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 |
|---|---|---|---|---|---|---|---|---|
| GD | GENERAL DYNAMICS CORP | $6.06万 | 0.04% | 171 | -12 | -6.6% | -$4,251 | 减仓 |
| BOND | PIMCO ETF TR | $6.06万 | 0.04% | 657 | 41 | 6.7% | $3,781 | 加仓 |
| WMT | WALMART INC | $6.07万 | 0.04% | 536 | 220 | 69.6% | $2.49万 | 加仓 |
| HACK | AMPLIFY ETF TR | $6.09万 | 0.04% | 580 | 0 | 0.0% | — | 不变 |
| — | ELEVATION SERIES TRUST | $6.15万 | 0.04% | 2,585 | -403 | -13.5% | -$9,591 | 减仓 |
| AVSC | AMERICAN CENTY ETF TR | $6.15万 | 0.04% | 839 | 0 | 0.0% | — | 不变 |
| XMLV | INVESCO EXCH TRADED FD TR II | $6.24万 | 0.04% | 940 | 0 | 0.0% | — | 不变 |
| DTCR | GLOBAL X FDS | $6.30万 | 0.04% | 2,073 | 300 | 16.9% | $9,111 | 加仓 |
| PEP | PEPSICO INC | $6.30万 | 0.04% | 465 | 33 | 7.6% | $4,468 | 加仓 |
| XBI | SPDR SERIES TRUST | $6.35万 | 0.04% | 401 | 0 | 0.0% | — | 不变 |
| CERY | SPDR SERIES TRUST | $6.42万 | 0.04% | 1,921 | -67 | -3.4% | -$2,240 | 减仓 |
| RAA | ETF OPPORTUNITIES TRUST | $6.46万 | 0.04% | 2,190 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $6.48万 | 0.04% | 804 | 228 | 39.6% | $1.84万 | 加仓 |
| GLDM | WORLD GOLD TR | $6.57万 | 0.04% | 827 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $6.59万 | 0.04% | 2,390 | 0 | 0.0% | — | 不变 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $6.59万 | 0.04% | 1,528 | 0 | 0.0% | — | 不变 |
| BAUG | INNOVATOR ETFS TRUST | $6.62万 | 0.04% | 1,235 | 0 | 0.0% | — | 不变 |
| ESGU | ISHARES TR | $6.63万 | 0.04% | 405 | 118 | 41.1% | $1.93万 | 加仓 |
| TLT | ISHARES TR | $6.67万 | 0.04% | 772 | -3 | -0.4% | -$259 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $6.98万 | 0.04% | 168 | 39 | 30.2% | $1.62万 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $7.09万 | 0.04% | 317 | 0 | 0.0% | — | 不变 |
| — | RBB FD INC | $7.14万 | 0.04% | 696 | 696 | — | $7.14万 | 新建仓 |
| NUE | NUCOR CORP | $7.15万 | 0.04% | 321 | 190 | 145.0% | $4.23万 | 加仓 |
| SDY | SPDR SERIES TRUST | $7.15万 | 0.04% | 470 | 66 | 16.3% | $1.00万 | 加仓 |
| QHY | WISDOMTREE TR | $7.16万 | 0.04% | 1,564 | -114 | -6.8% | -$5,222 | 减仓 |
| — | ALPS ETF TR | $7.19万 | 0.04% | 1,021 | 130 | 14.6% | $9,153 | 加仓 |
| XME | SPDR SERIES TRUST | $7.26万 | 0.04% | 679 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC | $7.27万 | 0.04% | 618 | 300 | 94.3% | $3.53万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $7.30万 | 0.04% | 2,635 | 2,635 | — | $7.30万 | 新建仓 |
| BSV | VANGUARD BD INDEX FDS | $7.36万 | 0.04% | 945 | 71 | 8.1% | $5,532 | 加仓 |
| AOK | ISHARES TR | $7.37万 | 0.04% | 1,777 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $7.43万 | 0.04% | 439 | 115 | 35.5% | $1.95万 | 加仓 |
| BOTZ | GLOBAL X FDS | $7.51万 | 0.04% | 1,980 | 1,000 | 102.0% | $3.79万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $7.54万 | 0.04% | 253 | 28 | 12.4% | $8,341 | 加仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $7.57万 | 0.04% | 443 | 443 | — | $7.57万 | 新建仓 |
| LOW | LOWES COS INC | $7.58万 | 0.04% | 344 | 42 | 13.9% | $9,261 | 加仓 |
| BA | BOEING CO | $7.62万 | 0.04% | 352 | 46 | 15.0% | $9,958 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $7.63万 | 0.04% | 849 | -409 | -32.5% | -$3.67万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $7.71万 | 0.05% | 879 | -9 | -1.0% | -$790 | 减仓 |
| T | AT&T INC | $7.75万 | 0.05% | 3,744 | 1,679 | 81.3% | $3.48万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $7.76万 | 0.05% | 1,602 | 507 | 46.3% | $2.46万 | 加仓 |
| ASML | ASML HLDG NV | $7.76万 | 0.05% | 39 | 1 | 2.6% | $1,989 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $7.77万 | 0.05% | 408 | 144 | 54.5% | $2.74万 | 加仓 |
| CAT | CATERPILLAR INC | $7.77万 | 0.05% | 73 | 3 | 4.3% | $3,195 | 加仓 |
| ESGE | ISHARES INC | $7.90万 | 0.05% | 1,445 | 179 | 14.1% | $9,790 | 加仓 |
| AIQ | GLOBAL X FDS | $7.94万 | 0.05% | 1,210 | 0 | 0.0% | — | 不变 |
| ONEZ | ELEVATION SERIES TRUST | $8.20万 | 0.05% | 2,972 | 555 | 23.0% | $1.53万 | 加仓 |
| MRSK | NORTHERN LIGHTS FD TR | $8.21万 | 0.05% | 2,127 | 2,127 | — | $8.21万 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $8.21万 | 0.05% | 172 | 79 | 84.9% | $3.77万 | 加仓 |
| ESGD | ISHARES TR | $8.21万 | 0.05% | 799 | 0 | 0.0% | — | 不变 |
| JAJL | INNOVATOR ETFS TRUST | $8.32万 | 0.05% | 2,783 | -68 | -2.4% | -$2,034 | 减仓 |
| FDEC | FIRST TR EXCHNG TRADED FD VI | $8.40万 | 0.05% | 1,542 | -80 | -4.9% | -$4,357 | 减仓 |
| ICVT | ISHARES TR | $8.47万 | 0.05% | 696 | 0 | 0.0% | — | 不变 |
| EW | EDWARDS LIFESCIENCES CORP | $8.68万 | 0.05% | 960 | 0 | 0.0% | — | 不变 |
| SCHG | SCHWAB STRATEGIC TR | $8.73万 | 0.05% | 2,579 | 101 | 4.1% | $3,418 | 加仓 |
| — | INNOVATOR ETFS TRUST | $8.79万 | 0.05% | 2,314 | 1,714 | 285.7% | $6.51万 | 加仓 |
| CMI | CUMMINS INC | $8.84万 | 0.05% | 124 | 0 | 0.0% | — | 不变 |
| SUSC | ISHARES TR | $8.89万 | 0.05% | 3,839 | 1,203 | 45.6% | $2.79万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $8.94万 | 0.05% | 318 | -6 | -1.9% | -$1,687 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $9.02万 | 0.05% | 2,675 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $9.08万 | 0.05% | 548 | 98 | 21.8% | $1.62万 | 加仓 |
| GOVT | ISHARES TR | $9.10万 | 0.05% | 3,994 | 53 | 1.3% | $1,207 | 加仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $9.10万 | 0.05% | 792 | 19 | 2.5% | $2,183 | 加仓 |
| QTUM | ETF SER SOLUTIONS | $9.11万 | 0.05% | 551 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $9.15万 | 0.05% | 307 | 37 | 13.7% | $1.10万 | 加仓 |
| TFC | TRUIST FINL CORP | $9.21万 | 0.05% | 1,848 | 1,083 | 141.6% | $5.40万 | 加仓 |
| CINF | CINCINNATI FINL CORP | $9.26万 | 0.05% | 500 | 0 | 0.0% | — | 不变 |
| UFEB | INNOVATOR ETFS TRUST | $9.28万 | 0.05% | 2,400 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $9.34万 | 0.05% | 669 | 289 | 76.1% | $4.04万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $9.35万 | 0.05% | 473 | 69 | 17.1% | $1.36万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $9.49万 | 0.06% | 3,464 | 1,527 | 78.8% | $4.18万 | 加仓 |
| DFEB | FIRST TR EXCHNG TRADED FD VI | $9.76万 | 0.06% | 1,933 | 0 | 0.0% | — | 不变 |
| MUNI | PIMCO ETF TR | $9.88万 | 0.06% | 1,879 | 28 | 1.5% | $1,473 | 加仓 |
| MA | MASTERCARD INCORPORATED | $9.90万 | 0.06% | 193 | 24 | 14.2% | $1.23万 | 加仓 |
| GFEB | FIRST TR EXCHNG TRADED FD VI | $9.92万 | 0.06% | 2,253 | 0 | 0.0% | — | 不变 |
| USXF | ISHARES TR | $9.94万 | 0.06% | 1,431 | 408 | 39.9% | $2.83万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $10.00万 | 0.06% | 1,210 | -12 | -1.0% | -$992 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $10.04万 | 0.06% | 2,372 | 455 | 23.7% | $1.93万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $10.14万 | 0.06% | 199 | 36 | 22.1% | $1.83万 | 加仓 |
| WELL | WELLTOWER INC | $10.15万 | 0.06% | 447 | 193 | 76.0% | $4.38万 | 加仓 |
| ENB | ENBRIDGE INC | $10.20万 | 0.06% | 1,881 | 749 | 66.2% | $4.06万 | 加仓 |
| DXYZ | DESTINY TECH100 INC | $10.20万 | 0.06% | 3,961 | 220 | 5.9% | $5,667 | 加仓 |
| RLI | RLI CORP | $10.41万 | 0.06% | 1,762 | 0 | 0.0% | — | 不变 |
| EAGG | ISHARES TR | $10.49万 | 0.06% | 2,212 | 762 | 52.6% | $3.61万 | 加仓 |
| FIIG | FIRST TR EXCHANGE-TRADED FD | $10.53万 | 0.06% | 5,085 | 0 | 0.0% | — | 不变 |
| BND | VANGUARD BD INDEX FDS | $10.91万 | 0.06% | 1,486 | 75 | 5.3% | $5,506 | 加仓 |
| V | VISA INC | $10.91万 | 0.06% | 318 | 64 | 25.2% | $2.20万 | 加仓 |
| KO | COCA COLA CO | $10.91万 | 0.06% | 1,343 | 599 | 80.5% | $4.87万 | 加仓 |
| GNOV | FIRST TR EXCHNG TRADED FD VI | $10.93万 | 0.06% | 2,614 | 0 | 0.0% | — | 不变 |
| CLM | CORNERSTONE STRATEGIC INVEST | $11.01万 | 0.06% | 14,568 | -4,857 | -25.0% | -$3.67万 | 减仓 |
| IAU | ISHARES GOLD TR | $11.05万 | 0.06% | 1,464 | 1,032 | 238.9% | $7.79万 | 加仓 |
| MO | ALTRIA GROUP INC | $11.16万 | 0.07% | 1,551 | 652 | 72.5% | $4.69万 | 加仓 |
| VV | VANGUARD INDEX FDS | $11.18万 | 0.07% | 325 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TR | $11.26万 | 0.07% | 2,105 | 154 | 7.9% | $8,234 | 加仓 |
| MRK | MERCK & CO INC | $11.26万 | 0.07% | 876 | 548 | 167.1% | $7.04万 | 加仓 |
| BIL | SPDR SERIES TRUST | $11.29万 | 0.07% | 1,232 | -1,386 | -52.9% | -$12.70万 | 减仓 |
| DGRW | WISDOMTREE TR | $11.43万 | 0.07% | 1,195 | 0 | 0.0% | — | 不变 |
| AVDE | AMERICAN CENTY ETF TR | $11.48万 | 0.07% | 1,287 | -44 | -3.3% | -$3,925 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $11.48万 | 0.07% | 3,272 | 0 | 0.0% | — | 不变 |
| GWX | SPDR INDEX SHS FDS | $11.59万 | 0.07% | 2,649 | -99 | -3.6% | -$4,332 | 减仓 |