13F 机构持仓

Evergreen Advisors, LLC

CHATTANOOGA TN · SEC CIK 0001762294

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$4.69亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

SCHB 38.9%
SCHF 14.7%
VCIT 11.2%
SCHD 10.6%
VGIT 7.6%
VMBS 7.1%
IJR 5.9%
SPY 0.7%
SCHV 0.5%
VIG 0.3%

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 $00.00%0 -396-100.0% -$18.98万 清仓
AMZN AMAZON COM INC $00.00%0 -818-100.0% -$17.04万 清仓
WMT WALMART INC $00.00%0 -1,288-100.0% -$16.01万 清仓
CVX CHEVRON CORPORATION $00.00%0 -720-100.0% -$14.90万 清仓
PNFP PINNACLE FINL PARTNERS INC $00.00%0 -1,604-100.0% -$13.81万 清仓
PNC PNC FINL SVCS GROUP INC $00.00%0 -660-100.0% -$13.73万 清仓
GE GE AEROSPACE $00.00%0 -476-100.0% -$13.51万 清仓
JPM JPMORGAN CHASE & CO $00.00%0 -439-100.0% -$12.91万 清仓
LLY ELI LILLY & CO $00.00%0 -128-100.0% -$11.77万 清仓
PLTR PALANTIR TECHNOLOGIES INC $00.00%0 -800-100.0% -$11.70万 清仓
IWF ISHARES TR $00.00%0 -1,076-100.0% -$11.47万 清仓
ORCL ORACLE CORP $00.00%0 -751-100.0% -$11.05万 清仓
VYM VANGUARD WHITEHALL FDS $00.00%0 -692-100.0% -$10.25万 清仓
GEV GE VERNOVA INC $00.00%0 -115-100.0% -$10.04万 清仓
MHK MOHAWK INDS INC $00.00%0 -1,000-100.0% -$9.85万 清仓
UCB UNITED CMNTY BKS BLAIRSVLE G $00.00%0 -2,949-100.0% -$9.28万 清仓
JNJ JOHNSON & JOHNSON $00.00%0 -367-100.0% -$8.96万 清仓
GOOG ALPHABET INC $00.00%0 -305-100.0% -$8.75万 清仓
IVV ISHARES TR $00.00%0 -127-100.0% -$8.30万 清仓
C CITIGROUP INC $00.00%0 -712-100.0% -$8.07万 清仓
BILL BILL HOLDINGS INC $00.00%0 -2,000-100.0% -$7.66万 清仓
UNM UNUM GROUP $00.00%0 -1,000-100.0% -$7.30万 清仓
DVY ISHARES TR $00.00%0 -451-100.0% -$6.83万 清仓
AMD ADVANCED MICRO DEVICES INC $00.00%0 -331-100.0% -$6.73万 清仓
SCHW SCHWAB CHARLES CORP $00.00%0 -599-100.0% -$5.63万 清仓
FDX FEDEX CORP $00.00%0 -155-100.0% -$5.52万 清仓
COST COSTCO WHOLESALE CORPORATION $00.00%0 -55-100.0% -$5.48万 清仓
VOD VODAFONE GROUP PLC $00.00%0 -3,623-100.0% -$5.44万 清仓
NSC NORFOLK SOUTHN CORP $00.00%0 -188-100.0% -$5.39万 清仓
SDY SPDR SERIES TRUST $00.00%0 -366-100.0% -$5.34万 清仓
SCYB SCHWAB STRATEGIC TR $00.00%0 -2,010-100.0% -$5.23万 清仓
AMAT APPLIED MATLS INC $00.00%0 -151-100.0% -$5.16万 清仓
GLDM WORLD GOLD TR $00.00%0 -534-100.0% -$4.95万 清仓
GS GOLDMAN SACHS GROUP INC $00.00%0 -55-100.0% -$4.65万 清仓
PM PHILIP MORRIS INTL INC $00.00%0 -280-100.0% -$4.63万 清仓
SCHX SCHWAB STRATEGIC TR $00.00%0 -1,753-100.0% -$4.50万 清仓
V VISA INC $00.00%0 -145-100.0% -$4.38万 清仓
MRK MERCK & CO INC $00.00%0 -359-100.0% -$4.32万 清仓
SHV ISHARES TR $00.00%0 -390-100.0% -$4.31万 清仓
VFH VANGUARD WORLD FD $00.00%0 -347-100.0% -$4.19万 清仓
BKNG BOOKING HOLDINGS INC $00.00%0 -225-100.0% -$3.79万 清仓
AMGN AMGEN INC $00.00%0 -105-100.0% -$3.69万 清仓
PG PROCTER & GAMBLE CO $00.00%0 -253-100.0% -$3.65万 清仓
COP CONOCOPHILLIPS $00.00%0 -276-100.0% -$3.64万 清仓
ARW ARROW ELECTRS INC $00.00%0 -254-100.0% -$3.64万 清仓
TJX TJX COS INC NEW $00.00%0 -225-100.0% -$3.59万 清仓
DUK DUKE ENERGY CORP NEW $00.00%0 -272-100.0% -$3.56万 清仓
ISRG INTUITIVE SURGICAL INC $00.00%0 -75-100.0% -$3.46万 清仓
UNH UNITEDHEALTH GROUP INC $00.00%0 -123-100.0% -$3.33万 清仓
AXP AMERICAN EXPRESS CO $00.00%0 -109-100.0% -$3.29万 清仓
RTX RTX CORPORATION $00.00%0 -162-100.0% -$3.13万 清仓
AFL AFLAC INC $00.00%0 -266-100.0% -$2.92万 清仓
SCHM SCHWAB STRATEGIC TR $00.00%0 -922-100.0% -$2.86万 清仓
ING ING GROEP N.V. $00.00%0 -1,062-100.0% -$2.77万 清仓
SLB SLB LIMITED $00.00%0 -515-100.0% -$2.65万 清仓
GM GENERAL MTRS CO $00.00%0 -355-100.0% -$2.64万 清仓
FAST FASTENAL CO $00.00%0 -570-100.0% -$2.64万 清仓
PEP PEPSICO INC $00.00%0 -161-100.0% -$2.50万 清仓
DG DOLLAR GEN CORP $00.00%0 -209-100.0% -$2.48万 清仓
SO SOUTHERN CO $00.00%0 -255-100.0% -$2.47万 清仓
IVE ISHARES TR $00.00%0 -115-100.0% -$2.43万 清仓
DIS DISNEY WALT CO $00.00%0 -249-100.0% -$2.40万 清仓
PGR PROGRESSIVE CORP $00.00%0 -120-100.0% -$2.38万 清仓
COF CAPITAL ONE FINL CORP $00.00%0 -129-100.0% -$2.35万 清仓
META META PLATFORMS INC $00.00%0 -39-100.0% -$2.23万 清仓
SCHG SCHWAB STRATEGIC TR $00.00%0 -725-100.0% -$2.11万 清仓
ADP AUTOMATIC DATA PROCESSING IN $00.00%0 -100-100.0% -$2.03万 清仓
VZ VERIZON COMMUNICATIONS INC $00.00%0 -381-100.0% -$1.91万 清仓
AJG GALLAGHER ARTHUR J & CO $00.00%0 -86-100.0% -$1.86万 清仓
BKLC BNY MELLON ETF TRUST $00.00%0 -148-100.0% -$1.85万 清仓
FTEC FIDELITY COVINGTON TRUST $00.00%0 -87-100.0% -$1.81万 清仓
SBUX STARBUCKS CORP $00.00%0 -197-100.0% -$1.76万 清仓
T AT&T INC $00.00%0 -576-100.0% -$1.67万 清仓
LUV SOUTHWEST AIRLS CO $00.00%0 -439-100.0% -$1.65万 清仓
KO COCA COLA CO $00.00%0 -216-100.0% -$1.64万 清仓
FXR FIRST TR EXCHANGE-TRADED FD $00.00%0 -189-100.0% -$1.54万 清仓
HAL HALLIBURTON CO $00.00%0 -396-100.0% -$1.54万 清仓
FISV FISERV INC $00.00%0 -270-100.0% -$1.51万 清仓
FHLC FIDELITY COVINGTON TRUST $00.00%0 -214-100.0% -$1.50万 清仓
VV VANGUARD INDEX FDS $00.00%0 -49-100.0% -$1.47万 清仓
EMR EMERSON ELEC CO $00.00%0 -112-100.0% -$1.47万 清仓
PSX PHILLIPS 66 $00.00%0 -78-100.0% -$1.42万 清仓
XLE SELECT SECTOR SPDR TR $00.00%0 -202-100.0% -$1.24万 清仓
RIOT RIOT PLATFORMS INC $00.00%0 -1,000-100.0% -$1.24万 清仓
GEHC GE HEALTHCARE TECHNOLOGIES I $00.00%0 -156-100.0% -$1.11万 清仓
CCL CARNIVAL CORP $00.00%0 -400-100.0% -$1.04万 清仓
FNDX SCHWAB STRATEGIC TR $00.00%0 -361-100.0% -$1.01万 清仓
SPYG SPDR SERIES TRUST $00.00%0 -95-100.0% -$9,297 清仓
TSN TYSON FOODS INC $00.00%0 -139-100.0% -$8,919 清仓
FNCL FIDELITY COVINGTON TRUST $00.00%0 -122-100.0% -$8,543 清仓
PFE PFIZER INC $00.00%0 -302-100.0% -$8,475 清仓
COWZ PACER FDS TR $00.00%0 -135-100.0% -$8,461 清仓
MARA MARA HOLDINGS INC $00.00%0 -1,000-100.0% -$8,160 清仓
— INVESCO EXCH TRADED FD TR II $00.00%0 -121-100.0% -$7,355 清仓
ARKK ARK ETF TR $00.00%0 -107-100.0% -$7,232 清仓
CPRI CAPRI HOLDINGS LIMITED $00.00%0 -400-100.0% -$7,048 清仓
ELV ELEVANCE HEALTH INC FORMERLY $00.00%0 -23-100.0% -$6,733 清仓
MCHI ISHARES TR $00.00%0 -107-100.0% -$6,011 清仓
USRT ISHARES TR $00.00%0 -100-100.0% -$5,940 清仓
FSTA FIDELITY COVINGTON TRUST $00.00%0 -111-100.0% -$5,789 清仓