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 |
|---|---|---|---|---|---|---|---|---|
| FTCB | FIRST TR EXCHANGE-TRADED FD | $3,563 | 0.00% | 170 | 0 | 0.0% | — | 不变 |
| NEM | NEWMONT CORP | $3,572 | 0.00% | 33 | 23 | 230.0% | $2,490 | 加仓 |
| ETR | ENTERGY CORP NEW | $3,596 | 0.00% | 32 | 32 | — | $3,596 | 新建仓 |
| NI | NISOURCE INC | $3,639 | 0.00% | 78 | 0 | 0.0% | — | 不变 |
| ZM | ZOOM COMMUNICATIONS INC | $3,698 | 0.00% | 46 | 46 | — | $3,698 | 新建仓 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $3,702 | 0.00% | 76 | 0 | 0.0% | — | 不变 |
| VXF | VANGUARD INDEX FDS | $3,704 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| LIT | GLOBAL X FDS | $3,718 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| SCCO | SOUTHERN COPPER CORP | $3,785 | 0.00% | 22 | 22 | — | $3,785 | 新建仓 |
| TRV | TRAVELERS COMPANIES INC | $3,792 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| AOA | ISHARES TR | $3,805 | 0.00% | 43 | 43 | — | $3,805 | 新建仓 |
| NVS | NOVARTIS AG | $3,819 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| KNTK | KINETIK HOLDINGS INC | $3,873 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| KRE | SPDR SERIES TRUST | $3,909 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| VGLT | VANGUARD SCOTTSDALE FDS | $3,930 | 0.00% | 71 | 71 | — | $3,930 | 新建仓 |
| AZN | ASTRAZENECA PLC | $3,944 | 0.00% | 20 | 20 | — | $3,944 | 新建仓 |
| ORI | OLD REP INTL CORP | $3,990 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| VCLT | VANGUARD SCOTTSDALE FDS | $4,035 | 0.00% | 54 | -45 | -45.5% | -$3,362 | 减仓 |
| CRF | CORNERSTONE TOTAL RETURN FD | $4,170 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| ZS | ZSCALER INC | $4,209 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| TWLO | TWILIO INC | $4,278 | 0.00% | 34 | 34 | — | $4,278 | 新建仓 |
| SPHY | SPDR SERIES TRUST | $4,291 | 0.00% | 184 | 0 | 0.0% | — | 不变 |
| IWX | ISHARES TR | $4,355 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| TSCO | TRACTOR SUPPLY CO | $4,394 | 0.00% | 97 | 97 | — | $4,394 | 新建仓 |
| GSK | GSK PLC | $4,415 | 0.00% | 80 | 80 | — | $4,415 | 新建仓 |
| WCLD | WISDOMTREE TR | $4,426 | 0.00% | 162 | 0 | 0.0% | — | 不变 |
| EME | EMCOR GROUP INC | $4,430 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| PGR | PROGRESSIVE CORP | $4,560 | 0.00% | 23 | -989 | -97.7% | -$19.61万 | 减仓 |
| FUMB | FIRST TR EXCH TRADED FD III | $4,632 | 0.00% | 231 | 0 | 0.0% | — | 不变 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $4,652 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| CPAY | CORPAY INC | $4,656 | 0.00% | 16 | 16 | — | $4,656 | 新建仓 |
| CM | CANADIAN IMPERIAL BANK OF CO | $4,738 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| TSI | TCW STRATEGIC INCOME FD INC | $4,764 | 0.00% | 1,061 | 0 | 0.0% | — | 不变 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $4,787 | 0.00% | 51 | 51 | — | $4,787 | 新建仓 |
| ARKW | ARK ETF TR | $4,824 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| SPOT | SPOTIFY TECHNOLOGY S A | $4,849 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| BBY | BEST BUY INC | $4,879 | 0.00% | 76 | 0 | 0.0% | — | 不变 |
| VCR | VANGUARD WORLD FD | $4,881 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| SE | SEA LTD | $4,886 | 0.00% | 59 | 59 | — | $4,886 | 新建仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $4,938 | 0.00% | 105 | 105 | — | $4,938 | 新建仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $5,002 | 0.00% | 18 | 18 | — | $5,002 | 新建仓 |
| AAMI | ACADIAN ASSET MANAGEMENT INC | $5,007 | 0.00% | 92 | 0 | 0.0% | — | 不变 |
| BABA | ALIBABA GROUP HLDG LTD | $5,018 | 0.00% | 40 | 40 | — | $5,018 | 新建仓 |
| LW | LAMB WESTON HLDGS INC | $5,029 | 0.00% | 119 | 0 | 0.0% | — | 不变 |
| WCN | WASTE CONNECTIONS INC | $5,036 | 0.00% | 31 | 31 | — | $5,036 | 新建仓 |
| — | WISDOMTREE TR | $5,039 | 0.00% | 202 | 0 | 0.0% | — | 不变 |
| KRP | KIMBELL RTY PARTNERS LP | $5,065 | 0.00% | 350 | 0 | 0.0% | — | 不变 |
| QQEW | FIRST TR EXCHANGE-TRADED FD | $5,085 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $5,163 | 0.00% | 93 | 0 | 0.0% | — | 不变 |
| MELI | MERCADOLIBRE INC | $5,187 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $5,192 | 0.00% | 6 | 5 | 500.0% | $4,327 | 加仓 |
| ALB | ALBEMARLE CORP | $5,206 | 0.00% | 29 | 29 | — | $5,206 | 新建仓 |
| GERN | GERON CORP | $5,215 | 0.00% | 3,500 | 0 | 0.0% | — | 不变 |
| ZIM | ZIM INTEGRATED SHIPPING SERV | $5,270 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| DRI | DARDEN RESTAURANTS INC | $5,293 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| MAIN | MAIN STR CAP CORP | $5,296 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| SNY | SANOFI SA | $5,300 | 0.00% | 110 | 0 | 0.0% | — | 不变 |
| SYM | SYMBOTIC INC | $5,320 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND | $5,354 | 0.00% | 27 | 27 | — | $5,354 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $5,362 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| TMDX | TRANSMEDICS GROUP INC | $5,368 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $5,374 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| DASH | DOORDASH INC | $5,405 | 0.00% | 36 | 36 | — | $5,405 | 新建仓 |
| BGRN | ISHARES TR | $5,412 | 0.00% | 114 | 114 | — | $5,412 | 新建仓 |
| — | VOLATILITY SHS TR | $5,458 | 0.00% | 720 | 0 | 0.0% | — | 不变 |
| MRSH | MARSH & MCLENNAN COS INC | $5,550 | 0.00% | 32 | 29 | 966.7% | $5,030 | 加仓 |
| FISV | FISERV INC | $5,580 | 0.00% | 100 | 100 | — | $5,580 | 新建仓 |
| FDD | FIRST TR EXCHANGE-TRADED FD | $5,592 | 0.00% | 314 | 0 | 0.0% | — | 不变 |
| AYI | ACUITY INC | $5,604 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| XONE | BONDBLOXX ETF TRUST | $5,645 | 0.00% | 114 | 0 | 0.0% | — | 不变 |
| THC | TENET HEALTHCARE CORP | $5,661 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| EQT | EQT CORP | $5,664 | 0.00% | 89 | 89 | — | $5,664 | 新建仓 |
| SPIB | SPDR SERIES TRUST | $5,668 | 0.00% | 169 | -29 | -14.6% | -$973 | 减仓 |
| MPLX | MPLX LP | $5,707 | 0.00% | 100 | 100 | — | $5,707 | 新建仓 |
| SPGP | INVESCO EXCHANGE TRADED FD T | $5,811 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| SDCI | USCF ETF TR | $5,829 | 0.00% | 214 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LTD SWITZ | $5,867 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| HYMB | SPDR SERIES TRUST | $5,952 | 0.00% | 240 | 0 | 0.0% | — | 不变 |
| VICR | VICOR CORP | $5,957 | 0.00% | 37 | 37 | — | $5,957 | 新建仓 |
| GVAL | CAMBRIA ETF TR | $5,971 | 0.00% | 180 | 0 | 0.0% | — | 不变 |
| TD | TORONTO DOMINION BK ONT | $6,065 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| MARA | MARA HOLDINGS INC | $6,120 | 0.00% | 750 | 0 | 0.0% | — | 不变 |
| — | ALPS ETF TR | $6,160 | 0.00% | 275 | 0 | 0.0% | — | 不变 |
| DNP | DNP SELECT INCOME FD INC | $6,190 | 0.00% | 601 | 0 | 0.0% | — | 不变 |
| FLQM | FRANKLIN TEMPLETON ETF TR | $6,207 | 0.00% | 113 | 0 | 0.0% | — | 不变 |
| IJJ | ISHARES TR | $6,228 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| FSSL | FS SPECIALTY LENDING FD | $6,242 | 0.00% | 499 | 0 | 0.0% | — | 不变 |
| BLOK | AMPLIFY ETF TR | $6,276 | 0.00% | 126 | 0 | 0.0% | — | 不变 |
| VGIT | VANGUARD SCOTTSDALE FDS | $6,372 | 0.00% | 107 | 107 | — | $6,372 | 新建仓 |
| IDU | ISHARES TR | $6,386 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| CWT | CALIFORNIA WTR SVC GROUP | $6,393 | 0.00% | 141 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP | $6,424 | 0.00% | 53 | 13 | 32.5% | $1,576 | 加仓 |
| QCOM | QUALCOMM INC | $6,439 | 0.00% | 50 | -22 | -30.6% | -$2,833 | 减仓 |
| DGRS | WISDOMTREE TR | $6,461 | 0.00% | 122 | 0 | 0.0% | — | 不变 |
| — | GLOBAL X FDS | $6,518 | 0.00% | 149 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL INC NEW | $6,541 | 0.00% | 20 | 7 | 53.8% | $2,289 | 加仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $6,549 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO | $6,551 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| RF | REGIONS FINANCIAL CORP NEW | $6,582 | 0.00% | 252 | 252 | — | $6,582 | 新建仓 |
| AFL | AFLAC INC | $6,583 | 0.00% | 60 | 0 | 0.0% | — | 不变 |