EVOLVE PRIVATE WEALTH, LLC
LOS ANGELES CA · SEC CIK 0002111131
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| HTRB | HARTFORD FDS EXCHANGE TRADED | $5,108.44万 | 3.12% | 1,508,341 | 92,428 | 6.5% | $313.03万 | 加仓 |
| BOND | PIMCO ETF TR | $5,099.73万 | 3.12% | 553,056 | 26,523 | 5.0% | $244.57万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $4,922.59万 | 3.01% | 246,013 | -36,220 | -12.8% | -$724.74万 | 减仓 |
| AAPL | APPLE INC | $4,613.43万 | 2.82% | 159,436 | -140,411 | -46.8% | -$4,062.93万 | 减仓 |
| AGG | ISHARES TR | $4,404.50万 | 2.69% | 444,989 | 11,372 | 2.6% | $112.56万 | 加仓 |
| VCRB | VANGUARD MALVERN FDS | $3,861.51万 | 2.36% | 499,984 | 33,105 | 7.1% | $255.68万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $3,332.10万 | 2.04% | 453,903 | -22,992 | -4.8% | -$168.78万 | 减仓 |
| GOOGL | ALPHABET INC | $2,987.70万 | 1.83% | 83,602 | -10,444 | -11.1% | -$373.24万 | 减仓 |
| ISCF | ISHARES TR | $2,978.58万 | 1.82% | 688,053 | 40,508 | 6.3% | $175.36万 | 加仓 |
| MSFT | MICROSOFT CORP | $2,767.55万 | 1.69% | 74,193 | -23,855 | -24.3% | -$889.84万 | 减仓 |
| EMGF | ISHARES INC | $2,737.93万 | 1.67% | 373,728 | 10,361 | 2.9% | $75.90万 | 加仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $2,149.39万 | 1.31% | 964,284 | 44,664 | 4.9% | $99.56万 | 加仓 |
| IAU | ISHARES GOLD TR | $2,005.99万 | 1.23% | 265,660 | 25,099 | 10.4% | $189.52万 | 加仓 |
| AVGO | BROADCOM INC | $1,820.82万 | 1.11% | 48,201 | -15,083 | -23.8% | -$569.77万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $1,787.34万 | 1.09% | 15,484 | -768 | -4.7% | -$88.65万 | 减仓 |
| AMZN | AMAZON COM INC | $1,725.11万 | 1.05% | 72,380 | -42,110 | -36.8% | -$1,003.65万 | 减仓 |
| MFEM | PIMCO EQUITY SER | $1,651.60万 | 1.01% | 584,957 | 23,265 | 4.1% | $65.69万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $1,594.91万 | 0.97% | 36,784 | -3,216 | -8.0% | -$139.44万 | 减仓 |
| KLAC | KLA CORP | $1,356.16万 | 0.83% | 44,949 | -2,981 | -6.2% | -$89.94万 | 减仓 |
| SMLF | ISHARES TR | $1,322.90万 | 0.81% | 148,407 | 2,155 | 1.5% | $19.21万 | 加仓 |
| IEMG | ISHARES INC | $1,290.38万 | 0.79% | 155,768 | -29,472 | -15.9% | -$244.15万 | 减仓 |
| META | META PLATFORMS INC | $1,289.30万 | 0.79% | 22,889 | -5,638 | -19.8% | -$317.58万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $1,124.38万 | 0.69% | 34,350 | -11,892 | -25.7% | -$389.26万 | 减仓 |
| GM | GENERAL MTRS CO | $1,050.12万 | 0.64% | 136,238 | -7,412 | -5.2% | -$57.13万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $950.56万 | 0.58% | 25,688 | -22,263 | -46.4% | -$823.82万 | 减仓 |
| JBL | JABIL INC | $931.65万 | 0.57% | 24,169 | -703 | -2.8% | -$27.10万 | 减仓 |
| GOOG | ALPHABET INC | $924.41万 | 0.57% | 26,163 | -24,280 | -48.1% | -$857.88万 | 减仓 |
| LRGF | ISHARES TR | $916.22万 | 0.56% | 121,145 | 1,312 | 1.1% | $9.92万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $795.96万 | 0.49% | 31,341 | -11,894 | -27.5% | -$302.07万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $771.85万 | 0.47% | 133,840 | 1,615 | 1.2% | $9.31万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $745.54万 | 0.46% | 157,861 | 3,567 | 2.3% | $16.85万 | 加仓 |
| CAT | CATERPILLAR INC | $737.49万 | 0.45% | 6,925 | -1,277 | -15.6% | -$136.00万 | 减仓 |
| VPLS | VANGUARD MALVERN FDS | $721.85万 | 0.44% | 93,051 | -235 | -0.3% | -$1.82万 | 减仓 |
| SCHP | SCHWAB STRATEGIC TR | $715.38万 | 0.44% | 269,956 | 13,548 | 5.3% | $35.90万 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $694.89万 | 0.42% | 153,551 | -33,083 | -17.7% | -$149.72万 | 减仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $690.02万 | 0.42% | 12,735 | -178 | -1.4% | -$9.64万 | 减仓 |
| LLY | ELI LILLY & CO | $688.81万 | 0.42% | 5,743 | -2,165 | -27.4% | -$259.67万 | 减仓 |
| TSLA | TESLA INC | $679.15万 | 0.42% | 16,147 | -11,779 | -42.2% | -$495.43万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $677.99万 | 0.41% | 33,795 | -3,137 | -8.5% | -$62.93万 | 减仓 |
| CSCO | CISCO SYS INC | $677.83万 | 0.41% | 57,708 | -29,435 | -33.8% | -$345.74万 | 减仓 |
| MRK | MERCK & CO INC | $672.44万 | 0.41% | 51,984 | -12,356 | -19.2% | -$159.83万 | 减仓 |
| DAL | DELTA AIR LINES INC | $666.28万 | 0.41% | 71,138 | -562 | -0.8% | -$5.26万 | 减仓 |
| BINV | 2023 ETF SERIES TRUST | $632.05万 | 0.39% | 150,631 | 4,737 | 3.2% | $19.88万 | 加仓 |
| FLEX | FLEX LTD | $628.86万 | 0.38% | 38,802 | -3,328 | -7.9% | -$53.94万 | 减仓 |
| WMT | WALMART INC | $594.37万 | 0.36% | 52,478 | -25,642 | -32.8% | -$290.42万 | 减仓 |
| SGOV | ISHARES TR | $578.66万 | 0.35% | 57,481 | -774,694 | -93.1% | -$7,798.85万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $575.03万 | 0.35% | 99,797 | -3,837 | -3.7% | -$22.11万 | 减仓 |
| SYF | SYNCHRONY FINANCIAL | $568.32万 | 0.35% | 74,730 | -6,236 | -7.7% | -$47.42万 | 减仓 |
| EXPE | EXPEDIA GROUP INC | $545.19万 | 0.33% | 21,306 | 1,303 | 6.5% | $33.34万 | 加仓 |
| TOL | TOLL BROTHERS INC | $527.26万 | 0.32% | 32,003 | -558 | -1.7% | -$9.19万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $517.24万 | 0.32% | 15,292 | -5,280 | -25.7% | -$178.59万 | 减仓 |
| VST | VISTRA CORP | $510.20万 | 0.31% | 32,163 | -3,042 | -8.6% | -$48.26万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $502.34万 | 0.31% | 10,039 | -11,086 | -52.5% | -$554.73万 | 减仓 |
| UAL | UNITED AIRLS HLDGS INC | $501.56万 | 0.31% | 36,882 | -2,061 | -5.3% | -$28.03万 | 减仓 |
| CVS | CVS HEALTH CORP | $497.55万 | 0.30% | 48,096 | -8,472 | -15.0% | -$87.64万 | 减仓 |
| AXS | AXIS CAP HLDGS LTD | $496.86万 | 0.30% | 46,061 | -993 | -2.1% | -$10.71万 | 减仓 |
| INTC | INTEL CORP | $481.11万 | 0.29% | 34,456 | -29,568 | -46.2% | -$412.86万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $477.77万 | 0.29% | 30,233 | -4,271 | -12.4% | -$67.49万 | 减仓 |
| ALSN | ALLISON TRANSMISSION HLDGS I | $472.13万 | 0.29% | 41,877 | -4,139 | -9.0% | -$46.66万 | 减仓 |
| DHI | D R HORTON INC | $467.00万 | 0.29% | 28,672 | -2,029 | -6.6% | -$33.05万 | 减仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $466.54万 | 0.29% | 133,178 | 2,529 | 1.9% | $8.86万 | 加仓 |
| MO | ALTRIA GROUP INC | $462.98万 | 0.28% | 63,407 | -4,400 | -6.5% | -$32.13万 | 减仓 |
| INTF | ISHARES TR | $458.76万 | 0.28% | 112,003 | 2,171 | 2.0% | $8.89万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $457.15万 | 0.28% | 10,999 | -171 | -1.5% | -$7.11万 | 减仓 |
| USMF | WISDOMTREE TR | $448.31万 | 0.27% | 82,649 | 3,122 | 3.9% | $16.93万 | 加仓 |
| VLO | VALERO ENERGY CORP | $440.12万 | 0.27% | 16,899 | -6,707 | -28.4% | -$174.68万 | 减仓 |
| MFDX | PIMCO EQUITY SER | $434.25万 | 0.27% | 104,286 | 0 | 0.0% | — | 不变 |
| AYI | ACUITY INC | $433.56万 | 0.27% | 11,511 | 620 | 5.7% | $23.35万 | 加仓 |
| SNA | SNAP ON INC | $432.84万 | 0.26% | 10,756 | -570 | -5.0% | -$22.94万 | 减仓 |
| ASML | ASML HLDG NV | $430.98万 | 0.26% | 2,166 | -50 | -2.3% | -$9.95万 | 减仓 |
| SF | STIFEL FINL CORP | $418.92万 | 0.26% | 60,043 | -2,242 | -3.6% | -$15.64万 | 减仓 |
| FIX | COMFORT SYS USA INC | $416.81万 | 0.25% | 2,103 | -75 | -3.4% | -$14.86万 | 减仓 |
| WSM | WILLIAMS SONOMA INC | $412.41万 | 0.25% | 17,692 | -900 | -4.8% | -$20.98万 | 减仓 |
| DG | DOLLAR GEN CORP | $410.48万 | 0.25% | 35,660 | 29,125 | 445.7% | $335.26万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $404.01万 | 0.25% | 15,027 | -1,515 | -9.2% | -$40.73万 | 减仓 |
| BCS | BARCLAYS PLC | $400.62万 | 0.24% | 149,149 | 2,079 | 1.4% | $5.58万 | 加仓 |
| GE | GE AEROSPACE | $395.74万 | 0.24% | 10,589 | -975 | -8.4% | -$36.44万 | 减仓 |
| IVV | ISHARES TR | $393.12万 | 0.24% | 5,249 | -13,592 | -72.1% | -$1,017.96万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $392.81万 | 0.24% | 6,762 | -3,853 | -36.3% | -$223.82万 | 减仓 |
| ORI | OLD REP INTL CORP | $390.25万 | 0.24% | 95,368 | -8,633 | -8.3% | -$35.33万 | 减仓 |
| COKE | COCA COLA CONS INC | $387.40万 | 0.24% | 20,291 | 3,635 | 21.8% | $69.40万 | 加仓 |
| EXPD | EXPEDITORS INTL WASH INC | $385.52万 | 0.24% | 23,654 | -2,042 | -7.9% | -$33.28万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $377.05万 | 0.23% | 7,880 | -1,728 | -18.0% | -$82.68万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $368.32万 | 0.23% | 3,937 | -3,326 | -45.8% | -$311.16万 | 减仓 |
| AN | AUTONATION INC | $360.06万 | 0.22% | 19,380 | 239 | 1.2% | $4.44万 | 加仓 |
| QCOM | QUALCOMM INC | $359.25万 | 0.22% | 19,441 | -6,822 | -26.0% | -$126.06万 | 减仓 |
| NVST | ENVISTA HOLDINGS CORPORATION | $358.40万 | 0.22% | 136,015 | 35,221 | 34.9% | $92.81万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $346.20万 | 0.21% | 35,255 | 1,565 | 4.6% | $15.37万 | 加仓 |
| NVS | NOVARTIS AG | $343.11万 | 0.21% | 21,893 | -681 | -3.0% | -$10.67万 | 减仓 |
| QQQ | INVESCO QQQ TR | $337.69万 | 0.21% | 4,583 | -2,396 | -34.3% | -$176.54万 | 减仓 |
| JBHT | HUNT J B TRANS SVCS INC | $336.59万 | 0.21% | 11,629 | 193 | 1.7% | $5.59万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $335.75万 | 0.21% | 79,297 | -7,751 | -8.9% | -$32.82万 | 减仓 |
| UGI | UGI CORP NEW | $335.33万 | 0.20% | 96,040 | 4,240 | 4.6% | $14.80万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $334.39万 | 0.20% | 5,235 | -1,863 | -26.2% | -$119.00万 | 减仓 |
| ARW | ARROW ELECTRS INC | $331.66万 | 0.20% | 15,541 | 11,830 | 318.8% | $252.46万 | 加仓 |
| MTCH | MATCH GROUP INC NEW | $327.61万 | 0.20% | 86,101 | -10,318 | -10.7% | -$39.26万 | 减仓 |
| LAMR | LAMAR ADVERTISING CO | $326.76万 | 0.20% | 20,947 | 14,488 | 224.3% | $226.00万 | 加仓 |
| BYD | BOYD GAMING CORP | $322.25万 | 0.20% | 36,400 | -1,833 | -4.8% | -$16.23万 | 减仓 |
| — | VANGUARD FIXED INCOME SECS F | $321.29万 | 0.20% | 42,922 | 337 | 0.8% | $2.52万 | 加仓 |
| HCA | HCA HEALTHCARE INC | $320.65万 | 0.20% | 8,224 | 604 | 7.9% | $23.55万 | 加仓 |