Leo H. Evart, Inc.
REDWOOD CITY CA · SEC CIK 0001920405
$1.27亿2026Q2 申报市值
295持仓数
56.3%前十大占比 · 第一大 15.2%
9 / 12新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
VCRB 新建仓+$294.33万
GBIL 加仓+$77.18万
VTV 加仓+$29.86万
VTEC 新建仓+$24.86万
VXUS 加仓+$23.70万
2026Q2 卖出最多 按季末市值估算
BND 减仓-$215.94万
BIV 减仓-$61.57万
AAPL 减仓-$57.55万
SGOV 减仓-$51.76万
SCHG 减仓-$26.56万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| EFG | ISHARES MSCI EAFE GROWTHETF | $6.76万 | 0.05% | 543 | 4 | 0.7% | $498 | 加仓 |
| IBM | IBM CORP | $6.74万 | 0.05% | 240 | 0 | 0.0% | — | 不变 |
| BITO | PROSHARES BITCOIN ETF | $6.72万 | 0.05% | 8,418 | 32 | 0.4% | $255 | 加仓 |
| RHHBY | ROCHE HLDG LTD FSPONSORED ADR 1 ADR RE 0.125 ORD SHS | $6.68万 | 0.05% | 1,300 | 0 | 0.0% | — | 不变 |
| D | DOMINION ENERGY INC | $6.33万 | 0.05% | 928 | -255 | -21.6% | -$1.74万 | 减仓 |
| COST | COSTCO WHSL CORP NEW | $6.28万 | 0.05% | 67 | 0 | 0.0% | — | 不变 |
| DTE | DTE ENERGY CO | $6.25万 | 0.05% | 410 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $6.01万 | 0.05% | 166 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $6.01万 | 0.05% | 52 | 0 | 0.0% | — | 不变 |
| EXC | EXELON CORP | $5.55万 | 0.04% | 1,191 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY COR | $5.49万 | 0.04% | 221 | 0 | 0.0% | — | 不变 |
| SPYG | STATE STREET SPDR PORTFOLIO S&P 500 GROWTHETF | $5.47万 | 0.04% | 459 | 0 | 0.0% | — | 不变 |
| — | HERMES INTERNTNL S ORDF | $5.29万 | 0.04% | 29 | -11 | -27.5% | -$2.01万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC F | $5.26万 | 0.04% | 107 | -28 | -20.7% | -$1.38万 | 减仓 |
| ACM | AECOM | $4.65万 | 0.04% | 667 | -373 | -35.9% | -$2.60万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS | $4.58万 | 0.04% | 96 | -2 | -2.0% | -$955 | 减仓 |
| ALLE | ALLEGION PUB LTD CO F | $4.54万 | 0.04% | 323 | 0 | 0.0% | — | 不变 |
| MGK | VANGUARD MEGA CAP GROWTHINDEX FUND ETF SHARES | $4.54万 | 0.04% | 516 | -14 | -2.6% | -$1,231 | 减仓 |
| PCG | PG&E CORP | $4.52万 | 0.04% | 2,686 | 6 | 0.2% | $101 | 加仓 |
| IR | INGERSOLL RAND INC | $4.51万 | 0.04% | 550 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMERICA CORP | $4.20万 | 0.03% | 737 | 1 | 0.1% | $57 | 加仓 |
| ECG | EVERUS CONSTR GROUP INC | $4.20万 | 0.03% | 253 | 0 | 0.0% | — | 不变 |
| BN | BROOKFIELD CORP FCLASS A | $4.13万 | 0.03% | 970 | 0 | 0.0% | — | 不变 |
| CGGO | CAPITAL GROUP GLOBAL GROWTH EQUITY ETF | $3.52万 | 0.03% | 831 | 0 | 0.0% | — | 不变 |
| CGIE | CAPITAL GROUP INTERNATIONAL EQUITY ETF | $3.51万 | 0.03% | 955 | 0 | 0.0% | — | 不变 |
| CGIC | CAPITAL GROUP INTERNATIONAL CORE EQUITY ETF | $3.45万 | 0.03% | 949 | 1 | 0.1% | $36 | 加仓 |
| GILD | GILEAD SCIENCES INC | $3.38万 | 0.03% | 268 | 1 | 0.4% | $126 | 加仓 |
| NFLX | NETFLIX INC | $3.36万 | 0.03% | 471 | 380 | 417.6% | $2.71万 | 加仓 |
| VWO | VANGUARD FTSE EMERGING MARKETS INDEX FUND ETF SHARES | $3.24万 | 0.03% | 543 | 1 | 0.2% | $60 | 加仓 |
| CRM | SALESFORCE INC | $3.21万 | 0.03% | 205 | -25 | -10.9% | -$3,916 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $3.07万 | 0.02% | 103 | 0 | 0.0% | — | 不变 |
| DTM | DT MIDSTREAM INC | $3.01万 | 0.02% | 205 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES CORE S&P MID-CAPETF | $2.95万 | 0.02% | 382 | 1 | 0.3% | $77 | 加仓 |
| — | FLEXSHARES INTERNATIONALQUALITY DIVIDEND DYNAMICINDEX FUND | $2.94万 | 0.02% | 688 | 9 | 1.3% | $385 | 加仓 |
| VPU | VANGUARD UTILITIES INDEXFUND ETF SHARES | $2.87万 | 0.02% | 147 | 0 | 0.0% | — | 不变 |
| AOK | ISHARES CORE 30/70 CONSERVATIVE ALLOCATION ETF | $2.87万 | 0.02% | 692 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSIN | $2.71万 | 0.02% | 121 | 0 | 0.0% | — | 不变 |
| SPYV | STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF | $2.71万 | 0.02% | 445 | 0 | 0.0% | — | 不变 |
| EZU | ISHARES MSCI EUROZONE ETF | $2.68万 | 0.02% | 385 | -21 | -5.2% | -$1,461 | 减仓 |
| TXN | TEXAS INSTRS INC | $2.59万 | 0.02% | 87 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $2.54万 | 0.02% | 94 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES RUSSELL 2000 ETF | $2.52万 | 0.02% | 84 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS DISCOVERY INCLASS SERIES A | $2.51万 | 0.02% | 941 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $2.31万 | 0.02% | 240 | 100 | 71.4% | $9,610 | 加仓 |
| BKNG | BOOKING HLDGS INC | $2.25万 | 0.02% | 126 | 26 | 26.0% | $4,646 | 加仓 |
| — | HONEYWELL INTL INC | $2.24万 | 0.02% | 100 | 100 | — | $2.24万 | 新建仓 |
| SNPS | SYNOPSYS INC | $2.23万 | 0.02% | 50 | 0 | 0.0% | — | 不变 |
| HONA | HONEYWELL AEROSPACE INC | $2.21万 | 0.02% | 100 | 100 | — | $2.21万 | 新建仓 |
| PFE | PFIZER INC | $2.19万 | 0.02% | 909 | 10 | 1.1% | $241 | 加仓 |
| MDU | MDU RES GROUP INC | $2.15万 | 0.02% | 1,012 | 0 | 0.0% | — | 不变 |
| KNF | KNIFE RIV CORP | $2.12万 | 0.02% | 253 | 0 | 0.0% | — | 不变 |
| KO | THE COCA-COLA CO | $2.11万 | 0.02% | 260 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $2.04万 | 0.02% | 80 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $1.97万 | 0.02% | 156 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW CLASS A | $1.93万 | 0.02% | 787 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $1.91万 | 0.02% | 51 | -200 | -79.7% | -$7.51万 | 减仓 |
| EXE | EXPAND ENERGY CORP | $1.79万 | 0.01% | 196 | 0 | 0.0% | — | 不变 |
| RIVN | RIVIAN AUTOMOTIVE INC CLASS A | $1.74万 | 0.01% | 1,000 | 900 | 900.0% | $1.56万 | 加仓 |
| OGS | ONE GAS INC | $1.54万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INCLASS A | $1.49万 | 0.01% | 128 | -25 | -16.3% | -$2,917 | 减仓 |
| DRAM | ROUNDHILL MEMORY ETF | $1.48万 | 0.01% | 200 | 200 | — | $1.48万 | 新建仓 |
| F | FORD MTR CO DEL | $1.40万 | 0.01% | 1,009 | 0 | 0.0% | — | 不变 |
| FCX | FREEPORT-MCMORAN INC | $1.38万 | 0.01% | 220 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETE CORP | $1.37万 | 0.01% | 54 | 1 | 1.9% | $254 | 加仓 |
| QCOM | QUALCOMM INC | $1.29万 | 0.01% | 70 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES MSCI EMERGING MARKETS ETF | $1.25万 | 0.01% | 183 | 1 | 0.5% | $68 | 加仓 |
| BR | BROADRIDGE FINL SOLUTION | $1.23万 | 0.01% | 90 | 0 | 0.0% | — | 不变 |
| — | CAPITAL ONE 4.375 PERCENT PFDPFD SER L | $1.17万 | 0.01% | 738 | 0 | 0.0% | — | 不变 |
| JBLU | JETBLUE AWYS CORP EQUITYCLASS EQUITY | $1.15万 | 0.01% | 2,000 | 0 | 0.0% | — | 不变 |
| IREN | IREN LTD F | $1.14万 | 0.01% | 250 | 250 | — | $1.14万 | 新建仓 |
| — | WELLS FARGO 5.625 PERCENT PFDPFD SER Y | $1.13万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| MFC | MANULIFE FINL CORP F | $1.13万 | 0.01% | 279 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TRUST | $1.11万 | 0.01% | 208 | -769 | -78.7% | -$4.11万 | 减仓 |
| PSX | PHILLIPS 66 | $1.09万 | 0.01% | 64 | 0 | 0.0% | — | 不变 |
| POWR | ISHARES U.S. POWER INFRASTRUCTURE ETF | $1.00万 | 0.01% | 359 | 1 | 0.3% | $28 | 加仓 |
| DELL | DELL TECHNOLOGIES INC CLASS C | $8,981 | 0.01% | 21 | 0 | 0.0% | — | 不变 |
| V | VISA INC CLASS A | $8,928 | 0.01% | 26 | 0 | 0.0% | — | 不变 |
| — | PACIFIC GAS AND 6 PERCENT PFDPFD | $8,627 | 0.01% | 395 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC FCLASS A | $8,564 | 0.01% | 75 | 0 | 0.0% | — | 不变 |
| CIEN | CIENA CORP | $8,340 | 0.01% | 17 | 0 | 0.0% | — | 不变 |
| EMXC | ISHARES MSCI EMERGING MARKETS EX CHINA ETF | $7,673 | 0.01% | 75 | 0 | 0.0% | — | 不变 |
| ICSH | ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF | $7,013 | 0.01% | 139 | 2 | 1.5% | $101 | 加仓 |
| PRU | PRUDENTIAL FINL INC | $6,692 | 0.01% | 62 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP EQUITY CLASS EQUITY | $6,531 | 0.01% | 50 | 0 | 0.0% | — | 不变 |
| B | BARRICK MNG CORP F | $6,501 | 0.01% | 177 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE TECHNOLOGI | $6,295 | 0.00% | 98 | 0 | 0.0% | — | 不变 |
| VOD | VODAFONE GROUP PLC NEW FSPONSORED ADR 1 ADR REPS 10 ORD SHS | $6,004 | 0.00% | 454 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC F | $5,966 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| SCHX | SCHWAB U.S. LARGE-CAP ETF | $5,860 | 0.00% | 199 | -985 | -83.2% | -$2.90万 | 减仓 |
| JPC | NUVEEN PREFERRED INCOME | $5,839 | 0.00% | 741 | 0 | 0.0% | — | 不变 |
| XYZ | BLOCK INC A CLASS A | $5,776 | 0.00% | 76 | 0 | 0.0% | — | 不变 |
| CLX | CLOROX CO | $5,726 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| DOW | DOW INC | $5,659 | 0.00% | 207 | 2 | 1.0% | $55 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRI | $5,413 | 0.00% | 120 | 20 | 20.0% | $902 | 加仓 |
| NUE | NUCOR CORP | $5,238 | 0.00% | 24 | 1 | 4.3% | $218 | 加仓 |
| COP | CONOCOPHILLIPS | $5,198 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $4,774 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| OXY | OCCIDENTAL PETE CORP | $4,685 | 0.00% | 96 | 0 | 0.0% | — | 不变 |
| TBUX | T. ROWE PRICE ULTRA SHORT-TERM BOND ETF | $4,544 | 0.00% | 91 | 1 | 1.1% | $50 | 加仓 |
| PYPL | PAYPAL HLDGS INC | $4,318 | 0.00% | 100 | 0 | 0.0% | — | 不变 |