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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 3 季持倉

持倉截至 2024/9/30，2024/11/14 申報。只含多頭部位，變化是跟 2024 年第 2 季比股數。

機構總覽
持股檔數
417
較 2024 年第 2 季 +7
總值
$66.7 億
較 2024 年第 2 季 +$3.14 億 (+4.9%)
申報日
2024/11/14
SEC
Evercore Wealth Management, LLC 在 2024 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
CHGGChegg, IncCOM13,688$2.42 萬<0.1%00.0%不變歷史
BLNDBlend Labs, Inc.CL A11,190$4.20 萬<0.1%+11,190新進歷史
PLUGPlug Power IncStock20,000$4.52 萬<0.1%00.0%不變歷史
GSATGlobalstar, Inc.COM40,000$4.96 萬<0.1%00.0%不變歷史
MGNXMacrogenics IncCOM17,543$5.77 萬<0.1%00.0%不變歷史
WBAWalgreens Boots Alliance, Inc.COM10,791$9.67 萬<0.1%00.0%不變歷史
ACHRArcher Aviation Inc.Stock37,250$11.3 萬<0.1%00.0%不變歷史
JOBYJoby Aviation, Inc.COMMON STOCK22,492$11.3 萬<0.1%00.0%不變歷史
ROIVRoivant Sciences Ltd.SHS10,000$11.5 萬<0.1%00.0%不變歷史
Agriculture & Nat Sol Acq CoG0131Y100SHS CL A12,689$13.1 萬<0.1%−4,230−25.0%減碼–
LEGTLegato Merger Corp. IIIORD SHS14,300$14.6 萬<0.1%00.0%不變歷史
HYACHaymaker Acquisition Corp VCLASS A17,780$19.0 萬<0.1%00.0%不變歷史
SOFISoFi Technologies, Inc.Stock25,000$19.6 萬<0.1%−10,849−30.3%減碼歷史
NUENucor CorpCOM1,336$20.1 萬<0.1%00.0%不變歷史
Invesco Exch Traded FD Tr II46138E537NATL AMT MUNI8,393$20.3 萬<0.1%+8,393新進–
Schwab U.S. Mid-Cap ETF808524508ETF2,445$20.3 萬<0.1%+2,445新進–
Invesco Exchange Traded FD T46137V688NEXT GEN CON ETF2,000$20.4 萬<0.1%+2,000新進–
KRKroger CoStock3,588$20.6 萬<0.1%+3,588新進歷史
State Street Real Estate Select Sector SPDR ETF81369Y860ETF4,622$20.6 萬<0.1%+4,622新進–
RCIRogers Communications IncCL B5,150$20.7 萬<0.1%−850−14.2%減碼歷史
iShares Core U.S. Aggregate Bond ETF464287226ETF2,045$20.7 萬<0.1%+2,045新進–
SWSmurfit Westrock plcStock4,195$20.7 萬<0.1%+4,195新進歷史
State Street Utilities Select Sector SPDR ETF81369Y886ETF2,598$21.0 萬<0.1%+2,598新進–
iShares Tr4642886613 7 YR TREAS BD1,760$21.1 萬<0.1%00.0%不變–
OKEONEOK IncCOM2,317$21.1 萬<0.1%−423−15.4%減碼歷史
METMetlife IncStock2,570$21.2 萬<0.1%+2,570新進歷史
ACUAcme United CorpCOM5,100$21.2 萬<0.1%+5,100新進歷史
Schwab US Dividend Equity ETF808524797ETF2,513$21.2 萬<0.1%−1,015−28.8%減碼–
CTASCintas CorpStock1,048$21.6 萬<0.1%+1,048新進歷史
SOLVSolventum CorpStock3,122$21.8 萬<0.1%+3,122新進歷史
CNICanadian National Railway CoStock1,883$22.1 萬<0.1%00.0%不變歷史
Vanguard Health Care ETF92204A504ETF788$22.2 萬<0.1%−100−11.3%減碼–
CTVACorteva, Inc.Stock3,821$22.5 萬<0.1%−500−11.6%減碼歷史
GPCGenuine Parts CoStock1,615$22.6 萬<0.1%00.0%不變歷史
COLBColumbia Banking System, Inc.COM8,647$22.6 萬<0.1%+8,647新進歷史
WisdomTree Tr97717W422INDIA ERNGS FD4,475$22.6 萬<0.1%00.0%不變–
CPCanadian Pacific Kansas City LtdCOM2,651$22.7 萬<0.1%00.0%不變歷史
VLTOVeralto CorpStock2,036$22.8 萬<0.1%−244−10.7%減碼歷史
NOCNorthrop Grumman CorpStock436$23.0 萬<0.1%+436新進歷史
SRESempraStock2,816$23.6 萬<0.1%00.0%不變歷史
HALOHalozyme Therapeutics, Inc.COM4,143$23.7 萬<0.1%00.0%不變歷史
Vanguard Malvern FDS922020805STRM INFPROIDX4,830$23.8 萬<0.1%00.0%不變–
LHLabcorp Holdings Inc.Stock1,070$23.9 萬<0.1%−8−0.7%減碼歷史
ALTMArcadium Lithium plcStock84,075$24.0 萬<0.1%+30,000+55.5%加碼歷史
XYLXylem Inc.COM1,776$24.0 萬<0.1%+137+8.4%加碼歷史
BIPBrookfield Infrastructure Partners L.P.LP INT UNIT6,896$24.2 萬<0.1%+6,896新進歷史
CMGChipotle Mexican Grill IncCOM4,209$24.3 萬<0.1%+59+1.4%加碼歷史
WLYJohn Wiley & Sons, Inc.CL A5,060$24.4 萬<0.1%00.0%不變歷史
NVRNVR IncCOM25$24.5 萬<0.1%+25新進歷史
NETDNabors Energy Transition Corp. IICL A23,480$25.0 萬<0.1%00.0%不變歷史
HSICHenry Schein IncCOM3,449$25.1 萬<0.1%00.0%不變歷史
GGGGraco IncCOM2,888$25.3 萬<0.1%−18−0.6%減碼歷史
JCIJohnson Controls International plcStock3,304$25.6 萬<0.1%−186−5.3%減碼歷史
ADSKAutodesk, Inc.COM943$26.0 萬<0.1%00.0%不變歷史
VMCVulcan Materials COCOM1,038$26.0 萬<0.1%00.0%不變歷史
HIGHartford Insurance Group, Inc.Stock2,213$26.0 萬<0.1%00.0%不變歷史
AAgilent Technologies, Inc.COM1,763$26.2 萬<0.1%−230−11.5%減碼歷史
iShares MSCI USA Min Vol Factor ETF46429B697ETF2,955$27.0 萬<0.1%+2,955新進–
iShares Select U.S. REIT ETF464287564ETF4,101$27.0 萬<0.1%−1,000−19.6%減碼–
State Street SPDR Portfolio S&P 500 High Dividend ETF78468R788ETF5,969$27.2 萬<0.1%00.0%不變–
TTDTrade Desk, Inc.Stock2,489$27.3 萬<0.1%00.0%不變歷史
iShares Tr46434V613CORE UNIVRSL USD5,811$27.4 萬<0.1%+5,811新進–
SLGSL Green Realty CorpCOM3,972$27.6 萬<0.1%00.0%不變歷史
SPDR Index Shs FDS78463X202ST STR EU 50 ETF5,230$27.8 萬<0.1%00.0%不變–
BNYBank of New York Mellon CorpStock3,913$28.1 萬<0.1%00.0%不變歷史
SIVRabrdn Silver ETF TrustPHYSCL SILVR SHS9,500$28.3 萬<0.1%+9,500新進歷史
iShares Iboxx $ Investment Grade Corporate Bond ETF464287242ETF2,516$28.4 萬<0.1%−1,748−41.0%減碼–
CRWDCrowdStrike Holdings, Inc.Stock1,015$28.5 萬<0.1%−9−0.9%減碼歷史
Vanguard Scottsdale FDS92206C664VNG RUS2000IDX3,225$28.8 萬<0.1%00.0%不變–
HSYHershey CoCOM1,513$29.0 萬<0.1%00.0%不變歷史
DGXQuest Diagnostics IncCOM1,880$29.2 萬<0.1%00.0%不變歷史
CCitigroup IncStock4,663$29.2 萬<0.1%−1,252−21.2%減碼歷史
PINSPinterest, Inc.CL A9,050$29.3 萬<0.1%00.0%不變歷史
CEGConstellation Energy CorpStock1,143$29.7 萬<0.1%+1,143新進歷史
Amplify ETF Tr032108664AMPLIFY CYBERSEC4,360$29.8 萬<0.1%00.0%不變–
DDominion Energy, IncStock5,163$29.8 萬<0.1%−449−8.0%減碼歷史
WEXWEX Inc.COM1,432$30.0 萬<0.1%00.0%不變歷史
SPOTSpotify Technology S.A.Stock825$30.4 萬<0.1%00.0%不變歷史
Janus Detroit STR Tr47103U845HENDRSON AAA CL6,000$30.5 萬<0.1%+6,000新進–
iShares U.S. Treasury Bond ETF46429B267ETF13,031$30.6 萬<0.1%+3,721+40.0%加碼–
UBERUber Technologies, IncStock4,161$31.3 萬<0.1%00.0%不變歷史
GBTCGrayscale Bitcoin Trust ETFETF6,250$31.6 萬<0.1%00.0%不變歷史
MKLMarkel Group Inc.COM203$31.8 萬<0.1%−6−2.9%減碼歷史
iShares Tr464288166AGENCY BOND ETF2,885$31.9 萬<0.1%−100−3.4%減碼–
AEEAmeren CorpCOM3,653$31.9 萬<0.1%+53+1.5%加碼歷史
SXTSensient Technologies CorpCOM4,000$32.1 萬<0.1%00.0%不變歷史
EXPEExpedia Group, Inc.Stock2,207$32.7 萬<0.1%00.0%不變歷史
BAMBrookfield Asset Management Ltd.CL A LMT VTG SHS6,922$32.7 萬<0.1%00.0%不變歷史
SSNCSS&C Technologies Holdings IncCOM4,460$33.1 萬<0.1%00.0%不變歷史
CSLCarlisle Companies IncCOM736$33.1 萬<0.1%00.0%不變歷史
SHOPShopify Inc.Stock4,140$33.2 萬<0.1%00.0%不變歷史
SNPSSynopsys IncCOM659$33.4 萬<0.1%00.0%不變歷史
RJFRaymond James Financial IncCOM2,728$33.4 萬<0.1%00.0%不變歷史
TFXTeleflex IncCOM1,370$33.9 萬<0.1%00.0%不變歷史
WTMWhite Mountains Insurance Group LtdCOM200$33.9 萬<0.1%00.0%不變歷史
KKRKKR & Co. Inc.COM2,615$34.1 萬<0.1%−90−3.3%減碼歷史
SPDR Series Trust78464A763ST STR SP DIV2,407$34.2 萬<0.1%+140+6.2%加碼–
Dimensional U.S. Core Equity 2 ETF25434V708ETF10,182$34.9 萬<0.1%00.0%不變–
Vanguard Index FDS922908652EXTEND MKT ETF1,956$35.6 萬<0.1%00.0%不變–
ZBHZimmer Biomet Holdings, Inc.Stock3,342$36.1 萬<0.1%−22−0.7%減碼歷史

2024 年第 2 季之後清倉（18 檔）

2024 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 2024 年第 2 季之後清倉的部位
證券類別2024 年第 2 季股數2024 年第 2 季市值2024 年第 2 季佔組合 %紀錄
POOLPool CorpCOM139,945$4,301 萬0.7%歷史
iShares S&P Mid-Cap 400 Value ETF464287705ETF7,105$80.6 萬<0.1%–
Invesco Exchange Traded FD T46137V266S&P500 PUR GWT16,390$61.1 萬<0.1%–
Schwab Strategic Tr808524862SHT TM US TRES9,676$46.6 萬<0.1%–
LRCXLam Research CorpCOM436$46.4 萬<0.1%歷史
iShares S&P Mid-Cap 400 Growth ETF464287606ETF5,151$45.4 萬<0.1%–
SPDR Series Trust78464A672ST INTER ETF12,434$34.8 萬<0.1%–
WRKWestRock CoCOM6,820$34.3 萬<0.1%歷史
DBCInvesco DB Commodity Index Tracking FundUNIT14,000$32.5 萬<0.1%歷史
CFCF Industries Holdings, Inc.COM4,072$30.2 萬<0.1%歷史
EWEdwards Lifesciences CorpStock2,987$27.6 萬<0.1%歷史
EOSEEos Energy Enterprises, Inc.COM CL A195,000$24.8 萬<0.1%歷史
MAINMain Street Capital CORPCEF4,693$23.7 萬<0.1%歷史
RENEFCartesian Growth Corp IICLASS A ORD10,998$12.4 萬<0.1%歷史
MCRBSeres Therapeutics, Inc.COM25,000$1.81 萬<0.1%歷史
DNAGinkgo Bioworks Holdings, Inc.CL A SHS23,111$7,726<0.1%歷史
99 Acquisition Group Inc65445K127RIGHT 08/25/202810,300$2,781<0.1%–
99 Acquisition Group Inc65445K119*W EXP 08/25/20210,300$340<0.1%–