Leo H. Evart, Inc.

报告期 2026-03-31 · CIK 0001920405

持仓数

298

前50大市值合计

$109.5M

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 23Q3 23Q2 23Q1 22Q4 22Q3

26Q1 调仓2023-09-30 → 2026-03-31 · 共 150 项建仓 116增持 17减持 16清仓 1

方向

标的

Δ市值

现股数(环比)

建仓

SGOV ISHARES 0-3 MONTH TREASURY BOND ETF

+$19.7M

195,748

减持

SCHD SCHWAB U.S. DIVIDEND EQUITY ETF

-$5.5M

94,939 -20%

建仓

CGDV CAPITAL GROUP DIVIDEND VALUE ETF

+$4.8M

112,847

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。

SCHF SCHWAB INTERNATIONAL EQUITY ETF

减持

RSPH INVESCO S&P 500 EQUAL WEIGHT HEALTH CARE ETF

-$3.5M

9,751 -93%

增持

VTV VANGUARD VALUE INDEX FUND ETF SHARES

+$3.1M

29,980 +47%

增持

BND VANGUARD TOTAL BOND MARKET INDEX FUND ETF SHARES

+$2.5M

108,494 +39%

增持

SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF

+$2.0M

345,616 +211%

增持

GBIL GOLDMAN SACHS ACCESS TREASURY 0-1 YEAR ETF

+$1.7M

28,619 +149%

建仓

GLD SPDR GOLD SHARES

+$1.2M

2,800

减持

VUG VANGUARD GROWTH INDEX FUND ETF SHARES

+$1.2M

10,895 -17%

建仓

IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF

+$1.1M

12,981

建仓

TCAF T. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF

+$1.1M

30,808

减持

VHT VANGUARD HEALTH CARE INDEX FUND ETF SHARES

-$772.7K

6,541 -40%

减持

AAPL APPLE INC

+$744.7K

13,362 -14%

增持

SCHA SCHWAB U.S. SMALL-CAP ETF

+$727.0K

69,838 +122%

增持

VB VANGUARD SMALL-CAP INDEXFUND ETF SHARES

+$725.4K

9,497 +2%

建仓

FEOE FIRST EAGLE OVERSEAS EQUITY ETF

+$694.7K

13,768

增持

SCHM SCHWAB U.S. MID-CAP ETF

+$673.8K

84,207 +195%

增持

VGT VANGUARD INFORMATION TECHNOLOGY INDEX FUND ETF SHARES

+$652.1K

1,937 +15%

增持

SCHZ SCHWAB U.S. AGGREGATE BOND ETF

+$610.8K

53,281 +276%

建仓

JPIE JPMORGAN INCOME ETF

+$603.3K

13,094

增持

BSV VANGUARD SHORT-TERM BONDINDEX FUND ETF SHARES

+$558.3K

37,039 +19%

减持

ORCL ORACLE CORP

+$506.4K

14,044 -5%

建仓

SGOL ABRDN PHYSICAL GOLD SHARES ETF

+$476.4K

10,677

建仓

GOOGL ALPHABET INC CLASS CLASS A

+$454.5K

1,580

建仓

VYM VANGUARD HIGH DIVIDEND YIELD INDEX FUND ETF SHARES

+$444.7K

3,003

建仓

CGGR CAPITAL GROUP GROWTH ETF

+$435.6K

10,838

建仓

GOOG ALPHABET INC CLASS CLASS C

+$423.8K

1,477

建仓

META META PLATFORMS INC CLASS CLASS A

+$413.1K

722

建仓

SPY STATE STREET SPDR S&P 500 ETF TRUST

+$381.9K

587

清仓

AGG ISHARES TR

-$342.8K

0 -100%

减持

BIV VANGUARD INTERMEDIATE-TERM BOND INDEX FUND ETF SHARES

+$342.1K

76,674 -1%

增持

AMZN AMAZON.COM INC

+$331.0K

2,612 +56%

增持

TSLA TESLA INC

+$329.2K

2,128 +15%

减持

VOO VANGUARD S&P 500 ETF

+$307.1K

3,759 -24%

建仓

NVDA NVIDIA CORP

+$284.1K

1,629

建仓

CGDG CAPITAL GROUP DIVIDEND GROWERS ETF

+$281.2K

7,834

减持

EXPD EXPEDITORS INTL WASH INCCLASS CLASS A

-$279.3K

804 -77%

建仓

IOT SAMSARA INC CLASS A

+$258.1K

8,143

减持

VIG VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF SHARES

+$249.9K

14,513 -21%

减持

UNH UNITEDHEALTH GROUP INC

-$229.1K

682 -17%

增持

CVX CHEVRON CORP NEW

+$224.5K

2,709 +36%

建仓

VDE VANGUARD ENERGY INDEX FUND ETF SHARES

+$219.8K

1,269

增持

— EXXON MOBIL CORP

+$203.0K

2,656 +26%

建仓

HD HOME DEPOT INC

+$169.1K

514

建仓

BRK/B BERKSHIRE HATHAWAY CLASS B

+$167.7K

350

减持

VO VANGUARD MID-CAP INDEX FUND ETF SHARES

+$159.5K

5,679 -20%

增持

SRE SEMPRA

+$159.2K

5,230 +2%

建仓

IVV ISHARES CORE S&P 500 ETF

+$153.4K

235

建仓

LLY ELI LILLY AND CO

+$152.7K

166

减持

AMAT APPLIED MATLS INC

-$151.8K

150 -90%

建仓

EIX EDISON INTL

+$148.5K

2,029

增持

MSFT MICROSOFT CORP

+$143.1K

1,339 +20%

建仓

T AT&T INC

+$137.2K

4,733

建仓

— LOGITECH INTERNTNL S FCLASS CLASS N

+$134.5K

1,476

建仓

PLD PROLOGIS INC REIT

+$132.3K

1,001

减持

SBUX STARBUCKS CORP

-$129.9K

843 -63%

建仓

QQQ INVESCO QQQ TR

+$129.1K

224

建仓

WMT WALMART INC

+$128.0K

1,030

建仓

EME EMCOR GROUP INC

+$126.4K

171

建仓

VTI VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES

+$125.8K

392

建仓

GE GE AEROSPACE

+$125.2K

441

建仓

ABBV ABBVIE INC

+$124.4K

572

建仓

BA BOEING CO

+$122.4K

615

建仓

GEV GE VERNOVA INC

+$118.7K

136

建仓

VBK VANGUARD SMALL-CAP GROWTH INDEX FUND ETF SHARES

+$111.2K

368

建仓

VXUS VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND ETF SHARES

+$109.4K

1,419

建仓

PSA PUBLIC STORAGE REIT

+$108.9K

402

建仓

PEP PEPSICO INC

+$106.2K

684

建仓

SCHW CHARLES SCHWAB CORP

+$105.6K

1,123

建仓

PG PROCTER & GAMBLE CO

+$104.4K

723

建仓

CSCO CISCO SYS INC

+$103.7K

1,336

建仓

VUSB VANGUARD ULTRA-SHORT BOND ETF SHARES

+$103.1K

2,072

建仓

HCA HCA HEALTHCARE INC

+$103.0K

218

建仓

SCHB SCHWAB U.S. BROAD MARKETETF

+$101.2K

4,033

建仓

AXP AMERICAN EXPRESS CO

+$96.2K

318

建仓

PM PHILIP MORRIS INTL INC

+$95.4K

577

建仓

NSRGY NESTLE S A FSPONSORED ADR 1 ADR REPS 1 ORD SHS

+$94.1K

950

建仓

VYMI VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD INDEX FUND ETF SHARES

+$92.8K

985

建仓

MO ALTRIA GROUP INC

+$92.3K

1,398

建仓

MDLZ MONDELEZ INTL INC CLASS A

+$91.6K

1,589

建仓

UPWK UPWORK INC

+$89.6K

8,174

建仓

ACM AECOM

+$88.2K

1,040

建仓

VDC VANGUARD CONSUMER STAPLES INDEX FUND ETF SHARES

+$87.1K

388

建仓

AMP AMERIPRISE FINL INC

+$86.7K

195

建仓

VZ VERIZON COMMUNICATIONS I

+$85.4K

1,701

建仓

— LINDT &SPRUENGLI A ORDF

+$84.3K

建仓

ABT ABBOTT LABS

+$83.0K

808

建仓

BITO PROSHARES BITCOIN ETF

+$78.1K

8,386

建仓

AVGO BROADCOM INC

+$77.6K

251

建仓

AEP AMERICAN ELEC PWR CO INC

+$77.4K

590

建仓

— HERMES INTERNTNL S ORDF

+$74.4K

建仓

WFC WELLS FARGO & CO

+$73.3K

921

建仓

D DOMINION ENERGY INC

+$73.1K

1,183

建仓

FNDF SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF

+$72.6K

1,485

建仓

OKE ONEOK INC NEW

+$72.3K

800

减持

VBR VANGUARD SMALL-CAP VALUEINDEX FUND ETF SHARES

+$70.3K

2,491 -16%

建仓

VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND ETF SHARES

+$66.8K

890

建仓

COST COSTCO WHSL CORP NEW

+$66.8K

建仓

SLV ISHARES SILVER TRUST

+$66.6K

977

建仓

RHHBY ROCHE HLDG LTD FSPONSORED ADR 1 ADR RE 0.125 ORD SHS

+$64.6K

1,300

建仓

INTC INTEL CORP

+$62.1K

1,407

建仓

CEG CONSTELLATION ENERGY COR

+$61.7K

221

建仓

EFG ISHARES MSCI EAFE GROWTHETF

+$60.0K

539

建仓

DTE DTE ENERGY CO

+$60.0K

410

建仓

RPG INVESCO S&P 500 PURE GROWTH ETF

+$58.9K

1,260

建仓

CRWD CROWDSTRIKE HLDGS INC CLASS A

+$58.6K

150

建仓

AMGN AMGEN INC

+$58.4K

166

建仓

EXC EXELON CORP

+$58.4K

1,191

建仓

IBM IBM CORP

+$58.1K

240

建仓

— TRANE TECHNOLOGIES PLC F

+$56.3K

135

建仓

IYW ISHARES U.S. TECHNOLOGY ETF

+$49.0K

270

建仓

PCG PG&E CORP

+$47.1K

2,680

建仓

— ALLEGION PUB LTD CO F

+$46.9K

323

建仓

SPYG STATE STREET SPDR PORTFOLIO S&P 500 GROWTHETF

+$44.9K

459

建仓

IR INGERSOLL RAND INC

+$44.1K

550

建仓

CRM SALESFORCE INC

+$42.9K

230

建仓

BN BROOKFIELD CORP FCLASS A

+$39.3K

970

建仓

MGK VANGUARD MEGA CAP GROWTHINDEX FUND ETF SHARES

+$39.1K

106

建仓

KLAC KLA CORP

+$38.9K

建仓

GILD GILEAD SCIENCES INC

+$37.2K

267

建仓

BAC BANK OF AMERICA CORP

+$35.9K

736

建仓

TSM TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS

+$33.1K

建仓

LVS LAS VEGAS SANDS CORP

+$32.3K

600

建仓

CGIE CAPITAL GROUP INTERNATIONAL EQUITY ETF

+$32.3K

955

建仓

CGIC CAPITAL GROUP INTERNATIONAL CORE EQUITY ETF

+$31.4K

948

建仓

SCHX SCHWAB U.S. LARGE-CAP ETF

+$30.3K

1,184

建仓

ECG EVERUS CONSTR GROUP INC

+$29.9K

253

建仓

VWO VANGUARD FTSE EMERGING MARKETS INDEX FUND ETF SHARES

+$29.3K

542

建仓

MCD MCDONALDS CORP

+$29.2K

建仓

VPU VANGUARD UTILITIES INDEXFUND ETF SHARES

+$29.1K

147

减持

JNJ JOHNSON & JOHNSON

+$28.5K

945 -27%

建仓

CGGO CAPITAL GROUP GLOBAL GROWTH EQUITY ETF

+$27.7K

831

建仓

AOK ISHARES CORE 30/70 CONSERVATIVE ALLOCATION ETF

+$27.6K

692

建仓

DTM DT MIDSTREAM INC

+$27.6K

205

建仓

WBD WARNER BROS DISCOVERY INCLASS SERIES A

+$25.8K

941

建仓

IJH ISHARES CORE S&P MID-CAPETF

+$25.8K

381

建仓

IQDY FLEXSHARES INTERNATIONALQUALITY DIVIDEND DYNAMICINDEX FUND

+$25.7K

679

建仓

EZU ISHARES MSCI EUROZONE ETF

+$25.4K

406

建仓

PFE PFIZER INC

+$25.2K

899

建仓

SPYV STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF

+$25.2K

445

建仓

ADP AUTOMATIC DATA PROCESSIN

+$24.6K

121

建仓

CMCSA COMCAST CORP NEW CLASS A

+$22.6K

787

建仓

PLTR PALANTIR TECHNOLOGIES INCLASS CLASS A

+$22.4K

153

建仓

EXE EXPAND ENERGY CORP

+$21.5K

196

建仓

MDU MDU RES GROUP INC

+$21.0K

1,012

建仓

IWM ISHARES RUSSELL 2000 ETF

+$20.8K

建仓

KNF KNIFE RIV CORP

+$20.7K

253

建仓

DUK DUKE ENERGY CORP NEW

+$20.4K

156