EVOLVE PRIVATE WEALTH, LLC
LOS ANGELES CA · SEC CIK 0002111131
$16.36亿2026Q2 申报市值
1,003持仓数
24.5%前十大占比 · 第一大 3.1%
246 / 263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
DG 加仓+$335.26万
HTRB 加仓+$313.03万
RNR 新建仓+$278.58万
AIG 新建仓+$264.45万
VCRB 加仓+$255.68万
2026Q2 卖出最多 按季末市值估算
SGOV 减仓-$7,798.85万
AAPL 减仓-$4,062.93万
EXXON MOBIL CORP 清仓-$1,238.24万
IVV 减仓-$1,017.96万
AMZN 减仓-$1,003.65万
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 |
|---|---|---|---|---|---|---|---|---|
| — | GABELLI GLOBAL SMALL & MID C | $107.52万 | 0.07% | 66,046 | -3,474 | -5.0% | -$5.66万 | 减仓 |
| GIS | GENERAL MILLS INC | $107.89万 | 0.07% | 31,003 | 15,475 | 99.7% | $53.85万 | 加仓 |
| BHE | BENCHMARK ELECTRS INC | $108.76万 | 0.07% | 11,004 | 280 | 2.6% | $2.77万 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $109.30万 | 0.07% | 19,259 | 19,259 | — | $109.30万 | 新建仓 |
| THQ | ABRDN HEALTHCARE OPPORTUNITI | $109.36万 | 0.07% | 58,387 | -13,572 | -18.9% | -$25.42万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $109.90万 | 0.07% | 8,833 | 6,408 | 264.2% | $79.73万 | 加仓 |
| XPO | XPO INC | $109.97万 | 0.07% | 5,357 | 5,357 | — | $109.97万 | 新建仓 |
| PLXS | PLEXUS CORP | $110.23万 | 0.07% | 3,666 | 59 | 1.6% | $1.77万 | 加仓 |
| EQIX | EQUINIX INC | $110.90万 | 0.07% | 1,064 | 115 | 12.1% | $11.99万 | 加仓 |
| ALKS | ALKERMES PLC | $111.27万 | 0.07% | 21,237 | 836 | 4.1% | $4.38万 | 加仓 |
| NEM | NEWMONT CORP | $111.59万 | 0.07% | 11,948 | -5,713 | -32.3% | -$53.36万 | 减仓 |
| AON | AON PLC | $112.41万 | 0.07% | 3,389 | -195 | -5.4% | -$6.47万 | 减仓 |
| SNY | SANOFI SA | $112.41万 | 0.07% | 26,351 | -582 | -2.2% | -$2.48万 | 减仓 |
| YUM | YUM BRANDS INC | $112.64万 | 0.07% | 7,046 | 5,718 | 430.6% | $91.41万 | 加仓 |
| NOV | NOV INC | $112.96万 | 0.07% | 60,894 | -1,502 | -2.4% | -$2.79万 | 减仓 |
| BLK | BLACKROCK INC | $113.74万 | 0.07% | 1,183 | -731 | -38.2% | -$70.28万 | 减仓 |
| OZK | BANK OZK LITTLE ROCK ARK | $114.11万 | 0.07% | 21,906 | 2,369 | 12.1% | $12.34万 | 加仓 |
| WFC | WELLS FARGO & CO | $114.18万 | 0.07% | 13,817 | -7,291 | -34.5% | -$60.25万 | 减仓 |
| SPGI | S&P GLOBAL INC | $114.46万 | 0.07% | 2,811 | -372 | -11.7% | -$15.15万 | 减仓 |
| DINO | HF SINCLAIR CORP | $115.15万 | 0.07% | 16,533 | -2,555 | -13.4% | -$17.80万 | 减仓 |
| TTMI | TTM TECHNOLOGIES INC | $115.78万 | 0.07% | 6,191 | -10,286 | -62.4% | -$192.37万 | 减仓 |
| SDHY | PGIM SHORT DUR HIG YLD OPP F | $116.21万 | 0.07% | 70,900 | -6,338 | -8.2% | -$10.39万 | 减仓 |
| THC | TENET HEALTHCARE CORP | $116.23万 | 0.07% | 6,213 | -1,217 | -16.4% | -$22.77万 | 减仓 |
| MOH | MOLINA HEALTHCARE INC | $116.59万 | 0.07% | 5,098 | 2,623 | 106.0% | $59.99万 | 加仓 |
| HQH | ABRDN HEALTHCARE INVESTORS | $117.51万 | 0.07% | 53,461 | -3,781 | -6.6% | -$8.31万 | 减仓 |
| XBOEX | BLACKROCK ENHANCED GLOBAL | $117.99万 | 0.07% | 97,592 | -4,674 | -4.6% | -$5.65万 | 减仓 |
| DKNG | DRAFTKINGS INC NEW | $118.13万 | 0.07% | 46,766 | 30,410 | 185.9% | $76.82万 | 加仓 |
| APH | AMPHENOL CORP | $118.48万 | 0.07% | 6,710 | -1,851 | -21.6% | -$32.68万 | 减仓 |
| TEAM | ATLASSIAN CORPORATION | $118.87万 | 0.07% | 15,281 | 11,125 | 267.7% | $86.54万 | 加仓 |
| MUB | ISHARES TR | $120.64万 | 0.07% | 11,210 | -1,088 | -8.8% | -$11.71万 | 减仓 |
| PENG | PENGUIN SOLUTIONS INC | $121.09万 | 0.07% | 15,931 | 294 | 1.9% | $2.23万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $121.49万 | 0.07% | 1,769 | -6,764 | -79.3% | -$464.52万 | 减仓 |
| NPFD | NUVEEN VRIABL RAT PFD & INM | $121.61万 | 0.07% | 64,082 | -4,706 | -6.8% | -$8.93万 | 减仓 |
| HMOP | HARTFORD FDS EXCHANGE TRADED | $122.05万 | 0.07% | 31,084 | -720 | -2.3% | -$2.83万 | 减仓 |
| AIT | APPLIED INDL TECHNOLOGIES IN | $122.27万 | 0.07% | 3,616 | 358 | 11.0% | $12.11万 | 加仓 |
| CVSA | COVISTA INC | $122.62万 | 0.07% | 9,836 | 619 | 6.7% | $7.72万 | 加仓 |
| MTZ | MASTEC INC | $123.24万 | 0.08% | 2,962 | -654 | -18.1% | -$27.21万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $124.95万 | 0.08% | 1,294 | -2,565 | -66.5% | -$247.68万 | 减仓 |
| GVA | GRANITE CONSTR INC | $125.98万 | 0.08% | 7,963 | -30 | -0.4% | -$4,746 | 减仓 |
| IDCC | INTERDIGITAL INC | $126.11万 | 0.08% | 4,454 | 210 | 4.9% | $5.95万 | 加仓 |
| GTX | GARRETT MOTION INC | $126.56万 | 0.08% | 34,933 | 321 | 0.9% | $1.16万 | 加仓 |
| NFLX | NETFLIX INC. | $127.58万 | 0.08% | 17,868 | -14,944 | -45.5% | -$106.70万 | 减仓 |
| RL | RALPH LAUREN CORP | $127.77万 | 0.08% | 3,175 | -501 | -13.6% | -$20.16万 | 减仓 |
| MEGI | NYLI CBRE GBL INFR MEGTRNDS | $128.37万 | 0.08% | 84,455 | -5,956 | -6.6% | -$9.05万 | 减仓 |
| MATX | MATSON INC | $130.32万 | 0.08% | 6,779 | 103 | 1.5% | $1.98万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $132.59万 | 0.08% | 3,073 | -3,078 | -50.0% | -$132.81万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $133.51万 | 0.08% | 9,115 | 1,205 | 15.2% | $17.65万 | 加仓 |
| TGT | TARGET CORP | $133.80万 | 0.08% | 10,244 | -4,767 | -31.8% | -$62.26万 | 减仓 |
| NTRA | NATERA INC | $133.80万 | 0.08% | 4,929 | -423 | -7.9% | -$11.48万 | 减仓 |
| MMM | 3M CO | $134.60万 | 0.08% | 8,313 | -2,656 | -24.2% | -$43.00万 | 减仓 |
| PSX | PHILLIPS 66 | $135.13万 | 0.08% | 7,993 | -1,347 | -14.4% | -$22.77万 | 减仓 |
| SLF | SUN LIFE FINANCIAL INC. | $135.45万 | 0.08% | 17,270 | 1,171 | 7.3% | $9.18万 | 加仓 |
| ES | EVERSOURCE ENERGY | $137.90万 | 0.08% | 19,074 | 11,451 | 150.2% | $82.79万 | 加仓 |
| VRSN | VERISIGN INC | $138.29万 | 0.08% | 5,497 | 1,207 | 28.1% | $30.36万 | 加仓 |
| FUND | SPROTT FOCUS TR INC | $138.43万 | 0.08% | 146,028 | -4,616 | -3.1% | -$4.38万 | 减仓 |
| MEDP | MEDPACE HLDGS INC | $138.65万 | 0.08% | 2,618 | -37 | -1.4% | -$1.96万 | 减仓 |
| AX | AXOS FINANCIAL INC | $140.05万 | 0.09% | 14,380 | 710 | 5.2% | $6.91万 | 加仓 |
| IESC | IES HOLDINGS INC | $140.25万 | 0.09% | 1,909 | -603 | -24.0% | -$44.30万 | 减仓 |
| VV | VANGUARD INDEX FDS | $141.63万 | 0.09% | 4,118 | -676 | -14.1% | -$23.25万 | 减仓 |
| BA | BOEING CO | $142.80万 | 0.09% | 6,597 | 903 | 15.9% | $19.55万 | 加仓 |
| BMEZ | BLACKROCK HEALTH SCIENCES TE | $143.82万 | 0.09% | 93,692 | 11,387 | 13.8% | $17.48万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $145.60万 | 0.09% | 2,853 | -2,140 | -42.9% | -$109.21万 | 减仓 |
| BTI | BRITISH AMERN TOB PLC | $145.68万 | 0.09% | 23,588 | 705 | 3.1% | $4.35万 | 加仓 |
| CIEN | CIENA CORP | $145.84万 | 0.09% | 2,973 | -1,470 | -33.1% | -$72.11万 | 减仓 |
| BELFB | BEL FUSE INC | $147.14万 | 0.09% | 4,418 | 323 | 7.9% | $10.76万 | 加仓 |
| ECAT | BLACKROCK ESG CAP ALLC TERM | $147.20万 | 0.09% | 93,640 | -9,594 | -9.3% | -$15.08万 | 减仓 |
| RYAAY | RYANAIR HOLDINGS PLC | $148.45万 | 0.09% | 22,927 | 868 | 3.9% | $5.62万 | 加仓 |
| SNOW | SNOWFLAKE INC | $148.81万 | 0.09% | 5,847 | -439 | -7.0% | -$11.17万 | 减仓 |
| AMG | AFFILIATED MANAGERS GROUP | $149.47万 | 0.09% | 4,417 | 754 | 20.6% | $25.52万 | 加仓 |
| SUSA | ISHARES TR | $150.60万 | 0.09% | 9,760 | -160 | -1.6% | -$2.47万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $150.94万 | 0.09% | 24,000 | 2,265 | 10.4% | $14.24万 | 加仓 |
| TWN | TAIWAN FD INC | $153.31万 | 0.09% | 15,942 | -1,077 | -6.3% | -$10.36万 | 减仓 |
| ING | ING GROEP N.V. | $153.76万 | 0.09% | 48,999 | -432 | -0.9% | -$1.36万 | 减仓 |
| ACLS | AXCELIS TECHNOLOGIES INC | $156.79万 | 0.10% | 8,276 | 570 | 7.4% | $10.80万 | 加仓 |
| ORCL | ORACLE CORP | $159.56万 | 0.10% | 10,888 | -15,981 | -59.5% | -$234.20万 | 减仓 |
| ESML | ISHARES TR | $160.13万 | 0.10% | 28,631 | -335 | -1.2% | -$1.87万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $160.35万 | 0.10% | 14,917 | -6,309 | -29.7% | -$67.82万 | 减仓 |
| TYG | TORTOISE ENERGY INFRSTRCTR C | $160.80万 | 0.10% | 37,508 | -8,169 | -17.9% | -$35.02万 | 减仓 |
| AMAT | APPLIED MATLS INC | $160.84万 | 0.10% | 2,225 | -650 | -22.6% | -$46.99万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $161.47万 | 0.10% | 13,840 | -10,879 | -44.0% | -$126.92万 | 减仓 |
| HD | HOME DEPOT INC | $162.35万 | 0.10% | 4,603 | -1,799 | -28.1% | -$63.45万 | 减仓 |
| IMO | IMPERIAL OIL LTD | $163.58万 | 0.10% | 14,522 | 839 | 6.1% | $9.45万 | 加仓 |
| CMI | CUMMINS INC | $163.96万 | 0.10% | 2,299 | 119 | 5.5% | $8.49万 | 加仓 |
| STRL | STERLING INFRASTRUCTURE INC | $164.35万 | 0.10% | 1,958 | -1,661 | -45.9% | -$139.42万 | 减仓 |
| RMT | ROYCE MICRO-CAP TR INC | $164.66万 | 0.10% | 112,472 | -4,197 | -3.6% | -$6.14万 | 减仓 |
| SHEL | SHELL PLC | $165.16万 | 0.10% | 21,298 | -4,229 | -16.6% | -$32.79万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $166.73万 | 0.10% | 1,648 | -1,645 | -50.0% | -$166.42万 | 减仓 |
| — | GABELLI HEALTHCARE & WELLNES | $166.91万 | 0.10% | 176,625 | -1,957 | -1.1% | -$1.85万 | 减仓 |
| TJX | TJX COS INC NEW | $167.02万 | 0.10% | 11,024 | -2,766 | -20.1% | -$41.91万 | 减仓 |
| SU | SUNCOR ENERGY INC NEW | $167.67万 | 0.10% | 31,233 | 1,424 | 4.8% | $7.64万 | 加仓 |
| XAODX | ABRDN TOTAL DYNAMIC DIVIDEND | $169.89万 | 0.10% | 164,780 | -39,038 | -19.2% | -$40.25万 | 减仓 |
| ADEA | ADEIA INC | $170.04万 | 0.10% | 51,636 | 1,778 | 3.6% | $5.85万 | 加仓 |
| TPR | TAPESTRY INC | $170.44万 | 0.10% | 11,644 | -4,224 | -26.6% | -$61.83万 | 减仓 |
| BSTZ | BLACKROCK SCIENCE & TECHNOLO | $170.67万 | 0.10% | 56,833 | -1,426 | -2.4% | -$4.28万 | 减仓 |
| ERIC | TELEFONAKTIEBOLAGET LM ERICS | $170.72万 | 0.10% | 153,115 | 2,007 | 1.3% | $2.24万 | 加仓 |
| TBLD | THORNBURG INCM BUILDER OPP T | $172.05万 | 0.11% | 77,958 | -5,892 | -7.0% | -$13.00万 | 减仓 |
| ABBV | ABBVIE INC | $173.36万 | 0.11% | 6,889 | -7,330 | -51.6% | -$184.45万 | 减仓 |
| NBXG | NEUBERGER NEXT GENERATION | $174.34万 | 0.11% | 105,405 | -6,502 | -5.8% | -$10.75万 | 减仓 |
| TIGO | MILLICOM INTL CELLULAR S A | $176.20万 | 0.11% | 19,414 | -193 | -1.0% | -$1.75万 | 减仓 |
| CVX | CHEVRON CORPORATION | $176.35万 | 0.11% | 10,639 | -15,114 | -58.7% | -$250.53万 | 减仓 |