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 |
|---|---|---|---|---|---|---|---|---|
| OVV | OVINTIV INC | $28.60万 | 0.02% | 4,818 | -2,492 | -34.1% | -$14.79万 | 减仓 |
| TEAM | ATLASSIAN CORPORATION | $28.36万 | 0.02% | 4,156 | -11,085 | -72.7% | -$75.66万 | 减仓 |
| TTE | TOTALENERGIES SE | $28.35万 | 0.02% | 3,116 | -1,665 | -34.8% | -$15.15万 | 减仓 |
| EQT | EQT CORP | $28.31万 | 0.02% | 4,449 | 479 | 12.1% | $3.05万 | 加仓 |
| DRI | DARDEN RESTAURANTS INC | $28.15万 | 0.02% | 1,436 | 1,436 | — | $28.15万 | 新建仓 |
| LNT | ALLIANT ENERGY CORP | $27.94万 | 0.01% | 3,893 | -309 | -7.4% | -$2.22万 | 减仓 |
| D | DOMINION ENERGY INC | $27.91万 | 0.01% | 4,515 | 382 | 9.2% | $2.36万 | 加仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $27.86万 | 0.01% | 12,863 | 1,811 | 16.4% | $3.92万 | 加仓 |
| LFUS | LITTELFUSE INC | $27.86万 | 0.01% | 821 | 821 | — | $27.86万 | 新建仓 |
| STGW | STAGWELL INC | $27.84万 | 0.01% | 44,256 | -21,073 | -32.3% | -$13.25万 | 减仓 |
| BDJ | BLACKROCK ENHANCED EQUITY DI | $27.81万 | 0.01% | 32,257 | -39 | -0.1% | -$336 | 减仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $27.77万 | 0.01% | 1,406 | 511 | 57.1% | $10.09万 | 加仓 |
| — | GLOBAL X FDS | $27.69万 | 0.01% | 10,054 | 10,054 | — | $27.69万 | 新建仓 |
| IBEX | IBEX LTD | $27.57万 | 0.01% | 10,280 | 555 | 5.7% | $1.49万 | 加仓 |
| PENG | PENGUIN SOLUTIONS INC | $27.52万 | 0.01% | 15,637 | 1,425 | 10.0% | $2.51万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $27.46万 | 0.01% | 4,945 | -1,256 | -20.3% | -$6.97万 | 减仓 |
| CHWY | CHEWY INC | $27.45万 | 0.01% | 10,165 | -1,624 | -13.8% | -$4.38万 | 减仓 |
| BFAM | BRIGHT HORIZONS FAM SOL IN D | $27.40万 | 0.01% | 3,336 | -1,741 | -34.3% | -$14.30万 | 减仓 |
| XMLV | INVESCO EXCH TRADED FD TR II | $27.34万 | 0.01% | 4,342 | 0 | 0.0% | — | 不变 |
| FYX | FIRST TR EXCHANGE-TRADED ALP | $27.21万 | 0.01% | 2,280 | 0 | 0.0% | — | 不变 |
| BKH | BLACK HILLS CORP | $27.13万 | 0.01% | 3,909 | -106 | -2.6% | -$7,357 | 减仓 |
| ZTS | ZOETIS INC | $27.06万 | 0.01% | 2,289 | 54 | 2.4% | $6,383 | 加仓 |
| VMI | VALMONT INDS INC | $27.05万 | 0.01% | 677 | 42 | 6.6% | $1.68万 | 加仓 |
| LITE | LUMENTUM HLDGS INC | $26.92万 | 0.01% | 383 | 383 | — | $26.92万 | 新建仓 |
| FEZ | SPDR INDEX SHS FDS | $26.79万 | 0.01% | 4,315 | 4,315 | — | $26.79万 | 新建仓 |
| PWR | QUANTA SVCS INC | $26.52万 | 0.01% | 483 | 483 | — | $26.52万 | 新建仓 |
| — | NEW GERMANY FD INC | $26.50万 | 0.01% | 25,934 | -338 | -1.3% | -$3,454 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $26.49万 | 0.01% | 738 | 738 | — | $26.49万 | 新建仓 |
| IRM | IRON MTN INC DEL | $26.46万 | 0.01% | 2,591 | 2,591 | — | $26.46万 | 新建仓 |
| SNPS | SYNOPSYS INC | $26.41万 | 0.01% | 666 | 666 | — | $26.41万 | 新建仓 |
| UI | UBIQUITI INC | $26.40万 | 0.01% | 334 | 334 | — | $26.40万 | 新建仓 |
| CVLT | COMMVAULT SYS INC | $26.23万 | 0.01% | 3,367 | 3,367 | — | $26.23万 | 新建仓 |
| EXR | EXTRA SPACE STORAGE INC | $26.04万 | 0.01% | 1,986 | 419 | 26.7% | $5.49万 | 加仓 |
| AZO | AUTOZONE INC | $26.01万 | 0.01% | 77 | 16 | 26.2% | $5.40万 | 加仓 |
| CQP | CHENIERE ENERGY PARTNERS L P | $25.85万 | 0.01% | 4,000 | 0 | 0.0% | — | 不变 |
| CRS | CARPENTER TECHNOLOGY CORP | $25.82万 | 0.01% | 655 | 655 | — | $25.82万 | 新建仓 |
| USA | LIBERTY ALL STAR EQUITY FD | $25.79万 | 0.01% | 46,460 | 20,024 | 75.7% | $11.11万 | 加仓 |
| F | FORD MTR CO | $25.70万 | 0.01% | 22,273 | -2,634 | -10.6% | -$3.04万 | 减仓 |
| UNM | UNUM GROUP | $25.68万 | 0.01% | 3,516 | -247 | -6.6% | -$1.80万 | 减仓 |
| HR | HEALTHCARE RLTY TR | $25.61万 | 0.01% | 15,073 | 1,477 | 10.9% | $2.51万 | 加仓 |
| XEXGX | EATON VANCE TAX-MANAGED GLOB | $25.54万 | 0.01% | 29,493 | 0 | 0.0% | — | 不变 |
| CBRE | CBRE GROUP INC | $25.52万 | 0.01% | 1,884 | 1,884 | — | $25.52万 | 新建仓 |
| HUN | HUNTSMAN CORP | $25.51万 | 0.01% | 19,164 | 5,848 | 43.9% | $7.78万 | 加仓 |
| UL | UNILEVER PLC | $25.50万 | 0.01% | 4,476 | 4,476 | — | $25.50万 | 新建仓 |
| CAH | CARDINAL HEALTH INC | $25.48万 | 0.01% | 1,206 | 1,206 | — | $25.48万 | 新建仓 |
| AR | ANTERO RESOURCES CORP | $25.35万 | 0.01% | 5,974 | -2,395 | -28.6% | -$10.16万 | 减仓 |
| MAA | MID-AMER APT CMNTYS INC | $25.35万 | 0.01% | 2,076 | 303 | 17.1% | $3.70万 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP | $25.34万 | 0.01% | 921 | 921 | — | $25.34万 | 新建仓 |
| CHD | CHURCH & DWIGHT CO INC | $25.20万 | 0.01% | 2,700 | 2,700 | — | $25.20万 | 新建仓 |
| OGE | OGE ENERGY CORP | $25.06万 | 0.01% | 5,225 | -247 | -4.5% | -$1.18万 | 减仓 |
| WTRG | ESSENTIAL UTILS INC | $24.94万 | 0.01% | 6,194 | 6,194 | — | $24.94万 | 新建仓 |
| POR | PORTLAND GEN ELEC CO | $24.92万 | 0.01% | 4,723 | 422 | 9.8% | $2.23万 | 加仓 |
| EQNR | EQUINOR ASA | $24.83万 | 0.01% | 5,885 | 5,885 | — | $24.83万 | 新建仓 |
| AIO | VIRTUS ARTIFICIAL INTELLIGEN | $24.67万 | 0.01% | 11,521 | 364 | 3.3% | $7,793 | 加仓 |
| HXL | HEXCEL CORP NEW | $24.62万 | 0.01% | 3,042 | 3,042 | — | $24.62万 | 新建仓 |
| COHR | COHERENT CORP | $24.61万 | 0.01% | 1,033 | 1,033 | — | $24.61万 | 新建仓 |
| NJR | NEW JERSEY RES CORP | $24.60万 | 0.01% | 4,480 | -597 | -11.8% | -$3.28万 | 减仓 |
| ENS | ENERSYS | $24.55万 | 0.01% | 1,413 | 1,413 | — | $24.55万 | 新建仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $24.51万 | 0.01% | 1,476 | 1,476 | — | $24.51万 | 新建仓 |
| AVY | AVERY DENNISON CORP | $24.49万 | 0.01% | 1,418 | -200 | -12.4% | -$3.45万 | 减仓 |
| REYN | REYNOLDS CONSUMER PRODS INC | $24.49万 | 0.01% | 11,562 | -5,643 | -32.8% | -$11.95万 | 减仓 |
| MPLX | MPLX LP | $24.45万 | 0.01% | 4,284 | -945 | -18.1% | -$5.39万 | 减仓 |
| RBC | RBC BEARINGS INC | $24.44万 | 0.01% | 450 | 450 | — | $24.44万 | 新建仓 |
| MANH | MANHATTAN ASSOCIATES INC | $24.39万 | 0.01% | 1,832 | -2,412 | -56.8% | -$32.11万 | 减仓 |
| LSTR | LANDSTAR SYS INC | $24.29万 | 0.01% | 1,515 | 1,515 | — | $24.29万 | 新建仓 |
| LYG | LLOYDS BANKING GROUP PLC | $24.28万 | 0.01% | 48,275 | -134 | -0.3% | -$674 | 减仓 |
| CNP | CENTERPOINT ENERGY INC | $24.28万 | 0.01% | 5,625 | 5,625 | — | $24.28万 | 新建仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $24.23万 | 0.01% | 3,613 | 300 | 9.1% | $2.01万 | 加仓 |
| CSGP | COSTAR GROUP INC | $24.06万 | 0.01% | 5,965 | 5,965 | — | $24.06万 | 新建仓 |
| MAR | MARRIOTT INTL INC NEW | $24.05万 | 0.01% | 735 | 735 | — | $24.05万 | 新建仓 |
| WAT | WATERS CORP | $23.82万 | 0.01% | 800 | 800 | — | $23.82万 | 新建仓 |
| XYZ | BLOCK INC | $23.80万 | 0.01% | 3,954 | 3,954 | — | $23.80万 | 新建仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $23.79万 | 0.01% | 4,881 | 4,881 | — | $23.79万 | 新建仓 |
| — | EATON VANCE CALIF MUN INCOM | $23.78万 | 0.01% | 23,627 | -247 | -1.0% | -$2,486 | 减仓 |
| OEF | ISHARES TR | $23.77万 | 0.01% | 747 | 747 | — | $23.77万 | 新建仓 |
| XLE | SELECT SECTOR SPDR TR | $23.68万 | 0.01% | 3,865 | 3,865 | — | $23.68万 | 新建仓 |
| CFR | CULLEN FROST BANKERS INC | $23.66万 | 0.01% | 1,726 | 98 | 6.0% | $1.34万 | 加仓 |
| — | AVALONBAY CMNTYS INC | $23.66万 | 0.01% | 1,448 | 1,448 | — | $23.66万 | 新建仓 |
| CBSH | COMMERCE BANCSHARES INC | $23.64万 | 0.01% | 4,805 | -697 | -12.7% | -$3.43万 | 减仓 |
| TYL | TYLER TECHNOLOGIES INC | $23.62万 | 0.01% | 690 | 690 | — | $23.62万 | 新建仓 |
| PK | PARK HOTELS & RESORTS INC | $23.54万 | 0.01% | 22,356 | -146 | -0.6% | -$1,537 | 减仓 |
| IPGP | IPG PHOTONICS CORP | $23.53万 | 0.01% | 2,053 | 2,053 | — | $23.53万 | 新建仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $23.46万 | 0.01% | 575 | 575 | — | $23.46万 | 新建仓 |
| KGC | KINROSS GOLD CORP | $23.43万 | 0.01% | 7,676 | 7,676 | — | $23.43万 | 新建仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $23.19万 | 0.01% | 5,291 | -1,203 | -18.5% | -$5.27万 | 减仓 |
| PSA | PUBLIC STORAGE OPER CO | $23.12万 | 0.01% | 854 | 854 | — | $23.12万 | 新建仓 |
| FTV | FORTIVE CORP | $23.12万 | 0.01% | 4,182 | -973 | -18.9% | -$5.38万 | 减仓 |
| DB | DEUTSCHE BK AG | $22.99万 | 0.01% | 7,721 | 1,795 | 30.3% | $5.35万 | 加仓 |
| SPTL | SPDR SERIES TRUST | $22.88万 | 0.01% | 8,701 | 8,701 | — | $22.88万 | 新建仓 |
| LII | LENNOX INTL INC | $22.70万 | 0.01% | 489 | 74 | 17.8% | $3.43万 | 加仓 |
| TXNM | TXNM ENERGY INC | $22.61万 | 0.01% | 3,868 | -61 | -1.6% | -$3,566 | 减仓 |
| CNH | CNH INDL N V | $22.59万 | 0.01% | 20,532 | 1,554 | 8.2% | $1.71万 | 加仓 |
| RY | ROYAL BK CDA | $22.57万 | 0.01% | 1,395 | 193 | 16.1% | $3.12万 | 加仓 |
| LINE | LINEAGE INC | $22.54万 | 0.01% | 6,881 | 6,881 | — | $22.54万 | 新建仓 |
| XPCQX | PIMCO CALIF MUN INCOME FD | $22.51万 | 0.01% | 26,239 | -909 | -3.3% | -$7,799 | 减仓 |
| BP | BP PLC | $22.44万 | 0.01% | 4,775 | 4,775 | — | $22.44万 | 新建仓 |
| IVW | ISHARES TR | $22.36万 | 0.01% | 1,977 | 16 | 0.8% | $1,810 | 加仓 |
| PBF | PBF ENERGY INC | $22.30万 | 0.01% | 4,683 | 4,683 | — | $22.30万 | 新建仓 |
| VLTO | VERALTO CORP | $22.26万 | 0.01% | 2,517 | -3,546 | -58.5% | -$31.35万 | 减仓 |
| KVUE | KENVUE INC | $22.09万 | 0.01% | 12,813 | 12,813 | — | $22.09万 | 新建仓 |