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 |
|---|---|---|---|---|---|---|---|
| GOOGLAlphabet Inc. | Stock | 767 | $13.5 萬 | 0.2% | – | – | 歷史 |
| WMTWalmart Inc. | Stock | 1,327 | $13.0 萬 | 0.2% | – | – | 歷史 |
| Global X FDS37954Y657 | US PFD ETF | 6,856 | $12.9 萬 | 0.2% | – | – | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 298 | $12.7 萬 | 0.2% | – | – | – |
| First Tr Exchange-Traded FD33734X846 | NASDAQ CYB ETF | 1,647 | $12.4 萬 | 0.2% | – | – | – |
| Agf Invts Tr00110G408 | US MARKET NETRL | 6,882 | $12.2 萬 | 0.2% | – | – | – |
| First Tr Exchange-Traded FD33738D796 | INTER GRADE ETF | 5,577 | $11.7 萬 | 0.1% | – | – | – |
| Vanguard World FD921910840 | MEGA CAP VAL ETF | 883 | $11.6 萬 | 0.1% | – | – | – |
| MCDMcDonalds Corp | Stock | 396 | $11.6 萬 | 0.1% | – | – | 歷史 |
| iShares Tr46434V613 | CORE UNIVRSL USD | 2,440 | $11.3 萬 | 0.1% | – | – | – |
| Simplify Exchange Traded Fun82889N657 | SHORT TERM TREA | 5,103 | $11.2 萬 | 0.1% | – | – | – |
| First Tr Exchng Traded FD VI33740F136 | FT VEST US EQUIT | 3,552 | $11.2 萬 | 0.1% | – | – | – |
| NOCNorthrop Grumman Corp | Stock | 220 | $11.0 萬 | 0.1% | – | – | 歷史 |
| First Tr Exchng Traded FD VI33740U588 | VEST US EQUITY M | 3,272 | $10.9 萬 | 0.1% | – | – | – |
| Global X FDS37954Y673 | US INFR DEV ETF | 2,443 | $10.6 萬 | 0.1% | – | – | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 1,256 | $10.5 萬 | 0.1% | – | – | – |
| GSGoldman Sachs Group Inc | Stock | 147 | $10.4 萬 | 0.1% | – | – | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 2,098 | $10.4 萬 | 0.1% | – | – | – |
| IBITiShares Bitcoin Trust ETF | ETF | 1,685 | $10.3 萬 | 0.1% | – | – | 歷史 |
| VanEck Semiconductor ETF92189F676 | ETF | 362 | $10.1 萬 | 0.1% | – | – | – |
| IRMIron Mountain Inc | COM | 952 | $9.77 萬 | 0.1% | – | – | 歷史 |
| WisdomTree Tr97717X867 | EM LCL DEBT FD | 3,482 | $9.74 萬 | 0.1% | – | – | – |
| NVSNovartis AG | ADR | 800 | $9.68 萬 | 0.1% | – | – | 歷史 |
| American Centy ETF Tr025072885 | US EQT ETF | 939 | $9.47 萬 | 0.1% | – | – | – |
| METAMeta Platforms, Inc. | Stock | 124 | $9.19 萬 | 0.1% | – | – | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 1,530 | $9.18 萬 | 0.1% | – | – | – |
| ABTAbbott Laboratories | Stock | 668 | $9.09 萬 | 0.1% | – | – | 歷史 |
| IBMInternational Business Machines Corp | Stock | 300 | $8.84 萬 | 0.1% | – | – | 歷史 |
| First Tr Exchng Traded FD VI33740U737 | FT VEST US EQT | 2,253 | $8.78 萬 | 0.1% | – | – | – |
| First Tr Exchng Traded FD VI33740F615 | FT VEST US EQT | 2,200 | $8.71 萬 | 0.1% | – | – | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 1,643 | $8.60 萬 | 0.1% | – | – | – |
| First Tr Exchng Traded FD VI33740U497 | FT VEST MAX DECE | 2,675 | $8.43 萬 | 0.1% | – | – | – |
| Innovator ETFs Trust45782C870 | US EQT PWR BUF | 2,235 | $8.33 萬 | 0.1% | – | – | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 504 | $8.29 萬 | 0.1% | – | – | – |
| First Tr Exchng Traded FD VI33740U505 | FT VEST UQ EQT | 1,735 | $8.10 萬 | 0.1% | – | – | – |
| Innovator Equity Defined Protection ETF - 6MO Jan/Jul45783Y244 | ETF | 2,851 | $8.03 萬 | 0.1% | – | – | – |
| State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853 | ETF | 1,875 | $7.99 萬 | 0.1% | – | – | – |
| Global X FDS37954Y632 | ARTIFICIAL ETF | 1,788 | $7.81 萬 | 0.1% | – | – | – |
| Fidelity MSCI Health Care Index ETF316092600 | ETF | 1,213 | $7.76 萬 | 0.1% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 265 | $7.68 萬 | 0.1% | – | – | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 1,090 | $7.56 萬 | 0.1% | – | – | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 960 | $7.51 萬 | 0.1% | – | – | 歷史 |
| First Tr Exchng Traded FD VI33740F458 | FT VEST US EQT | 1,955 | $7.49 萬 | 0.1% | – | – | – |
| TMUST-Mobile US, Inc. | Stock | 311 | $7.41 萬 | 0.1% | – | – | 歷史 |
| Innovator ETFs Trust45782C334 | GRWT100 PWR BF | 1,441 | $7.35 萬 | 0.1% | – | – | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 3,145 | $7.31 萬 | 0.1% | – | – | – |
| GOOGAlphabet Inc. | Stock | 385 | $6.83 萬 | 0.1% | – | – | 歷史 |
| First Tr Exchange Traded FD33738R118 | NASD TECH DIV | 751 | $6.77 萬 | 0.1% | – | – | – |
| Elevation Series Trust210322509 | TRUESHARES QUART | 2,732 | $6.74 萬 | 0.1% | – | – | – |
| PLTRPalantir Technologies Inc. | Stock | 493 | $6.72 萬 | 0.1% | – | – | 歷史 |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 2,256 | $6.59 萬 | 0.1% | – | – | – |
| LMTLockheed Martin Corp | Stock | 141 | $6.53 萬 | 0.1% | – | – | 歷史 |
| First Tr Exchng Traded FD VI33740F854 | FT VEST U.S. | 1,553 | $6.47 萬 | 0.1% | – | – | – |
| XOMExxonMobil Holdings Corp | COM | 598 | $6.45 萬 | 0.1% | – | – | 歷史 |
| ORCOrchid Island Capital, Inc. | COM NEW | 9,117 | $6.39 萬 | 0.1% | – | – | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 471 | $6.28 萬 | 0.1% | – | – | – |
| First Tr Exchng Traded FD VI33740F888 | SMIT UNCO BD ETF | 2,472 | $6.15 萬 | 0.1% | – | – | – |
| BXBlackstone Inc. | COM | 409 | $6.12 萬 | 0.1% | – | – | 歷史 |
| John Hancock Exchange Traded47804J206 | MULTIFACTOR MI | 1,000 | $6.11 萬 | 0.1% | – | – | – |
| Elevation Series Trust210322608 | TRUE SE BUFF ETF | 2,417 | $6.11 萬 | 0.1% | – | – | – |
| LRCXLam Research Corp | Stock | 617 | $6.01 萬 | 0.1% | – | – | 歷史 |
| American Centy ETF Tr025072877 | US SML CP VALU | 659 | $6.00 萬 | 0.1% | – | – | – |
| PIMCO ETF Tr72201R304 | 15+ YR US TIPS | 1,144 | $6.00 萬 | 0.1% | – | – | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 248 | $5.88 萬 | 0.1% | – | – | – |
| Invesco Exch Traded FD Tr II46138E198 | S&P MIDCP LOW | 940 | $5.80 萬 | 0.1% | – | – | – |
| BABoeing Co | Stock | 276 | $5.78 萬 | 0.1% | – | – | 歷史 |
| MOAltria Group, Inc. | Stock | 983 | $5.76 萬 | 0.1% | – | – | 歷史 |
| iShares Tr46435U713 | US INFRASTRUC | 1,149 | $5.65 萬 | 0.1% | – | – | – |
| Innovator ETFs Trust45784N106 | EQUITY DEFINED P | 2,172 | $5.62 萬 | 0.1% | – | – | – |
| BlackRock ETF Trust09290C509 | ISHA US AWAR ETF | 834 | $5.61 萬 | 0.1% | – | – | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 704 | $5.54 萬 | 0.1% | – | – | – |
| SPDR Series Trust78464A763 | ST STR SP DIV | 404 | $5.48 萬 | 0.1% | – | – | – |
| First Tr Exchange Traded FD33741X102 | SMID RISNG ETF | 1,528 | $5.39 萬 | 0.1% | – | – | – |
| PEGPublic Service Enterprise Group Inc | COM | 621 | $5.23 萬 | 0.1% | – | – | 歷史 |
| First Tr Exchange-Traded FD33734G108 | COM | 1,930 | $5.22 萬 | 0.1% | – | – | – |
| Alps ETF Tr00162Q528 | DYNAM US ETF | 881 | $5.11 萬 | 0.1% | – | – | – |
| SPGSimon Property Group Inc. | REIT | 317 | $5.10 萬 | 0.1% | – | – | 歷史 |
| Defiance Quantum ETF26922A420 | ETF | 551 | $5.06 萬 | 0.1% | – | – | – |
| COSTCostco Wholesale Corp | Stock | 50 | $4.99 萬 | 0.1% | – | – | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 677 | $4.98 萬 | 0.1% | – | – | – |
| J P Morgan Exchange Traded F46654Q575 | MORTGAGE BACKED | 992 | $4.98 萬 | 0.1% | – | – | – |
| CVXChevron Corp | Stock | 344 | $4.93 萬 | 0.1% | – | – | 歷史 |
| First Tr Exchng Traded FD VI33740F664 | FT VEST US EQT | 1,095 | $4.90 萬 | 0.1% | – | – | – |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 582 | $4.87 萬 | 0.1% | – | – | – |
| Innovator ETFs Trust45782C839 | US EQT ULTRA BF | 1,324 | $4.87 萬 | 0.1% | – | – | – |
| First Tr Exchng Traded FD VI33740F847 | FT VEST US EQT | 963 | $4.83 萬 | 0.1% | – | – | – |
| Innovator ETFs Trust45782C565 | US EQTY ULTRA BU | 1,336 | $4.82 萬 | 0.1% | – | – | – |
| Innovator ETFs Trust45782C417 | US EQTY PWR BUF | 1,250 | $4.75 萬 | 0.1% | – | – | – |
| Tidal Trust II88636J600 | ROUNDHILL GENER | 971 | $4.74 萬 | 0.1% | – | – | – |
| SLViShares Silver Trust | ETF | 1,420 | $4.66 萬 | 0.1% | – | – | 歷史 |
| Fidelity Covington Trust316092378 | FIDELITY US MLTF | 1,256 | $4.51 萬 | 0.1% | – | – | – |
| CTASCintas Corp | Stock | 200 | $4.46 萬 | 0.1% | – | – | 歷史 |
| First Tr Exchange Traded FD33738R605 | DORSEY WRT 5 ETF | 750 | $4.44 萬 | 0.1% | – | – | – |
| APOApollo Global Management, Inc. | COM | 312 | $4.43 萬 | 0.1% | – | – | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 419 | $4.38 萬 | 0.1% | – | – | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 882 | $4.37 萬 | 0.1% | – | – | – |
| iShares Tr464288570 | ESG MSCI KLD ETF | 375 | $4.36 萬 | 0.1% | – | – | – |
| SPDR Index Shs FDS78463X871 | ST INTL CAP ETF | 1,166 | $4.34 萬 | 0.1% | – | – | – |
| VLOValero Energy Corp | Stock | 322 | $4.32 萬 | 0.1% | – | – | 歷史 |
| Vanguard Industrials ETF92204A603 | ETF | 151 | $4.23 萬 | 0.1% | – | – | – |