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Livermore
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Evercore Wealth Management, LLC

SEC CIK
0001482689
最新申報
2026/8/14

2022 年第 2 季持倉

持倉截至 2022/6/30，2022/8/15 申報。只含多頭部位，變化是跟 2022 年第 1 季比股數。

機構總覽
持股檔數
392
較 2022 年第 1 季 −39
總值
$47.4 億
較 2022 年第 1 季 −$9.12 億 (−16.1%)
申報日
2022/8/15
SEC
Evercore Wealth Management, LLC 在 2022 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 Select U.S. REIT ETF464287564ETF6,101$37.1 萬<0.1%00.0%不變–
DBCInvesco DB Commodity Index Tracking FundUNIT14,000$37.3 萬<0.1%00.0%不變歷史
ANAutonation, Inc.COM3,344$37.4 萬<0.1%00.0%不變歷史
NTCTNetscout Systems IncCOM11,187$37.9 萬<0.1%00.0%不變歷史
GPCGenuine Parts CoStock2,868$38.1 萬<0.1%−1,274−30.8%減碼歷史
MCOMoodys CorpStock1,404$38.2 萬<0.1%00.0%不變歷史
BKNGBooking Holdings Inc.Stock220$38.5 萬<0.1%00.0%不變歷史
BSXBoston Scientific CorpStock10,350$38.6 萬<0.1%−384−3.6%減碼歷史
Vanguard Morningstar Small-Cap Value ETF922908611ETF2,626$39.3 萬<0.1%00.0%不變–
PXDPioneer Natural Resources CoCOM1,775$39.6 萬<0.1%−170−8.7%減碼歷史
Vanguard S&P 500 Growth ETF921932505ETF1,825$39.7 萬<0.1%00.0%不變–
DLRDigital Realty Trust, Inc.COM3,083$40.0 萬<0.1%00.0%不變歷史
CSXCSX CorpStock14,043$40.8 萬<0.1%−156−1.1%減碼歷史
MPCMarathon Petroleum CorpStock5,051$41.5 萬<0.1%00.0%不變歷史
TPLTexas Pacific Land CorpStock282$42.0 萬<0.1%00.0%不變歷史
HBIHanesbrands Inc.COM41,927$43.1 萬<0.1%00.0%不變歷史
CYTCyteir Therapeutics, Inc.COM146,676$43.9 萬<0.1%00.0%不變歷史
LHLabcorp Holdings Inc.COM NEW1,874$44.0 萬<0.1%00.0%不變歷史
PEGPublic Service Enterprise Group IncCOM6,995$44.3 萬<0.1%00.0%不變歷史
VRSKVerisk Analytics, Inc.COM2,560$44.3 萬<0.1%00.0%不變歷史
CCitigroup IncStock9,714$44.7 萬<0.1%−724−6.9%減碼歷史
MSCIMSCI Inc.Stock1,088$44.8 萬<0.1%00.0%不變歷史
CNICanadian National Railway CoStock3,985$44.8 萬<0.1%00.0%不變歷史
VRTXVertex Pharmaceuticals IncStock1,594$44.9 萬<0.1%00.0%不變歷史
State Street SPDR Portfolio S&P 500 High Dividend ETF78468R788ETF11,320$45.2 萬<0.1%00.0%不變–
iShares Tr464288646ISHS 1-5YR INVS8,952$45.3 萬<0.1%00.0%不變–
AESAES CorpStock21,646$45.5 萬<0.1%+450+2.1%加碼歷史
BIIBBiogen Inc.COM2,250$45.9 萬<0.1%00.0%不變歷史
CMICummins IncStock2,383$46.1 萬<0.1%−13−0.5%減碼歷史
ELVElevance Health, Inc.Stock962$46.4 萬<0.1%00.0%不變歷史
VFCV F CorpStock10,587$46.8 萬<0.1%−1,712−13.9%減碼歷史
FISFidelity National Information Services, Inc.Stock5,170$47.4 萬<0.1%−18,219−77.9%減碼歷史
PYPLPayPal Holdings, Inc.Stock6,959$48.6 萬<0.1%−201−2.8%減碼歷史
SLBSLB LimitedStock14,003$50.0 萬<0.1%00.0%不變歷史
NDSNNordson CorpCOM2,500$50.6 萬<0.1%00.0%不變歷史
iShares Core MSCI Emerging Markets ETF46434G103ETF10,432$51.1 萬<0.1%−4,203−28.7%減碼–
JEFJefferies Financial Group Inc.COM18,513$51.1 萬<0.1%00.0%不變歷史
Dimensional World Ex U.S. Core Equity 2 ETF25434V880ETF25,330$54.3 萬<0.1%00.0%不變–
TFXTeleflex IncCOM2,225$54.7 萬<0.1%−79−3.4%減碼歷史
LINLinde PLCSHS1,960$56.4 萬<0.1%−100−4.9%減碼歷史
Vanguard Intl Equity Index F922042874FTSE EUROPE ETF10,975$58.0 萬<0.1%+125+1.2%加碼–
APDAir Products & Chemicals, Inc.Stock2,427$58.4 萬<0.1%00.0%不變歷史
CICigna GroupStock2,352$62.0 萬<0.1%+129+5.8%加碼歷史
DIASPDR Dow Jones Industrial Average ETF TrustUT SER 12,027$62.4 萬<0.1%00.0%不變歷史
DDDuPont de Nemours, Inc.COM11,268$62.6 萬<0.1%−2,078−15.6%減碼歷史
State Street SPDR S&P Biotech ETF78464A870ETF8,437$62.7 萬<0.1%+1,700+25.2%加碼–
WBAWalgreens Boots Alliance, Inc.COM16,792$63.7 萬<0.1%−193−1.1%減碼歷史
STTState Street CorpCOM10,565$65.1 萬<0.1%−775−6.8%減碼歷史
MOAltria Group, Inc.Stock15,990$66.8 萬<0.1%−600−3.6%減碼歷史
AWKAmerican Water Works Company, Inc.Stock4,564$67.9 萬<0.1%00.0%不變歷史
CCICrown Castle Inc.REIT4,031$67.9 萬<0.1%−183−4.3%減碼歷史
GMGeneral Motors CoCOM21,436$68.1 萬<0.1%+1,000+4.9%加碼歷史
iShares Iboxx $ Investment Grade Corporate Bond ETF464287242ETF6,206$68.3 萬<0.1%−342−5.2%減碼–
Vanguard Total World Stock ETF922042742ETF8,174$69.8 萬<0.1%00.0%不變–
iShares Tr464287689RUSSELL 3000 ETF3,248$70.6 萬<0.1%00.0%不變–
ORGNOrigin Materials, Inc.COM138,828$71.1 萬<0.1%00.0%不變歷史
IPGPIpg Photonics CorpCOM7,560$71.2 萬<0.1%−4,150−35.4%減碼歷史
AEPAmerican Electric Power Co IncStock7,434$71.3 萬<0.1%−11−0.1%減碼歷史
IMXIInternational Money Express, Inc.COM36,139$74.0 萬<0.1%00.0%不變歷史
XIFRXPLR Infrastructure, LPCOM UNIT PART IN10,000$74.2 萬<0.1%00.0%不變歷史
GISGeneral Mills IncStock9,857$74.3 萬<0.1%−870−8.1%減碼歷史
SLViShares Silver TrustETF40,110$74.8 萬<0.1%00.0%不變歷史
REGNRegeneron Pharmaceuticals, Inc.COM1,272$75.2 萬<0.1%−6−0.5%減碼歷史
NFLXNetflix IncStock4,326$75.7 萬<0.1%−313−6.7%減碼歷史
CMECME Group Inc.COM3,711$76.0 萬<0.1%00.0%不變歷史
DEDeere & CoStock2,543$76.2 萬<0.1%00.0%不變歷史
GLWCorning IncCOM24,633$77.6 萬<0.1%00.0%不變歷史
Invesco Exchange Traded FD T46137V738LARGE CAP VALUE17,782$77.6 萬<0.1%00.0%不變–
STESTERIS plcSHS USD3,861$79.6 萬<0.1%00.0%不變歷史
Invesco Exchange Traded FD T46137V613RAFI US 1000 ETF5,451$80.8 萬<0.1%00.0%不變–
AJGArthur J. Gallagher & Co.COM5,270$86.0 萬<0.1%00.0%不變歷史
BAMBrookfield Asset Management Ltd.CL A LTD VT SH19,462$86.5 萬<0.1%00.0%不變歷史
CTSHCognizant Technology Solutions CorpCL A12,928$87.3 萬<0.1%00.0%不變歷史
Invesco Exchange Traded FD T46137V266S&P500 PUR GWT5,946$87.8 萬<0.1%00.0%不變–
EQIXEquinix IncCOM1,374$90.3 萬<0.1%−145−9.5%減碼歷史
AYIAcuity Inc. (DE)Stock5,867$90.4 萬<0.1%00.0%不變歷史
State Street SPDR S&P Aerospace & Defense ETF78464A631ETF9,017$90.7 萬<0.1%+2,160+31.5%加碼–
TAT&T Inc.Stock43,943$92.0 萬<0.1%−2,351−5.1%減碼歷史
SEDGSolaredge Technologies, Inc.COM3,367$92.1 萬<0.1%00.0%不變歷史
ADIAnalog Devices IncStock6,565$95.9 萬<0.1%−300−4.4%減碼歷史
PSAPublic StorageCOM3,082$96.4 萬<0.1%−4−0.1%減碼歷史
PSXPhillips 66Stock11,774$96.5 萬<0.1%−116−1.0%減碼歷史
EDConsolidated Edison IncStock10,247$97.4 萬<0.1%00.0%不變歷史
GEGeneral Electric CoStock15,404$98.0 萬<0.1%00.0%不變歷史
LHXL3HARRIS Technologies, Inc.Stock4,252$102.8 萬<0.1%−22−0.5%減碼歷史
NSCNorfolk Southern CorpStock4,572$103.9 萬<0.1%−219−4.6%減碼歷史
WMWaste Management IncStock6,801$104.0 萬<0.1%00.0%不變歷史
Vanguard Real Estate ETF922908553ETF11,477$104.5 萬<0.1%−25−0.2%減碼–
iShares S&P 100 ETF464287101ETF6,170$106.4 萬<0.1%00.0%不變–
ENBEnbridge IncStock25,315$106.9 萬<0.1%00.0%不變歷史
MKCMcCormick & Co IncStock12,914$107.5 萬<0.1%−866−6.3%減碼歷史
GILDGilead Sciences, Inc.Stock17,485$108.1 萬<0.1%−54−0.3%減碼歷史
METAMeta Platforms, Inc.Stock6,772$109.2 萬<0.1%−5,444−44.6%減碼歷史
WisdomTree Tr97717W109US TOTAL DIVIDND18,900$109.4 萬<0.1%00.0%不變–
WBSWebster Financial CorpCOM26,116$110.1 萬<0.1%+14,129+117.9%加碼歷史
iShares Tr464288802ESG OPTIMIZED13,762$111.0 萬<0.1%00.0%不變–
Invesco QQQ Trust Series I46090E103ETF4,031$113.0 萬<0.1%00.0%不變–
Invesco Exchange Traded FD T46137V597RAFI US 15007,518$115.3 萬<0.1%00.0%不變–
MARMarriott International IncStock8,529$116.0 萬<0.1%00.0%不變歷史
DOVDOVER CorpCOM9,618$116.7 萬<0.1%−142−1.5%減碼歷史

2022 年第 1 季之後清倉（46 檔）

2022 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 2022 年第 1 季之後清倉的部位
證券類別2022 年第 1 季股數2022 年第 1 季市值2022 年第 1 季佔組合 %紀錄
ETEnergy Transfer LPCOM UT LTD PTN106,043$118.6 萬<0.1%歷史
ProShares Tr74348A467S&P 500 DV ARIST11,766$111.7 萬<0.1%–
iShares Tr464288570ESG MSCI KLD ETF11,198$97.0 萬<0.1%–
TXG10x Genomics, Inc.CL A COM12,282$93.4 萬<0.1%歷史
CERNCERNER CorpCOM5,354$50.0 萬<0.1%歷史
UTFCohen & Steers Infrastructure Fund IncCOM15,768$45.6 萬<0.1%歷史
APPSDigital Turbine, Inc.COM NEW8,293$36.3 萬<0.1%歷史
COINCoinbase Global, Inc.COM CL A1,891$35.9 萬<0.1%歷史
ACHAccendra Health IncStock7,873$34.7 萬<0.1%歷史
BILLBILL Holdings, Inc.Stock1,505$34.1 萬<0.1%歷史
SLGSL Green Realty CorpCOM3,972$32.2 萬<0.1%歷史
ASANAsana, Inc.CL A8,000$32.0 萬<0.1%歷史
iShares Tr4642874571 3 YR TREAS BD3,411$28.4 萬<0.1%–
IRWDIronwood Pharmaceuticals IncCOM CL A22,425$28.2 萬<0.1%歷史
ISRGIntuitive Surgical IncCOM NEW933$28.2 萬<0.1%歷史
SNOWSnowflake Inc.Stock1,228$28.1 萬<0.1%歷史
SHOPShopify Inc.Stock414$28.0 萬<0.1%歷史
KDPKeurig Dr Pepper Inc.COM7,327$27.8 萬<0.1%歷史
ALKSAlkermes plc.SHS10,540$27.7 萬<0.1%歷史
PCRXPacira BioSciences, Inc.COM3,409$26.0 萬<0.1%歷史
First Trust Dow Jones Internet Index Fund33733E302ETF1,364$25.6 萬<0.1%–
JQCNuveen Credit Strategies Income FundCOM SHS40,925$25.3 萬<0.1%歷史
ARESAres Management CorpCL A COM STK3,100$25.2 萬<0.1%歷史
ANETArista Networks, Inc.COM1,800$25.0 萬<0.1%歷史
Vanguard Intermediate-Term Corporate Bond ETF92206C870ETF2,889$24.9 萬<0.1%–
EVVEaton Vance Ltd Duration Income FundCOM21,225$24.8 萬<0.1%歷史
EIXEdison InternationalStock3,450$24.2 萬<0.1%歷史
ZBRAZebra Technologies CorpCL A576$23.8 萬<0.1%歷史
XYZBlock, Inc.CL A1,705$23.1 萬<0.1%歷史
WOLFWolfspeed, Inc.Stock2,019$23.0 萬<0.1%歷史
PINSPinterest, Inc.CL A9,050$22.3 萬<0.1%歷史
CPCanadian Pacific Kansas City LtdCOM2,697$22.3 萬<0.1%歷史
STORStore Capital LLCCOM7,520$22.0 萬<0.1%歷史
JCIJohnson Controls International plcStock3,305$21.7 萬<0.1%歷史
HASHasbro, Inc.COM2,634$21.6 萬<0.1%歷史
ADSKAutodesk, Inc.COM1,008$21.6 萬<0.1%歷史
MRNAModerna, Inc.Stock1,235$21.3 萬<0.1%歷史
MAINMain Street Capital CORPCEF5,000$21.3 萬<0.1%歷史
Vanguard Financials ETF92204A405ETF2,237$20.9 萬<0.1%–
URIUnited Rentals, Inc.COM591$20.9 萬<0.1%歷史
KRKroger CoStock3,614$20.7 萬<0.1%歷史
HOWLWerewolf Therapeutics, Inc.COM46,500$20.5 萬<0.1%歷史
EMNEastman Chemical CoStock1,824$20.4 萬<0.1%歷史
MKLMarkel Group Inc.COM138$20.3 萬<0.1%歷史
FIVEFive Below, IncCOM1,267$20.1 萬<0.1%歷史
APPHAppHarvest, Inc.COM14,150$7.60 萬<0.1%歷史