Evercore Wealth Management, LLC
- SEC CIK
- 0001482689
- 最新申報
- 2026/8/14
2025 年第 1 季持倉
持倉截至 2025/3/31，2025/5/15 申報。只含多頭部位，變化是跟 2024 年第 4 季比股數。
- 持股檔數
- 411
- 較 2024 年第 4 季 −6
- 總值
- $62.1 億
- 較 2024 年第 4 季 −$4.67 億 (−7.0%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 1,702,132 | $3.78 億 | 6.1% | −47,218−2.7% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 860,807 | $3.23 億 | 5.2% | −10,153−1.2% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 2,469,113 | $2.68 億 | 4.3% | +106,557+4.5% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 421,088 | $2.31 億 | 3.7% | −15,807−3.6% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 1,191,053 | $2.27 億 | 3.6% | −29,537−2.4% | 減碼 | 歷史 |
| AZOAutoZone Inc | COM | 54,538 | $2.08 億 | 3.3% | −2,974−5.2% | 減碼 | 歷史 |
| BXBlackstone Inc. | COM | 1,358,171 | $1.90 億 | 3.1% | −41,273−2.9% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 332,723 | $1.74 億 | 2.8% | −11,927−3.5% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 460,394 | $1.69 億 | 2.7% | −7,399−1.6% | 減碼 | 歷史 |
| WMBWilliams Companies, Inc. | COM | 2,690,985 | $1.61 億 | 2.6% | −71,224−2.6% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 999,388 | $1.56 億 | 2.5% | −24,483−2.4% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 636,215 | $1.56 億 | 2.5% | −14,658−2.3% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 274,679 | $1.46 億 | 2.4% | −4,763−1.7% | 減碼 | 歷史 |
| MSMorgan Stanley | Stock | 1,241,998 | $1.45 億 | 2.3% | −32,424−2.5% | 減碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 289,694 | $1.44 億 | 2.3% | −8,389−2.8% | 減碼 | 歷史 |
| CBRECbre Group, Inc. | CL A | 1,056,221 | $1.38 億 | 2.2% | −46,988−4.3% | 減碼 | 歷史 |
| CBChubb Ltd | Stock | 443,665 | $1.34 億 | 2.2% | −10,187−2.2% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 806,848 | $1.25 億 | 2.0% | −12,853−1.6% | 減碼 | 歷史 |
| ACNAccenture plc | Stock | 374,566 | $1.17 億 | 1.9% | −8,533−2.2% | 減碼 | 歷史 |
| BLDRBuilders FirstSource, Inc. | Stock | 881,000 | $1.10 億 | 1.8% | +35,674+4.2% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 113,206 | $1.07 億 | 1.7% | −1,266−1.1% | 減碼 | 歷史 |
| BLKBlackRock, Inc. | Stock | 112,475 | $1.06 億 | 1.7% | −3,187−2.8% | 減碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 857,893 | $1.04 億 | 1.7% | −19,107−2.2% | 減碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 437,197 | $9,513 萬 | 1.5% | −16,173−3.6% | 減碼 | 歷史 |
| WisdomTree Tr97717W307 | US LARGECAP DIVD | 1,091,046 | $8,660 萬 | 1.4% | −43,030−3.8% | 減碼 | – |
| CROXCrocs, Inc. | COM | 795,880 | $8,452 萬 | 1.4% | +56,771+7.7% | 加碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 215,113 | $8,250 萬 | 1.3% | −17,673−7.6% | 減碼 | 歷史 |
| CDWCDW Corp | COM | 509,811 | $8,170 萬 | 1.3% | −14,255−2.7% | 減碼 | 歷史 |
| EOGEOG Resources Inc | Stock | 618,209 | $7,928 萬 | 1.3% | −3,815−0.6% | 減碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 992,794 | $7,233 萬 | 1.2% | +988,633+23,759.5% | 加碼 | 歷史 |
| ANSSAnsys Inc | COM | 221,046 | $6,997 萬 | 1.1% | −7,566−3.3% | 減碼 | 歷史 |
| PGRProgressive Corp | Stock | 234,529 | $6,637 萬 | 1.1% | +216,928+1,232.5% | 加碼 | 歷史 |
| FISVFiserv Inc | Stock | 294,825 | $6,511 萬 | 1.0% | +27,172+10.2% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 115,423 | $6,457 萬 | 1.0% | −5,488−4.5% | 減碼 | 歷史 |
| VIKViking Holdings Ltd | ORD SHS | 1,583,420 | $6,294 萬 | 1.0% | +361,588+29.6% | 加碼 | 歷史 |
| GNRCGenerac Holdings Inc. | Stock | 423,582 | $5,365 萬 | 0.9% | −6,486−1.5% | 減碼 | 歷史 |
| STZConstellation Brands, Inc. | Stock | 241,940 | $4,440 萬 | 0.7% | −113,638−32.0% | 減碼 | 歷史 |
| FIXComfort Systems USA Inc | COM | 126,533 | $4,079 萬 | 0.7% | +126,533 | 新進 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 67,064 | $3,768 萬 | 0.6% | −1,187−1.7% | 減碼 | – |
| IAUiShares Gold Trust | ETF | 631,220 | $3,722 萬 | 0.6% | −17,378−2.7% | 減碼 | 歷史 |
| SHWSherwin Williams Co | COM | 103,707 | $3,621 萬 | 0.6% | −2,354−2.2% | 減碼 | 歷史 |
| WisdomTree Tr97717W851 | JAPN HEDGE EQT | 288,710 | $3,181 萬 | 0.5% | +16,737+6.2% | 加碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 61,331 | $3,152 萬 | 0.5% | +2,829+4.8% | 加碼 | – |
| LLYEli Lilly & Co | Stock | 36,546 | $3,018 萬 | 0.5% | −653−1.8% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 172,259 | $2,882 萬 | 0.5% | −29,934−14.8% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 172,884 | $2,867 萬 | 0.5% | −17,460−9.2% | 減碼 | 歷史 |
| ROPRoper Technologies Inc | Stock | 44,971 | $2,651 萬 | 0.4% | −4,746−9.5% | 減碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 76,663 | $2,209 萬 | 0.4% | −2,545−3.2% | 減碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 57,347 | $2,071 萬 | 0.3% | +1,166+2.1% | 加碼 | – |
| ABTAbbott Laboratories | Stock | 147,339 | $1,954 萬 | 0.3% | −630,325−81.1% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 86,827 | $1,819 萬 | 0.3% | −679−0.8% | 減碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 59,175 | $1,808 萬 | 0.3% | −1,152−1.9% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 101,590 | $1,523 萬 | 0.2% | −10,893−9.7% | 減碼 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 178,823 | $1,462 萬 | 0.2% | −5,705−3.1% | 減碼 | – |
| MCDMcDonalds Corp | Stock | 46,398 | $1,449 萬 | 0.2% | −223,869−82.8% | 減碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 174,460 | $1,366 萬 | 0.2% | −911−0.5% | 減碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 52,203 | $1,298 萬 | 0.2% | −2,580−4.7% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 36,798 | $1,290 萬 | 0.2% | −901−2.4% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 74,006 | $1,261 萬 | 0.2% | −2,155−2.8% | 減碼 | 歷史 |
| SYKStryker Corp | Stock | 32,352 | $1,204 萬 | 0.2% | +48+0.1% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 189,670 | $1,170 萬 | 0.2% | −17,085−8.3% | 減碼 | 歷史 |
| MCKMcKesson Corp | Stock | 16,466 | $1,108 萬 | 0.2% | −3,202−16.3% | 減碼 | 歷史 |
| ARCCAres Capital Corp | CEF | 487,487 | $1,080 萬 | 0.2% | −545,622−52.8% | 減碼 | 歷史 |
| NEENextera Energy Inc | Stock | 147,252 | $1,044 萬 | 0.2% | −3,271−2.2% | 減碼 | 歷史 |
| KOCoca Cola Co | Stock | 144,798 | $1,037 萬 | 0.2% | −977−0.7% | 減碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 203,977 | $1,037 萬 | 0.2% | −6,509−3.1% | 減碼 | – |
| XOMExxonMobil Holdings Corp | COM | 85,314 | $1,015 萬 | 0.2% | −2,280−2.6% | 減碼 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 57,469 | $995.5 萬 | 0.2% | −1,415−2.4% | 減碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 158,854 | $926.9 萬 | 0.1% | −11,499−6.8% | 減碼 | – |
| MRKMerck & Co., Inc. | Stock | 101,023 | $906.8 萬 | 0.1% | −3,048−2.9% | 減碼 | 歷史 |
| RTXRTX Corp | Stock | 67,877 | $899.1 萬 | 0.1% | −1,375−2.0% | 減碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 49,564 | $890.7 萬 | 0.1% | −2,944−5.6% | 減碼 | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 60,947 | $889.9 萬 | 0.1% | −83,724−57.9% | 減碼 | – |
| BRK.ABerkshire Hathaway Inc | CL A | 11 | $878.3 萬 | 0.1% | −1−8.3% | 減碼 | 歷史 |
| ORCLOracle Corp | Stock | 62,774 | $877.6 萬 | 0.1% | −1,687−2.6% | 減碼 | 歷史 |
| CHKPCheck Point Software Technologies Ltd | ORD | 37,626 | $857.6 萬 | 0.1% | −2,000−5.0% | 減碼 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 15,839 | $845.0 萬 | 0.1% | −794−4.8% | 減碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 39,269 | $810.8 萬 | 0.1% | −1,537−3.8% | 減碼 | – |
| AMATApplied Materials Inc | Stock | 55,769 | $809.3 萬 | 0.1% | −118−0.2% | 減碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 34,475 | $804.1 萬 | 0.1% | −72−0.2% | 減碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 37,587 | $749.8 萬 | 0.1% | −745−1.9% | 減碼 | – |
| EPDEnterprise Products Partners L.P. | Stock | 217,193 | $741.5 萬 | 0.1% | −1,000−0.5% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 44,024 | $737.1 萬 | 0.1% | −173−0.4% | 減碼 | 歷史 |
| MPLXMPLX LP | COM UNIT REP LTD | 132,053 | $706.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| WMTWalmart Inc. | Stock | 80,387 | $705.7 萬 | 0.1% | −3,199−3.8% | 減碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 26,057 | $699.3 萬 | 0.1% | −1,213−4.4% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 26,514 | $687.1 萬 | 0.1% | +834+3.2% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 18,738 | $583.8 萬 | 0.1% | −707−3.6% | 減碼 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 24,591 | $545.3 萬 | 0.1% | −13−0.1% | 減碼 | – |
| ITWIllinois Tool Works Inc | Stock | 21,931 | $543.9 萬 | 0.1% | −3,366−13.3% | 減碼 | 歷史 |
| ECLEcolab Inc. | Stock | 21,224 | $538.1 萬 | 0.1% | −104−0.5% | 減碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 11,037 | $517.5 萬 | 0.1% | +567+5.4% | 加碼 | – |
| UNPUnion Pacific Corp | Stock | 21,875 | $516.8 萬 | 0.1% | −5,198−19.2% | 減碼 | 歷史 |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 84,420 | $512.1 萬 | 0.1% | −1,253−1.5% | 減碼 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 55,010 | $510.7 萬 | 0.1% | −3,750−6.4% | 減碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 18,244 | $501.4 萬 | 0.1% | 00.0% | 不變 | – |
| JBLJabil Inc | Stock | 36,540 | $497.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| DHRDanaher Corp | Stock | 24,250 | $497.1 萬 | 0.1% | −713−2.9% | 減碼 | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 15,582 | $478.0 萬 | 0.1% | −60−0.4% | 減碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 100,257 | $453.8 萬 | 0.1% | −5,098−4.8% | 減碼 | – |
選擇權（5 檔）
同一份申報裡的賣權（put）與買權（call）。金額是標的股票的市值，也就是 13F 申報的數字。
2024 年第 4 季之後清倉（22 檔）
2024 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 4 季股數 | 2024 年第 4 季市值 | 2024 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| WisdomTree Tr97717W109 | US TOTAL DIVIDND | 15,781 | $119.7 萬 | <0.1% | – |
| AMRAlpha Metallurgical Resources, Inc. | COM | 2,500 | $50.0 萬 | <0.1% | 歷史 |
| VanEck Semiconductor ETF92189F676 | ETF | 1,600 | $38.7 萬 | <0.1% | – |
| SOFISoFi Technologies, Inc. | Stock | 25,000 | $38.5 萬 | <0.1% | 歷史 |
| FDXFedEx Corp | Stock | 1,362 | $38.3 萬 | <0.1% | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 3,918 | $36.1 萬 | <0.1% | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 1,015 | $34.7 萬 | <0.1% | 歷史 |
| Vanguard Scottsdale FDS92206C664 | VNG RUS2000IDX | 3,122 | $27.9 萬 | <0.1% | – |
| PINSPinterest, Inc. | CL A | 9,050 | $26.2 萬 | <0.1% | 歷史 |
| AMTMAmentum Holdings, Inc. | COM | 12,399 | $26.1 萬 | <0.1% | 歷史 |
| RKLBRocket Lab Corp | COM | 9,495 | $24.2 萬 | <0.1% | 歷史 |
| WSMWilliams Sonoma Inc | COM | 1,256 | $23.3 萬 | <0.1% | 歷史 |
| SWSmurfit Westrock plc | Stock | 4,195 | $22.6 萬 | <0.1% | 歷史 |
| PWRQuanta Services, Inc. | COM | 689 | $21.8 萬 | <0.1% | 歷史 |
| SNOWSnowflake Inc. | Stock | 1,326 | $20.5 萬 | <0.1% | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 436 | $20.5 萬 | <0.1% | 歷史 |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 7,335 | $20.3 萬 | <0.1% | – |
| WisdomTree Tr97717W422 | INDIA ERNGS FD | 4,475 | $20.3 萬 | <0.1% | – |
| EWEdwards Lifesciences Corp | Stock | 2,705 | $20.0 萬 | <0.1% | 歷史 |
| GSATGlobalstar, Inc. | COM | 40,000 | $8.28 萬 | <0.1% | 歷史 |
| BLNDBlend Labs, Inc. | CL A | 11,190 | $4.71 萬 | <0.1% | 歷史 |
| CAPNRCayson Acquisition Corp | RIGHT 99/99/9999 | 13,000 | $1,560 | <0.1% | 歷史 |