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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 13
增持 65
减持 64
清仓 8
方向
标的
Δ市值
现股数(环比)
增持
GLDM
WORLD GOLD TR
+$63.1M
7,472,647
+1%
增持
GUNR
FLEXSHARES TR
+$59.6M
4,859,753
+7%
增持
SCHP
SCHWAB STRATEGIC TR
+$37.3M
10,392,695
+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。
建仓
AVTM
AMERICAN CENTY ETF TR
+$29.4M
624,484
增持
IVV
ISHARES TR
+$28.5M
702,776
+12%
增持
VTIP
VANGUARD MALVERN FDS
+$23.3M
2,312,674
+24%
减持
MSFT
MICROSOFT CORP
-$19.4M
124,602
-8%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$17.0M
2,257,880
+10%
减持
NVDA
NVIDIA CORPORATION
-$15.8M
1,096,798
-1%
减持
GOOGL
ALPHABET INC
-$13.3M
242,361
-9%
增持
DFAI
DIMENSIONAL ETF TRUST
+$12.2M
2,935,091
+9%
增持
RPAR
TIDAL TRUST I
+$11.9M
10,669,231
+1%
减持
OEF
ISHARES TR
-$11.4M
404,867
-1%
减持
MA
MASTERCARD INCORPORATED
-$10.5M
15,865
-51%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$10.4M
1,885,136
+11%
减持
AAPL
APPLE INC
-$9.0M
472,744
-0%
减持
DOCS
DOXIMITY INC
-$8.2M
180,820
-35%
减持
LTPZ
PIMCO ETF TR
-$7.3M
531,554
-20%
增持
J
JACOBS SOLUTIONS INC
+$7.1M
71,007
+398%
减持
GOOG
ALPHABET INC
-$6.6M
180,721
-3%
增持
DFAE
DIMENSIONAL ETF TRUST
+$6.3M
2,129,704
+5%
增持
VTWO
VANGUARD SCOTTSDALE FDS
+$5.9M
570,798
+11%
减持
QQQ
INVESCO QQQ TR
-$5.9M
15,831
-35%
增持
STIP
ISHARES TR
+$5.5M
306,484
+20%
增持
XLU
SELECT SECTOR SPDR TR
+$5.2M
434,920
+26%
减持
ACWI
ISHARES TR
-$4.7M
794,905
-2%
增持
MBB
ISHARES TR
+$4.5M
886,160
+6%
增持
EMXC
ISHARES INC
+$4.4M
727,182
+0%
减持
MCO
MOODYS CORP
-$4.4M
15,599
-29%
减持
ORCL
ORACLE CORP
-$4.0M
45,968
-16%
增持
VNQ
VANGUARD INDEX FDS
+$3.9M
182,211
+32%
增持
VTI
VANGUARD INDEX FDS
-$3.9M
648,887
+3%
减持
TJX
TJX COS INC NEW
-$3.8M
41,447
-39%
减持
V
VISA INC
-$3.8M
20,476
-28%
增持
SPY
STATE STR SPDR S&P 500 ETF T
-$3.6M
126,809
+0%
增持
DFIV
DIMENSIONAL ETF TRUST
+$3.6M
227,168
+35%
增持
UPAR
TIDAL TRUST I
+$3.1M
2,549,846
+3%
增持
—
EXXON MOBIL CORP
+$3.1M
51,152
+9%
减持
LRCX
LAM RESEARCH CORP
+$2.9M
85,148
-5%
减持
AZO
AUTOZONE INC
-$2.7M
1,778
-31%
减持
INTU
INTUIT
-$2.7M
2,902
-51%
增持
CVX
CHEVRON CORPORATION
+$2.6M
44,347
+3%
减持
QCOM
QUALCOMM INC
-$2.6M
22,004
-30%
增持
META
META PLATFORMS INC
-$2.5M
30,101
+1%
增持
VTV
VANGUARD INDEX FDS
+$2.5M
364,990
+1%
增持
AMZN
AMAZON COM INC
-$2.4M
175,141
+4%
减持
TLT
ISHARES TR
-$2.4M
103,608
-20%
清仓
VTHR
VANGUARD SCOTTSDALE FDS
-$2.3M
0
-100%
减持
LOW
LOWES COS INC
-$2.2M
18,527
-32%
增持
ALLW
SSGA ACTIVE TR
+$2.0M
136,474
+98%
增持
DFAU
DIMENSIONAL ETF TRUST
+$2.0M
2,537,064
+6%
减持
ROST
ROSS STORES INC
-$2.0M
2,274
-83%
增持
XLE
SELECT SECTOR SPDR TR
+$1.9M
51,197
+89%
增持
SNOW
SNOWFLAKE INC
-$1.9M
28,103
+0%
减持
UNH
UNITEDHEALTH GROUP INC
-$1.9M
16,481
-14%
增持
IGOV
ISHARES TR
+$1.9M
379,118
+15%
增持
IWM
ISHARES TR
+$1.8M
41,603
+20%
减持
NOW
SERVICENOW INC
-$1.7M
19,556
-21%
减持
DIS
DISNEY WALT CO
-$1.7M
34,258
-22%
减持
MSCI
MSCI INC
-$1.6M
6,774
-26%
增持
TIP
ISHARES TR
+$1.6M
1,042,055
+1%
减持
GLD
SPDR GOLD TR
+$1.6M
54,900
-1%
减持
ABBV
ABBVIE INC
-$1.6M
24,240
-19%
增持
OUT
OUTFRONT MEDIA INC
+$1.5M
114,920
+85%
建仓
SHY
ISHARES TR
+$1.5M
18,693
减持
VONE
VANGUARD SCOTTSDALE FDS
-$1.5M
90,192
-1%
减持
ADBE
ADOBE INC
-$1.4M
8,569
-15%
减持
HLT
HILTON WORLDWIDE HLDGS INC
-$1.4M
6,458
-45%
减持
IAU
ISHARES GOLD TR
+$1.4M
205,916
-0%
减持
SHW
SHERWIN WILLIAMS CO
-$1.4M
9,700
-30%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$1.4M
1,846
-73%
减持
CME
CME GROUP INC
-$1.3M
14,812
-29%
减持
GNR
SPDR INDEX SHS FDS
+$1.3M
105,657
-0%
减持
MTD
METTLER TOLEDO INTERNATIONAL
-$1.3M
1,599
-33%
减持
BAC
BANK AMERICA CORP
-$1.3M
62,654
-21%
减持
OTIS
OTIS WORLDWIDE CORP
-$1.3M
25,086
-32%
增持
GLW
CORNING INC
+$1.2M
21,670
+10%
增持
FIX
COMFORT SYS USA INC
+$1.2M
2,281
+10%
减持
CPRT
COPART INC
-$1.2M
43,918
-35%
增持
WDC
WESTERN DIGITAL CORP
+$1.2M
6,500
+89%
减持
FDS
FACTSET RESH SYS INC
-$1.1M
3,645
-45%
增持
OBDC
BLUE OWL CAPITAL CORPORATION
+$1.1M
296,141
+69%
减持
AGG
ISHARES TR
-$1.1M
609,491
-1%
减持
AXP
AMERICAN EXPRESS CO
-$1.1M
11,320
-7%
增持
SNDK
SANDISK CORP
+$1.1M
2,135
+80%
增持
TSLA
TESLA INC
+$1.1M
22,809
+38%
减持
SYK
STRYKER CORPORATION
-$1.1M
2,538
-53%
增持
COST
COSTCO WHOLESALE CORPORATION
+$1.0M
5,286
+7%
增持
AEM
AGNICO EAGLE MINES LTD
+$979.9K
28,869
+0%
减持
CARR
CARRIER GLOBAL CORPORATION
-$975.9K
52,862
-29%
减持
XLF
SELECT SECTOR SPDR TR
-$974.1K
51,273
-20%
增持
AGI
ALAMOS GOLD INC
+$959.3K
163,108
+0%
减持
SHOP
SHOPIFY INC
-$945.7K
12,293
-18%
增持
IBIT
ISHARES BITCOIN TRUST ETF
-$934.9K
131,790
+9%
增持
EFG
ISHARES TR
+$932.6K
33,815
+36%
增持
VOO
VANGUARD INDEX FDS
-$929.3K
178,473
+4%
增持
VT
VANGUARD INTL EQUITY INDEX F
-$912.7K
481,063
+1%
减持
IWR
ISHARES TR
-$910.6K
48,842
-17%
减持
GGG
GRACO INC
-$900.8K
28,493
-29%
清仓
TEAM
ATLASSIAN CORPORATION
-$895.7K
0
-100%
建仓
XOP
SPDR SERIES TRUST
+$874.4K
4,808
增持
JPM
JPMORGAN CHASE & CO
-$871.0K
39,316
+2%
减持
ADI
ANALOG DEVICES INC
-$860.8K
23,360
-24%
清仓
XLG
INVESCO EXCHANGE TRADED FD T
-$850.2K
0
-100%
减持
ABT
ABBOTT LABORATORIES
-$847.4K
17,449
-17%
减持
DHR
DANAHER CORP DEL
-$847.3K
7,941
-23%
减持
HOOD
ROBINHOOD MKTS INC
-$841.1K
10,680
-24%
清仓
GKOS
GLAUKOS CORP
-$840.2K
0
-100%
增持
GEV
GE VERNOVA INC
+$788.5K
2,573
+15%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$776.4K
30,612
-0%
清仓
HDB
HDFC BANK LTD
-$769.8K
0
-100%
减持
—
ACCENTURE PLC IRELAND
-$737.1K
5,588
-19%
减持
TTD
THE TRADE DESK INC
-$735.5K
13,874
-50%
建仓
—
ASTRAZENECA PLC
+$727.3K
3,687
建仓
VTEB
VANGUARD MUN BD FDS
+$708.8K
14,208
建仓
TUA
SIMPLIFY EXCHANGE TRADED FUN
+$697.3K
33,045
增持
LMT
LOCKHEED MARTIN CORP
+$684.6K
3,107
+26%
建仓
SGOL
ETFS GOLD TR
+$672.0K
15,061
增持
BSV
VANGUARD BD INDEX FDS
+$671.9K
21,046
+70%
增持
TER
TERADYNE INC
+$657.5K
3,289
+100%
增持
VRT
VERTIV HOLDINGS CO
+$652.1K
5,356
+26%
增持
URA
GLOBAL X FDS
+$651.7K
21,846
+141%
减持
BDX
BECTON DICKINSON & CO
-$649.8K
8,156
-18%
增持
XLI
SELECT SECTOR SPDR TR
+$629.8K
11,590
+44%
减持
VTEC
VANGUARD CALIF TAX FREE FDS
-$621.6K
94,940
-5%
清仓
—
ASTRAZENECA PLC
-$615.6K
0
-100%
增持
CAT
CATERPILLAR INC
+$606.4K
4,100
+2%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$605.3K
17,101
+85%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$598.6K
2,932
-21%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$594.3K
25,490
+44%
建仓
—
AON PLC
+$592.6K
1,835
增持
SCHF
SCHWAB STRATEGIC TR
+$583.4K
107,408
+24%
减持
PEP
PEPSICO INC
-$582.9K
39,315
-15%
减持
PGF
INVESCO EXCHANGE TRADED FD T
-$578.2K
301,284
-10%
增持
ESGV
VANGUARD WORLD FD
-$574.0K
66,700
+0%
减持
NKE
NIKE INC
-$571.9K
23,840
-17%
减持
RTX
RTX CORPORATION
-$563.9K
16,238
-19%
增持
MPC
MARATHON PETE CORP
+$561.7K
3,937
+60%
清仓
—
MEDTRONIC PLC
-$552.6K
0
-100%
建仓
DOW
DOW HLDGS INC
+$547.3K
13,141
增持
HON
HONEYWELL INTL INC
+$537.3K
4,798
+71%
增持
MRK
MERCK & CO INC
+$535.3K
29,595
+3%
清仓
PAYC
PAYCOM SOFTWARE INC
-$531.5K
0
-100%
减持
SCHX
SCHWAB STRATEGIC TR
-$529.4K
68,839
-19%
建仓
RSG
REPUBLIC SVCS INC
+$524.2K
2,393
增持
—
TECHNIPFMC PLC
+$517.7K
15,649
+23%
增持
KO
COCA COLA CO
+$503.5K
31,031
+16%
建仓
OXY
OCCIDENTAL PETE CORP
+$497.8K
7,630
建仓
OWL
BLUE OWL CAPITAL INC
+$495.1K
54,224
建仓
COPX
GLOBAL X FDS
+$491.3K
6,434
