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。
- 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%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| MSMorgan Stanley | Stock | 1,282,786 | $1.34 億 | 2.0% | −9,392−0.7% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 813,654 | $1.35 億 | 2.0% | −11,610−1.4% | 減碼 | 歷史 |
| ACNAccenture plc | Stock | 390,598 | $1.38 億 | 2.1% | −5,078−1.3% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 656,148 | $1.38 億 | 2.1% | −7,467−1.1% | 減碼 | 歷史 |
| CBRECbre Group, Inc. | CL A | 1,178,894 | $1.47 億 | 2.2% | −19,211−1.6% | 減碼 | 歷史 |
| BLDRBuilders FirstSource, Inc. | Stock | 836,985 | $1.62 億 | 2.4% | −34,890−4.0% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 1,030,813 | $1.72 億 | 2.6% | −13,385−1.3% | 減碼 | 歷史 |
| AZOAutoZone Inc | COM | 57,891 | $1.82 億 | 2.7% | −446−0.8% | 減碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 298,994 | $1.85 億 | 2.8% | −3,333−1.1% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 467,966 | $1.90 億 | 2.8% | −5,918−1.2% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 347,677 | $2.03 億 | 3.0% | −4,431−1.3% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 438,811 | $2.17 億 | 3.3% | −4,341−1.0% | 減碼 | 歷史 |
| BXBlackstone Inc. | COM | 1,471,931 | $2.25 億 | 3.4% | −90,242−5.8% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 1,221,789 | $2.28 億 | 3.4% | +15,608+1.3% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 2,402,783 | $2.92 億 | 4.4% | +13,883+0.6% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 873,738 | $3.76 億 | 5.6% | −16,502−1.9% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 1,764,354 | $4.11 億 | 6.2% | −15,770−0.9% | 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。
| 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 Corp | COM | 139,945 | $4,301 萬 | 0.7% | 歷史 |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 7,105 | $80.6 萬 | <0.1% | – |
| Invesco Exchange Traded FD T46137V266 | S&P500 PUR GWT | 16,390 | $61.1 萬 | <0.1% | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 9,676 | $46.6 萬 | <0.1% | – |
| LRCXLam Research Corp | COM | 436 | $46.4 萬 | <0.1% | 歷史 |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 5,151 | $45.4 萬 | <0.1% | – |
| SPDR Series Trust78464A672 | ST INTER ETF | 12,434 | $34.8 萬 | <0.1% | – |
| WRKWestRock Co | COM | 6,820 | $34.3 萬 | <0.1% | 歷史 |
| DBCInvesco DB Commodity Index Tracking Fund | UNIT | 14,000 | $32.5 萬 | <0.1% | 歷史 |
| CFCF Industries Holdings, Inc. | COM | 4,072 | $30.2 萬 | <0.1% | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 2,987 | $27.6 萬 | <0.1% | 歷史 |
| EOSEEos Energy Enterprises, Inc. | COM CL A | 195,000 | $24.8 萬 | <0.1% | 歷史 |
| MAINMain Street Capital CORP | CEF | 4,693 | $23.7 萬 | <0.1% | 歷史 |
| RENEFCartesian Growth Corp II | CLASS A ORD | 10,998 | $12.4 萬 | <0.1% | 歷史 |
| MCRBSeres Therapeutics, Inc. | COM | 25,000 | $1.81 萬 | <0.1% | 歷史 |
| DNAGinkgo Bioworks Holdings, Inc. | CL A SHS | 23,111 | $7,726 | <0.1% | 歷史 |
| 99 Acquisition Group Inc65445K127 | RIGHT 08/25/2028 | 10,300 | $2,781 | <0.1% | – |
| 99 Acquisition Group Inc65445K119 | *W EXP 08/25/202 | 10,300 | $340 | <0.1% | – |