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 |
|---|---|---|---|---|---|---|---|
| CSRCenterspace | COM | 49,411 | $336.0 萬 | 0.1% | – | – | 歷史 |
| CLColgate Palmolive Co | Stock | 43,507 | $343.0 萬 | 0.1% | – | – | 歷史 |
| iShares S&P 500 Value ETF464287408 | ETF | 24,364 | $344.1 萬 | 0.1% | – | – | – |
| CMCSAComcast Corp | Stock | 65,209 | $352.8 萬 | 0.1% | – | – | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 66,539 | $354.9 萬 | 0.1% | – | – | – |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 37,302 | $367.2 萬 | 0.1% | – | – | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 28,452 | $377.9 萬 | 0.1% | – | – | – |
| CHGGChegg, Inc | COM | 44,429 | $380.5 萬 | 0.1% | – | – | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 18,714 | $386.8 萬 | 0.1% | – | – | – |
| SONSonoco Products Co | COM | 61,759 | $390.9 萬 | 0.1% | – | – | 歷史 |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 21,330 | $395.2 萬 | 0.1% | – | – | – |
| TGTTarget Corp | Stock | 20,052 | $397.2 萬 | 0.1% | – | – | 歷史 |
| CVSCVS Health Corp | Stock | 53,311 | $401.1 萬 | 0.1% | – | – | 歷史 |
| MDTMedtronic plc | Stock | 35,893 | $424.0 萬 | 0.1% | – | – | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 19,156 | $424.0 萬 | 0.1% | – | – | – |
| EMREmerson Electric Co | Stock | 50,233 | $453.2 萬 | 0.1% | – | – | 歷史 |
| MTDMettler Toledo International Inc | COM | 3,995 | $461.7 萬 | 0.1% | – | – | 歷史 |
| BRK.ABerkshire Hathaway Inc | CL A | 12 | $462.8 萬 | 0.1% | – | – | 歷史 |
| HONHoneywell International Inc | COM | 21,649 | $470.0 萬 | 0.1% | – | – | 歷史 |
| RPMRPM International Inc | COM | 52,407 | $481.4 萬 | 0.1% | – | – | 歷史 |
| DALDelta Air Lines, Inc. | COM NEW | 103,255 | $498.5 萬 | 0.1% | – | – | 歷史 |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 84,625 | $513.5 萬 | 0.1% | – | – | – |
| ECLEcolab Inc. | Stock | 24,199 | $518.0 萬 | 0.1% | – | – | 歷史 |
| QCOMQualcomm Inc | Stock | 39,846 | $528.4 萬 | 0.1% | – | – | 歷史 |
| CHKPCheck Point Software Technologies Ltd | ORD | 47,904 | $536.4 萬 | 0.1% | – | – | 歷史 |
| LBTYKLiberty Global Ltd. | SHS CL C | 215,928 | $551.5 萬 | 0.1% | – | – | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 88,598 | $559.4 萬 | 0.1% | – | – | 歷史 |
| iShares Tr464288638 | ISHS 5-10YR INVT | 96,795 | $573.3 萬 | 0.1% | – | – | – |
| NEENextera Energy Inc | Stock | 76,512 | $578.5 萬 | 0.1% | – | – | 歷史 |
| RTXRTX Corp | Stock | 76,159 | $588.5 萬 | 0.1% | – | – | 歷史 |
| TDGTransDigm Group INC | COM | 10,028 | $589.6 萬 | 0.1% | – | – | 歷史 |
| MCKMcKesson Corp | Stock | 30,320 | $591.4 萬 | 0.1% | – | – | 歷史 |
| iShares Tr464288182 | MSCI AC ASIA ETF | 63,890 | $592.0 萬 | 0.1% | – | – | – |
| KOCoca Cola Co | Stock | 113,706 | $599.3 萬 | 0.1% | – | – | 歷史 |
| CHDChurch & Dwight Co Inc | COM | 68,680 | $599.9 萬 | 0.1% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 110,406 | $616.4 萬 | 0.1% | – | – | 歷史 |
| DHRDanaher Corp | Stock | 28,216 | $635.1 萬 | 0.1% | – | – | 歷史 |
| CHTRCharter Communications, Inc. | CL A | 10,299 | $635.5 萬 | 0.1% | – | – | 歷史 |
| ORCLOracle Corp | Stock | 91,617 | $642.8 萬 | 0.1% | – | – | 歷史 |
| SBUXStarbucks Corp | Stock | 60,055 | $656.3 萬 | 0.1% | – | – | 歷史 |
| WMTWalmart Inc. | Stock | 49,902 | $677.8 萬 | 0.1% | – | – | 歷史 |
| MMM3M Co | Stock | 35,695 | $687.8 萬 | 0.1% | – | – | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 32,223 | $689.8 萬 | 0.1% | – | – | – |
| AMGNAmgen Inc | Stock | 28,435 | $707.5 萬 | 0.1% | – | – | 歷史 |
| TSLATesla, Inc. | Stock | 10,761 | $718.8 萬 | 0.1% | – | – | 歷史 |
| NETCloudflare, Inc. | CL A COM | 102,326 | $719.0 萬 | 0.1% | – | – | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 61,858 | $722.2 萬 | 0.1% | – | – | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 49,389 | $726.4 萬 | 0.1% | – | – | – |
| ITWIllinois Tool Works Inc | Stock | 32,933 | $729.5 萬 | 0.1% | – | – | 歷史 |
| CRMSalesforce, Inc. | Stock | 36,082 | $764.4 萬 | 0.2% | – | – | 歷史 |
| VVisa Inc. | Stock | 37,218 | $788.1 萬 | 0.2% | – | – | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 46,460 | $789.8 萬 | 0.2% | – | – | 歷史 |
| SYKStryker Corp | Stock | 32,782 | $798.5 萬 | 0.2% | – | – | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 162,650 | $798.8 萬 | 0.2% | – | – | – |
| VZVerizon Communications Inc | Stock | 143,479 | $834.3 萬 | 0.2% | – | – | 歷史 |
| MCDMcDonalds Corp | Stock | 37,269 | $835.3 萬 | 0.2% | – | – | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 174,163 | $906.6 萬 | 0.2% | – | – | – |
| AMATApplied Materials Inc | Stock | 68,851 | $919.8 萬 | 0.2% | – | – | 歷史 |
| LOWLowes Companies Inc | Stock | 48,799 | $928.1 萬 | 0.2% | – | – | 歷史 |
| UNPUnion Pacific Corp | Stock | 43,865 | $966.8 萬 | 0.2% | – | – | 歷史 |
| MRKMerck & Co., Inc. | Stock | 126,881 | $978.2 萬 | 0.2% | – | – | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 37,596 | $978.5 萬 | 0.2% | – | – | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 20,925 | $996.1 萬 | 0.2% | – | – | 歷史 |
| BACBank of America Corp | Stock | 261,912 | $1,013 萬 | 0.2% | – | – | 歷史 |
| PFEPfizer Inc | Stock | 299,807 | $1,086 萬 | 0.2% | – | – | 歷史 |
| LLYEli Lilly & Co | Stock | 59,111 | $1,104 萬 | 0.2% | – | – | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 50,187 | $1,109 萬 | 0.2% | – | – | – |
| iShares Tr464287622 | RUS 1000 ETF | 52,597 | $1,177 萬 | 0.2% | – | – | – |
| ABBVAbbVie Inc. | Stock | 109,975 | $1,190 萬 | 0.2% | – | – | 歷史 |
| CVXChevron Corp | Stock | 120,775 | $1,266 萬 | 0.3% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 99,708 | $1,350 萬 | 0.3% | – | – | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 74,014 | $1,395 萬 | 0.3% | – | – | 歷史 |
| INTCIntel Corp | Stock | 226,452 | $1,449 萬 | 0.3% | – | – | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 43,180 | $1,573 萬 | 0.3% | – | – | – |
| IDXXIDEXX Laboratories Inc | COM | 33,644 | $1,646 萬 | 0.3% | – | – | 歷史 |
| TJXTJX Companies Inc | Stock | 250,313 | $1,656 萬 | 0.3% | – | – | 歷史 |
| GLDSPDR Gold Trust | ETF | 106,258 | $1,700 萬 | 0.3% | – | – | 歷史 |
| SCHWSchwab Charles Corp | Stock | 262,855 | $1,713 萬 | 0.3% | – | – | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 237,054 | $1,799 萬 | 0.4% | – | – | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 74,186 | $1,803 萬 | 0.4% | – | – | – |
| CSCOCisco Systems, Inc. | Stock | 367,321 | $1,899 萬 | 0.4% | – | – | 歷史 |
| PEPPepsiCo Inc | Stock | 146,215 | $2,068 萬 | 0.4% | – | – | 歷史 |
| IAUiShares Gold Trust | ISHARES | 1,326,140 | $2,156 萬 | 0.4% | – | – | 歷史 |
| SHWSherwin Williams Co | COM | 41,808 | $3,085 萬 | 0.6% | – | – | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 77,594 | $3,087 萬 | 0.6% | – | – | – |
| WRKWestRock Co | COM | 770,787 | $4,012 萬 | 0.8% | – | – | 歷史 |
| FDXFedEx Corp | Stock | 146,281 | $4,155 萬 | 0.8% | – | – | 歷史 |
| IPGPIpg Photonics Corp | COM | 218,757 | $4,615 萬 | 0.9% | – | – | 歷史 |
| COSTCostco Wholesale Corp | Stock | 139,838 | $4,929 萬 | 1.0% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 312,660 | $5,139 萬 | 1.0% | – | – | 歷史 |
| WisdomTree Tr97717W307 | US LARGECAP DIVD | 452,322 | $5,187 萬 | 1.0% | – | – | – |
| BWABorgwarner Inc | COM | 1,127,142 | $5,225 萬 | 1.0% | – | – | 歷史 |
| WMBWilliams Companies, Inc. | COM | 2,218,296 | $5,255 萬 | 1.0% | – | – | 歷史 |
| ANSSAnsys Inc | COM | 171,539 | $5,825 萬 | 1.2% | – | – | 歷史 |
| FISFidelity National Information Services, Inc. | Stock | 416,150 | $5,852 萬 | 1.2% | – | – | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 152,399 | $6,040 萬 | 1.2% | – | – | 歷史 |
| BBYBest Buy Co Inc | Stock | 530,555 | $6,091 萬 | 1.2% | – | – | 歷史 |
| DPZDominos Pizza Inc | COM | 176,270 | $6,483 萬 | 1.3% | – | – | 歷史 |
| CBChubb Ltd | Stock | 437,458 | $6,911 萬 | 1.4% | – | – | 歷史 |
| STZConstellation Brands, Inc. | Stock | 308,736 | $7,039 萬 | 1.4% | – | – | 歷史 |