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 |
|---|---|---|---|---|---|---|---|
| SEDGSolaredge Technologies, Inc. | COM | 3,386 | $97.3 萬 | <0.1% | – | – | 歷史 |
| Invesco Exchange Traded FD T46137V266 | S&P500 PUR GWT | 5,946 | $97.7 萬 | <0.1% | – | – | – |
| UBERUber Technologies, Inc | Stock | 18,051 | $98.4 萬 | <0.1% | – | – | 歷史 |
| TFXTeleflex Inc | COM | 2,373 | $98.6 萬 | <0.1% | – | – | 歷史 |
| VFCV F Corp | Stock | 12,603 | $100.7 萬 | <0.1% | – | – | 歷史 |
| CTSHCognizant Technology Solutions Corp | CL A | 12,928 | $101.0 萬 | <0.1% | – | – | 歷史 |
| STTState Street Corp | COM | 12,115 | $101.8 萬 | <0.1% | – | – | 歷史 |
| EQIXEquinix Inc | COM | 1,529 | $104.0 萬 | <0.1% | – | – | 歷史 |
| ENBEnbridge Inc | Stock | 28,746 | $104.6 萬 | <0.1% | – | – | 歷史 |
| TFCTruist Financial Corp | COM | 18,032 | $105.1 萬 | <0.1% | – | – | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 11,468 | $105.4 萬 | <0.1% | – | – | – |
| DEDeere & Co | Stock | 2,841 | $106.3 萬 | <0.1% | – | – | 歷史 |
| WisdomTree Tr97717W109 | US TOTAL DIVIDND | 9,450 | $106.8 萬 | <0.1% | – | – | – |
| PAYXPaychex Inc | Stock | 10,922 | $107.0 萬 | <0.1% | – | – | 歷史 |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 8,779 | $107.0 萬 | <0.1% | – | – | 歷史 |
| YUMYum Brands Inc | Stock | 10,021 | $108.4 萬 | <0.1% | – | – | 歷史 |
| iShares S&P 100 ETF464287101 | ETF | 6,185 | $111.2 萬 | <0.1% | – | – | – |
| AVGOBroadcom Inc. | Stock | 2,451 | $113.6 萬 | <0.1% | – | – | 歷史 |
| iShares Tr464288687 | PFD AND INCM SEC | 29,650 | $113.9 萬 | <0.1% | – | – | – |
| MOAltria Group, Inc. | Stock | 23,139 | $118.4 萬 | <0.1% | – | – | 歷史 |
| RCReady Capital Corp | COM | 90,049 | $120.8 萬 | <0.1% | – | – | 歷史 |
| DDDuPont de Nemours, Inc. | COM | 15,756 | $121.8 萬 | <0.1% | – | – | 歷史 |
| ADIAnalog Devices Inc | Stock | 7,868 | $122.0 萬 | <0.1% | – | – | 歷史 |
| SPGIS&P Global Inc. | Stock | 3,612 | $127.5 萬 | <0.1% | – | – | 歷史 |
| State Street Materials Select Sector SPDR ETF81369Y100 | ETF | 16,381 | $129.1 萬 | <0.1% | – | – | – |
| DBX ETF Tr233051200 | XTRACK MSCI EAFE | 36,124 | $131.2 萬 | <0.1% | – | – | – |
| NSCNorfolk Southern Corp | Stock | 4,894 | $131.4 萬 | <0.1% | – | – | 歷史 |
| BIIBBiogen Inc. | COM | 4,717 | $131.9 萬 | <0.1% | – | – | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 4,250 | $135.6 萬 | <0.1% | – | – | – |
| GILDGilead Sciences, Inc. | Stock | 21,029 | $135.9 萬 | <0.1% | – | – | 歷史 |
| MKCMcCormick & Co Inc | Stock | 15,345 | $136.8 萬 | <0.1% | – | – | 歷史 |
| PSXPhillips 66 | Stock | 16,807 | $137.0 萬 | <0.1% | – | – | 歷史 |
| Invesco Exchange Traded FD T46137V597 | RAFI US 1500 | 7,853 | $138.5 萬 | <0.1% | – | – | – |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 13,756 | $140.3 萬 | <0.1% | – | – | – |
| XELXcel Energy Inc | Stock | 21,300 | $141.7 萬 | <0.1% | – | – | 歷史 |
| SOSouthern Co | Stock | 22,931 | $142.5 萬 | <0.1% | – | – | 歷史 |
| TXG10x Genomics, Inc. | CL A COM | 7,900 | $143.0 萬 | <0.1% | – | – | 歷史 |
| DOVDOVER Corp | COM | 10,905 | $149.5 萬 | <0.1% | – | – | 歷史 |
| SLViShares Silver Trust | ETF | 66,035 | $149.9 萬 | <0.1% | – | – | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 23,415 | $150.7 萬 | <0.1% | – | – | – |
| EOGEOG Resources Inc | Stock | 20,825 | $151.0 萬 | <0.1% | – | – | 歷史 |
| BDXBecton Dickinson & Co | Stock | 6,486 | $157.7 萬 | <0.1% | – | – | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 12,570 | $165.2 萬 | <0.1% | – | – | – |
| CMICummins Inc | Stock | 6,421 | $166.4 萬 | <0.1% | – | – | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 9,572 | $167.9 萬 | <0.1% | – | – | 歷史 |
| GDGeneral Dynamics Corp | Stock | 9,613 | $174.5 萬 | <0.1% | – | – | 歷史 |
| BAMBrookfield Asset Management Ltd. | CL A LTD VT SH | 39,449 | $175.5 萬 | <0.1% | – | – | 歷史 |
| LMTLockheed Martin Corp | Stock | 4,763 | $176.0 萬 | <0.1% | – | – | 歷史 |
| WFCWells Fargo & Company | Stock | 45,672 | $178.4 萬 | <0.1% | – | – | 歷史 |
| MDLZMondelez International, Inc. | Stock | 30,798 | $180.2 萬 | <0.1% | – | – | 歷史 |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 10,775 | $181.1 萬 | <0.1% | – | – | – |
| iShares Tr464288802 | ESG OPTIMIZED | 20,712 | $181.9 萬 | <0.1% | – | – | – |
| KHCKraft Heinz Co | Stock | 45,791 | $183.2 萬 | <0.1% | – | – | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 25,679 | $185.0 萬 | <0.1% | – | – | – |
| iShares Tr464287630 | RUS 2000 VAL ETF | 12,154 | $193.8 萬 | <0.1% | – | – | – |
| OTISOtis Worldwide Corp | Stock | 28,812 | $197.2 萬 | <0.1% | – | – | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 3,887 | $197.2 萬 | <0.1% | – | – | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 5,543 | $198.7 萬 | <0.1% | – | – | – |
| KMBKimberly Clark Corp | Stock | 14,437 | $200.7 萬 | <0.1% | – | – | 歷史 |
| NVDANVIDIA Corp | Stock | 3,840 | $205.0 萬 | <0.1% | – | – | 歷史 |
| DDominion Energy, Inc | Stock | 27,015 | $205.2 萬 | <0.1% | – | – | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 6,296 | $205.9 萬 | <0.1% | – | – | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 18,455 | $206.1 萬 | <0.1% | – | – | 歷史 |
| NXPINXP Semiconductors N.V. | COM | 10,258 | $206.6 萬 | <0.1% | – | – | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 13,884 | $210.4 萬 | <0.1% | – | – | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 16,398 | $212.8 萬 | <0.1% | – | – | – |
| BAXBaxter International Inc | Stock | 25,471 | $214.9 萬 | <0.1% | – | – | 歷史 |
| TRVTravelers Companies, Inc. | Stock | 14,503 | $218.1 萬 | <0.1% | – | – | 歷史 |
| TAT&T Inc. | Stock | 72,717 | $220.1 萬 | <0.1% | – | – | 歷史 |
| PGRProgressive Corp | Stock | 23,383 | $223.6 萬 | <0.1% | – | – | 歷史 |
| NFLXNetflix Inc | Stock | 4,378 | $228.4 萬 | <0.1% | – | – | 歷史 |
| AXPAmerican Express Co | Stock | 16,370 | $231.5 萬 | <0.1% | – | – | 歷史 |
| GEGeneral Electric Co | COM | 176,517 | $231.8 萬 | <0.1% | – | – | 歷史 |
| AFLAflac Inc | Stock | 46,673 | $238.9 萬 | <0.1% | – | – | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 9,315 | $239.4 萬 | <0.1% | – | – | – |
| CARRCarrier Global Corp | Stock | 59,050 | $249.4 萬 | <0.1% | – | – | 歷史 |
| GTLSChart Industries Inc | COM | 17,554 | $249.9 萬 | <0.1% | – | – | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 22,035 | $251.5 萬 | <0.1% | – | – | – |
| BABoeing Co | Stock | 10,084 | $256.8 萬 | 0.1% | – | – | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 10,970 | $266.4 萬 | 0.1% | – | – | 歷史 |
| ZTSZoetis Inc. | Stock | 16,992 | $267.6 萬 | 0.1% | – | – | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 25,037 | $271.7 萬 | 0.1% | – | – | – |
| APHAmphenol Corp | CL A | 42,226 | $278.6 萬 | 0.1% | – | – | 歷史 |
| JJacobs Solutions Inc. | COM | 21,713 | $280.7 萬 | 0.1% | – | – | 歷史 |
| CATCaterpillar Inc | Stock | 12,361 | $286.6 萬 | 0.1% | – | – | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 38,844 | $287.2 萬 | 0.1% | – | – | – |
| ILMNIllumina, Inc. | COM | 7,688 | $295.3 萬 | 0.1% | – | – | 歷史 |
| ATRAptargroup, Inc. | Stock | 20,928 | $296.5 萬 | 0.1% | – | – | 歷史 |
| SYYSysco Corp | Stock | 38,248 | $301.2 萬 | 0.1% | – | – | 歷史 |
| JBLJabil Inc | Stock | 58,559 | $305.4 萬 | 0.1% | – | – | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 140,289 | $308.9 萬 | 0.1% | – | – | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 47,584 | $309.8 萬 | 0.1% | – | – | – |
| METAMeta Platforms, Inc. | Stock | 10,572 | $311.3 萬 | 0.1% | – | – | 歷史 |
| DUKDuke Energy CORP | Stock | 32,348 | $312.2 萬 | 0.1% | – | – | 歷史 |
| IBMInternational Business Machines Corp | Stock | 23,759 | $316.6 萬 | 0.1% | – | – | 歷史 |
| XLRNAcceleron Pharma Inc | COM | 23,667 | $320.9 萬 | 0.1% | – | – | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 95,781 | $326.2 萬 | 0.1% | – | – | – |
| iShares Core High Dividend ETF46429B663 | ETF | 35,172 | $333.7 萬 | 0.1% | – | – | – |
| USBUS Bancorp DE | COM NEW | 60,386 | $334.0 萬 | 0.1% | – | – | 歷史 |
| PMPhilip Morris International Inc. | Stock | 37,831 | $335.7 萬 | 0.1% | – | – | 歷史 |