跳到主要內容
Livermore
Livermore
中文EN

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
Vanguard Consumer Staples ETF92204A207ETF1,320$30.8 萬<0.1%+197+17.5%加碼–
AWKAmerican Water Works Company, Inc.Stock2,257$30.8 萬<0.1%+711+46.0%加碼歷史
First Tr Exchng Traded FD VI33740U885FT VEST US EQT6,453$30.8 萬<0.1%+37+0.6%加碼–
iShares Tr46435G425ESG AWR MSCI USA1,812$30.9 萬<0.1%−590−24.6%減碼–
Vanguard Morningstar Large-Cap ETF922908637ETF872$31.3 萬<0.1%+113+14.9%加碼–
OTISOtis Worldwide CorpStock4,286$31.3 萬<0.1%+4,286新進歷史
TMToyota Motor CorpADS1,670$31.5 萬<0.1%+1,670新進歷史
iShares Tr464288448INTL SEL DIV ETF7,120$31.6 萬<0.1%−21,217−74.9%減碼–
ESEversource EnergyStock4,495$32.5 萬<0.1%+4,495新進歷史
JPMorgan Ultra-Short Income ETF46641Q837ETF6,455$32.6 萬<0.1%+594+10.1%加碼–
CMECME Group Inc.COM1,220$32.6 萬<0.1%+474+63.5%加碼歷史
ProShares Tr74348A467S&P 500 DV ARIST5,606$32.8 萬<0.1%−86−1.5%減碼依 2 比 1 拆股換算–
RKLBRocket Lab CorpCOM4,100$32.8 萬<0.1%+4,100新進歷史
State Street SPDR S&P Semiconductor ETF78464A862ETF618$33.1 萬<0.1%−34−5.2%減碼–
State Street SPDR Portfolio S&P 500 High Dividend ETF78468R788ETF6,601$33.3 萬<0.1%+74+1.1%加碼–
ETEnergy Transfer LPCOM UT LTD PTN16,125$33.5 萬<0.1%+648+4.2%加碼歷史
SNDKSandisk CorpCOM220$33.7 萬<0.1%+220新進歷史
FCXFreeport-McMoran IncStock5,043$33.7 萬<0.1%+567+12.7%加碼歷史
First Tr Exchng Traded FD VI33740U695FT VEST U.S EQT7,999$33.8 萬<0.1%00.0%不變–
First Tr Exchng Traded FD VI33740F466FT VEST U.S11,819$34.0 萬<0.1%−282−2.3%減碼–
MSIMotorola Solutions, Inc.Stock732$34.1 萬<0.1%+133+22.2%加碼歷史
VVVValvoline IncCOM10,295$34.8 萬<0.1%+50.0%加碼歷史
ENBEnbridge IncStock6,843$35.1 萬<0.1%+2,654+63.4%加碼歷史
APOApollo Global Management, Inc.COM2,449$35.2 萬<0.1%+2,449新進歷史
ETREntergy CorpCOM3,346$35.8 萬<0.1%+3,346新進歷史
COPConocoPhillipsStock2,880$35.9 萬<0.1%+1,352+88.5%加碼歷史
MOAltria Group, Inc.Stock5,520$35.9 萬<0.1%+256+4.9%加碼歷史
GNRCGenerac Holdings Inc.Stock1,660$36.0 萬<0.1%+26+1.6%加碼歷史
AEISAdvanced Energy Industries IncCOM1,092$36.0 萬<0.1%+41+3.9%加碼歷史
First Tr Exchange-Traded FD33735T109COMMON SHS17,708$36.2 萬<0.1%−31−0.2%減碼–
SPCXSpace Exploration Technologies CorpCLASS A COM STK2,562$36.2 萬<0.1%+2,562新進歷史
WisdomTree Tr97717W315EMER MKT HIGH FD6,623$36.3 萬<0.1%+252+4.0%加碼–
USBUS Bancorp DECOM NEW5,613$36.6 萬<0.1%+856+18.0%加碼歷史
First Tr Exchange-Traded FD33734H106SHS7,228$36.7 萬<0.1%+7,228新進–
Invesco Nasdaq 100 ETF46138G649ETF1,238$37.3 萬<0.1%00.0%不變–
WABWestinghouse Air Brake Technologies CorpStock1,255$37.4 萬<0.1%−91−6.8%減碼歷史
SHELShell plcADR4,166$37.5 萬<0.1%+1,610+63.0%加碼歷史
MMM3M CoStock2,076$37.9 萬<0.1%+2,076新進歷史
ANETArista Networks, Inc.Stock1,864$38.0 萬<0.1%+97+5.5%加碼歷史
Defiance Quantum ETF26922A420ETF2,404$38.0 萬<0.1%+2,404新進–
YUMYum Brands IncStock2,545$38.4 萬<0.1%+309+13.8%加碼歷史
Vanguard Admiral FDS Inc921932828SMLLCP 600 IDX2,772$38.5 萬<0.1%+2,772新進–
SLViShares Silver TrustETF6,643$38.6 萬<0.1%+972+17.1%加碼歷史
PSAPublic StorageCOM1,175$38.6 萬<0.1%+1,175新進歷史
Invesco Exch Traded FD Tr II46138G805TAXABLE MUN BD14,827$39.2 萬<0.1%+14,827新進–
Vanguard Scottsdale FDS92206C649VNG RUS2000VAL2,018$40.4 萬<0.1%+2,018新進–
VRTVertiv Holdings CoCOM CL A1,411$40.5 萬<0.1%−61−4.1%減碼歷史
First Tr Exchng Traded FD VI33740U505FT VEST UQ EQT7,297$40.7 萬<0.1%−37−0.5%減碼–
WisdomTree Tr97717W307US LARGECAP DIVD4,012$40.8 萬<0.1%+23+0.6%加碼–
DDominion Energy, IncStock5,996$41.1 萬<0.1%+5,996新進歷史
HIGHartford Insurance Group, Inc.Stock2,991$41.2 萬<0.1%+21+0.7%加碼歷史
ASMLASML Holding NVADR223$41.2 萬<0.1%−22−9.0%減碼歷史
Tidal Trust II88636J600ROUNDHILL GENER4,509$42.2 萬<0.1%00.0%不變–
LRCXLam Research CorpStock1,272$42.9 萬<0.1%+1,272新進歷史
Schwab U.S. Large-Cap Value ETF808524409ETF12,147$42.9 萬<0.1%−15,142−55.5%減碼–
Invesco Actvely MNGD Etc FD46090F100OPTIMUM YIELD24,210$43.0 萬<0.1%−4,244−14.9%減碼–
WSTWest Pharmaceutical Services IncCOM1,245$43.1 萬<0.1%+1,245新進歷史
iShares Tr464288513IBOXX HI YD ETF5,400$43.1 萬<0.1%+3+0.1%加碼–
iShares Tr46435U135CYBERSECURITY6,329$43.3 萬<0.1%+10.0%加碼–
COFCapital One Financial CorpStock1,934$43.3 萬<0.1%+1,934新進歷史
DELLDell Technologies Inc.Stock876$43.3 萬<0.1%+876新進歷史
FDXFedEx CorpStock1,281$43.5 萬<0.1%+364+39.7%加碼歷史
Capital Grp Fixed Incm ETF T14020Y706INTERNATIONAL BD17,106$43.5 萬<0.1%+17,106新進–
CZNCCitizens & Northern CorpCOM16,897$43.9 萬<0.1%00.0%不變歷史
First Tr Exchng Traded FD VI33740U737FT VEST US EQT9,826$44.0 萬<0.1%+9,826新進–
BMYBristol Myers Squibb CoStock6,821$44.1 萬<0.1%+1,529+28.9%加碼歷史
WFCWells Fargo & CompanyStock5,015$44.2 萬<0.1%+5,015新進歷史
Invesco S&P 500 Quality ETF46137V241ETF5,054$44.2 萬<0.1%−17,126−77.2%減碼–
Dimensional ETF Trust25434V203INTL CORE EQT MK10,278$44.6 萬<0.1%+95+0.9%加碼–
HONHoneywell International IncStock1,922$45.0 萬<0.1%+1,922新進歷史
PNCPNC Financial Services Group, Inc.Stock1,770$45.2 萬<0.1%+1,770新進歷史
TGTTarget CorpStock2,923$45.5 萬<0.1%+258+9.7%加碼歷史
Pgim Rock ETF Tr69420N783US LARGE CAP BU14,659$45.9 萬<0.1%+14,659新進–
iShares Future AI & Tech ETF46435U556ETF5,917$45.9 萬<0.1%+20.0%加碼–
BDXBecton Dickinson & CoStock2,535$46.1 萬<0.1%+2,535新進歷史
Bondbloxx ETF Trust09789C879JP MOR USD 1 ETF10,351$46.2 萬<0.1%+687+7.1%加碼–
HONAHoneywell Aerospace Inc.COM2,737$46.5 萬<0.1%+2,737新進歷史
BTIBritish American Tobacco p.l.c.SPONSORED ADR8,159$46.8 萬<0.1%+2,056+33.7%加碼歷史
CBChubb LtdStock1,359$46.8 萬<0.1%+274+25.3%加碼歷史
Pgim Rock ETF Tr69420N767US LARGE CAP BU14,925$47.2 萬<0.1%+14,925新進–
DTEDte Energy CoCOM3,395$47.4 萬<0.1%−129−3.7%減碼歷史
ULUnilever PLCSPON ADR NEW7,568$47.4 萬<0.1%+7,568新進歷史
Vanguard Scottsdale FDS92206C680VNG RUS1000GRW3,714$48.1 萬<0.1%+3+0.1%加碼–
TMOThermo Fisher Scientific Inc.Stock808$48.1 萬<0.1%+89+12.4%加碼歷史
SRESempraStock5,575$48.2 萬<0.1%+3,433+160.3%加碼歷史
Capital Group Conservative E14020U100SHS14,272$48.2 萬<0.1%+2,459+20.8%加碼–
iShares Tr46435U713US INFRASTRUC7,979$49.0 萬<0.1%+207+2.7%加碼–
PRKPark National CorpCOM2,362$49.0 萬<0.1%00.0%不變歷史
BMOBank of MontrealCOM2,678$49.3 萬<0.1%+18+0.7%加碼歷史
EXCExelon CorpStock10,916$49.8 萬<0.1%−416−3.7%減碼歷史
Invesco Exchange Traded FD T46137V647SEMICONDUCTORS3,297$50.0 萬<0.1%+3,297新進–
Invesco Exch Traded FD Tr II46138E354S&P500 LOW VOL6,586$50.2 萬<0.1%+1,524+30.1%加碼–
BSXBoston Scientific CorpStock9,784$50.6 萬<0.1%+1,352+16.0%加碼歷史
J P Morgan Exchange Traded F46654Q740GLOBAL SEL EQUIT6,782$50.7 萬<0.1%+101+1.5%加碼–
CLColgate Palmolive CoStock5,462$50.8 萬<0.1%+149+2.8%加碼歷史
iShares Tr46435G532MSCI GBL SUS DEV5,580$51.3 萬<0.1%−221−3.8%減碼–
Vanguard Total Bond Market ETF921937835ETF7,088$51.4 萬<0.1%+2,303+48.1%加碼–
MASMasco CorpCOM6,896$51.4 萬<0.1%+1,409+25.7%加碼歷史
Janus Detroit STR Tr47103U753B-BBB CLO ETF10,861$51.5 萬<0.1%+10,861新進–
Pgim Rock ETF Tr69420N205PGIM US LARGE CA ADDED15,767$51.8 萬<0.1%+7,055+81.0%加碼–

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