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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
Invesco Exchange Traded FD T46137V738LARGE CAP VALUE17,782$103.7 萬<0.1%00.0%不變–
SLViShares Silver TrustETF36,958$105.0 萬<0.1%00.0%不變歷史
State Street SPDR S&P Aerospace & Defense ETF78464A631ETF6,923$108.9 萬<0.1%−1,600−18.8%減碼–
NOWServiceNow, Inc.Stock1,232$110.2 萬<0.1%00.0%不變歷史
JEFJefferies Financial Group Inc.COM17,933$110.4 萬<0.1%00.0%不變歷史
DPZDominos Pizza IncCOM2,620$112.7 萬<0.1%−5−0.2%減碼歷史
SOSouthern CoStock12,555$113.2 萬<0.1%−400−3.1%減碼歷史
iShares Tr464288885EAFE GRWTH ETF10,600$114.1 萬<0.1%−410−3.7%減碼–
iShares Tr464287234MSCI EMG MKT ETF26,081$119.6 萬<0.1%−1,598−5.8%減碼–
Vanguard S&P 500 Value ETF921932703ETF6,304$120.2 萬<0.1%00.0%不變–
WisdomTree Tr97717W109US TOTAL DIVIDND15,781$121.0 萬<0.1%−3,119−16.5%減碼–
PAYXPaychex IncStock9,078$121.8 萬<0.1%−93−1.0%減碼歷史
LHXL3HARRIS Technologies, Inc.Stock5,140$122.3 萬<0.1%−370−6.7%減碼歷史
USBUS Bancorp DECOM NEW26,785$122.5 萬<0.1%−2,927−9.9%減碼歷史
VZVerizon Communications IncStock27,893$125.3 萬<0.1%−2,465−8.1%減碼歷史
GILDGilead Sciences, Inc.Stock14,948$125.3 萬<0.1%−26−0.2%減碼歷史
ETNEaton Corp plcStock3,814$126.4 萬<0.1%+187+5.2%加碼歷史
EQIXEquinix IncCOM1,431$127.0 萬<0.1%+7+0.5%加碼歷史
TDGTransDigm Group INCCOM906$129.3 萬<0.1%00.0%不變歷史
iShares Core MSCI Emerging Markets ETF46434G103ETF22,793$130.9 萬<0.1%00.0%不變–
KMBKimberly Clark CorpStock9,335$132.8 萬<0.1%+40.0%加碼歷史
ADIAnalog Devices IncStock5,772$132.8 萬<0.1%00.0%不變歷史
Vanguard Total World Stock ETF922042742ETF11,392$136.4 萬<0.1%00.0%不變–
REGNRegeneron Pharmaceuticals, Inc.COM1,305$137.2 萬<0.1%00.0%不變歷史
AJGArthur J. Gallagher & Co.COM4,886$137.5 萬<0.1%00.0%不變歷史
iShares Tr464287689RUSSELL 3000 ETF4,267$139.4 萬<0.1%−75−1.7%減碼–
DOVDOVER CorpCOM7,333$140.6 萬<0.1%−1,348−15.5%減碼歷史
COPConocoPhillipsStock13,461$141.7 萬<0.1%−634−4.5%減碼歷史
PLTRPalantir Technologies Inc.Stock38,186$142.1 萬<0.1%00.0%不變歷史
Invesco Exchange Traded FD T46137V597RAFI US 150035,020$145.5 萬<0.1%00.0%不變–
AMDAdvanced Micro Devices IncStock8,922$146.4 萬<0.1%−426−4.6%減碼歷史
WMWaste Management IncStock7,105$147.5 萬<0.1%00.0%不變歷史
DBX ETF Tr233051200XTRACK MSCI EAFE35,624$149.7 萬<0.1%00.0%不變–
BMYBristol Myers Squibb CoStock29,875$154.6 萬<0.1%−9,589−24.3%減碼歷史
PNCPNC Financial Services Group, Inc.Stock8,380$154.9 萬<0.1%+276+3.4%加碼歷史
GDGeneral Dynamics CorpStock5,263$159.0 萬<0.1%00.0%不變歷史
iShares Core High Dividend ETF46429B663ETF13,571$159.6 萬<0.1%−200−1.5%減碼–
BNBROOKFIELD CorpCL A LTD VT SH30,369$161.4 萬<0.1%00.0%不變歷史
AYIAcuity Inc. (DE)Stock5,867$161.6 萬<0.1%00.0%不變歷史
iShares Tr464288802ESG OPTIMIZED13,512$162.6 萬<0.1%00.0%不變–
JJacobs Solutions Inc.COM12,476$163.3 萬<0.1%00.0%不變歷史
COFCapital One Financial CorpStock10,963$164.1 萬<0.1%00.0%不變歷史
PSXPhillips 66Stock12,624$165.9 萬<0.1%−696−5.2%減碼歷史
iShares S&P 100 ETF464287101ETF6,030$166.9 萬<0.1%−140−2.3%減碼–
BABoeing CoStock11,043$167.9 萬<0.1%−195−1.7%減碼歷史
SYYSysco CorpStock21,760$169.9 萬<0.1%−430−1.9%減碼歷史
State Street Energy Select Sector SPDR ETF81369Y506ETF19,434$170.6 萬<0.1%−225−1.1%減碼–
PHParker-Hannifin CorpStock2,753$173.9 萬<0.1%−186−6.3%減碼歷史
MARMarriott International IncStock7,168$178.2 萬<0.1%00.0%不變歷史
CMCSAComcast CorpStock42,667$178.2 萬<0.1%−794−1.8%減碼歷史
Vanguard Information Technology ETF92204A702ETF3,200$187.7 萬<0.1%−53−1.6%減碼–
MMM3M CoStock13,770$188.2 萬<0.1%−151−1.1%減碼歷史
DELLDell Technologies Inc.Stock16,001$189.7 萬<0.1%+208+1.3%加碼歷史
CVSCVS Health CorpStock30,246$190.2 萬<0.1%−15,420−33.8%減碼歷史
SPGIS&P Global Inc.Stock3,780$195.3 萬<0.1%00.0%不變歷史
iShares Select Dividend ETF464287168ETF14,488$195.7 萬<0.1%00.0%不變–
YUMYum Brands IncStock14,052$196.3 萬<0.1%−405−2.8%減碼歷史
GEGeneral Electric CoStock10,430$196.7 萬<0.1%00.0%不變歷史
State Street Consumer Staples Select Sector SPDR ETF81369Y308ETF23,866$198.1 萬<0.1%−1,850−7.2%減碼–
INTCIntel CorpStock85,591$200.8 萬<0.1%−21,077−19.8%減碼歷史
Vanguard Dividend Appreciation ETF921908844ETF10,243$202.9 萬<0.1%00.0%不變–
State Street Materials Select Sector SPDR ETF81369Y100ETF21,153$203.9 萬<0.1%−1,358−6.0%減碼–
NXPINXP Semiconductors N.V.COM8,569$205.7 萬<0.1%+163+1.9%加碼歷史
iShares Tr464288182MSCI AC ASIA ETF26,442$207.4 萬<0.1%−397−1.5%減碼–
WFCWells Fargo & CompanyStock37,204$210.2 萬<0.1%−350−0.9%減碼歷史
SPDR Series Trust78468R556SP O&G EXPL PRO16,018$210.7 萬<0.1%−55−0.3%減碼–
TGTTarget CorpStock14,115$220.0 萬<0.1%−2,611−15.6%減碼歷史
MRSHMarsh & McLennan Companies, Inc.Stock10,249$228.6 萬<0.1%+212+2.1%加碼歷史
iShares Core MSCI Eafe ETF46432F842ETF30,056$234.6 萬<0.1%00.0%不變–
MDLZMondelez International, Inc.Stock32,321$238.1 萬<0.1%−153−0.5%減碼歷史
ATRAptargroup, Inc.Stock14,877$238.3 萬<0.1%00.0%不變歷史
iShares Russell 1000 Value ETF464287598ETF12,595$239.1 萬<0.1%−278−2.2%減碼–
MDTMedtronic plcStock26,861$241.8 萬<0.1%+160+0.6%加碼歷史
State Street Consumer Discretionary Select Sector SPDR ETF81369Y407ETF12,082$242.1 萬<0.1%−830−6.4%減碼–
State Street Industrial Select Sector SPDR ETF81369Y704ETF18,032$244.2 萬<0.1%−1,282−6.6%減碼–
State Street Communication Services Select Sector SPDR ETF81369Y852ETF27,305$246.8 萬<0.1%−305−1.1%減碼–
LMTLockheed Martin CorpStock4,355$254.6 萬<0.1%00.0%不變歷史
TRVTravelers Companies, Inc.Stock10,905$255.3 萬<0.1%+24+0.2%加碼歷史
ZTSZoetis Inc.Stock13,211$258.1 萬<0.1%00.0%不變歷史
GSGoldman Sachs Group IncStock5,246$259.7 萬<0.1%−60−1.1%減碼歷史
TMUST-Mobile US, Inc.Stock13,538$279.4 萬<0.1%−50.0%減碼歷史
OTISOtis Worldwide CorpStock27,472$285.5 萬<0.1%−240−0.9%減碼歷史
ICEIntercontinental Exchange, Inc.Stock17,811$286.1 萬<0.1%00.0%不變歷史
iShares S&P 500 Value ETF464287408ETF14,550$286.9 萬<0.1%−9,124−38.5%減碼–
SONSonoco Products CoCOM53,191$290.6 萬<0.1%00.0%不變歷史
CLColgate Palmolive CoStock28,348$294.3 萬<0.1%−2,496−8.1%減碼歷史
DUKDuke Energy CORPStock25,567$294.8 萬<0.1%−1,450−5.4%減碼歷史
IDXXIDEXX Laboratories IncCOM5,955$300.9 萬<0.1%00.0%不變歷史
PMPhilip Morris International Inc.Stock24,942$302.8 萬<0.1%−5,895−19.1%減碼歷史
iShares Russell Midcap ETF464287499ETF35,225$310.5 萬<0.1%−1,450−4.0%減碼–
NFLXNetflix IncStock4,495$318.8 萬<0.1%00.0%不變歷史
ORLYO Reilly Automotive IncStock2,827$325.6 萬<0.1%−109−3.7%減碼歷史
CSRCenterspaceCOM46,771$329.6 萬<0.1%−665−1.4%減碼歷史
NETCloudflare, Inc.CL A COM41,500$335.7 萬0.1%00.0%不變歷史
State Street Financial Select Sector SPDR ETF81369Y605ETF74,561$337.9 萬0.1%+200.0%加碼–
BACBank of America CorpStock87,918$348.9 萬0.1%−764−0.9%減碼歷史
SBUXStarbucks CorpStock36,138$352.3 萬0.1%−4,566−11.2%減碼歷史
AXPAmerican Express CoStock13,688$371.2 萬0.1%−560−3.9%減碼歷史
GTLSChart Industries IncCOM30,491$378.5 萬0.1%+17,311+131.3%加碼歷史
MTDMettler Toledo International IncCOM2,524$378.5 萬0.1%−87−3.3%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%–