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 |
|---|---|---|---|---|---|---|---|---|
| FOX | FOX CORP | $40.41万 | 0.02% | 7,610 | -50,119 | -86.8% | -$266.13万 | 减仓 |
| PKG | PACKAGING CORP AMER | $40.53万 | 0.02% | 1,910 | -192 | -9.1% | -$4.07万 | 减仓 |
| RSG | REPUBLIC SVCS INC | $40.65万 | 0.02% | 1,856 | 438 | 30.9% | $9.59万 | 加仓 |
| OC | OWENS CORNING NEW | $40.89万 | 0.02% | 3,778 | 1,089 | 40.5% | $11.79万 | 加仓 |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $41.02万 | 0.02% | 7,262 | -360 | -4.7% | -$2.03万 | 减仓 |
| PEY | INVESCO EXCHANGE TRADED FD T | $41.06万 | 0.02% | 19,169 | 0 | 0.0% | — | 不变 |
| — | DESTRA MULTI-ALTERNATIVE FD | $41.22万 | 0.02% | 50,832 | -610 | -1.2% | -$4,947 | 减仓 |
| SSNC | SS&C TECH HLDGS | $41.54万 | 0.02% | 6,148 | -948 | -13.4% | -$6.41万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $41.56万 | 0.02% | 5,022 | -2,898 | -36.6% | -$23.98万 | 减仓 |
| PTCT | PTC THERAPEUTICS INC | $41.71万 | 0.02% | 6,122 | 305 | 5.2% | $2.08万 | 加仓 |
| NNN | NNN REIT INC | $41.73万 | 0.02% | 9,928 | -2,354 | -19.2% | -$9.89万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $41.77万 | 0.02% | 4,217 | -1,405 | -25.0% | -$13.92万 | 减仓 |
| L | LOEWS CORP | $41.81万 | 0.02% | 3,917 | 21 | 0.5% | $2,242 | 加仓 |
| MAS | MASCO CORP | $41.82万 | 0.02% | 6,927 | 99 | 1.4% | $5,977 | 加仓 |
| ASH | ASHLAND INC | $41.84万 | 0.02% | 7,524 | -593 | -7.3% | -$3.30万 | 减仓 |
| OTTR | OTTER TAIL CORP | $41.89万 | 0.02% | 4,772 | 175 | 3.8% | $1.54万 | 加仓 |
| SNX | TD SYNNEX CORPORATION | $42.09万 | 0.02% | 2,495 | 2,495 | — | $42.09万 | 新建仓 |
| — | CLOUGH GLOBAL DIVID & INCOME | $42.28万 | 0.02% | 71,423 | -708 | -1.0% | -$4,191 | 减仓 |
| ALB | ALBEMARLE CORP | $42.32万 | 0.02% | 2,357 | 2,357 | — | $42.32万 | 新建仓 |
| IWP | ISHARES TR | $42.33万 | 0.02% | 3,304 | 3,304 | — | $42.33万 | 新建仓 |
| NGVT | INGEVITY CORP | $42.35万 | 0.02% | 5,946 | 549 | 10.2% | $3.91万 | 加仓 |
| MCO | MOODYS CORP | $42.41万 | 0.02% | 972 | 493 | 102.9% | $21.51万 | 加仓 |
| EMXC | ISHARES INC | $42.48万 | 0.02% | 5,400 | 0 | 0.0% | — | 不变 |
| CHW | CALAMOS GBL DYN INCOME FUND | $42.67万 | 0.02% | 58,770 | 645 | 1.1% | $4,683 | 加仓 |
| AGX | ARGAN INC | $42.70万 | 0.02% | 784 | 784 | — | $42.70万 | 新建仓 |
| ALC | ALCON AG | $42.71万 | 0.02% | 5,668 | 5,668 | — | $42.71万 | 新建仓 |
| SMFG | SUMITOMO MITSUI FIN GRP INC | $42.78万 | 0.02% | 21,662 | 1,772 | 8.9% | $3.50万 | 加仓 |
| NUBD | NUSHARES ETF TR | $42.83万 | 0.02% | 19,282 | -388 | -2.0% | -$8,617 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $43.03万 | 0.02% | 8,717 | 2,628 | 43.2% | $12.97万 | 加仓 |
| — | NUVEEN PA INVT QUALITY MUN F | $43.05万 | 0.02% | 36,089 | -430 | -1.2% | -$5,130 | 减仓 |
| EWBC | EAST WEST BANCORP INC | $43.14万 | 0.02% | 4,041 | 353 | 9.6% | $3.77万 | 加仓 |
| CLMB | CLIMB GLOBAL SOLUTIONS INC | $43.21万 | 0.02% | 21,802 | 1,202 | 5.8% | $2.38万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $43.32万 | 0.02% | 2,510 | -2,808 | -52.8% | -$48.46万 | 减仓 |
| BBWI | BATH & BODY WORKS INC | $43.36万 | 0.02% | 23,222 | -766 | -3.2% | -$1.43万 | 减仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $43.42万 | 0.02% | 27,746 | 3,751 | 15.6% | $5.87万 | 加仓 |
| AA | ALCOA CORP | $43.78万 | 0.02% | 6,601 | 378 | 6.1% | $2.51万 | 加仓 |
| FHI | FEDERATED HERMES INC | $43.81万 | 0.02% | 7,725 | 0 | 0.0% | — | 不变 |
| RPRX | ROYALTY PHARMA PLC | $43.91万 | 0.02% | 9,153 | 1,132 | 14.1% | $5.43万 | 加仓 |
| CLNE | CLEAN ENERGY FUELS CORP | $43.93万 | 0.02% | 177,156 | 18,396 | 11.6% | $4.56万 | 加仓 |
| STT | STATE STR CORP | $44.01万 | 0.02% | 3,477 | 482 | 16.1% | $6.10万 | 加仓 |
| DFIN | DONNELLEY FINL SOLUTIONS INC | $44.19万 | 0.02% | 9,374 | 686 | 7.9% | $3.23万 | 加仓 |
| IDA | IDACORP INC | $44.28万 | 0.02% | 3,097 | 8 | 0.3% | $1,144 | 加仓 |
| CDW | CDW CORP | $44.34万 | 0.02% | 3,664 | 3,664 | — | $44.34万 | 新建仓 |
| ITT | ITT INC | $44.43万 | 0.02% | 2,332 | 662 | 39.6% | $12.61万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $44.43万 | 0.02% | 4,606 | 1,900 | 70.2% | $18.33万 | 加仓 |
| FIS | FIDELITY NATL INFORMATION SV | $44.66万 | 0.02% | 9,520 | 3,630 | 61.6% | $17.03万 | 加仓 |
| EXE | EXPAND ENERGY CORPORATION | $44.71万 | 0.02% | 4,073 | 1,181 | 40.8% | $12.96万 | 加仓 |
| IWR | ISHARES TR | $44.87万 | 0.02% | 4,615 | 810 | 21.3% | $7.88万 | 加仓 |
| LH | LABCORP HOLDINGS INC | $44.99万 | 0.02% | 1,686 | 716 | 73.8% | $19.11万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $45.08万 | 0.02% | 3,075 | 3,075 | — | $45.08万 | 新建仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $45.10万 | 0.02% | 2,867 | 730 | 34.2% | $11.48万 | 加仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $45.21万 | 0.02% | 6,997 | 3,833 | 121.1% | $24.76万 | 加仓 |
| MDB | MONGODB INC | $45.33万 | 0.02% | 1,852 | 445 | 31.6% | $10.89万 | 加仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $45.55万 | 0.02% | 5,654 | 5,654 | — | $45.55万 | 新建仓 |
| O | REALTY INCOME CORP | $46.00万 | 0.02% | 7,518 | 745 | 11.0% | $4.56万 | 加仓 |
| PPL | PPL CORP | $46.08万 | 0.02% | 12,064 | 3,465 | 40.3% | $13.24万 | 加仓 |
| DVY | ISHARES TR | $46.09万 | 0.02% | 3,044 | -50 | -1.6% | -$7,570 | 减仓 |
| NXPI | NXP SEMICONDUCTORS N V | $46.12万 | 0.02% | 2,343 | 263 | 12.6% | $5.18万 | 加仓 |
| VEEV | VEEVA SYS INC | $46.13万 | 0.02% | 2,626 | -501 | -16.0% | -$8.80万 | 减仓 |
| TCMD | TACTILE SYS TECHNOLOGY INC | $46.25万 | 0.02% | 17,700 | 17,700 | — | $46.25万 | 新建仓 |
| PXH | INVESCO EXCH TRADED FD TR II | $46.28万 | 0.02% | 17,197 | 0 | 0.0% | — | 不变 |
| CHTR | CHARTER COMMUNICATIONS INC | $46.35万 | 0.02% | 2,147 | 655 | 43.9% | $14.14万 | 加仓 |
| APLE | APPLE HOSPITALITY REIT INC | $46.36万 | 0.02% | 40,276 | 4,890 | 13.8% | $5.63万 | 加仓 |
| EVR | EVERCORE INC | $46.36万 | 0.02% | 1,553 | 299 | 23.8% | $8.93万 | 加仓 |
| — | BANCROFT FD LTD | $46.43万 | 0.02% | 21,555 | 14 | 0.1% | $302 | 加仓 |
| NBH | NEUBERGER MUN FD INC | $46.59万 | 0.02% | 45,899 | -354 | -0.8% | -$3,593 | 减仓 |
| NTCT | NETSCOUT SYS INC | $46.66万 | 0.02% | 14,676 | 888 | 6.4% | $2.82万 | 加仓 |
| FERG | FERGUSON ENTERPRISES INC | $46.72万 | 0.02% | 2,003 | -431 | -17.7% | -$10.05万 | 减仓 |
| GLPI | GAMING & LEISURE P | $46.92万 | 0.03% | 10,575 | -304 | -2.8% | -$1.35万 | 减仓 |
| ALLE | ALLEGION PLC | $47.11万 | 0.03% | 3,242 | -33 | -1.0% | -$4,795 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $47.33万 | 0.03% | 2,201 | -83 | -3.6% | -$1.78万 | 减仓 |
| HUBS | HUBSPOT INC | $47.62万 | 0.03% | 1,951 | -679 | -25.8% | -$16.57万 | 减仓 |
| SUPN | INDIVIOR PHARMACEUTICALS INC | $47.93万 | 0.03% | 15,724 | 15,724 | — | $47.93万 | 新建仓 |
| ACN | ACCENTURE PLC IRELAND | $48.09万 | 0.03% | 2,425 | -4,343 | -64.2% | -$86.12万 | 减仓 |
| TAK | TAKEDA PHARMACEUTICAL CO LTD | $48.21万 | 0.03% | 26,029 | 1,125 | 4.5% | $2.08万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $48.22万 | 0.03% | 1,680 | 137 | 8.9% | $3.93万 | 加仓 |
| ALL | ALLSTATE CORP | $48.29万 | 0.03% | 2,329 | -463 | -16.6% | -$9.60万 | 减仓 |
| KALU | KAISER ALUMINIUM CORPORATION | $48.38万 | 0.03% | 4,015 | 4,015 | — | $48.38万 | 新建仓 |
| CWK | CUSHMAN AND WAKEFIELD LTD | $48.45万 | 0.03% | 39,520 | 39,520 | — | $48.45万 | 新建仓 |
| WM | WASTE MGMT INC DEL | $48.48万 | 0.03% | 2,110 | 654 | 44.9% | $15.03万 | 加仓 |
| DTE | DTE ENERGY CO | $48.56万 | 0.03% | 3,321 | -204 | -5.8% | -$2.98万 | 减仓 |
| MET | METLIFE INC | $48.58万 | 0.03% | 6,870 | -33,428 | -83.0% | -$236.39万 | 减仓 |
| — | JANUS HENDERSON GROUP PLC | $48.82万 | 0.03% | 9,504 | -506 | -5.1% | -$2.60万 | 减仓 |
| FISV | FISERV INC | $48.99万 | 0.03% | 8,779 | 8,779 | — | $48.99万 | 新建仓 |
| DDOG | DATADOG INC | $49.19万 | 0.03% | 4,167 | 127 | 3.1% | $1.50万 | 加仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $49.30万 | 0.03% | 3,034 | 727 | 31.5% | $11.81万 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $49.57万 | 0.03% | 8,803 | 2,397 | 37.4% | $13.50万 | 加仓 |
| THG | HANOVER INS GROUP INC | $49.61万 | 0.03% | 2,862 | 1,211 | 73.3% | $20.99万 | 加仓 |
| WDAY | WORKDAY INC | $49.69万 | 0.03% | 3,825 | 3,825 | — | $49.69万 | 新建仓 |
| TTC | TORO CO | $49.96万 | 0.03% | 5,347 | 637 | 13.5% | $5.95万 | 加仓 |
| CG | CARLYLE GROUP INC | $50.04万 | 0.03% | 10,341 | 10,341 | — | $50.04万 | 新建仓 |
| FR | FIRST INDL RLTY TR INC | $50.12万 | 0.03% | 8,663 | 79 | 0.9% | $4,570 | 加仓 |
| CLX | CLOROX CO DEL | $50.19万 | 0.03% | 4,843 | 1,981 | 69.2% | $20.53万 | 加仓 |
| MMS | MAXIMUS INC | $50.35万 | 0.03% | 7,854 | 24 | 0.3% | $1,538 | 加仓 |
| CMS | CMS ENERGY CORP | $50.61万 | 0.03% | 6,523 | 1,077 | 19.8% | $8.36万 | 加仓 |
| CRH | CRH PLC | $50.61万 | 0.03% | 4,815 | 1,933 | 67.1% | $20.32万 | 加仓 |
| WDI | WESTERN ASSET DIVERSIFIED IN | $50.76万 | 0.03% | 37,769 | -368 | -1.0% | -$4,946 | 减仓 |
| SHOP | SHOPIFY INC | $50.90万 | 0.03% | 4,291 | 1,838 | 74.9% | $21.80万 | 加仓 |
| AAT | AMERICAN ASSETS TR INC | $50.95万 | 0.03% | 27,675 | 2,759 | 11.1% | $5.08万 | 加仓 |
| AZN | ASTRAZENECA PLC | $51.06万 | 0.03% | 2,589 | 2,589 | — | $51.06万 | 新建仓 |