13F 机构持仓

EVOLVE PRIVATE WEALTH, LLC

LOS ANGELES CA · SEC CIK 0002111131

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$16.36亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

HTRB 3.1%
BOND 3.1%
NVDA 3.0%
AAPL 2.8%
AGG 2.7%
VCRB 2.4%
BND 2.0%
GOOGL 1.8%
ISCF 1.8%
MSFT 1.7%

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
NAD NUVEEN QUALITY MUNCP INCOME $16.95万0.01%13,905 -15,241-52.3% -$18.58万 减仓
AEG AEGON LTD $17.09万0.01%19,677 2,72816.1% $2.37万 加仓
NWL NEWELL BRANDS INC $17.41万0.01%28,362 -8,286-22.6% -$5.09万 减仓
F FORD MTR CO $17.50万0.01%12,593 -9,680-43.5% -$13.46万 减仓
WU WESTERN UN CO $17.55万0.01%22,798 22,798— $17.55万 新建仓
UAA UNDER ARMOUR INC $17.77万0.01%27,807 27,807— $17.77万 新建仓
COLD AMERICOLD REALTY TRUST INC $17.91万0.01%11,229 11,229— $17.91万 新建仓
HBAN HUNTINGTON BANCSHARES INC $18.11万0.01%10,087 -17,659-63.6% -$31.71万 减仓
CAG CONAGRA BRANDS INC $18.12万0.01%13,461 3,27632.2% $4.41万 重新持有
DXC DXC TECHNOLOGY CO $18.46万0.01%20,863 20,863— $18.46万 新建仓
NMR NOMURA HLDGS INC $18.82万0.01%21,439 6,00538.9% $5.27万 加仓
CERT CERTARA INC $19.01万0.01%29,024 29,024— $19.01万 新建仓
JRI NUVEEN REAL ASSET INCOME & G $19.05万0.01%14,545 -636-4.2% -$8,328 减仓
FTRE FORTREA HLDGS INC $19.08万0.01%10,966 -5,809-34.6% -$10.11万 减仓
TTD THE TRADE DESK INC $19.26万0.01%10,655 10,655— $19.26万 新建仓
— VOYA GLBL ADV & PREM OPP FD $19.63万0.01%19,830 -705-3.4% -$6,980 减仓
XPCQX PIMCO CALIF MUN INCOME FD $20.03万0.01%22,237 -4,002-15.3% -$3.60万 减仓
SARO STANDARDAERO INC $20.08万0.01%6,715 6,715— $20.08万 新建仓
NXT NEXTPOWER INC $20.12万0.01%1,689 1,689— $20.12万 新建仓
RYAN RYAN SPECIALTY HOLDINGS INC $20.13万0.01%5,332 5,332— $20.13万 新建仓
CNX CNX RES CORP $20.16万0.01%5,941 5,941— $20.16万 新建仓
FRSH FRESHWORKS INC $20.16万0.01%19,924 19,924— $20.16万 新建仓
DXCM DEXCOM INC $20.20万0.01%2,999 -241-7.4% -$1.62万 减仓
AU ANGLOGOLD ASHANTI PLC $20.22万0.01%2,498 2,498— $20.22万 新建仓
CPB THE CAMPBELLS COMPANY $20.24万0.01%9,087 9,087— $20.24万 新建仓
BKR BAKER HUGHES COMPANY $20.29万0.01%3,655 -5,008-57.8% -$27.79万 减仓
AEP AMERICAN ELEC PWR CO INC $20.35万0.01%1,487 -11,293-88.4% -$154.52万 减仓
CLVT CLARIVATE PLC $20.40万0.01%94,460 94,460— $20.40万 新建仓
BTSG BRIGHTSPRING HEALTH SVCS INC $20.43万0.01%2,929 2,929— $20.43万 新建仓
VTRS VIATRIS INC $20.47万0.01%12,889 -2,432-15.9% -$3.86万 减仓
HFRO HIGHLAND OPPS & INCOME FD $20.60万0.01%28,887 -2,327-7.5% -$1.66万 减仓
AFL AFLAC INC $20.66万0.01%1,762 -5,837-76.8% -$68.46万 减仓
SHC SOTERA HEALTH CO $20.67万0.01%11,644 11,644— $20.67万 新建仓
CLH CLEAN HARBORS INC $20.79万0.01%696 696— $20.79万 新建仓
BJ BJS WHSL CLUB HLDGS INC $20.81万0.01%2,386 2,386— $20.81万 新建仓
NVG NUVEEN AMT FREE MUN CR INC F $20.87万0.01%16,208 -286-1.7% -$3,683 减仓
TAP MOLSON COORS BEVERAGE CO $20.89万0.01%5,362 5,362— $20.89万 新建仓
RAL RALLIANT CORP $20.92万0.01%2,841 2,841— $20.92万 新建仓
TRGP TARGA RES CORP $21.01万0.01%784 -459-36.9% -$12.30万 减仓
RRC RANGE RES CORP $21.09万0.01%5,671 5,671— $21.09万 新建仓
DAR DARLING INGREDIENTS INC $21.12万0.01%3,867 -893-18.8% -$4.88万 减仓
BAH BOOZ ALLEN HAMILTON HLDG COR $21.16万0.01%3,488 3,488— $21.16万 新建仓
ESS ESSEX PPTY TR INC $21.25万0.01%723 723— $21.25万 新建仓
ATR APTARGROUP INC $21.27万0.01%1,699 1,699— $21.27万 新建仓
BG BUNGE GLOBAL SA $21.36万0.01%1,999 1,999— $21.36万 新建仓
HEI/A HEICO CORP NEW $21.38万0.01%829 829— $21.38万 新建仓
MMS MAXIMUS INC $21.40万0.01%3,980 -3,874-49.3% -$20.83万 减仓
CHWY CHEWY INC $21.41万0.01%10,897 7327.2% $1.44万 加仓
DOX AMDOCS LTD $21.43万0.01%4,052 4,052— $21.43万 新建仓
BXP BXP INC $21.43万0.01%3,199 3,199— $21.43万 新建仓
URTH ISHARES INC $21.46万0.01%1,059 -808-43.3% -$16.37万 减仓
ETSY ETSY INC $21.48万0.01%2,851 -4,408-60.7% -$33.21万 重新持有
STT STATE STR CORP $21.49万0.01%1,267 -2,210-63.6% -$37.49万 减仓
DB DEUTSCHE BK AG $21.52万0.01%6,374 -1,347-17.4% -$4.55万 减仓
GWRE GUIDEWIRE SOFTWARE INC $21.55万0.01%1,751 -86-4.7% -$1.06万 重新持有
ROKU ROKU INC $21.56万0.01%1,561 -696-30.8% -$9.61万 减仓
AVT AVNET INC $21.60万0.01%2,432 2,432— $21.60万 新建仓
MDLN MEDLINE INC $21.63万0.01%5,485 5,485— $21.63万 新建仓
RPM RPM INTL INC $21.64万0.01%1,947 1,947— $21.64万 新建仓
ADC AGREE RLTY CORP $21.65万0.01%2,848 2,848— $21.65万 新建仓
AEE AMEREN CORP $21.69万0.01%1,920 -2,909-60.2% -$32.87万 减仓
IRT INDEPENDENCE RLTY TR INC $21.72万0.01%12,875 12,875— $21.72万 新建仓
CTSH COGNIZANT TECHNOLOGY SOLUTIO $21.73万0.01%5,612 -27,166-82.9% -$105.21万 减仓
RJF RAYMOND JAMES FINL INC $21.75万0.01%1,431 -43-2.9% -$6,537 减仓
POOL POOL CORP $21.76万0.01%1,013 1,013— $21.76万 新建仓
ELS EQUITY LIFESTYLE PROPERTIES $21.78万0.01%3,349 3,349— $21.78万 新建仓
IDXX IDEXX LABS INC $21.79万0.01%414 -226-35.3% -$11.90万 减仓
OHI OMEGA HEALTHCARE INVS INC $21.84万0.01%4,580 -711-13.4% -$3.39万 减仓
FIS FIDELITY NATL INFORMATION SV $21.85万0.01%5,619 -3,901-41.0% -$15.17万 减仓
NBH NEUBERGER MUN FD INC $22.00万0.01%20,747 -25,152-54.8% -$26.67万 减仓
WRB BERKLEY W R CORP $22.02万0.01%3,100 -5,207-62.7% -$36.99万 减仓
BR BROADRIDGE FINL SOLUTIONS IN $22.07万0.01%1,600 -1,434-47.3% -$19.78万 减仓
LYG LLOYDS BANKING GROUP PLC $22.08万0.01%37,874 -10,401-21.5% -$6.06万 减仓
CYTK CYTOKINETICS INC $22.09万0.01%2,593 2,593— $22.09万 新建仓
LCID LUCID GROUP INC $22.17万0.01%33,138 33,138— $22.17万 新建仓
TRMB TRIMBLE INC $22.23万0.01%4,343 -3,532-44.9% -$18.08万 减仓
BILL BILL HOLDINGS INC $22.25万0.01%6,152 6,152— $22.25万 新建仓
KDP KEURIG DR PEPPER INC $22.28万0.01%6,778 -5,277-43.8% -$17.34万 减仓
BKH BLACK HILLS CORP $22.32万0.01%3,000 -909-23.3% -$6.76万 减仓
VNOM VIPER ENERGY INC $22.34万0.01%5,268 5,268— $22.34万 新建仓
SPOT SPOTIFY TECHNOLOGY S A $22.36万0.01%487 -651-57.2% -$29.89万 减仓
FFIV F5 INC $22.38万0.01%538 538— $22.38万 新建仓
PNW PINNACLE WEST CAP CORP $22.39万0.01%2,092 2,092— $22.39万 新建仓
GLPI GAMING & LEISURE P $22.45万0.01%5,041 -5,534-52.3% -$24.65万 减仓
AMP AMERIPRISE FINL INC $22.50万0.01%490 -852-63.5% -$39.12万 减仓
TDG TRANSDIGM GROUP INC $22.51万0.01%169 169— $22.51万 新建仓
TAFI AB ACTIVE ETFS INC $22.57万0.01%8,949 -307,243-97.2% -$774.90万 减仓
CORT CORCEPT THERAPEUTICS INC $22.63万0.01%2,603 -7,701-74.7% -$66.96万 重新持有
SLB SLB LIMITED $22.68万0.01%4,860 -7,931-62.0% -$37.01万 减仓
PATH UIPATH INC $22.75万0.01%20,932 10,502100.7% $11.42万 重新持有
VUG VANGUARD INDEX FDS $22.76万0.01%2,642 -84,820-97.0% -$730.59万 减仓
CL COLGATE PALMOLIVE CO $22.82万0.01%2,489 -5,168-67.5% -$47.38万 减仓
MTDR MATADOR RES CO $22.82万0.01%4,584 4,584— $22.82万 新建仓
RDDT REDDIT INC $22.93万0.01%1,321 35136.2% $6.09万 重新持有
OPCH OPTION CARE HEALTH INC $22.96万0.01%10,948 10,948— $22.96万 新建仓
NOK NOKIA CORP $22.96万0.01%17,288 -1,626-8.6% -$2.16万 减仓
MET METLIFE INC $23.03万0.01%2,721 -4,149-60.4% -$35.11万 减仓
RGLD ROYAL GOLD INC $23.04万0.01%1,154 -1,087-48.5% -$21.70万 减仓
MKL MARKEL GROUP INC $23.05万0.01%118 -79-40.1% -$15.43万 减仓
UFPI UFP INDUSTRIES INC $23.05万0.01%2,541 2,541— $23.05万 新建仓