Everest Financial Group LLC 13F 持仓 · 2026年Q2
Everest Financial Group 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 208 只证券，申报市值合计 7.38 亿美元。前几大持仓：GOOGL（4.95%）、AMZN（4.77%）、RWL（4.36%）。本季前 25 大持仓中：增持 14 只、减持 11 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET INC | $36.6M | 4.95% | 102,368 | 增持 |
| 2 | AMZN | AMAZON COM INC | $35.2M | 4.77% | 147,668 | 减持 |
| 3 | RWL | INVESCO EXCH TRADED FD TR II | $32.2M | 4.36% | 252,019 | 增持 |
| 4 | NVDA | NVIDIA CORPORATION | $31.7M | 4.29% | 158,412 | 增持 |
| 5 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $29.9M | 4.05% | 62,662 | 增持 |
| 6 | MSFT | MICROSOFT CORP | $29.3M | 3.96% | 78,425 | 增持 |
| 7 | MU | MICRON TECHNOLOGY INC | $25.5M | 3.46% | 22,133 | 增持 |
| 8 | AMD | ADVANCED MICRO DEVICES INC | $24.1M | 3.27% | 41,537 | 减持 |
| 9 | PANW | PALO ALTO NETWORKS INC | $23.5M | 3.18% | 68,806 | 增持 |
| 10 | AAPL | APPLE INC | $22.7M | 3.08% | 78,507 | 减持 |
| 11 | SCHD | SCHWAB STRATEGIC TR | $20.2M | 2.74% | 637,000 | 减持 |
| 12 | AVGO | BROADCOM INC | $18.8M | 2.54% | 49,737 | 增持 |
| 13 | CRWD | CROWDSTRIKE HLDGS INC | $16.9M | 2.29% | 22,186 | 增持 |
| 14 | JEPI | J P MORGAN EXCHANGE TRADED F | $15.5M | 2.10% | 274,028 | 增持 |
| 15 | META | META PLATFORMS INC | $15.5M | 2.10% | 27,592 | 增持 |
| 16 | XMHQ | INVESCO EXCHANGE TRADED FD T | $14.9M | 2.01% | 131,701 | 减持 |
| 17 | ASML | ASML HLDG NV | $13.7M | 1.86% | 6,897 | 减持 |
| 18 | UNH | UNITEDHEALTH GROUP INC | $13.6M | 1.84% | 32,682 | 减持 |
| 19 | V | VISA INC | $11.4M | 1.55% | 33,367 | 减持 |
| 20 | SCHG | SCHWAB STRATEGIC TR | $11.0M | 1.49% | 325,161 | 减持 |
| 21 | BRKB | BERKSHIRE HATHAWAY INC DEL | $10.7M | 1.45% | 21,443 | 增持 |
| 22 | VOO | VANGUARD INDEX FDS | $10.7M | 1.45% | 15,541 | 增持 |
| 23 | XLF | SELECT SECTOR SPDR TR | $10.1M | 1.36% | 187,983 | 减持 |
| 24 | NOW | SERVICENOW INC | $9.6M | 1.31% | 97,117 | 减持 |
| 25 | DELL | DELL TECHNOLOGIES INC | $9.4M | 1.27% | 21,770 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR