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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 120 项
建仓 7
增持 60
减持 32
清仓 21
方向
标的
Δ市值
现股数(环比)
建仓
ANET
ARISTA NETWORKS INC
+$6.7M
60,971
清仓
—
ARISTA NETWORKS INC
-$5.9M
0
-100%
清仓
IVOL
KRANESHARES TRUST
-$2.9M
0
-100%
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。
清仓
ENPH
ENPHASE ENERGY INC
-$2.6M
0
-100%
增持
TLH
ISHARES TR
+$2.4M
68,951
+68%
增持
FTNT
FORTINET INC
+$1.6M
18,209
+1501%
减持
NFLX
NETFLIX INC
+$1.4M
8,955
-3%
增持
HCA
HCA HEALTHCARE INC
-$1.3M
12,787
+0%
增持
AMAT
APPLIED MATLS INC
-$1.3M
38,607
+2%
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$998.3K
10,581
+1%
减持
AMZN
AMAZON COM INC
+$980.4K
30,630
-1%
减持
ZTS
ZOETIS INC
-$955.3K
28,546
-1%
减持
MDLZ
MONDELEZ INTL INC
-$832.2K
59,204
-0%
减持
GOOGL
ALPHABET INC
+$788.5K
35,156
-1%
减持
JPM
JPMORGAN CHASE &CO.
+$774.8K
28,480
-1%
增持
ADBE
ADOBE INC
-$651.2K
11,437
+3%
增持
QEFA
SPDR INDEX SHS FDS
-$645.2K
84,335
+0%
增持
ULTA
ULTA BEAUTY INC
+$598.8K
9,902
+4%
减持
PLD
PROLOGIS INC.
-$502.7K
23,978
-0%
减持
HBAN
HUNTINGTON BANCSHARES INC
+$475.7K
329,714
-1%
增持
XSOE
WISDOMTREE TR
-$415.8K
171,758
+0%
减持
KMI
KINDER MORGAN INC DEL
+$397.7K
81,933
-2%
减持
AAPL
APPLE INC
+$384.0K
25,539
-1%
增持
MLN
VANECK ETF TRUST
+$360.0K
122,352
+23%
增持
DINO
HF SINCLAIR CORP
-$237.2K
26,754
+1%
增持
—
CHECK POINT SOFTWARE TECH LT
-$224.6K
42,446
+0%
增持
IBMO
ISHARES TR
+$175.3K
44,123
+19%
增持
IBMP
ISHARES TR
+$171.2K
44,343
+20%
增持
MMIT
NEW YORK LIFE INVTS ACTIVE E
+$162.3K
63,560
+15%
建仓
XLY
SELECT SECTOR SPDR TR
+$136.4K
608
增持
ODFL
OLD DOMINION FREIGHT LINE IN
-$136.2K
6,651
+1%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$127.3K
16,059
-0%
增持
WST
WEST PHARMACEUTICAL SVSC INC
+$123.7K
3,922
+1%
增持
WM
WASTE MGMT INC DEL
-$122.4K
21,883
+0%
建仓
VTEB
VANGUARD MUN BD FDS
+$122.1K
2,436
增持
FMHI
FIRST TR EXCH TRADED FD III
+$116.2K
33,521
+10%
增持
ABG
ASBURY AUTOMOTIVE GROUP INC
+$102.2K
16,624
+1%
增持
EMLC
VANECK ETF TRUST
-$98.9K
61,169
+3%
减持
SUSC
ISHARES TR
-$93.4K
18,167
-15%
增持
MSFT
MICROSOFT CORP
-$90.4K
15,195
+1%
增持
IBMQ
ISHARES TR
+$88.2K
40,794
+11%
增持
IBDY
ISHARES TR
-$85.8K
116,950
+2%
增持
INTU
INTUIT
+$83.6K
7,228
+1%
减持
T
AT&T INC
+$83.4K
168,508
-1%
减持
RVNU
DBX ETF TR
-$76.7K
81,042
-0%
增持
XLV
SELECT SECTOR SPDR TR
+$72.8K
958
+150%
增持
IBDX
ISHARES TR
-$65.8K
119,771
+2%
建仓
PAWZ
PROSHARES TR
+$62.0K
1,138
增持
ROST
ROSS STORES INC
+$55.9K
32,508
+1%
增持
IVW
ISHARES TR
+$55.1K
7,579
+2%
增持
FMDE
FIDELITY COVINGTON TRUST
+$54.6K
28,982
+4%
减持
VBR
VANGUARD INDEX FDS
-$50.0K
15,996
-0%
清仓
—
ISHARES TR
-$46.4K
0
-100%
减持
FSMD
FIDELITY COVINGTON TRUST
-$43.0K
116,658
-0%
减持
BALL
BALL CORP
-$41.4K
1,041
-28%
减持
INFY
INFOSYS LTD
-$37.4K
5,569
-22%
增持
IBDR
ISHARES TR
+$32.9K
126,355
+2%
建仓
INDS
PACER FDS TR
+$32.5K
920
减持
HON
HONEYWELL INTL INC
-$31.8K
196
-47%
减持
SUSB
ISHARES TR
-$30.1K
6,536
-14%
增持
TGT
TARGET CORP
-$28.5K
1,407
+0%
增持
V
VISA INC
+$28.0K
668
+0%
增持
NEE
NEXTERA ENERGY INC
-$27.9K
2,253
+1%
增持
NUDM
NUSHARES ETF TR
-$25.1K
7,163
+0%
增持
PH
PARKER-HANNIFIN CORP
+$24.5K
5,338
+0%
减持
FISV
FISERV INC
+$24.5K
956
-0%
增持
ABBV
ABBVIE INC
-$23.7K
1,251
+0%
增持
NUMV
NUSHARES ETF TR
-$23.0K
11,583
+0%
增持
NUMG
NUSHARES ETF TR
+$22.7K
8,654
+0%
清仓
—
ISHARES TR
-$21.4K
0
-100%
减持
ESGE
ISHARES INC
-$20.6K
6,750
-0%
减持
CTAS
CINTAS CORP
-$19.4K
830
-0%
增持
PANW
PALO ALTO NETWORKS INC
+$16.9K
1,436
+101%
增持
OKE
ONEOK INC NEW
+$15.9K
1,706
+0%
增持
IBDS
ISHARES TR
+$14.6K
127,280
+2%
增持
VWO
VANGUARD INTL EQUITY INDEX F
-$14.2K
6,201
+3%
增持
FENI
FIDELITY COVINGTON TRUST
-$14.1K
17,544
+7%
增持
NUSC
NUSHARES ETF TR
-$13.8K
15,270
+0%
增持
CPRT
COPART INC
+$13.7K
2,744
+0%
增持
A
AGILENT TECHNOLOGIES INC
-$13.7K
991
+0%
增持
VRSN
VERISIGN INC
+$13.7K
783
+0%
增持
IBDT
ISHARES TR
-$13.4K
121,721
+2%
建仓
XLE
SELECT SECTOR SPDR TR
+$12.2K
143
增持
BNDX
VANGUARD CHARLOTTE FDS
-$11.2K
90,339
+2%
减持
GOOG
ALPHABET INC
-$9.6K
135
-36%
减持
—
ROYAL CARIBBEAN GROUP
-$9.3K
75
-50%
减持
EOG
EOG RES INC
-$9.3K
24,195
-0%
增持
PPG
PPG INDS INC
-$8.7K
769
+1%
减持
PAYX
PAYCHEX INC
+$7.9K
1,321
-0%
清仓
DG
DOLLAR GEN CORP NEW
-$7.0K
0
-100%
增持
IT
GARTNER INC
-$6.3K
329
+1%
清仓
—
ACCENTURE PLC IRELAND
-$5.3K
0
-100%
增持
FDHY
FIDELITY COVINGTON TRUST
+$5.2K
46,170
+2%
减持
IXUS
ISHARES TR
-$4.3K
267
-12%
增持
—
TRANE TECHNOLOGIES PLC
-$4.3K
440
+3%
清仓
CHRD
CHORD ENERGY CORPORATION
-$3.6K
0
-100%
减持
IJJ
ISHARES TR
-$3.2K
712
-5%
清仓
—
ISHARES TR
-$3.0K
0
-100%
清仓
MO
ALTRIA GROUP INC
-$2.8K
0
-100%
增持
IJT
ISHARES TR
-$2.3K
2,071
+2%
清仓
AAL
AMERICAN AIRLS GROUP INC
-$2.2K
0
-100%
增持
IJS
ISHARES TR
+$2.2K
1,286
+1%
减持
PHYS
SPROTT PHYSICAL GOLD TR
-$1.8K
7,301
-0%
建仓
TNYA
TENAYA THERAPEUTICS INC
+$1.8K
1,263
增持
IVE
ISHARES TR
-$1.8K
3,134
+3%
减持
—
ISHARES TR
-$1.3K
752
-6%
减持
DLTR
DOLLAR TREE INC
-$628
1
-90%
增持
WMT
WALMART INC
+$589
7
+600%
清仓
LYFT
LYFT INC
-$383
0
-100%
清仓
JBHT
HUNT J B TRANS SVCS INC
-$372
0
-100%
清仓
HD
HOME DEPOT INC
-$166
0
增持
MCO
MOODYS CORP
+$164
258
+0%
清仓
SCHW
SCHWAB CHARLES CORP
-$130
0
-100%
增持
CHD
CHURCH &DWIGHT CO INC
+$101
1,215
+0%
清仓
VEU
VANGUARD INTL EQUITY INDEX F
-$63
0
-100%
清仓
FBTC
FIDELITY WISE ORIGIN BITCOIN
-$56
0
-100%
清仓
KTOS
KRATOS DEFENSE &SEC SOLUTIO
-$47
0
-100%
清仓
KO
COCA COLA CO
-$42
0
-100%
清仓
HDEF
DBX ETF TR
-$27
0
-100%
清仓
VRP
INVESCO EXCH TRADED FD TR II
-$24
0
-100%
