Evolution Wealth Advisors, LLC
- SEC CIK
- 0001763121
- 最新申報
- 2026/7/29
2025 年第 3 季到 2025 年第 4 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
- 10 檔
- 估計 +$959.8 萬
- 加碼
- 46 檔
- 估計 +$2.49 億
- 減碼
- 55 檔
- 估計 −$1,919 萬
- 清倉
- 9 檔
- 估計 −$477.4 萬
總值從 $7.44 億變成 $9.91 億（+$2.47 億 (+33.3%)），持股從 165 檔變成 166 檔（+1）。
2025 年第 4 季全部持倉2025 年第 3 季全部持倉
股數、市值、佔組合 % 每一格上面是 2025 年第 4 季，下面灰字是 2025 年第 3 季。兩季之間拆股的股票，2025 年第 3 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） |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | 加碼歷史 | 938,35249,524 | +888,828+1,794.7% | $2.55 億$1,261 萬 | +$2.42 億 | 25.7%1.7% | +24.04 |
| SPYSPDR S&P 500 ETF Trust | 加碼歷史 | 264,460260,805 | +3,655+1.4% | $1.80 億$1.74 億 | +$249.2 萬 | 18.2%23.4% | −5.17 |
| State Street Technology Select Sector SPDR ETF81369Y803 | 不變依 2 比 1 拆股換算– | 505,528504,660 | 00.0% | $7,278 萬$7,112 萬 | $0 | 7.3%9.6% | −2.22 |
| State Street Financial Select Sector SPDR ETF81369Y605 | 加碼– | 578,666573,051 | +5,615+1.0% | $3,169 萬$3,087 萬 | +$30.8 萬 | 3.2%4.2% | −0.95 |
| Global X FDS37954Y673 | 減碼– | 603,680603,857 | −1770.0% | $2,885 萬$2,876 萬 | −$8,458.84 | 2.9%3.9% | −0.96 |
| Invesco QQQ Trust Series I46090E103 | 減碼– | 44,80844,884 | −76−0.2% | $2,753 萬$2,695 萬 | −$4.67 萬 | 2.8%3.6% | −0.85 |
| GLDSPDR Gold Trust | 加碼歷史 | 61,32760,609 | +718+1.2% | $2,430 萬$2,154 萬 | +$28.5 萬 | 2.5%2.9% | −0.44 |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | 減碼– | 190,814190,883 | −690.0% | $2,246 萬$2,259 萬 | −$8,122.67 | 2.3%3.0% | −0.77 |
| AMZNAmazon Com Inc | 減碼歷史 | 97,24997,296 | −470.0% | $2,245 萬$2,136 萬 | −$1.08 萬 | 2.3%2.9% | −0.61 |
| iShares Inc464286608 | 加碼– | 290,221283,723 | +6,498+2.3% | $1,860 萬$1,757 萬 | +$41.7 萬 | 1.9%2.4% | −0.49 |
| Vanguard S&P 500 ETF922908363 | 減碼– | 28,47528,720 | −245−0.9% | $1,786 萬$1,759 萬 | −$15.4 萬 | 1.8%2.4% | −0.56 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | 加碼– | 112,462111,156 | +1,306+1.2% | $1,741 萬$1,547 萬 | +$20.2 萬 | 1.8%2.1% | −0.32 |
| Global X FDS37960A529 | 加碼– | 205,907203,109 | +2,798+1.4% | $1,334 萬$1,427 萬 | +$18.1 萬 | 1.3%1.9% | −0.57 |
| J P Morgan Exchange Traded F46654Q559 | 減碼– | 226,843230,707 | −3,864−1.7% | $1,139 萬$1,158 萬 | −$19.4 萬 | 1.1%1.6% | −0.41 |
| Invesco Exch Traded FD Tr II46138G870 | 加碼– | 448,511446,489 | +2,022+0.5% | $1,091 萬$1,103 萬 | +$4.92 萬 | 1.1%1.5% | −0.38 |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | 加碼– | 135,854134,180 | +1,674+1.2% | $1,055 萬$1,052 萬 | +$13.0 萬 | 1.1%1.4% | −0.35 |
| PLTRPalantir Technologies Inc. | 減碼歷史 | 54,38955,739 | −1,350−2.4% | $966.8 萬$1,017 萬 | −$24.0 萬 | 1.0%1.4% | −0.39 |
| Vanguard Morningstar Small-Cap ETF922908751 | 減碼– | 36,22436,251 | −27−0.1% | $934.4 萬$921.8 萬 | −$6,964.61 | 0.9%1.2% | −0.30 |
| MSFTMicrosoft Corp | 加碼歷史 | 18,75618,542 | +214+1.2% | $907.1 萬$960.4 萬 | +$10.3 萬 | 0.9%1.3% | −0.38 |
| BRK.BBerkshire Hathaway Inc | 減碼歷史 | 15,90116,030 | −129−0.8% | $799.3 萬$805.9 萬 | −$6.48 萬 | 0.8%1.1% | −0.28 |
| GOOGAlphabet Inc. | 減碼歷史 | 23,63124,738 | −1,107−4.5% | $741.6 萬$602.5 萬 | −$34.7 萬 | 0.7%0.8% | −0.06 |
| IBITiShares Bitcoin Trust ETF | 減碼歷史 | 148,686177,322 | −28,636−16.1% | $738.2 萬$1,153 萬 | −$142.2 萬 | 0.7%1.5% | −0.80 |
| State Street Utilities Select Sector SPDR ETF81369Y886 | 減碼依 2 比 1 拆股換算– | 154,507169,252 | −14,745−8.7% | $659.6 萬$738.0 萬 | −$62.9 萬 | 0.7%1.0% | −0.33 |
| VanEck ETF Trust92189F601 | 新進– | 49,5510 | +49,551 | $615.4 萬$0 | +$615.4 萬 | 0.6%0.0% | +0.62 |
| iShares Russell 2000 ETF464287655 | 加碼– | 23,69423,663 | +31+0.1% | $583.3 萬$572.6 萬 | +$7,630.99 | 0.6%0.8% | −0.18 |
| State Street Energy Select Sector SPDR ETF81369Y506 | 減碼依 2 比 1 拆股換算– | 128,359166,436 | −38,077−22.9% | $573.9 萬$743.5 萬 | −$170.2 萬 | 0.6%1.0% | −0.42 |
| iShares Core MSCI Emerging Markets ETF46434G103 | 加碼– | 85,19968,069 | +17,130+25.2% | $572.7 萬$448.7 萬 | +$115.1 萬 | 0.6%0.6% | −0.03 |
| TSLATesla, Inc. | 減碼歷史 | 11,81112,207 | −396−3.2% | $531.2 萬$542.9 萬 | −$17.8 萬 | 0.5%0.7% | −0.19 |
| Vanguard Information Technology ETF92204A702 | 減碼– | 6,5676,722 | −155−2.3% | $495.0 萬$501.9 萬 | −$11.7 萬 | 0.5%0.7% | −0.18 |
| J P Morgan Exchange Traded F46641Q159 | 減碼– | 100,326101,056 | −730−0.7% | $464.4 萬$469.0 萬 | −$3.38 萬 | 0.5%0.6% | −0.16 |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | 加碼依 2 比 1 拆股換算– | 34,56233,734 | +828+2.5% | $412.7 萬$404.2 萬 | +$9.89 萬 | 0.4%0.5% | −0.13 |
| GOOGLAlphabet Inc. | 減碼歷史 | 13,09813,180 | −82−0.6% | $410.0 萬$320.4 萬 | −$2.57 萬 | 0.4%0.4% | −0.02 |
| Putnam ETF Trust746729508 | 減碼– | 128,400130,900 | −2,500−1.9% | $392.9 萬$416.0 萬 | −$7.65 萬 | 0.4%0.6% | −0.16 |
| METAMeta Platforms, Inc. | 減碼歷史 | 5,8486,682 | −834−12.5% | $386.0 萬$490.7 萬 | −$55.1 萬 | 0.4%0.7% | −0.27 |
| iShares Tr464288760 | 減碼– | 17,74819,258 | −1,510−7.8% | $381.0 萬$403.0 萬 | −$32.4 萬 | 0.4%0.5% | −0.16 |
| Schwab US Dividend Equity ETF808524797 | 加碼– | 138,398137,617 | +781+0.6% | $379.6 萬$375.7 萬 | +$2.14 萬 | 0.4%0.5% | −0.12 |
| Invesco Exchange Traded FD T46137V357 | 減碼– | 19,26619,436 | −170−0.9% | $369.1 萬$368.7 萬 | −$3.26 萬 | 0.4%0.5% | −0.12 |
| NVDANVIDIA Corp | 減碼歷史 | 19,18022,750 | −3,570−15.7% | $357.7 萬$424.5 萬 | −$66.6 萬 | 0.4%0.6% | −0.21 |
| iShares Semiconductor ETF464287523 | 加碼– | 11,30110,693 | +608+5.7% | $340.3 萬$289.9 萬 | +$18.3 萬 | 0.3%0.4% | −0.05 |
| State Street SPDR S&P Bank ETF78464A797 | 不變– | 53,02253,022 | 00.0% | $321.8 萬$315.1 萬 | $0 | 0.3%0.4% | −0.10 |
| iShares U.S. ETF Trust iShares Gsci Commodity Dynamic Roll Strategy ETF46431W853 | 減碼– | 123,677141,593 | −17,916−12.7% | $307.9 萬$380.2 萬 | −$44.6 萬 | 0.3%0.5% | −0.20 |
| iShares MSCI India ETF46429B598 | 加碼– | 45,72132,878 | +12,843+39.1% | $247.1 萬$171.2 萬 | +$69.4 萬 | 0.2%0.2% | +0.02 |
| Vanguard Energy ETF92204A306 | 減碼– | 18,46351,712 | −33,249−64.3% | $232.5 萬$650.8 萬 | −$418.7 萬 | 0.2%0.9% | −0.64 |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | 加碼– | 20,85020,146 | +704+3.5% | $229.7 萬$224.6 萬 | +$7.76 萬 | 0.2%0.3% | −0.07 |
| Invesco Exchange Traded FD T46137V100 | 不變– | 13,54513,545 | 00.0% | $212.2 萬$210.6 萬 | $0 | 0.2%0.3% | −0.07 |
| Pacer US Cash Cows 100 ETF69374H881 | 不變– | 34,20834,208 | 00.0% | $205.9 萬$196.6 萬 | $0 | 0.2%0.3% | −0.06 |
| JPMJPMorgan Chase & Co | 減碼歷史 | 6,3656,498 | −133−2.0% | $205.1 萬$205.0 萬 | −$4.29 萬 | 0.2%0.3% | −0.07 |
| Invesco Actvely MNGD Etc FD46090F100 | 減碼– | 153,310165,716 | −12,406−7.5% | $203.1 萬$222.6 萬 | −$16.4 萬 | 0.2%0.3% | −0.09 |
| J P Morgan Exchange Traded F46654Q724 | 減碼– | 29,78434,777 | −4,993−14.4% | $197.9 萬$226.1 萬 | −$33.2 萬 | 0.2%0.3% | −0.10 |
| VanEck Semiconductor ETF92189F676 | 減碼– | 5,0045,190 | −186−3.6% | $180.2 萬$169.4 萬 | −$6.70 萬 | 0.2%0.2% | −0.05 |
| Vanguard Mun BD FDS922907746 | 不變– | 32,81732,817 | 00.0% | $165.0 萬$164.3 萬 | $0 | 0.2%0.2% | −0.05 |
| iShares Tr464288281 | 加碼– | 17,04515,886 | +1,159+7.3% | $164.1 萬$151.2 萬 | +$11.2 萬 | 0.2%0.2% | −0.04 |
| JPMorgan Nasdaq Equity Premium Income ETF46654Q203 | 加碼– | 28,14028,039 | +101+0.4% | $163.6 萬$161.3 萬 | +$5,871.46 | 0.2%0.2% | −0.05 |
| Vanguard Total Bond Market ETF921937835 | 不變– | 21,78021,780 | 00.0% | $161.3 萬$162.0 萬 | $0 | 0.2%0.2% | −0.06 |
| State Street SPDR S&P Biotech ETF78464A870 | 減碼– | 13,18913,338 | −149−1.1% | $160.8 萬$133.7 萬 | −$1.82 萬 | 0.2%0.2% | −0.02 |
| HWMHowmet Aerospace Inc. | 減碼歷史 | 7,7508,750 | −1,000−11.4% | $158.9 萬$171.7 萬 | −$20.5 萬 | 0.2%0.2% | −0.07 |
| Vanguard Financials ETF92204A405 | 加碼– | 11,88911,888 | +10.0% | $158.7 萬$156.0 萬 | +$133.49 | 0.2%0.2% | −0.05 |
| BRK.ABerkshire Hathaway Inc | 不變歷史 | 22 | 00.0% | $151.0 萬$150.8 萬 | $0 | 0.2%0.2% | −0.05 |
| GBTCGrayscale Bitcoin Trust ETF | 新進歷史 | 19,8810 | +19,881 | $135.9 萬$0 | +$135.9 萬 | 0.1%0.0% | +0.14 |
| Vanguard Scottsdale FDS92206C664 | 不變– | 13,53513,535 | 00.0% | $134.7 萬$132.4 萬 | $0 | 0.1%0.2% | −0.04 |
| ProShares Tr74347R107 | 不變依 2 比 1 拆股換算– | 23,12623,064 | 00.0% | $133.9 萬$129.3 萬 | $0 | 0.1%0.2% | −0.04 |
| Vanguard Morningstar Value ETF922908744 | 不變– | 7,0107,010 | 00.0% | $133.9 萬$130.7 萬 | $0 | 0.1%0.2% | −0.04 |
| Vanguard Short-Term Bond ETF921937827 | 加碼– | 16,64913,644 | +3,005+22.0% | $131.2 萬$107.7 萬 | +$23.7 萬 | 0.1%0.1% | −0.01 |
| State Street SPDR S&P Aerospace & Defense ETF78464A631 | 減碼– | 5,3955,465 | −70−1.3% | $130.1 萬$128.4 萬 | −$1.69 萬 | 0.1%0.2% | −0.04 |
| iShares S&P 500 Growth ETF464287309 | 加碼– | 10,30010,230 | +70+0.7% | $127.0 萬$123.5 萬 | +$8,628.2 | 0.1%0.2% | −0.04 |
| Graniteshares ETF Tr38747R108 | 減碼– | 56,25557,120 | −865−1.5% | $118.8 萬$124.5 萬 | −$1.83 萬 | 0.1%0.2% | −0.05 |
| Vanguard Morningstar Growth ETF922908736 | 不變– | 2,3862,386 | 00.0% | $116.4 萬$114.4 萬 | $0 | 0.1%0.2% | −0.04 |
| iShares Tr464287234 | 加碼– | 20,69720,695 | +20.0% | $113.2 萬$110.5 萬 | +$109.42 | 0.1%0.1% | −0.03 |
| IRENIREN Ltd | 加碼歷史 | 29,83524,795 | +5,040+20.3% | $112.7 萬$116.4 萬 | +$19.0 萬 | 0.1%0.2% | −0.04 |
| Pacer US Small Cap Cash Cows ETF69374H857 | 減碼– | 24,81725,877 | −1,060−4.1% | $110.1 萬$113.3 萬 | −$4.70 萬 | 0.1%0.2% | −0.04 |
| iShares Tr46435G334 | 不變– | 25,00025,000 | 00.0% | $110.0 萬$104.9 萬 | $0 | 0.1%0.1% | −0.03 |
| RCLRoyal Caribbean Cruises Ltd | 加碼歷史 | 3,9393,938 | +10.0% | $109.9 萬$127.4 萬 | +$278.92 | 0.1%0.2% | −0.06 |
| iShares Tr464287572 | 不變– | 8,2548,254 | 00.0% | $104.6 萬$99.1 萬 | $0 | 0.1%0.1% | −0.03 |
| ARK Innovation ETF00214Q104 | 減碼– | 13,47214,741 | −1,269−8.6% | $103.6 萬$127.2 萬 | −$9.76 萬 | 0.1%0.2% | −0.07 |
| GSGoldman Sachs Group Inc | 減碼歷史 | 1,1431,303 | −160−12.3% | $100.5 萬$103.8 萬 | −$14.1 萬 | 0.1%0.1% | −0.04 |
| iShares Core S&P Small Cap ETF464287804 | 加碼– | 8,3408,319 | +21+0.3% | $100.2 萬$98.9 萬 | +$2,523.78 | 0.1%0.1% | −0.03 |
| Vanguard Morningstar Total Stock Market ETF922908769 | 加碼– | 2,7712,623 | +148+5.6% | $92.9 萬$86.1 萬 | +$4.96 萬 | 0.1%0.1% | −0.02 |
| Tidal Trust I886364231 | 減碼– | 36,09036,930 | −840−2.3% | $89.4 萬$92.3 萬 | −$2.08 萬 | 0.1%0.1% | −0.03 |
| iShares Tr464287556 | 減碼– | 5,0675,317 | −250−4.7% | $85.5 萬$76.8 萬 | −$4.22 萬 | 0.1%0.1% | −0.02 |
| iShares Tr464288257 | 加碼– | 5,4575,448 | +9+0.2% | $77.2 萬$75.3 萬 | +$1,273.5 | 0.1%0.1% | −0.02 |
| New York Life Invts Active E45409F827 | 不變– | 30,41330,413 | 00.0% | $74.0 萬$73.9 萬 | $0 | 0.1%0.1% | −0.02 |
| IAUiShares Gold Trust | 加碼歷史 | 8,8778,875 | +20.0% | $72.1 萬$64.6 萬 | +$162.34 | 0.1%0.1% | −0.01 |
| BABAAlibaba Group Holding Ltd | 減碼歷史 | 4,8875,094 | −207−4.1% | $71.6 萬$91.0 萬 | −$3.03 萬 | 0.1%0.1% | −0.05 |
| Franklin Templeton ETF Tr35473P595 | 減碼– | 30,42831,381 | −953−3.0% | $71.3 萬$75.4 萬 | −$2.23 萬 | 0.1%0.1% | −0.03 |
| Vanguard Communication Services ETF92204A884 | 不變– | 3,5513,551 | 00.0% | $68.8 萬$66.7 萬 | $0 | 0.1%0.1% | −0.02 |
| iShares Tr46434V381 | 不變– | 9,5359,535 | 00.0% | $66.5 萬$68.6 萬 | $0 | 0.1%0.1% | −0.03 |
| iShares Inc464286681 | 不變– | 6,4266,426 | 00.0% | $66.4 萬$66.2 萬 | $0 | 0.1%0.1% | −0.02 |
| INTCIntel Corp | 不變歷史 | 17,46717,467 | 00.0% | $64.5 萬$58.6 萬 | $0 | 0.1%0.1% | −0.01 |
| Invesco Exchange Traded FD T46137V746 | 不變– | 5,0005,000 | 00.0% | $63.6 萬$62.7 萬 | $0 | 0.1%0.1% | −0.02 |
| iShares S&P 100 ETF464287101 | 不變– | 1,8241,824 | 00.0% | $62.6 萬$60.7 萬 | $0 | 0.1%0.1% | −0.02 |
| WMTWalmart Inc. | 不變歷史 | 5,5935,593 | 00.0% | $62.3 萬$57.6 萬 | $0 | 0.1%0.1% | −0.01 |
| Innovator ETFs Trust45782C540 | 不變– | 14,30514,305 | 00.0% | $62.1 萬$60.1 萬 | $0 | 0.1%0.1% | −0.02 |
| J P Morgan Exchange Traded F46641Q332 | 減碼– | 10,71518,657 | −7,942−42.6% | $61.3 萬$106.5 萬 | −$45.5 萬 | 0.1%0.1% | −0.08 |
| Vanguard Intl Equity Index F922042874 | 不變– | 7,2807,280 | 00.0% | $60.9 萬$58.1 萬 | $0 | 0.1%0.1% | −0.02 |
| iShares Russell 1000 Growth ETF464287614 | 不變– | 1,2701,270 | 00.0% | $60.1 萬$59.5 萬 | $0 | 0.1%0.1% | −0.02 |
| AVGOBroadcom Inc. | 加碼歷史 | 1,6971,530 | +167+10.9% | $58.7 萬$50.5 萬 | +$5.78 萬 | 0.1%0.1% | −0.01 |
| Invesco Actively Managed Exc46090A804 | 加碼– | 12,30011,992 | +308+2.6% | $58.3 萬$57.0 萬 | +$1.46 萬 | 0.1%0.1% | −0.02 |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | 不變– | 6,9406,940 | 00.0% | $58.1 萬$58.4 萬 | $0 | 0.1%0.1% | −0.02 |
| iShares MSCI Eafe ETF464287465 | 加碼– | 6,0365,875 | +161+2.7% | $58.0 萬$54.9 萬 | +$1.55 萬 | 0.1%0.1% | −0.02 |
| Vanguard Intl Equity Index F922042866 | 不變– | 5,8975,897 | 00.0% | $53.3 萬$51.8 萬 | $0 | 0.1%0.1% | −0.02 |
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。