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 |
|---|---|---|---|---|---|---|---|---|
| AAXJ | ISHARES TR | $250.21万 | 0.04% | 25,985 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $261.89万 | 0.04% | 12,177 | -100 | -0.8% | -$2.15万 | 减仓 |
| CSR | CENTERSPACE | $263.01万 | 0.04% | 45,781 | -753 | -1.6% | -$4.33万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $269.50万 | 0.04% | 17,135 | -177 | -1.0% | -$2.78万 | 减仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $274.31万 | 0.04% | 2,175 | -15 | -0.7% | -$1.89万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $275.49万 | 0.04% | 4,558 | 0 | 0.0% | — | 不变 |
| IDXX | IDEXX LABS INC | $279.48万 | 0.04% | 4,974 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $285.63万 | 0.04% | 101,720 | -5,317 | -5.0% | -$14.93万 | 减仓 |
| AFL | AFLAC INC | $288.05万 | 0.05% | 26,256 | -300 | -1.1% | -$3.29万 | 减仓 |
| GE | GE AEROSPACE | $291.49万 | 0.05% | 10,272 | -38 | -0.4% | -$1.08万 | 减仓 |
| IWR | ISHARES TR | $293.25万 | 0.05% | 30,160 | -329 | -1.1% | -$3.20万 | 减仓 |
| CHD | CHURCH & DWIGHT CO INC | $297.33万 | 0.05% | 31,861 | -1,805 | -5.4% | -$16.84万 | 减仓 |
| GEV | GE VERNOVA INC | $303.25万 | 0.05% | 3,474 | 28 | 0.8% | $2.44万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $304.72万 | 0.05% | 10,447 | -100 | -0.9% | -$2.92万 | 减仓 |
| WFC | WELLS FARGO & CO | $306.30万 | 0.05% | 38,475 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $315.36万 | 0.05% | 24,084 | -503 | -2.0% | -$6.59万 | 减仓 |
| NFLX | NETFLIX INC. | $343.36万 | 0.05% | 35,711 | -850 | -2.3% | -$8.17万 | 减仓 |
| DIS | DISNEY WALT CO | $344.12万 | 0.05% | 35,705 | -1,855 | -4.9% | -$17.88万 | 减仓 |
| IVE | ISHARES TR | $351.82万 | 0.06% | 16,662 | 0 | 0.0% | — | 不变 |
| XLF | SELECT SECTOR SPDR TR | $352.98万 | 0.06% | 71,496 | -1,700 | -2.3% | -$8.39万 | 减仓 |
| META | META PLATFORMS INC | $360.37万 | 0.06% | 6,299 | 0 | 0.0% | — | 不变 |
| — | HONEYWELL INTL INC | $369.63万 | 0.06% | 16,353 | -980 | -5.7% | -$22.15万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $379.02万 | 0.06% | 41,060 | -60 | -0.1% | -$5,539 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $382.70万 | 0.06% | 12,652 | -1,229 | -8.9% | -$37.17万 | 减仓 |
| EMR | EMERSON ELEC CO | $391.75万 | 0.06% | 29,900 | -801 | -2.6% | -$10.49万 | 减仓 |
| AGG | ISHARES TR | $410.41万 | 0.06% | 41,343 | 407 | 1.0% | $4.04万 | 加仓 |
| DHR | DANAHER CORP DEL | $411.85万 | 0.06% | 21,722 | -365 | -1.7% | -$6.92万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $412.03万 | 0.06% | 24,920 | -1,007 | -3.9% | -$16.65万 | 减仓 |
| SPTM | SPDR SERIES TRUST | $415.92万 | 0.07% | 52,608 | 4,526 | 9.4% | $35.78万 | 加仓 |
| VV | VANGUARD INDEX FDS | $421.38万 | 0.07% | 14,100 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $421.93万 | 0.07% | 33,942 | 450 | 1.3% | $5.59万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $439.66万 | 0.07% | 5,197 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $443.92万 | 0.07% | 15,458 | 1,894 | 14.0% | $54.39万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $445.61万 | 0.07% | 10,202 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $454.21万 | 0.07% | 31,051 | -2,300 | -6.9% | -$33.64万 | 减仓 |
| CRM | SALESFORCE INC | $461.13万 | 0.07% | 24,703 | -196 | -0.8% | -$3.66万 | 减仓 |
| UNP | UNION PAC CORP | $477.09万 | 0.08% | 19,664 | -139 | -0.7% | -$3.37万 | 减仓 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $516.76万 | 0.08% | 36,175 | -25 | -0.1% | -$3,571 | 减仓 |
| NET | CLOUDFLARE INC | $527.82万 | 0.08% | 25,580 | 0 | 0.0% | — | 不变 |
| ECL | ECOLAB INC | $551.33万 | 0.09% | 20,725 | -86 | -0.4% | -$2.29万 | 减仓 |
| QQQ | INVESCO QQQ TR | $554.27万 | 0.09% | 9,603 | 834 | 9.5% | $48.14万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $558.11万 | 0.09% | 21,442 | -5 | -0.0% | -$1,301 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $579.49万 | 0.09% | 150,831 | 28,579 | 23.4% | $109.80万 | 加仓 |
| VB | VANGUARD INDEX FDS | $595.11万 | 0.09% | 22,721 | -2 | -0.0% | -$524 | 减仓 |
| VTI | VANGUARD INDEX FDS | $600.04万 | 0.09% | 18,704 | 1 | 0.0% | $321 | 加仓 |
| IVW | ISHARES TR | $617.52万 | 0.10% | 54,595 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $626.33万 | 0.10% | 17,801 | -105 | -0.6% | -$3.69万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $629.40万 | 0.10% | 42,930 | -3,795 | -8.1% | -$55.64万 | 减仓 |
| CAT | CATERPILLAR INC | $629.75万 | 0.10% | 8,889 | -67 | -0.7% | -$4.75万 | 减仓 |
| APH | AMPHENOL CORP | $705.11万 | 0.11% | 55,806 | -5,511 | -9.0% | -$69.63万 | 减仓 |
| LOW | LOWES COS INC | $750.71万 | 0.12% | 31,772 | -478 | -1.5% | -$11.29万 | 减仓 |
| MPLX | MPLX LP | $753.63万 | 0.12% | 132,053 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $776.02万 | 0.12% | 39,972 | -2,934 | -6.8% | -$56.96万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $781.77万 | 0.12% | 58,824 | -4,804 | -7.6% | -$63.85万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $789.95万 | 0.12% | 11 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $801.19万 | 0.13% | 23,441 | -520 | -2.2% | -$17.77万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $832.34万 | 0.13% | 219,962 | 3,469 | 1.6% | $13.13万 | 加仓 |
| JBL | JABIL INC | $871.16万 | 0.14% | 32,796 | -3,044 | -8.5% | -$80.86万 | 减仓 |
| ORCL | ORACLE CORP | $882.70万 | 0.14% | 60,003 | -1,326 | -2.2% | -$19.51万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $891.64万 | 0.14% | 61,731 | -5,468 | -8.1% | -$78.98万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $901.68万 | 0.14% | 87,823 | -10,086 | -10.3% | -$103.55万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $949.17万 | 0.15% | 15,390 | -170 | -1.1% | -$10.48万 | 减仓 |
| IWM | ISHARES TR | $965.44万 | 0.15% | 38,929 | -150 | -0.4% | -$3.72万 | 减仓 |
| WMT | WALMART INC | $972.59万 | 0.15% | 78,258 | -1,062 | -1.3% | -$13.20万 | 减仓 |
| IJH | ISHARES TR | $980.68万 | 0.15% | 145,222 | -7,088 | -4.7% | -$47.87万 | 减仓 |
| SYK | STRYKER CORPORATION | $986.72万 | 0.16% | 30,029 | -100 | -0.3% | -$3.29万 | 减仓 |
| AVGO | BROADCOM INC | $986.87万 | 0.16% | 31,885 | -623 | -1.9% | -$19.28万 | 减仓 |
| V | VISA INC | $1,015.86万 | 0.16% | 33,611 | -1,345 | -3.8% | -$40.65万 | 减仓 |
| KO | COCA COLA CO | $1,022.51万 | 0.16% | 134,452 | -404 | -0.3% | -$3.07万 | 减仓 |
| RTX | RTX CORPORATION | $1,062.90万 | 0.17% | 55,101 | -9,201 | -14.3% | -$177.49万 | 减仓 |
| MCD | MCDONALDS CORP | $1,081.27万 | 0.17% | 34,791 | -3,218 | -8.5% | -$100.01万 | 减仓 |
| MRK | MERCK & CO INC | $1,104.23万 | 0.17% | 91,797 | -1,303 | -1.4% | -$15.67万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $1,105.95万 | 0.17% | 54,432 | -571 | -1.0% | -$11.60万 | 减仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $1,114.40万 | 0.18% | 135,194 | 63,090 | 87.5% | $520.05万 | 加仓 |
| IWB | ISHARES TR | $1,122.99万 | 0.18% | 31,495 | 17,385 | 123.2% | $619.88万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $1,123.12万 | 0.18% | 58,520 | 7,015 | 13.6% | $134.63万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $1,128.37万 | 0.18% | 208,764 | 66,679 | 46.9% | $360.40万 | 加仓 |
| MCK | MCKESSON CORP | $1,212.11万 | 0.19% | 14,007 | -130 | -0.9% | -$11.25万 | 减仓 |
| ROP | ROPER TECHNOLOGIES INC | $1,263.03万 | 0.20% | 35,693 | -3,178 | -8.2% | -$112.46万 | 减仓 |
| — | EXXON MOBIL CORP | $1,282.71万 | 0.20% | 75,605 | -5,744 | -7.1% | -$97.45万 | 减仓 |
| PEP | PEPSICO INC | $1,299.72万 | 0.20% | 83,696 | -8,607 | -9.3% | -$133.66万 | 减仓 |
| TSLA | TESLA INC | $1,342.43万 | 0.21% | 36,111 | -325 | -0.9% | -$12.08万 | 减仓 |
| CSCO | CISCO SYS INC | $1,359.60万 | 0.21% | 175,229 | -7,081 | -3.9% | -$54.94万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $1,522.24万 | 0.24% | 62,801 | 5,196 | 9.0% | $125.95万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,539.54万 | 0.24% | 240,254 | 21,294 | 9.7% | $136.45万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $1,624.07万 | 0.26% | 174,857 | 2,189 | 1.3% | $20.33万 | 加仓 |
| EFA | ISHARES TR | $1,740.89万 | 0.27% | 179,232 | -1,269 | -0.7% | -$12.33万 | 减仓 |
| ABBV | ABBVIE INC | $1,780.79万 | 0.28% | 81,879 | -2,021 | -2.4% | -$43.95万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $1,923.04万 | 0.30% | 96,981 | -35,811 | -27.0% | -$710.10万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $2,290.81万 | 0.36% | 84,660 | -23,350 | -21.6% | -$631.83万 | 减仓 |
| LLY | ELI LILLY & CO | $2,488.35万 | 0.39% | 27,054 | -7,792 | -22.4% | -$716.68万 | 减仓 |
| IWF | ISHARES TR | $2,547.41万 | 0.40% | 59,742 | -1,934 | -3.1% | -$82.47万 | 减仓 |
| CVX | CHEVRON CORPORATION | $2,989.80万 | 0.47% | 144,505 | -9,445 | -6.1% | -$195.42万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $3,060.68万 | 0.48% | 95,482 | -3,336 | -3.4% | -$106.94万 | 减仓 |
| GLD | SPDR GOLD TR | $3,112.29万 | 0.49% | 72,330 | -1,504 | -2.0% | -$64.72万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $3,254.03万 | 0.51% | 133,122 | -23,197 | -14.8% | -$567.03万 | 减仓 |
| GLDM | WORLD GOLD TR | $3,660.04万 | 0.58% | 394,869 | 40,971 | 11.6% | $379.76万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $3,906.45万 | 0.61% | 775,551 | 65,964 | 9.3% | $332.26万 | 加仓 |
| TJX | TJX COS INC NEW | $4,342.72万 | 0.68% | 271,930 | -34,147 | -11.2% | -$545.33万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $4,514.74万 | 0.71% | 601,164 | 217,918 | 56.9% | $1,636.56万 | 加仓 |