Evolution Advisers, Inc.
RICHMOND VA · SEC CIK 0001906967
$2.50亿2026Q1 申报市值
160持仓数
77.1%前十大占比 · 第一大 15.3%
6 / 14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
IAGG 加仓+$220.38万
BSV 加仓+$155.59万
NULG 加仓+$96.21万
NUDM 加仓+$74.83万
VMBS 加仓+$71.35万
2026Q1 卖出最多 按季末市值估算
TFC 清仓-$363.37万
BNDX 减仓-$32.87万
VEA 减仓-$19.83万
VTV 减仓-$14.42万
SCHX 减仓-$8.01万
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 |
|---|---|---|---|---|---|---|---|---|
| TFC | TRUIST FINL CORP | $0 | 0.00% | 0 | -73,840 | -100.0% | -$363.37万 | 清仓 |
| MCK | MCKESSON CORP | $0 | 0.00% | 0 | -83 | -100.0% | -$6.80万 | 清仓 |
| LQD | ISHARES TR | $0 | 0.00% | 0 | -374 | -100.0% | -$4.10万 | 清仓 |
| — | EA SERIES TRUST | $0 | 0.00% | 0 | -1,513 | -100.0% | -$4.10万 | 清仓 |
| VGT | VANGUARD WORLD FD | $0 | 0.00% | 0 | -45 | -100.0% | -$3.30万 | 清仓 |
| DFIV | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -659 | -100.0% | -$3.20万 | 清仓 |
| JNK | SPDR SERIES TRUST | $0 | 0.00% | 0 | -249 | -100.0% | -$2.40万 | 清仓 |
| SCHV | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GLD | SPDR GOLD TR | $0 | 0.00% | 0 | -28 | -100.0% | -$1.10万 | 清仓 |
| SCHH | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -457 | -100.0% | -$9,000 | 清仓 |
| — | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -282 | -100.0% | -$9,000 | 清仓 |
| ISCV | ISHARES TR | $0 | 0.00% | 0 | -130 | -100.0% | -$8,000 | 清仓 |
| MTZ | MASTEC INC | $0 | 0.00% | 0 | -15 | -100.0% | -$3,000 | 清仓 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $0 | 0.00% | 0 | -45 | -100.0% | -$2,000 | 清仓 |
| VWOB | VANGUARD WHITEHALL FDS | $0 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS DISCOVERY INC | $0 | 0.00% | 79 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR | $0 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $0 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| NFLT | ETFIS SER TR I | $0 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| DIVI | FRANKLIN TEMPLETON ETF TR | $0 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| SPMD | SPDR SERIES TRUST | $0 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $0 | 0.00% | 0 | 0 | — | — | 清仓 |
| COST | COSTCO WHSL CORP NEW | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FBND | FIDELITY MERRIMACK STR TR | $0 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $0 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC | $0 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD INDEX FDS | $1,000 | 0.00% | 20 | -96 | -82.8% | -$4,800 | 减仓 |
| SPGP | INVESCO EXCHANGE TRADED FD T | $1,000 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| IQLT | ISHARES TR | $1,000 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $1,000 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| IOO | ISHARES TR | $2,000 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| GSLC | GOLDMAN SACHS ETF TR | $2,000 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| AWK | AMERICAN WTR WKS CO INC NEW | $2,000 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| SYF | SYNCHRONY FINANCIAL | $5,000 | 0.00% | 74 | 0 | 0.0% | — | 不变 |
| ARCC | ARES CAPITAL CORP | $5,000 | 0.00% | 318 | 0 | 0.0% | — | 不变 |
| HCA | HCA HEALTHCARE INC | $5,000 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| EXR | EXTRA SPACE STORAGE INC | $6,000 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORP | $6,000 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| USHY | ISHARES TR | $6,000 | 0.00% | 186 | 186 | — | $6,000 | 新建仓 |
| UPS | UNITED PARCEL SERVICE INC | $7,000 | 0.00% | 79 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $7,000 | 0.00% | 157 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO | $8,000 | 0.00% | 700 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $9,000 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $9,000 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORPORATION | $9,000 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| — | LISTED FDS TR | $9,000 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| GOLF | ACUSHNET HLDGS CORP | $9,000 | 0.00% | 103 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $1.00万 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $1.20万 | 0.00% | 22 | -3 | -12.0% | -$1,636 | 减仓 |
| T | AT&T INC | $1.40万 | 0.01% | 494 | 0 | 0.0% | — | 不变 |
| RIVN | RIVIAN AUTOMOTIVE INC | $1.50万 | 0.01% | 1,006 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $1.50万 | 0.01% | 71 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $1.50万 | 0.01% | 169 | 169 | — | $1.50万 | 新建仓 |
| AMTM | AMENTUM HOLDINGS INC | $1.60万 | 0.01% | 636 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB STRATEGIC TR | $1.60万 | 0.01% | 657 | 0 | 0.0% | — | 不变 |
| VBIL | VANGUARD INSTL INDEX FD | $1.60万 | 0.01% | 220 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $1.80万 | 0.01% | 274 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $2.00万 | 0.01% | 75 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES INC | $2.00万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $2.00万 | 0.01% | 23 | 0 | 0.0% | — | 不变 |
| IYW | ISHARES TR | $2.20万 | 0.01% | 124 | -18 | -12.7% | -$3,194 | 减仓 |
| ESGV | VANGUARD WORLD FD | $2.20万 | 0.01% | 199 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES TR | $2.20万 | 0.01% | 233 | 233 | — | $2.20万 | 新建仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $2.40万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| WSM | WILLIAMS SONOMA INC | $2.40万 | 0.01% | 132 | 0 | 0.0% | — | 不变 |
| PAYX | PAYCHEX INC | $2.50万 | 0.01% | 275 | 0 | 0.0% | — | 不变 |
| CHD | CHURCH & DWIGHT CO INC | $2.50万 | 0.01% | 278 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $2.60万 | 0.01% | 94 | -1 | -1.1% | -$277 | 减仓 |
| CTAS | CINTAS CORP | $3.00万 | 0.01% | 180 | 0 | 0.0% | — | 不变 |
| — | HONEYWELL INTL INC | $3.00万 | 0.01% | 136 | 0 | 0.0% | — | 不变 |
| FTNT | FORTINET INC | $3.10万 | 0.01% | 390 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES TR | $3.20万 | 0.01% | 90 | 90 | — | $3.20万 | 新建仓 |
| MDY | SPDR S&P MIDCAP 400 ETF TR | $3.30万 | 0.01% | 54 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $3.40万 | 0.01% | 69 | -10 | -12.7% | -$4,928 | 减仓 |
| SBUX | STARBUCKS CORP | $3.40万 | 0.01% | 383 | 0 | 0.0% | — | 不变 |
| PPA | INVESCO EXCHANGE TRADED FD T | $3.40万 | 0.01% | 206 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING IN | $3.50万 | 0.01% | 176 | 0 | 0.0% | — | 不变 |
| IYF | ISHARES TR | $3.70万 | 0.01% | 319 | 0 | 0.0% | — | 不变 |
| EXC | EXELON CORP | $3.70万 | 0.01% | 760 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND | $3.80万 | 0.02% | 192 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $3.80万 | 0.02% | 565 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORP NEW | $4.20万 | 0.02% | 205 | 105 | 105.0% | $2.15万 | 加仓 |
| ETN | EATON CORP PLC | $4.50万 | 0.02% | 126 | 0 | 0.0% | — | 不变 |
| PPL | PPL CORP | $4.60万 | 0.02% | 1,223 | 0 | 0.0% | — | 不变 |
| FIW | FIRST TR EXCHANGE-TRADED FD | $4.70万 | 0.02% | 456 | 0 | 0.0% | — | 不变 |
| DAL | DELTA AIR LINES INC DEL | $5.00万 | 0.02% | 759 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP | $5.10万 | 0.02% | 282 | 50 | 21.6% | $9,043 | 加仓 |
| ORCL | ORACLE CORP | $5.50万 | 0.02% | 380 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $5.70万 | 0.02% | 464 | 20 | 4.5% | $2,457 | 加仓 |
| AGG | ISHARES TR | $5.90万 | 0.02% | 600 | 600 | — | $5.90万 | 新建仓 |
| SCHA | SCHWAB STRATEGIC TR | $6.00万 | 0.02% | 2,096 | -768 | -26.8% | -$2.20万 | 减仓 |
| ESGD | ISHARES TR | $6.20万 | 0.02% | 650 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP | $6.40万 | 0.03% | 232 | 0 | 0.0% | — | 不变 |
| TROW | PRICE T ROWE GROUP INC | $6.50万 | 0.03% | 728 | 0 | 0.0% | — | 不变 |
| NTR | NUTRIEN LTD | $6.50万 | 0.03% | 867 | 0 | 0.0% | — | 不变 |
| — | TCW ETF TRUST | $6.60万 | 0.03% | 2,245 | 0 | 0.0% | — | 不变 |
| KNSL | KINSALE CAP GROUP INC | $6.70万 | 0.03% | 199 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $6.70万 | 0.03% | 373 | 0 | 0.0% | — | 不变 |
| SEIC | SEI INVTS CO | $6.80万 | 0.03% | 873 | 0 | 0.0% | — | 不变 |
| ELV | ELEVANCE HEALTH INC | $6.90万 | 0.03% | 236 | 0 | 0.0% | — | 不变 |