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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 136 项
建仓 28
增持 48
减持 53
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
SPY
SPDR S&P 500 ETF TR
+$18.1M
257,846
+2%
增持
EZU
ISHARES INC
+$16.1M
278,267
+3434%
减持
XLK
SELECT SECTOR SPDR TR
+$11.5M
253,129
-1%
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
QQQ
INVESCO QQQ TR
+$7.7M
47,076
+21%
增持
VOO
VANGUARD INDEX FDS
+$5.9M
27,975
+45%
清仓
HEZU
ISHARES TR
-$3.5M
0
-100%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$3.2M
60,095
+1%
减持
AMZN
AMAZON COM INC
+$2.8M
103,019
-1%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$2.7M
185,101
+0%
减持
PAVE
GLOBAL X FDS
-$2.7M
597,348
-21%
增持
MSFT
MICROSOFT CORP
+$2.4M
18,378
+2%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$2.2M
20,577
-65%
减持
SCHD
SCHWAB STRATEGIC TR
-$2.0M
137,833
-32%
增持
NVDA
NVIDIA CORPORATION
+$1.8M
23,374
+31%
建仓
SHLD
GLOBAL X FDS
+$1.7M
28,650
减持
GLD
SPDR GOLD TR
-$1.6M
58,578
-13%
建仓
BND
VANGUARD BD INDEX FDS
+$1.6M
21,780
减持
XLF
SELECT SECTOR SPDR TR
+$1.5M
606,475
-0%
清仓
VCSH
VANGUARD SCOTTSDALE FDS
-$1.5M
0
-100%
增持
VTEB
VANGUARD MUN BD FDS
+$1.5M
71,191
+75%
减持
XLE
SELECT SECTOR SPDR TR
-$1.4M
93,640
-6%
增持
GOOG
ALPHABET INC
+$1.4M
62,819
+1%
增持
—
IREN LIMITED
+$1.4M
128,550
+66%
增持
IVW
ISHARES TR
+$1.4M
25,835
+66%
增持
XLV
SELECT SECTOR SPDR TR
-$1.3M
126,621
+1%
减持
XLC
SELECT SECTOR SPDR TR
+$1.3M
107,594
-0%
增持
META
META PLATFORMS INC
+$1.2M
7,181
+2%
减持
AAPL
APPLE INC
-$1.1M
50,191
-2%
建仓
EWU
ISHARES TR
+$993.0K
25,000
建仓
VGK
VANGUARD INTL EQUITY INDEX F
+$951.7K
12,280
减持
VDE
VANGUARD WORLD FD
-$904.5K
52,765
-5%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$870.9K
25,136
+206%
增持
TSLA
TESLA INC
+$867.3K
13,425
+2%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$854.1K
16,017
-1%
减持
VGT
VANGUARD WORLD FD
+$842.5K
7,080
-0%
增持
JPIE
J P MORGAN EXCHANGE TRADED F
+$717.6K
102,471
+17%
减持
JEPQ
J P MORGAN EXCHANGE TRADED F
-$696.9K
27,940
-35%
建仓
EUSA
ISHARES INC
+$636.9K
6,426
增持
SMH
VANECK ETF TRUST
+$586.0K
5,086
+29%
减持
AAXJ
ISHARES TR
+$501.2K
64,527
-1%
建仓
VO
VANGUARD INDEX FDS
+$498.1K
1,780
建仓
VPL
VANGUARD INTL EQUITY INDEX F
+$484.6K
5,897
建仓
VWOB
VANGUARD WHITEHALL FDS
+$478.8K
7,326
增持
—
ROYAL CARIBBEAN GROUP
+$475.9K
3,951
+7%
增持
HOOD
ROBINHOOD MKTS INC
+$440.0K
8,391
+1%
增持
IEMG
ISHARES INC
+$408.8K
64,677
+0%
增持
XLU
SELECT SECTOR SPDR TR
+$406.6K
83,548
+3%
减持
HWM
HOWMET AEROSPACE INC
+$400.4K
8,250
-6%
建仓
IEF
ISHARES TR
+$386.0K
4,031
减持
VB
VANGUARD INDEX FDS
-$386.0K
36,201
-10%
增持
XLY
SELECT SECTOR SPDR TR
+$380.4K
16,866
+1%
减持
COMT
ISHARES U S ETF TR
-$368.3K
155,053
-6%
建仓
VCIT
VANGUARD SCOTTSDALE FDS
+$364.0K
4,390
增持
GOOGL
ALPHABET INC
+$363.2K
15,731
+1%
清仓
IVV
ISHARES TR
-$352.9K
0
-100%
减持
PPA
INVESCO EXCHANGE TRADED FD T
+$340.0K
13,545
-0%
建仓
IXC
ISHARES TR
+$334.0K
8,500
减持
ARKK
ARK ETF TR
+$330.9K
14,588
-0%
建仓
EWC
ISHARES INC
+$323.0K
6,991
建仓
COST
COSTCO WHSL CORP NEW
+$310.8K
314
建仓
SPYV
SPDR SERIES TRUST
+$308.8K
5,900
建仓
AMD
ADVANCED MICRO DEVICES INC
+$276.3K
1,947
建仓
SHY
ISHARES TR
+$271.0K
3,270
减持
JPM
JPMORGAN CHASE & CO.
+$265.3K
6,498
-2%
建仓
TSLL
DIREXION SHS ETF TR
+$265.3K
22,464
清仓
NKE
NIKE INC
-$262.3K
0
-100%
建仓
CRWD
CROWDSTRIKE HLDGS INC
+$253.6K
498
减持
SOXX
ISHARES TR
+$249.1K
10,124
-12%
建仓
CIBR
FIRST TR EXCHANGE TRADED FD
+$244.9K
3,240
建仓
UBER
UBER TECHNOLOGIES INC
+$243.6K
2,611
增持
EEM
ISHARES TR
+$243.2K
20,695
+20%
建仓
FLOT
ISHARES TR
+$233.7K
4,580
清仓
SHOP
SHOPIFY INC
-$227.3K
0
-100%
增持
UNH
UNITEDHEALTH GROUP INC
-$223.4K
1,082
+1%
清仓
PG
PROCTER AND GAMBLE CO
-$221.3K
0
-100%
建仓
FDN
FIRST TR EXCHANGE-TRADED FD
+$217.3K
807
建仓
TLH
ISHARES TR
+$212.6K
2,093
减持
BABA
ALIBABA GROUP HLDG LTD
-$209.5K
5,020
-15%
建仓
URA
GLOBAL X FDS
+$208.0K
5,360
清仓
PYPL
PAYPAL HLDGS INC
-$202.8K
0
-100%
建仓
MS
MORGAN STANLEY
+$202.4K
1,437
建仓
ETV
EATON VANCE TAX-MANAGED BUY-
+$196.4K
14,163
减持
GS
GOLDMAN SACHS GROUP INC
+$191.3K
1,303
-3%
增持
VUG
VANGUARD INDEX FDS
+$163.5K
2,386
+0%
减持
AVGO
BROADCOM INC
+$153.0K
1,545
-5%
减持
IWM
ISHARES TR
+$151.2K
23,920
-5%
增持
GE
GE AEROSPACE
+$129.0K
1,302
+26%
增持
VTI
VANGUARD INDEX FDS
+$128.9K
2,796
+7%
减持
SOFI
SOFI TECHNOLOGIES INC
+$120.8K
18,715
-1%
增持
HELO
J P MORGAN EXCHANGE TRADED F
+$115.4K
39,555
+0%
减持
XLP
SELECT SECTOR SPDR TR
-$111.7K
133,053
-0%
减持
BAC
BANK AMERICA CORP
+$111.1K
2,087
-89%
减持
PDBC
INVESCO ACTVELY MNGD ETC FD
-$106.2K
178,336
-0%
减持
COWZ
PACER FDS TR
-$102.3K
38,268
-5%
增持
CRM
SALESFORCE INC
+$102.0K
12,587
+1%
增持
IWF
ISHARES TR
+$99.8K
1,270
+4%
增持
IAU
ISHARES GOLD TR
+$98.4K
8,740
+15%
增持
VFH
VANGUARD WORLD FD
+$94.4K
12,048
+0%
增持
BOND
PIMCO ETF TR
+$92.7K
3,189
+46%
减持
INDA
ISHARES TR
+$86.9K
32,588
-3%
减持
IWD
ISHARES TR
-$86.8K
2,098
-20%
减持
VTWO
VANGUARD SCOTTSDALE FDS
+$86.6K
13,615
-0%
增持
EFA
ISHARES TR
+$83.8K
4,840
+13%
建仓
JPC
NUVEEN PFD & INCOME OPPORTUN
+$81.5K
10,162
增持
BITO
PROSHARES TR
+$78.2K
19,800
+4%
减持
COMB
GRANITESHARES ETF TR
-$71.1K
57,370
-2%
减持
XBI
SPDR SERIES TRUST
-$67.7K
13,434
-8%
增持
ACWI
ISHARES TR
+$67.4K
5,448
+0%
减持
ABBV
ABBVIE INC
-$65.7K
1,633
-7%
减持
CALF
PACER FDS TR
+$63.4K
27,377
-0%
增持
WMT
WALMART INC
+$60.2K
5,693
+1%
增持
BSV
VANGUARD BD INDEX FDS
+$59.2K
12,249
+6%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$55.2K
6,874
+4%
建仓
AUR
AURORA INNOVATION INC
+$52.4K
10,000
减持
VTV
VANGUARD INDEX FDS
-$50.7K
7,621
-6%
减持
C
CITIGROUP INC
+$40.3K
3,070
-1%
减持
VNQ
VANGUARD INDEX FDS
-$37.4K
2,940
-11%
增持
EMB
ISHARES TR
+$36.8K
16,737
+0%
减持
PM
PHILIP MORRIS INTL INC
+$36.0K
2,062
-4%
减持
XLB
SELECT SECTOR SPDR TR
-$31.5K
2,986
-13%
减持
IBB
ISHARES TR
-$24.5K
5,622
-2%
减持
LIT
GLOBAL X FDS
-$24.3K
6,450
-8%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$23.0K
595
-12%
减持
LQD
ISHARES TR
-$21.2K
36,556
-1%
减持
SBUX
STARBUCKS CORP
-$21.0K
3,004
-1%
减持
VRP
INVESCO EXCH TRADED FD TR II
+$18.5K
447,797
-1%
减持
FLBL
FRANKLIN TEMPLETON ETF TR
-$9.9K
31,355
-2%
增持
INTC
INTEL CORP
+$9.5K
13,819
+5%
减持
DIS
DISNEY WALT CO
+$8.8K
1,812
-17%
增持
LLY
ELI LILLY & CO
-$6.1K
309
+3%
增持
IGIB
ISHARES TR
+$5.9K
7,616
+0%
增持
BXSL
BLACKSTONE SECD LENDING FD
+$2.9K
12,295
+6%
减持
ARKF
ARK ETF TR
+$1.6K
4,822
-33%
增持
GTO
INVESCO ACTIVELY MANAGED EXC
+$842
14,695
+0%
减持
V
VISA INC
+$637
1,055
-1%
增持
XNROX
NEUBERGER BERMAN REAL ESTATE
+$173
11,775
+3%
