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Evergreen Private Wealth LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Evergreen Private Wealth LLC
报告期 2026-03-31 · CIK 2010098
持仓数
86
前50大市值合计
$239.8M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
24Q2
24Q1
23Q4
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 141 项
建仓 10
增持 56
减持 50
清仓 25
方向
标的
Δ市值
现股数(环比)
减持
PJAN
INNOVATOR ETFS TRUST
-$6.8M
9,081
-95%
清仓
—
SPLUNK INC
-$5.4M
0
-100%
增持
—
CHECK POINT SOFTWARE TECH LT
+$5.1M
40,829
+301%
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
—
ARISTA NETWORKS INC
+$4.3M
14,890
+37125%
建仓
EOG
EOG RES INC
+$3.0M
23,389
建仓
IBDY
ISHARES TR
+$2.9M
114,121
建仓
IBDX
ISHARES TR
+$2.9M
116,746
建仓
PH
PARKER-HANNIFIN CORP
+$2.9M
5,190
增持
ENPH
ENPHASE ENERGY INC
+$2.8M
23,491
+15457%
减持
INFY
INFOSYS LTD
-$2.7M
23,578
-86%
减持
—
ISHARES TR
-$2.7M
288
-100%
增持
MDLZ
MONDELEZ INTL INC
+$2.7M
55,786
+234%
减持
—
ISHARES TR
-$2.5M
2,243
-98%
增持
XSOE
WISDOMTREE TR
+$2.3M
165,373
+88%
减持
HON
HONEYWELL INTL INC
-$2.2M
539
-95%
减持
INTU
INTUIT
-$1.9M
6,954
-32%
减持
AMZN
AMAZON COM INC
-$1.6M
30,220
-35%
增持
DLTR
DOLLAR TREE INC
+$1.6M
35,986
+58%
增持
T
AT&T INC
+$1.5M
160,527
+108%
建仓
WST
WEST PHARMACEUTICAL SVSC INC
+$1.5M
3,859
增持
MLN
VANECK ETF TRUST
+$1.5M
81,791
+10864%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$1.4M
10,159
+21%
减持
ADBE
ADOBE INC
-$1.4M
10,428
-6%
减持
HCA
HCA HEALTHCARE INC
-$1.3M
12,734
-37%
减持
ZTS
ZOETIS INC
-$1.2M
27,370
-8%
增持
HBAN
HUNTINGTON BANCSHARES INC
+$1.2M
321,451
+25%
减持
ABG
ASBURY AUTOMOTIVE GROUP INC
-$1.2M
16,058
-27%
增持
QEFA
SPDR INDEX SHS FDS
+$1.1M
81,613
+17%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.1M
15,704
+2%
减持
KMI
KINDER MORGAN INC DEL
-$945.6K
83,611
-41%
减持
DINO
HF SINCLAIR CORP
-$924.9K
26,083
-42%
增持
TLH
ISHARES TR
+$894.4K
40,932
+30%
增持
FSMD
FIDELITY COVINGTON TRUST
+$842.4K
114,030
+15%
增持
ULTA
ULTA BEAUTY INC
+$705.4K
8,278
+12%
减持
—
ISHARES TR
-$687.1K
4,462
-85%
减持
JPM
JPMORGAN CHASE &CO
+$673.6K
28,178
-4%
减持
—
ISHARES TR
-$666.8K
5,455
-83%
减持
VBR
VANGUARD INDEX FDS
-$571.3K
15,655
-21%
减持
AMAT
APPLIED MATLS INC
+$557.6K
37,063
-15%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$447.9K
88,637
+12%
增持
RVNU
DBX ETF TR
+$440.7K
78,808
+28%
增持
IVOL
KRANESHARES TRUST
+$409.0K
149,160
+28%
增持
IBDT
ISHARES TR
+$406.5K
119,146
+17%
增持
IBDS
ISHARES TR
+$397.1K
124,211
+16%
增持
IBDR
ISHARES TR
+$386.7K
123,771
+15%
减持
MSFT
MICROSOFT CORP
+$376.7K
14,654
-5%
减持
WM
WASTE MGMT INC DEL
-$372.7K
21,363
-22%
建仓
FMDE
FIDELITY COVINGTON TRUST
+$363.6K
11,905
增持
JBHT
HUNT J B TRANS SVCS INC
+$359.2K
7,786
+30%
增持
PLD
PROLOGIS INC.
+$331.6K
11,790
+31%
增持
FMHI
FIRST TR EXCH TRADED FD III
+$304.9K
29,374
+26%
建仓
FENI
FIDELITY COVINGTON TRUST
+$249.7K
8,746
增持
FDHY
FIDELITY COVINGTON TRUST
+$247.9K
45,001
+13%
减持
IJJ
ISHARES TR
-$172.3K
2,043
-44%
减持
IJK
ISHARES TR
-$160.7K
3,220
-44%
增持
IBMQ
ISHARES TR
+$159.0K
36,471
+22%
增持
EMLC
VANECK ETF TRUST
+$158.1K
59,058
+16%
减持
GOOGL
ALPHABET INC
+$129.7K
35,236
-5%
增持
EQIX
EQUINIX INC
+$122.6K
1,740
+7%
增持
IBMO
ISHARES TR
+$113.6K
36,277
+15%
增持
MMIT
INDEXIQ ACTIVE ETF TR
+$91.6K
49,760
+9%
减持
IJS
ISHARES TR
-$89.5K
2,260
-28%
增持
IBMP
ISHARES TR
+$85.2K
34,939
+12%
减持
IXUS
ISHARES TR
-$85.1K
2,019
-41%
清仓
CIBR
FIRST TR EXCHANGE TRADED FD
-$72.8K
0
-100%
增持
NUSC
NUSHARES ETF TR
+$70.7K
15,151
+6%
清仓
PFEB
INNOVATOR ETFS TR
-$63.2K
0
-100%
增持
NUMV
NUSHARES ETF TR
+$50.7K
11,514
+6%
减持
—
ENERPLUS CORP
-$47.3K
300
-91%
增持
ABBV
ABBVIE INC
+$41.3K
1,218
+5%
增持
SUSC
ISHARES TR
+$39.6K
21,745
+10%
减持
IJT
ISHARES TR
-$38.9K
2,392
-15%
增持
KO
COCA COLA CO
+$38.6K
3,005
+22%
增持
CHD
CHURCH &DWIGHT CO INC
+$38.6K
1,207
+31%
增持
DSI
ISHARES TR
+$35.7K
1,364
+22%
清仓
—
SOMALOGIC INC
-$35.0K
0
-100%
增持
ESGE
ISHARES INC
+$34.5K
6,727
+18%
增持
NEE
NEXTERA ENERGY INC
+$33.5K
2,156
+25%
增持
NUMG
NUSHARES ETF TR
+$32.4K
8,569
+4%
增持
NUDM
NUSHARES ETF TR
+$31.7K
7,105
+11%
清仓
SUB
ISHARES TR
-$30.5K
0
-100%
减持
IVE
ISHARES TR
+$30.0K
2,910
-1%
增持
A
AGILENT TECHNOLOGIES INC
+$27.5K
983
+18%
增持
VRSN
VERISIGN INC
+$26.3K
782
+32%
增持
PYPL
PAYPAL HLDGS INC
+$24.8K
1,333
+27%
减持
VTI
VANGUARD INDEX FDS
-$22.1K
594
-20%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$21.2K
5,772
+8%
增持
PAYX
PAYCHEX INC
+$20.5K
1,316
+11%
清仓
FTEC
FIDELITY COVINGTON TRUST
-$20.1K
0
-100%
清仓
MOAT
VANECK ETF TRUST
-$19.1K
0
-100%
清仓
ROK
ROCKWELL AUTOMATION INC
-$17.1K
0
-100%
增持
FTNT
FORTINET INC
+$16.2K
1,122
+9%
减持
MUB
ISHARES TR
-$15.8K
390
-27%
清仓
GRPM
INVESCO EXCHANGE TRADED FD T
-$15.7K
0
-100%
减持
OKE
ONEOK INC NEW
+$15.7K
1,706
-1%
清仓
OUSM
ALPS ETF TR
-$15.7K
0
-100%
减持
NFLX
NETFLIX INC
+$14.7K
9,035
-20%
增持
SUSB
ISHARES TR
+$12.1K
7,585
+7%
减持
FISV
FISERV INC
-$11.4K
950
-23%
减持
HD
HOME DEPOT INC
+$11.1K
406
-3%
减持
V
VISA INC
+$10.8K
702
-1%
增持
PPG
PPG INDS INC
+$10.6K
772
+14%
减持
CPRT
COPART INC
+$10.4K
2,729
-9%
减持
JMUB
J P MORGAN EXCHANGE TRADED F
-$10.2K
220
-48%
增持
AAPL
APPLE INC
-$9.8K
25,486
+12%
减持
CTAS
CINTAS CORP
+$8.0K
209
-7%
减持
AMT
AMERICAN TOWER CORP NEW
-$7.8K
51
-39%
清仓
DIVI
FRANKLIN TEMPLETON ETF TR
-$7.7K
0
-100%
清仓
HSCZ
ISHARES TR
-$7.3K
0
-100%
建仓
META
META PLATFORMS INC
+$7.3K
15
清仓
HDB
HDFC BANK LTD
-$7.2K
0
-100%
减持
SUSL
ISHARES TR
+$6.8K
1,467
-5%
减持
IWF
ISHARES TR
-$5.5K
313
-14%
增持
—
EXXON MOBIL CORP
+$5.1K
302
+1%
减持
BALL
BALL CORP
+$4.2K
1,454
-11%
减持
IVW
ISHARES TR
-$4.2K
8,010
-12%
增持
BIL
SPDR SER TR
+$3.9K
85
+98%
清仓
VGT
VANGUARD WORLD FDS
-$3.4K
0
-100%
减持
GLD
SPDR GOLD TR
-$3.3K
60
-27%
增持
IJH
ISHARES TR
+$2.9K
550
+400%
增持
NKE
NIKE INC
+$2.8K
579
+22%
减持
DG
DOLLAR GEN CORP NEW
+$1.9K
104
-1%
清仓
VAW
VANGUARD WORLD FDS
-$1.9K
0
-100%
清仓
ROBO
EXCHANGE TRADED CONCEPTS TR
-$1.7K
0
-100%
增持
IYW
ISHARES TR
+$1.5K
45
+22%
清仓
VDC
VANGUARD WORLD FDS
-$1.5K
0
-100%
减持
FSLR
FIRST SOLAR INC
-$1.4K
3
-73%
清仓
WY
WEYERHAEUSER CO MTN BE
-$1.3K
0
-100%
清仓
GIL
GILDAN ACTIVEWEAR INC
-$1.2K
0
-100%
减持
MCO
MOODYS CORP
-$929
254
-2%
建仓
UBER
UBER TECHNOLOGIES INC
+$693
9
建仓
HACK
AMPLIFY ETF TR
+$641
10
清仓
BYND
BEYOND MEAT INC
-$614
0
-100%
减持
IT
GARTNER INC
+$612
324
-5%
清仓
—
ETF MANAGERS TR
-$604
0
-100%
清仓
PHM
PULTE GROUP INC
-$516
0
-100%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$483
1,592
-6%
减持
TGT
TARGET CORP
-$378
26
-26%
清仓
BOX
BOX INC
-$179
0
-100%
清仓
SFIX
STITCH FIX INC
-$29
0
-100%
清仓
—
UPEXI INC
-$27
0
-100%
