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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 31
增持 57
减持 46
清仓 16
方向
标的
Δ市值
现股数(环比)
增持
IVV
ISHARES TR
+$30.4M
567,521
+5%
减持
RPAR
TIDAL ETF TR
-$14.1M
24,942,437
-1%
增持
SCHP
SCHWAB STRATEGIC TR
+$13.1M
3,233,344
+11%
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
OEF
ISHARES TR
+$10.7M
470,013
+1%
减持
AAPL
APPLE INC
+$8.4M
209,967
-62%
增持
VTI
VANGUARD INDEX FDS
+$8.3M
457,383
+1%
增持
GLDM
WORLD GOLD TR
+$8.2M
5,250,545
+4%
增持
SPY
SPDR S&P 500 ETF TR
+$6.8M
122,389
+6%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$6.2M
1,300,664
+9%
增持
VAC
MARRIOTT VACATIONS WORLDWIDE
+$5.8M
364,072
+26%
减持
MSFT
MICROSOFT CORP
+$5.0M
100,216
-1%
增持
ACWI
ISHARES TR
+$4.9M
953,103
+0%
减持
TIP
ISHARES TR
-$4.5M
751,762
-27%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$4.3M
1,028,013
-10%
增持
DFAU
DIMENSIONAL ETF TRUST
+$4.2M
1,116,340
+6%
增持
JNJ
JOHNSON & JOHNSON
+$3.9M
98,242
+23%
减持
META
META PLATFORMS INC
+$3.6M
39,730
-50%
减持
AMZN
AMAZON COM INC
+$3.1M
91,298
-52%
清仓
CGW
INVESCO EXCH TRADED FD TR II
-$2.6M
0
-100%
减持
FISV
FISERV INC
-$2.5M
8,723
-73%
增持
VTWO
VANGUARD SCOTTSDALE FDS
+$2.3M
523,302
+1%
增持
VTV
VANGUARD INDEX FDS
+$2.3M
398,467
+1%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$2.2M
107,895
+8%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$2.0M
10,330
+32%
增持
VTIP
VANGUARD MALVERN FDS
+$2.0M
372,286
+14%
清仓
BIIB
BIOGEN INC
-$2.0M
0
-100%
建仓
LYV
LIVE NATION ENTERTAINMENT IN
+$1.9M
21,395
清仓
BHK
BLACKROCK CORE BD TR
-$1.9M
0
-100%
减持
GOOGL
ALPHABET INC
-$1.9M
155,826
-47%
增持
UBER
UBER TECHNOLOGIES INC
+$1.8M
60,299
+134%
增持
MA
MASTERCARD INCORPORATED
+$1.7M
31,289
+8%
减持
VOO
VANGUARD INDEX FDS
+$1.7M
127,124
-5%
增持
SNOW
SNOWFLAKE INC
+$1.7M
49,050
+9%
减持
NVST
ENVISTA HOLDINGS CORPORATION
-$1.6M
72,304
-27%
减持
VNQ
VANGUARD INDEX FDS
-$1.5M
42,703
-31%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$1.5M
216,353
+16%
增持
DFAI
DIMENSIONAL ETF TRUST
+$1.4M
1,404,473
+2%
增持
—
LINDE PLC
+$1.4M
18,579
+16%
减持
IVE
ISHARES TR
+$1.3M
167,873
-1%
增持
NVDA
NVIDIA CORPORATION
+$1.3M
7,676
+11%
增持
LOW
LOWES COS INC
+$1.3M
32,197
+8%
增持
TJX
TJX COS INC NEW
+$1.2M
79,031
+13%
增持
OBDC
OWL ROCK CAPITAL CORPORATION
+$1.2M
122,812
+202%
增持
QQQ
INVESCO QQQ TR
+$1.1M
13,392
+12%
增持
CME
CME GROUP INC
+$1.1M
25,581
+34%
减持
CCI
CROWN CASTLE INC
-$1.1M
25,124
-14%
增持
DFAE
DIMENSIONAL ETF TRUST
+$1.0M
1,212,541
+2%
减持
ESGV
VANGUARD WORLD FD
-$1.0M
132,361
-17%
增持
SHW
SHERWIN WILLIAMS CO
+$964.5K
18,201
+6%
减持
MRK
MERCK & CO INC
+$798.7K
14,098
-88%
增持
BXMT
BLACKSTONE MTG TR INC
+$795.2K
173,413
+10%
增持
TSLA
TESLA INC
+$766.9K
5,706
+63%
建仓
VBR
VANGUARD INDEX FDS
+$763.5K
4,616
减持
GOOG
ALPHABET INC
+$747.7K
25,380
-78%
减持
ADI
ANALOG DEVICES INC
-$743.8K
49,158
-6%
减持
SWKS
SKYWORKS SOLUTIONS INC
-$737.5K
26,614
-15%
减持
VSGX
VANGUARD WORLD FD
-$733.2K
76,429
-16%
增持
UNH
UNITEDHEALTH GROUP INC
+$718.3K
19,211
+7%
增持
UPAR
TIDAL ETF TR
+$717.2K
481,793
+15%
减持
VRSN
VERISIGN INC
-$684.5K
11,981
-25%
减持
SM
SM ENERGY CO
+$674.5K
223,014
-2%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$667.3K
14,708
+4%
减持
GGG
GRACO INC
+$650.7K
51,639
-1%
增持
JPM
JPMORGAN CHASE & CO
+$644.9K
26,624
+8%
减持
XLP
SELECT SECTOR SPDR TR
-$631.7K
110,388
-23%
清仓
PWR
QUANTA SVCS INC
-$599.4K
0
-100%
减持
DIS
DISNEY WALT CO
-$586.0K
40,721
-44%
减持
MTN
VAIL RESORTS INC
-$551.5K
7,906
-27%
建仓
GTLB
GITLAB INC
+$539.6K
10,557
减持
EMXC
ISHARES INC
+$531.1K
725,489
-16%
减持
SYY
SYSCO CORP
-$520.9K
38,156
-12%
清仓
NOC
NORTHROP GRUMMAN CORP
-$519.8K
0
-100%
增持
MSCI
MSCI INC
-$518.3K
11,640
+9%
减持
ORCL
ORACLE CORP
+$507.3K
56,672
-16%
建仓
RSP
INVESCO EXCHANGE TRADED FD T
+$507.0K
3,388
建仓
IWS
ISHARES TR
+$506.6K
4,612
建仓
DAL
DELTA AIR LINES INC DEL
+$497.9K
10,473
增持
BDX
BECTON DICKINSON & CO
+$494.2K
17,603
+5%
增持
DDOG
DATADOG INC
+$490.6K
15,581
+9%
减持
MCD
MCDONALDS CORP
+$480.9K
6,169
-95%
增持
ABBV
ABBVIE INC
-$474.6K
20,700
+1%
减持
EA
ELECTRONIC ARTS INC
-$472.5K
11,816
-29%
建仓
IWP
ISHARES TR
+$460.6K
4,767
清仓
XLF
SELECT SECTOR SPDR TR
-$459.0K
0
-100%
增持
AZO
AUTOZONE INC
+$453.6K
3,458
+4%
增持
LLY
LILLY ELI & CO
+$446.8K
2,173
+30%
减持
PEP
PEPSICO INC
-$444.3K
52,819
-6%
增持
IWM
ISHARES TR
+$444.2K
24,576
+5%
建仓
—
CEDAR FAIR L P
+$439.7K
11,000
减持
TRTX
TPG RE FIN TR INC
-$434.4K
72,512
-45%
清仓
WCN
WASTE CONNECTIONS INC
-$421.4K
0
-100%
增持
AVGO
BROADCOM INC
+$403.3K
997
+38%
减持
VRSK
VERISK ANALYTICS INC
-$374.7K
12,689
-25%
增持
NFLX
NETFLIX INC
+$364.3K
3,245
+5%
减持
CARR
CARRIER GLOBAL CORPORATION
+$360.5K
95,555
-10%
清仓
LNG
CHENIERE ENERGY INC
-$352.9K
0
-100%
减持
V
VISA INC
+$344.4K
20,024
-94%
减持
GLD
SPDR GOLD TR
-$338.2K
57,483
-1%
增持
GUNR
FLEXSHARES TR
-$331.2K
2,460,338
+0%
增持
EEM
ISHARES TR
+$326.2K
74,119
+12%
建仓
IWO
ISHARES TR
+$325.4K
1,341
建仓
—
EATON CORP PLC
+$324.2K
1,612
减持
MCO
MOODYS CORP
-$323.6K
27,523
-15%
减持
DLTR
DOLLAR TREE INC
-$320.1K
16,023
-12%
建仓
WFC
WELLS FARGO CO NEW
+$319.6K
7,489
减持
WM
WASTE MGMT INC DEL
-$319.2K
24,603
-12%
增持
MBB
ISHARES TR
-$311.3K
598,858
+1%
清仓
AVB
AVALONBAY CMNTYS INC
-$305.4K
0
-100%
建仓
STIP
ISHARES TR
+$302.6K
3,100
建仓
ISRG
INTUITIVE SURGICAL INC
+$298.5K
873
减持
VZ
VERIZON COMMUNICATIONS INC
-$293.8K
24,892
-21%
清仓
CBRE
CBRE GROUP INC
-$283.4K
0
-100%
减持
IAU
ISHARES GOLD TR
-$282.9K
198,570
-1%
清仓
CF
CF INDS HLDGS INC
-$280.5K
0
-100%
建仓
FTV
FORTIVE CORP
+$279.4K
3,736
建仓
—
SPLUNK INC
+$276.9K
2,610
减持
—
INARI MED INC
-$276.0K
62,740
-1%
增持
NLY
ANNALY CAPITAL MANAGEMENT IN
+$274.0K
152,959
+5%
建仓
EMLP
FIRST TR EXCHANGE-TRADED FD
+$269.0K
9,964
增持
SCHX
SCHWAB STRATEGIC TR
+$268.7K
13,452
+49%
清仓
ESS
ESSEX PPTY TR INC
-$266.2K
0
-100%
增持
IWB
ISHARES TR
+$266.0K
11,829
+2%
清仓
BX
BLACKSTONE INC
-$265.5K
0
-100%
建仓
DOCS
DOXIMITY INC
+$263.1K
7,734
减持
CL
COLGATE PALMOLIVE CO
-$262.4K
60,922
-8%
增持
EFG
ISHARES TR
+$251.7K
8,768
+40%
增持
VO
VANGUARD INDEX FDS
+$251.5K
8,395
+11%
清仓
IEF
ISHARES TR
-$246.3K
0
-100%
清仓
—
WIX COM LTD
-$238.9K
0
-100%
建仓
DHI
D R HORTON INC
+$235.2K
1,933
清仓
CTVA
CORTEVA INC
-$228.9K
0
-100%
增持
PG
PROCTER AND GAMBLE CO
+$227.6K
29,579
+3%
建仓
—
MEDTRONIC PLC
+$222.9K
2,511
建仓
REGN
REGENERON PHARMACEUTICALS
+$222.0K
309
增持
MIDD
MIDDLEBY CORP
+$219.7K
25,525
+5%
建仓
—
ACTIVISION BLIZZARD INC
+$219.3K
2,602
建仓
MPC
MARATHON PETE CORP
+$217.1K
1,862
增持
NOW
SERVICENOW INC
+$215.3K
1,359
+15%
增持
EDV
VANGUARD WORLD FD
+$215.3K
78,388
+7%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$212.2K
1,863
建仓
—
CRISPR THERAPEUTICS AG
+$210.5K
3,750
建仓
PSX
PHILLIPS 66
+$209.3K
2,194
减持
DLY
DOUBLELINE YIELD OPPORTUNITI
-$206.9K
46,200
-26%
建仓
SWK
STANLEY BLACK & DECKER INC
+$205.7K
2,195
建仓
AMP
AMERIPRISE FINL INC
+$205.5K
619
建仓
ELV
ELEVANCE HEALTH INC
+$205.4K
462
建仓
OZK
BANK OZK LITTLE ROCK ARK
+$205.3K
5,112
建仓
CTAS
CINTAS CORP
+$204.5K
411
建仓
—
NXP SEMICONDUCTORS N V
+$202.4K
984
减持
AMGN
AMGEN INC
-$199.6K
7,742
-2%
