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 |
|---|---|---|---|---|---|---|---|---|
| — | LEGATO MERGER CORP III | $15.72万 | 0.00% | 14,300 | 0 | 0.0% | — | 不变 |
| JOBY | JOBY AVIATION INC | $14.86万 | 0.00% | 17,994 | 0 | 0.0% | — | 不变 |
| — | TWELVE SEAS INVT CO III | $13.62万 | 0.00% | 13,610 | 0 | 0.0% | — | 不变 |
| MKLY | MCKINLEY ACQUISITION CORP | $12.95万 | 0.00% | 12,910 | 0 | 0.0% | — | 不变 |
| — | METALS ACQUISITION CORP II | $12.74万 | 0.00% | 12,630 | 12,630 | — | $12.74万 | 新建仓 |
| LAB | STANDARD BIOTOOLS INC | $11.49万 | 0.00% | 125,000 | 0 | 0.0% | — | 不变 |
| — | INDIGO ACQUISITION CORP | $10.87万 | 0.00% | 10,730 | 0 | 0.0% | — | 不变 |
| SOUN | SOUNDHOUND AI INC | $9.07万 | 0.00% | 13,200 | 0 | 0.0% | — | 不变 |
| MGNX | MACROGENICS INC | $5.07万 | 0.00% | 17,543 | 0 | 0.0% | — | 不变 |
| AUR | AURORA INNOVATION INC | $4.94万 | 0.00% | 12,000 | 0 | 0.0% | — | 不变 |
| PLUG | PLUG PWR INC | $4.52万 | 0.00% | 20,000 | 0 | 0.0% | — | 不变 |
| — | CHEGG INC | $1.01万 | 0.00% | 13,688 | 0 | 0.0% | — | 不变 |
| — | CALISA ACQUISITION CORP | $9,124 | 0.00% | 16,590 | 16,590 | — | $9,124 | 新建仓 |
| — | TAILWIND 2.0 ACQUISITION COR | $3,250 | 0.00% | 23,200 | 23,200 | — | $3,250 | 新建仓 |
| — | CAYSON ACQUISITION CORP | $2,340 | 0.00% | 13,000 | 0 | 0.0% | — | 不变 |
| — | IB ACQUISITION CORP | $2,153 | 0.00% | 19,576 | 0 | 0.0% | — | 不变 |
| — | MCKINLEY ACQUISITION CORP | $1,549 | 0.00% | 12,910 | 0 | 0.0% | — | 不变 |
| — | INDIGO ACQUISITION CORP | $1,289 | 0.00% | 10,730 | 0 | 0.0% | — | 不变 |
| BWA | BORGWARNER INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IOT | SAMSARA INC | $0 | 0.00% | 0 | -25,215 | -100.0% | -$89.39万 | 清仓 |
| EXE | EXPAND ENERGY CORPORATION | $0 | 0.00% | 0 | -5,028 | -100.0% | -$55.49万 | 清仓 |
| BSX | BOSTON SCIENTIFIC CORP | $0 | 0.00% | 0 | -3,210 | -100.0% | -$30.61万 | 清仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -5,000 | -100.0% | -$29.06万 | 清仓 |
| RIOT | RIOT PLATFORMS INC | $0 | 0.00% | 0 | -20,000 | -100.0% | -$25.34万 | 清仓 |
| BIP | BROOKFIELD INFRAST PARTNERS | $0 | 0.00% | 0 | -6,896 | -100.0% | -$23.96万 | 清仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $0 | 0.00% | 0 | -600 | -100.0% | -$23.86万 | 清仓 |
| XYL | XYLEM INC | $0 | 0.00% | 0 | -1,639 | -100.0% | -$22.32万 | 清仓 |
| ROIV | ROIVANT SCIENCES LTD | $0 | 0.00% | 0 | -10,000 | -100.0% | -$21.70万 | 清仓 |
| T | AT&T INC | $0 | 0.00% | 0 | -8,710 | -100.0% | -$21.64万 | 清仓 |
| VMRK | EQUITY RESIDENTIAL | $0 | 0.00% | 0 | -3,421 | -100.0% | -$21.57万 | 清仓 |
| EPI | WISDOMTREE TR | $0 | 0.00% | 0 | -4,475 | -100.0% | -$20.71万 | 清仓 |
| A | AGILENT TECHNOLOGIES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FSLR | FIRST SOLAR INC | $0 | 0.00% | 0 | -783 | -100.0% | -$20.45万 | 清仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MET | METLIFE INC | $0 | 0.00% | 0 | -2,570 | -100.0% | -$20.29万 | 清仓 |
| — | HAYMAKER ACQUISITION CORP IV | $0 | 0.00% | 0 | -16,763 | -100.0% | -$19.08万 | 清仓 |
| — | CALISA ACQUISITION CORP | $0 | 0.00% | 0 | -16,590 | -100.0% | -$17.34万 | 清仓 |
| — | CARTESIAN GROWTH CORP III | $0 | 0.00% | 0 | -10,100 | -100.0% | -$10.40万 | 清仓 |
| — | BLUE RIDGE BANKSHARES INC VA | $0 | 0.00% | 0 | -20,000 | -100.0% | -$8.54万 | 清仓 |