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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 38
增持 62
减持 44
清仓 6
方向
标的
Δ市值
现股数(环比)
清仓
ABG
ASBURY AUTOMOTIVE GROUP INC
-$3.7M
0
-100%
增持
TGT
TARGET CORP
+$2.9M
30,850
+2091%
建仓
EUFN
ISHARES TR
+$2.9M
90,942
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
+$2.7M
46,469
+15%
减持
NFLX
NETFLIX INC
+$2.6M
8,028
-8%
增持
MSFT
MICROSOFT CORP
+$2.3M
16,447
+6%
增持
INTU
INTUIT
+$1.6M
7,815
+5%
增持
ANET
ARISTA NETWORKS INC
+$1.6M
61,462
+1%
增持
ULTA
ULTA BEAUTY INC
+$1.5M
11,507
+9%
增持
AMZN
AMAZON COM INC
+$1.2M
32,082
+5%
减持
JPM
JPMORGAN CHASE &CO.
+$1.2M
28,080
-1%
清仓
ODFL
OLD DOMINION FREIGHT LINE IN
-$1.2M
0
-100%
增持
QEFA
SPDR INDEX SHS FDS
+$1.1M
103,890
+6%
增持
GOOGL
ALPHABET INC
+$1.1M
37,043
+5%
增持
XSOE
WISDOMTREE TR
+$804.4K
179,509
+3%
增持
ADBE
ADOBE INC
+$803.2K
14,003
+16%
增持
HBAN
HUNTINGTON BANCSHARES INC
+$724.3K
340,449
+3%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$716.0K
16,297
+1%
减持
RVNU
DBX ETF TR
-$699.0K
62,345
-30%
增持
FTNT
FORTINET INC
+$599.4K
24,706
+18%
增持
TLH
ISHARES TR
+$591.6K
77,712
+10%
增持
HCA
HCA HEALTHCARE INC
+$563.1K
13,236
+1%
增持
MLN
VANECK ETF TRUST
+$562.1K
166,991
+29%
增持
PH
PARKER-HANNIFIN CORP
+$560.3K
5,444
+2%
增持
DINO
HF SINCLAIR CORP
+$531.5K
36,692
+24%
减持
—
CHECK POINT SOFTWARE TECH LT
-$500.5K
41,444
-2%
增持
FSMD
FIDELITY COVINGTON TRUST
+$482.2K
122,952
+4%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$369.6K
99,068
+7%
增持
VBR
VANGUARD INDEX FDS
+$342.0K
17,281
+6%
增持
ROST
ROSS STORES INC
+$335.9K
36,488
+8%
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$313.3K
12,798
+16%
增持
MDLZ
MONDELEZ INTL INC
+$312.5K
68,260
+8%
减持
T
AT&T INC
-$298.1K
154,426
-8%
增持
IBDX
ISHARES TR
+$255.9K
130,682
+7%
增持
IBDY
ISHARES TR
+$254.7K
127,066
+7%
增持
ZTS
ZOETIS INC
+$237.7K
32,931
+11%
增持
IBDT
ISHARES TR
+$198.6K
131,021
+6%
增持
IBDR
ISHARES TR
+$198.4K
136,289
+6%
增持
FDHY
FIDELITY COVINGTON TRUST
+$196.6K
50,245
+7%
增持
EMLC
VANECK ETF TRUST
+$190.5K
66,402
+6%
增持
IBDS
ISHARES TR
+$188.2K
136,680
+6%
增持
AAPL
APPLE INC
-$183.9K
26,797
+5%
增持
PLD
PROLOGIS INC.
+$159.7K
28,101
+12%
增持
NVDA
NVIDIA CORPORATION
+$106.9K
1,368
+36%
清仓
VOO
VANGUARD INDEX FDS
-$97.8K
0
-100%
减持
IVW
ISHARES TR
+$80.5K
6,826
-6%
减持
FISV
FISERV INC
-$78.2K
767
-20%
增持
EOG
EOG RES INC
+$77.8K
27,113
+10%
增持
WM
WASTE MGMT INC DEL
+$75.3K
22,738
+3%
减持
ABBV
ABBVIE INC
-$69.8K
1,037
-17%
清仓
VXUS
VANGUARD STAR FDS
-$68.9K
0
-100%
增持
SUSC
ISHARES TR
+$56.5K
20,460
+13%
减持
NUSC
NUSHARES ETF TR
-$50.1K
13,154
-14%
减持
—
ISHARES TR
-$49.4K
123
-94%
减持
FMHI
FIRST TR EXCH TRADED FD III
-$49.1K
33,756
-1%
减持
NUMV
NUSHARES ETF TR
-$47.2K
9,677
-16%
减持
PAYX
PAYCHEX INC
-$45.7K
1,087
-18%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$45.3K
858
+3%
减持
VTI
VANGUARD INDEX FDS
-$44.3K
545
-29%
减持
CPRT
COPART INC
-$44.2K
2,269
-17%
增持
COST
COSTCO WHSL CORP NEW
+$43.7K
68
+172%
增持
EIS
ISHARES INC
+$42.8K
1,996
+1%
减持
V
VISA INC
-$41.0K
544
-19%
增持
ORCL
ORACLE CORP
+$38.8K
370
+23%
减持
VO
VANGUARD INDEX FDS
-$37.7K
304
-36%
减持
OKE
ONEOK INC NEW
-$36.3K
1,620
-5%
增持
GLW
CORNING INC
+$35.8K
1,852
+38%
增持
AMD
ADVANCED MICRO DEVICES INC
+$32.8K
462
+45%
减持
AMGN
AMGEN INC
-$32.4K
755
-3%
减持
CHD
CHURCH &DWIGHT CO INC
-$32.4K
1,057
-13%
减持
NEE
NEXTERA ENERGY INC
-$31.6K
1,846
-18%
清仓
VB
VANGUARD INDEX FDS
-$31.4K
0
-100%
减持
VRSN
VERISIGN INC
-$30.8K
579
-26%
增持
META
META PLATFORMS INC
+$30.6K
54
+238%
减持
FENI
FIDELITY COVINGTON TRUST
+$27.8K
17,104
-6%
增持
TSLA
TESLA INC
+$27.5K
111
+270%
减持
CTAS
CINTAS CORP
-$24.6K
655
-21%
减持
MMIT
NEW YORK LIFE INVTS ACTIVE E
-$24.2K
65,745
-1%
减持
IT
GARTNER INC
-$23.7K
284
-14%
增持
RTX
RTX CORPORATION
+$22.0K
1,410
+2%
减持
ESGE
ISHARES INC
-$20.4K
5,495
-18%
减持
MCO
MOODYS CORP
-$19.8K
201
-22%
增持
IBMQ
ISHARES TR
+$19.8K
43,810
+1%
减持
NUDM
NUSHARES ETF TR
-$19.7K
5,865
-18%
减持
MRK
MERCK &CO INC
-$19.6K
1,503
-3%
建仓
AVGO
BROADCOM INC
+$19.3K
70
减持
IBMP
ISHARES TR
-$18.2K
44,722
-2%
增持
GOOG
ALPHABET INC
+$17.6K
218
+61%
减持
NUMG
NUSHARES ETF TR
-$16.9K
7,297
-15%
减持
IVE
ISHARES TR
-$16.4K
2,872
-5%
建仓
COR
CENCORA INC
+$14.4K
48
减持
KMI
KINDER MORGAN INC DEL
-$14.4K
77,949
-4%
增持
SUSB
ISHARES TR
+$14.2K
7,026
+8%
建仓
MCK
MCKESSON CORP
+$13.2K
18
建仓
PWR
QUANTA SVCS INC
+$12.5K
33
增持
—
ROYAL CARIBBEAN GROUP
+$11.6K
60
+71%
建仓
BKNG
BOOKING HOLDINGS INC
+$11.6K
2
建仓
AZO
AUTOZONE INC
+$11.1K
3
减持
INFY
INFOSYS LTD
-$10.7K
4,397
-13%
增持
CAT
CATERPILLAR INC
+$10.1K
94
+18%
增持
TJX
TJX COS INC NEW
+$9.7K
473
+18%
增持
ISRG
INTUITIVE SURGICAL INC
+$9.1K
66
+22%
减持
BR
BROADRIDGE FINL SOLUTIONS IN
-$8.9K
137
-21%
减持
VWO
VANGUARD INTL EQUITY INDEX F
+$8.7K
5,719
-6%
建仓
—
SPOTIFY TECHNOLOGY S A
+$8.4K
11
减持
IBMO
ISHARES TR
-$8.4K
44,590
-1%
建仓
GE
GE AEROSPACE
+$8.2K
32
建仓
MA
MASTERCARD INCORPORATED
+$7.9K
14
减持
PYPL
PAYPAL HLDGS INC
-$7.8K
1,103
-20%
建仓
BSX
BOSTON SCIENTIFIC CORP
+$7.5K
70
建仓
DASH
DOORDASH INC
+$7.1K
29
建仓
CDNS
CADENCE DESIGN SYSTEM INC
+$7.1K
23
减持
PG
PROCTER AND GAMBLE CO
-$7.0K
419
-3%
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$6.8K
50
减持
A
AGILENT TECHNOLOGIES INC
-$6.8K
926
-7%
增持
MUB
ISHARES TR
+$6.6K
457
+17%
建仓
LECO
LINCOLN ELEC HLDGS INC
+$6.6K
32
增持
WMT
WALMART INC
+$6.5K
73
+943%
建仓
—
NVENT ELECTRIC PLC
+$6.2K
85
建仓
NI
NISOURCE INC
+$5.9K
146
建仓
GEV
GE VERNOVA INC
+$5.8K
11
建仓
ITT
ITT INC
+$5.8K
37
建仓
PRI
PRIMERICA INC
+$5.7K
21
建仓
CNO
CNO FINL GROUP INC
+$5.7K
148
增持
—
EXXON MOBIL CORP
+$5.7K
770
+18%
建仓
CMG
CHIPOTLE MEXICAN GRILL INC
+$5.6K
100
建仓
ALNY
ALNYLAM PHARMACEUTICALS INC
+$5.5K
17
建仓
CVX
CHEVRON CORP NEW
+$5.4K
38
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$5.0K
262
+61%
减持
PANW
PALO ALTO NETWORKS INC
-$4.9K
1,172
-18%
建仓
OGE
OGE ENERGY CORP
+$4.8K
109
建仓
THG
HANOVER INS GROUP INC
+$4.8K
28
建仓
ARES
ARES MANAGEMENT CORPORATION
+$4.7K
27
增持
CRM
SALESFORCE INC
+$4.7K
395
+3%
建仓
LMT
LOCKHEED MARTIN CORP
+$4.6K
10
建仓
TDG
TRANSDIGM GROUP INC
+$4.6K
3
增持
HYD
VANECK ETF TRUST
+$4.5K
624
+19%
减持
IJT
ISHARES TR
+$4.5K
1,895
-5%
增持
ABT
ABBOTT LABS
+$4.5K
229
+14%
建仓
CME
CME GROUP INC
+$4.4K
16
建仓
WFC
WELLS FARGO CO NEW
+$4.4K
55
清仓
VT
VANGUARD INTL EQUITY INDEX F
-$4.4K
0
-100%
建仓
AIG
AMERICAN INTL GROUP INC
+$4.4K
51
建仓
LEN
LENNAR CORP
+$4.2K
38
建仓
MPC
MARATHON PETE CORP
+$4.2K
25
建仓
NOW
SERVICENOW INC
+$4.1K
4
建仓
CMCSA
COMCAST CORP NEW
+$3.9K
109
建仓
COLB
COLUMBIA BKG SYS INC
+$3.8K
163
减持
—
TRANE TECHNOLOGIES PLC
-$3.8K
331
-25%
建仓
UCB
UNITED CMNTY BKS BLAIRSVLE G
+$3.8K
127
