EVERGREEN CAPITAL MANAGEMENT LLC
Bellevue WA · SEC CIK 0001260824
$46.15亿2026Q1 申报市值
1,506持仓数
19.8%前十大占比 · 第一大 4.0%
169 / 94新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
IEMG 加仓+$7,211.89万
PAVE 加仓+$1,827.21万
INTU 加仓+$1,210.75万
SGOV 加仓+$1,012.79万
IGF 加仓+$832.77万
2026Q1 卖出最多 按季末市值估算
JD 重新持有-$4,352.15万
GS 减仓-$4,056.39万
MSFT 减仓-$1,267.20万
COF 减仓-$1,241.76万
LINE 重新持有-$985.42万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| CSCO | CISCO SYS INC | $2,369.52万 | 0.51% | 305,390 | -45,309 | -12.9% | -$351.55万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $2,506.04万 | 0.54% | 57,374 | 557 | 1.0% | $24.33万 | 加仓 |
| VDE | VANGUARD WORLD FD | $2,523.68万 | 0.55% | 145,844 | 3,007 | 2.1% | $52.03万 | 加仓 |
| MLPA | GLOBAL X FDS | $2,561.18万 | 0.55% | 475,437 | -14,188 | -2.9% | -$76.43万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $2,566.13万 | 0.56% | 53,550 | 8,223 | 18.1% | $394.05万 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $2,603.04万 | 0.56% | 346,195 | 5,871 | 1.7% | $44.14万 | 加仓 |
| EMLC | VANECK ETF TRUST | $2,727.48万 | 0.59% | 1,086,213 | 7,896 | 0.7% | $19.83万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $2,787.08万 | 0.60% | 32,945 | -47,949 | -59.3% | -$4,056.39万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $2,803.93万 | 0.61% | 42,996 | 474 | 1.1% | $30.91万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $2,811.35万 | 0.61% | 171,288 | 16,983 | 11.0% | $278.74万 | 加仓 |
| IEFA | ISHARES TR | $2,947.89万 | 0.64% | 325,625 | 23,427 | 7.8% | $212.08万 | 加仓 |
| FDX | FEDEX CORP | $3,008.13万 | 0.65% | 84,057 | -26,641 | -24.1% | -$953.39万 | 减仓 |
| MRK | MERCK & CO INC | $3,177.22万 | 0.69% | 262,297 | 6,205 | 2.4% | $75.16万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $3,187.48万 | 0.69% | 108,359 | 13,814 | 14.6% | $406.35万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $3,316.08万 | 0.72% | 876,343 | -18,063 | -2.0% | -$68.35万 | 减仓 |
| ECHO | ECHOSTAR CORP | $3,383.57万 | 0.73% | 289,021 | -308 | -0.1% | -$3.61万 | 减仓 |
| DMBS | DOUBLELINE ETF TRUST | $3,389.61万 | 0.73% | 686,434 | 8,120 | 1.2% | $40.10万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $3,430.69万 | 0.74% | 660,637 | 3,225 | 0.5% | $16.75万 | 加仓 |
| IXC | ISHARES TR | $3,683.69万 | 0.80% | 639,418 | 14,712 | 2.4% | $84.76万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $3,719.41万 | 0.81% | 745,522 | -96 | -0.0% | -$4,789 | 减仓 |
| VTV | VANGUARD INDEX FDS | $3,877.12万 | 0.84% | 197,610 | 9,541 | 5.1% | $187.19万 | 加仓 |
| OVV | OVINTIV INC | $4,347.10万 | 0.94% | 732,328 | -35 | -0.0% | -$2,078 | 减仓 |
| PAVE | GLOBAL X FDS | $4,455.15万 | 0.97% | 876,826 | 359,617 | 69.5% | $1,827.21万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $4,617.52万 | 1.00% | 913,080 | -8,224 | -0.9% | -$41.59万 | 减仓 |
| MTBA | SIMPLIFY EXCHANGE TRADED FUN | $5,251.90万 | 1.14% | 1,061,848 | -6,451 | -0.6% | -$31.91万 | 减仓 |
| SGOV | ISHARES TR | $6,243.45万 | 1.35% | 620,251 | 100,615 | 19.4% | $1,012.79万 | 加仓 |
| AMZN | AMAZON COM INC | $6,435.11万 | 1.39% | 308,979 | 11,299 | 3.8% | $235.32万 | 加仓 |
| GOOG | ALPHABET INC | $6,473.26万 | 1.40% | 225,659 | -26,977 | -10.7% | -$773.86万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $6,738.46万 | 1.46% | 759,691 | 50,918 | 7.2% | $451.64万 | 加仓 |
| SHY | ISHARES TR | $6,798.22万 | 1.47% | 823,328 | 86,934 | 11.8% | $717.81万 | 加仓 |
| GOOGL | ALPHABET INC | $7,536.87万 | 1.63% | 262,097 | -4,794 | -1.8% | -$137.86万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $7,797.51万 | 1.69% | 447,079 | 25,129 | 6.0% | $438.27万 | 加仓 |
| MSFT | MICROSOFT CORP | $8,448.18万 | 1.83% | 228,225 | -34,233 | -13.0% | -$1,267.20万 | 减仓 |
| IEI | ISHARES TR | $8,863.09万 | 1.92% | 747,310 | -1,591 | -0.2% | -$18.87万 | 减仓 |
| PCAR | PACCAR INC | $9,166.09万 | 1.99% | 793,601 | -15 | -0.0% | -$1,733 | 减仓 |
| AAPL | APPLE INC | $1.11亿 | 2.40% | 436,694 | -10,946 | -2.4% | -$277.80万 | 减仓 |
| IEMG | ISHARES INC | $1.84亿 | 3.99% | 2,642,855 | 1,033,963 | 64.3% | $7,211.89万 | 加仓 |