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Evolution Wealth Advisors, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Evolution Wealth Advisors, LLC

报告期 2026-03-31 · CIK 0001763121

持仓数

176

前50大市值合计

$903.3M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

AAPL APPLE INC

COM

$238.7M

940,410

26.4%

SPY STATE STR SPDR S&P 500 ETF T

TR UNIT

$176.5M

271,320

19.5%

XLK SELECT SECTOR SPDR TR

STATE STREET TEC

$68.2M

513,535

7.6%

XLF SELECT SECTOR SPDR TR

STATE STREET FIN

$32.9M

666,678

3.6%

PAVE GLOBAL X FDS

US INFR DEV ETF

$30.8M

606,022

3.4%

GLD SPDR GOLD TR

GOLD SHS

$30.2M

70,286

3.3%

QQQ INVESCO QQQ TR

UNIT SER 1

$26.1M

45,157

2.9%

XLC SELECT SECTOR SPDR TR

STATE STREET COM

$23.6M

213,226

2.6%

AMZN AMAZON COM INC

COM

$20.7M

99,199

2.3%

EZU ISHARES INC

MSCI EURZONE ETF

$18.7M

298,258

2.1%

VOO VANGUARD INDEX FDS

S&P 500 ETF SHS

$17.6M

29,476

1.9%

XLV SELECT SECTOR SPDR TR

STATE STREET HEA

$16.9M

115,176

1.9%

SHLD GLOBAL X FDS

DEFENSE TECH ETF

$14.8M

208,314

1.6%

JFLX J P MORGAN EXCHANGE TRADED F

FLEXIBLE DEBT ET

$11.3M

228,423

1.3%

VRP INVESCO EXCH TRADED FD TR II

VAR RATE PFD

$11.3M

469,296

1.2%

VB VANGUARD INDEX FDS

SMALL CP ETF

$9.7M

36,847

1.1%

PLTR PALANTIR TECHNOLOGIES INC

CL A

$8.2M

56,016

0.9%

MSFT MICROSOFT CORP

COM

$7.9M

21,392

0.9%

BRK/B BERKSHIRE HATHAWAY INC DEL

CL B NEW

$7.9M

16,392

0.9%

XLY SELECT SECTOR SPDR TR

STATE STREET CON

$7.7M

70,559

0.9%

XLU SELECT SECTOR SPDR TR

STATE STREET UTI

$7.6M

165,653

0.8%

NLR VANECK ETF TRUST

URANIUM AND NUCL

$6.8M

51,073

0.8%

GOOG ALPHABET INC

CAP STK CL C

$6.5M

22,731

0.7%

IBIT ISHARES BITCOIN TRUST ETF

SHS BEN INT

$6.4M

165,570

0.7%

IEMG ISHARES INC

CORE MSCI EMKT

$6.1M

87,873

0.7%

XLE SELECT SECTOR SPDR TR

STATE STREET ENE

$6.0M

98,116

0.7%

IWM ISHARES TR

RUSSELL 2000 ETF

$6.0M

24,045

0.7%

INDA ISHARES TR

MSCI INDIA ETF

$5.9M

126,670

0.7%

JPIE J P MORGAN EXCHANGE TRADED F

INCOME ETF

$4.6M

100,391

0.5%

VGT VANGUARD WORLD FD

INF TECH ETF

$4.5M

6,408

0.5%

GOOGL ALPHABET INC

CAP STK CL A

$4.5M

15,505

0.5%

TSLA TESLA INC

COM

$4.4M

11,869

0.5%

RSP INVESCO EXCHANGE TRADED FD T

S&P500 EQL WGT

$4.2M

22,106

0.5%

NVDA NVIDIA CORPORATION

COM

$4.2M

24,286

0.5%

META META PLATFORMS INC

CL A

$4.1M

7,167

0.5%

ITA ISHARES TR

US AER DEF ETF

$4.1M

18,738

0.5%

XLP SELECT SECTOR SPDR TR

STATE STREET CON

$3.9M

46,980

0.4%

SOXX ISHARES TR

ISHARES SEMICDTR

$3.7M

11,309

0.4%

PBDC PUTNAM ETF TRUST

BDC INCOME ETF

$3.4M

125,070

0.4%

KBE SPDR SERIES TRUST

STATE STREET SPD

$3.2M

53,022

0.3%

MSTR STRATEGY INC

CL A NEW

$3.1M

25,127

0.3%

COMT ISHARES U S ETF TR

GSCI CMDTY STGY

$3.1M

91,466

0.3%

— IREN LIMITED

ORDINARY SHARES

$2.5M

72,845

0.3%

PDBC INVESCO ACTVELY MNGD ETC FD

OPTIMUM YIELD

$2.3M

134,918

0.3%

LQD ISHARES TR

IBOXX INV CP ETF

$2.3M

21,128

0.3%

PPA INVESCO EXCHANGE TRADED FD T

AEROSPACE DEFN

$2.2M

13,545

0.2%

VDE VANGUARD WORLD FD

ENERGY ETF

$2.2M

12,485

0.2%

COWZ PACER FDS TR

US CASH COWS 100

$2.1M

33,978

0.2%

JPM JPMORGAN CHASE & CO

COM

$1.9M

6,365

0.2%

SMH VANECK ETF TRUST

SEMICONDUCTR ETF

$1.8M

4,744

0.2%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

64%前 6 大占比

AAPL26.4%SPY19.5%XLK7.6%XLF3.6%PAVE3.4%GLD3.3%