Evergreen Wealth Solutions, LLC 13F 持仓 · 2026年Q2
Evergreen Wealth Solutions 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 514 只证券，申报市值合计 19.13 亿美元。前几大持仓：TRIO（6.37%）、IUSG（3.72%）、IUSV（3.57%）。本季前 25 大持仓中：增持 22 只、减持 3 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | TRIO | EA SERIES TRUST | $121.9M | 6.37% | 1.8M | 增持 |
| 2 | IUSG | ISHARES TR | $71.2M | 3.72% | 365,112 | 增持 |
| 3 | IUSV | ISHARES TR | $68.3M | 3.57% | 591,891 | 增持 |
| 4 | JCPB | J P MORGAN EXCHANGE TRADED F | $64.1M | 3.35% | 1.4M | 增持 |
| 5 | IVV | ISHARES TR | $57.5M | 3.01% | 73,578 | 增持 |
| 6 | IEFA | ISHARES TR | $53.4M | 2.79% | 527,521 | 增持 |
| 7 | VOO | VANGUARD INDEX FDS | $48.4M | 2.53% | 67,651 | 增持 |
| 8 | FTCB | FIRST TR EXCHANGE-TRADED FD | $45.9M | 2.40% | 2.2M | 增持 |
| 9 | TCAF | T ROWE PRICE EXCHANGE-TRADED | $45.8M | 2.39% | 1.1M | 减持 |
| 10 | NVDA | NVIDIA CORPORATION | $43.2M | 2.26% | 191,583 | 增持 |
| 11 | IJR | ISHARES TR | $41.7M | 2.18% | 278,262 | 增持 |
| 12 | AAPL | APPLE INC | $40.7M | 2.13% | 133,385 | 增持 |
| 13 | JPIE | J P MORGAN EXCHANGE TRADED F | $39.0M | 2.04% | 848,974 | 增持 |
| 14 | GSLC | GOLDMAN SACHS ETF TR | $36.2M | 1.89% | 243,260 | 减持 |
| 15 | CGCB | CAPITAL GRP FIXED INCM ETF T | $33.7M | 1.76% | 1.3M | 增持 |
| 16 | QQQ | INVESCO QQQ TR | $33.0M | 1.73% | 45,145 | 增持 |
| 17 | JGRO | J P MORGAN EXCHANGE TRADED F | $31.8M | 1.66% | 327,929 | 增持 |
| 18 | MFSG | MFS ACTIVE EXCHANGE TRADED F | $31.8M | 1.66% | 1.0M | 减持 |
| 19 | VIG | VANGUARD SPECIALIZED FUNDS | $30.8M | 1.61% | 124,804 | 增持 |
| 20 | AMZN | AMAZON COM INC | $27.7M | 1.45% | 104,575 | 增持 |
| 21 | GPIX | GOLDMAN SACHS ETF TR | $27.8M | 1.45% | 490,051 | 增持 |
| 22 | MSFT | MICROSOFT CORP | $25.3M | 1.32% | 51,004 | 增持 |
| 23 | IJH | ISHARES TR | $22.8M | 1.19% | 291,005 | 增持 |
| 24 | USTB | VICTORY PORTFOLIOS II | $21.4M | 1.12% | 424,283 | 增持 |
| 25 | FBND | FIDELITY MERRIMACK STR TR | $20.2M | 1.06% | 448,871 | 增持 |
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