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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
增持 9
减持 57
清仓 84
方向
标的
Δ市值
现股数(环比)
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$486.4M
174,196
-94%
减持
RPAR
TIDAL ETF TR
-$172.8M
13,455,538
-40%
增持
IVV
ISHARES TR
+$51.1M
621,268
+8%
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
SCHP
SCHWAB STRATEGIC TR
-$28.9M
2,653,557
-17%
减持
PLD
PROLOGIS INC.
-$18.5M
2,000
-99%
减持
GLDM
WORLD GOLD TR
+$15.9M
6,263,652
-1%
清仓
EQIX
EQUINIX INC
-$14.9M
0
-100%
减持
IAU
ISHARES GOLD TR
-$14.0M
230,098
-62%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$10.8M
924,423
-23%
减持
UPAR
TIDAL ETF TR
-$10.7M
2,610,568
-24%
减持
LTPZ
PIMCO ETF TR
-$9.9M
1,424,161
-9%
减持
VT
VANGUARD INTL EQUITY INDEX F
-$9.6M
481,430
-21%
清仓
WELL
WELLTOWER INC
-$8.8M
0
-100%
清仓
EXR
EXTRA SPACE STORAGE INC
-$8.7M
0
-100%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$8.6M
1,374,758
-15%
减持
GLD
SPDR GOLD TR
-$8.1M
53,829
-46%
减持
PSA
PUBLIC STORAGE
-$8.0M
3,724
-87%
减持
VGIT
VANGUARD SCOTTSDALE FDS
-$7.9M
234,014
-36%
清仓
WST
WEST PHARMACEUTICAL SVSC INC
-$7.8M
0
-100%
清仓
O
REALTY INCOME CORP
-$7.7M
0
-100%
清仓
TREX
TREX CO INC
-$7.5M
0
-100%
增持
DFAU
DIMENSIONAL ETF TRUST
+$7.5M
1,327,786
+8%
清仓
DLR
DIGITAL RLTY TR INC
-$7.3M
0
-100%
减持
OEF
ISHARES TR
+$7.2M
448,259
-3%
清仓
VTR
VENTAS INC
-$6.9M
0
-100%
增持
NVDA
NVIDIA CORPORATION
+$6.8M
12,737
+33%
减持
ADBE
ADOBE INC
-$6.7M
9,452
-51%
清仓
RBC
RBC BEARINGS INC
-$6.6M
0
-100%
减持
EQR
EQUITY RESIDENTIAL
-$6.3M
3,257
-97%
减持
ESGV
VANGUARD WORLD FD
-$6.2M
107,273
-44%
减持
GOOG
ALPHABET INC
-$6.0M
31,785
-59%
清仓
FIVE
FIVE BELOW INC
-$6.0M
0
-100%
清仓
INVH
INVITATION HOMES INC
-$5.8M
0
-100%
清仓
UDR
UDR INC
-$5.8M
0
-100%
清仓
SAIA
SAIA INC
-$5.8M
0
-100%
减持
REXR
REXFORD INDL RLTY INC
-$5.8M
24,167
-80%
清仓
SPG
SIMON PPTY GROUP INC NEW
-$5.7M
0
-100%
清仓
ORLY
OREILLY AUTOMOTIVE INC
-$5.7M
0
-100%
清仓
SUI
SUN CMNTYS INC
-$5.6M
0
-100%
减持
ACWI
ISHARES TR
+$5.4M
877,214
-2%
减持
SPY
SPDR S&P 500 ETF TR
+$5.4M
128,018
-1%
清仓
MPWR
MONOLITHIC PWR SYS INC
-$5.2M
0
-100%
减持
MCD
MCDONALDS CORP
-$5.2M
8,018
-68%
清仓
DOC
HEALTHPEAK PROPERTIES INC
-$5.1M
0
-100%
清仓
POOL
POOL CORP
-$5.1M
0
-100%
减持
VOO
VANGUARD INDEX FDS
-$5.1M
134,647
-16%
清仓
ENSG
ENSIGN GROUP INC
-$5.0M
0
-100%
清仓
MANH
MANHATTAN ASSOCIATES INC
-$5.0M
0
-100%
清仓
GWRE
GUIDEWIRE SOFTWARE INC
-$4.9M
0
-100%
清仓
APH
AMPHENOL CORP NEW
-$4.8M
0
-100%
清仓
VICI
VICI PPTYS INC
-$4.8M
0
-100%
清仓
HLNE
HAMILTON LANE INC
-$4.7M
0
-100%
清仓
TEAM
ATLASSIAN CORPORATION
-$4.7M
0
-100%
清仓
CPRT
COPART INC
-$4.6M
0
-100%
减持
BKNG
BOOKING HOLDINGS INC
-$4.6M
98
-93%
清仓
BCPC
BALCHEM CORP
-$4.6M
0
-100%
清仓
ODFL
OLD DOMINION FREIGHT LINE IN
-$4.6M
0
-100%
清仓
ADC
AGREE RLTY CORP
-$4.5M
0
-100%
清仓
FAST
FASTENAL CO
-$4.5M
0
-100%
减持
VTV
VANGUARD INDEX FDS
+$4.5M
370,083
-1%
清仓
HQY
HEALTHEQUITY INC
-$4.5M
0
-100%
清仓
—
GLOBANT S A
-$4.5M
0
-100%
减持
V
VISA INC
-$4.4M
13,439
-57%
清仓
CMG
CHIPOTLE MEXICAN GRILL INC
-$4.4M
0
-100%
清仓
KAI
KADANT INC
-$4.4M
0
-100%
减持
AGG
ISHARES TR
-$4.4M
944,326
-3%
清仓
BRX
BRIXMOR PPTY GROUP INC
-$4.3M
0
-100%
减持
TLT
ISHARES TR
-$4.3M
339,613
-8%
清仓
BRBR
BELLRING BRANDS INC
-$4.3M
0
-100%
减持
OZK
BANK OZK LITTLE ROCK ARK
-$4.2M
5,136
-94%
减持
ISRG
INTUITIVE SURGICAL INC
-$4.2M
640
-95%
减持
EDV
VANGUARD WORLD FD
-$4.2M
67,210
-42%
清仓
—
ICON PLC
-$4.2M
0
-100%
清仓
KIM
KIMCO RLTY CORP
-$4.2M
0
-100%
清仓
FR
FIRST INDL RLTY TR INC
-$4.1M
0
-100%
清仓
VVV
VALVOLINE INC
-$4.1M
0
-100%
减持
MA
MASTERCARD INCORPORATED
-$4.0M
31,350
-30%
增持
VTWO
VANGUARD SCOTTSDALE FDS
+$4.0M
517,799
+5%
清仓
LSCC
LATTICE SEMICONDUCTOR CORP
-$3.9M
0
-100%
减持
NKE
NIKE INC
-$3.9M
45,835
-39%
清仓
IOSP
INNOSPEC INC
-$3.9M
0
-100%
减持
COST
COSTCO WHSL CORP NEW
-$3.8M
1,677
-78%
减持
MSFT
MICROSOFT CORP
-$3.8M
105,084
-18%
清仓
MORN
MORNINGSTAR INC
-$3.7M
0
-100%
增持
IVE
ISHARES TR
+$3.7M
223,593
+2%
减持
TJX
TJX COS INC NEW
-$3.7M
76,408
-37%
清仓
RMD
RESMED INC
-$3.7M
0
-100%
清仓
NSA
NATIONAL STORAGE AFFILIATES
-$3.7M
0
-100%
清仓
MKTX
MARKETAXESS HLDGS INC
-$3.7M
0
-100%
减持
—
LINDE PLC
-$3.7M
17,789
-39%
清仓
NOVT
NOVANTA INC
-$3.6M
0
-100%
增持
DFAI
DIMENSIONAL ETF TRUST
+$3.6M
1,566,652
+3%
清仓
—
CLEARWATER ANALYTICS HLDGS I
-$3.6M
0
-100%
清仓
DXCM
DEXCOM INC
-$3.6M
0
-100%
减持
MCO
MOODYS CORP
-$3.6M
26,991
-26%
清仓
HST
HOST HOTELS & RESORTS INC
-$3.5M
0
-100%
清仓
ARGX
ARGENX SE
-$3.5M
0
-100%
清仓
—
CYBERARK SOFTWARE LTD
-$3.5M
0
-100%
清仓
ARE
ALEXANDRIA REAL ESTATE EQ IN
-$3.4M
0
-100%
清仓
—
ASCENDIS PHARMA A/S
-$3.4M
0
-100%
减持
DE
DEERE & CO
-$3.4M
976
-90%
减持
—
LABORATORY CORP AMER HLDGS
-$3.4M
8,804
-62%
增持
AAPL
APPLE INC
-$3.4M
242,521
+4%
减持
TXN
TEXAS INSTRS INC
-$3.3M
1,838
-91%
清仓
IR
INGERSOLL RAND INC
-$3.3M
0
-100%
清仓
CNS
COHEN & STEERS INC
-$3.3M
0
-100%
清仓
HUBS
HUBSPOT INC
-$3.3M
0
-100%
减持
MTD
METTLER TOLEDO INTERNATIONAL
-$3.2M
3,072
-49%
清仓
EW
EDWARDS LIFESCIENCES CORP
-$3.2M
0
-100%
清仓
PAYX
PAYCHEX INC
-$3.2M
0
-100%
清仓
EL
LAUDER ESTEE COS INC
-$3.2M
0
-100%
清仓
AVB
AVALONBAY CMNTYS INC
-$3.2M
0
-100%
清仓
MEDP
MEDPACE HLDGS INC
-$3.1M
0
-100%
减持
TIP
ISHARES TR
-$3.1M
1,217,757
-2%
清仓
—
FABRINET
-$3.1M
0
-100%
减持
SPGI
S&P GLOBAL INC
-$3.1M
5,425
-56%
减持
VEEV
VEEVA SYS INC
-$3.1M
2,356
-88%
清仓
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
-$3.1M
0
-100%
清仓
MC
MOELIS & CO
-$3.1M
0
-100%
减持
FTNT
FORTINET INC
-$3.1M
5,121
-91%
清仓
ANSS
ANSYS INC
-$3.0M
0
-100%
减持
GUNR
FLEXSHARES TR
-$3.0M
3,433,361
-2%
清仓
WAT
WATERS CORP
-$3.0M
0
-100%
减持
PGF
INVESCO EXCHANGE TRADED FD T
-$3.0M
273,471
-44%
减持
SYK
STRYKER CORPORATION
-$2.9M
4,845
-69%
清仓
SNPS
SYNOPSYS INC
-$2.9M
0
-100%
清仓
FOUR
SHIFT4 PMTS INC
-$2.9M
0
-100%
清仓
BXP
BOSTON PROPERTIES INC
-$2.8M
0
-100%
增持
AMZN
AMAZON COM INC
+$2.8M
98,156
+0%
减持
VSGX
VANGUARD WORLD FD
-$2.8M
69,775
-43%
清仓
FND
FLOOR & DECOR HLDGS INC
-$2.8M
0
-100%
减持
CSCO
CISCO SYS INC
-$2.8M
34,134
-61%
清仓
ECL
ECOLAB INC
-$2.8M
0
-100%
清仓
—
NOVA LTD
-$2.8M
0
-100%
清仓
JKHY
HENRY JACK & ASSOC INC
-$2.7M
0
-100%
清仓
KEYS
KEYSIGHT TECHNOLOGIES INC
-$2.7M
0
-100%
清仓
TSCO
TRACTOR SUPPLY CO
-$2.7M
0
-100%
清仓
CSW
CSW INDUSTRIALS INC
-$2.7M
0
-100%
减持
IWV
ISHARES TR
-$2.7M
4,160
-71%
减持
LYV
LIVE NATION ENTERTAINMENT IN
-$2.6M
6,836
-81%
清仓
CGNX
COGNEX CORP
-$2.6M
0
-100%
减持
LLY
ELI LILLY & CO
-$2.6M
7,172
-49%
减持
VRSK
VERISK ANALYTICS INC
-$2.5M
3,228
-77%
增持
XLE
SELECT SECTOR SPDR TR
+$2.5M
203,381
+2%
清仓
CUZ
COUSINS PPTYS INC
-$2.5M
0
-100%
清仓
PCTY
PAYLOCITY HLDG CORP
-$2.5M
0
-100%
清仓
TTC
TORO CO
-$2.5M
0
-100%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$2.5M
5,804
-65%
清仓
CPT
CAMDEN PPTY TR
-$2.4M
0
-100%
清仓
YETI
YETI HLDGS INC
-$2.4M
0
-100%
