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 |
|---|---|---|---|---|---|---|---|
| BFHBread Financial Holdings, Inc. | COM | 8,858 | $65.6 萬 | <0.1% | – | – | 歷史 |
| Invesco Exch Traded FD Tr II46138G698 | S&P 500 REVENUE | 5,747 | $65.8 萬 | <0.1% | – | – | – |
| LGILazard Global Total Return & Income Fund Inc | COM | 37,833 | $66.0 萬 | <0.1% | – | – | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 2,662 | $66.0 萬 | <0.1% | – | – | 歷史 |
| BWABorgwarner Inc | COM | 14,668 | $66.1 萬 | <0.1% | – | – | 歷史 |
| MNSTMonster Beverage Corp | COM | 8,641 | $66.3 萬 | <0.1% | – | – | 歷史 |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 7,920 | $66.3 萬 | <0.1% | – | – | – |
| PYPLPayPal Holdings, Inc. | Stock | 11,389 | $66.5 萬 | <0.1% | – | – | 歷史 |
| FNFFidelity National Financial, Inc. | COM SHS | 12,202 | $66.6 萬 | <0.1% | – | – | 歷史 |
| RMBSRambus Inc | COM | 7,339 | $67.4 萬 | <0.1% | – | – | 歷史 |
| TRVTravelers Companies, Inc. | Stock | 2,329 | $67.6 萬 | <0.1% | – | – | 歷史 |
| HIIHuntington Ingalls Industries, Inc. | COM | 1,987 | $67.6 萬 | <0.1% | – | – | 歷史 |
| MMSMaximus, Inc. | COM | 7,830 | $67.6 萬 | <0.1% | – | – | 歷史 |
| SYKStryker Corp | Stock | 1,926 | $67.9 萬 | <0.1% | – | – | 歷史 |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 2,695 | $68.2 萬 | <0.1% | – | – | – |
| WABWestinghouse Air Brake Technologies Corp | Stock | 3,212 | $68.6 萬 | <0.1% | – | – | 歷史 |
| LECOLincoln Electric Holdings Inc | COM | 2,859 | $68.7 萬 | <0.1% | – | – | 歷史 |
| HAFCHanmi Financial Corp | COM NEW | 25,435 | $68.8 萬 | <0.1% | – | – | 歷史 |
| ONBOld National Bancorp | Stock | 31,264 | $69.8 萬 | <0.1% | – | – | 歷史 |
| VEEVVeeva Systems Inc | Stock | 3,127 | $69.8 萬 | <0.1% | – | – | 歷史 |
| WWWWolverine World Wide Inc | COM | 38,625 | $70.1 萬 | <0.1% | – | – | 歷史 |
| EVRGEvergy, Inc. | Stock | 9,759 | $70.7 萬 | <0.1% | – | – | 歷史 |
| ALNYAlnylam Pharmaceuticals, Inc. | COM | 1,783 | $70.9 萬 | <0.1% | – | – | 歷史 |
| PGZPrincipal Real Estate Income Fund | SHS BEN INT | 70,891 | $71.0 萬 | <0.1% | – | – | 歷史 |
| First Tr Exchange-Traded FD33734H106 | SHS | 15,439 | $71.1 萬 | <0.1% | – | – | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 1,464 | $71.4 萬 | <0.1% | – | – | – |
| KMXCarMax Inc | COM | 18,490 | $71.4 萬 | <0.1% | – | – | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 5,977 | $71.8 萬 | <0.1% | – | – | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 9,012 | $71.9 萬 | <0.1% | – | – | – |
| TSNTyson Foods, Inc. | Stock | 12,336 | $72.3 萬 | <0.1% | – | – | 歷史 |
| ENSGEnsign Group, Inc | COM | 4,167 | $72.6 萬 | <0.1% | – | – | 歷史 |
| FRTFederal Realty Investment Trust | SH BEN INT NEW | 7,220 | $72.8 萬 | <0.1% | – | – | 歷史 |
| AITApplied Industrial Technologies Inc | COM | 2,849 | $73.2 萬 | <0.1% | – | – | 歷史 |
| NTNXNutanix, Inc. | Stock | 14,172 | $73.3 萬 | <0.1% | – | – | 歷史 |
| MANHManhattan Associates Inc | Stock | 4,244 | $73.6 萬 | <0.1% | – | – | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 1,270 | $73.7 萬 | <0.1% | – | – | 歷史 |
| TXNTexas Instruments Inc | Stock | 4,250 | $73.7 萬 | <0.1% | – | – | 歷史 |
| iShares Tr46435G425 | ESG AWR MSCI USA | 4,961 | $73.9 萬 | <0.1% | – | – | – |
| VLOValero Energy Corp | Stock | 4,546 | $74.0 萬 | <0.1% | – | – | 歷史 |
| MTCHMatch Group, Inc. | COM | 22,992 | $74.2 萬 | <0.1% | – | – | 歷史 |
| MLMMartin Marietta Materials Inc | COM | 1,193 | $74.3 萬 | <0.1% | – | – | 歷史 |
| TERTeradyne, Inc | Stock | 3,846 | $74.4 萬 | <0.1% | – | – | 歷史 |
| NMAINuveen Multi-Asset Income Fund | COM | 57,581 | $75.1 萬 | <0.1% | – | – | 歷史 |
| EPREpr Properties | COM SH BEN INT | 15,005 | $75.3 萬 | <0.1% | – | – | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 1,607 | $75.3 萬 | <0.1% | – | – | 歷史 |
| CICigna Group | Stock | 2,741 | $75.4 萬 | <0.1% | – | – | 歷史 |
| CRUSCirrus Logic, Inc. | Stock | 6,429 | $76.2 萬 | <0.1% | – | – | 歷史 |
| AEMAgnico Eagle Mines Ltd | Stock | 4,550 | $77.1 萬 | <0.1% | – | – | 歷史 |
| BTTBlackRock Municipal 2030 Target Term Trust | COM SHS BEN IN | 34,009 | $77.6 萬 | <0.1% | – | – | 歷史 |
| JXNJackson Financial Inc. | COM CL A | 7,292 | $77.8 萬 | <0.1% | – | – | 歷史 |
| AGOAssured Guaranty Ltd | COM | 8,656 | $77.8 萬 | <0.1% | – | – | 歷史 |
| DGDollar General Corp | COM | 5,861 | $77.8 萬 | <0.1% | – | – | 歷史 |
| AMEAmetek Inc | COM | 3,797 | $78.0 萬 | <0.1% | – | – | 歷史 |
| PFEPfizer Inc | Stock | 31,370 | $78.1 萬 | <0.1% | – | – | 歷史 |
| iShares MSCI Acwi Ex U.S. ETF464288240 | ETF | 11,646 | $78.2 萬 | <0.1% | – | – | – |
| AEFabrdn Emerging Markets ex-China Fund, Inc. | COM | 109,043 | $78.3 萬 | <0.1% | – | – | 歷史 |
| NMIHNMI Holdings, Inc. | COM | 19,223 | $78.4 萬 | <0.1% | – | – | 歷史 |
| INTUIntuit Inc. | Stock | 1,185 | $78.5 萬 | <0.1% | – | – | 歷史 |
| MTZMastec Inc | COM | 3,620 | $78.7 萬 | <0.1% | – | – | 歷史 |
| MATXMatson, Inc. | COM | 6,404 | $79.1 萬 | <0.1% | – | – | 歷史 |
| BABoeing Co | Stock | 3,674 | $79.8 萬 | <0.1% | – | – | 歷史 |
| NXSTNexstar Media Group, Inc. | COMMON STOCK | 3,941 | $80.0 萬 | <0.1% | – | – | 歷史 |
| OMCOmnicom Group Inc. | COM | 9,839 | $80.2 萬 | <0.1% | – | – | 歷史 |
| ECFEllsworth Growth & Income Fund Ltd | COM | 69,771 | $81.1 萬 | <0.1% | – | – | 歷史 |
| PGRProgressive Corp | Stock | 3,568 | $81.3 萬 | <0.1% | – | – | 歷史 |
| LOWLowes Companies Inc | Stock | 3,387 | $81.7 萬 | <0.1% | – | – | 歷史 |
| ITGartner Inc | COM | 3,241 | $81.8 萬 | <0.1% | – | – | 歷史 |
| JCIJohnson Controls International plc | Stock | 6,817 | $81.9 萬 | <0.1% | – | – | 歷史 |
| ADEAAdeia Inc. | COM | 47,498 | $81.9 萬 | <0.1% | – | – | 歷史 |
| LAMRLamar Advertising Co | REIT | 6,532 | $82.7 萬 | <0.1% | – | – | 歷史 |
| WCCWesco International Inc | COM | 3,396 | $83.1 萬 | <0.1% | – | – | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 12,638 | $83.4 萬 | <0.1% | – | – | – |
| GLOClough Global Opportunities Fund | SH BEN INT | 147,528 | $83.5 萬 | <0.1% | – | – | 歷史 |
| BCXBlackRock Resources & Commodities Strategy Trust | SHS | 77,098 | $84.7 萬 | 0.1% | – | – | 歷史 |
| APAAPA Corp | Stock | 34,716 | $84.9 萬 | 0.1% | – | – | 歷史 |
| PLDPrologis, Inc. | REIT | 6,665 | $85.1 萬 | 0.1% | – | – | 歷史 |
| NEENextera Energy Inc | Stock | 10,617 | $85.2 萬 | 0.1% | – | – | 歷史 |
| NUENucor Corp | COM | 5,217 | $85.4 萬 | 0.1% | – | – | 歷史 |
| AFLAflac Inc | Stock | 7,762 | $85.6 萬 | 0.1% | – | – | 歷史 |
| ESTCElastic N.V. | ORD SHS | 11,366 | $85.7 萬 | 0.1% | – | – | 歷史 |
| CNOCNO Financial Group, Inc. | COM | 20,234 | $85.9 萬 | 0.1% | – | – | 歷史 |
| EXASExact Sciences Corp | COM | 8,471 | $86.0 萬 | 0.1% | – | – | 歷史 |
| PFGPrincipal Financial Group Inc | COM | 9,775 | $86.2 萬 | 0.1% | – | – | 歷史 |
| OZKBank OZK | COM | 18,814 | $86.6 萬 | 0.1% | – | – | 歷史 |
| TPZTortoise Power & Energy Infrastructure Fund Inc | POWER ENRGY INFR | 42,532 | $87.0 萬 | 0.1% | – | – | 歷史 |
| ADIAnalog Devices Inc | Stock | 3,214 | $87.2 萬 | 0.1% | – | – | 歷史 |
| SNDKSandisk Corp | COM | 3,685 | $87.5 萬 | 0.1% | – | – | 歷史 |
| PBProsperity Bancshares Inc | COM | 12,579 | $87.7 萬 | 0.1% | – | – | 歷史 |
| REXRRexford Industrial Realty, Inc. | COM | 22,458 | $87.9 萬 | 0.1% | – | – | 歷史 |
| APPAppLovin Corp | COM CL A | 1,307 | $88.1 萬 | 0.1% | – | – | 歷史 |
| CATYCathay General Bancorp | COM | 18,218 | $88.2 萬 | 0.1% | – | – | 歷史 |
| GVAGranite Construction Inc | COM | 7,686 | $88.8 萬 | 0.1% | – | – | 歷史 |
| DINOHF Sinclair Corp | COM | 19,370 | $89.3 萬 | 0.1% | – | – | 歷史 |
| CMICummins Inc | Stock | 1,753 | $89.5 萬 | 0.1% | – | – | 歷史 |
| FTFranklin Universal Trust | SH BEN INT | 112,381 | $89.9 萬 | 0.1% | – | – | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 3,657 | $90.0 萬 | 0.1% | – | – | – |
| ROPRoper Technologies Inc | Stock | 2,030 | $90.4 萬 | 0.1% | – | – | 歷史 |
| MCKMcKesson Corp | Stock | 1,101 | $90.4 萬 | 0.1% | – | – | 歷史 |
| APHAmphenol Corp | CL A | 6,733 | $91.2 萬 | 0.1% | – | – | 歷史 |
| CVSACovista Inc. | COM | 8,822 | $91.3 萬 | 0.1% | – | – | 歷史 |