Evolve Private Wealth, LLC 13F 持仓 · 2026年Q2
Evolve Private Wealth 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 1,003 只证券，申报市值合计 16.36 亿美元。前几大持仓：BOND（3.12%）、HTRB（3.12%）、NVDA（3.01%）。本季前 25 大持仓中：增持 11 只、减持 14 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | BOND | PIMCO ETF TR | $51.0M | 3.12% | 553,056 | 增持 |
| 2 | HTRB | HARTFORD FDS EXCHANGE TRADED | $51.1M | 3.12% | 1.5M | 增持 |
| 3 | NVDA | NVIDIA CORPORATION | $49.2M | 3.01% | 246,013 | 减持 |
| 4 | AAPL | APPLE INC | $46.1M | 2.82% | 159,436 | 减持 |
| 5 | AGG | ISHARES TR | $44.0M | 2.69% | 444,989 | 增持 |
| 6 | VCRB | VANGUARD MALVERN FDS | $38.6M | 2.36% | 499,984 | 增持 |
| 7 | BND | VANGUARD BD INDEX FDS | $33.3M | 2.04% | 453,903 | 减持 |
| 8 | GOOGL | ALPHABET INC | $29.9M | 1.83% | 83,602 | 减持 |
| 9 | ISCF | ISHARES TR | $29.8M | 1.82% | 688,053 | 增持 |
| 10 | MSFT | MICROSOFT CORP | $27.7M | 1.69% | 74,193 | 减持 |
| 11 | EMGF | ISHARES INC | $27.4M | 1.67% | 373,728 | 增持 |
| 12 | CGCP | CAPITAL GRP FIXED INCM ETF T | $21.5M | 1.31% | 964,284 | 增持 |
| 13 | IAU | ISHARES GOLD TR | $20.1M | 1.23% | 265,660 | 增持 |
| 14 | AVGO | BROADCOM INC | $18.2M | 1.11% | 48,201 | 减持 |
| 15 | MU | MICRON TECHNOLOGY INC | $17.9M | 1.09% | 15,484 | 减持 |
| 16 | AMZN | AMAZON COM INC | $17.3M | 1.05% | 72,380 | 减持 |
| 17 | MFEM | PIMCO EQUITY SER | $16.5M | 1.01% | 584,957 | 增持 |
| 18 | LRCX | LAM RESEARCH CORP | $15.9M | 0.97% | 36,784 | 减持 |
| 19 | KLAC | KLA CORP | $13.6M | 0.83% | 44,949 | 增持 |
| 20 | SMLF | ISHARES TR | $13.2M | 0.81% | 148,407 | 增持 |
| 21 | IEMG | ISHARES INC | $12.9M | 0.79% | 155,768 | 减持 |
| 22 | META | META PLATFORMS INC | $12.9M | 0.79% | 22,889 | 减持 |
| 23 | JPM | JPMORGAN CHASE & CO | $11.2M | 0.69% | 34,350 | 减持 |
| 24 | GM | GENERAL MTRS CO | $10.5M | 0.64% | 136,238 | 减持 |
| 25 | VTI | VANGUARD INDEX FDS | $9.5M | 0.58% | 25,688 | 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