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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
增持 47
减持 24
清仓 79
方向
标的
Δ市值
现股数(环比)
增持
NFLX
NETFLIX INC
-$2.6M
69,659
+810%
减持
ANET
ARISTA NETWORKS INC COM SHS
-$2.4M
46,506
-20%
增持
ADBE
ADOBE INC COM
+$2.1M
24,903
+32%
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
ROST
ROSS STORES INC
+$1.6M
40,212
+9%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$1.4M
13,215
+3%
增持
FTNT
FORTINET INC COM USD0.001
+$1.3M
43,703
+72%
减持
AMAT
APPLIED MATERIALS INC COM USD0.01
+$1.2M
41,611
-10%
增持
QEFA
SPDR INDEX SHS FDS MSCI EAFE STRTGC
+$1.0M
111,139
+8%
增持
ZTS
ZOETIS INC
+$996.2K
46,818
+40%
减持
JPM
JPMORGAN CHASE &CO. COM
-$910.8K
23,633
-13%
减持
GOOGL
ALPHABET INC CAP STK CL A
-$828.8K
32,501
-28%
增持
TGT
TARGET CORP
+$804.8K
36,526
+18%
增持
WM
WASTE MANAGEMENT INC
+$759.5K
26,121
+16%
增持
PLD
PROLOGIS INC. COM
+$736.5K
31,018
+10%
减持
ULTA
ULTA BEAUTY INC COM
+$642.3K
11,228
-0%
增持
MSFT
MICROSOFT CORP
-$519.3K
16,027
+0%
减持
T
AT&T INC COM USD1
-$515.0K
147,978
-0%
增持
BRK/B
BERKSHIRE HATHAWAY INC COM USD0.0033 CLASS B
+$483.3K
16,905
+6%
增持
EUFN
ISHARES TRUST MSCI EUROPE FINANCIALS ISIN #US4642891802 SEDOL #B633900
+$479.7K
95,480
+7%
增持
INTU
INTUIT INC
+$431.6K
8,564
+12%
增持
MDLZ
MONDELEZ INTL INC COM NPV
+$404.6K
87,259
+27%
减持
AAPL
APPLE INC
-$399.3K
24,460
-12%
增持
HBAN
HUNTINGTON BANCSHARES INC COM USD0.01
+$398.7K
354,647
+6%
减持
HCA
HCA HEALTHCARE INC COM
-$379.8K
11,040
-15%
增持
TLH
ISHARES TR 10-20 YR TRS ETF
+$376.6K
81,655
+6%
增持
RVNU
DBX ETF TR XTRACK MUN INFRA
+$319.0K
200,446
+8%
增持
FSMD
FIDELITY SML MID MLTFCT
+$315.2K
127,567
+6%
增持
BNDX
VANGUARD CHARLOTTE FDS TOTAL INTL BD ETF
+$302.2K
106,961
+9%
减持
DINO
HF SINCLAIR CORP COM
-$264.9K
34,985
-2%
增持
IBDR
ISHARES TR IBONDS DEC 2026 TERM CORP ETF
+$260.6K
146,492
+8%
增持
IBDS
ISHARES TR IBONDS 27 ETF
+$252.1K
146,397
+8%
增持
—
CHECK POINT SOFTWARE TECHNOLOGIES LTD
+$245.4K
46,360
+15%
增持
IBDT
ISHARES TR IBDS DEC28 ETF
+$237.1K
139,711
+7%
减持
KMI
KINDER MORGAN INC COM USD0.01
-$228.3K
69,946
-8%
增持
MMIT
NEW YORK LIFE INVTS ACTIVE ETF NYLI MACKAY MUN
+$204.5K
74,064
+13%
增持
EOG
EOG RESOURCES INC
+$203.5K
30,676
+14%
增持
IBDY
ISHARES TRUST IBONDS DEC 2033 TERM CORPORATE ETF USD
+$187.6K
133,371
+6%
增持
FMHI
FIRST TR EXCHANGE-TRADED FD III MUNICIPAL HIGH INCOME ETF
+$159.7K
37,912
+9%
增持
FDHY
FIDELITY ENHANCED HIGH YIELD ETF
+$156.6K
53,103
+6%
增持
IBDX
ISHARES TR IBONDS DEC 2032
+$154.5K
136,152
+5%
减持
AMZN
AMAZON.COM INC
+$144.5K
30,556
-3%
清仓
ORCL
ORACLE CORP
-$104.0K
0
-100%
增持
IBMP
ISHARES TRUST IBONDS DEC 2027 TERM MUNI BOND ETF
+$102.5K
49,609
+9%
增持
IBMQ
ISHARES TR IBONDS DEC 28
+$101.6K
49,183
+9%
清仓
IJK
ISHARES TR
-$92.7K
0
-100%
增持
IBMO
ISHARES TR IBONDS DEC 26
+$91.7K
49,386
+8%
清仓
MCO
MOODYS CORP
-$90.1K
0
-100%
清仓
VO
VANGUARD INDEX FDS
-$89.3K
0
-100%
清仓
—
EXXON MOBIL CORP
-$86.8K
0
-100%
清仓
VOOG
VANGUARD ADMIRAL FDS INC
-$82.0K
0
-100%
清仓
IJJ
ISHARES TR
-$81.9K
0
-100%
清仓
PDEC
INNOVATOR ETFS TRUST
-$74.2K
0
-100%
清仓
PPG
PPG INDS INC
-$72.3K
0
-100%
清仓
PYPL
PAYPAL HLDGS INC
-$70.5K
0
-100%
清仓
TJX
TJX COS INC NEW
-$68.4K
0
-100%
清仓
PG
PROCTER AND GAMBLE CO
-$66.2K
0
-100%
增持
EMLC
VANECK ETF TRUST JP MRGAN EM LOC
+$66.0K
67,468
+3%
清仓
META
META PLATFORMS INC
-$65.4K
0
-100%
清仓
COST
COSTCO WHSL CORP NEW
-$62.9K
0
-100%
清仓
IBDU
ISHARES TR
-$62.5K
0
-100%
清仓
ITOT
ISHARES TR
-$61.2K
0
-100%
清仓
JNJ
JOHNSON &JOHNSON
-$59.9K
0
-100%
清仓
GOOG
ALPHABET INC
-$58.0K
0
-100%
清仓
UNH
UNITEDHEALTH GROUP INC
-$57.3K
0
-100%
增持
IT
GARTNER INC COM USD0.0005
+$56.6K
534
+80%
清仓
BALL
BALL CORP
-$52.5K
0
-100%
清仓
CAT
CATERPILLAR INC
-$49.6K
0
-100%
清仓
BMY
BRISTOL-MYERS SQUIBB CO
-$47.7K
0
-100%
减持
PANW
PALO ALTO NETWORKS INC COM USD0.0001
-$47.3K
1,133
-10%
清仓
SPY
SPDR S&P 500 ETF TR
-$45.3K
0
-100%
增持
AMGN
AMGEN INC
+$43.9K
785
+4%
清仓
QUAL
ISHARES TR
-$40.3K
0
-100%
增持
RTX
RTX CORPORATION COM USD1.00
+$39.2K
1,471
+7%
清仓
TSLA
TESLA INC
-$38.2K
0
-100%
减持
PHYS
SPROTT PHYSICAL GOLD TRUST UNIT ISIN #CA85207H1047 SEDOL #BYVW239
-$37.9K
5,400
-26%
清仓
MUB
ISHARES TR
-$37.3K
0
-100%
减持
IVW
ISHARES S&P 500 GROWTH ETF
-$37.2K
6,539
-6%
清仓
FIXD
FIRST TR EXCHNG TRADED FD VI
-$35.8K
0
-100%
减持
ESGE
ISHARES INC ESG AWR MSCI EM
-$34.8K
4,246
-17%
清仓
KLAC
KLA CORP
-$34.5K
0
-100%
清仓
DECK
DECKERS OUTDOOR CORP
-$34.5K
0
-100%
减持
PH
PARKER-HANNIFIN CORP COM
-$34.4K
4,570
-14%
清仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$34.4K
0
-100%
清仓
BR
BROADRIDGE FINL SOLUTIONS IN
-$33.6K
0
-100%
清仓
CROX
CROCS INC
-$33.4K
0
-100%
清仓
URI
UNITED RENTALS INC
-$33.4K
0
-100%
增持
FISV
FISERV INC COM STK USD0.01
+$33.3K
1,975
+156%
增持
NVDA
NVIDIA CORPORATION COM
+$32.5K
1,709
+11%
减持
VRSN
VERISIGN INC
-$32.1K
511
-9%
清仓
AJG
GALLAGHER ARTHUR J &CO
-$29.7K
0
-100%
清仓
ISRG
INTUITIVE SURGICAL INC
-$29.5K
0
-100%
增持
IVE
ISHARES S&P 500 VALUE ETF
+$29.4K
3,167
+2%
清仓
IJR
ISHARES TR
-$28.4K
0
-100%
清仓
ABT
ABBOTT LABS
-$26.9K
0
-100%
清仓
LOW
LOWES COS INC
-$26.6K
0
-100%
增持
FMDE
FIDELITY ENHANCED MID CAP ETF
+$26.3K
28,986
+2%
清仓
UAPR
INNOVATOR ETFS TRUST
-$26.2K
0
-100%
清仓
MCD
MCDONALDS CORP
-$25.5K
0
-100%
减持
NUDM
NUSHARES ETF TR NUVEEN ESG INTL
-$24.9K
5,007
-9%
清仓
IJH
ISHARES TR
-$24.7K
0
-100%
清仓
HYD
VANECK ETF TRUST
-$23.9K
0
-100%
清仓
CMG
CHIPOTLE MEXICAN GRILL INC
-$23.5K
0
-100%
增持
OKE
ONEOK INC COM USD0.01
+$23.4K
1,856
+20%
清仓
AVGO
BROADCOM INC
-$23.1K
0
-100%
清仓
GLD
SPDR GOLD TR
-$21.3K
0
-100%
清仓
—
ISHARES TR
-$20.2K
0
-100%
清仓
—
ROYAL CARIBBEAN GROUP
-$19.4K
0
-100%
减持
NUMV
NUSHARES ETF TR NUVEEN ESG MIDVL
-$19.3K
8,407
-7%
减持
VWO
VANGUARD INTL EQUITY INDEX FDS FTSE EMR MKT ETF
-$19.2K
5,790
-5%
清仓
DE
DEERE &CO
-$18.7K
0
-100%
清仓
VEA
VANGUARD TAX-MANAGED FDS
-$18.1K
0
-100%
清仓
DIS
DISNEY WALT CO
-$18.1K
0
-100%
清仓
IWM
ISHARES TR
-$17.9K
0
-100%
增持
IJT
ISHARES TR S&P SMALL CAP 600 GROWTH ETF
+$17.5K
2,154
+6%
增持
CPRT
COPART INC COM USD0.0001
+$16.9K
2,958
+34%
清仓
NMAX
NEWSMAX INC
-$16.7K
0
-100%
清仓
LUV
SOUTHWEST AIRLS CO
-$16.2K
0
-100%
减持
ABBV
ABBVIE INC COM USD0.01
-$15.6K
944
-6%
减持
FENI
FIDELITY ENHANCED INTERNATIONAL ETF
+$15.4K
19,639
-1%
清仓
QLYS
QUALYS INC
-$15.2K
0
-100%
清仓
COR
CENCORA INC
-$15.0K
0
-100%
增持
CHD
CHURCH &DWIGHT CO INC COM
+$14.5K
1,222
+22%
清仓
MCK
MCKESSON CORP
-$13.9K
0
-100%
清仓
PEP
PEPSICO INC
-$13.7K
0
-100%
清仓
PWR
QUANTA SVCS INC
-$13.7K
0
-100%
清仓
USSG
DBX ETF TR
-$13.5K
0
-100%
减持
DSI
ISHARES TRUST ESG MSCI KLD 400 ETF
-$13.5K
1,220
-10%
清仓
XLV
SELECT SECTOR SPDR TR
-$13.2K
0
-100%
清仓
AZO
AUTOZONE INC
-$12.9K
0
-100%
清仓
MSI
MOTOROLA SOLUTIONS INC
-$12.8K
0
-100%
清仓
DRLL
EA SERIES TRUST
-$11.2K
0
-100%
清仓
IYW
ISHARES TR
-$11.0K
0
-100%
清仓
GE
GE AEROSPACE
-$10.8K
0
-100%
清仓
BKNG
BOOKING HOLDINGS INC
-$10.8K
0
-100%
清仓
—
SPOTIFY TECHNOLOGY S A
-$10.5K
0
-100%
增持
SUSC
ISHARES TR ESG AWRE USD ETF
+$10.4K
19,802
+3%
清仓
VRSK
VERISK ANALYTICS INC
-$9.8K
0
-100%
清仓
PLTR
PALANTIR TECHNOLOGIES INC
-$9.1K
0
-100%
增持
CTAS
CINTAS CORP
-$9.1K
636
+2%
清仓
—
NVENT ELECTRIC PLC
-$8.4K
0
-100%
减持
CRM
SALESFORCE INC COM
+$8.1K
384
-3%
清仓
CDNS
CADENCE DESIGN SYSTEM INC
-$8.1K
0
-100%
清仓
MSCI
MSCI INC
-$7.9K
0
-100%
清仓
DASH
DOORDASH INC
-$7.9K
0
-100%
清仓
ALNY
ALNYLAM PHARMACEUTICALS INC
-$7.8K
0
-100%
清仓
WMT
WALMART INC
-$7.6K
0
-100%
清仓
SHOP
SHOPIFY INC
-$7.4K
0
-100%
清仓
BSX
BOSTON SCIENTIFIC CORP
-$6.8K
0
-100%
清仓
GEV
GE VERNOVA INC
-$6.8K
0
-100%
清仓
ITT
ITT INC
-$6.6K
0
-100%
