CIK: 0002056391
申报总市值
US$6.1亿
申报季度: 2026-03-31 · 持股只数: 199
Everest Financial Group LLC在最新一期 13F 报告中披露了 199 项持股，申报期为 2026-03-31，总持股市值约为 US$6.1亿，季度换手率为 37.4%。
Everest Financial Group LLC 目前披露的持仓，Herfindahl 集中度指数为 0.022——换算下来相当于约 45 个等权重仓位，明显低于其实际披露的 199 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 1.87），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 61%；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 MSFT
+12.3% -US$453.8万
减仓 GOOGL
+1.4% -US$215.4万
减仓 SCHD
-16.3% -US$148.0万
减仓 RWL
+4.6% US$134.8万
减仓 NVDA
+13.8% US$176.4万
减仓 NOW
+18.7% -US$257.1万
| # | 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 | AMZN | Amazon.com INC | 股票-周期性消费 | 5.07% | — | +13.98% | |
| 2 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 4.80% | -2.20% | +1.39% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.77% | -2.73% | +12.32% | |
| 4 | RWL | Invesco S&p 500 Revenue ETF | ETF-大型股与成长 | 4.73% | -1.39% | +4.55% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 4.53% | -1.24% | +13.84% | |
| 6 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 3.64% | -1.63% | -16.28% | |
| 7 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 3.47% | -0.42% | +8.87% | |
| 8 | AAPL | Apple INC | 股票-科技 | 3.47% | -0.70% | +21.07% | |
| 9 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-其他 | 2.66% | — | -3.45% | |
| 10 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 2.51% | -0.37% | +19.45% | |
| 11 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.49% | — | +23.30% | |
| 12 | AVGO | Broadcom INC | 股票-科技 | 2.34% | -0.38% | +30.80% | |
| 13 | NOW | Servicenow INC | 股票-科技 | 1.80% | -1.23% | +18.67% | |
| 14 | PANW | Palo Alto Networks INC | 股票-科技 | 1.73% | — | +18.53% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.69% | +0.01% | +43.81% | |
| 16 | V | Visa Inc-class A Shares | 股票-金融 | 1.68% | — | +24.81% | |
| 17 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 1.59% | -0.23% | +33.07% | |
| 18 | XLF | Ss Financial Select Sector | ETF-其他 | 1.56% | — | +23.69% | |
| 19 | ASML | ASML Holding N.V. | 股票-科技 | 1.54% | +0.07% | +14.93% | |
| 20 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.52% | +1.52% | NEW | |
| 21 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 1.51% | — | +17.58% | |
| 22 | AMD | Advanced Micro Devices | 股票-科技 | 1.42% | — | +4.55% | |
| 23 | CRWD | Crowdstrike Holdings INC - A | 股票-科技 | 1.42% | -0.81% | +3.87% | |
| 24 | MU | Micron Technology INC | 股票-科技 | 1.20% | — | +2.27% | |
| 25 | IWY | Ishares Russell Top 200 Grow | ETF-其他 | 1.13% | — | +4.51% | |
| 26 | UBER | Uber Technologies INC | 股票-工业 | 1.10% | — | +27.76% | |
| 27 | CRM | Salesforce INC | 股票-科技 | 1.06% | -0.91% | +3.86% | |
| 28 | IAU | Ishares Gold Trust | ETF-避险与商品 | 1.03% | — | +0.18% | |
| 29 | ETN | Eaton Corporation plc | 股票-工业 | 1.00% | +1.00% | NEW | |
| 30 | ET | Energy Transfer LP | 股票-能源 | 0.98% | — | -0.72% | |
| 31 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.96% | +0.64% | +346.89% | |
| 32 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 0.91% | +0.91% | NEW | |
| 33 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 0.84% | +0.84% | NEW | |
| 34 | PSLV | Sprott Physical Silver Trust | 股票-其他 | 0.76% | +0.76% | NEW | |
| 35 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.69% | — | +57.12% | |
| 36 | MA | Mastercard INC - A | 股票-金融 | 0.65% | +0.05% | +69.14% | |
| 37 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.65% | +0.65% | NEW | |
| 38 | DAL | Delta Air Lines INC | 股票-工业 | 0.65% | — | -2.13% | |
| 39 | TSLA | Tesla INC | 股票-周期性消费 | 0.64% | — | +16.34% | |
| 40 | XOM | Exxon Mobil CORP | 股票-能源 | 0.61% | +0.28% | +80.51% | |
| 41 | FENI | Fidelity Enhanced Intl ETF | ETF-其他 | 0.57% | +0.57% | NEW | |
| 42 | DELL | Dell Technologies -c | 股票-科技 | 0.56% | +0.46% | +500.20% | |
| 43 | NOBL | Proshares S&p 500 Dividend A | ETF-大型股与成长 | 0.56% | +0.56% | NEW | |
| 44 | DFUS | Dimensional US Eq Mkt ETF | ETF-其他 | 0.55% | +0.55% | NEW | |
| 45 | DFAI | Dimensional International Co | ETF-其他 | 0.53% | +0.53% | NEW | |
| 46 | DUSB | Dimension Ultrashort Fi ETF | ETF-其他 | 0.50% | +0.50% | NEW | |
| 47 | JPIE | Jpmorgan Income ETF | ETF-其他 | 0.47% | — | +54.10% | |
| 48 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.43% | +0.43% | NEW | |
| 49 | PVAL | Putnam Focused Lrg Cap Value | ETF-其他 | 0.43% | +0.37% | +788.28% | |
| 50 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公债 | 0.41% | +0.41% | NEW |
Q3 2026表现
+6.4%
近4个季度表现
+17.7%
基于可用的5个月历史数据
基于可获取价格的持仓（占申报价值的72%）计算
Everest Financial Group LLC 在 2026-03-31 最显著的持仓异动： 新建仓: Vanguard S&p 500 ETF (VOO); 新建仓: Eaton Corporation plc (ETN); 新建仓: Ishares Floating Rate Bond E (FLOT); 新建仓: Dimensional US Core Equity 2 (DFAC); 新建仓: Sprott Physical Silver Trust (PSLV).
| 季度 | 申报日期 | 类型 | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-15 | 13F-HR | 在 EDGAR 上查看 |
| 2025-12-31 | 2026-05-14 | 13F-HR | 在 EDGAR 上查看 |
资产规模相近的机构
CIK 0001986156
申报总市值
US$6.1亿
112 stks
2026-03-31
资产规模与本机构相差仅 0.0%
CIK 0001676613
申报总市值
US$6.1亿
6,276 stks
2021-12-31
数据过旧，未更新
资产规模与本机构相差仅 0.1%
CIK 0001589689
申报总市值
US$6.1亿
151 stks
2026-03-31
资产规模与本机构相差仅 0.1%
持仓风格相似的机构
CIK 0000002230
申报总市值
US$28.4亿
99 stks
2026-03-31
前五大持仓重叠 4/5 档，同样重仓 Nvidia CORP
CIK 0000038777
申报总市值
US$4083.0亿
14,782 stks
2026-03-31
前五大持仓重叠 4/5 档，同样重仓 Nvidia CORP
CIK 0000073124
申报总市值
US$7565.8亿
19,864 stks
2026-03-31
前五大持仓重叠 4/5 档，同样重仓 Nvidia CORP