Everpar Advisors LLC
- SEC CIK
- 0002010410
- 最新申報
- 2026/7/9
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/7/9 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 302
- 較 2026 年第 1 季 +20
- 總值
- $3.52 億
- 較 2026 年第 1 季 +$6,110 萬 (+21.0%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| MCHPMicrochip Technology Inc | Stock | 3,675 | $33.5 萬 | 0.1% | +238+6.9% | 加碼 | 歷史 |
| WECWec Energy Group, Inc. | Stock | 2,885 | $33.7 萬 | 0.1% | +420+17.0% | 加碼 | 歷史 |
| CSXCSX Corp | Stock | 7,233 | $34.4 萬 | 0.1% | +212+3.0% | 加碼 | 歷史 |
| LIILennox International Inc | COM | 602 | $34.5 萬 | 0.1% | −49−7.5% | 減碼 | 歷史 |
| SLBSLB Limited | Stock | 7,434 | $34.6 萬 | 0.1% | −213−2.8% | 減碼 | 歷史 |
| EBAYeBay Inc | COM | 3,096 | $34.6 萬 | 0.1% | +207+7.2% | 加碼 | 歷史 |
| CAHCardinal Health Inc | Stock | 1,459 | $34.7 萬 | 0.1% | +13+0.9% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 2,221 | $34.8 萬 | 0.1% | −1,221−35.5% | 減碼 | 歷史 |
| MUFGMitsubishi Ufj Financial Group Inc | SPONSORED ADS | 17,644 | $35.1 萬 | 0.1% | −1,403−7.4% | 減碼 | 歷史 |
| APOApollo Global Management, Inc. | COM | 2,971 | $35.1 萬 | 0.1% | +1,142+62.4% | 加碼 | 歷史 |
| RCLRoyal Caribbean Cruises Ltd | COM | 1,113 | $35.3 萬 | 0.1% | +175+18.7% | 加碼 | 歷史 |
| CEGConstellation Energy Corp | Stock | 1,427 | $35.4 萬 | 0.1% | +116+8.8% | 加碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 901 | $35.8 萬 | 0.1% | −300−25.0% | 減碼 | 歷史 |
| SYKStryker Corp | Stock | 1,146 | $36.1 萬 | 0.1% | +485+73.4% | 加碼 | 歷史 |
| NVSNovartis AG | ADR | 2,326 | $36.5 萬 | 0.1% | +203+9.6% | 加碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 3,580 | $36.6 萬 | 0.1% | +11+0.3% | 加碼 | 歷史 |
| FLEXFlex Ltd. | Stock | 2,285 | $37.0 萬 | 0.1% | +2,285 | 新進 | 歷史 |
| MMM3M Co | Stock | 2,311 | $37.4 萬 | 0.1% | +57+2.5% | 加碼 | 歷史 |
| CMSCMS Energy Corp | COM | 4,903 | $37.5 萬 | 0.1% | +4,903 | 新進 | 歷史 |
| FCXFreeport-McMoran Inc | Stock | 6,011 | $37.8 萬 | 0.1% | −43−0.7% | 減碼 | 歷史 |
| MRVLMarvell Technology, Inc. | COM | 1,270 | $37.8 萬 | 0.1% | +1,270 | 新進 | 歷史 |
| CLColgate Palmolive Co | Stock | 4,152 | $38.1 萬 | 0.1% | −31−0.7% | 減碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 748 | $38.1 萬 | 0.1% | −53−6.6% | 減碼 | 歷史 |
| EAElectronic Arts Inc. | COM | 1,860 | $38.1 萬 | 0.1% | +1,860 | 新進 | 歷史 |
| HLTHilton Worldwide Holdings Inc. | COM | 1,155 | $38.2 萬 | 0.1% | +118+11.4% | 加碼 | 歷史 |
| IQVIQVIA Holdings Inc. | Stock | 1,980 | $38.3 萬 | 0.1% | −280−12.4% | 減碼 | 歷史 |
| SLViShares Silver Trust | ETF | 7,160 | $38.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287721 | U.S. TECH ETF | 1,534 | $38.7 萬 | 0.1% | +80+5.5% | 加碼 | – |
| DVNDevon Energy Corp | Stock | 9,388 | $38.8 萬 | 0.1% | +4,998+113.8% | 加碼 | 歷史 |
| ADIAnalog Devices Inc | Stock | 983 | $39.0 萬 | 0.1% | +44+4.7% | 加碼 | 歷史 |
| AMPAmeriprise Financial Inc | COM | 852 | $39.1 萬 | 0.1% | −6−0.7% | 減碼 | 歷史 |
| MLMMartin Marietta Materials Inc | COM | 681 | $39.3 萬 | 0.1% | +8+1.2% | 加碼 | 歷史 |
| BLKBlackRock, Inc. | Stock | 410 | $39.4 萬 | 0.1% | +20+5.1% | 加碼 | 歷史 |
| XELXcel Energy Inc | Stock | 4,955 | $39.8 萬 | 0.1% | −6−0.1% | 減碼 | 歷史 |
| APPAppLovin Corp | COM CL A | 779 | $40.1 萬 | 0.1% | +10+1.3% | 加碼 | 歷史 |
| VLOValero Energy Corp | Stock | 1,550 | $40.4 萬 | 0.1% | +153+11.0% | 加碼 | 歷史 |
| CORCencora, Inc. | Stock | 1,427 | $40.4 萬 | 0.1% | −213−13.0% | 減碼 | 歷史 |
| YUMYum Brands Inc | Stock | 2,574 | $41.1 萬 | 0.1% | −60−2.3% | 減碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 3,847 | $41.4 萬 | 0.1% | −75−1.9% | 減碼 | 歷史 |
| ECLEcolab Inc. | Stock | 1,490 | $41.5 萬 | 0.1% | −182−10.9% | 減碼 | 歷史 |
| NDSNNordson Corp | COM | 1,382 | $41.7 萬 | 0.1% | −24−1.7% | 減碼 | 歷史 |
| FTNTFortinet, Inc. | Stock | 2,729 | $41.9 萬 | 0.1% | +2,729 | 新進 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 4,568 | $42.2 萬 | 0.1% | +39+0.9% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 1,555 | $42.3 萬 | 0.1% | −29−1.8% | 減碼 | 歷史 |
| CDNSCadence Design Systems Inc | Stock | 1,136 | $42.6 萬 | 0.1% | +229+25.2% | 加碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 1,944 | $43.5 萬 | 0.1% | +454+30.5% | 加碼 | 歷史 |
| ATOAtmos Energy Corp | COM | 2,531 | $43.6 萬 | 0.1% | −226−8.2% | 減碼 | 歷史 |
| HWMHowmet Aerospace Inc. | Stock | 1,718 | $46.2 萬 | 0.1% | +127+8.0% | 加碼 | 歷史 |
| BNYBank of New York Mellon Corp | Stock | 3,269 | $47.3 萬 | 0.1% | +255+8.5% | 加碼 | 歷史 |
| MNSTMonster Beverage Corp | COM | 4,948 | $47.6 萬 | 0.1% | +190+4.0% | 加碼 | 歷史 |
| TAT&T Inc. | Stock | 23,643 | $48.9 萬 | 0.1% | +256+1.1% | 加碼 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 986 | $49.0 萬 | 0.1% | +67+7.3% | 加碼 | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 1,941 | $49.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Invesco Exch Traded FD Tr II46138G508 | SR LN ETF | 24,599 | $50.1 萬 | 0.1% | +3,692+17.7% | 加碼 | – |
| TTTrane Technologies plc | SHS | 1,022 | $50.2 萬 | 0.1% | +29+2.9% | 加碼 | 歷史 |
| DUKDuke Energy CORP | Stock | 3,968 | $50.2 萬 | 0.1% | +642+19.3% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 5,790 | $50.8 萬 | 0.1% | −489−7.8% | 減碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 8,874 | $51.1 萬 | 0.1% | −700−7.3% | 減碼 | 歷史 |
| BXBlackstone Inc. | COM | 4,375 | $51.5 萬 | 0.1% | +1,285+41.6% | 加碼 | 歷史 |
| MCKMcKesson Corp | Stock | 683 | $51.6 萬 | 0.1% | +51+8.1% | 加碼 | 歷史 |
| PGRProgressive Corp | Stock | 2,377 | $51.9 萬 | 0.1% | −42−1.7% | 減碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 2,395 | $52.8 萬 | 0.2% | −604−20.1% | 減碼 | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 5,616 | $54.2 萬 | 0.2% | +1,006+21.8% | 加碼 | – |
| MOAltria Group, Inc. | Stock | 7,602 | $54.7 萬 | 0.2% | +425+5.9% | 加碼 | 歷史 |
| WELLWelltower Inc. | REIT | 2,410 | $54.7 萬 | 0.2% | +194+8.8% | 加碼 | 歷史 |
| AZNAstraZeneca PLC | ADR | 2,894 | $54.9 萬 | 0.2% | −70−2.4% | 減碼 | 歷史 |
| BXSLBlackstone Secured Lending Fund | COMMON STOCK | 23,175 | $54.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| OGSONE Gas, Inc. | COM | 7,269 | $56.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| URIUnited Rentals, Inc. | COM | 495 | $56.1 萬 | 0.2% | +51+11.5% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 6,199 | $56.2 萬 | 0.2% | +1,182+23.6% | 加碼 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 4,488 | $56.7 萬 | 0.2% | −374−7.7% | 減碼 | 歷史 |
| TTWOTake Two Interactive Software Inc | COM | 2,353 | $58.8 萬 | 0.2% | +278+13.4% | 加碼 | 歷史 |
| CTVACorteva, Inc. | Stock | 6,973 | $59.1 萬 | 0.2% | −217−3.0% | 減碼 | 歷史 |
| AXPAmerican Express Co | Stock | 1,746 | $59.1 萬 | 0.2% | +314+21.9% | 加碼 | 歷史 |
| TDYTeledyne Technologies Inc | COM | 888 | $59.2 萬 | 0.2% | −100−10.1% | 減碼 | 歷史 |
| CVSCVS Health Corp | Stock | 5,756 | $59.5 萬 | 0.2% | +83+1.5% | 加碼 | 歷史 |
| COPConocoPhillips | Stock | 5,817 | $60.5 萬 | 0.2% | −562−8.8% | 減碼 | 歷史 |
| USBUS Bancorp DE | COM NEW | 10,030 | $60.6 萬 | 0.2% | −33−0.3% | 減碼 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 1,715 | $60.8 萬 | 0.2% | +10+0.6% | 加碼 | 歷史 |
| LINLinde PLC | Stock | 1,176 | $61.0 萬 | 0.2% | +147+14.3% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 4,520 | $61.2 萬 | 0.2% | −249−5.2% | 減碼 | 歷史 |
| CMICummins Inc | Stock | 865 | $61.7 萬 | 0.2% | +28+3.3% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 6,442 | $62.0 萬 | 0.2% | +854+15.3% | 加碼 | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 2,345 | $63.4 萬 | 0.2% | +27+1.2% | 加碼 | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 3,568 | $63.6 萬 | 0.2% | +118+3.4% | 加碼依 25 比 1 拆股換算 | 歷史 |
| TERTeradyne, Inc | Stock | 1,318 | $63.8 萬 | 0.2% | −106−7.4% | 減碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 15,355 | $65.0 萬 | 0.2% | −134−0.9% | 減碼 | 歷史 |
| CBChubb Ltd | Stock | 1,910 | $65.1 萬 | 0.2% | +4+0.2% | 加碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 2,198 | $65.5 萬 | 0.2% | +220+11.1% | 加碼 | 歷史 |
| DEDeere & Co | Stock | 1,036 | $65.7 萬 | 0.2% | +33+3.3% | 加碼 | 歷史 |
| TRVTravelers Companies, Inc. | Stock | 2,001 | $66.1 萬 | 0.2% | +158+8.6% | 加碼 | 歷史 |
| MDLZMondelez International, Inc. | Stock | 11,587 | $67.0 萬 | 0.2% | +1,633+16.4% | 加碼 | 歷史 |
| WRBBerkley W R Corp | COM | 9,670 | $68.2 萬 | 0.2% | +396+4.3% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 2,547 | $68.8 萬 | 0.2% | −414−14.0% | 減碼 | 歷史 |
| COFCapital One Financial Corp | Stock | 3,456 | $69.3 萬 | 0.2% | +168+5.1% | 加碼 | 歷史 |
| Capital Group Core Equity Et14020V108 | SHS CREAT UNIT | 16,156 | $71.9 萬 | 0.2% | −650−3.9% | 減碼 | – |
| IBMInternational Business Machines Corp | Stock | 2,566 | $72.2 萬 | 0.2% | +227+9.7% | 加碼 | 歷史 |
| FTITechnipFMC plc | COM | 10,893 | $72.2 萬 | 0.2% | −841−7.2% | 減碼 | 歷史 |
| PWRQuanta Services, Inc. | COM | 1,011 | $72.8 萬 | 0.2% | +65+6.9% | 加碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 6,254 | $73.0 萬 | 0.2% | −953−13.2% | 減碼 | 歷史 |
2026 年第 1 季之後清倉（24 檔）
2026 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2026 年第 1 季股數 | 2026 年第 1 季市值 | 2026 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| HONHoneywell International Inc | COM | 2,194 | $49.6 萬 | 0.2% | 歷史 |
| INTUIntuit Inc. | Stock | 1,051 | $45.4 萬 | 0.2% | 歷史 |
| HIIHuntington Ingalls Industries, Inc. | COM | 877 | $33.3 萬 | 0.1% | 歷史 |
| CMCSAComcast Corp | Stock | 11,537 | $33.1 萬 | 0.1% | 歷史 |
| ROLRollins Inc | COM | 5,920 | $31.6 萬 | 0.1% | 歷史 |
| iShares S&P 500 Value ETF464287408 | ETF | 1,450 | $30.6 萬 | 0.1% | – |
| ICEIntercontinental Exchange, Inc. | Stock | 1,941 | $30.5 萬 | 0.1% | 歷史 |
| HIGHartford Insurance Group, Inc. | Stock | 2,156 | $29.2 萬 | 0.1% | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 1,343 | $28.2 萬 | 0.1% | 歷史 |
| CTRACoterra Energy Inc. | Stock | 7,735 | $27.2 萬 | 0.1% | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 442 | $25.5 萬 | 0.1% | – |
| STZConstellation Brands, Inc. | Stock | 1,693 | $25.4 萬 | 0.1% | 歷史 |
| ADBEAdobe Inc. | Stock | 1,037 | $25.2 萬 | 0.1% | 歷史 |
| GRMNGarmin Ltd | SHS | 1,070 | $24.8 萬 | 0.1% | 歷史 |
| INSMINSMED Inc | COM PAR $.01 | 1,503 | $24.6 萬 | 0.1% | 歷史 |
| ALLEAllegion plc | ORD SHS | 1,670 | $24.3 萬 | 0.1% | 歷史 |
| ULTAUlta Beauty, Inc. | Stock | 447 | $23.4 萬 | 0.1% | 歷史 |
| MSIMotorola Solutions, Inc. | Stock | 510 | $22.1 萬 | 0.1% | 歷史 |
| BJBJ's Wholesale Club Holdings, Inc. | COM | 2,247 | $22.1 萬 | 0.1% | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 2,354 | $21.7 萬 | 0.1% | 歷史 |
| VICIVici Properties Inc. | COM | 7,807 | $21.3 萬 | 0.1% | 歷史 |
| OSKOshkosh Corp | COM | 1,437 | $21.2 萬 | 0.1% | 歷史 |
| TTETotalEnergies SE | ACT | 2,218 | $20.2 萬 | 0.1% | 歷史 |
| NGLNGL Energy Partners LP | COM UNIT REPST | 13,942 | $17.2 萬 | 0.1% | 歷史 |