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 |
|---|---|---|---|---|---|---|---|---|
| EFG | ISHARES TR | $72.96万 | 0.01% | 5,864 | 89 | 1.5% | $1.11万 | 加仓 |
| IWN | ISHARES TR | $73.00万 | 0.01% | 3,300 | 0 | 0.0% | — | 不变 |
| DHI | D R HORTON INC | $73.67万 | 0.01% | 4,523 | 0 | 0.0% | — | 不变 |
| PAYX | PAYCHEX INC | $74.15万 | 0.01% | 7,541 | -923 | -10.9% | -$9.08万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $76.01万 | 0.01% | 17,952 | -1,001 | -5.3% | -$4.24万 | 减仓 |
| BNY | BANK OF NY MELLON CORP | $76.83万 | 0.01% | 5,313 | 0 | 0.0% | — | 不变 |
| ROK | ROCKWELL AUTOMATION INC | $77.38万 | 0.01% | 1,563 | 0 | 0.0% | — | 不变 |
| SPH | SUBURBAN PROPANE PARTNERS L | $77.70万 | 0.01% | 45,438 | 0 | 0.0% | — | 不变 |
| REGN | REGENERON PHARMACEUTICALS | $78.38万 | 0.01% | 1,257 | 3 | 0.2% | $1,871 | 加仓 |
| GDXJ | VANECK ETF TRUST | $78.60万 | 0.01% | 8,000 | 0 | 0.0% | — | 不变 |
| AJG | GALLAGHER ARTHUR J & CO | $79.52万 | 0.01% | 3,464 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $79.56万 | 0.01% | 11,057 | -21 | -0.2% | -$1,511 | 减仓 |
| GBDC | GOLUB CAP BDC INC | $80.90万 | 0.01% | 62,814 | 0 | 0.0% | — | 不变 |
| BKNG | BOOKING HOLDINGS INC | $81.10万 | 0.01% | 4,550 | 0 | 0.0% | — | 不变 |
| URI | UNITED RENTALS INC | $83.04万 | 0.01% | 733 | -10 | -1.3% | -$1.13万 | 减仓 |
| STE | STERIS PLC | $83.09万 | 0.01% | 3,946 | 250 | 6.8% | $5.26万 | 加仓 |
| CMI | CUMMINS INC | $83.30万 | 0.01% | 1,168 | 0 | 0.0% | — | 不变 |
| PRF | INVESCO EXCHANGE TRADED FD T | $83.60万 | 0.01% | 15,473 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $84.39万 | 0.01% | 8,817 | -85 | -1.0% | -$8,135 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $84.75万 | 0.01% | 7,661 | -450 | -5.5% | -$4.98万 | 减仓 |
| WWD | WOODWARD INC | $85.09万 | 0.01% | 2,000 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY-CLARK CORP | $85.86万 | 0.01% | 7,822 | -275 | -3.4% | -$3.02万 | 减仓 |
| NKE | NIKE INC | $88.34万 | 0.01% | 21,521 | -16,250 | -43.0% | -$66.71万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $89.43万 | 0.01% | 1,712 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $90.04万 | 0.01% | 1,735 | -18 | -1.0% | -$9,341 | 减仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $90.44万 | 0.01% | 17,003 | 0 | 0.0% | — | 不变 |
| DFAX | DIMENSIONAL ETF TRUST | $92.10万 | 0.01% | 25,000 | 0 | 0.0% | — | 不变 |
| RKLB | ROCKET LAB CORP | $96.52万 | 0.01% | 9,495 | 0 | 0.0% | — | 不变 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $101.88万 | 0.01% | 2,328 | 0 | 0.0% | — | 不变 |
| VRTX | VERTEX PHARMACEUTICALS INC | $102.38万 | 0.01% | 2,061 | -37 | -1.8% | -$1.84万 | 减仓 |
| SLV | ISHARES SILVER TR | $102.55万 | 0.01% | 19,179 | 0 | 0.0% | — | 不变 |
| BDX | BECTON DICKINSON & CO | $106.20万 | 0.02% | 7,018 | 10 | 0.1% | $1,513 | 加仓 |
| COP | CONOCOPHILLIPS | $106.30万 | 0.02% | 10,225 | -28 | -0.3% | -$2,911 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $109.16万 | 0.02% | 18,873 | -1,446 | -7.1% | -$8.36万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $109.43万 | 0.02% | 3,209 | 70 | 2.2% | $2.39万 | 加仓 |
| J | JACOBS SOLUTIONS INC | $110.70万 | 0.02% | 8,786 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $113.36万 | 0.02% | 3,200 | -15 | -0.5% | -$5,314 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $114.07万 | 0.02% | 6,844 | -1,200 | -14.9% | -$20.00万 | 减仓 |
| DE | DEERE & CO | $115.83万 | 0.02% | 1,826 | 0 | 0.0% | — | 不变 |
| BXSL | BLACKSTONE SECD LENDING FD | $119.25万 | 0.02% | 50,297 | 25,647 | 104.0% | $60.81万 | 加仓 |
| SPGI | S&P GLOBAL INC | $120.18万 | 0.02% | 2,951 | -4 | -0.1% | -$1,629 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $121.99万 | 0.02% | 21,171 | -400 | -1.9% | -$2.30万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $122.36万 | 0.02% | 7,203 | 0 | 0.0% | — | 不变 |
| ENB | ENBRIDGE INC | $123.78万 | 0.02% | 22,834 | 20 | 0.1% | $1,084 | 加仓 |
| Q | QNITY ELECTRONICS INC | $124.12万 | 0.02% | 7,600 | -158 | -2.0% | -$2.58万 | 减仓 |
| PRM | PERIMETER SOLUTIONS INC | $124.78万 | 0.02% | 35,000 | 0 | 0.0% | — | 不变 |
| SCHG | SCHWAB STRATEGIC TR | $125.61万 | 0.02% | 37,120 | 0 | 0.0% | — | 不变 |
| LHX | L3HARRIS TECHNOLOGIES INC | $126.61万 | 0.02% | 4,357 | -206 | -4.5% | -$5.99万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $131.93万 | 0.02% | 10,443 | -270 | -2.5% | -$3.41万 | 减仓 |
| USB | US BANCORP | $132.33万 | 0.02% | 21,909 | -1,384 | -5.9% | -$8.36万 | 减仓 |
| PWV | INVESCO EXCHANGE TRADED FD T | $134.73万 | 0.02% | 17,782 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES TR | $135.43万 | 0.02% | 19,797 | 1,833 | 10.2% | $12.54万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $135.61万 | 0.02% | 12,615 | 255 | 2.1% | $2.74万 | 加仓 |
| ATR | APTARGROUP INC | $135.97万 | 0.02% | 10,860 | 500 | 4.8% | $6.26万 | 加仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $138.19万 | 0.02% | 6,304 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $138.62万 | 0.02% | 3,253 | 100 | 3.2% | $4.26万 | 加仓 |
| DOV | DOVER CORP | $147.44万 | 0.02% | 6,574 | 0 | 0.0% | — | 不变 |
| EQIX | EQUINIX INC | $149.90万 | 0.02% | 1,438 | 20 | 1.4% | $2.08万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $150.26万 | 0.02% | 16,285 | -208 | -1.3% | -$1.92万 | 减仓 |
| OTIS | OTIS WORLDWIDE CORP | $151.66万 | 0.02% | 21,182 | -349 | -1.6% | -$2.50万 | 减仓 |
| WM | WASTE MGMT INC DEL | $156.26万 | 0.02% | 7,011 | 21 | 0.3% | $4,680 | 加仓 |
| HDV | ISHARES TR | $161.61万 | 0.02% | 58,960 | 5,125 | 9.5% | $14.05万 | 加仓 |
| SON | SONOCO PRODS CO | $165.27万 | 0.02% | 29,330 | -500 | -1.7% | -$2.82万 | 减仓 |
| XAR | SPDR SERIES TRUST | $169.08万 | 0.02% | 5,958 | 95 | 1.6% | $2.70万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $169.73万 | 0.02% | 53,090 | 0 | 0.0% | — | 不变 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $173.78万 | 0.02% | 31,160 | 0 | 0.0% | — | 不变 |
| XLB | SELECT SECTOR SPDR TR | $176.00万 | 0.02% | 34,626 | 4,293 | 14.2% | $21.82万 | 加仓 |
| IWV | ISHARES TR | $180.46万 | 0.03% | 4,232 | 0 | 0.0% | — | 不变 |
| AYI | ACUITY INC | $183.13万 | 0.03% | 4,862 | 0 | 0.0% | — | 不变 |
| HONA | HONEYWELL AEROSPACE INC | $183.42万 | 0.03% | 8,295 | 8,295 | — | $183.42万 | 新建仓 |
| HON | HONEYWELL INTL INC | $185.77万 | 0.03% | 8,296 | -8,057 | -49.3% | -$180.42万 | 减仓 |
| SYY | SYSCO CORP | $186.05万 | 0.03% | 22,260 | 500 | 2.3% | $4.18万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $189.16万 | 0.03% | 22,771 | 4,524 | 24.8% | $37.58万 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V | $189.41万 | 0.03% | 6,740 | -109 | -1.6% | -$3.06万 | 减仓 |
| IEMG | ISHARES INC | $192.50万 | 0.03% | 23,238 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC | $193.53万 | 0.03% | 7,860 | -20 | -0.3% | -$4,924 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION | $193.61万 | 0.03% | 26,396 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $193.68万 | 0.03% | 11,457 | -531 | -4.4% | -$8.98万 | 减仓 |
| DBEF | DBX ETF TR | $194.61万 | 0.03% | 35,624 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $197.01万 | 0.03% | 12,168 | -20 | -0.2% | -$3,238 | 减仓 |
| TGT | TARGET CORP | $198.93万 | 0.03% | 15,231 | -80 | -0.5% | -$1.04万 | 减仓 |
| YUM | YUM BRANDS INC | $200.35万 | 0.03% | 12,533 | -336 | -2.6% | -$5.37万 | 减仓 |
| SEI | SOLARIS ENERGY INFRAS INC | $201.15万 | 0.03% | 25,000 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC | $202.27万 | 0.03% | 5,093 | -84 | -1.6% | -$3.34万 | 减仓 |
| KLAC | KLA CORP | $202.75万 | 0.03% | 6,720 | -80 | -1.2% | -$2.41万 | 减仓 |
| MDT | MEDTRONIC PLC | $203.70万 | 0.03% | 26,039 | 316 | 1.2% | $2.47万 | 加仓 |
| VOYG | VOYAGER TECHNOLOGIES INC | $205.34万 | 0.03% | 63,672 | 178 | 0.3% | $5,740 | 加仓 |
| SUSA | ISHARES TR | $206.11万 | 0.03% | 13,358 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL INC NEW | $207.38万 | 0.03% | 5,596 | 22 | 0.4% | $8,153 | 加仓 |
| IEFA | ISHARES TR | $207.99万 | 0.03% | 21,535 | 239 | 1.1% | $2.31万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $209.01万 | 0.03% | 19,510 | 0 | 0.0% | — | 不变 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $210.95万 | 0.03% | 17,135 | 0 | 0.0% | — | 不变 |
| OEF | ISHARES TR | $211.29万 | 0.03% | 5,775 | -30 | -0.5% | -$1.10万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $214.24万 | 0.03% | 4,944 | -50 | -1.0% | -$2.17万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $220.95万 | 0.03% | 24,100 | -33 | -0.1% | -$3,025 | 减仓 |
| LEU | CENTRUS ENERGY CORP | $222.09万 | 0.03% | 13,230 | 13,230 | — | $222.09万 | 新建仓 |
| DVY | ISHARES TR | $222.38万 | 0.03% | 14,228 | 65 | 0.5% | $1.02万 | 加仓 |
| PFE | PFIZER INC | $224.93万 | 0.03% | 93,409 | -8,311 | -8.2% | -$20.01万 | 减仓 |
| SBUX | STARBUCKS CORP | $227.56万 | 0.03% | 22,268 | -673 | -2.9% | -$6.88万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $230.33万 | 0.03% | 4,521 | -37 | -0.8% | -$1.89万 | 减仓 |