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 |
|---|---|---|---|---|---|---|---|---|
| KEY | KEYCORP | $31.04万 | 0.02% | 15,480 | -1,005 | -6.1% | -$2.02万 | 减仓 |
| KBH | KB HOME | $31.04万 | 0.02% | 5,998 | -21 | -0.3% | -$1,087 | 减仓 |
| GRMN | GARMIN LTD | $31.06万 | 0.02% | 1,339 | 191 | 16.6% | $4.43万 | 加仓 |
| TRGP | TARGA RES CORP | $31.17万 | 0.02% | 1,243 | 106 | 9.3% | $2.66万 | 加仓 |
| PPG | PPG INDS INC | $31.31万 | 0.02% | 2,929 | 92 | 3.2% | $9,833 | 加仓 |
| — | ELECTRONIC ARTS INC | $31.56万 | 0.02% | 1,548 | 216 | 16.2% | $4.40万 | 加仓 |
| STLD | STEEL DYNAMICS INC | $31.58万 | 0.02% | 1,754 | 276 | 18.7% | $4.97万 | 加仓 |
| JTEK | J P MORGAN EXCHANGE TRADED F | $31.60万 | 0.02% | 3,973 | 0 | 0.0% | — | 不变 |
| KDP | KEURIG DR PEPPER INC | $31.74万 | 0.02% | 12,055 | -24,625 | -67.1% | -$64.84万 | 减仓 |
| LEN | LENNAR CORP | $31.77万 | 0.02% | 3,658 | 3,658 | — | $31.77万 | 新建仓 |
| MGA | MAGNA INTL INC | $31.84万 | 0.02% | 5,705 | 223 | 4.1% | $1.24万 | 加仓 |
| ROL | ROLLINS INC | $31.98万 | 0.02% | 5,987 | -349 | -5.5% | -$1.86万 | 减仓 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $32.00万 | 0.02% | 5,558 | 826 | 17.5% | $4.76万 | 加仓 |
| NDSN | NORDSON CORP | $32.03万 | 0.02% | 1,204 | 151 | 14.3% | $4.02万 | 加仓 |
| WEX | WEX INC | $32.34万 | 0.02% | 2,113 | 475 | 29.0% | $7.27万 | 加仓 |
| Q | QNITY ELECTRONICS INC | $32.40万 | 0.02% | 2,808 | -378 | -11.9% | -$4.36万 | 减仓 |
| PAA | PLAINS ALL AMERN PIPELINE L | $32.59万 | 0.02% | 14,595 | 14,595 | — | $32.59万 | 新建仓 |
| S | SENTINELONE INC | $32.62万 | 0.02% | 25,323 | 13,758 | 119.0% | $17.72万 | 加仓 |
| SYY | SYSCO CORP | $32.63万 | 0.02% | 4,575 | -140 | -3.0% | -$9,986 | 减仓 |
| COO | COOPER COS INC | $32.64万 | 0.02% | 4,565 | 1,536 | 50.7% | $10.98万 | 加仓 |
| PEN | PENUMBRA INC | $32.67万 | 0.02% | 995 | -12 | -1.2% | -$3,940 | 减仓 |
| — | MFS HIGH YIELD MUN TR | $32.70万 | 0.02% | 91,331 | -1,272 | -1.4% | -$4,554 | 减仓 |
| TXG | 10X GENOMICS INC | $32.75万 | 0.02% | 15,428 | -5,523 | -26.4% | -$11.73万 | 减仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $32.76万 | 0.02% | 2,852 | -318 | -10.0% | -$3.65万 | 减仓 |
| JKHY | HENRY JACK & ASSOC INC | $32.77万 | 0.02% | 2,073 | -352 | -14.5% | -$5.56万 | 减仓 |
| NET | CLOUDFLARE INC | $32.79万 | 0.02% | 1,589 | 366 | 29.9% | $7.55万 | 加仓 |
| TEL | TE CONNECTIVITY PLC | $32.84万 | 0.02% | 1,571 | 612 | 63.8% | $12.79万 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC | $32.90万 | 0.02% | 2,953 | 780 | 35.9% | $8.69万 | 加仓 |
| TD | TORONTO DOMINION BK ONT | $32.97万 | 0.02% | 3,533 | -192 | -5.2% | -$1.79万 | 减仓 |
| MOH | MOLINA HEALTHCARE INC | $32.99万 | 0.02% | 2,475 | 2,475 | — | $32.99万 | 新建仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $33.00万 | 0.02% | 535 | 51 | 10.5% | $3.15万 | 加仓 |
| CGNX | COGNEX CORP | $33.14万 | 0.02% | 6,764 | 291 | 4.5% | $1.43万 | 加仓 |
| AXTA | AXALTA COATING SYS LTD | $33.20万 | 0.02% | 11,984 | 288 | 2.5% | $7,978 | 加仓 |
| EFAV | ISHARES TR | $33.21万 | 0.02% | 3,635 | 372 | 11.4% | $3.40万 | 加仓 |
| SON | SONOCO PRODS CO | $33.33万 | 0.02% | 6,162 | -512 | -7.7% | -$2.77万 | 减仓 |
| BHP | BHP BILLITON LIMITED | $33.36万 | 0.02% | 4,587 | 4,587 | — | $33.36万 | 新建仓 |
| ENB | ENBRIDGE INC | $33.49万 | 0.02% | 6,186 | 291 | 4.9% | $1.58万 | 加仓 |
| NAD | NUVEEN QUALITY MUNCP INCOME | $33.52万 | 0.02% | 29,146 | 0 | 0.0% | — | 不变 |
| URTH | ISHARES INC | $33.61万 | 0.02% | 1,867 | -555 | -22.9% | -$9.99万 | 减仓 |
| BC | BRUNSWICK CORP | $33.72万 | 0.02% | 4,634 | 265 | 6.1% | $1.93万 | 加仓 |
| SAP | SAP SE | $33.77万 | 0.02% | 1,972 | -7,814 | -79.8% | -$133.81万 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $33.83万 | 0.02% | 8,684 | -126 | -1.4% | -$4,909 | 减仓 |
| ARMK | ARAMARK | $33.90万 | 0.02% | 8,363 | -3,001 | -26.4% | -$12.17万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $34.06万 | 0.02% | 3,126 | 3,126 | — | $34.06万 | 新建仓 |
| ROP | ROPER TECHNOLOGIES INC | $34.11万 | 0.02% | 964 | -1,066 | -52.5% | -$37.72万 | 减仓 |
| VB | VANGUARD INDEX FDS | $34.15万 | 0.02% | 1,304 | -837 | -39.1% | -$21.92万 | 减仓 |
| ANF | ABERCROMBIE & FITCH CO | $34.25万 | 0.02% | 3,748 | 488 | 15.0% | $4.46万 | 加仓 |
| AMKR | AMKOR TECHNOLOGY INC | $34.29万 | 0.02% | 7,615 | 222 | 3.0% | $9,997 | 加仓 |
| BALL | BALL CORP | $34.36万 | 0.02% | 5,813 | 5,813 | — | $34.36万 | 新建仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $34.38万 | 0.02% | 4,247 | 42 | 1.0% | $3,400 | 加仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $34.48万 | 0.02% | 6,536 | 270 | 4.3% | $1.42万 | 加仓 |
| VDC | VANGUARD WORLD FD | $34.57万 | 0.02% | 1,539 | 1,539 | — | $34.57万 | 新建仓 |
| MTB | M & T BK CORP | $34.63万 | 0.02% | 1,675 | 92 | 5.8% | $1.90万 | 加仓 |
| CNNE | CANNAE HLDGS INC | $34.90万 | 0.02% | 30,695 | -465 | -1.5% | -$5,287 | 减仓 |
| FNF | FIDELITY NATL FINL INC | $34.96万 | 0.02% | 7,538 | -4,664 | -38.2% | -$21.63万 | 减仓 |
| PCAR | PACCAR INC | $34.96万 | 0.02% | 3,027 | 424 | 16.3% | $4.90万 | 加仓 |
| NVT | NVENT ELEC PLC | $35.09万 | 0.02% | 2,967 | 773 | 35.2% | $9.14万 | 加仓 |
| DKNG | DRAFTKINGS INC NEW | $35.36万 | 0.02% | 16,356 | -14,232 | -46.5% | -$30.77万 | 减仓 |
| VICI | VICI PPTYS INC | $35.38万 | 0.02% | 12,950 | 4,883 | 60.5% | $13.34万 | 加仓 |
| G | GENPACT LIMITED | $35.65万 | 0.02% | 9,570 | -38,995 | -80.3% | -$145.25万 | 减仓 |
| IDXX | IDEXX LABS INC | $35.96万 | 0.02% | 640 | 20 | 3.2% | $1.12万 | 加仓 |
| INVH | INVITATION HOMES INC | $36.09万 | 0.02% | 14,525 | -1,770 | -10.9% | -$4.40万 | 减仓 |
| NDAQ | NASDAQ INC | $36.27万 | 0.02% | 4,273 | -1,934 | -31.2% | -$16.42万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $36.32万 | 0.02% | 2,774 | 301 | 12.2% | $3.94万 | 加仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $36.40万 | 0.02% | 1,100 | -683 | -38.3% | -$22.60万 | 减仓 |
| IWS | ISHARES TR | $36.49万 | 0.02% | 2,503 | 2,503 | — | $36.49万 | 新建仓 |
| SRE | SEMPRA | $36.51万 | 0.02% | 3,757 | 597 | 18.9% | $5.80万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $36.52万 | 0.02% | 3,956 | 371 | 10.3% | $3.42万 | 加仓 |
| RGA | REINSURANCE GROUP AMER INC | $36.54万 | 0.02% | 1,790 | -21 | -1.2% | -$4,287 | 减仓 |
| XNEAX | NUVEEN AMT FREE QLTY MUN INC | $36.61万 | 0.02% | 32,600 | 0 | 0.0% | — | 不变 |
| BRO | BROWN & BROWN INC | $36.93万 | 0.02% | 5,664 | 1,938 | 52.0% | $12.64万 | 加仓 |
| GTO | INVESCO ACTIVELY MANAGED EXC | $36.98万 | 0.02% | 7,896 | 996 | 14.4% | $4.66万 | 加仓 |
| RQI | COHEN & STEERS QUALITY INCOM | $37.00万 | 0.02% | 30,703 | 263 | 0.9% | $3,169 | 加仓 |
| USFD | US FOODS HLDG CORP | $37.08万 | 0.02% | 4,021 | 1,010 | 33.5% | $9.31万 | 加仓 |
| VFC | V F CORP | $37.09万 | 0.02% | 21,830 | 6,725 | 44.5% | $11.43万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $37.14万 | 0.02% | 6,444 | 2,546 | 65.3% | $14.68万 | 加仓 |
| PXF | INVESCO EXCH TRADED FD TR II | $37.19万 | 0.02% | 5,320 | -70 | -1.3% | -$4,893 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORP | $37.21万 | 0.02% | 4,646 | -2,190 | -32.0% | -$17.54万 | 减仓 |
| MKL | MARKEL GROUP INC | $37.71万 | 0.02% | 197 | -5 | -2.5% | -$9,570 | 减仓 |
| SIRI | SIRIUSXM HOLDINGS INC | $37.77万 | 0.02% | 16,366 | 852 | 5.5% | $1.97万 | 加仓 |
| CPAY | CORPAY INC | $38.00万 | 0.02% | 1,306 | 364 | 38.6% | $10.59万 | 加仓 |
| TM | TOYOTA MOTOR CORP | $38.10万 | 0.02% | 1,848 | 850 | 85.2% | $17.52万 | 加仓 |
| USMV | ISHARES TR | $38.23万 | 0.02% | 4,122 | 89 | 2.2% | $8,255 | 加仓 |
| CPRT | COPART INC | $38.31万 | 0.02% | 11,540 | -3,152 | -21.5% | -$10.46万 | 减仓 |
| BLDR | BUILDERS FIRSTSOURCE INC | $38.37万 | 0.02% | 4,661 | -300 | -6.0% | -$2.47万 | 减仓 |
| CTVA | CORTEVA INC | $38.43万 | 0.02% | 4,591 | 318 | 7.4% | $2.66万 | 加仓 |
| CPER | UNITED STS COMMODITY INDEX F | $38.82万 | 0.02% | 11,274 | 11,274 | — | $38.82万 | 新建仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $39.01万 | 0.02% | 1,130 | 427 | 60.7% | $14.74万 | 加仓 |
| FHN | FIRST HORIZON CORPORATION | $39.05万 | 0.02% | 17,159 | 2,733 | 18.9% | $6.22万 | 加仓 |
| ARES | ARES MANAGEMENT CORPORATION | $39.12万 | 0.02% | 3,586 | 922 | 34.6% | $10.06万 | 加仓 |
| TRU | TRANSUNION | $39.36万 | 0.02% | 5,689 | 2,228 | 64.4% | $15.42万 | 加仓 |
| VFH | VANGUARD WORLD FD | $39.44万 | 0.02% | 3,265 | 3,265 | — | $39.44万 | 新建仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $39.51万 | 0.02% | 1,350 | -298 | -18.1% | -$8.72万 | 减仓 |
| OSK | OSHKOSH CORP | $39.61万 | 0.02% | 2,691 | 57 | 2.2% | $8,391 | 加仓 |
| NZF | NUVEEN MUN CR INCOME FD | $39.65万 | 0.02% | 32,554 | -79 | -0.2% | -$962 | 减仓 |
| VIK | VIKING HOLDINGS LTD | $39.67万 | 0.02% | 5,399 | 1,359 | 33.6% | $9.99万 | 加仓 |
| — | NUVEEN CORE PLUS IMPACT FUND | $40.02万 | 0.02% | 39,275 | -472 | -1.2% | -$4,810 | 减仓 |
| NKE | NIKE INC | $40.03万 | 0.02% | 7,578 | 1,724 | 29.4% | $9.11万 | 加仓 |
| DECK | DECKERS OUTDOOR CORP | $40.06万 | 0.02% | 4,002 | 0 | 0.0% | — | 不变 |
| IEX | IDEX CORP | $40.28万 | 0.02% | 2,125 | 58 | 2.8% | $1.10万 | 加仓 |