小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 10
增持 94
减持 41
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
GLDM
WORLD GOLD TR
+$93.8M
7,251,662
+3%
增持
NVDA
NVIDIA CORPORATION
+$35.9M
1,092,207
+3%
增持
SCHP
SCHWAB STRATEGIC TR
+$28.8M
7,751,122
+15%
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
IVV
ISHARES TR
+$28.0M
638,360
-1%
增持
GOOGL
ALPHABET INC
+$28.0M
254,567
+4%
增持
SPY
SPDR S&P 500 ETF TR
+$27.4M
157,014
+26%
增持
AAPL
APPLE INC
+$26.5M
455,384
+4%
增持
GUNR
FLEXSHARES TR
+$24.8M
4,205,226
+6%
增持
RPAR
TIDAL TRUST I
+$24.2M
10,217,556
+7%
增持
VTI
VANGUARD INDEX FDS
+$17.0M
587,652
+2%
增持
GOOG
ALPHABET INC
+$13.2M
184,196
+3%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$12.3M
1,443,196
+8%
减持
OEF
ISHARES TR
+$11.8M
421,208
-0%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$11.5M
1,867,022
+6%
减持
LTPZ
PIMCO ETF TR
-$9.3M
772,559
-20%
增持
DFAU
DIMENSIONAL ETF TRUST
+$8.4M
2,042,994
+2%
增持
VTIP
VANGUARD MALVERN FDS
+$8.4M
1,233,738
+15%
增持
VOO
VANGUARD INDEX FDS
+$8.2M
170,052
+1%
增持
DFAI
DIMENSIONAL ETF TRUST
+$7.7M
2,373,033
+4%
增持
DFAE
DIMENSIONAL ETF TRUST
+$7.7M
1,863,434
+6%
减持
ACWI
ISHARES TR
+$7.6M
812,866
-0%
增持
XLU
SELECT SECTOR SPDR TR
+$7.4M
102,069
+449%
增持
MSFT
MICROSOFT CORP
+$5.5M
132,396
+4%
减持
AGG
ISHARES TR
-$5.5M
653,441
-9%
增持
VTWO
VANGUARD SCOTTSDALE FDS
+$5.3M
489,987
+0%
增持
IGOV
ISHARES TR
+$5.1M
255,706
+91%
增持
EMXC
ISHARES INC
+$5.0M
733,764
+4%
减持
VT
VANGUARD INTL EQUITY INDEX F
+$4.2M
467,124
-0%
增持
GLD
SPDR GOLD TR
+$3.9M
57,675
+6%
增持
XME
SPDR SERIES TRUST
+$3.8M
57,677
+153%
增持
MBB
ISHARES TR
+$3.7M
733,887
+4%
增持
SLV
ISHARES SILVER TR
+$3.7M
214,748
+30%
增持
META
META PLATFORMS INC
+$3.5M
25,067
+24%
减持
TLT
ISHARES TR
-$3.5M
157,940
-21%
增持
ORCL
ORACLE CORP
+$3.5M
53,675
+1%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$3.2M
174,778
+4%
建仓
CPRT
COPART INC
+$3.1M
68,868
增持
AVGO
BROADCOM INC
+$2.8M
35,519
+10%
增持
JNJ
JOHNSON & JOHNSON
+$2.8M
76,841
+2%
增持
GDX
VANECK ETF TRUST
+$2.6M
79,556
+20%
增持
HLT
HILTON WORLDWIDE HLDGS INC
+$2.6M
12,085
+459%
减持
UPAR
TIDAL TRUST I
+$2.6M
2,481,240
-0%
减持
IVE
ISHARES TR
+$2.4M
245,376
-1%
减持
MA
MASTERCARD INCORPORATED
-$2.3M
31,513
-12%
减持
VTV
VANGUARD INDEX FDS
+$2.3M
370,045
-2%
增持
VO
VANGUARD INDEX FDS
+$2.1M
18,985
+54%
减持
MIDD
MIDDLEBY CORP
-$2.1M
1,832
-89%
增持
TSLA
TESLA INC
+$2.1M
15,022
+3%
增持
STIP
ISHARES TR
+$2.0M
233,903
+9%
增持
JPM
JPMORGAN CHASE & CO.
+$2.0M
37,252
+11%
增持
QQQ
INVESCO QQQ TR
+$2.0M
24,958
+6%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$2.0M
102,101
+34%
减持
ESGV
VANGUARD WORLD FD
-$2.0M
92,972
-21%
增持
IWM
ISHARES TR
+$1.9M
30,551
+19%
增持
ABBV
ABBVIE INC
+$1.7M
30,208
+6%
减持
COP
CONOCOPHILLIPS
-$1.6M
15,861
-55%
增持
AMZN
AMAZON COM INC
+$1.5M
162,049
+4%
减持
INTU
INTUIT
-$1.5M
5,963
-16%
减持
AZO
AUTOZONE INC
+$1.5M
2,670
-1%
增持
IWF
ISHARES TR
+$1.5M
7,886
+51%
减持
TIP
ISHARES TR
-$1.4M
1,037,516
-2%
建仓
PFF
ISHARES TR
+$1.4M
44,233
增持
VXUS
VANGUARD STAR FDS
+$1.4M
96,147
+17%
增持
VSGX
VANGUARD WORLD FD
+$1.3M
100,685
+17%
增持
PAVE
GLOBAL X FDS
+$1.3M
78,954
+41%
减持
FISV
FISERV INC
-$1.3M
3,690
-64%
增持
ANET
ARISTA NETWORKS INC
+$1.3M
29,601
+0%
减持
CARR
CARRIER GLOBAL CORPORATION
-$1.3M
75,849
-4%
增持
VTEC
VANGUARD CALIF TAX FREE FDS
+$1.2M
37,402
+44%
增持
MUC
BLACKROCK MUNIHLDNGS CALI QL
+$1.2M
276,003
+58%
建仓
FBND
FIDELITY MERRIMACK STR TR
+$1.1M
24,519
增持
VB
VANGUARD INDEX FDS
+$1.1M
10,720
+59%
增持
WMT
WALMART INC
+$1.1M
38,607
+33%
减持
DOCS
DOXIMITY INC
+$1.1M
279,637
-11%
增持
IEFA
ISHARES TR
+$1.1M
29,205
+68%
增持
LLY
ELI LILLY & CO
+$1.1M
10,248
+18%
减持
FDS
FACTSET RESH SYS INC
-$1.0M
6,105
-2%
增持
EFV
ISHARES TR
+$1.0M
22,797
+184%
减持
PG
PROCTER AND GAMBLE CO
-$1.0M
33,705
-13%
减持
AEM
AGNICO EAGLE MINES LTD
+$1.0M
22,856
-4%
增持
FIX
COMFORT SYS USA INC
+$1.0M
2,304
+39%
减持
AGI
ALAMOS GOLD INC NEW
+$997.4K
137,457
-4%
减持
VONE
VANGUARD SCOTTSDALE FDS
+$984.6K
90,580
-4%
建仓
PPLT
ABRDN PLATINUM ETF TRUST
+$930.7K
6,514
增持
CVX
CHEVRON CORP NEW
+$923.5K
43,040
+7%
增持
IJR
ISHARES TR
+$909.7K
18,581
+56%
增持
UNH
UNITEDHEALTH GROUP INC
+$906.1K
19,172
+5%
增持
DVY
ISHARES TR
+$894.1K
21,307
+33%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$868.8K
11,182
+30%
增持
MS
MORGAN STANLEY
+$867.9K
14,990
+39%
减持
VGIT
VANGUARD SCOTTSDALE FDS
-$866.7K
234,223
-6%
增持
GNR
SPDR INDEX SHS FDS
+$862.0K
101,560
+7%
增持
GS
GOLDMAN SACHS GROUP INC
+$843.0K
7,099
+4%
增持
COST
COSTCO WHSL CORP NEW
+$834.7K
4,405
+34%
减持
—
LINDE PLC
-$811.5K
13,330
-12%
增持
LOW
LOWES COS INC
+$805.2K
26,988
+0%
减持
TTD
THE TRADE DESK INC
-$802.6K
26,934
-9%
增持
SIL
GLOBAL X FDS
+$796.5K
31,643
+4%
增持
ACRE
ARES COML REAL ESTATE CORP
+$792.2K
227,326
+319%
建仓
HDV
ISHARES TR
+$787.4K
6,430
清仓
ETH
GRAYSCALE ETHEREUM MINI TR E
-$777.1K
0
-100%
减持
BDX
BECTON DICKINSON & CO
-$774.9K
9,621
-36%
增持
VNQ
VANGUARD INDEX FDS
+$766.3K
93,524
+7%
减持
DSL
DOUBLELINE INCOME SOLUTIONS
-$754.0K
135,396
-31%
减持
CL
COLGATE PALMOLIVE CO
-$751.5K
52,010
-4%
增持
IJH
ISHARES TR
+$746.1K
42,047
+31%
减持
BIT
BLACKROCK MULTI SECTOR INC T
-$728.2K
32,306
-59%
增持
BAC
BANK AMERICA CORP
+$720.8K
78,845
+11%
增持
HOOD
ROBINHOOD MKTS INC
+$702.6K
13,690
+2%
减持
CHD
CHURCH & DWIGHT CO INC
-$679.3K
6,946
-48%
增持
—
EXXON MOBIL CORP
+$666.9K
45,099
+10%
增持
GLW
CORNING INC
+$658.6K
20,036
+7%
清仓
CNI
CANADIAN NATL RY CO
-$656.3K
0
-100%
增持
IVW
ISHARES TR
+$642.1K
16,717
+34%
增持
EFG
ISHARES TR
+$640.6K
20,728
+35%
增持
LRCX
LAM RESEARCH CORP
+$632.3K
10,508
+32%
增持
GDXJ
VANECK ETF TRUST
+$587.9K
13,287
+23%
建仓
URA
GLOBAL X FDS
+$583.5K
12,240
减持
MCO
MOODYS CORP
-$576.9K
22,185
-0%
增持
RTX
RTX CORPORATION
+$576.9K
14,817
+14%
减持
TJX
TJX COS INC NEW
+$569.8K
60,926
-9%
减持
FTNT
FORTINET INC
-$556.9K
7,670
-33%
建仓
VYMI
VANGUARD WHITEHALL FDS
+$550.0K
6,495
建仓
VST
VISTRA CORP
+$547.7K
2,795
减持
SM
SM ENERGY CO
-$531.7K
133,380
-15%
增持
MU
MICRON TECHNOLOGY INC
+$527.7K
5,755
+63%
增持
VRT
VERTIV HOLDINGS CO
+$522.4K
5,659
+119%
增持
GE
GE AEROSPACE
+$520.6K
7,521
+11%
增持
SRE
SEMPRA
+$520.5K
25,739
+10%
增持
NOW
SERVICENOW INC
-$508.5K
4,812
+0%
增持
HD
HOME DEPOT INC
+$505.5K
5,890
+15%
增持
MCD
MCDONALDS CORP
+$503.7K
8,908
+18%
清仓
KMX
CARMAX INC
-$502.7K
0
-100%
增持
VGT
VANGUARD WORLD FD
+$501.2K
4,396
+5%
增持
QCOM
QUALCOMM INC
+$496.7K
24,564
+9%
增持
IEMG
ISHARES INC
+$493.9K
14,393
+90%
增持
—
JOHNSON CTLS INTL PLC
+$489.5K
10,129
+71%
增持
CSCO
CISCO SYS INC
+$486.5K
42,026
+22%
增持
INTC
INTEL CORP
+$486.1K
32,059
+22%
减持
OTIS
OTIS WORLDWIDE CORP
-$481.9K
38,170
-5%
清仓
MNST
MONSTER BEVERAGE CORP NEW
-$469.2K
0
-100%
增持
AXP
AMERICAN EXPRESS CO
+$467.8K
10,836
+10%
减持
GBDC
GOLUB CAP BDC INC
-$467.3K
25,953
-54%
增持
CAT
CATERPILLAR INC
+$466.9K
3,790
+10%
清仓
MFIC
MIDCAP FINANCIAL INVSTMNT CO
-$464.4K
0
-100%
建仓
JPIE
J P MORGAN EXCHANGE TRADED F
+$457.4K
9,855
减持
MIN
MFS INTER INCOME TR
-$444.0K
166,000
-49%
增持
C
CITIGROUP INC
+$442.9K
11,429
+36%
建仓
LHX
L3HARRIS TECHNOLOGIES INC
+$431.8K
1,413
减持
ESGE
ISHARES INC
+$421.0K
99,049
-0%
