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 |
|---|---|---|---|---|---|---|---|---|
| SPGI | S&P GLOBAL INC | $9,774 | 0.01% | 24 | 4 | 20.0% | $1,629 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO | $9,872 | 0.01% | 43 | 0 | 0.0% | — | 不变 |
| — | ALPS ETF TR | $9,894 | 0.01% | 444 | 169 | 61.5% | $3,766 | 加仓 |
| VBR | VANGUARD INDEX FDS | $9,963 | 0.01% | 41 | 0 | 0.0% | — | 不变 |
| FTEC | FIDELITY COVINGTON TRUST | $9,995 | 0.01% | 35 | 35 | — | $9,995 | 新建仓 |
| DFIS | DIMENSIONAL ETF TRUST | $1.02万 | 0.01% | 290 | 290 | — | $1.02万 | 新建仓 |
| PRFD | PIMCO ETF TR | $1.02万 | 0.01% | 198 | -283 | -58.8% | -$1.45万 | 减仓 |
| CORP | PIMCO ETF TR | $1.02万 | 0.01% | 105 | 0 | 0.0% | — | 不变 |
| HWM | HOWMET AEROSPACE INC | $1.02万 | 0.01% | 38 | 0 | 0.0% | — | 不变 |
| SA | SEABRIDGE GOLD INC | $1.03万 | 0.01% | 400 | 400 | — | $1.03万 | 新建仓 |
| LITE | LUMENTUM HLDGS INC | $1.03万 | 0.01% | 12 | -300 | -96.2% | -$25.74万 | 减仓 |
| VST | VISTRA CORP | $1.03万 | 0.01% | 65 | 50 | 333.3% | $7,932 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $1.04万 | 0.01% | 282 | 0 | 0.0% | — | 不变 |
| OMC | OMNICOM GROUP INC | $1.04万 | 0.01% | 143 | -137 | -48.9% | -$9,978 | 减仓 |
| MARA | MARA HOLDINGS INC | $1.04万 | 0.01% | 750 | 0 | 0.0% | — | 不变 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS | $1.06万 | 0.01% | 500 | 100 | 25.0% | $2,111 | 加仓 |
| BKR | BAKER HUGHES COMPANY | $1.06万 | 0.01% | 190 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $1.06万 | 0.01% | 14 | 8 | 133.3% | $6,045 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $1.07万 | 0.01% | 97 | 0 | 0.0% | — | 不变 |
| FICO | FAIR ISAAC CORP | $1.08万 | 0.01% | 9 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $1.09万 | 0.01% | 30 | -4 | -11.8% | -$1,449 | 减仓 |
| CMCSA | COMCAST CORP NEW | $1.10万 | 0.01% | 447 | -1,157 | -72.1% | -$2.84万 | 减仓 |
| SJNK | SPDR SERIES TRUST | $1.13万 | 0.01% | 452 | 157 | 53.2% | $3,930 | 加仓 |
| COIN | COINBASE GLOBAL INC | $1.14万 | 0.01% | 78 | 0 | 0.0% | — | 不变 |
| IWO | ISHARES TR | $1.14万 | 0.01% | 29 | 0 | 0.0% | — | 不变 |
| BJUL | INNOVATOR ETFS TRUST | $1.15万 | 0.01% | 211 | 0 | 0.0% | — | 不变 |
| VIS | VANGUARD WORLD FD | $1.15万 | 0.01% | 32 | 0 | 0.0% | — | 不变 |
| SPTL | SPDR SERIES TRUST | $1.16万 | 0.01% | 444 | 113 | 34.1% | $2,964 | 加仓 |
| FAPR | FIRST TR EXCHNG TRADED FD VI | $1.17万 | 0.01% | 250 | 0 | 0.0% | — | 不变 |
| BP | BP PLC | $1.19万 | 0.01% | 321 | 321 | — | $1.19万 | 新建仓 |
| ALAB | ASTERA LABS INC | $1.21万 | 0.01% | 25 | 0 | 0.0% | — | 不变 |
| CAH | CARDINAL HEALTH INC | $1.21万 | 0.01% | 51 | 51 | — | $1.21万 | 新建仓 |
| PBW | INVESCO EXCHANGE TRADED FD T | $1.21万 | 0.01% | 311 | 0 | 0.0% | — | 不变 |
| — | RLJ LODGING TR | $1.23万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC | $1.23万 | 0.01% | 25 | 4 | 19.0% | $1,965 | 加仓 |
| AR | ANTERO RESOURCES CORP | $1.23万 | 0.01% | 350 | 0 | 0.0% | — | 不变 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $1.23万 | 0.01% | 777 | -158 | -16.9% | -$2,509 | 减仓 |
| QGRW | WISDOMTREE TR | $1.24万 | 0.01% | 188 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES TR | $1.25万 | 0.01% | 76 | -9 | -10.6% | -$1,478 | 减仓 |
| XAR | SPDR SERIES TRUST | $1.26万 | 0.01% | 44 | 0 | 0.0% | — | 不变 |
| J | JACOBS SOLUTIONS INC | $1.29万 | 0.01% | 102 | 102 | — | $1.29万 | 新建仓 |
| EWBC | EAST WEST BANCORP INC | $1.29万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| OMF | ONEMAIN HLDGS INC | $1.29万 | 0.01% | 212 | 0 | 0.0% | — | 不变 |
| VMRK | EQUITY RESIDENTIAL | $1.30万 | 0.01% | 192 | 192 | — | $1.30万 | 新建仓 |
| DMAR | FIRST TR EXCHNG TRADED FD VI | $1.31万 | 0.01% | 293 | 0 | 0.0% | — | 不变 |
| AVRE | AMERICAN CENTY ETF TR | $1.32万 | 0.01% | 278 | 0 | 0.0% | — | 不变 |
| MLPX | GLOBAL X FDS | $1.33万 | 0.01% | 180 | 0 | 0.0% | — | 不变 |
| GCC | WISDOMTREE TR | $1.33万 | 0.01% | 587 | 0 | 0.0% | — | 不变 |
| VRT | VERTIV HOLDINGS CO | $1.34万 | 0.01% | 40 | 40 | — | $1.34万 | 新建仓 |
| DVN | DEVON ENERGY CORP NEW | $1.38万 | 0.01% | 334 | 3 | 0.9% | $124 | 加仓 |
| PYPL | PAYPAL HLDGS INC | $1.38万 | 0.01% | 320 | 0 | 0.0% | — | 不变 |
| SNPS | SYNOPSYS INC | $1.38万 | 0.01% | 31 | 31 | — | $1.38万 | 新建仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $1.39万 | 0.01% | 51 | 0 | 0.0% | — | 不变 |
| VICR | VICOR CORP | $1.41万 | 0.01% | 37 | 0 | 0.0% | — | 不变 |
| JSI | JANUS DETROIT STR TR | $1.42万 | 0.01% | 277 | 0 | 0.0% | — | 不变 |
| ARKG | ARK ETF TR | $1.42万 | 0.01% | 338 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC | $1.43万 | 0.01% | 58 | 54 | 1,350.0% | $1.33万 | 加仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $1.43万 | 0.01% | 314 | 0 | 0.0% | — | 不变 |
| PKG | PACKAGING CORP AMER | $1.43万 | 0.01% | 60 | 60 | — | $1.43万 | 新建仓 |
| PNOV | INNOVATOR ETFS TRUST | $1.43万 | 0.01% | 323 | 0 | 0.0% | — | 不变 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $1.45万 | 0.01% | 58 | 9 | 18.4% | $2,250 | 加仓 |
| TKR | TIMKEN CO | $1.45万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| CLSK | CLEANSPARK INC | $1.46万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $1.47万 | 0.01% | 161 | 89 | 123.6% | $8,117 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1.48万 | 0.01% | 334 | 0 | 0.0% | — | 不变 |
| APLD | APPLIED DIGITAL CORP | $1.49万 | 0.01% | 400 | -862 | -68.3% | -$3.22万 | 减仓 |
| — | FIRST TR EXCH TRADED FD III | $1.49万 | 0.01% | 159 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LIMITED | $1.50万 | 0.01% | 44 | 26 | 144.4% | $8,860 | 加仓 |
| VDE | VANGUARD WORLD FD | $1.50万 | 0.01% | 100 | 100 | — | $1.50万 | 新建仓 |
| WTAI | WISDOMTREE TR | $1.50万 | 0.01% | 317 | 0 | 0.0% | — | 不变 |
| VSS | VANGUARD INTL EQUITY INDEX F | $1.51万 | 0.01% | 98 | 0 | 0.0% | — | 不变 |
| EZM | WISDOMTREE TR | $1.52万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PARTNERS L | $1.52万 | 0.01% | 414 | 100 | 31.8% | $3,676 | 加仓 |
| IXUS | ISHARES TR | $1.53万 | 0.01% | 160 | 0 | 0.0% | — | 不变 |
| ECL | ECOLAB INC | $1.53万 | 0.01% | 55 | 0 | 0.0% | — | 不变 |
| BKNG | BOOKING HOLDINGS INC | $1.53万 | 0.01% | 86 | 36 | 72.0% | $6,417 | 加仓 |
| APP | APPLOVIN CORP | $1.55万 | 0.01% | 30 | 0 | 0.0% | — | 不变 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $1.56万 | 0.01% | 127 | 63 | 98.4% | $7,756 | 加仓 |
| — | SARATOGA INVT CORP | $1.56万 | 0.01% | 701 | 0 | 0.0% | — | 不变 |
| MGK | VANGUARD WORLD FD | $1.58万 | 0.01% | 180 | 0 | 0.0% | — | 不变 |
| SCHV | SCHWAB STRATEGIC TR | $1.59万 | 0.01% | 456 | 0 | 0.0% | — | 不变 |
| JAAA | JANUS DETROIT STR TR | $1.60万 | 0.01% | 316 | 78 | 32.8% | $3,938 | 加仓 |
| HBT | HBT FINL INC. | $1.60万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| GLP | GLOBAL PARTNERS LP | $1.61万 | 0.01% | 345 | 0 | 0.0% | — | 不变 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $1.61万 | 0.01% | 440 | 0 | 0.0% | — | 不变 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $1.61万 | 0.01% | 285 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC | $1.62万 | 0.01% | 209 | -54 | -20.5% | -$4,187 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $1.63万 | 0.01% | 283 | 153 | 117.7% | $8,816 | 加仓 |
| IWR | ISHARES TR | $1.63万 | 0.01% | 148 | 0 | 0.0% | — | 不变 |
| — | INVESTMENT MANAGERS SER TR I | $1.64万 | 0.01% | 770 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP | $1.64万 | 0.01% | 346 | 37 | 12.0% | $1,759 | 加仓 |
| WTMF | WISDOMTREE TR | $1.65万 | 0.01% | 404 | 0 | 0.0% | — | 不变 |
| TRP | TC ENERGY CORP | $1.66万 | 0.01% | 251 | -55 | -18.0% | -$3,646 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $1.67万 | 0.01% | 32 | 0 | 0.0% | — | 不变 |
| DECW | AIM ETF PRODUCTS TRUST | $1.70万 | 0.01% | 477 | 477 | — | $1.70万 | 新建仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $1.73万 | 0.01% | 572 | 0 | 0.0% | — | 不变 |
| D | DOMINION ENERGY INC | $1.75万 | 0.01% | 256 | -31 | -10.8% | -$2,117 | 减仓 |
| SIL | GLOBAL X FDS | $1.76万 | 0.01% | 227 | 0 | 0.0% | — | 不变 |
| WTV | WISDOMTREE TR | $1.76万 | 0.01% | 173 | 0 | 0.0% | — | 不变 |
| RKLB | ROCKET LAB CORP | $1.78万 | 0.01% | 175 | 44 | 33.6% | $4,463 | 加仓 |