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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 109 项
建仓 20
增持 29
减持 42
清仓 18
方向
标的
Δ市值
现股数(环比)
增持
SPY
SPDR S&P 500 ETF TR
+$10.1M
126,418
+16%
建仓
KBE
SPDR SER TR
+$7.0M
188,913
减持
HOOD
ROBINHOOD MKTS INC
+$4.4M
3,647,274
-4%
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
ARKK
ARK ETF TR
-$4.4M
20,731
-88%
建仓
COWZ
PACER FDS TR
+$3.6M
76,452
清仓
SQM
SOCIEDAD QUIMICA Y MINERA DE
-$2.6M
0
-100%
减持
XLK
SELECT SECTOR SPDR TR
+$2.3M
163,272
-9%
增持
AMZN
AMAZON COM INC
+$1.8M
88,222
+2%
清仓
—
VOLTA INC
-$1.8M
0
-100%
减持
XLY
SELECT SECTOR SPDR TR
-$1.5M
14,462
-49%
减持
XLV
SELECT SECTOR SPDR TR
-$1.4M
185,968
-1%
增持
AAPL
APPLE INC
+$1.4M
32,406
+6%
增持
GLD
SPDR GOLD TR
+$1.3M
84,944
+1%
减持
QQQ
INVESCO QQQ TR
+$1.2M
23,543
-2%
减持
XLF
SELECT SECTOR SPDR TR
-$1.1M
493,244
-0%
减持
PAVE
GLOBAL X FDS
+$1.1M
789,076
-2%
减持
BABA
ALIBABA GROUP HLDG LTD
-$1.0M
3,214
-79%
增持
GOOG
ALPHABET INC
+$1.0M
59,293
+2%
清仓
ARKF
ARK ETF TR
-$909.1K
0
-100%
建仓
MMIT
INDEXIQ ACTIVE ETF TR
+$794.6K
32,313
清仓
SHOP
SHOPIFY INC
-$735.2K
0
-100%
增持
VOO
VANGUARD INDEX FDS
+$715.1K
26,175
+1%
清仓
FINX
GLOBAL X FDS
-$701.9K
0
-100%
增持
MSFT
MICROSOFT CORP
+$664.4K
6,865
+25%
清仓
RBLX
ROBLOX CORP
-$642.5K
0
-100%
增持
META
META PLATFORMS INC
+$634.2K
5,243
+32%
清仓
SNOW
SNOWFLAKE INC
-$632.0K
0
-100%
清仓
AMD
ADVANCED MICRO DEVICES INC
-$626.6K
0
-100%
清仓
VPC
ETFIS SER TR I
-$619.6K
0
-100%
清仓
—
TWO RDS SHARED TR
-$591.5K
0
-100%
增持
TSLA
TESLA INC
+$573.8K
4,727
+43%
建仓
BFEB
INNOVATOR ETFS TR
+$557.5K
17,430
减持
PYPL
PAYPAL HLDGS INC
-$549.4K
2,767
-74%
建仓
MUB
ISHARES TR
+$533.0K
4,947
建仓
HYD
VANECK ETF TRUST
+$531.6K
10,274
清仓
BSEP
INNOVATOR ETFS TR
-$524.3K
0
-100%
减持
BRK/A
BERKSHIRE HATHAWAY INC DEL
-$471.8K
1
-50%
减持
PDBC
INVESCO ACTVELY MNGD ETC FD
-$467.3K
720,531
-1%
清仓
SE
SEA LTD
-$440.2K
0
-100%
清仓
ACHR
ARCHER AVIATION INC
-$435.7K
0
-100%
减持
SCHD
SCHWAB STRATEGIC TR
-$431.0K
58,411
-6%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$416.0K
43,625
-64%
增持
IOO
ISHARES TR
+$415.6K
8,999
+168%
清仓
FLRN
SPDR SER TR
-$389.6K
0
-100%
清仓
FLOT
ISHARES TR
-$389.1K
0
-100%
减持
XLC
SELECT SECTOR SPDR TR
-$388.2K
55,478
-26%
增持
XLE
SELECT SECTOR SPDR TR
-$359.7K
96,966
+1%
增持
NVDA
NVIDIA CORPORATION
+$359.2K
2,260
+23%
建仓
BA
BOEING CO
+$342.0K
1,610
建仓
OEF
ISHARES TR
+$341.2K
1,824
增持
COMT
ISHARES U S ETF TR
+$333.7K
262,851
+9%
清仓
—
TWO RDS SHARED TR
-$306.8K
0
-100%
减持
CNYA
ISHARES TR
+$303.5K
325,159
-2%
清仓
TMC
TMC THE METALS COMPANY INC
-$290.3K
0
-100%
减持
XBI
SPDR SER TR
-$251.5K
25,194
-4%
减持
VRP
INVESCO EXCH TRADED FD TR II
-$247.0K
417,597
-2%
建仓
SBUX
STARBUCKS CORP
+$245.3K
2,356
减持
VB
VANGUARD INDEX FDS
+$239.0K
42,564
-0%
清仓
TIP
ISHARES TR
-$236.3K
0
-100%
增持
ACWI
ISHARES TR
+$226.1K
5,423
+72%
建仓
IVE
ISHARES TR
+$224.5K
1,479
减持
EWZ
ISHARES INC
-$222.1K
11,425
-40%
增持
GOOGL
ALPHABET INC
+$219.6K
11,547
+4%
增持
LQD
ISHARES TR
+$216.0K
43,977
+1%
建仓
BMEZ
BLACKROCK HEALTH SCIENCS TR
+$208.9K
12,500
减持
AAXJ
ISHARES TR
+$160.0K
67,825
-1%
建仓
—
DANIMER SCIENTIFIC INC
+$138.0K
40,000
建仓
LOMA
LOMA NEGRA C I A S A MTN 14
+$109.5K
15,759
减持
IEMG
ISHARES INC
+$109.2K
91,348
-2%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$103.1K
67,790
+3%
建仓
TEVA
TEVA PHARMACEUTICAL INDS LTD
+$88.5K
10,000
增持
V
VISA INC
+$86.9K
1,789
+17%
减持
VNQ
VANGUARD INDEX FDS
-$86.1K
62,494
-2%
建仓
SAN
BANCO SANTANDER S.A.
+$85.9K
23,272
减持
VGT
VANGUARD WORLD FDS
-$82.1K
6,760
-20%
减持
IMVP
INVESCO INDIA EXCHANGE-TRADE
-$78.5K
16,433
-16%
增持
UBER
UBER TECHNOLOGIES INC
+$77.6K
11,083
+0%
增持
VDE
VANGUARD WORLD FDS
-$75.2K
12,650
+1%
增持
PHM
PULTE GROUP INC
+$69.5K
4,708
+5%
减持
HYG
ISHARES TR
+$65.2K
53,719
-1%
增持
NFLX
NETFLIX INC
+$60.7K
860
+7%
减持
JPIE
J P MORGAN EXCHANGE TRADED F
-$60.1K
71,165
-3%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$59.6K
16,162
-1%
减持
IBB
ISHARES TR
-$54.2K
21,141
-0%
减持
DIS
DISNEY WALT CO
+$51.5K
4,373
-2%
增持
COST
COSTCO WHSL CORP NEW
+$51.2K
589
+11%
建仓
NVTA
INVITAE CORP
+$48.6K
36,000
增持
PG
PROCTER AND GAMBLE CO
+$47.9K
1,680
+26%
建仓
—
GRAN TIERRA ENERGY INC
+$44.0K
50,000
增持
JPM
JPMORGAN CHASE & CO
+$41.7K
4,348
+11%
增持
WMT
WALMART INC
+$39.3K
1,800
+13%
减持
VOX
VANGUARD WORLD FDS
+$38.0K
3,603
-5%
增持
ABBV
ABBVIE INC
+$32.7K
2,283
+11%
建仓
XNROX
NEUBERGER BERMAN REAL ESTATE
+$32.0K
10,400
建仓
—
GENEDX HOLDINGS CORP
+$31.7K
86,824
减持
ITA
ISHARES TR
-$29.8K
79,316
-3%
增持
MRK
MERCK & CO INC
+$28.6K
2,162
+19%
建仓
—
SOMALOGIC INC
+$28.1K
11,000
减持
SLQD
ISHARES TR
-$24.4K
112,640
-2%
减持
VCR
VANGUARD WORLD FDS
-$19.5K
1,248
-18%
减持
XLP
SELECT SECTOR SPDR TR
+$9.2K
178,083
-0%
减持
EMB
ISHARES TR
-$5.2K
8,411
-3%
减持
VBR
VANGUARD INDEX FDS
-$5.1K
7,660
-0%
减持
IAU
ISHARES GOLD TR
+$2.7K
8,185
-7%
减持
VGIT
VANGUARD SCOTTSDALE FDS
+$1.0K
8,250
-2%
减持
VDC
VANGUARD WORLD FDS
-$865
1,521
-1%
增持
GS
GOLDMAN SACHS GROUP INC
+$602
765
+5%
减持
BSV
VANGUARD BD INDEX FDS
-$127
6,739
-2%
减持
XAR
SPDR SER TR
+$37
1,770
-6%
