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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 3 季持倉

持倉截至 2021/9/30，2021/11/15 申報。只含多頭部位，變化是跟 2021 年第 2 季比股數。

機構總覽
持股檔數
417
較 2021 年第 2 季 −6
總值
$55.2 億
較 2021 年第 2 季 +$6,020 萬 (+1.1%)
申報日
2021/11/15
SEC
Evercore Wealth Management, LLC 在 2021 年第 3 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
iShares Select U.S. REIT ETF464287564ETF6,101$39.9 萬<0.1%−899−12.8%減碼–
ELVElevance Health, Inc.Stock1,080$40.3 萬<0.1%00.0%不變歷史
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT2,698$40.4 萬<0.1%00.0%不變–
State Street SPDR Bloomberg Convertible Securities ETF78464A359ETF4,757$40.6 萬<0.1%00.0%不變–
TELTE Connectivity plcREG SHS3,012$41.3 萬<0.1%00.0%不變歷史
POLYPlantronics IncCOM16,175$41.6 萬<0.1%00.0%不變歷史
COINCoinbase Global, Inc.COM CL A1,851$42.1 萬<0.1%−2,150−53.7%減碼歷史
COWNCowen Inc.CL A NEW12,304$42.2 萬<0.1%00.0%不變歷史
CSXCSX CorpStock14,199$42.3 萬<0.1%00.0%不變歷史
First Rep BK San Francisco C33616C100COM2,212$42.7 萬<0.1%00.0%不變–
DLRDigital Realty Trust, Inc.COM2,961$42.8 萬<0.1%+5+0.2%加碼歷史
State Street SPDR S&P Biotech ETF78464A870ETF3,487$43.8 萬<0.1%−155−4.3%減碼–
IMXIInternational Money Express, Inc.COM26,294$43.9 萬<0.1%00.0%不變歷史
State Street SPDR Portfolio S&P 500 High Dividend ETF78468R788ETF11,320$44.3 萬<0.1%00.0%不變–
ROKRockwell Automation, IncStock1,512$44.5 萬<0.1%00.0%不變歷史
YUMCYum China Holdings, Inc.COM7,834$45.5 萬<0.1%+117+1.5%加碼歷史
SLBSLB LimitedStock15,378$45.6 萬<0.1%−3,313−17.7%減碼歷史
CICigna GroupStock2,283$45.7 萬<0.1%−134−5.5%減碼歷史
EXPEExpedia Group, Inc.Stock2,815$46.1 萬<0.1%00.0%不變歷史
BSXBoston Scientific CorpStock10,809$46.9 萬<0.1%−295−2.7%減碼歷史
AESAES CorpStock20,736$47.3 萬<0.1%+20,736新進歷史
UBERUber Technologies, IncStock10,551$47.3 萬<0.1%−7,500−41.5%減碼歷史
ZBRAZebra Technologies CorpCL A917$47.3 萬<0.1%00.0%不變歷史
VRMVroom, Inc.COM21,473$47.4 萬<0.1%+109+0.5%加碼歷史
MRNAModerna, Inc.Stock1,239$47.7 萬<0.1%+4+0.3%加碼歷史
DRIDarden Restaurants IncCOM3,224$48.8 萬<0.1%−35−1.1%減碼歷史
UTFCohen & Steers Infrastructure Fund IncCOM18,036$48.9 萬<0.1%00.0%不變歷史
ZBHZimmer Biomet Holdings, Inc.Stock3,342$49.0 萬<0.1%00.0%不變歷史
INFIInfinity Pharmaceuticals, Inc.COM143,138$49.0 萬<0.1%00.0%不變歷史
APOApollo Global Management, Inc.COM CL A7,990$49.2 萬<0.1%00.0%不變歷史
PXDPioneer Natural Resources CoCOM2,975$49.5 萬<0.1%−267−8.2%減碼歷史
CNICanadian National Railway CoStock4,285$49.6 萬<0.1%−48−1.1%減碼歷史
iShares Tr464288646ISHS 1-5YR INVS9,116$49.8 萬<0.1%00.0%不變–
MCOMoodys CorpStock1,405$49.9 萬<0.1%−100−6.6%減碼歷史
Vanguard Intl Equity Index F922042874FTSE EUROPE ETF7,725$50.7 萬<0.1%00.0%不變–
VRSKVerisk Analytics, Inc.COM2,560$51.3 萬<0.1%00.0%不變歷史
BKNGBooking Holdings Inc.Stock220$52.2 萬<0.1%−2−0.9%減碼歷史
INTUIntuit Inc.Stock968$52.2 萬<0.1%00.0%不變歷史
ANAutonation, Inc.COM4,294$52.3 萬<0.1%00.0%不變歷史
iShares S&P Mid-Cap 400 Growth ETF464287606ETF6,680$52.9 萬<0.1%00.0%不變–
PINSPinterest, Inc.CL A10,400$53.0 萬<0.1%00.0%不變歷史
ALLAllstate CorpStock4,272$54.4 萬<0.1%+1,400+48.7%加碼歷史
FTVFortive CorpStock7,770$54.8 萬<0.1%00.0%不變歷史
SHOPShopify Inc.Stock414$56.1 萬<0.1%00.0%不變歷史
BILLBILL Holdings, Inc.Stock2,100$56.1 萬<0.1%−3,411−61.9%減碼歷史
APPSDigital Turbine, Inc.COM NEW8,293$57.0 萬<0.1%00.0%不變歷史
CMECME Group Inc.COM3,013$58.3 萬<0.1%00.0%不變歷史
DOWDow Inc.Stock10,187$58.6 萬<0.1%−1,107−9.8%減碼歷史
NDSNNordson CorpCOM2,500$59.5 萬<0.1%00.0%不變歷史
iShares Core U.S. Aggregate Bond ETF464287226ETF5,213$59.9 萬<0.1%−100−1.9%減碼–
LINLinde PLCSHS2,060$60.4 萬<0.1%00.0%不變歷史
Vanguard S&P 500 Growth ETF921932505ETF2,272$60.6 萬<0.1%−420−15.6%減碼–
AEPAmerican Electric Power Co IncStock7,470$60.6 萬<0.1%00.0%不變歷史
Kraneshares Trust500767678GLOBAL CARB STRA15,000$61.6 萬<0.1%+15,000新進–
MNDTMandiant, Inc.COM35,000$62.3 萬<0.1%00.0%不變歷史
PLTRPalantir Technologies Inc.Stock26,000$62.5 萬<0.1%+26,000新進歷史
APDAir Products & Chemicals, Inc.Stock2,464$63.1 萬<0.1%−23−0.9%減碼歷史
COPConocoPhillipsStock9,601$65.0 萬<0.1%−1,035−9.7%減碼歷史
Dimensional World Ex U.S. Core Equity 2 ETF25434V880ETF25,330$65.6 萬<0.1%+25,330新進–
NUENucor CorpCOM6,667$65.6 萬<0.1%00.0%不變歷史
DIASPDR Dow Jones Industrial Average ETF TrustUT SER 11,957$66.2 萬<0.1%00.0%不變歷史
MSCIMSCI Inc.Stock1,111$67.6 萬<0.1%−15−1.3%減碼歷史
GLWCorning IncCOM19,453$71.0 萬<0.1%−150−0.8%減碼歷史
GISGeneral Mills IncStock11,942$71.5 萬<0.1%−58−0.5%減碼歷史
HBIHanesbrands Inc.COM42,197$72.4 萬<0.1%+2,130+5.3%加碼歷史
STLSterling BancorpCOM29,100$72.6 萬<0.1%00.0%不變歷史
LHLabcorp Holdings Inc.COM NEW2,615$73.6 萬<0.1%00.0%不變歷史
XIFRXPLR Infrastructure, LPCOM UNIT PART IN10,000$75.4 萬<0.1%00.0%不變歷史
CCICrown Castle Inc.REIT4,364$75.7 萬<0.1%00.0%不變歷史
CCitigroup IncStock10,805$75.8 萬<0.1%−221−2.0%減碼歷史
STESTERIS plcSHS USD3,714$75.9 萬<0.1%−1,733−31.8%減碼歷史
AWKAmerican Water Works Company, Inc.Stock4,514$76.3 萬<0.1%−1,500−24.9%減碼歷史
AJGArthur J. Gallagher & Co.COM5,266$78.3 萬<0.1%00.0%不變歷史
Vanguard Total World Stock ETF922042742ETF7,740$78.8 萬<0.1%00.0%不變–
EDConsolidated Edison IncStock10,897$79.1 萬<0.1%+1,634+17.6%加碼歷史
Invesco Exchange Traded FD T46137V738LARGE CAP VALUE17,782$79.1 萬<0.1%00.0%不變–
iShares Tr464287689RUSSELL 3000 ETF3,123$79.6 萬<0.1%−571−15.5%減碼–
iShares Iboxx $ Investment Grade Corporate Bond ETF464287242ETF5,996$79.7 萬<0.1%−797−11.7%減碼–
WBAWalgreens Boots Alliance, Inc.COM17,035$80.1 萬<0.1%−745−4.2%減碼歷史
JEFJefferies Financial Group Inc.COM21,853$81.1 萬<0.1%00.0%不變歷史
REGNRegeneron Pharmaceuticals, Inc.COM1,341$81.2 萬<0.1%−150−10.1%減碼歷史
MOAltria Group, Inc.Stock18,190$82.8 萬<0.1%−4,860−21.1%減碼歷史
VFCV F CorpStock12,409$83.1 萬<0.1%−30−0.2%減碼歷史
State Street Consumer Staples Select Sector SPDR ETF81369Y308ETF12,210$84.1 萬<0.1%00.0%不變–
TFXTeleflex IncCOM2,304$86.8 萬<0.1%00.0%不變歷史
SEDGSolaredge Technologies, Inc.COM3,367$89.3 萬<0.1%00.0%不變歷史
DEDeere & CoStock2,688$90.1 萬<0.1%−75−2.7%減碼歷史
AMTXAemetis, IncCOM NEW50,000$91.4 萬<0.1%+50,000新進歷史
PSAPublic StorageCOM3,086$91.6 萬<0.1%00.0%不變歷史
iShares Tr464288570ESG MSCI KLD ETF11,198$93.2 萬<0.1%00.0%不變–
Invesco Exchange Traded FD T46137V613RAFI US 1000 ETF5,913$93.6 萬<0.1%00.0%不變–
ProShares Tr74348A467S&P 500 DV ARIST10,586$93.7 萬<0.1%00.0%不變–
PSXPhillips 66Stock13,390$93.8 萬<0.1%−1,300−8.8%減碼歷史
CTSHCognizant Technology Solutions CorpCL A12,928$95.9 萬<0.1%00.0%不變歷史
DDDuPont de Nemours, Inc.COM14,366$97.7 萬<0.1%−1,323−8.4%減碼歷史
SLViShares Silver TrustETF48,569$99.7 萬<0.1%+34+0.1%加碼歷史
LHXL3HARRIS Technologies, Inc.Stock4,572$100.6 萬<0.1%00.0%不變歷史
ENBEnbridge IncStock25,315$100.8 萬<0.1%−50.0%減碼歷史
AYIAcuity Inc. (DE)Stock5,867$101.7 萬<0.1%00.0%不變歷史
BIIBBiogen Inc.COM3,612$102.2 萬<0.1%−998−21.6%減碼歷史

2021 年第 2 季之後清倉（23 檔）

2021 年第 2 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 2 季之後清倉的部位
證券類別2021 年第 2 季股數2021 年第 2 季市值2021 年第 2 季佔組合 %紀錄
RPRXRoyalty Pharma plcSHS CLASS A83,532$342.4 萬0.1%歷史
WORKSlack Technologies, Inc.COM CL A14,964$66.3 萬<0.1%歷史
PSXPPhillips 66 Partners LPCOM UNIT REP INT15,000$59.2 萬<0.1%歷史
Vanguard Health Care ETF92204A504ETF1,688$41.7 萬<0.1%–
TRIPTripAdvisor, Inc.COM10,000$40.2 萬<0.1%歷史
CNSTConstellation Pharmaceuticals IncCOM11,147$37.7 萬<0.1%歷史
iShares Tr464287721U.S. TECH ETF3,200$31.8 萬<0.1%–
SRESempraStock2,187$29.0 萬<0.1%歷史
OGNOrganon & Co.Stock8,687$26.3 萬<0.1%歷史
KAMNKAMAN CorpCOM5,000$25.2 萬<0.1%歷史
KKRKKR & Co. Inc.COM4,181$24.7 萬<0.1%歷史
RNRRenaissancere Holdings LtdCOM1,628$24.2 萬<0.1%歷史
MORNMorningstar, Inc.COM887$22.8 萬<0.1%歷史
ACUAcme United CorpCOM5,100$22.7 萬<0.1%歷史
MUMicron Technology IncStock2,647$22.5 萬<0.1%歷史
EIXEdison InternationalStock3,851$22.3 萬<0.1%歷史
WLYJohn Wiley & Sons, Inc.CL A3,564$21.5 萬<0.1%歷史
EMNEastman Chemical CoStock1,824$21.3 萬<0.1%歷史
PCRXPacira BioSciences, Inc.COM3,409$20.7 萬<0.1%歷史
GTYGetty Realty CorpCOM6,536$20.4 萬<0.1%歷史
WRBBerkley W R CorpCOM2,725$20.3 萬<0.1%歷史
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD2,446$20.2 萬<0.1%–
WOLFWolfspeed, Inc.COM2,039$20.0 萬<0.1%歷史