Evolution Wealth Management Inc. 13F 持仓 · 2026年Q2
Evolution Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 935 只证券，申报市值合计 1.70 亿美元。前几大持仓：SPYM（6.95%）、SFLR（4.96%）、PSFF（4.74%）。本季前 25 大持仓中：新建仓 1 只、增持 17 只、减持 6 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | $11.8M | 6.95% | 134,440 | 增持 |
| 2 | SFLR | INNOVATOR ETFS TRUST | $8.4M | 4.96% | 218,621 | 减持 |
| 3 | PSFF | PACER FDS TR | $8.1M | 4.74% | 234,797 | 减持 |
| 4 | SPD | SIMPLIFY EXCHANGE TRADED FUN | $5.6M | 3.31% | 135,699 | 增持 |
| 5 | SPMO | INVESCO EXCH TRADED FD TR II | $5.4M | 3.15% | 33,146 | 增持 |
| 6 | QQQM | INVESCO EXCH TRADED FD TR II | $5.2M | 3.08% | 17,301 | 增持 |
| 7 | SPYC | SIMPLIFY EXCHANGE TRADED FUN | $5.0M | 2.92% | 108,823 | 增持 |
| 8 | OVB | LISTED FDS TR | $4.4M | 2.61% | 217,195 | 增持 |
| 9 | SPBW | AIM ETF PRODUCTS TRUST | $4.2M | 2.45% | 145,350 | 增持 |
| 10 | EFG | ISHARES TR | $3.3M | 1.95% | 26,672 | 增持 |
| 11 | AGGH | SIMPLIFY EXCHANGE TRADED FUN | $3.3M | 1.94% | 163,520 | 增持 |
| 12 | EFV | ISHARES TR | $3.3M | 1.92% | 42,570 | 增持 |
| 13 | HEQT | SIMPLIFY EXCHANGE TRADED FUN | $2.8M | 1.65% | 83,859 | 增持 |
| 14 | VOO | VANGUARD INDEX FDS | $2.8M | 1.64% | 4,054 | 减持 |
| 15 | IVV | ISHARES TR | $2.5M | 1.48% | 3,370 | 增持 |
| 16 | LALT | FIRST TR EXCHNG TRADED FD VI | $2.1M | 1.25% | 88,219 | 新建仓 |
| 17 | OVL | LISTED FDS TR | $2.1M | 1.21% | 36,489 | 减持 |
| 18 | VTHR | VANGUARD SCOTTSDALE FDS | $1.9M | 1.13% | 5,802 | 持平 |
| 19 | DBEF | DBX ETF TR | $1.9M | 1.10% | 34,221 | 增持 |
| 20 | NVDA | NVIDIA CORPORATION | $1.9M | 1.10% | 9,843 | 减持 |
| 21 | AAPL | APPLE INC | $1.7M | 1.02% | 5,990 | 增持 |
| 22 | SCHX | SCHWAB STRATEGIC TR | $1.7M | 1.01% | 58,394 | 增持 |
| 23 | AVLV | AMERICAN CENTY ETF TR | $1.6M | 0.97% | 18,002 | 增持 |
| 24 | HYS | PIMCO ETF TR | $1.6M | 0.92% | 16,701 | 增持 |
| 25 | PSTP | INNOVATOR ETFS TRUST | $1.5M | 0.90% | 41,530 | 减持 |
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