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Evergreen Wealth Management, LLC · 13F 持仓分析
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Evergreen Wealth Management, LLC

No.6934 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$2.13亿
环比变动 Q1 2026
+$1,953.8万+10.1%
持仓股票数
55
新买入
4
加仓
36
减仓
15
清仓
3
持股不变
0
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
V先锋领航·SPECIALIZED FUNDSVIG
7.66%7.51%$1,633.9万6.9万股$1,455.5万6.8万股+1,374股+2.03%加仓
V先锋领航白厅基金VYM
5.38%5.44%$1,147.5万7.3万股$1,054.2万7.1万股+1,430股+2.01%加仓
V先锋领航债券指数基金BLV
5.21%5.48%$1,111.4万16.1万股$1,061.3万15.4万股+6,938股+4.50%加仓
PITNEY BOWESPBI
4.97%3.98%$1,060.6万60.5万股$771.5万69.8万股-9.3万股-13.29%减仓
伯克希尔哈撒韦BRK.B
4.82%4.86%$1,028.5万2.1万股$942.3万2.0万股+889股+4.52%加仓
G通用动力VTI
4.27%4.7%$911.1万2.5万股$910.3万2.8万股-3,754股-13.23%减仓
亚马逊AMZN
4.18%4.02%$891.5万3.7万股$778.1万3.7万股+43股+0.12%加仓
Markel Group Inc.MKL
4.15%3.68%$885.3万4,533股$713.5万3,728股+805股+21.59%加仓
台积电TSM
3.67%3.15%$783.4万1.6万股$610.0万1.8万股-1,646股-9.12%减仓
谷歌AGOOGL
3.65%3.6%$779.5万2.2万股$697.2万2.4万股-2,431股-10.03%减仓
Elevance健康ELV
3.17%2.83%$675.7万1.7万股$548.3万1.9万股-1,256股-6.71%减仓
V先锋领航债券指数基金BIV
3.09%3.28%$659.1万8.6万股$635.0万8.2万股+3,663股+4.45%加仓
Meta平台META
2.69%2.96%$574.8万1.0万股$573.1万1.0万股+188股+1.88%加仓
再生元REGN
2.48%3.33%$529.1万8,485股$644.7万8,344股+141股+1.69%加仓
PIMCO CORPORATE & INCOMEPTY
2.19%2.28%$467.8万38.9万股$441.0万36.6万股+2.3万股+6.35%加仓
埃森哲ACN
2.07%2.14%$441.2万3.5万股$414.5万2.1万股+1.5万股+69.63%加仓
V先锋领航·MIDVO
1.99%$423.6万5.3万股$00股+5.3万股新买入
V先锋领航指数基金VB
1.94%$414.5万1.4万股$00股+1.4万股新买入
VisaV
1.83%1.7%$391.0万1.1万股$329.2万1.1万股+503股+4.62%加仓
FIRST CTZNS BANCSHARES DFCNCA
1.74%1.7%$371.7万1,786股$330.2万1,752股+34股+1.94%加仓
微软MSFT
1.68%1.5%$359.1万9,626股$290.5万7,849股+1,777股+22.64%加仓
迪士尼DIS
1.58%2.49%$338.0万3.5万股$483.3万5.0万股-1.5万股-29.96%减仓
摩根大通JPM
1.49%1.25%$317.6万9,704股$242.6万8,247股+1,457股+17.67%加仓
V先锋领航国际股票指数基金VEU
1.49%1.43%$317.0万3.8万股$277.0万3.7万股+971股+2.63%加仓
KKASPI KZ JSCKSPI
1.43%1.95%$304.3万3.5万股$378.3万5.1万股-1.6万股-31.24%减仓
V先锋领航指数基金VUG
1.29%1.17%$274.5万3.2万股$227.5万5,208股+2.7万股+511.87%加仓
V先锋领航指数基金VTV
1.18%1.15%$252.1万1.2万股$221.9万1.1万股+256股+2.26%加仓
联合健康UNH
1.17%0.82%$250.2万6,021股$159.1万5,881股+140股+2.38%加仓
ADOBE COMADBE
1.09%$232.6万1.1万股$00股+1.1万股新买入
雪佛龙CVX
1.08%1.43%$229.3万1.4万股$277.7万1.3万股+412股+3.07%加仓
V先锋领航债券指数基金VUSB
1.04%1.31%$222.3万4.5万股$254.5万5.1万股-6,452股-12.62%减仓
V先锋领航债券指数基金BSV
1.04%1.1%$221.4万2.8万股$213.4万2.7万股+1,206股+4.43%加仓
洛克希德马丁LMT
1.02%1.31%$217.3万4,264股$254.4万4,210股+54股+1.28%加仓
STRIDELRN
0.97%1.08%$207.8万2.4万股$208.3万2.4万股+471股+1.99%加仓
NETFLIXNFLX
0.96%1.34%$205.0万2.9万股$259.4万2.7万股+1,733股+6.42%加仓
BOOKING COMBKNG
0.95%0.73%$202.7万1.1万股$141.9万337股+1.1万股+3,275.07%加仓
强生JNJ
0.93%0.98%$199.3万7,848股$189.6万7,755股+93股+1.20%加仓
AMGEN COMAMGN
0.84%0.88%$179.8万4,964股$171.3万4,868股+96股+1.97%加仓
V先锋领航·SMALLVBR
0.78%0.77%$165.5万6,812股$148.4万6,832股-20股-0.29%减仓
AAlphabet Inc Class CGOOG
0.77%0.72%$163.9万4,640股$139.2万4,853股-213股-4.39%减仓
VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE
0.71%0.71%$150.7万7,627股$137.3万7,449股+178股+2.39%加仓
COPART COMCPRT
0.68%0.69%$144.4万5.1万股$133.4万4.0万股+1.1万股+27.52%加仓
S嘉信策略信托SCHD
0.67%0.71%$142.2万4.5万股$137.3万4.5万股+100股+0.22%加仓
V先锋领航指数基金VOT
0.65%0.59%$139.0万4,537股$114.6万4,455股+82股+1.84%加仓
NNVRNVR
0.63%0.41%$134.1万197股$79.5万121股+76股+62.81%加仓
V先锋领航指数基金VBK
0.62%0.56%$131.5万3,597股$107.6万3,559股+38股+1.07%加仓
I景顺交易所交易基金信托RSP
0.48%2.34%$103.0万4,841股$453.9万2.4万股-1.9万股-79.53%减仓
JJACKSON FINANCIALJXN
0.35%0.45%$73.7万7,198股$87.7万8,298股-1,100股-13.26%减仓
V先锋领航国际股票指数基金VSS
0.32%0.34%$69.1万4,477股$66.2万4,540股-63股-1.39%减仓
V先锋领航·FSTEVWO
0.26%0.27%$55.5万9,296股$51.5万9,532股-236股-2.48%减仓

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