EP
Evolve Private Wealth, LLC
分散型投资策略趋势追踪型行业集中型
申报总市值
US$18.7亿
申报季度: 2026-03-31 · 持股只数: 994
EVOLVE PRIVATE WEALTH, LLC在最新一期 13F 报告中披露了 994 项持股，申报期为 2026-03-31，总持股市值约为 US$18.7亿，季度换手率为 27.4%。
机构性格雪花图
- 集中度
- 3.95
- 持仓稳定性
- 27.43
- 动能／逆势
- 100
- 行业集中度
- 66.66
- 多样化
- 100
- 仓位均衡度
- 70.29
近期动向
减仓 BND
-17.4% -US$765.5万
加仓 SGOV
+27.1% US$1803.5万
减仓 TSLA
-25.6% -US$650.6万
加仓 IVV
+185.4% US$778.6万
加仓 VUG
+895.7% US$565.3万
减仓 AAPL
+10.8% US$254.0万
持仓地图
新建仓加仓不变减仓
前十大持股占比
本季完整持股清单
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公债 | 4.48% | +0.58% | +27.08% | |
| 2 | AAPL | Apple INC | 股票-科技 | 4.07% | -0.29% | +10.82% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 2.63% | -0.14% | +12.80% | |
| 4 | BOND | Pimco Active Bond Exchange-t | ETF-其他 | 2.60% | +0.02% | +12.85% | |
| 5 | HTRB | Hartford Ttl Rtrn Bnd ETF | ETF-其他 | 2.55% | -0.04% | +11.55% | |
| 6 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 2.30% | — | -1.95% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 1.94% | — | +25.79% | |
| 8 | VCRB | Vanguard Core Bond ETF | ETF-其他 | 1.93% | +1.93% | NEW | |
| 9 | BND | Vanguard Total Bond Market | ETF-其他 | 1.88% | -0.66% | -17.42% | |
| 10 | ISCF | Ishares International Small | ETF-其他 | 1.45% | — | +5.03% | |
| 11 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.45% | — | +4.78% | |
| 12 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.27% | — | +11.41% | |
| 13 | EMGF | Ishares Emerging Markets Equ | ETF-新兴市场 | 1.17% | — | +4.00% | |
| 14 | IAU | Ishares Gold Trust | ETF-避险与商品 | 1.13% | — | -7.60% | |
| 15 | CGCP | Cap Group Core Plus Income | ETF-其他 | 1.10% | +0.08% | +20.80% | |
| 16 | AVGO | Broadcom INC | 股票-科技 | 1.05% | — | +8.98% | |
| 17 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.87% | — | +10.33% | |
| 18 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.82% | +0.26% | +71.47% | |
| 19 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.77% | — | +19.01% | |
| 20 | MFEM | Pimco Rafi Dynamic Multi-fac | ETF-其他 | 0.75% | — | +2.11% | |
| 21 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.73% | -0.22% | -6.67% | |
| 22 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.69% | +0.10% | +24.08% | |
| 23 | XOM | Exxon Mobil CORP | 股票-能源 | 0.66% | +0.18% | +8.69% | |
| 24 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.66% | +0.39% | +185.43% | |
| 25 | SMLF | Ishares US Smallcap Equity F | ETF-其他 | 0.59% | — | -1.88% | |
| 26 | GM | General Motors Co | 股票-周期性消费 | 0.57% | -0.20% | -10.33% | |
| 27 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.56% | +0.06% | +5.73% | |
| 28 | TSLA | Tesla INC | 股票-周期性消费 | 0.55% | -0.45% | -25.63% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.54% | — | +12.65% | |
| 30 | WMT | Walmart INC | 股票-非周期性消费 | 0.52% | — | -11.45% | |
| 31 | LRCX | Lam Research CORP | 股票-科技 | 0.46% | — | -3.73% | |
| 32 | TAFI | AB Tax Aware Short Dur Muni | ETF-其他 | 0.43% | +0.43% | NEW | |
| 33 | LRGF | Ishares US Equity Factor ETF | ETF-其他 | 0.42% | — | -1.18% | |
| 34 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.41% | — | +7.21% | |
| 35 | UTHR | United Therapeutics CORP | 股票-医疗保健 | 0.41% | — | -7.90% | |
| 36 | IBM | Intl Business Machines CORP | 股票-科技 | 0.41% | — | +4.12% | |
| 37 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.39% | — | +44.73% | |
| 38 | VPLS | Vanguard Core-plus Bond ETF | ETF-其他 | 0.39% | +0.39% | NEW | |
| 39 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.39% | — | -21.40% | |
| 40 | KLAC | Kla CORP | 股票-科技 | 0.38% | — | -15.15% | |
| 41 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 0.36% | — | +12.24% | |
| 42 | CSCO | Cisco Systems INC | 股票-科技 | 0.36% | — | +6.69% | |
| 43 | COF | Capital One Financial CORP | 股票-金融 | 0.36% | -0.27% | -15.38% | |
| 44 | JBL | Jabil INC | 股票-科技 | 0.35% | — | -14.85% | |
| 45 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 0.34% | — | -1.79% | |
| 46 | VUG | Vanguard Growth ETF | ETF-其他 | 0.34% | +0.30% | +895.70% | |
| 47 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.34% | — | +1.37% | |
| 48 | AXP | American Express Co | 股票-金融 | 0.33% | — | +4.60% | |
| 49 | CGGR | Cap Group Growth Equity | ETF-其他 | 0.33% | — | -1.68% | |
| 50 | BINV | Brandes International ETF | ETF-其他 | 0.32% | — | -2.52% |
1–50 of 994
申报总市值趋势
行业配置
历年行业分布趋势
季度历史总览
本季持股变动
Evolve Private Wealth, LLC 在 2026-03-31 最显著的持仓异动： 新建仓: Vanguard Core Bond ETF (VCRB); 新建仓: AB Tax Aware Short Dur Muni (TAFI); 新建仓: Vanguard Core-plus Bond ETF (VPLS); 清仓: Guess? INC (GU9); 新建仓: Vanguard Mega Cap Growth ETF (MGK).
FAQ
Evolve Private Wealth, LLC 是什么机构？属于哪种投资人类型？
Evolve Private Wealth, LLC 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-03-31），该机构追踪的股票投资组合估值约为 US$18.7亿，分布在 994 个已申报仓位之中。
Evolve Private Wealth, LLC 目前前几大持股有哪些？
根据最新 13F 申报，Evolve Private Wealth, LLC 按市值排列的前几大持股为：
1. Ishares 0-3 Month Treasury B (SGOV) — US$8376.7万 (4.5%)
2. Apple INC (AAPL) — US$7609.8万 (4.1%)
3. Nvidia CORP (NVDA) — US$4922.1万 (2.6%)
4. Pimco Active Bond Exchange-t (BOND) — US$4858.8万 (2.6%)
5. Hartford Ttl Rtrn Bnd ETF (HTRB) — US$4777.3万 (2.5%)
Evolve Private Wealth, LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Evolve Private Wealth, LLC 共进行了 50 项显著调整：新建仓 14 个仓位、加仓 22 个既有持股、减仓 12 个仓位，并完全清仓 2 个持股。 其中幅度最大的异动：新建仓: Vanguard Core Bond ETF (VCRB); 新建仓: AB Tax Aware Short Dur Muni (TAFI); 新建仓: Vanguard Core-plus Bond ETF (VPLS); 清仓: Guess? INC (GU9); 新建仓: Vanguard Mega Cap Growth ETF (MGK)
Evolve Private Wealth, LLC 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，Evolve Private Wealth, LLC 的主要板块分布如下：
• Information Technology: 41.2%
• Communication Services: 11.9%
• Financials: 10.7%
• Health Care: 10.0%
• Consumer Discretionary: 9.7%
• Industrials: 5.5%
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