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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 19
增持 74
减持 45
清仓 12
方向
标的
Δ市值
现股数(环比)
增持
GLDM
WORLD GOLD TR
+$80.3M
6,844,570
+4%
增持
NVDA
NVIDIA CORPORATION
+$44.8M
602,723
+295%
增持
GUNR
FLEXSHARES TR
+$25.2M
3,690,983
+14%
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
SCHP
SCHWAB STRATEGIC TR
+$23.9M
5,558,246
+14%
减持
META
META PLATFORMS INC
-$18.9M
17,683
-64%
增持
STIP
ISHARES TR
+$18.1M
208,130
+516%
增持
KKR
KKR & CO INC
+$17.4M
156,973
+2973%
增持
AAPL
APPLE INC
+$16.1M
362,559
+41%
增持
IVV
ISHARES TR
-$12.6M
629,942
+1%
增持
GOOG
ALPHABET INC
+$10.8M
104,769
+257%
减持
OEF
ISHARES TR
-$9.9M
425,681
-2%
清仓
—
INARI MED INC
-$9.8M
0
-100%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$9.8M
1,653,032
+6%
增持
DFAI
DIMENSIONAL ETF TRUST
+$9.1M
2,015,129
+9%
减持
XLE
SELECT SECTOR SPDR TR
-$8.3M
12,400
-89%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$8.3M
1,264,388
+14%
减持
RPAR
TIDAL ETF TR
+$8.1M
10,902,610
-1%
增持
DFAE
DIMENSIONAL ETF TRUST
+$7.5M
1,598,619
+20%
增持
VTIP
VANGUARD MALVERN FDS
+$7.0M
932,697
+14%
减持
AGG
ISHARES TR
-$5.9M
764,238
-9%
减持
SPY
SPDR S&P 500 ETF TR
-$5.8M
120,372
-3%
增持
UPAR
TIDAL ETF TR
+$5.4M
2,852,846
+8%
增持
GOOGL
ALPHABET INC
+$4.6M
183,133
+46%
减持
TIP
ISHARES TR
+$4.6M
1,097,031
-0%
增持
VTI
VANGUARD INDEX FDS
-$4.4M
563,450
+3%
减持
ACWI
ISHARES TR
-$3.8M
822,066
-3%
增持
DOCS
DOXIMITY INC
+$3.6M
282,524
+18%
减持
TSLA
TESLA INC
-$3.5M
10,272
-33%
建仓
LINE
LINEAGE INC
+$3.4M
58,300
增持
VNQ
VANGUARD INDEX FDS
+$3.4M
78,773
+89%
增持
V
VISA INC
+$3.2M
21,791
+55%
增持
VTWO
VANGUARD SCOTTSDALE FDS
-$3.1M
499,756
+3%
减持
TLT
ISHARES TR
-$3.1M
249,339
-15%
增持
DFIV
DIMENSIONAL ETF TRUST
+$3.0M
88,867
+573%
增持
MA
MASTERCARD INCORPORATED
+$3.0M
34,731
+14%
增持
SQ
BLOCK INC
-$2.9M
109,107
+5%
增持
MBB
ISHARES TR
+$2.7M
676,187
+2%
增持
VXUS
VANGUARD STAR FDS
+$2.7M
57,393
+284%
减持
VT
VANGUARD INTL EQUITY INDEX F
-$2.3M
488,130
-3%
减持
ORCL
ORACLE CORP
-$2.1M
54,141
-7%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$2.0M
20,013
+5%
减持
GLD
SPDR GOLD TR
+$1.8M
52,926
-5%
增持
VTEC
VANGUARD CALIF TAX FREE FDS
+$1.8M
20,995
+595%
增持
MSFT
MICROSOFT CORP
-$1.6M
116,714
+8%
增持
VOO
VANGUARD INDEX FDS
-$1.5M
148,596
+3%
减持
SM
SM ENERGY CO
-$1.5M
148,207
-3%
减持
MCO
MOODYS CORP
-$1.5M
22,827
-11%
增持
GDX
VANECK ETF TRUST
+$1.4M
63,932
+41%
减持
VTV
VANGUARD INDEX FDS
-$1.4M
379,916
-4%
清仓
URA
GLOBAL X FDS
-$1.3M
0
-100%
增持
AGI
ALAMOS GOLD INC NEW
+$1.3M
136,787
+8%
增持
BSV
VANGUARD BD INDEX FDS
+$1.3M
25,270
+173%
增持
IVE
ISHARES TR
+$1.3M
242,324
+3%
建仓
OAKM
HARRIS OAKMARK ETF TRUST
+$1.2M
48,650
增持
EDV
VANGUARD WORLD FD
+$1.1M
47,522
+43%
增持
DFAU
DIMENSIONAL ETF TRUST
+$1.1M
1,861,542
+7%
增持
QQQ
INVESCO QQQ TR
+$1.1M
22,214
+21%
建仓
DFAX
DIMENSIONAL ETF TRUST
+$1.1M
40,400
增持
VONE
VANGUARD SCOTTSDALE FDS
-$1.1M
96,853
+1%
增持
AVGO
BROADCOM INC
-$1.1M
24,303
+10%
减持
LOW
LOWES COS INC
-$1.0M
27,322
-9%
增持
ABBV
ABBVIE INC
+$1.0M
23,874
+6%
增持
SLV
ISHARES SILVER TR
+$1.0M
128,544
+14%
减持
CARR
CARRIER GLOBAL CORPORATION
-$996.1K
81,603
-9%
减持
GNR
SPDR INDEX SHS FDS
-$982.6K
83,655
-23%
减持
PEP
PEPSICO INC
-$977.2K
45,286
-11%
减持
ADI
ANALOG DEVICES INC
-$950.3K
31,108
-9%
减持
IWR
ISHARES TR
-$907.8K
80,482
-8%
减持
ADBE
ADOBE INC
-$905.5K
8,213
-10%
增持
TTD
THE TRADE DESK INC
+$889.8K
22,111
+712%
增持
AEM
AGNICO EAGLE MINES LTD
+$877.9K
22,854
+12%
增持
AMZN
AMAZON COM INC
-$861.8K
133,848
+12%
减持
GKOS
GLAUKOS CORP
-$855.3K
7,385
-30%
减持
MSCI
MSCI INC
-$839.5K
10,117
-7%
增持
BAC
BANK AMERICA CORP
+$826.2K
67,573
+49%
减持
JNJ
JOHNSON & JOHNSON
+$764.7K
73,364
-7%
增持
VB
VANGUARD INDEX FDS
+$757.6K
5,332
+202%
减持
NKE
NIKE INC
-$741.8K
35,559
-10%
减持
LTPZ
PIMCO ETF TR
-$715.3K
1,074,833
-6%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$711.0K
270,074
+2%
增持
ANET
ARISTA NETWORKS INC
+$669.2K
13,554
+293%
清仓
FLG
FLAGSTAR FINANCIAL INC
-$624.2K
0
-100%
增持
BND
VANGUARD BD INDEX FDS
+$618.2K
17,469
+89%
增持
REAL
THE REALREAL INC
+$609.6K
161,786
+574%
减持
SRE
SEMPRA
-$602.5K
24,994
-8%
减持
TJX
TJX COS INC NEW
-$602.4K
67,879
-8%
减持
DIS
DISNEY WALT CO
-$583.1K
42,153
-1%
减持
EMXC
ISHARES INC
-$582.1K
683,358
-1%
减持
FDS
FACTSET RESH SYS INC
-$568.7K
6,314
-12%
增持
LLY
ELI LILLY & CO
+$560.6K
7,658
+3%
增持
S
SENTINELONE INC
-$558.5K
142,283
+0%
建仓
IGOV
ISHARES TR
+$550.0K
13,953
增持
AI
C3 AI INC
-$540.4K
40,848
+0%
增持
XLU
SELECT SECTOR SPDR TR
+$537.2K
9,773
+217%
建仓
LRCX
LAM RESEARCH CORP
+$524.9K
7,197
增持
SIL
GLOBAL X FDS
+$520.0K
24,462
+79%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$519.7K
30,359
+40%
增持
AMGN
AMGEN INC
+$513.3K
8,267
+4%
减持
AZO
AUTOZONE INC
+$512.6K
2,779
-12%
减持
MTD
METTLER TOLEDO INTERNATIONAL
-$498.9K
2,567
-11%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$481.8K
167,801
+2%
增持
—
EXXON MOBIL CORP
+$476.9K
37,351
+1%
建仓
ET
ENERGY TRANSFER L P
+$476.2K
25,617
增持
SCHX
SCHWAB STRATEGIC TR
+$474.8K
81,380
+43%
清仓
MO
ALTRIA GROUP INC
-$464.0K
0
-100%
增持
ESGV
VANGUARD WORLD FD
-$440.4K
115,466
+3%
减持
GGG
GRACO INC
-$437.7K
43,824
-10%
增持
ABT
ABBOTT LABS
+$433.6K
19,375
+3%
减持
SHW
SHERWIN WILLIAMS CO
-$423.2K
15,756
-10%
增持
NOW
SERVICENOW INC
+$418.5K
3,800
+55%
减持
UNH
UNITEDHEALTH GROUP INC
-$415.7K
18,158
-7%
增持
VSGX
VANGUARD WORLD FD
+$390.2K
86,228
+4%
清仓
MDLZ
MONDELEZ INTL INC
-$366.8K
0
-100%
减持
CAVA
CAVA GROUP INC
-$361.9K
2,418
-52%
增持
IWM
ISHARES TR
-$347.3K
24,924
+4%
增持
JPM
JPMORGAN CHASE & CO.
+$336.9K
28,577
+3%
清仓
SHY
ISHARES TR
-$333.6K
0
-100%
增持
VO
VANGUARD INDEX FDS
+$332.7K
12,530
+14%
建仓
VOE
VANGUARD INDEX FDS
+$329.7K
2,054
清仓
QLTY
2023 ETF SERIES TRUST II
-$328.9K
0
-100%
清仓
UAL
UNITED AIRLS HLDGS INC
-$327.8K
0
-100%
增持
CRM
SALESFORCE INC
-$321.8K
5,622
+3%
清仓
—
DUPONT DE NEMOURS INC
-$321.6K
0
-100%
建仓
NOC
NORTHROP GRUMMAN CORP
+$313.9K
613
减持
BDX
BECTON DICKINSON & CO
-$313.8K
15,136
-9%
增持
COP
CONOCOPHILLIPS
+$312.3K
34,309
+3%
建仓
—
TRANE TECHNOLOGIES PLC
+$311.3K
924
建仓
ORLY
OREILLY AUTOMOTIVE INC
+$303.7K
212
建仓
HWM
HOWMET AEROSPACE INC
+$303.3K
2,338
减持
TGT
TARGET CORP
-$286.7K
3,200
-30%
清仓
IHI
ISHARES TR
-$284.6K
0
-100%
减持
AXP
AMERICAN EXPRESS CO
-$283.1K
9,558
-1%
增持
MMM
3M CO
+$279.1K
12,627
+3%
清仓
KMB
KIMBERLY-CLARK CORP
-$271.8K
0
-100%
建仓
SPMO
INVESCO EXCH TRADED FD TR II
+$270.4K
2,923
建仓
AIG
AMERICAN INTL GROUP INC
+$268.1K
3,083
增持
CRWD
CROWDSTRIKE HLDGS INC
+$265.8K
3,212
+27%
清仓
—
ROYAL CARIBBEAN GROUP
-$262.9K
0
-100%
建仓
PLD
PROLOGIS INC.
+$259.7K
2,323
建仓
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
+$258.6K
1,248
建仓
MELI
MERCADOLIBRE INC
+$253.6K
130
增持
MCK
MCKESSON CORP
+$248.6K
1,178
+23%
建仓
RSG
REPUBLIC SVCS INC
+$246.5K
1,018
减持
DFAT
DIMENSIONAL ETF TRUST
-$245.2K
12,041
-23%
建仓
RBLX
ROBLOX CORP
+$244.8K
4,200
减持
—
ACCENTURE PLC IRELAND
-$242.3K
4,959
-3%
建仓
D
DOMINION ENERGY INC
+$242.1K
4,318
增持
TRGP
TARGA RES CORP
+$240.6K
2,346
+82%
增持
VEEV
VEEVA SYS INC
+$239.5K
3,170
+35%
减持
CL
COLGATE PALMOLIVE CO
-$236.0K
54,908
-7%
