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
AIO VIRTUS ARTIFICIAL INTELLIGEN $31.46万0.02%11,209 -312-2.7% -$8,758 减仓
HL HECLA MINING COMPANY $31.30万0.02%20,287 20,287— $31.30万 新建仓
ZBH ZIMMER BIOMET HOLDINGS INC $31.26万0.02%3,622 3,622— $31.26万 新建仓
MANH MANHATTAN ASSOCIATES INC $31.18万0.02%2,239 40722.2% $5.67万 加仓
— GATES INDL CORP PLC $31.14万0.02%11,133 11,133— $31.14万 新建仓
NSC NORFOLK SOUTHN CORP $31.06万0.02%987 -693-41.2% -$21.81万 减仓
MELI MERCADOLIBRE INC $31.06万0.02%183 183— $31.06万 新建仓
CRBG COREBRIDGE FINL INC $31.00万0.02%10,829 -13,224-55.0% -$37.86万 减仓
GGG GRACO INC $30.84万0.02%4,079 4,079— $30.84万 新建仓
PVH PVH CORPORATION $30.80万0.02%4,148 4,148— $30.80万 新建仓
PNFP PINNACLE FINL PARTNERS INC $30.77万0.02%3,050 -3,780-55.3% -$38.14万 减仓
PEG PUBLIC SVC ENTERPRISE GROUP $30.65万0.02%3,776 -471-11.1% -$3.82万 减仓
BFAM BRIGHT HORIZONS FAM SOL IN D $30.57万0.02%4,313 97729.3% $6.92万 加仓
PH PARKER-HANNIFIN CORP $30.57万0.02%313 -611-66.1% -$59.67万 减仓
BBY BEST BUY INC $30.53万0.02%3,973 -604-13.2% -$4.64万 减仓
TWLO TWILIO INC $30.52万0.02%1,479 -3,242-68.7% -$66.89万 减仓
BTGO BITGO HOLDINGS INC $30.49万0.02%58,852 58,852— $30.49万 新建仓
MAA MID-AMER APT CMNTYS INC $30.40万0.02%2,188 1125.4% $1.56万 加仓
STWD STARWOOD PPTY TR INC $30.34万0.02%17,994 17,994— $30.34万 新建仓
FTAI FTAI AVIATION LTD $30.33万0.02%1,121 1,121— $30.33万 新建仓
— JANUS HENDERSON GROUP PLC $30.26万0.02%5,832 -3,672-38.6% -$19.05万 减仓
LW LAMB WESTON HLDGS INC $30.10万0.02%6,971 6,971— $30.10万 新建仓
SGI SOMNIGROUP INTERNATIONAL INC $30.09万0.02%3,838 3,838— $30.09万 新建仓
SNDR SCHNEIDER NATIONAL INC $30.04万0.02%8,195 8,195— $30.04万 新建仓
BBWI BATH & BODY WORKS INC $29.96万0.02%12,952 -10,270-44.2% -$23.76万 减仓
TNL TRAVEL PLUS LEISURE CO $29.90万0.02%3,912 -5,358-57.8% -$40.95万 减仓
OGE OGE ENERGY CORP $29.82万0.02%6,129 90417.3% $4.40万 加仓
AGNC AGNC INVT CORP $29.74万0.02%27,022 27,022— $29.74万 新建仓
DASH DOORDASH INC $29.69万0.02%1,609 14710.1% $2.71万 加仓
ALK ALASKA AIR GROUP INC $29.69万0.02%5,687 5,687— $29.69万 新建仓
AFB ALLIANCEBERNSTEIN NATL MUN I $29.66万0.02%25,992 -1,312-4.8% -$1.50万 减仓
BIL SPDR SERIES TRUST $29.53万0.02%3,223 -37,172-92.0% -$340.63万 减仓
D DOMINION ENERGY INC $29.33万0.02%4,295 -220-4.9% -$1.50万 减仓
UMBF UMB FINL CORP $29.32万0.02%2,049 2,049— $29.32万 新建仓
SUI SUN CMNTYS INC $29.28万0.02%2,419 2,419— $29.28万 新建仓
UTF COHEN & STEERS INFRASTRUCTUR $29.27万0.02%10,609 10,609— $29.27万 新建仓
RY ROYAL BK CDA $29.19万0.02%1,410 151.1% $3,106 加仓
TM TOYOTA MOTOR CORP $29.17万0.02%1,732 -116-6.3% -$1.95万 减仓
FNF FIDELITY NATL FINL INC $29.17万0.02%6,179 -1,359-18.0% -$6.42万 减仓
— WARNER BROS DISCOVERY INC $29.14万0.02%10,930 10,930— $29.14万 新建仓
GDDY GODADDY INC $29.13万0.02%3,432 -201-5.5% -$1.71万 重新持有
W WAYFAIR INC $29.09万0.02%3,148 46717.4% $4.32万 加仓
MTN VAIL RESORTS INC $29.06万0.02%2,104 2,104— $29.06万 新建仓
CLF CLEVELAND-CLIFFS INC NEW $29.06万0.02%30,952 30,952— $29.06万 新建仓
QS QUANTUMSCAPE CORP $29.06万0.02%38,437 38,437— $29.06万 新建仓
WAB WABTEC $29.04万0.02%1,077 -2,174-66.9% -$58.62万 减仓
GBCI GLACIER BANCORP INC NEW $29.03万0.02%5,629 5,629— $29.03万 新建仓
RPRX ROYALTY PHARMA PLC $28.94万0.02%5,164 -3,989-43.6% -$22.36万 减仓
SLM SLM CORP $28.91万0.02%11,146 -9,400-45.8% -$24.38万 重新持有
HR HEALTHCARE RLTY TR $28.85万0.02%14,302 -771-5.1% -$1.56万 减仓
SOLV SOLVENTUM CORP $28.82万0.02%3,735 3,735— $28.82万 新建仓
LEN LENNAR CORP $28.79万0.02%3,181 -477-13.0% -$4.32万 减仓
BALL BALL CORP $28.60万0.02%4,584 -1,229-21.1% -$7.67万 减仓
O REALTY INCOME CORP $28.50万0.02%4,583 -2,935-39.0% -$18.25万 减仓
BPOP POPULAR INC $28.34万0.02%1,712 -2,678-61.0% -$44.33万 减仓
TDC TERADATA CORP DEL $28.32万0.02%8,174 5847.7% $2.02万 重新持有
APPF APPFOLIO INC $28.24万0.02%1,761 1,761— $28.24万 新建仓
ADI ANALOG DEVICES INC $28.21万0.02%710 -3,383-82.7% -$134.41万 减仓
ALB ALBEMARLE CORP $28.13万0.02%2,078 -279-11.8% -$3.78万 减仓
HGV HILTON GRAND VACATIONS INC $28.12万0.02%5,369 5,369— $28.12万 新建仓
BBVA BANCO BILBAO VIZCAYA ARGENTA $28.04万0.02%11,191 -1,672-13.0% -$4.19万 减仓
SFM SPROUTS FMRS MKT INC $28.04万0.02%3,315 -4,794-59.1% -$40.55万 减仓
CUZ COUSINS PPTYS INC $28.01万0.02%9,343 9,343— $28.01万 新建仓
WAL WESTERN ALLIANCE BANCORP $28.00万0.02%3,406 3,406— $28.00万 新建仓
CR CRANE COMPANY $27.91万0.02%1,251 857.3% $1.90万 重新持有
TXG 10X GENOMICS INC $27.90万0.02%7,277 -8,151-52.8% -$31.25万 减仓
ENFR ALPS ETF TR $27.87万0.02%7,316 7,316— $27.87万 新建仓
SPMO INVESCO EXCH TRADED FD TR II $27.87万0.02%1,725 00.0% — 重新持有
SR SPIRE INC $27.85万0.02%3,519 -2,133-37.7% -$16.88万 减仓
HUM HUMANA INC $27.84万0.02%699 699— $27.84万 新建仓
MXF MEXICO FD INC $27.83万0.02%12,724 12,724— $27.83万 新建仓
BWA BORGWARNER INC $27.78万0.02%4,184 -10,732-71.9% -$71.25万 减仓
— NEW GERMANY FD INC $27.69万0.02%24,161 -1,773-6.8% -$2.03万 减仓
DDS DILLARDS INC $27.60万0.02%522 522— $27.60万 新建仓
AMKR AMKOR TECHNOLOGY INC $27.53万0.02%3,193 -4,422-58.1% -$38.13万 减仓
LPX LOUISIANA PAC CORP $27.44万0.02%3,489 3,489— $27.44万 新建仓
MYN BLACKROCK MUNIYIELD N Y QUAL $27.43万0.02%26,892 -4,671-14.8% -$4.76万 减仓
OMF ONEMAIN HLDGS INC $27.33万0.02%4,482 1,30841.2% $7.98万 重新持有
STAG STAG INDUSTRIAL INC $27.32万0.02%7,105 7,105— $27.32万 新建仓
WEX WEX INC $26.89万0.02%1,906 -207-9.8% -$2.92万 减仓
DSM BNY MELLON STRATEGIC MUN BD $26.87万0.02%43,690 15,27953.8% $9.40万 加仓
GEHC GE HEALTHCARE TECHNOLOGIES I $26.85万0.02%4,194 1,06233.9% $6.80万 重新持有
PSA PUBLIC STORAGE $26.84万0.02%843 -11-1.3% -$3,502 减仓
MTSI MACOM TECH SOLUTIONS HLDGS I $26.66万0.02%701 701— $26.66万 新建仓
ALNY ALNYLAM PHARMACEUTICALS INC $26.55万0.02%882 -218-19.8% -$6.56万 减仓
SITE SITEONE LANDSCAPE SUPPLY INC $26.54万0.02%2,320 -2,269-49.4% -$25.96万 减仓
BTX BLACKROCK TECH AND PRIVATE E $26.48万0.02%29,321 2,1267.8% $1.92万 加仓
OKLO OKLO INC $26.47万0.02%5,059 5,059— $26.47万 新建仓
CBT CABOT CORP $26.41万0.02%2,908 2,908— $26.41万 新建仓
CSL CARLISLE COS INC $26.41万0.02%728 728— $26.41万 新建仓
SCCO SOUTHERN COPPER CORP $26.39万0.02%1,514 1,514— $26.39万 新建仓
DBX DROPBOX INC $26.34万0.02%9,590 9,590— $26.34万 新建仓
SHOP SHOPIFY INC $26.28万0.02%2,302 -1,989-46.4% -$22.71万 减仓
MRNA MODERNA INC $26.28万0.02%3,753 3,753— $26.28万 新建仓
ACHC ACADIA HEALTHCARE COMPANY IN $26.27万0.02%8,897 8,897— $26.27万 新建仓
GHC GRAHAM HLDGS CO $26.25万0.02%230 230— $26.25万 新建仓
PK PARK HOTELS & RESORTS INC $26.25万0.02%18,100 -4,256-19.0% -$6.17万 减仓
BIO BIO RAD LABS INC $26.13万0.02%890 890— $26.13万 新建仓
SYK STRYKER CORPORATION $26.10万0.02%827 -1,693-67.2% -$53.43万 减仓
BSY BENTLEY SYS INC $26.09万0.02%8,730 8,730— $26.09万 新建仓