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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
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 150 项
建仓 9
增持 57
减持 80
清仓 4
方向
标的
Δ市值
现股数(环比)
建仓
SCHP
Schwab US TIPS ETF
+$207.8M
3,723,899
减持
RPAR
RPAR Risk Parity ETF
-$126.6M
28,659,138
-1%
减持
TIP
iShares TIPS Bond ETF
-$112.3M
24,110
-97%
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。
增持
IVV
iShares Core S&P 500 ETF
-$36.6M
560,696
+2%
减持
XLE
Energy Select Sector SPDR ETF
-$30.8M
18,037
-96%
减持
XLF
Financial Select Sector SPDR
-$23.7M
11,376
-98%
减持
OEF
iShares S&P 100 ETF
-$19.0M
488,564
-1%
减持
ACWI
iShares MSCI ACWI ETF
-$17.0M
1,016,796
-1%
减持
VWO
Vanguard FTSE Emerging Markets ETF
-$14.4M
1,976,782
-6%
减持
VOO
Vanguard S&P 500 ETF
-$12.9M
142,621
-5%
增持
GLDM
SPDR Gold MiniShares
+$12.7M
4,197,359
+17%
增持
GUNR
FlexShares Global Upstream Resources ETF
-$12.1M
2,703,416
+6%
增持
VAC
Marriott Vacations World
-$10.3M
248,362
+0%
减持
SPY
SPDR S&P 500 ETF
-$9.8M
122,059
-1%
减持
PAVE
Global X US Infrastructure Dev ETF
-$9.1M
899,307
-14%
减持
AAPL
Apple Inc.
-$8.7M
197,894
-3%
增持
VTI
Vanguard Total Stock Market ETF
-$8.2M
424,489
+9%
建仓
DFIV
Dimensional International Value ETF
+$8.0M
276,083
增持
XLP
Consumer Staples Select Sector SPDR ETF
+$7.6M
107,261
+7561%
建仓
BRZE
Braze Inc Com CL A
+$7.2M
197,475
减持
VTV
Vanguard Value Index ETF
-$7.1M
334,700
-3%
减持
ICE
InterContinental Exchange Inc
-$7.0M
225
-100%
减持
TAN
Invesco Solar ETF
-$7.0M
991
-99%
增持
CM
Canadian Imperial
-$6.6M
540,600
+100%
减持
DOCS
Doximity Inc
-$6.1M
345,546
-1%
增持
AMZN
Amazon.com
-$6.0M
86,108
+1751%
增持
ADBE
Adobe Inc
+$4.8M
15,889
+579%
增持
UPAR
UPAR Ultra Risk Parity ETF
+$4.7M
516,024
+254%
减持
IWM
iShares Russell 2000 ETF
-$4.5M
89,049
-6%
减持
IVE
iShares S&P 500 Value ETF
-$3.7M
202,027
-0%
增持
MSFT
Microsoft Corp.
-$3.6M
103,360
+6%
减持
USB
US Bancorp Del
-$3.5M
2,670
-96%
减持
—
Medtronic PLC
-$3.3M
62,483
-22%
减持
PSA
Public Storage
-$3.3M
345
-96%
增持
VEA
Vanguard FTSE Developed Markets ETF
-$3.2M
1,075,362
+10%
增持
GOOGL
Alphabet Inc. Cl A
-$3.2M
11,344
+13%
增持
LTPZ
PIMCO 15 Year US TIPS ETF
+$3.0M
46,932
+39673%
减持
MSCI
MSCI Inc Com
-$3.0M
11,187
-26%
减持
DLTR
Dollar Tree Inc Com
-$2.9M
26,937
-39%
减持
SM
SM Energy Co
-$2.6M
178,181
-20%
增持
VTWO
Vanguard Russell 2000 ETF
+$2.6M
560,940
+29%
增持
BXMT
Blackstone Mortgage
+$2.4M
136,476
+204%
减持
MA
Mastercard Inc CL A
-$2.3M
29,263
-10%
减持
SHW
Sherwin Williams Co.
-$2.2M
18,433
-28%
增持
NVST
Envista Holdings
+$2.2M
57,894
+58976%
减持
ECL
Ecolab Inc
-$2.2M
270
-98%
清仓
RAMP
Liveramp Holdings Inc
-$2.0M
0
-100%
增持
SWKS
Skyworks Solutions
-$2.0M
54,042
+3%
增持
PGF
Invesco Financial Preferred ETF
+$2.0M
496,104
+46%
减持
SPGI
S&P Global Inc Com
-$1.9M
18,546
-7%
减持
ZIP
Ziprecruiter Inc
-$1.9M
94,635
-35%
减持
TRTX
TPG RE Finance Trust
-$1.9M
266,954
-27%
减持
DIS
Walt Disney Co
-$1.9M
41,719
-2%
减持
FISV
Fiserv Inc
-$1.9M
99,549
-6%
减持
WM
Waste Management Inc.
-$1.9M
35,027
-23%
减持
NKE
Nike Inc. B
-$1.8M
46,328
-5%
减持
VMC
Vulcan Materials Co
-$1.8M
21,011
-19%
减持
MTD
Mettler-Toledo
-$1.8M
2,698
-24%
减持
ORCL
Oracle Corp.
-$1.7M
68,655
-12%
增持
—
Annaly Capital
+$1.6M
647,851
+100%
建仓
—
Bright Health Group
+$1.5M
841,881
减持
IWN
iShares Russell 2000 Value ETF
-$1.5M
10,385
-43%
减持
V
Visa Inc A
-$1.5M
23,764
-14%
增持
DFAU
DFA US Core Equity Market ETF
+$1.4M
974,870
+26%
清仓
—
BlackRock MuniYield CA Quality Fund
-$1.4M
0
-100%
减持
META
Meta Platforms Inc.
-$1.4M
8,020
-33%
增持
—
Inari Med Inc Com
-$1.3M
63,472
+2%
增持
VO
Vanguard Mid Cap Index ETF
+$1.3M
8,393
+491%
增持
VRSN
Verisign Inc
+$1.3M
25,195
+91%
减持
CARR
Carrier Global
-$1.3M
100,750
-5%
增持
ADI
Analog Devices Inc
-$1.3M
85,991
+3%
增持
PMVP
PMV Pharmaceuticals Inc
+$1.2M
133,122
+317%
建仓
MUC
BlackRock MuniHoldings CA Quality
+$1.2M
98,941
减持
AMT
American Tower Corp
-$1.2M
517
-90%
减持
BRK/B
Berkshire Hathaway Cl B
-$1.2M
13,112
-2%
减持
AGG
iShares Core US Aggregate Bond ETF
-$1.1M
7,150
-59%
增持
VNQ
Vanguard Real Estate Index Fund ETF
-$1.1M
64,911
+0%
减持
WRBY
Warby Parker Inc
-$1.1M
45,278
-4%
增持
EEM
iShares MSCI Emerging Markets ETF
-$1.1M
216,755
+0%
减持
GSG
iShares S&P GSCI Commodity-Indexed Trust
-$1.1M
154,450
-25%
建仓
ASAN
Asana Inc A
+$1.1M
59,820
减持
SYY
Sysco Corp
-$1.0M
102,304
-14%
减持
GGG
Graco Inc
-$1.0M
54,709
-10%
增持
NAC
Nuveen CA Quality Muni Income
+$1.0M
128,960
+185%
增持
DFAE
DFA Emerging Core Equity Market ETF
+$995.0K
1,138,681
+18%
增持
NVDA
Nvidia Corp
-$960.0K
8,264
+2%
增持
BHK
BlackRock Core Bond
+$943.0K
179,200
+115%
增持
LOW
Lowes Companies Inc
-$850.0K
47,502
+5%
减持
VRSK
Verisk Analytics Inc
-$828.0K
14,973
-6%
减持
XLB
Materials Select Sector SPDR ETF
-$822.0K
3,069
-74%
减持
GOOG
Alphabet Inc. Cl C
-$802.0K
910
-9%
减持
VEEV
Veeva SYS Inc CL A
-$793.0K
5,416
-38%
减持
BDX
Becton Dickinson &co
-$783.0K
17,545
-9%
增持
DFAI
DFA Int Core Equity Market ETF
-$742.0K
1,105,261
+13%
增持
MCO
Moodys Corp Com
-$721.0K
33,927
+15%
增持
GLD
SPDR Gold Shares
-$704.0K
61,491
+0%
减持
IWO
iShares Russell 2000 Growth ETF
-$691.0K
929
-73%
增持
NFLX
Netflix Inc.
-$689.0K
3,572
+2%
减持
AWI
Armstrong World Inds Inc New
-$647.0K
30,583
-6%
增持
QQQ
Invesco QQQ Trust
-$645.0K
11,534
+8%
增持
JNJ
Johnson & Johnson
+$621.0K
81,395
+4%
减持
UNP
Union Pacific Corp
-$598.0K
9,660
-1%
增持
INTU
Intuit Com
-$592.0K
6,360
+0%
减持
IWB
iShares Russell 1000 ETF
-$587.0K
13,297
-1%
减持
UNH
UnitedHealth Group Inc.
-$574.0K
19,006
-6%
增持
VIG
Vanguard Dividend Appreciation ETF
-$561.0K
98,867
+9%
减持
CRM
Salesforce.Com Inc
-$493.0K
3,398
-32%
减持
UBER
Uber Technologies Inc
-$492.0K
28,682
-5%
增持
IAU
iShares Gold Trust
-$476.0K
189,429
+0%
减持
EFA
iShares MSCI EAFE ETF
-$470.0K
28,822
-7%
减持
COP
ConocoPhillips
-$469.0K
37,619
-3%
增持
DDOG
Datadog Inc CL A Com
-$465.0K
12,195
+14%
减持
VGT
Vanguard Information Technology ETF
-$462.0K
5,134
-0%
增持
JPM
JPMorgan Chase & Co.
-$461.0K
25,489
+4%
增持
MIDD
Middleby Corp Del
-$458.0K
25,452
+14%
减持
FDS
Factset Research
-$441.0K
8,093
-1%
减持
BA
Boeing Co.
-$430.0K
6,937
-4%
减持
TJX
TJX Companies Inc
-$423.0K
72,740
-2%
减持
XME
SPDR S&P Metals & Mining ETF
-$422.0K
21,910
-2%
增持
CSCO
Cisco Systems Inc
-$410.0K
31,388
+0%
清仓
—
Global-E Online LTD
-$405.0K
0
-100%
增持
—
Luminar Technologies Inc
-$404.0K
41,625
+0%
增持
CCI
Crown Castle Intl
-$401.0K
50,367
+5%
减持
TMO
Thermo Fisher
-$389.0K
1,197
-32%
增持
AXP
American Express Co
-$387.0K
8,351
+1%
减持
ITOT
iShares Core S&P Total U.S. Stock Market ETF
-$365.0K
17,068
-4%
减持
PDI
PIMCO Dynamic Income (FD Com Usd0.00001)
-$346.0K
5,464
-71%
增持
—
Dynavax Technologies
+$346.0K
58,404
+63%
增持
OTIS
Otis Worldwide Corp
-$346.0K
124,094
+5%
增持
EDV
Vanguard Extended Duration Treasury ETF
+$341.0K
39,294
+33%
减持
PANW
Palo Alto Networks
-$334.0K
1,028
-24%
增持
TSLA
Tesla Inc.
-$331.0K
1,016
+8%
清仓
UPST
Upstart Holdings Inc
-$327.0K
0
-100%
增持
PEP
Pepsico Inc.
+$325.0K
57,781
+4%
减持
VDE
Vanguard Energy ETF
-$325.0K
40,180
-0%
减持
XNEAX
Nuveen AMT-Free Quality Muni Inc
-$317.0K
174,252
-3%
增持
SLV
iShares Silver Trust
-$317.0K
79,526
+1%
减持
QCOM
Qualcomm Inc
-$310.0K
12,339
-0%
减持
INTC
Intel Corp Com
-$292.0K
20,995
-3%
减持
SHC
Sotera Health Co
-$286.0K
79,122
-7%
建仓
VTIP
Vanguard Short-Term Infl-Protect Sec ETF
+$286.0K
5,700
建仓
GVIP
Goldman Sachs ETF (trust Hedge Ind Vip Etf)
+$277.0K
3,955
减持
SCHB
Schwab US Broad Market ETF
-$267.0K
1,340
-78%
减持
CPNG
Coupang Inc
-$263.0K
52,636
-0%
增持
—
Linde PLC Com
-$262.0K
16,481
+5%
增持
FXI
iShares China Large-Cap ETF
+$256.0K
14,742
+93%
减持
FCT
First Trust Senior FR Income II
-$250.0K
74,930
-6%
减持
PAYC
Paycom Software Inc
-$234.0K
3,485
-0%
建仓
DFUV
Dimensional US Marketwide Value ETF
+$232.0K
7,341
减持
MMM
3M Company
-$226.0K
6,380
-10%
