Everpar Advisors LLC
- SEC CIK
- 0002010410
- 最新申報
- 2026/7/9
2025 年第 4 季持倉
持倉截至 2025/12/31，2026/1/7 申報。只含多頭部位，變化是跟 2025 年第 3 季比股數。
- 持股檔數
- 268
- 較 2025 年第 3 季 −8
- 總值
- $2.70 億
- 較 2025 年第 3 季 +$1,673 萬 (+6.6%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| MNSTMonster Beverage Corp | COM | 4,683 | $35.9 萬 | 0.1% | +434+10.2% | 加碼 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 798 | $36.2 萬 | 0.1% | +45+6.0% | 加碼 | 歷史 |
| HONHoneywell International Inc | COM | 1,858 | $36.2 萬 | 0.1% | +1,858 | 新進 | 歷史 |
| iShares S&P 500 Value ETF464287408 | ETF | 1,715 | $36.4 萬 | 0.1% | −1,342−43.9% | 減碼 | – |
| CEGConstellation Energy Corp | Stock | 1,033 | $36.5 萬 | 0.1% | +1,033 | 新進 | 歷史 |
| YUMYum Brands Inc | Stock | 2,436 | $36.9 萬 | 0.1% | −88−3.5% | 減碼 | 歷史 |
| PWRQuanta Services, Inc. | COM | 875 | $36.9 萬 | 0.1% | −8−0.9% | 減碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 3,725 | $37.2 萬 | 0.1% | +382+11.4% | 加碼 | 歷史 |
| ADSKAutodesk, Inc. | COM | 1,265 | $37.4 萬 | 0.1% | +224+21.5% | 加碼 | 歷史 |
| MMM3M Co | Stock | 2,359 | $37.8 萬 | 0.1% | +39+1.7% | 加碼 | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 3,124 | $38.5 萬 | 0.1% | −6,180−66.4% | 減碼 | – |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 505 | $39.0 萬 | 0.1% | −112−18.2% | 減碼 | 歷史 |
| BLKBlackRock, Inc. | Stock | 365 | $39.1 萬 | 0.1% | +36+10.9% | 加碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 3,951 | $39.2 萬 | 0.1% | +3,951 | 新進 | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 4,169 | $39.3 萬 | 0.1% | +1,008+31.9% | 加碼 | – |
| GLDSPDR Gold Trust | ETF | 1,022 | $40.5 萬 | 0.2% | +190+22.8% | 加碼 | 歷史 |
| CMICummins Inc | Stock | 796 | $40.6 萬 | 0.2% | +261+48.8% | 加碼 | 歷史 |
| CVSCVS Health Corp | Stock | 5,145 | $40.8 萬 | 0.2% | +122+2.4% | 加碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 1,593 | $41.0 萬 | 0.2% | −77−4.6% | 減碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 5,077 | $41.5 萬 | 0.2% | −4,264−45.6% | 減碼 | 歷史 |
| INTCIntel Corp | Stock | 11,275 | $41.6 萬 | 0.2% | +443+4.1% | 加碼 | 歷史 |
| ROLRollins Inc | COM | 6,943 | $41.7 萬 | 0.2% | −3,153−31.2% | 減碼 | 歷史 |
| MLMMartin Marietta Materials Inc | COM | 674 | $42.0 萬 | 0.2% | −132−16.4% | 減碼 | 歷史 |
| NEENextera Energy Inc | Stock | 5,338 | $42.9 萬 | 0.2% | −4−0.1% | 減碼 | 歷史 |
| AMPAmeriprise Financial Inc | COM | 879 | $43.1 萬 | 0.2% | −176−16.7% | 減碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 4,838 | $43.3 萬 | 0.2% | +4,838 | 新進 | – |
| PGRProgressive Corp | Stock | 1,902 | $43.3 萬 | 0.2% | +189+11.0% | 加碼 | 歷史 |
| TRVTravelers Companies, Inc. | Stock | 1,498 | $43.5 萬 | 0.2% | +330+28.3% | 加碼 | 歷史 |
| ECLEcolab Inc. | Stock | 1,664 | $43.7 萬 | 0.2% | −265−13.7% | 減碼 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 935 | $43.8 萬 | 0.2% | −94−9.1% | 減碼 | 歷史 |
| KLACKLA Corp | COM NEW | 364 | $44.2 萬 | 0.2% | +364 | 新進 | 歷史 |
| Invesco Exch Traded FD Tr II46138G508 | SR LN ETF | 21,538 | $45.2 萬 | 0.2% | +63+0.3% | 加碼 | – |
| MCKMcKesson Corp | Stock | 555 | $45.5 萬 | 0.2% | +132+31.2% | 加碼 | 歷史 |
| AXPAmerican Express Co | Stock | 1,246 | $46.1 萬 | 0.2% | +260+26.4% | 加碼 | 歷史 |
| IQVIQVIA Holdings Inc. | Stock | 2,094 | $47.2 萬 | 0.2% | +698+50.0% | 加碼 | 歷史 |
| MDTMedtronic plc | Stock | 4,959 | $47.6 萬 | 0.2% | −1,480−23.0% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 3,805 | $47.7 萬 | 0.2% | −658−14.7% | 減碼 | 歷史 |
| TTWOTake Two Interactive Software Inc | COM | 1,874 | $48.0 萬 | 0.2% | +719+62.3% | 加碼 | 歷史 |
| AIGAmerican International Group, Inc. | Stock | 5,656 | $48.4 萬 | 0.2% | −1,260−18.2% | 減碼 | 歷史 |
| CTVACorteva, Inc. | Stock | 7,263 | $48.7 萬 | 0.2% | −1,560−17.7% | 減碼 | 歷史 |
| GEVGE Vernova Inc. | Stock | 747 | $48.8 萬 | 0.2% | +43+6.1% | 加碼 | 歷史 |
| TAT&T Inc. | Stock | 19,751 | $49.1 萬 | 0.2% | +249+1.3% | 加碼 | 歷史 |
| APPAppLovin Corp | COM CL A | 730 | $49.2 萬 | 0.2% | +448+158.9% | 加碼 | 歷史 |
| LPLALPL Financial Holdings Inc. | COM | 1,387 | $49.5 萬 | 0.2% | −659−32.2% | 減碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 9,200 | $49.6 萬 | 0.2% | −161−1.7% | 減碼 | 歷史 |
| ATOAtmos Energy Corp | COM | 2,978 | $49.9 萬 | 0.2% | −652−18.0% | 減碼 | 歷史 |
| CBChubb Ltd | Stock | 1,619 | $50.5 萬 | 0.2% | +457+39.3% | 加碼 | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 673 | $50.7 萬 | 0.2% | 00.0% | 不變 | – |
| ETNEaton Corp plc | Stock | 1,593 | $50.7 萬 | 0.2% | −512−24.3% | 減碼 | 歷史 |
| ACNAccenture plc | Stock | 1,892 | $50.8 萬 | 0.2% | +671+55.0% | 加碼 | 歷史 |
| SHOPShopify Inc. | Stock | 3,215 | $51.8 萬 | 0.2% | +151+4.9% | 加碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 2,418 | $51.8 萬 | 0.2% | +273+12.7% | 加碼 | 歷史 |
| TDYTeledyne Technologies Inc | COM | 1,020 | $52.1 萬 | 0.2% | −415−28.9% | 減碼 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 1,553 | $52.3 萬 | 0.2% | −336−17.8% | 減碼 | 歷史 |
| USBUS Bancorp DE | COM NEW | 9,939 | $53.0 萬 | 0.2% | −2,242−18.4% | 減碼 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 4,387 | $53.8 萬 | 0.2% | +934+27.0% | 加碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 2,955 | $54.4 萬 | 0.2% | −110−3.6% | 減碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 13,381 | $54.5 萬 | 0.2% | −4,590−25.5% | 減碼 | 歷史 |
| LRCXLam Research Corp | Stock | 3,188 | $54.6 萬 | 0.2% | +1,388+77.1% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 633 | $54.6 萬 | 0.2% | −7−1.1% | 減碼 | 歷史 |
| ALLAllstate Corp | Stock | 2,624 | $54.6 萬 | 0.2% | +131+5.3% | 加碼 | 歷史 |
| FTITechnipFMC plc | COM | 12,275 | $54.7 萬 | 0.2% | −368−2.9% | 減碼 | 歷史 |
| CORCencora, Inc. | Stock | 1,622 | $54.8 萬 | 0.2% | +594+57.8% | 加碼 | 歷史 |
| MDLZMondelez International, Inc. | Stock | 10,210 | $55.0 萬 | 0.2% | −1,928−15.9% | 減碼 | 歷史 |
| MSMorgan Stanley | Stock | 3,097 | $55.0 萬 | 0.2% | +184+6.3% | 加碼 | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 2,253 | $55.5 萬 | 0.2% | −321−12.5% | 減碼 | 歷史 |
| AZNAstraZeneca PLC | SPONSORED ADR | 6,043 | $55.6 萬 | 0.2% | −1,000−14.2% | 減碼 | 歷史 |
| OGSONE Gas, Inc. | COM | 7,269 | $56.2 萬 | 0.2% | −312−4.1% | 減碼 | 歷史 |
| Alps ETF Tr00162Q395 | OSHARES US SMLCP | 12,885 | $56.4 萬 | 0.2% | −21,798−62.8% | 減碼 | – |
| APHAmphenol Corp | CL A | 4,217 | $57.0 萬 | 0.2% | +499+13.4% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 1,788 | $59.0 萬 | 0.2% | +215+13.7% | 加碼 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 2,916 | $60.9 萬 | 0.2% | −888−23.3% | 減碼 | 歷史 |
| BXBlackstone Inc. | COM | 3,984 | $61.4 萬 | 0.2% | −323−7.5% | 減碼 | 歷史 |
| BXSLBlackstone Secured Lending Fund | COMMON STOCK | 23,396 | $61.6 萬 | 0.2% | −2,633−10.1% | 減碼 | 歷史 |
| iShares Core High Dividend ETF46429B663 | ETF | 5,077 | $61.7 萬 | 0.2% | +1,431+39.2% | 加碼 | – |
| PSXPhillips 66 | Stock | 4,902 | $63.3 萬 | 0.2% | −455−8.5% | 減碼 | 歷史 |
| CCitigroup Inc | Stock | 5,444 | $63.5 萬 | 0.2% | +134+2.5% | 加碼 | 歷史 |
| INTUIntuit Inc. | Stock | 961 | $63.7 萬 | 0.2% | +56+6.2% | 加碼 | 歷史 |
| COPConocoPhillips | Stock | 6,862 | $64.2 萬 | 0.2% | −2,940−30.0% | 減碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 1,148 | $65.0 萬 | 0.2% | +132+13.0% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 2,005 | $65.6 萬 | 0.2% | −103−4.9% | 減碼 | 歷史 |
| iShares Core Dividend Growth ETF46434V621 | ETF | 9,478 | $65.8 萬 | 0.2% | +3,574+60.5% | 加碼 | – |
| WRBBerkley W R Corp | COM | 9,437 | $66.2 萬 | 0.2% | −1,367−12.7% | 減碼 | 歷史 |
| SLViShares Silver Trust | ETF | 10,291 | $66.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| IBKRInteractive Brokers Group, Inc. | Stock | 10,317 | $66.3 萬 | 0.2% | −5,579−35.1% | 減碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 2,243 | $66.4 萬 | 0.2% | +276+14.0% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 2,528 | $67.0 萬 | 0.2% | +568+29.0% | 加碼 | 歷史 |
| GLWCorning Inc | COM | 7,795 | $68.3 萬 | 0.3% | −730−8.6% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 4,763 | $68.4 萬 | 0.3% | +984+26.0% | 加碼 | 歷史 |
| Capital Group Core Equity Et14020V108 | SHS CREAT UNIT | 17,006 | $68.4 萬 | 0.3% | 00.0% | 不變 | – |
| HDHome Depot, Inc. | Stock | 1,997 | $68.7 萬 | 0.3% | −779−28.1% | 減碼 | 歷史 |
| DISWalt Disney Co | Stock | 6,268 | $71.3 萬 | 0.3% | +906+16.9% | 加碼 | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 134 | $71.8 萬 | 0.3% | −5−3.6% | 減碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 4,527 | $72.6 萬 | 0.3% | +185+4.3% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 5,126 | $73.5 萬 | 0.3% | −783−13.3% | 減碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 1,273 | $73.8 萬 | 0.3% | +282+28.5% | 加碼 | 歷史 |
| GEGeneral Electric Co | Stock | 2,409 | $74.2 萬 | 0.3% | +116+5.1% | 加碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 2,476 | $75.2 萬 | 0.3% | +1,061+75.0% | 加碼 | 歷史 |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 2,450 | $77.1 萬 | 0.3% | 00.0% | 不變 | – |
| LOWLowes Companies Inc | Stock | 3,236 | $78.0 萬 | 0.3% | −46−1.4% | 減碼 | 歷史 |
2025 年第 3 季之後清倉（43 檔）
2025 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 3 季股數 | 2025 年第 3 季市值 | 2025 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Invesco Exch TRD SLF Idx FD46138J825 | BULSHS 2025 CB | 55,664 | $115.2 萬 | 0.5% | – |
| iShares Tr464287549 | EXPND TEC SC ETF | 4,462 | $56.2 萬 | 0.2% | – |
| iShares Tr46435U713 | US INFRASTRUC | 8,181 | $43.2 萬 | 0.2% | – |
| ZBRAZebra Technologies Corp | CL A | 1,355 | $40.3 萬 | 0.2% | 歷史 |
| POOLPool Corp | COM | 1,295 | $40.2 萬 | 0.2% | 歷史 |
| WSOWatsco Inc | COM | 922 | $37.3 萬 | 0.1% | 歷史 |
| EMREmerson Electric Co | Stock | 2,659 | $34.9 萬 | 0.1% | 歷史 |
| AMTAmerican Tower Corp | REIT | 1,786 | $34.3 萬 | 0.1% | 歷史 |
| VSTVistra Corp. | Stock | 1,727 | $33.8 萬 | 0.1% | 歷史 |
| OLLIOllie's Bargain Outlet Holdings, Inc. | Stock | 2,521 | $32.4 萬 | 0.1% | 歷史 |
| LHLabcorp Holdings Inc. | Stock | 1,092 | $31.3 萬 | 0.1% | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 1,147 | $31.3 萬 | 0.1% | 歷史 |
| NOWServiceNow, Inc. | Stock | 338 | $31.1 萬 | 0.1% | 歷史 |
| THOThor Industries Inc | COM | 2,925 | $30.3 萬 | 0.1% | 歷史 |
| COOCooper Companies, Inc. | COM | 4,269 | $29.3 萬 | 0.1% | 歷史 |
| CNCCentene Corp | Stock | 8,194 | $29.2 萬 | 0.1% | 歷史 |
| TELTE Connectivity plc | Stock | 1,298 | $28.5 萬 | 0.1% | 歷史 |
| TTETotalEnergies SE | SPONSORED ADS | 4,691 | $28.0 萬 | 0.1% | 歷史 |
| MCHPMicrochip Technology Inc | Stock | 4,286 | $27.5 萬 | 0.1% | 歷史 |
| OLEDUniversal Display Corp | COM | 1,867 | $26.8 萬 | 0.1% | 歷史 |
| BFAMBright Horizons Family Solutions Inc. | COM | 2,458 | $26.7 萬 | 0.1% | 歷史 |
| ULSUL Solutions Inc. | CLASS A COM SHS | 3,696 | $26.2 萬 | 0.1% | 歷史 |
| BOKFBok Financial Corp | COM NEW | 2,231 | $24.9 萬 | 0.1% | 歷史 |
| FLUTFlutter Entertainment plc | SHS | 972 | $24.7 萬 | 0.1% | 歷史 |
| SAIASaia Inc | COM | 818 | $24.5 萬 | 0.1% | 歷史 |
| ORealty Income Corp | REIT | 3,999 | $24.3 萬 | 0.1% | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 1,192 | $24.3 萬 | 0.1% | – |
| FLEXFlex Ltd. | Stock | 4,177 | $24.2 萬 | 0.1% | 歷史 |
| AWKAmerican Water Works Company, Inc. | Stock | 1,731 | $24.1 萬 | 0.1% | 歷史 |
| MCOMoodys Corp | Stock | 500 | $23.8 萬 | 0.1% | 歷史 |
| SPOTSpotify Technology S.A. | Stock | 331 | $23.1 萬 | 0.1% | 歷史 |
| DALDelta Air Lines, Inc. | COM NEW | 4,056 | $23.0 萬 | 0.1% | 歷史 |
| OSKOshkosh Corp | COM | 1,769 | $22.9 萬 | 0.1% | 歷史 |
| SNASnap-on Inc | COM | 643 | $22.3 萬 | 0.1% | 歷史 |
| ALCAlcon Inc | Stock | 2,975 | $22.2 萬 | 0.1% | 歷史 |
| FASTFastenal Co | Stock | 4,507 | $22.1 萬 | 0.1% | 歷史 |
| CCLCarnival Corp Ltd. | UNIT 99/99/9999 | 7,469 | $21.6 萬 | 0.1% | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 1,974 | $21.3 萬 | 0.1% | 歷史 |
| EOGEOG Resources Inc | Stock | 1,865 | $20.9 萬 | 0.1% | 歷史 |
| ONOn Semiconductor Corp | Stock | 4,167 | $20.5 萬 | 0.1% | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 3,010 | $20.2 萬 | 0.1% | 歷史 |
| ELEstee Lauder Companies Inc | CL A | 2,283 | $20.1 萬 | 0.1% | 歷史 |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 1,994 | $20.1 萬 | 0.1% | – |