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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 150 项
建仓 9
增持 71
减持 56
清仓 14
方向
标的
Δ市值
现股数(环比)
增持
TIP
ISHARES TR
+$84.8M
1,057,544
+8031%
减持
SCHP
SCHWAB STRATEGIC TR
-$71.2M
2,763,502
-33%
增持
MBB
ISHARES TR
+$55.4M
598,214
+48299%
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
VGIT
VANGUARD SCOTTSDALE FDS
+$39.5M
676,670
+175203%
增持
EMXC
ISHARES INC
+$37.5M
897,683
+21355%
增持
VONE
VANGUARD SCOTTSDALE FDS
+$35.2M
201,825
+186775%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$29.0M
1,625,034
+51%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$24.4M
1,158,568
-39%
增持
GLDM
WORLD GOLD TR
+$23.8M
4,891,579
+8%
减持
RPAR
TIDAL ETF TR
-$23.2M
24,732,646
-11%
增持
GUNR
FLEXSHARES TR
+$19.0M
2,374,192
+12%
建仓
ESGV
VANGUARD WORLD FD
+$13.6M
207,039
增持
DOCS
DOXIMITY INC
+$12.9M
697,883
+100%
增持
LTPZ
PIMCO ETF TR
+$11.8M
202,654
+11891%
增持
IWR
ISHARES TR
+$9.0M
149,068
+754%
增持
VTV
VANGUARD INDEX FDS
+$8.8M
399,681
+4%
增持
VTIP
VANGUARD MALVERN FDS
+$8.0M
202,883
+555%
增持
DFAI
DIMENSIONAL ETF TRUST
+$7.8M
1,395,006
+11%
建仓
VSGX
VANGUARD WORLD FD
+$5.9M
119,366
增持
VTI
VANGUARD INDEX FDS
+$5.6M
471,547
+0%
减持
ACWI
ISHARES TR
+$5.3M
987,970
-2%
减持
EEM
ISHARES TR
-$5.1M
66,042
-70%
增持
DFAU
DIMENSIONAL ETF TRUST
+$5.0M
1,126,933
+11%
减持
—
MEDTRONIC PLC
-$4.5M
3,512
-94%
减持
FISV
FISERV INC
-$4.1M
36,530
-56%
增持
EDV
VANGUARD WORLD FD
+$4.0M
94,555
+115%
增持
—
LABORATORY CORP AMER HLDGS
+$4.0M
17,052
+85160%
减持
IVV
ISHARES TR
-$3.5M
527,422
-8%
增持
IVE
ISHARES TR
+$3.5M
202,125
+1%
增持
DFAE
DIMENSIONAL ETF TRUST
+$3.5M
1,207,510
+5%
清仓
ELME
WASHINGTON REIT
-$3.4M
0
-100%
减持
VTWO
VANGUARD SCOTTSDALE FDS
-$3.3M
490,163
-13%
减持
OEF
ISHARES TR
+$3.1M
481,634
-1%
增持
GOOGL
ALPHABET INC
-$2.9M
279,776
+29%
减持
LOW
LOWES COS INC
-$2.5M
30,257
-34%
增持
AMZN
AMAZON COM INC
-$2.4M
169,868
+95%
减持
SPY
SPDR S&P 500 ETF TR
+$2.4M
120,675
-2%
减持
SYY
SYSCO CORP
-$2.3M
58,841
-39%
减持
VPU
VANGUARD WORLD FDS
-$2.1M
1,714
-90%
增持
S
SENTINELONE INC
+$2.0M
141,179
+24668%
减持
UPAR
TIDAL ETF TR
-$2.0M
344,218
-37%
建仓
BIIB
BIOGEN INC
+$2.0M
7,064
增持
MA
MASTERCARD INCORPORATED
+$1.9M
29,085
+1%
增持
SM
SM ENERGY CO
+$1.8M
226,543
+41%
减持
CCI
CROWN CASTLE INC
-$1.8M
33,380
-24%
清仓
REFI
CHICAGO ATLANTIC
-$1.8M
0
-100%
增持
CM
CANADIAN IMPERIAL BK COMM TO
-$1.8M
540,809
+0%
增持
NKE
NIKE INC
+$1.7M
264,085
+459%
清仓
OMCL
OMNICELL INC
-$1.5M
0
-100%
增持
ORCL
ORACLE CORP
+$1.5M
68,216
+1%
增持
AAPL
APPLE INC
-$1.4M
478,361
+140%
减持
WM
WASTE MGMT INC DEL
-$1.2M
25,537
-22%
减持
TJX
TJX COS INC NEW
+$1.2M
71,331
-0%
增持
IAU
ISHARES GOLD TR
+$1.2M
214,132
+9%
减持
ADI
ANALOG DEVICES INC
-$1.2M
60,821
-24%
减持
SNOW
SNOWFLAKE INC
-$1.2M
37,601
-2%
减持
MCO
MOODYS CORP
+$1.1M
33,062
-0%
增持
EA
ELECTRONIC ARTS INC
+$1.1M
19,254
+85%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$1.1M
96,544
-4%
增持
JNJ
JOHNSON & JOHNSON
+$1.1M
81,341
+0%
减持
IWN
ISHARES TR
-$1.1M
1,893
-82%
减持
AZO
AUTOZONE INC
+$1.1M
3,391
-0%
减持
PEP
PEPSICO INC
+$1.0M
56,787
-0%
增持
META
META PLATFORMS INC
+$1.0M
40,739
+433%
增持
XLP
SELECT SECTOR SPDR TR
+$1.0M
143,543
+21%
减持
VHT
VANGUARD WORLD FDS
-$1.0M
17,642
-26%
减持
AWI
ARMSTRONG WORLD INDS INC NEW
-$986.1K
18,762
-35%
增持
AGG
ISHARES TR
+$984.9K
17,258
+141%
减持
MTD
METTLER TOLEDO INTERNATIONAL
+$937.6K
2,610
-0%
减持
VOO
VANGUARD INDEX FDS
-$933.6K
133,083
-8%
增持
NVST
ENVISTA HOLDINGS CORPORATION
+$916.7K
120,425
+26%
减持
—
LINDE PLC
+$846.7K
16,459
-2%
增持
NLY
ANNALY CAPITAL MANAGEMENT IN
+$834.0K
173,102
+6%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$828.5K
13,909
+7%
增持
V
VISA INC
+$813.9K
296,102
+1208%
增持
PG
PROCTER AND GAMBLE CO
+$754.6K
28,976
+1%
增持
—
EXXON MOBIL CORP
+$727.9K
27,823
+4%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$659.6K
9,570
+3%
减持
JPM
JPMORGAN CHASE & CO
+$650.6K
25,530
-4%
减持
DLTR
DOLLAR TREE INC
-$622.9K
19,960
-21%
建仓
TLT
ISHARES TR
+$619.2K
6,219
增持
QQQ
INVESCO QQQ TR
+$614.0K
13,144
+22%
减持
CL
COLGATE PALMOLIVE CO
+$582.2K
69,377
-0%
增持
CARR
CARRIER GLOBAL CORPORATION
+$575.9K
107,053
+8%
增持
ESGE
ISHARES INC
+$562.5K
25,755
+236%
增持
NOC
NORTHROP GRUMMAN CORP
+$559.1K
1,091
+1336%
增持
ABBV
ABBVIE INC
+$556.9K
20,141
+0%
增持
BNS
BANK NOVA SCOTIA HALIFAX
+$554.2K
387,367
+0%
增持
—
INARI MED INC
-$542.6K
63,552
+1%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$532.4K
18,023
+39%
减持
SHW
SHERWIN WILLIAMS CO
+$526.9K
17,667
-1%
减持
BDX
BECTON DICKINSON & CO
+$525.2K
17,118
-0%
增持
COP
CONOCOPHILLIPS
+$514.7K
30,537
+2%
减持
MTN
VAIL RESORTS INC
-$510.6K
10,686
-25%
增持
BXMT
BLACKSTONE MTG TR INC
+$505.7K
186,126
+26%
减持
IWD
ISHARES TR
-$503.5K
2,074
-66%
增持
PWR
QUANTA SVCS INC
+$503.4K
3,573
+7344%
减持
VGT
VANGUARD WORLD FDS
-$485.6K
3,432
-33%
减持
BA
BOEING CO
+$480.7K
6,938
-0%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$478.6K
4,680
+25%
减持
TSLA
TESLA INC
-$468.5K
3,016
-5%
减持
MSCI
MSCI INC
+$466.6K
10,924
-0%
增持
VRSK
VERISK ANALYTICS INC
+$446.7K
14,441
+17%
减持
GLD
SPDR GOLD TR
+$442.1K
57,646
-5%
减持
VMC
VULCAN MATLS CO
-$423.2K
15,355
-22%
建仓
RING
ISHARES INC
+$422.7K
18,929
减持
VRSN
VERISIGN INC
-$421.6K
15,486
-25%
建仓
WCN
WASTE CONNECTIONS INC
+$401.7K
3,030
减持
OTIS
OTIS WORLDWIDE CORP
+$398.0K
102,933
-7%
减持
UNH
UNITEDHEALTH GROUP INC
+$394.1K
18,309
-1%
增持
MUB
ISHARES TR
+$386.3K
3,813
+2360%
减持
GGG
GRACO INC
+$382.9K
53,388
-0%
清仓
SDY
SPDR S&P DIVIDEND ETF
-$377.0K
0
-100%
增持
MRK
MERCK & CO INC
+$371.5K
117,654
+1556%
增持
CGW
INVESCO EXCH TRADED FD TR II
+$370.3K
51,893
+4%
增持
AMGN
AMGEN INC
+$363.0K
8,293
+3%
减持
AVB
AVALONBAY CMNTYS INC
-$360.6K
1,774
-49%
减持
T
AT&T INC
-$359.6K
18,545
-59%
减持
SPGI
S&P GLOBAL INC
-$359.1K
14,110
-15%
减持
SLV
ISHARES SILVER TR
+$358.9K
84,825
-2%
增持
PFE
PFIZER INC
+$352.4K
38,258
+4%
增持
XNCMX
NUVEEN CALIFORNIA AMT QLT MU
+$352.2K
170,257
+16%
减持
MSFT
MICROSOFT CORP
+$338.4K
102,174
-2%
减持
PGF
INVESCO EXCHANGE TRADED FD T
-$337.1K
489,994
-0%
清仓
SIL
GLOBAL X SILVER MINERS ETF
-$335.0K
0
-100%
增持
VUG
VANGUARD INDEX FDS
+$329.7K
4,334
+56%
减持
ESS
ESSEX PPTY TR INC
-$328.2K
1,260
-49%
建仓
LNG
CHENIERE ENERGY INC
+$326.9K
2,180
增持
CF
CF INDS HLDGS INC
+$320.7K
4,222
+942%
增持
AMT
AMERICAN TOWER CORP NEW
+$315.8K
1,962
+308%
建仓
SLVP
ISHARES INC
+$298.4K
28,394
清仓
—
BROOKFIELD INFRASTRUCTURE PARTNERS LP
-$296.0K
0
-100%
清仓
ZTS
ZOETIS INC COM
-$275.0K
0
-100%
清仓
CGBD
TCG BDC INC
-$264.0K
0
-100%
增持
CSCO
CISCO SYS INC
+$263.6K
33,452
+1%
增持
DHR
DANAHER CORPORATION
+$262.0K
8,266
+11%
清仓
DEO
DIAGEO ADR EACH REPR
-$254.0K
0
-100%
清仓
—
BROOKFIELD INFRASTRUCTURE CORP
-$254.0K
0
-100%
增持
ROST
ROSS STORES INC
+$253.4K
7,921
+0%
减持
XLE
SELECT SECTOR SPDR TR
+$251.5K
17,772
-2%
减持
IWF
ISHARES TR
-$247.5K
2,229
-35%
清仓
VB
VANGUARD SMALL-CAP ETF
-$246.0K
0
-100%
建仓
SCHR
SCHWAB STRATEGIC TR
+$240.5K
4,885
清仓
IEF
ISHARES 7-10 YEAR TREASURY BOND ETF
-$240.0K
0
-100%
增持
ABT
ABBOTT LABS
+$237.3K
14,093
+4%
增持
PFF
ISHARES TR
+$235.4K
22,350
+59%
增持
GOOG
ALPHABET INC
+$232.0K
101,847
+419%
清仓
—
PROSHARES ULTRAPRO SHORT QQQ
-$225.0K
0
-100%
清仓
—
PROSHARES ULTRASHORT TECHNOLOGY ETF
-$219.0K
0
-100%
增持
CVX
CHEVRON CORP NEW
+$216.8K
5,582
+2%
