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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 114 项
建仓 5
增持 75
减持 29
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
PLD
PROLOGIS INC.
+$1.7M
24,051
+99%
减持
EQIX
EQUINIX INC
-$1.3M
3
-100%
增持
—
CHECK POINT SOFTWARE TECH LT
+$1.2M
42,266
+0%
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
AMAT
APPLIED MATLS INC
-$1.2M
37,689
+1%
增持
HCA
HCA HEALTHCARE INC
+$1.1M
12,752
+1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$937.2K
16,092
+1%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$780.1K
10,512
+2%
增持
ZTS
ZOETIS INC
+$737.7K
28,695
+2%
增持
PH
PARKER-HANNIFIN CORP
+$697.2K
5,335
+1%
增持
—
ARISTA NETWORKS INC
+$575.5K
15,473
+1%
减持
AAPL
APPLE INC
+$559.0K
25,801
-0%
增持
T
AT&T INC
+$558.2K
170,617
+2%
增持
MDLZ
MONDELEZ INTL INC
+$552.3K
59,298
+2%
增持
QEFA
SPDR INDEX SHS FDS
+$546.7K
83,999
+1%
增持
HBAN
HUNTINGTON BANCSHARES INC
+$542.9K
332,569
+1%
增持
XSOE
WISDOMTREE TR
+$497.3K
171,086
+2%
增持
GOOGL
ALPHABET INC
-$492.3K
35,373
+1%
增持
FSMD
FIDELITY COVINGTON TRUST
+$475.7K
117,048
+1%
增持
NFLX
NETFLIX INC
+$398.5K
9,214
+1%
增持
VBR
VANGUARD INDEX FDS
+$320.2K
16,038
+1%
增持
ADBE
ADOBE INC
-$320.0K
11,080
+2%
增持
ROST
ROSS STORES INC
+$315.0K
32,301
+3%
增持
TLH
ISHARES TR
+$314.9K
41,080
+1%
增持
JPM
JPMORGAN CHASE &CO.
+$301.8K
28,702
+1%
增持
ULTA
ULTA BEAUTY INC
+$297.6K
9,529
+8%
减持
ENPH
ENPHASE ENERGY INC
+$285.4K
22,980
-1%
增持
ABG
ASBURY AUTOMOTIVE GROUP INC
+$252.4K
16,505
+2%
建仓
TGT
TARGET CORP
+$218.7K
1,403
增持
PANW
PALO ALTO NETWORKS INC
+$217.9K
715
+817%
增持
KMI
KINDER MORGAN INC DEL
+$205.2K
83,624
+1%
增持
DINO
HF SINCLAIR CORP
-$198.4K
26,362
+2%
减持
KO
COCA COLA CO
-$190.8K
1
-100%
增持
MLN
VANECK ETF TRUST
+$188.8K
99,873
+9%
增持
INTU
INTUIT
-$188.2K
7,181
+2%
增持
ODFL
OLD DOMINION FREIGHT LINE IN
+$182.6K
6,592
+3%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$181.6K
88,351
+1%
减持
INFY
INFOSYS LTD
-$172.7K
7,162
-60%
增持
IBDY
ISHARES TR
+$167.9K
114,442
+1%
增持
IBDX
ISHARES TR
+$167.4K
117,066
+1%
建仓
—
TRANE TECHNOLOGIES PLC
+$166.8K
429
增持
IVOL
KRANESHARES TRUST
+$162.5K
151,489
+2%
增持
AMZN
AMAZON COM INC
-$160.2K
30,803
+1%
增持
MSFT
MICROSOFT CORP
-$154.1K
15,094
+1%
减持
JBHT
HUNT J B TRANS SVCS INC
-$144.6K
2
-100%
减持
WST
WEST PHARMACEUTICAL SVSC INC
-$143.3K
3,868
-2%
减持
HD
HOME DEPOT INC
-$142.5K
0
-100%
增持
FMDE
FIDELITY COVINGTON TRUST
+$124.8K
27,907
+6%
增持
IBDT
ISHARES TR
+$117.7K
119,244
+1%
增持
EMLC
VANECK ETF TRUST
+$113.7K
59,547
+1%
增持
IBDS
ISHARES TR
+$111.2K
124,541
+1%
增持
FDHY
FIDELITY COVINGTON TRUST
+$94.2K
45,072
+1%
增持
IBDR
ISHARES TR
+$89.2K
123,803
+1%
增持
IVE
ISHARES TR
+$77.6K
3,043
+6%
增持
MMIT
NEW YORK LIFE INVTS ACTIVE E
+$74.5K
55,440
+4%
增持
FMHI
FIRST TR EXCH TRADED FD III
+$74.4K
30,417
+3%
增持
FENI
FIDELITY COVINGTON TRUST
+$66.3K
16,415
+8%
增持
WM
WASTE MGMT INC DEL
-$59.8K
21,861
+1%
增持
NUSC
NUSHARES ETF TR
+$58.3K
15,251
+1%
增持
IVW
ISHARES TR
+$56.6K
7,461
+5%
建仓
DECK
DECKERS OUTDOOR CORP
+$49.7K
312
增持
NUMV
NUSHARES ETF TR
+$46.6K
11,569
+1%
增持
IBMP
ISHARES TR
+$45.8K
37,077
+3%
减持
DLTR
DOLLAR TREE INC
-$45.1K
10
-98%
减持
NKE
NIKE INC
-$43.5K
2
-100%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$39.3K
6,003
+6%
建仓
BR
BROADRIDGE FINL SOLUTIONS IN
+$37.4K
174
增持
IJT
ISHARES TR
+$35.9K
2,026
+5%
增持
ABBV
ABBVIE INC
+$34.1K
1,245
+1%
增持
FISV
FISERV INC
+$30.6K
957
+1%
减持
NEE
NEXTERA ENERGY INC
+$29.5K
2,240
-1%
增持
NUMG
NUSHARES ETF TR
+$29.1K
8,641
+1%
增持
PYPL
PAYPAL HLDGS INC
+$28.2K
1,375
+1%
增持
IBMO
ISHARES TR
+$27.2K
36,953
+2%
增持
CTAS
CINTAS CORP
+$24.7K
831
+298%
减持
SUSC
ISHARES TR
+$22.0K
21,275
-0%
增持
PAYX
PAYCHEX INC
+$21.8K
1,322
+1%
增持
ESGE
ISHARES INC
+$21.3K
6,757
+1%
增持
FTNT
FORTINET INC
+$20.4K
1,137
+1%
增持
IT
GARTNER INC
+$20.2K
327
+1%
增持
NUDM
NUSHARES ETF TR
+$19.9K
7,144
+1%
增持
A
AGILENT TECHNOLOGIES INC
+$19.7K
989
+1%
增持
IJS
ISHARES TR
+$18.4K
1,277
+4%
清仓
IDXX
IDEXX LABS INC
-$17.5K
0
-100%
增持
OKE
ONEOK INC NEW
+$16.5K
1,705
+0%
清仓
ELF
E L F BEAUTY INC
-$15.4K
0
-100%
增持
EOG
EOG RES INC
-$15.4K
24,202
+2%
增持
MCO
MOODYS CORP
+$15.1K
257
+1%
清仓
NOW
SERVICENOW INC
-$14.9K
0
-100%
减持
HON
HONEYWELL INTL INC
-$14.3K
368
-13%
增持
V
VISA INC
+$9.6K
666
+1%
减持
PHYS
SPROTT PHYSICAL GOLD TR
+$7.8K
7,305
-7%
减持
AMGN
AMGEN INC
+$7.5K
780
-0%
减持
VRSN
VERISIGN INC
+$7.4K
781
-2%
减持
IJJ
ISHARES TR
+$7.2K
746
-0%
减持
—
ACCENTURE PLC IRELAND
-$7.1K
15
-63%
增持
SUSB
ISHARES TR
+$6.9K
7,612
+1%
清仓
NVO
NOVO-NORDISK A S
-$6.6K
0
-100%
减持
IBMQ
ISHARES TR
+$5.2K
36,637
-2%
增持
NVDA
NVIDIA CORPORATION
+$5.1K
988
+6%
减持
RVNU
DBX ETF TR
-$5.1K
81,278
-3%
清仓
URA
GLOBAL X FDS
-$4.0K
0
-100%
增持
CPRT
COPART INC
-$3.9K
2,743
+1%
减持
—
ISHARES TR
-$3.9K
127
-56%
减持
BIL
SPDR SER TR
-$3.9K
43
-49%
减持
—
ISHARES TR
-$3.4K
2,088
-7%
减持
PPG
PPG INDS INC
+$3.4K
759
-2%
减持
VTI
VANGUARD INDEX FDS
+$3.1K
572
-4%
增持
CHD
CHURCH &DWIGHT CO INC
+$2.5K
1,214
+1%
增持
NGVC
NATURAL GROCERS BY VITAMIN C
+$1.4K
147
+5%
减持
CHRD
CHORD ENERGY CORPORATION
-$1.4K
28
-7%
减持
USSG
DBX ETF TR
+$274
220
-2%
减持
IJK
ISHARES TR
-$126
1,171
-4%
减持
—
ISHARES TR
+$117
799
-0%
建仓
WMT
WALMART INC
+$81
1
