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 |
|---|---|---|---|---|---|---|---|---|
| GWX | SPDR INDEX SHS FDS | $26.68万 | 0.00% | 6,318 | 0 | 0.0% | — | 不变 |
| BHP | BHP BILLITON LIMITED | $26.98万 | 0.00% | 3,708 | 3,708 | — | $26.98万 | 新建仓 |
| MDB | MONGODB INC | $27.10万 | 0.00% | 1,107 | 559 | 102.0% | $13.68万 | 加仓 |
| MIDD | MIDDLEBY CORP | $27.14万 | 0.00% | 2,047 | 108 | 5.6% | $1.43万 | 加仓 |
| NTRS | NORTHERN TR CORP | $27.15万 | 0.00% | 1,936 | 1,936 | — | $27.15万 | 新建仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $27.16万 | 0.00% | 689 | 689 | — | $27.16万 | 新建仓 |
| FIDU | FIDELITY COVINGTON TRUST | $27.33万 | 0.00% | 3,159 | 0 | 0.0% | — | 不变 |
| ED | CONSOLIDATED EDISON INC | $27.35万 | 0.00% | 2,416 | 2,416 | — | $27.35万 | 新建仓 |
| ORI | OLD REP INTL CORP | $27.47万 | 0.00% | 6,883 | -2,618 | -27.6% | -$10.45万 | 减仓 |
| THC | TENET HEALTHCARE CORP | $27.57万 | 0.00% | 1,461 | 107 | 7.9% | $2.02万 | 加仓 |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $27.62万 | 0.00% | 4,890 | -203 | -4.0% | -$1.15万 | 重新持有 |
| CVS | CVS HEALTH CORP | $27.74万 | 0.00% | 3,862 | -1,705 | -30.6% | -$12.25万 | 减仓 |
| LULU | LULULEMON ATHLETICA INC | $27.76万 | 0.00% | 1,813 | 1,813 | — | $27.76万 | 新建仓 |
| VST | VISTRA CORP | $27.77万 | 0.00% | 1,847 | -948 | -33.9% | -$14.25万 | 重新持有 |
| ALSN | ALLISON TRANSMISSION HLDGS I | $27.97万 | 0.01% | 2,389 | -152 | -6.0% | -$1.78万 | 减仓 |
| HAS | HASBRO INC | $27.98万 | 0.01% | 2,989 | -185 | -5.8% | -$1.73万 | 减仓 |
| OSK | OSHKOSH CORP | $28.01万 | 0.01% | 1,902 | -164 | -7.9% | -$2.41万 | 减仓 |
| RKLB | ROCKET LAB CORP | $28.22万 | 0.01% | 4,395 | -1,273 | -22.5% | -$8.18万 | 减仓 |
| SO | SOUTHERN CO | $28.28万 | 0.01% | 2,929 | 2,929 | — | $28.28万 | 新建仓 |
| — | MFS INTER INCOME TR | $28.36万 | 0.01% | 113,000 | 0 | 0.0% | — | 不变 |
| IWX | ISHARES TR | $28.56万 | 0.01% | 3,082 | 10 | 0.3% | $927 | 加仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $28.58万 | 0.01% | 13,195 | 471 | 3.7% | $1.02万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $28.71万 | 0.01% | 6,289 | -8,108 | -56.3% | -$37.01万 | 减仓 |
| ZTS | ZOETIS INC | $28.88万 | 0.01% | 2,442 | 371 | 17.9% | $4.39万 | 加仓 |
| DLY | DOUBLELINE YIELD OPPORTUNITI | $29.09万 | 0.01% | 20,900 | -2,100 | -9.1% | -$2.92万 | 减仓 |
| FIGS | FIGS INC | $29.11万 | 0.01% | 19,706 | 189 | 1.0% | $2,792 | 加仓 |
| NTNX | NUTANIX INC | $29.15万 | 0.01% | 7,669 | 2,841 | 58.8% | $10.80万 | 重新持有 |
| TOL | TOLL BROTHERS INC | $29.29万 | 0.01% | 2,146 | -468 | -17.9% | -$6.39万 | 减仓 |
| LECO | LINCOLN ELEC HLDGS INC | $29.44万 | 0.01% | 1,178 | 183 | 18.4% | $4.57万 | 加仓 |
| INGR | INGREDION INC | $29.45万 | 0.01% | 2,614 | 357 | 15.8% | $4.02万 | 加仓 |
| BE | BLOOM ENERGY CORP | $29.59万 | 0.01% | 2,184 | 2,184 | — | $29.59万 | 新建仓 |
| VIK | VIKING HOLDINGS LTD | $29.85万 | 0.01% | 4,063 | 4,063 | — | $29.85万 | 新建仓 |
| APA | APA CORPORATION | $29.98万 | 0.01% | 7,065 | 7,065 | — | $29.98万 | 新建仓 |
| ALB | ALBEMARLE CORP | $30.13万 | 0.01% | 1,674 | 1,674 | — | $30.13万 | 新建仓 |
| MTCH | MATCH GROUP INC NEW | $30.19万 | 0.01% | 9,831 | 3,283 | 50.1% | $10.08万 | 加仓 |
| TTE | TOTALENERGIES SE | $30.36万 | 0.01% | 3,330 | 3,330 | — | $30.36万 | 新建仓 |
| UBS | UBS GROUP AG | $30.50万 | 0.01% | 7,806 | 943 | 13.7% | $3.68万 | 加仓 |
| IXJ | ISHARES TR | $30.50万 | 0.01% | 3,261 | 0 | 0.0% | — | 不变 |
| APD | AIR PRODUCTS AND CHEMICALS I | $30.57万 | 0.01% | 1,052 | 1,052 | — | $30.57万 | 新建仓 |
| DECK | DECKERS OUTDOOR CORP | $30.89万 | 0.01% | 3,086 | 3,086 | — | $30.89万 | 新建仓 |
| EXE | EXPAND ENERGY CORPORATION | $30.91万 | 0.01% | 2,815 | 2,815 | — | $30.91万 | 新建仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $30.97万 | 0.01% | 788 | -308 | -28.1% | -$12.11万 | 减仓 |
| GIS | GENERAL MILLS INC | $30.98万 | 0.01% | 8,324 | 8,324 | — | $30.98万 | 新建仓 |
| MLI | MUELLER INDS INC | $31.04万 | 0.01% | 2,801 | 555 | 24.7% | $6.15万 | 加仓 |
| LNG | CHENIERE ENERGY INC | $31.04万 | 0.01% | 1,093 | 49 | 4.7% | $1.39万 | 重新持有 |
| — | JANUS HENDERSON GROUP PLC | $31.06万 | 0.01% | 6,046 | 375 | 6.6% | $1.93万 | 加仓 |
| RGA | REINSURANCE GROUP AMER INC | $31.09万 | 0.01% | 1,523 | 373 | 32.4% | $7.62万 | 加仓 |
| EZU | ISHARES INC | $31.18万 | 0.01% | 4,977 | 494 | 11.0% | $3.09万 | 加仓 |
| G | GENPACT LIMITED | $31.20万 | 0.01% | 8,376 | 3,196 | 61.7% | $11.91万 | 加仓 |
| B | BARRICK MNG CORP | $31.54万 | 0.01% | 7,731 | -168 | -2.1% | -$6,853 | 减仓 |
| SONY | SONY GROUP CORP | $31.58万 | 0.01% | 15,256 | 3,016 | 24.6% | $6.24万 | 加仓 |
| TRGP | TARGA RES CORP | $31.72万 | 0.01% | 1,265 | -428 | -25.3% | -$10.73万 | 减仓 |
| BIT | BLACKROCK MULTI SECTOR INC T | $31.92万 | 0.01% | 25,491 | -2,200 | -7.9% | -$2.75万 | 减仓 |
| VRSN | VERISIGN INC | $31.99万 | 0.01% | 1,288 | -262 | -16.9% | -$6.51万 | 减仓 |
| NVG | NUVEEN AMT FREE MUN CR INC F | $32.26万 | 0.01% | 26,000 | 0 | 0.0% | — | 不变 |
| PXH | INVESCO EXCH TRADED FD TR II | $32.35万 | 0.01% | 12,020 | 0 | 0.0% | — | 不变 |
| HII | HUNTINGTON INGALLS INDS INC | $32.48万 | 0.01% | 854 | 110 | 14.8% | $4.18万 | 加仓 |
| EBAY | EBAY INC. | $32.66万 | 0.01% | 3,588 | -614 | -14.6% | -$5.59万 | 减仓 |
| IWY | ISHARES TR | $32.83万 | 0.01% | 1,319 | -2 | -0.2% | -$498 | 减仓 |
| MOH | MOLINA HEALTHCARE INC | $33.14万 | 0.01% | 2,486 | 319 | 14.7% | $4.25万 | 重新持有 |
| HSBC | HSBC HLDGS PLC | $33.18万 | 0.01% | 3,921 | 144 | 3.8% | $1.22万 | 加仓 |
| OMC | OMNICOM GROUP INC | $33.21万 | 0.01% | 4,347 | 1,511 | 53.3% | $11.54万 | 加仓 |
| ULTA | ULTA BEAUTY INC | $33.24万 | 0.01% | 636 | 18 | 2.9% | $9,409 | 加仓 |
| NVO | NOVO-NORDISK A S | $33.53万 | 0.01% | 8,838 | -718 | -7.5% | -$2.72万 | 减仓 |
| BBY | BEST BUY INC | $34.06万 | 0.01% | 5,226 | -670 | -11.4% | -$4.37万 | 减仓 |
| DKNG | DRAFTKINGS INC NEW | $34.18万 | 0.01% | 15,808 | 5,945 | 60.3% | $12.85万 | 加仓 |
| GTLB | GITLAB INC | $34.20万 | 0.01% | 15,804 | 1,728 | 12.3% | $3.74万 | 加仓 |
| AME | AMETEK INC | $34.30万 | 0.01% | 1,600 | 111 | 7.5% | $2.38万 | 加仓 |
| DLTR | DOLLAR TREE INC | $34.30万 | 0.01% | 3,132 | 4 | 0.1% | $438 | 加仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $34.51万 | 0.01% | 582 | 39 | 7.2% | $2.31万 | 加仓 |
| FEZ | SPDR INDEX SHS FDS | $34.52万 | 0.01% | 5,561 | 0 | 0.0% | — | 不变 |
| ADSK | AUTODESK INC | $34.59万 | 0.01% | 1,445 | -470 | -24.5% | -$11.25万 | 减仓 |
| FNCL | FIDELITY COVINGTON TRUST | $34.62万 | 0.01% | 4,931 | 0 | 0.0% | — | 不变 |
| AXS | AXIS CAP HLDGS LTD | $34.67万 | 0.01% | 3,404 | 577 | 20.4% | $5.88万 | 加仓 |
| DDOG | DATADOG INC | $34.82万 | 0.01% | 2,950 | 148 | 5.3% | $1.75万 | 加仓 |
| DGX | QUEST DIAGNOSTICS INC | $34.84万 | 0.01% | 1,777 | -451 | -20.2% | -$8.84万 | 减仓 |
| RCL | ROYAL CARIBBEAN GROUP | $34.98万 | 0.01% | 1,263 | 1,263 | — | $34.98万 | 新建仓 |
| IT | GARTNER INC | $35.10万 | 0.01% | 2,217 | 881 | 65.9% | $13.95万 | 加仓 |
| FISV | FISERV INC | $35.42万 | 0.01% | 6,348 | 2,658 | 72.0% | $14.83万 | 重新持有 |
| SITE | SITEONE LANDSCAPE SUPPLY INC | $35.53万 | 0.01% | 2,669 | 2,669 | — | $35.53万 | 新建仓 |
| LVS | LAS VEGAS SANDS CORP | $35.60万 | 0.01% | 6,607 | 1,198 | 22.1% | $6.45万 | 加仓 |
| IQV | IQVIA HLDGS INC | $35.66万 | 0.01% | 2,091 | -143 | -6.4% | -$2.44万 | 减仓 |
| TSN | TYSON FOODS INC | $35.74万 | 0.01% | 5,578 | 2,096 | 60.2% | $13.43万 | 加仓 |
| TW | TRADEWEB MKTS INC | $35.86万 | 0.01% | 3,048 | 3,048 | — | $35.86万 | 新建仓 |
| CMCSA | COMCAST CORP NEW | $36.12万 | 0.01% | 12,579 | 4,402 | 53.8% | $12.64万 | 加仓 |
| KMX | CARMAX INC | $36.20万 | 0.01% | 8,706 | 8,706 | — | $36.20万 | 新建仓 |
| LEN | LENNAR CORP | $36.21万 | 0.01% | 4,170 | 1,802 | 76.1% | $15.65万 | 加仓 |
| RL | RALPH LAUREN CORP | $36.43万 | 0.01% | 1,056 | 162 | 18.1% | $5.59万 | 加仓 |
| ARCC | ARES CAPITAL CORP | $36.52万 | 0.01% | 20,266 | -5,177 | -20.3% | -$9.33万 | 减仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $36.57万 | 0.01% | 2,190 | -352 | -13.8% | -$5.88万 | 减仓 |
| XAR | SPDR SERIES TRUST | $36.83万 | 0.01% | 1,450 | 0 | 0.0% | — | 不变 |
| DGRO | ISHARES TR | $36.87万 | 0.01% | 5,253 | 23 | 0.4% | $1,614 | 加仓 |
| NTRA | NATERA INC | $37.12万 | 0.01% | 1,856 | 45 | 2.5% | $9,001 | 加仓 |
| MELI | MERCADOLIBRE INC | $37.17万 | 0.01% | 215 | 18 | 9.1% | $3.11万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $37.23万 | 0.01% | 2,843 | -461 | -14.0% | -$6.04万 | 减仓 |
| IYE | ISHARES TR | $37.32万 | 0.01% | 5,762 | 5,762 | — | $37.32万 | 新建仓 |
| CAH | CARDINAL HEALTH INC | $37.39万 | 0.01% | 1,769 | 177 | 11.1% | $3.74万 | 加仓 |
| INDY | ISHARES TR | $37.45万 | 0.01% | 8,865 | -1,500 | -14.5% | -$6.34万 | 减仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $37.45万 | 0.01% | 15,621 | 6,409 | 69.6% | $15.36万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $37.50万 | 0.01% | 9,908 | -1,866 | -15.8% | -$7.06万 | 减仓 |