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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 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。

機構總覽
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%)
申報日
2025/2/14
SEC
Evercore Wealth Management, LLC 在 2024 年第 4 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
ALLAllstate CorpStock1,915$36.9 萬<0.1%00.0%不變歷史
Vanguard Index FDS922908652EXTEND MKT ETF1,956$37.2 萬<0.1%00.0%不變–
VanEck ETF Trust92189F106GOLD MINERS ETF10,988$37.3 萬<0.1%00.0%不變–
RSGRepublic Services, Inc.COM1,871$37.6 萬<0.1%−12−0.6%減碼歷史
LRCXLam Research CorpStock5,264$38.0 萬<0.1%+5,264新進歷史
URIUnited Rentals, Inc.COM540$38.0 萬<0.1%00.0%不變歷史
FDXFedEx CorpStock1,362$38.3 萬<0.1%−14−1.0%減碼歷史
VanEck ETF Trust92189F791JUNIOR GOLD MINE8,975$38.4 萬<0.1%00.0%不變–
SOFISoFi Technologies, Inc.Stock25,000$38.5 萬<0.1%00.0%不變歷史
KKRKKR & Co. Inc.COM2,617$38.7 萬<0.1%+2+0.1%加碼歷史
VanEck Semiconductor ETF92189F676ETF1,600$38.7 萬<0.1%00.0%不變–
WTMWhite Mountains Insurance Group LtdCOM200$38.9 萬<0.1%00.0%不變歷史
WWDWoodward, Inc.COM2,359$39.3 萬<0.1%00.0%不變歷史
ROKRockwell Automation, IncStock1,377$39.4 萬<0.1%00.0%不變歷史
TELTE Connectivity plcStock2,776$39.7 萬<0.1%+10.0%加碼歷史
MPCMarathon Petroleum CorpStock2,865$40.0 萬<0.1%00.0%不變歷史
RJFRaymond James Financial IncCOM2,628$40.8 萬<0.1%−100−3.7%減碼歷史
EXPEExpedia Group, Inc.Stock2,207$41.1 萬<0.1%00.0%不變歷史
KVUEKenvue Inc.Stock19,456$41.5 萬<0.1%+21+0.1%加碼歷史
CMICummins IncStock1,234$43.0 萬<0.1%00.0%不變歷史
WBSWebster Financial CorpCOM7,946$43.9 萬<0.1%00.0%不變歷史
CMECME Group Inc.COM1,892$43.9 萬<0.1%00.0%不變歷史
SHOPShopify Inc.Stock4,145$44.1 萬<0.1%+5+0.1%加碼歷史
WABWestinghouse Air Brake Technologies CorpStock2,335$44.3 萬<0.1%00.0%不變歷史
iShares Russell Mid-Cap Growth ETF464287481ETF3,499$44.3 萬<0.1%00.0%不變–
Vanguard Intl Equity Index F922042874FTSE EUROPE ETF6,995$44.4 萬<0.1%−186−2.6%減碼–
ANAutonation, Inc.COM2,618$44.5 萬<0.1%00.0%不變歷史
PRMPerimeter Solutions, Inc.COMMON STOCK35,000$44.7 萬<0.1%−30,000−46.2%減碼歷史
BALLBALL CorpCOM8,183$45.1 萬<0.1%00.0%不變歷史
BBYBest Buy Co IncStock5,300$45.5 萬<0.1%+45+0.9%加碼歷史
iShares Tr464288414NATIONAL MUN ETF4,334$46.2 萬<0.1%−368−7.8%減碼–
Schwab Fundamental U.S. Small Company ETF808524763ETF15,565$46.2 萬<0.1%+15,565新進–
GBTCGrayscale Bitcoin Trust ETFETF6,250$46.3 萬<0.1%00.0%不變歷史
STTState Street CorpCOM4,770$46.8 萬<0.1%−4,000−45.6%減碼歷史
Schwab US Dividend Equity ETF808524797ETF17,209$47.0 萬<0.1%+9,670+128.3%加碼依 3 比 1 拆股換算–
KLACKLA CorpCOM NEW752$47.4 萬<0.1%00.0%不變歷史
EVREvercore Inc.CLASS A1,720$47.7 萬<0.1%00.0%不變歷史
MLMMartin Marietta Materials IncCOM928$47.9 萬<0.1%00.0%不變歷史
TTTrane Technologies plcSHS1,316$48.6 萬<0.1%00.0%不變歷史
APDAir Products & Chemicals, Inc.Stock1,685$48.9 萬<0.1%00.0%不變歷史
CSXCSX CorpStock15,233$49.2 萬<0.1%00.0%不變歷史
DLRDigital Realty Trust, Inc.COM2,792$49.5 萬<0.1%−23−0.8%減碼歷史
AMRAlpha Metallurgical Resources, Inc.COM2,500$50.0 萬<0.1%00.0%不變歷史
EXEExpand Energy CorpCOM5,035$50.1 萬<0.1%+5,035新進歷史
GISGeneral Mills IncStock7,886$50.3 萬<0.1%+145+1.9%加碼歷史
NSCNorfolk Southern CorpStock2,143$50.3 萬<0.1%00.0%不變歷史
Vanguard High Dividend Yield Index ETF921946406ETF3,981$50.8 萬<0.1%00.0%不變–
Vanguard Morningstar Value ETF922908744ETF3,025$51.2 萬<0.1%00.0%不變–
RNRRenaissancere Holdings LtdCOM2,067$51.4 萬<0.1%−3−0.1%減碼歷史
AWKAmerican Water Works Company, Inc.Stock4,300$53.5 萬<0.1%00.0%不變歷史
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM9,334$53.7 萬<0.1%00.0%不變–
SLBSLB LimitedStock14,066$53.9 萬<0.1%+2,520+21.8%加碼歷史
IFFInternational Flavors & Fragrances IncCOM6,390$54.0 萬<0.1%00.0%不變歷史
TFCTruist Financial CorpCOM12,603$54.7 萬<0.1%00.0%不變歷史
ISRGIntuitive Surgical IncCOM NEW1,049$54.8 萬<0.1%00.0%不變歷史
CORCencora, Inc.Stock2,440$54.8 萬<0.1%+10.0%加碼歷史
APOApollo Global Management, Inc.COM3,331$55.0 萬<0.1%+10.0%加碼歷史
iShares Russell 2000 Growth ETF464287648ETF1,932$55.6 萬<0.1%00.0%不變–
AMPAmeriprise Financial IncCOM1,065$56.7 萬<0.1%00.0%不變歷史
iShares Tr464288885EAFE GRWTH ETF5,877$56.9 萬<0.1%−4,723−44.6%減碼–
MSCIMSCI Inc.Stock999$59.9 萬<0.1%00.0%不變歷史
GBDCGolub Capital BDC, Inc.COM40,250$61.0 萬<0.1%00.0%不變歷史
Dimensional World Ex U.S. Core Equity 2 ETF25434V880ETF25,000$62.1 萬<0.1%00.0%不變–
MOAltria Group, Inc.Stock11,956$62.5 萬<0.1%+20.0%加碼歷史
VRSKVerisk Analytics, Inc.COM2,271$62.6 萬<0.1%+10.0%加碼歷史
INTUIntuit Inc.Stock1,001$62.9 萬<0.1%00.0%不變歷史
CICigna GroupStock2,280$63.0 萬<0.1%00.0%不變歷史
DHIHorton D R IncCOM4,572$63.9 萬<0.1%00.0%不變歷史
PSAPublic StorageCOM2,163$64.8 萬<0.1%−73−3.3%減碼歷史
COINCoinbase Global, Inc.COM CL A2,770$68.8 萬<0.1%−243−8.1%減碼歷史
IMXIInternational Money Express, Inc.COM33,158$69.1 萬<0.1%−121−0.4%減碼歷史
Vanguard Real Estate ETF922908553ETF7,826$69.7 萬<0.1%00.0%不變–
PANWPalo Alto Networks IncStock3,888$70.7 萬<0.1%+760+24.3%加碼依 2 比 1 拆股換算歷史
EDConsolidated Edison IncStock8,040$71.7 萬<0.1%−1,512−15.8%減碼歷史
DIASPDR Dow Jones Industrial Average ETF TrustUT SER 11,712$72.8 萬<0.1%00.0%不變歷史
DDDuPont de Nemours, Inc.COM9,555$72.9 萬<0.1%00.0%不變歷史
MCOMoodys CorpStock1,540$72.9 萬<0.1%+1+0.1%加碼歷史
MKCMcCormick & Co IncStock9,598$73.2 萬<0.1%00.0%不變歷史
VRTXVertex Pharmaceuticals IncStock1,823$73.4 萬<0.1%−50−2.7%減碼歷史
CTSHCognizant Technology Solutions CorpCL A9,791$75.3 萬<0.1%−198−2.0%減碼歷史
STESTERIS plcSHS USD3,696$76.0 萬<0.1%00.0%不變歷史
State Street SPDR S&P Biotech ETF78464A870ETF8,492$76.5 萬<0.1%00.0%不變–
GWWW.W. Grainger, Inc.Stock731$77.1 萬<0.1%+50+7.3%加碼歷史
MSIMotorola Solutions, Inc.Stock1,680$77.7 萬<0.1%+1+0.1%加碼歷史
LINLinde PLCStock1,861$77.9 萬<0.1%+45+2.5%加碼歷史
iShares Tr464287630RUS 2000 VAL ETF4,749$78.0 萬<0.1%−78−1.6%減碼–
SPHSuburban Propane Partners LPUNIT LTD PARTN45,438$78.2 萬<0.1%00.0%不變歷史
Invesco Exchange Traded FD T46137V613RAFI US 1000 ETF19,904$80.3 萬<0.1%00.0%不變–
ANETArista Networks, Inc.Stock7,307$80.8 萬<0.1%00.0%不變依 4 比 1 拆股換算歷史
GLWCorning IncCOM17,248$82.0 萬<0.1%−79−0.5%減碼歷史
iShares Tr464287234MSCI EMG MKT ETF19,987$83.6 萬<0.1%−6,094−23.4%減碼–
BDXBecton Dickinson & CoStock3,708$84.1 萬<0.1%−126−3.3%減碼歷史
IBITiShares Bitcoin Trust ETFETF17,046$90.4 萬<0.1%+3,546+26.3%加碼歷史
REGNRegeneron Pharmaceuticals, Inc.COM1,302$92.7 萬<0.1%−3−0.2%減碼歷史
GEVGE Vernova Inc.Stock2,869$94.4 萬<0.1%+10.0%加碼歷史
DEDeere & CoStock2,238$94.8 萬<0.1%+10.0%加碼歷史
BSXBoston Scientific CorpStock10,651$95.1 萬<0.1%+50.0%加碼歷史
SLViShares Silver TrustETF36,958$97.3 萬<0.1%00.0%不變歷史
BKNGBooking Holdings Inc.Stock197$97.9 萬<0.1%00.0%不變歷史
TPLTexas Pacific Land CorpStock906$100.2 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。

Evercore Wealth Management, LLC 在 2024 年第 3 季之後清倉的部位
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 CorpStock30,246$190.2 萬<0.1%歷史
CRLCharles River Laboratories International, Inc.COM5,000$98.5 萬<0.1%歷史
Dimensional ETF Trust25434V401US EQUI MARK ETF6,116$38.0 萬<0.1%–
TFXTeleflex IncCOM1,370$33.9 萬<0.1%歷史
Janus Detroit STR Tr47103U845HENDRSON AAA CL6,000$30.5 萬<0.1%–
HSYHershey CoCOM1,513$29.0 萬<0.1%歷史
TTDTrade Desk, Inc.Stock2,489$27.3 萬<0.1%歷史
CMGChipotle Mexican Grill IncCOM4,209$24.3 萬<0.1%歷史
ALTMArcadium Lithium plcStock84,075$24.0 萬<0.1%歷史
HALOHalozyme Therapeutics, Inc.COM4,143$23.7 萬<0.1%歷史
SRESempraStock2,816$23.6 萬<0.1%歷史
VLTOVeralto CorpStock2,036$22.8 萬<0.1%歷史
CPCanadian Pacific Kansas City LtdCOM2,651$22.7 萬<0.1%歷史
GPCGenuine Parts CoStock1,615$22.6 萬<0.1%歷史
Vanguard Health Care ETF92204A504ETF788$22.2 萬<0.1%–
CNICanadian National Railway CoStock1,883$22.1 萬<0.1%歷史
CTASCintas CorpStock1,048$21.6 萬<0.1%歷史
ACUAcme United CorpCOM5,100$21.2 萬<0.1%歷史
State Street Utilities Select Sector SPDR ETF81369Y886ETF2,598$21.0 萬<0.1%–
iShares Core U.S. Aggregate Bond ETF464287226ETF2,045$20.7 萬<0.1%–
RCIRogers Communications IncCL B5,150$20.7 萬<0.1%歷史
State Street Real Estate Select Sector SPDR ETF81369Y860ETF4,622$20.6 萬<0.1%–
Invesco Exch Traded FD Tr II46138E537NATL AMT MUNI8,393$20.3 萬<0.1%–
NUENucor CorpCOM1,336$20.1 萬<0.1%歷史