Evercore Wealth Management, LLC
New York NY · SEC CIK 0001482689
$63.60亿2026Q1 申报市值
418持仓数
39.2%前十大占比 · 第一大 6.0%
18 / 18新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
SPOT 加仓+$7,317.10万
VEU 加仓+$1,636.56万
SN 加仓+$1,405.81万
VOO 加仓+$1,004.78万
PGR 加仓+$795.28万
2026Q1 卖出最多 按季末市值估算
CDW 减仓-$5,402.25万
FIX 减仓-$2,886.09万
GOOG 减仓-$1,881.17万
AAPL 减仓-$1,832.77万
JPM 减仓-$1,613.79万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| HIG | HARTFORD INSURANCE GROUP INC | $28.49万 | 0.00% | 2,107 | 0 | 0.0% | — | 不变 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $28.70万 | 0.00% | 3,174 | 0 | 0.0% | — | 不变 |
| XOP | SPDR SERIES TRUST | $28.84万 | 0.00% | 1,586 | -200 | -11.2% | -$3.64万 | 减仓 |
| IDEV | ISHARES TR | $29.17万 | 0.00% | 3,491 | 0 | 0.0% | — | 不变 |
| LQD | ISHARES TR | $29.23万 | 0.00% | 2,682 | 0 | 0.0% | — | 不变 |
| SSNC | SS&C TECH HLDGS | $29.80万 | 0.00% | 4,410 | 0 | 0.0% | — | 不变 |
| IWO | ISHARES TR | $29.84万 | 0.00% | 951 | 0 | 0.0% | — | 不变 |
| MUB | ISHARES TR | $30.04万 | 0.00% | 2,830 | 0 | 0.0% | — | 不变 |
| FNDF | SCHWAB STRATEGIC TR | $30.27万 | 0.00% | 6,186 | 0 | 0.0% | — | 不变 |
| AGZ | ISHARES TR | $30.33万 | 0.00% | 2,765 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP | $31.22万 | 0.00% | 1,118 | 57 | 5.4% | $1.59万 | 加仓 |
| PSA | PUBLIC STORAGE OPER CO | $31.81万 | 0.01% | 1,174 | -972 | -45.3% | -$26.34万 | 减仓 |
| PWR | QUANTA SVCS INC | $32.23万 | 0.01% | 587 | -100 | -14.6% | -$5.49万 | 减仓 |
| HACK | AMPLIFY ETF TR | $32.74万 | 0.01% | 4,360 | 0 | 0.0% | — | 不变 |
| ETR | ENTERGY CORP NEW | $32.85万 | 0.01% | 2,924 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD WHITEHALL FDS | $32.92万 | 0.01% | 2,223 | 0 | 0.0% | — | 不变 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $32.98万 | 0.01% | 6,250 | 0 | 0.0% | — | 不变 |
| APO | APOLLO GLOBAL MGMT INC | $33.21万 | 0.01% | 2,981 | 0 | 0.0% | — | 不变 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $33.92万 | 0.01% | 6,785 | 0 | 0.0% | — | 不变 |
| SOC | SABLE OFFSHORE CORP | $34.28万 | 0.01% | 20,750 | 5,000 | 31.7% | $8.26万 | 加仓 |
| SIVR | ABRDN SILVER ETF TRUST | $34.37万 | 0.01% | 4,800 | -2,200 | -31.4% | -$15.75万 | 减仓 |
| SXT | SENSIENT TECHNOLOGIES CORP | $34.58万 | 0.01% | 4,000 | 0 | 0.0% | — | 不变 |
| CI | THE CIGNA GROUP | $34.70万 | 0.01% | 1,301 | 35 | 2.8% | $9,336 | 加仓 |
| DGX | QUEST DIAGNOSTICS INC | $35.00万 | 0.01% | 1,786 | 0 | 0.0% | — | 不变 |
| RJF | RAYMOND JAMES FINL INC | $35.16万 | 0.01% | 2,428 | 0 | 0.0% | — | 不变 |
| VXF | VANGUARD INDEX FDS | $36.12万 | 0.01% | 1,755 | 0 | 0.0% | — | 不变 |
| EXPE | EXPEDIA GROUP INC | $38.21万 | 0.01% | 1,655 | 0 | 0.0% | — | 不变 |
| BIIB | BIOGEN INC | $38.72万 | 0.01% | 2,112 | -30 | -1.4% | -$5,500 | 减仓 |
| MKL | MARKEL GROUP INC | $38.86万 | 0.01% | 203 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $39.57万 | 0.01% | 10,182 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $39.69万 | 0.01% | 1,827 | 0 | 0.0% | — | 不变 |
| ALL | ALLSTATE CORP | $39.71万 | 0.01% | 1,915 | 0 | 0.0% | — | 不变 |
| RSG | REPUBLIC SVCS INC | $40.21万 | 0.01% | 1,836 | -10 | -0.5% | -$2,190 | 减仓 |
| AEE | AMEREN CORP | $40.34万 | 0.01% | 3,670 | 0 | 0.0% | — | 不变 |
| IMXI | INTERNATIONAL MONEY EXPRESS | $41.88万 | 0.01% | 26,508 | 0 | 0.0% | — | 不变 |
| VRSK | VERISK ANALYTICS INC | $42.88万 | 0.01% | 2,260 | 0 | 0.0% | — | 不变 |
| APD | AIR PRODUCTS AND CHEMICALS I | $43.05万 | 0.01% | 1,482 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP | $43.09万 | 0.01% | 2,362 | -4 | -0.2% | -$730 | 减仓 |
| — | WEBSTER FINL CORP | $43.19万 | 0.01% | 6,222 | -2 | -0.0% | -$139 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $43.27万 | 0.01% | 3,304 | 0 | 0.0% | — | 不变 |
| AN | AUTONATION INC | $43.45万 | 0.01% | 2,225 | 0 | 0.0% | — | 不变 |
| MKC | MCCORMICK & CO INC | $43.89万 | 0.01% | 8,702 | 0 | 0.0% | — | 不变 |
| WTM | WHITE MTNS INS GROUP LTD | $43.94万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $44.40万 | 0.01% | 7,834 | -5,000 | -39.0% | -$28.34万 | 减仓 |
| BBY | BEST BUY INC | $44.77万 | 0.01% | 6,974 | 255 | 3.8% | $1.64万 | 加仓 |
| IWP | ISHARES TR | $44.83万 | 0.01% | 3,499 | 0 | 0.0% | — | 不变 |
| STT | STATE STR CORP | $44.87万 | 0.01% | 3,545 | 0 | 0.0% | — | 不变 |
| SLB | SLB LIMITED | $45.78万 | 0.01% | 8,908 | -2,650 | -22.9% | -$13.62万 | 减仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $46.36万 | 0.01% | 6,390 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD INDEX FDS | $47.40万 | 0.01% | 5,344 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC | $47.44万 | 0.01% | 1,029 | -16 | -1.5% | -$7,376 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $47.84万 | 0.01% | 1,667 | -229 | -12.1% | -$6.57万 | 减仓 |
| GDX | VANECK ETF TRUST | $48.01万 | 0.01% | 5,232 | 0 | 0.0% | — | 不变 |
| HOOD | ROBINHOOD MKTS INC | $48.45万 | 0.01% | 6,991 | 0 | 0.0% | — | 不变 |
| TFC | TRUIST FINL CORP | $49.29万 | 0.01% | 10,723 | -1,155 | -9.7% | -$5.31万 | 减仓 |
| JEF | JEFFERIES FINANCIAL GROUP IN | $49.37万 | 0.01% | 11,963 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $49.63万 | 0.01% | 4,376 | -50 | -1.1% | -$5,670 | 减仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $50.17万 | 0.01% | 8,178 | -73 | -0.9% | -$4,479 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $50.32万 | 0.01% | 3,139 | 93 | 3.1% | $1.49万 | 加仓 |
| XBI | SPDR SERIES TRUST | $50.99万 | 0.01% | 3,992 | 1,500 | 60.2% | $19.16万 | 加仓 |
| EVR | EVERCORE INC | $51.34万 | 0.01% | 1,720 | 0 | 0.0% | — | 不变 |
| GWW | WW GRAINGER INC | $51.60万 | 0.01% | 473 | 0 | 0.0% | — | 不变 |
| PCT | PURECYCLE TECHNOLOGIES INC | $51.90万 | 0.01% | 100,000 | 0 | 0.0% | — | 不变 |
| MSCI | MSCI INC | $52.23万 | 0.01% | 969 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $52.59万 | 0.01% | 5,030 | -825 | -14.1% | -$8.63万 | 减仓 |
| URI | UNITED RENTALS INC | $54.13万 | 0.01% | 743 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $54.41万 | 0.01% | 2,773 | 0 | 0.0% | — | 不变 |
| MLM | MARTIN MARIETTA MATLS INC | $54.63万 | 0.01% | 928 | 0 | 0.0% | — | 不变 |
| DPZ | DOMINOS PIZZA INC | $54.72万 | 0.01% | 1,525 | -200 | -11.6% | -$7.18万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $54.72万 | 0.01% | 802 | 0 | 0.0% | — | 不变 |
| DLR | DIGITAL RLTY TR INC | $54.75万 | 0.01% | 3,038 | -15 | -0.5% | -$2,703 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $54.84万 | 0.01% | 1,316 | 0 | 0.0% | — | 不变 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $55.08万 | 0.01% | 49,800 | 10,000 | 25.1% | $11.06万 | 加仓 |
| WAB | WABTEC | $55.51万 | 0.01% | 2,221 | 0 | 0.0% | — | 不变 |
| ROK | ROCKWELL AUTOMATION INC | $56.09万 | 0.01% | 1,563 | 0 | 0.0% | — | 不变 |
| TPR | TAPESTRY INC | $56.44万 | 0.01% | 4,000 | 0 | 0.0% | — | 不变 |
| TMUS | T-MOBILE US INC | $57.30万 | 0.01% | 2,728 | -14 | -0.5% | -$2,940 | 减仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $57.43万 | 0.01% | 4,220 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP | $58.38万 | 0.01% | 14,222 | -276 | -1.9% | -$1.13万 | 减仓 |
| BXSL | BLACKSTONE SECD LENDING FD | $58.40万 | 0.01% | 24,650 | 2,500 | 11.3% | $5.92万 | 加仓 |
| — | BIOHARVEST SCIENCES INC | $60.53万 | 0.01% | 139,470 | 0 | 0.0% | — | 不变 |
| RNR | RENAISSANCERE HLDGS LTD | $60.75万 | 0.01% | 2,044 | 0 | 0.0% | — | 不变 |
| RKLB | ROCKET LAB CORP | $60.98万 | 0.01% | 9,495 | 0 | 0.0% | — | 不变 |
| DHI | D R HORTON INC | $62.06万 | 0.01% | 4,523 | 0 | 0.0% | — | 不变 |
| IWN | ISHARES TR | $62.56万 | 0.01% | 3,300 | -1,100 | -25.0% | -$20.85万 | 减仓 |
| CMI | CUMMINS INC | $62.84万 | 0.01% | 1,168 | 0 | 0.0% | — | 不变 |
| BNY | BANK NEW YORK MELLON CORP | $63.03万 | 0.01% | 5,313 | 0 | 0.0% | — | 不变 |
| CME | CME GROUP INC | $63.80万 | 0.01% | 2,160 | 0 | 0.0% | — | 不变 |
| EFG | ISHARES TR | $64.32万 | 0.01% | 5,775 | -27 | -0.5% | -$3,007 | 减仓 |
| MCO | MOODYS CORP | $64.96万 | 0.01% | 1,489 | -15 | -1.0% | -$6,544 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $66.14万 | 0.01% | 1,524 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETE CORP | $69.05万 | 0.01% | 2,828 | -37 | -1.3% | -$9,035 | 减仓 |
| EIX | EDISON INTL | $69.16万 | 0.01% | 9,451 | 140 | 1.5% | $1.02万 | 加仓 |
| INTU | INTUIT | $69.31万 | 0.01% | 1,603 | 687 | 75.0% | $29.70万 | 加仓 |
| WWD | WOODWARD INC | $71.58万 | 0.01% | 2,000 | -316 | -13.6% | -$11.31万 | 减仓 |
| MO | ALTRIA GROUP INC | $73.10万 | 0.01% | 11,078 | -2,177 | -16.4% | -$14.37万 | 减仓 |
| TEL | TE CONNECTIVITY PLC | $73.37万 | 0.01% | 3,510 | 0 | 0.0% | — | 不变 |
| PRF | INVESCO EXCHANGE TRADED FD T | $73.54万 | 0.01% | 15,473 | 0 | 0.0% | — | 不变 |
| AJG | GALLAGHER ARTHUR J & CO | $75.02万 | 0.01% | 3,464 | -220 | -6.0% | -$4.76万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $76.63万 | 0.01% | 182 | 0 | 0.0% | — | 不变 |