Evolution Wealth Advisors, LLC
- SEC CIK
- 0001763121
- 最新申報
- 2026/7/29
2021 年第 1 季持倉
持倉截至 2021/3/31,2021/4/20 申報。只含多頭部位。
- 持股檔數
- 640
- 2020 年第 4 季沒有 13F 資料
- 總值
- $4.48 億
- 2020 年第 4 季沒有 13F 資料
Livermore 的 13F 資料從 2021 年第 1 季開始,這一季沒有前一季可以比較,所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| MKTXMarketaxess Holdings Inc | COM | 246 | $12.2 萬 | <0.1% | – | – | 歷史 |
| LLYEli Lilly & Co | Stock | 672 | $12.6 萬 | <0.1% | – | – | 歷史 |
| ABTAbbott Laboratories | Stock | 1,051 | $12.6 萬 | <0.1% | – | – | 歷史 |
| WisdomTree Tr97717X701 | EUROPE HEDGED EQ | 1,753 | $12.8 萬 | <0.1% | – | – | – |
| AVGOBroadcom Inc. | Stock | 282 | $13.1 萬 | <0.1% | – | – | 歷史 |
| Vanguard Consumer Staples ETF92204A207 | ETF | 740 | $13.2 萬 | <0.1% | – | – | – |
| PLANAnaplan, Inc. | COM | 2,534 | $13.6 萬 | <0.1% | – | – | 歷史 |
| LOMALoma Negra Compania Industrial Argentina Sociedad Anonima | SPONSORED ADS | 21,518 | $13.6 萬 | <0.1% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 453 | $13.8 萬 | <0.1% | – | – | 歷史 |
| UBERUber Technologies, Inc | Stock | 2,576 | $14.0 萬 | <0.1% | – | – | 歷史 |
| PIMCO Active Bond Exchange-Traded Fund72201R775 | ETF | 1,287 | $14.1 萬 | <0.1% | – | – | – |
| TTDTrade Desk, Inc. | Stock | 217 | $14.1 萬 | <0.1% | – | – | 歷史 |
| RNGRingCentral, Inc. | CL A | 476 | $14.2 萬 | <0.1% | – | – | 歷史 |
| BACBank of America Corp | Stock | 3,700 | $14.3 萬 | <0.1% | – | – | 歷史 |
| MAMastercard Inc | Stock | 407 | $14.5 萬 | <0.1% | – | – | 歷史 |
| ABBVAbbVie Inc. | Stock | 1,341 | $14.5 萬 | <0.1% | – | – | 歷史 |
| AYXAlteryx, Inc. | COM CL A | 1,752 | $14.5 萬 | <0.1% | – | – | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 461 | $15.2 萬 | <0.1% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 929 | $15.3 萬 | <0.1% | – | – | 歷史 |
| AVLRAvalara, Inc. | COM | 1,150 | $15.3 萬 | <0.1% | – | – | 歷史 |
| CCLCarnival Corp Ltd. | UNIT 99/99/9999 | 5,763 | $15.3 萬 | <0.1% | – | – | 歷史 |
| GMGeneral Motors Co | COM | 2,697 | $15.5 萬 | <0.1% | – | – | 歷史 |
| QCOMQualcomm Inc | Stock | 1,189 | $15.8 萬 | <0.1% | – | – | 歷史 |
| MCDMcDonalds Corp | Stock | 712 | $16.0 萬 | <0.1% | – | – | 歷史 |
| NKENIKE, Inc. | Stock | 1,232 | $16.4 萬 | <0.1% | – | – | 歷史 |
| Swedish Expt CR Corp870297603 | ROG AGRI ETN22 | 24,420 | $17.0 萬 | <0.1% | – | – | – |
| LYFTLyft, Inc. | CL A COM | 2,710 | $17.1 萬 | <0.1% | – | – | 歷史 |
| MRKMerck & Co., Inc. | Stock | 2,295 | $17.7 萬 | <0.1% | – | – | 歷史 |
| iShares Inc464286400 | MSCI BRAZIL ETF | 5,500 | $18.4 萬 | <0.1% | – | – | – |
| SABRSabre Corp | COM | 12,835 | $19.0 萬 | <0.1% | – | – | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 524 | $19.5 萬 | <0.1% | – | – | 歷史 |
| iShares Inc464286533 | MSCI EMERG MRKT | 3,265 | $20.6 萬 | <0.1% | – | – | – |
| iShares Tr464288257 | MSCI ACWI ETF | 2,160 | $20.6 萬 | <0.1% | – | – | – |
| Amplify ETF Tr032108888 | BLACKSWAN GRWT | 6,525 | $20.9 萬 | <0.1% | – | – | – |
| PYPLPayPal Holdings, Inc. | Stock | 867 | $21.1 萬 | <0.1% | – | – | 歷史 |
| WDAYWorkday, Inc. | CL A | 849 | $21.1 萬 | <0.1% | – | – | 歷史 |
| TERTeradyne, Inc | Stock | 1,776 | $21.6 萬 | <0.1% | – | – | 歷史 |
| TWLOTwilio Inc | CL A | 647 | $22.0 萬 | <0.1% | – | – | 歷史 |
| ADSKAutodesk, Inc. | COM | 797 | $22.1 萬 | <0.1% | – | – | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 688 | $22.5 萬 | 0.1% | – | – | 歷史 |
| PAYCPaycom Software, Inc. | Stock | 615 | $22.8 萬 | 0.1% | – | – | 歷史 |
| iShares Tr464287796 | U.S. ENERGY ETF | 8,705 | $22.8 萬 | 0.1% | – | – | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 2,040 | $23.2 萬 | 0.1% | – | – | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 895 | $23.3 萬 | 0.1% | – | – | – |
| ANETArista Networks, Inc. | COM | 783 | $23.6 萬 | 0.1% | – | – | 歷史 |
| MCHPMicrochip Technology Inc | Stock | 1,547 | $24.0 萬 | 0.1% | – | – | 歷史 |
| WMTWalmart Inc. | Stock | 1,800 | $24.4 萬 | 0.1% | – | – | 歷史 |
| PHMPultegroup Inc | COM | 4,708 | $24.7 萬 | 0.1% | – | – | 歷史 |
| SBUXStarbucks Corp | Stock | 2,452 | $26.8 萬 | 0.1% | – | – | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 116 | $27.0 萬 | 0.1% | – | – | 歷史 |
| GPNGlobal Payments Inc | Stock | 1,384 | $27.9 萬 | 0.1% | – | – | 歷史 |
| Invesco Exch Traded FD Tr II46138E784 | EMRNG MKT SVRG | 10,470 | $28.0 萬 | 0.1% | – | – | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 2,630 | $28.5 萬 | 0.1% | – | – | – |
| SHOPShopify Inc. | Stock | 271 | $30.0 萬 | 0.1% | – | – | 歷史 |
| COSTCostco Wholesale Corp | Stock | 861 | $30.3 萬 | 0.1% | – | – | 歷史 |
| BMEZBlackRock Health Sciences Term Trust | COM SHS | 12,500 | $32.9 萬 | 0.1% | – | – | 歷史 |
| Vanguard Communication Services ETF92204A884 | ETF | 2,625 | $34.1 萬 | 0.1% | – | – | – |
| AMDAdvanced Micro Devices Inc | Stock | 4,505 | $35.4 萬 | 0.1% | – | – | 歷史 |
| BABoeing Co | Stock | 1,560 | $39.7 萬 | 0.1% | – | – | 歷史 |
| LRCXLam Research Corp | COM | 682 | $40.6 萬 | 0.1% | – | – | 歷史 |
| NXPINXP Semiconductors N.V. | COM | 2,202 | $44.3 萬 | 0.1% | – | – | 歷史 |
| PENNPENN Entertainment, Inc. | COM | 4,320 | $45.3 萬 | 0.1% | – | – | 歷史 |
| BRF SA10552T107 | SPONSORED ADR | 105,751 | $47.5 萬 | 0.1% | – | – | – |
| NFLXNetflix Inc | Stock | 935 | $48.8 萬 | 0.1% | – | – | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 2,540 | $52.5 萬 | 0.1% | – | – | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 4,075 | $53.0 萬 | 0.1% | – | – | – |
| TSLATesla, Inc. | Stock | 849 | $56.7 萬 | 0.1% | – | – | 歷史 |
| MUMicron Technology Inc | Stock | 6,437 | $56.8 萬 | 0.1% | – | – | 歷史 |
| ProShares Tr74347R107 | PSHS ULT S&P 500 | 5,766 | $59.0 萬 | 0.1% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 3,996 | $60.8 萬 | 0.1% | – | – | 歷史 |
| iShares Tr464288513 | IBOXX HI YD ETF | 7,350 | $64.1 萬 | 0.1% | – | – | – |
| SPDR Series Trust78468R200 | ST STR RATE ETF | 21,020 | $64.4 萬 | 0.1% | – | – | – |
| iShares Tr46429B655 | FLTG RATE NT ETF | 12,675 | $64.4 萬 | 0.1% | – | – | – |
| NVDANVIDIA Corp | Stock | 1,298 | $69.3 萬 | 0.2% | – | – | 歷史 |
| ARK ETF Tr00214Q302 | GENOMIC REV ETF | 7,972 | $70.7 萬 | 0.2% | – | – | – |
| iShares Tr464288687 | PFD AND INCM SEC | 19,864 | $76.3 萬 | 0.2% | – | – | – |
| iShares Tr464288760 | US AER DEF ETF | 8,262 | $86.0 萬 | 0.2% | – | – | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 9,405 | $95.1 萬 | 0.2% | – | – | – |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 9,828 | $100.2 萬 | 0.2% | – | – | – |
| VVisa Inc. | Stock | 4,905 | $103.9 萬 | 0.2% | – | – | 歷史 |
| DISWalt Disney Co | Stock | 5,833 | $107.6 萬 | 0.2% | – | – | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 3,015 | $109.8 萬 | 0.2% | – | – | – |
| LVSLas Vegas Sands Corp | COM | 18,205 | $110.6 萬 | 0.2% | – | – | 歷史 |
| ARK Next Generation Technology ETF00214Q401 | ETF | 7,631 | $112.5 萬 | 0.3% | – | – | – |
| RCLRoyal Caribbean Cruises Ltd | COM | 13,401 | $114.7 萬 | 0.3% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 4,010 | $118.1 萬 | 0.3% | – | – | 歷史 |
| BXPBXP, Inc. | COM | 11,916 | $120.7 萬 | 0.3% | – | – | 歷史 |
| DALDelta Air Lines, Inc. | COM NEW | 25,405 | $122.7 萬 | 0.3% | – | – | 歷史 |
| CM Life Sciences Inc18978W109 | COM CL A | 86,824 | $129.3 萬 | 0.3% | – | – | – |
| NVTAInvitae Corp | COM | 36,000 | $137.6 萬 | 0.3% | – | – | 歷史 |
| DNMRDanimer Scientific, Inc. | COM CL A | 40,000 | $151.0 萬 | 0.3% | – | – | 歷史 |
| BRK.ABerkshire Hathaway Inc | CL A | 4 | $154.3 萬 | 0.3% | – | – | 歷史 |
| PACBPacific Biosciences of California, Inc. | COM | 50,000 | $166.6 萬 | 0.4% | – | – | 歷史 |
| Vanguard Energy ETF92204A306 | ETF | 26,505 | $180.2 萬 | 0.4% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 892 | $184.0 萬 | 0.4% | – | – | 歷史 |
| NSTGNS Wind Down Co., Inc. | COM | 28,000 | $184.0 萬 | 0.4% | – | – | 歷史 |
| TSNTyson Foods, Inc. | Stock | 25,955 | $192.8 萬 | 0.4% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 1,013 | $209.6 萬 | 0.5% | – | – | 歷史 |
| TAT&T Inc. | Stock | 69,413 | $210.1 萬 | 0.5% | – | – | 歷史 |
| iShares Tr464288281 | JPMORGAN USD EMG | 19,900 | $216.7 萬 | 0.5% | – | – | – |