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 |
|---|---|---|---|---|---|---|---|---|
| SCHB | SCHWAB STRATEGIC TR | $1.58亿 | 37.02% | 6,280,152 | 112,717 | 1.8% | $282.92万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $6,115.47万 | 14.36% | 2,470,899 | 20,654 | 0.8% | $51.12万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $5,088.38万 | 11.95% | 614,910 | 31,192 | 5.3% | $258.11万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $4,758.71万 | 11.18% | 1,551,080 | 33,402 | 2.2% | $102.48万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $3,457.05万 | 8.12% | 580,530 | 21,012 | 3.8% | $125.13万 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $3,252.85万 | 7.64% | 692,834 | 27,022 | 4.1% | $126.87万 | 加仓 |
| IJR | ISHARES TR | $2,269.79万 | 5.33% | 182,591 | 5,054 | 2.8% | $62.83万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $299.09万 | 0.70% | 4,599 | -521 | -10.2% | -$33.88万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $148.29万 | 0.35% | 6,895 | 1,091 | 18.8% | $23.46万 | 加仓 |
| AAPL | APPLE INC | $107.61万 | 0.25% | 4,240 | -31 | -0.7% | -$7,868 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $100.03万 | 0.23% | 20,050 | 20,050 | — | $100.03万 | 新建仓 |
| IWD | ISHARES TR | $88.20万 | 0.21% | 4,128 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $85.43万 | 0.20% | 2,663 | -36 | -1.3% | -$1.15万 | 减仓 |
| AGG | ISHARES TR | $80.42万 | 0.19% | 8,101 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX F | $73.83万 | 0.17% | 9,831 | 15 | 0.2% | $1,126 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $69.83万 | 0.16% | 22,894 | 22,894 | — | $69.83万 | 新建仓 |
| AVGO | BROADCOM INC | $54.44万 | 0.13% | 1,759 | 0 | 0.0% | — | 不变 |
| SMBK | SMARTFINANCIAL INC | $46.26万 | 0.11% | 11,836 | 24 | 0.2% | $938 | 加仓 |
| NVDA | NVIDIA CORPORATION | $34.32万 | 0.08% | 1,968 | 346 | 21.3% | $6.03万 | 加仓 |
| LOW | LOWES COS INC | $33.32万 | 0.08% | 1,410 | 433 | 44.3% | $10.23万 | 加仓 |
| GOOGL | ALPHABET INC | $29.56万 | 0.07% | 1,028 | 245 | 31.3% | $7.05万 | 加仓 |
| VB | VANGUARD INDEX FDS | $23.52万 | 0.06% | 898 | 3 | 0.3% | $786 | 加仓 |
| VUG | VANGUARD INDEX FDS | $21.81万 | 0.05% | 499 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $21.14万 | 0.05% | 571 | 49 | 9.4% | $1.81万 | 加仓 |
| HD | HOME DEPOT INC | $20.39万 | 0.05% | 620 | 620 | — | $20.39万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $18.98万 | 0.04% | 396 | 396 | — | $18.98万 | 新建仓 |
| IYW | ISHARES TR | $18.83万 | 0.04% | 1,038 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $17.04万 | 0.04% | 818 | 818 | — | $17.04万 | 新建仓 |
| WMT | WALMART INC | $16.01万 | 0.04% | 1,288 | 1,288 | — | $16.01万 | 新建仓 |
| CVX | CHEVRON CORPORATION | $14.90万 | 0.03% | 720 | 720 | — | $14.90万 | 新建仓 |
| CAT | CATERPILLAR INC | $14.90万 | 0.03% | 210 | 210 | — | $14.90万 | 新建仓 |
| PNFP | PINNACLE FINL PARTNERS INC | $13.81万 | 0.03% | 1,604 | 1,604 | — | $13.81万 | 新建仓 |
| PNC | PNC FINL SVCS GROUP INC | $13.73万 | 0.03% | 660 | 660 | — | $13.73万 | 新建仓 |
| GE | GE AEROSPACE | $13.51万 | 0.03% | 476 | 476 | — | $13.51万 | 新建仓 |
| JPM | JPMORGAN CHASE & CO | $12.91万 | 0.03% | 439 | 439 | — | $12.91万 | 新建仓 |
| LLY | ELI LILLY & CO | $11.77万 | 0.03% | 128 | 128 | — | $11.77万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $11.70万 | 0.03% | 800 | 800 | — | $11.70万 | 新建仓 |
| IWF | ISHARES TR | $11.47万 | 0.03% | 269 | 269 | — | $11.47万 | 新建仓 |
| ORCL | ORACLE CORP | $11.05万 | 0.03% | 751 | 751 | — | $11.05万 | 新建仓 |
| VYM | VANGUARD WHITEHALL FDS | $10.25万 | 0.02% | 692 | 692 | — | $10.25万 | 新建仓 |
| INTC | INTEL CORP | $10.21万 | 0.02% | 2,313 | 2,313 | — | $10.21万 | 新建仓 |
| GEV | GE VERNOVA INC | $10.04万 | 0.02% | 115 | 115 | — | $10.04万 | 新建仓 |
| MHK | MOHAWK INDS INC | $9.85万 | 0.02% | 1,000 | 1,000 | — | $9.85万 | 新建仓 |
| UCB | UNITED CMNTY BKS BLAIRSVLE G | $9.28万 | 0.02% | 2,949 | 2,949 | — | $9.28万 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $9.06万 | 0.02% | 268 | 268 | — | $9.06万 | 新建仓 |
| JNJ | JOHNSON & JOHNSON | $8.96万 | 0.02% | 367 | 367 | — | $8.96万 | 新建仓 |
| GOOG | ALPHABET INC | $8.75万 | 0.02% | 305 | 305 | — | $8.75万 | 新建仓 |
| IVV | ISHARES TR | $8.30万 | 0.02% | 127 | 127 | — | $8.30万 | 新建仓 |
| C | CITIGROUP INC | $8.07万 | 0.02% | 712 | 712 | — | $8.07万 | 新建仓 |
| BILL | BILL HOLDINGS INC | $7.66万 | 0.02% | 2,000 | 2,000 | — | $7.66万 | 新建仓 |
| UNM | UNUM GROUP | $7.30万 | 0.02% | 1,000 | 1,000 | — | $7.30万 | 新建仓 |
| DVY | ISHARES TR | $6.83万 | 0.02% | 451 | 451 | — | $6.83万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $6.73万 | 0.02% | 331 | 331 | — | $6.73万 | 新建仓 |
| TSLA | TESLA INC | $5.69万 | 0.01% | 153 | 153 | — | $5.69万 | 新建仓 |
| SCHW | SCHWAB CHARLES CORP | $5.63万 | 0.01% | 599 | 599 | — | $5.63万 | 新建仓 |
| FDX | FEDEX CORP | $5.52万 | 0.01% | 155 | 155 | — | $5.52万 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION | $5.48万 | 0.01% | 55 | 55 | — | $5.48万 | 新建仓 |
| VOD | VODAFONE GROUP PLC | $5.44万 | 0.01% | 3,623 | 3,623 | — | $5.44万 | 新建仓 |
| NSC | NORFOLK SOUTHN CORP | $5.39万 | 0.01% | 188 | 188 | — | $5.39万 | 新建仓 |
| SDY | SPDR SERIES TRUST | $5.34万 | 0.01% | 366 | 366 | — | $5.34万 | 新建仓 |
| SCYB | SCHWAB STRATEGIC TR | $5.23万 | 0.01% | 2,010 | -22,000 | -91.6% | -$57.20万 | 减仓 |
| AMAT | APPLIED MATLS INC | $5.16万 | 0.01% | 151 | 151 | — | $5.16万 | 新建仓 |
| GLDM | WORLD GOLD TR | $4.95万 | 0.01% | 534 | 534 | — | $4.95万 | 新建仓 |
| GS | GOLDMAN SACHS GROUP INC | $4.65万 | 0.01% | 55 | 55 | — | $4.65万 | 新建仓 |
| PM | PHILIP MORRIS INTL INC | $4.63万 | 0.01% | 280 | 280 | — | $4.63万 | 新建仓 |
| SCHX | SCHWAB STRATEGIC TR | $4.50万 | 0.01% | 1,753 | 1,753 | — | $4.50万 | 新建仓 |
| V | VISA INC | $4.38万 | 0.01% | 145 | 145 | — | $4.38万 | 新建仓 |
| MRK | MERCK & CO INC | $4.32万 | 0.01% | 359 | 359 | — | $4.32万 | 新建仓 |
| SHV | ISHARES TR | $4.31万 | 0.01% | 390 | 390 | — | $4.31万 | 新建仓 |
| VFH | VANGUARD WORLD FD | $4.19万 | 0.01% | 347 | 347 | — | $4.19万 | 新建仓 |
| VTV | VANGUARD INDEX FDS | $4.01万 | 0.01% | 205 | 205 | — | $4.01万 | 新建仓 |
| BKNG | BOOKING HOLDINGS INC | $3.79万 | 0.01% | 9 | 9 | — | $3.79万 | 新建仓 |
| AMGN | AMGEN INC | $3.69万 | 0.01% | 105 | 105 | — | $3.69万 | 新建仓 |
| PG | PROCTER & GAMBLE CO | $3.65万 | 0.01% | 253 | 253 | — | $3.65万 | 新建仓 |
| COP | CONOCOPHILLIPS | $3.64万 | 0.01% | 276 | 276 | — | $3.64万 | 新建仓 |
| ARW | ARROW ELECTRS INC | $3.64万 | 0.01% | 254 | 254 | — | $3.64万 | 新建仓 |
| TJX | TJX COS INC NEW | $3.59万 | 0.01% | 225 | 225 | — | $3.59万 | 新建仓 |
| DUK | DUKE ENERGY CORP NEW | $3.56万 | 0.01% | 272 | 272 | — | $3.56万 | 新建仓 |
| ISRG | INTUITIVE SURGICAL INC | $3.46万 | 0.01% | 75 | 75 | — | $3.46万 | 新建仓 |
| UNH | UNITEDHEALTH GROUP INC | $3.33万 | 0.01% | 123 | 123 | — | $3.33万 | 新建仓 |
| AXP | AMERICAN EXPRESS CO | $3.29万 | 0.01% | 109 | 109 | — | $3.29万 | 新建仓 |
| RTX | RTX CORPORATION | $3.13万 | 0.01% | 162 | 162 | — | $3.13万 | 新建仓 |
| AFL | AFLAC INC | $2.92万 | 0.01% | 266 | 266 | — | $2.92万 | 新建仓 |
| SCHM | SCHWAB STRATEGIC TR | $2.86万 | 0.01% | 922 | 922 | — | $2.86万 | 新建仓 |
| ING | ING GROEP N.V. | $2.77万 | 0.01% | 1,062 | 1,062 | — | $2.77万 | 新建仓 |
| SLB | SLB LIMITED | $2.65万 | 0.01% | 515 | 515 | — | $2.65万 | 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 |
| PEP | PEPSICO INC | $2.50万 | 0.01% | 161 | 161 | — | $2.50万 | 新建仓 |
| DG | DOLLAR GEN CORP | $2.48万 | 0.01% | 209 | 209 | — | $2.48万 | 新建仓 |
| SO | SOUTHERN CO | $2.47万 | 0.01% | 255 | 255 | — | $2.47万 | 新建仓 |
| IVE | ISHARES TR | $2.43万 | 0.01% | 115 | 115 | — | $2.43万 | 新建仓 |
| DIS | DISNEY WALT CO | $2.40万 | 0.01% | 249 | 249 | — | $2.40万 | 新建仓 |
| PGR | PROGRESSIVE CORP | $2.38万 | 0.01% | 120 | 120 | — | $2.38万 | 新建仓 |
| COF | CAPITAL ONE FINL CORP | $2.35万 | 0.01% | 129 | 129 | — | $2.35万 | 新建仓 |
| META | META PLATFORMS INC | $2.23万 | 0.01% | 39 | 39 | — | $2.23万 | 新建仓 |
| SCHG | SCHWAB STRATEGIC TR | $2.11万 | 0.00% | 725 | 725 | — | $2.11万 | 新建仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $2.03万 | 0.00% | 100 | 100 | — | $2.03万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC | $1.91万 | 0.00% | 381 | 381 | — | $1.91万 | 新建仓 |
| AJG | GALLAGHER ARTHUR J & CO | $1.86万 | 0.00% | 86 | 86 | — | $1.86万 | 新建仓 |