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 |
|---|---|---|---|---|---|---|---|---|
| TPR | TAPESTRY INC | $58.87万 | 0.01% | 4,172 | 473 | 12.8% | $6.67万 | 加仓 |
| FXH | FIRST TR EXCHANGE-TRADED FD | $59.03万 | 0.01% | 5,378 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP | $59.07万 | 0.01% | 2,115 | -74 | -3.4% | -$2.07万 | 减仓 |
| AON | AON PLC | $59.26万 | 0.01% | 1,835 | 1,835 | — | $59.26万 | 新建仓 |
| FDVV | FIDELITY COVINGTON TRUST | $59.81万 | 0.01% | 10,827 | 3,500 | 47.8% | $19.33万 | 加仓 |
| EXPE | EXPEDIA GROUP INC | $59.88万 | 0.01% | 2,593 | -585 | -18.4% | -$13.51万 | 减仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $60.02万 | 0.01% | 5,226 | -1 | -0.0% | -$115 | 减仓 |
| EQIX | EQUINIX INC | $60.49万 | 0.01% | 617 | 215 | 53.5% | $21.08万 | 加仓 |
| — | INVESCO CALIF VALUE MUN INCO | $60.72万 | 0.01% | 58,162 | -1,958 | -3.3% | -$2.04万 | 减仓 |
| IDV | ISHARES TR | $60.97万 | 0.01% | 14,326 | 3,095 | 27.6% | $13.17万 | 加仓 |
| VFH | VANGUARD WORLD FD | $61.84万 | 0.01% | 5,119 | 0 | 0.0% | — | 不变 |
| PLD | PROLOGIS INC. | $62.23万 | 0.01% | 4,708 | 739 | 18.6% | $9.77万 | 加仓 |
| KKR | KKR & CO INC | $62.90万 | 0.01% | 6,799 | 3,773 | 124.7% | $34.90万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $63.12万 | 0.01% | 21,707 | 0 | 0.0% | — | 不变 |
| — | KALVISTA PHARMACEUTICALS INC | $63.49万 | 0.01% | 31,542 | -299 | -0.9% | -$6,019 | 减仓 |
| QUAL | ISHARES TR | $63.63万 | 0.01% | 3,317 | -307 | -8.5% | -$5.89万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $63.68万 | 0.01% | 8,952 | 0 | 0.0% | — | 不变 |
| CFG | CITIZENS FINL GROUP INC | $63.74万 | 0.01% | 10,629 | 700 | 7.1% | $4.20万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $63.89万 | 0.01% | 6,780 | 0 | 0.0% | — | 不变 |
| ORLY | OREILLY AUTOMOTIVE INC | $64.15万 | 0.01% | 6,949 | -2,466 | -26.2% | -$22.76万 | 减仓 |
| DG | DOLLAR GEN CORP | $65.27万 | 0.01% | 5,497 | 527 | 10.6% | $6.26万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $66.00万 | 0.01% | 737 | 170 | 30.0% | $15.22万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $66.04万 | 0.01% | 19,694 | 9,411 | 91.5% | $31.56万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $66.31万 | 0.01% | 1,485 | 131 | 9.7% | $5.85万 | 加仓 |
| IEMG | ISHARES INC | $66.90万 | 0.01% | 9,591 | -2,149 | -18.3% | -$14.99万 | 减仓 |
| EME | EMCOR GROUP INC | $67.11万 | 0.01% | 909 | 475 | 109.4% | $35.07万 | 加仓 |
| SGOL | ETFS GOLD TR | $67.20万 | 0.01% | 15,061 | 15,061 | — | $67.20万 | 新建仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $67.34万 | 0.01% | 19,000 | 0 | 0.0% | — | 不变 |
| NET | CLOUDFLARE INC | $67.62万 | 0.01% | 3,277 | 409 | 14.3% | $8.44万 | 加仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $68.63万 | 0.01% | 14,440 | 0 | 0.0% | — | 不变 |
| VCR | VANGUARD WORLD FD | $68.72万 | 0.01% | 1,914 | 0 | 0.0% | — | 不变 |
| GSIE | GOLDMAN SACHS ETF TR | $68.74万 | 0.01% | 15,938 | 0 | 0.0% | — | 不变 |
| AMP | AMERIPRISE FINL INC | $69.14万 | 0.01% | 1,555 | 485 | 45.3% | $21.57万 | 加仓 |
| TXT | TEXTRON INC | $69.34万 | 0.01% | 7,917 | 446 | 6.0% | $3.91万 | 加仓 |
| TFC | TRUIST FINL CORP | $69.56万 | 0.01% | 15,132 | 8,266 | 120.4% | $38.00万 | 加仓 |
| IAUM | ISHARES GOLD TR | $69.62万 | 0.01% | 14,909 | 6,451 | 76.3% | $30.13万 | 加仓 |
| TUA | SIMPLIFY EXCHANGE TRADED FUN | $69.73万 | 0.01% | 33,045 | 33,045 | — | $69.73万 | 新建仓 |
| VTEB | VANGUARD MUN BD FDS | $70.88万 | 0.01% | 14,208 | 14,208 | — | $70.88万 | 新建仓 |
| RSPF | INVESCO EXCHANGE TRADED FD T | $71.60万 | 0.01% | 10,029 | 0 | 0.0% | — | 不变 |
| CI | THE CIGNA GROUP | $71.73万 | 0.01% | 2,688 | 907 | 50.9% | $24.20万 | 加仓 |
| CNC | CENTENE CORP DEL | $71.79万 | 0.01% | 21,926 | -292 | -1.3% | -$9,560 | 减仓 |
| USB | US BANCORP | $72.00万 | 0.01% | 13,692 | 3,218 | 30.7% | $16.92万 | 加仓 |
| JBHT | HUNT J B TRANS SVCS INC | $72.29万 | 0.01% | 3,411 | 994 | 41.1% | $21.07万 | 加仓 |
| ACWX | ISHARES TR | $72.63万 | 0.01% | 10,607 | 0 | 0.0% | — | 不变 |
| AZN | ASTRAZENECA PLC | $72.73万 | 0.01% | 3,687 | 3,687 | — | $72.73万 | 新建仓 |
| MSI | MOTOROLA SOLUTIONS INC | $72.86万 | 0.01% | 1,674 | 710 | 73.7% | $30.90万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $72.99万 | 0.01% | 1,483 | -142 | -8.7% | -$6.99万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $73.06万 | 0.01% | 4,004 | 490 | 13.9% | $8.94万 | 加仓 |
| TSLX | SIXTH STREET SPECIALTY LENDI | $73.26万 | 0.01% | 39,858 | -1 | -0.0% | -$18 | 减仓 |
| THM | INTERNATIONAL TOWER HILL MIN | $73.31万 | 0.01% | 318,750 | 0 | 0.0% | — | 不变 |
| AFL | AFLAC INC | $73.86万 | 0.01% | 6,731 | -2,882 | -30.0% | -$31.62万 | 减仓 |
| HOOD | ROBINHOOD MKTS INC | $74.01万 | 0.01% | 10,680 | -3,301 | -23.6% | -$22.88万 | 减仓 |
| IJK | ISHARES TR | $74.50万 | 0.01% | 7,403 | -59 | -0.8% | -$5,937 | 减仓 |
| KLAC | KLA CORP | $74.97万 | 0.01% | 509 | 46 | 9.9% | $6.78万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $75.20万 | 0.01% | 12,041 | 0 | 0.0% | — | 不变 |
| AMJB | JPMORGAN CHASE FINL CO LLC | $75.51万 | 0.01% | 21,841 | 104 | 0.5% | $3,595 | 加仓 |
| TMUS | T-MOBILE US INC | $75.78万 | 0.01% | 3,608 | 1,639 | 83.2% | $34.42万 | 加仓 |
| IVOO | VANGUARD ADMIRAL FDS INC | $78.33万 | 0.01% | 6,851 | -1 | -0.0% | -$114 | 减仓 |
| FDS | FACTSET RESH SYS INC | $79.10万 | 0.01% | 3,645 | -3,028 | -45.4% | -$65.71万 | 减仓 |
| IJJ | ISHARES TR | $79.68万 | 0.01% | 6,013 | -78 | -1.3% | -$1.03万 | 减仓 |
| INCY | INCYTE CORP | $80.03万 | 0.01% | 8,503 | -455 | -5.1% | -$4.28万 | 减仓 |
| TXN | TEXAS INSTRS INC | $80.31万 | 0.01% | 4,136 | 1,167 | 39.3% | $22.66万 | 加仓 |
| IWN | ISHARES TR | $80.83万 | 0.01% | 4,263 | 23 | 0.5% | $4,361 | 加仓 |
| VEEV | VEEVA SYS INC | $82.16万 | 0.01% | 4,677 | 417 | 9.8% | $7.33万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $82.21万 | 0.01% | 7,394 | 4,330 | 141.3% | $48.14万 | 加仓 |
| BITB | BITWISE BITCOIN ETF TR | $82.33万 | 0.01% | 22,365 | -220 | -1.0% | -$8,098 | 减仓 |
| CMI | CUMMINS INC | $82.43万 | 0.01% | 1,532 | 351 | 29.7% | $18.89万 | 加仓 |
| WFC | WELLS FARGO & CO | $82.51万 | 0.01% | 10,363 | -196 | -1.9% | -$1.56万 | 减仓 |
| SYK | STRYKER CORPORATION | $83.65万 | 0.02% | 2,538 | -2,829 | -52.7% | -$93.24万 | 减仓 |
| FTAI | FTAI AVIATION LTD | $83.99万 | 0.02% | 3,428 | -243 | -6.6% | -$5.95万 | 减仓 |
| SBUX | STARBUCKS CORP | $84.12万 | 0.02% | 9,389 | -1,503 | -13.8% | -$13.47万 | 减仓 |
| REXR | REXFORD INDL RLTY INC | $85.04万 | 0.02% | 25,633 | 540 | 2.2% | $1.79万 | 加仓 |
| ETN | EATON CORP PLC | $85.50万 | 0.02% | 2,390 | 729 | 43.9% | $26.08万 | 加仓 |
| IBB | ISHARES TR | $85.88万 | 0.02% | 5,086 | 462 | 10.0% | $7.80万 | 加仓 |
| DE | DEERE & CO | $86.41万 | 0.02% | 1,529 | 699 | 84.2% | $39.50万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $86.61万 | 0.02% | 2,969 | 501 | 20.3% | $14.61万 | 加仓 |
| HDV | ISHARES TR | $87.27万 | 0.02% | 6,430 | 0 | 0.0% | — | 不变 |
| DFUS | DIMENSIONAL ETF TRUST | $87.38万 | 0.02% | 12,322 | 0 | 0.0% | — | 不变 |
| XOP | SPDR SERIES TRUST | $87.44万 | 0.02% | 4,808 | 4,808 | — | $87.44万 | 新建仓 |
| IWS | ISHARES TR | $87.46万 | 0.02% | 6,001 | 31 | 0.5% | $4,518 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $87.80万 | 0.02% | 18,118 | 0 | 0.0% | — | 不变 |
| ABNB | AIRBNB INC | $88.47万 | 0.02% | 7,006 | 1,663 | 31.1% | $21.00万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $88.86万 | 0.02% | 1,150 | 340 | 42.0% | $26.27万 | 加仓 |
| PCOR | PROCORE TECHNOLOGIES INC | $88.99万 | 0.02% | 15,613 | 3,076 | 24.5% | $17.53万 | 加仓 |
| IJS | ISHARES TR | $90.05万 | 0.02% | 7,602 | -12 | -0.2% | -$1,422 | 减仓 |
| PFE | PFIZER INC | $92.82万 | 0.02% | 33,056 | 4,163 | 14.4% | $11.69万 | 加仓 |
| EEMA | ISHARES INC | $93.70万 | 0.02% | 9,787 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $94.17万 | 0.02% | 13,092 | 2,104 | 19.1% | $15.13万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $94.68万 | 0.02% | 5,458 | 2,943 | 117.0% | $51.05万 | 加仓 |
| IWV | ISHARES TR | $95.52万 | 0.02% | 2,577 | 0 | 0.0% | — | 不变 |
| SDY | SPDR SERIES TRUST | $96.01万 | 0.02% | 6,579 | 0 | 0.0% | — | 不变 |
| ZM | ZOOM COMMUNICATIONS INC | $96.15万 | 0.02% | 11,960 | -1,091 | -8.4% | -$8.77万 | 减仓 |
| MPC | MARATHON PETE CORP | $96.16万 | 0.02% | 3,937 | 1,478 | 60.1% | $36.10万 | 加仓 |
| APH | AMPHENOL CORP | $97.05万 | 0.02% | 7,666 | 284 | 3.8% | $3.60万 | 加仓 |
| TER | TERADYNE INC | $97.53万 | 0.02% | 3,289 | 1,647 | 100.3% | $48.84万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $97.56万 | 0.02% | 16,598 | 2,215 | 15.4% | $13.02万 | 加仓 |
| ANET | ARISTA NETWORKS INC 看跌期权 | $98.22万 | 0.02% | 8,000 | 0 | 0.0% | — | 不变 |
| IQLT | ISHARES TR | $99.37万 | 0.02% | 21,494 | -664 | -3.0% | -$3.07万 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $100.76万 | 0.02% | 16,058 | 4,034 | 33.5% | $25.31万 | 加仓 |
| DAL | DELTA AIR LINES INC | $101.46万 | 0.02% | 15,261 | 1,507 | 11.0% | $10.02万 | 加仓 |