Evoke Wealth, LLC
- SEC CIK
- 0001793432
- 最新申報
- 2026/8/10
2022 年第 3 季持倉
持倉截至 2022/9/30,2022/11/7 申報。只含多頭部位,變化是跟 2022 年第 2 季比股數。
- 持股檔數
- 1,229
- 較 2022 年第 2 季 +6
- 總值
- $24.7 億
- 較 2022 年第 2 季 −$2.28 億 (−8.4%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| HRLHormel Foods Corp | COM | 81 | $4,000 | <0.1% | 00.0% | 不變 | 歷史 |
| IMOImperial Oil Ltd | COM NEW | 86 | $4,000 | <0.1% | 00.0% | 不變 | 歷史 |
| RELXRELX PLC | SPONSORED ADR | 180 | $4,000 | <0.1% | 00.0% | 不變 | 歷史 |
| PHMPultegroup Inc | COM | 100 | $4,000 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr46434V464 | LOW CA OP MS ETF | 28 | $4,000 | <0.1% | 00.0% | 不變 | – |
| PGENPrecigen, Inc. | COM | 2,000 | $4,000 | <0.1% | 00.0% | 不變 | 歷史 |
| CPRICapri Holdings Ltd | SHS | 92 | $4,000 | <0.1% | 00.0% | 不變 | 歷史 |
| VICIVici Properties Inc. | COM | 130 | $4,000 | <0.1% | 00.0% | 不變 | 歷史 |
| SLFSun Life Financial Inc | COM | 100 | $4,000 | <0.1% | 00.0% | 不變 | 歷史 |
| KBKB Financial Group Inc. | SPONSORED ADR | 137 | $4,000 | <0.1% | 00.0% | 不變 | 歷史 |
| MGAMagna International Inc | COM | 92 | $4,000 | <0.1% | −280−75.3% | 減碼 | 歷史 |
| NMRNomura Holdings Inc | SPONSORED ADR | 1,190 | $4,000 | <0.1% | +272+29.6% | 加碼 | 歷史 |
| WFWoori Financial Group Inc. | SPONSORED ADS | 168 | $4,000 | <0.1% | −1−0.6% | 減碼 | 歷史 |
| OKTAOkta, Inc. | CL A | 70 | $4,000 | <0.1% | +35+100.0% | 加碼 | 歷史 |
| IPInternational Paper Co | COM | 114 | $4,000 | <0.1% | −80−41.2% | 減碼 | 歷史 |
| ALKAlaska Air Group, Inc. | COM | 107 | $4,000 | <0.1% | +12+12.6% | 加碼 | 歷史 |
| OMABCentral North Airport Group | SPON ADR | 76 | $4,000 | <0.1% | 00.0% | 不變 | 歷史 |
| AEEAmeren Corp | COM | 44 | $4,000 | <0.1% | −28−38.9% | 減碼 | 歷史 |
| BSBRBanco Santander (Brasil) S.A. | ADS REP 1 UNIT | 623 | $4,000 | <0.1% | −66−9.6% | 減碼 | 歷史 |
| MDRXVeradigm Inc. | COM | 245 | $4,000 | <0.1% | 00.0% | 不變 | 歷史 |
| CCLCarnival Corp Ltd. | UNIT 99/99/9999 | 504 | $4,000 | <0.1% | −1,790−78.0% | 減碼 | 歷史 |
| DNMRDanimer Scientific, Inc. | COM CL A | 1,241 | $4,000 | <0.1% | +1,241 | 新進 | 歷史 |
| DDDuPont de Nemours, Inc. | COM | 89 | $4,000 | <0.1% | −467−84.0% | 減碼 | 歷史 |
| JHXJames Hardie Industries plc | SPONSORED ADR | 194 | $4,000 | <0.1% | 00.0% | 不變 | 歷史 |
| LHLabcorp Holdings Inc. | COM NEW | 20 | $4,000 | <0.1% | 00.0% | 不變 | 歷史 |
| SNVSynovus Financial Corp | COM NEW | 106 | $4,000 | <0.1% | −148−58.3% | 減碼 | 歷史 |
| ZYZymergen Inc. | COM | 1,345 | $4,000 | <0.1% | 00.0% | 不變 | 歷史 |
| SBRASabra Health Care REIT, Inc. | REIT | 395 | $5,000 | <0.1% | 00.0% | 不變 | 歷史 |
| OGNOrganon & Co. | Stock | 235 | $5,000 | <0.1% | −139−37.2% | 減碼 | 歷史 |
| PKGPackaging Corp of America | Stock | 41 | $5,000 | <0.1% | +28+215.4% | 加碼 | 歷史 |
| SAPSAP SE | ADR | 63 | $5,000 | <0.1% | 00.0% | 不變 | 歷史 |
| WHRWhirlpool Corp | Stock | 40 | $5,000 | <0.1% | −19−32.2% | 減碼 | 歷史 |
| CMGChipotle Mexican Grill Inc | COM | 3 | $5,000 | <0.1% | −2−40.0% | 減碼 | 歷史 |
| Global X FDS37954Y780 | INTERNET OF THNG | 211 | $5,000 | <0.1% | +211 | 新進 | – |
| VMRKVivmark Residential | SH BEN INT | 75 | $5,000 | <0.1% | 00.0% | 不變 | 歷史 |
| TMETencent Music Entertainment Group | SPON ADS | 1,131 | $5,000 | <0.1% | 00.0% | 不變 | 歷史 |
| BIOBio-Rad Laboratories, Inc. | CL A | 11 | $5,000 | <0.1% | −3−21.4% | 減碼 | 歷史 |
| JBHTHunt J B Transport Services Inc | COM | 34 | $5,000 | <0.1% | −13−27.7% | 減碼 | 歷史 |
| BENFranklin Templeton Inc | COM | 217 | $5,000 | <0.1% | 00.0% | 不變 | 歷史 |
| ARWArrow Electronics, Inc. | COM | 58 | $5,000 | <0.1% | 00.0% | 不變 | 歷史 |
| IEXIdex Corp | COM | 25 | $5,000 | <0.1% | +8+47.1% | 加碼 | 歷史 |
| IXOrix Corp | SPONSORED ADR | 68 | $5,000 | <0.1% | −138−67.0% | 減碼 | 歷史 |
| IHGIntercontinental Hotels Group PLC | SPONSORED ADS | 94 | $5,000 | <0.1% | 00.0% | 不變 | 歷史 |
| PACPacific Airport Group | SPON ADS B | 37 | $5,000 | <0.1% | 00.0% | 不變 | 歷史 |
| MLMMartin Marietta Materials Inc | COM | 16 | $5,000 | <0.1% | −1−5.9% | 減碼 | 歷史 |
| GBCIGlacier Bancorp, Inc. | COM | 95 | $5,000 | <0.1% | 00.0% | 不變 | 歷史 |
| NTRNutrien Ltd. | COM | 55 | $5,000 | <0.1% | 00.0% | 不變 | 歷史 |
| ALGNAlign Technology Inc | COM | 26 | $5,000 | <0.1% | −11−29.7% | 減碼 | 歷史 |
| WDCWestern Digital Corp | COM | 151 | $5,000 | <0.1% | +59+64.1% | 加碼 | 歷史 |
| CIENCiena Corp | COM NEW | 116 | $5,000 | <0.1% | 00.0% | 不變 | 歷史 |
| WTRGEssential Utilities, Inc. | COM | 132 | $5,000 | <0.1% | 00.0% | 不變 | 歷史 |
| DGXQuest Diagnostics Inc | COM | 39 | $5,000 | <0.1% | −16−29.1% | 減碼 | 歷史 |
| GRMNGarmin Ltd | SHS | 61 | $5,000 | <0.1% | +25+69.4% | 加碼 | 歷史 |
| CHTChunghwa Telecom Co Ltd | SPON ADR NEW11 | 134 | $5,000 | <0.1% | 00.0% | 不變 | 歷史 |
| ABMDAbiomed Inc | COM | 22 | $5,000 | <0.1% | +12+120.0% | 加碼 | 歷史 |
| ATSGAir Transport Services Group, Inc. | COM | 200 | $5,000 | <0.1% | 00.0% | 不變 | 歷史 |
| BERYBerry Global Group, Inc. | COM | 99 | $5,000 | <0.1% | 00.0% | 不變 | 歷史 |
| CTLTCatalent, Inc. | COM | 69 | $5,000 | <0.1% | +34+97.1% | 加碼 | 歷史 |
| Granite Real Estate Invt Tr387437114 | UNIT 99/99/9999 | 112 | $5,000 | <0.1% | 00.0% | 不變 | – |
| HOLXHologic Inc | COM | 81 | $5,000 | <0.1% | −7−8.0% | 減碼 | 歷史 |
| ITCIIntra-Cellular Therapies, Inc. | COM | 110 | $5,000 | <0.1% | 00.0% | 不變 | 歷史 |
| PRMWPrimo Water Corp | COM | 421 | $5,000 | <0.1% | 00.0% | 不變 | 歷史 |
| Remark Hldgs Inc75955K102 | COM | 20,000 | $5,000 | <0.1% | 00.0% | 不變 | – |
| SWNSouthwestern Energy Co | COM | 823 | $5,000 | <0.1% | 00.0% | 不變 | 歷史 |
| ULTAUlta Beauty, Inc. | Stock | 15 | $6,000 | <0.1% | 00.0% | 不變 | 歷史 |
| HESHess Corp | Stock | 56 | $6,000 | <0.1% | +40+250.0% | 加碼 | 歷史 |
| UNMUnum Group | Stock | 147 | $6,000 | <0.1% | 00.0% | 不變 | 歷史 |
| BRBroadridge Financial Solutions, Inc. | Stock | 43 | $6,000 | <0.1% | +12+38.7% | 加碼 | 歷史 |
| GNRCGenerac Holdings Inc. | Stock | 33 | $6,000 | <0.1% | +9+37.5% | 加碼 | 歷史 |
| ProShares Bitcoin ETF74347G440 | ETF | 495 | $6,000 | <0.1% | 00.0% | 不變 | – |
| AALAmerican Airlines Group Inc. | Stock | 516 | $6,000 | <0.1% | +179+53.1% | 加碼 | 歷史 |
| RIORio Tinto PLC | ADR | 109 | $6,000 | <0.1% | −21−16.2% | 減碼 | 歷史 |
| iShares Core Dividend Growth ETF46434V621 | ETF | 140 | $6,000 | <0.1% | 00.0% | 不變 | – |
| WECWec Energy Group, Inc. | Stock | 63 | $6,000 | <0.1% | +8+14.5% | 加碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 686 | $6,000 | <0.1% | 00.0% | 不變 | 歷史 |
| CWCurtiss Wright Corp | Stock | 44 | $6,000 | <0.1% | 00.0% | 不變 | 歷史 |
| PWRQuanta Services, Inc. | COM | 48 | $6,000 | <0.1% | −2−4.0% | 減碼 | 歷史 |
| ITGartner Inc | COM | 23 | $6,000 | <0.1% | −2−8.0% | 減碼 | 歷史 |
| NWSANews Corp | CL A | 367 | $6,000 | <0.1% | +57+18.4% | 加碼 | 歷史 |
| MKTXMarketaxess Holdings Inc | COM | 27 | $6,000 | <0.1% | +2+8.0% | 加碼 | 歷史 |
| GPKGraphic Packaging Holding Co | COM | 297 | $6,000 | <0.1% | 00.0% | 不變 | 歷史 |
| HUBBHubbell Inc | COM | 25 | $6,000 | <0.1% | 00.0% | 不變 | 歷史 |
| SANMSanmina Corp | COM | 141 | $6,000 | <0.1% | 00.0% | 不變 | 歷史 |
| STMSTMicroelectronics N.V. | NY REGISTRY | 185 | $6,000 | <0.1% | 00.0% | 不變 | 歷史 |
| Invesco Exchange Traded FD T46137V597 | RAFI US 1500 | 42 | $6,000 | <0.1% | 00.0% | 不變 | – |
| LYBLyondellBasell Industries N.V. | SHS - A - | 74 | $6,000 | <0.1% | −38−33.9% | 減碼 | 歷史 |
| DHIHorton D R Inc | COM | 90 | $6,000 | <0.1% | 00.0% | 不變 | 歷史 |
| MPWRMonolithic Power Systems, Inc. | COM | 17 | $6,000 | <0.1% | +1+6.3% | 加碼 | 歷史 |
| ASHAshland Inc. | COM | 68 | $6,000 | <0.1% | 00.0% | 不變 | 歷史 |
| WSTWest Pharmaceutical Services Inc | COM | 26 | $6,000 | <0.1% | +15+136.4% | 加碼 | 歷史 |
| CIGEnergy Co of Minas Gerais | SP ADR N-V PFD | 2,997 | $6,000 | <0.1% | 00.0% | 不變 | 歷史 |
| CZRCaesars Entertainment, Inc. | COM | 179 | $6,000 | <0.1% | +130+265.3% | 加碼 | 歷史 |
| IPGInterpublic Group of Companies, Inc. | COM | 240 | $6,000 | <0.1% | 00.0% | 不變 | 歷史 |
| XUnited States Steel Corp | COM | 305 | $6,000 | <0.1% | 00.0% | 不變 | 歷史 |
| NLSNNielsen Holdings plc | SHS EUR | 203 | $6,000 | <0.1% | +105+107.1% | 加碼 | 歷史 |
| MARMarriott International Inc | Stock | 51 | $7,000 | <0.1% | +5+10.9% | 加碼 | 歷史 |
| DXCDXC Technology Co | Stock | 301 | $7,000 | <0.1% | −58−16.2% | 減碼 | 歷史 |
| PCGPG&E Corp | Stock | 560 | $7,000 | <0.1% | 00.0% | 不變 | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 417 | $7,000 | <0.1% | −227−35.2% | 減碼 | 歷史 |
| CTRACoterra Energy Inc. | Stock | 263 | $7,000 | <0.1% | +58+28.3% | 加碼 | 歷史 |
2022 年第 2 季之後清倉(84 檔)
2022 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 2 季股數 | 2022 年第 2 季市值 | 2022 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| SHCSotera Health Co | COM | 79,122 | $155.0 萬 | 0.1% | 歷史 |
| NEUENeueHealth, Inc. | COM | 841,881 | $153.2 萬 | 0.1% | 歷史 |
| State Street Materials Select Sector SPDR ETF81369Y100 | ETF | 3,069 | $22.6 萬 | <0.1% | – |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 6,916 | $17.6 萬 | <0.1% | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 1,437 | $10.3 萬 | <0.1% | – |
| CDKCDK Global, Inc. | COM | 1,666 | $9.10 萬 | <0.1% | 歷史 |
| iShares Tr464287291 | GLOBAL TECH ETF | 1,620 | $7.40 萬 | <0.1% | – |
| Invesco Exch Traded FD Tr II46138G706 | SOLAR ETF | 991 | $7.10 萬 | <0.1% | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 848 | $6.00 萬 | <0.1% | – |
| Vanguard Scottsdale FDS92206C714 | VNG RUS1000VAL | 658 | $4.20 萬 | <0.1% | – |
| DUOLDuolingo, Inc. | CL A COM | 374 | $3.30 萬 | <0.1% | 歷史 |
| SPDR Series Trust78468R721 | STATE STREET SPD | 701 | $3.20 萬 | <0.1% | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 246 | $3.20 萬 | <0.1% | – |
| GSKGSK plc | SPONSORED ADR | 730 | $3.20 萬 | <0.1% | 歷史 |
| PATHUiPath, Inc. | Stock | 1,661 | $3.00 萬 | <0.1% | 歷史 |
| MURMurphy Oil Corp | COM | 717 | $2.20 萬 | <0.1% | 歷史 |
| iShares Tr46435G334 | MSCI UK ETF NEW | 611 | $1.80 萬 | <0.1% | – |
| STLDSteel Dynamics Inc | COM | 266 | $1.80 萬 | <0.1% | 歷史 |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 172 | $1.70 萬 | <0.1% | – |
| iShares Inc464286103 | MSCI AUST ETF | 794 | $1.70 萬 | <0.1% | – |
| FERGFerguson Enterprises Inc. | SHS | 129 | $1.40 萬 | <0.1% | 歷史 |
| Tidal ETF Tr886364728 | SONICSHARES AIR | 4,089 | $1.40 萬 | <0.1% | – |
| iShares Tr46429B671 | MSCI CHINA ETF | 196 | $1.10 萬 | <0.1% | – |
| ABBNYABB Ltd | SPONSORED ADR | 394 | $1.10 萬 | <0.1% | 歷史 |
| WBSWebster Financial Corp | COM | 183 | $8,000 | <0.1% | 歷史 |
| TERTeradyne, Inc | Stock | 82 | $7,000 | <0.1% | 歷史 |
| ACCAmerican Campus Communities Inc | COM | 101 | $7,000 | <0.1% | 歷史 |
| WALWestern Alliance Bancorporation | COM | 85 | $6,000 | <0.1% | 歷史 |
| TPTXTurning Point Therapeutics, Inc. | COM | 75 | $6,000 | <0.1% | 歷史 |
| FNFFidelity National Financial, Inc. | COM SHS | 128 | $5,000 | <0.1% | 歷史 |
| RVTYRevvity, Inc. | COM | 37 | $5,000 | <0.1% | 歷史 |
| SKMSK Telecom Co Ltd | SPONSORED ADR | 162 | $4,000 | <0.1% | 歷史 |
| LZLegalzoom.com, Inc. | COM | 353 | $4,000 | <0.1% | 歷史 |
| China Petroleum & Chemical C16941R108 | SPON ADR H SHS | 96 | $4,000 | <0.1% | – |
| LULufax Holding Ltd | ADS REP SHS CL A | 636 | $4,000 | <0.1% | 歷史 |
| ENOVEnovis CORP | COM | 63 | $3,000 | <0.1% | 歷史 |
| TRMBTrimble Inc. | COM | 57 | $3,000 | <0.1% | 歷史 |
| LPLLG Display Co., Ltd. | SPONS ADR REP | 535 | $3,000 | <0.1% | 歷史 |
| ESABESAB Corp | COM | 62 | $3,000 | <0.1% | 歷史 |
| TPRTapestry, Inc. | COM | 108 | $3,000 | <0.1% | 歷史 |
| PDSPrecision Drilling Corp | COM NEW | 50 | $3,000 | <0.1% | 歷史 |
| GENGen Digital Inc. | Stock | 90 | $2,000 | <0.1% | 歷史 |
| ACHAccendra Health Inc | Stock | 60 | $2,000 | <0.1% | 歷史 |
| FFIVF5, Inc. | Stock | 11 | $2,000 | <0.1% | 歷史 |
| QSQuantumScape Corp | COM CL A | 228 | $2,000 | <0.1% | 歷史 |
| BMOBank of Montreal | COM | 21 | $2,000 | <0.1% | 歷史 |
| CLSKCleanspark, Inc. | COM NEW | 452 | $2,000 | <0.1% | 歷史 |
| APPSDigital Turbine, Inc. | COM NEW | 130 | $2,000 | <0.1% | 歷史 |
| SNYSanofi | SPONSORED ADR | 39 | $2,000 | <0.1% | 歷史 |
| MACMacerich Co | COM | 217 | $2,000 | <0.1% | 歷史 |
| EEFTEuronet Worldwide, Inc. | COM | 21 | $2,000 | <0.1% | 歷史 |
| IIPRInnovative Industrial Properties Inc | COM | 15 | $2,000 | <0.1% | 歷史 |
| DOCNDigitalOcean Holdings, Inc. | COM | 50 | $2,000 | <0.1% | 歷史 |
| CRGYCrescent Energy Co | CL A COM | 126 | $2,000 | <0.1% | 歷史 |
| VTOLBristow Group Inc. | COM | 81 | $2,000 | <0.1% | 歷史 |
| BDNBrandywine Realty Trust | SH BEN INT NEW | 176 | $2,000 | <0.1% | 歷史 |
| PRCHPorch Group, Inc. | COM | 681 | $2,000 | <0.1% | 歷史 |
| RXTRackspace Technology, Inc. | COM | 312 | $2,000 | <0.1% | 歷史 |
| PACKRanpak Holdings Corp. | COM CL A | 239 | $2,000 | <0.1% | 歷史 |
| SLQTSelectQuote, Inc. | COM | 764 | $2,000 | <0.1% | 歷史 |
| UHTUniversal Health Realty Income Trust | SH BEN INT | 41 | $2,000 | <0.1% | 歷史 |
| FUVArcimoto Inc | COM | 661 | $2,000 | <0.1% | 歷史 |
| CIOCity Office REIT, Inc. | COM | 179 | $2,000 | <0.1% | 歷史 |
| ENVEnvestnet, Inc. | COM | 33 | $2,000 | <0.1% | 歷史 |
| Chiron Real Estate Inc.37954A204 | COM NEW | 184 | $2,000 | <0.1% | – |
| HPPHudson Pacific Properties, Inc. | COM | 122 | $2,000 | <0.1% | 歷史 |
| OPIOffice Properties Income Trust | COM SHS BEN INT | 103 | $2,000 | <0.1% | 歷史 |
| OUTOUTFRONT Media Inc. | COM | 122 | $2,000 | <0.1% | 歷史 |
| PGREParamount Group, Inc. | COM | 274 | $2,000 | <0.1% | 歷史 |
| TWKSThoughtworks Holding, Inc. | COM | 146 | $2,000 | <0.1% | 歷史 |
| UAAUnder Armour, Inc. | Stock | 97 | $1,000 | <0.1% | 歷史 |
| NGGNational Grid PLC | SPONSORED ADR NE | 11 | $1,000 | <0.1% | 歷史 |
| SLGSL Green Realty Corp | COM | 13 | $1,000 | <0.1% | 歷史 |
| FMSFresenius Medical Care AG | SPONSORED ADR | 28 | $1,000 | <0.1% | 歷史 |
| UAUnder Armour, Inc. | CL C | 101 | $1,000 | <0.1% | 歷史 |
| BAMBrookfield Asset Management Ltd. | CL A LTD VT SH | 32 | $1,000 | <0.1% | 歷史 |
| RTBRTB Digital, Inc. | COM NEW | 1,034 | $1,000 | <0.1% | 歷史 |
| Huaneng PWR Intl Inc443304100 | SPON ADR H SHS | 66 | $1,000 | <0.1% | – |
| Petrochina Co Ltd71646E100 | SPONSORED ADR | 22 | $1,000 | <0.1% | – |
| AIOVirtus Artificial Intelligence & Technology Opportunities Fund | COM | 2 | $0 | 0.0% | 歷史 |
| ALRSAlerus Financial Corp | COM | 20 | $0 | 0.0% | 歷史 |
| AEGAegon Ltd. | NY REGISTRY SHS | 8 | $0 | 0.0% | 歷史 |
| PIXYShiftPixy, Inc. | COM NEW | 33 | $0 | 0.0% | 歷史 |
| SOSSOS Ltd | SPNSORD ADS NEW | 33 | $0 | 0.0% | 歷史 |