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 |
|---|---|---|---|---|---|---|---|---|
| OII | OCEANEERING INTL INC | $69.35万 | 0.04% | 17,116 | 17,116 | — | $69.35万 | 新建仓 |
| CSX | CSX CORP | $69.32万 | 0.04% | 14,585 | -20,938 | -58.9% | -$99.52万 | 减仓 |
| GXO | GXO LOGISTICS INCORPORATED | $68.98万 | 0.04% | 13,605 | 13,605 | — | $68.98万 | 新建仓 |
| CBSH | COMMERCE BANCSHARES INC | $68.93万 | 0.04% | 11,936 | 7,131 | 148.4% | $41.18万 | 加仓 |
| TXN | TEXAS INSTRS INC | $68.72万 | 0.04% | 2,305 | -3,464 | -60.0% | -$103.27万 | 减仓 |
| UHS | UNIVERSAL HLTH SVCS INC | $68.53万 | 0.04% | 4,609 | 166 | 3.7% | $2.47万 | 加仓 |
| DIS | DISNEY WALT CO | $68.50万 | 0.04% | 7,059 | -11,426 | -61.8% | -$110.88万 | 减仓 |
| KEY | KEYCORP | $67.65万 | 0.04% | 29,350 | 13,870 | 89.6% | $31.97万 | 加仓 |
| — | PRINCIPAL REAL ESTATE INCOME | $67.65万 | 0.04% | 65,743 | -5,144 | -7.3% | -$5.29万 | 减仓 |
| CTAS | CINTAS CORP | $67.57万 | 0.04% | 3,973 | 3,973 | — | $67.57万 | 新建仓 |
| AXON | AXON ENTERPRISE INC | $67.44万 | 0.04% | 1,203 | 1,203 | — | $67.44万 | 新建仓 |
| MPC | MARATHON PETE CORP | $67.33万 | 0.04% | 2,633 | -5,646 | -68.2% | -$144.37万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $66.43万 | 0.04% | 2,011 | -1,108 | -35.5% | -$36.60万 | 减仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $66.32万 | 0.04% | 6,900 | -2,346 | -25.4% | -$22.55万 | 减仓 |
| MDB | MONGODB INC | $66.07万 | 0.04% | 1,967 | 115 | 6.2% | $3.86万 | 加仓 |
| ALGN | ALIGN TECHNOLOGY INC | $65.81万 | 0.04% | 3,902 | -394 | -9.2% | -$6.65万 | 减仓 |
| MCK | MCKESSON CORP | $65.31万 | 0.04% | 863 | -485 | -36.0% | -$36.70万 | 减仓 |
| NTRS | NORTHERN TR CORP | $64.98万 | 0.04% | 3,719 | -487 | -11.6% | -$8.51万 | 减仓 |
| NML | NEUBERGER ENGY INFRSTR & INC | $64.95万 | 0.04% | 64,054 | 43,839 | 216.9% | $44.45万 | 加仓 |
| WFRD | WEATHERFORD INTL PLC | $64.92万 | 0.04% | 7,960 | 7,960 | — | $64.92万 | 新建仓 |
| PLD | PROLOGIS INC. | $64.92万 | 0.04% | 4,792 | -1,353 | -22.0% | -$18.33万 | 减仓 |
| — | LAZARD GLOBAL TOTAL RETURN & | $64.89万 | 0.04% | 35,111 | -2,579 | -6.8% | -$4.77万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $64.79万 | 0.04% | 1,321 | -810 | -38.0% | -$39.73万 | 减仓 |
| COO | COOPER COS INC | $64.79万 | 0.04% | 9,035 | 4,470 | 97.9% | $32.05万 | 加仓 |
| OSK | OSHKOSH CORP | $64.55万 | 0.04% | 4,206 | 1,515 | 56.3% | $23.25万 | 加仓 |
| SNX | TD SYNNEX CORPORATION | $64.48万 | 0.04% | 2,412 | -83 | -3.3% | -$2.22万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $64.41万 | 0.04% | 1,233 | -2,587 | -67.7% | -$135.14万 | 减仓 |
| EBF | ENNIS INC | $63.77万 | 0.04% | 30,010 | 2,230 | 8.0% | $4.74万 | 加仓 |
| MGY | MAGNOLIA OIL & GAS CORP | $63.56万 | 0.04% | 24,846 | 391 | 1.6% | $1.00万 | 加仓 |
| TMUS | T-MOBILE US INC | $63.43万 | 0.04% | 3,782 | -1,183 | -23.8% | -$19.84万 | 减仓 |
| MKC | MCCORMICK & CO INC | $62.22万 | 0.04% | 12,341 | 12,341 | — | $62.22万 | 新建仓 |
| CHW | CALAMOS GBL DYN INCOME FUND | $61.69万 | 0.04% | 69,241 | 10,471 | 17.8% | $9.33万 | 加仓 |
| PWR | QUANTA SVCS INC | $61.56万 | 0.04% | 855 | 372 | 77.0% | $26.78万 | 加仓 |
| VEEV | VEEVA SYS INC | $61.55万 | 0.04% | 3,468 | 842 | 32.1% | $14.94万 | 加仓 |
| PEO | ADAM NAT RES FD INC | $61.14万 | 0.04% | 24,734 | -1,090 | -4.2% | -$2.69万 | 减仓 |
| IONQ | IONQ INC | $61.13万 | 0.04% | 11,478 | 11,478 | — | $61.13万 | 新建仓 |
| USA | LIBERTY ALL STAR EQUITY FD | $61.13万 | 0.04% | 105,207 | 58,747 | 126.4% | $34.13万 | 加仓 |
| HUBB | HUBBELL INC | $61.09万 | 0.04% | 1,168 | 1,168 | — | $61.09万 | 新建仓 |
| PFE | PFIZER INC | $61.04万 | 0.04% | 25,350 | -7,520 | -22.9% | -$18.11万 | 减仓 |
| DOW | DOW HLDGS INC | $60.92万 | 0.04% | 22,265 | 2,412 | 12.1% | $6.60万 | 加仓 |
| LYFT | LYFT INC | $60.89万 | 0.04% | 41,677 | -11,582 | -21.7% | -$16.92万 | 减仓 |
| LRN | STRIDE INC | $60.66万 | 0.04% | 7,034 | 8 | 0.1% | $690 | 加仓 |
| SAN | BANCO SANTANDER SA | $60.48万 | 0.04% | 43,824 | -1,723 | -3.8% | -$2.38万 | 减仓 |
| GTLB | GITLAB INC | $60.13万 | 0.04% | 19,695 | 5,591 | 39.6% | $17.07万 | 重新持有 |
| MHK | MOHAWK INDS INC | $60.00万 | 0.04% | 4,945 | -580 | -10.5% | -$7.04万 | 减仓 |
| M | MACYS INC | $59.95万 | 0.04% | 25,228 | -15,649 | -38.3% | -$37.19万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $59.78万 | 0.04% | 2,057 | 927 | 82.0% | $26.94万 | 加仓 |
| VIK | VIKING HOLDINGS LTD | $59.46万 | 0.04% | 5,681 | 282 | 5.2% | $2.95万 | 加仓 |
| EFX | EQUIFAX INC | $59.41万 | 0.04% | 3,743 | 651 | 21.1% | $10.33万 | 加仓 |
| EBS | EMERGENT BIOSOLUTIONS INC | $59.28万 | 0.04% | 70,740 | 4,986 | 7.6% | $4.18万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $58.85万 | 0.04% | 13,789 | 5,257 | 61.6% | $22.44万 | 加仓 |
| ALGM | ALLEGRO MICROSYSTEMS INC | $58.68万 | 0.04% | 8,428 | 8,428 | — | $58.68万 | 新建仓 |
| NVR | NVR INC | $58.60万 | 0.04% | 86 | 86 | — | $58.60万 | 新建仓 |
| ADUS | ADDUS HOMECARE CORP | $58.50万 | 0.04% | 5,823 | -48 | -0.8% | -$4,823 | 减仓 |
| INVH | INVITATION HOMES INC | $58.13万 | 0.04% | 19,051 | 4,526 | 31.2% | $13.81万 | 加仓 |
| ULTA | ULTA BEAUTY INC | $58.00万 | 0.04% | 1,286 | -432 | -25.1% | -$19.48万 | 减仓 |
| IT | GARTNER INC | $57.93万 | 0.04% | 4,469 | 1,050 | 30.7% | $13.61万 | 加仓 |
| MSCI | MSCI INC | $57.21万 | 0.03% | 1,021 | -76 | -6.9% | -$4.26万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $56.96万 | 0.03% | 6,173 | -47,620 | -88.5% | -$439.41万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $56.68万 | 0.03% | 804 | 269 | 50.3% | $18.96万 | 加仓 |
| SMFG | SUMITOMO MITSUI FIN GRP INC | $56.40万 | 0.03% | 23,919 | 2,257 | 10.4% | $5.32万 | 加仓 |
| PAHC | PHIBRO ANIMAL HEALTH CORP | $56.27万 | 0.03% | 17,920 | 17,920 | — | $56.27万 | 新建仓 |
| NKE | NIKE INC | $56.16万 | 0.03% | 13,572 | 5,994 | 79.1% | $24.80万 | 加仓 |
| IWD | ISHARES TR | $55.86万 | 0.03% | 2,304 | -7,776 | -77.1% | -$188.53万 | 减仓 |
| CALM | CAL MAINE FOODS INC | $55.85万 | 0.03% | 6,932 | -275 | -3.8% | -$2.22万 | 减仓 |
| TCMD | TACTILE SYS TECHNOLOGY INC | $55.84万 | 0.03% | 18,752 | 1,052 | 5.9% | $3.13万 | 加仓 |
| LIN | LINDE PLC | $55.78万 | 0.03% | 1,076 | -1,953 | -64.5% | -$101.24万 | 减仓 |
| TSN | TYSON FOODS INC | $55.68万 | 0.03% | 9,725 | -2,555 | -20.8% | -$14.63万 | 减仓 |
| FLR | FLUOR CORP | $55.54万 | 0.03% | 10,601 | -3,654 | -25.6% | -$19.14万 | 减仓 |
| TPG | TPG INC | $55.54万 | 0.03% | 13,696 | 13,696 | — | $55.54万 | 新建仓 |
| NMZ | NUVEEN MUN HIGH INCOME OPPOR | $55.53万 | 0.03% | 52,207 | 52,207 | — | $55.53万 | 新建仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $55.40万 | 0.03% | 1,432 | 82 | 6.1% | $3.17万 | 加仓 |
| EMR | EMERSON ELEC CO | $55.24万 | 0.03% | 3,859 | -3,799 | -49.6% | -$54.39万 | 减仓 |
| ON | ON SEMICONDUCTOR CORP | $55.15万 | 0.03% | 5,833 | 5,833 | — | $55.15万 | 新建仓 |
| CPRT | COPART INC | $55.02万 | 0.03% | 19,517 | 7,977 | 69.1% | $22.49万 | 加仓 |
| CRH | CRH PLC | $54.93万 | 0.03% | 5,131 | 316 | 6.6% | $3.38万 | 加仓 |
| SONY | SONY GROUP CORP | $54.88万 | 0.03% | 27,359 | 1,520 | 5.9% | $3.05万 | 加仓 |
| DPG | DUFF & PHELPS UTLITY AND INF | $54.75万 | 0.03% | 36,718 | 25,113 | 216.4% | $37.44万 | 加仓 |
| CHE | CHEMED CORP NEW | $54.63万 | 0.03% | 1,173 | 694 | 144.9% | $32.32万 | 重新持有 |
| GNTX | GENTEX CORP | $54.54万 | 0.03% | 21,582 | 21,582 | — | $54.54万 | 新建仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $54.50万 | 0.03% | 10,477 | 4,823 | 85.3% | $25.09万 | 加仓 |
| TAK | TAKEDA PHARMACEUTICAL CO LTD | $54.20万 | 0.03% | 33,809 | 7,780 | 29.9% | $12.47万 | 加仓 |
| FN | FABRINET | $54.18万 | 0.03% | 964 | 964 | — | $54.18万 | 新建仓 |
| EOG | EOG RES INC | $54.04万 | 0.03% | 4,166 | -321 | -7.2% | -$4.16万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $53.80万 | 0.03% | 1,083 | 428 | 65.3% | $21.26万 | 加仓 |
| CUBE | CUBESMART | $53.78万 | 0.03% | 13,522 | 7,897 | 140.4% | $31.41万 | 加仓 |
| NWSA | NEWS CORP NEW | $53.72万 | 0.03% | 21,636 | 13,041 | 151.7% | $32.38万 | 加仓 |
| TKR | TIMKEN CO | $53.54万 | 0.03% | 3,684 | 3,684 | — | $53.54万 | 新建仓 |
| FCFS | FIRSTCASH HOLDINGS INC | $53.43万 | 0.03% | 2,470 | 2,470 | — | $53.43万 | 新建仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $53.29万 | 0.03% | 2,025 | 1,068 | 111.6% | $28.11万 | 重新持有 |
| ORA | ORMAT TECHNOLOGIES INC | $53.27万 | 0.03% | 4,892 | 4,892 | — | $53.27万 | 新建仓 |
| S | SENTINELONE INC | $53.18万 | 0.03% | 31,338 | 6,015 | 23.8% | $10.21万 | 加仓 |
| NOVT | NOVANTA INC | $52.68万 | 0.03% | 3,247 | 3,247 | — | $52.68万 | 新建仓 |
| WWD | WOODWARD INC | $52.67万 | 0.03% | 1,238 | -280 | -18.4% | -$11.91万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $52.60万 | 0.03% | 1,542 | -5,825 | -79.1% | -$198.69万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $52.51万 | 0.03% | 4,148 | 1,374 | 49.5% | $17.39万 | 加仓 |
| — | BANCROFT FD LTD | $52.44万 | 0.03% | 20,178 | -1,377 | -6.4% | -$3.58万 | 减仓 |
| FSLR | FIRST SOLAR INC | $52.43万 | 0.03% | 2,222 | 2,222 | — | $52.43万 | 新建仓 |
| PODD | INSULET CORP | $52.28万 | 0.03% | 3,434 | 984 | 40.2% | $14.98万 | 加仓 |
| BNY | BANK OF NY MELLON CORP | $52.18万 | 0.03% | 3,609 | -2,080 | -36.6% | -$30.08万 | 减仓 |