Evolution Wealth Advisors, LLC
- SEC CIK
- 0001763121
- 最新申報
- 2026/7/29
2025 年第 1 季到 2025 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。
- 新進
- 28 檔
- 估計 +$1,236 萬
- 加碼
- 48 檔
- 估計 +$3,666 萬
- 減碼
- 53 檔
- 估計 −$2,769 萬
- 清倉
- 7 檔
- 估計 −$628.3 萬
總值從 $5.99 億變成 $6.83 億（+$8,405 萬 (+14.0%)），持股從 149 檔變成 170 檔（+21）。
2025 年第 2 季全部持倉2025 年第 1 季全部持倉
股數、市值、佔組合 % 每一格上面是 2025 年第 2 季，下面灰字是 2025 年第 1 季。兩季之間拆股的股票，2025 年第 1 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 | 257,846252,349 | +5,497+2.2% | $1.59 億$1.41 億 | +$339.6 萬 | 23.3%23.6% | −0.24 |
| State Street Technology Select Sector SPDR ETF81369Y803 | 減碼– | 253,129254,796 | −1,667−0.7% | $6,410 萬$5,261 萬 | −$42.2 萬 | 9.4%8.8% | +0.60 |
| State Street Financial Select Sector SPDR ETF81369Y605 | 減碼– | 606,475607,251 | −776−0.1% | $3,176 萬$3,025 萬 | −$4.06 萬 | 4.7%5.0% | −0.40 |
| Global X FDS37954Y673 | 減碼– | 597,348760,546 | −163,198−21.5% | $2,603 萬$2,870 萬 | −$711.2 萬 | 3.8%4.8% | −0.98 |
| Invesco QQQ Trust Series I46090E103 | 加碼– | 47,07639,017 | +8,059+20.7% | $2,597 萬$1,830 萬 | +$444.6 萬 | 3.8%3.1% | +0.75 |
| AMZNAmazon Com Inc | 減碼歷史 | 103,019103,921 | −902−0.9% | $2,260 萬$1,977 萬 | −$19.8 萬 | 3.3%3.3% | +0.01 |
| GLDSPDR Gold Trust | 減碼歷史 | 58,57867,602 | −9,024−13.3% | $1,786 萬$1,948 萬 | −$275.1 萬 | 2.6%3.3% | −0.64 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | 加碼– | 126,621125,990 | +631+0.5% | $1,707 萬$1,840 萬 | +$8.51 萬 | 2.5%3.1% | −0.57 |
| iShares Inc464286608 | 加碼– | 278,2677,875 | +270,392+3,433.5% | $1,654 萬$41.9 萬 | +$1,607 萬 | 2.4%0.1% | +2.35 |
| Vanguard S&P 500 ETF922908363 | 加碼– | 27,97519,350 | +8,625+44.6% | $1,589 萬$994.4 萬 | +$489.9 萬 | 2.3%1.7% | +0.67 |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | 減碼– | 107,594107,976 | −382−0.4% | $1,168 萬$1,041 萬 | −$4.15 萬 | 1.7%1.7% | −0.03 |
| IBITiShares Bitcoin Trust ETF | 加碼歷史 | 185,101184,330 | +771+0.4% | $1,133 萬$862.9 萬 | +$4.72 萬 | 1.7%1.4% | +0.22 |
| GOOGAlphabet Inc. | 加碼歷史 | 62,81962,326 | +493+0.8% | $1,114 萬$973.7 萬 | +$8.75 萬 | 1.6%1.6% | +0.01 |
| Invesco Exch Traded FD Tr II46138G870 | 減碼– | 447,797450,915 | −3,118−0.7% | $1,095 萬$1,093 萬 | −$7.62 萬 | 1.6%1.8% | −0.22 |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | 減碼– | 133,053133,279 | −226−0.2% | $1,077 萬$1,088 萬 | −$1.83 萬 | 1.6%1.8% | −0.24 |
| AAPLApple Inc. | 減碼歷史 | 50,19151,434 | −1,243−2.4% | $1,030 萬$1,143 萬 | −$25.5 萬 | 1.5%1.9% | −0.40 |
| MSFTMicrosoft Corp | 加碼歷史 | 18,37818,027 | +351+1.9% | $914.1 萬$676.7 萬 | +$17.5 萬 | 1.3%1.1% | +0.21 |
| Vanguard Morningstar Small-Cap ETF922908751 | 減碼– | 36,20140,428 | −4,227−10.5% | $857.9 萬$896.5 萬 | −$100.2 萬 | 1.3%1.5% | −0.24 |
| PLTRPalantir Technologies Inc. | 加碼歷史 | 60,09559,560 | +535+0.9% | $819.2 萬$502.7 萬 | +$7.29 萬 | 1.2%0.8% | +0.36 |
| State Street Energy Select Sector SPDR ETF81369Y506 | 減碼– | 93,640100,136 | −6,496−6.5% | $794.2 萬$935.8 萬 | −$55.1 萬 | 1.2%1.6% | −0.40 |
| BRK.BBerkshire Hathaway Inc | 減碼歷史 | 16,01716,213 | −196−1.2% | $778.1 萬$863.5 萬 | −$9.52 萬 | 1.1%1.4% | −0.30 |
| State Street Utilities Select Sector SPDR ETF81369Y886 | 加碼– | 83,54881,369 | +2,179+2.7% | $682.3 萬$641.6 萬 | +$17.8 萬 | 1.0%1.1% | −0.07 |
| Vanguard Energy ETF92204A306 | 減碼– | 52,76555,430 | −2,665−4.8% | $628.5 萬$719.0 萬 | −$31.7 萬 | 0.9%1.2% | −0.28 |
| iShares Tr464288182 | 減碼– | 64,52765,270 | −743−1.1% | $533.1 萬$483.0 萬 | −$6.14 萬 | 0.8%0.8% | −0.03 |
| METAMeta Platforms, Inc. | 加碼歷史 | 7,1817,057 | +124+1.8% | $530.0 萬$406.8 萬 | +$9.15 萬 | 0.8%0.7% | +0.10 |
| iShares Russell 2000 ETF464287655 | 減碼– | 23,92025,116 | −1,196−4.8% | $516.2 萬$501.1 萬 | −$25.8 萬 | 0.8%0.8% | −0.08 |
| J P Morgan Exchange Traded F46641Q159 | 加碼– | 102,47187,451 | +15,020+17.2% | $474.6 萬$402.9 萬 | +$69.6 萬 | 0.7%0.7% | +0.02 |
| Vanguard Information Technology ETF92204A702 | 減碼– | 7,0807,105 | −25−0.4% | $469.6 萬$385.4 萬 | −$1.66 萬 | 0.7%0.6% | +0.04 |
| Putnam ETF Trust746729508 | 不變– | 132,620132,620 | 00.0% | $448.8 萬$459.7 萬 | $0 | 0.7%0.8% | −0.11 |
| TSLATesla, Inc. | 加碼歷史 | 13,42513,109 | +316+2.4% | $426.5 萬$339.7 萬 | +$10.0 萬 | 0.6%0.6% | +0.06 |
| iShares U.S. ETF Trust iShares Gsci Commodity Dynamic Roll Strategy ETF46431W853 | 減碼– | 155,053165,334 | −10,281−6.2% | $400.8 萬$437.6 萬 | −$26.6 萬 | 0.6%0.7% | −0.14 |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | 減碼– | 36,55637,060 | −504−1.4% | $400.7 萬$402.8 萬 | −$5.52 萬 | 0.6%0.7% | −0.09 |
| iShares Core MSCI Emerging Markets ETF46434G103 | 加碼– | 64,67764,365 | +312+0.5% | $388.3 萬$347.4 萬 | +$1.87 萬 | 0.6%0.6% | −0.01 |
| NVDANVIDIA Corp | 加碼歷史 | 23,37417,784 | +5,590+31.4% | $369.3 萬$192.7 萬 | +$88.3 萬 | 0.5%0.3% | +0.22 |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | 加碼– | 16,86616,637 | +229+1.4% | $366.6 萬$328.5 萬 | +$4.98 萬 | 0.5%0.5% | −0.01 |
| Schwab US Dividend Equity ETF808524797 | 減碼– | 137,833202,204 | −64,371−31.8% | $365.3 萬$565.4 萬 | −$170.6 萬 | 0.5%0.9% | −0.41 |
| Invesco Exchange Traded FD T46137V357 | 不變– | 19,43619,436 | 00.0% | $353.2 萬$336.7 萬 | $0 | 0.5%0.6% | −0.04 |
| Vanguard Mun BD FDS922907746 | 加碼– | 71,19140,792 | +30,399+74.5% | $349.0 萬$202.4 萬 | +$149.0 萬 | 0.5%0.3% | +0.17 |
| CRMSalesforce, Inc. | 加碼歷史 | 12,58712,410 | +177+1.4% | $343.2 萬$333.0 萬 | +$4.83 萬 | 0.5%0.6% | −0.05 |
| iShares Tr464288760 | 不變– | 17,90817,908 | 00.0% | $337.8 萬$274.2 萬 | $0 | 0.5%0.5% | +0.04 |
| State Street SPDR S&P Bank ETF78464A797 | 不變– | 53,02253,022 | 00.0% | $295.7 萬$280.8 萬 | $0 | 0.4%0.5% | −0.04 |
| iShares S&P 500 Growth ETF464287309 | 加碼– | 25,83515,585 | +10,250+65.8% | $284.4 萬$144.7 萬 | +$112.9 萬 | 0.4%0.2% | +0.17 |
| GOOGLAlphabet Inc. | 加碼歷史 | 15,73115,579 | +152+1.0% | $277.2 萬$240.9 萬 | +$2.68 萬 | 0.4%0.4% | 0.00 |
| iShares Tr46434V613 | 不變– | 59,60859,608 | 00.0% | $275.6 萬$274.7 萬 | $0 | 0.4%0.5% | −0.06 |
| J P Morgan Exchange Traded F46654Q724 | 加碼– | 39,55539,550 | +50.0% | $247.5 萬$236.0 萬 | +$312.88 | 0.4%0.4% | −0.03 |
| iShares Semiconductor ETF464287523 | 減碼– | 10,12411,519 | −1,395−12.1% | $241.7 萬$216.8 萬 | −$33.3 萬 | 0.4%0.4% | −0.01 |
| Invesco Actvely MNGD Etc FD46090F100 | 減碼– | 178,336178,411 | −750.0% | $232.6 萬$243.2 萬 | −$978 | 0.3%0.4% | −0.07 |
| Pacer US Cash Cows 100 ETF69374H881 | 減碼– | 38,26840,378 | −2,110−5.2% | $210.9 萬$221.1 萬 | −$11.6 萬 | 0.3%0.4% | −0.06 |
| Invesco Exchange Traded FD T46137V100 | 減碼– | 13,54513,549 | −40.0% | $191.9 萬$157.9 萬 | −$566.76 | 0.3%0.3% | +0.02 |
| JPMJPMorgan Chase & Co | 減碼歷史 | 6,4986,598 | −100−1.5% | $188.4 萬$161.8 萬 | −$2.90 萬 | 0.3%0.3% | +0.01 |
| IRENIREN Ltd | 加碼歷史 | 128,55077,220 | +51,330+66.5% | $187.3 萬$47.0 萬 | +$74.8 萬 | 0.3%0.1% | +0.20 |
| iShares MSCI India ETF46429B598 | 減碼– | 32,58833,558 | −970−2.9% | $181.5 萬$172.8 萬 | −$5.40 萬 | 0.3%0.3% | −0.02 |
| Global X FDS37960A529 | 新進– | 28,6500 | +28,650 | $172.6 萬$0 | +$172.6 萬 | 0.3%0.0% | +0.25 |
| Vanguard Total Bond Market ETF921937835 | 新進– | 21,7800 | +21,780 | $160.4 萬$0 | +$160.4 萬 | 0.2%0.0% | +0.23 |
| iShares Tr464288281 | 加碼– | 16,73716,706 | +31+0.2% | $155.0 萬$151.3 萬 | +$2,871.27 | 0.2%0.3% | −0.03 |
| HWMHowmet Aerospace Inc. | 減碼歷史 | 8,2508,750 | −500−5.7% | $153.6 萬$113.5 萬 | −$9.31 萬 | 0.2%0.2% | +0.04 |
| Vanguard Financials ETF92204A405 | 加碼– | 12,04812,047 | +10.0% | $153.4 萬$143.9 萬 | +$127.3 | 0.2%0.2% | −0.02 |
| JPMorgan Nasdaq Equity Premium Income ETF46654Q203 | 減碼– | 27,94042,809 | −14,869−34.7% | $152.0 萬$221.7 萬 | −$80.9 萬 | 0.2%0.4% | −0.15 |
| BRK.ABerkshire Hathaway Inc | 不變歷史 | 22 | 00.0% | $145.8 萬$159.7 萬 | $0 | 0.2%0.3% | −0.05 |
| VanEck Semiconductor ETF92189F676 | 加碼– | 5,0863,936 | +1,150+29.2% | $141.8 萬$83.2 萬 | +$32.1 萬 | 0.2%0.1% | +0.07 |
| Vanguard Morningstar Value ETF922908744 | 減碼– | 7,6218,091 | −470−5.8% | $134.7 萬$139.8 萬 | −$8.31 萬 | 0.2%0.2% | −0.04 |
| Vanguard Ftse Emerging Markets ETF922042858 | 加碼– | 25,1368,226 | +16,910+205.6% | $124.3 萬$37.2 萬 | +$83.6 萬 | 0.2%0.1% | +0.12 |
| RCLRoyal Caribbean Cruises Ltd | 加碼歷史 | 3,9513,706 | +245+6.6% | $123.7 萬$76.1 萬 | +$7.67 萬 | 0.2%0.1% | +0.05 |
| Graniteshares ETF Tr38747R108 | 減碼– | 57,37058,770 | −1,400−2.4% | $120.4 萬$127.5 萬 | −$2.94 萬 | 0.2%0.2% | −0.04 |
| Vanguard Scottsdale FDS92206C664 | 減碼– | 13,61513,650 | −35−0.3% | $118.8 萬$110.1 萬 | −$3,052.7 | 0.2%0.2% | −0.01 |
| J P Morgan Exchange Traded F46641Q332 | 減碼– | 20,57758,458 | −37,881−64.8% | $117.0 萬$334.0 萬 | −$215.4 萬 | 0.2%0.6% | −0.39 |
| ProShares Tr74347R107 | 不變– | 11,53211,532 | 00.0% | $112.7 萬$95.5 萬 | $0 | 0.2%0.2% | +0.01 |
| State Street SPDR S&P Biotech ETF78464A870 | 減碼– | 13,43414,573 | −1,139−7.8% | $111.4 萬$118.2 萬 | −$9.45 萬 | 0.2%0.2% | −0.03 |
| Pacer US Small Cap Cash Cows ETF69374H857 | 減碼– | 27,37727,378 | −10.0% | $109.0 萬$102.7 萬 | −$39.82 | 0.2%0.2% | −0.01 |
| Vanguard Morningstar Growth ETF922908736 | 加碼– | 2,3862,380 | +6+0.3% | $104.6 萬$88.3 萬 | +$2,630.4 | 0.2%0.1% | +0.01 |
| ARK Innovation ETF00214Q104 | 減碼– | 14,58814,596 | −8−0.1% | $102.5 萬$69.4 萬 | −$562.32 | 0.2%0.1% | +0.03 |
| iShares Tr464287234 | 加碼– | 20,69517,280 | +3,415+19.8% | $99.8 萬$75.5 萬 | +$16.5 萬 | 0.1%0.1% | +0.02 |
| iShares Tr46435G334 | 新進– | 25,0000 | +25,000 | $99.3 萬$0 | +$99.3 萬 | 0.1%0.0% | +0.15 |
| Vanguard Short-Term Bond ETF921937827 | 加碼– | 12,24911,559 | +690+6.0% | $96.4 萬$90.5 萬 | +$5.43 萬 | 0.1%0.2% | −0.01 |
| Vanguard Intl Equity Index F922042874 | 新進– | 12,2800 | +12,280 | $95.2 萬$0 | +$95.2 萬 | 0.1%0.0% | +0.14 |
| iShares Core S&P Small Cap ETF464287804 | 不變– | 8,6248,624 | 00.0% | $94.3 萬$90.2 萬 | $0 | 0.1%0.2% | −0.01 |
| BACBank of America Corp | 減碼歷史 | 2,08719,869 | −17,782−89.5% | $94.0 萬$82.9 萬 | −$801.1 萬 | 0.1%0.1% | 0.00 |
| GSGoldman Sachs Group Inc | 減碼歷史 | 1,3031,338 | −35−2.6% | $92.2 萬$73.1 萬 | −$2.48 萬 | 0.1%0.1% | +0.01 |
| iShares Tr464287572 | 不變– | 8,2548,254 | 00.0% | $89.0 萬$79.5 萬 | $0 | 0.1%0.1% | 0.00 |
| Vanguard Morningstar Total Stock Market ETF922908769 | 加碼– | 2,7962,623 | +173+6.6% | $85.0 萬$72.1 萬 | +$5.26 萬 | 0.1%0.1% | 0.00 |
| HOODRobinhood Markets, Inc. | 加碼歷史 | 8,3918,306 | +85+1.0% | $78.6 萬$34.6 萬 | +$7,958.55 | 0.1%0.1% | +0.06 |
| Franklin Templeton ETF Tr35473P595 | 減碼– | 31,35531,975 | −620−1.9% | $76.0 萬$77.0 萬 | −$1.50 萬 | 0.1%0.1% | −0.02 |
| New York Life Invts Active E45409F827 | 不變– | 30,41330,413 | 00.0% | $72.5 萬$72.9 萬 | $0 | 0.1%0.1% | −0.02 |
| iShares Tr464287556 | 減碼– | 5,6225,753 | −131−2.3% | $71.1 萬$73.6 萬 | −$1.66 萬 | 0.1%0.1% | −0.02 |
| iShares Tr464288257 | 加碼– | 5,4485,441 | +7+0.1% | $70.1 萬$63.3 萬 | +$900.26 | 0.1%0.1% | 0.00 |
| Invesco Actively Managed Exc46090A804 | 加碼– | 14,69514,665 | +30+0.2% | $68.9 萬$68.8 萬 | +$1,406.74 | 0.1%0.1% | −0.01 |
| iShares Inc464286681 | 新進– | 6,4260 | +6,426 | $63.7 萬$0 | +$63.7 萬 | 0.1%0.0% | +0.09 |
| Vanguard Scottsdale FDS92206C706 | 不變– | 10,44910,449 | 00.0% | $62.5 萬$62.1 萬 | $0 | 0.1%0.1% | −0.01 |
| iShares Tr46434V381 | 不變– | 9,5359,535 | 00.0% | $62.2 萬$54.9 萬 | $0 | 0.1%0.1% | 0.00 |
| Vanguard Communication Services ETF92204A884 | 不變– | 3,5513,551 | 00.0% | $60.7 萬$52.7 萬 | $0 | 0.1%0.1% | 0.00 |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | 不變– | 6,4706,470 | 00.0% | $59.3 萬$59.3 萬 | $0 | 0.1%0.1% | −0.01 |
| Invesco Exchange Traded FD T46137V746 | 不變– | 5,0005,000 | 00.0% | $58.7 萬$48.0 萬 | $0 | 0.1%0.1% | +0.01 |
| Innovator ETFs Trust45782C540 | 不變– | 14,30514,305 | 00.0% | $57.2 萬$53.8 萬 | $0 | 0.1%0.1% | −0.01 |
| BABAAlibaba Group Holding Ltd | 減碼歷史 | 5,0205,890 | −870−14.8% | $56.9 萬$77.9 萬 | −$9.87 萬 | 0.1%0.1% | −0.05 |
| WMTWalmart Inc. | 加碼歷史 | 5,6935,655 | +38+0.7% | $55.7 萬$49.6 萬 | +$3,715.64 | 0.1%0.1% | 0.00 |
| iShares S&P 100 ETF464287101 | 不變– | 1,8241,824 | 00.0% | $55.5 萬$49.4 萬 | $0 | 0.1%0.1% | 0.00 |
| IAUiShares Gold Trust | 加碼歷史 | 8,7407,575 | +1,165+15.4% | $54.5 萬$44.7 萬 | +$7.26 萬 | 0.1%0.1% | +0.01 |
| iShares Russell 1000 Growth ETF464287614 | 加碼– | 1,2701,217 | +53+4.4% | $53.9 萬$43.9 萬 | +$2.25 萬 | 0.1%0.1% | +0.01 |
| iShares Tr464288414 | 不變– | 5,1435,143 | 00.0% | $53.7 萬$54.2 萬 | $0 | 0.1%0.1% | −0.01 |
| State Street SPDR S&P Aerospace & Defense ETF78464A631 | 不變– | 2,4852,485 | 00.0% | $52.4 萬$39.9 萬 | $0 | 0.1%0.1% | +0.01 |
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。