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 |
|---|---|---|---|---|---|---|---|
| BF.BBrown Forman Corp | Stock | 338 | $2.40 萬 | <0.1% | −1−0.3% | 減碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 386 | $2.40 萬 | <0.1% | 00.0% | 不變 | – |
| VFCV F Corp | Stock | 574 | $2.50 萬 | <0.1% | +403+235.7% | 加碼 | 歷史 |
| SHOPShopify Inc. | Stock | 810 | $2.50 萬 | <0.1% | −100−11.0% | 減碼依 10 比 1 拆股換算 | 歷史 |
| iShares Tr46432F859 | CORE 1 5 YR USD | 518 | $2.50 萬 | <0.1% | 00.0% | 不變 | – |
| AJGArthur J. Gallagher & Co. | COM | 154 | $2.50 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AOSSmith A O Corp | COM | 459 | $2.50 萬 | <0.1% | +33+7.7% | 加碼 | 歷史 |
| BALLBALL Corp | COM | 378 | $2.60 萬 | <0.1% | +312+472.7% | 加碼 | 歷史 |
| EVTEaton Vance Tax-Advantaged Dividend Income Fund | COM | 1,095 | $2.60 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464288356 | CALIF MUN BD ETF | 452 | $2.60 萬 | <0.1% | 00.0% | 不變 | – |
| AMHAmerican Homes 4 Rent | CL A | 743 | $2.60 萬 | <0.1% | −1−0.1% | 減碼 | 歷史 |
| TXNMTXNM Energy Inc | COM | 550 | $2.60 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard S&P 500 Growth ETF921932505 | ETF | 123 | $2.70 萬 | <0.1% | −44−26.3% | 減碼 | – |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 255 | $2.70 萬 | <0.1% | +6+2.4% | 加碼 | 歷史 |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 313 | $2.70 萬 | <0.1% | 00.0% | 不變 | – |
| ARESAres Management Corp | CL A COM STK | 470 | $2.70 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LICYLi-Cycle Holdings Corp. | COMMON SHARES | 3,935 | $2.70 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BNYBank of New York Mellon Corp | Stock | 660 | $2.80 萬 | <0.1% | +14+2.2% | 加碼 | 歷史 |
| FANGDiamondback Energy, Inc. | Stock | 228 | $2.80 萬 | <0.1% | +3+1.3% | 加碼 | 歷史 |
| ARK Innovation ETF00214Q104 | ETF | 698 | $2.80 萬 | <0.1% | 00.0% | 不變 | – |
| SLABSilicon Laboratories Inc. | Stock | 200 | $2.80 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| KEYKeycorp | COM | 1,602 | $2.80 萬 | <0.1% | +911+131.8% | 加碼 | 歷史 |
| ADSKAutodesk, Inc. | COM | 161 | $2.80 萬 | <0.1% | +38+30.9% | 加碼 | 歷史 |
| URIUnited Rentals, Inc. | COM | 115 | $2.80 萬 | <0.1% | +73+173.8% | 加碼 | 歷史 |
| JJacobs Solutions Inc. | COM | 220 | $2.80 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BGBunge Global SA | COM | 310 | $2.80 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MDLZMondelez International, Inc. | Stock | 462 | $2.90 萬 | <0.1% | −43−8.5% | 減碼 | 歷史 |
| CFGCitizens Financial Group Inc | COM | 826 | $2.90 萬 | <0.1% | +365+79.2% | 加碼 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 134 | $3.00 萬 | <0.1% | −5−3.6% | 減碼 | 歷史 |
| PATHUiPath, Inc. | Stock | 1,661 | $3.00 萬 | <0.1% | −932−35.9% | 減碼 | 歷史 |
| RITMRithm Capital Corp. | REIT | 3,174 | $3.00 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AMPAmeriprise Financial Inc | COM | 126 | $3.00 萬 | <0.1% | +10+8.6% | 加碼 | 歷史 |
| LOPEGrand Canyon Education, Inc. | COM | 317 | $3.00 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287457 | 1 3 YR TREAS BD | 360 | $3.00 萬 | <0.1% | 00.0% | 不變 | – |
| EMREmerson Electric Co | Stock | 395 | $3.10 萬 | <0.1% | +348+740.4% | 加碼 | 歷史 |
| RJFRaymond James Financial Inc | COM | 343 | $3.10 萬 | <0.1% | +40+13.2% | 加碼 | 歷史 |
| UUnity Software Inc. | COM | 832 | $3.10 萬 | <0.1% | −305−26.8% | 減碼 | 歷史 |
| DDDuPont de Nemours, Inc. | COM | 556 | $3.10 萬 | <0.1% | +255+84.7% | 加碼 | 歷史 |
| AFLAflac Inc | Stock | 582 | $3.20 萬 | <0.1% | −70−10.7% | 減碼 | 歷史 |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 204 | $3.20 萬 | <0.1% | +36+21.4% | 加碼 | 歷史 |
| DVNDevon Energy Corp | Stock | 575 | $3.20 萬 | <0.1% | −170−22.8% | 減碼 | 歷史 |
| SPDR Series Trust78468R721 | STATE STREET SPD | 701 | $3.20 萬 | <0.1% | +701 | 新進 | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 246 | $3.20 萬 | <0.1% | +246 | 新進 | – |
| GSKGSK plc | SPONSORED ADR | 730 | $3.20 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SHCRSharecare, Inc. | COM CL A | 20,000 | $3.20 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DUOLDuolingo, Inc. | CL A COM | 374 | $3.30 萬 | <0.1% | +374 | 新進 | 歷史 |
| TENBTenable Holdings, Inc. | COM | 720 | $3.30 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464288737 | GLB CNSM STP ETF | 563 | $3.30 萬 | <0.1% | +6+1.1% | 加碼 | – |
| State Street SPDR S&P Biotech ETF78464A870 | ETF | 455 | $3.40 萬 | <0.1% | +368+423.0% | 加碼 | – |
| FASTFastenal Co | Stock | 691 | $3.40 萬 | <0.1% | −16−2.3% | 減碼 | 歷史 |
| KLACKLA Corp | COM NEW | 105 | $3.40 萬 | <0.1% | +10+10.5% | 加碼 | 歷史 |
| CHDNChurchill Downs Inc | COM | 177 | $3.40 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 365 | $3.50 萬 | <0.1% | +305+508.3% | 加碼 | 歷史 |
| AKAMAkamai Technologies Inc | COM | 384 | $3.50 萬 | <0.1% | +8+2.1% | 加碼 | 歷史 |
| SPDR Index Shs FDS78470E106 | ST STR MSCI EAFE | 530 | $3.50 萬 | <0.1% | −351−39.8% | 減碼 | – |
| HBANHuntington Bancshares Inc | COM | 2,921 | $3.50 萬 | <0.1% | +1,717+142.6% | 加碼 | 歷史 |
| PEGPublic Service Enterprise Group Inc | COM | 553 | $3.50 萬 | <0.1% | −82−12.9% | 減碼 | 歷史 |
| CFCF Industries Holdings, Inc. | COM | 405 | $3.50 萬 | <0.1% | +390+2,600.0% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q191 | BETA EURO ET NE | 750 | $3.50 萬 | <0.1% | 00.0% | 不變 | – |
| First Rep BK San Francisco C33616C100 | COM | 244 | $3.50 萬 | <0.1% | +17+7.5% | 加碼 | – |
| Global X FDS37954Y228 | CLEANTECH ETF | 2,589 | $3.50 萬 | <0.1% | +88+3.5% | 加碼 | – |
| PPGPPG Industries Inc | Stock | 318 | $3.60 萬 | <0.1% | −47−12.9% | 減碼 | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 76 | $3.60 萬 | <0.1% | −5−6.2% | 減碼 | 歷史 |
| DCGODocGo Inc. | COM | 5,000 | $3.60 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ANSSAnsys Inc | COM | 151 | $3.60 萬 | <0.1% | −8−5.0% | 減碼 | 歷史 |
| CMAComerica Inc | COM | 494 | $3.60 萬 | <0.1% | +136+38.0% | 加碼 | 歷史 |
| BSXBoston Scientific Corp | Stock | 1,005 | $3.70 萬 | <0.1% | +34+3.5% | 加碼 | 歷史 |
| SLESuper League Enterprise, Inc. | COM | 36,000 | $3.70 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CORZCore Scientific, Inc. | COMMON STOCK | 25,000 | $3.70 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| HUMHumana Inc | Stock | 82 | $3.80 萬 | <0.1% | −2−2.4% | 減碼 | 歷史 |
| LYFTLyft, Inc. | CL A COM | 2,872 | $3.80 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AVXLAnavex Life Sciences Corp. | COM NEW | 3,800 | $3.80 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| EBAYeBay Inc | COM | 906 | $3.80 萬 | <0.1% | −13−1.4% | 減碼 | 歷史 |
| QLYSQualys, Inc. | COM | 299 | $3.80 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| WBAWalgreens Boots Alliance, Inc. | COM | 994 | $3.80 萬 | <0.1% | −1,232−55.3% | 減碼 | 歷史 |
| STTState Street Corp | COM | 626 | $3.90 萬 | <0.1% | +519+485.0% | 加碼 | 歷史 |
| Vanguard Scottsdale FDS92206C680 | VNG RUS1000GRW | 699 | $3.90 萬 | <0.1% | +358+105.0% | 加碼 | – |
| VanEck Vectors ETF Tr92189F817 | VIETNAM ETF | 2,696 | $3.90 萬 | <0.1% | 00.0% | 不變 | – |
| FITBFifth Third Bancorp | COM | 1,178 | $4.00 萬 | <0.1% | +746+172.7% | 加碼 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 169 | $4.10 萬 | <0.1% | −18−9.6% | 減碼 | 歷史 |
| OGSONE Gas, Inc. | COM | 500 | $4.10 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Inc464286772 | MSCI STH KOR ETF | 700 | $4.10 萬 | <0.1% | 00.0% | 不變 | – |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 214 | $4.20 萬 | <0.1% | 00.0% | 不變 | – |
| ECLEcolab Inc. | Stock | 270 | $4.20 萬 | <0.1% | −12,532−97.9% | 減碼 | 歷史 |
| AIGAmerican International Group, Inc. | Stock | 817 | $4.20 萬 | <0.1% | +78+10.6% | 加碼 | 歷史 |
| Vanguard Scottsdale FDS92206C714 | VNG RUS1000VAL | 658 | $4.20 萬 | <0.1% | +658 | 新進 | – |
| ROLRollins Inc | COM | 1,202 | $4.20 萬 | <0.1% | −20−1.6% | 減碼 | 歷史 |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 248 | $4.30 萬 | <0.1% | 00.0% | 不變 | – |
| NTAPNetApp, Inc. | Stock | 657 | $4.30 萬 | <0.1% | +20+3.1% | 加碼 | 歷史 |
| CSGPCostar Group, Inc. | COM | 710 | $4.30 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AVAAvista Corp | COM | 1,000 | $4.40 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| EQNREquinor ASA | SPONSORED ADR | 1,262 | $4.40 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BKRBaker Hughes Co | CL A | 1,557 | $4.50 萬 | <0.1% | +1,143+276.1% | 加碼 | 歷史 |
| ENBEnbridge Inc | Stock | 1,092 | $4.60 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ACAArcosa, Inc. | COM | 980 | $4.60 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TDGTransDigm Group INC | COM | 85 | $4.60 萬 | <0.1% | +44+107.3% | 加碼 | 歷史 |
| WYNNWynn Resorts Ltd | COM | 805 | $4.60 萬 | <0.1% | −22−2.7% | 減碼 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 166 | $4.70 萬 | <0.1% | −8−4.6% | 減碼 | 歷史 |
| LHXL3HARRIS Technologies, Inc. | Stock | 195 | $4.70 萬 | <0.1% | −5−2.5% | 減碼 | 歷史 |
| HPQHP Inc | Stock | 1,426 | $4.70 萬 | <0.1% | +76+5.6% | 加碼 | 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 |