Evergreen Advisors, LLC
- SEC CIK
- 0001762294
- 最新申報
- 2026/8/4
2026 年第 1 季持倉
持倉截至 2026/3/31，2026/5/5 申報。只含多頭部位，變化是跟 2025 年第 4 季比股數。
- 持股檔數
- 168
- 較 2025 年第 4 季 +144
- 總值
- $4.26 億
- 較 2025 年第 4 季 +$1,575 萬 (+3.8%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Schwab U.S. Broad Market ETF808524102 | ETF | 6,280,152 | $1.58 億 | 37.0% | +112,717+1.8% | 加碼 | – |
| Schwab International Equity ETF808524805 | ETF | 2,470,899 | $6,115 萬 | 14.4% | +20,654+0.8% | 加碼 | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 614,910 | $5,088 萬 | 12.0% | +31,192+5.3% | 加碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 1,551,080 | $4,759 萬 | 11.2% | +33,402+2.2% | 加碼 | – |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 580,530 | $3,457 萬 | 8.1% | +21,012+3.8% | 加碼 | – |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 692,834 | $3,253 萬 | 7.6% | +27,022+4.1% | 加碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 182,591 | $2,270 萬 | 5.3% | +5,054+2.8% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 4,599 | $299.1 萬 | 0.7% | −521−10.2% | 減碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 6,895 | $148.3 萬 | 0.3% | +1,091+18.8% | 加碼 | – |
| AAPLApple Inc. | Stock | 4,240 | $107.6 萬 | 0.3% | −31−0.7% | 減碼 | 歷史 |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 20,050 | $100.0 萬 | 0.2% | +20,050 | 新進 | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 4,128 | $88.2 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 2,663 | $85.4 萬 | 0.2% | −36−1.3% | 減碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 8,101 | $80.4 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 9,831 | $73.8 萬 | 0.2% | +15+0.2% | 加碼 | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 22,894 | $69.8 萬 | 0.2% | +22,894 | 新進 | – |
| AVGOBroadcom Inc. | Stock | 1,759 | $54.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SMBKSmartfinancial Inc. | COM NEW | 11,836 | $46.3 萬 | 0.1% | +24+0.2% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 1,968 | $34.3 萬 | 0.1% | +346+21.3% | 加碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 1,410 | $33.3 萬 | 0.1% | +433+44.3% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 1,028 | $29.6 萬 | 0.1% | +245+31.3% | 加碼 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 898 | $23.5 萬 | 0.1% | +3+0.3% | 加碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 499 | $21.8 萬 | 0.1% | 00.0% | 不變 | – |
| MSFTMicrosoft Corp | Stock | 571 | $21.1 萬 | <0.1% | +49+9.4% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 620 | $20.4 萬 | <0.1% | +620 | 新進 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 396 | $19.0 萬 | <0.1% | +396 | 新進 | 歷史 |
| iShares Tr464287721 | U.S. TECH ETF | 1,038 | $18.8 萬 | <0.1% | 00.0% | 不變 | – |
| AMZNAmazon Com Inc | Stock | 818 | $17.0 萬 | <0.1% | +818 | 新進 | 歷史 |
| WMTWalmart Inc. | Stock | 1,288 | $16.0 萬 | <0.1% | +1,288 | 新進 | 歷史 |
| CVXChevron Corp | Stock | 720 | $14.9 萬 | <0.1% | +720 | 新進 | 歷史 |
| CATCaterpillar Inc | Stock | 210 | $14.9 萬 | <0.1% | +210 | 新進 | 歷史 |
| PNFPPinnacle Financial Partners, Inc. | COM | 1,604 | $13.8 萬 | <0.1% | +1,604 | 新進 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 660 | $13.7 萬 | <0.1% | +660 | 新進 | 歷史 |
| GEGeneral Electric Co | Stock | 476 | $13.5 萬 | <0.1% | +476 | 新進 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 439 | $12.9 萬 | <0.1% | +439 | 新進 | 歷史 |
| LLYEli Lilly & Co | Stock | 128 | $11.8 萬 | <0.1% | +128 | 新進 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 800 | $11.7 萬 | <0.1% | +800 | 新進 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 269 | $11.5 萬 | <0.1% | +269 | 新進 | – |
| ORCLOracle Corp | Stock | 751 | $11.0 萬 | <0.1% | +751 | 新進 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 692 | $10.2 萬 | <0.1% | +692 | 新進 | – |
| INTCIntel Corp | Stock | 2,313 | $10.2 萬 | <0.1% | +2,313 | 新進 | 歷史 |
| GEVGE Vernova Inc. | Stock | 115 | $10.0 萬 | <0.1% | +115 | 新進 | 歷史 |
| MHKMohawk Industries Inc | COM | 1,000 | $9.85 萬 | <0.1% | +1,000 | 新進 | 歷史 |
| UCBUnited Community Banks Inc | COM | 2,949 | $9.28 萬 | <0.1% | +2,949 | 新進 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 268 | $9.06 萬 | <0.1% | +268 | 新進 | 歷史 |
| JNJJohnson & Johnson | Stock | 367 | $8.96 萬 | <0.1% | +367 | 新進 | 歷史 |
| GOOGAlphabet Inc. | Stock | 305 | $8.75 萬 | <0.1% | +305 | 新進 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 127 | $8.30 萬 | <0.1% | +127 | 新進 | – |
| CCitigroup Inc | Stock | 712 | $8.07 萬 | <0.1% | +712 | 新進 | 歷史 |
| BILLBILL Holdings, Inc. | Stock | 2,000 | $7.66 萬 | <0.1% | +2,000 | 新進 | 歷史 |
| UNMUnum Group | Stock | 1,000 | $7.30 萬 | <0.1% | +1,000 | 新進 | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 451 | $6.83 萬 | <0.1% | +451 | 新進 | – |
| AMDAdvanced Micro Devices Inc | Stock | 331 | $6.73 萬 | <0.1% | +331 | 新進 | 歷史 |
| TSLATesla, Inc. | Stock | 153 | $5.69 萬 | <0.1% | +153 | 新進 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 599 | $5.63 萬 | <0.1% | +599 | 新進 | 歷史 |
| FDXFedEx Corp | Stock | 155 | $5.52 萬 | <0.1% | +155 | 新進 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 55 | $5.48 萬 | <0.1% | +55 | 新進 | 歷史 |
| VODVodafone Group Public Ltd Co | ADR | 3,623 | $5.44 萬 | <0.1% | +3,623 | 新進 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 188 | $5.39 萬 | <0.1% | +188 | 新進 | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 366 | $5.34 萬 | <0.1% | +366 | 新進 | – |
| Schwab Strategic Tr808524631 | HIGH YIELD BD ET | 2,010 | $5.23 萬 | <0.1% | −22,000−91.6% | 減碼 | – |
| AMATApplied Materials Inc | Stock | 151 | $5.16 萬 | <0.1% | +151 | 新進 | 歷史 |
| GLDMWorld Gold Trust | SPDR GLD MINIS | 534 | $4.95 萬 | <0.1% | +534 | 新進 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 55 | $4.65 萬 | <0.1% | +55 | 新進 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 280 | $4.63 萬 | <0.1% | +280 | 新進 | 歷史 |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 1,753 | $4.50 萬 | <0.1% | +1,753 | 新進 | – |
| VVisa Inc. | Stock | 145 | $4.38 萬 | <0.1% | +145 | 新進 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 359 | $4.32 萬 | <0.1% | +359 | 新進 | 歷史 |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 390 | $4.31 萬 | <0.1% | +390 | 新進 | – |
| Vanguard Financials ETF92204A405 | ETF | 347 | $4.19 萬 | <0.1% | +347 | 新進 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 205 | $4.01 萬 | <0.1% | +205 | 新進 | – |
| BKNGBooking Holdings Inc. | Stock | 9 | $3.79 萬 | <0.1% | +9 | 新進 | 歷史 |
| AMGNAmgen Inc | Stock | 105 | $3.69 萬 | <0.1% | +105 | 新進 | 歷史 |
| PGProcter & Gamble Co | Stock | 253 | $3.65 萬 | <0.1% | +253 | 新進 | 歷史 |
| COPConocoPhillips | Stock | 276 | $3.64 萬 | <0.1% | +276 | 新進 | 歷史 |
| ARWArrow Electronics, Inc. | COM | 254 | $3.64 萬 | <0.1% | +254 | 新進 | 歷史 |
| TJXTJX Companies Inc | Stock | 225 | $3.59 萬 | <0.1% | +225 | 新進 | 歷史 |
| DUKDuke Energy CORP | Stock | 272 | $3.56 萬 | <0.1% | +272 | 新進 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 75 | $3.46 萬 | <0.1% | +75 | 新進 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 123 | $3.33 萬 | <0.1% | +123 | 新進 | 歷史 |
| AXPAmerican Express Co | Stock | 109 | $3.29 萬 | <0.1% | +109 | 新進 | 歷史 |
| RTXRTX Corp | Stock | 162 | $3.13 萬 | <0.1% | +162 | 新進 | 歷史 |
| AFLAflac Inc | Stock | 266 | $2.92 萬 | <0.1% | +266 | 新進 | 歷史 |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 922 | $2.86 萬 | <0.1% | +922 | 新進 | – |
| INGING Groep NV | SPONSORED ADR | 1,062 | $2.77 萬 | <0.1% | +1,062 | 新進 | 歷史 |
| SLBSLB Limited | Stock | 515 | $2.65 萬 | <0.1% | +515 | 新進 | 歷史 |
| FASTFastenal Co | Stock | 570 | $2.64 萬 | <0.1% | +570 | 新進 | 歷史 |
| GMGeneral Motors Co | COM | 355 | $2.64 萬 | <0.1% | +355 | 新進 | 歷史 |
| PEPPepsiCo Inc | Stock | 161 | $2.50 萬 | <0.1% | +161 | 新進 | 歷史 |
| DGDollar General Corp | COM | 209 | $2.48 萬 | <0.1% | +209 | 新進 | 歷史 |
| SOSouthern Co | Stock | 255 | $2.47 萬 | <0.1% | +255 | 新進 | 歷史 |
| iShares S&P 500 Value ETF464287408 | ETF | 115 | $2.43 萬 | <0.1% | +115 | 新進 | – |
| DISWalt Disney Co | Stock | 249 | $2.40 萬 | <0.1% | +249 | 新進 | 歷史 |
| PGRProgressive Corp | Stock | 120 | $2.38 萬 | <0.1% | +120 | 新進 | 歷史 |
| COFCapital One Financial Corp | Stock | 129 | $2.35 萬 | <0.1% | +129 | 新進 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 39 | $2.23 萬 | <0.1% | +39 | 新進 | 歷史 |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 725 | $2.11 萬 | <0.1% | +725 | 新進 | – |
| ADPAutomatic Data Processing Inc | Stock | 100 | $2.03 萬 | <0.1% | +100 | 新進 | 歷史 |
| VZVerizon Communications Inc | Stock | 381 | $1.91 萬 | <0.1% | +381 | 新進 | 歷史 |
| AJGArthur J. Gallagher & Co. | COM | 86 | $1.86 萬 | <0.1% | +86 | 新進 | 歷史 |