EVOLUTION WEALTH MANAGEMENT INC.
FORT MYERS FL · SEC CIK 0002010029
$1.70亿2026Q2 申报市值
935持仓数
36.1%前十大占比 · 第一大 6.9%
130 / 48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
SPYM 加仓+$238.44万
LALT 新建仓+$211.99万
SPMO 加仓+$145.01万
QQQM 加仓+$122.49万
BOXX 新建仓+$98.37万
2026Q2 卖出最多 按季末市值估算
SGOV 减仓-$55.39万
DYNF 减仓-$37.93万
OVL 减仓-$31.44万
FN 减仓-$28.22万
VOO 减仓-$27.89万
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 |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | $1,181.46万 | 6.95% | 134,440 | 27,132 | 25.3% | $238.44万 | 加仓 |
| SFLR | INNOVATOR ETFS TRUST | $843.44万 | 4.96% | 218,621 | -6,275 | -2.8% | -$24.21万 | 减仓 |
| PSFF | PACER FDS TR | $805.59万 | 4.74% | 234,797 | -6,958 | -2.9% | -$23.87万 | 减仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $562.88万 | 3.31% | 135,699 | 4,909 | 3.8% | $20.36万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $535.44万 | 3.15% | 33,146 | 8,977 | 37.1% | $145.01万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $524.17万 | 3.08% | 17,301 | 4,043 | 30.5% | $122.49万 | 加仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $497.11万 | 2.92% | 108,823 | 6,124 | 6.0% | $27.97万 | 加仓 |
| — | LISTED FDS TR | $443.82万 | 2.61% | 217,195 | 39,290 | 22.1% | $80.29万 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $417.20万 | 2.45% | 145,350 | 20,113 | 16.1% | $57.73万 | 加仓 |
| EFG | ISHARES TR | $331.85万 | 1.95% | 26,672 | 6,908 | 35.0% | $85.95万 | 加仓 |
| AGGH | SIMPLIFY EXCHANGE TRADED FUN | $329.82万 | 1.94% | 163,520 | 27,396 | 20.1% | $55.26万 | 加仓 |
| EFV | ISHARES TR | $325.87万 | 1.92% | 42,570 | 10,802 | 34.0% | $82.69万 | 加仓 |
| HEQT | SIMPLIFY EXCHANGE TRADED FUN | $281.26万 | 1.65% | 83,859 | 9,129 | 12.2% | $30.62万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $278.46万 | 1.64% | 4,054 | -406 | -9.1% | -$27.89万 | 减仓 |
| IVV | ISHARES TR | $252.38万 | 1.48% | 3,370 | 41 | 1.2% | $3.07万 | 加仓 |
| LALT | FIRST TR EXCHNG TRADED FD VI | $211.99万 | 1.25% | 88,219 | 88,219 | — | $211.99万 | 新建仓 |
| OVL | LISTED FDS TR | $206.57万 | 1.21% | 36,489 | -5,554 | -13.2% | -$31.44万 | 减仓 |
| VTHR | VANGUARD SCOTTSDALE FDS | $192.29万 | 1.13% | 5,802 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $187.46万 | 1.10% | 9,843 | -1,060 | -9.7% | -$20.19万 | 减仓 |
| DBEF | DBX ETF TR | $186.95万 | 1.10% | 34,221 | 3,350 | 10.9% | $18.30万 | 加仓 |
| AAPL | APPLE INC | $173.33万 | 1.02% | 5,990 | 208 | 3.6% | $6.02万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $171.85万 | 1.01% | 58,394 | 556 | 1.0% | $1.64万 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $164.20万 | 0.97% | 18,002 | 5,857 | 48.2% | $53.42万 | 加仓 |
| HYS | PIMCO ETF TR | $156.19万 | 0.92% | 16,701 | 1,890 | 12.8% | $17.68万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $152.77万 | 0.90% | 41,530 | -1,862 | -4.3% | -$6.85万 | 减仓 |
| IFRA | ISHARES TR | $139.91万 | 0.82% | 22,194 | 6,621 | 42.5% | $41.74万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $136.70万 | 0.80% | 15,870 | 2,340 | 17.3% | $20.16万 | 加仓 |
| MSFT | MICROSOFT CORP | $129.97万 | 0.76% | 3,484 | 117 | 3.5% | $4.36万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $125.68万 | 0.74% | 1,683 | 658 | 64.2% | $49.14万 | 加仓 |
| AMZN | AMAZON COM INC | $122.22万 | 0.72% | 5,128 | 1,239 | 31.9% | $29.53万 | 加仓 |
| QUAL | ISHARES TR | $120.77万 | 0.71% | 5,504 | -736 | -11.8% | -$16.15万 | 减仓 |
| QQQ | INVESCO QQQ TR | $111.58万 | 0.66% | 1,515 | -368 | -19.5% | -$27.10万 | 减仓 |
| BOXX | EA SERIES TRUST | $98.37万 | 0.58% | 8,401 | 8,401 | — | $98.37万 | 新建仓 |
| SGOV | ISHARES TR | $96.99万 | 0.57% | 9,634 | -5,502 | -36.4% | -$55.39万 | 减仓 |
| IVW | ISHARES TR | $94.79万 | 0.56% | 6,892 | -730 | -9.6% | -$10.04万 | 减仓 |
| QFLR | INNOVATOR ETFS TRUST | $94.10万 | 0.55% | 25,795 | -5,492 | -17.6% | -$20.03万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $91.26万 | 0.54% | 13,419 | -5,577 | -29.4% | -$37.93万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $89.07万 | 0.52% | 28,088 | -2,806 | -9.1% | -$8.90万 | 减仓 |
| AVGO | BROADCOM INC | $87.05万 | 0.51% | 2,304 | 837 | 57.1% | $31.62万 | 加仓 |
| DMAY | FIRST TR EXCHNG TRADED FD VI | $86.27万 | 0.51% | 18,308 | -5 | -0.0% | -$236 | 减仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $82.44万 | 0.48% | 13,464 | -2,886 | -17.7% | -$17.67万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $77.21万 | 0.45% | 669 | 189 | 39.4% | $21.81万 | 加仓 |
| GOOGL | ALPHABET INC | $76.72万 | 0.45% | 2,147 | 131 | 6.5% | $4.68万 | 加仓 |
| — | LISTED FDS TR | $76.18万 | 0.45% | 34,904 | 7,823 | 28.9% | $17.07万 | 加仓 |
| DOCT | FIRST TR EXCHNG TRADED FD VI | $74.17万 | 0.44% | 15,888 | -84 | -0.5% | -$3,921 | 减仓 |
| DDWM | WISDOMTREE TR | $69.60万 | 0.41% | 15,071 | 222 | 1.5% | $1.03万 | 加仓 |
| DTD | WISDOMTREE TR | $69.43万 | 0.41% | 7,446 | 270 | 3.8% | $2.52万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $67.77万 | 0.40% | 1,564 | 25 | 1.6% | $1.08万 | 加仓 |
| XLSR | SSGA ACTIVE TR | $61.90万 | 0.36% | 9,544 | -580 | -5.7% | -$3.76万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $60.39万 | 0.36% | 11,985 | 1,250 | 11.6% | $6.30万 | 加仓 |
| — | ELEVATION SERIES TRUST | $59.62万 | 0.35% | 23,734 | 6,056 | 34.3% | $15.21万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $58.43万 | 0.34% | 1,579 | -78 | -4.7% | -$2.89万 | 减仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $55.85万 | 0.33% | 4,191 | 729 | 21.1% | $9.71万 | 加仓 |
| IWB | ISHARES TR | $55.28万 | 0.33% | 1,350 | 0 | 0.0% | — | 不变 |
| IYW | ISHARES TR | $55.24万 | 0.32% | 2,190 | -14 | -0.6% | -$3,531 | 减仓 |
| BAC | BANK AMERICA CORP | $54.38万 | 0.32% | 9,544 | 2,202 | 30.0% | $12.55万 | 加仓 |
| IWY | ISHARES TR | $53.82万 | 0.32% | 1,852 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $52.36万 | 0.31% | 2,213 | 674 | 43.8% | $15.95万 | 加仓 |
| DJAN | FIRST TR EXCHNG TRADED FD VI | $52.23万 | 0.31% | 11,473 | -6 | -0.1% | -$273 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $52.13万 | 0.31% | 10,068 | 611 | 6.5% | $3.16万 | 加仓 |
| DJUL | FIRST TR EXCHNG TRADED FD VI | $52.04万 | 0.31% | 10,377 | -225 | -2.1% | -$1.13万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $51.84万 | 0.30% | 20,368 | 941 | 4.8% | $2.39万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $49.50万 | 0.29% | 6,107 | 0 | 0.0% | — | 不变 |
| — | LISTED FDS TR | $47.07万 | 0.28% | 21,607 | 21,116 | 4,300.6% | $46.00万 | 加仓 |
| GLD | SPDR GOLD TR | $45.90万 | 0.27% | 1,246 | 46 | 3.8% | $1.69万 | 加仓 |
| EMXC | ISHARES INC | $44.89万 | 0.26% | 4,388 | -246 | -5.3% | -$2.52万 | 减仓 |
| DHS | WISDOMTREE TR | $44.37万 | 0.26% | 3,902 | 67 | 1.7% | $7,618 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $43.60万 | 0.26% | 6,120 | 139 | 2.3% | $9,904 | 加仓 |
| — | INNOVATOR ETFS TRUST | $43.49万 | 0.26% | 16,735 | -2 | -0.0% | -$52 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $43.21万 | 0.25% | 1,320 | 501 | 61.2% | $16.40万 | 加仓 |
| LLY | ELI LILLY & CO | $43.06万 | 0.25% | 359 | 36 | 11.1% | $4.32万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $40.47万 | 0.24% | 8,213 | -5 | -0.1% | -$246 | 减仓 |
| IGSB | ISHARES TR | $39.72万 | 0.23% | 7,578 | 320 | 4.4% | $1.68万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $38.27万 | 0.23% | 1,799 | 1,217 | 209.1% | $25.89万 | 加仓 |
| IUSB | ISHARES TR | $38.16万 | 0.22% | 8,269 | -1,089 | -11.6% | -$5.03万 | 减仓 |
| AVUS | AMERICAN CENTY ETF TR | $37.23万 | 0.22% | 2,907 | -56 | -1.9% | -$7,172 | 减仓 |
| VGT | VANGUARD WORLD FD | $35.95万 | 0.21% | 3,008 | 1,880 | 166.7% | $22.47万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $35.95万 | 0.21% | 13,056 | -379 | -2.8% | -$1.04万 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $35.82万 | 0.21% | 15,487 | -323 | -2.0% | -$7,471 | 减仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $35.48万 | 0.21% | 3,143 | 0 | 0.0% | — | 不变 |
| DNOV | FIRST TR EXCHNG TRADED FD VI | $35.32万 | 0.21% | 6,878 | -1 | -0.0% | -$51 | 减仓 |
| — | INNOVATOR ETFS TRUST | $34.65万 | 0.20% | 13,342 | 3,845 | 40.5% | $9.98万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $34.38万 | 0.20% | 687 | -129 | -15.8% | -$6.46万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $33.71万 | 0.20% | 1,547 | 128 | 9.0% | $2.79万 | 加仓 |
| TUA | SIMPLIFY EXCHANGE TRADED FUN | $33.55万 | 0.20% | 16,426 | -1,682 | -9.3% | -$3.44万 | 减仓 |
| HMOP | HARTFORD FDS EXCHANGE TRADED | $33.39万 | 0.20% | 8,529 | 778 | 10.0% | $3.05万 | 加仓 |
| BILZ | PIMCO ETF TR | $31.96万 | 0.19% | 3,167 | 394 | 14.2% | $3.98万 | 加仓 |
| IVE | ISHARES TR | $31.31万 | 0.18% | 1,379 | -391 | -22.1% | -$8.88万 | 减仓 |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | $30.85万 | 0.18% | 4,115 | 0 | 0.0% | — | 不变 |
| DAUG | FIRST TR EXCHNG TRADED FD VI | $30.66万 | 0.18% | 6,544 | 0 | 0.0% | — | 不变 |
| AEE | AMEREN CORP | $30.44万 | 0.18% | 2,693 | 0 | 0.0% | — | 不变 |
| IQDG | WISDOMTREE TR | $30.36万 | 0.18% | 7,048 | 149 | 2.2% | $6,419 | 加仓 |
| — | INNOVATOR ETFS TRUST | $30.27万 | 0.18% | 7,192 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $30.26万 | 0.18% | 858 | 332 | 63.1% | $11.71万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $30.17万 | 0.18% | 1,188 | 533 | 81.4% | $13.54万 | 加仓 |
| IEFA | ISHARES TR | $30.14万 | 0.18% | 3,121 | 290 | 10.2% | $2.80万 | 加仓 |
| DSEP | FIRST TR EXCHNG TRADED FD VI | $30.08万 | 0.18% | 6,340 | -299 | -4.5% | -$1.42万 | 减仓 |
| TAXX | BONDBLOXX ETF TRUST | $29.91万 | 0.18% | 5,894 | 5,894 | — | $29.91万 | 新建仓 |
| AAUS | EA SERIES TRUST | $28.78万 | 0.17% | 4,818 | 4,818 | — | $28.78万 | 新建仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $28.14万 | 0.17% | 13,702 | 13,702 | — | $28.14万 | 新建仓 |