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 |
|---|---|---|---|---|---|---|---|---|
| LSTR | LANDSTAR SYS INC | $0 | 0.00% | 0 | -1,515 | -100.0% | -$24.29万 | 清仓 |
| CNP | CENTERPOINT ENERGY INC | $0 | 0.00% | 0 | -5,625 | -100.0% | -$24.28万 | 清仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $0 | 0.00% | 0 | -3,613 | -100.0% | -$24.23万 | 清仓 |
| XYZ | BLOCK INC | $0 | 0.00% | 0 | -3,954 | -100.0% | -$23.80万 | 清仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $0 | 0.00% | 0 | -4,881 | -100.0% | -$23.79万 | 清仓 |
| OEF | ISHARES TR | $0 | 0.00% | 0 | -747 | -100.0% | -$23.77万 | 清仓 |
| XLE | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -3,865 | -100.0% | -$23.68万 | 清仓 |
| CFR | CULLEN FROST BANKERS INC | $0 | 0.00% | 0 | -1,726 | -100.0% | -$23.66万 | 清仓 |
| — | AVALONBAY CMNTYS INC | $0 | 0.00% | 0 | -1,448 | -100.0% | -$23.66万 | 清仓 |
| IPGP | IPG PHOTONICS CORP | $0 | 0.00% | 0 | -2,053 | -100.0% | -$23.53万 | 清仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $0 | 0.00% | 0 | -3,450 | -100.0% | -$23.46万 | 清仓 |
| KGC | KINROSS GOLD CORP | $0 | 0.00% | 0 | -7,676 | -100.0% | -$23.43万 | 清仓 |
| SPTL | SPDR SERIES TRUST | $0 | 0.00% | 0 | -8,701 | -100.0% | -$22.88万 | 清仓 |
| LII | LENNOX INTL INC | $0 | 0.00% | 0 | -489 | -100.0% | -$22.70万 | 清仓 |
| TXNM | TXNM ENERGY INC | $0 | 0.00% | 0 | -3,868 | -100.0% | -$22.61万 | 清仓 |
| CNH | CNH INDL N V | $0 | 0.00% | 0 | -20,532 | -100.0% | -$22.59万 | 清仓 |
| BP | BP PLC | $0 | 0.00% | 0 | -4,775 | -100.0% | -$22.44万 | 清仓 |
| VLTO | VERALTO CORP | $0 | 0.00% | 0 | -2,517 | -100.0% | -$22.26万 | 清仓 |
| KVUE | KENVUE INC | $0 | 0.00% | 0 | -12,813 | -100.0% | -$22.09万 | 清仓 |
| AMCR | AMCOR PLC | $0 | 0.00% | 0 | -5,557 | -100.0% | -$22.09万 | 清仓 |
| TROW | PRICE T ROWE GROUP INC | $0 | 0.00% | 0 | -2,446 | -100.0% | -$22.05万 | 清仓 |
| P | EVERPURE INC | $0 | 0.00% | 0 | -3,731 | -100.0% | -$22.03万 | 清仓 |
| ZS | ZSCALER INC | $0 | 0.00% | 0 | -1,570 | -100.0% | -$22.03万 | 清仓 |
| IEV | ISHARES TR | $0 | 0.00% | 0 | -3,193 | -100.0% | -$21.69万 | 清仓 |
| SIGI | SELECTIVE INS GROUP INC | $0 | 0.00% | 0 | -2,868 | -100.0% | -$21.62万 | 清仓 |
| MUSA | MURPHY USA INC | $0 | 0.00% | 0 | -436 | -100.0% | -$21.54万 | 清仓 |
| ATI | ATI INC | $0 | 0.00% | 0 | -1,481 | -100.0% | -$21.54万 | 清仓 |
| MKSI | MKS INC. | $0 | 0.00% | 0 | -931 | -100.0% | -$21.40万 | 清仓 |
| FE | FIRSTENERGY CORP | $0 | 0.00% | 0 | -4,196 | -100.0% | -$21.26万 | 清仓 |
| EXP | EAGLE MATLS INC | $0 | 0.00% | 0 | -1,121 | -100.0% | -$21.24万 | 清仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -4,260 | -100.0% | -$21.22万 | 清仓 |
| DGX | QUEST DIAGNOSTICS INC | $0 | 0.00% | 0 | -1,079 | -100.0% | -$21.15万 | 清仓 |
| WPC | WP CAREY INC | $0 | 0.00% | 0 | -3,111 | -100.0% | -$21.14万 | 清仓 |
| VOT | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -818 | -100.0% | -$21.05万 | 清仓 |
| RACE | FERRARI N V | $0 | 0.00% | 0 | -610 | -100.0% | -$20.65万 | 清仓 |
| XYL | XYLEM INC | $0 | 0.00% | 0 | -1,727 | -100.0% | -$20.64万 | 清仓 |
| ALV | AUTOLIV INC | $0 | 0.00% | 0 | -1,957 | -100.0% | -$20.58万 | 清仓 |
| — | NUVEEN NEW JERSEY | $0 | 0.00% | 0 | -16,672 | -100.0% | -$20.51万 | 清仓 |
| UPWK | UPWORK INC | $0 | 0.00% | 0 | -18,638 | -100.0% | -$20.43万 | 清仓 |
| GPN | GLOBAL PMTS INC | $0 | 0.00% | 0 | -3,011 | -100.0% | -$20.26万 | 清仓 |
| NWE | NORTHWESTERN ENERGY GROUP IN | $0 | 0.00% | 0 | -3,065 | -100.0% | -$20.21万 | 清仓 |
| HPQ | HP INC | $0 | 0.00% | 0 | -10,470 | -100.0% | -$20.11万 | 清仓 |
| — | AIR LEASE CORP | $0 | 0.00% | 0 | -3,091 | -100.0% | -$20.07万 | 清仓 |
| NAC | NUVEEN CA DIVI ADV MUN | $0 | 0.00% | 0 | -16,940 | -100.0% | -$19.74万 | 清仓 |
| DOC | HEALTHPEAK PROPERTIES INC | $0 | 0.00% | 0 | -10,757 | -100.0% | -$17.67万 | 清仓 |
| HAYW | HAYWARD HLDGS INC | $0 | 0.00% | 0 | -12,549 | -100.0% | -$16.79万 | 清仓 |
| VOD | VODAFONE GROUP PLC | $0 | 0.00% | 0 | -11,161 | -100.0% | -$16.76万 | 清仓 |
| — | MFS INVT GRADE MUN TR | $0 | 0.00% | 0 | -20,755 | -100.0% | -$16.58万 | 清仓 |
| KYN | KAYNE ANDERSON ENERGY INFRST | $0 | 0.00% | 0 | -10,621 | -100.0% | -$15.17万 | 清仓 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $0 | 0.00% | 0 | -13,461 | -100.0% | -$14.89万 | 清仓 |
| DV | DOUBLEVERIFY HLDGS INC | $0 | 0.00% | 0 | -14,427 | -100.0% | -$13.71万 | 清仓 |
| GRAB | GRAB HOLDINGS LIMITED | $0 | 0.00% | 0 | -31,784 | -100.0% | -$11.63万 | 清仓 |
| XEMDX | WESTERN ASSET EMERGING MKTS | $0 | 0.00% | 0 | -11,632 | -100.0% | -$11.42万 | 清仓 |
| BTZ | BLACKROCK CR ALLOCATION | $0 | 0.00% | 0 | -11,223 | -100.0% | -$11.34万 | 清仓 |
| — | EAGLE POINT INCOME COMPANY I | $0 | 0.00% | 0 | -10,453 | -100.0% | -$9.87万 | 清仓 |
| — | MFS HIGH INCOME MUN TR | $0 | 0.00% | 0 | -24,282 | -100.0% | -$9.01万 | 清仓 |
| WEN | WENDYS CO | $0 | 0.00% | 0 | -11,415 | -100.0% | -$7.93万 | 清仓 |
| — | MFS CHARTER INCOME TR | $0 | 0.00% | 0 | -13,000 | -100.0% | -$7.88万 | 清仓 |
| CTMX | CYTOMX THERAPEUTICS INC. | $0 | 0.00% | 0 | -14,833 | -100.0% | -$6.97万 | 清仓 |
| PTON | PELOTON INTERACTIVE INC | $0 | 0.00% | 0 | -14,177 | -100.0% | -$6.08万 | 清仓 |
| UWMC | UWM HOLDINGS CORPORATION | $0 | 0.00% | 0 | -13,247 | -100.0% | -$4.80万 | 清仓 |
| PLTK | PLAYTIKA HLDG CORP | $0 | 0.00% | 0 | -10,639 | -100.0% | -$2.96万 | 清仓 |
| — | ALIGHT INC | $0 | 0.00% | 0 | -45,589 | -100.0% | -$2.66万 | 清仓 |
| — | COHEN & STEERS QUALITY INCOM | $443 | 0.00% | 29,716 | 29,716 | — | $443 | 新建仓 |
| — | GOSSAMER BIO INC | $2,904 | 0.00% | 17,643 | 17,643 | — | $2,904 | 新建仓 |
| — | FARADAY FUTURE INTLGT ELEC I | $3,249 | 0.00% | 14,094 | 14,094 | — | $3,249 | 新建仓 |
| — | NEW FORTRESS ENERGY INC | $4,809 | 0.00% | 13,243 | -6,234 | -32.0% | -$2,264 | 减仓 |
| — | BEYOND MEAT INC | $1.29万 | 0.00% | 17,167 | -18,321 | -51.6% | -$1.37万 | 减仓 |
| — | BLACKSTONE MORTGAGE TRUST IN | $2.02万 | 0.00% | 20,000 | 20,000 | — | $2.02万 | 新建仓 |
| KOS | KOSMOS ENERGY LTD | $2.25万 | 0.00% | 10,662 | 10,662 | — | $2.25万 | 新建仓 |
| SLDP | SOLID POWER INC | $2.91万 | 0.00% | 11,247 | 11,247 | — | $2.91万 | 新建仓 |
| SNAP | SNAP INC | $6.25万 | 0.00% | 14,082 | 2,897 | 25.9% | $1.29万 | 加仓 |
| XBGYX | BLACKROCK ENHANCED INTL DIV | $6.44万 | 0.00% | 11,211 | 0 | 0.0% | — | 不变 |
| — | MFS INTER INCOME TR | $7.41万 | 0.00% | 30,000 | 0 | 0.0% | — | 不变 |
| MMT | ABERDEEN MULTI-MARKET INCOME | $7.73万 | 0.00% | 17,565 | 17,565 | — | $7.73万 | 新建仓 |
| OPEN | OPENDOOR TECHNOLOGIES INC | $7.85万 | 0.00% | 17,000 | 17,000 | — | $7.85万 | 新建仓 |
| ACP | ABRDN INCOME CREDIT STRATEGI | $7.94万 | 0.00% | 15,266 | -4,208 | -21.6% | -$2.19万 | 减仓 |
| BRW | SABA CAPITAL INCOME & OPRNT | $8.36万 | 0.01% | 12,719 | -1,272 | -9.1% | -$8,357 | 减仓 |
| FLO | FLOWERS FOODS INC | $8.80万 | 0.01% | 11,143 | 11,143 | — | $8.80万 | 新建仓 |
| FSCO | FS CREDIT OPPORTUNITIES CORP | $9.02万 | 0.01% | 18,083 | 0 | 0.0% | — | 不变 |
| — | MORGAN STANLEY EMKT DBT FD I | $9.57万 | 0.01% | 12,848 | -1,089 | -7.8% | -$8,113 | 减仓 |
| CCC | CCC INTELLIGENT SOLUTIONS HL | $10.70万 | 0.01% | 20,745 | 1,365 | 7.0% | $7,043 | 加仓 |
| HLN | HALEON PLC | $10.98万 | 0.01% | 11,773 | -5,077 | -30.1% | -$4.74万 | 减仓 |
| BGB | BLACKSTONE STRATEGIC CRED 20 | $11.46万 | 0.01% | 10,145 | 10,145 | — | $11.46万 | 新建仓 |
| HUN | HUNTSMAN CORP | $12.48万 | 0.01% | 11,742 | -7,422 | -38.7% | -$7.89万 | 减仓 |
| — | BRANDYWINEGBL GBL INCM OPP F | $12.61万 | 0.01% | 15,885 | -977 | -5.8% | -$7,757 | 减仓 |
| MFM | ABERDEEN MUN INCOME FD | $12.65万 | 0.01% | 22,511 | 22,511 | — | $12.65万 | 新建仓 |
| — | ABRDN GLOBAL PREMIER PPTYS F | $13.37万 | 0.01% | 11,289 | -954 | -7.8% | -$1.13万 | 减仓 |
| AVTR | AVANTOR INC | $13.90万 | 0.01% | 14,040 | 14,040 | — | $13.90万 | 新建仓 |
| XRAY | DENTSPLY SIRONA INC | $13.93万 | 0.01% | 13,131 | 2,135 | 19.4% | $2.27万 | 重新持有 |
| COTY | COTY INC | $13.95万 | 0.01% | 64,566 | 64,566 | — | $13.95万 | 新建仓 |
| GHY | PGIM GLOBAL HIGH YIELD FD FO | $14.06万 | 0.01% | 11,623 | -1,489 | -11.4% | -$1.80万 | 减仓 |
| LBTYA | LIBERTY GLOBAL LTD | $14.96万 | 0.01% | 13,153 | -1,158 | -8.1% | -$1.32万 | 减仓 |
| AUR | AURORA INNOVATION INC | $15.38万 | 0.01% | 22,545 | 22,545 | — | $15.38万 | 新建仓 |
| STGW | STAGWELL INC | $15.50万 | 0.01% | 20,859 | -23,397 | -52.9% | -$17.38万 | 减仓 |
| — | ABRDN GLOBAL DYNAMIC DIVIDEN | $15.60万 | 0.01% | 12,879 | -530 | -4.0% | -$6,418 | 减仓 |
| — | GDL FD | $15.98万 | 0.01% | 18,871 | -512 | -2.6% | -$4,337 | 减仓 |
| — | PGIM HIGH YIELD BOND FUND IN | $16.42万 | 0.01% | 12,569 | -199 | -1.6% | -$2,599 | 减仓 |
| MPT | MEDICAL PROPERTIES TRUST INC | $16.44万 | 0.01% | 34,872 | 1,280 | 3.8% | $6,036 | 加仓 |
| — | VOYA GLBL EQTY DIV & PREM OP | $16.58万 | 0.01% | 27,006 | -549 | -2.0% | -$3,371 | 减仓 |