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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
$903.3M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 150 项
建仓 24
增持 65
减持 44
清仓 17
方向
标的
Δ市值
现股数(环比)
减持
VB
VANGUARD INDEX FDS
-$7.7M
111,052
-22%
清仓
—
RODGERS SILICON VALLEY AQ CO
-$7.1M
0
-100%
增持
XLY
SELECT SECTOR SPDR TR
+$6.9M
70,426
+118%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
减持
MCHI
ISHARES TR
-$6.6M
107,468
-36%
增持
XLF
SELECT SECTOR SPDR TR
+$6.0M
625,557
+32%
减持
VTV
VANGUARD INDEX FDS
-$6.0M
3,426
-93%
增持
XLV
SELECT SECTOR SPDR TR
+$4.8M
133,039
+38%
增持
SPY
SPDR S&P 500 ETF TR
+$4.0M
110,223
+9%
减持
BP
BP PLC
-$3.7M
790
-99%
减持
FXC
INVESCO CURRENCYSHARES CDN D
-$3.6M
415
-99%
减持
FXA
INVESCO CURRENCYSHARES AUSTR
-$3.4M
415
-99%
增持
XLK
SELECT SECTOR SPDR TR
+$3.2M
301,742
+6%
建仓
ENVX
ENOVIX CORPORATION
+$3.0M
159,000
增持
XLI
SELECT SECTOR SPDR TR
+$2.7M
92,377
+49%
减持
IVE
ISHARES TR
-$2.6M
469
-97%
减持
XLB
SELECT SECTOR SPDR TR
-$2.6M
13,260
-70%
减持
—
ETF MANAGERS TR
-$2.5M
14,083
-71%
清仓
—
ATLAS CREST INVT CORP
-$2.3M
0
-100%
增持
QQQ
INVESCO QQQ TR
+$2.1M
86,217
+6%
建仓
ACHR
ARCHER AVIATION INC
+$2.1M
233,000
减持
ARKF
ARK ETF TR
-$2.0M
211,016
-8%
减持
TSN
TYSON FOODS INC
-$1.9M
35
-100%
减持
T
AT&T INC
-$1.9M
1,294
-98%
建仓
TMC
TMC THE METALS COMPANY INC
+$1.7M
377,000
增持
ARKK
ARK ETF TR
-$1.6M
128,235
+6%
减持
VDE
VANGUARD WORLD FDS
-$1.6M
3,315
-86%
增持
PDBC
INVESCO ACTIVLY MANGD ETC FD
+$1.5M
1,074,335
+2%
减持
XLE
SELECT SECTOR SPDR TR
-$1.4M
60,908
-28%
清仓
BXP
BOSTON PROPERTIES INC
-$1.3M
0
-100%
清仓
—
CM LIFE SCIENCES INC
-$1.2M
0
-100%
建仓
—
ENOVIX CORPORATION
+$1.1M
130,000
减持
—
ROYAL CARIBBEAN GROUP
-$1.1M
151
-99%
增持
PBW
INVESCO EXCHANGE TRADED FD T
-$1.1M
72,812
+1%
减持
DAL
DELTA AIR LINES INC DEL
-$1.1M
200
-99%
减持
BABA
ALIBABA GROUP HLDG LTD
-$1.0M
12,971
-0%
清仓
LVS
LAS VEGAS SANDS CORP
-$938.0K
0
-100%
增持
CRM
SALESFORCE COM INC
+$607.0K
2,335
+2082%
增持
AAXJ
ISHARES TR
-$588.0K
132,369
+6%
建仓
BSEP
INNOVATOR ETFS TR
+$540.0K
17,285
减持
—
BRF SA
-$536.0K
8,108
-92%
增持
GOOGL
ALPHABET INC
+$533.0K
826
+20%
增持
GLD
SPDR GOLD TR
+$480.0K
78,971
+5%
增持
AMZN
AMAZON COM INC
-$469.0K
4,108
+1%
减持
V
VISA INC
-$454.0K
2,556
-42%
增持
SCHD
SCHWAB STRATEGIC TR
+$399.0K
71,687
+10%
增持
PAVE
GLOBAL X FDS
+$385.0K
804,256
+3%
减持
BA
BOEING CO
-$361.0K
60
-96%
增持
META
FACEBOOK INC
+$354.0K
5,479
+27%
增持
—
FLEETCOR TECHNOLOGIES INC
+$309.0K
1,194
+9850%
增持
VRP
INVESCO EXCH TRADED FD TR II
+$263.0K
143,433
+8%
增持
SQ
SQUARE INC
+$258.0K
2,044
+115%
增持
XLC
SELECT SECTOR SPDR TR
+$251.0K
237,788
+2%
增持
XLP
SELECT SECTOR SPDR TR
+$234.0K
127,454
+4%
清仓
IYE
ISHARES TR
-$232.0K
0
-100%
减持
DIS
DISNEY WALT CO
-$218.0K
4,504
-19%
建仓
—
ELASTIC N V
+$210.0K
1,407
减持
HEDJ
WISDOMTREE TR
-$206.0K
825
-77%
减持
GTM
ZOOMINFO TECHNOLOGIES INC
-$192.0K
479
-89%
增持
REZ
ISHARES TR
+$188.0K
35,470
+4%
清仓
AFRM
AFFIRM HLDGS INC
-$183.0K
0
-100%
减持
MU
MICRON TECHNOLOGY INC
-$182.0K
861
-70%
建仓
STNE
STONECO LTD
+$182.0K
5,230
清仓
APH
AMPHENOL CORP NEW
-$181.0K
0
-100%
减持
WFC
WELLS FARGO CO NEW
-$175.0K
1,207
-76%
增持
MSFT
MICROSOFT CORP
+$162.0K
7,772
+4%
清仓
—
CM LIFE SCIENCES II INC
-$148.0K
0
-100%
减持
ARKG
ARK ETF TR
-$146.0K
7,779
-1%
清仓
—
AVALARA INC
-$144.0K
0
-100%
建仓
—
SOMALOGIC INC
+$136.0K
11,000
建仓
ICLN
ISHARES TR
+$123.0K
5,665
增持
AMD
ADVANCED MICRO DEVICES INC
+$120.0K
4,259
+26%
建仓
IWF
ISHARES TR
+$117.0K
427
增持
JD
JD.COM INC
+$114.0K
1,618
+3945%
减持
CMRC
BIGCOMMERCE HLDGS INC
-$112.0K
330
-83%
减持
GOOG
ALPHABET INC
+$112.0K
1,017
-2%
增持
ARKW
ARK ETF TR
-$110.0K
7,341
+0%
增持
FOUR
SHIFT4 PMTS INC
+$109.0K
3,363
+108%
清仓
GDRX
GOODRX HLDGS INC
-$108.0K
0
-100%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$108.0K
15,617
+4%
增持
SAN
BANCO SANTANDER S.A.
+$106.0K
58,348
+116%
减持
ITA
ISHARES TR
-$105.0K
8,100
-6%
增持
NVDA
NVIDIA CORPORATION
-$99.0K
3,780
+243%
增持
IBB
ISHARES TR
+$97.0K
975
+164%
增持
MTCH
MATCH GROUP INC NEW
+$95.0K
1,853
+52%
减持
—
LAM RESEARCH CORP
-$94.0K
507
-14%
减持
ZM
ZOOM VIDEO COMMUNICATIONS IN
-$93.0K
221
-43%
建仓
IWD
ISHARES TR
+$92.0K
591
减持
MDB
MONGODB INC
-$92.0K
356
-50%
减持
ABNB
AIRBNB INC
-$92.0K
734
-48%
清仓
—
SLACK TECHNOLOGIES INC
-$89.0K
0
-100%
建仓
ARCC
ARES CAPITAL CORP
+$89.0K
4,380
建仓
STWD
STARWOOD PPTY TR INC
+$87.0K
3,570
建仓
IVW
ISHARES TR
+$84.0K
1,135
减持
TWLO
TWILIO INC
-$83.0K
828
-6%
清仓
XLU
SELECT SECTOR SPDR TR
-$83.0K
0
-100%
增持
VZ
VERIZON COMMUNICATIONS INC
+$82.0K
2,383
+184%
清仓
RNG
RINGCENTRAL INC
-$81.0K
0
-100%
增持
XBI
SPDR SER TR
-$80.0K
46,334
+6%
增持
GM
GENERAL MTRS CO
+$79.0K
4,542
+68%
增持
LYFT
LYFT INC
+$77.0K
6,960
+42%
增持
GPN
GLOBAL PMTS INC
+$75.0K
2,291
+50%
清仓
HEZU
ISHARES TR
-$74.0K
0
-100%
增持
ILPT
INDUSTRIAL LOGISTICS PPTYS T
+$72.0K
113,448
+6%
减持
NFLX
NETFLIX INC
-$72.0K
528
-29%
减持
PAYC
PAYCOM SOFTWARE INC
-$69.0K
399
-46%
增持
BOND
PIMCO ETF TR
+$69.0K
1,917
+49%
增持
ADI
ANALOG DEVICES INC
+$68.0K
1,402
+45%
建仓
WYNN
WYNN RESORTS LTD
+$68.0K
800
增持
BAC
BK OF AMERICA CORP
+$62.0K
2,459
+144%
减持
—
ASTRAZENECA PLC
-$62.0K
718
-59%
减持
VALE
VALE S A
-$61.0K
3,409
-29%
增持
COST
COSTCO WHSL CORP NEW
+$59.0K
718
+7%
减持
TSLA
TESLA INC
+$57.0K
833
-4%
增持
NKE
NIKE INC
+$56.0K
1,474
+44%
增持
ADSK
AUTODESK INC
+$53.0K
998
+26%
增持
HYG
ISHARES TR
+$52.0K
9,227
+8%
增持
SABR
SABRE CORP
+$51.0K
19,944
+35%
增持
KHC
KRAFT HEINZ CO
+$50.0K
1,463
+1393%
建仓
FDUS
FIDUS INVT CORP
+$50.0K
2,850
建仓
BBJP
J P MORGAN EXCHANGE-TRADED F
+$50.0K
851
建仓
—
UNILEVER PLC
+$50.0K
925
清仓
—
GENERAL ELECTRIC CO
-$50.0K
0
-100%
建仓
VGSH
VANGUARD SCOTTSDALE FDS
+$50.0K
822
增持
—
NXP SEMICONDUCTORS N V
+$50.0K
1,768
+23%
增持
—
KELLOGG CO
+$50.0K
843
+1353%
增持
GIS
GENERAL MLS INC
+$50.0K
926
+1043%
建仓
BBEU
J P MORGAN EXCHANGE-TRADED F
+$49.0K
859
增持
NEE
NEXTERA ENERGY INC
+$48.0K
1,568
+52%
建仓
GE
GENERAL ELECTRIC CO
+$48.0K
463
增持
HON
HONEYWELL INTL INC
+$47.0K
466
+98%
增持
KO
COCA COLA CO
+$47.0K
1,509
+158%
增持
—
ZENDESK INC
+$46.0K
2,142
+53%
增持
UBER
UBER TECHNOLOGIES INC
+$46.0K
4,823
+42%
增持
WDAY
WORKDAY INC
+$45.0K
1,156
+13%
建仓
—
ASML HOLDING N V
+$44.0K
59
增持
SHYG
ISHARES TR
+$44.0K
9,890
+12%
增持
BSV
VANGUARD BD INDEX FDS
+$44.0K
5,474
+11%
增持
—
ACCENTURE PLC IRELAND
+$43.0K
361
+48%
减持
—
ARISTA NETWORKS INC
-$43.0K
526
-15%
减持
PYPL
PAYPAL HLDGS INC
-$41.0K
198
-38%
减持
MCHP
MICROCHIP TECHNOLOGY INC.
-$41.0K
1,235
-20%
增持
SEDG
SOLAREDGE TECHNOLOGIES INC
+$40.0K
719
+31%
增持
TXN
TEXAS INSTRS INC
+$39.0K
579
+54%
建仓
—
FERGUSON PLC NEW
+$38.0K
272
减持
AAPL
APPLE INC
+$38.0K
30,707
-2%
清仓
EWU
ISHARES TR
-$38.0K
0
-100%
增持
EFA
ISHARES TR
+$38.0K
935
+110%
减持
HUM
HUMANA INC
-$37.0K
77
-49%
建仓
RIO
RIO TINTO PLC
+$36.0K
545
增持
—
SMARTSHEET INC
+$36.0K
3,271
+25%
