Evolution Advisers, Inc.
RICHMOND VA · SEC CIK 0001906967
$2.87亿2026Q2 申报市值
942持仓数
77.6%前十大占比 · 第一大 15.3%
785 / 5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
BNDX 加仓+$494.33万
SCHX 加仓+$141.60万
VEA 加仓+$128.79万
BSV 加仓+$127.86万
BLV 加仓+$126.78万
2026Q2 卖出最多 按季末市值估算
IAGG 减仓-$348.54万
EXXON MOBIL CORP 清仓-$83.80万
BND 减仓-$64.80万
WMT 减仓-$12.28万
KNSL 清仓-$6.70万
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 |
|---|---|---|---|---|---|---|---|---|
| SCHP | SCHWAB STRATEGIC TR | $27.70万 | 0.10% | 10,474 | 10,474 | — | $27.70万 | 新建仓 |
| D | DOMINION ENERGY INC | $27.80万 | 0.10% | 4,084 | 2,117 | 107.6% | $14.41万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $28.00万 | 0.10% | 4,761 | 4,761 | — | $28.00万 | 新建仓 |
| NI | NISOURCE INC | $28.20万 | 0.10% | 5,932 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $30.10万 | 0.10% | 2,658 | -1,084 | -29.0% | -$12.28万 | 减仓 |
| ORI | OLD REP INTL CORP | $31.40万 | 0.11% | 7,684 | 2 | 0.0% | $82 | 加仓 |
| WFC | WELLS FARGO CO NEW | $35.80万 | 0.12% | 4,342 | 8 | 0.2% | $660 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $38.50万 | 0.13% | 2,454 | 380 | 18.3% | $5.96万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $39.20万 | 0.14% | 11,589 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $40.80万 | 0.14% | 1,715 | 265 | 18.3% | $6.30万 | 加仓 |
| VO | VANGUARD INDEX FDS | $42.70万 | 0.15% | 5,304 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB STRATEGIC TR | $43.30万 | 0.15% | 15,645 | 4,851 | 44.9% | $13.43万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $45.50万 | 0.16% | 911 | 6 | 0.7% | $2,997 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $49.80万 | 0.17% | 9,453 | 9,453 | — | $49.80万 | 新建仓 |
| UNP | UNION PAC CORP | $53.20万 | 0.19% | 1,957 | -85 | -4.2% | -$2.31万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $56.30万 | 0.20% | 7,134 | 2,680 | 60.2% | $21.15万 | 加仓 |
| VUSB | VANGUARD BD INDEX FDS | $57.90万 | 0.20% | 11,650 | 9,135 | 363.2% | $45.40万 | 加仓 |
| IAGG | ISHARES TR | $58.40万 | 0.20% | 11,557 | -68,974 | -85.6% | -$348.54万 | 减仓 |
| VV | VANGUARD INDEX FDS | $62.40万 | 0.22% | 1,816 | -12 | -0.7% | -$4,123 | 减仓 |
| GOOGL | ALPHABET INC | $64.80万 | 0.23% | 1,813 | 461 | 34.1% | $16.48万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $72.80万 | 0.25% | 9,918 | -8,828 | -47.1% | -$64.80万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $72.80万 | 0.25% | 8,524 | 0 | 0.0% | — | 不变 |
| VOT | VANGUARD INDEX FDS | $73.10万 | 0.25% | 2,389 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $73.90万 | 0.26% | 16,680 | 0 | 0.0% | — | 不变 |
| VTEB | VANGUARD MUN BD FDS | $99.30万 | 0.35% | 19,636 | 59 | 0.3% | $2,984 | 加仓 |
| NUSC | NUSHARES ETF TR | $106.00万 | 0.37% | 20,350 | 130 | 0.6% | $6,771 | 加仓 |
| AAPL | APPLE INC | $157.40万 | 0.55% | 5,442 | 43 | 0.8% | $1.24万 | 加仓 |
| GNW | GENWORTH FINL INC | $162.00万 | 0.56% | 170,221 | 3,670 | 2.2% | $3.49万 | 加仓 |
| PWV | INVESCO EXCHANGE TRADED FD T | $180.30万 | 0.63% | 23,796 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $225.00万 | 0.78% | 3,277 | 782 | 31.3% | $53.69万 | 加仓 |
| NUBD | NUSHARES ETF TR | $278.60万 | 0.97% | 125,902 | -1,282 | -1.0% | -$2.84万 | 减仓 |
| NUEM | NUSHARES ETF TR | $304.30万 | 1.06% | 71,718 | 723 | 1.0% | $3.07万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $305.70万 | 1.07% | 103,898 | 48,125 | 86.3% | $141.60万 | 加仓 |
| NULV | NUSHARES ETF TR | $378.00万 | 1.32% | 75,631 | 15 | 0.0% | $750 | 加仓 |
| NULG | NUSHARES ETF TR | $500.70万 | 1.75% | 42,779 | 442 | 1.0% | $5.17万 | 加仓 |
| NUDM | NUSHARES ETF TR | $833.30万 | 2.91% | 208,235 | -281 | -0.1% | -$1.12万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $913.80万 | 3.19% | 119,149 | 9,220 | 8.4% | $70.71万 | 加仓 |
| VB | VANGUARD INDEX FDS | $1,027.60万 | 3.58% | 33,903 | 1,422 | 4.4% | $43.10万 | 加仓 |
| BLV | VANGUARD BD INDEX FDS | $1,036.60万 | 3.61% | 150,385 | 18,393 | 13.9% | $126.78万 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $1,158.40万 | 4.04% | 247,486 | 15,256 | 6.6% | $71.41万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $1,492.33万 | 5.20% | 40,329 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $1,676.70万 | 5.85% | 280,908 | 13,939 | 5.2% | $83.20万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $2,098.30万 | 7.32% | 269,333 | 16,412 | 6.5% | $127.86万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $2,679.60万 | 9.34% | 553,304 | 102,074 | 22.6% | $494.33万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $2,895.40万 | 10.10% | 132,861 | 2,110 | 1.6% | $45.98万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $3,812.90万 | 13.30% | 442,641 | 12,327 | 2.9% | $106.18万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $4,389.80万 | 15.31% | 616,125 | 18,076 | 3.0% | $128.79万 | 加仓 |