13F 机构持仓

EVOLVE PRIVATE WEALTH, LLC

LOS ANGELES CA · SEC CIK 0002111131

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$16.36亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

HTRB 3.1%
BOND 3.1%
NVDA 3.0%
AAPL 2.8%
AGG 2.7%
VCRB 2.4%
BND 2.0%
GOOGL 1.8%
ISCF 1.8%
MSFT 1.7%

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 8588.3% $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 26,659101.8% $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 16412.2% $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 2,79392.7% $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%4,432 110.2% $906 加仓
TTWO TAKE-TWO INTERACTIVE SOFTWAR $36.55万0.02%1,462 564.0% $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 1,54622.5% $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 9097.0% $2.45万 加仓
RHI ROBERT HALF INC. $37.40万0.02%12,184 1941.6% $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 1202.6% $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 17,72610.0% $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 35348.0% $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 8,56097.4% $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 6,012100.6% $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 2,51754.7% $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%4,789 170.4% $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 4935.8% $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