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 |
|---|---|---|---|---|---|---|---|---|
| MELI | MERCADOLIBRE INC | $4,599.37万 | 0.72% | 26,601 | 2,992 | 12.7% | $517.32万 | 加仓 |
| DXJ | WISDOMTREE TR | $4,878.30万 | 0.77% | 307,624 | 17,963 | 6.2% | $284.86万 | 加仓 |
| ADBE | ADOBE INC | $4,931.44万 | 0.78% | 202,873 | -7,760 | -3.7% | -$188.63万 | 减仓 |
| IVV | ISHARES TR | $5,221.80万 | 0.82% | 79,941 | 1,331 | 1.7% | $86.94万 | 加仓 |
| CROX | CROCS INC | $5,297.90万 | 0.83% | 638,147 | -127 | -0.0% | -$1.05万 | 减仓 |
| IAU | ISHARES GOLD TR | $5,471.49万 | 0.86% | 620,632 | -5,087 | -0.8% | -$44.85万 | 减仓 |
| ARCC | ARES CAPITAL CORP | $5,624.06万 | 0.88% | 3,121,008 | 182,651 | 6.2% | $329.14万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $5,973.86万 | 0.94% | 346,150 | -11,366 | -3.2% | -$196.15万 | 减仓 |
| PGR | PROGRESSIVE CORP | $6,291.54万 | 0.99% | 317,370 | 40,117 | 14.5% | $795.28万 | 加仓 |
| BLDR | BUILDERS FIRSTSOURCE INC | $6,608.78万 | 1.04% | 802,718 | -16,700 | -2.0% | -$137.49万 | 减仓 |
| SN | SHARKNINJA INC | $7,099.65万 | 1.12% | 670,411 | 132,749 | 24.7% | $1,405.81万 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $7,340.66万 | 1.15% | 151,382 | 150,896 | 31,048.6% | $7,317.10万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $7,497.10万 | 1.18% | 125,464 | 16,815 | 15.5% | $1,004.78万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $7,522.77万 | 1.18% | 115,674 | -874 | -0.7% | -$56.84万 | 减仓 |
| GNRC | GENERAC HLDGS INC | $7,542.65万 | 1.19% | 386,149 | -8,866 | -2.2% | -$173.18万 | 减仓 |
| EOG | EOG RES INC | $7,939.83万 | 1.25% | 549,203 | -3,051 | -0.6% | -$44.11万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $8,315.34万 | 1.31% | 1,156,032 | 68,433 | 6.3% | $492.24万 | 加仓 |
| DLN | WISDOMTREE TR | $9,347.76万 | 1.47% | 1,046,430 | 12,571 | 1.2% | $112.30万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $9,976.16万 | 1.57% | 100,119 | -1,117 | -1.1% | -$111.30万 | 减仓 |
| BLK | BLACKROCK INC | $1.02亿 | 1.61% | 106,170 | -2,397 | -2.2% | -$230.52万 | 减仓 |
| VIK | VIKING HOLDINGS LTD | $1.23亿 | 1.93% | 1,672,216 | 14,465 | 0.9% | $106.29万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1.23亿 | 1.94% | 257,658 | -8,789 | -3.3% | -$421.17万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $1.31亿 | 2.06% | 266,753 | -8,002 | -2.9% | -$393.32万 | 减仓 |
| CBRE | CBRE GROUP INC | $1.34亿 | 2.10% | 987,081 | -9,919 | -1.0% | -$134.36万 | 减仓 |
| CB | CHUBB LTD SWITZ | $1.37亿 | 2.16% | 420,570 | -8,906 | -2.1% | -$290.27万 | 减仓 |
| HD | HOME DEPOT INC | $1.42亿 | 2.24% | 432,199 | -8,119 | -1.8% | -$267.03万 | 减仓 |
| BX | BLACKSTONE INC | $1.55亿 | 2.43% | 1,345,665 | 28,573 | 2.2% | $328.56万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $1.57亿 | 2.46% | 532,133 | -54,861 | -9.3% | -$1,613.79万 | 减仓 |
| WMB | WILLIAMS COS INC | $1.73亿 | 2.71% | 2,370,634 | -88,419 | -3.6% | -$643.51万 | 减仓 |
| AZO | AUTOZONE INC | $1.74亿 | 2.73% | 51,425 | -536 | -1.0% | -$181.05万 | 减仓 |
| FIX | COMFORT SYS USA INC | $1.85亿 | 2.91% | 134,308 | -20,929 | -13.5% | -$2,886.09万 | 减仓 |
| MS | MORGAN STANLEY | $1.94亿 | 3.05% | 1,177,393 | -39,209 | -3.2% | -$645.26万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $1.96亿 | 3.08% | 392,062 | -7,117 | -1.8% | -$355.61万 | 减仓 |
| GOOGL | ALPHABET INC | $2.05亿 | 3.23% | 714,008 | -37,360 | -5.0% | -$1,074.32万 | 减仓 |
| AMZN | AMAZON COM INC | $2.34亿 | 3.67% | 1,122,187 | -22,587 | -2.0% | -$470.42万 | 减仓 |
| GOOG | ALPHABET INC | $2.55亿 | 4.00% | 887,425 | -65,578 | -6.9% | -$1,881.17万 | 减仓 |
| MSFT | MICROSOFT CORP | $2.90亿 | 4.56% | 784,201 | -27,332 | -3.4% | -$1,011.75万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $3.81亿 | 5.99% | 2,182,929 | -81,972 | -3.6% | -$1,429.59万 | 减仓 |
| AAPL | APPLE INC | $3.82亿 | 6.00% | 1,504,338 | -72,216 | -4.6% | -$1,832.77万 | 减仓 |