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 |
|---|---|---|---|---|---|---|---|---|
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -1,135 | -100.0% | -$19.25万 | 清仓 |
| — | ELEVATION SERIES TRUST | $0 | 0.00% | 0 | -4,810 | -100.0% | -$9.82万 | 清仓 |
| NBIS | NEBIUS GROUP N.V. | $0 | 0.00% | 0 | -667 | -100.0% | -$6.92万 | 清仓 |
| SOFI | SOFI TECHNOLOGIES INC | $0 | 0.00% | 0 | -4,240 | -100.0% | -$6.73万 | 清仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -2,347 | -100.0% | -$6.68万 | 清仓 |
| JFLX | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -1,025 | -100.0% | -$5.09万 | 清仓 |
| CRWV | COREWEAVE INC | $0 | 0.00% | 0 | -500 | -100.0% | -$3.87万 | 清仓 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -1,148 | -100.0% | -$3.83万 | 清仓 |
| WTRG | ESSENTIAL UTILS INC | $0 | 0.00% | 0 | -669 | -100.0% | -$2.69万 | 清仓 |
| — | ISHARES ETHEREUM TR | $0 | 0.00% | 0 | -1,508 | -100.0% | -$2.39万 | 清仓 |
| CCL | CARNIVAL CORP | $0 | 0.00% | 0 | -683 | -100.0% | -$1.77万 | 清仓 |
| IYF | ISHARES TR | $0 | 0.00% | 0 | -124 | -100.0% | -$1.46万 | 清仓 |
| BNS | BANK NOVA SCOTIA B C | $0 | 0.00% | 0 | -160 | -100.0% | -$1.11万 | 清仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $0 | 0.00% | 0 | -18 | -100.0% | -$1.09万 | 清仓 |
| PATH | UIPATH INC | $0 | 0.00% | 0 | -809 | -100.0% | -$8,980 | 清仓 |
| IJJ | ISHARES TR | $0 | 0.00% | 0 | -47 | -100.0% | -$6,228 | 清仓 |
| TD | TORONTO DOMINION BK ONT | $0 | 0.00% | 0 | -65 | -100.0% | -$6,065 | 清仓 |
| FISV | FISERV INC | $0 | 0.00% | 0 | -100 | -100.0% | -$5,580 | 清仓 |
| SYM | SYMBOTIC INC | $0 | 0.00% | 0 | -100 | -100.0% | -$5,320 | 清仓 |
| MELI | MERCADOLIBRE INC | $0 | 0.00% | 0 | -3 | -100.0% | -$5,187 | 清仓 |
| CM | CANADIAN IMPERIAL BANK OF CO | $0 | 0.00% | 0 | -50 | -100.0% | -$4,738 | 清仓 |
| GSK | GSK PLC | $0 | 0.00% | 0 | -80 | -100.0% | -$4,415 | 清仓 |
| ZS | ZSCALER INC | $0 | 0.00% | 0 | -30 | -100.0% | -$4,209 | 清仓 |
| LIT | GLOBAL X FDS | $0 | 0.00% | 0 | -50 | -100.0% | -$3,718 | 清仓 |
| — | AMPLIFY ETF TR | $0 | 0.00% | 0 | -233 | -100.0% | -$3,469 | 清仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $0 | 0.00% | 0 | -26 | -100.0% | -$3,406 | 清仓 |
| LDOS | LEIDOS HOLDINGS INC | $0 | 0.00% | 0 | -20 | -100.0% | -$3,110 | 清仓 |
| TVTX | TRAVERE THERAPEUTICS INC | $0 | 0.00% | 0 | -100 | -100.0% | -$2,971 | 清仓 |
| Z | ZILLOW GROUP INC | $0 | 0.00% | 0 | -69 | -100.0% | -$2,855 | 清仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $0 | 0.00% | 0 | -31 | -100.0% | -$2,803 | 清仓 |
| — | TIDAL TRUST II | $0 | 0.00% | 0 | -100 | -100.0% | -$2,737 | 清仓 |
| MTUM | ISHARES TR | $0 | 0.00% | 0 | -11 | -100.0% | -$2,640 | 清仓 |
| BMO | BANK MONTREAL MEDIUM | $0 | 0.00% | 0 | -18 | -100.0% | -$2,436 | 清仓 |
| EXPE | EXPEDIA GROUP INC | $0 | 0.00% | 0 | -10 | -100.0% | -$2,309 | 清仓 |
| CMDT | PIMCO ETF TR | $0 | 0.00% | 0 | -70 | -100.0% | -$2,259 | 清仓 |
| FTGC | FIRST TR EXCHANGE TRAD FD VI | $0 | 0.00% | 0 | -72 | -100.0% | -$2,067 | 清仓 |
| CTVA | CORTEVA INC | $0 | 0.00% | 0 | -24 | -100.0% | -$2,009 | 清仓 |
| OKLO | OKLO INC | $0 | 0.00% | 0 | -40 | -100.0% | -$1,984 | 清仓 |
| SU | SUNCOR ENERGY INC NEW | $0 | 0.00% | 0 | -30 | -100.0% | -$1,983 | 清仓 |
| CELH | CELSIUS HLDGS INC | $0 | 0.00% | 0 | -50 | -100.0% | -$1,774 | 清仓 |
| DGX | QUEST DIAGNOSTICS INC | $0 | 0.00% | 0 | -7 | -100.0% | -$1,372 | 清仓 |
| — | SURO CAPITAL CORP | $0 | 0.00% | 0 | -100 | -100.0% | -$1,071 | 清仓 |
| GPC | GENUINE PARTS CO | $0 | 0.00% | 0 | -8 | -100.0% | -$846 | 清仓 |
| KMB | KIMBERLY-CLARK CORP | $0 | 0.00% | 0 | -5 | -100.0% | -$482 | 清仓 |
| — | COTERRA ENERGY INC | $0 | 0.00% | 0 | -5 | -100.0% | -$176 | 清仓 |
| — | ONCOLYTICS BIOTECH INC | $0 | 0.00% | 0 | -105 | -100.0% | -$89 | 清仓 |
| — | FIRST FNDTN INC | $0 | 0.00% | 0 | -4 | -100.0% | -$24 | 清仓 |
| — | ON24 INC | $0 | 0.00% | 0 | -2 | -100.0% | -$16 | 清仓 |
| PSFE | PAYSAFE LIMITED | $37 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| BHF | BRIGHTHOUSE FINL INC | $63 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| AIV | APARTMENT INVT & MGMT CO | $71 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| DNA | GINKGO BIOWORKS HOLDINGS INC | $79 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| TDOC | TELADOC HEALTH INC | $85 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| — | CORVEX INC | $87 | 0.00% | 4 | 1 | 33.3% | $22 | 加仓 |
| DXC | DXC TECHNOLOGY CO | $89 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| HQY | HEALTHEQUITY INC | $90 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | ONCOLYTICS BIOTECH INC | $100 | 0.00% | 105 | 105 | — | $100 | 新建仓 |
| OGN | ORGANON & CO | $135 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| — | AURORA CANNABIS INC | $140 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| CPB | THE CAMPBELLS COMPANY | $156 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| EDIT | EDITAS MEDICINE INC | $162 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| TMQ | TRILOGY METALS INC NEW | $176 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| ACGL | ARCH CAP GROUP LTD | $194 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| FCPT | FOUR CORNERS PPTY TR INC | $246 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| NIO | NIO INC | $253 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| SPCE | VIRGIN GALACTIC HOLDINGS INC | $272 | 0.00% | 94 | 0 | 0.0% | — | 不变 |
| LH | LABCORP HOLDINGS INC | $280 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| COR | CENCORA INC | $283 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| S | SENTINELONE INC | $339 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| MKC | MCCORMICK & CO INC | $353 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| AAL | AMERICAN AIRLINES GROUP INC | $361 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| PPG | PPG INDS INC | $364 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| PCG | PG&E CORP | $387 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $387 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| ELAN | ELANCO ANIMAL HEALTH INC | $394 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| BGS | B & G FOODS INC | $402 | 0.00% | 101 | 0 | 0.0% | — | 不变 |
| BWX | SPDR SERIES TRUST | $412 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| HMC | HONDA MOTOR CO LTD | $434 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| SJM | SMUCKER J M CO | $450 | 0.00% | 4 | 4 | — | $450 | 新建仓 |
| TWI | TITAN INTL INC ILL | $470 | 0.00% | 61 | 0 | 0.0% | — | 不变 |
| SPTI | SPDR SERIES TRUST | $483 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| IBMO | ISHARES TR | $487 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| XLP | SELECT SECTOR SPDR TR | $498 | 0.00% | 6 | 6 | — | $498 | 新建仓 |
| GIS | GENERAL MILLS INC | $522 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $539 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP | $544 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $566 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| — | AVALONBAY CMNTYS INC | $566 | 0.00% | 3 | 3 | — | $566 | 新建仓 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $583 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| CMS | CMS ENERGY CORP | $612 | 0.00% | 8 | 8 | — | $612 | 新建仓 |
| REMX | VANECK ETF TRUST | $620 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| PSA | PUBLIC STORAGE | $637 | 0.00% | 2 | 2 | — | $637 | 新建仓 |
| XLB | SELECT SECTOR SPDR TR | $661 | 0.00% | 13 | 13 | — | $661 | 新建仓 |
| DOV | DOVER CORP | $673 | 0.00% | 3 | -7 | -70.0% | -$1,570 | 减仓 |
| ROP | ROPER TECHNOLOGIES INC | $677 | 0.00% | 2 | 2 | — | $677 | 新建仓 |
| STT | STATE STR CORP | $678 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| GDDY | GODADDY INC | $679 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| EG | EVEREST GROUP LTD | $714 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| HOG | HARLEY DAVIDSON INC | $734 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| INGR | INGREDION INC | $758 | 0.00% | 8 | 0 | 0.0% | — | 不变 |