Evolution Advisers, Inc.
- SEC CIK
- 0001906967
- 最新申報
- 2026/7/31
2021 年第 4 季持倉
持倉截至 2021/12/31，2022/2/9 申報。只含多頭部位。
- 持股檔數
- 148
- 2021 年第 3 季沒有申報
- 總值
- $1.36 億
- 2021 年第 3 季沒有申報
Evolution Advisers, Inc. 沒有申報 2021 年第 3 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard Morningstar Growth ETF922908736 | ETF | 65,387 | $2,098 萬 | 15.4% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 385,989 | $1,971 萬 | 14.5% | – | – | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 113,840 | $1,675 萬 | 12.3% | – | – | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 298,624 | $1,647 萬 | 12.1% | – | – | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 132,562 | $1,071 萬 | 7.9% | – | – | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 168,651 | $834.1 萬 | 6.1% | – | – | – |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 147,046 | $776.9 萬 | 5.7% | – | – | – |
| Vanguard BD Index FDS921937793 | LONG TERM BOND | 71,825 | $739.2 萬 | 5.4% | – | – | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 25,583 | $578.2 萬 | 4.3% | – | – | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 52,097 | $456.4 萬 | 3.4% | – | – | – |
| Nushares ETF Tr67092P805 | NUVEEN ESG INTL | 80,535 | $249.5 萬 | 1.8% | – | – | – |
| Nushares ETF Tr67092P201 | NUVEEN ESG LRGCP | 22,340 | $153.1 萬 | 1.1% | – | – | – |
| Nushares ETF Tr67092P300 | NUVEEN ESG LRGVL | 39,161 | $152.2 萬 | 1.1% | – | – | – |
| Invesco Exchange Traded FD T46137V738 | LARGE CAP VALUE | 25,165 | $122.6 萬 | 0.9% | – | – | – |
| Nushares ETF Tr67092P870 | NUVEEN ESG US | 35,297 | $90.6 萬 | 0.7% | – | – | – |
| AAPLApple Inc. | Stock | 4,825 | $85.6 萬 | 0.6% | – | – | 歷史 |
| UNPUnion Pacific Corp | Stock | 2,816 | $70.9 萬 | 0.5% | – | – | 歷史 |
| Nushares ETF Tr67092P888 | NUVEEN ESG EMRGN | 20,006 | $64.6 萬 | 0.5% | – | – | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 18,817 | $54.5 萬 | 0.4% | – | – | – |
| Nushares ETF Tr67092P607 | NUVEEN ESG SMLCP | 11,657 | $48.9 萬 | 0.4% | – | – | – |
| KMBKimberly Clark Corp | Stock | 2,832 | $40.7 萬 | 0.3% | – | – | 歷史 |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 1,494 | $38.0 萬 | 0.3% | – | – | – |
| WFCWells Fargo & Company | Stock | 7,667 | $36.7 萬 | 0.3% | – | – | 歷史 |
| UBSIUnited Bankshares Inc | COM | 10,042 | $36.4 萬 | 0.3% | – | – | 歷史 |
| DDominion Energy, Inc | Stock | 4,437 | $34.8 萬 | 0.3% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 4,736 | $28.9 萬 | 0.2% | – | – | 歷史 |
| ORIOld Republic International Corp | COM | 10,961 | $26.9 萬 | 0.2% | – | – | 歷史 |
| TSLATesla, Inc. | Stock | 247 | $26.1 萬 | 0.2% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 662 | $19.7 萬 | 0.1% | – | – | 歷史 |
| MOAltria Group, Inc. | Stock | 3,996 | $19.2 萬 | 0.1% | – | – | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 1,660 | $18.6 萬 | 0.1% | – | – | – |
| HDHome Depot, Inc. | Stock | 440 | $18.2 萬 | 0.1% | – | – | 歷史 |
| NINisource Inc. | COM | 5,932 | $16.3 萬 | 0.1% | – | – | 歷史 |
| WMTWalmart Inc. | Stock | 1,022 | $14.8 萬 | 0.1% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 46 | $13.3 萬 | 0.1% | – | – | 歷史 |
| MAMastercard Inc | Stock | 359 | $12.8 萬 | 0.1% | – | – | 歷史 |
| TROWPrice T Rowe Group Inc | Stock | 641 | $12.6 萬 | 0.1% | – | – | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 253 | $11.0 萬 | 0.1% | – | – | – |
| TDYTeledyne Technologies Inc | COM | 250 | $10.9 萬 | 0.1% | – | – | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 160 | $10.6 萬 | 0.1% | – | – | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 190 | $9.00 萬 | 0.1% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 540 | $8.80 萬 | 0.1% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 250 | $8.40 萬 | 0.1% | – | – | 歷史 |
| HCAHCA Healthcare, Inc. | COM | 315 | $8.00 萬 | 0.1% | – | – | 歷史 |
| VVisa Inc. | Stock | 365 | $7.90 萬 | 0.1% | – | – | 歷史 |
| ELVElevance Health, Inc. | Stock | 158 | $7.30 萬 | 0.1% | – | – | 歷史 |
| HSYHershey Co | COM | 369 | $7.10 萬 | 0.1% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 24 | $6.90 萬 | 0.1% | – | – | 歷史 |
| ADBEAdobe Inc. | Stock | 119 | $6.70 萬 | <0.1% | – | – | 歷史 |
| TFCTruist Financial Corp | COM | 1,116 | $6.50 萬 | <0.1% | – | – | 歷史 |
| PEPPepsiCo Inc | Stock | 342 | $5.90 萬 | <0.1% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 331 | $5.20 萬 | <0.1% | – | – | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 203 | $5.10 萬 | <0.1% | – | – | – |
| METAMeta Platforms, Inc. | Stock | 144 | $4.80 萬 | <0.1% | – | – | 歷史 |
| CWCurtiss Wright Corp | Stock | 350 | $4.80 萬 | <0.1% | – | – | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 196 | $4.70 萬 | <0.1% | – | – | – |
| LMTLockheed Martin Corp | Stock | 132 | $4.60 萬 | <0.1% | – | – | 歷史 |
| First Tr Exchange-Traded FD33733B100 | WTR ETF | 456 | $4.30 萬 | <0.1% | – | – | – |
| EXCExelon Corp | Stock | 683 | $3.90 萬 | <0.1% | – | – | 歷史 |
| PAYXPaychex Inc | Stock | 284 | $3.80 萬 | <0.1% | – | – | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 527 | $3.30 萬 | <0.1% | – | – | 歷史 |
| ORCLOracle Corp | Stock | 380 | $3.30 萬 | <0.1% | – | – | 歷史 |
| PPLPPL Corp | COM | 1,089 | $3.30 萬 | <0.1% | – | – | 歷史 |
| DHRDanaher Corp | Stock | 100 | $3.20 萬 | <0.1% | – | – | 歷史 |
| KNSLKinsale Capital Group, Inc. | Stock | 135 | $3.20 萬 | <0.1% | – | – | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 113 | $3.10 萬 | <0.1% | – | – | – |
| CHDChurch & Dwight Co Inc | COM | 300 | $3.00 萬 | <0.1% | – | – | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 173 | $2.90 萬 | <0.1% | – | – | – |
| DALDelta Air Lines, Inc. | COM NEW | 759 | $2.90 萬 | <0.1% | – | – | 歷史 |
| COSTCostco Wholesale Corp | Stock | 51 | $2.80 萬 | <0.1% | – | – | 歷史 |
| PSXPhillips 66 | Stock | 393 | $2.80 萬 | <0.1% | – | – | 歷史 |
| IDCCInterDigital, Inc. | COM | 400 | $2.80 萬 | <0.1% | – | – | 歷史 |
| HONHoneywell International Inc | COM | 128 | $2.60 萬 | <0.1% | – | – | 歷史 |
| ZTSZoetis Inc. | Stock | 100 | $2.40 萬 | <0.1% | – | – | 歷史 |
| MCKMcKesson Corp | Stock | 83 | $2.00 萬 | <0.1% | – | – | 歷史 |
| BABoeing Co | Stock | 100 | $2.00 萬 | <0.1% | – | – | 歷史 |
| LLYEli Lilly & Co | Stock | 75 | $2.00 萬 | <0.1% | – | – | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 89 | $1.90 萬 | <0.1% | – | – | 歷史 |
| CTASCintas Corp | Stock | 45 | $1.90 萬 | <0.1% | – | – | 歷史 |
| VZVerizon Communications Inc | Stock | 352 | $1.80 萬 | <0.1% | – | – | 歷史 |
| IBNIcici Bank Ltd | ADR | 483 | $1.70 萬 | <0.1% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 5 | $1.60 萬 | <0.1% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 94 | $1.60 萬 | <0.1% | – | – | 歷史 |
| DISWalt Disney Co | Stock | 104 | $1.60 萬 | <0.1% | – | – | 歷史 |
| AWKAmerican Water Works Company, Inc. | Stock | 80 | $1.50 萬 | <0.1% | – | – | 歷史 |
| FFord Motor Co | Stock | 700 | $1.40 萬 | <0.1% | – | – | 歷史 |
| IBMInternational Business Machines Corp | Stock | 100 | $1.30 萬 | <0.1% | – | – | 歷史 |
| TAT&T Inc. | Stock | 523 | $1.20 萬 | <0.1% | – | – | 歷史 |
| BXBlackstone Inc. | COM | 100 | $1.20 萬 | <0.1% | – | – | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 130 | $1.10 萬 | <0.1% | – | – | 歷史 |
| CVXChevron Corp | Stock | 100 | $1.10 萬 | <0.1% | – | – | 歷史 |
| PFEPfizer Inc | Stock | 194 | $1.10 萬 | <0.1% | – | – | 歷史 |
| EXRExtra Space Storage Inc. | COM | 50 | $1.10 萬 | <0.1% | – | – | 歷史 |
| MDLZMondelez International, Inc. | Stock | 138 | $9,000 | <0.1% | – | – | 歷史 |
| ECLEcolab Inc. | Stock | 40 | $9,000 | <0.1% | – | – | 歷史 |
| MKLMarkel Group Inc. | COM | 8 | $9,000 | <0.1% | – | – | 歷史 |
| KOCoca Cola Co | Stock | 143 | $8,000 | <0.1% | – | – | 歷史 |
| BAXBaxter International Inc | Stock | 100 | $8,000 | <0.1% | – | – | 歷史 |
| GEGeneral Electric Co | Stock | 95 | $8,000 | <0.1% | – | – | 歷史 |
| PMPhilip Morris International Inc. | Stock | 78 | $7,000 | <0.1% | – | – | 歷史 |