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Evergreen Wealth Solutions, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Evergreen Wealth Solutions, LLC
报告期 2026-03-31 · CIK 0001904432
持仓数
406
前50大市值合计
$1.02B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 116 项
建仓 10
增持 58
减持 30
清仓 18
方向
标的
Δ市值
现股数(环比)
减持
AGG
ISHARES TR
-$11.0M
10,842
-91%
清仓
—
ISHARES TR
-$2.3M
0
-100%
增持
IBDX
ISHARES TR
+$1.9M
88,431
+716%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
JAAA
JANUS DETROIT STR TR
+$1.7M
57,683
+141%
增持
GSLC
GOLDMAN SACHS ETF TR
+$1.5M
375,513
+2%
增持
NVDA
NVIDIA CORPORATION
+$1.1M
49,113
+9%
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$972.5K
36,858
+109%
建仓
AVGO
BROADCOM INC
+$757.2K
3,266
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$753.4K
38,724
+96%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$682.9K
37,282
+115%
增持
—
ISHARES TR
+$638.4K
46,114
+124%
清仓
SWK
STANLEY BLACK & DECKER INC
-$631.7K
0
-100%
清仓
PEG
PUBLIC SVC ENTERPRISE GRP IN
-$612.1K
0
-100%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$558.3K
251,112
+1%
清仓
—
ISHARES TR
-$511.9K
0
-100%
清仓
IWS
ISHARES TR
-$507.4K
0
-100%
减持
MUB
ISHARES TR
-$458.5K
8,316
-33%
清仓
REGN
REGENERON PHARMACEUTICALS
-$452.0K
0
-100%
清仓
IWP
ISHARES TR
-$414.0K
0
-100%
建仓
LLY
ELI LILLY & CO
+$409.2K
530
清仓
COP
CONOCOPHILLIPS
-$401.2K
0
-100%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$382.7K
3,335
+36%
增持
AMZN
AMAZON COM INC
+$380.3K
8,089
+8%
清仓
SCZ
ISHARES TR
-$377.1K
0
-100%
增持
AAPL
APPLE INC
+$361.7K
20,621
+0%
建仓
ITOT
ISHARES TR
+$355.0K
2,760
清仓
FMB
FIRST TR EXCHANGE-TRADED FD
-$323.0K
0
-100%
建仓
EXC
EXELON CORP
+$311.8K
8,284
增持
GOOGL
ALPHABET INC
+$310.7K
13,193
+0%
减持
WMT
WALMART INC
-$288.3K
3,183
-55%
建仓
GOOG
ALPHABET INC
+$285.9K
1,501
建仓
ADP
AUTOMATIC DATA PROCESSING IN
+$275.5K
941
建仓
CGCB
CAPITAL GRP FIXED INCM ETF T
+$261.8K
10,150
清仓
DHR
DANAHER CORPORATION
-$259.1K
0
-100%
清仓
CMI
CUMMINS INC
-$253.9K
0
-100%
清仓
ALL
ALLSTATE CORP
-$249.7K
0
-100%
建仓
DE
DEERE & CO
+$247.4K
584
清仓
QQQ
INVESCO QQQ TR
-$244.5K
0
-100%
建仓
FTEC
FIDELITY COVINGTON TRUST
+$238.5K
1,290
增持
JPM
JPMORGAN CHASE & CO.
+$236.5K
6,229
+5%
清仓
VLO
VALERO ENERGY CORP
-$233.1K
0
-100%
增持
CSCO
CISCO SYS INC
+$224.6K
20,248
+11%
增持
META
META PLATFORMS INC
+$213.8K
1,727
+24%
清仓
—
BROOKFIELD RENEWABLE CORP
-$213.3K
0
-100%
减持
IBMQ
ISHARES TR
-$207.6K
10,411
-43%
建仓
SUB
ISHARES TR
+$205.8K
1,951
清仓
WAB
WABTEC
-$202.3K
0
-100%
增持
CVX
CHEVRON CORP NEW
+$196.8K
6,617
+28%
增持
VZ
VERIZON COMMUNICATIONS INC
-$183.3K
40,561
+1%
增持
—
PENNS WOODS BANCORP INC
+$180.7K
17,298
+19%
增持
MA
MASTERCARD INCORPORATED
+$170.3K
2,677
+7%
减持
DTE
DTE ENERGY CO
-$164.7K
6,555
-12%
增持
COST
COSTCO WHSL CORP NEW
+$162.5K
1,226
+13%
减持
SDG
ISHARES TR
-$158.2K
7,410
-9%
减持
LOW
LOWES COS INC
-$147.5K
4,528
-3%
减持
IBMO
ISHARES TR
-$147.1K
14,335
-28%
增持
DIS
DISNEY WALT CO
+$140.2K
7,032
+5%
减持
NUE
NUCOR CORP
-$138.6K
2,987
-8%
增持
OLED
UNIVERSAL DISPLAY CORP
-$134.3K
2,126
+0%
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$130.1K
2,078
+6%
增持
IBDW
ISHARES TR
+$129.9K
17,975
+62%
减持
PFE
PFIZER INC
-$128.0K
12,650
-21%
增持
MSFT
MICROSOFT CORP
+$124.8K
7,518
+6%
增持
KLAC
KLA CORP
-$123.6K
1,067
+4%
增持
TSLA
TESLA INC
+$122.5K
839
+1%
增持
AXP
AMERICAN EXPRESS CO
+$119.4K
1,751
+19%
减持
—
ACCENTURE PLC IRELAND
-$117.1K
969
-25%
增持
IBDU
ISHARES TR
+$116.4K
18,585
+42%
增持
MCK
MCKESSON CORP
+$109.1K
1,419
+0%
增持
SMR
NUSCALE PWR CORP
+$99.3K
14,938
+3%
增持
MET
METLIFE INC
+$95.0K
5,761
+26%
减持
FENY
FIDELITY COVINGTON TRUST
-$92.7K
11,615
-24%
减持
JNJ
JOHNSON & JOHNSON
-$90.0K
3,855
-4%
增持
INTC
INTEL CORP
+$86.3K
27,687
+39%
增持
IBDR
ISHARES TR
+$75.4K
97,365
+4%
增持
ROP
ROPER TECHNOLOGIES INC
-$73.8K
2,081
+0%
减持
EVMT
INVESCO ACTVELY MNGD ETC FD
-$71.4K
24,600
-5%
减持
FISV
FISERV INC
+$71.0K
3,481
-3%
减持
CF
CF INDS HLDGS INC
-$67.6K
2,713
-22%
减持
SYK
STRYKER CORPORATION
-$62.3K
1,654
-9%
增持
ABBV
ABBVIE INC
-$62.0K
3,863
+2%
增持
IVV
ISHARES TR
+$61.5K
502
+24%
减持
AMP
AMERIPRISE FINL INC
-$60.6K
1,244
-19%
减持
HDV
ISHARES TR
-$56.8K
2,088
-16%
增持
MRK
MERCK & CO INC
-$53.0K
5,470
+4%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$51.8K
6,166
+21%
增持
VTI
VANGUARD INDEX FDS
+$47.5K
1,305
+12%
增持
MAS
MASCO CORP
-$45.6K
8,003
+7%
增持
TGT
TARGET CORP
-$44.8K
5,493
+9%
减持
GNRC
GENERAC HLDGS INC
-$41.8K
1,447
-14%
减持
V
VISA INC
+$41.7K
1,250
-3%
增持
IBDT
ISHARES TR
+$39.4K
92,300
+4%
减持
KVUE
KENVUE INC
-$38.6K
16,337
-2%
减持
—
EXXON MOBIL CORP
-$38.5K
3,865
-0%
减持
BAC
BANK AMERICA CORP
+$35.1K
10,659
-2%
增持
UNH
UNITEDHEALTH GROUP INC
-$33.4K
991
+8%
增持
QUAL
ISHARES TR
+$32.3K
4,517
+5%
增持
IBDS
ISHARES TR
+$30.4K
12,958
+13%
减持
PTON
PELOTON INTERACTIVE INC
+$29.1K
10,195
-20%
增持
PRU
PRUDENTIAL FINL INC
+$24.0K
4,562
+7%
增持
DEM
WISDOMTREE TR
-$22.5K
7,363
+1%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$19.2K
5,350
-1%
减持
MTB
M & T BK CORP
-$19.0K
4,703
-7%
清仓
—
LUMINAR TECHNOLOGIES INC
-$18.0K
0
-100%
增持
CZNC
CITIZENS & NORTHN CORP
-$17.9K
16,826
+0%
增持
CODI
COMPASS DIVERSIFIED
+$12.9K
11,014
+1%
增持
UNP
UNION PAC CORP
-$12.9K
1,997
+5%
增持
F
FORD MTR CO
-$12.8K
40,543
+3%
减持
NFLX
NETFLIX INC
+$12.4K
555
-18%
增持
APD
AIR PRODS & CHEMS INC
-$11.7K
1,873
+0%
增持
HST
HOST HOTELS & RESORTS INC
+$10.4K
12,932
+5%
减持
CIG
CIA ENERGETICA DE MINAS GERA
-$9.2K
25,978
-3%
减持
PWR
QUANTA SVCS INC
-$9.0K
1,628
-7%
增持
BDN
BRANDYWINE RLTY TR
+$8.1K
12,455
+10%
增持
IBDV
ISHARES TR
+$3.0K
104,361
+4%
增持
QS
QUANTUMSCAPE CORP
+$2.8K
12,446
+16%
