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 |
|---|---|---|---|---|---|---|---|
| HRHealthcare Realty Trust Inc | CL A COM | 13,596 | $23.0 萬 | <0.1% | – | – | 歷史 |
| VICIVici Properties Inc. | COM | 8,067 | $23.1 萬 | <0.1% | – | – | 歷史 |
| TDCTeradata Corp | Stock | 7,590 | $23.1 萬 | <0.1% | – | – | 歷史 |
| TXNMTXNM Energy Inc | COM | 3,929 | $23.1 萬 | <0.1% | – | – | 歷史 |
| GRMNGarmin Ltd | SHS | 1,148 | $23.3 萬 | <0.1% | – | – | 歷史 |
| CGNXCognex Corp | COM | 6,473 | $23.3 萬 | <0.1% | – | – | 歷史 |
| BFZBlackRock California Municipal Income Trust | SH BEN INT | 21,734 | $23.3 萬 | <0.1% | – | – | 歷史 |
| OGEOGE Energy Corp. | COM | 5,472 | $23.4 萬 | <0.1% | – | – | 歷史 |
| NJRNew Jersey Resources Corp | Stock | 5,077 | $23.7 萬 | <0.1% | – | – | 歷史 |
| APTVAptiv PLC | Stock | 3,113 | $23.7 萬 | <0.1% | – | – | 歷史 |
| PCQPIMCO California Municipal Income Fund | COM | 27,148 | $23.8 萬 | <0.1% | – | – | 歷史 |
| CEVEaton Vance California Municipal Income Trust | SH BEN INT | 23,874 | $24.0 萬 | <0.1% | – | – | 歷史 |
| PKPark Hotels & Resorts Inc. | COM | 22,502 | $24.1 萬 | <0.1% | – | – | 歷史 |
| WBSWebster Financial Corp | COM | 3,830 | $24.1 萬 | <0.1% | – | – | 歷史 |
| NETCloudflare, Inc. | CL A COM | 1,223 | $24.1 萬 | <0.1% | – | – | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 1,961 | $24.2 萬 | <0.1% | – | – | – |
| DDominion Energy, Inc | Stock | 4,133 | $24.2 萬 | <0.1% | – | – | 歷史 |
| DLTRDollar Tree, Inc. | COM | 1,970 | $24.2 萬 | <0.1% | – | – | 歷史 |
| LHLabcorp Holdings Inc. | Stock | 970 | $24.3 萬 | <0.1% | – | – | 歷史 |
| WEXWEX Inc. | COM | 1,638 | $24.4 萬 | <0.1% | – | – | 歷史 |
| BBSIBarrett Business Services Inc | COM | 6,744 | $24.4 萬 | <0.1% | – | – | 歷史 |
| EXPEagle Materials Inc | COM | 1,180 | $24.4 萬 | <0.1% | – | – | 歷史 |
| PNRPENTAIR plc | SHS | 2,349 | $24.5 萬 | <0.1% | – | – | 歷史 |
| MCOMoodys Corp | Stock | 479 | $24.5 萬 | <0.1% | – | – | 歷史 |
| MAAMid America Apartment Communities Inc. | COM | 1,773 | $24.6 萬 | <0.1% | – | – | 歷史 |
| iShares Tr464288661 | 3 7 YR TREAS BD | 2,065 | $24.6 萬 | <0.1% | – | – | – |
| IIFMorgan Stanley India Investment Fund, Inc. | COM | 9,171 | $24.7 萬 | <0.1% | – | – | 歷史 |
| KNXKnight-Swift Transportation Holdings Inc. | CL A | 4,732 | $24.7 萬 | <0.1% | – | – | 歷史 |
| COOCooper Companies, Inc. | COM | 3,029 | $24.8 萬 | <0.1% | – | – | 歷史 |
| ETEnergy Transfer LP | COM UT LTD PTN | 15,100 | $24.9 萬 | <0.1% | – | – | 歷史 |
| STLDSteel Dynamics Inc | COM | 1,478 | $25.1 萬 | <0.1% | – | – | 歷史 |
| CEGConstellation Energy Corp | Stock | 713 | $25.2 萬 | <0.1% | – | – | 歷史 |
| AIOVirtus Artificial Intelligence & Technology Opportunities Fund | COM | 11,157 | $25.4 萬 | <0.1% | – | – | 歷史 |
| NDSNNordson Corp | COM | 1,053 | $25.4 萬 | <0.1% | – | – | 歷史 |
| IBITiShares Bitcoin Trust ETF | ETF | 5,134 | $25.5 萬 | <0.1% | – | – | 歷史 |
| BUDAnheuser-Busch InBev SA/NV | ADR | 3,981 | $25.5 萬 | <0.1% | – | – | 歷史 |
| VMIValmont Industries Inc | COM | 635 | $25.6 萬 | <0.1% | – | – | 歷史 |
| LYGLloyds Banking Group plc | SPONSORED ADR | 48,409 | $25.7 萬 | <0.1% | – | – | 歷史 |
| GEHCGE HealthCare Technologies Inc. | Stock | 3,132 | $25.7 萬 | <0.1% | – | – | 歷史 |
| BBVABanco Bilbao Vizcaya Argentaria, S.A. | SPONSORED ADR | 11,052 | $25.8 萬 | <0.1% | – | – | 歷史 |
| First Tr Exchange-Traded Alp33734Y109 | COM SHS | 2,280 | $25.8 萬 | <0.1% | – | – | – |
| MATMattel Inc | COM | 13,005 | $25.8 萬 | <0.1% | – | – | 歷史 |
| SRPTSarepta Therapeutics, Inc. | COM | 12,026 | $25.9 萬 | <0.1% | – | – | 歷史 |
| QQnity Electronics, Inc. | COMMON STOCK | 3,186 | $26.0 萬 | <0.1% | – | – | 歷史 |
| HAYWHayward Holdings, Inc. | COM | 16,959 | $26.2 萬 | <0.1% | – | – | 歷史 |
| RACEFerrari N.V. | COM | 714 | $26.4 萬 | <0.1% | – | – | 歷史 |
| SBACSba Communications Corp | CL A | 1,371 | $26.5 萬 | <0.1% | – | – | 歷史 |
| iShares Tr464288588 | MBS ETF | 2,787 | $26.5 萬 | <0.1% | – | – | – |
| PODDInsulet Corp | Stock | 940 | $26.7 萬 | <0.1% | – | – | 歷史 |
| XYLXylem Inc. | COM | 1,966 | $26.8 萬 | <0.1% | – | – | 歷史 |
| Invesco Exch Traded FD Tr II46138E198 | S&P MIDCP LOW | 4,342 | $27.1 萬 | <0.1% | – | – | – |
| EAElectronic Arts Inc. | COM | 1,332 | $27.2 萬 | <0.1% | – | – | 歷史 |
| VFCV F Corp | Stock | 15,105 | $27.3 萬 | <0.1% | – | – | 歷史 |
| LNTAlliant Energy Corp | Stock | 4,202 | $27.3 萬 | <0.1% | – | – | 歷史 |
| SWKStanley Black & Decker, Inc. | COM | 3,715 | $27.6 萬 | <0.1% | – | – | 歷史 |
| KMBKimberly Clark Corp | Stock | 2,706 | $27.6 萬 | <0.1% | – | – | 歷史 |
| AKAMAkamai Technologies Inc | COM | 3,170 | $27.7 萬 | <0.1% | – | – | 歷史 |
| MGMMGM Resorts International | Stock | 7,617 | $27.8 萬 | <0.1% | – | – | 歷史 |
| PENGPenguin Solutions, Inc. | Stock | 14,212 | $27.8 萬 | <0.1% | – | – | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 959 | $27.8 萬 | <0.1% | – | – | – |
| BKHBlack Hills Corp | COM | 4,015 | $27.9 萬 | <0.1% | – | – | 歷史 |
| MPLXMPLX LP | COM UNIT REP LTD | 5,229 | $27.9 萬 | <0.1% | – | – | 歷史 |
| PPCPilgrims Pride Corp | Stock | 7,159 | $27.9 萬 | <0.1% | – | – | 歷史 |
| LEALear Corp | COM NEW | 2,448 | $28.1 萬 | <0.1% | – | – | 歷史 |
| JJacobs Solutions Inc. | COM | 2,120 | $28.1 萬 | <0.1% | – | – | 歷史 |
| EXGEaton Vance Tax-Managed Global Diversified Equity Income Fund | COM | 29,493 | $28.1 萬 | <0.1% | – | – | 歷史 |
| SRESempra | Stock | 3,160 | $28.1 萬 | <0.1% | – | – | 歷史 |
| ZTSZoetis Inc. | Stock | 2,235 | $28.1 萬 | <0.1% | – | – | 歷史 |
| iShares MSCI Eafe Min Vol Factor ETF46429B689 | ETF | 3,263 | $28.1 萬 | <0.1% | – | – | – |
| ENBEnbridge Inc | Stock | 5,895 | $28.2 萬 | <0.1% | – | – | 歷史 |
| CACICACI International Inc | CL A | 530 | $28.2 萬 | <0.1% | – | – | 歷史 |
| CPAYCorpay, Inc. | COM SHS | 942 | $28.3 萬 | <0.1% | – | – | 歷史 |
| DXCMDexcom Inc | COM | 4,272 | $28.4 萬 | <0.1% | – | – | 歷史 |
| INGRIngredion Inc | COM | 2,572 | $28.4 萬 | <0.1% | – | – | 歷史 |
| FTVFortive Corp | Stock | 5,155 | $28.5 萬 | <0.1% | – | – | 歷史 |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 5,638 | $28.6 萬 | <0.1% | – | – | – |
| CTVACorteva, Inc. | Stock | 4,273 | $28.6 萬 | <0.1% | – | – | 歷史 |
| OVVOvintiv Inc. | COM | 7,310 | $28.6 萬 | <0.1% | – | – | 歷史 |
| OHIOmega Healthcare Investors Inc | COM | 6,494 | $28.8 萬 | <0.1% | – | – | 歷史 |
| CBSHCommerce Bancshares Inc | Stock | 5,502 | $28.8 萬 | <0.1% | – | – | 歷史 |
| ARAntero Resources Corp | COM | 8,369 | $28.8 萬 | <0.1% | – | – | 歷史 |
| VIKViking Holdings Ltd | ORD SHS | 4,040 | $28.8 萬 | <0.1% | – | – | 歷史 |
| CLXClorox Co | Stock | 2,862 | $28.9 萬 | <0.1% | – | – | 歷史 |
| PCARPaccar Inc | COM | 2,603 | $28.9 萬 | <0.1% | – | – | 歷史 |
| ITTItt Inc. | COM | 1,670 | $29.0 萬 | <0.1% | – | – | 歷史 |
| DUKDuke Energy CORP | Stock | 2,473 | $29.0 萬 | <0.1% | – | – | 歷史 |
| PPGPPG Industries Inc | Stock | 2,837 | $29.1 萬 | <0.1% | – | – | 歷史 |
| WSTWest Pharmaceutical Services Inc | COM | 1,057 | $29.1 萬 | <0.1% | – | – | 歷史 |
| SONSonoco Products Co | COM | 6,674 | $29.1 萬 | <0.1% | – | – | 歷史 |
| UNMUnum Group | Stock | 3,763 | $29.2 萬 | <0.1% | – | – | 歷史 |
| ZBRAZebra Technologies Corp | CL A | 1,202 | $29.2 萬 | <0.1% | – | – | 歷史 |
| AMKRAmkor Technology, Inc. | COM | 7,393 | $29.2 萬 | <0.1% | – | – | 歷史 |
| MGAMagna International Inc | COM | 5,482 | $29.2 萬 | <0.1% | – | – | 歷史 |
| PEverpure, Inc. | CL A | 4,369 | $29.3 萬 | <0.1% | – | – | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 484 | $29.3 萬 | <0.1% | – | – | 歷史 |
| AVYAvery Dennison Corp | COM | 1,618 | $29.4 萬 | <0.1% | – | – | 歷史 |
| AFBAlliancebernstein National Municipal Income Fund | COM | 27,391 | $29.6 萬 | <0.1% | – | – | 歷史 |
| TRUTransUnion | COM | 3,461 | $29.7 萬 | <0.1% | – | – | 歷史 |
| BROBrown & Brown, Inc. | Stock | 3,726 | $29.7 萬 | <0.1% | – | – | 歷史 |
| STLAStellantis N.V. | SHS | 27,292 | $29.7 萬 | <0.1% | – | – | 歷史 |