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Livermore
Livermore
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Evoke Wealth, LLC

SEC CIK
0001793432
最新申報
2026/8/10

2022 年第 4 季持倉

持倉截至 2022/12/31，2023/2/10 申報。只含多頭部位，變化是跟 2022 年第 3 季比股數。

機構總覽
持股檔數
358
較 2022 年第 3 季 −871
總值
$27.6 億
較 2022 年第 3 季 +$2.89 億 (+11.7%)
申報日
2023/2/10
SEC
Evoke Wealth, LLC 在 2022 年第 4 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
Sports Entertainment Gaming Global Corp54570M108COM13,246$2,338<0.1%00.0%不變–
SLESuper League Enterprise, Inc.COM36,000$1.21 萬<0.1%00.0%不變歷史
REALTheRealReal, Inc.COM23,933$2.99 萬<0.1%00.0%不變歷史
FIPFTAI Infrastructure Inc.COMMON STOCK11,700$3.45 萬<0.1%00.0%不變歷史
SIENProject Sage Oldco, Inc.COM178,277$3.62 萬<0.1%00.0%不變歷史
CDZICadiz IncCOM NEW19,635$4.91 萬<0.1%+19,635新進歷史
ETWOE2open Parent Holdings, Inc.COM CL A12,310$7.23 萬<0.1%00.0%不變歷史
LSFLaird Superfood, Inc.COM STK87,850$7.38 萬<0.1%+87,500+25,000.0%加碼歷史
MUFGMitsubishi Ufj Financial Group IncSPONSORED ADS12,997$8.67 萬<0.1%+12,997新進歷史
HIMSHims & Hers Health, Inc.Stock13,754$8.82 萬<0.1%00.0%不變歷史
FSLYFastly, Inc.CL A11,893$9.74 萬<0.1%+171+1.5%加碼歷史
VANIVivani Medical, Inc.COMMON STOCK134,870$11.5 萬<0.1%+134,870新進歷史
FIGSFIGS, Inc.CL A19,191$12.9 萬<0.1%−4,197−17.9%減碼歷史
THMInternational Tower Hill Mines LtdCOM318,750$13.6 萬<0.1%00.0%不變歷史
Direxion Shs ETF Tr25490K323SP BIOTCH BL NEW20,000$14.1 萬<0.1%00.0%不變–
First Tr Exch Traded FD III33739E108PFD SECS INC ETF10,188$17.1 萬<0.1%+10,188新進–
HOODRobinhood Markets, Inc.Stock21,239$17.3 萬<0.1%00.0%不變歷史
KALVKalVista Pharmaceuticals, Inc.COM25,583$17.3 萬<0.1%00.0%不變歷史
U.S. Global Jets ETF26922A842ETF10,152$17.3 萬<0.1%00.0%不變–
BKCCBlackRock Capital Investment CorpCOM47,000$17.5 萬<0.1%00.0%不變歷史
FTAIFTAI Aviation Ltd.SHS11,700$20.0 萬<0.1%00.0%不變歷史
iShares Tr464288760US AER DEF ETF1,800$20.1 萬<0.1%00.0%不變–
XELXcel Energy IncStock2,863$20.2 萬<0.1%+1,741+155.2%加碼歷史
AGNCAGNC Investment Corp.REIT19,363$20.3 萬<0.1%+128+0.7%加碼歷史
OZKBank OZKCOM5,068$20.3 萬<0.1%+68+1.4%加碼歷史
Vanguard Star FDS921909768VG TL INTL STK F3,936$20.4 萬<0.1%−546−12.2%減碼–
Schwab U.S. Small-Cap ETF808524607ETF5,084$20.6 萬<0.1%00.0%不變–
LAZRQLuminar Technologies, Inc.COM CL A41,625$20.6 萬<0.1%00.0%不變歷史
WENWendy's CoStock9,121$20.6 萬<0.1%+114+1.3%加碼歷史
BAXBaxter International IncStock4,038$20.7 萬<0.1%+27+0.7%加碼歷史
PRUPrudential Financial IncStock2,090$20.8 萬<0.1%+753+56.3%加碼歷史
SORSource CapitalCOM5,450$21.1 萬<0.1%+5,450新進歷史
PCQPIMCO California Municipal Income FundCOM14,434$21.8 萬<0.1%−4,566−24.0%減碼歷史
ITWIllinois Tool Works IncStock1,001$22.2 萬<0.1%+4+0.4%加碼歷史
Invesco Exch Traded FD Tr II46138E511PFD ETF19,848$22.2 萬<0.1%+15,228+329.6%加碼–
GSGiShares S&P GSCI Commodity-Indexed TrustUNIT BEN INT10,710$22.7 萬<0.1%00.0%不變歷史
IBMInternational Business Machines CorpStock1,622$22.8 萬<0.1%+13+0.8%加碼歷史
ALLAllstate CorpStock1,687$23.0 萬<0.1%+20+1.2%加碼歷史
SCHWSchwab Charles CorpStock2,765$23.0 萬<0.1%+82+3.1%加碼歷史
FTNTFortinet, Inc.Stock4,713$23.0 萬<0.1%+223+5.0%加碼歷史
ALHCAlignment Healthcare, Inc.COM20,000$23.5 萬<0.1%−500−2.4%減碼歷史
DRIDarden Restaurants IncCOM1,716$23.7 萬<0.1%+19+1.1%加碼歷史
Schwab Fundamental U.S. Small Company ETF808524763ETF5,105$23.9 萬<0.1%00.0%不變–
BABAAlibaba Group Holding LtdADR2,724$24.0 萬<0.1%+224+9.0%加碼歷史
ZIPZiprecruiter, Inc.CL A14,635$24.0 萬<0.1%00.0%不變歷史
Schwab Intermediate-Term US Treasury ETF808524854ETF4,885$24.0 萬<0.1%+4,885新進–
CTVACorteva, Inc.Stock4,106$24.1 萬<0.1%+3,059+292.2%加碼歷史
CMCSAComcast CorpStock6,975$24.4 萬<0.1%−2,044−22.7%減碼歷史
Dimensional ETF Trust25434V724US MKTWIDE VALUE7,341$24.6 萬<0.1%00.0%不變–
PXDPioneer Natural Resources CoCOM1,080$24.7 萬<0.1%−2−0.2%減碼歷史
WMBWilliams Companies, Inc.COM7,691$25.3 萬<0.1%+14+0.2%加碼歷史
iShares S&P 500 Growth ETF464287309ETF4,347$25.4 萬<0.1%00.0%不變–
COUPCoupa Software IncCOM3,242$25.7 萬<0.1%+30+0.9%加碼歷史
LENLennar CorpCL A2,840$25.7 萬<0.1%+1,429+101.3%加碼歷史
EVRGEvergy, Inc.Stock4,147$26.1 萬<0.1%+19+0.5%加碼歷史
iShares Tr464287184CHINA LG-CAP ETF9,227$26.1 萬<0.1%−5,515−37.4%減碼–
Franklin Templeton ETF Tr35473P744FTSE JAPAN ETF10,870$26.1 萬<0.1%00.0%不變–
iShares Tr464287630RUS 2000 VAL ETF1,893$26.3 萬<0.1%−8,493−81.8%減碼–
Vanguard Utilities ETF92204A876ETF1,714$26.3 萬<0.1%−14,750−89.6%減碼–
PSXPhillips 66Stock2,542$26.5 萬<0.1%+26+1.0%加碼歷史
Schwab U.S. Broad Market ETF808524102ETF5,918$26.5 萬<0.1%00.0%不變–
ESSEssex Property Trust, Inc.COM1,260$27.0 萬<0.1%−1,187−48.5%減碼歷史
CVSCVS Health CorpStock2,921$27.2 萬<0.1%+306+11.7%加碼歷史
Goldman Sachs ETF Tr381430545HEDGE IND ETF3,955$27.5 萬<0.1%00.0%不變–
MDTMedtronic plcStock3,512$27.5 萬<0.1%−55,000−94.0%減碼歷史
State Street Technology Select Sector SPDR ETF81369Y803ETF2,235$27.8 萬<0.1%−375−14.4%減碼–
CAGConagra Brands Inc.Stock7,270$28.1 萬<0.1%−18−0.2%減碼歷史
STZConstellation Brands, Inc.Stock1,215$28.2 萬<0.1%+392+47.6%加碼歷史
CRWSCrown Crafts IncCOM52,345$28.4 萬<0.1%00.0%不變歷史
PYPLPayPal Holdings, Inc.Stock4,005$28.5 萬<0.1%−1,643−29.1%減碼歷史
LUVSouthwest Airlines CoCOM8,573$28.9 萬<0.1%+33+0.4%加碼歷史
AVBAvalonbay Communities IncCOM1,774$28.9 萬<0.1%−1,725−49.3%減碼歷史
SWKStanley Black & Decker, Inc.COM3,884$29.2 萬<0.1%−77−1.9%減碼歷史
FFord Motor CoStock25,184$29.3 萬<0.1%+2,246+9.8%加碼歷史
LMTLockheed Martin CorpStock605$29.5 萬<0.1%−302−33.3%減碼歷史
GMGeneral Motors CoCOM8,828$29.7 萬<0.1%+106+1.2%加碼歷史
iShares Inc464286327MSCI GLB SLV&MTL28,394$29.8 萬<0.1%+28,394新進–
TGTTarget CorpStock2,005$29.9 萬<0.1%−133−6.2%減碼歷史
TXNTexas Instruments IncStock1,824$30.1 萬<0.1%−451−19.8%減碼歷史
PANWPalo Alto Networks IncStock2,168$30.3 萬<0.1%−739−25.4%減碼歷史
CXMSprinklr, Inc.CL A37,704$30.8 萬<0.1%00.0%不變歷史
EIXEdison InternationalStock4,843$31.2 萬<0.1%+16+0.3%加碼歷史
iShares Russell 1000 Value ETF464287598ETF2,074$31.4 萬<0.1%−3,943−65.5%減碼–
iShares Tr464289529INDIA 50 ETF7,456$31.5 萬<0.1%+1,201+19.2%加碼–
Dimensional ETF Trust25434V807INTERNATNAL VAL10,441$31.7 萬<0.1%−229−2.1%減碼–
BLKBlackRock, Inc.COM99,519$31.9 萬<0.1%+98,955+17,545.2%加碼歷史
Vanguard Morningstar Large-Cap ETF922908637ETF1,851$32.2 萬<0.1%−825−30.8%減碼–
ARIApollo Commercial Real Estate Finance, Inc.COM29,168$32.4 萬<0.1%00.0%不變歷史
LNGCheniere Energy, Inc.COM NEW2,180$32.7 萬<0.1%+2,180新進歷史
New Gold Inc Cda644535106COM333,690$32.7 萬<0.1%00.0%不變–
State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847ETF7,707$32.8 萬<0.1%00.0%不變–
Global X Lithium & Battery Tech ETF37954Y855ETF5,600$33.1 萬<0.1%−1,410−20.1%減碼–
Vanguard Morningstar Mid-Cap Value ETF922908512ETF2,466$33.4 萬<0.1%00.0%不變–
Vanguard Energy ETF92204A306ETF2,767$33.6 萬<0.1%−2−0.1%減碼–
TAT&T Inc.Stock18,545$34.1 萬<0.1%−27,154−59.4%減碼歷史
Vanguard Consumer Discretionary ETF92204A108ETF1,569$34.4 萬<0.1%−137−8.0%減碼–
UPSUnited Parcel Service IncStock1,982$34.4 萬<0.1%−728−26.9%減碼歷史
Barrick Gold Corp067901108COM20,256$34.8 萬<0.1%−10,145−33.4%減碼–
TROWPrice T Rowe Group IncStock3,193$34.8 萬<0.1%−260−7.5%減碼歷史
MOAltria Group, Inc.Stock7,509$35.0 萬<0.1%+455+6.5%加碼歷史

2022 年第 3 季之後清倉（885 檔）

2022 年第 3 季季末還持有、這份申報已經沒有的部位。

依上一季市值列出前 100 檔，共 885 檔。

Evoke Wealth, LLC 在 2022 年第 3 季之後清倉的部位
證券類別2022 年第 3 季股數2022 年第 3 季市值2022 年第 3 季佔組合 %紀錄
ELMEElme CommunitiesSH BEN INT193,323$342.8 萬0.1%歷史
REFIChicago Atlantic Real Estate Finance, Inc.COM119,570$177.9 萬0.1%歷史
OMCLOmnicell, Inc.COM16,855$146.7 萬0.1%歷史
SPDR Series Trust78464A763ST STR SP DIV3,385$37.7 萬<0.1%–
Global X FDS37954Y848GLOBAL X SILVER13,896$33.5 萬<0.1%–
BIPBrookfield Infrastructure Partners L.P.LP INT UNIT8,234$29.6 萬<0.1%歷史
ZTSZoetis Inc.Stock1,853$27.5 萬<0.1%歷史
CGBDCarlyle Secured Lending, Inc.COM22,267$26.4 萬<0.1%歷史
DEODiageo PLCSPON ADR NEW1,487$25.4 萬<0.1%歷史
BIPCBrookfield Infrastructure CorpCOM SB VTG SHS A6,240$25.4 萬<0.1%歷史
Vanguard Morningstar Small-Cap ETF922908751ETF1,440$24.6 萬<0.1%–
iShares Tr4642874407-10 YR TRSY BD2,505$24.0 萬<0.1%–
Proshares Ultrapro Short Qqq - US ETP74347G432Exchange-Traded Fund3,667$22.5 萬<0.1%–
ProShares Tr74347G424ULSHRT TECH NEW8,948$21.9 萬<0.1%–
CRSPCRISPR Therapeutics AGNAMEN AKT3,300$21.6 萬<0.1%歷史
ProShares Tr74347B227ULTSHT FT CH 504,170$21.6 萬<0.1%–
Global X FDS37954Y715RBTCS ARTFL INTE11,720$21.2 萬<0.1%–
NVSNovartis AGADR2,782$21.1 萬<0.1%歷史
ProShares Tr74347G556ULTSHT REAL EST9,955$20.7 萬<0.1%–
MRSHMarsh & McLennan Companies, Inc.Stock1,379$20.6 萬<0.1%歷史
ProShares Ultrashort S&P 50074347G416ETF3,777$20.6 萬<0.1%–
ProShares Tr74347G382ULTSHT FINLS NEW8,278$20.6 萬<0.1%–
ProShares Tr74347G689ULTSHT RUSS200010,460$20.4 萬<0.1%–
ProShares Tr74348A434ULTSHT FTSE EURO10,101$19.9 萬<0.1%–
CRWDCrowdStrike Holdings, Inc.Stock1,200$19.8 萬<0.1%歷史
DBX ETF Tr233051200XTRACK MSCI EAFE5,817$19.5 萬<0.1%–
iShares Russell 2000 Growth ETF464287648ETF929$19.2 萬<0.1%–
NTLAIntellia Therapeutics, Inc.COM3,350$18.7 萬<0.1%歷史
WIXWix.com Ltd.SHS2,357$18.4 萬<0.1%歷史
TWTRTwitter, Inc.COM4,035$17.7 萬<0.1%歷史
iShares Core MSCI Emerging Markets ETF46434G103ETF4,075$17.5 萬<0.1%–
MSIMotorola Solutions, Inc.Stock774$17.4 萬<0.1%歷史
DDominion Energy, IncStock2,504$17.3 萬<0.1%歷史
WBDWarner Bros. Discovery, Inc.Stock14,929$17.2 萬<0.1%歷史
AYXAlteryx, Inc.COM CL A3,082$17.2 萬<0.1%歷史
RSGRepublic Services, Inc.COM1,255$17.1 萬<0.1%歷史
PCORProcore Technologies, Inc.COM3,430$17.0 萬<0.1%歷史
DARDarling Ingredients Inc.COM2,500$16.5 萬<0.1%歷史
ATVIActivision Blizzard, Inc.COM2,194$16.3 萬<0.1%歷史
Schwab International Equity ETF808524805ETF5,767$16.2 萬<0.1%–
Dimensional U.S. Targeted Value ETF25434V609ETF4,130$16.1 萬<0.1%–
WisdomTree Tr97717W505US MIDCAP DIVID4,227$15.9 萬<0.1%–
iShares S&P Small-Cap 600 Value ETF464287879ETF1,869$15.4 萬<0.1%–
WFCWells Fargo & CompanyStock3,797$15.3 萬<0.1%歷史
FTVFortive CorpStock2,603$15.2 萬<0.1%歷史
State Street SPDR S&P Bank ETF78464A797ETF3,400$15.1 萬<0.1%–
METMetlife IncStock2,434$14.8 萬<0.1%歷史
RHIRobert Half Inc.COM1,935$14.8 萬<0.1%歷史
TMUST-Mobile US, Inc.Stock1,072$14.4 萬<0.1%歷史
TFCTruist Financial CorpCOM3,260$14.2 萬<0.1%歷史
INGRIngredion IncCOM1,732$13.9 萬<0.1%歷史
THGHanover Insurance Group, Inc.COM1,077$13.8 萬<0.1%歷史
GWWW.W. Grainger, Inc.Stock279$13.6 萬<0.1%歷史
PFNPIMCO Income Strategy Fund IICOM19,338$13.5 萬<0.1%歷史
DALDelta Air Lines, Inc.COM NEW4,794$13.5 萬<0.1%歷史
DUKDuke Energy CORPStock1,441$13.4 萬<0.1%歷史
ETNEaton Corp plcStock1,008$13.4 萬<0.1%歷史
STAGSTAG Industrial, Inc.COM4,696$13.4 萬<0.1%歷史
CHTRCharter Communications, Inc.CL A431$13.1 萬<0.1%歷史
American Centy ETF Tr025072885US EQT ETF2,079$13.0 萬<0.1%–
SPDR Series Trust78464A722ST STR SP PHARMA3,200$12.9 萬<0.1%–
Vanguard Intl Equity Index F922042676GLB EX US ETF3,340$12.7 萬<0.1%–
RBLXRoblox CorpStock3,503$12.6 萬<0.1%歷史
ABNBAirbnb, Inc.Stock1,191$12.5 萬<0.1%歷史
CATCaterpillar IncStock755$12.4 萬<0.1%歷史
WisdomTree Tr97717W794TRUE DEV INTL FD3,315$12.4 萬<0.1%–
PLDPrologis, Inc.REIT1,207$12.3 萬<0.1%歷史
MPCMarathon Petroleum CorpStock1,239$12.3 萬<0.1%歷史
MNSTMonster Beverage CorpCOM1,418$12.3 萬<0.1%歷史
American Centy ETF Tr025072604AVANTIS EMGMKT2,678$12.3 萬<0.1%–
JCIJohnson Controls International plcStock2,376$11.8 萬<0.1%歷史
EQTEQT CorpStock2,901$11.8 萬<0.1%歷史
ISRGIntuitive Surgical IncCOM NEW611$11.5 萬<0.1%歷史
BMYBristol Myers Squibb CoStock1,580$11.2 萬<0.1%歷史
GAMGeneral American Investors Co IncCOM3,322$11.2 萬<0.1%歷史
KKellanovaStock1,583$11.0 萬<0.1%歷史
ELEstee Lauder Companies IncCL A509$11.0 萬<0.1%歷史
PDIPIMCO Dynamic Income FundSHS5,628$10.9 萬<0.1%歷史
NETCloudflare, Inc.CL A COM1,975$10.9 萬<0.1%歷史
Vanguard Ftse All-World Ex-US Index Fund922042775ETF2,429$10.8 萬<0.1%–
OKEONEOK IncCOM2,091$10.7 萬<0.1%歷史
ROKURoku, IncCOM CL A1,901$10.7 萬<0.1%歷史
PNWPinnacle West Capital CorpCOM1,636$10.6 萬<0.1%歷史
TELTE Connectivity plcREG SHS934$10.3 萬<0.1%歷史
GMEGameStop Corp.Stock4,000$10.1 萬<0.1%歷史
PSAPublic StorageCOM345$10.1 萬<0.1%歷史
USBUS Bancorp DECOM NEW2,468$10.1 萬<0.1%歷史
SPLKSplunk IncCOM1,342$10.1 萬<0.1%歷史
Vanguard Morningstar Small-Cap Value ETF922908611ETF689$9.90 萬<0.1%–
iShares MSCI USA Quality Factor ETF46432F339ETF951$9.90 萬<0.1%–
WisdomTree Tr97717W315EMER MKT HIGH FD3,056$9.90 萬<0.1%–
DCIDonaldson Co IncStock2,005$9.80 萬<0.1%歷史
PMPhilip Morris International Inc.Stock1,155$9.70 萬<0.1%歷史
ETF Ser Solutions26922A321DISTILLATE US2,635$9.70 萬<0.1%–
EXCExelon CorpStock2,552$9.60 萬<0.1%歷史
iShares Core High Dividend ETF46429B663ETF1,045$9.50 萬<0.1%–
KIMKimco Realty CorpCOM5,102$9.40 萬<0.1%歷史
ELVElevance Health, Inc.Stock206$9.30 萬<0.1%歷史
TTDTrade Desk, Inc.Stock1,563$9.30 萬<0.1%歷史
TSMTaiwan Semiconductor Manufacturing Co LtdADR1,337$9.20 萬<0.1%歷史