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 |
|---|---|---|---|---|---|---|---|---|
| — | GUESS INC | $0 | 0.00% | 0 | -362,018 | -100.0% | -$606.38万 | 清仓 |
| FPE | FIRST TR EXCH TRADED FD III | $0 | 0.00% | 0 | -187,861 | -100.0% | -$342.28万 | 清仓 |
| ASGI | ABRDN GLOBAL INFRA INCOME FU | $0 | 0.00% | 0 | -80,669 | -100.0% | -$182.07万 | 清仓 |
| MFC | MANULIFE FINL CORP | $0 | 0.00% | 0 | -39,256 | -100.0% | -$142.42万 | 清仓 |
| FDS | FACTSET RESH SYS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | EXACT SCIENCES CORP | $0 | 0.00% | 0 | -8,471 | -100.0% | -$86.03万 | 清仓 |
| CNO | CNO FINL GROUP INC | $0 | 0.00% | 0 | -20,234 | -100.0% | -$85.93万 | 清仓 |
| ESTC | ELASTIC N V | $0 | 0.00% | 0 | -11,366 | -100.0% | -$85.75万 | 清仓 |
| ONB | OLD NATL BANCORP IND | $0 | 0.00% | 0 | -31,264 | -100.0% | -$69.75万 | 清仓 |
| STE | STERIS PLC | $0 | 0.00% | 0 | -2,509 | -100.0% | -$63.61万 | 清仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -3,237 | -100.0% | -$59.52万 | 清仓 |
| — | TRI POINTE HOMES INC | $0 | 0.00% | 0 | -18,251 | -100.0% | -$57.44万 | 清仓 |
| — | CSG SYS INTL INC | $0 | 0.00% | 0 | -7,386 | -100.0% | -$56.88万 | 清仓 |
| TFX | TELEFLEX INCORPORATED | $0 | 0.00% | 0 | -4,648 | -100.0% | -$56.72万 | 清仓 |
| SLM | SLM CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | CONFLUENT INC | $0 | 0.00% | 0 | -18,336 | -100.0% | -$55.45万 | 清仓 |
| SH | PROSHARES TR | $0 | 0.00% | 0 | -14,857 | -100.0% | -$53.53万 | 清仓 |
| GTLB | GITLAB INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PINS | PINTEREST INC | $0 | 0.00% | 0 | -19,442 | -100.0% | -$50.34万 | 清仓 |
| — | REV GROUP INC | $0 | 0.00% | 0 | -8,203 | -100.0% | -$49.93万 | 清仓 |
| — | DAYFORCE INC | $0 | 0.00% | 0 | -6,859 | -100.0% | -$47.44万 | 清仓 |
| PCTY | PAYLOCITY HLDG CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | SYNOVUS FINL CORP | $0 | 0.00% | 0 | -9,111 | -100.0% | -$45.60万 | 清仓 |
| GDDY | GODADDY INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ETSY | ETSY INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| OTIS | OTIS WORLDWIDE CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HSTM | HEALTHSTREAM INC | $0 | 0.00% | 0 | -17,263 | -100.0% | -$39.83万 | 清仓 |
| VRSK | VERISK ANALYTICS INC | $0 | 0.00% | 0 | -1,701 | -100.0% | -$38.05万 | 清仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| JEF | JEFFERIES FINL GROUP INC | $0 | 0.00% | 0 | -5,793 | -100.0% | -$35.90万 | 清仓 |
| CORT | CORCEPT THERAPEUTICS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GDOT | GREEN DOT CORP | $0 | 0.00% | 0 | -27,550 | -100.0% | -$35.29万 | 清仓 |
| — | AMCOR PLC | $0 | 0.00% | 0 | -8,434 | -100.0% | -$35.17万 | 清仓 |
| EG | EVEREST GROUP LTD | $0 | 0.00% | 0 | -1,014 | -100.0% | -$34.41万 | 清仓 |
| NCLH | NORWEGIAN CRUISE LINE HLDG L | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| KD | KYNDRYL HLDGS INC | $0 | 0.00% | 0 | -11,414 | -100.0% | -$30.32万 | 清仓 |
| STLA | STELLANTIS N.V | $0 | 0.00% | 0 | -27,292 | -100.0% | -$29.72万 | 清仓 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| WST | WEST PHARMACEUTICAL SVSC INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PPC | PILGRIMS PRIDE CORP | $0 | 0.00% | 0 | -7,159 | -100.0% | -$27.91万 | 清仓 |
| MGM | MGM RESORTS INTERNATIONAL | $0 | 0.00% | 0 | -7,617 | -100.0% | -$27.79万 | 清仓 |
| MBB | ISHARES TR | $0 | 0.00% | 0 | -2,787 | -100.0% | -$26.54万 | 清仓 |
| SBAC | SBA COMMUNICATIONS CORP NEW | $0 | 0.00% | 0 | -1,371 | -100.0% | -$26.52万 | 清仓 |
| SRPT | SAREPTA THERAPEUTICS INC | $0 | 0.00% | 0 | -12,026 | -100.0% | -$25.88万 | 清仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | MORGAN STANLEY INDIA INVT FD | $0 | 0.00% | 0 | -9,171 | -100.0% | -$24.73万 | 清仓 |
| IEI | ISHARES TR | $0 | 0.00% | 0 | -2,065 | -100.0% | -$24.64万 | 清仓 |
| PNR | PENTAIR PLC | $0 | 0.00% | 0 | -2,349 | -100.0% | -$24.46万 | 清仓 |
| BBSI | BARRETT BUSINESS SVCS INC | $0 | 0.00% | 0 | -6,744 | -100.0% | -$24.42万 | 清仓 |
| APTV | APTIV PLC | $0 | 0.00% | 0 | -3,113 | -100.0% | -$23.69万 | 清仓 |
| — | BLACKROCK CALIF MUN INCOME T | $0 | 0.00% | 0 | -21,734 | -100.0% | -$23.34万 | 清仓 |
| TDC | TERADATA CORP DEL | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| OLLI | OLLIES BARGAIN OUTLET HLDGS | $0 | 0.00% | 0 | -2,069 | -100.0% | -$22.68万 | 清仓 |
| AMH | AMERICAN HOMES 4 RENT | $0 | 0.00% | 0 | -6,984 | -100.0% | -$22.42万 | 清仓 |
| RDDT | REDDIT INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PII | POLARIS INC | $0 | 0.00% | 0 | -3,462 | -100.0% | -$21.90万 | 清仓 |
| BRBR | BELLRING BRANDS INC | $0 | 0.00% | 0 | -8,188 | -100.0% | -$21.89万 | 清仓 |
| CR | CRANE COMPANY | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| OMF | ONEMAIN HLDGS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| KHC | KRAFT HEINZ CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ESNT | ESSENT GROUP LTD | $0 | 0.00% | 0 | -3,234 | -100.0% | -$21.02万 | 清仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -779 | -100.0% | -$20.97万 | 清仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CHE | CHEMED CORP NEW | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AOS | SMITH A O CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MTBA | SIMPLIFY EXCHANGE TRADED FUN | $0 | 0.00% | 0 | -3,993 | -100.0% | -$20.13万 | 清仓 |
| NVO | NOVO-NORDISK A S | $0 | 0.00% | 0 | -3,954 | -100.0% | -$20.12万 | 清仓 |
| GTM | ZOOMINFO TECHNOLOGIES INC | $0 | 0.00% | 0 | -18,678 | -100.0% | -$19.00万 | 清仓 |
| CAG | CONAGRA BRANDS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PATH | UIPATH INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| RITM | RITHM CAPITAL CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | BLACKROCK N Y MUN INCOME TRU | $0 | 0.00% | 0 | -15,014 | -100.0% | -$15.22万 | 清仓 |
| XRAY | DENTSPLY SIRONA INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | BLACKROCK MUNIHLDGS NY QLTY | $0 | 0.00% | 0 | -11,557 | -100.0% | -$11.82万 | 清仓 |
| — | AGILON HEALTH INC | $0 | 0.00% | 0 | -19,661 | -100.0% | -$1.35万 | 清仓 |
| — | NEW FORTRESS ENERGY INC | $1.15万 | 0.00% | 19,477 | 19,477 | — | $1.15万 | 新建仓 |
| — | BEYOND MEAT INC | $2.49万 | 0.00% | 35,488 | 35,488 | — | $2.49万 | 新建仓 |
| — | ALIGHT INC | $2.66万 | 0.00% | 45,589 | 45,589 | — | $2.66万 | 新建仓 |
| PLTK | PLAYTIKA HLDG CORP | $2.96万 | 0.00% | 10,639 | -6,721 | -38.7% | -$1.87万 | 减仓 |
| UWMC | UWM HOLDINGS CORPORATION | $4.80万 | 0.00% | 13,247 | 1,378 | 11.6% | $4,988 | 加仓 |
| SNAP | SNAP INC | $5.15万 | 0.00% | 11,185 | 11,185 | — | $5.15万 | 新建仓 |
| IRWD | IRONWOOD PHARMACEUTICALS INC | $5.43万 | 0.00% | 15,467 | 658 | 4.4% | $2,310 | 加仓 |
| XBGYX | BLACKROCK ENHANCED INTL DIV | $6.07万 | 0.00% | 11,211 | 0 | 0.0% | — | 不变 |
| PTON | PELOTON INTERACTIVE INC | $6.08万 | 0.00% | 14,177 | 4,051 | 40.0% | $1.74万 | 加仓 |
| CTMX | CYTOMX THERAPEUTICS INC. | $6.97万 | 0.00% | 14,833 | -1 | -0.0% | -$5 | 减仓 |
| — | MFS INTER INCOME TR | $7.53万 | 0.00% | 30,000 | 30,000 | — | $7.53万 | 新建仓 |
| — | MFS CHARTER INCOME TR | $7.88万 | 0.00% | 13,000 | 13,000 | — | $7.88万 | 新建仓 |
| WEN | WENDYS CO | $7.93万 | 0.00% | 11,415 | -9,292 | -44.9% | -$6.46万 | 减仓 |
| — | MFS HIGH INCOME MUN TR | $9.01万 | 0.00% | 24,282 | -618 | -2.5% | -$2,293 | 减仓 |
| FSCO | FS CREDIT OPPORTUNITIES CORP | $9.22万 | 0.00% | 18,083 | 0 | 0.0% | — | 不变 |
| BRW | SABA CAPITAL INCOME & OPRNT | $9.43万 | 0.01% | 13,991 | 13,991 | — | $9.43万 | 新建仓 |
| — | MORGAN STANLEY EMKT DBT FD I | $9.78万 | 0.01% | 13,937 | -79 | -0.6% | -$555 | 减仓 |
| — | EAGLE POINT INCOME COMPANY I | $9.87万 | 0.01% | 10,453 | -247 | -2.3% | -$2,332 | 减仓 |
| ACP | ABRDN INCOME CREDIT STRATEGI | $9.93万 | 0.01% | 19,474 | -483 | -2.4% | -$2,463 | 减仓 |
| BTZ | BLACKROCK CR ALLOCATION | $11.34万 | 0.01% | 11,223 | -30 | -0.3% | -$303 | 减仓 |
| XEMDX | WESTERN ASSET EMERGING MKTS | $11.42万 | 0.01% | 11,632 | 0 | 0.0% | — | 不变 |
| CCC | CCC INTELLIGENT SOLUTIONS HL | $11.63万 | 0.01% | 19,380 | 19,380 | — | $11.63万 | 新建仓 |
| GRAB | GRAB HOLDINGS LIMITED | $11.63万 | 0.01% | 31,784 | 5,986 | 23.2% | $2.19万 | 加仓 |
| NMR | NOMURA HLDGS INC | $12.18万 | 0.01% | 15,434 | 211 | 1.4% | $1,665 | 加仓 |