小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
Evoke Wealth, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Evoke Wealth, LLC
报告期 2026-03-31 · CIK 0001793432
持仓数
711
前50大市值合计
$4.67B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 150 项
建仓 9
增持 68
减持 60
清仓 13
方向
标的
Δ市值
现股数(环比)
增持
RPAR
RPAR Risk Parity ETF
+$29.2M
26,071,098
+6%
减持
WM
Waste Management Inc
-$12.3M
48,294
-65%
减持
KMI
Kinder Morgan Inc
-$12.0M
294
-100%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
减持
—
Barrick Gold Corp
-$11.9M
25,487
-96%
增持
IVV
iShares Core SP 500 ETF
+$11.0M
470,202
+6%
减持
JNJ
Johnson Johnson
-$10.6M
78,466
-45%
增持
VTI
Vanguard Total Stock Market ETF
+$8.4M
363,299
+12%
增持
TAN
Invesco Solar ETF
+$8.3M
105,241
+7995%
增持
VEA
Vanguard FTSE Developed Markets ETF
+$6.2M
891,791
+18%
减持
MCD
McDonalds Corp
-$5.7M
4,939
-83%
增持
TIP
iShares TIPS Bond ETF
+$5.1M
864,591
+5%
增持
GUNR
FlexShares Global Upstream Resources ETF
+$5.0M
2,295,038
+11%
增持
ZIP
Ziprecruiter Inc
+$5.0M
184,635
+3883%
增持
SYY
Sysco Corp
+$4.5M
122,858
+83%
增持
DFAU
DFA US Core Equity Market ETF
+$3.5M
448,175
+36%
增持
DFAI
DFA Int Core Equity Market ETF
+$3.3M
724,302
+20%
清仓
ZBRA
ZEBRA TECHNOLOGIES CORPORATI
-$3.3M
0
-100%
增持
VTV
Vanguard Value Index ETF
+$3.2M
323,317
+10%
减持
SBUX
Starbucks Corp Com
-$2.9M
6,916
-79%
增持
AAPL
Apple Inc
+$2.8M
217,098
+7%
减持
TSLA
Tesla Inc
-$2.6M
13,368
-30%
增持
—
SPDR Gold MiniShares
+$2.3M
6,842,460
+3%
减持
GOOGL
Alphabet Inc Class A
+$2.2M
10,644
-1%
增持
SNOW
Snowflake Inc
+$2.2M
9,377
+240%
减持
AMZN
Amazon.Com Inc
-$2.1M
4,352
-9%
减持
PSA
Public Storage
-$2.0M
22,101
-23%
增持
VIG
Vanguard Dividend Appreciation ETF
+$1.9M
78,847
+19%
减持
BRK/A
Berkshire Hathaway Class A
-$1.7M
4
-50%
减持
ACWI
iShares MSCI ACWI ETF
-$1.5M
1,045,536
-0%
清仓
IEO
ISHARES TR
-$1.4M
0
-100%
增持
PEY
Invesco High Yield Equity Dividend Achievers
+$1.3M
310,950
+32%
减持
AWI
Armstrong World Inds Inc New
-$1.3M
34,843
-19%
减持
BAX
Baxter International
-$1.3M
43,248
-26%
增持
FISV
Fiserv Inc
+$1.2M
118,722
+8%
清仓
—
CANO HEALTH INC
-$1.2M
0
-100%
增持
DLTR
Dollar Tree Inc Com
+$1.1M
58,269
+28%
减持
MSCI
MSCI Inc Com
+$1.0M
15,434
-2%
增持
EEM
iShares MSCI Emerging Markets ETF
-$990.0K
213,982
+0%
减持
XLE
Energy Select Sector SPDR ETF
-$976.0K
10,578
-63%
减持
IWM
iShares Russell 2000 ETF
-$949.0K
19,502
-14%
增持
LKQ
LKQ Corp Com
+$932.0K
92,050
+22%
减持
WFC
Wells Fargo Co New
-$923.0K
3,968
-84%
增持
VNQ
Vanguard Real Estate Index Fund ETF
+$877.0K
61,258
+16%
增持
DFAE
DFA Emerging Core Equity Market ETF
+$859.0K
598,585
+15%
增持
VWO
Vanguard FTSE Emerging Markets ETF
-$858.0K
1,333,777
+7%
减持
IJS
iShares SP Small-Cap 600 Value
-$853.0K
1,900
-81%
增持
CSCO
Cisco SYS Inc Com
+$781.0K
27,532
+104%
减持
CCI
Crown Castle Intl
-$763.0K
31,058
-1%
减持
MA
Mastercard Inc CL A
-$747.0K
32,715
-1%
清仓
—
GENERAL ELECTRIC CO
-$701.0K
0
-100%
减持
—
Exxon Mobil Corp
-$699.0K
30,481
-23%
清仓
—
CREDIT SUISSE GROUP
-$692.0K
0
-100%
减持
AZO
Autozone Inc Com
+$683.0K
3,741
-2%
建仓
GE
General Electric Co
+$664.0K
6,445
增持
DDOG
Datadog Inc CL A Com
+$642.0K
9,776
+38%
减持
ADI
Analog Devices Inc
-$626.0K
87,750
-1%
减持
ORCL
Oracle Corp Com
+$618.0K
75,797
-1%
增持
PGF
Invesco Financial Preferred ETF
+$611.0K
353,627
+12%
增持
NEM
Newmont Goldcorp
-$584.0K
99,174
+5%
减持
NKE
Nike Inc B
-$578.0K
46,067
-2%
减持
MSFT
Microsoft Corp
+$577.0K
97,808
-2%
建仓
CPNG
Coupang Inc
+$574.0K
20,641
增持
IWV
iShares Russell 3000 ETF
+$571.0K
10,308
+28%
增持
GOOG
Alphabet Inc Class C
+$563.0K
1,001
+20%
减持
OEF
iShares SP 100 ETF
+$539.0K
509,955
-0%
减持
BABA
Alibaba Group
-$538.0K
4,171
-18%
增持
JPM
JPMorgan Chase co.
+$507.0K
21,879
+11%
增持
SPY
SPDR SP 500 ETF
+$493.0K
128,534
+1%
增持
GLW
Corning Inc
+$471.0K
13,607
+2142%
减持
CL
Colgate-Palmolive Co
-$463.0K
72,191
-1%
减持
FDS
Factset Research
+$450.0K
8,338
-1%
减持
—
ViacomCBS Inc Class B
-$447.0K
962
-91%
减持
XLB
Materials Select Sector SPDR ETF
-$441.0K
6,719
-43%
减持
GGG
Graco Inc
-$431.0K
62,291
-2%
清仓
INDA
ISHARES TR
-$426.0K
0
-100%
减持
XME
SPDR SP Metals Mining ETF
-$421.0K
12,591
-43%
减持
XLV
Healthcare Select Sector SPDR
-$419.0K
4,715
-42%
减持
MDLZ
Mondelez Intl Inc
-$418.0K
97,992
-0%
减持
CME
Cme Group Inc Com CL
-$413.0K
18,265
-2%
增持
PFE
Pfizer Inc
+$407.0K
38,595
+21%
减持
VRSK
Verisk Analytics Inc
+$393.0K
16,858
-1%
减持
MCO
Moodys Corp Com
-$391.0K
30,025
-2%
减持
V
Visa Inc A
-$363.0K
28,849
-1%
增持
IUSG
iShares Core SP U.S. Growth ETF
+$359.0K
17,192
+24%
清仓
—
LIBERTY MEDIA ACQUISITION CO
-$356.0K
0
-100%
增持
—
Dynavax Technologies
+$348.0K
35,904
+4%
增持
PAVE
Global X US Infrastructure Dev ETF
-$341.0K
1,140,255
+0%
减持
NSC
Norfolk Southern
-$339.0K
10,102
-3%
增持
META
Facebook Inc A
+$332.0K
10,500
+13%
减持
DIS
Walt Disney Co
-$328.0K
41,196
-1%
增持
BHK
BlackRock Core Bond
+$326.0K
83,273
+31%
增持
QQQ
Invesco QQQ Trust
+$325.0K
10,648
+8%
增持
PG
Procter And Gamble
+$318.0K
27,006
+5%
增持
EDV
Vanguard Extended Duration ETF
+$317.0K
27,240
+9%
减持
ICE
InterContinental Exchange Inc
-$313.0K
56,566
-1%
减持
INTU
Intuit Com
+$301.0K
6,333
-0%
建仓
—
Fortress Trans. and Infra.
+$296.0K
11,700
增持
INTC
Intel Corp Com
+$291.0K
20,584
+44%
减持
SIL
Global X Silver Miners ETF
-$288.0K
8,717
-37%
增持
VRSN
Verisign Inc
+$283.0K
10,793
+27%
减持
XLF
Financial Select Sector SPDR
-$282.0K
27,725
-23%
增持
BND
Vanguard Total Bond Market ETF
+$280.0K
14,995
+29%
增持
VGT
Vanguard Information Technology ETF
+$274.0K
5,591
+13%
清仓
BNL
BROADSTONE NET LEASE INC
-$269.0K
0
-100%
减持
CMCSA
Comcast Corp New
-$267.0K
234,541
-0%
减持
LOW
Lowes Companies Inc
+$263.0K
49,198
-2%
建仓
—
Power Digital Infra Acquisition
+$252.0K
25,000
减持
CARR
Carrier Global
+$252.0K
108,212
-1%
增持
EVRG
Evergy Inc Com
+$248.0K
4,094
+4255%
增持
CHTR
Charter
+$243.0K
432
+341%
增持
TRTX
TPG RE Finance Trust
-$225.0K
426,912
+4%
增持
AMGN
Amgen Inc
-$222.0K
9,238
+3%
清仓
—
SLACK TECHNOLOGIES INC
-$222.0K
0
-100%
减持
UNH
Unitedhealth Group
-$222.0K
20,711
-0%
增持
XNCMX
Nuveen CA AMT-Free Quality Muni Inc
+$217.0K
138,938
+10%
增持
WMB
Williams Companies
+$213.0K
9,069
+994%
减持
VMC
Vulcan Materials Co
-$211.0K
27,698
-2%
减持
MMM
3M Company
-$206.0K
7,059
-3%
增持
UNP
Union Pacific Corp
-$205.0K
9,660
+1%
增持
BIT
BlackRock Multi-Sector Income
+$203.0K
97,898
+12%
减持
BA
Boeing Co Com
-$197.0K
9,436
-0%
建仓
WEN
Wendys Company
+$195.0K
9,000
增持
CRM
Salesforce.Com Inc
+$190.0K
4,841
+6%
增持
BXMT
Blackstone Mortgage
+$188.0K
50,294
+20%
减持
CVX
Chevron Corp New Com
-$187.0K
6,069
-21%
增持
T
ATT Inc
+$186.0K
28,460
+41%
清仓
—
FALCON CAPITAL ACQUISITN COR
-$186.0K
0
-100%
增持
UBER
Uber Technologies Inc
-$181.0K
34,436
+0%
建仓
—
BlackRock Capital Investment Corp
+$180.0K
47,000
清仓
—
VMWARE INC
-$178.0K
0
-100%
增持
BUD
Anheuser-Busch Inbev
-$176.0K
12,697
+3%
清仓
USO
UNITED STS OIL FD LP
-$175.0K
0
-100%
减持
TJX
TJX Companies Inc
-$174.0K
75,093
-1%
增持
—
Eaton Corp PLC Com
+$172.0K
1,925
+149%
增持
QCOM
Qualcomm Inc
-$171.0K
15,329
+2%
增持
XNEAX
Nuveen AMT-Free Quality Muni Inc
+$170.0K
174,750
+10%
增持
VCV
Invesco California Value Municipal Income Trust
+$165.0K
120,887
+12%
建仓
—
Sharecare Inc
+$164.0K
20,000
增持
MSI
Motorola Solutions
+$152.0K
1,212
+103%
减持
NVG
Nuveen AMT-Free Municipal Credit Income
-$148.0K
34,000
-17%
减持
DHR
Danaher Corporation
+$147.0K
6,858
-5%
清仓
TDUP
THREDUP INC
-$145.0K
0
-100%
建仓
PNW
Pinnacle West
+$144.0K
2,000
建仓
—
Nektar Therapeutics
+$143.0K
8,000
减持
SHC
Sotera Health Co
+$141.0K
90,021
-1%
增持
VLO
Valero Energy Corp
+$140.0K
3,375
+170%
增持
KREF
KKR Real Estate Fin
+$135.0K
36,300
+24%
减持
ABBV
AbbVie Inc
-$132.0K
24,251
-1%
增持
—
JPMorgan Alerian MLP Index ETN
+$130.0K
8,939
+445%
增持
—
Eaton Vance California Municipal Bond Fund
+$130.0K
125,743
+10%
