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 |
|---|---|---|---|---|---|---|---|---|
| ITW | ILLINOIS TOOL WKS INC | $542.89万 | 0.08% | 20,072 | -1,370 | -6.4% | -$37.05万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $535.70万 | 0.08% | 59,037 | -28,786 | -32.8% | -$261.20万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $533.08万 | 0.08% | 61,885 | 673 | 1.1% | $5.80万 | 加仓 |
| NET | CLOUDFLARE INC | $524.90万 | 0.07% | 21,400 | -4,180 | -16.3% | -$102.53万 | 减仓 |
| UNP | UNION PAC CORP | $517.29万 | 0.07% | 19,018 | -646 | -3.3% | -$17.57万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $504.07万 | 0.07% | 4,984 | -213 | -4.1% | -$21.54万 | 减仓 |
| IJR | ISHARES TR | $499.46万 | 0.07% | 33,677 | -265 | -0.8% | -$3.93万 | 减仓 |
| VO | VANGUARD INDEX FDS | $498.18万 | 0.07% | 61,832 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD INDEX FDS | $484.91万 | 0.07% | 14,100 | 0 | 0.0% | — | 不变 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $475.45万 | 0.07% | 36,175 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $449.31万 | 0.06% | 24,836 | -84 | -0.3% | -$1.52万 | 减仓 |
| INTC | INTEL CORP | $428.15万 | 0.06% | 30,663 | -2,255 | -6.9% | -$31.49万 | 减仓 |
| EMR | EMERSON ELEC CO | $427.73万 | 0.06% | 29,880 | -20 | -0.1% | -$2,863 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $427.72万 | 0.06% | 12,645 | -7 | -0.1% | -$2,368 | 减仓 |
| GEV | GE VERNOVA INC | $420.25万 | 0.06% | 3,577 | 103 | 3.0% | $12.10万 | 加仓 |
| AGG | ISHARES TR | $413.24万 | 0.06% | 41,750 | 407 | 1.0% | $4.03万 | 加仓 |
| DHR | DANAHER CORP DEL | $408.66万 | 0.06% | 21,454 | -268 | -1.2% | -$5.10万 | 减仓 |
| GE | GE AEROSPACE | $403.03万 | 0.06% | 10,784 | 512 | 5.0% | $19.13万 | 加仓 |
| GLW | CORNING INC | $397.14万 | 0.06% | 15,548 | -200 | -1.3% | -$5.11万 | 减仓 |
| CRM | SALESFORCE INC | $386.81万 | 0.05% | 24,691 | -12 | -0.0% | -$1,880 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $383.29万 | 0.05% | 71,496 | 0 | 0.0% | — | 不变 |
| ORLY | OREILLY AUTOMOTIVE INC | $378.35万 | 0.05% | 41,085 | 25 | 0.1% | $2,302 | 加仓 |
| IVE | ISHARES TR | $377.62万 | 0.05% | 16,631 | -31 | -0.2% | -$7,039 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $368.11万 | 0.05% | 31,551 | 500 | 1.6% | $5.83万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $363.37万 | 0.05% | 3,148 | -507 | -13.9% | -$58.52万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $355.34万 | 0.05% | 6,117 | -160 | -2.5% | -$9.29万 | 减仓 |
| META | META PLATFORMS INC | $354.81万 | 0.05% | 6,299 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $335.52万 | 0.05% | 18,157 | -141 | -0.8% | -$2.61万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $334.97万 | 0.05% | 10,147 | -300 | -2.9% | -$9.90万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $334.61万 | 0.05% | 63,004 | 29,606 | 88.6% | $157.24万 | 加仓 |
| DIS | DISNEY WALT CO | $334.05万 | 0.05% | 34,706 | -999 | -2.8% | -$9.62万 | 减仓 |
| IWR | ISHARES TR | $333.61万 | 0.05% | 30,240 | 80 | 0.3% | $8,826 | 加仓 |
| WFC | WELLS FARGO & CO | $317.13万 | 0.04% | 38,375 | -100 | -0.3% | -$8,264 | 减仓 |
| AAXJ | ISHARES TR | $310.08万 | 0.04% | 25,985 | 0 | 0.0% | — | 不变 |
| AFL | AFLAC INC | $308.30万 | 0.04% | 26,294 | 38 | 0.1% | $4,455 | 加仓 |
| CHD | CHURCH & DWIGHT CO INC | $308.14万 | 0.04% | 31,806 | -55 | -0.2% | -$5,328 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $303.91万 | 0.04% | 24,009 | -75 | -0.3% | -$9,493 | 减仓 |
| VGT | VANGUARD WORLD FD | $303.58万 | 0.04% | 25,400 | 0 | 0.0% | — | 不变 |
| MTD | METTLER TOLEDO INTERNATIONAL | $290.63万 | 0.04% | 2,275 | 100 | 4.6% | $12.78万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $290.11万 | 0.04% | 12,260 | 83 | 0.7% | $1.96万 | 加仓 |
| ADBE | ADOBE INC | $273.62万 | 0.04% | 13,346 | -189,527 | -93.4% | -$3,885.68万 | 减仓 |
| IDXX | IDEXX LABS INC | $272.38万 | 0.04% | 5,174 | 200 | 4.0% | $10.53万 | 加仓 |
| BAC | BANK OF AMER CORP | $266.92万 | 0.04% | 46,844 | -420 | -0.9% | -$2.39万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $264.73万 | 0.04% | 14,292 | 0 | 0.0% | — | 不变 |
| XLY | SELECT SECTOR SPDR TR | $261.71万 | 0.04% | 22,315 | 400 | 1.8% | $4.69万 | 加仓 |
| CSR | CENTERSPACE | $257.24万 | 0.04% | 45,781 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $254.98万 | 0.04% | 35,711 | 0 | 0.0% | — | 不变 |
| RPM | RPM INTL INC | $250.37万 | 0.04% | 22,525 | -300 | -1.3% | -$3.33万 | 减仓 |
| IWD | ISHARES TR | $247.83万 | 0.04% | 10,223 | -175 | -1.7% | -$4.24万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $246.78万 | 0.03% | 2,523 | -81 | -3.1% | -$7.92万 | 减仓 |
| BA | BOEING CO | $237.14万 | 0.03% | 10,955 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC | $233.76万 | 0.03% | 5,418 | -776 | -12.5% | -$33.48万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $233.21万 | 0.03% | 14,859 | 525 | 3.7% | $8.24万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $230.33万 | 0.03% | 4,521 | -37 | -0.8% | -$1.89万 | 减仓 |
| SBUX | STARBUCKS CORP | $227.56万 | 0.03% | 22,268 | -673 | -2.9% | -$6.88万 | 减仓 |
| PFE | PFIZER INC | $224.93万 | 0.03% | 93,409 | -8,311 | -8.2% | -$20.01万 | 减仓 |
| DVY | ISHARES TR | $222.38万 | 0.03% | 14,228 | 65 | 0.5% | $1.02万 | 加仓 |
| LEU | CENTRUS ENERGY CORP | $222.09万 | 0.03% | 13,230 | 13,230 | — | $222.09万 | 新建仓 |
| CL | COLGATE PALMOLIVE CO | $220.95万 | 0.03% | 24,100 | -33 | -0.1% | -$3,025 | 减仓 |
| LRCX | LAM RESEARCH CORP | $214.24万 | 0.03% | 4,944 | -50 | -1.0% | -$2.17万 | 减仓 |
| OEF | ISHARES TR | $211.29万 | 0.03% | 5,775 | -30 | -0.5% | -$1.10万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $210.95万 | 0.03% | 17,135 | 0 | 0.0% | — | 不变 |
| XLC | SELECT SECTOR SPDR TR | $209.01万 | 0.03% | 19,510 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $207.99万 | 0.03% | 21,535 | 239 | 1.1% | $2.31万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $207.38万 | 0.03% | 5,596 | 22 | 0.4% | $8,153 | 加仓 |
| SUSA | ISHARES TR | $206.11万 | 0.03% | 13,358 | 0 | 0.0% | — | 不变 |
| VOYG | VOYAGER TECHNOLOGIES INC | $205.34万 | 0.03% | 63,672 | 178 | 0.3% | $5,740 | 加仓 |
| MDT | MEDTRONIC PLC | $203.70万 | 0.03% | 26,039 | 316 | 1.2% | $2.47万 | 加仓 |
| KLAC | KLA CORP | $202.75万 | 0.03% | 6,720 | -80 | -1.2% | -$2.41万 | 减仓 |
| ADI | ANALOG DEVICES INC | $202.27万 | 0.03% | 5,093 | -84 | -1.6% | -$3.34万 | 减仓 |
| SEI | SOLARIS ENERGY INFRAS INC | $201.15万 | 0.03% | 25,000 | 0 | 0.0% | — | 不变 |
| YUM | YUM BRANDS INC | $200.35万 | 0.03% | 12,533 | -336 | -2.6% | -$5.37万 | 减仓 |
| TGT | TARGET CORP | $198.93万 | 0.03% | 15,231 | -80 | -0.5% | -$1.04万 | 减仓 |
| MMM | 3M CO | $197.01万 | 0.03% | 12,168 | -20 | -0.2% | -$3,238 | 减仓 |
| DBEF | DBX ETF TR | $194.61万 | 0.03% | 35,624 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $193.68万 | 0.03% | 11,457 | -531 | -4.4% | -$8.98万 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION | $193.61万 | 0.03% | 26,396 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC | $193.53万 | 0.03% | 7,860 | -20 | -0.3% | -$4,924 | 减仓 |
| IEMG | ISHARES INC | $192.50万 | 0.03% | 23,238 | 0 | 0.0% | — | 不变 |
| NXPI | NXP SEMICONDUCTORS N V | $189.41万 | 0.03% | 6,740 | -109 | -1.6% | -$3.06万 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $189.16万 | 0.03% | 22,771 | 4,524 | 24.8% | $37.58万 | 加仓 |
| SYY | SYSCO CORP | $186.05万 | 0.03% | 22,260 | 500 | 2.3% | $4.18万 | 加仓 |
| HON | HONEYWELL INTL INC | $185.77万 | 0.03% | 8,296 | -8,057 | -49.3% | -$180.42万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $183.42万 | 0.03% | 8,295 | 8,295 | — | $183.42万 | 新建仓 |
| AYI | ACUITY INC | $183.13万 | 0.03% | 4,862 | 0 | 0.0% | — | 不变 |
| IWV | ISHARES TR | $180.46万 | 0.03% | 4,232 | 0 | 0.0% | — | 不变 |
| XLB | SELECT SECTOR SPDR TR | $176.00万 | 0.02% | 34,626 | 4,293 | 14.2% | $21.82万 | 加仓 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $173.78万 | 0.02% | 31,160 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL | $169.73万 | 0.02% | 53,090 | 0 | 0.0% | — | 不变 |
| XAR | SPDR SERIES TRUST | $169.08万 | 0.02% | 5,958 | 95 | 1.6% | $2.70万 | 加仓 |
| SON | SONOCO PRODS CO | $165.27万 | 0.02% | 29,330 | -500 | -1.7% | -$2.82万 | 减仓 |
| HDV | ISHARES TR | $161.61万 | 0.02% | 58,960 | 5,125 | 9.5% | $14.05万 | 加仓 |
| WM | WASTE MGMT INC DEL | $156.26万 | 0.02% | 7,011 | 21 | 0.3% | $4,680 | 加仓 |
| OTIS | OTIS WORLDWIDE CORP | $151.66万 | 0.02% | 21,182 | -349 | -1.6% | -$2.50万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $150.26万 | 0.02% | 16,285 | -208 | -1.3% | -$1.92万 | 减仓 |
| EQIX | EQUINIX INC | $149.90万 | 0.02% | 1,438 | 20 | 1.4% | $2.08万 | 加仓 |
| DOV | DOVER CORP | $147.44万 | 0.02% | 6,574 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $138.62万 | 0.02% | 3,253 | 100 | 3.2% | $4.26万 | 加仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $138.19万 | 0.02% | 6,304 | 0 | 0.0% | — | 不变 |
| ATR | APTARGROUP INC | $135.97万 | 0.02% | 10,860 | 500 | 4.8% | $6.26万 | 加仓 |