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 |
|---|---|---|---|---|---|---|---|---|
| HCA | HCA HEALTHCARE INC | $6,625 | 0.00% | 14 | 14 | — | $6,625 | 新建仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $6,690 | 0.00% | 22 | 22 | — | $6,690 | 新建仓 |
| LUV | SOUTHWEST AIRLS CO | $6,725 | 0.00% | 179 | 0 | 0.0% | — | 不变 |
| HIG | HARTFORD INSURANCE GROUP INC | $6,762 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC | $6,768 | 0.00% | 26 | 10 | 62.5% | $2,603 | 加仓 |
| PBUS | INVESCO EXCH TRADED FD TR II | $6,778 | 0.00% | 104 | 104 | — | $6,778 | 新建仓 |
| NICE | NICE LTD | $6,836 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| TTE | TOTALENERGIES SE | $6,914 | 0.01% | 76 | 0 | 0.0% | — | 不变 |
| — | LISTED FDS TR | $6,946 | 0.01% | 191 | 0 | 0.0% | — | 不变 |
| CSQ | CALAMOS STRATEGIC TOTAL RETU | $7,019 | 0.01% | 410 | 0 | 0.0% | — | 不变 |
| VBK | VANGUARD INDEX FDS | $7,254 | 0.01% | 24 | 0 | 0.0% | — | 不变 |
| EBND | SPDR SERIES TRUST | $7,265 | 0.01% | 352 | 193 | 121.4% | $3,983 | 加仓 |
| SJNK | SPDR SERIES TRUST | $7,369 | 0.01% | 295 | 295 | — | $7,369 | 新建仓 |
| ET | ENERGY TRANSFER L P | $7,411 | 0.01% | 384 | 0 | 0.0% | — | 不变 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS | $7,480 | 0.01% | 400 | 100 | 33.3% | $1,870 | 加仓 |
| FDX | FEDEX CORP | $7,480 | 0.01% | 21 | 0 | 0.0% | — | 不变 |
| SCHP | SCHWAB STRATEGIC TR | $7,531 | 0.01% | 283 | 249 | 732.4% | $6,626 | 加仓 |
| OXY | OCCIDENTAL PETE CORP | $7,540 | 0.01% | 116 | 0 | 0.0% | — | 不变 |
| SNDK | SANDISK CORP | $7,624 | 0.01% | 12 | 12 | — | $7,624 | 新建仓 |
| DGRO | ISHARES TR | $7,650 | 0.01% | 109 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $7,665 | 0.01% | 55 | 32 | 139.1% | $4,460 | 加仓 |
| IWD | ISHARES TR | $7,692 | 0.01% | 36 | 0 | 0.0% | — | 不变 |
| APH | AMPHENOL CORP | $7,707 | 0.01% | 61 | 61 | — | $7,707 | 新建仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $7,885 | 0.01% | 130 | 0 | 0.0% | — | 不变 |
| HSY | HERSHEY CO | $7,900 | 0.01% | 38 | 0 | 0.0% | — | 不变 |
| IGV | ISHARES TR | $8,005 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| SGOL | ETFS GOLD TR | $8,165 | 0.01% | 183 | 0 | 0.0% | — | 不变 |
| XMTR | XOMETRY INC | $8,168 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| USIG | ISHARES TR | $8,402 | 0.01% | 164 | 91 | 124.7% | $4,662 | 加仓 |
| RKLB | ROCKET LAB CORP | $8,413 | 0.01% | 131 | 0 | 0.0% | — | 不变 |
| BKNG | BOOKING HOLDINGS INC | $8,421 | 0.01% | 2 | 1 | 100.0% | $4,210 | 重新持有 |
| IGEB | ISHARES TR | $8,471 | 0.01% | 188 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC | $8,507 | 0.01% | 20 | 10 | 100.0% | $4,254 | 加仓 |
| CLSK | CLEANSPARK INC | $8,510 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $8,623 | 0.01% | 194 | 194 | — | $8,623 | 新建仓 |
| SPTL | SPDR SERIES TRUST | $8,705 | 0.01% | 331 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC | $8,752 | 0.01% | 21 | 21 | — | $8,752 | 新建仓 |
| HWM | HOWMET AEROSPACE INC | $8,757 | 0.01% | 38 | 38 | — | $8,757 | 新建仓 |
| RWR | SPDR SERIES TRUST | $8,885 | 0.01% | 88 | 1 | 1.1% | $101 | 加仓 |
| DG | DOLLAR GEN CORP | $8,905 | 0.01% | 75 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $8,907 | 0.01% | 41 | 0 | 0.0% | — | 不变 |
| ARKG | ARK ETF TR | $8,930 | 0.01% | 338 | 0 | 0.0% | — | 不变 |
| WTAI | WISDOMTREE TR | $8,949 | 0.01% | 317 | 0 | 0.0% | — | 不变 |
| PATH | UIPATH INC | $8,980 | 0.01% | 809 | 0 | 0.0% | — | 不变 |
| WMB | WILLIAMS COS INC | $9,098 | 0.01% | 125 | 0 | 0.0% | — | 不变 |
| IWO | ISHARES TR | $9,100 | 0.01% | 29 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $9,169 | 0.01% | 95 | 95 | — | $9,169 | 新建仓 |
| RWX | SPDR INDEX SHS FDS | $9,211 | 0.01% | 346 | 4 | 1.2% | $106 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO | $9,313 | 0.01% | 43 | 20 | 87.0% | $4,332 | 加仓 |
| HL | HECLA MINING COMPANY | $9,315 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| DFAX | DIMENSIONAL ETF TRUST | $9,580 | 0.01% | 282 | 0 | 0.0% | — | 不变 |
| FICO | FAIR ISAAC CORP | $9,608 | 0.01% | 9 | 9 | — | $9,608 | 新建仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $9,678 | 0.01% | 49 | 49 | — | $9,678 | 新建仓 |
| TJX | TJX COS INC NEW | $9,742 | 0.01% | 61 | -8 | -11.6% | -$1,278 | 减仓 |
| PBW | INVESCO EXCHANGE TRADED FD T | $9,821 | 0.01% | 311 | 0 | 0.0% | — | 不变 |
| VIS | VANGUARD WORLD FD | $9,991 | 0.01% | 32 | 0 | 0.0% | — | 不变 |
| QGRW | WISDOMTREE TR | $1.00万 | 0.01% | 188 | 0 | 0.0% | — | 不变 |
| TKR | TIMKEN CO | $1.01万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB STRATEGIC TR | $1.01万 | 0.01% | 401 | 0 | 0.0% | — | 不变 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $1.01万 | 0.01% | 64 | 64 | — | $1.01万 | 新建仓 |
| TAP | MOLSON COORS BEVERAGE CO | $1.02万 | 0.01% | 236 | 236 | — | $1.02万 | 新建仓 |
| CORP | PIMCO ETF TR | $1.02万 | 0.01% | 105 | 0 | 0.0% | — | 不变 |
| CNR | CORE NATURAL RESOURCES INC | $1.05万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| BJUL | INNOVATOR ETFS TRUST | $1.05万 | 0.01% | 211 | -1,223 | -85.3% | -$6.08万 | 减仓 |
| — | LISTED FDS TR | $1.05万 | 0.01% | 491 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $1.07万 | 0.01% | 31 | 0 | 0.0% | — | 不变 |
| EWBC | EAST WEST BANCORP INC | $1.07万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| DOCU | DOCUSIGN INC | $1.07万 | 0.01% | 226 | -80 | -26.1% | -$3,793 | 减仓 |
| INTU | INTUIT | $1.08万 | 0.01% | 25 | 20 | 400.0% | $8,648 | 加仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $1.09万 | 0.01% | 18 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC | $1.09万 | 0.01% | 207 | 207 | — | $1.09万 | 新建仓 |
| ED | CONSOLIDATED EDISON INC | $1.10万 | 0.01% | 97 | 15 | 18.3% | $1,698 | 加仓 |
| WM | WASTE MGMT INC DEL | $1.10万 | 0.01% | 48 | 10 | 26.3% | $2,298 | 加仓 |
| BNS | BANK NOVA SCOTIA B C | $1.11万 | 0.01% | 160 | 0 | 0.0% | — | 不变 |
| FAPR | FIRST TR EXCHNG TRADED FD VI | $1.12万 | 0.01% | 250 | 0 | 0.0% | — | 不变 |
| XAR | SPDR SERIES TRUST | $1.12万 | 0.01% | 44 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $1.13万 | 0.01% | 142 | 126 | 787.5% | $1.00万 | 加仓 |
| OMF | ONEMAIN HLDGS INC | $1.13万 | 0.01% | 212 | 0 | 0.0% | — | 不变 |
| BKR | BAKER HUGHES COMPANY | $1.16万 | 0.01% | 190 | 83 | 77.6% | $5,064 | 加仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $1.18万 | 0.01% | 118 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PARTNERS L | $1.19万 | 0.01% | 314 | 0 | 0.0% | — | 不变 |
| APP | APPLOVIN CORP | $1.19万 | 0.01% | 30 | 16 | 114.3% | $6,368 | 加仓 |
| AMGN | AMGEN INC | $1.20万 | 0.01% | 34 | 5 | 17.2% | $1,759 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $1.20万 | 0.01% | 238 | 0 | 0.0% | — | 不变 |
| — | RLJ LODGING TR | $1.21万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES TR | $1.21万 | 0.01% | 85 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP | $1.22万 | 0.01% | 130 | 71 | 120.3% | $6,672 | 加仓 |
| AVRE | AMERICAN CENTY ETF TR | $1.22万 | 0.01% | 278 | 0 | 0.0% | — | 不变 |
| DMAR | FIRST TR EXCHNG TRADED FD VI | $1.24万 | 0.01% | 293 | -1,904 | -86.7% | -$8.07万 | 减仓 |
| CSX | CSX CORP | $1.27万 | 0.01% | 309 | 159 | 106.0% | $6,527 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1.30万 | 0.01% | 334 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCH TRADED FD III | $1.31万 | 0.01% | 159 | 0 | 0.0% | — | 不变 |
| PNOV | INNOVATOR ETFS TRUST | $1.32万 | 0.01% | 323 | 0 | 0.0% | — | 不变 |
| MGK | VANGUARD WORLD FD | $1.32万 | 0.01% | 36 | 0 | 0.0% | — | 不变 |
| MLPX | GLOBAL X FDS | $1.33万 | 0.01% | 180 | 0 | 0.0% | — | 不变 |
| HBT | HBT FINL INC. | $1.34万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| EZM | WISDOMTREE TR | $1.34万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| COIN | COINBASE GLOBAL INC | $1.36万 | 0.01% | 78 | 28 | 56.0% | $4,889 | 加仓 |
| IXUS | ISHARES TR | $1.39万 | 0.01% | 160 | 0 | 0.0% | — | 不变 |
| SCHV | SCHWAB STRATEGIC TR | $1.39万 | 0.01% | 456 | 0 | 0.0% | — | 不变 |