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 |
|---|---|---|---|---|---|---|---|---|
| VDC | VANGUARD WORLD FD | $50.53万 | 0.01% | 2,250 | 0 | 0.0% | — | 不变 |
| BUSE | FIRST BUSEY CORP | $50.15万 | 0.01% | 19,844 | -526 | -2.6% | -$1.33万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $50.15万 | 0.01% | 5,062 | -508 | -9.1% | -$5.03万 | 减仓 |
| CBRE | CBRE GROUP INC | $50.03万 | 0.01% | 3,693 | 70 | 1.9% | $9,482 | 加仓 |
| OXY | OCCIDENTAL PETE CORP | $49.78万 | 0.01% | 7,630 | 7,630 | — | $49.78万 | 新建仓 |
| OWL | BLUE OWL CAPITAL INC | $49.51万 | 0.01% | 54,224 | 54,224 | — | $49.51万 | 新建仓 |
| GBDC | GOLUB CAP BDC INC | $49.33万 | 0.01% | 38,964 | 13,011 | 50.1% | $16.47万 | 加仓 |
| ROST | ROSS STORES INC | $49.28万 | 0.01% | 2,274 | -11,322 | -83.3% | -$245.35万 | 减仓 |
| COPX | GLOBAL X FDS | $49.13万 | 0.01% | 6,434 | 6,434 | — | $49.13万 | 新建仓 |
| BAR | GRANITESHARES GOLD TR | $48.95万 | 0.01% | 10,612 | 0 | 0.0% | — | 不变 |
| PYPL | PAYPAL HLDGS INC | $48.76万 | 0.01% | 10,780 | -1,319 | -10.9% | -$5.97万 | 减仓 |
| EOG | EOG RES INC | $48.61万 | 0.01% | 3,362 | 3,362 | — | $48.61万 | 新建仓 |
| NOC | NORTHROP GRUMMAN CORP | $48.39万 | 0.01% | 709 | -120 | -14.5% | -$8.19万 | 减仓 |
| OIH | VANECK ETF TRUST | $48.19万 | 0.01% | 1,192 | 1,192 | — | $48.19万 | 新建仓 |
| ECL | ECOLAB INC | $48.16万 | 0.01% | 1,805 | 118 | 7.0% | $3.15万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $47.98万 | 0.01% | 2,923 | 203 | 7.5% | $3.33万 | 加仓 |
| WELL | WELLTOWER INC | $47.91万 | 0.01% | 2,423 | -114 | -4.5% | -$2.25万 | 减仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $47.81万 | 0.01% | 3,629 | 1,429 | 65.0% | $18.83万 | 加仓 |
| EDV | VANGUARD WORLD FD | $47.64万 | 0.01% | 7,335 | 913 | 14.2% | $5.93万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $47.14万 | 0.01% | 7,960 | 4 | 0.1% | $237 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $47.03万 | 0.01% | 5,873 | -118 | -2.0% | -$9,449 | 减仓 |
| DVN | DEVON ENERGY CORP NEW | $46.87万 | 0.01% | 9,313 | -2,054 | -18.1% | -$10.34万 | 减仓 |
| AR | ANTERO RESOURCES CORP | $46.65万 | 0.01% | 10,991 | -6,367 | -36.7% | -$27.02万 | 减仓 |
| EVR | EVERCORE INC | $46.36万 | 0.01% | 1,553 | 504 | 48.0% | $15.04万 | 加仓 |
| MEDP | MEDPACE HLDGS INC | $46.10万 | 0.01% | 960 | 64 | 7.1% | $3.07万 | 加仓 |
| DXCM | DEXCOM INC | $45.87万 | 0.01% | 7,304 | -97 | -1.3% | -$6,092 | 减仓 |
| NDAQ | NASDAQ INC | $45.70万 | 0.01% | 5,383 | 405 | 8.1% | $3.44万 | 加仓 |
| VTR | VENTAS INC | $45.59万 | 0.01% | 5,537 | 632 | 12.9% | $5.20万 | 加仓 |
| SGOV | ISHARES TR | $45.40万 | 0.01% | 4,510 | 4,510 | — | $45.40万 | 新建仓 |
| HAL | HALLIBURTON CO | $45.38万 | 0.01% | 11,637 | 702 | 6.4% | $2.74万 | 加仓 |
| VAW | VANGUARD WORLD FD | $45.29万 | 0.01% | 2,010 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR CO INC | $45.08万 | 0.01% | 3,439 | 573 | 20.0% | $7.51万 | 加仓 |
| BURL | BURLINGTON STORES INC | $45.00万 | 0.01% | 1,383 | 1,383 | — | $45.00万 | 新建仓 |
| SCHB | SCHWAB STRATEGIC TR | $44.93万 | 0.01% | 17,901 | 7 | 0.0% | $176 | 加仓 |
| ALL | ALLSTATE CORP | $44.65万 | 0.01% | 2,140 | -168 | -7.3% | -$3.51万 | 减仓 |
| IWO | ISHARES TR | $44.34万 | 0.01% | 1,413 | 72 | 5.4% | $2.26万 | 加仓 |
| LITE | LUMENTUM HLDGS INC | $43.64万 | 0.01% | 621 | 621 | — | $43.64万 | 新建仓 |
| DRI | DARDEN RESTAURANTS INC | $43.49万 | 0.01% | 2,218 | 208 | 10.3% | $4.08万 | 加仓 |
| MO | ALTRIA GROUP INC | $43.38万 | 0.01% | 6,411 | -2,196 | -25.5% | -$14.86万 | 减仓 |
| MKTX | MARKETAXESS HLDGS INC | $43.37万 | 0.01% | 2,628 | 282 | 12.0% | $4.65万 | 加仓 |
| SILJ | AMPLIFY ETF TR | $43.33万 | 0.01% | 14,578 | -1 | -0.0% | -$30 | 减仓 |
| FOX | FOX CORP | $43.18万 | 0.01% | 8,131 | 73 | 0.9% | $3,876 | 加仓 |
| A | AGILENT TECHNOLOGIES INC | $43.11万 | 0.01% | 3,773 | 1,558 | 70.3% | $17.80万 | 加仓 |
| FIVE | FIVE BELOW INC | $42.86万 | 0.01% | 1,876 | 1,876 | — | $42.86万 | 新建仓 |
| RING | ISHARES INC | $42.85万 | 0.01% | 5,425 | -1 | -0.0% | -$79 | 减仓 |
| DFEM | DIMENSIONAL ETF TRUST | $42.54万 | 0.01% | 12,312 | 3,505 | 39.8% | $12.11万 | 加仓 |
| IVZ | INVESCO LTD | $42.21万 | 0.01% | 17,377 | -283 | -1.6% | -$6,874 | 减仓 |
| BWA | BORGWARNER INC | $42.17万 | 0.01% | 7,772 | -246 | -3.1% | -$1.33万 | 减仓 |
| EWZ | ISHARES INC | $42.09万 | 0.01% | 10,964 | 10,964 | — | $42.09万 | 新建仓 |
| ITT | ITT INC | $42.08万 | 0.01% | 2,205 | 2,205 | — | $42.08万 | 新建仓 |
| HWM | HOWMET AEROSPACE INC | $41.92万 | 0.01% | 1,819 | 63 | 3.6% | $1.45万 | 加仓 |
| CW | CURTISS WRIGHT CORP | $41.91万 | 0.01% | 615 | 199 | 47.8% | $13.56万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $41.78万 | 0.01% | 5,095 | 808 | 18.8% | $6.63万 | 加仓 |
| SF | STIFEL FINL CORP | $41.68万 | 0.01% | 5,638 | 2,437 | 76.1% | $18.01万 | 加仓 |
| UAL | UNITED AIRLS HLDGS INC | $41.43万 | 0.01% | 4,500 | 1,477 | 48.9% | $13.60万 | 加仓 |
| FIS | FIDELITY NATL INFORMATION SV | $41.43万 | 0.01% | 8,831 | 3,144 | 55.3% | $14.75万 | 加仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $41.35万 | 0.01% | 12,917 | -1,741 | -11.9% | -$5.57万 | 减仓 |
| CTAS | CINTAS CORP | $40.97万 | 0.01% | 2,422 | 874 | 56.5% | $14.78万 | 重新持有 |
| REAL | THE REALREAL INC | $40.93万 | 0.01% | 45,072 | 1,219 | 2.8% | $1.11万 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $40.83万 | 0.01% | 1,446 | 1,446 | — | $40.83万 | 新建仓 |
| AA | ALCOA CORP | $40.74万 | 0.01% | 6,141 | 1,753 | 39.9% | $11.63万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $40.55万 | 0.01% | 2,909 | -1,111 | -27.6% | -$15.49万 | 减仓 |
| WAB | WABTEC | $39.78万 | 0.01% | 1,591 | 180 | 12.8% | $4.50万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $39.76万 | 0.01% | 954 | -33 | -3.3% | -$1.38万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $39.76万 | 0.01% | 1,151 | -302 | -20.8% | -$10.43万 | 减仓 |
| EVRG | EVERGY INC | $39.60万 | 0.01% | 4,834 | -1,275 | -20.9% | -$10.45万 | 减仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $39.54万 | 0.01% | 2,002 | 760 | 61.2% | $15.01万 | 加仓 |
| MUB | ISHARES TR | $39.43万 | 0.01% | 3,715 | -750 | -16.8% | -$7.96万 | 减仓 |
| XPCQX | PIMCO CALIF MUN INCOME FD | $39.19万 | 0.01% | 45,484 | -600 | -1.3% | -$5,170 | 减仓 |
| ES | EVERSOURCE ENERGY | $38.38万 | 0.01% | 5,539 | 1,378 | 33.1% | $9.55万 | 加仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $38.21万 | 0.01% | 7,229 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING IN | $37.93万 | 0.01% | 1,846 | -4,869 | -72.5% | -$100.06万 | 减仓 |
| RBLX | ROBLOX CORP | $37.82万 | 0.01% | 6,686 | -3,921 | -37.0% | -$22.18万 | 减仓 |
| EWJ | ISHARES INC | $37.80万 | 0.01% | 4,477 | 0 | 0.0% | — | 不变 |
| NBH | NEUBERGER MUN FD INC | $37.75万 | 0.01% | 36,997 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PARTNERS L | $37.50万 | 0.01% | 9,908 | -1,866 | -15.8% | -$7.06万 | 减仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $37.45万 | 0.01% | 15,621 | 6,409 | 69.6% | $15.36万 | 加仓 |
| INDY | ISHARES TR | $37.45万 | 0.01% | 8,865 | -1,500 | -14.5% | -$6.34万 | 减仓 |
| CAH | CARDINAL HEALTH INC | $37.39万 | 0.01% | 1,769 | 177 | 11.1% | $3.74万 | 加仓 |
| IYE | ISHARES TR | $37.32万 | 0.01% | 5,762 | 5,762 | — | $37.32万 | 新建仓 |
| DUK | DUKE ENERGY CORP NEW | $37.23万 | 0.01% | 2,843 | -461 | -14.0% | -$6.04万 | 减仓 |
| MELI | MERCADOLIBRE INC | $37.17万 | 0.01% | 215 | 18 | 9.1% | $3.11万 | 加仓 |
| NTRA | NATERA INC | $37.12万 | 0.01% | 1,856 | 45 | 2.5% | $9,001 | 加仓 |
| DGRO | ISHARES TR | $36.87万 | 0.01% | 5,253 | 23 | 0.4% | $1,614 | 加仓 |
| XAR | SPDR SERIES TRUST | $36.83万 | 0.01% | 1,450 | 0 | 0.0% | — | 不变 |
| CHRW | C H ROBINSON WORLDWIDE IN | $36.57万 | 0.01% | 2,190 | -352 | -13.8% | -$5.88万 | 减仓 |
| ARCC | ARES CAPITAL CORP | $36.52万 | 0.01% | 20,266 | -5,177 | -20.3% | -$9.33万 | 减仓 |
| RL | RALPH LAUREN CORP | $36.43万 | 0.01% | 1,056 | 162 | 18.1% | $5.59万 | 加仓 |
| LEN | LENNAR CORP | $36.21万 | 0.01% | 4,170 | 1,802 | 76.1% | $15.65万 | 加仓 |
| KMX | CARMAX INC | $36.20万 | 0.01% | 8,706 | 8,706 | — | $36.20万 | 新建仓 |
| CMCSA | COMCAST CORP NEW | $36.12万 | 0.01% | 12,579 | 4,402 | 53.8% | $12.64万 | 加仓 |
| TW | TRADEWEB MKTS INC | $35.86万 | 0.01% | 3,048 | 3,048 | — | $35.86万 | 新建仓 |
| TSN | TYSON FOODS INC | $35.74万 | 0.01% | 5,578 | 2,096 | 60.2% | $13.43万 | 加仓 |
| IQV | IQVIA HLDGS INC | $35.66万 | 0.01% | 2,091 | -143 | -6.4% | -$2.44万 | 减仓 |
| LVS | LAS VEGAS SANDS CORP | $35.60万 | 0.01% | 6,607 | 1,198 | 22.1% | $6.45万 | 加仓 |
| SITE | SITEONE LANDSCAPE SUPPLY INC | $35.53万 | 0.01% | 2,669 | 2,669 | — | $35.53万 | 新建仓 |
| FISV | FISERV INC | $35.42万 | 0.01% | 6,348 | 2,658 | 72.0% | $14.83万 | 重新持有 |
| IT | GARTNER INC | $35.10万 | 0.01% | 2,217 | 881 | 65.9% | $13.95万 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP | $34.98万 | 0.01% | 1,263 | 1,263 | — | $34.98万 | 新建仓 |
| DGX | QUEST DIAGNOSTICS INC | $34.84万 | 0.01% | 1,777 | -451 | -20.2% | -$8.84万 | 减仓 |