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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
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 150 项
建仓 17
增持 38
减持 24
清仓 71
方向
标的
Δ市值
现股数(环比)
增持
BLNK
BLINK CHARGING CO
+$94.2M
198,300
+52780%
建仓
HOOD
ROBINHOOD MKTS INC
+$67.5M
3,802,064
清仓
PDBC
INVESCO ACTIVLY MANGD ETC FD
-$22.6M
0
-100%
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。
建仓
COMT
ISHARES U S ETF TR
+$17.2M
556,808
建仓
CNYA
ISHARES TR
+$15.3M
350,559
增持
SPY
SPDR S&P 500 ETF TR
+$9.3M
119,235
+8%
减持
ARKK
ARK ETF TR
-$9.0M
54,824
-57%
增持
XLK
SELECT SECTOR SPDR TR
+$8.2M
306,074
+1%
建仓
—
DIREXION SHS ETF TR
+$6.9M
257,325
增持
VB
VANGUARD INDEX FDS
+$3.9M
124,686
+12%
减持
ARKF
ARK ETF TR
-$3.9M
160,374
-24%
减持
MCHI
ISHARES TR
-$3.5M
59,740
-44%
增持
XLY
SELECT SECTOR SPDR TR
+$3.4M
78,690
+12%
清仓
ENVX
ENOVIX CORPORATION
-$3.0M
0
-100%
增持
PAVE
GLOBAL X FDS
+$2.9M
809,709
+1%
减持
AAXJ
ISHARES TR
-$2.9M
101,336
-23%
增持
XLF
SELECT SECTOR SPDR TR
+$2.6M
668,358
+7%
减持
QQQ
INVESCO QQQ TR
+$2.4M
83,728
-3%
增持
XLV
SELECT SECTOR SPDR TR
+$2.3M
136,235
+2%
增持
AMZN
AMAZON COM INC
+$2.1M
4,674
+14%
增持
AIA
ISHARES TR
+$2.1M
27,700
+6342%
建仓
FINX
GLOBAL X FDS
+$1.7M
41,730
增持
AAPL
APPLE INC
+$1.3M
31,845
+4%
增持
XLP
SELECT SECTOR SPDR TR
+$1.2M
129,602
+2%
增持
XLI
SELECT SECTOR SPDR TR
+$982.0K
94,697
+3%
增持
IJR
ISHARES TR
+$979.0K
11,400
+281%
减持
XBI
SPDR SER TR
-$836.0K
44,563
-4%
减持
XLC
SELECT SECTOR SPDR TR
-$821.0K
234,656
-1%
建仓
PWB
INVESCO EXCHANGE TRADED FD T
+$808.0K
10,000
增持
VDE
VANGUARD WORLD FDS
+$805.0K
13,530
+308%
建仓
VPC
ETFIS SER TR I
+$776.0K
30,535
减持
BABA
ALIBABA GROUP HLDG LTD
-$743.0K
9,911
-24%
建仓
—
TWO RDS SHARED TR
+$740.0K
21,070
建仓
EEM
ISHARES TR
+$736.0K
15,060
建仓
—
TWO RDS SHARED TR
+$735.0K
20,175
减持
ARKW
ARK ETF TR
-$724.0K
2,486
-66%
增持
REZ
ISHARES TR
+$710.0K
38,128
+7%
增持
VTI
VANGUARD INDEX FDS
+$663.0K
5,080
+100%
减持
ITA
ISHARES TR
-$638.0K
2,000
-75%
建仓
XAR
SPDR SER TR
+$620.0K
5,325
增持
VOX
VANGUARD WORLD FDS
+$612.0K
7,185
+180%
增持
SCHD
SCHWAB STRATEGIC TR
+$580.0K
73,023
+2%
减持
XLE
SELECT SECTOR SPDR TR
-$579.0K
46,733
-23%
建仓
—
ETF MANAGERS TR
+$571.0K
9,285
建仓
IMCB
ISHARES TR
+$569.0K
8,000
减持
PBW
INVESCO EXCHANGE TRADED FD T
-$543.0K
71,149
-2%
增持
IEMG
ISHARES INC
+$537.0K
83,466
+16%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$510.0K
11,897
+659%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$508.0K
15,957
+2%
增持
EMB
ISHARES TR
+$487.0K
24,764
+23%
减持
GLD
SPDR GOLD TR
+$456.0K
78,530
-1%
增持
MSFT
MICROSOFT CORP
+$437.0K
7,814
+1%
增持
IBB
ISHARES TR
+$425.0K
3,820
+292%
建仓
SLYG
SPDR SER TR
+$371.0K
4,000
减持
—
ETF MANAGERS TR
-$364.0K
8,943
-36%
增持
V
VISA INC
+$360.0K
4,286
+68%
增持
NVDA
NVIDIA CORPORATION
+$343.0K
3,830
+1%
建仓
IAU
ISHARES GOLD TR
+$329.0K
9,450
建仓
XSD
SPDR SER TR
+$295.0K
1,215
清仓
—
ZENDESK INC
-$249.0K
0
-100%
清仓
—
COUPA SOFTWARE INC
-$242.0K
0
-100%
清仓
—
ANAPLAN INC
-$227.0K
0
-100%
建仓
IWB
ISHARES TR
+$219.0K
829
增持
ILPT
INDUSTRIAL LOGISTICS PPTYS T
+$217.0K
123,771
+9%
清仓
BOND
PIMCO ETF TR
-$212.0K
0
-100%
减持
SQ
BLOCK INC
-$211.0K
1,727
-16%
清仓
—
ELASTIC N V
-$210.0K
0
-100%
清仓
PAYC
PAYCOM SOFTWARE INC
-$198.0K
0
-100%
清仓
SEDG
SOLAREDGE TECHNOLOGIES INC
-$191.0K
0
-100%
减持
ARKG
ARK ETF TR
-$187.0K
6,429
-17%
增持
PG
PROCTER AND GAMBLE CO
+$187.0K
1,545
+227%
清仓
C
CITIGROUP INC
-$184.0K
0
-100%
清仓
STNE
STONECO LTD
-$182.0K
0
-100%
清仓
TTD
THE TRADE DESK INC
-$180.0K
0
-100%
清仓
EWZ
ISHARES INC
-$177.0K
0
-100%
清仓
SWAN
AMPLIFY ETF TR
-$176.0K
0
-100%
清仓
MA
MASTERCARD INCORPORATED
-$169.0K
0
-100%
清仓
MDB
MONGODB INC
-$168.0K
0
-100%
增持
VRP
INVESCO EXCH TRADED FD TR II
+$161.0K
151,316
+5%
清仓
DIA
SPDR DOW JONES INDL AVERAGE
-$156.0K
0
-100%
清仓
UNH
UNITEDHEALTH GROUP INC
-$151.0K
0
-100%
减持
TSLA
TESLA INC
+$151.0K
754
-9%
增持
META
META PLATFORMS INC
+$149.0K
5,974
+9%
清仓
—
CARNIVAL CORP
-$144.0K
0
-100%
减持
AMD
ADVANCED MICRO DEVICES INC
+$136.0K
3,989
-6%
清仓
LLY
LILLY ELI & CO
-$136.0K
0
-100%
清仓
BMY
BRISTOL-MYERS SQUIBB CO
-$135.0K
0
-100%
减持
SAN
BANCO SANTANDER S.A.
-$134.0K
23,272
-60%
增持
JPM
JPMORGAN CHASE & CO
+$130.0K
3,891
+31%
清仓
VZ
VERIZON COMMUNICATIONS INC
-$129.0K
0
-100%
减持
HYG
ISHARES TR
-$126.0K
7,827
-15%
清仓
JNJ
JOHNSON & JOHNSON
-$126.0K
0
-100%
清仓
NEE
NEXTERA ENERGY INC
-$123.0K
0
-100%
清仓
CMG
CHIPOTLE MEXICAN GRILL INC
-$118.0K
0
-100%
清仓
MS
MORGAN STANLEY
-$118.0K
0
-100%
清仓
JD
JD.COM INC
-$117.0K
0
-100%
清仓
IWF
ISHARES TR
-$117.0K
0
-100%
清仓
EWJ
ISHARES INC
-$117.0K
0
-100%
清仓
—
ACCENTURE PLC IRELAND
-$115.0K
0
-100%
清仓
VGK
VANGUARD INTL EQUITY INDEX F
-$112.0K
0
-100%
清仓
TXN
TEXAS INSTRS INC
-$111.0K
0
-100%
清仓
NIO
NIO INC
-$107.0K
0
-100%
清仓
BAC
BK OF AMERICA CORP
-$104.0K
0
-100%
减持
GPN
GLOBAL PMTS INC
-$102.0K
1,917
-16%
清仓
TNA
DIREXION SHS ETF TR
-$100.0K
0
-100%
清仓
HON
HONEYWELL INTL INC
-$99.0K
0
-100%
增持
TER
TERADYNE INC
+$98.0K
1,717
+3%
增持
ABNB
AIRBNB INC
+$96.0K
1,315
+79%
减持
SABR
SABRE CORP
-$95.0K
16,436
-18%
清仓
AVGO
BROADCOM INC
-$93.0K
0
-100%
清仓
IWD
ISHARES TR
-$92.0K
0
-100%
增持
ICLN
ISHARES TR
+$91.0K
10,105
+78%
清仓
CMCSA
COMCAST CORP NEW
-$89.0K
0
-100%
清仓
PEP
PEPSICO INC
-$89.0K
0
-100%
清仓
ARCC
ARES CAPITAL CORP
-$89.0K
0
-100%
增持
—
NXP SEMICONDUCTORS N V
+$89.0K
1,911
+8%
清仓
MMM
3M CO
-$88.0K
0
-100%
清仓
STWD
STARWOOD PPTY TR INC
-$87.0K
0
-100%
清仓
PTON
PELOTON INTERACTIVE INC
-$87.0K
0
-100%
清仓
VHT
VANGUARD WORLD FDS
-$85.0K
0
-100%
清仓
—
DRAFTKINGS INC
-$84.0K
0
-100%
清仓
IVW
ISHARES TR
-$84.0K
0
-100%
清仓
KO
COCA COLA CO
-$79.0K
0
-100%
增持
—
ARISTA NETWORKS INC
+$78.0K
814
+55%
清仓
—
MEDTRONIC PLC
-$78.0K
0
-100%
清仓
—
SPIRIT AIRLS INC
-$78.0K
0
-100%
清仓
CCI
CROWN CASTLE INTL CORP NEW
-$74.0K
0
-100%
清仓
LULU
LULULEMON ATHLETICA INC
-$73.0K
0
-100%
清仓
EFA
ISHARES TR
-$73.0K
0
-100%
清仓
—
RIBBIT LEAP LTD
-$72.0K
0
-100%
减持
COST
COSTCO WHSL CORP NEW
+$70.0K
693
-3%
清仓
GTO
INVESCO ACTIVELY MANAGED ETF
-$69.0K
0
-100%
清仓
IVE
ISHARES TR
-$68.0K
0
-100%
清仓
WYNN
WYNN RESORTS LTD
-$68.0K
0
-100%
清仓
CHGG
CHEGG INC
-$68.0K
0
-100%
减持
GOOGL
ALPHABET INC
-$67.0K
739
-11%
清仓
VOD
VODAFONE GROUP PLC NEW
-$66.0K
0
-100%
增持
ABBV
ABBVIE INC
+$66.0K
1,508
+18%
清仓
IEO
ISHARES TR
-$65.0K
0
-100%
清仓
MRSH
MARSH & MCLENNAN COS INC
-$65.0K
0
-100%
清仓
TMO
THERMO FISHER SCIENTIFIC INC
-$63.0K
0
-100%
清仓
ALGN
ALIGN TECHNOLOGY INC
-$63.0K
0
-100%
清仓
HEDJ
WISDOMTREE TR
-$63.0K
0
-100%
清仓
UNP
UNION PAC CORP
-$62.0K
0
-100%
清仓
ITW
ILLINOIS TOOL WKS INC
-$62.0K
0
-100%
清仓
PHO
INVESCO EXCHANGE TRADED FD T
-$62.0K
0
-100%
清仓
MU
MICRON TECHNOLOGY INC
-$61.0K
0
-100%
清仓
SHW
SHERWIN WILLIAMS CO
-$60.0K
0
-100%
清仓
PNC
PNC FINL SVCS GROUP INC
-$60.0K
0
-100%
清仓
AMAT
APPLIED MATLS INC
-$59.0K
0
-100%