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 |
|---|---|---|---|---|---|---|---|---|
| SCHB | SCHWAB STRATEGIC TR | $1.82亿 | 38.94% | 6,300,530 | 20,378 | 0.3% | $59.01万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $6,865.08万 | 14.65% | 2,478,368 | 7,469 | 0.3% | $20.69万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $5,271.05万 | 11.25% | 637,756 | 22,846 | 3.7% | $188.82万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $4,972.56万 | 10.61% | 1,568,137 | 17,057 | 1.1% | $54.09万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $3,546.52万 | 7.57% | 601,308 | 20,778 | 3.6% | $122.55万 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $3,344.32万 | 7.14% | 714,446 | 21,612 | 3.1% | $101.17万 | 加仓 |
| IJR | ISHARES TR | $2,756.04万 | 5.88% | 185,830 | 3,239 | 1.8% | $48.04万 | 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 |
| SCHV | SCHWAB STRATEGIC TR | $229.11万 | 0.49% | 65,818 | 42,924 | 187.5% | $149.42万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $162.87万 | 0.35% | 6,883 | -12 | -0.2% | -$2,839 | 减仓 |
| AAPL | APPLE INC | $122.72万 | 0.26% | 4,241 | 1 | 0.0% | $289 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $101.41万 | 0.22% | 20,050 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $100.08万 | 0.21% | 4,128 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $98.81万 | 0.21% | 2,670 | 7 | 0.3% | $2,590 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $82.72万 | 0.18% | 9,877 | 46 | 0.5% | $3,853 | 加仓 |
| AGG | ISHARES TR | $80.18万 | 0.17% | 8,101 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $75.89万 | 0.16% | 2,009 | 250 | 14.2% | $9.44万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $67.41万 | 0.14% | 3,369 | 1,401 | 71.2% | $28.03万 | 加仓 |
| SMBK | SMARTFINANCIAL INC | $55.66万 | 0.12% | 11,862 | 26 | 0.2% | $1,220 | 加仓 |
| TSLA | TESLA INC | $48.37万 | 0.10% | 1,150 | 997 | 651.6% | $41.93万 | 加仓 |
| GOOGL | ALPHABET INC | $36.74万 | 0.08% | 1,028 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $32.30万 | 0.07% | 2,313 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $31.09万 | 0.07% | 1,410 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $27.30万 | 0.06% | 901 | 3 | 0.3% | $909 | 加仓 |
| IYW | ISHARES TR | $26.18万 | 0.06% | 1,038 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $25.93万 | 0.06% | 3,010 | 16 | 0.5% | $1,378 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $24.74万 | 0.05% | 518 | 250 | 93.3% | $11.94万 | 加仓 |
| CAT | CATERPILLAR INC | $22.41万 | 0.05% | 210 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $21.89万 | 0.05% | 621 | 1 | 0.2% | $352 | 加仓 |
| MSFT | MICROSOFT CORP | $21.30万 | 0.05% | 571 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $20.24万 | 0.04% | 929 | 724 | 353.2% | $15.77万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $0 | 0.00% | 0 | -396 | -100.0% | -$18.98万 | 清仓 |
| AMZN | AMAZON COM INC | $0 | 0.00% | 0 | -818 | -100.0% | -$17.04万 | 清仓 |
| WMT | WALMART INC | $0 | 0.00% | 0 | -1,288 | -100.0% | -$16.01万 | 清仓 |
| CVX | CHEVRON CORPORATION | $0 | 0.00% | 0 | -720 | -100.0% | -$14.90万 | 清仓 |
| PNFP | PINNACLE FINL PARTNERS INC | $0 | 0.00% | 0 | -1,604 | -100.0% | -$13.81万 | 清仓 |
| PNC | PNC FINL SVCS GROUP INC | $0 | 0.00% | 0 | -660 | -100.0% | -$13.73万 | 清仓 |
| GE | GE AEROSPACE | $0 | 0.00% | 0 | -476 | -100.0% | -$13.51万 | 清仓 |
| JPM | JPMORGAN CHASE & CO | $0 | 0.00% | 0 | -439 | -100.0% | -$12.91万 | 清仓 |
| LLY | ELI LILLY & CO | $0 | 0.00% | 0 | -128 | -100.0% | -$11.77万 | 清仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | -800 | -100.0% | -$11.70万 | 清仓 |
| IWF | ISHARES TR | $0 | 0.00% | 0 | -1,076 | -100.0% | -$11.47万 | 清仓 |
| ORCL | ORACLE CORP | $0 | 0.00% | 0 | -751 | -100.0% | -$11.05万 | 清仓 |
| VYM | VANGUARD WHITEHALL FDS | $0 | 0.00% | 0 | -692 | -100.0% | -$10.25万 | 清仓 |
| GEV | GE VERNOVA INC | $0 | 0.00% | 0 | -115 | -100.0% | -$10.04万 | 清仓 |
| MHK | MOHAWK INDS INC | $0 | 0.00% | 0 | -1,000 | -100.0% | -$9.85万 | 清仓 |
| UCB | UNITED CMNTY BKS BLAIRSVLE G | $0 | 0.00% | 0 | -2,949 | -100.0% | -$9.28万 | 清仓 |
| JNJ | JOHNSON & JOHNSON | $0 | 0.00% | 0 | -367 | -100.0% | -$8.96万 | 清仓 |
| GOOG | ALPHABET INC | $0 | 0.00% | 0 | -305 | -100.0% | -$8.75万 | 清仓 |
| IVV | ISHARES TR | $0 | 0.00% | 0 | -127 | -100.0% | -$8.30万 | 清仓 |
| C | CITIGROUP INC | $0 | 0.00% | 0 | -712 | -100.0% | -$8.07万 | 清仓 |
| BILL | BILL HOLDINGS INC | $0 | 0.00% | 0 | -2,000 | -100.0% | -$7.66万 | 清仓 |
| UNM | UNUM GROUP | $0 | 0.00% | 0 | -1,000 | -100.0% | -$7.30万 | 清仓 |
| DVY | ISHARES TR | $0 | 0.00% | 0 | -451 | -100.0% | -$6.83万 | 清仓 |
| AMD | ADVANCED MICRO DEVICES INC | $0 | 0.00% | 0 | -331 | -100.0% | -$6.73万 | 清仓 |
| SCHW | SCHWAB CHARLES CORP | $0 | 0.00% | 0 | -599 | -100.0% | -$5.63万 | 清仓 |
| FDX | FEDEX CORP | $0 | 0.00% | 0 | -155 | -100.0% | -$5.52万 | 清仓 |
| COST | COSTCO WHOLESALE CORPORATION | $0 | 0.00% | 0 | -55 | -100.0% | -$5.48万 | 清仓 |
| VOD | VODAFONE GROUP PLC | $0 | 0.00% | 0 | -3,623 | -100.0% | -$5.44万 | 清仓 |
| NSC | NORFOLK SOUTHN CORP | $0 | 0.00% | 0 | -188 | -100.0% | -$5.39万 | 清仓 |
| SDY | SPDR SERIES TRUST | $0 | 0.00% | 0 | -366 | -100.0% | -$5.34万 | 清仓 |
| SCYB | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -2,010 | -100.0% | -$5.23万 | 清仓 |
| AMAT | APPLIED MATLS INC | $0 | 0.00% | 0 | -151 | -100.0% | -$5.16万 | 清仓 |
| GLDM | WORLD GOLD TR | $0 | 0.00% | 0 | -534 | -100.0% | -$4.95万 | 清仓 |
| GS | GOLDMAN SACHS GROUP INC | $0 | 0.00% | 0 | -55 | -100.0% | -$4.65万 | 清仓 |
| PM | PHILIP MORRIS INTL INC | $0 | 0.00% | 0 | -280 | -100.0% | -$4.63万 | 清仓 |
| SCHX | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -1,753 | -100.0% | -$4.50万 | 清仓 |
| V | VISA INC | $0 | 0.00% | 0 | -145 | -100.0% | -$4.38万 | 清仓 |
| MRK | MERCK & CO INC | $0 | 0.00% | 0 | -359 | -100.0% | -$4.32万 | 清仓 |
| SHV | ISHARES TR | $0 | 0.00% | 0 | -390 | -100.0% | -$4.31万 | 清仓 |
| VFH | VANGUARD WORLD FD | $0 | 0.00% | 0 | -347 | -100.0% | -$4.19万 | 清仓 |
| BKNG | BOOKING HOLDINGS INC | $0 | 0.00% | 0 | -225 | -100.0% | -$3.79万 | 清仓 |
| AMGN | AMGEN INC | $0 | 0.00% | 0 | -105 | -100.0% | -$3.69万 | 清仓 |
| PG | PROCTER & GAMBLE CO | $0 | 0.00% | 0 | -253 | -100.0% | -$3.65万 | 清仓 |
| COP | CONOCOPHILLIPS | $0 | 0.00% | 0 | -276 | -100.0% | -$3.64万 | 清仓 |
| ARW | ARROW ELECTRS INC | $0 | 0.00% | 0 | -254 | -100.0% | -$3.64万 | 清仓 |
| TJX | TJX COS INC NEW | $0 | 0.00% | 0 | -225 | -100.0% | -$3.59万 | 清仓 |
| DUK | DUKE ENERGY CORP NEW | $0 | 0.00% | 0 | -272 | -100.0% | -$3.56万 | 清仓 |
| ISRG | INTUITIVE SURGICAL INC | $0 | 0.00% | 0 | -75 | -100.0% | -$3.46万 | 清仓 |
| UNH | UNITEDHEALTH GROUP INC | $0 | 0.00% | 0 | -123 | -100.0% | -$3.33万 | 清仓 |
| AXP | AMERICAN EXPRESS CO | $0 | 0.00% | 0 | -109 | -100.0% | -$3.29万 | 清仓 |
| RTX | RTX CORPORATION | $0 | 0.00% | 0 | -162 | -100.0% | -$3.13万 | 清仓 |
| AFL | AFLAC INC | $0 | 0.00% | 0 | -266 | -100.0% | -$2.92万 | 清仓 |
| SCHM | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -922 | -100.0% | -$2.86万 | 清仓 |
| ING | ING GROEP N.V. | $0 | 0.00% | 0 | -1,062 | -100.0% | -$2.77万 | 清仓 |
| SLB | SLB LIMITED | $0 | 0.00% | 0 | -515 | -100.0% | -$2.65万 | 清仓 |
| GM | GENERAL MTRS CO | $0 | 0.00% | 0 | -355 | -100.0% | -$2.64万 | 清仓 |
| FAST | FASTENAL CO | $0 | 0.00% | 0 | -570 | -100.0% | -$2.64万 | 清仓 |
| PEP | PEPSICO INC | $0 | 0.00% | 0 | -161 | -100.0% | -$2.50万 | 清仓 |
| DG | DOLLAR GEN CORP | $0 | 0.00% | 0 | -209 | -100.0% | -$2.48万 | 清仓 |
| SO | SOUTHERN CO | $0 | 0.00% | 0 | -255 | -100.0% | -$2.47万 | 清仓 |
| IVE | ISHARES TR | $0 | 0.00% | 0 | -115 | -100.0% | -$2.43万 | 清仓 |
| DIS | DISNEY WALT CO | $0 | 0.00% | 0 | -249 | -100.0% | -$2.40万 | 清仓 |
| PGR | PROGRESSIVE CORP | $0 | 0.00% | 0 | -120 | -100.0% | -$2.38万 | 清仓 |
| COF | CAPITAL ONE FINL CORP | $0 | 0.00% | 0 | -129 | -100.0% | -$2.35万 | 清仓 |
| META | META PLATFORMS INC | $0 | 0.00% | 0 | -39 | -100.0% | -$2.23万 | 清仓 |
| SCHG | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -725 | -100.0% | -$2.11万 | 清仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $0 | 0.00% | 0 | -100 | -100.0% | -$2.03万 | 清仓 |
| VZ | VERIZON COMMUNICATIONS INC | $0 | 0.00% | 0 | -381 | -100.0% | -$1.91万 | 清仓 |
| AJG | GALLAGHER ARTHUR J & CO | $0 | 0.00% | 0 | -86 | -100.0% | -$1.86万 | 清仓 |