Evoke Wealth, LLC
- SEC CIK
- 0001793432
- 最新申報
- 2026/8/10
2021 年第 4 季持倉
持倉截至 2021/12/31，2022/2/9 申報。只含多頭部位，變化是跟 2021 年第 3 季比股數。
- 持股檔數
- 1,200
- 較 2021 年第 3 季 +4
- 總值
- $31.7 億
- 較 2021 年第 3 季 +$5.07 億 (+19.0%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| LEGLeggett & Platt Inc | Stock | 12 | $0 | 0.0% | 00.0% | 不變 | 歷史 |
| GENGen Digital Inc. | Stock | 17 | $0 | 0.0% | 00.0% | 不變 | 歷史 |
| BROBrown & Brown, Inc. | Stock | 6 | $0 | 0.0% | +6 | 新進 | 歷史 |
| ESEversource Energy | Stock | 5 | $0 | 0.0% | +5 | 新進 | 歷史 |
| AVNSAvanos Medical, Inc. | Stock | 5 | $0 | 0.0% | 00.0% | 不變 | 歷史 |
| iShares Tr464288281 | JPMORGAN USD EMG | 1 | $0 | 0.0% | 00.0% | 不變 | – |
| ESGREnstar Group LTD | SHS | 1 | $0 | 0.0% | 00.0% | 不變 | 歷史 |
| ATOAtmos Energy Corp | COM | 4 | $0 | 0.0% | +4 | 新進 | 歷史 |
| JXNJackson Financial Inc. | COM CL A | 5 | $0 | 0.0% | −14−73.7% | 減碼 | 歷史 |
| PPLPPL Corp | COM | 13 | $0 | 0.0% | −2,622−99.5% | 減碼 | 歷史 |
| SLVMSylvamo Corp | COMMON STOCK | 9 | $0 | 0.0% | +9 | 新進 | 歷史 |
| CBOECboe Global Markets, Inc. | COM | 3 | $0 | 0.0% | +3 | 新進 | 歷史 |
| MPWRMonolithic Power Systems, Inc. | COM | 1 | $0 | 0.0% | 00.0% | 不變 | 歷史 |
| ELANElanco Animal Health Inc | COM | 4 | $0 | 0.0% | 00.0% | 不變 | 歷史 |
| UPWKUpwork, Inc | COM | 4 | $0 | 0.0% | 00.0% | 不變 | 歷史 |
| UDRUDR, Inc. | COM | 7 | $0 | 0.0% | +7 | 新進 | 歷史 |
| CLDXCelldex Therapeutics, Inc. | COM NEW | 8 | $0 | 0.0% | 00.0% | 不變 | 歷史 |
| ASIXAdvanSix Inc. | COM | 6 | $0 | 0.0% | 00.0% | 不變 | 歷史 |
| ALLOAllogene Therapeutics, Inc. | COM | 32 | $0 | 0.0% | 00.0% | 不變 | 歷史 |
| BBBLACKBERRY Ltd | COM | 7 | $0 | 0.0% | 00.0% | 不變 | 歷史 |
| AEGAegon Ltd. | NY REGISTRY SHS | 8 | $0 | 0.0% | +1+14.3% | 加碼 | 歷史 |
| AIRCApartment Income REIT Corp. | COM | 9 | $0 | 0.0% | 00.0% | 不變 | 歷史 |
| BKTIBK Technologies Corp | COM | 1 | $0 | 0.0% | 00.0% | 不變 | 歷史 |
| DOYUDouYu International Holdings Ltd | SPONSORED ADS | 20 | $0 | 0.0% | 00.0% | 不變 | 歷史 |
| DKNGDraftKings Inc. | COM CL A | 5 | $0 | 0.0% | −2,665−99.8% | 減碼 | 歷史 |
| ETF Managers Tr26924G508 | ETFMG ALTR HRVST | 10 | $0 | 0.0% | −6,300−99.8% | 減碼 | – |
| BATRAAtlanta Braves Holdings, Inc. | COM A BRAVES GRP | 4 | $0 | 0.0% | 00.0% | 不變 | 歷史 |
| BATRKAtlanta Braves Holdings, Inc. | COM C BRAVES GRP | 8 | $0 | 0.0% | 00.0% | 不變 | 歷史 |
| FLYYSpirit Aviation Holdings, Inc. | COM | 10 | $0 | 0.0% | 00.0% | 不變 | 歷史 |
| Getnet Adquirencia E Servico37428A103 | SPONSORED ADS | 86 | $0 | 0.0% | +86 | 新進 | – |
| LYLTQLoyalty Ventures Inc. | COMMON STOCK | 12 | $0 | 0.0% | +12 | 新進 | 歷史 |
| ADNTAdient plc | Stock | 16 | $1,000 | <0.1% | 00.0% | 不變 | 歷史 |
| DELLDell Technologies Inc. | Stock | 21 | $1,000 | <0.1% | 00.0% | 不變 | 歷史 |
| TERTeradyne, Inc | Stock | 5 | $1,000 | <0.1% | 00.0% | 不變 | 歷史 |
| ONLOrion Properties Inc. | REIT | 28 | $1,000 | <0.1% | +28 | 新進 | 歷史 |
| AESAES Corp | Stock | 56 | $1,000 | <0.1% | 00.0% | 不變 | 歷史 |
| First Trust Dow Jones Internet Index Fund33733E302 | ETF | 5 | $1,000 | <0.1% | 00.0% | 不變 | – |
| LNTAlliant Energy Corp | Stock | 17 | $1,000 | <0.1% | +7+70.0% | 加碼 | 歷史 |
| LWLamb Weston Holdings, Inc. | Stock | 18 | $1,000 | <0.1% | 00.0% | 不變 | 歷史 |
| CECelanese Corp | Stock | 8 | $1,000 | <0.1% | 00.0% | 不變 | 歷史 |
| EXPEExpedia Group, Inc. | Stock | 5 | $1,000 | <0.1% | 00.0% | 不變 | 歷史 |
| TDCTeradata Corp | Stock | 24 | $1,000 | <0.1% | 00.0% | 不變 | 歷史 |
| HMYHarmony Gold Mining Co Ltd | ADR | 224 | $1,000 | <0.1% | +224 | 新進 | 歷史 |
| BTIBritish American Tobacco p.l.c. | SPONSORED ADR | 19 | $1,000 | <0.1% | 00.0% | 不變 | 歷史 |
| NOVNOV Inc. | COM | 60 | $1,000 | <0.1% | −8−11.8% | 減碼 | 歷史 |
| CPBCAMPBELL'S Co | COM | 22 | $1,000 | <0.1% | +10+83.3% | 加碼 | 歷史 |
| DBDeutsche Bank Aktiengesellschaft | NAMEN AKT | 85 | $1,000 | <0.1% | 00.0% | 不變 | 歷史 |
| MKTXMarketaxess Holdings Inc | COM | 3 | $1,000 | <0.1% | 00.0% | 不變 | 歷史 |
| TGTXTG Therapeutics, Inc. | COM | 65 | $1,000 | <0.1% | 00.0% | 不變 | 歷史 |
| MHKMohawk Industries Inc | COM | 5 | $1,000 | <0.1% | 00.0% | 不變 | 歷史 |
| PSOPearson PLC | SPONSORED ADR | 106 | $1,000 | <0.1% | 00.0% | 不變 | 歷史 |
| REGRegency Centers Corp | COM | 16 | $1,000 | <0.1% | 00.0% | 不變 | 歷史 |
| FLSFlowserve Corp | COM | 27 | $1,000 | <0.1% | 00.0% | 不變 | 歷史 |
| HRLHormel Foods Corp | COM | 21 | $1,000 | <0.1% | −4−16.0% | 減碼 | 歷史 |
| AVYAvery Dennison Corp | COM | 4 | $1,000 | <0.1% | 00.0% | 不變 | 歷史 |
| FOXAFox Corp | CL A COM | 26 | $1,000 | <0.1% | 00.0% | 不變 | 歷史 |
| HSTHost Hotels & Resorts, Inc. | COM | 32 | $1,000 | <0.1% | 00.0% | 不變 | 歷史 |
| HRBH&R Block Inc | COM | 23 | $1,000 | <0.1% | 00.0% | 不變 | 歷史 |
| TAPMolson Coors Beverage Co | CL B | 17 | $1,000 | <0.1% | 00.0% | 不變 | 歷史 |
| HIIHuntington Ingalls Industries, Inc. | COM | 6 | $1,000 | <0.1% | 00.0% | 不變 | 歷史 |
| SANBanco Santander, S.A. | ADR | 373 | $1,000 | <0.1% | 00.0% | 不變 | 歷史 |
| UHSUniversal Health Services Inc | CL B | 9 | $1,000 | <0.1% | 00.0% | 不變 | 歷史 |
| FOXFox Corp | CL B COM | 43 | $1,000 | <0.1% | 00.0% | 不變 | 歷史 |
| IBNIcici Bank Ltd | ADR | 67 | $1,000 | <0.1% | 00.0% | 不變 | 歷史 |
| CFCF Industries Holdings, Inc. | COM | 15 | $1,000 | <0.1% | 00.0% | 不變 | 歷史 |
| TLKPerusahaan Perseroan Persero PT Telekomunikasi Indonesia TBK | SPONSORED ADR | 37 | $1,000 | <0.1% | 00.0% | 不變 | 歷史 |
| LDOSLeidos Holdings, Inc. | COM | 7 | $1,000 | <0.1% | 00.0% | 不變 | 歷史 |
| WSTWest Pharmaceutical Services Inc | COM | 3 | $1,000 | <0.1% | 00.0% | 不變 | 歷史 |
| LLoews Corp | COM | 14 | $1,000 | <0.1% | 00.0% | 不變 | 歷史 |
| GRMNGarmin Ltd | SHS | 8 | $1,000 | <0.1% | 00.0% | 不變 | 歷史 |
| WITWipro Ltd | SPON ADR 1 SH | 72 | $1,000 | <0.1% | 00.0% | 不變 | 歷史 |
| ALRSAlerus Financial Corp | COM | 20 | $1,000 | <0.1% | 00.0% | 不變 | 歷史 |
| ATHMAutohome Inc. | SP ADS RP CL A | 17 | $1,000 | <0.1% | +17 | 新進 | 歷史 |
| CCSIConsensus Cloud Solutions, Inc. | COM | 10 | $1,000 | <0.1% | +10 | 新進 | 歷史 |
| HCMHUTCHMED (China) Ltd | SPONSORED ADS | 28 | $1,000 | <0.1% | 00.0% | 不變 | 歷史 |
| MNKDMannkind Corp | COM NEW | 200 | $1,000 | <0.1% | 00.0% | 不變 | 歷史 |
| VYXNCR Voyix Corp | COM | 24 | $1,000 | <0.1% | 00.0% | 不變 | 歷史 |
| NATNordic American Tankers Ltd | COM | 564 | $1,000 | <0.1% | 00.0% | 不變 | 歷史 |
| ZLABZai Lab Ltd | ADR | 9 | $1,000 | <0.1% | 00.0% | 不變 | 歷史 |
| ARNCArconic Corp | COM | 29 | $1,000 | <0.1% | 00.0% | 不變 | 歷史 |
| ATOSAtossa Therapeutics, Inc. | COM | 775 | $1,000 | <0.1% | +775 | 新進 | 歷史 |
| BTXBlackRock Technology & Private Equity Term Trust | SHS BEN INT | 100 | $1,000 | <0.1% | 00.0% | 不變 | 歷史 |
| BRF SA10552T107 | SPONSORED ADR | 183 | $1,000 | <0.1% | 00.0% | 不變 | – |
| CAJPYCanon Inc | SPONSORED ADR | 43 | $1,000 | <0.1% | 00.0% | 不變 | 歷史 |
| China Southern Airlines Co L169409109 | SPON ADR CL H | 27 | $1,000 | <0.1% | 00.0% | 不變 | – |
| CTXSCitrix Systems Inc | COM | 6 | $1,000 | <0.1% | 00.0% | 不變 | 歷史 |
| COOCooper Companies, Inc. | COM NEW | 3 | $1,000 | <0.1% | 00.0% | 不變 | 歷史 |
| EVBGEverbridge, Inc. | COM | 16 | $1,000 | <0.1% | 00.0% | 不變 | 歷史 |
| HFCHollyFrontier Corp | COM | 16 | $1,000 | <0.1% | 00.0% | 不變 | 歷史 |
| JNPRJuniper Networks Inc | COM | 22 | $1,000 | <0.1% | 00.0% | 不變 | 歷史 |
| FWONKLiberty Media Corp | COM SER C FRMLA | 20 | $1,000 | <0.1% | 00.0% | 不變 | 歷史 |
| FWONALiberty Media Corp | COM SER A FRMLA | 10 | $1,000 | <0.1% | 00.0% | 不變 | 歷史 |
| LULufax Holding Ltd | ADS REP SHS CL A | 117 | $1,000 | <0.1% | +117 | 新進 | 歷史 |
| PAVMPAVmed Inc. | COM | 525 | $1,000 | <0.1% | 00.0% | 不變 | 歷史 |
| Petrochina Co Ltd71646E100 | SPONSORED ADR | 22 | $1,000 | <0.1% | 00.0% | 不變 | – |
| TCRRTCR2 Therapeutics Inc. | COM | 295 | $1,000 | <0.1% | +295 | 新進 | 歷史 |
| TELFYTelefonica S A | SPONSORED ADR | 223 | $1,000 | <0.1% | 00.0% | 不變 | 歷史 |
| VMWVmware LLC | CL A COM | 9 | $1,000 | <0.1% | +9 | 新進 | 歷史 |
| WRKWestRock Co | COM | 14 | $1,000 | <0.1% | 00.0% | 不變 | 歷史 |
| YPFYpf Sociedad Anonima | SPON ADR CL D | 188 | $1,000 | <0.1% | −610−76.4% | 減碼 | 歷史 |
2021 年第 3 季之後清倉（70 檔）
2021 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2021 年第 3 季股數 | 2021 年第 3 季市值 | 2021 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| ProShares Tr74347B201 | PSHS ULTSH 20YRS | 1,000,000 | $1,835 萬 | 0.7% | – |
| RCIRogers Communications Inc | CL B | 87,000 | $409.2 萬 | 0.2% | 歷史 |
| PCIPIMCO Dynamic Credit & Mortgage Income Fund | COM SHS | 22,111 | $46.7 萬 | <0.1% | 歷史 |
| FXCInvesco CurrencyShares Canadian Dollar Trust | CDN DLR SHS | 3,600 | $27.8 萬 | <0.1% | 歷史 |
| DNTHDianthus Therapeutics, Inc. | COM | 18,100 | $13.1 萬 | <0.1% | 歷史 |
| URGNUroGen Pharma Ltd. | COM | 7,147 | $12.0 萬 | <0.1% | 歷史 |
| SPDR Series Trust78468R101 | ST SHO TREAS ETF | 3,117 | $9.50 萬 | <0.1% | – |
| KKRKKR & Co. Inc. | COM | 972 | $5.90 萬 | <0.1% | 歷史 |
| BYNDBeyond Meat, Inc. | COM | 500 | $5.20 萬 | <0.1% | 歷史 |
| VIRTVirtu Financial, Inc. | CL A | 1,800 | $4.30 萬 | <0.1% | 歷史 |
| NTNXNutanix, Inc. | Stock | 1,099 | $4.10 萬 | <0.1% | 歷史 |
| iShares Tr464288646 | ISHS 1-5YR INVS | 460 | $2.50 萬 | <0.1% | – |
| iShares Inc464286806 | MSCI GERMANY ETF | 700 | $2.30 萬 | <0.1% | – |
| HHCHoward Hughes Corp | COM | 270 | $2.30 萬 | <0.1% | 歷史 |
| PINSPinterest, Inc. | CL A | 379 | $1.90 萬 | <0.1% | 歷史 |
| CABOCable One, Inc. | COM | 11 | $1.90 萬 | <0.1% | 歷史 |
| NVTAInvitae Corp | COM | 685 | $1.90 萬 | <0.1% | 歷史 |
| SMMTSummit Therapeutics Inc. | COM | 3,200 | $1.60 萬 | <0.1% | 歷史 |
| ContextLogic Inc.21077C107 | COM CL A | 3,000 | $1.60 萬 | <0.1% | – |
| BBIOBridgeBio Pharma, Inc. | COM | 330 | $1.50 萬 | <0.1% | 歷史 |
| DMDesktop Metal, Inc. | COM CL A | 2,000 | $1.40 萬 | <0.1% | 歷史 |
| DASHDoorDash, Inc. | Stock | 60 | $1.20 萬 | <0.1% | 歷史 |
| PDMPiedmont Realty Trust, Inc. | COM CL A | 724 | $1.20 萬 | <0.1% | 歷史 |
| COURCoursera, Inc. | COM | 386 | $1.20 萬 | <0.1% | 歷史 |
| AATAmerican Assets Trust, Inc. | COM | 340 | $1.20 萬 | <0.1% | 歷史 |
| Global X FDS37954Y483 | NASDAQ 100 COVER | 500 | $1.10 萬 | <0.1% | – |
| SGMOQSangamo Therapeutics, Inc | COM | 1,250 | $1.10 萬 | <0.1% | 歷史 |
| DINDine Brands Global, Inc. | COM | 100 | $8,000 | <0.1% | 歷史 |
| SKMSK Telecom Co Ltd | SPONSORED ADR | 286 | $8,000 | <0.1% | 歷史 |
| KSUKansas City Southern | COM NEW | 26 | $7,000 | <0.1% | 歷史 |
| CNQCanadian Natural Resources Ltd | COM | 173 | $6,000 | <0.1% | 歷史 |
| WPPWPP plc | ADR | 103 | $6,000 | <0.1% | 歷史 |
| ETF Managers Tr26924G201 | PRIME CYBR SCRTY | 100 | $6,000 | <0.1% | – |
| FNFabrinet | SHS | 50 | $5,000 | <0.1% | 歷史 |
| NOKNokia Corp | SPONSORED ADR | 1,000 | $5,000 | <0.1% | 歷史 |
| NNDMNano Dimension Ltd. | SPONSORD ADS NEW | 1,000 | $5,000 | <0.1% | 歷史 |
| Vedanta Limited92242Y100 | SPONSORED ADR | 352 | $5,000 | <0.1% | – |
| Social Capital Hedosopha HLDG8251L105 | SHS CL A | 500 | $5,000 | <0.1% | – |
| RPAIRetail Properties of America, Inc. | CL A | 329 | $4,000 | <0.1% | 歷史 |
| GDDYGoDaddy Inc. | CL A | 57 | $3,000 | <0.1% | 歷史 |
| UGPUltrapar Holdings Inc | SP ADR REP COM | 1,321 | $3,000 | <0.1% | 歷史 |
| XLRNAcceleron Pharma Inc | COM | 20 | $3,000 | <0.1% | 歷史 |
| STMPStamps.com Inc | COM NEW | 11 | $3,000 | <0.1% | 歷史 |
| CMPSCOMPASS Pathways plc | SPONSORED ADS | 100 | $2,000 | <0.1% | 歷史 |
| VIPSVipshop Holdings Ltd | SPONSORED ADS A | 230 | $2,000 | <0.1% | 歷史 |
| CSIQCanadian Solar Inc. | COM | 84 | $2,000 | <0.1% | 歷史 |
| NVAXNovavax Inc | COM NEW | 11 | $2,000 | <0.1% | 歷史 |
| GOEVCanoo Inc. | COM CL A | 267 | $2,000 | <0.1% | 歷史 |
| DBX ETF Tr233051754 | XTRACK CSI 500 A | 62 | $2,000 | <0.1% | – |
| SNFIStark Novus Financial Inc. | COM CL A | 262 | $2,000 | <0.1% | 歷史 |
| RAPTRAPT Therapeutics, Inc. | COM | 80 | $2,000 | <0.1% | 歷史 |
| DCHDauch Corp | COM | 216 | $1,000 | <0.1% | 歷史 |
| BZUNBaozun Inc. | SPONSORED ADR | 104 | $1,000 | <0.1% | 歷史 |
| CHGGChegg, Inc | COM | 26 | $1,000 | <0.1% | 歷史 |
| AMEDAmedisys Inc | COM | 9 | $1,000 | <0.1% | 歷史 |
| AQBAquabounty Technologies Inc | COM NEW | 442 | $1,000 | <0.1% | 歷史 |
| FUVArcimoto Inc | COM | 170 | $1,000 | <0.1% | 歷史 |
| FSRFisker Inc. | CL A COM STK | 135 | $1,000 | <0.1% | 歷史 |
| NVRONevro Corp | COM | 16 | $1,000 | <0.1% | 歷史 |
| WKHSWorkhorse Group Inc. | COM NEW | 171 | $1,000 | <0.1% | 歷史 |
| SPRUSpruce Power Holding Corp | COM CL A | 310 | $1,000 | <0.1% | 歷史 |
| MFGMizuho Financial Group Inc | SPONSORED ADR | 263 | $0 | 0.0% | 歷史 |
| WBWEIBO Corp | SPONSORED ADR | 20 | $0 | 0.0% | 歷史 |
| PRGOPERRIGO Co plc | SHS | 13 | $0 | 0.0% | 歷史 |
| HRIHerc Holdings Inc | COM | 2 | $0 | 0.0% | 歷史 |
| DBTXDecibel Therapeutics, Inc. | COM | 100 | $0 | 0.0% | 歷史 |
| 51JOB Inc316827104 | SPONSORED ADS | 11 | $0 | 0.0% | – |
| FLFoot Locker, Inc. | COM | 1 | $0 | 0.0% | 歷史 |
| KNDIKandi Technologies Group, Inc. | COM | 73 | $0 | 0.0% | 歷史 |
| UVXYProShares Trust II | ULTRA VIX SHORT | 2 | $0 | 0.0% | 歷史 |