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 |
|---|---|---|---|---|---|---|---|---|
| DIS | DISNEY WALT CO | $1.00万 | 0.00% | 105 | 5 | 5.0% | $476 | 加仓 |
| USHY | ISHARES TR | $1.00万 | 0.00% | 279 | 93 | 50.0% | $3,333 | 加仓 |
| — | LISTED FDS TR | $1.10万 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| GOLF | ACUSHNET HLDGS CORP | $1.20万 | 0.00% | 105 | 2 | 1.9% | $229 | 加仓 |
| AMTM | AMENTUM HOLDINGS INC | $1.30万 | 0.00% | 650 | 14 | 2.2% | $280 | 加仓 |
| TSLA | TESLA INC | $1.40万 | 0.00% | 35 | 8 | 29.6% | $3,200 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1.40万 | 0.00% | 70 | 70 | — | $1.40万 | 新建仓 |
| QQQ | INVESCO QQQ TR | $1.60万 | 0.01% | 22 | 0 | 0.0% | — | 不变 |
| RIVN | RIVIAN AUTOMOTIVE INC | $1.70万 | 0.01% | 1,016 | 10 | 1.0% | $167 | 加仓 |
| IWD | ISHARES TR | $1.70万 | 0.01% | 71 | 0 | 0.0% | — | 不变 |
| PG | PROCTER AND GAMBLE CO | $1.80万 | 0.01% | 123 | 123 | — | $1.80万 | 新建仓 |
| SCHB | SCHWAB STRATEGIC TR | $1.90万 | 0.01% | 657 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $2.00万 | 0.01% | 288 | 288 | — | $2.00万 | 新建仓 |
| ACN | ACCENTURE PLC IRELAND | $2.40万 | 0.01% | 193 | 1 | 0.5% | $124 | 加仓 |
| IEMG | ISHARES INC | $2.40万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $2.40万 | 0.01% | 253 | 84 | 49.7% | $7,968 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $2.50万 | 0.01% | 51 | 51 | — | $2.50万 | 新建仓 |
| ESGV | VANGUARD WORLD FD | $2.60万 | 0.01% | 199 | 0 | 0.0% | — | 不变 |
| PAYX | PAYCHEX INC | $2.70万 | 0.01% | 278 | 3 | 1.1% | $291 | 加仓 |
| CHD | CHURCH & DWIGHT CO INC | $2.70万 | 0.01% | 283 | 5 | 1.8% | $477 | 加仓 |
| GEV | GE VERNOVA INC | $2.70万 | 0.01% | 23 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $2.80万 | 0.01% | 101 | 1 | 1.0% | $277 | 加仓 |
| CTAS | CINTAS CORP | $3.00万 | 0.01% | 180 | 0 | 0.0% | — | 不变 |
| WSM | WILLIAMS SONOMA INC | $3.00万 | 0.01% | 132 | 0 | 0.0% | — | 不变 |
| IYW | ISHARES TR | $3.10万 | 0.01% | 124 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $3.20万 | 0.01% | 78 | 3 | 4.0% | $1,231 | 加仓 |
| TTE | TOTALENERGIES SE | $3.20万 | 0.01% | 424 | 424 | — | $3.20万 | 新建仓 |
| EXC | EXELON CORP | $3.50万 | 0.01% | 760 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $3.60万 | 0.01% | 71 | 2 | 2.9% | $1,014 | 加仓 |
| GE | GE AEROSPACE | $3.60万 | 0.01% | 97 | 3 | 3.2% | $1,113 | 加仓 |
| MDY | SPDR S&P MIDCAP 400 ETF TR | $3.70万 | 0.01% | 54 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORP | $3.70万 | 0.01% | 661 | 536 | 428.8% | $3.00万 | 加仓 |
| UL | UNILEVER PLC | $3.70万 | 0.01% | 622 | 622 | — | $3.70万 | 新建仓 |
| IWR | ISHARES TR | $3.80万 | 0.01% | 350 | 117 | 50.2% | $1.27万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $3.90万 | 0.01% | 177 | 1 | 0.6% | $220 | 加仓 |
| SBUX | STARBUCKS CORP | $3.90万 | 0.01% | 386 | 3 | 0.8% | $303 | 加仓 |
| IYF | ISHARES TR | $4.00万 | 0.01% | 319 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $4.10万 | 0.01% | 578 | 304 | 110.9% | $2.16万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $4.40万 | 0.02% | 87 | -45 | -34.1% | -$2.28万 | 减仓 |
| PPL | PPL CORP | $4.40万 | 0.02% | 1,223 | 0 | 0.0% | — | 不变 |
| FIW | FIRST TR EXCHANGE-TRADED FD | $4.90万 | 0.02% | 456 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORP NEW | $5.10万 | 0.02% | 310 | 105 | 51.2% | $1.73万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $5.20万 | 0.02% | 102 | -95 | -48.2% | -$4.84万 | 减仓 |
| NTR | NUTRIEN LTD | $5.40万 | 0.02% | 867 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $5.40万 | 0.02% | 128 | 2 | 1.6% | $844 | 加仓 |
| IWB | ISHARES TR | $5.50万 | 0.02% | 135 | 45 | 50.0% | $1.83万 | 加仓 |
| ORCL | ORACLE CORP | $5.60万 | 0.02% | 384 | 4 | 1.1% | $583 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $5.70万 | 0.02% | 286 | 4 | 1.4% | $797 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $5.80万 | 0.02% | 233 | 1 | 0.4% | $249 | 加仓 |
| PSX | PHILLIPS 66 | $6.00万 | 0.02% | 355 | -18 | -4.8% | -$3,042 | 减仓 |
| FTNT | FORTINET INC | $6.00万 | 0.02% | 393 | 3 | 0.8% | $458 | 加仓 |
| HSY | HERSHEY CO | $6.60万 | 0.02% | 381 | 0 | 0.0% | — | 不变 |
| ESGD | ISHARES TR | $6.60万 | 0.02% | 650 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $7.00万 | 0.02% | 474 | 10 | 2.2% | $1,477 | 加仓 |
| PEP | PEPSICO INC | $7.10万 | 0.02% | 528 | 2 | 0.4% | $269 | 加仓 |
| DAL | DELTA AIR LINES INC DEL | $7.10万 | 0.02% | 759 | 0 | 0.0% | — | 不变 |
| PPA | INVESCO EXCHANGE TRADED FD T | $7.10万 | 0.02% | 406 | 200 | 97.1% | $3.50万 | 加仓 |
| AMGN | AMGEN INC | $7.30万 | 0.03% | 202 | 2 | 1.0% | $723 | 加仓 |
| J | JACOBS SOLUTIONS INC | $7.50万 | 0.03% | 600 | 0 | 0.0% | — | 不变 |
| SEIC | SEI INVTS CO | $7.60万 | 0.03% | 873 | 0 | 0.0% | — | 不变 |
| BNDW | VANGUARD SCOTTSDALE FDS | $7.70万 | 0.03% | 1,132 | 32 | 2.9% | $2,177 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $8.00万 | 0.03% | 161 | 1 | 0.6% | $497 | 加仓 |
| MBB | ISHARES TR | $8.00万 | 0.03% | 849 | 849 | — | $8.00万 | 新建仓 |
| TROW | PRICE T ROWE GROUP INC | $8.20万 | 0.03% | 728 | 0 | 0.0% | — | 不变 |
| DFAU | DIMENSIONAL ETF TRUST | $8.70万 | 0.03% | 1,699 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES TR | $8.90万 | 0.03% | 900 | 300 | 50.0% | $2.97万 | 加仓 |
| HD | HOME DEPOT INC | $9.30万 | 0.03% | 264 | 4 | 1.5% | $1,409 | 加仓 |
| SYK | STRYKER CORPORATION | $9.40万 | 0.03% | 301 | 1 | 0.3% | $312 | 加仓 |
| IVV | ISHARES TR | $9.50万 | 0.03% | 128 | 0 | 0.0% | — | 不变 |
| SHYG | ISHARES TR | $10.00万 | 0.03% | 2,376 | 2,376 | — | $10.00万 | 新建仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $10.80万 | 0.04% | 281 | 45 | 19.1% | $1.73万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $11.30万 | 0.04% | 1,370 | 1,370 | — | $11.30万 | 新建仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $11.30万 | 0.04% | 2,129 | 2,129 | — | $11.30万 | 新建仓 |
| LOW | LOWES COS INC | $11.40万 | 0.04% | 520 | 2 | 0.4% | $438 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $11.40万 | 0.04% | 3,165 | 1,069 | 51.0% | $3.85万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $12.20万 | 0.04% | 498 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $12.90万 | 0.04% | 348 | 22 | 6.7% | $8,155 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $12.90万 | 0.04% | 509 | 106 | 26.3% | $2.69万 | 加仓 |
| SUSA | ISHARES TR | $12.90万 | 0.04% | 842 | 842 | — | $12.90万 | 新建仓 |
| SPY | SPDR S&P 500 ETF TR | $13.30万 | 0.05% | 179 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $13.30万 | 0.05% | 388 | 7 | 1.8% | $2,399 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $13.80万 | 0.05% | 1,649 | 0 | 0.0% | — | 不变 |
| VWOB | VANGUARD WHITEHALL FDS | $13.80万 | 0.05% | 2,053 | 2,038 | 13,586.7% | $13.70万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $14.80万 | 0.05% | 610 | 610 | — | $14.80万 | 新建仓 |
| SCHC | SCHWAB STRATEGIC TR | $15.10万 | 0.05% | 3,153 | 3,153 | — | $15.10万 | 新建仓 |
| MKL | MARKEL GROUP INC | $15.40万 | 0.05% | 79 | 1 | 1.3% | $1,949 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $15.40万 | 0.05% | 4,191 | 0 | 0.0% | — | 不变 |
| VBIL | VANGUARD INSTL INDEX FD | $15.90万 | 0.06% | 2,113 | 1,893 | 860.5% | $14.24万 | 加仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $16.60万 | 0.06% | 250 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $17.10万 | 0.06% | 1,457 | 8 | 0.6% | $939 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $17.40万 | 0.06% | 1,569 | 2 | 0.1% | $222 | 加仓 |
| AVGO | BROADCOM INC | $17.40万 | 0.06% | 463 | 13 | 2.9% | $4,886 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $17.60万 | 0.06% | 7,636 | 0 | 0.0% | — | 不变 |
| SCHE | SCHWAB STRATEGIC TR | $17.70万 | 0.06% | 4,908 | 0 | 0.0% | — | 不变 |
| DSI | ISHARES TR | $18.70万 | 0.07% | 1,314 | 1,314 | — | $18.70万 | 新建仓 |
| JPM | JPMORGAN CHASE & CO. | $21.60万 | 0.08% | 660 | 9 | 1.4% | $2,945 | 加仓 |
| GOOG | ALPHABET INC | $21.60万 | 0.08% | 613 | 13 | 2.2% | $4,581 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $21.90万 | 0.08% | 6,306 | 5,886 | 1,401.4% | $20.44万 | 重新持有 |
| VYM | VANGUARD WHITEHALL FDS | $24.70万 | 0.09% | 1,569 | 0 | 0.0% | — | 不变 |
| CW | CURTISS WRIGHT CORP | $26.50万 | 0.09% | 350 | 0 | 0.0% | — | 不变 |