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 |
|---|---|---|---|---|---|---|---|---|
| VZ | VERIZON COMMUNICATIONS INC | $436.98万 | 0.23% | 87,048 | -482 | -0.6% | -$2.42万 | 减仓 |
| TOL | TOLL BROTHERS INC | $444.36万 | 0.24% | 32,561 | -699 | -2.1% | -$9.54万 | 减仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $444.38万 | 0.24% | 186,634 | 15,160 | 8.8% | $36.10万 | 加仓 |
| MO | ALTRIA GROUP INC | $447.46万 | 0.24% | 67,807 | -222 | -0.3% | -$1.46万 | 减仓 |
| SF | STIFEL FINL CORP | $460.41万 | 0.25% | 62,285 | -985 | -1.6% | -$7.28万 | 减仓 |
| EXPE | EXPEDIA GROUP INC | $461.85万 | 0.25% | 20,003 | 12,915 | 182.2% | $298.20万 | 加仓 |
| DAL | DELTA AIR LINES INC | $476.66万 | 0.25% | 71,700 | 878 | 1.2% | $5.84万 | 加仓 |
| AXS | AXIS CAP HLDGS LTD | $477.17万 | 0.26% | 47,054 | -1,224 | -2.5% | -$12.41万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $505.55万 | 0.27% | 53,793 | 1,640 | 3.1% | $15.41万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $509.90万 | 0.27% | 8,533 | 3,743 | 78.1% | $223.67万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $511.01万 | 0.27% | 34,504 | 12,458 | 56.5% | $184.51万 | 加仓 |
| VST | VISTRA CORP | $529.24万 | 0.28% | 35,205 | -212 | -0.6% | -$3.19万 | 减仓 |
| CVX | CHEVRON CORPORATION | $532.83万 | 0.28% | 25,753 | 11,303 | 78.2% | $233.86万 | 加仓 |
| ALSN | ALLISON TRANSMISSION HLDGS I | $538.66万 | 0.29% | 46,016 | -701 | -1.5% | -$8.21万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $549.05万 | 0.29% | 16,252 | 7,121 | 78.0% | $240.57万 | 加仓 |
| SYF | SYNCHRONY FINANCIAL | $550.73万 | 0.29% | 80,966 | 932 | 1.2% | $6.34万 | 加仓 |
| CAT | CATERPILLAR INC | $581.05万 | 0.31% | 8,202 | -3,213 | -28.1% | -$227.62万 | 减仓 |
| VGT | VANGUARD WORLD FD | $582.24万 | 0.31% | 8,345 | 1,794 | 27.4% | $125.17万 | 加仓 |
| VLO | VALERO ENERGY CORP | $583.26万 | 0.31% | 23,606 | 19,060 | 419.3% | $470.93万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $584.60万 | 0.31% | 154,492 | 134,218 | 662.0% | $507.88万 | 加仓 |
| BINV | 2023 ETF SERIES TRUST | $601.37万 | 0.32% | 145,894 | -3,771 | -2.5% | -$15.54万 | 减仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $620.11万 | 0.33% | 154,294 | -2,644 | -1.7% | -$10.63万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $622.26万 | 0.33% | 20,572 | 905 | 4.6% | $27.37万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $628.54万 | 0.34% | 103,634 | 1,396 | 1.4% | $8.47万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $636.72万 | 0.34% | 14,577 | 13,113 | 895.7% | $572.77万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $638.91万 | 0.34% | 132,225 | -2,406 | -1.8% | -$11.63万 | 减仓 |
| JBL | JABIL INC | $660.68万 | 0.35% | 24,872 | -4,336 | -14.8% | -$115.18万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $673.75万 | 0.36% | 36,932 | -6,714 | -15.4% | -$122.48万 | 减仓 |
| CSCO | CISCO SYS INC | $676.14万 | 0.36% | 87,143 | 5,467 | 6.7% | $42.42万 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $682.30万 | 0.36% | 256,408 | 27,952 | 12.2% | $74.38万 | 加仓 |
| KLAC | KLA CORP | $705.77万 | 0.38% | 4,793 | -856 | -15.2% | -$126.05万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $723.69万 | 0.39% | 7,263 | -1,977 | -21.4% | -$196.99万 | 减仓 |
| VPLS | VANGUARD MALVERN FDS | $723.80万 | 0.39% | 93,286 | 93,286 | — | $723.80万 | 新建仓 |
| LLY | ELI LILLY & CO | $727.31万 | 0.39% | 7,908 | 2,444 | 44.7% | $224.78万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $758.11万 | 0.41% | 31,276 | 1,238 | 4.1% | $30.01万 | 加仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $765.72万 | 0.41% | 12,913 | -1,107 | -7.9% | -$65.64万 | 减仓 |
| MRK | MERCK & CO INC | $773.95万 | 0.41% | 64,340 | 4,325 | 7.2% | $52.03万 | 加仓 |
| LRGF | ISHARES TR | $790.90万 | 0.42% | 119,833 | -1,426 | -1.2% | -$9.41万 | 减仓 |
| TAFI | AB ACTIVE ETFS INC | $796.17万 | 0.43% | 316,192 | 316,192 | — | $796.17万 | 新建仓 |
| LRCX | LAM RESEARCH CORP | $854.65万 | 0.46% | 40,000 | -1,550 | -3.7% | -$33.12万 | 减仓 |
| WMT | WALMART INC | $970.88万 | 0.52% | 78,120 | -10,101 | -11.4% | -$125.54万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,012.29万 | 0.54% | 21,125 | 2,373 | 12.7% | $113.71万 | 加仓 |
| TSLA | TESLA INC | $1,038.14万 | 0.55% | 27,926 | -9,626 | -25.6% | -$357.84万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $1,056.84万 | 0.56% | 43,235 | 2,345 | 5.7% | $57.32万 | 加仓 |
| GM | GENERAL MTRS CO | $1,070.19万 | 0.57% | 143,650 | -16,545 | -10.3% | -$123.26万 | 减仓 |
| SMLF | ISHARES TR | $1,104.06万 | 0.59% | 146,252 | -2,809 | -1.9% | -$21.21万 | 减仓 |
| IVV | ISHARES TR | $1,230.70万 | 0.66% | 18,841 | 12,240 | 185.4% | $799.52万 | 加仓 |
| — | EXXON MOBIL CORP | $1,238.24万 | 0.66% | 72,984 | 5,835 | 8.7% | $99.00万 | 加仓 |
| IEMG | ISHARES INC | $1,292.05万 | 0.69% | 185,240 | 35,955 | 24.1% | $250.79万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $1,360.24万 | 0.73% | 46,242 | -3,303 | -6.7% | -$97.16万 | 减仓 |
| MFEM | PIMCO EQUITY SER | $1,405.34万 | 0.75% | 561,692 | 11,622 | 2.1% | $29.08万 | 加仓 |
| GOOG | ALPHABET INC | $1,447.02万 | 0.77% | 50,443 | 8,058 | 19.0% | $231.15万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $1,538.33万 | 0.82% | 47,951 | 19,986 | 71.5% | $641.18万 | 加仓 |
| META | META PLATFORMS INC | $1,632.10万 | 0.87% | 28,527 | 2,672 | 10.3% | $152.87万 | 加仓 |
| AVGO | BROADCOM INC | $1,958.70万 | 1.05% | 63,284 | 5,215 | 9.0% | $161.41万 | 加仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $2,054.43万 | 1.10% | 919,620 | 158,319 | 20.8% | $353.68万 | 加仓 |
| IAU | ISHARES GOLD TR | $2,120.79万 | 1.13% | 240,561 | -19,774 | -7.6% | -$174.33万 | 减仓 |
| EMGF | ISHARES INC | $2,195.82万 | 1.17% | 363,367 | 13,974 | 4.0% | $84.44万 | 加仓 |
| AMZN | AMAZON COM INC | $2,384.49万 | 1.27% | 114,490 | 11,726 | 11.4% | $244.22万 | 加仓 |
| GOOGL | ALPHABET INC | $2,704.38万 | 1.45% | 94,046 | 4,287 | 4.8% | $123.28万 | 加仓 |
| ISCF | ISHARES TR | $2,706.09万 | 1.45% | 647,545 | 31,034 | 5.0% | $129.69万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $3,511.86万 | 1.88% | 476,895 | -100,578 | -17.4% | -$740.66万 | 减仓 |
| VCRB | VANGUARD MALVERN FDS | $3,612.71万 | 1.93% | 466,879 | 466,879 | — | $3,612.71万 | 新建仓 |
| MSFT | MICROSOFT CORP | $3,629.46万 | 1.94% | 98,048 | 20,100 | 25.8% | $744.05万 | 加仓 |
| AGG | ISHARES TR | $4,304.51万 | 2.30% | 433,617 | -8,633 | -2.0% | -$85.70万 | 减仓 |
| HTRB | HARTFORD FDS EXCHANGE TRADED | $4,777.29万 | 2.55% | 1,415,913 | 146,564 | 11.5% | $494.51万 | 加仓 |
| BOND | PIMCO ETF TR | $4,858.84万 | 2.60% | 526,533 | 59,968 | 12.9% | $553.38万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $4,922.13万 | 2.63% | 282,233 | 32,021 | 12.8% | $558.45万 | 加仓 |
| AAPL | APPLE INC | $7,609.81万 | 4.07% | 299,847 | 29,274 | 10.8% | $742.94万 | 加仓 |
| SGOV | ISHARES TR | $8,376.68万 | 4.48% | 832,175 | 177,345 | 27.1% | $1,785.16万 | 加仓 |