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 |
|---|---|---|---|---|---|---|---|---|
| CWB | SPDR SERIES TRUST | $20.29万 | 0.00% | 1,882 | 1,882 | — | $20.29万 | 新建仓 |
| IYW | ISHARES TR | $20.18万 | 0.00% | 800 | 800 | — | $20.18万 | 新建仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $20.12万 | 0.00% | 1,304 | 1,304 | — | $20.12万 | 新建仓 |
| SJM | SMUCKER J M CO | $20.02万 | 0.00% | 1,780 | 1,780 | — | $20.02万 | 新建仓 |
| ACHR | ARCHER AVIATION INC | $18.33万 | 0.00% | 38,750 | 0 | 0.0% | — | 不变 |
| HODL | VANECK BITCOIN ETF | $18.27万 | 0.00% | 11,000 | 0 | 0.0% | — | 不变 |
| CGCFU | CARTESIAN GROWTH CORP IV | $16.90万 | 0.00% | 16,900 | 16,900 | — | $16.90万 | 新建仓 |
| — | CALISA ACQUISITION CORP | $16.84万 | 0.00% | 16,590 | 0 | 0.0% | — | 不变 |
| BIDWU | TRIBECA STRATEGIC ACQUISITIO | $16.72万 | 0.00% | 16,800 | 16,800 | — | $16.72万 | 新建仓 |
| KCA/U | KENSINGTON CAP ACQUISITION | $16.60万 | 0.00% | 16,588 | 16,588 | — | $16.60万 | 新建仓 |
| FIGX | FIGX CAP ACQUISITION CORP. | $16.31万 | 0.00% | 15,940 | 0 | 0.0% | — | 不变 |
| CUB | LIONHEART HOLDINGS | $16.26万 | 0.00% | 15,100 | 0 | 0.0% | — | 不变 |
| PCT | PURECYCLE TECHNOLOGIES INC | $16.22万 | 0.00% | 20,000 | -80,000 | -80.0% | -$64.88万 | 减仓 |
| MBVI | M3-BRIGADE ACQUISITION VI CO | $16.21万 | 0.00% | 15,999 | 0 | 0.0% | — | 不变 |
| JOBY | JOBY AVIATION INC | $16.05万 | 0.00% | 17,994 | 0 | 0.0% | — | 不变 |
| — | AMPERCAP ACQUISITION CO | $13.91万 | 0.00% | 13,850 | 13,850 | — | $13.91万 | 新建仓 |
| TWLV | TWELVE SEAS INVT CO III | $13.60万 | 0.00% | 13,610 | 13,610 | — | $13.60万 | 新建仓 |
| MKLY | MCKINLEY ACQUISITION CORP | $13.10万 | 0.00% | 12,910 | 0 | 0.0% | — | 不变 |
| ISNRU | SNOW ROTHSCHILD ACQUISITION | $12.96万 | 0.00% | 12,950 | 12,950 | — | $12.96万 | 新建仓 |
| MTAL | METALS ACQUISITION CORP II | $12.82万 | 0.00% | 12,630 | 12,630 | — | $12.82万 | 新建仓 |
| — | INDIGO ACQUISITION CORP | $11.00万 | 0.00% | 10,730 | 0 | 0.0% | — | 不变 |
| LAB | STANDARD BIOTOOLS INC | $10.28万 | 0.00% | 125,000 | 0 | 0.0% | — | 不变 |
| MGNX | MACROGENICS INC | $8.10万 | 0.00% | 17,543 | 0 | 0.0% | — | 不变 |
| SOC | SABLE OFFSHORE CORP | $6.39万 | 0.00% | 20,750 | 0 | 0.0% | — | 不变 |
| PLUG | PLUG PWR INC | $5.42万 | 0.00% | 20,000 | 0 | 0.0% | — | 不变 |
| — | CHEGG INC | $1.38万 | 0.00% | 13,688 | 0 | 0.0% | — | 不变 |
| — | CALISA ACQUISITION CORP | $1.01万 | 0.00% | 16,590 | 0 | 0.0% | — | 不变 |
| — | CAYSON ACQUISITION CORP | $3,091 | 0.00% | 13,000 | 0 | 0.0% | — | 不变 |
| — | TAILWIND 2.0 ACQUISITION COR | $2,902 | 0.00% | 23,200 | 0 | 0.0% | — | 不变 |
| — | MCKINLEY ACQUISITION CORP | $2,453 | 0.00% | 12,910 | 0 | 0.0% | — | 不变 |
| — | IB ACQUISITION CORP | $2,251 | 0.00% | 19,576 | 0 | 0.0% | — | 不变 |
| — | TWELVE SEAS INVT CO III | $1,771 | 0.00% | 13,610 | 13,610 | — | $1,771 | 新建仓 |
| — | INDIGO ACQUISITION CORP | $1,181 | 0.00% | 10,730 | 0 | 0.0% | — | 不变 |
| WTM | WHITE MTNS INS GROUP LTD | $0 | 0.00% | 0 | -200 | -100.0% | -$43.94万 | 清仓 |
| XOP | SPDR SERIES TRUST | $0 | 0.00% | 0 | -1,586 | -100.0% | -$28.84万 | 清仓 |
| — | HOLOGIC INC | $0 | 0.00% | 0 | -3,465 | -100.0% | -$26.19万 | 清仓 |
| FXI | ISHARES TR | $0 | 0.00% | 0 | -7,000 | -100.0% | -$25.13万 | 清仓 |
| KR | KROGER CO | $0 | 0.00% | 0 | -3,257 | -100.0% | -$23.57万 | 清仓 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $0 | 0.00% | 0 | -5,136 | -100.0% | -$22.83万 | 清仓 |
| PNR | PENTAIR PLC | $0 | 0.00% | 0 | -2,577 | -100.0% | -$22.45万 | 清仓 |
| FDX | FEDEX CORP | $0 | 0.00% | 0 | -616 | -100.0% | -$21.94万 | 清仓 |
| EMN | EASTMAN CHEM CO | $0 | 0.00% | 0 | -2,805 | -100.0% | -$21.41万 | 清仓 |
| GIS | GENERAL MILLS INC | $0 | 0.00% | 0 | -5,669 | -100.0% | -$21.10万 | 清仓 |
| CE | CELANESE CORP DEL | $0 | 0.00% | 0 | -3,195 | -100.0% | -$21.01万 | 清仓 |
| ETH | GRAYSCALE ETHEREUM STAKING | $0 | 0.00% | 0 | -10,550 | -100.0% | -$20.95万 | 清仓 |
| OKE | ONEOK INC NEW | $0 | 0.00% | 0 | -2,292 | -100.0% | -$20.72万 | 清仓 |
| — | KENSINGTON CAP ACQUIST CORP | $0 | 0.00% | 0 | -16,590 | -100.0% | -$16.66万 | 清仓 |
| — | CENTURION ACQUISITION CORP | $0 | 0.00% | 0 | -15,400 | -100.0% | -$16.57万 | 清仓 |
| — | LEGATO MERGER CORP III | $0 | 0.00% | 0 | -14,300 | -100.0% | -$15.72万 | 清仓 |
| — | TWELVE SEAS INVT CO III | $0 | 0.00% | 0 | -13,610 | -100.0% | -$13.62万 | 清仓 |
| — | METALS ACQUISITION CORP II | $0 | 0.00% | 0 | -12,630 | -100.0% | -$12.74万 | 清仓 |
| SOUN | SOUNDHOUND AI INC | $0 | 0.00% | 0 | -13,200 | -100.0% | -$9.07万 | 清仓 |
| AUR | AURORA INNOVATION INC | $0 | 0.00% | 0 | -12,000 | -100.0% | -$4.94万 | 清仓 |