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 |
|---|---|---|---|---|---|---|---|---|
| PFE | PFIZER INC | $2.79万 | 0.02% | 994 | 566 | 132.2% | $1.59万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $2.81万 | 0.02% | 878 | 0 | 0.0% | — | 不变 |
| IUSV | ISHARES TR | $2.87万 | 0.02% | 281 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP DEL | $2.92万 | 0.02% | 154 | 104 | 208.0% | $1.97万 | 加仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $2.93万 | 0.02% | 150 | 150 | — | $2.93万 | 新建仓 |
| ALL | ALLSTATE CORP | $2.94万 | 0.02% | 142 | 140 | 7,000.0% | $2.90万 | 加仓 |
| CTA | SIMPLIFY EXCHANGE TRADED FUN | $2.96万 | 0.02% | 979 | 0 | 0.0% | — | 不变 |
| MINT | PIMCO ETF TR | $2.98万 | 0.02% | 296 | 0 | 0.0% | — | 不变 |
| PPA | INVESCO EXCHANGE TRADED FD T | $2.98万 | 0.02% | 180 | 0 | 0.0% | — | 不变 |
| APLD | APPLIED DIGITAL CORP | $3.00万 | 0.02% | 1,262 | -438 | -25.8% | -$1.04万 | 减仓 |
| PFFD | GLOBAL X FDS | $3.01万 | 0.02% | 1,634 | -342 | -17.3% | -$6,293 | 减仓 |
| ADI | ANALOG DEVICES INC | $3.02万 | 0.02% | 95 | 95 | — | $3.02万 | 新建仓 |
| JNK | SPDR SERIES TRUST | $3.04万 | 0.02% | 318 | -24 | -7.0% | -$2,297 | 减仓 |
| FITB | FIFTH THIRD BANCORP | $3.05万 | 0.02% | 657 | 5 | 0.8% | $232 | 加仓 |
| DIS | DISNEY WALT CO | $3.06万 | 0.02% | 317 | 143 | 82.2% | $1.38万 | 加仓 |
| O | REALTY INCOME CORP | $3.06万 | 0.02% | 500 | 0 | 0.0% | — | 不变 |
| FIW | FIRST TR EXCHANGE-TRADED FD | $3.07万 | 0.02% | 298 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $3.10万 | 0.02% | 249 | -100 | -28.7% | -$1.24万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $3.14万 | 0.02% | 93 | 67 | 257.7% | $2.26万 | 加仓 |
| DMXF | ISHARES TR | $3.16万 | 0.02% | 419 | 0 | 0.0% | — | 不变 |
| TFLO | ISHARES TR | $3.17万 | 0.02% | 626 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $3.17万 | 0.02% | 64 | 16 | 33.3% | $7,932 | 加仓 |
| PHYL | PGIM ETF TR | $3.19万 | 0.02% | 920 | -9 | -1.0% | -$312 | 减仓 |
| SYY | SYSCO CORP | $3.19万 | 0.02% | 447 | 322 | 257.6% | $2.30万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $3.21万 | 0.02% | 106 | 39 | 58.2% | $1.18万 | 加仓 |
| NTR | NUTRIEN LTD | $3.21万 | 0.02% | 425 | 425 | — | $3.21万 | 新建仓 |
| MET | METLIFE INC | $3.21万 | 0.02% | 454 | -8 | -1.7% | -$566 | 减仓 |
| NTSX | WISDOMTREE TR | $3.25万 | 0.02% | 623 | 0 | 0.0% | — | 不变 |
| BOTZ | GLOBAL X FDS | $3.26万 | 0.02% | 980 | 0 | 0.0% | — | 不变 |
| SSO | PROSHARES TR | $3.27万 | 0.02% | 630 | 0 | 0.0% | — | 不变 |
| FSMB | FIRST TR EXCH TRADED FD III | $3.27万 | 0.02% | 1,640 | 0 | 0.0% | — | 不变 |
| FAUG | FIRST TR EXCHNG TRADED FD VI | $3.30万 | 0.02% | 637 | -144 | -18.4% | -$7,457 | 减仓 |
| EUSB | ISHARES TR | $3.32万 | 0.02% | 763 | 0 | 0.0% | — | 不变 |
| GDX | VANECK ETF TRUST | $3.32万 | 0.02% | 362 | 362 | — | $3.32万 | 新建仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $3.35万 | 0.02% | 242 | -107 | -30.7% | -$1.48万 | 减仓 |
| CTAS | CINTAS CORP | $3.38万 | 0.02% | 200 | 0 | 0.0% | — | 不变 |
| AMP | AMERIPRISE FINL INC | $3.42万 | 0.02% | 77 | 77 | — | $3.42万 | 新建仓 |
| — | HONEYWELL INTL INC | $3.46万 | 0.03% | 153 | 151 | 7,550.0% | $3.41万 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $3.47万 | 0.03% | 740 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $3.49万 | 0.03% | 129 | 64 | 98.5% | $1.73万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $3.51万 | 0.03% | 264 | 0 | 0.0% | — | 不变 |
| TFC | TRUIST FINL CORP | $3.52万 | 0.03% | 765 | 732 | 2,218.2% | $3.36万 | 加仓 |
| VNLA | JANUS DETROIT STR TR | $3.55万 | 0.03% | 727 | 0 | 0.0% | — | 不变 |
| POWL | POWELL INDS INC | $3.57万 | 0.03% | 66 | -19 | -22.4% | -$1.03万 | 减仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $3.57万 | 0.03% | 220 | 220 | — | $3.57万 | 新建仓 |
| IWM | ISHARES TR | $3.60万 | 0.03% | 145 | 141 | 3,525.0% | $3.50万 | 加仓 |
| XHB | SPDR SERIES TRUST | $3.65万 | 0.03% | 370 | 370 | — | $3.65万 | 新建仓 |
| BX | BLACKSTONE INC | $3.66万 | 0.03% | 318 | 0 | 0.0% | — | 不变 |
| VOOG | VANGUARD ADMIRAL FDS INC | $3.67万 | 0.03% | 90 | 90 | — | $3.67万 | 新建仓 |
| EMB | ISHARES TR | $3.74万 | 0.03% | 398 | -9 | -2.2% | -$845 | 减仓 |
| IUSG | ISHARES TR | $3.77万 | 0.03% | 243 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TR | $3.81万 | 0.03% | 432 | 124 | 40.3% | $1.09万 | 加仓 |
| SYK | STRYKER CORPORATION | $3.81万 | 0.03% | 116 | 16 | 16.0% | $5,257 | 加仓 |
| VXUS | VANGUARD STAR FDS | $3.82万 | 0.03% | 495 | 25 | 5.3% | $1,928 | 加仓 |
| — | INNOVATOR ETFS TRUST | $3.83万 | 0.03% | 1,148 | -12 | -1.0% | -$400 | 减仓 |
| AFDM | FIRST TR EXCH TRADED FD III | $3.87万 | 0.03% | 471 | 7 | 1.5% | $575 | 加仓 |
| CRWV | COREWEAVE INC | $3.87万 | 0.03% | 500 | -2,500 | -83.3% | -$19.37万 | 减仓 |
| ORC | ORCHID IS CAP INC | $3.93万 | 0.03% | 5,584 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $3.93万 | 0.03% | 316 | 97 | 44.3% | $1.21万 | 加仓 |
| DE | DEERE & CO | $3.94万 | 0.03% | 70 | 69 | 6,900.0% | $3.89万 | 加仓 |
| MRK | MERCK & CO INC | $3.95万 | 0.03% | 328 | 25 | 8.3% | $3,007 | 加仓 |
| KR | KROGER CO | $3.95万 | 0.03% | 546 | 32 | 6.2% | $2,316 | 加仓 |
| F | FORD MTR CO | $3.96万 | 0.03% | 3,430 | 7 | 0.2% | $81 | 加仓 |
| VLO | VALERO ENERGY CORP | $4.03万 | 0.03% | 163 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC | $4.05万 | 0.03% | 702 | 677 | 2,708.0% | $3.90万 | 加仓 |
| ESGU | ISHARES TR | $4.06万 | 0.03% | 287 | 5 | 1.8% | $707 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $4.10万 | 0.03% | 371 | 0 | 0.0% | — | 不变 |
| XLF | SELECT SECTOR SPDR TR | $4.13万 | 0.03% | 836 | -200 | -19.3% | -$9,874 | 减仓 |
| VO | VANGUARD INDEX FDS | $4.14万 | 0.03% | 144 | 0 | 0.0% | — | 不变 |
| PFEB | INNOVATOR ETFS TRUST | $4.19万 | 0.03% | 1,044 | -206 | -16.5% | -$8,261 | 减仓 |
| FNOV | FIRST TR EXCHNG TRADED FD VI | $4.19万 | 0.03% | 785 | 0 | 0.0% | — | 不变 |
| DTCR | GLOBAL X FDS | $4.25万 | 0.03% | 1,773 | 1,773 | — | $4.25万 | 新建仓 |
| GE | GE AEROSPACE | $4.31万 | 0.03% | 152 | 0 | 0.0% | — | 不变 |
| HACK | AMPLIFY ETF TR | $4.36万 | 0.03% | 580 | 198 | 51.8% | $1.49万 | 加仓 |
| EEM | ISHARES TR | $4.36万 | 0.03% | 768 | 768 | — | $4.36万 | 新建仓 |
| NFLX | NETFLIX INC. | $4.41万 | 0.03% | 459 | 149 | 48.1% | $1.43万 | 加仓 |
| MOO | VANECK ETF TRUST | $4.45万 | 0.03% | 527 | 527 | — | $4.45万 | 新建仓 |
| CSCO | CISCO SYS INC | $4.46万 | 0.03% | 575 | 473 | 463.7% | $3.67万 | 加仓 |
| FV | FIRST TR EXCHANGE TRADED FD | $4.53万 | 0.03% | 750 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP | $4.56万 | 0.03% | 250 | 143 | 133.6% | $2.61万 | 加仓 |
| FMB | FIRST TR EXCH TRADED FD III | $4.61万 | 0.03% | 909 | -722 | -44.3% | -$3.66万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $4.61万 | 0.03% | 1,604 | 1,337 | 500.7% | $3.84万 | 加仓 |
| UFO | PROCURE ETF TRUST II | $4.65万 | 0.03% | 1,037 | 1,037 | — | $4.65万 | 新建仓 |
| BIV | VANGUARD BD INDEX FDS | $4.72万 | 0.03% | 611 | 15 | 2.5% | $1,158 | 加仓 |
| — | LISTED FDS TR | $4.72万 | 0.03% | 1,247 | 28 | 2.3% | $1,060 | 加仓 |
| DXJ | WISDOMTREE TR | $4.77万 | 0.03% | 301 | 147 | 95.5% | $2.33万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $4.81万 | 0.04% | 597 | -106 | -15.1% | -$8,541 | 减仓 |
| VHT | VANGUARD WORLD FD | $4.82万 | 0.04% | 177 | 9 | 5.4% | $2,451 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $4.87万 | 0.04% | 99 | 63 | 175.0% | $3.10万 | 加仓 |
| — | WISDOMTREE TR | $4.94万 | 0.04% | 1,776 | 0 | 0.0% | — | 不变 |
| VRIG | INVESCO ACTIVELY MANAGED EXC | $4.94万 | 0.04% | 1,974 | 1,974 | — | $4.94万 | 新建仓 |
| CAT | CATERPILLAR INC | $4.96万 | 0.04% | 70 | 51 | 268.4% | $3.61万 | 加仓 |
| GEV | GE VERNOVA INC | $4.98万 | 0.04% | 57 | 5 | 9.6% | $4,364 | 加仓 |
| — | INNOVATOR ETFS TRUST | $4.98万 | 0.04% | 1,336 | 0 | 0.0% | — | 不变 |
| FLRN | SPDR SERIES TRUST | $5.00万 | 0.04% | 1,623 | 1,623 | — | $5.00万 | 新建仓 |
| ASML | ASML HLDG NV | $5.02万 | 0.04% | 38 | 7 | 22.6% | $9,246 | 加仓 |
| WELL | WELLTOWER INC | $5.02万 | 0.04% | 254 | 254 | — | $5.02万 | 新建仓 |
| JMTG | J P MORGAN EXCHANGE TRADED F | $5.06万 | 0.04% | 992 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $5.07万 | 0.04% | 1,311 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $5.07万 | 0.04% | 1,324 | 0 | 0.0% | — | 不变 |