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 |
|---|---|---|---|---|---|---|---|
| ZSZscaler, Inc. | Stock | 2,277 | $51.2 萬 | <0.1% | – | – | 歷史 |
| BFAMBright Horizons Family Solutions Inc. | COM | 5,077 | $51.5 萬 | <0.1% | – | – | 歷史 |
| BRBroadridge Financial Solutions, Inc. | Stock | 2,307 | $51.7 萬 | <0.1% | – | – | 歷史 |
| FLSFlowserve Corp | COM | 7,436 | $51.7 萬 | <0.1% | – | – | 歷史 |
| SONYSony Group Corp | SPONSORED ADR | 20,306 | $52.0 萬 | <0.1% | – | – | 歷史 |
| ALLEAllegion plc | ORD SHS | 3,275 | $52.1 萬 | <0.1% | – | – | 歷史 |
| SORSource Capital | CEF | 11,411 | $52.2 萬 | <0.1% | – | – | 歷史 |
| HAEHaemonetics Corp | COM | 6,555 | $52.5 萬 | <0.1% | – | – | 歷史 |
| GTLBGitlab Inc. | CLASS A COM | 14,104 | $52.9 萬 | <0.1% | – | – | 歷史 |
| CLMBClimb Global Solutions, Inc. | COM | 5,150 | $52.9 萬 | <0.1% | – | – | 歷史 |
| NTRSNorthern Trust Corp | COM | 3,872 | $53.2 萬 | <0.1% | – | – | 歷史 |
| WDIWestern Asset Diversified Income Fund (WDI) | COM SHS BEN INT | 38,137 | $53.2 萬 | <0.1% | – | – | 歷史 |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 2,873 | $53.3 萬 | <0.1% | – | – | 歷史 |
| TCBITexas Capital Bancshares Inc | COM | 5,889 | $53.3 萬 | <0.1% | – | – | 歷史 |
| ProShares Tr74349Y753 | SHOR S&P 500 NEW | 14,857 | $53.5 萬 | <0.1% | – | – | – |
| HLTHilton Worldwide Holdings Inc. | COM | 1,871 | $53.7 萬 | <0.1% | – | – | 歷史 |
| CINFCincinnati Financial Corp | COM | 3,276 | $53.8 萬 | <0.1% | – | – | 歷史 |
| FERGFerguson Enterprises Inc. | COMMON STOCK NEW | 2,434 | $54.2 萬 | <0.1% | – | – | 歷史 |
| Invesco Exch Traded FD Tr II46138G870 | VAR RATE PFD | 22,280 | $54.2 萬 | <0.1% | – | – | – |
| CALMCal-Maine Foods Inc | COM NEW | 6,903 | $54.9 萬 | <0.1% | – | – | 歷史 |
| DDOGDatadog, Inc. | CL A COM | 4,040 | $54.9 萬 | <0.1% | – | – | 歷史 |
| SFMSprouts Farmers Market, Inc. | COM | 6,898 | $55.0 萬 | <0.1% | – | – | 歷史 |
| PEOAdams Natural Resources Fund, Inc. | COM | 25,333 | $55.1 萬 | <0.1% | – | – | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 2,141 | $55.2 萬 | <0.1% | – | – | – |
| ALKSAlkermes plc. | SHS | 19,749 | $55.3 萬 | <0.1% | – | – | 歷史 |
| CTRACoterra Energy Inc. | Stock | 21,041 | $55.4 萬 | <0.1% | – | – | 歷史 |
| DXPEDXP Enterprises Inc | COM NEW | 5,050 | $55.4 萬 | <0.1% | – | – | 歷史 |
| CFLTConfluent, Inc. | CLASS A COM | 18,336 | $55.4 萬 | <0.1% | – | – | 歷史 |
| SLMSLM Corp | COM | 20,546 | $55.6 萬 | <0.1% | – | – | 歷史 |
| VCVisteon Corp | COM NEW | 5,854 | $55.7 萬 | <0.1% | – | – | 歷史 |
| EDConsolidated Edison Inc | Stock | 5,616 | $55.8 萬 | <0.1% | – | – | 歷史 |
| iShares Tr464288307 | MRGSTR MD CP GRW | 6,987 | $55.8 萬 | <0.1% | – | – | – |
| BPOPPopular, Inc. | COM NEW | 4,462 | $55.9 萬 | <0.1% | – | – | 歷史 |
| BIIBBiogen Inc. | COM | 3,183 | $56.0 萬 | <0.1% | – | – | 歷史 |
| GRBKGreen Brick Partners, Inc. | COM | 8,952 | $56.1 萬 | <0.1% | – | – | 歷史 |
| DLRDigital Realty Trust, Inc. | COM | 3,613 | $56.3 萬 | <0.1% | – | – | 歷史 |
| IVZInvesco Ltd. | Stock | 21,460 | $56.4 萬 | <0.1% | – | – | 歷史 |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 4,789 | $56.4 萬 | <0.1% | – | – | – |
| ACLSAxcelis Technologies Inc | Stock | 7,029 | $56.5 萬 | <0.1% | – | – | 歷史 |
| TFXTeleflex Inc | COM | 4,648 | $56.7 萬 | <0.1% | – | – | 歷史 |
| SANMSanmina Corp | COM | 3,788 | $56.8 萬 | <0.1% | – | – | 歷史 |
| CSGSCSG Systems International Inc | COM | 7,386 | $56.9 萬 | <0.1% | – | – | 歷史 |
| FLRFluor Corp | Stock | 14,412 | $57.1 萬 | <0.1% | – | – | 歷史 |
| SPNTSiriusPoint Ltd | COM | 26,211 | $57.4 萬 | <0.1% | – | – | 歷史 |
| TPHTri Pointe Homes, Inc. | COM | 18,251 | $57.4 萬 | <0.1% | – | – | 歷史 |
| CPRTCopart Inc | COM | 14,692 | $57.5 萬 | <0.1% | – | – | 歷史 |
| TRMBTrimble Inc. | COM | 7,355 | $57.6 萬 | <0.1% | – | – | 歷史 |
| ELVElevance Health, Inc. | Stock | 1,648 | $57.8 萬 | <0.1% | – | – | 歷史 |
| VISNVistance Networks, Inc. | COM | 31,919 | $57.9 萬 | <0.1% | – | – | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 6,836 | $58.3 萬 | <0.1% | – | – | 歷史 |
| IFFInternational Flavors & Fragrances Inc | COM | 8,599 | $58.3 萬 | <0.1% | – | – | 歷史 |
| ALLAllstate Corp | Stock | 2,792 | $58.4 萬 | <0.1% | – | – | 歷史 |
| NYTNew York Times Co | CL A | 8,416 | $58.4 萬 | <0.1% | – | – | 歷史 |
| RUSHARush Enterprises Inc | CL A | 10,853 | $58.5 萬 | <0.1% | – | – | 歷史 |
| TWLOTwilio Inc | CL A | 4,127 | $58.7 萬 | <0.1% | – | – | 歷史 |
| INVXInnovex International, Inc. | COM | 26,915 | $58.9 萬 | <0.1% | – | – | 歷史 |
| ROKURoku, Inc | COM CL A | 5,439 | $59.0 萬 | <0.1% | – | – | 歷史 |
| CLColgate Palmolive Co | Stock | 7,468 | $59.0 萬 | <0.1% | – | – | 歷史 |
| MDBMongoDB, Inc. | CL A | 1,407 | $59.1 萬 | <0.1% | – | – | 歷史 |
| AZNAstraZeneca PLC | SPONSORED ADR | 6,474 | $59.5 萬 | <0.1% | – | – | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 10,883 | $59.5 萬 | <0.1% | – | – | – |
| PHParker-Hannifin Corp | Stock | 681 | $59.9 萬 | <0.1% | – | – | 歷史 |
| HALHalliburton Co | Stock | 21,225 | $60.0 萬 | <0.1% | – | – | 歷史 |
| ADUSAddus HomeCare Corp | COM | 5,598 | $60.1 萬 | <0.1% | – | – | 歷史 |
| NDAQNasdaq, Inc. | COM | 6,207 | $60.3 萬 | <0.1% | – | – | 歷史 |
| WRBBerkley W R Corp | COM | 8,635 | $60.5 萬 | <0.1% | – | – | 歷史 |
| VLTOVeralto Corp | Stock | 6,063 | $60.6 萬 | <0.1% | – | – | 歷史 |
| iShares Esg Aware US Aggregate Bond ETF46435U549 | ETF | 12,679 | $60.7 萬 | <0.1% | – | – | – |
| ATOAtmos Energy Corp | COM | 3,626 | $60.8 萬 | <0.1% | – | – | 歷史 |
| GIIIG III Apparel Group Ltd | COM | 21,047 | $61.0 萬 | <0.1% | – | – | 歷史 |
| ROSTRoss Stores, Inc. | COM | 3,408 | $61.4 萬 | <0.1% | – | – | 歷史 |
| GISGeneral Mills Inc | Stock | 13,210 | $61.4 萬 | <0.1% | – | – | 歷史 |
| HSTHost Hotels & Resorts, Inc. | COM | 34,121 | $61.7 萬 | <0.1% | – | – | 歷史 |
| TTTrane Technologies plc | SHS | 1,587 | $61.8 萬 | <0.1% | – | – | 歷史 |
| HASHasbro, Inc. | COM | 7,553 | $61.9 萬 | <0.1% | – | – | 歷史 |
| SSNCSS&C Technologies Holdings Inc | COM | 7,096 | $62.0 萬 | <0.1% | – | – | 歷史 |
| ZIONZions Bancorporation, National Association | COM | 10,649 | $62.3 萬 | <0.1% | – | – | 歷史 |
| WECWec Energy Group, Inc. | Stock | 5,913 | $62.4 萬 | <0.1% | – | – | 歷史 |
| GLWCorning Inc | COM | 7,137 | $62.5 萬 | <0.1% | – | – | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 6,526 | $62.7 萬 | <0.1% | – | – | – |
| BELFBBel Fuse Inc | CL B | 3,703 | $62.8 萬 | <0.1% | – | – | 歷史 |
| MDPediatrix Medical Group, Inc. | COM | 29,382 | $62.8 萬 | <0.1% | – | – | 歷史 |
| GWWW.W. Grainger, Inc. | Stock | 624 | $63.0 萬 | <0.1% | – | – | 歷史 |
| iShares Inc46434G863 | ESG AWR MSCI EM | 14,345 | $63.4 萬 | <0.1% | – | – | – |
| FTDRFrontdoor, Inc. | COM | 11,000 | $63.5 萬 | <0.1% | – | – | 歷史 |
| STESTERIS plc | SHS USD | 2,509 | $63.6 萬 | <0.1% | – | – | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 2,473 | $64.0 萬 | <0.1% | – | – | 歷史 |
| VLYValley National Bancorp | COM | 54,382 | $64.1 萬 | <0.1% | – | – | 歷史 |
| JOFJapan Smaller Capitalization Fund Inc | COM | 57,890 | $64.1 萬 | <0.1% | – | – | 歷史 |
| COPConocoPhillips | Stock | 6,855 | $64.2 萬 | <0.1% | – | – | 歷史 |
| TNLTravel & Leisure Co. | COM | 9,114 | $64.3 萬 | <0.1% | – | – | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 7,190 | $64.3 萬 | <0.1% | – | – | – |
| WCNWaste Connections, Inc. | COM | 3,694 | $64.8 萬 | <0.1% | – | – | 歷史 |
| VTRVentas, Inc. | REIT | 8,323 | $64.8 萬 | <0.1% | – | – | 歷史 |
| BDCBelden Inc. | COM | 5,561 | $64.8 萬 | <0.1% | – | – | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 20,274 | $65.0 萬 | <0.1% | – | – | 歷史 |
| FHBFirst Hawaiian, Inc. | COM | 25,699 | $65.0 萬 | <0.1% | – | – | 歷史 |
| ALGNAlign Technology Inc | COM | 4,165 | $65.0 萬 | <0.1% | – | – | 歷史 |
| CPRXCatalyst Pharmaceuticals, Inc. | COM | 27,992 | $65.3 萬 | <0.1% | – | – | 歷史 |
| CDPCopt Defense Properties | REIT | 23,318 | $65.5 萬 | <0.1% | – | – | 歷史 |