Evercore Wealth Management, LLC
New York NY · SEC CIK 0001482689
$70.68亿2026Q2 申报市值
433持仓数
39.2%前十大占比 · 第一大 6.1%
32 / 20新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
APH 加仓+$8,833.83万
AVGO 加仓+$8,101.45万
NOW 加仓+$5,798.32万
CASY 新建仓+$2,989.92万
VOO 加仓+$1,418.74万
2026Q2 卖出最多 按季末市值估算
FIX 减仓-$4,343.64万
MELI 减仓-$3,961.37万
ADBE 减仓-$3,885.68万
AMT 减仓-$2,624.37万
GOOG 减仓-$2,548.11万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| JEPI | J P MORGAN EXCHANGE TRADED F | $27.30万 | 0.00% | 4,834 | -3,000 | -38.3% | -$16.94万 | 减仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $27.32万 | 0.00% | 3,174 | 0 | 0.0% | — | 不变 |
| SSNC | SS&C TECH HLDGS | $27.36万 | 0.00% | 4,410 | 0 | 0.0% | — | 不变 |
| CMS | CMS ENERGY CORP | $27.54万 | 0.00% | 3,600 | 3,600 | — | $27.54万 | 新建仓 |
| USMV | ISHARES TR | $27.63万 | 0.00% | 2,864 | 0 | 0.0% | — | 不变 |
| COLB | COLUMBIA BKG SYS INC | $27.71万 | 0.00% | 8,647 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP | $27.77万 | 0.00% | 1,118 | 0 | 0.0% | — | 不变 |
| HIG | HARTFORD INSURANCE GROUP INC | $27.92万 | 0.00% | 2,107 | 0 | 0.0% | — | 不变 |
| HSIC | SCHEIN HENRY INC | $28.39万 | 0.00% | 3,399 | 0 | 0.0% | — | 不变 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $28.45万 | 0.00% | 6,250 | 0 | 0.0% | — | 不变 |
| SPYD | SPDR SERIES TRUST | $28.48万 | 0.00% | 5,969 | 0 | 0.0% | — | 不变 |
| FCX | FREEPORT MCMORAN INC | $28.56万 | 0.00% | 4,542 | -1 | -0.0% | -$63 | 减仓 |
| WSM | WILLIAMS SONOMA INC | $28.67万 | 0.00% | 1,230 | 0 | 0.0% | — | 不变 |
| SNPS | SYNOPSYS INC | $28.82万 | 0.00% | 646 | 0 | 0.0% | — | 不变 |
| LQD | ISHARES TR | $29.25万 | 0.00% | 2,682 | 0 | 0.0% | — | 不变 |
| VLO | VALERO ENERGY CORP | $29.33万 | 0.00% | 1,126 | -10 | -0.9% | -$2,604 | 减仓 |
| VMC | VULCAN MATLS CO | $29.50万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| AGZ | ISHARES TR | $30.21万 | 0.00% | 2,765 | 0 | 0.0% | — | 不变 |
| NUE | NUCOR CORP | $30.43万 | 0.00% | 1,366 | -20 | -1.4% | -$4,455 | 减仓 |
| IDEV | ISHARES TR | $31.07万 | 0.00% | 3,491 | 0 | 0.0% | — | 不变 |
| HALO | HALOZYME THERAPEUTICS INC | $31.31万 | 0.00% | 4,000 | 0 | 0.0% | — | 不变 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $31.48万 | 0.00% | 8,128 | -50 | -0.6% | -$1,936 | 减仓 |
| MUB | ISHARES TR | $31.65万 | 0.00% | 2,941 | 111 | 3.9% | $1.19万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $32.64万 | 0.00% | 6,186 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD WHITEHALL FDS | $33.55万 | 0.00% | 2,123 | -100 | -4.5% | -$1.58万 | 减仓 |
| ETR | ENTERGY CORP NEW | $33.59万 | 0.00% | 2,924 | 0 | 0.0% | — | 不变 |
| CI | THE CIGNA GROUP | $33.88万 | 0.00% | 1,229 | -72 | -5.5% | -$1.98万 | 减仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $34.37万 | 0.00% | 6,785 | 0 | 0.0% | — | 不变 |
| DPZ | DOMINOS PIZZA INC | $34.64万 | 0.00% | 1,170 | -355 | -23.3% | -$10.51万 | 减仓 |
| APO | APOLLO GLOBAL MGMT INC | $35.26万 | 0.00% | 2,980 | -1 | -0.0% | -$118 | 减仓 |
| RJF | RAYMOND JAMES FINL INC | $35.39万 | 0.01% | 2,328 | -100 | -4.1% | -$1.52万 | 减仓 |
| CRWV | COREWEAVE INC | $35.83万 | 0.01% | 3,600 | 0 | 0.0% | — | 不变 |
| PSA | PUBLIC STORAGE | $37.38万 | 0.01% | 1,174 | 0 | 0.0% | — | 不变 |
| SPCX | SPACE EXPLORATION TECHN CORP | $37.44万 | 0.01% | 2,191 | 2,191 | — | $37.44万 | 新建仓 |
| IWO | ISHARES TR | $37.47万 | 0.01% | 951 | 0 | 0.0% | — | 不变 |
| SXT | SENSIENT TECHNOLOGIES CORP | $38.22万 | 0.01% | 3,100 | -900 | -22.5% | -$11.10万 | 减仓 |
| FRMI | FERMI INC | $38.47万 | 0.01% | 42,000 | 2,000 | 5.0% | $1.83万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $38.65万 | 0.01% | 972 | -57 | -5.5% | -$2.27万 | 减仓 |
| SLB | SLB LIMITED | $39.04万 | 0.01% | 8,398 | -510 | -5.7% | -$2.37万 | 减仓 |
| RSG | REPUBLIC SVCS INC | $39.12万 | 0.01% | 1,836 | 0 | 0.0% | — | 不变 |
| GDX | VANECK ETF TRUST | $39.48万 | 0.01% | 5,232 | 0 | 0.0% | — | 不变 |
| MKL | MARKEL GROUP INC | $39.65万 | 0.01% | 203 | 0 | 0.0% | — | 不变 |
| VRSK | VERISK ANALYTICS INC | $40.57万 | 0.01% | 2,260 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP | $40.69万 | 0.01% | 799 | -3 | -0.4% | -$1,528 | 减仓 |
| AEE | AMEREN CORP | $40.69万 | 0.01% | 3,600 | -70 | -1.9% | -$7,913 | 减仓 |
| IWP | ISHARES TR | $40.76万 | 0.01% | 2,784 | -715 | -20.4% | -$10.47万 | 减仓 |
| AN | AUTONATION INC | $41.34万 | 0.01% | 2,225 | 0 | 0.0% | — | 不变 |
| — | WEBSTER FINL CORP | $41.74万 | 0.01% | 5,462 | -760 | -12.2% | -$5.81万 | 减仓 |
| — | INVESCO EXCHANGE TRADED FD T | $42.19万 | 0.01% | 2,000 | 0 | 0.0% | — | 不变 |
| PWR | QUANTA SVCS INC | $42.27万 | 0.01% | 587 | 0 | 0.0% | — | 不变 |
| EXPE | EXPEDIA GROUP INC | $42.35万 | 0.01% | 1,655 | 0 | 0.0% | — | 不变 |
| APD | AIR PRODUCTS AND CHEMICALS I | $43.10万 | 0.01% | 1,470 | -12 | -0.8% | -$3,518 | 减仓 |
| VXF | VANGUARD INDEX FDS | $43.21万 | 0.01% | 1,755 | 0 | 0.0% | — | 不变 |
| BXDC | BLACKSTONE DIGITAL INFRASTRU | $43.26万 | 0.01% | 20,000 | 20,000 | — | $43.26万 | 新建仓 |
| MKC | MCCORMICK & CO INC | $43.27万 | 0.01% | 8,582 | -120 | -1.4% | -$6,050 | 减仓 |
| TECH | BIO-TECHNE CORP | $43.52万 | 0.01% | 6,160 | 953 | 18.3% | $6.73万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $44.39万 | 0.01% | 1,827 | 0 | 0.0% | — | 不变 |
| PAA | PLAINS ALL AMERN PIPELINE L | $44.52万 | 0.01% | 20,000 | 20,000 | — | $44.52万 | 新建仓 |
| TMUS | T-MOBILE US INC | $44.55万 | 0.01% | 2,656 | -72 | -2.6% | -$1.21万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $45.17万 | 0.01% | 10,182 | 0 | 0.0% | — | 不变 |
| ALL | ALLSTATE CORP | $45.57万 | 0.01% | 1,915 | 0 | 0.0% | — | 不变 |
| BIIB | BIOGEN INC | $45.63万 | 0.01% | 2,112 | 0 | 0.0% | — | 不变 |
| HACK | AMPLIFY ETF TR | $45.75万 | 0.01% | 4,360 | 0 | 0.0% | — | 不变 |
| JCI | JOHNSON CONTROLS INTERNATION | $46.58万 | 0.01% | 3,188 | -116 | -3.5% | -$1.69万 | 减仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $46.66万 | 0.01% | 5,890 | -500 | -7.8% | -$3.96万 | 减仓 |
| CME | CME GROUP INC | $47.70万 | 0.01% | 2,160 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP | $49.39万 | 0.01% | 1,570 | -97 | -5.8% | -$3.05万 | 减仓 |
| GLNG | GOLAR LNG LTD | $49.84万 | 0.01% | 10,000 | 10,000 | — | $49.84万 | 新建仓 |
| VNQ | VANGUARD INDEX FDS | $52.03万 | 0.01% | 5,396 | 52 | 1.0% | $5,014 | 加仓 |
| MLM | MARTIN MARIETTA MATLS INC | $53.52万 | 0.01% | 928 | 0 | 0.0% | — | 不变 |
| BBY | BEST BUY INC | $53.72万 | 0.01% | 7,080 | 106 | 1.5% | $8,043 | 加仓 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $54.13万 | 0.01% | 49,800 | 0 | 0.0% | — | 不变 |
| MSCI | MSCI INC | $54.27万 | 0.01% | 969 | 0 | 0.0% | — | 不变 |
| TFC | TRUIST FINL CORP | $54.52万 | 0.01% | 10,943 | 220 | 2.1% | $1.10万 | 加仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $55.53万 | 0.01% | 4,220 | 0 | 0.0% | — | 不变 |
| DLR | DIGITAL RLTY TR INC | $55.81万 | 0.01% | 3,108 | 70 | 2.3% | $1.26万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $56.10万 | 0.01% | 22,852 | -9,166 | -28.6% | -$22.50万 | 减仓 |
| WAB | WABTEC | $58.40万 | 0.01% | 2,166 | -55 | -2.5% | -$1.48万 | 减仓 |
| CSX | CSX CORP | $58.42万 | 0.01% | 12,292 | -1,930 | -13.6% | -$9.17万 | 减仓 |
| TPR | TAPESTRY INC | $58.55万 | 0.01% | 4,000 | 0 | 0.0% | — | 不变 |
| JEF | JEFFERIES FINANCIAL GROUP IN | $59.79万 | 0.01% | 11,963 | 0 | 0.0% | — | 不变 |
| STT | STATE STR CORP | $60.12万 | 0.01% | 3,545 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $60.43万 | 0.01% | 2,773 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $60.57万 | 0.01% | 4,328 | -48 | -1.1% | -$6,718 | 减仓 |
| HOOD | ROBINHOOD MKTS INC | $60.88万 | 0.01% | 6,071 | -920 | -13.2% | -$9.23万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $61.84万 | 0.01% | 1,489 | -35 | -2.3% | -$1.45万 | 减仓 |
| — | BIOHARVEST SCIENCES INC | $61.87万 | 0.01% | 216,343 | 76,873 | 55.1% | $21.99万 | 加仓 |
| XBI | SPDR SERIES TRUST | $63.17万 | 0.01% | 3,992 | 0 | 0.0% | — | 不变 |
| EIX | EDISON INTL | $63.44万 | 0.01% | 8,521 | -930 | -9.8% | -$6.92万 | 减仓 |
| BN | BROOKFIELD CORP | $64.04万 | 0.01% | 15,037 | -9,710 | -39.2% | -$41.35万 | 减仓 |
| GWW | WW GRAINGER INC | $64.35万 | 0.01% | 473 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC | $64.64万 | 0.01% | 1,316 | 0 | 0.0% | — | 不变 |
| RNR | RENAISSANCERE HLDGS LTD | $64.77万 | 0.01% | 2,044 | 0 | 0.0% | — | 不变 |
| MCO | MOODYS CORP | $67.44万 | 0.01% | 1,489 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP | $67.45万 | 0.01% | 3,362 | 1,000 | 42.3% | $20.06万 | 加仓 |
| COR | CENCORA INC | $68.34万 | 0.01% | 2,415 | -25 | -1.0% | -$7,075 | 减仓 |
| TEL | TE CONNECTIVITY PLC | $69.25万 | 0.01% | 3,435 | -75 | -2.1% | -$1.51万 | 减仓 |
| ZTS | ZOETIS INC | $69.58万 | 0.01% | 9,683 | -1,992 | -17.1% | -$14.31万 | 减仓 |
| MPC | MARATHON PETE CORP | $72.30万 | 0.01% | 2,828 | 0 | 0.0% | — | 不变 |
| CDW | CDW CORP | $72.67万 | 0.01% | 5,167 | -5,984 | -53.7% | -$84.16万 | 减仓 |