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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $2.39亿 | 24.34% | 940,410 | 2,058 | 0.2% | $52.23万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1.76亿 | 17.99% | 271,320 | 6,860 | 2.6% | $446.13万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $6,824.88万 | 6.96% | 513,535 | 8,007 | 1.6% | $106.41万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $3,291.39万 | 3.36% | 666,678 | 88,012 | 15.2% | $434.52万 | 加仓 |
| PAVE | GLOBAL X FDS | $3,079.20万 | 3.14% | 606,022 | 2,342 | 0.4% | $11.90万 | 加仓 |
| GLD | SPDR GOLD TR | $3,024.34万 | 3.08% | 70,286 | 8,959 | 14.6% | $385.50万 | 加仓 |
| QQQ | INVESCO QQQ TR | $2,606.35万 | 2.66% | 45,157 | 349 | 0.8% | $20.14万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $2,363.82万 | 2.41% | 213,226 | 22,412 | 11.7% | $248.46万 | 加仓 |
| AMZN | AMAZON COM INC | $2,066.02万 | 2.11% | 99,199 | 1,950 | 2.0% | $40.61万 | 加仓 |
| EZU | ISHARES INC | $1,868.29万 | 1.91% | 298,258 | 8,037 | 2.8% | $50.34万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1,761.33万 | 1.80% | 29,476 | 1,001 | 3.5% | $59.81万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $1,688.60万 | 1.72% | 115,176 | 2,714 | 2.4% | $39.79万 | 加仓 |
| SHLD | GLOBAL X FDS | $1,475.70万 | 1.50% | 208,314 | 2,407 | 1.2% | $17.05万 | 加仓 |
| JFLX | J P MORGAN EXCHANGE TRADED F | $1,134.59万 | 1.16% | 228,423 | 1,580 | 0.7% | $7.85万 | 加仓 |
| VRP | INVESCO EXCH TRADED FD TR II | $1,125.37万 | 1.15% | 469,296 | 20,785 | 4.6% | $49.84万 | 加仓 |
| VB | VANGUARD INDEX FDS | $965.09万 | 0.98% | 36,847 | 623 | 1.7% | $16.32万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $819.40万 | 0.84% | 56,016 | 1,627 | 3.0% | $23.80万 | 加仓 |
| MSFT | MICROSOFT CORP | $791.85万 | 0.81% | 21,392 | 2,636 | 14.1% | $97.58万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $785.50万 | 0.80% | 16,392 | 491 | 3.1% | $23.53万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $768.95万 | 0.78% | 70,559 | 35,997 | 104.2% | $392.29万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $760.18万 | 0.78% | 165,653 | 11,146 | 7.2% | $51.15万 | 加仓 |
| NLR | VANECK ETF TRUST | $680.24万 | 0.69% | 51,073 | 1,522 | 3.1% | $20.27万 | 加仓 |
| GOOG | ALPHABET INC | $652.06万 | 0.66% | 22,731 | -900 | -3.8% | -$25.82万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $636.12万 | 0.65% | 165,570 | 16,884 | 11.4% | $64.87万 | 加仓 |
| IEMG | ISHARES INC | $612.91万 | 0.63% | 87,873 | 2,674 | 3.1% | $18.65万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $601.06万 | 0.61% | 98,116 | -30,243 | -23.6% | -$185.27万 | 减仓 |
| IWM | ISHARES TR | $596.31万 | 0.61% | 24,045 | 351 | 1.5% | $8.70万 | 加仓 |
| INDA | ISHARES TR | $593.32万 | 0.61% | 126,670 | 80,949 | 177.0% | $379.17万 | 加仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $462.50万 | 0.47% | 100,391 | 65 | 0.1% | $2,995 | 加仓 |
| VGT | VANGUARD WORLD FD | $447.12万 | 0.46% | 6,408 | -159 | -2.4% | -$11.09万 | 减仓 |
| GOOGL | ALPHABET INC | $445.86万 | 0.45% | 15,505 | 2,407 | 18.4% | $69.22万 | 加仓 |
| TSLA | TESLA INC | $441.23万 | 0.45% | 11,869 | 58 | 0.5% | $2.16万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $424.26万 | 0.43% | 22,106 | 2,840 | 14.7% | $54.51万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $423.55万 | 0.43% | 24,286 | 5,106 | 26.6% | $89.05万 | 加仓 |
| META | META PLATFORMS INC | $410.06万 | 0.42% | 7,167 | 1,319 | 22.6% | $75.47万 | 加仓 |
| ITA | ISHARES TR | $409.89万 | 0.42% | 18,738 | 990 | 5.6% | $21.66万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $385.14万 | 0.39% | 46,980 | -88,874 | -65.4% | -$728.59万 | 减仓 |
| SOXX | ISHARES TR | $371.70万 | 0.38% | 11,309 | 8 | 0.1% | $2,629 | 加仓 |
| — | PUTNAM ETF TRUST | $344.94万 | 0.35% | 125,070 | -3,330 | -2.6% | -$9.18万 | 减仓 |
| KBE | SPDR SERIES TRUST | $315.75万 | 0.32% | 53,022 | 0 | 0.0% | — | 不变 |
| MSTR | STRATEGY INC | $313.58万 | 0.32% | 25,127 | 25,127 | — | $313.58万 | 新建仓 |
| COMT | ISHARES U S ETF TR | $309.25万 | 0.32% | 91,466 | -32,211 | -26.0% | -$108.91万 | 减仓 |
| IREN | IREN LIMITED | $249.71万 | 0.25% | 72,845 | 43,010 | 144.2% | $147.44万 | 加仓 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $233.68万 | 0.24% | 134,918 | -18,392 | -12.0% | -$31.85万 | 减仓 |
| LQD | ISHARES TR | $230.27万 | 0.23% | 21,128 | 278 | 1.3% | $3.03万 | 加仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $224.44万 | 0.23% | 13,545 | 0 | 0.0% | — | 不变 |
| VDE | VANGUARD WORLD FD | $216.04万 | 0.22% | 12,485 | -5,978 | -32.4% | -$103.44万 | 减仓 |
| COWZ | PACER FDS TR | $212.57万 | 0.22% | 33,978 | -230 | -0.7% | -$1.44万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $187.23万 | 0.19% | 6,365 | 0 | 0.0% | — | 不变 |
| SMH | VANECK ETF TRUST | $181.88万 | 0.19% | 4,744 | -260 | -5.2% | -$9.97万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $180.42万 | 0.18% | 23,009 | 6,360 | 38.2% | $49.87万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $180.40万 | 0.18% | 24,498 | 2,718 | 12.5% | $20.02万 | 加仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $174.39万 | 0.18% | 27,287 | -2,497 | -8.4% | -$15.96万 | 减仓 |
| XBI | SPDR SERIES TRUST | $168.46万 | 0.17% | 13,189 | 0 | 0.0% | — | 不变 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $164.67万 | 0.17% | 29,660 | 1,520 | 5.4% | $8.44万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $158.88万 | 0.16% | 51,788 | -86,610 | -62.6% | -$265.72万 | 减仓 |
| EMB | ISHARES TR | $157.69万 | 0.16% | 16,788 | -257 | -1.5% | -$2.41万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $151.03万 | 0.15% | 30,273 | -2,544 | -7.8% | -$12.69万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $151.02万 | 0.15% | 7,697 | 687 | 9.8% | $13.48万 | 加仓 |
| — | GRANITESHARES ETF TR | $147.75万 | 0.15% | 56,255 | 0 | 0.0% | — | 不变 |
| VFH | VANGUARD WORLD FD | $143.63万 | 0.15% | 11,889 | 0 | 0.0% | — | 不变 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $143.63万 | 0.15% | 2 | 0 | 0.0% | — | 不变 |
| XAR | SPDR SERIES TRUST | $135.63万 | 0.14% | 5,340 | -55 | -1.0% | -$1.40万 | 减仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $128.26万 | 0.13% | 12,804 | -731 | -5.4% | -$7.32万 | 减仓 |
| SSO | PROSHARES TR | $120.02万 | 0.12% | 23,134 | 8 | 0.0% | $415 | 加仓 |
| EEM | ISHARES TR | $117.54万 | 0.12% | 20,697 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $117.49万 | 0.12% | 3,796 | 2,099 | 123.7% | $64.97万 | 加仓 |
| INTC | INTEL CORP | $114.61万 | 0.12% | 25,970 | 8,503 | 48.7% | $37.52万 | 加仓 |
| EWU | ISHARES TR | $113.90万 | 0.12% | 25,000 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $111.74万 | 0.11% | 2,558 | 172 | 7.2% | $7.51万 | 加仓 |
| CALF | PACER FDS TR | $111.35万 | 0.11% | 24,817 | 0 | 0.0% | — | 不变 |
| RCL | ROYAL CARIBBEAN GROUP | $108.39万 | 0.11% | 3,939 | 0 | 0.0% | — | 不变 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $104.89万 | 0.11% | 19,881 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES TR | $104.69万 | 0.11% | 9,256 | -1,044 | -10.1% | -$11.81万 | 减仓 |
| IOO | ISHARES TR | $99.85万 | 0.10% | 8,254 | 0 | 0.0% | — | 不变 |
| SPXL | DIREXION SHARES ETF TRUST | $96.70万 | 0.10% | 5,230 | 5,230 | — | $96.70万 | 新建仓 |
| GS | GOLDMAN SACHS GROUP INC | $96.70万 | 0.10% | 1,143 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $95.64万 | 0.10% | 7,694 | -646 | -7.7% | -$8.03万 | 减仓 |
| IAU | ISHARES GOLD TR | $92.54万 | 0.09% | 10,497 | 1,620 | 18.2% | $14.28万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $92.18万 | 0.09% | 4,000 | -3,750 | -48.4% | -$86.42万 | 减仓 |
| ARKK | ARK ETF TR | $91.06万 | 0.09% | 13,472 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $88.90万 | 0.09% | 2,771 | 0 | 0.0% | — | 不变 |
| AA | ALCOA CORP | $86.42万 | 0.09% | 3,750 | 3,750 | — | $86.42万 | 新建仓 |
| IBB | ISHARES TR | $85.56万 | 0.09% | 5,067 | 0 | 0.0% | — | 不变 |
| TQQQ | PROSHARES TR | $81.71万 | 0.08% | 19,604 | 13,168 | 204.6% | $54.88万 | 加仓 |
| GRNY | TIDAL TRUST I | $81.28万 | 0.08% | 34,050 | -2,040 | -5.7% | -$4.87万 | 减仓 |
| EFA | ISHARES TR | $77.57万 | 0.08% | 7,986 | 1,950 | 32.3% | $18.94万 | 加仓 |
| ACWI | ISHARES TR | $75.51万 | 0.08% | 5,457 | 0 | 0.0% | — | 不变 |
| MMIT | NEW YORK LIFE INVTS ACTIVE E | $73.31万 | 0.07% | 30,413 | 0 | 0.0% | — | 不变 |
| FLBL | FRANKLIN TEMPLETON ETF TR | $70.02万 | 0.07% | 30,444 | 16 | 0.1% | $368 | 加仓 |
| WMT | WALMART INC | $69.51万 | 0.07% | 5,593 | 0 | 0.0% | — | 不变 |
| IGIB | ISHARES TR | $65.47万 | 0.07% | 12,301 | 4,682 | 61.5% | $24.92万 | 加仓 |
| EUSA | ISHARES INC | $65.40万 | 0.07% | 6,426 | 0 | 0.0% | — | 不变 |
| XT | ISHARES TR | $64.98万 | 0.07% | 9,535 | 0 | 0.0% | — | 不变 |
| VOX | VANGUARD WORLD FD | $63.86万 | 0.07% | 3,551 | 0 | 0.0% | — | 不变 |
| PWB | INVESCO EXCHANGE TRADED FD T | $62.97万 | 0.06% | 5,000 | 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 |
| PDEC | INNOVATOR ETFS TRUST | $60.80万 | 0.06% | 14,305 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $60.68万 | 0.06% | 2,983 | 789 | 36.0% | $16.05万 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $60.37万 | 0.06% | 4,812 | -75 | -1.5% | -$9,410 | 减仓 |