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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 2 季到 2021 年第 3 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
69 檔
估計 +$854.9 萬
加碼
145 檔
估計 +$4,050 萬
減碼
139 檔
估計 −$4,920 萬
清倉
32 檔
估計 −$1,221 萬

總值從 $4.92 億變成 $4.67 億（−$2,551 萬 (−5.2%)），持股從 626 檔變成 663 檔（+37）。

2021 年第 3 季全部持倉2021 年第 2 季全部持倉

股數、市值、佔組合 % 每一格上面是 2021 年第 3 季，下面灰字是 2021 年第 2 季。兩季之間拆股的股票，2021 年第 2 季的股數先依拆股比例換算再比較。

Evolution Wealth Advisors, LLC 在 2021 年第 2 季與 2021 年第 3 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）
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
AMPAmeriprise Financial Inc不變歷史151500.0%$4,000$4,000$0<0.1%<0.1%0.00
SBACSba Communications Corp不變歷史121200.0%$4,000$4,000$0<0.1%<0.1%0.00
EBAYeBay Inc不變歷史535300.0%$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
GRMNGarmin Ltd不變歷史252500.0%$4,000$4,000$0<0.1%<0.1%0.00
STXSeagate Technology Holdings plc不變歷史444400.0%$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
HFCHollyFrontier Corp不變歷史13213200.0%$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
ULTAUlta Beauty, Inc.不變歷史101000.0%$4,000$3,000$0<0.1%<0.1%0.00
AWKAmerican Water Works Company, Inc.不變歷史222200.0%$4,000$3,000$0<0.1%<0.1%0.00
NTAPNetApp, Inc.不變歷史414100.0%$4,000$3,000$0<0.1%<0.1%0.00
BALLBALL Corp不變歷史404000.0%$4,000$3,000$0<0.1%<0.1%0.00
VRSKVerisk Analytics, Inc.不變歷史181800.0%$4,000$3,000$0<0.1%<0.1%0.00
MAAMid America Apartment Communities Inc.不變歷史191900.0%$4,000$3,000$0<0.1%<0.1%0.00
GRWGGrowGeneration Corp.加碼歷史15050+100+200.0%$4,000$2,000+$2,666.67<0.1%<0.1%0.00
LFSTLifeStance Health Group, Inc.新進歷史2580+258$4,000$0+$4,000<0.1%0.0%0.00
AVPTAvePoint, Inc.新進歷史5000+500$4,000$0+$4,000<0.1%0.0%0.00
BMEABiomea Fusion, Inc.新進歷史3190+319$4,000$0+$4,000<0.1%0.0%0.00
HYHyster-Yale, Inc.新進歷史700+70$4,000$0+$4,000<0.1%0.0%0.00
Pershing Square Tontine Hldg71531R109新進–2000+200$4,000$0+$4,000<0.1%0.0%0.00
TAKTakeda Pharmaceutical Co Ltd減碼歷史277852−575−67.5%$5,000$1.40 萬−$1.04 萬<0.1%<0.1%0.00
DGXQuest Diagnostics Inc減碼歷史34101−67−66.3%$5,000$1.30 萬−$9,852.94<0.1%<0.1%0.00
HCATHealth Catalyst, Inc.減碼歷史96241−145−60.2%$5,000$1.30 萬−$7,552.08<0.1%<0.1%0.00
AKROAkero Therapeutics, Inc.減碼歷史211533−322−60.4%$5,000$1.30 萬−$7,630.33<0.1%<0.1%0.00
MCRBSeres Therapeutics, Inc.加碼歷史748529+219+41.4%$5,000$1.30 萬+$1,463.9<0.1%<0.1%0.00
NEONeogenomics Inc減碼歷史104264−160−60.6%$5,000$1.20 萬−$7,692.31<0.1%<0.1%0.00
ICUIIcu Medical Inc減碼歷史2056−36−64.3%$5,000$1.20 萬−$9,000<0.1%<0.1%0.00
BCYCBicycle Therapeutics PLC減碼歷史120397−277−69.8%$5,000$1.20 萬−$1.15 萬<0.1%<0.1%0.00
PRAXPraxis Precision Medicines, Inc.減碼歷史257642−385−60.0%$5,000$1.20 萬−$7,490.27<0.1%<0.1%0.00
FOLDAmicus Therapeutics, Inc.減碼歷史482857−375−43.8%$5,000$8,000−$3,890.04<0.1%<0.1%0.00
TVTXTravere Therapeutics, Inc.減碼歷史212451−239−53.0%$5,000$7,000−$5,636.79<0.1%<0.1%0.00
VTRVentas, Inc.不變歷史979700.0%$5,000$6,000$0<0.1%<0.1%0.00
VLOValero Energy Corp不變歷史757500.0%$5,000$6,000$0<0.1%<0.1%0.00
TMUST-Mobile US, Inc.不變歷史434300.0%$5,000$6,000$0<0.1%<0.1%0.00
BFHBread Financial Holdings, Inc.不變歷史535300.0%$5,000$6,000$0<0.1%<0.1%0.00
FTVFortive Corp不變歷史737300.0%$5,000$5,000$0<0.1%<0.1%0.00
DOWDow Inc.不變歷史818100.0%$5,000$5,000$0<0.1%<0.1%0.00
EDConsolidated Edison Inc不變歷史676700.0%$5,000$5,000$0<0.1%<0.1%0.00
ADMArcher-Daniels-Midland Co不變歷史909000.0%$5,000$5,000$0<0.1%<0.1%0.00
CMICummins Inc不變歷史212100.0%$5,000$5,000$0<0.1%<0.1%0.00
QRVOQorvo, Inc.不變歷史282800.0%$5,000$5,000$0<0.1%<0.1%0.00
DDominion Energy, Inc不變歷史737300.0%$5,000$5,000$0<0.1%<0.1%0.00
WECWec Energy Group, Inc.不變歷史606000.0%$5,000$5,000$0<0.1%<0.1%0.00
FISVFiserv Inc不變歷史464600.0%$5,000$5,000$0<0.1%<0.1%0.00
AAgilent Technologies, Inc.不變歷史313100.0%$5,000$5,000$0<0.1%<0.1%0.00
EFXEquifax Inc不變歷史191900.0%$5,000$5,000$0<0.1%<0.1%0.00
VMCVulcan Materials CO不變歷史292900.0%$5,000$5,000$0<0.1%<0.1%0.00
GLWCorning Inc不變歷史13013000.0%$5,000$5,000$0<0.1%<0.1%0.00
NUENucor Corp不變歷史545400.0%$5,000$5,000$0<0.1%<0.1%0.00
TDGTransDigm Group INC不變歷史8800.0%$5,000$5,000$0<0.1%<0.1%0.00
WTWWillis Towers Watson PLC不變歷史202000.0%$5,000$5,000$0<0.1%<0.1%0.00
HSTHost Hotels & Resorts, Inc.不變歷史28228200.0%$5,000$5,000$0<0.1%<0.1%0.00
NOKNokia Corp不變歷史1,0001,00000.0%$5,000$5,000$0<0.1%<0.1%0.00
AVBAvalonbay Communities Inc不變歷史222200.0%$5,000$5,000$0<0.1%<0.1%0.00
CPRTCopart Inc不變歷史373700.0%$5,000$5,000$0<0.1%<0.1%0.00
JNPRJuniper Networks Inc不變歷史18818800.0%$5,000$5,000$0<0.1%<0.1%0.00
INFOIHS Markit Ltd.不變歷史414100.0%$5,000$5,000$0<0.1%<0.1%0.00
FFIVF5, Inc.不變歷史232300.0%$5,000$4,000$0<0.1%<0.1%0.00
HCAHCA Healthcare, Inc.不變歷史212100.0%$5,000$4,000$0<0.1%<0.1%0.00
ARNAArena Pharmaceuticals Inc新進歷史760+76$5,000$0+$5,000<0.1%0.0%0.00
BAXBaxter International Inc減碼歷史74214−140−65.4%$6,000$1.70 萬−$1.14 萬<0.1%<0.1%0.00
MYOVMyovant Sciences Ltd.減碼歷史288727−439−60.4%$6,000$1.70 萬−$9,145.83<0.1%<0.1%0.00
RPRXRoyalty Pharma plc減碼歷史154386−232−60.1%$6,000$1.60 萬−$9,038.96<0.1%<0.1%0.00
TNDMTandem Diabetes Care Inc減碼歷史52130−78−60.0%$6,000$1.30 萬−$9,000<0.1%<0.1%0.00
ALLKAllakos Inc.減碼歷史59126−67−53.2%$6,000$1.10 萬−$6,813.56<0.1%<0.1%0.00
FISFidelity National Information Services, Inc.不變歷史505000.0%$6,000$7,000$0<0.1%<0.1%0.00
PHParker-Hannifin Corp不變歷史232300.0%$6,000$7,000$0<0.1%<0.1%0.00
BENFranklin Templeton Inc不變歷史21021000.0%$6,000$7,000$0<0.1%<0.1%0.00
KMBKimberly Clark Corp不變歷史484800.0%$6,000$6,000$0<0.1%<0.1%0.00
AEPAmerican Electric Power Co Inc不變歷史696900.0%$6,000$6,000$0<0.1%<0.1%0.00
MASMasco Corp不變歷史10810800.0%$6,000$6,000$0<0.1%<0.1%0.00
VMRKVivmark Residential不變歷史787800.0%$6,000$6,000$0<0.1%<0.1%0.00
GLGlobe Life Inc.不變歷史666600.0%$6,000$6,000$0<0.1%<0.1%0.00
SNPSSynopsys Inc不變歷史202000.0%$6,000$6,000$0<0.1%<0.1%0.00
ESSEssex Property Trust, Inc.不變歷史191900.0%$6,000$6,000$0<0.1%<0.1%0.00
EAElectronic Arts Inc.不變歷史414100.0%$6,000$6,000$0<0.1%<0.1%0.00
AAPAdvance Auto Parts Inc不變歷史303000.0%$6,000$6,000$0<0.1%<0.1%0.00
IDXXIDEXX Laboratories Inc不變歷史101000.0%$6,000$6,000$0<0.1%<0.1%0.00
OKEONEOK Inc不變歷史11111100.0%$6,000$6,000$0<0.1%<0.1%0.00
CBChubb Ltd不變歷史343400.0%$6,000$5,000$0<0.1%<0.1%0.00
FTNTFortinet, Inc.不變歷史212100.0%$6,000$5,000$0<0.1%<0.1%0.00
CARRCarrier Global Corp不變歷史11211200.0%$6,000$5,000$0<0.1%<0.1%0.00
CDNSCadence Design Systems Inc不變歷史404000.0%$6,000$5,000$0<0.1%<0.1%0.00
AIGAmerican International Group, Inc.不變歷史11111100.0%$6,000$5,000$0<0.1%<0.1%0.00
NDAQNasdaq, Inc.不變歷史292900.0%$6,000$5,000$0<0.1%<0.1%0.00
RSGRepublic Services, Inc.不變歷史474700.0%$6,000$5,000$0<0.1%<0.1%0.00
VSTMVerastem, Inc.新進歷史2,0000+2,000$6,000$0+$6,000<0.1%0.0%0.00
JAZZJazz Pharmaceuticals plc減碼歷史56132−76−57.6%$7,000$2.30 萬−$9,500<0.1%<0.1%0.00
GMEDGlobus Medical Inc減碼歷史94266−172−64.7%$7,000$2.10 萬−$1.28 萬<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。