Evergreen Wealth Partners LLC
KALISPELL MT · SEC CIK 0002101006
$1.67亿2026Q2 申报市值
89持仓数
57.5%前十大占比 · 第一大 13.5%
13 / 8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
JPEF 新建仓+$654.16万
JBND 新建仓+$520.98万
CGDV 加仓+$279.03万
CGNG 加仓+$143.60万
IVV 加仓+$129.47万
2026Q2 卖出最多 按季末市值估算
JPST 减仓-$103.42万
VGIT 减仓-$88.22万
IGF 减仓-$50.84万
CGGO 减仓-$45.56万
IHI 减仓-$45.21万
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 |
|---|---|---|---|---|---|---|---|---|
| IBDS | ISHARES TR | $0 | 0.00% | 0 | -13,123 | -100.0% | -$31.81万 | 清仓 |
| IBDR | ISHARES TR | $0 | 0.00% | 0 | -13,007 | -100.0% | -$31.53万 | 清仓 |
| IBDU | ISHARES TR | $0 | 0.00% | 0 | -10,954 | -100.0% | -$25.48万 | 清仓 |
| IBDT | ISHARES TR | $0 | 0.00% | 0 | -9,989 | -100.0% | -$25.30万 | 清仓 |
| SHEL | SHELL PLC | $0 | 0.00% | 0 | -2,416 | -100.0% | -$22.47万 | 清仓 |
| NOBL | PROSHARES TR | $0 | 0.00% | 0 | -4,188 | -100.0% | -$22.20万 | 清仓 |
| PFE | PFIZER INC | $0 | 0.00% | 0 | -7,796 | -100.0% | -$21.89万 | 清仓 |
| SYK | STRYKER CORPORATION | $0 | 0.00% | 0 | -654 | -100.0% | -$21.49万 | 清仓 |
| CLM | CORNERSTONE STRATEGIC INVEST | $8.72万 | 0.05% | 11,531 | 0 | 0.0% | — | 不变 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $20.14万 | 0.12% | 5,818 | 5,818 | — | $20.14万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $20.51万 | 0.12% | 353 | 353 | — | $20.51万 | 新建仓 |
| ATO | ATMOS ENERGY CORP | $20.61万 | 0.12% | 1,196 | 7 | 0.6% | $1,206 | 加仓 |
| MUNI | PIMCO ETF TR | $21.57万 | 0.13% | 4,102 | 34 | 0.8% | $1,788 | 加仓 |
| CAT | CATERPILLAR INC | $22.62万 | 0.14% | 212 | 212 | — | $22.62万 | 新建仓 |
| MA | MASTERCARD INCORPORATED | $22.87万 | 0.14% | 445 | -12 | -2.6% | -$6,166 | 减仓 |
| O | REALTY INCOME CORP | $23.36万 | 0.14% | 3,770 | -274 | -6.8% | -$1.70万 | 减仓 |
| QUAL | ISHARES TR | $23.40万 | 0.14% | 1,066 | 1 | 0.1% | $220 | 加仓 |
| NKE | NIKE INC | $23.59万 | 0.14% | 5,746 | -283 | -4.7% | -$1.16万 | 减仓 |
| ORCL | ORACLE CORP | $23.96万 | 0.14% | 1,635 | -14 | -0.8% | -$2,052 | 减仓 |
| DIS | DISNEY WALT CO | $24.02万 | 0.14% | 2,496 | -276 | -10.0% | -$2.66万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $24.76万 | 0.15% | 2,821 | 15 | 0.5% | $1,317 | 加仓 |
| LLY | ELI LILLY & CO | $25.46万 | 0.15% | 212 | -13 | -5.8% | -$1.56万 | 减仓 |
| SBUX | STARBUCKS CORP | $26.79万 | 0.16% | 2,621 | -234 | -8.2% | -$2.39万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $26.89万 | 0.16% | 360 | -1 | -0.3% | -$747 | 减仓 |
| ABT | ABBOTT LABORATORIES | $27.93万 | 0.17% | 3,078 | -7 | -0.2% | -$635 | 减仓 |
| CVX | CHEVRON CORPORATION | $29.81万 | 0.18% | 1,799 | 1,799 | — | $29.81万 | 新建仓 |
| MUR | MURPHY OIL CORP | $30.15万 | 0.18% | 9,260 | 0 | 0.0% | — | 不变 |
| CGHM | CAPITAL GRP FIXED INCM ETF T | $30.45万 | 0.18% | 11,781 | 11,781 | — | $30.45万 | 新建仓 |
| AMZN | AMAZON COM INC | $31.80万 | 0.19% | 1,334 | 161 | 13.7% | $3.84万 | 加仓 |
| GOOGL | ALPHABET INC | $32.54万 | 0.20% | 911 | -19 | -2.0% | -$6,788 | 减仓 |
| BAI | BLACKROCK ETF TRUST | $34.41万 | 0.21% | 6,528 | 6,528 | — | $34.41万 | 新建仓 |
| MCD | MCDONALDS CORP | $34.71万 | 0.21% | 1,284 | -8 | -0.6% | -$2,163 | 减仓 |
| ESGV | VANGUARD WORLD FD | $35.53万 | 0.21% | 2,687 | 6 | 0.2% | $793 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $36.04万 | 0.22% | 7,127 | -20,450 | -74.2% | -$103.42万 | 减仓 |
| BROS | DUTCH BROS INC | $36.32万 | 0.22% | 5,058 | 20 | 0.4% | $1,436 | 加仓 |
| PEP | PEPSICO INC | $36.70万 | 0.22% | 2,710 | -53 | -1.9% | -$7,177 | 减仓 |
| NFLX | NETFLIX INC. | $36.88万 | 0.22% | 5,165 | 2,847 | 122.8% | $20.33万 | 加仓 |
| — | EXXON MOBIL CORP | $36.96万 | 0.22% | 2,703 | 926 | 52.1% | $12.66万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $37.43万 | 0.22% | 1,871 | 73 | 4.1% | $1.46万 | 加仓 |
| SMMU | PIMCO ETF TR | $37.92万 | 0.23% | 7,508 | -3,410 | -31.2% | -$17.22万 | 减仓 |
| AMAT | APPLIED MATLS INC | $39.20万 | 0.24% | 542 | 542 | — | $39.20万 | 新建仓 |
| HD | HOME DEPOT INC | $39.72万 | 0.24% | 1,126 | -4 | -0.4% | -$1,411 | 减仓 |
| VOE | VANGUARD INDEX FDS | $41.51万 | 0.25% | 2,101 | 1 | 0.0% | $198 | 加仓 |
| ABBV | ABBVIE INC | $46.96万 | 0.28% | 1,866 | 14 | 0.8% | $3,523 | 加仓 |
| IQLT | ISHARES TR | $46.96万 | 0.28% | 9,478 | 306 | 3.3% | $1.52万 | 加仓 |
| VB | VANGUARD INDEX FDS | $47.15万 | 0.28% | 1,556 | -2 | -0.1% | -$606 | 减仓 |
| SMH | VANECK ETF TRUST | $48.13万 | 0.29% | 734 | 16 | 2.2% | $1.05万 | 加仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $48.57万 | 0.29% | 5,878 | 2,146 | 57.5% | $17.73万 | 加仓 |
| INMU | BLACKROCK ETF TRUST II | $50.45万 | 0.30% | 20,804 | -5,777 | -21.7% | -$14.01万 | 减仓 |
| TFLO | ISHARES TR | $52.70万 | 0.32% | 10,409 | -96 | -0.9% | -$4,861 | 减仓 |
| FEGE | RBB FUND TRUST | $55.24万 | 0.33% | 11,291 | -8,975 | -44.3% | -$43.91万 | 减仓 |
| — | PGIM ETF TR | $55.35万 | 0.33% | 13,138 | 1,184 | 9.9% | $4.99万 | 加仓 |
| IGF | ISHARES TR | $60.98万 | 0.37% | 9,157 | -7,634 | -45.5% | -$50.84万 | 减仓 |
| HFSI | HARTFORD FDS EXCHANGE TRADED | $61.15万 | 0.37% | 17,393 | 17,393 | — | $61.15万 | 新建仓 |
| GOOG | ALPHABET INC | $62.37万 | 0.37% | 1,765 | 265 | 17.7% | $9.36万 | 加仓 |
| DSI | ISHARES TR | $63.58万 | 0.38% | 4,465 | 186 | 4.3% | $2.65万 | 加仓 |
| MINT | PIMCO ETF TR | $65.36万 | 0.39% | 6,484 | 3,111 | 92.2% | $31.36万 | 加仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $66.89万 | 0.40% | 15,038 | 15,038 | — | $66.89万 | 新建仓 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $76.32万 | 0.46% | 29,154 | 5,580 | 23.7% | $14.61万 | 加仓 |
| QQQ | INVESCO QQQ TR | $77.32万 | 0.46% | 1,050 | -29 | -2.7% | -$2.14万 | 减仓 |
| IHI | ISHARES TR | $87.77万 | 0.53% | 17,764 | -9,150 | -34.0% | -$45.21万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $89.34万 | 0.54% | 1,785 | 349 | 24.3% | $17.47万 | 加仓 |
| TSLA | TESLA INC | $92.00万 | 0.55% | 2,187 | -39 | -1.8% | -$1.64万 | 减仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $93.38万 | 0.56% | 9,472 | 1,820 | 23.8% | $17.94万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $95.00万 | 0.57% | 1,383 | 93 | 7.2% | $6.39万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $96.38万 | 0.58% | 3,795 | 12 | 0.3% | $3,048 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $109.34万 | 0.66% | 12,135 | 12,135 | — | $109.34万 | 新建仓 |
| SUSA | ISHARES TR | $120.49万 | 0.72% | 7,809 | -70 | -0.9% | -$1.08万 | 减仓 |
| SGOV | ISHARES TR | $128.51万 | 0.77% | 12,765 | 12,765 | — | $128.51万 | 新建仓 |
| ITA | ISHARES TR | $135.55万 | 0.81% | 5,591 | 275 | 5.2% | $6.67万 | 加仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $139.29万 | 0.84% | 12,339 | 5,055 | 69.4% | $57.06万 | 加仓 |
| PYLD | PIMCO ETF TR | $149.42万 | 0.90% | 56,341 | 2,820 | 5.3% | $7.48万 | 加仓 |
| FLMI | FRANKLIN TEMPLETON ETF TR | $152.02万 | 0.91% | 60,396 | 40,590 | 204.9% | $102.16万 | 加仓 |
| MSFT | MICROSOFT CORP | $169.15万 | 1.01% | 4,535 | 90 | 2.0% | $3.36万 | 加仓 |
| MUSA | MURPHY USA INC | $177.99万 | 1.07% | 3,303 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $205.25万 | 1.23% | 7,093 | 245 | 3.6% | $7.09万 | 加仓 |
| PULS | PGIM ETF TR | $209.91万 | 1.26% | 42,363 | -1,187 | -2.7% | -$5.88万 | 减仓 |
| PAAA | PGIM ETF TR | $210.28万 | 1.26% | 41,014 | -63 | -0.2% | -$3,230 | 减仓 |
| EVTR | MORGAN STANLEY ETF TRUST | $226.84万 | 1.36% | 44,733 | 13,479 | 43.1% | $68.35万 | 加仓 |
| V | VISA INC | $231.57万 | 1.39% | 6,750 | -239 | -3.4% | -$8.20万 | 减仓 |
| IDMO | INVESCO EXCH TRADED FD TR II | $242.22万 | 1.45% | 40,176 | 15,430 | 62.4% | $93.03万 | 加仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $270.81万 | 1.63% | 63,976 | -10,762 | -14.4% | -$45.56万 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $310.83万 | 1.87% | 52,701 | -14,958 | -22.1% | -$88.22万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $311.21万 | 1.87% | 3,327 | 1,284 | 62.8% | $120.11万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $327.56万 | 1.97% | 48,163 | 12,590 | 35.4% | $85.62万 | 加仓 |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY | $328.05万 | 1.97% | 87,573 | 38,333 | 77.8% | $143.60万 | 加仓 |
| MINO | PIMCO ETF TR | $354.21万 | 2.13% | 77,407 | 2,419 | 3.2% | $11.07万 | 加仓 |
| SHYM | BLACKROCK ETF TRUST II | $365.31万 | 2.19% | 162,722 | 11,386 | 7.5% | $25.56万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $397.84万 | 2.39% | 73,647 | 19,579 | 36.2% | $105.77万 | 加仓 |
| IWF | ISHARES TR | $441.62万 | 2.65% | 35,566 | -586 | -1.6% | -$7.28万 | 减仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $520.98万 | 3.13% | 97,378 | 97,378 | — | $520.98万 | 新建仓 |
| IVV | ISHARES TR | $525.60万 | 3.15% | 7,019 | 1,729 | 32.7% | $129.47万 | 加仓 |
| JPEF | J P MORGAN EXCHANGE TRADED F | $654.16万 | 3.93% | 81,434 | 81,434 | — | $654.16万 | 新建仓 |
| SPTI | SPDR SERIES TRUST | $1,139.31万 | 6.84% | 401,307 | 14,201 | 3.7% | $40.32万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $1,427.89万 | 8.57% | 289,750 | 56,622 | 24.3% | $279.03万 | 加仓 |
| SPIB | SPDR SERIES TRUST | $1,872.13万 | 11.23% | 559,513 | 9,190 | 1.7% | $30.75万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $2,245.04万 | 13.47% | 175,655 | 4,768 | 2.8% | $60.94万 | 加仓 |