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 |
|---|---|---|---|---|---|---|---|---|
| JPST | J P MORGAN EXCHANGE TRADED F | $88.64万 | 0.05% | 17,514 | 11,876 | 210.6% | $60.10万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $88.82万 | 0.05% | 2,131 | 544 | 34.3% | $22.67万 | 加仓 |
| ADBE | ADOBE INC | $89.02万 | 0.05% | 3,662 | 912 | 33.2% | $22.17万 | 加仓 |
| — | FRANKLIN UNVL TR | $89.26万 | 0.05% | 111,438 | -943 | -0.8% | -$7,553 | 减仓 |
| ENSG | ENSIGN GROUP INC | $89.53万 | 0.05% | 4,443 | 276 | 6.6% | $5.56万 | 加仓 |
| OZK | BANK OZK LITTLE ROCK ARK | $89.66万 | 0.05% | 19,537 | 723 | 3.8% | $3.32万 | 加仓 |
| ULTA | ULTA BEAUTY INC | $89.80万 | 0.05% | 1,718 | 166 | 10.7% | $8.68万 | 加仓 |
| HAL | HALLIBURTON CO | $90.09万 | 0.05% | 23,106 | 1,881 | 8.9% | $7.33万 | 加仓 |
| BURL | BURLINGTON STORES INC | $90.10万 | 0.05% | 2,769 | 1,312 | 90.0% | $42.69万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $90.96万 | 0.05% | 3,119 | 790 | 33.9% | $23.04万 | 加仓 |
| INTU | INTUIT | $91.41万 | 0.05% | 2,114 | 929 | 78.4% | $40.17万 | 加仓 |
| ECL | ECOLAB INC | $91.41万 | 0.05% | 3,436 | -196 | -5.4% | -$5.21万 | 减仓 |
| NUE | NUCOR CORP | $92.21万 | 0.05% | 5,453 | 236 | 4.5% | $3.99万 | 加仓 |
| PFE | PFIZER INC | $92.30万 | 0.05% | 32,870 | 1,500 | 4.8% | $4.21万 | 加仓 |
| IWM | ISHARES TR | $92.51万 | 0.05% | 3,730 | 73 | 2.0% | $1.81万 | 加仓 |
| BCX | BLACKROCK RES & COMMODITIES | $92.85万 | 0.05% | 77,052 | -46 | -0.1% | -$554 | 减仓 |
| EQIX | EQUINIX INC | $93.04万 | 0.05% | 949 | 334 | 54.3% | $32.74万 | 加仓 |
| — | CALAMOS LNG SHR EQT DYNAMIC | $93.13万 | 0.05% | 68,626 | 266 | 0.4% | $3,610 | 加仓 |
| CATY | CATHAY GEN BANCORP | $93.92万 | 0.05% | 18,837 | 619 | 3.4% | $3.09万 | 加仓 |
| MKTX | MARKETAXESS HLDGS INC | $94.04万 | 0.05% | 5,700 | -2,038 | -26.3% | -$33.62万 | 减仓 |
| ZM | ZOOM COMMUNICATIONS INC | $94.13万 | 0.05% | 11,709 | -9,798 | -45.6% | -$78.77万 | 减仓 |
| HII | HUNTINGTON INGALLS INDS INC | $94.23万 | 0.05% | 2,480 | 493 | 24.8% | $18.73万 | 加仓 |
| SNOW | SNOWFLAKE INC | $94.81万 | 0.05% | 6,286 | -1,900 | -23.2% | -$28.66万 | 减仓 |
| — | TAYLOR MORRISON HOME CORP | $94.90万 | 0.05% | 16,294 | 134 | 0.8% | $7,804 | 加仓 |
| DOV | DOVER CORP | $95.14万 | 0.05% | 4,564 | -138 | -2.9% | -$2.88万 | 减仓 |
| OTEX | OPEN TEXT CORP | $95.15万 | 0.05% | 42,784 | 4,309 | 11.2% | $9.58万 | 加仓 |
| WCC | WESCO INTL INC | $95.54万 | 0.05% | 3,492 | 96 | 2.8% | $2.63万 | 加仓 |
| GVA | GRANITE CONSTR INC | $95.82万 | 0.05% | 7,993 | 307 | 4.0% | $3.68万 | 加仓 |
| TXRH | TEXAS ROADHOUSE INC | $97.47万 | 0.05% | 5,902 | 389 | 7.1% | $6.42万 | 加仓 |
| DE | DEERE & CO | $98.07万 | 0.05% | 1,741 | 737 | 73.4% | $41.52万 | 加仓 |
| AMAT | APPLIED MATLS INC | $98.27万 | 0.05% | 2,875 | 1,067 | 59.0% | $36.47万 | 加仓 |
| VCRM | VANGUARD MUN BD FDS | $98.50万 | 0.05% | 13,107 | 13,107 | — | $98.50万 | 新建仓 |
| MDT | MEDTRONIC PLC | $99.20万 | 0.05% | 11,448 | -3,602 | -23.9% | -$31.21万 | 减仓 |
| ACWX | ISHARES TR | $99.74万 | 0.05% | 14,566 | 2,920 | 25.1% | $19.99万 | 加仓 |
| CRUS | CIRRUS LOGIC INC | $99.98万 | 0.05% | 6,913 | 484 | 7.5% | $7.00万 | 加仓 |
| CCK | CROWN HLDGS INC | $100.16万 | 0.05% | 9,991 | -394 | -3.8% | -$3.95万 | 减仓 |
| EMR | EMERSON ELEC CO | $100.33万 | 0.05% | 7,658 | -46 | -0.6% | -$6,027 | 减仓 |
| SLF | SUN LIFE FINANCIAL INC. | $100.72万 | 0.05% | 16,099 | 917 | 6.0% | $5.74万 | 加仓 |
| BDX | BECTON DICKINSON & CO | $100.79万 | 0.05% | 6,411 | 901 | 16.4% | $14.17万 | 加仓 |
| COP | CONOCOPHILLIPS | $100.90万 | 0.05% | 7,644 | 789 | 11.5% | $10.41万 | 加仓 |
| EHC | ENCOMPASS HEALTH CORP | $100.95万 | 0.05% | 10,437 | 14 | 0.1% | $1,354 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $100.96万 | 0.05% | 6,151 | 2,244 | 57.4% | $36.83万 | 加仓 |
| AMG | AFFILIATED MANAGERS GROUP | $101.36万 | 0.05% | 3,663 | 264 | 7.8% | $7.30万 | 加仓 |
| HQH | ABRDN HEALTHCARE INVESTORS | $101.83万 | 0.05% | 57,242 | 229 | 0.4% | $4,074 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD | $102.77万 | 0.05% | 5,063 | 513 | 11.3% | $10.41万 | 加仓 |
| B | BARRICK MNG CORP | $103.16万 | 0.06% | 25,291 | 1,558 | 6.6% | $6.35万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $103.58万 | 0.06% | 7,910 | 1,093 | 16.0% | $14.31万 | 加仓 |
| IQV | IQVIA HLDGS INC | $103.62万 | 0.06% | 6,076 | -24 | -0.4% | -$4,093 | 减仓 |
| TMUS | T-MOBILE US INC | $104.28万 | 0.06% | 4,965 | -10,033 | -66.9% | -$210.72万 | 减仓 |
| — | GABELLI GLOBAL SMALL & MID C | $104.42万 | 0.06% | 69,520 | -484 | -0.7% | -$7,270 | 减仓 |
| TXT | TEXTRON INC | $105.95万 | 0.06% | 12,100 | -550 | -4.3% | -$4.82万 | 减仓 |
| CVSA | COVISTA INC | $106.23万 | 0.06% | 9,217 | 395 | 4.5% | $4.55万 | 加仓 |
| JXN | JACKSON FINANCIAL INC | $106.35万 | 0.06% | 10,060 | 2,768 | 38.0% | $29.26万 | 加仓 |
| VRSN | VERISIGN INC | $106.55万 | 0.06% | 4,290 | -2,302 | -34.9% | -$57.17万 | 减仓 |
| NTRA | NATERA INC | $107.03万 | 0.06% | 5,352 | -713 | -11.8% | -$14.26万 | 减仓 |
| ILCG | ISHARES TR | $107.17万 | 0.06% | 11,225 | 1,618 | 16.8% | $15.45万 | 加仓 |
| ROST | ROSS STORES INC | $107.20万 | 0.06% | 4,949 | 1,541 | 45.2% | $33.38万 | 加仓 |
| APH | AMPHENOL CORP | $108.17万 | 0.06% | 8,561 | 1,828 | 27.1% | $23.10万 | 加仓 |
| IJH | ISHARES TR | $108.20万 | 0.06% | 16,022 | 3,384 | 26.8% | $22.85万 | 加仓 |
| CI | THE CIGNA GROUP | $108.32万 | 0.06% | 4,061 | 1,320 | 48.2% | $35.21万 | 加仓 |
| MATX | MATSON INC | $109.45万 | 0.06% | 6,676 | 272 | 4.2% | $4.46万 | 加仓 |
| LOW | LOWES COS INC | $110.44万 | 0.06% | 4,674 | 1,287 | 38.0% | $30.41万 | 加仓 |
| WELL | WELLTOWER INC | $110.61万 | 0.06% | 5,595 | -21 | -0.4% | -$4,152 | 减仓 |
| — | BANK AMERICA CORP | $111.17万 | 0.06% | 933 | 0 | 0.0% | — | 不变 |
| TWN | TAIWAN FD INC | $111.88万 | 0.06% | 17,019 | -103 | -0.6% | -$6,771 | 减仓 |
| GLW | CORNING INC | $111.99万 | 0.06% | 8,237 | 1,100 | 15.4% | $14.96万 | 加仓 |
| TXN | TEXAS INSTRS INC | $112.00万 | 0.06% | 5,769 | 1,519 | 35.7% | $29.49万 | 加仓 |
| XBOEX | BLACKROCK ENHANCED GLOBAL | $112.08万 | 0.06% | 102,266 | 3,640 | 3.7% | $3.99万 | 加仓 |
| CFG | CITIZENS FINL GROUP INC | $112.56万 | 0.06% | 18,769 | 1,329 | 7.6% | $7.97万 | 加仓 |
| TFC | TRUIST FINL CORP | $112.67万 | 0.06% | 24,509 | -1,213 | -4.7% | -$5.58万 | 减仓 |
| BA | BOEING CO | $113.33万 | 0.06% | 5,694 | 2,020 | 55.0% | $40.20万 | 加仓 |
| DVN | DEVON ENERGY CORP NEW | $114.60万 | 0.06% | 22,773 | -2,425 | -9.6% | -$12.20万 | 减仓 |
| AON | AON PLC | $115.68万 | 0.06% | 3,584 | -596 | -14.3% | -$19.24万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $116.30万 | 0.06% | 16,169 | 4,356 | 36.9% | $31.33万 | 加仓 |
| AX | AXOS FINANCIAL INC | $116.32万 | 0.06% | 13,670 | 764 | 5.9% | $6.50万 | 加仓 |
| MTZ | MASTEC INC | $116.34万 | 0.06% | 3,616 | -4 | -0.1% | -$1,287 | 减仓 |
| TER | TERADYNE INC | $116.48万 | 0.06% | 3,929 | 83 | 2.2% | $2.46万 | 加仓 |
| MCK | MCKESSON CORP | $116.65万 | 0.06% | 1,348 | 247 | 22.4% | $21.37万 | 加仓 |
| CMI | CUMMINS INC | $117.31万 | 0.06% | 2,180 | 427 | 24.4% | $22.98万 | 加仓 |
| NOV | NOV INC | $117.37万 | 0.06% | 62,396 | 3,147 | 5.3% | $5.92万 | 加仓 |
| DHR | DANAHER CORP DEL | $117.48万 | 0.06% | 6,196 | 1,530 | 32.8% | $29.01万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $118.11万 | 0.06% | 7,367 | -1,865 | -20.2% | -$29.90万 | 减仓 |
| BMEZ | BLACKROCK HEALTH SCIENCES TE | $118.19万 | 0.06% | 82,305 | 8,975 | 12.2% | $12.89万 | 加仓 |
| NFG | NATIONAL FUEL GAS CO | $118.54万 | 0.06% | 12,617 | -705 | -5.3% | -$6.62万 | 减仓 |
| ASA | ASA GOLD AND PRECIOUS MTLS L | $118.90万 | 0.06% | 19,168 | -568 | -2.9% | -$3.52万 | 减仓 |
| DINO | HF SINCLAIR CORP | $119.09万 | 0.06% | 19,088 | -282 | -1.5% | -$1.76万 | 减仓 |
| IESC | IES HOLDINGS INC | $119.69万 | 0.06% | 2,512 | 118 | 4.9% | $5.62万 | 加仓 |
| ADEA | ADEIA INC | $119.81万 | 0.06% | 49,858 | 2,360 | 5.0% | $5.67万 | 加仓 |
| NOW | SERVICENOW INC | $120.05万 | 0.06% | 11,483 | 3,361 | 41.4% | $35.14万 | 加仓 |
| THQ | ABRDN HEALTHCARE OPPORTUNITI | $120.89万 | 0.06% | 71,959 | -2,423 | -3.3% | -$4.07万 | 减仓 |
| SBUX | STARBUCKS CORP | $120.91万 | 0.06% | 13,496 | 679 | 5.3% | $6.08万 | 加仓 |
| OKE | ONEOK INC NEW | $121.79万 | 0.07% | 13,474 | 1,044 | 8.4% | $9.44万 | 加仓 |
| HMOP | HARTFORD FDS EXCHANGE TRADED | $123.21万 | 0.07% | 31,804 | 4,750 | 17.6% | $18.40万 | 加仓 |
| SDHY | PGIM SHORT DUR HIG YLD OPP F | $123.74万 | 0.07% | 77,238 | 194 | 0.3% | $3,108 | 加仓 |
| — | WELLS FARGO & CO | $124.06万 | 0.07% | 1,074 | 195 | 22.2% | $22.53万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $124.23万 | 0.07% | 295 | -21 | -6.6% | -$8.84万 | 减仓 |
| NPFD | NUVEEN VRIABL RAT PFD & INM | $124.85万 | 0.07% | 68,788 | 83 | 0.1% | $1,506 | 加仓 |
| RL | RALPH LAUREN CORP | $126.45万 | 0.07% | 3,676 | -28 | -0.8% | -$9,632 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $127.38万 | 0.07% | 1,867 | 1,130 | 153.3% | $77.10万 | 加仓 |
| MEDP | MEDPACE HLDGS INC | $127.49万 | 0.07% | 2,655 | -1,070 | -28.7% | -$51.38万 | 减仓 |