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 |
|---|---|---|---|---|---|---|---|---|
| TCMD | TACTILE SYS TECHNOLOGY INC | $55.84万 | 0.03% | 18,752 | 1,052 | 5.9% | $3.13万 | 加仓 |
| CALM | CAL MAINE FOODS INC | $55.85万 | 0.03% | 6,932 | -275 | -3.8% | -$2.22万 | 减仓 |
| IWD | ISHARES TR | $55.86万 | 0.03% | 2,304 | -7,776 | -77.1% | -$188.53万 | 减仓 |
| NKE | NIKE INC | $56.16万 | 0.03% | 13,572 | 5,994 | 79.1% | $24.80万 | 加仓 |
| PAHC | PHIBRO ANIMAL HEALTH CORP | $56.27万 | 0.03% | 17,920 | 17,920 | — | $56.27万 | 新建仓 |
| SMFG | SUMITOMO MITSUI FIN GRP INC | $56.40万 | 0.03% | 23,919 | 2,257 | 10.4% | $5.32万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $56.68万 | 0.03% | 804 | 269 | 50.3% | $18.96万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $56.96万 | 0.03% | 6,173 | -47,620 | -88.5% | -$439.41万 | 减仓 |
| MSCI | MSCI INC | $57.21万 | 0.03% | 1,021 | -76 | -6.9% | -$4.26万 | 减仓 |
| IT | GARTNER INC | $57.93万 | 0.04% | 4,469 | 1,050 | 30.7% | $13.61万 | 加仓 |
| ULTA | ULTA BEAUTY INC | $58.00万 | 0.04% | 1,286 | -432 | -25.1% | -$19.48万 | 减仓 |
| INVH | INVITATION HOMES INC | $58.13万 | 0.04% | 19,051 | 4,526 | 31.2% | $13.81万 | 加仓 |
| ADUS | ADDUS HOMECARE CORP | $58.50万 | 0.04% | 5,823 | -48 | -0.8% | -$4,823 | 减仓 |
| NVR | NVR INC | $58.60万 | 0.04% | 86 | 86 | — | $58.60万 | 新建仓 |
| ALGM | ALLEGRO MICROSYSTEMS INC | $58.68万 | 0.04% | 8,428 | 8,428 | — | $58.68万 | 新建仓 |
| BSX | BOSTON SCIENTIFIC CORP | $58.85万 | 0.04% | 13,789 | 5,257 | 61.6% | $22.44万 | 加仓 |
| EBS | EMERGENT BIOSOLUTIONS INC | $59.28万 | 0.04% | 70,740 | 4,986 | 7.6% | $4.18万 | 加仓 |
| EFX | EQUIFAX INC | $59.41万 | 0.04% | 3,743 | 651 | 21.1% | $10.33万 | 加仓 |
| VIK | VIKING HOLDINGS LTD | $59.46万 | 0.04% | 5,681 | 282 | 5.2% | $2.95万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $59.78万 | 0.04% | 2,057 | 927 | 82.0% | $26.94万 | 加仓 |
| M | MACYS INC | $59.95万 | 0.04% | 25,228 | -15,649 | -38.3% | -$37.19万 | 减仓 |
| MHK | MOHAWK INDS INC | $60.00万 | 0.04% | 4,945 | -580 | -10.5% | -$7.04万 | 减仓 |
| GTLB | GITLAB INC | $60.13万 | 0.04% | 19,695 | 5,591 | 39.6% | $17.07万 | 重新持有 |
| SAN | BANCO SANTANDER SA | $60.48万 | 0.04% | 43,824 | -1,723 | -3.8% | -$2.38万 | 减仓 |
| LRN | STRIDE INC | $60.66万 | 0.04% | 7,034 | 8 | 0.1% | $690 | 加仓 |
| LYFT | LYFT INC | $60.89万 | 0.04% | 41,677 | -11,582 | -21.7% | -$16.92万 | 减仓 |
| DOW | DOW HLDGS INC | $60.92万 | 0.04% | 22,265 | 2,412 | 12.1% | $6.60万 | 加仓 |
| PFE | PFIZER INC | $61.04万 | 0.04% | 25,350 | -7,520 | -22.9% | -$18.11万 | 减仓 |
| HUBB | HUBBELL INC | $61.09万 | 0.04% | 1,168 | 1,168 | — | $61.09万 | 新建仓 |
| USA | LIBERTY ALL STAR EQUITY FD | $61.13万 | 0.04% | 105,207 | 58,747 | 126.4% | $34.13万 | 加仓 |
| IONQ | IONQ INC | $61.13万 | 0.04% | 11,478 | 11,478 | — | $61.13万 | 新建仓 |
| PEO | ADAM NAT RES FD INC | $61.14万 | 0.04% | 24,734 | -1,090 | -4.2% | -$2.69万 | 减仓 |
| VEEV | VEEVA SYS INC | $61.55万 | 0.04% | 3,468 | 842 | 32.1% | $14.94万 | 加仓 |
| PWR | QUANTA SVCS INC | $61.56万 | 0.04% | 855 | 372 | 77.0% | $26.78万 | 加仓 |
| CHW | CALAMOS GBL DYN INCOME FUND | $61.69万 | 0.04% | 69,241 | 10,471 | 17.8% | $9.33万 | 加仓 |
| MKC | MCCORMICK & CO INC | $62.22万 | 0.04% | 12,341 | 12,341 | — | $62.22万 | 新建仓 |
| TMUS | T-MOBILE US INC | $63.43万 | 0.04% | 3,782 | -1,183 | -23.8% | -$19.84万 | 减仓 |
| MGY | MAGNOLIA OIL & GAS CORP | $63.56万 | 0.04% | 24,846 | 391 | 1.6% | $1.00万 | 加仓 |
| EBF | ENNIS INC | $63.77万 | 0.04% | 30,010 | 2,230 | 8.0% | $4.74万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $64.41万 | 0.04% | 1,233 | -2,587 | -67.7% | -$135.14万 | 减仓 |
| SNX | TD SYNNEX CORPORATION | $64.48万 | 0.04% | 2,412 | -83 | -3.3% | -$2.22万 | 减仓 |
| OSK | OSHKOSH CORP | $64.55万 | 0.04% | 4,206 | 1,515 | 56.3% | $23.25万 | 加仓 |
| COO | COOPER COS INC | $64.79万 | 0.04% | 9,035 | 4,470 | 97.9% | $32.05万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $64.79万 | 0.04% | 1,321 | -810 | -38.0% | -$39.73万 | 减仓 |
| — | LAZARD GLOBAL TOTAL RETURN & | $64.89万 | 0.04% | 35,111 | -2,579 | -6.8% | -$4.77万 | 减仓 |
| PLD | PROLOGIS INC. | $64.92万 | 0.04% | 4,792 | -1,353 | -22.0% | -$18.33万 | 减仓 |
| WFRD | WEATHERFORD INTL PLC | $64.92万 | 0.04% | 7,960 | 7,960 | — | $64.92万 | 新建仓 |
| NML | NEUBERGER ENGY INFRSTR & INC | $64.95万 | 0.04% | 64,054 | 43,839 | 216.9% | $44.45万 | 加仓 |
| NTRS | NORTHERN TR CORP | $64.98万 | 0.04% | 3,719 | -487 | -11.6% | -$8.51万 | 减仓 |
| MCK | MCKESSON CORP | $65.31万 | 0.04% | 863 | -485 | -36.0% | -$36.70万 | 减仓 |
| ALGN | ALIGN TECHNOLOGY INC | $65.81万 | 0.04% | 3,902 | -394 | -9.2% | -$6.65万 | 减仓 |
| MDB | MONGODB INC | $66.07万 | 0.04% | 1,967 | 115 | 6.2% | $3.86万 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $66.32万 | 0.04% | 6,900 | -2,346 | -25.4% | -$22.55万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $66.43万 | 0.04% | 2,011 | -1,108 | -35.5% | -$36.60万 | 减仓 |
| MPC | MARATHON PETE CORP | $67.33万 | 0.04% | 2,633 | -5,646 | -68.2% | -$144.37万 | 减仓 |
| AXON | AXON ENTERPRISE INC | $67.44万 | 0.04% | 1,203 | 1,203 | — | $67.44万 | 新建仓 |
| CTAS | CINTAS CORP | $67.57万 | 0.04% | 3,973 | 3,973 | — | $67.57万 | 新建仓 |
| — | PRINCIPAL REAL ESTATE INCOME | $67.65万 | 0.04% | 65,743 | -5,144 | -7.3% | -$5.29万 | 减仓 |
| KEY | KEYCORP | $67.65万 | 0.04% | 29,350 | 13,870 | 89.6% | $31.97万 | 加仓 |
| DIS | DISNEY WALT CO | $68.50万 | 0.04% | 7,059 | -11,426 | -61.8% | -$110.88万 | 减仓 |
| UHS | UNIVERSAL HLTH SVCS INC | $68.53万 | 0.04% | 4,609 | 166 | 3.7% | $2.47万 | 加仓 |
| TXN | TEXAS INSTRS INC | $68.72万 | 0.04% | 2,305 | -3,464 | -60.0% | -$103.27万 | 减仓 |
| CBSH | COMMERCE BANCSHARES INC | $68.93万 | 0.04% | 11,936 | 7,131 | 148.4% | $41.18万 | 加仓 |
| GXO | GXO LOGISTICS INCORPORATED | $68.98万 | 0.04% | 13,605 | 13,605 | — | $68.98万 | 新建仓 |
| CSX | CSX CORP | $69.32万 | 0.04% | 14,585 | -20,938 | -58.9% | -$99.52万 | 减仓 |
| OII | OCEANEERING INTL INC | $69.35万 | 0.04% | 17,116 | 17,116 | — | $69.35万 | 新建仓 |
| CDP | COPT DEFENSE PROPERTIES | $69.42万 | 0.04% | 18,910 | -5,364 | -22.1% | -$19.69万 | 减仓 |
| DDOG | DATADOG INC | $69.55万 | 0.04% | 2,671 | -1,496 | -35.9% | -$38.96万 | 减仓 |
| RH | RH | $69.70万 | 0.04% | 4,231 | 4,231 | — | $69.70万 | 新建仓 |
| SUPN | INDIVIOR PHARMACEUTICALS INC | $69.79万 | 0.04% | 17,010 | 1,286 | 8.2% | $5.28万 | 加仓 |
| NET | CLOUDFLARE INC | $70.00万 | 0.04% | 2,854 | 1,265 | 79.6% | $31.03万 | 加仓 |
| KMX | CARMAX INC | $70.19万 | 0.04% | 13,271 | -6,407 | -32.6% | -$33.89万 | 减仓 |
| OC | OWENS CORNING NEW | $70.39万 | 0.04% | 4,428 | 650 | 17.2% | $10.33万 | 加仓 |
| WWW | WOLVERINE WORLD WIDE INC | $70.67万 | 0.04% | 42,750 | 841 | 2.0% | $1.39万 | 加仓 |
| ELAN | ELANCO ANIMAL HEALTH INC | $70.85万 | 0.04% | 28,789 | 28,789 | — | $70.85万 | 新建仓 |
| PG | PROCTER & GAMBLE CO | $70.95万 | 0.04% | 4,839 | -15,048 | -75.7% | -$220.65万 | 减仓 |
| APLE | APPLE HOSPITALITY REIT INC | $71.01万 | 0.04% | 42,042 | 1,766 | 4.4% | $2.98万 | 加仓 |
| CSTM | CONSTELLIUM SE | $71.61万 | 0.04% | 22,469 | 22,469 | — | $71.61万 | 新建仓 |
| AMGN | AMGEN INC | $71.70万 | 0.04% | 1,980 | -3,508 | -63.9% | -$127.02万 | 减仓 |
| DLR | DIGITAL RLTY TR INC | $71.77万 | 0.04% | 3,997 | 520 | 15.0% | $9.34万 | 加仓 |
| TLN | TALEN ENERGY CORP | $72.05万 | 0.04% | 1,875 | 1,875 | — | $72.05万 | 新建仓 |
| HAL | HALLIBURTON CO | $72.07万 | 0.04% | 21,228 | -1,878 | -8.1% | -$6.38万 | 减仓 |
| BTT | BLACKROCK MUN TARGET TERM TR | $72.13万 | 0.04% | 31,643 | -2,501 | -7.3% | -$5.70万 | 减仓 |
| ESGE | ISHARES INC | $72.25万 | 0.04% | 13,210 | -941 | -6.6% | -$5.15万 | 减仓 |
| IWF | ISHARES TR | $72.42万 | 0.04% | 5,832 | -16,580 | -74.0% | -$205.88万 | 减仓 |
| HSY | HERSHEY CO | $72.60万 | 0.04% | 4,138 | 4,138 | — | $72.60万 | 新建仓 |
| SOFI | SOFI TECHNOLOGIES INC | $72.62万 | 0.04% | 40,503 | 40,503 | — | $72.62万 | 新建仓 |
| UNFI | UNITED NAT FOODS INC | $72.73万 | 0.04% | 15,926 | 529 | 3.4% | $2.42万 | 加仓 |
| DVN | DEVON ENERGY CORP NEW | $73.13万 | 0.04% | 17,699 | -5,074 | -22.3% | -$20.97万 | 减仓 |
| SPNT | SIRIUSPOINT LTD | $73.79万 | 0.05% | 30,745 | 1,939 | 6.7% | $4.65万 | 加仓 |
| FOUR | SHIFT4 PMTS INC | $74.32万 | 0.05% | 15,280 | 15,280 | — | $74.32万 | 新建仓 |
| IMKTA | INGLES MKTS INC | $74.32万 | 0.05% | 8,390 | 393 | 4.9% | $3.48万 | 加仓 |
| ADBE | ADOBE INC | $74.48万 | 0.05% | 3,633 | -29 | -0.8% | -$5,945 | 减仓 |
| AAT | AMERICAN ASSETS TR INC | $74.54万 | 0.05% | 30,190 | 2,515 | 9.1% | $6.21万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $74.58万 | 0.05% | 8,497 | -7,630 | -47.3% | -$66.97万 | 减仓 |
| INVX | INNOVEX INTERNATIONAL INC | $75.34万 | 0.05% | 30,381 | 1,734 | 6.1% | $4.30万 | 加仓 |
| CWK | CUSHMAN AND WAKEFIELD LTD | $75.37万 | 0.05% | 56,288 | 16,768 | 42.4% | $22.45万 | 加仓 |
| HRMY | HARMONY BIOSCIENCES HLDGS IN | $75.53万 | 0.05% | 20,743 | 2,111 | 11.3% | $7.69万 | 加仓 |
| — | TORTOISE CAPITAL SERIES TRUS | $76.26万 | 0.05% | 34,868 | -5,098 | -12.8% | -$11.15万 | 减仓 |
| FDS | FACTSET RESH SYS INC | $76.28万 | 0.05% | 3,315 | -781 | -19.1% | -$17.97万 | 重新持有 |