13F 机构持仓

EVOLVE PRIVATE WEALTH, LLC

LOS ANGELES CA · SEC CIK 0002111131

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$16.36亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

HTRB 3.1%
BOND 3.1%
NVDA 3.0%
AAPL 2.8%
AGG 2.7%
VCRB 2.4%
BND 2.0%
GOOGL 1.8%
ISCF 1.8%
MSFT 1.7%

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
AWK AMERICAN WTR WKS CO INC NEW $40.31万0.02%3,064 -2,042-40.0% -$26.87万 减仓
MTD METTLER TOLEDO INTERNATIONAL $40.27万0.02%315 315— $40.27万 新建仓
CE CELANESE CORP DEL $40.05万0.02%8,706 8,706— $40.05万 新建仓
CLNE CLEAN ENERGY FUELS CORP $39.95万0.02%194,882 17,72610.0% $3.63万 加仓
ESAB ESAB CORPORATION $39.90万0.02%4,045 4,045— $39.90万 新建仓
BCO BRINKS CO $39.89万0.02%4,222 4,222— $39.89万 新建仓
DHR DANAHER CORP DEL $39.85万0.02%2,088 -4,108-66.3% -$78.40万 减仓
URI UNITED RENTALS INC $39.56万0.02%349 -352-50.2% -$39.90万 减仓
REG REGENCY CTRS CORP $39.33万0.02%4,901 4,901— $39.33万 新建仓
BHP BHP BILLITON LIMITED $39.22万0.02%4,707 1202.6% $9,997 加仓
ONTO ONTO INNOVATION INC $39.21万0.02%1,036 1,036— $39.21万 新建仓
VCIT VANGUARD SCOTTSDALE FDS $39.11万0.02%4,732 -290-5.8% -$2.40万 减仓
XEL XCEL ENERGY INC $38.41万0.02%4,745 -11,649-71.1% -$94.30万 减仓
IDA IDACORP INC $38.31万0.02%2,532 -565-18.2% -$8.55万 减仓
NLY ANNALY CAPITAL MANAGEMENT IN $38.19万0.02%16,526 16,526— $38.19万 新建仓
MAS MASCO CORP $38.08万0.02%4,679 -2,248-32.5% -$18.29万 减仓
BDX BECTON DICKINSON & CO $38.07万0.02%2,512 -3,899-60.8% -$59.10万 减仓
CDW CDW CORP $38.05万0.02%2,706 -958-26.1% -$13.47万 减仓
VLY VALLEY NATL BANCORP $38.04万0.02%25,672 -31,924-55.4% -$47.31万 减仓
WEC WEC ENERGY GROUP INC $37.93万0.02%3,248 -3,122-49.0% -$36.46万 减仓
DY DYCOM INDS INC $37.82万0.02%748 748— $37.82万 新建仓
MDT MEDTRONIC PLC $37.77万0.02%4,798 -6,650-58.1% -$52.35万 减仓
LVS LAS VEGAS SANDS CORP $37.68万0.02%8,157 -3,912-32.4% -$18.07万 减仓
TW TRADEWEB MKTS INC $37.67万0.02%3,780 -990-20.8% -$9.87万 减仓
KIM KIMCO REALTY CORP $37.53万0.02%14,804 14,804— $37.53万 新建仓
RHI ROBERT HALF INC. $37.40万0.02%12,184 1941.6% $5,956 加仓
VICI VICI PPTYS INC $37.32万0.02%13,859 9097.0% $2.45万 加仓
KRMN KARMAN HLDGS INC $37.24万0.02%7,459 7,459— $37.24万 新建仓
— NUVEEN CORE PLUS IMPACT FUND $36.99万0.02%36,196 -3,079-7.8% -$3.15万 减仓
MUC BLACKROCK MUNIHLDNGS CALI $36.93万0.02%33,438 -20,080-37.5% -$22.18万 减仓
LINE LINEAGE INC $36.88万0.02%8,427 1,54622.5% $6.77万 加仓
VC VISTEON CORP $36.87万0.02%3,717 -2,570-40.9% -$25.49万 减仓
IVZ INVESCO LTD $36.65万0.02%13,893 -10,334-42.7% -$27.26万 减仓
TTWO TAKE-TWO INTERACTIVE SOFTWAR $36.55万0.02%1,462 564.0% $1.40万 加仓
BUD ANHEUSER BUSCH INBEV SA NV $36.52万0.02%4,432 110.2% $906 加仓
RQI COHEN & STEERS QUALITY INCOM $36.49万0.02%29,645 -1,058-3.4% -$1.30万 减仓
AOS SMITH A O CORP $36.42万0.02%5,807 2,79392.7% $17.52万 重新持有
NOC NORTHROP GRUMMAN CORP $36.33万0.02%713 -1,154-61.8% -$58.80万 减仓
PYPL PAYPAL HLDGS INC $36.33万0.02%8,412 -3,100-26.9% -$13.39万 减仓
FNB F N B CORP $36.25万0.02%18,998 18,998— $36.25万 新建仓
WMS ADVANCED DRAIN SYS INC DEL $36.24万0.02%2,309 2,309— $36.24万 新建仓
KO COCA COLA CO $35.84万0.02%4,344 -36,589-89.4% -$301.87万 减仓
KNF KNIFE RIVER CORP $35.83万0.02%4,283 4,283— $35.83万 新建仓
GAP GAP INC $35.80万0.02%19,167 -7,139-27.1% -$13.34万 减仓
GRMN GARMIN LTD $35.69万0.02%1,503 16412.2% $3.89万 加仓
LFUS LITTELFUSE INC $35.60万0.02%782 -39-4.8% -$1.78万 减仓
ECHO ECHOSTAR CORP $35.58万0.02%3,505 3,505— $35.58万 新建仓
HAE HAEMONETICS CORP MASS $35.54万0.02%4,739 -538-10.2% -$4.04万 减仓
NZF NUVEEN MUN CR INCOME FD $35.54万0.02%27,855 -4,699-14.4% -$6.00万 减仓
TOST TOAST INC $35.15万0.02%12,633 12,633— $35.15万 新建仓
CXT CRANE NXT CO $34.89万0.02%6,820 6,820— $34.89万 新建仓
HII HUNTINGTON INGALLS INDS INC $34.86万0.02%1,246 -1,234-49.8% -$34.53万 减仓
— DESTRA MULTI-ALTERNATIVE FD $34.84万0.02%46,576 -4,256-8.4% -$3.18万 减仓
DOCU DOCUSIGN INC $34.80万0.02%7,834 7,834— $34.80万 新建仓
THG HANOVER INS GROUP INC $34.65万0.02%1,618 -1,244-43.5% -$26.64万 减仓
EIS ISHARES INC $34.56万0.02%2,863 2,863— $34.56万 新建仓
SWK STANLEY BLACK & DECKER INC $34.53万0.02%3,669 -5,112-58.2% -$48.12万 减仓
HRB BLOCK H & R INC $34.26万0.02%8,918 8,918— $34.26万 新建仓
LEO BNY MELLON STRATEGIC MUNS IN $34.13万0.02%52,837 26,659101.8% $17.22万 加仓
CTVA CORTEVA INC $34.08万0.02%4,024 -567-12.4% -$4.80万 减仓
TEM TEMPUS AI INC $34.07万0.02%5,882 5,882— $34.07万 新建仓
SJM SMUCKER J M CO $34.03万0.02%3,025 3,025— $34.03万 新建仓
ARMK ARAMARK $34.01万0.02%5,978 -2,385-28.5% -$13.57万 减仓
FOX FOX CORP $33.96万0.02%7,250 -360-4.7% -$1.69万 减仓
EMN EASTMAN CHEM CO $33.90万0.02%5,000 5,000— $33.90万 新建仓
IBEX IBEX LTD $33.83万0.02%11,138 8588.3% $2.61万 加仓
BRO BROWN & BROWN INC $33.81万0.02%5,270 -394-7.0% -$2.53万 减仓
ALLY ALLY FINL INC $33.76万0.02%7,347 7,347— $33.76万 新建仓
KTOS KRATOS DEFENSE & SEC SOLUTIO $33.69万0.02%6,757 6,757— $33.69万 新建仓
ESI ELEMENT SOLUTIONS INC $33.66万0.02%7,050 7,050— $33.66万 新建仓
WYNN WYNN RESORTS LTD $33.63万0.02%3,464 3,464— $33.63万 新建仓
WTFC WINTRUST FINL CORP $33.57万0.02%2,089 2,089— $33.57万 新建仓
PBF PBF ENERGY INC $33.57万0.02%7,375 2,69257.5% $12.25万 加仓
EXE EXPAND ENERGY CORPORATION $33.41万0.02%3,663 -410-10.1% -$3.74万 减仓
AIZ ASSURANT INC $33.34万0.02%1,242 1,242— $33.34万 新建仓
DCI DONALDSON INC $33.21万0.02%3,700 3,700— $33.21万 新建仓
DPZ DOMINOS PIZZA INC $33.09万0.02%1,117 25329.3% $7.50万 加仓
BE BLOOM ENERGY CORP $33.02万0.02%1,091 1,091— $33.02万 新建仓
OWL BLUE OWL CAPITAL INC $32.99万0.02%37,708 18,28994.2% $16.00万 加仓
OMC OMNICOM GROUP INC $32.95万0.02%4,489 -36,858-89.1% -$270.53万 减仓
USB US BANCORP $32.92万0.02%5,397 -11,204-67.5% -$68.34万 减仓
RF REGIONS FINANCIAL CORP NEW $32.89万0.02%10,714 10,714— $32.89万 新建仓
UBER UBER TECHNOLOGIES INC $32.88万0.02%4,557 -11,612-71.8% -$83.78万 减仓
SKYD PARAMOUNT SKYDANCE CORP $32.85万0.02%33,152 33,152— $32.85万 新建仓
SAP SAP SE $32.79万0.02%2,128 1567.9% $2.40万 加仓
VTR VENTAS INC $32.77万0.02%3,669 -3,698-50.2% -$33.03万 减仓
ALL ALLSTATE CORP $32.61万0.02%1,362 -967-41.5% -$23.15万 减仓
ODFL OLD DOMINION FREIGHT LINE IN $32.51万0.02%1,501 1,501— $32.51万 新建仓
CAVA CAVA GROUP INC $32.46万0.02%4,136 4,136— $32.46万 新建仓
OTIS OTIS WORLDWIDE CORP $32.29万0.02%4,510 -84-1.8% -$6,014 重新持有
CHH CHOICE HOTELS INTL INC $32.18万0.02%2,918 2,918— $32.18万 新建仓
VFC V F CORP $32.17万0.02%19,285 -2,545-11.7% -$4.25万 减仓
FND FLOOR & DECOR HLDGS INC $32.17万0.02%5,419 5,419— $32.17万 新建仓
SN SHARKNINJA INC $32.10万0.02%2,108 2,108— $32.10万 新建仓
MP MP MATERIALS CORP $31.93万0.02%5,701 5,701— $31.93万 新建仓
AVY AVERY DENNISON CORP $31.86万0.02%1,962 54438.4% $8.83万 加仓
UBS UBS GROUP AG $31.79万0.02%6,415 -1,246-16.3% -$6.18万 减仓
IEFA ISHARES TR $31.70万0.02%3,283 -22,755-87.4% -$219.74万 减仓
VGT VANGUARD WORLD FD $31.64万0.02%2,647 -64,113-96.0% -$766.26万 减仓
CARR CARRIER GLOBAL CORPORATION $31.52万0.02%4,297 -4,506-51.2% -$33.05万 减仓