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 |
|---|---|---|---|---|---|---|---|---|
| MAR | MARRIOTT INTL INC NEW | $24.05万 | 0.01% | 735 | 735 | — | $24.05万 | 新建仓 |
| CSGP | COSTAR GROUP INC | $24.06万 | 0.01% | 5,965 | 5,965 | — | $24.06万 | 新建仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $24.23万 | 0.01% | 3,613 | 300 | 9.1% | $2.01万 | 加仓 |
| CNP | CENTERPOINT ENERGY INC | $24.28万 | 0.01% | 5,625 | 5,625 | — | $24.28万 | 新建仓 |
| LYG | LLOYDS BANKING GROUP PLC | $24.28万 | 0.01% | 48,275 | -134 | -0.3% | -$674 | 减仓 |
| LSTR | LANDSTAR SYS INC | $24.29万 | 0.01% | 1,515 | 1,515 | — | $24.29万 | 新建仓 |
| MANH | MANHATTAN ASSOCIATES INC | $24.39万 | 0.01% | 1,832 | -2,412 | -56.8% | -$32.11万 | 减仓 |
| RBC | RBC BEARINGS INC | $24.44万 | 0.01% | 450 | 450 | — | $24.44万 | 新建仓 |
| MPLX | MPLX LP | $24.45万 | 0.01% | 4,284 | -945 | -18.1% | -$5.39万 | 减仓 |
| REYN | REYNOLDS CONSUMER PRODS INC | $24.49万 | 0.01% | 11,562 | -5,643 | -32.8% | -$11.95万 | 减仓 |
| AVY | AVERY DENNISON CORP | $24.49万 | 0.01% | 1,418 | -200 | -12.4% | -$3.45万 | 减仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $24.51万 | 0.01% | 1,476 | 1,476 | — | $24.51万 | 新建仓 |
| ENS | ENERSYS | $24.55万 | 0.01% | 1,413 | 1,413 | — | $24.55万 | 新建仓 |
| NJR | NEW JERSEY RES CORP | $24.60万 | 0.01% | 4,480 | -597 | -11.8% | -$3.28万 | 减仓 |
| COHR | COHERENT CORP | $24.61万 | 0.01% | 1,033 | 1,033 | — | $24.61万 | 新建仓 |
| HXL | HEXCEL CORP NEW | $24.62万 | 0.01% | 3,042 | 3,042 | — | $24.62万 | 新建仓 |
| AIO | VIRTUS ARTIFICIAL INTELLIGEN | $24.67万 | 0.01% | 11,521 | 364 | 3.3% | $7,793 | 加仓 |
| EQNR | EQUINOR ASA | $24.83万 | 0.01% | 5,885 | 5,885 | — | $24.83万 | 新建仓 |
| POR | PORTLAND GEN ELEC CO | $24.92万 | 0.01% | 4,723 | 422 | 9.8% | $2.23万 | 加仓 |
| WTRG | ESSENTIAL UTILS INC | $24.94万 | 0.01% | 6,194 | 6,194 | — | $24.94万 | 新建仓 |
| OGE | OGE ENERGY CORP | $25.06万 | 0.01% | 5,225 | -247 | -4.5% | -$1.18万 | 减仓 |
| CHD | CHURCH & DWIGHT CO INC | $25.20万 | 0.01% | 2,700 | 2,700 | — | $25.20万 | 新建仓 |
| RCL | ROYAL CARIBBEAN GROUP | $25.34万 | 0.01% | 921 | 921 | — | $25.34万 | 新建仓 |
| MAA | MID-AMER APT CMNTYS INC | $25.35万 | 0.01% | 2,076 | 303 | 17.1% | $3.70万 | 加仓 |
| AR | ANTERO RESOURCES CORP | $25.35万 | 0.01% | 5,974 | -2,395 | -28.6% | -$10.16万 | 减仓 |
| CAH | CARDINAL HEALTH INC | $25.48万 | 0.01% | 1,206 | 1,206 | — | $25.48万 | 新建仓 |
| UL | UNILEVER PLC | $25.50万 | 0.01% | 4,476 | 4,476 | — | $25.50万 | 新建仓 |
| HUN | HUNTSMAN CORP | $25.51万 | 0.01% | 19,164 | 5,848 | 43.9% | $7.78万 | 加仓 |
| CBRE | CBRE GROUP INC | $25.52万 | 0.01% | 1,884 | 1,884 | — | $25.52万 | 新建仓 |
| XEXGX | EATON VANCE TAX-MANAGED GLOB | $25.54万 | 0.01% | 29,493 | 0 | 0.0% | — | 不变 |
| HR | HEALTHCARE RLTY TR | $25.61万 | 0.01% | 15,073 | 1,477 | 10.9% | $2.51万 | 加仓 |
| UNM | UNUM GROUP | $25.68万 | 0.01% | 3,516 | -247 | -6.6% | -$1.80万 | 减仓 |
| F | FORD MTR CO | $25.70万 | 0.01% | 22,273 | -2,634 | -10.6% | -$3.04万 | 减仓 |
| USA | LIBERTY ALL STAR EQUITY FD | $25.79万 | 0.01% | 46,460 | 20,024 | 75.7% | $11.11万 | 加仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $25.82万 | 0.01% | 655 | 655 | — | $25.82万 | 新建仓 |
| CQP | CHENIERE ENERGY PARTNERS L P | $25.85万 | 0.01% | 4,000 | 0 | 0.0% | — | 不变 |
| AZO | AUTOZONE INC | $26.01万 | 0.01% | 77 | 16 | 26.2% | $5.40万 | 加仓 |
| EXR | EXTRA SPACE STORAGE INC | $26.04万 | 0.01% | 1,986 | 419 | 26.7% | $5.49万 | 加仓 |
| CVLT | COMMVAULT SYS INC | $26.23万 | 0.01% | 3,367 | 3,367 | — | $26.23万 | 新建仓 |
| UI | UBIQUITI INC | $26.40万 | 0.01% | 334 | 334 | — | $26.40万 | 新建仓 |
| SNPS | SYNOPSYS INC | $26.41万 | 0.01% | 666 | 666 | — | $26.41万 | 新建仓 |
| IRM | IRON MTN INC DEL | $26.46万 | 0.01% | 2,591 | 2,591 | — | $26.46万 | 新建仓 |
| ROK | ROCKWELL AUTOMATION INC | $26.49万 | 0.01% | 738 | 738 | — | $26.49万 | 新建仓 |
| — | NEW GERMANY FD INC | $26.50万 | 0.01% | 25,934 | -338 | -1.3% | -$3,454 | 减仓 |
| PWR | QUANTA SVCS INC | $26.52万 | 0.01% | 483 | 483 | — | $26.52万 | 新建仓 |
| FEZ | SPDR INDEX SHS FDS | $26.79万 | 0.01% | 4,315 | 4,315 | — | $26.79万 | 新建仓 |
| LITE | LUMENTUM HLDGS INC | $26.92万 | 0.01% | 383 | 383 | — | $26.92万 | 新建仓 |
| VMI | VALMONT INDS INC | $27.05万 | 0.01% | 677 | 42 | 6.6% | $1.68万 | 加仓 |
| ZTS | ZOETIS INC | $27.06万 | 0.01% | 2,289 | 54 | 2.4% | $6,383 | 加仓 |
| BKH | BLACK HILLS CORP | $27.13万 | 0.01% | 3,909 | -106 | -2.6% | -$7,357 | 减仓 |
| FYX | FIRST TR EXCHANGE-TRADED ALP | $27.21万 | 0.01% | 2,280 | 0 | 0.0% | — | 不变 |
| XMLV | INVESCO EXCH TRADED FD TR II | $27.34万 | 0.01% | 4,342 | 0 | 0.0% | — | 不变 |
| BFAM | BRIGHT HORIZONS FAM SOL IN D | $27.40万 | 0.01% | 3,336 | -1,741 | -34.3% | -$14.30万 | 减仓 |
| CHWY | CHEWY INC | $27.45万 | 0.01% | 10,165 | -1,624 | -13.8% | -$4.38万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $27.46万 | 0.01% | 4,945 | -1,256 | -20.3% | -$6.97万 | 减仓 |
| PENG | PENGUIN SOLUTIONS INC | $27.52万 | 0.01% | 15,637 | 1,425 | 10.0% | $2.51万 | 加仓 |
| IBEX | IBEX LTD | $27.57万 | 0.01% | 10,280 | 555 | 5.7% | $1.49万 | 加仓 |
| — | GLOBAL X FDS | $27.69万 | 0.01% | 10,054 | 10,054 | — | $27.69万 | 新建仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $27.77万 | 0.01% | 1,406 | 511 | 57.1% | $10.09万 | 加仓 |
| BDJ | BLACKROCK ENHANCED EQUITY DI | $27.81万 | 0.01% | 32,257 | -39 | -0.1% | -$336 | 减仓 |
| STGW | STAGWELL INC | $27.84万 | 0.01% | 44,256 | -21,073 | -32.3% | -$13.25万 | 减仓 |
| LFUS | LITTELFUSE INC | $27.86万 | 0.01% | 821 | 821 | — | $27.86万 | 新建仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $27.86万 | 0.01% | 12,863 | 1,811 | 16.4% | $3.92万 | 加仓 |
| D | DOMINION ENERGY INC | $27.91万 | 0.01% | 4,515 | 382 | 9.2% | $2.36万 | 加仓 |
| LNT | ALLIANT ENERGY CORP | $27.94万 | 0.01% | 3,893 | -309 | -7.4% | -$2.22万 | 减仓 |
| DRI | DARDEN RESTAURANTS INC | $28.15万 | 0.02% | 1,436 | 1,436 | — | $28.15万 | 新建仓 |
| EQT | EQT CORP | $28.31万 | 0.02% | 4,449 | 479 | 12.1% | $3.05万 | 加仓 |
| TTE | TOTALENERGIES SE | $28.35万 | 0.02% | 3,116 | -1,665 | -34.8% | -$15.15万 | 减仓 |
| TEAM | ATLASSIAN CORPORATION | $28.36万 | 0.02% | 4,156 | -11,085 | -72.7% | -$75.66万 | 减仓 |
| OVV | OVINTIV INC | $28.60万 | 0.02% | 4,818 | -2,492 | -34.1% | -$14.79万 | 减仓 |
| TS | TENARIS S A | $28.62万 | 0.02% | 4,920 | 4,920 | — | $28.62万 | 新建仓 |
| VOYA | VOYA FINANCIAL INC | $29.08万 | 0.02% | 4,257 | 4,257 | — | $29.08万 | 新建仓 |
| IWN | ISHARES TR | $29.10万 | 0.02% | 1,535 | 1,535 | — | $29.10万 | 新建仓 |
| CEG | CONSTELLATION ENERGY CORP | $29.16万 | 0.02% | 1,044 | 331 | 46.4% | $9.25万 | 加仓 |
| AFB | ALLIANCEBERNSTEIN NATL MUN I | $29.19万 | 0.02% | 27,304 | -87 | -0.3% | -$930 | 减仓 |
| AAXJ | ISHARES TR | $29.20万 | 0.02% | 3,033 | 3,033 | — | $29.20万 | 新建仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $29.25万 | 0.02% | 655 | 655 | — | $29.25万 | 新建仓 |
| J | JACOBS SOLUTIONS INC | $29.26万 | 0.02% | 2,299 | 179 | 8.4% | $2.28万 | 加仓 |
| BBY | BEST BUY INC | $29.38万 | 0.02% | 4,577 | -10,452 | -69.5% | -$67.10万 | 减仓 |
| DAR | DARLING INGREDIENTS INC | $29.44万 | 0.02% | 4,760 | 4,760 | — | $29.44万 | 新建仓 |
| ARE | ALEXANDRIA REAL ESTATE EQ IN | $29.68万 | 0.02% | 6,393 | 6,393 | — | $29.68万 | 新建仓 |
| AWI | ARMSTRONG WORLD INDS INC NEW | $29.70万 | 0.02% | 1,802 | -287 | -13.7% | -$4.73万 | 减仓 |
| HAE | HAEMONETICS CORP MASS | $29.74万 | 0.02% | 5,277 | -1,278 | -19.5% | -$7.20万 | 减仓 |
| SO | SOUTHERN CO | $29.84万 | 0.02% | 3,091 | 3,091 | — | $29.84万 | 新建仓 |
| — | WEBSTER FINL CORP | $29.87万 | 0.02% | 4,303 | 473 | 12.3% | $3.28万 | 加仓 |
| UBS | UBS GROUP AG | $29.93万 | 0.02% | 7,661 | -485 | -6.0% | -$1.89万 | 减仓 |
| LPLA | LPL FINL HLDGS INC | $30.15万 | 0.02% | 1,002 | 169 | 20.3% | $5.09万 | 加仓 |
| VO | VANGUARD INDEX FDS | $30.22万 | 0.02% | 1,052 | 93 | 9.7% | $2.67万 | 加仓 |
| IXUS | ISHARES TR | $30.29万 | 0.02% | 3,496 | -54 | -1.5% | -$4,679 | 减仓 |
| MYN | BLACKROCK MUNIYIELD N Y QUAL | $30.30万 | 0.02% | 31,563 | 31,563 | — | $30.30万 | 新建仓 |
| WCN | WASTE CONNECTIONS INC | $30.44万 | 0.02% | 1,874 | -1,820 | -49.3% | -$29.56万 | 减仓 |
| RHI | ROBERT HALF INC. | $30.46万 | 0.02% | 11,990 | -4,610 | -27.8% | -$11.71万 | 减仓 |
| — | MASIMO CORP | $30.47万 | 0.02% | 1,713 | 1,713 | — | $30.47万 | 新建仓 |
| FMC | FMC CORP | $30.56万 | 0.02% | 17,744 | 17,744 | — | $30.56万 | 新建仓 |
| BUD | ANHEUSER BUSCH INBEV SA NV | $30.67万 | 0.02% | 4,421 | 440 | 11.1% | $3.05万 | 加仓 |
| CACI | CACI INTL INC | $30.73万 | 0.02% | 565 | 35 | 6.6% | $1.90万 | 加仓 |
| PCOR | PROCORE TECHNOLOGIES INC | $30.83万 | 0.02% | 5,408 | 5,408 | — | $30.83万 | 新建仓 |
| PEGA | PEGASYSTEMS INC | $30.86万 | 0.02% | 7,251 | 115 | 1.6% | $4,894 | 加仓 |
| VBIL | VANGUARD INSTL INDEX FD | $30.91万 | 0.02% | 4,086 | 4,086 | — | $30.91万 | 新建仓 |
| DPZ | DOMINOS PIZZA INC | $31.00万 | 0.02% | 864 | 864 | — | $31.00万 | 新建仓 |