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 |
|---|---|---|---|---|---|---|---|---|
| AMGN | AMGEN INC | $7.00万 | 0.03% | 200 | 0 | 0.0% | — | 不变 |
| BNDW | VANGUARD SCOTTSDALE FDS | $7.50万 | 0.03% | 1,100 | -1 | -0.1% | -$68 | 减仓 |
| DFAU | DIMENSIONAL ETF TRUST | $7.60万 | 0.03% | 1,699 | 0 | 0.0% | — | 不变 |
| J | JACOBS SOLUTIONS INC | $7.60万 | 0.03% | 600 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $7.80万 | 0.03% | 160 | 0 | 0.0% | — | 不变 |
| HSY | HERSHEY CO | $7.90万 | 0.03% | 381 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $7.90万 | 0.03% | 132 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $8.10万 | 0.03% | 526 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $8.30万 | 0.03% | 128 | 28 | 28.0% | $1.82万 | 加仓 |
| HD | HOME DEPOT INC | $8.50万 | 0.03% | 260 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $9.80万 | 0.04% | 197 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION | $9.80万 | 0.04% | 300 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $9.80万 | 0.04% | 403 | 0 | 0.0% | — | 不变 |
| VXF | VANGUARD INDEX FDS | $10.20万 | 0.04% | 498 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $11.20万 | 0.04% | 1,449 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $11.50万 | 0.05% | 381 | 0 | 0.0% | — | 不变 |
| SPY | SPDR S&P 500 ETF TR | $11.60万 | 0.05% | 179 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $12.00万 | 0.05% | 326 | 0 | 0.0% | — | 不变 |
| D | DOMINION ENERGY INC | $12.10万 | 0.05% | 1,967 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $12.20万 | 0.05% | 518 | -4 | -0.8% | -$942 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $12.30万 | 0.05% | 1,649 | 0 | 0.0% | — | 不变 |
| VUSB | VANGUARD BD INDEX FDS | $12.50万 | 0.05% | 2,515 | 2,515 | — | $12.50万 | 新建仓 |
| SCHM | SCHWAB STRATEGIC TR | $12.90万 | 0.05% | 4,191 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $13.90万 | 0.06% | 450 | 0 | 0.0% | — | 不变 |
| MKL | MARKEL GROUP INC | $14.90万 | 0.06% | 78 | 1 | 1.3% | $1,910 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $15.10万 | 0.06% | 1,567 | 0 | 0.0% | — | 不变 |
| TDY | TELEDYNE TECHNOLOGIES INC | $15.10万 | 0.06% | 250 | 0 | 0.0% | — | 不变 |
| SCHE | SCHWAB STRATEGIC TR | $16.10万 | 0.06% | 4,908 | -466 | -8.7% | -$1.53万 | 减仓 |
| GOOG | ALPHABET INC | $17.20万 | 0.07% | 600 | 0 | 0.0% | — | 不变 |
| SCHZ | SCHWAB STRATEGIC TR | $17.70万 | 0.07% | 7,636 | -1,174 | -13.3% | -$2.72万 | 减仓 |
| JPM | JPMORGAN CHASE & CO. | $19.10万 | 0.08% | 651 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD WHITEHALL FDS | $23.20万 | 0.09% | 1,569 | -109 | -6.5% | -$1.61万 | 减仓 |
| CW | CURTISS WRIGHT CORP | $23.80万 | 0.10% | 350 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB STRATEGIC TR | $26.70万 | 0.11% | 10,794 | -768 | -6.6% | -$1.90万 | 减仓 |
| NI | NISOURCE INC | $27.60万 | 0.11% | 5,932 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD INTL EQUITY INDEX F | $28.60万 | 0.11% | 2,074 | 8 | 0.4% | $1,103 | 加仓 |
| AMZN | AMAZON COM INC | $30.10万 | 0.12% | 1,450 | -66 | -4.4% | -$1.37万 | 减仓 |
| ORI | OLD REP INTL CORP | $30.60万 | 0.12% | 7,682 | 0 | 0.0% | — | 不变 |
| SCHG | SCHWAB STRATEGIC TR | $33.70万 | 0.13% | 11,589 | 8,971 | 342.7% | $26.09万 | 加仓 |
| WFC | WELLS FARGO CO NEW | $34.50万 | 0.14% | 4,334 | 0 | 0.0% | — | 不变 |
| VCSH | VANGUARD SCOTTSDALE FDS | $35.30万 | 0.14% | 4,454 | -124 | -2.7% | -$9,828 | 减仓 |
| VO | VANGUARD INDEX FDS | $38.00万 | 0.15% | 1,326 | -68 | -4.9% | -$1.95万 | 减仓 |
| GOOGL | ALPHABET INC | $38.80万 | 0.16% | 1,352 | -7 | -0.5% | -$2,009 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $43.30万 | 0.17% | 905 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $46.50万 | 0.19% | 3,742 | -37 | -1.0% | -$4,598 | 减仓 |
| UNP | UNION PAC CORP | $49.50万 | 0.20% | 2,042 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD INDEX FDS | $54.60万 | 0.22% | 1,828 | -259 | -12.4% | -$7.74万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $61.40万 | 0.25% | 2,389 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $64.80万 | 0.26% | 16,680 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD STAR FDS | $65.70万 | 0.26% | 8,524 | -351 | -4.0% | -$2.71万 | 减仓 |
| — | EXXON MOBIL CORP | $83.80万 | 0.34% | 4,941 | -14 | -0.3% | -$2,374 | 减仓 |
| NUSC | NUSHARES ETF TR | $91.10万 | 0.36% | 20,220 | 4,191 | 26.1% | $18.88万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $97.60万 | 0.39% | 19,577 | 2,289 | 13.2% | $11.41万 | 加仓 |
| GNW | GENWORTH FINL INC | $135.20万 | 0.54% | 166,551 | 44,702 | 36.7% | $36.29万 | 加仓 |
| AAPL | APPLE INC | $137.00万 | 0.55% | 5,399 | -20 | -0.4% | -$5,075 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $138.00万 | 0.55% | 18,746 | 8,654 | 85.8% | $63.71万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $143.00万 | 0.57% | 55,773 | -3,126 | -5.3% | -$8.01万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $149.10万 | 0.60% | 2,495 | -3 | -0.1% | -$1,793 | 减仓 |
| PWV | INVESCO EXCHANGE TRADED FD T | $165.80万 | 0.66% | 23,796 | -504 | -2.1% | -$3.51万 | 减仓 |
| NUEM | NUSHARES ETF TR | $260.80万 | 1.04% | 70,995 | 7,618 | 12.0% | $27.98万 | 加仓 |
| NUBD | NUSHARES ETF TR | $282.40万 | 1.13% | 127,184 | 3,562 | 2.9% | $7.91万 | 加仓 |
| NULV | NUSHARES ETF TR | $344.00万 | 1.38% | 75,616 | 14,437 | 23.6% | $65.68万 | 加仓 |
| NULG | NUSHARES ETF TR | $385.00万 | 1.54% | 42,337 | 10,580 | 33.3% | $96.21万 | 加仓 |
| IAGG | ISHARES TR | $402.90万 | 1.61% | 80,531 | 44,049 | 120.7% | $220.38万 | 加仓 |
| NUDM | NUSHARES ETF TR | $752.90万 | 3.01% | 208,516 | 20,724 | 11.0% | $74.83万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $848.40万 | 3.39% | 109,929 | 6,096 | 5.9% | $47.05万 | 加仓 |
| VB | VANGUARD INDEX FDS | $850.60万 | 3.40% | 32,481 | 615 | 1.9% | $16.11万 | 加仓 |
| BLV | VANGUARD BD INDEX FDS | $907.80万 | 3.63% | 131,992 | 4,062 | 3.2% | $27.94万 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $1,090.30万 | 4.36% | 232,230 | 15,197 | 7.0% | $71.35万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $1,293.79万 | 5.18% | 40,329 | 1,142 | 2.9% | $36.64万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $1,442.70万 | 5.77% | 266,969 | 3,006 | 1.1% | $16.24万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $1,983.10万 | 7.93% | 252,921 | 19,844 | 8.5% | $155.59万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $2,168.10万 | 8.67% | 451,230 | -6,840 | -1.5% | -$32.87万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $2,565.30万 | 10.26% | 130,751 | -735 | -0.6% | -$14.42万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $3,132.50万 | 12.53% | 71,719 | 702 | 1.0% | $30.66万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $3,832.10万 | 15.33% | 598,049 | -3,094 | -0.5% | -$19.83万 | 减仓 |