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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
DDOGDatadog, Inc.CL A COM14,345$105.4 萬<0.1%00.0%不變歷史
HDHome Depot, Inc.Stock3,386$107.0 萬<0.1%−372−9.9%減碼歷史
PAYCPaycom Software, Inc.Stock3,483$108.1 萬<0.1%−2−0.1%減碼歷史
MUCBlackRock Muniholdings California Quality Fund, Inc.CEF101,483$109.0 萬<0.1%+2,447+2.5%加碼歷史
SPDR Series Trust78464A755ST STR SP METAL21,888$109.0 萬<0.1%−23−0.1%減碼–
Vanguard Information Technology ETF92204A702ETF3,432$109.6 萬<0.1%−1,702−33.2%減碼–
SYKStryker CorpStock4,479$109.9 萬<0.1%−275−5.8%減碼歷史
Vanguard Financials ETF92204A405ETF13,620$112.7 萬<0.1%−2,168−13.7%減碼–
MINAberdeen Intermediate Income FundSH BEN INT413,100$114.0 萬<0.1%−26,667−6.1%減碼歷史
PMVPPMV Pharmaceuticals, Inc.COM133,122$115.8 萬<0.1%00.0%不變歷史
AXPAmerican Express CoStock7,884$116.5 萬<0.1%−205−2.5%減碼歷史
Vanguard Industrials ETF92204A603ETF6,389$116.7 萬<0.1%−612−8.7%減碼–
iShares Core S&P Mid-Cap ETF464287507ETF4,847$117.2 萬<0.1%00.0%不變–
BITBlackRock Multi-Sector Income TrustCOM87,966$125.0 萬<0.1%−4,228−4.6%減碼歷史
RTXRTX CorpStock33,734$128.7 萬<0.1%+19,918+144.2%加碼歷史
AWIArmstrong World Industries IncCOM18,762$128.7 萬<0.1%−9,927−34.6%減碼歷史
Global X FDS37954Y673US INFR DEV ETF48,564$129.3 萬<0.1%−4,813−9.0%減碼–
ADPAutomatic Data Processing IncStock89,139$130.9 萬<0.1%+83,706+1,540.7%加碼歷史
BABoeing CoStock6,938$132.2 萬<0.1%−7−0.1%減碼歷史
REXRRexford Industrial Realty, Inc.COM24,138$132.6 萬<0.1%00.0%不變歷史
State Street Health Care Select Sector SPDR ETF81369Y209ETF10,407$141.4 萬0.1%+43+0.4%加碼–
iShares Select Dividend ETF464287168ETF11,993$144.6 萬0.1%00.0%不變–
JJacobs Solutions Inc.COM12,251$147.1 萬0.1%+31+0.3%加碼歷史
MCDMcDonalds CorpStock129,104$150.6 萬0.1%+122,867+1,970.0%加碼歷史
QCOMQualcomm IncStock13,707$150.7 萬0.1%+1,440+11.7%加碼歷史
iShares MSCI Eafe ETF464287465ETF22,990$150.9 萬0.1%−5,488−19.3%減碼–
NACNuveen California Quality Municipal Income FundCOM137,702$152.4 萬0.1%+8,720+6.8%加碼歷史
ABTAbbott LaboratoriesStock14,093$154.7 萬0.1%+550+4.1%加碼歷史
Vanguard Total World Stock ETF922042742ETF18,023$155.3 萬0.1%+5,080+39.2%加碼–
DIASPDR Dow Jones Industrial Average ETF TrustUT SER 14,680$155.4 萬0.1%+948+25.4%加碼歷史
State Street Energy Select Sector SPDR ETF81369Y506ETF17,772$155.4 萬0.1%−320−1.8%減碼–
iShares Tr464287150CORE S&P TTL STK18,692$158.5 萬0.1%+20.0%加碼–
CSCOCisco Systems, Inc.Stock33,452$159.4 萬0.1%+202+0.6%加碼歷史
Vanguard Morningstar Mid-Cap ETF922908629ETF8,077$164.6 萬0.1%−355−4.2%減碼–
iShares Core S&P U.S. Growth ETF464287671ETF20,187$164.6 萬0.1%−595−2.9%減碼–
ACNAccenture plcStock6,181$164.9 萬0.1%−89−1.4%減碼歷史
iShares Core U.S. Aggregate Bond ETF464287226ETF17,258$167.4 萬0.1%+10,108+141.4%加碼–
NEANuveen AMT-Free Quality Municipal Income FundCOM159,750$181.6 萬0.1%−14,581−8.4%減碼歷史
BHKBlackRock Core Bond TrustSHS BEN INT179,200$186.0 萬0.1%00.0%不變歷史
SLViShares Silver TrustETF84,825$186.8 萬0.1%−1,380−1.6%減碼歷史
BRK.ABerkshire Hathaway IncCL A4$187.5 萬0.1%00.0%不變歷史
UNPUnion Pacific CorpStock9,369$194.0 萬0.1%−775−7.6%減碼歷史
BIIBBiogen Inc.COM7,064$195.6 萬0.1%+7,064新進歷史
PFEPfizer IncStock38,258$196.0 萬0.1%+1,503+4.1%加碼歷史
METAMeta Platforms, Inc.Stock40,739$203.0 萬0.1%+33,091+432.7%加碼歷史
GOOGAlphabet Inc.Stock101,847$203.1 萬0.1%+82,241+419.5%加碼歷史
SSentinelOne, Inc.CL A141,179$206.0 萬0.1%+140,609+24,668.2%加碼歷史
NKXNuveen California Amt-Free Quality Municipal Income FundCOM170,257$209.4 萬0.1%+23,398+15.9%加碼歷史
AMGNAmgen IncStock8,293$217.8 萬0.1%+240+3.0%加碼歷史
DHRDanaher CorpStock8,266$219.6 萬0.1%+787+10.5%加碼歷史
TDToronto Dominion BankStock34,281$222.0 萬0.1%+363+1.1%加碼歷史
iShares Tr464287689RUSSELL 3000 ETF10,493$231.6 萬0.1%00.0%不變–
DSLDoubleLine Income Solutions FundCOM210,226$233.1 萬0.1%−9,056−4.1%減碼歷史
EAElectronic Arts Inc.COM19,254$235.2 萬0.1%+8,849+85.0%加碼歷史
Invesco Exch Traded FD Tr II46138E263S&P GBL WATER51,893$241.9 萬0.1%+2,000+4.0%加碼–
INTUIntuit Inc.Stock6,355$247.4 萬0.1%00.0%不變歷史
iShares Tr464287622RUS 1000 ETF11,829$249.0 萬0.1%−1,340−10.2%減碼–
iShares Tr464287234MSCI EMG MKT ETF66,042$250.3 萬0.1%−150,713−69.5%減碼–
VRSKVerisk Analytics, Inc.COM14,441$254.8 萬0.1%+2,121+17.2%加碼歷史
MTNVail Resorts IncCOM10,686$256.7 萬0.1%−3,587−25.1%減碼歷史
VMCVulcan Materials COCOM15,355$268.9 萬0.1%−4,380−22.2%減碼歷史
DLTRDollar Tree, Inc.COM19,960$282.3 萬0.1%−5,357−21.2%減碼歷史
XOMExxonMobil Holdings CorpCOM27,823$306.9 萬0.1%+1,011+3.8%加碼歷史
FDSFactset Research Systems IncStock7,900$317.0 萬0.1%−26−0.3%減碼歷史
VRSNVerisign IncCOM15,486$318.1 萬0.1%−5,258−25.3%減碼歷史
ADBEAdobe Inc.Stock9,570$322.1 萬0.1%+263+2.8%加碼歷史
ABBVAbbVie Inc.Stock20,141$325.5 萬0.1%+39+0.2%加碼歷史
MIDDMIDDLEBY CorpCOM24,811$332.2 萬0.1%−82−0.3%減碼歷史
CMECME Group Inc.COM19,459$336.0 萬0.1%−56−0.3%減碼歷史
JPMJPMorgan Chase & CoStock25,530$342.4 萬0.1%−1,005−3.8%減碼歷史
Invesco QQQ Trust Series I46090E103ETF13,144$350.0 萬0.1%+2,366+22.0%加碼–
GGGGraco IncCOM53,388$359.1 萬0.1%−124−0.2%減碼歷史
COPConocoPhillipsStock30,537$362.5 萬0.1%+559+1.9%加碼歷史
NLYAnnaly Capital Management IncREIT173,102$364.9 萬0.1%+9,055+5.5%加碼歷史
FISVFiserv IncStock36,530$369.2 萬0.1%−47,020−56.3%減碼歷史
DISWalt Disney CoStock68,852$374.4 萬0.1%+27,310+65.7%加碼歷史
MTDMettler Toledo International IncCOM2,610$377.3 萬0.1%−5−0.2%減碼歷史
SWKSSkyworks Solutions, Inc.Stock41,419$377.5 萬0.1%−3,364−7.5%減碼歷史
WMWaste Management IncStock25,537$400.6 萬0.1%−7,268−22.2%減碼歷史
LHLabcorp Holdings Inc.COM NEW17,052$401.5 萬0.1%+17,032+85,160.0%加碼歷史
iShares Russell 2000 ETF464287655ETF23,102$402.8 萬0.1%−1,412−5.8%減碼–
NARIInari Medical, Inc.Stock63,552$403.9 萬0.1%+480+0.8%加碼歷史
NVSTEnvista Holdings CorpCOM120,425$405.5 萬0.1%+24,783+25.9%加碼歷史
BXMTBlackstone Mortgage Trust, Inc.COM CL A186,126$405.6 萬0.1%+37,950+25.6%加碼歷史
CARRCarrier Global CorpStock107,053$408.4 萬0.1%+8,206+8.3%加碼歷史
SHWSherwin Williams CoCOM17,667$419.3 萬0.2%−236−1.3%減碼歷史
BRK.BBerkshire Hathaway IncStock13,909$429.6 萬0.2%+923+7.1%加碼歷史
BDXBecton Dickinson & CoStock17,118$435.3 萬0.2%−61−0.4%減碼歷史
Vanguard Health Care ETF92204A504ETF17,642$437.6 萬0.2%−6,306−26.3%減碼–
PGProcter & Gamble CoStock28,976$439.2 萬0.2%+169+0.6%加碼歷史
SYYSysco CorpStock58,841$449.8 萬0.2%−37,570−39.0%減碼歷史
CCICrown Castle Inc.REIT33,380$452.8 萬0.2%−10,442−23.8%減碼歷史
UPAR Ultra Risk Parity ETF886364595UPAR ULTRA RISK344,218$458.5 萬0.2%−202,443−37.0%減碼–
VVisa Inc.Stock296,102$460.1 萬0.2%+273,460+1,207.8%加碼歷史
SPGIS&P Global Inc.Stock14,110$472.6 萬0.2%−2,544−15.3%減碼歷史
LKQLKQ CorpCOM89,004$475.4 萬0.2%−15,586−14.9%減碼歷史
MSCIMSCI Inc.Stock10,924$508.2 萬0.2%−17−0.2%減碼歷史
Vanguard Real Estate ETF922908553ETF62,707$517.2 萬0.2%−1,728−2.7%減碼–
LINLinde PLCSHS16,459$536.9 萬0.2%−314−1.9%減碼歷史
BRZEBraze, Inc.Stock197,475$538.7 萬0.2%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