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 |
|---|---|---|---|---|---|---|---|---|
| — | EATON VANCE CALIF MUN INCOM | $23.17万 | 0.01% | 22,021 | -1,606 | -6.8% | -$1.69万 | 减仓 |
| RITM | RITHM CAPITAL CORP | $23.18万 | 0.01% | 24,685 | 10,893 | 79.0% | $10.23万 | 重新持有 |
| AA | ALCOA CORP | $23.23万 | 0.01% | 4,455 | -2,146 | -32.5% | -$11.19万 | 减仓 |
| MLM | MARTIN MARIETTA MATLS INC | $23.29万 | 0.01% | 404 | -675 | -62.6% | -$38.92万 | 减仓 |
| CNA | CNA FINL CORP | $23.31万 | 0.01% | 4,795 | 4,795 | — | $23.31万 | 新建仓 |
| STM | STMICROELECTRONICS N V | $23.37万 | 0.01% | 3,121 | 3,121 | — | $23.37万 | 新建仓 |
| WH | WYNDHAM HOTELS & RESORTS INC | $23.41万 | 0.01% | 2,780 | 2,780 | — | $23.41万 | 新建仓 |
| SMCI | SUPER MICRO COMPUTER INC | $23.48万 | 0.01% | 8,005 | 8,005 | — | $23.48万 | 新建仓 |
| ETN | EATON CORP PLC | $23.49万 | 0.01% | 550 | -4,197 | -88.4% | -$179.24万 | 减仓 |
| CWEN | CLEARWAY ENERGY INC | $23.52万 | 0.01% | 6,882 | 6,882 | — | $23.52万 | 新建仓 |
| EW | EDWARDS LIFESCIENCES CORP | $23.64万 | 0.01% | 2,613 | -2,033 | -43.8% | -$18.39万 | 减仓 |
| KBH | KB HOME | $23.68万 | 0.01% | 3,783 | -2,215 | -36.9% | -$13.86万 | 减仓 |
| BDC | BELDEN INC | $23.68万 | 0.01% | 1,974 | -3,778 | -65.7% | -$45.32万 | 减仓 |
| TD | TORONTO DOMINION BK ONT | $23.94万 | 0.01% | 1,972 | -1,561 | -44.2% | -$18.95万 | 减仓 |
| INSM | INSMED INC | $23.98万 | 0.01% | 2,249 | 2,249 | — | $23.98万 | 新建仓 |
| NEU | NEWMARKET CORP | $23.98万 | 0.01% | 302 | 302 | — | $23.98万 | 新建仓 |
| FERG | FERGUSON ENTERPRISES INC | $24.02万 | 0.01% | 1,005 | -998 | -49.8% | -$23.85万 | 减仓 |
| UDR | UDR INC | $24.04万 | 0.01% | 6,022 | 6,022 | — | $24.04万 | 新建仓 |
| WTM | WHITE MTNS INS GROUP LTD | $24.05万 | 0.01% | 116 | 116 | — | $24.05万 | 新建仓 |
| ENB | ENBRIDGE INC | $24.07万 | 0.01% | 4,439 | -1,747 | -28.2% | -$9.47万 | 减仓 |
| PENN | PENN ENTERTAINMENT INC | $24.07万 | 0.01% | 11,270 | 11,270 | — | $24.07万 | 新建仓 |
| LOAR | LOAR HOLDINGS INC | $24.09万 | 0.01% | 2,988 | 2,988 | — | $24.09万 | 新建仓 |
| ADT | ADT INC DEL | $24.11万 | 0.01% | 36,793 | -293,789 | -88.9% | -$192.55万 | 减仓 |
| VKTX | VIKING THERAPEUTICS INC | $24.12万 | 0.01% | 6,182 | 6,182 | — | $24.12万 | 新建仓 |
| WAT | WATERS CORP | $24.17万 | 0.01% | 645 | -155 | -19.4% | -$5.81万 | 减仓 |
| LITE | LUMENTUM HLDGS INC | $24.28万 | 0.01% | 283 | -100 | -26.1% | -$8.58万 | 减仓 |
| IVE | ISHARES TR | $24.36万 | 0.01% | 1,073 | 118 | 12.4% | $2.68万 | 加仓 |
| HQL | ABRDN LIFE SCIENCES INVESTOR | $24.41万 | 0.01% | 12,197 | 443 | 3.8% | $8,864 | 加仓 |
| VIGI | VANGUARD WHITEHALL FDS | $24.44万 | 0.01% | 2,617 | -24,524 | -90.4% | -$229.01万 | 减仓 |
| DLTR | DOLLAR TREE INC | $24.52万 | 0.01% | 2,027 | -20,441 | -91.0% | -$247.23万 | 减仓 |
| FR | FIRST INDL RLTY TR INC | $24.55万 | 0.02% | 3,961 | -4,702 | -54.3% | -$29.14万 | 减仓 |
| SSB | SOUTHSTATE BK CORP | $24.63万 | 0.02% | 2,465 | 2,465 | — | $24.63万 | 新建仓 |
| CRL | CHARLES RIV LABS INTL INC | $24.63万 | 0.02% | 1,086 | 1,086 | — | $24.63万 | 新建仓 |
| ED | CONSOLIDATED EDISON INC | $24.65万 | 0.02% | 2,228 | -3,047 | -57.8% | -$33.71万 | 减仓 |
| CROX | CROCS INC | $24.70万 | 0.02% | 2,047 | 2,047 | — | $24.70万 | 新建仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $24.73万 | 0.02% | 689 | -368 | -34.8% | -$13.21万 | 重新持有 |
| KF | KOREA FD INC | $24.82万 | 0.02% | 3,300 | 3,300 | — | $24.82万 | 新建仓 |
| FHN | FIRST HORIZON CORPORATION | $24.85万 | 0.02% | 9,616 | -7,543 | -44.0% | -$19.50万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $24.86万 | 0.02% | 4,044 | -901 | -18.2% | -$5.54万 | 减仓 |
| USFD | US FOODS HLDG CORP | $24.90万 | 0.02% | 2,435 | -1,586 | -39.4% | -$16.22万 | 减仓 |
| UNM | UNUM GROUP | $24.94万 | 0.02% | 2,790 | -726 | -20.6% | -$6.49万 | 减仓 |
| MKTX | MARKETAXESS HLDGS INC | $24.95万 | 0.02% | 2,198 | -3,502 | -61.4% | -$39.74万 | 减仓 |
| R | RYDER SYS INC | $24.98万 | 0.02% | 947 | 947 | — | $24.98万 | 新建仓 |
| SW | SMURFIT WESTROCK PLC | $25.08万 | 0.02% | 5,420 | 5,420 | — | $25.08万 | 新建仓 |
| ACI | ALBERTSONS COMPANIES INC | $25.09万 | 0.02% | 18,546 | 18,546 | — | $25.09万 | 新建仓 |
| MAT | MATTEL INC | $25.20万 | 0.02% | 18,159 | 7,879 | 76.6% | $10.94万 | 加仓 |
| HOG | HARLEY DAVIDSON INC | $25.22万 | 0.02% | 10,311 | 10,311 | — | $25.22万 | 新建仓 |
| BDJ | BLACKROCK ENHANCED EQUITY DI | $25.24万 | 0.02% | 26,374 | -5,883 | -18.2% | -$5.63万 | 减仓 |
| COP | CONOCOPHILLIPS | $25.25万 | 0.02% | 2,429 | -5,215 | -68.2% | -$54.21万 | 减仓 |
| HALO | HALOZYME THERAPEUTICS INC | $25.34万 | 0.02% | 3,238 | 3,238 | — | $25.34万 | 新建仓 |
| CHDN | CHURCHILL DOWNS INC | $25.48万 | 0.02% | 2,842 | 2,842 | — | $25.48万 | 新建仓 |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $25.50万 | 0.02% | 4,456 | -2,806 | -38.6% | -$16.06万 | 减仓 |
| CVNA | CARVANA CO | $25.51万 | 0.02% | 3,876 | 3,876 | — | $25.51万 | 新建仓 |
| ASTS | AST SPACEMOBILE INC | $25.55万 | 0.02% | 2,875 | 2,875 | — | $25.55万 | 新建仓 |
| CINF | CINCINNATI FINL CORP | $25.59万 | 0.02% | 1,376 | -2,055 | -59.9% | -$38.22万 | 减仓 |
| FTV | FORTIVE CORP | $25.62万 | 0.02% | 4,189 | 7 | 0.2% | $428 | 加仓 |
| — | ELECTRONIC ARTS INC | $25.67万 | 0.02% | 1,252 | -296 | -19.1% | -$6.07万 | 减仓 |
| FICO | FAIR ISAAC CORP | $25.69万 | 0.02% | 215 | 215 | — | $25.69万 | 新建仓 |
| EXR | EXTRA SPACE STORAGE INC | $25.74万 | 0.02% | 1,771 | -215 | -10.8% | -$3.13万 | 减仓 |
| HIMS | HIMS & HERS HEALTH INC | $25.77万 | 0.02% | 7,433 | 7,433 | — | $25.77万 | 新建仓 |
| IP | INTERNATIONAL PAPER CO | $25.78万 | 0.02% | 6,767 | 6,767 | — | $25.78万 | 新建仓 |
| TS | TENARIS S A | $25.83万 | 0.02% | 4,654 | -266 | -5.4% | -$1.48万 | 减仓 |
| WSC | WILLSCOT HLDGS CORP | $25.92万 | 0.02% | 8,983 | 8,983 | — | $25.92万 | 新建仓 |
| POR | PORTLAND GEN ELEC CO | $26.04万 | 0.02% | 4,969 | 246 | 5.2% | $1.29万 | 加仓 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $26.04万 | 0.02% | 989 | -213 | -17.7% | -$5.61万 | 重新持有 |
| ISRG | INTUITIVE SURGICAL INC | $26.09万 | 0.02% | 656 | -703 | -51.7% | -$27.96万 | 减仓 |
| BSY | BENTLEY SYS INC | $26.09万 | 0.02% | 8,730 | 8,730 | — | $26.09万 | 新建仓 |
| SYK | STRYKER CORPORATION | $26.10万 | 0.02% | 827 | -1,693 | -67.2% | -$53.43万 | 减仓 |
| BIO | BIO RAD LABS INC | $26.13万 | 0.02% | 890 | 890 | — | $26.13万 | 新建仓 |
| PK | PARK HOTELS & RESORTS INC | $26.25万 | 0.02% | 18,100 | -4,256 | -19.0% | -$6.17万 | 减仓 |
| GHC | GRAHAM HLDGS CO | $26.25万 | 0.02% | 230 | 230 | — | $26.25万 | 新建仓 |
| ACHC | ACADIA HEALTHCARE COMPANY IN | $26.27万 | 0.02% | 8,897 | 8,897 | — | $26.27万 | 新建仓 |
| MRNA | MODERNA INC | $26.28万 | 0.02% | 3,753 | 3,753 | — | $26.28万 | 新建仓 |
| SHOP | SHOPIFY INC | $26.28万 | 0.02% | 2,302 | -1,989 | -46.4% | -$22.71万 | 减仓 |
| DBX | DROPBOX INC | $26.34万 | 0.02% | 9,590 | 9,590 | — | $26.34万 | 新建仓 |
| SCCO | SOUTHERN COPPER CORP | $26.39万 | 0.02% | 1,514 | 1,514 | — | $26.39万 | 新建仓 |
| CSL | CARLISLE COS INC | $26.41万 | 0.02% | 728 | 728 | — | $26.41万 | 新建仓 |
| CBT | CABOT CORP | $26.41万 | 0.02% | 2,908 | 2,908 | — | $26.41万 | 新建仓 |
| OKLO | OKLO INC | $26.47万 | 0.02% | 5,059 | 5,059 | — | $26.47万 | 新建仓 |
| BTX | BLACKROCK TECH AND PRIVATE E | $26.48万 | 0.02% | 29,321 | 2,126 | 7.8% | $1.92万 | 加仓 |
| SITE | SITEONE LANDSCAPE SUPPLY INC | $26.54万 | 0.02% | 2,320 | -2,269 | -49.4% | -$25.96万 | 减仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $26.55万 | 0.02% | 882 | -218 | -19.8% | -$6.56万 | 减仓 |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $26.66万 | 0.02% | 701 | 701 | — | $26.66万 | 新建仓 |
| PSA | PUBLIC STORAGE | $26.84万 | 0.02% | 843 | -11 | -1.3% | -$3,502 | 减仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $26.85万 | 0.02% | 4,194 | 1,062 | 33.9% | $6.80万 | 重新持有 |
| DSM | BNY MELLON STRATEGIC MUN BD | $26.87万 | 0.02% | 43,690 | 15,279 | 53.8% | $9.40万 | 加仓 |
| WEX | WEX INC | $26.89万 | 0.02% | 1,906 | -207 | -9.8% | -$2.92万 | 减仓 |
| STAG | STAG INDUSTRIAL INC | $27.32万 | 0.02% | 7,105 | 7,105 | — | $27.32万 | 新建仓 |
| OMF | ONEMAIN HLDGS INC | $27.33万 | 0.02% | 4,482 | 1,308 | 41.2% | $7.98万 | 重新持有 |
| MYN | BLACKROCK MUNIYIELD N Y QUAL | $27.43万 | 0.02% | 26,892 | -4,671 | -14.8% | -$4.76万 | 减仓 |
| LPX | LOUISIANA PAC CORP | $27.44万 | 0.02% | 3,489 | 3,489 | — | $27.44万 | 新建仓 |
| AMKR | AMKOR TECHNOLOGY INC | $27.53万 | 0.02% | 3,193 | -4,422 | -58.1% | -$38.13万 | 减仓 |
| DDS | DILLARDS INC | $27.60万 | 0.02% | 522 | 522 | — | $27.60万 | 新建仓 |
| — | NEW GERMANY FD INC | $27.69万 | 0.02% | 24,161 | -1,773 | -6.8% | -$2.03万 | 减仓 |
| BWA | BORGWARNER INC | $27.78万 | 0.02% | 4,184 | -10,732 | -71.9% | -$71.25万 | 减仓 |
| MXF | MEXICO FD INC | $27.83万 | 0.02% | 12,724 | 12,724 | — | $27.83万 | 新建仓 |
| HUM | HUMANA INC | $27.84万 | 0.02% | 699 | 699 | — | $27.84万 | 新建仓 |
| SR | SPIRE INC | $27.85万 | 0.02% | 3,519 | -2,133 | -37.7% | -$16.88万 | 减仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $27.87万 | 0.02% | 1,725 | 0 | 0.0% | — | 重新持有 |
| ENFR | ALPS ETF TR | $27.87万 | 0.02% | 7,316 | 7,316 | — | $27.87万 | 新建仓 |