跳到主要內容
Livermore
Livermore
中文EN

Evercore Wealth Management, LLC

SEC CIK
0001482689
最新申報
2026/8/14

2022 年第 3 季持倉

持倉截至 2022/9/30，2022/11/14 申報。只含多頭部位，變化是跟 2022 年第 2 季比股數。

機構總覽
持股檔數
378
較 2022 年第 2 季 −14
總值
$44.3 億
較 2022 年第 2 季 −$3.10 億 (−6.5%)
申報日
2022/11/14
SEC
Evercore Wealth Management, LLC 在 2022 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
BSXBoston Scientific CorpStock10,350$40.1 萬<0.1%00.0%不變歷史
State Street SPDR Portfolio S&P 500 High Dividend ETF78468R788ETF11,320$40.2 萬<0.1%00.0%不變–
ELVElevance Health, Inc.Stock890$40.4 萬<0.1%−72−7.5%減碼歷史
GPCGenuine Parts CoStock2,738$40.9 萬<0.1%−130−4.5%減碼歷史
WBAWalgreens Boots Alliance, Inc.COM13,091$41.1 萬<0.1%−3,701−22.0%減碼歷史
Vanguard Total International Bond ETF92203J407ETF8,850$42.2 萬<0.1%+8,850新進–
GBDCGolub Capital BDC, Inc.COM34,100$42.3 萬<0.1%+7,250+27.0%加碼歷史
State Street SPDR S&P Aerospace & Defense ETF78464A631ETF4,700$43.1 萬<0.1%−4,317−47.9%減碼–
VRSKVerisk Analytics, Inc.COM2,560$43.7 萬<0.1%00.0%不變歷史
ANAutonation, Inc.COM4,294$43.8 萬<0.1%+950+28.4%加碼歷史
iShares Tr464288646ISHS 1-5YR INVS8,952$44.1 萬<0.1%00.0%不變–
CMECME Group Inc.COM2,510$44.5 萬<0.1%−1,201−32.4%減碼歷史
iShares Core MSCI Emerging Markets ETF46434G103ETF10,563$45.4 萬<0.1%+131+1.3%加碼–
CNICanadian National Railway CoStock4,205$45.4 萬<0.1%+220+5.5%加碼歷史
WRKWestRock CoCOM14,786$45.7 萬<0.1%−19,000−56.2%減碼歷史
MSCIMSCI Inc.Stock1,088$45.9 萬<0.1%00.0%不變歷史
COWNCowen Inc.CL A NEW12,304$47.5 萬<0.1%00.0%不變歷史
VRTXVertex Pharmaceuticals IncStock1,644$47.6 萬<0.1%+50+3.1%加碼歷史
Dimensional World Ex U.S. Core Equity 2 ETF25434V880ETF25,330$47.8 萬<0.1%00.0%不變–
ORGNOrigin Materials, Inc.COM94,414$48.7 萬<0.1%−44,414−32.0%減碼歷史
AESAES CorpStock21,646$48.9 萬<0.1%00.0%不變歷史
INTUIntuit Inc.Stock1,267$49.1 萬<0.1%+337+36.2%加碼歷史
TPLTexas Pacific Land CorpStock282$50.1 萬<0.1%00.0%不變歷史
SLBSLB LimitedStock14,003$50.2 萬<0.1%00.0%不變歷史
MPCMarathon Petroleum CorpStock5,051$50.2 萬<0.1%00.0%不變歷史
LINLinde PLCSHS1,960$52.8 萬<0.1%00.0%不變歷史
NDSNNordson CorpCOM2,500$53.1 萬<0.1%00.0%不變歷史
Vanguard Intl Equity Index F922042874FTSE EUROPE ETF11,628$53.7 萬<0.1%+653+5.9%加碼–
JEFJefferies Financial Group Inc.COM18,513$54.6 萬<0.1%00.0%不變歷史
iShares Iboxx $ Investment Grade Corporate Bond ETF464287242ETF5,549$56.8 萬<0.1%−657−10.6%減碼–
DDDuPont de Nemours, Inc.COM11,268$56.8 萬<0.1%00.0%不變歷史
GMGeneral Motors CoCOM17,763$57.0 萬<0.1%−3,673−17.1%減碼歷史
DIASPDR Dow Jones Industrial Average ETF TrustUT SER 12,027$58.2 萬<0.1%00.0%不變歷史
CCICrown Castle Inc.REIT4,031$58.3 萬<0.1%00.0%不變歷史
APDAir Products & Chemicals, Inc.Stock2,536$59.1 萬<0.1%+109+4.5%加碼歷史
PYPLPayPal Holdings, Inc.Stock6,984$60.1 萬<0.1%+25+0.4%加碼歷史
BIIBBiogen Inc.COM2,250$60.1 萬<0.1%00.0%不變歷史
LCIDLucid Group, Inc.COM43,698$61.0 萬<0.1%+43,698新進歷史
AWKAmerican Water Works Company, Inc.Stock4,745$61.8 萬<0.1%+181+4.0%加碼歷史
IPGPIpg Photonics CorpCOM7,547$63.7 萬<0.1%−13−0.2%減碼歷史
STESTERIS plcSHS USD3,847$64.0 萬<0.1%−14−0.4%減碼歷史
TAT&T Inc.Stock41,810$64.1 萬<0.1%−2,133−4.9%減碼歷史
STTState Street CorpCOM10,565$64.2 萬<0.1%00.0%不變歷史
AEPAmerican Electric Power Co IncStock7,434$64.3 萬<0.1%00.0%不變歷史
Vanguard Total World Stock ETF922042742ETF8,174$64.5 萬<0.1%00.0%不變–
MOAltria Group, Inc.Stock15,990$64.6 萬<0.1%00.0%不變歷史
SLViShares Silver TrustETF37,110$64.9 萬<0.1%−3,000−7.5%減碼歷史
CICigna GroupStock2,352$65.3 萬<0.1%00.0%不變歷史
DEDeere & CoStock1,956$65.3 萬<0.1%−587−23.1%減碼歷史
State Street SPDR S&P Biotech ETF78464A870ETF8,437$67.0 萬<0.1%00.0%不變–
iShares Tr464287689RUSSELL 3000 ETF3,248$67.2 萬<0.1%00.0%不變–
GLWCorning IncCOM24,633$71.5 萬<0.1%00.0%不變歷史
XIFRXPLR Infrastructure, LPCOM UNIT PART IN10,000$72.3 萬<0.1%00.0%不變歷史
Invesco Exchange Traded FD T46137V738LARGE CAP VALUE17,782$74.1 萬<0.1%00.0%不變–
CTSHCognizant Technology Solutions CorpCL A12,928$74.3 萬<0.1%00.0%不變歷史
EQIXEquinix IncCOM1,313$74.7 萬<0.1%−61−4.4%減碼歷史
GISGeneral Mills IncStock9,802$75.1 萬<0.1%−55−0.6%減碼歷史
Invesco Exchange Traded FD T46137V613RAFI US 1000 ETF5,451$75.6 萬<0.1%00.0%不變–
SEDGSolaredge Technologies, Inc.COM3,367$78.0 萬<0.1%00.0%不變歷史
BAMBrookfield Asset Management Ltd.CL A LTD VT SH19,462$79.6 萬<0.1%00.0%不變歷史
IMXIInternational Money Express, Inc.COM36,139$82.4 萬<0.1%00.0%不變歷史
Invesco Exchange Traded FD T46137V266S&P500 PUR GWT5,829$84.3 萬<0.1%−117−2.0%減碼–
EDConsolidated Edison IncStock10,247$87.9 萬<0.1%00.0%不變歷史
LHXL3HARRIS Technologies, Inc.Stock4,252$88.4 萬<0.1%00.0%不變歷史
PSAPublic StorageCOM3,074$89.9 萬<0.1%−8−0.3%減碼歷史
BDXBecton Dickinson & CoStock4,044$90.2 萬<0.1%−879−17.9%減碼歷史
AJGArthur J. Gallagher & Co.COM5,270$90.2 萬<0.1%00.0%不變歷史
ADIAnalog Devices IncStock6,540$91.1 萬<0.1%−25−0.4%減碼歷史
METAMeta Platforms, Inc.Stock6,720$91.2 萬<0.1%−52−0.8%減碼歷史
GEGeneral Electric CoStock14,828$91.8 萬<0.1%−576−3.7%減碼歷史
MKCMcCormick & Co IncStock12,914$92.1 萬<0.1%00.0%不變歷史
AYIAcuity Inc. (DE)Stock5,867$92.4 萬<0.1%00.0%不變歷史
ENBEnbridge IncStock25,315$93.9 萬<0.1%00.0%不變歷史
PSXPhillips 66Stock11,774$95.1 萬<0.1%00.0%不變歷史
Vanguard Real Estate ETF922908553ETF12,224$98.0 萬<0.1%+747+6.5%加碼–
NSCNorfolk Southern CorpStock4,772$100.0 萬<0.1%+200+4.4%加碼歷史
iShares S&P 100 ETF464287101ETF6,170$100.3 萬<0.1%00.0%不變–
REGNRegeneron Pharmaceuticals, Inc.COM1,467$101.1 萬<0.1%+195+15.3%加碼歷史
iShares Tr464288802ESG OPTIMIZED13,412$101.8 萬<0.1%−350−2.5%減碼–
WisdomTree Tr97717W109US TOTAL DIVIDND18,900$102.6 萬<0.1%00.0%不變–
State Street Communication Services Select Sector SPDR ETF81369Y852ETF21,997$105.4 萬<0.1%+272+1.3%加碼–
WBSWebster Financial CorpCOM23,616$106.7 萬<0.1%−2,500−9.6%減碼歷史
Invesco QQQ Trust Series I46090E103ETF4,031$107.7 萬<0.1%00.0%不變–
GILDGilead Sciences, Inc.Stock17,589$108.5 萬<0.1%+104+0.6%加碼歷史
KHCKraft Heinz CoStock32,621$108.8 萬<0.1%−308−0.9%減碼歷史
WMWaste Management IncStock6,801$108.9 萬<0.1%00.0%不變歷史
NFLXNetflix IncStock4,651$109.5 萬<0.1%+325+7.5%加碼歷史
Invesco Exchange Traded FD T46137V597RAFI US 15007,518$109.5 萬<0.1%00.0%不變–
YUMYum Brands IncStock10,421$110.8 萬<0.1%00.0%不變歷史
AVGOBroadcom Inc.Stock2,496$110.8 萬<0.1%−225−8.3%減碼歷史
iShares S&P Mid-Cap 400 Value ETF464287705ETF12,476$112.3 萬<0.1%−61−0.5%減碼–
iShares Core MSCI Eafe ETF46432F842ETF21,586$113.7 萬<0.1%−337−1.5%減碼–
SOSouthern CoStock17,014$115.7 萬<0.1%−569−3.2%減碼歷史
SPGIS&P Global Inc.Stock3,841$117.3 萬<0.1%−40−1.0%減碼歷史
DOVDOVER CorpCOM10,062$117.3 萬<0.1%+444+4.6%加碼歷史
MRSHMarsh & McLennan Companies, Inc.Stock7,933$118.4 萬<0.1%00.0%不變歷史
PAYXPaychex IncStock10,594$118.9 萬<0.1%−1,806−14.6%減碼歷史
MARMarriott International IncStock8,529$119.5 萬<0.1%00.0%不變歷史
KMBKimberly Clark CorpStock10,685$120.3 萬<0.1%−165−1.5%減碼歷史
DBX ETF Tr233051200XTRACK MSCI EAFE36,124$120.9 萬<0.1%00.0%不變–

2022 年第 2 季之後清倉（23 檔）

2022 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 2022 年第 2 季之後清倉的部位
證券類別2022 年第 2 季股數2022 年第 2 季市值2022 年第 2 季佔組合 %紀錄
VLOValero Energy CorpStock11,005$117.0 萬<0.1%歷史
FISFidelity National Information Services, Inc.Stock5,170$47.4 萬<0.1%歷史
CDKCDK Global, Inc.COM5,455$29.9 萬<0.1%歷史
ORIOld Republic International CorpCOM12,425$27.8 萬<0.1%歷史
STLDSteel Dynamics IncCOM4,083$27.0 萬<0.1%歷史
DLTRDollar Tree, Inc.COM1,675$26.1 萬<0.1%歷史
KEYKeycorpCOM13,968$24.1 萬<0.1%歷史
WEXWEX Inc.COM1,516$23.6 萬<0.1%歷史
LAMRLamar Advertising CoREIT2,655$23.4 萬<0.1%歷史
SNASnap-on IncCOM1,161$22.9 萬<0.1%歷史
TECHBIO-TECHNE CorpCOM658$22.8 萬<0.1%歷史
POLYPlantronics IncCOM5,475$21.7 萬<0.1%歷史
ARGOArgo Group International Holdings, Inc.COM5,900$21.7 萬<0.1%歷史
SPDR Index Shs FDS78463X202ST STR EU 50 ETF6,213$21.6 萬<0.1%–
IPGInterpublic Group of Companies, Inc.COM7,760$21.4 萬<0.1%歷史
ELEstee Lauder Companies IncCL A832$21.2 萬<0.1%歷史
PLDPrologis, Inc.REIT1,795$21.1 萬<0.1%歷史
WRBBerkley W R CorpCOM3,075$21.0 萬<0.1%歷史
Vanguard Health Care ETF92204A504ETF888$20.9 萬<0.1%–
METMetlife IncStock3,277$20.6 萬<0.1%歷史
BXPBXP, Inc.COM2,295$20.4 萬<0.1%歷史
OLOOlo Inc.CL A16,302$16.1 萬<0.1%歷史
CENXCentury Aluminum CoCOM20,000$14.7 萬<0.1%歷史