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 |
|---|---|---|---|---|---|---|---|---|
| TFC | TRUIST FINL CORP | $112.67万 | 0.06% | 24,509 | -1,213 | -4.7% | -$5.58万 | 减仓 |
| CFG | CITIZENS FINL GROUP INC | $112.56万 | 0.06% | 18,769 | 1,329 | 7.6% | $7.97万 | 加仓 |
| XBOEX | BLACKROCK ENHANCED GLOBAL | $112.08万 | 0.06% | 102,266 | 3,640 | 3.7% | $3.99万 | 加仓 |
| TXN | TEXAS INSTRS INC | $112.00万 | 0.06% | 5,769 | 1,519 | 35.7% | $29.49万 | 加仓 |
| GLW | CORNING INC | $111.99万 | 0.06% | 8,237 | 1,100 | 15.4% | $14.96万 | 加仓 |
| TWN | TAIWAN FD INC | $111.88万 | 0.06% | 17,019 | -103 | -0.6% | -$6,771 | 减仓 |
| — | BANK AMERICA CORP | $111.17万 | 0.06% | 933 | 0 | 0.0% | — | 不变 |
| WELL | WELLTOWER INC | $110.61万 | 0.06% | 5,595 | -21 | -0.4% | -$4,152 | 减仓 |
| LOW | LOWES COS INC | $110.44万 | 0.06% | 4,674 | 1,287 | 38.0% | $30.41万 | 加仓 |
| MATX | MATSON INC | $109.45万 | 0.06% | 6,676 | 272 | 4.2% | $4.46万 | 加仓 |
| CI | THE CIGNA GROUP | $108.32万 | 0.06% | 4,061 | 1,320 | 48.2% | $35.21万 | 加仓 |
| IJH | ISHARES TR | $108.20万 | 0.06% | 16,022 | 3,384 | 26.8% | $22.85万 | 加仓 |
| APH | AMPHENOL CORP | $108.17万 | 0.06% | 8,561 | 1,828 | 27.1% | $23.10万 | 加仓 |
| ROST | ROSS STORES INC | $107.20万 | 0.06% | 4,949 | 1,541 | 45.2% | $33.38万 | 加仓 |
| ILCG | ISHARES TR | $107.17万 | 0.06% | 11,225 | 1,618 | 16.8% | $15.45万 | 加仓 |
| NTRA | NATERA INC | $107.03万 | 0.06% | 5,352 | -713 | -11.8% | -$14.26万 | 减仓 |
| VRSN | VERISIGN INC | $106.55万 | 0.06% | 4,290 | -2,302 | -34.9% | -$57.17万 | 减仓 |
| JXN | JACKSON FINANCIAL INC | $106.35万 | 0.06% | 10,060 | 2,768 | 38.0% | $29.26万 | 加仓 |
| CVSA | COVISTA INC | $106.23万 | 0.06% | 9,217 | 395 | 4.5% | $4.55万 | 加仓 |
| TXT | TEXTRON INC | $105.95万 | 0.06% | 12,100 | -550 | -4.3% | -$4.82万 | 减仓 |
| — | GABELLI GLOBAL SMALL & MID C | $104.42万 | 0.06% | 69,520 | -484 | -0.7% | -$7,270 | 减仓 |
| TMUS | T-MOBILE US INC | $104.28万 | 0.06% | 4,965 | -10,033 | -66.9% | -$210.72万 | 减仓 |
| IQV | IQVIA HLDGS INC | $103.62万 | 0.06% | 6,076 | -24 | -0.4% | -$4,093 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $103.58万 | 0.06% | 7,910 | 1,093 | 16.0% | $14.31万 | 加仓 |
| B | BARRICK MNG CORP | $103.16万 | 0.06% | 25,291 | 1,558 | 6.6% | $6.35万 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD | $102.77万 | 0.05% | 5,063 | 513 | 11.3% | $10.41万 | 加仓 |
| HQH | ABRDN HEALTHCARE INVESTORS | $101.83万 | 0.05% | 57,242 | 229 | 0.4% | $4,074 | 加仓 |
| AMG | AFFILIATED MANAGERS GROUP | $101.36万 | 0.05% | 3,663 | 264 | 7.8% | $7.30万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $100.96万 | 0.05% | 6,151 | 2,244 | 57.4% | $36.83万 | 加仓 |
| EHC | ENCOMPASS HEALTH CORP | $100.95万 | 0.05% | 10,437 | 14 | 0.1% | $1,354 | 加仓 |
| COP | CONOCOPHILLIPS | $100.90万 | 0.05% | 7,644 | 789 | 11.5% | $10.41万 | 加仓 |
| BDX | BECTON DICKINSON & CO | $100.79万 | 0.05% | 6,411 | 901 | 16.4% | $14.17万 | 加仓 |
| SLF | SUN LIFE FINANCIAL INC. | $100.72万 | 0.05% | 16,099 | 917 | 6.0% | $5.74万 | 加仓 |
| EMR | EMERSON ELEC CO | $100.33万 | 0.05% | 7,658 | -46 | -0.6% | -$6,027 | 减仓 |
| CCK | CROWN HLDGS INC | $100.16万 | 0.05% | 9,991 | -394 | -3.8% | -$3.95万 | 减仓 |
| CRUS | CIRRUS LOGIC INC | $99.98万 | 0.05% | 6,913 | 484 | 7.5% | $7.00万 | 加仓 |
| ACWX | ISHARES TR | $99.74万 | 0.05% | 14,566 | 2,920 | 25.1% | $19.99万 | 加仓 |
| MDT | MEDTRONIC PLC | $99.20万 | 0.05% | 11,448 | -3,602 | -23.9% | -$31.21万 | 减仓 |
| VCRM | VANGUARD MUN BD FDS | $98.50万 | 0.05% | 13,107 | 13,107 | — | $98.50万 | 新建仓 |
| AMAT | APPLIED MATLS INC | $98.27万 | 0.05% | 2,875 | 1,067 | 59.0% | $36.47万 | 加仓 |
| DE | DEERE & CO | $98.07万 | 0.05% | 1,741 | 737 | 73.4% | $41.52万 | 加仓 |
| TXRH | TEXAS ROADHOUSE INC | $97.47万 | 0.05% | 5,902 | 389 | 7.1% | $6.42万 | 加仓 |
| GVA | GRANITE CONSTR INC | $95.82万 | 0.05% | 7,993 | 307 | 4.0% | $3.68万 | 加仓 |
| WCC | WESCO INTL INC | $95.54万 | 0.05% | 3,492 | 96 | 2.8% | $2.63万 | 加仓 |
| OTEX | OPEN TEXT CORP | $95.15万 | 0.05% | 42,784 | 4,309 | 11.2% | $9.58万 | 加仓 |
| DOV | DOVER CORP | $95.14万 | 0.05% | 4,564 | -138 | -2.9% | -$2.88万 | 减仓 |
| — | TAYLOR MORRISON HOME CORP | $94.90万 | 0.05% | 16,294 | 134 | 0.8% | $7,804 | 加仓 |
| SNOW | SNOWFLAKE INC | $94.81万 | 0.05% | 6,286 | -1,900 | -23.2% | -$28.66万 | 减仓 |
| HII | HUNTINGTON INGALLS INDS INC | $94.23万 | 0.05% | 2,480 | 493 | 24.8% | $18.73万 | 加仓 |
| ZM | ZOOM COMMUNICATIONS INC | $94.13万 | 0.05% | 11,709 | -9,798 | -45.6% | -$78.77万 | 减仓 |
| MKTX | MARKETAXESS HLDGS INC | $94.04万 | 0.05% | 5,700 | -2,038 | -26.3% | -$33.62万 | 减仓 |
| CATY | CATHAY GEN BANCORP | $93.92万 | 0.05% | 18,837 | 619 | 3.4% | $3.09万 | 加仓 |
| — | CALAMOS LNG SHR EQT DYNAMIC | $93.13万 | 0.05% | 68,626 | 266 | 0.4% | $3,610 | 加仓 |
| EQIX | EQUINIX INC | $93.04万 | 0.05% | 949 | 334 | 54.3% | $32.74万 | 加仓 |
| BCX | BLACKROCK RES & COMMODITIES | $92.85万 | 0.05% | 77,052 | -46 | -0.1% | -$554 | 减仓 |
| IWM | ISHARES TR | $92.51万 | 0.05% | 3,730 | 73 | 2.0% | $1.81万 | 加仓 |
| PFE | PFIZER INC | $92.30万 | 0.05% | 32,870 | 1,500 | 4.8% | $4.21万 | 加仓 |
| NUE | NUCOR CORP | $92.21万 | 0.05% | 5,453 | 236 | 4.5% | $3.99万 | 加仓 |
| ECL | ECOLAB INC | $91.41万 | 0.05% | 3,436 | -196 | -5.4% | -$5.21万 | 减仓 |
| INTU | INTUIT | $91.41万 | 0.05% | 2,114 | 929 | 78.4% | $40.17万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $90.96万 | 0.05% | 3,119 | 790 | 33.9% | $23.04万 | 加仓 |
| BURL | BURLINGTON STORES INC | $90.10万 | 0.05% | 2,769 | 1,312 | 90.0% | $42.69万 | 加仓 |
| HAL | HALLIBURTON CO | $90.09万 | 0.05% | 23,106 | 1,881 | 8.9% | $7.33万 | 加仓 |
| ULTA | ULTA BEAUTY INC | $89.80万 | 0.05% | 1,718 | 166 | 10.7% | $8.68万 | 加仓 |
| OZK | BANK OZK LITTLE ROCK ARK | $89.66万 | 0.05% | 19,537 | 723 | 3.8% | $3.32万 | 加仓 |
| ENSG | ENSIGN GROUP INC | $89.53万 | 0.05% | 4,443 | 276 | 6.6% | $5.56万 | 加仓 |
| — | FRANKLIN UNVL TR | $89.26万 | 0.05% | 111,438 | -943 | -0.8% | -$7,553 | 减仓 |
| ADBE | ADOBE INC | $89.02万 | 0.05% | 3,662 | 912 | 33.2% | $22.17万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $88.82万 | 0.05% | 2,131 | 544 | 34.3% | $22.67万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $88.64万 | 0.05% | 17,514 | 11,876 | 210.6% | $60.10万 | 加仓 |
| — | TORTOISE CAPITAL SERIES TRUS | $87.45万 | 0.05% | 39,966 | -2,566 | -6.0% | -$5.61万 | 减仓 |
| — | TOTAL RETURN SECURITIES FUND | $86.75万 | 0.05% | 146,290 | -71,606 | -32.9% | -$42.46万 | 减仓 |
| AIT | APPLIED INDL TECHNOLOGIES IN | $86.45万 | 0.05% | 3,258 | 409 | 14.4% | $10.85万 | 加仓 |
| USB | US BANCORP | $86.34万 | 0.05% | 16,601 | -1,618 | -8.9% | -$8.42万 | 减仓 |
| A | AGILENT TECHNOLOGIES INC | $86.33万 | 0.05% | 7,574 | 523 | 7.4% | $5.96万 | 加仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $86.03万 | 0.05% | 9,547 | -228 | -2.3% | -$2.05万 | 减仓 |
| PRU | PRUDENTIAL FINL INC | $85.70万 | 0.05% | 8,773 | -1,043 | -10.6% | -$10.19万 | 减仓 |
| AME | AMETEK INC | $84.17万 | 0.04% | 3,926 | 129 | 3.4% | $2.77万 | 加仓 |
| COLB | COLUMBIA BKG SYS INC | $84.10万 | 0.04% | 30,659 | -3,556 | -10.4% | -$9.75万 | 减仓 |
| AFL | AFLAC INC | $83.37万 | 0.04% | 7,599 | -163 | -2.1% | -$1.79万 | 减仓 |
| EVRG | EVERGY INC | $83.24万 | 0.04% | 10,161 | 402 | 4.1% | $3.29万 | 加仓 |
| SYK | STRYKER CORPORATION | $82.81万 | 0.04% | 2,520 | 594 | 30.8% | $19.52万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $82.73万 | 0.04% | 924 | 243 | 35.7% | $21.76万 | 加仓 |
| GLO | CLOUGH GLOBAL OPPORTUNITIES | $82.72万 | 0.04% | 148,518 | 990 | 0.7% | $5,514 | 加仓 |
| DOW | DOW HLDGS INC | $82.69万 | 0.04% | 19,853 | 19,853 | — | $82.69万 | 新建仓 |
| MRSH | MARSH & MCLENNAN COS INC | $82.67万 | 0.04% | 4,766 | 1,893 | 65.9% | $32.83万 | 加仓 |
| EFA | ISHARES TR | $82.50万 | 0.04% | 8,494 | 1,968 | 30.2% | $19.11万 | 加仓 |
| AEF | ABRDN EMERGING MARKETS EX CH | $82.02万 | 0.04% | 112,511 | 3,468 | 3.2% | $2.53万 | 加仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $81.98万 | 0.04% | 6,223 | -1,457 | -19.0% | -$19.19万 | 减仓 |
| NTNX | NUTANIX INC | $81.82万 | 0.04% | 21,527 | 7,355 | 51.9% | $27.96万 | 加仓 |
| KMX | CARMAX INC | $81.82万 | 0.04% | 19,678 | 1,188 | 6.4% | $4.94万 | 加仓 |
| LAMR | LAMAR ADVERTISING CO | $81.81万 | 0.04% | 6,459 | -73 | -1.1% | -$9,246 | 减仓 |
| WAB | WABTEC | $81.25万 | 0.04% | 3,251 | 39 | 1.2% | $9,746 | 加仓 |
| PLD | PROLOGIS INC. | $81.23万 | 0.04% | 6,145 | -520 | -7.8% | -$6.87万 | 减仓 |
| BELFB | BEL FUSE INC | $81.07万 | 0.04% | 4,095 | 392 | 10.6% | $7.76万 | 加仓 |
| LAUR | LAUREATE ED INC | $81.07万 | 0.04% | 23,269 | 23,269 | — | $81.07万 | 新建仓 |
| BWA | BORGWARNER INC | $80.94万 | 0.04% | 14,916 | 248 | 1.7% | $1.35万 | 加仓 |
| EWJ | ISHARES INC | $80.84万 | 0.04% | 9,574 | 9,574 | — | $80.84万 | 新建仓 |
| IJR | ISHARES TR | $80.72万 | 0.04% | 6,494 | 517 | 8.6% | $6.43万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $80.33万 | 0.04% | 7,246 | 2,457 | 51.3% | $27.24万 | 加仓 |