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 |
|---|---|---|---|---|---|---|---|---|
| NET | CLOUDFLARE INC | $527.82万 | 0.08% | 25,580 | 0 | 0.0% | — | 不变 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $516.76万 | 0.08% | 36,175 | -25 | -0.1% | -$3,571 | 减仓 |
| UNP | UNION PAC CORP | $477.09万 | 0.08% | 19,664 | -139 | -0.7% | -$3.37万 | 减仓 |
| CRM | SALESFORCE INC | $461.13万 | 0.07% | 24,703 | -196 | -0.8% | -$3.66万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $454.21万 | 0.07% | 31,051 | -2,300 | -6.9% | -$33.64万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $445.61万 | 0.07% | 10,202 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $443.92万 | 0.07% | 15,458 | 1,894 | 14.0% | $54.39万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $439.66万 | 0.07% | 5,197 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $421.93万 | 0.07% | 33,942 | 450 | 1.3% | $5.59万 | 加仓 |
| VV | VANGUARD INDEX FDS | $421.38万 | 0.07% | 14,100 | 0 | 0.0% | — | 不变 |
| SPTM | SPDR SERIES TRUST | $415.92万 | 0.07% | 52,608 | 4,526 | 9.4% | $35.78万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $412.03万 | 0.06% | 24,920 | -1,007 | -3.9% | -$16.65万 | 减仓 |
| DHR | DANAHER CORP DEL | $411.85万 | 0.06% | 21,722 | -365 | -1.7% | -$6.92万 | 减仓 |
| AGG | ISHARES TR | $410.41万 | 0.06% | 41,343 | 407 | 1.0% | $4.04万 | 加仓 |
| EMR | EMERSON ELEC CO | $391.75万 | 0.06% | 29,900 | -801 | -2.6% | -$10.49万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $382.70万 | 0.06% | 12,652 | -1,229 | -8.9% | -$37.17万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $379.02万 | 0.06% | 41,060 | -60 | -0.1% | -$5,539 | 减仓 |
| — | HONEYWELL INTL INC | $369.63万 | 0.06% | 16,353 | -980 | -5.7% | -$22.15万 | 减仓 |
| META | META PLATFORMS INC | $360.37万 | 0.06% | 6,299 | 0 | 0.0% | — | 不变 |
| XLF | SELECT SECTOR SPDR TR | $352.98万 | 0.06% | 71,496 | -1,700 | -2.3% | -$8.39万 | 减仓 |
| IVE | ISHARES TR | $351.82万 | 0.06% | 16,662 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $344.12万 | 0.05% | 35,705 | -1,855 | -4.9% | -$17.88万 | 减仓 |
| NFLX | NETFLIX INC. | $343.36万 | 0.05% | 35,711 | -850 | -2.3% | -$8.17万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $315.36万 | 0.05% | 24,084 | -503 | -2.0% | -$6.59万 | 减仓 |
| WFC | WELLS FARGO & CO | $306.30万 | 0.05% | 38,475 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES INC | $304.72万 | 0.05% | 10,447 | -100 | -0.9% | -$2.92万 | 减仓 |
| GEV | GE VERNOVA INC | $303.25万 | 0.05% | 3,474 | 28 | 0.8% | $2.44万 | 加仓 |
| CHD | CHURCH & DWIGHT CO INC | $297.33万 | 0.05% | 31,861 | -1,805 | -5.4% | -$16.84万 | 减仓 |
| IWR | ISHARES TR | $293.25万 | 0.05% | 30,160 | -329 | -1.1% | -$3.20万 | 减仓 |
| GE | GE AEROSPACE | $291.49万 | 0.05% | 10,272 | -38 | -0.4% | -$1.08万 | 减仓 |
| AFL | AFLAC INC | $288.05万 | 0.05% | 26,256 | -300 | -1.1% | -$3.29万 | 减仓 |
| PFE | PFIZER INC | $285.63万 | 0.04% | 101,720 | -5,317 | -5.0% | -$14.93万 | 减仓 |
| IDXX | IDEXX LABS INC | $279.48万 | 0.04% | 4,974 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $275.49万 | 0.04% | 4,558 | 0 | 0.0% | — | 不变 |
| MTD | METTLER TOLEDO INTERNATIONAL | $274.31万 | 0.04% | 2,175 | -15 | -0.7% | -$1.89万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $269.50万 | 0.04% | 17,135 | -177 | -1.0% | -$2.78万 | 减仓 |
| CSR | CENTERSPACE | $263.01万 | 0.04% | 45,781 | -753 | -1.6% | -$4.33万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $261.89万 | 0.04% | 12,177 | -100 | -0.8% | -$2.15万 | 减仓 |
| AAXJ | ISHARES TR | $250.21万 | 0.04% | 25,985 | 0 | 0.0% | — | 不变 |
| XLY | SELECT SECTOR SPDR TR | $238.83万 | 0.04% | 21,915 | -3,081 | -12.3% | -$33.58万 | 减仓 |
| QCOM | QUALCOMM INC | $235.64万 | 0.04% | 18,298 | 621 | 3.5% | $8.00万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $233.12万 | 0.04% | 2,604 | -337 | -11.5% | -$30.17万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $231.14万 | 0.04% | 14,292 | 100 | 0.7% | $1.62万 | 加仓 |
| BAC | BANK AMERICA CORP | $230.41万 | 0.04% | 47,264 | -3,195 | -6.3% | -$15.58万 | 减仓 |
| RPM | RPM INTL INC | $226.88万 | 0.04% | 22,825 | -9,125 | -28.6% | -$90.70万 | 减仓 |
| MDT | MEDTRONIC PLC | $222.89万 | 0.04% | 25,723 | -61 | -0.2% | -$5,286 | 减仓 |
| IWD | ISHARES TR | $222.17万 | 0.03% | 10,398 | -218 | -2.1% | -$4.66万 | 减仓 |
| VGT | VANGUARD WORLD FD | $221.53万 | 0.03% | 3,175 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $218.40万 | 0.03% | 11,988 | -46 | -0.4% | -$8,380 | 减仓 |
| BA | BOEING CO | $218.04万 | 0.03% | 10,955 | -587 | -5.1% | -$11.68万 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $216.29万 | 0.03% | 19,510 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $214.44万 | 0.03% | 14,163 | -324 | -2.2% | -$4.91万 | 减仓 |
| GLW | CORNING INC | $214.13万 | 0.03% | 15,748 | -229 | -1.4% | -$3.11万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $205.69万 | 0.03% | 24,133 | -2,001 | -7.7% | -$17.05万 | 减仓 |
| SBUX | STARBUCKS CORP | $205.53万 | 0.03% | 22,941 | -1,625 | -6.6% | -$14.56万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $204.60万 | 0.03% | 33,398 | -217 | -0.6% | -$1.33万 | 减仓 |
| YUM | YUM BRANDS INC | $200.09万 | 0.03% | 12,869 | -400 | -3.0% | -$6.22万 | 减仓 |
| NKE | NIKE INC | $199.51万 | 0.03% | 37,771 | -4,628 | -10.9% | -$24.45万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $198.27万 | 0.03% | 14,334 | 1,785 | 14.2% | $24.69万 | 加仓 |
| IEFA | ISHARES TR | $192.79万 | 0.03% | 21,296 | 1,685 | 8.6% | $15.25万 | 加仓 |
| TGT | TARGET CORP | $185.57万 | 0.03% | 15,311 | -2,304 | -13.1% | -$27.92万 | 减仓 |
| OEF | ISHARES TR | $184.64万 | 0.03% | 5,805 | -65 | -1.1% | -$2.07万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $182.31万 | 0.03% | 5,574 | -151 | -2.6% | -$4.94万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $178.01万 | 0.03% | 53,090 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $177.01万 | 0.03% | 12,188 | -7 | -0.1% | -$1,017 | 减仓 |
| SUSA | ISHARES TR | $176.46万 | 0.03% | 13,358 | -154 | -1.1% | -$2.03万 | 减仓 |
| DBEF | DBX ETF TR | $175.98万 | 0.03% | 35,624 | 0 | 0.0% | — | 不变 |
| OTIS | OTIS WORLDWIDE CORP | $165.96万 | 0.03% | 21,531 | -3,910 | -15.4% | -$30.14万 | 减仓 |
| ADI | ANALOG DEVICES INC | $164.69万 | 0.03% | 5,177 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC | $163.97万 | 0.03% | 7,880 | -252 | -3.1% | -$5.24万 | 减仓 |
| IEMG | ISHARES INC | $162.09万 | 0.03% | 23,238 | 1,750 | 8.1% | $12.21万 | 加仓 |
| SON | SONOCO PRODS CO | $161.35万 | 0.03% | 29,830 | -5,500 | -15.6% | -$29.75万 | 减仓 |
| WM | WASTE MGMT INC DEL | $160.62万 | 0.03% | 6,990 | 0 | 0.0% | — | 不变 |
| LHX | L3HARRIS TECHNOLOGIES INC | $157.49万 | 0.02% | 4,563 | 0 | 0.0% | — | 不变 |
| IWV | ISHARES TR | $156.87万 | 0.02% | 4,232 | 0 | 0.0% | — | 不变 |
| SYY | SYSCO CORP | $155.21万 | 0.02% | 21,760 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP | $155.00万 | 0.02% | 16,493 | -153,183 | -90.3% | -$1,439.61万 | 减仓 |
| XLB | SELECT SECTOR SPDR TR | $151.57万 | 0.02% | 30,333 | -4,293 | -12.4% | -$21.45万 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $149.59万 | 0.02% | 18,247 | -4,524 | -19.9% | -$37.09万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $149.30万 | 0.02% | 10,713 | -262 | -2.4% | -$3.65万 | 减仓 |
| XAR | SPDR SERIES TRUST | $148.91万 | 0.02% | 5,863 | 2,245 | 62.1% | $57.02万 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $148.64万 | 0.02% | 26,396 | -22,647 | -46.2% | -$127.53万 | 减仓 |
| VOYG | VOYAGER TECHNOLOGIES INC | $148.51万 | 0.02% | 63,494 | 63,494 | — | $148.51万 | 新建仓 |
| HDV | ISHARES TR | $146.13万 | 0.02% | 10,767 | -3,770 | -25.9% | -$51.17万 | 减仓 |
| INTC | INTEL CORP | $145.27万 | 0.02% | 32,918 | -3,191 | -8.8% | -$14.08万 | 减仓 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $142.93万 | 0.02% | 31,160 | 0 | 0.0% | — | 不变 |
| SEI | SOLARIS ENERGY INFRAS INC | $141.28万 | 0.02% | 25,000 | 0 | 0.0% | — | 不变 |
| MRSH | MARSH & MCLENNAN COS INC | $139.52万 | 0.02% | 8,044 | 0 | 0.0% | — | 不变 |
| EQIX | EQUINIX INC | $139.00万 | 0.02% | 1,418 | 0 | 0.0% | — | 不变 |
| ZTS | ZOETIS INC | $138.01万 | 0.02% | 11,675 | 237 | 2.1% | $2.80万 | 加仓 |
| DOV | DOVER CORP | $137.03万 | 0.02% | 6,574 | -415 | -5.9% | -$8.65万 | 减仓 |
| AYI | ACUITY INC | $136.24万 | 0.02% | 4,862 | -3 | -0.1% | -$841 | 减仓 |
| COP | CONOCOPHILLIPS | $135.34万 | 0.02% | 10,253 | -1,575 | -13.3% | -$20.79万 | 减仓 |
| CDW | CDW CORP | $134.95万 | 0.02% | 11,151 | -446,393 | -97.6% | -$5,402.25万 | 减仓 |
| NXPI | NXP SEMICONDUCTORS N V | $134.83万 | 0.02% | 6,849 | -225 | -3.2% | -$4.43万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $130.83万 | 0.02% | 21,571 | -725 | -3.3% | -$4.40万 | 减仓 |
| SLV | ISHARES SILVER TR | $130.69万 | 0.02% | 19,179 | -12,879 | -40.2% | -$87.76万 | 减仓 |
| ATR | APTARGROUP INC | $130.56万 | 0.02% | 10,360 | 0 | 0.0% | — | 不变 |
| VOOV | VANGUARD ADMIRAL FDS INC | $128.47万 | 0.02% | 6,304 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $127.69万 | 0.02% | 6,277 | -420 | -6.3% | -$8.54万 | 减仓 |