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 |
|---|---|---|---|---|---|---|---|---|
| — | WEBSTER FINL CORP | $43.19万 | 0.01% | 6,222 | -2 | -0.0% | -$139 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $43.09万 | 0.01% | 2,362 | -4 | -0.2% | -$730 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $43.05万 | 0.01% | 1,482 | 0 | 0.0% | — | 不变 |
| VRSK | VERISK ANALYTICS INC | $42.88万 | 0.01% | 2,260 | 0 | 0.0% | — | 不变 |
| IMXI | INTERNATIONAL MONEY EXPRESS | $41.88万 | 0.01% | 26,508 | 0 | 0.0% | — | 不变 |
| AEE | AMEREN CORP | $40.34万 | 0.01% | 3,670 | 0 | 0.0% | — | 不变 |
| RSG | REPUBLIC SVCS INC | $40.21万 | 0.01% | 1,836 | -10 | -0.5% | -$2,190 | 减仓 |
| ALL | ALLSTATE CORP | $39.71万 | 0.01% | 1,915 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $39.69万 | 0.01% | 1,827 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $39.57万 | 0.01% | 10,182 | 0 | 0.0% | — | 不变 |
| MKL | MARKEL GROUP INC | $38.86万 | 0.01% | 203 | 0 | 0.0% | — | 不变 |
| BIIB | BIOGEN INC | $38.72万 | 0.01% | 2,112 | -30 | -1.4% | -$5,500 | 减仓 |
| EXPE | EXPEDIA GROUP INC | $38.21万 | 0.01% | 1,655 | 0 | 0.0% | — | 不变 |
| VXF | VANGUARD INDEX FDS | $36.12万 | 0.01% | 1,755 | 0 | 0.0% | — | 不变 |
| RJF | RAYMOND JAMES FINL INC | $35.16万 | 0.01% | 2,428 | 0 | 0.0% | — | 不变 |
| DGX | QUEST DIAGNOSTICS INC | $35.00万 | 0.01% | 1,786 | 0 | 0.0% | — | 不变 |
| CI | THE CIGNA GROUP | $34.70万 | 0.01% | 1,301 | 35 | 2.8% | $9,336 | 加仓 |
| SXT | SENSIENT TECHNOLOGIES CORP | $34.58万 | 0.01% | 4,000 | 0 | 0.0% | — | 不变 |
| SIVR | ABRDN SILVER ETF TRUST | $34.37万 | 0.01% | 4,800 | -2,200 | -31.4% | -$15.75万 | 减仓 |
| SOC | SABLE OFFSHORE CORP | $34.28万 | 0.01% | 20,750 | 5,000 | 31.7% | $8.26万 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $33.92万 | 0.01% | 6,785 | 0 | 0.0% | — | 不变 |
| APO | APOLLO GLOBAL MGMT INC | $33.21万 | 0.01% | 2,981 | 0 | 0.0% | — | 不变 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $32.98万 | 0.01% | 6,250 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD WHITEHALL FDS | $32.92万 | 0.01% | 2,223 | 0 | 0.0% | — | 不变 |
| ETR | ENTERGY CORP NEW | $32.85万 | 0.01% | 2,924 | 0 | 0.0% | — | 不变 |
| HACK | AMPLIFY ETF TR | $32.74万 | 0.01% | 4,360 | 0 | 0.0% | — | 不变 |
| PWR | QUANTA SVCS INC | $32.23万 | 0.01% | 587 | -100 | -14.6% | -$5.49万 | 减仓 |
| PSA | PUBLIC STORAGE OPER CO | $31.81万 | 0.01% | 1,174 | -972 | -45.3% | -$26.34万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $31.22万 | 0.00% | 1,118 | 57 | 5.4% | $1.59万 | 加仓 |
| AGZ | ISHARES TR | $30.33万 | 0.00% | 2,765 | 0 | 0.0% | — | 不变 |
| FNDF | SCHWAB STRATEGIC TR | $30.27万 | 0.00% | 6,186 | 0 | 0.0% | — | 不变 |
| MUB | ISHARES TR | $30.04万 | 0.00% | 2,830 | 0 | 0.0% | — | 不变 |
| IWO | ISHARES TR | $29.84万 | 0.00% | 951 | 0 | 0.0% | — | 不变 |
| SSNC | SS&C TECH HLDGS | $29.80万 | 0.00% | 4,410 | 0 | 0.0% | — | 不变 |
| LQD | ISHARES TR | $29.23万 | 0.00% | 2,682 | 0 | 0.0% | — | 不变 |
| IDEV | ISHARES TR | $29.17万 | 0.00% | 3,491 | 0 | 0.0% | — | 不变 |
| XOP | SPDR SERIES TRUST | $28.84万 | 0.00% | 1,586 | -200 | -11.2% | -$3.64万 | 减仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $28.70万 | 0.00% | 3,174 | 0 | 0.0% | — | 不变 |
| HIG | HARTFORD INSURANCE GROUP INC | $28.49万 | 0.00% | 2,107 | 0 | 0.0% | — | 不变 |
| VLO | VALERO ENERGY CORP | $28.07万 | 0.00% | 1,136 | 1,136 | — | $28.07万 | 新建仓 |
| CRWV | COREWEAVE INC | $27.89万 | 0.00% | 3,600 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCHANGE TRADED FD T | $27.71万 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| VMC | VULCAN MATLS CO | $27.23万 | 0.00% | 1,000 | 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 |
| SPYD | SPDR SERIES TRUST | $27.17万 | 0.00% | 5,969 | 0 | 0.0% | — | 不变 |
| — | INVESCO CURRENCYSHARES SWISS | $27.05万 | 0.00% | 2,450 | 0 | 0.0% | — | 不变 |
| FCX | FREEPORT MCMORAN INC | $26.70万 | 0.00% | 4,543 | 4,543 | — | $26.70万 | 新建仓 |
| PLD | PROLOGIS INC. | $26.62万 | 0.00% | 2,014 | 2,014 | — | $26.62万 | 新建仓 |
| USMV | ISHARES TR | $26.56万 | 0.00% | 2,864 | 0 | 0.0% | — | 不变 |
| — | HOLOGIC INC | $26.19万 | 0.00% | 3,465 | 0 | 0.0% | — | 不变 |
| HALO | HALOZYME THERAPEUTICS INC | $25.85万 | 0.00% | 4,000 | 0 | 0.0% | — | 不变 |
| — | CHART INDS INC | $25.84万 | 0.00% | 1,250 | -85 | -6.4% | -$1.76万 | 减仓 |
| SNPS | SYNOPSYS INC | $25.61万 | 0.00% | 646 | 0 | 0.0% | — | 不变 |
| — | DUPONT DE NEMOURS INC | $25.52万 | 0.00% | 5,571 | -2,777 | -33.3% | -$12.72万 | 减仓 |
| COIN | COINBASE GLOBAL INC | $25.35万 | 0.00% | 1,452 | 175 | 13.7% | $3.06万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $25.33万 | 0.00% | 5,071 | 0 | 0.0% | — | 不变 |
| AZN | ASTRAZENECA PLC | $25.20万 | 0.00% | 1,278 | 1,278 | — | $25.20万 | 新建仓 |
| FXI | ISHARES TR | $25.13万 | 0.00% | 7,000 | 0 | 0.0% | — | 不变 |
| HSIC | SCHEIN HENRY INC | $25.05万 | 0.00% | 3,399 | 0 | 0.0% | — | 不变 |
| EWJ | ISHARES INC | $23.90万 | 0.00% | 2,830 | 0 | 0.0% | — | 不变 |
| KKR | KKR & CO INC | $23.88万 | 0.00% | 2,582 | -20 | -0.8% | -$1,850 | 减仓 |
| KVUE | KENVUE INC | $23.87万 | 0.00% | 13,846 | 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 |
| COLB | COLUMBIA BKG SYS INC | $23.72万 | 0.00% | 8,647 | 0 | 0.0% | — | 不变 |
| KR | KROGER CO | $23.57万 | 0.00% | 3,257 | 0 | 0.0% | — | 不变 |
| NUE | NUCOR CORP | $23.44万 | 0.00% | 1,386 | -100 | -6.7% | -$1.69万 | 减仓 |
| FRMI | FERMI INC | $23.36万 | 0.00% | 40,000 | 25,000 | 166.7% | $14.60万 | 加仓 |
| CSL | CARLISLE COS INC | $23.35万 | 0.00% | 700 | 0 | 0.0% | — | 不变 |
| GGG | GRACO INC | $23.16万 | 0.00% | 2,736 | 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 |
| ACU | ACME UTD CORP | $22.90万 | 0.00% | 5,100 | 0 | 0.0% | — | 不变 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $22.83万 | 0.00% | 5,136 | 0 | 0.0% | — | 不变 |
| SCHM | SCHWAB STRATEGIC TR | $22.65万 | 0.00% | 7,317 | 0 | 0.0% | — | 不变 |
| PNR | PENTAIR PLC | $22.45万 | 0.00% | 2,577 | -2 | -0.1% | -$174 | 减仓 |
| WSM | WILLIAMS SONOMA INC | $22.43万 | 0.00% | 1,230 | 0 | 0.0% | — | 不变 |
| AMP | AMERIPRISE FINL INC | $22.35万 | 0.00% | 503 | -334 | -39.9% | -$14.84万 | 减仓 |
| FDX | FEDEX CORP | $21.94万 | 0.00% | 616 | 616 | — | $21.94万 | 新建仓 |
| SCHX | SCHWAB STRATEGIC TR | $21.85万 | 0.00% | 8,523 | 0 | 0.0% | — | 不变 |
| VONG | VANGUARD SCOTTSDALE FDS | $21.78万 | 0.00% | 1,986 | -115 | -5.5% | -$1.26万 | 减仓 |
| VHT | VANGUARD WORLD FD | $21.46万 | 0.00% | 788 | 0 | 0.0% | — | 不变 |
| EMN | EASTMAN CHEM CO | $21.41万 | 0.00% | 2,805 | 2,805 | — | $21.41万 | 新建仓 |
| EW | EDWARDS LIFESCIENCES CORP | $21.29万 | 0.00% | 2,658 | 0 | 0.0% | — | 不变 |
| CHRW | C H ROBINSON WORLDWIDE IN | $21.26万 | 0.00% | 1,280 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC | $21.23万 | 0.00% | 1,790 | -2,000 | -52.8% | -$23.72万 | 减仓 |
| GIS | GENERAL MILLS INC | $21.10万 | 0.00% | 5,669 | -1,633 | -22.4% | -$6.08万 | 减仓 |
| HODL | VANECK BITCOIN ETF | $21.08万 | 0.00% | 11,000 | 11,000 | — | $21.08万 | 新建仓 |
| ICF | ISHARES TR | $21.05万 | 0.00% | 3,401 | 0 | 0.0% | — | 不变 |
| CE | CELANESE CORP DEL | $21.01万 | 0.00% | 3,195 | 3,195 | — | $21.01万 | 新建仓 |
| ETH | GRAYSCALE ETHEREUM STAKING | $20.95万 | 0.00% | 10,550 | 10,550 | — | $20.95万 | 新建仓 |
| IEI | ISHARES TR | $20.87万 | 0.00% | 1,760 | 0 | 0.0% | — | 不变 |
| HUBB | HUBBELL INC | $20.86万 | 0.00% | 425 | -228 | -34.9% | -$11.19万 | 重新持有 |
| OKE | ONEOK INC NEW | $20.72万 | 0.00% | 2,292 | 2,292 | — | $20.72万 | 新建仓 |
| SCHA | SCHWAB STRATEGIC TR | $20.49万 | 0.00% | 7,046 | 0 | 0.0% | — | 不变 |
| ACHR | ARCHER AVIATION INC | $20.03万 | 0.00% | 38,750 | 0 | 0.0% | — | 不变 |
| — | KENSINGTON CAP ACQUIST CORP | $16.66万 | 0.00% | 16,590 | 16,590 | — | $16.66万 | 新建仓 |
| — | CENTURION ACQUISITION CORP | $16.57万 | 0.00% | 15,400 | 0 | 0.0% | — | 不变 |
| — | CALISA ACQUISITION CORP | $16.56万 | 0.00% | 16,590 | 16,590 | — | $16.56万 | 新建仓 |
| CUB | LIONHEART HOLDINGS | $16.25万 | 0.00% | 15,100 | 0 | 0.0% | — | 不变 |
| FIGX | FIGX CAP ACQUISITION CORP. | $16.12万 | 0.00% | 15,940 | 0 | 0.0% | — | 不变 |
| MBVI | M3-BRIGADE ACQUISITION VI CO | $16.08万 | 0.00% | 15,999 | 0 | 0.0% | — | 不变 |