Evercore Wealth Management, LLC
- SEC CIK
- 0001482689
- 最新申報
- 2026/8/14
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/5/17 申報。只含多頭部位。
- 持股檔數
- 427
- 2020 年第 4 季沒有 13F 資料
- 總值
- $50.5 億
- 2020 年第 4 季沒有 13F 資料
Livermore 的 13F 資料從 2021 年第 1 季開始，這一季沒有前一季可以比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Entercom Communications Corp293639100 | CL A | 10,000 | $5.20 萬 | <0.1% | – | – | – |
| ETEnergy Transfer LP | COM UT LTD PTN | 12,852 | $9.90 萬 | <0.1% | – | – | 歷史 |
| OESXOrion Energy Systems, Inc. | COM | 27,913 | $19.4 萬 | <0.1% | – | – | 歷史 |
| ALKSAlkermes plc. | SHS | 10,598 | $19.8 萬 | <0.1% | – | – | 歷史 |
| CPCanadian Pacific Kansas City Ltd | COM | 528 | $20.0 萬 | <0.1% | – | – | 歷史 |
| TECHBIO-TECHNE Corp | COM | 526 | $20.1 萬 | <0.1% | – | – | 歷史 |
| ACUAcme United Corp | COM | 5,100 | $20.1 萬 | <0.1% | – | – | 歷史 |
| EMNEastman Chemical Co | Stock | 1,840 | $20.3 萬 | <0.1% | – | – | 歷史 |
| JCIJohnson Controls International plc | Stock | 3,437 | $20.5 萬 | <0.1% | – | – | 歷史 |
| WRBBerkley W R Corp | COM | 2,725 | $20.5 萬 | <0.1% | – | – | 歷史 |
| KKRKKR & Co. Inc. | COM | 4,181 | $20.5 萬 | <0.1% | – | – | 歷史 |
| iShares Tips Bond ETF464287176 | ETF | 1,653 | $20.7 萬 | <0.1% | – | – | – |
| MORNMorningstar, Inc. | COM | 930 | $20.9 萬 | <0.1% | – | – | 歷史 |
| METMetlife Inc | Stock | 3,466 | $21.1 萬 | <0.1% | – | – | 歷史 |
| WOLFWolfspeed, Inc. | COM | 2,039 | $22.0 萬 | <0.1% | – | – | 歷史 |
| URIUnited Rentals, Inc. | COM | 671 | $22.1 萬 | <0.1% | – | – | 歷史 |
| CFCF Industries Holdings, Inc. | COM | 4,897 | $22.2 萬 | <0.1% | – | – | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 3,211 | $22.3 萬 | <0.1% | – | – | – |
| WTMWhite Mountains Insurance Group Ltd | COM | 200 | $22.3 萬 | <0.1% | – | – | 歷史 |
| BNYBank of New York Mellon Corp | Stock | 4,721 | $22.4 萬 | <0.1% | – | – | 歷史 |
| NXRTNexPoint Residential Trust, Inc. | COM | 5,000 | $23.0 萬 | <0.1% | – | – | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 311 | $23.0 萬 | <0.1% | – | – | 歷史 |
| DBCInvesco DB Commodity Index Tracking Fund | UNIT | 14,000 | $23.3 萬 | <0.1% | – | – | 歷史 |
| DGDollar General Corp | COM | 1,174 | $23.8 萬 | <0.1% | – | – | 歷史 |
| HSICHenry Schein Inc | COM | 3,449 | $23.9 萬 | <0.1% | – | – | 歷史 |
| PCRXPacira BioSciences, Inc. | COM | 3,409 | $23.9 萬 | <0.1% | – | – | 歷史 |
| WABWestinghouse Air Brake Technologies Corp | Stock | 3,078 | $24.4 萬 | <0.1% | – | – | 歷史 |
| MSIMotorola Solutions, Inc. | Stock | 1,302 | $24.5 萬 | <0.1% | – | – | 歷史 |
| AAgilent Technologies, Inc. | COM | 1,926 | $24.5 萬 | <0.1% | – | – | 歷史 |
| XYZBlock, Inc. | CL A | 1,082 | $24.6 萬 | <0.1% | – | – | 歷史 |
| AMPAmeriprise Financial Inc | COM | 1,060 | $24.6 萬 | <0.1% | – | – | 歷史 |
| MMPMagellan Midstream Partners, L.P. | COM UNIT RP LP | 5,743 | $24.9 萬 | <0.1% | – | – | 歷史 |
| IRWDIronwood Pharmaceuticals Inc | COM CL A | 22,425 | $25.1 萬 | <0.1% | – | – | 歷史 |
| FIVEFive Below, Inc | COM | 1,318 | $25.2 萬 | <0.1% | – | – | 歷史 |
| ADSKAutodesk, Inc. | COM | 910 | $25.2 萬 | <0.1% | – | – | 歷史 |
| ALXNAlexion Pharmaceuticals, Inc. | COM | 1,655 | $25.3 萬 | <0.1% | – | – | 歷史 |
| WisdomTree Tr97717W570 | US MIDCAP FUND | 5,020 | $25.6 萬 | <0.1% | – | – | – |
| Cantel Med Corp138098108 | COM | 3,205 | $25.6 萬 | <0.1% | – | – | – |
| KAMNKAMAN Corp | COM | 5,000 | $25.6 萬 | <0.1% | – | – | 歷史 |
| VTRSViatris Inc | Stock | 18,489 | $25.8 萬 | <0.1% | – | – | 歷史 |
| WisdomTree Tr97717W562 | US SMALLCAP FUND | 5,497 | $26.0 萬 | <0.1% | – | – | – |
| RJFRaymond James Financial Inc | COM | 2,119 | $26.0 萬 | <0.1% | – | – | 歷史 |
| LUVSouthwest Airlines Co | COM | 4,307 | $26.3 萬 | <0.1% | – | – | 歷史 |
| ETNEaton Corp plc | Stock | 1,918 | $26.5 萬 | <0.1% | – | – | 歷史 |
| JQCNuveen Credit Strategies Income Fund | COM SHS | 40,925 | $26.6 萬 | <0.1% | – | – | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 3,209 | $26.8 萬 | <0.1% | – | – | 歷史 |
| EVVEaton Vance Ltd Duration Income Fund | COM | 21,225 | $26.8 萬 | <0.1% | – | – | 歷史 |
| GBDCGolub Capital BDC, Inc. | COM | 18,452 | $26.9 萬 | <0.1% | – | – | 歷史 |
| iShares Tr464287440 | 7-10 YR TRSY BD | 2,412 | $27.2 萬 | <0.1% | – | – | – |
| MPCMarathon Petroleum Corp | Stock | 5,106 | $27.3 萬 | <0.1% | – | – | 歷史 |
| KLACKLA Corp | COM NEW | 831 | $27.5 萬 | <0.1% | – | – | 歷史 |
| BIPBrookfield Infrastructure Partners L.P. | LP INT UNIT | 5,168 | $27.5 萬 | <0.1% | – | – | 歷史 |
| GPCGenuine Parts Co | Stock | 2,396 | $27.7 萬 | <0.1% | – | – | 歷史 |
| RCIRogers Communications Inc | CL B | 6,000 | $27.7 萬 | <0.1% | – | – | 歷史 |
| State Street SPDR S&P Biotech ETF78464A870 | ETF | 2,071 | $28.1 萬 | <0.1% | – | – | – |
| iShares Tr464287721 | U.S. TECH ETF | 3,200 | $28.1 萬 | <0.1% | – | – | – |
| GGGGraco Inc | COM | 4,026 | $28.9 萬 | <0.1% | – | – | 歷史 |
| TSLXSixth Street Specialty Lending, Inc. | COM | 13,775 | $29.0 萬 | <0.1% | – | – | 歷史 |
| SPDR Index Shs FDS78463X863 | ST DOW INTL ETF | 8,452 | $29.1 萬 | <0.1% | – | – | – |
| AEEAmeren Corp | COM | 3,600 | $29.3 萬 | <0.1% | – | – | 歷史 |
| iShares Tr464287457 | 1 3 YR TREAS BD | 3,411 | $29.4 萬 | <0.1% | – | – | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 3,070 | $29.5 萬 | <0.1% | – | – | – |
| ACHAccendra Health Inc | Stock | 7,873 | $29.6 萬 | <0.1% | – | – | 歷史 |
| First Trust Dow Jones Internet Index Fund33733E302 | ETF | 1,364 | $29.7 萬 | <0.1% | – | – | – |
| ELEstee Lauder Companies Inc | CL A | 1,033 | $30.0 萬 | <0.1% | – | – | 歷史 |
| VRTVertiv Holdings Co | COM CL A | 15,000 | $30.0 萬 | <0.1% | – | – | 歷史 |
| CODICompass Diversified Holdings | SH BEN INT | 13,110 | $30.3 萬 | <0.1% | – | – | 歷史 |
| CNSTConstellation Pharmaceuticals Inc | COM | 13,171 | $30.8 萬 | <0.1% | – | – | 歷史 |
| MCHPMicrochip Technology Inc | Stock | 1,989 | $30.9 萬 | <0.1% | – | – | 歷史 |
| HSYHershey Co | COM | 1,955 | $30.9 萬 | <0.1% | – | – | 歷史 |
| BXPBXP, Inc. | COM | 3,067 | $31.1 萬 | <0.1% | – | – | 歷史 |
| SXTSensient Technologies Corp | COM | 4,000 | $31.2 萬 | <0.1% | – | – | 歷史 |
| NTCTNetscout Systems Inc | COM | 11,187 | $31.5 萬 | <0.1% | – | – | 歷史 |
| BRBroadridge Financial Solutions, Inc. | Stock | 2,072 | $31.7 萬 | <0.1% | – | – | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 1,935 | $32.0 萬 | <0.1% | – | – | – |
| RNRRenaissancere Holdings Ltd | COM | 2,006 | $32.1 萬 | <0.1% | – | – | 歷史 |
| SRESempra | Stock | 2,426 | $32.2 萬 | <0.1% | – | – | 歷史 |
| iShares Tr464288166 | AGENCY BOND ETF | 2,825 | $33.3 萬 | <0.1% | – | – | – |
| TPRTapestry, Inc. | COM | 8,091 | $33.3 萬 | <0.1% | – | – | 歷史 |
| WEXWEX Inc. | COM | 1,601 | $33.5 萬 | <0.1% | – | – | 歷史 |
| GWWW.W. Grainger, Inc. | Stock | 839 | $33.6 萬 | <0.1% | – | – | 歷史 |
| AVEOAveo Pharmaceuticals, Inc. | COM NEW | 46,327 | $33.9 萬 | <0.1% | – | – | 歷史 |
| CCEPCoca-Cola Europacific Partners plc | SHS | 6,633 | $34.6 萬 | <0.1% | – | – | 歷史 |
| ALLAllstate Corp | Stock | 3,020 | $34.7 萬 | <0.1% | – | – | 歷史 |
| WWDWoodward, Inc. | COM | 2,880 | $34.7 萬 | <0.1% | – | – | 歷史 |
| Turmeric Acquisition CorpG9127T116 | UNIT 10/08/2025 | 35,000 | $35.0 萬 | <0.1% | – | – | – |
| iShares Inc46434G822 | MSCI JAPAN ETF | 5,119 | $35.1 萬 | <0.1% | – | – | – |
| PCGPG&E Corp | Stock | 30,041 | $35.2 萬 | <0.1% | – | – | 歷史 |
| SPDR Index Shs FDS78463X202 | ST STR EU 50 ETF | 8,111 | $36.1 萬 | <0.1% | – | – | – |
| First Rep BK San Francisco C33616C100 | COM | 2,212 | $36.9 萬 | <0.1% | – | – | – |
| SRCLStericycle Inc | COM | 5,495 | $37.1 萬 | <0.1% | – | – | 歷史 |
| TWTRTwitter, Inc. | COM | 5,828 | $37.1 萬 | <0.1% | – | – | 歷史 |
| iShares Tr464288661 | 3 7 YR TREAS BD | 2,867 | $37.2 萬 | <0.1% | – | – | – |
| COLBColumbia Banking System, Inc. | COM | 8,660 | $37.3 萬 | <0.1% | – | – | 歷史 |
| NOWServiceNow, Inc. | Stock | 750 | $37.5 萬 | <0.1% | – | – | 歷史 |
| APOApollo Global Management, Inc. | COM CL A | 8,090 | $38.1 萬 | <0.1% | – | – | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 2,698 | $38.2 萬 | <0.1% | – | – | – |
| Vanguard Health Care ETF92204A504 | ETF | 1,688 | $38.6 萬 | <0.1% | – | – | – |
| CDKCDK Global, Inc. | COM | 7,170 | $38.8 萬 | <0.1% | – | – | 歷史 |
| CERNCERNER Corp | COM | 5,400 | $38.8 萬 | <0.1% | – | – | 歷史 |