EVOKE WEALTH, LLC
Los Angeles CA · SEC CIK 0001793432
$155.59万2026Q2 申报市值
4持仓数
100.0%前十大占比 · 第一大 33.2%
0 / 707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
本季没有买入
2026Q2 卖出最多 按季末市值估算
GLDM 清仓-$6.93亿
IVV 清仓-$4.59亿
SCHP 清仓-$2.77亿
GUNR 清仓-$2.68亿
VTI 减仓-$2.40亿
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 |
|---|---|---|---|---|---|---|---|---|
| GLDM | WORLD GOLD TR | $0 | 0.00% | 0 | -7,472,647 | -100.0% | -$6.93亿 | 清仓 |
| IVV | ISHARES TR | $0 | 0.00% | 0 | -702,776 | -100.0% | -$4.59亿 | 清仓 |
| SCHP | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -10,392,695 | -100.0% | -$2.77亿 | 清仓 |
| GUNR | FLEXSHARES TR | $0 | 0.00% | 0 | -4,859,753 | -100.0% | -$2.68亿 | 清仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $0 | 0.00% | 0 | -2,257,880 | -100.0% | -$1.45亿 | 清仓 |
| OEF | ISHARES TR | $0 | 0.00% | 0 | -404,867 | -100.0% | -$1.29亿 | 清仓 |
| VTIP | VANGUARD MALVERN FDS | $0 | 0.00% | 0 | -2,312,674 | -100.0% | -$1.16亿 | 清仓 |
| TIP | ISHARES TR | $0 | 0.00% | 0 | -1,042,055 | -100.0% | -$1.15亿 | 清仓 |
| DFAU | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -2,537,064 | -100.0% | -$1.14亿 | 清仓 |
| DFAI | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -2,935,091 | -100.0% | -$1.14亿 | 清仓 |
| ACWI | ISHARES TR | $0 | 0.00% | 0 | -794,905 | -100.0% | -$1.10亿 | 清仓 |
| VOO | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -178,473 | -100.0% | -$1.07亿 | 清仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $0 | 0.00% | 0 | -1,885,136 | -100.0% | -$1.02亿 | 清仓 |
| MBB | ISHARES TR | $0 | 0.00% | 0 | -886,160 | -100.0% | -$8,414.09万 | 清仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $0 | 0.00% | 0 | -122,209 | -100.0% | -$7,969.84万 | 清仓 |
| NVDA | NVIDIA CORPORATION 看跌期权 | $0 | 0.00% | 0 | -432,700 | -100.0% | -$7,546.29万 | 清仓 |
| DFAE | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -2,129,704 | -100.0% | -$7,211.18万 | 清仓 |
| VTV | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -364,990 | -100.0% | -$7,161.11万 | 清仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $0 | 0.00% | 0 | -481,063 | -100.0% | -$6,654.07万 | 清仓 |
| AGG | ISHARES TR | $0 | 0.00% | 0 | -609,491 | -100.0% | -$6,050.42万 | 清仓 |
| EMXC | ISHARES INC | $0 | 0.00% | 0 | -727,182 | -100.0% | -$5,720.02万 | 清仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -570,798 | -100.0% | -$5,717.69万 | 清仓 |
| GOOGL | ALPHABET INC | $0 | 0.00% | 0 | -184,761 | -100.0% | -$5,313.01万 | 清仓 |
| IVE | ISHARES TR | $0 | 0.00% | 0 | -247,726 | -100.0% | -$5,230.74万 | 清仓 |
| MSFT | MICROSOFT CORP | $0 | 0.00% | 0 | -121,002 | -100.0% | -$4,479.17万 | 清仓 |
| — | TIDAL TRUST I | $0 | 0.00% | 0 | -2,549,846 | -100.0% | -$4,138.81万 | 清仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $0 | 0.00% | 0 | -182,902 | -100.0% | -$3,933.50万 | 清仓 |
| AMZN | AMAZON COM INC | $0 | 0.00% | 0 | -158,941 | -100.0% | -$3,310.27万 | 清仓 |
| GOOG | ALPHABET INC | $0 | 0.00% | 0 | -113,021 | -100.0% | -$3,242.12万 | 清仓 |
| STIP | ISHARES TR | $0 | 0.00% | 0 | -306,484 | -100.0% | -$3,169.97万 | 清仓 |
| AVTM | AMERICAN CENTY ETF TR | $0 | 0.00% | 0 | -624,484 | -100.0% | -$2,935.86万 | 清仓 |
| LTPZ | PIMCO ETF TR | $0 | 0.00% | 0 | -531,554 | -100.0% | -$2,712.52万 | 清仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -90,192 | -100.0% | -$2,661.76万 | 清仓 |
| GLD | SPDR GOLD TR | $0 | 0.00% | 0 | -54,900 | -100.0% | -$2,362.30万 | 清仓 |
| XLU | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -434,920 | -100.0% | -$1,995.85万 | 清仓 |
| GOOG | ALPHABET INC 看跌期权 | $0 | 0.00% | 0 | -67,700 | -100.0% | -$1,942.04万 | 清仓 |
| AAPL | APPLE INC 看跌期权 | $0 | 0.00% | 0 | -72,700 | -100.0% | -$1,845.05万 | 清仓 |
| IAU | ISHARES GOLD TR | $0 | 0.00% | 0 | -205,916 | -100.0% | -$1,815.36万 | 清仓 |
| META | META PLATFORMS INC | $0 | 0.00% | 0 | -30,101 | -100.0% | -$1,722.20万 | 清仓 |
| GOOGL | ALPHABET INC 看跌期权 | $0 | 0.00% | 0 | -57,600 | -100.0% | -$1,656.35万 | 清仓 |
| JNJ | JOHNSON & JOHNSON | $0 | 0.00% | 0 | -66,369 | -100.0% | -$1,622.34万 | 清仓 |
| VNQ | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -182,211 | -100.0% | -$1,616.22万 | 清仓 |
| IGOV | ISHARES TR | $0 | 0.00% | 0 | -379,118 | -100.0% | -$1,556.66万 | 清仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -258,106 | -100.0% | -$1,537.03万 | 清仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $0 | 0.00% | 0 | -30,612 | -100.0% | -$1,466.95万 | 清仓 |
| SLV | ISHARES SILVER TR | $0 | 0.00% | 0 | -200,806 | -100.0% | -$1,368.30万 | 清仓 |
| AVGO | BROADCOM INC | $0 | 0.00% | 0 | -41,142 | -100.0% | -$1,273.42万 | 清仓 |
| DFIV | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -227,168 | -100.0% | -$1,199.00万 | 清仓 |
| LLY | ELI LILLY & CO | $0 | 0.00% | 0 | -12,603 | -100.0% | -$1,159.19万 | 清仓 |
| JPM | JPMORGAN CHASE & CO | $0 | 0.00% | 0 | -39,316 | -100.0% | -$1,156.54万 | 清仓 |
| IWM | ISHARES TR | $0 | 0.00% | 0 | -41,603 | -100.0% | -$1,031.76万 | 清仓 |
| LRCX | LAM RESEARCH CORP | $0 | 0.00% | 0 | -45,948 | -100.0% | -$982.94万 | 清仓 |
| VTEC | VANGUARD CALIF TAX FREE FDS | $0 | 0.00% | 0 | -94,940 | -100.0% | -$940.67万 | 清仓 |
| CVX | CHEVRON CORPORATION | $0 | 0.00% | 0 | -44,347 | -100.0% | -$917.55万 | 清仓 |
| J | JACOBS SOLUTIONS INC | $0 | 0.00% | 0 | -71,007 | -100.0% | -$903.79万 | 清仓 |
| QQQ | INVESCO QQQ TR | $0 | 0.00% | 0 | -15,431 | -100.0% | -$890.65万 | 清仓 |
| TLT | ISHARES TR | $0 | 0.00% | 0 | -102,108 | -100.0% | -$885.18万 | 清仓 |
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -51,152 | -100.0% | -$867.85万 | 清仓 |
| TSLA | TESLA INC | $0 | 0.00% | 0 | -22,809 | -100.0% | -$847.95万 | 清仓 |
| LRCX | LAM RESEARCH CORP 看跌期权 | $0 | 0.00% | 0 | -39,200 | -100.0% | -$837.55万 | 清仓 |
| VSGX | VANGUARD WORLD FD | $0 | 0.00% | 0 | -114,262 | -100.0% | -$819.60万 | 清仓 |
| MA | MASTERCARD INCORPORATED | $0 | 0.00% | 0 | -15,865 | -100.0% | -$792.73万 | 清仓 |
| GNR | SPDR INDEX SHS FDS | $0 | 0.00% | 0 | -105,657 | -100.0% | -$788.95万 | 清仓 |
| VXUS | VANGUARD STAR FDS | $0 | 0.00% | 0 | -101,621 | -100.0% | -$783.60万 | 清仓 |
| ESGV | VANGUARD WORLD FD | $0 | 0.00% | 0 | -66,700 | -100.0% | -$748.85万 | 清仓 |
| ADI | ANALOG DEVICES INC | $0 | 0.00% | 0 | -23,360 | -100.0% | -$743.20万 | 清仓 |
| AGI | ALAMOS GOLD INC | $0 | 0.00% | 0 | -163,108 | -100.0% | -$724.69万 | 清仓 |
| MCO | MOODYS CORP | $0 | 0.00% | 0 | -15,599 | -100.0% | -$680.53万 | 清仓 |
| ORCL | ORACLE CORP | $0 | 0.00% | 0 | -45,968 | -100.0% | -$676.25万 | 清仓 |
| XME | SPDR SERIES TRUST | $0 | 0.00% | 0 | -62,508 | -100.0% | -$675.16万 | 清仓 |
| TJX | TJX COS INC NEW | $0 | 0.00% | 0 | -41,447 | -100.0% | -$661.92万 | 清仓 |
| GDX | VANECK ETF TRUST | $0 | 0.00% | 0 | -69,482 | -100.0% | -$637.64万 | 清仓 |
| V | VISA INC | $0 | 0.00% | 0 | -20,476 | -100.0% | -$618.88万 | 清仓 |
| PEP | PEPSICO INC | $0 | 0.00% | 0 | -39,315 | -100.0% | -$610.54万 | 清仓 |
| AZO | AUTOZONE INC | $0 | 0.00% | 0 | -1,778 | -100.0% | -$600.57万 | 清仓 |
| GS | GOLDMAN SACHS GROUP INC | $0 | 0.00% | 0 | -6,978 | -100.0% | -$590.37万 | 清仓 |
| NFLX | NETFLIX INC. | $0 | 0.00% | 0 | -61,201 | -100.0% | -$588.45万 | 清仓 |
| AEM | AGNICO EAGLE MINES LTD | $0 | 0.00% | 0 | -28,869 | -100.0% | -$586.00万 | 清仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $0 | 0.00% | 0 | -8 | -100.0% | -$574.51万 | 清仓 |
| PG | PROCTER & GAMBLE CO | $0 | 0.00% | 0 | -37,286 | -100.0% | -$538.56万 | 清仓 |
| LIN | LINDE PLC | $0 | 0.00% | 0 | -10,755 | -100.0% | -$533.19万 | 清仓 |
| WMT | WALMART INC | $0 | 0.00% | 0 | -42,602 | -100.0% | -$530.52万 | 清仓 |
| ABBV | ABBVIE INC | $0 | 0.00% | 0 | -24,240 | -100.0% | -$527.20万 | 清仓 |
| COST | COSTCO WHOLESALE CORPORATION | $0 | 0.00% | 0 | -5,286 | -100.0% | -$526.80万 | 清仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -27,013 | -100.0% | -$518.44万 | 清仓 |
| IWB | ISHARES TR | $0 | 0.00% | 0 | -14,391 | -100.0% | -$513.14万 | 清仓 |
| XLK | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -38,516 | -100.0% | -$511.88万 | 清仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $0 | 0.00% | 0 | -131,790 | -100.0% | -$506.34万 | 清仓 |
| IWR | ISHARES TR | $0 | 0.00% | 0 | -48,842 | -100.0% | -$474.89万 | 清仓 |
| UNH | UNITEDHEALTH GROUP INC | $0 | 0.00% | 0 | -16,481 | -100.0% | -$445.96万 | 清仓 |
| ESGE | ISHARES INC | $0 | 0.00% | 0 | -97,881 | -100.0% | -$445.07万 | 清仓 |
| LOW | LOWES COS INC | $0 | 0.00% | 0 | -18,527 | -100.0% | -$437.78万 | 清仓 |
| CME | CME GROUP INC | $0 | 0.00% | 0 | -14,812 | -100.0% | -$437.50万 | 清仓 |
| IWF | ISHARES TR | $0 | 0.00% | 0 | -40,364 | -100.0% | -$430.30万 | 清仓 |
| SNOW | SNOWFLAKE INC | $0 | 0.00% | 0 | -28,103 | -100.0% | -$423.85万 | 清仓 |
| DOCS | DOXIMITY INC | $0 | 0.00% | 0 | -180,820 | -100.0% | -$421.31万 | 清仓 |
| MUC | BLACKROCK MUNIHLDNGS CALI | $0 | 0.00% | 0 | -401,081 | -100.0% | -$419.26万 | 清仓 |
| PGF | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -301,284 | -100.0% | -$414.57万 | 清仓 |
| CL | COLGATE PALMOLIVE CO | $0 | 0.00% | 0 | -48,138 | -100.0% | -$410.28万 | 清仓 |
| ALLW | SSGA ACTIVE TR | $0 | 0.00% | 0 | -136,474 | -100.0% | -$393.73万 | 清仓 |