Evercore Wealth Management, LLC
- SEC CIK
- 0001482689
- 最新申報
- 2026/8/14
2022 年第 4 季持倉
持倉截至 2022/12/31，2023/2/14 申報。只含多頭部位，變化是跟 2022 年第 3 季比股數。
- 持股檔數
- 396
- 較 2022 年第 3 季 +18
- 總值
- $47.7 億
- 較 2022 年第 3 季 +$3.39 億 (+7.6%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AUDAudacy, Inc. | COM | 10,000 | $2,251 | <0.1% | 00.0% | 不變 | 歷史 |
| ASTRAstra Space, Inc. | Common Stock | 10,166 | $4,410 | <0.1% | 00.0% | 不變 | 歷史 |
| VRMVroom, Inc. | COM | 21,413 | $2.18 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DNAGinkgo Bioworks Holdings, Inc. | CL A SHS | 23,111 | $3.91 萬 | <0.1% | +23,111 | 新進 | 歷史 |
| SOFISoFi Technologies, Inc. | Stock | 10,849 | $5.00 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BKCCBlackRock Capital Investment Corp | COM | 18,272 | $6.61 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| INFIInfinity Pharmaceuticals, Inc. | COM | 143,138 | $7.94 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| EOSEEos Energy Enterprises, Inc. | COM CL A | 60,000 | $8.88 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MGNXMacrogenics Inc | COM | 17,543 | $11.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| HBIHanesbrands Inc. | COM | 27,330 | $17.4 萬 | <0.1% | −16,797−38.1% | 減碼 | 歷史 |
| HBANHuntington Bancshares Inc | COM | 12,661 | $17.9 萬 | <0.1% | +1,493+13.4% | 加碼 | 歷史 |
| URIUnited Rentals, Inc. | COM | 565 | $20.1 萬 | <0.1% | +565 | 新進 | 歷史 |
| ELEstee Lauder Companies Inc | CL A | 821 | $20.4 萬 | <0.1% | +821 | 新進 | 歷史 |
| JCIJohnson Controls International plc | Stock | 3,306 | $21.2 萬 | <0.1% | +3,306 | 新進 | 歷史 |
| iShares Russell 2000 Growth ETF464287648 | ETF | 992 | $21.3 萬 | <0.1% | −59−5.6% | 減碼 | – |
| ALNYAlnylam Pharmaceuticals, Inc. | COM | 899 | $21.4 萬 | <0.1% | +899 | 新進 | 歷史 |
| BIPBrookfield Infrastructure Partners L.P. | LP INT UNIT | 6,897 | $21.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ACGLArch Capital Group Ltd. | Stock | 3,450 | $21.7 萬 | <0.1% | +3,450 | 新進 | 歷史 |
| NXRTNexPoint Residential Trust, Inc. | COM | 5,000 | $21.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BAMBrookfield Asset Management Ltd. | CL A LMT VTG SHS | 7,618 | $21.8 萬 | <0.1% | +7,618 | 新進 | 歷史 |
| ANETArista Networks, Inc. | COM | 1,800 | $21.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PINSPinterest, Inc. | CL A | 9,050 | $22.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| State Street SPDR Bloomberg Convertible Securities ETF78464A359 | ETF | 3,418 | $22.0 萬 | <0.1% | −1,339−28.1% | 減碼 | – |
| MKLMarkel Group Inc. | COM | 167 | $22.0 萬 | <0.1% | +167 | 新進 | 歷史 |
| Vanguard Health Care ETF92204A504 | ETF | 888 | $22.0 萬 | <0.1% | +888 | 新進 | – |
| SRESempra | Stock | 1,430 | $22.1 萬 | <0.1% | +24+1.7% | 加碼 | 歷史 |
| GTYGetty Realty Corp | COM | 6,536 | $22.1 萬 | <0.1% | +6,536 | 新進 | 歷史 |
| WRBBerkley W R Corp | COM | 3,075 | $22.3 萬 | <0.1% | +3,075 | 新進 | 歷史 |
| BRBroadridge Financial Solutions, Inc. | Stock | 1,665 | $22.3 萬 | <0.1% | −344−17.1% | 減碼 | 歷史 |
| FIVEFive Below, Inc | COM | 1,267 | $22.4 萬 | <0.1% | +1,267 | 新進 | 歷史 |
| UPXIUpexi, Inc. | COM | 75,000 | $22.5 萬 | <0.1% | +75,000 | 新進 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 861 | $22.8 萬 | <0.1% | +861 | 新進 | 歷史 |
| XELXcel Energy Inc | Stock | 3,277 | $23.0 萬 | <0.1% | −550−14.4% | 減碼 | 歷史 |
| MRNAModerna, Inc. | Stock | 1,287 | $23.1 萬 | <0.1% | +1,287 | 新進 | 歷史 |
| Vanguard S&P 500 Growth ETF921932505 | ETF | 1,104 | $23.3 萬 | <0.1% | 00.0% | 不變 | – |
| TECHBIO-TECHNE Corp | COM | 2,832 | $23.5 萬 | <0.1% | +2,832 | 新進 | 歷史 |
| HALOHalozyme Therapeutics, Inc. | COM | 4,143 | $23.6 萬 | <0.1% | +4,143 | 新進 | 歷史 |
| BF.ABrown Forman Corp | CL A | 3,598 | $23.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GGGGraco Inc | COM | 3,522 | $23.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DGDollar General Corp | COM | 971 | $23.9 萬 | <0.1% | −529−35.3% | 減碼 | 歷史 |
| CYTCyteir Therapeutics, Inc. | COM | 146,676 | $24.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| First Rep BK San Francisco C33616C100 | COM | 1,990 | $24.3 萬 | <0.1% | 00.0% | 不變 | – |
| EWEdwards Lifesciences Corp | Stock | 3,265 | $24.4 萬 | <0.1% | −824−20.2% | 減碼 | 歷史 |
| METMetlife Inc | Stock | 3,389 | $24.5 萬 | <0.1% | +3,389 | 新進 | 歷史 |
| EXPEExpedia Group, Inc. | Stock | 2,811 | $24.6 萬 | <0.1% | +79+2.9% | 加碼 | 歷史 |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 10,182 | $24.7 萬 | <0.1% | 00.0% | 不變 | – |
| TFCTruist Financial Corp | COM | 5,763 | $24.8 萬 | <0.1% | −17−0.3% | 減碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 642 | $24.9 萬 | <0.1% | −127−16.5% | 減碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 3,867 | $25.0 萬 | <0.1% | −102−2.6% | 減碼 | 歷史 |
| PLDPrologis, Inc. | REIT | 2,238 | $25.2 萬 | <0.1% | +2,238 | 新進 | 歷史 |
| AAgilent Technologies, Inc. | COM | 1,695 | $25.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| WEXWEX Inc. | COM | 1,550 | $25.4 萬 | <0.1% | +1,550 | 新進 | 歷史 |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 6,116 | $25.4 萬 | <0.1% | −683−10.0% | 減碼 | – |
| iShares Tr464288638 | ISHS 5-10YR INVT | 5,150 | $25.5 萬 | <0.1% | −96−1.8% | 減碼 | – |
| WWDWoodward, Inc. | COM | 2,696 | $26.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| COLBColumbia Banking System, Inc. | COM | 8,647 | $26.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| VFCV F Corp | Stock | 9,470 | $26.1 萬 | <0.1% | −1,117−10.6% | 減碼 | 歷史 |
| ETNEaton Corp plc | Stock | 1,711 | $26.9 萬 | <0.1% | +1,711 | 新進 | 歷史 |
| ILMNIllumina, Inc. | COM | 1,331 | $26.9 萬 | <0.1% | +18+1.4% | 加碼 | 歷史 |
| DRIDarden Restaurants Inc | COM | 1,975 | $27.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 2,190 | $27.4 萬 | <0.1% | 00.0% | 不變 | – |
| SRCLStericycle Inc | COM | 5,495 | $27.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| HSICHenry Schein Inc | COM | 3,449 | $27.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| YUMCYum China Holdings, Inc. | COM | 5,071 | $27.7 萬 | <0.1% | −40−0.8% | 減碼 | 歷史 |
| MMPMagellan Midstream Partners, L.P. | COM UNIT RP LP | 5,530 | $27.8 萬 | <0.1% | −100−1.8% | 減碼 | 歷史 |
| iShares Select U.S. REIT ETF464287564 | ETF | 5,101 | $28.0 萬 | <0.1% | −1,000−16.4% | 減碼 | – |
| RCIRogers Communications Inc | CL B | 6,000 | $28.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464288661 | 3 7 YR TREAS BD | 2,451 | $28.2 萬 | <0.1% | +245+11.1% | 加碼 | – |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 3,130 | $28.2 萬 | <0.1% | −300−8.7% | 減碼 | – |
| WTMWhite Mountains Insurance Group Ltd | COM | 200 | $28.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 534 | $29.1 萬 | <0.1% | +534 | 新進 | 歷史 |
| RJFRaymond James Financial Inc | COM | 2,728 | $29.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LCIDLucid Group, Inc. | COM | 42,698 | $29.2 萬 | <0.1% | −1,000−2.3% | 減碼 | 歷史 |
| SXTSensient Technologies Corp | COM | 4,000 | $29.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AMPAmeriprise Financial Inc | COM | 943 | $29.4 萬 | <0.1% | +12+1.3% | 加碼 | 歷史 |
| LTHMLivent Corp. | COM | 15,011 | $29.8 萬 | <0.1% | +5,011+50.1% | 加碼 | 歷史 |
| DLRDigital Realty Trust, Inc. | COM | 3,066 | $30.7 萬 | <0.1% | −75−2.4% | 減碼 | 歷史 |
| TPRTapestry, Inc. | COM | 8,115 | $30.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TELTE Connectivity plc | REG SHS | 2,694 | $30.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| KLACKLA Corp | COM NEW | 828 | $31.2 萬 | <0.1% | +24+3.0% | 加碼 | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 1,991 | $31.6 萬 | <0.1% | +47+2.4% | 加碼 | – |
| iShares Tr464288166 | AGENCY BOND ETF | 2,985 | $31.8 萬 | <0.1% | +40+1.4% | 加碼 | – |
| WABWestinghouse Air Brake Technologies Corp | Stock | 3,201 | $31.9 萬 | <0.1% | −25−0.8% | 減碼 | 歷史 |
| VanEck ETF Trust92189F791 | JUNIOR GOLD MINE | 8,975 | $32.0 萬 | <0.1% | 00.0% | 不變 | – |
| AEEAmeren Corp | COM | 3,600 | $32.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CTVACorteva, Inc. | Stock | 5,449 | $32.0 萬 | <0.1% | −780−12.5% | 減碼 | 歷史 |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 6,724 | $32.3 萬 | <0.1% | −15,273−69.4% | 減碼 | – |
| LHLabcorp Holdings Inc. | COM NEW | 1,425 | $33.6 萬 | <0.1% | −124−8.0% | 減碼 | 歷史 |
| WRKWestRock Co | COM | 9,625 | $33.8 萬 | <0.1% | −5,161−34.9% | 減碼 | 歷史 |
| DBCInvesco DB Commodity Index Tracking Fund | UNIT | 14,000 | $34.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CFCF Industries Holdings, Inc. | COM | 4,148 | $35.3 萬 | <0.1% | +61+1.5% | 加碼 | 歷史 |
| HSYHershey Co | COM | 1,538 | $35.6 萬 | <0.1% | +11+0.7% | 加碼 | 歷史 |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 5,312 | $36.3 萬 | <0.1% | 00.0% | 不變 | – |
| NTCTNetscout Systems Inc | COM | 11,187 | $36.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MLMMartin Marietta Materials Inc | COM | 1,088 | $36.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CMICummins Inc | Stock | 1,526 | $37.0 萬 | <0.1% | +124+8.8% | 加碼 | 歷史 |
| CHGGChegg, Inc | COM | 14,688 | $37.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ALLAllstate Corp | Stock | 2,751 | $37.3 萬 | <0.1% | +90+3.4% | 加碼 | 歷史 |
| GWWW.W. Grainger, Inc. | Stock | 681 | $37.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 2,698 | $38.1 萬 | <0.1% | 00.0% | 不變 | – |
2022 年第 3 季之後清倉（15 檔）
2022 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 3 季股數 | 2022 年第 3 季市值 | 2022 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| WBSWebster Financial Corp | COM | 23,616 | $106.7 萬 | <0.1% | 歷史 |
| BAMBrookfield Asset Management Ltd. | CL A LTD VT SH | 19,462 | $79.6 萬 | <0.1% | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 6,984 | $60.1 萬 | <0.1% | 歷史 |
| GMGeneral Motors Co | COM | 17,763 | $57.0 萬 | <0.1% | 歷史 |
| NDSNNordson Corp | COM | 2,500 | $53.1 萬 | <0.1% | 歷史 |
| ORGNOrigin Materials, Inc. | COM | 94,414 | $48.7 萬 | <0.1% | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 3,749 | $36.1 萬 | <0.1% | – |
| Turmeric Acquisition CorpG9127T116 | UNIT 10/08/2025 | 35,000 | $35.1 萬 | <0.1% | – |
| CCitigroup Inc | Stock | 7,414 | $30.9 萬 | <0.1% | 歷史 |
| MCHPMicrochip Technology Inc | Stock | 3,910 | $23.9 萬 | <0.1% | 歷史 |
| SNOWSnowflake Inc. | Stock | 1,337 | $22.7 萬 | <0.1% | 歷史 |
| FISVFiserv Inc | Stock | 2,410 | $22.5 萬 | <0.1% | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 1,314 | $21.5 萬 | <0.1% | 歷史 |
| OSCROscar Health, Inc. | CL A | 14,602 | $7.30 萬 | <0.1% | 歷史 |
| LOGCContextLogic Inc. | COM CL A | 16,659 | $1.20 萬 | <0.1% | 歷史 |