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。
- 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%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Global X FDS37960A529 | DEFENSE TECH ETF | 4,847 | $34.3 萬 | <0.1% | +1,241+34.4% | 加碼 | – |
| VVVValvoline Inc | COM | 10,290 | $34.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TRVTravelers Companies, Inc. | Stock | 1,190 | $34.7 萬 | <0.1% | +1,190 | 新進 | 歷史 |
| MOAltria Group, Inc. | Stock | 5,264 | $34.7 萬 | <0.1% | +5,264 | 新進 | 歷史 |
| YUMYum Brands Inc | Stock | 2,236 | $34.8 萬 | <0.1% | +2,236 | 新進 | 歷史 |
| Capital Group Conservative E14020U100 | SHS | 11,813 | $35.2 萬 | <0.1% | +11,813 | 新進 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 4,785 | $35.2 萬 | <0.1% | +4,785 | 新進 | – |
| TMOThermo Fisher Scientific Inc. | Stock | 719 | $35.3 萬 | <0.1% | +229+46.7% | 加碼 | 歷史 |
| CBChubb Ltd | Stock | 1,085 | $35.4 萬 | <0.1% | +1,085 | 新進 | 歷史 |
| WisdomTree Tr97717W307 | US LARGECAP DIVD | 3,989 | $35.6 萬 | <0.1% | +3,989 | 新進 | – |
| BTIBritish American Tobacco p.l.c. | SPONSORED ADR | 6,103 | $35.7 萬 | <0.1% | +6,103 | 新進 | 歷史 |
| BMOBank of Montreal | COM | 2,660 | $36.0 萬 | <0.1% | +2,660 | 新進 | 歷史 |
| First Tr Exchng Traded FD VI33740U505 | FT VEST UQ EQT | 7,334 | $36.5 萬 | <0.1% | +3,090+72.8% | 加碼 | – |
| NVONovo Nordisk A S | ADR | 9,927 | $36.5 萬 | <0.1% | +1,089+12.3% | 加碼 | 歷史 |
| VRTVertiv Holdings Co | COM CL A | 1,472 | $36.9 萬 | <0.1% | +1,472 | 新進 | 歷史 |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 5,062 | $37.0 萬 | <0.1% | +5,062 | 新進 | – |
| iShares Tr464288158 | SHRT NAT MUN ETF | 3,489 | $37.2 萬 | <0.1% | +932+36.4% | 加碼 | – |
| CZNCCitizens & Northern Corp | COM | 16,897 | $37.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PRKPark National Corp | COM | 2,362 | $38.6 萬 | <0.1% | +44+1.9% | 加碼 | 歷史 |
| SLViShares Silver Trust | ETF | 5,671 | $38.6 萬 | <0.1% | +2,010+54.9% | 加碼 | 歷史 |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 3,903 | $39.3 萬 | <0.1% | +3,903 | 新進 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 4,062 | $39.5 萬 | <0.1% | +4,062 | 新進 | – |
| Tidal Trust III45259A845 | VIST ARTI IN ETF | 9,427 | $39.5 萬 | <0.1% | +9,427 | 新進 | – |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 10,183 | $39.7 萬 | <0.1% | +10,183 | 新進 | – |
| HIGHartford Insurance Group, Inc. | Stock | 2,970 | $40.2 萬 | <0.1% | +371+14.3% | 加碼 | 歷史 |
| iShares S&P 500 Value ETF464287408 | ETF | 1,903 | $40.2 萬 | <0.1% | +1,903 | 新進 | – |
| CCitigroup Inc | Stock | 3,547 | $40.2 萬 | <0.1% | +3,547 | 新進 | 歷史 |
| Vanguard Scottsdale FDS92206C680 | VNG RUS1000GRW | 3,711 | $40.7 萬 | <0.1% | +3,711 | 新進 | – |
| MSMorgan Stanley | Stock | 2,525 | $41.6 萬 | <0.1% | +2,525 | 新進 | 歷史 |
| SHOPShopify Inc. | Stock | 3,533 | $41.9 萬 | <0.1% | +3,533 | 新進 | 歷史 |
| RIORio Tinto PLC | ADR | 4,550 | $42.5 萬 | <0.1% | +4,550 | 新進 | 歷史 |
| Bondbloxx ETF Trust09789C879 | JP MOR USD 1 ETF | 9,664 | $42.5 萬 | <0.1% | +9,664 | 新進 | – |
| DUKDuke Energy CORP | Stock | 3,247 | $42.5 萬 | <0.1% | +3,247 | 新進 | 歷史 |
| iShares Tr464288513 | IBOXX HI YD ETF | 5,397 | $42.9 萬 | <0.1% | +2,806+108.3% | 加碼 | – |
| AMDAdvanced Micro Devices Inc | Stock | 2,119 | $43.1 萬 | <0.1% | +2,119 | 新進 | 歷史 |
| WATWaters Corp | COM | 1,448 | $43.1 萬 | <0.1% | +1,448 | 新進 | 歷史 |
| SBUXStarbucks Corp | Stock | 4,815 | $43.1 萬 | <0.1% | +4,815 | 新進 | 歷史 |
| First Tr Exchange-Traded FD33734X846 | NASDAQ CYB ETF | 6,919 | $43.4 萬 | <0.1% | +6,919 | 新進 | – |
| J P Morgan Exchange Traded F46654Q740 | GLOBAL SEL EQUIT | 6,681 | $43.6 萬 | <0.1% | −555−7.7% | 減碼 | – |
| CMCSAComcast Corp | Stock | 15,338 | $44.0 萬 | <0.1% | +15,338 | 新進 | 歷史 |
| iShares Tr46435U713 | US INFRASTRUC | 7,772 | $44.5 萬 | <0.1% | +2,898+59.5% | 加碼 | – |
| CLColgate Palmolive Co | Stock | 5,313 | $45.3 萬 | <0.1% | +5,313 | 新進 | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 4,277 | $45.4 萬 | <0.1% | +4,277 | 新進 | – |
| NSCNorfolk Southern Corp | Stock | 1,591 | $45.7 萬 | <0.1% | +1,591 | 新進 | 歷史 |
| Global X FDS37954Y673 | US INFR DEV ETF | 9,031 | $45.9 萬 | <0.1% | +9,031 | 新進 | – |
| LMTLockheed Martin Corp | Stock | 762 | $46.1 萬 | <0.1% | +762 | 新進 | 歷史 |
| WisdomTree Tr97717W406 | US AI ENHANCED | 3,981 | $46.1 萬 | <0.1% | +1,242+45.3% | 加碼 | – |
| PEGPublic Service Enterprise Group Inc | COM | 5,771 | $46.7 萬 | <0.1% | +5,771 | 新進 | 歷史 |
| AXONAxon Enterprise, Inc. | COM | 1,108 | $47.1 萬 | <0.1% | +1,108 | 新進 | 歷史 |
| QCOMQualcomm Inc | Stock | 3,666 | $47.2 萬 | <0.1% | +2,101+134.2% | 加碼 | 歷史 |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 5,025 | $48.0 萬 | <0.1% | +5,025 | 新進 | – |
| iShares Tr46435G532 | MSCI GBL SUS DEV | 5,801 | $48.7 萬 | <0.1% | −666−10.3% | 減碼 | – |
| ETF Ser Solutions26922A289 | DEFIANCE CONNECT | 7,152 | $48.8 萬 | <0.1% | +7,152 | 新進 | – |
| ALLAllstate Corp | Stock | 2,375 | $49.2 萬 | <0.1% | +2,375 | 新進 | 歷史 |
| Invesco Actvely MNGD Etc FD46090F100 | OPTIMUM YIELD | 28,454 | $49.3 萬 | <0.1% | −295−1.0% | 減碼 | – |
| WELLWelltower Inc. | REIT | 2,497 | $49.4 萬 | <0.1% | +2,497 | 新進 | 歷史 |
| PSXPhillips 66 | Stock | 2,757 | $50.2 萬 | <0.1% | +851+44.6% | 加碼 | 歷史 |
| ROPRoper Technologies Inc | Stock | 1,450 | $51.3 萬 | <0.1% | −255−15.0% | 減碼 | 歷史 |
| FFord Motor Co | Stock | 44,607 | $51.5 萬 | <0.1% | +7,273+19.5% | 加碼 | 歷史 |
| AZNAstraZeneca PLC | ADR | 2,610 | $51.5 萬 | <0.1% | +2,610 | 新進 | 歷史 |
| DTEDte Energy Co | COM | 3,524 | $51.5 萬 | <0.1% | −556−13.6% | 減碼 | 歷史 |
| RTXRTX Corp | Stock | 2,675 | $51.6 萬 | <0.1% | +667+33.2% | 加碼 | 歷史 |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 3,599 | $52.4 萬 | <0.1% | +1,945+117.6% | 加碼 | – |
| NVSNovartis AG | ADR | 3,441 | $52.6 萬 | <0.1% | +690+25.1% | 加碼 | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 5,700 | $52.9 萬 | <0.1% | +5,700 | 新進 | – |
| Invesco S&P 500 Equal Weight Technology ETF46137V282 | ETF | 11,685 | $52.9 萬 | <0.1% | +11,685 | 新進 | – |
| BSXBoston Scientific Corp | Stock | 8,432 | $52.9 萬 | <0.1% | +8,432 | 新進 | 歷史 |
| iShares U S ETF Tr46431W606 | IT RT HDG HGYL | 6,236 | $53.4 萬 | <0.1% | +6,236 | 新進 | – |
| MARMarriott International Inc | Stock | 1,635 | $53.5 萬 | <0.1% | +926+130.6% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F441 | FT VEST U.S EQT | 13,065 | $53.6 萬 | <0.1% | +13,065 | 新進 | – |
| SOSouthern Co | Stock | 5,595 | $54.0 萬 | <0.1% | +5,595 | 新進 | 歷史 |
| TJXTJX Companies Inc | Stock | 3,390 | $54.1 萬 | <0.1% | +768+29.3% | 加碼 | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 10,999 | $54.3 萬 | <0.1% | +10,999 | 新進 | – |
| AMPAmeriprise Financial Inc | COM | 1,228 | $54.6 萬 | <0.1% | +54+4.6% | 加碼 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 898 | $55.4 萬 | <0.1% | +132+17.2% | 加碼 | 歷史 |
| EXCExelon Corp | Stock | 11,332 | $55.5 萬 | <0.1% | −459−3.9% | 減碼 | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 4,262 | $55.9 萬 | <0.1% | +1,200+39.2% | 加碼 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 1,930 | $56.1 萬 | <0.1% | +64+3.4% | 加碼 | 歷史 |
| iShares MSCI Acwi Ex U.S. ETF464288240 | ETF | 8,363 | $57.3 萬 | <0.1% | +8,363 | 新進 | – |
| PRUPrudential Financial Inc | Stock | 6,048 | $59.1 萬 | <0.1% | +1,337+28.4% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740U828 | FT VEST INT EQ M | 22,606 | $59.2 萬 | <0.1% | +22,606 | 新進 | – |
| UNPUnion Pacific Corp | Stock | 2,450 | $59.4 萬 | <0.1% | +500+25.6% | 加碼 | 歷史 |
| iShares Tr464287556 | ISHARES BIOTECH | 3,575 | $60.4 萬 | <0.1% | +3,575 | 新進 | – |
| GLDSPDR Gold Trust | ETF | 1,416 | $60.9 萬 | <0.1% | +900+174.4% | 加碼 | 歷史 |
| iShares Tr464287838 | U.S. BAS MTL ETF | 3,532 | $62.1 萬 | <0.1% | +3,532 | 新進 | – |
| TTETotalEnergies SE | ACT | 6,841 | $62.2 萬 | <0.1% | +1,571+29.8% | 加碼 | 歷史 |
| DEDeere & Co | Stock | 1,112 | $62.7 萬 | <0.1% | +349+45.7% | 加碼 | 歷史 |
| iShares Tr464288885 | EAFE GRWTH ETF | 5,741 | $63.9 萬 | <0.1% | +5,741 | 新進 | – |
| MSTRStrategy Inc | Stock | 5,124 | $63.9 萬 | <0.1% | −19−0.4% | 減碼 | 歷史 |
| Franklin Templeton ETF Tr35473P868 | FRANKLIN DYN MUN | 25,858 | $64.1 萬 | <0.1% | +2,393+10.2% | 加碼 | – |
| GLWCorning Inc | COM | 4,763 | $64.8 萬 | <0.1% | +308+6.9% | 加碼 | 歷史 |
| SYKStryker Corp | Stock | 1,974 | $64.9 萬 | <0.1% | +377+23.6% | 加碼 | 歷史 |
| Capital Group Dividend Growe14021L109 | SHS ETF | 18,086 | $64.9 萬 | <0.1% | +18,086 | 新進 | – |
| iShares Tr464288877 | EAFE VALUE ETF | 8,804 | $65.5 萬 | <0.1% | +8,804 | 新進 | – |
| ISRGIntuitive Surgical Inc | COM NEW | 1,434 | $66.1 萬 | <0.1% | +1,434 | 新進 | 歷史 |
| KLACKLA Corp | COM NEW | 455 | $67.0 萬 | <0.1% | −94−17.1% | 減碼 | 歷史 |
| AXPAmerican Express Co | Stock | 2,221 | $67.2 萬 | <0.1% | +893+67.2% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F763 | FT VEST US EQT | 12,040 | $67.2 萬 | <0.1% | −611−4.8% | 減碼 | – |
| BABoeing Co | Stock | 3,379 | $67.3 萬 | <0.1% | +3,379 | 新進 | 歷史 |
| Pgim Rock ETF Tr69420N817 | PGIM US LARGE C | 22,993 | $68.2 萬 | <0.1% | +22,993 | 新進 | – |
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。
| 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 I886364231 | FUND GRAN US ETF | 69,423 | $171.9 萬 | 0.2% | – |
| MCHPMicrochip Technology Inc | Stock | 8,206 | $52.3 萬 | 0.1% | 歷史 |
| iShares Ibonds Dec 2029 Term Corporate ETF46436E205 | ETF | 17,244 | $40.4 萬 | 0.1% | – |
| Schwab Strategic Tr808524680 | LONG TERM US | 11,885 | $37.7 萬 | 0.1% | – |
| Harris Oakmark ETF Trust41456U106 | OAKMARK U S LRG | 12,843 | $36.4 萬 | 0.1% | – |
| Amplify ETF Tr032108664 | AMPLIFY CYBERSEC | 4,244 | $34.1 萬 | <0.1% | – |
| HMCHonda Motor Co Ltd | ADR ECH CNV IN 3 | 8,530 | $25.1 萬 | <0.1% | 歷史 |
| FSSLFS Specialty Lending Fund | COM SH BEN INT | 17,144 | $24.2 萬 | <0.1% | 歷史 |
| OLEDUniversal Display Corp | COM | 2,072 | $24.2 萬 | <0.1% | 歷史 |
| ACNAccenture plc | Stock | 824 | $22.1 萬 | <0.1% | 歷史 |
| INGING Groep NV | SPONSORED ADR | 7,370 | $20.6 萬 | <0.1% | 歷史 |
| PNRPENTAIR plc | SHS | 1,946 | $20.3 萬 | <0.1% | 歷史 |