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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 150 项
建仓 17
增持 60
减持 68
清仓 5
方向
标的
Δ市值
现股数(环比)
减持
RPAR
RPAR RISK PARITY ETF
-$75.7M
27,929,303
-3%
减持
GUNR
FLEXSHARES GLOBAL UPSTREAM RESOURCES ETF
-$27.8M
2,114,814
-22%
减持
PAVE
GLOBAL X US INFRASTRUCTURE DEV ETF
-$19.3M
53,377
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。
-94%
减持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
-$12.8M
1,909,701
-3%
减持
IWM
ISHARES RUSSELL 2000 ETF
-$11.1M
24,514
-72%
减持
DFIV
DIMENSIONAL INTERNATIONAL VALUE ETF
-$7.7M
10,670
-96%
增持
VAC
MARRIOTT VACATIONS WORLD
+$7.7M
298,362
+20%
减持
ACWI
ISHARES MSCI ACWI ETF
-$6.8M
1,009,220
-1%
增持
SCHP
SCHWAB US TIPS ETF
+$6.5M
4,140,657
+11%
增持
IVV
ISHARES CORE S&P 500 ETF
-$6.4M
574,811
+3%
减持
OEF
ISHARES S&P 100 ETF
-$5.3M
486,233
-0%
增持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
-$4.6M
1,078,825
+0%
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$4.5M
471,197
+11%
增持
GOOGL
ALPHABET INC. CL A
-$4.0M
217,065
+1813%
清仓
—
Annaly Capital
-$4.0M
0
-100%
减持
VDE
VANGUARD ENERGY ETF
-$3.7M
2,769
-93%
增持
DFAE
DFA EMERGING CORE EQUITY MARKET ETF
-$3.3M
1,145,973
+1%
减持
GSG
ISHARES S&P GSCI COMMODITY-INDEXED TRUST
-$3.3M
10,710
-93%
减持
ADBE
ADOBE INC.
-$3.3M
9,307
-41%
增持
VTV
VANGUARD VALUE INDEX ETF
+$3.2M
383,287
+15%
减持
LTPZ
PIMCO 15 YEAR US TIPS ETF
-$3.0M
1,690
-96%
建仓
NLY
ANNALY CAPITAL
+$2.8M
164,047
增持
MSFT
MICROSOFT CORP.
-$2.4M
103,758
+0%
增持
SPY
SPDR S&P 500 ETF
-$2.3M
122,565
+0%
减持
CCI
CROWN CASTLE INTL
-$2.1M
43,822
-13%
增持
VPU
VANGUARD UTILITIES ETF
+$2.1M
16,464
+788%
增持
GLDM
SPDR GOLD MINISHARES
-$2.0M
4,509,671
+7%
增持
VOO
VANGUARD S&P 500 ETF
-$2.0M
144,625
+1%
减持
IVE
ISHARES S&P 500 VALUE ETF
-$1.9M
200,925
-1%
减持
SYY
SYSCO CORP
-$1.9M
96,411
-6%
建仓
REFI
CHICAGO ATLANTIC
+$1.8M
119,570
增持
ELME
WASHINGTON REIT
+$1.8M
193,323
+149%
减持
OTIS
OTIS WORLDWIDE CORP
-$1.7M
110,249
-11%
增持
SNOW
SNOWFLAKE INC
+$1.6M
38,539
+8%
清仓
SHC
Sotera Health Co
-$1.6M
0
-100%
清仓
—
Bright Health Group
-$1.5M
0
-100%
增持
DOCS
DOXIMITY INC
-$1.5M
348,639
+1%
减持
TRTX
TPG RE FINANCE TRUST
-$1.5M
137,118
-49%
减持
ADI
ANALOG DEVICES INC
-$1.4M
79,984
-7%
增持
OMCL
OMNICELL INC
+$1.4M
16,855
+2538%
减持
TIP
ISHARES TIPS BOND ETF
-$1.4M
13,006
-46%
建仓
J
JACOBS SOLUTIONS INC
+$1.3M
12,220
增持
VTIP
VANGUARD SHORT-TERM INFL-PROTECT SEC ETF
+$1.2M
30,990
+444%
减持
SWKS
SKYWORKS SOLUTIONS
-$1.2M
44,783
-17%
减持
JNJ
JOHNSON & JOHNSON
-$1.2M
81,232
-0%
减持
SPGI
S&P GLOBAL INC COM
-$1.2M
16,654
-10%
减持
MCO
MOODYS CORP COM
-$1.2M
33,167
-2%
减持
ZIP
ZIPRECRUITER INC
-$1.2M
14,635
-85%
增持
VHT
VANGUARD HEALTH CARE ETF
+$1.1M
23,948
+31%
增持
GKOS
GLAUKOS CORP COM
+$1.0M
23,337
+444%
减持
FISV
FISERV INC
-$1.0M
83,550
-16%
减持
MA
MASTERCARD INC. CL A
-$1.0M
28,830
-1%
减持
GLD
SPDR GOLD SHARES
-$1.0M
60,366
-2%
增持
NKE
NIKE INC. B
-$966.0K
47,218
+2%
减持
LKQ
LKQ CORP COM
-$927.0K
104,590
-12%
增持
NVST
ENVISTA HOLDINGS
+$907.0K
95,642
+65%
减持
V
VISA INC A
-$892.0K
22,642
-5%
减持
—
MEDTRONIC PLC
-$886.0K
58,512
-6%
增持
UPAR
UPAR ULTRA RISK PARITY ETF
-$821.0K
546,661
+6%
减持
DLTR
DOLLAR TREE INC COM
-$752.0K
25,317
-6%
减持
VNQ
VANGUARD REAL ESTATE INDEX FUND ETF
-$748.0K
64,435
-1%
减持
CL
COLGATE-PALMOLIVE CO
-$747.0K
69,519
-1%
减持
VEEV
VEEVA SYS INC CL A
-$713.0K
2,186
-60%
减持
ORCL
ORACLE CORP.
-$677.0K
67,470
-2%
增持
VTWO
VANGUARD RUSSELL 2000 ETF
-$649.0K
565,266
+1%
增持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
-$643.0K
100,187
+1%
减持
CME
CME GROUP INC COM CL
-$627.0K
19,515
-2%
减持
VRSN
VERISIGN INC
-$613.0K
20,744
-18%
增持
AMZN
AMAZON.COM
+$586.0K
87,127
+1%
减持
BDX
BECTON DICKINSON &CO
-$497.0K
17,179
-2%
减持
VRSK
VERISK ANALYTICS INC
-$491.0K
12,320
-18%
减持
SHW
SHERWIN WILLIAMS CO.
-$461.0K
17,903
-3%
减持
WRBY
WARBY PARKER INC
-$453.0K
4,238
-91%
减持
UNH
UNITEDHEALTH GROUP INC.
-$449.0K
18,440
-3%
增持
DFAI
DFA INT CORE EQUITY MARKET ETF
+$422.0K
1,256,495
+14%
减持
XLK
TECHNOLOGY SELECT SECTOR SPDR ETF
-$418.0K
2,610
-54%
建仓
UGL
PROSHARES ULTRA GOLD ETF
+$408.0K
8,699
减持
ASAN
ASANA INC A
-$387.0K
29,910
-50%
增持
ABBV
ABBVIE INC
-$379.0K
20,102
+0%
减持
TJX
TJX COMPANIES INC
+$375.0K
71,440
-2%
增持
TD
TORONTO-DOMINION
+$365.0K
33,918
+30%
减持
QQQ
INVESCO QQQ TRUST
-$353.0K
10,778
-7%
减持
ZM
ZOOM VIDEO
-$350.0K
5,481
-21%
增持
PG
PROCTER AND GAMBLE
-$349.0K
28,807
+4%
减持
PEP
PEPSICO INC.
-$345.0K
56,870
-2%
减持
PFE
PFIZER INC
-$323.0K
36,755
-0%
减持
PGF
INVESCO FINANCIAL PREFERRED ETF
-$316.0K
491,533
-1%
增持
BXMT
BLACKSTONE MORTGAGE
-$311.0K
148,176
+9%
增持
DFAU
DFA US CORE EQUITY MARKET ETF
-$308.0K
1,012,242
+4%
减持
NVDA
NVIDIA CORP
-$305.0K
7,807
-6%
建仓
SPMD
SPDR PORTFOLIO S&P 400 MID CAP ETF
+$297.0K
7,707
减持
COP
CONOCOPHILLIPS
-$295.0K
29,978
-20%
增持
IAU
ISHARES GOLD TRUST
-$285.0K
197,097
+4%
减持
META
META PLATFORMS INC.
-$282.0K
7,648
-5%
减持
SCHF
SCHWAB INTERNATIONAL EQUITY ETF
-$281.0K
5,767
-59%
增持
CHD
CHURCH & DWIGHT
-$272.0K
12,929
+0%
减持
T
AT&T INC
-$269.0K
45,699
-1%
增持
AVDE
AMERICAN CENTURY AVANTIS INTL EQUITY ETF
+$267.0K
7,172
+508%
减持
—
INARI MED INC COM
+$267.0K
63,072
-1%
减持
MTD
METTLER-TOLEDO
-$264.0K
2,615
-3%
增持
DSL
DOUBLELINE INCOME SOLUTIONS
-$264.0K
219,282
+1%
减持
LOW
LOWES COMPANIES INC
+$264.0K
45,583
-4%
增持
HD
HOME DEPOT INC.
+$258.0K
3,758
+32%
增持
CXM
SPRINKLR INC
+$250.0K
37,704
+290%
减持
EA
ELECTRONIC ARTS
-$244.0K
10,405
-13%
建仓
IEF
ISHARES 7-10 YEAR TREASURY BOND ETF
+$240.0K
2,505
建仓
FLJP
FRANKLIN FTSE JAPAN ETF
+$236.0K
10,870
减持
VZ
VERIZON
-$232.0K
15,373
-4%
减持
LEN
LENNAR CORP COM
-$228.0K
1,411
-70%
清仓
XLB
Materials Select Sector SPDR ETF
-$226.0K
0
-100%
建仓
—
PROSHARES ULTRAPRO SHORT QQQ
+$225.0K
3,667
建仓
GNR
SPDR S&P GLOBAL NATURAL RESOURCES ETF
+$219.0K
4,419
建仓
—
PROSHARES ULTRASHORT TECHNOLOGY ETF
+$219.0K
8,948
增持
XLV
HEALTHCARE SELECT SECTOR SPDR ETF
+$217.0K
10,364
+28%
增持
—
LINDE PLC COM
-$217.0K
16,773
+2%
建仓
—
PROSHARES ULTRASHORT FTSE CHINA 50
+$216.0K
4,170
建仓
—
PROSHARES ULTRASHORT REAL ESTATE
+$207.0K
9,955
减持
EFA
ISHARES MSCI EAFE ETF
-$206.0K
28,478
-1%
建仓
—
PROSHARES ULTRASHORT S&P 500 ETF
+$206.0K
3,777
建仓
—
PROSHARES ULTRASHORT FINANCIALS ETF
+$206.0K
8,278
建仓
—
PROSHARES ULTRASHORT RUSSEL 2000 ETF
+$204.0K
10,460
增持
LMT
LOCKHEED MARTIN CORP
+$204.0K
907
+168%
增持
XNEAX
NUVEEN AMT-FREE QUALITY MUNI INC
-$200.0K
174,331
+0%
建仓
—
PROSHARES ULTRASHORT FTSE EUROPE ETF
+$199.0K
10,101
建仓
DBEF
XTRACKERS MSCI EAFE HEDGED EQUITY
+$195.0K
5,817
增持
GOOG
ALPHABET INC. CL C
-$192.0K
19,606
+2055%
减持
QCOM
QUALCOMM INC.
-$190.0K
12,267
-1%
增持
SCHB
SCHWAB US BROAD MARKET ETF
+$189.0K
5,918
+342%
减持
NFLX
NETFLIX INC.
+$189.0K
3,457
-3%
减持
AZO
AUTOZONE INC COM
-$186.0K
3,404
-2%
增持
KO
THE COCA COLA CO.
+$182.0K
16,094
+52%
增持
VCV
INVESCO CALIFORNIA VALUE MUNICIPAL INCOME TRUST
-$179.0K
114,365
+0%
清仓
SCHE
Schwab Emerging Markets Equity ETF
-$176.0K
0
-100%
增持
NAC
NUVEEN CA QUALITY MUNI INCOME
-$175.0K
128,982
+0%
增持
VT
VANGUARD TOTAL WORLD STOCK
+$175.0K
12,943
+31%
增持
MRSH
MARSH & MCLENNAN COMPANIES, INC.
+$174.0K
1,379
+576%
增持
INTC
INTEL CORP COM
-$167.0K
23,977
+14%
减持
IWB
ISHARES RUSSELL 1000 ETF
-$164.0K
13,169
-1%
增持
RSG
REPUBLIC SERVICES
+$162.0K
1,255
+1719%
增持
VAW
VANGUARD MATERIALS ETF
+$161.0K
2,422
+94%
减持
AAP
ADVANCE AUTO PARTS
-$161.0K
429
-67%
增持
TSLA
TESLA INC.
+$156.0K
3,167
+212%
增持
AAPL
APPLE INC.
+$147.0K
199,087
+1%
增持
ABT
ABBOTT LABORATORIES
-$146.0K
13,543
+1%
减持
UBER
UBER TECHNOLOGIES INC
+$144.0K
27,600
-4%
增持
RTX
RAYTHEON TECHNOLOGIES
-$143.0K
13,816
+6%
增持
TXN
TEXAS INSTRUMENTS
+$143.0K
2,275
+67%
增持
ROK
ROCKWELL AUTOMATION
+$140.0K
2,788
+21%
增持
XLP
CONSUMER STAPLES SELECT SECTOR SPDR ETF
+$138.0K
118,414
+10%
增持
SBUX
STARBUCKS CORP.
+$135.0K
7,089
+17%
