Evergreen Wealth Management, LLC
Williamston MI · SEC CIK 0001965292
$1.94亿2026Q1 申报市值
54持仓数
46.6%前十大占比 · 第一大 7.5%
4 / 3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
ACN 新建仓+$414.48万
BRK/B 加仓+$295.95万
NFLX 新建仓+$259.36万
LRN 新建仓+$208.34万
RSP 加仓+$114.85万
2026Q1 卖出最多 按季末市值估算
JNJ 减仓-$297.24万
TSM 减仓-$216.83万
NVDA 清仓-$196.34万
PYPL 清仓-$153.88万
GOOGL 减仓-$143.06万
2026Q1 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 | $1,455.51万 | 7.51% | 67,679 | 1,661 | 2.5% | $35.72万 | 加仓 |
| BLV | VANGUARD BD INDEX FDS | $1,061.29万 | 5.48% | 154,303 | 2,647 | 1.7% | $18.21万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $1,054.18万 | 5.44% | 71,180 | 336 | 0.5% | $4.98万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $942.34万 | 4.86% | 19,665 | 6,176 | 45.8% | $295.95万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $910.31万 | 4.70% | 28,375 | -3,119 | -9.9% | -$100.06万 | 减仓 |
| AMZN | AMAZON COM INC | $778.11万 | 4.02% | 37,361 | -1,166 | -3.0% | -$24.28万 | 减仓 |
| PBI | PITNEY BOWES INC | $771.47万 | 3.98% | 698,165 | -189 | -0.0% | -$2,088 | 减仓 |
| MKL | MARKEL GROUP INC | $713.49万 | 3.68% | 3,728 | 112 | 3.1% | $21.44万 | 加仓 |
| GOOGL | ALPHABET INC | $697.16万 | 3.60% | 24,244 | -4,975 | -17.0% | -$143.06万 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS | $644.68万 | 3.33% | 8,344 | -1,479 | -15.1% | -$114.27万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $634.99万 | 3.28% | 82,274 | 1,387 | 1.7% | $10.70万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $610.00万 | 3.15% | 18,050 | -6,416 | -26.2% | -$216.83万 | 减仓 |
| META | META PLATFORMS INC | $573.07万 | 2.96% | 10,016 | 663 | 7.1% | $37.93万 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $548.30万 | 2.83% | 18,729 | 1,065 | 6.0% | $31.18万 | 加仓 |
| DIS | DISNEY WALT CO | $483.30万 | 2.49% | 50,146 | -3,492 | -6.5% | -$33.66万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $453.88万 | 2.34% | 23,649 | 5,984 | 33.9% | $114.85万 | 加仓 |
| PTY | PIMCO CORPORATE & INCOME OPP | $440.96万 | 2.28% | 365,641 | 13,411 | 3.8% | $16.17万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $414.48万 | 2.14% | 20,903 | 20,903 | — | $414.48万 | 新建仓 |
| KSPI | KASPI KZ JSC | $378.30万 | 1.95% | 51,073 | 8,681 | 20.5% | $64.30万 | 加仓 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $330.23万 | 1.70% | 1,752 | 26 | 1.5% | $4.90万 | 加仓 |
| V | VISA INC | $329.23万 | 1.70% | 10,893 | 124 | 1.2% | $3.75万 | 加仓 |
| MSFT | MICROSOFT CORP | $290.55万 | 1.50% | 7,849 | 878 | 12.6% | $32.50万 | 加仓 |
| CVX | CHEVRON CORPORATION | $277.74万 | 1.43% | 13,424 | 185 | 1.4% | $3.83万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $276.98万 | 1.43% | 36,882 | -1,210 | -3.2% | -$9.09万 | 减仓 |
| CSCO | CISCO SYS INC | $273.70万 | 1.41% | 35,275 | 419 | 1.2% | $3.25万 | 加仓 |
| NFLX | NETFLIX INC. | $259.36万 | 1.34% | 26,974 | 26,974 | — | $259.36万 | 新建仓 |
| VUSB | VANGUARD BD INDEX FDS | $254.45万 | 1.31% | 51,111 | 4,595 | 9.9% | $22.88万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $254.42万 | 1.31% | 4,210 | -2,275 | -35.1% | -$137.49万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $242.58万 | 1.25% | 8,247 | 111 | 1.4% | $3.27万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $227.48万 | 1.17% | 5,208 | -1 | -0.0% | -$437 | 减仓 |
| VTV | VANGUARD INDEX FDS | $221.93万 | 1.15% | 11,312 | 6 | 0.1% | $1,177 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $213.40万 | 1.10% | 27,215 | 466 | 1.7% | $3.65万 | 加仓 |
| LRN | STRIDE INC | $208.34万 | 1.08% | 23,629 | 23,629 | — | $208.34万 | 新建仓 |
| JNJ | JOHNSON & JOHNSON | $189.56万 | 0.98% | 7,755 | -12,160 | -61.1% | -$297.24万 | 减仓 |
| AMGN | AMGEN INC | $171.27万 | 0.88% | 4,868 | -1,004 | -17.1% | -$35.32万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $159.12万 | 0.82% | 5,881 | 67 | 1.2% | $1.81万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $148.43万 | 0.77% | 6,832 | 2 | 0.0% | $435 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $141.93万 | 0.73% | 337 | 111 | 49.1% | $46.75万 | 加仓 |
| GOOG | ALPHABET INC | $139.20万 | 0.72% | 4,853 | -2,810 | -36.7% | -$80.60万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $137.32万 | 0.71% | 44,758 | -1,463 | -3.2% | -$4.49万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $137.26万 | 0.71% | 7,449 | 4 | 0.1% | $737 | 加仓 |
| CPRT | COPART INC | $133.35万 | 0.69% | 40,167 | 16,140 | 67.2% | $53.58万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $114.64万 | 0.59% | 4,455 | -1 | -0.0% | -$257 | 减仓 |
| VBK | VANGUARD INDEX FDS | $107.56万 | 0.56% | 3,559 | 0 | 0.0% | — | 不变 |
| FND | FLOOR & DECOR HLDGS INC | $98.91万 | 0.51% | 19,471 | 19,471 | — | $98.91万 | 新建仓 |
| JXN | JACKSON FINANCIAL INC | $87.73万 | 0.45% | 8,298 | 0 | 0.0% | — | 不变 |
| TTD | THE TRADE DESK INC | $81.63万 | 0.42% | 35,975 | 19,195 | 114.4% | $43.55万 | 加仓 |
| NVR | NVR INC | $79.55万 | 0.41% | 121 | 2 | 1.7% | $1.31万 | 加仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $66.19万 | 0.34% | 4,540 | 100 | 2.3% | $1.46万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $51.52万 | 0.27% | 9,532 | 302 | 3.3% | $1.63万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $34.47万 | 0.18% | 4,470 | 97 | 2.2% | $7,479 | 加仓 |
| CB | CHUBB LTD SWITZ | $24.40万 | 0.13% | 749 | 51 | 7.3% | $1.66万 | 加仓 |
| AAPL | APPLE INC | $22.89万 | 0.12% | 902 | -7 | -0.8% | -$1,777 | 减仓 |
| NVO | NOVO-NORDISK A S | $20.94万 | 0.11% | 5,698 | 1,106 | 24.1% | $4.06万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $0 | 0.00% | 0 | -10,528 | -100.0% | -$196.34万 | 清仓 |
| PYPL | PAYPAL HLDGS INC | $0 | 0.00% | 0 | -26,358 | -100.0% | -$153.88万 | 清仓 |
| ULTA | ULTA BEAUTY INC | $0 | 0.00% | 0 | -2,302 | -100.0% | -$139.28万 | 清仓 |
| ASML | ASML HOLDING N V | $0 | 0.00% | 0 | — | — | — | 申报中断 |