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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 28
增持 57
减持 52
清仓 13
方向
标的
Δ市值
现股数(环比)
减持
RPAR
TIDAL ETF TR
-$57.6M
24,104,226
-3%
清仓
VAC
MARRIOTT VACATIONS WORLDWIDE
-$44.7M
0
-100%
增持
SCHP
SCHWAB STRATEGIC TR
+$38.9M
4,127,548
+28%
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。
减持
TIP
ISHARES TR
-$35.0M
442,149
-41%
增持
VTI
VANGUARD INDEX FDS
+$17.1M
554,960
+21%
增持
SCHB
SCHWAB STRATEGIC TR
+$10.1M
208,872
+3429%
建仓
LONZ
PIMCO ETF TR
+$8.0M
159,121
减持
XLP
SELECT SECTOR SPDR TR
-$7.9M
3,709
-97%
减持
ACWI
ISHARES TR
-$7.1M
913,025
-4%
减持
SNOW
SNOWFLAKE INC
-$6.9M
11,065
-77%
增持
IVE
ISHARES TR
+$6.8M
219,068
+30%
增持
ITOT
ISHARES TR
+$6.6M
89,233
+391%
增持
GUNR
FLEXSHARES TR
+$5.9M
2,584,446
+5%
增持
MBB
ISHARES TR
+$5.9M
695,498
+16%
增持
QQQ
INVESCO QQQ TR
+$5.5M
29,009
+117%
增持
BND
VANGUARD BD INDEX FDS
+$5.4M
82,214
+1442%
增持
IJH
ISHARES TR
+$5.3M
26,270
+443%
建仓
BOND
PIMCO ETF TR
+$5.3M
59,769
减持
AAPL
APPLE INC
-$5.1M
208,237
-1%
建仓
VLU
SPDR SER TR
+$4.9M
33,591
建仓
IGSB
ISHARES TR
+$4.6M
91,776
增持
VO
VANGUARD INDEX FDS
+$4.1M
28,673
+242%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$3.9M
967,037
-6%
增持
IVV
ISHARES TR
+$3.8M
595,287
+5%
增持
SPY
SPDR S&P 500 ETF TR
+$3.1M
134,102
+10%
建仓
VMBS
VANGUARD SCOTTSDALE FDS
+$3.0M
68,278
减持
OEF
ISHARES TR
-$2.9M
468,720
-0%
减持
VONE
VANGUARD SCOTTSDALE FDS
-$2.6M
104,423
-8%
建仓
SDY
SPDR SER TR
+$2.6M
22,236
减持
SYY
SYSCO CORP
-$2.4M
6,175
-84%
建仓
CGW
INVESCO EXCH TRADED FD TR II
+$2.4M
51,893
增持
MSFT
MICROSOFT CORP
-$2.4M
100,621
+0%
清仓
DLTR
DOLLAR TREE INC
-$2.3M
0
-100%
减持
VTV
VANGUARD INDEX FDS
-$2.2M
394,602
-1%
建仓
FIS
FIDELITY NATL INFORMATION SV
+$2.2M
39,372
增持
VXUS
VANGUARD STAR FDS
+$2.2M
45,004
+951%
建仓
LQD
ISHARES TR
+$2.1M
20,981
增持
VTWO
VANGUARD SCOTTSDALE FDS
-$2.1M
523,972
+0%
建仓
PSA
PUBLIC STORAGE
+$2.1M
7,989
增持
VEA
VANGUARD TAX-MANAGED FDS
-$2.0M
1,328,816
+2%
增持
GOOGL
ALPHABET INC
+$1.8M
156,352
+0%
建仓
BHK
BLACKROCK CORE BD TR
+$1.8M
181,700
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$1.8M
124,215
+15%
建仓
EL
LAUDER ESTEE COS INC
+$1.6M
11,264
增持
PLD
PROLOGIS INC.
+$1.6M
16,931
+566%
清仓
DDOG
DATADOG INC
-$1.5M
0
-100%
清仓
EA
ELECTRONIC ARTS INC
-$1.5M
0
-100%
建仓
ICSH
ISHARES TR
+$1.5M
29,688
增持
EMXC
ISHARES INC
-$1.5M
727,030
+0%
建仓
VGK
VANGUARD INTL EQUITY INDEX F
+$1.5M
25,236
清仓
J
JACOBS SOLUTIONS INC
-$1.5M
0
-100%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$1.4M
13,405
+296%
减持
EDV
VANGUARD WORLD FD
-$1.3M
78,199
-0%
增持
IEFA
ISHARES TR
+$1.3M
28,265
+265%
减持
DFAE
DIMENSIONAL ETF TRUST
-$1.2M
1,205,295
-1%
减持
ADI
ANALOG DEVICES INC
-$1.2M
47,850
-3%
建仓
BKLN
INVESCO EXCH TRADED FD TR II
+$1.2M
56,729
减持
JNJ
JOHNSON & JOHNSON
-$1.1M
97,070
-1%
减持
SWKS
SKYWORKS SOLUTIONS INC
-$1.1M
18,420
-31%
建仓
JNK
SPDR SER TR
+$1.1M
12,439
减持
OBDC
BLUE OWL CAPITAL CORPORATION
-$1.1M
40,721
-67%
减持
OTIS
OTIS WORLDWIDE CORP
-$1.1M
80,270
-5%
减持
BXMT
BLACKSTONE MTG TR INC
-$1.0M
119,526
-31%
增持
VTIP
VANGUARD MALVERN FDS
+$1.0M
394,703
+6%
增持
—
LABORATORY CORP AMER HLDGS
+$989.7K
27,075
+47%
减持
WM
WASTE MGMT INC DEL
-$949.0K
21,763
-12%
减持
MCO
MOODYS CORP
-$939.2K
27,299
-1%
增持
META
META PLATFORMS INC
+$911.4K
41,015
+3%
建仓
VCIT
VANGUARD SCOTTSDALE FDS
+$860.4K
11,324
增持
AGG
ISHARES TR
+$853.0K
27,046
+57%
减持
PEP
PEPSICO INC
-$844.5K
52,754
-0%
增持
TLT
ISHARES TR
+$819.9K
16,217
+170%
增持
GLDM
WORLD GOLD TR
-$806.0K
5,433,367
+3%
减持
LKQ
LKQ CORP
-$785.3K
57,598
-8%
减持
UBER
UBER TECHNOLOGIES INC
-$739.5K
40,522
-33%
减持
NKE
NIKE INC
-$714.5K
45,645
-1%
增持
ORCL
ORACLE CORP
-$707.0K
57,043
+1%
减持
GGG
GRACO INC
-$703.9K
51,524
-0%
增持
SCHA
SCHWAB STRATEGIC TR
+$700.9K
22,908
+304%
减持
VRSK
VERISK ANALYTICS INC
-$696.3K
9,193
-28%
增持
PFF
ISHARES TR
+$686.0K
45,873
+104%
减持
LOW
LOWES COS INC
-$670.7K
31,737
-1%
减持
MTN
VAIL RESORTS INC
-$668.2K
6,032
-24%
减持
MTD
METTLER TOLEDO INTERNATIONAL
-$661.2K
3,087
-1%
减持
MIDD
MIDDLEBY CORP
-$619.2K
24,642
-3%
增持
NVDA
NVIDIA CORPORATION
+$612.7K
8,873
+16%
建仓
KVUE
KENVUE INC
+$584.6K
29,112
增持
UPAR
TIDAL ETF TR
-$578.1K
504,608
+5%
减持
VMC
VULCAN MATLS CO
-$577.8K
12,205
-10%
增持
DBEF
DBX ETF TR
+$575.6K
22,387
+285%
增持
CVX
CHEVRON CORP NEW
+$551.5K
9,196
+45%
增持
CCI
CROWN CASTLE INC
-$547.6K
25,156
+0%
清仓
PCOR
PROCORE TECHNOLOGIES INC
-$541.1K
0
-100%
增持
UNH
UNITEDHEALTH GROUP INC
+$541.0K
19,386
+1%
清仓
GTLB
GITLAB INC
-$539.6K
0
-100%
增持
EFG
ISHARES TR
+$537.7K
15,923
+82%
增持
DFAU
DIMENSIONAL ETF TRUST
-$536.5K
1,137,192
+2%
清仓
CXM
SPRINKLR INC
-$521.4K
0
-100%
增持
COP
CONOCOPHILLIPS
+$510.4K
31,103
+0%
增持
CARR
CARRIER GLOBAL CORPORATION
+$509.8K
95,598
+0%
清仓
—
MARQETA INC
-$498.2K
0
-100%
减持
ESGV
VANGUARD WORLD FD
-$485.7K
131,412
-1%
建仓
HYG
ISHARES TR
+$482.2K
6,540
减持
MSCI
MSCI INC
+$481.5K
11,585
-0%
清仓
BL
BLACKLINE INC
-$477.2K
0
-100%
减持
—
ACCENTURE PLC IRELAND
-$466.8K
4,418
-25%
减持
IWR
ISHARES TR
-$466.3K
91,757
-2%
建仓
USFR
WISDOMTREE TR
+$452.2K
8,987
减持
VRSN
VERISIGN INC
-$449.7K
11,147
-7%
减持
LTPZ
PIMCO ETF TR
-$434.3K
57,574
-0%
增持
DFAI
DIMENSIONAL ETF TRUST
+$430.7K
1,486,055
+6%
减持
VHT
VANGUARD WORLD FDS
-$417.5K
13,583
-8%
减持
CL
COLGATE PALMOLIVE CO
-$413.2K
60,191
-1%
增持
AMGN
AMGEN INC
+$405.4K
7,904
+2%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$402.7K
15,467
+5%
减持
VNQ
VANGUARD INDEX FDS
-$400.9K
41,988
-2%
减持
RTX
RTX CORPORATION
-$400.9K
12,892
-5%
建仓
SGOV
ISHARES TR
+$396.5K
3,939
减持
DIS
DISNEY WALT CO
-$392.9K
40,008
-2%
增持
—
EXXON MOBIL CORP
+$392.6K
30,877
+2%
建仓
PFFD
GLOBAL X FDS
+$389.3K
20,694
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$369.4K
228,533
+6%
建仓
ICLN
ISHARES TR
+$362.4K
24,790
建仓
EQR
EQUITY RESIDENTIAL
+$361.8K
6,158
减持
XLE
SELECT SECTOR SPDR TR
-$360.6K
12,309
-32%
清仓
—
NEW GOLD INC CDA
-$360.4K
0
-100%
增持
ABBV
ABBVIE INC
+$357.0K
21,105
+2%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$355.2K
14,777
+40%
增持
LLY
ELI LILLY & CO
+$343.4K
2,536
+17%
增持
GOOG
ALPHABET INC
+$339.0K
25,857
+2%
增持
TSLX
SIXTH STREET SPECIALTY LENDI
+$337.5K
59,585
+26%
增持
IWM
ISHARES TR
+$312.8K
27,680
+13%
增持
AVDE
AMERICAN CENTY ETF TR
+$310.9K
13,974
+72%
减持
V
VISA INC
-$309.2K
19,330
-3%
减持
XNCMX
NUVEEN CALIFORNIA AMT QLT MU
-$306.7K
168,863
-4%
减持
—
LINDE PLC
-$304.4K
18,197
-2%
增持
STIP
ISHARES TR
+$301.5K
6,233
+101%
减持
VDE
VANGUARD WORLD FDS
-$301.0K
7,063
-33%
建仓
USRT
ISHARES TR
+$299.8K
6,275
清仓
ISRG
INTUITIVE SURGICAL INC
-$298.5K
0
-100%
减持
TJX
TJX COS INC NEW
+$293.4K
78,695
-0%
减持
GDX
VANECK ETF TRUST
-$292.6K
25,559
-21%
建仓
VGSH
VANGUARD SCOTTSDALE FDS
+$291.9K
5,067
增持
GBDC
GOLUB CAP BDC INC
+$290.9K
56,956
+41%
清仓
—
SPLUNK INC
-$276.9K
0
-100%
减持
LYV
LIVE NATION ENTERTAINMENT IN
-$275.5K
20,156
-6%
建仓
VGLT
VANGUARD SCOTTSDALE FDS
+$274.3K
4,942
增持
ARCC
ARES CAPITAL CORP
+$268.0K
36,324
+55%
建仓
CCAP
CRESCENT CAP BDC INC
+$264.9K
15,128
减持
FDS
FACTSET RESH SYS INC
+$260.6K
7,763
-1%
