Evergreen Wealth Partners LLC
KALISPELL MT · SEC CIK 0002101006
$1.31亿2026Q1 申报市值
84持仓数
60.4%前十大占比 · 第一大 14.3%
8 / 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
CGDV 加仓+$424.30万
VGIT 新建仓+$402.91万
CGGO 加仓+$174.04万
IVV 加仓+$170.86万
CGNG 新建仓+$155.45万
2026Q1 卖出最多 按季末市值估算
JMST 清仓-$288.21万
PAAA 减仓-$125.74万
PULS 减仓-$124.75万
JPST 减仓-$108.03万
IHI 减仓-$87.43万
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 |
|---|---|---|---|---|---|---|---|---|
| JMST | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -56,579 | -100.0% | -$288.21万 | 清仓 |
| VTI | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -1,746 | -100.0% | -$58.55万 | 清仓 |
| EVSM | MORGAN STANLEY ETF TRUST | $0 | 0.00% | 0 | -4,040 | -100.0% | -$20.35万 | 清仓 |
| CLM | CORNERSTONE STRATEGIC INVEST | $8.39万 | 0.06% | 11,531 | 11,531 | — | $8.39万 | 新建仓 |
| QUAL | ISHARES TR | $20.42万 | 0.16% | 1,065 | 3 | 0.3% | $575 | 加仓 |
| LLY | ELI LILLY & CO | $20.66万 | 0.16% | 225 | 6 | 2.7% | $5,510 | 加仓 |
| MUNI | PIMCO ETF TR | $21.23万 | 0.16% | 4,068 | 33 | 0.8% | $1,722 | 加仓 |
| SYK | STRYKER CORPORATION | $21.49万 | 0.16% | 654 | -95 | -12.7% | -$3.12万 | 减仓 |
| PFE | PFIZER INC | $21.89万 | 0.17% | 7,796 | 7,796 | — | $21.89万 | 新建仓 |
| ATO | ATMOS ENERGY CORP | $21.97万 | 0.17% | 1,189 | 1,189 | — | $21.97万 | 新建仓 |
| NOBL | PROSHARES TR | $22.20万 | 0.17% | 2,094 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $22.29万 | 0.17% | 2,318 | 58 | 2.6% | $5,577 | 加仓 |
| SHEL | SHELL PLC | $22.47万 | 0.17% | 2,416 | 2,416 | — | $22.47万 | 新建仓 |
| MA | MASTERCARD INCORPORATED | $22.85万 | 0.17% | 457 | -53 | -10.4% | -$2.65万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $23.51万 | 0.18% | 361 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $24.25万 | 0.19% | 1,649 | 104 | 6.7% | $1.53万 | 加仓 |
| AMZN | AMAZON COM INC | $24.43万 | 0.19% | 1,173 | 95 | 8.8% | $1.98万 | 加仓 |
| O | REALTY INCOME CORP | $24.74万 | 0.19% | 4,044 | -89 | -2.2% | -$5,445 | 减仓 |
| IBDT | ISHARES TR | $25.30万 | 0.19% | 9,989 | -58 | -0.6% | -$1,469 | 减仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $25.37万 | 0.19% | 622 | -98 | -13.6% | -$4.00万 | 减仓 |
| IBDU | ISHARES TR | $25.48万 | 0.19% | 10,954 | -58 | -0.5% | -$1,349 | 减仓 |
| BROS | DUTCH BROS INC | $25.52万 | 0.19% | 5,038 | 334 | 7.1% | $1.69万 | 加仓 |
| SBUX | STARBUCKS CORP | $25.58万 | 0.20% | 2,855 | -353 | -11.0% | -$3.16万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $26.07万 | 0.20% | 2,806 | -29 | -1.0% | -$2,694 | 减仓 |
| DIS | DISNEY WALT CO | $26.71万 | 0.20% | 2,772 | -438 | -13.6% | -$4.22万 | 减仓 |
| GOOGL | ALPHABET INC | $26.74万 | 0.20% | 930 | 123 | 15.2% | $3.54万 | 加仓 |
| SMH | VANECK ETF TRUST | $27.52万 | 0.21% | 718 | -34 | -4.5% | -$1.30万 | 减仓 |
| ESGV | VANGUARD WORLD FD | $30.10万 | 0.23% | 2,681 | 68 | 2.6% | $7,634 | 加仓 |
| — | EXXON MOBIL CORP | $30.16万 | 0.23% | 1,777 | -164 | -8.4% | -$2.78万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $31.36万 | 0.24% | 1,798 | 261 | 17.0% | $4.55万 | 加仓 |
| IBDR | ISHARES TR | $31.53万 | 0.24% | 13,007 | -49 | -0.4% | -$1,188 | 减仓 |
| ABT | ABBOTT LABORATORIES | $31.68万 | 0.24% | 3,085 | 8 | 0.3% | $821 | 加仓 |
| IBDS | ISHARES TR | $31.81万 | 0.24% | 13,123 | -45 | -0.3% | -$1,091 | 减仓 |
| NKE | NIKE INC | $31.84万 | 0.24% | 6,029 | -642 | -9.6% | -$3.39万 | 减仓 |
| MINT | PIMCO ETF TR | $33.92万 | 0.26% | 3,373 | 35 | 1.0% | $3,520 | 加仓 |
| HD | HOME DEPOT INC | $37.15万 | 0.28% | 1,130 | 4 | 0.4% | $1,315 | 加仓 |
| MUR | MURPHY OIL CORP | $38.20万 | 0.29% | 9,260 | 0 | 0.0% | — | 不变 |
| VOE | VANGUARD INDEX FDS | $38.70万 | 0.30% | 2,100 | 74 | 3.7% | $1.36万 | 加仓 |
| MCD | MCDONALDS CORP | $40.16万 | 0.31% | 1,292 | -96 | -6.9% | -$2.98万 | 减仓 |
| ABBV | ABBVIE INC | $40.28万 | 0.31% | 1,852 | 3 | 0.2% | $652 | 加仓 |
| VB | VANGUARD INDEX FDS | $40.81万 | 0.31% | 1,558 | 5 | 0.3% | $1,310 | 加仓 |
| IQLT | ISHARES TR | $42.40万 | 0.32% | 9,172 | 61 | 0.7% | $2,820 | 加仓 |
| PEP | PEPSICO INC | $42.91万 | 0.33% | 2,763 | -236 | -7.9% | -$3.67万 | 减仓 |
| GOOG | ALPHABET INC | $43.04万 | 0.33% | 1,500 | -272 | -15.3% | -$7.80万 | 减仓 |
| FLMI | FRANKLIN TEMPLETON ETF TR | $49.10万 | 0.37% | 19,806 | 5,215 | 35.7% | $12.93万 | 加仓 |
| — | PGIM ETF TR | $50.60万 | 0.39% | 11,954 | 154 | 1.3% | $6,519 | 加仓 |
| DSI | ISHARES TR | $51.85万 | 0.40% | 4,279 | 1,150 | 36.8% | $13.94万 | 加仓 |
| TFLO | ISHARES TR | $53.19万 | 0.41% | 10,505 | 1 | 0.0% | $51 | 加仓 |
| SMMU | PIMCO ETF TR | $55.08万 | 0.42% | 10,918 | 75 | 0.7% | $3,784 | 加仓 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $61.91万 | 0.47% | 23,574 | 23,574 | — | $61.91万 | 新建仓 |
| QQQ | INVESCO QQQ TR | $62.28万 | 0.48% | 1,079 | -27 | -2.4% | -$1.56万 | 减仓 |
| INMU | BLACKROCK ETF TRUST II | $63.55万 | 0.49% | 26,581 | 673 | 2.6% | $1.61万 | 加仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $64.67万 | 0.49% | 7,652 | 401 | 5.5% | $3.39万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $68.81万 | 0.53% | 1,436 | -70 | -4.6% | -$3.35万 | 减仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $75.29万 | 0.57% | 7,284 | 900 | 14.1% | $9.30万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $77.08万 | 0.59% | 1,290 | 9 | 0.7% | $5,378 | 加仓 |
| TSLA | TESLA INC | $82.75万 | 0.63% | 2,226 | 28 | 1.3% | $1.04万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $92.46万 | 0.71% | 3,783 | -115 | -3.0% | -$2.81万 | 减仓 |
| FEGE | RBB FUND TRUST | $95.25万 | 0.73% | 20,266 | 15,366 | 313.6% | $72.22万 | 加仓 |
| SUSA | ISHARES TR | $104.08万 | 0.79% | 7,879 | -876 | -10.0% | -$11.57万 | 减仓 |
| IGF | ISHARES TR | $112.50万 | 0.86% | 16,791 | 13,019 | 345.1% | $87.22万 | 加仓 |
| ITA | ISHARES TR | $116.29万 | 0.89% | 5,316 | 556 | 11.7% | $12.16万 | 加仓 |
| IDMO | INVESCO EXCH TRADED FD TR II | $135.71万 | 1.04% | 24,746 | 9,316 | 60.4% | $51.09万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $139.57万 | 1.07% | 27,577 | -21,346 | -43.6% | -$108.03万 | 减仓 |
| PYLD | PIMCO ETF TR | $140.23万 | 1.07% | 53,521 | 53,521 | — | $140.23万 | 新建仓 |
| IHI | ISHARES TR | $143.58万 | 1.10% | 26,914 | -16,389 | -37.8% | -$87.43万 | 减仓 |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY | $155.45万 | 1.19% | 49,240 | 49,240 | — | $155.45万 | 新建仓 |
| EVTR | MORGAN STANLEY ETF TRUST | $158.61万 | 1.21% | 31,254 | 4,776 | 18.0% | $24.24万 | 加仓 |
| MUSA | MURPHY USA INC | $163.16万 | 1.25% | 3,303 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $164.53万 | 1.26% | 4,445 | 58 | 1.3% | $2.15万 | 加仓 |
| AAPL | APPLE INC | $173.79万 | 1.33% | 6,848 | -240 | -3.4% | -$6.09万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $203.60万 | 1.55% | 2,043 | -33 | -1.6% | -$3.29万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $206.96万 | 1.58% | 35,573 | 16,540 | 86.9% | $96.23万 | 加仓 |
| PAAA | PGIM ETF TR | $210.23万 | 1.61% | 41,077 | -24,568 | -37.4% | -$125.74万 | 减仓 |
| V | VISA INC | $211.22万 | 1.61% | 6,989 | -472 | -6.3% | -$14.26万 | 减仓 |
| PULS | PGIM ETF TR | $215.57万 | 1.65% | 43,550 | -25,201 | -36.7% | -$124.75万 | 减仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $249.40万 | 1.90% | 74,738 | 52,154 | 230.9% | $174.04万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $285.37万 | 2.18% | 54,068 | 28,843 | 114.3% | $152.23万 | 加仓 |
| SHYM | BLACKROCK ETF TRUST II | $333.24万 | 2.54% | 151,336 | 28,499 | 23.2% | $62.75万 | 加仓 |
| MINO | PIMCO ETF TR | $338.72万 | 2.59% | 74,988 | 22,215 | 42.1% | $100.34万 | 加仓 |
| IVV | ISHARES TR | $345.51万 | 2.64% | 5,290 | 2,616 | 97.8% | $170.86万 | 加仓 |
| IWF | ISHARES TR | $385.37万 | 2.94% | 9,038 | -231 | -2.5% | -$9.85万 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $402.91万 | 3.08% | 67,659 | 67,659 | — | $402.91万 | 新建仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $991.73万 | 7.57% | 233,128 | 99,742 | 74.8% | $424.30万 | 加仓 |
| SPTI | SPDR SERIES TRUST | $1,109.44万 | 8.47% | 387,106 | 23,202 | 6.4% | $66.50万 | 加仓 |
| SPIB | SPDR SERIES TRUST | $1,845.78万 | 14.10% | 550,323 | 46,208 | 9.2% | $154.98万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $1,874.45万 | 14.32% | 170,887 | 1,127 | 0.7% | $12.36万 | 加仓 |