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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
24Q3 调仓
2024-03-31 → 2024-09-30 · 共 150 项
建仓 17
增持 73
减持 41
清仓 19
方向
标的
Δ市值
现股数(环比)
增持
GLDM
WORLD GOLD TR
+$65.9M
6,556,986
+5%
增持
IVV
ISHARES TR
+$38.0M
632,097
+2%
增持
VTI
VANGUARD INDEX FDS
+$21.8M
534,641
+7%
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
AAPL
APPLE INC
+$17.1M
251,677
+4%
增持
DFAU
DIMENSIONAL ETF TRUST
+$16.2M
1,629,710
+23%
减持
RPAR
TIDAL ETF TR
+$14.7M
13,290,284
-1%
减持
OEF
ISHARES TR
+$11.4M
442,020
-1%
增持
DOCS
DOXIMITY INC
+$11.4M
271,086
+1653%
增持
VOO
VANGUARD INDEX FDS
+$10.0M
141,147
+5%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$9.5M
1,486,289
+8%
增持
DFAI
DIMENSIONAL ETF TRUST
+$9.1M
1,775,520
+13%
减持
XLE
SELECT SECTOR SPDR TR
-$9.0M
115,643
-43%
减持
TIP
ISHARES TR
-$8.4M
1,108,080
-9%
增持
META
META PLATFORMS INC
+$7.5M
81,863
+1%
建仓
SQ
BLOCK INC
+$7.0M
103,858
减持
ACWI
ISHARES TR
+$6.7M
864,393
-1%
增持
VTV
VANGUARD INDEX FDS
+$6.4M
382,104
+3%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$6.3M
938,489
+2%
减持
LTPZ
PIMCO ETF TR
-$6.0M
1,265,562
-11%
增持
DFAE
DIMENSIONAL ETF TRUST
+$5.9M
1,305,344
+8%
减持
AGG
ISHARES TR
-$5.8M
856,187
-9%
增持
NVDA
NVIDIA CORPORATION
+$4.8M
133,948
+952%
增持
AMZN
AMAZON COM INC
+$4.5M
119,100
+21%
减持
SPY
SPDR S&P 500 ETF TR
+$4.5M
124,448
-3%
增持
UPAR
TIDAL ETF TR
+$4.4M
2,723,773
+4%
增持
GUNR
FLEXSHARES TR
+$4.2M
3,520,932
+3%
减持
VT
VANGUARD INTL EQUITY INDEX F
+$3.3M
471,893
-2%
增持
IVE
ISHARES TR
+$3.0M
227,122
+2%
减持
PEY
INVESCO EXCHANGE TRADED FD T
-$3.0M
171,360
-47%
减持
SCHP
SCHWAB STRATEGIC TR
-$2.8M
2,529,193
-5%
增持
VTWO
VANGUARD SCOTTSDALE FDS
+$2.5M
521,079
+1%
减持
VONE
VANGUARD SCOTTSDALE FDS
-$2.5M
94,798
-17%
增持
MCO
MOODYS CORP
+$2.2M
27,082
+0%
增持
MBB
ISHARES TR
+$2.2M
643,351
+0%
增持
CARR
CARRIER GLOBAL CORPORATION
+$2.1M
95,301
+0%
清仓
BXMT
BLACKSTONE MTG TR INC
-$2.1M
0
-100%
增持
XLK
SELECT SECTOR SPDR TR
+$2.1M
12,745
+236%
增持
UNH
UNITEDHEALTH GROUP INC
+$2.1M
20,244
+2%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$1.9M
258,833
+11%
清仓
—
LABORATORY CORP AMER HLDGS
-$1.9M
0
-100%
减持
GLD
SPDR GOLD TR
+$1.9M
53,244
-1%
减持
SM
SM ENERGY CO
-$1.8M
157,961
-3%
增持
QQQ
INVESCO QQQ TR
+$1.7M
19,459
+11%
增持
EFX
EQUIFAX INC
+$1.7M
11,358
+88%
减持
CGW
INVESCO EXCH TRADED FD TR II
-$1.7M
19,493
-62%
增持
STIP
ISHARES TR
+$1.6M
19,859
+402%
减持
TLT
ISHARES TR
-$1.6M
311,565
-8%
增持
VTIP
VANGUARD MALVERN FDS
+$1.6M
435,562
+5%
减持
IAU
ISHARES GOLD TR
+$1.5M
224,221
-3%
减持
SNOW
SNOWFLAKE INC
-$1.5M
25,995
-6%
减持
ORCL
ORACLE CORP
+$1.5M
57,404
-13%
增持
TSLA
TESLA INC
+$1.4M
13,433
+12%
建仓
GKOS
GLAUKOS CORP
+$1.4M
10,550
减持
DIS
DISNEY WALT CO
-$1.3M
44,868
-2%
增持
MSFT
MICROSOFT CORP
+$1.3M
105,769
+1%
减持
EMXC
ISHARES INC
+$1.3M
702,501
-3%
增持
TJX
TJX COS INC NEW
+$1.2M
76,502
+0%
增持
VNQ
VANGUARD INDEX FDS
+$1.2M
57,246
+12%
增持
VGT
VANGUARD WORLD FD
+$1.1M
5,320
+38%
减持
GOOGL
ALPHABET INC
+$1.1M
126,848
-4%
清仓
PSA
PUBLIC STORAGE
-$1.1M
0
-100%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.1M
19,392
+4%
增持
FLJP
FRANKLIN TEMPLETON ETF TR
+$1.0M
52,572
+194%
增持
GDX
VANECK ETF TRUST
+$1.0M
48,802
+68%
建仓
AI
C3 AI INC
+$985.4K
40,667
增持
EDV
VANGUARD WORLD FD
+$938.4K
76,390
+14%
减持
FIS
FIDELITY NATL INFORMATION SV
-$933.6K
5,013
-73%
清仓
CCI
CROWN CASTLE INC
-$904.3K
0
-100%
增持
NAC
NUVEEN CA QUALTY MUN INCOME
+$901.4K
198,374
+49%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$901.3K
164,465
-6%
增持
XNEAX
NUVEEN AMT FREE QLTY MUN INC
+$898.8K
210,089
+43%
清仓
VRSN
VERISIGN INC
-$862.1K
0
-100%
增持
CL
COLGATE PALMOLIVE CO
+$858.9K
59,930
+1%
增持
LLY
ELI LILLY & CO
+$847.7K
7,255
+1%
减持
OTIS
OTIS WORLDWIDE CORP
-$833.9K
48,307
-18%
增持
AGI
ALAMOS GOLD INC NEW
+$831.7K
85,574
+44%
增持
AVGO
BROADCOM INC
+$827.2K
14,126
+1064%
增持
URA
GLOBAL X FDS
+$824.7K
48,558
+148%
减持
LKQ
LKQ CORP
-$821.0K
7,625
-64%
减持
EEM
ISHARES TR
-$801.2K
35,594
-40%
增持
—
EXXON MOBIL CORP
+$775.5K
37,030
+21%
增持
AEM
AGNICO EAGLE MINES LTD
+$773.1K
18,131
+57%
清仓
VRSK
VERISK ANALYTICS INC
-$761.0K
0
-100%
增持
IEFA
ISHARES TR
+$758.6K
17,088
+121%
建仓
FLG
NEW YORK CMNTY BANCORP INC
+$751.3K
66,897
增持
IVW
ISHARES TR
+$739.1K
11,553
+166%
建仓
AFL
AFLAC INC
+$737.3K
6,595
增持
NLY
ANNALY CAPITAL MANAGEMENT IN
+$733.9K
185,887
+21%
清仓
LYV
LIVE NATION ENTERTAINMENT IN
-$723.0K
0
-100%
减持
COP
CONOCOPHILLIPS
-$720.4K
32,156
-0%
建仓
PYLD
PIMCO ETF TR
+$719.5K
27,000
增持
AXP
AMERICAN EXPRESS CO
+$718.5K
9,573
+16%
减持
TSLX
SIXTH STREET SPECIALTY LENDI
-$685.5K
39,859
-43%
增持
SLV
ISHARES SILVER TR
+$677.6K
99,336
+5%
清仓
—
SFL CORPORATION LTD
-$663.3K
0
-100%
增持
NFLX
NETFLIX INC
+$658.9K
4,098
+11%
建仓
—
DYNAVAX TECHNOLOGIES CORP
+$650.6K
58,404
减持
EFA
ISHARES TR
-$650.5K
9,831
-47%
减持
DBEF
DBX ETF TR
-$646.7K
5,817
-73%
清仓
—
NEW YORK CMNTY BANCORP INC
-$645.1K
0
-100%
增持
GS
GOLDMAN SACHS GROUP INC
+$638.9K
6,436
+6%
增持
SHW
SHERWIN WILLIAMS CO
+$633.6K
18,188
+0%
清仓
—
PIONEER NAT RES CO
-$628.1K
0
-100%
增持
XLF
SELECT SECTOR SPDR TR
+$624.7K
29,123
+76%
建仓
AMJB
JPMORGAN CHASE FINL CO LLC
+$624.3K
21,936
建仓
JEPI
J P MORGAN EXCHANGE TRADED F
+$618.0K
10,385
增持
WMT
WALMART INC
+$606.8K
20,425
+18%
减持
GBDC
GOLUB CAP BDC INC
-$600.7K
39,344
-45%
减持
INTC
INTEL CORP
-$582.7K
15,226
-28%
增持
MUC
BLACKROCK MUNIHLDNGS CALI QL
+$561.2K
151,503
+41%
减持
ROK
ROCKWELL AUTOMATION INC
-$554.0K
2,290
-43%
减持
MCD
MCDONALDS CORP
-$531.0K
5,680
-29%
清仓
VDE
VANGUARD WORLD FD
-$524.4K
0
-100%
清仓
BXSL
BLACKSTONE SECD LENDING FD
-$520.9K
0
-100%
减持
MIDD
MIDDLEBY CORP
-$505.4K
21,879
-1%
清仓
—
CEDAR FAIR L P
-$502.8K
0
-100%
减持
MTD
METTLER TOLEDO INTERNATIONAL
+$500.9K
3,061
-0%
清仓
CCAP
CRESCENT CAP BDC INC
-$490.4K
0
-100%
增持
CAT
CATERPILLAR INC
+$490.1K
2,472
+90%
清仓
TSI
TCW STRATEGIC INCOME FD INC
-$487.0K
0
-100%
清仓
IWF
ISHARES TR
-$483.0K
0
-100%
增持
JPM
JPMORGAN CHASE & CO.
+$471.4K
26,786
+4%
建仓
GDXJ
VANECK ETF TRUST
+$470.3K
9,635
建仓
VAC
MARRIOTT VACATIONS WORLDWIDE
+$466.7K
6,286
建仓
FUN
SIX FLAGS ENTERTAINMENT CORP
+$465.3K
11,542
清仓
USFR
WISDOMTREE TR
-$464.3K
0
-100%
减持
LOW
LOWES COS INC
+$460.9K
31,354
-1%
减持
ARCC
ARES CAPITAL CORP
-$458.8K
24,605
-47%
清仓
SGOV
ISHARES TR
-$457.3K
0
-100%
增持
MA
MASTERCARD INCORPORATED
+$438.9K
31,463
+0%
增持
PGF
INVESCO EXCHANGE TRADED FD T
+$433.6K
293,826
+7%
增持
MMM
3M CO
+$429.7K
11,829
+6%
清仓
CPAY
CORPAY INC
-$427.3K
0
-100%
增持
CPNG
COUPANG INC
+$427.3K
62,135
+1%
增持
IEF
ISHARES TR
+$425.6K
10,840
+61%
增持
—
INARI MED INC
-$422.2K
62,740
+0%
建仓
XLC
SELECT SECTOR SPDR TR
+$422.1K
4,669
减持
BRK/A
BERKSHIRE HATHAWAY INC DEL
-$407.5K
4
-20%
增持
ITA
ISHARES TR
+$407.0K
5,100
+89%
建仓
AMTM
AMENTUM HOLDINGS INC
+$396.5K
12,296
建仓
VXF
VANGUARD INDEX FDS
+$387.4K
2,123
增持
DVY
ISHARES TR
+$385.7K
13,793
+15%
增持
PG
PROCTER AND GAMBLE CO
+$381.5K
33,512
+0%
建仓
TXT
TEXTRON INC
+$377.6K
4,262
增持
VXUS
VANGUARD STAR FDS
+$375.9K
15,190
+51%
增持
XLV
SELECT SECTOR SPDR TR
+$375.0K
12,681
+19%
建仓
—
KALVISTA PHARMACEUTICALS INC
+$374.8K
32,363
增持
NOW
SERVICENOW INC
+$366.1K
2,421
+3%
增持
NEE
NEXTERA ENERGY INC
+$364.7K
12,912
+14%
减持
NKE
NIKE INC
-$352.1K
44,751
-2%
