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 |
|---|---|---|---|---|---|---|---|
| VRTXVertex Pharmaceuticals Inc | Stock | 1,535 | $68.5 萬 | <0.1% | +1,535 | 新進 | 歷史 |
| First Tr Exchng Traded FD VI33740U307 | FT VEST US EQT | 13,677 | $68.8 萬 | <0.1% | +510+3.9% | 加碼 | – |
| HONHoneywell International Inc | COM | 3,048 | $68.9 萬 | <0.1% | +3,048 | 新進 | 歷史 |
| NEENextera Energy Inc | Stock | 7,564 | $70.3 萬 | <0.1% | +4,779+171.6% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 7,341 | $70.6 萬 | <0.1% | +3,566+94.5% | 加碼 | 歷史 |
| BXBlackstone Inc. | COM | 6,158 | $70.8 萬 | 0.1% | +6,158 | 新進 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 4,924 | $72.0 萬 | 0.1% | +79+1.6% | 加碼 | 歷史 |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 9,157 | $72.4 萬 | 0.1% | +9,157 | 新進 | – |
| Vanguard Utilities ETF92204A876 | ETF | 3,658 | $72.5 萬 | 0.1% | +3,658 | 新進 | – |
| PMPhilip Morris International Inc. | Stock | 4,415 | $73.0 萬 | 0.1% | +2,291+107.9% | 加碼 | 歷史 |
| Putnam ETF Trust746729300 | FOCUSED LAR CAP | 16,226 | $75.3 萬 | 0.1% | +16,226 | 新進 | – |
| First Tr Exchng Traded FD VI33740F433 | FT VEST U.S EQT | 19,116 | $75.4 萬 | 0.1% | +19,116 | 新進 | – |
| PANWPalo Alto Networks Inc | Stock | 4,734 | $75.9 萬 | 0.1% | +4,734 | 新進 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J791 | BULSHS 2026 CB | 38,864 | $75.9 萬 | 0.1% | +4,806+14.1% | 加碼 | – |
| First Tr Exchng Traded FD VI33740U661 | FT VEST US EQT | 18,800 | $76.7 萬 | 0.1% | +18,800 | 新進 | – |
| Capital Group Intl Focus EQT14019W109 | SHS CREAT UNIT | 26,570 | $78.4 萬 | 0.1% | +15,672+143.8% | 加碼 | – |
| NUENucor Corp | COM | 4,661 | $78.8 萬 | 0.1% | +1,245+36.4% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q647 | MUNICIPAL ETF | 16,011 | $80.0 萬 | 0.1% | +2,683+20.1% | 加碼 | – |
| GEVGE Vernova Inc. | Stock | 917 | $80.0 萬 | 0.1% | +917 | 新進 | 歷史 |
| Capital Group GBL Growth EQT14020X104 | SHS CREAT UNIT | 24,012 | $80.1 萬 | 0.1% | +24,012 | 新進 | – |
| First Tr Exchng Traded FD VI33740F748 | FT VEST US EQT | 15,584 | $82.3 萬 | 0.1% | +620+4.1% | 加碼 | – |
| KOCoca Cola Co | Stock | 10,927 | $83.1 萬 | 0.1% | +10,927 | 新進 | 歷史 |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 27,289 | $83.2 萬 | 0.1% | +6,105+28.8% | 加碼 | – |
| CVSCVS Health Corp | Stock | 11,638 | $83.6 萬 | 0.1% | +11,638 | 新進 | 歷史 |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 4,882 | $84.7 萬 | 0.1% | +506+11.6% | 加碼 | 歷史 |
| TAT&T Inc. | Stock | 29,275 | $84.9 萬 | 0.1% | +29,275 | 新進 | 歷史 |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 18,625 | $85.0 萬 | 0.1% | −605−3.1% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F623 | FT VEST US EQT | 16,977 | $85.6 萬 | 0.1% | 00.0% | 不變 | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 22,053 | $85.7 萬 | 0.1% | +22,053 | 新進 | – |
| iShares Russell 2000 ETF464287655 | ETF | 3,488 | $86.5 萬 | 0.1% | +1,096+45.8% | 加碼 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 6,584 | $87.5 萬 | 0.1% | +3,861+141.8% | 加碼 | – |
| ABTAbbott Laboratories | Stock | 8,526 | $87.5 萬 | 0.1% | +5,938+229.4% | 加碼 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 28,879 | $88.6 萬 | 0.1% | +28,879 | 新進 | – |
| Invesco Exch Traded FD Tr II46138E339 | S&P 500 MOMNTM | 7,956 | $89.2 萬 | 0.1% | −9,401−54.2% | 減碼 | – |
| MTBM&T Bank Corp | COM | 4,411 | $91.2 萬 | 0.1% | −78−1.7% | 減碼 | 歷史 |
| Goldman Sachs ETF Tr38149W630 | NASDA 100 ETF | 18,607 | $92.1 萬 | 0.1% | +1,157+6.6% | 加碼 | – |
| MCDMcDonalds Corp | Stock | 2,999 | $93.2 萬 | 0.1% | +2,999 | 新進 | 歷史 |
| Fidelity MSCI Information Technology Index ETF316092808 | ETF | 4,493 | $93.5 萬 | 0.1% | +214+5.0% | 加碼 | – |
| iShares Select Dividend ETF464287168 | ETF | 6,228 | $94.3 萬 | 0.1% | +6,228 | 新進 | – |
| GLGlobe Life Inc. | COM | 6,792 | $94.5 萬 | 0.1% | +6,792 | 新進 | 歷史 |
| First Tr Exch Traded FD III33739N108 | MANAGD MUN ETF | 18,742 | $94.9 萬 | 0.1% | +2,717+17.0% | 加碼 | – |
| iShares Core High Dividend ETF46429B663 | ETF | 7,056 | $95.8 萬 | 0.1% | +3,358+90.8% | 加碼 | – |
| PEPPepsiCo Inc | Stock | 6,226 | $96.7 萬 | 0.1% | +4,040+184.8% | 加碼 | 歷史 |
| INTCIntel Corp | Stock | 21,934 | $96.8 萬 | 0.1% | −1,009−4.4% | 減碼 | 歷史 |
| iShares Tr464287515 | EXPANDED TECH | 12,096 | $96.8 萬 | 0.1% | +12,096 | 新進 | – |
| Capital Grp Fixed Incm ETF T14020Y102 | CORE PLUS INCM | 44,004 | $98.3 萬 | 0.1% | +44,004 | 新進 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 1,409 | $98.3 萬 | 0.1% | +1,409 | 新進 | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 10,176 | $99.6 萬 | 0.1% | +10,176 | 新進 | – |
| iShares Tr464289511 | 10+ YR INVST GRD | 20,319 | $100.8 萬 | 0.1% | −40,359−66.5% | 減碼 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 6,937 | $102.7 萬 | 0.1% | +6,937 | 新進 | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 5,383 | $103.2 萬 | 0.1% | +666+14.1% | 加碼 | – |
| iShares Tr46434V407 | 0-5YR HI YL CP | 24,925 | $105.5 萬 | 0.1% | +24,925 | 新進 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 4,046 | $106.0 萬 | 0.1% | +4,046 | 新進 | – |
| GEGeneral Electric Co | Stock | 3,736 | $106.0 萬 | 0.1% | +3,736 | 新進 | 歷史 |
| WMWaste Management Inc | Stock | 4,620 | $106.2 萬 | 0.1% | +4,620 | 新進 | 歷史 |
| First Tr Exchng Traded FD VI33740F888 | SMIT UNCO BD ETF | 43,652 | $108.1 萬 | 0.1% | +5,680+15.0% | 加碼 | – |
| MPCMarathon Petroleum Corp | Stock | 4,491 | $109.7 萬 | 0.1% | +2,122+89.6% | 加碼 | 歷史 |
| First Tr Exchange Traded FD33738R118 | NASD TECH DIV | 11,925 | $111.7 萬 | 0.1% | −707−5.6% | 減碼 | – |
| MCKMcKesson Corp | Stock | 1,381 | $119.5 萬 | 0.1% | +292+26.8% | 加碼 | 歷史 |
| iShares Tr464288448 | INTL SEL DIV ETF | 28,337 | $120.6 萬 | 0.1% | +28,337 | 新進 | – |
| iShares Tr464288760 | US AER DEF ETF | 5,569 | $121.8 萬 | 0.1% | +5,569 | 新進 | – |
| CRWDCrowdStrike Holdings, Inc. | Stock | 3,128 | $122.1 萬 | 0.1% | +3,128 | 新進 | 歷史 |
| Vanguard Health Care ETF92204A504 | ETF | 4,533 | $123.5 萬 | 0.1% | +4,533 | 新進 | – |
| First Tr Exchng Traded FD VI33740F862 | FT VEST US EQT | 24,223 | $125.4 萬 | 0.1% | +1,192+5.2% | 加碼 | – |
| NWBINorthwest Bancshares, Inc. | COM | 98,902 | $125.5 萬 | 0.1% | +62,124+168.9% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740U208 | FT VEST US EQT | 23,126 | $126.5 萬 | 0.1% | +540+2.4% | 加碼 | – |
| METMetlife Inc | Stock | 18,040 | $127.6 萬 | 0.1% | +14,668+435.0% | 加碼 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 23,786 | $128.6 萬 | 0.1% | +17,883+302.9% | 加碼 | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 3,938 | $133.1 萬 | 0.1% | +2,696+217.1% | 加碼 | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 16,823 | $133.4 萬 | 0.1% | +967+6.1% | 加碼 | – |
| LOWLowes Companies Inc | Stock | 5,690 | $134.4 萬 | 0.1% | +918+19.2% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 49,023 | $137.7 萬 | 0.1% | +32,495+196.6% | 加碼 | 歷史 |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 30,494 | $139.9 萬 | 0.1% | +30,494 | 新進 | – |
| Vanguard Admiral FDS Inc921932885 | MIDCP 400 IDX | 12,574 | $143.7 萬 | 0.1% | +12,574 | 新進 | – |
| Capital Grp Fixed Incm ETF T14020Y300 | US MULTI-SECTOR | 53,038 | $144.4 萬 | 0.1% | +53,038 | 新進 | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 18,908 | $145.8 萬 | 0.1% | +18,908 | 新進 | – |
| First Tr Exchange Traded FD33738R704 | RBA INDL ETF | 13,493 | $149.5 萬 | 0.1% | +2,644+24.4% | 加碼 | – |
| SPDR Series Trust78464A383 | ST STR BACKE ETF | 67,534 | $151.2 萬 | 0.1% | +67,534 | 新進 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 7,889 | $151.4 萬 | 0.1% | +6,672+548.2% | 加碼 | – |
| DISWalt Disney Co | Stock | 15,971 | $153.9 萬 | 0.1% | +10,756+206.3% | 加碼 | 歷史 |
| Capital Group International14021T102 | SHS | 47,190 | $156.2 萬 | 0.1% | +47,190 | 新進 | – |
| Vanguard Energy ETF92204A306 | ETF | 9,136 | $158.1 萬 | 0.1% | +9,136 | 新進 | – |
| CSCOCisco Systems, Inc. | Stock | 20,510 | $159.1 萬 | 0.1% | +5,158+33.6% | 加碼 | 歷史 |
| Invesco S&P 500 Quality ETF46137V241 | ETF | 22,180 | $166.8 萬 | 0.1% | +22,180 | 新進 | – |
| First Tr Exchng Traded FD VI33740F722 | FT VEST US EQT | 29,572 | $167.1 萬 | 0.1% | +672+2.3% | 加碼 | – |
| TXNTexas Instruments Inc | Stock | 8,637 | $167.7 萬 | 0.1% | +8,637 | 新進 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 5,893 | $169.2 萬 | 0.1% | +5,893 | 新進 | – |
| WPCW. P. Carey Inc. | COM | 26,816 | $182.2 萬 | 0.1% | +26,816 | 新進 | 歷史 |
| Capital Grp Fixed Incm ETF T14020Y201 | MUN INM ETF | 67,461 | $183.2 萬 | 0.1% | +43,177+177.8% | 加碼 | – |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 40,211 | $183.4 萬 | 0.1% | +40,211 | 新進 | – |
| BACBank of America Corp | Stock | 38,182 | $186.1 萬 | 0.1% | +29,875+359.6% | 加碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 18,928 | $186.2 萬 | 0.1% | +18,928 | 新進 | 歷史 |
| VanEck Semiconductor ETF92189F676 | ETF | 5,317 | $203.9 萬 | 0.1% | +769+16.9% | 加碼 | – |
| CATCaterpillar Inc | Stock | 2,879 | $204.0 萬 | 0.1% | +1,062+58.4% | 加碼 | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 30,012 | $209.3 萬 | 0.1% | +30,012 | 新進 | – |
| GDGeneral Dynamics Corp | Stock | 6,177 | $212.0 萬 | 0.1% | +6,177 | 新進 | 歷史 |
| AMATApplied Materials Inc | Stock | 6,272 | $214.4 萬 | 0.2% | +6,272 | 新進 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 8,869 | $215.0 萬 | 0.2% | +4,103+86.1% | 加碼 | 歷史 |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 76,320 | $222.3 萬 | 0.2% | +5,532+7.8% | 加碼 | – |
| AMGNAmgen Inc | Stock | 6,387 | $224.7 萬 | 0.2% | +5,393+542.6% | 加碼 | 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。
| 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 |