Evolution Wealth Advisors, LLC
AVENTURA FL · SEC CIK 0001763121
$9.81亿2026Q1 申报市值
176持仓数
68.0%前十大占比 · 第一大 24.3%
19 / 4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
SPY 加仓+$446.13万
XLF 加仓+$434.52万
XLY 加仓+$392.29万
GLD 加仓+$385.50万
INDA 加仓+$379.17万
2026Q1 卖出最多 按季末市值估算
XLP 减仓-$728.59万
SCHD 减仓-$265.72万
CRM 重新持有-$204.53万
XLE 减仓-$185.27万
COMT 减仓-$108.91万
2026Q1 持仓明细 点表头排序 · 每页 100 行
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 |
|---|---|---|---|---|---|---|---|---|
| IWD | ISHARES TR | $0 | 0.00% | 0 | -2,098 | -100.0% | -$44.13万 | 清仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| UNH | UNITEDHEALTH GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| WGS | GENEDX HOLDINGS CORP | $0 | 0.00% | 0 | -2,632 | -100.0% | -$34.23万 | 清仓 |
| CIBR | FIRST TR EXCHANGE TRADED FD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CRWD | CROWDSTRIKE HLDGS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HOOD | ROBINHOOD MKTS INC | $0 | 0.00% | 0 | -1,916 | -100.0% | -$21.67万 | 清仓 |
| MS | MORGAN STANLEY | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | VS MEDIA HOLDINGS LTD. | $0 | 0.00% | 0 | -43,000 | -100.0% | -$4,326 | 清仓 |
| LAB | STANDARD BIOTOOLS INC | $1.12万 | 0.00% | 12,210 | 0 | 0.0% | — | 不变 |
| — | NEUBERGER R/EST SECS INC FD | $3.48万 | 0.00% | 12,238 | 0 | 0.0% | — | 不变 |
| PACB | PACIFIC BIOSCIENCES CALIF IN | $6.60万 | 0.01% | 50,000 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORP | $10.17万 | 0.01% | 2,087 | 0 | 0.0% | — | 不变 |
| PATH | UIPATH INC | $18.03万 | 0.02% | 16,240 | 1,080 | 7.1% | $1.20万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $20.04万 | 0.02% | 2,786 | -1 | -0.0% | -$72 | 减仓 |
| GLW | CORNING INC | $20.04万 | 0.02% | 1,474 | 1,474 | — | $20.04万 | 新建仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $20.09万 | 0.02% | 3,431 | 3,431 | — | $20.09万 | 新建仓 |
| BMEZ | BLACKROCK HEALTH SCIENCES TE | $20.45万 | 0.02% | 14,240 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $20.51万 | 0.02% | 235 | 235 | — | $20.51万 | 新建仓 |
| IWB | ISHARES TR | $20.64万 | 0.02% | 579 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $20.73万 | 0.02% | 964 | 964 | — | $20.73万 | 新建仓 |
| CRWV | COREWEAVE INC | $20.76万 | 0.02% | 2,680 | 2,680 | — | $20.76万 | 新建仓 |
| BOND | PIMCO ETF TR | $20.91万 | 0.02% | 2,266 | -280 | -11.0% | -$2.58万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $20.93万 | 0.02% | 1,705 | 1,705 | — | $20.93万 | 新建仓 |
| LLY | ELI LILLY & CO | $21.06万 | 0.02% | 229 | -72 | -23.9% | -$6.62万 | 减仓 |
| APP | APPLOVIN CORP | $21.13万 | 0.02% | 531 | 531 | — | $21.13万 | 新建仓 |
| MLPA | GLOBAL X FDS | $21.28万 | 0.02% | 3,950 | 3,950 | — | $21.28万 | 新建仓 |
| AMLP | ALPS ETF TR | $21.32万 | 0.02% | 4,050 | 4,050 | — | $21.32万 | 新建仓 |
| PBW | INVESCO EXCHANGE TRADED FD T | $21.34万 | 0.02% | 6,758 | 0 | 0.0% | — | 不变 |
| KRE | SPDR SERIES TRUST | $21.50万 | 0.02% | 3,300 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $22.98万 | 0.02% | 460 | -5 | -1.1% | -$2,498 | 减仓 |
| FLOT | ISHARES TR | $23.34万 | 0.02% | 4,580 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $23.88万 | 0.02% | 337 | 337 | — | $23.88万 | 新建仓 |
| HYD | VANECK ETF TRUST | $24.99万 | 0.03% | 4,985 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX F | $25.17万 | 0.03% | 3,352 | 449 | 15.5% | $3.37万 | 加仓 |
| — | EXXON MOBIL CORP | $25.18万 | 0.03% | 1,484 | 1,484 | — | $25.18万 | 新建仓 |
| V | VISA INC | $26.33万 | 0.03% | 871 | -21 | -2.4% | -$6,347 | 减仓 |
| URA | GLOBAL X FDS | $26.39万 | 0.03% | 5,450 | 90 | 1.7% | $4,359 | 加仓 |
| HD | HOME DEPOT INC | $26.41万 | 0.03% | 803 | 0 | 0.0% | — | 不变 |
| IVES | WEDBUSH SER TR | $26.60万 | 0.03% | 9,375 | -1,655 | -15.0% | -$4.70万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $27.62万 | 0.03% | 7,265 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $27.72万 | 0.03% | 1,919 | 0 | 0.0% | — | 不变 |
| — | ISHARES ETHEREUM TR | $28.22万 | 0.03% | 17,830 | 1,330 | 8.1% | $2.11万 | 加仓 |
| VDC | VANGUARD WORLD FD | $28.48万 | 0.03% | 1,268 | -150 | -10.6% | -$3.37万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $28.60万 | 0.03% | 287 | 0 | 0.0% | — | 不变 |
| GSG | ISHARES S&P GSCI COMMODITY- | $29.02万 | 0.03% | 9,000 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC | $29.90万 | 0.03% | 2,521 | 807 | 47.1% | $9.57万 | 加仓 |
| CVX | CHEVRON CORPORATION | $30.00万 | 0.03% | 1,450 | 79 | 5.8% | $1.63万 | 加仓 |
| XLB | SELECT SECTOR SPDR TR | $30.55万 | 0.03% | 6,114 | 212 | 3.6% | $1.06万 | 加仓 |
| VHT | VANGUARD WORLD FD | $30.64万 | 0.03% | 1,125 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $30.71万 | 0.03% | 1,645 | -10,956 | -86.9% | -$204.53万 | 重新持有 |
| IVE | ISHARES TR | $30.83万 | 0.03% | 1,460 | 0 | 0.0% | — | 不变 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $30.84万 | 0.03% | 500 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $32.31万 | 0.03% | 1,486 | -123 | -7.6% | -$2.67万 | 减仓 |
| — | TIDAL TRUST II | $32.53万 | 0.03% | 24,929 | 24,929 | — | $32.53万 | 新建仓 |
| IMCB | ISHARES TR | $33.37万 | 0.03% | 4,000 | 0 | 0.0% | — | 不变 |
| SPYV | SPDR SERIES TRUST | $33.38万 | 0.03% | 5,900 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $33.43万 | 0.03% | 784 | -486 | -38.3% | -$20.72万 | 减仓 |
| PFE | PFIZER INC | $34.29万 | 0.03% | 12,210 | 12,210 | — | $34.29万 | 新建仓 |
| MAGS | LISTED FDS TR | $34.40万 | 0.04% | 5,937 | 787 | 15.3% | $4.56万 | 加仓 |
| TXN | TEXAS INSTRS INC | $34.75万 | 0.04% | 1,790 | 1,790 | — | $34.75万 | 新建仓 |
| PM | PHILIP MORRIS INTL INC | $35.66万 | 0.04% | 2,157 | 96 | 4.7% | $1.59万 | 加仓 |
| SLV | ISHARES SILVER TR | $35.91万 | 0.04% | 5,270 | 720 | 15.8% | $4.91万 | 加仓 |
| BIL | SPDR SERIES TRUST | $36.00万 | 0.04% | 3,928 | -403 | -9.3% | -$3.69万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $36.00万 | 0.04% | 2,226 | 493 | 28.4% | $7.97万 | 加仓 |
| GE | GE AEROSPACE | $37.12万 | 0.04% | 1,308 | 6 | 0.5% | $1,703 | 加仓 |
| AMAT | APPLIED MATLS INC | $37.43万 | 0.04% | 1,095 | 1,095 | — | $37.43万 | 新建仓 |
| IEF | ISHARES TR | $38.48万 | 0.04% | 4,032 | 1 | 0.0% | $95 | 加仓 |
| AAXJ | ISHARES TR | $41.77万 | 0.04% | 4,338 | 334 | 8.3% | $3.22万 | 加仓 |
| C | CITIGROUP INC | $42.35万 | 0.04% | 3,734 | 651 | 21.1% | $7.38万 | 加仓 |
| PFF | ISHARES TR | $42.64万 | 0.04% | 14,064 | 0 | 0.0% | — | 不变 |
| LIT | GLOBAL X FDS | $47.96万 | 0.05% | 6,450 | 0 | 0.0% | — | 不变 |
| VWOB | VANGUARD WHITEHALL FDS | $48.12万 | 0.05% | 7,326 | 0 | 0.0% | — | 不变 |
| VCR | VANGUARD WORLD FD | $49.37万 | 0.05% | 1,375 | 100 | 7.8% | $3.59万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $49.40万 | 0.05% | 8,715 | -2,000 | -18.7% | -$11.34万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $50.03万 | 0.05% | 9,257 | 896 | 10.7% | $4.84万 | 加仓 |
| EIS | ISHARES INC | $50.25万 | 0.05% | 4,330 | 165 | 4.0% | $1.91万 | 加仓 |
| ASML | ASML HLDG NV | $50.46万 | 0.05% | 382 | 0 | 0.0% | — | 不变 |
| MUB | ISHARES TR | $54.82万 | 0.06% | 5,164 | 267 | 5.5% | $2.83万 | 加仓 |
| IFRA | ISHARES TR | $55.86万 | 0.06% | 9,765 | 3,550 | 57.1% | $20.31万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $57.43万 | 0.06% | 6,940 | 0 | 0.0% | — | 不变 |
| VPL | VANGUARD INTL EQUITY INDEX F | $57.63万 | 0.06% | 5,897 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $57.97万 | 0.06% | 1,716 | 1,716 | — | $57.97万 | 新建仓 |
| OEF | ISHARES TR | $58.02万 | 0.06% | 1,824 | 0 | 0.0% | — | 不变 |
| VGK | VANGUARD INTL EQUITY INDEX F | $60.28万 | 0.06% | 7,313 | 33 | 0.5% | $2,720 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $60.37万 | 0.06% | 4,812 | -75 | -1.5% | -$9,410 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $60.68万 | 0.06% | 2,983 | 789 | 36.0% | $16.05万 | 加仓 |
| PDEC | INNOVATOR ETFS TRUST | $60.80万 | 0.06% | 14,305 | 0 | 0.0% | — | 不变 |
| GTO | INVESCO ACTIVELY MANAGED EXC | $62.64万 | 0.06% | 13,377 | 1,077 | 8.8% | $5.04万 | 加仓 |
| PWB | INVESCO EXCHANGE TRADED FD T | $62.97万 | 0.06% | 5,000 | 0 | 0.0% | — | 不变 |
| VOX | VANGUARD WORLD FD | $63.86万 | 0.07% | 3,551 | 0 | 0.0% | — | 不变 |
| XT | ISHARES TR | $64.98万 | 0.07% | 9,535 | 0 | 0.0% | — | 不变 |
| EUSA | ISHARES INC | $65.40万 | 0.07% | 6,426 | 0 | 0.0% | — | 不变 |
| IGIB | ISHARES TR | $65.47万 | 0.07% | 12,301 | 4,682 | 61.5% | $24.92万 | 加仓 |
| WMT | WALMART INC | $69.51万 | 0.07% | 5,593 | 0 | 0.0% | — | 不变 |
| FLBL | FRANKLIN TEMPLETON ETF TR | $70.02万 | 0.07% | 30,444 | 16 | 0.1% | $368 | 加仓 |
| MMIT | NEW YORK LIFE INVTS ACTIVE E | $73.31万 | 0.07% | 30,413 | 0 | 0.0% | — | 不变 |
| ACWI | ISHARES TR | $75.51万 | 0.08% | 5,457 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $77.57万 | 0.08% | 7,986 | 1,950 | 32.3% | $18.94万 | 加仓 |