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 |
|---|---|---|---|---|---|---|---|---|
| RUSHA | RUSH ENTERPRISES INC | $91.14万 | 0.06% | 12,487 | 962 | 8.3% | $7.02万 | 加仓 |
| RTX | RTX CORPORATION | $91.08万 | 0.06% | 4,801 | -8,472 | -63.8% | -$160.73万 | 减仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $91.05万 | 0.06% | 6,842 | 6,842 | — | $91.05万 | 新建仓 |
| TREE | LENDINGTREE INC | $90.92万 | 0.06% | 20,528 | 6,094 | 42.2% | $26.99万 | 加仓 |
| FTDR | FRONTDOOR INC | $90.69万 | 0.06% | 11,689 | 377 | 3.3% | $2.93万 | 加仓 |
| SO | SOUTHERN CO | $90.57万 | 0.06% | 9,463 | 6,372 | 206.1% | $60.99万 | 加仓 |
| MD | PEDIATRIX MEDICAL GROUP INC | $90.55万 | 0.06% | 35,749 | 2,634 | 8.0% | $6.67万 | 加仓 |
| LAUR | LAUREATE ED INC | $90.32万 | 0.06% | 24,869 | 1,600 | 6.9% | $5.81万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $90.26万 | 0.06% | 28,232 | -22,726 | -44.6% | -$72.65万 | 减仓 |
| TXT | TEXTRON INC | $90.16万 | 0.06% | 9,826 | -2,274 | -18.8% | -$20.86万 | 减仓 |
| COLL | COLLEGIUM PHARMACEUTICAL INC | $90.01万 | 0.06% | 24,865 | 1,345 | 5.7% | $4.87万 | 加仓 |
| EHC | ENCOMPASS HEALTH CORP | $88.75万 | 0.05% | 8,781 | -1,656 | -15.9% | -$16.74万 | 减仓 |
| IQV | IQVIA HLDGS INC | $88.65万 | 0.05% | 4,588 | -1,488 | -24.5% | -$28.75万 | 减仓 |
| NFG | NATIONAL FUEL GAS CO | $88.59万 | 0.05% | 11,391 | -1,226 | -9.7% | -$9.53万 | 减仓 |
| — | CALAMOS LNG SHR EQT DYNAMIC | $88.57万 | 0.05% | 67,711 | -915 | -1.3% | -$1.20万 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $87.80万 | 0.05% | 5,268 | 502 | 10.5% | $8.37万 | 加仓 |
| — | ELLSWORTH GROWTH & INCOME FD | $87.45万 | 0.05% | 66,203 | -2,574 | -3.7% | -$3.40万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $87.44万 | 0.05% | 5,273 | 2,763 | 110.1% | $45.82万 | 加仓 |
| LIVN | LIVANOVA PLC | $86.97万 | 0.05% | 10,576 | 10,576 | — | $86.97万 | 新建仓 |
| GLW | CORNING INC | $86.41万 | 0.05% | 3,383 | -4,854 | -58.9% | -$123.98万 | 减仓 |
| AEM | AGNICO EAGLE MINES LTD | $86.26万 | 0.05% | 5,561 | 498 | 9.8% | $7.72万 | 加仓 |
| NMIH | NMI HLDGS INC | $86.25万 | 0.05% | 20,991 | 1,466 | 7.5% | $6.02万 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $85.98万 | 0.05% | 8,574 | -2,035 | -19.2% | -$20.41万 | 减仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $85.83万 | 0.05% | 4,542 | 3,066 | 207.7% | $57.94万 | 加仓 |
| GLO | CLOUGH GLOBAL OPPORTUNITIES | $85.64万 | 0.05% | 139,939 | -8,579 | -5.8% | -$5.25万 | 减仓 |
| CFG | CITIZENS FINL GROUP INC | $85.61万 | 0.05% | 12,217 | -6,552 | -34.9% | -$45.91万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $85.42万 | 0.05% | 9,276 | 5,320 | 134.5% | $48.99万 | 加仓 |
| COLB | COLUMBIA BKG SYS INC | $85.39万 | 0.05% | 26,642 | -4,017 | -13.1% | -$12.87万 | 减仓 |
| A | AGILENT TECHNOLOGIES INC | $84.99万 | 0.05% | 6,386 | -1,188 | -15.7% | -$15.81万 | 减仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $84.87万 | 0.05% | 5,036 | -1,187 | -19.1% | -$20.01万 | 减仓 |
| VMC | VULCAN MATLS CO | $84.62万 | 0.05% | 2,868 | -2,411 | -45.7% | -$71.13万 | 减仓 |
| IONS | IONIS PHARMACEUTICALS INC | $84.47万 | 0.05% | 10,653 | 10,653 | — | $84.47万 | 新建仓 |
| — | FRANKLIN UNVL TR | $83.71万 | 0.05% | 103,790 | -7,648 | -6.9% | -$6.17万 | 减仓 |
| CHTR | CHARTER COMMUNICATIONS INC | $83.45万 | 0.05% | 5,868 | 3,721 | 173.3% | $52.92万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $83.34万 | 0.05% | 14,293 | 7,849 | 121.8% | $45.77万 | 加仓 |
| SON | SONOCO PRODS CO | $83.24万 | 0.05% | 14,772 | 8,610 | 139.7% | $48.52万 | 加仓 |
| — | TOTAL RETURN SECURITIES FUND | $82.68万 | 0.05% | 139,192 | -7,098 | -4.9% | -$4.22万 | 减仓 |
| FHB | FIRST HAWAIIAN INC | $82.59万 | 0.05% | 28,189 | 2,084 | 8.0% | $6.11万 | 加仓 |
| GIII | G III APPAREL GROUP LTD | $82.58万 | 0.05% | 24,424 | 1,612 | 7.1% | $5.45万 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO | $82.26万 | 0.05% | 3,583 | 3,583 | — | $82.26万 | 新建仓 |
| JXN | JACKSON FINANCIAL INC | $82.19万 | 0.05% | 8,027 | -2,033 | -20.2% | -$20.82万 | 减仓 |
| CCK | CROWN HLDGS INC | $81.77万 | 0.05% | 7,312 | -2,679 | -26.8% | -$29.96万 | 减仓 |
| PB | PROSPERITY BANCSHARES INC | $81.58万 | 0.05% | 11,084 | -263 | -2.3% | -$1.94万 | 减仓 |
| BCAT | BLACKROCK CAP ALLOCATION TER | $81.38万 | 0.05% | 51,089 | -47,980 | -48.4% | -$76.43万 | 减仓 |
| HST | HOST HOTELS & RESORTS INC | $81.21万 | 0.05% | 33,015 | 1,829 | 5.9% | $4.50万 | 加仓 |
| BURL | BURLINGTON STORES INC | $81.07万 | 0.05% | 2,559 | -210 | -7.6% | -$6.65万 | 减仓 |
| KALU | KAISER ALUMINIUM CORPORATION | $81.06万 | 0.05% | 4,144 | 129 | 3.2% | $2.52万 | 加仓 |
| BLBD | BLUE BIRD CORP | $80.81万 | 0.05% | 10,234 | 774 | 8.2% | $6.11万 | 加仓 |
| EPR | EPR PPTYS | $80.80万 | 0.05% | 13,853 | -1,566 | -10.2% | -$9.13万 | 减仓 |
| FRT | FEDERAL RLTY INVT TR NEW | $80.46万 | 0.05% | 6,518 | -546 | -7.7% | -$6.74万 | 减仓 |
| CI | THE CIGNA GROUP | $79.59万 | 0.05% | 2,887 | -1,174 | -28.9% | -$32.37万 | 减仓 |
| ARE | ALEXANDRIA REAL ESTATE EQ IN | $79.59万 | 0.05% | 14,872 | 8,479 | 132.6% | $45.38万 | 加仓 |
| NTNX | NUTANIX INC | $79.43万 | 0.05% | 15,586 | -5,941 | -27.6% | -$30.28万 | 减仓 |
| GRBK | GREEN BRICK PARTNERS INC | $79.31万 | 0.05% | 9,909 | 508 | 5.4% | $4.07万 | 加仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $79.18万 | 0.05% | 39,807 | 1,816 | 4.8% | $3.61万 | 加仓 |
| AHR | AMERICAN HEALTHCARE REIT INC | $78.81万 | 0.05% | 15,042 | 15,042 | — | $78.81万 | 新建仓 |
| IRWD | IRONWOOD PHARMACEUTICALS INC | $78.67万 | 0.05% | 186,864 | 171,397 | 1,108.1% | $72.16万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $78.52万 | 0.05% | 1,259 | -680 | -35.1% | -$42.41万 | 减仓 |
| CCL | CARNIVAL CORP LTD | $78.14万 | 0.05% | 27,352 | 27,352 | — | $78.14万 | 新建仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $78.04万 | 0.05% | 1,023 | -522 | -33.8% | -$39.82万 | 减仓 |
| RBLX | ROBLOX CORP | $77.79万 | 0.05% | 14,304 | 5,099 | 55.4% | $27.73万 | 加仓 |
| — | NUVEEN MULTI ASSET INCOME FU | $77.51万 | 0.05% | 54,259 | -2,703 | -4.7% | -$3.86万 | 减仓 |
| LSCC | LATTICE SEMICONDUCTOR CORP | $77.28万 | 0.05% | 5,052 | 5,052 | — | $77.28万 | 新建仓 |
| WCC | WESCO INTL INC | $77.21万 | 0.05% | 2,235 | -1,257 | -36.0% | -$43.43万 | 减仓 |
| NOW | SERVICENOW INC | $77.19万 | 0.05% | 7,775 | -3,708 | -32.3% | -$36.82万 | 减仓 |
| IR | INGERSOLL RAND INC | $76.95万 | 0.05% | 9,385 | 9,385 | — | $76.95万 | 新建仓 |
| FDS | FACTSET RESH SYS INC | $76.28万 | 0.05% | 3,315 | -781 | -19.1% | -$17.97万 | 重新持有 |
| — | TORTOISE CAPITAL SERIES TRUS | $76.26万 | 0.05% | 34,868 | -5,098 | -12.8% | -$11.15万 | 减仓 |
| HRMY | HARMONY BIOSCIENCES HLDGS IN | $75.53万 | 0.05% | 20,743 | 2,111 | 11.3% | $7.69万 | 加仓 |
| CWK | CUSHMAN AND WAKEFIELD LTD | $75.37万 | 0.05% | 56,288 | 16,768 | 42.4% | $22.45万 | 加仓 |
| INVX | INNOVEX INTERNATIONAL INC | $75.34万 | 0.05% | 30,381 | 1,734 | 6.1% | $4.30万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $74.58万 | 0.05% | 8,497 | -7,630 | -47.3% | -$66.97万 | 减仓 |
| AAT | AMERICAN ASSETS TR INC | $74.54万 | 0.05% | 30,190 | 2,515 | 9.1% | $6.21万 | 加仓 |
| ADBE | ADOBE INC | $74.48万 | 0.05% | 3,633 | -29 | -0.8% | -$5,945 | 减仓 |
| IMKTA | INGLES MKTS INC | $74.32万 | 0.05% | 8,390 | 393 | 4.9% | $3.48万 | 加仓 |
| FOUR | SHIFT4 PMTS INC | $74.32万 | 0.05% | 15,280 | 15,280 | — | $74.32万 | 新建仓 |
| SPNT | SIRIUSPOINT LTD | $73.79万 | 0.05% | 30,745 | 1,939 | 6.7% | $4.65万 | 加仓 |
| DVN | DEVON ENERGY CORP NEW | $73.13万 | 0.04% | 17,699 | -5,074 | -22.3% | -$20.97万 | 减仓 |
| UNFI | UNITED NAT FOODS INC | $72.73万 | 0.04% | 15,926 | 529 | 3.4% | $2.42万 | 加仓 |
| SOFI | SOFI TECHNOLOGIES INC | $72.62万 | 0.04% | 40,503 | 40,503 | — | $72.62万 | 新建仓 |
| HSY | HERSHEY CO | $72.60万 | 0.04% | 4,138 | 4,138 | — | $72.60万 | 新建仓 |
| IWF | ISHARES TR | $72.42万 | 0.04% | 5,832 | -16,580 | -74.0% | -$205.88万 | 减仓 |
| ESGE | ISHARES INC | $72.25万 | 0.04% | 13,210 | -941 | -6.6% | -$5.15万 | 减仓 |
| BTT | BLACKROCK MUN TARGET TERM TR | $72.13万 | 0.04% | 31,643 | -2,501 | -7.3% | -$5.70万 | 减仓 |
| HAL | HALLIBURTON CO | $72.07万 | 0.04% | 21,228 | -1,878 | -8.1% | -$6.38万 | 减仓 |
| TLN | TALEN ENERGY CORP | $72.05万 | 0.04% | 1,875 | 1,875 | — | $72.05万 | 新建仓 |
| DLR | DIGITAL RLTY TR INC | $71.77万 | 0.04% | 3,997 | 520 | 15.0% | $9.34万 | 加仓 |
| AMGN | AMGEN INC | $71.70万 | 0.04% | 1,980 | -3,508 | -63.9% | -$127.02万 | 减仓 |
| CSTM | CONSTELLIUM SE | $71.61万 | 0.04% | 22,469 | 22,469 | — | $71.61万 | 新建仓 |
| APLE | APPLE HOSPITALITY REIT INC | $71.01万 | 0.04% | 42,042 | 1,766 | 4.4% | $2.98万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $70.95万 | 0.04% | 4,839 | -15,048 | -75.7% | -$220.65万 | 减仓 |
| ELAN | ELANCO ANIMAL HEALTH INC | $70.85万 | 0.04% | 28,789 | 28,789 | — | $70.85万 | 新建仓 |
| WWW | WOLVERINE WORLD WIDE INC | $70.67万 | 0.04% | 42,750 | 841 | 2.0% | $1.39万 | 加仓 |
| OC | OWENS CORNING NEW | $70.39万 | 0.04% | 4,428 | 650 | 17.2% | $10.33万 | 加仓 |
| KMX | CARMAX INC | $70.19万 | 0.04% | 13,271 | -6,407 | -32.6% | -$33.89万 | 减仓 |
| NET | CLOUDFLARE INC | $70.00万 | 0.04% | 2,854 | 1,265 | 79.6% | $31.03万 | 加仓 |
| SUPN | INDIVIOR PHARMACEUTICALS INC | $69.79万 | 0.04% | 17,010 | 1,286 | 8.2% | $5.28万 | 加仓 |
| RH | RH | $69.70万 | 0.04% | 4,231 | 4,231 | — | $69.70万 | 新建仓 |
| DDOG | DATADOG INC | $69.55万 | 0.04% | 2,671 | -1,496 | -35.9% | -$38.96万 | 减仓 |
| CDP | COPT DEFENSE PROPERTIES | $69.42万 | 0.04% | 18,910 | -5,364 | -22.1% | -$19.69万 | 减仓 |