Evergreen Advisors, LLC
CHATTANOOGA TN · SEC CIK 0001762294
$4.69亿2026Q2 申报市值
31持仓数
97.6%前十大占比 · 第一大 38.9%
0 / 137新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
VCIT 加仓+$188.82万
SCHV 加仓+$149.42万
VGIT 加仓+$122.55万
VMBS 加仓+$101.17万
SCHB 加仓+$59.01万
2026Q2 卖出最多 按季末市值估算
BRK/B 清仓-$18.98万
AMZN 清仓-$17.04万
WMT 清仓-$16.01万
CVX 清仓-$14.90万
PNFP 清仓-$13.81万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $0 | 0.00% | 0 | -396 | -100.0% | -$18.98万 | 清仓 |
| AMZN | AMAZON COM INC | $0 | 0.00% | 0 | -818 | -100.0% | -$17.04万 | 清仓 |
| WMT | WALMART INC | $0 | 0.00% | 0 | -1,288 | -100.0% | -$16.01万 | 清仓 |
| CVX | CHEVRON CORPORATION | $0 | 0.00% | 0 | -720 | -100.0% | -$14.90万 | 清仓 |
| PNFP | PINNACLE FINL PARTNERS INC | $0 | 0.00% | 0 | -1,604 | -100.0% | -$13.81万 | 清仓 |
| PNC | PNC FINL SVCS GROUP INC | $0 | 0.00% | 0 | -660 | -100.0% | -$13.73万 | 清仓 |
| GE | GE AEROSPACE | $0 | 0.00% | 0 | -476 | -100.0% | -$13.51万 | 清仓 |
| JPM | JPMORGAN CHASE & CO | $0 | 0.00% | 0 | -439 | -100.0% | -$12.91万 | 清仓 |
| LLY | ELI LILLY & CO | $0 | 0.00% | 0 | -128 | -100.0% | -$11.77万 | 清仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | -800 | -100.0% | -$11.70万 | 清仓 |
| IWF | ISHARES TR | $0 | 0.00% | 0 | -1,076 | -100.0% | -$11.47万 | 清仓 |
| ORCL | ORACLE CORP | $0 | 0.00% | 0 | -751 | -100.0% | -$11.05万 | 清仓 |
| VYM | VANGUARD WHITEHALL FDS | $0 | 0.00% | 0 | -692 | -100.0% | -$10.25万 | 清仓 |
| GEV | GE VERNOVA INC | $0 | 0.00% | 0 | -115 | -100.0% | -$10.04万 | 清仓 |
| MHK | MOHAWK INDS INC | $0 | 0.00% | 0 | -1,000 | -100.0% | -$9.85万 | 清仓 |
| UCB | UNITED CMNTY BKS BLAIRSVLE G | $0 | 0.00% | 0 | -2,949 | -100.0% | -$9.28万 | 清仓 |
| JNJ | JOHNSON & JOHNSON | $0 | 0.00% | 0 | -367 | -100.0% | -$8.96万 | 清仓 |
| GOOG | ALPHABET INC | $0 | 0.00% | 0 | -305 | -100.0% | -$8.75万 | 清仓 |
| IVV | ISHARES TR | $0 | 0.00% | 0 | -127 | -100.0% | -$8.30万 | 清仓 |
| C | CITIGROUP INC | $0 | 0.00% | 0 | -712 | -100.0% | -$8.07万 | 清仓 |
| BILL | BILL HOLDINGS INC | $0 | 0.00% | 0 | -2,000 | -100.0% | -$7.66万 | 清仓 |
| UNM | UNUM GROUP | $0 | 0.00% | 0 | -1,000 | -100.0% | -$7.30万 | 清仓 |
| DVY | ISHARES TR | $0 | 0.00% | 0 | -451 | -100.0% | -$6.83万 | 清仓 |
| AMD | ADVANCED MICRO DEVICES INC | $0 | 0.00% | 0 | -331 | -100.0% | -$6.73万 | 清仓 |
| SCHW | SCHWAB CHARLES CORP | $0 | 0.00% | 0 | -599 | -100.0% | -$5.63万 | 清仓 |
| FDX | FEDEX CORP | $0 | 0.00% | 0 | -155 | -100.0% | -$5.52万 | 清仓 |
| COST | COSTCO WHOLESALE CORPORATION | $0 | 0.00% | 0 | -55 | -100.0% | -$5.48万 | 清仓 |
| VOD | VODAFONE GROUP PLC | $0 | 0.00% | 0 | -3,623 | -100.0% | -$5.44万 | 清仓 |
| NSC | NORFOLK SOUTHN CORP | $0 | 0.00% | 0 | -188 | -100.0% | -$5.39万 | 清仓 |
| SDY | SPDR SERIES TRUST | $0 | 0.00% | 0 | -366 | -100.0% | -$5.34万 | 清仓 |
| SCYB | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -2,010 | -100.0% | -$5.23万 | 清仓 |
| AMAT | APPLIED MATLS INC | $0 | 0.00% | 0 | -151 | -100.0% | -$5.16万 | 清仓 |
| GLDM | WORLD GOLD TR | $0 | 0.00% | 0 | -534 | -100.0% | -$4.95万 | 清仓 |
| GS | GOLDMAN SACHS GROUP INC | $0 | 0.00% | 0 | -55 | -100.0% | -$4.65万 | 清仓 |
| PM | PHILIP MORRIS INTL INC | $0 | 0.00% | 0 | -280 | -100.0% | -$4.63万 | 清仓 |
| SCHX | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -1,753 | -100.0% | -$4.50万 | 清仓 |
| V | VISA INC | $0 | 0.00% | 0 | -145 | -100.0% | -$4.38万 | 清仓 |
| MRK | MERCK & CO INC | $0 | 0.00% | 0 | -359 | -100.0% | -$4.32万 | 清仓 |
| SHV | ISHARES TR | $0 | 0.00% | 0 | -390 | -100.0% | -$4.31万 | 清仓 |
| VFH | VANGUARD WORLD FD | $0 | 0.00% | 0 | -347 | -100.0% | -$4.19万 | 清仓 |
| BKNG | BOOKING HOLDINGS INC | $0 | 0.00% | 0 | -225 | -100.0% | -$3.79万 | 清仓 |
| AMGN | AMGEN INC | $0 | 0.00% | 0 | -105 | -100.0% | -$3.69万 | 清仓 |
| PG | PROCTER & GAMBLE CO | $0 | 0.00% | 0 | -253 | -100.0% | -$3.65万 | 清仓 |
| COP | CONOCOPHILLIPS | $0 | 0.00% | 0 | -276 | -100.0% | -$3.64万 | 清仓 |
| ARW | ARROW ELECTRS INC | $0 | 0.00% | 0 | -254 | -100.0% | -$3.64万 | 清仓 |
| TJX | TJX COS INC NEW | $0 | 0.00% | 0 | -225 | -100.0% | -$3.59万 | 清仓 |
| DUK | DUKE ENERGY CORP NEW | $0 | 0.00% | 0 | -272 | -100.0% | -$3.56万 | 清仓 |
| ISRG | INTUITIVE SURGICAL INC | $0 | 0.00% | 0 | -75 | -100.0% | -$3.46万 | 清仓 |
| UNH | UNITEDHEALTH GROUP INC | $0 | 0.00% | 0 | -123 | -100.0% | -$3.33万 | 清仓 |
| AXP | AMERICAN EXPRESS CO | $0 | 0.00% | 0 | -109 | -100.0% | -$3.29万 | 清仓 |
| RTX | RTX CORPORATION | $0 | 0.00% | 0 | -162 | -100.0% | -$3.13万 | 清仓 |
| AFL | AFLAC INC | $0 | 0.00% | 0 | -266 | -100.0% | -$2.92万 | 清仓 |
| SCHM | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -922 | -100.0% | -$2.86万 | 清仓 |
| ING | ING GROEP N.V. | $0 | 0.00% | 0 | -1,062 | -100.0% | -$2.77万 | 清仓 |
| SLB | SLB LIMITED | $0 | 0.00% | 0 | -515 | -100.0% | -$2.65万 | 清仓 |
| GM | GENERAL MTRS CO | $0 | 0.00% | 0 | -355 | -100.0% | -$2.64万 | 清仓 |
| FAST | FASTENAL CO | $0 | 0.00% | 0 | -570 | -100.0% | -$2.64万 | 清仓 |
| PEP | PEPSICO INC | $0 | 0.00% | 0 | -161 | -100.0% | -$2.50万 | 清仓 |
| DG | DOLLAR GEN CORP | $0 | 0.00% | 0 | -209 | -100.0% | -$2.48万 | 清仓 |
| SO | SOUTHERN CO | $0 | 0.00% | 0 | -255 | -100.0% | -$2.47万 | 清仓 |
| IVE | ISHARES TR | $0 | 0.00% | 0 | -115 | -100.0% | -$2.43万 | 清仓 |
| DIS | DISNEY WALT CO | $0 | 0.00% | 0 | -249 | -100.0% | -$2.40万 | 清仓 |
| PGR | PROGRESSIVE CORP | $0 | 0.00% | 0 | -120 | -100.0% | -$2.38万 | 清仓 |
| COF | CAPITAL ONE FINL CORP | $0 | 0.00% | 0 | -129 | -100.0% | -$2.35万 | 清仓 |
| META | META PLATFORMS INC | $0 | 0.00% | 0 | -39 | -100.0% | -$2.23万 | 清仓 |
| SCHG | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -725 | -100.0% | -$2.11万 | 清仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $0 | 0.00% | 0 | -100 | -100.0% | -$2.03万 | 清仓 |
| VZ | VERIZON COMMUNICATIONS INC | $0 | 0.00% | 0 | -381 | -100.0% | -$1.91万 | 清仓 |
| AJG | GALLAGHER ARTHUR J & CO | $0 | 0.00% | 0 | -86 | -100.0% | -$1.86万 | 清仓 |
| BKLC | BNY MELLON ETF TRUST | $0 | 0.00% | 0 | -148 | -100.0% | -$1.85万 | 清仓 |
| FTEC | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | -87 | -100.0% | -$1.81万 | 清仓 |
| SBUX | STARBUCKS CORP | $0 | 0.00% | 0 | -197 | -100.0% | -$1.76万 | 清仓 |
| T | AT&T INC | $0 | 0.00% | 0 | -576 | -100.0% | -$1.67万 | 清仓 |
| LUV | SOUTHWEST AIRLS CO | $0 | 0.00% | 0 | -439 | -100.0% | -$1.65万 | 清仓 |
| KO | COCA COLA CO | $0 | 0.00% | 0 | -216 | -100.0% | -$1.64万 | 清仓 |
| FXR | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -189 | -100.0% | -$1.54万 | 清仓 |
| HAL | HALLIBURTON CO | $0 | 0.00% | 0 | -396 | -100.0% | -$1.54万 | 清仓 |
| FISV | FISERV INC | $0 | 0.00% | 0 | -270 | -100.0% | -$1.51万 | 清仓 |
| FHLC | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | -214 | -100.0% | -$1.50万 | 清仓 |
| VV | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -49 | -100.0% | -$1.47万 | 清仓 |
| EMR | EMERSON ELEC CO | $0 | 0.00% | 0 | -112 | -100.0% | -$1.47万 | 清仓 |
| PSX | PHILLIPS 66 | $0 | 0.00% | 0 | -78 | -100.0% | -$1.42万 | 清仓 |
| XLE | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -202 | -100.0% | -$1.24万 | 清仓 |
| RIOT | RIOT PLATFORMS INC | $0 | 0.00% | 0 | -1,000 | -100.0% | -$1.24万 | 清仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $0 | 0.00% | 0 | -156 | -100.0% | -$1.11万 | 清仓 |
| CCL | CARNIVAL CORP | $0 | 0.00% | 0 | -400 | -100.0% | -$1.04万 | 清仓 |
| FNDX | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -361 | -100.0% | -$1.01万 | 清仓 |
| SPYG | SPDR SERIES TRUST | $0 | 0.00% | 0 | -95 | -100.0% | -$9,297 | 清仓 |
| TSN | TYSON FOODS INC | $0 | 0.00% | 0 | -139 | -100.0% | -$8,919 | 清仓 |
| FNCL | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | -122 | -100.0% | -$8,543 | 清仓 |
| PFE | PFIZER INC | $0 | 0.00% | 0 | -302 | -100.0% | -$8,475 | 清仓 |
| COWZ | PACER FDS TR | $0 | 0.00% | 0 | -135 | -100.0% | -$8,461 | 清仓 |
| MARA | MARA HOLDINGS INC | $0 | 0.00% | 0 | -1,000 | -100.0% | -$8,160 | 清仓 |
| — | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -121 | -100.0% | -$7,355 | 清仓 |
| ARKK | ARK ETF TR | $0 | 0.00% | 0 | -107 | -100.0% | -$7,232 | 清仓 |
| CPRI | CAPRI HOLDINGS LIMITED | $0 | 0.00% | 0 | -400 | -100.0% | -$7,048 | 清仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $0 | 0.00% | 0 | -23 | -100.0% | -$6,733 | 清仓 |
| MCHI | ISHARES TR | $0 | 0.00% | 0 | -107 | -100.0% | -$6,011 | 清仓 |
| USRT | ISHARES TR | $0 | 0.00% | 0 | -100 | -100.0% | -$5,940 | 清仓 |
| FSTA | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | -111 | -100.0% | -$5,789 | 清仓 |