小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 120 项
建仓 15
增持 38
减持 65
清仓 2
方向
标的
Δ市值
现股数(环比)
减持
GSLC
GOLDMAN SACHS ETF TR
+$2.8M
372,218
-1%
增持
NVDA
NVIDIA CORPORATION
+$1.5M
49,829
+1%
增持
CGGE
CAPITAL GROUP GLOBAL EQUITY
+$925.6K
71,355
+64%
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。
建仓
SPDW
SPDR INDEX SHS FDS
+$772.3K
18,049
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$761.0K
222,590
+1%
减持
GOOGL
ALPHABET INC
+$577.0K
11,035
-8%
减持
JAAA
JANUS DETROIT STR TR
-$554.2K
71,139
-13%
清仓
—
PENNS WOODS BANCORP INC
-$465.5K
0
-100%
建仓
NWBI
NORTHWEST BANCSHARES INC MD
+$454.9K
36,714
减持
JMST
J P MORGAN EXCHANGE TRADED F
-$420.8K
71,835
-11%
增持
IVV
ISHARES TR
+$407.4K
4,174
+9%
增持
JPIE
J P MORGAN EXCHANGE TRADED F
+$394.0K
38,890
+28%
减持
META
META PLATFORMS INC
-$369.5K
1,508
-25%
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$366.0K
1,310
减持
AGG
ISHARES TR
-$353.6K
2,310
-61%
减持
QUAL
ISHARES TR
-$347.8K
2,871
-42%
建仓
NVS
NOVARTIS AG
+$324.2K
2,528
增持
CGCB
CAPITAL GRP FIXED INCM ETF T
+$308.7K
83,871
+15%
增持
BCI
ABRDN ETFS
+$286.0K
276,992
+1%
建仓
PM
PHILIP MORRIS INTL INC
+$284.7K
1,755
增持
USTB
VICTORY PORTFOLIOS II
+$257.4K
44,861
+12%
减持
FISV
FISERV INC
-$240.4K
2,480
-24%
减持
INTC
INTEL CORP
+$237.9K
25,885
-8%
建仓
GLW
CORNING INC
+$229.7K
2,800
建仓
PSX
PHILLIPS 66
+$225.5K
1,658
清仓
HD
HOME DEPOT INC
-$225.2K
0
-100%
建仓
—
CHECK POINT SOFTWARE TECH LT
+$221.0K
1,068
减持
MA
MASTERCARD INCORPORATED
-$220.8K
2,139
-16%
建仓
WST
WEST PHARMACEUTICAL SVSC INC
+$213.5K
814
建仓
—
PENTAIR PLC
+$207.9K
1,877
建仓
ACWI
ISHARES TR
+$206.0K
1,490
建仓
—
ASML HOLDING N V
+$203.3K
210
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$196.7K
3,933
-11%
建仓
ERIC
TELEFONAKTIEBOLAGET LM ERICS
+$193.7K
23,420
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$192.3K
3,985
+2%
增持
MSFT
MICROSOFT CORP
+$185.1K
6,912
+1%
建仓
NWG
NATWEST GROUP PLC
+$180.9K
12,785
减持
AVGO
BROADCOM INC
-$174.5K
3,294
-28%
减持
COST
COSTCO WHSL CORP NEW
-$171.3K
1,065
-9%
增持
WMT
WALMART INC
+$154.6K
3,873
+55%
减持
ROP
ROPER TECHNOLOGIES INC
-$133.7K
1,764
-1%
减持
CSCO
CISCO SYS INC
-$127.9K
16,431
-9%
减持
JPM
JPMORGAN CHASE & CO.
+$122.1K
5,130
-1%
减持
DIS
DISNEY WALT CO
-$120.0K
5,263
-10%
减持
KLAC
KLA CORP
+$118.3K
725
-2%
增持
FTEC
FIDELITY COVINGTON TRUST
+$108.0K
3,879
+1%
减持
CGGR
CAPITAL GROUP GROWTH ETF
+$101.5K
38,535
-2%
减持
—
EXXON MOBIL CORP
-$97.4K
2,774
-27%
减持
LOW
LOWES COS INC
+$97.4K
3,802
-2%
减持
KVUE
KENVUE INC
-$95.3K
14,109
-9%
增持
ORCL
ORACLE CORP
+$95.3K
1,417
+2%
减持
JNJ
JOHNSON & JOHNSON
+$93.8K
3,744
-5%
减持
AAPL
APPLE INC
-$92.9K
18,828
-21%
减持
ABBV
ABBVIE INC
+$88.2K
3,625
-10%
减持
QS
QUANTUMSCAPE CORP
+$83.7K
14,978
-0%
减持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$81.5K
38,186
-1%
增持
IWP
ISHARES TR
+$78.4K
8,336
+4%
建仓
LYG
LLOYDS BANKING GROUP PLC
+$68.8K
15,158
减持
CGUS
CAPITAL GROUP CORE EQUITY ET
+$68.7K
28,800
-1%
减持
AMP
AMERIPRISE FINL INC
-$67.3K
1,165
-3%
减持
NFLX
NETFLIX INC
-$61.5K
381
-2%
减持
V
VISA INC
-$58.3K
1,133
-10%
增持
SDG
ISHARES TR
+$55.7K
7,440
+0%
减持
PRU
PRUDENTIAL FINL INC
-$55.6K
3,194
-11%
减持
SYK
STRYKER CORPORATION
-$55.2K
1,474
-3%
增持
GPIQ
GOLDMAN SACHS ETF TR
+$51.9K
17,700
+1%
增持
NUE
NUCOR CORP
+$50.3K
3,865
+6%
减持
CVX
CHEVRON CORP NEW
-$47.3K
4,530
-14%
增持
—
TOTALENERGIES SE
+$44.1K
4,953
+21%
增持
IBDX
ISHARES TR
+$44.0K
76,557
+1%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$43.6K
9,675
+10%
增持
CGMU
CAPITAL GRP FIXED INCM ETF T
+$40.2K
15,780
+8%
增持
MAS
MASCO CORP
+$36.4K
4,874
+2%
减持
MRK
MERCK & CO INC
-$35.7K
4,472
-14%
减持
MCK
MCKESSON CORP
+$35.6K
1,114
-1%
减持
FLMI
FRANKLIN TEMPLETON ETF TR
-$34.3K
27,850
-7%
增持
VTI
VANGUARD INDEX FDS
+$33.8K
1,153
+2%
减持
GOOG
ALPHABET INC
+$31.7K
1,779
-21%
增持
IBDV
ISHARES TR
+$31.1K
88,666
+1%
减持
DTE
DTE ENERGY CO
+$30.6K
5,107
-2%
减持
DE
DEERE & CO
-$30.2K
559
-1%
增持
HDV
ISHARES TR
+$27.7K
2,606
+5%
减持
F
FORD MTR CO
+$27.4K
36,881
-3%
增持
CGXU
CAPITAL GROUP INTL FOCUS EQT
+$26.7K
10,655
+0%
减持
AMGN
AMGEN INC
-$26.0K
813
-11%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$24.8K
934
-4%
减持
BAC
BANK AMERICA CORP
+$23.5K
8,699
-3%
增持
OLED
UNIVERSAL DISPLAY CORP
-$22.4K
2,143
+0%
增持
AMZN
AMAZON COM INC
+$21.5K
8,318
+1%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$19.0K
3,035
-2%
增持
IBDT
ISHARES TR
+$18.5K
77,097
+1%
减持
PWR
QUANTA SVCS INC
+$18.4K
1,298
-6%
减持
VZ
VERIZON COMMUNICATIONS INC
-$17.4K
30,347
-3%
减持
LLY
ELI LILLY & CO
-$16.3K
558
-2%
增持
CZNC
CITIZENS & NORTHN CORP
+$15.2K
16,897
+0%
减持
WAB
WABTEC
-$14.1K
1,357
-1%
减持
UNH
UNITEDHEALTH GROUP INC
-$12.8K
747
-14%
增持
IBDR
ISHARES TR
+$12.2K
81,421
+0%
增持
QCOM
QUALCOMM INC
+$12.1K
1,498
+1%
增持
—
ACCENTURE PLC IRELAND
-$10.4K
823
+15%
减持
UNP
UNION PAC CORP
+$10.0K
1,849
-0%
减持
FIDU
FIDELITY COVINGTON TRUST
+$9.8K
2,665
-1%
减持
HST
HOST HOTELS & RESORTS INC
+$9.6K
10,020
-4%
增持
TGT
TARGET CORP
+$9.6K
3,228
+14%
增持
BA
BOEING CO
+$8.6K
1,135
+1%
减持
—
ISHARES TR
-$8.3K
49,255
-1%
减持
MTB
M & T BK CORP
+$8.2K
4,486
-1%
增持
DEM
WISDOMTREE TR
+$7.2K
6,676
+1%
减持
QQQ
INVESCO QQQ TR
+$6.4K
357
-5%
减持
PFE
PFIZER INC
-$6.0K
11,285
-7%
增持
CIG
CIA ENERGETICA DE MINAS GERA
+$5.6K
24,798
+4%
减持
JGLO
J P MORGAN EXCHANGE TRADED F
-$4.4K
7,170
-6%
减持
CODI
COMPASS DIVERSIFIED
+$3.8K
11,261
-0%
减持
EXC
EXELON CORP
+$2.8K
11,462
-3%
减持
IBDU
ISHARES TR
+$2.4K
17,244
-0%
减持
PDBC
INVESCO ACTVELY MNGD ETC FD
+$1.6K
29,975
-3%
减持
GILD
GILEAD SCIENCES INC
-$1.4K
2,118
-1%
减持
AXP
AMERICAN EXPRESS CO
+$556
1,433
-4%
减持
MET
METLIFE INC
+$327
4,274
-2%
增持
BDN
BRANDYWINE RLTY TR
-$121
12,090
+3%
