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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 100
增持 35
减持 5
清仓 10
方向
标的
Δ市值
现股数(环比)
建仓
TRIO
EA SERIES TRUST
+$109.3M
1,788,683
建仓
MFSG
MFS ACTIVE EXCHANGE TRADED F
+$54.5M
1,925,487
建仓
TCAF
T ROWE PRICE ETF INC
+$39.3M
1,029,276
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
JCPB
J P MORGAN EXCHANGE TRADED F
+$29.6M
626,181
建仓
WCMI
FIRST TR EXCHANGE-TRADED FD
+$26.1M
1,534,543
建仓
VIG
VANGUARD SPECIALIZED FUNDS
+$22.0M
100,281
建仓
GPIX
GOLDMAN SACHS ETF TR
+$21.6M
408,546
建仓
FTCB
FIRST TR EXCHANGE-TRADED FD
+$19.8M
931,440
建仓
JPIB
J P MORGAN EXCHANGE TRADED F
+$17.3M
355,700
增持
JPIE
J P MORGAN EXCHANGE TRADED F
+$14.9M
360,269
+826%
增持
CGCB
CAPITAL GRP FIXED INCM ETF T
+$13.1M
578,823
+590%
增持
JAAA
JANUS DETROIT STR TR
+$13.0M
328,170
+361%
建仓
GSSC
GOLDMAN SACHS ETF TR
+$11.0M
145,086
增持
USTB
VICTORY PORTFOLIOS II
+$8.7M
216,542
+383%
建仓
IGIB
ISHARES TR
+$7.0M
129,251
建仓
FSEC
FIDELITY MERRIMACK STR TR
+$6.4M
144,832
建仓
IIGD
INVESCO EXCH TRD SLF IDX FD
+$5.8M
232,921
建仓
JSMD
JANUS DETROIT STR TR
+$5.4M
65,749
建仓
BSCR
INVESCO EXCH TRD SLF IDX FD
+$5.2M
262,626
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$5.1M
154,605
+305%
建仓
MYCF
SSGA ACTIVE TR
+$4.8M
192,336
建仓
BSCS
INVESCO EXCH TRD SLF IDX FD
+$4.7M
229,759
建仓
MOAT
VANECK ETF TRUST
+$4.3M
41,048
建仓
SPY
SPDR S&P 500 ETF TR
+$3.9M
5,724
建仓
BSCT
INVESCO EXCH TRD SLF IDX FD
+$3.8M
199,702
建仓
PCY
INVESCO EXCH TRADED FD TR II
+$3.7M
172,922
增持
AAPL
APPLE INC
+$3.6M
30,969
+64%
减持
GSLC
GOLDMAN SACHS ETF TR
-$3.4M
340,429
-9%
建仓
KOMP
SPDR SERIES TRUST
+$3.3M
55,012
建仓
IGLB
ISHARES TR
+$3.1M
60,678
增持
MSFT
MICROSOFT CORP
+$2.9M
13,472
+95%
增持
GOOGL
ALPHABET INC
+$2.9M
17,931
+62%
增持
AMZN
AMAZON COM INC
+$2.7M
19,645
+136%
建仓
FNOV
FIRST TR EXCHNG TRADED FD VI
+$2.6M
47,627
增持
IVV
ISHARES TR
+$2.6M
7,869
+89%
建仓
SCHG
SCHWAB STRATEGIC TR
+$2.3M
70,788
建仓
SPMO
INVESCO EXCH TRADED FD TR II
+$2.1M
17,357
建仓
TBLL
INVESCO EXCH TRADED FD TR II
+$2.0M
19,140
增持
CGGE
CAPITAL GROUP GLOBAL EQUITY
+$1.9M
129,670
+82%
增持
CIEN
CIENA CORP
+$1.9M
44,693
+85%
建仓
PULS
PGIM ETF TR
+$1.7M
35,242
建仓
GRNY
TIDAL TRUST I
+$1.7M
69,423
建仓
FJUN
FIRST TR EXCHNG TRADED FD VI
+$1.6M
28,900
建仓
SMH
VANECK ETF TRUST
+$1.6M
4,548
增持
NVDA
NVIDIA CORPORATION
+$1.5M
57,775
+16%
增持
ABBV
ABBVIE INC
+$1.5M
10,064
+178%
增持
JPM
JPMORGAN CHASE & CO.
+$1.4M
9,289
+81%
建仓
VCSH
VANGUARD SCOTTSDALE FDS
+$1.3M
15,856
建仓
FJUL
FIRST TR EXCHNG TRADED FD VI
+$1.3M
22,586
清仓
—
ISHARES TR
-$1.2M
0
-100%
建仓
BSV
VANGUARD BD INDEX FDS
+$1.2M
15,557
建仓
TDIV
FIRST TR EXCHANGE TRADED FD
+$1.2M
12,632
建仓
FAUG
FIRST TR EXCHNG TRADED FD VI
+$1.2M
23,031
增持
LLY
ELI LILLY & CO
+$1.2M
1,501
+169%
建仓
AIRR
FIRST TR EXCHANGE TRADED FD
+$1.1M
10,849
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.1M
5,150
+70%
建仓
CAT
CATERPILLAR INC
+$1.0M
1,817
增持
TSLA
TESLA INC
+$1.0M
3,322
+224%
建仓
CHAT
TIDAL TRUST II
+$992.1K
16,827
减持
MSTR
STRATEGY INC
-$972.3K
5,143
-6%
建仓
UCON
FIRST TR EXCHNG TRADED FD VI
+$955.8K
37,972
建仓
VEA
VANGUARD TAX-MANAGED FDS
+$900.3K
14,412
建仓
FJAN
FIRST TR EXCHNG TRADED FD VI
+$878.6K
16,977
建仓
FDD
FIRST TR EXCHANGE-TRADED FD
+$850.2K
48,584
建仓
FMB
FIRST TR EXCH TRADED FD III
+$819.5K
16,025
建仓
MRSH
MARSH & MCLENNAN COS INC
+$811.8K
4,376
建仓
FMAY
FIRST TR EXCHNG TRADED FD VI
+$799.8K
14,964
增持
AGG
ISHARES TR
+$770.0K
10,028
+334%
建仓
FFEB
FIRST TR EXCHNG TRADED FD VI
+$716.3K
12,651
建仓
FSEP
FIRST TR EXCHNG TRADED FD VI
+$678.9K
13,167
建仓
JMUB
J P MORGAN EXCHANGE TRADED F
+$673.1K
13,328
建仓
BSCQ
INVESCO EXCH TRD SLF IDX FD
+$666.7K
34,058
增持
QQQ
INVESCO QQQ TR
+$634.1K
1,381
+287%
建仓
SCHV
SCHWAB STRATEGIC TR
+$627.2K
21,184
建仓
IWF
ISHARES TR
+$622.4K
1,315
建仓
IWD
ISHARES TR
+$612.7K
2,913
建仓
IWM
ISHARES TR
+$588.9K
2,392
增持
BCI
ABRDN ETFS
-$552.7K
277,201
+0%
建仓
MCHP
MICROCHIP TECHNOLOGY INC.
+$522.9K
8,206
建仓
MDY
SPDR S&P MIDCAP 400 ETF TR
+$462.1K
766
建仓
NVO
NOVO-NORDISK A S
+$449.7K
8,838
增持
META
META PLATFORMS INC
+$404.3K
2,290
+52%
建仓
TJX
TJX COS INC NEW
+$402.7K
2,622
建仓
XLK
SELECT SECTOR SPDR TR
+$392.1K
2,723
建仓
MPC
MARATHON PETE CORP
+$385.3K
2,369
增持
QUAL
ISHARES TR
+$378.4K
4,717
+64%
建仓
SCHQ
SCHWAB STRATEGIC TR
+$376.8K
11,885
建仓
RTX
RTX CORPORATION
+$368.3K
2,008
建仓
OAKM
HARRIS OAKMARK ETF TRUST
+$364.2K
12,843
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$362.9K
46,220
+20%
增持
V
VISA INC
+$362.7K
2,137
+89%
建仓
PG
PROCTER AND GAMBLE CO
+$358.5K
2,502
建仓
HIG
HARTFORD INSURANCE GROUP INC
+$358.1K
2,599
建仓
AEP
AMERICAN ELEC PWR CO INC
+$353.1K
3,062
建仓
PRK
PARK NATL CORP
+$352.8K
2,318
建仓
—
TOTALENERGIES SE
+$344.8K
5,270
增持
WMT
WALMART INC
+$344.3K
6,673
+72%
建仓
HACK
AMPLIFY ETF TR
+$341.1K
4,244
建仓
ABT
ABBOTT LABS
+$324.3K
2,588
增持
SMR
NUSCALE PWR CORP
-$320.8K
15,309
+2%
清仓
FISV
FISERV INC
-$319.7K
0
-100%
建仓
VWO
VANGUARD INTL EQUITY INDEX F
+$317.3K
5,903
建仓
AIVL
WISDOMTREE TR
+$314.9K
2,739
增持
AVGO
BROADCOM INC
+$314.9K
4,050
+23%
建仓
PEP
PEPSICO INC
+$313.7K
2,186
建仓
SDY
SPDR SERIES TRUST
+$308.3K
2,216
建仓
VUG
VANGUARD INDEX FDS
+$303.2K
621
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$302.0K
4,766
+21%
建仓
VVV
VALVOLINE INC
+$299.0K
10,290
建仓
BBBS
BONDBLOXX ETF TRUST
+$296.2K
5,754
清仓
—
TOTALENERGIES SE
-$295.6K
0
-100%
建仓
HD
HOME DEPOT INC
+$285.1K
828
建仓
FAPR
FIRST TR EXCHNG TRADED FD VI
+$285.0K
6,416
建仓
TMO
THERMO FISHER SCIENTIFIC INC
+$284.0K
490
清仓
ADP
AUTOMATIC DATA PROCESSING IN
-$274.1K
0
-100%
减持
JEPQ
J P MORGAN EXCHANGE TRADED F
-$272.8K
215,597
-3%
建仓
SUB
ISHARES TR
+$272.8K
2,557
建仓
SCHW
SCHWAB CHARLES CORP
+$270.6K
2,708
清仓
GSIE
GOLDMAN SACHS ETF TR
-$269.3K
0
-100%
增持
GOOG
ALPHABET INC
+$256.8K
2,199
+24%
建仓
IFRA
ISHARES TR
+$256.5K
4,874
建仓
KTOS
KRATOS DEFENSE & SEC SOLUTIO
+$252.6K
3,327
建仓
HMC
HONDA MOTOR LTD
+$251.5K
8,530
增持
—
EXXON MOBIL CORP
+$246.1K
4,644
+67%
清仓
BA
BOEING CO
-$245.0K
0
-100%
建仓
FSSL
FS SPECIALTY LENDING FD
+$242.4K
17,144
建仓
SLV
ISHARES SILVER TR
+$235.8K
3,661
增持
CGMU
CAPITAL GRP FIXED INCM ETF T
+$234.3K
24,284
+54%
建仓
SHLD
GLOBAL X FDS
+$233.6K
3,606
建仓
IWS
ISHARES TR
+$233.4K
1,654
建仓
RSP
INVESCO EXCHANGE TRADED FD T
+$233.1K
1,217
建仓
ILCG
ISHARES TR
+$230.7K
2,217
建仓
NOBL
PROSHARES TR
+$229.6K
2,206
清仓
KVUE
KENVUE INC
-$229.0K
0
-100%
建仓
USB
US BANCORP DEL
+$225.0K
4,217
建仓
NEE
NEXTERA ENERGY INC
+$223.6K
2,785
清仓
—
CHECK POINT SOFTWARE TECH LT
-$221.0K
0
-100%
建仓
MAR
MARRIOTT INTL INC NEW
+$220.0K
709
清仓
FIDU
FIDELITY COVINGTON TRUST
-$218.4K
0
-100%
建仓
FDEC
FIRST TR EXCHNG TRADED FD VI
+$217.2K
4,244
清仓
WST
WEST PHARMACEUTICAL SVSC INC
-$213.5K
0
-100%
建仓
HYG
ISHARES TR
+$208.9K
2,591
建仓
ING
ING GROEP N.V.
+$206.4K
7,370
增持
IBDR
ISHARES TR
+$205.9K
90,154
+11%
建仓
GLD
SPDR GOLD TR
+$204.5K
516
建仓
IAU
ISHARES GOLD TR
+$202.8K
2,499
增持
PRU
PRUDENTIAL FINL INC
+$200.4K
4,711
+47%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$199.9K
5,750
-41%
增持
JNJ
JOHNSON & JOHNSON
+$197.5K
4,308
+15%
减持
DTE
DTE ENERGY CO
-$196.0K
4,080
-20%
