Evercore Wealth Management, LLC
- SEC CIK
- 0001482689
- 最新申報
- 2026/8/14
2022 年第 4 季持倉
持倉截至 2022/12/31，2023/2/14 申報。只含多頭部位，變化是跟 2022 年第 3 季比股數。
- 持股檔數
- 396
- 較 2022 年第 3 季 +18
- 總值
- $47.7 億
- 較 2022 年第 3 季 +$3.39 億 (+7.6%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 1,950,480 | $2.53 億 | 5.3% | −30,748−1.6% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 963,389 | $2.31 億 | 4.8% | −4,755−0.5% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 349,932 | $1.86 億 | 3.9% | −2,443−0.7% | 減碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 309,589 | $1.70 億 | 3.6% | +689+0.2% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 460,227 | $1.60 億 | 3.4% | −2,110−0.5% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 475,939 | $1.50 億 | 3.2% | +695+0.1% | 加碼 | 歷史 |
| AZOAutoZone Inc | COM | 57,063 | $1.41 億 | 2.9% | −900−1.6% | 減碼 | 歷史 |
| BXBlackstone Inc. | COM | 1,623,991 | $1.20 億 | 2.5% | +21,150+1.3% | 加碼 | 歷史 |
| MSMorgan Stanley | Stock | 1,287,324 | $1.09 億 | 2.3% | +10,012+0.8% | 加碼 | 歷史 |
| ACNAccenture plc | Stock | 399,225 | $1.07 億 | 2.2% | +1,916+0.5% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 1,202,785 | $1.01 億 | 2.1% | −8,752−0.7% | 減碼 | 歷史 |
| CBRECbre Group, Inc. | CL A | 1,289,166 | $9,921 萬 | 2.1% | +12,565+1.0% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 1,112,110 | $9,868 萬 | 2.1% | +2,661+0.2% | 加碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 463,571 | $9,821 萬 | 2.1% | +3,330+0.7% | 加碼 | 歷史 |
| CBChubb Ltd | Stock | 444,516 | $9,806 萬 | 2.1% | +12,392+2.9% | 加碼 | 歷史 |
| CDWCDW Corp | COM | 546,463 | $9,759 萬 | 2.0% | +5,541+1.0% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 842,309 | $9,248 萬 | 1.9% | +793+0.1% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 298,215 | $9,212 萬 | 1.9% | −660−0.2% | 減碼 | 歷史 |
| WMBWilliams Companies, Inc. | COM | 2,699,260 | $8,881 萬 | 1.9% | +31,894+1.2% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 336,399 | $8,865 萬 | 1.9% | −1,234−0.4% | 減碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 497,894 | $8,226 萬 | 1.7% | −1,475−0.3% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 604,190 | $8,102 萬 | 1.7% | +6,839+1.1% | 加碼 | 歷史 |
| BLKBlackRock, Inc. | COM | 113,104 | $8,015 萬 | 1.7% | +418+0.4% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 873,660 | $7,708 萬 | 1.6% | +3,396+0.4% | 加碼 | 歷史 |
| STZConstellation Brands, Inc. | Stock | 331,360 | $7,679 萬 | 1.6% | +2,281+0.7% | 加碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 219,185 | $7,376 萬 | 1.5% | +3,979+1.8% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 904,814 | $7,202 萬 | 1.5% | +5,128+0.6% | 加碼 | 歷史 |
| CECelanese Corp | Stock | 684,467 | $6,998 萬 | 1.5% | +5,065+0.7% | 加碼 | 歷史 |
| BLDRBuilders FirstSource, Inc. | Stock | 1,078,250 | $6,996 萬 | 1.5% | +16,990+1.6% | 加碼 | 歷史 |
| NKENIKE, Inc. | Stock | 563,514 | $6,594 萬 | 1.4% | −3,657−0.6% | 減碼 | 歷史 |
| WisdomTree Tr97717W307 | US LARGECAP DIVD | 1,059,755 | $6,565 萬 | 1.4% | +100,499+10.5% | 加碼 | – |
| COSTCostco Wholesale Corp | Stock | 129,369 | $5,906 萬 | 1.2% | +729+0.6% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 140,404 | $5,369 萬 | 1.1% | +15,712+12.6% | 加碼 | 歷史 |
| EOGEOG Resources Inc | Stock | 411,531 | $5,330 萬 | 1.1% | +92,742+29.1% | 加碼 | 歷史 |
| BWABorgwarner Inc | COM | 1,290,735 | $5,195 萬 | 1.1% | +31,553+2.5% | 加碼 | 歷史 |
| BBYBest Buy Co Inc | Stock | 602,621 | $4,834 萬 | 1.0% | −11,172−1.8% | 減碼 | 歷史 |
| ANSSAnsys Inc | COM | 171,751 | $4,149 萬 | 0.9% | +219+0.1% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 276,909 | $4,047 萬 | 0.8% | +22,404+8.8% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 227,569 | $4,020 萬 | 0.8% | +2,893+1.3% | 加碼 | 歷史 |
| SSNCSS&C Technologies Holdings Inc | COM | 690,700 | $3,596 萬 | 0.8% | −190,023−21.6% | 減碼 | 歷史 |
| ROPRoper Technologies Inc | Stock | 80,370 | $3,473 萬 | 0.7% | −5,366−6.3% | 減碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 85,302 | $3,277 萬 | 0.7% | +2,435+2.9% | 加碼 | – |
| SHWSherwin Williams Co | COM | 115,371 | $2,738 萬 | 0.6% | −3,785−3.2% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 134,702 | $2,434 萬 | 0.5% | −1,406−1.0% | 減碼 | 歷史 |
| IAUiShares Gold Trust | ETF | 694,612 | $2,403 萬 | 0.5% | +2,885+0.4% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 126,387 | $2,269 萬 | 0.5% | +4,129+3.4% | 加碼 | 歷史 |
| GNRCGenerac Holdings Inc. | Stock | 220,613 | $2,221 萬 | 0.5% | −16,328−6.9% | 減碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 244,776 | $2,038 萬 | 0.4% | +610+0.2% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 49,449 | $1,809 萬 | 0.4% | −121−0.2% | 減碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 67,246 | $1,606 萬 | 0.3% | −1,421−2.1% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 95,141 | $1,538 萬 | 0.3% | −1,926−2.0% | 減碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 43,246 | $1,519 萬 | 0.3% | +1,030+2.4% | 加碼 | – |
| PGProcter & Gamble Co | Stock | 98,984 | $1,500 萬 | 0.3% | +1,890+1.9% | 加碼 | 歷史 |
| iShares Tr464288885 | EAFE GRWTH ETF | 166,602 | $1,395 萬 | 0.3% | +166,602 | 新進 | – |
| GLDSPDR Gold Trust | ETF | 81,385 | $1,381 萬 | 0.3% | −114−0.1% | 減碼 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 202,559 | $1,330 萬 | 0.3% | −14,836−6.8% | 減碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 62,045 | $1,329 萬 | 0.3% | −5,826−8.6% | 減碼 | – |
| PFEPfizer Inc | Stock | 258,517 | $1,325 萬 | 0.3% | −6,902−2.6% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 266,698 | $1,271 萬 | 0.3% | −19,075−6.7% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 113,069 | $1,255 萬 | 0.3% | +116+0.1% | 加碼 | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 51,602 | $1,086 萬 | 0.2% | +990+2.0% | 加碼 | – |
| XOMExxonMobil Holdings Corp | COM | 90,576 | $999.1 萬 | 0.2% | +1,908+2.2% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 46,764 | $971.6 萬 | 0.2% | +1,323+2.9% | 加碼 | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 71,416 | $970.2 萬 | 0.2% | +8,805+14.1% | 加碼 | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 20,738 | $918.3 萬 | 0.2% | +530+2.6% | 加碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 42,677 | $850.3 萬 | 0.2% | −1,176−2.7% | 減碼 | 歷史 |
| MCKMcKesson Corp | Stock | 22,642 | $849.3 萬 | 0.2% | −2,694−10.6% | 減碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 34,422 | $832.6 萬 | 0.2% | −253−0.7% | 減碼 | – |
| UPSUnited Parcel Service Inc | Stock | 44,314 | $770.4 萬 | 0.2% | +3,073+7.5% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 88,357 | $767.6 萬 | 0.2% | −371,028−80.8% | 減碼 | 歷史 |
| SYKStryker Corp | Stock | 30,853 | $754.3 萬 | 0.2% | +28+0.1% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 73,501 | $741.8 萬 | 0.2% | +999+1.4% | 加碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 41,773 | $728.4 萬 | 0.2% | −1,733−4.0% | 減碼 | – |
| DHRDanaher Corp | Stock | 26,756 | $710.2 萬 | 0.1% | +208+0.8% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 34,058 | $705.2 萬 | 0.1% | −1,587−4.5% | 減碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 69,228 | $674.1 萬 | 0.1% | +30,825+80.3% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 79,912 | $668.1 萬 | 0.1% | +3,458+4.5% | 加碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 159,009 | $667.4 萬 | 0.1% | −26,365−14.2% | 減碼 | – |
| BACBank of America Corp | Stock | 200,455 | $663.9 萬 | 0.1% | +32,081+19.1% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 80,164 | $655.3 萬 | 0.1% | −2,364−2.9% | 減碼 | 歷史 |
| KOCoca Cola Co | Stock | 102,100 | $649.5 萬 | 0.1% | +514+0.5% | 加碼 | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 28,628 | $630.7 萬 | 0.1% | −1,030−3.5% | 減碼 | 歷史 |
| AMGNAmgen Inc | Stock | 22,090 | $580.2 萬 | 0.1% | +505+2.3% | 加碼 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 30,541 | $560.5 萬 | 0.1% | +334+1.1% | 加碼 | – |
| MTDMettler Toledo International Inc | COM | 3,761 | $543.6 萬 | 0.1% | +32+0.9% | 加碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 74,939 | $539.2 萬 | 0.1% | +3,839+5.4% | 加碼 | 歷史 |
| BRK.ABerkshire Hathaway Inc | CL A | 11 | $515.6 萬 | 0.1% | −6−35.3% | 減碼 | 歷史 |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 102,046 | $511.7 萬 | 0.1% | +45,025+79.0% | 加碼 | – |
| CHKPCheck Point Software Technologies Ltd | ORD | 39,724 | $501.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SBUXStarbucks Corp | Stock | 48,373 | $479.9 萬 | 0.1% | +900+1.9% | 加碼 | 歷史 |
| RPMRPM International Inc | COM | 48,717 | $474.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TDGTransDigm Group INC | COM | 7,407 | $466.4 萬 | 0.1% | −1,496−16.8% | 減碼 | 歷史 |
| CHDChurch & Dwight Co Inc | COM | 57,051 | $459.9 萬 | 0.1% | −781−1.4% | 減碼 | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 183,559 | $442.7 萬 | 0.1% | +49,881+37.3% | 加碼 | 歷史 |
| EMREmerson Electric Co | Stock | 44,263 | $425.2 萬 | 0.1% | +173+0.4% | 加碼 | 歷史 |
| HONHoneywell International Inc | COM | 19,826 | $424.9 萬 | 0.1% | +14+0.1% | 加碼 | 歷史 |
| iShares Core High Dividend ETF46429B663 | ETF | 40,656 | $423.8 萬 | 0.1% | −4,491−9.9% | 減碼 | – |
| CVSCVS Health Corp | Stock | 42,808 | $398.9 萬 | 0.1% | −236−0.5% | 減碼 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 100,978 | $393.6 萬 | 0.1% | −15,323−13.2% | 減碼 | – |
| SPDR Series Trust78468R556 | SP O&G EXPL PRO | 28,287 | $384.4 萬 | 0.1% | +51+0.2% | 加碼 | – |
2022 年第 3 季之後清倉（15 檔）
2022 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 3 季股數 | 2022 年第 3 季市值 | 2022 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| WBSWebster Financial Corp | COM | 23,616 | $106.7 萬 | <0.1% | 歷史 |
| BAMBrookfield Asset Management Ltd. | CL A LTD VT SH | 19,462 | $79.6 萬 | <0.1% | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 6,984 | $60.1 萬 | <0.1% | 歷史 |
| GMGeneral Motors Co | COM | 17,763 | $57.0 萬 | <0.1% | 歷史 |
| NDSNNordson Corp | COM | 2,500 | $53.1 萬 | <0.1% | 歷史 |
| ORGNOrigin Materials, Inc. | COM | 94,414 | $48.7 萬 | <0.1% | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 3,749 | $36.1 萬 | <0.1% | – |
| Turmeric Acquisition CorpG9127T116 | UNIT 10/08/2025 | 35,000 | $35.1 萬 | <0.1% | – |
| CCitigroup Inc | Stock | 7,414 | $30.9 萬 | <0.1% | 歷史 |
| MCHPMicrochip Technology Inc | Stock | 3,910 | $23.9 萬 | <0.1% | 歷史 |
| SNOWSnowflake Inc. | Stock | 1,337 | $22.7 萬 | <0.1% | 歷史 |
| FISVFiserv Inc | Stock | 2,410 | $22.5 萬 | <0.1% | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 1,314 | $21.5 萬 | <0.1% | 歷史 |
| OSCROscar Health, Inc. | CL A | 14,602 | $7.30 萬 | <0.1% | 歷史 |
| LOGCContextLogic Inc. | COM CL A | 16,659 | $1.20 萬 | <0.1% | 歷史 |