Evercore Wealth Management, LLC
- SEC CIK
- 0001482689
- 最新申報
- 2026/8/14
2024 年第 4 季持倉
持倉截至 2024/12/31，2025/2/14 申報。只含多頭部位，變化是跟 2024 年第 3 季比股數。
- 持股檔數
- 417
- 較 2024 年第 3 季 0
- 總值
- $66.8 億
- 較 2024 年第 3 季 +$906.5 萬 (+0.1%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| NFLXNetflix Inc | Stock | 4,495 | $400.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AFLAflac Inc | Stock | 39,174 | $405.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AXPAmerican Express Co | Stock | 14,031 | $416.4 萬 | 0.1% | +343+2.5% | 加碼 | 歷史 |
| PGRProgressive Corp | Stock | 17,601 | $421.7 萬 | 0.1% | −227−1.3% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 7,226 | $423.1 萬 | 0.1% | +79+1.1% | 加碼 | 歷史 |
| GLDMWorld Gold Trust | SPDR GLD MINIS | 82,935 | $431.2 萬 | 0.1% | +6,300+8.2% | 加碼 | 歷史 |
| APHAmphenol Corp | CL A | 62,509 | $434.1 萬 | 0.1% | −2,264−3.5% | 減碼 | 歷史 |
| HONHoneywell International Inc | COM | 19,286 | $435.7 萬 | 0.1% | −150−0.8% | 減碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 37,846 | $436.1 萬 | 0.1% | +44+0.1% | 加碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 10,802 | $443.4 萬 | 0.1% | 00.0% | 不變 | – |
| GTLSChart Industries Inc | COM | 23,396 | $446.5 萬 | 0.1% | −7,095−23.3% | 減碼 | 歷史 |
| NETCloudflare, Inc. | CL A COM | 41,500 | $446.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| EMREmerson Electric Co | Stock | 36,466 | $451.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 105,355 | $464.0 萬 | 0.1% | +4,482+4.4% | 加碼 | – |
| CHDChurch & Dwight Co Inc | COM | 44,947 | $470.6 萬 | 0.1% | −835−1.8% | 減碼 | 歷史 |
| RPMRPM International Inc | COM | 38,550 | $474.4 萬 | 0.1% | −4,000−9.4% | 減碼 | 歷史 |
| DISWalt Disney Co | Stock | 43,165 | $480.6 萬 | 0.1% | −1,258−2.8% | 減碼 | 歷史 |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 85,673 | $491.8 萬 | 0.1% | −1,144−1.3% | 減碼 | – |
| ECLEcolab Inc. | Stock | 21,328 | $499.8 萬 | 0.1% | +287+1.4% | 加碼 | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 15,642 | $503.9 萬 | 0.1% | +126+0.8% | 加碼 | – |
| AMGNAmgen Inc | Stock | 19,445 | $506.8 萬 | 0.1% | −478−2.4% | 減碼 | 歷史 |
| JBLJabil Inc | Stock | 36,540 | $525.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 18,244 | $528.7 萬 | 0.1% | +36+0.2% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 10,470 | $535.3 萬 | 0.1% | +335+3.3% | 加碼 | – |
| DHRDanaher Corp | Stock | 24,963 | $573.0 萬 | 0.1% | −65−0.3% | 減碼 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 24,604 | $591.2 萬 | 0.1% | −2,229−8.3% | 減碼 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 58,760 | $596.6 萬 | 0.1% | +5,738+10.8% | 加碼 | – |
| UNPUnion Pacific Corp | Stock | 27,073 | $617.4 萬 | 0.1% | −780−2.8% | 減碼 | 歷史 |
| MPLXMPLX LP | COM UNIT REP LTD | 132,053 | $632.0 萬 | 0.1% | +20,000+17.8% | 加碼 | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 25,297 | $641.4 萬 | 0.1% | −1,753−6.5% | 減碼 | 歷史 |
| NKENIKE, Inc. | Stock | 85,579 | $647.6 萬 | 0.1% | −33,819−28.3% | 減碼 | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 218,193 | $684.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CHKPCheck Point Software Technologies Ltd | ORD | 39,626 | $739.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| WMTWalmart Inc. | Stock | 83,586 | $755.2 萬 | 0.1% | −971−1.1% | 減碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 62,117 | $783.3 萬 | 0.1% | +16,880+37.3% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 69,252 | $801.4 萬 | 0.1% | −181−0.3% | 減碼 | 歷史 |
| BRK.ABerkshire Hathaway Inc | CL A | 12 | $817.1 萬 | 0.1% | −1−7.7% | 減碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 38,332 | $847.0 萬 | 0.1% | +20.0% | 加碼 | – |
| LOWLowes Companies Inc | Stock | 34,547 | $852.6 萬 | 0.1% | −223−0.6% | 減碼 | 歷史 |
| KOCoca Cola Co | Stock | 145,775 | $907.6 萬 | 0.1% | −22,522−13.4% | 減碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 55,887 | $908.9 萬 | 0.1% | −472−0.8% | 減碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 27,270 | $911.7 萬 | 0.1% | +250+0.9% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 87,594 | $942.2 萬 | 0.1% | −1,095−1.2% | 減碼 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 16,633 | $947.4 萬 | 0.1% | +55+0.3% | 加碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 40,806 | $948.8 萬 | 0.1% | −1,267−3.0% | 減碼 | – |
| TXNTexas Instruments Inc | Stock | 52,508 | $984.6 萬 | 0.1% | −1,238−2.3% | 減碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 210,486 | $1,007 萬 | 0.2% | +4,031+2.0% | 加碼 | – |
| AVGOBroadcom Inc. | Stock | 44,197 | $1,025 萬 | 0.2% | −3,623−7.6% | 減碼 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 58,884 | $1,032 萬 | 0.2% | +1,395+2.4% | 加碼 | – |
| MRKMerck & Co., Inc. | Stock | 104,071 | $1,035 萬 | 0.2% | −629−0.6% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 25,680 | $1,037 萬 | 0.2% | −10,187−28.4% | 減碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 170,353 | $1,061 萬 | 0.2% | −6,440−3.6% | 減碼 | – |
| ORCLOracle Corp | Stock | 64,461 | $1,074 萬 | 0.2% | −485−0.7% | 減碼 | 歷史 |
| NEENextera Energy Inc | Stock | 150,523 | $1,079 萬 | 0.2% | +1,488+1.0% | 加碼 | 歷史 |
| MCKMcKesson Corp | Stock | 19,668 | $1,121 萬 | 0.2% | +730+3.9% | 加碼 | 歷史 |
| SYKStryker Corp | Stock | 32,304 | $1,163 萬 | 0.2% | −51−0.2% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 37,699 | $1,191 萬 | 0.2% | −609−1.6% | 減碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 54,783 | $1,204 萬 | 0.2% | +1,740+3.3% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 206,755 | $1,224 萬 | 0.2% | −3,296−1.6% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 76,161 | $1,277 萬 | 0.2% | −520−0.7% | 減碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 175,371 | $1,298 萬 | 0.2% | +170.0% | 加碼 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 184,528 | $1,395 萬 | 0.2% | −6,105−3.2% | 減碼 | – |
| ABBVAbbVie Inc. | Stock | 87,506 | $1,555 萬 | 0.2% | −679−0.8% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 112,483 | $1,710 萬 | 0.3% | −2,543−2.2% | 減碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 60,327 | $1,766 萬 | 0.3% | −608−1.0% | 減碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 79,208 | $1,918 萬 | 0.3% | −410−0.5% | 減碼 | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 144,671 | $1,990 萬 | 0.3% | +83,141+135.1% | 加碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 56,181 | $2,256 萬 | 0.3% | +654+1.2% | 加碼 | – |
| ARCCAres Capital Corp | CEF | 1,033,109 | $2,261 萬 | 0.3% | −1,411−0.1% | 減碼 | 歷史 |
| ROPRoper Technologies Inc | Stock | 49,717 | $2,585 萬 | 0.4% | −3,611−6.8% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 190,344 | $2,753 萬 | 0.4% | −4,754−2.4% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 37,199 | $2,872 萬 | 0.4% | −67−0.2% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 202,193 | $2,929 萬 | 0.4% | −145,828−41.9% | 減碼 | 歷史 |
| WisdomTree Tr97717W851 | JAPN HEDGE EQT | 271,973 | $3,000 萬 | 0.4% | +80,390+42.0% | 加碼 | – |
| CECelanese Corp | Stock | 454,493 | $3,146 萬 | 0.5% | −220,209−32.6% | 減碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 58,502 | $3,152 萬 | 0.5% | +2,424+4.3% | 加碼 | – |
| IAUiShares Gold Trust | ETF | 648,598 | $3,211 萬 | 0.5% | −4,762−0.7% | 減碼 | 歷史 |
| SHWSherwin Williams Co | COM | 106,061 | $3,605 萬 | 0.5% | +183+0.2% | 加碼 | 歷史 |
| BWABorgwarner Inc | COM | 1,183,548 | $3,762 萬 | 0.6% | −34,951−2.9% | 減碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 68,251 | $4,018 萬 | 0.6% | −365−0.5% | 減碼 | – |
| VIKViking Holdings Ltd | ORD SHS | 1,221,832 | $5,383 萬 | 0.8% | +1,221,832 | 新進 | 歷史 |
| FISVFiserv Inc | Stock | 267,653 | $5,498 萬 | 0.8% | +267,653 | 新進 | 歷史 |
| GNRCGenerac Holdings Inc. | Stock | 430,068 | $6,668 萬 | 1.0% | +17,711+4.3% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 120,911 | $7,086 萬 | 1.1% | +699+0.6% | 加碼 | 歷史 |
| EOGEOG Resources Inc | Stock | 622,024 | $7,625 萬 | 1.1% | +4,570+0.7% | 加碼 | 歷史 |
| ANSSAnsys Inc | COM | 228,612 | $7,712 萬 | 1.2% | +678+0.3% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 270,267 | $7,835 萬 | 1.2% | −44,900−14.2% | 減碼 | 歷史 |
| STZConstellation Brands, Inc. | Stock | 355,578 | $7,858 萬 | 1.2% | −3,939−1.1% | 減碼 | 歷史 |
| CROXCrocs, Inc. | COM | 739,109 | $8,095 萬 | 1.2% | +60,730+9.0% | 加碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 453,370 | $8,315 萬 | 1.2% | +4,600+1.0% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 777,664 | $8,796 萬 | 1.3% | −7,565−1.0% | 減碼 | 歷史 |
| WisdomTree Tr97717W307 | US LARGECAP DIVD | 1,134,076 | $8,822 萬 | 1.3% | +3,545+0.3% | 加碼 | – |
| CDWCDW Corp | COM | 524,066 | $9,121 萬 | 1.4% | −12,051−2.2% | 減碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 232,786 | $1.04 億 | 1.6% | −844−0.4% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 114,472 | $1.05 億 | 1.6% | −1,327−1.1% | 減碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 877,000 | $1.06 億 | 1.6% | +1,191+0.1% | 加碼 | 歷史 |
| BLKBlackRock, Inc. | Stock | 115,662 | $1.19 億 | 1.8% | −413−0.4% | 減碼 | 歷史 |
| BLDRBuilders FirstSource, Inc. | Stock | 845,326 | $1.21 億 | 1.8% | +8,341+1.0% | 加碼 | 歷史 |
| CBChubb Ltd | Stock | 453,852 | $1.25 億 | 1.9% | +2,921+0.6% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 279,442 | $1.27 億 | 1.9% | −3,874−1.4% | 減碼 | 歷史 |
2024 年第 3 季之後清倉（24 檔）
2024 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 3 季股數 | 2024 年第 3 季市值 | 2024 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| CVSCVS Health Corp | Stock | 30,246 | $190.2 萬 | <0.1% | 歷史 |
| CRLCharles River Laboratories International, Inc. | COM | 5,000 | $98.5 萬 | <0.1% | 歷史 |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 6,116 | $38.0 萬 | <0.1% | – |
| TFXTeleflex Inc | COM | 1,370 | $33.9 萬 | <0.1% | 歷史 |
| Janus Detroit STR Tr47103U845 | HENDRSON AAA CL | 6,000 | $30.5 萬 | <0.1% | – |
| HSYHershey Co | COM | 1,513 | $29.0 萬 | <0.1% | 歷史 |
| TTDTrade Desk, Inc. | Stock | 2,489 | $27.3 萬 | <0.1% | 歷史 |
| CMGChipotle Mexican Grill Inc | COM | 4,209 | $24.3 萬 | <0.1% | 歷史 |
| ALTMArcadium Lithium plc | Stock | 84,075 | $24.0 萬 | <0.1% | 歷史 |
| HALOHalozyme Therapeutics, Inc. | COM | 4,143 | $23.7 萬 | <0.1% | 歷史 |
| SRESempra | Stock | 2,816 | $23.6 萬 | <0.1% | 歷史 |
| VLTOVeralto Corp | Stock | 2,036 | $22.8 萬 | <0.1% | 歷史 |
| CPCanadian Pacific Kansas City Ltd | COM | 2,651 | $22.7 萬 | <0.1% | 歷史 |
| GPCGenuine Parts Co | Stock | 1,615 | $22.6 萬 | <0.1% | 歷史 |
| Vanguard Health Care ETF92204A504 | ETF | 788 | $22.2 萬 | <0.1% | – |
| CNICanadian National Railway Co | Stock | 1,883 | $22.1 萬 | <0.1% | 歷史 |
| CTASCintas Corp | Stock | 1,048 | $21.6 萬 | <0.1% | 歷史 |
| ACUAcme United Corp | COM | 5,100 | $21.2 萬 | <0.1% | 歷史 |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 2,598 | $21.0 萬 | <0.1% | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 2,045 | $20.7 萬 | <0.1% | – |
| RCIRogers Communications Inc | CL B | 5,150 | $20.7 萬 | <0.1% | 歷史 |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 4,622 | $20.6 萬 | <0.1% | – |
| Invesco Exch Traded FD Tr II46138E537 | NATL AMT MUNI | 8,393 | $20.3 萬 | <0.1% | – |
| NUENucor Corp | COM | 1,336 | $20.1 萬 | <0.1% | 歷史 |