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Livermore
Livermore
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Evoke Wealth, LLC

SEC CIK
0001793432
最新申報
2026/8/10

2026 年第 1 季持倉

持倉截至 2026/3/31，2026/5/15 申報。只含多頭部位，變化是跟 2025 年第 4 季比股數。

機構總覽
持股檔數
697
較 2025 年第 4 季 +32
總值
$54.2 億
較 2025 年第 4 季 +$2.21 億 (+4.2%)
申報日
2026/5/15
SEC
Evoke Wealth, LLC 在 2026 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
FRTFederal Realty Investment TrustSH BEN INT NEW2,251$23.9 萬<0.1%+2,251新進歷史
iShares Inc46434G780MSCI SINGPOR ETF8,500$24.0 萬<0.1%00.0%不變–
WBDWarner Bros. Discovery, Inc.Stock8,741$24.0 萬<0.1%+8,741新進歷史
DDominion Energy, IncStock3,885$24.0 萬<0.1%+41+1.1%加碼歷史
iShares Tr464288570ESG MSCI KLD ETF2,005$24.3 萬<0.1%00.0%不變–
ZIONZions Bancorporation, National AssociationCOM4,229$24.4 萬<0.1%+4,229新進歷史
Schwab Emerging Markets Equity ETF808524706ETF7,423$24.5 萬<0.1%+7,423新進–
EXELExelixis, Inc.COM5,807$24.9 萬<0.1%−538−8.5%減碼歷史
ARWArrow Electronics, Inc.COM1,745$25.0 萬<0.1%−94−5.1%減碼歷史
THGHanover Insurance Group, Inc.COM1,445$25.0 萬<0.1%−174−10.7%減碼歷史
IDXXIDEXX Laboratories IncCOM446$25.1 萬<0.1%+10+2.3%加碼歷史
Fidelity Covington Trust316092204MSCI CONSM DIS2,688$25.1 萬<0.1%−2,377−46.9%減碼–
ORealty Income CorpREIT4,099$25.2 萬<0.1%+4,099新進歷史
VanEck Vectors ETF Tr92189F841NAT RES ETF3,486$25.3 萬<0.1%00.0%不變–
SYYSysco CorpStock3,555$25.4 萬<0.1%−3,254−47.8%減碼歷史
PODDInsulet CorpStock1,212$25.4 萬<0.1%+1,212新進歷史
RYRoyal Bank of CanadaStock1,573$25.5 萬<0.1%+372+31.0%加碼歷史
CRWVCoreWeave, Inc.Stock3,290$25.5 萬<0.1%−2,306−41.2%減碼歷史
GAPGap IncCOM10,553$25.5 萬<0.1%+954+9.9%加碼歷史
Fidelity Covington Trust316092873MSCI COMMNTN SVC3,756$25.6 萬<0.1%00.0%不變–
ULUnilever PLCSPON ADR NEW4,491$25.8 萬<0.1%−802−15.2%減碼歷史
PCARPaccar IncCOM2,239$25.9 萬<0.1%+379+20.4%加碼歷史
SYFSynchrony FinancialCOM3,803$25.9 萬<0.1%+1,019+36.6%加碼歷史
TMToyota Motor CorpADS1,259$26.0 萬<0.1%+74+6.2%加碼歷史
SPOTSpotify Technology S.A.Stock536$26.0 萬<0.1%+88+19.6%加碼歷史
MUFGMitsubishi Ufj Financial Group IncSPONSORED ADS15,321$26.0 萬<0.1%+2,429+18.8%加碼歷史
KGCKinross Gold CorpCOM8,616$26.3 萬<0.1%+246+2.9%加碼歷史
BRZEBraze, Inc.Stock11,180$26.4 萬<0.1%+1,512+15.6%加碼歷史
DDDuPont de Nemours, Inc.COM5,791$26.5 萬<0.1%−161−2.7%減碼歷史
CIENCiena CorpCOM NEW685$26.6 萬<0.1%+685新進歷史
American Centy ETF Tr025072802INTL SMCP VLU2,667$26.6 萬<0.1%+195+7.9%加碼–
SPDR Index Shs FDS78463X871ST INTL CAP ETF6,318$26.7 萬<0.1%00.0%不變–
BHPBHP Group LtdADR3,708$27.0 萬<0.1%+3,708新進歷史
MDBMongoDB, Inc.CL A1,107$27.1 萬<0.1%+559+102.0%加碼歷史
MIDDMIDDLEBY CorpCOM2,047$27.1 萬<0.1%+108+5.6%加碼歷史
NTRSNorthern Trust CorpCOM1,936$27.1 萬<0.1%+1,936新進歷史
CRSCarpenter Technology CorpCOM689$27.2 萬<0.1%+689新進歷史
Fidelity Covington Trust316092709MSCI INDL INDX3,159$27.3 萬<0.1%00.0%不變–
EDConsolidated Edison IncStock2,416$27.3 萬<0.1%+2,416新進歷史
ORIOld Republic International CorpCOM6,883$27.5 萬<0.1%−2,618−27.6%減碼歷史
THCTenet Healthcare CorpCOM NEW1,461$27.6 萬<0.1%+107+7.9%加碼歷史
BMRNBiomarin Pharmaceutical IncCOM4,890$27.6 萬<0.1%+4,890新進歷史
CVSCVS Health CorpStock3,862$27.7 萬<0.1%−1,705−30.6%減碼歷史
LULUlululemon athletica inc.Stock1,813$27.8 萬<0.1%+1,813新進歷史
VSTVistra Corp.Stock1,847$27.8 萬<0.1%+1,847新進歷史
ALSNAllison Transmission Holdings IncStock2,389$28.0 萬<0.1%−152−6.0%減碼歷史
HASHasbro, Inc.COM2,989$28.0 萬<0.1%−185−5.8%減碼歷史
OSKOshkosh CorpCOM1,902$28.0 萬<0.1%−164−7.9%減碼歷史
RKLBRocket Lab CorpCOM4,395$28.2 萬<0.1%−1,273−22.5%減碼歷史
SOSouthern CoStock2,929$28.3 萬<0.1%+2,929新進歷史
MINAberdeen Intermediate Income FundSH BEN INT113,000$28.4 萬<0.1%00.0%不變歷史
iShares Tr464289420RUS TP200 VL ETF3,082$28.6 萬<0.1%+10+0.3%加碼–
BBVABanco Bilbao Vizcaya Argentaria, S.A.SPONSORED ADR13,195$28.6 萬<0.1%+471+3.7%加碼歷史
State Street SPDR Portfolio Developed World Ex-US ETF78463X889ETF6,289$28.7 萬<0.1%−8,108−56.3%減碼–
ZTSZoetis Inc.Stock2,442$28.9 萬<0.1%+371+17.9%加碼歷史
DLYDoubleLine Yield Opportunities FundCOM20,900$29.1 萬<0.1%−2,100−9.1%減碼歷史
FIGSFIGS, Inc.CL A19,706$29.1 萬<0.1%+189+1.0%加碼歷史
NTNXNutanix, Inc.Stock7,669$29.1 萬<0.1%+7,669新進歷史
TOLToll Brothers, Inc.COM2,146$29.3 萬<0.1%−468−17.9%減碼歷史
LECOLincoln Electric Holdings IncCOM1,178$29.4 萬<0.1%+183+18.4%加碼歷史
INGRIngredion IncCOM2,614$29.4 萬<0.1%+357+15.8%加碼歷史
BEBloom Energy CorpCOM CL A2,184$29.6 萬<0.1%+2,184新進歷史
VIKViking Holdings LtdORD SHS4,063$29.9 萬<0.1%+4,063新進歷史
APAAPA CorpStock7,065$30.0 萬<0.1%+7,065新進歷史
ALBAlbemarle CorpStock1,674$30.1 萬<0.1%+1,674新進歷史
MTCHMatch Group, Inc.COM9,831$30.2 萬<0.1%+3,283+50.1%加碼歷史
TTETotalEnergies SEACT3,330$30.4 萬<0.1%+3,330新進歷史
UBSUBS Group AGStock7,806$30.5 萬<0.1%+943+13.7%加碼歷史
iShares Tr464287325GLOB HLTHCRE ETF3,261$30.5 萬<0.1%00.0%不變–
APDAir Products & Chemicals, Inc.Stock1,052$30.6 萬<0.1%+1,052新進歷史
DECKDeckers Outdoor CorpCOM3,086$30.9 萬<0.1%+3,086新進歷史
EXEExpand Energy CorpCOM2,815$30.9 萬<0.1%+2,815新進歷史
STXSeagate Technology Holdings plcORD SHS788$31.0 萬<0.1%−308−28.1%減碼歷史
GISGeneral Mills IncStock8,324$31.0 萬<0.1%+8,324新進歷史
MLIMueller Industries IncCOM2,801$31.0 萬<0.1%+555+24.7%加碼歷史
LNGCheniere Energy, Inc.COM NEW1,093$31.0 萬<0.1%+1,093新進歷史
JHGJanus Henderson Group Ltd.ORD SHS6,046$31.1 萬<0.1%+375+6.6%加碼歷史
RGAReinsurance Group of America IncCOM NEW1,523$31.1 萬<0.1%+373+32.4%加碼歷史
iShares Inc464286608MSCI EURZONE ETF4,977$31.2 萬<0.1%+494+11.0%加碼–
GGenpact LTDSHS8,376$31.2 萬<0.1%+3,196+61.7%加碼歷史
BBarrick Mining CorpStock7,731$31.5 萬<0.1%−168−2.1%減碼歷史
SONYSony Group CorpSPONSORED ADR15,256$31.6 萬<0.1%+3,016+24.6%加碼歷史
TRGPTarga Resources Corp.COM1,265$31.7 萬<0.1%−428−25.3%減碼歷史
BITBlackRock Multi-Sector Income TrustCOM25,491$31.9 萬<0.1%−2,200−7.9%減碼歷史
VRSNVerisign IncCOM1,288$32.0 萬<0.1%−262−16.9%減碼歷史
NVGNuveen AMT-Free Municipal Credit Income FundCEF26,000$32.3 萬<0.1%00.0%不變歷史
Invesco Exch Traded FD Tr II46138E727RAFI EMRGNG MRKT12,020$32.3 萬<0.1%00.0%不變–
HIIHuntington Ingalls Industries, Inc.COM854$32.5 萬<0.1%+110+14.8%加碼歷史
EBAYeBay IncCOM3,588$32.7 萬<0.1%−614−14.6%減碼歷史
iShares Russell Top 200 Growth ETF464289438ETF1,319$32.8 萬<0.1%−2−0.2%減碼–
MOHMolina Healthcare, Inc.COM2,486$33.1 萬<0.1%+2,486新進歷史
HSBCHSBC Holdings PLCSPON ADR NEW3,921$33.2 萬<0.1%+144+3.8%加碼歷史
OMCOmnicom Group Inc.COM4,347$33.2 萬<0.1%+1,511+53.3%加碼歷史
ULTAUlta Beauty, Inc.Stock636$33.2 萬<0.1%+18+2.9%加碼歷史
NVONovo Nordisk A SADR8,838$33.5 萬<0.1%−718−7.5%減碼歷史
BBYBest Buy Co IncStock5,226$34.1 萬<0.1%−670−11.4%減碼歷史
DKNGDraftKings Inc.Stock15,808$34.2 萬<0.1%+5,945+60.3%加碼歷史
GTLBGitlab Inc.CLASS A COM15,804$34.2 萬<0.1%+1,728+12.3%加碼歷史
AMEAmetek IncCOM1,600$34.3 萬<0.1%+111+7.5%加碼歷史
DLTRDollar Tree, Inc.COM3,132$34.3 萬<0.1%+4+0.1%加碼歷史

選擇權（14 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 2026 年第 1 季的選擇權部位
證券類別賣權買權
NVDANVIDIA CorpStock$7,546 萬–
GOOGAlphabet Inc.Stock$1,942 萬–
AAPLApple Inc.Stock$1,845 萬–
GOOGLAlphabet Inc.Stock$1,656 萬–
LRCXLam Research CorpStock$837.5 萬–
AMZNAmazon Com IncStock$337.4 萬–
SPYSPDR S&P 500 ETF TrustETF$299.2 萬–
MSFTMicrosoft CorpStock$133.3 萬–
ANETArista Networks, Inc.Stock$98.2 萬–
NOWServiceNow, Inc.Stock$26.1 萬–
Invesco QQQ Trust Series I46090E103ETF$23.1 萬–
SMMTSummit Therapeutics Inc.COM$19.0 萬–
TTDTrade Desk, Inc.Stock$17.2 萬–
iShares Tr46428743220 YR TR BD ETF–$13.0 萬

2025 年第 4 季之後清倉（56 檔）

2025 年第 4 季季末還持有、這份申報已經沒有的部位。

Evoke Wealth, LLC 在 2025 年第 4 季之後清倉的部位
證券類別2025 年第 4 季股數2025 年第 4 季市值2025 年第 4 季佔組合 %紀錄
Vanguard Scottsdale FDS92206C599VNG RUS3000IDX7,614$228.7 萬<0.1%–
TEAMAtlassian CorpCL A5,524$89.6 萬<0.1%歷史
Invesco Exchange Traded FD T46137V233S&P 500 TOP 5014,342$85.0 萬<0.1%–
GKOSGLAUKOS CorpCOM7,441$84.0 萬<0.1%歷史
HDBHDFC Bank LtdSPONSORED ADS21,068$77.0 萬<0.1%歷史
MDTMedtronic plcStock5,708$55.3 萬<0.1%歷史
PAYCPaycom Software, Inc.Stock3,335$53.1 萬<0.1%歷史
LYFTLyft, Inc.CL A COM19,160$37.1 萬<0.1%歷史
VLTOVeralto CorpStock3,682$36.8 萬<0.1%歷史
iShares Inc464286871MSCI HONG KG ETF17,240$36.6 萬<0.1%–
FANGDiamondback Energy, Inc.Stock2,275$34.2 萬<0.1%歷史
STESTERIS plcSHS USD1,331$33.7 萬<0.1%歷史
KDPKeurig Dr Pepper Inc.COM11,972$33.5 萬<0.1%歷史
VXXBarclays Bank PLCIPATH S&P 500 SH11,955$31.6 萬<0.1%歷史
ESTCElastic N.V.ORD SHS4,120$31.1 萬<0.1%歷史
BSTZBlackRock Science & Technology Term TrustSHS BEN INT13,122$29.7 萬<0.1%歷史
ETEnergy Transfer LPCOM UT LTD PTN17,513$28.9 萬<0.1%歷史
Cyberark Software LtdM2682V108SHS643$28.7 萬<0.1%–
ETSYEtsy IncCOM5,066$28.1 萬<0.1%歷史
MARMarriott International IncStock880$27.3 萬<0.1%歷史
EXASExact Sciences CorpCOM2,663$27.0 萬<0.1%歷史
SOLVSolventum CorpStock3,406$27.0 萬<0.1%歷史
Invesco Exchange Traded FD T46137V597RAFI US 15005,870$26.9 萬<0.1%–
XYZBlock, Inc.CL A4,108$26.7 萬<0.1%歷史
FETHFidelity Ethereum FundSHS9,000$26.6 萬<0.1%歷史
SUNSunoco LPCOM UT REP LP4,877$25.6 萬<0.1%歷史
VanEck Semiconductor ETF92189F676ETF701$25.2 萬<0.1%–
MTGMgic Investment CorpCOM8,497$24.8 萬<0.1%歷史
MANHManhattan Associates IncStock1,432$24.8 萬<0.1%歷史
MNSTMonster Beverage CorpCOM3,186$24.4 萬<0.1%歷史
ALGNAlign Technology IncCOM1,506$23.5 萬<0.1%歷史
ASHAshland Inc.COM3,900$22.9 萬<0.1%歷史
YUMYum Brands IncStock1,460$22.1 萬<0.1%歷史
ZSZscaler, Inc.Stock955$21.5 萬<0.1%歷史
AIGAmerican International Group, Inc.Stock2,496$21.4 萬<0.1%歷史
CHTRCharter Communications, Inc.CL A1,021$21.3 萬<0.1%歷史
VRSKVerisk Analytics, Inc.COM951$21.3 萬<0.1%歷史
DASHDoorDash, Inc.Stock927$21.0 萬<0.1%歷史
SPGSimon Property Group Inc.REIT1,118$20.7 萬<0.1%歷史
iShares Tr46429B671MSCI CHINA ETF3,428$20.6 萬<0.1%–
EGEverest Group, Ltd.COM604$20.5 萬<0.1%歷史
LAMRLamar Advertising CoREIT1,610$20.4 萬<0.1%歷史
First Trust Nasdaq-100 Technology Sector Index Fund337345102ETF880$20.3 萬<0.1%–
ROKURoku, IncCOM CL A1,865$20.2 萬<0.1%歷史
WENWendy's CoStock22,174$18.5 萬<0.1%歷史
USARUSA Rare Earth, Inc.Stock11,829$14.1 萬<0.1%歷史
ARIApollo Commercial Real Estate Finance, Inc.COM12,028$11.9 萬<0.1%歷史
ACDCProFrac Holding Corp.CLASS A COM29,064$11.3 萬<0.1%歷史
PKPark Hotels & Resorts Inc.COM10,517$11.3 萬<0.1%歷史
AMCRAmcor plcORD13,038$10.9 萬<0.1%歷史
GTMZoomInfo Technologies Inc.Stock10,264$10.4 萬<0.1%歷史
XFLTXAI Floating Rate & Alternative Income TrustCOM17,568$8.43 萬<0.1%歷史
GRABGrab Holdings LtdCLASS A ORD12,622$6.30 萬<0.1%歷史
AWPabrdn Global Premier Properties FundCOM SH BEN INT16,014$6.21 萬<0.1%歷史
RIGTransocean Ltd.REGISTERED SHS10,144$4.19 萬<0.1%歷史
AGLagilon health, inc.COM11,157$7,684<0.1%歷史