申报总市值
US$1.2亿
申报季度: 2026-03-31 · 持股只数: 316
Leo H. Evart, Inc.在最新一期 13F 报告中披露了 316 项持股，申报期为 2026-03-31，总持股市值约为 US$1.2亿，季度换手率为 0.0%。
本季暂无持股变动
仅显示前 298 大持股（共 316 只）
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公债 | 16.85% | — | — | |
| 2 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 8.61% | — | +211.29% | |
| 3 | BND | Vanguard Total Bond Market | ETF-其他 | 6.83% | — | +38.51% | |
| 4 | BIV | Vanguard Intermediate-term B | ETF-其他 | 5.06% | — | -0.56% | |
| 5 | VTV | Vanguard Value ETF | ETF-其他 | 5.03% | — | +47.08% | |
| 6 | CGDV | Cap Group Dividend Value | ETF-其他 | 4.11% | — | — | |
| 7 | VUG | Vanguard Growth ETF | ETF-其他 | 4.07% | — | -16.95% | |
| 8 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 3.39% | — | +1262.78% | |
| 9 | AAPL | Apple INC | 股票-科技 | 2.90% | — | -13.56% | |
| 10 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 2.67% | — | -21.46% | |
| 11 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 2.49% | — | -19.80% | |
| 12 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 2.48% | — | +18.68% | |
| 13 | GBIL | Goldman Sachs Access Treasur | ETF-避险与商品 | 2.45% | — | +149.45% | |
| 14 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 2.23% | — | +194.80% | |
| 15 | VB | Vanguard Small-cap ETF | ETF-其他 | 2.13% | — | +1.90% | |
| 16 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.92% | — | -23.86% | |
| 17 | ORCL | Oracle CORP | 股票-科技 | 1.77% | — | -4.62% | |
| 18 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 1.74% | — | +121.84% | |
| 19 | VHT | Vanguard Health Care ETF | ETF-其他 | 1.52% | — | -39.79% | |
| 20 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.39% | — | -19.63% | |
| 21 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 1.16% | — | +14.89% | |
| 22 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 1.06% | — | +276.25% | |
| 23 | GLD | Spdr Gold Shares | ETF-避险与商品 | 1.03% | — | — | |
| 24 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 0.96% | — | — | |
| 25 | TCAF | T Rowe Prc Cap Appreciation | ETF-其他 | 0.94% | — | — | |
| 26 | TSLA | Tesla INC | 股票-周期性消费 | 0.68% | — | +15.28% | |
| 27 | FEOE | First Eagle Overseas Eq ETF | ETF-其他 | 0.59% | — | — | |
| 28 | JPIE | Jpmorgan Income ETF | ETF-其他 | 0.52% | — | — | |
| 29 | CVX | Chevron CORP | 股票-能源 | 0.48% | — | +35.93% | |
| 30 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.47% | — | +55.94% | |
| 31 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.46% | — | -15.65% | |
| 32 | SRE | Sempra | 股票-公用事业 | 0.43% | — | +1.95% | |
| 33 | MSFT | Microsoft CORP | 股票-科技 | 0.42% | — | +19.87% | |
| 34 | SGOL | Abrdn Physical Gold Shares | ETF-避险与商品 | 0.41% | — | — | |
| 35 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.39% | — | — | |
| 36 | XOM | Exxon Mobil CORP | 股票-能源 | 0.39% | — | +26.12% | |
| 37 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.38% | — | — | |
| 38 | CGGR | Cap Group Growth Equity | ETF-其他 | 0.37% | — | — | |
| 39 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.36% | — | — | |
| 40 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.35% | — | — | |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.33% | — | — | |
| 42 | RSPH | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.25% | — | -93.05% | |
| 43 | NVDA | Nvidia CORP | 股票-科技 | 0.24% | — | — | |
| 44 | CGDG | Cap Group Dividend Growers | ETF-其他 | 0.24% | — | — | |
| 45 | IOT | Samsara Inc-cl A | 股票-科技 | 0.22% | — | — | |
| 46 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.20% | — | -27.31% | |
| 47 | VDE | Vanguard Energy ETF | ETF-其他 | 0.19% | — | — | |
| 48 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.16% | — | -16.93% | |
| 49 | HD | Home Depot INC | 股票-周期性消费 | 0.14% | — | — | |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.14% | — | — |
Q3 2026表现
+3.2%
近4个季度表现
+13.7%
基于可获取价格的持仓（占申报价值的74%）计算
| 季度 | 持股只数 | 总市值 | 稳定性 | 主要持股 |
|---|---|---|---|---|
| 2026-03-31 | 316 | US$1.2亿 | 0 | |
| 2023-09-30 | 34 | US$6517.2万 | 0 | |
| 2023-06-30 | 35 | US$7205.0万 | 0 | |
| 2023-03-31 | 33 | US$6848.1万 | 0 | |
| 2022-12-31 | 33 | US$6613.1万 | 0 | |
| 2022-09-30 | 33 | US$6564.2万 | 0 | |
| 2022-06-30 | 38 | US$8226.9万 | 0 | |
| 2022-03-31 | 41 | US$9673.5万 | 0 | |
| 2021-12-31 | 43 | US$1.0亿 | 0 |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|
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