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 |
|---|---|---|---|---|---|---|---|---|
| REYN | REYNOLDS CONSUMER PRODS INC | $0 | 0.00% | 0 | -11,562 | -100.0% | -$24.49万 | 清仓 |
| MPLX | MPLX LP | $0 | 0.00% | 0 | -4,284 | -100.0% | -$24.45万 | 清仓 |
| RBC | RBC BEARINGS INC | $0 | 0.00% | 0 | -450 | -100.0% | -$24.44万 | 清仓 |
| LSTR | LANDSTAR SYS INC | $0 | 0.00% | 0 | -1,515 | -100.0% | -$24.29万 | 清仓 |
| CNP | CENTERPOINT ENERGY INC | $0 | 0.00% | 0 | -5,625 | -100.0% | -$24.28万 | 清仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $0 | 0.00% | 0 | -3,613 | -100.0% | -$24.23万 | 清仓 |
| XYZ | BLOCK INC | $0 | 0.00% | 0 | -3,954 | -100.0% | -$23.80万 | 清仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $0 | 0.00% | 0 | -4,881 | -100.0% | -$23.79万 | 清仓 |
| OEF | ISHARES TR | $0 | 0.00% | 0 | -747 | -100.0% | -$23.77万 | 清仓 |
| XLE | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -3,865 | -100.0% | -$23.68万 | 清仓 |
| CFR | CULLEN FROST BANKERS INC | $0 | 0.00% | 0 | -1,726 | -100.0% | -$23.66万 | 清仓 |
| — | AVALONBAY CMNTYS INC | $0 | 0.00% | 0 | -1,448 | -100.0% | -$23.66万 | 清仓 |
| IPGP | IPG PHOTONICS CORP | $0 | 0.00% | 0 | -2,053 | -100.0% | -$23.53万 | 清仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $0 | 0.00% | 0 | -3,450 | -100.0% | -$23.46万 | 清仓 |
| KGC | KINROSS GOLD CORP | $0 | 0.00% | 0 | -7,676 | -100.0% | -$23.43万 | 清仓 |
| SPTL | SPDR SERIES TRUST | $0 | 0.00% | 0 | -8,701 | -100.0% | -$22.88万 | 清仓 |
| LII | LENNOX INTL INC | $0 | 0.00% | 0 | -489 | -100.0% | -$22.70万 | 清仓 |
| TXNM | TXNM ENERGY INC | $0 | 0.00% | 0 | -3,868 | -100.0% | -$22.61万 | 清仓 |
| CNH | CNH INDL N V | $0 | 0.00% | 0 | -20,532 | -100.0% | -$22.59万 | 清仓 |
| BP | BP PLC | $0 | 0.00% | 0 | -4,775 | -100.0% | -$22.44万 | 清仓 |
| VLTO | VERALTO CORP | $0 | 0.00% | 0 | -2,517 | -100.0% | -$22.26万 | 清仓 |
| KVUE | KENVUE INC | $0 | 0.00% | 0 | -12,813 | -100.0% | -$22.09万 | 清仓 |
| AMCR | AMCOR PLC | $0 | 0.00% | 0 | -5,557 | -100.0% | -$22.09万 | 清仓 |
| TROW | PRICE T ROWE GROUP INC | $0 | 0.00% | 0 | -2,446 | -100.0% | -$22.05万 | 清仓 |
| P | EVERPURE INC | $0 | 0.00% | 0 | -3,731 | -100.0% | -$22.03万 | 清仓 |
| ZS | ZSCALER INC | $0 | 0.00% | 0 | -1,570 | -100.0% | -$22.03万 | 清仓 |
| IEV | ISHARES TR | $0 | 0.00% | 0 | -3,193 | -100.0% | -$21.69万 | 清仓 |
| SIGI | SELECTIVE INS GROUP INC | $0 | 0.00% | 0 | -2,868 | -100.0% | -$21.62万 | 清仓 |
| MUSA | MURPHY USA INC | $0 | 0.00% | 0 | -436 | -100.0% | -$21.54万 | 清仓 |
| ATI | ATI INC | $0 | 0.00% | 0 | -1,481 | -100.0% | -$21.54万 | 清仓 |
| MKSI | MKS INC. | $0 | 0.00% | 0 | -931 | -100.0% | -$21.40万 | 清仓 |
| FE | FIRSTENERGY CORP | $0 | 0.00% | 0 | -4,196 | -100.0% | -$21.26万 | 清仓 |
| EXP | EAGLE MATLS INC | $0 | 0.00% | 0 | -1,121 | -100.0% | -$21.24万 | 清仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -4,260 | -100.0% | -$21.22万 | 清仓 |
| DGX | QUEST DIAGNOSTICS INC | $0 | 0.00% | 0 | -1,079 | -100.0% | -$21.15万 | 清仓 |
| WPC | WP CAREY INC | $0 | 0.00% | 0 | -3,111 | -100.0% | -$21.14万 | 清仓 |
| VOT | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -818 | -100.0% | -$21.05万 | 清仓 |
| RACE | FERRARI N V | $0 | 0.00% | 0 | -610 | -100.0% | -$20.65万 | 清仓 |
| XYL | XYLEM INC | $0 | 0.00% | 0 | -1,727 | -100.0% | -$20.64万 | 清仓 |
| ALV | AUTOLIV INC | $0 | 0.00% | 0 | -1,957 | -100.0% | -$20.58万 | 清仓 |
| — | NUVEEN NEW JERSEY | $0 | 0.00% | 0 | -16,672 | -100.0% | -$20.51万 | 清仓 |
| UPWK | UPWORK INC | $0 | 0.00% | 0 | -18,638 | -100.0% | -$20.43万 | 清仓 |
| GPN | GLOBAL PMTS INC | $0 | 0.00% | 0 | -3,011 | -100.0% | -$20.26万 | 清仓 |
| NWE | NORTHWESTERN ENERGY GROUP IN | $0 | 0.00% | 0 | -3,065 | -100.0% | -$20.21万 | 清仓 |
| HPQ | HP INC | $0 | 0.00% | 0 | -10,470 | -100.0% | -$20.11万 | 清仓 |
| — | AIR LEASE CORP | $0 | 0.00% | 0 | -3,091 | -100.0% | -$20.07万 | 清仓 |
| NAC | NUVEEN CA DIVI ADV MUN | $0 | 0.00% | 0 | -16,940 | -100.0% | -$19.74万 | 清仓 |
| DOC | HEALTHPEAK PROPERTIES INC | $0 | 0.00% | 0 | -10,757 | -100.0% | -$17.67万 | 清仓 |
| HAYW | HAYWARD HLDGS INC | $0 | 0.00% | 0 | -12,549 | -100.0% | -$16.79万 | 清仓 |
| VOD | VODAFONE GROUP PLC | $0 | 0.00% | 0 | -11,161 | -100.0% | -$16.76万 | 清仓 |
| — | MFS INVT GRADE MUN TR | $0 | 0.00% | 0 | -20,755 | -100.0% | -$16.58万 | 清仓 |
| KYN | KAYNE ANDERSON ENERGY INFRST | $0 | 0.00% | 0 | -10,621 | -100.0% | -$15.17万 | 清仓 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $0 | 0.00% | 0 | -13,461 | -100.0% | -$14.89万 | 清仓 |
| DV | DOUBLEVERIFY HLDGS INC | $0 | 0.00% | 0 | -14,427 | -100.0% | -$13.71万 | 清仓 |
| GRAB | GRAB HOLDINGS LIMITED | $0 | 0.00% | 0 | -31,784 | -100.0% | -$11.63万 | 清仓 |
| XEMDX | WESTERN ASSET EMERGING MKTS | $0 | 0.00% | 0 | -11,632 | -100.0% | -$11.42万 | 清仓 |
| BTZ | BLACKROCK CR ALLOCATION | $0 | 0.00% | 0 | -11,223 | -100.0% | -$11.34万 | 清仓 |
| — | EAGLE POINT INCOME COMPANY I | $0 | 0.00% | 0 | -10,453 | -100.0% | -$9.87万 | 清仓 |
| — | MFS HIGH INCOME MUN TR | $0 | 0.00% | 0 | -24,282 | -100.0% | -$9.01万 | 清仓 |
| WEN | WENDYS CO | $0 | 0.00% | 0 | -11,415 | -100.0% | -$7.93万 | 清仓 |
| — | MFS CHARTER INCOME TR | $0 | 0.00% | 0 | -13,000 | -100.0% | -$7.88万 | 清仓 |
| CTMX | CYTOMX THERAPEUTICS INC. | $0 | 0.00% | 0 | -14,833 | -100.0% | -$6.97万 | 清仓 |
| PTON | PELOTON INTERACTIVE INC | $0 | 0.00% | 0 | -14,177 | -100.0% | -$6.08万 | 清仓 |
| UWMC | UWM HOLDINGS CORPORATION | $0 | 0.00% | 0 | -13,247 | -100.0% | -$4.80万 | 清仓 |
| PLTK | PLAYTIKA HLDG CORP | $0 | 0.00% | 0 | -10,639 | -100.0% | -$2.96万 | 清仓 |
| — | ALIGHT INC | $0 | 0.00% | 0 | -45,589 | -100.0% | -$2.66万 | 清仓 |