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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 134 项
建仓 20
增持 72
减持 32
清仓 10
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
-$16.4M
940,410
+0%
减持
XLP
SELECT SECTOR SPDR TR
-$6.7M
46,980
-65%
增持
GLD
SPDR GOLD TR
+$5.9M
70,286
+15%
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
XLK
SELECT SECTOR SPDR TR
-$4.5M
513,535
+2%
增持
SPY
STATE STR SPDR S&P 500 ETF T
-$3.9M
271,320
+3%
增持
XLY
SELECT SECTOR SPDR TR
+$3.6M
70,559
+104%
增持
INDA
ISHARES TR
+$3.5M
126,670
+177%
建仓
MSTR
STRATEGY INC
+$3.1M
25,127
减持
SCHD
SCHWAB STRATEGIC TR
-$2.2M
51,788
-63%
增持
PAVE
GLOBAL X FDS
+$1.9M
606,022
+0%
增持
AMZN
AMAZON COM INC
-$1.8M
99,199
+2%
增持
PLTR
PALANTIR TECHNOLOGIES INC
-$1.5M
56,016
+3%
增持
QQQ
INVESCO QQQ TR
-$1.5M
45,157
+1%
增持
SHLD
GLOBAL X FDS
+$1.4M
208,314
+1%
增持
—
IREN LIMITED
+$1.4M
72,845
+144%
增持
XLF
SELECT SECTOR SPDR TR
+$1.2M
666,678
+15%
增持
XLC
SELECT SECTOR SPDR TR
+$1.2M
213,226
+12%
增持
MSFT
MICROSOFT CORP
-$1.2M
21,392
+14%
增持
IBIT
ISHARES BITCOIN TRUST ETF
-$1.0M
165,570
+11%
增持
XLU
SELECT SECTOR SPDR TR
+$1.0M
165,653
+7%
建仓
SPXL
DIREXION SHARES ETF TRUST
+$967.0K
5,230
增持
TSLA
TESLA INC
-$899.3K
11,869
+0%
减持
GOOG
ALPHABET INC
-$895.0K
22,731
-4%
建仓
AA
ALCOA CORP
+$864.2K
3,750
减持
HWM
HOWMET AEROSPACE INC
-$667.1K
4,000
-48%
增持
NVDA
NVIDIA CORPORATION
+$658.4K
24,286
+27%
增持
NLR
VANECK ETF TRUST
+$648.2K
51,073
+3%
增持
AVGO
BROADCOM INC
+$587.6K
3,796
+124%
建仓
MU
MICRON TECHNOLOGY INC
+$579.7K
1,716
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$552.0K
22,106
+15%
增持
XLV
SELECT SECTOR SPDR TR
-$523.4K
115,176
+2%
增持
INTC
INTEL CORP
+$501.5K
25,970
+49%
增持
BSV
VANGUARD BD INDEX FDS
+$492.0K
23,009
+38%
减持
PBDC
PUTNAM ETF TRUST
-$479.6K
125,070
-3%
减持
VGT
VANGUARD WORLD FD
-$479.1K
6,408
-2%
增持
TQQQ
PROSHARES TR
+$477.8K
19,604
+205%
清仓
IWD
ISHARES TR
-$441.3K
0
-100%
清仓
VEA
VANGUARD TAX-MANAGED FDS
-$419.7K
0
-100%
增持
IEMG
ISHARES INC
+$402.0K
87,873
+3%
清仓
UNH
UNITEDHEALTH GROUP INC
-$380.9K
0
-100%
建仓
AMAT
APPLIED MATLS INC
+$374.3K
1,095
增持
GOOGL
ALPHABET INC
+$358.9K
15,505
+18%
建仓
TXN
TEXAS INSTRS INC
+$347.5K
1,790
建仓
PFE
PFIZER INC
+$342.9K
12,210
清仓
WGS
GENEDX HOLDINGS CORP
-$342.3K
0
-100%
增持
VRP
INVESCO EXCH TRADED FD TR II
+$341.4K
469,296
+5%
建仓
IRE
TIDAL TRUST II
+$325.3K
24,929
增持
SOXX
ISHARES TR
+$313.7K
11,309
+0%
建仓
CRM
SALESFORCE INC
+$307.1K
1,645
增持
VB
VANGUARD INDEX FDS
+$307.0K
36,847
+2%
减持
PDBC
INVESCO ACTVELY MNGD ETC FD
+$305.4K
134,918
-12%
增持
ITA
ISHARES TR
+$288.6K
18,738
+6%
减持
XLE
SELECT SECTOR SPDR TR
+$271.7K
98,116
-24%
减持
IWF
ISHARES TR
-$266.8K
784
-38%
清仓
CIBR
FIRST TR EXCHANGE TRADED FD
-$258.3K
0
-100%
建仓
—
EXXON MOBIL CORP
+$251.8K
1,484
增持
VOO
VANGUARD INDEX FDS
-$244.3K
29,476
+4%
增持
IGIB
ISHARES TR
+$244.1K
12,301
+61%
增持
META
META PLATFORMS INC
+$240.3K
7,167
+23%
建仓
CAT
CATERPILLAR INC
+$238.8K
337
减持
HELO
J P MORGAN EXCHANGE TRADED F
-$234.9K
27,287
-8%
增持
IFRA
ISHARES TR
+$231.5K
9,765
+57%
清仓
CRWD
CROWDSTRIKE HLDGS INC
-$230.2K
0
-100%
减持
IVW
ISHARES TR
-$222.7K
9,256
-10%
清仓
FDN
FIRST TR EXCHANGE-TRADED FD
-$217.2K
0
-100%
清仓
HOOD
ROBINHOOD MKTS INC
-$216.7K
0
-100%
建仓
AMLP
ALPS ETF TR
+$213.2K
4,050
建仓
MLPA
GLOBAL X FDS
+$212.8K
3,950
建仓
APP
APPLOVIN CORP
+$211.3K
531
建仓
ANET
ARISTA NETWORKS INC
+$209.3K
1,705
清仓
MS
MORGAN STANLEY
-$209.3K
0
-100%
建仓
CRWV
COREWEAVE INC
+$207.6K
2,680
建仓
VIG
VANGUARD SPECIALIZED FUNDS
+$207.3K
964
建仓
GEV
GE VERNOVA INC
+$205.1K
235
增持
IAU
ISHARES GOLD TR
+$204.9K
10,497
+18%
建仓
VGSH
VANGUARD SCOTTSDALE FDS
+$200.9K
3,431
建仓
GLW
CORNING INC
+$200.4K
1,474
增持
EFA
ISHARES TR
+$196.0K
7,986
+32%
增持
BND
VANGUARD BD INDEX FDS
+$190.8K
24,498
+12%
增持
VTV
VANGUARD INDEX FDS
+$171.3K
7,697
+10%
减持
VDE
VANGUARD WORLD FD
-$164.5K
12,485
-32%
减持
VTEB
VANGUARD MUN BD FDS
-$140.0K
30,273
-8%
增持
SSO
PROSHARES TR
-$139.3K
23,134
+0%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$137.6K
16,392
+3%
增持
AMD
ADVANCED MICRO DEVICES INC
+$137.0K
2,983
+36%
增持
IWM
ISHARES TR
+$130.5K
24,045
+1%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$119.4K
8,715
-19%
减持
LLY
ELI LILLY & CO
-$112.9K
229
-24%
减持
BABA
ALIBABA GROUP HLDG LTD
-$112.6K
4,812
-2%
增持
XLI
SELECT SECTOR SPDR TR
+$91.2K
2,226
+28%
增持
CVX
CHEVRON CORPORATION
+$91.1K
1,450
+6%
增持
ETHA
ISHARES ETHEREUM TR
-$87.8K
17,830
+8%
减持
IVES
WEDBUSH SER TR
-$82.7K
9,375
-15%
减持
GRNY
TIDAL TRUST I
-$80.8K
34,050
-6%
增持
EZU
ISHARES INC
+$79.4K
298,258
+3%
增持
PATH
UIPATH INC
-$68.2K
16,240
+7%
减持
COWZ
PACER FDS TR
+$67.1K
33,978
-1%
增持
SLV
ISHARES SILVER TR
+$66.0K
5,270
+16%
减持
VTWO
VANGUARD SCOTTSDALE FDS
-$64.4K
12,804
-5%
减持
EMB
ISHARES TR
-$64.2K
16,788
-2%
增持
C
CITIGROUP INC
+$63.7K
3,734
+21%
减持
XAR
SPDR SERIES TRUST
+$54.8K
5,340
-1%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$50.9K
9,257
+11%
减持
V
VISA INC
-$49.6K
871
-2%
增持
VUG
VANGUARD INDEX FDS
-$46.6K
2,558
+7%
增持
JFLX
J P MORGAN EXCHANGE TRADED F
-$46.1K
228,423
+1%
减持
IJR
ISHARES TR
-$45.9K
7,694
-8%
增持
AAXJ
ISHARES TR
+$44.8K
4,338
+8%
减持
ABBV
ABBVIE INC
-$44.6K
1,486
-8%
增持
EIS
ISHARES INC
+$44.2K
4,330
+4%
增持
GTO
INVESCO ACTIVELY MANAGED EXC
+$43.2K
13,377
+9%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$38.2K
3,352
+15%
增持
XLB
SELECT SECTOR SPDR TR
+$37.9K
6,114
+4%
减持
BIL
SPDR SERIES TRUST
-$35.8K
3,928
-9%
减持
MA
MASTERCARD INCORPORATED
-$35.6K
460
-1%
增持
URA
GLOBAL X FDS
+$34.9K
5,450
+2%
增持
GE
GE AEROSPACE
-$29.9K
1,308
+0%
减持
BOND
PIMCO ETF TR
-$27.9K
2,266
-11%
减持
UBER
UBER TECHNOLOGIES INC
-$27.3K
2,786
-0%
增持
PM
PHILIP MORRIS INTL INC
+$26.1K
2,157
+5%
增持
MUB
ISHARES TR
+$23.6K
5,164
+5%
增持
SHOP
SHOPIFY INC
+$23.1K
2,521
+47%
增持
JPIE
J P MORGAN EXCHANGE TRADED F
-$19.1K
100,391
+0%
减持
SMH
VANECK ETF TRUST
+$16.8K
4,744
-5%
减持
VDC
VANGUARD WORLD FD
-$14.8K
1,268
-11%
减持
COMT
ISHARES U S ETF TR
+$13.6K
91,466
-26%
增持
FLBL
FRANKLIN TEMPLETON ETF TR
-$12.4K
30,444
+0%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$10.8K
29,660
+5%
增持
VCR
VANGUARD WORLD FD
-$8.6K
1,375
+8%
增持
VGK
VANGUARD INTL EQUITY INDEX F
-$5.9K
7,313
+0%
增持
LQD
ISHARES TR
+$5.2K
21,128
+1%
清仓
—
VS MEDIA HOLDINGS LTD.
-$4.3K
0
-100%
增持
MAGS
LISTED FDS TR
+$4.1K
5,937
+15%
增持
IEF
ISHARES TR
-$2.9K
4,032
+0%
