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Livermore
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
HALOHalozyme Therapeutics, Inc.COM4,000$31.3 萬<0.1%00.0%不變歷史
CTSHCognizant Technology Solutions CorpCL A8,128$31.5 萬<0.1%−50−0.6%減碼歷史
iShares Tr464288414NATIONAL MUN ETF2,941$31.7 萬<0.1%+111+3.9%加碼–
Schwab Fundamental International Equity ETF808524755ETF6,186$32.6 萬<0.1%00.0%不變–
Vanguard High Dividend Yield Index ETF921946406ETF2,123$33.5 萬<0.1%−100−4.5%減碼–
ETREntergy CorpCOM2,924$33.6 萬<0.1%00.0%不變歷史
CICigna GroupStock1,229$33.9 萬<0.1%−72−5.5%減碼歷史
J P Morgan Exchange Traded F46641Q647MUNICIPAL ETF6,785$34.4 萬<0.1%00.0%不變–
DPZDominos Pizza IncCOM1,170$34.6 萬<0.1%−355−23.3%減碼歷史
APOApollo Global Management, Inc.COM2,980$35.3 萬<0.1%−10.0%減碼歷史
RJFRaymond James Financial IncCOM2,328$35.4 萬<0.1%−100−4.1%減碼歷史
CRWVCoreWeave, Inc.Stock3,600$35.8 萬<0.1%00.0%不變歷史
PSAPublic StorageCOM1,174$37.4 萬<0.1%00.0%不變歷史
SPCXSpace Exploration Technologies CorpCLASS A COM STK2,191$37.4 萬<0.1%+2,191新進歷史
iShares Russell 2000 Growth ETF464287648ETF951$37.5 萬<0.1%00.0%不變–
SXTSensient Technologies CorpCOM3,100$38.2 萬<0.1%−900−22.5%減碼歷史
FRMIFermi Inc.COM42,000$38.5 萬<0.1%+2,000+5.0%加碼歷史
ISRGIntuitive Surgical IncCOM NEW972$38.7 萬<0.1%−57−5.5%減碼歷史
SLBSLB LimitedStock8,398$39.0 萬<0.1%−510−5.7%減碼歷史
RSGRepublic Services, Inc.COM1,836$39.1 萬<0.1%00.0%不變歷史
VanEck ETF Trust92189F106GOLD MINERS ETF5,232$39.5 萬<0.1%00.0%不變–
MKLMarkel Group Inc.COM203$39.6 萬<0.1%00.0%不變歷史
VRSKVerisk Analytics, Inc.COM2,260$40.6 萬<0.1%00.0%不變歷史
NOCNorthrop Grumman CorpStock799$40.7 萬<0.1%−3−0.4%減碼歷史
AEEAmeren CorpCOM3,600$40.7 萬<0.1%−70−1.9%減碼歷史
iShares Russell Mid-Cap Growth ETF464287481ETF2,784$40.8 萬<0.1%−715−20.4%減碼–
ANAutonation, Inc.COM2,225$41.3 萬<0.1%00.0%不變歷史
WBSWebster Financial CorpCOM5,462$41.7 萬<0.1%−760−12.2%減碼歷史
Invesco Exchange Traded FD T46137V688NEXT GEN CON ETF2,000$42.2 萬<0.1%00.0%不變–
PWRQuanta Services, Inc.COM587$42.3 萬<0.1%00.0%不變歷史
EXPEExpedia Group, Inc.Stock1,655$42.3 萬<0.1%00.0%不變歷史
APDAir Products & Chemicals, Inc.Stock1,470$43.1 萬<0.1%−12−0.8%減碼歷史
Vanguard Index FDS922908652EXTEND MKT ETF1,755$43.2 萬<0.1%00.0%不變–
BXDCBlackstone Digital Infrastructure Trust Inc.COMMON STOCK20,000$43.3 萬<0.1%+20,000新進歷史
MKCMcCormick & Co IncStock8,582$43.3 萬<0.1%−120−1.4%減碼歷史
TECHBIO-TECHNE CorpCOM6,160$43.5 萬<0.1%+953+18.3%加碼歷史
Vanguard Morningstar Small-Cap Value ETF922908611ETF1,827$44.4 萬<0.1%00.0%不變–
PAAPlains All American Pipeline LPUNIT LTD PARTN20,000$44.5 萬<0.1%+20,000新進歷史
TMUST-Mobile US, Inc.Stock2,656$44.5 萬<0.1%−72−2.6%減碼歷史
Dimensional U.S. Core Equity 2 ETF25434V708ETF10,182$45.2 萬<0.1%00.0%不變–
ALLAllstate CorpStock1,915$45.6 萬<0.1%00.0%不變歷史
BIIBBiogen Inc.COM2,112$45.6 萬<0.1%00.0%不變歷史
Amplify ETF Tr032108664AMPLIFY CYBERSEC4,360$45.7 萬<0.1%00.0%不變–
JCIJohnson Controls International plcStock3,188$46.6 萬<0.1%−116−3.5%減碼歷史
IFFInternational Flavors & Fragrances IncCOM5,890$46.7 萬<0.1%−500−7.8%減碼歷史
CMECME Group Inc.COM2,160$47.7 萬<0.1%00.0%不變歷史
NSCNorfolk Southern CorpStock1,570$49.4 萬<0.1%−97−5.8%減碼歷史
GLNGGolar LNG LtdSHS10,000$49.8 萬<0.1%+10,000新進歷史
Vanguard Real Estate ETF922908553ETF5,396$52.0 萬<0.1%+52+1.0%加碼–
MLMMartin Marietta Materials IncCOM928$53.5 萬<0.1%00.0%不變歷史
BBYBest Buy Co IncStock7,080$53.7 萬<0.1%+106+1.5%加碼歷史
OBDCBlue Owl Capital CorpCOM49,800$54.1 萬<0.1%00.0%不變歷史
MSCIMSCI Inc.Stock969$54.3 萬<0.1%00.0%不變歷史
TFCTruist Financial CorpCOM10,943$54.5 萬<0.1%+220+2.1%加碼歷史
AWKAmerican Water Works Company, Inc.Stock4,220$55.5 萬<0.1%00.0%不變歷史
DLRDigital Realty Trust, Inc.COM3,108$55.8 萬<0.1%+70+2.3%加碼歷史
CMCSAComcast CorpStock22,852$56.1 萬<0.1%−9,166−28.6%減碼歷史
WABWestinghouse Air Brake Technologies CorpStock2,166$58.4 萬<0.1%−55−2.5%減碼歷史
CSXCSX CorpStock12,292$58.4 萬<0.1%−1,930−13.6%減碼歷史
TPRTapestry, Inc.COM4,000$58.6 萬<0.1%00.0%不變歷史
JEFJefferies Financial Group Inc.COM11,963$59.8 萬<0.1%00.0%不變歷史
STTState Street CorpCOM3,545$60.1 萬<0.1%00.0%不變歷史
Vanguard Morningstar Value ETF922908744ETF2,773$60.4 萬<0.1%00.0%不變–
CCitigroup IncStock4,328$60.6 萬<0.1%−48−1.1%減碼歷史
HOODRobinhood Markets, Inc.Stock6,071$60.9 萬<0.1%−920−13.2%減碼歷史
MSIMotorola Solutions, Inc.Stock1,489$61.8 萬<0.1%−35−2.3%減碼歷史
BHSTBioharvest Sciences Inc.COM NEW216,343$61.9 萬<0.1%+76,873+55.1%加碼歷史
State Street SPDR S&P Biotech ETF78464A870ETF3,992$63.2 萬<0.1%00.0%不變–
EIXEdison InternationalStock8,521$63.4 萬<0.1%−930−9.8%減碼歷史
BNBROOKFIELD CorpCL A LTD VT SH15,037$64.0 萬<0.1%−9,710−39.2%減碼歷史
GWWW.W. Grainger, Inc.Stock473$64.3 萬<0.1%00.0%不變歷史
TTTrane Technologies plcSHS1,316$64.6 萬<0.1%00.0%不變歷史
RNRRenaissancere Holdings LtdCOM2,044$64.8 萬<0.1%00.0%不變歷史
MCOMoodys CorpStock1,489$67.4 萬<0.1%00.0%不變歷史
COFCapital One Financial CorpStock3,362$67.4 萬<0.1%+1,000+42.3%加碼歷史
CORCencora, Inc.Stock2,415$68.3 萬<0.1%−25−1.0%減碼歷史
TELTE Connectivity plcStock3,435$69.3 萬<0.1%−75−2.1%減碼歷史
ZTSZoetis Inc.Stock9,683$69.6 萬<0.1%−1,992−17.1%減碼歷史
MPCMarathon Petroleum CorpStock2,828$72.3 萬<0.1%00.0%不變歷史
CDWCDW CorpCOM5,167$72.7 萬<0.1%−5,984−53.7%減碼歷史
iShares Tr464288885EAFE GRWTH ETF5,864$73.0 萬<0.1%+89+1.5%加碼–
iShares Tr464287630RUS 2000 VAL ETF3,300$73.0 萬<0.1%00.0%不變–
DHIHorton D R IncCOM4,523$73.7 萬<0.1%00.0%不變歷史
PAYXPaychex IncStock7,541$74.2 萬<0.1%−923−10.9%減碼歷史
VZVerizon Communications IncStock17,952$76.0 萬<0.1%−1,001−5.3%減碼歷史
BNYBank of New York Mellon CorpStock5,313$76.8 萬<0.1%00.0%不變歷史
ROKRockwell Automation, IncStock1,563$77.4 萬<0.1%00.0%不變歷史
SPHSuburban Propane Partners LPUNIT LTD PARTN45,438$77.7 萬<0.1%00.0%不變歷史
REGNRegeneron Pharmaceuticals, Inc.COM1,257$78.4 萬<0.1%+3+0.2%加碼歷史
VanEck ETF Trust92189F791JUNIOR GOLD MINE8,000$78.6 萬<0.1%00.0%不變–
AJGArthur J. Gallagher & Co.COM3,464$79.5 萬<0.1%00.0%不變歷史
MOAltria Group, Inc.Stock11,057$79.6 萬<0.1%−21−0.2%減碼歷史
GBDCGolub Capital BDC, Inc.COM62,814$80.9 萬<0.1%00.0%不變歷史
BKNGBooking Holdings Inc.Stock4,550$81.1 萬<0.1%00.0%不變依 25 比 1 拆股換算歷史
URIUnited Rentals, Inc.COM733$83.0 萬<0.1%−10−1.3%減碼歷史
STESTERIS plcSHS USD3,946$83.1 萬<0.1%+250+6.8%加碼歷史
CMICummins IncStock1,168$83.3 萬<0.1%00.0%不變歷史
Invesco Exchange Traded FD T46137V613RAFI US 1000 ETF15,473$83.6 萬<0.1%00.0%不變–
SOSouthern CoStock8,817$84.4 萬<0.1%−85−1.0%減碼歷史
EDConsolidated Edison IncStock7,661$84.8 萬<0.1%−450−5.5%減碼歷史

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