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 |
|---|---|---|---|---|---|---|---|---|
| ALLE | ALLEGION PLC | $47.11万 | 0.03% | 3,242 | -33 | -1.0% | -$4,795 | 减仓 |
| GLPI | GAMING & LEISURE P | $46.92万 | 0.03% | 10,575 | -304 | -2.8% | -$1.35万 | 减仓 |
| FERG | FERGUSON ENTERPRISES INC | $46.72万 | 0.02% | 2,003 | -431 | -17.7% | -$10.05万 | 减仓 |
| NTCT | NETSCOUT SYS INC | $46.66万 | 0.02% | 14,676 | 888 | 6.4% | $2.82万 | 加仓 |
| NBH | NEUBERGER MUN FD INC | $46.59万 | 0.02% | 45,899 | -354 | -0.8% | -$3,593 | 减仓 |
| — | BANCROFT FD LTD | $46.43万 | 0.02% | 21,555 | 14 | 0.1% | $302 | 加仓 |
| EVR | EVERCORE INC | $46.36万 | 0.02% | 1,553 | 299 | 23.8% | $8.93万 | 加仓 |
| APLE | APPLE HOSPITALITY REIT INC | $46.36万 | 0.02% | 40,276 | 4,890 | 13.8% | $5.63万 | 加仓 |
| CHTR | CHARTER COMMUNICATIONS INC | $46.35万 | 0.02% | 2,147 | 655 | 43.9% | $14.14万 | 加仓 |
| PXH | INVESCO EXCH TRADED FD TR II | $46.28万 | 0.02% | 17,197 | 0 | 0.0% | — | 不变 |
| TCMD | TACTILE SYS TECHNOLOGY INC | $46.25万 | 0.02% | 17,700 | 17,700 | — | $46.25万 | 新建仓 |
| VEEV | VEEVA SYS INC | $46.13万 | 0.02% | 2,626 | -501 | -16.0% | -$8.80万 | 减仓 |
| NXPI | NXP SEMICONDUCTORS N V | $46.12万 | 0.02% | 2,343 | 263 | 12.6% | $5.18万 | 加仓 |
| DVY | ISHARES TR | $46.09万 | 0.02% | 3,044 | -50 | -1.6% | -$7,570 | 减仓 |
| PPL | PPL CORP | $46.08万 | 0.02% | 12,064 | 3,465 | 40.3% | $13.24万 | 加仓 |
| O | REALTY INCOME CORP | $46.00万 | 0.02% | 7,518 | 745 | 11.0% | $4.56万 | 加仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $45.55万 | 0.02% | 5,654 | 5,654 | — | $45.55万 | 新建仓 |
| MDB | MONGODB INC | $45.33万 | 0.02% | 1,852 | 445 | 31.6% | $10.89万 | 加仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $45.21万 | 0.02% | 6,997 | 3,833 | 121.1% | $24.76万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $45.10万 | 0.02% | 2,867 | 730 | 34.2% | $11.48万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $45.08万 | 0.02% | 3,075 | 3,075 | — | $45.08万 | 新建仓 |
| LH | LABCORP HOLDINGS INC | $44.99万 | 0.02% | 1,686 | 716 | 73.8% | $19.11万 | 加仓 |
| IWR | ISHARES TR | $44.87万 | 0.02% | 4,615 | 810 | 21.3% | $7.88万 | 加仓 |
| EXE | EXPAND ENERGY CORPORATION | $44.71万 | 0.02% | 4,073 | 1,181 | 40.8% | $12.96万 | 加仓 |
| FIS | FIDELITY NATL INFORMATION SV | $44.66万 | 0.02% | 9,520 | 3,630 | 61.6% | $17.03万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $44.43万 | 0.02% | 4,606 | 1,900 | 70.2% | $18.33万 | 加仓 |
| ITT | ITT INC | $44.43万 | 0.02% | 2,332 | 662 | 39.6% | $12.61万 | 加仓 |
| CDW | CDW CORP | $44.34万 | 0.02% | 3,664 | 3,664 | — | $44.34万 | 新建仓 |
| IDA | IDACORP INC | $44.28万 | 0.02% | 3,097 | 8 | 0.3% | $1,144 | 加仓 |
| DFIN | DONNELLEY FINL SOLUTIONS INC | $44.19万 | 0.02% | 9,374 | 686 | 7.9% | $3.23万 | 加仓 |
| STT | STATE STR CORP | $44.01万 | 0.02% | 3,477 | 482 | 16.1% | $6.10万 | 加仓 |
| CLNE | CLEAN ENERGY FUELS CORP | $43.93万 | 0.02% | 177,156 | 18,396 | 11.6% | $4.56万 | 加仓 |
| RPRX | ROYALTY PHARMA PLC | $43.91万 | 0.02% | 9,153 | 1,132 | 14.1% | $5.43万 | 加仓 |
| FHI | FEDERATED HERMES INC | $43.81万 | 0.02% | 7,725 | 0 | 0.0% | — | 不变 |
| AA | ALCOA CORP | $43.78万 | 0.02% | 6,601 | 378 | 6.1% | $2.51万 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $43.42万 | 0.02% | 27,746 | 3,751 | 15.6% | $5.87万 | 加仓 |
| BBWI | BATH & BODY WORKS INC | $43.36万 | 0.02% | 23,222 | -766 | -3.2% | -$1.43万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $43.32万 | 0.02% | 2,510 | -2,808 | -52.8% | -$48.46万 | 减仓 |
| CLMB | CLIMB GLOBAL SOLUTIONS INC | $43.21万 | 0.02% | 21,802 | 1,202 | 5.8% | $2.38万 | 加仓 |
| EWBC | EAST WEST BANCORP INC | $43.14万 | 0.02% | 4,041 | 353 | 9.6% | $3.77万 | 加仓 |
| — | NUVEEN PA INVT QUALITY MUN F | $43.05万 | 0.02% | 36,089 | -430 | -1.2% | -$5,130 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $43.03万 | 0.02% | 8,717 | 2,628 | 43.2% | $12.97万 | 加仓 |
| NUBD | NUSHARES ETF TR | $42.83万 | 0.02% | 19,282 | -388 | -2.0% | -$8,617 | 减仓 |
| SMFG | SUMITOMO MITSUI FIN GRP INC | $42.78万 | 0.02% | 21,662 | 1,772 | 8.9% | $3.50万 | 加仓 |
| ALC | ALCON AG | $42.71万 | 0.02% | 5,668 | 5,668 | — | $42.71万 | 新建仓 |
| AGX | ARGAN INC | $42.70万 | 0.02% | 784 | 784 | — | $42.70万 | 新建仓 |
| CHW | CALAMOS GBL DYN INCOME FUND | $42.67万 | 0.02% | 58,770 | 645 | 1.1% | $4,683 | 加仓 |
| EMXC | ISHARES INC | $42.48万 | 0.02% | 5,400 | 0 | 0.0% | — | 不变 |
| MCO | MOODYS CORP | $42.41万 | 0.02% | 972 | 493 | 102.9% | $21.51万 | 加仓 |
| NGVT | INGEVITY CORP | $42.35万 | 0.02% | 5,946 | 549 | 10.2% | $3.91万 | 加仓 |
| IWP | ISHARES TR | $42.33万 | 0.02% | 3,304 | 3,304 | — | $42.33万 | 新建仓 |
| ALB | ALBEMARLE CORP | $42.32万 | 0.02% | 2,357 | 2,357 | — | $42.32万 | 新建仓 |
| — | CLOUGH GLOBAL DIVID & INCOME | $42.28万 | 0.02% | 71,423 | -708 | -1.0% | -$4,191 | 减仓 |
| SNX | TD SYNNEX CORPORATION | $42.09万 | 0.02% | 2,495 | 2,495 | — | $42.09万 | 新建仓 |
| OTTR | OTTER TAIL CORP | $41.89万 | 0.02% | 4,772 | 175 | 3.8% | $1.54万 | 加仓 |
| ASH | ASHLAND INC | $41.84万 | 0.02% | 7,524 | -593 | -7.3% | -$3.30万 | 减仓 |
| MAS | MASCO CORP | $41.82万 | 0.02% | 6,927 | 99 | 1.4% | $5,977 | 加仓 |
| L | LOEWS CORP | $41.81万 | 0.02% | 3,917 | 21 | 0.5% | $2,242 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $41.77万 | 0.02% | 4,217 | -1,405 | -25.0% | -$13.92万 | 减仓 |
| NNN | NNN REIT INC | $41.73万 | 0.02% | 9,928 | -2,354 | -19.2% | -$9.89万 | 减仓 |
| PTCT | PTC THERAPEUTICS INC | $41.71万 | 0.02% | 6,122 | 305 | 5.2% | $2.08万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $41.56万 | 0.02% | 5,022 | -2,898 | -36.6% | -$23.98万 | 减仓 |
| SSNC | SS&C TECH HLDGS | $41.54万 | 0.02% | 6,148 | -948 | -13.4% | -$6.41万 | 减仓 |
| — | DESTRA MULTI-ALTERNATIVE FD | $41.22万 | 0.02% | 50,832 | -610 | -1.2% | -$4,947 | 减仓 |
| PEY | INVESCO EXCHANGE TRADED FD T | $41.06万 | 0.02% | 19,169 | 0 | 0.0% | — | 不变 |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $41.02万 | 0.02% | 7,262 | -360 | -4.7% | -$2.03万 | 减仓 |
| OC | OWENS CORNING NEW | $40.89万 | 0.02% | 3,778 | 1,089 | 40.5% | $11.79万 | 加仓 |
| RSG | REPUBLIC SVCS INC | $40.65万 | 0.02% | 1,856 | 438 | 30.9% | $9.59万 | 加仓 |
| PKG | PACKAGING CORP AMER | $40.53万 | 0.02% | 1,910 | -192 | -9.1% | -$4.07万 | 减仓 |
| FOX | FOX CORP | $40.41万 | 0.02% | 7,610 | -50,119 | -86.8% | -$266.13万 | 减仓 |
| IEX | IDEX CORP | $40.28万 | 0.02% | 2,125 | 58 | 2.8% | $1.10万 | 加仓 |
| DECK | DECKERS OUTDOOR CORP | $40.06万 | 0.02% | 4,002 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC | $40.03万 | 0.02% | 7,578 | 1,724 | 29.4% | $9.11万 | 加仓 |
| — | NUVEEN CORE PLUS IMPACT FUND | $40.02万 | 0.02% | 39,275 | -472 | -1.2% | -$4,810 | 减仓 |
| VIK | VIKING HOLDINGS LTD | $39.67万 | 0.02% | 5,399 | 1,359 | 33.6% | $9.99万 | 加仓 |
| NZF | NUVEEN MUN CR INCOME FD | $39.65万 | 0.02% | 32,554 | -79 | -0.2% | -$962 | 减仓 |
| OSK | OSHKOSH CORP | $39.61万 | 0.02% | 2,691 | 57 | 2.2% | $8,391 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $39.51万 | 0.02% | 1,350 | -298 | -18.1% | -$8.72万 | 减仓 |
| VFH | VANGUARD WORLD FD | $39.44万 | 0.02% | 3,265 | 3,265 | — | $39.44万 | 新建仓 |
| TRU | TRANSUNION | $39.36万 | 0.02% | 5,689 | 2,228 | 64.4% | $15.42万 | 加仓 |
| ARES | ARES MANAGEMENT CORPORATION | $39.12万 | 0.02% | 3,586 | 922 | 34.6% | $10.06万 | 加仓 |
| FHN | FIRST HORIZON CORPORATION | $39.05万 | 0.02% | 17,159 | 2,733 | 18.9% | $6.22万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $39.01万 | 0.02% | 1,130 | 427 | 60.7% | $14.74万 | 加仓 |
| CPER | UNITED STS COMMODITY INDEX F | $38.82万 | 0.02% | 11,274 | 11,274 | — | $38.82万 | 新建仓 |
| CTVA | CORTEVA INC | $38.43万 | 0.02% | 4,591 | 318 | 7.4% | $2.66万 | 加仓 |
| BLDR | BUILDERS FIRSTSOURCE INC | $38.37万 | 0.02% | 4,661 | -300 | -6.0% | -$2.47万 | 减仓 |
| CPRT | COPART INC | $38.31万 | 0.02% | 11,540 | -3,152 | -21.5% | -$10.46万 | 减仓 |
| USMV | ISHARES TR | $38.23万 | 0.02% | 4,122 | 89 | 2.2% | $8,255 | 加仓 |
| TM | TOYOTA MOTOR CORP | $38.10万 | 0.02% | 1,848 | 850 | 85.2% | $17.52万 | 加仓 |
| CPAY | CORPAY INC | $38.00万 | 0.02% | 1,306 | 364 | 38.6% | $10.59万 | 加仓 |
| SIRI | SIRIUSXM HOLDINGS INC | $37.77万 | 0.02% | 16,366 | 852 | 5.5% | $1.97万 | 加仓 |
| MKL | MARKEL GROUP INC | $37.71万 | 0.02% | 197 | -5 | -2.5% | -$9,570 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORP | $37.21万 | 0.02% | 4,646 | -2,190 | -32.0% | -$17.54万 | 减仓 |
| PXF | INVESCO EXCH TRADED FD TR II | $37.19万 | 0.02% | 5,320 | -70 | -1.3% | -$4,893 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $37.14万 | 0.02% | 6,444 | 2,546 | 65.3% | $14.68万 | 加仓 |
| VFC | V F CORP | $37.09万 | 0.02% | 21,830 | 6,725 | 44.5% | $11.43万 | 加仓 |
| USFD | US FOODS HLDG CORP | $37.08万 | 0.02% | 4,021 | 1,010 | 33.5% | $9.31万 | 加仓 |
| RQI | COHEN & STEERS QUALITY INCOM | $37.00万 | 0.02% | 30,703 | 263 | 0.9% | $3,169 | 加仓 |
| GTO | INVESCO ACTIVELY MANAGED EXC | $36.98万 | 0.02% | 7,896 | 996 | 14.4% | $4.66万 | 加仓 |
| BRO | BROWN & BROWN INC | $36.93万 | 0.02% | 5,664 | 1,938 | 52.0% | $12.64万 | 加仓 |