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 |
|---|---|---|---|---|---|---|---|---|
| NBH | NEUBERGER MUN FD INC | $37.75万 | 0.01% | 36,997 | 0 | 0.0% | — | 不变 |
| EWJ | ISHARES INC | $37.80万 | 0.01% | 4,477 | 0 | 0.0% | — | 不变 |
| RBLX | ROBLOX CORP | $37.82万 | 0.01% | 6,686 | -3,921 | -37.0% | -$22.18万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $37.93万 | 0.01% | 1,846 | -4,869 | -72.5% | -$100.06万 | 减仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $38.21万 | 0.01% | 7,229 | 0 | 0.0% | — | 不变 |
| ES | EVERSOURCE ENERGY | $38.38万 | 0.01% | 5,539 | 1,378 | 33.1% | $9.55万 | 加仓 |
| XPCQX | PIMCO CALIF MUN INCOME FD | $39.19万 | 0.01% | 45,484 | -600 | -1.3% | -$5,170 | 减仓 |
| MUB | ISHARES TR | $39.43万 | 0.01% | 3,715 | -750 | -16.8% | -$7.96万 | 减仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $39.54万 | 0.01% | 2,002 | 760 | 61.2% | $15.01万 | 加仓 |
| EVRG | EVERGY INC | $39.60万 | 0.01% | 4,834 | -1,275 | -20.9% | -$10.45万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $39.76万 | 0.01% | 1,151 | -302 | -20.8% | -$10.43万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $39.76万 | 0.01% | 954 | -33 | -3.3% | -$1.38万 | 减仓 |
| WAB | WABTEC | $39.78万 | 0.01% | 1,591 | 180 | 12.8% | $4.50万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $40.55万 | 0.01% | 2,909 | -1,111 | -27.6% | -$15.49万 | 减仓 |
| AA | ALCOA CORP | $40.74万 | 0.01% | 6,141 | 1,753 | 39.9% | $11.63万 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $40.83万 | 0.01% | 1,446 | 1,446 | — | $40.83万 | 新建仓 |
| REAL | THE REALREAL INC | $40.93万 | 0.01% | 45,072 | 1,219 | 2.8% | $1.11万 | 加仓 |
| CTAS | CINTAS CORP | $40.97万 | 0.01% | 2,422 | 874 | 56.5% | $14.78万 | 重新持有 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $41.35万 | 0.01% | 12,917 | -1,741 | -11.9% | -$5.57万 | 减仓 |
| FIS | FIDELITY NATL INFORMATION SV | $41.43万 | 0.01% | 8,831 | 3,144 | 55.3% | $14.75万 | 加仓 |
| UAL | UNITED AIRLS HLDGS INC | $41.43万 | 0.01% | 4,500 | 1,477 | 48.9% | $13.60万 | 加仓 |
| SF | STIFEL FINL CORP | $41.68万 | 0.01% | 5,638 | 2,437 | 76.1% | $18.01万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $41.78万 | 0.01% | 5,095 | 808 | 18.8% | $6.63万 | 加仓 |
| CW | CURTISS WRIGHT CORP | $41.91万 | 0.01% | 615 | 199 | 47.8% | $13.56万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $41.92万 | 0.01% | 1,819 | 63 | 3.6% | $1.45万 | 加仓 |
| ITT | ITT INC | $42.08万 | 0.01% | 2,205 | 2,205 | — | $42.08万 | 新建仓 |
| EWZ | ISHARES INC | $42.09万 | 0.01% | 10,964 | 10,964 | — | $42.09万 | 新建仓 |
| BWA | BORGWARNER INC | $42.17万 | 0.01% | 7,772 | -246 | -3.1% | -$1.33万 | 减仓 |
| IVZ | INVESCO LTD | $42.21万 | 0.01% | 17,377 | -283 | -1.6% | -$6,874 | 减仓 |
| DFEM | DIMENSIONAL ETF TRUST | $42.54万 | 0.01% | 12,312 | 3,505 | 39.8% | $12.11万 | 加仓 |
| RING | ISHARES INC | $42.85万 | 0.01% | 5,425 | -1 | -0.0% | -$79 | 减仓 |
| FIVE | FIVE BELOW INC | $42.86万 | 0.01% | 1,876 | 1,876 | — | $42.86万 | 新建仓 |
| A | AGILENT TECHNOLOGIES INC | $43.11万 | 0.01% | 3,773 | 1,558 | 70.3% | $17.80万 | 加仓 |
| FOX | FOX CORP | $43.18万 | 0.01% | 8,131 | 73 | 0.9% | $3,876 | 加仓 |
| SILJ | AMPLIFY ETF TR | $43.33万 | 0.01% | 14,578 | -1 | -0.0% | -$30 | 减仓 |
| MKTX | MARKETAXESS HLDGS INC | $43.37万 | 0.01% | 2,628 | 282 | 12.0% | $4.65万 | 加仓 |
| MO | ALTRIA GROUP INC | $43.38万 | 0.01% | 6,411 | -2,196 | -25.5% | -$14.86万 | 减仓 |
| DRI | DARDEN RESTAURANTS INC | $43.49万 | 0.01% | 2,218 | 208 | 10.3% | $4.08万 | 加仓 |
| LITE | LUMENTUM HLDGS INC | $43.64万 | 0.01% | 621 | 621 | — | $43.64万 | 新建仓 |
| IWO | ISHARES TR | $44.34万 | 0.01% | 1,413 | 72 | 5.4% | $2.26万 | 加仓 |
| ALL | ALLSTATE CORP | $44.65万 | 0.01% | 2,140 | -168 | -7.3% | -$3.51万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $44.93万 | 0.01% | 17,901 | 7 | 0.0% | $176 | 加仓 |
| BURL | BURLINGTON STORES INC | $45.00万 | 0.01% | 1,383 | 1,383 | — | $45.00万 | 新建仓 |
| AEP | AMERICAN ELEC PWR CO INC | $45.08万 | 0.01% | 3,439 | 573 | 20.0% | $7.51万 | 加仓 |
| VAW | VANGUARD WORLD FD | $45.29万 | 0.01% | 2,010 | 0 | 0.0% | — | 不变 |
| HAL | HALLIBURTON CO | $45.38万 | 0.01% | 11,637 | 702 | 6.4% | $2.74万 | 加仓 |
| SGOV | ISHARES TR | $45.40万 | 0.01% | 4,510 | 4,510 | — | $45.40万 | 新建仓 |
| VTR | VENTAS INC | $45.59万 | 0.01% | 5,537 | 632 | 12.9% | $5.20万 | 加仓 |
| NDAQ | NASDAQ INC | $45.70万 | 0.01% | 5,383 | 405 | 8.1% | $3.44万 | 加仓 |
| DXCM | DEXCOM INC | $45.87万 | 0.01% | 7,304 | -97 | -1.3% | -$6,092 | 减仓 |
| MEDP | MEDPACE HLDGS INC | $46.10万 | 0.01% | 960 | 64 | 7.1% | $3.07万 | 加仓 |
| EVR | EVERCORE INC | $46.36万 | 0.01% | 1,553 | 504 | 48.0% | $15.04万 | 加仓 |
| AR | ANTERO RESOURCES CORP | $46.65万 | 0.01% | 10,991 | -6,367 | -36.7% | -$27.02万 | 减仓 |
| DVN | DEVON ENERGY CORP NEW | $46.87万 | 0.01% | 9,313 | -2,054 | -18.1% | -$10.34万 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORP | $47.03万 | 0.01% | 5,873 | -118 | -2.0% | -$9,449 | 减仓 |
| SPMD | SPDR SERIES TRUST | $47.14万 | 0.01% | 7,960 | 4 | 0.1% | $237 | 加仓 |
| EDV | VANGUARD WORLD FD | $47.64万 | 0.01% | 7,335 | 913 | 14.2% | $5.93万 | 加仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $47.81万 | 0.01% | 3,629 | 1,429 | 65.0% | $18.83万 | 加仓 |
| WELL | WELLTOWER INC | $47.91万 | 0.01% | 2,423 | -114 | -4.5% | -$2.25万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $47.98万 | 0.01% | 2,923 | 203 | 7.5% | $3.33万 | 加仓 |
| ECL | ECOLAB INC | $48.16万 | 0.01% | 1,805 | 118 | 7.0% | $3.15万 | 加仓 |
| OIH | VANECK ETF TRUST | $48.19万 | 0.01% | 1,192 | 1,192 | — | $48.19万 | 新建仓 |
| NOC | NORTHROP GRUMMAN CORP | $48.39万 | 0.01% | 709 | -120 | -14.5% | -$8.19万 | 减仓 |
| EOG | EOG RES INC | $48.61万 | 0.01% | 3,362 | 3,362 | — | $48.61万 | 新建仓 |
| PYPL | PAYPAL HLDGS INC | $48.76万 | 0.01% | 10,780 | -1,319 | -10.9% | -$5.97万 | 减仓 |
| BAR | GRANITESHARES GOLD TR | $48.95万 | 0.01% | 10,612 | 0 | 0.0% | — | 不变 |
| COPX | GLOBAL X FDS | $49.13万 | 0.01% | 6,434 | 6,434 | — | $49.13万 | 新建仓 |
| ROST | ROSS STORES INC | $49.28万 | 0.01% | 2,274 | -11,322 | -83.3% | -$245.35万 | 减仓 |
| GBDC | GOLUB CAP BDC INC | $49.33万 | 0.01% | 38,964 | 13,011 | 50.1% | $16.47万 | 加仓 |
| OWL | BLUE OWL CAPITAL INC | $49.51万 | 0.01% | 54,224 | 54,224 | — | $49.51万 | 新建仓 |
| OXY | OCCIDENTAL PETE CORP | $49.78万 | 0.01% | 7,630 | 7,630 | — | $49.78万 | 新建仓 |
| CBRE | CBRE GROUP INC | $50.03万 | 0.01% | 3,693 | 70 | 1.9% | $9,482 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $50.15万 | 0.01% | 5,062 | -508 | -9.1% | -$5.03万 | 减仓 |
| BUSE | FIRST BUSEY CORP | $50.15万 | 0.01% | 19,844 | -526 | -2.6% | -$1.33万 | 减仓 |
| VDC | VANGUARD WORLD FD | $50.53万 | 0.01% | 2,250 | 0 | 0.0% | — | 不变 |
| TTC | TORO CO | $50.59万 | 0.01% | 5,391 | 1,531 | 39.7% | $14.37万 | 加仓 |
| DHI | D R HORTON INC | $51.01万 | 0.01% | 3,717 | -263 | -6.6% | -$3.61万 | 减仓 |
| TXRH | TEXAS ROADHOUSE INC | $51.26万 | 0.01% | 3,103 | 990 | 46.9% | $16.35万 | 加仓 |
| NYT | NEW YORK TIMES CO MTN BE | $52.17万 | 0.01% | 6,231 | 2,243 | 56.2% | $18.78万 | 加仓 |
| BNY | BANK NEW YORK MELLON CORP | $52.26万 | 0.01% | 4,405 | -185 | -4.0% | -$2.19万 | 减仓 |
| RSG | REPUBLIC SVCS INC | $52.42万 | 0.01% | 2,393 | 1,487 | 164.1% | $32.57万 | 重新持有 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $52.50万 | 0.01% | 3,338 | 353 | 11.8% | $5.55万 | 加仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $52.89万 | 0.01% | 3,628 | 574 | 18.8% | $8.37万 | 加仓 |
| COR | CENCORA INC | $53.81万 | 0.01% | 1,712 | -174 | -9.2% | -$5.47万 | 减仓 |
| ILMN | ILLUMINA INC | $54.27万 | 0.01% | 4,403 | 138 | 3.2% | $1.70万 | 加仓 |
| DOW | DOW HLDGS INC | $54.73万 | 0.01% | 13,141 | 13,141 | — | $54.73万 | 新建仓 |
| PGR | PROGRESSIVE CORP | $54.99万 | 0.01% | 2,774 | 634 | 29.6% | $12.57万 | 加仓 |
| NVS | NOVARTIS AG | $55.06万 | 0.01% | 3,604 | -181 | -4.8% | -$2.76万 | 减仓 |
| HCA | HCA HEALTHCARE INC | $55.18万 | 0.01% | 1,166 | 209 | 21.8% | $9.89万 | 加仓 |
| FEMB | FIRST TR EXCH TRADED FD III | $56.04万 | 0.01% | 19,500 | 4,300 | 28.3% | $12.36万 | 加仓 |
| TGT | TARGET CORP | $56.42万 | 0.01% | 4,655 | -308 | -6.2% | -$3.73万 | 减仓 |
| IJT | ISHARES TR | $56.68万 | 0.01% | 3,916 | -11 | -0.3% | -$1,592 | 减仓 |
| WAL | WESTERN ALLIANCE BANCORP | $56.95万 | 0.01% | 8,038 | 716 | 9.8% | $5.07万 | 加仓 |
| DINO | HF SINCLAIR CORP | $57.25万 | 0.01% | 9,175 | 911 | 11.0% | $5.68万 | 加仓 |
| GVIP | GOLDMAN SACHS ETF TR | $57.64万 | 0.01% | 3,955 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INC | $57.97万 | 0.01% | 5,892 | -21 | -0.4% | -$2,066 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $58.05万 | 0.01% | 2,022 | -185 | -8.4% | -$5.31万 | 减仓 |
| DSL | DOUBLELINE INCOME SOLUTIONS | $58.18万 | 0.01% | 53,724 | -3,000 | -5.3% | -$3.25万 | 减仓 |
| TMC | TMC THE METALS COMPANY INC | $58.41万 | 0.01% | 125,075 | -3,644 | -2.8% | -$1.70万 | 减仓 |
| CTVA | CORTEVA INC | $58.59万 | 0.01% | 6,999 | 526 | 8.1% | $4.40万 | 加仓 |