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Livermore
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Evoke Wealth, LLC

SEC CIK
0001793432
最新申報
2026/8/10

2025 年第 4 季持倉

持倉截至 2025/12/31，2026/2/6 申報。只含多頭部位，變化是跟 2025 年第 3 季比股數。

機構總覽
持股檔數
665
較 2025 年第 3 季 +33
總值
$52.0 億
較 2025 年第 3 季 +$4.03 億 (+8.4%)
申報日
2026/2/6
SEC
Evoke Wealth, LLC 在 2025 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
EVREvercore Inc.CLASS A1,049$35.7 萬<0.1%−32−3.0%減碼歷史
SPDR Index Shs FDS78463X202ST STR EU 50 ETF5,561$35.8 萬<0.1%+5,561新進–
HWMHowmet Aerospace Inc.Stock1,756$36.0 萬<0.1%−165−8.6%減碼歷史
BWABorgwarner IncCOM8,018$36.1 萬<0.1%+82+1.0%加碼歷史
iShares Inc46434G822MSCI JAPAN ETF4,477$36.1 萬<0.1%+4,477新進–
BITBlackRock Multi-Sector Income TrustCOM27,691$36.2 萬<0.1%−4,615−14.3%減碼歷史
TROWPrice T Rowe Group IncStock3,543$36.3 萬<0.1%+506+16.7%加碼歷史
iShares Core Dividend Growth ETF46434V621ETF5,230$36.3 萬<0.1%+34+0.7%加碼–
IAUMiShares Gold Trust MicroSHS REPSTG UN TR8,458$36.4 萬<0.1%+8,458新進歷史
iShares Russell Top 200 Growth ETF464289438ETF1,321$36.6 萬<0.1%−4−0.3%減碼–
EBAYeBay IncCOM4,202$36.6 萬<0.1%−1,493−26.2%減碼歷史
iShares Inc464286871MSCI HONG KG ETF17,240$36.6 萬<0.1%+7,894+84.5%加碼–
VLTOVeralto CorpStock3,682$36.8 萬<0.1%−447−10.8%減碼歷史
PWRQuanta Services, Inc.COM873$36.8 萬<0.1%+873新進歷史
DRIDarden Restaurants IncCOM2,010$37.0 萬<0.1%−448−18.2%減碼歷史
LYFTLyft, Inc.CL A COM19,160$37.1 萬<0.1%−1,303−6.4%減碼歷史
MSIMotorola Solutions, Inc.Stock964$37.1 萬<0.1%−152−13.6%減碼歷史
TTANServiceTitan, Inc.SHS CL A3,499$37.3 萬<0.1%+5+0.1%加碼歷史
ULTAUlta Beauty, Inc.Stock618$37.4 萬<0.1%+34+5.8%加碼歷史
NBHNeuberger Municipal Fund Inc.COM36,997$37.6 萬<0.1%−3,472−8.6%減碼歷史
VRSNVerisign IncCOM1,550$37.7 萬<0.1%−755−32.8%減碼歷史
EPDEnterprise Products Partners L.P.Stock11,774$37.7 萬<0.1%−1,342−10.2%減碼歷史
FISFidelity National Information Services, Inc.Stock5,687$37.8 萬<0.1%+257+4.7%加碼歷史
DINOHF Sinclair CorpCOM8,264$38.1 萬<0.1%+36+0.4%加碼歷史
DDOGDatadog, Inc.CL A COM2,802$38.1 萬<0.1%+111+4.1%加碼歷史
VTRVentas, Inc.REIT4,905$38.2 萬<0.1%+968+24.6%加碼歷史
Fidelity MSCI Financials Index ETF316092501ETF4,931$38.3 萬<0.1%+4,931新進–
TTTrane Technologies plcSHS987$38.4 萬<0.1%−162−14.1%減碼歷史
DLTRDollar Tree, Inc.COM3,128$38.5 萬<0.1%+596+23.5%加碼歷史
KKRKKR & Co. Inc.COM3,026$38.6 萬<0.1%−237−7.3%減碼歷史
DGXQuest Diagnostics IncCOM2,228$38.7 萬<0.1%+2,228新進歷史
DUKDuke Energy CORPStock3,304$38.7 萬<0.1%−1,129−25.5%減碼歷史
DEDeere & CoStock830$38.8 萬<0.1%+20+2.5%加碼歷史
RKLBRocket Lab CorpCOM5,668$39.5 萬<0.1%+5,668新進歷史
MELIMercadolibre IncCOM197$39.7 萬<0.1%+2+1.0%加碼歷史
iShares Inc46434G855MSCI GBL GOLD MN5,426$40.0 萬<0.1%−69−1.3%減碼–
TMUST-Mobile US, Inc.Stock1,969$40.0 萬<0.1%−195−9.0%減碼歷史
MPCMarathon Petroleum CorpStock2,459$40.0 萬<0.1%−106−4.1%減碼歷史
BBYBest Buy Co IncStock5,896$40.0 萬<0.1%+1,088+22.6%加碼歷史
CRWVCoreWeave, Inc.Stock5,596$40.1 萬<0.1%+5,596新進歷史
Amplify ETF Tr032108649AMPLIFY JUNIOR S14,579$40.3 萬<0.1%+1,042+7.7%加碼–
PCQPIMCO California Municipal Income FundCOM46,084$40.4 萬<0.1%+2,829+6.5%加碼歷史
Global X Uranium ETF37954Y871ETF9,067$40.6 萬<0.1%−3,173−25.9%減碼–
CHRWC. H. Robinson Worldwide, Inc.COM NEW2,542$41.1 萬<0.1%−136−5.1%減碼歷史
NTRANatera, Inc.COM1,811$41.5 萬<0.1%+1,811新進歷史
Fidelity High Dividend ETF316092840ETF7,327$41.5 萬<0.1%+7+0.1%加碼–
DVNDevon Energy CorpStock11,367$41.6 萬<0.1%−210−1.8%減碼歷史
Vanguard Materials ETF92204A801ETF2,010$41.7 萬<0.1%+437+27.8%加碼–
Vanguard World FD921910709EXTENDED DUR6,422$41.7 萬<0.1%−13,496−67.8%減碼–
MKTXMarketaxess Holdings IncCOM2,346$42.5 萬<0.1%+2,346新進歷史
LHXL3HARRIS Technologies, Inc.Stock1,453$42.7 萬<0.1%+40+2.8%加碼歷史
iShares Russell 2000 Growth ETF464287648ETF1,341$43.3 萬<0.1%00.0%不變–
ORIOld Republic International CorpCOM9,501$43.4 萬<0.1%+74+0.8%加碼歷史
CTVACorteva, Inc.Stock6,473$43.4 萬<0.1%+371+6.1%加碼歷史
Vanguard Ftse All-World Ex-US Small-Cap ETF922042718ETF3,054$43.8 萬<0.1%+604+24.7%加碼–
CVSCVS Health CorpStock5,567$44.2 萬<0.1%−475−7.9%減碼歷史
EVRGEvergy, Inc.Stock6,109$44.3 萬<0.1%−1,261−17.1%減碼歷史
iShares Tr464288448INTL SEL DIV ETF11,231$44.3 萬<0.1%+161+1.5%加碼–
ECLEcolab Inc.Stock1,687$44.4 萬<0.1%+308+22.3%加碼歷史
HCAHCA Healthcare, Inc.COM957$44.7 萬<0.1%−68−6.6%減碼歷史
BARGraniteShares Gold TrustSHS BEN INT10,612$45.1 萬<0.1%00.0%不變歷史
First Tr Exch Traded FD III33739P202EME MRK BD ETF15,200$45.3 萬<0.1%+15,200新進–
State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847ETF7,956$46.1 萬<0.1%+249+3.2%加碼–
IVZInvesco Ltd.Stock17,660$46.4 萬<0.1%+651+3.8%加碼歷史
MRSHMarsh & McLennan Companies, Inc.Stock2,515$46.7 萬<0.1%+205+8.9%加碼歷史
Schwab U.S. Broad Market ETF808524102ETF17,894$46.9 萬<0.1%+140+0.8%加碼–
JBHTHunt J B Transport Services IncCOM2,417$47.0 萬<0.1%+356+17.3%加碼歷史
WELLWelltower Inc.REIT2,537$47.1 萬<0.1%−590−18.9%減碼歷史
TPRTapestry, Inc.COM3,699$47.3 萬<0.1%−491−11.7%減碼歷史
NOCNorthrop Grumman CorpStock829$47.3 萬<0.1%−151−15.4%減碼歷史
MRVLMarvell Technology, Inc.COM5,570$47.3 萬<0.1%+2,100+60.5%加碼歷史
Profesionally Managed Portfo74316P579AKRE FOCUS ETF7,229$47.4 萬<0.1%+7,229新進–
Vanguard Consumer Staples ETF92204A207ETF2,250$47.5 萬<0.1%00.0%不變–
iShares Tr464288414NATIONAL MUN ETF4,465$47.8 萬<0.1%00.0%不變–
ALLAllstate CorpStock2,308$48.3 萬<0.1%+70+3.1%加碼歷史
ICEIntercontinental Exchange, Inc.Stock2,985$48.3 萬<0.1%−208−6.5%減碼歷史
NDAQNasdaq, Inc.COM4,978$48.4 萬<0.1%+789+18.8%加碼歷史
BUSEFirst Busey CorpCOM NEW20,370$48.5 萬<0.1%+283+1.4%加碼歷史
TGTTarget CorpStock4,963$48.5 萬<0.1%+1,482+42.6%加碼歷史
NVONovo Nordisk A SADR9,556$48.6 萬<0.1%−2,533−21.0%減碼歷史
PGRProgressive CorpStock2,140$48.7 萬<0.1%+564+35.8%加碼歷史
CICigna GroupStock1,781$49.0 萬<0.1%+480+36.9%加碼歷史
DXCMDexcom IncCOM7,401$49.1 萬<0.1%+944+14.6%加碼歷史
GILDGilead Sciences, Inc.Stock4,020$49.3 萬<0.1%+459+12.9%加碼歷史
PHParker-Hannifin CorpStock567$49.9 萬<0.1%−57−9.1%減碼歷史
SYYSysco CorpStock6,809$50.2 萬<0.1%+1,266+22.8%加碼歷史
MEDPMedpace Holdings, Inc.COM896$50.3 萬<0.1%+122+15.8%加碼歷史
IQVIQVIA Holdings Inc.Stock2,234$50.4 萬<0.1%+193+9.5%加碼歷史
PLDPrologis, Inc.REIT3,969$50.7 萬<0.1%+1,315+49.5%加碼歷史
MOAltria Group, Inc.Stock8,607$50.7 萬<0.1%+2,114+32.6%加碼歷史
EWEdwards Lifesciences CorpStock5,991$51.1 萬<0.1%+1,531+34.3%加碼歷史
iShares Tr464289529INDIA 50 ETF10,365$51.1 萬<0.1%00.0%不變–
KALVKalVista Pharmaceuticals, Inc.COM31,841$51.4 萬<0.1%−212−0.7%減碼歷史
ARCCAres Capital CorpCEF25,443$51.5 萬<0.1%+125+0.5%加碼歷史
TXNTexas Instruments IncStock2,969$51.5 萬<0.1%+334+12.7%加碼歷史
Fidelity Covington Trust316092204MSCI CONSM DIS5,065$51.7 萬<0.1%+2,688+113.1%加碼–
NVSNovartis AGADR3,785$52.2 萬<0.1%+1,002+36.0%加碼歷史
FOXFox CorpCL B COM8,058$52.3 萬<0.1%+151+1.9%加碼歷史
AMPAmeriprise Financial IncCOM1,070$52.5 萬<0.1%+384+56.0%加碼歷史
GTLBGitlab Inc.CLASS A COM14,076$52.8 萬<0.1%+3,268+30.2%加碼歷史

選擇權（16 檔）

同一份申報裡的賣權（put）與買權（call）。金額是標的股票的市值，也就是 13F 申報的數字。

Evoke Wealth, LLC 在 2025 年第 4 季的選擇權部位
證券類別賣權買權
NVDANVIDIA CorpStock$8,070 萬–
GOOGAlphabet Inc.Stock$2,124 萬–
AAPLApple Inc.Stock$1,976 萬–
GOOGLAlphabet Inc.Stock$1,803 萬–
LRCXLam Research CorpStock$671.0 萬–
AMZNAmazon Com IncStock$373.9 萬–
SPYSPDR S&P 500 ETF TrustETF$75.0 萬$156.8 萬
DOCSDoximity, Inc.CL A$221.4 萬–
MSFTMicrosoft CorpStock$174.1 萬–
ANETArista Networks, Inc.Stock$104.8 萬–
NOWServiceNow, Inc.Stock$38.3 萬–
Invesco QQQ Trust Series I46090E103ETF$30.7 萬–
TTDTrade Desk, Inc.Stock$28.8 萬–
SMMTSummit Therapeutics Inc.COM$17.5 萬–
SLViShares Silver TrustETF$7.73 萬$6.44 萬
State Street Industrial Select Sector SPDR ETF81369Y704ETF$1.55 萬$3.10 萬

2025 年第 3 季之後清倉（57 檔）

2025 年第 3 季季末還持有、這份申報已經沒有的部位。

Evoke Wealth, LLC 在 2025 年第 3 季之後清倉的部位
證券類別2025 年第 3 季股數2025 年第 3 季市值2025 年第 3 季佔組合 %紀錄
iShares Tr464288687PFD AND INCM SEC44,233$139.9 萬<0.1%–
Fidelity Merrimack STR Tr316188309TOTAL BD ETF24,519$113.8 萬<0.1%–
AIC3.ai, Inc.Stock39,319$68.2 萬<0.1%歷史
CHDChurch & Dwight Co IncCOM6,946$60.9 萬<0.1%歷史
Vanguard Morningstar Large-Cap ETF922908637ETF1,845$57.0 萬<0.1%–
EVMEaton Vance California Municipal Bond FundCOM59,160$56.1 萬<0.1%歷史
DVAXDynavax Technologies CorpCOM NEW56,175$55.8 萬<0.1%歷史
VSTVistra Corp.Stock2,795$54.8 萬<0.1%歷史
FISVFiserv IncStock3,690$47.6 萬<0.1%歷史
J P Morgan Exchange Traded F46641Q159INCOME ETF9,855$45.7 萬<0.1%–
GRMNGarmin LtdSHS1,844$45.4 萬<0.1%歷史
KKellanovaStock5,331$43.7 萬<0.1%歷史
MOHMolina Healthcare, Inc.COM2,167$41.5 萬<0.1%歷史
iShares Tr46434V613CORE UNIVRSL USD8,632$40.3 萬<0.1%–
Global X FDS37954Y632ARTIFICIAL ETF7,992$39.5 萬<0.1%–
AREAlexandria Real Estate Equities, Inc.COM4,567$38.7 萬<0.1%歷史
NTNXNutanix, Inc.Stock4,828$35.9 萬<0.1%歷史
Vanguard Whitehall FDS921946810INTL DVD ETF3,878$34.7 萬<0.1%–
CDNSCadence Design Systems IncStock977$34.3 萬<0.1%歷史
CTASCintas CorpStock1,548$31.8 萬<0.1%歷史
PSAPublic StorageCOM1,051$30.4 萬<0.1%歷史
LENZLENZ Therapeutics, Inc.COM6,276$29.2 萬<0.1%歷史
State Street SPDR Portfolio S&P 500 Value ETF78464A508ETF5,190$28.7 萬<0.1%–
EXRExtra Space Storage Inc.COM1,987$28.0 萬<0.1%歷史
NWSANews CorpCL A8,994$27.7 萬<0.1%歷史
BMRNBiomarin Pharmaceutical IncCOM5,093$27.6 萬<0.1%歷史
VIXYProShares Trust IIETF8,530$27.6 萬<0.1%歷史
MOSMosaic CoCOM7,830$27.2 萬<0.1%歷史
COINCoinbase Global, Inc.COM CL A764$25.8 萬<0.1%歷史
FNFFidelity National Financial, Inc.COM SHS4,245$25.7 萬<0.1%歷史
PINSPinterest, Inc.CL A7,971$25.6 萬<0.1%歷史
OZKBank OZKCOM4,910$25.0 萬<0.1%歷史
OHIOmega Healthcare Investors IncCOM5,881$24.8 萬<0.1%歷史
LNGCheniere Energy, Inc.COM NEW1,044$24.5 萬<0.1%歷史
KNXKnight-Swift Transportation Holdings Inc.CL A5,930$23.4 萬<0.1%歷史
BPOPPopular, Inc.COM NEW1,826$23.3 萬<0.1%歷史
J P Morgan Exchange Traded F46641Q217BETABULDRS JAPAN3,376$22.4 萬<0.1%–
FUNSix Flags Entertainment CorporationCOM9,854$22.4 萬<0.1%歷史
BlackRock ETF Trust09290C103ISHARES US EQUIT3,775$22.3 萬<0.1%–
ULUnilever PLCSPON ADR NEW3,749$22.2 萬<0.1%歷史
MGMMGM Resorts InternationalStock6,167$21.4 萬<0.1%歷史
ETHWBitwise Ethereum ETFSHS7,110$21.2 萬<0.1%歷史
METMetlife IncStock2,555$21.0 萬<0.1%歷史
iShares Tr464287184CHINA LG-CAP ETF5,100$21.0 萬<0.1%–
KBDCKayne Anderson BDC, Inc.COM SHS15,181$20.8 萬<0.1%歷史
RSGRepublic Services, Inc.COM906$20.8 萬<0.1%歷史
CROXCrocs, Inc.COM2,482$20.7 萬<0.1%歷史
OVVOvintiv Inc.COM5,129$20.7 萬<0.1%歷史
GAMGeneral American Investors Co IncCOM3,322$20.7 萬<0.1%歷史
NNNNNN REIT, Inc.REIT4,852$20.7 萬<0.1%歷史
ETHAiShares Ethereum Trust ETFSHS6,525$20.6 萬<0.1%歷史
PDIPIMCO Dynamic Income FundSHS10,233$20.4 萬<0.1%歷史
XRAYDentsply Sirona Inc.Stock15,116$19.4 萬<0.1%歷史
MBLYMobileye Global Inc.Stock12,330$17.4 萬<0.1%歷史
NMAXNewsmax Inc.Stock13,531$16.8 萬<0.1%歷史
TRTXTPG RE Finance Trust, Inc.COM11,796$10.4 萬<0.1%歷史
SENSSenseonics Holdings, Inc.COM25,000$1.09 萬<0.1%歷史