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Livermore
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Evercore Wealth Management, LLC

SEC CIK
0001482689
最新申報
2026/8/14

2024 年第 2 季持倉

持倉截至 2024/6/30，2024/8/14 申報。只含多頭部位，變化是跟 2024 年第 1 季比股數。

機構總覽
持股檔數
410
較 2024 年第 1 季 −11
總值
$63.5 億
較 2024 年第 1 季 −$2,632 萬 (−0.4%)
申報日
2024/8/14
SEC
Evercore Wealth Management, LLC 在 2024 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
99 Acquisition Group Inc65445K119*W EXP 08/25/20210,300$340<0.1%00.0%不變–
99 Acquisition Group Inc65445K127RIGHT 08/25/202810,300$2,781<0.1%00.0%不變–
DNAGinkgo Bioworks Holdings, Inc.CL A SHS23,111$7,726<0.1%00.0%不變歷史
MCRBSeres Therapeutics, Inc.COM25,000$1.81 萬<0.1%+25,000新進歷史
CHGGChegg, IncCOM13,688$4.33 萬<0.1%00.0%不變歷史
GSATGlobalstar, Inc.COM40,000$4.48 萬<0.1%00.0%不變歷史
PLUGPlug Power IncStock20,000$4.66 萬<0.1%00.0%不變歷史
MGNXMacrogenics IncCOM17,543$7.46 萬<0.1%00.0%不變歷史
ROIVRoivant Sciences Ltd.SHS10,000$10.6 萬<0.1%00.0%不變歷史
JOBYJoby Aviation, Inc.COMMON STOCK22,492$11.5 萬<0.1%00.0%不變歷史
RENEFCartesian Growth Corp IICLASS A ORD10,998$12.4 萬<0.1%00.0%不變歷史
WBAWalgreens Boots Alliance, Inc.COM10,791$13.1 萬<0.1%00.0%不變歷史
ACHRArcher Aviation Inc.Stock37,250$13.1 萬<0.1%00.0%不變歷史
LEGTLegato Merger Corp. IIIORD SHS14,300$14.5 萬<0.1%+14,300新進歷史
Agriculture & Nat Sol Acq CoG0131Y100SHS CL A16,919$17.3 萬<0.1%+369+2.2%加碼–
ALTMArcadium Lithium plcStock54,075$18.2 萬<0.1%−60−0.1%減碼歷史
HYACHaymaker Acquisition Corp VCLASS A17,780$18.7 萬<0.1%00.0%不變歷史
iShares Tr4642886613 7 YR TREAS BD1,760$20.3 萬<0.1%00.0%不變–
WLYJohn Wiley & Sons, Inc.CL A5,060$20.6 萬<0.1%+5,060新進歷史
CPCanadian Pacific Kansas City LtdCOM2,651$20.9 萬<0.1%−73−2.7%減碼歷史
iShares U.S. Treasury Bond ETF46429B267ETF9,310$21.0 萬<0.1%+9,310新進–
NUENucor CorpCOM1,336$21.1 萬<0.1%00.0%不變歷史
SRESempraStock2,816$21.4 萬<0.1%−176−5.9%減碼歷史
WisdomTree Tr97717W422INDIA ERNGS FD4,475$21.6 萬<0.1%+4,475新進–
HALOHalozyme Therapeutics, Inc.COM4,143$21.7 萬<0.1%+4,143新進歷史
VLTOVeralto CorpStock2,280$21.8 萬<0.1%−3,488−60.5%減碼歷史
LHLabcorp Holdings Inc.Stock1,078$21.9 萬<0.1%+5+0.5%加碼歷史
HSICHenry Schein IncCOM3,449$22.1 萬<0.1%00.0%不變歷史
RCIRogers Communications IncCL B6,000$22.2 萬<0.1%00.0%不變歷史
XYLXylem Inc.COM1,639$22.2 萬<0.1%00.0%不變歷史
CNICanadian National Railway CoStock1,883$22.2 萬<0.1%−252−11.8%減碼歷史
HIGHartford Insurance Group, Inc.Stock2,213$22.2 萬<0.1%00.0%不變歷史
GPCGenuine Parts CoStock1,615$22.3 萬<0.1%−7−0.4%減碼歷史
OKEONEOK IncCOM2,740$22.3 萬<0.1%00.0%不變歷史
SLGSL Green Realty CorpCOM3,972$22.5 萬<0.1%00.0%不變歷史
GGGGraco IncCOM2,906$23.0 萬<0.1%−194−6.3%減碼歷史
JCIJohnson Controls International plcStock3,490$23.2 萬<0.1%−12−0.3%減碼歷史
CTVACorteva, Inc.Stock4,321$23.3 萬<0.1%−390−8.3%減碼歷史
ADSKAutodesk, Inc.COM943$23.3 萬<0.1%−115−10.9%減碼歷史
BNYBank of New York Mellon CorpStock3,913$23.4 萬<0.1%00.0%不變歷史
Vanguard Malvern FDS922020805STRM INFPROIDX4,830$23.4 萬<0.1%00.0%不變–
Vanguard Health Care ETF92204A504ETF888$23.6 萬<0.1%00.0%不變–
MAINMain Street Capital CORPCEF4,693$23.7 萬<0.1%−546−10.4%減碼歷史
SOFISoFi Technologies, Inc.Stock35,849$23.7 萬<0.1%+25,000+230.4%加碼歷史
State Street SPDR Portfolio S&P 500 High Dividend ETF78468R788ETF5,969$24.0 萬<0.1%00.0%不變–
TTDTrade Desk, Inc.Stock2,489$24.3 萬<0.1%00.0%不變歷史
NETDNabors Energy Transition Corp. IICL A23,480$24.7 萬<0.1%00.0%不變歷史
EOSEEos Energy Enterprises, Inc.COM CL A195,000$24.8 萬<0.1%00.0%不變歷史
WEXWEX Inc.COM1,432$25.4 萬<0.1%00.0%不變歷史
AEEAmeren CorpCOM3,600$25.6 萬<0.1%−54−1.5%減碼歷史
DGXQuest Diagnostics IncCOM1,880$25.7 萬<0.1%00.0%不變歷史
VMCVulcan Materials COCOM1,038$25.8 萬<0.1%00.0%不變歷史
AAgilent Technologies, Inc.COM1,993$25.8 萬<0.1%+216+12.2%加碼歷史
SPOTSpotify Technology S.A.Stock825$25.9 萬<0.1%00.0%不變歷史
CMGChipotle Mexican Grill IncCOM4,150$26.0 萬<0.1%00.0%不變依 50 比 1 拆股換算歷史
SPDR Index Shs FDS78463X202ST STR EU 50 ETF5,230$26.2 萬<0.1%00.0%不變–
IBITiShares Bitcoin Trust ETFETF7,685$26.2 萬<0.1%+477+6.6%加碼歷史
BAMBrookfield Asset Management Ltd.CL A LMT VTG SHS6,922$26.3 萬<0.1%00.0%不變歷史
Vanguard Scottsdale FDS92206C664VNG RUS2000IDX3,225$26.4 萬<0.1%+3,225新進–
SHOPShopify Inc.Stock4,140$27.3 萬<0.1%−2,250−35.2%減碼歷史
Schwab US Dividend Equity ETF808524797ETF3,528$27.4 萬<0.1%00.0%不變–
DDominion Energy, IncStock5,612$27.5 萬<0.1%00.0%不變歷史
EWEdwards Lifesciences CorpStock2,987$27.6 萬<0.1%−414−12.2%減碼歷史
EXPEExpedia Group, Inc.Stock2,207$27.8 萬<0.1%−42−1.9%減碼歷史
HSYHershey CoCOM1,513$27.8 萬<0.1%−3−0.2%減碼歷史
SSNCSS&C Technologies Holdings IncCOM4,460$28.0 萬<0.1%00.0%不變歷史
Amplify ETF Tr032108664AMPLIFY CYBERSEC4,360$28.2 萬<0.1%00.0%不變–
KKRKKR & Co. Inc.COM2,705$28.5 萬<0.1%−55−2.0%減碼歷史
TFXTeleflex IncCOM1,370$28.8 萬<0.1%00.0%不變歷史
SPDR Series Trust78464A763ST STR SP DIV2,267$28.8 萬<0.1%00.0%不變–
iShares Select U.S. REIT ETF464287564ETF5,101$29.2 萬<0.1%00.0%不變–
SXTSensient Technologies CorpCOM4,000$29.7 萬<0.1%00.0%不變歷史
CSLCarlisle Companies IncCOM736$29.8 萬<0.1%00.0%不變歷史
CFCF Industries Holdings, Inc.COM4,072$30.2 萬<0.1%00.0%不變歷史
UBERUber Technologies, IncStock4,161$30.2 萬<0.1%+4,161新進歷史
ALLAllstate CorpStock1,915$30.6 萬<0.1%00.0%不變歷史
iShares Tr464288166AGENCY BOND ETF2,985$32.1 萬<0.1%00.0%不變–
DBCInvesco DB Commodity Index Tracking FundUNIT14,000$32.5 萬<0.1%00.0%不變歷史
TECHBIO-TECHNE CorpCOM4,561$32.7 萬<0.1%−1,257−21.6%減碼歷史
Dimensional U.S. Core Equity 2 ETF25434V708ETF10,182$32.8 萬<0.1%00.0%不變–
MKLMarkel Group Inc.COM209$32.9 萬<0.1%00.0%不變歷史
Vanguard Index FDS922908652EXTEND MKT ETF1,956$33.0 萬<0.1%00.0%不變–
GBTCGrayscale Bitcoin Trust ETFETF6,250$33.3 萬<0.1%00.0%不變歷史
RJFRaymond James Financial IncCOM2,728$33.7 萬<0.1%00.0%不變歷史
WRKWestRock CoCOM6,820$34.3 萬<0.1%00.0%不變歷史
WBSWebster Financial CorpCOM7,946$34.6 萬<0.1%00.0%不變歷史
URIUnited Rentals, Inc.COM538$34.8 萬<0.1%−36−6.3%減碼歷史
ACGLArch Capital Group Ltd.Stock3,450$34.8 萬<0.1%00.0%不變歷史
SPDR Series Trust78464A672ST INTER ETF12,434$34.8 萬<0.1%+12,434新進–
Vanguard Morningstar Small-Cap Value ETF922908611ETF1,935$35.3 萬<0.1%−11−0.6%減碼–
EMNEastman Chemical CoStock3,619$35.5 萬<0.1%00.0%不變歷史
EVREvercore Inc.CLASS A1,720$35.9 萬<0.1%−47−2.7%減碼歷史
Dimensional ETF Trust25434V401US EQUI MARK ETF6,116$36.0 萬<0.1%00.0%不變–
AESAES CorpStock20,551$36.1 萬<0.1%−1,020−4.7%減碼歷史
WTMWhite Mountains Insurance Group LtdCOM200$36.3 萬<0.1%00.0%不變歷史
ZBHZimmer Biomet Holdings, Inc.Stock3,364$36.5 萬<0.1%00.0%不變歷史
RSGRepublic Services, Inc.COM1,883$36.6 萬<0.1%−99−5.0%減碼歷史
WABWestinghouse Air Brake Technologies CorpStock2,335$36.9 萬<0.1%−16−0.7%減碼歷史
CCitigroup IncStock5,915$37.5 萬<0.1%+1,419+31.6%加碼歷史
KVUEKenvue Inc.Stock20,736$37.7 萬<0.1%−5,463−20.9%減碼歷史

2024 年第 1 季之後清倉（26 檔）

2024 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 2024 年第 1 季之後清倉的部位
證券類別2024 年第 1 季股數2024 年第 1 季市值2024 年第 1 季佔組合 %紀錄
EXEExpand Energy CorpCOM10,000$88.8 萬<0.1%歷史
iShares Core U.S. Aggregate Bond ETF464287226ETF8,842$86.6 萬<0.1%–
KHCKraft Heinz CoStock13,438$49.6 萬<0.1%歷史
USARUSA Rare Earth, Inc.CL A ORD SHS33,630$35.2 萬<0.1%歷史
CCKCrown Holdings, Inc.COM4,000$31.7 萬<0.1%歷史
XIFRXPLR Infrastructure, LPCOM UNIT PART IN10,000$30.1 萬<0.1%歷史
PLDPrologis, Inc.REIT2,255$29.4 萬<0.1%歷史
BRBroadridge Financial Solutions, Inc.Stock1,432$29.3 萬<0.1%歷史
METMetlife IncStock3,574$26.5 萬<0.1%歷史
iShares Tr464288646ISHS 1-5YR INVS4,950$25.4 萬<0.1%–
NTCTNetscout Systems IncCOM11,187$24.4 萬<0.1%歷史
ACUAcme United CorpCOM5,100$24.0 萬<0.1%歷史
NPWRNet Power Inc.COM CL A20,000$22.8 萬<0.1%歷史
NOCNorthrop Grumman CorpStock467$22.4 萬<0.1%歷史
FIVEFive Below, IncCOM1,194$21.7 萬<0.1%歷史
BIPBrookfield Infrastructure Partners L.P.LP INT UNIT6,897$21.5 萬<0.1%歷史
SNOWSnowflake Inc.Stock1,326$21.4 萬<0.1%歷史
Colombier Acquisition Corp IG2283U100COM SHS CL A20,580$21.1 萬<0.1%–
AVTRAvantor, Inc.COM8,211$21.0 萬<0.1%歷史
DECKDeckers Outdoor CorpCOM220$20.7 萬<0.1%歷史
KRKroger CoStock3,588$20.5 萬<0.1%歷史
WSMWilliams Sonoma IncCOM643$20.4 萬<0.1%歷史
NVRNVR IncCOM25$20.2 萬<0.1%歷史
Invesco Exch Traded FD Tr II46138E537NATL AMT MUNI8,393$20.0 萬<0.1%–
CNDAConcord Acquisition Corp IICOM CL A13,210$13.9 萬<0.1%歷史
BUJABukit Jalil Global Acquisition 1 Ltd.ORD SHS11,500$12.1 萬<0.1%歷史