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 |
|---|---|---|---|---|---|---|---|
| LPLALPL Financial Holdings Inc. | COM | 833 | $29.8 萬 | <0.1% | – | – | 歷史 |
| BSXBoston Scientific Corp | Stock | 3,122 | $29.8 萬 | <0.1% | – | – | 歷史 |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 3,550 | $30.0 萬 | <0.1% | – | – | – |
| RSGRepublic Services, Inc. | COM | 1,418 | $30.1 萬 | <0.1% | – | – | 歷史 |
| OCOwens Corning | Stock | 2,689 | $30.1 萬 | <0.1% | – | – | 歷史 |
| THGHanover Insurance Group, Inc. | COM | 1,651 | $30.2 萬 | <0.1% | – | – | 歷史 |
| KDKyndryl Holdings, Inc. | Stock | 11,414 | $30.3 萬 | <0.1% | – | – | 歷史 |
| PPLPPL Corp | COM | 8,599 | $30.3 萬 | <0.1% | – | – | 歷史 |
| GFNew Germany Fund Inc | COM | 26,272 | $30.3 萬 | <0.1% | – | – | 歷史 |
| BDJBlackRock Enhanced Equity Dividend Trust | COM | 32,296 | $30.6 萬 | <0.1% | – | – | 歷史 |
| SIGISelective Insurance Group Inc | COM | 3,672 | $30.7 萬 | <0.1% | – | – | 歷史 |
| RPRXRoyalty Pharma plc | SHS CLASS A | 8,021 | $31.0 萬 | <0.1% | – | – | 歷史 |
| SIRISirius XM Holdings Inc. | COMMON STOCK | 15,514 | $31.0 萬 | <0.1% | – | – | 歷史 |
| CHTRCharter Communications, Inc. | CL A | 1,492 | $31.1 萬 | <0.1% | – | – | 歷史 |
| MUSAMurphy USA Inc. | COM | 772 | $31.2 萬 | <0.1% | – | – | 歷史 |
| BPREBluerock Private Real Estate Fund | COM | 20,800 | $31.2 萬 | <0.1% | – | – | 歷史 |
| PENPenumbra Inc | COM | 1,007 | $31.3 萬 | <0.1% | – | – | 歷史 |
| APOApollo Global Management, Inc. | COM | 2,173 | $31.5 萬 | <0.1% | – | – | 歷史 |
| STXSeagate Technology Holdings plc | ORD SHS | 1,141 | $31.5 萬 | <0.1% | – | – | 歷史 |
| WTWWillis Towers Watson PLC | SHS | 957 | $31.5 萬 | <0.1% | – | – | 歷史 |
| ETREntergy Corp | COM | 3,418 | $31.6 萬 | <0.1% | – | – | 歷史 |
| TTETotalEnergies SE | ACT | 4,781 | $31.8 萬 | <0.1% | – | – | 歷史 |
| MTBM&T Bank Corp | COM | 1,583 | $31.9 萬 | <0.1% | – | – | 歷史 |
| TROWPrice T Rowe Group Inc | Stock | 3,116 | $31.9 萬 | <0.1% | – | – | 歷史 |
| EXEExpand Energy Corp | COM | 2,892 | $31.9 萬 | <0.1% | – | – | 歷史 |
| NGVTIngevity Corp | COM | 5,397 | $31.9 萬 | <0.1% | – | – | 歷史 |
| STGWStagwell Inc | COM CL A | 65,329 | $31.9 萬 | <0.1% | – | – | 歷史 |
| WMWaste Management Inc | Stock | 1,456 | $32.0 萬 | <0.1% | – | – | 歷史 |
| BCBrunswick Corp | COM | 4,369 | $32.4 萬 | <0.1% | – | – | 歷史 |
| CMUMFS High Yield Municipal Trust | SH BEN INT | 92,603 | $32.5 萬 | <0.1% | – | – | 歷史 |
| FFord Motor Co | Stock | 24,907 | $32.7 萬 | <0.1% | – | – | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 3,585 | $32.7 萬 | <0.1% | – | – | 歷史 |
| Invesco Actively Managed Exc46090A804 | TOTAL RETURN | 6,900 | $32.7 萬 | <0.1% | – | – | – |
| FTREFortrea Holdings Inc. | COMMON STOCK | 19,027 | $32.8 萬 | <0.1% | – | – | 歷史 |
| NCLHNorwegian Cruise Line Holdings Ltd. | SHS | 14,708 | $32.8 萬 | <0.1% | – | – | 歷史 |
| AAAlcoa Corp | Stock | 6,223 | $33.1 萬 | <0.1% | – | – | 歷史 |
| OSKOshkosh Corp | COM | 2,634 | $33.1 萬 | <0.1% | – | – | 歷史 |
| MHKMohawk Industries Inc | COM | 3,037 | $33.2 萬 | <0.1% | – | – | 歷史 |
| CLNEClean Energy Fuels Corp. | COM | 158,760 | $33.3 萬 | <0.1% | – | – | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 6,089 | $33.3 萬 | <0.1% | – | – | – |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 8,810 | $33.6 萬 | <0.1% | – | – | – |
| MUCBlackRock Muniholdings California Quality Fund, Inc. | CEF | 31,796 | $33.7 萬 | <0.1% | – | – | 歷史 |
| PEGPublic Service Enterprise Group Inc | COM | 4,205 | $33.8 萬 | <0.1% | – | – | 歷史 |
| CARRCarrier Global Corp | Stock | 6,406 | $33.8 萬 | <0.1% | – | – | 歷史 |
| GAPGap Inc | COM | 13,243 | $33.9 萬 | <0.1% | – | – | 歷史 |
| KBHKB Home | COM | 6,019 | $34.0 萬 | <0.1% | – | – | 歷史 |
| KEYKeycorp | COM | 16,485 | $34.0 萬 | <0.1% | – | – | 歷史 |
| TXG10x Genomics, Inc. | CL A COM | 20,951 | $34.2 萬 | <0.1% | – | – | 歷史 |
| EGEverest Group, Ltd. | COM | 1,014 | $34.4 萬 | <0.1% | – | – | 歷史 |
| PRPermian Resources Corp | CLASS A COM | 24,628 | $34.6 萬 | <0.1% | – | – | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 2,137 | $34.6 萬 | <0.1% | – | – | 歷史 |
| FHNFirst Horizon Corp | COM | 14,426 | $34.7 萬 | <0.1% | – | – | 歷史 |
| SYYSysco Corp | Stock | 4,715 | $34.7 萬 | <0.1% | – | – | 歷史 |
| FANGDiamondback Energy, Inc. | Stock | 2,328 | $35.0 萬 | <0.1% | – | – | 歷史 |
| NADNuveen Quality Municipal Income Fund | COM | 29,146 | $35.0 萬 | <0.1% | – | – | 歷史 |
| TDToronto Dominion Bank | Stock | 3,725 | $35.1 萬 | <0.1% | – | – | 歷史 |
| RQICohen & Steers Quality Income Realty Fund Inc | CEF | 30,440 | $35.2 萬 | <0.1% | – | – | 歷史 |
| AMCRAmcor plc | ORD | 42,170 | $35.2 萬 | <0.1% | – | – | 歷史 |
| GDOTGreen Dot Corp | CL A | 27,550 | $35.3 萬 | <0.1% | – | – | 歷史 |
| KEYSKeysight Technologies, Inc. | Stock | 1,737 | $35.3 萬 | <0.1% | – | – | 歷史 |
| Invesco Exch Traded FD Tr II46138E743 | RAFI DVLPD MRKTS | 5,390 | $35.3 萬 | <0.1% | – | – | – |
| ALSumisho Air Lease Corp | CL A | 5,521 | $35.6 萬 | <0.1% | – | – | 歷史 |
| WWayfair Inc. | CL A | 3,545 | $35.6 萬 | <0.1% | – | – | 歷史 |
| J P Morgan Exchange Traded F46654Q732 | U S TEC LEA ETF | 3,973 | $35.8 萬 | <0.1% | – | – | – |
| CORTCorcept Therapeutics Inc | COM | 10,304 | $35.9 萬 | <0.1% | – | – | 歷史 |
| JEFJefferies Financial Group Inc. | COM | 5,793 | $35.9 萬 | <0.1% | – | – | 歷史 |
| CRHCRH Public Ltd Co | ORD | 2,882 | $36.0 萬 | <0.1% | – | – | 歷史 |
| FIVEFive Below, Inc | COM | 1,927 | $36.3 萬 | <0.1% | – | – | 歷史 |
| UPWKUpwork, Inc | COM | 18,316 | $36.3 萬 | <0.1% | – | – | 歷史 |
| JPMorgan Nasdaq Equity Premium Income ETF46654Q203 | ETF | 6,201 | $36.4 萬 | <0.1% | – | – | – |
| iShares Russell Midcap ETF464287499 | ETF | 3,805 | $36.6 萬 | <0.1% | – | – | – |
| IEXIdex Corp | COM | 2,067 | $36.8 萬 | <0.1% | – | – | 歷史 |
| RGAReinsurance Group of America Inc | COM NEW | 1,811 | $36.8 萬 | <0.1% | – | – | 歷史 |
| GWREGuidewire Software, Inc. | COM | 1,837 | $36.9 萬 | <0.1% | – | – | 歷史 |
| IBEXIBEX Ltd | SHS NEW | 9,725 | $37.1 萬 | <0.1% | – | – | 歷史 |
| OTTROtter Tail Corp | COM | 4,597 | $37.1 萬 | <0.1% | – | – | 歷史 |
| TTCToro Co | COM | 4,710 | $37.3 萬 | <0.1% | – | – | 歷史 |
| HPQHP Inc | Stock | 16,514 | $37.3 萬 | <0.1% | – | – | 歷史 |
| NTCTNetscout Systems Inc | COM | 13,788 | $37.3 萬 | <0.1% | – | – | 歷史 |
| NKENIKE, Inc. | Stock | 5,854 | $37.5 萬 | <0.1% | – | – | 歷史 |
| UBSUBS Group AG | Stock | 8,146 | $37.7 萬 | <0.1% | – | – | 歷史 |
| AXTAAxalta Coating Systems Ltd. | COM | 11,696 | $37.8 萬 | <0.1% | – | – | 歷史 |
| NEANuveen AMT-Free Quality Municipal Income Fund | COM | 32,600 | $37.9 萬 | <0.1% | – | – | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 4,033 | $38.0 萬 | <0.1% | – | – | – |
| ROLRollins Inc | COM | 6,336 | $38.0 萬 | <0.1% | – | – | 歷史 |
| VRSKVerisk Analytics, Inc. | COM | 1,701 | $38.0 萬 | <0.1% | – | – | 歷史 |
| CMSCMS Energy Corp | COM | 5,446 | $38.1 萬 | <0.1% | – | – | 歷史 |
| CCLCarnival Corp Ltd. | UNIT 99/99/9999 | 12,472 | $38.1 萬 | <0.1% | – | – | 歷史 |
| ORealty Income Corp | REIT | 6,773 | $38.4 萬 | <0.1% | – | – | 歷史 |
| SMFGSumitomo Mitsui Financial Group, Inc. | SPONSORED ADR | 19,890 | $38.4 萬 | <0.1% | – | – | 歷史 |
| BKRBaker Hughes Co | CL A | 8,460 | $38.5 萬 | <0.1% | – | – | 歷史 |
| STTState Street Corp | COM | 2,995 | $38.6 萬 | <0.1% | – | – | 歷史 |
| TAKTakeda Pharmaceutical Co Ltd | ADR | 24,904 | $38.8 萬 | <0.1% | – | – | 歷史 |
| EOGEOG Resources Inc | Stock | 3,697 | $38.8 萬 | <0.1% | – | – | 歷史 |
| CHWYChewy, Inc. | CL A | 11,789 | $39.0 萬 | <0.1% | – | – | 歷史 |
| Invesco Exchange Traded FD T46137V563 | HIG YLD EQ DIV | 19,169 | $39.1 萬 | <0.1% | – | – | – |
| IDAIdacorp Inc | COM | 3,089 | $39.1 萬 | <0.1% | – | – | 歷史 |
| FISFidelity National Information Services, Inc. | Stock | 5,890 | $39.1 萬 | <0.1% | – | – | 歷史 |
| WWDWoodward, Inc. | COM | 1,297 | $39.2 萬 | <0.1% | – | – | 歷史 |
| iShares Inc46434G764 | MSCI EMRG CHN | 5,400 | $39.2 萬 | <0.1% | – | – | – |