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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
AEPAmerican Electric Power Co IncStock4,159$52.1 萬<0.1%−103−2.4%減碼歷史
Pgim Rock ETF Tr69420N403US LARGE CAP BUF16,300$52.9 萬<0.1%+6,858+72.6%加碼–
RRCRange Resources CorpCOM13,285$53.0 萬<0.1%+13,285新進歷史
Pgim Rock ETF Tr69420N601PGIM US LRG CAP16,330$53.2 萬<0.1%+7,963+95.2%加碼–
Vanguard Mun BD FDS922907746TAX EXEMPT BD10,681$53.3 萬<0.1%+10,681新進–
HWMHowmet Aerospace Inc.Stock1,918$54.2 萬<0.1%+437+29.5%加碼歷史
iShares Tr46435G516ESG AW MSCI EAFE5,035$54.3 萬<0.1%+10+0.2%加碼–
AZNAstraZeneca PLCADR3,468$54.5 萬<0.1%+858+32.9%加碼歷史
UNHUnitedHealth Group IncStock1,367$54.6 萬<0.1%+433+46.4%加碼歷史
WisdomTree Tr97717W406US AI ENHANCED4,013$54.6 萬<0.1%+32+0.8%加碼–
iShares U S ETF Tr46431W606IT RT HDG HGYL6,345$54.9 萬<0.1%+109+1.7%加碼–
ADIAnalog Devices IncStock1,440$54.9 萬<0.1%+458+46.6%加碼歷史
MARMarriott International IncStock1,568$55.3 萬<0.1%−67−4.1%減碼歷史
TJXTJX Companies IncStock3,595$55.3 萬<0.1%+205+6.0%加碼歷史
First Tr Exchange Traded FD33738R704RBA INDL ETF4,530$55.6 萬<0.1%−8,963−66.4%減碼–
State Street SPDR Portfolio S&P 500 ETF78464A854ETF6,087$55.7 萬<0.1%+6,087新進–
iShares Tr464287838U.S. BAS MTL ETF3,019$56.3 萬<0.1%−513−14.5%減碼–
SCHWSchwab Charles CorpStock5,134$56.5 萬<0.1%+1,881+57.8%加碼歷史
Pgim Rock ETF Tr69420N759S&P 500 BUFFER17,945$56.6 萬<0.1%+9,700+117.6%加碼–
MSTRStrategy IncStock5,846$56.8 萬<0.1%+722+14.1%加碼歷史
SBUXStarbucks CorpStock5,254$57.0 萬<0.1%+439+9.1%加碼歷史
XELXcel Energy IncStock7,223$57.0 萬<0.1%+7,223新進歷史
Pgim Rock ETF Tr69420N874PGIM US LARGE CA18,045$57.3 萬<0.1%+18,045新進–
PSXPhillips 66Stock2,468$57.4 萬<0.1%−289−10.5%減碼歷史
PPLPPL CorpCOM16,165$57.7 萬<0.1%+16,165新進歷史
RIORio Tinto PLCADR5,945$58.4 萬<0.1%+1,395+30.7%加碼歷史
FFord Motor CoStock42,281$58.7 萬<0.1%−2,326−5.2%減碼歷史
ABTAbbott LaboratoriesStock5,342$59.4 萬<0.1%−3,184−37.3%減碼歷史
CCitigroup IncStock4,291$59.5 萬<0.1%+744+21.0%加碼歷史
Pgim Rock ETF Tr69420N833PGIM US LARG CA18,674$59.6 萬<0.1%+18,674新進–
Global X FDS37954Y673US INFR DEV ETF10,332$60.2 萬<0.1%+1,301+14.4%加碼–
First Tr Exchng Traded FD VI33740F441FT VEST U.S EQT13,756$60.6 萬<0.1%+691+5.3%加碼–
CMCSAComcast CorpStock23,316$61.0 萬<0.1%+7,978+52.0%加碼歷史
ADPAutomatic Data Processing IncStock2,214$61.2 萬<0.1%+2,214新進歷史
SHOPShopify Inc.Stock3,903$61.9 萬<0.1%+370+10.5%加碼歷史
WATWaters CorpCOM1,510$62.4 萬<0.1%+62+4.3%加碼歷史
ALLAllstate CorpStock2,399$62.5 萬<0.1%+24+1.0%加碼歷史
ORCLOracle CorpStock4,002$62.5 萬<0.1%+1,960+96.0%加碼歷史
Invesco Exch TRD SLF Idx FD46138J791BULSHS 2026 CB32,106$62.8 萬<0.1%−6,758−17.4%減碼–
ETF Ser Solutions26922A289DEFIANCE CONNECT7,161$62.8 萬<0.1%+9+0.1%加碼–
AMTAmerican Tower CorpREIT3,645$63.5 萬<0.1%+3,645新進歷史
WMBWilliams Companies, Inc.COM8,713$63.6 萬<0.1%+8,713新進歷史
QCOMQualcomm IncStock3,866$63.7 萬<0.1%+200+5.5%加碼歷史
AXONAxon Enterprise, Inc.COM1,036$63.8 萬<0.1%−72−6.5%減碼歷史
GSGoldman Sachs Group IncStock614$64.0 萬<0.1%+614新進歷史
Capital Group New Geography14021N105SHS17,630$65.1 萬<0.1%+17,630新進–
WELLWelltower Inc.REIT2,776$65.1 萬<0.1%+279+11.2%加碼歷史
NVONovo Nordisk A SADR14,248$66.6 萬<0.1%+4,321+43.5%加碼歷史
LMTLockheed Martin CorpStock1,114$66.6 萬<0.1%+352+46.2%加碼歷史
First Tr Exchng Traded FD VI33740U828FT VEST INT EQ M23,539$66.6 萬<0.1%+933+4.1%加碼–
State Street Financial Select Sector SPDR ETF81369Y605ETF11,450$66.7 萬<0.1%+451+4.1%加碼–
VRTXVertex Pharmaceuticals IncStock1,294$66.8 萬<0.1%−241−15.7%減碼歷史
MRVLMarvell Technology, Inc.COM3,055$67.9 萬<0.1%−18−0.6%減碼歷史
iShares MSCI USA Min Vol Factor ETF46429B697ETF6,753$68.5 萬<0.1%+1,053+18.5%加碼–
iShares S&P Mid-Cap 400 Growth ETF464287606ETF5,780$68.6 萬<0.1%+1,877+48.1%加碼–
iShares Tr464287556ISHARES BIOTECH3,479$69.2 萬<0.1%−96−2.7%減碼–
GLDSPDR Gold TrustETF1,747$69.7 萬<0.1%+331+23.4%加碼歷史
TTETotalEnergies SEACT8,008$69.7 萬<0.1%+1,167+17.1%加碼歷史
Franklin Templeton ETF Tr35473P868FRANKLIN DYN MUN28,540$70.8 萬<0.1%+2,682+10.4%加碼–
iShares Tr464287119MORNINGSTAR GRWT5,994$71.1 萬<0.1%+3,777+170.4%加碼–
PRUPrudential Financial IncStock5,721$71.4 萬<0.1%−327−5.4%減碼歷史
AMPAmeriprise Financial IncCOM1,253$71.5 萬<0.1%+25+2.0%加碼歷史
Vanguard Utilities ETF92204A876ETF3,768$71.8 萬<0.1%+110+3.0%加碼–
iShares MSCI Eafe ETF464287465ETF6,619$71.9 萬<0.1%+2,557+62.9%加碼–
NSCNorfolk Southern CorpStock2,138$72.2 萬<0.1%+547+34.4%加碼歷史
DUKDuke Energy CORPStock5,803$72.2 萬<0.1%+2,556+78.7%加碼歷史
PWRQuanta Services, Inc.COM1,079$72.6 萬<0.1%+632+141.4%加碼歷史
PEGPublic Service Enterprise Group IncCOM9,648$73.3 萬<0.1%+3,877+67.2%加碼歷史
ISRGIntuitive Surgical IncCOM NEW1,853$74.4 萬<0.1%+419+29.2%加碼歷史
First Tr Exchange-Traded FD33738D796INTER GRADE ETF36,374$74.6 萬<0.1%+36,374新進–
First Tr Exchng Traded FD VI33740F763FT VEST US EQT12,040$75.2 萬<0.1%00.0%不變–
Cambria ETF Tr132061763FIXE INC TRE ETF28,967$75.6 萬<0.1%+28,967新進–
First Tr Exchange-Traded FD33734X846NASDAQ CYB ETF7,412$75.7 萬<0.1%+493+7.1%加碼–
First Tr Exchange Traded FD33738R118NASD TECH DIV6,441$76.0 萬<0.1%−5,484−46.0%減碼–
MSMorgan StanleyStock3,494$76.3 萬<0.1%+969+38.4%加碼歷史
First Tr Exchng Traded FD VI33740U307FT VEST US EQT13,677$77.2 萬<0.1%00.0%不變–
SOSouthern CoStock8,368$77.6 萬<0.1%+2,773+49.6%加碼歷史
NVSNovartis AGADR5,118$77.6 萬<0.1%+1,677+48.7%加碼歷史
Invesco S&P 500 Equal Weight Technology ETF46137V282ETF11,693$77.9 萬<0.1%+8+0.1%加碼–
NFLXNetflix IncStock10,025$78.4 萬<0.1%+2,684+36.6%加碼歷史
CRMSalesforce, Inc.Stock3,896$78.5 萬<0.1%+2,101+117.0%加碼歷史
First Tr Exchng Traded FD VI33740F433FT VEST U.S EQT18,750$78.9 萬<0.1%−366−1.9%減碼–
iShares S&P 500 Value ETF464287408ETF3,436$81.8 萬<0.1%+1,533+80.6%加碼–
SYKStryker CorpStock2,423$82.7 萬<0.1%+449+22.7%加碼歷史
WDAYWorkday, Inc.CL A4,073$84.1 萬<0.1%+4,073新進歷史
Pgim Rock ETF Tr69420N858PGIM US LARG CAP27,136$85.5 萬<0.1%+27,136新進–
iShares Tr464288885EAFE GRWTH ETF6,757$85.9 萬<0.1%+1,016+17.7%加碼–
SPDR Series Trust78464A805ST STR PR SP15009,182$86.7 萬<0.1%+25+0.3%加碼–
KLACKLA CorpCOM NEW4,143$86.7 萬<0.1%−407−8.9%減碼依 10 比 1 拆股換算歷史
STXSeagate Technology Holdings plcORD SHS949$87.4 萬<0.1%+949新進歷史
TAT&T Inc.Stock35,892$88.2 萬<0.1%+6,617+22.6%加碼歷史
State Street SPDR Portfolio Developed World Ex-US ETF78463X889ETF16,933$88.3 萬<0.1%−1,692−9.1%減碼–
Invesco Exchange Traded FD T46137V613RAFI US 1000 ETF15,903$89.8 萬<0.1%+15,903新進–
First Tr Exchng Traded FD VI33740F748FT VEST US EQT15,584$89.9 萬<0.1%00.0%不變–
First Tr Exchng Traded FD VI33740U661FT VEST US EQT20,234$90.3 萬<0.1%+1,434+7.6%加碼–
PLTRPalantir Technologies Inc.Stock5,078$90.9 萬<0.1%+154+3.1%加碼歷史
AXPAmerican Express CoStock2,654$91.2 萬<0.1%+433+19.5%加碼歷史
First Tr Exchng Traded FD VI33740F888SMIT UNCO BD ETF37,420$92.5 萬<0.1%−6,232−14.3%減碼–
DEDeere & CoStock1,521$93.1 萬<0.1%+409+36.8%加碼歷史
RTXRTX CorpStock4,249$93.7 萬<0.1%+1,574+58.8%加碼歷史

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