13F 机构持仓

Evercore Wealth Management, LLC

New York NY · SEC CIK 0001482689

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$70.68亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

NVDA 6.1%
AAPL 6.0%
MSFT 4.1%
GOOG 4.1%
AMZN 3.8%
GOOGL 3.4%
MS 3.2%
FIX 3.2%
MA 2.8%
WMB 2.5%

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 00.0% — 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 00.0% — 不变
PWR QUANTA SVCS INC $42.27万0.01%587 00.0% — 不变
— INVESCO EXCHANGE TRADED FD T $42.19万0.01%2,000 00.0% — 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 00.0% — 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 00.0% — 不变
MKL MARKEL GROUP INC $39.65万0.01%203 00.0% — 不变
GDX VANECK ETF TRUST $39.48万0.01%5,232 00.0% — 不变
RSG REPUBLIC SVCS INC $39.12万0.01%1,836 00.0% — 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 2,0005.0% $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 00.0% — 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 00.0% — 不变
CRWV COREWEAVE INC $35.83万0.01%3,600 00.0% — 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 00.0% — 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 00.0% — 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 00.0% — 不变
MUB ISHARES TR $31.65万0.00%2,941 1113.9% $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 00.0% — 不变
IDEV ISHARES TR $31.07万0.00%3,491 00.0% — 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 00.0% — 不变
VMC VULCAN MATLS CO $29.50万0.00%1,000 00.0% — 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 00.0% — 不变
SNPS SYNOPSYS INC $28.82万0.00%646 00.0% — 不变
WSM WILLIAMS SONOMA INC $28.67万0.00%1,230 00.0% — 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 00.0% — 不变
GBTC GRAYSCALE BITCOIN TRUST ETF $28.45万0.00%6,250 00.0% — 不变
HSIC SCHEIN HENRY INC $28.39万0.00%3,399 00.0% — 不变
HIG HARTFORD INSURANCE GROUP INC $27.92万0.00%2,107 00.0% — 不变
CEG CONSTELLATION ENERGY CORP $27.77万0.00%1,118 00.0% — 不变
COLB COLUMBIA BKG SYS INC $27.71万0.00%8,647 00.0% — 不变
USMV ISHARES TR $27.63万0.00%2,864 00.0% — 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 00.0% — 不变
ZBH ZIMMER BIOMET HOLDINGS INC $27.32万0.00%3,174 00.0% — 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 00.0% — 不变
SIVR ABRDN SILVER ETF TRUST $26.99万0.00%4,800 00.0% — 不变
— INVESCO CURRENCYSHARES SWISS $26.72万0.00%2,450 00.0% — 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 00.0% — 不变
EWJ ISHARES INC $26.40万0.00%2,830 00.0% — 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 00.0% — 不变
VTIP VANGUARD MALVERN FDS $25.95万0.00%5,166 951.9% $4,772 加仓
CSL CARLISLE COS INC $25.39万0.00%700 00.0% — 不变
VONG VANGUARD SCOTTSDALE FDS $25.38万0.00%1,986 00.0% — 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 00.0% — 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 00.0% — 不变
AZN ASTRAZENECA PLC $24.23万0.00%1,278 00.0% — 不变
CHRW C H ROBINSON WORLDWIDE IN $24.11万0.00%1,280 00.0% — 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 00.0% — 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 00.0% — 不变
AMP AMERIPRISE FINL INC $23.08万0.00%503 00.0% — 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 00.0% — 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 15510.3% $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 00.0% — 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%2,763 271.0% $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 00.0% — 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 00.0% — 不变