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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 21
增持 62
减持 56
清仓 11
方向
标的
Δ市值
现股数(环比)
减持
RPAR
TIDAL ETF TR
-$67.3M
11,057,434
-17%
减持
GUNR
FLEXSHARES TR
-$27.2M
3,245,364
-8%
增持
VTIP
VANGUARD MALVERN FDS
+$18.1M
817,252
+88%
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
META
META PLATFORMS INC
-$17.7M
49,769
-39%
减持
LTPZ
PIMCO ETF TR
-$13.4M
1,143,553
-10%
增持
SCHP
SCHWAB STRATEGIC TR
-$10.1M
4,860,747
+92%
增持
VTI
VANGUARD INDEX FDS
+$7.4M
549,597
+3%
增持
—
INARI MED INC
+$7.3M
192,926
+208%
减持
UPAR
TIDAL ETF TR
-$6.4M
2,632,606
-3%
增持
AAPL
APPLE INC
+$5.8M
257,350
+2%
增持
DFAU
DIMENSIONAL ETF TRUST
+$5.8M
1,739,702
+7%
减持
AGG
ISHARES TR
-$5.3M
840,567
-2%
减持
TIP
ISHARES TR
-$5.1M
1,101,020
-1%
减持
TLT
ISHARES TR
-$4.8M
294,947
-5%
减持
EMXC
ISHARES INC
-$4.7M
689,419
-2%
增持
VEA
VANGUARD TAX-MANAGED FDS
-$4.2M
1,552,764
+4%
增持
NVDA
NVIDIA CORPORATION
+$4.2M
152,636
+14%
增持
AMZN
AMAZON COM INC
+$4.1M
120,004
+1%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$4.1M
1,111,658
+18%
减持
EDV
VANGUARD WORLD FD
-$3.8M
33,267
-56%
减持
ACWI
ISHARES TR
-$3.8M
846,951
-2%
增持
GNR
SPDR INDEX SHS FDS
+$3.8M
109,269
+286%
增持
VOO
VANGUARD INDEX FDS
+$3.1M
144,499
+2%
减持
VTWO
VANGUARD SCOTTSDALE FDS
-$3.1M
486,290
-7%
减持
OEF
ISHARES TR
+$2.9M
433,469
-2%
减持
GOOGL
ALPHABET INC
+$2.7M
125,325
-1%
增持
TSLA
TESLA INC
+$2.7M
15,348
+14%
增持
AVGO
BROADCOM INC
+$2.7M
22,081
+56%
增持
VUG
VANGUARD INDEX FDS
+$2.7M
10,257
+153%
增持
DFAI
DIMENSIONAL ETF TRUST
-$2.6M
1,842,807
+4%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$2.4M
501,441
+6%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$2.1M
23,121
+115%
减持
NLY
ANNALY CAPITAL MANAGEMENT IN
-$2.0M
96,535
-48%
清仓
BHK
BLACKROCK CORE BD TR
-$2.0M
0
-100%
减持
IVV
ISHARES TR
+$1.9M
622,628
-1%
减持
UNH
UNITEDHEALTH GROUP INC
-$1.9M
19,622
-3%
减持
VNQ
VANGUARD INDEX FDS
-$1.9M
41,726
-27%
增持
ESGE
ISHARES INC
+$1.9M
98,797
+156%
增持
DFAE
DIMENSIONAL ETF TRUST
-$1.9M
1,336,359
+2%
增持
SQ
BLOCK INC
+$1.9M
103,871
+0%
增持
SPY
SPDR S&P 500 ETF TR
+$1.7M
124,677
+0%
减持
JNJ
JOHNSON & JOHNSON
-$1.6M
78,841
-2%
增持
GLDM
WORLD GOLD TR
+$1.5M
6,604,327
+1%
增持
ESGV
VANGUARD WORLD FD
+$1.5M
112,025
+11%
减持
CARR
CARRIER GLOBAL CORPORATION
-$1.5M
90,089
-5%
减持
—
LINDE PLC
-$1.5M
16,863
-6%
建仓
IBIT
ISHARES BITCOIN TRUST ETF
+$1.4M
26,470
增持
STIP
ISHARES TR
+$1.4M
33,763
+70%
建仓
VGSH
VANGUARD SCOTTSDALE FDS
+$1.3M
21,692
减持
PEP
PEPSICO INC
-$1.2M
50,628
-4%
建仓
HLI
HOULIHAN LOKEY INC
+$1.1M
6,603
减持
LOW
LOWES COS INC
-$1.1M
29,996
-4%
增持
ROK
ROCKWELL AUTOMATION INC
+$1.1M
5,896
+157%
减持
MTD
METTLER TOLEDO INTERNATIONAL
-$1.1M
2,885
-6%
增持
GOOG
ALPHABET INC
+$1.0M
29,361
+8%
增持
JPM
JPMORGAN CHASE & CO.
+$1.0M
27,838
+4%
减持
SHW
SHERWIN WILLIAMS CO
-$1.0M
17,430
-4%
减持
DOCS
DOXIMITY INC
+$1.0M
240,034
-11%
增持
VONE
VANGUARD SCOTTSDALE FDS
+$987.5K
96,137
+1%
减持
NKE
NIKE INC
-$958.6K
39,618
-11%
减持
ADI
ANALOG DEVICES INC
-$956.8K
34,001
-4%
增持
MBB
ISHARES TR
-$952.5K
661,944
+3%
减持
SNOW
SNOWFLAKE INC
+$925.6K
25,331
-3%
减持
ADBE
ADOBE INC
-$889.8K
9,120
-5%
清仓
GSBD
GOLDMAN SACHS BDC INC
-$866.8K
0
-100%
减持
IAU
ISHARES GOLD TR
-$860.4K
207,704
-7%
减持
CL
COLGATE PALMOLIVE CO
-$840.4K
59,189
-1%
建仓
FBTC
FIDELITY WISE ORIGIN BITCOIN
+$826.3K
10,129
增持
V
VISA INC
+$805.0K
14,101
+6%
增持
NFLX
NETFLIX INC
+$787.0K
4,144
+1%
减持
OTIS
OTIS WORLDWIDE CORP
-$756.6K
46,047
-5%
减持
MCO
MOODYS CORP
-$745.8K
25,577
-6%
减持
XLE
SELECT SECTOR SPDR TR
-$684.2K
110,545
-4%
增持
LLY
ELI LILLY & CO
-$663.5K
7,466
+3%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$641.3K
163,764
-0%
增持
AGI
ALAMOS GOLD INC NEW
+$637.2K
127,088
+49%
增持
GS
GOLDMAN SACHS GROUP INC
+$630.7K
6,666
+4%
增持
BAC
BANK AMERICA CORP
+$618.7K
45,360
+31%
清仓
JEPI
J P MORGAN EXCHANGE TRADED F
-$618.0K
0
-100%
增持
VO
VANGUARD INDEX FDS
+$602.6K
11,009
+26%
建仓
BLK
BLACKROCK INC
+$581.5K
567
增持
PG
PROCTER AND GAMBLE CO
+$572.9K
38,039
+14%
减持
AMGN
AMGEN INC
-$562.3K
7,913
-3%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$541.8K
7,885
+35%
减持
MA
MASTERCARD INCORPORATED
+$539.4K
30,529
-3%
减持
VGT
VANGUARD WORLD FD
-$518.0K
4,194
-21%
清仓
—
BARRICK GOLD CORP
-$516.8K
0
-100%
清仓
—
BLACKROCK INC
-$516.0K
0
-100%
增持
GLD
SPDR GOLD TR
+$505.7K
55,537
+4%
增持
CRM
SALESFORCE INC
+$500.5K
5,469
+13%
建仓
SPDW
SPDR INDEX SHS FDS
+$482.8K
14,145
增持
VSGX
VANGUARD WORLD FD
+$463.0K
82,813
+20%
增持
BIIB
BIOGEN INC
-$451.7K
11,568
+1%
增持
CME
CME GROUP INC
+$451.1K
24,673
+0%
增持
NOW
SERVICENOW INC
+$441.5K
2,459
+2%
减持
ACRE
ARES COML REAL ESTATE CORP
-$430.2K
54,000
-49%
增持
MCD
MCDONALDS CORP
+$430.0K
7,450
+31%
减持
DIS
DISNEY WALT CO
+$427.7K
42,410
-5%
增持
VV
VANGUARD INDEX FDS
+$427.5K
2,345
+202%
减持
NEM
NEWMONT CORP
-$419.1K
15,279
-17%
减持
BDX
BECTON DICKINSON & CO
-$417.1K
16,666
-4%
增持
AI
C3 AI INC
+$414.9K
40,669
+0%
减持
DHR
DANAHER CORPORATION
-$414.5K
8,147
-1%
建仓
AIQ
GLOBAL X FDS
+$408.2K
10,562
增持
WMT
WALMART INC
+$405.5K
22,692
+11%
减持
GDX
VANECK ETF TRUST
-$405.0K
45,366
-7%
清仓
—
WIX COM LTD
-$398.5K
0
-100%
增持
SRE
SEMPRA
+$397.3K
27,220
+14%
增持
PYLD
PIMCO ETF TR
+$391.1K
42,634
+58%
减持
PFF
ISHARES TR
-$390.6K
6,630
-63%
增持
EFX
EQUIFAX INC
-$388.8K
11,571
+2%
减持
SM
SM ENERGY CO
-$386.2K
152,928
-3%
减持
AZO
AUTOZONE INC
-$381.3K
3,149
-5%
建仓
ANET
ARISTA NETWORKS INC
+$381.0K
3,447
减持
—
EXXON MOBIL CORP
-$375.4K
36,862
-0%
减持
EEM
ISHARES TR
-$374.4K
30,080
-15%
减持
GGG
GRACO INC
-$373.5K
48,611
-5%
建仓
ETH
GRAYSCALE ETHEREUM MINI TR E
+$370.7K
11,773
增持
SCHA
SCHWAB STRATEGIC TR
+$367.1K
25,557
+348%
建仓
MDLZ
MONDELEZ INTL INC
+$366.8K
6,093
增持
FISV
FISERV INC
+$358.8K
9,362
+8%
减持
PH
PARKER-HANNIFIN CORP
-$347.8K
771
-42%
建仓
—
MEDTRONIC PLC
+$345.1K
4,281
增持
NAC
NUVEEN CA QUALTY MUN INCOME
+$340.6K
240,374
+21%
建仓
IWF
ISHARES TR
+$336.9K
839
减持
IBB
ISHARES TR
-$334.8K
3,974
-33%
建仓
UAL
UNITED AIRLS HLDGS INC
+$327.8K
3,376
增持
CSCO
CISCO SYS INC
+$327.2K
35,377
+7%
减持
PFE
PFIZER INC
-$319.1K
25,424
-26%
减持
KVUE
KENVUE INC
-$318.8K
18,863
-40%
增持
VTV
VANGUARD INDEX FDS
+$315.8K
395,864
+4%
增持
ABT
ABBOTT LABS
+$310.9K
18,889
+18%
建仓
BMY
BRISTOL-MYERS SQUIBB CO
+$309.4K
5,470
增持
VGIT
VANGUARD SCOTTSDALE FDS
-$307.3K
264,334
+2%
增持
MRVL
MARVELL TECHNOLOGY INC
+$307.0K
4,999
+47%
清仓
LKQ
LKQ CORP
-$304.4K
0
-100%
增持
BA
BOEING CO
+$301.7K
9,321
+5%
建仓
VTEC
VANGUARD CALIF TAX FREE FDS
+$300.9K
3,023
增持
QCOM
QUALCOMM INC
-$300.0K
21,073
+1%
清仓
SGOL
ETFS GOLD TR
-$300.0K
0
-100%
清仓
STZ
CONSTELLATION BRANDS INC
-$298.3K
0
-100%
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$296.2K
3,917
清仓
KREF
KKR REAL ESTATE FIN TR INC
-$292.3K
0
-100%
清仓
—
SILVERCREST METALS INC
-$290.1K
0
-100%
建仓
IHI
ISHARES TR
+$284.6K
4,878
减持
REXR
REXFORD INDL RLTY INC
-$283.2K
24,174
-0%
建仓
TRV
TRAVELERS COMPANIES INC
+$282.3K
1,172
建仓
KBE
SPDR SER TR
+$281.2K
5,070
建仓
ICE
INTERCONTINENTAL EXCHANGE IN
+$279.9K
1,878
建仓
GEV
GE VERNOVA INC
+$279.8K
850
