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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。

機構總覽
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%)
申報日
2022/8/4
SEC
Evoke Wealth, LLC 在 2022 年第 2 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
REGNRegeneron Pharmaceuticals, Inc.COM79$4.70 萬<0.1%+8+11.3%加碼歷史
ProShares Tr74347R404PSHS ULT MCAP4001,075$4.70 萬<0.1%00.0%不變–
REXRex American Resources CorpCOM562$4.80 萬<0.1%00.0%不變歷史
EPDEnterprise Products Partners L.P.Stock2,000$4.90 萬<0.1%00.0%不變歷史
iShares Select U.S. REIT ETF464287564ETF800$4.90 萬<0.1%00.0%不變–
ALLEAllegion plcORD SHS505$4.90 萬<0.1%−5−1.0%減碼歷史
RFRegions Financial CorpCOM2,620$4.90 萬<0.1%+1,272+94.4%加碼歷史
iShares U.S. Treasury Bond ETF46429B267ETF2,101$5.00 萬<0.1%00.0%不變–
PNCPNC Financial Services Group, Inc.Stock316$5.00 萬<0.1%+12+3.9%加碼歷史
CEGConstellation Energy CorpStock875$5.00 萬<0.1%−10−1.1%減碼歷史
iShares Tr464288786U.S. INSRNCE ETF600$5.00 萬<0.1%+600新進–
CHEChemed CorpCOM106$5.00 萬<0.1%00.0%不變歷史
BKNGBooking Holdings Inc.Stock29$5.10 萬<0.1%+4+16.0%加碼歷史
HSYHershey CoCOM235$5.10 萬<0.1%00.0%不變歷史
American Centy ETF Tr025072810FOCUSED DYNAMIC992$5.20 萬<0.1%00.0%不變–
OVVOvintiv Inc.COM1,183$5.20 萬<0.1%−11−0.9%減碼歷史
AAAlcoa CorpStock1,160$5.30 萬<0.1%+715+160.7%加碼歷史
Kraneshares Trust500767678GLOBAL CARB STRA1,077$5.30 萬<0.1%00.0%不變–
Invesco Exchange Traded FD T46137V100AEROSPACE DEFN750$5.30 萬<0.1%+750新進–
DPZDominos Pizza IncCOM139$5.40 萬<0.1%+4+3.0%加碼歷史
State Street Utilities Select Sector SPDR ETF81369Y886ETF800$5.60 萬<0.1%00.0%不變–
CTVACorteva, Inc.Stock1,047$5.70 萬<0.1%−16−1.5%減碼歷史
JWNNordstrom IncStock2,688$5.70 萬<0.1%00.0%不變歷史
Invesco Exch Traded FD Tr II46138E511PFD ETF4,620$5.70 萬<0.1%00.0%不變–
SFStifel Financial CorpCOM1,012$5.70 萬<0.1%00.0%不變歷史
ProShares Tr74347R248LARGE CAP CRE1,268$5.70 萬<0.1%00.0%不變–
VTRVentas, Inc.REIT1,110$5.80 萬<0.1%+4+0.4%加碼歷史
Schwab U.S. Broad Market ETF808524102ETF1,340$5.90 萬<0.1%−4,769−78.1%減碼–
CTASCintas CorpStock158$5.90 萬<0.1%+4+2.6%加碼歷史
EOGEOG Resources IncStock533$5.90 萬<0.1%+330+162.6%加碼歷史
ZIONZions Bancorporation, National AssociationCOM1,165$5.90 萬<0.1%+6+0.5%加碼歷史
iShares MSCI USA Min Vol Factor ETF46429B697ETF848$6.00 萬<0.1%00.0%不變–
Invesco Exchange Traded FD T46137V142WATER RES ETF1,292$6.00 萬<0.1%00.0%不變–
DLRDigital Realty Trust, Inc.COM459$6.00 萬<0.1%−3−0.6%減碼歷史
REALTheRealReal, Inc.COM23,933$6.00 萬<0.1%−272−1.1%減碼歷史
American Centy ETF Tr025072703INTL EQT ETF1,179$6.00 萬<0.1%+1,179新進–
PAYXPaychex IncStock538$6.10 萬<0.1%−6−1.1%減碼歷史
iShares Iboxx $ Investment Grade Corporate Bond ETF464287242ETF555$6.10 萬<0.1%+4+0.7%加碼–
ZSZscaler, Inc.Stock405$6.10 萬<0.1%00.0%不變歷史
MSEXMiddlesex Water CoCOM700$6.10 萬<0.1%00.0%不變歷史
CLXClorox CoStock439$6.20 萬<0.1%−16−3.5%減碼歷史
HIMSHims & Hers Health, Inc.Stock13,754$6.20 萬<0.1%+13,754新進歷史
AMATApplied Materials IncStock684$6.20 萬<0.1%−62−8.3%減碼歷史
HALHalliburton CoStock1,969$6.20 萬<0.1%+1,485+306.8%加碼歷史
SESea LtdSPONSORD ADS924$6.20 萬<0.1%−176−16.0%減碼歷史
AZNAstraZeneca PLCSPONSORED ADR932$6.20 萬<0.1%+34+3.8%加碼歷史
DOCHealthpeak Properties, Inc.COM2,443$6.30 萬<0.1%−390−13.8%減碼歷史
Vanguard Scottsdale FDS92206C102SHORT TERM TREAS1,063$6.30 萬<0.1%00.0%不變–
FDXFedEx CorpStock280$6.40 萬<0.1%−271−49.2%減碼歷史
Vanguard Intl Equity Index F922042874FTSE EUROPE ETF1,221$6.40 萬<0.1%−75−5.8%減碼–
CTSHCognizant Technology Solutions CorpCL A952$6.40 萬<0.1%−88−8.5%減碼歷史
Invesco Exch Traded FD Tr II46138E651GLOBAL WATER2,059$6.40 萬<0.1%00.0%不變–
ADMArcher-Daniels-Midland CoStock842$6.50 萬<0.1%−12−1.4%減碼歷史
MCMoelis & CoCL A1,650$6.50 萬<0.1%00.0%不變歷史
ULUnilever PLCSPON ADR NEW1,426$6.50 萬<0.1%−279−16.4%減碼歷史
ETEnergy Transfer LPCOM UT LTD PTN6,617$6.60 萬<0.1%−3,830−36.7%減碼歷史
ABRArbor Realty Trust IncCOM5,000$6.60 萬<0.1%00.0%不變歷史
Paramount Global92556H206CL B2,648$6.60 萬<0.1%−39−1.5%減碼–
SLBSLB LimitedStock1,881$6.70 萬<0.1%+964+105.1%加碼歷史
GPCGenuine Parts CoStock503$6.70 萬<0.1%−105−17.3%減碼歷史
Cyberark Software LtdM2682V108SHS520$6.70 萬<0.1%00.0%不變–
BOXBox IncCL A2,703$6.80 萬<0.1%00.0%不變歷史
DFSDiscover Financial ServicesCOM724$6.80 萬<0.1%+662+1,067.7%加碼歷史
HLIHoulihan Lokey, Inc.CL A900$7.10 萬<0.1%00.0%不變歷史
Invesco Exch Traded FD Tr II46138G706SOLAR ETF991$7.10 萬<0.1%−92,222−98.9%減碼–
TRNTrinity Industries IncCOM2,940$7.10 萬<0.1%00.0%不變歷史
iShares U.S. Medical Devices ETF464288810ETF1,434$7.20 萬<0.1%00.0%不變–
Vanguard Ftse All-World Ex-US Small-Cap ETF922042718ETF696$7.20 萬<0.1%00.0%不變–
GILDGilead Sciences, Inc.Stock1,166$7.20 萬<0.1%−317−21.4%減碼歷史
NUENucor CorpCOM683$7.20 萬<0.1%+280+69.5%加碼歷史
Vanguard World FD921910816MEGA GRWTH IND394$7.20 萬<0.1%00.0%不變–
KMBKimberly Clark CorpStock533$7.30 萬<0.1%−103−16.2%減碼歷史
WATWaters CorpCOM222$7.30 萬<0.1%+13+6.2%加碼歷史
IMAXImax CorpCOM4,300$7.30 萬<0.1%00.0%不變歷史
OMCLOmnicell, Inc.COM639$7.30 萬<0.1%+639新進歷史
iShares Tr464287291GLOBAL TECH ETF1,620$7.40 萬<0.1%00.0%不變–
FIXComfort Systems USA IncCOM900$7.50 萬<0.1%00.0%不變歷史
INSPInspire Medical Systems, Inc.COM412$7.50 萬<0.1%00.0%不變歷史
ETF Managers Tr26924G409PRIME MOBILE PAY1,958$7.70 萬<0.1%00.0%不變–
HCPHashiCorp, Inc.COM CL A2,603$7.70 萬<0.1%+2,603新進歷史
ARWRArrowhead Pharmaceuticals, Inc.COM2,233$7.90 萬<0.1%00.0%不變歷史
iShares Inc46434G822MSCI JAPAN ETF1,500$7.90 萬<0.1%00.0%不變–
XELXcel Energy IncStock1,122$8.00 萬<0.1%00.0%不變歷史
iShares MSCI USA Quality Factor ETF46432F339ETF726$8.10 萬<0.1%00.0%不變–
TRVTravelers Companies, Inc.Stock477$8.10 萬<0.1%−61−11.3%減碼歷史
First Tr Exchange-Traded FD33734X846NASDAQ CYB ETF2,055$8.30 萬<0.1%00.0%不變–
MUMicron Technology IncStock1,517$8.40 萬<0.1%−48−3.1%減碼歷史
KHCKraft Heinz CoStock2,198$8.40 萬<0.1%−13−0.6%減碼歷史
HLFHerbalife Ltd.COM SHS4,106$8.40 萬<0.1%00.0%不變歷史
TFCTruist Financial CorpCOM1,783$8.50 萬<0.1%+758+74.0%加碼歷史
Pacer US Cash Cows 100 ETF69374H881ETF2,000$8.60 萬<0.1%+2,000新進–
NETCloudflare, Inc.CL A COM1,975$8.60 萬<0.1%00.0%不變歷史
DOWDow Inc.Stock1,703$8.80 萬<0.1%−149−8.0%減碼歷史
CCitigroup IncStock1,917$8.80 萬<0.1%−1,125−37.0%減碼歷史
WELLWelltower Inc.REIT1,085$8.90 萬<0.1%−4−0.4%減碼歷史
NVONovo Nordisk A SADR801$8.90 萬<0.1%+1+0.1%加碼歷史
WYWeyerhaeuser CoCOM NEW2,699$8.90 萬<0.1%00.0%不變歷史
SOSouthern CoStock1,256$9.00 萬<0.1%+9+0.7%加碼歷史
WDAYWorkday, Inc.CL A655$9.10 萬<0.1%−331−33.6%減碼歷史
CDKCDK Global, Inc.COM1,666$9.10 萬<0.1%00.0%不變歷史

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。

Evoke Wealth, LLC 在 2022 年第 1 季之後清倉的部位
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.COM53,181$198.8 萬0.1%歷史
MCABlackRock Muniyield California Quality Fund, Inc.COM103,851$137.0 萬<0.1%歷史
GLBEGlobal-E Online Ltd.SHS12,000$40.5 萬<0.1%歷史
UPSTUpstart Holdings, Inc.COM3,000$32.7 萬<0.1%歷史
BIIBBiogen Inc.COM362$7.60 萬<0.1%歷史
WBDWarner Bros. Discovery, Inc.COM SER A2,248$5.60 萬<0.1%歷史
CERNCERNER CorpCOM574$5.40 萬<0.1%歷史
MIMEMimecast LtdORD SHS495$3.90 萬<0.1%歷史
NKTRNektar TherapeuticsCOM5,973$3.20 萬<0.1%歷史
TOSTToast, Inc.Stock921$2.00 萬<0.1%歷史
LOCOEl Pollo Loco Holdings, Inc.COM1,650$1.90 萬<0.1%歷史
BCEBce IncCOM NEW326$1.80 萬<0.1%歷史
SPDR Index Shs FDS78463X863ST DOW INTL ETF527$1.80 萬<0.1%–
Discovery Inc25470F302COM SER C740$1.80 萬<0.1%–
VCTRVictory Capital Holdings, Inc.COM CL A434$1.30 萬<0.1%歷史
APOApollo Global Management, Inc.COM216$1.30 萬<0.1%歷史
SYBXSynlogic, Inc.COM5,591$1.30 萬<0.1%歷史
ABCLAbCellera Biologics Inc.COM1,200$1.20 萬<0.1%歷史
QRVOQorvo, Inc.Stock89$1.10 萬<0.1%歷史
DNAGinkgo Bioworks Holdings, Inc.CL A SHS1,995$8,000<0.1%歷史
ADPTAdaptive Biotechnologies CorpCOM537$7,000<0.1%歷史
SSNCSS&C Technologies Holdings IncCOM98$7,000<0.1%歷史
CELLBruker Cellular Analysis, Inc.COM800$6,000<0.1%歷史
PBCTPeople's United Financial, Inc.COM299$6,000<0.1%歷史
BCRXBiocryst Pharmaceuticals IncCOM227$4,000<0.1%歷史
51JOB Inc316827104SPONSORED ADS70$4,000<0.1%–
HGENHumanigen, IncCOM NEW1,255$4,000<0.1%歷史
DASHDoorDash, Inc.Stock23$3,000<0.1%歷史
ARRYArray Technologies, Inc.COM SHS255$3,000<0.1%歷史
IPGPIpg Photonics CorpCOM31$3,000<0.1%歷史
RUNSunrun Inc.COM103$3,000<0.1%歷史
SEERSeer, Inc.COM CL A168$3,000<0.1%歷史
SHLSShoals Technologies Group, Inc.CL A179$3,000<0.1%歷史
ONEM1Life Healthcare IncCOM239$3,000<0.1%歷史
SFTGQShift Technologies, Inc.CL A1,262$3,000<0.1%歷史
TWOU2U, LLCCOM233$3,000<0.1%歷史
MGMMGM Resorts InternationalStock37$2,000<0.1%歷史
SFIXStitch Fix, Inc.Stock180$2,000<0.1%歷史
HMYHarmony Gold Mining Co LtdADR363$2,000<0.1%歷史
BBWIBath & Body Works, Inc.COM36$2,000<0.1%歷史
TGTXTG Therapeutics, Inc.COM219$2,000<0.1%歷史
NXHNeighborhood Intelligence, Inc.COM56$2,000<0.1%歷史
ZZillow Group, Inc.CL C CAP STK46$2,000<0.1%歷史
CURICuriosityStream Inc.COM CL A636$2,000<0.1%歷史
NWSNews CorpCL B98$2,000<0.1%歷史
PLBYPlayboy, Inc.COM150$2,000<0.1%歷史
PRPLPurple Innovation, Inc.COM393$2,000<0.1%歷史
ACCDAccolade, Inc.COM123$2,000<0.1%歷史
IVCInvacare Holdings CorpCOM1,130$2,000<0.1%歷史
NGNENeurogene Inc.COM892$2,000<0.1%歷史
OTRKOntrak, Inc.COM899$2,000<0.1%歷史
RMORomeo Power, Inc.COM1,103$2,000<0.1%歷史
FIRYFiry Inc.COM586$2,000<0.1%歷史
HRBH&R Block IncCOM23$1,000<0.1%歷史
QFINQfin Holdings, Inc.AMERICAN DEP45$1,000<0.1%歷史
RLXRLX Technology Inc.SPONSORED ADS409$1,000<0.1%歷史
COOCooper Companies, Inc.COM NEW3$1,000<0.1%歷史
Credit Suisse Group225401108SPONSORED ADR111$1,000<0.1%–
Dada Nexus Ltd23344D108ADS113$1,000<0.1%–
GOCOGoHealth, Inc.COM CL A1,242$1,000<0.1%歷史
VRMVroom, Inc.COM361$1,000<0.1%歷史
VSXYVictoria's Secret & Co.COMMON STOCK6$00.0%歷史
ELANElanco Animal Health IncCOM4$00.0%歷史
UDRUDR, Inc.COM7$00.0%歷史
AIRCApartment Income REIT Corp.COM9$00.0%歷史
BKIBlack Knight, Inc.COM2$00.0%歷史
LYLTQLoyalty Ventures Inc.COMMON STOCK12$00.0%歷史