Evergreen Wealth Solutions, LLC
- SEC CIK
- 0001904432
- 最新申報
- 2026/8/14
2025 年第 3 季持倉
持倉截至 2025/9/30，2025/11/14 申報。只含多頭部位，變化是跟 2025 年第 2 季比股數。
- 持股檔數
- 130
- 較 2025 年第 2 季 +13
- 總值
- $1.77 億
- 較 2025 年第 2 季 +$1,129 萬 (+6.8%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Capital Group Core Equity Et14020V108 | SHS CREAT UNIT | 28,800 | $113.9 萬 | 0.6% | −175−0.6% | 減碼 | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 8,336 | $118.7 萬 | 0.7% | +341+4.3% | 加碼 | – |
| MAMastercard Inc | Stock | 2,139 | $121.7 萬 | 0.7% | −419−16.4% | 減碼 | 歷史 |
| iShares Ibonds Dec 2025 Term Corporate ETF46434VBD1 | ETF | 49,255 | $124.1 萬 | 0.7% | −348−0.7% | 減碼 | – |
| VZVerizon Communications Inc | Stock | 30,347 | $133.4 萬 | 0.8% | −878−2.8% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 3,035 | $152.6 萬 | 0.9% | −67−2.2% | 減碼 | 歷史 |
| Capital Group Dividend Value14020W106 | SHS CREAT UNIT | 38,186 | $160.5 萬 | 0.9% | −392−1.0% | 減碼 | – |
| JPMJPMorgan Chase & Co | Stock | 5,130 | $161.8 萬 | 0.9% | −31−0.6% | 減碼 | 歷史 |
| Capital Group Growth ETF14020G101 | SHS CREAT UNIT | 38,535 | $169.2 萬 | 1.0% | −602−1.5% | 減碼 | – |
| MSTRStrategy Inc | Stock | 5,443 | $175.4 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| J P Morgan Exchange Traded F46641Q159 | INCOME ETF | 38,890 | $180.5 萬 | 1.0% | +8,431+27.7% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 8,318 | $182.6 萬 | 1.0% | +91+1.1% | 加碼 | 歷史 |
| iShares Ibonds Dec 2032 Term Corporate ETF46436E312 | ETF | 76,557 | $196.1 萬 | 1.1% | +724+1.0% | 加碼 | – |
| iShares Ibonds Dec 2030 Term Corporate ETF46436E726 | ETF | 88,666 | $196.4 萬 | 1.1% | +729+0.8% | 加碼 | – |
| iShares Ibonds Dec 2028 Term Corporate ETF46435U515 | ETF | 77,097 | $196.8 萬 | 1.1% | +424+0.6% | 加碼 | – |
| iShares Ibonds Dec 2026 Term Corporate ETF46435GAA0 | ETF | 81,421 | $197.9 萬 | 1.1% | +335+0.4% | 加碼 | – |
| Capital Group Global Equity14020R107 | SHS | 71,355 | $219.7 萬 | 1.2% | +27,798+63.8% | 加碼 | – |
| Capital Grp Fixed Incm ETF T14020Y508 | CORE BOND ETF | 83,871 | $222.9 萬 | 1.3% | +10,846+14.9% | 加碼 | – |
| Victory Portfolios II92647N535 | SHORT TRM BD ETF | 44,861 | $228.7 萬 | 1.3% | +4,915+12.3% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 11,035 | $268.3 萬 | 1.5% | −914−7.6% | 減碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 4,174 | $279.4 萬 | 1.6% | +331+8.6% | 加碼 | – |
| CIENCiena Corp | COM NEW | 24,189 | $352.4 萬 | 2.0% | 00.0% | 不變 | 歷史 |
| MSFTMicrosoft Corp | Stock | 6,912 | $358.0 萬 | 2.0% | +87+1.3% | 加碼 | 歷史 |
| Janus Detroit STR Tr47103U845 | HENDRSON AAA CL | 71,139 | $361.2 萬 | 2.0% | −10,962−13.4% | 減碼 | – |
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 71,835 | $366.6 萬 | 2.1% | −8,433−10.5% | 減碼 | – |
| AAPLApple Inc. | Stock | 18,828 | $479.4 萬 | 2.7% | −4,991−21.0% | 減碼 | 歷史 |
| Abrdn ETFs003261104 | BBRG ALL COMD K1 | 276,992 | $596.6 萬 | 3.4% | +3,503+1.3% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 49,829 | $929.7 萬 | 5.2% | +627+1.3% | 加碼 | 歷史 |
| JPMorgan Nasdaq Equity Premium Income ETF46654Q203 | ETF | 222,590 | $1,280 萬 | 7.2% | +1,224+0.6% | 加碼 | – |
| Goldman Sachs ETF Tr381430503 | ACTIVEBETA US LG | 372,218 | $4,849 萬 | 27.3% | −4,396−1.2% | 減碼 | – |
2025 年第 2 季之後清倉（2 檔）
2025 年第 2 季季末還持有、這份申報已經沒有的部位。