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 |
|---|---|---|---|---|---|---|---|---|
| URA | GLOBAL X FDS | $105.80万 | 0.02% | 21,846 | 12,779 | 140.9% | $61.89万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $106.42万 | 0.02% | 8,103 | -243 | -2.9% | -$3.19万 | 减仓 |
| — | PROSHARES TR II | $106.92万 | 0.02% | 17,396 | 0 | 0.0% | — | 不变 |
| DFAX | DIMENSIONAL ETF TRUST | $107.78万 | 0.02% | 31,728 | 569 | 1.8% | $1.93万 | 加仓 |
| FTI | TECHNIPFMC PLC | $108.26万 | 0.02% | 15,649 | 2,971 | 23.4% | $20.55万 | 加仓 |
| — | HONEYWELL INTL INC | $108.47万 | 0.02% | 4,798 | 1,992 | 71.0% | $45.03万 | 加仓 |
| PSX | PHILLIPS 66 | $109.10万 | 0.02% | 5,988 | 561 | 10.3% | $10.22万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $110.81万 | 0.02% | 5,588 | -1,289 | -18.7% | -$25.56万 | 减仓 |
| BX | BLACKSTONE INC | $111.18万 | 0.02% | 9,668 | 2,907 | 43.0% | $33.43万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $111.86万 | 0.02% | 11,902 | -57 | -0.5% | -$5,357 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $112.34万 | 0.02% | 10,308 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP | $112.50万 | 0.02% | 3,147 | 840 | 36.4% | $30.03万 | 加仓 |
| FTNT | FORTINET INC | $112.51万 | 0.02% | 13,768 | 3,397 | 32.8% | $27.76万 | 加仓 |
| ASML | ASML HLDG NV | $112.68万 | 0.02% | 853 | 94 | 12.4% | $12.42万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $112.88万 | 0.02% | 31,769 | -1 | -0.0% | -$36 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $114.47万 | 0.02% | 2,932 | -787 | -21.2% | -$30.73万 | 减仓 |
| IWP | ISHARES TR | $114.58万 | 0.02% | 8,943 | 1 | 0.0% | $128 | 加仓 |
| AIA | ISHARES TR | $114.75万 | 0.02% | 10,810 | 0 | 0.0% | — | 不变 |
| — | ARES COML REAL ESTATE CORP | $115.01万 | 0.02% | 232,343 | 81 | 0.0% | $401 | 加仓 |
| EIX | EDISON INTL | $116.03万 | 0.02% | 15,856 | 3,653 | 29.9% | $26.73万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $116.43万 | 0.02% | 4,442 | 273 | 6.5% | $7.16万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $117.82万 | 0.02% | 5,725 | -20 | -0.3% | -$4,116 | 减仓 |
| VMC | VULCAN MATLS CO | $117.97万 | 0.02% | 4,332 | -172 | -3.8% | -$4.68万 | 减仓 |
| CPNG | COUPANG INC | $118.07万 | 0.02% | 62,538 | 1,902 | 3.1% | $3.59万 | 加仓 |
| AMAT | APPLIED MATLS INC | $118.35万 | 0.02% | 3,462 | -44 | -1.3% | -$1.50万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $119.48万 | 0.02% | 5,499 | 402 | 7.9% | $8.73万 | 加仓 |
| GSLC | GOLDMAN SACHS ETF TR | $121.43万 | 0.02% | 9,704 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $122.43万 | 0.02% | 5,051 | 499 | 11.0% | $12.10万 | 加仓 |
| INTC | INTEL CORP | $122.90万 | 0.02% | 27,849 | -3,453 | -11.0% | -$15.24万 | 减仓 |
| WMB | WILLIAMS COS INC | $123.64万 | 0.02% | 16,987 | 1,983 | 13.2% | $14.43万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $123.65万 | 0.02% | 5,941 | 722 | 13.8% | $15.03万 | 加仓 |
| IEF | ISHARES TR | $123.74万 | 0.02% | 12,965 | -1,093 | -7.8% | -$10.43万 | 减仓 |
| VLO | VALERO ENERGY CORP | $124.47万 | 0.02% | 5,037 | -140 | -2.7% | -$3.46万 | 减仓 |
| CGW | INVESCO EXCH TRADED FD TR II | $124.64万 | 0.02% | 19,493 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $125.27万 | 0.02% | 43,210 | 3,547 | 8.9% | $10.28万 | 加仓 |
| INTU | INTUIT | $125.52万 | 0.02% | 2,902 | -3,076 | -51.5% | -$133.05万 | 减仓 |
| — | EA SERIES TRUST | $126.53万 | 0.02% | 42,091 | 318 | 0.8% | $9,559 | 加仓 |
| NKE | NIKE INC | $126.92万 | 0.02% | 23,840 | -4,847 | -16.9% | -$25.80万 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $128.16万 | 0.02% | 3,571 | -425 | -10.6% | -$15.25万 | 减仓 |
| BDX | BECTON DICKINSON & CO | $128.25万 | 0.02% | 8,156 | -1,800 | -18.1% | -$28.30万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $128.43万 | 0.02% | 17,101 | 7,871 | 85.3% | $59.11万 | 加仓 |
| MCK | MCKESSON CORP | $130.35万 | 0.02% | 1,504 | 172 | 12.9% | $14.91万 | 加仓 |
| SHEL | SHELL PLC | $131.70万 | 0.02% | 14,161 | 786 | 5.9% | $7.31万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $131.86万 | 0.02% | 7,905 | 289 | 3.8% | $4.82万 | 加仓 |
| MSFT | MICROSOFT CORP 看跌期权 | $133.26万 | 0.02% | 3,600 | 0 | 0.0% | — | 不变 |
| VRT | VERTIV HOLDINGS CO | $134.21万 | 0.02% | 5,356 | 1,097 | 25.8% | $27.49万 | 加仓 |
| SNDK | SANDISK CORP | $135.65万 | 0.02% | 2,135 | 950 | 80.2% | $60.36万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $137.98万 | 0.02% | 27,486 | -421 | -1.5% | -$2.11万 | 减仓 |
| PCG | PG&E CORP | $140.34万 | 0.03% | 79,651 | 22,065 | 38.3% | $38.88万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $142.67万 | 0.03% | 8,899 | -562 | -5.9% | -$9.01万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $142.91万 | 0.03% | 4,163 | 433 | 11.6% | $14.86万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $143.22万 | 0.03% | 340 | 138 | 68.3% | $58.13万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $144.52万 | 0.03% | 15,559 | -2,542 | -14.0% | -$23.61万 | 减仓 |
| CPRT | COPART INC | $145.81万 | 0.03% | 43,918 | -23,385 | -34.7% | -$77.64万 | 减仓 |
| SHOP | SHOPIFY INC | $145.83万 | 0.03% | 12,293 | -2,641 | -17.7% | -$31.33万 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $147.24万 | 0.03% | 17,354 | 2,870 | 19.8% | $24.35万 | 加仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $149.35万 | 0.03% | 25,300 | 12,060 | 91.1% | $71.19万 | 加仓 |
| DHR | DANAHER CORP DEL | $150.88万 | 0.03% | 7,941 | -2,337 | -22.7% | -$44.40万 | 减仓 |
| OAKM | HARRIS OAKMARK ETF TRUST | $151.22万 | 0.03% | 54,861 | 0 | 0.0% | — | 不变 |
| XLC | SELECT SECTOR SPDR TR | $151.70万 | 0.03% | 13,684 | 0 | 0.0% | — | 不变 |
| PPLT | ABRDN PLATINUM ETF TRUST | $152.10万 | 0.03% | 8,533 | -1 | -0.0% | -$178 | 减仓 |
| PYLD | PIMCO ETF TR | $152.28万 | 0.03% | 58,124 | 4,500 | 8.4% | $11.79万 | 加仓 |
| SHY | ISHARES TR | $154.35万 | 0.03% | 18,693 | 18,693 | — | $154.35万 | 新建仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $154.60万 | 0.03% | 25,490 | 7,845 | 44.5% | $47.58万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $156.14万 | 0.03% | 3,387 | 643 | 23.4% | $29.64万 | 加仓 |
| COP | CONOCOPHILLIPS | $156.45万 | 0.03% | 11,852 | -4,014 | -25.3% | -$52.99万 | 减仓 |
| NEM | NEWMONT CORP | $156.85万 | 0.03% | 14,490 | 1,012 | 7.5% | $10.95万 | 加仓 |
| FTEC | FIDELITY COVINGTON TRUST | $160.80万 | 0.03% | 7,729 | 0 | 0.0% | — | 不变 |
| VIS | VANGUARD WORLD FD | $163.04万 | 0.03% | 5,222 | 43 | 0.8% | $1.34万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $165.03万 | 0.03% | 21,046 | 8,632 | 69.5% | $67.69万 | 加仓 |
| EFV | ISHARES TR | $165.32万 | 0.03% | 22,235 | -228 | -1.0% | -$1.70万 | 减仓 |
| CRM | SALESFORCE INC | $165.65万 | 0.03% | 8,873 | 1,262 | 16.6% | $23.56万 | 加仓 |
| CB | CHUBB LTD SWITZ | $167.05万 | 0.03% | 5,111 | -25 | -0.5% | -$8,171 | 减仓 |
| GM | GENERAL MTRS CO | $169.44万 | 0.03% | 22,743 | 1,847 | 8.8% | $13.76万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $171.08万 | 0.03% | 11,668 | 796 | 7.3% | $11.67万 | 加仓 |
| — | NUVEEN CALIF AMT FREE MUNI I | $171.52万 | 0.03% | 143,219 | -9,978 | -6.5% | -$11.95万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $175.82万 | 0.03% | 6,500 | 3,068 | 89.4% | $82.99万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $176.50万 | 0.03% | 68,839 | -16,426 | -19.3% | -$42.12万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $177.12万 | 0.03% | 21,981 | 879 | 4.2% | $7.08万 | 加仓 |
| GDXJ | VANECK ETF TRUST | $177.14万 | 0.03% | 14,756 | -1 | -0.0% | -$120 | 减仓 |
| NOW | SERVICENOW INC | $178.32万 | 0.03% | 17,056 | -5,100 | -23.0% | -$53.32万 | 减仓 |
| C | CITIGROUP INC | $178.50万 | 0.03% | 15,739 | 1,787 | 12.8% | $20.27万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $178.72万 | 0.03% | 30,530 | -636 | -2.0% | -$3.72万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $179.15万 | 0.03% | 17,449 | -3,614 | -17.2% | -$37.11万 | 减仓 |
| ITA | ISHARES TR | $180.91万 | 0.03% | 8,270 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC | $180.96万 | 0.03% | 1,881 | 390 | 26.2% | $37.52万 | 加仓 |
| VAC | MARRIOTT VACATIONS WORLDWIDE | $181.07万 | 0.03% | 27,806 | 58 | 0.2% | $3,777 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $181.62万 | 0.03% | 24,662 | 2,679 | 12.2% | $19.73万 | 加仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $185.24万 | 0.03% | 9,089 | -1 | -0.0% | -$204 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $187.45万 | 0.03% | 11,590 | 3,866 | 50.1% | $62.53万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $187.84万 | 0.03% | 3,107 | 639 | 25.9% | $38.63万 | 加仓 |
| FLJP | FRANKLIN TEMPLETON ETF TR | $190.16万 | 0.03% | 52,560 | -12 | -0.0% | -$434 | 减仓 |
| EEM | ISHARES TR | $190.85万 | 0.03% | 33,605 | 366 | 1.1% | $2.08万 | 加仓 |
| OTIS | OTIS WORLDWIDE CORP | $193.37万 | 0.03% | 25,086 | -11,693 | -31.8% | -$90.13万 | 减仓 |
| LINE | LINEAGE INC | $196.30万 | 0.04% | 58,954 | 264 | 0.4% | $8,790 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $196.37万 | 0.04% | 6,458 | -5,297 | -45.1% | -$161.07万 | 减仓 |
| WM | WASTE MGMT INC DEL | $196.54万 | 0.04% | 8,552 | 210 | 2.5% | $4.83万 | 加仓 |
| S | SENTINELONE INC | $197.16万 | 0.04% | 153,071 | 9,708 | 6.8% | $12.50万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $199.92万 | 0.04% | 13,667 | 2,544 | 22.9% | $37.21万 | 加仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $201.67万 | 0.04% | 1,599 | -789 | -33.0% | -$99.51万 | 减仓 |