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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 111 项
建仓 16
增持 33
减持 52
清仓 10
方向
标的
Δ市值
现股数(环比)
建仓
BCI
ABRDN ETFS
+$5.7M
265,230
增持
JAAA
JANUS DETROIT STR TR
+$2.6M
109,670
+90%
减持
JEPQ
J P MORGAN EXCHANGE TRADED F
-$2.5M
225,427
-10%
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
JMST
J P MORGAN EXCHANGE TRADED F
+$2.4M
84,068
+128%
减持
NVDA
NVIDIA CORPORATION
-$1.4M
48,312
-2%
建仓
USTB
VICTORY PORTFOLIOS II
+$997.6K
19,697
增持
CGCB
CAPITAL GRP FIXED INCM ETF T
+$923.1K
45,085
+344%
清仓
MUB
ISHARES TR
-$886.1K
0
-100%
建仓
JPIE
J P MORGAN EXCHANGE TRADED F
+$713.1K
15,478
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$692.9K
780
-62%
减持
GOOGL
ALPHABET INC
-$678.0K
11,765
-11%
建仓
CGXU
CAPITAL GROUP INTL FOCUS EQT
+$500.6K
20,450
减持
AGG
ISHARES TR
-$419.7K
6,378
-41%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$408.5K
48,345
+30%
建仓
QQQ
INVESCO QQQ TR
+$390.1K
832
清仓
IBMO
ISHARES TR
-$365.0K
0
-100%
减持
AVGO
BROADCOM INC
-$345.5K
2,459
-25%
增持
MSFT
MICROSOFT CORP
-$332.4K
7,556
+1%
建仓
CGMU
CAPITAL GRP FIXED INCM ETF T
+$313.3K
11,680
建仓
FLMI
FRANKLIN TEMPLETON ETF TR
+$296.9K
12,150
减持
TGT
TARGET CORP
-$294.9K
4,289
-22%
建仓
PSX
PHILLIPS 66
+$291.7K
2,362
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$290.5K
3,442
建仓
JGLO
J P MORGAN EXCHANGE TRADED F
+$284.1K
4,820
清仓
FENY
FIDELITY COVINGTON TRUST
-$276.9K
0
-100%
建仓
IWF
ISHARES TR
+$267.2K
740
清仓
IBMQ
ISHARES TR
-$262.1K
0
-100%
清仓
WST
WEST PHARMACEUTICAL SVSC INC
-$260.4K
0
-100%
增持
EXC
EXELON CORP
+$255.8K
12,317
+49%
减持
IBDR
ISHARES TR
-$249.6K
86,491
-11%
建仓
IBDY
ISHARES TR
+$237.1K
9,275
增持
AAPL
APPLE INC
-$235.7K
22,186
+8%
建仓
GILD
GILEAD SCIENCES INC
+$234.1K
2,089
清仓
CF
CF INDS HLDGS INC
-$231.5K
0
-100%
清仓
GNRC
GENERAC HLDGS INC
-$224.4K
0
-100%
减持
IBDT
ISHARES TR
-$224.4K
82,102
-11%
建仓
GSIE
GOLDMAN SACHS ETF TR
+$213.9K
6,000
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$213.3K
3,239
-3%
建仓
AMGN
AMGEN INC
+$207.5K
666
建仓
IBTJ
ISHARES TR
+$206.8K
9,500
清仓
SUB
ISHARES TR
-$205.8K
0
-100%
减持
IBDV
ISHARES TR
-$203.3K
93,271
-11%
减持
LOW
LOWES COS INC
-$195.1K
3,955
-13%
减持
MA
MASTERCARD INCORPORATED
-$194.3K
2,217
-17%
减持
META
META PLATFORMS INC
-$190.0K
1,425
-17%
增持
AMZN
AMAZON COM INC
-$163.5K
8,468
+5%
减持
DIS
DISNEY WALT CO
-$161.5K
6,297
-10%
减持
PWR
QUANTA SVCS INC
-$150.8K
1,431
-12%
增持
GSLC
GOLDMAN SACHS ETF TR
-$150.3K
391,544
+4%
减持
JPM
JPMORGAN CHASE & CO.
-$149.0K
5,480
-12%
减持
EVMT
INVESCO ACTVELY MNGD ETC FD
-$143.8K
13,680
-44%
减持
FISV
FISERV INC
-$127.0K
2,663
-23%
增持
IBDS
ISHARES TR
+$123.8K
17,958
+39%
增持
FTEC
FIDELITY COVINGTON TRUST
+$123.1K
2,242
+74%
减持
UNH
UNITEDHEALTH GROUP INC
-$120.3K
727
-27%
增持
INTC
INTEL CORP
+$119.7K
29,713
+7%
减持
IBDX
ISHARES TR
-$117.9K
82,260
-7%
减持
CSCO
CISCO SYS INC
-$117.7K
17,518
-13%
减持
KLAC
KLA CORP
-$115.5K
819
-23%
减持
AMP
AMERIPRISE FINL INC
-$103.1K
1,155
-7%
减持
VZ
VERIZON COMMUNICATIONS INC
-$102.5K
33,500
-17%
减持
PRU
PRUDENTIAL FINL INC
-$102.2K
3,927
-14%
减持
—
ACCENTURE PLC IRELAND
-$101.5K
767
-21%
增持
JNJ
JOHNSON & JOHNSON
+$99.2K
3,959
+3%
减持
BAC
BANK AMERICA CORP
-$93.7K
8,981
-16%
清仓
PTON
PELOTON INTERACTIVE INC
-$88.7K
0
-100%
减持
GOOG
ALPHABET INC
-$84.2K
1,291
-14%
减持
AXP
AMERICAN EXPRESS CO
-$80.8K
1,631
-7%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$79.3K
7,700
+25%
增持
NUE
NUCOR CORP
+$75.0K
3,520
+18%
增持
IVV
ISHARES TR
+$74.3K
658
+31%
减持
ABBV
ABBVIE INC
+$74.3K
3,631
-6%
减持
MRK
MERCK & CO INC
-$73.4K
5,244
-4%
减持
NFLX
NETFLIX INC
-$70.4K
455
-18%
减持
MTB
M & T BK CORP
-$69.5K
4,558
-3%
增持
TSLA
TESLA INC
-$68.5K
1,043
+24%
增持
LLY
ELI LILLY & CO
+$61.6K
570
+8%
减持
HST
HOST HOTELS & RESORTS INC
-$60.2K
11,705
-9%
增持
V
VISA INC
+$57.6K
1,292
+3%
增持
KVUE
KENVUE INC
+$53.3K
16,769
+3%
增持
HDV
ISHARES TR
+$52.9K
2,372
+14%
增持
—
ISHARES TR
+$51.8K
47,991
+4%
增持
CODI
COMPASS DIVERSIFIED
-$46.5K
11,124
+1%
增持
—
PENNS WOODS BANCORP INC
-$42.4K
17,315
+0%
减持
—
EXXON MOBIL CORP
+$35.6K
3,795
-2%
减持
VTI
VANGUARD INDEX FDS
-$34.9K
1,249
-4%
减持
WMT
WALMART INC
-$33.1K
2,900
-9%
减持
MET
METLIFE INC
-$29.5K
5,508
-4%
清仓
—
GAN LTD
-$28.3K
0
-100%
减持
MCK
MCKESSON CORP
+$26.7K
1,241
-13%
增持
CZNC
CITIZENS & NORTHN CORP
+$26.0K
16,848
+0%
增持
QUAL
ISHARES TR
-$25.6K
4,557
+1%
减持
BDN
BRANDYWINE RLTY TR
-$19.0K
11,380
-9%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$16.4K
955
+1%
减持
DE
DEERE & CO
+$16.3K
562
-4%
增持
OLED
UNIVERSAL DISPLAY CORP
-$13.4K
2,132
+0%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$11.2K
4,775
-11%
减持
UNP
UNION PAC CORP
-$11.1K
1,881
-6%
增持
SDG
ISHARES TR
+$9.0K
7,450
+1%
减持
CIG
CIA ENERGETICA DE MINAS GERA
-$5.8K
22,858
-12%
增持
MAS
MASCO CORP
+$5.7K
8,434
+5%
减持
DEM
WISDOMTREE TR
+$5.6K
7,217
-2%
增持
MSTR
MICROSTRATEGY INC
+$5.1K
5,443
+1%
增持
CGGR
CAPITAL GROUP GROWTH ETF
-$4.7K
41,888
+8%
减持
COST
COSTCO WHSL CORP NEW
-$3.4K
1,184
-3%
减持
F
FORD MTR CO
+$3.2K
40,335
-1%
减持
CVX
CHEVRON CORP NEW
+$3.0K
5,747
-13%
增持
PFE
PFIZER INC
+$2.6K
13,346
+6%
减持
SYK
STRYKER CORPORATION
-$2.3K
1,594
-4%
减持
ROP
ROPER TECHNOLOGIES INC
-$2.1K
1,831
-12%
减持
DTE
DTE ENERGY CO
+$221
5,726
-13%
