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 |
|---|---|---|---|---|---|---|---|---|
| — | INNOVATOR ETFS TRUST | $35.77万 | 0.26% | 13,435 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORP | $35.79万 | 0.26% | 7,342 | 812 | 12.4% | $3.96万 | 加仓 |
| EMXC | ISHARES INC | $36.45万 | 0.27% | 4,634 | 44 | 1.0% | $3,461 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $36.71万 | 0.27% | 15,810 | -107 | -0.7% | -$2,485 | 减仓 |
| IVE | ISHARES TR | $37.37万 | 0.27% | 1,770 | -262 | -12.9% | -$5.53万 | 减仓 |
| IGSB | ISHARES TR | $38.15万 | 0.28% | 7,258 | -588 | -7.5% | -$3.09万 | 减仓 |
| TUA | SIMPLIFY EXCHANGE TRADED FUN | $38.21万 | 0.28% | 18,108 | -871 | -4.6% | -$1.84万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $38.33万 | 0.28% | 5,981 | 19 | 0.3% | $1,218 | 加仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $38.35万 | 0.28% | 3,462 | 14 | 0.4% | $1,551 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $38.66万 | 0.28% | 8,218 | -3,353 | -29.0% | -$15.77万 | 减仓 |
| — | ELEVATION SERIES TRUST | $38.80万 | 0.28% | 17,678 | 17,678 | — | $38.80万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $39.10万 | 0.28% | 816 | 152 | 22.9% | $7.28万 | 加仓 |
| IYW | ISHARES TR | $39.98万 | 0.29% | 2,204 | -193 | -8.1% | -$3.50万 | 减仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $41.70万 | 0.30% | 6,107 | 0 | 0.0% | — | 不变 |
| DHS | WISDOMTREE TR | $41.89万 | 0.31% | 3,835 | 221 | 6.1% | $2.41万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $42.50万 | 0.31% | 16,737 | 2,218 | 15.3% | $5.63万 | 加仓 |
| IUSB | ISHARES TR | $43.22万 | 0.31% | 9,358 | -43 | -0.5% | -$1,986 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $44.36万 | 0.32% | 9,457 | 5 | 0.1% | $235 | 加仓 |
| AVGO | BROADCOM INC | $45.40万 | 0.33% | 1,467 | 881 | 150.3% | $27.27万 | 加仓 |
| IWY | ISHARES TR | $46.09万 | 0.34% | 1,852 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES TR | $48.14万 | 0.35% | 1,350 | 1,346 | 33,650.0% | $47.99万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $48.72万 | 0.35% | 19,427 | 3,695 | 23.5% | $9.27万 | 加仓 |
| DJAN | FIRST TR EXCHNG TRADED FD VI | $48.82万 | 0.36% | 11,479 | 3 | 0.0% | $128 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $49.01万 | 0.36% | 10,735 | 20 | 0.2% | $913 | 加仓 |
| DJUL | FIRST TR EXCHNG TRADED FD VI | $49.55万 | 0.36% | 10,602 | -684 | -6.1% | -$3.20万 | 减仓 |
| GLD | SPDR GOLD TR | $51.63万 | 0.38% | 1,200 | 27 | 2.3% | $1.16万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $53.16万 | 0.39% | 1,657 | 293 | 21.5% | $9.40万 | 加仓 |
| GOOGL | ALPHABET INC | $57.97万 | 0.42% | 2,016 | 867 | 75.5% | $24.93万 | 加仓 |
| XLSR | SSGA ACTIVE TR | $58.46万 | 0.43% | 10,124 | 13 | 0.1% | $751 | 加仓 |
| — | LISTED FDS TR | $59.33万 | 0.43% | 27,081 | 11,007 | 68.5% | $24.11万 | 加仓 |
| DTD | WISDOMTREE TR | $61.97万 | 0.45% | 7,176 | 561 | 8.5% | $4.84万 | 加仓 |
| DDWM | WISDOMTREE TR | $65.50万 | 0.48% | 14,849 | 371 | 2.6% | $1.64万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $66.66万 | 0.49% | 1,025 | 1 | 0.1% | $650 | 加仓 |
| DOCT | FIRST TR EXCHNG TRADED FD VI | $69.36万 | 0.51% | 15,972 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $81.00万 | 0.59% | 3,889 | 905 | 30.3% | $18.85万 | 加仓 |
| DMAY | FIRST TR EXCHNG TRADED FD VI | $82.28万 | 0.60% | 18,313 | -5 | -0.0% | -$225 | 减仓 |
| IVW | ISHARES TR | $86.21万 | 0.63% | 7,622 | -569 | -6.9% | -$6.44万 | 减仓 |
| IFRA | ISHARES TR | $89.08万 | 0.65% | 15,573 | 8,207 | 111.4% | $46.94万 | 加仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $89.19万 | 0.65% | 16,350 | -217 | -1.3% | -$1.18万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $94.78万 | 0.69% | 30,894 | 9,655 | 45.5% | $29.62万 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $97.90万 | 0.71% | 12,145 | 7,204 | 145.8% | $58.07万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $98.50万 | 0.72% | 2,255 | 21 | 0.9% | $9,173 | 加仓 |
| QFLR | INNOVATOR ETFS TRUST | $104.19万 | 0.76% | 31,287 | -4,500 | -12.6% | -$14.98万 | 减仓 |
| QQQ | INVESCO QQQ TR | $108.69万 | 0.79% | 1,883 | 75 | 4.1% | $4.33万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $110.52万 | 0.81% | 18,996 | -769 | -3.9% | -$4.47万 | 减仓 |
| QUAL | ISHARES TR | $119.69万 | 0.87% | 6,240 | -262 | -4.0% | -$5.03万 | 减仓 |
| MSFT | MICROSOFT CORP | $124.65万 | 0.91% | 3,367 | 1,198 | 55.2% | $44.35万 | 加仓 |
| HYS | PIMCO ETF TR | $138.14万 | 1.01% | 14,811 | 4,076 | 38.0% | $38.02万 | 加仓 |
| AAPL | APPLE INC | $146.73万 | 1.07% | 5,782 | 1,764 | 43.9% | $44.77万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $148.30万 | 1.08% | 57,838 | -21,027 | -26.7% | -$53.91万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $149.57万 | 1.09% | 43,392 | 1,091 | 2.6% | $3.76万 | 加仓 |
| SGOV | ISHARES TR | $152.36万 | 1.11% | 15,136 | 150 | 1.0% | $1.51万 | 加仓 |
| DBEF | DBX ETF TR | $152.50万 | 1.11% | 30,871 | -6,090 | -16.5% | -$30.08万 | 减仓 |
| VTHR | VANGUARD SCOTTSDALE FDS | $166.85万 | 1.22% | 5,802 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $190.15万 | 1.39% | 10,903 | -700 | -6.0% | -$12.21万 | 减仓 |
| OVL | LISTED FDS TR | $211.48万 | 1.54% | 42,043 | -1,110 | -2.6% | -$5.58万 | 减仓 |
| IVV | ISHARES TR | $217.45万 | 1.58% | 3,329 | 127 | 4.0% | $8.30万 | 加仓 |
| EFG | ISHARES TR | $220.11万 | 1.60% | 19,764 | 8,710 | 78.8% | $97.00万 | 加仓 |
| HEQT | SIMPLIFY EXCHANGE TRADED FUN | $235.40万 | 1.72% | 74,730 | 10,510 | 16.4% | $33.11万 | 加仓 |
| EFV | ISHARES TR | $236.20万 | 1.72% | 31,768 | 13,347 | 72.5% | $99.23万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $266.52万 | 1.94% | 4,460 | 1,562 | 53.9% | $93.34万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $270.96万 | 1.97% | 24,169 | 11,507 | 90.9% | $129.00万 | 加仓 |
| AGGH | SIMPLIFY EXCHANGE TRADED FUN | $277.01万 | 2.02% | 136,124 | 49,136 | 56.5% | $99.99万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $315.04万 | 2.30% | 13,258 | 5,828 | 78.4% | $138.48万 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $340.91万 | 2.48% | 125,237 | 125,237 | — | $340.91万 | 新建仓 |
| — | LISTED FDS TR | $365.53万 | 2.66% | 177,905 | 57,985 | 48.4% | $119.14万 | 加仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $405.37万 | 2.95% | 102,699 | 27,738 | 37.0% | $109.49万 | 加仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $475.67万 | 3.47% | 130,790 | 15,984 | 13.9% | $58.13万 | 加仓 |
| PSFF | PACER FDS TR | $774.69万 | 5.64% | 241,755 | -107,303 | -30.7% | -$343.85万 | 减仓 |
| SFLR | INNOVATOR ETFS TRUST | $796.36万 | 5.80% | 224,896 | -18,249 | -7.5% | -$64.62万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $821.34万 | 5.98% | 107,308 | 44,595 | 71.1% | $341.33万 | 加仓 |