Evergreen Wealth Management, LLC
Williamston MI · SEC CIK 0001965292
$2.13亿2026Q2 申报市值
55持仓数
48.0%前十大占比 · 第一大 7.7%
3 / 3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
VO 新建仓+$423.63万
VB 新建仓+$414.47万
ADBE 新建仓+$232.59万
ACN 加仓+$181.12万
MKL 加仓+$157.21万
2026Q2 卖出最多 按季末市值估算
RSP 减仓-$400.20万
CSCO 清仓-$273.70万
PBI 减仓-$162.57万
DIS 减仓-$144.63万
VTI 减仓-$138.91万
2026Q2 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| VIG | VANGUARD SPECIALIZED FUNDS | $1,633.92万 | 7.66% | 69,053 | 1,374 | 2.0% | $32.51万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $1,147.45万 | 5.38% | 72,610 | 1,430 | 2.0% | $22.60万 | 加仓 |
| BLV | VANGUARD BD INDEX FDS | $1,111.43万 | 5.21% | 161,241 | 6,938 | 4.5% | $47.82万 | 加仓 |
| PBI | PITNEY BOWES INC | $1,060.62万 | 4.97% | 605,375 | -92,790 | -13.3% | -$162.57万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,028.49万 | 4.82% | 20,554 | 889 | 4.5% | $44.48万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $911.08万 | 4.27% | 24,621 | -3,754 | -13.2% | -$138.91万 | 减仓 |
| AMZN | AMAZON COM INC | $891.49万 | 4.18% | 37,404 | 43 | 0.1% | $1.02万 | 加仓 |
| MKL | MARKEL GROUP INC | $885.29万 | 4.15% | 4,533 | 805 | 21.6% | $157.21万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $783.39万 | 3.67% | 16,404 | -1,646 | -9.1% | -$78.61万 | 减仓 |
| GOOGL | ALPHABET INC | $779.52万 | 3.65% | 21,813 | -2,431 | -10.0% | -$86.88万 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $675.72万 | 3.17% | 17,473 | -1,256 | -6.7% | -$48.57万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $659.14万 | 3.09% | 85,937 | 3,663 | 4.5% | $28.10万 | 加仓 |
| META | META PLATFORMS INC | $574.76万 | 2.69% | 10,204 | 188 | 1.9% | $10.59万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $529.08万 | 2.48% | 8,485 | 141 | 1.7% | $8.79万 | 加仓 |
| PTY | PIMCO CORPORATE & INCOME OPP | $467.81万 | 2.19% | 388,873 | 23,232 | 6.4% | $27.95万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $441.24万 | 2.07% | 35,458 | 14,555 | 69.6% | $181.12万 | 加仓 |
| VO | VANGUARD INDEX FDS | $423.63万 | 1.99% | 52,579 | 52,579 | — | $423.63万 | 新建仓 |
| VB | VANGUARD INDEX FDS | $414.47万 | 1.94% | 13,673 | 13,673 | — | $414.47万 | 新建仓 |
| V | VISA INC | $390.98万 | 1.83% | 11,396 | 503 | 4.6% | $17.26万 | 加仓 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $371.71万 | 1.74% | 1,786 | 34 | 1.9% | $7.08万 | 加仓 |
| MSFT | MICROSOFT CORP | $359.05万 | 1.68% | 9,626 | 1,777 | 22.6% | $66.28万 | 加仓 |
| DIS | DISNEY WALT CO | $338.03万 | 1.58% | 35,120 | -15,026 | -30.0% | -$144.63万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $317.64万 | 1.49% | 9,704 | 1,457 | 17.7% | $47.69万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $317.02万 | 1.49% | 37,853 | 971 | 2.6% | $8.13万 | 加仓 |
| KSPI | KASPI KZ JSC | $304.28万 | 1.43% | 35,120 | -15,953 | -31.2% | -$138.22万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $274.49万 | 1.29% | 31,866 | 618 | 2.0% | $5.32万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $252.11万 | 1.18% | 11,568 | 256 | 2.3% | $5.58万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $250.25万 | 1.17% | 6,021 | 140 | 2.4% | $5.82万 | 加仓 |
| ADBE | ADOBE INC | $232.59万 | 1.09% | 11,345 | 11,345 | — | $232.59万 | 新建仓 |
| CVX | CHEVRON CORPORATION | $229.35万 | 1.08% | 13,836 | 412 | 3.1% | $6.83万 | 加仓 |
| VUSB | VANGUARD BD INDEX FDS | $222.31万 | 1.04% | 44,659 | -6,452 | -12.6% | -$32.12万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $221.43万 | 1.04% | 28,421 | 1,206 | 4.4% | $9.40万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $217.25万 | 1.02% | 4,264 | 54 | 1.3% | $2.75万 | 加仓 |
| LRN | STRIDE INC | $207.84万 | 0.97% | 24,100 | 471 | 2.0% | $4.06万 | 加仓 |
| NFLX | NETFLIX INC. | $204.97万 | 0.96% | 28,707 | 1,733 | 6.4% | $12.37万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $202.72万 | 0.95% | 11,374 | 2,949 | 35.0% | $52.56万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $199.32万 | 0.93% | 7,848 | 93 | 1.2% | $2.36万 | 加仓 |
| AMGN | AMGEN INC | $179.76万 | 0.84% | 4,964 | 96 | 2.0% | $3.48万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $165.51万 | 0.78% | 6,812 | -20 | -0.3% | -$4,859 | 减仓 |
| GOOG | ALPHABET INC | $163.95万 | 0.77% | 4,640 | -213 | -4.4% | -$7.53万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $150.70万 | 0.71% | 7,627 | 178 | 2.4% | $3.52万 | 加仓 |
| CPRT | COPART INC | $144.39万 | 0.68% | 51,220 | 11,053 | 27.5% | $31.16万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $142.25万 | 0.67% | 44,858 | 100 | 0.2% | $3,171 | 加仓 |
| VOT | VANGUARD INDEX FDS | $138.98万 | 0.65% | 4,537 | 82 | 1.8% | $2.51万 | 加仓 |
| NVR | NVR INC | $134.09万 | 0.63% | 197 | 76 | 62.8% | $51.73万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $131.54万 | 0.62% | 3,597 | 38 | 1.1% | $1.39万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $103.01万 | 0.48% | 4,841 | -18,808 | -79.5% | -$400.20万 | 减仓 |
| JXN | JACKSON FINANCIAL INC | $73.70万 | 0.35% | 7,198 | -1,100 | -13.3% | -$11.26万 | 减仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $69.08万 | 0.32% | 4,477 | -63 | -1.4% | -$9,721 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $55.49万 | 0.26% | 9,296 | -236 | -2.5% | -$1.41万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $37.64万 | 0.18% | 4,403 | -67 | -1.5% | -$5,728 | 减仓 |
| NVO | NOVO-NORDISK A S | $28.75万 | 0.13% | 5,997 | 299 | 5.2% | $1.43万 | 加仓 |
| AAPL | APPLE INC | $27.55万 | 0.13% | 952 | 50 | 5.5% | $1.45万 | 加仓 |
| CB | CHUBB LIMITED | $26.72万 | 0.13% | 784 | 35 | 4.7% | $1.19万 | 加仓 |
| ASML | ASML HLDG NV | $22.94万 | 0.11% | 115 | -120 | -51.1% | -$23.93万 | 重新持有 |
| CSCO | CISCO SYS INC | $0 | 0.00% | 0 | -35,275 | -100.0% | -$273.70万 | 清仓 |
| FND | FLOOR & DECOR HLDGS INC | $0 | 0.00% | 0 | -19,471 | -100.0% | -$98.91万 | 清仓 |
| TTD | THE TRADE DESK INC | $0 | 0.00% | 0 | -35,975 | -100.0% | -$81.63万 | 清仓 |