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 |
|---|---|---|---|---|---|---|---|---|
| FIDU | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | -63 | -100.0% | -$5,467 | 清仓 |
| SPDW | SPDR INDEX SHS FDS | $0 | 0.00% | 0 | -113 | -100.0% | -$5,167 | 清仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $0 | 0.00% | 0 | -150 | -100.0% | -$4,802 | 清仓 |
| CHRD | CHORD ENERGY CORPORATION | $0 | 0.00% | 0 | -30 | -100.0% | -$4,265 | 清仓 |
| CSX | CSX CORP | $0 | 0.00% | 0 | -99 | -100.0% | -$4,078 | 清仓 |
| CORT | CORCEPT THERAPEUTICS INC | $0 | 0.00% | 0 | -100 | -100.0% | -$4,031 | 清仓 |
| GLW | CORNING INC | $0 | 0.00% | 0 | -24 | -100.0% | -$3,315 | 清仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $0 | 0.00% | 0 | -42 | -100.0% | -$2,836 | 清仓 |
| SPHD | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -54 | -100.0% | -$2,680 | 清仓 |
| CBRL | CRACKER BARREL OLD CTRY STOR | $0 | 0.00% | 0 | -93 | -100.0% | -$2,605 | 清仓 |
| BND | VANGUARD BD INDEX FDS | $0 | 0.00% | 0 | -31 | -100.0% | -$2,298 | 清仓 |
| SPIP | SPDR SERIES TRUST | $0 | 0.00% | 0 | -80 | -100.0% | -$2,076 | 清仓 |
| AEP | AMERICAN ELEC PWR CO INC | $0 | 0.00% | 0 | -15 | -100.0% | -$1,966 | 清仓 |
| IJH | ISHARES TR | $0 | 0.00% | 0 | -27 | -100.0% | -$1,823 | 清仓 |
| MCD | MCDONALDS CORP | $0 | 0.00% | 0 | -5 | -100.0% | -$1,554 | 清仓 |
| BTBT | BIT DIGITAL INC | $0 | 0.00% | 0 | -1,000 | -100.0% | -$1,310 | 清仓 |
| RDW | REDWIRE CORPORATION | $0 | 0.00% | 0 | -150 | -100.0% | -$1,275 | 清仓 |
| IPGP | IPG PHOTONICS CORP | $0 | 0.00% | 0 | -11 | -100.0% | -$1,260 | 清仓 |
| WAB | WABTEC | $0 | 0.00% | 0 | -5 | -100.0% | -$1,250 | 清仓 |
| ALL | ALLSTATE CORP | $0 | 0.00% | 0 | -6 | -100.0% | -$1,244 | 清仓 |
| BAH | BOOZ ALLEN HAMILTON HLDG COR | $0 | 0.00% | 0 | -16 | -100.0% | -$1,239 | 清仓 |
| JOBY | JOBY AVIATION INC | $0 | 0.00% | 0 | -136 | -100.0% | -$1,123 | 清仓 |
| CARR | CARRIER GLOBAL CORPORATION | $0 | 0.00% | 0 | -18 | -100.0% | -$1,031 | 清仓 |
| CHTR | CHARTER COMMUNICATIONS INC | $0 | 0.00% | 0 | -4 | -100.0% | -$864 | 清仓 |
| FUNC | FIRST UTD CORP | $0 | 0.00% | 0 | -23 | -100.0% | -$843 | 清仓 |
| — | GRAYSCALE ETHEREUM STAKING E | $0 | 0.00% | 0 | -48 | -100.0% | -$819 | 清仓 |
| F | FORD MTR CO | $0 | 0.00% | 0 | -65 | -100.0% | -$750 | 清仓 |
| OTIS | OTIS WORLDWIDE CORP | $0 | 0.00% | 0 | -9 | -100.0% | -$675 | 清仓 |
| — | WARNER BROS DISCOVERY INC | $0 | 0.00% | 0 | -22 | -100.0% | -$604 | 清仓 |
| RF | REGIONS FINANCIAL CORP NEW | $0 | 0.00% | 0 | -22 | -100.0% | -$575 | 清仓 |
| METC | RAMACO RES INC | $0 | 0.00% | 0 | -30 | -100.0% | -$464 | 清仓 |
| VTRS | VIATRIS INC | $0 | 0.00% | 0 | -32 | -100.0% | -$436 | 清仓 |
| CHWY | CHEWY INC | $0 | 0.00% | 0 | -10 | -100.0% | -$270 | 清仓 |
| BAC | BANK AMERICA CORP | $0 | 0.00% | 0 | -5 | -100.0% | -$261 | 清仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -1 | -100.0% | -$238 | 清仓 |
| VBR | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -1 | -100.0% | -$230 | 清仓 |
| DNUT | KRISPY KREME INC | $0 | 0.00% | 0 | -3 | -100.0% | -$10 | 清仓 |
| VTV | VANGUARD INDEX FDS | $20.24万 | 0.04% | 929 | 724 | 353.2% | $15.77万 | 加仓 |
| MSFT | MICROSOFT CORP | $21.30万 | 0.05% | 571 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $21.89万 | 0.05% | 621 | 1 | 0.2% | $352 | 加仓 |
| CAT | CATERPILLAR INC | $22.41万 | 0.05% | 210 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $24.74万 | 0.05% | 518 | 250 | 93.3% | $11.94万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $25.93万 | 0.06% | 3,010 | 16 | 0.5% | $1,378 | 加仓 |
| IYW | ISHARES TR | $26.18万 | 0.06% | 1,038 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $27.30万 | 0.06% | 901 | 3 | 0.3% | $909 | 加仓 |
| LOW | LOWES COS INC | $31.09万 | 0.07% | 1,410 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $32.30万 | 0.07% | 2,313 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $36.74万 | 0.08% | 1,028 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $48.37万 | 0.10% | 1,150 | 997 | 651.6% | $41.93万 | 加仓 |
| SMBK | SMARTFINANCIAL INC | $55.66万 | 0.12% | 11,862 | 26 | 0.2% | $1,220 | 加仓 |
| NVDA | NVIDIA CORPORATION | $67.41万 | 0.14% | 3,369 | 1,401 | 71.2% | $28.03万 | 加仓 |
| AVGO | BROADCOM INC | $75.89万 | 0.16% | 2,009 | 250 | 14.2% | $9.44万 | 加仓 |
| AGG | ISHARES TR | $80.18万 | 0.17% | 8,101 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX F | $82.72万 | 0.18% | 9,877 | 46 | 0.5% | $3,853 | 加仓 |
| VTI | VANGUARD INDEX FDS | $98.81万 | 0.21% | 2,670 | 7 | 0.3% | $2,590 | 加仓 |
| IWD | ISHARES TR | $100.08万 | 0.21% | 4,128 | 0 | 0.0% | — | 不变 |
| VTEB | VANGUARD MUN BD FDS | $101.41万 | 0.22% | 20,050 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $122.72万 | 0.26% | 4,241 | 1 | 0.0% | $289 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $162.87万 | 0.35% | 6,883 | -12 | -0.2% | -$2,839 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $229.11万 | 0.49% | 65,818 | 42,924 | 187.5% | $149.42万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $338.88万 | 0.72% | 4,538 | -61 | -1.3% | -$4.56万 | 减仓 |
| IJR | ISHARES TR | $2,756.04万 | 5.88% | 185,830 | 3,239 | 1.8% | $48.04万 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $3,344.32万 | 7.14% | 714,446 | 21,612 | 3.1% | $101.17万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $3,546.52万 | 7.57% | 601,308 | 20,778 | 3.6% | $122.55万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $4,972.56万 | 10.61% | 1,568,137 | 17,057 | 1.1% | $54.09万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $5,271.05万 | 11.25% | 637,756 | 22,846 | 3.7% | $188.82万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $6,865.08万 | 14.65% | 2,478,368 | 7,469 | 0.3% | $20.69万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $1.82亿 | 38.94% | 6,300,530 | 20,378 | 0.3% | $59.01万 | 加仓 |