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Livermore
Livermore
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Evercore Wealth Management, LLC

SEC CIK
0001482689
最新申報
2026/8/14

2021 年第 2 季持倉

持倉截至 2021/6/30，2021/8/16 申報。只含多頭部位，變化是跟 2021 年第 1 季比股數。

機構總覽
持股檔數
423
較 2021 年第 1 季 −4
總值
$54.6 億
較 2021 年第 1 季 +$4.17 億 (+8.3%)
申報日
2021/8/16
SEC
Evercore Wealth Management, LLC 在 2021 年第 2 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
iShares Russell 2000 Growth ETF464287648ETF1,280$39.9 萬<0.1%−67−5.0%減碼–
TRIPTripAdvisor, Inc.COM10,000$40.2 萬<0.1%+10,000新進歷史
Vanguard Intermediate-Term Corporate Bond ETF92206C870ETF4,261$40.5 萬<0.1%−35−0.8%減碼–
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT2,698$40.7 萬<0.1%00.0%不變–
ANAutonation, Inc.COM4,294$40.7 萬<0.1%−1,417−24.8%減碼歷史
TELTE Connectivity plcREG SHS3,012$40.7 萬<0.1%−472−13.5%減碼歷史
NOWServiceNow, Inc.Stock745$40.9 萬<0.1%−5−0.7%減碼歷史
VRTVertiv Holdings CoCOM CL A15,000$40.9 萬<0.1%00.0%不變歷史
ELVElevance Health, Inc.Stock1,080$41.2 萬<0.1%−541−33.4%減碼歷史
State Street SPDR Bloomberg Convertible Securities ETF78464A359ETF4,757$41.2 萬<0.1%−957−16.7%減碼–
First Rep BK San Francisco C33616C100COM2,212$41.4 萬<0.1%00.0%不變–
CERNCERNER CorpCOM5,323$41.6 萬<0.1%−77−1.4%減碼歷史
Vanguard Health Care ETF92204A504ETF1,688$41.7 萬<0.1%00.0%不變–
CTVACorteva, Inc.Stock9,475$42.0 萬<0.1%−60−0.6%減碼歷史
VanEck ETF Trust92189F791JUNIOR GOLD MINE8,975$42.0 萬<0.1%00.0%不變–
INFIInfinity Pharmaceuticals, Inc.COM143,138$42.8 萬<0.1%00.0%不變歷史
ROKRockwell Automation, IncStock1,512$43.2 萬<0.1%00.0%不變歷史
DLRDigital Realty Trust, Inc.COM2,956$44.4 萬<0.1%−557−15.9%減碼歷史
VRSKVerisk Analytics, Inc.COM2,560$44.7 萬<0.1%−15−0.6%減碼歷史
TPLTexas Pacific Land CorpStock282$45.1 萬<0.1%00.0%不變歷史
State Street SPDR Portfolio S&P 500 High Dividend ETF78468R788ETF11,320$45.4 萬<0.1%00.0%不變–
WisdomTree Tr97717Y808YIELD ENHANCED8,879$45.4 萬<0.1%00.0%不變–
CSXCSX CorpStock14,199$45.5 萬<0.1%00.0%不變依 3 比 1 拆股換算歷史
iShares Select U.S. REIT ETF464287564ETF7,000$45.7 萬<0.1%00.0%不變–
CNICanadian National Railway CoStock4,333$45.7 萬<0.1%−37−0.8%減碼歷史
EXPEExpedia Group, Inc.Stock2,815$46.1 萬<0.1%00.0%不變歷史
MGNXMacrogenics IncCOM17,543$47.1 萬<0.1%00.0%不變歷史
INTUIntuit Inc.Stock968$47.4 萬<0.1%−379−28.1%減碼歷史
BSXBoston Scientific CorpStock11,104$47.5 萬<0.1%−28−0.3%減碼歷史
DRIDarden Restaurants IncCOM3,259$47.6 萬<0.1%−21−0.6%減碼歷史
BKNGBooking Holdings Inc.Stock222$48.6 萬<0.1%−5−2.2%減碼歷史
ZBRAZebra Technologies CorpCL A917$48.6 萬<0.1%−2−0.2%減碼歷史
State Street SPDR S&P Biotech ETF78464A870ETF3,642$49.3 萬<0.1%+1,571+75.9%加碼–
APOApollo Global Management, Inc.COM CL A7,990$49.7 萬<0.1%−100−1.2%減碼歷史
iShares Tr464288646ISHS 1-5YR INVS9,116$50.0 萬<0.1%−108−1.2%減碼–
COWNCowen Inc.CL A NEW12,304$50.5 萬<0.1%−1,000−7.5%減碼歷史
YUMCYum China Holdings, Inc.COM7,717$51.2 萬<0.1%−16−0.2%減碼歷史
UTFCohen & Steers Infrastructure Fund IncCOM18,036$51.7 萬<0.1%00.0%不變歷史
Vanguard Intl Equity Index F922042874FTSE EUROPE ETF7,725$52.0 萬<0.1%+543+7.6%加碼–
PXDPioneer Natural Resources CoCOM3,242$52.7 萬<0.1%−515−13.7%減碼歷史
ZBHZimmer Biomet Holdings, Inc.Stock3,342$53.8 萬<0.1%−15−0.4%減碼歷史
iShares S&P Mid-Cap 400 Growth ETF464287606ETF6,680$54.1 萬<0.1%00.0%不變–
FTVFortive CorpStock7,770$54.2 萬<0.1%−5−0.1%減碼歷史
MCOMoodys CorpStock1,505$54.5 萬<0.1%−11−0.7%減碼歷史
NDSNNordson CorpCOM2,500$54.9 萬<0.1%00.0%不變歷史
CICigna GroupStock2,417$57.3 萬<0.1%−13−0.5%減碼歷史
PSXPPhillips 66 Partners LPCOM UNIT REP INT15,000$59.2 萬<0.1%00.0%不變歷史
MARMarriott International IncStock4,349$59.4 萬<0.1%−13−0.3%減碼歷史
LINLinde PLCSHS2,060$59.6 萬<0.1%+59+2.9%加碼歷史
SLBSLB LimitedStock18,691$59.8 萬<0.1%−439−2.3%減碼歷史
MSCIMSCI Inc.Stock1,126$60.0 萬<0.1%−5−0.4%減碼歷史
SHOPShopify Inc.Stock414$60.5 萬<0.1%00.0%不變歷史
iShares Core U.S. Aggregate Bond ETF464287226ETF5,313$61.3 萬<0.1%+109+2.1%加碼–
APPSDigital Turbine, Inc.COM NEW8,293$63.1 萬<0.1%00.0%不變歷史
AEPAmerican Electric Power Co IncStock7,470$63.2 萬<0.1%−166−2.2%減碼歷史
NUENucor CorpCOM6,667$64.0 萬<0.1%00.0%不變歷史
CMECME Group Inc.COM3,013$64.1 萬<0.1%−109−3.5%減碼歷史
COPConocoPhillipsStock10,636$64.8 萬<0.1%−647−5.7%減碼歷史
WORKSlack Technologies, Inc.COM CL A14,964$66.3 萬<0.1%00.0%不變歷史
EDConsolidated Edison IncStock9,263$66.4 萬<0.1%−8−0.1%減碼歷史
DIASPDR Dow Jones Industrial Average ETF TrustUT SER 11,957$67.5 萬<0.1%00.0%不變歷史
POLYPlantronics IncCOM16,175$67.5 萬<0.1%00.0%不變歷史
Vanguard S&P 500 Growth ETF921932505ETF2,692$70.6 萬<0.1%00.0%不變–
MNDTMandiant, Inc.COM35,000$70.7 萬<0.1%00.0%不變歷史
DOWDow Inc.Stock11,294$71.4 萬<0.1%+177+1.6%加碼歷史
APDAir Products & Chemicals, Inc.Stock2,487$71.6 萬<0.1%−10.0%減碼歷史
LHLabcorp Holdings Inc.COM NEW2,615$72.1 萬<0.1%−217−7.7%減碼歷史
STLSterling BancorpCOM29,100$72.1 萬<0.1%−1,500−4.9%減碼歷史
GISGeneral Mills IncStock12,000$73.1 萬<0.1%−42−0.3%減碼歷史
AJGArthur J. Gallagher & Co.COM5,266$73.7 萬<0.1%−24−0.5%減碼歷史
JEFJefferies Financial Group Inc.COM21,853$74.7 萬<0.1%00.0%不變歷史
HBIHanesbrands Inc.COM40,067$74.8 萬<0.1%−7,765−16.2%減碼歷史
XIFRXPLR Infrastructure, LPCOM UNIT PART IN10,000$76.4 萬<0.1%00.0%不變歷史
CCitigroup IncStock11,026$78.0 萬<0.1%−1,122−9.2%減碼歷史
Invesco Exchange Traded FD T46137V738LARGE CAP VALUE17,782$78.9 萬<0.1%00.0%不變–
Vanguard Total World Stock ETF922042742ETF7,740$80.2 萬<0.1%00.0%不變–
GLWCorning IncCOM19,603$80.2 萬<0.1%−126−0.6%減碼歷史
PINSPinterest, Inc.CL A10,400$82.1 萬<0.1%−48−0.5%減碼歷史
REGNRegeneron Pharmaceuticals, Inc.COM1,491$83.3 萬<0.1%−3−0.2%減碼歷史
CCICrown Castle Inc.REIT4,364$85.1 萬<0.1%−109−2.4%減碼歷史
State Street Consumer Staples Select Sector SPDR ETF81369Y308ETF12,210$85.4 萬<0.1%+3,225+35.9%加碼–
CTSHCognizant Technology Solutions CorpCL A12,928$89.5 萬<0.1%00.0%不變歷史
VRMVroom, Inc.COM21,364$89.5 萬<0.1%+1,451+7.3%加碼歷史
UBERUber Technologies, IncStock18,051$90.5 萬<0.1%00.0%不變歷史
iShares Iboxx $ Investment Grade Corporate Bond ETF464287242ETF6,793$91.3 萬<0.1%−19−0.3%減碼–
TFXTeleflex IncCOM2,304$92.6 萬<0.1%−69−2.9%減碼歷史
AWKAmerican Water Works Company, Inc.Stock6,014$92.7 萬<0.1%00.0%不變歷史
iShares Tr464288570ESG MSCI KLD ETF11,198$92.8 萬<0.1%00.0%不變–
PSAPublic StorageCOM3,086$92.9 萬<0.1%−373−10.8%減碼歷史
SEDGSolaredge Technologies, Inc.COM3,367$93.1 萬<0.1%−19−0.6%減碼歷史
WBAWalgreens Boots Alliance, Inc.COM17,780$93.5 萬<0.1%+65+0.4%加碼歷史
iShares Tr464287689RUSSELL 3000 ETF3,694$94.5 萬<0.1%00.0%不變–
Invesco Exchange Traded FD T46137V613RAFI US 1000 ETF5,913$94.8 萬<0.1%00.0%不變–
ProShares Tr74348A467S&P 500 DV ARIST10,586$95.9 萬<0.1%00.0%不變–
DEDeere & CoStock2,763$97.4 萬<0.1%−78−2.7%減碼歷史
LHXL3HARRIS Technologies, Inc.Stock4,572$98.8 萬<0.1%−48−1.0%減碼歷史
WMWaste Management IncStock7,076$99.1 萬<0.1%−322−4.4%減碼歷史
STTState Street CorpCOM12,090$99.5 萬<0.1%−25−0.2%減碼歷史
BILLBILL Holdings, Inc.Stock5,511$101.0 萬<0.1%−200−3.5%減碼歷史
COINCoinbase Global, Inc.COM CL A4,001$101.3 萬<0.1%+4,001新進歷史

2021 年第 1 季之後清倉（21 檔）

2021 年第 1 季季末還持有、這份申報已經沒有的部位。

Evercore Wealth Management, LLC 在 2021 年第 1 季之後清倉的部位
證券類別2021 年第 1 季股數2021 年第 1 季市值2021 年第 1 季佔組合 %紀錄
DALDelta Air Lines, Inc.COM NEW103,255$498.5 萬0.1%歷史
RCReady Capital CorpCOM90,049$120.8 萬<0.1%歷史
PCARPaccar IncCOM5,536$51.4 萬<0.1%歷史
Varian Med Sys Inc92220P105COM2,789$49.2 萬<0.1%–
LRCXLam Research CorpCOM715$42.6 萬<0.1%歷史
PCGPG&E CorpStock30,041$35.2 萬<0.1%歷史
iShares Inc46434G822MSCI JAPAN ETF5,119$35.1 萬<0.1%–
CODICompass Diversified HoldingsSH BEN INT13,110$30.3 萬<0.1%歷史
SPDR Index Shs FDS78463X863ST DOW INTL ETF8,452$29.1 萬<0.1%–
TSLXSixth Street Specialty Lending, Inc.COM13,775$29.0 萬<0.1%歷史
WisdomTree Tr97717W562US SMALLCAP FUND5,497$26.0 萬<0.1%–
VTRSViatris IncStock18,489$25.8 萬<0.1%歷史
WisdomTree Tr97717W570US MIDCAP FUND5,020$25.6 萬<0.1%–
Cantel Med Corp138098108COM3,205$25.6 萬<0.1%–
ALXNAlexion Pharmaceuticals, Inc.COM1,655$25.3 萬<0.1%歷史
BNYBank of New York Mellon CorpStock4,721$22.4 萬<0.1%歷史
iShares Tips Bond ETF464287176ETF1,653$20.7 萬<0.1%–
CPCanadian Pacific Kansas City LtdCOM528$20.0 萬<0.1%歷史
OESXOrion Energy Systems, Inc.COM27,913$19.4 萬<0.1%歷史
ETEnergy Transfer LPCOM UT LTD PTN12,852$9.90 萬<0.1%歷史
Entercom Communications Corp293639100CL A10,000$5.20 萬<0.1%–