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 |
|---|---|---|---|---|---|---|---|---|
| AEG | AEGON LTD | $12.30万 | 0.01% | 16,949 | -5,191 | -23.4% | -$3.77万 | 减仓 |
| NWL | NEWELL BRANDS INC | $12.57万 | 0.01% | 36,648 | 13,314 | 57.1% | $4.57万 | 加仓 |
| — | BRANDYWINEGBL GBL INCM OPP F | $12.93万 | 0.01% | 16,862 | -48 | -0.3% | -$368 | 减仓 |
| — | ABRDN GLOBAL PREMIER PPTYS F | $13.53万 | 0.01% | 12,243 | -24,915 | -67.1% | -$27.53万 | 减仓 |
| DV | DOUBLEVERIFY HLDGS INC | $13.71万 | 0.01% | 14,427 | 2,580 | 21.8% | $2.45万 | 加仓 |
| — | ABRDN GLOBAL DYNAMIC DIVIDEN | $14.48万 | 0.01% | 13,409 | -132 | -1.0% | -$1,426 | 减仓 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $14.89万 | 0.01% | 13,461 | 13,461 | — | $14.89万 | 新建仓 |
| MAT | MATTEL INC | $14.94万 | 0.01% | 10,280 | -2,725 | -21.0% | -$3.96万 | 减仓 |
| KYN | KAYNE ANDERSON ENERGY INFRST | $15.17万 | 0.01% | 10,621 | -655 | -5.8% | -$9,353 | 减仓 |
| NOK | NOKIA CORP | $15.21万 | 0.01% | 18,914 | 3,513 | 22.8% | $2.82万 | 加仓 |
| GHY | PGIM GLOBAL HIGH YIELD FD FO | $15.28万 | 0.01% | 13,112 | -3,290 | -20.1% | -$3.83万 | 减仓 |
| MPT | MEDICAL PROPERTIES TRUST INC | $15.55万 | 0.01% | 33,592 | -6,836 | -16.9% | -$3.17万 | 减仓 |
| — | VOYA GLBL EQTY DIV & PREM OP | $15.71万 | 0.01% | 27,555 | -154 | -0.6% | -$878 | 减仓 |
| FTRE | FORTREA HLDGS INC | $15.80万 | 0.01% | 16,775 | -2,252 | -11.8% | -$2.12万 | 减仓 |
| — | GDL FD | $16.15万 | 0.01% | 19,383 | 0 | 0.0% | — | 不变 |
| LEO | BNY MELLON STRATEGIC MUNS IN | $16.47万 | 0.01% | 26,178 | 11,150 | 74.2% | $7.01万 | 加仓 |
| — | MFS INVT GRADE MUN TR | $16.58万 | 0.01% | 20,755 | 5,255 | 33.9% | $4.20万 | 加仓 |
| DPG | DUFF & PHELPS UTLITY AND INF | $16.76万 | 0.01% | 11,605 | 11,605 | — | $16.76万 | 新建仓 |
| VOD | VODAFONE GROUP PLC | $16.76万 | 0.01% | 11,161 | 489 | 4.6% | $7,345 | 加仓 |
| HAYW | HAYWARD HLDGS INC | $16.79万 | 0.01% | 12,549 | -4,410 | -26.0% | -$5.90万 | 减仓 |
| — | PGIM HIGH YIELD BOND FUND IN | $16.80万 | 0.01% | 12,768 | -22 | -0.2% | -$290 | 减仓 |
| HLN | HALEON PLC | $16.87万 | 0.01% | 16,850 | 1,014 | 6.4% | $1.02万 | 加仓 |
| DSM | BNY MELLON STRATEGIC MUN BD | $17.07万 | 0.01% | 28,411 | 376 | 1.3% | $2,260 | 加仓 |
| LBTYA | LIBERTY GLOBAL LTD | $17.30万 | 0.01% | 14,311 | -4,674 | -24.6% | -$5.65万 | 减仓 |
| DOC | HEALTHPEAK PROPERTIES INC | $17.67万 | 0.01% | 10,757 | 10,757 | — | $17.67万 | 新建仓 |
| OWL | BLUE OWL CAPITAL INC | $17.73万 | 0.01% | 19,419 | 8,534 | 78.4% | $7.79万 | 加仓 |
| HFRO | HIGHLAND OPPS & INCOME FD | $17.82万 | 0.01% | 31,214 | -223 | -0.7% | -$1,273 | 减仓 |
| BTX | BLACKROCK TECH AND PRIVATE E | $17.95万 | 0.01% | 27,195 | 5,677 | 26.4% | $3.75万 | 加仓 |
| JRI | NUVEEN REAL ASSET INCOME & G | $18.67万 | 0.01% | 15,181 | -542 | -3.4% | -$6,667 | 减仓 |
| HQL | ABRDN LIFE SCIENCES INVESTOR | $19.12万 | 0.01% | 11,754 | -100 | -0.8% | -$1,627 | 减仓 |
| — | VOYA GLBL ADV & PREM OPP FD | $19.63万 | 0.01% | 20,535 | -106 | -0.5% | -$1,013 | 减仓 |
| NAC | NUVEEN CA DIVI ADV MUN | $19.74万 | 0.01% | 16,940 | 0 | 0.0% | — | 不变 |
| — | AIR LEASE CORP | $20.07万 | 0.01% | 3,091 | -2,430 | -44.0% | -$15.78万 | 减仓 |
| HPQ | HP INC | $20.11万 | 0.01% | 10,470 | -6,044 | -36.6% | -$11.61万 | 减仓 |
| IVE | ISHARES TR | $20.16万 | 0.01% | 955 | 955 | — | $20.16万 | 新建仓 |
| W | WAYFAIR INC | $20.16万 | 0.01% | 2,681 | -864 | -24.4% | -$6.50万 | 减仓 |
| NWE | NORTHWESTERN ENERGY GROUP IN | $20.21万 | 0.01% | 3,065 | 3,065 | — | $20.21万 | 新建仓 |
| VIRT | VIRTU FINL INC | $20.24万 | 0.01% | 4,601 | 4,601 | — | $20.24万 | 新建仓 |
| GPN | GLOBAL PMTS INC | $20.26万 | 0.01% | 3,011 | 3,011 | — | $20.26万 | 新建仓 |
| NVG | NUVEEN AMT FREE MUN CR INC F | $20.34万 | 0.01% | 16,494 | 0 | 0.0% | — | 不变 |
| DXCM | DEXCOM INC | $20.35万 | 0.01% | 3,240 | -1,032 | -24.2% | -$6.48万 | 减仓 |
| UPWK | UPWORK INC | $20.43万 | 0.01% | 18,638 | 322 | 1.8% | $3,529 | 加仓 |
| — | NUVEEN NEW JERSEY | $20.51万 | 0.01% | 16,672 | -216 | -1.3% | -$2,657 | 减仓 |
| ALV | AUTOLIV INC | $20.58万 | 0.01% | 1,957 | 1,957 | — | $20.58万 | 新建仓 |
| CUBE | CUBESMART | $20.62万 | 0.01% | 5,625 | 5,625 | — | $20.62万 | 新建仓 |
| XYL | XYLEM INC | $20.64万 | 0.01% | 1,727 | -239 | -12.2% | -$2.86万 | 减仓 |
| RACE | FERRARI N V | $20.65万 | 0.01% | 610 | -104 | -14.6% | -$3.52万 | 减仓 |
| YUM | YUM BRANDS INC | $20.65万 | 0.01% | 1,328 | 1,328 | — | $20.65万 | 新建仓 |
| VTRS | VIATRIS INC | $20.70万 | 0.01% | 15,321 | 1,998 | 15.0% | $2.70万 | 加仓 |
| MOS | MOSAIC CO | $20.91万 | 0.01% | 8,198 | 8,198 | — | $20.91万 | 新建仓 |
| VOT | VANGUARD INDEX FDS | $21.05万 | 0.01% | 818 | 10 | 1.2% | $2,573 | 加仓 |
| WPC | WP CAREY INC | $21.14万 | 0.01% | 3,111 | -326 | -9.5% | -$2.22万 | 减仓 |
| DGX | QUEST DIAGNOSTICS INC | $21.15万 | 0.01% | 1,079 | 1,079 | — | $21.15万 | 新建仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $21.22万 | 0.01% | 4,260 | 0 | 0.0% | — | 不变 |
| EXP | EAGLE MATLS INC | $21.24万 | 0.01% | 1,121 | -59 | -5.0% | -$1.12万 | 减仓 |
| NML | NEUBERGER ENGY INFRSTR & INC | $21.25万 | 0.01% | 20,215 | 9,715 | 92.5% | $10.21万 | 加仓 |
| FE | FIRSTENERGY CORP | $21.26万 | 0.01% | 4,196 | 4,196 | — | $21.26万 | 新建仓 |
| RJF | RAYMOND JAMES FINL INC | $21.34万 | 0.01% | 1,474 | -13,013 | -89.8% | -$188.36万 | 减仓 |
| ROKU | ROKU INC | $21.36万 | 0.01% | 2,257 | -3,182 | -58.5% | -$30.11万 | 减仓 |
| MKSI | MKS INC. | $21.40万 | 0.01% | 931 | 931 | — | $21.40万 | 新建仓 |
| NWSA | NEWS CORP NEW | $21.43万 | 0.01% | 8,595 | 8,595 | — | $21.43万 | 新建仓 |
| ATI | ATI INC | $21.54万 | 0.01% | 1,481 | 1,481 | — | $21.54万 | 新建仓 |
| MUSA | MURPHY USA INC | $21.54万 | 0.01% | 436 | -336 | -43.5% | -$16.60万 | 减仓 |
| SIGI | SELECTIVE INS GROUP INC | $21.62万 | 0.01% | 2,868 | -804 | -21.9% | -$6.06万 | 减仓 |
| IEV | ISHARES TR | $21.69万 | 0.01% | 3,193 | -50 | -1.5% | -$3,397 | 减仓 |
| DASH | DOORDASH INC | $21.95万 | 0.01% | 1,462 | -372 | -20.3% | -$5.59万 | 减仓 |
| ZS | ZSCALER INC | $22.03万 | 0.01% | 1,570 | -707 | -31.0% | -$9.92万 | 减仓 |
| P | EVERPURE INC | $22.03万 | 0.01% | 3,731 | -638 | -14.6% | -$3.77万 | 减仓 |
| TROW | PRICE T ROWE GROUP INC | $22.05万 | 0.01% | 2,446 | -670 | -21.5% | -$6.04万 | 减仓 |
| AMCR | AMCOR PLC | $22.09万 | 0.01% | 5,557 | 5,557 | — | $22.09万 | 新建仓 |
| KVUE | KENVUE INC | $22.09万 | 0.01% | 12,813 | 12,813 | — | $22.09万 | 新建仓 |
| VLTO | VERALTO CORP | $22.26万 | 0.01% | 2,517 | -3,546 | -58.5% | -$31.35万 | 减仓 |
| PBF | PBF ENERGY INC | $22.30万 | 0.01% | 4,683 | 4,683 | — | $22.30万 | 新建仓 |
| IVW | ISHARES TR | $22.36万 | 0.01% | 1,977 | 16 | 0.8% | $1,810 | 加仓 |
| BP | BP PLC | $22.44万 | 0.01% | 4,775 | 4,775 | — | $22.44万 | 新建仓 |
| XPCQX | PIMCO CALIF MUN INCOME FD | $22.51万 | 0.01% | 26,239 | -909 | -3.3% | -$7,799 | 减仓 |
| LINE | LINEAGE INC | $22.54万 | 0.01% | 6,881 | 6,881 | — | $22.54万 | 新建仓 |
| RY | ROYAL BK CDA | $22.57万 | 0.01% | 1,395 | 193 | 16.1% | $3.12万 | 加仓 |
| CNH | CNH INDL N V | $22.59万 | 0.01% | 20,532 | 1,554 | 8.2% | $1.71万 | 加仓 |
| TXNM | TXNM ENERGY INC | $22.61万 | 0.01% | 3,868 | -61 | -1.6% | -$3,566 | 减仓 |
| LII | LENNOX INTL INC | $22.70万 | 0.01% | 489 | 74 | 17.8% | $3.43万 | 加仓 |
| SPTL | SPDR SERIES TRUST | $22.88万 | 0.01% | 8,701 | 8,701 | — | $22.88万 | 新建仓 |
| DB | DEUTSCHE BK AG | $22.99万 | 0.01% | 7,721 | 1,795 | 30.3% | $5.35万 | 加仓 |
| FTV | FORTIVE CORP | $23.12万 | 0.01% | 4,182 | -973 | -18.9% | -$5.38万 | 减仓 |
| PSA | PUBLIC STORAGE OPER CO | $23.12万 | 0.01% | 854 | 854 | — | $23.12万 | 新建仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $23.19万 | 0.01% | 5,291 | -1,203 | -18.5% | -$5.27万 | 减仓 |
| KGC | KINROSS GOLD CORP | $23.43万 | 0.01% | 7,676 | 7,676 | — | $23.43万 | 新建仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $23.46万 | 0.01% | 575 | 575 | — | $23.46万 | 新建仓 |
| IPGP | IPG PHOTONICS CORP | $23.53万 | 0.01% | 2,053 | 2,053 | — | $23.53万 | 新建仓 |
| PK | PARK HOTELS & RESORTS INC | $23.54万 | 0.01% | 22,356 | -146 | -0.6% | -$1,537 | 减仓 |
| TYL | TYLER TECHNOLOGIES INC | $23.62万 | 0.01% | 690 | 690 | — | $23.62万 | 新建仓 |
| CBSH | COMMERCE BANCSHARES INC | $23.64万 | 0.01% | 4,805 | -697 | -12.7% | -$3.43万 | 减仓 |
| — | AVALONBAY CMNTYS INC | $23.66万 | 0.01% | 1,448 | 1,448 | — | $23.66万 | 新建仓 |
| CFR | CULLEN FROST BANKERS INC | $23.66万 | 0.01% | 1,726 | 98 | 6.0% | $1.34万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $23.68万 | 0.01% | 3,865 | 3,865 | — | $23.68万 | 新建仓 |
| OEF | ISHARES TR | $23.77万 | 0.01% | 747 | 747 | — | $23.77万 | 新建仓 |
| — | EATON VANCE CALIF MUN INCOM | $23.78万 | 0.01% | 23,627 | -247 | -1.0% | -$2,486 | 减仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $23.79万 | 0.01% | 4,881 | 4,881 | — | $23.79万 | 新建仓 |
| XYZ | BLOCK INC | $23.80万 | 0.01% | 3,954 | 3,954 | — | $23.80万 | 新建仓 |
| WAT | WATERS CORP | $23.82万 | 0.01% | 800 | 800 | — | $23.82万 | 新建仓 |