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 |
|---|---|---|---|---|---|---|---|---|
| WTM | WHITE MTNS INS GROUP LTD | $0 | 0.00% | 0 | -200 | -100.0% | -$43.94万 | 清仓 |
| XOP | SPDR SERIES TRUST | $0 | 0.00% | 0 | -1,586 | -100.0% | -$28.84万 | 清仓 |
| — | HOLOGIC INC | $0 | 0.00% | 0 | -3,465 | -100.0% | -$26.19万 | 清仓 |
| FXI | ISHARES TR | $0 | 0.00% | 0 | -7,000 | -100.0% | -$25.13万 | 清仓 |
| KR | KROGER CO | $0 | 0.00% | 0 | -3,257 | -100.0% | -$23.57万 | 清仓 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $0 | 0.00% | 0 | -5,136 | -100.0% | -$22.83万 | 清仓 |
| PNR | PENTAIR PLC | $0 | 0.00% | 0 | -2,577 | -100.0% | -$22.45万 | 清仓 |
| FDX | FEDEX CORP | $0 | 0.00% | 0 | -616 | -100.0% | -$21.94万 | 清仓 |
| EMN | EASTMAN CHEM CO | $0 | 0.00% | 0 | -2,805 | -100.0% | -$21.41万 | 清仓 |
| GIS | GENERAL MILLS INC | $0 | 0.00% | 0 | -5,669 | -100.0% | -$21.10万 | 清仓 |
| CE | CELANESE CORP DEL | $0 | 0.00% | 0 | -3,195 | -100.0% | -$21.01万 | 清仓 |
| ETH | GRAYSCALE ETHEREUM STAKING | $0 | 0.00% | 0 | -10,550 | -100.0% | -$20.95万 | 清仓 |
| OKE | ONEOK INC NEW | $0 | 0.00% | 0 | -2,292 | -100.0% | -$20.72万 | 清仓 |
| — | KENSINGTON CAP ACQUIST CORP | $0 | 0.00% | 0 | -16,590 | -100.0% | -$16.66万 | 清仓 |
| — | CENTURION ACQUISITION CORP | $0 | 0.00% | 0 | -15,400 | -100.0% | -$16.57万 | 清仓 |
| — | LEGATO MERGER CORP III | $0 | 0.00% | 0 | -14,300 | -100.0% | -$15.72万 | 清仓 |
| — | TWELVE SEAS INVT CO III | $0 | 0.00% | 0 | -13,610 | -100.0% | -$13.62万 | 清仓 |
| — | METALS ACQUISITION CORP II | $0 | 0.00% | 0 | -12,630 | -100.0% | -$12.74万 | 清仓 |
| SOUN | SOUNDHOUND AI INC | $0 | 0.00% | 0 | -13,200 | -100.0% | -$9.07万 | 清仓 |
| AUR | AURORA INNOVATION INC | $0 | 0.00% | 0 | -12,000 | -100.0% | -$4.94万 | 清仓 |
| — | INDIGO ACQUISITION CORP | $1,181 | 0.00% | 10,730 | 0 | 0.0% | — | 不变 |
| — | TWELVE SEAS INVT CO III | $1,771 | 0.00% | 13,610 | 13,610 | — | $1,771 | 新建仓 |
| — | IB ACQUISITION CORP | $2,251 | 0.00% | 19,576 | 0 | 0.0% | — | 不变 |
| — | MCKINLEY ACQUISITION CORP | $2,453 | 0.00% | 12,910 | 0 | 0.0% | — | 不变 |
| — | TAILWIND 2.0 ACQUISITION COR | $2,902 | 0.00% | 23,200 | 0 | 0.0% | — | 不变 |
| — | CAYSON ACQUISITION CORP | $3,091 | 0.00% | 13,000 | 0 | 0.0% | — | 不变 |
| — | CALISA ACQUISITION CORP | $1.01万 | 0.00% | 16,590 | 0 | 0.0% | — | 不变 |
| — | CHEGG INC | $1.38万 | 0.00% | 13,688 | 0 | 0.0% | — | 不变 |
| PLUG | PLUG PWR INC | $5.42万 | 0.00% | 20,000 | 0 | 0.0% | — | 不变 |
| SOC | SABLE OFFSHORE CORP | $6.39万 | 0.00% | 20,750 | 0 | 0.0% | — | 不变 |
| MGNX | MACROGENICS INC | $8.10万 | 0.00% | 17,543 | 0 | 0.0% | — | 不变 |
| LAB | STANDARD BIOTOOLS INC | $10.28万 | 0.00% | 125,000 | 0 | 0.0% | — | 不变 |
| — | INDIGO ACQUISITION CORP | $11.00万 | 0.00% | 10,730 | 0 | 0.0% | — | 不变 |
| MTAL | METALS ACQUISITION CORP II | $12.82万 | 0.00% | 12,630 | 12,630 | — | $12.82万 | 新建仓 |
| ISNRU | SNOW ROTHSCHILD ACQUISITION | $12.96万 | 0.00% | 12,950 | 12,950 | — | $12.96万 | 新建仓 |
| MKLY | MCKINLEY ACQUISITION CORP | $13.10万 | 0.00% | 12,910 | 0 | 0.0% | — | 不变 |
| TWLV | TWELVE SEAS INVT CO III | $13.60万 | 0.00% | 13,610 | 13,610 | — | $13.60万 | 新建仓 |
| — | AMPERCAP ACQUISITION CO | $13.91万 | 0.00% | 13,850 | 13,850 | — | $13.91万 | 新建仓 |
| JOBY | JOBY AVIATION INC | $16.05万 | 0.00% | 17,994 | 0 | 0.0% | — | 不变 |
| MBVI | M3-BRIGADE ACQUISITION VI CO | $16.21万 | 0.00% | 15,999 | 0 | 0.0% | — | 不变 |
| PCT | PURECYCLE TECHNOLOGIES INC | $16.22万 | 0.00% | 20,000 | -80,000 | -80.0% | -$64.88万 | 减仓 |
| CUB | LIONHEART HOLDINGS | $16.26万 | 0.00% | 15,100 | 0 | 0.0% | — | 不变 |
| FIGX | FIGX CAP ACQUISITION CORP. | $16.31万 | 0.00% | 15,940 | 0 | 0.0% | — | 不变 |
| KCA/U | KENSINGTON CAP ACQUISITION | $16.60万 | 0.00% | 16,588 | 16,588 | — | $16.60万 | 新建仓 |
| BIDWU | TRIBECA STRATEGIC ACQUISITIO | $16.72万 | 0.00% | 16,800 | 16,800 | — | $16.72万 | 新建仓 |
| — | CALISA ACQUISITION CORP | $16.84万 | 0.00% | 16,590 | 0 | 0.0% | — | 不变 |
| CGCFU | CARTESIAN GROWTH CORP IV | $16.90万 | 0.00% | 16,900 | 16,900 | — | $16.90万 | 新建仓 |
| HODL | VANECK BITCOIN ETF | $18.27万 | 0.00% | 11,000 | 0 | 0.0% | — | 不变 |
| ACHR | ARCHER AVIATION INC | $18.33万 | 0.00% | 38,750 | 0 | 0.0% | — | 不变 |
| SJM | SMUCKER J M CO | $20.02万 | 0.00% | 1,780 | 1,780 | — | $20.02万 | 新建仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $20.12万 | 0.00% | 1,304 | 1,304 | — | $20.12万 | 新建仓 |
| IYW | ISHARES TR | $20.18万 | 0.00% | 800 | 800 | — | $20.18万 | 新建仓 |
| CWB | SPDR SERIES TRUST | $20.29万 | 0.00% | 1,882 | 1,882 | — | $20.29万 | 新建仓 |
| SHOP | SHOPIFY INC | $20.44万 | 0.00% | 1,790 | 0 | 0.0% | — | 不变 |
| SLG | SL GREEN RLTY CORP | $20.56万 | 0.00% | 3,972 | 3,972 | — | $20.56万 | 新建仓 |
| IEI | ISHARES TR | $20.67万 | 0.00% | 1,760 | 0 | 0.0% | — | 不变 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $20.83万 | 0.00% | 2,318 | 2,318 | — | $20.83万 | 新建仓 |
| GGG | GRACO INC | $20.89万 | 0.00% | 2,763 | 27 | 1.0% | $2,041 | 加仓 |
| INTU | INTUIT | $21.09万 | 0.00% | 808 | -795 | -49.6% | -$20.75万 | 减仓 |
| GAM | GENERAL AMERN INVS CO INC | $21.12万 | 0.00% | 3,313 | 3,313 | — | $21.12万 | 新建仓 |
| DGX | QUEST DIAGNOSTICS INC | $21.20万 | 0.00% | 1,000 | -786 | -44.0% | -$16.66万 | 减仓 |
| WRB | BERKLEY W R CORP | $21.20万 | 0.00% | 3,006 | 3,006 | — | $21.20万 | 新建仓 |
| COIN | COINBASE GLOBAL INC | $21.23万 | 0.00% | 1,452 | 0 | 0.0% | — | 不变 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $21.50万 | 0.00% | 556 | -23 | -4.0% | -$8,895 | 重新持有 |
| HUBB | HUBBELL INC | $21.82万 | 0.00% | 417 | -8 | -1.9% | -$4,186 | 减仓 |
| A | AGILENT TECHNOLOGIES INC | $22.09万 | 0.00% | 1,663 | 155 | 10.3% | $2.06万 | 重新持有 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $22.21万 | 0.00% | 2,507 | -623 | -19.9% | -$5.52万 | 减仓 |
| RY | ROYAL BK CDA | $22.27万 | 0.00% | 1,076 | 1,076 | — | $22.27万 | 新建仓 |
| BWA | BORGWARNER INC | $22.62万 | 0.00% | 3,406 | -32,815 | -90.6% | -$217.89万 | 重新持有 |
| ICF | ISHARES TR | $23.00万 | 0.00% | 3,401 | 0 | 0.0% | — | 不变 |
| MNST | MONSTER BEVERAGE CORP NEW | $23.07万 | 0.00% | 2,400 | 2,400 | — | $23.07万 | 新建仓 |
| AMP | AMERIPRISE FINL INC | $23.08万 | 0.00% | 503 | 0 | 0.0% | — | 不变 |
| TDWD | TAILWIND 2.0 ACQUISITION COR | $23.29万 | 0.00% | 23,200 | 0 | 0.0% | — | 不变 |
| ECPG | ENCORE CAP GROUP INC | $23.32万 | 0.00% | 2,500 | 2,500 | — | $23.32万 | 新建仓 |
| IMXI | INTERNATIONAL MONEY EXPRESS | $23.45万 | 0.00% | 16,228 | -10,280 | -38.8% | -$14.85万 | 减仓 |
| VHT | VANGUARD WORLD FD | $23.56万 | 0.00% | 788 | 0 | 0.0% | — | 不变 |
| KKR | KKR & CO INC | $23.68万 | 0.00% | 2,580 | -2 | -0.1% | -$184 | 减仓 |
| DD | DUPONT DE NEMOURS INC | $23.71万 | 0.00% | 1,748 | -3,823 | -68.6% | -$51.87万 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORP | $23.82万 | 0.00% | 2,633 | -25 | -0.9% | -$2,261 | 减仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $24.11万 | 0.00% | 1,280 | 0 | 0.0% | — | 不变 |
| AZN | ASTRAZENECA PLC | $24.23万 | 0.00% | 1,278 | 0 | 0.0% | — | 不变 |
| ACU | ACME UTD CORP | $24.34万 | 0.00% | 5,100 | 0 | 0.0% | — | 不变 |
| WLY | WILEY JOHN & SONS INC | $24.55万 | 0.00% | 5,060 | 5,060 | — | $24.55万 | 新建仓 |
| EVR | EVERCORE INC | $24.58万 | 0.00% | 720 | -1,000 | -58.1% | -$34.14万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $25.08万 | 0.00% | 8,523 | 0 | 0.0% | — | 不变 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $25.10万 | 0.00% | 5,564 | 5,564 | — | $25.10万 | 新建仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $25.18万 | 0.00% | 330 | 330 | — | $25.18万 | 新建仓 |
| SCHA | SCHWAB STRATEGIC TR | $25.19万 | 0.00% | 6,972 | -74 | -1.1% | -$2,674 | 减仓 |
| BE | BLOOM ENERGY CORP | $25.28万 | 0.00% | 835 | 835 | — | $25.28万 | 新建仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $25.38万 | 0.00% | 1,986 | 0 | 0.0% | — | 不变 |
| CSL | CARLISLE COS INC | $25.39万 | 0.00% | 700 | 0 | 0.0% | — | 不变 |
| VTIP | VANGUARD MALVERN FDS | $25.95万 | 0.00% | 5,166 | 95 | 1.9% | $4,772 | 加仓 |
| — | CHART INDS INC | $26.12万 | 0.00% | 1,250 | 0 | 0.0% | — | 不变 |
| BETA | BETA TECHNOLOGIES INC | $26.28万 | 0.00% | 15,691 | 15,691 | — | $26.28万 | 新建仓 |
| EWJ | ISHARES INC | $26.40万 | 0.00% | 2,830 | 0 | 0.0% | — | 不变 |
| KVUE | KENVUE INC | $26.46万 | 0.00% | 13,846 | 0 | 0.0% | — | 不变 |
| SCHM | SCHWAB STRATEGIC TR | $26.70万 | 0.00% | 7,242 | -75 | -1.0% | -$2,765 | 减仓 |
| — | INVESCO CURRENCYSHARES SWISS | $26.72万 | 0.00% | 2,450 | 0 | 0.0% | — | 不变 |
| SIVR | ABRDN SILVER ETF TRUST | $26.99万 | 0.00% | 4,800 | 0 | 0.0% | — | 不变 |
| PLD | PROLOGIS INC. | $27.28万 | 0.00% | 2,014 | 0 | 0.0% | — | 不变 |