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 |
|---|---|---|---|---|---|---|---|
| Vanguard Information Technology ETF92204A702 | ETF | 61 | $4.05 萬 | <0.1% | – | – | – |
| CSQCalamos Strategic Total Return Fund | COM SH BEN INT | 2,206 | $4.02 萬 | <0.1% | – | – | 歷史 |
| iShares Tr464288588 | MBS ETF | 420 | $3.94 萬 | <0.1% | – | – | – |
| iShares Esg Aware US Aggregate Bond ETF46435U549 | ETF | 828 | $3.94 萬 | <0.1% | – | – | – |
| First Tr Exchng Traded FD VI33740F862 | FT VEST US EQT | 781 | $3.83 萬 | <0.1% | – | – | – |
| First Tr Exchng Traded FD VI33740U661 | FT VEST US EQT | 976 | $3.78 萬 | <0.1% | – | – | – |
| BXSLBlackstone Secured Lending Fund | COMMON STOCK | 1,197 | $3.68 萬 | <0.1% | – | – | 歷史 |
| KRKroger Co | Stock | 508 | $3.64 萬 | <0.1% | – | – | 歷史 |
| Innovator ETFs Trust45782C805 | US EQT ULTRA BF | 1,160 | $3.63 萬 | <0.1% | – | – | – |
| AVGOBroadcom Inc. | Stock | 131 | $3.61 萬 | <0.1% | – | – | 歷史 |
| NOWServiceNow, Inc. | Stock | 35 | $3.60 萬 | <0.1% | – | – | 歷史 |
| iShares Tr464287770 | U.S. FIN SVC ETF | 417 | $3.57 萬 | <0.1% | – | – | – |
| METMetlife Inc | Stock | 430 | $3.46 萬 | <0.1% | – | – | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 243 | $3.45 萬 | <0.1% | – | – | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 255 | $3.44 萬 | <0.1% | – | – | – |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 732 | $3.39 萬 | <0.1% | – | – | – |
| First Tr Exch Traded FD III33739P608 | RIVRFRNT DYN DEV | 464 | $3.38 萬 | <0.1% | – | – | – |
| CMGChipotle Mexican Grill Inc | COM | 600 | $3.37 萬 | <0.1% | – | – | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 132 | $3.34 萬 | <0.1% | – | – | – |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 409 | $3.34 萬 | <0.1% | – | – | – |
| Amplify ETF Tr032108664 | AMPLIFY CYBERSEC | 382 | $3.30 萬 | <0.1% | – | – | – |
| Vanguard Health Care ETF92204A504 | ETF | 132 | $3.28 萬 | <0.1% | – | – | – |
| First Tr Exch Traded FD III33739P830 | SHRT DUR MNG MUN | 1,640 | $3.26 萬 | <0.1% | – | – | – |
| iShares Tr46435G193 | ESG AWRE USD ETF | 1,390 | $3.23 萬 | <0.1% | – | – | – |
| iShares Tr46436E767 | ESG MSCI USA ETF | 597 | $3.22 萬 | <0.1% | – | – | – |
| American Centy ETF Tr025072703 | INTL EQT ETF | 433 | $3.20 萬 | <0.1% | – | – | – |
| Global X FDS37954Y715 | RBTCS ARTFL INTE | 980 | $3.20 萬 | <0.1% | – | – | – |
| Innovator ETFs Trust45784N791 | INNOVATOR GW 100 | 1,222 | $3.17 萬 | <0.1% | – | – | – |
| MRKMerck & Co., Inc. | Stock | 396 | $3.14 萬 | <0.1% | – | – | 歷史 |
| RCLRoyal Caribbean Cruises Ltd | COM | 100 | $3.13 萬 | <0.1% | – | – | 歷史 |
| ProShares Tr74347R107 | PSHS ULT S&P 500 | 315 | $3.08 萬 | <0.1% | – | – | – |
| Simplify Exchange Traded Fun82889N699 | MANAGED FUTURES | 1,150 | $3.08 萬 | <0.1% | – | – | – |
| APHAmphenol Corp | CL A | 310 | $3.06 萬 | <0.1% | – | – | 歷史 |
| WisdomTree Tr97717Y790 | US EFFIC CORE FD | 600 | $3.00 萬 | <0.1% | – | – | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 102 | $2.91 萬 | <0.1% | – | – | – |
| MAMastercard Inc | Stock | 51 | $2.89 萬 | <0.1% | – | – | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 95 | $2.89 萬 | <0.1% | – | – | – |
| LLYEli Lilly & Co | Stock | 37 | $2.88 萬 | <0.1% | – | – | 歷史 |
| NLYAnnaly Capital Management Inc | REIT | 1,524 | $2.87 萬 | <0.1% | – | – | 歷史 |
| First Tr Exch Traded FD III33739N108 | MANAGD MUN ETF | 551 | $2.75 萬 | <0.1% | – | – | – |
| CRMSalesforce, Inc. | Stock | 101 | $2.74 萬 | <0.1% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 178 | $2.72 萬 | <0.1% | – | – | 歷史 |
| First Tr Exch Traded FD III33739P301 | MUNI HI INCM ETF | 582 | $2.72 萬 | <0.1% | – | – | – |
| Listed FDS Tr53656F581 | OVERLAY SHARES | 737 | $2.72 萬 | <0.1% | – | – | – |
| PEPPepsiCo Inc | Stock | 203 | $2.68 萬 | <0.1% | – | – | 歷史 |
| Innovator ETFs Trust45783Y350 | INTL DEVELOPED P | 935 | $2.67 萬 | <0.1% | – | – | – |
| FITBFifth Third Bancorp | COM | 641 | $2.64 萬 | <0.1% | – | – | 歷史 |
| Innovator ETFs Trust45782C284 | US SML CP PWR B | 901 | $2.63 萬 | <0.1% | – | – | – |
| ABBVAbbVie Inc. | Stock | 140 | $2.60 萬 | <0.1% | – | – | 歷史 |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 334 | $2.58 萬 | <0.1% | – | – | – |
| Invesco Exchange Traded FD T46137V100 | AEROSPACE DEFN | 180 | $2.55 萬 | <0.1% | – | – | – |
| CCLCarnival Corp Ltd. | UNIT 99/99/9999 | 900 | $2.53 萬 | <0.1% | – | – | 歷史 |
| STWDStarwood Property Trust, Inc. | COM | 1,252 | $2.51 萬 | <0.1% | – | – | 歷史 |
| PSXPhillips 66 | Stock | 210 | $2.51 萬 | <0.1% | – | – | 歷史 |
| American Centy ETF Tr025072323 | AVAN US SMAL ETF | 485 | $2.50 萬 | <0.1% | – | – | – |
| iShares Core S&P US Value ETF464287663 | ETF | 264 | $2.50 萬 | <0.1% | – | – | – |
| Global X FDS37960A529 | DEFENSE TECH ETF | 413 | $2.49 萬 | <0.1% | – | – | – |
| BSXBoston Scientific Corp | Stock | 227 | $2.44 萬 | <0.1% | – | – | 歷史 |
| DOCUDocuSign, Inc. | Stock | 306 | $2.38 萬 | <0.1% | – | – | 歷史 |
| TJXTJX Companies Inc | Stock | 191 | $2.36 萬 | <0.1% | – | – | 歷史 |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 414 | $2.35 萬 | <0.1% | – | – | – |
| First Tr Exchng Traded FD VI33740U778 | VEST BUFFERED | 920 | $2.35 萬 | <0.1% | – | – | – |
| LINLinde PLC | Stock | 50 | $2.35 萬 | <0.1% | – | – | 歷史 |
| FFord Motor Co | Stock | 2,151 | $2.33 萬 | <0.1% | – | – | 歷史 |
| iShares Tr46435G425 | ESG AWR MSCI USA | 171 | $2.31 萬 | <0.1% | – | – | – |
| HOODRobinhood Markets, Inc. | Stock | 247 | $2.31 萬 | <0.1% | – | – | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 245 | $2.25 萬 | <0.1% | – | – | – |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 149 | $2.24 萬 | <0.1% | – | – | – |
| iShares Flexible Income Active ETF092528603 | ETF | 419 | $2.21 萬 | <0.1% | – | – | – |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 217 | $2.18 萬 | <0.1% | – | – | – |
| ETNEaton Corp plc | Stock | 60 | $2.14 萬 | <0.1% | – | – | 歷史 |
| iShares Tr464287432 | 20 YR TR BD ETF | 242 | $2.14 萬 | <0.1% | – | – | – |
| Pgim ETF Tr69344A107 | PGIM ULTRA SH BD | 429 | $2.13 萬 | <0.1% | – | – | – |
| NBBNuveen Taxable Municipal Income Fund | COM | 1,332 | $2.11 萬 | <0.1% | – | – | 歷史 |
| Wedbush Ser Tr947913109 | DAN IVE REVO ETF | 777 | $2.11 萬 | <0.1% | – | – | – |
| SPDR Series Trust78468R440 | STATE STRET SPDR | 769 | $2.09 萬 | <0.1% | – | – | – |
| GLDMWorld Gold Trust | SPDR GLD MINIS | 316 | $2.07 萬 | <0.1% | – | – | 歷史 |
| PFEPfizer Inc | Stock | 848 | $2.06 萬 | <0.1% | – | – | 歷史 |
| Fidelity Comwlth Tr315912808 | NASDAQ COMPSIT | 254 | $2.03 萬 | <0.1% | – | – | – |
| iShares Tr46436E619 | ESG ADVAN ETF | 463 | $2.02 萬 | <0.1% | – | – | – |
| POWLPowell Industries Inc | Stock | 95 | $2.00 萬 | <0.1% | – | – | 歷史 |
| COINCoinbase Global, Inc. | COM CL A | 57 | $2.00 萬 | <0.1% | – | – | 歷史 |
| AMATApplied Materials Inc | Stock | 108 | $1.98 萬 | <0.1% | – | – | 歷史 |
| Innovator ETFs Tr45782C862 | LOUP FRONTIER | 315 | $1.97 萬 | <0.1% | – | – | – |
| CMCSAComcast Corp | Stock | 552 | $1.97 萬 | <0.1% | – | – | 歷史 |
| UNMUnum Group | Stock | 241 | $1.95 萬 | <0.1% | – | – | 歷史 |
| IAUiShares Gold Trust | ETF | 308 | $1.92 萬 | <0.1% | – | – | 歷史 |
| VVisa Inc. | Stock | 54 | $1.92 萬 | <0.1% | – | – | 歷史 |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 229 | $1.90 萬 | <0.1% | – | – | – |
| iShares Tr46436E759 | ESG EAFE ETF | 254 | $1.89 萬 | <0.1% | – | – | – |
| NEENextera Energy Inc | Stock | 271 | $1.88 萬 | <0.1% | – | – | 歷史 |
| CCitigroup Inc | Stock | 217 | $1.85 萬 | <0.1% | – | – | 歷史 |
| DELLDell Technologies Inc. | Stock | 150 | $1.84 萬 | <0.1% | – | – | 歷史 |
| ETHAiShares Ethereum Trust ETF | SHS | 953 | $1.82 萬 | <0.1% | – | – | 歷史 |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 122 | $1.80 萬 | <0.1% | – | – | – |
| SCHWSchwab Charles Corp | Stock | 197 | $1.80 萬 | <0.1% | – | – | 歷史 |
| GLPGlobal Partners LP | COM UNITS | 340 | $1.79 萬 | <0.1% | – | – | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 57 | $1.79 萬 | <0.1% | – | – | 歷史 |
| GBDCGolub Capital BDC, Inc. | COM | 1,218 | $1.78 萬 | <0.1% | – | – | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 40 | $1.78 萬 | <0.1% | – | – | 歷史 |