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 |
|---|---|---|---|---|---|---|---|
| DHIHorton D R Inc | COM | 4,361 | $38.9 萬 | <0.1% | – | – | 歷史 |
| IMXIInternational Money Express, Inc. | COM | 26,294 | $39.5 萬 | <0.1% | – | – | 歷史 |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 4,296 | $40.0 萬 | <0.1% | – | – | – |
| ROKRockwell Automation, Inc | Stock | 1,512 | $40.1 萬 | <0.1% | – | – | 歷史 |
| VanEck ETF Trust92189F791 | JUNIOR GOLD MINE | 8,975 | $40.4 萬 | <0.1% | – | – | – |
| iShares Select U.S. REIT ETF464287564 | ETF | 7,000 | $40.5 萬 | <0.1% | – | – | – |
| iShares Russell 2000 Growth ETF464287648 | ETF | 1,347 | $40.5 萬 | <0.1% | – | – | – |
| MUMicron Technology Inc | Stock | 4,683 | $41.3 萬 | <0.1% | – | – | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 1,925 | $41.4 萬 | <0.1% | – | – | 歷史 |
| CORCencora, Inc. | Stock | 3,590 | $42.3 萬 | <0.1% | – | – | 歷史 |
| LRCXLam Research Corp | COM | 715 | $42.6 萬 | <0.1% | – | – | 歷史 |
| BSXBoston Scientific Corp | Stock | 11,132 | $43.1 萬 | <0.1% | – | – | 歷史 |
| State Street SPDR Portfolio S&P 500 High Dividend ETF78468R788 | ETF | 11,320 | $43.6 萬 | <0.1% | – | – | – |
| CTVACorteva, Inc. | Stock | 9,535 | $44.4 萬 | <0.1% | – | – | 歷史 |
| ZBRAZebra Technologies Corp | CL A | 919 | $44.6 萬 | <0.1% | – | – | 歷史 |
| TPLTexas Pacific Land Corp | Stock | 282 | $44.8 萬 | <0.1% | – | – | 歷史 |
| TELTE Connectivity plc | REG SHS | 3,484 | $45.0 萬 | <0.1% | – | – | 歷史 |
| MCOMoodys Corp | Stock | 1,516 | $45.3 萬 | <0.1% | – | – | 歷史 |
| Vanguard Intl Equity Index F922042874 | FTSE EUROPE ETF | 7,182 | $45.3 萬 | <0.1% | – | – | – |
| WisdomTree Tr97717Y808 | YIELD ENHANCED | 8,879 | $45.3 萬 | <0.1% | – | – | – |
| VRSKVerisk Analytics, Inc. | COM | 2,575 | $45.5 萬 | <0.1% | – | – | 歷史 |
| YUMCYum China Holdings, Inc. | COM | 7,733 | $45.7 萬 | <0.1% | – | – | 歷史 |
| CSXCSX Corp | Stock | 4,745 | $45.8 萬 | <0.1% | – | – | 歷史 |
| SHOPShopify Inc. | Stock | 414 | $45.8 萬 | <0.1% | – | – | 歷史 |
| INFIInfinity Pharmaceuticals, Inc. | COM | 143,138 | $46.2 萬 | <0.1% | – | – | 歷史 |
| DRIDarden Restaurants Inc | COM | 3,280 | $46.6 萬 | <0.1% | – | – | 歷史 |
| COWNCowen Inc. | CL A NEW | 13,304 | $46.8 萬 | <0.1% | – | – | 歷史 |
| MAINMain Street Capital CORP | CEF | 12,029 | $47.1 萬 | <0.1% | – | – | 歷史 |
| MSCIMSCI Inc. | Stock | 1,131 | $47.4 萬 | <0.1% | – | – | 歷史 |
| PSXPPhillips 66 Partners LP | COM UNIT REP INT | 15,000 | $47.5 萬 | <0.1% | – | – | 歷史 |
| State Street SPDR Bloomberg Convertible Securities ETF78464A359 | ETF | 5,714 | $47.7 萬 | <0.1% | – | – | – |
| TMUST-Mobile US, Inc. | Stock | 3,849 | $48.3 萬 | <0.1% | – | – | 歷史 |
| EXPEExpedia Group, Inc. | Stock | 2,815 | $48.5 萬 | <0.1% | – | – | 歷史 |
| Varian Med Sys Inc92220P105 | COM | 2,789 | $49.2 萬 | <0.1% | – | – | – |
| DLRDigital Realty Trust, Inc. | COM | 3,513 | $49.5 萬 | <0.1% | – | – | 歷史 |
| NDSNNordson Corp | COM | 2,500 | $49.7 萬 | <0.1% | – | – | 歷史 |
| iShares Tr464288646 | ISHS 1-5YR INVS | 9,224 | $50.4 萬 | <0.1% | – | – | – |
| UTFCohen & Steers Infrastructure Fund Inc | COM | 18,036 | $50.4 萬 | <0.1% | – | – | 歷史 |
| CNICanadian National Railway Co | Stock | 4,370 | $50.7 萬 | <0.1% | – | – | 歷史 |
| PCARPaccar Inc | COM | 5,536 | $51.4 萬 | <0.1% | – | – | 歷史 |
| INTUIntuit Inc. | Stock | 1,347 | $51.6 萬 | <0.1% | – | – | 歷史 |
| SLBSLB Limited | Stock | 19,130 | $52.0 萬 | <0.1% | – | – | 歷史 |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 6,680 | $52.4 萬 | <0.1% | – | – | – |
| BKNGBooking Holdings Inc. | Stock | 227 | $52.9 萬 | <0.1% | – | – | 歷史 |
| ANAutonation, Inc. | COM | 5,711 | $53.2 萬 | <0.1% | – | – | 歷史 |
| NUENucor Corp | COM | 6,667 | $53.5 萬 | <0.1% | – | – | 歷史 |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 3,357 | $53.7 萬 | <0.1% | – | – | 歷史 |
| FTVFortive Corp | Stock | 7,775 | $54.9 萬 | <0.1% | – | – | 歷史 |
| MGNXMacrogenics Inc | COM | 17,543 | $55.9 萬 | <0.1% | – | – | 歷史 |
| LINLinde PLC | SHS | 2,001 | $56.1 萬 | <0.1% | – | – | 歷史 |
| ELVElevance Health, Inc. | Stock | 1,621 | $58.2 萬 | <0.1% | – | – | 歷史 |
| CICigna Group | Stock | 2,430 | $58.7 萬 | <0.1% | – | – | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 5,204 | $59.2 萬 | <0.1% | – | – | – |
| EVREvercore Inc. | CLASS A | 4,511 | $59.4 萬 | <0.1% | – | – | 歷史 |
| COPConocoPhillips | Stock | 11,283 | $59.7 萬 | <0.1% | – | – | 歷史 |
| PXDPioneer Natural Resources Co | COM | 3,757 | $59.7 萬 | <0.1% | – | – | 歷史 |
| WORKSlack Technologies, Inc. | COM CL A | 14,964 | $60.8 萬 | <0.1% | – | – | 歷史 |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 8,985 | $61.3 萬 | <0.1% | – | – | – |
| GLDMWorld Gold Trust | SPDR GLD MINIS | 36,190 | $61.5 萬 | <0.1% | – | – | 歷史 |
| POLYPlantronics Inc | COM | 16,175 | $62.9 萬 | <0.1% | – | – | 歷史 |
| Vanguard S&P 500 Growth ETF921932505 | ETF | 2,692 | $63.3 萬 | <0.1% | – | – | – |
| CMECME Group Inc. | COM | 3,122 | $63.8 萬 | <0.1% | – | – | 歷史 |
| MARMarriott International Inc | Stock | 4,362 | $64.6 萬 | <0.1% | – | – | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 7,636 | $64.6 萬 | <0.1% | – | – | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 1,957 | $64.6 萬 | <0.1% | – | – | 歷史 |
| JEFJefferies Financial Group Inc. | COM | 21,853 | $65.8 萬 | <0.1% | – | – | 歷史 |
| AJGArthur J. Gallagher & Co. | COM | 5,290 | $66.0 萬 | <0.1% | – | – | 歷史 |
| APPSDigital Turbine, Inc. | COM NEW | 8,293 | $66.6 萬 | <0.1% | – | – | 歷史 |
| MNDTMandiant, Inc. | COM | 35,000 | $68.5 萬 | <0.1% | – | – | 歷史 |
| EDConsolidated Edison Inc | Stock | 9,271 | $69.3 萬 | <0.1% | – | – | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 2,488 | $70.0 萬 | <0.1% | – | – | 歷史 |
| STLSterling Bancorp | COM | 30,600 | $70.4 萬 | <0.1% | – | – | 歷史 |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 1,494 | $70.7 萬 | <0.1% | – | – | 歷史 |
| STESTERIS plc | SHS USD | 3,714 | $70.7 萬 | <0.1% | – | – | 歷史 |
| DOWDow Inc. | Stock | 11,117 | $71.1 萬 | <0.1% | – | – | 歷史 |
| LHLabcorp Holdings Inc. | COM NEW | 2,832 | $72.2 萬 | <0.1% | – | – | 歷史 |
| XIFRXPLR Infrastructure, LP | COM UNIT PART IN | 10,000 | $72.9 萬 | <0.1% | – | – | 歷史 |
| GISGeneral Mills Inc | Stock | 12,042 | $73.9 萬 | <0.1% | – | – | 歷史 |
| Vanguard Total World Stock ETF922042742 | ETF | 7,740 | $75.3 萬 | <0.1% | – | – | – |
| Invesco Exchange Traded FD T46137V738 | LARGE CAP VALUE | 17,782 | $75.9 萬 | <0.1% | – | – | – |
| CCICrown Castle Inc. | REIT | 4,473 | $77.0 萬 | <0.1% | – | – | 歷史 |
| PINSPinterest, Inc. | CL A | 10,448 | $77.3 萬 | <0.1% | – | – | 歷史 |
| VRMVroom, Inc. | COM | 19,913 | $77.6 萬 | <0.1% | – | – | 歷史 |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 19,872 | $78.5 萬 | <0.1% | – | – | – |
| BILLBILL Holdings, Inc. | Stock | 5,711 | $83.1 萬 | <0.1% | – | – | 歷史 |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 11,388 | $83.5 萬 | <0.1% | – | – | – |
| PSAPublic Storage | COM | 3,459 | $85.4 萬 | <0.1% | – | – | 歷史 |
| iShares Tr464288570 | ESG MSCI KLD ETF | 11,198 | $85.5 萬 | <0.1% | – | – | – |
| GLWCorning Inc | COM | 19,729 | $85.8 萬 | <0.1% | – | – | 歷史 |
| iShares Tr464287689 | RUSSELL 3000 ETF | 3,694 | $87.6 萬 | <0.1% | – | – | – |
| CCitigroup Inc | Stock | 12,148 | $88.4 萬 | <0.1% | – | – | 歷史 |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 6,812 | $88.6 萬 | <0.1% | – | – | – |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 5,913 | $89.7 萬 | <0.1% | – | – | – |
| AWKAmerican Water Works Company, Inc. | Stock | 6,014 | $90.2 萬 | <0.1% | – | – | 歷史 |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 10,586 | $91.3 萬 | <0.1% | – | – | – |
| LHXL3HARRIS Technologies, Inc. | Stock | 4,620 | $93.7 萬 | <0.1% | – | – | 歷史 |
| HBIHanesbrands Inc. | COM | 47,832 | $94.1 萬 | <0.1% | – | – | 歷史 |
| WMWaste Management Inc | Stock | 7,398 | $95.5 萬 | <0.1% | – | – | 歷史 |
| AYIAcuity Inc. (DE) | Stock | 5,867 | $96.8 萬 | <0.1% | – | – | 歷史 |
| WBAWalgreens Boots Alliance, Inc. | COM | 17,715 | $97.2 萬 | <0.1% | – | – | 歷史 |