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
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
FIDU FIDELITY COVINGTON TRUST $00.00%0 -63-100.0% -$5,467 清仓
SPDW SPDR INDEX SHS FDS $00.00%0 -113-100.0% -$5,167 清仓
CMG CHIPOTLE MEXICAN GRILL INC $00.00%0 -150-100.0% -$4,802 清仓
CHRD CHORD ENERGY CORPORATION $00.00%0 -30-100.0% -$4,265 清仓
CSX CSX CORP $00.00%0 -99-100.0% -$4,078 清仓
CORT CORCEPT THERAPEUTICS INC $00.00%0 -100-100.0% -$4,031 清仓
GLW CORNING INC $00.00%0 -24-100.0% -$3,315 清仓
RDVY FIRST TR EXCHANGE TRADED FD $00.00%0 -42-100.0% -$2,836 清仓
SPHD INVESCO EXCH TRADED FD TR II $00.00%0 -54-100.0% -$2,680 清仓
CBRL CRACKER BARREL OLD CTRY STOR $00.00%0 -93-100.0% -$2,605 清仓
BND VANGUARD BD INDEX FDS $00.00%0 -31-100.0% -$2,298 清仓
SPIP SPDR SERIES TRUST $00.00%0 -80-100.0% -$2,076 清仓
AEP AMERICAN ELEC PWR CO INC $00.00%0 -15-100.0% -$1,966 清仓
IJH ISHARES TR $00.00%0 -27-100.0% -$1,823 清仓
MCD MCDONALDS CORP $00.00%0 -5-100.0% -$1,554 清仓
BTBT BIT DIGITAL INC $00.00%0 -1,000-100.0% -$1,310 清仓
RDW REDWIRE CORPORATION $00.00%0 -150-100.0% -$1,275 清仓
IPGP IPG PHOTONICS CORP $00.00%0 -11-100.0% -$1,260 清仓
WAB WABTEC $00.00%0 -5-100.0% -$1,250 清仓
ALL ALLSTATE CORP $00.00%0 -6-100.0% -$1,244 清仓
BAH BOOZ ALLEN HAMILTON HLDG COR $00.00%0 -16-100.0% -$1,239 清仓
JOBY JOBY AVIATION INC $00.00%0 -136-100.0% -$1,123 清仓
CARR CARRIER GLOBAL CORPORATION $00.00%0 -18-100.0% -$1,031 清仓
CHTR CHARTER COMMUNICATIONS INC $00.00%0 -4-100.0% -$864 清仓
FUNC FIRST UTD CORP $00.00%0 -23-100.0% -$843 清仓
— GRAYSCALE ETHEREUM STAKING E $00.00%0 -48-100.0% -$819 清仓
F FORD MTR CO $00.00%0 -65-100.0% -$750 清仓
OTIS OTIS WORLDWIDE CORP $00.00%0 -9-100.0% -$675 清仓
— WARNER BROS DISCOVERY INC $00.00%0 -22-100.0% -$604 清仓
RF REGIONS FINANCIAL CORP NEW $00.00%0 -22-100.0% -$575 清仓
METC RAMACO RES INC $00.00%0 -30-100.0% -$464 清仓
VTRS VIATRIS INC $00.00%0 -32-100.0% -$436 清仓
CHWY CHEWY INC $00.00%0 -10-100.0% -$270 清仓
BAC BANK AMERICA CORP $00.00%0 -5-100.0% -$261 清仓
QQQM INVESCO EXCH TRADED FD TR II $00.00%0 -1-100.0% -$238 清仓
VBR VANGUARD INDEX FDS $00.00%0 -1-100.0% -$230 清仓
DNUT KRISPY KREME INC $00.00%0 -3-100.0% -$10 清仓