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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 71
增持 71
减持 7
清仓 1
方向
标的
Δ市值
现股数(环比)
建仓
IUSV
ISHARES TR
+$45.3M
442,950
建仓
IUSG
ISHARES TR
+$43.8M
282,672
建仓
IEFA
ISHARES TR
+$41.7M
460,349
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
IJR
ISHARES TR
+$30.0M
241,048
增持
IVV
ISHARES TR
+$28.8M
52,351
+565%
增持
QQQ
INVESCO QQQ TR
+$23.3M
41,809
+2927%
建仓
VOO
VANGUARD INDEX FDS
+$20.1M
33,641
建仓
IJH
ISHARES TR
+$17.9M
264,695
增持
NVDA
NVIDIA CORPORATION
+$17.6M
162,433
+181%
增持
AAPL
APPLE INC
+$17.5M
102,304
+230%
增持
CGCB
CAPITAL GRP FIXED INCM ETF T
+$15.2M
1,162,985
+101%
增持
AMZN
AMAZON COM INC
+$15.0M
93,606
+376%
增持
SPY
STATE STR SPDR S&P 500 ETF T
+$12.3M
24,864
+334%
减持
CIEN
CIENA CORP
+$11.8M
44,451
-1%
建仓
VTV
VANGUARD INDEX FDS
+$11.2M
56,963
增持
MSFT
MICROSOFT CORP
+$10.7M
46,443
+245%
增持
JPIE
J P MORGAN EXCHANGE TRADED F
+$9.9M
577,197
+60%
减持
GSLC
GOLDMAN SACHS ETF TR
-$9.5M
284,450
-16%
增持
VUG
VANGUARD INDEX FDS
+$8.8M
20,935
+3271%
增持
USTB
VICTORY PORTFOLIOS II
+$8.8M
392,069
+81%
建仓
DIA
STATE STR SPDR DOW JONES IND
+$7.4M
15,949
增持
GOOG
ALPHABET INC
+$7.3M
27,728
+1161%
增持
BSV
VANGUARD BD INDEX FDS
+$7.2M
107,342
+590%
建仓
BNDX
VANGUARD CHARLOTTE FDS
+$6.9M
143,789
增持
AGG
ISHARES TR
+$6.7M
77,915
+677%
建仓
VXF
VANGUARD INDEX FDS
+$6.7M
32,476
增持
JNJ
JOHNSON & JOHNSON
+$6.6M
30,544
+609%
建仓
VT
VANGUARD INTL EQUITY INDEX F
+$6.2M
45,047
减持
MFSG
MFS ACTIVE EXCHANGE TRADED F
-$5.9M
1,900,432
-1%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$5.5M
99,870
+593%
建仓
TROW
PRICE T ROWE GROUP INC
+$5.3M
58,822
建仓
MGK
VANGUARD WORLD FD
+$5.0M
13,727
建仓
USHY
ISHARES TR
+$5.0M
135,740
增持
—
EXXON MOBIL CORP
+$4.6M
30,340
+553%
增持
AVGO
BROADCOM INC
+$4.1M
17,808
+340%
建仓
MGV
VANGUARD WORLD FD
+$4.0M
27,474
建仓
VOE
VANGUARD INDEX FDS
+$3.9M
21,282
建仓
VBR
VANGUARD INDEX FDS
+$3.8M
17,567
建仓
VOT
VANGUARD INDEX FDS
+$3.8M
14,666
增持
MRK
MERCK & CO INC
+$3.7M
35,310
+629%
增持
IWD
ISHARES TR
+$3.7M
20,016
+587%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$3.6M
12,952
+151%
增持
CGUS
CAPITAL GROUP CORE EQUITY ET
+$3.5M
120,911
+315%
增持
CGBL
CAPITAL GROUP CORE BALANCED
+$3.5M
107,776
+1419%
建仓
VOOG
VANGUARD ADMIRAL FDS INC
+$3.4M
8,416
增持
PG
PROCTER & GAMBLE CO
+$3.4M
25,968
+938%
增持
GOOGL
ALPHABET INC
+$3.3M
30,947
+73%
增持
VTI
VANGUARD INDEX FDS
+$3.1M
11,344
+633%
增持
IWP
ISHARES TR
+$3.1M
33,928
+271%
建仓
SGOV
ISHARES TR
+$2.9M
29,031
建仓
VBK
VANGUARD INDEX FDS
+$2.8M
9,327
增持
WMT
WALMART INC
+$2.7M
28,018
+320%
建仓
VOOV
VANGUARD ADMIRAL FDS INC
+$2.7M
13,415
建仓
XLP
SELECT SECTOR SPDR TR
+$2.7M
33,223
增持
IBTJ
ISHARES TR
+$2.7M
126,510
+1232%
增持
JPM
JPMORGAN CHASE & CO
+$2.7M
19,344
+108%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$2.7M
114,894
+15%
增持
CGGE
CAPITAL GROUP GLOBAL EQUITY
+$2.6M
218,540
+69%
增持
IBDX
ISHARES TR
+$2.5M
178,356
+133%
增持
IBDT
ISHARES TR
+$2.5M
177,907
+131%
建仓
XLY
SELECT SECTOR SPDR TR
+$2.5M
23,132
增持
IWF
ISHARES TR
+$2.5M
7,297
+455%
建仓
JGRO
J P MORGAN EXCHANGE TRADED F
+$2.4M
28,278
增持
IBDS
ISHARES TR
+$2.4M
113,786
+615%
增持
IBDW
ISHARES TR
+$2.3M
126,491
+746%
增持
BCI
ABRDN ETFS
+$2.3M
316,511
+14%
增持
TSLA
TESLA INC
+$2.2M
10,046
+202%
增持
SDY
SPDR SERIES TRUST
+$2.2M
16,931
+664%
建仓
AMAT
APPLIED MATLS INC
+$2.1M
6,272
建仓
GD
GENERAL DYNAMICS CORP
+$2.1M
6,177
增持
ABBV
ABBVIE INC
+$2.1M
20,274
+101%
建仓
IEMG
ISHARES INC
+$2.1M
30,012
减持
IGLB
ISHARES TR
-$2.1M
20,319
-67%
增持
HD
HOME DEPOT INC
+$2.0M
6,994
+745%
增持
TBLL
INVESCO EXCH TRADED FD TR II
+$2.0M
37,929
+98%
增持
META
META PLATFORMS INC
+$1.9M
6,046
+164%
增持
AMGN
AMGEN INC
+$1.9M
6,387
+543%
增持
COST
COSTCO WHOLESALE CORPORATION
+$1.9M
2,908
+148%
建仓
UPS
UNITED PARCEL SVCS INC
+$1.9M
18,928
建仓
FBND
FIDELITY MERRIMACK STR TR
+$1.8M
40,211
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$1.8M
201,579
+30%
建仓
WPC
WP CAREY INC
+$1.8M
26,816
减持
IGIB
ISHARES TR
-$1.8M
97,295
-25%
增持
PULS
PGIM ETF TR
+$1.7M
70,143
+99%
清仓
GRNY
TIDAL TRUST I
-$1.7M
0
-100%
建仓
VO
VANGUARD INDEX FDS
+$1.7M
5,893
建仓
TXN
TEXAS INSTRS INC
+$1.7M
8,637
建仓
SPHQ
INVESCO EXCHANGE TRADED FD T
+$1.7M
22,180
建仓
VDE
VANGUARD WORLD FD
+$1.6M
9,136
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$1.6M
663,236
+6%
建仓
CGIC
CAPITAL GROUP INTERNATIONAL
+$1.6M
47,190
增持
V
VISA INC
+$1.5M
7,601
+256%
增持
CVX
CHEVRON CORPORATION
+$1.5M
11,100
+121%
建仓
SPMB
SPDR SERIES TRUST
+$1.5M
67,534
建仓
VXUS
VANGUARD STAR FDS
+$1.5M
18,908
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$1.5M
87,315
+89%
建仓
CGMS
CAPITAL GRP FIXED INCM ETF T
+$1.4M
53,038
建仓
IVOO
VANGUARD ADMIRAL FDS INC
+$1.4M
12,574
增持
BAC
BANK AMERICA CORP
+$1.4M
38,182
+360%
建仓
XLU
SELECT SECTOR SPDR TR
+$1.4M
30,494
增持
TCAF
T ROWE PRICE ETF INC
-$1.4M
1,066,340
+4%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$1.3M
7,889
+548%
建仓
VHT
VANGUARD WORLD FD
+$1.2M
4,533
建仓
CRWD
CROWDSTRIKE HLDGS INC
+$1.2M
3,128
建仓
ITA
ISHARES TR
+$1.2M
5,569
建仓
IDV
ISHARES TR
+$1.2M
28,337
减持
SPMO
INVESCO EXCH TRADED FD TR II
-$1.2M
7,956
-54%
增持
CGMU
CAPITAL GRP FIXED INCM ETF T
+$1.2M
67,461
+178%
增持
MA
MASTERCARD INCORPORATED
+$1.1M
4,694
+119%
增持
LLY
ELI LILLY & CO
+$1.1M
2,946
+96%
建仓
WM
WASTE MGMT INC DEL
+$1.1M
4,620
建仓
GE
GE AEROSPACE
+$1.1M
3,736
建仓
VB
VANGUARD INDEX FDS
+$1.1M
4,046
建仓
SHYG
ISHARES TR
+$1.1M
24,925
建仓
VYM
VANGUARD WHITEHALL FDS
+$1.0M
6,937
增持
VZ
VERIZON COMMUNICATIONS INC
+$1.0M
45,293
+48%
增持
FTCB
FIRST TR EXCHANGE-TRADED FD
+$1.0M
991,815
+6%
增持
MET
METLIFE INC
+$1.0M
18,040
+435%
增持
CAT
CATERPILLAR INC
+$998.7K
2,879
+58%
建仓
SPYG
SPDR SERIES TRUST
+$996.4K
10,176
建仓
VGT
VANGUARD WORLD FD
+$983.3K
1,409
建仓
CGCP
CAPITAL GRP FIXED INCM ETF T
+$983.0K
44,004
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$968.3K
23,786
+303%
建仓
IGV
ISHARES TR
+$968.3K
12,096
增持
PFE
PFIZER INC
+$965.0K
49,023
+197%
增持
TSM
TAIWAN SEMICONDUCTOR MANUFAC
+$953.4K
3,938
+217%
增持
DIS
DISNEY WALT CO
+$946.0K
15,971
+206%
建仓
GL
GLOBE LIFE INC
+$945.2K
6,792
建仓
DVY
ISHARES TR
+$943.0K
6,228
建仓
MCD
MCDONALDS CORP
+$932.0K
2,999
建仓
SCHD
SCHWAB STRATEGIC TR
+$886.0K
28,879
建仓
DFAC
DIMENSIONAL ETF TRUST
+$857.0K
22,053
建仓
T
AT&T INC
+$848.7K
29,275
建仓
CVS
CVS HEALTH CORP
+$835.8K
11,638
建仓
KO
COCA COLA CO
+$831.0K
10,927
增持
NWBI
NORTHWEST BANCSHARES INC
+$813.7K
98,902
+169%
增持
TRIO
EA SERIES TRUST
+$805.2K
1,822,032
+2%
建仓
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$801.3K
24,012
建仓
GEV
GE VERNOVA INC
+$800.4K
917
建仓
GJUL
FIRST TR EXCHNG TRADED FD VI
+$766.6K
18,800
建仓
PANW
PALO ALTO NETWORKS INC
+$759.0K
4,734
建仓
GJUN
FIRST TR EXCHNG TRADED FD VI
+$753.6K
19,116
建仓
PVAL
PUTNAM ETF TRUST
+$752.9K
16,226
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$737.9K
8,869
+86%
建仓
VPU
VANGUARD WORLD FD
+$724.8K
3,658
建仓
SPTM
SPDR SERIES TRUST
+$723.9K
9,157
减持
CHAT
TIDAL TRUST II
-$713.3K
4,509
-73%
增持
MPC
MARATHON PETE CORP
+$711.4K
4,491
+90%
建仓
BX
BLACKSTONE INC
+$708.1K
6,158
增持
IBDV
ISHARES TR
+$691.0K
121,216
+36%
