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Livermore
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Evercore Wealth Management, LLC

SEC CIK
0001482689
最新申報
2026/8/14

2026 年第 2 季持倉

持倉截至 2026/6/30，2026/8/14 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。

機構總覽
持股檔數
433
較 2026 年第 1 季 +15
總值
$70.7 億
較 2026 年第 1 季 +$7.08 億 (+11.1%)
申報日
2026/8/14
SEC
Evercore Wealth Management, LLC 在 2026 年第 2 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
INACRIndigo Acquisition Corp.RIGHT 04/02/202710,730$1,181<0.1%00.0%不變歷史
TWLVRTwelve Seas Investment Co III/CaymanRIGHT 11/21/203013,610$1,771<0.1%+13,610新進歷史
IBACRIB Acquisition Corp.RIGHT 09/28/202519,576$2,251<0.1%00.0%不變歷史
MKLYRMcKinley Acquisition CorpRIGHT 07/25/203012,910$2,453<0.1%00.0%不變歷史
TDWDRTailwind 2.0 Acquisition Corp.RIGHT 11/07/203023,200$2,902<0.1%00.0%不變歷史
CAPNRCayson Acquisition CorpRIGHT 99/99/999913,000$3,091<0.1%00.0%不變歷史
ALISRCalisa Acquisition CorpRIGHT 09/11/203016,590$1.01 萬<0.1%00.0%不變歷史
CHGGChegg, IncCOM13,688$1.38 萬<0.1%00.0%不變歷史
PLUGPlug Power IncStock20,000$5.42 萬<0.1%00.0%不變歷史
SOCSable Offshore Corp.COM SHS20,750$6.39 萬<0.1%00.0%不變歷史
MGNXMacrogenics IncCOM17,543$8.10 萬<0.1%00.0%不變歷史
LABStandard Biotools Inc.COM125,000$10.3 萬<0.1%00.0%不變歷史
INACIndigo Acquisition Corp.ORD SHS10,730$11.0 萬<0.1%00.0%不變歷史
MTALMetals Acquisition Corp. IIORD CL A12,630$12.8 萬<0.1%+12,630新進歷史
ISNRUSnow Rothschild Acquisition Corp.UNIT 05/22/203112,950$13.0 萬<0.1%+12,950新進歷史
MKLYMcKinley Acquisition CorpSHS CL A12,910$13.1 萬<0.1%00.0%不變歷史
TWLVTwelve Seas Investment Co III/CaymanORD SHS CL A13,610$13.6 萬<0.1%+13,610新進歷史
APMCUAmperCap Acquisition CoUNIT 05/22/203113,850$13.9 萬<0.1%+13,850新進歷史
JOBYJoby Aviation, Inc.COMMON STOCK17,994$16.1 萬<0.1%00.0%不變歷史
MBVIM3-Brigade Acquisition VI Corp.ORD SHS CL A15,999$16.2 萬<0.1%00.0%不變歷史
PCTPureCycle Technologies, Inc.COM20,000$16.2 萬<0.1%−80,000−80.0%減碼歷史
CUBLionheart HoldingsSHS CL A15,100$16.3 萬<0.1%00.0%不變歷史
FIGXFIGX Capital Acquisition Corp.USD CL A ORD SHS15,940$16.3 萬<0.1%00.0%不變歷史
Kensington Cap AcquisitionG5235S131UNIT 99/99/999916,588$16.6 萬<0.1%+16,588新進–
BIDWUTribeca Strategic Acquisition Corp.UNIT 05/22/203116,800$16.7 萬<0.1%+16,800新進歷史
ALISCalisa Acquisition CorpORD SHS16,590$16.8 萬<0.1%00.0%不變歷史
CGCFUCartesian Growth Corp IVUNIT 06/08/203116,900$16.9 萬<0.1%+16,900新進歷史
HODLVanEck Bitcoin ETFSH BEN INT11,000$18.3 萬<0.1%00.0%不變歷史
ACHRArcher Aviation Inc.Stock38,750$18.3 萬<0.1%00.0%不變歷史
SJMJ M SMUCKER CoStock1,780$20.0 萬<0.1%+1,780新進歷史
Vanguard Ftse All-World Ex-US Small-Cap ETF922042718ETF1,304$20.1 萬<0.1%+1,304新進–
iShares Tr464287721U.S. TECH ETF800$20.2 萬<0.1%+800新進–
State Street SPDR Bloomberg Convertible Securities ETF78464A359ETF1,882$20.3 萬<0.1%+1,882新進–
SHOPShopify Inc.Stock1,790$20.4 萬<0.1%00.0%不變歷史
SLGSL Green Realty CorpCOM3,972$20.6 萬<0.1%+3,972新進歷史
iShares Tr4642886613 7 YR TREAS BD1,760$20.7 萬<0.1%00.0%不變–
First Tr Exchange-Traded FD33734X846NASDAQ CYB ETF2,318$20.8 萬<0.1%+2,318新進–
GGGGraco IncCOM2,763$20.9 萬<0.1%+27+1.0%加碼歷史
INTUIntuit Inc.Stock808$21.1 萬<0.1%−795−49.6%減碼歷史
GAMGeneral American Investors Co IncCOM3,313$21.1 萬<0.1%+3,313新進歷史
DGXQuest Diagnostics IncCOM1,000$21.2 萬<0.1%−786−44.0%減碼歷史
WRBBerkley W R CorpCOM3,006$21.2 萬<0.1%+3,006新進歷史
COINCoinbase Global, Inc.COM CL A1,452$21.2 萬<0.1%00.0%不變歷史
ELVElevance Health, Inc.Stock556$21.5 萬<0.1%+556新進歷史
HUBBHubbell IncCOM417$21.8 萬<0.1%−8−1.9%減碼歷史
AAgilent Technologies, Inc.COM1,663$22.1 萬<0.1%+1,663新進歷史
SOLSSolstice Advanced Materials Inc.COM SHS2,507$22.2 萬<0.1%−623−19.9%減碼歷史
RYRoyal Bank of CanadaStock1,076$22.3 萬<0.1%+1,076新進歷史
BWABorgwarner IncCOM3,406$22.6 萬<0.1%+3,406新進歷史
iShares Select U.S. REIT ETF464287564ETF3,401$23.0 萬<0.1%00.0%不變–
MNSTMonster Beverage CorpCOM2,400$23.1 萬<0.1%+2,400新進歷史
AMPAmeriprise Financial IncCOM503$23.1 萬<0.1%00.0%不變歷史
TDWDTailwind 2.0 Acquisition Corp.ORD SHS CL A23,200$23.3 萬<0.1%00.0%不變歷史
ECPGEncore Capital Group IncCOM2,500$23.3 萬<0.1%+2,500新進歷史
IMXIInternational Money Express, Inc.COM16,228$23.4 萬<0.1%−10,280−38.8%減碼歷史
Vanguard Health Care ETF92204A504ETF788$23.6 萬<0.1%00.0%不變–
KKRKKR & Co. Inc.COM2,580$23.7 萬<0.1%−2−0.1%減碼歷史
DDDuPont de Nemours, Inc.Stock1,748$23.7 萬<0.1%−109−5.9%減碼依 1 比 3 拆股換算歷史
EWEdwards Lifesciences CorpStock2,633$23.8 萬<0.1%−25−0.9%減碼歷史
CHRWC. H. Robinson Worldwide, Inc.COM NEW1,280$24.1 萬<0.1%00.0%不變歷史
AZNAstraZeneca PLCADR1,278$24.2 萬<0.1%00.0%不變歷史
ACUAcme United CorpCOM5,100$24.3 萬<0.1%00.0%不變歷史
WLYJohn Wiley & Sons, Inc.CL A5,060$24.5 萬<0.1%+5,060新進歷史
EVREvercore Inc.CLASS A720$24.6 萬<0.1%−1,000−58.1%減碼歷史
Schwab U.S. Large-Cap ETF808524201ETF8,523$25.1 萬<0.1%00.0%不變–
HPEHewlett Packard Enterprise CoCOM5,564$25.1 萬<0.1%+5,564新進歷史
CRWDCrowdStrike Holdings, Inc.Stock330$25.2 萬<0.1%+330新進歷史
Schwab U.S. Small-Cap ETF808524607ETF6,972$25.2 萬<0.1%−74−1.1%減碼–
BEBloom Energy CorpCOM CL A835$25.3 萬<0.1%+835新進歷史
Vanguard Scottsdale FDS92206C680VNG RUS1000GRW1,986$25.4 萬<0.1%00.0%不變–
CSLCarlisle Companies IncCOM700$25.4 萬<0.1%00.0%不變歷史
Vanguard Malvern FDS922020805STRM INFPROIDX5,166$25.9 萬<0.1%+95+1.9%加碼–
GTLSChart Industries IncCOM1,250$26.1 萬<0.1%00.0%不變歷史
BETABETA Technologies, Inc.COM SHS CL A15,691$26.3 萬<0.1%+15,691新進歷史
iShares Inc46434G822MSCI JAPAN ETF2,830$26.4 萬<0.1%00.0%不變–
KVUEKenvue Inc.Stock13,846$26.5 萬<0.1%00.0%不變歷史
Schwab U.S. Mid-Cap ETF808524508ETF7,242$26.7 萬<0.1%−75−1.0%減碼–
FXFInvesco CurrencyShares Swiss Franc TrustSWISS FRANC2,450$26.7 萬<0.1%00.0%不變歷史
SIVRabrdn Silver ETF TrustPHYSCL SILVR SHS4,800$27.0 萬<0.1%00.0%不變歷史
PLDPrologis, Inc.REIT2,014$27.3 萬<0.1%00.0%不變歷史
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM4,834$27.3 萬<0.1%−3,000−38.3%減碼–
ZBHZimmer Biomet Holdings, Inc.Stock3,174$27.3 萬<0.1%00.0%不變歷史
SSNCSS&C Technologies Holdings IncCOM4,410$27.4 萬<0.1%00.0%不變歷史
CMSCMS Energy CorpCOM3,600$27.5 萬<0.1%+3,600新進歷史
iShares MSCI USA Min Vol Factor ETF46429B697ETF2,864$27.6 萬<0.1%00.0%不變–
COLBColumbia Banking System, Inc.COM8,647$27.7 萬<0.1%00.0%不變歷史
CEGConstellation Energy CorpStock1,118$27.8 萬<0.1%00.0%不變歷史
HIGHartford Insurance Group, Inc.Stock2,107$27.9 萬<0.1%00.0%不變歷史
HSICHenry Schein IncCOM3,399$28.4 萬<0.1%00.0%不變歷史
GBTCGrayscale Bitcoin Trust ETFETF6,250$28.4 萬<0.1%00.0%不變歷史
State Street SPDR Portfolio S&P 500 High Dividend ETF78468R788ETF5,969$28.5 萬<0.1%00.0%不變–
FCXFreeport-McMoran IncStock4,542$28.6 萬<0.1%−10.0%減碼歷史
WSMWilliams Sonoma IncCOM1,230$28.7 萬<0.1%00.0%不變歷史
SNPSSynopsys IncCOM646$28.8 萬<0.1%00.0%不變歷史
iShares Iboxx $ Investment Grade Corporate Bond ETF464287242ETF2,682$29.3 萬<0.1%00.0%不變–
VLOValero Energy CorpStock1,126$29.3 萬<0.1%−10−0.9%減碼歷史
VMCVulcan Materials COCOM1,000$29.5 萬<0.1%00.0%不變歷史
iShares Tr464288166AGENCY BOND ETF2,765$30.2 萬<0.1%00.0%不變–
NUENucor CorpCOM1,366$30.4 萬<0.1%−20−1.4%減碼歷史
iShares Tr46435G326CORE MSCI INTL3,491$31.1 萬<0.1%00.0%不變–

2026 年第 1 季之後清倉（21 檔）

2026 年第 1 季季末還持有、這份申報已經沒有的部位。

Evercore Wealth Management, LLC 在 2026 年第 1 季之後清倉的部位
證券類別2026 年第 1 季股數2026 年第 1 季市值2026 年第 1 季佔組合 %紀錄
HONHoneywell International IncCOM16,353$369.6 萬0.1%歷史
WTMWhite Mountains Insurance Group LtdCOM200$43.9 萬<0.1%歷史
SPDR Series Trust78468R556SP O&G EXPL PRO1,586$28.8 萬<0.1%–
HOLXHologic IncCOM3,465$26.2 萬<0.1%歷史
iShares Tr464287184CHINA LG-CAP ETF7,000$25.1 萬<0.1%–
KRKroger CoStock3,257$23.6 萬<0.1%歷史
BAMBrookfield Asset Management Ltd.CL A LMT VTG SHS5,136$22.8 萬<0.1%歷史
PNRPENTAIR plcSHS2,577$22.4 萬<0.1%歷史
FDXFedEx CorpStock616$21.9 萬<0.1%歷史
EMNEastman Chemical CoStock2,805$21.4 萬<0.1%歷史
GISGeneral Mills IncStock5,669$21.1 萬<0.1%歷史
CECelanese CorpStock3,195$21.0 萬<0.1%歷史
ETHGrayscale Ethereum Staking Mini ETFSHS NEW10,550$21.0 萬<0.1%歷史
OKEONEOK IncCOM2,292$20.7 萬<0.1%歷史
Kensington Cap Acquist CorpG5235S123UNIT 99/99/999916,590$16.7 萬<0.1%–
ALFCenturion Acquisition Corp.SHS CL A15,400$16.6 萬<0.1%歷史
LEGTLegato Merger Corp. IIIORD SHS14,300$15.7 萬<0.1%歷史
TWLVUTwelve Seas Investment Co III/CaymanUNIT 11/21/203013,610$13.6 萬<0.1%歷史
Metals Acquisition Corp. IIG60420125UNIT 99/99/999912,630$12.7 萬<0.1%–
SOUNSoundhound AI, Inc.CLASS A COM13,200$9.07 萬<0.1%歷史
AURAurora Innovation, Inc.CLASS A COM12,000$4.94 萬<0.1%歷史