Leo H. Evart, Inc.
REDWOOD CITY CA · SEC CIK 0001920405
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| SGOV | ISHARES 0-3 MONTH TREASURY BOND ETF | $1,970.40万 | 16.85% | 195,748 | — | — | — | — |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | $1,006.78万 | 8.61% | 345,616 | — | — | — | — |
| BND | VANGUARD TOTAL BOND MARKET INDEX FUND ETF SHARES | $798.95万 | 6.83% | 108,494 | — | — | — | — |
| BIV | VANGUARD INTERMEDIATE-TERM BOND INDEX FUND ETF SHARES | $591.77万 | 5.06% | 76,674 | — | — | — | — |
| VTV | VANGUARD VALUE INDEX FUND ETF SHARES | $588.21万 | 5.03% | 29,980 | — | — | — | — |
| CGDV | CAPITAL GROUP DIVIDEND VALUE ETF | $480.05万 | 4.11% | 112,847 | — | — | — | — |
| VUG | VANGUARD GROWTH INDEX FUND ETF SHARES | $475.86万 | 4.07% | 10,895 | — | — | — | — |
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | $396.15万 | 3.39% | 160,059 | — | — | — | — |
| AAPL | APPLE INC | $339.12万 | 2.90% | 13,362 | — | — | — | — |
| VIG | VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF SHARES | $312.11万 | 2.67% | 14,513 | — | — | — | — |
| SCHD | SCHWAB U.S. DIVIDEND EQUITY ETF | $291.27万 | 2.49% | 94,939 | — | — | — | — |
| BSV | VANGUARD SHORT-TERM BONDINDEX FUND ETF SHARES | $290.42万 | 2.48% | 37,039 | — | — | — | — |
| GBIL | GOLDMAN SACHS ACCESS TREASURY 0-1 YEAR ETF | $286.74万 | 2.45% | 28,619 | — | — | — | — |
| SCHM | SCHWAB U.S. MID-CAP ETF | $260.70万 | 2.23% | 84,207 | — | — | — | — |
| VB | VANGUARD SMALL-CAP INDEXFUND ETF SHARES | $248.74万 | 2.13% | 9,497 | — | — | — | — |
| VOO | VANGUARD S&P 500 ETF | $224.59万 | 1.92% | 3,759 | — | — | — | — |
| ORCL | ORACLE CORP | $206.60万 | 1.77% | 14,044 | — | — | — | — |
| SCHA | SCHWAB U.S. SMALL-CAP ETF | $203.09万 | 1.74% | 69,838 | — | — | — | — |
| VHT | VANGUARD HEALTH CARE INDEX FUND ETF SHARES | $178.13万 | 1.52% | 6,541 | — | — | — | — |
| VO | VANGUARD MID-CAP INDEX FUND ETF SHARES | $163.08万 | 1.39% | 5,679 | — | — | — | — |
| VGT | VANGUARD INFORMATION TECHNOLOGY INDEX FUND ETF SHARES | $135.18万 | 1.16% | 1,937 | — | — | — | — |
| SCHZ | SCHWAB U.S. AGGREGATE BOND ETF | $123.72万 | 1.06% | 53,281 | — | — | — | — |
| GLD | SPDR GOLD SHARES | $120.48万 | 1.03% | 2,800 | — | — | — | — |
| IXUS | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | $112.47万 | 0.96% | 12,981 | — | — | — | — |
| TCAF | T. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF | $109.65万 | 0.94% | 30,808 | — | — | — | — |
| TSLA | TESLA INC | $79.11万 | 0.68% | 2,128 | — | — | — | — |
| FEOE | FIRST EAGLE OVERSEAS EQUITY ETF | $69.47万 | 0.59% | 13,768 | — | — | — | — |
| JPIE | JPMORGAN INCOME ETF | $60.33万 | 0.52% | 13,094 | — | — | — | — |
| CVX | CHEVRON CORP NEW | $56.06万 | 0.48% | 2,709 | — | — | — | — |
| AMZN | AMAZON.COM INC | $54.39万 | 0.47% | 2,612 | — | — | — | — |
| VBR | VANGUARD SMALL-CAP VALUEINDEX FUND ETF SHARES | $54.12万 | 0.46% | 2,491 | — | — | — | — |
| SRE | SEMPRA | $50.82万 | 0.43% | 5,230 | — | — | — | — |
| MSFT | MICROSOFT CORP | $49.58万 | 0.42% | 1,339 | — | — | — | — |
| SGOL | ABRDN PHYSICAL GOLD SHARES ETF | $47.64万 | 0.41% | 10,677 | — | — | — | — |
| GOOGL | ALPHABET INC CLASS CLASS A | $45.45万 | 0.39% | 1,580 | — | — | — | — |
| — | EXXON MOBIL CORP | $45.06万 | 0.39% | 2,656 | — | — | — | — |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX FUND ETF SHARES | $44.47万 | 0.38% | 3,003 | — | — | — | — |
| CGGR | CAPITAL GROUP GROWTH ETF | $43.56万 | 0.37% | 10,838 | — | — | — | — |
| GOOG | ALPHABET INC CLASS CLASS C | $42.38万 | 0.36% | 1,477 | — | — | — | — |
| META | META PLATFORMS INC CLASS CLASS A | $41.31万 | 0.35% | 722 | — | — | — | — |
| SPY | STATE STREET SPDR S&P 500 ETF TRUST | $38.19万 | 0.33% | 587 | — | — | — | — |
| RSPH | INVESCO S&P 500 EQUAL WEIGHT HEALTH CARE ETF | $29.44万 | 0.25% | 9,751 | — | — | — | — |
| NVDA | NVIDIA CORP | $28.41万 | 0.24% | 1,629 | — | — | — | — |
| CGDG | CAPITAL GROUP DIVIDEND GROWERS ETF | $28.12万 | 0.24% | 7,834 | — | — | — | — |
| IOT | SAMSARA INC CLASS A | $25.81万 | 0.22% | 8,143 | — | — | — | — |
| JNJ | JOHNSON & JOHNSON | $23.11万 | 0.20% | 945 | — | — | — | — |
| VDE | VANGUARD ENERGY INDEX FUND ETF SHARES | $21.98万 | 0.19% | 1,269 | — | — | — | — |
| UNH | UNITEDHEALTH GROUP INC | $18.46万 | 0.16% | 682 | — | — | — | — |
| HD | HOME DEPOT INC | $16.91万 | 0.14% | 514 | — | — | — | — |
| BRK/B | BERKSHIRE HATHAWAY CLASS B | $16.77万 | 0.14% | 350 | — | — | — | — |
| IVV | ISHARES CORE S&P 500 ETF | $15.35万 | 0.13% | 235 | — | — | — | — |
| LLY | ELI LILLY AND CO | $15.27万 | 0.13% | 166 | — | — | — | — |
| EIX | EDISON INTL | $14.85万 | 0.13% | 2,029 | — | — | — | — |
| T | AT&T INC | $13.72万 | 0.12% | 4,733 | — | — | — | — |
| LOGI | LOGITECH INTERNTNL S FCLASS CLASS N | $13.45万 | 0.12% | 1,476 | — | — | — | — |
| PLD | PROLOGIS INC REIT | $13.23万 | 0.11% | 1,001 | — | — | — | — |
| QQQ | INVESCO QQQ TR | $12.91万 | 0.11% | 224 | — | — | — | — |
| WMT | WALMART INC | $12.80万 | 0.11% | 1,030 | — | — | — | — |
| EME | EMCOR GROUP INC | $12.64万 | 0.11% | 171 | — | — | — | — |
| VTI | VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES | $12.58万 | 0.11% | 392 | — | — | — | — |
| GE | GE AEROSPACE | $12.52万 | 0.11% | 441 | — | — | — | — |
| ABBV | ABBVIE INC | $12.44万 | 0.11% | 572 | — | — | — | — |
| BA | BOEING CO | $12.24万 | 0.10% | 615 | — | — | — | — |
| GEV | GE VERNOVA INC | $11.87万 | 0.10% | 136 | — | — | — | — |
| EXPD | EXPEDITORS INTL WASH INCCLASS CLASS A | $11.52万 | 0.10% | 804 | — | — | — | — |
| VBK | VANGUARD SMALL-CAP GROWTH INDEX FUND ETF SHARES | $11.12万 | 0.10% | 368 | — | — | — | — |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND ETF SHARES | $10.94万 | 0.09% | 1,419 | — | — | — | — |
| PSA | PUBLIC STORAGE REIT | $10.89万 | 0.09% | 402 | — | — | — | — |
| PEP | PEPSICO INC | $10.62万 | 0.09% | 684 | — | — | — | — |
| SCHW | CHARLES SCHWAB CORP | $10.56万 | 0.09% | 1,123 | — | — | — | — |
| PG | PROCTER & GAMBLE CO | $10.44万 | 0.09% | 723 | — | — | — | — |
| CSCO | CISCO SYS INC | $10.37万 | 0.09% | 1,336 | — | — | — | — |
| VUSB | VANGUARD ULTRA-SHORT BOND ETF SHARES | $10.31万 | 0.09% | 2,072 | — | — | — | — |
| HCA | HCA HEALTHCARE INC | $10.30万 | 0.09% | 218 | — | — | — | — |
| SCHB | SCHWAB U.S. BROAD MARKETETF | $10.12万 | 0.09% | 4,033 | — | — | — | — |
| AXP | AMERICAN EXPRESS CO | $9.62万 | 0.08% | 318 | — | — | — | — |
| PM | PHILIP MORRIS INTL INC | $9.54万 | 0.08% | 577 | — | — | — | — |
| NSRGY | NESTLE S A FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $9.41万 | 0.08% | 950 | — | — | — | — |
| VYMI | VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD INDEX FUND ETF SHARES | $9.28万 | 0.08% | 985 | — | — | — | — |
| MO | ALTRIA GROUP INC | $9.23万 | 0.08% | 1,398 | — | — | — | — |
| MDLZ | MONDELEZ INTL INC CLASS A | $9.16万 | 0.08% | 1,589 | — | — | — | — |
| UPWK | UPWORK INC | $8.96万 | 0.08% | 8,174 | — | — | — | — |
| ACM | AECOM | $8.82万 | 0.08% | 1,040 | — | — | — | — |
| VDC | VANGUARD CONSUMER STAPLES INDEX FUND ETF SHARES | $8.71万 | 0.07% | 388 | — | — | — | — |
| AMP | AMERIPRISE FINL INC | $8.67万 | 0.07% | 195 | — | — | — | — |
| VZ | VERIZON COMMUNICATIONS I | $8.54万 | 0.07% | 1,701 | — | — | — | — |
| — | LINDT &SPRUENGLI A ORDF | $8.43万 | 0.07% | 6 | — | — | — | — |
| ABT | ABBOTT LABS | $8.30万 | 0.07% | 808 | — | — | — | — |
| BITO | PROSHARES BITCOIN ETF | $7.81万 | 0.07% | 8,386 | — | — | — | — |
| AVGO | BROADCOM INC | $7.76万 | 0.07% | 251 | — | — | — | — |
| AEP | AMERICAN ELEC PWR CO INC | $7.74万 | 0.07% | 590 | — | — | — | — |
| SBUX | STARBUCKS CORP | $7.55万 | 0.06% | 843 | — | — | — | — |
| — | HERMES INTERNTNL S ORDF | $7.44万 | 0.06% | 40 | — | — | — | — |
| WFC | WELLS FARGO & CO | $7.33万 | 0.06% | 921 | — | — | — | — |
| D | DOMINION ENERGY INC | $7.31万 | 0.06% | 1,183 | — | — | — | — |
| FNDF | SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | $7.26万 | 0.06% | 1,485 | — | — | — | — |
| OKE | ONEOK INC NEW | $7.23万 | 0.06% | 800 | — | — | — | — |
| VEU | VANGUARD FTSE ALL-WORLD EX-US INDEX FUND ETF SHARES | $6.68万 | 0.06% | 890 | — | — | — | — |
| COST | COSTCO WHSL CORP NEW | $6.68万 | 0.06% | 67 | — | — | — | — |
| SLV | ISHARES SILVER TRUST | $6.66万 | 0.06% | 977 | — | — | — | — |