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Livermore
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Evercore Wealth Management, LLC

SEC CIK
0001482689
最新申報
2026/8/14

2025 年第 1 季持倉

持倉截至 2025/3/31，2025/5/15 申報。只含多頭部位，變化是跟 2024 年第 4 季比股數。

機構總覽
持股檔數
411
較 2024 年第 4 季 −6
總值
$62.1 億
較 2024 年第 4 季 −$4.67 億 (−7.0%)
申報日
2025/5/15
SEC
Evercore Wealth Management, LLC 在 2025 年第 1 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
CHGGChegg, IncCOM13,688$8,749<0.1%00.0%不變歷史
MGNXMacrogenics IncCOM17,543$2.23 萬<0.1%00.0%不變歷史
PLUGPlug Power IncStock20,000$2.70 萬<0.1%00.0%不變歷史
BRBSBlue Ridge Bankshares, Inc.COM20,000$6.52 萬<0.1%+20,000新進歷史
ROIVRoivant Sciences Ltd.SHS10,000$10.1 萬<0.1%00.0%不變歷史
DYNCDynamix CorpSHS CL A10,270$10.2 萬<0.1%+10,270新進歷史
SOUNSoundhound AI, Inc.CLASS A COM13,200$10.7 萬<0.1%+13,200新進歷史
WBAWalgreens Boots Alliance, Inc.COM10,408$11.6 萬<0.1%−383−3.5%減碼歷史
Willow Lane Acquisition Corp.G9675P102ORD SHS CL A12,800$12.8 萬<0.1%+12,800新進–
CAPNCayson Acquisition CorpSHS13,000$13.3 萬<0.1%00.0%不變歷史
LABStandard Biotools Inc.COM125,000$13.5 萬<0.1%00.0%不變歷史
Agriculture & Nat Sol Acq CoG0131Y100SHS CL A12,689$13.5 萬<0.1%00.0%不變–
RIOTRiot Platforms, Inc.COM20,000$14.2 萬<0.1%+20,000新進歷史
LEGTLegato Merger Corp. IIIORD SHS14,300$15.0 萬<0.1%00.0%不變歷史
ALFCenturion Acquisition Corp.SHS CL A15,400$15.8 萬<0.1%00.0%不變歷史
HYACHaymaker Acquisition Corp VCLASS A17,780$19.5 萬<0.1%00.0%不變歷史
Invesco Exchange Traded FD T46137V688NEXT GEN CON ETF2,000$20.1 萬<0.1%00.0%不變–
WEXWEX Inc.COM1,286$20.2 萬<0.1%−146−10.2%減碼歷史
ACUAcme United CorpCOM5,100$20.2 萬<0.1%+5,100新進歷史
iShares Core U.S. Aggregate Bond ETF464287226ETF2,045$20.2 萬<0.1%+2,045新進–
BIPBrookfield Infrastructure Partners L.P.LP INT UNIT6,896$20.5 萬<0.1%00.0%不變歷史
LHLabcorp Holdings Inc.Stock884$20.6 萬<0.1%−186−17.4%減碼歷史
AAgilent Technologies, Inc.COM1,763$20.6 萬<0.1%00.0%不變歷史
METMetlife IncStock2,570$20.6 萬<0.1%00.0%不變歷史
iShares Tr4642886613 7 YR TREAS BD1,760$20.8 萬<0.1%00.0%不變–
Vanguard Health Care ETF92204A504ETF788$20.9 萬<0.1%+788新進–
VanEck ETF Trust92189F106GOLD MINERS ETF4,563$21.0 萬<0.1%−6,425−58.5%減碼–
NVRNVR IncCOM29$21.0 萬<0.1%00.0%不變歷史
DDominion Energy, IncStock3,762$21.1 萬<0.1%00.0%不變歷史
CTASCintas CorpStock1,048$21.5 萬<0.1%+1,048新進歷史
COLBColumbia Banking System, Inc.COM8,647$21.6 萬<0.1%00.0%不變歷史
SOLVSolventum CorpStock2,897$22.0 萬<0.1%−225−7.2%減碼歷史
CEGConstellation Energy CorpStock1,099$22.2 萬<0.1%−44−3.8%減碼歷史
Schwab Fundamental International Equity ETF808524755ETF6,186$22.4 萬<0.1%00.0%不變–
WLYJohn Wiley & Sons, Inc.CL A5,060$22.5 萬<0.1%00.0%不變歷史
ADSKAutodesk, Inc.COM866$22.7 萬<0.1%−77−8.2%減碼歷史
XYLXylem Inc.COM1,900$22.7 萬<0.1%−137−6.7%減碼歷史
SLGSL Green Realty CorpCOM3,972$22.9 萬<0.1%00.0%不變歷史
BAXBaxter International IncStock6,711$23.0 萬<0.1%−3,982−37.2%減碼歷史
GTLSChart Industries IncCOM1,599$23.1 萬<0.1%−21,797−93.2%減碼歷史
KRKroger CoStock3,432$23.2 萬<0.1%−156−4.3%減碼歷史
Vanguard Scottsdale FDS92206C680VNG RUS1000GRW2,516$23.3 萬<0.1%00.0%不變–
CTVACorteva, Inc.Stock3,746$23.6 萬<0.1%−70−1.8%減碼歷史
HSICHenry Schein IncCOM3,449$23.6 萬<0.1%00.0%不變歷史
DOWDow Inc.Stock6,820$23.8 萬<0.1%−440−6.1%減碼歷史
CSLCarlisle Companies IncCOM700$23.8 萬<0.1%−36−4.9%減碼歷史
VMCVulcan Materials COCOM1,028$24.0 萬<0.1%−10−1.0%減碼歷史
iShares Tr46435G326CORE MSCI INTL3,491$24.0 萬<0.1%00.0%不變–
Vanguard Malvern FDS922020805STRM INFPROIDX4,830$24.1 萬<0.1%00.0%不變–
GGGGraco IncCOM2,888$24.1 萬<0.1%00.0%不變歷史
JOBYJoby Aviation, Inc.COMMON STOCK40,486$24.4 萬<0.1%+17,994+80.0%加碼歷史
J P Morgan Exchange Traded F46641Q225BETA CDA ETF NEW3,487$25.0 萬<0.1%00.0%不變–
ETREntergy CorpCOM2,924$25.0 萬<0.1%−2−0.1%減碼歷史
iShares Select U.S. REIT ETF464287564ETF4,101$25.2 萬<0.1%00.0%不變–
HALOHalozyme Therapeutics, Inc.COM4,000$25.5 萬<0.1%+4,000新進歷史
NETDNabors Energy Transition Corp. IICL A23,480$25.7 萬<0.1%00.0%不變歷史
ELVElevance Health, Inc.Stock596$25.9 萬<0.1%−19−3.1%減碼歷史
State Street SPDR Portfolio S&P 500 High Dividend ETF78468R788ETF5,969$26.4 萬<0.1%00.0%不變–
JCIJohnson Controls International plcStock3,304$26.5 萬<0.1%−2−0.1%減碼歷史
SPOTSpotify Technology S.A.Stock486$26.7 萬<0.1%−339−41.1%減碼歷史
TECHBIO-TECHNE CorpCOM4,561$26.7 萬<0.1%00.0%不變歷史
iShares Tr46434V613CORE UNIVRSL USD5,811$26.8 萬<0.1%00.0%不變–
iShares MSCI USA Min Vol Factor ETF46429B697ETF2,864$26.8 萬<0.1%−91−3.1%減碼–
OKEONEOK IncCOM2,739$27.2 萬<0.1%00.0%不變歷史
iShares Iboxx $ Investment Grade Corporate Bond ETF464287242ETF2,516$27.3 萬<0.1%00.0%不變–
HEHawaiian Electric Industries IncCOM25,000$27.4 萬<0.1%00.0%不變歷史
HIGHartford Insurance Group, Inc.Stock2,213$27.4 萬<0.1%00.0%不變歷史
ACHRArcher Aviation Inc.Stock38,750$27.6 萬<0.1%+1,500+4.0%加碼歷史
SNPSSynopsys IncCOM655$28.1 萬<0.1%−4−0.6%減碼歷史
TPRTapestry, Inc.COM4,002$28.2 萬<0.1%−127−3.1%減碼歷史
SPDR Index Shs FDS78463X202ST STR EU 50 ETF5,230$28.5 萬<0.1%00.0%不變–
HOODRobinhood Markets, Inc.Stock6,991$29.1 萬<0.1%+300+4.5%加碼歷史
BIIBBiogen Inc.COM2,142$29.3 萬<0.1%00.0%不變歷史
SXTSensient Technologies CorpCOM4,000$29.8 萬<0.1%00.0%不變歷史
EMNEastman Chemical CoStock3,385$29.8 萬<0.1%−44−1.3%減碼歷史
iShares U.S. Treasury Bond ETF46429B267ETF13,031$30.0 萬<0.1%00.0%不變–
BAMBrookfield Asset Management Ltd.CL A LMT VTG SHS6,196$30.0 萬<0.1%00.0%不變歷史
KKRKKR & Co. Inc.COM2,602$30.1 萬<0.1%−15−0.6%減碼歷史
Vanguard Index FDS922908652EXTEND MKT ETF1,755$30.2 萬<0.1%−201−10.3%減碼–
AESAES CorpStock24,394$30.3 萬<0.1%00.0%不變歷史
DGXQuest Diagnostics IncCOM1,805$30.5 萬<0.1%00.0%不變歷史
SPDR Series Trust78464A763ST STR SP DIV2,267$30.8 萬<0.1%−140−5.8%減碼–
Vanguard Scottsdale FDS92206C706INTER TERM TREAS5,197$30.9 萬<0.1%00.0%不變–
SIVRabrdn Silver ETF TrustPHYSCL SILVR SHS9,500$30.9 萬<0.1%00.0%不變歷史
CCitigroup IncStock4,378$31.1 萬<0.1%−285−6.1%減碼歷史
Amplify ETF Tr032108664AMPLIFY CYBERSEC4,360$31.3 萬<0.1%00.0%不變–
iShares Tr464288166AGENCY BOND ETF2,885$31.6 萬<0.1%00.0%不變–
Vanguard Morningstar Small-Cap Value ETF922908611ETF1,712$31.9 萬<0.1%00.0%不變–
MUMicron Technology IncStock3,751$32.6 萬<0.1%+99+2.7%加碼歷史
BNYBank of New York Mellon CorpStock3,913$32.8 萬<0.1%00.0%不變歷史
ACGLArch Capital Group Ltd.Stock3,450$33.2 萬<0.1%00.0%不變歷史
Dimensional U.S. Core Equity 2 ETF25434V708ETF10,182$33.6 萬<0.1%00.0%不變–
URIUnited Rentals, Inc.COM538$33.7 萬<0.1%−2−0.4%減碼歷史
RJFRaymond James Financial IncCOM2,428$33.7 萬<0.1%−200−7.6%減碼歷史
Kodiak AI, Inc.G33033104SHS CLASS A30,543$34.1 萬<0.1%+30,543新進–
EVREvercore Inc.CLASS A1,720$34.4 萬<0.1%00.0%不變歷史
ROKRockwell Automation, IncStock1,363$35.2 萬<0.1%−14−1.0%減碼歷史
PRMPerimeter Solutions, Inc.COMMON STOCK35,000$35.2 萬<0.1%00.0%不變歷史
AEEAmeren CorpCOM3,600$36.1 萬<0.1%−53−1.5%減碼歷史
EXPEExpedia Group, Inc.Stock2,207$37.1 萬<0.1%00.0%不變歷史

選擇權（5 檔）

同一份申報裡的賣權（put）與買權（call）。金額是標的股票的市值，也就是 13F 申報的數字。

Evercore Wealth Management, LLC 在 2025 年第 1 季的選擇權部位
證券類別賣權買權
BRK.BBerkshire Hathaway IncStock$905.4 萬–
JNJJohnson & JohnsonStock$199.0 萬–
BXBlackstone Inc.COM$167.7 萬–
NVDANVIDIA CorpStock$162.6 萬–
AMZNAmazon Com IncStock$95.1 萬–

2024 年第 4 季之後清倉（22 檔）

2024 年第 4 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 4 季之後清倉的部位
證券類別2024 年第 4 季股數2024 年第 4 季市值2024 年第 4 季佔組合 %紀錄
WisdomTree Tr97717W109US TOTAL DIVIDND15,781$119.7 萬<0.1%–
AMRAlpha Metallurgical Resources, Inc.COM2,500$50.0 萬<0.1%歷史
VanEck Semiconductor ETF92189F676ETF1,600$38.7 萬<0.1%–
SOFISoFi Technologies, Inc.Stock25,000$38.5 萬<0.1%歷史
FDXFedEx CorpStock1,362$38.3 萬<0.1%歷史
AEPAmerican Electric Power Co IncStock3,918$36.1 萬<0.1%歷史
CRWDCrowdStrike Holdings, Inc.Stock1,015$34.7 萬<0.1%歷史
Vanguard Scottsdale FDS92206C664VNG RUS2000IDX3,122$27.9 萬<0.1%–
PINSPinterest, Inc.CL A9,050$26.2 萬<0.1%歷史
AMTMAmentum Holdings, Inc.COM12,399$26.1 萬<0.1%歷史
RKLBRocket Lab CorpCOM9,495$24.2 萬<0.1%歷史
WSMWilliams Sonoma IncCOM1,256$23.3 萬<0.1%歷史
SWSmurfit Westrock plcStock4,195$22.6 萬<0.1%歷史
PWRQuanta Services, Inc.COM689$21.8 萬<0.1%歷史
SNOWSnowflake Inc.Stock1,326$20.5 萬<0.1%歷史
NOCNorthrop Grumman CorpStock436$20.5 萬<0.1%歷史
Schwab U.S. Mid-Cap ETF808524508ETF7,335$20.3 萬<0.1%–
WisdomTree Tr97717W422INDIA ERNGS FD4,475$20.3 萬<0.1%–
EWEdwards Lifesciences CorpStock2,705$20.0 萬<0.1%歷史
GSATGlobalstar, Inc.COM40,000$8.28 萬<0.1%歷史
BLNDBlend Labs, Inc.CL A11,190$4.71 萬<0.1%歷史
CAPNRCayson Acquisition CorpRIGHT 99/99/999913,000$1,560<0.1%歷史