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 |
|---|---|---|---|---|---|---|---|
| OKEONEOK Inc | COM | 12,430 | $91.4 萬 | 0.1% | – | – | 歷史 |
| TWNTaiwan Fund Inc | COM | 17,122 | $91.5 萬 | 0.1% | – | – | 歷史 |
| TXRHTexas Roadhouse, Inc. | COM | 5,513 | $91.5 萬 | 0.1% | – | – | 歷史 |
| CRBGCorebridge Financial, Inc. | COM | 30,409 | $91.7 萬 | 0.1% | – | – | 歷史 |
| DOVDOVER Corp | COM | 4,702 | $91.8 萬 | 0.1% | – | – | 歷史 |
| DVNDevon Energy Corp | Stock | 25,198 | $92.3 萬 | 0.1% | – | – | 歷史 |
| LINLinde PLC | Stock | 2,165 | $92.3 萬 | 0.1% | – | – | 歷史 |
| FTNTFortinet, Inc. | Stock | 11,655 | $92.6 萬 | 0.1% | – | – | 歷史 |
| NOVNOV Inc. | COM | 59,249 | $92.6 萬 | 0.1% | – | – | 歷史 |
| SPGIS&P Global Inc. | Stock | 1,776 | $92.8 萬 | 0.1% | – | – | 歷史 |
| IESCIES Holdings, Inc. | COM | 2,394 | $93.1 萬 | 0.1% | – | – | 歷史 |
| UHSUniversal Health Services Inc | CL B | 4,275 | $93.2 萬 | 0.1% | – | – | 歷史 |
| ULTAUlta Beauty, Inc. | Stock | 1,552 | $93.9 萬 | 0.1% | – | – | 歷史 |
| HONHoneywell International Inc | COM | 4,831 | $94.2 萬 | 0.1% | – | – | 歷史 |
| AMTAmerican Tower Corp | REIT | 5,318 | $94.3 萬 | 0.1% | – | – | 歷史 |
| SLFSun Life Financial Inc | COM | 15,182 | $94.7 萬 | 0.1% | – | – | 歷史 |
| TMHCTaylor Morrison Home Corp | COM | 16,160 | $95.1 萬 | 0.1% | – | – | 歷史 |
| ECLEcolab Inc. | Stock | 3,632 | $95.6 萬 | 0.1% | – | – | 歷史 |
| COLBColumbia Banking System, Inc. | COM | 34,215 | $95.6 萬 | 0.1% | – | – | 歷史 |
| AAgilent Technologies, Inc. | COM | 7,051 | $95.9 萬 | 0.1% | – | – | 歷史 |
| ADBEAdobe Inc. | Stock | 2,750 | $96.2 萬 | 0.1% | – | – | 歷史 |
| UBERUber Technologies, Inc | Stock | 11,813 | $96.5 萬 | 0.1% | – | – | 歷史 |
| TAT&T Inc. | Stock | 39,204 | $97.4 萬 | 0.1% | – | – | 歷史 |
| VRTVertiv Holdings Co | COM CL A | 6,015 | $97.4 萬 | 0.1% | – | – | 歷史 |
| SUSuncor Energy Inc | Stock | 22,065 | $97.9 萬 | 0.1% | – | – | 歷史 |
| AMGAffiliated Managers Group, Inc. | Stock | 3,399 | $98.0 萬 | 0.1% | – | – | 歷史 |
| USBUS Bancorp DE | COM NEW | 18,219 | $98.2 萬 | 0.1% | – | – | 歷史 |
| iShares Tr464287119 | MORNINGSTAR GRWT | 9,607 | $100.0 萬 | 0.1% | – | – | – |
| CMCSAComcast Corp | Stock | 33,517 | $100.2 萬 | 0.1% | – | – | 歷史 |
| CPZCalamos Long/Short Equity & Dynamic Income Trust | COM | 68,360 | $100.9 萬 | 0.1% | – | – | 歷史 |
| BBYBest Buy Co Inc | Stock | 15,029 | $101.8 萬 | 0.1% | – | – | 歷史 |
| CFGCitizens Financial Group Inc | COM | 17,440 | $101.9 萬 | 0.1% | – | – | 歷史 |
| FCXFreeport-McMoran Inc | Stock | 20,096 | $102.1 萬 | 0.1% | – | – | 歷史 |
| EMREmerson Electric Co | Stock | 7,704 | $102.3 萬 | 0.1% | – | – | 歷史 |
| ADSKAutodesk, Inc. | COM | 3,468 | $102.7 萬 | 0.1% | – | – | 歷史 |
| KDPKeurig Dr Pepper Inc. | COM | 36,680 | $102.7 萬 | 0.1% | – | – | 歷史 |
| COLLCollegium Pharmaceutical, Inc | COM | 22,207 | $102.8 萬 | 0.1% | – | – | 歷史 |
| IMOImperial Oil Ltd | COM NEW | 11,851 | $102.9 萬 | 0.1% | – | – | 歷史 |
| BBarrick Mining Corp | Stock | 23,733 | $103.4 萬 | 0.1% | – | – | 歷史 |
| TIGOMillicom International Cellular SA | COM STK | 18,667 | $103.5 萬 | 0.1% | – | – | 歷史 |
| NEMNEWMONT Corp | Stock | 10,376 | $103.6 萬 | 0.1% | – | – | 歷史 |
| WELLWelltower Inc. | REIT | 5,616 | $104.2 萬 | 0.1% | – | – | 歷史 |
| GGZGabelli Global Small & Mid Cap Value Trust | COM | 70,004 | $105.0 萬 | 0.1% | – | – | 歷史 |
| DKNGDraftKings Inc. | Stock | 30,588 | $105.4 萬 | 0.1% | – | – | 歷史 |
| HUBSHubSpot Inc | COM | 2,630 | $105.5 萬 | 0.1% | – | – | 歷史 |
| SNYSanofi | SPONSORED ADR | 21,858 | $105.9 萬 | 0.1% | – | – | 歷史 |
| Hartford FDS Exchange Traded41653L503 | MUN OPORTUNITE | 27,054 | $106.2 萬 | 0.1% | – | – | – |
| WFC.PLWells Fargo & Company | PERP PFD CNV A | 879 | $106.5 萬 | 0.1% | – | – | 歷史 |
| BDXBecton Dickinson & Co | Stock | 5,510 | $106.9 萬 | 0.1% | – | – | 歷史 |
| CCKCrown Holdings, Inc. | COM | 10,385 | $106.9 萬 | 0.1% | – | – | 歷史 |
| DHRDanaher Corp | Stock | 4,666 | $107.0 萬 | 0.1% | – | – | 歷史 |
| NFGNational Fuel Gas Co | Stock | 13,322 | $107.4 萬 | 0.1% | – | – | 歷史 |
| SBUXStarbucks Corp | Stock | 12,817 | $107.9 萬 | 0.1% | – | – | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 10,077 | $107.9 萬 | 0.1% | – | – | – |
| HQHabrdn Healthcare Investors | SH BEN INT | 57,013 | $108.0 萬 | 0.1% | – | – | 歷史 |
| NBIXNeurocrine Biosciences Inc | Stock | 7,680 | $108.9 萬 | 0.1% | – | – | 歷史 |
| LYFTLyft, Inc. | CL A COM | 56,787 | $110.0 萬 | 0.1% | – | – | 歷史 |
| TXTTextron Inc | COM | 12,650 | $110.3 萬 | 0.1% | – | – | 歷史 |
| BMEZBlackRock Health Sciences Term Trust | COM SHS | 73,330 | $110.4 萬 | 0.1% | – | – | 歷史 |
| EHCEncompass Health Corp | COM | 10,423 | $110.6 萬 | 0.1% | – | – | 歷史 |
| PRUPrudential Financial Inc | Stock | 9,816 | $110.8 萬 | 0.1% | – | – | 歷史 |
| AXAxos Financial, Inc. | COM | 12,906 | $111.2 萬 | 0.1% | – | – | 歷史 |
| CIENCiena Corp | COM NEW | 4,879 | $114.1 萬 | 0.1% | – | – | 歷史 |
| BOEBlackRock Enhanced Global Dividend Trust | COM | 98,626 | $115.5 萬 | 0.1% | – | – | 歷史 |
| WDCWestern Digital Corp | COM | 6,793 | $117.0 萬 | 0.1% | – | – | 歷史 |
| ASAASA Gold & Precious Metals Ltd | SHS | 19,736 | $117.8 萬 | 0.1% | – | – | 歷史 |
| HOODRobinhood Markets, Inc. | Stock | 10,446 | $118.1 萬 | 0.1% | – | – | 歷史 |
| Bank of Amer Corp060505682 | 7.25%CNV PFD L | 933 | $118.5 萬 | 0.1% | – | – | – |
| CMGChipotle Mexican Grill Inc | COM | 32,123 | $118.9 萬 | 0.1% | – | – | 歷史 |
| FDSFactset Research Systems Inc | Stock | 4,096 | $118.9 萬 | 0.1% | – | – | 歷史 |
| GLDSPDR Gold Trust | ETF | 3,023 | $119.8 萬 | 0.1% | – | – | 歷史 |
| BXBlackstone Inc. | COM | 7,899 | $121.8 萬 | 0.1% | – | – | 歷史 |
| RMTRoyce Micro-Cap Trust, Inc. | COM | 116,848 | $121.9 萬 | 0.1% | – | – | 歷史 |
| BTIBritish American Tobacco p.l.c. | SPONSORED ADR | 21,335 | $122.4 萬 | 0.1% | – | – | 歷史 |
| LVSLas Vegas Sands Corp | COM | 18,808 | $122.4 萬 | 0.1% | – | – | 歷史 |
| XELXcel Energy Inc | Stock | 16,576 | $123.4 萬 | 0.1% | – | – | 歷史 |
| RYAAYRyanair Holdings PLC | SPONSORED ADR | 17,181 | $124.0 萬 | 0.1% | – | – | 歷史 |
| MEGINYLI CBRE Global Infrastructure Megatrends Term Fund | COM | 90,284 | $124.2 萬 | 0.1% | – | – | 歷史 |
| NOWServiceNow, Inc. | Stock | 8,122 | $124.4 萬 | 0.1% | – | – | 歷史 |
| OTEXOpen Text Corp | COM | 38,475 | $125.4 萬 | 0.1% | – | – | 歷史 |
| WFCWells Fargo & Company | Stock | 13,518 | $126.0 萬 | 0.1% | – | – | 歷史 |
| TGTTarget Corp | Stock | 12,897 | $126.1 萬 | 0.1% | – | – | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 7,762 | $126.2 萬 | 0.1% | – | – | 歷史 |
| TFCTruist Financial Corp | COM | 25,722 | $126.6 萬 | 0.1% | – | – | 歷史 |
| PSXPhillips 66 | Stock | 9,847 | $127.1 萬 | 0.1% | – | – | 歷史 |
| SDHYPGIM Short Duration High Yield Opportunities Fund | COM | 77,044 | $127.6 萬 | 0.1% | – | – | 歷史 |
| CSXCSX Corp | Stock | 35,222 | $127.7 萬 | 0.1% | – | – | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 8,932 | $128.6 萬 | 0.1% | – | – | – |
| IDCCInterDigital, Inc. | COM | 4,043 | $128.7 萬 | 0.1% | – | – | 歷史 |
| BSTZBlackRock Science & Technology Term Trust | SHS BEN INT | 57,466 | $129.9 萬 | 0.1% | – | – | 歷史 |
| NPFDNuveen Variable Rate Preferred & Income Fund | COM | 68,705 | $130.7 萬 | 0.1% | – | – | 歷史 |
| FUNDSprott Focus Trust Inc. | COM | 150,916 | $131.0 萬 | 0.1% | – | – | 歷史 |
| RLRalph Lauren Corp | CL A | 3,704 | $131.3 萬 | 0.1% | – | – | 歷史 |
| INGING Groep NV | SPONSORED ADR | 46,955 | $131.5 萬 | 0.1% | – | – | 歷史 |
| MCDMcDonalds Corp | Stock | 4,382 | $133.9 萬 | 0.1% | – | – | 歷史 |
| SWZTotal Return Securities Fund | COM | 217,896 | $135.5 萬 | 0.1% | – | – | 歷史 |
| iShares Tr46435U663 | ESG AWARE MSCI | 29,572 | $136.0 萬 | 0.1% | – | – | – |
| CMECME Group Inc. | COM | 5,032 | $137.4 萬 | 0.1% | – | – | 歷史 |
| IQVIQVIA Holdings Inc. | Stock | 6,100 | $137.5 萬 | 0.1% | – | – | 歷史 |
| GLGlobe Life Inc. | COM | 9,880 | $138.2 萬 | 0.1% | – | – | 歷史 |