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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 21
增持 43
减持 56
清仓 30
方向
标的
Δ市值
现股数(环比)
增持
RPAR
TIDAL ETF TR
+$33.0M
25,243,414
+2%
减持
VGIT
VANGUARD SCOTTSDALE FDS
-$28.4M
186,767
-72%
清仓
DOCS
DOXIMITY INC
-$23.4M
0
-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。
清仓
CM
CANADIAN IMPERIAL BK COMM TO
-$22.2M
0
-100%
增持
IVV
ISHARES TR
+$19.9M
541,468
+3%
增持
GLDM
WORLD GOLD TR
+$19.4M
5,045,680
+3%
清仓
BNS
BANK NOVA SCOTIA HALIFAX
-$19.0M
0
-100%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$14.3M
1,193,250
-27%
增持
SCHP
SCHWAB STRATEGIC TR
+$13.3M
2,918,087
+6%
减持
VONE
VANGUARD SCOTTSDALE FDS
-$12.3M
122,645
-39%
减持
LTPZ
PIMCO ETF TR
-$8.4M
56,819
-72%
增持
AAPL
APPLE INC
+$6.5M
553,549
+16%
增持
VTIP
VANGUARD MALVERN FDS
+$6.1M
326,683
+61%
增持
META
META PLATFORMS INC
+$5.8M
79,133
+94%
建仓
—
LINDE PLC
+$5.7M
16,051
清仓
BRZE
BRAZE INC
-$5.4M
0
-100%
清仓
—
LINDE PLC
-$5.4M
0
-100%
减持
MSFT
MICROSOFT CORP
+$4.6M
101,010
-1%
减持
OEF
ISHARES TR
+$4.5M
463,293
-4%
减持
IVE
ISHARES TR
-$3.6M
169,416
-16%
增持
VOO
VANGUARD INDEX FDS
+$3.5M
133,665
+0%
减持
IWR
ISHARES TR
-$3.4M
95,489
-36%
增持
GOOGL
ALPHABET INC
+$2.8M
291,567
+4%
增持
VTWO
VANGUARD SCOTTSDALE FDS
+$2.8M
517,150
+6%
减持
ACWI
ISHARES TR
+$2.7M
949,513
-4%
减持
ESGV
VANGUARD WORLD FD
-$2.3M
158,588
-23%
减持
VTI
VANGUARD INDEX FDS
+$2.3M
452,783
-4%
清仓
TD
TORONTO DOMINION BK ONT
-$2.2M
0
-100%
减持
DFAI
DIMENSIONAL ETF TRUST
+$2.0M
1,371,615
-2%
减持
JNJ
JOHNSON & JOHNSON
-$2.0M
79,993
-2%
减持
VTV
VANGUARD INDEX FDS
-$1.7M
393,566
-2%
增持
SNOW
SNOWFLAKE INC
+$1.6M
45,121
+20%
增持
AMZN
AMAZON COM INC
+$1.5M
188,783
+11%
减持
VAC
MARRIOTT VACATIONS WORLDWIDE
-$1.5M
288,361
-3%
增持
UPAR
TIDAL ETF TR
+$1.4M
418,237
+22%
清仓
AWI
ARMSTRONG WORLD INDS INC NEW
-$1.3M
0
-100%
减持
SPY
SPDR S&P 500 ETF TR
+$1.3M
115,956
-4%
减持
EDV
VANGUARD WORLD FD
-$1.2M
73,007
-23%
减持
UNH
UNITEDHEALTH GROUP INC
-$1.2M
18,018
-2%
清仓
PMVP
PMV PHARMACEUTICALS INC
-$1.2M
0
-100%
减持
SYY
SYSCO CORP
-$1.1M
43,404
-26%
减持
BXMT
BLACKSTONE MTG TR INC
-$1.1M
156,950
-16%
建仓
ACRE
ARES COML REAL ESTATE CORP
+$1.1M
122,000
减持
LKQ
LKQ CORP
-$1.1M
64,637
-27%
减持
VSGX
VANGUARD WORLD FD
-$1.1M
91,526
-23%
清仓
GKOS
GLAUKOS CORP
-$1.0M
0
-100%
增持
NVDA
NVIDIA CORPORATION
+$973.9K
6,906
+7%
减持
VWO
VANGUARD INTL EQUITY INDEX F
+$914.2K
1,140,473
-2%
减持
DFAE
DIMENSIONAL ETF TRUST
+$902.9K
1,190,605
-1%
减持
MSCI
MSCI INC
+$899.4K
10,686
-2%
减持
VHT
VANGUARD WORLD FDS
-$860.7K
14,742
-16%
增持
VDE
VANGUARD WORLD FDS
+$853.7K
10,411
+276%
减持
TIP
ISHARES TR
-$817.8K
1,033,425
-2%
增持
GLD
SPDR GOLD TR
+$806.7K
57,776
+0%
减持
NLY
ANNALY CAPITAL MANAGEMENT IN
-$762.9K
145,308
-16%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$759.6K
100,121
+4%
增持
VRSK
VERISK ANALYTICS INC
+$695.1K
16,902
+17%
减持
MCO
MOODYS CORP
+$682.2K
32,331
-2%
减持
MBB
ISHARES TR
+$679.4K
592,883
-1%
清仓
VCSH
VANGUARD SCOTTSDALE FDS
-$676.7K
0
-100%
减持
ORCL
ORACLE CORP
+$665.7K
67,173
-2%
增持
VZ
VERIZON COMMUNICATIONS INC
+$630.8K
31,358
+110%
清仓
—
DYNAVAX TECHNOLOGIES CORP
-$621.4K
0
-100%
减持
CCI
CROWN CASTLE INC
-$608.9K
29,280
-12%
增持
WM
WASTE MGMT INC DEL
+$579.5K
28,104
+10%
清仓
AI
C3 AI INC
-$568.6K
0
-100%
增持
COP
CONOCOPHILLIPS
-$559.2K
30,713
+1%
减持
VT
VANGUARD INTL EQUITY INDEX F
-$545.7K
10,943
-39%
增持
GUNR
FLEXSHARES TR
+$529.4K
2,449,331
+3%
建仓
MBLY
MOBILEYE GLOBAL INC
+$527.9K
12,200
减持
CL
COLGATE PALMOLIVE CO
-$510.4K
65,946
-5%
清仓
FNDX
SCHWAB STRATEGIC TR
-$492.6K
0
-100%
增持
NKE
NIKE INC
-$479.6K
270,975
+3%
增持
DIS
DISNEY WALT CO
+$478.1K
72,197
+5%
建仓
TSI
TCW STRATEGIC INCOME FD INC
+$474.0K
100,000
减持
EMXC
ISHARES INC
-$469.9K
864,641
-4%
减持
BND
VANGUARD BD INDEX FDS
-$456.5K
5,299
-55%
减持
MA
MASTERCARD INCORPORATED
+$444.2K
29,053
-0%
增持
—
LABORATORY CORP AMER HLDGS
+$435.6K
19,401
+14%
减持
MMM
3M CO
-$381.5K
3,106
-47%
建仓
PCOR
PROCORE TECHNOLOGIES INC
+$375.4K
5,994
增持
INTU
INTUIT
+$373.2K
6,385
+0%
增持
VGT
VANGUARD WORLD FDS
+$359.7K
3,777
+10%
增持
TSLA
TESLA INC
+$355.2K
3,503
+16%
减持
EA
ELECTRONIC ARTS INC
-$347.4K
16,646
-14%
减持
ADI
ANALOG DEVICES INC
+$343.9K
52,329
-14%
减持
QQQ
INVESCO QQQ TR
+$335.0K
11,932
-9%
清仓
VOE
VANGUARD INDEX FDS
-$333.5K
0
-100%
增持
PFE
PFIZER INC
-$330.0K
39,961
+4%
减持
SHW
SHERWIN WILLIAMS CO
-$324.6K
17,210
-3%
减持
CARR
CARRIER GLOBAL CORPORATION
+$322.8K
105,925
-1%
减持
SPGI
S&P GLOBAL INC
-$311.2K
12,805
-9%
减持
CME
CME GROUP INC
+$299.7K
19,108
-2%
增持
GDX
VANECK ETF TRUST
+$293.8K
31,144
+25%
清仓
SWK
STANLEY BLACK & DECKER INC
-$291.8K
0
-100%
增持
GOOG
ALPHABET INC
+$291.5K
115,923
+14%
建仓
CBRE
CBRE GROUP INC
+$283.4K
3,893
建仓
AVEM
AMERICAN CENTY ETF TR
+$278.0K
5,256
增持
QCOM
QUALCOMM INC
+$277.7K
13,989
+2%
清仓
—
MEDTRONIC PLC
-$274.7K
0
-100%
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$265.6K
2,841
清仓
PSX
PHILLIPS 66
-$264.6K
0
-100%
建仓
CAT
CATERPILLAR INC
+$263.2K
1,150
清仓
FXI
ISHARES TR
-$261.1K
0
-100%
减持
AMGN
AMGEN INC
-$259.6K
7,936
-4%
清仓
—
COUPA SOFTWARE INC
-$256.7K
0
-100%
建仓
IEF
ISHARES TR
+$246.3K
2,485
清仓
SCHR
SCHWAB STRATEGIC TR
-$240.5K
0
-100%
建仓
—
WIX COM LTD
+$238.9K
2,394
清仓
FNDA
SCHWAB STRATEGIC TR
-$238.5K
0
-100%
增持
VMC
VULCAN MATLS CO
+$238.2K
17,061
+11%
减持
MIDD
MIDDLEBY CORP
+$231.5K
24,239
-2%
清仓
ALL
ALLSTATE CORP
-$230.1K
0
-100%
建仓
MSI
MOTOROLA SOLUTIONS INC
+$225.7K
786
建仓
BKNG
BOOKING HOLDINGS INC
+$225.5K
85
建仓
WAL
WESTERN ALLIANCE BANCORP
+$225.1K
6,335
建仓
NVO
NOVO-NORDISK A S
+$225.1K
1,404
清仓
XPCQX
PIMCO CALIF MUN INCOME FD
-$218.5K
0
-100%
减持
GGG
GRACO INC
+$217.4K
52,162
-2%
建仓
TMUS
T-MOBILE US INC
+$214.7K
1,482
建仓
ZTS
ZOETIS INC
+$212.4K
1,276
减持
HD
HOME DEPOT INC
-$212.2K
2,905
-14%
建仓
BOTZ
GLOBAL X FDS
+$211.5K
8,294
清仓
—
SOURCE CAP INC
-$210.7K
0
-100%
增持
VRSN
VERISIGN INC
+$210.4K
16,050
+4%
建仓
PLD
PROLOGIS INC.
+$210.1K
1,684
清仓
PRU
PRUDENTIAL FINL INC
-$207.8K
0
-100%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
-$207.0K
7,820
-18%
清仓
BAX
BAXTER INTL INC
-$207.0K
0
-100%
清仓
WEN
WENDYS CO
-$206.4K
0
-100%
建仓
DBEF
DBX ETF TR
+$204.8K
5,817
增持
CDZI
CADIZ INC
+$204.6K
62,800
+220%
减持
TJX
TJX COS INC NEW
-$204.2K
69,854
-2%
减持
DLTR
DOLLAR TREE INC
-$203.8K
18,247
-9%
清仓
OZK
BANK OZK LITTLE ROCK ARK
-$203.0K
0
-100%
清仓
XEL
XCEL ENERGY INC
-$202.1K
0
-100%
建仓
SCHF
SCHWAB STRATEGIC TR
+$200.7K
5,767
减持
BDX
BECTON DICKINSON & CO
-$199.9K
16,778
-2%
减持
JPM
JPMORGAN CHASE & CO
-$196.3K
24,766
-3%
减持
AZO
AUTOZONE INC
-$194.4K
3,323
-2%
增持
V
VISA INC
-$189.9K
318,293
+7%
增持
UBER
UBER TECHNOLOGIES INC
+$184.8K
25,747
+1%
增持
SYK
STRYKER CORPORATION
+$184.7K
4,483
+0%
清仓
—
KALVISTA PHARMACEUTICALS INC
-$172.9K
0
-100%
增持
ITA
ISHARES TR
+$168.2K
3,211
+78%
增持
COST
COSTCO WHSL CORP NEW
+$165.8K
1,131
+30%
减持
—
BLACKROCK INC
-$161.4K
93,913
-6%
增持
—
MARQETA INC
-$158.0K
102,614
+0%
增持
CRM
SALESFORCE INC
+$157.8K
46,663
+47%
增持
AXP
AMERICAN EXPRESS CO
+$152.5K
7,986
+1%
