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 |
|---|---|---|---|---|---|---|---|---|
| IBEX | IBEX LTD | $33.83万 | 0.02% | 11,138 | 858 | 8.3% | $2.61万 | 加仓 |
| EMN | EASTMAN CHEM CO | $33.90万 | 0.02% | 5,000 | 5,000 | — | $33.90万 | 新建仓 |
| FOX | FOX CORP | $33.96万 | 0.02% | 7,250 | -360 | -4.7% | -$1.69万 | 减仓 |
| ARMK | ARAMARK | $34.01万 | 0.02% | 5,978 | -2,385 | -28.5% | -$13.57万 | 减仓 |
| SJM | SMUCKER J M CO | $34.03万 | 0.02% | 3,025 | 3,025 | — | $34.03万 | 新建仓 |
| TEM | TEMPUS AI INC | $34.07万 | 0.02% | 5,882 | 5,882 | — | $34.07万 | 新建仓 |
| CTVA | CORTEVA INC | $34.08万 | 0.02% | 4,024 | -567 | -12.4% | -$4.80万 | 减仓 |
| LEO | BNY MELLON STRATEGIC MUNS IN | $34.13万 | 0.02% | 52,837 | 26,659 | 101.8% | $17.22万 | 加仓 |
| HRB | BLOCK H & R INC | $34.26万 | 0.02% | 8,918 | 8,918 | — | $34.26万 | 新建仓 |
| SWK | STANLEY BLACK & DECKER INC | $34.53万 | 0.02% | 3,669 | -5,112 | -58.2% | -$48.12万 | 减仓 |
| EIS | ISHARES INC | $34.56万 | 0.02% | 2,863 | 2,863 | — | $34.56万 | 新建仓 |
| THG | HANOVER INS GROUP INC | $34.65万 | 0.02% | 1,618 | -1,244 | -43.5% | -$26.64万 | 减仓 |
| DOCU | DOCUSIGN INC | $34.80万 | 0.02% | 7,834 | 7,834 | — | $34.80万 | 新建仓 |
| — | DESTRA MULTI-ALTERNATIVE FD | $34.84万 | 0.02% | 46,576 | -4,256 | -8.4% | -$3.18万 | 减仓 |
| HII | HUNTINGTON INGALLS INDS INC | $34.86万 | 0.02% | 1,246 | -1,234 | -49.8% | -$34.53万 | 减仓 |
| CXT | CRANE NXT CO | $34.89万 | 0.02% | 6,820 | 6,820 | — | $34.89万 | 新建仓 |
| TOST | TOAST INC | $35.15万 | 0.02% | 12,633 | 12,633 | — | $35.15万 | 新建仓 |
| NZF | NUVEEN MUN CR INCOME FD | $35.54万 | 0.02% | 27,855 | -4,699 | -14.4% | -$6.00万 | 减仓 |
| HAE | HAEMONETICS CORP MASS | $35.54万 | 0.02% | 4,739 | -538 | -10.2% | -$4.04万 | 减仓 |
| ECHO | ECHOSTAR CORP | $35.58万 | 0.02% | 3,505 | 3,505 | — | $35.58万 | 新建仓 |
| LFUS | LITTELFUSE INC | $35.60万 | 0.02% | 782 | -39 | -4.8% | -$1.78万 | 减仓 |
| GRMN | GARMIN LTD | $35.69万 | 0.02% | 1,503 | 164 | 12.2% | $3.89万 | 加仓 |
| GAP | GAP INC | $35.80万 | 0.02% | 19,167 | -7,139 | -27.1% | -$13.34万 | 减仓 |
| KNF | KNIFE RIVER CORP | $35.83万 | 0.02% | 4,283 | 4,283 | — | $35.83万 | 新建仓 |
| KO | COCA COLA CO | $35.84万 | 0.02% | 4,344 | -36,589 | -89.4% | -$301.87万 | 减仓 |
| WMS | ADVANCED DRAIN SYS INC DEL | $36.24万 | 0.02% | 2,309 | 2,309 | — | $36.24万 | 新建仓 |
| FNB | F N B CORP | $36.25万 | 0.02% | 18,998 | 18,998 | — | $36.25万 | 新建仓 |
| PYPL | PAYPAL HLDGS INC | $36.33万 | 0.02% | 8,412 | -3,100 | -26.9% | -$13.39万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $36.33万 | 0.02% | 713 | -1,154 | -61.8% | -$58.80万 | 减仓 |
| AOS | SMITH A O CORP | $36.42万 | 0.02% | 5,807 | 2,793 | 92.7% | $17.52万 | 重新持有 |
| RQI | COHEN & STEERS QUALITY INCOM | $36.49万 | 0.02% | 29,645 | -1,058 | -3.4% | -$1.30万 | 减仓 |
| BUD | ANHEUSER BUSCH INBEV SA NV | $36.52万 | 0.02% | 4,432 | 11 | 0.2% | $906 | 加仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $36.55万 | 0.02% | 1,462 | 56 | 4.0% | $1.40万 | 加仓 |
| IVZ | INVESCO LTD | $36.65万 | 0.02% | 13,893 | -10,334 | -42.7% | -$27.26万 | 减仓 |
| VC | VISTEON CORP | $36.87万 | 0.02% | 3,717 | -2,570 | -40.9% | -$25.49万 | 减仓 |
| LINE | LINEAGE INC | $36.88万 | 0.02% | 8,427 | 1,546 | 22.5% | $6.77万 | 加仓 |
| MUC | BLACKROCK MUNIHLDNGS CALI | $36.93万 | 0.02% | 33,438 | -20,080 | -37.5% | -$22.18万 | 减仓 |
| — | NUVEEN CORE PLUS IMPACT FUND | $36.99万 | 0.02% | 36,196 | -3,079 | -7.8% | -$3.15万 | 减仓 |
| KRMN | KARMAN HLDGS INC | $37.24万 | 0.02% | 7,459 | 7,459 | — | $37.24万 | 新建仓 |
| VICI | VICI PPTYS INC | $37.32万 | 0.02% | 13,859 | 909 | 7.0% | $2.45万 | 加仓 |
| RHI | ROBERT HALF INC. | $37.40万 | 0.02% | 12,184 | 194 | 1.6% | $5,956 | 加仓 |
| KIM | KIMCO REALTY CORP | $37.53万 | 0.02% | 14,804 | 14,804 | — | $37.53万 | 新建仓 |
| TW | TRADEWEB MKTS INC | $37.67万 | 0.02% | 3,780 | -990 | -20.8% | -$9.87万 | 减仓 |
| LVS | LAS VEGAS SANDS CORP | $37.68万 | 0.02% | 8,157 | -3,912 | -32.4% | -$18.07万 | 减仓 |
| MDT | MEDTRONIC PLC | $37.77万 | 0.02% | 4,798 | -6,650 | -58.1% | -$52.35万 | 减仓 |
| DY | DYCOM INDS INC | $37.82万 | 0.02% | 748 | 748 | — | $37.82万 | 新建仓 |
| WEC | WEC ENERGY GROUP INC | $37.93万 | 0.02% | 3,248 | -3,122 | -49.0% | -$36.46万 | 减仓 |
| VLY | VALLEY NATL BANCORP | $38.04万 | 0.02% | 25,672 | -31,924 | -55.4% | -$47.31万 | 减仓 |
| CDW | CDW CORP | $38.05万 | 0.02% | 2,706 | -958 | -26.1% | -$13.47万 | 减仓 |
| BDX | BECTON DICKINSON & CO | $38.07万 | 0.02% | 2,512 | -3,899 | -60.8% | -$59.10万 | 减仓 |
| MAS | MASCO CORP | $38.08万 | 0.02% | 4,679 | -2,248 | -32.5% | -$18.29万 | 减仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $38.19万 | 0.02% | 16,526 | 16,526 | — | $38.19万 | 新建仓 |
| IDA | IDACORP INC | $38.31万 | 0.02% | 2,532 | -565 | -18.2% | -$8.55万 | 减仓 |
| XEL | XCEL ENERGY INC | $38.41万 | 0.02% | 4,745 | -11,649 | -71.1% | -$94.30万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $39.11万 | 0.02% | 4,732 | -290 | -5.8% | -$2.40万 | 减仓 |
| ONTO | ONTO INNOVATION INC | $39.21万 | 0.02% | 1,036 | 1,036 | — | $39.21万 | 新建仓 |
| BHP | BHP BILLITON LIMITED | $39.22万 | 0.02% | 4,707 | 120 | 2.6% | $9,997 | 加仓 |
| REG | REGENCY CTRS CORP | $39.33万 | 0.02% | 4,901 | 4,901 | — | $39.33万 | 新建仓 |
| URI | UNITED RENTALS INC | $39.56万 | 0.02% | 349 | -352 | -50.2% | -$39.90万 | 减仓 |
| DHR | DANAHER CORP DEL | $39.85万 | 0.02% | 2,088 | -4,108 | -66.3% | -$78.40万 | 减仓 |
| BCO | BRINKS CO | $39.89万 | 0.02% | 4,222 | 4,222 | — | $39.89万 | 新建仓 |
| ESAB | ESAB CORPORATION | $39.90万 | 0.02% | 4,045 | 4,045 | — | $39.90万 | 新建仓 |
| CLNE | CLEAN ENERGY FUELS CORP | $39.95万 | 0.02% | 194,882 | 17,726 | 10.0% | $3.63万 | 加仓 |
| CE | CELANESE CORP DEL | $40.05万 | 0.02% | 8,706 | 8,706 | — | $40.05万 | 新建仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $40.27万 | 0.02% | 315 | 315 | — | $40.27万 | 新建仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $40.31万 | 0.02% | 3,064 | -2,042 | -40.0% | -$26.87万 | 减仓 |
| MS | MORGAN STANLEY | $40.32万 | 0.02% | 1,929 | -11,512 | -85.6% | -$240.63万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $40.33万 | 0.02% | 1,088 | 353 | 48.0% | $13.09万 | 加仓 |
| BRX | BRIXMOR PPTY GROUP INC | $40.36万 | 0.02% | 12,802 | 12,802 | — | $40.36万 | 新建仓 |
| FBIN | FORTUNE BRANDS INNOVATIONS I | $40.42万 | 0.02% | 7,363 | 7,363 | — | $40.42万 | 新建仓 |
| IWM | ISHARES TR | $40.54万 | 0.02% | 1,349 | -2,381 | -63.8% | -$71.56万 | 减仓 |
| TTC | TORO CO | $40.56万 | 0.02% | 4,151 | -1,196 | -22.4% | -$11.69万 | 减仓 |
| CBOE | CBOE GLOBAL MKTS INC | $40.95万 | 0.03% | 1,687 | 1,687 | — | $40.95万 | 新建仓 |
| KHC | KRAFT HEINZ CO | $40.96万 | 0.03% | 17,347 | 8,560 | 97.4% | $20.21万 | 重新持有 |
| SHW | SHERWIN WILLIAMS CO | $41.27万 | 0.03% | 1,199 | 1,199 | — | $41.27万 | 新建仓 |
| CNNE | CANNAE HLDGS INC | $41.30万 | 0.03% | 28,680 | -2,015 | -6.6% | -$2.90万 | 减仓 |
| CVLT | COMMVAULT SYS INC | $41.51万 | 0.03% | 2,929 | -438 | -13.0% | -$6.21万 | 减仓 |
| ASH | ASHLAND INC | $41.52万 | 0.03% | 6,302 | -1,222 | -16.2% | -$8.05万 | 减仓 |
| GMED | GLOBUS MED INC | $41.54万 | 0.03% | 5,258 | 5,258 | — | $41.54万 | 新建仓 |
| LECO | LINCOLN ELEC HLDGS INC | $41.74万 | 0.03% | 1,567 | -1,265 | -44.7% | -$33.69万 | 减仓 |
| PRU | PRUDENTIAL FINL INC | $41.76万 | 0.03% | 3,869 | -4,904 | -55.9% | -$52.93万 | 减仓 |
| ECL | ECOLAB INC | $41.89万 | 0.03% | 1,499 | -1,937 | -56.4% | -$54.13万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $42.02万 | 0.03% | 1,543 | -1,183 | -43.4% | -$32.21万 | 减仓 |
| AR | ANTERO RESOURCES CORP | $42.12万 | 0.03% | 11,986 | 6,012 | 100.6% | $21.13万 | 加仓 |
| INTU | INTUIT | $42.20万 | 0.03% | 1,617 | -497 | -23.5% | -$12.97万 | 减仓 |
| WM | WASTE MGMT INC DEL | $42.28万 | 0.03% | 1,897 | -213 | -10.1% | -$4.75万 | 减仓 |
| VIRT | VIRTU FINL INC | $42.40万 | 0.03% | 7,118 | 2,517 | 54.7% | $14.99万 | 加仓 |
| LUV | SOUTHWEST AIRLS CO | $42.62万 | 0.03% | 8,262 | -9,456 | -53.4% | -$48.78万 | 减仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $42.80万 | 0.03% | 32,900 | -2,956 | -8.2% | -$3.85万 | 减仓 |
| CAR | AVIS BUDGET GROUP INC | $42.89万 | 0.03% | 2,901 | 2,901 | — | $42.89万 | 新建仓 |
| ETR | ENTERGY CORP NEW | $43.00万 | 0.03% | 3,744 | -1,099 | -22.7% | -$12.62万 | 减仓 |
| OTTR | OTTER TAIL CORP | $43.09万 | 0.03% | 4,789 | 17 | 0.4% | $1,530 | 加仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $43.30万 | 0.03% | 12,736 | -6,429 | -33.5% | -$21.86万 | 减仓 |
| ETW | EATON VANCE TAX-MANAGED GLOB | $43.33万 | 0.03% | 44,950 | 44,950 | — | $43.33万 | 新建仓 |
| QXO | QXO INC | $43.35万 | 0.03% | 25,089 | -11,363 | -31.2% | -$19.64万 | 减仓 |
| OXY | OCCIDENTAL PETE CORP | $43.56万 | 0.03% | 8,934 | 493 | 5.8% | $2.40万 | 加仓 |
| DUOL | DUOLINGO INC | $43.72万 | 0.03% | 3,801 | 3,801 | — | $43.72万 | 新建仓 |
| LNTH | LANTHEUS HLDGS INC | $43.75万 | 0.03% | 3,944 | 3,944 | — | $43.75万 | 新建仓 |
| BIIB | BIOGEN INC | $43.91万 | 0.03% | 2,032 | -1,504 | -42.5% | -$32.50万 | 减仓 |
| LNG | CHENIERE ENERGY INC | $43.94万 | 0.03% | 1,838 | -429 | -18.9% | -$10.26万 | 减仓 |