EVOLVE PRIVATE WEALTH, LLC
LOS ANGELES CA · SEC CIK 0002111131
$18.71亿2026Q1 申报市值
994持仓数
25.8%前十大占比 · 第一大 4.5%
146 / 50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
VCRB 新建仓+$3,612.71万
SGOV 加仓+$1,785.16万
IVV 加仓+$799.52万
TAFI 新建仓+$796.17万
MSFT 加仓+$744.05万
2026Q1 卖出最多 按季末市值估算
BND 减仓-$740.66万
GUESS INC 清仓-$606.38万
KO 减仓-$432.62万
TSLA 减仓-$357.84万
FPE 清仓-$342.28万
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 |
|---|---|---|---|---|---|---|---|---|
| GSK | GSK PLC | $216.97万 | 0.12% | 39,314 | 512 | 1.3% | $2.83万 | 加仓 |
| DFIS | DIMENSIONAL ETF TRUST | $217.00万 | 0.12% | 64,450 | 0 | 0.0% | — | 不变 |
| ADT | ADT INC DEL | $217.19万 | 0.12% | 330,582 | -17,940 | -5.1% | -$11.79万 | 减仓 |
| NFJ | VIRTUS DIVIDEND INTEREST & P | $217.83万 | 0.12% | 172,743 | -307 | -0.2% | -$3,871 | 减仓 |
| TJX | TJX COS INC NEW | $220.22万 | 0.12% | 13,790 | 385 | 2.9% | $6.15万 | 加仓 |
| MS | MORGAN STANLEY | $221.20万 | 0.12% | 13,441 | 2,388 | 21.6% | $39.30万 | 加仓 |
| MT | ARCELORMITTAL SA LUXEMBOURG | $221.42万 | 0.12% | 42,597 | 1,971 | 4.9% | $10.25万 | 加仓 |
| CMF | ISHARES TR | $222.31万 | 0.12% | 39,097 | 8,052 | 25.9% | $45.78万 | 加仓 |
| TPR | TAPESTRY INC | $223.91万 | 0.12% | 15,868 | -61 | -0.4% | -$8,608 | 减仓 |
| VTEC | VANGUARD CALIF TAX FREE FDS | $224.03万 | 0.12% | 22,611 | 22,611 | — | $224.03万 | 新建仓 |
| INGR | INGREDION INC | $224.67万 | 0.12% | 19,942 | 17,370 | 675.3% | $195.69万 | 加仓 |
| TYG | TORTOISE ENERGY INFRSTRCTR C | $227.70万 | 0.12% | 45,677 | -311 | -0.7% | -$1.55万 | 减仓 |
| RS | RELIANCE INC | $229.85万 | 0.12% | 7,563 | -150 | -1.9% | -$4.56万 | 减仓 |
| IEFA | ISHARES TR | $235.72万 | 0.13% | 26,038 | 18,848 | 262.1% | $170.63万 | 加仓 |
| GAM | GENERAL AMERN INVS CO INC | $235.90万 | 0.13% | 40,345 | -59 | -0.1% | -$3,450 | 减仓 |
| MA | MASTERCARD INCORPORATED | $237.35万 | 0.13% | 4,750 | 501 | 11.8% | $25.03万 | 加仓 |
| SHEL | SHELL PLC | $237.40万 | 0.13% | 25,527 | 3,696 | 16.9% | $34.37万 | 加仓 |
| IYW | ISHARES TR | $237.71万 | 0.13% | 13,103 | 207 | 1.6% | $3.76万 | 加仓 |
| IWF | ISHARES TR | $238.92万 | 0.13% | 5,603 | 5,603 | — | $238.92万 | 新建仓 |
| VIGI | VANGUARD WHITEHALL FDS | $240.09万 | 0.13% | 27,141 | 27,141 | — | $240.09万 | 新建仓 |
| FTI | TECHNIPFMC PLC | $241.12万 | 0.13% | 34,879 | 227 | 0.7% | $1.57万 | 加仓 |
| JBHT | HUNT J B TRANS SVCS INC | $242.33万 | 0.13% | 11,436 | 571 | 5.3% | $12.10万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $243.53万 | 0.13% | 11,703 | 686 | 6.2% | $14.28万 | 加仓 |
| DLTR | DOLLAR TREE INC | $246.05万 | 0.13% | 22,468 | 20,498 | 1,040.5% | $224.47万 | 加仓 |
| CET | CENTRAL SECS CORP | $246.30万 | 0.13% | 49,597 | -115 | -0.2% | -$5,711 | 减仓 |
| PCG | PG&E CORP | $250.38万 | 0.13% | 142,507 | -25,380 | -15.1% | -$44.59万 | 减仓 |
| NVST | ENVISTA HOLDINGS CORPORATION | $255.71万 | 0.14% | 100,794 | 3,837 | 4.0% | $9.73万 | 加仓 |
| RTX | RTX CORPORATION | $256.04万 | 0.14% | 13,273 | 3,197 | 31.7% | $61.67万 | 加仓 |
| FLS | FLOWSERVE CORP | $259.84万 | 0.14% | 35,348 | 27,912 | 375.4% | $205.18万 | 加仓 |
| WMB | WILLIAMS COS INC | $262.39万 | 0.14% | 36,052 | -1,704 | -4.5% | -$12.40万 | 减仓 |
| PHM | PULTE GROUP INC | $263.06万 | 0.14% | 22,367 | -537 | -2.3% | -$6.32万 | 减仓 |
| EBAY | EBAY INC. | $265.25万 | 0.14% | 29,142 | 1,258 | 4.5% | $11.45万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $270.34万 | 0.14% | 7,877 | 2,149 | 37.5% | $73.75万 | 加仓 |
| STEW | SRH TOTAL RETURN FUND INC | $271.86万 | 0.15% | 158,980 | -710 | -0.4% | -$1.21万 | 减仓 |
| GEV | GE VERNOVA INC | $271.91万 | 0.15% | 3,115 | 946 | 43.6% | $82.58万 | 加仓 |
| V | VISA INC | $272.32万 | 0.15% | 9,010 | 3,164 | 54.1% | $95.63万 | 加仓 |
| EME | EMCOR GROUP INC | $274.88万 | 0.15% | 3,723 | 192 | 5.4% | $14.18万 | 加仓 |
| C | CITIGROUP INC | $275.04万 | 0.15% | 24,252 | 1,755 | 7.8% | $19.90万 | 加仓 |
| FLEX | FLEXTRONICS INTL LTD | $275.78万 | 0.15% | 42,130 | 713 | 1.7% | $4.67万 | 加仓 |
| FDX | FEDEX CORP | $276.86万 | 0.15% | 7,773 | 241 | 3.2% | $8.58万 | 加仓 |
| MTG | MGIC INVT CORP WIS | $278.42万 | 0.15% | 106,064 | -7,643 | -6.7% | -$20.06万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $278.61万 | 0.15% | 3,293 | 807 | 32.5% | $68.28万 | 加仓 |
| INTC | INTEL CORP | $282.54万 | 0.15% | 64,024 | -11,989 | -15.8% | -$52.91万 | 减仓 |
| BAC | BANK AMERICA CORP | $283.45万 | 0.15% | 58,144 | 6,810 | 13.3% | $33.20万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $287.25万 | 0.15% | 19,887 | 8,114 | 68.9% | $117.20万 | 加仓 |
| XGDVX | GABELLI DIVID & INCOME TR | $288.05万 | 0.15% | 106,962 | -263 | -0.2% | -$7,083 | 减仓 |
| ASML | ASML HLDG NV | $292.71万 | 0.16% | 2,216 | 197 | 9.8% | $26.02万 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $293.87万 | 0.16% | 15,754 | -50 | -0.3% | -$9,327 | 减仓 |
| JLL | JONES LANG LASALLE INC | $295.37万 | 0.16% | 9,706 | 667 | 7.4% | $20.30万 | 加仓 |
| MTCH | MATCH GROUP INC NEW | $296.10万 | 0.16% | 96,419 | 73,427 | 319.4% | $225.49万 | 加仓 |
| EIX | EDISON INTL | $296.44万 | 0.16% | 40,509 | -356 | -0.9% | -$2.61万 | 减仓 |
| FIX | COMFORT SYS USA INC | $300.35万 | 0.16% | 2,178 | 43 | 2.0% | $5.93万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $301.75万 | 0.16% | 4,993 | 1,929 | 63.0% | $116.58万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $302.25万 | 0.16% | 11,170 | 1,567 | 16.3% | $42.40万 | 加仓 |
| AYI | ACUITY INC | $305.19万 | 0.16% | 10,891 | -416 | -3.7% | -$11.66万 | 减仓 |
| IDEV | ISHARES TR | $305.65万 | 0.16% | 36,574 | 36,574 | — | $305.65万 | 新建仓 |
| ABBV | ABBVIE INC | $309.24万 | 0.17% | 14,219 | 2,337 | 19.7% | $50.83万 | 加仓 |
| BCS | BARCLAYS PLC | $311.20万 | 0.17% | 147,070 | 8,511 | 6.1% | $18.01万 | 加仓 |
| KO | COCA COLA CO | $311.29万 | 0.17% | 40,933 | -56,887 | -58.2% | -$432.62万 | 减仓 |
| OMC | OMNICOM GROUP INC | $311.38万 | 0.17% | 41,347 | 31,508 | 320.2% | $237.29万 | 加仓 |
| BYD | BOYD GAMING CORP | $314.20万 | 0.17% | 38,233 | -1,301 | -3.3% | -$10.69万 | 减仓 |
| ACGL | ARCH CAP GROUP LTD | $314.20万 | 0.17% | 32,732 | -1,102 | -3.3% | -$10.58万 | 减仓 |
| NFLX | NETFLIX INC. | $315.49万 | 0.17% | 32,812 | 7,864 | 31.5% | $75.61万 | 加仓 |
| NRG | NRG ENERGY INC | $316.07万 | 0.17% | 21,628 | -224 | -1.0% | -$3.27万 | 减仓 |
| — | VANGUARD FIXED INCOME SECS F | $316.88万 | 0.17% | 42,585 | 42,585 | — | $316.88万 | 新建仓 |
| VYMI | VANGUARD WHITEHALL FDS | $317.49万 | 0.17% | 33,690 | 898 | 2.7% | $8.46万 | 加仓 |
| COKE | COCA COLA CONS INC | $319.36万 | 0.17% | 16,656 | -468 | -2.7% | -$8.97万 | 减仓 |
| COR | CENCORA INC | $321.78万 | 0.17% | 10,243 | 424 | 4.3% | $13.32万 | 加仓 |
| CF | CF INDUSTRIES HOLD | $321.89万 | 0.17% | 24,791 | 24,791 | — | $321.89万 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $324.72万 | 0.17% | 9,608 | -813 | -7.8% | -$27.48万 | 减仓 |
| CRM | SALESFORCE INC | $326.48万 | 0.17% | 17,490 | -1,296 | -6.9% | -$24.19万 | 减仓 |
| GE | GE AEROSPACE | $328.16万 | 0.18% | 11,564 | 1,082 | 10.3% | $30.70万 | 加仓 |
| UGI | UGI CORP NEW | $334.34万 | 0.18% | 91,800 | 20,726 | 29.2% | $75.48万 | 加仓 |
| CB | CHUBB LTD SWITZ | $336.03万 | 0.18% | 10,310 | -576 | -5.3% | -$18.77万 | 减仓 |
| QCOM | QUALCOMM INC | $338.22万 | 0.18% | 26,263 | -1,826 | -6.5% | -$23.52万 | 减仓 |
| WSM | WILLIAMS SONOMA INC | $338.98万 | 0.18% | 18,592 | -443 | -2.3% | -$8.08万 | 减仓 |
| PEP | PEPSICO INC | $340.73万 | 0.18% | 21,942 | -5,905 | -21.2% | -$91.70万 | 减仓 |
| NVS | NOVARTIS AG | $344.82万 | 0.18% | 22,574 | 2,069 | 10.1% | $31.60万 | 加仓 |
| UAL | UNITED AIRLS HLDGS INC | $358.55万 | 0.19% | 38,943 | 418 | 1.1% | $3.85万 | 加仓 |
| HCA | HCA HEALTHCARE INC | $360.59万 | 0.19% | 7,620 | -201 | -2.6% | -$9.51万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $361.59万 | 0.19% | 24,719 | 4,118 | 20.0% | $60.24万 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $366.61万 | 0.20% | 3,353 | 39 | 1.2% | $4.26万 | 加仓 |
| EXPD | EXPEDITORS INTL WASH INC | $368.04万 | 0.20% | 25,696 | 25,696 | — | $368.04万 | 新建仓 |
| BIL | SPDR SERIES TRUST | $370.18万 | 0.20% | 40,395 | 5,091 | 14.4% | $46.65万 | 加仓 |
| AN | AUTONATION INC | $373.75万 | 0.20% | 19,141 | -602 | -3.0% | -$11.75万 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $381.23万 | 0.20% | 16,542 | 196 | 1.2% | $4.52万 | 加仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $385.28万 | 0.21% | 130,649 | -2,649 | -2.0% | -$7.81万 | 减仓 |
| KR | KROGER CO | $385.69万 | 0.21% | 53,301 | -1,111 | -2.0% | -$8.04万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $389.39万 | 0.21% | 27,939 | 2,273 | 8.9% | $31.68万 | 加仓 |
| USMF | WISDOMTREE TR | $392.70万 | 0.21% | 79,527 | 221 | 0.3% | $1.09万 | 加仓 |
| ORCL | ORACLE CORP | $395.27万 | 0.21% | 26,869 | 4,989 | 22.8% | $73.39万 | 加仓 |
| QQQ | INVESCO QQQ TR | $402.83万 | 0.22% | 6,979 | -1,847 | -20.9% | -$106.61万 | 减仓 |
| CVS | CVS HEALTH CORP | $406.27万 | 0.22% | 56,568 | 3,426 | 6.4% | $24.61万 | 加仓 |
| SNA | SNAP ON INC | $411.40万 | 0.22% | 11,326 | -98 | -0.9% | -$3.56万 | 减仓 |
| ORI | OLD REP INTL CORP | $414.96万 | 0.22% | 104,001 | -4,843 | -4.4% | -$19.32万 | 减仓 |
| MFDX | PIMCO EQUITY SER | $415.27万 | 0.22% | 104,286 | -3,038 | -2.8% | -$12.10万 | 减仓 |
| DHI | D R HORTON INC | $421.28万 | 0.23% | 30,701 | -1,726 | -5.3% | -$23.68万 | 减仓 |
| INTF | ISHARES TR | $427.91万 | 0.23% | 109,832 | -2,811 | -2.5% | -$10.95万 | 减仓 |
| MGK | VANGUARD WORLD FD | $430.18万 | 0.23% | 11,707 | 11,707 | — | $430.18万 | 新建仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $431.73万 | 0.23% | 6,639 | -1,761 | -21.0% | -$114.52万 | 减仓 |