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 |
|---|---|---|---|---|---|---|---|---|
| URI | UNITED RENTALS INC | $51.07万 | 0.03% | 701 | 166 | 31.0% | $12.09万 | 加仓 |
| CCL | CARNIVAL CORP | $51.10万 | 0.03% | 19,745 | 7,273 | 58.3% | $18.82万 | 加仓 |
| — | DUPONT DE NEMOURS INC | $51.16万 | 0.03% | 11,170 | 490 | 4.6% | $2.24万 | 加仓 |
| SR | SPIRE INC | $51.17万 | 0.03% | 5,652 | -140 | -2.4% | -$1.27万 | 减仓 |
| SANM | SANMINA CORP | $51.22万 | 0.03% | 3,951 | 163 | 4.3% | $2.11万 | 加仓 |
| TRMB | TRIMBLE INC | $51.37万 | 0.03% | 7,875 | 520 | 7.1% | $3.39万 | 加仓 |
| SAN | BANCO SANTANDER SA | $51.38万 | 0.03% | 45,547 | 6,799 | 17.5% | $7.67万 | 加仓 |
| PODD | INSULET CORP | $51.41万 | 0.03% | 2,450 | 1,510 | 160.6% | $31.69万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $51.55万 | 0.03% | 13,418 | 8,284 | 161.4% | $31.83万 | 加仓 |
| RBLX | ROBLOX CORP | $52.06万 | 0.03% | 9,205 | -9,949 | -51.9% | -$56.27万 | 减仓 |
| PYPL | PAYPAL HLDGS INC | $52.07万 | 0.03% | 11,512 | 123 | 1.1% | $5,563 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $52.12万 | 0.03% | 6,575 | -2,437 | -27.0% | -$19.32万 | 减仓 |
| HRMY | HARMONY BIOSCIENCES HLDGS IN | $52.19万 | 0.03% | 18,632 | 18,632 | — | $52.19万 | 新建仓 |
| LBRT | LIBERTY ENERGY INC | $52.58万 | 0.03% | 18,255 | 18,255 | — | $52.58万 | 新建仓 |
| — | SOURCE CAPITAL | $52.65万 | 0.03% | 11,366 | -45 | -0.4% | -$2,084 | 减仓 |
| ES | EVERSOURCE ENERGY | $52.81万 | 0.03% | 7,623 | 1,401 | 22.5% | $9.71万 | 加仓 |
| PDX | PIMCO DYNAMIC INCOME STRATEG | $52.82万 | 0.03% | 23,945 | 5,190 | 27.7% | $11.45万 | 加仓 |
| BKR | BAKER HUGHES COMPANY | $52.89万 | 0.03% | 8,663 | 203 | 2.4% | $1.24万 | 加仓 |
| AEE | AMEREN CORP | $53.08万 | 0.03% | 4,829 | 580 | 13.7% | $6.38万 | 加仓 |
| ARW | ARROW ELECTRS INC | $53.22万 | 0.03% | 3,711 | -529 | -12.5% | -$7.59万 | 减仓 |
| LULU | LULULEMON ATHLETICA INC | $53.37万 | 0.03% | 3,486 | 3,486 | — | $53.37万 | 新建仓 |
| VRP | INVESCO EXCH TRADED FD TR II | $53.43万 | 0.03% | 22,280 | 0 | 0.0% | — | 不变 |
| SONY | SONY GROUP CORP | $53.49万 | 0.03% | 25,839 | 5,533 | 27.2% | $11.45万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $53.54万 | 0.03% | 8,532 | 5,410 | 173.3% | $33.95万 | 加仓 |
| BLBD | BLUE BIRD CORP | $53.72万 | 0.03% | 9,460 | 863 | 10.0% | $4.90万 | 加仓 |
| NI | NISOURCE INC | $53.95万 | 0.03% | 11,563 | 401 | 3.6% | $1.87万 | 加仓 |
| CINF | CINCINNATI FINL CORP | $53.99万 | 0.03% | 3,431 | 155 | 4.7% | $2.44万 | 加仓 |
| IT | GARTNER INC | $54.14万 | 0.03% | 3,419 | 178 | 5.5% | $2.82万 | 加仓 |
| WWD | WOODWARD INC | $54.33万 | 0.03% | 1,518 | 221 | 17.0% | $7.91万 | 加仓 |
| MHK | MOHAWK INDS INC | $54.40万 | 0.03% | 5,525 | 2,488 | 81.9% | $24.50万 | 加仓 |
| ETR | ENTERGY CORP NEW | $54.42万 | 0.03% | 4,843 | 1,425 | 41.7% | $16.01万 | 加仓 |
| APP | APPLOVIN CORP | $54.57万 | 0.03% | 1,371 | 64 | 4.9% | $2.55万 | 加仓 |
| EBS | EMERGENT BIOSOLUTIONS INC | $54.58万 | 0.03% | 65,754 | 65,754 | — | $54.58万 | 新建仓 |
| CW | CURTISS WRIGHT CORP | $54.83万 | 0.03% | 805 | 35 | 4.5% | $2.38万 | 加仓 |
| OXY | OCCIDENTAL PETE CORP | $54.87万 | 0.03% | 8,441 | 8,441 | — | $54.87万 | 新建仓 |
| ADUS | ADDUS HOMECARE CORP | $54.98万 | 0.03% | 5,871 | 273 | 4.9% | $2.56万 | 加仓 |
| IMCG | ISHARES TR | $55.04万 | 0.03% | 6,987 | 0 | 0.0% | — | 不变 |
| WRB | BERKLEY W R CORP | $55.06万 | 0.03% | 8,307 | -328 | -3.8% | -$2.17万 | 减仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $55.18万 | 0.03% | 1,138 | 285 | 33.4% | $13.82万 | 加仓 |
| VHT | VANGUARD WORLD FD | $55.47万 | 0.03% | 2,037 | 1,283 | 170.2% | $34.93万 | 加仓 |
| FIVE | FIVE BELOW INC | $55.66万 | 0.03% | 2,436 | 509 | 26.4% | $11.63万 | 加仓 |
| MUC | BLACKROCK MUNIHLDNGS CALI | $55.66万 | 0.03% | 53,518 | 21,722 | 68.3% | $22.59万 | 加仓 |
| EFX | EQUIFAX INC | $55.68万 | 0.03% | 3,092 | 2,030 | 191.1% | $36.55万 | 加仓 |
| TW | TRADEWEB MKTS INC | $56.12万 | 0.03% | 4,770 | 346 | 7.8% | $4.07万 | 加仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $56.39万 | 0.03% | 932 | 31 | 3.4% | $1.88万 | 加仓 |
| PGR | PROGRESSIVE CORP | $56.46万 | 0.03% | 2,848 | -720 | -20.2% | -$14.27万 | 减仓 |
| TCBI | TEXAS CAP BANCSHARES INC | $56.80万 | 0.03% | 5,987 | 98 | 1.7% | $9,298 | 加仓 |
| RGLD | ROYAL GOLD INC | $57.03万 | 0.03% | 2,241 | 21 | 0.9% | $5,344 | 加仓 |
| CALM | CAL MAINE FOODS INC | $57.05万 | 0.03% | 7,207 | 304 | 4.4% | $2.41万 | 加仓 |
| VC | VISTEON CORP | $57.28万 | 0.03% | 6,287 | 433 | 7.4% | $3.95万 | 加仓 |
| CRBG | COREBRIDGE FINL INC | $57.39万 | 0.03% | 24,053 | -6,356 | -20.9% | -$15.17万 | 减仓 |
| ADSK | AUTODESK INC | $57.74万 | 0.03% | 2,412 | -1,056 | -30.4% | -$25.28万 | 减仓 |
| GIS | GENERAL MILLS INC | $57.80万 | 0.03% | 15,528 | 2,318 | 17.5% | $8.63万 | 加仓 |
| FAST | FASTENAL CO | $57.84万 | 0.03% | 12,465 | 560 | 4.7% | $2.60万 | 加仓 |
| LEA | LEAR CORP | $57.97万 | 0.03% | 4,788 | 2,340 | 95.6% | $28.33万 | 加仓 |
| EAGG | ISHARES TR | $58.11万 | 0.03% | 12,221 | -458 | -3.6% | -$2.18万 | 减仓 |
| ET | ENERGY TRANSFER L P | $58.28万 | 0.03% | 30,199 | 15,099 | 100.0% | $29.14万 | 加仓 |
| NTRS | NORTHERN TR CORP | $58.71万 | 0.03% | 4,206 | 334 | 8.6% | $4.66万 | 加仓 |
| PNFP | PINNACLE FINL PARTNERS INC | $58.83万 | 0.03% | 6,830 | 6,830 | — | $58.83万 | 新建仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $58.83万 | 0.03% | 2,476 | -219 | -8.1% | -$5.20万 | 减仓 |
| IVZ | INVESCO LTD | $58.85万 | 0.03% | 24,227 | 2,767 | 12.9% | $6.72万 | 加仓 |
| BPOP | POPULAR INC | $58.90万 | 0.03% | 4,390 | -72 | -1.6% | -$9,660 | 减仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $59.04万 | 0.03% | 8,138 | -461 | -5.4% | -$3.34万 | 减仓 |
| RWL | INVESCO EXCH TRADED FD TR II | $59.11万 | 0.03% | 5,144 | -603 | -10.5% | -$6.93万 | 减仓 |
| MSCI | MSCI INC | $59.13万 | 0.03% | 1,097 | 367 | 50.3% | $19.78万 | 加仓 |
| TWLO | TWILIO INC | $59.40万 | 0.03% | 4,721 | 594 | 14.4% | $7.47万 | 加仓 |
| EBF | ENNIS INC | $59.51万 | 0.03% | 27,780 | 2,050 | 8.0% | $4.39万 | 加仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $59.56万 | 0.03% | 35,856 | 15,056 | 72.4% | $25.01万 | 加仓 |
| AMP | AMERIPRISE FINL INC | $59.64万 | 0.03% | 1,342 | 321 | 31.4% | $14.27万 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $59.70万 | 0.03% | 5,275 | -341 | -6.1% | -$3.86万 | 减仓 |
| HST | HOST HOTELS & RESORTS INC | $59.75万 | 0.03% | 31,186 | -2,935 | -8.6% | -$5.62万 | 减仓 |
| FTDR | FRONTDOOR INC | $59.80万 | 0.03% | 11,312 | 312 | 2.8% | $1.65万 | 加仓 |
| SHLD | GLOBAL X FDS | $59.99万 | 0.03% | 8,469 | 8,469 | — | $59.99万 | 新建仓 |
| BHE | BENCHMARK ELECTRS INC | $60.12万 | 0.03% | 10,724 | 481 | 4.7% | $2.70万 | 加仓 |
| VTR | VENTAS INC | $60.25万 | 0.03% | 7,367 | -956 | -11.5% | -$7.82万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $60.33万 | 0.03% | 1,545 | -62 | -3.9% | -$2.42万 | 减仓 |
| GRBK | GREEN BRICK PARTNERS INC | $60.59万 | 0.03% | 9,401 | 449 | 5.0% | $2.89万 | 加仓 |
| PAYX | PAYCHEX INC | $60.62万 | 0.03% | 6,581 | 2,827 | 75.3% | $26.04万 | 加仓 |
| — | LAZARD GLOBAL TOTAL RETURN & | $60.64万 | 0.03% | 37,690 | -143 | -0.4% | -$2,301 | 减仓 |
| HURN | HURON CONSULTING GROUP INC | $60.81万 | 0.03% | 4,770 | 4,770 | — | $60.81万 | 新建仓 |
| SITE | SITEONE LANDSCAPE SUPPLY INC | $61.08万 | 0.03% | 4,589 | 1,263 | 38.0% | $16.81万 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $61.30万 | 0.03% | 2,016 | 145 | 7.7% | $4.41万 | 加仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $61.35万 | 0.03% | 19,165 | -12,958 | -40.3% | -$41.48万 | 减仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $61.53万 | 0.03% | 2,179 | 442 | 25.4% | $12.48万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $61.62万 | 0.03% | 3,033 | 560 | 22.6% | $11.38万 | 加仓 |
| TREE | LENDINGTREE INC | $61.89万 | 0.03% | 14,434 | 14,434 | — | $61.89万 | 新建仓 |
| LRN | STRIDE INC | $61.95万 | 0.03% | 7,026 | 721 | 11.4% | $6.36万 | 加仓 |
| SPNT | SIRIUSPOINT LTD | $62.05万 | 0.03% | 28,806 | 2,595 | 9.9% | $5.59万 | 加仓 |
| SWK | STANLEY BLACK & DECKER INC | $62.40万 | 0.03% | 8,781 | 5,066 | 136.4% | $36.00万 | 加仓 |
| SFM | SPROUTS FMRS MKT INC | $62.54万 | 0.03% | 8,109 | 1,211 | 17.6% | $9.34万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $62.65万 | 0.03% | 1,359 | 493 | 56.9% | $22.73万 | 加仓 |
| DLR | DIGITAL RLTY TR INC | $62.66万 | 0.03% | 3,477 | -136 | -3.8% | -$2.45万 | 减仓 |
| GTX | GARRETT MOTION INC | $62.89万 | 0.03% | 34,612 | 34,612 | — | $62.89万 | 新建仓 |
| JOF | JAPAN SMALLER CAPITALIZATION | $62.94万 | 0.03% | 57,744 | -146 | -0.3% | -$1,591 | 减仓 |
| REXR | REXFORD INDL RLTY INC | $63.01万 | 0.03% | 19,252 | -3,206 | -14.3% | -$10.49万 | 减仓 |
| PR | PERMIAN RESOURCES CORP | $63.18万 | 0.03% | 29,634 | 5,006 | 20.3% | $10.67万 | 加仓 |
| GIII | G III APPAREL GROUP LTD | $63.19万 | 0.03% | 22,812 | 1,765 | 8.4% | $4.89万 | 加仓 |
| VISN | VISTANCE NETWORKS INC | $63.22万 | 0.03% | 34,734 | 2,815 | 8.8% | $5.12万 | 加仓 |
| WY | WEYERHAEUSER CO | $63.25万 | 0.03% | 25,891 | 25,891 | — | $63.25万 | 新建仓 |
| MLM | MARTIN MARIETTA MATLS INC | $63.52万 | 0.03% | 1,079 | -114 | -9.6% | -$6.71万 | 减仓 |