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 3 季持倉

持倉截至 2023/9/30，2023/11/14 申報。只含多頭部位，變化是跟 2023 年第 2 季比股數。

機構總覽
持股檔數
407
較 2023 年第 2 季 −7
總值
$53.4 億
較 2023 年第 2 季 −$1.11 億 (−2.0%)
申報日
2023/11/14
SEC
Evercore Wealth Management, LLC 在 2023 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
Pono Cap Three IncG71704111*W EXP 01/11/20219,960$898<0.1%+19,960新進–
KDKRWKodiak AI, Inc.*W EXP 99/99/99913,425$3,155<0.1%+13,425新進歷史
NIRNear Intelligence, Inc.COM26,532$6,500<0.1%00.0%不變歷史
VRMVroom, Inc.COM21,413$2.40 萬<0.1%00.0%不變歷史
DNAGinkgo Bioworks Holdings, Inc.CL A SHS23,111$4.18 萬<0.1%00.0%不變歷史
GSATGlobalstar, Inc.COM40,000$5.24 萬<0.1%+40,000新進歷史
BKCCBlackRock Capital Investment CorpCOM18,272$6.78 萬<0.1%00.0%不變歷史
MGNXMacrogenics IncCOM17,543$8.18 萬<0.1%00.0%不變歷史
SOFISoFi Technologies, Inc.Stock10,849$8.67 萬<0.1%00.0%不變歷史
Silverbox Corp III82836N107COM CL A10,599$10.8 萬<0.1%+10,599新進–
Bellevue Life SCNCS Aqstn Co079174108COM10,600$11.0 萬<0.1%+10,600新進–
HBANHuntington Bancshares IncCOM10,668$11.1 萬<0.1%00.0%不變歷史
Gores Holdings IX, Inc.38287A101CLASS A COM10,900$11.3 萬<0.1%00.0%不變–
AGFirst Majestic Silver CorpCOM22,500$11.5 萬<0.1%00.0%不變歷史
CHGGChegg, IncCOM14,688$13.1 萬<0.1%00.0%不變歷史
HYACHaymaker Acquisition Corp VCLASS A13,330$13.6 萬<0.1%+13,330新進歷史
JOBYJoby Aviation, Inc.COMMON STOCK22,492$14.5 萬<0.1%+22,492新進歷史
PLUGPlug Power IncStock20,000$15.2 萬<0.1%+20,000新進歷史
ACHRArcher Aviation Inc.Stock32,250$16.3 萬<0.1%+32,250新進歷史
TAT&T Inc.Stock11,758$17.7 萬<0.1%−20,065−63.1%減碼歷史
Invesco Exch Traded FD Tr II46138E404CEF INM COMPSI10,455$17.9 萬<0.1%+10,455新進–
MKLMarkel Group Inc.COM137$20.2 萬<0.1%+137新進歷史
SNOWSnowflake Inc.Stock1,326$20.3 萬<0.1%−7−0.5%減碼歷史
BIPBrookfield Infrastructure Partners L.P.LP INT UNIT6,897$20.3 萬<0.1%00.0%不變歷史
MAINMain Street Capital CORPCEF5,000$20.3 萬<0.1%00.0%不變歷史
FIVEFive Below, IncCOM1,267$20.4 萬<0.1%00.0%不變歷史
NOCNorthrop Grumman CorpStock465$20.5 萬<0.1%+465新進歷史
SRESempraStock3,028$20.6 萬<0.1%+168+5.9%加碼依 2 比 1 拆股換算歷史
iShares Tr464287150CORE S&P TTL STK2,210$20.8 萬<0.1%00.0%不變–
Vanguard Health Care ETF92204A504ETF888$20.9 萬<0.1%00.0%不變–
Vanguard Ftse All-World Ex-US Small-Cap ETF922042718ETF1,969$20.9 萬<0.1%−115−5.5%減碼–
Pono Cap Three IncG71704103ORD SHS CL A19,960$21.1 萬<0.1%+19,960新進–
NUENucor CorpCOM1,366$21.4 萬<0.1%+1,366新進歷史
iShares Tips Bond ETF464287176ETF2,074$21.5 萬<0.1%+2,074新進–
AAgilent Technologies, Inc.COM1,941$21.7 萬<0.1%+250+14.8%加碼歷史
ADSKAutodesk, Inc.COM1,060$21.9 萬<0.1%00.0%不變歷史
iShares Tr464288448INTL SEL DIV ETF8,641$21.9 萬<0.1%+8,641新進–
SPDR Index Shs FDS78463X202ST STR EU 50 ETF5,230$22.0 萬<0.1%00.0%不變–
VMCVulcan Materials COCOM1,098$22.2 萬<0.1%+70+6.8%加碼歷史
SCRMScreaming Eagle Acquisition Corp.CLASS A ORD SHS21,370$22.4 萬<0.1%+5,330+33.2%加碼歷史
EWEdwards Lifesciences CorpStock3,262$22.6 萬<0.1%+74+2.3%加碼歷史
SHOPShopify Inc.Stock4,154$22.7 萬<0.1%+14+0.3%加碼歷史
Vanguard Malvern FDS922020805STRM INFPROIDX4,830$22.8 萬<0.1%00.0%不變–
RCIRogers Communications IncCL B6,000$23.0 萬<0.1%00.0%不變歷史
BAMBrookfield Asset Management Ltd.CL A LMT VTG SHS6,922$23.1 萬<0.1%00.0%不變歷史
EXPEExpedia Group, Inc.Stock2,249$23.2 萬<0.1%−479−17.6%減碼歷史
SXTSensient Technologies CorpCOM4,000$23.4 萬<0.1%00.0%不變歷史
TECHBIO-TECHNE CorpCOM3,468$23.6 萬<0.1%+386+12.5%加碼歷史
EOSEEos Energy Enterprises, Inc.COM CL A110,000$23.6 萬<0.1%+110,000新進歷史
CTVACorteva, Inc.Stock4,646$23.8 萬<0.1%−836−15.2%減碼歷史
GPCGenuine Parts CoStock1,670$24.1 萬<0.1%+7+0.4%加碼歷史
EVREvercore Inc.CLASS A1,767$24.4 萬<0.1%00.0%不變歷史
PINSPinterest, Inc.CL A9,050$24.5 萬<0.1%00.0%不變歷史
LHLabcorp Holdings Inc.COM NEW1,224$24.6 萬<0.1%−201−14.1%減碼歷史
WBAWalgreens Boots Alliance, Inc.COM11,291$25.1 萬<0.1%00.0%不變歷史
ISRGIntuitive Surgical IncCOM NEW861$25.2 萬<0.1%00.0%不變歷史
URIUnited Rentals, Inc.COM568$25.3 萬<0.1%+3+0.5%加碼歷史
PLDPrologis, Inc.REIT2,253$25.3 萬<0.1%+44+2.0%加碼歷史
ALLAllstate CorpStock2,275$25.3 萬<0.1%−347−13.2%減碼歷史
State Street Utilities Select Sector SPDR ETF81369Y886ETF4,313$25.4 萬<0.1%00.0%不變–
GGGGraco IncCOM3,488$25.4 萬<0.1%−22−0.6%減碼歷史
iShares Select U.S. REIT ETF464287564ETF5,101$25.6 萬<0.1%00.0%不變–
HSICHenry Schein IncCOM3,449$25.6 萬<0.1%00.0%不變歷史
iShares Tr464288646ISHS 1-5YR INVS5,342$26.6 萬<0.1%00.0%不變–
Dimensional U.S. Core Equity 2 ETF25434V708ETF10,182$26.7 萬<0.1%00.0%不變–
TFXTeleflex IncCOM1,370$26.9 萬<0.1%−200−12.7%減碼歷史
AEEAmeren CorpCOM3,600$26.9 萬<0.1%00.0%不變歷史
TTTrane Technologies plcSHS1,334$27.1 萬<0.1%+1,334新進歷史
WABWestinghouse Air Brake Technologies CorpStock2,552$27.1 萬<0.1%−108−4.1%減碼歷史
LRCXLam Research CorpCOM433$27.1 萬<0.1%00.0%不變歷史
Schwab US Dividend Equity ETF808524797ETF3,841$27.2 萬<0.1%−456−10.6%減碼–
Vanguard S&P 500 Growth ETF921932505ETF1,104$27.3 萬<0.1%00.0%不變–
RJFRaymond James Financial IncCOM2,728$27.4 萬<0.1%00.0%不變歷史
ACGLArch Capital Group Ltd.Stock3,450$27.5 萬<0.1%00.0%不變歷史
Kodiak AI, Inc.G33033104SHS CLASS A26,850$27.6 萬<0.1%+26,850新進–
VTYXVentyx Biosciences, Inc.COM7,989$27.7 萬<0.1%+819+11.4%加碼歷史
EMNEastman Chemical CoStock3,619$27.8 萬<0.1%−627−14.8%減碼歷史
CPCanadian Pacific Kansas City LtdCOM3,749$27.9 萬<0.1%+73+2.0%加碼歷史
Vanguard Index FDS922908652EXTEND MKT ETF1,956$28.0 萬<0.1%00.0%不變–
YUMCYum China Holdings, Inc.COM5,071$28.3 萬<0.1%00.0%不變歷史
WEXWEX Inc.COM1,503$28.3 萬<0.1%00.0%不變歷史
Dimensional ETF Trust25434V401US EQUI MARK ETF6,116$28.5 萬<0.1%00.0%不變–
BRBroadridge Financial Solutions, Inc.Stock1,615$28.9 萬<0.1%−50−3.0%減碼歷史
VanEck ETF Trust92189F791JUNIOR GOLD MINE8,975$28.9 萬<0.1%00.0%不變–
SEDGSolaredge Technologies, Inc.COM2,261$29.3 萬<0.1%−44−1.9%減碼歷史
iShares Tr464287721U.S. TECH ETF2,800$29.4 萬<0.1%+2,800新進–
XIFRXPLR Infrastructure, LPCOM UNIT PART IN10,000$29.7 萬<0.1%00.0%不變歷史
WTMWhite Mountains Insurance Group LtdCOM200$29.9 萬<0.1%00.0%不變歷史
NPWRNet Power Inc.COM CL A20,000$30.2 萬<0.1%00.0%不變歷史
HSYHershey CoCOM1,527$30.6 萬<0.1%−28−1.8%減碼歷史
State Street SPDR Portfolio S&P 500 High Dividend ETF78468R788ETF8,818$30.9 萬<0.1%00.0%不變–
Vanguard Morningstar Small-Cap Value ETF922908611ETF1,946$31.0 萬<0.1%00.0%不變–
WWDWoodward, Inc.COM2,500$31.1 萬<0.1%00.0%不變歷史
LCIDLucid Group, Inc.COM55,639$31.1 萬<0.1%00.0%不變歷史
SPDR Series Trust78464A763ST STR SP DIV2,717$31.3 萬<0.1%−813−23.0%減碼–
NTCTNetscout Systems IncCOM11,217$31.4 萬<0.1%+30+0.3%加碼歷史
CMICummins IncStock1,378$31.5 萬<0.1%00.0%不變歷史
iShares Tr464288166AGENCY BOND ETF2,985$31.6 萬<0.1%00.0%不變–
ELVElevance Health, Inc.Stock741$32.3 萬<0.1%−58−7.3%減碼歷史
TELTE Connectivity plcREG SHS2,661$32.9 萬<0.1%00.0%不變歷史

2023 年第 2 季之後清倉（30 檔）

2023 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 2023 年第 2 季之後清倉的部位
證券類別2023 年第 2 季股數2023 年第 2 季市值2023 年第 2 季佔組合 %紀錄
APAAPA CorpStock17,397$59.4 萬<0.1%歷史
DVNDevon Energy CorpStock10,775$52.1 萬<0.1%歷史
CYTCyteir Therapeutics, Inc.COM146,676$38.1 萬<0.1%歷史
CCICrown Castle Inc.REIT3,309$37.7 萬<0.1%歷史
PXDPioneer Natural Resources CoCOM1,775$36.8 萬<0.1%歷史
TPRTapestry, Inc.COM8,115$34.7 萬<0.1%歷史
MMPMagellan Midstream Partners, L.P.COM UNIT RP LP5,530$34.5 萬<0.1%歷史
CNICanadian National Railway CoStock2,681$32.5 萬<0.1%歷史
ProShares Tr74348A467S&P 500 DV ARIST2,950$27.8 萬<0.1%–
WYWeyerhaeuser CoCOM NEW8,122$27.2 萬<0.1%歷史
GEHCGE HealthCare Technologies Inc.Stock3,278$26.6 萬<0.1%歷史
DRIDarden Restaurants IncCOM1,485$24.8 萬<0.1%歷史
ETREntergy CorpCOM2,540$24.7 萬<0.1%歷史
ILMNIllumina, Inc.COM1,313$24.6 萬<0.1%歷史
CCEPCoca-Cola Europacific Partners plcSHS3,649$23.5 萬<0.1%歷史
NXRTNexPoint Residential Trust, Inc.COM5,000$22.7 萬<0.1%歷史
JCIJohnson Controls International plcStock3,270$22.3 萬<0.1%歷史
GTYGetty Realty CorpCOM6,536$22.1 萬<0.1%歷史
HUBBHubbell IncCOM631$20.9 萬<0.1%歷史
CTASCintas CorpStock414$20.6 萬<0.1%歷史
iShares Tr4642886613 7 YR TREAS BD1,760$20.3 萬<0.1%–
FROFrontline plcCOM10,000$14.5 萬<0.1%歷史
TRTLTortoiseEcofin Acquisition Corp. IIISHS CL A14,000$14.5 萬<0.1%歷史
Conyers Park III Acqsitn Cor21289P102CLASS A COM14,000$14.3 萬<0.1%–
HWELHealthwell Acquisition Corp. ICLASS A COM13,000$13.4 萬<0.1%歷史
CNDAConcord Acquisition Corp IICOM CL A11,000$11.3 萬<0.1%歷史
Andretti Acquisition CorpG26735103CL A ORD SHS10,400$11.1 萬<0.1%–
DNADSocial Capital Suvretta Holdings Corp. IVCLASS A ORD SHS10,000$10.3 萬<0.1%歷史
INFIInfinity Pharmaceuticals, Inc.COM215,403$4.53 萬<0.1%歷史
ASTRAstra Space, Inc.Common Stock10,166$3,747<0.1%歷史