Evolution Wealth Management Inc.
- SEC CIK
- 0002010029
- 最新申報
- 2026/7/21
2025 年第 2 季到 2025 年第 3 季的持倉變化
只比多頭部位，依股數判斷新進、加碼、減碼與清倉。可以換成這家機構任兩季比較。
- 新進
- 118 檔
- 估計 +$998.5 萬
- 加碼
- 114 檔
- 估計 +$1,399 萬
- 減碼
- 137 檔
- 估計 −$1,134 萬
- 清倉
- 106 檔
- 估計 −$141.6 萬
總值從 $8,117 萬變成 $9,744 萬（+$1,627 萬 (+20.0%)），持股從 579 檔變成 591 檔（+12）。
2025 年第 3 季全部持倉2025 年第 2 季全部持倉
股數、市值、佔組合 % 每一格上面是 2025 年第 3 季，下面灰字是 2025 年第 2 季。兩季之間拆股的股票，2025 年第 2 季的股數先依拆股比例換算再比較。
| 證券 | 動作 | 股數 | 股數變化 | 市值 | 估計買賣 | 佔組合 % | 比重變化（百分點） |
|---|---|---|---|---|---|---|---|
| Innovator ETFs Trust45783Y673 | 減碼– | 248,418393,837 | −145,419−36.9% | $895.0 萬$1,322 萬 | −$523.9 萬 | 9.2%16.3% | −7.10 |
| Pacer FDS Tr69374H568 | 減碼– | 176,623186,322 | −9,699−5.2% | $558.0 萬$567.9 萬 | −$30.6 萬 | 5.7%7.0% | −1.27 |
| Simplify Exchange Traded Fun82889N202 | 加碼– | 100,05794,750 | +5,307+5.6% | $395.3 萬$360.2 萬 | +$21.0 萬 | 4.1%4.4% | −0.38 |
| Simplify Exchange Traded Fun82889N103 | 加碼– | 69,9416,782 | +63,159+931.3% | $299.7 萬$28.0 萬 | +$270.7 萬 | 3.1%0.3% | +2.73 |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | 加碼– | 36,45914,257 | +22,202+155.7% | $285.6 萬$103.6 萬 | +$173.9 萬 | 2.9%1.3% | +1.65 |
| Innovator ETFs Trust45783Y723 | 加碼– | 69,97736,662 | +33,315+90.9% | $243.4 萬$122.4 萬 | +$115.9 萬 | 2.5%1.5% | +0.99 |
| Listed FDS Tr53656F805 | 減碼– | 44,92855,521 | −10,593−19.1% | $235.1 萬$268.2 萬 | −$55.4 萬 | 2.4%3.3% | −0.89 |
| Schwab U.S. Large-Cap ETF808524201 | 加碼– | 78,18046,101 | +32,079+69.6% | $205.9 萬$112.7 萬 | +$84.5 萬 | 2.1%1.4% | +0.73 |
| Listed FD Tr53656F862 | 加碼– | 94,65790,045 | +4,612+5.1% | $197.2 萬$184.8 萬 | +$9.61 萬 | 2.0%2.3% | −0.25 |
| BlackRock ETF Trust II092528702 | 新進– | 55,0690 | +55,069 | $188.3 萬$0 | +$188.3 萬 | 1.9%0.0% | +1.93 |
| Simplify Exchange Traded Fun82889N764 | 新進– | 57,6770 | +57,677 | $180.2 萬$0 | +$180.2 萬 | 1.8%0.0% | +1.85 |
| iShares Core S&P 500 ETF464287200 | 減碼– | 2,6533,010 | −357−11.9% | $177.6 萬$186.9 萬 | −$23.9 萬 | 1.8%2.3% | −0.48 |
| iShares Tr46436E718 | 加碼– | 17,08914,758 | +2,331+15.8% | $172.1 萬$148.6 萬 | +$23.5 萬 | 1.8%1.8% | −0.06 |
| Vanguard Scottsdale FDS92206C599 | 不變– | 5,8025,802 | 00.0% | $170.8 萬$158.2 萬 | $0 | 1.8%1.9% | −0.20 |
| DBX ETF Tr233051200 | 新進– | 33,2100 | +33,210 | $154.2 萬$0 | +$154.2 萬 | 1.6%0.0% | +1.58 |
| Invesco Nasdaq 100 ETF46138G649 | 加碼– | 5,72811 | +5,717+51,972.7% | $141.6 萬$2,498 | +$141.3 萬 | 1.5%<0.1% | +1.45 |
| Innovator ETFs Trust45783Y681 | 減碼– | 41,66755,883 | −14,216−25.4% | $138.1 萬$166.8 萬 | −$47.1 萬 | 1.4%2.1% | −0.64 |
| NVDANVIDIA Corp | 加碼歷史 | 7,0736,800 | +273+4.0% | $132.0 萬$107.4 萬 | +$5.09 萬 | 1.4%1.3% | +0.03 |
| Simplify Exchange Traded Fun82889N723 | 加碼– | 53,98013,977 | +40,003+286.2% | $111.8 萬$28.8 萬 | +$82.8 萬 | 1.1%0.4% | +0.79 |
| Invesco Exchange Traded FD T46137V233 | 減碼– | 17,98619,548 | −1,562−8.0% | $103.5 萬$101.8 萬 | −$8.98 萬 | 1.1%1.3% | −0.19 |
| Vanguard Morningstar Growth ETF922908736 | 加碼– | 2,1422,141 | +10.0% | $102.7 萬$93.9 萬 | +$479.61 | 1.1%1.2% | −0.10 |
| MSFTMicrosoft Corp | 減碼歷史 | 1,9231,930 | −7−0.4% | $99.6 萬$96.0 萬 | −$3,625.69 | 1.0%1.2% | −0.16 |
| iShares MSCI USA Quality Factor ETF46432F339 | 減碼– | 4,9115,298 | −387−7.3% | $95.5 萬$96.9 萬 | −$7.53 萬 | 1.0%1.2% | −0.21 |
| First Tr Exchng Traded FD VI33740F730 | 減碼– | 21,38221,396 | −14−0.1% | $94.8 萬$91.6 萬 | −$620.49 | 1.0%1.1% | −0.16 |
| Invesco Exch Traded FD Tr II46138E339 | 加碼– | 7,4101,303 | +6,107+468.7% | $89.7 萬$14.7 萬 | +$73.9 萬 | 0.9%0.2% | +0.74 |
| BlackRock ETF Trust09290C103 | 減碼– | 14,42116,261 | −1,840−11.3% | $85.4 萬$88.6 萬 | −$10.9 萬 | 0.9%1.1% | −0.21 |
| Vanguard S&P 500 ETF922908363 | 加碼– | 1,393747 | +646+86.5% | $85.3 萬$42.4 萬 | +$39.6 萬 | 0.9%0.5% | +0.35 |
| iShares Tr464288877 | 加碼– | 11,3036,327 | +4,976+78.6% | $76.7 萬$40.2 萬 | +$33.8 萬 | 0.8%0.5% | +0.29 |
| iShares Tr464288885 | 加碼– | 6,4823,474 | +3,008+86.6% | $73.8 萬$38.9 萬 | +$34.3 萬 | 0.8%0.5% | +0.28 |
| AAPLApple Inc. | 減碼歷史 | 2,7932,830 | −37−1.3% | $71.1 萬$58.1 萬 | −$9,422.6 | 0.7%0.7% | +0.01 |
| First Tr Exchng Traded FD VI33740F672 | 加碼– | 15,97215,971 | +10.0% | $69.0 萬$65.6 萬 | +$43.2 | 0.7%0.8% | −0.10 |
| PIMCO ETF Tr72201R783 | 新進– | 6,8710 | +6,871 | $65.7 萬$0 | +$65.7 萬 | 0.7%0.0% | +0.67 |
| Innovator ETFs Trust45782C425 | 不變– | 18,10218,102 | 00.0% | $64.8 萬$62.1 萬 | $0 | 0.7%0.8% | −0.10 |
| First Tr Exchng Traded FD VI33740F714 | 減碼– | 13,83315,992 | −2,159−13.5% | $64.3 萬$72.0 萬 | −$10.0 萬 | 0.7%0.9% | −0.23 |
| First Tr Exchng Traded FD VI33740F631 | 減碼– | 15,06715,070 | −30.0% | $63.5 萬$60.8 萬 | −$126.43 | 0.7%0.7% | −0.10 |
| iShares S&P 500 Growth ETF464287309 | 加碼– | 5,1685,073 | +95+1.9% | $62.4 萬$55.9 萬 | +$1.15 萬 | 0.6%0.7% | −0.05 |
| VZVerizon Communications Inc | 減碼歷史 | 13,94214,336 | −394−2.7% | $61.3 萬$62.0 萬 | −$1.73 萬 | 0.6%0.8% | −0.14 |
| WisdomTree Tr97717X263 | 加碼– | 14,53112,460 | +2,071+16.6% | $60.7 萬$49.4 萬 | +$8.66 萬 | 0.6%0.6% | +0.01 |
| AMZNAmazon Com Inc | 減碼歷史 | 2,7523,015 | −263−8.7% | $60.4 萬$66.1 萬 | −$5.77 萬 | 0.6%0.8% | −0.19 |
| WisdomTree Tr97717W109 | 減碼– | 6,7486,924 | −176−2.5% | $56.7 萬$55.1 萬 | −$1.48 萬 | 0.6%0.7% | −0.10 |
| First Tr Exchng Traded FD VI33740F698 | 不變– | 11,35311,353 | 00.0% | $53.0 萬$50.4 萬 | $0 | 0.5%0.6% | −0.08 |
| iShares Russell Top 200 Growth ETF464289438 | 不變– | 1,8521,852 | 00.0% | $50.7 萬$45.7 萬 | $0 | 0.5%0.6% | −0.04 |
| JPMorgan Ultra-Short Income ETF46641Q837 | 加碼– | 9,0165,405 | +3,611+66.8% | $45.7 萬$27.4 萬 | +$18.3 萬 | 0.5%0.3% | +0.13 |
| Simplify Exchange Traded Fun82889N335 | 新進– | 17,4050 | +17,405 | $45.7 萬$0 | +$45.7 萬 | 0.5%0.0% | +0.47 |
| First Tr Exchng Traded FD VI33740U406 | 減碼– | 10,07212,891 | −2,819−21.9% | $44.1 萬$53.8 萬 | −$12.3 萬 | 0.5%0.7% | −0.21 |
| Aim ETF Products Trust00888H729 | 新進– | 12,3350 | +12,335 | $43.0 萬$0 | +$43.0 萬 | 0.4%0.0% | +0.44 |
| First Trust Rising Dividend Achievers ETF33738R506 | 不變– | 6,1076,107 | 00.0% | $41.1 萬$38.3 萬 | $0 | 0.4%0.5% | −0.05 |
| Listed FD Tr53656F573 | 加碼– | 17,41414,212 | +3,202+22.5% | $39.0 萬$31.6 萬 | +$7.17 萬 | 0.4%0.4% | +0.01 |
| iShares Tr464288646 | 新進– | 7,2400 | +7,240 | $38.4 萬$0 | +$38.4 萬 | 0.4%0.0% | +0.39 |
| WisdomTree Tr97717W208 | 減碼– | 3,6633,844 | −181−4.7% | $36.9 萬$36.9 萬 | −$1.82 萬 | 0.4%0.5% | −0.08 |
| PIMCO ETF Tr72201R577 | 加碼– | 3,6461,557 | +2,089+134.2% | $36.9 萬$15.8 萬 | +$21.1 萬 | 0.4%0.2% | +0.18 |
| SPYSPDR S&P 500 ETF Trust | 減碼歷史 | 5521,408 | −856−60.8% | $36.8 萬$87.0 萬 | −$57.0 萬 | 0.4%1.1% | −0.69 |
| Invesco QQQ Trust Series I46090E103 | 減碼– | 6102,129 | −1,519−71.3% | $36.6 萬$117.4 萬 | −$91.2 萬 | 0.4%1.4% | −1.07 |
| Innovator ETFs Trust45784N775 | 不變– | 14,51914,519 | 00.0% | $36.2 萬$35.4 萬 | $0 | 0.4%0.4% | −0.06 |
| GLDSPDR Gold Trust | 加碼歷史 | 1,009971 | +38+3.9% | $35.9 萬$29.6 萬 | +$1.35 萬 | 0.4%0.4% | 0.00 |
| Innovator ETFs Trust45783Y111 | 加碼– | 13,4355,703 | +7,732+135.6% | $35.5 萬$14.7 萬 | +$20.5 萬 | 0.4%0.2% | +0.18 |
| Schwab US Dividend Equity ETF808524797 | 減碼– | 12,63112,752 | −121−0.9% | $34.5 萬$33.8 萬 | −$3,303.3 | 0.4%0.4% | −0.06 |
| iShares Tr464287721 | 加碼– | 1,7041,642 | +62+3.8% | $33.4 萬$28.5 萬 | +$1.21 萬 | 0.3%0.4% | −0.01 |
| First Tr Exchange Traded FD33738R704 | 減碼– | 3,4483,816 | −368−9.6% | $33.3 萬$31.1 萬 | −$3.56 萬 | 0.3%0.4% | −0.04 |
| Vanguard Ftse Developed Markets ETF921943858 | 減碼– | 5,5525,603 | −51−0.9% | $33.3 萬$31.9 萬 | −$3,055.92 | 0.3%0.4% | −0.05 |
| Vanguard Dividend Appreciation ETF921908844 | 加碼– | 1,5391,251 | +288+23.0% | $33.2 萬$25.6 萬 | +$6.21 萬 | 0.3%0.3% | +0.03 |
| Invesco Exchange Traded FD T46137V472 | 不變– | 3,1433,143 | 00.0% | $33.0 萬$30.9 萬 | $0 | 0.3%0.4% | −0.04 |
| First Tr Exchng Traded FD VI33740F839 | 減碼– | 6,8827,168 | −286−4.0% | $32.2 萬$32.0 萬 | −$1.34 萬 | 0.3%0.4% | −0.06 |
| BRK.BBerkshire Hathaway Inc | 加碼歷史 | 637582 | +55+9.5% | $32.0 萬$28.3 萬 | +$2.77 萬 | 0.3%0.3% | −0.02 |
| Simplify Exchange Traded Fun82889N657 | 加碼– | 14,5555,103 | +9,452+185.2% | $31.8 萬$11.2 萬 | +$20.7 萬 | 0.3%0.1% | +0.19 |
| WisdomTree Tr97717X131 | 減碼– | 7,9648,368 | −404−4.8% | $31.8 萬$33.2 萬 | −$1.61 萬 | 0.3%0.4% | −0.08 |
| Innovator ETFs Trust45783Y251 | 新進– | 10,9290 | +10,929 | $31.4 萬$0 | +$31.4 萬 | 0.3%0.0% | +0.32 |
| BACBank of America Corp | 加碼歷史 | 5,9745,934 | +40+0.7% | $30.8 萬$28.1 萬 | +$2,063.7 | 0.3%0.3% | −0.03 |
| First Tr Exchng Traded FD VI33740F854 | 加碼– | 6,7981,553 | +5,245+337.7% | $29.7 萬$6.47 萬 | +$22.9 萬 | 0.3%0.1% | +0.22 |
| First Tr Exchng Traded FD VI33740F680 | 減碼– | 6,6489,500 | −2,852−30.0% | $29.4 萬$40.3 萬 | −$12.6 萬 | 0.3%0.5% | −0.19 |
| TSLATesla, Inc. | 加碼歷史 | 643635 | +8+1.3% | $28.6 萬$20.2 萬 | +$3,557.76 | 0.3%0.2% | +0.04 |
| Innovator ETFs Trust45782C672 | 新進– | 7,1920 | +7,192 | $28.3 萬$0 | +$28.3 萬 | 0.3%0.0% | +0.29 |
| AEEAmeren Corp | 不變歷史 | 2,6832,683 | 00.0% | $28.0 萬$25.8 萬 | $0 | 0.3%0.3% | −0.03 |
| iShares S&P 500 Value ETF464287408 | 減碼– | 1,3311,344 | −13−1.0% | $27.5 萬$26.3 萬 | −$2,684.63 | 0.3%0.3% | −0.04 |
| Innovator ETFs Trust45784N650 | 不變– | 10,57510,575 | 00.0% | $26.5 萬$26.1 萬 | $0 | 0.3%0.3% | −0.05 |
| Innovator ETFs Trust45782C680 | 減碼– | 6,1426,329 | −187−3.0% | $26.1 萬$25.6 萬 | −$7,941.9 | 0.3%0.3% | −0.05 |
| Vanguard Morningstar Value ETF922908744 | 加碼– | 1,3881,386 | +2+0.1% | $25.9 萬$24.5 萬 | +$372.98 | 0.3%0.3% | −0.04 |
| Innovator ETFs Trust45782C664 | 新進– | 5,2560 | +5,256 | $25.4 萬$0 | +$25.4 萬 | 0.3%0.0% | +0.26 |
| First Tr Exchng Traded FD VI33740U802 | 減碼– | 6,18315,331 | −9,148−59.7% | $23.9 萬$57.8 萬 | −$35.3 萬 | 0.2%0.7% | −0.47 |
| iShares Tr46435U713 | 加碼– | 4,4601,149 | +3,311+288.2% | $23.6 萬$5.65 萬 | +$17.5 萬 | 0.2%0.1% | +0.17 |
| Ssga Active Tr78470P408 | 不變– | 3,8723,872 | 00.0% | $23.1 萬$21.3 萬 | $0 | 0.2%0.3% | −0.03 |
| First Tr Exchange-Traded FD33739Q408 | 加碼– | 3,8523,770 | +82+2.2% | $23.1 萬$22.6 萬 | +$4,912.61 | 0.2%0.3% | −0.04 |
| Elevation Series Trust210322509 | 加碼– | 9,1692,732 | +6,437+235.6% | $22.6 萬$6.74 萬 | +$15.9 萬 | 0.2%0.1% | +0.15 |
| WisdomTree Tr97717X511 | 減碼– | 5,0815,281 | −200−3.8% | $22.5 萬$23.0 萬 | −$8,854.01 | 0.2%0.3% | −0.05 |
| First Tr Exchng Traded FD VI33740U711 | 減碼– | 5,6517,296 | −1,645−22.5% | $21.5 萬$26.8 萬 | −$6.26 萬 | 0.2%0.3% | −0.11 |
| iShares Inc46434G764 | 減碼– | 3,1843,453 | −269−7.8% | $21.5 萬$21.8 萬 | −$1.82 萬 | 0.2%0.3% | −0.05 |
| First Tr Exchng Traded FD VI33740U760 | 不變– | 8,6778,677 | 00.0% | $21.0 萬$20.4 萬 | $0 | 0.2%0.3% | −0.04 |
| First Tr Exchng Traded FD VI33740F441 | 不變– | 5,1075,107 | 00.0% | $20.7 萬$20.0 萬 | $0 | 0.2%0.2% | −0.03 |
| WisdomTree Tr97717W505 | 減碼– | 3,8804,211 | −331−7.9% | $20.3 萬$21.1 萬 | −$1.73 萬 | 0.2%0.3% | −0.05 |
| GOOGLAlphabet Inc. | 加碼歷史 | 825767 | +58+7.6% | $20.1 萬$13.5 萬 | +$1.41 萬 | 0.2%0.2% | +0.04 |
| American Centy ETF Tr025072349 | 新進– | 2,6950 | +2,695 | $19.5 萬$0 | +$19.5 萬 | 0.2%0.0% | +0.20 |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | 不變– | 2,0822,082 | 00.0% | $19.1 萬$19.1 萬 | $0 | 0.2%0.2% | −0.04 |
| Innovator ETFs Trust45782C276 | 不變– | 2,5982,598 | 00.0% | $18.5 萬$17.7 萬 | $0 | 0.2%0.2% | −0.03 |
| First Tr Exchange-Traded FD33734X846 | 加碼– | 2,4291,647 | +782+47.5% | $18.5 萬$12.4 萬 | +$5.94 萬 | 0.2%0.2% | +0.04 |
| WisdomTree Tr97717W281 | 減碼– | 3,1543,606 | −452−12.5% | $18.0 萬$19.9 萬 | −$2.58 萬 | 0.2%0.2% | −0.06 |
| HOODRobinhood Markets, Inc. | 加碼歷史 | 1,247247 | +1,000+404.9% | $17.9 萬$2.31 萬 | +$14.3 萬 | 0.2%<0.1% | +0.15 |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | 加碼– | 4,0984,003 | +95+2.4% | $17.5 萬$16.2 萬 | +$4,065.04 | 0.2%0.2% | −0.02 |
| WisdomTree Tr97717W315 | 減碼– | 3,8074,352 | −545−12.5% | $17.5 萬$19.7 萬 | −$2.51 萬 | 0.2%0.2% | −0.06 |
| WisdomTree Tr97717W760 | 減碼– | 2,1992,341 | −142−6.1% | $17.5 萬$17.6 萬 | −$1.13 萬 | 0.2%0.2% | −0.04 |
| SPDR Index Shs FDS78463X509 | 不變– | 3,6863,686 | 00.0% | $17.3 萬$15.8 萬 | $0 | 0.2%0.2% | −0.02 |
估計買賣金額是股數的變化乘上申報隱含的季末價（市值除以股數）：新進用這一季的市值，清倉用上一季的市值，只有本金（PRN）的部位算不出來。13F 只有季末的持股，看不出季中的買賣時點與成交價。