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 |
|---|---|---|---|---|---|---|---|---|
| VT | VANGUARD INTL EQUITY INDEX F | $233.21万 | 0.03% | 14,859 | 525 | 3.7% | $8.24万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $233.76万 | 0.03% | 5,418 | -776 | -12.5% | -$33.48万 | 减仓 |
| BA | BOEING CO | $237.14万 | 0.03% | 10,955 | 0 | 0.0% | — | 不变 |
| PH | PARKER-HANNIFIN CORP | $246.78万 | 0.03% | 2,523 | -81 | -3.1% | -$7.92万 | 减仓 |
| IWD | ISHARES TR | $247.83万 | 0.04% | 10,223 | -175 | -1.7% | -$4.24万 | 减仓 |
| RPM | RPM INTL INC | $250.37万 | 0.04% | 22,525 | -300 | -1.3% | -$3.33万 | 减仓 |
| NFLX | NETFLIX INC. | $254.98万 | 0.04% | 35,711 | 0 | 0.0% | — | 不变 |
| CSR | CENTERSPACE | $257.24万 | 0.04% | 45,781 | 0 | 0.0% | — | 不变 |
| XLY | SELECT SECTOR SPDR TR | $261.71万 | 0.04% | 22,315 | 400 | 1.8% | $4.69万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $264.73万 | 0.04% | 14,292 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMER CORP | $266.92万 | 0.04% | 46,844 | -420 | -0.9% | -$2.39万 | 减仓 |
| IDXX | IDEXX LABS INC | $272.38万 | 0.04% | 5,174 | 200 | 4.0% | $10.53万 | 加仓 |
| ADBE | ADOBE INC | $273.62万 | 0.04% | 13,346 | -189,527 | -93.4% | -$3,885.68万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $290.11万 | 0.04% | 12,260 | 83 | 0.7% | $1.96万 | 加仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $290.63万 | 0.04% | 2,275 | 100 | 4.6% | $12.78万 | 加仓 |
| VGT | VANGUARD WORLD FD | $303.58万 | 0.04% | 25,400 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $303.91万 | 0.04% | 24,009 | -75 | -0.3% | -$9,493 | 减仓 |
| CHD | CHURCH & DWIGHT CO INC | $308.14万 | 0.04% | 31,806 | -55 | -0.2% | -$5,328 | 减仓 |
| AFL | AFLAC INC | $308.30万 | 0.04% | 26,294 | 38 | 0.1% | $4,455 | 加仓 |
| AAXJ | ISHARES TR | $310.08万 | 0.04% | 25,985 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $317.13万 | 0.04% | 38,375 | -100 | -0.3% | -$8,264 | 减仓 |
| IWR | ISHARES TR | $333.61万 | 0.05% | 30,240 | 80 | 0.3% | $8,826 | 加仓 |
| DIS | DISNEY WALT CO | $334.05万 | 0.05% | 34,706 | -999 | -2.8% | -$9.62万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $334.61万 | 0.05% | 63,004 | 29,606 | 88.6% | $157.24万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $334.97万 | 0.05% | 10,147 | -300 | -2.9% | -$9.90万 | 减仓 |
| QCOM | QUALCOMM INC | $335.52万 | 0.05% | 18,157 | -141 | -0.8% | -$2.61万 | 减仓 |
| META | META PLATFORMS INC | $354.81万 | 0.05% | 6,299 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $355.34万 | 0.05% | 6,117 | -160 | -2.5% | -$9.29万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $363.37万 | 0.05% | 3,148 | -507 | -13.9% | -$58.52万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $368.11万 | 0.05% | 31,551 | 500 | 1.6% | $5.83万 | 加仓 |
| IVE | ISHARES TR | $377.62万 | 0.05% | 16,631 | -31 | -0.2% | -$7,039 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $378.35万 | 0.05% | 41,085 | 25 | 0.1% | $2,302 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $383.29万 | 0.05% | 71,496 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $386.81万 | 0.05% | 24,691 | -12 | -0.0% | -$1,880 | 减仓 |
| GLW | CORNING INC | $397.14万 | 0.06% | 15,548 | -200 | -1.3% | -$5.11万 | 减仓 |
| GE | GE AEROSPACE | $403.03万 | 0.06% | 10,784 | 512 | 5.0% | $19.13万 | 加仓 |
| DHR | DANAHER CORP DEL | $408.66万 | 0.06% | 21,454 | -268 | -1.2% | -$5.10万 | 减仓 |
| AGG | ISHARES TR | $413.24万 | 0.06% | 41,750 | 407 | 1.0% | $4.03万 | 加仓 |
| GEV | GE VERNOVA INC | $420.25万 | 0.06% | 3,577 | 103 | 3.0% | $12.10万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $427.72万 | 0.06% | 12,645 | -7 | -0.1% | -$2,368 | 减仓 |
| EMR | EMERSON ELEC CO | $427.73万 | 0.06% | 29,880 | -20 | -0.1% | -$2,863 | 减仓 |
| INTC | INTEL CORP | $428.15万 | 0.06% | 30,663 | -2,255 | -6.9% | -$31.49万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $449.31万 | 0.06% | 24,836 | -84 | -0.3% | -$1.52万 | 减仓 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $475.45万 | 0.07% | 36,175 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD INDEX FDS | $484.91万 | 0.07% | 14,100 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $498.18万 | 0.07% | 61,832 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $499.46万 | 0.07% | 33,677 | -265 | -0.8% | -$3.93万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $504.07万 | 0.07% | 4,984 | -213 | -4.1% | -$21.54万 | 减仓 |
| UNP | UNION PAC CORP | $517.29万 | 0.07% | 19,018 | -646 | -3.3% | -$17.57万 | 减仓 |
| NET | CLOUDFLARE INC | $524.90万 | 0.07% | 21,400 | -4,180 | -16.3% | -$102.53万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $533.08万 | 0.08% | 61,885 | 673 | 1.1% | $5.80万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $535.70万 | 0.08% | 59,037 | -28,786 | -32.8% | -$261.20万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $542.89万 | 0.08% | 20,072 | -1,370 | -6.4% | -$37.05万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $551.00万 | 0.08% | 165,515 | 14,684 | 9.7% | $48.88万 | 加仓 |
| MELI | MERCADOLIBRE INC | $553.86万 | 0.08% | 3,263 | -23,338 | -87.7% | -$3,961.37万 | 减仓 |
| ECL | ECOLAB INC | $575.50万 | 0.08% | 20,656 | -69 | -0.3% | -$1.92万 | 减仓 |
| SPTM | SPDR SERIES TRUST | $604.94万 | 0.09% | 66,631 | 14,023 | 26.7% | $127.31万 | 加仓 |
| AMGN | AMGEN INC | $607.28万 | 0.09% | 16,770 | -1,031 | -5.8% | -$37.33万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $657.85万 | 0.09% | 52,865 | -44,116 | -45.5% | -$548.98万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $670.61万 | 0.09% | 42,267 | -663 | -1.5% | -$10.52万 | 减仓 |
| LOW | LOWES COS INC | $696.00万 | 0.10% | 31,566 | -206 | -0.6% | -$4.54万 | 减仓 |
| VB | VANGUARD INDEX FDS | $698.02万 | 0.10% | 23,028 | 307 | 1.4% | $9.31万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $700.06万 | 0.10% | 18,918 | 214 | 1.1% | $7.92万 | 加仓 |
| QQQ | INVESCO QQQ TR | $720.20万 | 0.10% | 9,780 | 177 | 1.8% | $13.03万 | 加仓 |
| MCD | MCDONALDS CORP | $742.51万 | 0.11% | 27,469 | -7,322 | -21.0% | -$197.92万 | 减仓 |
| IVW | ISHARES TR | $750.85万 | 0.11% | 54,595 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PARTNERS L | $808.58万 | 0.11% | 219,962 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $817.79万 | 0.12% | 55,803 | -4,200 | -7.0% | -$61.55万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $823.74万 | 0.12% | 11 | 0 | 0.0% | — | 不变 |
| MPLX | MPLX LP | $856.51万 | 0.12% | 152,053 | 20,000 | 15.1% | $112.66万 | 加仓 |
| WMT | WALMART INC | $871.98万 | 0.12% | 76,989 | -1,269 | -1.6% | -$14.37万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $887.82万 | 0.13% | 60,544 | -1,187 | -1.9% | -$17.41万 | 减仓 |
| CAT | CATERPILLAR INC | $913.90万 | 0.13% | 8,582 | -307 | -3.5% | -$32.69万 | 减仓 |
| SYK | STRYKER CORPORATION | $927.42万 | 0.13% | 29,457 | -572 | -1.9% | -$18.01万 | 减仓 |
| MCK | MCKESSON CORP | $998.00万 | 0.14% | 13,208 | -799 | -5.7% | -$60.37万 | 减仓 |
| ROP | ROPER TECHNOLOGIES INC | $1,007.05万 | 0.14% | 29,760 | -5,933 | -16.6% | -$200.77万 | 减仓 |
| KO | COCA COLA CO | $1,020.83万 | 0.14% | 125,610 | -8,842 | -6.6% | -$71.86万 | 减仓 |
| — | EXXON MOBIL CORP | $1,032.37万 | 0.15% | 75,510 | -95 | -0.1% | -$1.30万 | 减仓 |
| RTX | RTX CORPORATION | $1,043.97万 | 0.15% | 55,024 | -77 | -0.1% | -$1.46万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $1,063.77万 | 0.15% | 15,125 | -265 | -1.7% | -$18.64万 | 减仓 |
| TXN | TEXAS INSTRS INC | $1,109.95万 | 0.16% | 37,238 | -2,734 | -6.8% | -$81.49万 | 减仓 |
| PEP | PEPSICO INC | $1,120.02万 | 0.16% | 82,719 | -977 | -1.2% | -$13.23万 | 减仓 |
| IJH | ISHARES TR | $1,151.56万 | 0.16% | 149,340 | 4,118 | 2.8% | $31.75万 | 加仓 |
| V | VISA INC | $1,155.24万 | 0.16% | 33,672 | 61 | 0.2% | $2.09万 | 加仓 |
| IWM | ISHARES TR | $1,165.45万 | 0.16% | 38,790 | -139 | -0.4% | -$4.18万 | 减仓 |
| MRK | MERCK & CO INC | $1,170.49万 | 0.17% | 91,089 | -708 | -0.8% | -$9.10万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $1,193.76万 | 0.17% | 62,658 | 3,834 | 6.5% | $73.05万 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $1,205.02万 | 0.17% | 136,099 | 905 | 0.7% | $8.01万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $1,220.57万 | 0.17% | 54,502 | 70 | 0.1% | $1.57万 | 加仓 |
| JBL | JABIL INC | $1,223.51万 | 0.17% | 31,740 | -1,056 | -3.2% | -$40.71万 | 减仓 |
| IWB | ISHARES TR | $1,263.92万 | 0.18% | 30,865 | -630 | -2.0% | -$25.80万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $1,282.60万 | 0.18% | 214,877 | 6,113 | 2.9% | $36.49万 | 加仓 |
| TSLA | TESLA INC | $1,320.10万 | 0.19% | 31,386 | -4,725 | -13.1% | -$198.73万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $1,513.05万 | 0.21% | 71,112 | 12,592 | 21.5% | $267.92万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $1,548.39万 | 0.22% | 176,414 | 1,557 | 0.9% | $13.67万 | 加仓 |
| AMAT | APPLIED MATLS INC | $1,640.05万 | 0.23% | 22,684 | -757 | -3.2% | -$54.73万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $1,701.80万 | 0.24% | 60,517 | -2,284 | -3.6% | -$64.23万 | 减仓 |
| EFA | ISHARES TR | $1,887.12万 | 0.27% | 181,663 | 2,431 | 1.4% | $25.25万 | 加仓 |
| CSCO | CISCO SYS INC | $1,997.14万 | 0.28% | 170,027 | -5,202 | -3.0% | -$61.10万 | 减仓 |
| ABBV | ABBVIE INC | $2,008.19万 | 0.28% | 79,804 | -2,075 | -2.5% | -$52.22万 | 减仓 |