Evercore Wealth Management, LLC
- SEC CIK
- 0001482689
- 最新申報
- 2026/8/14
2024 年第 1 季持倉
持倉截至 2024/3/31，2024/5/15 申報。只含多頭部位，變化是跟 2023 年第 4 季比股數。
- 持股檔數
- 421
- 較 2023 年第 4 季 −12
- 總值
- $63.8 億
- 較 2023 年第 4 季 +$4.15 億 (+7.0%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 905,091 | $3.81 億 | 6.0% | −5,312−0.6% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 1,806,901 | $3.10 億 | 4.9% | −55,257−3.0% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 1,220,815 | $2.20 億 | 3.5% | −21,519−1.7% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 240,622 | $2.17 億 | 3.4% | −18,841−7.3% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 448,663 | $2.16 億 | 3.4% | −1,926−0.4% | 減碼 | 歷史 |
| BXBlackstone Inc. | COM | 1,590,016 | $2.09 億 | 3.3% | −1,811−0.1% | 減碼 | 歷史 |
| AZOAutoZone Inc | COM | 58,555 | $1.85 億 | 2.9% | +329+0.6% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 476,791 | $1.83 億 | 2.9% | +2,059+0.4% | 加碼 | 歷史 |
| BLDRBuilders FirstSource, Inc. | Stock | 865,939 | $1.81 億 | 2.8% | −54,932−6.0% | 減碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 305,644 | $1.78 億 | 2.8% | +913+0.3% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 342,265 | $1.69 億 | 2.7% | +2,725+0.8% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 1,056,759 | $1.61 億 | 2.5% | −5,234−0.5% | 減碼 | 歷史 |
| CDWCDW Corp | COM | 541,353 | $1.38 億 | 2.2% | +3,844+0.7% | 加碼 | 歷史 |
| ACNAccenture plc | Stock | 398,159 | $1.38 億 | 2.2% | +532+0.1% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 630,397 | $1.26 億 | 2.0% | +5,022+0.8% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 836,210 | $1.26 億 | 2.0% | −5,322−0.6% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 291,436 | $1.23 億 | 1.9% | −2,309−0.8% | 減碼 | 歷史 |
| MSMorgan Stanley | Stock | 1,298,565 | $1.22 億 | 1.9% | +23,960+1.9% | 加碼 | 歷史 |
| CECelanese Corp | Stock | 688,762 | $1.18 億 | 1.9% | −13,829−2.0% | 減碼 | 歷史 |
| CBChubb Ltd | Stock | 456,052 | $1.18 億 | 1.9% | +3,048+0.7% | 加碼 | 歷史 |
| CBRECbre Group, Inc. | CL A | 1,200,498 | $1.17 億 | 1.8% | −2,536−0.2% | 減碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 231,030 | $1.17 億 | 1.8% | +3,299+1.4% | 加碼 | 歷史 |
| WMBWilliams Companies, Inc. | COM | 2,858,454 | $1.11 億 | 1.7% | +49,000+1.7% | 加碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 492,393 | $9,729 萬 | 1.5% | −3,579−0.7% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 848,174 | $9,640 萬 | 1.5% | +3,678+0.4% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 939,470 | $9,528 萬 | 1.5% | +14,960+1.6% | 加碼 | 歷史 |
| BLKBlackRock, Inc. | COM | 113,371 | $9,452 萬 | 1.5% | −61−0.1% | 減碼 | 歷史 |
| STZConstellation Brands, Inc. | Stock | 345,263 | $9,383 萬 | 1.5% | +6,553+1.9% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 332,045 | $9,362 萬 | 1.5% | −641−0.2% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 123,643 | $9,058 萬 | 1.4% | −5,812−4.5% | 減碼 | 歷史 |
| CROXCrocs, Inc. | COM | 623,532 | $8,966 萬 | 1.4% | +26,417+4.4% | 加碼 | 歷史 |
| WisdomTree Tr97717W307 | US LARGECAP DIVD | 1,121,943 | $8,099 萬 | 1.3% | +47,788+4.4% | 加碼 | – |
| ANSSAnsys Inc | COM | 220,893 | $7,669 萬 | 1.2% | −131−0.1% | 減碼 | 歷史 |
| EOGEOG Resources Inc | Stock | 592,229 | $7,571 萬 | 1.2% | +49,874+9.2% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 136,576 | $7,144 萬 | 1.1% | −10,459−7.1% | 減碼 | 歷史 |
| NKENIKE, Inc. | Stock | 634,571 | $5,964 萬 | 0.9% | −8,808−1.4% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 364,316 | $5,747 萬 | 0.9% | +19,304+5.6% | 加碼 | 歷史 |
| POOLPool Corp | COM | 139,931 | $5,646 萬 | 0.9% | +2,776+2.0% | 加碼 | 歷史 |
| GNRCGenerac Holdings Inc. | Stock | 389,055 | $4,908 萬 | 0.8% | +21,147+5.7% | 加碼 | 歷史 |
| BWABorgwarner Inc | COM | 1,281,221 | $4,451 萬 | 0.7% | +6,703+0.5% | 加碼 | 歷史 |
| SHWSherwin Williams Co | COM | 108,712 | $3,776 萬 | 0.6% | +475+0.4% | 加碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 69,793 | $3,669 萬 | 0.6% | −7,646−9.9% | 減碼 | – |
| JNJJohnson & Johnson | Stock | 204,801 | $3,240 萬 | 0.5% | −4,342−2.1% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 40,538 | $3,154 萬 | 0.5% | −5,469−11.9% | 減碼 | 歷史 |
| ROPRoper Technologies Inc | Stock | 55,570 | $3,117 萬 | 0.5% | −1,949−3.4% | 減碼 | 歷史 |
| IAUiShares Gold Trust | ETF | 677,118 | $2,845 萬 | 0.4% | −9,240−1.3% | 減碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 54,831 | $2,636 萬 | 0.4% | −278−0.5% | 減碼 | – |
| PEPPepsiCo Inc | Stock | 120,053 | $2,101 萬 | 0.3% | −2,886−2.3% | 減碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 58,608 | $1,975 萬 | 0.3% | −4,861−7.7% | 減碼 | – |
| GLDSPDR Gold Trust | ETF | 82,035 | $1,688 萬 | 0.3% | −506−0.6% | 減碼 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 208,868 | $1,668 萬 | 0.3% | −4,698−2.2% | 減碼 | – |
| ABBVAbbVie Inc. | Stock | 90,210 | $1,643 萬 | 0.3% | −2,106−2.3% | 減碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 61,437 | $1,534 萬 | 0.2% | −566−0.9% | 減碼 | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 52,997 | $1,526 萬 | 0.2% | −200.0% | 減碼 | – |
| MRKMerck & Co., Inc. | Stock | 107,257 | $1,415 萬 | 0.2% | −3,790−3.4% | 減碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 179,583 | $1,299 萬 | 0.2% | −50,117−21.8% | 減碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 62,074 | $1,280 萬 | 0.2% | −1,155−1.8% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 77,918 | $1,264 萬 | 0.2% | −17,658−18.5% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 238,549 | $1,191 萬 | 0.2% | −13,180−5.2% | 減碼 | 歷史 |
| MCKMcKesson Corp | Stock | 21,706 | $1,165 萬 | 0.2% | −225−1.0% | 減碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 65,674 | $1,144 萬 | 0.2% | −56,010−46.0% | 減碼 | 歷史 |
| KOCoca Cola Co | Stock | 186,556 | $1,141 萬 | 0.2% | +252+0.1% | 加碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 186,473 | $1,133 萬 | 0.2% | −15,587−7.7% | 減碼依 5 比 1 拆股換算 | – |
| SYKStryker Corp | Stock | 31,639 | $1,132 萬 | 0.2% | +751+2.4% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 40,299 | $1,125 萬 | 0.2% | −2,094−4.9% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 90,601 | $1,053 萬 | 0.2% | −260.0% | 減碼 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 18,333 | $1,020 萬 | 0.2% | −1,717−8.6% | 減碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 200,061 | $1,004 萬 | 0.2% | −1,999−1.0% | 減碼 | – |
| iShares Russell 2000 ETF464287655 | ETF | 45,819 | $963.6 萬 | 0.2% | −521−1.1% | 減碼 | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 64,672 | $955.4 萬 | 0.1% | +1,060+1.7% | 加碼 | – |
| IBMInternational Business Machines Corp | Stock | 48,786 | $931.6 萬 | 0.1% | +1,334+2.8% | 加碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 35,593 | $906.7 萬 | 0.1% | −587−1.6% | 減碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 60,606 | $900.8 萬 | 0.1% | −2,377−3.8% | 減碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 42,765 | $890.7 萬 | 0.1% | +5,692+15.4% | 加碼 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 50,799 | $860.4 萬 | 0.1% | +29,843+142.4% | 加碼 | – |
| ARCCAres Capital Corp | CEF | 412,827 | $859.5 萬 | 0.1% | +149,282+56.6% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 67,549 | $848.5 萬 | 0.1% | −360−0.5% | 減碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 26,992 | $812.9 萬 | 0.1% | −745−2.7% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 43,320 | $761.5 萬 | 0.1% | +3,331+8.3% | 加碼 | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 27,539 | $739.0 萬 | 0.1% | −285−1.0% | 減碼 | 歷史 |
| NEENextera Energy Inc | Stock | 111,350 | $711.6 萬 | 0.1% | +43,733+64.7% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 28,674 | $705.2 萬 | 0.1% | −240−0.8% | 減碼 | 歷史 |
| BRK.ABerkshire Hathaway Inc | CL A | 11 | $697.9 萬 | 0.1% | −2−15.4% | 減碼 | 歷史 |
| RTXRTX Corp | Stock | 70,904 | $691.5 萬 | 0.1% | −1,913−2.6% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 5,161 | $684.0 萬 | 0.1% | −11−0.2% | 減碼 | 歷史 |
| CHKPCheck Point Software Technologies Ltd | ORD | 39,774 | $652.3 萬 | 0.1% | −150−0.4% | 減碼 | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 219,233 | $639.7 萬 | 0.1% | −19,157−8.0% | 減碼 | 歷史 |
| DHRDanaher Corp | Stock | 25,314 | $632.1 萬 | 0.1% | −412−1.6% | 減碼 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 27,638 | $631.8 萬 | 0.1% | −1,093−3.8% | 減碼 | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 102,261 | $599.8 萬 | 0.1% | −828−0.8% | 減碼 | – |
| DISWalt Disney Co | Stock | 48,271 | $590.6 萬 | 0.1% | −1,892−3.8% | 減碼 | 歷史 |
| PFEPfizer Inc | Stock | 206,890 | $574.1 萬 | 0.1% | −10,464−4.8% | 減碼 | 歷史 |
| AMGNAmgen Inc | Stock | 20,117 | $572.0 萬 | 0.1% | −466−2.3% | 減碼 | 歷史 |
| CHDChurch & Dwight Co Inc | COM | 49,248 | $513.7 萬 | 0.1% | −2,421−4.7% | 減碼 | 歷史 |
| RPMRPM International Inc | COM | 42,550 | $506.1 萬 | 0.1% | −6,167−12.7% | 減碼 | 歷史 |
| INTCIntel Corp | Stock | 112,618 | $497.4 萬 | 0.1% | −4,555−3.9% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 82,463 | $496.2 萬 | 0.1% | 00.0% | 不變依 3 比 1 拆股換算 | 歷史 |
| ECLEcolab Inc. | Stock | 21,253 | $490.7 萬 | 0.1% | −106−0.5% | 減碼 | 歷史 |
| JBLJabil Inc | Stock | 36,557 | $489.7 萬 | 0.1% | −16,000−30.4% | 減碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 18,542 | $481.9 萬 | 0.1% | −140−0.7% | 減碼 | – |
2023 年第 4 季之後清倉（32 檔）
2023 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 4 季股數 | 2023 年第 4 季市值 | 2023 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| LBTYKLiberty Global Ltd. | COM CL C | 155,000 | $288.9 萬 | <0.1% | 歷史 |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 25,249 | $253.2 萬 | <0.1% | – |
| CHTRCharter Communications, Inc. | CL A | 6,131 | $238.3 萬 | <0.1% | 歷史 |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 44,530 | $178.4 萬 | <0.1% | – |
| CRLCharles River Laboratories International, Inc. | COM | 2,504 | $59.2 萬 | <0.1% | 歷史 |
| LULUlululemon athletica inc. | Stock | 805 | $41.2 萬 | <0.1% | 歷史 |
| LTHMLivent Corp. | COM | 22,500 | $40.5 萬 | <0.1% | 歷史 |
| iShares Tr464287721 | U.S. TECH ETF | 2,800 | $34.4 萬 | <0.1% | – |
| 99 Acquisition Group Inc65445K101 | CL A | 31,160 | $31.8 萬 | <0.1% | – |
| Kodiak AI, Inc.G33033104 | SHS CLASS A | 26,850 | $28.0 萬 | <0.1% | – |
| Vanguard S&P 500 Growth ETF921932505 | ETF | 998 | $27.0 萬 | <0.1% | – |
| ETF Managers Tr26924G201 | PRIME CYBR SCRTY | 4,360 | $26.3 萬 | <0.1% | – |
| CTASCintas Corp | Stock | 416 | $25.1 萬 | <0.1% | 歷史 |
| iShares Tr464288448 | INTL SEL DIV ETF | 8,641 | $24.2 萬 | <0.1% | – |
| iShares Tr464287150 | CORE S&P TTL STK | 2,210 | $23.3 萬 | <0.1% | – |
| COLBColumbia Banking System, Inc. | COM | 8,647 | $23.1 萬 | <0.1% | 歷史 |
| PXDPioneer Natural Resources Co | COM | 1,021 | $23.0 萬 | <0.1% | 歷史 |
| SCRMScreaming Eagle Acquisition Corp. | CLASS A ORD SHS | 21,370 | $22.7 萬 | <0.1% | 歷史 |
| Vanguard Ftse All-World Ex-US Small-Cap ETF922042718 | ETF | 1,969 | $22.6 萬 | <0.1% | – |
| iShares Tips Bond ETF464287176 | ETF | 2,074 | $22.3 萬 | <0.1% | – |
| XYZBlock, Inc. | CL A | 2,817 | $21.8 萬 | <0.1% | 歷史 |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 3,273 | $20.7 萬 | <0.1% | – |
| Invesco Exch Traded FD Tr II46138E404 | CEF INM COMPSI | 10,455 | $18.8 萬 | <0.1% | – |
| ETEnergy Transfer LP | COM UT LTD PTN | 11,491 | $15.9 萬 | <0.1% | 歷史 |
| HBANHuntington Bancshares Inc | COM | 10,358 | $13.2 萬 | <0.1% | 歷史 |
| Gores Holdings IX, Inc.38287A101 | CLASS A COM | 10,900 | $11.4 萬 | <0.1% | – |
| Bellevue Life SCNCS Aqstn Co079174108 | COM | 10,600 | $11.1 萬 | <0.1% | – |
| Silverbox Corp III82836N107 | COM CL A | 10,599 | $11.0 萬 | <0.1% | – |
| BKCCBlackRock Capital Investment Corp | COM | 18,272 | $7.07 萬 | <0.1% | 歷史 |
| VRMVroom, Inc. | COM | 21,413 | $1.29 萬 | <0.1% | 歷史 |
| KDKRWKodiak AI, Inc. | *W EXP 99/99/999 | 13,425 | $2,042 | <0.1% | 歷史 |
| Pono Cap Three IncG71704111 | *W EXP 01/11/202 | 19,960 | $1,397 | <0.1% | – |