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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
UTHRUnited Therapeutics CorpCOM582$34.5 萬<0.1%+39+7.2%加碼歷史
SPDR Index Shs FDS78463X202ST STR EU 50 ETF5,561$34.5 萬<0.1%00.0%不變–
ADSKAutodesk, Inc.COM1,445$34.6 萬<0.1%−470−24.5%減碼歷史
Fidelity MSCI Financials Index ETF316092501ETF4,931$34.6 萬<0.1%00.0%不變–
AXSAxis Capital Holdings LtdSHS3,404$34.7 萬<0.1%+577+20.4%加碼歷史
DDOGDatadog, Inc.CL A COM2,950$34.8 萬<0.1%+148+5.3%加碼歷史
DGXQuest Diagnostics IncCOM1,777$34.8 萬<0.1%−451−20.2%減碼歷史
RCLRoyal Caribbean Cruises LtdCOM1,263$35.0 萬<0.1%+1,263新進歷史
ITGartner IncCOM2,217$35.1 萬<0.1%+881+65.9%加碼歷史
FISVFiserv IncStock6,348$35.4 萬<0.1%+6,348新進歷史
SITESiteOne Landscape Supply, Inc.COM2,669$35.5 萬<0.1%+2,669新進歷史
LVSLas Vegas Sands CorpCOM6,607$35.6 萬<0.1%+1,198+22.1%加碼歷史
IQVIQVIA Holdings Inc.Stock2,091$35.7 萬<0.1%−143−6.4%減碼歷史
TSNTyson Foods, Inc.Stock5,578$35.7 萬<0.1%+2,096+60.2%加碼歷史
TWTradeweb Markets Inc.Stock3,048$35.9 萬<0.1%+3,048新進歷史
CMCSAComcast CorpStock12,579$36.1 萬<0.1%+4,402+53.8%加碼歷史
KMXCarMax IncCOM8,706$36.2 萬<0.1%+8,706新進歷史
LENLennar CorpCL A4,170$36.2 萬<0.1%+1,802+76.1%加碼歷史
RLRalph Lauren CorpCL A1,056$36.4 萬<0.1%+162+18.1%加碼歷史
ARCCAres Capital CorpCEF20,266$36.5 萬<0.1%−5,177−20.3%減碼歷史
CHRWC. H. Robinson Worldwide, Inc.COM NEW2,190$36.6 萬<0.1%−352−13.8%減碼歷史
State Street SPDR S&P Aerospace & Defense ETF78464A631ETF1,450$36.8 萬<0.1%00.0%不變–
iShares Core Dividend Growth ETF46434V621ETF5,253$36.9 萬<0.1%+23+0.4%加碼–
NTRANatera, Inc.COM1,856$37.1 萬<0.1%+45+2.5%加碼歷史
MELIMercadolibre IncCOM215$37.2 萬<0.1%+18+9.1%加碼歷史
DUKDuke Energy CORPStock2,843$37.2 萬<0.1%−461−14.0%減碼歷史
iShares Tr464287796U.S. ENERGY ETF5,762$37.3 萬<0.1%+5,762新進–
CAHCardinal Health IncStock1,769$37.4 萬<0.1%+177+11.1%加碼歷史
iShares Tr464289529INDIA 50 ETF8,865$37.4 萬<0.1%−1,500−14.5%減碼–
HPEHewlett Packard Enterprise CoCOM15,621$37.4 萬<0.1%+6,409+69.6%加碼歷史
EPDEnterprise Products Partners L.P.Stock9,908$37.5 萬<0.1%−1,866−15.8%減碼歷史
NBHNeuberger Municipal Fund Inc.COM36,997$37.8 萬<0.1%00.0%不變歷史
iShares Inc46434G822MSCI JAPAN ETF4,477$37.8 萬<0.1%00.0%不變–
RBLXRoblox CorpStock6,686$37.8 萬<0.1%−3,921−37.0%減碼歷史
ADPAutomatic Data Processing IncStock1,846$37.9 萬<0.1%−4,869−72.5%減碼歷史
Profesionally Managed Portfo74316P579AKRE FOCUS ETF7,229$38.2 萬<0.1%00.0%不變–
ESEversource EnergyStock5,539$38.4 萬<0.1%+1,378+33.1%加碼歷史
PCQPIMCO California Municipal Income FundCOM45,484$39.2 萬<0.1%−600−1.3%減碼歷史
iShares Tr464288414NATIONAL MUN ETF3,715$39.4 萬<0.1%−750−16.8%減碼–
TTWOTake Two Interactive Software IncCOM2,002$39.5 萬<0.1%+760+61.2%加碼歷史
EVRGEvergy, Inc.Stock4,834$39.6 萬<0.1%−1,275−20.9%減碼歷史
LHXL3HARRIS Technologies, Inc.Stock1,151$39.8 萬<0.1%−302−20.8%減碼歷史
TTTrane Technologies plcSHS954$39.8 萬<0.1%−33−3.3%減碼歷史
WABWestinghouse Air Brake Technologies CorpStock1,591$39.8 萬<0.1%+180+12.8%加碼歷史
GILDGilead Sciences, Inc.Stock2,909$40.6 萬<0.1%−1,111−27.6%減碼歷史
AAAlcoa CorpStock6,141$40.7 萬<0.1%+1,753+39.9%加碼歷史
KEYSKeysight Technologies, Inc.Stock1,446$40.8 萬<0.1%+1,446新進歷史
REALTheRealReal, Inc.COM45,072$40.9 萬<0.1%+1,219+2.8%加碼歷史
CTASCintas CorpStock2,422$41.0 萬<0.1%+2,422新進歷史
CMGChipotle Mexican Grill IncCOM12,917$41.3 萬<0.1%−1,741−11.9%減碼歷史
FISFidelity National Information Services, Inc.Stock8,831$41.4 萬<0.1%+3,144+55.3%加碼歷史
UALUnited Airlines Holdings, Inc.COM4,500$41.4 萬<0.1%+1,477+48.9%加碼歷史
SFStifel Financial CorpCOM5,638$41.7 萬<0.1%+3,504+164.2%加碼歷史
State Street Consumer Staples Select Sector SPDR ETF81369Y308ETF5,095$41.8 萬<0.1%+808+18.8%加碼–
CWCurtiss Wright CorpStock615$41.9 萬<0.1%+199+47.8%加碼歷史
HWMHowmet Aerospace Inc.Stock1,819$41.9 萬<0.1%+63+3.6%加碼歷史
ITTItt Inc.COM2,205$42.1 萬<0.1%+2,205新進歷史
iShares Inc464286400MSCI BRAZIL ETF10,964$42.1 萬<0.1%+10,964新進–
BWABorgwarner IncCOM7,772$42.2 萬<0.1%−246−3.1%減碼歷史
IVZInvesco Ltd.Stock17,377$42.2 萬<0.1%−283−1.6%減碼歷史
Dimensional ETF Trust25434V732EMERGING MKTS CO12,312$42.5 萬<0.1%+3,505+39.8%加碼–
iShares Inc46434G855MSCI GBL GOLD MN5,425$42.9 萬<0.1%−10.0%減碼–
FIVEFive Below, IncCOM1,876$42.9 萬<0.1%+1,876新進歷史
AAgilent Technologies, Inc.COM3,773$43.1 萬<0.1%+1,558+70.3%加碼歷史
FOXFox CorpCL B COM8,131$43.2 萬<0.1%+73+0.9%加碼歷史
Amplify ETF Tr032108649AMPLIFY JUNIOR S14,578$43.3 萬<0.1%−10.0%減碼–
MKTXMarketaxess Holdings IncCOM2,628$43.4 萬<0.1%+282+12.0%加碼歷史
MOAltria Group, Inc.Stock6,411$43.4 萬<0.1%−2,196−25.5%減碼歷史
DRIDarden Restaurants IncCOM2,218$43.5 萬<0.1%+208+10.3%加碼歷史
LITELumentum Holdings Inc.COM621$43.6 萬<0.1%+621新進歷史
iShares Russell 2000 Growth ETF464287648ETF1,413$44.3 萬<0.1%+72+5.4%加碼–
ALLAllstate CorpStock2,140$44.7 萬<0.1%−168−7.3%減碼歷史
Schwab U.S. Broad Market ETF808524102ETF17,901$44.9 萬<0.1%+70.0%加碼–
BURLBurlington Stores, Inc.COM1,383$45.0 萬<0.1%+1,383新進歷史
AEPAmerican Electric Power Co IncStock3,439$45.1 萬<0.1%+573+20.0%加碼歷史
Vanguard Materials ETF92204A801ETF2,010$45.3 萬<0.1%00.0%不變–
HALHalliburton CoStock11,637$45.4 萬<0.1%+702+6.4%加碼歷史
iShares Tr46436E7180-3 MTH TREASURY4,510$45.4 萬<0.1%+4,510新進–
VTRVentas, Inc.REIT5,537$45.6 萬<0.1%+632+12.9%加碼歷史
NDAQNasdaq, Inc.COM5,383$45.7 萬<0.1%+405+8.1%加碼歷史
DXCMDexcom IncCOM7,304$45.9 萬<0.1%−97−1.3%減碼歷史
MEDPMedpace Holdings, Inc.COM960$46.1 萬<0.1%+64+7.1%加碼歷史
EVREvercore Inc.CLASS A1,553$46.4 萬<0.1%+504+48.0%加碼歷史
ARAntero Resources CorpCOM10,991$46.6 萬<0.1%−6,367−36.7%減碼歷史
DVNDevon Energy CorpStock9,313$46.9 萬<0.1%−2,054−18.1%減碼歷史
EWEdwards Lifesciences CorpStock5,873$47.0 萬<0.1%−118−2.0%減碼歷史
State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847ETF7,960$47.1 萬<0.1%+4+0.1%加碼–
Vanguard World FD921910709EXTENDED DUR7,335$47.6 萬<0.1%+913+14.2%加碼–
NBIXNeurocrine Biosciences IncStock3,629$47.8 萬<0.1%+1,429+65.0%加碼歷史
WELLWelltower Inc.REIT2,423$47.9 萬<0.1%−114−4.5%減碼歷史
DELLDell Technologies Inc.Stock2,923$48.0 萬<0.1%+203+7.5%加碼歷史
ECLEcolab Inc.Stock1,805$48.2 萬<0.1%+118+7.0%加碼歷史
VanEck ETF Trust92189H607OIL SERVICES ETF1,192$48.2 萬<0.1%+1,192新進–
NOCNorthrop Grumman CorpStock709$48.4 萬<0.1%−120−14.5%減碼歷史
EOGEOG Resources IncStock3,362$48.6 萬<0.1%+3,362新進歷史
PYPLPayPal Holdings, Inc.Stock10,780$48.8 萬<0.1%−1,319−10.9%減碼歷史
BARGraniteShares Gold TrustSHS BEN INT10,612$49.0 萬<0.1%00.0%不變歷史
Global X FDS37954Y830GLOBAL X COPPER6,434$49.1 萬<0.1%+6,434新進–
ROSTRoss Stores, Inc.COM2,274$49.3 萬<0.1%−11,322−83.3%減碼歷史
GBDCGolub Capital BDC, Inc.COM38,964$49.3 萬<0.1%+13,011+50.1%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