小隐寺数据中心API 小隐寺主站

EVOLUTION WEALTH MANAGEMENT INC. 13F 持仓明细(2026-03-31) · 小隐寺数据中心

EVOLUTION WEALTH MANAGEMENT INC.

报告期 2026-03-31 · CIK 0002010029

持仓数

852

前50大市值合计

$95.0M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

SPYM SPDR SERIES TRUST

STATE STREET SPD

$8.2M

107,308

8.6%

SFLR INNOVATOR ETFS TRUST

QUITY MANAGD FLR

$8.0M

224,896

8.4%

PSFF PACER FDS TR

SWAN SOS FD OF

$7.7M

241,755

8.2%

SPD SIMPLIFY EXCHANGE TRADED FUN

US EQT PLS DWNSD

$4.8M

130,790

5.0%

SPYC SIMPLIFY EXCHANGE TRADED FUN

US EQT PLS CNVEX

$4.1M

102,699

4.3%

OVB LISTED FDS TR

SHARES CORE BD

$3.7M

177,905

3.8%

SPBW AIM ETF PRODUCTS TRUST

ALLIANZIM BUFFER

$3.4M

125,237

3.6%

QQQM INVESCO EXCH TRADED FD TR II

NASDAQ 100 ETF

$3.2M

13,258

3.3%

AGGH SIMPLIFY EXCHANGE TRADED FUN

AGGREGATE BOND E

$2.8M

136,124

2.9%

SPMO INVESCO EXCH TRADED FD TR II

S&P 500 MOMNTM

$2.7M

24,169

2.9%

VOO VANGUARD INDEX FDS

S&P 500 ETF SHS

$2.7M

4,460

2.8%

EFV ISHARES TR

EAFE VALUE ETF

$2.4M

31,768

2.5%

HEQT SIMPLIFY EXCHANGE TRADED FUN

HEDGED EQUITY

$2.4M

74,730

2.5%

EFG ISHARES TR

EAFE GRWTH ETF

$2.2M

19,764

2.3%

IVV ISHARES TR

CORE S&P500 ETF

$2.2M

3,329

2.3%

OVL LISTED FDS TR

SHARES LAG CAP

$2.1M

42,043

2.2%

NVDA NVIDIA CORPORATION

COM

$1.9M

10,903

2.0%

VTHR VANGUARD SCOTTSDALE FDS

VNG RUS3000IDX

$1.7M

5,802

1.8%

DBEF DBX ETF TR

XTRACK MSCI EAFE

$1.5M

30,871

1.6%

SGOV ISHARES TR

0-3 MNTH TREASRY

$1.5M

15,136

1.6%

PSTP INNOVATOR ETFS TRUST

POWER BUFFER SET

$1.5M

43,392

1.6%

SCHX SCHWAB STRATEGIC TR

US LRG CAP ETF

$1.5M

57,838

1.6%

AAPL APPLE INC

COM

$1.5M

5,782

1.5%

HYS PIMCO ETF TR

0-5 HIGH YIELD

$1.4M

14,811

1.5%

MSFT MICROSOFT CORP

COM

$1.2M

3,367

1.3%

QUAL ISHARES TR

MSCI USA QLT FCT

$1.2M

6,240

1.3%

DYNF BLACKROCK ETF TRUST

ISHARES US EQUIT

$1.1M

18,996

1.2%

QQQ INVESCO QQQ TR

UNIT SER 1

$1.1M

1,883

1.1%

QFLR INNOVATOR ETFS TRUST

NASDAQ 100 MANA

$1.0M

31,287

1.1%

VUG VANGUARD INDEX FDS

GROWTH ETF

$985.0K

2,255

1.0%

AVLV AMERICAN CENTY ETF TR

US LARGE CAP VLU

$979.0K

12,145

1.0%

SCHD SCHWAB STRATEGIC TR

US DIVIDEND EQ

$947.8K

30,894

1.0%

XLG INVESCO EXCHANGE TRADED FD T

S&P 500 TOP 50

$891.9K

16,350

0.9%

IFRA ISHARES TR

US INFRASTRUC

$890.8K

15,573

0.9%

IVW ISHARES TR

S&P 500 GRWT ETF

$862.1K

7,622

0.9%

DMAY FIRST TR EXCHNG TRADED FD VI

FT VEST US EQT

$822.8K

18,313

0.9%

AMZN AMAZON COM INC

COM

$810.0K

3,889

0.9%

DOCT FIRST TR EXCHNG TRADED FD VI

FT VEST UQ EQT

$693.6K

15,972

0.7%

SPY STATE STR SPDR S&P 500 ETF T

TR UNIT

$666.6K

1,025

0.7%

DDWM WISDOMTREE TR

DYNAMIC INTL EQT

$655.0K

14,849

0.7%

DTD WISDOMTREE TR

US TOTAL DIVIDND

$619.7K

7,176

0.7%

OVT LISTED FDS TR

OVERLAY SHS SHRT

$593.3K

27,081

0.6%

XLSR SSGA ACTIVE TR

STATE STREET US

$584.6K

10,124

0.6%

GOOGL ALPHABET INC

CAP STK CL A

$579.7K

2,016

0.6%

VTI VANGUARD INDEX FDS

TOTAL STK MKT

$531.6K

1,657

0.6%

GLD SPDR GOLD TR

GOLD SHS

$516.3K

1,200

0.5%

DJUL FIRST TR EXCHNG TRADED FD VI

FT VEST US EQT

$495.5K

10,602

0.5%

SPDW SPDR INDEX SHS FDS

STATE STREET SPD

$490.1K

10,735

0.5%

DJAN FIRST TR EXCHNG TRADED FD VI

FT VEST US

$488.2K

11,479

0.5%

ACII INNOVATOR ETFS TRUST

INDEX AUTOCALLAB

$487.2K

19,427

0.5%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

38%前 6 大占比

SPYM8.6%SFLR8.4%PSFF8.2%SPD5.0%SPYC4.3%OVB3.8%