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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。

機構總覽
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%)
申報日
2022/2/9
SEC
Evoke Wealth, LLC 在 2021 年第 4 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
IPGInterpublic Group of Companies, Inc.COM240$9,000<0.1%00.0%不變歷史
SWAVShockwave Medical, Inc.COM48$9,000<0.1%00.0%不變歷史
KDKyndryl Holdings, Inc.Stock529$1.00 萬<0.1%+529新進歷史
KRKroger CoStock230$1.00 萬<0.1%+10+4.5%加碼歷史
State Street SPDR S&P Biotech ETF78464A870ETF87$1.00 萬<0.1%−48−35.6%減碼–
TSNTyson Foods, Inc.Stock110$1.00 萬<0.1%+5+4.8%加碼歷史
RRCRange Resources CorpCOM586$1.00 萬<0.1%00.0%不變歷史
SYFSynchrony FinancialCOM205$1.00 萬<0.1%+179+688.5%加碼歷史
MZTIMarzetti CoCOM61$1.00 萬<0.1%00.0%不變歷史
CHRWC. H. Robinson Worldwide, Inc.COM NEW96$1.00 萬<0.1%00.0%不變歷史
WHWyndham Hotels & Resorts, Inc.COM112$1.00 萬<0.1%00.0%不變歷史
INCYIncyte CorpCOM143$1.00 萬<0.1%00.0%不變歷史
KALAKALA BIO, Inc.COM8,000$1.00 萬<0.1%00.0%不變歷史
QGENQiagen N.V.SHS NEW182$1.00 萬<0.1%00.0%不變歷史
PGRProgressive CorpStock105$1.10 萬<0.1%+4+4.0%加碼歷史
iShares MSCI Eafe Min Vol Factor ETF46429B689ETF143$1.10 萬<0.1%00.0%不變–
CMICummins IncStock49$1.10 萬<0.1%00.0%不變歷史
VODVodafone Group Public Ltd CoADR729$1.10 萬<0.1%−12,800−94.6%減碼歷史
HALHalliburton CoStock484$1.10 萬<0.1%00.0%不變歷史
GPNGlobal Payments IncStock82$1.10 萬<0.1%−64−43.8%減碼歷史
DGDollar General CorpCOM47$1.10 萬<0.1%00.0%不變歷史
APHAmphenol CorpCL A130$1.10 萬<0.1%00.0%不變歷史
FBINFortune Brands Innovations, Inc.COM103$1.10 萬<0.1%00.0%不變歷史
DECKDeckers Outdoor CorpCOM30$1.10 萬<0.1%00.0%不變歷史
RACEFerrari N.V.COM41$1.10 萬<0.1%00.0%不變歷史
RYAAYRyanair Holdings PLCSPONSORED ADR109$1.10 萬<0.1%00.0%不變歷史
IDXXIDEXX Laboratories IncCOM16$1.10 萬<0.1%00.0%不變歷史
BBVABanco Bilbao Vizcaya Argentaria, S.A.SPONSORED ADR1,800$1.10 萬<0.1%−1,154−39.1%減碼歷史
NINisource Inc.COM404$1.10 萬<0.1%+16+4.1%加碼歷史
CIGIColliers International Group Inc.SUB VTG SHS72$1.10 萬<0.1%00.0%不變歷史
DTEDte Energy CoCOM92$1.10 萬<0.1%+3+3.4%加碼歷史
OKTAOkta, Inc.CL A51$1.10 萬<0.1%00.0%不變歷史
BPOPPopular, Inc.COM NEW132$1.10 萬<0.1%00.0%不變歷史
LOCOEl Pollo Loco Holdings, Inc.COM792$1.10 萬<0.1%+792新進歷史
LBRDKLiberty Broadband CorpCOM SER C68$1.10 萬<0.1%00.0%不變歷史
CRONCronos Group Inc.COM2,850$1.10 萬<0.1%00.0%不變歷史
FNVFranco Nevada CorpStock90$1.20 萬<0.1%00.0%不變歷史
APAAPA CorpStock449$1.20 萬<0.1%00.0%不變歷史
PLTRPalantir Technologies Inc.Stock686$1.20 萬<0.1%−7,000−91.1%減碼歷史
CCJCameco CorpStock559$1.20 萬<0.1%00.0%不變歷史
MTCHMatch Group, Inc.COM89$1.20 萬<0.1%00.0%不變歷史
TTEKTetra Tech IncCOM68$1.20 萬<0.1%00.0%不變歷史
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT72$1.20 萬<0.1%00.0%不變–
MROMarathon Oil CorpCOM715$1.20 萬<0.1%−34−4.5%減碼歷史
ProShares Tr74347B235PSHS SHORT DOW30375$1.20 萬<0.1%00.0%不變–
STORStore Capital LLCCOM344$1.20 萬<0.1%+4+1.2%加碼歷史
Tata MTRS Ltd876568502SPONSORED ADR369$1.20 萬<0.1%00.0%不變–
Vanguard Ftse All-World Ex-US Small-Cap ETF922042718ETF95$1.30 萬<0.1%+2+2.2%加碼–
AAgilent Technologies, Inc.COM84$1.30 萬<0.1%00.0%不變歷史
EFXEquifax IncCOM46$1.30 萬<0.1%00.0%不變歷史
BAPCredicorp LtdCOM110$1.30 萬<0.1%−59−34.9%減碼歷史
DOVDOVER CorpCOM74$1.30 萬<0.1%00.0%不變歷史
MOSMosaic CoCOM341$1.30 萬<0.1%00.0%不變歷史
MTBM&T Bank CorpCOM84$1.30 萬<0.1%00.0%不變歷史
RCLRoyal Caribbean Cruises LtdCOM172$1.30 萬<0.1%00.0%不變歷史
TWLOTwilio IncCL A49$1.30 萬<0.1%−100−67.1%減碼歷史
SSNCSS&C Technologies Holdings IncCOM159$1.30 萬<0.1%+159新進歷史
GDRXGoodRx Holdings, Inc.COM CL A393$1.30 萬<0.1%+128+48.3%加碼歷史
NATHNathans Famous, Inc.COM231$1.30 萬<0.1%00.0%不變歷史
NATINational Instruments CorpCOM307$1.30 萬<0.1%+1+0.3%加碼歷史
FSLRFirst Solar, Inc.Stock160$1.40 萬<0.1%−67−29.5%減碼歷史
ProShares Bitcoin ETF74347G440ETF495$1.40 萬<0.1%+495新進–
STTState Street CorpCOM153$1.40 萬<0.1%00.0%不變歷史
EXRExtra Space Storage Inc.COM61$1.40 萬<0.1%+1+1.7%加碼歷史
FSVFirstService CorpCOM72$1.40 萬<0.1%00.0%不變歷史
CBRECbre Group, Inc.CL A128$1.40 萬<0.1%00.0%不變歷史
HBANHuntington Bancshares IncCOM867$1.40 萬<0.1%00.0%不變歷史
BDJBlackRock Enhanced Equity Dividend TrustCOM1,411$1.40 萬<0.1%00.0%不變歷史
PUKPrudential PLCADR404$1.40 萬<0.1%00.0%不變歷史
LYVLive Nation Entertainment, Inc.COM118$1.40 萬<0.1%00.0%不變歷史
Discovery Inc25470F302COM SER C612$1.40 萬<0.1%00.0%不變–
SYBXSynlogic, Inc.COM5,591$1.40 萬<0.1%00.0%不變歷史
State Street Real Estate Select Sector SPDR ETF81369Y860ETF290$1.50 萬<0.1%00.0%不變–
IVZInvesco Ltd.Stock668$1.50 萬<0.1%+1+0.1%加碼歷史
FNFFidelity National Financial, Inc.COM SHS292$1.50 萬<0.1%+289+9,633.3%加碼歷史
ADPTAdaptive Biotechnologies CorpCOM537$1.50 萬<0.1%00.0%不變歷史
CFGCitizens Financial Group IncCOM313$1.50 萬<0.1%00.0%不變歷史
J P Morgan Exchange Traded F46641Q233BETA DEVE EX ETF283$1.50 萬<0.1%00.0%不變–
ABBNYABB LtdSPONSORED ADR384$1.50 萬<0.1%00.0%不變歷史
CELLBruker Cellular Analysis, Inc.COM800$1.50 萬<0.1%+300+60.0%加碼歷史
OGNOrganon & Co.Stock517$1.60 萬<0.1%+1+0.2%加碼歷史
HCAHCA Healthcare, Inc.COM64$1.60 萬<0.1%00.0%不變歷史
PCARPaccar IncCOM180$1.60 萬<0.1%00.0%不變歷史
Global X FDS37954Y392VDEO GAM ESPRT550$1.60 萬<0.1%00.0%不變–
iShares Tr464288885EAFE GRWTH ETF145$1.60 萬<0.1%+145新進–
AFRMAffirm Holdings, Inc.COM CL A160$1.60 萬<0.1%+160新進歷史
TDOCTeladoc Health, Inc.COM170$1.60 萬<0.1%−453−72.7%減碼歷史
APPHAppHarvest, Inc.COM4,225$1.60 萬<0.1%+4,225新進歷史
Global X FDS37954Y814FINTECH ETF372$1.60 萬<0.1%+372新進–
LRCXLam Research CorpCOM22$1.60 萬<0.1%00.0%不變歷史
Sunpower Corp867652406COM745$1.60 萬<0.1%+745新進–
VTRSViatris IncStock1,282$1.70 萬<0.1%+1+0.1%加碼歷史
Vanguard Total International Bond ETF92203J407ETF311$1.70 萬<0.1%00.0%不變–
ORLYO Reilly Automotive IncStock24$1.70 萬<0.1%00.0%不變歷史
SRESempraStock128$1.70 萬<0.1%+3+2.4%加碼歷史
Vanguard Scottsdale FDS92206C706INTER TERM TREAS251$1.70 萬<0.1%00.0%不變–
NDAQNasdaq, Inc.COM80$1.70 萬<0.1%00.0%不變歷史
ATRCAtriCure, Inc.COM250$1.70 萬<0.1%00.0%不變歷史
NTRSNorthern Trust CorpCOM138$1.70 萬<0.1%00.0%不變歷史
BCEBce IncCOM NEW326$1.70 萬<0.1%−1,635−83.4%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。

Evoke Wealth, LLC 在 2021 年第 3 季之後清倉的部位
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 Tr74347B201PSHS ULTSH 20YRS1,000,000$1,835 萬0.7%–
RCIRogers Communications IncCL B87,000$409.2 萬0.2%歷史
PCIPIMCO Dynamic Credit & Mortgage Income FundCOM SHS22,111$46.7 萬<0.1%歷史
FXCInvesco CurrencyShares Canadian Dollar TrustCDN DLR SHS3,600$27.8 萬<0.1%歷史
DNTHDianthus Therapeutics, Inc.COM18,100$13.1 萬<0.1%歷史
URGNUroGen Pharma Ltd.COM7,147$12.0 萬<0.1%歷史
SPDR Series Trust78468R101ST SHO TREAS ETF3,117$9.50 萬<0.1%–
KKRKKR & Co. Inc.COM972$5.90 萬<0.1%歷史
BYNDBeyond Meat, Inc.COM500$5.20 萬<0.1%歷史
VIRTVirtu Financial, Inc.CL A1,800$4.30 萬<0.1%歷史
NTNXNutanix, Inc.Stock1,099$4.10 萬<0.1%歷史
iShares Tr464288646ISHS 1-5YR INVS460$2.50 萬<0.1%–
iShares Inc464286806MSCI GERMANY ETF700$2.30 萬<0.1%–
HHCHoward Hughes CorpCOM270$2.30 萬<0.1%歷史
PINSPinterest, Inc.CL A379$1.90 萬<0.1%歷史
CABOCable One, Inc.COM11$1.90 萬<0.1%歷史
NVTAInvitae CorpCOM685$1.90 萬<0.1%歷史
SMMTSummit Therapeutics Inc.COM3,200$1.60 萬<0.1%歷史
LOGCContextLogic Inc.COM CL A3,000$1.60 萬<0.1%歷史
BBIOBridgeBio Pharma, Inc.COM330$1.50 萬<0.1%歷史
DMDesktop Metal, Inc.COM CL A2,000$1.40 萬<0.1%歷史
DASHDoorDash, Inc.Stock60$1.20 萬<0.1%歷史
PDMPiedmont Realty Trust, Inc.COM CL A724$1.20 萬<0.1%歷史
COURCoursera, Inc.COM386$1.20 萬<0.1%歷史
AATAmerican Assets Trust, Inc.COM340$1.20 萬<0.1%歷史
Global X FDS37954Y483NASDAQ 100 COVER500$1.10 萬<0.1%–
SGMOQSangamo Therapeutics, IncCOM1,250$1.10 萬<0.1%歷史
DINDine Brands Global, Inc.COM100$8,000<0.1%歷史
SKMSK Telecom Co LtdSPONSORED ADR286$8,000<0.1%歷史
KSUKansas City SouthernCOM NEW26$7,000<0.1%歷史
CNQCanadian Natural Resources LtdCOM173$6,000<0.1%歷史
WPPWPP plcADR103$6,000<0.1%歷史
ETF Managers Tr26924G201PRIME CYBR SCRTY100$6,000<0.1%–
FNFabrinetSHS50$5,000<0.1%歷史
NOKNokia CorpSPONSORED ADR1,000$5,000<0.1%歷史
NNDMNano Dimension Ltd.SPONSORD ADS NEW1,000$5,000<0.1%歷史
Vedanta Limited92242Y100SPONSORED ADR352$5,000<0.1%–
Social Capital Hedosopha HLDG8251L105SHS CL A500$5,000<0.1%–
RPAIRetail Properties of America, Inc.CL A329$4,000<0.1%歷史
GDDYGoDaddy Inc.CL A57$3,000<0.1%歷史
UGPUltrapar Holdings IncSP ADR REP COM1,321$3,000<0.1%歷史
XLRNAcceleron Pharma IncCOM20$3,000<0.1%歷史
STMPStamps.com IncCOM NEW11$3,000<0.1%歷史
CMPSCOMPASS Pathways plcSPONSORED ADS100$2,000<0.1%歷史
VIPSVipshop Holdings LtdSPONSORED ADS A230$2,000<0.1%歷史
CSIQCanadian Solar Inc.COM84$2,000<0.1%歷史
NVAXNovavax IncCOM NEW11$2,000<0.1%歷史
GOEVCanoo Inc.COM CL A267$2,000<0.1%歷史
DBX ETF Tr233051754XTRACK CSI 500 A62$2,000<0.1%–
SNFIStark Novus Financial Inc.COM CL A262$2,000<0.1%歷史
RAPTRAPT Therapeutics, Inc.COM80$2,000<0.1%歷史
DCHDauch CorpCOM216$1,000<0.1%歷史
BZUNBaozun Inc.SPONSORED ADR104$1,000<0.1%歷史
CHGGChegg, IncCOM26$1,000<0.1%歷史
AMEDAmedisys IncCOM9$1,000<0.1%歷史
AQBAquabounty Technologies IncCOM NEW442$1,000<0.1%歷史
FUVArcimoto IncCOM170$1,000<0.1%歷史
FSRFisker Inc.CL A COM STK135$1,000<0.1%歷史
NVRONevro CorpCOM16$1,000<0.1%歷史
WKHSWorkhorse Group Inc.COM NEW171$1,000<0.1%歷史
SPRUSpruce Power Holding CorpCOM CL A310$1,000<0.1%歷史
MFGMizuho Financial Group IncSPONSORED ADR263$00.0%歷史
WBWEIBO CorpSPONSORED ADR20$00.0%歷史
PRGOPERRIGO Co plcSHS13$00.0%歷史
HRIHerc Holdings IncCOM2$00.0%歷史
DBTXDecibel Therapeutics, Inc.COM100$00.0%歷史
51JOB Inc316827104SPONSORED ADS11$00.0%–
FLFoot Locker, Inc.COM1$00.0%歷史
KNDIKandi Technologies Group, Inc.COM73$00.0%歷史
UVXYProShares Trust IIULTRA VIX SHORT2$00.0%歷史