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Livermore
Livermore
中文EN

Evolution Wealth Advisors, LLC

SEC CIK
0001763121
最新申報
2026/7/29

2021 年第 1 季到 2021 年第 2 季的持倉變化

只比多頭部位，依股數判斷新進、加碼、減碼與清倉。可以換成這家機構任兩季比較。

選擇要比較的兩季

新進
44 檔
估計 +$2,929 萬
加碼
102 檔
估計 +$2,736 萬
減碼
153 檔
估計 −$3,937 萬
清倉
58 檔
估計 −$208.6 萬

總值從 $4.48 億變成 $4.92 億（+$4,412 萬 (+9.8%)），持股從 640 檔變成 626 檔（−14）。

2021 年第 2 季全部持倉2021 年第 1 季全部持倉

股數、市值、佔組合 % 每一格上面是 2021 年第 2 季，下面灰字是 2021 年第 1 季。兩季之間拆股的股票，2021 年第 1 季的股數先依拆股比例換算再比較。

Evolution Wealth Advisors, LLC 在 2021 年第 1 季與 2021 年第 2 季的持倉比較
證券動作股數股數變化市值估計買賣佔組合 %比重變化（百分點）
KALVKalVista Pharmaceuticals, Inc.清倉歷史0257−257−100.0%$0$7,000−$7,0000.0%<0.1%0.00
VNTVontier Corp不變歷史292900.0%$1,000$1,000$0<0.1%<0.1%0.00
ARNCArconic Corp不變歷史252500.0%$1,000$1,000$0<0.1%<0.1%0.00
TEVATeva Pharmaceutical Industries Ltd不變歷史23023000.0%$2,000$3,000$0<0.1%<0.1%0.00
PPLPPL Corp不變歷史888800.0%$2,000$3,000$0<0.1%<0.1%0.00
SJMJ M SMUCKER Co不變歷史191900.0%$2,000$2,000$0<0.1%<0.1%0.00
EIXEdison International不變歷史343400.0%$2,000$2,000$0<0.1%<0.1%0.00
CPBCAMPBELL'S Co不變歷史434300.0%$2,000$2,000$0<0.1%<0.1%0.00
PSAPublic Storage不變歷史8800.0%$2,000$2,000$0<0.1%<0.1%0.00
ROSTRoss Stores, Inc.不變歷史181800.0%$2,000$2,000$0<0.1%<0.1%0.00
USOUnited States Oil Fund, LP不變歷史505000.0%$2,000$2,000$0<0.1%<0.1%0.00
INCYIncyte Corp不變歷史212100.0%$2,000$2,000$0<0.1%<0.1%0.00
IRIngersoll Rand Inc.不變歷史404000.0%$2,000$2,000$0<0.1%<0.1%0.00
GRWGGrowGeneration Corp.新進歷史500+50$2,000$0+$2,000<0.1%0.0%0.00
BRBroadridge Financial Solutions, Inc.減碼歷史2063−43−68.3%$3,000$1.00 萬−$6,450<0.1%<0.1%0.00
METMetlife Inc減碼歷史48172−124−72.1%$3,000$1.00 萬−$7,750<0.1%<0.1%0.00
ULTAUlta Beauty, Inc.減碼歷史1023−13−56.5%$3,000$7,000−$3,900<0.1%<0.1%0.00
CPAYCorpay, Inc.減碼歷史1221−9−42.9%$3,000$6,000−$2,250<0.1%<0.1%0.00
UAAUnder Armour, Inc.不變歷史16516500.0%$3,000$4,000$0<0.1%<0.1%0.00
LEGLeggett & Platt Inc不變歷史606000.0%$3,000$3,000$0<0.1%<0.1%0.00
NSCNorfolk Southern Corp不變歷史111100.0%$3,000$3,000$0<0.1%<0.1%0.00
CTVACorteva, Inc.不變歷史636300.0%$3,000$3,000$0<0.1%<0.1%0.00
BF.BBrown Forman Corp不變歷史383800.0%$3,000$3,000$0<0.1%<0.1%0.00
MKCMcCormick & Co Inc不變歷史323200.0%$3,000$3,000$0<0.1%<0.1%0.00
AWKAmerican Water Works Company, Inc.不變歷史222200.0%$3,000$3,000$0<0.1%<0.1%0.00
NTAPNetApp, Inc.不變歷史414100.0%$3,000$3,000$0<0.1%<0.1%0.00
CECelanese Corp不變歷史202000.0%$3,000$3,000$0<0.1%<0.1%0.00
ETREntergy Corp不變歷史353500.0%$3,000$3,000$0<0.1%<0.1%0.00
HSYHershey Co不變歷史191900.0%$3,000$3,000$0<0.1%<0.1%0.00
SEESealed Air Corp不變歷史565600.0%$3,000$3,000$0<0.1%<0.1%0.00
STTState Street Corp不變歷史363600.0%$3,000$3,000$0<0.1%<0.1%0.00
TTWOTake Two Interactive Software Inc不變歷史191900.0%$3,000$3,000$0<0.1%<0.1%0.00
CHDChurch & Dwight Co Inc不變歷史333300.0%$3,000$3,000$0<0.1%<0.1%0.00
TSCOTractor Supply Co不變歷史161600.0%$3,000$3,000$0<0.1%<0.1%0.00
BALLBALL Corp不變歷史404000.0%$3,000$3,000$0<0.1%<0.1%0.00
FMCFMC Corp不變歷史242400.0%$3,000$3,000$0<0.1%<0.1%0.00
BWABorgwarner Inc不變歷史545400.0%$3,000$3,000$0<0.1%<0.1%0.00
DOVDOVER Corp不變歷史222200.0%$3,000$3,000$0<0.1%<0.1%0.00
FLSFlowserve Corp不變歷史848400.0%$3,000$3,000$0<0.1%<0.1%0.00
PEGPublic Service Enterprise Group Inc不變歷史545400.0%$3,000$3,000$0<0.1%<0.1%0.00
HIIHuntington Ingalls Industries, Inc.不變歷史161600.0%$3,000$3,000$0<0.1%<0.1%0.00
VRSKVerisk Analytics, Inc.不變歷史181800.0%$3,000$3,000$0<0.1%<0.1%0.00
MAAMid America Apartment Communities Inc.不變歷史191900.0%$3,000$3,000$0<0.1%<0.1%0.00
DLTRDollar Tree, Inc.不變歷史292900.0%$3,000$3,000$0<0.1%<0.1%0.00
USBUS Bancorp DE不變歷史585800.0%$3,000$3,000$0<0.1%<0.1%0.00
UAUnder Armour, Inc.不變歷史18218200.0%$3,000$3,000$0<0.1%<0.1%0.00
JJacobs Solutions Inc.不變歷史202000.0%$3,000$3,000$0<0.1%<0.1%0.00
XLNXXilinx Inc不變歷史222200.0%$3,000$3,000$0<0.1%<0.1%0.00
NRGNRG Energy, Inc.不變歷史656500.0%$3,000$2,000$0<0.1%<0.1%0.00
AKAMAkamai Technologies Inc不變歷史222200.0%$3,000$2,000$0<0.1%<0.1%0.00
AREAlexandria Real Estate Equities, Inc.不變歷史151500.0%$3,000$2,000$0<0.1%<0.1%0.00
VRSNVerisign Inc不變歷史121200.0%$3,000$2,000$0<0.1%<0.1%0.00
LYGLloyds Banking Group plc新進歷史1,2000+1,200$3,000$0+$3,000<0.1%0.0%0.00
ETSYEtsy Inc新進歷史140+14$3,000$0+$3,000<0.1%0.0%0.00
JDJD.com, Inc.新進歷史400+40$3,000$0+$3,000<0.1%0.0%0.00
CPACopa Holdings, S.A.減碼歷史56100−44−44.0%$4,000$8,000−$3,142.86<0.1%<0.1%0.00
XELXcel Energy Inc不變歷史686800.0%$4,000$5,000$0<0.1%<0.1%0.00
FFIVF5, Inc.不變歷史232300.0%$4,000$5,000$0<0.1%<0.1%0.00
HFCHollyFrontier Corp不變歷史13213200.0%$4,000$5,000$0<0.1%<0.1%0.00
CSXCSX Corp減碼依 3 比 1 拆股換算歷史43129−86−66.7%$4,000$4,000−$8,000<0.1%<0.1%0.00
WELLWelltower Inc.不變歷史505000.0%$4,000$4,000$0<0.1%<0.1%0.00
WABWestinghouse Air Brake Technologies Corp不變歷史515100.0%$4,000$4,000$0<0.1%<0.1%0.00
ESEversource Energy不變歷史494900.0%$4,000$4,000$0<0.1%<0.1%0.00
KKellanova不變歷史585800.0%$4,000$4,000$0<0.1%<0.1%0.00
JCIJohnson Controls International plc不變歷史636300.0%$4,000$4,000$0<0.1%<0.1%0.00
KRKroger Co不變歷史989800.0%$4,000$4,000$0<0.1%<0.1%0.00
GPCGenuine Parts Co不變歷史313100.0%$4,000$4,000$0<0.1%<0.1%0.00
KHCKraft Heinz Co不變歷史989800.0%$4,000$4,000$0<0.1%<0.1%0.00
CAHCardinal Health Inc不變歷史717100.0%$4,000$4,000$0<0.1%<0.1%0.00
KEYSKeysight Technologies, Inc.不變歷史272700.0%$4,000$4,000$0<0.1%<0.1%0.00
EXCExelon Corp不變歷史898900.0%$4,000$4,000$0<0.1%<0.1%0.00
WRBBerkley W R Corp不變歷史525200.0%$4,000$4,000$0<0.1%<0.1%0.00
WYWeyerhaeuser Co不變歷史10810800.0%$4,000$4,000$0<0.1%<0.1%0.00
HCAHCA Healthcare, Inc.不變歷史212100.0%$4,000$4,000$0<0.1%<0.1%0.00
MNSTMonster Beverage Corp不變歷史393900.0%$4,000$4,000$0<0.1%<0.1%0.00
KIMKimco Realty Corp不變歷史20720700.0%$4,000$4,000$0<0.1%<0.1%0.00
LYVLive Nation Entertainment, Inc.不變歷史494900.0%$4,000$4,000$0<0.1%<0.1%0.00
ZBRAZebra Technologies Corp不變歷史8800.0%$4,000$4,000$0<0.1%<0.1%0.00
MLMMartin Marietta Materials Inc不變歷史121200.0%$4,000$4,000$0<0.1%<0.1%0.00
LNCLincoln National Corp不變歷史595900.0%$4,000$4,000$0<0.1%<0.1%0.00
AEEAmeren Corp不變歷史464600.0%$4,000$4,000$0<0.1%<0.1%0.00
HUYAHUYA Inc.不變歷史22522500.0%$4,000$4,000$0<0.1%<0.1%0.00
ANSSAnsys Inc不變歷史121200.0%$4,000$4,000$0<0.1%<0.1%0.00
CERNCERNER Corp不變歷史575700.0%$4,000$4,000$0<0.1%<0.1%0.00
AMCRAmcor plc不變歷史36536500.0%$4,000$4,000$0<0.1%<0.1%0.00
STZConstellation Brands, Inc.不變歷史151500.0%$4,000$3,000$0<0.1%<0.1%0.00
AMPAmeriprise Financial Inc不變歷史151500.0%$4,000$3,000$0<0.1%<0.1%0.00
HOGHarley-Davidson, Inc.不變歷史808000.0%$4,000$3,000$0<0.1%<0.1%0.00
SBACSba Communications Corp不變歷史121200.0%$4,000$3,000$0<0.1%<0.1%0.00
EBAYeBay Inc不變歷史535300.0%$4,000$3,000$0<0.1%<0.1%0.00
GRMNGarmin Ltd不變歷史252500.0%$4,000$3,000$0<0.1%<0.1%0.00
STXSeagate Technology Holdings plc不變歷史444400.0%$4,000$3,000$0<0.1%<0.1%0.00
IRDMIridium Communications Inc.新進歷史1000+100$4,000$0+$4,000<0.1%0.0%0.00
ZIMZIM Integrated Shipping Services Ltd.新進歷史1000+100$4,000$0+$4,000<0.1%0.0%0.00
AIGAmerican International Group, Inc.減碼歷史111250−139−55.6%$5,000$1.20 萬−$6,261.26<0.1%<0.1%0.00
VMCVulcan Materials CO減碼歷史2971−42−59.2%$5,000$1.20 萬−$7,241.38<0.1%<0.1%0.00
CRDFCardiff Oncology, Inc.不變歷史81081000.0%$5,000$8,000$0<0.1%<0.1%0.00
DDominion Energy, Inc不變歷史737300.0%$5,000$6,000$0<0.1%<0.1%0.00
WECWec Energy Group, Inc.不變歷史606000.0%$5,000$6,000$0<0.1%<0.1%0.00
GLWCorning Inc不變歷史13013000.0%$5,000$6,000$0<0.1%<0.1%0.00

估計買賣金額是股數的變化乘上申報隱含的季末價（市值除以股數）：新進用這一季的市值，清倉用上一季的市值，只有本金（PRN）的部位算不出來。13F 只有季末的持股，看不出季中的買賣時點與成交價。