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 |
|---|---|---|---|---|---|---|---|---|
| SMH | VANECK ETF TRUST | $27.74万 | 0.16% | 423 | -95 | -18.3% | -$6.23万 | 减仓 |
| MINO | PIMCO ETF TR | $27.56万 | 0.16% | 6,023 | 2,221 | 58.4% | $10.16万 | 加仓 |
| PAUG | INNOVATOR ETFS TRUST | $26.81万 | 0.16% | 5,874 | -357 | -5.7% | -$1.63万 | 减仓 |
| TSLA | TESLA INC | $26.50万 | 0.16% | 630 | 57 | 9.9% | $2.40万 | 加仓 |
| GOOG | ALPHABET INC | $25.45万 | 0.15% | 720 | 59 | 8.9% | $2.09万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $25.32万 | 0.15% | 8,450 | 0 | 0.0% | — | 不变 |
| MBB | ISHARES TR | $25.26万 | 0.15% | 2,672 | 68 | 2.6% | $6,427 | 加仓 |
| DDEC | FIRST TR EXCHNG TRADED FD VI | $24.45万 | 0.14% | 5,161 | 0 | 0.0% | — | 不变 |
| SPMD | SPDR SERIES TRUST | $24.28万 | 0.14% | 3,594 | -1,094 | -23.3% | -$7.39万 | 减仓 |
| BSEP | INNOVATOR ETFS TRUST | $23.03万 | 0.14% | 4,367 | -889 | -16.9% | -$4.69万 | 减仓 |
| IJH | ISHARES TR | $21.61万 | 0.13% | 2,802 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $21.58万 | 0.13% | 8,336 | -3 | -0.0% | -$78 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $21.49万 | 0.13% | 370 | 18 | 5.1% | $1.05万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $21.49万 | 0.13% | 3,727 | -139 | -3.6% | -$8,016 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $20.73万 | 0.12% | 1,638 | 1,045 | 176.2% | $13.23万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $20.49万 | 0.12% | 4,051 | -889 | -18.0% | -$4.50万 | 减仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $20.46万 | 0.12% | 3,425 | -27 | -0.8% | -$1,613 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $20.45万 | 0.12% | 913 | -2 | -0.2% | -$448 | 减仓 |
| META | META PLATFORMS INC | $20.02万 | 0.12% | 355 | -69 | -16.3% | -$3.89万 | 减仓 |
| PDEC | INNOVATOR ETFS TRUST | $19.77万 | 0.12% | 4,309 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $19.42万 | 0.11% | 1,324 | 909 | 219.0% | $13.33万 | 加仓 |
| IEF | ISHARES TR | $19.41万 | 0.11% | 2,052 | 322 | 18.6% | $3.05万 | 加仓 |
| FELC | FIDELITY COVINGTON TRUST | $19.40万 | 0.11% | 4,628 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD WHITEHALL FDS | $19.26万 | 0.11% | 1,219 | 284 | 30.4% | $4.49万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $18.78万 | 0.11% | 5,503 | -48 | -0.9% | -$1,638 | 减仓 |
| — | INNOVATOR ETFS TRUST | $18.63万 | 0.11% | 6,602 | 0 | 0.0% | — | 不变 |
| MGV | VANGUARD WORLD FD | $18.52万 | 0.11% | 1,133 | -115 | -9.2% | -$1.88万 | 减仓 |
| LCTU | BLACKROCK ETF TRUST | $18.50万 | 0.11% | 2,308 | 588 | 34.2% | $4.71万 | 加仓 |
| ABBV | ABBVIE INC | $18.50万 | 0.11% | 735 | 74 | 11.2% | $1.86万 | 加仓 |
| AGG | ISHARES TR | $18.07万 | 0.11% | 1,826 | 849 | 86.9% | $8.40万 | 加仓 |
| NJUL | INNOVATOR ETFS TRUST | $17.66万 | 0.10% | 2,281 | -46 | -2.0% | -$3,562 | 减仓 |
| MUB | ISHARES TR | $17.60万 | 0.10% | 1,635 | 1,420 | 660.5% | $15.28万 | 重新持有 |
| TCHP | T ROWE PRICE EXCHANGE-TRADED | $17.59万 | 0.10% | 3,512 | 0 | 0.0% | — | 不变 |
| UCON | FIRST TR EXCHNG TRADED FD VI | $17.37万 | 0.10% | 6,982 | -81 | -1.1% | -$2,015 | 减仓 |
| DON | WISDOMTREE TR | $17.34万 | 0.10% | 3,068 | -61 | -1.9% | -$3,448 | 减仓 |
| IEMG | ISHARES INC | $17.31万 | 0.10% | 2,090 | -177 | -7.8% | -$1.47万 | 减仓 |
| DGS | WISDOMTREE TR | $17.29万 | 0.10% | 2,672 | 64 | 2.5% | $4,141 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $17.28万 | 0.10% | 3,254 | -1,427 | -30.5% | -$7.58万 | 减仓 |
| MCD | MCDONALDS CORP | $17.11万 | 0.10% | 633 | 26 | 4.3% | $7,028 | 加仓 |
| VB | VANGUARD INDEX FDS | $16.94万 | 0.10% | 559 | 16 | 2.9% | $4,850 | 加仓 |
| SHOP | SHOPIFY INC | $16.89万 | 0.10% | 1,479 | 1,248 | 540.3% | $14.25万 | 加仓 |
| DEM | WISDOMTREE TR | $16.66万 | 0.10% | 3,098 | -48 | -1.5% | -$2,582 | 减仓 |
| AGGY | WISDOMTREE TR | $16.53万 | 0.10% | 3,801 | 57 | 1.5% | $2,478 | 加仓 |
| ETN | EATON CORP PLC | $16.45万 | 0.10% | 386 | 19 | 5.2% | $8,096 | 加仓 |
| BLK | BLACKROCK INC | $16.35万 | 0.10% | 170 | 26 | 18.1% | $2.50万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $16.20万 | 0.10% | 318 | 14 | 4.6% | $7,130 | 加仓 |
| — | INNOVATOR ETFS TRUST | $16.08万 | 0.09% | 6,086 | 0 | 0.0% | — | 不变 |
| BOCT | INNOVATOR ETFS TRUST | $15.97万 | 0.09% | 3,012 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $15.45万 | 0.09% | 7,279 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $15.27万 | 0.09% | 151 | -4 | -2.6% | -$4,045 | 减仓 |
| DLS | WISDOMTREE TR | $15.13万 | 0.09% | 1,806 | 15 | 0.8% | $1,257 | 加仓 |
| PAVE | GLOBAL X FDS | $14.54万 | 0.09% | 2,468 | 25 | 1.0% | $1,473 | 加仓 |
| LONZ | PIMCO ETF TR | $14.43万 | 0.08% | 2,926 | -610 | -17.3% | -$3.01万 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $14.15万 | 0.08% | 2,704 | -608 | -18.4% | -$3.18万 | 减仓 |
| DE | DEERE & CO | $14.08万 | 0.08% | 222 | 152 | 217.1% | $9.64万 | 加仓 |
| DES | WISDOMTREE TR | $14.07万 | 0.08% | 3,459 | -91 | -2.6% | -$3,702 | 减仓 |
| GDEC | FIRST TR EXCHNG TRADED FD VI | $13.88万 | 0.08% | 3,487 | -303 | -8.0% | -$1.21万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $13.78万 | 0.08% | 3,372 | -435 | -11.4% | -$1.78万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $13.76万 | 0.08% | 2,305 | -34 | -1.5% | -$2,029 | 减仓 |
| LTPZ | PIMCO ETF TR | $13.61万 | 0.08% | 2,687 | -160 | -5.6% | -$8,104 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $13.53万 | 0.08% | 1,160 | 264 | 29.5% | $3.08万 | 加仓 |
| CHAT | TIDAL TRUST II | $13.50万 | 0.08% | 1,368 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $13.24万 | 0.08% | 1,459 | 48 | 3.4% | $4,356 | 加仓 |
| ARKQ | ARK ETF TR | $13.22万 | 0.08% | 1,000 | 1,000 | — | $13.22万 | 新建仓 |
| VTEB | VANGUARD MUN BD FDS | $13.21万 | 0.08% | 2,611 | 2,611 | — | $13.21万 | 新建仓 |
| DSI | ISHARES TR | $13.17万 | 0.08% | 925 | 268 | 40.8% | $3.82万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $13.14万 | 0.08% | 3,748 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $13.05万 | 0.08% | 4,898 | 4,898 | — | $13.05万 | 新建仓 |
| VXUS | VANGUARD STAR FDS | $12.82万 | 0.08% | 1,500 | 1,005 | 203.0% | $8.59万 | 加仓 |
| SBUX | STARBUCKS CORP | $12.79万 | 0.08% | 1,252 | 307 | 32.5% | $3.14万 | 加仓 |
| SPYI | NEOS ETF TRUST | $12.59万 | 0.07% | 2,372 | -411 | -14.8% | -$2.18万 | 减仓 |
| CSCO | CISCO SYS INC | $12.59万 | 0.07% | 1,072 | 497 | 86.4% | $5.84万 | 加仓 |
| IWF | ISHARES TR | $12.59万 | 0.07% | 1,014 | -334 | -24.8% | -$4.15万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $12.48万 | 0.07% | 690 | 142 | 25.9% | $2.57万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $12.47万 | 0.07% | 976 | 0 | 0.0% | — | 不变 |
| AOM | ISHARES TR | $12.32万 | 0.07% | 2,469 | -52 | -2.1% | -$2,594 | 减仓 |
| JANW | AIM ETF PRODUCTS TRUST | $12.17万 | 0.07% | 3,148 | 504 | 19.1% | $1.95万 | 加仓 |
| QYLD | GLOBAL X FDS | $12.10万 | 0.07% | 6,564 | 1 | 0.0% | $18 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $11.86万 | 0.07% | 3,529 | -3 | -0.1% | -$101 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $11.84万 | 0.07% | 949 | 578 | 155.8% | $7.21万 | 加仓 |
| GLW | CORNING INC | $11.78万 | 0.07% | 461 | 80 | 21.0% | $2.04万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $11.76万 | 0.07% | 1,934 | 197 | 11.3% | $1.20万 | 加仓 |
| — | WISDOMTREE TR | $11.71万 | 0.07% | 2,652 | 0 | 0.0% | — | 不变 |
| GWX | SPDR INDEX SHS FDS | $11.59万 | 0.07% | 2,649 | -99 | -3.6% | -$4,332 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $11.48万 | 0.07% | 3,272 | 0 | 0.0% | — | 不变 |
| AVDE | AMERICAN CENTY ETF TR | $11.48万 | 0.07% | 1,287 | -44 | -3.3% | -$3,925 | 减仓 |
| DGRW | WISDOMTREE TR | $11.43万 | 0.07% | 1,195 | 0 | 0.0% | — | 不变 |
| BIL | SPDR SERIES TRUST | $11.29万 | 0.07% | 1,232 | -1,386 | -52.9% | -$12.70万 | 减仓 |
| MRK | MERCK & CO INC | $11.26万 | 0.07% | 876 | 548 | 167.1% | $7.04万 | 加仓 |
| SLV | ISHARES SILVER TR | $11.26万 | 0.07% | 2,105 | 154 | 7.9% | $8,234 | 加仓 |
| VV | VANGUARD INDEX FDS | $11.18万 | 0.07% | 325 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $11.16万 | 0.07% | 1,551 | 652 | 72.5% | $4.69万 | 加仓 |
| IAU | ISHARES GOLD TR | $11.05万 | 0.06% | 1,464 | 1,032 | 238.9% | $7.79万 | 加仓 |
| CLM | CORNERSTONE STRATEGIC INVEST | $11.01万 | 0.06% | 14,568 | -4,857 | -25.0% | -$3.67万 | 减仓 |
| GNOV | FIRST TR EXCHNG TRADED FD VI | $10.93万 | 0.06% | 2,614 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $10.91万 | 0.06% | 1,343 | 599 | 80.5% | $4.87万 | 加仓 |
| V | VISA INC | $10.91万 | 0.06% | 318 | 64 | 25.2% | $2.20万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $10.91万 | 0.06% | 1,486 | 75 | 5.3% | $5,506 | 加仓 |
| FIIG | FIRST TR EXCHANGE-TRADED FD | $10.53万 | 0.06% | 5,085 | 0 | 0.0% | — | 不变 |
| EAGG | ISHARES TR | $10.49万 | 0.06% | 2,212 | 762 | 52.6% | $3.61万 | 加仓 |