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Livermore
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
iShares Tr464288885EAFE GRWTH ETF11,010$112.6 萬<0.1%−1,000−8.3%減碼–
ETNEaton Corp plcStock3,627$113.7 萬<0.1%−30−0.8%減碼歷史
TDGTransDigm Group INCCOM906$115.8 萬<0.1%−2−0.2%減碼歷史
iShares Tr464287234MSCI EMG MKT ETF27,679$117.9 萬<0.1%−824−2.9%減碼–
USBUS Bancorp DECOM NEW29,712$118.0 萬<0.1%−1,204−3.9%減碼歷史
State Street SPDR S&P Aerospace & Defense ETF78464A631ETF8,523$119.3 萬<0.1%00.0%不變–
iShares Core MSCI Emerging Markets ETF46434G103ETF22,793$122.0 萬<0.1%+328+1.5%加碼–
LHXL3HARRIS Technologies, Inc.Stock5,510$123.7 萬<0.1%−32−0.6%減碼歷史
VZVerizon Communications IncStock30,358$125.2 萬<0.1%−246−0.8%減碼歷史
PNCPNC Financial Services Group, Inc.Stock8,104$126.0 萬<0.1%−388−4.6%減碼歷史
BNBROOKFIELD CorpCL A LTD VT SH30,369$126.2 萬<0.1%00.0%不變歷史
AJGArthur J. Gallagher & Co.COM4,886$126.7 萬<0.1%−403−7.6%減碼歷史
Vanguard Total World Stock ETF922042742ETF11,392$128.3 萬<0.1%+2,828+33.0%加碼–
KMBKimberly Clark CorpStock9,331$129.0 萬<0.1%00.0%不變歷史
ADIAnalog Devices IncStock5,772$131.7 萬<0.1%−378−6.1%減碼歷史
Invesco Exchange Traded FD T46137V597RAFI US 150035,020$133.6 萬<0.1%−2,890−7.6%減碼–
WisdomTree Tr97717W109US TOTAL DIVIDND18,900$133.9 萬<0.1%00.0%不變–
iShares Tr464287689RUSSELL 3000 ETF4,342$134.0 萬<0.1%00.0%不變–
DPZDominos Pizza IncCOM2,625$135.5 萬<0.1%−417−13.7%減碼歷史
REGNRegeneron Pharmaceuticals, Inc.COM1,305$137.2 萬<0.1%00.0%不變歷史
AYIAcuity Inc. (DE)Stock5,867$141.7 萬<0.1%00.0%不變歷史
MMM3M CoStock13,921$142.3 萬<0.1%−450−3.1%減碼歷史
DBX ETF Tr233051200XTRACK MSCI EAFE35,624$147.6 萬<0.1%00.0%不變–
PHParker-Hannifin CorpStock2,939$148.7 萬<0.1%−20−0.7%減碼歷史
iShares Core High Dividend ETF46429B663ETF13,771$149.7 萬<0.1%−490−3.4%減碼–
WMWaste Management IncStock7,105$151.6 萬<0.1%00.0%不變歷史
AMDAdvanced Micro Devices IncStock9,348$151.6 萬<0.1%+1,638+21.2%加碼歷史
COFCapital One Financial CorpStock10,963$151.8 萬<0.1%−700−6.0%減碼歷史
iShares Tr464288802ESG OPTIMIZED13,512$151.8 萬<0.1%00.0%不變–
GDGeneral Dynamics CorpStock5,263$152.7 萬<0.1%−80−1.5%減碼歷史
iShares Tr464287630RUS 2000 VAL ETF10,233$155.8 萬<0.1%−212−2.0%減碼–
DOVDOVER CorpCOM8,681$156.6 萬<0.1%−255−2.9%減碼歷史
SYYSysco CorpStock22,190$158.4 萬<0.1%−100−0.4%減碼歷史
COPConocoPhillipsStock14,095$161.2 萬<0.1%−90−0.6%減碼歷史
iShares S&P 100 ETF464287101ETF6,170$163.1 萬<0.1%00.0%不變–
BMYBristol Myers Squibb CoStock39,464$163.9 萬<0.1%−12,211−23.6%減碼歷史
GEGeneral Electric CoStock10,430$165.8 萬<0.1%+20+0.2%加碼歷史
SPGIS&P Global Inc.Stock3,780$168.6 萬<0.1%−13−0.3%減碼歷史
CMCSAComcast CorpStock43,461$170.2 萬<0.1%−1,859−4.1%減碼歷史
MARMarriott International IncStock7,168$173.3 萬<0.1%00.0%不變歷史
JJacobs Solutions Inc.COM12,476$174.3 萬<0.1%−1,765−12.4%減碼歷史
iShares Select Dividend ETF464287168ETF14,488$175.3 萬<0.1%00.0%不變–
State Street Energy Select Sector SPDR ETF81369Y506ETF19,659$179.2 萬<0.1%+129+0.7%加碼–
Vanguard Dividend Appreciation ETF921908844ETF10,243$187.0 萬<0.1%−388−3.6%減碼–
Vanguard Information Technology ETF92204A702ETF3,253$187.6 萬<0.1%00.0%不變–
PSXPhillips 66Stock13,320$188.0 萬<0.1%00.0%不變歷史
GTLSChart Industries IncCOM13,180$190.2 萬<0.1%−12,980−49.6%減碼歷史
YUMYum Brands IncStock14,457$191.5 萬<0.1%00.0%不變歷史
iShares Tr464288182MSCI AC ASIA ETF26,839$193.2 萬<0.1%00.0%不變–
State Street Consumer Staples Select Sector SPDR ETF81369Y308ETF25,716$196.9 萬<0.1%00.0%不變–
State Street Materials Select Sector SPDR ETF81369Y100ETF22,511$198.8 萬<0.1%−500−2.2%減碼–
LMTLockheed Martin CorpStock4,355$203.4 萬<0.1%−39−0.9%減碼歷史
BABoeing CoStock11,238$204.5 萬<0.1%−3,552−24.0%減碼歷史
WisdomTree Tr97717W851JAPN HEDGE EQT18,490$208.6 萬<0.1%+18,490新進–
ATRAptargroup, Inc.Stock14,877$209.5 萬<0.1%00.0%不變歷史
MDTMedtronic plcStock26,701$210.2 萬<0.1%+285+1.1%加碼歷史
MRSHMarsh & McLennan Companies, Inc.Stock10,037$211.5 萬<0.1%+1,218+13.8%加碼歷史
MDLZMondelez International, Inc.Stock32,474$212.5 萬<0.1%−881−2.6%減碼歷史
DELLDell Technologies Inc.Stock15,793$217.8 萬<0.1%−1,830−10.4%減碼歷史
iShares Core MSCI Eafe ETF46432F842ETF30,056$218.3 萬<0.1%−1,041−3.3%減碼–
TRVTravelers Companies, Inc.Stock10,881$221.3 萬<0.1%00.0%不變歷史
WFCWells Fargo & CompanyStock37,554$223.0 萬<0.1%−294−0.8%減碼歷史
iShares Russell 1000 Value ETF464287598ETF12,873$224.6 萬<0.1%−40−0.3%減碼–
NXPINXP Semiconductors N.V.COM8,406$226.2 萬<0.1%−495−5.6%減碼歷史
ZTSZoetis Inc.Stock13,211$229.0 萬<0.1%−599−4.3%減碼歷史
SPDR Series Trust78468R556SP O&G EXPL PRO16,073$233.8 萬<0.1%−163−1.0%減碼–
State Street Industrial Select Sector SPDR ETF81369Y704ETF19,314$235.4 萬<0.1%−858−4.3%減碼–
State Street Consumer Discretionary Select Sector SPDR ETF81369Y407ETF12,912$235.5 萬<0.1%−1,873−12.7%減碼–
State Street Communication Services Select Sector SPDR ETF81369Y852ETF27,610$236.5 萬<0.1%−2,657−8.8%減碼–
TMUST-Mobile US, Inc.Stock13,543$238.6 萬<0.1%−1,404−9.4%減碼歷史
GSGoldman Sachs Group IncStock5,306$240.0 萬<0.1%−50−0.9%減碼歷史
ICEIntercontinental Exchange, Inc.Stock17,811$243.8 萬<0.1%−149−0.8%減碼歷史
TGTTarget CorpStock16,726$247.6 萬<0.1%−202−1.2%減碼歷史
OTISOtis Worldwide CorpStock27,712$266.8 萬<0.1%−90.0%減碼歷史
CVSCVS Health CorpStock45,666$269.7 萬<0.1%−2,567−5.3%減碼歷史
SONSonoco Products CoCOM53,191$269.8 萬<0.1%00.0%不變歷史
DUKDuke Energy CORPStock27,017$270.8 萬<0.1%−1,443−5.1%減碼歷史
IDXXIDEXX Laboratories IncCOM5,955$290.1 萬<0.1%−137−2.2%減碼歷史
iShares Russell Midcap ETF464287499ETF36,675$297.4 萬<0.1%+809+2.3%加碼–
CLColgate Palmolive CoStock30,844$299.3 萬<0.1%−100−0.3%減碼歷史
NFLXNetflix IncStock4,495$303.4 萬<0.1%−117−2.5%減碼歷史
Schwab U.S. Large-Cap Growth ETF808524300ETF30,282$305.4 萬<0.1%00.0%不變–
State Street Financial Select Sector SPDR ETF81369Y605ETF74,541$306.4 萬<0.1%−2,813−3.6%減碼–
ORLYO Reilly Automotive IncStock2,936$310.1 萬<0.1%−59−2.0%減碼歷史
PMPhilip Morris International Inc.Stock30,837$312.5 萬<0.1%−274−0.9%減碼歷史
SBUXStarbucks CorpStock40,704$316.9 萬<0.1%−7,188−15.0%減碼歷史
CSRCenterspaceCOM47,436$320.8 萬0.1%−405−0.8%減碼歷史
AXPAmerican Express CoStock14,248$329.9 萬0.1%−237−1.6%減碼歷史
INTCIntel CorpStock106,668$330.4 萬0.1%−5,950−5.3%減碼歷史
CATCaterpillar IncStock10,122$337.2 萬0.1%−57−0.6%減碼歷史
NETCloudflare, Inc.CL A COM41,500$343.7 萬0.1%00.0%不變歷史
GLDMWorld Gold TrustSPDR GLD MINIS74,635$344.0 萬0.1%+2,593+3.6%加碼歷史
CARRCarrier Global CorpStock54,815$345.8 萬0.1%00.0%不變歷史
BACBank of America CorpStock88,682$352.7 萬0.1%+6,203+7.5%加碼歷史
AFLAflac IncStock40,149$358.6 萬0.1%00.0%不變歷史
METAMeta Platforms, Inc.Stock7,195$362.8 萬0.1%−156−2.1%減碼歷史
MTDMettler Toledo International IncCOM2,611$364.9 萬0.1%−4−0.2%減碼歷史
PGRProgressive CorpStock17,840$370.6 萬0.1%−38−0.2%減碼歷史
Vanguard Morningstar Large-Cap ETF922908637ETF15,147$378.1 萬0.1%00.0%不變–
JBLJabil IncStock36,540$397.5 萬0.1%−170.0%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