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Livermore
Livermore
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Evolution Wealth Management Inc.

SEC CIK
0002010029
最新申報
2026/7/21

2026 年第 2 季持倉

持倉截至 2026/6/30，2026/7/21 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。

機構總覽
持股檔數
935
較 2026 年第 1 季 +83
總值
$1.70 億
較 2026 年第 1 季 +$3,329 萬 (+24.3%)
申報日
2026/7/21
SEC
Evolution Wealth Management Inc. 在 2026 年第 2 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
RLIRli CorpCOM1,762$10.4 萬0.1%00.0%不變歷史
DXYZDestiny Tech100 Inc.CEF3,961$10.2 萬0.1%+220+5.9%加碼歷史
ENBEnbridge IncStock1,881$10.2 萬0.1%+749+66.2%加碼歷史
WELLWelltower Inc.REIT447$10.1 萬0.1%+193+76.0%加碼歷史
LMTLockheed Martin CorpStock199$10.1 萬0.1%+36+22.1%加碼歷史
VZVerizon Communications IncStock2,372$10.0 萬0.1%+455+23.7%加碼歷史
Vanguard Intermediate-Term Corporate Bond ETF92206C870ETF1,210$10.0 萬0.1%−12−1.0%減碼–
iShares Tr46436E767ESG MSCI USA ETF1,431$9.94 萬0.1%+408+39.9%加碼–
First Tr Exchng Traded FD VI33740U737FT VEST US EQT2,253$9.92 萬0.1%00.0%不變–
MAMastercard IncStock193$9.90 萬0.1%+24+14.2%加碼歷史
PIMCO ETF Tr72201R866INTER MUN BD ACT1,879$9.88 萬0.1%+28+1.5%加碼–
First Tr Exchng Traded FD VI33740F771FT VEST US1,933$9.76 萬0.1%00.0%不變–
Innovator ETFs Trust45784N643EQUITY DEFND 1YR3,464$9.49 萬0.1%+1,527+78.8%加碼–
Vanguard Morningstar Mid-Cap Value ETF922908512ETF473$9.35 萬0.1%+69+17.1%加碼–
INTCIntel CorpStock669$9.34 萬0.1%+289+76.1%加碼歷史
Innovator ETFs Trust45782C425US EQT ULTRA BFR2,400$9.28 萬0.1%00.0%不變–
CINFCincinnati Financial CorpCOM500$9.26 萬0.1%00.0%不變歷史
TFCTruist Financial CorpCOM1,848$9.21 萬0.1%+1,083+141.6%加碼歷史
TXNTexas Instruments IncStock307$9.15 萬0.1%+37+13.7%加碼歷史
Defiance Quantum ETF26922A420ETF551$9.11 萬0.1%00.0%不變–
First Tr Exchange Traded FD33738R118NASD TECH DIV792$9.10 萬0.1%+19+2.5%加碼–
iShares U.S. Treasury Bond ETF46429B267ETF3,994$9.10 萬0.1%+53+1.3%加碼–
CVXChevron CorpStock548$9.08 萬0.1%+98+21.8%加碼歷史
First Tr Exchng Traded FD VI33740U497FT VEST MAX DECE2,675$9.02 萬0.1%00.0%不變–
IBMInternational Business Machines CorpStock318$8.94 萬0.1%−6−1.9%減碼歷史
iShares Tr46435G193ESG AWRE USD ETF3,839$8.89 萬0.1%+1,203+45.6%加碼–
CMICummins IncStock124$8.84 萬0.1%00.0%不變歷史
Innovator ETFs Trust45782C292US EQT ULTRA BF2,314$8.79 萬0.1%+1,714+285.7%加碼–
Schwab U.S. Large-Cap Growth ETF808524300ETF2,579$8.73 萬0.1%+101+4.1%加碼–
EWEdwards Lifesciences CorpStock960$8.68 萬0.1%00.0%不變歷史
iShares Tr46435G102CONV BD ETF696$8.47 萬<0.1%00.0%不變–
First Tr Exchng Traded FD VI33740U505FT VEST UQ EQT1,542$8.40 萬<0.1%−80−4.9%減碼–
Innovator Equity Defined Protection ETF - 6MO Jan/Jul45783Y244ETF2,783$8.32 萬<0.1%−68−2.4%減碼–
iShares Tr46435G516ESG AW MSCI EAFE799$8.21 萬<0.1%00.0%不變–
TSMTaiwan Semiconductor Manufacturing Co LtdADR172$8.21 萬<0.1%+79+84.9%加碼歷史
Northern Lights FD Tr66538J720TOEWS AGILTY SHS2,127$8.21 萬<0.1%+2,127新進–
Elevation Series Trust210322608TRUE SE BUFF ETF2,972$8.20 萬<0.1%+555+23.0%加碼–
Global X FDS37954Y632ARTIFICIAL ETF1,210$7.94 萬<0.1%00.0%不變–
iShares Inc46434G863ESG AWR MSCI EM1,445$7.90 萬<0.1%+179+14.1%加碼–
CATCaterpillar IncStock73$7.77 萬<0.1%+3+4.3%加碼歷史
State Street Technology Select Sector SPDR ETF81369Y803ETF408$7.77 萬<0.1%+144+54.5%加碼–
ASMLASML Holding NVADR39$7.76 萬<0.1%+1+2.6%加碼歷史
Vanguard Total International Bond ETF92203J407ETF1,602$7.76 萬<0.1%+507+46.3%加碼–
TAT&T Inc.Stock3,744$7.75 萬<0.1%+1,679+81.3%加碼歷史
NEENextera Energy IncStock879$7.71 萬<0.1%−9−1.0%減碼歷史
First Tr Exchange-Traded FD33734X846NASDAQ CYB ETF849$7.63 萬<0.1%−409−32.5%減碼–
BABoeing CoStock352$7.62 萬<0.1%+46+15.0%加碼歷史
LOWLowes Companies IncStock344$7.58 萬<0.1%+42+13.9%加碼歷史
SPCXSpace Exploration Technologies CorpCLASS A COM STK443$7.57 萬<0.1%+443新進歷史
MRVLMarvell Technology, Inc.COM253$7.54 萬<0.1%+28+12.4%加碼歷史
Global X FDS37954Y715RBTCS ARTFL INTE1,980$7.51 萬<0.1%+1,000+102.0%加碼–
PSXPhillips 66Stock439$7.43 萬<0.1%+115+35.5%加碼歷史
iShares Tr464289883CORE 30 70 ETF1,777$7.37 萬<0.1%00.0%不變–
Vanguard Short-Term Bond ETF921937827ETF945$7.36 萬<0.1%+71+8.1%加碼–
Schwab International Equity ETF808524805ETF2,635$7.30 萬<0.1%+2,635新進–
BXBlackstone Inc.COM618$7.27 萬<0.1%+300+94.3%加碼歷史
SPDR Series Trust78464A755ST STR SP METAL679$7.26 萬<0.1%00.0%不變–
Alps ETF Tr00162Q528DYNAM US ETF1,021$7.19 萬<0.1%+130+14.6%加碼–
WisdomTree Tr97717X172US HGH YLD CORP1,564$7.16 萬<0.1%−114−6.8%減碼–
SPDR Series Trust78464A763ST STR SP DIV470$7.15 萬<0.1%+66+16.3%加碼–
NUENucor CorpCOM321$7.15 萬<0.1%+190+145.0%加碼歷史
RBB FD Inc74933W148F/M COMPOUNDR US696$7.14 萬<0.1%+696新進–
SPGSimon Property Group Inc.REIT317$7.09 萬<0.1%00.0%不變歷史
UNHUnitedHealth Group IncStock168$6.98 萬<0.1%+39+30.2%加碼歷史
iShares Tr46428743220 YR TR BD ETF772$6.67 萬<0.1%−3−0.4%減碼–
iShares Tr46435G425ESG AWR MSCI USA405$6.63 萬<0.1%+118+41.1%加碼–
Innovator ETFs Trust45782C698US EQUT BUFR AUG1,235$6.62 萬<0.1%00.0%不變–
First Tr Exchange Traded FD33741X102SMID RISNG ETF1,528$6.59 萬<0.1%00.0%不變–
Innovator ETFs Trust45784N106EQUITY DEFINED P2,390$6.59 萬<0.1%00.0%不變–
GLDMWorld Gold TrustSPDR GLD MINIS827$6.57 萬<0.1%00.0%不變歷史
Vanguard Morningstar Mid-Cap ETF922908629ETF804$6.48 萬<0.1%+228+39.6%加碼依 4 比 1 拆股換算–
ETF Opportunities Trust26923N397SMI 3FOURTEEN RE2,190$6.46 萬<0.1%00.0%不變–
SPDR Series Trust78468R440STATE STRET SPDR1,921$6.42 萬<0.1%−67−3.4%減碼–
State Street SPDR S&P Biotech ETF78464A870ETF401$6.35 萬<0.1%00.0%不變–
PEPPepsiCo IncStock465$6.30 萬<0.1%+33+7.6%加碼歷史
Global X FDS37954Y236DATA CTR DIG ETF2,073$6.30 萬<0.1%+300+16.9%加碼–
Invesco Exch Traded FD Tr II46138E198S&P MIDCP LOW940$6.24 萬<0.1%00.0%不變–
American Centy ETF Tr025072323AVAN US SMAL ETF839$6.15 萬<0.1%00.0%不變–
Elevation Series Trust210322509TRUESHARES QUART2,585$6.15 萬<0.1%−403−13.5%減碼–
Amplify ETF Tr032108664AMPLIFY CYBERSEC580$6.09 萬<0.1%00.0%不變–
WMTWalmart Inc.Stock536$6.07 萬<0.1%+220+69.6%加碼歷史
PIMCO Active Bond Exchange-Traded Fund72201R775ETF657$6.06 萬<0.1%+41+6.7%加碼–
GDGeneral Dynamics CorpStock171$6.06 萬<0.1%−12−6.6%減碼歷史
NTRNutrien Ltd.COM960$6.04 萬<0.1%+535+125.9%加碼歷史
TMUST-Mobile US, Inc.Stock353$5.92 萬<0.1%+12+3.5%加碼歷史
Fidelity Covington Trust316092378FIDELITY US MLTF1,436$5.89 萬<0.1%00.0%不變–
First Tr Exchng Traded FD VI33740F458FT VEST US EQT1,384$5.77 萬<0.1%00.0%不變–
TMOThermo Fisher Scientific Inc.Stock115$5.77 萬<0.1%+16+16.2%加碼歷史
American Centy ETF Tr025072604AVANTIS EMGMKT597$5.76 萬<0.1%00.0%不變–
GEVGE Vernova Inc.Stock49$5.76 萬<0.1%−8−14.0%減碼歷史
First Tr Exchng Traded FD VI33740F664FT VEST US EQT1,095$5.73 萬<0.1%00.0%不變–
First Tr Exchange Traded FD33738R605DORSEY WRT 5 ETF750$5.69 萬<0.1%00.0%不變–
PANWPalo Alto Networks IncStock164$5.59 萬<0.1%+33+25.2%加碼歷史
iShares Tr464287515EXPANDED TECH605$5.48 萬<0.1%+505+505.0%加碼–
DISWalt Disney CoStock563$5.42 萬<0.1%+246+77.6%加碼歷史
Innovator ETFs Trust45782C649US EQTY ULTRA B1,311$5.42 萬<0.1%00.0%不變–
Innovator ETFs Trust45782C839US EQT ULTRA BF1,324$5.40 萬<0.1%00.0%不變–
Innovator ETFs Trust45782C565US EQTY ULTRA BU1,336$5.37 萬<0.1%00.0%不變–
Innovator ETFs Trust45784N486EQUITY DUAL DIRC2,423$5.32 萬<0.1%00.0%不變–
Vanguard Health Care ETF92204A504ETF177$5.29 萬<0.1%00.0%不變–

2026 年第 1 季之後清倉（47 檔）

2026 年第 1 季季末還持有、這份申報已經沒有的部位。

Evolution Wealth Management Inc. 在 2026 年第 1 季之後清倉的部位
證券類別2026 年第 1 季股數2026 年第 1 季市值2026 年第 1 季佔組合 %紀錄
XOMExxonMobil Holdings CorpCOM1,135$19.2 萬0.1%歷史
Elevation Series Trust210322582TRUESHARES S&P4,810$9.82 萬0.1%–
NBISNebius Group N.V.Stock667$6.92 萬0.1%歷史
SOFISoFi Technologies, Inc.Stock4,240$6.73 萬<0.1%歷史
First Tr Exchange-Traded FD33734G108COM2,347$6.68 萬<0.1%–
J P Morgan Exchange Traded F46654Q559FLEXI DEBT ETF1,025$5.09 萬<0.1%–
CRWVCoreWeave, Inc.Stock500$3.87 萬<0.1%歷史
Innovator ETFs Trust45782C805US EQT ULTRA BF1,148$3.83 萬<0.1%–
HONHoneywell International IncCOM153$3.46 萬<0.1%歷史
WTRGEssential Utilities, Inc.COM669$2.69 萬<0.1%歷史
ETHAiShares Ethereum Trust ETFSHS1,508$2.39 萬<0.1%歷史
iShares Tr464287788U.S. FINLS ETF124$1.46 萬<0.1%–
BNSBank of Nova ScotiaCOM160$1.11 萬<0.1%歷史
TDYTeledyne Technologies IncCOM18$1.09 萬<0.1%歷史
PATHUiPath, Inc.Stock809$8,980<0.1%歷史
iShares S&P Mid-Cap 400 Value ETF464287705ETF47$6,228<0.1%–
TDToronto Dominion BankStock65$6,065<0.1%歷史
FISVFiserv IncStock100$5,580<0.1%歷史
SYMSymbotic Inc.Stock100$5,320<0.1%歷史
MELIMercadolibre IncCOM3$5,187<0.1%歷史
CMCanadian Imperial Bank of CommerceCOM50$4,738<0.1%歷史
GSKGSK plcADR80$4,415<0.1%歷史
ZSZscaler, Inc.Stock30$4,209<0.1%歷史
Global X Lithium & Battery Tech ETF37954Y855ETF50$3,718<0.1%–
Amplify ETF Tr032108805AMPLIFY LITHIUM233$3,469<0.1%–
WPMWheaton Precious Metals Corp.COM26$3,406<0.1%歷史
LDOSLeidos Holdings, Inc.COM20$3,110<0.1%歷史
TVTXTravere Therapeutics, Inc.COM100$2,971<0.1%歷史
ZZillow Group, Inc.CL C CAP STK69$2,855<0.1%歷史
ZBHZimmer Biomet Holdings, Inc.Stock31$2,803<0.1%歷史
Tidal Tr II88636R834STKD BITCOIN100$2,737<0.1%–
iShares MSCI USA Momentum Factor ETF46432F396ETF11$2,640<0.1%–
BMOBank of MontrealCOM18$2,436<0.1%歷史
EXPEExpedia Group, Inc.Stock10$2,309<0.1%歷史
PIMCO ETF Tr72201R593COMMODITY STRAT70$2,259<0.1%–
First Tr Exchange Trad FD VI33739H101FST TR GLB FD72$2,067<0.1%–
CTVACorteva, Inc.Stock24$2,009<0.1%歷史
OKLOOklo Inc.COM CL A40$1,984<0.1%歷史
SUSuncor Energy IncStock30$1,983<0.1%歷史
CELHCelsius Holdings, Inc.COM NEW50$1,774<0.1%歷史
DGXQuest Diagnostics IncCOM7$1,372<0.1%歷史
NSLRNeostellar Capital Corp.COM NEW100$1,071<0.1%歷史
GPCGenuine Parts CoStock8$846<0.1%歷史
KMBKimberly Clark CorpStock5$482<0.1%歷史
CTRACoterra Energy Inc.Stock5$176<0.1%歷史
FFWMFirst Foundation Inc.COM4$24<0.1%歷史
ONTFON24 Inc.COM2$16<0.1%歷史