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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 117 项
建仓 15
增持 39
减持 57
清仓 6
方向
标的
Δ市值
现股数(环比)
减持
GSLC
GOLDMAN SACHS ETF TR
+$2.6M
376,614
-4%
增持
NVDA
NVIDIA CORPORATION
+$2.5M
49,202
+2%
增持
IVV
ISHARES TR
+$2.0M
3,843
+484%
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。
减持
JAAA
JANUS DETROIT STR TR
-$1.4M
82,101
-25%
建仓
CGGE
CAPITAL GROUP GLOBAL EQUITY
+$1.3M
43,557
建仓
IWP
ISHARES TR
+$1.1M
7,995
建仓
CGUS
CAPITAL GROUP CORE EQUITY ET
+$1.1M
28,975
增持
USTB
VICTORY PORTFOLIOS II
+$1.0M
39,946
+103%
建仓
GPIQ
GOLDMAN SACHS ETF TR
+$876.7K
17,600
增持
AVGO
BROADCOM INC
+$849.5K
4,576
+86%
增持
CGCB
CAPITAL GRP FIXED INCM ETF T
+$735.7K
73,025
+62%
增持
JPIE
J P MORGAN EXCHANGE TRADED F
+$697.8K
30,459
+97%
增持
META
META PLATFORMS INC
+$655.6K
2,001
+40%
减持
MSFT
MICROSOFT CORP
+$558.3K
6,825
-10%
增持
FLMI
FRANKLIN TEMPLETON ETF TR
+$427.2K
29,850
+146%
建仓
PDBC
INVESCO ACTVELY MNGD ETC FD
+$401.0K
30,750
增持
FTEC
FIDELITY COVINGTON TRUST
+$392.2K
3,822
+70%
清仓
TMO
THERMO FISHER SCIENTIFIC INC
-$388.2K
0
-100%
减持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$369.7K
221,366
-2%
清仓
ITOT
ISHARES TR
-$336.7K
0
-100%
建仓
ORCL
ORACLE CORP
+$303.2K
1,387
清仓
PSX
PHILLIPS 66
-$291.7K
0
-100%
增持
GOOGL
ALPHABET INC
+$286.4K
11,949
+2%
建仓
WAB
WABTEC
+$286.2K
1,367
减持
MAS
MASCO CORP
-$279.8K
4,765
-44%
清仓
IWF
ISHARES TR
-$267.2K
0
-100%
建仓
—
TOTALENERGIES SE
+$251.5K
4,097
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$244.1K
3,922
+14%
建仓
QCOM
QUALCOMM INC
+$237.2K
1,489
清仓
IBDY
ISHARES TR
-$237.1K
0
-100%
建仓
BA
BOEING CO
+$236.3K
1,128
建仓
CGBL
CAPITAL GROUP CORE BALANCED
+$229.1K
6,850
建仓
HD
HOME DEPOT INC
+$225.2K
614
增持
MA
MASTERCARD INCORPORATED
+$222.3K
2,558
+15%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$218.2K
3,102
-4%
清仓
EVMT
INVESCO ACTVELY MNGD ETC FD
-$215.3K
0
-100%
减持
CGXU
CAPITAL GROUP INTL FOCUS EQT
-$211.7K
10,650
-48%
减持
CVX
CHEVRON CORP NEW
-$210.8K
5,243
-9%
建仓
FIDU
FIDELITY COVINGTON TRUST
+$208.6K
2,690
增持
JGLO
J P MORGAN EXCHANGE TRADED F
+$206.2K
7,620
+58%
建仓
QQQM
INVESCO EXCH TRADED FD TR II
+$204.4K
900
增持
GOOG
ALPHABET INC
+$199.9K
2,264
+75%
减持
CGDV
CAPITAL GROUP DIVIDEND VALUE
-$199.6K
38,578
-20%
减持
AMZN
AMAZON COM INC
+$193.8K
8,227
-3%
减持
JMST
J P MORGAN EXCHANGE TRADED F
-$187.6K
80,268
-5%
减持
QQQ
INVESCO QQQ TR
-$182.2K
377
-55%
增持
CSCO
CISCO SYS INC
+$171.1K
18,047
+3%
减持
VZ
VERIZON COMMUNICATIONS INC
-$168.4K
31,225
-7%
减持
TGT
TARGET CORP
-$167.7K
2,837
-34%
减持
CGGR
CAPITAL GROUP GROWTH ETF
+$156.3K
39,137
-7%
减持
PWR
QUANTA SVCS INC
+$155.8K
1,374
-4%
减持
JPM
JPMORGAN CHASE & CO.
+$151.9K
5,161
-6%
减持
IBDX
ISHARES TR
-$138.2K
75,833
-8%
增持
CODI
COMPASS DIVERSIFIED
-$136.9K
11,263
+1%
减持
IBDR
ISHARES TR
-$127.6K
81,086
-6%
增持
QUAL
ISHARES TR
+$127.5K
4,957
+9%
减持
IBDT
ISHARES TR
-$124.9K
76,673
-7%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$119.1K
4,432
-7%
增持
UNH
UNITEDHEALTH GROUP INC
-$110.2K
868
+19%
减持
KLAC
KLA CORP
+$107.1K
741
-10%
减持
DIS
DISNEY WALT CO
+$101.1K
5,827
-7%
减持
DTE
DTE ENERGY CO
-$100.1K
5,221
-9%
减持
NFLX
NETFLIX INC
+$93.9K
387
-15%
减持
IBDV
ISHARES TR
-$93.0K
87,937
-6%
减持
MET
METLIFE INC
-$90.5K
4,374
-21%
增持
AMP
AMERIPRISE FINL INC
+$80.3K
1,198
+4%
减持
KVUE
KENVUE INC
-$77.8K
15,494
-8%
增持
CGMU
CAPITAL GRP FIXED INCM ETF T
+$77.2K
14,630
+25%
减持
ROP
ROPER TECHNOLOGIES INC
-$66.0K
1,788
-2%
减持
LOW
LOWES COS INC
-$64.4K
3,868
-2%
减持
MTB
M & T BK CORP
+$63.6K
4,528
-1%
减持
MRK
MERCK & CO INC
-$59.7K
5,192
-1%
减持
IBDW
ISHARES TR
-$58.4K
14,950
-17%
减持
IBDS
ISHARES TR
-$58.1K
15,498
-14%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$57.4K
8,825
+15%
减持
JNJ
JOHNSON & JOHNSON
-$56.3K
3,930
-1%
减持
TSLA
TESLA INC
+$55.3K
1,025
-2%
建仓
—
LUMINAR TECHNOLOGIES INC
+$54.6K
19,032
减持
EXC
EXELON CORP
-$54.5K
11,816
-4%
减持
PRU
PRUDENTIAL FINL INC
-$51.6K
3,602
-8%
增持
BAC
BANK AMERICA CORP
+$50.5K
8,986
+0%
增持
NUE
NUCOR CORP
+$49.6K
3,653
+4%
增持
QS
QUANTUMSCAPE CORP
+$49.1K
15,006
+21%
增持
AMGN
AMGEN INC
+$48.0K
915
+37%
增持
GSIE
GOLDMAN SACHS ETF TR
+$45.9K
6,550
+9%
减持
AGG
ISHARES TR
-$45.7K
5,899
-8%
减持
PFE
PFIZER INC
-$44.7K
12,108
-9%
减持
INTC
INTEL CORP
-$44.2K
28,150
-5%
增持
—
ISHARES TR
+$42.0K
49,603
+3%
增持
AAPL
APPLE INC
-$41.2K
23,819
+7%
增持
—
EXXON MOBIL CORP
-$41.2K
3,805
+0%
减持
COST
COSTCO WHSL CORP NEW
+$37.6K
1,169
-1%
减持
AXP
AMERICAN EXPRESS CO
+$36.5K
1,490
-9%
增持
OLED
UNIVERSAL DISPLAY CORP
+$32.8K
2,138
+0%
减持
LLY
ELI LILLY & CO
-$28.8K
567
-1%
增持
FISV
FISERV INC
-$27.9K
3,249
+22%
减持
IBDU
ISHARES TR
-$27.5K
17,245
-7%
减持
—
ACCENTURE PLC IRELAND
-$25.9K
714
-7%
减持
SDG
ISHARES TR
+$24.0K
7,425
-0%
增持
CZNC
CITIZENS & NORTHN CORP
-$19.4K
16,873
+0%
减持
—
PENNS WOODS BANCORP INC
-$17.8K
15,332
-11%
减持
UNP
UNION PAC CORP
-$17.3K
1,856
-1%
增持
BCI
ABRDN ETFS
-$11.5K
273,489
+3%
减持
MCK
MCKESSON CORP
-$10.1K
1,126
-9%
减持
WMT
WALMART INC
-$10.0K
2,501
-14%
增持
ABBV
ABBVIE INC
-$9.7K
4,047
+11%
减持
F
FORD MTR CO
+$9.1K
38,126
-5%
减持
V
VISA INC
-$7.7K
1,253
-3%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$7.1K
969
+1%
减持
SYK
STRYKER CORPORATION
+$6.8K
1,517
-5%
增持
CIG
CIA ENERGETICA DE MINAS GERA
+$6.5K
23,858
+4%
减持
HST
HOST HOTELS & RESORTS INC
-$5.4K
10,475
-11%
增持
HDV
ISHARES TR
+$4.0K
2,487
+5%
减持
DEM
WISDOMTREE TR
-$3.9K
6,620
-8%
增持
GILD
GILEAD SCIENCES INC
+$2.4K
2,133
+2%
减持
VTI
VANGUARD INDEX FDS
+$1.4K
1,134
-9%
增持
BDN
BRANDYWINE RLTY TR
-$219
11,780
+4%
