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 |
|---|---|---|---|---|---|---|---|---|
| NAPR | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -1,438 | -100.0% | -$7.72万 | 清仓 |
| TAFI | AB ACTIVE ETFS INC | $0 | 0.00% | 0 | -2,976 | -100.0% | -$7.50万 | 清仓 |
| FDS | FACTSET RESH SYS INC | $0 | 0.00% | 0 | -240 | -100.0% | -$6.96万 | 清仓 |
| SMMU | PIMCO ETF TR | $0 | 0.00% | 0 | -990 | -100.0% | -$4.99万 | 清仓 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -1,222 | -100.0% | -$3.42万 | 清仓 |
| MUB | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AROC | ARCHROCK INC | $0 | 0.00% | 0 | -719 | -100.0% | -$1.87万 | 清仓 |
| BXSL | BLACKSTONE SECD LENDING FD | $0 | 0.00% | 0 | -570 | -100.0% | -$1.50万 | 清仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $0 | 0.00% | 0 | -860 | -100.0% | -$1.49万 | 清仓 |
| HQH | ABRDN HEALTHCARE INVESTORS | $0 | 0.00% | 0 | -628 | -100.0% | -$1.19万 | 清仓 |
| ARCC | ARES CAPITAL CORP | $0 | 0.00% | 0 | -266 | -100.0% | -$5,381 | 清仓 |
| STWD | STARWOOD PPTY TR INC | $0 | 0.00% | 0 | -277 | -100.0% | -$4,989 | 清仓 |
| IONQ | IONQ INC | $0 | 0.00% | 0 | -102 | -100.0% | -$4,577 | 清仓 |
| MEOH | METHANEX CORP | $0 | 0.00% | 0 | -100 | -100.0% | -$3,972 | 清仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -20 | -100.0% | -$3,677 | 清仓 |
| AMLX | AMYLYX PHARMACEUTICALS INC | $0 | 0.00% | 0 | -165 | -100.0% | -$1,993 | 清仓 |
| ITB | ISHARES TR | $0 | 0.00% | 0 | -17 | -100.0% | -$1,637 | 清仓 |
| — | NUVEEN S&P 500 BUY-WRITE INC | $0 | 0.00% | 0 | -109 | -100.0% | -$1,602 | 清仓 |
| AIG | AMERICAN INTL GROUP INC | $0 | 0.00% | 0 | -4 | -100.0% | -$342 | 清仓 |
| — | ON24 INC | $16 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | FIRST FNDTN INC | $24 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| PSFE | PAYSAFE LIMITED | $34 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| — | CORVEX INC | $41 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| DNA | GINKGO BIOWORKS HOLDINGS INC | $49 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| TDOC | TELADOC HEALTH INC | $55 | 0.00% | 10 | 10 | — | $55 | 新建仓 |
| OGN | ORGANON & CO | $60 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| BHF | BRIGHTHOUSE FINL INC | $60 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| HQY | HEALTHEQUITY INC | $84 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | ONCOLYTICS BIOTECH INC | $89 | 0.00% | 105 | 105 | — | $89 | 新建仓 |
| PINS | PINTEREST INC | $92 | 0.00% | 5 | 5 | — | $92 | 新建仓 |
| AIV | APARTMENT INVT & MGMT CO | $98 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| EDIT | EDITAS MEDICINE INC | $124 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| DXC | DXC TECHNOLOGY CO | $126 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $132 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| CPB | THE CAMPBELLS COMPANY | $156 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| — | AURORA CANNABIS INC | $164 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| — | COTERRA ENERGY INC | $176 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| TMQ | TRILOGY METALS INC NEW | $180 | 0.00% | 50 | 50 | — | $180 | 新建仓 |
| ACGL | ARCH CAP GROUP LTD | $192 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| AAL | AMERICAN AIRLINES GROUP INC | $215 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| SPCE | VIRGIN GALACTIC HOLDINGS INC | $228 | 0.00% | 94 | 0 | 0.0% | — | 不变 |
| FCPT | FOUR CORNERS PPTY TR INC | $237 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| S | SENTINELONE INC | $258 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| LH | LABCORP HOLDINGS INC | $267 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $293 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| NIO | NIO INC | $302 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| COR | CENCORA INC | $314 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| PPG | PPG INDS INC | $321 | 0.00% | 3 | 3 | — | $321 | 新建仓 |
| MKC | MCCORMICK & CO INC | $353 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $360 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| ELAN | ELANCO ANIMAL HEALTH INC | $383 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| HMC | HONDA MOTOR CO LTD | $389 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| PCG | PG&E CORP | $404 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| BWX | SPDR SERIES TRUST | $417 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| TWI | TITAN INTL INC ILL | $422 | 0.00% | 61 | 0 | 0.0% | — | 不变 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $451 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP | $468 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY-CLARK CORP | $482 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| BGS | B & G FOODS INC | $486 | 0.00% | 101 | 0 | 0.0% | — | 不变 |
| SPTI | SPDR SERIES TRUST | $487 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| IBMO | ISHARES TR | $487 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| STT | STATE STR CORP | $506 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| GIS | GENERAL MILLS INC | $558 | 0.00% | 15 | 15 | — | $558 | 新建仓 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $585 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL | $604 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| HOG | HARLEY DAVIDSON INC | $607 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| REMX | VANECK ETF TRUST | $616 | 0.00% | 7 | 7 | — | $616 | 新建仓 |
| EG | EVEREST GROUP LTD | $654 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| GDDY | GODADDY INC | $661 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $732 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| WAB | WABTEC | $750 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| FSK | FS KKR CAP CORP | $764 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP | $790 | 0.00% | 11 | -2,500 | -99.6% | -$17.95万 | 减仓 |
| FSEP | FIRST TR EXCHNG TRADED FD VI | $805 | 0.00% | 16 | -1,734 | -99.1% | -$8.72万 | 减仓 |
| MTB | M & T BK CORP | $827 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC | $832 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| GPC | GENUINE PARTS CO | $846 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| FREL | FIDELITY COVINGTON TRUST | $861 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| PPL | PPL CORP | $879 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| TSN | TYSON FOODS INC | $897 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| INGR | INGREDION INC | $901 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| FCG | FIRST TR EXCHANGE-TRADED FD | $919 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| FLG | FLAGSTAR BANK NATIONAL ASSOC | $948 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| MP | MP MATERIALS CORP | $965 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| IBMP | ISHARES TR | $967 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| IBMQ | ISHARES TR | $970 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| OGE | OGE ENERGY CORP | $1,007 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| NMAX | NEWSMAX INC | $1,044 | 0.00% | 200 | 200 | — | $1,044 | 新建仓 |
| — | SURO CAPITAL CORP | $1,071 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| — | ALPS ETF TR | $1,097 | 0.00% | 48 | -40 | -45.5% | -$914 | 减仓 |
| BDX | BECTON DICKINSON & CO | $1,101 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| — | GENCOR INDS INC | $1,125 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| VEEV | VEEVA SYS INC | $1,230 | 0.00% | 7 | 7 | — | $1,230 | 新建仓 |
| — | J P MORGAN EXCHANGE TRADED F | $1,295 | 0.00% | 33 | -27 | -45.0% | -$1,060 | 减仓 |
| CRM | SALESFORCE INC | $1,307 | 0.00% | 7 | -94 | -93.1% | -$1.76万 | 重新持有 |
| XLY | SELECT SECTOR SPDR TR | $1,308 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| TLH | ISHARES TR | $1,309 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| RC | READY CAPITAL CORP | $1,359 | 0.00% | 839 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCH TRADED FD TR II | $1,362 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| DGX | QUEST DIAGNOSTICS INC | $1,372 | 0.00% | 7 | 0 | 0.0% | — | 不变 |