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 |
|---|---|---|---|---|---|---|---|---|
| VEA | VANGUARD TAX-MANAGED FDS | $2,097.64万 | 0.30% | 294,405 | 54,151 | 22.5% | $385.83万 | 加仓 |
| CVX | CHEVRON CORPORATION | $2,361.29万 | 0.33% | 142,452 | -2,053 | -1.4% | -$34.03万 | 减仓 |
| GLD | SPDR GOLD TR | $2,590.45万 | 0.37% | 70,320 | -2,010 | -2.8% | -$74.04万 | 减仓 |
| IWF | ISHARES TR | $2,860.86万 | 0.40% | 230,399 | -8,569 | -3.6% | -$106.40万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $2,861.36万 | 0.40% | 68,844 | -15,816 | -18.7% | -$657.36万 | 减仓 |
| CASY | CASEYS GEN STORES INC | $2,989.92万 | 0.42% | 37,619 | 37,619 | — | $2,989.92万 | 新建仓 |
| AMT | AMERICAN TOWER CORP | $3,037.61万 | 0.43% | 185,707 | -160,443 | -46.4% | -$2,624.37万 | 减仓 |
| LLY | ELI LILLY & CO | $3,094.29万 | 0.44% | 25,798 | -1,256 | -4.6% | -$150.65万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $3,185.99万 | 0.45% | 92,530 | -2,952 | -3.1% | -$101.64万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $3,304.38万 | 0.47% | 130,109 | -3,013 | -2.3% | -$76.52万 | 减仓 |
| GLDM | WORLD GOLD TR | $3,480.78万 | 0.49% | 438,275 | 43,406 | 11.0% | $344.73万 | 加仓 |
| TJX | TJX COS INC NEW | $3,916.26万 | 0.55% | 258,499 | -13,431 | -4.9% | -$203.48万 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $4,460.76万 | 0.63% | 883,494 | 107,943 | 13.9% | $545.00万 | 加仓 |
| IAU | ISHARES GOLD TR | $4,741.76万 | 0.67% | 627,964 | 7,332 | 1.2% | $55.36万 | 加仓 |
| DXJ | WISDOMTREE TR | $5,392.39万 | 0.76% | 310,765 | 3,141 | 1.0% | $54.50万 | 加仓 |
| ARCC | ARES CAPITAL CORP | $5,572.53万 | 0.79% | 3,007,303 | -113,705 | -3.6% | -$210.70万 | 减仓 |
| NOW | SERVICENOW INC | $5,848.26万 | 0.83% | 589,067 | 584,037 | 11,611.1% | $5,798.32万 | 加仓 |
| IVV | ISHARES TR | $6,045.68万 | 0.86% | 80,729 | 788 | 1.0% | $59.01万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $6,158.25万 | 0.87% | 735,314 | 134,150 | 22.3% | $1,123.51万 | 加仓 |
| PGR | PROGRESSIVE CORP | $6,738.68万 | 0.95% | 308,477 | -8,893 | -2.8% | -$194.27万 | 减仓 |
| BLDR | BUILDERS FIRSTSOURCE INC | $6,882.32万 | 0.97% | 769,146 | -33,572 | -4.2% | -$300.40万 | 减仓 |
| CROX | CROCS INC | $7,176.37万 | 1.02% | 594,858 | -43,289 | -6.8% | -$522.24万 | 减仓 |
| EOG | EOG RES INC | $7,570.43万 | 1.07% | 583,553 | 34,350 | 6.3% | $445.62万 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $7,718.11万 | 1.09% | 168,103 | 16,721 | 11.0% | $767.71万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $8,677.58万 | 1.23% | 116,201 | 527 | 0.5% | $39.35万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $8,800.25万 | 1.25% | 1,219,547 | 63,515 | 5.5% | $458.32万 | 加仓 |
| AVGO | BROADCOM INC | $9,305.91万 | 1.32% | 246,351 | 214,466 | 672.6% | $8,101.45万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $9,308.49万 | 1.32% | 99,506 | -613 | -0.6% | -$57.34万 | 减仓 |
| APH | AMPHENOL CORP | $9,817.80万 | 1.39% | 556,817 | 501,011 | 897.8% | $8,833.83万 | 加仓 |
| DLN | WISDOMTREE TR | $9,973.59万 | 1.41% | 1,035,464 | -10,966 | -1.0% | -$105.62万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $1.00亿 | 1.42% | 146,121 | 20,657 | 16.5% | $1,418.74万 | 加仓 |
| BLK | BLACKROCK INC | $1.02亿 | 1.44% | 105,813 | -357 | -0.3% | -$34.33万 | 减仓 |
| SN | SHARKNINJA INC | $1.08亿 | 1.52% | 707,286 | 36,875 | 5.5% | $561.50万 | 加仓 |
| GNRC | GENERAC HLDGS INC | $1.08亿 | 1.53% | 370,495 | -15,654 | -4.1% | -$458.36万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1.26亿 | 1.78% | 251,501 | -6,157 | -2.4% | -$308.09万 | 减仓 |
| CBRE | CBRE GROUP INC | $1.32亿 | 1.87% | 982,835 | -4,246 | -0.4% | -$57.19万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $1.33亿 | 1.88% | 265,163 | -1,590 | -0.6% | -$79.72万 | 减仓 |
| CB | CHUBB LIMITED | $1.42亿 | 2.01% | 416,081 | -4,489 | -1.1% | -$152.96万 | 减仓 |
| HD | HOME DEPOT INC | $1.51亿 | 2.14% | 429,314 | -2,885 | -0.7% | -$101.75万 | 减仓 |
| VIK | VIKING HOLDINGS LTD | $1.53亿 | 2.17% | 1,465,035 | -207,181 | -12.4% | -$2,168.56万 | 减仓 |
| BX | BLACKSTONE INC | $1.59亿 | 2.25% | 1,349,169 | 3,504 | 0.3% | $41.23万 | 加仓 |
| AZO | AUTOZONE INC | $1.65亿 | 2.33% | 51,587 | 162 | 0.3% | $51.77万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $1.70亿 | 2.41% | 519,610 | -12,523 | -2.4% | -$409.92万 | 减仓 |
| WMB | WILLIAMS COS INC | $1.75亿 | 2.47% | 2,347,956 | -22,678 | -1.0% | -$168.59万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $2.00亿 | 2.83% | 389,561 | -2,501 | -0.6% | -$128.45万 | 减仓 |
| FIX | COMFORT SYS USA INC | $2.23亿 | 3.15% | 112,392 | -21,916 | -16.3% | -$4,343.64万 | 减仓 |
| MS | MORGAN STANLEY | $2.27亿 | 3.22% | 1,088,168 | -89,225 | -7.6% | -$1,865.16万 | 减仓 |
| GOOGL | ALPHABET INC | $2.42亿 | 3.43% | 677,951 | -36,057 | -5.0% | -$1,288.57万 | 减仓 |
| AMZN | AMAZON COM INC | $2.66亿 | 3.76% | 1,113,972 | -8,215 | -0.7% | -$195.80万 | 减仓 |
| GOOG | ALPHABET INC | $2.88亿 | 4.08% | 815,308 | -72,117 | -8.1% | -$2,548.11万 | 减仓 |
| MSFT | MICROSOFT CORP | $2.92亿 | 4.14% | 783,550 | -651 | -0.1% | -$24.28万 | 减仓 |
| AAPL | APPLE INC | $4.27亿 | 6.04% | 1,474,930 | -29,408 | -2.0% | -$850.95万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $4.30亿 | 6.09% | 2,151,462 | -31,467 | -1.4% | -$629.62万 | 减仓 |