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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 14
增持 94
减持 33
清仓 9
方向
标的
Δ市值
现股数(环比)
增持
GLDM
WORLD GOLD TR
+$75.2M
7,374,785
+2%
增持
SCHP
SCHWAB STRATEGIC TR
+$30.4M
9,032,516
+17%
增持
VTIP
VANGUARD MALVERN FDS
+$29.8M
1,865,321
+51%
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
GUNR
FLEXSHARES TR
+$24.3M
4,546,036
+8%
增持
GOOGL
ALPHABET INC
+$21.1M
265,018
+4%
增持
DFAU
DIMENSIONAL ETF TRUST
+$19.0M
2,402,762
+18%
增持
VTI
VANGUARD INDEX FDS
+$18.7M
632,468
+8%
减持
SPY
SPDR S&P 500 ETF TR
-$18.5M
126,222
-20%
增持
DFAI
DIMENSIONAL ETF TRUST
+$15.9M
2,681,334
+13%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$15.8M
2,044,257
+9%
增持
LRCX
LAM RESEARCH CORP
+$13.9M
89,332
+750%
增持
GOOG
ALPHABET INC
+$13.6M
186,388
+1%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$13.3M
1,701,757
+18%
增持
AAPL
APPLE INC
+$13.0M
474,305
+4%
增持
RPAR
TIDAL TRUST I
+$10.2M
10,519,047
+3%
增持
MBB
ISHARES TR
+$9.8M
836,786
+14%
减持
DOCS
DOXIMITY INC
-$8.1M
279,435
-0%
增持
DFAE
DIMENSIONAL ETF TRUST
+$7.0M
2,019,725
+8%
减持
LTPZ
PIMCO ETF TR
-$6.7M
663,471
-14%
增持
VTEC
VANGUARD CALIF TAX FREE FDS
+$6.3M
100,023
+167%
增持
XLU
SELECT SECTOR SPDR TR
+$5.8M
345,222
+238%
减持
SLV
ISHARES SILVER TR
+$4.6M
212,807
-1%
增持
ORCL
ORACLE CORP
-$4.4M
55,033
+3%
增持
LLY
ELI LILLY & CO
+$4.2M
11,220
+9%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$4.0M
30,729
+35%
增持
DFIV
DIMENSIONAL ETF TRUST
+$4.0M
168,177
+76%
减持
AGG
ISHARES TR
-$3.9M
616,806
-6%
增持
VNQ
VANGUARD INDEX FDS
+$3.7M
138,211
+48%
增持
VTWO
VANGUARD SCOTTSDALE FDS
+$3.3M
515,110
+5%
减持
IVV
ISHARES TR
+$3.3M
628,619
-2%
增持
AMZN
AMAZON COM INC
+$3.3M
168,498
+4%
增持
NVDA
NVIDIA CORPORATION
+$3.3M
1,110,392
+2%
减持
EMXC
ISHARES INC
+$3.2M
725,962
-1%
增持
VOO
VANGUARD INDEX FDS
+$3.1M
171,537
+1%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$3.1M
478,189
+2%
增持
MSFT
MICROSOFT CORP
-$3.0M
135,525
+2%
增持
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$3.0M
8
+100%
减持
ESGV
VANGUARD WORLD FD
-$2.9M
66,654
-28%
增持
IGOV
ISHARES TR
+$2.8M
329,024
+29%
建仓
GQGU
ADVISORS INNER CIRCLE FD III
+$2.8M
112,259
减持
TLT
ISHARES TR
-$2.8M
130,255
-18%
减持
AZO
AUTOZONE INC
-$2.7M
2,570
-4%
增持
MU
MICRON TECHNOLOGY INC
+$2.6M
12,651
+120%
建仓
—
HERBALIFE LTD
+$2.6M
204,529
减持
ACWI
ISHARES TR
+$2.4M
810,919
-0%
减持
VO
VANGUARD INDEX FDS
-$2.1M
11,879
-37%
增持
OBDC
BLUE OWL CAPITAL CORPORATION
+$2.1M
175,662
+1575%
增持
JNJ
JOHNSON & JOHNSON
+$2.1M
78,763
+3%
增持
STIP
ISHARES TR
+$2.0M
255,665
+9%
减持
TIP
ISHARES TR
-$2.0M
1,031,783
-1%
增持
XLK
SELECT SECTOR SPDR TR
+$1.9M
38,344
+201%
增持
OUNZ
VANECK MERK GOLD ETF
+$1.8M
80,725
+93%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$1.6M
179,740
+3%
增持
TJX
TJX COS INC NEW
+$1.6M
67,773
+11%
减持
GLD
SPDR GOLD TR
+$1.5M
55,620
-4%
建仓
OUT
OUTFRONT MEDIA INC
+$1.5M
62,261
增持
AGI
ALAMOS GOLD INC NEW
+$1.5M
162,976
+19%
增持
AVGO
BROADCOM INC
+$1.5M
38,133
+7%
增持
V
VISA INC
+$1.5M
28,430
+14%
增持
XLF
SELECT SECTOR SPDR TR
+$1.4M
64,004
+67%
清仓
PFF
ISHARES TR
-$1.4M
0
-100%
减持
IVE
ISHARES TR
+$1.4M
245,312
-0%
增持
META
META PLATFORMS INC
+$1.3M
29,900
+19%
增持
QCOM
QUALCOMM INC
+$1.3M
31,528
+28%
增持
SHOP
SHOPIFY INC
+$1.3M
14,934
+101%
建仓
XLY
SELECT SECTOR SPDR TR
+$1.2M
10,308
增持
RTX
RTX CORPORATION
+$1.2M
20,154
+36%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$1.2M
254,784
+9%
增持
VAC
MARRIOTT VACATIONS WORLDWIDE
+$1.2M
27,748
+347%
增持
VSGX
VANGUARD WORLD FD
+$1.2M
114,200
+13%
清仓
FBND
FIDELITY MERRIMACK STR TR
-$1.1M
0
-100%
增持
IWM
ISHARES TR
+$1.1M
34,645
+13%
增持
XLC
SELECT SECTOR SPDR TR
+$1.1M
13,684
+215%
增持
IWF
ISHARES TR
+$1.1M
10,103
+28%
增持
ROST
ROSS STORES INC
+$1.1M
13,596
+52%
建仓
BITB
BITWISE BITCOIN ETF TR
+$1.1M
22,585
建仓
AIA
ISHARES TR
+$1.1M
10,810
增持
VIS
VANGUARD WORLD FD
+$1.0M
5,179
+198%
增持
AEM
AGNICO EAGLE MINES LTD
+$1.0M
28,786
+26%
减持
DSL
DOUBLELINE INCOME SOLUTIONS
-$1.0M
56,724
-58%
减持
PAVE
GLOBAL X FDS
-$1.0M
56,891
-28%
减持
UPAR
TIDAL TRUST I
+$998.3K
2,479,129
-0%
增持
WMT
WALMART INC
+$989.0K
44,498
+15%
增持
XME
SPDR SERIES TRUST
+$948.5K
61,031
+6%
减持
EDV
VANGUARD WORLD FD
-$945.9K
6,422
-68%
减持
DLY
DOUBLELINE YIELD OPPORTUNITI
-$935.1K
23,000
-73%
建仓
EEMA
ISHARES INC
+$920.2K
9,787
建仓
PCOR
PROCORE TECHNOLOGIES INC
+$911.9K
12,537
增持
AXP
AMERICAN EXPRESS CO
+$905.3K
12,177
+12%
建仓
TEAM
ATLASSIAN CORPORATION
+$895.7K
5,524
减持
VUG
VANGUARD INDEX FDS
-$881.3K
8,081
-20%
增持
FTEC
FIDELITY COVINGTON TRUST
+$863.1K
7,729
+97%
减持
SM
SM ENERGY CO
-$857.0K
130,844
-2%
增持
EFA
ISHARES TR
+$837.9K
28,992
+39%
减持
BSV
VANGUARD BD INDEX FDS
-$814.3K
12,414
-45%
减持
—
LINDE PLC
-$802.7K
12,968
-3%
建仓
RSPF
INVESCO EXCHANGE TRADED FD T
+$787.2K
10,029
增持
VXF
VANGUARD INDEX FDS
+$757.0K
5,745
+171%
减持
ADI
ANALOG DEVICES INC
+$754.7K
30,578
-0%
增持
VHT
VANGUARD WORLD FD
+$746.4K
10,200
+21%
增持
AMGN
AMGEN INC
+$734.6K
10,264
+10%
增持
MUC
BLACKROCK MUNIHLDNGS CALI QL
+$732.4K
353,003
+28%
增持
MRK
MERCK & CO INC
+$728.9K
28,736
+5%
增持
TSLA
TESLA INC
+$726.3K
16,470
+10%
建仓
ACWX
ISHARES TR
+$712.0K
10,607
增持
ISRG
INTUITIVE SURGICAL INC
+$700.3K
2,744
+44%
增持
AMD
ADVANCED MICRO DEVICES INC
+$698.5K
11,125
+7%
增持
VONE
VANGUARD SCOTTSDALE FDS
+$688.9K
90,849
+0%
增持
JPM
JPMORGAN CHASE & CO.
+$685.9K
38,596
+4%
清仓
AI
C3 AI INC
-$681.8K
0
-100%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$670.3K
17,645
+183%
增持
SIL
GLOBAL X FDS
+$665.0K
34,723
+10%
增持
PPLT
ABRDN PLATINUM ETF TRUST
+$660.2K
8,534
+31%
增持
NOW
SERVICENOW INC
-$651.3K
24,656
+412%
增持
BLK
BLACKROCK INC
+$650.1K
1,491
+84%
减持
RBLX
ROBLOX CORP
-$649.7K
10,607
-3%
增持
IBIT
ISHARES BITCOIN TRUST ETF
-$638.3K
120,811
+18%
减持
VB
VANGUARD INDEX FDS
-$627.1K
8,170
-24%
增持
XLG
INVESCO EXCHANGE TRADED FD T
+$621.3K
14,342
+260%
减持
MCO
MOODYS CORP
+$621.2K
21,909
-1%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$620.2K
4,613
+27%
建仓
FXH
FIRST TR EXCHANGE TRADED FD
+$612.1K
5,378
清仓
CHD
CHURCH & DWIGHT CO INC
-$608.7K
0
-100%
减持
DASH
DOORDASH INC
-$584.3K
927
-68%
增持
AMAT
APPLIED MATLS INC
+$577.5K
3,506
+122%
减持
CARR
CARRIER GLOBAL CORPORATION
-$575.6K
74,803
-1%
减持
GS
GOLDMAN SACHS GROUP INC
+$573.9K
7,085
-0%
清仓
VV
VANGUARD INDEX FDS
-$569.5K
0
-100%
增持
GNR
SPDR INDEX SHS FDS
+$562.7K
105,828
+4%
清仓
—
EATON VANCE CALIF MUN BD FD
-$561.4K
0
-100%
清仓
—
DYNAVAX TECHNOLOGIES CORP
-$557.8K
0
-100%
增持
CNC
CENTENE CORP DEL
+$554.1K
22,218
+120%
增持
—
CHUBB LIMITED
+$554.1K
5,136
+38%
增持
MA
MASTERCARD INCORPORATED
+$549.5K
32,361
+3%
清仓
VST
VISTRA CORP
-$547.7K
0
-100%
建仓
CMG
CHIPOTLE MEXICAN GRILL INC
+$542.3K
14,658
增持
CRM
SALESFORCE INC
+$541.7K
7,611
+22%
增持
—
EXXON MOBIL CORP
+$539.5K
46,738
+4%
增持
CPNG
COUPANG INC
-$514.7K
60,636
+0%
增持
PCG
PG&E CORP
+$514.2K
57,586
+110%
增持
BIIB
BIOGEN INC
+$510.3K
13,543
+1%
增持
MTD
METTLER TOLEDO INTERNATIONAL
+$491.1K
2,388
+3%
增持
CAT
CATERPILLAR INC
+$490.0K
4,012
+6%
清仓
FISV
FISERV INC
-$475.8K
0
-100%
减持
EFX
EQUIFAX INC
-$474.9K
11,937
-0%
建仓
AKRE
PROFESIONALLY MANAGED PORTFO
+$473.6K
7,229
增持
EFG
ISHARES TR
+$473.0K
24,873
+20%
增持
NFLX
NETFLIX INC
-$472.0K
58,109
+1077%
增持
C
CITIGROUP INC
+$468.0K
13,952
+22%
减持
VEEV
VEEVA SYS INC
-$464.1K
4,260
-10%
