Evercore Wealth Management, LLC
- SEC CIK
- 0001482689
- 最新申報
- 2026/8/14
2022 年第 3 季持倉
持倉截至 2022/9/30，2022/11/14 申報。只含多頭部位，變化是跟 2022 年第 2 季比股數。
- 持股檔數
- 378
- 較 2022 年第 2 季 −14
- 總值
- $44.3 億
- 較 2022 年第 2 季 −$3.10 億 (−6.5%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 1,981,228 | $2.74 億 | 6.2% | −22,923−1.1% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 968,144 | $2.25 億 | 5.1% | +5,119+0.5% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 352,375 | $1.78 億 | 4.0% | −3,189−0.9% | 減碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 308,900 | $1.57 億 | 3.5% | −1520.0% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 1,211,537 | $1.37 億 | 3.1% | +12,978+1.1% | 加碼 | 歷史 |
| BXBlackstone Inc. | COM | 1,602,841 | $1.34 億 | 3.0% | +32,853+2.1% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 462,337 | $1.31 億 | 3.0% | +983+0.2% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 475,244 | $1.31 億 | 3.0% | +2,769+0.6% | 加碼 | 歷史 |
| AZOAutoZone Inc | COM | 57,963 | $1.24 億 | 2.8% | −3,654−5.9% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 1,109,449 | $1.07 億 | 2.4% | 00.0% | 不變依 20 比 1 拆股換算 | 歷史 |
| ACNAccenture plc | Stock | 397,309 | $1.02 億 | 2.3% | +1,960+0.5% | 加碼 | 歷史 |
| MSMorgan Stanley | Stock | 1,277,312 | $1.01 億 | 2.3% | +12,552+1.0% | 加碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 460,241 | $9,881 萬 | 2.2% | +495+0.1% | 加碼 | 歷史 |
| CBRECbre Group, Inc. | CL A | 1,276,601 | $8,618 萬 | 1.9% | +12,385+1.0% | 加碼 | 歷史 |
| CDWCDW Corp | COM | 540,922 | $8,443 萬 | 1.9% | +7,604+1.4% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 870,264 | $8,324 萬 | 1.9% | +4,724+0.5% | 加碼依 20 比 1 拆股換算 | 歷史 |
| ABTAbbott Laboratories | Stock | 841,516 | $8,143 萬 | 1.8% | +3,751+0.4% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 298,875 | $7,980 萬 | 1.8% | +3,488+1.2% | 加碼 | 歷史 |
| CBChubb Ltd | Stock | 432,124 | $7,860 萬 | 1.8% | +4,167+1.0% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 337,633 | $7,791 萬 | 1.8% | +1,064+0.3% | 加碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 499,369 | $7,729 萬 | 1.7% | +2,823+0.6% | 加碼 | 歷史 |
| WMBWilliams Companies, Inc. | COM | 2,667,366 | $7,637 萬 | 1.7% | +30,211+1.1% | 加碼 | 歷史 |
| STZConstellation Brands, Inc. | Stock | 329,079 | $7,558 萬 | 1.7% | +1,833+0.6% | 加碼 | 歷史 |
| BLDRBuilders FirstSource, Inc. | Stock | 1,061,260 | $6,253 萬 | 1.4% | +9,904+0.9% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 597,351 | $6,242 萬 | 1.4% | +1970.0% | 加碼 | 歷史 |
| BLKBlackRock, Inc. | COM | 112,686 | $6,201 萬 | 1.4% | +1,864+1.7% | 加碼 | 歷史 |
| CECelanese Corp | Stock | 679,402 | $6,138 萬 | 1.4% | +13,719+2.1% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 128,640 | $6,075 萬 | 1.4% | +1,225+1.0% | 加碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 215,206 | $5,922 萬 | 1.3% | +1,719+0.8% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 899,686 | $5,589 萬 | 1.3% | +8,816+1.0% | 加碼 | 歷史 |
| WisdomTree Tr97717W307 | US LARGECAP DIVD | 959,256 | $5,301 萬 | 1.2% | +23,721+2.5% | 加碼 | – |
| NKENIKE, Inc. | Stock | 567,171 | $4,714 萬 | 1.1% | +3,850+0.7% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 124,692 | $4,454 萬 | 1.0% | −3,135−2.5% | 減碼 | 歷史 |
| DISWalt Disney Co | Stock | 459,385 | $4,333 萬 | 1.0% | −12,359−2.6% | 減碼 | 歷史 |
| GNRCGenerac Holdings Inc. | Stock | 236,941 | $4,221 萬 | 1.0% | +27,150+12.9% | 加碼 | 歷史 |
| SSNCSS&C Technologies Holdings Inc | COM | 880,723 | $4,206 萬 | 0.9% | −241,299−21.5% | 減碼 | 歷史 |
| BWABorgwarner Inc | COM | 1,259,182 | $3,954 萬 | 0.9% | +1,516+0.1% | 加碼 | 歷史 |
| BBYBest Buy Co Inc | Stock | 613,793 | $3,888 萬 | 0.9% | −25,363−4.0% | 減碼 | 歷史 |
| ANSSAnsys Inc | COM | 171,532 | $3,803 萬 | 0.9% | −1,766−1.0% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 224,676 | $3,670 萬 | 0.8% | −667−0.3% | 減碼 | 歷史 |
| EOGEOG Resources Inc | Stock | 318,789 | $3,562 萬 | 0.8% | +302,817+1,895.9% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 254,505 | $3,089 萬 | 0.7% | +21,269+9.1% | 加碼 | 歷史 |
| ROPRoper Technologies Inc | Stock | 85,736 | $3,083 萬 | 0.7% | −8,670−9.2% | 減碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 82,867 | $2,972 萬 | 0.7% | +3,077+3.9% | 加碼 | – |
| SHWSherwin Williams Co | COM | 119,156 | $2,440 萬 | 0.6% | −1,985−1.6% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 136,108 | $2,222 萬 | 0.5% | −178−0.1% | 減碼 | 歷史 |
| IAUiShares Gold Trust | ETF | 691,727 | $2,181 萬 | 0.5% | −1,250−0.2% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 122,258 | $1,757 萬 | 0.4% | +4,314+3.7% | 加碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 244,166 | $1,755 萬 | 0.4% | −11,684−4.6% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 49,570 | $1,603 萬 | 0.4% | −75−0.2% | 減碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 68,667 | $1,553 萬 | 0.4% | −658−0.9% | 減碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 67,871 | $1,428 萬 | 0.3% | −1,359−2.0% | 減碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 42,216 | $1,386 萬 | 0.3% | +190.0% | 加碼 | – |
| ABBVAbbVie Inc. | Stock | 97,067 | $1,303 萬 | 0.3% | −1,802−1.8% | 減碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 81,499 | $1,261 萬 | 0.3% | −14,460−15.1% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 97,094 | $1,226 萬 | 0.3% | +144+0.1% | 加碼 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 217,395 | $1,218 萬 | 0.3% | −17,674−7.5% | 減碼 | – |
| PFEPfizer Inc | Stock | 265,419 | $1,162 萬 | 0.3% | −3,200−1.2% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 285,773 | $1,143 萬 | 0.3% | −10,244−3.5% | 減碼 | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 50,612 | $998.7 萬 | 0.2% | −439−0.9% | 減碼 | – |
| MRKMerck & Co., Inc. | Stock | 112,953 | $972.8 萬 | 0.2% | +1,905+1.7% | 加碼 | 歷史 |
| MCKMcKesson Corp | Stock | 25,336 | $861.0 萬 | 0.2% | −467−1.8% | 減碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 43,853 | $823.6 萬 | 0.2% | −501−1.1% | 減碼 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 20,208 | $811.6 萬 | 0.2% | −75−0.4% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 45,441 | $807.3 萬 | 0.2% | −766−1.7% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 88,668 | $774.1 萬 | 0.2% | +608+0.7% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 28,959 | $768.2 萬 | 0.2% | 00.0% | 不變依 3 比 1 拆股換算 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 34,675 | $760.3 萬 | 0.2% | −317−0.9% | 減碼 | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 62,611 | $758.3 萬 | 0.2% | −1,667−2.6% | 減碼 | – |
| iShares Russell 2000 ETF464287655 | ETF | 43,506 | $717.5 萬 | 0.2% | +96+0.2% | 加碼 | – |
| UNPUnion Pacific Corp | Stock | 35,645 | $694.4 萬 | 0.2% | −27−0.1% | 減碼 | 歷史 |
| BRK.ABerkshire Hathaway Inc | CL A | 17 | $691.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| DHRDanaher Corp | Stock | 26,548 | $685.7 萬 | 0.2% | +760+2.9% | 加碼 | 歷史 |
| FDXFedEx Corp | Stock | 45,603 | $677.0 萬 | 0.2% | −189,487−80.6% | 減碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 185,374 | $674.1 萬 | 0.2% | +27,145+17.2% | 加碼 | – |
| UPSUnited Parcel Service Inc | Stock | 41,241 | $666.2 萬 | 0.2% | +51+0.1% | 加碼 | 歷史 |
| SYKStryker Corp | Stock | 30,825 | $624.3 萬 | 0.1% | +160+0.5% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 76,454 | $599.5 萬 | 0.1% | −1,815−2.3% | 減碼 | 歷史 |
| RTXRTX Corp | Stock | 72,502 | $593.5 萬 | 0.1% | −780−1.1% | 減碼 | 歷史 |
| KOCoca Cola Co | Stock | 101,586 | $569.1 萬 | 0.1% | −476−0.5% | 減碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 39,323 | $565.7 萬 | 0.1% | −156−0.4% | 減碼 | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 29,658 | $535.8 萬 | 0.1% | −515−1.7% | 減碼 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 30,207 | $516.2 萬 | 0.1% | −254−0.8% | 減碼 | – |
| BACBank of America Corp | Stock | 168,374 | $508.5 萬 | 0.1% | −14,129−7.7% | 減碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 71,100 | $505.4 萬 | 0.1% | +467+0.7% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 82,528 | $504.0 萬 | 0.1% | −541−0.7% | 減碼 | 歷史 |
| AMGNAmgen Inc | Stock | 21,585 | $486.5 萬 | 0.1% | +80+0.4% | 加碼 | 歷史 |
| TDGTransDigm Group INC | COM | 8,903 | $467.2 萬 | 0.1% | −1,100−11.0% | 減碼 | 歷史 |
| CHKPCheck Point Software Technologies Ltd | ORD | 39,724 | $445.0 萬 | 0.1% | −250−0.6% | 減碼 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 116,301 | $424.4 萬 | 0.1% | −13,569−10.4% | 減碼 | – |
| CHDChurch & Dwight Co Inc | COM | 57,832 | $413.1 萬 | 0.1% | −970−1.6% | 減碼 | 歷史 |
| iShares Core High Dividend ETF46429B663 | ETF | 45,147 | $412.1 萬 | 0.1% | +6,123+15.7% | 加碼 | – |
| CVSCVS Health Corp | Stock | 43,044 | $410.5 萬 | 0.1% | −10.0% | 減碼 | 歷史 |
| RPMRPM International Inc | COM | 48,717 | $405.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MTDMettler Toledo International Inc | COM | 3,729 | $404.2 萬 | 0.1% | −31−0.8% | 減碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 33,831 | $401.9 萬 | 0.1% | −156−0.5% | 減碼 | – |
| SBUXStarbucks Corp | Stock | 47,473 | $400.0 萬 | 0.1% | −260−0.5% | 減碼 | 歷史 |
| INTCIntel Corp | Stock | 150,333 | $387.4 萬 | 0.1% | −130−0.1% | 減碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 34,037 | $384.6 萬 | 0.1% | +50+0.1% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 95,670 | $363.3 萬 | 0.1% | −4,863−4.8% | 減碼 | 歷史 |
2022 年第 2 季之後清倉（23 檔）
2022 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 2 季股數 | 2022 年第 2 季市值 | 2022 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| VLOValero Energy Corp | Stock | 11,005 | $117.0 萬 | <0.1% | 歷史 |
| FISFidelity National Information Services, Inc. | Stock | 5,170 | $47.4 萬 | <0.1% | 歷史 |
| CDKCDK Global, Inc. | COM | 5,455 | $29.9 萬 | <0.1% | 歷史 |
| ORIOld Republic International Corp | COM | 12,425 | $27.8 萬 | <0.1% | 歷史 |
| STLDSteel Dynamics Inc | COM | 4,083 | $27.0 萬 | <0.1% | 歷史 |
| DLTRDollar Tree, Inc. | COM | 1,675 | $26.1 萬 | <0.1% | 歷史 |
| KEYKeycorp | COM | 13,968 | $24.1 萬 | <0.1% | 歷史 |
| WEXWEX Inc. | COM | 1,516 | $23.6 萬 | <0.1% | 歷史 |
| LAMRLamar Advertising Co | REIT | 2,655 | $23.4 萬 | <0.1% | 歷史 |
| SNASnap-on Inc | COM | 1,161 | $22.9 萬 | <0.1% | 歷史 |
| TECHBIO-TECHNE Corp | COM | 658 | $22.8 萬 | <0.1% | 歷史 |
| POLYPlantronics Inc | COM | 5,475 | $21.7 萬 | <0.1% | 歷史 |
| ARGOArgo Group International Holdings, Inc. | COM | 5,900 | $21.7 萬 | <0.1% | 歷史 |
| SPDR Index Shs FDS78463X202 | ST STR EU 50 ETF | 6,213 | $21.6 萬 | <0.1% | – |
| IPGInterpublic Group of Companies, Inc. | COM | 7,760 | $21.4 萬 | <0.1% | 歷史 |
| ELEstee Lauder Companies Inc | CL A | 832 | $21.2 萬 | <0.1% | 歷史 |
| PLDPrologis, Inc. | REIT | 1,795 | $21.1 萬 | <0.1% | 歷史 |
| WRBBerkley W R Corp | COM | 3,075 | $21.0 萬 | <0.1% | 歷史 |
| Vanguard Health Care ETF92204A504 | ETF | 888 | $20.9 萬 | <0.1% | – |
| METMetlife Inc | Stock | 3,277 | $20.6 萬 | <0.1% | 歷史 |
| BXPBXP, Inc. | COM | 2,295 | $20.4 萬 | <0.1% | 歷史 |
| OLOOlo Inc. | CL A | 16,302 | $16.1 萬 | <0.1% | 歷史 |
| CENXCentury Aluminum Co | COM | 20,000 | $14.7 萬 | <0.1% | 歷史 |