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 |
|---|---|---|---|---|---|---|---|---|
| ITA | ISHARES TR | $2,424 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $2,382 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| XLV | SELECT SECTOR SPDR TR | $2,380 | 0.00% | 15 | 15 | — | $2,380 | 新建仓 |
| IXJ | ISHARES TR | $2,361 | 0.00% | 24 | 24 | — | $2,361 | 新建仓 |
| VMC | VULCAN MATLS CO | $2,360 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $2,345 | 0.00% | 15 | -1,232 | -98.8% | -$19.26万 | 减仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $2,292 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| HEDJ | WISDOMTREE TR | $2,280 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| BTT | BLACKROCK MUN TARGET TERM TR | $2,275 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $2,265 | 0.00% | 116 | 0 | 0.0% | — | 不变 |
| RS | RELIANCE INC | $2,242 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| VSNT | VERSANT MEDIA GROUP INC | $2,233 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| CHPX | GLOBAL X FDS | $2,233 | 0.00% | 21 | 21 | — | $2,233 | 新建仓 |
| BTAL | AGF INVTS TR | $2,230 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| BRNY | EA SERIES TRUST | $2,211 | 0.00% | 38 | 38 | — | $2,211 | 新建仓 |
| RING | ISHARES INC | $2,196 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| PHM | PULTE GROUP INC | $2,195 | 0.00% | 16 | 16 | — | $2,195 | 新建仓 |
| MTCH | MATCH GROUP INC NEW | $2,169 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS DISCOVERY INC | $2,159 | 0.00% | 81 | 0 | 0.0% | — | 不变 |
| EUAD | SPINNAKER ETF SERIES | $2,151 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| VOT | VANGUARD INDEX FDS | $2,144 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| PNW | PINNACLE WEST CAP CORP | $2,140 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| TPR | TAPESTRY INC | $2,049 | 0.00% | 14 | 14 | — | $2,049 | 新建仓 |
| MET | METLIFE INC | $2,031 | 0.00% | 24 | -430 | -94.7% | -$3.64万 | 减仓 |
| XYL | XYLEM INC | $2,010 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $2,001 | 0.00% | 102 | 0 | 0.0% | — | 不变 |
| CME | CME GROUP INC | $1,987 | 0.00% | 9 | 9 | — | $1,987 | 新建仓 |
| EXPD | EXPEDITORS INTL WASH INC | $1,956 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| ES | EVERSOURCE ENERGY | $1,951 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| SLVP | ISHARES INC | $1,942 | 0.00% | 63 | 0 | 0.0% | — | 不变 |
| URNM | SPROTT FDS TR | $1,893 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $1,874 | 0.00% | 92 | 0 | 0.0% | — | 不变 |
| NLR | VANECK ETF TRUST | $1,856 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| FISR | SSGA ACTIVE TR | $1,847 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| LYV | LIVE NATION ENTERTAINMENT IN | $1,831 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| HUBS | HUBSPOT INC | $1,825 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| AMTM | AMENTUM HOLDINGS INC | $1,819 | 0.00% | 88 | 88 | — | $1,819 | 新建仓 |
| EUFN | ISHARES TR | $1,755 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $1,746 | 0.00% | 94 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCH TRADED FD TR II | $1,734 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| PALC | PACER FDS TR | $1,733 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| XSSPX | NUVEEN S&P 500 DYNAMIC OVERW | $1,696 | 0.00% | 91 | -1 | -1.1% | -$19 | 减仓 |
| PCAR | PACCAR INC | $1,682 | 0.00% | 14 | 14 | — | $1,682 | 新建仓 |
| VOD | VODAFONE GROUP PLC | $1,666 | 0.00% | 126 | 0 | 0.0% | — | 不变 |
| NMAX | NEWSMAX INC | $1,656 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| PHG | KONINKLIJKE PHILIPS N V | $1,631 | 0.00% | 60 | 2 | 3.4% | $54 | 加仓 |
| ALC | ALCON AG | $1,610 | 0.00% | 24 | 24 | — | $1,610 | 新建仓 |
| PYLD | PIMCO ETF TR | $1,565 | 0.00% | 59 | 59 | — | $1,565 | 新建仓 |
| GJUN | FIRST TR EXCHNG TRADED FD VI | $1,524 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| ICSH | ISHARES TR | $1,517 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| LEU | CENTRUS ENERGY CORP | $1,511 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| FDXF | FEDEX FGHT HLDG CO INC | $1,510 | 0.00% | 10 | 10 | — | $1,510 | 新建仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $1,502 | 0.00% | 19 | 19 | — | $1,502 | 新建仓 |
| RC | READY CAPITAL CORP | $1,468 | 0.00% | 839 | 0 | 0.0% | — | 不变 |
| MLN | VANECK ETF TRUST | $1,458 | 0.00% | 82 | 0 | 0.0% | — | 不变 |
| HSIC | SCHEIN HENRY INC | $1,420 | 0.00% | 17 | 17 | — | $1,420 | 新建仓 |
| VLTO | VERALTO CORP | $1,419 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| ZROZ | PIMCO ETF TR | $1,410 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| — | J P MORGAN EXCHANGE TRADED F | $1,330 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| SCHE | SCHWAB STRATEGIC TR | $1,330 | 0.00% | 37 | 37 | — | $1,330 | 新建仓 |
| VEEV | VEEVA SYS INC | $1,242 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| EMN | EASTMAN CHEM CO | $1,206 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP | $1,138 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| WAT | WATERS CORP | $1,125 | 0.00% | 3 | 3 | — | $1,125 | 新建仓 |
| MP | MP MATERIALS CORP | $1,120 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| — | GENCOR INDS INC | $1,119 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| — | ALPS ETF TR | $1,094 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| FLG | FLAGSTAR BANK NATIONAL ASSOC | $1,076 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| BDX | BECTON DICKINSON & CO | $1,059 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| OGE | OGE ENERGY CORP | $1,022 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| IBMQ | ISHARES TR | $972 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| IBMP | ISHARES TR | $966 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| MTB | M & T BK CORP | $952 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| FREL | FIDELITY COVINGTON TRUST | $938 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| FSEP | FIRST TR EXCHNG TRADED FD VI | $881 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| KVUE | KENVUE INC | $841 | 0.00% | 44 | 44 | — | $841 | 新建仓 |
| PPL | PPL CORP | $836 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| AVY | AVERY DENNISON CORP | $812 | 0.00% | 5 | 5 | — | $812 | 新建仓 |
| WAB | WABTEC | $809 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| TSN | TYSON FOODS INC | $802 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| FSK | FS KKR CAP CORP | $788 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| — | RESEARCH FRONTIERS INC | $780 | 0.00% | 1,500 | 1,500 | — | $780 | 新建仓 |
| FCG | FIRST TR EXCHANGE-TRADED FD | $772 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| INGR | INGREDION INC | $758 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| HOG | HARLEY DAVIDSON INC | $734 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| EG | EVEREST GROUP LTD | $714 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| GDDY | GODADDY INC | $679 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| STT | STATE STR CORP | $678 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| ROP | ROPER TECHNOLOGIES INC | $677 | 0.00% | 2 | 2 | — | $677 | 新建仓 |
| DOV | DOVER CORP | $673 | 0.00% | 3 | -7 | -70.0% | -$1,570 | 减仓 |
| XLB | SELECT SECTOR SPDR TR | $661 | 0.00% | 13 | 13 | — | $661 | 新建仓 |
| PSA | PUBLIC STORAGE | $637 | 0.00% | 2 | 2 | — | $637 | 新建仓 |
| REMX | VANECK ETF TRUST | $620 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| CMS | CMS ENERGY CORP | $612 | 0.00% | 8 | 8 | — | $612 | 新建仓 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $583 | 0.00% | 35 | 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 |
| USB | US BANCORP | $544 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $539 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| GIS | GENERAL MILLS INC | $522 | 0.00% | 15 | 0 | 0.0% | — | 不变 |