Everhart Financial Group, Inc. 13F 持仓 · 2026年Q3
Everhart Financial Group 在 2026年Q3（报告期截至 2026-09-30）的 SEC 13F 申报中报告了 495 只证券，申报市值合计 16.23 亿美元。前几大持仓：VUG（12.47%）、VTV（12.29%）、VOT（4.22%）。本季前 25 大持仓中：增持 19 只、减持 6 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VUG | VANGUARD INDEX FDS | $202.3M | 12.47% | 2.2M | 增持 |
| 2 | VTV | VANGUARD INDEX FDS | $199.4M | 12.29% | 922,916 | 增持 |
| 3 | VOT | VANGUARD INDEX FDS | $68.4M | 4.22% | 234,303 | 增持 |
| 4 | VOE | VANGUARD INDEX FDS | $66.9M | 4.12% | 342,034 | 增持 |
| 5 | VBR | VANGUARD INDEX FDS | $63.6M | 3.92% | 275,370 | 增持 |
| 6 | VTI | VANGUARD INDEX FDS | $62.8M | 3.87% | 167,850 | 减持 |
| 7 | SLYG | SPDR SERIES TRUST | $60.8M | 3.74% | 567,965 | 增持 |
| 8 | DFAI | DIMENSIONAL ETF TRUST | $58.2M | 3.58% | 1.4M | 增持 |
| 9 | NVDA | NVIDIA CORPORATION | $57.1M | 3.52% | 250,133 | 增持 |
| 10 | AAPL | APPLE INC | $54.7M | 3.37% | 164,127 | 减持 |
| 11 | MSFT | MICROSOFT CORP | $32.1M | 1.98% | 62,525 | 增持 |
| 12 | DFAE | DIMENSIONAL ETF TRUST | $29.8M | 1.83% | 757,265 | 增持 |
| 13 | BIV | VANGUARD BD INDEX FDS | $26.8M | 1.65% | 368,484 | 减持 |
| 14 | AMZN | AMAZON COM INC | $19.1M | 1.18% | 76,804 | 增持 |
| 15 | GOOGL | ALPHABET INC | $16.6M | 1.02% | 48,279 | 增持 |
| 16 | META | META PLATFORMS INC | $14.6M | 0.90% | 20,178 | 增持 |
| 17 | GOOG | ALPHABET INC | $14.4M | 0.89% | 42,263 | 增持 |
| 18 | AVGO | BROADCOM INC | $12.7M | 0.78% | 36,185 | 增持 |
| 19 | MU | MICRON TECHNOLOGY INC | $12.3M | 0.76% | 11,506 | 增持 |
| 20 | SCHG | SCHWAB STRATEGIC TR | $12.1M | 0.75% | 337,943 | 减持 |
| 21 | VWO | VANGUARD INTL EQUITY INDEX F | $11.9M | 0.74% | 201,314 | 减持 |
| 22 | AMD | ADVANCED MICRO DEVICES INC | $11.7M | 0.72% | 19,130 | 增持 |
| 23 | SCHB | SCHWAB STRATEGIC TR | $11.7M | 0.72% | 398,459 | 减持 |
| 24 | VOO | VANGUARD INDEX FDS | $10.6M | 0.65% | 15,158 | 增持 |
| 25 | LLY | ELI LILLY & CO | $9.6M | 0.59% | 8,273 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-09-30
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