EVOLUTION WEALTH MANAGEMENT INC.
FORT MYERS FL · SEC CIK 0002010029
$1.37亿2026Q1 申报市值
852持仓数
35.3%前十大占比 · 第一大 6.0%
121 / 18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
SPYM 加仓+$341.33万
AIM ETF PRODUCTS 新建仓+$340.91万
QQQM 加仓+$138.48万
SPMO 加仓+$129.00万
LISTED FDS TR 加仓+$119.14万
2026Q1 卖出最多 按季末市值估算
PSFF 减仓-$343.85万
SFLR 减仓-$64.62万
UFEB 减仓-$57.00万
SCHX 减仓-$53.91万
JPST 减仓-$34.83万
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 |
|---|---|---|---|---|---|---|---|---|
| EMN | EASTMAN CHEM CO | $1,374 | 0.00% | 18 | 18 | — | $1,374 | 新建仓 |
| ZROZ | PIMCO ETF TR | $1,408 | 0.00% | 22 | -19 | -46.3% | -$1,216 | 减仓 |
| VLTO | VERALTO CORP | $1,415 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| MLN | VANECK ETF TRUST | $1,430 | 0.00% | 82 | 0 | 0.0% | — | 不变 |
| GJUN | FIRST TR EXCHNG TRADED FD VI | $1,459 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| XSSPX | NUVEEN S&P 500 DYNAMIC OVERW | $1,471 | 0.00% | 92 | 92 | — | $1,471 | 新建仓 |
| PALC | PACER FDS TR | $1,502 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| ICSH | ISHARES TR | $1,519 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| LYV | LIVE NATION ENTERTAINMENT IN | $1,525 | 0.00% | 10 | 10 | — | $1,525 | 新建仓 |
| LEU | CENTRUS ENERGY CORP | $1,562 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| EUFN | ISHARES TR | $1,568 | 0.00% | 45 | -42 | -48.3% | -$1,463 | 减仓 |
| PHG | KONINKLIJKE PHILIPS N V | $1,589 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| EXPD | EXPEDITORS INTL WASH INC | $1,719 | 0.00% | 12 | 12 | — | $1,719 | 新建仓 |
| MTCH | MATCH GROUP INC NEW | $1,750 | 0.00% | 57 | 57 | — | $1,750 | 新建仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $1,754 | 0.00% | 94 | 0 | 0.0% | — | 不变 |
| AWK | AMERICAN WTR WKS CO INC NEW | $1,769 | 0.00% | 13 | 13 | — | $1,769 | 新建仓 |
| CELH | CELSIUS HLDGS INC | $1,774 | 0.00% | 50 | -22 | -30.6% | -$781 | 减仓 |
| VOT | VANGUARD INDEX FDS | $1,801 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| RS | RELIANCE INC | $1,824 | 0.00% | 6 | 6 | — | $1,824 | 新建仓 |
| FISR | SSGA ACTIVE TR | $1,852 | 0.00% | 72 | -13 | -15.3% | -$334 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $1,862 | 0.00% | 23 | 23 | — | $1,862 | 新建仓 |
| ES | EVERSOURCE ENERGY | $1,871 | 0.00% | 27 | 27 | — | $1,871 | 新建仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $1,879 | 0.00% | 92 | 0 | 0.0% | — | 不变 |
| VOD | VODAFONE GROUP PLC | $1,893 | 0.00% | 126 | 0 | 0.0% | — | 不变 |
| SU | SUNCOR ENERGY INC NEW | $1,983 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| OKLO | OKLO INC | $1,984 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $2,002 | 0.00% | 102 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC | $2,009 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| PNW | PINNACLE WEST CAP CORP | $2,015 | 0.00% | 20 | 14 | 233.3% | $1,410 | 加仓 |
| RDDT | REDDIT INC | $2,020 | 0.00% | 15 | 15 | — | $2,020 | 新建仓 |
| XYL | XYLEM INC | $2,032 | 0.00% | 17 | 17 | — | $2,032 | 新建仓 |
| FTGC | FIRST TR EXCHANGE TRAD FD VI | $2,067 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| EUAD | SPINNAKER ETF SERIES | $2,078 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| DOV | DOVER CORP | $2,085 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| HEDJ | WISDOMTREE TR | $2,092 | 0.00% | 40 | -33 | -45.2% | -$1,726 | 减仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $2,106 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| NLR | VANECK ETF TRUST | $2,131 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| EOG | EOG RES INC | $2,169 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| VMC | VULCAN MATLS CO | $2,178 | 0.00% | 8 | 8 | — | $2,178 | 新建仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $2,181 | 0.00% | 30 | 30 | — | $2,181 | 新建仓 |
| ITA | ISHARES TR | $2,188 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| WEC | WEC ENERGY GROUP INC | $2,200 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| — | INTERLINK ELECTRS INC | $2,205 | 0.00% | 750 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS DISCOVERY INC | $2,224 | 0.00% | 81 | 0 | 0.0% | — | 不变 |
| SCHM | SCHWAB STRATEGIC TR | $2,229 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| SLVP | ISHARES INC | $2,234 | 0.00% | 63 | 0 | 0.0% | — | 不变 |
| VST | VISTRA CORP | $2,255 | 0.00% | 15 | 5 | 50.0% | $752 | 加仓 |
| CMDT | PIMCO ETF TR | $2,259 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $2,265 | 0.00% | 116 | 0 | 0.0% | — | 不变 |
| HPQ | HP INC | $2,267 | 0.00% | 118 | 0 | 0.0% | — | 不变 |
| BTT | BLACKROCK MUN TARGET TERM TR | $2,270 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| URNM | SPROTT FDS TR | $2,273 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| VSNT | VERSANT MEDIA GROUP INC | $2,295 | 0.00% | 62 | 62 | — | $2,295 | 新建仓 |
| EXPE | EXPEDIA GROUP INC | $2,309 | 0.00% | 10 | -19 | -65.5% | -$4,387 | 减仓 |
| IBB | ISHARES TR | $2,364 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| — | TIDAL TRUST III | $2,375 | 0.00% | 60 | 60 | — | $2,375 | 新建仓 |
| PZA | INVESCO EXCH TRADED FD TR II | $2,436 | 0.00% | 106 | 0 | 0.0% | — | 不变 |
| BMO | BANK MONTREAL MEDIUM | $2,436 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $2,437 | 0.00% | 32 | 32 | — | $2,437 | 新建仓 |
| HUBS | HUBSPOT INC | $2,441 | 0.00% | 10 | 10 | — | $2,441 | 新建仓 |
| MDB | MONGODB INC | $2,448 | 0.00% | 10 | 10 | — | $2,448 | 新建仓 |
| VOX | VANGUARD WORLD FD | $2,518 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| NU | NU HLDGS LTD | $2,615 | 0.00% | 182 | 182 | — | $2,615 | 新建仓 |
| MTUM | ISHARES TR | $2,640 | 0.00% | 11 | 11 | — | $2,640 | 新建仓 |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $2,665 | 0.00% | 12 | 12 | — | $2,665 | 新建仓 |
| RING | ISHARES INC | $2,685 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| SRLN | SSGA ACTIVE ETF TR | $2,689 | 0.00% | 67 | -12 | -15.2% | -$482 | 减仓 |
| MSCI | MSCI INC | $2,695 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| ENVA | ENOVA INTL INC | $2,717 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| — | TIDAL TRUST II | $2,737 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| ALAB | ASTERA LABS INC | $2,740 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| PLD | PROLOGIS INC. | $2,776 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $2,786 | 0.00% | 117 | 0 | 0.0% | — | 不变 |
| BTAL | AGF INVTS TR | $2,792 | 0.00% | 200 | -354 | -63.9% | -$4,942 | 减仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $2,803 | 0.00% | 31 | 31 | — | $2,803 | 新建仓 |
| EMHC | SPDR SERIES TRUST | $2,852 | 0.00% | 115 | -20 | -14.8% | -$496 | 减仓 |
| Z | ZILLOW GROUP INC | $2,855 | 0.00% | 69 | 69 | — | $2,855 | 新建仓 |
| CII | BLACKROCK ENHANCED LARGE CAP | $2,880 | 0.00% | 137 | 6 | 4.6% | $126 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $2,898 | 0.00% | 34 | 9 | 36.0% | $767 | 加仓 |
| RGEN | REPLIGEN CORP | $2,946 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| AWR | AMER STATES WTR CO | $2,949 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| TVTX | TRAVERE THERAPEUTICS INC | $2,971 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| LQD | ISHARES TR | $3,052 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| LHX | L3HARRIS TECHNOLOGIES INC | $3,106 | 0.00% | 9 | 9 | — | $3,106 | 新建仓 |
| LDOS | LEIDOS HOLDINGS INC | $3,110 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| IXC | ISHARES TR | $3,111 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| VTRS | VIATRIS INC | $3,188 | 0.00% | 236 | 0 | 0.0% | — | 不变 |
| BNY | BANK NEW YORK MELLON CORP | $3,203 | 0.00% | 27 | -112 | -80.6% | -$1.33万 | 减仓 |
| PAYX | PAYCHEX INC | $3,224 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| PWR | QUANTA SVCS INC | $3,294 | 0.00% | 6 | 6 | — | $3,294 | 新建仓 |
| SRE | SEMPRA | $3,304 | 0.00% | 34 | 34 | — | $3,304 | 新建仓 |
| IGIB | ISHARES TR | $3,353 | 0.00% | 63 | 0 | 0.0% | — | 不变 |
| — | CATALYST PHARMACEUTICALS INC | $3,367 | 0.00% | 136 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $3,393 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| WPM | WHEATON PRECIOUS METALS CORP | $3,406 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCHANGE TRADED FD T | $3,442 | 0.00% | 69 | 0 | 0.0% | — | 不变 |
| — | AMPLIFY ETF TR | $3,469 | 0.00% | 233 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $3,488 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| PJT | PJT PARTNERS INC | $3,493 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| SLB | SLB LIMITED | $3,546 | 0.00% | 69 | -100 | -59.2% | -$5,139 | 减仓 |