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 |
|---|---|---|---|---|---|---|---|---|
| PM | PHILIP MORRIS INTL INC | $185.33万 | 0.10% | 11,209 | 2,307 | 25.9% | $38.14万 | 加仓 |
| RVT | ROYCE SMALL CAP TRUST INC | $184.47万 | 0.10% | 111,124 | -226 | -0.2% | -$3,752 | 减仓 |
| BLK | BLACKROCK INC | $184.10万 | 0.10% | 1,914 | 548 | 40.1% | $52.71万 | 加仓 |
| TGT | TARGET CORP | $181.93万 | 0.10% | 15,011 | 2,114 | 16.4% | $25.62万 | 加仓 |
| ADX | ADAMS DIVERSIFIED EQUITY FD | $180.40万 | 0.10% | 82,413 | -389 | -0.5% | -$8,515 | 减仓 |
| IMO | IMPERIAL OIL LTD | $179.00万 | 0.10% | 13,683 | 1,832 | 15.5% | $23.97万 | 加仓 |
| DIS | DISNEY WALT CO | $178.16万 | 0.10% | 18,485 | 2,979 | 19.2% | $28.71万 | 加仓 |
| TBLD | THORNBURG INCM BUILDER OPP T | $177.30万 | 0.09% | 83,850 | 32 | 0.0% | $677 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $176.95万 | 0.09% | 3,820 | -333 | -8.0% | -$15.42万 | 减仓 |
| HUT | HUT 8 CORP | $174.06万 | 0.09% | 37,105 | 0 | 0.0% | — | 不变 |
| MFG | MIZUHO FINANCIAL GROUP INC | $172.66万 | 0.09% | 217,462 | 12,079 | 5.9% | $9.59万 | 加仓 |
| CIEN | CIENA CORP | $172.49万 | 0.09% | 4,443 | -436 | -8.9% | -$16.93万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $170.86万 | 0.09% | 50,958 | -2,816 | -5.2% | -$9.44万 | 减仓 |
| — | HONEYWELL INTL INC | $170.46万 | 0.09% | 7,541 | 2,710 | 56.1% | $61.26万 | 加仓 |
| ERIC | TELEFONAKTIEBOLAGET LM ERICS | $170.30万 | 0.09% | 151,108 | 136,582 | 940.3% | $153.93万 | 加仓 |
| PSX | PHILLIPS 66 | $170.16万 | 0.09% | 9,340 | -507 | -5.1% | -$9.24万 | 减仓 |
| ETN | EATON CORP PLC | $169.78万 | 0.09% | 4,747 | 120 | 2.6% | $4.29万 | 加仓 |
| WFC | WELLS FARGO & CO | $168.04万 | 0.09% | 21,108 | 7,590 | 56.1% | $60.42万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $167.61万 | 0.09% | 6,689 | 674 | 11.2% | $16.89万 | 加仓 |
| MCD | MCDONALDS CORP | $167.57万 | 0.09% | 5,392 | 1,010 | 23.0% | $31.39万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $167.52万 | 0.09% | 12,780 | 218 | 1.7% | $2.86万 | 加仓 |
| CNC | CENTENE CORP DEL | $167.36万 | 0.09% | 51,119 | -13,505 | -20.9% | -$44.22万 | 减仓 |
| CME | CME GROUP INC | $166.49万 | 0.09% | 5,637 | 605 | 12.0% | $17.87万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $165.56万 | 0.09% | 30,631 | 30,631 | — | $165.56万 | 新建仓 |
| INCY | INCYTE CORP | $164.32万 | 0.09% | 17,459 | -288 | -1.6% | -$2.71万 | 减仓 |
| T | AT&T INC | $162.47万 | 0.09% | 56,044 | 16,840 | 43.0% | $48.82万 | 加仓 |
| APA | APA CORPORATION | $161.87万 | 0.09% | 38,142 | 3,426 | 9.9% | $14.54万 | 加仓 |
| — | GABELLI HEALTHCARE & WELLNES | $161.62万 | 0.09% | 178,582 | -205 | -0.1% | -$1,855 | 减仓 |
| EXEL | EXELIXIS INC | $160.78万 | 0.09% | 37,487 | -6,565 | -14.9% | -$28.16万 | 减仓 |
| TTMI | TTM TECHNOLOGIES INC | $160.52万 | 0.09% | 16,477 | -14,661 | -47.1% | -$142.83万 | 减仓 |
| HRL | HORMEL FOODS CORP | $159.68万 | 0.09% | 70,499 | 70,499 | — | $159.68万 | 新建仓 |
| MMM | 3M CO | $159.31万 | 0.09% | 10,969 | 150 | 1.4% | $2.18万 | 加仓 |
| GLD | SPDR GOLD TR | $158.95万 | 0.08% | 3,694 | 671 | 22.2% | $28.87万 | 加仓 |
| CVLC | MORGAN STANLEY ETF TRUST | $155.61万 | 0.08% | 19,437 | 94 | 0.5% | $7,526 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $151.16万 | 0.08% | 3,859 | 2,718 | 238.2% | $106.47万 | 加仓 |
| LIN | LINDE PLC | $150.16万 | 0.08% | 3,029 | 864 | 39.9% | $42.83万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $149.82万 | 0.08% | 1,939 | -89 | -4.4% | -$6.88万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $149.79万 | 0.08% | 16,127 | 5,510 | 51.9% | $51.18万 | 加仓 |
| ILMN | ILLUMINA INC | $147.53万 | 0.08% | 11,969 | -1,264 | -9.6% | -$15.58万 | 减仓 |
| STRL | STERLING INFRASTRUCTURE INC | $147.39万 | 0.08% | 3,619 | -1,033 | -22.2% | -$42.07万 | 减仓 |
| TIGO | MILLICOM INTL CELLULAR S A | $146.94万 | 0.08% | 19,607 | 940 | 5.0% | $7.04万 | 加仓 |
| CSX | CSX CORP | $145.82万 | 0.08% | 35,523 | 301 | 0.9% | $1.24万 | 加仓 |
| NBXG | NEUBERGER NEXT GENERATION | $144.02万 | 0.08% | 111,907 | 1,282 | 1.2% | $1.65万 | 加仓 |
| VMC | VULCAN MATLS CO | $143.75万 | 0.08% | 5,279 | -42 | -0.8% | -$1.14万 | 减仓 |
| FUND | SPROTT FOCUS TR INC | $143.71万 | 0.08% | 150,644 | -272 | -0.2% | -$2,595 | 减仓 |
| ABNB | AIRBNB INC | $143.35万 | 0.08% | 11,352 | -2,197 | -16.2% | -$27.74万 | 减仓 |
| VV | VANGUARD INDEX FDS | $143.26万 | 0.08% | 4,794 | 223 | 4.9% | $6.66万 | 加仓 |
| GL | GLOBE LIFE INC | $142.74万 | 0.08% | 10,256 | 376 | 3.8% | $5.23万 | 加仓 |
| SNDK | SANDISK CORP | $140.73万 | 0.08% | 2,215 | -1,470 | -39.9% | -$93.39万 | 减仓 |
| THC | TENET HEALTHCARE CORP | $140.21万 | 0.07% | 7,430 | -662 | -8.2% | -$12.49万 | 减仓 |
| ECAT | BLACKROCK ESG CAP ALLC TERM | $140.19万 | 0.07% | 103,234 | -75 | -0.1% | -$1,019 | 减仓 |
| BCAT | BLACKROCK CAP ALLOCATION TER | $139.98万 | 0.07% | 99,069 | -8 | -0.0% | -$113 | 减仓 |
| FANG | DIAMONDBACK ENERGY INC | $139.23万 | 0.07% | 7,039 | 4,711 | 202.4% | $93.18万 | 加仓 |
| ESML | ISHARES TR | $136.20万 | 0.07% | 28,966 | -606 | -2.0% | -$2.85万 | 减仓 |
| SPGI | S&P GLOBAL INC | $135.39万 | 0.07% | 3,183 | 1,407 | 79.2% | $59.85万 | 加仓 |
| BTI | BRITISH AMERN TOB PLC | $133.80万 | 0.07% | 22,883 | 1,548 | 7.3% | $9.05万 | 加仓 |
| MEGI | NYLI CBRE GBL INFR MEGTRNDS | $132.81万 | 0.07% | 90,411 | 127 | 0.1% | $1,866 | 加仓 |
| RMT | ROYCE MICRO-CAP TR INC | $131.95万 | 0.07% | 116,669 | -179 | -0.2% | -$2,024 | 减仓 |
| CMCSA | COMCAST CORP NEW | $131.59万 | 0.07% | 45,832 | 12,315 | 36.7% | $35.36万 | 加仓 |
| SUSA | ISHARES TR | $131.04万 | 0.07% | 9,920 | -66 | -0.7% | -$8,719 | 减仓 |
| MUB | ISHARES TR | $130.54万 | 0.07% | 12,298 | 2,221 | 22.0% | $23.58万 | 加仓 |
| XEL | XCEL ENERGY INC | $130.23万 | 0.07% | 16,394 | -182 | -1.1% | -$1.45万 | 减仓 |
| ADI | ANALOG DEVICES INC | $130.22万 | 0.07% | 4,093 | 879 | 27.3% | $27.96万 | 加仓 |
| SNY | SANOFI SA | $129.76万 | 0.07% | 26,933 | 5,075 | 23.2% | $24.45万 | 加仓 |
| BSTZ | BLACKROCK SCIENCE & TECHNOLO | $129.04万 | 0.07% | 58,259 | 793 | 1.4% | $1.76万 | 加仓 |
| ING | ING GROEP N.V. | $128.77万 | 0.07% | 49,431 | 2,476 | 5.3% | $6.45万 | 加仓 |
| IDCC | INTERDIGITAL INC | $128.18万 | 0.07% | 4,244 | 201 | 5.0% | $6.07万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $127.76万 | 0.07% | 21,735 | 1,639 | 8.2% | $9.63万 | 加仓 |
| FTNT | FORTINET INC | $127.66万 | 0.07% | 15,622 | 3,967 | 34.0% | $32.42万 | 加仓 |
| RYAAY | RYANAIR HOLDINGS PLC | $127.50万 | 0.07% | 22,059 | 4,878 | 28.4% | $28.19万 | 加仓 |
| MEDP | MEDPACE HLDGS INC | $127.49万 | 0.07% | 2,655 | -1,070 | -28.7% | -$51.38万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $127.38万 | 0.07% | 1,867 | 1,130 | 153.3% | $77.10万 | 加仓 |
| RL | RALPH LAUREN CORP | $126.45万 | 0.07% | 3,676 | -28 | -0.8% | -$9,632 | 减仓 |
| NPFD | NUVEEN VRIABL RAT PFD & INM | $124.85万 | 0.07% | 68,788 | 83 | 0.1% | $1,506 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $124.23万 | 0.07% | 295 | -21 | -6.6% | -$8.84万 | 减仓 |
| — | WELLS FARGO & CO | $124.06万 | 0.07% | 1,074 | 195 | 22.2% | $22.53万 | 加仓 |
| SDHY | PGIM SHORT DUR HIG YLD OPP F | $123.74万 | 0.07% | 77,238 | 194 | 0.3% | $3,108 | 加仓 |
| HMOP | HARTFORD FDS EXCHANGE TRADED | $123.21万 | 0.07% | 31,804 | 4,750 | 17.6% | $18.40万 | 加仓 |
| OKE | ONEOK INC NEW | $121.79万 | 0.07% | 13,474 | 1,044 | 8.4% | $9.44万 | 加仓 |
| SBUX | STARBUCKS CORP | $120.91万 | 0.06% | 13,496 | 679 | 5.3% | $6.08万 | 加仓 |
| THQ | ABRDN HEALTHCARE OPPORTUNITI | $120.89万 | 0.06% | 71,959 | -2,423 | -3.3% | -$4.07万 | 减仓 |
| NOW | SERVICENOW INC | $120.05万 | 0.06% | 11,483 | 3,361 | 41.4% | $35.14万 | 加仓 |
| ADEA | ADEIA INC | $119.81万 | 0.06% | 49,858 | 2,360 | 5.0% | $5.67万 | 加仓 |
| IESC | IES HOLDINGS INC | $119.69万 | 0.06% | 2,512 | 118 | 4.9% | $5.62万 | 加仓 |
| DINO | HF SINCLAIR CORP | $119.09万 | 0.06% | 19,088 | -282 | -1.5% | -$1.76万 | 减仓 |
| ASA | ASA GOLD AND PRECIOUS MTLS L | $118.90万 | 0.06% | 19,168 | -568 | -2.9% | -$3.52万 | 减仓 |
| NFG | NATIONAL FUEL GAS CO | $118.54万 | 0.06% | 12,617 | -705 | -5.3% | -$6.62万 | 减仓 |
| BMEZ | BLACKROCK HEALTH SCIENCES TE | $118.19万 | 0.06% | 82,305 | 8,975 | 12.2% | $12.89万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $118.11万 | 0.06% | 7,367 | -1,865 | -20.2% | -$29.90万 | 减仓 |
| DHR | DANAHER CORP DEL | $117.48万 | 0.06% | 6,196 | 1,530 | 32.8% | $29.01万 | 加仓 |
| NOV | NOV INC | $117.37万 | 0.06% | 62,396 | 3,147 | 5.3% | $5.92万 | 加仓 |
| CMI | CUMMINS INC | $117.31万 | 0.06% | 2,180 | 427 | 24.4% | $22.98万 | 加仓 |
| MCK | MCKESSON CORP | $116.65万 | 0.06% | 1,348 | 247 | 22.4% | $21.37万 | 加仓 |
| TER | TERADYNE INC | $116.48万 | 0.06% | 3,929 | 83 | 2.2% | $2.46万 | 加仓 |
| MTZ | MASTEC INC | $116.34万 | 0.06% | 3,616 | -4 | -0.1% | -$1,287 | 减仓 |
| AX | AXOS FINANCIAL INC | $116.32万 | 0.06% | 13,670 | 764 | 5.9% | $6.50万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $116.30万 | 0.06% | 16,169 | 4,356 | 36.9% | $31.33万 | 加仓 |
| AON | AON PLC | $115.68万 | 0.06% | 3,584 | -596 | -14.3% | -$19.24万 | 减仓 |
| DVN | DEVON ENERGY CORP NEW | $114.60万 | 0.06% | 22,773 | -2,425 | -9.6% | -$12.20万 | 减仓 |
| BA | BOEING CO | $113.33万 | 0.06% | 5,694 | 2,020 | 55.0% | $40.20万 | 加仓 |