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 |
|---|---|---|---|---|---|---|---|---|
| BWA | BORGWARNER INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IOT | SAMSARA INC | $0 | 0.00% | 0 | -25,215 | -100.0% | -$89.39万 | 清仓 |
| EXE | EXPAND ENERGY CORPORATION | $0 | 0.00% | 0 | -5,028 | -100.0% | -$55.49万 | 清仓 |
| BSX | BOSTON SCIENTIFIC CORP | $0 | 0.00% | 0 | -3,210 | -100.0% | -$30.61万 | 清仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -5,000 | -100.0% | -$29.06万 | 清仓 |
| RIOT | RIOT PLATFORMS INC | $0 | 0.00% | 0 | -20,000 | -100.0% | -$25.34万 | 清仓 |
| BIP | BROOKFIELD INFRAST PARTNERS | $0 | 0.00% | 0 | -6,896 | -100.0% | -$23.96万 | 清仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $0 | 0.00% | 0 | -600 | -100.0% | -$23.86万 | 清仓 |
| XYL | XYLEM INC | $0 | 0.00% | 0 | -1,639 | -100.0% | -$22.32万 | 清仓 |
| ROIV | ROIVANT SCIENCES LTD | $0 | 0.00% | 0 | -10,000 | -100.0% | -$21.70万 | 清仓 |
| T | AT&T INC | $0 | 0.00% | 0 | -8,710 | -100.0% | -$21.64万 | 清仓 |
| VMRK | EQUITY RESIDENTIAL | $0 | 0.00% | 0 | -3,421 | -100.0% | -$21.57万 | 清仓 |
| EPI | WISDOMTREE TR | $0 | 0.00% | 0 | -4,475 | -100.0% | -$20.71万 | 清仓 |
| A | AGILENT TECHNOLOGIES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FSLR | FIRST SOLAR INC | $0 | 0.00% | 0 | -783 | -100.0% | -$20.45万 | 清仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MET | METLIFE INC | $0 | 0.00% | 0 | -2,570 | -100.0% | -$20.29万 | 清仓 |
| — | HAYMAKER ACQUISITION CORP IV | $0 | 0.00% | 0 | -16,763 | -100.0% | -$19.08万 | 清仓 |
| — | CALISA ACQUISITION CORP | $0 | 0.00% | 0 | -16,590 | -100.0% | -$17.34万 | 清仓 |
| — | CARTESIAN GROWTH CORP III | $0 | 0.00% | 0 | -10,100 | -100.0% | -$10.40万 | 清仓 |
| — | BLUE RIDGE BANKSHARES INC VA | $0 | 0.00% | 0 | -20,000 | -100.0% | -$8.54万 | 清仓 |
| — | INDIGO ACQUISITION CORP | $1,289 | 0.00% | 10,730 | 0 | 0.0% | — | 不变 |
| — | MCKINLEY ACQUISITION CORP | $1,549 | 0.00% | 12,910 | 0 | 0.0% | — | 不变 |
| — | IB ACQUISITION CORP | $2,153 | 0.00% | 19,576 | 0 | 0.0% | — | 不变 |
| — | CAYSON ACQUISITION CORP | $2,340 | 0.00% | 13,000 | 0 | 0.0% | — | 不变 |
| — | TAILWIND 2.0 ACQUISITION COR | $3,250 | 0.00% | 23,200 | 23,200 | — | $3,250 | 新建仓 |
| — | CALISA ACQUISITION CORP | $9,124 | 0.00% | 16,590 | 16,590 | — | $9,124 | 新建仓 |
| — | CHEGG INC | $1.01万 | 0.00% | 13,688 | 0 | 0.0% | — | 不变 |
| PLUG | PLUG PWR INC | $4.52万 | 0.00% | 20,000 | 0 | 0.0% | — | 不变 |
| AUR | AURORA INNOVATION INC | $4.94万 | 0.00% | 12,000 | 0 | 0.0% | — | 不变 |
| MGNX | MACROGENICS INC | $5.07万 | 0.00% | 17,543 | 0 | 0.0% | — | 不变 |
| SOUN | SOUNDHOUND AI INC | $9.07万 | 0.00% | 13,200 | 0 | 0.0% | — | 不变 |
| — | INDIGO ACQUISITION CORP | $10.87万 | 0.00% | 10,730 | 0 | 0.0% | — | 不变 |
| LAB | STANDARD BIOTOOLS INC | $11.49万 | 0.00% | 125,000 | 0 | 0.0% | — | 不变 |
| — | METALS ACQUISITION CORP II | $12.74万 | 0.00% | 12,630 | 12,630 | — | $12.74万 | 新建仓 |
| MKLY | MCKINLEY ACQUISITION CORP | $12.95万 | 0.00% | 12,910 | 0 | 0.0% | — | 不变 |
| — | TWELVE SEAS INVT CO III | $13.62万 | 0.00% | 13,610 | 0 | 0.0% | — | 不变 |
| JOBY | JOBY AVIATION INC | $14.86万 | 0.00% | 17,994 | 0 | 0.0% | — | 不变 |
| — | LEGATO MERGER CORP III | $15.72万 | 0.00% | 14,300 | 0 | 0.0% | — | 不变 |
| MBVI | M3-BRIGADE ACQUISITION VI CO | $16.08万 | 0.00% | 15,999 | 0 | 0.0% | — | 不变 |
| FIGX | FIGX CAP ACQUISITION CORP. | $16.12万 | 0.00% | 15,940 | 0 | 0.0% | — | 不变 |
| CUB | LIONHEART HOLDINGS | $16.25万 | 0.00% | 15,100 | 0 | 0.0% | — | 不变 |
| — | CALISA ACQUISITION CORP | $16.56万 | 0.00% | 16,590 | 16,590 | — | $16.56万 | 新建仓 |
| — | CENTURION ACQUISITION CORP | $16.57万 | 0.00% | 15,400 | 0 | 0.0% | — | 不变 |
| — | KENSINGTON CAP ACQUIST CORP | $16.66万 | 0.00% | 16,590 | 16,590 | — | $16.66万 | 新建仓 |
| ACHR | ARCHER AVIATION INC | $20.03万 | 0.00% | 38,750 | 0 | 0.0% | — | 不变 |
| SCHA | SCHWAB STRATEGIC TR | $20.49万 | 0.00% | 7,046 | 0 | 0.0% | — | 不变 |
| OKE | ONEOK INC NEW | $20.72万 | 0.00% | 2,292 | 2,292 | — | $20.72万 | 新建仓 |
| HUBB | HUBBELL INC | $20.86万 | 0.00% | 425 | -228 | -34.9% | -$11.19万 | 重新持有 |
| IEI | ISHARES TR | $20.87万 | 0.00% | 1,760 | 0 | 0.0% | — | 不变 |
| ETH | GRAYSCALE ETHEREUM STAKING | $20.95万 | 0.00% | 10,550 | 10,550 | — | $20.95万 | 新建仓 |
| CE | CELANESE CORP DEL | $21.01万 | 0.00% | 3,195 | 3,195 | — | $21.01万 | 新建仓 |
| ICF | ISHARES TR | $21.05万 | 0.00% | 3,401 | 0 | 0.0% | — | 不变 |
| HODL | VANECK BITCOIN ETF | $21.08万 | 0.00% | 11,000 | 11,000 | — | $21.08万 | 新建仓 |
| GIS | GENERAL MILLS INC | $21.10万 | 0.00% | 5,669 | -1,633 | -22.4% | -$6.08万 | 减仓 |
| SHOP | SHOPIFY INC | $21.23万 | 0.00% | 1,790 | -2,000 | -52.8% | -$23.72万 | 减仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $21.26万 | 0.00% | 1,280 | 0 | 0.0% | — | 不变 |
| EW | EDWARDS LIFESCIENCES CORP | $21.29万 | 0.00% | 2,658 | 0 | 0.0% | — | 不变 |
| EMN | EASTMAN CHEM CO | $21.41万 | 0.00% | 2,805 | 2,805 | — | $21.41万 | 新建仓 |
| VHT | VANGUARD WORLD FD | $21.46万 | 0.00% | 788 | 0 | 0.0% | — | 不变 |
| VONG | VANGUARD SCOTTSDALE FDS | $21.78万 | 0.00% | 1,986 | -115 | -5.5% | -$1.26万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $21.85万 | 0.00% | 8,523 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP | $21.94万 | 0.00% | 616 | 616 | — | $21.94万 | 新建仓 |
| AMP | AMERIPRISE FINL INC | $22.35万 | 0.00% | 503 | -334 | -39.9% | -$14.84万 | 减仓 |
| WSM | WILLIAMS SONOMA INC | $22.43万 | 0.00% | 1,230 | 0 | 0.0% | — | 不变 |
| PNR | PENTAIR PLC | $22.45万 | 0.00% | 2,577 | -2 | -0.1% | -$174 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $22.65万 | 0.00% | 7,317 | 0 | 0.0% | — | 不变 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $22.83万 | 0.00% | 5,136 | 0 | 0.0% | — | 不变 |
| ACU | ACME UTD CORP | $22.90万 | 0.00% | 5,100 | 0 | 0.0% | — | 不变 |
| TDWD | TAILWIND 2.0 ACQUISITION COR | $23.01万 | 0.00% | 23,200 | 23,200 | — | $23.01万 | 新建仓 |
| GGG | GRACO INC | $23.16万 | 0.00% | 2,736 | 0 | 0.0% | — | 不变 |
| CSL | CARLISLE COS INC | $23.35万 | 0.00% | 700 | 0 | 0.0% | — | 不变 |
| FRMI | FERMI INC | $23.36万 | 0.00% | 40,000 | 25,000 | 166.7% | $14.60万 | 加仓 |
| NUE | NUCOR CORP | $23.44万 | 0.00% | 1,386 | -100 | -6.7% | -$1.69万 | 减仓 |
| KR | KROGER CO | $23.57万 | 0.00% | 3,257 | 0 | 0.0% | — | 不变 |
| COLB | COLUMBIA BKG SYS INC | $23.72万 | 0.00% | 8,647 | 0 | 0.0% | — | 不变 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $23.84万 | 0.00% | 3,130 | 3,130 | — | $23.84万 | 新建仓 |
| KVUE | KENVUE INC | $23.87万 | 0.00% | 13,846 | 0 | 0.0% | — | 不变 |
| KKR | KKR & CO INC | $23.88万 | 0.00% | 2,582 | -20 | -0.8% | -$1,850 | 减仓 |
| EWJ | ISHARES INC | $23.90万 | 0.00% | 2,830 | 0 | 0.0% | — | 不变 |
| HSIC | SCHEIN HENRY INC | $25.05万 | 0.00% | 3,399 | 0 | 0.0% | — | 不变 |
| FXI | ISHARES TR | $25.13万 | 0.00% | 7,000 | 0 | 0.0% | — | 不变 |
| AZN | ASTRAZENECA PLC | $25.20万 | 0.00% | 1,278 | 1,278 | — | $25.20万 | 新建仓 |
| VTIP | VANGUARD MALVERN FDS | $25.33万 | 0.00% | 5,071 | 0 | 0.0% | — | 不变 |
| COIN | COINBASE GLOBAL INC | $25.35万 | 0.00% | 1,452 | 175 | 13.7% | $3.06万 | 加仓 |
| — | DUPONT DE NEMOURS INC | $25.52万 | 0.00% | 5,571 | -2,777 | -33.3% | -$12.72万 | 减仓 |
| SNPS | SYNOPSYS INC | $25.61万 | 0.00% | 646 | 0 | 0.0% | — | 不变 |
| — | CHART INDS INC | $25.84万 | 0.00% | 1,250 | -85 | -6.4% | -$1.76万 | 减仓 |
| HALO | HALOZYME THERAPEUTICS INC | $25.85万 | 0.00% | 4,000 | 0 | 0.0% | — | 不变 |
| — | HOLOGIC INC | $26.19万 | 0.00% | 3,465 | 0 | 0.0% | — | 不变 |
| USMV | ISHARES TR | $26.56万 | 0.00% | 2,864 | 0 | 0.0% | — | 不变 |
| PLD | PROLOGIS INC. | $26.62万 | 0.00% | 2,014 | 2,014 | — | $26.62万 | 新建仓 |
| FCX | FREEPORT MCMORAN INC | $26.70万 | 0.00% | 4,543 | 4,543 | — | $26.70万 | 新建仓 |
| — | INVESCO CURRENCYSHARES SWISS | $27.05万 | 0.00% | 2,450 | 0 | 0.0% | — | 不变 |
| SPYD | SPDR SERIES TRUST | $27.17万 | 0.00% | 5,969 | 0 | 0.0% | — | 不变 |
| TECH | BIO-TECHNE CORP | $27.21万 | 0.00% | 5,207 | -1,728 | -24.9% | -$9.03万 | 减仓 |
| VMC | VULCAN MATLS CO | $27.23万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCHANGE TRADED FD T | $27.71万 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| CRWV | COREWEAVE INC | $27.89万 | 0.00% | 3,600 | 0 | 0.0% | — | 不变 |
| VLO | VALERO ENERGY CORP | $28.07万 | 0.00% | 1,136 | 1,136 | — | $28.07万 | 新建仓 |