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 |
|---|---|---|---|---|---|---|---|---|
| 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 |