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 |
|---|---|---|---|---|---|---|---|
| NOCNorthrop Grumman Corp | Stock | 802 | $40.1 萬 | <0.1% | +802 | 新進 | 歷史 |
| CMICummins Inc | Stock | 1,234 | $40.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MKLMarkel Group Inc. | COM | 203 | $40.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| COFCapital One Financial Corp | Stock | 1,911 | $40.7 萬 | <0.1% | −5,652−74.7% | 減碼 | 歷史 |
| GISGeneral Mills Inc | Stock | 7,901 | $40.9 萬 | <0.1% | +376+5.0% | 加碼 | 歷史 |
| ACHRArcher Aviation Inc. | Stock | 38,750 | $42.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| APOApollo Global Management, Inc. | COM | 2,981 | $42.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 1,539 | $43.4 萬 | <0.1% | −120−7.2% | 減碼 | 歷史 |
| SHOPShopify Inc. | Stock | 3,790 | $43.7 萬 | <0.1% | −350−8.5% | 減碼 | 歷史 |
| iShares Russell 2000 Growth ETF464287648 | ETF | 1,560 | $44.6 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 4,297 | $44.9 萬 | <0.1% | 00.0% | 不變 | – |
| RSGRepublic Services, Inc. | COM | 1,846 | $45.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BBYBest Buy Co Inc | Stock | 6,875 | $46.2 萬 | <0.1% | +1,550+29.1% | 加碼 | 歷史 |
| MUMicron Technology Inc | Stock | 3,751 | $46.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| EVREvercore Inc. | CLASS A | 1,720 | $46.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TELTE Connectivity plc | Stock | 2,775 | $46.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| IFFInternational Flavors & Fragrances Inc | COM | 6,390 | $47.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ANAutonation, Inc. | COM | 2,368 | $47.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CSXCSX Corp | Stock | 14,540 | $47.4 萬 | <0.1% | −693−4.5% | 減碼 | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 2,865 | $47.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 5,344 | $47.6 萬 | <0.1% | −2,200−29.2% | 減碼 | – |
| EIXEdison International | Stock | 9,241 | $47.7 萬 | <0.1% | +9,241 | 新進 | 歷史 |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 3,499 | $48.5 萬 | <0.1% | 00.0% | 不變 | – |
| WABWestinghouse Air Brake Technologies Corp | Stock | 2,321 | $48.6 萬 | <0.1% | −14−0.6% | 減碼 | 歷史 |
| PRMPerimeter Solutions, Inc. | COMMON STOCK | 35,000 | $48.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 2,800 | $49.5 萬 | <0.1% | −225−7.4% | 減碼 | – |
| LRCXLam Research Corp | Stock | 5,154 | $50.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| RNRRenaissancere Holdings Ltd | COM | 2,067 | $50.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MLMMartin Marietta Materials Inc | COM | 928 | $50.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ROKRockwell Automation, Inc | Stock | 1,563 | $51.9 萬 | <0.1% | +200+14.7% | 加碼 | 歷史 |
| GBTCGrayscale Bitcoin Trust ETF | ETF | 6,250 | $53.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TFCTruist Financial Corp | COM | 12,488 | $53.7 萬 | <0.1% | −125−1.0% | 減碼 | 歷史 |
| AMPAmeriprise Financial Inc | COM | 1,020 | $54.4 萬 | <0.1% | −40−3.8% | 減碼 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 2,146 | $54.9 萬 | <0.1% | +3+0.1% | 加碼 | 歷史 |
| BXSLBlackstone Secured Lending Fund | COMMON STOCK | 18,150 | $55.8 萬 | <0.1% | +18,150 | 新進 | 歷史 |
| OBDCBlue Owl Capital Corp | COM | 39,800 | $57.1 萬 | <0.1% | −3,300−7.7% | 減碼 | 歷史 |
| DLRDigital Realty Trust, Inc. | COM | 3,287 | $57.3 萬 | <0.1% | +440+15.5% | 加碼 | 歷史 |
| TTTrane Technologies plc | SHS | 1,316 | $57.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 1,060 | $57.6 萬 | <0.1% | +3+0.3% | 加碼 | 歷史 |
| MSCIMSCI Inc. | Stock | 999 | $57.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| WWDWoodward, Inc. | COM | 2,359 | $57.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CRWVCoreWeave, Inc. | Stock | 3,600 | $58.7 萬 | <0.1% | +3,600 | 新進 | 歷史 |
| AWKAmerican Water Works Company, Inc. | Stock | 4,220 | $58.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DHIHorton D R Inc | COM | 4,572 | $58.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 2,508 | $59.8 萬 | <0.1% | −8,154−76.5% | 減碼 | 歷史 |
| CMECME Group Inc. | COM | 2,177 | $60.0 萬 | <0.1% | +500+29.8% | 加碼 | 歷史 |
| VanEck ETF Trust92189F791 | JUNIOR GOLD MINE | 8,975 | $60.7 萬 | <0.1% | 00.0% | 不變 | – |
| BDXBecton Dickinson & Co | Stock | 3,542 | $61.0 萬 | <0.1% | −166−4.5% | 減碼 | 歷史 |
| PSAPublic Storage | COM | 2,163 | $63.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| KLACKLA Corp | COM NEW | 710 | $63.6 萬 | <0.1% | −32−4.3% | 減碼 | 歷史 |
| MSIMotorola Solutions, Inc. | Stock | 1,524 | $64.1 萬 | <0.1% | −1−0.1% | 減碼 | 歷史 |
| HOODRobinhood Markets, Inc. | Stock | 6,991 | $65.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DDDuPont de Nemours, Inc. | COM | 9,555 | $65.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464288885 | EAFE GRWTH ETF | 5,877 | $65.8 萬 | <0.1% | 00.0% | 不變 | – |
| URIUnited Rentals, Inc. | COM | 893 | $67.3 萬 | <0.1% | +355+66.0% | 加碼 | 歷史 |
| PCTPureCycle Technologies, Inc. | COM | 50,000 | $68.5 萬 | <0.1% | +50,000 | 新進 | 歷史 |
| MKCMcCormick & Co Inc | Stock | 9,082 | $68.9 萬 | <0.1% | −450−4.7% | 減碼 | 歷史 |
| iShares Tr464287630 | RUS 2000 VAL ETF | 4,449 | $70.2 萬 | <0.1% | 00.0% | 不變 | – |
| VRSKVerisk Analytics, Inc. | COM | 2,260 | $70.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| State Street SPDR S&P Biotech ETF78464A870 | ETF | 8,492 | $70.4 萬 | <0.1% | 00.0% | 不變 | – |
| DELLDell Technologies Inc. | Stock | 5,755 | $70.6 萬 | <0.1% | −10,246−64.0% | 減碼 | 歷史 |
| GWWW.W. Grainger, Inc. | Stock | 681 | $70.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 1,351 | $70.9 萬 | <0.1% | −22−1.6% | 減碼 | 歷史 |
| CTSHCognizant Technology Solutions Corp | CL A | 9,091 | $70.9 萬 | <0.1% | −500−5.2% | 減碼 | 歷史 |
| JEFJefferies Financial Group Inc. | COM | 13,108 | $71.7 萬 | <0.1% | +1,145+9.6% | 加碼 | 歷史 |
| GBDCGolub Capital BDC, Inc. | COM | 49,838 | $73.0 萬 | <0.1% | +588+1.2% | 加碼 | 歷史 |
| CORCencora, Inc. | Stock | 2,440 | $73.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 25,000 | $73.4 萬 | <0.1% | 00.0% | 不變 | – |
| ANETArista Networks, Inc. | Stock | 7,203 | $73.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MOAltria Group, Inc. | Stock | 12,787 | $75.0 萬 | <0.1% | −79−0.6% | 減碼 | 歷史 |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 10,067 | $75.4 萬 | <0.1% | +3,956+64.7% | 加碼 | – |
| MCOMoodys Corp | Stock | 1,504 | $75.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 1,712 | $75.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| INTUIntuit Inc. | Stock | 979 | $77.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 3,784 | $77.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CICigna Group | Stock | 2,348 | $77.6 萬 | <0.1% | +178+8.2% | 加碼 | 歷史 |
| DPZDominos Pizza Inc | COM | 1,773 | $79.9 萬 | <0.1% | −355−16.7% | 減碼 | 歷史 |
| EDConsolidated Edison Inc | Stock | 8,020 | $80.5 萬 | <0.1% | −21−0.3% | 減碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 14,334 | $81.5 萬 | <0.1% | +5,000+53.6% | 加碼 | – |
| TPLTexas Pacific Land Corp | Stock | 776 | $82.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 19,658 | $83.1 萬 | <0.1% | 00.0% | 不變 | – |
| SPHSuburban Propane Partners LP | UNIT LTD PARTN | 45,438 | $84.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LINLinde PLC | Stock | 1,797 | $84.3 萬 | <0.1% | +18+1.0% | 加碼 | 歷史 |
| STESTERIS plc | SHS USD | 3,696 | $88.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GLWCorning Inc | COM | 17,248 | $90.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| COINCoinbase Global, Inc. | COM CL A | 2,660 | $93.2 萬 | <0.1% | −40−1.5% | 減碼 | 歷史 |
| IBITiShares Bitcoin Trust ETF | ETF | 15,358 | $94.0 萬 | <0.1% | −2,688−14.9% | 減碼 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 2,128 | $94.7 萬 | <0.1% | +27+1.3% | 加碼 | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 19,661 | $94.8 萬 | <0.1% | 00.0% | 不變 | – |
| GDGeneral Dynamics Corp | Stock | 3,262 | $95.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 21,171 | $98.0 萬 | <0.1% | −484−2.2% | 減碼 | 歷史 |
| SOSouthern Co | Stock | 10,768 | $98.9 萬 | <0.1% | −1,648−13.3% | 減碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 7,174 | $101.8 萬 | <0.1% | −700−8.9% | 減碼 | 歷史 |
| DEDeere & Co | Stock | 2,076 | $105.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| INTCIntel Corp | Stock | 47,150 | $105.6 萬 | <0.1% | −21,860−31.7% | 減碼 | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 187 | $108.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 37,120 | $108.4 萬 | <0.1% | 00.0% | 不變 | – |
| COPConocoPhillips | Stock | 12,126 | $108.8 萬 | <0.1% | −1,028−7.8% | 減碼 | 歷史 |
| ENBEnbridge Inc | Stock | 24,089 | $109.2 萬 | <0.1% | −490−2.0% | 減碼 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 9,875 | $109.5 萬 | <0.1% | −5,075−33.9% | 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% | – |