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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 123 项
建仓 10
增持 51
减持 53
清仓 9
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$242.5M
938,352
+1795%
增持
SPY
SPDR S&P 500 ETF TR
+$6.6M
264,460
+1%
建仓
NLR
VANECK ETF TRUST
+$6.2M
49,551
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
AAXJ
ISHARES TR
-$5.4M
4,004
-94%
减持
VDE
VANGUARD WORLD FD
-$4.2M
18,463
-64%
减持
IBIT
ISHARES BITCOIN TRUST ETF
-$4.1M
148,686
-16%
清仓
CRM
SALESFORCE INC
-$3.0M
0
-100%
增持
GLD
SPDR GOLD TR
+$2.8M
61,327
+1%
增持
XLV
SELECT SECTOR SPDR TR
+$1.9M
112,462
+1%
增持
XLE
SELECT SECTOR SPDR TR
-$1.7M
128,359
+54%
增持
XLK
SELECT SECTOR SPDR TR
+$1.7M
505,528
+100%
减持
GOOG
ALPHABET INC
+$1.4M
23,631
-4%
建仓
GBTC
GRAYSCALE BITCOIN TRUST ETF
+$1.4M
19,881
增持
IEMG
ISHARES INC
+$1.2M
85,199
+25%
减持
AMZN
AMAZON COM INC
+$1.1M
97,249
-0%
减持
META
META PLATFORMS INC
-$1.0M
5,848
-12%
增持
EZU
ISHARES INC
+$1.0M
290,221
+2%
增持
SHLD
GLOBAL X FDS
-$925.7K
205,907
+1%
减持
GOOGL
ALPHABET INC
+$895.8K
13,098
-1%
增持
XLF
SELECT SECTOR SPDR TR
+$823.4K
578,666
+1%
增持
XLU
SELECT SECTOR SPDR TR
-$784.4K
154,507
+83%
增持
INDA
ISHARES TR
+$759.6K
45,721
+39%
减持
COMT
ISHARES U S ETF TR
-$722.9K
123,677
-13%
减持
NVDA
NVIDIA CORPORATION
-$667.6K
19,180
-16%
减持
QQQ
INVESCO QQQ TR
+$578.9K
44,808
-0%
增持
MSFT
MICROSOFT CORP
-$533.0K
18,756
+1%
增持
SOXX
ISHARES TR
+$504.3K
11,301
+6%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$500.3K
54,389
-2%
建仓
EIS
ISHARES INC
+$458.3K
4,165
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$452.0K
10,715
-43%
建仓
TQQQ
PROSHARES TR
+$339.3K
6,436
建仓
IFRA
ISHARES TR
+$327.0K
6,215
建仓
SLV
ISHARES SILVER TR
+$293.1K
4,550
减持
HELO
J P MORGAN EXCHANGE TRADED F
-$281.7K
29,784
-14%
清仓
BXSL
BLACKSTONE SECD LENDING FD
-$277.1K
0
-100%
减持
XBI
SPDR SERIES TRUST
+$271.6K
13,189
-1%
清仓
SHY
ISHARES TR
-$271.3K
0
-100%
减持
VOO
VANGUARD INDEX FDS
+$270.1K
28,475
-1%
清仓
VNQ
VANGUARD INDEX FDS
-$268.8K
0
-100%
减持
ETHA
ISHARES ETHEREUM TR
-$267.5K
16,500
-18%
建仓
PATH
UIPATH INC
+$248.5K
15,160
清仓
SBUX
STARBUCKS CORP
-$245.9K
0
-100%
减持
ARKK
ARK ETF TR
-$235.9K
13,472
-9%
增持
BSV
VANGUARD BD INDEX FDS
+$235.5K
16,649
+22%
清仓
MCHI
ISHARES TR
-$234.8K
0
-100%
减持
PBDC
PUTNAM ETF TRUST
-$231.0K
128,400
-2%
减持
ITA
ISHARES TR
-$219.6K
17,748
-8%
建仓
GSG
ISHARES S&P GSCI COMMODITY-
+$207.5K
9,000
清仓
PHM
PULTE GROUP INC
-$206.5K
0
-100%
建仓
PBW
INVESCO EXCHANGE TRADED FD T
+$206.4K
6,758
清仓
DIS
DISNEY WALT CO
-$200.0K
0
-100%
减持
PDBC
INVESCO ACTVELY MNGD ETC FD
-$194.2K
153,310
-7%
减持
BABA
ALIBABA GROUP HLDG LTD
-$194.1K
4,887
-4%
减持
JFLX
J P MORGAN EXCHANGE TRADED F
-$192.9K
226,843
-2%
增持
—
ROYAL CARIBBEAN GROUP
-$175.6K
3,939
+0%
减持
XLC
SELECT SECTOR SPDR TR
-$132.3K
190,814
-0%
增持
EMB
ISHARES TR
+$128.9K
17,045
+7%
减持
HWM
HOWMET AEROSPACE INC
-$128.1K
7,750
-11%
增持
AMD
ADVANCED MICRO DEVICES INC
+$128.0K
2,194
+4%
减持
VB
VANGUARD INDEX FDS
+$126.0K
36,224
-0%
增持
—
ASML HOLDING N V
+$124.1K
382
+30%
减持
TSLA
TESLA INC
-$117.1K
11,811
-3%
增持
VRP
INVESCO EXCH TRADED FD TR II
-$116.0K
448,511
+0%
减持
SMH
VANECK ETF TRUST
+$108.3K
5,004
-4%
增持
IWM
ISHARES TR
+$107.0K
23,694
+0%
减持
PAVE
GLOBAL X FDS
+$88.1K
603,680
-0%
减持
IBB
ISHARES TR
+$87.5K
5,067
-5%
减持
LLY
ELI LILLY & CO
+$85.4K
301
-4%
增持
XLY
SELECT SECTOR SPDR TR
+$85.0K
34,562
+105%
清仓
JPC
NUVEEN PFD & INCOME OPPORTUN
-$83.3K
0
-100%
增持
AVGO
BROADCOM INC
+$82.6K
1,697
+11%
增持
IAU
ISHARES GOLD TR
+$74.7K
8,877
+0%
减持
VGT
VANGUARD WORLD FD
-$68.7K
6,567
-2%
增持
VTI
VANGUARD INDEX FDS
+$68.2K
2,771
+6%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$66.3K
15,901
-1%
减持
BOND
PIMCO ETF TR
-$59.1K
2,546
-20%
减持
COMB
GRANITESHARES ETF TR
-$57.7K
56,255
-2%
减持
VDC
VANGUARD WORLD FD
-$54.4K
1,418
-14%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$53.0K
500
-16%
增持
LQD
ISHARES TR
+$51.8K
20,850
+3%
增持
C
CITIGROUP INC
+$48.1K
3,083
+0%
减持
V
VISA INC
-$47.0K
892
-15%
增持
SSO
PROSHARES TR
+$46.4K
23,126
+101%
减持
JPIE
J P MORGAN EXCHANGE TRADED F
-$45.9K
100,326
-1%
增持
HOOD
ROBINHOOD MKTS INC
-$44.0K
1,916
+5%
减持
FLBL
FRANKLIN TEMPLETON ETF TR
-$41.2K
30,428
-3%
减持
IWB
ISHARES TR
-$41.1K
579
-18%
增持
SCHD
SCHWAB STRATEGIC TR
+$39.3K
138,398
+1%
增持
XLP
SELECT SECTOR SPDR TR
+$37.5K
135,854
+1%
增持
—
IREN LIMITED
-$36.8K
29,835
+20%
增持
IVW
ISHARES TR
+$34.6K
10,300
+1%
减持
GS
GOLDMAN SACHS GROUP INC
-$32.9K
1,143
-12%
减持
CALF
PACER FDS TR
-$31.9K
24,817
-4%
增持
EFA
ISHARES TR
+$31.1K
6,036
+3%
减持
GRNY
TIDAL TRUST I
-$29.3K
36,090
-2%
增持
UBER
UBER TECHNOLOGIES INC
-$28.1K
2,787
+7%
增持
EEM
ISHARES TR
+$27.2K
20,697
+0%
增持
VFH
VANGUARD WORLD FD
+$26.8K
11,889
+0%
减持
CIBR
FIRST TR EXCHANGE TRADED FD
-$23.7K
3,615
-3%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$23.1K
28,140
+0%
增持
SHOP
SHOPIFY INC
+$22.8K
1,714
+1%
减持
UNH
UNITEDHEALTH GROUP INC
-$21.0K
1,154
-1%
减持
MS
MORGAN STANLEY
-$19.1K
1,179
-18%
增持
ACWI
ISHARES TR
+$19.0K
5,457
+0%
减持
XAR
SPDR SERIES TRUST
+$17.4K
5,395
-1%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$15.0K
6,719
-1%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$14.0K
491
-1%
增持
IJR
ISHARES TR
+$13.8K
8,340
+0%
增持
GTO
INVESCO ACTIVELY MANAGED EXC
+$13.5K
12,300
+3%
减持
IVES
WEDBUSH SER TR
-$11.1K
11,030
-2%
增持
XLI
SELECT SECTOR SPDR TR
+$9.4K
1,733
+3%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$7.4K
2,903
+0%
建仓
—
VS MEDIA HOLDINGS LTD.
+$4.3K
43,000
减持
PM
PHILIP MORRIS INTL INC
-$3.9K
2,061
-0%
增持
MA
MASTERCARD INCORPORATED
+$3.8K
465
+1%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$3.8K
8,361
+2%
减持
RSP
INVESCO EXCHANGE TRADED FD T
+$3.6K
19,266
-1%
增持
XLB
SELECT SECTOR SPDR TR
+$3.2K
5,902
+100%
增持
XNROX
NEUBERGER REAL ESTATE
-$1.9K
12,238
+1%
增持
ABBV
ABBVIE INC
-$1.9K
1,609
+1%
增持
IGIB
ISHARES TR
-$1.5K
7,619
+0%
减持
JPM
JPMORGAN CHASE & CO.
+$1.3K
6,365
-2%
增持
BIL
SPDR SERIES TRUST
-$1.1K
4,331
+0%
