Everest Private Wealth
CUPERTINO CA · SEC CIK 0002056683
$1.97亿2026Q1 申报市值
72持仓数
65.1%前十大占比 · 第一大 23.2%
10 / 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
AAUA 新建仓+$776.22万
ARES 新建仓+$560.66万
NVDA 加仓+$416.97万
AVGO 加仓+$337.55万
AMAT 新建仓+$315.13万
2026Q1 卖出最多 按季末市值估算
DFUS 减仓-$409.05万
VTI 减仓-$75.81万
MUB 清仓-$64.43万
PAAA 减仓-$56.08万
GBIL 减仓-$44.31万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| DFUS | DIMENSIONAL ETF TRUST | $4,574.22万 | 23.17% | 645,075 | -57,686 | -8.2% | -$409.05万 | 减仓 |
| AAEQ | EA SERIES TRUST | $1,769.94万 | 8.97% | 380,489 | -1,447 | -0.4% | -$6.73万 | 减仓 |
| GOOG | ALPHABET INC | $1,260.86万 | 6.39% | 43,954 | 1,156 | 2.7% | $33.16万 | 加仓 |
| GOOGL | ALPHABET INC | $1,253.82万 | 6.35% | 43,602 | 517 | 1.2% | $14.87万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $817.48万 | 4.14% | 46,874 | 23,909 | 104.1% | $416.97万 | 加仓 |
| AAUA | EA SERIES TRUST | $776.22万 | 3.93% | 158,603 | 158,603 | — | $776.22万 | 新建仓 |
| AVGO | BROADCOM INC | $673.46万 | 3.41% | 21,759 | 10,906 | 100.5% | $337.55万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $619.88万 | 3.14% | 10,374 | 286 | 2.8% | $17.09万 | 加仓 |
| ARES | ARES MANAGEMENT CORPORATION | $560.66万 | 2.84% | 224,154 | 224,154 | — | $560.66万 | 新建仓 |
| AAPL | APPLE INC | $542.99万 | 2.75% | 21,395 | 9,303 | 76.9% | $236.10万 | 加仓 |
| AMZN | AMAZON COM INC | $530.73万 | 2.69% | 25,483 | 1,683 | 7.1% | $35.05万 | 加仓 |
| IXUS | ISHARES TR | $447.72万 | 2.27% | 51,676 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $419.88万 | 2.13% | 108,049 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $409.67万 | 2.08% | 12,770 | -2,363 | -15.6% | -$75.81万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $395.60万 | 2.00% | 51,303 | 2,388 | 4.9% | $18.41万 | 加仓 |
| MSFT | MICROSOFT CORP | $351.81万 | 1.78% | 9,504 | 342 | 3.7% | $12.66万 | 加仓 |
| AMAT | APPLIED MATLS INC | $315.13万 | 1.60% | 9,220 | 9,220 | — | $315.13万 | 新建仓 |
| GSLC | GOLDMAN SACHS ETF TR | $255.54万 | 1.29% | 20,422 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $221.45万 | 1.12% | 11,287 | 69 | 0.6% | $1.35万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $217.58万 | 1.10% | 59,190 | 34,797 | 142.7% | $127.91万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $208.54万 | 1.06% | 10,866 | 4 | 0.0% | $768 | 加仓 |
| GSST | GOLDMAN SACHS ETF TR | $189.16万 | 0.96% | 37,420 | 25,467 | 213.1% | $128.74万 | 加仓 |
| DIHP | DIMENSIONAL ETF TRUST | $152.52万 | 0.77% | 47,336 | 4,470 | 10.4% | $14.40万 | 加仓 |
| V | VISA INC | $148.79万 | 0.75% | 4,923 | 37 | 0.8% | $1.12万 | 加仓 |
| GBIL | GOLDMAN SACHS ETF TR | $148.47万 | 0.75% | 14,819 | -4,423 | -23.0% | -$44.31万 | 减仓 |
| WMT | WALMART INC | $148.08万 | 0.75% | 11,915 | 8,957 | 302.8% | $111.32万 | 加仓 |
| ORCL | ORACLE CORP | $118.84万 | 0.60% | 8,078 | 1,832 | 29.3% | $26.95万 | 加仓 |
| PULS | PGIM ETF TR | $112.36万 | 0.57% | 22,698 | 888 | 4.1% | $4.40万 | 加仓 |
| IVV | ISHARES TR | $112.09万 | 0.57% | 1,716 | -251 | -12.8% | -$16.40万 | 减仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $105.73万 | 0.54% | 17,243 | -195 | -1.1% | -$1.20万 | 减仓 |
| IJS | ISHARES TR | $97.32万 | 0.49% | 8,216 | 0 | 0.0% | — | 不变 |
| — | RBB FD INC | $89.45万 | 0.45% | 8,751 | 8,751 | — | $89.45万 | 新建仓 |
| — | SOUND POINT MERIDIAN CAP INC | $86.65万 | 0.44% | 96,819 | 17,021 | 21.3% | $15.23万 | 加仓 |
| DGS | WISDOMTREE TR | $77.45万 | 0.39% | 12,888 | 1,242 | 10.7% | $7.46万 | 加仓 |
| META | META PLATFORMS INC | $74.32万 | 0.38% | 1,299 | 55 | 4.4% | $3.15万 | 加仓 |
| TSLA | TESLA INC | $71.60万 | 0.36% | 1,926 | 292 | 17.9% | $10.86万 | 加仓 |
| INTU | INTUIT | $70.87万 | 0.36% | 1,639 | 7 | 0.4% | $3,027 | 加仓 |
| CRM | SALESFORCE INC | $67.74万 | 0.34% | 3,629 | 255 | 7.6% | $4.76万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $66.39万 | 0.34% | 1,965 | 1,146 | 139.9% | $38.72万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $63.81万 | 0.32% | 10,716 | 2,324 | 27.7% | $13.84万 | 加仓 |
| LLY | ELI LILLY & CO | $62.18万 | 0.31% | 676 | 251 | 59.1% | $23.09万 | 加仓 |
| CSCO | CISCO SYS INC | $60.77万 | 0.31% | 7,832 | -2,795 | -26.3% | -$21.69万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $54.82万 | 0.28% | 1,144 | 179 | 18.5% | $8.58万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $52.56万 | 0.27% | 1,203 | -426 | -26.2% | -$18.61万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $52.29万 | 0.26% | 10,882 | -357 | -3.2% | -$1.72万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $51.63万 | 0.26% | 4,205 | 246 | 6.2% | $3.02万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $49.10万 | 0.25% | 1,669 | 95 | 6.0% | $2.79万 | 加仓 |
| PAAA | PGIM ETF TR | $48.55万 | 0.25% | 9,487 | -10,957 | -53.6% | -$56.08万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $45.12万 | 0.23% | 2,218 | 283 | 14.6% | $5.76万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $43.25万 | 0.22% | 434 | 78 | 21.9% | $7.77万 | 加仓 |
| — | EXXON MOBIL CORP | $42.35万 | 0.21% | 2,496 | 166 | 7.1% | $2.82万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $39.88万 | 0.20% | 6,224 | 37 | 0.6% | $2,371 | 加仓 |
| IEMG | ISHARES INC | $36.87万 | 0.19% | 5,286 | 856 | 19.3% | $5.97万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $30.55万 | 0.15% | 1,250 | 81 | 6.9% | $1.98万 | 加仓 |
| ABBV | ABBVIE INC | $29.67万 | 0.15% | 1,364 | 303 | 28.6% | $6.59万 | 加仓 |
| VGT | VANGUARD WORLD FD | $29.44万 | 0.15% | 422 | 0 | 0.0% | — | 不变 |
| DFAX | DIMENSIONAL ETF TRUST | $29.16万 | 0.15% | 8,585 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB STRATEGIC TR | $27.24万 | 0.14% | 11,008 | 458 | 4.3% | $1.13万 | 加仓 |
| IVW | ISHARES TR | $27.24万 | 0.14% | 2,408 | 0 | 0.0% | — | 不变 |
| EWX | SPDR INDEX SHS FDS | $26.94万 | 0.14% | 4,074 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $26.93万 | 0.14% | 1,841 | 497 | 37.0% | $7.27万 | 加仓 |
| NFLX | NETFLIX INC. | $25.73万 | 0.13% | 2,676 | 275 | 11.5% | $2.64万 | 加仓 |
| DEHP | DIMENSIONAL ETF TRUST | $24.86万 | 0.13% | 7,358 | 7,358 | — | $24.86万 | 新建仓 |
| MA | MASTERCARD INCORPORATED | $24.43万 | 0.12% | 489 | 14 | 2.9% | $6,995 | 加仓 |
| BAC | BANK AMERICA CORP | $23.45万 | 0.12% | 4,811 | 774 | 19.2% | $3.77万 | 加仓 |
| HD | HOME DEPOT INC | $23.32万 | 0.12% | 709 | 94 | 15.3% | $3.09万 | 重新持有 |
| GE | GE AEROSPACE | $23.21万 | 0.12% | 818 | 137 | 20.1% | $3.89万 | 重新持有 |
| GEV | GE VERNOVA INC | $21.47万 | 0.11% | 246 | 246 | — | $21.47万 | 新建仓 |
| ZS | ZSCALER INC | $21.45万 | 0.11% | 1,529 | 1,529 | — | $21.45万 | 新建仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $21.04万 | 0.11% | 3,469 | 3,469 | — | $21.04万 | 新建仓 |
| KLAC | KLA CORP | $20.76万 | 0.11% | 141 | 141 | — | $20.76万 | 新建仓 |
| WDC | WESTERN DIGITAL CORP | $20.58万 | 0.10% | 761 | 761 | — | $20.58万 | 新建仓 |
| MUB | ISHARES TR | $0 | 0.00% | 0 | -6,015 | -100.0% | -$64.43万 | 清仓 |
| SPY | SPDR S&P 500 ETF TR | $0 | 0.00% | 0 | -544 | -100.0% | -$37.13万 | 清仓 |
| SNPS | SYNOPSYS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |