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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 127 项
建仓 12
增持 36
减持 62
清仓 17
方向
标的
Δ市值
现股数(环比)
增持
SPY
SPDR S&P 500 ETF TR
+$14.4M
260,805
+1%
增持
SHLD
GLOBAL X FDS
+$12.5M
203,109
+609%
建仓
JFLX
J P MORGAN EXCHANGE TRADED F
+$11.6M
230,707
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
XLC
SELECT SECTOR SPDR TR
+$10.9M
190,883
+77%
减持
XLK
SELECT SECTOR SPDR TR
+$7.0M
252,330
-0%
减持
GOOG
ALPHABET INC
-$5.1M
24,738
-61%
增持
GLD
SPDR GOLD TR
+$3.7M
60,609
+3%
清仓
IUSB
ISHARES TR
-$2.8M
0
-100%
增持
PAVE
GLOBAL X FDS
+$2.7M
603,857
+1%
减持
AAPL
APPLE INC
+$2.3M
49,524
-1%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$2.0M
55,739
-7%
减持
VTEB
VANGUARD MUN BD FDS
-$1.8M
32,817
-54%
减持
LQD
ISHARES TR
-$1.8M
20,146
-45%
增持
VOO
VANGUARD INDEX FDS
+$1.7M
28,720
+3%
减持
IVW
ISHARES TR
-$1.6M
10,230
-60%
减持
XLV
SELECT SECTOR SPDR TR
-$1.6M
111,156
-12%
减持
AMZN
AMAZON COM INC
-$1.2M
97,296
-6%
减持
TSLA
TESLA INC
+$1.2M
12,207
-9%
增持
EZU
ISHARES INC
+$1.0M
283,723
+2%
减持
QQQ
INVESCO QQQ TR
+$978.1K
44,884
-5%
建仓
GRNY
TIDAL TRUST I
+$922.9K
36,930
减持
XLF
SELECT SECTOR SPDR TR
-$890.7K
573,051
-6%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$797.5K
8,226
-67%
增持
XAR
SPDR SERIES TRUST
+$759.9K
5,465
+120%
减持
—
IREN LIMITED
-$709.3K
24,795
-81%
增持
ITA
ISHARES TR
+$651.8K
19,258
+8%
增持
VB
VANGUARD INDEX FDS
+$639.0K
36,251
+0%
建仓
ETHA
ISHARES ETHEREUM TR
+$637.6K
20,235
清仓
VGIT
VANGUARD SCOTTSDALE FDS
-$625.0K
0
-100%
增持
IEMG
ISHARES INC
+$604.6K
68,069
+5%
减持
IWM
ISHARES TR
+$563.8K
23,663
-1%
增持
XLU
SELECT SECTOR SPDR TR
+$557.7K
84,626
+1%
减持
NVDA
NVIDIA CORPORATION
+$551.9K
22,750
-3%
减持
HOOD
ROBINHOOD MKTS INC
-$524.9K
1,821
-78%
减持
XLE
SELECT SECTOR SPDR TR
-$506.9K
83,218
-11%
清仓
VO
VANGUARD INDEX FDS
-$498.1K
0
-100%
减持
AAXJ
ISHARES TR
+$484.8K
63,757
-1%
增持
SOXX
ISHARES TR
+$482.3K
10,693
+6%
清仓
MBB
ISHARES TR
-$469.4K
0
-100%
增持
MSFT
MICROSOFT CORP
+$462.6K
18,542
+1%
增持
CRM
SALESFORCE INC
-$445.9K
12,601
+0%
减持
GOOGL
ALPHABET INC
+$431.6K
13,180
-16%
清仓
BITO
PROSHARES TR
-$425.9K
0
-100%
减持
META
META PLATFORMS INC
-$393.2K
6,682
-7%
增持
XLY
SELECT SECTOR SPDR TR
+$376.6K
16,867
+0%
减持
VGK
VANGUARD INTL EQUITY INDEX F
-$370.8K
7,280
-41%
建仓
IVES
WEDBUSH SER TR
+$359.7K
11,200
增持
BABA
ALIBABA GROUP HLDG LTD
+$341.1K
5,094
+1%
清仓
SOFI
SOFI TECHNOLOGIES INC
-$340.8K
0
-100%
建仓
MAGS
LISTED FDS TR
+$334.1K
5,150
清仓
IXC
ISHARES TR
-$334.0K
0
-100%
减持
PBDC
PUTNAM ETF TRUST
-$327.9K
130,900
-1%
清仓
EWC
ISHARES INC
-$323.0K
0
-100%
减持
VGT
VANGUARD WORLD FD
+$322.9K
6,722
-5%
清仓
—
DEUTSCHE BANK A G
-$322.1K
0
-100%
建仓
PG
PROCTER AND GAMBLE CO
+$294.9K
1,919
建仓
—
ASML HOLDING N V
+$284.6K
294
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$278.3K
16,030
+0%
增持
INTC
INTEL CORP
+$276.5K
17,467
+26%
增持
SMH
VANECK ETF TRUST
+$275.4K
5,190
+2%
清仓
TSLL
DIREXION SHS ETF TR
-$265.3K
0
-100%
增持
XLP
SELECT SECTOR SPDR TR
-$257.6K
134,180
+1%
建仓
SHOP
SHOPIFY INC
+$253.1K
1,703
增持
ARKK
ARK ETF TR
+$246.8K
14,741
+1%
清仓
ARKF
ARK ETF TR
-$242.3K
0
-100%
建仓
MCHI
ISHARES TR
+$234.8K
3,565
清仓
SHEL
SHELL PLC
-$223.6K
0
-100%
减持
VDE
VANGUARD WORLD FD
+$223.1K
51,712
-2%
减持
XBI
SPDR SERIES TRUST
+$222.5K
13,338
-1%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$219.7K
6,940
+58%
减持
HELO
J P MORGAN EXCHANGE TRADED F
-$214.7K
34,777
-12%
清仓
TLH
ISHARES TR
-$212.6K
0
-100%
建仓
KRE
SPDR SERIES TRUST
+$208.9K
3,300
建仓
PHM
PULTE GROUP INC
+$206.5K
1,563
减持
COMT
ISHARES U S ETF TR
-$206.4K
141,593
-9%
建仓
VEU
VANGUARD INTL EQUITY INDEX F
+$206.2K
2,889
减持
BIL
SPDR SERIES TRUST
-$196.7K
4,325
-33%
清仓
ETV
EATON VANCE TAX-MANAGED BUY-
-$196.4K
0
-100%
减持
IBIT
ISHARES BITCOIN TRUST ETF
+$196.1K
177,322
-4%
增持
HWM
HOWMET AEROSPACE INC
+$181.4K
8,750
+6%
清仓
LOMA
LOMA NEGRA C I A S A MTN 14
-$143.1K
0
-100%
减持
COWZ
PACER FDS TR
-$142.6K
34,208
-11%
减持
VTWO
VANGUARD SCOTTSDALE FDS
+$136.5K
13,535
-1%
减持
GTO
INVESCO ACTIVELY MANAGED EXC
-$119.3K
11,992
-18%
增持
EFA
ISHARES TR
+$115.9K
5,875
+21%
增持
BSV
VANGUARD BD INDEX FDS
+$112.6K
13,644
+11%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$104.5K
18,657
-9%
减持
SCHD
SCHWAB STRATEGIC TR
+$104.4K
137,617
-0%
增持
INDA
ISHARES TR
-$102.9K
32,878
+1%
减持
BXSL
BLACKSTONE SECD LENDING FD
-$100.9K
10,630
-14%
增持
IAU
ISHARES GOLD TR
+$100.8K
8,875
+2%
减持
PDBC
INVESCO ACTVELY MNGD ETC FD
-$99.9K
165,716
-7%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$92.7K
28,039
+0%
减持
VRP
INVESCO EXCH TRADED FD TR II
+$79.6K
446,489
-0%
减持
AVGO
BROADCOM INC
+$78.9K
1,530
-1%
清仓
WULF
TERAWULF INC
-$70.4K
0
-100%
减持
ABBV
ABBVIE INC
+$66.4K
1,596
-2%
增持
AMD
ADVANCED MICRO DEVICES INC
+$65.6K
2,113
+9%
增持
UNH
UNITEDHEALTH GROUP INC
+$64.4K
1,164
+8%
减持
JPIE
J P MORGAN EXCHANGE TRADED F
-$56.4K
101,056
-1%
减持
IBB
ISHARES TR
+$56.4K
5,317
-5%
清仓
AUR
AURORA INNOVATION INC
-$52.4K
0
-100%
减持
IJR
ISHARES TR
+$46.0K
8,319
-4%
减持
COST
COSTCO WHSL CORP NEW
-$45.2K
287
-9%
减持
CALF
PACER FDS TR
+$43.0K
25,877
-5%
减持
COMB
GRANITESHARES ETF TR
+$41.0K
57,120
-0%
减持
VTV
VANGUARD INDEX FDS
-$39.6K
7,010
-8%
减持
EMB
ISHARES TR
-$38.0K
15,886
-5%
增持
CIBR
FIRST TR EXCHANGE TRADED FD
+$37.1K
3,710
+15%
减持
—
ROYAL CARIBBEAN GROUP
+$37.0K
3,938
-0%
减持
SBUX
STARBUCKS CORP
-$29.3K
2,907
-3%
减持
VDC
VANGUARD WORLD FD
-$28.4K
1,656
-5%
减持
VFH
VANGUARD WORLD FD
+$26.5K
11,888
-1%
减持
DIS
DISNEY WALT CO
-$24.7K
1,747
-4%
减持
WMT
WALMART INC
+$19.8K
5,593
-2%
减持
MUB
ISHARES TR
-$15.9K
4,897
-5%
减持
V
VISA INC
-$14.8K
1,054
-0%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$12.9K
6,755
-2%
减持
VTI
VANGUARD INDEX FDS
+$11.0K
2,623
-6%
增持
IGIB
ISHARES TR
+$6.2K
7,618
+0%
增持
FLBL
FRANKLIN TEMPLETON ETF TR
-$6.0K
31,381
+0%
减持
CVX
CHEVRON CORP NEW
-$4.9K
1,371
-10%
增持
LLY
ELI LILLY & CO
-$2.9K
312
+1%
减持
VHT
VANGUARD WORLD FD
+$2.7K
1,125
-3%
减持
XLB
SELECT SECTOR SPDR TR
+$2.3K
2,951
-1%
减持
BOND
PIMCO ETF TR
+$2.1K
3,172
-1%
增持
XNROX
NEUBERGER BERMAN REAL ESTATE
+$1.2K
12,119
+3%
