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 |
|---|---|---|---|---|---|---|---|---|
| DHR | DANAHER CORP DEL | $3.16万 | 0.02% | 166 | 12 | 7.8% | $2,286 | 加仓 |
| TFLO | ISHARES TR | $3.17万 | 0.02% | 626 | 0 | 0.0% | — | 不变 |
| RCL | ROYAL CARIBBEAN GROUP | $3.18万 | 0.02% | 100 | 0 | 0.0% | — | 不变 |
| PPA | INVESCO EXCHANGE TRADED FD T | $3.18万 | 0.02% | 180 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $3.20万 | 0.02% | 44 | 13 | 41.9% | $9,446 | 加仓 |
| PHYL | PGIM ETF TR | $3.21万 | 0.02% | 920 | 0 | 0.0% | — | 不变 |
| MAYW | AIM ETF PRODUCTS TRUST | $3.21万 | 0.02% | 924 | 924 | — | $3.21万 | 新建仓 |
| — | INVESCO EXCHANGE TRADED FD T | $3.23万 | 0.02% | 500 | 0 | 0.0% | — | 不变 |
| IDEV | ISHARES TR | $3.25万 | 0.02% | 365 | 365 | — | $3.25万 | 新建仓 |
| FIW | FIRST TR EXCHANGE-TRADED FD | $3.26万 | 0.02% | 298 | 0 | 0.0% | — | 不变 |
| FSMB | FIRST TR EXCH TRADED FD III | $3.28万 | 0.02% | 1,640 | 0 | 0.0% | — | 不变 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $3.31万 | 0.02% | 153 | 3 | 2.0% | $650 | 加仓 |
| ALL | ALLSTATE CORP | $3.38万 | 0.02% | 142 | 0 | 0.0% | — | 不变 |
| CTAS | CINTAS CORP | $3.40万 | 0.02% | 200 | 0 | 0.0% | — | 不变 |
| — | ATAIBECKLEY INC | $3.41万 | 0.02% | 6,467 | 0 | 0.0% | — | 不变 |
| IUSV | ISHARES TR | $3.44万 | 0.02% | 312 | 31 | 11.0% | $3,415 | 加仓 |
| FNX | FIRST TR EXCHANGE-TRADED ALP | $3.47万 | 0.02% | 237 | 237 | — | $3.47万 | 新建仓 |
| AXP | AMERICAN EXPRESS CO | $3.48万 | 0.02% | 103 | -3 | -2.8% | -$1,015 | 减仓 |
| AMP | AMERIPRISE FINL INC | $3.53万 | 0.02% | 77 | 0 | 0.0% | — | 不变 |
| VNLA | JANUS DETROIT STR TR | $3.55万 | 0.02% | 727 | 0 | 0.0% | — | 不变 |
| BSX | BOSTON SCIENTIFIC CORP | $3.58万 | 0.02% | 839 | -44 | -5.0% | -$1,878 | 减仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $3.59万 | 0.02% | 767 | 27 | 3.6% | $1,264 | 加仓 |
| KR | KROGER CO | $3.59万 | 0.02% | 647 | 101 | 18.5% | $5,609 | 加仓 |
| FAUG | FIRST TR EXCHNG TRADED FD VI | $3.60万 | 0.02% | 637 | 0 | 0.0% | — | 不变 |
| NTSX | WISDOMTREE TR | $3.68万 | 0.02% | 623 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $3.69万 | 0.02% | 249 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $3.70万 | 0.02% | 200 | 150 | 300.0% | $2.77万 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $3.73万 | 0.02% | 662 | 5 | 0.8% | $282 | 加仓 |
| SYY | SYSCO CORP | $3.74万 | 0.02% | 447 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $3.74万 | 0.02% | 72 | 8 | 12.5% | $4,152 | 加仓 |
| SBAR | SIMPLIFY EXCHANGE TRADED FUN | $3.74万 | 0.02% | 1,460 | -9,747 | -87.0% | -$24.95万 | 减仓 |
| FYX | FIRST TR EXCHANGE-TRADED ALP | $3.75万 | 0.02% | 260 | 260 | — | $3.75万 | 新建仓 |
| SYK | STRYKER CORPORATION | $3.78万 | 0.02% | 120 | 4 | 3.4% | $1,259 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $3.80万 | 0.02% | 242 | 0 | 0.0% | — | 不变 |
| EMB | ISHARES TR | $3.81万 | 0.02% | 395 | -3 | -0.8% | -$289 | 减仓 |
| VLO | VALERO ENERGY CORP | $3.83万 | 0.02% | 147 | -16 | -9.8% | -$4,167 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $3.87万 | 0.02% | 78 | 26 | 50.0% | $1.29万 | 加仓 |
| ORC | ORCHID IS CAP INC | $3.89万 | 0.02% | 5,584 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $3.89万 | 0.02% | 42 | -13 | -23.6% | -$1.21万 | 减仓 |
| F | FORD MTR CO | $3.93万 | 0.02% | 2,829 | -601 | -17.5% | -$8,354 | 减仓 |
| PRU | PRUDENTIAL FINL INC | $3.94万 | 0.02% | 365 | 222 | 155.2% | $2.40万 | 加仓 |
| MS | MORGAN STANLEY | $4.06万 | 0.02% | 194 | 51 | 35.7% | $1.07万 | 加仓 |
| BCX | BLACKROCK RES & COMMODITIES | $4.12万 | 0.02% | 3,644 | 3,644 | — | $4.12万 | 新建仓 |
| MOO | VANECK ETF TRUST | $4.17万 | 0.02% | 527 | 0 | 0.0% | — | 不变 |
| ANET | ARISTA NETWORKS INC | $4.23万 | 0.02% | 249 | 50 | 25.1% | $8,494 | 加仓 |
| GMAY | FIRST TR EXCHNG TRADED FD VI | $4.24万 | 0.02% | 986 | 434 | 78.6% | $1.87万 | 加仓 |
| SSO | PROSHARES TR | $4.24万 | 0.02% | 630 | 0 | 0.0% | — | 不变 |
| XHB | SPDR SERIES TRUST | $4.28万 | 0.03% | 370 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $4.36万 | 0.03% | 145 | 0 | 0.0% | — | 不变 |
| PFEB | INNOVATOR ETFS TRUST | $4.46万 | 0.03% | 1,036 | -8 | -0.8% | -$344 | 减仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $4.46万 | 0.03% | 540 | 0 | 0.0% | — | 不变 |
| XLF | SELECT SECTOR SPDR TR | $4.48万 | 0.03% | 836 | 0 | 0.0% | — | 不变 |
| IREN | IREN LIMITED | $4.57万 | 0.03% | 1,000 | 1,000 | — | $4.57万 | 新建仓 |
| FNOV | FIRST TR EXCHNG TRADED FD VI | $4.59万 | 0.03% | 785 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC | $4.62万 | 0.03% | 799 | 97 | 13.8% | $5,610 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $4.69万 | 0.03% | 189 | -18 | -8.7% | -$4,471 | 减仓 |
| — | WISDOMTREE TR | $4.70万 | 0.03% | 1,636 | -140 | -7.9% | -$4,018 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $4.70万 | 0.03% | 109 | 9 | 9.0% | $3,883 | 加仓 |
| SHLD | GLOBAL X FDS | $4.74万 | 0.03% | 793 | 0 | 0.0% | — | 不变 |
| AFDM | FIRST TR EXCH TRADED FD III | $4.75万 | 0.03% | 546 | 75 | 15.9% | $6,531 | 加仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $4.76万 | 0.03% | 1,070 | 1,070 | — | $4.76万 | 新建仓 |
| GE | GE AEROSPACE | $4.78万 | 0.03% | 128 | -24 | -15.8% | -$8,969 | 减仓 |
| ADI | ANALOG DEVICES INC | $4.81万 | 0.03% | 121 | 26 | 27.4% | $1.03万 | 加仓 |
| IUSG | ISHARES TR | $4.87万 | 0.03% | 259 | 16 | 6.6% | $3,009 | 加仓 |
| SOXX | ISHARES TR | $4.88万 | 0.03% | 76 | 0 | 0.0% | — | 不变 |
| VRIG | INVESCO ACTIVELY MANAGED EXC | $4.95万 | 0.03% | 1,974 | 0 | 0.0% | — | 不变 |
| DMXF | ISHARES TR | $4.98万 | 0.03% | 589 | 170 | 40.6% | $1.44万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $5.00万 | 0.03% | 652 | 41 | 6.7% | $3,145 | 加仓 |
| FLRN | SPDR SERIES TRUST | $5.01万 | 0.03% | 1,623 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP | $5.02万 | 0.03% | 250 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $5.02万 | 0.03% | 703 | 244 | 53.2% | $1.74万 | 加仓 |
| JMTG | J P MORGAN EXCHANGE TRADED F | $5.03万 | 0.03% | 992 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $5.04万 | 0.03% | 508 | -52 | -9.3% | -$5,163 | 减仓 |
| USHY | ISHARES TR | $5.06万 | 0.03% | 1,366 | -76 | -5.3% | -$2,814 | 减仓 |
| EUSB | ISHARES TR | $5.06万 | 0.03% | 1,164 | 401 | 52.6% | $1.74万 | 加仓 |
| POWL | POWELL INDS INC | $5.15万 | 0.03% | 180 | -18 | -9.1% | -$5,154 | 减仓 |
| — | LISTED FDS TR | $5.21万 | 0.03% | 1,247 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETE CORP | $5.22万 | 0.03% | 204 | 101 | 98.1% | $2.58万 | 加仓 |
| DXJ | WISDOMTREE TR | $5.22万 | 0.03% | 301 | 0 | 0.0% | — | 不变 |
| SHYG | ISHARES TR | $5.23万 | 0.03% | 1,234 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES TR | $5.25万 | 0.03% | 768 | 0 | 0.0% | — | 不变 |
| UFO | PROCURE ETF TRUST II | $5.25万 | 0.03% | 1,037 | 0 | 0.0% | — | 不变 |
| FMB | FIRST TR EXCH TRADED FD III | $5.26万 | 0.03% | 1,024 | 115 | 12.7% | $5,907 | 加仓 |
| VHT | VANGUARD WORLD FD | $5.29万 | 0.03% | 177 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $5.32万 | 0.03% | 2,423 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $5.37万 | 0.03% | 1,336 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $5.40万 | 0.03% | 1,324 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $5.42万 | 0.03% | 1,311 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $5.42万 | 0.03% | 563 | 246 | 77.6% | $2.37万 | 加仓 |
| IGV | ISHARES TR | $5.48万 | 0.03% | 605 | 505 | 505.0% | $4.58万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $5.59万 | 0.03% | 164 | 33 | 25.2% | $1.13万 | 加仓 |
| FV | FIRST TR EXCHANGE TRADED FD | $5.69万 | 0.03% | 750 | 0 | 0.0% | — | 不变 |
| FOCT | FIRST TR EXCHNG TRADED FD VI | $5.73万 | 0.03% | 1,095 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $5.76万 | 0.03% | 49 | -8 | -14.0% | -$9,399 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $5.76万 | 0.03% | 597 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $5.77万 | 0.03% | 115 | 16 | 16.2% | $8,022 | 加仓 |
| GAPR | FIRST TR EXCHNG TRADED FD VI | $5.77万 | 0.03% | 1,384 | 0 | 0.0% | — | 不变 |
| FLRG | FIDELITY COVINGTON TRUST | $5.89万 | 0.03% | 1,436 | 0 | 0.0% | — | 不变 |
| TMUS | T-MOBILE US INC | $5.92万 | 0.03% | 353 | 12 | 3.5% | $2,013 | 加仓 |
| NTR | NUTRIEN LTD | $6.04万 | 0.04% | 960 | 535 | 125.9% | $3.37万 | 加仓 |