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

2023 年第 2 季持倉

持倉截至 2023/6/30，2023/8/4 申報。只含多頭部位，變化是跟 2023 年第 1 季比股數。

機構總覽
持股檔數
414
較 2023 年第 1 季 +9
總值
$54.5 億
較 2023 年第 1 季 +$4.36 億 (+8.7%)
申報日
2023/8/4
SEC
Evercore Wealth Management, LLC 在 2023 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
ASTRAstra Space, Inc.Common Stock10,166$3,747<0.1%00.0%不變歷史
VRMVroom, Inc.COM21,413$3.08 萬<0.1%00.0%不變歷史
NIRNear Intelligence, Inc.COM26,532$3.71 萬<0.1%+26,532新進歷史
DNAGinkgo Bioworks Holdings, Inc.CL A SHS23,111$4.30 萬<0.1%00.0%不變歷史
INFIInfinity Pharmaceuticals, Inc.COM215,403$4.53 萬<0.1%+72,265+50.5%加碼歷史
BKCCBlackRock Capital Investment CorpCOM18,272$5.99 萬<0.1%00.0%不變歷史
SOFISoFi Technologies, Inc.Stock10,849$9.05 萬<0.1%00.0%不變歷史
MGNXMacrogenics IncCOM17,543$9.39 萬<0.1%00.0%不變歷史
DNADSocial Capital Suvretta Holdings Corp. IVCLASS A ORD SHS10,000$10.3 萬<0.1%00.0%不變歷史
Andretti Acquisition CorpG26735103CL A ORD SHS10,400$11.1 萬<0.1%+10,400新進–
Gores Holdings IX, Inc.38287A101CLASS A COM10,900$11.2 萬<0.1%00.0%不變–
CNDAConcord Acquisition Corp IICOM CL A11,000$11.3 萬<0.1%00.0%不變歷史
HBANHuntington Bancshares IncCOM10,668$11.5 萬<0.1%−1,826−14.6%減碼歷史
AGFirst Majestic Silver CorpCOM22,500$12.7 萬<0.1%+22,500新進歷史
CHGGChegg, IncCOM14,688$13.0 萬<0.1%00.0%不變歷史
HWELHealthwell Acquisition Corp. ICLASS A COM13,000$13.4 萬<0.1%00.0%不變歷史
Conyers Park III Acqsitn Cor21289P102CLASS A COM14,000$14.3 萬<0.1%00.0%不變–
TRTLTortoiseEcofin Acquisition Corp. IIISHS CL A14,000$14.5 萬<0.1%00.0%不變歷史
FROFrontline plcCOM10,000$14.5 萬<0.1%+10,000新進歷史
SCRMScreaming Eagle Acquisition Corp.CLASS A ORD SHS16,040$16.6 萬<0.1%+16,040新進歷史
MAINMain Street Capital CORPCEF5,000$20.0 萬<0.1%+5,000新進歷史
iShares Tr4642886613 7 YR TREAS BD1,760$20.3 萬<0.1%−691−28.2%減碼–
AAgilent Technologies, Inc.COM1,691$20.3 萬<0.1%00.0%不變歷史
CTASCintas CorpStock414$20.6 萬<0.1%+414新進歷史
SRESempraStock1,430$20.8 萬<0.1%00.0%不變歷史
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT1,394$20.9 萬<0.1%−1,317−48.6%減碼–
HUBBHubbell IncCOM631$20.9 萬<0.1%+631新進歷史
iShares Tr464287150CORE S&P TTL STK2,210$21.6 萬<0.1%+2,210新進–
ADSKAutodesk, Inc.COM1,060$21.7 萬<0.1%00.0%不變歷史
Vanguard Health Care ETF92204A504ETF888$21.7 萬<0.1%00.0%不變–
EVREvercore Inc.CLASS A1,767$21.8 萬<0.1%+1,767新進歷史
GTYGetty Realty CorpCOM6,536$22.1 萬<0.1%00.0%不變歷史
JCIJohnson Controls International plcStock3,270$22.3 萬<0.1%+3,270新進歷史
BAMBrookfield Asset Management Ltd.CL A LMT VTG SHS6,922$22.6 萬<0.1%−193−2.7%減碼歷史
NXRTNexPoint Residential Trust, Inc.COM5,000$22.7 萬<0.1%00.0%不變歷史
Vanguard Malvern FDS922020805STRM INFPROIDX4,830$22.9 萬<0.1%+4,830新進–
Vanguard Ftse All-World Ex-US Small-Cap ETF922042718ETF2,084$23.0 萬<0.1%+2,084新進–
VMCVulcan Materials COCOM1,028$23.2 萬<0.1%+1,028新進歷史
iShares Russell 2000 Growth ETF464287648ETF959$23.3 萬<0.1%00.0%不變–
SNOWSnowflake Inc.Stock1,333$23.5 萬<0.1%−138−9.4%減碼歷史
CCEPCoca-Cola Europacific Partners plcSHS3,649$23.5 萬<0.1%+3,649新進歷史
VTYXVentyx Biosciences, Inc.COM7,170$23.5 萬<0.1%+7,170新進歷史
State Street SPDR Bloomberg Convertible Securities ETF78464A359ETF3,418$23.9 萬<0.1%00.0%不變–
SPDR Index Shs FDS78463X202ST STR EU 50 ETF5,230$24.0 萬<0.1%00.0%不變–
ILMNIllumina, Inc.COM1,313$24.6 萬<0.1%−89−6.3%減碼歷史
ETREntergy CorpCOM2,540$24.7 萬<0.1%+2,540新進歷史
PINSPinterest, Inc.CL A9,050$24.7 萬<0.1%00.0%不變歷史
DRIDarden Restaurants IncCOM1,485$24.8 萬<0.1%00.0%不變歷史
FIVEFive Below, IncCOM1,267$24.9 萬<0.1%00.0%不變歷史
TECHBIO-TECHNE CorpCOM3,082$25.2 萬<0.1%+254+9.0%加碼歷史
URIUnited Rentals, Inc.COM565$25.2 萬<0.1%00.0%不變歷史
BIPBrookfield Infrastructure Partners L.P.LP INT UNIT6,897$25.2 萬<0.1%00.0%不變歷史
ACGLArch Capital Group Ltd.Stock3,450$25.8 萬<0.1%00.0%不變歷史
NPWRNet Power Inc.COM CL A20,000$26.0 萬<0.1%+20,000新進歷史
GEHCGE HealthCare Technologies Inc.Stock3,278$26.6 萬<0.1%−131−3.8%減碼歷史
SHOPShopify Inc.Stock4,140$26.7 萬<0.1%−511−11.0%減碼歷史
iShares Tr464288646ISHS 1-5YR INVS5,342$26.8 萬<0.1%00.0%不變–
PLDPrologis, Inc.REIT2,209$27.1 萬<0.1%−54−2.4%減碼歷史
WYWeyerhaeuser CoCOM NEW8,122$27.2 萬<0.1%+8,122新進歷史
WEXWEX Inc.COM1,503$27.4 萬<0.1%00.0%不變歷史
RCIRogers Communications IncCL B6,000$27.4 萬<0.1%00.0%不變歷史
BRBroadridge Financial Solutions, Inc.Stock1,665$27.6 萬<0.1%00.0%不變歷史
Dimensional U.S. Core Equity 2 ETF25434V708ETF10,182$27.6 萬<0.1%00.0%不變–
WTMWhite Mountains Insurance Group LtdCOM200$27.8 萬<0.1%00.0%不變歷史
ProShares Tr74348A467S&P 500 DV ARIST2,950$27.8 萬<0.1%−180−5.8%減碼–
LRCXLam Research CorpCOM433$27.8 萬<0.1%00.0%不變歷史
HSICHenry Schein IncCOM3,449$28.0 萬<0.1%00.0%不變歷史
Vanguard S&P 500 Growth ETF921932505ETF1,104$28.1 萬<0.1%00.0%不變–
GPCGenuine Parts CoStock1,663$28.1 萬<0.1%−1,025−38.1%減碼歷史
State Street Utilities Select Sector SPDR ETF81369Y886ETF4,313$28.2 萬<0.1%+1,350+45.6%加碼–
CFCF Industries Holdings, Inc.COM4,072$28.3 萬<0.1%+66+1.6%加碼歷史
RJFRaymond James Financial IncCOM2,728$28.3 萬<0.1%00.0%不變歷史
iShares Select U.S. REIT ETF464287564ETF5,101$28.3 萬<0.1%00.0%不變–
SXTSensient Technologies CorpCOM4,000$28.5 萬<0.1%00.0%不變歷史
ALLAllstate CorpStock2,622$28.6 萬<0.1%−32−1.2%減碼歷史
YUMCYum China Holdings, Inc.COM5,071$28.7 萬<0.1%00.0%不變歷史
Vanguard Index FDS922908652EXTEND MKT ETF1,956$29.1 萬<0.1%+1,956新進–
ANETArista Networks, Inc.COM1,800$29.2 萬<0.1%00.0%不變歷史
WABWestinghouse Air Brake Technologies CorpStock2,660$29.2 萬<0.1%−273−9.3%減碼歷史
AEEAmeren CorpCOM3,600$29.4 萬<0.1%00.0%不變歷史
ISRGIntuitive Surgical IncCOM NEW861$29.4 萬<0.1%00.0%不變歷史
Dimensional ETF Trust25434V401US EQUI MARK ETF6,116$29.5 萬<0.1%00.0%不變–
CPCanadian Pacific Kansas City LtdCOM3,676$29.7 萬<0.1%+1,020+38.4%加碼歷史
WWDWoodward, Inc.COM2,500$29.7 萬<0.1%00.0%不變歷史
EXPEExpedia Group, Inc.Stock2,728$29.8 萬<0.1%−59−2.1%減碼歷史
EWEdwards Lifesciences CorpStock3,188$30.1 萬<0.1%00.0%不變歷史
GGGGraco IncCOM3,510$30.3 萬<0.1%00.0%不變歷史
Schwab US Dividend Equity ETF808524797ETF4,297$31.2 萬<0.1%+4,297新進–
NOWServiceNow, Inc.Stock556$31.2 萬<0.1%−9−1.6%減碼歷史
CTVACorteva, Inc.Stock5,482$31.4 萬<0.1%−104−1.9%減碼歷史
WRKWestRock CoCOM10,925$31.8 萬<0.1%−825−7.0%減碼歷史
DBCInvesco DB Commodity Index Tracking FundUNIT14,000$31.8 萬<0.1%00.0%不變歷史
iShares Tr464288166AGENCY BOND ETF2,985$31.9 萬<0.1%00.0%不變–
VanEck ETF Trust92189F791JUNIOR GOLD MINE8,975$32.0 萬<0.1%00.0%不變–
WBAWalgreens Boots Alliance, Inc.COM11,291$32.2 萬<0.1%−743−6.2%減碼歷史
Vanguard Morningstar Small-Cap Value ETF922908611ETF1,946$32.2 萬<0.1%00.0%不變–
CNICanadian National Railway CoStock2,681$32.5 萬<0.1%00.0%不變歷史
State Street SPDR Portfolio S&P 500 High Dividend ETF78468R788ETF8,818$32.7 萬<0.1%00.0%不變–
CMICummins IncStock1,378$33.8 萬<0.1%−100−6.8%減碼歷史
LHLabcorp Holdings Inc.COM NEW1,425$34.4 萬<0.1%00.0%不變歷史

2023 年第 1 季之後清倉（16 檔）

2023 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 2023 年第 1 季之後清倉的部位
證券類別2023 年第 1 季股數2023 年第 1 季市值2023 年第 1 季佔組合 %紀錄
IPGPIpg Photonics CorpCOM5,435$67.0 萬<0.1%歷史
PEGPublic Service Enterprise Group IncCOM4,721$29.5 萬<0.1%歷史
NOCNorthrop Grumman CorpStock597$27.6 萬<0.1%歷史
BF.ABrown Forman CorpCL A3,598$23.5 萬<0.1%歷史
XELXcel Energy IncStock3,277$22.1 萬<0.1%歷史
CCitigroup IncStock4,560$21.4 萬<0.1%歷史
iShares MSCI USA Min Vol Factor ETF46429B697ETF2,891$21.0 萬<0.1%–
VFCV F CorpStock9,136$20.9 萬<0.1%歷史
ELEstee Lauder Companies IncCL A821$20.2 萬<0.1%歷史
DGDollar General CorpCOM959$20.2 萬<0.1%歷史
NSTDNorthern Star Investment Corp. IVCOM CL A19,000$19.1 萬<0.1%歷史
EOSEEos Energy Enterprises, Inc.COM CL A60,000$15.4 萬<0.1%歷史
HCNEJaws Hurricane Acquisition CorpCLASS A COM15,000$15.3 萬<0.1%歷史
First Rep BK San Francisco C33616C100COM10,100$14.1 萬<0.1%–
Acropolis Infrastructure Acq005029103CL A10,760$10.9 萬<0.1%–
AUDAudacy, Inc.COM10,000$1,347<0.1%歷史