Everest Private Wealth
CIK 2056683 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $268.0M
- 持仓
- 85
- 截至
- 2026年6月30日
按 13F 价值排名第 5517（共 9443） · 前 58.4%
投资组合价值同比（季度）：+35.8% 13F不披露现金
- 前十大持仓权重
- 65.11%
- 前二十五大持仓权重
- 87.23%
- 持仓高于 1%
- 20
- 有效持仓数量
- 13.3
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q2 2026: 8.46% 估计买入 $57939026 · 卖出 $19699375
中位数持有期：6.0 季度 跟踪时间 Q4 2024–Q2 2026 · 85.0% 仍持有
- 新仓位
- 17
- 增加
- 40
- 减少
- 15
- 已结清
- 4
本页内容
行业细分
Technology
15.5%
Communication Services
13.0%
Retail
2.7%
Communications
2.3%
Financial Services
1.5%
Healthcare
0.7%
Consumer Discretionary
0.5%
Financials
0.3%
Industrials
0.3%
Energy
0.2%
Consumer products
0.1%
其他/未映射
62.9%
完整投资组合 85 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| DFUS | $56258259 | 20.99% | 686579 | $10516026 | 上涨 ×1 | ||
| GBIL | $26322749 | 9.82% | 262807 | $24838033 | 上涨 ×1 | ||
| AAEQ Alpha Architect US Equity 2 ETF | $19995183 | 7.46% | 375942 | $2295830 | 下跌 ×2 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $17690078 | 6.60% | 50067 | $5081434 | 上涨 ×3 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $15827560 | 5.91% | 44289 | $3289369 | 上涨 ×2 | ||
| NVDA NVIDIA Corporation - Common Stock | $10581655 | 3.95% | 52884 | $2406829 | 上涨 ×6 | ||
| AAPL Apple Inc. - Common Stock | $7676195 | 2.86% | 26528 | $2246312 | 上涨 ×2 | ||
| VOO | $7126658 | 2.66% | 10376 | $927873 | 上涨 ×2 | ||
| CPAG F/m Compoundr U.S. Aggregate Bond ETF | $6685333 | 2.49% | 65135 | $5790834 | 上涨 ×1 | ||
| 未知发行人 (CUSIP: 02072Q275) | $6351347 | 2.37% | 111578 | $-1410808 | 下跌 ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $6191597 | 2.31% | 25978 | $884253 | 上涨 ×6 | ||
| VXUS Vanguard Total International Stock ETF | $5562015 | 2.08% | 65060 | $1606065 | 上涨 ×5 | ||
| ANET Arista Networks, Inc. Common Stock | $5187626 | 1.94% | 30537 | $4671336 | 上涨 ×6 | ||
| MSFT Microsoft Corporation - Common Stock | $5030851 | 1.88% | 13487 | $1512755 | 上涨 ×4 | ||
| AVGO Broadcom Inc. - Common Stock | $4936059 | 1.84% | 13067 | $-1798569 | 下跌 ×1 | ||
| IXUS iShares Core MSCI Total International Stock ETF | $4931957 | 1.84% | 51676 | $454748 | |||
| DFAC | $4793054 | 1.79% | 108049 | $594270 | |||
| VTI | $4725829 | 1.76% | 12771 | $629124 | 上涨 ×1 | ||
| AMAT Applied Materials, Inc. - Common Stock | $3163125 | 1.18% | 4375 | $11821 | 下跌 ×1 | ||
| GSLC | $2897678 | 1.08% | 20422 | $342273 | |||
| DUHP | $2496289 | 0.93% | 59820 | $320465 | 上涨 ×2 | ||
| V Visa Inc. | $2478139 | 0.92% | 7223 | $990211 | 上涨 ×2 | ||
| VTV | $2461322 | 0.92% | 11294 | $246855 | 上涨 ×2 | ||
| RSP | $2312756 | 0.86% | 10870 | $227332 | 上涨 ×2 | ||
| DIHP | $2105786 | 0.79% | 61708 | $580620 | 上涨 ×2 | ||
| SNPS Synopsys, Inc. - Common Stock | $1634847 | 0.61% | 3665 | ||||
| ORCL Oracle Corporation Common Stock | $1539508 | 0.57% | 10505 | $351153 | 上涨 ×5 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $1380242 | 0.51% | 2376 | $929034 | 上涨 ×2 | ||
| TSLA Tesla, Inc. - Common Stock | $1293766 | 0.48% | 3076 | $577776 | 上涨 ×2 | ||
| IVV | $1285095 | 0.48% | 1716 | $164187 | |||
| MU Micron Technology, Inc. - Common Stock | $1274336 | 0.48% | 1104 | $610480 | 下跌 ×1 | ||
| JQUA | $1229180 | 0.46% | 17006 | $171855 | 下跌 ×2 | ||
| IJS | $1123025 | 0.42% | 8216 | $149786 | |||
| META Meta Platforms, Inc. - Class A Common Stock | $1100669 | 0.41% | 1954 | $357472 | 上涨 ×2 | ||
| EQAL | $1006900 | 0.38% | 16993 | 上涨 ×1 | |||
| SPMC Sound Point Meridian Capital, Inc. Common Stock | $994326 | 0.37% | 100437 | $127796 | 上涨 ×4 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $989131 | 0.37% | 8421 | $381446 | 上涨 ×1 | ||
| DGS | $878833 | 0.33% | 13581 | $104286 | 上涨 ×5 | ||
| PULS | $859662 | 0.32% | 17349 | $-263904 | 下跌 ×1 | ||
| WMT Walmart Inc. - Common Stock | $647281 | 0.24% | 5715 | $-833515 | 下跌 ×1 | ||
| GSST | $634323 | 0.24% | 12542 | $-1257275 | 下跌 ×1 | ||
| VGIT Vanguard Intermediate-Term Treasury ETF | $632030 | 0.24% | 10716 | $-6108 | |||
| VUG | $621865 | 0.23% | 7219 | $96306 | 上涨 ×1 | ||
| BRKB | $615980 | 0.23% | 1231 | $67775 | 上涨 ×2 | ||
| LLY Eli Lilly and Company Common Stock | $612909 | 0.23% | 511 | $-8856 | 下跌 ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $566281 | 0.21% | 1730 | $75328 | 上涨 ×2 | ||
| WDC Western Digital Corporation - Common Stock | $551215 | 0.21% | 863 | $345372 | 上涨 ×1 | ||
| BNDX Vanguard Total International Bond ETF | $527015 | 0.20% | 10882 | $4135 | |||
| CRM Salesforce, Inc. Common Stock | $524811 | 0.20% | 3350 | $-152614 | 下跌 ×1 | ||
| VGT | $451308 | 0.17% | 3776 | $156870 | 上涨 ×1 | ||
| DEHP | $449171 | 0.17% | 10502 | $200544 | 上涨 ×1 | ||
| INTC Intel Corporation - Common Stock | $446537 | 0.17% | 3198 | 上涨 ×1 | |||
| VEA | $443460 | 0.17% | 6224 | $44626 | |||
| IEMG | $437892 | 0.16% | 5286 | $69194 | |||
| INTU Intuit Inc. - Common Stock | $431172 | 0.16% | 1652 | $-277499 | 上涨 ×2 | ||
| COST Costco Wholesale Corporation - Common Stock | $424703 | 0.16% | 454 | $-7748 | 上涨 ×2 | ||
| KLAC KLA Corporation - Common Stock | $412739 | 0.15% | 1368 | $205129 | 上涨 ×1 | ||
| SOXX SOXX | $384456 | 0.14% | 600 | 上涨 ×1 | |||
| JNJ Johnson & Johnson Common Stock | $365591 | 0.14% | 1440 | $60041 | 上涨 ×2 | ||
| PAAA | $356018 | 0.13% | 6944 | $-129515 | 下跌 ×3 | ||
| XOM Exxon Mobil Corporation Common Stock | $351507 | 0.13% | 2571 | $-71964 | 上涨 ×4 | ||
| CRWD CrowdStrike Holdings, Inc. - Class A Common Stock | $345702 | 0.13% | 453 | 上涨 ×1 | |||
| SNDK Sandisk Corporation - Common Stock | $334238 | 0.12% | 147 | 上涨 ×1 | |||
| CDNS Cadence Design Systems, Inc. - Common Stock | $331408 | 0.12% | 883 | 上涨 ×1 | |||
| IVW | $331172 | 0.12% | 2408 | $58803 | |||
| GEV GE Vernova Inc. Common Stock | $323086 | 0.12% | 275 | $108353 | 上涨 ×1 | ||
| DFAX | $316271 | 0.12% | 8585 | $24639 | |||
| ABBV AbbVie Inc. Common Stock | $315053 | 0.12% | 1252 | $18397 | 下跌 ×1 | ||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $313503 | 0.12% | 754 | ||||
| SCHD | $310441 | 0.12% | 9790 | ||||
| SCHF | $304922 | 0.11% | 11008 | $32474 | |||
| ZS Zscaler, Inc. - Common Stock | $304319 | 0.11% | 2156 | $89816 | 上涨 ×1 | ||
| EWX | $302719 | 0.11% | 4074 | $33346 | |||
| CAT Caterpillar, Inc. Common Stock | $289653 | 0.11% | 272 | 上涨 ×1 | |||
| LRCX Lam Research Corporation - Common Stock | $287731 | 0.11% | 664 | 上涨 ×1 | |||
| BAC Bank of America Corporation Common Stock | $281205 | 0.10% | 4935 | $46669 | 上涨 ×2 | ||
| GE GE Aerospace Common Stock | $276186 | 0.10% | 739 | $44062 | 下跌 ×1 | ||
| MA Mastercard Incorporated Common Stock | $242419 | 0.09% | 472 | $-1915 | 下跌 ×1 | ||
| STX Seagate Technology Holdings PLC - Ordinary Shares (Ireland) | $230635 | 0.09% | 239 | 上涨 ×1 | |||
| MRK Merck & Company, Inc. Common Stock (new) | $227316 | 0.08% | 1769 | 上涨 ×1 | |||
| PG Procter & Gamble Company (The) Common Stock | $226705 | 0.08% | 1546 | ||||
| IBM International Business Machines Corporation Common Stock | $226093 | 0.08% | 804 | 上涨 ×1 | |||
| MS Morgan Stanley Common Stock | $221373 | 0.08% | 1059 | 上涨 ×1 | |||
| NFLX Netflix, Inc. - Common Stock | $217127 | 0.08% | 3041 | $-40170 | 上涨 ×6 | ||
| CVX Chevron Corporation Common Stock | $200072 | 0.07% | 1207 | 上涨 ×1 | |||
| 无匹配项 | |||||||
重仓股
持仓连续增加3个季度以上。
持股数量按13F申报数据报告（未按拆股调整）
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 |
|---|---|---|---|
| SNPS | $1634847 | 3665 | 0.61% |
| EQAL | $1006900 | 16993 | 0.38% |
| INTC | $446537 | 3198 | 0.17% |
| SOXX | $384456 | 600 | 0.14% |
| CRWD | $345702 | 453 | 0.13% |
| SNDK | $334238 | 147 | 0.12% |
| CDNS | $331408 | 883 | 0.12% |
| UNH | $313503 | 754 | 0.12% |
| SCHD | $310441 | 9790 | 0.12% |
| CAT | $289653 | 272 | 0.11% |
| LRCX | $287731 | 664 | 0.11% |
| STX | $230635 | 239 | 0.09% |
| MRK | $227316 | 1769 | 0.08% |
| PG | $226705 | 1546 | 0.08% |
| IBM | $226093 | 804 | 0.08% |
季度涨幅榜
| 证券 | 操作 | 股份变动 | 价值变动 |
|---|---|---|---|
| DFUS | 增持 | +42K | +$10.5M |
| GOOG | 增持 | +6K | +$5.1M |
| GOOGL | 增持 | +687 | +$3.3M |
| NVDA | 增持 | +6K | +$2.4M |
| AAEQ | 削减 | -5K | +$2.3M |
| AAPL | 增持 | +5K | +$2.2M |
| AVGO | 削减 | -9K | -$1.8M |
| VXUS | 增持 | +14K | +$1.6M |
| MSFT | 增持 | +4K | +$1.5M |
| — | 削减 | -47K | -$1.4M |
3 个持仓已隐藏（数据完整性检查）
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 |
|---|---|---|---|---|
| INTU | 2025年3月31日 | 9519 | $5982692 | -41.3% |
| ARES | 2026年6月30日 | 224154 | $5606622 | 28.1% |
| SCHX | 2025年12月31日 | 54462 | $1434529 | 不再跟踪 |
| SGOV | 2025年9月30日 | 10750 | $1082418 | -0.1% |
| CSCO | 2025年6月30日 | 10916 | $673626 | 60.0% |
| MUB | 2026年3月31日 | 6015 | $644267 | 不再跟踪 |
| IWF | 2025年12月31日 | 1117 | $523412 | 不再跟踪 |
| IWB | 2025年12月31日 | 1259 | $460139 | 不再跟踪 |
| SPY | 2026年3月31日 | 544 | $371291 | 不再跟踪 |
| SCHD | 2025年9月30日 | 13853 | $367104 | 不再跟踪 |
| ZS | 2025年9月30日 | 1002 | $314568 | -42.3% |
| PLTR | 2026年6月30日 | 1841 | $269301 | 48.3% |
| ZS | 2025年3月31日 | 1486 | $268089 | -12.9% |
| IWD | 2025年3月31日 | 1437 | $266118 | 不再跟踪 |
| HD | 2025年12月31日 | 615 | $249192 | -2.5% |
| VV | 2025年12月31日 | 762 | $234589 | 不再跟踪 |
| HD | 2026年6月30日 | 709 | $233183 | -4.8% |
| VTEB | 2025年9月30日 | 4624 | $226716 | 不再跟踪 |
| VXF | 2025年12月31日 | 1064 | $222738 | 不再跟踪 |
| PG | 2025年6月30日 | 1295 | $220694 | -10.1% |
| SNPS | 2025年3月31日 | 439 | $213073 | -7.1% |
| IWF | 2025年3月31日 | 529 | $212509 | 不再跟踪 |
| SNPS | 2026年3月31日 | 449 | $210904 | 0.4% |
| BMY | 2026年6月30日 | 3469 | $210395 | 14.6% |
| VNQ | 2025年9月30日 | 2335 | $207955 | 不再跟踪 |
| UNH | 2025年12月31日 | 598 | $206489 | 17.3% |
| GE | 2025年12月31日 | 681 | $204858 | 13.2% |
| UNH | 2025年6月30日 | 383 | $200596 | 24.2% |