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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 30
增持 94
减持 26
方向
标的
Δ市值
现股数(环比)
增持
NVDA
NVIDIA CORPORATION
+$102.6M
1,062,656
+76%
增持
IVV
ISHARES TR
+$45.2M
642,945
+2%
增持
GLDM
WORLD GOLD TR
+$37.0M
7,030,213
+3%
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
+$30.7M
6,751,239
+21%
减持
RPAR
TIDAL TRUST I
-$23.4M
9,588,420
-12%
增持
VTI
VANGUARD INDEX FDS
+$21.5M
578,592
+3%
增持
VOO
VANGUARD INDEX FDS
+$19.9M
168,901
+14%
增持
MSFT
MICROSOFT CORP
+$19.3M
126,801
+9%
减持
KKR
KKR & CO INC
-$17.5M
4,571
-97%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$16.3M
1,760,494
+7%
增持
GUNR
FLEXSHARES TR
+$16.0M
3,971,272
+8%
增持
DFAI
DIMENSIONAL ETF TRUST
+$15.6M
2,272,514
+13%
增持
GOOG
ALPHABET INC
+$15.3M
178,714
+71%
增持
DFAU
DIMENSIONAL ETF TRUST
+$13.5M
2,007,907
+8%
减持
OEF
ISHARES TR
+$13.1M
421,785
-1%
增持
SPY
SPDR S&P 500 ETF TR
+$9.9M
124,958
+4%
增持
DFAE
DIMENSIONAL ETF TRUST
+$9.7M
1,764,427
+10%
减持
ACWI
ISHARES TR
+$9.1M
814,395
-1%
增持
AAPL
APPLE INC
+$8.9M
435,807
+20%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$8.7M
1,332,571
+5%
增持
AMZN
AMAZON COM INC
+$8.6M
155,233
+16%
减持
LTPZ
PIMCO ETF TR
-$8.5M
961,343
-11%
增持
VTIP
VANGUARD MALVERN FDS
+$7.5M
1,076,000
+15%
增持
EMXC
ISHARES INC
+$6.9M
705,390
+3%
减持
SQ
BLOCK INC
-$5.7M
3,768
-97%
增持
GOOGL
ALPHABET INC
+$5.5M
245,492
+34%
增持
IGOV
ISHARES TR
+$5.2M
134,056
+861%
减持
TLT
ISHARES TR
-$5.1M
199,392
-20%
减持
TIP
ISHARES TR
-$5.1M
1,061,353
-3%
增持
AVGO
BROADCOM INC
+$4.8M
32,309
+33%
增持
META
META PLATFORMS INC
+$4.7M
20,140
+14%
减持
UPAR
TIDAL TRUST I
-$4.6M
2,481,902
-13%
减持
AGG
ISHARES TR
-$4.6M
715,708
-6%
减持
ORCL
ORACLE CORP
+$4.1M
53,149
-2%
增持
UNH
UNITEDHEALTH GROUP INC
-$3.8M
18,316
+1%
减持
VT
VANGUARD INTL EQUITY INDEX F
+$3.6M
468,056
-4%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$3.1M
76,292
+126%
增持
DOCS
DOXIMITY INC
+$2.9M
315,333
+12%
建仓
VTHR
VANGUARD SCOTTSDALE FDS
+$2.8M
10,182
增持
MBB
ISHARES TR
+$2.7M
704,392
+4%
增持
JPM
JPMORGAN CHASE & CO.
+$2.7M
33,502
+17%
增持
QQQ
INVESCO QQQ TR
+$2.6M
23,556
+6%
增持
SNOW
SNOWFLAKE INC
+$2.6M
28,594
+9%
增持
NFLX
NETFLIX INC
+$2.4M
4,626
+13%
减持
VTWO
VANGUARD SCOTTSDALE FDS
+$2.3M
488,414
-2%
增持
VXUS
VANGUARD STAR FDS
+$2.1M
82,173
+43%
建仓
VOOG
VANGUARD ADMIRAL FDS INC
+$2.1M
5,243
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$2.1M
168,449
+0%
增持
IVE
ISHARES TR
+$2.1M
246,849
+2%
减持
EDV
VANGUARD WORLD FD
-$2.0M
19,891
-58%
增持
ANET
ARISTA NETWORKS INC
+$2.0M
29,593
+118%
增持
TSLA
TESLA INC
+$2.0M
14,541
+42%
增持
IWF
ISHARES TR
+$1.9M
5,217
+522%
增持
NOW
SERVICENOW INC
+$1.9M
4,802
+26%
增持
DFAC
DIMENSIONAL ETF TRUST
+$1.8M
75,496
+180%
减持
VONE
VANGUARD SCOTTSDALE FDS
+$1.8M
94,005
-3%
建仓
ALLW
SSGA ACTIVE TR
+$1.8M
67,962
建仓
VOOV
VANGUARD ADMIRAL FDS INC
+$1.7M
9,090
增持
ESGV
VANGUARD WORLD FD
+$1.7M
118,307
+2%
增持
INTU
INTUIT
+$1.5M
7,074
+6%
减持
IWR
ISHARES TR
-$1.5M
58,531
-27%
减持
VTV
VANGUARD INDEX FDS
+$1.5M
377,494
-1%
增持
SLV
ISHARES SILVER TR
+$1.4M
165,184
+29%
增持
GLD
SPDR GOLD TR
+$1.4M
54,561
+3%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$1.3M
3,453
+200%
增持
IWB
ISHARES TR
+$1.3M
14,482
+23%
增持
COST
COSTCO WHSL CORP NEW
+$1.3M
3,276
+58%
增持
MA
MASTERCARD INCORPORATED
+$1.2M
36,006
+4%
增持
GS
GOLDMAN SACHS GROUP INC
+$1.2M
6,797
+3%
建仓
GSLC
GOLDMAN SACHS ETF TR
+$1.2M
9,704
增持
DIS
DISNEY WALT CO
+$1.2M
42,801
+2%
建仓
OUNZ
VANECK MERK GOLD ETF
+$1.2M
36,299
减持
ADI
ANALOG DEVICES INC
+$1.1M
31,068
-0%
减持
VGIT
VANGUARD SCOTTSDALE FDS
-$1.1M
249,576
-8%
建仓
IJK
ISHARES TR
+$1.1M
11,946
增持
GE
GE AEROSPACE
+$995.7K
6,779
+81%
建仓
DFIC
DIMENSIONAL ETF TRUST
+$983.8K
31,643
建仓
IJJ
ISHARES TR
+$976.3K
7,900
建仓
IQLT
ISHARES TR
+$965.9K
22,349
增持
IWD
ISHARES TR
+$952.7K
8,006
+150%
增持
RBLX
ROBLOX CORP
+$924.4K
11,114
+165%
增持
HOOD
ROBINHOOD MKTS INC
+$917.3K
13,431
+64%
增持
TTD
THE TRADE DESK INC
+$912.7K
29,485
+33%
减持
LINE
LINEAGE INC
-$907.0K
57,707
-1%
减持
BDX
BECTON DICKINSON & CO
-$891.3K
14,954
-1%
建仓
IVOO
VANGUARD ADMIRAL FDS INC
+$847.9K
8,077
建仓
PNC
PNC FINL SVCS GROUP INC
+$821.7K
4,408
增持
CVX
CHEVRON CORP NEW
-$779.8K
40,228
+3%
增持
PM
PHILIP MORRIS INTL INC
+$779.7K
7,472
+102%
建仓
FTEC
FIDELITY COVINGTON TRUST
+$775.3K
3,931
增持
IEF
ISHARES TR
+$772.2K
20,328
+65%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$769.2K
9,268
+16%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$765.5K
8,590
+79%
增持
WMT
WALMART INC
+$760.0K
29,121
+23%
增持
XLU
SELECT SECTOR SPDR TR
+$747.3K
18,587
+90%
减持
HLI
HOULIHAN LOKEY INC
-$747.1K
1,709
-74%
增持
PEP
PEPSICO INC
-$732.8K
45,875
+1%
增持
JNJ
JOHNSON & JOHNSON
-$711.1K
74,996
+2%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$707.6K
3,613
+12%
建仓
DASH
DOORDASH INC
+$705.0K
2,860
增持
GNR
SPDR INDEX SHS FDS
+$696.7K
94,974
+14%
增持
IWP
ISHARES TR
+$684.7K
9,011
+87%
建仓
VRSN
VERISIGN INC
+$670.6K
2,322
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$658.9K
23,298
+16%
增持
VNQ
VANGUARD INDEX FDS
+$651.5K
87,398
+11%
建仓
IJT
ISHARES TR
+$646.2K
4,857
减持
IAU
ISHARES GOLD TR
+$643.6K
206,701
-0%
建仓
GSIE
GOLDMAN SACHS ETF TR
+$640.0K
16,138
减持
CARR
CARRIER GLOBAL CORPORATION
+$636.4K
79,382
-3%
增持
V
VISA INC
+$632.2K
23,290
+7%
减持
AZO
AUTOZONE INC
-$632.1K
2,684
-3%
增持
IJS
ISHARES TR
+$619.9K
8,350
+286%
建仓
VIOO
VANGUARD ADMIRAL FDS INC
+$609.0K
6,016
增持
ITA
ISHARES TR
+$607.1K
8,250
+33%
建仓
DXCM
DEXCOM INC
+$604.1K
6,921
建仓
INCY
INCYTE CORP
+$599.1K
8,798
增持
GEV
GE VERNOVA INC
+$598.5K
1,738
+65%
增持
STIP
ISHARES TR
+$593.7K
215,032
+3%
增持
DFIV
DIMENSIONAL ETF TRUST
+$593.3K
95,519
+7%
建仓
DKNG
DRAFTKINGS INC NEW
+$586.1K
13,666
增持
SM
SM ENERGY CO
-$576.6K
156,300
+5%
增持
IWM
ISHARES TR
+$570.0K
25,683
+3%
增持
VSGX
VANGUARD WORLD FD
+$569.1K
86,334
+0%
建仓
COF
CAPITAL ONE FINL CORP
+$562.4K
2,643
增持
PANW
PALO ALTO NETWORKS INC
+$560.9K
8,538
+23%
增持
AXP
AMERICAN EXPRESS CO
+$560.0K
9,818
+3%
增持
FIX
COMFORT SYS USA INC
+$559.4K
1,657
+62%
建仓
PRF
INVESCO EXCHANGE TRADED FD T
+$545.9K
12,915
增持
SDY
SPDR SERIES TRUST
+$539.4K
6,150
+182%
建仓
APH
AMPHENOL CORP NEW
+$529.5K
5,353
增持
BAC
BANK AMERICA CORP
+$527.0K
70,727
+5%
减持
MCO
MOODYS CORP
+$517.4K
22,225
-3%
增持
GDX
VANECK ETF TRUST
+$517.1K
66,385
+4%
建仓
EFV
ISHARES TR
+$510.2K
8,037
增持
XLI
SELECT SECTOR SPDR TR
+$508.8K
5,430
+143%
增持
SIL
GLOBAL X FDS
+$505.1K
30,496
+25%
建仓
KMX
CARMAX INC
+$502.7K
7,479
增持
EFG
ISHARES TR
+$498.9K
15,356
+26%
增持
VEEV
VEEVA SYS INC
+$494.8K
4,268
+35%
增持
CPNG
COUPANG INC
+$491.8K
60,397
+1%
增持
ABT
ABBOTT LABS
+$481.0K
22,433
+16%
增持
GM
GENERAL MTRS CO
+$477.5K
20,692
+80%
增持
VTEC
VANGUARD CALIF TAX FREE FDS
+$476.1K
26,042
+24%
增持
VYM
VANGUARD WHITEHALL FDS
+$471.9K
15,301
+26%
建仓
MNST
MONSTER BEVERAGE CORP NEW
+$469.2K
7,490
增持
UBER
UBER TECHNOLOGIES INC
+$468.7K
10,043
+56%
建仓
EXPE
EXPEDIA GROUP INC
+$464.3K
2,752
增持
COP
CONOCOPHILLIPS
-$463.4K
34,987
+2%
建仓
LYFT
LYFT INC
+$460.6K
29,228
建仓
PSA
PUBLIC STORAGE OPER CO
+$455.9K
1,554
