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 |
|---|---|---|---|---|---|---|---|---|
| JFLX | J P MORGAN EXCHANGE TRADED F | $5.09万 | 0.04% | 1,025 | 1,025 | — | $5.09万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $5.12万 | 0.04% | 2,423 | 0 | 0.0% | — | 不变 |
| XBI | SPDR SERIES TRUST | $5.12万 | 0.04% | 401 | 401 | — | $5.12万 | 新建仓 |
| GLW | CORNING INC | $5.18万 | 0.04% | 381 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $5.21万 | 0.04% | 1,937 | 0 | 0.0% | — | 不变 |
| FOCT | FIRST TR EXCHNG TRADED FD VI | $5.22万 | 0.04% | 1,095 | 0 | 0.0% | — | 不变 |
| SHYG | ISHARES TR | $5.22万 | 0.04% | 1,234 | 1,234 | — | $5.22万 | 新建仓 |
| AVSC | AMERICAN CENTY ETF TR | $5.23万 | 0.04% | 839 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $5.24万 | 0.04% | 270 | 239 | 771.0% | $4.64万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $5.26万 | 0.04% | 1,095 | 64 | 6.2% | $3,075 | 加仓 |
| FLRG | FIDELITY COVINGTON TRUST | $5.28万 | 0.04% | 1,436 | 0 | 0.0% | — | 不变 |
| USHY | ISHARES TR | $5.31万 | 0.04% | 1,442 | 1,366 | 1,797.4% | $5.03万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $5.44万 | 0.04% | 55 | 4 | 7.8% | $3,958 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $5.54万 | 0.04% | 883 | 483 | 120.8% | $3.03万 | 加仓 |
| — | ALPS ETF TR | $5.58万 | 0.04% | 891 | 10 | 1.1% | $627 | 加仓 |
| GAPR | FIRST TR EXCHNG TRADED FD VI | $5.60万 | 0.04% | 1,384 | 0 | 0.0% | — | 不变 |
| SHLD | GLOBAL X FDS | $5.62万 | 0.04% | 793 | 288 | 57.0% | $2.04万 | 加仓 |
| USXF | ISHARES TR | $5.65万 | 0.04% | 1,023 | 39 | 4.0% | $2,153 | 加仓 |
| AIQ | GLOBAL X FDS | $5.65万 | 0.04% | 1,210 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $5.66万 | 0.04% | 744 | 354 | 90.8% | $2.69万 | 加仓 |
| BOND | PIMCO ETF TR | $5.68万 | 0.04% | 616 | 0 | 0.0% | — | 不变 |
| ESGE | ISHARES INC | $5.76万 | 0.04% | 1,266 | 826 | 187.7% | $3.76万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $5.78万 | 0.04% | 207 | 19 | 10.1% | $5,306 | 加仓 |
| NOW | SERVICENOW INC | $5.85万 | 0.04% | 560 | 380 | 211.1% | $3.97万 | 加仓 |
| SDY | SPDR SERIES TRUST | $5.90万 | 0.04% | 404 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $5.90万 | 0.04% | 324 | 99 | 44.0% | $1.80万 | 加仓 |
| QTUM | ETF SER SOLUTIONS | $5.91万 | 0.04% | 551 | 0 | 0.0% | — | 不变 |
| SPG | SIMON PPTY GROUP INC NEW | $5.91万 | 0.04% | 317 | 0 | 0.0% | — | 不变 |
| XMLV | INVESCO EXCH TRADED FD TR II | $5.92万 | 0.04% | 940 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $5.93万 | 0.04% | 899 | 13 | 1.5% | $858 | 加仓 |
| T | AT&T INC | $5.99万 | 0.04% | 2,065 | 1,476 | 250.6% | $4.28万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $5.99万 | 0.04% | 415 | 231 | 125.5% | $3.34万 | 加仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $6.02万 | 0.04% | 1,528 | 0 | 0.0% | — | 不变 |
| BAUG | INNOVATOR ETFS TRUST | $6.03万 | 0.04% | 1,235 | 0 | 0.0% | — | 不变 |
| RAA | ETF OPPORTUNITIES TRUST | $6.05万 | 0.04% | 2,190 | 0 | 0.0% | — | 不变 |
| ONEZ | ELEVATION SERIES TRUST | $6.05万 | 0.04% | 2,417 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $6.09万 | 0.04% | 306 | 17 | 5.9% | $3,384 | 加仓 |
| SUSC | ISHARES TR | $6.10万 | 0.04% | 2,636 | 0 | 0.0% | — | 不变 |
| XLU | SELECT SECTOR SPDR TR | $6.10万 | 0.04% | 1,330 | 494 | 59.1% | $2.27万 | 加仓 |
| ENB | ENBRIDGE INC | $6.13万 | 0.04% | 1,132 | 882 | 352.8% | $4.78万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $6.28万 | 0.05% | 183 | 155 | 553.6% | $5.32万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $6.39万 | 0.05% | 2,390 | 0 | 0.0% | — | 不变 |
| CMI | CUMMINS INC | $6.67万 | 0.05% | 124 | 124 | — | $6.67万 | 新建仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $6.68万 | 0.05% | 2,347 | 107 | 4.8% | $3,045 | 加仓 |
| PEP | PEPSICO INC | $6.71万 | 0.05% | 432 | 200 | 86.2% | $3.11万 | 加仓 |
| TLT | ISHARES TR | $6.72万 | 0.05% | 775 | -11 | -1.4% | -$954 | 减仓 |
| SOFI | SOFI TECHNOLOGIES INC | $6.73万 | 0.05% | 4,240 | 0 | 0.0% | — | 不变 |
| BSV | VANGUARD BD INDEX FDS | $6.85万 | 0.05% | 874 | 106 | 13.8% | $8,311 | 加仓 |
| EAGG | ISHARES TR | $6.89万 | 0.05% | 1,450 | 0 | 0.0% | — | 不变 |
| NBIS | NEBIUS GROUP N.V. | $6.92万 | 0.05% | 667 | -433 | -39.4% | -$4.49万 | 减仓 |
| CERY | SPDR SERIES TRUST | $7.01万 | 0.05% | 1,988 | -4 | -0.2% | -$141 | 减仓 |
| ICVT | ISHARES TR | $7.08万 | 0.05% | 696 | -7 | -1.0% | -$713 | 减仓 |
| AOK | ISHARES TR | $7.09万 | 0.05% | 1,777 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $7.14万 | 0.05% | 302 | 192 | 174.5% | $4.54万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $7.16万 | 0.05% | 352 | 35 | 11.0% | $7,120 | 加仓 |
| TMUS | T-MOBILE US INC | $7.16万 | 0.05% | 341 | 0 | 0.0% | — | 不变 |
| — | ELEVATION SERIES TRUST | $7.21万 | 0.05% | 2,988 | -7,367 | -71.1% | -$17.78万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $7.22万 | 0.05% | 2,478 | 490 | 24.6% | $1.43万 | 加仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $7.24万 | 0.05% | 773 | 14 | 1.8% | $1,311 | 加仓 |
| MDT | MEDTRONIC PLC | $7.25万 | 0.05% | 837 | 726 | 654.1% | $6.29万 | 加仓 |
| XME | SPDR SERIES TRUST | $7.33万 | 0.05% | 679 | 383 | 129.4% | $4.14万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $7.44万 | 0.05% | 404 | 0 | 0.0% | — | 不变 |
| ESGD | ISHARES TR | $7.64万 | 0.06% | 799 | 799 | — | $7.64万 | 新建仓 |
| QHY | WISDOMTREE TR | $7.64万 | 0.06% | 1,678 | -211 | -11.2% | -$9,609 | 减仓 |
| GLDM | WORLD GOLD TR | $7.67万 | 0.06% | 827 | -3 | -0.4% | -$278 | 减仓 |
| V | VISA INC | $7.68万 | 0.06% | 254 | 183 | 257.7% | $5.53万 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $7.69万 | 0.06% | 960 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $7.76万 | 0.06% | 593 | 375 | 172.0% | $4.91万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $7.85万 | 0.06% | 324 | 0 | 0.0% | — | 不变 |
| CINF | CINCINNATI FINL CORP | $7.87万 | 0.06% | 500 | 0 | 0.0% | — | 不变 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $7.89万 | 0.06% | 1,258 | -36 | -2.8% | -$2,256 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $7.95万 | 0.06% | 2,068 | 37 | 1.8% | $1,422 | 加仓 |
| DSI | ISHARES TR | $7.96万 | 0.06% | 657 | 6 | 0.9% | $727 | 加仓 |
| FDEC | FIRST TR EXCHNG TRADED FD VI | $8.06万 | 0.06% | 1,622 | -105 | -6.1% | -$5,221 | 减仓 |
| NEE | NEXTERA ENERGY INC | $8.25万 | 0.06% | 888 | 776 | 692.9% | $7.21万 | 加仓 |
| JAJL | INNOVATOR ETFS TRUST | $8.29万 | 0.06% | 2,851 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $8.42万 | 0.06% | 169 | 115 | 213.0% | $5.73万 | 加仓 |
| CHAT | TIDAL TRUST II | $8.46万 | 0.06% | 1,368 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $8.47万 | 0.06% | 945 | -1,716 | -64.5% | -$15.37万 | 减仓 |
| HOOD | ROBINHOOD MKTS INC | $8.53万 | 0.06% | 1,231 | -16 | -1.3% | -$1,109 | 减仓 |
| UFEB | INNOVATOR ETFS TRUST | $8.71万 | 0.06% | 2,400 | -15,702 | -86.7% | -$57.00万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $8.74万 | 0.06% | 2,675 | 0 | 0.0% | — | 不变 |
| GOVT | ISHARES TR | $9.03万 | 0.07% | 3,941 | -29 | -0.7% | -$664 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $9.06万 | 0.07% | 548 | 537 | 4,881.8% | $8.88万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $9.13万 | 0.07% | 933 | 0 | 0.0% | — | 不变 |
| DFEB | FIRST TR EXCHNG TRADED FD VI | $9.16万 | 0.07% | 1,933 | -1,537 | -44.3% | -$7.28万 | 减仓 |
| GFEB | FIRST TR EXCHNG TRADED FD VI | $9.26万 | 0.07% | 2,253 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $9.31万 | 0.07% | 450 | 120 | 36.4% | $2.48万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $9.62万 | 0.07% | 1,917 | 37 | 2.0% | $1,857 | 加仓 |
| JANW | AIM ETF PRODUCTS TRUST | $9.65万 | 0.07% | 2,644 | 2,644 | — | $9.65万 | 新建仓 |
| MUNI | PIMCO ETF TR | $9.66万 | 0.07% | 1,851 | 83 | 4.7% | $4,332 | 加仓 |
| AGG | ISHARES TR | $9.70万 | 0.07% | 977 | 119 | 13.9% | $1.18万 | 加仓 |
| VV | VANGUARD INDEX FDS | $9.71万 | 0.07% | 325 | 0 | 0.0% | — | 不变 |
| — | ELEVATION SERIES TRUST | $9.82万 | 0.07% | 4,810 | 4,810 | — | $9.82万 | 新建仓 |
| SPYV | SPDR SERIES TRUST | $9.83万 | 0.07% | 1,737 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $9.84万 | 0.07% | 141 | 130 | 1,181.8% | $9.07万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $9.85万 | 0.07% | 163 | 19 | 13.2% | $1.15万 | 加仓 |
| DXYZ | DESTINY TECH100 INC | $10.02万 | 0.07% | 3,741 | 3,741 | — | $10.02万 | 新建仓 |
| RLI | RLI CORP | $10.05万 | 0.07% | 1,762 | 0 | 0.0% | — | 不变 |
| VCIT | VANGUARD SCOTTSDALE FDS | $10.11万 | 0.07% | 1,222 | 0 | 0.0% | — | 不变 |