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Livermore
Livermore
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Evoke Wealth, LLC

SEC CIK
0001793432
最新申報
2026/8/10

2025 年第 1 季持倉

持倉截至 2025/3/31，2025/5/13 申報。只含多頭部位，變化是跟 2024 年第 4 季比股數。

機構總覽
持股檔數
450
較 2024 年第 4 季 +16
總值
$38.3 億
較 2024 年第 4 季 +$2.40 億 (+6.7%)
申報日
2025/5/13
SEC
Evoke Wealth, LLC 在 2025 年第 1 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
AMPAmeriprise Financial IncCOM626$30.3 萬<0.1%+74+13.4%加碼歷史
HWMHowmet Aerospace Inc.Stock2,338$30.3 萬<0.1%+2,338新進歷史
ORLYO Reilly Automotive IncStock212$30.4 萬<0.1%+212新進歷史
ZSZscaler, Inc.Stock1,535$30.5 萬<0.1%+312+25.5%加碼歷史
CCitigroup IncStock4,328$30.7 萬<0.1%+1,116+34.7%加碼歷史
JCIJohnson Controls International plcStock3,822$30.8 萬<0.1%+806+26.7%加碼歷史
TTTrane Technologies plcSHS924$31.1 萬<0.1%+924新進歷史
AMTAmerican Tower CorpREIT1,435$31.2 萬<0.1%−37−2.5%減碼歷史
PHYSSprott Physical Gold TrustPHYSICAL GOLD TR13,000$31.3 萬<0.1%00.0%不變歷史
NOCNorthrop Grumman CorpStock613$31.4 萬<0.1%+613新進歷史
KLACKLA CorpCOM NEW464$31.5 萬<0.1%+17+3.8%加碼歷史
BMYBristol Myers Squibb CoStock5,198$31.7 萬<0.1%−272−5.0%減碼歷史
GEVGE Vernova Inc.Stock1,052$32.1 萬<0.1%+202+23.8%加碼歷史
WELLWelltower Inc.REIT2,125$32.6 萬<0.1%+37+1.8%加碼歷史
ZTSZoetis Inc.Stock1,998$32.9 萬<0.1%+248+14.2%加碼歷史
FIXComfort Systems USA IncCOM1,021$32.9 萬<0.1%+102+11.1%加碼歷史
CTASCintas CorpStock1,602$32.9 萬<0.1%+381+31.2%加碼歷史
CTVACorteva, Inc.Stock5,234$32.9 萬<0.1%+20+0.4%加碼歷史
Vanguard Morningstar Mid-Cap Value ETF922908512ETF2,054$33.0 萬<0.1%+2,054新進–
CMCSAComcast CorpStock8,977$33.1 萬<0.1%+1,684+23.1%加碼歷史
BRZEBraze, Inc.Stock9,207$33.2 萬<0.1%+163+1.8%加碼歷史
TGTTarget CorpStock3,200$33.4 萬<0.1%−1,392−30.3%減碼歷史
ELVElevance Health, Inc.Stock781$34.0 萬<0.1%+166+27.0%加碼歷史
HOODRobinhood Markets, Inc.Stock8,176$34.0 萬<0.1%+1,085+15.3%加碼歷史
iShares Russell 2000 Growth ETF464287648ETF1,341$34.3 萬<0.1%00.0%不變–
NVGNuveen AMT-Free Municipal Credit Income FundCEF29,000$36.1 萬<0.1%00.0%不變歷史
FISFidelity National Information Services, Inc.Stock4,851$36.2 萬<0.1%−263−5.1%減碼歷史
Vanguard Index FDS922908652EXTEND MKT ETF2,123$36.6 萬<0.1%00.0%不變–
TRVTravelers Companies, Inc.Stock1,396$36.9 萬<0.1%+224+19.1%加碼歷史
KKellanovaStock4,478$36.9 萬<0.1%−20−0.4%減碼歷史
HONHoneywell International IncCOM1,761$37.3 萬<0.1%−582−24.8%減碼歷史
PGRProgressive CorpStock1,323$37.4 萬<0.1%−119−8.3%減碼歷史
KALVKalVista Pharmaceuticals, Inc.COM32,446$37.4 萬<0.1%+83+0.3%加碼歷史
KVUEKenvue Inc.Stock15,642$37.5 萬<0.1%−3,221−17.1%減碼歷史
ETHGrayscale Ethereum Staking Mini ETFSHS NEW21,850$37.6 萬<0.1%+10,077+85.6%加碼歷史
CICigna GroupStock1,145$37.7 萬<0.1%+109+10.5%加碼歷史
ASMLASML Holding NVADR572$37.9 萬<0.1%+79+16.0%加碼歷史
VACMarriott Vacations Worldwide CorpCOM5,906$37.9 萬<0.1%−461−7.2%減碼歷史
EIXEdison InternationalStock6,480$38.2 萬<0.1%+1,288+24.8%加碼歷史
DUKDuke Energy CORPStock3,131$38.2 萬<0.1%+581+22.8%加碼歷史
ALLAllstate CorpStock1,844$38.4 萬<0.1%+135+7.9%加碼歷史
Global X FDS37954Y632ARTIFICIAL ETF10,562$38.4 萬<0.1%00.0%不變–
NVONovo Nordisk A SADR5,464$38.6 萬<0.1%+198+3.8%加碼歷史
BSXBoston Scientific CorpStock3,838$38.7 萬<0.1%+297+8.4%加碼歷史
FOXFox CorpCL B COM7,370$38.8 萬<0.1%+60+0.8%加碼歷史
ETNEaton Corp plcStock1,450$39.4 萬<0.1%+215+17.4%加碼歷史
State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847ETF7,707$39.4 萬<0.1%−267−3.3%減碼–
PLTRPalantir Technologies Inc.Stock4,804$40.5 萬<0.1%+887+22.6%加碼歷史
TXNTexas Instruments IncStock2,281$41.0 萬<0.1%−348−13.2%減碼歷史
FUNSix Flags Entertainment CorporationCOM11,535$41.1 萬<0.1%+36+0.3%加碼歷史
MRVLMarvell Technology, Inc.COM6,713$41.3 萬<0.1%+1,714+34.3%加碼歷史
DRIDarden Restaurants IncCOM1,992$41.4 萬<0.1%+167+9.2%加碼歷史
BUSEFirst Busey CorpCOM NEW19,232$41.5 萬<0.1%+14+0.1%加碼歷史
ITWIllinois Tool Works IncStock1,670$41.7 萬<0.1%+31+1.9%加碼歷史
SYYSysco CorpStock5,561$41.7 萬<0.1%−473−7.8%減碼歷史
AMATApplied Materials IncStock2,885$41.9 萬<0.1%+341+13.4%加碼歷史
State Street Communication Services Select Sector SPDR ETF81369Y852ETF4,346$41.9 萬<0.1%00.0%不變–
Schwab U.S. Broad Market ETF808524102ETF19,506$42.0 萬<0.1%−492−2.5%減碼–
NBHNeuberger Municipal Fund Inc.COM40,469$42.3 萬<0.1%00.0%不變歷史
PCKPIMCO California Municipal Income Fund IICOM75,740$42.9 萬<0.1%00.0%不變歷史
DEDeere & CoStock912$43.0 萬<0.1%−47−4.9%減碼歷史
Vanguard Industrials ETF92204A603ETF1,740$43.1 萬<0.1%00.0%不變–
GTLBGitlab Inc.CLASS A COM9,612$45.2 萬<0.1%+180+1.9%加碼歷史
Goldman Sachs ETF Tr381430545HEDGE IND ETF3,955$46.6 萬<0.1%00.0%不變–
UBERUber Technologies, IncStock6,427$46.8 萬<0.1%+449+7.5%加碼歷史
MRSHMarsh & McLennan Companies, Inc.Stock1,921$46.9 萬<0.1%+269+16.3%加碼歷史
TRGPTarga Resources Corp.COM2,346$47.0 萬<0.1%+1,059+82.3%加碼歷史
ICEIntercontinental Exchange, Inc.Stock2,735$47.2 萬<0.1%+857+45.6%加碼歷史
MFICMidCap Financial Investment CorpCOM NEW36,800$47.3 萬<0.1%00.0%不變歷史
Vanguard Morningstar Large-Cap ETF922908637ETF1,845$47.4 萬<0.1%−500−21.3%減碼–
TMUST-Mobile US, Inc.Stock1,779$47.4 萬<0.1%+218+14.0%加碼歷史
ETEnergy Transfer LPCOM UT LTD PTN25,617$47.6 萬<0.1%+25,617新進歷史
PHParker-Hannifin CorpStock791$48.1 萬<0.1%+20+2.6%加碼歷史
iShares MSCI USA Quality Factor ETF46432F339ETF2,851$48.7 萬<0.1%+337+13.4%加碼–
EVRGEvergy, Inc.Stock7,095$48.9 萬<0.1%+323+4.8%加碼歷史
ZMZoom Communications, Inc.Stock6,657$49.1 萬<0.1%+22+0.3%加碼歷史
Vanguard Consumer Staples ETF92204A207ETF2,250$49.2 萬<0.1%00.0%不變–
EVMEaton Vance California Municipal Bond FundCOM53,360$49.5 萬<0.1%00.0%不變歷史
SCHWSchwab Charles CorpStock6,467$50.6 萬<0.1%+216+3.5%加碼歷史
iShares Tr464287556ISHARES BIOTECH3,974$50.8 萬<0.1%00.0%不變–
State Street SPDR Portfolio Developed World Ex-US ETF78463X889ETF14,145$51.5 萬<0.1%00.0%不變–
LRCXLam Research CorpStock7,197$52.5 萬<0.1%+7,197新進歷史
BXBlackstone Inc.COM3,762$52.6 萬<0.1%+22+0.6%加碼歷史
iShares Tr464289529INDIA 50 ETF10,365$52.6 萬<0.1%00.0%不變–
Dimensional U.S. Small Cap ETF25434V500ETF8,952$53.5 萬<0.1%00.0%不變–
BLKBlackRock, Inc.Stock569$53.9 萬<0.1%+2+0.4%加碼歷史
GMGeneral Motors CoCOM11,498$54.1 萬<0.1%+2,073+22.0%加碼歷史
WFCWells Fargo & CompanyStock7,652$54.9 萬<0.1%+121+1.6%加碼歷史
iShares Tr464288117INTL TREA BD ETF13,953$55.0 萬<0.1%+13,953新進–
VanEck ETF Trust92189F791JUNIOR GOLD MINE9,635$55.1 萬<0.1%00.0%不變–
UGLProShares Trust IIULTRA GOLD4,349$56.0 萬<0.1%00.0%不變歷史
Vanguard Ftse All-World Ex-US Index Fund922042775ETF9,230$56.0 萬<0.1%+1,160+14.4%加碼–
ARCCAres Capital CorpCEF25,318$56.1 萬<0.1%00.0%不變歷史
iShares Russell Mid-Cap Growth ETF464287481ETF4,808$56.5 萬<0.1%00.0%不變–
VRTXVertex Pharmaceuticals IncStock1,173$56.9 萬<0.1%+102+9.5%加碼歷史
ISRGIntuitive Surgical IncCOM NEW1,183$58.6 萬<0.1%+96+8.8%加碼歷史
PMPhilip Morris International Inc.Stock3,695$59.1 萬<0.1%+692+23.0%加碼歷史
VLOValero Energy CorpStock4,497$59.4 萬<0.1%+228+5.3%加碼歷史
CNICanadian National Railway CoStock6,113$59.6 萬<0.1%−49−0.8%減碼歷史
Schwab U.S. Small-Cap ETF808524607ETF25,557$59.9 萬<0.1%00.0%不變–

2024 年第 4 季之後清倉（21 檔）

2024 年第 4 季季末還持有、這份申報已經沒有的部位。

Evoke Wealth, LLC 在 2024 年第 4 季之後清倉的部位
證券類別2024 年第 4 季股數2024 年第 4 季市值2024 年第 4 季佔組合 %紀錄
NARIInari Medical, Inc.Stock192,926$984.9 萬0.3%歷史
Global X Uranium ETF37954Y871ETF48,558$133.6 萬<0.1%–
FLGFlagstar Bank, National AssociationStock66,901$62.4 萬<0.1%歷史
MOAltria Group, Inc.Stock8,701$46.4 萬<0.1%歷史
MDLZMondelez International, Inc.Stock6,093$36.7 萬<0.1%歷史
iShares Tr4642874571 3 YR TREAS BD4,069$33.4 萬<0.1%–
Gmo ETF Trust90139K100US QUALITY ETF10,289$32.9 萬<0.1%–
UALUnited Airlines Holdings, Inc.COM3,376$32.8 萬<0.1%歷史
DDDuPont de Nemours, Inc.COM4,218$32.2 萬<0.1%歷史
iShares U.S. Medical Devices ETF464288810ETF4,878$28.5 萬<0.1%–
KMBKimberly Clark CorpStock2,062$27.2 萬<0.1%歷史
RCLRoyal Caribbean Cruises LtdCOM1,137$26.3 萬<0.1%歷史
SKMSK Telecom Co LtdSPONSORED ADR11,106$23.4 萬<0.1%歷史
MUMicron Technology IncStock2,656$22.4 萬<0.1%歷史
SPDR Series Trust78464A821ST STR SP400GRW2,392$20.8 萬<0.1%–
SOSouthern CoStock2,499$20.6 萬<0.1%歷史
TCPCBlackRock TCP Capital Corp.COM18,019$15.7 萬<0.1%歷史
FLICFirst of Long Island CorpCOM10,253$12.2 萬<0.1%歷史
FIPFTAI Infrastructure Inc.COMMON STOCK11,694$8.49 萬<0.1%歷史
WITWipro LtdSPON ADR 1 SH21,184$7.50 萬<0.1%歷史
ONLOrion Properties Inc.REIT11,157$4.25 萬<0.1%歷史