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 |
|---|---|---|---|---|---|---|---|
| WDSWoodside Energy Group Ltd | ADR | 669 | $1.40 萬 | <0.1% | +669 | 新進 | 歷史 |
| ENPHEnphase Energy, Inc. | Stock | 72 | $1.40 萬 | <0.1% | −1−1.4% | 減碼 | 歷史 |
| APHAmphenol Corp | CL A | 220 | $1.40 萬 | <0.1% | +38+20.9% | 加碼 | 歷史 |
| PTONPeloton Interactive, Inc. | CL A COM | 1,500 | $1.40 萬 | <0.1% | −42−2.7% | 減碼 | 歷史 |
| ELSEquity Lifestyle Properties Inc | COM | 200 | $1.40 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| EXRExtra Space Storage Inc. | COM | 79 | $1.40 萬 | <0.1% | +4+5.3% | 加碼 | 歷史 |
| DOVDOVER Corp | COM | 117 | $1.40 萬 | <0.1% | +27+30.0% | 加碼 | 歷史 |
| EQHEquitable Holdings, Inc. | COM | 543 | $1.40 萬 | <0.1% | −35−6.1% | 減碼 | 歷史 |
| NEOGNeogen Corp | COM | 572 | $1.40 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NATHNathans Famous, Inc. | COM | 231 | $1.40 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| FERGFerguson Enterprises Inc. | SHS | 129 | $1.40 萬 | <0.1% | +1+0.8% | 加碼 | 歷史 |
| Tidal ETF Tr886364728 | SONICSHARES AIR | 4,089 | $1.40 萬 | <0.1% | 00.0% | 不變 | – |
| WABWestinghouse Air Brake Technologies Corp | Stock | 180 | $1.50 萬 | <0.1% | +172+2,150.0% | 加碼 | 歷史 |
| MCHPMicrochip Technology Inc | Stock | 263 | $1.50 萬 | <0.1% | +119+82.6% | 加碼 | 歷史 |
| ALBAlbemarle Corp | Stock | 70 | $1.50 萬 | <0.1% | +3+4.5% | 加碼 | 歷史 |
| ARK ETF Tr00214Q302 | GENOMIC REV ETF | 491 | $1.50 萬 | <0.1% | 00.0% | 不變 | – |
| RRCRange Resources Corp | COM | 586 | $1.50 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MTCHMatch Group, Inc. | COM | 213 | $1.50 萬 | <0.1% | +159+294.4% | 加碼 | 歷史 |
| PCARPaccar Inc | COM | 183 | $1.50 萬 | <0.1% | −42−18.7% | 減碼 | 歷史 |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 251 | $1.50 萬 | <0.1% | 00.0% | 不變 | – |
| CBRECbre Group, Inc. | CL A | 207 | $1.50 萬 | <0.1% | +59+39.9% | 加碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E800 | CHINA TECHNLGY | 300 | $1.50 萬 | <0.1% | 00.0% | 不變 | – |
| ITRIItron, Inc. | COM | 300 | $1.50 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LNCLincoln National Corp | COM | 328 | $1.50 萬 | <0.1% | −36−9.9% | 減碼 | 歷史 |
| TWLOTwilio Inc | CL A | 174 | $1.50 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| APPHAppHarvest, Inc. | COM | 4,225 | $1.50 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SIVBSVB Financial Group | COM | 37 | $1.50 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DBRGDigitalBridge Group, Inc. | CL A COM | 3,161 | $1.50 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Sports Entertainment Gaming Global Corp54570M108 | COM | 13,246 | $1.50 萬 | <0.1% | +13,246 | 新進 | – |
| SCCOSouthern Copper Corp | Stock | 320 | $1.60 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AAgilent Technologies, Inc. | COM | 131 | $1.60 萬 | <0.1% | −3−2.2% | 減碼 | 歷史 |
| DGDollar General Corp | COM | 65 | $1.60 萬 | <0.1% | −3−4.4% | 減碼 | 歷史 |
| NDAQNasdaq, Inc. | COM | 106 | $1.60 萬 | <0.1% | +9+9.3% | 加碼 | 歷史 |
| BPOPPopular, Inc. | COM NEW | 212 | $1.60 萬 | <0.1% | +80+60.6% | 加碼 | 歷史 |
| EMNEastman Chemical Co | Stock | 189 | $1.70 萬 | <0.1% | +147+350.0% | 加碼 | 歷史 |
| SPGSimon Property Group Inc. | REIT | 181 | $1.70 萬 | <0.1% | −32−15.0% | 減碼 | 歷史 |
| MRNAModerna, Inc. | Stock | 119 | $1.70 萬 | <0.1% | −42−26.1% | 減碼 | 歷史 |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 172 | $1.70 萬 | <0.1% | +172 | 新進 | – |
| VTRSViatris Inc | Stock | 1,599 | $1.70 萬 | <0.1% | +334+26.4% | 加碼 | 歷史 |
| CECelanese Corp | Stock | 142 | $1.70 萬 | <0.1% | +134+1,675.0% | 加碼 | 歷史 |
| CPTCamden Property Trust | REIT | 129 | $1.70 萬 | <0.1% | +2+1.6% | 加碼 | 歷史 |
| COINCoinbase Global, Inc. | COM CL A | 366 | $1.70 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| HCAHCA Healthcare, Inc. | COM | 103 | $1.70 萬 | <0.1% | +6+6.2% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q225 | BETA CDA ETF NEW | 296 | $1.70 萬 | <0.1% | 00.0% | 不變 | – |
| IXOrix Corp | SPONSORED ADR | 206 | $1.70 萬 | <0.1% | +2+1.0% | 加碼 | 歷史 |
| NTRSNorthern Trust Corp | COM | 173 | $1.70 萬 | <0.1% | +19+12.3% | 加碼 | 歷史 |
| iShares Inc464286103 | MSCI AUST ETF | 794 | $1.70 萬 | <0.1% | +794 | 新進 | – |
| Signature BK New York N Y82669G104 | COM | 95 | $1.70 萬 | <0.1% | +88+1,257.1% | 加碼 | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 222 | $1.80 萬 | <0.1% | 00.0% | 不變 | – |
| SOFISoFi Technologies, Inc. | Stock | 3,500 | $1.80 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| HIGHartford Insurance Group, Inc. | Stock | 275 | $1.80 萬 | <0.1% | −10−3.5% | 減碼 | 歷史 |
| VRNSVaronis Systems Inc | COM | 625 | $1.80 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287788 | U.S. FINLS ETF | 262 | $1.80 萬 | <0.1% | 00.0% | 不變 | – |
| NXPINXP Semiconductors N.V. | COM | 118 | $1.80 萬 | <0.1% | −626−84.1% | 減碼 | 歷史 |
| HPEHewlett Packard Enterprise Co | COM | 1,371 | $1.80 萬 | <0.1% | +224+19.5% | 加碼 | 歷史 |
| iShares Tr46435G334 | MSCI UK ETF NEW | 611 | $1.80 萬 | <0.1% | +611 | 新進 | – |
| SONYSony Group Corp | SPONSORED ADR | 222 | $1.80 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MTBM&T Bank Corp | COM | 116 | $1.80 萬 | <0.1% | +19+19.6% | 加碼 | 歷史 |
| BEBloom Energy Corp | COM CL A | 1,097 | $1.80 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| STLDSteel Dynamics Inc | COM | 266 | $1.80 萬 | <0.1% | +266 | 新進 | 歷史 |
| SPXCSPX Technologies, Inc. | COM | 340 | $1.80 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PGRProgressive Corp | Stock | 163 | $1.90 萬 | <0.1% | +8+5.2% | 加碼 | 歷史 |
| APAAPA Corp | Stock | 534 | $1.90 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ROPRoper Technologies Inc | Stock | 48 | $1.90 萬 | <0.1% | −10−17.2% | 減碼 | 歷史 |
| PAASPan American Silver Corp | Stock | 990 | $1.90 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SPOTSpotify Technology S.A. | Stock | 200 | $1.90 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TREXTrex Co Inc | COM | 348 | $1.90 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MOSMosaic Co | COM | 397 | $1.90 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Scottsdale FDS92206C730 | VNG RUS1000IDX | 108 | $1.90 萬 | <0.1% | −1−0.9% | 減碼 | – |
| INCYIncyte Corp | COM | 250 | $1.90 萬 | <0.1% | +20+8.7% | 加碼 | 歷史 |
| NICENICE Ltd. | SPONSORED ADR | 101 | $1.90 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CPCanadian Pacific Kansas City Ltd | COM | 265 | $1.90 萬 | <0.1% | −25−8.6% | 減碼 | 歷史 |
| PIPRPiper Sandler Companies | COM | 168 | $1.90 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CSXCSX Corp | Stock | 696 | $2.00 萬 | <0.1% | −109−13.5% | 減碼 | 歷史 |
| XYZBlock, Inc. | CL A | 327 | $2.00 萬 | <0.1% | +327 | 新進 | 歷史 |
| CYTKCytokinetics Inc | COM NEW | 505 | $2.00 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| FCPTFour Corners Property Trust, Inc. | COM | 728 | $2.00 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MGAMagna International Inc | COM | 372 | $2.00 萬 | <0.1% | +2+0.5% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q217 | BETABULDRS JAPAN | 462 | $2.00 萬 | <0.1% | 00.0% | 不變 | – |
| RPDRapid7, Inc. | COM | 295 | $2.00 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CCLCarnival Corp Ltd. | UNIT 99/99/9999 | 2,294 | $2.00 萬 | <0.1% | −136−5.6% | 減碼 | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 225 | $2.10 萬 | <0.1% | −52,942−99.6% | 減碼 | 歷史 |
| GNTXGentex Corp | COM | 767 | $2.10 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SYFSynchrony Financial | COM | 747 | $2.10 萬 | <0.1% | +680+1,014.9% | 加碼 | 歷史 |
| Advisorshares Tr00768Y453 | PURE US CANN ETF | 2,000 | $2.10 萬 | <0.1% | 00.0% | 不變 | – |
| TRGPTarga Resources Corp. | COM | 358 | $2.10 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AMCAMC Entertainment Holdings, Inc. | CL A COM | 1,580 | $2.10 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AWKAmerican Water Works Company, Inc. | Stock | 151 | $2.20 萬 | <0.1% | +6+4.1% | 加碼 | 歷史 |
| KGCKinross Gold Corp | COM | 6,055 | $2.20 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TMToyota Motor Corp | ADS | 142 | $2.20 萬 | <0.1% | +1+0.7% | 加碼 | 歷史 |
| CVECenovus Energy Inc. | COM | 1,180 | $2.20 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MURMurphy Oil Corp | COM | 717 | $2.20 萬 | <0.1% | +717 | 新進 | 歷史 |
| iShares Russell Top 200 Growth ETF464289438 | ETF | 187 | $2.30 萬 | <0.1% | 00.0% | 不變 | – |
| VNTVontier Corp | Stock | 984 | $2.30 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| HWMHowmet Aerospace Inc. | Stock | 728 | $2.30 萬 | <0.1% | +605+491.9% | 加碼 | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 37 | $2.30 萬 | <0.1% | +5+15.6% | 加碼 | 歷史 |
| CUBECubeSmart | REIT | 522 | $2.30 萬 | <0.1% | −41−7.3% | 減碼 | 歷史 |
| SRESempra | Stock | 151 | $2.30 萬 | <0.1% | −7−4.4% | 減碼 | 歷史 |
| SMGScotts Miracle-Gro Co | Stock | 300 | $2.40 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| IQVIQVIA Holdings Inc. | Stock | 109 | $2.40 萬 | <0.1% | −6−5.2% | 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 |