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 |
|---|---|---|---|---|---|---|---|---|
| UPS | UNITED PARCEL SVCS INC | $135.61万 | 0.02% | 12,615 | 255 | 2.1% | $2.74万 | 加仓 |
| EEM | ISHARES TR | $135.43万 | 0.02% | 19,797 | 1,833 | 10.2% | $12.54万 | 加仓 |
| PWV | INVESCO EXCHANGE TRADED FD T | $134.73万 | 0.02% | 17,782 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP | $132.33万 | 0.02% | 21,909 | -1,384 | -5.9% | -$8.36万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $131.93万 | 0.02% | 10,443 | -270 | -2.5% | -$3.41万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $126.61万 | 0.02% | 4,357 | -206 | -4.5% | -$5.99万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $125.61万 | 0.02% | 37,120 | 0 | 0.0% | — | 不变 |
| PRM | PERIMETER SOLUTIONS INC | $124.78万 | 0.02% | 35,000 | 0 | 0.0% | — | 不变 |
| Q | QNITY ELECTRONICS INC | $124.12万 | 0.02% | 7,600 | -158 | -2.0% | -$2.58万 | 减仓 |
| ENB | ENBRIDGE INC | $123.78万 | 0.02% | 22,834 | 20 | 0.1% | $1,084 | 加仓 |
| ANET | ARISTA NETWORKS INC | $122.36万 | 0.02% | 7,203 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $121.99万 | 0.02% | 21,171 | -400 | -1.9% | -$2.30万 | 减仓 |
| SPGI | S&P GLOBAL INC | $120.18万 | 0.02% | 2,951 | -4 | -0.1% | -$1,629 | 减仓 |
| BXSL | BLACKSTONE SECD LENDING FD | $119.25万 | 0.02% | 50,297 | 25,647 | 104.0% | $60.81万 | 加仓 |
| DE | DEERE & CO | $115.83万 | 0.02% | 1,826 | 0 | 0.0% | — | 不变 |
| MRSH | MARSH & MCLENNAN COS INC | $114.07万 | 0.02% | 6,844 | -1,200 | -14.9% | -$20.00万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $113.36万 | 0.02% | 3,200 | -15 | -0.5% | -$5,314 | 减仓 |
| J | JACOBS SOLUTIONS INC | $110.70万 | 0.02% | 8,786 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $109.43万 | 0.02% | 3,209 | 70 | 2.2% | $2.39万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $109.16万 | 0.02% | 18,873 | -1,446 | -7.1% | -$8.36万 | 减仓 |
| COP | CONOCOPHILLIPS | $106.30万 | 0.02% | 10,225 | -28 | -0.3% | -$2,911 | 减仓 |
| BDX | BECTON DICKINSON & CO | $106.20万 | 0.02% | 7,018 | 10 | 0.1% | $1,513 | 加仓 |
| SLV | ISHARES SILVER TR | $102.55万 | 0.01% | 19,179 | 0 | 0.0% | — | 不变 |
| VRTX | VERTEX PHARMACEUTICALS INC | $102.38万 | 0.01% | 2,061 | -37 | -1.8% | -$1.84万 | 减仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $101.88万 | 0.01% | 2,328 | 0 | 0.0% | — | 不变 |
| RKLB | ROCKET LAB CORP | $96.52万 | 0.01% | 9,495 | 0 | 0.0% | — | 不变 |
| DFAX | DIMENSIONAL ETF TRUST | $92.10万 | 0.01% | 25,000 | 0 | 0.0% | — | 不变 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $90.44万 | 0.01% | 17,003 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $90.04万 | 0.01% | 1,735 | -18 | -1.0% | -$9,341 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $89.43万 | 0.01% | 1,712 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC | $88.34万 | 0.01% | 21,521 | -16,250 | -43.0% | -$66.71万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $85.86万 | 0.01% | 7,822 | -275 | -3.4% | -$3.02万 | 减仓 |
| WWD | WOODWARD INC | $85.09万 | 0.01% | 2,000 | 0 | 0.0% | — | 不变 |
| ED | CONSOLIDATED EDISON INC | $84.75万 | 0.01% | 7,661 | -450 | -5.5% | -$4.98万 | 减仓 |
| SO | SOUTHERN CO | $84.39万 | 0.01% | 8,817 | -85 | -1.0% | -$8,135 | 减仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $83.60万 | 0.01% | 15,473 | 0 | 0.0% | — | 不变 |
| CMI | CUMMINS INC | $83.30万 | 0.01% | 1,168 | 0 | 0.0% | — | 不变 |
| STE | STERIS PLC | $83.09万 | 0.01% | 3,946 | 250 | 6.8% | $5.26万 | 加仓 |
| URI | UNITED RENTALS INC | $83.04万 | 0.01% | 733 | -10 | -1.3% | -$1.13万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $81.10万 | 0.01% | 4,550 | 0 | 0.0% | — | 不变 |
| GBDC | GOLUB CAP BDC INC | $80.90万 | 0.01% | 62,814 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $79.56万 | 0.01% | 11,057 | -21 | -0.2% | -$1,511 | 减仓 |
| AJG | GALLAGHER ARTHUR J & CO | $79.52万 | 0.01% | 3,464 | 0 | 0.0% | — | 不变 |
| GDXJ | VANECK ETF TRUST | $78.60万 | 0.01% | 8,000 | 0 | 0.0% | — | 不变 |
| REGN | REGENERON PHARMACEUTICALS | $78.38万 | 0.01% | 1,257 | 3 | 0.2% | $1,871 | 加仓 |
| SPH | SUBURBAN PROPANE PARTNERS L | $77.70万 | 0.01% | 45,438 | 0 | 0.0% | — | 不变 |
| ROK | ROCKWELL AUTOMATION INC | $77.38万 | 0.01% | 1,563 | 0 | 0.0% | — | 不变 |
| BNY | BANK OF NY MELLON CORP | $76.83万 | 0.01% | 5,313 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $76.01万 | 0.01% | 17,952 | -1,001 | -5.3% | -$4.24万 | 减仓 |
| PAYX | PAYCHEX INC | $74.15万 | 0.01% | 7,541 | -923 | -10.9% | -$9.08万 | 减仓 |
| DHI | D R HORTON INC | $73.67万 | 0.01% | 4,523 | 0 | 0.0% | — | 不变 |
| IWN | ISHARES TR | $73.00万 | 0.01% | 3,300 | 0 | 0.0% | — | 不变 |
| EFG | ISHARES TR | $72.96万 | 0.01% | 5,864 | 89 | 1.5% | $1.11万 | 加仓 |
| CDW | CDW CORP | $72.67万 | 0.01% | 5,167 | -5,984 | -53.7% | -$84.16万 | 减仓 |
| MPC | MARATHON PETE CORP | $72.30万 | 0.01% | 2,828 | 0 | 0.0% | — | 不变 |
| ZTS | ZOETIS INC | $69.58万 | 0.01% | 9,683 | -1,992 | -17.1% | -$14.31万 | 减仓 |
| TEL | TE CONNECTIVITY PLC | $69.25万 | 0.01% | 3,435 | -75 | -2.1% | -$1.51万 | 减仓 |
| COR | CENCORA INC | $68.34万 | 0.01% | 2,415 | -25 | -1.0% | -$7,075 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $67.45万 | 0.01% | 3,362 | 1,000 | 42.3% | $20.06万 | 加仓 |
| MCO | MOODYS CORP | $67.44万 | 0.01% | 1,489 | 0 | 0.0% | — | 不变 |
| RNR | RENAISSANCERE HLDGS LTD | $64.77万 | 0.01% | 2,044 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC | $64.64万 | 0.01% | 1,316 | 0 | 0.0% | — | 不变 |
| GWW | WW GRAINGER INC | $64.35万 | 0.01% | 473 | 0 | 0.0% | — | 不变 |
| BN | BROOKFIELD CORP | $64.04万 | 0.01% | 15,037 | -9,710 | -39.2% | -$41.35万 | 减仓 |
| EIX | EDISON INTL | $63.44万 | 0.01% | 8,521 | -930 | -9.8% | -$6.92万 | 减仓 |
| XBI | SPDR SERIES TRUST | $63.17万 | 0.01% | 3,992 | 0 | 0.0% | — | 不变 |
| — | BIOHARVEST SCIENCES INC | $61.87万 | 0.01% | 216,343 | 76,873 | 55.1% | $21.99万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $61.84万 | 0.01% | 1,489 | -35 | -2.3% | -$1.45万 | 减仓 |
| HOOD | ROBINHOOD MKTS INC | $60.88万 | 0.01% | 6,071 | -920 | -13.2% | -$9.23万 | 减仓 |
| C | CITIGROUP INC | $60.57万 | 0.01% | 4,328 | -48 | -1.1% | -$6,718 | 减仓 |
| VTV | VANGUARD INDEX FDS | $60.43万 | 0.01% | 2,773 | 0 | 0.0% | — | 不变 |
| STT | STATE STR CORP | $60.12万 | 0.01% | 3,545 | 0 | 0.0% | — | 不变 |
| JEF | JEFFERIES FINANCIAL GROUP IN | $59.79万 | 0.01% | 11,963 | 0 | 0.0% | — | 不变 |
| TPR | TAPESTRY INC | $58.55万 | 0.01% | 4,000 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP | $58.42万 | 0.01% | 12,292 | -1,930 | -13.6% | -$9.17万 | 减仓 |
| WAB | WABTEC | $58.40万 | 0.01% | 2,166 | -55 | -2.5% | -$1.48万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $56.10万 | 0.01% | 22,852 | -9,166 | -28.6% | -$22.50万 | 减仓 |
| DLR | DIGITAL RLTY TR INC | $55.81万 | 0.01% | 3,108 | 70 | 2.3% | $1.26万 | 加仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $55.53万 | 0.01% | 4,220 | 0 | 0.0% | — | 不变 |
| TFC | TRUIST FINL CORP | $54.52万 | 0.01% | 10,943 | 220 | 2.1% | $1.10万 | 加仓 |
| MSCI | MSCI INC | $54.27万 | 0.01% | 969 | 0 | 0.0% | — | 不变 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $54.13万 | 0.01% | 49,800 | 0 | 0.0% | — | 不变 |
| BBY | BEST BUY INC | $53.72万 | 0.01% | 7,080 | 106 | 1.5% | $8,043 | 加仓 |
| MLM | MARTIN MARIETTA MATLS INC | $53.52万 | 0.01% | 928 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD INDEX FDS | $52.03万 | 0.01% | 5,396 | 52 | 1.0% | $5,014 | 加仓 |
| GLNG | GOLAR LNG LTD | $49.84万 | 0.01% | 10,000 | 10,000 | — | $49.84万 | 新建仓 |
| NSC | NORFOLK SOUTHN CORP | $49.39万 | 0.01% | 1,570 | -97 | -5.8% | -$3.05万 | 减仓 |
| CME | CME GROUP INC | $47.70万 | 0.01% | 2,160 | 0 | 0.0% | — | 不变 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $46.66万 | 0.01% | 5,890 | -500 | -7.8% | -$3.96万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $46.58万 | 0.01% | 3,188 | -116 | -3.5% | -$1.69万 | 减仓 |
| HACK | AMPLIFY ETF TR | $45.75万 | 0.01% | 4,360 | 0 | 0.0% | — | 不变 |
| BIIB | BIOGEN INC | $45.63万 | 0.01% | 2,112 | 0 | 0.0% | — | 不变 |
| ALL | ALLSTATE CORP | $45.57万 | 0.01% | 1,915 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $45.17万 | 0.01% | 10,182 | 0 | 0.0% | — | 不变 |
| TMUS | T-MOBILE US INC | $44.55万 | 0.01% | 2,656 | -72 | -2.6% | -$1.21万 | 减仓 |
| PAA | PLAINS ALL AMERN PIPELINE L | $44.52万 | 0.01% | 20,000 | 20,000 | — | $44.52万 | 新建仓 |
| VBR | VANGUARD INDEX FDS | $44.39万 | 0.01% | 1,827 | 0 | 0.0% | — | 不变 |
| TECH | BIO-TECHNE CORP | $43.52万 | 0.01% | 6,160 | 953 | 18.3% | $6.73万 | 加仓 |
| MKC | MCCORMICK & CO INC | $43.27万 | 0.01% | 8,582 | -120 | -1.4% | -$6,050 | 减仓 |
| BXDC | BLACKSTONE DIGITAL INFRASTRU | $43.26万 | 0.01% | 20,000 | 20,000 | — | $43.26万 | 新建仓 |