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 |
|---|---|---|---|---|---|---|---|---|
| AKAM | AKAMAI TECHNOLOGIES INC | $44.06万 | 0.03% | 3,727 | 875 | 30.7% | $10.34万 | 加仓 |
| SSNC | SS&C TECH HLDGS | $44.09万 | 0.03% | 7,106 | 958 | 15.6% | $5.94万 | 加仓 |
| — | CLOUGH GLOBAL DIVID & INCOME | $44.18万 | 0.03% | 66,534 | -4,889 | -6.8% | -$3.25万 | 减仓 |
| ECG | EVERUS CONSTR GROUP | $44.28万 | 0.03% | 2,668 | 2,668 | — | $44.28万 | 新建仓 |
| APP | APPLOVIN CORP | $44.37万 | 0.03% | 861 | -510 | -37.2% | -$26.28万 | 减仓 |
| BWXT | BWX TECHNOLOGIES INC | $44.38万 | 0.03% | 2,280 | 2,280 | — | $44.38万 | 新建仓 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS | $44.55万 | 0.03% | 21,105 | 6,397 | 43.5% | $13.50万 | 重新持有 |
| TYL | TYLER TECHNOLOGIES INC | $44.57万 | 0.03% | 1,524 | 834 | 120.9% | $24.39万 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $44.60万 | 0.03% | 1,274 | -905 | -41.5% | -$31.68万 | 减仓 |
| FIVE | FIVE BELOW INC | $45.20万 | 0.03% | 2,514 | 78 | 3.2% | $1.40万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $45.47万 | 0.03% | 2,551 | -4,824 | -65.4% | -$85.98万 | 减仓 |
| UL | UNILEVER PLC | $45.47万 | 0.03% | 7,564 | 3,088 | 69.0% | $18.56万 | 加仓 |
| U | UNITY SOFTWARE INC | $45.48万 | 0.03% | 15,914 | 15,914 | — | $45.48万 | 新建仓 |
| PAYX | PAYCHEX INC | $45.56万 | 0.03% | 4,633 | -1,948 | -29.6% | -$19.16万 | 减仓 |
| CSGP | COSTAR GROUP INC | $45.77万 | 0.03% | 16,163 | 10,198 | 171.0% | $28.88万 | 加仓 |
| ROIV | ROIVANT SCIENCES LTD | $45.81万 | 0.03% | 12,944 | 12,944 | — | $45.81万 | 新建仓 |
| DOV | DOVER CORP | $45.83万 | 0.03% | 2,044 | -2,520 | -55.2% | -$56.51万 | 减仓 |
| NGVT | INGEVITY CORP | $45.97万 | 0.03% | 6,156 | 210 | 3.5% | $1.57万 | 加仓 |
| HUBS | HUBSPOT INC | $46.10万 | 0.03% | 2,526 | 575 | 29.5% | $10.49万 | 加仓 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $46.19万 | 0.03% | 222 | 222 | — | $46.19万 | 新建仓 |
| WDI | WESTERN ASSET DIVERSIFIED IN | $46.22万 | 0.03% | 34,082 | -3,687 | -9.8% | -$5.00万 | 减仓 |
| NUBD | NUSHARES ETF TR | $46.30万 | 0.03% | 20,915 | 1,633 | 8.5% | $3.61万 | 加仓 |
| AME | AMETEK INC | $46.47万 | 0.03% | 1,921 | -2,005 | -51.1% | -$48.51万 | 减仓 |
| VISN | VISTANCE NETWORKS INC | $46.64万 | 0.03% | 36,502 | 1,768 | 5.1% | $2.26万 | 加仓 |
| MOS | MOSAIC CO | $46.67万 | 0.03% | 22,024 | 13,826 | 168.7% | $29.30万 | 加仓 |
| FCN | FTI CONSULTING INC | $46.92万 | 0.03% | 3,149 | 3,149 | — | $46.92万 | 新建仓 |
| EGP | EASTGROUP PPTYS INC | $47.04万 | 0.03% | 2,306 | 2,306 | — | $47.04万 | 新建仓 |
| SWKS | SKYWORKS SOLUTIONS INC | $47.32万 | 0.03% | 6,979 | 6,979 | — | $47.32万 | 新建仓 |
| COIN | COINBASE GLOBAL INC | $47.56万 | 0.03% | 3,254 | 3,254 | — | $47.56万 | 新建仓 |
| STZ | CONSTELLATION BRANDS INC | $47.74万 | 0.03% | 3,432 | 3,432 | — | $47.74万 | 新建仓 |
| IVW | ISHARES TR | $47.79万 | 0.03% | 3,475 | 1,498 | 75.8% | $20.60万 | 加仓 |
| AAL | AMERICAN AIRLINES GROUP INC | $47.89万 | 0.03% | 26,504 | 26,504 | — | $47.89万 | 新建仓 |
| EAGG | ISHARES TR | $47.96万 | 0.03% | 10,115 | -2,106 | -17.2% | -$9.98万 | 减仓 |
| PTC | PTC INC | $48.23万 | 0.03% | 4,245 | 4,245 | — | $48.23万 | 新建仓 |
| EVR | EVERCORE INC | $48.25万 | 0.03% | 1,413 | -140 | -9.0% | -$4.78万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $48.37万 | 0.03% | 6,121 | -454 | -6.9% | -$3.59万 | 减仓 |
| EVRG | EVERGY INC | $48.65万 | 0.03% | 5,628 | -4,533 | -44.6% | -$39.18万 | 减仓 |
| VVV | VALVOLINE INC | $48.86万 | 0.03% | 12,357 | 12,357 | — | $48.86万 | 新建仓 |
| PDX | PIMCO DYNAMIC INCOME STRATEG | $48.89万 | 0.03% | 23,334 | -611 | -2.6% | -$1.28万 | 减仓 |
| RRX | REGAL REXNORD CORPORATION | $48.92万 | 0.03% | 2,051 | 2,051 | — | $48.92万 | 新建仓 |
| — | SOURCE CAPITAL | $49.03万 | 0.03% | 10,666 | -700 | -6.2% | -$3.22万 | 减仓 |
| ATO | ATMOS ENERGY CORP | $49.06万 | 0.03% | 2,848 | -877 | -23.5% | -$15.11万 | 减仓 |
| SBUX | STARBUCKS CORP | $49.40万 | 0.03% | 4,834 | -8,662 | -64.2% | -$88.52万 | 减仓 |
| VNT | VONTIER CORPORATION | $49.50万 | 0.03% | 17,069 | 17,069 | — | $49.50万 | 新建仓 |
| APO | APOLLO GLOBAL MGMT INC | $49.56万 | 0.03% | 4,189 | 1,236 | 41.9% | $14.62万 | 加仓 |
| H | HYATT HOTELS CORP | $49.64万 | 0.03% | 2,561 | 2,561 | — | $49.64万 | 新建仓 |
| TCBI | TEXAS CAP BANCSHARES INC | $49.66万 | 0.03% | 4,809 | -1,178 | -19.7% | -$12.16万 | 减仓 |
| TECH | BIO-TECHNE CORP | $49.81万 | 0.03% | 7,050 | 7,050 | — | $49.81万 | 新建仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $49.83万 | 0.03% | 28,722 | 28,722 | — | $49.83万 | 新建仓 |
| ENTG | ENTEGRIS INC | $49.89万 | 0.03% | 2,774 | 2,774 | — | $49.89万 | 新建仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $49.97万 | 0.03% | 1,512 | -504 | -25.0% | -$16.66万 | 减仓 |
| MCO | MOODYS CORP | $50.02万 | 0.03% | 1,104 | 132 | 13.6% | $5.98万 | 加仓 |
| PCTY | PAYLOCITY HLDG CORP | $50.06万 | 0.03% | 4,789 | 1,749 | 57.5% | $18.28万 | 重新持有 |
| TDY | TELEDYNE TECHNOLOGIES INC | $50.08万 | 0.03% | 751 | -181 | -19.4% | -$12.07万 | 减仓 |
| CRUS | CIRRUS LOGIC INC | $50.77万 | 0.03% | 3,418 | -3,495 | -50.6% | -$51.91万 | 减仓 |
| CPAY | CORPAY INC | $50.79万 | 0.03% | 1,524 | 218 | 16.7% | $7.27万 | 加仓 |
| LPLA | LPL FINL HLDGS INC | $50.95万 | 0.03% | 1,809 | 807 | 80.5% | $22.73万 | 加仓 |
| AGO | ASSURED GUARANTY LTD | $51.20万 | 0.03% | 6,390 | -2,746 | -30.1% | -$22.00万 | 减仓 |
| IRDM | IRIDIUM COMMUNICATIONS INC | $51.25万 | 0.03% | 9,343 | 9,343 | — | $51.25万 | 新建仓 |
| ZION | ZIONS BANCORPORATION NATL AS | $51.33万 | 0.03% | 7,419 | -4,188 | -36.1% | -$28.98万 | 减仓 |
| FDXF | FEDEX FGHT HLDG CO INC | $51.42万 | 0.03% | 3,405 | 3,405 | — | $51.42万 | 新建仓 |
| PLAB | PHOTRONICS INC | $51.56万 | 0.03% | 15,849 | 15,849 | — | $51.56万 | 新建仓 |
| IOT | SAMSARA INC | $51.84万 | 0.03% | 15,984 | 15,984 | — | $51.84万 | 新建仓 |
| RGEN | REPLIGEN CORP | $51.86万 | 0.03% | 3,801 | 3,801 | — | $51.86万 | 新建仓 |
| BCX | BLACKROCK RES & COMMODITIES | $52.00万 | 0.03% | 45,975 | -31,077 | -40.3% | -$35.15万 | 减仓 |
| SYY | SYSCO CORP | $52.13万 | 0.03% | 6,237 | 1,662 | 36.3% | $13.89万 | 加仓 |
| BNY | BANK OF NY MELLON CORP | $52.18万 | 0.03% | 3,609 | -2,080 | -36.6% | -$30.08万 | 减仓 |
| PODD | INSULET CORP | $52.28万 | 0.03% | 3,434 | 984 | 40.2% | $14.98万 | 加仓 |
| FSLR | FIRST SOLAR INC | $52.43万 | 0.03% | 2,222 | 2,222 | — | $52.43万 | 新建仓 |
| — | BANCROFT FD LTD | $52.44万 | 0.03% | 20,178 | -1,377 | -6.4% | -$3.58万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $52.51万 | 0.03% | 4,148 | 1,374 | 49.5% | $17.39万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $52.60万 | 0.03% | 1,542 | -5,825 | -79.1% | -$198.69万 | 减仓 |
| WWD | WOODWARD INC | $52.67万 | 0.03% | 1,238 | -280 | -18.4% | -$11.91万 | 减仓 |
| NOVT | NOVANTA INC | $52.68万 | 0.03% | 3,247 | 3,247 | — | $52.68万 | 新建仓 |
| S | SENTINELONE INC | $53.18万 | 0.03% | 31,338 | 6,015 | 23.8% | $10.21万 | 加仓 |
| ORA | ORMAT TECHNOLOGIES INC | $53.27万 | 0.03% | 4,892 | 4,892 | — | $53.27万 | 新建仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $53.29万 | 0.03% | 2,025 | 1,068 | 111.6% | $28.11万 | 重新持有 |
| FCFS | FIRSTCASH HOLDINGS INC | $53.43万 | 0.03% | 2,470 | 2,470 | — | $53.43万 | 新建仓 |
| TKR | TIMKEN CO | $53.54万 | 0.03% | 3,684 | 3,684 | — | $53.54万 | 新建仓 |
| NWSA | NEWS CORP NEW | $53.72万 | 0.03% | 21,636 | 13,041 | 151.7% | $32.38万 | 加仓 |
| CUBE | CUBESMART | $53.78万 | 0.03% | 13,522 | 7,897 | 140.4% | $31.41万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $53.80万 | 0.03% | 1,083 | 428 | 65.3% | $21.26万 | 加仓 |
| EOG | EOG RES INC | $54.04万 | 0.03% | 4,166 | -321 | -7.2% | -$4.16万 | 减仓 |
| FN | FABRINET | $54.18万 | 0.03% | 964 | 964 | — | $54.18万 | 新建仓 |
| TAK | TAKEDA PHARMACEUTICAL CO LTD | $54.20万 | 0.03% | 33,809 | 7,780 | 29.9% | $12.47万 | 加仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $54.50万 | 0.03% | 10,477 | 4,823 | 85.3% | $25.09万 | 加仓 |
| GNTX | GENTEX CORP | $54.54万 | 0.03% | 21,582 | 21,582 | — | $54.54万 | 新建仓 |
| CHE | CHEMED CORP NEW | $54.63万 | 0.03% | 1,173 | 694 | 144.9% | $32.32万 | 重新持有 |
| DPG | DUFF & PHELPS UTLITY AND INF | $54.75万 | 0.03% | 36,718 | 25,113 | 216.4% | $37.44万 | 加仓 |
| SONY | SONY GROUP CORP | $54.88万 | 0.03% | 27,359 | 1,520 | 5.9% | $3.05万 | 加仓 |
| CRH | CRH PLC | $54.93万 | 0.03% | 5,131 | 316 | 6.6% | $3.38万 | 加仓 |
| CPRT | COPART INC | $55.02万 | 0.03% | 19,517 | 7,977 | 69.1% | $22.49万 | 加仓 |
| ON | ON SEMICONDUCTOR CORP | $55.15万 | 0.03% | 5,833 | 5,833 | — | $55.15万 | 新建仓 |
| EMR | EMERSON ELEC CO | $55.24万 | 0.03% | 3,859 | -3,799 | -49.6% | -$54.39万 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $55.40万 | 0.03% | 1,432 | 82 | 6.1% | $3.17万 | 加仓 |
| NMZ | NUVEEN MUN HIGH INCOME OPPOR | $55.53万 | 0.03% | 52,207 | 52,207 | — | $55.53万 | 新建仓 |
| TPG | TPG INC | $55.54万 | 0.03% | 13,696 | 13,696 | — | $55.54万 | 新建仓 |
| FLR | FLUOR CORP | $55.54万 | 0.03% | 10,601 | -3,654 | -25.6% | -$19.14万 | 减仓 |
| TSN | TYSON FOODS INC | $55.68万 | 0.03% | 9,725 | -2,555 | -20.8% | -$14.63万 | 减仓 |
| LIN | LINDE PLC | $55.78万 | 0.03% | 1,076 | -1,953 | -64.5% | -$101.24万 | 减仓 |