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 |
|---|---|---|---|---|---|---|---|---|
| PRU | PRUDENTIAL FINL INC | $1.40万 | 0.01% | 143 | 9 | 6.7% | $879 | 加仓 |
| GCC | WISDOMTREE TR | $1.41万 | 0.01% | 587 | -1 | -0.2% | -$24 | 减仓 |
| — | LISTED FDS TR | $1.42万 | 0.01% | 484 | 0 | 0.0% | — | 不变 |
| JSI | JANUS DETROIT STR TR | $1.43万 | 0.01% | 277 | 0 | 0.0% | — | 不变 |
| VSS | VANGUARD INTL EQUITY INDEX F | $1.43万 | 0.01% | 98 | 82 | 512.5% | $1.20万 | 加仓 |
| IWR | ISHARES TR | $1.44万 | 0.01% | 148 | 0 | 0.0% | — | 不变 |
| PYPL | PAYPAL HLDGS INC | $1.45万 | 0.01% | 320 | 320 | — | $1.45万 | 新建仓 |
| SNOW | SNOWFLAKE INC | $1.45万 | 0.01% | 96 | 53 | 123.3% | $7,994 | 加仓 |
| GLP | GLOBAL PARTNERS LP | $1.45万 | 0.01% | 345 | 0 | 0.0% | — | 不变 |
| IYF | ISHARES TR | $1.46万 | 0.01% | 124 | 0 | 0.0% | — | 不变 |
| ECL | ECOLAB INC | $1.46万 | 0.01% | 55 | 45 | 450.0% | $1.20万 | 重新持有 |
| TRIN | TRINITY CAP INC | $1.47万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| DIA | STATE STR SPDR DOW JONES IND | $1.48万 | 0.01% | 32 | 0 | 0.0% | — | 不变 |
| AR | ANTERO RESOURCES CORP | $1.49万 | 0.01% | 350 | 0 | 0.0% | — | 不变 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $1.49万 | 0.01% | 440 | 0 | 0.0% | — | 不变 |
| RSG | REPUBLIC SVCS INC | $1.49万 | 0.01% | 68 | 0 | 0.0% | — | 不变 |
| IX | ORIX CORP | $1.50万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| — | SARATOGA INVT CORP | $1.53万 | 0.01% | 701 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC | $1.56万 | 0.01% | 40 | 6 | 17.6% | $2,342 | 加仓 |
| — | INVESTMENT MANAGERS SER TR I | $1.60万 | 0.01% | 770 | -1 | -0.1% | -$21 | 减仓 |
| WTMF | WISDOMTREE TR | $1.60万 | 0.01% | 404 | -1 | -0.2% | -$40 | 减仓 |
| ORCL | ORACLE CORP | $1.60万 | 0.01% | 109 | 45 | 70.3% | $6,620 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $1.62万 | 0.01% | 285 | 0 | 0.0% | — | 不变 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $1.62万 | 0.01% | 935 | 0 | 0.0% | — | 不变 |
| WTV | WISDOMTREE TR | $1.64万 | 0.01% | 173 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC | $1.64万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| MSI | MOTOROLA SOLUTIONS INC | $1.65万 | 0.01% | 38 | 0 | 0.0% | — | 不变 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $1.66万 | 0.01% | 314 | 314 | — | $1.66万 | 新建仓 |
| DVN | DEVON ENERGY CORP NEW | $1.67万 | 0.01% | 331 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $1.68万 | 0.01% | 380 | 0 | 0.0% | — | 不变 |
| CI | THE CIGNA GROUP | $1.71万 | 0.01% | 64 | 59 | 1,180.0% | $1.57万 | 加仓 |
| BLV | VANGUARD BD INDEX FDS | $1.72万 | 0.01% | 250 | 0 | 0.0% | — | 不变 |
| EBAY | EBAY INC. | $1.72万 | 0.01% | 189 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $1.73万 | 0.01% | 152 | 11 | 7.8% | $1,250 | 加仓 |
| UNM | UNUM GROUP | $1.76万 | 0.01% | 241 | 0 | 0.0% | — | 不变 |
| CCL | CARNIVAL CORP | $1.77万 | 0.01% | 683 | 83 | 13.8% | $2,148 | 加仓 |
| D | DOMINION ENERGY INC | $1.77万 | 0.01% | 287 | 187 | 187.0% | $1.16万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $1.84万 | 0.01% | 187 | 23 | 14.0% | $2,263 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC | $1.85万 | 0.01% | 166 | -149 | -47.3% | -$1.66万 | 减仓 |
| LTC | LTC PPTYS INC | $1.86万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| CIEN | CIENA CORP | $1.86万 | 0.01% | 48 | 48 | — | $1.86万 | 新建仓 |
| SCHA | SCHWAB STRATEGIC TR | $1.87万 | 0.01% | 642 | 642 | — | $1.87万 | 新建仓 |
| XSOE | WISDOMTREE TR | $1.88万 | 0.01% | 469 | -1 | -0.2% | -$40 | 减仓 |
| — | STERLING CAP FDS | $1.88万 | 0.01% | 750 | 750 | — | $1.88万 | 新建仓 |
| — | ETF OPPORTUNITIES TRUST | $1.91万 | 0.01% | 776 | 0 | 0.0% | — | 不变 |
| TRP | TC ENERGY CORP | $1.92万 | 0.01% | 306 | 251 | 456.4% | $1.57万 | 加仓 |
| — | ALPS ETF TR | $1.92万 | 0.01% | 289 | 13 | 4.7% | $862 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $1.92万 | 0.01% | 60 | 29 | 93.5% | $9,296 | 加仓 |
| DX | DYNEX CAP INC | $1.93万 | 0.01% | 1,510 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $1.95万 | 0.01% | 101 | 101 | — | $1.95万 | 新建仓 |
| DAL | DELTA AIR LINES INC | $1.97万 | 0.01% | 297 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $2.01万 | 0.01% | 83 | 83 | — | $2.01万 | 新建仓 |
| COPX | GLOBAL X FDS | $2.02万 | 0.01% | 264 | 0 | 0.0% | — | 不变 |
| XLI | SELECT SECTOR SPDR TR | $2.02万 | 0.01% | 125 | 0 | 0.0% | — | 不变 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $2.03万 | 0.01% | 572 | 0 | 0.0% | — | 不变 |
| SIL | GLOBAL X FDS | $2.04万 | 0.01% | 227 | 227 | — | $2.04万 | 新建仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $2.08万 | 0.02% | 650 | 50 | 8.3% | $1,601 | 加仓 |
| LCTD | BLACKROCK ETF TRUST | $2.10万 | 0.02% | 379 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $2.10万 | 0.02% | 131 | 27 | 26.0% | $4,329 | 加仓 |
| OMC | OMNICOM GROUP INC | $2.11万 | 0.02% | 280 | 280 | — | $2.11万 | 新建仓 |
| — | U S GOLD CORP | $2.13万 | 0.02% | 1,400 | 0 | 0.0% | — | 不变 |
| ONEQ | FIDELITY COMWLTH TR | $2.16万 | 0.02% | 254 | 0 | 0.0% | — | 不变 |
| LOUP | INNOVATOR ETFS TRUST | $2.17万 | 0.02% | 315 | 0 | 0.0% | — | 不变 |
| OHI | OMEGA HEALTHCARE INVS INC | $2.19万 | 0.02% | 500 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $2.21万 | 0.02% | 600 | 0 | 0.0% | — | 不变 |
| NUE | NUCOR CORP | $2.21万 | 0.02% | 131 | 6 | 4.8% | $1,013 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $2.23万 | 0.02% | 225 | 0 | 0.0% | — | 不变 |
| AVDV | AMERICAN CENTY ETF TR | $2.24万 | 0.02% | 224 | 0 | 0.0% | — | 不变 |
| IQV | IQVIA HLDGS INC | $2.25万 | 0.02% | 132 | 132 | — | $2.25万 | 新建仓 |
| GMAY | FIRST TR EXCHNG TRADED FD VI | $2.27万 | 0.02% | 552 | 0 | 0.0% | — | 不变 |
| PULS | PGIM ETF TR | $2.28万 | 0.02% | 461 | 0 | 0.0% | — | 不变 |
| — | ATAIBECKLEY INC | $2.29万 | 0.02% | 6,467 | 6,467 | — | $2.29万 | 新建仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $2.32万 | 0.02% | 52 | 39 | 300.0% | $1.74万 | 加仓 |
| MLM | MARTIN MARIETTA MATLS INC | $2.35万 | 0.02% | 40 | 9 | 29.0% | $5,294 | 加仓 |
| MS | MORGAN STANLEY | $2.35万 | 0.02% | 143 | 140 | 4,666.7% | $2.30万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $2.38万 | 0.02% | 336 | 0 | 0.0% | — | 不变 |
| — | ISHARES ETHEREUM TR | $2.39万 | 0.02% | 1,508 | 0 | 0.0% | — | 不变 |
| PAPR | INNOVATOR ETFS TRUST | $2.39万 | 0.02% | 600 | -1,635 | -73.2% | -$6.51万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $2.40万 | 0.02% | 271 | 271 | — | $2.40万 | 新建仓 |
| PRFD | PIMCO ETF TR | $2.44万 | 0.02% | 481 | -627 | -56.6% | -$3.18万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $2.44万 | 0.02% | 199 | 174 | 696.0% | $2.14万 | 加仓 |
| SHEL | SHELL PLC | $2.45万 | 0.02% | 263 | 263 | — | $2.45万 | 新建仓 |
| EXC | EXELON CORP | $2.45万 | 0.02% | 500 | 0 | 0.0% | — | 不变 |
| ICOP | ISHARES TR | $2.46万 | 0.02% | 516 | 516 | — | $2.46万 | 新建仓 |
| FLOT | ISHARES TR | $2.50万 | 0.02% | 491 | 491 | — | $2.50万 | 新建仓 |
| SOXX | ISHARES TR | $2.50万 | 0.02% | 76 | 3 | 4.1% | $989 | 加仓 |
| MPC | MARATHON PETE CORP | $2.52万 | 0.02% | 103 | 0 | 0.0% | — | 不变 |
| APD | AIR PRODUCTS AND CHEMICALS I | $2.53万 | 0.02% | 87 | 87 | — | $2.53万 | 新建仓 |
| SETM | SPROTT FDS TR | $2.58万 | 0.02% | 780 | 780 | — | $2.58万 | 新建仓 |
| AEP | AMERICAN ELEC PWR CO INC | $2.63万 | 0.02% | 201 | 0 | 0.0% | — | 不变 |
| TIP | ISHARES TR | $2.64万 | 0.02% | 239 | 0 | 0.0% | — | 不变 |
| BUFG | FIRST TR EXCHNG TRADED FD VI | $2.66万 | 0.02% | 989 | 0 | 0.0% | — | 不变 |
| WTRG | ESSENTIAL UTILS INC | $2.69万 | 0.02% | 669 | 669 | — | $2.69万 | 新建仓 |
| VICI | VICI PPTYS INC | $2.73万 | 0.02% | 1,000 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC | $2.74万 | 0.02% | 231 | 155 | 203.9% | $1.84万 | 加仓 |
| — | INVESCO EXCHANGE TRADED FD T | $2.74万 | 0.02% | 500 | 500 | — | $2.74万 | 新建仓 |
| RCL | ROYAL CARIBBEAN GROUP | $2.75万 | 0.02% | 100 | 0 | 0.0% | — | 不变 |
| FMHI | FIRST TR EXCH TRADED FD III | $2.77万 | 0.02% | 582 | 0 | 0.0% | — | 不变 |
| XEL | XCEL ENERGY INC | $2.77万 | 0.02% | 349 | 274 | 365.3% | $2.18万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $2.79万 | 0.02% | 935 | 0 | 0.0% | — | 不变 |