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 |
|---|---|---|---|---|---|---|---|---|
| EWBC | EAST WEST BANCORP INC | $0 | 0.00% | 0 | -4,041 | -100.0% | -$43.14万 | 清仓 |
| — | NUVEEN PA INVT QUALITY MUN F | $0 | 0.00% | 0 | -36,089 | -100.0% | -$43.05万 | 清仓 |
| XLF | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -8,717 | -100.0% | -$43.03万 | 清仓 |
| ALC | ALCON AG | $0 | 0.00% | 0 | -5,668 | -100.0% | -$42.71万 | 清仓 |
| AGX | ARGAN INC | $0 | 0.00% | 0 | -784 | -100.0% | -$42.70万 | 清仓 |
| EMXC | ISHARES INC | $0 | 0.00% | 0 | -5,400 | -100.0% | -$42.48万 | 清仓 |
| IWP | ISHARES TR | $0 | 0.00% | 0 | -3,304 | -100.0% | -$42.33万 | 清仓 |
| L | LOEWS CORP | $0 | 0.00% | 0 | -3,917 | -100.0% | -$41.81万 | 清仓 |
| PTCT | PTC THERAPEUTICS INC | $0 | 0.00% | 0 | -6,122 | -100.0% | -$41.71万 | 清仓 |
| PEY | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -19,169 | -100.0% | -$41.06万 | 清仓 |
| RSG | REPUBLIC SVCS INC | $0 | 0.00% | 0 | -1,856 | -100.0% | -$40.65万 | 清仓 |
| PKG | PACKAGING CORP AMER | $0 | 0.00% | 0 | -1,910 | -100.0% | -$40.53万 | 清仓 |
| IEX | IDEX CORP | $0 | 0.00% | 0 | -2,125 | -100.0% | -$40.28万 | 清仓 |
| DECK | DECKERS OUTDOOR CORP | $0 | 0.00% | 0 | -4,002 | -100.0% | -$40.06万 | 清仓 |
| VFH | VANGUARD WORLD FD | $0 | 0.00% | 0 | -3,265 | -100.0% | -$39.44万 | 清仓 |
| TRU | TRANSUNION | $0 | 0.00% | 0 | -5,689 | -100.0% | -$39.36万 | 清仓 |
| ARES | ARES MANAGEMENT CORPORATION | $0 | 0.00% | 0 | -3,586 | -100.0% | -$39.12万 | 清仓 |
| CPER | UNITED STS COMMODITY INDEX F | $0 | 0.00% | 0 | -11,274 | -100.0% | -$38.82万 | 清仓 |
| BLDR | BUILDERS FIRSTSOURCE INC | $0 | 0.00% | 0 | -4,661 | -100.0% | -$38.37万 | 清仓 |
| USMV | ISHARES TR | $0 | 0.00% | 0 | -4,122 | -100.0% | -$38.23万 | 清仓 |
| SIRI | SIRIUSXM HOLDINGS INC | $0 | 0.00% | 0 | -16,366 | -100.0% | -$37.77万 | 清仓 |
| PXF | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -5,320 | -100.0% | -$37.19万 | 清仓 |
| GTO | INVESCO ACTIVELY MANAGED EXC | $0 | 0.00% | 0 | -7,896 | -100.0% | -$36.98万 | 清仓 |
| XNEAX | NUVEEN AMT FREE QLTY MUN INC | $0 | 0.00% | 0 | -32,600 | -100.0% | -$36.61万 | 清仓 |
| RGA | REINSURANCE GROUP AMER INC | $0 | 0.00% | 0 | -1,790 | -100.0% | -$36.54万 | 清仓 |
| SRE | SEMPRA | $0 | 0.00% | 0 | -3,757 | -100.0% | -$36.51万 | 清仓 |
| IWS | ISHARES TR | $0 | 0.00% | 0 | -2,503 | -100.0% | -$36.49万 | 清仓 |
| NDAQ | NASDAQ INC | $0 | 0.00% | 0 | -4,273 | -100.0% | -$36.27万 | 清仓 |
| G | GENPACT LIMITED | $0 | 0.00% | 0 | -9,570 | -100.0% | -$35.65万 | 清仓 |
| NVT | NVENT ELEC PLC | $0 | 0.00% | 0 | -2,967 | -100.0% | -$35.09万 | 清仓 |
| PCAR | PACCAR INC | $0 | 0.00% | 0 | -3,027 | -100.0% | -$34.96万 | 清仓 |
| MTB | M & T BK CORP | $0 | 0.00% | 0 | -1,675 | -100.0% | -$34.63万 | 清仓 |
| VDC | VANGUARD WORLD FD | $0 | 0.00% | 0 | -1,539 | -100.0% | -$34.57万 | 清仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $0 | 0.00% | 0 | -6,536 | -100.0% | -$34.48万 | 清仓 |
| ANF | ABERCROMBIE & FITCH CO | $0 | 0.00% | 0 | -3,748 | -100.0% | -$34.25万 | 清仓 |
| VB | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -1,304 | -100.0% | -$34.15万 | 清仓 |
| ROP | ROPER TECHNOLOGIES INC | $0 | 0.00% | 0 | -964 | -100.0% | -$34.11万 | 清仓 |
| XLY | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -3,126 | -100.0% | -$34.06万 | 清仓 |
| DFAI | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -8,684 | -100.0% | -$33.83万 | 清仓 |
| BC | BRUNSWICK CORP | $0 | 0.00% | 0 | -4,634 | -100.0% | -$33.72万 | 清仓 |
| EFAV | ISHARES TR | $0 | 0.00% | 0 | -3,635 | -100.0% | -$33.21万 | 清仓 |
| AXTA | AXALTA COATING SYS LTD | $0 | 0.00% | 0 | -11,984 | -100.0% | -$33.20万 | 清仓 |
| CGNX | COGNEX CORP | $0 | 0.00% | 0 | -6,764 | -100.0% | -$33.14万 | 清仓 |
| JKHY | HENRY JACK & ASSOC INC | $0 | 0.00% | 0 | -2,073 | -100.0% | -$32.77万 | 清仓 |
| — | MFS HIGH YIELD MUN TR | $0 | 0.00% | 0 | -91,331 | -100.0% | -$32.70万 | 清仓 |
| PEN | PENUMBRA INC | $0 | 0.00% | 0 | -995 | -100.0% | -$32.67万 | 清仓 |
| PAA | PLAINS ALL AMERN PIPELINE L | $0 | 0.00% | 0 | -14,595 | -100.0% | -$32.59万 | 清仓 |
| Q | QNITY ELECTRONICS INC | $0 | 0.00% | 0 | -2,808 | -100.0% | -$32.40万 | 清仓 |
| NDSN | NORDSON CORP | $0 | 0.00% | 0 | -1,204 | -100.0% | -$32.03万 | 清仓 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $0 | 0.00% | 0 | -5,558 | -100.0% | -$32.00万 | 清仓 |
| ROL | ROLLINS INC | $0 | 0.00% | 0 | -5,987 | -100.0% | -$31.98万 | 清仓 |
| MGA | MAGNA INTL INC | $0 | 0.00% | 0 | -5,705 | -100.0% | -$31.84万 | 清仓 |
| JTEK | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -3,973 | -100.0% | -$31.60万 | 清仓 |
| STLD | STEEL DYNAMICS INC | $0 | 0.00% | 0 | -1,754 | -100.0% | -$31.58万 | 清仓 |
| PPG | PPG INDS INC | $0 | 0.00% | 0 | -2,929 | -100.0% | -$31.31万 | 清仓 |
| VBIL | VANGUARD INSTL INDEX FD | $0 | 0.00% | 0 | -4,086 | -100.0% | -$30.91万 | 清仓 |
| PEGA | PEGASYSTEMS INC | $0 | 0.00% | 0 | -7,251 | -100.0% | -$30.86万 | 清仓 |
| PCOR | PROCORE TECHNOLOGIES INC | $0 | 0.00% | 0 | -5,408 | -100.0% | -$30.83万 | 清仓 |
| CACI | CACI INTL INC | $0 | 0.00% | 0 | -565 | -100.0% | -$30.73万 | 清仓 |
| FMC | FMC CORP | $0 | 0.00% | 0 | -17,744 | -100.0% | -$30.56万 | 清仓 |
| — | MASIMO CORP | $0 | 0.00% | 0 | -1,713 | -100.0% | -$30.47万 | 清仓 |
| IXUS | ISHARES TR | $0 | 0.00% | 0 | -3,496 | -100.0% | -$30.29万 | 清仓 |
| VO | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -4,208 | -100.0% | -$30.22万 | 清仓 |
| — | WEBSTER FINL CORP | $0 | 0.00% | 0 | -4,303 | -100.0% | -$29.87万 | 清仓 |
| AWI | ARMSTRONG WORLD INDS INC NEW | $0 | 0.00% | 0 | -1,802 | -100.0% | -$29.70万 | 清仓 |
| J | JACOBS SOLUTIONS INC | $0 | 0.00% | 0 | -2,299 | -100.0% | -$29.26万 | 清仓 |
| AAXJ | ISHARES TR | $0 | 0.00% | 0 | -3,033 | -100.0% | -$29.20万 | 清仓 |
| CEG | CONSTELLATION ENERGY CORP | $0 | 0.00% | 0 | -1,044 | -100.0% | -$29.16万 | 清仓 |
| IWN | ISHARES TR | $0 | 0.00% | 0 | -1,535 | -100.0% | -$29.10万 | 清仓 |
| VOYA | VOYA FINANCIAL INC | $0 | 0.00% | 0 | -4,257 | -100.0% | -$29.08万 | 清仓 |
| OVV | OVINTIV INC | $0 | 0.00% | 0 | -4,818 | -100.0% | -$28.60万 | 清仓 |
| TTE | TOTALENERGIES SE | $0 | 0.00% | 0 | -3,116 | -100.0% | -$28.35万 | 清仓 |
| EQT | EQT CORP | $0 | 0.00% | 0 | -4,449 | -100.0% | -$28.31万 | 清仓 |
| DRI | DARDEN RESTAURANTS INC | $0 | 0.00% | 0 | -1,436 | -100.0% | -$28.15万 | 清仓 |
| LNT | ALLIANT ENERGY CORP | $0 | 0.00% | 0 | -3,893 | -100.0% | -$27.94万 | 清仓 |
| — | GLOBAL X FDS | $0 | 0.00% | 0 | -10,054 | -100.0% | -$27.69万 | 清仓 |
| XMLV | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -4,342 | -100.0% | -$27.34万 | 清仓 |
| FYX | FIRST TR EXCHANGE-TRADED ALP | $0 | 0.00% | 0 | -2,280 | -100.0% | -$27.21万 | 清仓 |
| ZTS | ZOETIS INC | $0 | 0.00% | 0 | -2,289 | -100.0% | -$27.06万 | 清仓 |
| VMI | VALMONT INDS INC | $0 | 0.00% | 0 | -677 | -100.0% | -$27.05万 | 清仓 |
| FEZ | SPDR INDEX SHS FDS | $0 | 0.00% | 0 | -4,315 | -100.0% | -$26.79万 | 清仓 |
| ROK | ROCKWELL AUTOMATION INC | $0 | 0.00% | 0 | -738 | -100.0% | -$26.49万 | 清仓 |
| IRM | IRON MTN INC DEL | $0 | 0.00% | 0 | -2,591 | -100.0% | -$26.46万 | 清仓 |
| UI | UBIQUITI INC | $0 | 0.00% | 0 | -334 | -100.0% | -$26.40万 | 清仓 |
| AZO | AUTOZONE INC | $0 | 0.00% | 0 | -77 | -100.0% | -$26.01万 | 清仓 |
| CQP | CHENIERE ENERGY PARTNERS L P | $0 | 0.00% | 0 | -4,000 | -100.0% | -$25.85万 | 清仓 |
| XEXGX | EATON VANCE TAX-MANAGED GLOB | $0 | 0.00% | 0 | -29,493 | -100.0% | -$25.54万 | 清仓 |
| CBRE | CBRE GROUP INC | $0 | 0.00% | 0 | -1,884 | -100.0% | -$25.52万 | 清仓 |
| CAH | CARDINAL HEALTH INC | $0 | 0.00% | 0 | -1,206 | -100.0% | -$25.48万 | 清仓 |
| RCL | ROYAL CARIBBEAN GROUP | $0 | 0.00% | 0 | -921 | -100.0% | -$25.34万 | 清仓 |
| CHD | CHURCH & DWIGHT CO INC | $0 | 0.00% | 0 | -2,700 | -100.0% | -$25.20万 | 清仓 |
| WTRG | ESSENTIAL UTILS INC | $0 | 0.00% | 0 | -6,194 | -100.0% | -$24.94万 | 清仓 |
| EQNR | EQUINOR ASA | $0 | 0.00% | 0 | -5,885 | -100.0% | -$24.83万 | 清仓 |
| HXL | HEXCEL CORP NEW | $0 | 0.00% | 0 | -3,042 | -100.0% | -$24.62万 | 清仓 |
| COHR | COHERENT CORP | $0 | 0.00% | 0 | -1,033 | -100.0% | -$24.61万 | 清仓 |
| NJR | NEW JERSEY RES CORP | $0 | 0.00% | 0 | -4,480 | -100.0% | -$24.60万 | 清仓 |
| ENS | ENERSYS | $0 | 0.00% | 0 | -1,413 | -100.0% | -$24.55万 | 清仓 |
| REYN | REYNOLDS CONSUMER PRODS INC | $0 | 0.00% | 0 | -11,562 | -100.0% | -$24.49万 | 清仓 |
| MPLX | MPLX LP | $0 | 0.00% | 0 | -4,284 | -100.0% | -$24.45万 | 清仓 |
| RBC | RBC BEARINGS INC | $0 | 0.00% | 0 | -450 | -100.0% | -$24.44万 | 清仓 |