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Livermore
Livermore
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Evergreen Wealth Solutions, LLC

SEC CIK
0001904432
最新申報
2026/8/14

2026 年第 1 季持倉

持倉截至 2026/3/31，2026/5/15 申報。只含多頭部位，變化是跟 2025 年第 4 季比股數。

機構總覽
持股檔數
406
較 2025 年第 4 季 +188
總值
$14.1 億
較 2025 年第 4 季 +$6.97 億 (+97.2%)
申報日
2026/5/15
SEC
Evergreen Wealth Solutions, LLC 在 2026 年第 1 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
AMCAMC Entertainment Holdings, Inc.CL A NEW20,000$1.96 萬<0.1%+20,000新進歷史
RXRXRecursion Pharmaceuticals, Inc.CL A10,000$3.07 萬<0.1%+10,000新進歷史
BDNBrandywine Realty TrustSH BEN INT NEW11,965$3.24 萬<0.1%−2,514−17.4%減碼歷史
PTONPeloton Interactive, Inc.CL A COM11,274$4.84 萬<0.1%+11,274新進歷史
LYGLloyds Banking Group plcSPONSORED ADR13,675$6.88 萬<0.1%−1,056−7.2%減碼歷史
CIGEnergy Co of Minas GeraisSP ADR N-V PFD31,627$7.56 萬<0.1%+1,451+4.8%加碼歷史
QSQuantumScape CorpCOM CL A16,212$10.3 萬<0.1%−28−0.2%減碼歷史
SMRNuscale Power CorpCL A COM15,309$16.6 萬<0.1%00.0%不變歷史
NWGNatWest Group plcSPONS ADR11,266$16.8 萬<0.1%−1,247−10.0%減碼歷史
XYLXylem Inc.COM1,676$20.0 萬<0.1%+1,676新進歷史
COPConocoPhillipsStock1,528$20.2 萬<0.1%+1,528新進歷史
FASTFastenal CoStock4,383$20.3 萬<0.1%+4,383新進歷史
iShares Tr464288257MSCI ACWI ETF1,490$20.6 萬<0.1%00.0%不變–
SRESempraStock2,142$20.8 萬<0.1%+2,142新進歷史
AWKAmerican Water Works Company, Inc.Stock1,546$21.0 萬<0.1%+1,546新進歷史
iShares Tr464287119MORNINGSTAR GRWT2,217$21.2 萬<0.1%00.0%不變–
Schwab Fundamental International Equity ETF808524755ETF4,338$21.2 萬<0.1%+4,338新進–
iShares Tr464287622RUS 1000 ETF595$21.2 萬<0.1%+595新進–
State Street SPDR S&P Semiconductor ETF78464A862ETF652$21.3 萬<0.1%+652新進–
CEGConstellation Energy CorpStock768$21.5 萬<0.1%+768新進歷史
Tortoise Capital Series Trus890930803AI INFRA ETF6,212$21.5 萬<0.1%+6,212新進–
FIXComfort Systems USA IncCOM156$21.5 萬<0.1%+156新進歷史
EPDEnterprise Products Partners L.P.Stock5,705$21.6 萬<0.1%+5,705新進歷史
ANETArista Networks, Inc.Stock1,767$21.7 萬<0.1%+1,767新進歷史
DVNDevon Energy CorpStock4,319$21.7 萬<0.1%+4,319新進歷史
CMECME Group Inc.COM746$22.0 萬<0.1%+746新進歷史
Exchange Traded Concepts Tru301505707ROBO GLB ETF3,258$22.3 萬<0.1%+3,258新進–
Vanguard World FD921910733ESG US STK ETF1,987$22.3 萬<0.1%+1,987新進–
ENBEnbridge IncStock4,189$22.7 萬<0.1%+4,189新進歷史
First Tr Exchng Traded FD VI33740F839FT VEST US EQT4,735$22.7 萬<0.1%+4,735新進–
Vanguard Morningstar Large-Cap ETF922908637ETF759$22.7 萬<0.1%+759新進–
HCAHCA Healthcare, Inc.COM480$22.7 萬<0.1%+480新進歷史
FISVFiserv IncStock4,145$23.1 萬<0.1%+4,145新進歷史
KRKroger CoStock3,218$23.3 萬<0.1%+3,218新進歷史
KTOSKratos Defense & Security Solutions, Inc.COM NEW3,345$23.6 萬<0.1%+18+0.5%加碼歷史
ERICEricsson LM Telephone CoADR B SEK 1021,084$23.8 萬<0.1%−2,218−9.5%減碼歷史
SHELShell plcADR2,556$23.8 萬<0.1%+2,556新進歷史
Pgim Rock ETF Tr69420N759S&P 500 BUFFER8,245$23.9 萬<0.1%+8,245新進–
Fidelity MSCI Health Care Index ETF316092600ETF3,400$23.9 萬<0.1%+3,400新進–
Global X FDS37954Y715RBTCS ARTFL INTE7,328$24.3 萬<0.1%+7,328新進–
SPGIS&P Global Inc.Stock575$24.5 萬<0.1%+575新進歷史
PWRQuanta Services, Inc.COM447$24.5 萬<0.1%−479−51.7%減碼歷史
MDTMedtronic plcStock2,838$24.6 萬<0.1%+2,838新進歷史
USBUS Bancorp DECOM NEW4,757$24.7 萬<0.1%+540+12.8%加碼歷史
First Tr Exchng Traded FD VI33740F458FT VEST US EQT6,143$24.9 萬<0.1%+6,143新進–
GILDGilead Sciences, Inc.Stock1,791$25.0 萬<0.1%−294−14.1%減碼歷史
State Street Energy Select Sector SPDR ETF81369Y506ETF4,089$25.1 萬<0.1%+4,089新進–
HSYHershey CoCOM1,209$25.1 萬<0.1%+1,209新進歷史
Vanguard Consumer Staples ETF92204A207ETF1,123$25.2 萬<0.1%+1,123新進–
UNHUnitedHealth Group IncStock934$25.3 萬<0.1%+195+26.4%加碼歷史
Pgim Rock ETF Tr69420N601PGIM US LRG CAP8,367$25.4 萬<0.1%+8,367新進–
First Tr Exchng Traded FD VI33740U869FT VEST INT JUNE9,868$25.4 萬<0.1%+9,868新進–
Fidelity Covington Trust316092618ENHA HIGH YI ETF5,332$25.9 萬<0.1%+5,332新進–
MSIMotorola Solutions, Inc.Stock599$26.0 萬<0.1%+599新進歷史
ORealty Income CorpREIT4,280$26.2 萬<0.1%+4,280新進歷史
iShares Tr46438G653IBONDS DEC 203410,062$26.2 萬<0.1%+10,062新進–
FCXFreeport-McMoran IncStock4,476$26.3 萬<0.1%+4,476新進歷史
Pgim Rock ETF Tr69420N205PGIM US LARGE CA ADDED8,712$26.5 萬<0.1%+8,712新進–
HSTHost Hotels & Resorts, Inc.COM13,964$26.8 萬<0.1%+3,598+34.7%加碼歷史
MUMicron Technology IncStock803$27.1 萬<0.1%+803新進歷史
First Tr Exchange-Traded FD336917109SHS5,405$27.5 萬<0.1%+5,405新進–
iShares Future AI & Tech ETF46435U556ETF5,915$27.5 萬<0.1%+5,915新進–
Pgim Rock ETF Tr69420N742US LARGE CAP BU9,297$27.5 萬<0.1%+9,297新進–
Capital Group Equity ETF Tr14022A102US SM MI CA ETF9,401$27.6 萬<0.1%+9,401新進–
iShares Tr46435U135CYBERSECURITY6,328$27.6 萬<0.1%+6,328新進–
Tidal Trust II88636J600ROUNDHILL GENER4,509$27.9 萬<0.1%−12,318−73.2%減碼–
Pgim Rock ETF Tr69420N403US LARGE CAP BUF9,442$28.4 萬<0.1%+9,442新進–
First Tr Exchng Traded FD VI33740U885FT VEST US EQT6,416$28.8 萬<0.1%00.0%不變–
Vanguard Intl Equity Index F922042866FTSE PACIFIC ETF2,972$29.0 萬<0.1%+2,972新進–
Bondbloxx ETF Trust09789C754BBB RATED 1 5 YE5,703$29.2 萬<0.1%−51−0.9%減碼–
Invesco Nasdaq 100 ETF46138G649ETF1,238$29.4 萬<0.1%+412+49.9%加碼–
JPMorgan Ultra-Short Income ETF46641Q837ETF5,861$29.7 萬<0.1%+111+1.9%加碼–
State Street SPDR Portfolio S&P 500 High Dividend ETF78468R788ETF6,527$29.7 萬<0.1%+6,527新進–
ETEnergy Transfer LPCOM UT LTD PTN15,477$29.9 萬<0.1%+15,477新進歷史
ORCLOracle CorpStock2,042$30.0 萬<0.1%+485+31.1%加碼歷史
IAUiShares Gold TrustETF3,412$30.1 萬<0.1%+913+36.5%加碼歷史
ProShares Tr74348A467S&P 500 DV ARIST2,846$30.2 萬<0.1%+640+29.0%加碼–
iShares Tips Bond ETF464287176ETF2,740$30.2 萬<0.1%+2,740新進–
MRVLMarvell Technology, Inc.COM3,073$30.4 萬<0.1%+3,073新進歷史
SCHWSchwab Charles CorpStock3,253$30.6 萬<0.1%+545+20.1%加碼歷史
iShares Tr464287192US TRSPRTION4,099$30.6 萬<0.1%+4,099新進–
First Tr Exchng Traded FD VI33740U695FT VEST U.S EQT7,999$30.9 萬<0.1%+7,999新進–
ADIAnalog Devices IncStock982$31.2 萬<0.1%+982新進歷史
First Tr Exchange-Traded FD33735T109COMMON SHS17,739$31.6 萬<0.1%−30,845−63.5%減碼–
Invesco Exchange Traded FD T46137V530NASDAQ INTERNT7,070$31.6 萬<0.1%+7,070新進–
WisdomTree Tr97717W315EMER MKT HIGH FD6,371$31.7 萬<0.1%−291−4.4%減碼–
First Tr Exchng Traded FD VI33740F466FT VEST U.S12,101$31.8 萬<0.1%+12,101新進–
GNRCGenerac Holdings Inc.Stock1,634$31.9 萬<0.1%+1,634新進歷史
BMYBristol Myers Squibb CoStock5,292$32.1 萬<0.1%+5,292新進歷史
TGTTarget CorpStock2,665$32.3 萬<0.1%+184+7.4%加碼歷史
ASMLASML Holding NVADR245$32.4 萬<0.1%−21−7.9%減碼歷史
FDXFedEx CorpStock917$32.7 萬<0.1%+917新進歷史
MASMasco CorpCOM5,487$33.1 萬<0.1%−204−3.6%減碼歷史
CRMSalesforce, Inc.Stock1,795$33.5 萬<0.1%+1,795新進歷史
iShares Tr464287150CORE S&P TTL STK2,358$33.6 萬<0.1%+2,358新進–
WABWestinghouse Air Brake Technologies CorpStock1,346$33.6 萬<0.1%00.0%不變歷史
AEISAdvanced Energy Industries IncCOM1,051$33.9 萬<0.1%+1,051新進歷史
State Street SPDR S&P Aerospace & Defense ETF78464A631ETF1,337$34.0 萬<0.1%+1,337新進–
iShares Tr46435G425ESG AWR MSCI USA2,402$34.0 萬<0.1%+2,402新進–
HWMHowmet Aerospace Inc.Stock1,481$34.1 萬<0.1%+1,481新進歷史

2025 年第 4 季之後清倉（12 檔）

2025 年第 4 季季末還持有、這份申報已經沒有的部位。

Evergreen Wealth Solutions, LLC 在 2025 年第 4 季之後清倉的部位
證券類別2025 年第 4 季股數2025 年第 4 季市值2025 年第 4 季佔組合 %紀錄
Tidal Trust I886364231FUND GRAN US ETF69,423$171.9 萬0.2%–
MCHPMicrochip Technology IncStock8,206$52.3 萬0.1%歷史
iShares Ibonds Dec 2029 Term Corporate ETF46436E205ETF17,244$40.4 萬0.1%–
Schwab Strategic Tr808524680LONG TERM US11,885$37.7 萬0.1%–
Harris Oakmark ETF Trust41456U106OAKMARK U S LRG12,843$36.4 萬0.1%–
Amplify ETF Tr032108664AMPLIFY CYBERSEC4,244$34.1 萬<0.1%–
HMCHonda Motor Co LtdADR ECH CNV IN 38,530$25.1 萬<0.1%歷史
FSSLFS Specialty Lending FundCOM SH BEN INT17,144$24.2 萬<0.1%歷史
OLEDUniversal Display CorpCOM2,072$24.2 萬<0.1%歷史
ACNAccenture plcStock824$22.1 萬<0.1%歷史
INGING Groep NVSPONSORED ADR7,370$20.6 萬<0.1%歷史
PNRPENTAIR plcSHS1,946$20.3 萬<0.1%歷史