Evergreen Private Wealth LLC 13F 持仓 · 2026年Q2
Evergreen Private Wealth 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 89 只证券，申报市值合计 2.70 亿美元。前几大持仓：AMAT（9.49%）、GOOGL（4.17%）、QEFA（3.94%）。本季前 25 大持仓中：增持 16 只、减持 9 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AMAT | APPLIED MATERIALS INC COM USD0.01 | $25.7M | 9.49% | 34,994 | 减持 |
| 2 | GOOGL | ALPHABET INC CAP STK CL A | $11.3M | 4.17% | 31,058 | 减持 |
| 3 | QEFA | SPDR INDEX SHARES FUNDS STATE STREET SPDR MSCI EAFE STRATEGICFACTORS ETF | $10.7M | 3.94% | 109,830 | 增持 |
| 4 | BRKB | BERKSHIRE HATHAWAY INC COM USD0.0033 CLASS B | $8.6M | 3.18% | 17,170 | 增持 |
| 5 | TLH | ISHARES TR 10-20 YR TRS ETF | $8.5M | 3.13% | 84,245 | 减持 |
| 6 | ROST | ROSS STORES INC | $8.1M | 3.00% | 37,575 | 减持 |
| 7 | XSOE | WISDOMTREE TR EM EX ST-OWNED | $8.1M | 3.00% | 164,755 | 减持 |
| 8 | JPM | JPMORGAN CHASE &CO. COM | $7.6M | 2.83% | 23,343 | 增持 |
| 9 | ANET | ARISTA NETWORKS INC COM SHS | $7.6M | 2.81% | 44,215 | 减持 |
| 10 | AMZN | AMAZON.COM INC | $7.2M | 2.65% | 30,096 | 增持 |
| 11 | AAPL | APPLE INC | $7.1M | 2.61% | 24,424 | 增持 |
| 12 | TMO | THERMO FISHER SCIENTIFIC INC | $6.9M | 2.55% | 13,754 | 增持 |
| 13 | FSMD | FIDELITY SML MID MLTFCT | $6.7M | 2.48% | 126,854 | 增持 |
| 14 | FTNT | FORTINET INC COM USD0.001 | $6.7M | 2.48% | 43,571 | 减持 |
| 15 | CHKP | CHECK POINT SOFTWARE TECHNOLOGIES LTD | $6.6M | 2.45% | 50,487 | 增持 |
| 16 | MSFT | MICROSOFT CORP | $6.3M | 2.33% | 16,913 | 增持 |
| 17 | HBAN | HUNTINGTON BANCSHARES INC COM USD0.01 | $6.3M | 2.32% | 354,337 | 增持 |
| 18 | WM | WASTE MANAGEMENT INC | $5.9M | 2.17% | 26,279 | 增持 |
| 19 | BNDX | VANGUARD CHARLOTTE FDS TOTAL INTL BD ETF | $5.5M | 2.04% | 113,644 | 增持 |
| 20 | RVNU | DBX ETF TR XTRACK MUN INFRA | $5.3M | 1.97% | 210,537 | 增持 |
| 21 | NFLX | NETFLIX INC | $5.2M | 1.91% | 72,244 | 增持 |
| 22 | VRSK | VERISK ANALYTICS INC COM | $5.0M | 1.86% | 27,943 | 增持 |
| 23 | ADBE | ADOBE INC COM | $5.0M | 1.83% | 24,197 | 减持 |
| 24 | ULTA | ULTA BEAUTY INC COM | $5.0M | 1.83% | 10,987 | 增持 |
| 25 | TGT | TARGET CORP | $4.6M | 1.71% | 35,319 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR