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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $3.82亿 | 6.00% | 1,504,338 | -72,216 | -4.6% | -$1,832.77万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $3.81亿 | 5.99% | 2,182,929 | -81,972 | -3.6% | -$1,429.59万 | 减仓 |
| MSFT | MICROSOFT CORP | $2.90亿 | 4.56% | 784,201 | -27,332 | -3.4% | -$1,011.75万 | 减仓 |
| GOOG | ALPHABET INC | $2.55亿 | 4.00% | 887,425 | -65,578 | -6.9% | -$1,881.17万 | 减仓 |
| AMZN | AMAZON COM INC | $2.34亿 | 3.67% | 1,122,187 | -22,587 | -2.0% | -$470.42万 | 减仓 |
| GOOGL | ALPHABET INC | $2.05亿 | 3.23% | 714,008 | -37,360 | -5.0% | -$1,074.32万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $1.96亿 | 3.08% | 392,062 | -7,117 | -1.8% | -$355.61万 | 减仓 |
| MS | MORGAN STANLEY | $1.94亿 | 3.05% | 1,177,393 | -39,209 | -3.2% | -$645.26万 | 减仓 |
| FIX | COMFORT SYS USA INC | $1.85亿 | 2.91% | 134,308 | -20,929 | -13.5% | -$2,886.09万 | 减仓 |
| AZO | AUTOZONE INC | $1.74亿 | 2.73% | 51,425 | -536 | -1.0% | -$181.05万 | 减仓 |
| WMB | WILLIAMS COS INC | $1.73亿 | 2.71% | 2,370,634 | -88,419 | -3.6% | -$643.51万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $1.57亿 | 2.46% | 532,133 | -54,861 | -9.3% | -$1,613.79万 | 减仓 |
| BX | BLACKSTONE INC | $1.55亿 | 2.43% | 1,345,665 | 28,573 | 2.2% | $328.56万 | 加仓 |
| HD | HOME DEPOT INC | $1.42亿 | 2.24% | 432,199 | -8,119 | -1.8% | -$267.03万 | 减仓 |
| CB | CHUBB LTD SWITZ | $1.37亿 | 2.16% | 420,570 | -8,906 | -2.1% | -$290.27万 | 减仓 |
| CBRE | CBRE GROUP INC | $1.34亿 | 2.10% | 987,081 | -9,919 | -1.0% | -$134.36万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $1.31亿 | 2.06% | 266,753 | -8,002 | -2.9% | -$393.32万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1.23亿 | 1.94% | 257,658 | -8,789 | -3.3% | -$421.17万 | 减仓 |
| VIK | VIKING HOLDINGS LTD | $1.23亿 | 1.93% | 1,672,216 | 14,465 | 0.9% | $106.29万 | 加仓 |
| BLK | BLACKROCK INC | $1.02亿 | 1.61% | 106,170 | -2,397 | -2.2% | -$230.52万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $9,976.16万 | 1.57% | 100,119 | -1,117 | -1.1% | -$111.30万 | 减仓 |
| DLN | WISDOMTREE TR | $9,347.76万 | 1.47% | 1,046,430 | 12,571 | 1.2% | $112.30万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $8,315.34万 | 1.31% | 1,156,032 | 68,433 | 6.3% | $492.24万 | 加仓 |
| EOG | EOG RES INC | $7,939.83万 | 1.25% | 549,203 | -3,051 | -0.6% | -$44.11万 | 减仓 |
| GNRC | GENERAC HLDGS INC | $7,542.65万 | 1.19% | 386,149 | -8,866 | -2.2% | -$173.18万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $7,522.77万 | 1.18% | 115,674 | -874 | -0.7% | -$56.84万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $7,497.10万 | 1.18% | 125,464 | 16,815 | 15.5% | $1,004.78万 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $7,340.66万 | 1.15% | 151,382 | 150,896 | 31,048.6% | $7,317.10万 | 加仓 |
| SN | SHARKNINJA INC | $7,099.65万 | 1.12% | 670,411 | 132,749 | 24.7% | $1,405.81万 | 加仓 |
| BLDR | BUILDERS FIRSTSOURCE INC | $6,608.78万 | 1.04% | 802,718 | -16,700 | -2.0% | -$137.49万 | 减仓 |
| PGR | PROGRESSIVE CORP | $6,291.54万 | 0.99% | 317,370 | 40,117 | 14.5% | $795.28万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $5,973.86万 | 0.94% | 346,150 | -11,366 | -3.2% | -$196.15万 | 减仓 |
| ARCC | ARES CAPITAL CORP | $5,624.06万 | 0.88% | 3,121,008 | 182,651 | 6.2% | $329.14万 | 加仓 |
| IAU | ISHARES GOLD TR | $5,471.49万 | 0.86% | 620,632 | -5,087 | -0.8% | -$44.85万 | 减仓 |
| CROX | CROCS INC | $5,297.90万 | 0.83% | 638,147 | -127 | -0.0% | -$1.05万 | 减仓 |
| IVV | ISHARES TR | $5,221.80万 | 0.82% | 79,941 | 1,331 | 1.7% | $86.94万 | 加仓 |
| ADBE | ADOBE INC | $4,931.44万 | 0.78% | 202,873 | -7,760 | -3.7% | -$188.63万 | 减仓 |
| DXJ | WISDOMTREE TR | $4,878.30万 | 0.77% | 307,624 | 17,963 | 6.2% | $284.86万 | 加仓 |
| MELI | MERCADOLIBRE INC | $4,599.37万 | 0.72% | 26,601 | 2,992 | 12.7% | $517.32万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $4,514.74万 | 0.71% | 601,164 | 217,918 | 56.9% | $1,636.56万 | 加仓 |
| TJX | TJX COS INC NEW | $4,342.72万 | 0.68% | 271,930 | -34,147 | -11.2% | -$545.33万 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $3,906.45万 | 0.61% | 775,551 | 65,964 | 9.3% | $332.26万 | 加仓 |
| GLDM | WORLD GOLD TR | $3,660.04万 | 0.58% | 394,869 | 40,971 | 11.6% | $379.76万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $3,254.03万 | 0.51% | 133,122 | -23,197 | -14.8% | -$567.03万 | 减仓 |
| GLD | SPDR GOLD TR | $3,112.29万 | 0.49% | 72,330 | -1,504 | -2.0% | -$64.72万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $3,060.68万 | 0.48% | 95,482 | -3,336 | -3.4% | -$106.94万 | 减仓 |
| CVX | CHEVRON CORPORATION | $2,989.80万 | 0.47% | 144,505 | -9,445 | -6.1% | -$195.42万 | 减仓 |
| IWF | ISHARES TR | $2,547.41万 | 0.40% | 59,742 | -1,934 | -3.1% | -$82.47万 | 减仓 |
| LLY | ELI LILLY & CO | $2,488.35万 | 0.39% | 27,054 | -7,792 | -22.4% | -$716.68万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $2,290.81万 | 0.36% | 84,660 | -23,350 | -21.6% | -$631.83万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $1,923.04万 | 0.30% | 96,981 | -35,811 | -27.0% | -$710.10万 | 减仓 |
| ABBV | ABBVIE INC | $1,780.79万 | 0.28% | 81,879 | -2,021 | -2.4% | -$43.95万 | 减仓 |
| EFA | ISHARES TR | $1,740.89万 | 0.27% | 179,232 | -1,269 | -0.7% | -$12.33万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $1,624.07万 | 0.26% | 174,857 | 2,189 | 1.3% | $20.33万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,539.54万 | 0.24% | 240,254 | 21,294 | 9.7% | $136.45万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $1,522.24万 | 0.24% | 62,801 | 5,196 | 9.0% | $125.95万 | 加仓 |
| CSCO | CISCO SYS INC | $1,359.60万 | 0.21% | 175,229 | -7,081 | -3.9% | -$54.94万 | 减仓 |
| TSLA | TESLA INC | $1,342.43万 | 0.21% | 36,111 | -325 | -0.9% | -$12.08万 | 减仓 |
| PEP | PEPSICO INC | $1,299.72万 | 0.20% | 83,696 | -8,607 | -9.3% | -$133.66万 | 减仓 |
| — | EXXON MOBIL CORP | $1,282.71万 | 0.20% | 75,605 | -5,744 | -7.1% | -$97.45万 | 减仓 |
| ROP | ROPER TECHNOLOGIES INC | $1,263.03万 | 0.20% | 35,693 | -3,178 | -8.2% | -$112.46万 | 减仓 |
| MCK | MCKESSON CORP | $1,212.11万 | 0.19% | 14,007 | -130 | -0.9% | -$11.25万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $1,128.37万 | 0.18% | 208,764 | 66,679 | 46.9% | $360.40万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $1,123.12万 | 0.18% | 58,520 | 7,015 | 13.6% | $134.63万 | 加仓 |
| IWB | ISHARES TR | $1,122.99万 | 0.18% | 31,495 | 17,385 | 123.2% | $619.88万 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $1,114.40万 | 0.18% | 135,194 | 63,090 | 87.5% | $520.05万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $1,105.95万 | 0.17% | 54,432 | -571 | -1.0% | -$11.60万 | 减仓 |
| MRK | MERCK & CO INC | $1,104.23万 | 0.17% | 91,797 | -1,303 | -1.4% | -$15.67万 | 减仓 |
| MCD | MCDONALDS CORP | $1,081.27万 | 0.17% | 34,791 | -3,218 | -8.5% | -$100.01万 | 减仓 |
| RTX | RTX CORPORATION | $1,062.90万 | 0.17% | 55,101 | -9,201 | -14.3% | -$177.49万 | 减仓 |
| KO | COCA COLA CO | $1,022.51万 | 0.16% | 134,452 | -404 | -0.3% | -$3.07万 | 减仓 |
| V | VISA INC | $1,015.86万 | 0.16% | 33,611 | -1,345 | -3.8% | -$40.65万 | 减仓 |
| AVGO | BROADCOM INC | $986.87万 | 0.16% | 31,885 | -623 | -1.9% | -$19.28万 | 减仓 |
| SYK | STRYKER CORPORATION | $986.72万 | 0.16% | 30,029 | -100 | -0.3% | -$3.29万 | 减仓 |
| IJH | ISHARES TR | $980.68万 | 0.15% | 145,222 | -7,088 | -4.7% | -$47.87万 | 减仓 |
| WMT | WALMART INC | $972.59万 | 0.15% | 78,258 | -1,062 | -1.3% | -$13.20万 | 减仓 |
| IWM | ISHARES TR | $965.44万 | 0.15% | 38,929 | -150 | -0.4% | -$3.72万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $949.17万 | 0.15% | 15,390 | -170 | -1.1% | -$10.48万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $901.68万 | 0.14% | 87,823 | -10,086 | -10.3% | -$103.55万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $891.64万 | 0.14% | 61,731 | -5,468 | -8.1% | -$78.98万 | 减仓 |
| ORCL | ORACLE CORP | $882.70万 | 0.14% | 60,003 | -1,326 | -2.2% | -$19.51万 | 减仓 |
| JBL | JABIL INC | $871.16万 | 0.14% | 32,796 | -3,044 | -8.5% | -$80.86万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $832.34万 | 0.13% | 219,962 | 3,469 | 1.6% | $13.13万 | 加仓 |
| AMAT | APPLIED MATLS INC | $801.19万 | 0.13% | 23,441 | -520 | -2.2% | -$17.77万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $789.95万 | 0.12% | 11 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $781.77万 | 0.12% | 58,824 | -4,804 | -7.6% | -$63.85万 | 减仓 |
| TXN | TEXAS INSTRS INC | $776.02万 | 0.12% | 39,972 | -2,934 | -6.8% | -$56.96万 | 减仓 |
| MPLX | MPLX LP | $753.63万 | 0.12% | 132,053 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $750.71万 | 0.12% | 31,772 | -478 | -1.5% | -$11.29万 | 减仓 |
| APH | AMPHENOL CORP | $705.11万 | 0.11% | 55,806 | -5,511 | -9.0% | -$69.63万 | 减仓 |
| CAT | CATERPILLAR INC | $629.75万 | 0.10% | 8,889 | -67 | -0.7% | -$4.75万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $629.40万 | 0.10% | 42,930 | -3,795 | -8.1% | -$55.64万 | 减仓 |
| AMGN | AMGEN INC | $626.33万 | 0.10% | 17,801 | -105 | -0.6% | -$3.69万 | 减仓 |
| IVW | ISHARES TR | $617.52万 | 0.10% | 54,595 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $600.04万 | 0.09% | 18,704 | 1 | 0.0% | $321 | 加仓 |
| VB | VANGUARD INDEX FDS | $595.11万 | 0.09% | 22,721 | -2 | -0.0% | -$524 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $579.49万 | 0.09% | 150,831 | 28,579 | 23.4% | $109.80万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $558.11万 | 0.09% | 21,442 | -5 | -0.0% | -$1,301 | 减仓 |
| QQQ | INVESCO QQQ TR | $554.27万 | 0.09% | 9,603 | 834 | 9.5% | $48.14万 | 加仓 |
| ECL | ECOLAB INC | $551.33万 | 0.09% | 20,725 | -86 | -0.4% | -$2.29万 | 减仓 |