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 |
|---|---|---|---|---|---|---|---|---|
| MUC | BLACKROCK MUNIHLDNGS CALI | $419.26万 | 0.08% | 401,081 | 48,078 | 13.6% | $50.26万 | 加仓 |
| PGF | INVESCO EXCHANGE TRADED FD T | $414.57万 | 0.07% | 301,284 | -32,792 | -9.8% | -$45.12万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $410.28万 | 0.07% | 48,138 | -4,717 | -8.9% | -$40.20万 | 减仓 |
| ALLW | SSGA ACTIVE TR | $393.73万 | 0.07% | 136,474 | 67,397 | 97.6% | $194.44万 | 加仓 |
| EFG | ISHARES TR | $376.61万 | 0.07% | 33,815 | 8,942 | 36.0% | $99.59万 | 加仓 |
| PEY | INVESCO EXCHANGE TRADED FD T | $367.03万 | 0.07% | 171,360 | 0 | 0.0% | — | 不变 |
| MSCI | MSCI INC | $365.14万 | 0.07% | 6,774 | -2,426 | -26.4% | -$130.77万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $361.45万 | 0.06% | 8,275 | 194 | 2.4% | $8.47万 | 加仓 |
| MRK | MERCK & CO INC | $358.45万 | 0.06% | 29,595 | 859 | 3.0% | $10.40万 | 加仓 |
| MCD | MCDONALDS CORP | $343.45万 | 0.06% | 11,050 | 721 | 7.0% | $22.41万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $342.43万 | 0.06% | 11,320 | -857 | -7.0% | -$25.92万 | 减仓 |
| AMGN | AMGEN INC | $340.90万 | 0.06% | 9,688 | -576 | -5.6% | -$20.27万 | 减仓 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $338.49万 | 0.06% | 296,141 | 120,479 | 68.6% | $137.71万 | 加仓 |
| AMZN | AMAZON COM INC 看跌期权 | $337.40万 | 0.06% | 16,200 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $333.24万 | 0.06% | 11,603 | -276 | -2.3% | -$7.93万 | 减仓 |
| DIS | DISNEY WALT CO | $330.19万 | 0.06% | 34,258 | -9,647 | -22.0% | -$92.98万 | 减仓 |
| IUSG | ISHARES TR | $326.89万 | 0.06% | 21,075 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $325.68万 | 0.06% | 9,635 | -3,016 | -23.8% | -$101.95万 | 减仓 |
| DVY | ISHARES TR | $323.32万 | 0.06% | 21,354 | 19 | 0.1% | $2,877 | 加仓 |
| VGT | VANGUARD WORLD FD | $317.30万 | 0.06% | 4,547 | -3 | -0.1% | -$2,093 | 减仓 |
| FIX | COMFORT SYS USA INC | $314.55万 | 0.06% | 2,281 | 199 | 9.6% | $27.44万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $313.63万 | 0.06% | 51,197 | 24,055 | 88.6% | $147.36万 | 加仓 |
| RTX | RTX CORPORATION | $313.23万 | 0.06% | 16,238 | -3,916 | -19.4% | -$75.54万 | 减仓 |
| OUNZ | VANECK MERK GOLD ETF | $311.39万 | 0.06% | 69,122 | -11,603 | -14.4% | -$52.27万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $310.95万 | 0.06% | 9,700 | -4,107 | -29.7% | -$131.65万 | 减仓 |
| PAVE | GLOBAL X FDS | $308.82万 | 0.06% | 60,779 | 3,888 | 6.8% | $19.76万 | 加仓 |
| CSCO | CISCO SYS INC | $306.99万 | 0.06% | 39,566 | -3,588 | -8.3% | -$27.84万 | 减仓 |
| BAC | BANK AMERICA CORP | $305.44万 | 0.05% | 62,654 | -16,627 | -21.0% | -$81.06万 | 减仓 |
| GQGU | ADVISORS INNER CIRCLE FD III | $304.80万 | 0.05% | 113,266 | 1,007 | 0.9% | $2.71万 | 加仓 |
| OUT | OUTFRONT MEDIA INC | $304.54万 | 0.05% | 114,920 | 52,659 | 84.6% | $139.55万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $303.98万 | 0.05% | 78,225 | 11 | 0.0% | $427 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $302.00万 | 0.05% | 8,910 | 497 | 5.9% | $16.85万 | 加仓 |
| HLF | HERBALIFE LTD | $300.99万 | 0.05% | 204,480 | -49 | -0.0% | -$721 | 减仓 |
| NAC | NUVEEN CA DIVI ADV MUN | $300.17万 | 0.05% | 256,039 | 2,360 | 0.9% | $2.77万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T 看跌期权 | $299.16万 | 0.05% | 4,600 | 3,500 | 318.2% | $227.62万 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $297.67万 | 0.05% | 52,862 | -21,941 | -29.3% | -$123.55万 | 减仓 |
| GLW | CORNING INC | $294.66万 | 0.05% | 21,670 | 1,918 | 9.7% | $26.08万 | 加仓 |
| EFA | ISHARES TR | $294.42万 | 0.05% | 30,312 | 1,320 | 4.6% | $12.82万 | 加仓 |
| SM | SM ENERGY COMPANY | $292.69万 | 0.05% | 93,870 | -36,974 | -28.3% | -$115.28万 | 减仓 |
| CAT | CATERPILLAR INC | $290.49万 | 0.05% | 4,100 | 88 | 2.2% | $6.23万 | 加仓 |
| ITOT | ISHARES TR | $287.08万 | 0.05% | 20,155 | 654 | 3.4% | $9.32万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $285.19万 | 0.05% | 4,612 | -1 | -0.0% | -$618 | 减仓 |
| QCOM | QUALCOMM INC | $283.38万 | 0.05% | 22,004 | -9,524 | -30.2% | -$122.65万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $281.09万 | 0.05% | 22,894 | 550 | 2.5% | $6.75万 | 加仓 |
| VHT | VANGUARD WORLD FD | $277.78万 | 0.05% | 10,200 | 0 | 0.0% | — | 不变 |
| SCHV | SCHWAB STRATEGIC TR | $269.28万 | 0.05% | 88,290 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $269.08万 | 0.05% | 11,090 | -182 | -1.6% | -$4.42万 | 减仓 |
| XNEAX | NUVEEN AMT FREE QLTY MUN INC | $267.20万 | 0.05% | 236,500 | -18,589 | -7.3% | -$21.00万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $265.84万 | 0.05% | 107,408 | 21,095 | 24.4% | $52.21万 | 加仓 |
| IEFA | ISHARES TR | $265.74万 | 0.05% | 29,353 | 151 | 0.5% | $1.37万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $264.89万 | 0.05% | 17,885 | 2,536 | 16.5% | $37.56万 | 加仓 |
| MS | MORGAN STANLEY | $260.47万 | 0.05% | 15,827 | 1,203 | 8.2% | $19.80万 | 加仓 |
| BA | BOEING CO | $259.15万 | 0.05% | 13,020 | 2,088 | 19.1% | $41.56万 | 加仓 |
| GE | GE AEROSPACE | $258.25万 | 0.05% | 9,086 | 950 | 11.7% | $27.00万 | 加仓 |
| VB | VANGUARD INDEX FDS | $258.04万 | 0.05% | 9,852 | 1,682 | 20.6% | $44.05万 | 加仓 |
| SRE | SEMPRA | $256.02万 | 0.05% | 26,165 | 650 | 2.5% | $6.36万 | 加仓 |
| BIIB | BIOGEN INC | $253.56万 | 0.05% | 13,831 | 288 | 2.1% | $5.28万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $253.14万 | 0.05% | 51,273 | -12,731 | -19.9% | -$62.85万 | 减仓 |
| SIL | GLOBAL X FDS | $252.20万 | 0.05% | 27,997 | -6,726 | -19.4% | -$60.59万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $246.34万 | 0.04% | 12,109 | 984 | 8.8% | $20.02万 | 加仓 |
| EFX | EQUIFAX INC | $243.12万 | 0.04% | 13,501 | 1,564 | 13.1% | $28.16万 | 加仓 |
| GGG | GRACO INC | $241.20万 | 0.04% | 28,493 | -11,922 | -29.5% | -$100.92万 | 减仓 |
| KO | COCA COLA CO | $237.62万 | 0.04% | 31,031 | 4,243 | 15.8% | $32.49万 | 加仓 |
| IJH | ISHARES TR | $236.42万 | 0.04% | 35,010 | -1,058 | -2.9% | -$7.14万 | 减仓 |
| SPGI | S&P GLOBAL INC | $231.60万 | 0.04% | 5,445 | 703 | 14.8% | $29.90万 | 加仓 |
| IWD | ISHARES TR | $229.31万 | 0.04% | 10,732 | 165 | 1.6% | $3.53万 | 加仓 |
| IJR | ISHARES TR | $228.11万 | 0.04% | 18,349 | -328 | -1.8% | -$4.08万 | 减仓 |
| GEV | GE VERNOVA INC | $224.74万 | 0.04% | 2,573 | 341 | 15.3% | $29.79万 | 加仓 |
| IVW | ISHARES TR | $222.49万 | 0.04% | 19,670 | -29 | -0.1% | -$3,280 | 减仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $213.75万 | 0.04% | 5,243 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $210.64万 | 0.04% | 6,404 | -148 | -2.3% | -$4.87万 | 减仓 |
| ADBE | ADOBE INC | $208.30万 | 0.04% | 8,569 | -1,454 | -14.5% | -$35.35万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $207.17万 | 0.04% | 4,463 | 717 | 19.1% | $33.28万 | 加仓 |
| MMM | 3M CO | $205.52万 | 0.04% | 14,151 | 72 | 0.5% | $1.05万 | 加仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $202.84万 | 0.04% | 92,734 | -6,089 | -6.2% | -$13.32万 | 减仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $201.67万 | 0.04% | 1,599 | -789 | -33.0% | -$99.51万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $199.92万 | 0.04% | 13,667 | 2,544 | 22.9% | $37.21万 | 加仓 |
| S | SENTINELONE INC | $197.16万 | 0.04% | 153,071 | 9,708 | 6.8% | $12.50万 | 加仓 |
| WM | WASTE MGMT INC DEL | $196.54万 | 0.04% | 8,552 | 210 | 2.5% | $4.83万 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $196.37万 | 0.04% | 6,458 | -5,297 | -45.1% | -$161.07万 | 减仓 |
| LINE | LINEAGE INC | $196.30万 | 0.04% | 58,954 | 264 | 0.4% | $8,790 | 加仓 |
| OTIS | OTIS WORLDWIDE CORP | $193.37万 | 0.03% | 25,086 | -11,693 | -31.8% | -$90.13万 | 减仓 |
| EEM | ISHARES TR | $190.85万 | 0.03% | 33,605 | 366 | 1.1% | $2.08万 | 加仓 |
| FLJP | FRANKLIN TEMPLETON ETF TR | $190.16万 | 0.03% | 52,560 | -12 | -0.0% | -$434 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $187.84万 | 0.03% | 3,107 | 639 | 25.9% | $38.63万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $187.45万 | 0.03% | 11,590 | 3,866 | 50.1% | $62.53万 | 加仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $185.24万 | 0.03% | 9,089 | -1 | -0.0% | -$204 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $181.62万 | 0.03% | 24,662 | 2,679 | 12.2% | $19.73万 | 加仓 |
| VAC | MARRIOTT VACATIONS WORLDWIDE | $181.07万 | 0.03% | 27,806 | 58 | 0.2% | $3,777 | 加仓 |
| BLK | BLACKROCK INC | $180.96万 | 0.03% | 1,881 | 390 | 26.2% | $37.52万 | 加仓 |
| ITA | ISHARES TR | $180.91万 | 0.03% | 8,270 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $179.15万 | 0.03% | 17,449 | -3,614 | -17.2% | -$37.11万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $178.72万 | 0.03% | 30,530 | -636 | -2.0% | -$3.72万 | 减仓 |
| C | CITIGROUP INC | $178.50万 | 0.03% | 15,739 | 1,787 | 12.8% | $20.27万 | 加仓 |
| NOW | SERVICENOW INC | $178.32万 | 0.03% | 17,056 | -5,100 | -23.0% | -$53.32万 | 减仓 |
| GDXJ | VANECK ETF TRUST | $177.14万 | 0.03% | 14,756 | -1 | -0.0% | -$120 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $177.12万 | 0.03% | 21,981 | 879 | 4.2% | $7.08万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $176.50万 | 0.03% | 68,839 | -16,426 | -19.3% | -$42.12万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $175.82万 | 0.03% | 6,500 | 3,068 | 89.4% | $82.99万 | 加仓 |
| — | NUVEEN CALIF AMT FREE MUNI I | $171.52万 | 0.03% | 143,219 | -9,978 | -6.5% | -$11.95万 | 减仓 |