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 |
|---|---|---|---|---|---|---|---|---|
| UHS | UNIVERSAL HLTH SVCS INC | $79.52万 | 0.04% | 4,443 | 168 | 3.9% | $3.01万 | 加仓 |
| TSN | TYSON FOODS INC | $78.67万 | 0.04% | 12,280 | -56 | -0.5% | -$3,588 | 减仓 |
| COLL | COLLEGIUM PHARMACEUTICAL INC | $77.78万 | 0.04% | 23,520 | 1,313 | 5.9% | $4.34万 | 加仓 |
| DG | DOLLAR GEN CORP | $77.59万 | 0.04% | 6,535 | 674 | 11.5% | $8.00万 | 加仓 |
| BTT | BLACKROCK MUN TARGET TERM TR | $77.51万 | 0.04% | 34,144 | 135 | 0.4% | $3,065 | 加仓 |
| EEM | ISHARES TR | $77.36万 | 0.04% | 13,622 | 2,739 | 25.2% | $15.55万 | 加仓 |
| MGY | MAGNOLIA OIL & GAS CORP | $77.20万 | 0.04% | 24,455 | 1,742 | 7.7% | $5.50万 | 加仓 |
| EPR | EPR PPTYS | $77.03万 | 0.04% | 15,419 | 414 | 2.8% | $2.07万 | 加仓 |
| — | ELLSWORTH GROWTH & INCOME FD | $76.69万 | 0.04% | 68,777 | -994 | -1.4% | -$1.11万 | 减仓 |
| KKR | KKR & CO INC | $76.44万 | 0.04% | 8,264 | 8,264 | — | $76.44万 | 新建仓 |
| PB | PROSPERITY BANCSHARES INC | $76.23万 | 0.04% | 11,347 | -1,232 | -9.8% | -$8.28万 | 减仓 |
| RUSHA | RUSH ENTERPRISES INC | $76.19万 | 0.04% | 11,525 | 672 | 6.2% | $4.44万 | 加仓 |
| NYT | NEW YORK TIMES CO MTN BE | $75.77万 | 0.04% | 9,049 | 633 | 7.5% | $5.30万 | 加仓 |
| DXPE | DXP ENTERPRISES INC | $75.45万 | 0.04% | 5,400 | 350 | 6.9% | $4.89万 | 加仓 |
| FRT | FEDERAL RLTY INVT TR NEW | $75.03万 | 0.04% | 7,064 | -156 | -2.2% | -$1.66万 | 减仓 |
| NXST | NEXSTAR MEDIA GROUP INC | $74.51万 | 0.04% | 4,121 | 180 | 4.6% | $3.25万 | 加仓 |
| AGO | ASSURED GUARANTY LTD | $74.44万 | 0.04% | 9,136 | 480 | 5.5% | $3.91万 | 加仓 |
| CDP | COPT DEFENSE PROPERTIES | $74.28万 | 0.04% | 24,274 | 956 | 4.1% | $2.93万 | 加仓 |
| M | MACYS INC | $73.95万 | 0.04% | 40,877 | 19,785 | 93.8% | $35.79万 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $73.75万 | 0.04% | 6,370 | 457 | 7.7% | $5.29万 | 加仓 |
| UNP | UNION PAC CORP | $73.74万 | 0.04% | 3,039 | 1,074 | 54.7% | $26.06万 | 加仓 |
| ALGN | ALIGN TECHNOLOGY INC | $73.65万 | 0.04% | 4,296 | 131 | 3.1% | $2.25万 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $73.52万 | 0.04% | 10,609 | 163 | 1.6% | $1.13万 | 加仓 |
| — | CATALYST PHARMACEUTICALS INC | $73.33万 | 0.04% | 29,617 | 1,625 | 5.8% | $4.02万 | 加仓 |
| NMIH | NMI HLDGS INC | $73.24万 | 0.04% | 19,525 | 302 | 1.6% | $1.13万 | 加仓 |
| PLXS | PLEXUS CORP | $73.06万 | 0.04% | 3,607 | 138 | 4.0% | $2.80万 | 加仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $72.49万 | 0.04% | 15,414 | -25 | -0.2% | -$1,176 | 减仓 |
| ALKS | ALKERMES PLC | $72.14万 | 0.04% | 20,401 | 652 | 3.3% | $2.31万 | 加仓 |
| IMKTA | INGLES MKTS INC | $71.89万 | 0.04% | 7,997 | 7,997 | — | $71.89万 | 新建仓 |
| PEO | ADAM NAT RES FD INC | $71.79万 | 0.04% | 25,824 | 491 | 1.9% | $1.36万 | 加仓 |
| ACLS | AXCELIS TECHNOLOGIES INC | $71.73万 | 0.04% | 7,706 | 677 | 9.6% | $6.30万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $70.96万 | 0.04% | 2,726 | 64 | 2.4% | $1.67万 | 加仓 |
| LYFT | LYFT INC | $70.83万 | 0.04% | 53,259 | -3,528 | -6.2% | -$4.69万 | 减仓 |
| MD | PEDIATRIX MEDICAL GROUP INC | $70.83万 | 0.04% | 33,115 | 3,733 | 12.7% | $7.98万 | 加仓 |
| QXO | QXO INC | $70.79万 | 0.04% | 36,452 | 36,452 | — | $70.79万 | 新建仓 |
| VLY | VALLEY NATL BANCORP | $70.73万 | 0.04% | 57,596 | 3,214 | 5.9% | $3.95万 | 加仓 |
| — | NUVEEN MULTI ASSET INCOME FU | $70.63万 | 0.04% | 56,962 | -619 | -1.1% | -$7,676 | 减仓 |
| LECO | LINCOLN ELEC HLDGS INC | $70.54万 | 0.04% | 2,832 | -27 | -0.9% | -$6,725 | 减仓 |
| ESGU | ISHARES TR | $70.16万 | 0.04% | 4,961 | 0 | 0.0% | — | 不变 |
| HAFC | HANMI FINL CORP | $70.13万 | 0.04% | 26,606 | 1,171 | 4.6% | $3.09万 | 加仓 |
| INVX | INNOVEX INTERNATIONAL INC | $69.87万 | 0.04% | 28,647 | 1,732 | 6.4% | $4.22万 | 加仓 |
| BFH | BREAD FINANCIAL HOLDINGS INC | $69.70万 | 0.04% | 9,306 | 448 | 5.1% | $3.36万 | 加仓 |
| GWW | WW GRAINGER INC | $69.59万 | 0.04% | 638 | 14 | 2.2% | $1.53万 | 加仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $69.49万 | 0.04% | 5,106 | 1,792 | 54.1% | $24.39万 | 加仓 |
| UNFI | UNITED NAT FOODS INC | $69.38万 | 0.04% | 15,397 | 853 | 5.9% | $3.84万 | 加仓 |
| ATO | ATMOS ENERGY CORP | $68.81万 | 0.04% | 3,725 | 99 | 2.7% | $1.83万 | 加仓 |
| WWW | WOLVERINE WORLD WIDE INC | $68.40万 | 0.04% | 41,909 | 3,284 | 8.5% | $5.36万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $68.22万 | 0.04% | 1,388 | 118 | 9.3% | $5.80万 | 加仓 |
| — | PRINCIPAL REAL ESTATE INCOME | $68.12万 | 0.04% | 70,887 | -4 | -0.0% | -$38 | 减仓 |
| RMBS | RAMBUS INC DEL | $67.77万 | 0.04% | 7,878 | 539 | 7.3% | $4.64万 | 加仓 |
| BNY | BANK NEW YORK MELLON CORP | $67.48万 | 0.04% | 5,689 | 1,651 | 40.9% | $19.58万 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $67.00万 | 0.04% | 9,246 | 605 | 7.0% | $4.38万 | 加仓 |
| LNC | LINCOLN NATL CORP IND | $66.90万 | 0.04% | 18,845 | 13,757 | 270.4% | $48.84万 | 加仓 |
| ZION | ZIONS BANCORPORATION NATL AS | $66.88万 | 0.04% | 11,607 | 958 | 9.0% | $5.52万 | 加仓 |
| LUV | SOUTHWEST AIRLS CO | $66.57万 | 0.04% | 17,718 | 17,718 | — | $66.57万 | 新建仓 |
| FLR | FLUOR CORP | $66.50万 | 0.04% | 14,255 | -157 | -1.1% | -$7,324 | 减仓 |
| HAS | HASBRO INC | $66.28万 | 0.04% | 7,081 | -472 | -6.2% | -$4.42万 | 减仓 |
| — | COTERRA ENERGY INC | $66.09万 | 0.04% | 18,806 | -2,235 | -10.6% | -$7.85万 | 减仓 |
| BDC | BELDEN INC | $66.05万 | 0.04% | 5,752 | 191 | 3.4% | $2.19万 | 加仓 |
| SLB | SLB LIMITED | $65.73万 | 0.04% | 12,791 | 2,100 | 19.6% | $10.79万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $65.26万 | 0.03% | 7,657 | 189 | 2.5% | $1.61万 | 加仓 |
| LVS | LAS VEGAS SANDS CORP | $65.03万 | 0.03% | 12,069 | -6,739 | -35.8% | -$36.31万 | 减仓 |
| EOG | EOG RES INC | $64.87万 | 0.03% | 4,487 | 790 | 21.4% | $11.42万 | 加仓 |
| BIIB | BIOGEN INC | $64.83万 | 0.03% | 3,536 | 353 | 11.1% | $6.47万 | 加仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $64.47万 | 0.03% | 37,991 | -87,853 | -69.8% | -$149.09万 | 减仓 |
| ESGE | ISHARES INC | $64.34万 | 0.03% | 14,151 | -194 | -1.4% | -$8,821 | 减仓 |
| LNG | CHENIERE ENERGY INC | $64.33万 | 0.03% | 2,267 | 57 | 2.6% | $1.62万 | 加仓 |
| FHB | FIRST HAWAIIAN INC | $64.32万 | 0.03% | 26,105 | 406 | 1.6% | $1.00万 | 加仓 |
| TNL | TRAVEL PLUS LEISURE CO | $64.14万 | 0.03% | 9,270 | 156 | 1.7% | $1.08万 | 加仓 |
| GAP | GAP INC | $63.66万 | 0.03% | 26,306 | 13,063 | 98.6% | $31.61万 | 加仓 |
| MLM | MARTIN MARIETTA MATLS INC | $63.52万 | 0.03% | 1,079 | -114 | -9.6% | -$6.71万 | 减仓 |
| WY | WEYERHAEUSER CO | $63.25万 | 0.03% | 25,891 | 25,891 | — | $63.25万 | 新建仓 |
| VISN | VISTANCE NETWORKS INC | $63.22万 | 0.03% | 34,734 | 2,815 | 8.8% | $5.12万 | 加仓 |
| GIII | G III APPAREL GROUP LTD | $63.19万 | 0.03% | 22,812 | 1,765 | 8.4% | $4.89万 | 加仓 |
| PR | PERMIAN RESOURCES CORP | $63.18万 | 0.03% | 29,634 | 5,006 | 20.3% | $10.67万 | 加仓 |
| REXR | REXFORD INDL RLTY INC | $63.01万 | 0.03% | 19,252 | -3,206 | -14.3% | -$10.49万 | 减仓 |
| JOF | JAPAN SMALLER CAPITALIZATION | $62.94万 | 0.03% | 57,744 | -146 | -0.3% | -$1,591 | 减仓 |
| GTX | GARRETT MOTION INC | $62.89万 | 0.03% | 34,612 | 34,612 | — | $62.89万 | 新建仓 |
| DLR | DIGITAL RLTY TR INC | $62.66万 | 0.03% | 3,477 | -136 | -3.8% | -$2.45万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $62.65万 | 0.03% | 1,359 | 493 | 56.9% | $22.73万 | 加仓 |
| SFM | SPROUTS FMRS MKT INC | $62.54万 | 0.03% | 8,109 | 1,211 | 17.6% | $9.34万 | 加仓 |
| SWK | STANLEY BLACK & DECKER INC | $62.40万 | 0.03% | 8,781 | 5,066 | 136.4% | $36.00万 | 加仓 |
| SPNT | SIRIUSPOINT LTD | $62.05万 | 0.03% | 28,806 | 2,595 | 9.9% | $5.59万 | 加仓 |
| LRN | STRIDE INC | $61.95万 | 0.03% | 7,026 | 721 | 11.4% | $6.36万 | 加仓 |
| TREE | LENDINGTREE INC | $61.89万 | 0.03% | 14,434 | 14,434 | — | $61.89万 | 新建仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $61.62万 | 0.03% | 3,033 | 560 | 22.6% | $11.38万 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $61.53万 | 0.03% | 2,179 | 442 | 25.4% | $12.48万 | 加仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $61.35万 | 0.03% | 19,165 | -12,958 | -40.3% | -$41.48万 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $61.30万 | 0.03% | 2,016 | 145 | 7.7% | $4.41万 | 加仓 |
| SITE | SITEONE LANDSCAPE SUPPLY INC | $61.08万 | 0.03% | 4,589 | 1,263 | 38.0% | $16.81万 | 加仓 |
| HURN | HURON CONSULTING GROUP INC | $60.81万 | 0.03% | 4,770 | 4,770 | — | $60.81万 | 新建仓 |
| — | LAZARD GLOBAL TOTAL RETURN & | $60.64万 | 0.03% | 37,690 | -143 | -0.4% | -$2,301 | 减仓 |
| PAYX | PAYCHEX INC | $60.62万 | 0.03% | 6,581 | 2,827 | 75.3% | $26.04万 | 加仓 |
| GRBK | GREEN BRICK PARTNERS INC | $60.59万 | 0.03% | 9,401 | 449 | 5.0% | $2.89万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $60.33万 | 0.03% | 1,545 | -62 | -3.9% | -$2.42万 | 减仓 |
| VTR | VENTAS INC | $60.25万 | 0.03% | 7,367 | -956 | -11.5% | -$7.82万 | 减仓 |
| BHE | BENCHMARK ELECTRS INC | $60.12万 | 0.03% | 10,724 | 481 | 4.7% | $2.70万 | 加仓 |
| SHLD | GLOBAL X FDS | $59.99万 | 0.03% | 8,469 | 8,469 | — | $59.99万 | 新建仓 |
| FTDR | FRONTDOOR INC | $59.80万 | 0.03% | 11,312 | 312 | 2.8% | $1.65万 | 加仓 |
| HST | HOST HOTELS & RESORTS INC | $59.75万 | 0.03% | 31,186 | -2,935 | -8.6% | -$5.62万 | 减仓 |