Evolution Wealth Management Inc.
- SEC CIK
- 0002010029
- 最新申報
- 2026/7/21
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/8/29 申報。只含多頭部位。
- 持股檔數
- 579
- 2025 年第 1 季沒有申報
- 總值
- $8,117 萬
- 2025 年第 1 季沒有申報
Evolution Wealth Management Inc. 沒有申報 2025 年第 1 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 |
|---|---|---|---|---|---|---|---|
| SFMSprouts Farmers Market, Inc. | COM | 21 | $3,457 | <0.1% | – | – | 歷史 |
| GIBCgi Inc | CL A | 33 | $3,459 | <0.1% | – | – | 歷史 |
| WisdomTree Tr97717X701 | EUROPE HEDGED EQ | 73 | $3,513 | <0.1% | – | – | – |
| RCReady Capital Corp | COM | 839 | $3,666 | <0.1% | – | – | 歷史 |
| First Tr Exchange-Traded FD33739Q705 | FT VEST S&P 500 | 76 | $3,732 | <0.1% | – | – | – |
| ORIOld Republic International Corp | COM | 100 | $3,844 | <0.1% | – | – | 歷史 |
| TGTTarget Corp | Stock | 40 | $3,946 | <0.1% | – | – | 歷史 |
| IOTSamsara Inc. | Stock | 100 | $3,978 | <0.1% | – | – | 歷史 |
| GPCGenuine Parts Co | Stock | 33 | $4,003 | <0.1% | – | – | 歷史 |
| BKRBaker Hughes Co | CL A | 105 | $4,043 | <0.1% | – | – | 歷史 |
| Innovator ETFs Trust45782C698 | US EQUT BUFR AUG | 90 | $4,142 | <0.1% | – | – | – |
| MUMicron Technology Inc | Stock | 34 | $4,191 | <0.1% | – | – | 歷史 |
| American Centy ETF Tr025072356 | REAL ESTATE ETF | 97 | $4,284 | <0.1% | – | – | – |
| ORCLOracle Corp | Stock | 20 | $4,373 | <0.1% | – | – | 歷史 |
| EGEverest Group, Ltd. | COM | 13 | $4,418 | <0.1% | – | – | 歷史 |
| SNASnap-on Inc | COM | 14 | $4,446 | <0.1% | – | – | 歷史 |
| SNOWSnowflake Inc. | Stock | 20 | $4,475 | <0.1% | – | – | 歷史 |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 41 | $4,494 | <0.1% | – | – | – |
| ITWIllinois Tool Works Inc | Stock | 18 | $4,496 | <0.1% | – | – | 歷史 |
| First Tr Exchng Traded FD VI33740F474 | FT VEST US EQT | 120 | $4,595 | <0.1% | – | – | – |
| First Tr Exch Traded FD III33740J104 | ULTRA SHT DUR MU | 231 | $4,643 | <0.1% | – | – | – |
| EVVEaton Vance Ltd Duration Income Fund | COM | 453 | $4,648 | <0.1% | – | – | 歷史 |
| CRFCornerstone Total Return Fund Inc | COM | 600 | $4,650 | <0.1% | – | – | 歷史 |
| OXYOccidental Petroleum Corp | Stock | 114 | $4,789 | <0.1% | – | – | 歷史 |
| PAYXPaychex Inc | Stock | 33 | $4,800 | <0.1% | – | – | 歷史 |
| DHRDanaher Corp | Stock | 25 | $4,872 | <0.1% | – | – | 歷史 |
| KRPKimbell Royalty Partners, LP | UNIT | 350 | $4,886 | <0.1% | – | – | 歷史 |
| GERNGeron Corp | COM | 3,500 | $4,935 | <0.1% | – | – | 歷史 |
| GDGeneral Dynamics Corp | Stock | 17 | $4,958 | <0.1% | – | – | 歷史 |
| Innovator ETFs Trust45783Y137 | US SMALL CAP PWR | 200 | $4,970 | <0.1% | – | – | – |
| Global X FDS37954Y434 | GENOMIC BIOTECH | 596 | $5,024 | <0.1% | – | – | – |
| XELXcel Energy Inc | Stock | 75 | $5,108 | <0.1% | – | – | 歷史 |
| CTSHCognizant Technology Solutions Corp | CL A | 66 | $5,135 | <0.1% | – | – | 歷史 |
| GEGeneral Electric Co | Stock | 20 | $5,148 | <0.1% | – | – | 歷史 |
| BBYBest Buy Co Inc | Stock | 77 | $5,169 | <0.1% | – | – | 歷史 |
| THCTenet Healthcare Corp | COM NEW | 30 | $5,280 | <0.1% | – | – | 歷史 |
| SNYSanofi | SPONSORED ADR | 110 | $5,314 | <0.1% | – | – | 歷史 |
| NXTNextpower Inc. | Stock | 100 | $5,437 | <0.1% | – | – | 歷史 |
| Vanguard Scottsdale FDS92206C680 | VNG RUS1000GRW | 50 | $5,460 | <0.1% | – | – | – |
| First Tr Exchange-Traded FD33738D101 | NO AMER ENERGY | 150 | $5,627 | <0.1% | – | – | – |
| DOVDOVER Corp | COM | 31 | $5,697 | <0.1% | – | – | 歷史 |
| HUBBHubbell Inc | COM | 14 | $5,718 | <0.1% | – | – | 歷史 |
| iShares Tr464287697 | U.S. UTILITS ETF | 55 | $5,751 | <0.1% | – | – | – |
| SGOLabrdn Gold ETF Trust | ETF | 183 | $5,772 | <0.1% | – | – | 歷史 |
| CBChubb Ltd | Stock | 20 | $5,794 | <0.1% | – | – | 歷史 |
| LUVSouthwest Airlines Co | COM | 179 | $5,807 | <0.1% | – | – | 歷史 |
| Invesco Exchange Traded FD T46137V431 | S&P 500 GARP ETF | 54 | $5,816 | <0.1% | – | – | – |
| WisdomTree Tr97717Y691 | CLOUD COMPUTNG | 162 | $5,855 | <0.1% | – | – | – |
| WisdomTree Tr97717Y543 | ARTI INT INN FD | 239 | $5,870 | <0.1% | – | – | – |
| ARK Next Generation Technology ETF00214Q401 | ETF | 40 | $5,905 | <0.1% | – | – | – |
| Amplify ETF Tr032108409 | CWP ENHANCED DIV | 139 | $5,914 | <0.1% | – | – | – |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 240 | $5,947 | <0.1% | – | – | – |
| EXCExelon Corp | Stock | 137 | $5,949 | <0.1% | – | – | 歷史 |
| NCLHNorwegian Cruise Line Holdings Ltd. | SHS | 300 | $6,084 | <0.1% | – | – | 歷史 |
| ORealty Income Corp | REIT | 106 | $6,107 | <0.1% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 39 | $6,135 | <0.1% | – | – | 歷史 |
| TROWPrice T Rowe Group Inc | Stock | 64 | $6,176 | <0.1% | – | – | 歷史 |
| Invesco Exch Traded FD Tr II46138E362 | S&P500 HDL VOL | 130 | $6,183 | <0.1% | – | – | – |
| ADSKAutodesk, Inc. | COM | 20 | $6,191 | <0.1% | – | – | 歷史 |
| Invesco Exchange Traded FD T46137V134 | WILDERHIL CLAN | 311 | $6,195 | <0.1% | – | – | – |
| Alps ETF Tr00162Q536 | DYNA CORE IN ETF | 275 | $6,210 | <0.1% | – | – | – |
| DDominion Energy, Inc | Stock | 110 | $6,217 | <0.1% | – | – | 歷史 |
| TELTE Connectivity plc | Stock | 37 | $6,241 | <0.1% | – | – | 歷史 |
| ESTAEstablishment Labs Holdings Inc. | COM | 150 | $6,407 | <0.1% | – | – | 歷史 |
| GSKGSK plc | ADR | 167 | $6,413 | <0.1% | – | – | 歷史 |
| VRTVertiv Holdings Co | COM CL A | 50 | $6,421 | <0.1% | – | – | 歷史 |
| DKNGDraftKings Inc. | Stock | 150 | $6,434 | <0.1% | – | – | 歷史 |
| TXNTexas Instruments Inc | Stock | 31 | $6,436 | <0.1% | – | – | 歷史 |
| WisdomTree Tr97717Y659 | CYBERSECURITY FD | 202 | $6,446 | <0.1% | – | – | – |
| CATCaterpillar Inc | Stock | 17 | $6,600 | <0.1% | – | – | 歷史 |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 24 | $6,647 | <0.1% | – | – | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 86 | $6,649 | <0.1% | – | – | – |
| CCICrown Castle Inc. | REIT | 65 | $6,677 | <0.1% | – | – | 歷史 |
| NFLXNetflix Inc | Stock | 5 | $6,696 | <0.1% | – | – | 歷史 |
| XMTRXometry, Inc. | CLASS A COM | 200 | $6,758 | <0.1% | – | – | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 62 | $6,776 | <0.1% | – | – | – |
| SIRISirius XM Holdings Inc. | COMMON STOCK | 299 | $6,868 | <0.1% | – | – | 歷史 |
| NNENano Nuclear Energy Inc. | COM | 200 | $6,898 | <0.1% | – | – | 歷史 |
| CELHCelsius Holdings, Inc. | COM NEW | 150 | $6,959 | <0.1% | – | – | 歷史 |
| ETEnergy Transfer LP | COM UT LTD PTN | 384 | $6,962 | <0.1% | – | – | 歷史 |
| CNRCore Natural Resources, Inc. | COM SHS | 100 | $6,974 | <0.1% | – | – | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 36 | $6,992 | <0.1% | – | – | – |
| CRSPCRISPR Therapeutics AG | NAMEN AKT | 144 | $7,004 | <0.1% | – | – | 歷史 |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 89 | $7,056 | <0.1% | – | – | – |
| ADPAutomatic Data Processing Inc | Stock | 23 | $7,082 | <0.1% | – | – | 歷史 |
| MCHPMicrochip Technology Inc | Stock | 102 | $7,178 | <0.1% | – | – | 歷史 |
| Amplify Blockchain Technology ETF032108607 | ETF | 126 | $7,196 | <0.1% | – | – | – |
| PFDFlaherty & Crumrine Preferred & Income Fund Inc | COM | 648 | $7,329 | <0.1% | – | – | 歷史 |
| MMM3M Co | Stock | 48 | $7,377 | <0.1% | – | – | 歷史 |
| USBUS Bancorp DE | COM NEW | 165 | $7,466 | <0.1% | – | – | 歷史 |
| Vanguard Scottsdale FDS92206C813 | LG-TERM COR BD | 99 | $7,514 | <0.1% | – | – | – |
| ODDOddity Tech Ltd | SHS CL A | 100 | $7,547 | <0.1% | – | – | 歷史 |
| Vanguard Scottsdale FDS92206C664 | VNG RUS2000IDX | 87 | $7,588 | <0.1% | – | – | – |
| PRUPrudential Financial Inc | Stock | 71 | $7,628 | <0.1% | – | – | 歷史 |
| SYMSymbotic Inc. | Stock | 200 | $7,770 | <0.1% | – | – | 歷史 |
| VICIVici Properties Inc. | COM | 243 | $7,922 | <0.1% | – | – | 歷史 |
| APLDApplied Digital Corp. | COM NEW | 793 | $7,986 | <0.1% | – | – | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 41 | $7,995 | <0.1% | – | – | – |
| EPDEnterprise Products Partners L.P. | Stock | 264 | $8,187 | <0.1% | – | – | 歷史 |
| iShares Tr46434V647 | GLOBAL REIT ETF | 334 | $8,250 | <0.1% | – | – | – |