CIK: 0002056683
申报总市值
US$2.0亿
申报季度: 2026-03-31 · 持股只数: 72
Everest Management Corp.在最新一期 13F 报告中披露了 72 项持股，申报期为 2026-03-31，总持股市值约为 US$2.0亿，季度换手率为 26.6%。
Everest Management Corp. 目前披露的持仓，Herfindahl 集中度指数为 0.081——换算下来相当于约 12 个等权重仓位，明显低于其实际披露的 72 只持仓。这一差距显示该机构的策略偏向集中在少数高信心仓位，而非广泛分散。
整体仓位大小差异较大（变异系数为 2.22），除少数重仓仓位外，还有许多规模较小的持仓。
最新申报季度中，并未观察到明显偏向加仓既有大仓位或大举建立新仓位的倾向。
目前行业板块分类约覆盖此投资组合披露价值的 39%；其余部分（例如未匹配板块的标的、期权或其他证券类型）尚未纳入板块分类范围。
减仓 DFUS
-8.2% -US$638.2万
加仓 NVDA
+104.1% US$389.2万
减仓 AAEQ
-0.4% -US$114.1万
加仓 AVGO
+100.5% US$297.8万
减仓 GOOGL
+1.2% -US$94.7万
减仓 GOOG
+2.7% -US$82.1万
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFUS | Dimensional US Eq Mkt ETF | ETF-其他 | 23.17% | -5.90% | -8.21% | |
| 2 | AAEQ | Alpha Architct US Eqty 2 ETF | ETF-其他 | 8.97% | -1.54% | -0.38% | |
| 3 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 6.39% | -1.10% | +2.70% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 6.35% | -1.17% | +1.20% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 4.14% | +1.75% | +104.11% | |
| 6 | AAUA | Alpha Architect US Equ 3 ETF | ETF-其他 | 3.93% | +3.93% | NEW | |
| 7 | AVGO | Broadcom INC | 股票-科技 | 3.41% | +1.32% | +100.49% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 3.14% | -0.39% | +2.84% | |
| 9 | ARES | Ares Management CORP - A | 股票-金融 | 2.84% | +2.84% | NEW | |
| 10 | AAPL | Apple INC | 股票-科技 | 2.75% | +0.92% | +76.94% | |
| 11 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.69% | -0.37% | +7.07% | |
| 12 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 2.27% | -0.17% | — | |
| 13 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 2.13% | -0.26% | — | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 2.08% | -0.75% | -15.61% | |
| 15 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 2.00% | -0.06% | +4.88% | |
| 16 | MSFT | Microsoft CORP | 股票-科技 | 1.78% | -0.69% | +3.73% | |
| 17 | AMAT | Applied Materials INC | 股票-科技 | 1.60% | +1.60% | NEW | |
| 18 | GSLC | Goldman Activebeta US Lc ETF | ETF-避险与商品 | 1.29% | -0.22% | — | |
| 19 | VTV | Vanguard Value ETF | ETF-其他 | 1.12% | — | +0.62% | |
| 20 | DUHP | Dimensional US High Profi Et | ETF-其他 | 1.10% | +0.58% | +142.65% | |
| 21 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 1.06% | — | +0.04% | |
| 22 | GSST | Goldman Sachs Ultra Short Bo | ETF-避险与商品 | 0.96% | +0.62% | +213.06% | |
| 23 | DIHP | Dimensional International Hi | ETF-其他 | 0.77% | +0.01% | +10.43% | |
| 24 | V | Visa Inc-class A Shares | 股票-金融 | 0.75% | -0.21% | +0.76% | |
| 25 | GBIL | Goldman Sachs Access Treasur | ETF-避险与商品 | 0.75% | -0.32% | -22.99% | |
| 26 | WMT | Walmart INC | 股票-非周期性消费 | 0.75% | +0.57% | +302.81% | |
| 27 | ORCL | Oracle CORP | 股票-科技 | 0.60% | — | +29.33% | |
| 28 | PULS | Pgim Ultra Short Bond ETF | ETF-其他 | 0.57% | — | +4.07% | |
| 29 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.57% | -0.18% | -12.76% | |
| 30 | JQUA | Jpmorgan US Quality Factor | ETF-其他 | 0.54% | — | -1.12% | |
| 31 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 0.49% | — | — | |
| 32 | CPAG | F/m Com US Agg Bond ETF | ETF-其他 | 0.45% | +0.45% | NEW | |
| 33 | SPMC | Sound Point Meridian Capital | 股票-其他 | 0.44% | -0.17% | +21.33% | |
| 34 | DGS | Wisdomtree Em Small Cap | ETF-中小型股 | 0.39% | +0.02% | +10.66% | |
| 35 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.38% | -0.08% | +4.42% | |
| 36 | TSLA | Tesla INC | 股票-周期性消费 | 0.36% | — | +17.87% | |
| 37 | INTU | Intuit INC | 股票-科技 | 0.36% | -0.24% | +0.43% | |
| 38 | CRM | Salesforce INC | 股票-科技 | 0.34% | -0.16% | +7.56% | |
| 39 | MU | Micron Technology INC | 股票-科技 | 0.34% | +0.21% | +139.93% | |
| 40 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 0.32% | +0.04% | +27.69% | |
| 41 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.31% | +0.07% | +59.06% | |
| 42 | CSCO | Cisco Systems INC | 股票-科技 | 0.31% | -0.15% | -26.30% | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.28% | — | +18.55% | |
| 44 | VUG | Vanguard Growth ETF | ETF-其他 | 0.27% | -0.17% | -26.15% | |
| 45 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 0.26% | — | -3.18% | |
| 46 | ANET | Arista Networks INC | 股票-科技 | 0.26% | — | +6.21% | |
| 47 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.25% | — | +6.04% | |
| 48 | PAAA | Pgim Aaa Clo ETF | ETF-其他 | 0.25% | -0.33% | -53.60% | |
| 49 | AMD | Advanced Micro Devices | 股票-科技 | 0.23% | — | +14.63% | |
| 50 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.22% | +0.05% | +21.91% |
Q3 2026表现
+1%
近4个季度表现
+28.3%
基于可获取价格的持仓（占申报价值的88%）计算
Everest Management Corp. 在 2026-03-31 最显著的持仓异动： 新建仓: Alpha Architect US Equ 3 ETF (AAUA); 新建仓: Ares Management CORP - A (ARES); 新建仓: Applied Materials INC (AMAT); 新建仓: F/m Com US Agg Bond ETF (CPAG); 清仓: Ishares National Muni Bond E (MUB).
| 季度 | 申报日期 | 类型 | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-07 | 13F-HR | 在 EDGAR 上查看 |
| 2025-12-31 | 2026-02-02 | 13F-HR | 在 EDGAR 上查看 |
| 2025-09-30 | 2025-11-06 | 13F-HR | 在 EDGAR 上查看 |
| 2025-06-30 | 2025-08-05 | 13F-HR | 在 EDGAR 上查看 |
| 2025-03-31 | 2025-04-14 | 13F-HR | 在 EDGAR 上查看 |
| 2024-12-31 | 2025-02-13 | 13F-HR | 在 EDGAR 上查看 |
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