Evergreen Advisors, LLC
CHATTANOOGA TN · SEC CIK 0001762294
$4.26亿2026Q1 申报市值
168持仓数
96.9%前十大占比 · 第一大 37.0%
144 / 0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
SCHB 加仓+$282.92万
VCIT 加仓+$258.11万
VMBS 加仓+$126.87万
VGIT 加仓+$125.13万
SCHD 加仓+$102.48万
2026Q1 卖出最多 按季末市值估算
SCYB 减仓-$57.20万
SPY 减仓-$33.88万
VTI 减仓-$1.15万
AAPL 减仓-$7,868
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 |
|---|---|---|---|---|---|---|---|---|
| DNUT | KRISPY KREME INC | $10 | 0.00% | 3 | 3 | — | $10 | 新建仓 |
| VBR | VANGUARD INDEX FDS | $230 | 0.00% | 1 | 1 | — | $230 | 新建仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $238 | 0.00% | 1 | 1 | — | $238 | 新建仓 |
| BAC | BANK AMERICA CORP | $261 | 0.00% | 5 | 5 | — | $261 | 新建仓 |
| CHWY | CHEWY INC | $270 | 0.00% | 10 | 10 | — | $270 | 新建仓 |
| VTRS | VIATRIS INC | $436 | 0.00% | 32 | 32 | — | $436 | 新建仓 |
| METC | RAMACO RES INC | $464 | 0.00% | 30 | 30 | — | $464 | 新建仓 |
| RF | REGIONS FINANCIAL CORP NEW | $575 | 0.00% | 22 | 22 | — | $575 | 新建仓 |
| — | WARNER BROS DISCOVERY INC | $604 | 0.00% | 22 | 22 | — | $604 | 新建仓 |
| OTIS | OTIS WORLDWIDE CORP | $675 | 0.00% | 9 | 9 | — | $675 | 新建仓 |
| F | FORD MTR CO | $750 | 0.00% | 65 | 65 | — | $750 | 新建仓 |
| — | GRAYSCALE ETHEREUM STAKING E | $819 | 0.00% | 48 | 48 | — | $819 | 新建仓 |
| FUNC | FIRST UTD CORP | $843 | 0.00% | 23 | 23 | — | $843 | 新建仓 |
| CHTR | CHARTER COMMUNICATIONS INC | $864 | 0.00% | 4 | 4 | — | $864 | 新建仓 |
| CARR | CARRIER GLOBAL CORPORATION | $1,031 | 0.00% | 18 | 18 | — | $1,031 | 新建仓 |
| JOBY | JOBY AVIATION INC | $1,123 | 0.00% | 136 | 136 | — | $1,123 | 新建仓 |
| BAH | BOOZ ALLEN HAMILTON HLDG COR | $1,239 | 0.00% | 16 | 16 | — | $1,239 | 新建仓 |
| ALL | ALLSTATE CORP | $1,244 | 0.00% | 6 | 6 | — | $1,244 | 新建仓 |
| WAB | WABTEC | $1,250 | 0.00% | 5 | 5 | — | $1,250 | 新建仓 |
| IPGP | IPG PHOTONICS CORP | $1,260 | 0.00% | 11 | 11 | — | $1,260 | 新建仓 |
| RDW | REDWIRE CORPORATION | $1,275 | 0.00% | 150 | 150 | — | $1,275 | 新建仓 |
| BTBT | BIT DIGITAL INC | $1,310 | 0.00% | 1,000 | 1,000 | — | $1,310 | 新建仓 |
| MCD | MCDONALDS CORP | $1,554 | 0.00% | 5 | 5 | — | $1,554 | 新建仓 |
| IJH | ISHARES TR | $1,823 | 0.00% | 27 | 27 | — | $1,823 | 新建仓 |
| AEP | AMERICAN ELEC PWR CO INC | $1,966 | 0.00% | 15 | 15 | — | $1,966 | 新建仓 |
| SPIP | SPDR SERIES TRUST | $2,076 | 0.00% | 80 | 80 | — | $2,076 | 新建仓 |
| BND | VANGUARD BD INDEX FDS | $2,298 | 0.00% | 31 | 31 | — | $2,298 | 新建仓 |
| CBRL | CRACKER BARREL OLD CTRY STOR | $2,605 | 0.00% | 93 | 93 | — | $2,605 | 新建仓 |
| SPHD | INVESCO EXCH TRADED FD TR II | $2,680 | 0.00% | 54 | 54 | — | $2,680 | 新建仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $2,836 | 0.00% | 42 | 42 | — | $2,836 | 新建仓 |
| GLW | CORNING INC | $3,315 | 0.00% | 24 | 24 | — | $3,315 | 新建仓 |
| CORT | CORCEPT THERAPEUTICS INC | $4,031 | 0.00% | 100 | 100 | — | $4,031 | 新建仓 |
| CSX | CSX CORP | $4,078 | 0.00% | 99 | 99 | — | $4,078 | 新建仓 |
| CHRD | CHORD ENERGY CORPORATION | $4,265 | 0.00% | 30 | 30 | — | $4,265 | 新建仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $4,802 | 0.00% | 150 | 150 | — | $4,802 | 新建仓 |
| SPDW | SPDR INDEX SHS FDS | $5,167 | 0.00% | 113 | 113 | — | $5,167 | 新建仓 |
| FIDU | FIDELITY COVINGTON TRUST | $5,467 | 0.00% | 63 | 63 | — | $5,467 | 新建仓 |
| FSTA | FIDELITY COVINGTON TRUST | $5,789 | 0.00% | 111 | 111 | — | $5,789 | 新建仓 |
| USRT | ISHARES TR | $5,940 | 0.00% | 100 | 100 | — | $5,940 | 新建仓 |
| MCHI | ISHARES TR | $6,011 | 0.00% | 107 | 107 | — | $6,011 | 新建仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $6,733 | 0.00% | 23 | 23 | — | $6,733 | 新建仓 |
| CPRI | CAPRI HOLDINGS LIMITED | $7,048 | 0.00% | 400 | 400 | — | $7,048 | 新建仓 |
| ARKK | ARK ETF TR | $7,232 | 0.00% | 107 | 107 | — | $7,232 | 新建仓 |
| — | INVESCO EXCH TRADED FD TR II | $7,355 | 0.00% | 121 | 121 | — | $7,355 | 新建仓 |
| MARA | MARA HOLDINGS INC | $8,160 | 0.00% | 1,000 | 1,000 | — | $8,160 | 新建仓 |
| COWZ | PACER FDS TR | $8,461 | 0.00% | 135 | 135 | — | $8,461 | 新建仓 |
| PFE | PFIZER INC | $8,475 | 0.00% | 302 | 302 | — | $8,475 | 新建仓 |
| FNCL | FIDELITY COVINGTON TRUST | $8,543 | 0.00% | 122 | 122 | — | $8,543 | 新建仓 |
| TSN | TYSON FOODS INC | $8,919 | 0.00% | 139 | 139 | — | $8,919 | 新建仓 |
| SPYG | SPDR SERIES TRUST | $9,297 | 0.00% | 95 | 95 | — | $9,297 | 新建仓 |
| FNDX | SCHWAB STRATEGIC TR | $1.01万 | 0.00% | 361 | 361 | — | $1.01万 | 新建仓 |
| CCL | CARNIVAL CORP | $1.04万 | 0.00% | 400 | 400 | — | $1.04万 | 新建仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $1.11万 | 0.00% | 156 | 156 | — | $1.11万 | 新建仓 |
| RIOT | RIOT PLATFORMS INC | $1.24万 | 0.00% | 1,000 | 1,000 | — | $1.24万 | 新建仓 |
| XLE | SELECT SECTOR SPDR TR | $1.24万 | 0.00% | 202 | 202 | — | $1.24万 | 新建仓 |
| PSX | PHILLIPS 66 | $1.42万 | 0.00% | 78 | 78 | — | $1.42万 | 新建仓 |
| EMR | EMERSON ELEC CO | $1.47万 | 0.00% | 112 | 112 | — | $1.47万 | 新建仓 |
| VV | VANGUARD INDEX FDS | $1.47万 | 0.00% | 49 | 49 | — | $1.47万 | 新建仓 |
| FHLC | FIDELITY COVINGTON TRUST | $1.50万 | 0.00% | 214 | 214 | — | $1.50万 | 新建仓 |
| FISV | FISERV INC | $1.51万 | 0.00% | 270 | 270 | — | $1.51万 | 新建仓 |
| HAL | HALLIBURTON CO | $1.54万 | 0.00% | 396 | 396 | — | $1.54万 | 新建仓 |
| FXR | FIRST TR EXCHANGE-TRADED FD | $1.54万 | 0.00% | 189 | 189 | — | $1.54万 | 新建仓 |
| KO | COCA COLA CO | $1.64万 | 0.00% | 216 | 216 | — | $1.64万 | 新建仓 |
| LUV | SOUTHWEST AIRLS CO | $1.65万 | 0.00% | 439 | 439 | — | $1.65万 | 新建仓 |
| T | AT&T INC | $1.67万 | 0.00% | 576 | 576 | — | $1.67万 | 新建仓 |
| SBUX | STARBUCKS CORP | $1.76万 | 0.00% | 197 | 197 | — | $1.76万 | 新建仓 |
| FTEC | FIDELITY COVINGTON TRUST | $1.81万 | 0.00% | 87 | 87 | — | $1.81万 | 新建仓 |
| BKLC | BNY MELLON ETF TRUST | $1.85万 | 0.00% | 148 | 148 | — | $1.85万 | 新建仓 |
| AJG | GALLAGHER ARTHUR J & CO | $1.86万 | 0.00% | 86 | 86 | — | $1.86万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC | $1.91万 | 0.00% | 381 | 381 | — | $1.91万 | 新建仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $2.03万 | 0.00% | 100 | 100 | — | $2.03万 | 新建仓 |
| SCHG | SCHWAB STRATEGIC TR | $2.11万 | 0.00% | 725 | 725 | — | $2.11万 | 新建仓 |
| META | META PLATFORMS INC | $2.23万 | 0.01% | 39 | 39 | — | $2.23万 | 新建仓 |
| COF | CAPITAL ONE FINL CORP | $2.35万 | 0.01% | 129 | 129 | — | $2.35万 | 新建仓 |
| PGR | PROGRESSIVE CORP | $2.38万 | 0.01% | 120 | 120 | — | $2.38万 | 新建仓 |
| DIS | DISNEY WALT CO | $2.40万 | 0.01% | 249 | 249 | — | $2.40万 | 新建仓 |
| IVE | ISHARES TR | $2.43万 | 0.01% | 115 | 115 | — | $2.43万 | 新建仓 |
| SO | SOUTHERN CO | $2.47万 | 0.01% | 255 | 255 | — | $2.47万 | 新建仓 |
| DG | DOLLAR GEN CORP | $2.48万 | 0.01% | 209 | 209 | — | $2.48万 | 新建仓 |
| PEP | PEPSICO INC | $2.50万 | 0.01% | 161 | 161 | — | $2.50万 | 新建仓 |
| GM | GENERAL MTRS CO | $2.64万 | 0.01% | 355 | 355 | — | $2.64万 | 新建仓 |
| FAST | FASTENAL CO | $2.64万 | 0.01% | 570 | 570 | — | $2.64万 | 新建仓 |
| SLB | SLB LIMITED | $2.65万 | 0.01% | 515 | 515 | — | $2.65万 | 新建仓 |
| ING | ING GROEP N.V. | $2.77万 | 0.01% | 1,062 | 1,062 | — | $2.77万 | 新建仓 |
| SCHM | SCHWAB STRATEGIC TR | $2.86万 | 0.01% | 922 | 922 | — | $2.86万 | 新建仓 |
| AFL | AFLAC INC | $2.92万 | 0.01% | 266 | 266 | — | $2.92万 | 新建仓 |
| RTX | RTX CORPORATION | $3.13万 | 0.01% | 162 | 162 | — | $3.13万 | 新建仓 |
| AXP | AMERICAN EXPRESS CO | $3.29万 | 0.01% | 109 | 109 | — | $3.29万 | 新建仓 |
| UNH | UNITEDHEALTH GROUP INC | $3.33万 | 0.01% | 123 | 123 | — | $3.33万 | 新建仓 |
| ISRG | INTUITIVE SURGICAL INC | $3.46万 | 0.01% | 75 | 75 | — | $3.46万 | 新建仓 |
| DUK | DUKE ENERGY CORP NEW | $3.56万 | 0.01% | 272 | 272 | — | $3.56万 | 新建仓 |
| TJX | TJX COS INC NEW | $3.59万 | 0.01% | 225 | 225 | — | $3.59万 | 新建仓 |
| ARW | ARROW ELECTRS INC | $3.64万 | 0.01% | 254 | 254 | — | $3.64万 | 新建仓 |
| COP | CONOCOPHILLIPS | $3.64万 | 0.01% | 276 | 276 | — | $3.64万 | 新建仓 |
| PG | PROCTER & GAMBLE CO | $3.65万 | 0.01% | 253 | 253 | — | $3.65万 | 新建仓 |
| AMGN | AMGEN INC | $3.69万 | 0.01% | 105 | 105 | — | $3.69万 | 新建仓 |
| BKNG | BOOKING HOLDINGS INC | $3.79万 | 0.01% | 9 | 9 | — | $3.79万 | 新建仓 |
| VTV | VANGUARD INDEX FDS | $4.01万 | 0.01% | 205 | 205 | — | $4.01万 | 新建仓 |
| VFH | VANGUARD WORLD FD | $4.19万 | 0.01% | 347 | 347 | — | $4.19万 | 新建仓 |
| SHV | ISHARES TR | $4.31万 | 0.01% | 390 | 390 | — | $4.31万 | 新建仓 |