EVOKE WEALTH, LLC
Los Angeles CA · SEC CIK 0001793432
$55.68亿2026Q1 申报市值
711持仓数
47.5%前十大占比 · 第一大 12.4%
75 / 64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
IVV 加仓+$4,844.01万
SCHP 加仓+$3,619.44万
AVTM 新建仓+$2,935.86万
VTIP 加仓+$2,234.53万
GUNR 加仓+$1,730.46万
2026Q1 卖出最多 按季末市值估算
MA 减仓-$824.25万
LTPZ 减仓-$673.17万
GOOGL 减仓-$651.53万
QQQ 减仓-$493.84万
TJX 减仓-$420.43万
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 |
|---|---|---|---|---|---|---|---|---|
| SAN | BANCO SANTANDER SA | $20.01万 | 0.00% | 17,740 | 3,251 | 22.4% | $3.67万 | 加仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $20.02万 | 0.00% | 2,221 | -102 | -4.4% | -$9,193 | 减仓 |
| — | PROSHARES TR II | $20.08万 | 0.00% | 5,845 | -2,685 | -31.5% | -$9.22万 | 重新持有 |
| VLUE | ISHARES TR | $20.11万 | 0.00% | 1,414 | 1,414 | — | $20.11万 | 新建仓 |
| SMMT | SUMMIT THERAPEUTICS INC | $20.23万 | 0.00% | 10,668 | -384 | -3.5% | -$7,281 | 减仓 |
| KBE | SPDR SERIES TRUST | $20.25万 | 0.00% | 3,400 | 0 | 0.0% | — | 不变 |
| SNPS | SYNOPSYS INC | $20.26万 | 0.00% | 511 | 511 | — | $20.26万 | 新建仓 |
| BN | BROOKFIELD CORP | $20.29万 | 0.00% | 5,012 | 558 | 12.5% | $2.26万 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $20.32万 | 0.00% | 7,296 | 7,296 | — | $20.32万 | 新建仓 |
| PRU | PRUDENTIAL FINL INC | $20.34万 | 0.00% | 2,082 | 2,082 | — | $20.34万 | 新建仓 |
| OVV | OVINTIV INC | $20.34万 | 0.00% | 3,426 | -1,703 | -33.2% | -$10.11万 | 重新持有 |
| BABA | ALIBABA GROUP HLDG LTD | $20.36万 | 0.00% | 1,623 | -244 | -13.1% | -$3.06万 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $20.37万 | 0.00% | 695 | -189 | -21.4% | -$5.54万 | 减仓 |
| HLI | HOULIHAN LOKEY INC | $20.51万 | 0.00% | 1,428 | -135 | -8.6% | -$1.94万 | 减仓 |
| DOV | DOVER CORP | $20.59万 | 0.00% | 987 | -39 | -3.8% | -$8,135 | 减仓 |
| CCL | CARNIVAL CORP | $20.68万 | 0.00% | 7,991 | 7,991 | — | $20.68万 | 新建仓 |
| MET | METLIFE INC | $20.70万 | 0.00% | 2,927 | 372 | 14.6% | $2.63万 | 重新持有 |
| MC | MOELIS & CO | $20.91万 | 0.00% | 3,668 | 596 | 19.4% | $3.40万 | 加仓 |
| USFD | US FOODS HLDG CORP | $20.93万 | 0.00% | 2,270 | -1,098 | -32.6% | -$10.12万 | 减仓 |
| EXC | EXELON CORP | $20.93万 | 0.00% | 4,270 | 4,270 | — | $20.93万 | 新建仓 |
| DBEF | DBX ETF TR | $21.00万 | 0.00% | 4,250 | 0 | 0.0% | — | 不变 |
| BPOP | POPULAR INC | $21.07万 | 0.00% | 1,561 | -265 | -14.5% | -$3.58万 | 重新持有 |
| CINF | CINCINNATI FINL CORP | $21.13万 | 0.00% | 1,331 | -271 | -16.9% | -$4.30万 | 减仓 |
| BFAM | BRIGHT HORIZONS FAM SOL IN D | $21.13万 | 0.00% | 2,573 | 2,573 | — | $21.13万 | 新建仓 |
| SCHD | SCHWAB STRATEGIC TR | $21.33万 | 0.00% | 6,951 | -1,880 | -21.3% | -$5.77万 | 减仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $21.37万 | 0.00% | 3,307 | 3,307 | — | $21.37万 | 新建仓 |
| BBCA | J P MORGAN EXCHANGE TRADED F | $21.37万 | 0.00% | 2,272 | 0 | 0.0% | — | 不变 |
| CCK | CROWN HLDGS INC | $21.41万 | 0.00% | 2,136 | -96 | -4.3% | -$9,624 | 减仓 |
| VPU | VANGUARD WORLD FD | $21.42万 | 0.00% | 1,081 | 0 | 0.0% | — | 不变 |
| APP | APPLOVIN CORP | $21.44万 | 0.00% | 538 | -487 | -47.5% | -$19.40万 | 减仓 |
| AWI | ARMSTRONG WORLD INDS INC NEW | $21.46万 | 0.00% | 1,302 | 66 | 5.3% | $1.09万 | 加仓 |
| DAR | DARLING INGREDIENTS INC | $21.48万 | 0.00% | 3,473 | 3,473 | — | $21.48万 | 新建仓 |
| JEF | JEFFERIES FINANCIAL GROUP IN | $21.50万 | 0.00% | 5,210 | 5,210 | — | $21.50万 | 新建仓 |
| TROW | PRICE T ROWE GROUP INC | $21.56万 | 0.00% | 2,392 | -1,151 | -32.5% | -$10.38万 | 减仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $21.57万 | 0.00% | 3,897 | -350 | -8.2% | -$1.94万 | 减仓 |
| PGX | INVESCO EXCH TRADED FD TR II | $21.59万 | 0.00% | 19,848 | 0 | 0.0% | — | 不变 |
| GREK | GLOBAL X FDS | $21.60万 | 0.00% | 3,381 | 3,381 | — | $21.60万 | 新建仓 |
| GEM | GOLDMAN SACHS ETF TR | $21.60万 | 0.00% | 5,000 | 0 | 0.0% | — | 不变 |
| CP | CANADIAN PACIFIC KANSAS CITY | $21.61万 | 0.00% | 2,742 | 2,742 | — | $21.61万 | 新建仓 |
| IYK | ISHARES TR | $21.89万 | 0.00% | 3,126 | 0 | 0.0% | — | 不变 |
| BOTZ | GLOBAL X FDS | $21.93万 | 0.00% | 6,600 | 400 | 6.5% | $1.33万 | 加仓 |
| GSK | GSK PLC | $22.04万 | 0.00% | 3,962 | -433 | -9.9% | -$2.41万 | 减仓 |
| MTZ | MASTEC INC | $22.04万 | 0.00% | 685 | 685 | — | $22.04万 | 新建仓 |
| SAP | SAP SE | $22.07万 | 0.00% | 1,288 | 338 | 35.6% | $5.79万 | 加仓 |
| SUSA | ISHARES TR | $22.26万 | 0.00% | 1,685 | 0 | 0.0% | — | 不变 |
| BIV | VANGUARD BD INDEX FDS | $22.27万 | 0.00% | 2,885 | 1 | 0.0% | $77 | 加仓 |
| — | ELECTRONIC ARTS INC | $22.28万 | 0.00% | 1,092 | 91 | 9.1% | $1.86万 | 加仓 |
| CHD | CHURCH & DWIGHT CO INC | $22.30万 | 0.00% | 2,390 | -4,556 | -65.6% | -$42.52万 | 重新持有 |
| WEX | WEX INC | $22.48万 | 0.00% | 1,469 | 1,469 | — | $22.48万 | 新建仓 |
| SLVP | ISHARES INC | $22.49万 | 0.00% | 6,341 | -225 | -3.4% | -$7,979 | 减仓 |
| GVI | ISHARES TR | $22.54万 | 0.00% | 2,113 | 2,113 | — | $22.54万 | 新建仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $22.56万 | 0.00% | 3,600 | 0 | 0.0% | — | 不变 |
| VOE | VANGUARD INDEX FDS | $22.61万 | 0.00% | 1,227 | 1,227 | — | $22.61万 | 新建仓 |
| FLS | FLOWSERVE CORP | $22.63万 | 0.00% | 3,069 | 132 | 4.5% | $9,733 | 加仓 |
| HST | HOST HOTELS & RESORTS INC | $22.81万 | 0.00% | 11,778 | 11,778 | — | $22.81万 | 新建仓 |
| GRMN | GARMIN LTD | $22.82万 | 0.00% | 983 | -861 | -46.7% | -$19.98万 | 重新持有 |
| ARMK | ARAMARK | $22.82万 | 0.00% | 5,628 | 5,628 | — | $22.82万 | 新建仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $22.93万 | 0.00% | 693 | 72 | 11.6% | $2.38万 | 加仓 |
| BALL | BALL CORP | $22.94万 | 0.00% | 3,880 | 3,880 | — | $22.94万 | 新建仓 |
| MDYG | SPDR SERIES TRUST | $22.95万 | 0.00% | 2,392 | 0 | 0.0% | — | 不变 |
| ROP | ROPER TECHNOLOGIES INC | $23.01万 | 0.00% | 650 | 650 | — | $23.01万 | 新建仓 |
| QQQ | INVESCO QQQ TR 看跌期权 | $23.09万 | 0.00% | 400 | -100 | -20.0% | -$5.77万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $23.27万 | 0.00% | 2,377 | 344 | 16.9% | $3.37万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $23.29万 | 0.00% | 1,349 | -1,659 | -55.2% | -$28.64万 | 减仓 |
| GL | GLOBE LIFE INC | $23.64万 | 0.00% | 1,698 | 11 | 0.7% | $1,531 | 加仓 |
| TTAN | SERVICETITAN INC | $23.71万 | 0.00% | 3,736 | 237 | 6.8% | $1.50万 | 加仓 |
| NUE | NUCOR CORP | $23.72万 | 0.00% | 1,398 | -278 | -16.6% | -$4.72万 | 减仓 |
| PWR | QUANTA SVCS INC | $23.79万 | 0.00% | 433 | -440 | -50.4% | -$24.17万 | 减仓 |
| FRT | FEDERAL RLTY INVT TR NEW | $23.91万 | 0.00% | 2,251 | 2,251 | — | $23.91万 | 新建仓 |
| EWS | ISHARES INC | $23.99万 | 0.00% | 8,500 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS DISCOVERY INC | $24.00万 | 0.00% | 8,741 | 8,741 | — | $24.00万 | 新建仓 |
| D | DOMINION ENERGY INC | $24.02万 | 0.00% | 3,885 | 41 | 1.1% | $2,535 | 加仓 |
| DSI | ISHARES TR | $24.30万 | 0.00% | 2,005 | 0 | 0.0% | — | 不变 |
| ZION | ZIONS BANCORPORATION NATL AS | $24.37万 | 0.00% | 4,229 | 4,229 | — | $24.37万 | 新建仓 |
| SCHE | SCHWAB STRATEGIC TR | $24.46万 | 0.00% | 7,423 | 7,423 | — | $24.46万 | 新建仓 |
| EXEL | EXELIXIS INC | $24.91万 | 0.00% | 5,807 | -538 | -8.5% | -$2.31万 | 减仓 |
| ARW | ARROW ELECTRS INC | $25.02万 | 0.00% | 1,745 | -94 | -5.1% | -$1.35万 | 减仓 |
| THG | HANOVER INS GROUP INC | $25.05万 | 0.00% | 1,445 | -174 | -10.7% | -$3.02万 | 减仓 |
| IDXX | IDEXX LABS INC | $25.06万 | 0.00% | 446 | 10 | 2.3% | $5,619 | 加仓 |
| FDIS | FIDELITY COVINGTON TRUST | $25.07万 | 0.00% | 2,688 | -2,377 | -46.9% | -$22.17万 | 减仓 |
| O | REALTY INCOME CORP | $25.19万 | 0.00% | 4,099 | 4,099 | — | $25.19万 | 新建仓 |
| HAP | VANECK ETF TRUST | $25.26万 | 0.00% | 3,486 | 0 | 0.0% | — | 不变 |
| SYY | SYSCO CORP | $25.36万 | 0.00% | 3,555 | -3,254 | -47.8% | -$23.21万 | 减仓 |
| PODD | INSULET CORP | $25.43万 | 0.00% | 1,212 | 1,212 | — | $25.43万 | 新建仓 |
| RY | ROYAL BK CDA | $25.46万 | 0.00% | 1,573 | 372 | 31.0% | $6.02万 | 加仓 |
| CRWV | COREWEAVE INC | $25.49万 | 0.00% | 3,290 | -2,306 | -41.2% | -$17.86万 | 减仓 |
| GAP | GAP INC | $25.54万 | 0.00% | 10,553 | 954 | 9.9% | $2.31万 | 加仓 |
| FCOM | FIDELITY COVINGTON TRUST | $25.59万 | 0.00% | 3,756 | 0 | 0.0% | — | 不变 |
| UL | UNILEVER PLC | $25.82万 | 0.00% | 4,491 | -802 | -15.2% | -$4.61万 | 减仓 |
| PCAR | PACCAR INC | $25.87万 | 0.00% | 2,239 | 379 | 20.4% | $4.38万 | 加仓 |
| SYF | SYNCHRONY FINANCIAL | $25.87万 | 0.00% | 3,803 | 1,019 | 36.6% | $6.93万 | 加仓 |
| TM | TOYOTA MOTOR CORP | $25.96万 | 0.00% | 1,259 | 74 | 6.2% | $1.53万 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $25.99万 | 0.00% | 536 | 88 | 19.6% | $4.27万 | 加仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $26.00万 | 0.00% | 15,321 | 2,429 | 18.8% | $4.12万 | 加仓 |
| NOW | SERVICENOW INC 看跌期权 | $26.14万 | 0.00% | 2,500 | 0 | 0.0% | — | 不变 |
| KGC | KINROSS GOLD CORP | $26.30万 | 0.00% | 8,616 | 246 | 2.9% | $7,508 | 加仓 |
| BRZE | BRAZE INC | $26.40万 | 0.00% | 11,180 | 1,512 | 15.6% | $3.57万 | 加仓 |
| — | DUPONT DE NEMOURS INC | $26.52万 | 0.00% | 5,791 | -161 | -2.7% | -$7,374 | 减仓 |
| CIEN | CIENA CORP | $26.59万 | 0.00% | 685 | 685 | — | $26.59万 | 新建仓 |
| AVDV | AMERICAN CENTY ETF TR | $26.64万 | 0.00% | 2,667 | 195 | 7.9% | $1.95万 | 加仓 |