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 |
|---|---|---|---|---|---|---|---|---|
| GLDM | WORLD GOLD TR | $6.93亿 | 12.44% | 7,472,647 | 97,862 | 1.3% | $907.08万 | 加仓 |
| IVV | ISHARES TR | $4.59亿 | 8.24% | 702,776 | 74,157 | 11.8% | $4,844.01万 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $2.77亿 | 4.97% | 10,392,695 | 1,360,179 | 15.1% | $3,619.44万 | 加仓 |
| GUNR | FLEXSHARES TR | $2.68亿 | 4.81% | 4,859,753 | 313,717 | 6.9% | $1,730.46万 | 加仓 |
| RPAR | TIDAL TRUST I | $2.37亿 | 4.27% | 10,669,231 | 150,184 | 1.4% | $334.31万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $2.08亿 | 3.74% | 648,887 | 16,419 | 2.6% | $526.74万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1.45亿 | 2.60% | 2,257,880 | 213,623 | 10.4% | $1,368.90万 | 加仓 |
| OEF | ISHARES TR | $1.29亿 | 2.31% | 404,867 | -3,971 | -1.0% | -$126.31万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1.16亿 | 2.08% | 664,098 | -13,594 | -2.0% | -$237.09万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $1.16亿 | 2.07% | 2,312,674 | 447,353 | 24.0% | $2,234.53万 | 加仓 |
| TIP | ISHARES TR | $1.15亿 | 2.07% | 1,042,055 | 10,272 | 1.0% | $113.36万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $1.14亿 | 2.06% | 2,537,064 | 134,302 | 5.6% | $605.97万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $1.14亿 | 2.05% | 2,935,091 | 253,757 | 9.5% | $988.64万 | 加仓 |
| ACWI | ISHARES TR | $1.10亿 | 1.98% | 794,905 | -16,014 | -2.0% | -$221.59万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $1.07亿 | 1.92% | 178,473 | 6,936 | 4.0% | $414.46万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $1.02亿 | 1.83% | 1,885,136 | 183,379 | 10.8% | $991.16万 | 加仓 |
| AAPL | APPLE INC | $1.02亿 | 1.82% | 400,044 | -1,561 | -0.4% | -$39.62万 | 减仓 |
| MBB | ISHARES TR | $8,414.09万 | 1.51% | 886,160 | 49,374 | 5.9% | $468.81万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $7,969.84万 | 1.43% | 122,209 | -613 | -0.5% | -$39.98万 | 减仓 |
| NVDA | NVIDIA CORPORATION 看跌期权 | $7,546.29万 | 1.36% | 432,700 | 0 | 0.0% | — | 不变 |
| DFAE | DIMENSIONAL ETF TRUST | $7,211.18万 | 1.30% | 2,129,704 | 109,979 | 5.4% | $372.39万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $7,161.11万 | 1.29% | 364,990 | 3,010 | 0.8% | $59.06万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $6,654.07万 | 1.20% | 481,063 | 2,874 | 0.6% | $39.75万 | 加仓 |
| AGG | ISHARES TR | $6,050.42万 | 1.09% | 609,491 | -7,315 | -1.2% | -$72.62万 | 减仓 |
| EMXC | ISHARES INC | $5,720.02万 | 1.03% | 727,182 | 1,220 | 0.2% | $9.60万 | 加仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $5,717.69万 | 1.03% | 570,798 | 55,688 | 10.8% | $557.83万 | 加仓 |
| GOOGL | ALPHABET INC | $5,313.01万 | 0.95% | 184,761 | -22,657 | -10.9% | -$651.53万 | 减仓 |
| IVE | ISHARES TR | $5,230.74万 | 0.94% | 247,726 | 2,414 | 1.0% | $50.97万 | 加仓 |
| MSFT | MICROSOFT CORP | $4,479.17万 | 0.80% | 121,002 | -10,923 | -8.3% | -$404.34万 | 减仓 |
| — | TIDAL TRUST I | $4,138.81万 | 0.74% | 2,549,846 | 70,717 | 2.9% | $114.79万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $3,933.50万 | 0.71% | 182,902 | 3,162 | 1.8% | $68.00万 | 加仓 |
| AMZN | AMAZON COM INC | $3,310.27万 | 0.59% | 158,941 | 6,643 | 4.4% | $138.35万 | 加仓 |
| GOOG | ALPHABET INC | $3,242.12万 | 0.58% | 113,021 | -5,667 | -4.8% | -$162.56万 | 减仓 |
| STIP | ISHARES TR | $3,169.97万 | 0.57% | 306,484 | 50,819 | 19.9% | $525.62万 | 加仓 |
| AVTM | AMERICAN CENTY ETF TR | $2,935.86万 | 0.53% | 624,484 | 624,484 | — | $2,935.86万 | 新建仓 |
| LTPZ | PIMCO ETF TR | $2,712.52万 | 0.49% | 531,554 | -131,917 | -19.9% | -$673.17万 | 减仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $2,661.76万 | 0.48% | 90,192 | -657 | -0.7% | -$19.39万 | 减仓 |
| GLD | SPDR GOLD TR | $2,362.30万 | 0.42% | 54,900 | -720 | -1.3% | -$30.98万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $1,995.85万 | 0.36% | 434,920 | 89,698 | 26.0% | $411.62万 | 加仓 |
| GOOG | ALPHABET INC 看跌期权 | $1,942.04万 | 0.35% | 67,700 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC 看跌期权 | $1,845.05万 | 0.33% | 72,700 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TR | $1,815.36万 | 0.33% | 205,916 | -785 | -0.4% | -$6.92万 | 减仓 |
| META | META PLATFORMS INC | $1,722.20万 | 0.31% | 30,101 | 201 | 0.7% | $11.50万 | 加仓 |
| GOOGL | ALPHABET INC 看跌期权 | $1,656.35万 | 0.30% | 57,600 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $1,622.34万 | 0.29% | 66,369 | -12,394 | -15.7% | -$302.96万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $1,616.22万 | 0.29% | 182,211 | 44,000 | 31.8% | $390.28万 | 加仓 |
| IGOV | ISHARES TR | $1,556.66万 | 0.28% | 379,118 | 50,094 | 15.2% | $205.69万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $1,537.03万 | 0.28% | 258,106 | 3,322 | 1.3% | $19.78万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,466.95万 | 0.26% | 30,612 | -117 | -0.4% | -$5.61万 | 减仓 |
| SLV | ISHARES SILVER TR | $1,368.30万 | 0.25% | 200,806 | -9,801 | -4.7% | -$66.78万 | 减仓 |
| AVGO | BROADCOM INC | $1,273.42万 | 0.23% | 41,142 | 3,009 | 7.9% | $93.13万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $1,199.00万 | 0.22% | 227,168 | 58,991 | 35.1% | $311.36万 | 加仓 |
| LLY | ELI LILLY & CO | $1,159.19万 | 0.21% | 12,603 | 1,383 | 12.3% | $127.20万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $1,156.54万 | 0.21% | 39,316 | 720 | 1.9% | $21.18万 | 加仓 |
| IWM | ISHARES TR | $1,031.76万 | 0.19% | 41,603 | 6,958 | 20.1% | $172.56万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $982.94万 | 0.18% | 45,948 | -4,184 | -8.3% | -$89.51万 | 减仓 |
| VTEC | VANGUARD CALIF TAX FREE FDS | $940.67万 | 0.17% | 94,940 | -5,083 | -5.1% | -$50.36万 | 减仓 |
| CVX | CHEVRON CORPORATION | $917.55万 | 0.16% | 44,347 | 1,179 | 2.7% | $24.39万 | 加仓 |
| J | JACOBS SOLUTIONS INC | $903.79万 | 0.16% | 71,007 | 56,746 | 397.9% | $722.27万 | 加仓 |
| QQQ | INVESCO QQQ TR | $890.65万 | 0.16% | 15,431 | -8,556 | -35.7% | -$493.84万 | 减仓 |
| TLT | ISHARES TR | $885.18万 | 0.16% | 102,108 | -28,147 | -21.6% | -$244.01万 | 减仓 |
| — | EXXON MOBIL CORP | $867.85万 | 0.16% | 51,152 | 4,414 | 9.4% | $74.89万 | 加仓 |
| TSLA | TESLA INC | $847.95万 | 0.15% | 22,809 | 6,339 | 38.5% | $235.66万 | 加仓 |
| LRCX | LAM RESEARCH CORP 看跌期权 | $837.55万 | 0.15% | 39,200 | 0 | 0.0% | — | 不变 |
| VSGX | VANGUARD WORLD FD | $819.60万 | 0.15% | 114,262 | 62 | 0.1% | $4,447 | 加仓 |
| MA | MASTERCARD INCORPORATED | $792.73万 | 0.14% | 15,865 | -16,496 | -51.0% | -$824.25万 | 减仓 |
| GNR | SPDR INDEX SHS FDS | $788.95万 | 0.14% | 105,657 | -171 | -0.2% | -$1.28万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $783.60万 | 0.14% | 101,621 | 3,932 | 4.0% | $30.32万 | 加仓 |
| ESGV | VANGUARD WORLD FD | $748.85万 | 0.13% | 66,700 | 46 | 0.1% | $5,164 | 加仓 |
| ADI | ANALOG DEVICES INC | $743.20万 | 0.13% | 23,360 | -7,218 | -23.6% | -$229.64万 | 减仓 |
| AGI | ALAMOS GOLD INC | $724.69万 | 0.13% | 163,108 | 132 | 0.1% | $5,865 | 加仓 |
| MCO | MOODYS CORP | $680.53万 | 0.12% | 15,599 | -6,310 | -28.8% | -$275.28万 | 减仓 |
| ORCL | ORACLE CORP | $676.25万 | 0.12% | 45,968 | -9,065 | -16.5% | -$133.36万 | 减仓 |
| XME | SPDR SERIES TRUST | $675.16万 | 0.12% | 62,508 | 1,477 | 2.4% | $15.95万 | 加仓 |
| TJX | TJX COS INC NEW | $661.92万 | 0.12% | 41,447 | -26,326 | -38.8% | -$420.43万 | 减仓 |
| GDX | VANECK ETF TRUST | $637.64万 | 0.11% | 69,482 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $618.88万 | 0.11% | 20,476 | -7,954 | -28.0% | -$240.41万 | 减仓 |
| PEP | PEPSICO INC | $610.54万 | 0.11% | 39,315 | -6,824 | -14.8% | -$105.97万 | 减仓 |
| AZO | AUTOZONE INC | $600.57万 | 0.11% | 1,778 | -792 | -30.8% | -$267.52万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $590.37万 | 0.11% | 6,978 | -107 | -1.5% | -$9.05万 | 减仓 |
| NFLX | NETFLIX INC. | $588.45万 | 0.11% | 61,201 | 3,092 | 5.3% | $29.73万 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD | $586.00万 | 0.11% | 28,869 | 83 | 0.3% | $1.68万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $574.51万 | 0.10% | 8 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $538.56万 | 0.10% | 37,286 | 2,516 | 7.2% | $36.34万 | 加仓 |
| LIN | LINDE PLC | $533.19万 | 0.10% | 10,755 | -2,213 | -17.1% | -$109.71万 | 减仓 |
| WMT | WALMART INC | $530.52万 | 0.10% | 42,602 | -1,896 | -4.3% | -$23.61万 | 减仓 |
| ABBV | ABBVIE INC | $527.20万 | 0.09% | 24,240 | -5,717 | -19.1% | -$124.34万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $526.80万 | 0.09% | 5,286 | 338 | 6.8% | $33.68万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $518.44万 | 0.09% | 27,013 | 2,160 | 8.7% | $41.46万 | 加仓 |
| IWB | ISHARES TR | $513.14万 | 0.09% | 14,391 | -106 | -0.7% | -$3.78万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $511.88万 | 0.09% | 38,516 | 172 | 0.4% | $2.29万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $506.34万 | 0.09% | 131,790 | 10,979 | 9.1% | $42.18万 | 加仓 |
| IWR | ISHARES TR | $474.89万 | 0.09% | 48,842 | -9,946 | -16.9% | -$96.71万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $445.96万 | 0.08% | 16,481 | -2,706 | -14.1% | -$73.22万 | 减仓 |
| ESGE | ISHARES INC | $445.07万 | 0.08% | 97,881 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $437.78万 | 0.08% | 18,527 | -8,555 | -31.6% | -$202.15万 | 减仓 |
| CME | CME GROUP INC | $437.50万 | 0.08% | 14,812 | -6,077 | -29.1% | -$179.49万 | 减仓 |
| IWF | ISHARES TR | $430.30万 | 0.08% | 10,091 | -12 | -0.1% | -$5,117 | 减仓 |
| SNOW | SNOWFLAKE INC | $423.85万 | 0.08% | 28,103 | 23 | 0.1% | $3,469 | 加仓 |
| DOCS | DOXIMITY INC | $421.31万 | 0.08% | 180,820 | -48,615 | -21.2% | -$113.27万 | 减仓 |