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 |
|---|---|---|---|---|---|---|---|---|
| TRIN | TRINITY CAP INC | $1.79万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| NVTS | NAVITAS SEMICONDUCTOR CORP | $1.79万 | 0.01% | 1,000 | 1,000 | — | $1.79万 | 新建仓 |
| TJX | TJX COS INC NEW | $1.83万 | 0.01% | 121 | 60 | 98.4% | $9,090 | 加仓 |
| WFC | WELLS FARGO & CO | $1.85万 | 0.01% | 224 | 82 | 57.7% | $6,776 | 加仓 |
| SPYG | SPDR SERIES TRUST | $1.86万 | 0.01% | 156 | -777 | -83.3% | -$9.25万 | 减仓 |
| FEBW | AIM ETF PRODUCTS TRUST | $1.87万 | 0.01% | 526 | 526 | — | $1.87万 | 新建仓 |
| — | STERLING CAP FDS | $1.87万 | 0.01% | 750 | 0 | 0.0% | — | 不变 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $1.88万 | 0.01% | 443 | 443 | — | $1.88万 | 新建仓 |
| IX | ORIX CORP | $1.90万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| LTC | LTC PPTYS INC | $1.92万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| XMTR | XOMETRY INC | $1.93万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| PZA | INVESCO EXCH TRADED FD TR II | $1.94万 | 0.01% | 824 | 718 | 677.4% | $1.69万 | 加仓 |
| CCL | CARNIVAL CORP LTD | $1.95万 | 0.01% | 683 | 683 | — | $1.95万 | 新建仓 |
| KRP | KIMBELL RTY PARTNERS LP | $1.96万 | 0.01% | 1,350 | 1,000 | 285.7% | $1.45万 | 加仓 |
| SO | SOUTHERN CO | $1.96万 | 0.01% | 205 | 110 | 115.8% | $1.05万 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC | $1.97万 | 0.01% | 166 | 0 | 0.0% | — | 不变 |
| DX | DYNEX CAP INC | $1.98万 | 0.01% | 1,510 | 0 | 0.0% | — | 不变 |
| ETR | ENTERGY CORP NEW | $2.00万 | 0.01% | 174 | 142 | 443.8% | $1.63万 | 加仓 |
| COPX | GLOBAL X FDS | $2.03万 | 0.01% | 264 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INC | $2.04万 | 0.01% | 189 | 2 | 1.1% | $215 | 加仓 |
| CI | THE CIGNA GROUP | $2.07万 | 0.01% | 75 | 11 | 17.2% | $3,032 | 加仓 |
| JUNW | AIM ETF PRODUCTS TRUST | $2.08万 | 0.01% | 604 | 604 | — | $2.08万 | 新建仓 |
| TGT | TARGET CORP | $2.10万 | 0.01% | 161 | 108 | 203.8% | $1.41万 | 加仓 |
| FN | FABRINET | $2.14万 | 0.01% | 38 | -502 | -93.0% | -$28.22万 | 减仓 |
| ORCL | ORACLE CORP | $2.14万 | 0.01% | 146 | 37 | 33.9% | $5,422 | 加仓 |
| — | U S GOLD CORP | $2.15万 | 0.01% | 1,400 | 0 | 0.0% | — | 不变 |
| RSG | REPUBLIC SVCS INC | $2.15万 | 0.01% | 101 | 33 | 48.5% | $7,032 | 加仓 |
| UNM | UNUM GROUP | $2.15万 | 0.01% | 241 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $2.16万 | 0.01% | 97 | 49 | 102.1% | $1.09万 | 加仓 |
| RTX | RTX CORPORATION | $2.16万 | 0.01% | 114 | 13 | 12.9% | $2,466 | 加仓 |
| — | ALPS ETF TR | $2.18万 | 0.01% | 289 | 0 | 0.0% | — | 不变 |
| SHW | SHERWIN WILLIAMS CO | $2.20万 | 0.01% | 64 | 4 | 6.7% | $1,377 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $2.22万 | 0.01% | 666 | -1,402 | -67.8% | -$4.67万 | 减仓 |
| — | ETF OPPORTUNITIES TRUST | $2.27万 | 0.01% | 776 | 0 | 0.0% | — | 不变 |
| PULS | PGIM ETF TR | $2.28万 | 0.01% | 461 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC | $2.29万 | 0.01% | 293 | -544 | -65.0% | -$4.26万 | 减仓 |
| ET | ENERGY TRANSFER L P | $2.30万 | 0.01% | 1,204 | 820 | 213.5% | $1.57万 | 加仓 |
| XSOE | WISDOMTREE TR | $2.31万 | 0.01% | 469 | 0 | 0.0% | — | 不变 |
| MLM | MARTIN MARIETTA MATLS INC | $2.31万 | 0.01% | 40 | 0 | 0.0% | — | 不变 |
| AVDV | AMERICAN CENTY ETF TR | $2.31万 | 0.01% | 224 | 0 | 0.0% | — | 不变 |
| HOOD | ROBINHOOD MKTS INC | $2.32万 | 0.01% | 231 | -1,000 | -81.2% | -$10.03万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $2.32万 | 0.01% | 322 | 317 | 6,340.0% | $2.29万 | 加仓 |
| EXC | EXELON CORP | $2.33万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $2.34万 | 0.01% | 687 | 37 | 5.7% | $1,258 | 加仓 |
| CIEN | CIENA CORP | $2.35万 | 0.01% | 48 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $2.36万 | 0.01% | 169 | 17 | 11.2% | $2,373 | 加仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $2.38万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| SETM | SPROTT FDS TR | $2.43万 | 0.01% | 780 | 0 | 0.0% | — | 不变 |
| BLOK | AMPLIFY ETF TR | $2.44万 | 0.01% | 389 | 263 | 208.7% | $1.65万 | 加仓 |
| SNOW | SNOWFLAKE INC | $2.44万 | 0.01% | 96 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL | $2.46万 | 0.01% | 768 | 750 | 4,166.7% | $2.40万 | 加仓 |
| UNP | UNION PAC CORP | $2.48万 | 0.01% | 91 | 8 | 9.6% | $2,176 | 加仓 |
| — | INNOVATOR ETFS TRUST | $2.50万 | 0.01% | 1,250 | 1,250 | — | $2.50万 | 新建仓 |
| FLOT | ISHARES TR | $2.51万 | 0.01% | 491 | 0 | 0.0% | — | 不变 |
| GSY | INVESCO ACTIVELY MANAGED EXC | $2.51万 | 0.01% | 500 | 500 | — | $2.51万 | 新建仓 |
| APH | AMPHENOL CORP | $2.52万 | 0.01% | 143 | 82 | 134.4% | $1.45万 | 加仓 |
| PAPR | INNOVATOR ETFS TRUST | $2.53万 | 0.01% | 600 | 0 | 0.0% | — | 不变 |
| CTA | SIMPLIFY EXCHANGE TRADED FUN | $2.54万 | 0.01% | 979 | 0 | 0.0% | — | 不变 |
| ICOP | ISHARES TR | $2.54万 | 0.01% | 516 | 0 | 0.0% | — | 不变 |
| CLOA | BLACKROCK ETF TRUST II | $2.54万 | 0.01% | 490 | 490 | — | $2.54万 | 新建仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $2.55万 | 0.01% | 87 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG | $2.55万 | 0.02% | 163 | 138 | 552.0% | $2.16万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $2.56万 | 0.02% | 138 | 13 | 10.4% | $2,408 | 加仓 |
| BLV | VANGUARD BD INDEX FDS | $2.57万 | 0.02% | 373 | 123 | 49.2% | $8,478 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $2.61万 | 0.02% | 271 | 0 | 0.0% | — | 不变 |
| CDE | COEUR MNG INC | $2.61万 | 0.02% | 1,602 | 1,602 | — | $2.61万 | 新建仓 |
| TIP | ISHARES TR | $2.62万 | 0.02% | 239 | 0 | 0.0% | — | 不变 |
| ONEQ | FIDELITY COMWLTH TR | $2.62万 | 0.02% | 254 | 0 | 0.0% | — | 不变 |
| VICI | VICI PPTYS INC | $2.65万 | 0.02% | 1,000 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB STRATEGIC TR | $2.66万 | 0.02% | 919 | 518 | 129.2% | $1.50万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $2.67万 | 0.02% | 738 | 96 | 15.0% | $3,468 | 加仓 |
| CHW | CALAMOS GBL DYN INCOME FUND | $2.67万 | 0.02% | 2,994 | 2,994 | — | $2.67万 | 新建仓 |
| HONA | HONEYWELL AEROSPACE INC | $2.70万 | 0.02% | 122 | 122 | — | $2.70万 | 新建仓 |
| SNDK | SANDISK CORP | $2.73万 | 0.02% | 12 | 0 | 0.0% | — | 不变 |
| GDX | VANECK ETF TRUST | $2.73万 | 0.02% | 362 | 0 | 0.0% | — | 不变 |
| DFUS | DIMENSIONAL ETF TRUST | $2.75万 | 0.02% | 336 | 0 | 0.0% | — | 不变 |
| HON | HONEYWELL INTL INC | $2.77万 | 0.02% | 124 | -29 | -19.0% | -$6,467 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $2.78万 | 0.02% | 203 | 2 | 1.0% | $274 | 加仓 |
| DAL | DELTA AIR LINES INC | $2.78万 | 0.02% | 297 | 0 | 0.0% | — | 不变 |
| XEL | XCEL ENERGY INC | $2.80万 | 0.02% | 349 | 0 | 0.0% | — | 不变 |
| FMHI | FIRST TR EXCH TRADED FD III | $2.82万 | 0.02% | 582 | 0 | 0.0% | — | 不变 |
| MSI | MOTOROLA SOLUTIONS INC | $2.82万 | 0.02% | 68 | 30 | 78.9% | $1.25万 | 加仓 |
| QQQJ | INVESCO EXCH TRADED FD TR II | $2.87万 | 0.02% | 632 | 632 | — | $2.87万 | 新建仓 |
| BUFG | FIRST TR EXCHNG TRADED FD VI | $2.90万 | 0.02% | 989 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $2.92万 | 0.02% | 935 | 0 | 0.0% | — | 不变 |
| VPU | VANGUARD WORLD FD | $2.94万 | 0.02% | 150 | 150 | — | $2.94万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $2.98万 | 0.02% | 878 | 0 | 0.0% | — | 不变 |
| MINT | PIMCO ETF TR | $2.98万 | 0.02% | 296 | 0 | 0.0% | — | 不变 |
| XOVR | ENTREPRENEURSHARES SERIES TR | $2.98万 | 0.02% | 1,418 | 1,418 | — | $2.98万 | 新建仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $3.01万 | 0.02% | 220 | 0 | 0.0% | — | 不变 |
| XLU | SELECT SECTOR SPDR TR | $3.04万 | 0.02% | 670 | -660 | -49.6% | -$2.99万 | 减仓 |
| PFE | PFIZER INC | $3.04万 | 0.02% | 1,264 | 270 | 27.2% | $6,501 | 加仓 |
| PFFD | GLOBAL X FDS | $3.05万 | 0.02% | 1,634 | 0 | 0.0% | — | 不变 |
| JNK | SPDR SERIES TRUST | $3.06万 | 0.02% | 318 | 0 | 0.0% | — | 不变 |
| QCLN | FIRST TR EXCHANGE-TRADED FD | $3.07万 | 0.02% | 500 | 500 | — | $3.07万 | 新建仓 |
| LCTD | BLACKROCK ETF TRUST | $3.07万 | 0.02% | 533 | 154 | 40.6% | $8,879 | 加仓 |
| O | REALTY INCOME CORP | $3.10万 | 0.02% | 500 | 0 | 0.0% | — | 不变 |
| AEM | AGNICO EAGLE MINES LTD | $3.10万 | 0.02% | 200 | 200 | — | $3.10万 | 新建仓 |
| LOUP | INNOVATOR ETFS TRUST | $3.10万 | 0.02% | 315 | 0 | 0.0% | — | 不变 |
| EBAY | EBAY INC. | $3.14万 | 0.02% | 281 | 92 | 48.7% | $1.03万 | 加仓 |