Evolution Wealth Advisors, LLC
- SEC CIK
- 0001763121
- 最新申報
- 2026/7/29
2025 年第 4 季到 2026 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
- 20 檔
- 估計 +$873.8 萬
- 加碼
- 72 檔
- 估計 +$3,949 萬
- 減碼
- 32 檔
- 估計 −$1,690 萬
- 清倉
- 10 檔
- 估計 −$272.0 萬
總值從 $9.91 億變成 $9.81 億（−$1,046 萬 (−1.1%)），持股從 166 檔變成 176 檔（+10）。
2026 年第 1 季全部持倉2025 年第 4 季全部持倉
股數、市值、佔組合 % 每一格上面是 2026 年第 1 季，下面灰字是 2025 年第 4 季。兩季之間拆股的股票，2025 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） |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | 加碼歷史 | 940,410938,352 | +2,058+0.2% | $2.39 億$2.55 億 | +$52.2 萬 | 24.3%25.7% | −1.40 |
| SPYSPDR S&P 500 ETF Trust | 加碼歷史 | 271,320264,460 | +6,860+2.6% | $1.76 億$1.80 億 | +$446.1 萬 | 18.0%18.2% | −0.20 |
| State Street Technology Select Sector SPDR ETF81369Y803 | 加碼– | 513,535505,528 | +8,007+1.6% | $6,825 萬$7,278 萬 | +$106.4 萬 | 7.0%7.3% | −0.38 |
| State Street Financial Select Sector SPDR ETF81369Y605 | 加碼– | 666,678578,666 | +88,012+15.2% | $3,291 萬$3,169 萬 | +$434.5 萬 | 3.4%3.2% | +0.16 |
| Global X FDS37954Y673 | 加碼– | 606,022603,680 | +2,342+0.4% | $3,079 萬$2,885 萬 | +$11.9 萬 | 3.1%2.9% | +0.23 |
| GLDSPDR Gold Trust | 加碼歷史 | 70,28661,327 | +8,959+14.6% | $3,024 萬$2,430 萬 | +$385.5 萬 | 3.1%2.5% | +0.63 |
| Invesco QQQ Trust Series I46090E103 | 加碼– | 45,15744,808 | +349+0.8% | $2,606 萬$2,753 萬 | +$20.1 萬 | 2.7%2.8% | −0.12 |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | 加碼– | 213,226190,814 | +22,412+11.7% | $2,364 萬$2,246 萬 | +$248.5 萬 | 2.4%2.3% | +0.14 |
| AMZNAmazon Com Inc | 加碼歷史 | 99,19997,249 | +1,950+2.0% | $2,066 萬$2,245 萬 | +$40.6 萬 | 2.1%2.3% | −0.16 |
| iShares Inc464286608 | 加碼– | 298,258290,221 | +8,037+2.8% | $1,868 萬$1,860 萬 | +$50.3 萬 | 1.9%1.9% | +0.03 |
| Vanguard S&P 500 ETF922908363 | 加碼– | 29,47628,475 | +1,001+3.5% | $1,761 萬$1,786 萬 | +$59.8 萬 | 1.8%1.8% | −0.01 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | 加碼– | 115,176112,462 | +2,714+2.4% | $1,689 萬$1,741 萬 | +$39.8 萬 | 1.7%1.8% | −0.03 |
| Global X FDS37960A529 | 加碼– | 208,314205,907 | +2,407+1.2% | $1,476 萬$1,334 萬 | +$17.1 萬 | 1.5%1.3% | +0.16 |
| J P Morgan Exchange Traded F46654Q559 | 加碼– | 228,423226,843 | +1,580+0.7% | $1,135 萬$1,139 萬 | +$7.85 萬 | 1.2%1.1% | +0.01 |
| Invesco Exch Traded FD Tr II46138G870 | 加碼– | 469,296448,511 | +20,785+4.6% | $1,125 萬$1,091 萬 | +$49.8 萬 | 1.1%1.1% | +0.05 |
| Vanguard Morningstar Small-Cap ETF922908751 | 加碼– | 36,84736,224 | +623+1.7% | $965.1 萬$934.4 萬 | +$16.3 萬 | 1.0%0.9% | +0.04 |
| PLTRPalantir Technologies Inc. | 加碼歷史 | 56,01654,389 | +1,627+3.0% | $819.4 萬$966.8 萬 | +$23.8 萬 | 0.8%1.0% | −0.14 |
| MSFTMicrosoft Corp | 加碼歷史 | 21,39218,756 | +2,636+14.1% | $791.9 萬$907.1 萬 | +$97.6 萬 | 0.8%0.9% | −0.11 |
| BRK.BBerkshire Hathaway Inc | 加碼歷史 | 16,39215,901 | +491+3.1% | $785.5 萬$799.3 萬 | +$23.5 萬 | 0.8%0.8% | −0.01 |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | 加碼– | 70,55934,562 | +35,997+104.2% | $768.9 萬$412.7 萬 | +$392.3 萬 | 0.8%0.4% | +0.37 |
| State Street Utilities Select Sector SPDR ETF81369Y886 | 加碼– | 165,653154,507 | +11,146+7.2% | $760.2 萬$659.6 萬 | +$51.1 萬 | 0.8%0.7% | +0.11 |
| VanEck ETF Trust92189F601 | 加碼– | 51,07349,551 | +1,522+3.1% | $680.2 萬$615.4 萬 | +$20.3 萬 | 0.7%0.6% | +0.07 |
| GOOGAlphabet Inc. | 減碼歷史 | 22,73123,631 | −900−3.8% | $652.1 萬$741.6 萬 | −$25.8 萬 | 0.7%0.7% | −0.08 |
| IBITiShares Bitcoin Trust ETF | 加碼歷史 | 165,570148,686 | +16,884+11.4% | $636.1 萬$738.2 萬 | +$64.9 萬 | 0.6%0.7% | −0.10 |
| iShares Core MSCI Emerging Markets ETF46434G103 | 加碼– | 87,87385,199 | +2,674+3.1% | $612.9 萬$572.7 萬 | +$18.7 萬 | 0.6%0.6% | +0.05 |
| State Street Energy Select Sector SPDR ETF81369Y506 | 減碼– | 98,116128,359 | −30,243−23.6% | $601.1 萬$573.9 萬 | −$185.3 萬 | 0.6%0.6% | +0.03 |
| iShares Russell 2000 ETF464287655 | 加碼– | 24,04523,694 | +351+1.5% | $596.3 萬$583.3 萬 | +$8.70 萬 | 0.6%0.6% | +0.02 |
| iShares MSCI India ETF46429B598 | 加碼– | 126,67045,721 | +80,949+177.0% | $593.3 萬$247.1 萬 | +$379.2 萬 | 0.6%0.2% | +0.36 |
| J P Morgan Exchange Traded F46641Q159 | 加碼– | 100,391100,326 | +65+0.1% | $462.5 萬$464.4 萬 | +$2,994.55 | 0.5%0.5% | 0.00 |
| Vanguard Information Technology ETF92204A702 | 減碼– | 6,4086,567 | −159−2.4% | $447.1 萬$495.0 萬 | −$11.1 萬 | 0.5%0.5% | −0.04 |
| GOOGLAlphabet Inc. | 加碼歷史 | 15,50513,098 | +2,407+18.4% | $445.9 萬$410.0 萬 | +$69.2 萬 | 0.5%0.4% | +0.04 |
| TSLATesla, Inc. | 加碼歷史 | 11,86911,811 | +58+0.5% | $441.2 萬$531.2 萬 | +$2.16 萬 | 0.4%0.5% | −0.09 |
| Invesco Exchange Traded FD T46137V357 | 加碼– | 22,10619,266 | +2,840+14.7% | $424.3 萬$369.1 萬 | +$54.5 萬 | 0.4%0.4% | +0.06 |
| NVDANVIDIA Corp | 加碼歷史 | 24,28619,180 | +5,106+26.6% | $423.5 萬$357.7 萬 | +$89.0 萬 | 0.4%0.4% | +0.07 |
| METAMeta Platforms, Inc. | 加碼歷史 | 7,1675,848 | +1,319+22.6% | $410.1 萬$386.0 萬 | +$75.5 萬 | 0.4%0.4% | +0.03 |
| iShares Tr464288760 | 加碼– | 18,73817,748 | +990+5.6% | $409.9 萬$381.0 萬 | +$21.7 萬 | 0.4%0.4% | +0.03 |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | 減碼– | 46,980135,854 | −88,874−65.4% | $385.1 萬$1,055 萬 | −$728.6 萬 | 0.4%1.1% | −0.67 |
| iShares Semiconductor ETF464287523 | 加碼– | 11,30911,301 | +8+0.1% | $371.7 萬$340.3 萬 | +$2,629.38 | 0.4%0.3% | +0.04 |
| Putnam ETF Trust746729508 | 減碼– | 125,070128,400 | −3,330−2.6% | $344.9 萬$392.9 萬 | −$9.18 萬 | 0.4%0.4% | −0.04 |
| State Street SPDR S&P Bank ETF78464A797 | 不變– | 53,02253,022 | 00.0% | $315.7 萬$321.8 萬 | $0 | 0.3%0.3% | 0.00 |
| MSTRStrategy Inc | 新進歷史 | 25,1270 | +25,127 | $313.6 萬$0 | +$313.6 萬 | 0.3%0.0% | +0.32 |
| iShares U.S. ETF Trust iShares Gsci Commodity Dynamic Roll Strategy ETF46431W853 | 減碼– | 91,466123,677 | −32,211−26.0% | $309.2 萬$307.9 萬 | −$108.9 萬 | 0.3%0.3% | 0.00 |
| IRENIREN Ltd | 加碼歷史 | 72,84529,835 | +43,010+144.2% | $249.7 萬$112.7 萬 | +$147.4 萬 | 0.3%0.1% | +0.14 |
| Invesco Actvely MNGD Etc FD46090F100 | 減碼– | 134,918153,310 | −18,392−12.0% | $233.7 萬$203.1 萬 | −$31.9 萬 | 0.2%0.2% | +0.03 |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | 加碼– | 21,12820,850 | +278+1.3% | $230.3 萬$229.7 萬 | +$3.03 萬 | 0.2%0.2% | 0.00 |
| Invesco Exchange Traded FD T46137V100 | 不變– | 13,54513,545 | 00.0% | $224.4 萬$212.2 萬 | $0 | 0.2%0.2% | +0.01 |
| Vanguard Energy ETF92204A306 | 減碼– | 12,48518,463 | −5,978−32.4% | $216.0 萬$232.5 萬 | −$103.4 萬 | 0.2%0.2% | −0.01 |
| Pacer US Cash Cows 100 ETF69374H881 | 減碼– | 33,97834,208 | −230−0.7% | $212.6 萬$205.9 萬 | −$1.44 萬 | 0.2%0.2% | +0.01 |
| JPMJPMorgan Chase & Co | 不變歷史 | 6,3656,365 | 00.0% | $187.2 萬$205.1 萬 | $0 | 0.2%0.2% | −0.02 |
| VanEck Semiconductor ETF92189F676 | 減碼– | 4,7445,004 | −260−5.2% | $181.9 萬$180.2 萬 | −$9.97 萬 | 0.2%0.2% | 0.00 |
| Vanguard Short-Term Bond ETF921937827 | 加碼– | 23,00916,649 | +6,360+38.2% | $180.4 萬$131.2 萬 | +$49.9 萬 | 0.2%0.1% | +0.05 |
| Vanguard Total Bond Market ETF921937835 | 加碼– | 24,49821,780 | +2,718+12.5% | $180.4 萬$161.3 萬 | +$20.0 萬 | 0.2%0.2% | +0.02 |
| J P Morgan Exchange Traded F46654Q724 | 減碼– | 27,28729,784 | −2,497−8.4% | $174.4 萬$197.9 萬 | −$16.0 萬 | 0.2%0.2% | −0.02 |
| State Street SPDR S&P Biotech ETF78464A870 | 不變– | 13,18913,189 | 00.0% | $168.5 萬$160.8 萬 | $0 | 0.2%0.2% | +0.01 |
| JPMorgan Nasdaq Equity Premium Income ETF46654Q203 | 加碼– | 29,66028,140 | +1,520+5.4% | $164.7 萬$163.6 萬 | +$8.44 萬 | 0.2%0.2% | 0.00 |
| Schwab US Dividend Equity ETF808524797 | 減碼– | 51,788138,398 | −86,610−62.6% | $158.9 萬$379.6 萬 | −$265.7 萬 | 0.2%0.4% | −0.22 |
| iShares Tr464288281 | 減碼– | 16,78817,045 | −257−1.5% | $157.7 萬$164.1 萬 | −$2.41 萬 | 0.2%0.2% | 0.00 |
| Vanguard Mun BD FDS922907746 | 減碼– | 30,27332,817 | −2,544−7.8% | $151.0 萬$165.0 萬 | −$12.7 萬 | 0.2%0.2% | −0.01 |
| Vanguard Morningstar Value ETF922908744 | 加碼– | 7,6977,010 | +687+9.8% | $151.0 萬$133.9 萬 | +$13.5 萬 | 0.2%0.1% | +0.02 |
| Graniteshares ETF Tr38747R108 | 不變– | 56,25556,255 | 00.0% | $147.8 萬$118.8 萬 | $0 | 0.2%0.1% | +0.03 |
| Vanguard Financials ETF92204A405 | 不變– | 11,88911,889 | 00.0% | $143.6 萬$158.7 萬 | $0 | 0.1%0.2% | −0.01 |
| BRK.ABerkshire Hathaway Inc | 不變歷史 | 22 | 00.0% | $143.6 萬$151.0 萬 | $0 | 0.1%0.2% | −0.01 |
| State Street SPDR S&P Aerospace & Defense ETF78464A631 | 減碼– | 5,3405,395 | −55−1.0% | $135.6 萬$130.1 萬 | −$1.40 萬 | 0.1%0.1% | +0.01 |
| Vanguard Scottsdale FDS92206C664 | 減碼– | 12,80413,535 | −731−5.4% | $128.3 萬$134.7 萬 | −$7.32 萬 | 0.1%0.1% | −0.01 |
| ProShares Tr74347R107 | 加碼– | 23,13423,126 | +80.0% | $120.0 萬$133.9 萬 | +$415.04 | 0.1%0.1% | −0.01 |
| iShares Tr464287234 | 不變– | 20,69720,697 | 00.0% | $117.5 萬$113.2 萬 | $0 | 0.1%0.1% | +0.01 |
| AVGOBroadcom Inc. | 加碼歷史 | 3,7961,697 | +2,099+123.7% | $117.5 萬$58.7 萬 | +$65.0 萬 | 0.1%0.1% | +0.06 |
| INTCIntel Corp | 加碼歷史 | 25,97017,467 | +8,503+48.7% | $114.6 萬$64.5 萬 | +$37.5 萬 | 0.1%0.1% | +0.05 |
| iShares Tr46435G334 | 不變– | 25,00025,000 | 00.0% | $113.9 萬$110.0 萬 | $0 | 0.1%0.1% | +0.01 |
| Vanguard Morningstar Growth ETF922908736 | 加碼– | 2,5582,386 | +172+7.2% | $111.7 萬$116.4 萬 | +$7.51 萬 | 0.1%0.1% | 0.00 |
| Pacer US Small Cap Cash Cows ETF69374H857 | 不變– | 24,81724,817 | 00.0% | $111.4 萬$110.1 萬 | $0 | 0.1%0.1% | 0.00 |
| RCLRoyal Caribbean Cruises Ltd | 不變歷史 | 3,9393,939 | 00.0% | $108.4 萬$109.9 萬 | $0 | 0.1%0.1% | 0.00 |
| GBTCGrayscale Bitcoin Trust ETF | 不變歷史 | 19,88119,881 | 00.0% | $104.9 萬$135.9 萬 | $0 | 0.1%0.1% | −0.03 |
| iShares S&P 500 Growth ETF464287309 | 減碼– | 9,25610,300 | −1,044−10.1% | $104.7 萬$127.0 萬 | −$11.8 萬 | 0.1%0.1% | −0.02 |
| iShares Tr464287572 | 不變– | 8,2548,254 | 00.0% | $99.8 萬$104.6 萬 | $0 | 0.1%0.1% | 0.00 |
| BACBank of America Corp | 不變歷史 | 2,0872,087 | 00.0% | $96.9 萬– | $0 | 0.1%– | +0.10 |
| Direxion Shs ETF Tr25459W862 | 新進– | 5,2300 | +5,230 | $96.7 萬$0 | +$96.7 萬 | 0.1%0.0% | +0.10 |
| GSGoldman Sachs Group Inc | 不變歷史 | 1,1431,143 | 00.0% | $96.7 萬$100.5 萬 | $0 | 0.1%0.1% | 0.00 |
| iShares Core S&P Small Cap ETF464287804 | 減碼– | 7,6948,340 | −646−7.7% | $95.6 萬$100.2 萬 | −$8.03 萬 | 0.1%0.1% | 0.00 |
| IAUiShares Gold Trust | 加碼歷史 | 10,4978,877 | +1,620+18.2% | $92.5 萬$72.1 萬 | +$14.3 萬 | 0.1%0.1% | +0.02 |
| HWMHowmet Aerospace Inc. | 減碼歷史 | 4,0007,750 | −3,750−48.4% | $92.2 萬$158.9 萬 | −$86.4 萬 | 0.1%0.2% | −0.07 |
| ARK Innovation ETF00214Q104 | 不變– | 13,47213,472 | 00.0% | $91.1 萬$103.6 萬 | $0 | 0.1%0.1% | −0.01 |
| Vanguard Morningstar Total Stock Market ETF922908769 | 不變– | 2,7712,771 | 00.0% | $88.9 萬$92.9 萬 | $0 | 0.1%0.1% | 0.00 |
| iShares Tr464287556 | 不變– | 5,0675,067 | 00.0% | $85.6 萬$85.5 萬 | $0 | 0.1%0.1% | 0.00 |
| ProShares Tr74347X831 | 加碼– | 19,6046,436 | +13,168+204.6% | $81.7 萬$33.9 萬 | +$54.9 萬 | 0.1%<0.1% | +0.05 |
| Tidal Trust I886364231 | 減碼– | 34,05036,090 | −2,040−5.7% | $81.3 萬$89.4 萬 | −$4.87 萬 | 0.1%0.1% | −0.01 |
| iShares MSCI Eafe ETF464287465 | 加碼– | 7,9866,036 | +1,950+32.3% | $77.6 萬$58.0 萬 | +$18.9 萬 | 0.1%0.1% | +0.02 |
| iShares Tr464288257 | 不變– | 5,4575,457 | 00.0% | $75.5 萬$77.2 萬 | $0 | 0.1%0.1% | 0.00 |
| New York Life Invts Active E45409F827 | 不變– | 30,41330,413 | 00.0% | $73.3 萬$74.0 萬 | $0 | 0.1%0.1% | 0.00 |
| Franklin Templeton ETF Tr35473P595 | 加碼– | 30,44430,428 | +16+0.1% | $70.0 萬$71.3 萬 | +$368 | 0.1%0.1% | 0.00 |
| WMTWalmart Inc. | 不變歷史 | 5,5935,593 | 00.0% | $69.5 萬$62.3 萬 | $0 | 0.1%0.1% | +0.01 |
| iShares Tr464288638 | 加碼– | 12,3017,619 | +4,682+61.5% | $65.5 萬$41.1 萬 | +$24.9 萬 | 0.1%<0.1% | +0.03 |
| iShares Inc464286681 | 不變– | 6,4266,426 | 00.0% | $65.4 萬$66.4 萬 | $0 | 0.1%0.1% | 0.00 |
| iShares Tr46434V381 | 不變– | 9,5359,535 | 00.0% | $65.0 萬$66.5 萬 | $0 | 0.1%0.1% | 0.00 |
| Vanguard Communication Services ETF92204A884 | 不變– | 3,5513,551 | 00.0% | $63.9 萬$68.8 萬 | $0 | 0.1%0.1% | 0.00 |
| Invesco Exchange Traded FD T46137V746 | 不變– | 5,0005,000 | 00.0% | $63.0 萬$63.6 萬 | $0 | 0.1%0.1% | 0.00 |
| Invesco Actively Managed Exc46090A804 | 加碼– | 13,37712,300 | +1,077+8.8% | $62.6 萬$58.3 萬 | +$5.04 萬 | 0.1%0.1% | +0.01 |
| Innovator ETFs Trust45782C540 | 不變– | 14,30514,305 | 00.0% | $60.8 萬$62.1 萬 | $0 | 0.1%0.1% | 0.00 |
| AMDAdvanced Micro Devices Inc | 加碼歷史 | 2,9832,194 | +789+36.0% | $60.7 萬$47.0 萬 | +$16.1 萬 | 0.1%<0.1% | +0.01 |
| BABAAlibaba Group Holding Ltd | 減碼歷史 | 4,8124,887 | −75−1.5% | $60.4 萬$71.6 萬 | −$9,409.51 | 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。