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 |
|---|---|---|---|---|---|---|---|---|
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -72,984 | -100.0% | -$1,238.24万 | 清仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $0 | 0.00% | 0 | -154,492 | -100.0% | -$584.60万 | 清仓 |
| MGK | VANGUARD WORLD FD | $0 | 0.00% | 0 | -58,535 | -100.0% | -$430.18万 | 清仓 |
| NRG | NRG ENERGY INC | $0 | 0.00% | 0 | -21,628 | -100.0% | -$316.07万 | 清仓 |
| IDEV | ISHARES TR | $0 | 0.00% | 0 | -36,574 | -100.0% | -$305.65万 | 清仓 |
| FLS | FLOWSERVE CORP | $0 | 0.00% | 0 | -35,348 | -100.0% | -$259.84万 | 清仓 |
| INGR | INGREDION INC | $0 | 0.00% | 0 | -19,942 | -100.0% | -$224.67万 | 清仓 |
| DFIS | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -64,450 | -100.0% | -$217.00万 | 清仓 |
| BX | BLACKSTONE INC | $0 | 0.00% | 0 | -18,802 | -100.0% | -$216.21万 | 清仓 |
| DFAE | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -63,200 | -100.0% | -$214.00万 | 清仓 |
| VTV | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -10,603 | -100.0% | -$208.04万 | 清仓 |
| IUSV | ISHARES TR | $0 | 0.00% | 0 | -19,656 | -100.0% | -$200.98万 | 清仓 |
| LDOS | LEIDOS HOLDINGS INC | $0 | 0.00% | 0 | -12,862 | -100.0% | -$200.04万 | 清仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -10,402 | -100.0% | -$199.64万 | 清仓 |
| XLK | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -14,890 | -100.0% | -$197.89万 | 清仓 |
| VXF | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -9,594 | -100.0% | -$197.43万 | 清仓 |
| IUSG | ISHARES TR | $0 | 0.00% | 0 | -12,613 | -100.0% | -$195.65万 | 清仓 |
| HUT | HUT 8 CORP | $0 | 0.00% | 0 | -37,105 | -100.0% | -$174.06万 | 清仓 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -7,541 | -100.0% | -$170.46万 | 清仓 |
| MCD | MCDONALDS CORP | $0 | 0.00% | 0 | -5,392 | -100.0% | -$167.57万 | 清仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $0 | 0.00% | 0 | -30,631 | -100.0% | -$165.56万 | 清仓 |
| T | AT&T INC | $0 | 0.00% | 0 | -56,044 | -100.0% | -$162.47万 | 清仓 |
| HRL | HORMEL FOODS CORP | $0 | 0.00% | 0 | -70,499 | -100.0% | -$159.68万 | 清仓 |
| GLD | SPDR GOLD TR | $0 | 0.00% | 0 | -3,694 | -100.0% | -$158.95万 | 清仓 |
| FANG | DIAMONDBACK ENERGY INC | $0 | 0.00% | 0 | -7,039 | -100.0% | -$139.23万 | 清仓 |
| — | WELLS FARGO & CO | $0 | 0.00% | 0 | -1,074 | -100.0% | -$124.06万 | 清仓 |
| OKE | ONEOK INC NEW | $0 | 0.00% | 0 | -13,474 | -100.0% | -$121.79万 | 清仓 |
| TFC | TRUIST FINL CORP | $0 | 0.00% | 0 | -24,509 | -100.0% | -$112.67万 | 清仓 |
| — | BANK AMERICA CORP | $0 | 0.00% | 0 | -933 | -100.0% | -$111.17万 | 清仓 |
| WELL | WELLTOWER INC | $0 | 0.00% | 0 | -5,595 | -100.0% | -$110.61万 | 清仓 |
| IJH | ISHARES TR | $0 | 0.00% | 0 | -16,022 | -100.0% | -$108.20万 | 清仓 |
| ILCG | ISHARES TR | $0 | 0.00% | 0 | -11,225 | -100.0% | -$107.17万 | 清仓 |
| ACWX | ISHARES TR | $0 | 0.00% | 0 | -14,566 | -100.0% | -$99.74万 | 清仓 |
| DE | DEERE & CO | $0 | 0.00% | 0 | -1,741 | -100.0% | -$98.07万 | 清仓 |
| ENSG | ENSIGN GROUP INC | $0 | 0.00% | 0 | -4,443 | -100.0% | -$89.53万 | 清仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -17,514 | -100.0% | -$88.64万 | 清仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $0 | 0.00% | 0 | -9,547 | -100.0% | -$86.03万 | 清仓 |
| EFA | ISHARES TR | $0 | 0.00% | 0 | -8,494 | -100.0% | -$82.50万 | 清仓 |
| EWJ | ISHARES INC | $0 | 0.00% | 0 | -9,574 | -100.0% | -$80.84万 | 清仓 |
| IJR | ISHARES TR | $0 | 0.00% | 0 | -6,494 | -100.0% | -$80.72万 | 清仓 |
| XLC | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -7,246 | -100.0% | -$80.33万 | 清仓 |
| EEM | ISHARES TR | $0 | 0.00% | 0 | -13,622 | -100.0% | -$77.36万 | 清仓 |
| KKR | KKR & CO INC | $0 | 0.00% | 0 | -8,264 | -100.0% | -$76.44万 | 清仓 |
| NXST | NEXSTAR MEDIA GROUP INC | $0 | 0.00% | 0 | -4,121 | -100.0% | -$74.51万 | 清仓 |
| UNP | UNION PAC CORP | $0 | 0.00% | 0 | -3,039 | -100.0% | -$73.74万 | 清仓 |
| — | CATALYST PHARMACEUTICALS INC | $0 | 0.00% | 0 | -29,617 | -100.0% | -$73.33万 | 清仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -15,414 | -100.0% | -$72.49万 | 清仓 |
| ESGU | ISHARES TR | $0 | 0.00% | 0 | -4,961 | -100.0% | -$70.16万 | 清仓 |
| GWW | WW GRAINGER INC | $0 | 0.00% | 0 | -638 | -100.0% | -$69.59万 | 清仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $0 | 0.00% | 0 | -1,388 | -100.0% | -$68.22万 | 清仓 |
| LNC | LINCOLN NATL CORP IND | $0 | 0.00% | 0 | -18,845 | -100.0% | -$66.90万 | 清仓 |
| HAS | HASBRO INC | $0 | 0.00% | 0 | -7,081 | -100.0% | -$66.28万 | 清仓 |
| — | COTERRA ENERGY INC | $0 | 0.00% | 0 | -18,806 | -100.0% | -$66.09万 | 清仓 |
| WY | WEYERHAEUSER CO | $0 | 0.00% | 0 | -25,891 | -100.0% | -$63.25万 | 清仓 |
| PR | PERMIAN RESOURCES CORP | $0 | 0.00% | 0 | -29,634 | -100.0% | -$63.18万 | 清仓 |
| REXR | REXFORD INDL RLTY INC | $0 | 0.00% | 0 | -19,252 | -100.0% | -$63.01万 | 清仓 |
| JOF | JAPAN SMALLER CAPITALIZATION | $0 | 0.00% | 0 | -57,744 | -100.0% | -$62.94万 | 清仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $0 | 0.00% | 0 | -3,033 | -100.0% | -$61.62万 | 清仓 |
| HURN | HURON CONSULTING GROUP INC | $0 | 0.00% | 0 | -4,770 | -100.0% | -$60.81万 | 清仓 |
| SHLD | GLOBAL X FDS | $0 | 0.00% | 0 | -8,469 | -100.0% | -$59.99万 | 清仓 |
| RWL | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -5,144 | -100.0% | -$59.11万 | 清仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $0 | 0.00% | 0 | -8,138 | -100.0% | -$59.04万 | 清仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -2,476 | -100.0% | -$58.83万 | 清仓 |
| ET | ENERGY TRANSFER L P | $0 | 0.00% | 0 | -30,199 | -100.0% | -$58.28万 | 清仓 |
| LEA | LEAR CORP | $0 | 0.00% | 0 | -4,788 | -100.0% | -$57.97万 | 清仓 |
| FAST | FASTENAL CO | $0 | 0.00% | 0 | -12,465 | -100.0% | -$57.84万 | 清仓 |
| ADSK | AUTODESK INC | $0 | 0.00% | 0 | -2,412 | -100.0% | -$57.74万 | 清仓 |
| PGR | PROGRESSIVE CORP | $0 | 0.00% | 0 | -2,848 | -100.0% | -$56.46万 | 清仓 |
| VHT | VANGUARD WORLD FD | $0 | 0.00% | 0 | -2,037 | -100.0% | -$55.47万 | 清仓 |
| IMCG | ISHARES TR | $0 | 0.00% | 0 | -6,987 | -100.0% | -$55.04万 | 清仓 |
| CW | CURTISS WRIGHT CORP | $0 | 0.00% | 0 | -805 | -100.0% | -$54.83万 | 清仓 |
| NI | NISOURCE INC | $0 | 0.00% | 0 | -11,563 | -100.0% | -$53.95万 | 清仓 |
| VRP | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -22,280 | -100.0% | -$53.43万 | 清仓 |
| LULU | LULULEMON ATHLETICA INC | $0 | 0.00% | 0 | -3,486 | -100.0% | -$53.37万 | 清仓 |
| LBRT | LIBERTY ENERGY INC | $0 | 0.00% | 0 | -18,255 | -100.0% | -$52.58万 | 清仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $0 | 0.00% | 0 | -13,418 | -100.0% | -$51.55万 | 清仓 |
| — | DUPONT DE NEMOURS INC | $0 | 0.00% | 0 | -3,723 | -100.0% | -$51.16万 | 清仓 |
| CCL | CARNIVAL CORP | $0 | 0.00% | 0 | -19,745 | -100.0% | -$51.10万 | 清仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -2,589 | -100.0% | -$51.06万 | 清仓 |
| CMS | CMS ENERGY CORP | $0 | 0.00% | 0 | -6,523 | -100.0% | -$50.61万 | 清仓 |
| CLX | CLOROX CO DEL | $0 | 0.00% | 0 | -4,843 | -100.0% | -$50.19万 | 清仓 |
| CG | CARLYLE GROUP INC | $0 | 0.00% | 0 | -10,341 | -100.0% | -$50.04万 | 清仓 |
| WDAY | WORKDAY INC | $0 | 0.00% | 0 | -3,825 | -100.0% | -$49.69万 | 清仓 |
| FISV | FISERV INC | $0 | 0.00% | 0 | -8,779 | -100.0% | -$48.99万 | 清仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $0 | 0.00% | 0 | -2,201 | -100.0% | -$47.33万 | 清仓 |
| ALLE | ALLEGION PLC | $0 | 0.00% | 0 | -3,242 | -100.0% | -$47.11万 | 清仓 |
| PXH | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -17,197 | -100.0% | -$46.28万 | 清仓 |
| NXPI | NXP SEMICONDUCTORS N V | $0 | 0.00% | 0 | -2,343 | -100.0% | -$46.12万 | 清仓 |
| DVY | ISHARES TR | $0 | 0.00% | 0 | -3,044 | -100.0% | -$46.09万 | 清仓 |
| PPL | PPL CORP | $0 | 0.00% | 0 | -12,064 | -100.0% | -$46.08万 | 清仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $0 | 0.00% | 0 | -6,997 | -100.0% | -$45.21万 | 清仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $0 | 0.00% | 0 | -2,867 | -100.0% | -$45.10万 | 清仓 |
| XLV | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -3,075 | -100.0% | -$45.08万 | 清仓 |
| LH | LABCORP HOLDINGS INC | $0 | 0.00% | 0 | -1,686 | -100.0% | -$44.99万 | 清仓 |
| IWR | ISHARES TR | $0 | 0.00% | 0 | -4,615 | -100.0% | -$44.87万 | 清仓 |
| KMB | KIMBERLY-CLARK CORP | $0 | 0.00% | 0 | -4,606 | -100.0% | -$44.43万 | 清仓 |
| ITT | ITT INC | $0 | 0.00% | 0 | -2,332 | -100.0% | -$44.43万 | 清仓 |
| DFIN | DONNELLEY FINL SOLUTIONS INC | $0 | 0.00% | 0 | -9,374 | -100.0% | -$44.19万 | 清仓 |
| FHI | FEDERATED HERMES INC | $0 | 0.00% | 0 | -7,725 | -100.0% | -$43.81万 | 清仓 |
| CLMB | CLIMB GLOBAL SOLUTIONS INC | $0 | 0.00% | 0 | -21,802 | -100.0% | -$43.21万 | 清仓 |