13F 机构持仓

Leo H. Evart, Inc.

REDWOOD CITY CA · SEC CIK 0001920405

2026Q22026Q1 更早 9 个季度 🔒
$1.17亿2026Q1 申报市值
298持仓数
59.5%前十大占比 · 第一大 16.9%
0 / 0新建仓 / 清仓
申报市值走势$1.27亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

SGOV 16.9%
SCHG 8.6%
BND 6.8%
BIV 5.1%
VTV 5.0%
CGDV 4.1%
VUG 4.1%
SCHF 3.4%
AAPL 2.9%
VIG 2.7%

2026Q1 买入最多 按季末市值估算

本季没有买入

2026Q1 卖出最多 按季末市值估算

本季没有卖出

2026Q1 持仓明细 点表头排序 · 每页 100 行

导出 CSV 🔒
代码名称市值 ▲占比股数变动股数变动估算买卖额操作
RSPG INVESCO S&P 500 EQUAL WEIGHT ENERGY ETF $3,2130.00%29 —— — —
ISRG INTUITIVE SURGICAL INC $3,2270.00%7 —— — —
DELL DELL TECHNOLOGIES INC CLASS CLASS C $3,4060.00%21 —— — —
— PT SARANA MENARA N ORDF $3,5900.00%125,000 —— — —
GM GENERAL MTRS CO $3,8670.00%52 —— — —
NUE NUCOR CORP $3,9670.00%23 —— — —
TBUX T. ROWE PRICE ULTRA SHORT-TERM BOND ETF $4,4940.00%90 —— — —
PYPL PAYPAL HLDGS INC $4,5230.00%100 —— — —
XYZ BLOCK INC A CLASS CLASS A $4,5740.00%76 —— — —
ETN EATON CORP PLC F $5,0070.00%14 —— — —
JPC NUVEEN PREFERRED INCOME $5,5870.00%741 —— — —
EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF $5,9000.01%75 —— — —
PRU PRUDENTIAL FINL INC $6,0570.01%62 —— — —
TGT TARGET CORP EQUITY CLASS EQUITY $6,0600.01%50 —— — —
CLX CLOROX CO $6,2180.01%60 —— — —
OXY OCCIDENTAL PETE CORP $6,2400.01%96 —— — —
COP CONOCOPHILLIPS $6,6000.01%50 —— — —
CIEN CIENA CORP $6,6000.01%17 —— — —
VOD VODAFONE GROUP PLC NEW FSPONSORED ADR 1 ADR REPS 10 ORD SHS $6,8190.01%454 —— — —
ICSH ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF $6,9480.01%137 —— — —
GEHC GE HEALTHCARE TECHNOLOGI $6,9980.01%98 —— — —
B BARRICK MNG CORP F $7,2200.01%177 —— — —
V VISA INC CLASS CLASS A $7,8490.01%26 —— — —
DOW DOW INC $8,5270.01%205 —— — —
NFLX NETFLIX INC $8,7500.01%91 —— — —
— PACIFIC GAS AND 6 Percent PFDPFD $8,8090.01%395 —— — —
JBLU JETBLUE AWYS CORP EQUITYCLASS EQUITY $8,8400.01%2,000 —— — —
SHOP SHOPIFY INC FCLASS CLASS A $8,8970.01%75 —— — —
QCOM QUALCOMM INC $9,0150.01%70 —— — —
POWR ISHARES U.S. POWER INFRASTRUCTURE ETF $9,3920.01%358 —— — —
MFC MANULIFE FINL CORP F $9,6090.01%279 —— — —
MRVL MARVELL TECHNOLOGY INC $1.02万0.01%103 —— — —
EEM ISHARES MSCI EMERGING MARKETS ETF $1.03万0.01%182 —— — —
GLW CORNING INC $1.09万0.01%80 —— — —
F FORD MTR CO DEL $1.16万0.01%1,009 —— — —
PSX PHILLIPS 66 $1.16万0.01%64 —— — —
— WELLS FARGO 5.625 Percent PFDPFD SER Y $1.18万0.01%500 —— — —
— CAPITAL ONE 4.375 Percent PFDPFD SER L $1.19万0.01%738 —— — —
FCX FREEPORT-MCMORAN INC $1.29万0.01%220 —— — —
MPC MARATHON PETE CORP $1.30万0.01%53 —— — —
DIS DISNEY WALT CO $1.35万0.01%140 —— — —
BR BROADRIDGE FINL SOLUTION $1.46万0.01%90 —— — —
TXN TEXAS INSTRS INC $1.69万0.01%87 —— — —
BKNG BOOKING HLDGS INC FORWARD SPLIT WITH STOCK SPLIT SHARES $1.72万0.01%4 —— — —
OGS ONE GAS INC $1.72万0.01%200 —— — —
MU MICRON TECHNOLOGY INC $1.76万0.02%52 —— — —
KO THE COCA-COLA CO $1.98万0.02%260 —— — —
SNPS SYNOPSYS INC $1.98万0.02%50 —— — —
SPOT SPOTIFY TECHNOLOGY S A F $2.04万0.02%42 —— — —
DUK DUKE ENERGY CORP NEW $2.04万0.02%156 —— — —
KNF KNIFE RIV CORP $2.07万0.02%253 —— — —
IWM ISHARES RUSSELL 2000 ETF $2.08万0.02%84 —— — —
MDU MDU RES GROUP INC $2.10万0.02%1,012 —— — —
EXE EXPAND ENERGY CORP $2.15万0.02%196 —— — —
PLTR PALANTIR TECHNOLOGIES INCLASS CLASS A $2.24万0.02%153 —— — —
CMCSA COMCAST CORP NEW CLASS A $2.26万0.02%787 —— — —
ADP AUTOMATIC DATA PROCESSIN $2.46万0.02%121 —— — —
SPYV STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF $2.52万0.02%445 —— — —
PFE PFIZER INC $2.52万0.02%899 —— — —
EZU ISHARES MSCI EUROZONE ETF $2.54万0.02%406 —— — —
— FLEXSHARES INTERNATIONALQUALITY DIVIDEND DYNAMICINDEX FUND $2.57万0.02%679 —— — —
IJH ISHARES CORE S&P MID-CAPETF $2.58万0.02%381 —— — —
— WARNER BROS DISCOVERY INCLASS SERIES A $2.58万0.02%941 —— — —
DTM DT MIDSTREAM INC $2.76万0.02%205 —— — —
AOK ISHARES CORE 30/70 CONSERVATIVE ALLOCATION ETF $2.76万0.02%692 —— — —
CGGO CAPITAL GROUP GLOBAL GROWTH EQUITY ETF $2.77万0.02%831 —— — —
VPU VANGUARD UTILITIES INDEXFUND ETF SHARES $2.91万0.02%147 —— — —
MCD MCDONALDS CORP $2.92万0.02%94 —— — —
VWO VANGUARD FTSE EMERGING MARKETS INDEX FUND ETF SHARES $2.93万0.03%542 —— — —
ECG EVERUS CONSTR GROUP INC $2.99万0.03%253 —— — —
SCHX SCHWAB U.S. LARGE-CAP ETF $3.03万0.03%1,184 —— — —
CGIC CAPITAL GROUP INTERNATIONAL CORE EQUITY ETF $3.14万0.03%948 —— — —
CGIE CAPITAL GROUP INTERNATIONAL EQUITY ETF $3.23万0.03%955 —— — —
LVS LAS VEGAS SANDS CORP $3.23万0.03%600 —— — —
TSM TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS $3.31万0.03%98 —— — —
BAC BANK OF AMERICA CORP $3.59万0.03%736 —— — —
GILD GILEAD SCIENCES INC $3.72万0.03%267 —— — —
KLAC KLA CORP $3.89万0.03%26 —— — —
MGK VANGUARD MEGA CAP GROWTHINDEX FUND ETF SHARES $3.91万0.03%106 —— — —
BN BROOKFIELD CORP FCLASS A $3.93万0.03%970 —— — —
CRM SALESFORCE INC $4.29万0.04%230 —— — —
IR INGERSOLL RAND INC $4.41万0.04%550 —— — —
SPYG STATE STREET SPDR PORTFOLIO S&P 500 GROWTHETF $4.49万0.04%459 —— — —
ALLE ALLEGION PUB LTD CO F $4.69万0.04%323 —— — —
PCG PG&E CORP $4.71万0.04%2,680 —— — —
IYW ISHARES U.S. TECHNOLOGY ETF $4.90万0.04%270 —— — —
AMAT APPLIED MATLS INC $5.13万0.04%150 —— — —
TT TRANE TECHNOLOGIES PLC F $5.63万0.05%135 —— — —
IBM IBM CORP $5.81万0.05%240 —— — —
EXC EXELON CORP $5.84万0.05%1,191 —— — —
AMGN AMGEN INC $5.84万0.05%166 —— — —
CRWD CROWDSTRIKE HLDGS INC CLASS A $5.86万0.05%150 —— — —
RPG INVESCO S&P 500 PURE GROWTH ETF $5.89万0.05%1,260 —— — —
DTE DTE ENERGY CO $6.00万0.05%410 —— — —
EFG ISHARES MSCI EAFE GROWTHETF $6.00万0.05%539 —— — —
CEG CONSTELLATION ENERGY COR $6.17万0.05%221 —— — —
INTC INTEL CORP $6.21万0.05%1,407 —— — —
RHHBY ROCHE HLDG LTD FSPONSORED ADR 1 ADR RE 0.125 ORD SHS $6.46万0.06%1,300 —— — —
SLV ISHARES SILVER TRUST $6.66万0.06%977 —— — —
COST COSTCO WHSL CORP NEW $6.68万0.06%67 —— — —