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 |
|---|---|---|---|---|---|---|---|---|
| GAP | GAP INC | $63.66万 | 0.03% | 26,306 | 13,063 | 98.6% | $31.61万 | 加仓 |
| TNL | TRAVEL PLUS LEISURE CO | $64.14万 | 0.03% | 9,270 | 156 | 1.7% | $1.08万 | 加仓 |
| FHB | FIRST HAWAIIAN INC | $64.32万 | 0.03% | 26,105 | 406 | 1.6% | $1.00万 | 加仓 |
| LNG | CHENIERE ENERGY INC | $64.33万 | 0.03% | 2,267 | 57 | 2.6% | $1.62万 | 加仓 |
| ESGE | ISHARES INC | $64.34万 | 0.03% | 14,151 | -194 | -1.4% | -$8,821 | 减仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $64.47万 | 0.03% | 37,991 | -87,853 | -69.8% | -$149.09万 | 减仓 |
| BIIB | BIOGEN INC | $64.83万 | 0.03% | 3,536 | 353 | 11.1% | $6.47万 | 加仓 |
| EOG | EOG RES INC | $64.87万 | 0.03% | 4,487 | 790 | 21.4% | $11.42万 | 加仓 |
| LVS | LAS VEGAS SANDS CORP | $65.03万 | 0.03% | 12,069 | -6,739 | -35.8% | -$36.31万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $65.26万 | 0.03% | 7,657 | 189 | 2.5% | $1.61万 | 加仓 |
| SLB | SLB LIMITED | $65.73万 | 0.04% | 12,791 | 2,100 | 19.6% | $10.79万 | 加仓 |
| BDC | BELDEN INC | $66.05万 | 0.04% | 5,752 | 191 | 3.4% | $2.19万 | 加仓 |
| — | COTERRA ENERGY INC | $66.09万 | 0.04% | 18,806 | -2,235 | -10.6% | -$7.85万 | 减仓 |
| HAS | HASBRO INC | $66.28万 | 0.04% | 7,081 | -472 | -6.2% | -$4.42万 | 减仓 |
| FLR | FLUOR CORP | $66.50万 | 0.04% | 14,255 | -157 | -1.1% | -$7,324 | 减仓 |
| LUV | SOUTHWEST AIRLS CO | $66.57万 | 0.04% | 17,718 | 17,718 | — | $66.57万 | 新建仓 |
| ZION | ZIONS BANCORPORATION NATL AS | $66.88万 | 0.04% | 11,607 | 958 | 9.0% | $5.52万 | 加仓 |
| LNC | LINCOLN NATL CORP IND | $66.90万 | 0.04% | 18,845 | 13,757 | 270.4% | $48.84万 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $67.00万 | 0.04% | 9,246 | 605 | 7.0% | $4.38万 | 加仓 |
| BNY | BANK NEW YORK MELLON CORP | $67.48万 | 0.04% | 5,689 | 1,651 | 40.9% | $19.58万 | 加仓 |
| RMBS | RAMBUS INC DEL | $67.77万 | 0.04% | 7,878 | 539 | 7.3% | $4.64万 | 加仓 |
| — | PRINCIPAL REAL ESTATE INCOME | $68.12万 | 0.04% | 70,887 | -4 | -0.0% | -$38 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $68.22万 | 0.04% | 1,388 | 118 | 9.3% | $5.80万 | 加仓 |
| WWW | WOLVERINE WORLD WIDE INC | $68.40万 | 0.04% | 41,909 | 3,284 | 8.5% | $5.36万 | 加仓 |
| ATO | ATMOS ENERGY CORP | $68.81万 | 0.04% | 3,725 | 99 | 2.7% | $1.83万 | 加仓 |
| UNFI | UNITED NAT FOODS INC | $69.38万 | 0.04% | 15,397 | 853 | 5.9% | $3.84万 | 加仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $69.49万 | 0.04% | 5,106 | 1,792 | 54.1% | $24.39万 | 加仓 |
| GWW | WW GRAINGER INC | $69.59万 | 0.04% | 638 | 14 | 2.2% | $1.53万 | 加仓 |
| BFH | BREAD FINANCIAL HOLDINGS INC | $69.70万 | 0.04% | 9,306 | 448 | 5.1% | $3.36万 | 加仓 |
| INVX | INNOVEX INTERNATIONAL INC | $69.87万 | 0.04% | 28,647 | 1,732 | 6.4% | $4.22万 | 加仓 |
| HAFC | HANMI FINL CORP | $70.13万 | 0.04% | 26,606 | 1,171 | 4.6% | $3.09万 | 加仓 |
| ESGU | ISHARES TR | $70.16万 | 0.04% | 4,961 | 0 | 0.0% | — | 不变 |
| LECO | LINCOLN ELEC HLDGS INC | $70.54万 | 0.04% | 2,832 | -27 | -0.9% | -$6,725 | 减仓 |
| — | NUVEEN MULTI ASSET INCOME FU | $70.63万 | 0.04% | 56,962 | -619 | -1.1% | -$7,676 | 减仓 |
| VLY | VALLEY NATL BANCORP | $70.73万 | 0.04% | 57,596 | 3,214 | 5.9% | $3.95万 | 加仓 |
| QXO | QXO INC | $70.79万 | 0.04% | 36,452 | 36,452 | — | $70.79万 | 新建仓 |
| MD | PEDIATRIX MEDICAL GROUP INC | $70.83万 | 0.04% | 33,115 | 3,733 | 12.7% | $7.98万 | 加仓 |
| LYFT | LYFT INC | $70.83万 | 0.04% | 53,259 | -3,528 | -6.2% | -$4.69万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $70.96万 | 0.04% | 2,726 | 64 | 2.4% | $1.67万 | 加仓 |
| ACLS | AXCELIS TECHNOLOGIES INC | $71.73万 | 0.04% | 7,706 | 677 | 9.6% | $6.30万 | 加仓 |
| PEO | ADAM NAT RES FD INC | $71.79万 | 0.04% | 25,824 | 491 | 1.9% | $1.36万 | 加仓 |
| IMKTA | INGLES MKTS INC | $71.89万 | 0.04% | 7,997 | 7,997 | — | $71.89万 | 新建仓 |
| ALKS | ALKERMES PLC | $72.14万 | 0.04% | 20,401 | 652 | 3.3% | $2.31万 | 加仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $72.49万 | 0.04% | 15,414 | -25 | -0.2% | -$1,176 | 减仓 |
| PLXS | PLEXUS CORP | $73.06万 | 0.04% | 3,607 | 138 | 4.0% | $2.80万 | 加仓 |
| NMIH | NMI HLDGS INC | $73.24万 | 0.04% | 19,525 | 302 | 1.6% | $1.13万 | 加仓 |
| — | CATALYST PHARMACEUTICALS INC | $73.33万 | 0.04% | 29,617 | 1,625 | 5.8% | $4.02万 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $73.52万 | 0.04% | 10,609 | 163 | 1.6% | $1.13万 | 加仓 |
| ALGN | ALIGN TECHNOLOGY INC | $73.65万 | 0.04% | 4,296 | 131 | 3.1% | $2.25万 | 加仓 |
| UNP | UNION PAC CORP | $73.74万 | 0.04% | 3,039 | 1,074 | 54.7% | $26.06万 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $73.75万 | 0.04% | 6,370 | 457 | 7.7% | $5.29万 | 加仓 |
| M | MACYS INC | $73.95万 | 0.04% | 40,877 | 19,785 | 93.8% | $35.79万 | 加仓 |
| CDP | COPT DEFENSE PROPERTIES | $74.28万 | 0.04% | 24,274 | 956 | 4.1% | $2.93万 | 加仓 |
| AGO | ASSURED GUARANTY LTD | $74.44万 | 0.04% | 9,136 | 480 | 5.5% | $3.91万 | 加仓 |
| NXST | NEXSTAR MEDIA GROUP INC | $74.51万 | 0.04% | 4,121 | 180 | 4.6% | $3.25万 | 加仓 |
| FRT | FEDERAL RLTY INVT TR NEW | $75.03万 | 0.04% | 7,064 | -156 | -2.2% | -$1.66万 | 减仓 |
| DXPE | DXP ENTERPRISES INC | $75.45万 | 0.04% | 5,400 | 350 | 6.9% | $4.89万 | 加仓 |
| NYT | NEW YORK TIMES CO MTN BE | $75.77万 | 0.04% | 9,049 | 633 | 7.5% | $5.30万 | 加仓 |
| RUSHA | RUSH ENTERPRISES INC | $76.19万 | 0.04% | 11,525 | 672 | 6.2% | $4.44万 | 加仓 |
| PB | PROSPERITY BANCSHARES INC | $76.23万 | 0.04% | 11,347 | -1,232 | -9.8% | -$8.28万 | 减仓 |
| KKR | KKR & CO INC | $76.44万 | 0.04% | 8,264 | 8,264 | — | $76.44万 | 新建仓 |
| — | ELLSWORTH GROWTH & INCOME FD | $76.69万 | 0.04% | 68,777 | -994 | -1.4% | -$1.11万 | 减仓 |
| EPR | EPR PPTYS | $77.03万 | 0.04% | 15,419 | 414 | 2.8% | $2.07万 | 加仓 |
| MGY | MAGNOLIA OIL & GAS CORP | $77.20万 | 0.04% | 24,455 | 1,742 | 7.7% | $5.50万 | 加仓 |
| EEM | ISHARES TR | $77.36万 | 0.04% | 13,622 | 2,739 | 25.2% | $15.55万 | 加仓 |
| BTT | BLACKROCK MUN TARGET TERM TR | $77.51万 | 0.04% | 34,144 | 135 | 0.4% | $3,065 | 加仓 |
| DG | DOLLAR GEN CORP | $77.59万 | 0.04% | 6,535 | 674 | 11.5% | $8.00万 | 加仓 |
| COLL | COLLEGIUM PHARMACEUTICAL INC | $77.78万 | 0.04% | 23,520 | 1,313 | 5.9% | $4.34万 | 加仓 |
| TSN | TYSON FOODS INC | $78.67万 | 0.04% | 12,280 | -56 | -0.5% | -$3,588 | 减仓 |
| UHS | UNIVERSAL HLTH SVCS INC | $79.52万 | 0.04% | 4,443 | 168 | 3.9% | $3.01万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $80.33万 | 0.04% | 7,246 | 2,457 | 51.3% | $27.24万 | 加仓 |
| IJR | ISHARES TR | $80.72万 | 0.04% | 6,494 | 517 | 8.6% | $6.43万 | 加仓 |
| EWJ | ISHARES INC | $80.84万 | 0.04% | 9,574 | 9,574 | — | $80.84万 | 新建仓 |
| BWA | BORGWARNER INC | $80.94万 | 0.04% | 14,916 | 248 | 1.7% | $1.35万 | 加仓 |
| LAUR | LAUREATE ED INC | $81.07万 | 0.04% | 23,269 | 23,269 | — | $81.07万 | 新建仓 |
| BELFB | BEL FUSE INC | $81.07万 | 0.04% | 4,095 | 392 | 10.6% | $7.76万 | 加仓 |
| PLD | PROLOGIS INC. | $81.23万 | 0.04% | 6,145 | -520 | -7.8% | -$6.87万 | 减仓 |
| WAB | WABTEC | $81.25万 | 0.04% | 3,251 | 39 | 1.2% | $9,746 | 加仓 |
| LAMR | LAMAR ADVERTISING CO | $81.81万 | 0.04% | 6,459 | -73 | -1.1% | -$9,246 | 减仓 |
| KMX | CARMAX INC | $81.82万 | 0.04% | 19,678 | 1,188 | 6.4% | $4.94万 | 加仓 |
| NTNX | NUTANIX INC | $81.82万 | 0.04% | 21,527 | 7,355 | 51.9% | $27.96万 | 加仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $81.98万 | 0.04% | 6,223 | -1,457 | -19.0% | -$19.19万 | 减仓 |
| AEF | ABRDN EMERGING MARKETS EX CH | $82.02万 | 0.04% | 112,511 | 3,468 | 3.2% | $2.53万 | 加仓 |
| EFA | ISHARES TR | $82.50万 | 0.04% | 8,494 | 1,968 | 30.2% | $19.11万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $82.67万 | 0.04% | 4,766 | 1,893 | 65.9% | $32.83万 | 加仓 |
| DOW | DOW HLDGS INC | $82.69万 | 0.04% | 19,853 | 19,853 | — | $82.69万 | 新建仓 |
| GLO | CLOUGH GLOBAL OPPORTUNITIES | $82.72万 | 0.04% | 148,518 | 990 | 0.7% | $5,514 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $82.73万 | 0.04% | 924 | 243 | 35.7% | $21.76万 | 加仓 |
| SYK | STRYKER CORPORATION | $82.81万 | 0.04% | 2,520 | 594 | 30.8% | $19.52万 | 加仓 |
| EVRG | EVERGY INC | $83.24万 | 0.04% | 10,161 | 402 | 4.1% | $3.29万 | 加仓 |
| AFL | AFLAC INC | $83.37万 | 0.04% | 7,599 | -163 | -2.1% | -$1.79万 | 减仓 |
| COLB | COLUMBIA BKG SYS INC | $84.10万 | 0.04% | 30,659 | -3,556 | -10.4% | -$9.75万 | 减仓 |
| AME | AMETEK INC | $84.17万 | 0.04% | 3,926 | 129 | 3.4% | $2.77万 | 加仓 |
| PRU | PRUDENTIAL FINL INC | $85.70万 | 0.05% | 8,773 | -1,043 | -10.6% | -$10.19万 | 减仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $86.03万 | 0.05% | 9,547 | -228 | -2.3% | -$2.05万 | 减仓 |
| A | AGILENT TECHNOLOGIES INC | $86.33万 | 0.05% | 7,574 | 523 | 7.4% | $5.96万 | 加仓 |
| USB | US BANCORP | $86.34万 | 0.05% | 16,601 | -1,618 | -8.9% | -$8.42万 | 减仓 |
| AIT | APPLIED INDL TECHNOLOGIES IN | $86.45万 | 0.05% | 3,258 | 409 | 14.4% | $10.85万 | 加仓 |
| — | TOTAL RETURN SECURITIES FUND | $86.75万 | 0.05% | 146,290 | -71,606 | -32.9% | -$42.46万 | 减仓 |
| — | TORTOISE CAPITAL SERIES TRUS | $87.45万 | 0.05% | 39,966 | -2,566 | -6.0% | -$5.61万 | 减仓 |