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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
Invesco Exchange Traded FD T46137V738LARGE CAP VALUE17,782$101.1 萬<0.1%00.0%不變–
State Street SPDR S&P Aerospace & Defense ETF78464A631ETF6,123$101.5 萬<0.1%−800−11.6%減碼–
SOSouthern CoStock12,444$102.4 萬<0.1%−111−0.9%減碼歷史
Schwab U.S. Large-Cap Growth ETF808524300ETF37,120$103.5 萬<0.1%−2,448−6.2%減碼依 4 比 1 拆股換算–
ENBEnbridge IncStock24,828$105.3 萬<0.1%00.0%不變歷史
DPZDominos Pizza IncCOM2,534$106.4 萬<0.1%−86−3.3%減碼歷史
AMDAdvanced Micro Devices IncStock8,922$107.8 萬<0.1%00.0%不變歷史
LHXL3HARRIS Technologies, Inc.Stock5,140$108.1 萬<0.1%00.0%不變歷史
VZVerizon Communications IncStock27,893$111.5 萬<0.1%00.0%不變歷史
TDGTransDigm Group INCCOM906$114.8 萬<0.1%00.0%不變歷史
Vanguard S&P 500 Value ETF921932703ETF6,304$116.3 萬<0.1%00.0%不變–
State Street Energy Select Sector SPDR ETF81369Y506ETF13,709$117.4 萬<0.1%−5,725−29.5%減碼–
iShares Core MSCI Emerging Markets ETF46434G103ETF22,896$119.6 萬<0.1%+103+0.5%加碼–
WisdomTree Tr97717W109US TOTAL DIVIDND15,781$119.7 萬<0.1%00.0%不變–
KMBKimberly Clark CorpStock9,335$122.3 萬<0.1%00.0%不變歷史
ADIAnalog Devices IncStock5,772$122.6 萬<0.1%00.0%不變歷史
ETNEaton Corp plcStock3,814$126.6 萬<0.1%00.0%不變歷史
PAYXPaychex IncStock9,078$127.3 萬<0.1%00.0%不變歷史
USBUS Bancorp DECOM NEW26,638$127.4 萬<0.1%−147−0.5%減碼歷史
NOWServiceNow, Inc.Stock1,232$130.6 萬<0.1%00.0%不變歷史
JEFJefferies Financial Group Inc.COM16,663$130.6 萬<0.1%−1,270−7.1%減碼歷史
EQIXEquinix IncCOM1,431$134.9 萬<0.1%00.0%不變歷史
COPConocoPhillipsStock13,620$135.1 萬<0.1%+159+1.2%加碼歷史
GDGeneral Dynamics CorpStock5,187$136.7 萬<0.1%−76−1.4%減碼歷史
DOVDOVER CorpCOM7,333$137.6 萬<0.1%00.0%不變歷史
Vanguard Total World Stock ETF922042742ETF11,737$137.9 萬<0.1%+345+3.0%加碼–
GILDGilead Sciences, Inc.Stock14,950$138.1 萬<0.1%+20.0%加碼歷史
AJGArthur J. Gallagher & Co.COM4,887$138.7 萬<0.1%+10.0%加碼歷史
iShares Tr464287689RUSSELL 3000 ETF4,192$140.1 萬<0.1%−75−1.8%減碼–
COFCapital One Financial CorpStock7,963$142.0 萬<0.1%−3,000−27.4%減碼歷史
WMWaste Management IncStock7,105$143.4 萬<0.1%00.0%不變歷史
PSXPhillips 66Stock12,624$143.8 萬<0.1%00.0%不變歷史
KMIKinder Morgan, Inc.Stock53,090$145.5 萬<0.1%+53,090新進歷史
Invesco Exchange Traded FD T46137V597RAFI US 150035,020$145.7 萬<0.1%00.0%不變–
DBX ETF Tr233051200XTRACK MSCI EAFE35,624$147.5 萬<0.1%00.0%不變–
iShares Core High Dividend ETF46429B663ETF13,339$149.7 萬<0.1%−232−1.7%減碼–
AYIAcuity Inc. (DE)Stock5,362$156.6 萬<0.1%−505−8.6%減碼歷史
CMCSAComcast CorpStock41,899$157.2 萬<0.1%−768−1.8%減碼歷史
INTCIntel CorpStock80,710$161.8 萬<0.1%−4,881−5.7%減碼歷史
iShares Tr464288802ESG OPTIMIZED13,512$164.3 萬<0.1%00.0%不變–
PNCPNC Financial Services Group, Inc.Stock8,532$164.5 萬<0.1%+152+1.8%加碼歷史
BMYBristol Myers Squibb CoStock29,208$165.2 萬<0.1%−667−2.2%減碼歷史
SYYSysco CorpStock21,760$166.4 萬<0.1%00.0%不變歷史
JJacobs Solutions Inc.COM12,476$166.7 萬<0.1%00.0%不變歷史
BNBROOKFIELD CorpCL A LTD VT SH29,462$169.3 萬<0.1%−907−3.0%減碼歷史
BABoeing CoStock9,648$170.8 萬<0.1%−1,395−12.6%減碼歷史
MRSHMarsh & McLennan Companies, Inc.Stock8,096$172.0 萬<0.1%−2,153−21.0%減碼歷史
iShares S&P 100 ETF464287101ETF6,020$173.9 萬<0.1%−10−0.2%減碼–
GEGeneral Electric CoStock10,436$174.1 萬<0.1%+6+0.1%加碼歷史
PHParker-Hannifin CorpStock2,753$175.1 萬<0.1%00.0%不變歷史
State Street Materials Select Sector SPDR ETF81369Y100ETF21,103$177.6 萬<0.1%−50−0.2%減碼–
MMM3M CoStock13,770$177.8 萬<0.1%00.0%不變歷史
NXPINXP Semiconductors N.V.COM8,569$178.1 萬<0.1%00.0%不變歷史
SPGIS&P Global Inc.Stock3,604$179.5 萬<0.1%−176−4.7%減碼歷史
DELLDell Technologies Inc.Stock16,001$184.4 萬<0.1%00.0%不變歷史
YUMYum Brands IncStock13,939$187.0 萬<0.1%−113−0.8%減碼歷史
State Street Consumer Staples Select Sector SPDR ETF81369Y308ETF23,866$187.6 萬<0.1%00.0%不變–
MDLZMondelez International, Inc.Stock31,427$187.7 萬<0.1%−894−2.8%減碼歷史
TGTTarget CorpStock14,055$190.0 萬<0.1%−60−0.4%減碼歷史
iShares Select Dividend ETF464287168ETF14,488$190.2 萬<0.1%00.0%不變–
iShares Tr464288182MSCI AC ASIA ETF26,442$190.9 萬<0.1%00.0%不變–
SPDR Series Trust78468R556SP O&G EXPL PRO14,735$195.0 萬<0.1%−1,283−8.0%減碼–
Vanguard Information Technology ETF92204A702ETF3,175$197.4 萬<0.1%−25−0.8%減碼–
MARMarriott International IncStock7,168$199.9 萬<0.1%00.0%不變歷史
SONSonoco Products CoCOM41,446$202.5 萬<0.1%−11,745−22.1%減碼歷史
ZTSZoetis Inc.Stock12,762$207.9 萬<0.1%−449−3.4%減碼歷史
MDTMedtronic plcStock26,451$211.3 萬<0.1%−410−1.5%減碼歷史
iShares Core MSCI Eafe ETF46432F842ETF30,079$211.4 萬<0.1%+23+0.1%加碼–
LMTLockheed Martin CorpStock4,375$212.6 萬<0.1%+20+0.5%加碼歷史
State Street Industrial Select Sector SPDR ETF81369Y704ETF17,132$225.7 萬<0.1%−900−5.0%減碼–
ATRAptargroup, Inc.Stock14,377$225.9 萬<0.1%−500−3.4%減碼歷史
iShares Russell 1000 Value ETF464287598ETF12,287$227.5 萬<0.1%−308−2.4%減碼–
Vanguard Dividend Appreciation ETF921908844ETF12,387$242.6 萬<0.1%+2,144+20.9%加碼–
State Street Communication Services Select Sector SPDR ETF81369Y852ETF25,098$243.0 萬<0.1%−2,207−8.1%減碼–
IDXXIDEXX Laboratories IncCOM5,951$246.0 萬<0.1%−4−0.1%減碼歷史
OTISOtis Worldwide CorpStock27,468$254.4 萬<0.1%−40.0%減碼歷史
TMUST-Mobile US, Inc.Stock11,538$254.7 萬<0.1%−2,000−14.8%減碼歷史
CLColgate Palmolive CoStock28,248$256.8 萬<0.1%−100−0.4%減碼歷史
WFCWells Fargo & CompanyStock36,995$259.9 萬<0.1%−209−0.6%減碼歷史
ICEIntercontinental Exchange, Inc.Stock17,601$262.3 萬<0.1%−210−1.2%減碼歷史
TRVTravelers Companies, Inc.Stock10,914$262.9 萬<0.1%+9+0.1%加碼歷史
State Street Consumer Discretionary Select Sector SPDR ETF81369Y407ETF11,752$263.7 萬<0.1%−330−2.7%減碼–
DUKDuke Energy CORPStock24,983$269.2 萬<0.1%−584−2.3%減碼歷史
iShares Russell Midcap ETF464287499ETF32,197$284.6 萬<0.1%−3,028−8.6%減碼–
PLTRPalantir Technologies Inc.Stock38,186$288.8 萬<0.1%00.0%不變歷史
PMPhilip Morris International Inc.Stock24,943$300.2 萬<0.1%+10.0%加碼歷史
GSGoldman Sachs Group IncStock5,246$300.4 萬<0.1%00.0%不變歷史
MTDMettler Toledo International IncCOM2,459$300.9 萬<0.1%−65−2.6%減碼歷史
CSRCenterspaceCOM46,771$309.4 萬<0.1%00.0%不變歷史
SBUXStarbucks CorpStock34,203$312.1 萬<0.1%−1,935−5.4%減碼歷史
iShares S&P 500 Value ETF464287408ETF17,362$331.4 萬<0.1%+2,812+19.3%加碼–
ORLYO Reilly Automotive IncStock2,827$335.2 萬0.1%00.0%不變歷史
QCOMQualcomm IncStock22,299$342.6 萬0.1%−110.0%減碼歷史
State Street Financial Select Sector SPDR ETF81369Y605ETF73,036$353.0 萬0.1%−1,525−2.0%減碼–
CARRCarrier Global CorpStock53,335$364.1 萬0.1%−1,000−1.8%減碼歷史
CATCaterpillar IncStock10,167$368.8 萬0.1%+194+1.9%加碼歷史
PFEPfizer IncStock143,736$381.3 萬0.1%−29,647−17.1%減碼歷史
BACBank of America CorpStock86,838$381.7 萬0.1%−1,080−1.2%減碼歷史
Vanguard Morningstar Mid-Cap ETF922908629ETF14,731$389.1 萬0.1%−980−6.2%減碼–
Vanguard Morningstar Large-Cap ETF922908637ETF14,607$394.0 萬0.1%−540−3.6%減碼–

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