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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
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 150 项
建仓 14
增持 84
减持 48
清仓 4
方向
标的
Δ市值
现股数(环比)
增持
RPAR
RPAR Risk Parity ETF
+$131.8M
30,382,301
+17%
增持
IVV
iShares Core SP 500 ETF
+$51.7M
533,159
+13%
增持
VAC
Marriott Vacations World
+$30.9M
248,361
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。
+253%
增持
VWO
Vanguard FTSE Emerging Markets ETF
+$29.3M
1,942,275
+46%
增持
IVE
iShares SP 500 Value ETF
+$27.7M
182,259
+2970%
增持
XLF
Financial Select Sector SPDR
+$23.4M
626,809
+2161%
建仓
STIP
iShares 05 Year TIPS Bond ETF
+$22.9M
216,000
增持
XLE
Energy Select Sector SPDR ETF
+$22.8M
420,366
+3874%
增持
GUNR
FlexShares Global Upstream Resources ETF
+$22.0M
2,684,812
+17%
建仓
DOCS
Doximity Inc
+$21.7M
432,432
清仓
TBT
ProShares UltraShort 20 Year Treasury
-$18.4M
0
-100%
增持
IWM
iShares Russell 2000 ETF
+$16.2M
92,318
+373%
减持
CMCSA
Comcast Corp New
-$12.8M
5,387
-98%
减持
TSLA
Tesla Inc
-$9.5M
856
-94%
减持
VZ
Verizon
-$9.4M
18,871
-90%
减持
OEF
iShares SP 100 ETF
+$9.1M
501,225
-2%
增持
TIP
iShares TIPS Bond ETF
+$7.9M
915,943
+6%
增持
DFAE
DFA Emerging Core Equity Market ETF
+$6.9M
850,025
+42%
增持
IWO
iShares Russell 2000 Growth ETF
+$6.9M
24,318
+2792%
减持
VTI
Vanguard Total Stock Market ETF
+$6.8M
362,400
-0%
增持
DFAU
DFA US Core Equity Market ETF
+$6.4M
604,295
+35%
增持
—
SPDR Gold MiniShares
+$5.7M
6,887,736
+1%
减持
AAPL
Apple Inc
+$5.4M
203,813
-6%
减持
MSFT
Microsoft Corp
+$5.3M
97,699
-0%
增持
VTV
Vanguard Value Index ETF
+$5.1M
332,131
+3%
增持
VEA
Vanguard FTSE Developed Markets ETF
+$5.1M
981,472
+10%
增持
OTIS
Otis Worldwide Corp
+$5.0M
102,096
+117%
减持
ACWI
iShares MSCI ACWI ETF
+$4.7M
1,031,715
-1%
减持
NEM
Newmont Goldcorp
-$4.2M
19,319
-81%
清仓
RCI
Rogers Comm Inc CL B (BC)
-$4.1M
0
-100%
减持
SPY
SPDR SP 500 ETF
+$3.6M
123,674
-4%
增持
DFAI
DFA Int Core Equity Market ETF
+$3.5M
826,317
+14%
增持
SNOW
Snowflake Inc
+$3.3M
18,165
+94%
减持
BAX
Baxter International
-$3.1M
4,038
-91%
增持
VIG
Vanguard Dividend Appreciation ETF
+$3.0M
88,000
+12%
增持
CCI
Crown Castle Intl
+$2.7M
38,856
+25%
减持
PAVE
Global X US Infrastructure Dev ETF
+$2.6M
1,092,272
-4%
增持
LKQ
LKQ Corp Com
+$2.4M
117,850
+28%
增持
UNH
Unitedhealth Group
+$2.3M
20,712
+0%
减持
DLTR
Dollar Tree Inc Com
+$2.1M
54,627
-6%
减持
LOW
Lowes Companies Inc
+$2.1M
46,716
-5%
减持
SHW
Sherwin Williams Co
+$1.8M
25,850
-1%
增持
PSA
Public Storage
+$1.7M
22,111
+0%
减持
TAN
Invesco Solar ETF
-$1.6M
89,036
-15%
增持
TD
TorontoDominion
+$1.5M
19,655
+35636%
减持
ZIP
Ziprecruiter Inc
-$1.5M
144,635
-22%
增持
SYY
Sysco Corp
+$1.5M
142,438
+16%
增持
SWKS
Skyworks Solutions
+$1.5M
49,888
+31%
减持
AZO
Autozone Inc Com
+$1.4M
3,721
-1%
增持
SM
SM Energy Co
+$1.4M
227,681
+13%
增持
PEP
Pepsico Inc
+$1.4M
55,970
+0%
增持
ICE
InterContinental Exchange Inc
+$1.2M
56,595
+0%
增持
NKE
Nike Inc B
+$1.2M
47,820
+4%
减持
MTD
MettlerToledo
+$1.1M
3,587
-1%
增持
VMC
Vulcan Materials Co
+$1.1M
27,699
+0%
增持
NVDA
Nvidia Corp
+$1.0M
8,044
+26%
减持
MCO
Moodys Corp Com
+$1.0M
29,866
-1%
增持
VNQ
Vanguard Real Estate Index Fund ETF
+$894.0K
61,442
+0%
增持
WM
Waste Management Inc.
+$860.0K
48,368
+0%
增持
IAU
iShares Gold Trust
+$819.0K
189,384
+10%
减持
—
Linde PLC Com
+$813.0K
15,912
-1%
增持
MDLZ
Mondelez Intl Inc
+$798.0K
97,999
+0%
增持
FCT
First Trust Senior FR Income II
+$781.0K
83,571
+350%
增持
JNJ
Johnson Johnson
+$769.0K
78,568
+0%
减持
TRTX
TPG RE Finance Trust
-$764.0K
366,043
-14%
减持
FDS
Factset Research
+$740.0K
8,294
-1%
建仓
PMVP
PMV Pharmaceuticals Inc
+$737.0K
31,914
增持
—
Inari Med Inc Com
+$731.0K
69,163
+0%
减持
TJX
TJX Companies Inc
+$722.0K
74,758
-0%
增持
AWI
Armstrong World Inds Inc New
+$722.0K
34,861
+0%
增持
SPGI
SP Global Inc Com
+$714.0K
15,135
+0%
增持
—
Exxon Mobil Corp
+$711.0K
40,903
+34%
减持
ADI
Analog Devices Inc
+$706.0K
87,626
-0%
减持
CL
ColgatePalmolive Co
+$689.0K
72,008
-0%
增持
DDOG
Datadog Inc CL A Com
+$681.0K
11,576
+18%
减持
CME
Cme Group Inc Com CL
+$679.0K
18,175
-0%
增持
GSG
iShares SP GSCI CommodityIndexed Trust
+$674.0K
202,140
+22%
增持
EEM
iShares MSCI Emerging Markets ETF
+$659.0K
234,041
+9%
增持
PG
Procter And Gamble
+$652.0K
27,063
+0%
增持
IUSG
iShares Core SP U.S. Growth ETF
+$643.0K
20,782
+21%
减持
GGG
Graco Inc
+$638.0K
61,974
-1%
增持
NSC
Norfolk Southern
+$595.0K
10,118
+0%
增持
REXR
Rexford Industrial
+$589.0K
24,140
+0%
增持
CPNG
Coupang Inc
+$582.0K
39,339
+91%
减持
MIDD
Middleby Corp Del
+$573.0K
22,513
-0%
增持
UNP
Union Pacific Corp
+$567.0K
9,765
+1%
建仓
HOOD
Robinhood Markets Inc
+$565.0K
31,807
增持
XLB
Materials Select Sector SPDR ETF
+$547.0K
11,894
+77%
增持
FISV
Fiserv Inc
-$546.0K
118,841
+0%
建仓
FNDX
Schwab Fundamental US Large Co
+$540.0K
9,218
增持
XLV
Healthcare Select Sector SPDR
+$540.0K
8,093
+72%
增持
VRSN
Verisign Inc
+$528.0K
10,797
+0%
建仓
SCHX
Schwab US Large Cap ETF
+$513.0K
4,505
减持
PFE
Pfizer Inc
+$502.0K
36,611
-5%
减持
GOOGL
Alphabet Inc Class A
+$501.0K
9,999
-6%
减持
ABBV
AbbVie Inc
+$494.0K
22,961
-5%
增持
VRSK
Verisk Analytics Inc
+$489.0K
16,897
+0%
增持
XME
SPDR SP Metals Mining ETF
+$480.0K
22,452
+78%
建仓
PDI
PIMCO Dynamic Income (FD Com Usd0.00001)
+$480.0K
18,539
清仓
—
PIMCO Dynamic Credit and Mortgage
-$467.0K
0
-100%
减持
DSL
DoubleLine Income Solutions
-$456.0K
164,162
-6%
增持
T
ATT Inc
+$455.0K
49,733
+75%
减持
COP
Conocophillips Com
-$448.0K
50,855
-17%
增持
IWB
iShares Russell 1000 ETF
+$444.0K
13,398
+4%
增持
DIS
Walt Disney Co
-$443.0K
42,103
+2%
减持
GLD
SPDR Gold Shares
-$437.0K
60,423
-8%
增持
PANW
Palo Alto Networks
+$422.0K
1,626
+61%
增持
GS
Goldman Sachs Group
+$384.0K
2,933
+50%
增持
ABT
Abbott Laboratories
+$381.0K
16,824
+0%
减持
QQQ
Invesco QQQ Trust
+$369.0K
10,519
-1%
建仓
NTLA
Intellia
+$367.0K
3,100
增持
CGW
Invesco SP Global Water ETF
+$364.0K
49,893
+5%
增持
SWK
Stanley Black
+$351.0K
3,961
+75%
减持
MA
Mastercard Inc CL A
+$340.0K
32,599
-0%
建仓
—
Kalvista
+$338.0K
25,583
增持
CSCO
Cisco Systems Inc
+$328.0K
28,819
+5%
减持
BRK/B
Berkshire Hathaway Class B
+$319.0K
12,876
-0%
增持
FTNT
Fortinet Inc
+$318.0K
887
+22075%
建仓
FNDA
Schwab Fundamental US Small Co
+$284.0K
5,105
清仓
FXC
Invesco CurrencyShares Canadian Dollar ETF
-$278.0K
0
-100%
建仓
PCOR
Procore Technologies Inc
+$274.0K
3,430
减持
QCOM
Qualcomm Inc
+$261.0K
12,236
-20%
建仓
NET
Cloudflare Inc
+$260.0K
1,975
增持
CHD
Church Dwight
+$258.0K
12,906
+0%
增持
ISRG
Intuitive Surgical
+$258.0K
879
+1390%
减持
USB
US Bancorp Del
-$257.0K
69,202
-1%
减持
CARR
Carrier Global
+$255.0K
107,666
-1%
减持
UBER
Uber Technologies Inc
-$252.0K
30,775
-11%
减持
—
Annaly Capital
-$250.0K
323,202
-2%
增持
VYM
Vanguard High Dividend Yield ETF
+$249.0K
11,300
+15%
减持
VHT
Vanguard Health Care ETF
+$249.0K
14,931
-1%
增持
SCHA
Schwab US SmallCap ETF
+$248.0K
2,542
+1902%
增持
AMZN
Amazon.com Inc.
+$246.0K
4,362
+0%
增持
EDV
Vanguard Extended Duration ETF
+$242.0K
28,090
+3%
增持
SHC
Sotera Health Co
-$233.0K
90,054
+0%
增持
RBLX
Roblox Corp CL A
+$232.0K
2,352
+1447%
增持
PGF
Invesco Financial Preferred ETF
+$232.0K
368,395
+4%
减持
CDW
CDW Corporation
+$226.0K
9,991
-0%
减持
HD
Home Depot Inc
+$222.0K
3,327
-6%
增持
NFLX
Netflix Inc
+$222.0K
3,039
+15%
增持
STAG
Stag Indl Inc Com
+$215.0K
14,245
+19%
增持
JETS
US Global Jets ETF
+$214.0K
10,152
+202940%
增持
CRWD
Crowdstrike Holdings Inc
+$210.0K
1,050
+4465%
建仓
SCHF
Schwab International Equity ETF
+$209.0K
5,367
增持
SIL
Global X Silver Miners ETF
+$209.0K
13,852
+59%
建仓
SCHE
Schwab Emerging Markets Equity ETF
+$205.0K
6,916
减持
VOD
Vodafone Group Spon
-$198.0K
729
-95%
增持
IJH
iShares Core SP MidCap ETF
+$198.0K
4,898
+8%
减持
VGK
Vanguard FTSE Europe
-$197.0K
75
-98%
增持
BND
Vanguard Total Bond Market ETF
+$196.0K
17,425
+16%
