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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
AVGOBroadcom Inc.Stock631$35.3 萬<0.1%+159+33.7%加碼歷史
CORCencora, Inc.Stock2,153$35.7 萬<0.1%+12+0.6%加碼歷史
CICigna GroupStock81,021$35.7 萬<0.1%+80,196+9,720.7%加碼歷史
CFCF Industries Holdings, Inc.COM4,222$36.0 萬<0.1%+3,817+942.5%加碼歷史
VEEVVeeva Systems IncStock2,235$36.1 萬<0.1%+49+2.2%加碼歷史
CBChubb LtdStock41,316$36.3 萬<0.1%+39,481+2,151.6%加碼歷史
TSLATesla, Inc.Stock3,016$37.2 萬<0.1%−151−4.8%減碼歷史
ZMZoom Communications, Inc.Stock5,506$37.3 萬<0.1%+25+0.5%加碼歷史
BXBlackstone Inc.COM5,051$37.5 萬<0.1%+3,051+152.6%加碼歷史
American Centy ETF Tr025072703INTL EQT ETF7,194$38.3 萬<0.1%+22+0.3%加碼–
CRMSalesforce, Inc.Stock31,846$38.4 萬<0.1%+28,395+822.8%加碼歷史
Vanguard Materials ETF92204A801ETF2,306$39.2 萬<0.1%−116−4.8%減碼–
COSTCostco Wholesale CorpStock867$39.6 萬<0.1%+146+20.2%加碼歷史
GSBDGoldman Sachs BDC, Inc.SHS28,000$39.7 萬<0.1%00.0%不變歷史
MCKMcKesson CorpStock1,062$39.9 萬<0.1%−115−9.8%減碼歷史
WCNWaste Connections, Inc.COM3,030$40.2 萬<0.1%+3,030新進歷史
iShares Tr464288414NATIONAL MUN ETF3,813$40.2 萬<0.1%+3,658+2,360.0%加碼–
DEDeere & CoStock940$40.4 萬<0.1%+20+2.2%加碼歷史
Schwab U.S. Large-Cap ETF808524201ETF9,010$40.7 萬<0.1%00.0%不變–
SPDR Index Shs FDS78463X541ST STR NAT ETF7,159$40.8 萬<0.1%+2,740+62.0%加碼–
ASANAsana, Inc.CL A29,910$41.2 萬<0.1%00.0%不變歷史
ARCCAres Capital CorpCEF22,334$41.3 萬<0.1%+4,134+22.7%加碼歷史
AMTAmerican Tower CorpREIT1,962$41.9 萬<0.1%+1,481+307.9%加碼歷史
iShares Inc46434G855MSCI GBL GOLD MN18,929$42.3 萬<0.1%+18,929新進–
State Street Financial Select Sector SPDR ETF81369Y605ETF12,376$42.3 萬<0.1%+1,000+8.8%加碼–
INTCIntel CorpStock16,018$42.3 萬<0.1%−7,959−33.2%減碼歷史
NVGNuveen AMT-Free Municipal Credit Income FundCEF34,890$42.4 萬<0.1%−3,803−9.8%減碼歷史
VLOValero Energy CorpStock3,382$42.9 萬<0.1%−41−1.2%減碼歷史
MFICMidCap Financial Investment CorpCOM NEW36,800$43.3 萬<0.1%00.0%不變歷史
NOWServiceNow, Inc.Stock1,129$43.8 萬<0.1%+7+0.6%加碼歷史
TMOThermo Fisher Scientific Inc.Stock798$44.0 萬<0.1%−276−25.7%減碼歷史
PHParker-Hannifin CorpStock1,528$44.5 萬<0.1%+464+43.6%加碼歷史
MSMorgan StanleyStock5,348$45.5 萬<0.1%−61−1.1%減碼歷史
NBWNeuberger Berman California Municipal Fund Inc.COM40,900$46.4 萬<0.1%−3,374−7.6%減碼歷史
OBDCBlue Owl Capital CorpCOM39,350$46.7 萬<0.1%+6,350+19.2%加碼歷史
GLWCorning IncCOM14,636$46.7 萬<0.1%+108+0.7%加碼歷史
GISGeneral Mills IncStock5,622$47.1 萬<0.1%+23+0.4%加碼歷史
KREFKKR Real Estate Finance Trust Inc.COM32,800$47.2 萬<0.1%−700−2.1%減碼歷史
iShares Russell 1000 Growth ETF464287614ETF2,229$47.8 萬<0.1%−1,215−35.3%減碼–
UGLProShares Trust IIULTRA GOLD8,699$48.1 萬<0.1%00.0%不變歷史
HONHoneywell International IncCOM2,250$48.2 萬<0.1%+583+35.0%加碼歷史
GDGeneral Dynamics CorpStock1,965$48.8 萬<0.1%+448+29.5%加碼歷史
AEMAgnico Eagle Mines LtdStock9,424$49.0 萬<0.1%+44+0.5%加碼歷史
Schwab Fundamental U.S. Large Company ETF808524771ETF9,218$49.3 萬<0.1%00.0%不變–
iShares Core MSCI Eafe ETF46432F842ETF8,045$49.6 萬<0.1%00.0%不變–
PWRQuanta Services, Inc.COM3,573$50.9 萬<0.1%+3,525+7,343.8%加碼歷史
GBDCGolub Capital BDC, Inc.COM38,742$51.0 萬<0.1%+6,787+21.2%加碼歷史
LLYEli Lilly & CoStock1,415$51.8 萬<0.1%−67−4.5%減碼歷史
iShares Tr464288885EAFE GRWTH ETF6,243$52.3 萬<0.1%−217−3.4%減碼–
GSGoldman Sachs Group IncStock1,615$55.5 萬<0.1%+61+3.9%加碼歷史
AIC3.ai, Inc.Stock50,817$56.9 萬<0.1%00.0%不變歷史
VZVerizon Communications IncStock14,941$58.9 萬<0.1%−432−2.8%減碼歷史
WMTWalmart Inc.Stock4,153$59.1 萬<0.1%+100+2.5%加碼歷史
NOCNorthrop Grumman CorpStock1,091$59.5 萬<0.1%+1,015+1,335.5%加碼歷史
AGIAlamos Gold IncStock58,867$59.5 萬<0.1%+107+0.2%加碼歷史
BLBlackline, Inc.COM8,867$59.6 萬<0.1%00.0%不變歷史
SHELShell plcADR10,614$60.4 萬<0.1%+620+6.2%加碼歷史
iShares Core S&P Small Cap ETF464287804ETF6,469$61.2 萬<0.1%−210−3.1%減碼–
iShares Tr46428743220 YR TR BD ETF6,219$61.9 萬<0.1%+6,219新進–
DVAXDynavax Technologies CorpCOM NEW58,404$62.1 萬<0.1%00.0%不變歷史
MQMarqeta, Inc.CLASS A COM102,613$62.7 萬<0.1%+321+0.3%加碼歷史
UBERUber Technologies, IncStock25,529$63.1 萬<0.1%−2,071−7.5%減碼歷史
PCKPIMCO California Municipal Income Fund IICOM92,800$63.3 萬<0.1%−5,400−5.5%減碼歷史
ROKRockwell Automation, IncStock2,485$64.0 萬<0.1%−303−10.9%減碼歷史
MDYSPDR S&P Midcap 400 ETF TrustETF1,452$64.5 萬<0.1%+301+26.2%加碼歷史
JPMorgan Chase & Co46625H365ALERIAN ML ETN30,539$66.4 萬<0.1%00.0%不變–
HDBHDFC Bank LtdSPONSORED ADS9,723$66.5 萬<0.1%+428+4.6%加碼歷史
iShares Tr464287556ISHARES BIOTECH5,086$66.8 萬<0.1%−1,154−18.5%減碼–
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD9,000$67.7 萬<0.1%00.0%不變–
iShares Tr464288687PFD AND INCM SEC22,350$68.2 萬<0.1%+8,250+58.5%加碼–
Vanguard Short-Term Bond ETF921937827ETF9,240$69.6 萬<0.1%00.0%不變–
Dimensional U.S. Core Equity 2 ETF25434V708ETF28,692$69.7 萬<0.1%−1,000−3.4%減碼–
CNICanadian National Railway CoStock5,905$70.2 萬<0.1%+139+2.4%加碼歷史
MMM3M CoStock5,904$70.8 萬<0.1%−437−6.9%減碼歷史
VanEck ETF Trust92189F106GOLD MINERS ETF24,903$71.4 萬<0.1%−2,731−9.9%減碼–
FCTFirst Trust Senior Floating Rate Income Fund IICOM74,975$71.5 萬<0.1%00.0%不變歷史
SBUXStarbucks CorpStock7,235$71.8 萬<0.1%+146+2.1%加碼歷史
RYRoyal Bank of CanadaStock7,665$72.1 萬<0.1%−1,172−13.3%減碼歷史
Vanguard Consumer Staples ETF92204A207ETF3,992$76.5 萬<0.1%−321−7.4%減碼–
iShares Inc46434G863ESG AWR MSCI EM25,755$77.4 萬<0.1%+18,089+236.0%加碼–
TSLXSixth Street Specialty Lending, Inc.COM47,107$83.9 萬<0.1%00.0%不變歷史
Vanguard Total Bond Market ETF921937835ETF11,800$84.8 萬<0.1%−2,615−18.1%減碼–
DLYDoubleLine Yield Opportunities FundCOM64,775$85.0 萬<0.1%00.0%不變歷史
NEENextera Energy IncStock10,256$85.7 萬<0.1%−1,366−11.8%減碼歷史
NEMNEWMONT CorpStock18,509$87.4 萬<0.1%−3,289−15.1%減碼歷史
MRKMerck & Co., Inc.Stock117,654$90.2 萬<0.1%+110,551+1,556.4%加碼歷史
CPNGCoupang, Inc.CL A61,483$90.4 萬<0.1%+8,847+16.8%加碼歷史
BACBank of America CorpStock27,473$91.0 萬<0.1%+622+2.3%加碼歷史
ROSTRoss Stores, Inc.COM7,921$91.9 萬<0.1%+20+0.3%加碼歷史
Vanguard Morningstar Growth ETF922908736ETF4,334$92.4 萬<0.1%+1,560+56.2%加碼–
EVMEaton Vance California Municipal Bond FundCOM107,460$92.8 萬<0.1%−14,751−12.1%減碼歷史
NFLXNetflix IncStock3,196$94.2 萬<0.1%−261−7.5%減碼歷史
NVDANVIDIA CorpStock6,461$94.4 萬<0.1%−1,346−17.2%減碼歷史
VCVInvesco California Value Municipal Income TrustCOM100,940$95.7 萬<0.1%−13,425−11.7%減碼歷史
TRTXTPG RE Finance Trust, Inc.COM137,316$96.5 萬<0.1%+198+0.1%加碼歷史
CVXChevron CorpStock5,582$100.2 萬<0.1%+115+2.1%加碼歷史
KOCoca Cola CoStock74,768$101.2 萬<0.1%+58,674+364.6%加碼歷史
GKOSGLAUKOS CorpCOM23,337$101.9 萬<0.1%00.0%不變歷史
Vanguard High Dividend Yield Index ETF921946406ETF9,445$102.2 萬<0.1%−2,955−23.8%減碼–
CHDChurch & Dwight Co IncCOM12,929$104.2 萬<0.1%00.0%不變歷史

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