Evolution Advisers, Inc.
- SEC CIK
- 0001906967
- 最新申報
- 2026/7/31
2023 年第 4 季持倉
持倉截至 2023/12/31，2024/2/2 申報。只含多頭部位，變化是跟 2023 年第 3 季比股數。
- 持股檔數
- 221
- 較 2023 年第 3 季 +79
- 總值
- $1.57 億
- 較 2023 年第 3 季 +$1,846 萬 (+13.4%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AALAmerican Airlines Group Inc. | Stock | 60 | $1,000 | <0.1% | +60 | 新進 | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 20 | $1,000 | <0.1% | +20 | 新進 | – |
| KHCKraft Heinz Co | Stock | 20 | $1,000 | <0.1% | +20 | 新進 | 歷史 |
| Vanguard Emerging Markets Government Bond ETF921946885 | ETF | 15 | $1,000 | <0.1% | −13−46.4% | 減碼 | – |
| ZMZoom Communications, Inc. | Stock | 10 | $1,000 | <0.1% | +10 | 新進 | 歷史 |
| iShares Tr46434V456 | MSCI INTL QUALTY | 22 | $1,000 | <0.1% | +22 | 新進 | – |
| IVRInvesco Mortgage Capital Inc. | COM | 109 | $1,000 | <0.1% | +109 | 新進 | 歷史 |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 17 | $1,000 | <0.1% | +17 | 新進 | – |
| Franklin Templeton ETF Tr35473P108 | INTL COR DIV TIL | 27 | $1,000 | <0.1% | +27 | 新進 | – |
| Ea Series Trust02072L607 | FREEDOM 100 EM | 23 | $1,000 | <0.1% | +23 | 新進 | – |
| FLUXFlux Power Holdings, Inc. | COM NEW | 100 | $1,000 | <0.1% | +100 | 新進 | 歷史 |
| BBGIBeasley Broadcast Group Inc | CL A | 1,000 | $1,000 | <0.1% | +1,000 | 新進 | 歷史 |
| RJETRepublic Airways Holdings Inc. | COM NEW | 1,400 | $1,000 | <0.1% | +1,400 | 新進 | 歷史 |
| NKENIKE, Inc. | Stock | 2 | $0 | 0.0% | 00.0% | 不變 | 歷史 |
| KDKyndryl Holdings, Inc. | Stock | 20 | $0 | 0.0% | 00.0% | 不變 | 歷史 |
| RIVNRivian Automotive, Inc. | Stock | 6 | $0 | 0.0% | 00.0% | 不變 | 歷史 |
| GEHCGE HealthCare Technologies Inc. | Stock | 2 | $0 | 0.0% | +2 | 新進 | 歷史 |
| iShares Tr46435U366 | SELF DRIVNG EV | 5 | $0 | 0.0% | 00.0% | 不變 | – |
| Etfis Ser Tr I26923G707 | VIRTUS NEWFLEET | 17 | $0 | 0.0% | +17 | 新進 | – |
| BHFBrighthouse Financial, Inc. | COM | 3 | $0 | 0.0% | 00.0% | 不變 | 歷史 |
| GRWGGrowGeneration Corp. | COM | 50 | $0 | 0.0% | 00.0% | 不變 | 歷史 |
2023 年第 3 季之後清倉（11 檔）
2023 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 3 季股數 | 2023 年第 3 季市值 | 2023 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| UBSIUnited Bankshares Inc | COM | 10,042 | $27.7 萬 | 0.2% | 歷史 |
| PFEPfizer Inc | Stock | 794 | $2.60 萬 | <0.1% | 歷史 |
| NEENextera Energy Inc | Stock | 400 | $2.20 萬 | <0.1% | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 180 | $1.00 萬 | <0.1% | 歷史 |
| RTXRTX Corp | Stock | 75 | $5,000 | <0.1% | 歷史 |
| SIRISirius XM Holdings Inc. | COM | 600 | $2,000 | <0.1% | 歷史 |
| Schwab US Tips ETF808524870 | ETF | 23 | $1,000 | <0.1% | – |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 77 | $1,000 | <0.1% | – |
| Schwab U.S. REIT ETF808524847 | ETF | 47 | $0 | 0.0% | – |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 15 | $0 | 0.0% | – |
| iShares Tr464288513 | IBOXX HI YD ETF | 7 | $0 | 0.0% | – |