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 |
|---|---|---|---|---|---|---|---|---|
| ED | CONSOLIDATED EDISON INC | $59.70万 | 0.03% | 5,275 | -341 | -6.1% | -$3.86万 | 减仓 |
| AMP | AMERIPRISE FINL INC | $59.64万 | 0.03% | 1,342 | 321 | 31.4% | $14.27万 | 加仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $59.56万 | 0.03% | 35,856 | 15,056 | 72.4% | $25.01万 | 加仓 |
| EBF | ENNIS INC | $59.51万 | 0.03% | 27,780 | 2,050 | 8.0% | $4.39万 | 加仓 |
| TWLO | TWILIO INC | $59.40万 | 0.03% | 4,721 | 594 | 14.4% | $7.47万 | 加仓 |
| MSCI | MSCI INC | $59.13万 | 0.03% | 1,097 | 367 | 50.3% | $19.78万 | 加仓 |
| RWL | INVESCO EXCH TRADED FD TR II | $59.11万 | 0.03% | 5,144 | -603 | -10.5% | -$6.93万 | 减仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $59.04万 | 0.03% | 8,138 | -461 | -5.4% | -$3.34万 | 减仓 |
| BPOP | POPULAR INC | $58.90万 | 0.03% | 4,390 | -72 | -1.6% | -$9,660 | 减仓 |
| IVZ | INVESCO LTD | $58.85万 | 0.03% | 24,227 | 2,767 | 12.9% | $6.72万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $58.83万 | 0.03% | 2,476 | -219 | -8.1% | -$5.20万 | 减仓 |
| PNFP | PINNACLE FINL PARTNERS INC | $58.83万 | 0.03% | 6,830 | 6,830 | — | $58.83万 | 新建仓 |
| NTRS | NORTHERN TR CORP | $58.71万 | 0.03% | 4,206 | 334 | 8.6% | $4.66万 | 加仓 |
| ET | ENERGY TRANSFER L P | $58.28万 | 0.03% | 30,199 | 15,099 | 100.0% | $29.14万 | 加仓 |
| EAGG | ISHARES TR | $58.11万 | 0.03% | 12,221 | -458 | -3.6% | -$2.18万 | 减仓 |
| LEA | LEAR CORP | $57.97万 | 0.03% | 4,788 | 2,340 | 95.6% | $28.33万 | 加仓 |
| FAST | FASTENAL CO | $57.84万 | 0.03% | 12,465 | 560 | 4.7% | $2.60万 | 加仓 |
| GIS | GENERAL MILLS INC | $57.80万 | 0.03% | 15,528 | 2,318 | 17.5% | $8.63万 | 加仓 |
| ADSK | AUTODESK INC | $57.74万 | 0.03% | 2,412 | -1,056 | -30.4% | -$25.28万 | 减仓 |
| CRBG | COREBRIDGE FINL INC | $57.39万 | 0.03% | 24,053 | -6,356 | -20.9% | -$15.17万 | 减仓 |
| VC | VISTEON CORP | $57.28万 | 0.03% | 6,287 | 433 | 7.4% | $3.95万 | 加仓 |
| CALM | CAL MAINE FOODS INC | $57.05万 | 0.03% | 7,207 | 304 | 4.4% | $2.41万 | 加仓 |
| RGLD | ROYAL GOLD INC | $57.03万 | 0.03% | 2,241 | 21 | 0.9% | $5,344 | 加仓 |
| TCBI | TEXAS CAP BANCSHARES INC | $56.80万 | 0.03% | 5,987 | 98 | 1.7% | $9,298 | 加仓 |
| PGR | PROGRESSIVE CORP | $56.46万 | 0.03% | 2,848 | -720 | -20.2% | -$14.27万 | 减仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $56.39万 | 0.03% | 932 | 31 | 3.4% | $1.88万 | 加仓 |
| TW | TRADEWEB MKTS INC | $56.12万 | 0.03% | 4,770 | 346 | 7.8% | $4.07万 | 加仓 |
| EFX | EQUIFAX INC | $55.68万 | 0.03% | 3,092 | 2,030 | 191.1% | $36.55万 | 加仓 |
| MUC | BLACKROCK MUNIHLDNGS CALI | $55.66万 | 0.03% | 53,518 | 21,722 | 68.3% | $22.59万 | 加仓 |
| FIVE | FIVE BELOW INC | $55.66万 | 0.03% | 2,436 | 509 | 26.4% | $11.63万 | 加仓 |
| VHT | VANGUARD WORLD FD | $55.47万 | 0.03% | 2,037 | 1,283 | 170.2% | $34.93万 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $55.18万 | 0.03% | 1,138 | 285 | 33.4% | $13.82万 | 加仓 |
| WRB | BERKLEY W R CORP | $55.06万 | 0.03% | 8,307 | -328 | -3.8% | -$2.17万 | 减仓 |
| IMCG | ISHARES TR | $55.04万 | 0.03% | 6,987 | 0 | 0.0% | — | 不变 |
| ADUS | ADDUS HOMECARE CORP | $54.98万 | 0.03% | 5,871 | 273 | 4.9% | $2.56万 | 加仓 |
| OXY | OCCIDENTAL PETE CORP | $54.87万 | 0.03% | 8,441 | 8,441 | — | $54.87万 | 新建仓 |
| CW | CURTISS WRIGHT CORP | $54.83万 | 0.03% | 805 | 35 | 4.5% | $2.38万 | 加仓 |
| EBS | EMERGENT BIOSOLUTIONS INC | $54.58万 | 0.03% | 65,754 | 65,754 | — | $54.58万 | 新建仓 |
| APP | APPLOVIN CORP | $54.57万 | 0.03% | 1,371 | 64 | 4.9% | $2.55万 | 加仓 |
| ETR | ENTERGY CORP NEW | $54.42万 | 0.03% | 4,843 | 1,425 | 41.7% | $16.01万 | 加仓 |
| MHK | MOHAWK INDS INC | $54.40万 | 0.03% | 5,525 | 2,488 | 81.9% | $24.50万 | 加仓 |
| WWD | WOODWARD INC | $54.33万 | 0.03% | 1,518 | 221 | 17.0% | $7.91万 | 加仓 |
| IT | GARTNER INC | $54.14万 | 0.03% | 3,419 | 178 | 5.5% | $2.82万 | 加仓 |
| CINF | CINCINNATI FINL CORP | $53.99万 | 0.03% | 3,431 | 155 | 4.7% | $2.44万 | 加仓 |
| NI | NISOURCE INC | $53.95万 | 0.03% | 11,563 | 401 | 3.6% | $1.87万 | 加仓 |
| BLBD | BLUE BIRD CORP | $53.72万 | 0.03% | 9,460 | 863 | 10.0% | $4.90万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $53.54万 | 0.03% | 8,532 | 5,410 | 173.3% | $33.95万 | 加仓 |
| SONY | SONY GROUP CORP | $53.49万 | 0.03% | 25,839 | 5,533 | 27.2% | $11.45万 | 加仓 |
| VRP | INVESCO EXCH TRADED FD TR II | $53.43万 | 0.03% | 22,280 | 0 | 0.0% | — | 不变 |
| LULU | LULULEMON ATHLETICA INC | $53.37万 | 0.03% | 3,486 | 3,486 | — | $53.37万 | 新建仓 |
| ARW | ARROW ELECTRS INC | $53.22万 | 0.03% | 3,711 | -529 | -12.5% | -$7.59万 | 减仓 |
| AEE | AMEREN CORP | $53.08万 | 0.03% | 4,829 | 580 | 13.7% | $6.38万 | 加仓 |
| BKR | BAKER HUGHES COMPANY | $52.89万 | 0.03% | 8,663 | 203 | 2.4% | $1.24万 | 加仓 |
| PDX | PIMCO DYNAMIC INCOME STRATEG | $52.82万 | 0.03% | 23,945 | 5,190 | 27.7% | $11.45万 | 加仓 |
| ES | EVERSOURCE ENERGY | $52.81万 | 0.03% | 7,623 | 1,401 | 22.5% | $9.71万 | 加仓 |
| — | SOURCE CAPITAL | $52.65万 | 0.03% | 11,366 | -45 | -0.4% | -$2,084 | 减仓 |
| LBRT | LIBERTY ENERGY INC | $52.58万 | 0.03% | 18,255 | 18,255 | — | $52.58万 | 新建仓 |
| HRMY | HARMONY BIOSCIENCES HLDGS IN | $52.19万 | 0.03% | 18,632 | 18,632 | — | $52.19万 | 新建仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $52.12万 | 0.03% | 6,575 | -2,437 | -27.0% | -$19.32万 | 减仓 |
| PYPL | PAYPAL HLDGS INC | $52.07万 | 0.03% | 11,512 | 123 | 1.1% | $5,563 | 加仓 |
| RBLX | ROBLOX CORP | $52.06万 | 0.03% | 9,205 | -9,949 | -51.9% | -$56.27万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $51.55万 | 0.03% | 13,418 | 8,284 | 161.4% | $31.83万 | 加仓 |
| PODD | INSULET CORP | $51.41万 | 0.03% | 2,450 | 1,510 | 160.6% | $31.69万 | 加仓 |
| SAN | BANCO SANTANDER SA | $51.38万 | 0.03% | 45,547 | 6,799 | 17.5% | $7.67万 | 加仓 |
| TRMB | TRIMBLE INC | $51.37万 | 0.03% | 7,875 | 520 | 7.1% | $3.39万 | 加仓 |
| SANM | SANMINA CORP | $51.22万 | 0.03% | 3,951 | 163 | 4.3% | $2.11万 | 加仓 |
| SR | SPIRE INC | $51.17万 | 0.03% | 5,652 | -140 | -2.4% | -$1.27万 | 减仓 |
| — | DUPONT DE NEMOURS INC | $51.16万 | 0.03% | 11,170 | 490 | 4.6% | $2.24万 | 加仓 |
| CCL | CARNIVAL CORP | $51.10万 | 0.03% | 19,745 | 7,273 | 58.3% | $18.82万 | 加仓 |
| URI | UNITED RENTALS INC | $51.07万 | 0.03% | 701 | 166 | 31.0% | $12.09万 | 加仓 |
| AZN | ASTRAZENECA PLC | $51.06万 | 0.03% | 2,589 | 2,589 | — | $51.06万 | 新建仓 |
| AAT | AMERICAN ASSETS TR INC | $50.95万 | 0.03% | 27,675 | 2,759 | 11.1% | $5.08万 | 加仓 |
| SHOP | SHOPIFY INC | $50.90万 | 0.03% | 4,291 | 1,838 | 74.9% | $21.80万 | 加仓 |
| WDI | WESTERN ASSET DIVERSIFIED IN | $50.76万 | 0.03% | 37,769 | -368 | -1.0% | -$4,946 | 减仓 |
| CRH | CRH PLC | $50.61万 | 0.03% | 4,815 | 1,933 | 67.1% | $20.32万 | 加仓 |
| CMS | CMS ENERGY CORP | $50.61万 | 0.03% | 6,523 | 1,077 | 19.8% | $8.36万 | 加仓 |
| MMS | MAXIMUS INC | $50.35万 | 0.03% | 7,854 | 24 | 0.3% | $1,538 | 加仓 |
| CLX | CLOROX CO DEL | $50.19万 | 0.03% | 4,843 | 1,981 | 69.2% | $20.53万 | 加仓 |
| FR | FIRST INDL RLTY TR INC | $50.12万 | 0.03% | 8,663 | 79 | 0.9% | $4,570 | 加仓 |
| CG | CARLYLE GROUP INC | $50.04万 | 0.03% | 10,341 | 10,341 | — | $50.04万 | 新建仓 |
| TTC | TORO CO | $49.96万 | 0.03% | 5,347 | 637 | 13.5% | $5.95万 | 加仓 |
| WDAY | WORKDAY INC | $49.69万 | 0.03% | 3,825 | 3,825 | — | $49.69万 | 新建仓 |
| THG | HANOVER INS GROUP INC | $49.61万 | 0.03% | 2,862 | 1,211 | 73.3% | $20.99万 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $49.57万 | 0.03% | 8,803 | 2,397 | 37.4% | $13.50万 | 加仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $49.30万 | 0.03% | 3,034 | 727 | 31.5% | $11.81万 | 加仓 |
| DDOG | DATADOG INC | $49.19万 | 0.03% | 4,167 | 127 | 3.1% | $1.50万 | 加仓 |
| FISV | FISERV INC | $48.99万 | 0.03% | 8,779 | 8,779 | — | $48.99万 | 新建仓 |
| — | JANUS HENDERSON GROUP PLC | $48.82万 | 0.03% | 9,504 | -506 | -5.1% | -$2.60万 | 减仓 |
| MET | METLIFE INC | $48.58万 | 0.03% | 6,870 | -33,428 | -83.0% | -$236.39万 | 减仓 |
| DTE | DTE ENERGY CO | $48.56万 | 0.03% | 3,321 | -204 | -5.8% | -$2.98万 | 减仓 |
| WM | WASTE MGMT INC DEL | $48.48万 | 0.03% | 2,110 | 654 | 44.9% | $15.03万 | 加仓 |
| CWK | CUSHMAN AND WAKEFIELD LTD | $48.45万 | 0.03% | 39,520 | 39,520 | — | $48.45万 | 新建仓 |
| KALU | KAISER ALUMINIUM CORPORATION | $48.38万 | 0.03% | 4,015 | 4,015 | — | $48.38万 | 新建仓 |
| ALL | ALLSTATE CORP | $48.29万 | 0.03% | 2,329 | -463 | -16.6% | -$9.60万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $48.22万 | 0.03% | 1,680 | 137 | 8.9% | $3.93万 | 加仓 |
| TAK | TAKEDA PHARMACEUTICAL CO LTD | $48.21万 | 0.03% | 26,029 | 1,125 | 4.5% | $2.08万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $48.09万 | 0.03% | 2,425 | -4,343 | -64.2% | -$86.12万 | 减仓 |
| SUPN | INDIVIOR PHARMACEUTICALS INC | $47.93万 | 0.03% | 15,724 | 15,724 | — | $47.93万 | 新建仓 |
| HUBS | HUBSPOT INC | $47.62万 | 0.03% | 1,951 | -679 | -25.8% | -$16.57万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $47.33万 | 0.03% | 2,201 | -83 | -3.6% | -$1.78万 | 减仓 |