 25,978 | 495 | 1.9% | $11.80万 | 加仓 |
| AAUA | EA SERIES TRUST | $635.13万 | 2.37% | 111,578 | -47,025 | -29.6% | -$267.68万 | 减仓 |
| — | RBB FD INC | $668.53万 | 2.49% | 65,135 | 56,384 | 644.3% | $578.71万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $712.67万 | 2.66% | 10,376 | 2 | 0.0% | $1,374 | 加仓 |
| AAPL | APPLE INC | $767.62万 | 2.86% | 26,528 | 5,133 | 24.0% | $148.53万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,058.17万 | 3.95% | 52,884 | 6,010 | 12.8% | $120.26万 | 加仓 |
| GOOGL | ALPHABET INC | $1,582.76万 | 5.91% | 44,289 | 687 | 1.6% | $24.55万 | 加仓 |
| GOOG | ALPHABET INC | $1,769.01万 | 6.60% | 50,067 | 6,113 | 13.9% | $215.99万 | 加仓 |
| AAEQ | EA SERIES TRUST | $1,999.52万 | 7.46% | 375,942 | -4,547 | -1.2% | -$24.18万 | 减仓 |
| GBIL | GOLDMAN SACHS ETF TR | $2,632.27万 | 9.82% | 262,807 | 247,988 | 1,673.4% | $2,483.85万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $5,625.83万 | 20.99% | 686,579 | 41,504 | 6.4% | $340.08万 | 加仓 |