小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 120 项
建仓 9
增持 58
减持 35
清仓 18
方向
标的
Δ市值
现股数(环比)
减持
ANET
ARISTA NETWORKS INC
-$2.0M
60,794
-0%
减持
—
CHECK POINT SOFTWARE TECH LT
+$1.7M
42,427
-0%
增持
QEFA
SPDR INDEX SHS FDS
+$1.7M
98,358
+17%
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
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.4M
16,209
+1%
清仓
WST
WEST PHARMACEUTICAL SVSC INC
-$1.3M
0
-100%
增持
GOOGL
ALPHABET INC
-$1.2M
35,334
+1%
增持
T
AT&T INC
+$930.2K
168,571
+0%
增持
AMZN
AMAZON COM INC
-$882.5K
30,681
+0%
增持
MDLZ
MONDELEZ INTL INC
+$754.7K
63,241
+7%
增持
AAPL
APPLE INC
-$713.6K
25,579
+0%
增持
WM
WASTE MGMT INC DEL
+$711.7K
22,148
+1%
增持
HCA
HCA HEALTHCARE INC
+$669.5K
13,044
+2%
增持
ROST
ROSS STORES INC
-$598.3K
33,799
+4%
增持
MSFT
MICROSOFT CORP
-$556.6K
15,579
+3%
增持
ADBE
ADOBE INC
-$471.5K
12,031
+5%
增持
ULTA
ULTA BEAUTY INC
-$451.4K
10,518
+6%
增持
TLH
ISHARES TR
+$440.5K
70,399
+2%
增持
AMAT
APPLIED MATLS INC
-$433.7K
40,277
+4%
增持
HBAN
HUNTINGTON BANCSHARES INC
-$382.8K
331,889
+1%
减持
ABG
ASBURY AUTOMOTIVE GROUP INC
-$378.4K
16,581
-0%
增持
FTNT
FORTINET INC
+$292.1K
20,907
+15%
增持
PLD
PROLOGIS INC.
+$259.9K
24,996
+4%
增持
ZTS
ZOETIS INC
+$246.8K
29,747
+4%
增持
EOG
EOG RES INC
+$199.3K
24,682
+2%
减持
NFLX
NETFLIX INC
+$199.3K
8,773
-2%
增持
FSMD
FIDELITY COVINGTON TRUST
-$186.2K
117,890
+1%
减持
PH
PARKER-HANNIFIN CORP
-$153.3K
5,333
-0%
增持
XSOE
WISDOMTREE TR
+$149.9K
174,443
+2%
增持
RVNU
DBX ETF TR
+$147.6K
89,106
+10%
建仓
EIS
ISHARES INC
+$146.6K
1,972
增持
VBR
VANGUARD INDEX FDS
-$142.0K
16,254
+2%
清仓
XLY
SELECT SECTOR SPDR TR
-$136.4K
0
-100%
减持
JPM
JPMORGAN CHASE &CO.
+$130.8K
28,364
-0%
清仓
VTEB
VANGUARD MUN BD FDS
-$122.1K
0
-100%
减持
XLV
SELECT SECTOR SPDR TR
-$117.9K
95
-90%
增持
IBDX
ISHARES TR
+$104.5K
121,986
+2%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$104.1K
92,897
+3%
增持
IBDY
ISHARES TR
+$101.4K
118,815
+2%
增持
IBDT
ISHARES TR
+$101.1K
123,990
+2%
减持
IVW
ISHARES TR
-$98.4K
7,229
-5%
建仓
VOO
VANGUARD INDEX FDS
+$97.8K
190
增持
IBDS
ISHARES TR
+$79.4K
129,404
+2%
增持
EMLC
VANECK ETF TRUST
+$79.2K
62,565
+2%
增持
MLN
VANECK ETF TRUST
+$70.7K
129,864
+6%
建仓
VXUS
VANGUARD STAR FDS
+$68.9K
1,109
增持
IBMQ
ISHARES TR
+$66.3K
43,237
+6%
增持
MMIT
NEW YORK LIFE INVTS ACTIVE E
+$66.1K
66,424
+5%
增持
IBDR
ISHARES TR
+$65.2K
128,318
+2%
清仓
PAWZ
PROSHARES TR
-$62.0K
0
-100%
减持
KMI
KINDER MORGAN INC DEL
+$61.1K
80,829
-1%
增持
FENI
FIDELITY COVINGTON TRUST
+$58.1K
18,182
+4%
增持
NUSC
NUSHARES ETF TR
-$53.6K
15,283
+0%
减持
CRM
SALESFORCE INC
-$50.4K
384
-16%
减持
FMDE
FIDELITY COVINGTON TRUST
-$45.7K
28,920
-0%
增持
VTI
VANGUARD INDEX FDS
+$44.1K
764
+34%
增持
TGT
TARGET CORP
-$43.3K
1,408
+0%
增持
VO
VANGUARD INDEX FDS
+$42.5K
475
+56%
增持
ABBV
ABBVIE INC
+$40.0K
1,252
+0%
减持
NUMG
NUSHARES ETF TR
-$39.6K
8,630
-0%
增持
DINO
HF SINCLAIR CORP
+$38.1K
29,678
+11%
增持
IBMP
ISHARES TR
+$37.1K
45,567
+3%
减持
VRSN
VERISIGN INC
+$36.0K
780
-0%
增持
INTU
INTUIT
+$34.7K
7,455
+3%
减持
IJT
ISHARES TR
-$32.7K
1,989
-4%
清仓
INDS
PACER FDS TR
-$32.5K
0
-100%
建仓
VB
VANGUARD INDEX FDS
+$31.4K
141
增持
FDHY
FIDELITY COVINGTON TRUST
+$30.1K
46,999
+2%
减持
INFY
INFOSYS LTD
-$29.9K
5,053
-9%
增持
IBMO
ISHARES TR
+$27.6K
45,029
+2%
增持
PYPL
PAYPAL HLDGS INC
-$27.6K
1,376
+0%
减持
IJK
ISHARES TR
-$26.1K
966
-18%
清仓
IBTJ
ISHARES TR
-$24.9K
0
-100%
增持
NVDA
NVIDIA CORPORATION
-$23.4K
1,008
+2%
增持
ODFL
OLD DOMINION FREIGHT LINE IN
-$22.9K
6,953
+5%
清仓
HYMB
SPDR SER TR
-$22.1K
0
-100%
减持
IJS
ISHARES TR
-$21.5K
1,212
-6%
清仓
DHR
DANAHER CORPORATION
-$21.1K
0
-100%
增持
IT
GARTNER INC
-$20.9K
330
+0%
减持
IVE
ISHARES TR
-$20.6K
3,031
-3%
减持
PAYX
PAYCHEX INC
+$18.4K
1,320
-0%
清仓
IXUS
ISHARES TR
-$17.7K
0
-100%
增持
A
AGILENT TECHNOLOGIES INC
-$17.1K
992
+0%
减持
PANW
PALO ALTO NETWORKS INC
-$16.6K
1,434
-0%
减持
SUSL
ISHARES TR
-$14.3K
1,422
-3%
减持
FISV
FISERV INC
+$14.1K
953
-0%
增持
—
TRANE TECHNOLOGIES PLC
-$13.9K
441
+0%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$13.8K
302
-50%
减持
IJJ
ISHARES TR
-$13.4K
631
-11%
减持
NUDM
NUSHARES ETF TR
+$12.5K
7,154
-0%
清仓
XLE
SELECT SECTOR SPDR TR
-$12.2K
0
-100%
清仓
JMUB
J P MORGAN EXCHANGE TRADED F
-$11.0K
0
-100%
减持
DSI
ISHARES TR
-$11.0K
1,355
-0%
减持
ESGE
ISHARES INC
+$10.2K
6,742
-0%
减持
—
ROYAL CARIBBEAN GROUP
-$10.1K
35
-53%
减持
PPG
PPG INDS INC
-$8.1K
766
-0%
减持
NUMV
NUSHARES ETF TR
-$7.2K
11,576
-0%
增持
FMHI
FIRST TR EXCH TRADED FD III
+$6.8K
34,004
+1%
增持
CHD
CHURCH &DWIGHT CO INC
+$6.7K
1,216
+0%
减持
XLK
SELECT SECTOR SPDR TR
-$6.2K
4
-87%
减持
SUSC
ISHARES TR
+$6.0K
18,161
-0%
建仓
TEVA
TEVA PHARMACEUTICAL INDS LTD
+$5.5K
359
建仓
—
WIX COM LTD
+$4.9K
30
建仓
—
GLOBAL E ONLINE LTD
+$4.6K
130
建仓
VT
VANGUARD INTL EQUITY INDEX F
+$4.4K
38
清仓
CI
THE CIGNA GROUP
-$4.1K
0
-100%
清仓
VZ
VERIZON COMMUNICATIONS INC
-$4.0K
0
-100%
清仓
VLTO
VERALTO CORP
-$3.1K
0
-100%
清仓
EQIX
EQUINIX INC
-$2.8K
0
-100%
减持
OKE
ONEOK INC NEW
-$2.8K
1,698
-0%
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$2.0K
11,058
+5%
增持
CPRT
COPART INC
-$2.0K
2,748
+0%
增持
NEE
NEXTERA ENERGY INC
-$1.7K
2,254
+0%
增持
MCO
MOODYS CORP
-$1.5K
259
+0%
减持
SUSB
ISHARES TR
+$1.2K
6,510
-0%
减持
VWO
VANGUARD INTL EQUITY INDEX F
+$1.0K
6,057
-2%
清仓
OGN
ORGANON &CO
-$627
0
-100%
清仓
DIS
DISNEY WALT CO
-$445
0
-100%
增持
META
META PLATFORMS INC
+$439
16
+7%
建仓
WULF
TERAWULF INC
+$177
65
清仓
DLTR
DOLLAR TREE INC
-$75
0
-100%
