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 |
|---|---|---|---|---|---|---|---|
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 149,285 | $1,003 萬 | 0.6% | – | – | – |
| COFCapital One Financial Corp | Stock | 43,646 | $1,058 萬 | 0.6% | – | – | 歷史 |
| iShares Tr46434V290 | US SML CAP EQT | 149,061 | $1,116 萬 | 0.7% | – | – | – |
| PIMCO Equity Ser72202L389 | RAFI DYN EMERG | 550,070 | $1,276 萬 | 0.8% | – | – | – |
| GMGeneral Motors Co | COM | 160,195 | $1,303 萬 | 0.8% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 42,385 | $1,330 萬 | 0.8% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 49,545 | $1,596 萬 | 0.9% | – | – | 歷史 |
| TSLATesla, Inc. | Stock | 37,552 | $1,689 萬 | 1.0% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 25,855 | $1,707 萬 | 1.0% | – | – | 歷史 |
| Capital Grp Fixed Incm ETF T14020Y102 | CORE PLUS INCM | 761,301 | $1,724 萬 | 1.0% | – | – | – |
| AVGOBroadcom Inc. | Stock | 58,069 | $2,010 萬 | 1.2% | – | – | 歷史 |
| iShares Inc46434G889 | EMNG MKTS EQT | 349,393 | $2,021 萬 | 1.2% | – | – | – |
| IAUiShares Gold Trust | ETF | 260,335 | $2,113 萬 | 1.3% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 102,764 | $2,372 萬 | 1.4% | – | – | 歷史 |
| iShares Tr46434V266 | INTERNATIONAL SL | 616,511 | $2,557 萬 | 1.5% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 89,759 | $2,809 萬 | 1.7% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 77,948 | $3,770 萬 | 2.2% | – | – | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 577,473 | $4,277 萬 | 2.5% | – | – | – |
| PIMCO Active Bond Exchange-Traded Fund72201R775 | ETF | 466,565 | $4,361 萬 | 2.6% | – | – | – |
| Hartford FDS Exchange Traded41653L305 | TOTAL RTRN ETF | 1,269,349 | $4,366 萬 | 2.6% | – | – | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 442,250 | $4,417 萬 | 2.6% | – | – | – |
| NVDANVIDIA Corp | Stock | 250,212 | $4,666 萬 | 2.8% | – | – | 歷史 |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 654,830 | $6,573 萬 | 3.9% | – | – | – |
| AAPLApple Inc. | Stock | 270,573 | $7,356 萬 | 4.4% | – | – | 歷史 |