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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
Vanguard Financials ETF92204A405ETF5,013$59.9 萬<0.1%00.0%不變–
LMTLockheed Martin CorpStock1,341$59.9 萬<0.1%+209+18.5%加碼歷史
iShares Russell 1000 Value ETF464287598ETF3,201$60.2 萬<0.1%00.0%不變–
GDGeneral Dynamics CorpStock2,210$60.3 萬<0.1%+121+5.8%加碼歷史
VCVInvesco California Value Municipal Income TrustCOM57,605$61.1 萬<0.1%00.0%不變歷史
MSIMotorola Solutions, Inc.Stock1,394$61.1 萬<0.1%+185+15.3%加碼歷史
MDYSPDR S&P Midcap 400 ETF TrustETF1,152$61.6 萬<0.1%00.0%不變歷史
Dimensional U.S. Targeted Value ETF25434V609ETF12,041$62.0 萬<0.1%−3,503−22.5%減碼–
Vanguard Consumer Discretionary ETF92204A108ETF1,914$62.3 萬<0.1%00.0%不變–
CORCencora, Inc.Stock2,255$62.7 萬<0.1%+180+8.7%加碼歷史
FTAIFTAI Aviation Ltd.SHS5,725$63.6 萬<0.1%+50+0.9%加碼歷史
iShares Russell Mid-Cap Value ETF464287473ETF5,073$63.9 萬<0.1%00.0%不變–
CBChubb LtdStock2,149$65.1 萬<0.1%+339+18.7%加碼歷史
BKNGBooking Holdings Inc.Stock142$65.5 萬<0.1%+19+15.4%加碼歷史
PFEPfizer IncStock26,032$66.0 萬<0.1%+608+2.4%加碼歷史
CBRECbre Group, Inc.CL A5,046$66.0 萬<0.1%+642+14.6%加碼歷史
HDBHDFC Bank LtdSPONSORED ADS10,080$67.0 萬<0.1%−192−1.9%減碼歷史
SHOPShopify Inc.Stock7,043$67.2 萬<0.1%+432+6.5%加碼歷史
Dimensional ETF Trust25434V401US EQUI MARK ETF11,371$68.8 萬<0.1%00.0%不變–
AMJBJPMorgan Chase & CoCAL LKD 44 ADDED21,359$69.4 萬<0.1%+113+0.5%加碼歷史
WALWestern Alliance BancorporationCOM9,115$70.0 萬<0.1%−53−0.6%減碼歷史
AFLAflac IncStock6,376$70.9 萬<0.1%−239−3.6%減碼歷史
GLWCorning IncCOM15,659$71.7 萬<0.1%+10.0%加碼歷史
GKOSGLAUKOS CorpCOM7,385$72.7 萬<0.1%−3,167−30.0%減碼歷史
TMOThermo Fisher Scientific Inc.Stock1,466$73.0 萬<0.1%+287+24.3%加碼歷史
VEEVVeeva Systems IncStock3,170$73.4 萬<0.1%+817+34.7%加碼歷史
NEMNEWMONT CorpStock15,414$74.4 萬<0.1%+135+0.9%加碼歷史
Dimensional ETF Trust25434V724US MKTWIDE VALUE18,118$74.7 萬<0.1%00.0%不變–
GEGeneral Electric CoStock3,737$74.9 萬<0.1%+403+12.1%加碼歷史
IBMInternational Business Machines CorpStock3,047$75.8 萬<0.1%+65+2.2%加碼歷史
PAYCPaycom Software, Inc.Stock3,501$76.5 萬<0.1%−21−0.6%減碼歷史
DVAXDynavax Technologies CorpCOM NEW59,295$76.9 萬<0.1%+901+1.5%加碼歷史
State Street Utilities Select Sector SPDR ETF81369Y886ETF9,773$77.1 萬<0.1%+6,689+216.9%加碼–
MCKMcKesson CorpStock1,178$79.3 萬<0.1%+223+23.4%加碼歷史
FTNTFortinet, Inc.Stock8,474$81.6 萬<0.1%+2,059+32.1%加碼歷史
WMBWilliams Companies, Inc.COM13,917$83.2 萬<0.1%+152+1.1%加碼歷史
GBDCGolub Capital BDC, Inc.COM56,153$85.0 萬<0.1%00.0%不變歷史
SHELShell plcADR11,624$85.2 萬<0.1%+15+0.1%加碼歷史
AIC3.ai, Inc.Stock40,848$86.0 萬<0.1%+179+0.4%加碼歷史
REALTheRealReal, Inc.COM161,786$87.2 萬<0.1%+137,772+573.7%加碼歷史
FBTCFidelity Wise Origin Bitcoin FundSHS12,129$87.3 萬<0.1%+2,000+19.7%加碼歷史
MINAberdeen Intermediate Income FundSH BEN INT328,000$88.2 萬<0.1%00.0%不變歷史
American Centy ETF Tr025072703INTL EQT ETF13,391$88.7 萬<0.1%+209+1.6%加碼–
Dimensional U.S. Core Equity 2 ETF25434V708ETF26,985$89.0 萬<0.1%+1,705+6.7%加碼–
TSLXSixth Street Specialty Lending, Inc.COM39,859$89.2 萬<0.1%00.0%不變歷史
iShares Core S&P Small Cap ETF464287804ETF8,783$91.8 萬<0.1%00.0%不變–
iShares Tr464288760US AER DEF ETF6,200$94.9 萬<0.1%+700+12.7%加碼–
Vanguard Morningstar Small-Cap Value ETF922908611ETF5,097$95.0 萬<0.1%+324+6.8%加碼–
REXRRexford Industrial Realty, Inc.COM24,335$96.3 萬<0.1%+161+0.7%加碼歷史
Global X FDS37954Y848GLOBAL X SILVER24,462$96.5 萬<0.1%+10,781+78.8%加碼–
SBUXStarbucks CorpStock9,874$96.9 萬<0.1%+360+3.8%加碼歷史
NEENextera Energy IncStock14,175$100.5 萬<0.1%+546+4.0%加碼歷史
AMDAdvanced Micro Devices IncStock9,873$101.4 萬<0.1%−387−3.8%減碼歷史
TAT&T Inc.Stock36,092$102.1 萬<0.1%−204−0.6%減碼歷史
CATCaterpillar IncStock3,154$104.0 萬<0.1%−89−2.7%減碼歷史
ANETArista Networks, Inc.Stock13,554$105.0 萬<0.1%+10,107+293.2%加碼歷史
HLIHoulihan Lokey, Inc.CL A6,530$105.5 萬<0.1%−73−1.1%減碼歷史
Dimensional World Ex U.S. Core Equity 2 ETF25434V880ETF40,400$105.8 萬<0.1%+40,400新進–
ROSTRoss Stores, Inc.COM8,411$107.5 萬<0.1%−108−1.3%減碼歷史
VMCVulcan Materials COCOM4,637$108.2 萬<0.1%+150+3.3%加碼歷史
Invesco Exch Traded FD Tr II46138E263S&P GBL WATER19,493$108.6 萬<0.1%00.0%不變–
VZVerizon Communications IncStock24,258$110.0 萬<0.1%−2,162−8.2%減碼歷史
American Centy ETF Tr025072604AVANTIS EMGMKT18,428$110.9 萬<0.1%+105+0.6%加碼–
PIMCO ETF Tr72201R585MULTISECTOR BD42,638$112.4 萬<0.1%+40.0%加碼–
CRWDCrowdStrike Holdings, Inc.Stock3,212$113.2 萬<0.1%+679+26.8%加碼歷史
iShares Tr464287689RUSSELL 3000 ETF3,587$113.9 萬<0.1%00.0%不變–
BITBlackRock Multi-Sector Income TrustCOM79,506$115.1 萬<0.1%00.0%不變歷史
State Street Energy Select Sector SPDR ETF81369Y506ETF12,400$115.9 萬<0.1%−98,145−88.8%減碼–
iShares Tr4642874407-10 YR TRSY BD12,317$117.5 萬<0.1%+1,570+14.6%加碼–
Ea Series Trust02072L490MKAM ETF40,819$117.8 萬<0.1%+119+0.3%加碼–
Vanguard Morningstar Small-Cap ETF922908751ETF5,332$118.2 萬<0.1%+3,564+201.6%加碼–
iShares S&P 500 Growth ETF464287309ETF12,747$118.3 萬<0.1%+550+4.5%加碼–
iShares MSCI Eafe ETF464287465ETF14,494$118.5 萬<0.1%+947+7.0%加碼–
PANWPalo Alto Networks IncStock6,952$118.6 萬<0.1%+892+14.7%加碼歷史
Harris Oakmark ETF Trust41456U106OAKMARK U S LRG48,650$118.9 萬<0.1%+48,650新進–
TTDTrade Desk, Inc.Stock22,111$121.0 萬<0.1%+19,387+711.7%加碼歷史
iShares Tr464288885EAFE GRWTH ETF12,210$122.1 萬<0.1%+903+8.0%加碼–
DIASPDR Dow Jones Industrial Average ETF TrustUT SER 12,991$125.8 萬<0.1%−79−2.6%減碼歷史
SPDR Series Trust78464A755ST STR SP METAL22,816$127.7 萬<0.1%−1,140−4.8%減碼–
Vanguard Total Bond Market ETF921937835ETF17,469$128.3 萬<0.1%+8,223+88.9%加碼–
iShares Core MSCI Eafe ETF46432F842ETF17,316$131.0 萬<0.1%00.0%不變–
CPNGCoupang, Inc.CL A60,088$131.8 萬<0.1%−2,118−3.4%減碼歷史
iShares Tr464287234MSCI EMG MKT ETF30,250$132.2 萬<0.1%+170+0.6%加碼–
TSMTaiwan Semiconductor Manufacturing Co LtdADR8,023$133.7 萬<0.1%+138+1.8%加碼歷史
Schwab International Equity ETF808524805ETF71,067$140.6 萬<0.1%−198−0.3%減碼–
HDHome Depot, Inc.Stock3,971$145.5 萬<0.1%−157−3.8%減碼歷史
CHDChurch & Dwight Co IncCOM13,238$145.7 萬<0.1%+119+0.9%加碼歷史
ROKRockwell Automation, IncStock5,727$148.0 萬<0.1%−169−2.9%減碼歷史
DLYDoubleLine Yield Opportunities FundCOM92,685$149.2 萬<0.1%00.0%不變歷史
JJacobs Solutions Inc.COM12,371$149.5 萬<0.1%−14−0.1%減碼歷史
CRMSalesforce, Inc.Stock5,622$150.9 萬<0.1%+153+2.8%加碼歷史
MSMorgan StanleyStock13,016$151.9 萬<0.1%+528+4.2%加碼歷史
KOCoca Cola CoStock21,377$154.2 萬<0.1%−660−3.0%減碼歷史
Franklin Templeton ETF Tr35473P744FTSE JAPAN ETF52,572$154.6 萬<0.1%00.0%不變–
ACNAccenture plcStock4,959$154.8 萬<0.1%−129−2.5%減碼歷史
Vanguard High Dividend Yield Index ETF921946406ETF12,158$156.8 萬<0.1%+42+0.3%加碼–
IBITiShares Bitcoin Trust ETFETF33,735$157.9 萬<0.1%+7,265+27.4%加碼歷史
MRKMerck & Co., Inc.Stock17,749$160.7 萬<0.1%−278−1.5%減碼歷史
BIIBBiogen Inc.COM11,830$161.9 萬<0.1%+262+2.3%加碼歷史
BABoeing CoStock9,570$163.2 萬<0.1%+249+2.7%加碼歷史

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