Everest Financial Group LLC
CIK 2056391 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $738.4M
- 持仓
- 208
- 截至
- 2026年6月30日
按 13F 价值排名第 2987（共 9443） · 前 31.6%
投资组合价值同比（季度）：+21.6% 13F不披露现金
- 前十大持仓权重
- 39.37%
- 前二十五大持仓权重
- 66.73%
- 持仓高于 1%
- 26
- 有效持仓数量
- 44.2
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q2 2026: 3.65% 估计买入 $34166340 · 卖出 $24533891
- 新仓位
- 22
- 增加
- 91
- 减少
- 81
- 已结清
- 13
本页内容
行业细分
Technology
36.4%
Communication Services
8.0%
Retail
5.3%
Industrials
3.4%
Financial Services
3.1%
Healthcare
2.5%
Energy
1.4%
Financials
1.3%
Consumer Discretionary
0.8%
Materials
0.5%
Consumer products
0.2%
Consumer Staples
0.2%
Real Estate
0.2%
Telecommunication
0.1%
Utilities
0.1%
Communications
0.1%
其他/未映射
36.3%
完整投资组合 208 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| GOOGL Alphabet Inc. - Class A Common Stock | $36583623 | 4.95% | 102368 | $7432115 | 上涨 ×2 | ||
| AMZN Amazon.com, Inc. - Common Stock | $35195197 | 4.77% | 147668 | $4423716 | 下跌 ×1 | ||
| RWL | $32197891 | 4.36% | 252019 | $3488747 | 上涨 ×2 | ||
| NVDA NVIDIA Corporation - Common Stock | $31696596 | 4.29% | 158412 | $4158787 | 上涨 ×2 | ||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $29925492 | 4.05% | 62662 | $8857350 | 上涨 ×2 | ||
| MSFT Microsoft Corporation - Common Stock | $29254209 | 3.96% | 78425 | $282471 | 上涨 ×2 | ||
| MU Micron Technology, Inc. - Common Stock | $25548270 | 3.46% | 22133 | $18274519 | 上涨 ×2 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $24129259 | 3.27% | 41537 | $15510947 | 下跌 ×1 | ||
| PANW Palo Alto Networks, Inc. - Common Stock | $23464222 | 3.18% | 68806 | $12969354 | 上涨 ×2 | ||
| AAPL Apple Inc. - Common Stock | $22716519 | 3.08% | 78507 | $1668677 | 下跌 ×1 | ||
| SCHD | $20199246 | 2.74% | 637000 | $-1895617 | 下跌 ×2 | ||
| AVGO Broadcom Inc. - Common Stock | $18788397 | 2.54% | 49737 | $4603488 | 上涨 ×2 | ||
| CRWD CrowdStrike Holdings, Inc. - Class A Common Stock | $16931024 | 2.29% | 22186 | $8321703 | 上涨 ×2 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $15542832 | 2.10% | 27592 | $409914 | 上涨 ×2 | ||
| JEPI | $15477093 | 2.10% | 274028 | $258686 | 上涨 ×2 | ||
| XMHQ | $14866526 | 2.01% | 131701 | $-1276741 | 下跌 ×2 | ||
| ASML ASML Holding N.V. - New York Registry Shares | $13721168 | 1.86% | 6897 | $4397429 | 下跌 ×1 | ||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $13584045 | 1.84% | 32682 | $4393798 | 下跌 ×1 | ||
| V Visa Inc. | $11448143 | 1.55% | 33367 | $1219291 | 下跌 ×1 | ||
| SCHG | $11003482 | 1.49% | 325161 | $1318923 | 下跌 ×1 | ||
| BRKB | $10729862 | 1.45% | 21443 | $455814 | 上涨 ×2 | ||
| VOO | $10673331 | 1.45% | 15541 | $1449955 | 上涨 ×1 | ||
| XLF XLF | $10077806 | 1.36% | 187983 | $614558 | 下跌 ×1 | ||
| NOW ServiceNow, Inc. Common Stock | $9641733 | 1.31% | 97117 | $-1311866 | 下跌 ×1 | ||
| DELL Dell Technologies Inc. Class C Common Stock | $9392892 | 1.27% | 21770 | $5983251 | 上涨 ×2 | ||
| IWY | $8030790 | 1.09% | 27633 | $1151228 | 下跌 ×1 | ||
| ETN Eaton Corporation, PLC Ordinary Shares | $7321593 | 0.99% | 17182 | $1228684 | 上涨 ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $7055370 | 0.96% | 19968 | $1199156 | 下跌 ×1 | ||
| UBER Uber Technologies, Inc. Common Stock | $6681799 | 0.90% | 92597 | $6767 | 下跌 ×1 | ||
| DFAC | $5938742 | 0.80% | 133876 | $847502 | 上涨 ×1 | ||
| ET Energy Transfer LP Common Units | $5822069 | 0.79% | 304501 | $-136352 | 下跌 ×2 | ||
| FEGE First Eagle Global Equity ETF | $5460157 | 0.74% | 111614 | $2986406 | 上涨 ×1 | ||
| DAL Delta Air Lines, Inc. Common Stock | $5442023 | 0.74% | 58104 | $1523744 | 下跌 ×2 | ||
| VGT | $5427756 | 0.74% | 45413 | $1490610 | 上涨 ×1 | ||
| IAU | $5321114 | 0.72% | 70469 | $-914090 | 下跌 ×1 | ||
| FLOT | $5127905 | 0.69% | 100449 | $-377312 | 下跌 ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $4628921 | 0.63% | 14142 | $437533 | 下跌 ×1 | ||
| TSLA Tesla, Inc. - Common Stock | $4383913 | 0.59% | 10423 | $513623 | 上涨 ×2 | ||
| MA Mastercard Incorporated Common Stock | $4366909 | 0.59% | 8503 | $412567 | 上涨 ×2 | ||
| CRM Salesforce, Inc. Common Stock | $3935354 | 0.53% | 25120 | $-2507083 | 下跌 ×1 | ||
| DFUS | $3914462 | 0.53% | 47772 | $584968 | 上涨 ×1 | ||
| PVAL | $3879934 | 0.53% | 76152 | $1282091 | 上涨 ×2 | ||
| NOBL | $3632204 | 0.49% | 64676 | $242640 | 上涨 ×1 | ||
| DFAI | $3447360 | 0.47% | 83572 | $209454 | 上涨 ×1 | ||
| AMAT Applied Materials, Inc. - Common Stock | $3018987 | 0.41% | 4176 | $1529079 | 下跌 ×1 | ||
| XOM Exxon Mobil Corporation Common Stock | $2992411 | 0.41% | 21888 | $-712372 | 上涨 ×2 | ||
| IVV | $2990164 | 0.40% | 3993 | $380908 | 下跌 ×1 | ||
| FENI | $2948970 | 0.40% | 73485 | $-484214 | 下跌 ×1 | ||
| DUSB | $2885560 | 0.39% | 56825 | $-176367 | 下跌 ×1 | ||
| XLI XLI | $2876807 | 0.39% | 15531 | $382769 | 上涨 ×1 | ||
| FNDF | $2849738 | 0.39% | 54013 | 上涨 ×1 | |||
| QTUM Defiance Quantum ETF | $2658993 | 0.36% | 16078 | $906784 | 下跌 ×1 | ||
| JPIE | $2625538 | 0.36% | 57015 | $-198915 | 下跌 ×1 | ||
| TLT iShares 20+ Year Treasury Bond ETF | $2490044 | 0.34% | 28813 | $-16410 | 下跌 ×1 | ||
| XMVM | $2487276 | 0.34% | 35072 | $191535 | 下跌 ×1 | ||
| ECL Ecolab Inc. Common Stock | $2424123 | 0.33% | 8701 | $114253 | 上涨 ×2 | ||
| DUHP | $2376247 | 0.32% | 56943 | $374988 | 上涨 ×1 | ||
| RDVY First Trust Rising Dividend Achievers ETF | $2234824 | 0.30% | 27570 | $340054 | 下跌 ×1 | ||
| JAAA | $2148221 | 0.29% | 42547 | $-47070 | 下跌 ×1 | ||
| XLP XLP | $2046171 | 0.28% | 24632 | $192612 | 上涨 ×1 | ||
| XMMO | $2029584 | 0.27% | 11929 | $1774210 | 上涨 ×1 | ||
| DFAU | $1867965 | 0.25% | 36138 | $238581 | 上涨 ×1 | ||
| COST Costco Wholesale Corporation - Common Stock | $1859955 | 0.25% | 1989 | $-101003 | 上涨 ×2 | ||
| GS Goldman Sachs Group, Inc. (The) Common Stock | $1859577 | 0.25% | 1839 | $114870 | 下跌 ×1 | ||
| BUFR | $1761550 | 0.24% | 48222 | $218531 | 上涨 ×2 | ||
| SDVY First Trust SMID Cap Rising Dividend Achievers ETF | $1749327 | 0.24% | 40550 | $245072 | 上涨 ×1 | ||
| XLE XLE | $1729705 | 0.23% | 32569 | $-328284 | 下跌 ×1 | ||
| SPYG | $1719337 | 0.23% | 14449 | $298809 | 下跌 ×1 | ||
| VTI | $1707552 | 0.23% | 4615 | $352158 | 上涨 ×1 | ||
| GGG Graco Inc. Common Stock | $1600264 | 0.22% | 21165 | $-190991 | 上涨 ×2 | ||
| XLU XLU | $1542694 | 0.21% | 34025 | $17200 | 上涨 ×1 | ||
| WCC WESCO International, Inc. Common Stock | $1461794 | 0.20% | 4232 | $125813 | 下跌 ×1 | ||
| DIHP | $1437036 | 0.19% | 42111 | $118273 | 上涨 ×1 | ||
| GLD | $1434103 | 0.19% | 3893 | $-225526 | 上涨 ×2 | ||
| SCHW Charles Schwab Corporation (The) Common Stock | $1424839 | 0.19% | 15442 | $-30859 | 下跌 ×2 | ||
| DFAE | $1373023 | 0.19% | 34146 | $220838 | 上涨 ×1 | ||
| RSPT | $1366881 | 0.19% | 21192 | $407780 | 上涨 ×1 | ||
| FDVV | $1340042 | 0.18% | 22227 | $-1491 | 下跌 ×1 | ||
| XLK XLK | $1319209 | 0.18% | 6924 | $399403 | 上涨 ×2 | ||
| MRVL Marvell Technology, Inc. - Common Stock | $1304759 | 0.18% | 4380 | $834271 | 下跌 ×1 | ||
| MS Morgan Stanley Common Stock | $1288905 | 0.17% | 6166 | $263512 | 下跌 ×1 | ||
| XLV XLV | $1267954 | 0.17% | 7991 | $79016 | 下跌 ×1 | ||
| VHT | $1245504 | 0.17% | 4166 | $38352 | 下跌 ×2 | ||
| USB U.S. Bancorp Common Stock | $1244391 | 0.17% | 20602 | $182032 | 上涨 ×2 | ||
| MRK Merck & Company, Inc. Common Stock (new) | $1243605 | 0.17% | 9678 | $-16518 | 下跌 ×1 | ||
| C Citigroup, Inc. Common Stock | $1220549 | 0.17% | 8720 | $231533 | |||
| DFAS | $1211803 | 0.16% | 14717 | $188896 | 上涨 ×1 | ||
| DFIV | $1205251 | 0.16% | 22311 | $44634 | 上涨 ×1 | ||
| HSBC HSBC Holdings, plc. Common Stock | $1147451 | 0.16% | 12067 | $152044 | |||
| PG Procter & Gamble Company (The) Common Stock | $1135875 | 0.15% | 7746 | $-77897 | 下跌 ×1 | ||
| TGT Target Corporation Common Stock | $1062337 | 0.14% | 8134 | $57944 | 下跌 ×1 | ||
| FICO Fair Isaac Corporation Common Stock | $1060965 | 0.14% | 888 | $-309757 | 下跌 ×1 | ||
| PULS | $1040905 | 0.14% | 21007 | $639149 | 上涨 ×2 | ||
| QQQ Invesco QQQ Trust, Series 1 | $1032939 | 0.14% | 1403 | $312731 | 上涨 ×1 | ||
| KO Coca-Cola Company (The) Common Stock | $1030390 | 0.14% | 12680 | $-52134 | 下跌 ×1 | ||
| PTRB | $1008093 | 0.14% | 24315 | $781661 | 上涨 ×1 | ||
| JEPQ JPMorgan Nasdaq Equity Premium Income ETF | $1007449 | 0.14% | 16392 | 上涨 ×1 | |||
| RPV | $1002930 | 0.14% | 8812 | $201648 | 上涨 ×1 | ||
| BKNG Booking Holdings Inc. - Common Stock | $969449 | 0.13% | 5439 | $-40845 | 上涨 ×1 | ||
| AMLP | $939937 | 0.13% | 18128 | $-233935 | 下跌 ×1 | ||
| 无匹配项 | |||||||
最大新仓位
本季度新开仓位，按规模从大到小排序。
| 证券 | 价值 | 股份 | % 占投资组合 |
|---|---|---|---|
| FNDF | $2849738 | 54013 | 0.39% |
| JEPQ | $1007449 | 16392 | 0.14% |
| RTX | $815078 | 4296 | 0.11% |
| HPE | $703310 | 15591 | 0.10% |
| QQQM | $685022 | 2261 | 0.09% |
| JBND | $649994 | 12149 | 0.09% |
| 未知发行人 (CUSIP: 84615Q103) | $491393 | 2876 | 0.07% |
| SMH | $418647 | 638 | 0.06% |
| INTC | $381296 | 2731 | 0.05% |
| ARTY | $360237 | 4730 | 0.05% |
| TER | $309495 | 639 | 0.04% |
| COPX | $246304 | 3200 | 0.03% |
| IWF | $222539 | 1792 | 0.03% |
| FBT | $215849 | 871 | 0.03% |
| IJH | $211121 | 2738 | 0.03% |
季度涨幅榜
已退出持仓
包含公司事件（合并、退市）——并非所有退出都是卖出
已关闭的头寸反映了 13F 报告的变更；对于指数管理人来说，这些通常是机械性的（退市、并购、指数再平衡），而不是主动决策。
| 证券 | 季度 | 先前持股数 | 先前价值 | 退出后价格 |
|---|---|---|---|---|
| PSLV | 2026年6月30日 | 188965 | $4608856 | 不再跟踪 |
| SILA | 2026年6月30日 | 29543 | $699586 | 不再跟踪 |
| FTCS | 2026年6月30日 | 6866 | $636877 | |
| ADBE | 2026年6月30日 | 1515 | $368266 | 33.1% |
| NFLX | 2026年6月30日 | 2705 | $260087 | 11.4% |
| CELH | 2026年6月30日 | 7053 | $250240 | 10.4% |
| WK | 2026年6月30日 | 4182 | $249373 | 51.8% |
| BP | 2026年6月30日 | 5257 | $247085 | 22.4% |
| ON | 2026年3月31日 | 4425 | $239614 | 21.3% |
| GSK | 2026年6月30日 | 4081 | $225230 | -1.3% |
| NXPI | 2026年3月31日 | 1036 | $224874 | 14.3% |
| MCD | 2026年6月30日 | 696 | $216178 | -0.6% |
| FBND | 2026年6月30日 | 4665 | $212822 | 不再跟踪 |
| PEGA | 2026年3月31日 | 3526 | $210550 | -22.0% |
| TRI | 2026年6月30日 | 2268 | $204075 | 29.1% |
| T | 2026年6月30日 | 6924 | $200750 | 22.6% |