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 |
|---|---|---|---|---|---|---|---|---|
| JEPQ | J P MORGAN EXCHANGE TRADED F | $8,789 | 0.01% | 143 | 50 | 53.8% | $3,073 | 加仓 |
| VBK | VANGUARD INDEX FDS | $8,777 | 0.01% | 24 | 0 | 0.0% | — | 不变 |
| CASY | CASEYS GEN STORES INC | $8,743 | 0.01% | 11 | 11 | — | $8,743 | 新建仓 |
| IWD | ISHARES TR | $8,727 | 0.01% | 36 | 0 | 0.0% | — | 不变 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $8,701 | 0.01% | 194 | 0 | 0.0% | — | 不变 |
| TEL | TE CONNECTIVITY PLC | $8,669 | 0.01% | 43 | 43 | — | $8,669 | 新建仓 |
| DG | DOLLAR GEN CORP | $8,633 | 0.01% | 75 | 0 | 0.0% | — | 不变 |
| ROST | ROSS STORES INC | $8,514 | 0.01% | 40 | 40 | — | $8,514 | 新建仓 |
| IGEB | ISHARES TR | $8,481 | 0.00% | 188 | 0 | 0.0% | — | 不变 |
| — | GLOBAL X FDS | $8,468 | 0.00% | 149 | 0 | 0.0% | — | 不变 |
| CSQ | CALAMOS STRATEGIC TOTAL RETU | $8,430 | 0.00% | 410 | 0 | 0.0% | — | 不变 |
| USIG | ISHARES TR | $8,412 | 0.00% | 164 | 0 | 0.0% | — | 不变 |
| STM | STMICROELECTRONICS N V | $8,388 | 0.00% | 112 | 112 | — | $8,388 | 新建仓 |
| DOCU | DOCUSIGN INC | $8,307 | 0.00% | 187 | -39 | -17.3% | -$1,732 | 减仓 |
| DGRO | ISHARES TR | $8,261 | 0.00% | 109 | 0 | 0.0% | — | 不变 |
| VGIT | VANGUARD SCOTTSDALE FDS | $8,257 | 0.00% | 140 | 33 | 30.8% | $1,946 | 加仓 |
| — | LISTED FDS TR | $8,146 | 0.00% | 191 | 0 | 0.0% | — | 不变 |
| VTWO | VANGUARD SCOTTSDALE FDS | $8,135 | 0.00% | 67 | -51 | -43.2% | -$6,192 | 减仓 |
| CNR | CORE NATURAL RESOURCES INC | $8,002 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| PBUS | INVESCO EXCH TRADED FD TR II | $7,783 | 0.00% | 104 | 0 | 0.0% | — | 不变 |
| NEM | NEWMONT CORP | $7,752 | 0.00% | 83 | 50 | 151.5% | $4,670 | 加仓 |
| HL | HECLA MINING COMPANY | $7,715 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| DFCF | DIMENSIONAL ETF TRUST | $7,682 | 0.00% | 182 | 182 | — | $7,682 | 新建仓 |
| RF | REGIONS FINANCIAL CORP NEW | $7,610 | 0.00% | 252 | 0 | 0.0% | — | 不变 |
| AYI | ACUITY INC | $7,533 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| SCHP | SCHWAB STRATEGIC TR | $7,500 | 0.00% | 283 | 0 | 0.0% | — | 不变 |
| MRSH | MARSH & MCLENNAN COS INC | $7,500 | 0.00% | 45 | 13 | 40.6% | $2,167 | 加仓 |
| SUNB | SUNBELT RENTALS HOLDINGS INC | $7,481 | 0.00% | 100 | 100 | — | $7,481 | 新建仓 |
| MAR | MARRIOTT INTL INC NEW | $7,412 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| EBND | SPDR SERIES TRUST | $7,364 | 0.00% | 352 | 0 | 0.0% | — | 不变 |
| — | WISDOMTREE TR | $7,316 | 0.00% | 202 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT | $7,308 | 0.00% | 28 | 3 | 12.0% | $783 | 加仓 |
| SPIB | SPDR SERIES TRUST | $7,294 | 0.00% | 218 | 49 | 29.0% | $1,639 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $7,270 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| DGRS | WISDOMTREE TR | $7,241 | 0.00% | 122 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC | $7,158 | 0.00% | 18 | 18 | — | $7,158 | 新建仓 |
| CVNA | CARVANA CO | $7,043 | 0.00% | 107 | 107 | — | $7,043 | 新建仓 |
| AFL | AFLAC INC | $7,035 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC | $7,032 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| HIG | HARTFORD INSURANCE GROUP INC | $7,024 | 0.00% | 53 | 3 | 6.0% | $398 | 加仓 |
| TWLO | TWILIO INC | $7,015 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| SGOL | ETFS GOLD TR | $6,996 | 0.00% | 183 | 0 | 0.0% | — | 不变 |
| PINS | PINTEREST INC | $6,982 | 0.00% | 332 | 327 | 6,540.0% | $6,877 | 加仓 |
| RTO | RENTOKIL INITIAL PLC | $6,895 | 0.00% | 241 | 241 | — | $6,895 | 新建仓 |
| BAR | GRANITESHARES GOLD TR | $6,878 | 0.00% | 174 | 174 | — | $6,878 | 新建仓 |
| CWT | CALIFORNIA WTR SVC GROUP | $6,860 | 0.00% | 141 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $6,822 | 0.00% | 54 | -1 | -1.8% | -$126 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $6,756 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| HSY | HERSHEY CO | $6,667 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| SE | SEA LTD | $6,612 | 0.00% | 69 | 10 | 16.9% | $958 | 加仓 |
| SPGP | INVESCO EXCHANGE TRADED FD T | $6,604 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| AAMI | ACADIAN ASSET MANAGEMENT INC | $6,580 | 0.00% | 92 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP | $6,576 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $6,549 | 0.00% | 63 | 62 | 6,200.0% | $6,445 | 加仓 |
| FLQM | FRANKLIN TEMPLETON ETF TR | $6,541 | 0.00% | 113 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC | $6,486 | 0.00% | 158 | -49 | -23.7% | -$2,011 | 减仓 |
| DNP | DNP SELECT INCOME FD INC | $6,485 | 0.00% | 601 | 0 | 0.0% | — | 不变 |
| GVAL | CAMBRIA ETF TR | $6,484 | 0.00% | 180 | 0 | 0.0% | — | 不变 |
| QQEW | FIRST TR EXCHANGE-TRADED FD | $6,392 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| IDU | ISHARES TR | $6,304 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| SPAB | SPDR SERIES TRUST | $6,303 | 0.00% | 247 | 247 | — | $6,303 | 新建仓 |
| TMDX | TRANSMEDICS GROUP INC | $6,243 | 0.00% | 94 | 40 | 74.1% | $2,657 | 加仓 |
| AMT | AMERICAN TOWER CORP | $6,216 | 0.00% | 38 | 38 | — | $6,216 | 新建仓 |
| HYMB | SPDR SERIES TRUST | $6,106 | 0.00% | 240 | 0 | 0.0% | — | 不变 |
| SCHI | SCHWAB STRATEGIC TR | $6,045 | 0.00% | 267 | 267 | — | $6,045 | 新建仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $6,006 | 0.00% | 74 | 51 | 221.7% | $4,139 | 加仓 |
| MMM | 3M CO | $5,991 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| TTE | TOTALENERGIES SE | $5,910 | 0.00% | 76 | 0 | 0.0% | — | 不变 |
| FDD | FIRST TR EXCHANGE-TRADED FD | $5,825 | 0.00% | 314 | 0 | 0.0% | — | 不变 |
| ARKW | ARK ETF TR | $5,794 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| BBY | BEST BUY INC | $5,767 | 0.00% | 76 | 0 | 0.0% | — | 不变 |
| — | WISDOMTREE TR | $5,747 | 0.00% | 152 | 152 | — | $5,747 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $5,725 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| AYA | AYA GOLD & SILVER INC | $5,682 | 0.00% | 300 | 300 | — | $5,682 | 新建仓 |
| SDCI | USCF ETF TR | $5,658 | 0.00% | 214 | 0 | 0.0% | — | 不变 |
| BMNR | BITMINE IMMERSION TECHS INC | $5,657 | 0.00% | 425 | 425 | — | $5,657 | 新建仓 |
| OXY | OCCIDENTAL PETE CORP | $5,634 | 0.00% | 116 | 0 | 0.0% | — | 不变 |
| NICE | NICE LTD | $5,633 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| MPLX | MPLX LP | $5,633 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| XONE | BONDBLOXX ETF TRUST | $5,628 | 0.00% | 114 | 0 | 0.0% | — | 不变 |
| THC | TENET HEALTHCARE CORP | $5,612 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| MDYV | SPDR SERIES TRUST | $5,596 | 0.00% | 59 | 59 | — | $5,596 | 新建仓 |
| FSSL | FS SPECIALTY LENDING FD | $5,564 | 0.00% | 499 | 0 | 0.0% | — | 不变 |
| DRI | DARDEN RESTAURANTS INC | $5,562 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| TLH | ISHARES TR | $5,519 | 0.00% | 55 | 42 | 323.1% | $4,215 | 加仓 |
| AZN | ASTRAZENECA PLC | $5,499 | 0.00% | 29 | 9 | 45.0% | $1,707 | 加仓 |
| HCA | HCA HEALTHCARE INC | $5,458 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| — | LISTED FDS TR | $5,451 | 0.00% | 172 | -312 | -64.5% | -$9,888 | 减仓 |
| BGRN | ISHARES TR | $5,412 | 0.00% | 114 | 0 | 0.0% | — | 不变 |
| VCR | VANGUARD WORLD FD | $5,402 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC | $5,342 | 0.00% | 7 | -33 | -82.5% | -$2.52万 | 减仓 |
| DTE | DTE ENERGY CO | $5,333 | 0.00% | 35 | 35 | — | $5,333 | 新建仓 |
| CPAY | CORPAY INC | $5,332 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $5,278 | 0.00% | 117 | 0 | 0.0% | — | 不变 |
| — | TIDAL TRUST II | $5,247 | 0.00% | 185 | 185 | — | $5,247 | 新建仓 |
| EQIX | EQUINIX INC | $5,212 | 0.00% | 5 | 5 | — | $5,212 | 新建仓 |
| ZIM | ZIM INTEGRATED SHIPPING SERV | $5,200 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| WCLD | WISDOMTREE TR | $5,193 | 0.00% | 162 | 0 | 0.0% | — | 不变 |
| MAIN | MAIN STR CAP CORP | $5,188 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| WCN | WASTE CONNECTIONS INC | $5,167 | 0.00% | 31 | 0 | 0.0% | — | 不变 |