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Livermore
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Evolve Private Wealth, LLC

SEC CIK
0002111131
最新申報
2026/8/12

2026 年第 1 季持倉

持倉截至 2026/3/31，2026/4/16 申報。只含多頭部位，變化是跟 2025 年第 4 季比股數。

機構總覽
持股檔數
994
較 2025 年第 4 季 +70
總值
$18.7 億
較 2025 年第 4 季 +$1.84 億 (+10.9%)
申報日
2026/4/16
SEC
Evolve Private Wealth, LLC 在 2026 年第 1 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
LINELineage, Inc.COM6,881$22.5 萬<0.1%+6,881新進歷史
RYRoyal Bank of CanadaStock1,395$22.6 萬<0.1%+193+16.1%加碼歷史
CNHCNH Industrial N.V.SHS20,532$22.6 萬<0.1%+1,554+8.2%加碼歷史
TXNMTXNM Energy IncCOM3,868$22.6 萬<0.1%−61−1.6%減碼歷史
LIILennox International IncCOM489$22.7 萬<0.1%+74+17.8%加碼歷史
SPDR Series Trust78464A664ST LON TREAS ETF8,701$22.9 萬<0.1%+8,701新進–
DBDeutsche Bank AktiengesellschaftNAMEN AKT7,721$23.0 萬<0.1%+1,795+30.3%加碼歷史
FTVFortive CorpStock4,182$23.1 萬<0.1%−973−18.9%減碼歷史
PSAPublic StorageCOM854$23.1 萬<0.1%+854新進歷史
OHIOmega Healthcare Investors IncCOM5,291$23.2 萬<0.1%−1,203−18.5%減碼歷史
KGCKinross Gold CorpCOM7,676$23.4 萬<0.1%+7,676新進歷史
Vanguard S&P 500 Growth ETF921932505ETF575$23.5 萬<0.1%+575新進–
IPGPIpg Photonics CorpCOM2,053$23.5 萬<0.1%+2,053新進歷史
PKPark Hotels & Resorts Inc.COM22,356$23.5 萬<0.1%−146−0.6%減碼歷史
TYLTyler Technologies IncCOM690$23.6 萬<0.1%+690新進歷史
CBSHCommerce Bancshares IncStock4,805$23.6 萬<0.1%−697−12.7%減碼歷史
AVBAvalonbay Communities IncCOM1,448$23.7 萬<0.1%+1,448新進歷史
CFRCullen/Frost Bankers, Inc.COM1,726$23.7 萬<0.1%+98+6.0%加碼歷史
State Street Energy Select Sector SPDR ETF81369Y506ETF3,865$23.7 萬<0.1%+3,865新進–
iShares S&P 100 ETF464287101ETF747$23.8 萬<0.1%+747新進–
CEVEaton Vance California Municipal Income TrustSH BEN INT23,627$23.8 萬<0.1%−247−1.0%減碼歷史
CNQCanadian Natural Resources LtdCOM4,881$23.8 萬<0.1%+4,881新進歷史
XYZBlock, Inc.CL A3,954$23.8 萬<0.1%+3,954新進歷史
WATWaters CorpCOM800$23.8 萬<0.1%+800新進歷史
MARMarriott International IncStock735$24.0 萬<0.1%+735新進歷史
CSGPCostar Group, Inc.COM5,965$24.1 萬<0.1%+5,965新進歷史
IBKRInteractive Brokers Group, Inc.Stock3,613$24.2 萬<0.1%+300+9.1%加碼歷史
CNPCenterpoint Energy IncCOM5,625$24.3 萬<0.1%+5,625新進歷史
LYGLloyds Banking Group plcSPONSORED ADR48,275$24.3 萬<0.1%−134−0.3%減碼歷史
LSTRLandstar System IncCOM1,515$24.3 萬<0.1%+1,515新進歷史
MANHManhattan Associates IncStock1,832$24.4 萬<0.1%−2,412−56.8%減碼歷史
RBCRBC Bearings INCCOM450$24.4 萬<0.1%+450新進歷史
MPLXMPLX LPCOM UNIT REP LTD4,284$24.4 萬<0.1%−945−18.1%減碼歷史
REYNReynolds Consumer Products Inc.COM11,562$24.5 萬<0.1%−5,643−32.8%減碼歷史
AVYAvery Dennison CorpCOM1,418$24.5 萬<0.1%−200−12.4%減碼歷史
CHRWC. H. Robinson Worldwide, Inc.COM NEW1,476$24.5 萬<0.1%+1,476新進歷史
ENSEnerSysCOM1,413$24.5 萬<0.1%+1,413新進歷史
NJRNew Jersey Resources CorpStock4,480$24.6 萬<0.1%−597−11.8%減碼歷史
COHRCoherent Corp.COM1,033$24.6 萬<0.1%+1,033新進歷史
HXLHexcel CorpCOM3,042$24.6 萬<0.1%+3,042新進歷史
AIOVirtus Artificial Intelligence & Technology Opportunities FundCOM11,521$24.7 萬<0.1%+364+3.3%加碼歷史
EQNREquinor ASASPONSORED ADR5,885$24.8 萬<0.1%+5,885新進歷史
PORPortland General Electric CoCOM NEW4,723$24.9 萬<0.1%+422+9.8%加碼歷史
WTRGEssential Utilities, Inc.COM6,194$24.9 萬<0.1%+6,194新進歷史
OGEOGE Energy Corp.COM5,225$25.1 萬<0.1%−247−4.5%減碼歷史
CHDChurch & Dwight Co IncCOM2,700$25.2 萬<0.1%+2,700新進歷史
RCLRoyal Caribbean Cruises LtdCOM921$25.3 萬<0.1%+921新進歷史
MAAMid America Apartment Communities Inc.COM2,076$25.4 萬<0.1%+303+17.1%加碼歷史
ARAntero Resources CorpCOM5,974$25.4 萬<0.1%−2,395−28.6%減碼歷史
CAHCardinal Health IncStock1,206$25.5 萬<0.1%+1,206新進歷史
ULUnilever PLCSPON ADR NEW4,476$25.5 萬<0.1%+4,476新進歷史
HUNHuntsman CORPCOM19,164$25.5 萬<0.1%+5,848+43.9%加碼歷史
CBRECbre Group, Inc.CL A1,884$25.5 萬<0.1%+1,884新進歷史
EXGEaton Vance Tax-Managed Global Diversified Equity Income FundCOM29,493$25.5 萬<0.1%00.0%不變歷史
HRHealthcare Realty Trust IncCL A COM15,073$25.6 萬<0.1%+1,477+10.9%加碼歷史
UNMUnum GroupStock3,516$25.7 萬<0.1%−247−6.6%減碼歷史
FFord Motor CoStock22,273$25.7 萬<0.1%−2,634−10.6%減碼歷史
USALiberty All Star Equity FundSH BEN INT46,460$25.8 萬<0.1%+20,024+75.7%加碼歷史
CRSCarpenter Technology CorpCOM655$25.8 萬<0.1%+655新進歷史
CQPCheniere Energy Partners, L.P.COM UNIT4,000$25.9 萬<0.1%00.0%不變歷史
AZOAutoZone IncCOM77$26.0 萬<0.1%+16+26.2%加碼歷史
EXRExtra Space Storage Inc.COM1,986$26.0 萬<0.1%+419+26.7%加碼歷史
CVLTCommvault Systems IncCOM3,367$26.2 萬<0.1%+3,367新進歷史
UIUbiquiti Inc.COM334$26.4 萬<0.1%+334新進歷史
SNPSSynopsys IncCOM666$26.4 萬<0.1%+666新進歷史
IRMIron Mountain IncCOM2,591$26.5 萬<0.1%+2,591新進歷史
ROKRockwell Automation, IncStock738$26.5 萬<0.1%+738新進歷史
GFNew Germany Fund IncCOM25,934$26.5 萬<0.1%−338−1.3%減碼歷史
PWRQuanta Services, Inc.COM483$26.5 萬<0.1%+483新進歷史
SPDR Index Shs FDS78463X202ST STR EU 50 ETF4,315$26.8 萬<0.1%+4,315新進–
LITELumentum Holdings Inc.COM383$26.9 萬<0.1%+383新進歷史
VMIValmont Industries IncCOM677$27.1 萬<0.1%+42+6.6%加碼歷史
ZTSZoetis Inc.Stock2,289$27.1 萬<0.1%+54+2.4%加碼歷史
BKHBlack Hills CorpCOM3,909$27.1 萬<0.1%−106−2.6%減碼歷史
First Tr Exchange-Traded Alp33734Y109COM SHS2,280$27.2 萬<0.1%00.0%不變–
Invesco Exch Traded FD Tr II46138E198S&P MIDCP LOW4,342$27.3 萬<0.1%00.0%不變–
BFAMBright Horizons Family Solutions Inc.COM3,336$27.4 萬<0.1%−1,741−34.3%減碼歷史
CHWYChewy, Inc.CL A10,165$27.4 萬<0.1%−1,624−13.8%減碼歷史
JPMorgan Nasdaq Equity Premium Income ETF46654Q203ETF4,945$27.5 萬<0.1%−1,256−20.3%減碼–
PENGPenguin Solutions, Inc.Stock15,637$27.5 萬<0.1%+1,425+10.0%加碼歷史
IBEXIBEX LtdSHS NEW10,280$27.6 萬<0.1%+555+5.7%加碼歷史
Global X FDS37960A297PURECAP MSCI COM10,054$27.7 萬<0.1%+10,054新進–
TTWOTake Two Interactive Software IncCOM1,406$27.8 萬<0.1%+511+57.1%加碼歷史
BDJBlackRock Enhanced Equity Dividend TrustCOM32,257$27.8 萬<0.1%−39−0.1%減碼歷史
STGWStagwell IncCOM CL A44,256$27.8 萬<0.1%−21,073−32.3%減碼歷史
LFUSLittelfuse IncCOM821$27.9 萬<0.1%+821新進歷史
BBVABanco Bilbao Vizcaya Argentaria, S.A.SPONSORED ADR12,863$27.9 萬<0.1%+1,811+16.4%加碼歷史
DDominion Energy, IncStock4,515$27.9 萬<0.1%+382+9.2%加碼歷史
LNTAlliant Energy CorpStock3,893$27.9 萬<0.1%−309−7.4%減碼歷史
DRIDarden Restaurants IncCOM1,436$28.2 萬<0.1%+1,436新進歷史
EQTEQT CorpStock4,449$28.3 萬<0.1%+479+12.1%加碼歷史
TTETotalEnergies SEACT3,116$28.3 萬<0.1%−1,665−34.8%減碼歷史
TEAMAtlassian CorpCL A4,156$28.4 萬<0.1%−11,085−72.7%減碼歷史
OVVOvintiv Inc.COM4,818$28.6 萬<0.1%−2,492−34.1%減碼歷史
TSTenaris SASPONSORED ADS4,920$28.6 萬<0.1%+4,920新進歷史
VOYAVoya Financial, Inc.COM4,257$29.1 萬<0.1%+4,257新進歷史
iShares Tr464287630RUS 2000 VAL ETF1,535$29.1 萬<0.1%+1,535新進–
CEGConstellation Energy CorpStock1,044$29.2 萬<0.1%+331+46.4%加碼歷史
AFBAlliancebernstein National Municipal Income FundCOM27,304$29.2 萬<0.1%−87−0.3%減碼歷史
iShares Tr464288182MSCI AC ASIA ETF3,033$29.2 萬<0.1%+3,033新進–

2025 年第 4 季之後清倉（74 檔）

2025 年第 4 季季末還持有、這份申報已經沒有的部位。

Evolve Private Wealth, LLC 在 2025 年第 4 季之後清倉的部位
證券類別2025 年第 4 季股數2025 年第 4 季市值2025 年第 4 季佔組合 %紀錄
GESGuess IncCOM362,018$606.4 萬0.4%歷史
First Tr Exch Traded FD III33739E108PFD SECS INC ETF187,861$342.3 萬0.2%–
ASGIabrdn Global Infrastructure Income FundCOM SHS BEN INT80,669$182.1 萬0.1%歷史
MFCManulife Financial CorpCOM39,256$142.4 萬0.1%歷史
FDSFactset Research Systems IncStock4,096$118.9 萬0.1%歷史
EXASExact Sciences CorpCOM8,471$86.0 萬0.1%歷史
CNOCNO Financial Group, Inc.COM20,234$85.9 萬0.1%歷史
ESTCElastic N.V.ORD SHS11,366$85.7 萬0.1%歷史
ONBOld National BancorpStock31,264$69.8 萬<0.1%歷史
STESTERIS plcSHS USD2,509$63.6 萬<0.1%歷史
TPHTri Pointe Homes, Inc.COM18,251$57.4 萬<0.1%歷史
CSGSCSG Systems International IncCOM7,386$56.9 萬<0.1%歷史
TFXTeleflex IncCOM4,648$56.7 萬<0.1%歷史
SLMSLM CorpCOM20,546$55.6 萬<0.1%歷史
CFLTConfluent, Inc.CLASS A COM18,336$55.4 萬<0.1%歷史
ProShares Tr74349Y753SHOR S&P 500 NEW14,857$53.5 萬<0.1%–
GTLBGitlab Inc.CLASS A COM14,104$52.9 萬<0.1%歷史
PINSPinterest, Inc.CL A19,442$50.3 萬<0.1%歷史
REVGREV Group, Inc.COM8,203$49.9 萬<0.1%歷史
DAYDayforce, Inc.COM6,859$47.4 萬<0.1%歷史
PCTYPaylocity Holding CorpCOM3,040$46.4 萬<0.1%歷史
SNVSynovus Financial CorpCOM NEW9,111$45.6 萬<0.1%歷史
GDDYGoDaddy Inc.CL A3,633$45.1 萬<0.1%歷史
ETSYEtsy IncCOM7,259$40.2 萬<0.1%歷史
OTISOtis Worldwide CorpStock4,594$40.1 萬<0.1%歷史
HSTMHealthstream IncCOM17,263$39.8 萬<0.1%歷史
VRSKVerisk Analytics, Inc.COM1,701$38.0 萬<0.1%歷史
GWREGuidewire Software, Inc.COM1,837$36.9 萬<0.1%歷史
JEFJefferies Financial Group Inc.COM5,793$35.9 萬<0.1%歷史
CORTCorcept Therapeutics IncCOM10,304$35.9 萬<0.1%歷史
GDOTGreen Dot CorpCL A27,550$35.3 萬<0.1%歷史
EGEverest Group, Ltd.COM1,014$34.4 萬<0.1%歷史
NCLHNorwegian Cruise Line Holdings Ltd.SHS14,708$32.8 萬<0.1%歷史
WTWWillis Towers Watson PLCSHS957$31.5 萬<0.1%歷史
KDKyndryl Holdings, Inc.Stock11,414$30.3 萬<0.1%歷史
STLAStellantis N.V.SHS27,292$29.7 萬<0.1%歷史
ZBRAZebra Technologies CorpCL A1,202$29.2 萬<0.1%歷史
WSTWest Pharmaceutical Services IncCOM1,057$29.1 萬<0.1%歷史
PPCPilgrims Pride CorpStock7,159$27.9 萬<0.1%歷史
MGMMGM Resorts InternationalStock7,617$27.8 萬<0.1%歷史
iShares Tr464288588MBS ETF2,787$26.5 萬<0.1%–
SBACSba Communications CorpCL A1,371$26.5 萬<0.1%歷史
SRPTSarepta Therapeutics, Inc.COM12,026$25.9 萬<0.1%歷史
GEHCGE HealthCare Technologies Inc.Stock3,132$25.7 萬<0.1%歷史
IIFMorgan Stanley India Investment Fund, Inc.COM9,171$24.7 萬<0.1%歷史
iShares Tr4642886613 7 YR TREAS BD2,065$24.6 萬<0.1%–
PNRPENTAIR plcSHS2,349$24.5 萬<0.1%歷史
BBSIBarrett Business Services IncCOM6,744$24.4 萬<0.1%歷史
APTVAptiv PLCStock3,113$23.7 萬<0.1%歷史
BFZBlackRock California Municipal Income TrustSH BEN INT21,734$23.3 萬<0.1%歷史
TDCTeradata CorpStock7,590$23.1 萬<0.1%歷史
OLLIOllie's Bargain Outlet Holdings, Inc.Stock2,069$22.7 萬<0.1%歷史
AMHAmerican Homes 4 RentCL A6,984$22.4 萬<0.1%歷史
RDDTReddit, Inc.Stock970$22.3 萬<0.1%歷史
PIIPolaris Inc.Stock3,462$21.9 萬<0.1%歷史
BRBRBellring Brands, Inc.Stock8,188$21.9 萬<0.1%歷史
CRCrane CoCOMMON STOCK1,166$21.5 萬<0.1%歷史
OMFOneMain Holdings, Inc.COM3,174$21.4 萬<0.1%歷史
KHCKraft Heinz CoStock8,787$21.3 萬<0.1%歷史
ESNTEssent Group Ltd.COM3,234$21.0 萬<0.1%歷史
First Trust Dow Jones Internet Index Fund33733E302ETF779$21.0 萬<0.1%–
Invesco Exch Traded FD Tr II46138E339S&P 500 MOMNTM1,725$20.6 萬<0.1%–
CHEChemed CorpCOM479$20.5 萬<0.1%歷史
AOSSmith A O CorpCOM3,014$20.2 萬<0.1%歷史
Simplify Exchange Traded Fun82889N525MBS ETF3,993$20.1 萬<0.1%–
NVONovo Nordisk A SADR3,954$20.1 萬<0.1%歷史
GTMZoomInfo Technologies Inc.Stock18,678$19.0 萬<0.1%歷史
CAGConagra Brands Inc.Stock10,185$17.6 萬<0.1%歷史
PATHUiPath, Inc.Stock10,430$17.1 萬<0.1%歷史
RITMRithm Capital Corp.REIT13,792$15.4 萬<0.1%歷史
BlackRock New York Municipal Income Trust09248L106SH BEN INT15,014$15.2 萬<0.1%–
XRAYDentsply Sirona Inc.Stock10,996$12.7 萬<0.1%歷史
MHNBlackRock Muniholdings New York Quality Fund, Inc.COM11,557$11.8 萬<0.1%歷史
AGLagilon health, inc.COM19,661$1.35 萬<0.1%歷史