Evercore Wealth Management, LLC
- SEC CIK
- 0001482689
- 最新申報
- 2026/8/14
2024 年第 2 季持倉
持倉截至 2024/6/30，2024/8/14 申報。只含多頭部位，變化是跟 2024 年第 1 季比股數。
- 持股檔數
- 410
- 較 2024 年第 1 季 −11
- 總值
- $63.5 億
- 較 2024 年第 1 季 −$2,632 萬 (−0.4%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 890,240 | $3.98 億 | 6.3% | −14,851−1.6% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 1,780,124 | $3.75 億 | 5.9% | −26,777−1.5% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 2,388,900 | $2.95 億 | 4.6% | −17,320−0.7% | 減碼依 10 比 1 拆股換算 | 歷史 |
| AMZNAmazon Com Inc | Stock | 1,206,181 | $2.33 億 | 3.7% | −14,634−1.2% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 443,152 | $1.96 億 | 3.1% | −5,511−1.2% | 減碼 | 歷史 |
| BXBlackstone Inc. | COM | 1,562,173 | $1.93 億 | 3.0% | −27,843−1.8% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 1,044,198 | $1.92 億 | 3.0% | −12,561−1.2% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 352,108 | $1.79 億 | 2.8% | +9,843+2.9% | 加碼 | 歷史 |
| AZOAutoZone Inc | COM | 58,337 | $1.73 億 | 2.7% | −218−0.4% | 減碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 302,327 | $1.67 億 | 2.6% | −3,317−1.1% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 473,884 | $1.63 億 | 2.6% | −2,907−0.6% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 825,264 | $1.50 億 | 2.4% | −10,946−1.3% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 663,615 | $1.34 億 | 2.1% | +33,218+5.3% | 加碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 229,928 | $1.28 億 | 2.0% | −1,102−0.5% | 減碼 | 歷史 |
| MSMorgan Stanley | Stock | 1,292,178 | $1.26 億 | 2.0% | −6,387−0.5% | 減碼 | 歷史 |
| CDWCDW Corp | COM | 540,415 | $1.21 億 | 1.9% | −938−0.2% | 減碼 | 歷史 |
| WMBWilliams Companies, Inc. | COM | 2,840,320 | $1.21 億 | 1.9% | −18,134−0.6% | 減碼 | 歷史 |
| BLDRBuilders FirstSource, Inc. | Stock | 871,875 | $1.21 億 | 1.9% | +5,936+0.7% | 加碼 | 歷史 |
| ACNAccenture plc | Stock | 395,676 | $1.20 億 | 1.9% | −2,483−0.6% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 288,078 | $1.17 億 | 1.8% | −3,358−1.2% | 減碼 | 歷史 |
| CBChubb Ltd | Stock | 456,467 | $1.16 億 | 1.8% | +415+0.1% | 加碼 | 歷史 |
| CBRECbre Group, Inc. | CL A | 1,198,105 | $1.07 億 | 1.7% | −2,393−0.2% | 減碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 944,671 | $1.04 億 | 1.6% | +5,201+0.6% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 120,014 | $1.02 億 | 1.6% | −3,629−2.9% | 減碼 | 歷史 |
| CROXCrocs, Inc. | COM | 632,452 | $9,230 萬 | 1.5% | +8,920+1.4% | 加碼 | 歷史 |
| CECelanese Corp | Stock | 681,480 | $9,192 萬 | 1.4% | −7,282−1.1% | 減碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 458,535 | $8,913 萬 | 1.4% | −33,858−6.9% | 減碼 | 歷史 |
| STZConstellation Brands, Inc. | Stock | 344,823 | $8,872 萬 | 1.4% | −440−0.1% | 減碼 | 歷史 |
| BLKBlackRock, Inc. | COM | 112,437 | $8,852 萬 | 1.4% | −934−0.8% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 826,144 | $8,584 萬 | 1.4% | −22,030−2.6% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 328,781 | $8,379 萬 | 1.3% | −3,264−1.0% | 減碼 | 歷史 |
| WisdomTree Tr97717W307 | US LARGECAP DIVD | 1,130,141 | $8,222 萬 | 1.3% | +8,198+0.7% | 加碼 | – |
| EOGEOG Resources Inc | Stock | 608,719 | $7,662 萬 | 1.2% | +16,490+2.8% | 加碼 | 歷史 |
| ANSSAnsys Inc | COM | 217,067 | $6,979 萬 | 1.1% | −3,826−1.7% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 121,525 | $6,614 萬 | 1.0% | −15,051−11.0% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 364,105 | $5,695 萬 | 0.9% | −211−0.1% | 減碼 | 歷史 |
| GNRCGenerac Holdings Inc. | Stock | 392,875 | $5,195 萬 | 0.8% | +3,820+1.0% | 加碼 | 歷史 |
| NKENIKE, Inc. | Stock | 598,896 | $4,514 萬 | 0.7% | −35,675−5.6% | 減碼 | 歷史 |
| POOLPool Corp | COM | 139,945 | $4,301 萬 | 0.7% | +140.0% | 加碼 | 歷史 |
| BWABorgwarner Inc | COM | 1,253,627 | $4,042 萬 | 0.6% | −27,594−2.2% | 減碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 68,058 | $3,724 萬 | 0.6% | −1,735−2.5% | 減碼 | – |
| LLYEli Lilly & Co | Stock | 40,486 | $3,666 萬 | 0.6% | −52−0.1% | 減碼 | 歷史 |
| SHWSherwin Williams Co | COM | 107,740 | $3,215 萬 | 0.5% | −972−0.9% | 減碼 | 歷史 |
| ROPRoper Technologies Inc | Stock | 53,901 | $3,038 萬 | 0.5% | −1,669−3.0% | 減碼 | 歷史 |
| IAUiShares Gold Trust | ETF | 672,743 | $2,955 萬 | 0.5% | −4,375−0.6% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 199,514 | $2,916 萬 | 0.5% | −5,287−2.6% | 減碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 54,741 | $2,738 萬 | 0.4% | −90−0.2% | 減碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 57,999 | $2,114 萬 | 0.3% | −609−1.0% | 減碼 | – |
| PEPPepsiCo Inc | Stock | 118,815 | $1,960 萬 | 0.3% | −1,238−1.0% | 減碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 80,776 | $1,737 萬 | 0.3% | −1,259−1.5% | 減碼 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 203,534 | $1,594 萬 | 0.3% | −5,334−2.6% | 減碼 | – |
| iShares Tr464287622 | RUS 1000 ETF | 52,997 | $1,577 萬 | 0.2% | 00.0% | 不變 | – |
| ABBVAbbVie Inc. | Stock | 89,838 | $1,541 萬 | 0.2% | −372−0.4% | 減碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 61,165 | $1,460 萬 | 0.2% | −272−0.4% | 減碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 57,284 | $1,352 萬 | 0.2% | −4,790−7.7% | 減碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 179,439 | $1,322 萬 | 0.2% | −144−0.1% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 106,133 | $1,314 萬 | 0.2% | −1,124−1.0% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 77,516 | $1,278 萬 | 0.2% | −402−0.5% | 減碼 | 歷史 |
| MCKMcKesson Corp | Stock | 21,368 | $1,248 萬 | 0.2% | −338−1.6% | 減碼 | 歷史 |
| KOCoca Cola Co | Stock | 187,210 | $1,192 萬 | 0.2% | +654+0.4% | 加碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 56,143 | $1,092 萬 | 0.2% | −9,531−14.5% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 227,459 | $1,081 萬 | 0.2% | −11,090−4.6% | 減碼 | 歷史 |
| SYKStryker Corp | Stock | 31,555 | $1,074 萬 | 0.2% | −84−0.3% | 減碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 179,468 | $1,050 萬 | 0.2% | −7,005−3.8% | 減碼 | – |
| NEENextera Energy Inc | Stock | 147,439 | $1,044 萬 | 0.2% | +36,089+32.4% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 90,548 | $1,042 萬 | 0.2% | −53−0.1% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 39,582 | $1,039 萬 | 0.2% | −717−1.8% | 減碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 209,805 | $1,037 萬 | 0.2% | +9,744+4.9% | 加碼 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 42,618 | $964.1 萬 | 0.2% | −147−0.3% | 減碼 | – |
| ORCLOracle Corp | Stock | 66,383 | $937.3 萬 | 0.1% | −1,166−1.7% | 減碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 46,020 | $933.7 萬 | 0.1% | +201+0.4% | 加碼 | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 62,561 | $911.8 萬 | 0.1% | −2,111−3.3% | 減碼 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 55,389 | $909.9 萬 | 0.1% | +4,590+9.0% | 加碼 | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 16,726 | $895.0 萬 | 0.1% | −1,607−8.8% | 減碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 50,734 | $877.4 萬 | 0.1% | +1,948+4.0% | 加碼 | 歷史 |
| ARCCAres Capital Corp | CEF | 412,827 | $860.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TSLATesla, Inc. | Stock | 40,317 | $797.8 萬 | 0.1% | −3,003−6.9% | 減碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 58,278 | $797.5 萬 | 0.1% | −2,328−3.8% | 減碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 35,047 | $772.6 萬 | 0.1% | −546−1.5% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 4,729 | $759.3 萬 | 0.1% | −432−8.4% | 減碼 | 歷史 |
| BRK.ABerkshire Hathaway Inc | CL A | 12 | $734.7 萬 | 0.1% | +1+9.1% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 70,092 | $703.7 萬 | 0.1% | −812−1.1% | 減碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 27,137 | $697.7 萬 | 0.1% | +145+0.5% | 加碼 | 歷史 |
| CHKPCheck Point Software Technologies Ltd | ORD | 39,626 | $653.8 萬 | 0.1% | −148−0.4% | 減碼 | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 27,075 | $641.6 萬 | 0.1% | −464−1.7% | 減碼 | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 219,133 | $635.0 萬 | 0.1% | −1000.0% | 減碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 27,873 | $630.7 萬 | 0.1% | −801−2.8% | 減碼 | 歷史 |
| DHRDanaher Corp | Stock | 25,076 | $626.5 萬 | 0.1% | −238−0.9% | 減碼 | 歷史 |
| AMGNAmgen Inc | Stock | 19,915 | $622.2 萬 | 0.1% | −202−1.0% | 減碼 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 26,833 | $585.1 萬 | 0.1% | −805−2.9% | 減碼 | – |
| WMTWalmart Inc. | Stock | 84,029 | $569.0 萬 | 0.1% | +1,566+1.9% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 197,038 | $551.3 萬 | 0.1% | −9,852−4.8% | 減碼 | 歷史 |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 92,046 | $539.8 萬 | 0.1% | −10,215−10.0% | 減碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 117,701 | $515.1 萬 | 0.1% | +11,389+10.7% | 加碼 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 54,429 | $503.7 萬 | 0.1% | −200−0.4% | 減碼 | – |
| ECLEcolab Inc. | Stock | 21,151 | $503.4 萬 | 0.1% | −102−0.5% | 減碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 10,208 | $489.1 萬 | 0.1% | −35−0.3% | 減碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 18,207 | $487.1 萬 | 0.1% | −335−1.8% | 減碼 | – |
| CHDChurch & Dwight Co Inc | COM | 46,808 | $485.3 萬 | 0.1% | −2,440−5.0% | 減碼 | 歷史 |
| MPLXMPLX LP | COM UNIT REP LTD | 112,781 | $480.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
2024 年第 1 季之後清倉（26 檔）
2024 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 1 季股數 | 2024 年第 1 季市值 | 2024 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| EXEExpand Energy Corp | COM | 10,000 | $88.8 萬 | <0.1% | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 8,842 | $86.6 萬 | <0.1% | – |
| KHCKraft Heinz Co | Stock | 13,438 | $49.6 萬 | <0.1% | 歷史 |
| USARUSA Rare Earth, Inc. | CL A ORD SHS | 33,630 | $35.2 萬 | <0.1% | 歷史 |
| CCKCrown Holdings, Inc. | COM | 4,000 | $31.7 萬 | <0.1% | 歷史 |
| XIFRXPLR Infrastructure, LP | COM UNIT PART IN | 10,000 | $30.1 萬 | <0.1% | 歷史 |
| PLDPrologis, Inc. | REIT | 2,255 | $29.4 萬 | <0.1% | 歷史 |
| BRBroadridge Financial Solutions, Inc. | Stock | 1,432 | $29.3 萬 | <0.1% | 歷史 |
| METMetlife Inc | Stock | 3,574 | $26.5 萬 | <0.1% | 歷史 |
| iShares Tr464288646 | ISHS 1-5YR INVS | 4,950 | $25.4 萬 | <0.1% | – |
| NTCTNetscout Systems Inc | COM | 11,187 | $24.4 萬 | <0.1% | 歷史 |
| ACUAcme United Corp | COM | 5,100 | $24.0 萬 | <0.1% | 歷史 |
| NPWRNet Power Inc. | COM CL A | 20,000 | $22.8 萬 | <0.1% | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 467 | $22.4 萬 | <0.1% | 歷史 |
| FIVEFive Below, Inc | COM | 1,194 | $21.7 萬 | <0.1% | 歷史 |
| BIPBrookfield Infrastructure Partners L.P. | LP INT UNIT | 6,897 | $21.5 萬 | <0.1% | 歷史 |
| SNOWSnowflake Inc. | Stock | 1,326 | $21.4 萬 | <0.1% | 歷史 |
| Colombier Acquisition Corp IG2283U100 | COM SHS CL A | 20,580 | $21.1 萬 | <0.1% | – |
| AVTRAvantor, Inc. | COM | 8,211 | $21.0 萬 | <0.1% | 歷史 |
| DECKDeckers Outdoor Corp | COM | 220 | $20.7 萬 | <0.1% | 歷史 |
| KRKroger Co | Stock | 3,588 | $20.5 萬 | <0.1% | 歷史 |
| WSMWilliams Sonoma Inc | COM | 643 | $20.4 萬 | <0.1% | 歷史 |
| NVRNVR Inc | COM | 25 | $20.2 萬 | <0.1% | 歷史 |
| Invesco Exch Traded FD Tr II46138E537 | NATL AMT MUNI | 8,393 | $20.0 萬 | <0.1% | – |
| CNDAConcord Acquisition Corp II | COM CL A | 13,210 | $13.9 萬 | <0.1% | 歷史 |
| BUJABukit Jalil Global Acquisition 1 Ltd. | ORD SHS | 11,500 | $12.1 萬 | <0.1% | 歷史 |