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 |
|---|---|---|---|---|---|---|---|---|
| VEA | VANGUARD TAX-MANAGED FDS | $4,389.80万 | 15.31% | 616,125 | 18,076 | 3.0% | $128.79万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $3,812.90万 | 13.30% | 442,641 | 12,327 | 2.9% | $106.18万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $2,895.40万 | 10.10% | 132,861 | 2,110 | 1.6% | $45.98万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $2,679.60万 | 9.34% | 553,304 | 102,074 | 22.6% | $494.33万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $2,098.30万 | 7.32% | 269,333 | 16,412 | 6.5% | $127.86万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $1,676.70万 | 5.85% | 280,908 | 13,939 | 5.2% | $83.20万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $1,492.33万 | 5.20% | 40,329 | 0 | 0.0% | — | 不变 |
| VMBS | VANGUARD SCOTTSDALE FDS | $1,158.40万 | 4.04% | 247,486 | 15,256 | 6.6% | $71.41万 | 加仓 |
| BLV | VANGUARD BD INDEX FDS | $1,036.60万 | 3.61% | 150,385 | 18,393 | 13.9% | $126.78万 | 加仓 |
| VB | VANGUARD INDEX FDS | $1,027.60万 | 3.58% | 33,903 | 1,422 | 4.4% | $43.10万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $913.80万 | 3.19% | 119,149 | 9,220 | 8.4% | $70.71万 | 加仓 |
| NUDM | NUSHARES ETF TR | $833.30万 | 2.91% | 208,235 | -281 | -0.1% | -$1.12万 | 减仓 |
| NULG | NUSHARES ETF TR | $500.70万 | 1.75% | 42,779 | 442 | 1.0% | $5.17万 | 加仓 |
| NULV | NUSHARES ETF TR | $378.00万 | 1.32% | 75,631 | 15 | 0.0% | $750 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $305.70万 | 1.07% | 103,898 | 48,125 | 86.3% | $141.60万 | 加仓 |
| NUEM | NUSHARES ETF TR | $304.30万 | 1.06% | 71,718 | 723 | 1.0% | $3.07万 | 加仓 |
| NUBD | NUSHARES ETF TR | $278.60万 | 0.97% | 125,902 | -1,282 | -1.0% | -$2.84万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $225.00万 | 0.78% | 3,277 | 782 | 31.3% | $53.69万 | 加仓 |
| PWV | INVESCO EXCHANGE TRADED FD T | $180.30万 | 0.63% | 23,796 | 0 | 0.0% | — | 不变 |
| GNW | GENWORTH FINL INC | $162.00万 | 0.56% | 170,221 | 3,670 | 2.2% | $3.49万 | 加仓 |
| AAPL | APPLE INC | $157.40万 | 0.55% | 5,442 | 43 | 0.8% | $1.24万 | 加仓 |
| NUSC | NUSHARES ETF TR | $106.00万 | 0.37% | 20,350 | 130 | 0.6% | $6,771 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $99.30万 | 0.35% | 19,636 | 59 | 0.3% | $2,984 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $73.90万 | 0.26% | 16,680 | 0 | 0.0% | — | 不变 |
| VOT | VANGUARD INDEX FDS | $73.10万 | 0.25% | 2,389 | 0 | 0.0% | — | 不变 |
| 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 |
| GOOGL | ALPHABET INC | $64.80万 | 0.23% | 1,813 | 461 | 34.1% | $16.48万 | 加仓 |
| VV | VANGUARD INDEX FDS | $62.40万 | 0.22% | 1,816 | -12 | -0.7% | -$4,123 | 减仓 |
| IAGG | ISHARES TR | $58.40万 | 0.20% | 11,557 | -68,974 | -85.6% | -$348.54万 | 减仓 |
| VUSB | VANGUARD BD INDEX FDS | $57.90万 | 0.20% | 11,650 | 9,135 | 363.2% | $45.40万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $56.30万 | 0.20% | 7,134 | 2,680 | 60.2% | $21.15万 | 加仓 |
| UNP | UNION PAC CORP | $53.20万 | 0.19% | 1,957 | -85 | -4.2% | -$2.31万 | 减仓 |
| FNDF | SCHWAB STRATEGIC TR | $49.80万 | 0.17% | 9,453 | 9,453 | — | $49.80万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $45.50万 | 0.16% | 911 | 6 | 0.7% | $2,997 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $43.30万 | 0.15% | 15,645 | 4,851 | 44.9% | $13.43万 | 加仓 |
| VO | VANGUARD INDEX FDS | $42.70万 | 0.15% | 5,304 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $40.80万 | 0.14% | 1,715 | 265 | 18.3% | $6.30万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $39.20万 | 0.14% | 11,589 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD INTL EQUITY INDEX F | $38.50万 | 0.13% | 2,454 | 380 | 18.3% | $5.96万 | 加仓 |
| WFC | WELLS FARGO CO NEW | $35.80万 | 0.12% | 4,342 | 8 | 0.2% | $660 | 加仓 |
| ORI | OLD REP INTL CORP | $31.40万 | 0.11% | 7,684 | 2 | 0.0% | $82 | 加仓 |
| WMT | WALMART INC | $30.10万 | 0.10% | 2,658 | -1,084 | -29.0% | -$12.28万 | 减仓 |
| NI | NISOURCE INC | $28.20万 | 0.10% | 5,932 | 0 | 0.0% | — | 不变 |
| VGIT | VANGUARD SCOTTSDALE FDS | $28.00万 | 0.10% | 4,761 | 4,761 | — | $28.00万 | 新建仓 |
| D | DOMINION ENERGY INC | $27.80万 | 0.10% | 4,084 | 2,117 | 107.6% | $14.41万 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $27.70万 | 0.10% | 10,474 | 10,474 | — | $27.70万 | 新建仓 |
| CW | CURTISS WRIGHT CORP | $26.50万 | 0.09% | 350 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD WHITEHALL FDS | $24.70万 | 0.09% | 1,569 | 0 | 0.0% | — | 不变 |
| SCHV | SCHWAB STRATEGIC TR | $21.90万 | 0.08% | 6,306 | 5,886 | 1,401.4% | $20.44万 | 重新持有 |
| 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 |
| DSI | ISHARES TR | $18.70万 | 0.07% | 1,314 | 1,314 | — | $18.70万 | 新建仓 |
| SCHE | SCHWAB STRATEGIC TR | $17.70万 | 0.06% | 4,908 | 0 | 0.0% | — | 不变 |
| SCHZ | SCHWAB STRATEGIC TR | $17.60万 | 0.06% | 7,636 | 0 | 0.0% | — | 不变 |
| 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 |
| CSCO | CISCO SYS INC | $17.10万 | 0.06% | 1,457 | 8 | 0.6% | $939 | 加仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $16.60万 | 0.06% | 250 | 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 |
| 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 |
| SCHC | SCHWAB STRATEGIC TR | $15.10万 | 0.05% | 3,153 | 3,153 | — | $15.10万 | 新建仓 |
| VBR | VANGUARD INDEX FDS | $14.80万 | 0.05% | 610 | 610 | — | $14.80万 | 新建仓 |
| 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 |
| 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 |
| 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 |
| VXF | VANGUARD INDEX FDS | $12.20万 | 0.04% | 498 | 0 | 0.0% | — | 不变 |
| 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 |
| 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 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $10.80万 | 0.04% | 281 | 45 | 19.1% | $1.73万 | 加仓 |
| SHYG | ISHARES TR | $10.00万 | 0.03% | 2,376 | 2,376 | — | $10.00万 | 新建仓 |
| IVV | ISHARES TR | $9.50万 | 0.03% | 128 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION | $9.40万 | 0.03% | 301 | 1 | 0.3% | $312 | 加仓 |
| HD | HOME DEPOT INC | $9.30万 | 0.03% | 264 | 4 | 1.5% | $1,409 | 加仓 |
| AGG | ISHARES TR | $8.90万 | 0.03% | 900 | 300 | 50.0% | $2.97万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $8.70万 | 0.03% | 1,699 | 0 | 0.0% | — | 不变 |
| TROW | PRICE T ROWE GROUP INC | $8.20万 | 0.03% | 728 | 0 | 0.0% | — | 不变 |
| 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 |
| BNDW | VANGUARD SCOTTSDALE FDS | $7.70万 | 0.03% | 1,132 | 32 | 2.9% | $2,177 | 加仓 |
| SEIC | SEI INVTS CO | $7.60万 | 0.03% | 873 | 0 | 0.0% | — | 不变 |
| J | JACOBS SOLUTIONS INC | $7.50万 | 0.03% | 600 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $7.30万 | 0.03% | 202 | 2 | 1.0% | $723 | 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 |
| IJR | ISHARES TR | $7.00万 | 0.02% | 474 | 10 | 2.2% | $1,477 | 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 |
| 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 |
| CEG | CONSTELLATION ENERGY CORP | $5.80万 | 0.02% | 233 | 1 | 0.4% | $249 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $5.70万 | 0.02% | 286 | 4 | 1.4% | $797 | 加仓 |