Evolution Wealth Advisors, LLC
AVENTURA FL · SEC CIK 0001763121
$8.55亿2026Q2 申报市值
181持仓数
61.3%前十大占比 · 第一大 24.7%
16 / 17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
SPY 加仓+$838.09万
SOXX 加仓+$501.78万
VOO 加仓+$233.31万
IEMG 加仓+$230.96万
IREN 加仓+$133.39万
2026Q2 卖出最多 按季末市值估算
AAPL 减仓-$2.63亿
EZU 减仓-$729.73万
XLV 减仓-$468.87万
INDA 减仓-$461.64万
MSFT 减仓-$200.69万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| WMT | WALMART INC | $66.74万 | 0.08% | 5,893 | 300 | 5.4% | $3.40万 | 加仓 |
| VPL | VANGUARD INTL EQUITY INDEX F | $68.22万 | 0.08% | 5,897 | 0 | 0.0% | — | 不变 |
| EUSA | ISHARES INC | $73.38万 | 0.09% | 6,426 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV | $75.00万 | 0.09% | 377 | -5 | -1.3% | -$9,947 | 减仓 |
| XT | ISHARES TR | $78.79万 | 0.09% | 9,535 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TR | $84.47万 | 0.10% | 11,187 | 690 | 6.6% | $5.21万 | 加仓 |
| ACWI | ISHARES TR | $85.77万 | 0.10% | 5,464 | 7 | 0.1% | $1,099 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $88.45万 | 0.10% | 1,852 | 1,852 | — | $88.45万 | 新建仓 |
| FLIN | FRANKLIN TEMPLETON ETF TR | $89.07万 | 0.10% | 25,042 | 25,042 | — | $89.07万 | 新建仓 |
| AMAT | APPLIED MATLS INC | $89.72万 | 0.10% | 1,241 | 146 | 13.3% | $10.56万 | 加仓 |
| GRNY | TIDAL TRUST I | $94.15万 | 0.11% | 34,050 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $96.25万 | 0.11% | 9,266 | 1,280 | 16.0% | $13.30万 | 加仓 |
| IEF | ISHARES TR | $98.18万 | 0.11% | 10,382 | 6,350 | 157.5% | $60.05万 | 加仓 |
| IBB | ISHARES TR | $102.27万 | 0.12% | 5,377 | 310 | 6.1% | $5.90万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $102.54万 | 0.12% | 2,771 | 0 | 0.0% | — | 不变 |
| ARKK | ARK ETF TR | $106.78万 | 0.12% | 13,212 | -260 | -1.9% | -$2.10万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $107.40万 | 0.13% | 2,584 | 1,430 | 123.9% | $59.44万 | 重新持有 |
| BAC | BANK OF AMER CORP | $107.46万 | 0.13% | 18,859 | 16,772 | 803.6% | $95.57万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $107.54万 | 0.13% | 4,000 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $111.26万 | 0.13% | 7,502 | -192 | -2.5% | -$2.85万 | 减仓 |
| IOO | ISHARES TR | $112.75万 | 0.13% | 8,254 | 0 | 0.0% | — | 不变 |
| EWU | ISHARES TR | $115.35万 | 0.13% | 25,000 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $115.40万 | 0.13% | 36,393 | -15,395 | -29.7% | -$48.82万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $115.60万 | 0.14% | 1,143 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $123.32万 | 0.14% | 14,316 | -1,032 | -6.7% | -$8.89万 | 减仓 |
| IWF | ISHARES TR | $124.87万 | 0.15% | 10,057 | 6,921 | 220.7% | $85.93万 | 加仓 |
| CALF | PACER FDS TR | $125.60万 | 0.15% | 24,817 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES TR | $130.12万 | 0.15% | 9,461 | 205 | 2.2% | $2.82万 | 加仓 |
| IFRA | ISHARES TR | $130.43万 | 0.15% | 20,690 | 10,925 | 111.9% | $68.87万 | 加仓 |
| — | GRANITESHARES ETF TR | $135.46万 | 0.16% | 56,255 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES TR | $141.59万 | 0.17% | 20,697 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $147.06万 | 0.17% | 1,274 | -442 | -25.8% | -$51.02万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $149.77万 | 0.18% | 2 | 0 | 0.0% | — | 不变 |
| EMB | ISHARES TR | $152.46万 | 0.18% | 15,808 | -980 | -5.8% | -$9.45万 | 减仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $154.74万 | 0.18% | 12,744 | -60 | -0.5% | -$7,285 | 减仓 |
| SSO | PROSHARES TR | $155.41万 | 0.18% | 23,064 | -70 | -0.3% | -$4,717 | 减仓 |
| VFH | VANGUARD WORLD FD | $156.47万 | 0.18% | 11,890 | 1 | 0.0% | $132 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $159.89万 | 0.19% | 21,780 | -2,718 | -11.1% | -$19.95万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $160.50万 | 0.19% | 31,731 | 1,458 | 4.8% | $7.37万 | 加仓 |
| INDA | ISHARES TR | $163.99万 | 0.19% | 33,202 | -93,468 | -73.8% | -$461.64万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $170.06万 | 0.20% | 27,670 | -1,990 | -6.7% | -$12.23万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $173.91万 | 0.20% | 7,980 | 283 | 3.7% | $6.17万 | 加仓 |
| XAR | SPDR SERIES TRUST | $175.10万 | 0.20% | 6,170 | 830 | 15.5% | $23.55万 | 加仓 |
| AVGO | BROADCOM INC | $180.30万 | 0.21% | 4,773 | 977 | 25.7% | $36.91万 | 加仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $184.44万 | 0.22% | 27,293 | 6 | 0.0% | $405 | 加仓 |
| VDE | VANGUARD WORLD FD | $187.44万 | 0.22% | 12,485 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $190.05万 | 0.22% | 5,806 | -559 | -8.8% | -$18.30万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $196.23万 | 0.23% | 3,378 | 395 | 13.2% | $22.95万 | 加仓 |
| COWZ | PACER FDS TR | $204.22万 | 0.24% | 32,833 | -1,145 | -3.4% | -$7.12万 | 减仓 |
| XBI | SPDR SERIES TRUST | $209.08万 | 0.24% | 13,212 | 23 | 0.2% | $3,640 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $211.45万 | 0.25% | 27,140 | 4,131 | 18.0% | $32.18万 | 加仓 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $214.18万 | 0.25% | 134,876 | -42 | -0.0% | -$667 | 减仓 |
| LQD | ISHARES TR | $214.28万 | 0.25% | 19,646 | -1,482 | -7.0% | -$16.16万 | 减仓 |
| MSTR | STRATEGY INC | $218.43万 | 0.26% | 25,127 | 0 | 0.0% | — | 不变 |
| PPA | INVESCO EXCHANGE TRADED FD T | $239.27万 | 0.28% | 13,545 | 0 | 0.0% | — | 不变 |
| COMT | ISHARES U S ETF TR | $280.01万 | 0.33% | 92,201 | 735 | 0.8% | $2.23万 | 加仓 |
| SMH | VANECK ETF TRUST | $298.30万 | 0.35% | 4,548 | -196 | -4.1% | -$12.86万 | 减仓 |
| — | PUTNAM ETF TRUST | $336.59万 | 0.39% | 123,700 | -1,370 | -1.1% | -$3.73万 | 减仓 |
| INTC | INTEL CORP | $346.13万 | 0.40% | 24,789 | -1,181 | -4.5% | -$16.49万 | 减仓 |
| KBE | SPDR SERIES TRUST | $361.72万 | 0.42% | 53,022 | 0 | 0.0% | — | 不变 |
| XLP | SELECT SECTOR SPDR TR | $383.56万 | 0.45% | 46,173 | -807 | -1.7% | -$6.70万 | 减仓 |
| META | META PLATFORMS INC | $401.68万 | 0.47% | 7,131 | -36 | -0.5% | -$2.03万 | 减仓 |
| TSLA | TESLA INC | $402.64万 | 0.47% | 9,573 | -2,296 | -19.3% | -$96.57万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $444.70万 | 0.52% | 22,225 | -2,061 | -8.5% | -$41.24万 | 减仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $444.85万 | 0.52% | 96,602 | -3,789 | -3.8% | -$17.45万 | 减仓 |
| ITA | ISHARES TR | $457.62万 | 0.54% | 18,877 | 139 | 0.7% | $3.37万 | 加仓 |
| IREN | IREN LIMITED | $466.51万 | 0.55% | 102,014 | 29,169 | 40.0% | $133.39万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $516.23万 | 0.60% | 97,200 | -916 | -0.9% | -$4.86万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $539.99万 | 0.63% | 25,379 | 3,273 | 14.8% | $69.64万 | 加仓 |
| GOOGL | ALPHABET INC | $563.67万 | 0.66% | 15,773 | 268 | 1.7% | $9.58万 | 加仓 |
| MSFT | MICROSOFT CORP | $597.29万 | 0.70% | 16,012 | -5,380 | -25.1% | -$200.69万 | 减仓 |
| VGT | VANGUARD WORLD FD | $612.74万 | 0.72% | 51,267 | 3 | 0.0% | $359 | 加仓 |
| NLR | VANECK ETF TRUST | $615.15万 | 0.72% | 53,039 | 1,966 | 3.8% | $22.80万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $617.84万 | 0.72% | 185,593 | 20,023 | 12.1% | $66.66万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $659.79万 | 0.77% | 56,552 | 536 | 1.0% | $6.25万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $755.01万 | 0.88% | 166,523 | 870 | 0.5% | $3.94万 | 加仓 |
| GOOG | ALPHABET INC | $794.36万 | 0.93% | 22,482 | -249 | -1.1% | -$8.80万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $832.11万 | 0.97% | 70,950 | 391 | 0.6% | $4.59万 | 加仓 |
| IWM | ISHARES TR | $841.79万 | 0.98% | 28,017 | 3,972 | 16.5% | $119.34万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $928.32万 | 1.09% | 18,552 | 2,160 | 13.2% | $108.08万 | 加仓 |
| AAPL | APPLE INC | $953.50万 | 1.12% | 32,952 | -907,458 | -96.5% | -$2.63亿 | 减仓 |
| IEMG | ISHARES INC | $958.90万 | 1.12% | 115,753 | 27,880 | 31.7% | $230.96万 | 加仓 |
| VB | VANGUARD INDEX FDS | $1,088.66万 | 1.27% | 35,915 | -932 | -2.5% | -$28.25万 | 减仓 |
| JFLX | J P MORGAN EXCHANGE TRADED F | $1,128.04万 | 1.32% | 223,817 | -4,606 | -2.0% | -$23.21万 | 减仓 |
| VRP | INVESCO EXCH TRADED FD TR II | $1,143.77万 | 1.34% | 470,496 | 1,200 | 0.3% | $2.92万 | 加仓 |
| SOXX | ISHARES TR | $1,226.41万 | 1.43% | 19,140 | 7,831 | 69.2% | $501.78万 | 加仓 |
| SHLD | GLOBAL X FDS | $1,314.77万 | 1.54% | 220,193 | 11,879 | 5.7% | $70.93万 | 加仓 |
| EZU | ISHARES INC | $1,343.17万 | 1.57% | 193,261 | -104,997 | -35.2% | -$729.73万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $1,358.51万 | 1.59% | 85,624 | -29,552 | -25.7% | -$468.87万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $2,257.73万 | 2.64% | 32,873 | 3,397 | 11.5% | $233.31万 | 加仓 |
| AMZN | AMAZON COM INC | $2,261.30万 | 2.64% | 94,877 | -4,322 | -4.4% | -$103.01万 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $2,299.85万 | 2.69% | 214,679 | 1,453 | 0.7% | $15.57万 | 加仓 |
| GLD | SPDR GOLD TR | $2,647.84万 | 3.10% | 71,878 | 1,592 | 2.3% | $58.65万 | 加仓 |
| QQQ | INVESCO QQQ TR | $3,406.19万 | 3.98% | 46,255 | 1,098 | 2.4% | $80.86万 | 加仓 |
| PAVE | GLOBAL X FDS | $3,593.49万 | 4.20% | 609,894 | 3,872 | 0.6% | $22.81万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $3,625.47万 | 4.24% | 676,267 | 9,589 | 1.4% | $51.41万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $9,855.75万 | 11.53% | 517,308 | 3,773 | 0.7% | $71.88万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $2.11亿 | 24.68% | 282,543 | 11,223 | 4.1% | $838.09万 | 加仓 |