Evercore Wealth Management, LLC
- SEC CIK
- 0001482689
- 最新申報
- 2026/8/14
2024 年第 4 季持倉
持倉截至 2024/12/31，2025/2/14 申報。只含多頭部位，變化是跟 2024 年第 3 季比股數。
- 持股檔數
- 417
- 較 2024 年第 3 季 0
- 總值
- $66.8 億
- 較 2024 年第 3 季 +$906.5 萬 (+0.1%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| CAPNRCayson Acquisition Corp | RIGHT 99/99/9999 | 13,000 | $1,560 | <0.1% | +13,000 | 新進 | 歷史 |
| CHGGChegg, Inc | COM | 13,688 | $2.20 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PLUGPlug Power Inc | Stock | 20,000 | $4.26 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BLNDBlend Labs, Inc. | CL A | 11,190 | $4.71 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MGNXMacrogenics Inc | COM | 17,543 | $5.70 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GSATGlobalstar, Inc. | COM | 40,000 | $8.28 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| WBAWalgreens Boots Alliance, Inc. | COM | 10,791 | $10.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ROIVRoivant Sciences Ltd. | SHS | 10,000 | $11.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CAPNCayson Acquisition Corp | SHS | 13,000 | $13.1 萬 | <0.1% | +13,000 | 新進 | 歷史 |
| Agriculture & Nat Sol Acq CoG0131Y100 | SHS CL A | 12,689 | $13.3 萬 | <0.1% | 00.0% | 不變 | – |
| LEGTLegato Merger Corp. III | ORD SHS | 14,300 | $14.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ALFCenturion Acquisition Corp. | SHS CL A | 15,400 | $15.6 萬 | <0.1% | +15,400 | 新進 | 歷史 |
| JOBYJoby Aviation, Inc. | COMMON STOCK | 22,492 | $18.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| HYACHaymaker Acquisition Corp V | CLASS A | 17,780 | $19.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 2,705 | $20.0 萬 | <0.1% | +2,705 | 新進 | 歷史 |
| WisdomTree Tr97717W422 | INDIA ERNGS FD | 4,475 | $20.3 萬 | <0.1% | 00.0% | 不變 | – |
| DDominion Energy, Inc | Stock | 3,762 | $20.3 萬 | <0.1% | −1,401−27.1% | 減碼 | 歷史 |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 7,335 | $20.3 萬 | <0.1% | 00.0% | 不變依 3 比 1 拆股換算 | – |
| iShares Tr464288661 | 3 7 YR TREAS BD | 1,760 | $20.3 萬 | <0.1% | 00.0% | 不變 | – |
| NOCNorthrop Grumman Corp | Stock | 436 | $20.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SNOWSnowflake Inc. | Stock | 1,326 | $20.5 萬 | <0.1% | +1,326 | 新進 | 歷史 |
| Schwab Fundamental International Equity ETF808524755 | ETF | 6,186 | $20.5 萬 | <0.1% | +6,186 | 新進 | – |
| SOLVSolventum Corp | Stock | 3,122 | $20.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Invesco Exchange Traded FD T46137V688 | NEXT GEN CON ETF | 2,000 | $21.0 萬 | <0.1% | 00.0% | 不變 | – |
| METMetlife Inc | Stock | 2,570 | $21.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CTVACorteva, Inc. | Stock | 3,816 | $21.7 萬 | <0.1% | −5−0.1% | 減碼 | 歷史 |
| PWRQuanta Services, Inc. | COM | 689 | $21.8 萬 | <0.1% | +689 | 新進 | 歷史 |
| LABStandard Biotools Inc. | COM | 125,000 | $21.9 萬 | <0.1% | +125,000 | 新進 | 歷史 |
| BIPBrookfield Infrastructure Partners L.P. | LP INT UNIT | 6,896 | $21.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| KRKroger Co | Stock | 3,588 | $21.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| WLYJohn Wiley & Sons, Inc. | CL A | 5,060 | $22.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ETREntergy Corp | COM | 2,926 | $22.2 萬 | <0.1% | +2,926 | 新進 | 歷史 |
| iShares Tr46435G326 | CORE MSCI INTL | 3,491 | $22.5 萬 | <0.1% | +3,491 | 新進 | – |
| SWSmurfit Westrock plc | Stock | 4,195 | $22.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ELVElevance Health, Inc. | Stock | 615 | $22.7 萬 | <0.1% | −101−14.1% | 減碼 | 歷史 |
| WSMWilliams Sonoma Inc | COM | 1,256 | $23.3 萬 | <0.1% | +1,256 | 新進 | 歷史 |
| COLBColumbia Banking System, Inc. | COM | 8,647 | $23.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 4,830 | $23.4 萬 | <0.1% | 00.0% | 不變 | – |
| XYLXylem Inc. | COM | 2,037 | $23.6 萬 | <0.1% | +261+14.7% | 加碼 | 歷史 |
| AAgilent Technologies, Inc. | COM | 1,763 | $23.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NVRNVR Inc | COM | 29 | $23.7 萬 | <0.1% | +4+16.0% | 加碼 | 歷史 |
| HSICHenry Schein Inc | COM | 3,449 | $23.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| RKLBRocket Lab Corp | COM | 9,495 | $24.2 萬 | <0.1% | +9,495 | 新進 | 歷史 |
| HIGHartford Insurance Group, Inc. | Stock | 2,213 | $24.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| HEHawaiian Electric Industries Inc | COM | 25,000 | $24.3 萬 | <0.1% | +25,000 | 新進 | 歷史 |
| GGGGraco Inc | COM | 2,888 | $24.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LHLabcorp Holdings Inc. | Stock | 1,070 | $24.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| J P Morgan Exchange Traded F46641Q225 | BETA CDA ETF NEW | 3,487 | $24.6 萬 | <0.1% | +3,487 | 新進 | – |
| iShares Select U.S. REIT ETF464287564 | ETF | 4,101 | $24.7 萬 | <0.1% | 00.0% | 不變 | – |
| HOODRobinhood Markets, Inc. | Stock | 6,691 | $24.9 萬 | <0.1% | +6,691 | 新進 | 歷史 |
| UBERUber Technologies, Inc | Stock | 4,161 | $25.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| WEXWEX Inc. | COM | 1,432 | $25.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SPDR Index Shs FDS78463X202 | ST STR EU 50 ETF | 5,230 | $25.2 萬 | <0.1% | 00.0% | 不變 | – |
| NETDNabors Energy Transition Corp. II | CL A | 23,480 | $25.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CEGConstellation Energy Corp | Stock | 1,143 | $25.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| State Street SPDR Portfolio S&P 500 High Dividend ETF78468R788 | ETF | 5,969 | $25.8 萬 | <0.1% | 00.0% | 不變 | – |
| Vanguard Scottsdale FDS92206C680 | VNG RUS1000GRW | 2,516 | $26.0 萬 | <0.1% | +2,516 | 新進 | – |
| AMTMAmentum Holdings, Inc. | COM | 12,399 | $26.1 萬 | <0.1% | −77−0.6% | 減碼 | 歷史 |
| JCIJohnson Controls International plc | Stock | 3,306 | $26.1 萬 | <0.1% | +2+0.1% | 加碼 | 歷史 |
| SIVRabrdn Silver ETF Trust | PHYSCL SILVR SHS | 9,500 | $26.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 2,955 | $26.2 萬 | <0.1% | 00.0% | 不變 | – |
| PINSPinterest, Inc. | CL A | 9,050 | $26.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr46434V613 | CORE UNIVRSL USD | 5,811 | $26.3 萬 | <0.1% | 00.0% | 不變 | – |
| VMCVulcan Materials CO | COM | 1,038 | $26.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 2,516 | $26.9 萬 | <0.1% | 00.0% | 不變 | – |
| TPRTapestry, Inc. | COM | 4,129 | $27.0 萬 | <0.1% | +4,129 | 新進 | 歷史 |
| SLGSL Green Realty Corp | COM | 3,972 | $27.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CSLCarlisle Companies Inc | COM | 736 | $27.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DGXQuest Diagnostics Inc | COM | 1,805 | $27.2 萬 | <0.1% | −75−4.0% | 減碼 | 歷史 |
| OKEONEOK Inc | COM | 2,739 | $27.5 萬 | <0.1% | +422+18.2% | 加碼 | 歷史 |
| ADSKAutodesk, Inc. | COM | 943 | $27.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Scottsdale FDS92206C664 | VNG RUS2000IDX | 3,122 | $27.9 萬 | <0.1% | −103−3.2% | 減碼 | – |
| SXTSensient Technologies Corp | COM | 4,000 | $28.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DOWDow Inc. | Stock | 7,260 | $29.1 萬 | <0.1% | +13+0.2% | 加碼 | 歷史 |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 13,031 | $29.9 萬 | <0.1% | 00.0% | 不變 | – |
| BNYBank of New York Mellon Corp | Stock | 3,913 | $30.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 5,197 | $30.1 萬 | <0.1% | +5,197 | 新進 | – |
| MUMicron Technology Inc | Stock | 3,652 | $30.7 萬 | <0.1% | +10.0% | 加碼 | 歷史 |
| iShares Tr464288166 | AGENCY BOND ETF | 2,885 | $31.1 萬 | <0.1% | 00.0% | 不變 | – |
| BAXBaxter International Inc | Stock | 10,693 | $31.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| EMNEastman Chemical Co | Stock | 3,429 | $31.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AESAES Corp | Stock | 24,394 | $31.4 萬 | <0.1% | +4,553+22.9% | 加碼 | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 2,407 | $31.8 萬 | <0.1% | 00.0% | 不變 | – |
| ACGLArch Capital Group Ltd. | Stock | 3,450 | $31.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SNPSSynopsys Inc | COM | 659 | $32.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Amplify ETF Tr032108664 | AMPLIFY CYBERSEC | 4,360 | $32.5 萬 | <0.1% | 00.0% | 不變 | – |
| AEEAmeren Corp | COM | 3,653 | $32.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BIIBBiogen Inc. | COM | 2,142 | $32.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CCitigroup Inc | Stock | 4,663 | $32.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TECHBIO-TECHNE Corp | COM | 4,561 | $32.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BAMBrookfield Asset Management Ltd. | CL A LMT VTG SHS | 6,196 | $33.6 萬 | <0.1% | −726−10.5% | 減碼 | 歷史 |
| SSNCSS&C Technologies Holdings Inc | COM | 4,460 | $33.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 1,712 | $33.9 萬 | <0.1% | −173−9.2% | 減碼 | – |
| CRWDCrowdStrike Holdings, Inc. | Stock | 1,015 | $34.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MKLMarkel Group Inc. | COM | 203 | $35.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 10,182 | $35.2 萬 | <0.1% | 00.0% | 不變 | – |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 3,342 | $35.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 3,918 | $36.1 萬 | <0.1% | +46+1.2% | 加碼 | 歷史 |
| ACHRArcher Aviation Inc. | Stock | 37,250 | $36.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SPOTSpotify Technology S.A. | Stock | 825 | $36.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
2024 年第 3 季之後清倉（24 檔）
2024 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 3 季股數 | 2024 年第 3 季市值 | 2024 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| CVSCVS Health Corp | Stock | 30,246 | $190.2 萬 | <0.1% | 歷史 |
| CRLCharles River Laboratories International, Inc. | COM | 5,000 | $98.5 萬 | <0.1% | 歷史 |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 6,116 | $38.0 萬 | <0.1% | – |
| TFXTeleflex Inc | COM | 1,370 | $33.9 萬 | <0.1% | 歷史 |
| Janus Detroit STR Tr47103U845 | HENDRSON AAA CL | 6,000 | $30.5 萬 | <0.1% | – |
| HSYHershey Co | COM | 1,513 | $29.0 萬 | <0.1% | 歷史 |
| TTDTrade Desk, Inc. | Stock | 2,489 | $27.3 萬 | <0.1% | 歷史 |
| CMGChipotle Mexican Grill Inc | COM | 4,209 | $24.3 萬 | <0.1% | 歷史 |
| ALTMArcadium Lithium plc | Stock | 84,075 | $24.0 萬 | <0.1% | 歷史 |
| HALOHalozyme Therapeutics, Inc. | COM | 4,143 | $23.7 萬 | <0.1% | 歷史 |
| SRESempra | Stock | 2,816 | $23.6 萬 | <0.1% | 歷史 |
| VLTOVeralto Corp | Stock | 2,036 | $22.8 萬 | <0.1% | 歷史 |
| CPCanadian Pacific Kansas City Ltd | COM | 2,651 | $22.7 萬 | <0.1% | 歷史 |
| GPCGenuine Parts Co | Stock | 1,615 | $22.6 萬 | <0.1% | 歷史 |
| Vanguard Health Care ETF92204A504 | ETF | 788 | $22.2 萬 | <0.1% | – |
| CNICanadian National Railway Co | Stock | 1,883 | $22.1 萬 | <0.1% | 歷史 |
| CTASCintas Corp | Stock | 1,048 | $21.6 萬 | <0.1% | 歷史 |
| ACUAcme United Corp | COM | 5,100 | $21.2 萬 | <0.1% | 歷史 |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 2,598 | $21.0 萬 | <0.1% | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 2,045 | $20.7 萬 | <0.1% | – |
| RCIRogers Communications Inc | CL B | 5,150 | $20.7 萬 | <0.1% | 歷史 |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 4,622 | $20.6 萬 | <0.1% | – |
| Invesco Exch Traded FD Tr II46138E537 | NATL AMT MUNI | 8,393 | $20.3 萬 | <0.1% | – |
| NUENucor Corp | COM | 1,336 | $20.1 萬 | <0.1% | 歷史 |