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 |
|---|---|---|---|---|---|---|---|---|
| ACGL | ARCH CAP GROUP LTD | $316.13万 | 0.19% | 32,571 | -161 | -0.5% | -$1.56万 | 减仓 |
| PHM | PULTE GROUP INC | $313.10万 | 0.19% | 22,774 | 407 | 1.8% | $5.60万 | 加仓 |
| EBAY | EBAY INC. | $304.58万 | 0.19% | 27,256 | -1,886 | -6.5% | -$21.08万 | 减仓 |
| EME | EMCOR GROUP INC | $303.33万 | 0.19% | 3,655 | -68 | -1.8% | -$5.64万 | 减仓 |
| NTAP | NETAPP INC | $301.47万 | 0.18% | 19,480 | -1,469 | -7.0% | -$22.73万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $297.85万 | 0.18% | 121,323 | 75,491 | 164.7% | $185.33万 | 加仓 |
| NYT | NEW YORK TIMES CO MTN BE | $293.27万 | 0.18% | 41,907 | 32,858 | 363.1% | $229.94万 | 加仓 |
| MTG | MGIC INVT CORP WIS | $292.77万 | 0.18% | 103,818 | -2,246 | -2.1% | -$6.33万 | 减仓 |
| C | CITIGROUP INC | $291.66万 | 0.18% | 20,839 | -3,413 | -14.1% | -$47.77万 | 减仓 |
| CRM | SALESFORCE INC | $288.04万 | 0.18% | 18,335 | 845 | 4.8% | $13.28万 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $285.16万 | 0.17% | 12,750 | -3,004 | -19.1% | -$67.19万 | 减仓 |
| GEV | GE VERNOVA INC | $282.21万 | 0.17% | 2,401 | -714 | -22.9% | -$83.92万 | 减仓 |
| XGDVX | GABELLI DIVID & INCOME TR | $279.55万 | 0.17% | 95,085 | -11,877 | -11.1% | -$34.92万 | 减仓 |
| RNR | RENAISSANCERE HLDGS LTD | $278.58万 | 0.17% | 8,793 | 8,793 | — | $278.58万 | 新建仓 |
| EIX | EDISON INTL | $274.45万 | 0.17% | 36,864 | -3,645 | -9.0% | -$27.14万 | 减仓 |
| CNC | CENTENE CORP DEL | $274.08万 | 0.17% | 42,698 | -8,421 | -16.5% | -$54.05万 | 减仓 |
| MT | ARCELORMITTAL SA LUXEMBOURG | $273.22万 | 0.17% | 45,370 | 2,773 | 6.5% | $16.70万 | 加仓 |
| KR | KROGER CO | $272.33万 | 0.17% | 49,043 | -4,258 | -8.0% | -$23.64万 | 减仓 |
| CB | CHUBB LIMITED | $270.27万 | 0.17% | 7,910 | -2,400 | -23.3% | -$82.00万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $269.28万 | 0.16% | 10,936 | -767 | -6.6% | -$18.89万 | 减仓 |
| AIG | AMERICAN INTL GROUP INC | $264.45万 | 0.16% | 35,482 | 35,482 | — | $264.45万 | 新建仓 |
| CF | CF INDUSTRIES HOLD | $262.44万 | 0.16% | 24,242 | -549 | -2.2% | -$5.94万 | 减仓 |
| STEW | SRH TOTAL RETURN FUND INC | $261.97万 | 0.16% | 146,354 | -12,626 | -7.9% | -$22.60万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $255.25万 | 0.16% | 20,202 | -7,737 | -27.7% | -$97.75万 | 减仓 |
| MPWR | MONOLITHIC PWR SYS INC | $253.12万 | 0.15% | 1,828 | -1,525 | -45.5% | -$211.16万 | 减仓 |
| NFJ | VIRTUS DIVIDEND INTEREST & P | $248.29万 | 0.15% | 163,454 | -9,289 | -5.4% | -$14.11万 | 减仓 |
| JLL | JONES LANG LASALLE INC | $247.03万 | 0.15% | 7,970 | -1,736 | -17.9% | -$53.81万 | 减仓 |
| NWG | NATWEST GROUP PLC | $245.74万 | 0.15% | 139,387 | -190 | -0.1% | -$3,350 | 减仓 |
| CET | CENTRAL SECS CORP | $245.35万 | 0.15% | 46,777 | -2,820 | -5.7% | -$14.79万 | 减仓 |
| RS | RELIANCE INC | $243.93万 | 0.15% | 6,529 | -1,034 | -13.7% | -$38.63万 | 减仓 |
| GAM | GENERAL AMERN INVS CO INC | $243.54万 | 0.15% | 38,203 | -2,142 | -5.3% | -$13.66万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $243.43万 | 0.15% | 3,256 | -3,383 | -51.0% | -$252.92万 | 减仓 |
| VTEC | VANGUARD CALIF TAX FREE FDS | $243.29万 | 0.15% | 24,183 | 1,572 | 7.0% | $15.81万 | 加仓 |
| V | VISA INC | $243.06万 | 0.15% | 7,084 | -1,926 | -21.4% | -$66.08万 | 减仓 |
| CMF | ISHARES TR | $240.42万 | 0.15% | 41,710 | 2,613 | 6.7% | $15.06万 | 加仓 |
| PCG | PG&E CORP | $237.00万 | 0.14% | 140,496 | -2,011 | -1.4% | -$3.39万 | 减仓 |
| SNDK | SANDISK CORP | $235.88万 | 0.14% | 1,037 | -1,178 | -53.2% | -$267.95万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $233.37万 | 0.14% | 8,299 | -22,977 | -73.5% | -$646.12万 | 减仓 |
| BAC | BANK OF AMER CORP | $224.54万 | 0.14% | 39,404 | -18,740 | -32.2% | -$106.79万 | 减仓 |
| HSBC | HSBC HLDGS PLC | $222.96万 | 0.14% | 23,446 | 904 | 4.0% | $8.60万 | 加仓 |
| FTI | TECHNIPFMC PLC | $221.66万 | 0.14% | 33,433 | -1,446 | -4.1% | -$9.59万 | 减仓 |
| MFG | MIZUHO FINANCIAL GROUP INC | $221.53万 | 0.14% | 231,238 | 13,776 | 6.3% | $13.20万 | 加仓 |
| MLI | MUELLER INDS INC | $215.68万 | 0.13% | 17,545 | -177 | -1.0% | -$2.18万 | 减仓 |
| CVIE | MORGAN STANLEY ETF TRUST | $215.12万 | 0.13% | 25,304 | -412 | -1.6% | -$3.50万 | 减仓 |
| FDX | FEDEX CORP | $214.47万 | 0.13% | 6,823 | -950 | -12.2% | -$29.86万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $210.58万 | 0.13% | 23,207 | 2,400 | 11.5% | $21.78万 | 加仓 |
| FTNT | FORTINET INC | $210.27万 | 0.13% | 13,688 | -1,934 | -12.4% | -$29.71万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $207.82万 | 0.13% | 6,207 | -482 | -7.2% | -$16.14万 | 减仓 |
| EXEL | EXELIXIS INC | $206.85万 | 0.13% | 38,016 | 529 | 1.4% | $2.88万 | 加仓 |
| ADX | ADAMS DIVERSIFIED EQUITY FD | $201.83万 | 0.12% | 78,995 | -3,418 | -4.1% | -$8.73万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $201.61万 | 0.12% | 3,925 | -825 | -17.4% | -$42.38万 | 减仓 |
| XNIEX | VIRTUS EQUITY & CONV INCM FD | $201.13万 | 0.12% | 74,881 | -4,746 | -6.0% | -$12.75万 | 减仓 |
| RVT | ROYCE SMALL CAP TRUST INC | $199.49万 | 0.12% | 108,008 | -3,116 | -2.8% | -$5.76万 | 减仓 |
| DEM | WISDOMTREE TR | $199.42万 | 0.12% | 37,074 | -1,595 | -4.1% | -$8.58万 | 减仓 |
| TY | TRI CONTL CORP | $197.65万 | 0.12% | 57,423 | -4,211 | -6.8% | -$14.49万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $193.68万 | 0.12% | 11,401 | -4,259 | -27.2% | -$72.35万 | 减仓 |
| INCY | INCYTE CORP | $190.15万 | 0.12% | 16,774 | -685 | -3.9% | -$7.77万 | 减仓 |
| GL | GLOBE LIFE INC | $189.93万 | 0.12% | 10,629 | 373 | 3.6% | $6.67万 | 加仓 |
| ILMN | ILLUMINA INC | $186.42万 | 0.11% | 10,602 | -1,367 | -11.4% | -$24.04万 | 减仓 |
| GSK | GSK PLC | $185.42万 | 0.11% | 35,074 | -4,240 | -10.8% | -$22.41万 | 减仓 |
| ABNB | AIRBNB INC | $184.28万 | 0.11% | 12,878 | 1,526 | 13.4% | $21.84万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $181.39万 | 0.11% | 5,121 | -2,756 | -35.0% | -$97.62万 | 减仓 |
| CVLC | MORGAN STANLEY ETF TRUST | $180.57万 | 0.11% | 19,114 | -323 | -1.7% | -$3.05万 | 减仓 |
| PEP | PEPSICO INC | $180.56万 | 0.11% | 13,325 | -8,617 | -39.3% | -$116.76万 | 减仓 |
| ROST | ROSS STORES INC | $179.71万 | 0.11% | 8,443 | 3,494 | 70.6% | $74.37万 | 加仓 |
| TER | TERADYNE INC | $177.96万 | 0.11% | 3,678 | -251 | -6.4% | -$12.14万 | 减仓 |
| CVX | CHEVRON CORPORATION | $176.35万 | 0.11% | 10,639 | -15,114 | -58.7% | -$250.53万 | 减仓 |
| TIGO | MILLICOM INTL CELLULAR S A | $176.20万 | 0.11% | 19,414 | -193 | -1.0% | -$1.75万 | 减仓 |
| NBXG | NEUBERGER NEXT GENERATION | $174.34万 | 0.11% | 105,405 | -6,502 | -5.8% | -$10.75万 | 减仓 |
| ABBV | ABBVIE INC | $173.36万 | 0.11% | 6,889 | -7,330 | -51.6% | -$184.45万 | 减仓 |
| TBLD | THORNBURG INCM BUILDER OPP T | $172.05万 | 0.11% | 77,958 | -5,892 | -7.0% | -$13.00万 | 减仓 |
| ERIC | TELEFONAKTIEBOLAGET LM ERICS | $170.72万 | 0.10% | 153,115 | 2,007 | 1.3% | $2.24万 | 加仓 |
| BSTZ | BLACKROCK SCIENCE & TECHNOLO | $170.67万 | 0.10% | 56,833 | -1,426 | -2.4% | -$4.28万 | 减仓 |
| TPR | TAPESTRY INC | $170.44万 | 0.10% | 11,644 | -4,224 | -26.6% | -$61.83万 | 减仓 |
| ADEA | ADEIA INC | $170.04万 | 0.10% | 51,636 | 1,778 | 3.6% | $5.85万 | 加仓 |
| XAODX | ABRDN TOTAL DYNAMIC DIVIDEND | $169.89万 | 0.10% | 164,780 | -39,038 | -19.2% | -$40.25万 | 减仓 |
| SU | SUNCOR ENERGY INC NEW | $167.67万 | 0.10% | 31,233 | 1,424 | 4.8% | $7.64万 | 加仓 |
| TJX | TJX COS INC NEW | $167.02万 | 0.10% | 11,024 | -2,766 | -20.1% | -$41.91万 | 减仓 |
| — | GABELLI HEALTHCARE & WELLNES | $166.91万 | 0.10% | 176,625 | -1,957 | -1.1% | -$1.85万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $166.73万 | 0.10% | 1,648 | -1,645 | -50.0% | -$166.42万 | 减仓 |
| SHEL | SHELL PLC | $165.16万 | 0.10% | 21,298 | -4,229 | -16.6% | -$32.79万 | 减仓 |
| RMT | ROYCE MICRO-CAP TR INC | $164.66万 | 0.10% | 112,472 | -4,197 | -3.6% | -$6.14万 | 减仓 |
| STRL | STERLING INFRASTRUCTURE INC | $164.35万 | 0.10% | 1,958 | -1,661 | -45.9% | -$139.42万 | 减仓 |
| CMI | CUMMINS INC | $163.96万 | 0.10% | 2,299 | 119 | 5.5% | $8.49万 | 加仓 |
| IMO | IMPERIAL OIL LTD | $163.58万 | 0.10% | 14,522 | 839 | 6.1% | $9.45万 | 加仓 |
| HD | HOME DEPOT INC | $162.35万 | 0.10% | 4,603 | -1,799 | -28.1% | -$63.45万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $161.47万 | 0.10% | 13,840 | -10,879 | -44.0% | -$126.92万 | 减仓 |
| AMAT | APPLIED MATLS INC | $160.84万 | 0.10% | 2,225 | -650 | -22.6% | -$46.99万 | 减仓 |
| TYG | TORTOISE ENERGY INFRSTRCTR C | $160.80万 | 0.10% | 37,508 | -8,169 | -17.9% | -$35.02万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $160.35万 | 0.10% | 14,917 | -6,309 | -29.7% | -$67.82万 | 减仓 |
| ESML | ISHARES TR | $160.13万 | 0.10% | 28,631 | -335 | -1.2% | -$1.87万 | 减仓 |
| ORCL | ORACLE CORP | $159.56万 | 0.10% | 10,888 | -15,981 | -59.5% | -$234.20万 | 减仓 |
| ACLS | AXCELIS TECHNOLOGIES INC | $156.79万 | 0.10% | 8,276 | 570 | 7.4% | $10.80万 | 加仓 |
| ING | ING GROEP N.V. | $153.76万 | 0.09% | 48,999 | -432 | -0.9% | -$1.36万 | 减仓 |
| TWN | TAIWAN FD INC | $153.31万 | 0.09% | 15,942 | -1,077 | -6.3% | -$10.36万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $150.94万 | 0.09% | 24,000 | 2,265 | 10.4% | $14.24万 | 加仓 |
| SUSA | ISHARES TR | $150.60万 | 0.09% | 9,760 | -160 | -1.6% | -$2.47万 | 减仓 |
| AMG | AFFILIATED MANAGERS GROUP | $149.47万 | 0.09% | 4,417 | 754 | 20.6% | $25.52万 | 加仓 |
| SNOW | SNOWFLAKE INC | $148.81万 | 0.09% | 5,847 | -439 | -7.0% | -$11.17万 | 减仓 |
| RYAAY | RYANAIR HOLDINGS PLC | $148.45万 | 0.09% | 22,927 | 868 | 3.9% | $5.62万 | 加仓 |