Everpar Advisors LLC
- SEC CIK
- 0002010410
- 最新申報
- 2026/7/9
2026 年第 1 季持倉
持倉截至 2026/3/31，2026/4/21 申報。只含多頭部位，變化是跟 2025 年第 4 季比股數。
- 持股檔數
- 282
- 較 2025 年第 4 季 +14
- 總值
- $2.90 億
- 較 2025 年第 4 季 +$2,078 萬 (+7.7%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| FCXFreeport-McMoran Inc | Stock | 6,054 | $35.6 萬 | 0.1% | −617−9.2% | 減碼 | 歷史 |
| CLColgate Palmolive Co | Stock | 4,183 | $35.7 萬 | 0.1% | +514+14.0% | 加碼 | 歷史 |
| AIGAmerican International Group, Inc. | Stock | 4,740 | $35.7 萬 | 0.1% | −916−16.2% | 減碼 | 歷史 |
| SHOPShopify Inc. | Stock | 3,012 | $35.7 萬 | 0.1% | −203−6.3% | 減碼 | 歷史 |
| BNYBank of New York Mellon Corp | Stock | 3,014 | $35.8 萬 | 0.1% | +488+19.3% | 加碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 832 | $35.8 萬 | 0.1% | −190−18.6% | 減碼 | 歷史 |
| STXSeagate Technology Holdings plc | ORD SHS | 925 | $36.2 萬 | 0.1% | +65+7.6% | 加碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 5,051 | $36.3 萬 | 0.1% | −26−0.5% | 減碼 | 歷史 |
| CEGConstellation Energy Corp | Stock | 1,311 | $36.6 萬 | 0.1% | +278+26.9% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 13,056 | $36.7 萬 | 0.1% | +3,816+41.3% | 加碼 | 歷史 |
| HWMHowmet Aerospace Inc. | Stock | 1,591 | $36.7 萬 | 0.1% | +105+7.1% | 加碼 | 歷史 |
| NDSNNordson Corp | COM | 1,406 | $37.4 萬 | 0.1% | +4+0.3% | 加碼 | 歷史 |
| BLKBlackRock, Inc. | Stock | 390 | $37.5 萬 | 0.1% | +25+6.8% | 加碼 | 歷史 |
| AMPAmeriprise Financial Inc | COM | 858 | $38.1 萬 | 0.1% | −21−2.4% | 減碼 | 歷史 |
| WDCWestern Digital Corp | COM | 1,417 | $38.3 萬 | 0.1% | −178−11.2% | 減碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 1,978 | $38.4 萬 | 0.1% | +180+10.0% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 1,584 | $38.4 萬 | 0.1% | +401+33.9% | 加碼 | 歷史 |
| IQVIQVIA Holdings Inc. | Stock | 2,260 | $38.5 萬 | 0.1% | +166+7.9% | 加碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 3,922 | $38.6 萬 | 0.1% | −29−0.7% | 減碼 | 歷史 |
| SLBSLB Limited | Stock | 7,647 | $39.3 萬 | 0.1% | +500+7.0% | 加碼 | 歷史 |
| XELXcel Energy Inc | Stock | 4,961 | $39.4 萬 | 0.1% | +303+6.5% | 加碼 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 1,014 | $39.6 萬 | 0.1% | +79+8.4% | 加碼 | 歷史 |
| MLMMartin Marietta Materials Inc | COM | 673 | $39.6 萬 | 0.1% | −1−0.1% | 減碼 | 歷史 |
| MDTMedtronic plc | Stock | 4,678 | $40.5 萬 | 0.1% | −281−5.7% | 減碼 | 歷史 |
| CVSCVS Health Corp | Stock | 5,673 | $40.7 萬 | 0.1% | +528+10.3% | 加碼 | 歷史 |
| Alps ETF Tr00162Q395 | OSHARES US SMLCP | 9,344 | $40.9 萬 | 0.1% | −3,541−27.5% | 減碼 | – |
| YUMYum Brands Inc | Stock | 2,634 | $41.0 萬 | 0.1% | +198+8.1% | 加碼 | 歷史 |
| TTWOTake Two Interactive Software Inc | COM | 2,075 | $41.0 萬 | 0.1% | +201+10.7% | 加碼 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 919 | $41.0 萬 | 0.1% | +121+15.2% | 加碼 | 歷史 |
| TTTrane Technologies plc | SHS | 993 | $41.4 萬 | 0.1% | +155+18.5% | 加碼 | 歷史 |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 543 | $42.0 萬 | 0.1% | +38+7.5% | 加碼 | 歷史 |
| TERTeradyne, Inc | Stock | 1,424 | $42.2 萬 | 0.1% | −58−3.9% | 減碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 4,529 | $42.6 萬 | 0.1% | +804+21.6% | 加碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138G508 | SR LN ETF | 20,907 | $42.7 萬 | 0.1% | −631−2.9% | 減碼 | – |
| CMECME Group Inc. | COM | 1,445 | $42.7 萬 | 0.1% | +206+16.6% | 加碼 | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 4,610 | $42.7 萬 | 0.1% | +441+10.6% | 加碼 | – |
| AXPAmerican Express Co | Stock | 1,432 | $43.3 萬 | 0.1% | +186+14.9% | 加碼 | 歷史 |
| DUKDuke Energy CORP | Stock | 3,326 | $43.6 萬 | 0.1% | +788+31.0% | 加碼 | 歷史 |
| WELLWelltower Inc. | REIT | 2,216 | $43.8 萬 | 0.2% | +497+28.9% | 加碼 | 歷史 |
| DELLDell Technologies Inc. | Stock | 2,694 | $44.2 萬 | 0.2% | +345+14.7% | 加碼 | 歷史 |
| ECLEcolab Inc. | Stock | 1,672 | $44.5 萬 | 0.2% | +8+0.5% | 加碼 | 歷史 |
| CMICummins Inc | Stock | 837 | $45.0 萬 | 0.2% | +41+5.2% | 加碼 | 歷史 |
| INTUIntuit Inc. | Stock | 1,051 | $45.4 萬 | 0.2% | +90+9.4% | 加碼 | 歷史 |
| MOAltria Group, Inc. | Stock | 7,177 | $47.4 萬 | 0.2% | +1,755+32.4% | 加碼 | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 1,941 | $47.4 萬 | 0.2% | −6−0.3% | 減碼 | 歷史 |
| PGRProgressive Corp | Stock | 2,419 | $48.0 萬 | 0.2% | +517+27.2% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 801 | $48.4 萬 | 0.2% | +86+12.0% | 加碼 | 歷史 |
| SLViShares Silver Trust | ETF | 7,160 | $48.8 萬 | 0.2% | −3,131−30.4% | 減碼 | 歷史 |
| HONHoneywell International Inc | COM | 2,194 | $49.6 萬 | 0.2% | +336+18.1% | 加碼 | 歷史 |
| ATOAtmos Energy Corp | COM | 2,757 | $50.9 萬 | 0.2% | −221−7.4% | 減碼 | 歷史 |
| LINLinde PLC | Stock | 1,029 | $51.0 萬 | 0.2% | +339+49.1% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 5,017 | $51.5 萬 | 0.2% | +1,212+31.9% | 加碼 | 歷史 |
| CORCencora, Inc. | Stock | 1,640 | $51.5 萬 | 0.2% | +18+1.1% | 加碼 | 歷史 |
| PWRQuanta Services, Inc. | COM | 946 | $51.9 萬 | 0.2% | +71+8.1% | 加碼 | 歷史 |
| USBUS Bancorp DE | COM NEW | 10,063 | $52.3 萬 | 0.2% | +124+1.2% | 加碼 | 歷史 |
| MSMorgan Stanley | Stock | 3,215 | $52.9 萬 | 0.2% | +118+3.8% | 加碼 | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 762 | $53.2 萬 | 0.2% | +89+13.2% | 加碼 | – |
| PANWPalo Alto Networks Inc | Stock | 3,342 | $53.6 萬 | 0.2% | +387+13.1% | 加碼 | 歷史 |
| TRVTravelers Companies, Inc. | Stock | 1,843 | $53.8 萬 | 0.2% | +345+23.0% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 5,588 | $53.9 萬 | 0.2% | −680−10.8% | 減碼 | 歷史 |
| MCKMcKesson Corp | Stock | 632 | $54.7 萬 | 0.2% | +77+13.9% | 加碼 | 歷史 |
| BXSLBlackstone Secured Lending Fund | COMMON STOCK | 23,175 | $54.9 萬 | 0.2% | −221−0.9% | 減碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 1,201 | $55.4 萬 | 0.2% | +53+4.6% | 加碼 | 歷史 |
| DEDeere & Co | Stock | 1,003 | $56.5 萬 | 0.2% | +312+45.2% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 2,339 | $56.7 萬 | 0.2% | +96+4.3% | 加碼 | 歷史 |
| APHAmphenol Corp | CL A | 4,516 | $57.1 萬 | 0.2% | +299+7.1% | 加碼 | 歷史 |
| MDLZMondelez International, Inc. | Stock | 9,954 | $57.4 萬 | 0.2% | −256−2.5% | 減碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 9,574 | $58.1 萬 | 0.2% | +374+4.1% | 加碼 | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 138 | $58.1 萬 | 0.2% | +4+3.0% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 6,279 | $58.3 萬 | 0.2% | +941+17.6% | 加碼 | 歷史 |
| AZNAstraZeneca PLC | ADR | 2,964 | $58.5 萬 | 0.2% | −58−1.9% | 減碼依 1 比 2 拆股換算 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 1,705 | $58.5 萬 | 0.2% | +152+9.8% | 加碼 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 2,846 | $59.2 萬 | 0.2% | −70−2.4% | 減碼 | 歷史 |
| TDYTeledyne Technologies Inc | COM | 988 | $59.8 萬 | 0.2% | −32−3.1% | 減碼 | 歷史 |
| COFCapital One Financial Corp | Stock | 3,288 | $60.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ETNEaton Corp plc | Stock | 1,679 | $60.1 萬 | 0.2% | +86+5.4% | 加碼 | 歷史 |
| CTVACorteva, Inc. | Stock | 7,190 | $60.2 萬 | 0.2% | −73−1.0% | 減碼 | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 2,318 | $60.3 萬 | 0.2% | +65+2.9% | 加碼 | 歷史 |
| INTCIntel Corp | Stock | 13,704 | $60.5 萬 | 0.2% | +2,429+21.5% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 2,244 | $60.7 萬 | 0.2% | +456+25.5% | 加碼 | 歷史 |
| WRBBerkley W R Corp | COM | 9,274 | $61.5 萬 | 0.2% | −163−1.7% | 減碼 | 歷史 |
| CBChubb Ltd | Stock | 1,906 | $62.1 萬 | 0.2% | +287+17.7% | 加碼 | 歷史 |
| CCitigroup Inc | Stock | 5,520 | $62.6 萬 | 0.2% | +76+1.4% | 加碼 | 歷史 |
| OGSONE Gas, Inc. | COM | 7,269 | $62.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 3,125 | $63.6 萬 | 0.2% | +707+29.2% | 加碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 4,942 | $63.6 萬 | 0.2% | −965−16.3% | 減碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 3,442 | $64.3 萬 | 0.2% | +914+36.2% | 加碼 | 歷史 |
| iShares Core High Dividend ETF46429B663 | ETF | 4,745 | $64.4 萬 | 0.2% | −332−6.5% | 減碼 | – |
| Capital Group Core Equity Et14020V108 | SHS CREAT UNIT | 16,806 | $64.6 萬 | 0.2% | −200−1.2% | 減碼 | – |
| IBKRInteractive Brokers Group, Inc. | Stock | 9,739 | $65.3 萬 | 0.2% | −578−5.6% | 減碼 | 歷史 |
| ALLAllstate Corp | Stock | 3,165 | $65.6 萬 | 0.2% | +541+20.6% | 加碼 | 歷史 |
| KLACKLA Corp | COM NEW | 449 | $66.1 萬 | 0.2% | +85+23.4% | 加碼 | 歷史 |
| iShares Core Dividend Growth ETF46434V621 | ETF | 9,521 | $66.8 萬 | 0.2% | +43+0.5% | 加碼 | – |
| GILDGilead Sciences, Inc. | Stock | 4,862 | $67.8 萬 | 0.2% | +475+10.8% | 加碼 | 歷史 |
| TAT&T Inc. | Stock | 23,387 | $67.8 萬 | 0.2% | +3,636+18.4% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 1,386 | $68.1 萬 | 0.2% | +113+8.9% | 加碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 2,999 | $70.9 萬 | 0.2% | −237−7.3% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 2,159 | $71.0 萬 | 0.2% | +162+8.1% | 加碼 | 歷史 |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 2,450 | $73.2 萬 | 0.3% | 00.0% | 不變 | – |
| WFCWells Fargo & Company | Stock | 9,301 | $74.0 萬 | 0.3% | −97−1.0% | 減碼 | 歷史 |
2025 年第 4 季之後清倉（23 檔）
2025 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 4 季股數 | 2025 年第 4 季市值 | 2025 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| ACNAccenture plc | Stock | 1,892 | $50.8 萬 | 0.2% | 歷史 |
| SONYSony Group Corp | SPONSORED ADR | 13,190 | $33.8 萬 | 0.1% | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 695 | $32.9 萬 | 0.1% | – |
| ELVElevance Health, Inc. | Stock | 881 | $30.9 萬 | 0.1% | 歷史 |
| BRBroadridge Financial Solutions, Inc. | Stock | 1,344 | $30.0 萬 | 0.1% | 歷史 |
| JKHYJack Henry & Associates Inc | Stock | 1,564 | $28.5 萬 | 0.1% | 歷史 |
| METMetlife Inc | Stock | 3,424 | $27.0 萬 | 0.1% | 歷史 |
| FICOFair Isaac Corp | COM | 156 | $26.4 萬 | 0.1% | 歷史 |
| BBarrick Mining Corp | Stock | 5,930 | $25.8 萬 | 0.1% | 歷史 |
| SPGIS&P Global Inc. | Stock | 488 | $25.5 萬 | 0.1% | 歷史 |
| SNOWSnowflake Inc. | Stock | 1,144 | $25.1 萬 | 0.1% | 歷史 |
| HOODRobinhood Markets, Inc. | Stock | 2,202 | $24.9 萬 | 0.1% | 歷史 |
| ALNYAlnylam Pharmaceuticals, Inc. | COM | 620 | $24.7 萬 | 0.1% | 歷史 |
| THCTenet Healthcare Corp | COM NEW | 1,230 | $24.4 萬 | 0.1% | 歷史 |
| NKENIKE, Inc. | Stock | 3,734 | $23.8 萬 | 0.1% | 歷史 |
| BSYBentley Systems Inc | COM CL B | 6,164 | $23.5 萬 | 0.1% | 歷史 |
| RPMRPM International Inc | COM | 2,196 | $22.8 萬 | 0.1% | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 360 | $22.6 萬 | 0.1% | – |
| Vanguard Scottsdale FDS92206C714 | VNG RUS1000VAL | 2,315 | $21.4 萬 | 0.1% | – |
| NVONovo Nordisk A S | ADR | 4,145 | $21.1 萬 | 0.1% | 歷史 |
| EFXEquifax Inc | COM | 945 | $20.5 萬 | 0.1% | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 2,994 | $20.1 萬 | 0.1% | – |
| AESAES Corp | Stock | 13,986 | $20.1 萬 | 0.1% | 歷史 |