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 |
|---|---|---|---|---|---|---|---|---|
| EMHC | SPDR SERIES TRUST | $2,926 | 0.00% | 115 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $2,977 | 0.00% | 19 | 12 | 171.4% | $1,880 | 加仓 |
| SWK | STANLEY BLACK & DECKER INC | $3,012 | 0.00% | 32 | 32 | — | $3,012 | 新建仓 |
| KLAC | KLA CORP | $3,017 | 0.00% | 10 | 10 | — | $3,017 | 新建仓 |
| IYT | ISHARES TR | $3,036 | 0.00% | 35 | 35 | — | $3,036 | 新建仓 |
| XLY | SELECT SECTOR SPDR TR | $3,049 | 0.00% | 26 | 14 | 116.7% | $1,642 | 加仓 |
| LQD | ISHARES TR | $3,054 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| TSCO | TRACTOR SUPPLY CO | $3,066 | 0.00% | 97 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $3,136 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| SRE | SEMPRA | $3,152 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| SLB | SLB LIMITED | $3,208 | 0.00% | 69 | 0 | 0.0% | — | 不变 |
| AWR | AMER STATES WTR CO | $3,223 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| IBDR | ISHARES TR | $3,271 | 0.00% | 135 | 135 | — | $3,271 | 新建仓 |
| SPLB | SPDR SERIES TRUST | $3,293 | 0.00% | 147 | 147 | — | $3,293 | 新建仓 |
| IBDT | ISHARES TR | $3,308 | 0.00% | 131 | 131 | — | $3,308 | 新建仓 |
| IBDS | ISHARES TR | $3,318 | 0.00% | 137 | 137 | — | $3,318 | 新建仓 |
| IGIB | ISHARES TR | $3,350 | 0.00% | 63 | 0 | 0.0% | — | 不变 |
| MDB | MONGODB INC | $3,359 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| RGEN | REPLIGEN CORP | $3,411 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| OKTA | OKTA INC | $3,411 | 0.00% | 25 | 25 | — | $3,411 | 新建仓 |
| PAYX | PAYCHEX INC | $3,442 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCHANGE TRADED FD T | $3,538 | 0.00% | 69 | 0 | 0.0% | — | 不变 |
| FTCB | FIRST TR EXCHANGE-TRADED FD | $3,545 | 0.00% | 170 | 0 | 0.0% | — | 不变 |
| CII | BLACKROCK ENHANCED LARGE CAP | $3,583 | 0.00% | 137 | 0 | 0.0% | — | 不变 |
| — | INTERLINK ELECTRS INC | $3,615 | 0.00% | 750 | 0 | 0.0% | — | 不变 |
| WEC | WEC ENERGY GROUP INC | $3,620 | 0.00% | 31 | 12 | 63.2% | $1,401 | 加仓 |
| XYZ | BLOCK INC | $3,648 | 0.00% | 48 | 48 | — | $3,648 | 新建仓 |
| AON | AON PLC | $3,649 | 0.00% | 11 | 11 | — | $3,649 | 新建仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $3,673 | 0.00% | 8 | -2 | -20.0% | -$918 | 减仓 |
| NI | NISOURCE INC | $3,709 | 0.00% | 78 | 0 | 0.0% | — | 不变 |
| — | TIDAL TRUST II | $3,732 | 0.00% | 300 | 300 | — | $3,732 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $3,736 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| VTRS | VIATRIS INC | $3,748 | 0.00% | 236 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO | $3,759 | 0.00% | 41 | 7 | 20.6% | $642 | 加仓 |
| PJT | PJT PARTNERS INC | $3,774 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| MDYG | SPDR SERIES TRUST | $3,811 | 0.00% | 34 | 34 | — | $3,811 | 新建仓 |
| SCCO | SOUTHERN COPPER CORP | $3,834 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $3,838 | 0.00% | 76 | 0 | 0.0% | — | 不变 |
| BABA | ALIBABA GROUP HLDG LTD | $3,839 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| XLC | SELECT SECTOR SPDR TR | $3,857 | 0.00% | 36 | 36 | — | $3,857 | 新建仓 |
| ACN | ACCENTURE PLC IRELAND | $3,858 | 0.00% | 31 | 4 | 14.8% | $498 | 加仓 |
| KNTK | KINETIK HOLDINGS INC | $3,867 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| SOUN | SOUNDHOUND AI INC | $3,882 | 0.00% | 600 | 600 | — | $3,882 | 新建仓 |
| CARR | CARRIER GLOBAL CORPORATION | $3,888 | 0.00% | 53 | 53 | — | $3,888 | 新建仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $3,898 | 0.00% | 44 | 12 | 37.5% | $1,063 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $3,912 | 0.00% | 4 | 4 | — | $3,912 | 新建仓 |
| ALB | ALBEMARLE CORP | $3,916 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| VGLT | VANGUARD SCOTTSDALE FDS | $3,918 | 0.00% | 71 | 0 | 0.0% | — | 不变 |
| ROK | ROCKWELL AUTOMATION INC | $3,961 | 0.00% | 8 | 8 | — | $3,961 | 新建仓 |
| ZM | ZOOM COMMUNICATIONS INC | $3,970 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| ORI | OLD REP INTL CORP | $4,092 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| — | VOLATILITY SHS TR | $4,133 | 0.00% | 720 | 0 | 0.0% | — | 不变 |
| SILJ | AMPLIFY ETF TR | $4,147 | 0.00% | 160 | 160 | — | $4,147 | 新建仓 |
| GRNY | TIDAL TRUST I | $4,148 | 0.00% | 150 | 150 | — | $4,148 | 新建仓 |
| AOA | ISHARES TR | $4,197 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| — | CATALYST PHARMACEUTICALS INC | $4,274 | 0.00% | 136 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES INC | $4,292 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| CRF | CORNERSTONE TOTAL RETURN FD | $4,308 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| SPHY | SPDR SERIES TRUST | $4,313 | 0.00% | 184 | 0 | 0.0% | — | 不变 |
| PWR | QUANTA SVCS INC | $4,320 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| BNY | BANK OF NY MELLON CORP | $4,338 | 0.00% | 30 | 3 | 11.1% | $434 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $4,359 | 0.00% | 15 | 6 | 66.7% | $1,744 | 加仓 |
| VXF | VANGUARD INDEX FDS | $4,432 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| GERN | GERON CORP | $4,480 | 0.00% | 3,500 | 0 | 0.0% | — | 不变 |
| KRE | SPDR SERIES TRUST | $4,491 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $4,564 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| FUMB | FIRST TR EXCH TRADED FD III | $4,633 | 0.00% | 231 | 0 | 0.0% | — | 不变 |
| SNY | SANOFI SA | $4,693 | 0.00% | 110 | 0 | 0.0% | — | 不变 |
| EQT | EQT CORP | $4,732 | 0.00% | 89 | 0 | 0.0% | — | 不变 |
| TSI | TCW STRATEGIC INCOME FD INC | $4,785 | 0.00% | 1,061 | 0 | 0.0% | — | 不变 |
| HYG | ISHARES TR | $4,798 | 0.00% | 60 | 60 | — | $4,798 | 新建仓 |
| EOG | EOG RES INC | $4,800 | 0.00% | 37 | 22 | 146.7% | $2,854 | 加仓 |
| ENVA | ENOVA INTL INC | $4,815 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| STAG | STAG INDUSTRIAL INC | $4,910 | 0.00% | 129 | 129 | — | $4,910 | 新建仓 |
| IWX | ISHARES TR | $4,943 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| — | GLOBAL X FDS | $4,947 | 0.00% | 91 | 91 | — | $4,947 | 新建仓 |
| EME | EMCOR GROUP INC | $4,979 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| PGR | PROGRESSIVE CORP | $5,024 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $5,059 | 0.00% | 105 | 0 | 0.0% | — | 不变 |
| SIXD | AIM ETF PRODUCTS TRUST | $5,088 | 0.00% | 165 | 165 | — | $5,088 | 新建仓 |
| NTNX | NUTANIX INC | $5,096 | 0.00% | 100 | 100 | — | $5,096 | 新建仓 |
| LW | LAMB WESTON HLDGS INC | $5,138 | 0.00% | 119 | 0 | 0.0% | — | 不变 |
| ORLY | OREILLY AUTOMOTIVE INC | $5,157 | 0.00% | 56 | 56 | — | $5,157 | 新建仓 |
| WCN | WASTE CONNECTIONS INC | $5,167 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| MAIN | MAIN STR CAP CORP | $5,188 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| WCLD | WISDOMTREE TR | $5,193 | 0.00% | 162 | 0 | 0.0% | — | 不变 |
| ZIM | ZIM INTEGRATED SHIPPING SERV | $5,200 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| EQIX | EQUINIX INC | $5,212 | 0.00% | 5 | 5 | — | $5,212 | 新建仓 |
| — | TIDAL TRUST II | $5,247 | 0.00% | 185 | 185 | — | $5,247 | 新建仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $5,278 | 0.00% | 117 | 0 | 0.0% | — | 不变 |
| CPAY | CORPAY INC | $5,332 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| DTE | DTE ENERGY CO | $5,333 | 0.00% | 35 | 35 | — | $5,333 | 新建仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $5,342 | 0.00% | 7 | -33 | -82.5% | -$2.52万 | 减仓 |
| VCR | VANGUARD WORLD FD | $5,402 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| BGRN | ISHARES TR | $5,412 | 0.00% | 114 | 0 | 0.0% | — | 不变 |
| — | LISTED FDS TR | $5,451 | 0.00% | 172 | -312 | -64.5% | -$9,888 | 减仓 |
| HCA | HCA HEALTHCARE INC | $5,458 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| AZN | ASTRAZENECA PLC | $5,499 | 0.00% | 29 | 9 | 45.0% | $1,707 | 加仓 |
| TLH | ISHARES TR | $5,519 | 0.00% | 55 | 42 | 323.1% | $4,215 | 加仓 |
| DRI | DARDEN RESTAURANTS INC | $5,562 | 0.00% | 27 | 0 | 0.0% | — | 不变 |