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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 133 项
建仓 15
增持 51
减持 58
清仓 9
方向
标的
Δ市值
现股数(环比)
减持
XLK
SELECT SECTOR SPDR TR
-$7.5M
254,796
-1%
增持
XLV
SELECT SECTOR SPDR TR
+$7.4M
125,990
+58%
建仓
XLU
SELECT SECTOR SPDR TR
+$6.4M
81,369
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。
增持
GLD
SPDR GOLD TR
+$5.5M
67,602
+17%
减持
IWM
ISHARES TR
-$4.4M
25,116
-41%
增持
SPY
SPDR S&P 500 ETF TR
-$4.3M
252,349
+2%
减持
COMT
ISHARES U S ETF TR
-$4.1M
165,334
-51%
建仓
CRM
SALESFORCE INC
+$3.3M
12,410
增持
AAPL
APPLE INC
+$2.6M
51,434
+47%
增持
AMZN
AMAZON COM INC
-$2.5M
103,921
+3%
减持
PAVE
GLOBAL X FDS
-$2.5M
760,546
-1%
减持
IBB
ISHARES TR
-$2.4M
5,753
-76%
增持
MSFT
MICROSOFT CORP
+$1.9M
18,027
+58%
减持
XBI
SPDR SER TR
-$1.5M
14,573
-52%
增持
GOOG
ALPHABET INC
-$1.5M
62,326
+6%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.3M
16,213
+1%
增持
META
META PLATFORMS INC
+$1.3M
7,057
+47%
增持
JPIE
J P MORGAN EXCHANGE TRADED F
+$1.2M
87,451
+43%
建仓
HWM
HOWMET AEROSPACE INC
+$1.1M
8,750
增持
XLE
SELECT SECTOR SPDR TR
+$975.2K
100,136
+2%
减持
VB
VANGUARD INDEX FDS
-$901.8K
40,428
-2%
减持
XLF
SELECT SECTOR SPDR TR
+$848.5K
607,251
-0%
清仓
ETHE
GRAYSCALE ETHEREUM TRUST ETF
-$835.3K
0
-100%
建仓
BAC
BANK AMERICA CORP
+$829.1K
19,869
建仓
—
ROYAL CARIBBEAN GROUP
+$761.4K
3,706
减持
AVGO
BROADCOM INC
-$760.9K
1,630
-63%
增持
IBIT
ISHARES BITCOIN TRUST ETF
-$749.7K
184,330
+4%
增持
HELO
J P MORGAN EXCHANGE TRADED F
+$704.4K
39,550
+48%
减持
VGT
VANGUARD WORLD FD
-$651.9K
7,105
-2%
增持
IVW
ISHARES TR
+$628.9K
15,585
+93%
减持
VOO
VANGUARD INDEX FDS
-$612.6K
19,350
-1%
清仓
FLMX
FRANKLIN TEMPLETON ETF TR
-$605.6K
0
-100%
增持
SOXX
ISHARES TR
+$578.9K
11,519
+56%
增持
TSLA
TESLA INC
+$541.0K
13,109
+86%
减持
CALF
PACER FDS TR
-$537.6K
27,378
-23%
清仓
NFLX
NETFLIX INC
-$519.5K
0
-100%
建仓
IWD
ISHARES TR
+$494.3K
2,627
建仓
IWF
ISHARES TR
+$439.4K
1,217
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$393.1K
42,809
+32%
减持
XLP
SELECT SECTOR SPDR TR
+$389.7K
133,279
-0%
增持
BIL
SPDR SER TR
+$365.5K
6,470
+159%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$364.1K
19,436
-9%
清仓
KRE
SPDR SER TR
-$362.1K
0
-100%
减持
PDBC
INVESCO ACTVELY MNGD ETC FD
-$358.1K
178,411
-17%
增持
UNH
UNITEDHEALTH GROUP INC
+$351.8K
1,071
+159%
减持
COWZ
PACER FDS TR
-$351.4K
40,378
-11%
增持
NVDA
NVIDIA CORPORATION
-$350.5K
17,784
+5%
建仓
VEA
VANGUARD TAX-MANAGED FDS
+$336.6K
6,623
减持
VDE
VANGUARD WORLD FD
+$333.4K
55,430
-2%
清仓
DDOG
DATADOG INC
-$314.4K
0
-100%
增持
BABA
ALIBABA GROUP HLDG LTD
+$312.1K
5,890
+7%
增持
GOOGL
ALPHABET INC
-$302.2K
15,579
+9%
减持
LIT
GLOBAL X FDS
-$300.2K
7,010
-50%
增持
XLY
SELECT SECTOR SPDR TR
-$299.8K
16,637
+4%
清仓
COST
COSTCO WHSL CORP NEW
-$299.1K
0
-100%
建仓
HD
HOME DEPOT INC
+$294.3K
803
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$293.8K
58,458
-7%
减持
VTWO
VANGUARD SCOTTSDALE FDS
-$264.1K
13,650
-11%
建仓
—
DEUTSCHE BANK A G
+$262.1K
11,000
减持
DIS
DISNEY WALT CO
-$254.0K
2,187
-48%
清仓
BJUL
INNOVATOR ETFS TRUST
-$253.8K
0
-100%
清仓
QUAL
ISHARES TR
-$244.9K
0
-100%
建仓
ARKF
ARK ETF TR
+$240.7K
7,237
清仓
PBW
INVESCO EXCHANGE TRADED FD T
-$222.3K
0
-100%
建仓
XLI
SELECT SECTOR SPDR TR
+$220.5K
1,682
减持
VRP
INVESCO EXCH TRADED FD TR II
-$212.0K
450,915
-2%
减持
XLC
SELECT SECTOR SPDR TR
-$206.9K
107,976
-2%
建仓
GE
GE AEROSPACE
+$206.2K
1,030
建仓
BOND
PIMCO ETF TR
+$201.3K
2,177
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$190.5K
59,560
-14%
减持
XBJL
INNOVATOR ETFS TRUST
-$178.6K
7,265
-42%
增持
BSV
VANGUARD BD INDEX FDS
+$168.4K
11,559
+21%
减持
KBE
SPDR SER TR
-$153.3K
53,022
-1%
减持
IVV
ISHARES TR
-$145.7K
628
-26%
建仓
LOMA
LOMA NEGRA C I A S A MTN 14
+$143.4K
13,044
增持
BXSL
BLACKSTONE SECD LENDING FD
+$140.2K
11,595
+59%
增持
VDC
VANGUARD WORLD FD
+$139.8K
1,746
+52%
增持
EFA
ISHARES TR
+$134.8K
4,268
+51%
增持
SCHD
SCHWAB STRATEGIC TR
+$130.7K
202,204
+0%
减持
AAXJ
ISHARES TR
-$123.8K
65,270
-5%
增持
QQQ
INVESCO QQQ TR
+$121.6K
39,017
+10%
增持
VTV
VANGUARD INDEX FDS
+$119.1K
8,091
+7%
增持
GTO
INVESCO ACTIVELY MANAGED EXC
+$110.5K
14,665
+18%
增持
SMH
VANECK ETF TRUST
-$108.5K
3,936
+1%
减持
SHEL
SHELL PLC
-$103.7K
3,175
-41%
减持
IEMG
ISHARES INC
+$103.6K
64,365
-0%
增持
HOOD
ROBINHOOD MKTS INC
+$103.3K
8,306
+28%
减持
IVE
ISHARES TR
-$100.3K
1,460
-26%
增持
IAU
ISHARES GOLD TR
+$95.8K
7,575
+7%
减持
INDA
ISHARES TR
-$87.4K
33,558
-3%
增持
XAR
SPDR SER TR
+$86.7K
2,485
+32%
减持
COMB
GRANITESHARES ETF TR
+$86.3K
58,770
-1%
减持
WMT
WALMART INC
-$82.2K
5,655
-12%
减持
ITA
ISHARES TR
+$79.2K
17,908
-2%
增持
INTC
INTEL CORP
+$75.3K
13,214
+18%
减持
XT
ISHARES TR
-$66.0K
9,535
-7%
减持
PM
PHILIP MORRIS INTL INC
+$64.1K
2,139
-7%
减持
PBDC
PUTNAM ETF TRUST
-$59.6K
132,620
-2%
减持
HEZU
ISHARES TR
+$56.5K
90,305
-7%
减持
ABBV
ABBVIE INC
+$55.9K
1,760
-0%
减持
GS
GOLDMAN SACHS GROUP INC
-$55.3K
1,338
-3%
减持
SHOP
SHOPIFY INC
-$54.8K
2,381
-10%
增持
SBUX
STARBUCKS CORP
+$53.9K
3,020
+14%
增持
BMEZ
BLACKROCK HEALTH SCIENCES TE
+$52.1K
14,240
+28%
减持
WULF
TERAWULF INC
-$51.6K
16,080
-5%
增持
VCR
VANGUARD WORLD FD
-$51.6K
1,275
+3%
减持
IUSB
ISHARES TR
+$50.5K
59,608
-0%
增持
V
VISA INC
+$47.7K
1,067
+3%
减持
MMIT
NEW YORK LIFE INVTS ACTIVE E
-$46.8K
30,413
-6%
减持
VTI
VANGUARD INDEX FDS
-$41.0K
2,623
-0%
减持
EZU
ISHARES INC
+$37.7K
7,875
-3%
减持
MUB
ISHARES TR
-$36.6K
5,143
-5%
减持
HYD
VANECK ETF TRUST
-$32.4K
4,985
-10%
增持
FLBL
FRANKLIN TEMPLETON ETF TR
+$31.9K
31,975
+5%
增持
PPA
INVESCO EXCHANGE TRADED FD T
+$25.1K
13,549
+0%
减持
CVX
CHEVRON CORP NEW
+$24.5K
1,521
-4%
减持
PFF
ISHARES TR
-$23.2K
14,064
-3%
增持
VHT
VANGUARD WORLD FD
+$23.0K
1,165
+4%
减持
EMB
ISHARES TR
+$22.8K
16,706
-0%
增持
IJR
ISHARES TR
+$21.5K
8,624
+13%
增持
VFH
VANGUARD WORLD FD
+$17.0K
12,047
+0%
减持
JPM
JPMORGAN CHASE & CO.
+$15.4K
6,598
-1%
增持
SOFI
SOFI TECHNOLOGIES INC
-$14.6K
18,915
+24%
减持
LQD
ISHARES TR
-$13.4K
37,060
-2%
增持
XLB
SELECT SECTOR SPDR TR
+$10.1K
3,416
+1%
减持
PG
PROCTER AND GAMBLE CO
-$10.0K
1,299
-6%
减持
VWO
VANGUARD INTL EQUITY INDEX F
+$5.9K
8,226
-1%
增持
PYPL
PAYPAL HLDGS INC
-$5.5K
3,108
+27%
增持
C
CITIGROUP INC
+$5.0K
3,114
+1%
减持
LLY
ELI LILLY & CO
-$3.4K
299
-8%
增持
XNROX
NEUBERGER BERMAN REAL ESTATE
-$1.8K
11,438
+3%
增持
—
IREN LIMITED
+$88
77,220
+61%
减持
VNQ
VANGUARD INDEX FDS
-$74
3,305
-2%
