Leo H. Evart, Inc.

CIK 1920405 · 在 SEC EDGAR 上查看 ↗

投资组合价值
$126.6M
按 13F 价值排名第 7887（共 9443） · 前 83.5%
持仓
295
截至
2026年6月30日

投资组合价值同比（季度）：+19.8% 13F不披露现金

前十大持仓权重
56.27%
前二十五大持仓权重
83.79%
持仓高于 1%
23
有效持仓数量
19.8

仅基于13F多头股票持仓（现金、债券、空头未披露）

周转率 Q2 2026: 3.92% 估计买入 $25776432 · 卖出 $4548730

新仓位
9
增加
78
减少
31
已结清
11
本页内容

行业细分

Technology
5.8%
Communication Services
1.3%
Healthcare
0.9%
Consumer Discretionary
0.8%
Retail
0.8%
Utilities
0.8%
Industrials
0.8%
Energy
0.7%
Consumer Staples
0.3%
Financial Services
0.3%
Real Estate
0.2%
Communications
0.1%
Consumer products
0.1%
Logistics & Transportation
0.1%
Telecommunication
0.1%
Financials
0.1%
Materials
0.0%
Diversified Consumer Services
0.0%
其他/未映射
86.6%

完整投资组合 295 持仓

类型 连胜 8个季度趋势
SGOV iShares 0-3 Month Treasury Bond ETF $19188303 15.15% 190606 $-515719 下跌 ×1
SCHG $11430000 9.03% 337766 $1733564 上涨 ×1
VTV $6832218 5.40% 31350 $950157 上涨 ×1
BND Vanguard Total Bond Market ETF $5805130 4.58% 79078 $-2184354 下跌 ×1
VUG $5585219 4.41% 64839 $913936 上涨 ×1
CGDV $5470346 4.32% 111005 $669846 下跌 ×1
BIV $5265112 4.16% 68646 $-652558 下跌 ×1
SCHF $4612987 3.64% 166534 $3793558 上涨 ×1
GBIL $3638250 2.87% 36325 $770900 上涨 ×1
VIG $3424488 2.70% 14473 $303412 下跌 ×1
AAPL Apple Inc. - Common Stock $3290951 2.60% 11373 $-100279 下跌 ×1
SCHM $3052531 2.41% 82792 $2325765 上涨 ×1
SCHD $3042132 2.40% 95936 $129405 上涨 ×1
VB $2993599 2.36% 9876 $2570442 上涨 ×1
BSV $2952640 2.33% 37898 $48408 上涨 ×1
VCRB Vanguard Core Bond ETF $2943261 2.32% 38109 上涨 ×1
VOO $2676523 2.11% 3897 $430578 上涨 ×1
SCHA $2451909 1.94% 67863 $2428757 上涨 ×1
ORCL Oracle Corporation Common Stock $2059760 1.63% 14055 $-6253 上涨 ×1
VHT $1973134 1.56% 6599 $222597 上涨 ×1
VO $1855078 1.46% 23025 $224236 上涨 ×1
VGT $1780044 1.41% 14893 $428279 上涨 ×1
TCAF $1307207 1.03% 31806 $210751 上涨 ×1
IXUS iShares Core MSCI Total International Stock ETF $1254714 0.99% 13147 $130020 上涨 ×1
SCHZ $1223551 0.97% 52899 $1055911 上涨 ×1
GLD $973260 0.77% 2642 $-231552 下跌 ×1
TSLA Tesla, Inc. - Common Stock $895037 0.71% 2128 $103953
FEOE First Eagle Overseas Equity ETF $753892 0.60% 14118 $59174 上涨 ×1
AMZN Amazon.com, Inc. - Common Stock $646289 0.51% 2712 $102366 上涨 ×1
JPIE $610282 0.48% 13253 $7025 上涨 ×1
VBR $608972 0.48% 2506 $67741 上涨 ×1
GOOGL Alphabet Inc. - Class A Common Stock $574750 0.45% 1608 $123170 上涨 ×1
GOOG Alphabet Inc. - Class C Capital Stock $522024 0.41% 1477 $98267
VYM $520684 0.41% 3295 $76007 上涨 ×1
MSFT Microsoft Corporation - Common Stock $513344 0.41% 1376 $17505 上涨 ×1
CGGR $511574 0.40% 10838 $75978
SRE DBA Sempra Common Stock $484938 0.38% 5231 $-23262 上涨 ×1
CVX Chevron Corporation Common Stock $449127 0.35% 2710 $-111468 上涨 ×1
SPY SPY $438814 0.35% 588 $60237 上涨 ×1
SGOL $408182 0.32% 10677 $-68226
META Meta Platforms, Inc. - Class A Common Stock $406713 0.32% 722 $-6380
VXUS Vanguard Total International Stock ETF $358249 0.28% 4191 $253097 上涨 ×1
XOM Exxon Mobil Corporation Common Stock $347140 0.27% 2539 $-103488 下跌 ×1
NVDA NVIDIA Corporation - Common Stock $344380 0.27% 1721 $343159 上涨 ×1
CGDG $343627 0.27% 9161 $62392 上涨 ×1
RSPH $324195 0.26% 9768 $67355 上涨 ×1
UNH UnitedHealth Group Incorporated Common Stock (DE) $285234 0.23% 686 $100587 上涨 ×1
IOT Samsara Inc. Class A Common Stock $248706 0.20% 7669 $-9346 下跌 ×1
VTEC $248593 0.20% 2471 上涨 ×1
JNJ Johnson & Johnson Common Stock $225377 0.18% 887 $-5678 下跌 ×1
QQQ Invesco QQQ Trust, Series 1 $200145 0.16% 272 $71015 上涨 ×1
LLY Eli Lilly and Company Common Stock $199113 0.16% 166 $46431
INTC Intel Corporation - Common Stock $196474 0.16% 1407 $134378
VDE $191697 0.15% 1276 $117034 上涨 ×1
HD Home Depot, Inc. (The) Common Stock $181381 0.14% 514 $12235
IVV $176047 0.14% 235 $22597
BRKB $175137 0.14% 350 $7417
GE GE Aerospace Common Stock $164960 0.13% 441 $39801
GEV GE Vernova Inc. Common Stock $159781 0.13% 136 $41067
VYMI Vanguard International High Dividend Yield ETF $159631 0.13% 1626 $66795 上涨 ×1
CSCO Cisco Systems, Inc. - Common Stock $156966 0.12% 1336 $61041 上涨 ×1
EIX Edison International Common Stock $151059 0.12% 2029 $2577
VTI $150277 0.12% 406 $142257 上涨 ×1
ABBV AbbVie Inc. Common Stock $143938 0.11% 572 $19534
EME EMCOR Group, Inc. Common Stock $142104 0.11% 171 $15694
BA Boeing Company (The) Common Stock $133129 0.11% 615 $10726
VBK $130946 0.10% 358 $19717 下跌 ×1
LOGI Logitech International S.A. - Registered Shares $125826 0.10% 1338 $-8667 下跌 ×1
SCHB $117100 0.09% 4044 $15874 上涨 ×1
WMT Walmart Inc. - Common Stock $116771 0.09% 1031 $-11268 上涨 ×1
AMAT Applied Materials, Inc. - Common Stock $108450 0.09% 150 $57181
PEP PepsiCo, Inc. - Common Stock $108231 0.09% 799 $2013 上涨 ×1
AXP American Express Company Common Stock $107564 0.08% 318 $11375
PSA Public Storage Common Stock $106316 0.08% 334 $-2578 下跌 ×1
PG Procter & Gamble Company (The) Common Stock $106046 0.08% 723 $1649
PM Philip Morris International Inc Common Stock $104385 0.08% 577 $8984
SCHW Charles Schwab Corporation (The) Common Stock $104018 0.08% 1127 $-1556 上涨 ×1
未知发行人 (CUSIP: 84615Q103) $103090 0.08% 603 上涨 ×1
EXPD Expeditors International of Washington, Inc. Common Stock $103003 0.08% 632 $-12154 下跌 ×1
MO Altria Group, Inc. $100877 0.08% 1402 $8600 上涨 ×1
T AT&T Inc. $97971 0.08% 4733 $-39229
PLD Prologis, Inc. Common Stock $97674 0.08% 721 $-34638 下跌 ×1
MDLZ Mondelez International, Inc. - Class A Common Stock $91908 0.07% 1589 $318
VUSB $90289 0.07% 1814 $-12859 下跌 ×1
AMP Ameriprise Financial, Inc. Common Stock $89458 0.07% 195 $2800
VDC $87641 0.07% 389 $575 上涨 ×1
NSRGY $87287 0.07% 850 $-6858 下跌 ×1
SBUX Starbucks Corporation - Common Stock $86280 0.07% 844 $10787 上涨 ×1
AEP American Electric Power Company, Inc. - Common Stock $81266 0.06% 594 $3883 上涨 ×1
HCA HCA Healthcare, Inc. Common Stock $81095 0.06% 208 $-21871 下跌 ×1
RPG $80477 0.06% 1260 $21586
KLAC KLA Corporation - Common Stock $79481 0.06% 263 $40602 上涨 ×1
FNDF $78771 0.06% 1493 $6129 上涨 ×1
WFC Wells Fargo & Company Common Stock $76210 0.06% 922 $2900 上涨 ×1
VEU $74890 0.06% 894 $8051 上涨 ×1
ABT Abbott Laboratories Common Stock $73318 0.06% 808 $-9639
VZ Verizon Communications Inc. Common Stock $72020 0.06% 1701 $-13370
OKE ONEOK, Inc. Common Stock $69552 0.05% 800 $-2760
UPWK Upwork Inc. - Common Stock $68251 0.05% 8164 $-21336 下跌 ×1
IYW $68102 0.05% 270 $19119

最大新仓位

本季度新开仓位，按规模从大到小排序。

证券 价值 股份 % 占投资组合
VCRB $2943261 38109 2.32%
VTEC $248593 2471 0.20%
未知发行人 (CUSIP: 84615Q103) $103090 603 0.08%
HON $22390 100 0.02%
未知发行人 (CUSIP: 43849R105) $22108 100 0.02%
未知发行人 (CUSIP: 77926X320) $14770 200 0.01%
IREN $11433 250 0.01%
BYDDY $927 100 0.00%
BBAI $184 50 0.00%

季度涨幅榜

证券 操作 股份变动 价值变动
SCHM 增持 +59K +$2.3M
BND 削减 -29K -$2.2M
SCHG 增持 +5K +$1.7M
VTV 增持 +1K +$950K
VUG 增持 +54K +$914K
GBIL 增持 +8K +$771K
CGDV 削减 -2K +$670K
BIV 削减 -8K -$653K
SGOV 削减 -5K -$516K
VOO 增持 +138 +$431K

4 个持仓已隐藏（数据完整性检查）

已退出持仓

包含公司事件（合并、退市）——并非所有退出都是卖出

已关闭的头寸反映了 13F 报告的变更；对于指数管理人来说，这些通常是机械性的（退市、并购、指数再平衡），而不是主动决策。

证券季度 先前持股数 先前价值 退出后价格
CRWD 2026年6月30日 150 $58562 -1.9%
LVS 2026年6月30日 600 $32328 0.5%
SPOT 2026年6月30日 42 $20366 14.8%
WIX 2026年6月30日 5 $450 77.0%
RBLX 2026年6月30日 5 $283 -28.5%
TOST 2026年6月30日 10 $265 28.1%
DKNG 2026年6月30日 9 $195 -1.1%
PSKY 2026年6月30日 13 $121 4.8%
CPNG 2026年6月30日 5 $94 -7.3%
RMTI 2026年6月30日 9 $8 40.4%
DECN 2026年6月30日 1570 $0 不再跟踪