Evolve Private Wealth, LLC
- SEC CIK
- 0002111131
- 最新申報
- 2026/8/12
2025 年第 4 季持倉
持倉截至 2025/12/31，2026/2/17 申報。只含多頭部位。
- 持股檔數
- 924
- 2025 年第 3 季沒有申報
- 總值
- $16.9 億
- 2025 年第 3 季沒有申報
Evolve Private Wealth, LLC 沒有申報 2025 年第 3 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 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 270,573 | $7,356 萬 | 4.4% | – | – | 歷史 |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 654,830 | $6,573 萬 | 3.9% | – | – | – |
| NVDANVIDIA Corp | Stock | 250,212 | $4,666 萬 | 2.8% | – | – | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 442,250 | $4,417 萬 | 2.6% | – | – | – |
| Hartford FDS Exchange Traded41653L305 | TOTAL RTRN ETF | 1,269,349 | $4,366 萬 | 2.6% | – | – | – |
| PIMCO Active Bond Exchange-Traded Fund72201R775 | ETF | 466,565 | $4,361 萬 | 2.6% | – | – | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 577,473 | $4,277 萬 | 2.5% | – | – | – |
| MSFTMicrosoft Corp | Stock | 77,948 | $3,770 萬 | 2.2% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 89,759 | $2,809 萬 | 1.7% | – | – | 歷史 |
| iShares Tr46434V266 | INTERNATIONAL SL | 616,511 | $2,557 萬 | 1.5% | – | – | – |
| AMZNAmazon Com Inc | Stock | 102,764 | $2,372 萬 | 1.4% | – | – | 歷史 |
| IAUiShares Gold Trust | ETF | 260,335 | $2,113 萬 | 1.3% | – | – | 歷史 |
| iShares Inc46434G889 | EMNG MKTS EQT | 349,393 | $2,021 萬 | 1.2% | – | – | – |
| AVGOBroadcom Inc. | Stock | 58,069 | $2,010 萬 | 1.2% | – | – | 歷史 |
| Capital Grp Fixed Incm ETF T14020Y102 | CORE PLUS INCM | 761,301 | $1,724 萬 | 1.0% | – | – | – |
| METAMeta Platforms, Inc. | Stock | 25,855 | $1,707 萬 | 1.0% | – | – | 歷史 |
| TSLATesla, Inc. | Stock | 37,552 | $1,689 萬 | 1.0% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 49,545 | $1,596 萬 | 0.9% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 42,385 | $1,330 萬 | 0.8% | – | – | 歷史 |
| GMGeneral Motors Co | COM | 160,195 | $1,303 萬 | 0.8% | – | – | 歷史 |
| PIMCO Equity Ser72202L389 | RAFI DYN EMERG | 550,070 | $1,276 萬 | 0.8% | – | – | – |
| iShares Tr46434V290 | US SML CAP EQT | 149,061 | $1,116 萬 | 0.7% | – | – | – |
| COFCapital One Financial Corp | Stock | 43,646 | $1,058 萬 | 0.6% | – | – | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 149,285 | $1,003 萬 | 0.6% | – | – | – |
| WMTWalmart Inc. | Stock | 88,221 | $982.9 萬 | 0.6% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 18,752 | $942.5 萬 | 0.6% | – | – | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 27,965 | $937.6 萬 | 0.6% | – | – | – |
| IBMInternational Business Machines Corp | Stock | 30,038 | $889.8 萬 | 0.5% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 40,890 | $846.2 萬 | 0.5% | – | – | 歷史 |
| iShares Tr46434V282 | U S EQUITY FACTR | 121,259 | $841.9 萬 | 0.5% | – | – | – |
| XOMExxonMobil Holdings Corp | COM | 67,149 | $808.1 萬 | 0.5% | – | – | 歷史 |
| COSTCostco Wholesale Corp | Stock | 9,240 | $796.8 萬 | 0.5% | – | – | 歷史 |
| AXPAmerican Express Co | Stock | 19,667 | $727.6 萬 | 0.4% | – | – | 歷史 |
| LRCXLam Research Corp | Stock | 41,550 | $712.3 萬 | 0.4% | – | – | 歷史 |
| Capital Group Growth ETF14020G101 | SHS CREAT UNIT | 156,938 | $697.9 萬 | 0.4% | – | – | – |
| KLACKLA Corp | COM NEW | 5,649 | $686.4 萬 | 0.4% | – | – | 歷史 |
| KOCoca Cola Co | Stock | 97,820 | $683.9 萬 | 0.4% | – | – | 歷史 |
| UTHRUnited Therapeutics Corp | COM | 14,020 | $683.1 萬 | 0.4% | – | – | 歷史 |
| SYFSynchrony Financial | COM | 80,034 | $667.7 萬 | 0.4% | – | – | 歷史 |
| JBLJabil Inc | Stock | 29,208 | $666.0 萬 | 0.4% | – | – | 歷史 |
| CATCaterpillar Inc | Stock | 11,415 | $654.0 萬 | 0.4% | – | – | 歷史 |
| MRKMerck & Co., Inc. | Stock | 60,015 | $636.8 萬 | 0.4% | – | – | 歷史 |
| State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853 | ETF | 134,631 | $630.9 萬 | 0.4% | – | – | – |
| CSCOCisco Systems, Inc. | Stock | 81,676 | $629.1 萬 | 0.4% | – | – | 歷史 |
| GESGuess Inc | COM | 362,018 | $606.4 萬 | 0.4% | – | – | 歷史 |
| Schwab US Tips ETF808524870 | ETF | 228,456 | $605.2 萬 | 0.4% | – | – | – |
| 2023 ETF Series Trust900934209 | BRANDES INTL ETF | 149,665 | $600.8 萬 | 0.4% | – | – | – |
| LLYEli Lilly & Co | Stock | 5,464 | $587.3 萬 | 0.3% | – | – | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 8,400 | $574.5 萬 | 0.3% | – | – | 歷史 |
| VSTVistra Corp. | Stock | 35,417 | $571.4 萬 | 0.3% | – | – | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 102,238 | $551.5 萬 | 0.3% | – | – | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 8,826 | $542.2 萬 | 0.3% | – | – | – |
| ABTAbbott Laboratories | Stock | 42,280 | $529.7 萬 | 0.3% | – | – | 歷史 |
| SFStifel Financial Corp | COM | 42,180 | $528.2 萬 | 0.3% | – | – | 歷史 |
| SCHWSchwab Charles Corp | Stock | 52,153 | $521.1 萬 | 0.3% | – | – | 歷史 |
| AXSAxis Capital Holdings Ltd | SHS | 48,278 | $519.1 萬 | 0.3% | – | – | 歷史 |
| CRMSalesforce, Inc. | Stock | 18,786 | $498.4 萬 | 0.3% | – | – | 歷史 |
| ORIOld Republic International Corp | COM | 108,844 | $496.8 萬 | 0.3% | – | – | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 6,551 | $493.8 萬 | 0.3% | – | – | – |
| DALDelta Air Lines, Inc. | COM NEW | 70,822 | $491.5 萬 | 0.3% | – | – | 歷史 |
| QCOMQualcomm Inc | Stock | 28,089 | $480.5 萬 | 0.3% | – | – | 歷史 |
| DHIHorton D R Inc | COM | 32,427 | $467.0 萬 | 0.3% | – | – | 歷史 |
| ALSNAllison Transmission Holdings Inc | Stock | 46,717 | $457.4 萬 | 0.3% | – | – | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 6,601 | $452.1 萬 | 0.3% | – | – | – |
| TOLToll Brothers, Inc. | COM | 33,260 | $449.7 萬 | 0.3% | – | – | 歷史 |
| UALUnited Airlines Holdings, Inc. | COM | 38,525 | $430.8 萬 | 0.3% | – | – | 歷史 |
| ORCLOracle Corp | Stock | 21,880 | $426.5 萬 | 0.3% | – | – | 歷史 |
| iShares Tr46434V274 | INTL EQTY FACTOR | 112,643 | $425.2 萬 | 0.3% | – | – | – |
| CVSCVS Health Corp | Stock | 53,142 | $421.7 萬 | 0.2% | – | – | 歷史 |
| PIMCO Equity Ser72202L371 | RAFI DYN MULTI | 107,324 | $415.9 萬 | 0.2% | – | – | – |
| HPEHewlett Packard Enterprise Co | COM | 171,474 | $414.3 萬 | 0.2% | – | – | 歷史 |
| ANAutonation, Inc. | COM | 19,743 | $407.7 萬 | 0.2% | – | – | 歷史 |
| AYIAcuity Inc. (DE) | Stock | 11,307 | $407.1 萬 | 0.2% | – | – | 歷史 |
| WisdomTree Tr97717Y857 | US MULTIFACTOR | 79,306 | $406.5 萬 | 0.2% | – | – | – |
| PEPPepsiCo Inc | Stock | 27,847 | $403.6 萬 | 0.2% | – | – | 歷史 |
| MOAltria Group, Inc. | Stock | 68,029 | $399.5 萬 | 0.2% | – | – | 歷史 |
| Capital Group Intl Focus EQT14019W109 | SHS CREAT UNIT | 133,298 | $393.9 萬 | 0.2% | – | – | – |
| SNASnap-on Inc | COM | 11,424 | $393.7 萬 | 0.2% | – | – | 歷史 |
| FOXFox Corp | CL B COM | 57,729 | $374.8 萬 | 0.2% | – | – | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 20,601 | $366.2 萬 | 0.2% | – | – | 歷史 |
| HCAHCA Healthcare, Inc. | COM | 7,821 | $365.1 萬 | 0.2% | – | – | 歷史 |
| VZVerizon Communications Inc | Stock | 87,530 | $356.5 萬 | 0.2% | – | – | 歷史 |
| BCSBarclays PLC | ADR | 138,559 | $352.6 萬 | 0.2% | – | – | 歷史 |
| NRGNRG Energy, Inc. | Stock | 21,852 | $348.0 萬 | 0.2% | – | – | 歷史 |
| First Tr Exch Traded FD III33739E108 | PFD SECS INC ETF | 187,861 | $342.3 萬 | 0.2% | – | – | – |
| CBChubb Ltd | Stock | 10,886 | $340.8 萬 | 0.2% | – | – | 歷史 |
| KRKroger Co | Stock | 54,412 | $340.0 萬 | 0.2% | – | – | 歷史 |
| WSMWilliams Sonoma Inc | COM | 19,035 | $340.0 萬 | 0.2% | – | – | 歷史 |
| BYDBoyd Gaming Corp | COM | 39,534 | $337.7 萬 | 0.2% | – | – | 歷史 |
| HWMHowmet Aerospace Inc. | Stock | 16,346 | $335.1 萬 | 0.2% | – | – | 歷史 |
| MTGMgic Investment Corp | COM | 113,707 | $332.3 萬 | 0.2% | – | – | 歷史 |
| CORCencora, Inc. | Stock | 9,819 | $331.6 萬 | 0.2% | – | – | 歷史 |
| ACGLArch Capital Group Ltd. | Stock | 33,834 | $324.5 萬 | 0.2% | – | – | 歷史 |
| GEGeneral Electric Co | Stock | 10,482 | $323.3 萬 | 0.2% | – | – | 歷史 |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 35,304 | $322.6 萬 | 0.2% | – | – | – |
| METMetlife Inc | Stock | 40,298 | $318.1 萬 | 0.2% | – | – | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 10,421 | $317.5 萬 | 0.2% | – | – | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 9,603 | $317.0 萬 | 0.2% | – | – | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 22,046 | $316.4 萬 | 0.2% | – | – | – |
| GILDGilead Sciences, Inc. | Stock | 25,666 | $315.0 萬 | 0.2% | – | – | 歷史 |