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Evoke Wealth, LLC

SEC CIK
0001793432
最新申報
2026/8/10

2022 年第 1 季持倉

持倉截至 2022/3/31,2022/5/10 申報。只含多頭部位,變化是跟 2021 年第 4 季比股數。

機構總覽
持股檔數
1,179
較 2021 年第 4 季 −21
總值
$30.5 億
較 2021 年第 4 季 −$1.15 億 (−3.6%)
申報日
2022/5/10
SEC
Evoke Wealth, LLC 在 2022 年第 1 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
GPNGlobal Payments IncStock131$1.80 萬<0.1%+49+59.8%加碼歷史
AAgilent Technologies, Inc.COM134$1.80 萬<0.1%+50+59.5%加碼歷史
RRCRange Resources CorpCOM586$1.80 萬<0.1%00.0%不變歷史
HBANHuntington Bancshares IncCOM1,204$1.80 萬<0.1%+337+38.9%加碼歷史
EQHEquitable Holdings, Inc.COM578$1.80 萬<0.1%00.0%不變歷史
NTRSNorthern Trust CorpCOM154$1.80 萬<0.1%+16+11.6%加碼歷史
RCLRoyal Caribbean Cruises LtdCOM213$1.80 萬<0.1%+41+23.8%加碼歷史
NEOGNeogen CorpCOM572$1.80 萬<0.1%00.0%不變歷史
INCYIncyte CorpCOM230$1.80 萬<0.1%+87+60.8%加碼歷史
BCEBce IncCOM NEW326$1.80 萬<0.1%00.0%不變歷史
INFYInfosys LtdSPONSORED ADR709$1.80 萬<0.1%00.0%不變歷史
SPDR Index Shs FDS78463X863ST DOW INTL ETF527$1.80 萬<0.1%+527新進–
Discovery Inc25470F302COM SER C740$1.80 萬<0.1%+128+20.9%加碼–
Sharecare, Inc.81948W112EQUITY WRT60,000$1.80 萬<0.1%00.0%不變–
Vanguard Intermediate-Term Corporate Bond ETF92206C870ETF222$1.90 萬<0.1%00.0%不變–
COFCapital One Financial CorpStock143$1.90 萬<0.1%+17+13.5%加碼歷史
CYTKCytokinetics IncCOM NEW505$1.90 萬<0.1%00.0%不變歷史
HPEHewlett Packard Enterprise CoCOM1,147$1.90 萬<0.1%−1,074−48.4%減碼歷史
FITBFifth Third BancorpCOM432$1.90 萬<0.1%−382−46.9%減碼歷史
LOCOEl Pollo Loco Holdings, Inc.COM1,650$1.90 萬<0.1%+858+108.3%加碼歷史
Tidal ETF Tr886364728SONICSHARES AIR4,089$1.90 萬<0.1%00.0%不變–
TOSTToast, Inc.Stock921$2.00 萬<0.1%00.0%不變歷史
PCARPaccar IncCOM225$2.00 萬<0.1%+45+25.0%加碼歷史
IXOrix CorpSPONSORED ADR204$2.00 萬<0.1%00.0%不變歷史
FCPTFour Corners Property Trust, Inc.COM728$2.00 萬<0.1%00.0%不變歷史
CVECenovus Energy Inc.COM1,180$2.00 萬<0.1%−10,000−89.4%減碼歷史
CNVSCineverse Corp.COM NEW23,994$2.00 萬<0.1%+23,994新進歷史
HIGHartford Insurance Group, Inc.Stock285$2.10 萬<0.1%+19+7.1%加碼歷史
SAPSAP SEADR187$2.10 萬<0.1%00.0%不變歷史
CPTCamden Property TrustREIT127$2.10 萬<0.1%−1−0.8%減碼歷史
J P Morgan Exchange Traded F46641Q225BETA CDA ETF NEW296$2.10 萬<0.1%00.0%不變–
CFGCitizens Financial Group IncCOM461$2.10 萬<0.1%+148+47.3%加碼歷史
SIVBSVB Financial GroupCOM37$2.10 萬<0.1%+10+37.0%加碼歷史
APAAPA CorpStock534$2.20 萬<0.1%+85+18.9%加碼歷史
ORLYO Reilly Automotive IncStock32$2.20 萬<0.1%+8+33.3%加碼歷史
GNTXGentex CorpCOM767$2.20 萬<0.1%00.0%不變歷史
iShares Tr464287788U.S. FINLS ETF262$2.20 萬<0.1%00.0%不變–
MRVLMarvell Technology, Inc.COM308$2.20 萬<0.1%−34−9.9%減碼歷史
NICENICE Ltd.SPONSORED ADR101$2.20 萬<0.1%00.0%不變歷史
SSentinelOne, Inc.CL A570$2.20 萬<0.1%00.0%不變歷史
DDDuPont de Nemours, Inc.COM301$2.20 萬<0.1%−54−15.2%減碼歷史
MROMarathon Oil CorpCOM872$2.20 萬<0.1%+157+22.0%加碼歷史
PIPRPiper Sandler CompaniesCOM168$2.20 萬<0.1%00.0%不變歷史
BF.BBrown Forman CorpStock339$2.30 萬<0.1%+29+9.4%加碼歷史
ARK ETF Tr00214Q302GENOMIC REV ETF491$2.30 萬<0.1%00.0%不變–
TREXTrex Co IncCOM348$2.30 萬<0.1%00.0%不變歷史
SONYSony Group CorpSPONSORED ADR222$2.30 萬<0.1%−142−39.0%減碼歷史
Vanguard Scottsdale FDS92206C730VNG RUS1000IDX109$2.30 萬<0.1%00.0%不變–
J P Morgan Exchange Traded F46641Q217BETABULDRS JAPAN462$2.30 萬<0.1%00.0%不變–
ILMNIllumina, Inc.COM67$2.30 萬<0.1%−1−1.5%減碼歷史
APPHAppHarvest, Inc.COM4,225$2.30 萬<0.1%00.0%不變歷史
DBRGDigitalBridge Group, Inc.CL A COM3,161$2.30 萬<0.1%00.0%不變歷史
SCCOSouthern Copper CorpStock320$2.40 萬<0.1%00.0%不變歷史
AWKAmerican Water Works Company, Inc.Stock145$2.40 萬<0.1%+26+21.8%加碼歷史
EOGEOG Resources IncStock203$2.40 萬<0.1%−7−3.3%減碼歷史
HCAHCA Healthcare, Inc.COM97$2.40 萬<0.1%+33+51.6%加碼歷史
Vanguard Scottsdale FDS92206C680VNG RUS1000GRW341$2.40 萬<0.1%+1+0.3%加碼–
MGAMagna International IncCOM370$2.40 萬<0.1%−271−42.3%減碼歷史
LNCLincoln National CorpCOM364$2.40 萬<0.1%+36+11.0%加碼歷史
CPCanadian Pacific Kansas City LtdCOM290$2.40 萬<0.1%+17+6.2%加碼歷史
VNTVontier CorpStock984$2.50 萬<0.1%−14−1.4%減碼歷史
iShares Tr46432F859CORE 1 5 YR USD518$2.50 萬<0.1%00.0%不變–
TMToyota Motor CorpADS141$2.50 萬<0.1%00.0%不變歷史
EWEdwards Lifesciences CorpStock219$2.60 萬<0.1%+7+3.3%加碼歷史
Invesco Exch Traded FD Tr II46138E354S&P500 LOW VOL386$2.60 萬<0.1%00.0%不變–
MOSMosaic CoCOM397$2.60 萬<0.1%+56+16.4%加碼歷史
iShares Tr464288356CALIF MUN BD ETF452$2.60 萬<0.1%00.0%不變–
BEBloom Energy CorpCOM CL A1,097$2.60 萬<0.1%00.0%不變歷史
ADSKAutodesk, Inc.COM123$2.60 萬<0.1%−42−25.5%減碼歷史
TXNMTXNM Energy IncCOM550$2.60 萬<0.1%00.0%不變歷史
PEBPebblebrook Hotel TrustCOM1,081$2.60 萬<0.1%00.0%不變歷史
IQVIQVIA Holdings Inc.Stock115$2.70 萬<0.1%+23+25.0%加碼歷史
ROPRoper Technologies IncStock58$2.70 萬<0.1%+15+34.9%加碼歷史
PAASPan American Silver CorpStock990$2.70 萬<0.1%00.0%不變歷史
SRESempraStock158$2.70 萬<0.1%+30+23.4%加碼歷史
TDGTransDigm Group INCCOM41$2.70 萬<0.1%+1+2.5%加碼歷史
AJGArthur J. Gallagher & Co.COM154$2.70 萬<0.1%−34−18.1%減碼歷史
TRGPTarga Resources Corp.COM358$2.70 萬<0.1%00.0%不變歷史
AOSSmith A O CorpCOM426$2.70 萬<0.1%00.0%不變歷史
SPGSimon Property Group Inc.REIT213$2.80 萬<0.1%−1,971−90.2%減碼歷史
MRNAModerna, Inc.Stock161$2.80 萬<0.1%+24+17.5%加碼歷史
MRSHMarsh & McLennan Companies, Inc.Stock168$2.90 萬<0.1%−128−43.2%減碼歷史
TWLOTwilio IncCL A174$2.90 萬<0.1%+125+255.1%加碼歷史
CSXCSX CorpStock805$3.00 萬<0.1%−641−44.3%減碼歷史
iShares Russell Top 200 Growth ETF464289438ETF187$3.00 萬<0.1%00.0%不變–
SPOTSpotify Technology S.A.Stock200$3.00 萬<0.1%00.0%不變歷史
CUBECubeSmartREIT563$3.00 萬<0.1%−4−0.7%減碼歷史
SLABSilicon Laboratories Inc.Stock200$3.00 萬<0.1%00.0%不變歷史
VRNSVaronis Systems IncCOM625$3.00 萬<0.1%00.0%不變歷史
AMHAmerican Homes 4 RentCL A744$3.00 萬<0.1%+2+0.3%加碼歷史
RFRegions Financial CorpCOM1,348$3.00 萬<0.1%+160+13.5%加碼歷史
iShares Tr4642874571 3 YR TREAS BD360$3.00 萬<0.1%00.0%不變–
JJacobs Solutions Inc.COM220$3.00 萬<0.1%+5+2.3%加碼歷史
FANGDiamondback Energy, Inc.Stock225$3.10 萬<0.1%+46+25.7%加碼歷史
LOPEGrand Canyon Education, Inc.COM317$3.10 萬<0.1%00.0%不變歷史
BNYBank of New York Mellon CorpStock646$3.20 萬<0.1%+52+8.8%加碼歷史
MDLZMondelez International, Inc.Stock505$3.20 萬<0.1%−97,494−99.5%減碼歷史
ZBHZimmer Biomet Holdings, Inc.Stock249$3.20 萬<0.1%+23+10.2%加碼歷史
State Street Industrial Select Sector SPDR ETF81369Y704ETF313$3.20 萬<0.1%00.0%不變–
EVTEaton Vance Tax-Advantaged Dividend Income FundCOM1,095$3.20 萬<0.1%00.0%不變歷史

2021 年第 4 季之後清倉(116 檔)

2021 年第 4 季季末還持有、這份申報已經沒有的部位。

依上一季市值列出前 100 檔,共 116 檔。

Evoke Wealth, LLC 在 2021 年第 4 季之後清倉的部位
證券類別2021 年第 4 季股數2021 年第 4 季市值2021 年第 4 季佔組合 %紀錄
iShares Tr46429B7470-5 YR TIPS ETF216,000$2,287 萬0.7%–
CLNEClean Energy Fuels Corp.COM287,018$175.9 萬0.1%歷史
Royal Dutch Shell PLC780259206SPONS ADR A22,249$96.6 萬<0.1%–
BUDAnheuser-Busch InBev SA/NVADR10,112$61.2 萬<0.1%歷史
KORCorvus Gold ULCCOM144,063$46.4 萬<0.1%歷史
INFOIHS Markit Ltd.SHS3,379$44.9 萬<0.1%歷史
MYIBlackRock Muniyield Quality Fund III, Inc.COM19,500$28.9 萬<0.1%歷史
Power & Digital Infra Acq Co739190106COM CL A25,000$27.4 萬<0.1%–
NZFNuveen Municipal Credit Income FundCOM SH BEN INT14,308$24.5 萬<0.1%歷史
EIMEaton Vance Municipal Bond FundCOM18,000$24.4 萬<0.1%歷史
MFMAberdeen Municipal Income FundSH BEN INT33,350$23.3 萬<0.1%歷史
EOTEaton Vance National Municipal Opportunities TrustCOM SHS10,453$23.1 萬<0.1%歷史
MMUWestern Asset Managed Municipals Fund Inc.COM17,000$22.2 萬<0.1%歷史
ZYMEZymeworks Inc.COM12,179$20.0 萬<0.1%歷史
Alps ETF Tr00162Q858SECTR DIV DOGS3,630$19.5 萬<0.1%–
SUSuncor Energy IncStock7,000$17.5 萬<0.1%歷史
iShares Core High Dividend ETF46429B663ETF1,500$15.1 萬<0.1%–
BTTBlackRock Municipal 2030 Target Term TrustCOM SHS BEN IN4,000$10.4 萬<0.1%歷史
INGING Groep NVSPONSORED ADR7,257$10.1 萬<0.1%歷史
SPDR Series Trust78468R408ST TERM HIGH ETF3,300$9.00 萬<0.1%–
RXRXRecursion Pharmaceuticals, Inc.CL A4,480$7.70 萬<0.1%歷史
PUBMPubMatic, Inc.COM CL A1,785$6.10 萬<0.1%歷史
TPLTexas Pacific Land CorpStock47$5.90 萬<0.1%歷史
CHWYChewy, Inc.CL A1,000$5.90 萬<0.1%歷史
LULUlululemon athletica inc.Stock125$4.90 萬<0.1%歷史
ProShares Tr74347B425SHORT S&P 500 NE3,000$4.10 萬<0.1%–
XLNXXilinx IncCOM178$3.80 萬<0.1%歷史
iShares Tr464288513IBOXX HI YD ETF375$3.30 萬<0.1%–
Chiron Real Estate Inc.37954A204COM NEW1,840$3.30 萬<0.1%–
XYZBlock, Inc.CL A195$3.10 萬<0.1%歷史
PTRAQProterra IncCOM3,415$3.00 萬<0.1%歷史
CLVSClovis Oncology, Inc.COM10,000$2.70 萬<0.1%歷史
MCFEMcAfee Corp.COM CL A1,030$2.70 萬<0.1%歷史
WCNWaste Connections, Inc.COM186$2.50 萬<0.1%歷史
Royal Dutch Shell PLC780259107SPON ADR B546$2.40 萬<0.1%–
SPDR Series Trust78468R622ST BLOO HIGH ETF210$2.30 萬<0.1%–
IAGIamgold CorpCOM6,000$1.90 萬<0.1%歷史
VXXBarclays Bank PLCETF1,000$1.90 萬<0.1%歷史
MCWMister Car Wash, Inc.COM1,000$1.80 萬<0.1%歷史
Vanguard Total International Bond ETF92203J407ETF311$1.70 萬<0.1%–
AFRMAffirm Holdings, Inc.COM CL A160$1.60 萬<0.1%歷史
TDOCTeladoc Health, Inc.COM170$1.60 萬<0.1%歷史
Global X FDS37954Y814FINTECH ETF372$1.60 萬<0.1%–
ProShares Tr74347B235PSHS SHORT DOW30375$1.20 萬<0.1%–
RYAAYRyanair Holdings PLCSPONSORED ADR109$1.10 萬<0.1%歷史
Vanguard Emerging Markets Government Bond ETF921946885ETF118$9,000<0.1%–
UBSUBS Group AGStock424$8,000<0.1%歷史
CCEPCoca-Cola Europacific Partners plcSHS150$8,000<0.1%歷史
CIBGrupo Cibest S.A.SPON ADR PREF243$8,000<0.1%歷史
TTETotalEnergies SESPONSORED ADS140$7,000<0.1%歷史
Westpac Banking Corp961214301SPONSORED ADR476$7,000<0.1%–
HEI.AHeico CorpCL A44$6,000<0.1%歷史
Carnival Corp Ltd.14365C103ADR350$6,000<0.1%–
CALXCalix, IncCOM63$5,000<0.1%歷史
CROXCrocs, Inc.COM42$5,000<0.1%歷史
APPSDigital Turbine, Inc.COM NEW87$5,000<0.1%歷史
TCOMTrip.com Group LtdADS151$4,000<0.1%歷史
RGENRepligen CorpCOM15$4,000<0.1%歷史
AEOAmerican Eagle Outfitters IncCOM147$4,000<0.1%歷史
NTRANatera, Inc.COM39$4,000<0.1%歷史
Vanguard Malvern FDS922020805STRM INFPROIDX74$4,000<0.1%–
AZTAAzenta, Inc.COM35$4,000<0.1%歷史
FOXFFox Factory Holding CorpCOM21$4,000<0.1%歷史
NOAHNoah Holdings LtdSPON ADS131$4,000<0.1%歷史
KTBKontoor Brands, Inc.Stock65$3,000<0.1%歷史
HELEHelen of Troy LtdStock11$3,000<0.1%歷史
MMSIMerit Medical Systems IncCOM48$3,000<0.1%歷史
AXONAxon Enterprise, Inc.COM20$3,000<0.1%歷史
ZDZiff Davis, Inc.COM30$3,000<0.1%歷史
UCTTUltra Clean Holdings, Inc.COM45$3,000<0.1%歷史
PDDPDD Holdings Inc.SPONSORED ADS60$3,000<0.1%歷史
HALOHalozyme Therapeutics, Inc.COM85$3,000<0.1%歷史
RHRHCOM5$3,000<0.1%歷史
CRNCCerence Inc.COM33$3,000<0.1%歷史
EVHEvolent Health, Inc.CL A117$3,000<0.1%歷史
MARAMARA Holdings, Inc.COM80$3,000<0.1%歷史
FMBIFirst Midwest Bancorp IncCOM127$3,000<0.1%歷史
Sailpoint Technologies Holdings, Inc.78781P105COM68$3,000<0.1%–
ARCTArcturus Therapeutics Holdings Inc.COM58$2,000<0.1%歷史
CASSCass Information Systems IncCOM58$2,000<0.1%歷史
FIVNFive9, Inc.COM15$2,000<0.1%歷史
WKWorkiva IncCOM CL A18$2,000<0.1%歷史
GHGuardant Health, Inc.COM22$2,000<0.1%歷史
NTGRNetgear, Inc.COM56$2,000<0.1%歷史
JACKJack in the Box IncCOM26$2,000<0.1%歷史
EDITEditas Medicine, Inc.COM63$2,000<0.1%歷史
ENREnergizer Holdings, Inc.COM49$2,000<0.1%歷史
IOVAIovance Biotherapeutics, Inc.COM92$2,000<0.1%歷史
BIGGQFormer BL Stores IncCOM52$2,000<0.1%歷史
DEAEasterly Government Properties, Inc.COM81$2,000<0.1%歷史
FBRXForte Biosciences, Inc.COM858$2,000<0.1%歷史
HRHealthcare Realty Trust IncCOM72$2,000<0.1%歷史
PRTKParatek Pharmaceuticals, Inc.COM468$2,000<0.1%歷史
RVNCRevance Therapeutics, Inc.COM115$2,000<0.1%歷史
SENSSenseonics Holdings, Inc.COM735$2,000<0.1%歷史
VBIVVBI Vaccines Inc/BCCOM NEW744$2,000<0.1%歷史
ZNGAZynga IncCL A330$2,000<0.1%歷史
MNDTMandiant, Inc.Stock133$2,000<0.1%歷史
FLSFlowserve CorpCOM27$1,000<0.1%歷史
ATHMAutohome Inc.SP ADS RP CL A17$1,000<0.1%歷史