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 |
|---|---|---|---|---|---|---|---|---|
| ELS | EQUITY LIFESTYLE PROPERTIES | $21.78万 | 0.01% | 3,349 | 3,349 | — | $21.78万 | 新建仓 |
| POOL | POOL CORP | $21.76万 | 0.01% | 1,013 | 1,013 | — | $21.76万 | 新建仓 |
| RJF | RAYMOND JAMES FINL INC | $21.75万 | 0.01% | 1,431 | -43 | -2.9% | -$6,537 | 减仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $21.73万 | 0.01% | 5,612 | -27,166 | -82.9% | -$105.21万 | 减仓 |
| IRT | INDEPENDENCE RLTY TR INC | $21.72万 | 0.01% | 12,875 | 12,875 | — | $21.72万 | 新建仓 |
| AEE | AMEREN CORP | $21.69万 | 0.01% | 1,920 | -2,909 | -60.2% | -$32.87万 | 减仓 |
| ADC | AGREE RLTY CORP | $21.65万 | 0.01% | 2,848 | 2,848 | — | $21.65万 | 新建仓 |
| RPM | RPM INTL INC | $21.64万 | 0.01% | 1,947 | 1,947 | — | $21.64万 | 新建仓 |
| MDLN | MEDLINE INC | $21.63万 | 0.01% | 5,485 | 5,485 | — | $21.63万 | 新建仓 |
| AVT | AVNET INC | $21.60万 | 0.01% | 2,432 | 2,432 | — | $21.60万 | 新建仓 |
| ROKU | ROKU INC | $21.56万 | 0.01% | 1,561 | -696 | -30.8% | -$9.61万 | 减仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $21.55万 | 0.01% | 1,751 | -86 | -4.7% | -$1.06万 | 重新持有 |
| DB | DEUTSCHE BK AG | $21.52万 | 0.01% | 6,374 | -1,347 | -17.4% | -$4.55万 | 减仓 |
| STT | STATE STR CORP | $21.49万 | 0.01% | 1,267 | -2,210 | -63.6% | -$37.49万 | 减仓 |
| ETSY | ETSY INC | $21.48万 | 0.01% | 2,851 | -4,408 | -60.7% | -$33.21万 | 重新持有 |
| URTH | ISHARES INC | $21.46万 | 0.01% | 1,059 | -808 | -43.3% | -$16.37万 | 减仓 |
| BXP | BXP INC | $21.43万 | 0.01% | 3,199 | 3,199 | — | $21.43万 | 新建仓 |
| DOX | AMDOCS LTD | $21.43万 | 0.01% | 4,052 | 4,052 | — | $21.43万 | 新建仓 |
| CHWY | CHEWY INC | $21.41万 | 0.01% | 10,897 | 732 | 7.2% | $1.44万 | 加仓 |
| MMS | MAXIMUS INC | $21.40万 | 0.01% | 3,980 | -3,874 | -49.3% | -$20.83万 | 减仓 |
| HEI/A | HEICO CORP NEW | $21.38万 | 0.01% | 829 | 829 | — | $21.38万 | 新建仓 |
| BG | BUNGE GLOBAL SA | $21.36万 | 0.01% | 1,999 | 1,999 | — | $21.36万 | 新建仓 |
| ATR | APTARGROUP INC | $21.27万 | 0.01% | 1,699 | 1,699 | — | $21.27万 | 新建仓 |
| ESS | ESSEX PPTY TR INC | $21.25万 | 0.01% | 723 | 723 | — | $21.25万 | 新建仓 |
| BAH | BOOZ ALLEN HAMILTON HLDG COR | $21.16万 | 0.01% | 3,488 | 3,488 | — | $21.16万 | 新建仓 |
| DAR | DARLING INGREDIENTS INC | $21.12万 | 0.01% | 3,867 | -893 | -18.8% | -$4.88万 | 减仓 |
| RRC | RANGE RES CORP | $21.09万 | 0.01% | 5,671 | 5,671 | — | $21.09万 | 新建仓 |
| TRGP | TARGA RES CORP | $21.01万 | 0.01% | 784 | -459 | -36.9% | -$12.30万 | 减仓 |
| RAL | RALLIANT CORP | $20.92万 | 0.01% | 2,841 | 2,841 | — | $20.92万 | 新建仓 |
| TAP | MOLSON COORS BEVERAGE CO | $20.89万 | 0.01% | 5,362 | 5,362 | — | $20.89万 | 新建仓 |
| NVG | NUVEEN AMT FREE MUN CR INC F | $20.87万 | 0.01% | 16,208 | -286 | -1.7% | -$3,683 | 减仓 |
| BJ | BJS WHSL CLUB HLDGS INC | $20.81万 | 0.01% | 2,386 | 2,386 | — | $20.81万 | 新建仓 |
| CLH | CLEAN HARBORS INC | $20.79万 | 0.01% | 696 | 696 | — | $20.79万 | 新建仓 |
| SHC | SOTERA HEALTH CO | $20.67万 | 0.01% | 11,644 | 11,644 | — | $20.67万 | 新建仓 |
| AFL | AFLAC INC | $20.66万 | 0.01% | 1,762 | -5,837 | -76.8% | -$68.46万 | 减仓 |
| HFRO | HIGHLAND OPPS & INCOME FD | $20.60万 | 0.01% | 28,887 | -2,327 | -7.5% | -$1.66万 | 减仓 |
| VTRS | VIATRIS INC | $20.47万 | 0.01% | 12,889 | -2,432 | -15.9% | -$3.86万 | 减仓 |
| BTSG | BRIGHTSPRING HEALTH SVCS INC | $20.43万 | 0.01% | 2,929 | 2,929 | — | $20.43万 | 新建仓 |
| CLVT | CLARIVATE PLC | $20.40万 | 0.01% | 94,460 | 94,460 | — | $20.40万 | 新建仓 |
| AEP | AMERICAN ELEC PWR CO INC | $20.35万 | 0.01% | 1,487 | -11,293 | -88.4% | -$154.52万 | 减仓 |
| BKR | BAKER HUGHES COMPANY | $20.29万 | 0.01% | 3,655 | -5,008 | -57.8% | -$27.79万 | 减仓 |
| CPB | THE CAMPBELLS COMPANY | $20.24万 | 0.01% | 9,087 | 9,087 | — | $20.24万 | 新建仓 |
| AU | ANGLOGOLD ASHANTI PLC | $20.22万 | 0.01% | 2,498 | 2,498 | — | $20.22万 | 新建仓 |
| DXCM | DEXCOM INC | $20.20万 | 0.01% | 2,999 | -241 | -7.4% | -$1.62万 | 减仓 |
| FRSH | FRESHWORKS INC | $20.16万 | 0.01% | 19,924 | 19,924 | — | $20.16万 | 新建仓 |
| CNX | CNX RES CORP | $20.16万 | 0.01% | 5,941 | 5,941 | — | $20.16万 | 新建仓 |
| RYAN | RYAN SPECIALTY HOLDINGS INC | $20.13万 | 0.01% | 5,332 | 5,332 | — | $20.13万 | 新建仓 |
| NXT | NEXTPOWER INC | $20.12万 | 0.01% | 1,689 | 1,689 | — | $20.12万 | 新建仓 |
| SARO | STANDARDAERO INC | $20.08万 | 0.01% | 6,715 | 6,715 | — | $20.08万 | 新建仓 |
| XPCQX | PIMCO CALIF MUN INCOME FD | $20.03万 | 0.01% | 22,237 | -4,002 | -15.3% | -$3.60万 | 减仓 |
| — | VOYA GLBL ADV & PREM OPP FD | $19.63万 | 0.01% | 19,830 | -705 | -3.4% | -$6,980 | 减仓 |
| TTD | THE TRADE DESK INC | $19.26万 | 0.01% | 10,655 | 10,655 | — | $19.26万 | 新建仓 |
| FTRE | FORTREA HLDGS INC | $19.08万 | 0.01% | 10,966 | -5,809 | -34.6% | -$10.11万 | 减仓 |
| JRI | NUVEEN REAL ASSET INCOME & G | $19.05万 | 0.01% | 14,545 | -636 | -4.2% | -$8,328 | 减仓 |
| CERT | CERTARA INC | $19.01万 | 0.01% | 29,024 | 29,024 | — | $19.01万 | 新建仓 |
| NMR | NOMURA HLDGS INC | $18.82万 | 0.01% | 21,439 | 6,005 | 38.9% | $5.27万 | 加仓 |
| DXC | DXC TECHNOLOGY CO | $18.46万 | 0.01% | 20,863 | 20,863 | — | $18.46万 | 新建仓 |
| CAG | CONAGRA BRANDS INC | $18.12万 | 0.01% | 13,461 | 3,276 | 32.2% | $4.41万 | 重新持有 |
| HBAN | HUNTINGTON BANCSHARES INC | $18.11万 | 0.01% | 10,087 | -17,659 | -63.6% | -$31.71万 | 减仓 |
| COLD | AMERICOLD REALTY TRUST INC | $17.91万 | 0.01% | 11,229 | 11,229 | — | $17.91万 | 新建仓 |
| UAA | UNDER ARMOUR INC | $17.77万 | 0.01% | 27,807 | 27,807 | — | $17.77万 | 新建仓 |
| WU | WESTERN UN CO | $17.55万 | 0.01% | 22,798 | 22,798 | — | $17.55万 | 新建仓 |
| F | FORD MTR CO | $17.50万 | 0.01% | 12,593 | -9,680 | -43.5% | -$13.46万 | 减仓 |
| NWL | NEWELL BRANDS INC | $17.41万 | 0.01% | 28,362 | -8,286 | -22.6% | -$5.09万 | 减仓 |
| AEG | AEGON LTD | $17.09万 | 0.01% | 19,677 | 2,728 | 16.1% | $2.37万 | 加仓 |
| NAD | NUVEEN QUALITY MUNCP INCOME | $16.95万 | 0.01% | 13,905 | -15,241 | -52.3% | -$18.58万 | 减仓 |
| — | VOYA GLBL EQTY DIV & PREM OP | $16.58万 | 0.01% | 27,006 | -549 | -2.0% | -$3,371 | 减仓 |
| MPT | MEDICAL PROPERTIES TRUST INC | $16.44万 | 0.01% | 34,872 | 1,280 | 3.8% | $6,036 | 加仓 |
| — | PGIM HIGH YIELD BOND FUND IN | $16.42万 | 0.01% | 12,569 | -199 | -1.6% | -$2,599 | 减仓 |
| — | GDL FD | $15.98万 | 0.01% | 18,871 | -512 | -2.6% | -$4,337 | 减仓 |
| — | ABRDN GLOBAL DYNAMIC DIVIDEN | $15.60万 | 0.01% | 12,879 | -530 | -4.0% | -$6,418 | 减仓 |
| STGW | STAGWELL INC | $15.50万 | 0.01% | 20,859 | -23,397 | -52.9% | -$17.38万 | 减仓 |
| AUR | AURORA INNOVATION INC | $15.38万 | 0.01% | 22,545 | 22,545 | — | $15.38万 | 新建仓 |
| LBTYA | LIBERTY GLOBAL LTD | $14.96万 | 0.01% | 13,153 | -1,158 | -8.1% | -$1.32万 | 减仓 |
| GHY | PGIM GLOBAL HIGH YIELD FD FO | $14.06万 | 0.01% | 11,623 | -1,489 | -11.4% | -$1.80万 | 减仓 |
| COTY | COTY INC | $13.95万 | 0.01% | 64,566 | 64,566 | — | $13.95万 | 新建仓 |
| XRAY | DENTSPLY SIRONA INC | $13.93万 | 0.01% | 13,131 | 2,135 | 19.4% | $2.27万 | 重新持有 |
| AVTR | AVANTOR INC | $13.90万 | 0.01% | 14,040 | 14,040 | — | $13.90万 | 新建仓 |
| — | ABRDN GLOBAL PREMIER PPTYS F | $13.37万 | 0.01% | 11,289 | -954 | -7.8% | -$1.13万 | 减仓 |
| MFM | ABERDEEN MUN INCOME FD | $12.65万 | 0.01% | 22,511 | 22,511 | — | $12.65万 | 新建仓 |
| — | BRANDYWINEGBL GBL INCM OPP F | $12.61万 | 0.01% | 15,885 | -977 | -5.8% | -$7,757 | 减仓 |
| HUN | HUNTSMAN CORP | $12.48万 | 0.01% | 11,742 | -7,422 | -38.7% | -$7.89万 | 减仓 |
| BGB | BLACKSTONE STRATEGIC CRED 20 | $11.46万 | 0.01% | 10,145 | 10,145 | — | $11.46万 | 新建仓 |
| HLN | HALEON PLC | $10.98万 | 0.01% | 11,773 | -5,077 | -30.1% | -$4.74万 | 减仓 |
| CCC | CCC INTELLIGENT SOLUTIONS HL | $10.70万 | 0.01% | 20,745 | 1,365 | 7.0% | $7,043 | 加仓 |
| — | MORGAN STANLEY EMKT DBT FD I | $9.57万 | 0.01% | 12,848 | -1,089 | -7.8% | -$8,113 | 减仓 |
| FSCO | FS CREDIT OPPORTUNITIES CORP | $9.02万 | 0.01% | 18,083 | 0 | 0.0% | — | 不变 |
| FLO | FLOWERS FOODS INC | $8.80万 | 0.01% | 11,143 | 11,143 | — | $8.80万 | 新建仓 |
| BRW | SABA CAPITAL INCOME & OPRNT | $8.36万 | 0.01% | 12,719 | -1,272 | -9.1% | -$8,357 | 减仓 |
| ACP | ABRDN INCOME CREDIT STRATEGI | $7.94万 | 0.00% | 15,266 | -4,208 | -21.6% | -$2.19万 | 减仓 |
| OPEN | OPENDOOR TECHNOLOGIES INC | $7.85万 | 0.00% | 17,000 | 17,000 | — | $7.85万 | 新建仓 |
| MMT | ABERDEEN MULTI-MARKET INCOME | $7.73万 | 0.00% | 17,565 | 17,565 | — | $7.73万 | 新建仓 |
| — | MFS INTER INCOME TR | $7.41万 | 0.00% | 30,000 | 0 | 0.0% | — | 不变 |
| XBGYX | BLACKROCK ENHANCED INTL DIV | $6.44万 | 0.00% | 11,211 | 0 | 0.0% | — | 不变 |
| SNAP | SNAP INC | $6.25万 | 0.00% | 14,082 | 2,897 | 25.9% | $1.29万 | 加仓 |
| SLDP | SOLID POWER INC | $2.91万 | 0.00% | 11,247 | 11,247 | — | $2.91万 | 新建仓 |
| KOS | KOSMOS ENERGY LTD | $2.25万 | 0.00% | 10,662 | 10,662 | — | $2.25万 | 新建仓 |
| — | BLACKSTONE MORTGAGE TRUST IN | $2.02万 | 0.00% | 20,000 | 20,000 | — | $2.02万 | 新建仓 |
| — | BEYOND MEAT INC | $1.29万 | 0.00% | 17,167 | -18,321 | -51.6% | -$1.37万 | 减仓 |
| — | NEW FORTRESS ENERGY INC | $4,809 | 0.00% | 13,243 | -6,234 | -32.0% | -$2,264 | 减仓 |