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 |
|---|---|---|---|---|---|---|---|---|
| VXF | VANGUARD INDEX FDS | $43.21万 | 0.01% | 1,755 | 0 | 0.0% | — | 不变 |
| APD | AIR PRODUCTS AND CHEMICALS I | $43.10万 | 0.01% | 1,470 | -12 | -0.8% | -$3,518 | 减仓 |
| EXPE | EXPEDIA GROUP INC | $42.35万 | 0.01% | 1,655 | 0 | 0.0% | — | 不变 |
| PWR | QUANTA SVCS INC | $42.27万 | 0.01% | 587 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCHANGE TRADED FD T | $42.19万 | 0.01% | 2,000 | 0 | 0.0% | — | 不变 |
| — | WEBSTER FINL CORP | $41.74万 | 0.01% | 5,462 | -760 | -12.2% | -$5.81万 | 减仓 |
| AN | AUTONATION INC | $41.34万 | 0.01% | 2,225 | 0 | 0.0% | — | 不变 |
| IWP | ISHARES TR | $40.76万 | 0.01% | 2,784 | -715 | -20.4% | -$10.47万 | 减仓 |
| AEE | AMEREN CORP | $40.69万 | 0.01% | 3,600 | -70 | -1.9% | -$7,913 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $40.69万 | 0.01% | 799 | -3 | -0.4% | -$1,528 | 减仓 |
| VRSK | VERISK ANALYTICS INC | $40.57万 | 0.01% | 2,260 | 0 | 0.0% | — | 不变 |
| MKL | MARKEL GROUP INC | $39.65万 | 0.01% | 203 | 0 | 0.0% | — | 不变 |
| GDX | VANECK ETF TRUST | $39.48万 | 0.01% | 5,232 | 0 | 0.0% | — | 不变 |
| RSG | REPUBLIC SVCS INC | $39.12万 | 0.01% | 1,836 | 0 | 0.0% | — | 不变 |
| SLB | SLB LIMITED | $39.04万 | 0.01% | 8,398 | -510 | -5.7% | -$2.37万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $38.65万 | 0.01% | 972 | -57 | -5.5% | -$2.27万 | 减仓 |
| FRMI | FERMI INC | $38.47万 | 0.01% | 42,000 | 2,000 | 5.0% | $1.83万 | 加仓 |
| SXT | SENSIENT TECHNOLOGIES CORP | $38.22万 | 0.01% | 3,100 | -900 | -22.5% | -$11.10万 | 减仓 |
| IWO | ISHARES TR | $37.47万 | 0.01% | 951 | 0 | 0.0% | — | 不变 |
| SPCX | SPACE EXPLORATION TECHN CORP | $37.44万 | 0.01% | 2,191 | 2,191 | — | $37.44万 | 新建仓 |
| PSA | PUBLIC STORAGE | $37.38万 | 0.01% | 1,174 | 0 | 0.0% | — | 不变 |
| CRWV | COREWEAVE INC | $35.83万 | 0.01% | 3,600 | 0 | 0.0% | — | 不变 |
| RJF | RAYMOND JAMES FINL INC | $35.39万 | 0.01% | 2,328 | -100 | -4.1% | -$1.52万 | 减仓 |
| APO | APOLLO GLOBAL MGMT INC | $35.26万 | 0.00% | 2,980 | -1 | -0.0% | -$118 | 减仓 |
| DPZ | DOMINOS PIZZA INC | $34.64万 | 0.00% | 1,170 | -355 | -23.3% | -$10.51万 | 减仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $34.37万 | 0.00% | 6,785 | 0 | 0.0% | — | 不变 |
| CI | THE CIGNA GROUP | $33.88万 | 0.00% | 1,229 | -72 | -5.5% | -$1.98万 | 减仓 |
| ETR | ENTERGY CORP NEW | $33.59万 | 0.00% | 2,924 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD WHITEHALL FDS | $33.55万 | 0.00% | 2,123 | -100 | -4.5% | -$1.58万 | 减仓 |
| FNDF | SCHWAB STRATEGIC TR | $32.64万 | 0.00% | 6,186 | 0 | 0.0% | — | 不变 |
| MUB | ISHARES TR | $31.65万 | 0.00% | 2,941 | 111 | 3.9% | $1.19万 | 加仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $31.48万 | 0.00% | 8,128 | -50 | -0.6% | -$1,936 | 减仓 |
| HALO | HALOZYME THERAPEUTICS INC | $31.31万 | 0.00% | 4,000 | 0 | 0.0% | — | 不变 |
| IDEV | ISHARES TR | $31.07万 | 0.00% | 3,491 | 0 | 0.0% | — | 不变 |
| NUE | NUCOR CORP | $30.43万 | 0.00% | 1,366 | -20 | -1.4% | -$4,455 | 减仓 |
| AGZ | ISHARES TR | $30.21万 | 0.00% | 2,765 | 0 | 0.0% | — | 不变 |
| VMC | VULCAN MATLS CO | $29.50万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| VLO | VALERO ENERGY CORP | $29.33万 | 0.00% | 1,126 | -10 | -0.9% | -$2,604 | 减仓 |
| LQD | ISHARES TR | $29.25万 | 0.00% | 2,682 | 0 | 0.0% | — | 不变 |
| SNPS | SYNOPSYS INC | $28.82万 | 0.00% | 646 | 0 | 0.0% | — | 不变 |
| WSM | WILLIAMS SONOMA INC | $28.67万 | 0.00% | 1,230 | 0 | 0.0% | — | 不变 |
| FCX | FREEPORT MCMORAN INC | $28.56万 | 0.00% | 4,542 | -1 | -0.0% | -$63 | 减仓 |
| SPYD | SPDR SERIES TRUST | $28.48万 | 0.00% | 5,969 | 0 | 0.0% | — | 不变 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $28.45万 | 0.00% | 6,250 | 0 | 0.0% | — | 不变 |
| HSIC | SCHEIN HENRY INC | $28.39万 | 0.00% | 3,399 | 0 | 0.0% | — | 不变 |
| HIG | HARTFORD INSURANCE GROUP INC | $27.92万 | 0.00% | 2,107 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP | $27.77万 | 0.00% | 1,118 | 0 | 0.0% | — | 不变 |
| COLB | COLUMBIA BKG SYS INC | $27.71万 | 0.00% | 8,647 | 0 | 0.0% | — | 不变 |
| USMV | ISHARES TR | $27.63万 | 0.00% | 2,864 | 0 | 0.0% | — | 不变 |
| CMS | CMS ENERGY CORP | $27.54万 | 0.00% | 3,600 | 3,600 | — | $27.54万 | 新建仓 |
| SSNC | SS&C TECH HLDGS | $27.36万 | 0.00% | 4,410 | 0 | 0.0% | — | 不变 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $27.32万 | 0.00% | 3,174 | 0 | 0.0% | — | 不变 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $27.30万 | 0.00% | 4,834 | -3,000 | -38.3% | -$16.94万 | 减仓 |
| PLD | PROLOGIS INC. | $27.28万 | 0.00% | 2,014 | 0 | 0.0% | — | 不变 |
| SIVR | ABRDN SILVER ETF TRUST | $26.99万 | 0.00% | 4,800 | 0 | 0.0% | — | 不变 |
| — | INVESCO CURRENCYSHARES SWISS | $26.72万 | 0.00% | 2,450 | 0 | 0.0% | — | 不变 |
| SCHM | SCHWAB STRATEGIC TR | $26.70万 | 0.00% | 7,242 | -75 | -1.0% | -$2,765 | 减仓 |
| KVUE | KENVUE INC | $26.46万 | 0.00% | 13,846 | 0 | 0.0% | — | 不变 |
| EWJ | ISHARES INC | $26.40万 | 0.00% | 2,830 | 0 | 0.0% | — | 不变 |
| BETA | BETA TECHNOLOGIES INC | $26.28万 | 0.00% | 15,691 | 15,691 | — | $26.28万 | 新建仓 |
| — | CHART INDS INC | $26.12万 | 0.00% | 1,250 | 0 | 0.0% | — | 不变 |
| VTIP | VANGUARD MALVERN FDS | $25.95万 | 0.00% | 5,166 | 95 | 1.9% | $4,772 | 加仓 |
| CSL | CARLISLE COS INC | $25.39万 | 0.00% | 700 | 0 | 0.0% | — | 不变 |
| VONG | VANGUARD SCOTTSDALE FDS | $25.38万 | 0.00% | 1,986 | 0 | 0.0% | — | 不变 |
| BE | BLOOM ENERGY CORP | $25.28万 | 0.00% | 835 | 835 | — | $25.28万 | 新建仓 |
| SCHA | SCHWAB STRATEGIC TR | $25.19万 | 0.00% | 6,972 | -74 | -1.1% | -$2,674 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $25.18万 | 0.00% | 330 | 330 | — | $25.18万 | 新建仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $25.10万 | 0.00% | 5,564 | 5,564 | — | $25.10万 | 新建仓 |
| SCHX | SCHWAB STRATEGIC TR | $25.08万 | 0.00% | 8,523 | 0 | 0.0% | — | 不变 |
| EVR | EVERCORE INC | $24.58万 | 0.00% | 720 | -1,000 | -58.1% | -$34.14万 | 减仓 |
| WLY | WILEY JOHN & SONS INC | $24.55万 | 0.00% | 5,060 | 5,060 | — | $24.55万 | 新建仓 |
| ACU | ACME UTD CORP | $24.34万 | 0.00% | 5,100 | 0 | 0.0% | — | 不变 |
| AZN | ASTRAZENECA PLC | $24.23万 | 0.00% | 1,278 | 0 | 0.0% | — | 不变 |
| CHRW | C H ROBINSON WORLDWIDE IN | $24.11万 | 0.00% | 1,280 | 0 | 0.0% | — | 不变 |
| EW | EDWARDS LIFESCIENCES CORP | $23.82万 | 0.00% | 2,633 | -25 | -0.9% | -$2,261 | 减仓 |
| DD | DUPONT DE NEMOURS INC | $23.71万 | 0.00% | 1,748 | -3,823 | -68.6% | -$51.87万 | 减仓 |
| KKR | KKR & CO INC | $23.68万 | 0.00% | 2,580 | -2 | -0.1% | -$184 | 减仓 |
| VHT | VANGUARD WORLD FD | $23.56万 | 0.00% | 788 | 0 | 0.0% | — | 不变 |
| IMXI | INTERNATIONAL MONEY EXPRESS | $23.45万 | 0.00% | 16,228 | -10,280 | -38.8% | -$14.85万 | 减仓 |
| ECPG | ENCORE CAP GROUP INC | $23.32万 | 0.00% | 2,500 | 2,500 | — | $23.32万 | 新建仓 |
| TDWD | TAILWIND 2.0 ACQUISITION COR | $23.29万 | 0.00% | 23,200 | 0 | 0.0% | — | 不变 |
| AMP | AMERIPRISE FINL INC | $23.08万 | 0.00% | 503 | 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 |
| ICF | ISHARES TR | $23.00万 | 0.00% | 3,401 | 0 | 0.0% | — | 不变 |
| BWA | BORGWARNER INC | $22.62万 | 0.00% | 3,406 | -32,815 | -90.6% | -$217.89万 | 重新持有 |
| RY | ROYAL BK CDA | $22.27万 | 0.00% | 1,076 | 1,076 | — | $22.27万 | 新建仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $22.21万 | 0.00% | 2,507 | -623 | -19.9% | -$5.52万 | 减仓 |
| A | AGILENT TECHNOLOGIES INC | $22.09万 | 0.00% | 1,663 | 155 | 10.3% | $2.06万 | 重新持有 |
| HUBB | HUBBELL INC | $21.82万 | 0.00% | 417 | -8 | -1.9% | -$4,186 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $21.50万 | 0.00% | 556 | -23 | -4.0% | -$8,895 | 重新持有 |
| COIN | COINBASE GLOBAL INC | $21.23万 | 0.00% | 1,452 | 0 | 0.0% | — | 不变 |
| WRB | BERKLEY W R CORP | $21.20万 | 0.00% | 3,006 | 3,006 | — | $21.20万 | 新建仓 |
| DGX | QUEST DIAGNOSTICS INC | $21.20万 | 0.00% | 1,000 | -786 | -44.0% | -$16.66万 | 减仓 |
| GAM | GENERAL AMERN INVS CO INC | $21.12万 | 0.00% | 3,313 | 3,313 | — | $21.12万 | 新建仓 |
| INTU | INTUIT | $21.09万 | 0.00% | 808 | -795 | -49.6% | -$20.75万 | 减仓 |
| GGG | GRACO INC | $20.89万 | 0.00% | 2,763 | 27 | 1.0% | $2,041 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $20.83万 | 0.00% | 2,318 | 2,318 | — | $20.83万 | 新建仓 |
| IEI | ISHARES TR | $20.67万 | 0.00% | 1,760 | 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 |
| SHOP | SHOPIFY INC | $20.44万 | 0.00% | 1,790 | 0 | 0.0% | — | 不变 |