Evolution Advisers, Inc. 13F 持仓 · 2026年Q2
Evolution Advisers 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 942 只证券,申报市值合计 2.72 亿美元。前几大持仓:VEA(16.14%)、VUG(14.01%)、VTV(10.64%)。本季前 25 大持仓中:增持 19 只、减持 3 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VEA | VANGUARD TAX-MANAGED FDS | $43.9M | 16.14% | 616,125 | 增持 |
| 2 | VUG | VANGUARD INDEX FDS | $38.1M | 14.01% | 442,641 | 增持 |
| 3 | VTV | VANGUARD INDEX FDS | $29.0M | 10.64% | 132,861 | 增持 |
| 4 | BNDX | VANGUARD CHARLOTTE FDS | $26.8M | 9.85% | 553,304 | 增持 |
| 5 | BSV | VANGUARD BD INDEX FDS | $21.0M | 7.71% | 269,333 | 增持 |
| 6 | VWO | VANGUARD INTL EQUITY INDEX F | $16.8M | 6.16% | 280,908 | 增持 |
| 7 | VMBS | VANGUARD SCOTTSDALE FDS | $11.6M | 4.26% | 247,486 | 增持 |
| 8 | BLV | VANGUARD BD INDEX FDS | $10.4M | 3.81% | 150,385 | 增持 |
| 9 | VB | VANGUARD INDEX FDS | $10.3M | 3.78% | 33,903 | 增持 |
| 10 | BIV | VANGUARD BD INDEX FDS | $9.1M | 3.36% | 119,149 | 增持 |
| 11 | NUDM | NUSHARES ETF TR | $8.3M | 3.06% | 208,235 | 减持 |
| 12 | NULG | NUSHARES ETF TR | $5.0M | 1.84% | 42,779 | 增持 |
| 13 | NULV | NUSHARES ETF TR | $3.8M | 1.39% | 75,631 | 增持 |
| 14 | NUEM | NUSHARES ETF TR | $3.0M | 1.12% | 71,718 | 增持 |
| 15 | SCHX | SCHWAB STRATEGIC TR | $3.1M | 1.12% | 103,898 | 增持 |
| 16 | NUBD | NUSHARES ETF TR | $2.8M | 1.02% | 125,902 | 减持 |
| 17 | VOO | VANGUARD INDEX FDS | $2.2M | 0.83% | 3,277 | 增持 |
| 18 | PWV | INVESCO EXCHANGE TRADED FD T | $1.8M | 0.66% | 23,796 | 持平 |
| 19 | GNW | GENWORTH FINL INC | $1.6M | 0.60% | 170,221 | 增持 |
| 20 | AAPL | APPLE INC | $1.6M | 0.58% | 5,442 | 增持 |
| 21 | NUSC | NUSHARES ETF TR | $1.1M | 0.39% | 20,350 | 增持 |
| 22 | VTEB | VANGUARD MUN BD FDS | $993,000 | 0.36% | 19,636 | 增持 |
| 23 | BND | VANGUARD BD INDEX FDS | $728,000 | 0.27% | 9,918 | 减持 |
| 24 | DFAC | DIMENSIONAL ETF TRUST | $739,000 | 0.27% | 16,680 | 持平 |
| 25 | VOT | VANGUARD INDEX FDS | $731,000 | 0.27% | 2,389 | 持平 |
来源:SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓,以及相对上季度的变化。
13F 持仓,最新季度
来源SEC EDGAR13F-HR