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 |
|---|---|---|---|---|---|---|---|---|
| DDEC | FIRST TR EXCHNG TRADED FD VI | $22.85万 | 0.17% | 5,161 | 0 | 0.0% | — | 不变 |
| LITE | LUMENTUM HLDGS INC | $21.93万 | 0.16% | 312 | 312 | — | $21.93万 | 新建仓 |
| TSLA | TESLA INC | $21.30万 | 0.16% | 573 | 54 | 10.4% | $2.01万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $20.74万 | 0.15% | 304 | 69 | 29.4% | $4.71万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $20.69万 | 0.15% | 8,339 | -118 | -1.4% | -$2,928 | 减仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $20.64万 | 0.15% | 3,452 | 209 | 6.4% | $1.25万 | 加仓 |
| SMH | VANECK ETF TRUST | $19.86万 | 0.14% | 518 | 54 | 11.6% | $2.07万 | 加仓 |
| — | EXXON MOBIL CORP | $19.25万 | 0.14% | 1,135 | 520 | 84.6% | $8.82万 | 加仓 |
| GOOG | ALPHABET INC | $18.97万 | 0.14% | 661 | 181 | 37.7% | $5.19万 | 加仓 |
| IJH | ISHARES TR | $18.92万 | 0.14% | 2,802 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $18.89万 | 0.14% | 1,247 | 9 | 0.7% | $1,363 | 加仓 |
| MCD | MCDONALDS CORP | $18.86万 | 0.14% | 607 | 170 | 38.9% | $5.28万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $18.68万 | 0.14% | 3,866 | 3 | 0.1% | $145 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $18.59万 | 0.14% | 915 | 909 | 15,150.0% | $18.47万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $18.58万 | 0.14% | 5,551 | -75 | -1.3% | -$2,511 | 减仓 |
| PDEC | INNOVATOR ETFS TRUST | $18.31万 | 0.13% | 4,309 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $18.21万 | 0.13% | 6,602 | 612 | 10.2% | $1.69万 | 加仓 |
| MGV | VANGUARD WORLD FD | $18.09万 | 0.13% | 1,248 | 0 | 0.0% | — | 不变 |
| UCON | FIRST TR EXCHNG TRADED FD VI | $17.50万 | 0.13% | 7,063 | 1,428 | 25.3% | $3.54万 | 加仓 |
| LONZ | PIMCO ETF TR | $17.46万 | 0.13% | 3,536 | 1,573 | 80.1% | $7.77万 | 加仓 |
| HD | HOME DEPOT INC | $17.30万 | 0.13% | 526 | 187 | 55.2% | $6.15万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $17.20万 | 0.13% | 3,312 | -23 | -0.7% | -$1,194 | 减仓 |
| MINO | PIMCO ETF TR | $17.17万 | 0.13% | 3,802 | 601 | 18.8% | $2.71万 | 加仓 |
| FELC | FIDELITY COVINGTON TRUST | $16.79万 | 0.12% | 4,628 | 0 | 0.0% | — | 不变 |
| NJUL | INNOVATOR ETFS TRUST | $16.62万 | 0.12% | 2,327 | 0 | 0.0% | — | 不变 |
| IEF | ISHARES TR | $16.51万 | 0.12% | 1,730 | -19 | -1.1% | -$1,813 | 减仓 |
| DON | WISDOMTREE TR | $16.44万 | 0.12% | 3,129 | 3 | 0.1% | $158 | 加仓 |
| AGGY | WISDOMTREE TR | $16.27万 | 0.12% | 3,744 | -114 | -3.0% | -$4,953 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $16.21万 | 0.12% | 480 | 28 | 6.2% | $9,456 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $16.01万 | 0.12% | 655 | 98 | 17.6% | $2.40万 | 加仓 |
| IEMG | ISHARES INC | $15.81万 | 0.12% | 2,267 | -20 | -0.9% | -$1,395 | 减仓 |
| DGS | WISDOMTREE TR | $15.67万 | 0.11% | 2,608 | -89 | -3.3% | -$5,349 | 减仓 |
| DEM | WISDOMTREE TR | $15.63万 | 0.11% | 3,146 | -107 | -3.3% | -$5,317 | 减仓 |
| — | INNOVATOR ETFS TRUST | $15.60万 | 0.11% | 6,086 | 0 | 0.0% | — | 不变 |
| TCHP | T ROWE PRICE ETF INC | $15.52万 | 0.11% | 3,512 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $15.14万 | 0.11% | 3,807 | -4 | -0.1% | -$159 | 减仓 |
| — | INNOVATOR ETFS TRUST | $14.95万 | 0.11% | 7,279 | 0 | 0.0% | — | 不变 |
| DLS | WISDOMTREE TR | $14.60万 | 0.11% | 1,791 | -68 | -3.7% | -$5,542 | 减仓 |
| LTPZ | PIMCO ETF TR | $14.53万 | 0.11% | 2,847 | -40 | -1.4% | -$2,041 | 减仓 |
| ABT | ABBOTT LABORATORIES | $14.49万 | 0.11% | 1,411 | 193 | 15.8% | $1.98万 | 加仓 |
| BOCT | INNOVATOR ETFS TRUST | $14.45万 | 0.11% | 3,012 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $14.38万 | 0.10% | 661 | 49 | 8.0% | $1.07万 | 加仓 |
| IWF | ISHARES TR | $14.37万 | 0.10% | 337 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $14.22万 | 0.10% | 543 | 101 | 22.9% | $2.65万 | 加仓 |
| CLM | CORNERSTONE STRATEGIC INVEST | $14.14万 | 0.10% | 19,425 | 0 | 0.0% | — | 不变 |
| GDEC | FIRST TR EXCHNG TRADED FD VI | $14.03万 | 0.10% | 3,790 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC | $13.85万 | 0.10% | 144 | 120 | 500.0% | $11.54万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $13.85万 | 0.10% | 935 | 92 | 10.9% | $1.36万 | 加仓 |
| SPYI | NEOS ETF TRUST | $13.74万 | 0.10% | 2,783 | 1,166 | 72.1% | $5.76万 | 加仓 |
| SLV | ISHARES SILVER TR | $13.29万 | 0.10% | 1,951 | 469 | 31.6% | $3.20万 | 加仓 |
| ETN | EATON CORP PLC | $13.13万 | 0.10% | 367 | 240 | 189.0% | $8.58万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $13.11万 | 0.10% | 155 | -4 | -2.5% | -$3,384 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $13.11万 | 0.10% | 896 | 114 | 14.6% | $1.67万 | 加仓 |
| DES | WISDOMTREE TR | $12.76万 | 0.09% | 3,550 | 164 | 4.8% | $5,894 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $12.70万 | 0.09% | 3,748 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $12.64万 | 0.09% | 2,339 | 174 | 8.0% | $9,405 | 加仓 |
| PAVE | GLOBAL X FDS | $12.41万 | 0.09% | 2,443 | 0 | 0.0% | — | 不变 |
| LCTU | BLACKROCK ETF TRUST | $12.06万 | 0.09% | 1,720 | 34 | 2.0% | $2,385 | 加仓 |
| AOM | ISHARES TR | $11.94万 | 0.09% | 2,521 | 2,402 | 2,018.5% | $11.38万 | 加仓 |
| — | WISDOMTREE TR | $11.72万 | 0.09% | 2,652 | -243 | -8.4% | -$1.07万 | 减仓 |
| GWX | SPDR INDEX SHS FDS | $11.60万 | 0.08% | 2,748 | 2 | 0.1% | $84 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $11.49万 | 0.08% | 3,532 | -3 | -0.1% | -$98 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $11.29万 | 0.08% | 1,331 | 0 | 0.0% | — | 不变 |
| QYLD | GLOBAL X FDS | $11.26万 | 0.08% | 6,563 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $11.22万 | 0.08% | 3,272 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $11.17万 | 0.08% | 582 | 509 | 697.3% | $9.77万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $10.71万 | 0.08% | 976 | 97 | 11.0% | $1.06万 | 加仓 |
| FIIG | FIRST TR EXCHANGE-TRADED FD | $10.55万 | 0.08% | 5,085 | 696 | 15.9% | $1.44万 | 加仓 |
| DGRW | WISDOMTREE TR | $10.50万 | 0.08% | 1,195 | 359 | 42.9% | $3.15万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $10.39万 | 0.08% | 1,411 | 0 | 0.0% | — | 不变 |
| GNOV | FIRST TR EXCHNG TRADED FD VI | $10.18万 | 0.07% | 2,614 | 0 | 0.0% | — | 不变 |
| VCIT | VANGUARD SCOTTSDALE FDS | $10.11万 | 0.07% | 1,222 | 0 | 0.0% | — | 不变 |
| RLI | RLI CORP | $10.05万 | 0.07% | 1,762 | 0 | 0.0% | — | 不变 |
| DXYZ | DESTINY TECH100 INC | $10.02万 | 0.07% | 3,741 | 3,741 | — | $10.02万 | 新建仓 |
| LMT | LOCKHEED MARTIN CORP | $9.85万 | 0.07% | 163 | 19 | 13.2% | $1.15万 | 加仓 |
| VGT | VANGUARD WORLD FD | $9.84万 | 0.07% | 141 | 130 | 1,181.8% | $9.07万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $9.83万 | 0.07% | 1,737 | 0 | 0.0% | — | 不变 |
| — | ELEVATION SERIES TRUST | $9.82万 | 0.07% | 4,810 | 4,810 | — | $9.82万 | 新建仓 |
| VV | VANGUARD INDEX FDS | $9.71万 | 0.07% | 325 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES TR | $9.70万 | 0.07% | 977 | 119 | 13.9% | $1.18万 | 加仓 |
| MUNI | PIMCO ETF TR | $9.66万 | 0.07% | 1,851 | 83 | 4.7% | $4,332 | 加仓 |
| JANW | AIM ETF PRODUCTS TRUST | $9.65万 | 0.07% | 2,644 | 2,644 | — | $9.65万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC | $9.62万 | 0.07% | 1,917 | 37 | 2.0% | $1,857 | 加仓 |
| CVX | CHEVRON CORPORATION | $9.31万 | 0.07% | 450 | 120 | 36.4% | $2.48万 | 加仓 |
| GFEB | FIRST TR EXCHNG TRADED FD VI | $9.26万 | 0.07% | 2,253 | 0 | 0.0% | — | 不变 |
| DFEB | FIRST TR EXCHNG TRADED FD VI | $9.16万 | 0.07% | 1,933 | -1,537 | -44.3% | -$7.28万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $9.13万 | 0.07% | 933 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $9.06万 | 0.07% | 548 | 537 | 4,881.8% | $8.88万 | 加仓 |
| GOVT | ISHARES TR | $9.03万 | 0.07% | 3,941 | -29 | -0.7% | -$664 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $8.74万 | 0.06% | 2,675 | 0 | 0.0% | — | 不变 |
| UFEB | INNOVATOR ETFS TRUST | $8.71万 | 0.06% | 2,400 | -15,702 | -86.7% | -$57.00万 | 减仓 |
| HOOD | ROBINHOOD MKTS INC | $8.53万 | 0.06% | 1,231 | -16 | -1.3% | -$1,109 | 减仓 |
| SBUX | STARBUCKS CORP | $8.47万 | 0.06% | 945 | -1,716 | -64.5% | -$15.37万 | 减仓 |
| CHAT | TIDAL TRUST II | $8.46万 | 0.06% | 1,368 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $8.42万 | 0.06% | 169 | 115 | 213.0% | $5.73万 | 加仓 |
| JAJL | INNOVATOR ETFS TRUST | $8.29万 | 0.06% | 2,851 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $8.25万 | 0.06% | 888 | 776 | 692.9% | $7.21万 | 加仓 |
| FDEC | FIRST TR EXCHNG TRADED FD VI | $8.06万 | 0.06% | 1,622 | -105 | -6.1% | -$5,221 | 减仓 |
| DSI | ISHARES TR | $7.96万 | 0.06% | 657 | 6 | 0.9% | $727 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $7.95万 | 0.06% | 2,068 | 37 | 1.8% | $1,422 | 加仓 |