Evercore Wealth Management, LLC
- SEC CIK
- 0001482689
- 最新申報
- 2026/8/14
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/8/14 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 406
- 較 2025 年第 1 季 −5
- 總值
- $64.3 億
- 較 2025 年第 1 季 +$2.22 億 (+3.6%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 836,043 | $4.16 億 | 6.5% | −24,764−2.9% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 2,413,188 | $3.81 億 | 5.9% | −55,925−2.3% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 1,645,530 | $3.38 億 | 5.2% | −56,602−3.3% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 1,163,536 | $2.55 億 | 4.0% | −27,517−2.3% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 412,418 | $2.32 億 | 3.6% | −8,670−2.1% | 減碼 | 歷史 |
| BXBlackstone Inc. | COM | 1,358,268 | $2.03 億 | 3.2% | +970.0% | 加碼 | 歷史 |
| AZOAutoZone Inc | COM | 52,902 | $1.96 億 | 3.1% | −1,636−3.0% | 減碼 | 歷史 |
| MSMorgan Stanley | Stock | 1,261,942 | $1.78 億 | 2.8% | +19,944+1.6% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 983,616 | $1.74 億 | 2.7% | −15,772−1.6% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 600,108 | $1.74 億 | 2.7% | −36,107−5.7% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 450,742 | $1.65 億 | 2.6% | −9,652−2.1% | 減碼 | 歷史 |
| WMBWilliams Companies, Inc. | COM | 2,533,229 | $1.59 億 | 2.5% | −157,756−5.9% | 減碼 | 歷史 |
| CBRECbre Group, Inc. | CL A | 1,038,503 | $1.46 億 | 2.3% | −17,718−1.7% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 781,694 | $1.38 億 | 2.1% | −25,154−3.1% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 271,667 | $1.32 億 | 2.1% | −3,012−1.1% | 減碼 | 歷史 |
| CBChubb Ltd | Stock | 435,449 | $1.26 億 | 2.0% | −8,216−1.9% | 減碼 | 歷史 |
| BLKBlackRock, Inc. | Stock | 110,130 | $1.16 億 | 1.8% | −2,345−2.1% | 減碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 284,202 | $1.15 億 | 1.8% | −5,492−1.9% | 減碼 | 歷史 |
| ACNAccenture plc | Stock | 363,546 | $1.09 億 | 1.7% | −11,020−2.9% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 103,881 | $1.03 億 | 1.6% | −9,325−8.2% | 減碼 | 歷史 |
| BLDRBuilders FirstSource, Inc. | Stock | 873,956 | $1.02 億 | 1.6% | −7,044−0.8% | 減碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 1,074,811 | $1.00 億 | 1.6% | +82,017+8.3% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 309,817 | $9,665 萬 | 1.5% | −22,906−6.9% | 減碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 405,552 | $8,964 萬 | 1.4% | −31,645−7.2% | 減碼 | 歷史 |
| CDWCDW Corp | COM | 501,474 | $8,956 萬 | 1.4% | −8,337−1.6% | 減碼 | 歷史 |
| VIKViking Holdings Ltd | ORD SHS | 1,678,470 | $8,945 萬 | 1.4% | +95,050+6.0% | 加碼 | 歷史 |
| WisdomTree Tr97717W307 | US LARGECAP DIVD | 1,072,367 | $8,808 萬 | 1.4% | −18,679−1.7% | 減碼 | – |
| FIXComfort Systems USA Inc | COM | 158,670 | $8,508 萬 | 1.3% | +32,137+25.4% | 加碼 | 歷史 |
| CROXCrocs, Inc. | COM | 794,224 | $8,044 萬 | 1.3% | −1,656−0.2% | 減碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 205,097 | $7,935 萬 | 1.2% | −10,016−4.7% | 減碼 | 歷史 |
| EOGEOG Resources Inc | Stock | 639,255 | $7,646 萬 | 1.2% | +21,046+3.4% | 加碼 | 歷史 |
| ANSSAnsys Inc | COM | 215,284 | $7,561 萬 | 1.2% | −5,762−2.6% | 減碼 | 歷史 |
| PGRProgressive Corp | Stock | 269,108 | $7,181 萬 | 1.1% | +34,579+14.7% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 115,526 | $7,138 萬 | 1.1% | +103+0.1% | 加碼 | 歷史 |
| GNRCGenerac Holdings Inc. | Stock | 432,145 | $6,189 萬 | 1.0% | +8,563+2.0% | 加碼 | 歷史 |
| FISVFiserv Inc | Stock | 329,341 | $5,678 萬 | 0.9% | +34,516+11.7% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 354,882 | $4,382 萬 | 0.7% | −503,011−58.6% | 減碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 66,429 | $4,125 萬 | 0.6% | −635−0.9% | 減碼 | – |
| IAUiShares Gold Trust | ETF | 635,955 | $3,966 萬 | 0.6% | +4,735+0.8% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 68,311 | $3,880 萬 | 0.6% | +6,980+11.4% | 加碼 | – |
| ARCCAres Capital Corp | CEF | 1,666,373 | $3,659 萬 | 0.6% | +1,178,886+241.8% | 加碼 | 歷史 |
| SHWSherwin Williams Co | COM | 101,837 | $3,497 萬 | 0.5% | −1,870−1.8% | 減碼 | 歷史 |
| WisdomTree Tr97717W851 | JAPN HEDGE EQT | 298,913 | $3,416 萬 | 0.5% | +10,203+3.5% | 加碼 | – |
| LLYEli Lilly & Co | Stock | 35,947 | $2,802 萬 | 0.4% | −599−1.6% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 165,977 | $2,535 萬 | 0.4% | −6,907−4.0% | 減碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 58,225 | $2,472 萬 | 0.4% | +878+1.5% | 加碼 | – |
| ROPRoper Technologies Inc | Stock | 42,000 | $2,381 萬 | 0.4% | −2,971−6.6% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 164,254 | $2,352 萬 | 0.4% | −8,005−4.6% | 減碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 75,873 | $2,313 萬 | 0.4% | −790−1.0% | 減碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 59,410 | $1,751 萬 | 0.3% | +7,207+13.8% | 加碼 | 歷史 |
| Janus Detroit STR Tr47103U845 | HENDRSON AAA CL | 341,851 | $1,735 萬 | 0.3% | +341,851 | 新進 | – |
| ADPAutomatic Data Processing Inc | Stock | 55,960 | $1,726 萬 | 0.3% | −3,215−5.4% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 122,699 | $1,669 萬 | 0.3% | −24,640−16.7% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 86,106 | $1,598 萬 | 0.2% | −721−0.8% | 減碼 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 177,847 | $1,590 萬 | 0.2% | −976−0.5% | 減碼 | – |
| SCHWSchwab Charles Corp | Stock | 173,403 | $1,582 萬 | 0.2% | −1,057−0.6% | 減碼 | 歷史 |
| ORCLOracle Corp | Stock | 61,712 | $1,349 萬 | 0.2% | −1,062−1.7% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 100,810 | $1,331 萬 | 0.2% | −780−0.8% | 減碼 | 歷史 |
| SYKStryker Corp | Stock | 32,201 | $1,274 萬 | 0.2% | −151−0.5% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 35,516 | $1,261 萬 | 0.2% | −1,282−3.5% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 42,608 | $1,245 萬 | 0.2% | −3,790−8.2% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 175,887 | $1,220 萬 | 0.2% | −13,783−7.3% | 減碼 | 歷史 |
| MCKMcKesson Corp | Stock | 16,122 | $1,181 萬 | 0.2% | −344−2.1% | 減碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 206,527 | $1,177 萬 | 0.2% | +2,550+1.3% | 加碼 | – |
| PGProcter & Gamble Co | Stock | 71,999 | $1,147 萬 | 0.2% | −2,007−2.7% | 減碼 | 歷史 |
| NEENextera Energy Inc | Stock | 163,661 | $1,136 萬 | 0.2% | +16,409+11.1% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 59,317 | $1,078 萬 | 0.2% | +1,848+3.2% | 加碼 | – |
| KOCoca Cola Co | Stock | 143,676 | $1,017 萬 | 0.2% | −1,122−0.8% | 減碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 48,169 | $1,000 萬 | 0.2% | −1,395−2.8% | 減碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 39,222 | $993.2 萬 | 0.2% | −47−0.1% | 減碼 | – |
| RTXRTX Corp | Stock | 67,642 | $987.7 萬 | 0.2% | −235−0.3% | 減碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 158,814 | $985.0 萬 | 0.2% | −400.0% | 減碼 | – |
| TSLATesla, Inc. | Stock | 29,945 | $951.2 萬 | 0.1% | +3,431+12.9% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 33,238 | $916.2 萬 | 0.1% | −10,786−24.5% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 84,629 | $912.3 萬 | 0.1% | −685−0.8% | 減碼 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 15,834 | $897.0 萬 | 0.1% | −50.0% | 減碼 | 歷史 |
| CHKPCheck Point Software Technologies Ltd | ORD | 36,273 | $802.5 萬 | 0.1% | −1,353−3.6% | 減碼 | 歷史 |
| BRK.ABerkshire Hathaway Inc | CL A | 11 | $801.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 59,447 | $801.3 萬 | 0.1% | −1,500−2.5% | 減碼 | – |
| JBLJabil Inc | Stock | 36,540 | $796.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 36,449 | $786.5 萬 | 0.1% | −1,138−3.0% | 減碼 | – |
| WMTWalmart Inc. | Stock | 80,397 | $786.1 萬 | 0.1% | +100.0% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 95,958 | $759.6 萬 | 0.1% | −5,065−5.0% | 減碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 32,995 | $732.1 萬 | 0.1% | −1,480−4.3% | 減碼 | 歷史 |
| GLDMWorld Gold Trust | SPDR GLD MINIS | 108,435 | $710.5 萬 | 0.1% | +47,225+77.2% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 25,982 | $708.5 萬 | 0.1% | −75−0.3% | 減碼 | 歷史 |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 104,017 | $699.2 萬 | 0.1% | +19,597+23.2% | 加碼 | – |
| MPLXMPLX LP | COM UNIT REP LTD | 132,053 | $680.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 216,493 | $671.3 萬 | 0.1% | −700−0.3% | 減碼 | 歷史 |
| APHAmphenol Corp | CL A | 61,745 | $609.7 萬 | 0.1% | −235−0.4% | 減碼 | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 55,010 | $605.7 萬 | 0.1% | 00.0% | 不變 | – |
| NFLXNetflix Inc | Stock | 4,407 | $590.2 萬 | 0.1% | −75−1.7% | 減碼 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 24,541 | $581.6 萬 | 0.1% | −50−0.2% | 減碼 | – |
| ECLEcolab Inc. | Stock | 21,179 | $570.6 萬 | 0.1% | −45−0.2% | 減碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 10,237 | $564.7 萬 | 0.1% | −800−7.2% | 減碼 | – |
| NETCloudflare, Inc. | CL A COM | 28,330 | $554.8 萬 | 0.1% | −5,170−15.4% | 減碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 18,244 | $554.5 萬 | 0.1% | 00.0% | 不變 | – |
| ITWIllinois Tool Works Inc | Stock | 21,631 | $534.8 萬 | 0.1% | −300−1.4% | 減碼 | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 15,552 | $528.1 萬 | 0.1% | −30−0.2% | 減碼 | – |
| AMGNAmgen Inc | Stock | 18,535 | $517.5 萬 | 0.1% | −203−1.1% | 減碼 | 歷史 |
2025 年第 1 季之後清倉（22 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 1 季股數 | 2025 年第 1 季市值 | 2025 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| TDGTransDigm Group INC | COM | 906 | $125.3 萬 | <0.1% | 歷史 |
| EXEExpand Energy Corp | COM | 5,035 | $56.0 萬 | <0.1% | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 16,709 | $46.7 萬 | <0.1% | – |
| Schwab Fundamental U.S. Small Company ETF808524763 | ETF | 15,565 | $42.6 萬 | <0.1% | – |
| GLNGGolar LNG Ltd | SHS | 10,000 | $38.0 萬 | <0.1% | 歷史 |
| Kodiak AI, Inc.G33033104 | SHS CLASS A | 30,543 | $34.1 萬 | <0.1% | – |
| ACGLArch Capital Group Ltd. | Stock | 3,450 | $33.2 萬 | <0.1% | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 2,267 | $30.8 萬 | <0.1% | – |
| AESAES Corp | Stock | 24,394 | $30.3 萬 | <0.1% | 歷史 |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 13,031 | $30.0 萬 | <0.1% | – |
| HEHawaiian Electric Industries Inc | COM | 25,000 | $27.4 萬 | <0.1% | 歷史 |
| iShares Tr46434V613 | CORE UNIVRSL USD | 5,811 | $26.8 萬 | <0.1% | – |
| JOBYJoby Aviation, Inc. | COMMON STOCK | 40,486 | $24.4 萬 | <0.1% | 歷史 |
| DOWDow Inc. | Stock | 6,820 | $23.8 萬 | <0.1% | 歷史 |
| SOLVSolventum Corp | Stock | 2,897 | $22.0 萬 | <0.1% | 歷史 |
| DDominion Energy, Inc | Stock | 3,762 | $21.1 萬 | <0.1% | 歷史 |
| Vanguard Health Care ETF92204A504 | ETF | 788 | $20.9 萬 | <0.1% | – |
| WEXWEX Inc. | COM | 1,286 | $20.2 萬 | <0.1% | 歷史 |
| ALFCenturion Acquisition Corp. | SHS CL A | 15,400 | $15.8 萬 | <0.1% | 歷史 |
| Agriculture & Nat Sol Acq CoG0131Y100 | SHS CL A | 12,689 | $13.5 萬 | <0.1% | – |
| CAPNCayson Acquisition Corp | SHS | 13,000 | $13.3 萬 | <0.1% | 歷史 |
| Willow Lane Acquisition Corp.G9675P102 | ORD SHS CL A | 12,800 | $12.8 萬 | <0.1% | – |