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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
WWDWoodward, Inc.COM2,000$85.1 萬<0.1%00.0%不變歷史
KMBKimberly Clark CorpStock7,822$85.9 萬<0.1%−275−3.4%減碼歷史
NKENIKE, Inc.Stock21,521$88.3 萬<0.1%−16,250−43.0%減碼歷史
DIASPDR Dow Jones Industrial Average ETF TrustUT SER 11,712$89.4 萬<0.1%00.0%不變歷史
LINLinde PLCStock1,735$90.0 萬<0.1%−18−1.0%減碼歷史
Profesionally Managed Portfo74316P579AKRE FOCUS ETF17,003$90.4 萬<0.1%00.0%不變–
Dimensional World Ex U.S. Core Equity 2 ETF25434V880ETF25,000$92.1 萬<0.1%00.0%不變–
RKLBRocket Lab CorpCOM9,495$96.5 萬<0.1%00.0%不變歷史
TPLTexas Pacific Land CorpStock2,328$101.9 萬<0.1%00.0%不變歷史
VRTXVertex Pharmaceuticals IncStock2,061$102.4 萬<0.1%−37−1.8%減碼歷史
SLViShares Silver TrustETF19,179$102.6 萬<0.1%00.0%不變歷史
BDXBecton Dickinson & CoStock7,018$106.2 萬<0.1%+10+0.1%加碼歷史
COPConocoPhillipsStock10,225$106.3 萬<0.1%−28−0.3%減碼歷史
MDLZMondelez International, Inc.Stock18,873$109.2 萬<0.1%−1,446−7.1%減碼歷史
PANWPalo Alto Networks IncStock3,209$109.4 萬<0.1%+70+2.2%加碼歷史
JJacobs Solutions Inc.COM8,786$110.7 萬<0.1%00.0%不變歷史
GDGeneral Dynamics CorpStock3,200$113.4 萬<0.1%−15−0.5%減碼歷史
MRSHMarsh & McLennan Companies, Inc.Stock6,844$114.1 萬<0.1%−1,200−14.9%減碼歷史
DEDeere & CoStock1,826$115.8 萬<0.1%00.0%不變歷史
BXSLBlackstone Secured Lending FundCOMMON STOCK50,297$119.3 萬<0.1%+25,647+104.0%加碼歷史
SPGIS&P Global Inc.Stock2,951$120.2 萬<0.1%−4−0.1%減碼歷史
BMYBristol Myers Squibb CoStock21,171$122.0 萬<0.1%−400−1.9%減碼歷史
ANETArista Networks, Inc.Stock7,203$122.4 萬<0.1%00.0%不變歷史
ENBEnbridge IncStock22,834$123.8 萬<0.1%+20+0.1%加碼歷史
QQnity Electronics, Inc.COMMON STOCK7,600$124.1 萬<0.1%−158−2.0%減碼歷史
PRMPerimeter Solutions, Inc.COMMON STOCK35,000$124.8 萬<0.1%00.0%不變歷史
Schwab U.S. Large-Cap Growth ETF808524300ETF37,120$125.6 萬<0.1%00.0%不變–
LHXL3HARRIS Technologies, Inc.Stock4,357$126.6 萬<0.1%−206−4.5%減碼歷史
GILDGilead Sciences, Inc.Stock10,443$131.9 萬<0.1%−270−2.5%減碼歷史
USBUS Bancorp DECOM NEW21,909$132.3 萬<0.1%−1,384−5.9%減碼歷史
Invesco Exchange Traded FD T46137V738LARGE CAP VALUE17,782$134.7 萬<0.1%00.0%不變–
iShares Tr464287234MSCI EMG MKT ETF19,797$135.4 萬<0.1%+1,833+10.2%加碼–
UPSUnited Parcel Service IncStock12,615$135.6 萬<0.1%+255+2.1%加碼歷史
ATRAptargroup, Inc.Stock10,860$136.0 萬<0.1%+500+4.8%加碼歷史
Vanguard S&P 500 Value ETF921932703ETF6,304$138.2 萬<0.1%00.0%不變–
ETNEaton Corp plcStock3,253$138.6 萬<0.1%+100+3.2%加碼歷史
DOVDOVER CorpCOM6,574$147.4 萬<0.1%00.0%不變歷史
EQIXEquinix IncCOM1,438$149.9 萬<0.1%+20+1.4%加碼歷史
SCHWSchwab Charles CorpStock16,285$150.3 萬<0.1%−208−1.3%減碼歷史
OTISOtis Worldwide CorpStock21,182$151.7 萬<0.1%−349−1.6%減碼歷史
WMWaste Management IncStock7,011$156.3 萬<0.1%+21+0.3%加碼歷史
iShares Core High Dividend ETF46429B663ETF58,960$161.6 萬<0.1%+5,125+9.5%加碼依 5 比 1 拆股換算–
SONSonoco Products CoCOM29,330$165.3 萬<0.1%−500−1.7%減碼歷史
State Street SPDR S&P Aerospace & Defense ETF78464A631ETF5,958$169.1 萬<0.1%+95+1.6%加碼–
KMIKinder Morgan, Inc.Stock53,090$169.7 萬<0.1%00.0%不變歷史
Invesco Exchange Traded FD T46137V597RAFI US 150031,160$173.8 萬<0.1%00.0%不變–
State Street Materials Select Sector SPDR ETF81369Y100ETF34,626$176.0 萬<0.1%+4,293+14.2%加碼–
iShares Tr464287689RUSSELL 3000 ETF4,232$180.5 萬<0.1%00.0%不變–
AYIAcuity Inc. (DE)Stock4,862$183.1 萬<0.1%00.0%不變歷史
HONAHoneywell Aerospace Inc.COM8,295$183.4 萬<0.1%+8,295新進歷史
HONHoneywell International IncStock8,296$185.8 萬<0.1%+8,296新進歷史
SYYSysco CorpStock22,260$186.0 萬<0.1%+500+2.3%加碼歷史
State Street Consumer Staples Select Sector SPDR ETF81369Y308ETF22,771$189.2 萬<0.1%+4,524+24.8%加碼–
NXPINXP Semiconductors N.V.COM6,740$189.4 萬<0.1%−109−1.6%減碼歷史
iShares Core MSCI Emerging Markets ETF46434G103ETF23,238$192.5 萬<0.1%00.0%不變–
PNCPNC Financial Services Group, Inc.Stock7,860$193.5 萬<0.1%−20−0.3%減碼歷史
CARRCarrier Global CorpStock26,396$193.6 萬<0.1%00.0%不變歷史
PSXPhillips 66Stock11,457$193.7 萬<0.1%−531−4.4%減碼歷史
DBX ETF Tr233051200XTRACK MSCI EAFE35,624$194.6 萬<0.1%00.0%不變–
MMM3M CoStock12,168$197.0 萬<0.1%−20−0.2%減碼歷史
TGTTarget CorpStock15,231$198.9 萬<0.1%−80−0.5%減碼歷史
YUMYum Brands IncStock12,533$200.4 萬<0.1%−336−2.6%減碼歷史
SEISolaris Energy Infrastructure, Inc.COM CL A25,000$201.2 萬<0.1%00.0%不變歷史
ADIAnalog Devices IncStock5,093$202.3 萬<0.1%−84−1.6%減碼歷史
KLACKLA CorpCOM NEW6,720$202.7 萬<0.1%−80−1.2%減碼依 10 比 1 拆股換算歷史
MDTMedtronic plcStock26,039$203.7 萬<0.1%+316+1.2%加碼歷史
VOYGVoyager Technologies, Inc.COM CL A63,672$205.3 萬<0.1%+178+0.3%加碼歷史
iShares Tr464288802ESG OPTIMIZED13,358$206.1 萬<0.1%00.0%不變–
MARMarriott International IncStock5,596$207.4 萬<0.1%+22+0.4%加碼歷史
iShares Core MSCI Eafe ETF46432F842ETF21,535$208.0 萬<0.1%+239+1.1%加碼–
State Street Communication Services Select Sector SPDR ETF81369Y852ETF19,510$209.0 萬<0.1%00.0%不變–
ICEIntercontinental Exchange, Inc.Stock17,135$210.9 萬<0.1%00.0%不變歷史
iShares S&P 100 ETF464287101ETF5,775$211.3 萬<0.1%−30−0.5%減碼–
LRCXLam Research CorpStock4,944$214.2 萬<0.1%−50−1.0%減碼歷史
CLColgate Palmolive CoStock24,100$220.9 萬<0.1%−33−0.1%減碼歷史
LEUCentrus Energy CorpStock13,230$222.1 萬<0.1%+13,230新進歷史
iShares Select Dividend ETF464287168ETF14,228$222.4 萬<0.1%+65+0.5%加碼–
PFEPfizer IncStock93,409$224.9 萬<0.1%−8,311−8.2%減碼歷史
SBUXStarbucks CorpStock22,268$227.6 萬<0.1%−673−2.9%減碼歷史
LMTLockheed Martin CorpStock4,521$230.3 萬<0.1%−37−0.8%減碼歷史
Vanguard Total World Stock ETF922042742ETF14,859$233.2 萬<0.1%+525+3.7%加碼–
DELLDell Technologies Inc.Stock5,418$233.8 萬<0.1%−776−12.5%減碼歷史
BABoeing CoStock10,955$237.1 萬<0.1%00.0%不變歷史
PHParker-Hannifin CorpStock2,523$246.8 萬<0.1%−81−3.1%減碼歷史
iShares Russell 1000 Value ETF464287598ETF10,223$247.8 萬<0.1%−175−1.7%減碼–
RPMRPM International IncCOM22,525$250.4 萬<0.1%−300−1.3%減碼歷史
NFLXNetflix IncStock35,711$255.0 萬<0.1%00.0%不變歷史
CSRCenterspaceCOM45,781$257.2 萬<0.1%00.0%不變歷史
State Street Consumer Discretionary Select Sector SPDR ETF81369Y407ETF22,315$261.7 萬<0.1%+400+1.8%加碼–
State Street Industrial Select Sector SPDR ETF81369Y704ETF14,292$264.7 萬<0.1%00.0%不變–
BACBank of America CorpStock46,844$266.9 萬<0.1%−420−0.9%減碼歷史
IDXXIDEXX Laboratories IncCOM5,174$272.4 萬<0.1%+200+4.0%加碼歷史
ADBEAdobe Inc.Stock13,346$273.6 萬<0.1%−189,527−93.4%減碼歷史
Vanguard Dividend Appreciation ETF921908844ETF12,260$290.1 萬<0.1%+83+0.7%加碼–
MTDMettler Toledo International IncCOM2,275$290.6 萬<0.1%+100+4.6%加碼歷史
Vanguard Information Technology ETF92204A702ETF25,400$303.6 萬<0.1%00.0%不變依 8 比 1 拆股換算–
DUKDuke Energy CORPStock24,009$303.9 萬<0.1%−75−0.3%減碼歷史
CHDChurch & Dwight Co IncCOM31,806$308.1 萬<0.1%−55−0.2%減碼歷史
AFLAflac IncStock26,294$308.3 萬<0.1%+38+0.1%加碼歷史
iShares Tr464288182MSCI AC ASIA ETF25,985$310.1 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