Evercore Wealth Management, LLC
- SEC CIK
- 0001482689
- 最新申報
- 2026/8/14
2025 年第 3 季持倉
持倉截至 2025/9/30，2025/11/14 申報。只含多頭部位，變化是跟 2025 年第 2 季比股數。
- 持股檔數
- 413
- 較 2025 年第 2 季 +7
- 總值
- $68.1 億
- 較 2025 年第 2 季 +$3.83 億 (+6.0%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| NVDANVIDIA Corp | Stock | 2,338,533 | $4.36 億 | 6.4% | −74,655−3.1% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 819,395 | $4.24 億 | 6.2% | −16,648−2.0% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 1,619,311 | $4.12 億 | 6.1% | −26,219−1.6% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 1,152,251 | $2.53 億 | 3.7% | −11,285−1.0% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 977,185 | $2.38 億 | 3.5% | −6,431−0.7% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 405,527 | $2.31 億 | 3.4% | −6,891−1.7% | 減碼 | 歷史 |
| BXBlackstone Inc. | COM | 1,333,651 | $2.28 億 | 3.3% | −24,617−1.8% | 減碼 | 歷史 |
| AZOAutoZone Inc | COM | 51,590 | $2.21 億 | 3.2% | −1,312−2.5% | 減碼 | 歷史 |
| MSMorgan Stanley | Stock | 1,244,132 | $1.98 億 | 2.9% | −17,810−1.4% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 591,010 | $1.86 億 | 2.7% | −9,098−1.5% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 766,671 | $1.86 億 | 2.7% | −15,023−1.9% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 445,080 | $1.80 億 | 2.6% | −5,662−1.3% | 減碼 | 歷史 |
| CBRECbre Group, Inc. | CL A | 1,023,385 | $1.61 億 | 2.4% | −15,118−1.5% | 減碼 | 歷史 |
| WMBWilliams Companies, Inc. | COM | 2,498,218 | $1.58 億 | 2.3% | −35,011−1.4% | 減碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 280,298 | $1.36 億 | 2.0% | −3,904−1.4% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 268,325 | $1.35 億 | 2.0% | −3,342−1.2% | 減碼 | 歷史 |
| FIXComfort Systems USA Inc | COM | 159,280 | $1.31 億 | 1.9% | +610+0.4% | 加碼 | 歷史 |
| BLKBlackRock, Inc. | Stock | 109,536 | $1.28 億 | 1.9% | −594−0.5% | 減碼 | 歷史 |
| CBChubb Ltd | Stock | 436,609 | $1.23 億 | 1.8% | +1,160+0.3% | 加碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 1,109,748 | $1.09 億 | 1.6% | +34,937+3.3% | 加碼 | 歷史 |
| BLDRBuilders FirstSource, Inc. | Stock | 870,088 | $1.05 億 | 1.5% | −3,868−0.4% | 減碼 | 歷史 |
| VIKViking Holdings Ltd | ORD SHS | 1,681,006 | $1.04 億 | 1.5% | +2,536+0.2% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 101,742 | $9,418 萬 | 1.4% | −2,139−2.1% | 減碼 | 歷史 |
| WisdomTree Tr97717W307 | US LARGECAP DIVD | 1,050,411 | $9,142 萬 | 1.3% | −21,956−2.0% | 減碼 | – |
| CDWCDW Corp | COM | 501,141 | $7,982 萬 | 1.2% | −333−0.1% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 115,895 | $7,721 萬 | 1.1% | +369+0.3% | 加碼 | 歷史 |
| PGRProgressive Corp | Stock | 311,744 | $7,699 萬 | 1.1% | +42,636+15.8% | 加碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 396,800 | $7,631 萬 | 1.1% | −8,752−2.2% | 減碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 207,026 | $7,303 萬 | 1.1% | +1,929+0.9% | 加碼 | 歷史 |
| EOGEOG Resources Inc | Stock | 629,372 | $7,057 萬 | 1.0% | −9,883−1.5% | 減碼 | 歷史 |
| GNRCGenerac Holdings Inc. | Stock | 403,504 | $6,755 萬 | 1.0% | −28,641−6.6% | 減碼 | 歷史 |
| CROXCrocs, Inc. | COM | 736,229 | $6,151 萬 | 0.9% | −57,995−7.3% | 減碼 | 歷史 |
| MELIMercadolibre Inc | COM | 23,137 | $5,407 萬 | 0.8% | +23,137 | 新進 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 84,377 | $5,167 萬 | 0.8% | +16,066+23.5% | 加碼 | – |
| UNHUnitedHealth Group Inc | Stock | 145,535 | $5,025 萬 | 0.7% | −164,282−53.0% | 減碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 338,394 | $4,891 萬 | 0.7% | −16,488−4.6% | 減碼 | 歷史 |
| ARCCAres Capital Corp | CEF | 2,391,286 | $4,881 萬 | 0.7% | +724,913+43.5% | 加碼 | 歷史 |
| IAUiShares Gold Trust | ETF | 619,495 | $4,508 萬 | 0.7% | −16,460−2.6% | 減碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 66,594 | $4,457 萬 | 0.7% | +165+0.2% | 加碼 | – |
| WisdomTree Tr97717W851 | JAPN HEDGE EQT | 297,872 | $3,814 萬 | 0.6% | −1,041−0.3% | 減碼 | – |
| ACNAccenture plc | Stock | 150,337 | $3,707 萬 | 0.5% | −213,209−58.6% | 減碼 | 歷史 |
| SHWSherwin Williams Co | COM | 100,023 | $3,463 萬 | 0.5% | −1,814−1.8% | 減碼 | 歷史 |
| Janus Detroit STR Tr47103U845 | HENDRSON AAA CL | 614,328 | $3,120 萬 | 0.5% | +272,477+79.7% | 加碼 | – |
| FISVFiserv Inc | Stock | 238,221 | $3,071 萬 | 0.5% | −91,120−27.7% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 163,628 | $3,034 萬 | 0.4% | −2,349−1.4% | 減碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 58,381 | $2,735 萬 | 0.4% | +156+0.3% | 加碼 | – |
| GLDSPDR Gold Trust | ETF | 75,393 | $2,680 萬 | 0.4% | −480−0.6% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 34,343 | $2,620 萬 | 0.4% | −1,604−4.5% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 144,988 | $2,252 萬 | 0.3% | −19,266−11.7% | 減碼 | 歷史 |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 299,421 | $2,137 萬 | 0.3% | +195,404+187.9% | 加碼 | – |
| ROPRoper Technologies Inc | Stock | 41,427 | $2,066 萬 | 0.3% | −573−1.4% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 85,370 | $1,977 萬 | 0.3% | −736−0.9% | 減碼 | 歷史 |
| GLDMWorld Gold Trust | SPDR GLD MINIS | 251,757 | $1,925 萬 | 0.3% | +143,322+132.2% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 61,618 | $1,733 萬 | 0.3% | −94−0.2% | 減碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 58,791 | $1,659 萬 | 0.2% | −619−1.0% | 減碼 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 174,207 | $1,627 萬 | 0.2% | −3,640−2.0% | 減碼 | – |
| SCHWSchwab Charles Corp | Stock | 169,728 | $1,620 萬 | 0.2% | −3,675−2.1% | 減碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 55,078 | $1,617 萬 | 0.2% | −882−1.6% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 103,216 | $1,382 萬 | 0.2% | −19,483−15.9% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 97,140 | $1,364 萬 | 0.2% | −3,670−3.6% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 30,286 | $1,347 萬 | 0.2% | +341+1.1% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 167,619 | $1,265 萬 | 0.2% | +3,958+2.4% | 加碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 210,085 | $1,259 萬 | 0.2% | +3,558+1.7% | 加碼 | – |
| MCDMcDonalds Corp | Stock | 40,724 | $1,238 萬 | 0.2% | −1,884−4.4% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 178,648 | $1,222 萬 | 0.2% | +2,761+1.6% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 35,375 | $1,208 萬 | 0.2% | −141−0.4% | 減碼 | 歷史 |
| SYKStryker Corp | Stock | 32,129 | $1,188 萬 | 0.2% | −72−0.2% | 減碼 | 歷史 |
| RTXRTX Corp | Stock | 67,878 | $1,136 萬 | 0.2% | +236+0.3% | 加碼 | 歷史 |
| MCKMcKesson Corp | Stock | 14,199 | $1,097 萬 | 0.2% | −1,923−11.9% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 32,945 | $1,087 萬 | 0.2% | −293−0.9% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 69,022 | $1,061 萬 | 0.2% | −2,977−4.1% | 減碼 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 55,790 | $1,058 萬 | 0.2% | −3,527−5.9% | 減碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 158,814 | $1,036 萬 | 0.2% | 00.0% | 不變 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 34,752 | $979.5 萬 | 0.1% | −4,470−11.4% | 減碼 | – |
| XOMExxonMobil Holdings Corp | COM | 83,648 | $943.1 萬 | 0.1% | −981−1.2% | 減碼 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 15,684 | $934.8 萬 | 0.1% | −150−0.9% | 減碼 | 歷史 |
| KOCoca Cola Co | Stock | 137,579 | $912.4 萬 | 0.1% | −6,097−4.2% | 減碼 | 歷史 |
| BRK.ABerkshire Hathaway Inc | CL A | 12 | $905.0 萬 | 0.1% | +1+9.1% | 加碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 36,026 | $871.7 萬 | 0.1% | −423−1.2% | 減碼 | – |
| TXNTexas Instruments Inc | Stock | 46,844 | $860.7 萬 | 0.1% | −1,325−2.8% | 減碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 32,755 | $823.2 萬 | 0.1% | −240−0.7% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 79,681 | $821.2 萬 | 0.1% | −716−0.9% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 94,545 | $793.5 萬 | 0.1% | −1,413−1.5% | 減碼 | 歷史 |
| JBLJabil Inc | Stock | 36,040 | $782.7 萬 | 0.1% | −500−1.4% | 減碼 | 歷史 |
| APHAmphenol Corp | CL A | 61,473 | $760.7 萬 | 0.1% | −272−0.4% | 減碼 | 歷史 |
| CHKPCheck Point Software Technologies Ltd | ORD | 36,268 | $750.4 萬 | 0.1% | −50.0% | 減碼 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 130,389 | $706.4 萬 | 0.1% | +35,987+38.1% | 加碼 | – |
| EPDEnterprise Products Partners L.P. | Stock | 216,493 | $677.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 55,010 | $664.1 萬 | 0.1% | 00.0% | 不變 | – |
| MPLXMPLX LP | COM UNIT REP LTD | 132,053 | $659.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 46,795 | $651.2 萬 | 0.1% | −12,652−21.3% | 減碼 | – |
| Vanguard Intl Equity Index F922042874 | FTSE EUROPE ETF | 80,747 | $644.4 萬 | 0.1% | +42,808+112.8% | 加碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 24,013 | $610.6 萬 | 0.1% | −528−2.2% | 減碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 10,159 | $609.9 萬 | 0.1% | −78−0.8% | 減碼 | – |
| PLTRPalantir Technologies Inc. | Stock | 33,351 | $608.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CRMSalesforce, Inc. | Stock | 25,396 | $601.9 萬 | 0.1% | −586−2.3% | 減碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 18,244 | $598.7 萬 | 0.1% | 00.0% | 不變 | – |
| ECLEcolab Inc. | Stock | 21,179 | $580.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 15,680 | $573.1 萬 | 0.1% | +128+0.8% | 加碼 | – |
| ITWIllinois Tool Works Inc | Stock | 21,458 | $559.5 萬 | 0.1% | −173−0.8% | 減碼 | 歷史 |
2025 年第 2 季之後清倉（14 檔）
2025 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 2 季股數 | 2025 年第 2 季市值 | 2025 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| ANSSAnsys Inc | COM | 215,284 | $7,561 萬 | 1.2% | 歷史 |
| BALLBALL Corp | COM | 6,183 | $34.7 萬 | <0.1% | 歷史 |
| SNOWSnowflake Inc. | Stock | 1,326 | $29.7 萬 | <0.1% | 歷史 |
| ROOTRoot, Inc. | CL A NEW | 2,145 | $27.4 萬 | <0.1% | 歷史 |
| TTDTrade Desk, Inc. | Stock | 3,593 | $25.9 萬 | <0.1% | 歷史 |
| EMNEastman Chemical Co | Stock | 3,385 | $25.3 萬 | <0.1% | 歷史 |
| CECelanese Corp | Stock | 4,300 | $23.8 萬 | <0.1% | 歷史 |
| ELVElevance Health, Inc. | Stock | 596 | $23.2 萬 | <0.1% | 歷史 |
| OKEONEOK Inc | COM | 2,739 | $22.4 萬 | <0.1% | 歷史 |
| NVRNVR Inc | COM | 29 | $21.4 萬 | <0.1% | 歷史 |
| WisdomTree Tr97717W422 | INDIA ERNGS FD | 4,475 | $21.2 萬 | <0.1% | – |
| BAXBaxter International Inc | Stock | 6,711 | $20.3 萬 | <0.1% | 歷史 |
| WBAWalgreens Boots Alliance, Inc. | COM | 10,408 | $11.9 萬 | <0.1% | 歷史 |
| DYNCDynamix Corp | SHS CL A | 10,270 | $10.5 萬 | <0.1% | 歷史 |