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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 114 项
建仓 10
增持 40
减持 50
清仓 14
方向
标的
Δ市值
现股数(环比)
增持
SPY
SPDR S&P 500 ETF TR
+$28.3M
242,273
+19%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$3.3M
122,129
+276%
清仓
ASHR
DBX ETF TR
-$3.3M
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。
减持
PAVE
GLOBAL X FDS
+$3.0M
771,578
-1%
清仓
CNYA
ISHARES TR
-$2.8M
0
-100%
减持
XLF
SELECT SECTOR SPDR TR
+$2.0M
504,623
-1%
增持
SOXX
ISHARES TR
+$1.8M
9,502
+452%
减持
GLD
SPDR GOLD TR
+$1.7M
67,847
-2%
增持
XLP
SELECT SECTOR SPDR TR
+$976.2K
130,687
+1%
增持
IVW
ISHARES TR
+$963.0K
15,755
+167%
减持
AMZN
AMAZON COM INC
-$955.5K
99,159
-1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$896.7K
15,916
+1%
增持
VB
VANGUARD INDEX FDS
+$841.1K
42,517
+0%
增持
GOOG
ALPHABET INC
-$837.4K
57,865
+1%
增持
COWZ
PACER FDS TR
+$788.9K
102,681
+9%
增持
XLV
SELECT SECTOR SPDR TR
+$756.8K
79,265
+1%
增持
NVDA
NVIDIA CORPORATION
+$755.2K
17,687
+57%
减持
MSFT
MICROSOFT CORP
-$709.6K
9,303
-12%
减持
AAPL
APPLE INC
+$671.3K
31,091
-0%
增持
VRP
INVESCO EXCH TRADED FD TR II
+$605.5K
452,294
+4%
减持
BRK/A
BERKSHIRE HATHAWAY INC DEL
-$533.3K
1
-50%
增持
XLC
SELECT SECTOR SPDR TR
+$524.5K
107,372
+0%
减持
VOO
VANGUARD INDEX FDS
+$516.9K
18,973
-0%
建仓
IVV
ISHARES TR
+$488.6K
847
清仓
PWB
INVESCO EXCHANGE TRADED FD T
-$472.3K
0
-100%
减持
GOOGL
ALPHABET INC
-$467.7K
12,728
-10%
增持
SCHD
SCHWAB STRATEGIC TR
+$444.4K
65,366
+0%
增持
IUSB
ISHARES TR
+$388.0K
65,433
+10%
增持
AVGO
BROADCOM INC
+$378.9K
3,623
+2253%
减持
PDBC
INVESCO ACTVELY MNGD ETC FD
-$378.2K
557,466
-0%
建仓
—
IRIS ENERGY LTD
+$371.8K
44,050
增持
XLB
SELECT SECTOR SPDR TR
+$368.7K
10,675
+3%
减持
COMT
ISHARES U S ETF TR
-$364.2K
233,411
-1%
增持
VTV
VANGUARD INDEX FDS
+$356.7K
7,552
+26%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$346.9K
21,334
+1%
清仓
SNOW
SNOWFLAKE INC
-$338.7K
0
-100%
减持
KBE
SPDR SER TR
+$318.3K
53,387
-1%
增持
HEZU
ISHARES TR
+$302.3K
205,650
+3%
清仓
BIL
SPDR SER TR
-$299.7K
0
-100%
清仓
MCHI
ISHARES TR
-$291.9K
0
-100%
清仓
VCIT
VANGUARD SCOTTSDALE FDS
-$285.7K
0
-100%
增持
IBB
ISHARES TR
+$285.4K
22,532
+3%
减持
XLY
SELECT SECTOR SPDR TR
+$284.8K
15,992
-0%
清仓
IMCB
ISHARES TR
-$280.4K
0
-100%
清仓
MRVL
MARVELL TECHNOLOGY INC
-$274.1K
0
-100%
减持
VBR
VANGUARD INDEX FDS
-$271.4K
5,975
-26%
减持
XLK
SELECT SECTOR SPDR TR
-$264.0K
212,447
-0%
减持
QQQ
INVESCO QQQ TR
+$262.2K
33,092
-0%
减持
AAXJ
ISHARES TR
+$259.4K
63,073
-3%
建仓
BJUL
INNOVATOR ETFS TRUST
+$248.8K
5,695
建仓
QUAL
ISHARES TR
+$246.5K
1,375
建仓
UNH
UNITEDHEALTH GROUP INC
+$241.1K
413
增持
IEMG
ISHARES INC
+$232.6K
57,611
+0%
增持
INDA
ISHARES TR
+$230.3K
32,439
+8%
清仓
BP
BP PLC
-$228.3K
0
-100%
清仓
BFEB
INNOVATOR ETFS TRUST
-$226.8K
0
-100%
建仓
SHOP
SHOPIFY INC
+$219.8K
2,743
减持
ITA
ISHARES TR
+$214.1K
18,333
-4%
建仓
IAU
ISHARES GOLD TR
+$208.2K
4,190
建仓
BOND
PIMCO ETF TR
+$206.0K
2,177
减持
IWM
ISHARES TR
-$205.6K
30,625
-11%
建仓
BBJP
J P MORGAN EXCHANGE TRADED F
+$202.6K
3,437
建仓
XLI
SELECT SECTOR SPDR TR
+$200.6K
1,481
清仓
SBUX
STARBUCKS CORP
-$200.5K
0
-100%
减持
LQD
ISHARES TR
+$189.8K
39,414
-1%
减持
VDE
VANGUARD WORLD FD
-$178.3K
29,830
-1%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$171.8K
11,452
+28%
减持
XBI
SPDR SER TR
+$163.9K
30,113
-1%
增持
EWW
ISHARES INC
-$143.8K
95,088
+3%
减持
WMT
WALMART INC
-$142.2K
2,953
-47%
增持
BABA
ALIBABA GROUP HLDG LTD
+$141.9K
4,054
+1%
减持
UBER
UBER TECHNOLOGIES INC
-$140.7K
7,528
-23%
增持
VTEB
VANGUARD MUN BD FDS
+$135.0K
40,792
+5%
增持
IVE
ISHARES TR
+$133.6K
1,983
+40%
减持
VFH
VANGUARD WORLD FD
+$119.8K
11,990
-0%
增持
GTO
INVESCO ACTIVELY MANAGED EXC
+$114.7K
12,505
+19%
增持
CALF
PACER FDS TR
+$114.4K
35,700
+1%
增持
EMB
ISHARES TR
+$111.9K
16,834
+2%
减持
BITO
PROSHARES TR
-$96.8K
18,982
-7%
增持
MBB
ISHARES TR
+$95.6K
7,132
+11%
减持
GS
GOLDMAN SACHS GROUP INC
-$91.4K
498
-33%
增持
BSV
VANGUARD BD INDEX FDS
+$80.1K
9,628
+9%
减持
META
META PLATFORMS INC
+$78.8K
4,182
-9%
减持
EZU
ISHARES INC
-$77.5K
64,870
-9%
增持
XLE
SELECT SECTOR SPDR TR
-$67.3K
76,978
+3%
减持
JPM
JPMORGAN CHASE & CO.
-$64.6K
4,838
-10%
增持
JPIE
J P MORGAN EXCHANGE TRADED F
+$60.1K
63,691
+0%
减持
TSLA
TESLA INC
+$58.5K
4,768
-21%
减持
VNQ
VANGUARD INDEX FDS
-$52.1K
2,775
-28%
增持
SMH
VANECK ETF TRUST
+$49.9K
1,940
+19%
减持
ARKK
ARK ETF TR
+$49.6K
14,994
-1%
减持
VGT
VANGUARD WORLD FD
+$48.3K
6,898
-1%
减持
ABBV
ABBVIE INC
+$41.7K
1,773
-1%
减持
NFLX
NETFLIX INC
-$40.5K
515
-14%
增持
COST
COSTCO WHSL CORP NEW
+$38.3K
306
+12%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$29.5K
54,537
-6%
增持
FLBL
FRANKLIN TEMPLETON ETF TR
+$25.4K
30,405
+4%
减持
MRK
MERCK & CO INC
-$24.8K
1,864
-2%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$20.0K
49,267
-33%
减持
VOX
VANGUARD WORLD FD
+$18.3K
3,551
-1%
减持
BMEZ
BLACKROCK HEALTH SCIENCES TE
-$15.9K
11,115
-11%
减持
IGIB
ISHARES TR
+$14.6K
8,030
-1%
清仓
—
ORIGIN MATERIALS INC
-$13.5K
0
-100%
减持
NKE
NIKE INC
-$12.8K
2,632
-18%
减持
PBW
INVESCO EXCHANGE TRADED FD T
-$12.7K
14,359
-3%
减持
EFA
ISHARES TR
+$11.1K
2,988
-2%
减持
LLY
ELI LILLY & CO
-$9.5K
315
-1%
增持
DIS
DISNEY WALT CO
-$9.4K
3,221
+2%
增持
XNROX
NEUBERGER BERMAN REAL ESTATE
+$8.9K
10,856
+2%
减持
IWB
ISHARES TR
-$7.5K
704
-8%
减持
VDC
VANGUARD WORLD FD
+$5.5K
1,146
-5%
减持
IOO
ISHARES TR
-$2.2K
8,504
-3%
减持
V
VISA INC
-$2.0K
953
-5%
清仓
NVTA
INVITAE CORP
+$0
0
-100%
