Evercore Wealth Management, LLC
- SEC CIK
- 0001482689
- 最新申報
- 2026/8/14
2023 年第 1 季持倉
持倉截至 2023/3/31，2023/5/15 申報。只含多頭部位，變化是跟 2022 年第 4 季比股數。
- 持股檔數
- 405
- 較 2022 年第 4 季 +9
- 總值
- $50.2 億
- 較 2022 年第 4 季 +$2.44 億 (+5.1%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 1,907,976 | $3.15 億 | 6.3% | −42,504−2.2% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 954,884 | $2.75 億 | 5.5% | −8,505−0.9% | 減碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 307,216 | $1.77 億 | 3.5% | −2,373−0.8% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 454,690 | $1.65 億 | 3.3% | −5,537−1.2% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 342,889 | $1.62 億 | 3.2% | −7,043−2.0% | 減碼 | 歷史 |
| BXBlackstone Inc. | COM | 1,630,029 | $1.43 億 | 2.9% | +6,038+0.4% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 472,236 | $1.39 億 | 2.8% | −3,703−0.8% | 減碼 | 歷史 |
| AZOAutoZone Inc | COM | 56,255 | $1.38 億 | 2.8% | −808−1.4% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 1,223,191 | $1.26 億 | 2.5% | +20,406+1.7% | 加碼 | 歷史 |
| ACNAccenture plc | Stock | 398,372 | $1.14 億 | 2.3% | −853−0.2% | 減碼 | 歷史 |
| MSMorgan Stanley | Stock | 1,286,961 | $1.13 億 | 2.3% | −3630.0% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 1,084,874 | $1.13 億 | 2.2% | −27,236−2.4% | 減碼 | 歷史 |
| CDWCDW Corp | COM | 536,840 | $1.05 億 | 2.1% | −9,623−1.8% | 減碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 485,611 | $9,923 萬 | 2.0% | +22,040+4.8% | 加碼 | 歷史 |
| CBRECbre Group, Inc. | CL A | 1,273,578 | $9,273 萬 | 1.8% | −15,588−1.2% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 329,622 | $9,217 萬 | 1.8% | −6,777−2.0% | 減碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 490,363 | $9,121 萬 | 1.8% | −7,531−1.5% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 294,252 | $9,086 萬 | 1.8% | −3,963−1.3% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 848,968 | $8,806 萬 | 1.8% | −24,692−2.8% | 減碼 | 歷史 |
| CBChubb Ltd | Stock | 443,720 | $8,616 萬 | 1.7% | −796−0.2% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 843,654 | $8,543 萬 | 1.7% | +1,345+0.2% | 加碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 220,909 | $8,513 萬 | 1.7% | +1,724+0.8% | 加碼 | 歷史 |
| BLDRBuilders FirstSource, Inc. | Stock | 934,842 | $8,300 萬 | 1.7% | −143,408−13.3% | 減碼 | 歷史 |
| WMBWilliams Companies, Inc. | COM | 2,743,053 | $8,191 萬 | 1.6% | +43,793+1.6% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 605,385 | $7,889 萬 | 1.6% | +1,195+0.2% | 加碼 | 歷史 |
| BLKBlackRock, Inc. | COM | 113,077 | $7,566 萬 | 1.5% | −270.0% | 減碼 | 歷史 |
| CECelanese Corp | Stock | 693,852 | $7,555 萬 | 1.5% | +9,385+1.4% | 加碼 | 歷史 |
| STZConstellation Brands, Inc. | Stock | 332,319 | $7,507 萬 | 1.5% | +959+0.3% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 261,597 | $7,266 萬 | 1.4% | −15,312−5.5% | 減碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 887,501 | $6,954 萬 | 1.4% | −17,313−1.9% | 減碼 | 歷史 |
| NKENIKE, Inc. | Stock | 559,502 | $6,862 萬 | 1.4% | −4,012−0.7% | 減碼 | 歷史 |
| WisdomTree Tr97717W307 | US LARGECAP DIVD | 1,049,251 | $6,491 萬 | 1.3% | −10,504−1.0% | 減碼 | – |
| COSTCostco Wholesale Corp | Stock | 127,180 | $6,319 萬 | 1.3% | −2,189−1.7% | 減碼 | 歷史 |
| BWABorgwarner Inc | COM | 1,282,131 | $6,297 萬 | 1.3% | −8,604−0.7% | 減碼 | 歷史 |
| ANSSAnsys Inc | COM | 188,317 | $6,267 萬 | 1.2% | +16,566+9.6% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 138,176 | $5,657 萬 | 1.1% | −2,228−1.6% | 減碼 | 歷史 |
| EOGEOG Resources Inc | Stock | 466,604 | $5,349 萬 | 1.1% | +55,073+13.4% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 296,821 | $4,843 萬 | 1.0% | +170,434+134.9% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 223,804 | $3,469 萬 | 0.7% | −3,765−1.7% | 減碼 | 歷史 |
| SSNCSS&C Technologies Holdings Inc | COM | 601,053 | $3,394 萬 | 0.7% | −89,647−13.0% | 減碼 | 歷史 |
| ROPRoper Technologies Inc | Stock | 73,711 | $3,248 萬 | 0.6% | −6,659−8.3% | 減碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 74,470 | $3,061 萬 | 0.6% | −10,832−12.7% | 減碼 | – |
| GNRCGenerac Holdings Inc. | Stock | 279,785 | $3,022 萬 | 0.6% | +59,172+26.8% | 加碼 | 歷史 |
| IAUiShares Gold Trust | ETF | 691,837 | $2,585 萬 | 0.5% | −2,775−0.4% | 減碼 | 歷史 |
| POOLPool Corp | COM | 74,859 | $2,563 萬 | 0.5% | +74,859 | 新進 | 歷史 |
| SHWSherwin Williams Co | COM | 108,949 | $2,449 萬 | 0.5% | −6,422−5.6% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 126,969 | $2,315 萬 | 0.5% | −7,733−5.7% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 48,282 | $1,658 萬 | 0.3% | −1,167−2.4% | 減碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 43,194 | $1,624 萬 | 0.3% | −52−0.1% | 減碼 | – |
| UPSUnited Parcel Service Inc | Stock | 82,216 | $1,595 萬 | 0.3% | +37,902+85.5% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 96,988 | $1,546 萬 | 0.3% | +1,847+1.9% | 加碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 81,380 | $1,491 萬 | 0.3% | −50.0% | 減碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 60,910 | $1,488 萬 | 0.3% | −1,135−1.8% | 減碼 | – |
| ADPAutomatic Data Processing Inc | Stock | 65,425 | $1,457 萬 | 0.3% | −1,821−2.7% | 減碼 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 201,525 | $1,441 萬 | 0.3% | −1,034−0.5% | 減碼 | – |
| PGProcter & Gamble Co | Stock | 96,181 | $1,430 萬 | 0.3% | −2,803−2.8% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 267,073 | $1,396 萬 | 0.3% | +375+0.1% | 加碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 239,239 | $1,253 萬 | 0.2% | −5,537−2.3% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 112,023 | $1,192 萬 | 0.2% | −1,046−0.9% | 減碼 | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 51,480 | $1,159 萬 | 0.2% | −122−0.2% | 減碼 | – |
| VVisa Inc. | Stock | 46,387 | $1,046 萬 | 0.2% | −377−0.8% | 減碼 | 歷史 |
| PFEPfizer Inc | Stock | 251,855 | $1,028 萬 | 0.2% | −6,662−2.6% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 91,307 | $1,001 萬 | 0.2% | +731+0.8% | 加碼 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 20,663 | $947.2 萬 | 0.2% | −75−0.4% | 減碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 34,984 | $875.2 萬 | 0.2% | +562+1.6% | 加碼 | – |
| SYKStryker Corp | Stock | 30,130 | $860.1 萬 | 0.2% | −723−2.3% | 減碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 41,639 | $832.7 萬 | 0.2% | −1,038−2.4% | 減碼 | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 63,340 | $820.0 萬 | 0.2% | −8,076−11.3% | 減碼 | – |
| AMATApplied Materials Inc | Stock | 64,302 | $789.8 萬 | 0.2% | −4,926−7.1% | 減碼 | 歷史 |
| MCKMcKesson Corp | Stock | 21,712 | $773.1 萬 | 0.2% | −930−4.1% | 減碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 166,062 | $750.1 萬 | 0.1% | +7,053+4.4% | 加碼 | – |
| iShares Russell 2000 ETF464287655 | ETF | 41,900 | $747.5 萬 | 0.1% | +127+0.3% | 加碼 | – |
| KOCoca Cola Co | Stock | 117,405 | $728.3 萬 | 0.1% | +15,305+15.0% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 74,126 | $725.9 萬 | 0.1% | +625+0.9% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 74,340 | $690.8 萬 | 0.1% | −5,824−7.3% | 減碼 | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 28,196 | $686.4 萬 | 0.1% | −432−1.5% | 減碼 | 歷史 |
| DISWalt Disney Co | Stock | 66,662 | $667.5 萬 | 0.1% | −21,695−24.6% | 減碼 | 歷史 |
| DHRDanaher Corp | Stock | 25,975 | $654.7 萬 | 0.1% | −781−2.9% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 29,969 | $621.7 萬 | 0.1% | +494+1.7% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 30,348 | $610.8 萬 | 0.1% | −3,710−10.9% | 減碼 | 歷史 |
| NEENextera Energy Inc | Stock | 79,144 | $610.0 萬 | 0.1% | −768−1.0% | 減碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 152,934 | $594.8 萬 | 0.1% | +59,557+63.8% | 加碼 | 歷史 |
| MTDMettler Toledo International Inc | COM | 3,694 | $565.3 萬 | 0.1% | −67−1.8% | 減碼 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 29,530 | $559.8 萬 | 0.1% | −1,011−3.3% | 減碼 | – |
| TDGTransDigm Group INC | COM | 7,408 | $546.0 萬 | 0.1% | +10.0% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 190,801 | $545.7 萬 | 0.1% | −9,654−4.8% | 減碼 | 歷史 |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 101,402 | $542.2 萬 | 0.1% | −644−0.6% | 減碼 | – |
| CRMSalesforce, Inc. | Stock | 27,098 | $541.4 萬 | 0.1% | −964−3.4% | 減碼 | 歷史 |
| AMGNAmgen Inc | Stock | 21,818 | $527.5 萬 | 0.1% | −272−1.2% | 減碼 | 歷史 |
| CHKPCheck Point Software Technologies Ltd | ORD | 39,724 | $516.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BRK.ABerkshire Hathaway Inc | CL A | 11 | $512.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SBUXStarbucks Corp | Stock | 48,842 | $508.6 萬 | 0.1% | +469+1.0% | 加碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 72,868 | $505.0 萬 | 0.1% | −2,071−2.8% | 減碼 | 歷史 |
| CHDChurch & Dwight Co Inc | COM | 57,051 | $504.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 32,095 | $484.7 萬 | 0.1% | +4,424+16.0% | 加碼 | – |
| JBLJabil Inc | Stock | 52,540 | $463.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 178,682 | $462.8 萬 | 0.1% | −4,877−2.7% | 減碼 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 109,161 | $441.0 萬 | 0.1% | +8,183+8.1% | 加碼 | – |
| RPMRPM International Inc | COM | 48,717 | $425.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CVSCVS Health Corp | Stock | 53,418 | $396.9 萬 | 0.1% | +10,610+24.8% | 加碼 | 歷史 |
2022 年第 4 季之後清倉（15 檔）
2022 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 4 季股數 | 2022 年第 4 季市值 | 2022 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| AVEOAveo Pharmaceuticals, Inc. | COM NEW | 41,841 | $62.6 萬 | <0.1% | 歷史 |
| COWNCowen Inc. | CL A NEW | 12,304 | $47.5 萬 | <0.1% | 歷史 |
| Vanguard Total International Bond ETF92203J407 | ETF | 8,508 | $40.4 萬 | <0.1% | – |
| SRCLStericycle Inc | COM | 5,495 | $27.4 萬 | <0.1% | 歷史 |
| COLBColumbia Banking System, Inc. | COM | 8,647 | $26.1 萬 | <0.1% | 歷史 |
| iShares Tr464288638 | ISHS 5-10YR INVT | 5,150 | $25.5 萬 | <0.1% | – |
| METMetlife Inc | Stock | 3,389 | $24.5 萬 | <0.1% | 歷史 |
| HALOHalozyme Therapeutics, Inc. | COM | 4,143 | $23.6 萬 | <0.1% | 歷史 |
| MRNAModerna, Inc. | Stock | 1,287 | $23.1 萬 | <0.1% | 歷史 |
| UPXIUpexi, Inc. | COM | 75,000 | $22.5 萬 | <0.1% | 歷史 |
| WRBBerkley W R Corp | COM | 3,075 | $22.3 萬 | <0.1% | 歷史 |
| MKLMarkel Group Inc. | COM | 167 | $22.0 萬 | <0.1% | 歷史 |
| ALNYAlnylam Pharmaceuticals, Inc. | COM | 899 | $21.4 萬 | <0.1% | 歷史 |
| JCIJohnson Controls International plc | Stock | 3,306 | $21.2 萬 | <0.1% | 歷史 |
| HBIHanesbrands Inc. | COM | 27,330 | $17.4 萬 | <0.1% | 歷史 |