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 |
|---|---|---|---|---|---|---|---|---|
| EFG | ISHARES TR | $0 | 0.00% | 0 | -33,815 | -100.0% | -$376.61万 | 清仓 |
| PEY | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -171,360 | -100.0% | -$367.03万 | 清仓 |
| MSCI | MSCI INC | $0 | 0.00% | 0 | -6,774 | -100.0% | -$365.14万 | 清仓 |
| VUG | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -49,650 | -100.0% | -$361.45万 | 清仓 |
| MRK | MERCK & CO INC | $0 | 0.00% | 0 | -29,595 | -100.0% | -$358.45万 | 清仓 |
| MCD | MCDONALDS CORP | $0 | 0.00% | 0 | -11,050 | -100.0% | -$343.45万 | 清仓 |
| AXP | AMERICAN EXPRESS CO | $0 | 0.00% | 0 | -11,320 | -100.0% | -$342.43万 | 清仓 |
| AMGN | AMGEN INC | $0 | 0.00% | 0 | -9,688 | -100.0% | -$340.90万 | 清仓 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $0 | 0.00% | 0 | -296,141 | -100.0% | -$338.49万 | 清仓 |
| AMZN | AMAZON COM INC 看跌期权 | $0 | 0.00% | 0 | -16,200 | -100.0% | -$337.40万 | 清仓 |
| VO | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -46,412 | -100.0% | -$333.24万 | 清仓 |
| DIS | DISNEY WALT CO | $0 | 0.00% | 0 | -34,258 | -100.0% | -$330.19万 | 清仓 |
| IUSG | ISHARES TR | $0 | 0.00% | 0 | -21,075 | -100.0% | -$326.89万 | 清仓 |
| MU | MICRON TECHNOLOGY INC | $0 | 0.00% | 0 | -9,635 | -100.0% | -$325.68万 | 清仓 |
| DVY | ISHARES TR | $0 | 0.00% | 0 | -21,354 | -100.0% | -$323.32万 | 清仓 |
| VGT | VANGUARD WORLD FD | $0 | 0.00% | 0 | -36,376 | -100.0% | -$317.30万 | 清仓 |
| FIX | COMFORT SYS USA INC | $0 | 0.00% | 0 | -2,281 | -100.0% | -$314.55万 | 清仓 |
| XLE | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -51,197 | -100.0% | -$313.63万 | 清仓 |
| RTX | RTX CORPORATION | $0 | 0.00% | 0 | -16,238 | -100.0% | -$313.23万 | 清仓 |
| OUNZ | VANECK MERK GOLD ETF | $0 | 0.00% | 0 | -69,122 | -100.0% | -$311.39万 | 清仓 |
| SHW | SHERWIN WILLIAMS CO | $0 | 0.00% | 0 | -9,700 | -100.0% | -$310.95万 | 清仓 |
| PAVE | GLOBAL X FDS | $0 | 0.00% | 0 | -60,779 | -100.0% | -$308.82万 | 清仓 |
| CSCO | CISCO SYS INC | $0 | 0.00% | 0 | -39,566 | -100.0% | -$306.99万 | 清仓 |
| BAC | BANK AMERICA CORP | $0 | 0.00% | 0 | -62,654 | -100.0% | -$305.44万 | 清仓 |
| GQGU | ADVISORS INNER CIRCLE FD III | $0 | 0.00% | 0 | -113,266 | -100.0% | -$304.80万 | 清仓 |
| OUT | OUTFRONT MEDIA INC | $0 | 0.00% | 0 | -114,920 | -100.0% | -$304.54万 | 清仓 |
| — | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -78,225 | -100.0% | -$303.98万 | 清仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $0 | 0.00% | 0 | -8,910 | -100.0% | -$302.00万 | 清仓 |
| HLF | HERBALIFE LTD | $0 | 0.00% | 0 | -204,480 | -100.0% | -$300.99万 | 清仓 |
| NAC | NUVEEN CA DIVI ADV MUN | $0 | 0.00% | 0 | -256,039 | -100.0% | -$300.17万 | 清仓 |
| SPY | STATE STR SPDR S&P 500 ETF T 看跌期权 | $0 | 0.00% | 0 | -4,600 | -100.0% | -$299.16万 | 清仓 |
| CARR | CARRIER GLOBAL CORPORATION | $0 | 0.00% | 0 | -52,862 | -100.0% | -$297.67万 | 清仓 |
| GLW | CORNING INC | $0 | 0.00% | 0 | -21,670 | -100.0% | -$294.66万 | 清仓 |
| EFA | ISHARES TR | $0 | 0.00% | 0 | -30,312 | -100.0% | -$294.42万 | 清仓 |
| SM | SM ENERGY COMPANY | $0 | 0.00% | 0 | -93,870 | -100.0% | -$292.69万 | 清仓 |
| CAT | CATERPILLAR INC | $0 | 0.00% | 0 | -4,100 | -100.0% | -$290.49万 | 清仓 |
| ITOT | ISHARES TR | $0 | 0.00% | 0 | -20,155 | -100.0% | -$287.08万 | 清仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $0 | 0.00% | 0 | -4,612 | -100.0% | -$285.19万 | 清仓 |
| QCOM | QUALCOMM INC | $0 | 0.00% | 0 | -22,004 | -100.0% | -$283.38万 | 清仓 |
| ANET | ARISTA NETWORKS INC | $0 | 0.00% | 0 | -22,894 | -100.0% | -$281.09万 | 清仓 |
| VHT | VANGUARD WORLD FD | $0 | 0.00% | 0 | -10,200 | -100.0% | -$277.78万 | 清仓 |
| SCHV | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -88,290 | -100.0% | -$269.28万 | 清仓 |
| UNP | UNION PAC CORP | $0 | 0.00% | 0 | -11,090 | -100.0% | -$269.08万 | 清仓 |
| XNEAX | NUVEEN AMT FREE QLTY MUN INC | $0 | 0.00% | 0 | -236,500 | -100.0% | -$267.20万 | 清仓 |
| SCHF | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -107,408 | -100.0% | -$265.84万 | 清仓 |
| IEFA | ISHARES TR | $0 | 0.00% | 0 | -29,353 | -100.0% | -$265.74万 | 清仓 |
| VYM | VANGUARD WHITEHALL FDS | $0 | 0.00% | 0 | -17,885 | -100.0% | -$264.89万 | 清仓 |
| MS | MORGAN STANLEY | $0 | 0.00% | 0 | -15,827 | -100.0% | -$260.47万 | 清仓 |
| BA | BOEING CO | $0 | 0.00% | 0 | -13,020 | -100.0% | -$259.15万 | 清仓 |
| GE | GE AEROSPACE | $0 | 0.00% | 0 | -9,086 | -100.0% | -$258.25万 | 清仓 |
| VB | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -9,852 | -100.0% | -$258.04万 | 清仓 |
| SRE | SEMPRA | $0 | 0.00% | 0 | -26,165 | -100.0% | -$256.02万 | 清仓 |
| BIIB | BIOGEN INC | $0 | 0.00% | 0 | -13,831 | -100.0% | -$253.56万 | 清仓 |
| XLF | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -51,273 | -100.0% | -$253.14万 | 清仓 |
| SIL | GLOBAL X FDS | $0 | 0.00% | 0 | -27,997 | -100.0% | -$252.20万 | 清仓 |
| AMD | ADVANCED MICRO DEVICES INC | $0 | 0.00% | 0 | -12,109 | -100.0% | -$246.34万 | 清仓 |
| EFX | EQUIFAX INC | $0 | 0.00% | 0 | -13,501 | -100.0% | -$243.12万 | 清仓 |
| GGG | GRACO INC | $0 | 0.00% | 0 | -28,493 | -100.0% | -$241.20万 | 清仓 |
| KO | COCA COLA CO | $0 | 0.00% | 0 | -31,031 | -100.0% | -$237.62万 | 清仓 |
| IJH | ISHARES TR | $0 | 0.00% | 0 | -35,010 | -100.0% | -$236.42万 | 清仓 |
| SPGI | S&P GLOBAL INC | $0 | 0.00% | 0 | -5,445 | -100.0% | -$231.60万 | 清仓 |
| IWD | ISHARES TR | $0 | 0.00% | 0 | -10,732 | -100.0% | -$229.31万 | 清仓 |
| IJR | ISHARES TR | $0 | 0.00% | 0 | -18,349 | -100.0% | -$228.11万 | 清仓 |
| GEV | GE VERNOVA INC | $0 | 0.00% | 0 | -2,573 | -100.0% | -$224.74万 | 清仓 |
| IVW | ISHARES TR | $0 | 0.00% | 0 | -19,670 | -100.0% | -$222.49万 | 清仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $0 | 0.00% | 0 | -31,458 | -100.0% | -$213.75万 | 清仓 |
| HD | HOME DEPOT INC | $0 | 0.00% | 0 | -6,404 | -100.0% | -$210.64万 | 清仓 |
| ADBE | ADOBE INC | $0 | 0.00% | 0 | -8,569 | -100.0% | -$208.30万 | 清仓 |
| DIA | STATE STR SPDR DOW JONES IND | $0 | 0.00% | 0 | -4,463 | -100.0% | -$207.17万 | 清仓 |
| MMM | 3M CO | $0 | 0.00% | 0 | -14,151 | -100.0% | -$205.52万 | 清仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $0 | 0.00% | 0 | -92,734 | -100.0% | -$202.84万 | 清仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $0 | 0.00% | 0 | -1,599 | -100.0% | -$201.67万 | 清仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | -13,667 | -100.0% | -$199.92万 | 清仓 |
| S | SENTINELONE INC | $0 | 0.00% | 0 | -153,071 | -100.0% | -$197.16万 | 清仓 |
| WM | WASTE MGMT INC DEL | $0 | 0.00% | 0 | -8,552 | -100.0% | -$196.54万 | 清仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $0 | 0.00% | 0 | -6,458 | -100.0% | -$196.37万 | 清仓 |
| LINE | LINEAGE INC | $0 | 0.00% | 0 | -58,954 | -100.0% | -$196.30万 | 清仓 |
| OTIS | OTIS WORLDWIDE CORP | $0 | 0.00% | 0 | -25,086 | -100.0% | -$193.37万 | 清仓 |
| EEM | ISHARES TR | $0 | 0.00% | 0 | -33,605 | -100.0% | -$190.85万 | 清仓 |
| FLJP | FRANKLIN TEMPLETON ETF TR | $0 | 0.00% | 0 | -52,560 | -100.0% | -$190.16万 | 清仓 |
| LMT | LOCKHEED MARTIN CORP | $0 | 0.00% | 0 | -3,107 | -100.0% | -$187.84万 | 清仓 |
| XLI | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -11,590 | -100.0% | -$187.45万 | 清仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $0 | 0.00% | 0 | -9,089 | -100.0% | -$185.24万 | 清仓 |
| BND | VANGUARD BD INDEX FDS | $0 | 0.00% | 0 | -24,662 | -100.0% | -$181.62万 | 清仓 |
| VAC | MARRIOTT VACATIONS WORLDWIDE | $0 | 0.00% | 0 | -27,806 | -100.0% | -$181.07万 | 清仓 |
| BLK | BLACKROCK INC | $0 | 0.00% | 0 | -1,881 | -100.0% | -$180.96万 | 清仓 |
| ITA | ISHARES TR | $0 | 0.00% | 0 | -8,270 | -100.0% | -$180.91万 | 清仓 |
| ABT | ABBOTT LABORATORIES | $0 | 0.00% | 0 | -17,449 | -100.0% | -$179.15万 | 清仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -30,530 | -100.0% | -$178.72万 | 清仓 |
| C | CITIGROUP INC | $0 | 0.00% | 0 | -15,739 | -100.0% | -$178.50万 | 清仓 |
| NOW | SERVICENOW INC | $0 | 0.00% | 0 | -17,056 | -100.0% | -$178.32万 | 清仓 |
| GDXJ | VANECK ETF TRUST | $0 | 0.00% | 0 | -14,756 | -100.0% | -$177.14万 | 清仓 |
| AVEM | AMERICAN CENTY ETF TR | $0 | 0.00% | 0 | -21,981 | -100.0% | -$177.12万 | 清仓 |
| SCHX | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -68,839 | -100.0% | -$176.50万 | 清仓 |
| WDC | WESTERN DIGITAL CORP | $0 | 0.00% | 0 | -6,500 | -100.0% | -$175.82万 | 清仓 |
| — | NUVEEN CALIF AMT FREE MUNI I | $0 | 0.00% | 0 | -143,219 | -100.0% | -$171.52万 | 清仓 |
| XLV | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -11,668 | -100.0% | -$171.08万 | 清仓 |
| GM | GENERAL MTRS CO | $0 | 0.00% | 0 | -22,743 | -100.0% | -$169.44万 | 清仓 |
| CB | CHUBB LTD SWITZ | $0 | 0.00% | 0 | -5,111 | -100.0% | -$167.05万 | 清仓 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -8,873 | -100.0% | -$165.65万 | 清仓 |