Evoke Wealth, LLC
- SEC CIK
- 0001793432
- 最新申報
- 2026/8/10
2022 年第 2 季持倉
持倉截至 2022/6/30,2022/8/4 申報。只含多頭部位,變化是跟 2022 年第 1 季比股數。
- 持股檔數
- 1,223
- 較 2022 年第 1 季 +44
- 總值
- $27.0 億
- 較 2022 年第 1 季 −$3.51 億 (−11.5%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| BBDBank Bradesco | SP ADR PFD NEW | 2,251 | $7,000 | <0.1% | +204+10.0% | 加碼 | 歷史 |
| DGXQuest Diagnostics Inc | COM | 55 | $7,000 | <0.1% | −3−5.2% | 減碼 | 歷史 |
| AEEAmeren Corp | COM | 72 | $7,000 | <0.1% | −1−1.4% | 減碼 | 歷史 |
| ACCAmerican Campus Communities Inc | COM | 101 | $7,000 | <0.1% | 00.0% | 不變 | 歷史 |
| Granite Real Estate Invt Tr387437114 | UNIT 99/99/9999 | 112 | $7,000 | <0.1% | 00.0% | 不變 | – |
| IPGInterpublic Group of Companies, Inc. | COM | 240 | $7,000 | <0.1% | −50−17.2% | 減碼 | 歷史 |
| CNCCentene Corp | Stock | 100 | $8,000 | <0.1% | −25−20.0% | 減碼 | 歷史 |
| ATRAptargroup, Inc. | Stock | 76 | $8,000 | <0.1% | 00.0% | 不變 | 歷史 |
| RIORio Tinto PLC | ADR | 130 | $8,000 | <0.1% | +1+0.8% | 加碼 | 歷史 |
| ORealty Income Corp | REIT | 112 | $8,000 | <0.1% | −7−5.9% | 減碼 | 歷史 |
| WRBBerkley W R Corp | COM | 116 | $8,000 | <0.1% | 00.0% | 不變 | 歷史 |
| CRLCharles River Laboratories International, Inc. | COM | 36 | $8,000 | <0.1% | +22+157.1% | 加碼 | 歷史 |
| DECKDeckers Outdoor Corp | COM | 30 | $8,000 | <0.1% | 00.0% | 不變 | 歷史 |
| WBSWebster Financial Corp | COM | 183 | $8,000 | <0.1% | +183 | 新進 | 歷史 |
| RACEFerrari N.V. | COM | 41 | $8,000 | <0.1% | 00.0% | 不變 | 歷史 |
| LVSLas Vegas Sands Corp | COM | 245 | $8,000 | <0.1% | −45−15.5% | 減碼 | 歷史 |
| MZTIMarzetti Co | COM | 61 | $8,000 | <0.1% | 00.0% | 不變 | 歷史 |
| STESTERIS plc | SHS USD | 37 | $8,000 | <0.1% | +18+94.7% | 加碼 | 歷史 |
| BBVABanco Bilbao Vizcaya Argentaria, S.A. | SPONSORED ADR | 1,800 | $8,000 | <0.1% | 00.0% | 不變 | 歷史 |
| CIGIColliers International Group Inc. | SUB VTG SHS | 72 | $8,000 | <0.1% | 00.0% | 不變 | 歷史 |
| IPInternational Paper Co | COM | 194 | $8,000 | <0.1% | +16+9.0% | 加碼 | 歷史 |
| EXPDExpeditors International of Washington Inc | COM | 82 | $8,000 | <0.1% | +65+382.4% | 加碼 | 歷史 |
| TALTAL Education Group | SPONSORED ADS | 1,564 | $8,000 | <0.1% | 00.0% | 不變 | 歷史 |
| CRONCronos Group Inc. | COM | 2,850 | $8,000 | <0.1% | 00.0% | 不變 | 歷史 |
| LRCXLam Research Corp | COM | 19 | $8,000 | <0.1% | −10−34.5% | 減碼 | 歷史 |
| LUMNLumen Technologies, Inc. | Stock | 793 | $9,000 | <0.1% | +577+267.1% | 加碼 | 歷史 |
| iShares MSCI Eafe Min Vol Factor ETF46429B689 | ETF | 143 | $9,000 | <0.1% | 00.0% | 不變 | – |
| EQTEQT Corp | Stock | 276 | $9,000 | <0.1% | 00.0% | 不變 | 歷史 |
| WHRWhirlpool Corp | Stock | 59 | $9,000 | <0.1% | +20+51.3% | 加碼 | 歷史 |
| MASMasco Corp | COM | 171 | $9,000 | <0.1% | +43+33.6% | 加碼 | 歷史 |
| CINFCincinnati Financial Corp | COM | 76 | $9,000 | <0.1% | −6−7.3% | 減碼 | 歷史 |
| RMDResmed Inc | COM | 42 | $9,000 | <0.1% | +10+31.3% | 加碼 | 歷史 |
| UTLUnitil Corp | COM | 156 | $9,000 | <0.1% | 00.0% | 不變 | 歷史 |
| FSVFirstService Corp | COM | 72 | $9,000 | <0.1% | 00.0% | 不變 | 歷史 |
| SBACSba Communications Corp | CL A | 28 | $9,000 | <0.1% | −4−12.5% | 減碼 | 歷史 |
| RSGRepublic Services, Inc. | COM | 69 | $9,000 | <0.1% | 00.0% | 不變 | 歷史 |
| TTEKTetra Tech Inc | COM | 68 | $9,000 | <0.1% | 00.0% | 不變 | 歷史 |
| ALGNAlign Technology Inc | COM | 37 | $9,000 | <0.1% | +14+60.9% | 加碼 | 歷史 |
| EPAMEPAM Systems, Inc. | COM | 29 | $9,000 | <0.1% | +6+26.1% | 加碼 | 歷史 |
| DAYDayforce, Inc. | COM | 197 | $9,000 | <0.1% | +26+15.2% | 加碼 | 歷史 |
| CPAYCorpay, Inc. | COM | 41 | $9,000 | <0.1% | −4−8.9% | 減碼 | 歷史 |
| Remark Hldgs Inc75955K102 | COM | 20,000 | $9,000 | <0.1% | 00.0% | 不變 | – |
| SWAVShockwave Medical, Inc. | COM | 48 | $9,000 | <0.1% | 00.0% | 不變 | 歷史 |
| SNVSynovus Financial Corp | COM NEW | 254 | $9,000 | <0.1% | +148+139.6% | 加碼 | 歷史 |
| QGENQiagen N.V. | SHS NEW | 182 | $9,000 | <0.1% | 00.0% | 不變 | 歷史 |
| DELLDell Technologies Inc. | Stock | 221 | $1.00 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| EDConsolidated Edison Inc | Stock | 107 | $1.00 萬 | <0.1% | −3−2.7% | 減碼 | 歷史 |
| CDNSCadence Design Systems Inc | Stock | 68 | $1.00 萬 | <0.1% | −14−17.1% | 減碼 | 歷史 |
| KEYSKeysight Technologies, Inc. | Stock | 69 | $1.00 萬 | <0.1% | +21+43.8% | 加碼 | 歷史 |
| SNPSSynopsys Inc | COM | 34 | $1.00 萬 | <0.1% | −364−91.5% | 減碼 | 歷史 |
| PUMPProPetro Holding Corp. | COM | 1,000 | $1.00 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SQMChemical & Mining Co of Chile Inc | SPON ADR SER B | 116 | $1.00 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LYBLyondellBasell Industries N.V. | SHS - A - | 112 | $1.00 萬 | <0.1% | +11+10.9% | 加碼 | 歷史 |
| ATRCAtriCure, Inc. | COM | 250 | $1.00 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ETSYEtsy Inc | COM | 131 | $1.00 萬 | <0.1% | +36+37.9% | 加碼 | 歷史 |
| EGEverest Group, Ltd. | COM | 34 | $1.00 萬 | <0.1% | −1−2.9% | 減碼 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 72 | $1.00 萬 | <0.1% | 00.0% | 不變 | – |
| TFXTeleflex Inc | COM | 40 | $1.00 萬 | <0.1% | +15+60.0% | 加碼 | 歷史 |
| NATINational Instruments Corp | COM | 307 | $1.00 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Tata MTRS Ltd876568502 | SPONSORED ADR | 369 | $1.00 萬 | <0.1% | 00.0% | 不變 | – |
| DXCDXC Technology Co | Stock | 359 | $1.10 萬 | <0.1% | +58+19.3% | 加碼 | 歷史 |
| FSLRFirst Solar, Inc. | Stock | 160 | $1.10 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 644 | $1.10 萬 | <0.1% | +173+36.7% | 加碼 | 歷史 |
| TSNTyson Foods, Inc. | Stock | 129 | $1.10 萬 | <0.1% | −13−9.2% | 減碼 | 歷史 |
| GPNGlobal Payments Inc | Stock | 98 | $1.10 萬 | <0.1% | −33−25.2% | 減碼 | 歷史 |
| ODFLOld Dominion Freight Line, Inc. | COM | 44 | $1.10 萬 | <0.1% | +8+22.2% | 加碼 | 歷史 |
| IDXXIDEXX Laboratories Inc | COM | 32 | $1.10 萬 | <0.1% | +2+6.7% | 加碼 | 歷史 |
| iShares Tr46429B671 | MSCI CHINA ETF | 196 | $1.10 萬 | <0.1% | +196 | 新進 | – |
| CHRWC. H. Robinson Worldwide, Inc. | COM NEW | 106 | $1.10 萬 | <0.1% | −22−17.2% | 減碼 | 歷史 |
| HLTHilton Worldwide Holdings Inc. | COM | 95 | $1.10 萬 | <0.1% | −7−6.9% | 減碼 | 歷史 |
| ABBNYABB Ltd | SPONSORED ADR | 394 | $1.10 萬 | <0.1% | +10+2.6% | 加碼 | 歷史 |
| VMWVmware LLC | CL A COM | 97 | $1.10 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Sharecare, Inc.81948W112 | EQUITY WRT | 60,000 | $1.10 萬 | <0.1% | 00.0% | 不變 | – |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 290 | $1.20 萬 | <0.1% | 00.0% | 不變 | – |
| FNVFranco Nevada Corp | Stock | 90 | $1.20 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| KRKroger Co | Stock | 254 | $1.20 萬 | <0.1% | −36−12.4% | 減碼 | 歷史 |
| CMICummins Inc | Stock | 64 | $1.20 萬 | <0.1% | +15+30.6% | 加碼 | 歷史 |
| VODVodafone Group Public Ltd Co | ADR | 729 | $1.20 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BMRNBiomarin Pharmaceutical Inc | COM | 150 | $1.20 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BDJBlackRock Enhanced Equity Dividend Trust | COM | 1,411 | $1.20 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AMEAmetek Inc | COM | 109 | $1.20 萬 | <0.1% | +34+45.3% | 加碼 | 歷史 |
| NINisource Inc. | COM | 404 | $1.20 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DTEDte Energy Co | COM | 97 | $1.20 萬 | <0.1% | −10−9.3% | 減碼 | 歷史 |
| Global X FDS37954Y392 | VDEO GAM ESPRT | 550 | $1.20 萬 | <0.1% | 00.0% | 不變 | – |
| MROMarathon Oil Corp | COM | 518 | $1.20 萬 | <0.1% | −354−40.6% | 減碼 | 歷史 |
| Sunpower Corp867652406 | COM | 745 | $1.20 萬 | <0.1% | 00.0% | 不變 | – |
| Lilium N VN52586109 | CLASS A ORD SHS | 5,245 | $1.20 萬 | <0.1% | −4,516−46.3% | 減碼 | – |
| OXYOccidental Petroleum Corp | Stock | 218 | $1.30 萬 | <0.1% | +8+3.8% | 加碼 | 歷史 |
| OGNOrganon & Co. | Stock | 374 | $1.30 萬 | <0.1% | −155−29.3% | 減碼 | 歷史 |
| IVZInvesco Ltd. | Stock | 807 | $1.30 萬 | <0.1% | +143+21.5% | 加碼 | 歷史 |
| COFCapital One Financial Corp | Stock | 126 | $1.30 萬 | <0.1% | −17−11.9% | 減碼 | 歷史 |
| EFXEquifax Inc | COM | 73 | $1.30 萬 | <0.1% | +10+15.9% | 加碼 | 歷史 |
| LYVLive Nation Entertainment, Inc. | COM | 157 | $1.30 萬 | <0.1% | +21+15.4% | 加碼 | 歷史 |
| MRVLMarvell Technology, Inc. | COM | 308 | $1.30 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| INFYInfosys Ltd | SPONSORED ADR | 709 | $1.30 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PEBPebblebrook Hotel Trust | COM | 779 | $1.30 萬 | <0.1% | −302−27.9% | 減碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q233 | BETA DEVE EX ETF | 283 | $1.30 萬 | <0.1% | 00.0% | 不變 | – |
| CPRTCopart Inc | COM | 123 | $1.30 萬 | <0.1% | +47+61.8% | 加碼 | 歷史 |
| SSentinelOne, Inc. | CL A | 570 | $1.30 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 149 | $1.40 萬 | <0.1% | −70−32.0% | 減碼 | 歷史 |
2022 年第 1 季之後清倉(67 檔)
2022 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 1 季股數 | 2022 年第 1 季市值 | 2022 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| RAMPLiveRamp Holdings, Inc. | COM | 53,181 | $198.8 萬 | 0.1% | 歷史 |
| MCABlackRock Muniyield California Quality Fund, Inc. | COM | 103,851 | $137.0 萬 | <0.1% | 歷史 |
| GLBEGlobal-E Online Ltd. | SHS | 12,000 | $40.5 萬 | <0.1% | 歷史 |
| UPSTUpstart Holdings, Inc. | COM | 3,000 | $32.7 萬 | <0.1% | 歷史 |
| BIIBBiogen Inc. | COM | 362 | $7.60 萬 | <0.1% | 歷史 |
| WBDWarner Bros. Discovery, Inc. | COM SER A | 2,248 | $5.60 萬 | <0.1% | 歷史 |
| CERNCERNER Corp | COM | 574 | $5.40 萬 | <0.1% | 歷史 |
| MIMEMimecast Ltd | ORD SHS | 495 | $3.90 萬 | <0.1% | 歷史 |
| NKTRNektar Therapeutics | COM | 5,973 | $3.20 萬 | <0.1% | 歷史 |
| TOSTToast, Inc. | Stock | 921 | $2.00 萬 | <0.1% | 歷史 |
| LOCOEl Pollo Loco Holdings, Inc. | COM | 1,650 | $1.90 萬 | <0.1% | 歷史 |
| BCEBce Inc | COM NEW | 326 | $1.80 萬 | <0.1% | 歷史 |
| SPDR Index Shs FDS78463X863 | ST DOW INTL ETF | 527 | $1.80 萬 | <0.1% | – |
| Discovery Inc25470F302 | COM SER C | 740 | $1.80 萬 | <0.1% | – |
| VCTRVictory Capital Holdings, Inc. | COM CL A | 434 | $1.30 萬 | <0.1% | 歷史 |
| APOApollo Global Management, Inc. | COM | 216 | $1.30 萬 | <0.1% | 歷史 |
| SYBXSynlogic, Inc. | COM | 5,591 | $1.30 萬 | <0.1% | 歷史 |
| ABCLAbCellera Biologics Inc. | COM | 1,200 | $1.20 萬 | <0.1% | 歷史 |
| QRVOQorvo, Inc. | Stock | 89 | $1.10 萬 | <0.1% | 歷史 |
| DNAGinkgo Bioworks Holdings, Inc. | CL A SHS | 1,995 | $8,000 | <0.1% | 歷史 |
| ADPTAdaptive Biotechnologies Corp | COM | 537 | $7,000 | <0.1% | 歷史 |
| SSNCSS&C Technologies Holdings Inc | COM | 98 | $7,000 | <0.1% | 歷史 |
| CELLBruker Cellular Analysis, Inc. | COM | 800 | $6,000 | <0.1% | 歷史 |
| PBCTPeople's United Financial, Inc. | COM | 299 | $6,000 | <0.1% | 歷史 |
| BCRXBiocryst Pharmaceuticals Inc | COM | 227 | $4,000 | <0.1% | 歷史 |
| 51JOB Inc316827104 | SPONSORED ADS | 70 | $4,000 | <0.1% | – |
| HGENHumanigen, Inc | COM NEW | 1,255 | $4,000 | <0.1% | 歷史 |
| DASHDoorDash, Inc. | Stock | 23 | $3,000 | <0.1% | 歷史 |
| ARRYArray Technologies, Inc. | COM SHS | 255 | $3,000 | <0.1% | 歷史 |
| IPGPIpg Photonics Corp | COM | 31 | $3,000 | <0.1% | 歷史 |
| RUNSunrun Inc. | COM | 103 | $3,000 | <0.1% | 歷史 |
| SEERSeer, Inc. | COM CL A | 168 | $3,000 | <0.1% | 歷史 |
| SHLSShoals Technologies Group, Inc. | CL A | 179 | $3,000 | <0.1% | 歷史 |
| ONEM1Life Healthcare Inc | COM | 239 | $3,000 | <0.1% | 歷史 |
| SFTGQShift Technologies, Inc. | CL A | 1,262 | $3,000 | <0.1% | 歷史 |
| TWOU2U, LLC | COM | 233 | $3,000 | <0.1% | 歷史 |
| MGMMGM Resorts International | Stock | 37 | $2,000 | <0.1% | 歷史 |
| SFIXStitch Fix, Inc. | Stock | 180 | $2,000 | <0.1% | 歷史 |
| HMYHarmony Gold Mining Co Ltd | ADR | 363 | $2,000 | <0.1% | 歷史 |
| BBWIBath & Body Works, Inc. | COM | 36 | $2,000 | <0.1% | 歷史 |
| TGTXTG Therapeutics, Inc. | COM | 219 | $2,000 | <0.1% | 歷史 |
| NXHNeighborhood Intelligence, Inc. | COM | 56 | $2,000 | <0.1% | 歷史 |
| ZZillow Group, Inc. | CL C CAP STK | 46 | $2,000 | <0.1% | 歷史 |
| CURICuriosityStream Inc. | COM CL A | 636 | $2,000 | <0.1% | 歷史 |
| NWSNews Corp | CL B | 98 | $2,000 | <0.1% | 歷史 |
| PLBYPlayboy, Inc. | COM | 150 | $2,000 | <0.1% | 歷史 |
| PRPLPurple Innovation, Inc. | COM | 393 | $2,000 | <0.1% | 歷史 |
| ACCDAccolade, Inc. | COM | 123 | $2,000 | <0.1% | 歷史 |
| IVCInvacare Holdings Corp | COM | 1,130 | $2,000 | <0.1% | 歷史 |
| NGNENeurogene Inc. | COM | 892 | $2,000 | <0.1% | 歷史 |
| OTRKOntrak, Inc. | COM | 899 | $2,000 | <0.1% | 歷史 |
| RMORomeo Power, Inc. | COM | 1,103 | $2,000 | <0.1% | 歷史 |
| FIRYFiry Inc. | COM | 586 | $2,000 | <0.1% | 歷史 |
| HRBH&R Block Inc | COM | 23 | $1,000 | <0.1% | 歷史 |
| QFINQfin Holdings, Inc. | AMERICAN DEP | 45 | $1,000 | <0.1% | 歷史 |
| RLXRLX Technology Inc. | SPONSORED ADS | 409 | $1,000 | <0.1% | 歷史 |
| COOCooper Companies, Inc. | COM NEW | 3 | $1,000 | <0.1% | 歷史 |
| Credit Suisse Group225401108 | SPONSORED ADR | 111 | $1,000 | <0.1% | – |
| Dada Nexus Ltd23344D108 | ADS | 113 | $1,000 | <0.1% | – |
| GOCOGoHealth, Inc. | COM CL A | 1,242 | $1,000 | <0.1% | 歷史 |
| VRMVroom, Inc. | COM | 361 | $1,000 | <0.1% | 歷史 |
| VSXYVictoria's Secret & Co. | COMMON STOCK | 6 | $0 | 0.0% | 歷史 |
| ELANElanco Animal Health Inc | COM | 4 | $0 | 0.0% | 歷史 |
| UDRUDR, Inc. | COM | 7 | $0 | 0.0% | 歷史 |
| AIRCApartment Income REIT Corp. | COM | 9 | $0 | 0.0% | 歷史 |
| BKIBlack Knight, Inc. | COM | 2 | $0 | 0.0% | 歷史 |
| LYLTQLoyalty Ventures Inc. | COMMON STOCK | 12 | $0 | 0.0% | 歷史 |