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 |
|---|---|---|---|---|---|---|---|---|
| VTHR | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -7,614 | -100.0% | -$228.67万 | 清仓 |
| DOCS | DOXIMITY INC 看跌期权 | $0 | 0.00% | 0 | -50,000 | -100.0% | -$221.40万 | 清仓 |
| SPY | SPDR S&P 500 ETF TR 看涨期权 | $0 | 0.00% | 0 | -2,300 | -100.0% | -$156.84万 | 清仓 |
| TEAM | ATLASSIAN CORPORATION | $0 | 0.00% | 0 | -5,524 | -100.0% | -$89.57万 | 清仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -14,342 | -100.0% | -$85.02万 | 清仓 |
| GKOS | GLAUKOS CORP | $0 | 0.00% | 0 | -7,441 | -100.0% | -$84.02万 | 清仓 |
| HDB | HDFC BANK LTD | $0 | 0.00% | 0 | -21,068 | -100.0% | -$76.98万 | 清仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -3,348 | -100.0% | -$61.56万 | 清仓 |
| MDT | MEDTRONIC PLC | $0 | 0.00% | 0 | -5,708 | -100.0% | -$55.26万 | 清仓 |
| PAYC | PAYCOM SOFTWARE INC | $0 | 0.00% | 0 | -3,335 | -100.0% | -$53.15万 | 清仓 |
| LYFT | LYFT INC | $0 | 0.00% | 0 | -19,160 | -100.0% | -$37.11万 | 清仓 |
| VLTO | VERALTO CORP | $0 | 0.00% | 0 | -3,682 | -100.0% | -$36.79万 | 清仓 |
| EWH | ISHARES INC | $0 | 0.00% | 0 | -17,240 | -100.0% | -$36.63万 | 清仓 |
| FANG | DIAMONDBACK ENERGY INC | $0 | 0.00% | 0 | -2,275 | -100.0% | -$34.21万 | 清仓 |
| STE | STERIS PLC | $0 | 0.00% | 0 | -1,331 | -100.0% | -$33.75万 | 清仓 |
| KDP | KEURIG DR PEPPER INC | $0 | 0.00% | 0 | -11,972 | -100.0% | -$33.53万 | 清仓 |
| VXX | BARCLAYS BANK PLC | $0 | 0.00% | 0 | -11,955 | -100.0% | -$31.64万 | 清仓 |
| ESTC | ELASTIC N V | $0 | 0.00% | 0 | -4,120 | -100.0% | -$31.08万 | 清仓 |
| BSTZ | BLACKROCK SCIENCE & TECHNOLO | $0 | 0.00% | 0 | -13,122 | -100.0% | -$29.67万 | 清仓 |
| ET | ENERGY TRANSFER L P | $0 | 0.00% | 0 | -17,513 | -100.0% | -$28.88万 | 清仓 |
| — | CYBERARK SOFTWARE LTD | $0 | 0.00% | 0 | -643 | -100.0% | -$28.68万 | 清仓 |
| ETSY | ETSY INC | $0 | 0.00% | 0 | -5,066 | -100.0% | -$28.09万 | 清仓 |
| MAR | MARRIOTT INTL INC NEW | $0 | 0.00% | 0 | -880 | -100.0% | -$27.32万 | 清仓 |
| — | EXACT SCIENCES CORP | $0 | 0.00% | 0 | -2,663 | -100.0% | -$27.05万 | 清仓 |
| SOLV | SOLVENTUM CORP | $0 | 0.00% | 0 | -3,406 | -100.0% | -$26.99万 | 清仓 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -5,870 | -100.0% | -$26.94万 | 清仓 |
| XYZ | BLOCK INC | $0 | 0.00% | 0 | -4,108 | -100.0% | -$26.74万 | 清仓 |
| — | FIDELITY ETHEREUM FD | $0 | 0.00% | 0 | -9,000 | -100.0% | -$26.65万 | 清仓 |
| SUN | SUNOCO LP/SUNOCO FIN CORP | $0 | 0.00% | 0 | -4,877 | -100.0% | -$25.56万 | 清仓 |
| SMH | VANECK ETF TRUST | $0 | 0.00% | 0 | -701 | -100.0% | -$25.25万 | 清仓 |
| MTG | MGIC INVT CORP WIS | $0 | 0.00% | 0 | -8,497 | -100.0% | -$24.83万 | 清仓 |
| MANH | MANHATTAN ASSOCIATES INC | $0 | 0.00% | 0 | -1,432 | -100.0% | -$24.82万 | 清仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $0 | 0.00% | 0 | -3,186 | -100.0% | -$24.43万 | 清仓 |
| ALGN | ALIGN TECHNOLOGY INC | $0 | 0.00% | 0 | -1,506 | -100.0% | -$23.52万 | 清仓 |
| ASH | ASHLAND INC | $0 | 0.00% | 0 | -3,900 | -100.0% | -$22.88万 | 清仓 |
| YUM | YUM BRANDS INC | $0 | 0.00% | 0 | -1,460 | -100.0% | -$22.09万 | 清仓 |
| ZS | ZSCALER INC | $0 | 0.00% | 0 | -955 | -100.0% | -$21.48万 | 清仓 |
| AIG | AMERICAN INTL GROUP INC | $0 | 0.00% | 0 | -2,496 | -100.0% | -$21.36万 | 清仓 |
| CHTR | CHARTER COMMUNICATIONS INC N | $0 | 0.00% | 0 | -1,021 | -100.0% | -$21.31万 | 清仓 |
| VRSK | VERISK ANALYTICS INC | $0 | 0.00% | 0 | -951 | -100.0% | -$21.26万 | 清仓 |
| DASH | DOORDASH INC | $0 | 0.00% | 0 | -927 | -100.0% | -$20.99万 | 清仓 |
| SPG | SIMON PPTY GROUP INC NEW | $0 | 0.00% | 0 | -1,118 | -100.0% | -$20.69万 | 清仓 |
| MCHI | ISHARES TR | $0 | 0.00% | 0 | -3,428 | -100.0% | -$20.59万 | 清仓 |
| EG | EVEREST GROUP LTD | $0 | 0.00% | 0 | -604 | -100.0% | -$20.51万 | 清仓 |
| LAMR | LAMAR ADVERTISING CO NEW | $0 | 0.00% | 0 | -1,610 | -100.0% | -$20.38万 | 清仓 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -880 | -100.0% | -$20.26万 | 清仓 |
| ROKU | ROKU INC | $0 | 0.00% | 0 | -1,865 | -100.0% | -$20.23万 | 清仓 |
| WEN | WENDYS CO | $0 | 0.00% | 0 | -22,174 | -100.0% | -$18.47万 | 清仓 |
| USAR | USA RARE EARTH INC | $0 | 0.00% | 0 | -11,829 | -100.0% | -$14.08万 | 清仓 |
| ARI | APOLLO COML REAL EST FIN INC | $0 | 0.00% | 0 | -12,028 | -100.0% | -$11.95万 | 清仓 |
| ACDC | PROFRAC HLDG CORP | $0 | 0.00% | 0 | -29,064 | -100.0% | -$11.31万 | 清仓 |
| PK | PARK HOTELS & RESORTS INC | $0 | 0.00% | 0 | -10,517 | -100.0% | -$11.29万 | 清仓 |
| — | ATAI BECKLEY NV | $0 | 0.00% | 0 | -26,600 | -100.0% | -$10.88万 | 清仓 |
| — | AMCOR PLC | $0 | 0.00% | 0 | -2,608 | -100.0% | -$10.87万 | 清仓 |
| GTM | ZOOMINFO TECHNOLOGIES INC | $0 | 0.00% | 0 | -10,264 | -100.0% | -$10.44万 | 清仓 |
| — | XAI OCTAGN FLT RAT & ALT INM | $0 | 0.00% | 0 | -17,568 | -100.0% | -$8.43万 | 清仓 |
| SLV | ISHARES SILVER TR 看跌期权 | $0 | 0.00% | 0 | -1,200 | -100.0% | -$7.73万 | 清仓 |
| SLV | ISHARES SILVER TR 看涨期权 | $0 | 0.00% | 0 | -1,000 | -100.0% | -$6.44万 | 清仓 |
| GRAB | GRAB HOLDINGS LIMITED | $0 | 0.00% | 0 | -12,622 | -100.0% | -$6.30万 | 清仓 |
| — | ABRDN GLOBAL PREMIER PPTYS F | $0 | 0.00% | 0 | -16,014 | -100.0% | -$6.21万 | 清仓 |
| RIG | TRANSOCEAN LTD | $0 | 0.00% | 0 | -10,144 | -100.0% | -$4.19万 | 清仓 |
| XLI | SELECT SECTOR SPDR TR 看涨期权 | $0 | 0.00% | 0 | -200 | -100.0% | -$3.10万 | 清仓 |
| XLI | SELECT SECTOR SPDR TR 看跌期权 | $0 | 0.00% | 0 | -100 | -100.0% | -$1.55万 | 清仓 |
| — | AGILON HEALTH INC | $0 | 0.00% | 0 | -11,157 | -100.0% | -$7,684 | 清仓 |
| — | BEYOND MEAT INC | $9,704 | 0.00% | 13,831 | 13,831 | — | $9,704 | 新建仓 |
| — | FRACTYL HEALTH INC | $1.83万 | 0.00% | 40,000 | 40,000 | — | $1.83万 | 新建仓 |
| — | REKOR SYSTEMS INC | $1.84万 | 0.00% | 22,421 | -1 | -0.0% | -$1 | 减仓 |
| — | ALIGHT INC | $1.88万 | 0.00% | 32,230 | 32,230 | — | $1.88万 | 新建仓 |
| ZIP | ZIPRECRUITER INC | $2.04万 | 0.00% | 11,066 | 874 | 8.6% | $1,608 | 加仓 |
| — | ORION PROPERTIES INC | $2.86万 | 0.00% | 13,159 | 0 | 0.0% | — | 不变 |
| IRWD | IRONWOOD PHARMACEUTICALS INC | $4.23万 | 0.00% | 12,062 | 775 | 6.9% | $2,720 | 加仓 |
| — | EAGLE POINT CREDIT COMPANY I | $4.43万 | 0.00% | 11,792 | -8,000 | -40.4% | -$3.01万 | 减仓 |
| CRCT | CRICUT INC | $4.47万 | 0.00% | 11,957 | 11,957 | — | $4.47万 | 新建仓 |
| MPT | MEDICAL PROPERTIES TRUST INC | $4.82万 | 0.00% | 10,169 | -4,111 | -28.8% | -$1.95万 | 减仓 |
| WIT | WIPRO LTD | $5.41万 | 0.00% | 25,523 | 9,379 | 58.1% | $1.99万 | 加仓 |
| LPL | LG DISPLAY CO LTD | $5.68万 | 0.00% | 14,644 | 14,644 | — | $5.68万 | 新建仓 |
| NWL | NEWELL BRANDS INC | $6.36万 | 0.00% | 18,530 | 2,815 | 17.9% | $9,655 | 加仓 |
| — | LAIRD SUPERFOOD INC | $8.32万 | 0.00% | 38,683 | 0 | 0.0% | — | 不变 |
| NMR | NOMURA HLDGS INC | $8.97万 | 0.00% | 11,374 | 767 | 7.2% | $6,052 | 加仓 |
| — | ATAIBECKLEY INC | $9.38万 | 0.00% | 26,511 | 26,511 | — | $9.38万 | 新建仓 |
| ADT | ADT INC DEL | $9.40万 | 0.00% | 14,134 | -20,237 | -58.9% | -$13.47万 | 减仓 |
| — | VIVANI MEDICAL INC | $9.99万 | 0.00% | 99,870 | 0 | 0.0% | — | 不变 |
| — | CROWN CRAFTS INC | $10.62万 | 0.00% | 40,000 | 0 | 0.0% | — | 不变 |
| SANA | SANA BIOTECHNOLOGY INC | $11.00万 | 0.00% | 38,184 | -385 | -1.0% | -$1,109 | 减仓 |
| LYG | LLOYDS BANKING GROUP PLC | $12.20万 | 0.00% | 24,257 | 3,885 | 19.1% | $1.95万 | 加仓 |
| XEXGX | EATON VANCE TAX-MANAGED GLOB | $12.33万 | 0.00% | 14,233 | 2,500 | 21.3% | $2.17万 | 加仓 |
| TLT | ISHARES TR 看涨期权 | $13.00万 | 0.00% | 1,500 | 200 | 15.4% | $1.73万 | 重新持有 |
| TTD | THE TRADE DESK INC | $14.24万 | 0.00% | 6,274 | -13,795 | -68.7% | -$31.30万 | 减仓 |
| VTRS | VIATRIS INC | $14.44万 | 0.00% | 10,686 | -56 | -0.5% | -$757 | 减仓 |
| MQ | MARQETA INC | $15.91万 | 0.00% | 39,007 | -156 | -0.4% | -$636 | 减仓 |
| — | PMV PHARMACEUTICALS INC | $16.51万 | 0.00% | 133,122 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO | $16.54万 | 0.00% | 14,336 | -2,436 | -14.5% | -$2.81万 | 减仓 |
| TTD | THE TRADE DESK INC 看跌期权 | $17.24万 | 0.00% | 7,600 | 0 | 0.0% | — | 不变 |
| VLY | VALLEY NATL BANCORP | $17.73万 | 0.00% | 14,323 | 4,293 | 42.8% | $5.31万 | 加仓 |
| VFC | V F CORP | $17.85万 | 0.00% | 10,508 | 10,508 | — | $17.85万 | 新建仓 |
| FPE | FIRST TR EXCH TRADED FD III | $18.08万 | 0.00% | 10,188 | 0 | 0.0% | — | 不变 |
| — | ISHARES ETHEREUM TR | $18.84万 | 0.00% | 11,900 | 5,375 | 82.4% | $8.51万 | 重新持有 |
| SMMT | SUMMIT THERAPEUTICS INC 看跌期权 | $18.96万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| UNG | UNITED STS NAT GAS FD LP | $19.47万 | 0.00% | 16,600 | 2,500 | 17.7% | $2.93万 | 加仓 |
| MFG | MIZUHO FINANCIAL GROUP INC | $19.86万 | 0.00% | 25,012 | 8,732 | 53.6% | $6.93万 | 加仓 |