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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 133 项
建仓 15
增持 48
减持 57
清仓 13
方向
标的
Δ市值
现股数(环比)
减持
DLTR
DOLLAR TREE INC
-$4.7M
429
-99%
建仓
ROST
ROSS STORES INC
+$4.5M
31,287
减持
JBHT
HUNT J B TRANS SVCS INC
-$1.4M
906
-88%
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
ODFL
OLD DOMINION FREIGHT LINE IN
+$1.1M
6,381
增持
AMAT
APPLIED MATLS INC
+$1.1M
37,144
+0%
增持
AAPL
APPLE INC
+$1.1M
25,888
+2%
增持
—
ARISTA NETWORKS INC
+$1.0M
15,303
+3%
减持
GOOGL
ALPHABET INC
+$1.0M
34,910
-1%
增持
ULTA
ULTA BEAUTY INC
-$918.1K
8,838
+7%
增持
ADBE
ADOBE INC
+$795.1K
10,903
+5%
增持
NFLX
NETFLIX INC
+$649.4K
9,093
+1%
减持
ENPH
ENPHASE ENERGY INC
-$530.2K
23,185
-1%
增持
MSFT
MICROSOFT CORP
+$483.9K
14,877
+2%
增持
AMZN
AMAZON COM INC
+$448.6K
30,529
+1%
增持
FMDE
FIDELITY COVINGTON TRUST
+$409.1K
26,238
+120%
增持
T
AT&T INC
+$370.1K
167,211
+4%
增持
XSOE
WISDOMTREE TR
+$281.7K
168,255
+2%
增持
—
CHECK POINT SOFTWARE TECH LT
+$259.2K
42,155
+3%
增持
ZTS
ZOETIS INC
+$237.3K
28,084
+3%
增持
WST
WEST PHARMACEUTICAL SVSC INC
-$222.6K
3,960
+3%
减持
PJAN
INNOVATOR ETFS TRUST
-$212.5K
3,547
-61%
增持
PH
PARKER-HANNIFIN CORP
-$211.2K
5,285
+2%
减持
DINO
HF SINCLAIR CORP
-$201.3K
25,747
-1%
减持
IJK
ISHARES TR
-$186.1K
1,223
-62%
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$182.0K
10,348
+2%
增持
FENI
FIDELITY COVINGTON TRUST
+$181.1K
15,201
+74%
减持
HCA
HCA HEALTHCARE INC
-$176.2K
12,671
-0%
增持
PLD
PROLOGIS INC.
-$175.7K
12,106
+3%
增持
MLN
VANECK ETF TRUST
+$165.8K
91,761
+12%
减持
IJJ
ISHARES TR
-$156.7K
749
-63%
建仓
PHYS
SPROTT PHYSICAL GOLD TR
+$141.1K
7,814
增持
HBAN
HUNTINGTON BANCSHARES INC
-$138.3K
329,734
+3%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$134.5K
15,903
+1%
增持
INTU
INTUIT
+$127.2K
7,071
+2%
减持
TLH
ISHARES TR
-$122.6K
40,666
-1%
减持
—
ISHARES TR
-$120.2K
822
-85%
减持
IXUS
ISHARES TR
-$116.5K
303
-85%
建仓
NVDA
NVIDIA CORPORATION
+$114.9K
930
减持
IJS
ISHARES TR
-$113.2K
1,224
-46%
减持
KMI
KINDER MORGAN INC DEL
+$108.7K
82,642
-1%
增持
RVNU
DBX ETF TR
+$106.7K
83,452
+6%
增持
JPM
JPMORGAN CHASE &CO.
+$106.2K
28,430
+1%
增持
VBR
VANGUARD INDEX FDS
-$104.0K
15,888
+1%
增持
ABG
ASBURY AUTOMOTIVE GROUP INC
-$100.6K
16,174
+1%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$99.3K
87,544
-1%
减持
—
ISHARES TR
-$96.9K
800
-82%
增持
EQIX
EQUINIX INC
-$96.0K
1,771
+2%
减持
INFY
INFOSYS LTD
-$90.6K
17,839
-24%
增持
MDLZ
MONDELEZ INTL INC
-$88.8K
58,316
+5%
增持
MMIT
INDEXIQ ACTIVE ETF TR
+$75.6K
53,320
+7%
减持
IVOL
KRANESHARES TRUST
-$70.1K
148,763
-0%
减持
IJT
ISHARES TR
-$66.0K
1,921
-20%
增持
FSMD
FIDELITY COVINGTON TRUST
-$61.2K
115,978
+2%
减持
IBDY
ISHARES TR
-$54.4K
113,229
-1%
减持
IBDX
ISHARES TR
-$54.1K
115,731
-1%
清仓
—
LAM RESEARCH CORP
-$53.4K
0
-100%
减持
EMLC
VANECK ETF TRUST
-$48.7K
58,823
-0%
增持
WM
WASTE MGMT INC DEL
+$44.5K
21,553
+1%
减持
KLAC
KLA CORP
-$43.9K
32
-68%
减持
IBDT
ISHARES TR
-$40.7K
118,151
-1%
增持
—
EXXON MOBIL CORP
+$39.7K
650
+115%
清仓
—
PIONEER NAT RES CO
-$39.4K
0
-100%
减持
AMD
ADVANCED MICRO DEVICES INC
-$39.2K
319
-37%
减持
NUSC
NUSHARES ETF TR
-$35.1K
15,125
-0%
增持
UNH
UNITEDHEALTH GROUP INC
+$35.1K
166
+66%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$33.7K
1,268
-20%
减持
IBDR
ISHARES TR
-$32.7K
122,554
-1%
减持
IBDS
ISHARES TR
-$32.3K
123,215
-1%
清仓
QCOM
QUALCOMM INC
-$32.2K
0
-100%
减持
FDHY
FIDELITY COVINGTON TRUST
-$31.7K
44,553
-1%
清仓
FCN
FTI CONSULTING INC
-$29.4K
0
-100%
清仓
TER
TERADYNE INC
-$26.0K
0
-100%
清仓
XPO
XPO INC
-$25.6K
0
-100%
减持
NUMG
NUSHARES ETF TR
-$23.0K
8,566
-0%
减持
V
VISA INC
-$22.4K
661
-6%
增持
NEE
NEXTERA ENERGY INC
+$22.1K
2,258
+5%
减持
IVE
ISHARES TR
-$21.2K
2,870
-1%
减持
HON
HONEYWELL INTL INC
-$20.3K
423
-22%
减持
IVW
ISHARES TR
-$18.6K
7,108
-11%
增持
IBMP
ISHARES TR
+$18.4K
35,898
+3%
建仓
IDXX
IDEXX LABS INC
+$17.5K
36
减持
A
AGILENT TECHNOLOGIES INC
-$15.9K
981
-0%
减持
SUSC
ISHARES TR
-$15.8K
21,308
-2%
减持
SCHW
SCHWAB CHARLES CORP
-$15.6K
2
-99%
建仓
ELF
E L F BEAUTY INC
+$15.4K
73
建仓
NOW
SERVICENOW INC
+$14.9K
19
减持
PPG
PPG INDS INC
-$14.8K
771
-0%
减持
NUMV
NUSHARES ETF TR
-$14.2K
11,492
-0%
增持
HD
HOME DEPOT INC
-$13.2K
414
+2%
增持
FMHI
FIRST TR EXCH TRADED FD III
+$13.0K
29,557
+1%
增持
IBMQ
ISHARES TR
+$12.2K
37,324
+2%
清仓
GXO
GXO LOGISTICS INCORPORATED
-$11.3K
0
-100%
减持
IJH
ISHARES TR
-$11.3K
378
-31%
减持
FISV
FISERV INC
-$10.5K
948
-0%
减持
CPRT
COPART INC
-$10.4K
2,726
-0%
增持
PYPL
PAYPAL HLDGS INC
-$10.2K
1,363
+2%
清仓
AMT
AMERICAN TOWER CORP NEW
-$10.1K
0
-100%
增持
ABBV
ABBVIE INC
-$9.9K
1,235
+1%
清仓
NEM
NEWMONT CORP
-$9.7K
0
-100%
清仓
FMC
FMC CORP
-$9.2K
0
-100%
增持
FTNT
FORTINET INC
-$8.9K
1,124
+0%
减持
ORCL
ORACLE CORP
-$8.9K
301
-26%
减持
ESGE
ISHARES INC
+$7.9K
6,701
-0%
增持
VRSN
VERISIGN INC
-$7.2K
793
+1%
减持
KO
COCA COLA CO
+$7.0K
2,999
-0%
减持
VWO
VANGUARD INTL EQUITY INDEX F
+$6.8K
5,665
-2%
建仓
NVO
NOVO-NORDISK A S
+$6.6K
46
增持
XLK
SELECT SECTOR SPDR TR
+$6.0K
30
+650%
减持
PAYX
PAYCHEX INC
-$5.9K
1,313
-0%
清仓
—
ENERPLUS CORP
-$5.9K
0
-100%
减持
DG
DOLLAR GEN CORP NEW
-$5.3K
83
-20%
建仓
CHRD
CHORD ENERGY CORPORATION
+$5.0K
30
减持
SUSL
ISHARES TR
+$4.7K
1,461
-0%
清仓
TGT
TARGET CORP
-$4.6K
0
-100%
清仓
RXO
RXO INC
-$4.6K
0
-100%
建仓
URA
GLOBAL X FDS
+$4.0K
138
增持
QEFA
SPDR INDEX SHS FDS
+$3.7K
83,137
+2%
减持
DSI
ISHARES TR
+$3.5K
1,358
-0%
减持
LUV
SOUTHWEST AIRLS CO
-$3.2K
508
-16%
减持
COST
COSTCO WHSL CORP NEW
-$2.2K
25
-22%
减持
OKE
ONEOK INC NEW
+$2.2K
1,704
-0%
减持
CHD
CHURCH &DWIGHT CO INC
-$1.3K
1,202
-0%
增持
IBMO
ISHARES TR
+$1.2K
36,366
+0%
减持
SUSB
ISHARES TR
-$1.0K
7,540
-1%
增持
EOG
EOG RES INC
+$436
23,759
+2%
减持
NUDM
NUSHARES ETF TR
-$196
7,085
-0%
增持
—
ISHARES TR
+$141
2,244
+0%
建仓
VEU
VANGUARD INTL EQUITY INDEX F
+$59
1
建仓
FBTC
FIDELITY WISE ORIGIN BITCOIN
+$52
1
建仓
KTOS
KRATOS DEFENSE &SEC SOLUTIO
+$40
2
增持
—
ISHARES TR
+$27
289
+0%
建仓
VRP
INVESCO EXCH TRADED FD TR II
+$24
1
建仓
HDEF
DBX ETF TR
+$24
1
