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 |
|---|---|---|---|---|---|---|---|
| NTRANatera, Inc. | COM | 6,065 | $138.9 萬 | 0.1% | – | – | 歷史 |
| iShares Tr464288802 | ESG OPTIMIZED | 9,986 | $139.1 萬 | 0.1% | – | – | – |
| MKTXMarketaxess Holdings Inc | COM | 7,738 | $140.3 萬 | 0.1% | – | – | 歷史 |
| BCATBlackRock Capital Allocation Term Trust | COM | 99,077 | $140.3 萬 | 0.1% | – | – | 歷史 |
| GEVGE Vernova Inc. | Stock | 2,169 | $141.8 萬 | 0.1% | – | – | 歷史 |
| MFCManulife Financial Corp | COM | 39,256 | $142.4 萬 | 0.1% | – | – | 歷史 |
| STRLSterling Infrastructure, Inc. | COM | 4,652 | $142.5 萬 | 0.1% | – | – | 歷史 |
| THQabrdn Healthcare Opportunities Fund | SHS | 74,382 | $143.6 萬 | 0.1% | – | – | 歷史 |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 4,571 | $143.9 萬 | 0.1% | – | – | – |
| PMPhilip Morris International Inc. | Stock | 8,902 | $144.1 萬 | 0.1% | – | – | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 12,562 | $144.9 萬 | 0.1% | – | – | 歷史 |
| MDTMedtronic plc | Stock | 15,050 | $145.6 萬 | 0.1% | – | – | 歷史 |
| BLKBlackRock, Inc. | Stock | 1,366 | $146.2 萬 | 0.1% | – | – | 歷史 |
| ETNEaton Corp plc | Stock | 4,627 | $147.4 萬 | 0.1% | – | – | 歷史 |
| AONAon plc | CL A | 4,180 | $147.5 萬 | 0.1% | – | – | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 53,774 | $147.8 萬 | 0.1% | – | – | 歷史 |
| LMTLockheed Martin Corp | Stock | 3,064 | $148.2 萬 | 0.1% | – | – | 歷史 |
| MFGMizuho Financial Group Inc | SPONSORED ADR | 205,383 | $150.3 萬 | 0.1% | – | – | 歷史 |
| VMCVulcan Materials CO | COM | 5,321 | $151.8 萬 | 0.1% | – | – | 歷史 |
| FTITechnipFMC plc | COM | 34,652 | $154.4 萬 | 0.1% | – | – | 歷史 |
| RBLXRoblox Corp | Stock | 19,154 | $155.2 萬 | 0.1% | – | – | 歷史 |
| AMGNAmgen Inc | Stock | 4,771 | $156.2 萬 | 0.1% | – | – | 歷史 |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 2,028 | $156.5 萬 | 0.1% | – | – | 歷史 |
| ECATBlackRock ESG Capital Allocation Term Trust | SHS BEN INT | 103,309 | $158.9 萬 | 0.1% | – | – | 歷史 |
| NBXGNeuberger Next Generation Connectivity Fund Inc. | COMMON STOCK | 110,625 | $159.7 萬 | 0.1% | – | – | 歷史 |
| VRSNVerisign Inc | COM | 6,592 | $160.2 萬 | 0.1% | – | – | 歷史 |
| SHELShell plc | ADR | 21,831 | $160.4 萬 | 0.1% | – | – | 歷史 |
| THCTenet Healthcare Corp | COM NEW | 8,092 | $160.8 萬 | 0.1% | – | – | 歷史 |
| Morgan Stanley ETF Trust61774R205 | CALVERT US LARCP | 19,343 | $162.9 萬 | 0.1% | – | – | – |
| HSBCHSBC Holdings PLC | SPON ADR NEW | 21,186 | $166.7 萬 | 0.1% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 11,773 | $168.7 萬 | 0.1% | – | – | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 316 | $169.2 萬 | 0.1% | – | – | 歷史 |
| TBLDThornburg Income Builder Opportunities Trust | COM | 83,818 | $169.3 萬 | 0.1% | – | – | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 9,232 | $170.1 萬 | 0.1% | – | – | 歷史 |
| HUTHut 8 Corp. | COM | 37,105 | $170.5 萬 | 0.1% | – | – | 歷史 |
| GRXGabelli Healthcare & WellnessRx Trust | SHS | 178,787 | $172.2 萬 | 0.1% | – | – | 歷史 |
| MMM3M Co | Stock | 10,819 | $173.2 萬 | 0.1% | – | – | 歷史 |
| ILMNIllumina, Inc. | COM | 13,233 | $173.6 萬 | 0.1% | – | – | 歷史 |
| INCYIncyte Corp | COM | 17,747 | $175.3 萬 | 0.1% | – | – | 歷史 |
| DISWalt Disney Co | Stock | 15,506 | $177.5 萬 | 0.1% | – | – | 歷史 |
| iShares Tr464288356 | CALIF MUN BD ETF | 31,045 | $178.4 萬 | 0.1% | – | – | – |
| WisdomTree Tr97717W315 | EMER MKT HIGH FD | 38,162 | $178.5 萬 | 0.1% | – | – | – |
| RVTRoyce Small-Cap Trust, Inc. | COM | 111,350 | $179.3 萬 | 0.1% | – | – | 歷史 |
| SNOWSnowflake Inc. | Stock | 8,186 | $179.6 萬 | 0.1% | – | – | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 8,466 | $181.3 萬 | 0.1% | – | – | 歷史 |
| ACNAccenture plc | Stock | 6,768 | $181.6 萬 | 0.1% | – | – | 歷史 |
| ASGIabrdn Global Infrastructure Income Fund | COM SHS BEN INT | 80,669 | $182.1 萬 | 0.1% | – | – | 歷史 |
| Morgan Stanley ETF Trust61774R106 | CALVE INDEX ETF | 25,634 | $182.8 萬 | 0.1% | – | – | – |
| ABNBAirbnb, Inc. | Stock | 13,549 | $183.9 萬 | 0.1% | – | – | 歷史 |
| RTXRTX Corp | Stock | 10,076 | $184.8 萬 | 0.1% | – | – | 歷史 |
| MTArcelorMittal | NY REGISTRY SH | 40,626 | $185.1 萬 | 0.1% | – | – | 歷史 |
| ZMZoom Communications, Inc. | Stock | 21,507 | $185.6 萬 | 0.1% | – | – | 歷史 |
| TYGTortoise Energy Infrastructure Corp | COM | 45,988 | $188.1 萬 | 0.1% | – | – | 歷史 |
| GSKGSK plc | ADR | 38,802 | $191.9 萬 | 0.1% | – | – | 歷史 |
| GDGeneral Dynamics Corp | Stock | 5,728 | $192.8 萬 | 0.1% | – | – | 歷史 |
| EXELExelixis, Inc. | COM | 44,052 | $193.1 萬 | 0.1% | – | – | 歷史 |
| ADXAdams Diversified Equity Fund, Inc. | COM | 82,802 | $193.1 萬 | 0.1% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 5,618 | $193.3 萬 | 0.1% | – | – | 歷史 |
| MSMorgan Stanley | Stock | 11,053 | $196.2 萬 | 0.1% | – | – | 歷史 |
| MLIMueller Industries Inc | COM | 17,192 | $197.4 萬 | 0.1% | – | – | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 10,374 | $198.7 萬 | 0.1% | – | – | – |
| FIXComfort Systems USA Inc | COM | 2,135 | $199.3 萬 | 0.1% | – | – | 歷史 |
| MUFGMitsubishi Ufj Financial Group Inc | SPONSORED ADS | 125,844 | $199.6 萬 | 0.1% | – | – | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 4,153 | $200.0 萬 | 0.1% | – | – | 歷史 |
| EXPEExpedia Group, Inc. | Stock | 7,088 | $200.8 萬 | 0.1% | – | – | 歷史 |
| AODabrdn Total Dynamic Dividend Fund | COM SH BEN INT | 204,002 | $200.9 萬 | 0.1% | – | – | 歷史 |
| TYTRI-CONTINENTAL Corp | COM | 61,594 | $201.2 萬 | 0.1% | – | – | 歷史 |
| NIEVirtus Equity & Convertible Income Fund | COM | 79,712 | $202.8 萬 | 0.1% | – | – | 歷史 |
| TPRTapestry, Inc. | COM | 15,929 | $203.5 萬 | 0.1% | – | – | 歷史 |
| VVisa Inc. | Stock | 5,846 | $205.0 萬 | 0.1% | – | – | 歷史 |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 63,200 | $205.8 萬 | 0.1% | – | – | – |
| TJXTJX Companies Inc | Stock | 13,405 | $205.9 萬 | 0.1% | – | – | 歷史 |
| MEDPMedpace Holdings, Inc. | COM | 3,725 | $209.2 萬 | 0.1% | – | – | 歷史 |
| NVSTEnvista Holdings Corp | COM | 96,957 | $210.5 萬 | 0.1% | – | – | 歷史 |
| JBHTHunt J B Transport Services Inc | COM | 10,865 | $211.2 萬 | 0.1% | – | – | 歷史 |
| Dimensional ETF Trust25434V773 | INTL SMALL CAP E | 64,450 | $212.3 萬 | 0.1% | – | – | – |
| ANETArista Networks, Inc. | Stock | 16,346 | $214.2 萬 | 0.1% | – | – | 歷史 |
| TTMITTM Technologies Inc | COM | 31,138 | $214.9 萬 | 0.1% | – | – | 歷史 |
| ASMLASML Holding NV | ADR | 2,019 | $216.0 萬 | 0.1% | – | – | 歷史 |
| EMEEMCOR Group, Inc. | Stock | 3,531 | $216.0 萬 | 0.1% | – | – | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 2,486 | $218.5 萬 | 0.1% | – | – | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 22,039 | $218.6 萬 | 0.1% | – | – | 歷史 |
| FDXFedEx Corp | Stock | 7,532 | $218.7 萬 | 0.1% | – | – | 歷史 |
| CVXChevron Corp | Stock | 14,450 | $220.2 萬 | 0.1% | – | – | 歷史 |
| RSReliance, Inc. | COM | 7,713 | $222.8 萬 | 0.1% | – | – | 歷史 |
| NFJVirtus Dividend, Interest & Premium Strategy Fund | COM | 173,050 | $223.1 萬 | 0.1% | – | – | 歷史 |
| WMBWilliams Companies, Inc. | COM | 37,756 | $226.9 萬 | 0.1% | – | – | 歷史 |
| GGenpact LTD | SHS | 48,565 | $227.2 萬 | 0.1% | – | – | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 11,017 | $230.0 萬 | 0.1% | – | – | 歷史 |
| LDOSLeidos Holdings, Inc. | COM | 12,889 | $232.5 萬 | 0.1% | – | – | 歷史 |
| RJFRaymond James Financial Inc | COM | 14,487 | $232.6 萬 | 0.1% | – | – | 歷史 |
| NFLXNetflix Inc | Stock | 24,948 | $233.9 萬 | 0.1% | – | – | 歷史 |
| NWGNatWest Group plc | SPONS ADR | 135,374 | $236.9 萬 | 0.1% | – | – | 歷史 |
| GAMGeneral American Investors Co Inc | COM | 40,404 | $237.3 萬 | 0.1% | – | – | 歷史 |
| SAPSAP SE | ADR | 9,786 | $237.7 萬 | 0.1% | – | – | 歷史 |
| MAMastercard Inc | Stock | 4,249 | $242.6 萬 | 0.1% | – | – | 歷史 |
| EBAYeBay Inc | COM | 27,884 | $242.9 萬 | 0.1% | – | – | 歷史 |
| EIXEdison International | Stock | 40,865 | $245.3 萬 | 0.1% | – | – | 歷史 |
| TEAMAtlassian Corp | CL A | 15,241 | $247.1 萬 | 0.1% | – | – | 歷史 |
| FLEXFlex Ltd. | Stock | 41,417 | $250.2 萬 | 0.1% | – | – | 歷史 |