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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 2 季持倉

持倉截至 2026/6/30，2026/8/14 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。

機構總覽
持股檔數
514
較 2026 年第 1 季 +108
總值
$19.1 億
較 2026 年第 1 季 +$4.98 億 (+35.3%)
申報日
2026/8/14
SEC
Evergreen Wealth Solutions, LLC 在 2026 年第 2 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
EVGOEVgo Inc.CL A COM13,205$2.18 萬<0.1%+13,205新進歷史
RXRXRecursion Pharmaceuticals, Inc.CL A10,000$3.31 萬<0.1%00.0%不變歷史
FSCOFS Credit Opportunities Corp.COMMON STOCK10,202$5.19 萬<0.1%+10,202新進歷史
BDNBrandywine Realty TrustSH BEN INT NEW18,739$5.90 萬<0.1%+6,774+56.6%加碼歷史
CIGEnergy Co of Minas GeraisSP ADR N-V PFD34,209$6.67 萬<0.1%+2,582+8.2%加碼歷史
LYGLloyds Banking Group plcSPONSORED ADR12,821$7.95 萬<0.1%−854−6.2%減碼歷史
PTONPeloton Interactive, Inc.CL A COM16,110$8.96 萬<0.1%+4,836+42.9%加碼歷史
QSQuantumScape CorpCOM CL A18,040$11.1 萬<0.1%+1,828+11.3%加碼歷史
SMRNuscale Power CorpCL A COM15,654$15.4 萬<0.1%+345+2.3%加碼歷史
Aim ETF Products Trust00888H687ALLIANZIM US EQT5,920$20.0 萬<0.1%+5,920新進–
ERICEricsson LM Telephone CoADR B SEK 1019,609$20.1 萬<0.1%−1,475−7.0%減碼歷史
State Street SPDR S&P Biotech ETF78464A870ETF1,288$20.2 萬<0.1%+1,288新進–
FISVFiserv IncStock3,639$20.2 萬<0.1%−506−12.2%減碼歷史
MDLZMondelez International, Inc.Stock3,180$20.2 萬<0.1%+3,180新進歷史
NWGNatWest Group plcSPONS ADR10,504$20.3 萬<0.1%−762−6.8%減碼歷史
Aim ETF Products Trust00888H786ALLIA US FEB ETF5,612$20.3 萬<0.1%+5,612新進–
SJMJ M SMUCKER CoStock1,684$20.3 萬<0.1%+1,684新進歷史
XYLXylem Inc.COM1,700$20.5 萬<0.1%+24+1.4%加碼歷史
iShares Tr46436E825IBONDS 29 TRM TS9,500$20.5 萬<0.1%−117,010−92.5%減碼–
TFCTruist Financial CorpCOM3,901$20.7 萬<0.1%+3,901新進歷史
DALDelta Air Lines, Inc.COM NEW2,267$20.7 萬<0.1%+2,267新進歷史
TELTE Connectivity plcStock971$20.9 萬<0.1%+971新進歷史
CEGConstellation Energy CorpStock750$20.9 萬<0.1%−18−2.3%減碼歷史
Innovator ETFs Trust45782C383US EQTY PWR BUF4,298$20.9 萬<0.1%+4,298新進–
WECWec Energy Group, Inc.Stock1,899$20.9 萬<0.1%+1,899新進歷史
iShares Tr464288406MRGSTR MD CP VAL2,138$21.0 萬<0.1%+2,138新進–
iShares Tr4642874407-10 YR TRSY BD2,256$21.1 萬<0.1%+2,256新進–
PAYXPaychex IncStock1,684$21.1 萬<0.1%+1,684新進歷史
Nushares ETF Tr67092P201NUVEEN ESG LRGCP1,810$21.4 萬<0.1%+1,810新進–
State Street Health Care Select Sector SPDR ETF81369Y209ETF1,274$21.4 萬<0.1%+1,274新進–
J P Morgan Exchange Traded F46641Q753US VALUE FACTR3,581$21.7 萬<0.1%+3,581新進–
BKNGBooking Holdings Inc.Stock1,023$21.8 萬<0.1%+1,023新進歷史
EPDEnterprise Products Partners L.P.Stock5,773$22.0 萬<0.1%+68+1.2%加碼歷史
State Street Real Estate Select Sector SPDR ETF81369Y860ETF4,926$22.2 萬<0.1%+4,926新進–
HSYHershey CoCOM1,208$22.5 萬<0.1%−1−0.1%減碼歷史
Neuberger Berman ETF Trust64135A887SHORT DURATION I4,450$22.6 萬<0.1%+4,450新進–
First Tr Exchng Traded FD VI33740F839FT VEST US EQT4,345$22.7 萬<0.1%−390−8.2%減碼–
HMCHonda Motor Co LtdADR ECH CNV IN 37,309$22.8 萬<0.1%+7,309新進歷史
LHLabcorp Holdings Inc.Stock710$22.9 萬<0.1%+710新進歷史
Aim ETF Products Trust00888H737ALLIA US JUN ETF6,545$22.9 萬<0.1%+6,545新進–
BNYBank of New York Mellon CorpStock1,414$22.9 萬<0.1%+1,414新進歷史
PLDPrologis, Inc.REIT1,663$23.5 萬<0.1%+1,663新進歷史
INGING Groep NVSPONSORED ADR6,637$23.6 萬<0.1%+6,637新進歷史
EDConsolidated Edison IncStock2,181$23.6 萬<0.1%+2,181新進歷史
TYGTortoise Energy Infrastructure CorpCOM5,473$23.8 萬<0.1%+5,473新進歷史
HPEHewlett Packard Enterprise CoCOM4,003$23.9 萬<0.1%+4,003新進歷史
APHAmphenol CorpCL A1,450$24.0 萬<0.1%+1,450新進歷史
Schwab Fundamental International Equity ETF808524755ETF4,338$24.1 萬<0.1%00.0%不變–
VMCVulcan Materials COCOM871$24.2 萬<0.1%+871新進歷史
iShares Tr464288257MSCI ACWI ETF1,490$24.2 萬<0.1%00.0%不變–
Invesco Exchange Traded FD T46137V530NASDAQ INTERNT4,660$24.3 萬<0.1%−2,410−34.1%減碼–
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD3,087$24.3 萬<0.1%−13,736−81.7%減碼–
ACNAccenture plcStock1,375$24.5 萬<0.1%+1,375新進歷史
Tidal Trust III45259A845VIST ARTI IN ETF3,424$24.7 萬<0.1%−6,003−63.7%減碼–
AREAlexandria Real Estate Equities, Inc.COM5,104$24.7 萬<0.1%+5,104新進歷史
VLOValero Energy CorpStock721$24.7 萬<0.1%+721新進歷史
AAMIAcadian Asset Management Inc.COM2,668$24.9 萬<0.1%+2,668新進歷史
ASHAshland Inc.COM3,397$24.9 萬<0.1%+3,397新進歷史
Fidelity MSCI Health Care Index ETF316092600ETF3,066$25.1 萬<0.1%−334−9.8%減碼–
Global X FDS37954Y715RBTCS ARTFL INTE6,670$25.2 萬<0.1%−658−9.0%減碼–
MDTMedtronic plcStock2,823$25.6 萬<0.1%−15−0.5%減碼歷史
iShares Tr46438G653IBONDS DEC 203410,062$25.8 萬<0.1%00.0%不變–
Ssga Active Tr78470P820SPDR SSGA MY202610,325$25.8 萬<0.1%−162,115−94.0%減碼–
iShares Tr464288638ISHS 5-10YR INVT4,945$25.9 萬<0.1%−92,350−94.9%減碼–
DLRDigital Realty Trust, Inc.COM1,318$26.1 萬<0.1%+1,318新進歷史
First Tr Exchng Traded FD VI33740F458FT VEST US EQT6,143$26.1 萬<0.1%00.0%不變–
ETNEaton Corp plcStock585$26.5 萬<0.1%+585新進歷史
Innovator ETFs Trust45783Y343INNOVATOR INTL D8,480$26.6 萬<0.1%+8,480新進–
FIXComfort Systems USA IncCOM154$26.6 萬<0.1%−2−1.3%減碼歷史
SHWSherwin Williams CoCOM737$26.6 萬<0.1%+737新進歷史
SPGIS&P Global Inc.Stock635$26.8 萬<0.1%+60+10.4%加碼歷史
State Street Energy Select Sector SPDR ETF81369Y506ETF4,399$26.9 萬<0.1%+310+7.6%加碼–
Fidelity Covington Trust316092618ENHA HIGH YI ETF5,479$26.9 萬<0.1%+147+2.8%加碼–
Series Portfolios Tr81752T528ELDRIDGE BBB B10,409$27.4 萬<0.1%+10,409新進–
HSTHost Hotels & Resorts, Inc.COM12,043$27.4 萬<0.1%−1,921−13.8%減碼歷史
Vanguard World FD921910733ESG US STK ETF1,991$27.4 萬<0.1%+4+0.2%加碼–
GILDGilead Sciences, Inc.Stock1,989$27.5 萬<0.1%+198+11.1%加碼歷史
ROPRoper Technologies IncStock692$27.5 萬<0.1%−758−52.3%減碼歷史
HLNHaleon plcADR28,145$27.6 萬<0.1%+28,145新進歷史
FASTFastenal CoStock5,376$27.6 萬<0.1%+993+22.7%加碼歷史
Exchange Traded Concepts Tru301505707ROBO GLB ETF3,258$27.7 萬<0.1%00.0%不變–
LINLinde PLCStock589$28.2 萬<0.1%+589新進歷史
First Tr Exchng Traded FD VI33740U869FT VEST INT JUNE10,257$28.3 萬<0.1%+389+3.9%加碼–
iShares Tr464287192US TRSPRTION3,233$28.5 萬<0.1%−866−21.1%減碼–
NGGNational Grid PLCSPONSORED ADR NE3,524$28.6 萬<0.1%+3,524新進歷史
First Tr Exchange-Traded FD336917109SHS5,457$28.8 萬<0.1%+52+1.0%加碼–
iShares S&P 500 Growth ETF464287309ETF2,035$29.0 萬<0.1%+2,035新進–
ORealty Income CorpREIT4,623$29.1 萬<0.1%+343+8.0%加碼歷史
iShares Tr464287622RUS 1000 ETF687$29.3 萬<0.1%+92+15.5%加碼–
TMUST-Mobile US, Inc.Stock1,598$29.3 萬<0.1%+1,598新進歷史
HCAHCA Healthcare, Inc.COM714$29.4 萬<0.1%+234+48.8%加碼歷史
IBITiShares Bitcoin Trust ETFETF8,222$29.5 萬<0.1%+8,222新進歷史
iShares Tr46434V449MSCI INTL MOMENT5,445$29.5 萬<0.1%+5,445新進–
Pgim Rock ETF Tr69420N775US LARGE CAP BU9,559$29.8 萬<0.1%+9,559新進–
Global X FDS37954Y632ARTIFICIAL ETF4,637$30.0 萬<0.1%+4,637新進–
CCEPCoca-Cola Europacific Partners plcSHS2,816$30.3 萬<0.1%+2,816新進歷史
iShares Tips Bond ETF464287176ETF2,834$30.4 萬<0.1%+94+3.4%加碼–
IAUiShares Gold TrustETF3,742$30.6 萬<0.1%+330+9.7%加碼歷史
Pgim Rock ETF Tr69420N742US LARGE CAP BU9,297$30.7 萬<0.1%00.0%不變–
State Street SPDR S&P Aerospace & Defense ETF78464A631ETF1,053$30.7 萬<0.1%−284−21.2%減碼–

選擇權（1 檔）

同一份申報裡的賣權（put）與買權（call）。金額是標的股票的市值，也就是 13F 申報的數字。

Evergreen Wealth Solutions, LLC 在 2026 年第 2 季的選擇權部位
證券類別賣權買權
NVDANVIDIA CorpStock$72.1 萬–

2026 年第 1 季之後清倉（12 檔）

2026 年第 1 季季末還持有、這份申報已經沒有的部位。

Evergreen Wealth Solutions, LLC 在 2026 年第 1 季之後清倉的部位
證券類別2026 年第 1 季股數2026 年第 1 季市值2026 年第 1 季佔組合 %紀錄
Invesco Exchng Trad SLF Inde46139W502INVT GRD DEFSV230,255$566.4 萬0.4%–
SPDR Series Trust78464A383ST STR BACKE ETF67,534$151.2 萬0.1%–
iShares Tr46428951110+ YR INVST GRD20,319$100.8 萬0.1%–
HONHoneywell International IncCOM3,048$68.9 萬<0.1%歷史
Global X FDS37960A529DEFENSE TECH ETF4,847$34.3 萬<0.1%–
Bondbloxx ETF Trust09789C754BBB RATED 1 5 YE5,703$29.2 萬<0.1%–
Vanguard Intl Equity Index F922042866FTSE PACIFIC ETF2,972$29.0 萬<0.1%–
KTOSKratos Defense & Security Solutions, Inc.COM NEW3,345$23.6 萬<0.1%歷史
KRKroger CoStock3,218$23.3 萬<0.1%歷史
DVNDevon Energy CorpStock4,319$21.7 萬<0.1%歷史
Tortoise Capital Series Trus890930803AI INFRA ETF6,212$21.5 萬<0.1%–
AMCAMC Entertainment Holdings, Inc.CL A NEW20,000$1.96 萬<0.1%歷史