Evolution Wealth Advisors, LLC
- SEC CIK
- 0001763121
- 最新申報
- 2026/7/29
2024 年第 4 季到 2025 年第 1 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。
- 新進
- 15 檔
- 估計 +$1,531 萬
- 加碼
- 51 檔
- 估計 +$3,102 萬
- 減碼
- 58 檔
- 估計 −$1,905 萬
- 清倉
- 9 檔
- 估計 −$365.7 萬
總值從 $5.98 億變成 $5.99 億（+$115.5 萬 (+0.2%)），持股從 143 檔變成 149 檔（+6）。
2025 年第 1 季全部持倉2024 年第 4 季全部持倉
股數、市值、佔組合 % 每一格上面是 2025 年第 1 季，下面灰字是 2024 年第 4 季。兩季之間拆股的股票，2024 年第 4 季的股數先依拆股比例換算再比較。
| 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） |
|---|---|---|---|---|---|---|---|
| SPYSPDR S&P 500 ETF Trust | 加碼歷史 | 252,349248,112 | +4,237+1.7% | $1.41 億$1.45 億 | +$237.0 萬 | 23.6%24.3% | −0.76 |
| State Street Technology Select Sector SPDR ETF81369Y803 | 減碼– | 254,796258,646 | −3,850−1.5% | $5,261 萬$6,014 萬 | −$79.5 萬 | 8.8%10.1% | −1.28 |
| State Street Financial Select Sector SPDR ETF81369Y605 | 減碼– | 607,251608,289 | −1,038−0.2% | $3,025 萬$2,940 萬 | −$5.17 萬 | 5.0%4.9% | +0.13 |
| Global X FDS37954Y673 | 減碼– | 760,546770,844 | −10,298−1.3% | $2,870 萬$3,115 萬 | −$38.9 萬 | 4.8%5.2% | −0.42 |
| AMZNAmazon Com Inc | 加碼歷史 | 103,921101,306 | +2,615+2.6% | $1,977 萬$2,223 萬 | +$49.8 萬 | 3.3%3.7% | −0.42 |
| GLDSPDR Gold Trust | 加碼歷史 | 67,60257,540 | +10,062+17.5% | $1,948 萬$1,393 萬 | +$289.9 萬 | 3.3%2.3% | +0.92 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | 加碼– | 125,99079,725 | +46,265+58.0% | $1,840 萬$1,097 萬 | +$675.5 萬 | 3.1%1.8% | +1.24 |
| Invesco QQQ Trust Series I46090E103 | 加碼– | 39,01735,548 | +3,469+9.8% | $1,830 萬$1,817 萬 | +$162.7 萬 | 3.1%3.0% | +0.01 |
| AAPLApple Inc. | 加碼歷史 | 51,43435,089 | +16,345+46.6% | $1,143 萬$879.1 萬 | +$363.1 萬 | 1.9%1.5% | +0.44 |
| Invesco Exch Traded FD Tr II46138G870 | 減碼– | 450,915460,612 | −9,697−2.1% | $1,093 萬$1,114 萬 | −$23.5 萬 | 1.8%1.9% | −0.04 |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | 減碼– | 133,279133,517 | −238−0.2% | $1,088 萬$1,050 萬 | −$1.94 萬 | 1.8%1.8% | +0.06 |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | 減碼– | 107,976109,711 | −1,735−1.6% | $1,041 萬$1,062 萬 | −$16.7 萬 | 1.7%1.8% | −0.04 |
| Vanguard S&P 500 ETF922908363 | 減碼– | 19,35019,592 | −242−1.2% | $994.4 萬$1,056 萬 | −$12.4 萬 | 1.7%1.8% | −0.11 |
| GOOGAlphabet Inc. | 加碼歷史 | 62,32658,758 | +3,568+6.1% | $973.7 萬$1,119 萬 | +$55.7 萬 | 1.6%1.9% | −0.25 |
| State Street Energy Select Sector SPDR ETF81369Y506 | 加碼– | 100,13697,886 | +2,250+2.3% | $935.8 萬$838.3 萬 | +$21.0 萬 | 1.6%1.4% | +0.16 |
| Vanguard Morningstar Small-Cap ETF922908751 | 減碼– | 40,42841,063 | −635−1.5% | $896.5 萬$986.7 萬 | −$14.1 萬 | 1.5%1.7% | −0.15 |
| BRK.BBerkshire Hathaway Inc | 加碼歷史 | 16,21316,112 | +101+0.6% | $863.5 萬$730.3 萬 | +$5.38 萬 | 1.4%1.2% | +0.22 |
| IBITiShares Bitcoin Trust ETF | 加碼歷史 | 184,330176,780 | +7,550+4.3% | $862.9 萬$937.8 萬 | +$35.3 萬 | 1.4%1.6% | −0.13 |
| Vanguard Energy ETF92204A306 | 減碼– | 55,43056,520 | −1,090−1.9% | $719.0 萬$685.6 萬 | −$14.1 萬 | 1.2%1.1% | +0.05 |
| MSFTMicrosoft Corp | 加碼歷史 | 18,02711,439 | +6,588+57.6% | $676.7 萬$482.5 萬 | +$247.3 萬 | 1.1%0.8% | +0.32 |
| State Street Utilities Select Sector SPDR ETF81369Y886 | 新進– | 81,3690 | +81,369 | $641.6 萬$0 | +$641.6 萬 | 1.1%0.0% | +1.07 |
| Schwab US Dividend Equity ETF808524797 | 加碼– | 202,204202,155 | +490.0% | $565.4 萬$552.3 萬 | +$1,370.04 | 0.9%0.9% | +0.02 |
| PLTRPalantir Technologies Inc. | 減碼歷史 | 59,56068,982 | −9,422−13.7% | $502.7 萬$521.7 萬 | −$79.5 萬 | 0.8%0.9% | −0.03 |
| iShares Russell 2000 ETF464287655 | 減碼– | 25,11642,785 | −17,669−41.3% | $501.1 萬$945.4 萬 | −$352.5 萬 | 0.8%1.6% | −0.74 |
| iShares Tr464288182 | 減碼– | 65,27068,632 | −3,362−4.9% | $483.0 萬$495.4 萬 | −$24.9 萬 | 0.8%0.8% | −0.02 |
| Putnam ETF Trust746729508 | 減碼– | 132,620135,285 | −2,665−2.0% | $459.7 萬$465.6 萬 | −$9.24 萬 | 0.8%0.8% | −0.01 |
| iShares U.S. ETF Trust iShares Gsci Commodity Dynamic Roll Strategy ETF46431W853 | 減碼– | 165,334335,884 | −170,550−50.8% | $437.6 萬$850.1 萬 | −$451.4 萬 | 0.7%1.4% | −0.69 |
| METAMeta Platforms, Inc. | 加碼歷史 | 7,0574,788 | +2,269+47.4% | $406.8 萬$280.5 萬 | +$130.8 萬 | 0.7%0.5% | +0.21 |
| J P Morgan Exchange Traded F46641Q159 | 加碼– | 87,45161,116 | +26,335+43.1% | $402.9 萬$278.8 萬 | +$121.3 萬 | 0.7%0.5% | +0.21 |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | 減碼– | 37,06037,829 | −769−2.0% | $402.8 萬$404.1 萬 | −$8.36 萬 | 0.7%0.7% | 0.00 |
| Vanguard Information Technology ETF92204A702 | 減碼– | 7,1057,246 | −141−1.9% | $385.4 萬$450.6 萬 | −$7.65 萬 | 0.6%0.8% | −0.11 |
| iShares Tr46434V639 | 減碼– | 90,30596,615 | −6,310−6.5% | $351.9 萬$346.3 萬 | −$24.6 萬 | 0.6%0.6% | +0.01 |
| iShares Core MSCI Emerging Markets ETF46434G103 | 減碼– | 64,36564,537 | −172−0.3% | $347.4 萬$337.0 萬 | −$9,282.83 | 0.6%0.6% | +0.02 |
| TSLATesla, Inc. | 加碼歷史 | 13,1097,061 | +6,048+85.7% | $339.7 萬$285.6 萬 | +$156.7 萬 | 0.6%0.5% | +0.09 |
| Invesco Exchange Traded FD T46137V357 | 減碼– | 19,43621,294 | −1,858−8.7% | $336.7 萬$373.1 萬 | −$32.2 萬 | 0.6%0.6% | −0.06 |
| J P Morgan Exchange Traded F46641Q332 | 減碼– | 58,45863,168 | −4,710−7.5% | $334.0 萬$363.4 萬 | −$26.9 萬 | 0.6%0.6% | −0.05 |
| CRMSalesforce, Inc. | 新進歷史 | 12,4100 | +12,410 | $333.0 萬$0 | +$333.0 萬 | 0.6%0.0% | +0.56 |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | 加碼– | 16,63715,979 | +658+4.1% | $328.5 萬$358.5 萬 | +$13.0 萬 | 0.5%0.6% | −0.05 |
| State Street SPDR S&P Bank ETF78464A797 | 減碼– | 53,02253,387 | −365−0.7% | $280.8 萬$296.1 萬 | −$1.93 萬 | 0.5%0.5% | −0.03 |
| iShares Tr46434V613 | 減碼– | 59,60859,652 | −44−0.1% | $274.7 萬$269.6 萬 | −$2,027.52 | 0.5%0.5% | +0.01 |
| iShares Tr464288760 | 減碼– | 17,90818,318 | −410−2.2% | $274.2 萬$266.3 萬 | −$6.28 萬 | 0.5%0.4% | +0.01 |
| Invesco Actvely MNGD Etc FD46090F100 | 減碼– | 178,411214,771 | −36,360−16.9% | $243.2 萬$279.0 萬 | −$49.6 萬 | 0.4%0.5% | −0.06 |
| GOOGLAlphabet Inc. | 加碼歷史 | 15,57914,314 | +1,265+8.8% | $240.9 萬$271.1 萬 | +$19.6 萬 | 0.4%0.5% | −0.05 |
| J P Morgan Exchange Traded F46654Q724 | 加碼– | 39,55026,660 | +12,890+48.3% | $236.0 萬$165.5 萬 | +$76.9 萬 | 0.4%0.3% | +0.12 |
| JPMorgan Nasdaq Equity Premium Income ETF46654Q203 | 加碼– | 42,80932,350 | +10,459+32.3% | $221.7 萬$182.4 萬 | +$54.2 萬 | 0.4%0.3% | +0.07 |
| Pacer US Cash Cows 100 ETF69374H881 | 減碼– | 40,37845,385 | −5,007−11.0% | $221.1 萬$256.2 萬 | −$27.4 萬 | 0.4%0.4% | −0.06 |
| iShares Semiconductor ETF464287523 | 加碼– | 11,5197,372 | +4,147+56.3% | $216.8 萬$158.9 萬 | +$78.0 萬 | 0.4%0.3% | +0.10 |
| Vanguard Mun BD FDS922907746 | 不變– | 40,79240,792 | 00.0% | $202.4 萬$204.5 萬 | $0 | 0.3%0.3% | 0.00 |
| NVDANVIDIA Corp | 加碼歷史 | 17,78416,878 | +906+5.4% | $192.7 萬$227.8 萬 | +$9.82 萬 | 0.3%0.4% | −0.06 |
| iShares MSCI India ETF46429B598 | 減碼– | 33,55834,479 | −921−2.7% | $172.8 萬$181.5 萬 | −$4.74 萬 | 0.3%0.3% | −0.02 |
| JPMJPMorgan Chase & Co | 減碼歷史 | 6,5986,688 | −90−1.3% | $161.8 萬$160.3 萬 | −$2.21 萬 | 0.3%0.3% | 0.00 |
| BRK.ABerkshire Hathaway Inc | 不變歷史 | 22 | 00.0% | $159.7 萬$136.2 萬 | $0 | 0.3%0.2% | +0.04 |
| Invesco Exchange Traded FD T46137V100 | 加碼– | 13,54913,545 | +40.0% | $157.9 萬$155.4 萬 | +$466.2 | 0.3%0.3% | 0.00 |
| iShares Tr464288281 | 減碼– | 16,70616,738 | −32−0.2% | $151.3 萬$149.1 萬 | −$2,898.84 | 0.3%0.2% | 0.00 |
| Vanguard Scottsdale FDS92206C409 | 不變– | 18,96118,961 | 00.0% | $149.7 萬$147.9 萬 | $0 | 0.2%0.2% | 0.00 |
| iShares S&P 500 Growth ETF464287309 | 加碼– | 15,5858,055 | +7,530+93.5% | $144.7 萬$81.8 萬 | +$69.9 萬 | 0.2%0.1% | +0.10 |
| Vanguard Financials ETF92204A405 | 加碼– | 12,04712,046 | +10.0% | $143.9 萬$142.2 萬 | +$119.47 | 0.2%0.2% | 0.00 |
| Vanguard Morningstar Value ETF922908744 | 加碼– | 8,0917,552 | +539+7.1% | $139.8 萬$127.9 萬 | +$9.31 萬 | 0.2%0.2% | +0.02 |
| Graniteshares ETF Tr38747R108 | 減碼– | 58,77059,600 | −830−1.4% | $127.5 萬$118.9 萬 | −$1.80 萬 | 0.2%0.2% | +0.01 |
| State Street SPDR S&P Biotech ETF78464A870 | 減碼– | 14,57330,118 | −15,545−51.6% | $118.2 萬$271.2 萬 | −$126.1 萬 | 0.2%0.5% | −0.26 |
| HWMHowmet Aerospace Inc. | 新進歷史 | 8,7500 | +8,750 | $113.5 萬$0 | +$113.5 萬 | 0.2%0.0% | +0.19 |
| Vanguard Scottsdale FDS92206C664 | 減碼– | 13,65015,280 | −1,630−10.7% | $110.1 萬$136.5 萬 | −$13.1 萬 | 0.2%0.2% | −0.04 |
| Pacer US Small Cap Cash Cows ETF69374H857 | 減碼– | 27,37835,546 | −8,168−23.0% | $102.7 萬$156.4 萬 | −$30.6 萬 | 0.2%0.3% | −0.09 |
| ProShares Tr74347R107 | 不變– | 11,53211,532 | 00.0% | $95.5 萬$106.7 萬 | $0 | 0.2%0.2% | −0.02 |
| Vanguard Short-Term Bond ETF921937827 | 加碼– | 11,5599,530 | +2,029+21.3% | $90.5 萬$73.6 萬 | +$15.9 萬 | 0.2%0.1% | +0.03 |
| iShares Core S&P Small Cap ETF464287804 | 加碼– | 8,6247,640 | +984+12.9% | $90.2 萬$88.0 萬 | +$10.3 萬 | 0.2%0.1% | 0.00 |
| Vanguard Morningstar Growth ETF922908736 | 不變– | 2,3802,380 | 00.0% | $88.3 萬$97.7 萬 | $0 | 0.1%0.2% | −0.02 |
| VanEck Semiconductor ETF92189F676 | 加碼– | 3,9363,885 | +51+1.3% | $83.2 萬$94.1 萬 | +$1.08 萬 | 0.1%0.2% | −0.02 |
| BACBank of America Corp | 新進歷史 | 19,8690 | +19,869 | $82.9 萬$0 | +$82.9 萬 | 0.1%0.0% | +0.14 |
| iShares Tr464287572 | 不變– | 8,2548,254 | 00.0% | $79.5 萬$83.2 萬 | $0 | 0.1%0.1% | −0.01 |
| BABAAlibaba Group Holding Ltd | 加碼歷史 | 5,8905,505 | +385+7.0% | $77.9 萬$46.7 萬 | +$5.09 萬 | 0.1%0.1% | +0.05 |
| Franklin Templeton ETF Tr35473P595 | 加碼– | 31,97530,405 | +1,570+5.2% | $77.0 萬$73.8 萬 | +$3.78 萬 | 0.1%0.1% | +0.01 |
| RCLRoyal Caribbean Cruises Ltd | 新進歷史 | 3,7060 | +3,706 | $76.1 萬$0 | +$76.1 萬 | 0.1%0.0% | +0.13 |
| iShares Tr464287234 | 不變– | 17,28017,280 | 00.0% | $75.5 萬$72.3 萬 | $0 | 0.1%0.1% | +0.01 |
| iShares Tr464287556 | 減碼– | 5,75323,688 | −17,935−75.7% | $73.6 萬$313.2 萬 | −$229.4 萬 | 0.1%0.5% | −0.40 |
| GSGoldman Sachs Group Inc | 減碼歷史 | 1,3381,373 | −35−2.5% | $73.1 萬$78.6 萬 | −$1.91 萬 | 0.1%0.1% | −0.01 |
| New York Life Invts Active E45409F827 | 減碼– | 30,41332,313 | −1,900−5.9% | $72.9 萬$77.6 萬 | −$4.55 萬 | 0.1%0.1% | −0.01 |
| Vanguard Morningstar Total Stock Market ETF922908769 | 減碼– | 2,6232,629 | −6−0.2% | $72.1 萬$76.2 萬 | −$1,649.04 | 0.1%0.1% | −0.01 |
| ARK Innovation ETF00214Q104 | 不變– | 14,59614,596 | 00.0% | $69.4 萬$82.9 萬 | $0 | 0.1%0.1% | −0.02 |
| Invesco Actively Managed Exc46090A804 | 加碼– | 14,66512,455 | +2,210+17.7% | $68.8 萬$57.8 萬 | +$10.4 萬 | 0.1%0.1% | +0.02 |
| iShares Tr464288257 | 不變– | 5,4415,441 | 00.0% | $63.3 萬$63.9 萬 | $0 | 0.1%0.1% | 0.00 |
| Vanguard Scottsdale FDS92206C706 | 不變– | 10,44910,449 | 00.0% | $62.1 萬$60.6 萬 | $0 | 0.1%0.1% | 0.00 |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | 加碼– | 6,4702,494 | +3,976+159.4% | $59.3 萬$22.8 萬 | +$36.5 萬 | 0.1%<0.1% | +0.06 |
| UNHUnitedHealth Group Inc | 加碼歷史 | 1,071413 | +658+159.3% | $56.1 萬$20.9 萬 | +$34.5 萬 | 0.1%<0.1% | +0.06 |
| iShares Tr46434V381 | 減碼– | 9,53510,305 | −770−7.5% | $54.9 萬$61.5 萬 | −$4.43 萬 | 0.1%0.1% | −0.01 |
| iShares Tr464288414 | 減碼– | 5,1435,433 | −290−5.3% | $54.2 萬$57.9 萬 | −$3.06 萬 | 0.1%0.1% | −0.01 |
| Innovator ETFs Trust45782C540 | 不變– | 14,30514,305 | 00.0% | $53.8 萬$55.0 萬 | $0 | 0.1%0.1% | 0.00 |
| Vanguard Communication Services ETF92204A884 | 不變– | 3,5513,551 | 00.0% | $52.7 萬$55.0 萬 | $0 | 0.1%0.1% | 0.00 |
| WMTWalmart Inc. | 減碼歷史 | 5,6556,403 | −748−11.7% | $49.6 萬$57.9 萬 | −$6.57 萬 | 0.1%0.1% | −0.01 |
| iShares Russell 1000 Value ETF464287598 | 新進– | 2,6270 | +2,627 | $49.4 萬$0 | +$49.4 萬 | 0.1%0.0% | +0.08 |
| iShares S&P 100 ETF464287101 | 不變– | 1,8241,824 | 00.0% | $49.4 萬$52.7 萬 | $0 | 0.1%0.1% | −0.01 |
| Invesco Exchange Traded FD T46137V746 | 不變– | 5,0005,000 | 00.0% | $48.0 萬$50.9 萬 | $0 | 0.1%0.1% | 0.00 |
| IRENIREN Ltd | 加碼歷史 | 77,22047,880 | +29,340+61.3% | $47.0 萬$47.0 萬 | +$17.9 萬 | 0.1%0.1% | 0.00 |
| iShares Tr464288588 | 不變– | 5,0005,000 | 00.0% | $46.9 萬$45.8 萬 | $0 | 0.1%0.1% | 0.00 |
| IAUiShares Gold Trust | 加碼歷史 | 7,5757,085 | +490+6.9% | $44.7 萬$35.1 萬 | +$2.89 萬 | 0.1%0.1% | +0.02 |
| iShares Russell 1000 Growth ETF464287614 | 新進– | 1,2170 | +1,217 | $43.9 萬$0 | +$43.9 萬 | 0.1%0.0% | +0.07 |
| iShares Tr464288687 | 減碼– | 14,06414,483 | −419−2.9% | $43.2 萬$45.5 萬 | −$1.29 萬 | 0.1%0.1% | 0.00 |
| iShares Inc464286608 | 減碼– | 7,8758,085 | −210−2.6% | $41.9 萬$38.2 萬 | −$1.12 萬 | 0.1%0.1% | +0.01 |
| Vanguard Consumer Discretionary ETF92204A108 | 加碼– | 1,2751,243 | +32+2.6% | $41.5 萬$46.7 萬 | +$1.04 萬 | 0.1%0.1% | −0.01 |
| iShares Tr464288638 | 不變– | 7,6157,615 | 00.0% | $40.0 萬$39.2 萬 | $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。