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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 121 项
建仓 22
增持 56
减持 33
清仓 10
方向
标的
Δ市值
现股数(环比)
增持
XLK
SELECT SECTOR SPDR TR
+$12.2M
258,646
+22%
增持
XLF
SELECT SECTOR SPDR TR
+$6.5M
608,289
+21%
增持
SPY
SPDR S&P 500 ETF TR
+$6.4M
248,112
+2%
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。
清仓
EWW
ISHARES INC
-$5.1M
0
-100%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$5.0M
176,780
+45%
减持
PDBC
INVESCO ACTVELY MNGD ETC FD
-$4.7M
214,771
-61%
减持
HEZU
ISHARES TR
-$4.1M
96,615
-53%
增持
AMZN
AMAZON COM INC
+$3.7M
101,306
+2%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$3.4M
68,982
+40%
减持
COWZ
PACER FDS TR
-$3.4M
45,385
-56%
增持
VDE
VANGUARD WORLD FD
+$3.2M
56,520
+89%
减持
EZU
ISHARES INC
-$3.0M
8,085
-88%
增持
IWM
ISHARES TR
+$2.7M
42,785
+40%
减持
GLD
SPDR GOLD TR
-$2.6M
57,540
-15%
增持
COMT
ISHARES U S ETF TR
+$2.5M
335,884
+44%
增持
QQQ
INVESCO QQQ TR
+$2.0M
35,548
+7%
建仓
JEPQ
J P MORGAN EXCHANGE TRADED F
+$1.8M
32,350
建仓
HELO
J P MORGAN EXCHANGE TRADED F
+$1.7M
26,660
增持
XLE
SELECT SECTOR SPDR TR
+$1.6M
97,886
+27%
增持
TSLA
TESLA INC
+$1.6M
7,061
+48%
增持
AAPL
APPLE INC
+$1.6M
35,089
+13%
增持
GOOG
ALPHABET INC
+$1.5M
58,758
+2%
建仓
VTWO
VANGUARD SCOTTSDALE FDS
+$1.4M
15,280
增持
XLV
SELECT SECTOR SPDR TR
-$1.2M
79,725
+1%
清仓
VBR
VANGUARD INDEX FDS
-$1.2M
0
-100%
减持
XLB
SELECT SECTOR SPDR TR
-$1.0M
3,370
-68%
增持
XLC
SELECT SECTOR SPDR TR
+$914.8K
109,711
+2%
建仓
ETHE
GRAYSCALE ETHEREUM TRUST ETF
+$835.3K
29,810
增持
MSFT
MICROSOFT CORP
+$824.4K
11,439
+23%
减持
IVW
ISHARES TR
-$690.7K
8,055
-49%
增持
COMB
GRANITESHARES ETF TR
+$677.0K
59,600
+139%
增持
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$670.7K
2
+100%
减持
PAVE
GLOBAL X FDS
-$610.0K
770,844
-0%
建仓
FLMX
FRANKLIN TEMPLETON ETF TR
+$605.6K
26,330
减持
SOXX
ISHARES TR
-$602.5K
7,372
-22%
增持
GOOGL
ALPHABET INC
+$602.1K
14,314
+12%
增持
JPM
JPMORGAN CHASE & CO.
+$583.0K
6,688
+38%
清仓
UBER
UBER TECHNOLOGIES INC
-$565.9K
0
-100%
增持
VOO
VANGUARD INDEX FDS
+$545.2K
19,592
+3%
增持
GS
GOLDMAN SACHS GROUP INC
+$539.5K
1,373
+176%
建仓
PWB
INVESCO EXCHANGE TRADED FD T
+$508.7K
5,000
增持
SMH
VANECK ETF TRUST
+$464.7K
3,885
+100%
增持
VGT
VANGUARD WORLD FD
+$459.8K
7,246
+5%
增持
META
META PLATFORMS INC
+$412.7K
4,788
+14%
减持
LQD
ISHARES TR
-$411.8K
37,829
-4%
清仓
IMVP
INVESCO INDIA EXCHANGE-TRADE
-$410.7K
0
-100%
增持
AVGO
BROADCOM INC
+$408.7K
4,450
+23%
清仓
PHM
PULTE GROUP INC
-$393.6K
0
-100%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$388.6K
63,168
+16%
减持
IUSB
ISHARES TR
-$386.9K
59,652
-9%
建仓
MDY
SPDR S&P MIDCAP 400 ETF TR
+$384.5K
675
减持
XLY
SELECT SECTOR SPDR TR
+$380.8K
15,979
-0%
建仓
VWO
VANGUARD INTL EQUITY INDEX F
+$366.5K
8,321
增持
XLP
SELECT SECTOR SPDR TR
-$351.8K
133,517
+2%
增持
WMT
WALMART INC
+$340.8K
6,403
+117%
建仓
IMCB
ISHARES TR
+$304.6K
4,000
建仓
PM
PHILIP MORRIS INTL INC
+$275.4K
2,289
增持
XBI
SPDR SER TR
-$262.7K
30,118
+0%
建仓
HOOD
ROBINHOOD MKTS INC
+$242.4K
6,506
建仓
SBUX
STARBUCKS CORP
+$242.3K
2,657
建仓
BXSL
BLACKSTONE SECD LENDING FD
+$235.1K
7,275
建仓
SOFI
SOFI TECHNOLOGIES INC
+$234.5K
15,230
建仓
PG
PROCTER AND GAMBLE CO
+$231.3K
1,381
建仓
CVX
CHEVRON CORP NEW
+$229.9K
1,591
建仓
BIL
SPDR SER TR
+$228.0K
2,494
减持
MBB
ISHARES TR
-$224.9K
5,000
-30%
建仓
INTC
INTEL CORP
+$224.8K
11,215
减持
VB
VANGUARD INDEX FDS
-$218.7K
41,063
-3%
建仓
C
CITIGROUP INC
+$216.1K
3,070
清仓
MRK
MERCK & CO INC
-$211.7K
0
-100%
建仓
PYPL
PAYPAL HLDGS INC
+$208.3K
2,440
清仓
BOND
PIMCO ETF TR
-$206.0K
0
-100%
清仓
BBJP
J P MORGAN EXCHANGE TRADED F
-$202.6K
0
-100%
建仓
WGS
GENEDX HOLDINGS CORP
+$202.3K
2,632
清仓
XLI
SELECT SECTOR SPDR TR
-$200.6K
0
-100%
增持
LIT
GLOBAL X FDS
+$185.5K
14,030
+58%
减持
JPIE
J P MORGAN EXCHANGE TRADED F
-$166.5K
61,116
-4%
增持
DIS
DISNEY WALT CO
+$160.1K
4,221
+31%
增持
NFLX
NETFLIX INC
+$154.3K
582
+13%
增持
IBB
ISHARES TR
-$149.0K
23,688
+5%
增持
IAU
ISHARES GOLD TR
+$142.5K
7,085
+69%
减持
NVDA
NVIDIA CORPORATION
+$130.2K
16,878
-5%
减持
ARKK
ARK ETF TR
+$116.0K
14,596
-3%
增持
VFH
VANGUARD WORLD FD
+$104.5K
12,046
+0%
增持
—
IREN LIMITED
+$98.4K
47,880
+9%
减持
CALF
PACER FDS TR
-$96.4K
35,546
-0%
建仓
WULF
TERAWULF INC
+$95.5K
16,870
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$90.9K
21,294
-0%
减持
VGIT
VANGUARD SCOTTSDALE FDS
-$86.3K
10,449
-9%
减持
EMB
ISHARES TR
-$84.6K
16,738
-1%
增持
INDA
ISHARES TR
-$83.9K
34,479
+6%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$82.9K
18,961
-4%
减持
ITA
ISHARES TR
-$80.8K
18,318
-0%
增持
NKE
NIKE INC
+$80.0K
4,132
+57%
增持
VRP
INVESCO EXCH TRADED FD TR II
+$79.1K
460,612
+2%
减持
PBDC
PUTNAM ETF TRUST
+$66.1K
135,285
-0%
减持
PBW
INVESCO EXCHANGE TRADED FD T
-$65.3K
11,108
-23%
增持
SHEL
SHELL PLC
+$64.4K
5,369
+30%
增持
V
VISA INC
+$64.2K
1,033
+8%
增持
IEMG
ISHARES INC
+$62.5K
64,537
+12%
减持
SHOP
SHOPIFY INC
+$62.3K
2,653
-3%
增持
MUB
ISHARES TR
+$41.5K
5,433
+10%
增持
VTI
VANGUARD INDEX FDS
+$41.0K
2,629
+3%
减持
IGIB
ISHARES TR
-$39.1K
7,615
-5%
增持
BABA
ALIBABA GROUP HLDG LTD
+$36.5K
5,505
+36%
减持
ABBV
ABBVIE INC
-$36.4K
1,763
-1%
减持
EFA
ISHARES TR
-$35.8K
2,831
-5%
增持
VNQ
VANGUARD INDEX FDS
+$29.0K
3,360
+21%
增持
COST
COSTCO WHSL CORP NEW
+$27.8K
326
+7%
增持
LLY
ELI LILLY & CO
-$27.6K
324
+3%
减持
GTO
INVESCO ACTIVELY MANAGED EXC
-$26.5K
12,455
-0%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$21.7K
16,112
+1%
减持
BSV
VANGUARD BD INDEX FDS
-$21.2K
9,530
-1%
清仓
—
DANIMER SCIENTIFIC INC
-$18.2K
0
-100%
减持
HYD
VANECK ETF TRUST
-$17.0K
5,540
-3%
增持
VHT
VANGUARD WORLD FD
-$13.7K
1,125
+6%
减持
IOO
ISHARES TR
-$11.5K
8,254
-3%
增持
ACWI
ISHARES TR
-$10.1K
5,441
+0%
增持
AAXJ
ISHARES TR
+$5.8K
68,632
+9%
增持
XNROX
NEUBERGER BERMAN REAL ESTATE
-$5.1K
11,125
+2%
增持
SCHD
SCHWAB STRATEGIC TR
-$2.5K
202,155
+209%
