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 |
|---|---|---|---|---|---|---|---|
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 300 | $8,415 | <0.1% | – | – | – |
| RITMRithm Capital Corp. | REIT | 752 | $8,493 | <0.1% | – | – | 歷史 |
| CMECME Group Inc. | COM | 31 | $8,544 | <0.1% | – | – | 歷史 |
| DGDollar General Corp | COM | 75 | $8,579 | <0.1% | – | – | 歷史 |
| HIMSHims & Hers Health, Inc. | Stock | 176 | $8,774 | <0.1% | – | – | 歷史 |
| ATAIAtai Beckley N.V. | SHS | 4,016 | $8,795 | <0.1% | – | – | 歷史 |
| EVTEaton Vance Tax-Advantaged Dividend Income Fund | COM | 371 | $8,941 | <0.1% | – | – | 歷史 |
| First Tr Exchng Traded FD VI33740F433 | FT VEST U.S EQT | 238 | $8,949 | <0.1% | – | – | – |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 100 | $9,098 | <0.1% | – | – | – |
| SRVNXG Cushing Midstream Energy Fund | COM NEW | 216 | $9,148 | <0.1% | – | – | 歷史 |
| SBUXStarbucks Corp | Stock | 100 | $9,163 | <0.1% | – | – | 歷史 |
| UBERUber Technologies, Inc | Stock | 100 | $9,330 | <0.1% | – | – | 歷史 |
| TAT&T Inc. | Stock | 327 | $9,467 | <0.1% | – | – | 歷史 |
| SMCISuper Micro Computer, Inc. | Stock | 200 | $9,802 | <0.1% | – | – | 歷史 |
| WECWec Energy Group, Inc. | Stock | 94 | $9,805 | <0.1% | – | – | 歷史 |
| PNWPinnacle West Capital Corp | COM | 110 | $9,842 | <0.1% | – | – | 歷史 |
| WisdomTree Tr97717Y477 | US QUALITY GROW | 188 | $9,879 | <0.1% | – | – | – |
| AMGNAmgen Inc | Stock | 36 | $9,921 | <0.1% | – | – | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 74 | $1.00 萬 | <0.1% | – | – | – |
| APDAir Products & Chemicals, Inc. | Stock | 36 | $1.00 萬 | <0.1% | – | – | 歷史 |
| ROLRollins Inc | COM | 179 | $1.01 萬 | <0.1% | – | – | 歷史 |
| ANETArista Networks, Inc. | Stock | 100 | $1.02 萬 | <0.1% | – | – | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 223 | $1.03 萬 | <0.1% | – | – | 歷史 |
| PATHUiPath, Inc. | Stock | 809 | $1.04 萬 | <0.1% | – | – | 歷史 |
| Listed FD Tr53656F854 | SHARES MUNI DB | 491 | $1.04 萬 | <0.1% | – | – | – |
| iShares Inc46434G863 | ESG AWR MSCI EM | 267 | $1.05 萬 | <0.1% | – | – | – |
| DVNDevon Energy Corp | Stock | 331 | $1.05 萬 | <0.1% | – | – | 歷史 |
| SHAKShake Shack Inc. | CL A | 75 | $1.05 萬 | <0.1% | – | – | 歷史 |
| First Tr Exchng Traded FD VI33740U885 | FT VEST US EQT | 250 | $1.05 萬 | <0.1% | – | – | – |
| GILDGilead Sciences, Inc. | Stock | 96 | $1.07 萬 | <0.1% | – | – | 歷史 |
| Volatility Shs Tr92864M780 | XRP ETF | 720 | $1.07 萬 | <0.1% | – | – | – |
| AEPAmerican Electric Power Co Inc | Stock | 104 | $1.08 萬 | <0.1% | – | – | 歷史 |
| GLWCorning Inc | COM | 206 | $1.08 萬 | <0.1% | – | – | 歷史 |
| CLSKCleanspark, Inc. | COM NEW | 1,000 | $1.10 萬 | <0.1% | – | – | 歷史 |
| LOWLowes Companies Inc | Stock | 50 | $1.11 萬 | <0.1% | – | – | 歷史 |
| iShares Tr464288687 | PFD AND INCM SEC | 363 | $1.11 萬 | <0.1% | – | – | – |
| ACHRArcher Aviation Inc. | Stock | 1,027 | $1.11 萬 | <0.1% | – | – | 歷史 |
| MGRMMonogram Technologies Inc. | COM | 3,896 | $1.13 萬 | <0.1% | – | – | 歷史 |
| IXOrix Corp | SPONSORED ADR | 500 | $1.13 萬 | <0.1% | – | – | 歷史 |
| KOCoca Cola Co | Stock | 160 | $1.13 萬 | <0.1% | – | – | 歷史 |
| First Tr Exch Traded FD III33739P707 | RIVR FRNT DYN | 159 | $1.14 萬 | <0.1% | – | – | – |
| RTXRTX Corp | Stock | 78 | $1.14 萬 | <0.1% | – | – | 歷史 |
| SHOPShopify Inc. | Stock | 100 | $1.15 萬 | <0.1% | – | – | 歷史 |
| SPDR Series Trust78464A755 | ST STR SP METAL | 172 | $1.16 萬 | <0.1% | – | – | – |
| BlackRock ETF Trust09290C608 | ISHA WORL EX ETF | 229 | $1.16 萬 | <0.1% | – | – | – |
| WisdomTree Tr97717W851 | JAPN HEDGE EQT | 102 | $1.17 萬 | <0.1% | – | – | – |
| MARAMARA Holdings, Inc. | COM | 750 | $1.18 萬 | <0.1% | – | – | 歷史 |
| RLJ.PARLJ Lodging Trust | CUM CONV PFD A | 500 | $1.18 萬 | <0.1% | – | – | 歷史 |
| iShares Semiconductor ETF464287523 | ETF | 50 | $1.19 萬 | <0.1% | – | – | – |
| JPMorgan Nasdaq Equity Premium Income ETF46654Q203 | ETF | 221 | $1.20 萬 | <0.1% | – | – | – |
| OMFOneMain Holdings, Inc. | COM | 212 | $1.21 萬 | <0.1% | – | – | 歷史 |
| HBTHBT Financial, Inc. | COM | 500 | $1.26 萬 | <0.1% | – | – | 歷史 |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 456 | $1.26 萬 | <0.1% | – | – | – |
| ARCCAres Capital Corp | CEF | 599 | $1.32 萬 | <0.1% | – | – | 歷史 |
| ARAntero Resources Corp | COM | 350 | $1.41 萬 | <0.1% | – | – | 歷史 |
| ALCAlcon Inc | Stock | 160 | $1.41 萬 | <0.1% | – | – | 歷史 |
| UNPUnion Pacific Corp | Stock | 62 | $1.43 萬 | <0.1% | – | – | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 70 | $1.43 萬 | <0.1% | – | – | 歷史 |
| DALDelta Air Lines, Inc. | COM NEW | 297 | $1.46 萬 | <0.1% | – | – | 歷史 |
| INTUIntuit Inc. | Stock | 19 | $1.48 萬 | <0.1% | – | – | 歷史 |
| THQabrdn Healthcare Opportunities Fund | SHS | 806 | $1.48 萬 | <0.1% | – | – | 歷史 |
| AJGArthur J. Gallagher & Co. | COM | 48 | $1.54 萬 | <0.1% | – | – | 歷史 |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 227 | $1.56 萬 | <0.1% | – | – | – |
| Vanguard BD Index FDS921937793 | LONG TERM BOND | 224 | $1.56 萬 | <0.1% | – | – | – |
| HTDJohn Hancock Tax-Advantaged Dividend Income Fund | COM | 670 | $1.57 萬 | <0.1% | – | – | 歷史 |
| DISWalt Disney Co | Stock | 127 | $1.58 萬 | <0.1% | – | – | 歷史 |
| WMWaste Management Inc | Stock | 69 | $1.58 萬 | <0.1% | – | – | 歷史 |
| SARSaratoga Investment Corp. | COM NEW | 645 | $1.60 萬 | <0.1% | – | – | 歷史 |
| NUENucor Corp | COM | 124 | $1.61 萬 | <0.1% | – | – | 歷史 |
| GDVGabelli Dividend & Income Trust | COM | 623 | $1.62 萬 | <0.1% | – | – | 歷史 |
| SPDR Series Trust78468R622 | ST BLOO HIGH ETF | 167 | $1.62 萬 | <0.1% | – | – | – |
| MDTMedtronic plc | Stock | 187 | $1.63 萬 | <0.1% | – | – | 歷史 |
| Alps ETF Tr00162Q510 | ACTIVE EQTY OPPT | 276 | $1.66 萬 | <0.1% | – | – | – |
| iShares Tr464288752 | US HOME CONS ETF | 181 | $1.69 萬 | <0.1% | – | – | – |
| MLMMartin Marietta Materials Inc | COM | 31 | $1.69 萬 | <0.1% | – | – | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 42 | $1.71 萬 | <0.1% | – | – | 歷史 |
| USAUU.S. Gold Corp. | COM NEW | 1,400 | $1.71 萬 | <0.1% | – | – | 歷史 |
| LTCLTC Properties Inc | REIT | 500 | $1.73 萬 | <0.1% | – | – | 歷史 |
| MRVLMarvell Technology, Inc. | COM | 225 | $1.74 萬 | <0.1% | – | – | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 40 | $1.78 萬 | <0.1% | – | – | 歷史 |
| GBDCGolub Capital BDC, Inc. | COM | 1,218 | $1.78 萬 | <0.1% | – | – | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 57 | $1.79 萬 | <0.1% | – | – | 歷史 |
| GLPGlobal Partners LP | COM UNITS | 340 | $1.79 萬 | <0.1% | – | – | 歷史 |
| SCHWSchwab Charles Corp | Stock | 197 | $1.80 萬 | <0.1% | – | – | 歷史 |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 122 | $1.80 萬 | <0.1% | – | – | – |
| ETHAiShares Ethereum Trust ETF | SHS | 953 | $1.82 萬 | <0.1% | – | – | 歷史 |
| DELLDell Technologies Inc. | Stock | 150 | $1.84 萬 | <0.1% | – | – | 歷史 |
| CCitigroup Inc | Stock | 217 | $1.85 萬 | <0.1% | – | – | 歷史 |
| NEENextera Energy Inc | Stock | 271 | $1.88 萬 | <0.1% | – | – | 歷史 |
| iShares Tr46436E759 | ESG EAFE ETF | 254 | $1.89 萬 | <0.1% | – | – | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 229 | $1.90 萬 | <0.1% | – | – | – |
| VVisa Inc. | Stock | 54 | $1.92 萬 | <0.1% | – | – | 歷史 |
| IAUiShares Gold Trust | ETF | 308 | $1.92 萬 | <0.1% | – | – | 歷史 |
| UNMUnum Group | Stock | 241 | $1.95 萬 | <0.1% | – | – | 歷史 |
| CMCSAComcast Corp | Stock | 552 | $1.97 萬 | <0.1% | – | – | 歷史 |
| Innovator ETFs Tr45782C862 | LOUP FRONTIER | 315 | $1.97 萬 | <0.1% | – | – | – |
| AMATApplied Materials Inc | Stock | 108 | $1.98 萬 | <0.1% | – | – | 歷史 |
| COINCoinbase Global, Inc. | COM CL A | 57 | $2.00 萬 | <0.1% | – | – | 歷史 |
| POWLPowell Industries Inc | Stock | 95 | $2.00 萬 | <0.1% | – | – | 歷史 |
| iShares Tr46436E619 | ESG ADVAN ETF | 463 | $2.02 萬 | <0.1% | – | – | – |