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 |
|---|---|---|---|---|---|---|---|
| STTState Street Corp | COM | 3,545 | $41.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 1,512 | $41.2 萬 | <0.1% | −27−1.8% | 減碼 | 歷史 |
| RJFRaymond James Financial Inc | COM | 2,428 | $41.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| RSGRepublic Services, Inc. | COM | 1,846 | $42.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| COINCoinbase Global, Inc. | COM CL A | 1,302 | $43.9 萬 | <0.1% | −1,358−51.1% | 減碼 | 歷史 |
| CCitigroup Inc | Stock | 4,426 | $44.9 萬 | <0.1% | +48+1.1% | 加碼 | 歷史 |
| SPDR Series Trust78468R556 | SP O&G EXPL PRO | 3,401 | $45.0 萬 | <0.1% | −9,567−73.8% | 減碼 | – |
| TPRTapestry, Inc. | COM | 4,002 | $45.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| RKLBRocket Lab Corp | COM | 9,495 | $45.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| IMXIInternational Money Express, Inc. | COM | 33,158 | $46.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| WABWestinghouse Air Brake Technologies Corp | Stock | 2,321 | $46.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SIVRabrdn Silver ETF Trust | PHYSCL SILVR SHS | 10,500 | $46.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BXSLBlackstone Secured Lending Fund | COMMON STOCK | 18,150 | $47.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 1,060 | $47.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BDXBecton Dickinson & Co | Stock | 2,542 | $47.6 萬 | <0.1% | −1,000−28.2% | 減碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 2,583 | $48.2 萬 | <0.1% | −217−7.8% | 減碼 | – |
| NOCNorthrop Grumman Corp | Stock | 802 | $48.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AMPAmeriprise Financial Inc | COM | 995 | $48.9 萬 | <0.1% | −25−2.5% | 減碼 | 歷史 |
| CRWVCoreWeave, Inc. | Stock | 3,600 | $49.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 5,433 | $49.7 萬 | <0.1% | +89+1.7% | 加碼 | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 3,499 | $49.8 萬 | <0.1% | 00.0% | 不變 | – |
| CMICummins Inc | Stock | 1,181 | $49.9 萬 | <0.1% | −53−4.3% | 減碼 | 歷史 |
| iShares Russell 2000 Growth ETF464287648 | ETF | 1,560 | $49.9 萬 | <0.1% | 00.0% | 不變 | – |
| OBDCBlue Owl Capital Corp | COM | 39,800 | $50.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BBYBest Buy Co Inc | Stock | 6,794 | $51.4 萬 | <0.1% | −81−1.2% | 減碼 | 歷史 |
| EIXEdison International | Stock | 9,301 | $51.4 萬 | <0.1% | +60+0.6% | 加碼 | 歷史 |
| CSXCSX Corp | Stock | 14,540 | $51.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ANAutonation, Inc. | COM | 2,368 | $51.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| RNRRenaissancere Holdings Ltd | COM | 2,067 | $52.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DLRDigital Realty Trust, Inc. | COM | 3,102 | $53.6 萬 | <0.1% | −185−5.6% | 減碼 | 歷史 |
| ROKRockwell Automation, Inc | Stock | 1,563 | $54.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TFCTruist Financial Corp | COM | 11,968 | $54.7 萬 | <0.1% | −520−4.2% | 減碼 | 歷史 |
| MSCIMSCI Inc. | Stock | 969 | $55.0 萬 | <0.1% | −30−3.0% | 減碼 | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 2,865 | $55.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CTSHCognizant Technology Solutions Corp | CL A | 8,251 | $55.3 萬 | <0.1% | −840−9.2% | 減碼 | 歷史 |
| GWWW.W. Grainger, Inc. | Stock | 581 | $55.4 萬 | <0.1% | −100−14.7% | 減碼 | 歷史 |
| TTTrane Technologies plc | SHS | 1,316 | $55.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GBTCGrayscale Bitcoin Trust ETF | ETF | 6,250 | $56.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SHOPShopify Inc. | Stock | 3,790 | $56.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| VRSKVerisk Analytics, Inc. | COM | 2,260 | $56.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 1,896 | $57.0 萬 | <0.1% | −250−11.6% | 減碼 | 歷史 |
| State Street SPDR S&P Biotech ETF78464A870 | ETF | 5,692 | $57.0 萬 | <0.1% | −2,800−33.0% | 減碼 | – |
| BNYBank of New York Mellon Corp | Stock | 5,313 | $57.9 萬 | <0.1% | +1,400+35.8% | 加碼 | 歷史 |
| EVREvercore Inc. | CLASS A | 1,720 | $58.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MLMMartin Marietta Materials Inc | COM | 928 | $58.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| WWDWoodward, Inc. | COM | 2,316 | $58.5 萬 | <0.1% | −43−1.8% | 減碼 | 歷史 |
| CMECME Group Inc. | COM | 2,177 | $58.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AWKAmerican Water Works Company, Inc. | Stock | 4,264 | $59.4 萬 | <0.1% | +44+1.0% | 加碼 | 歷史 |
| MKCMcCormick & Co Inc | Stock | 9,082 | $60.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BSXBoston Scientific Corp | Stock | 6,284 | $61.4 萬 | <0.1% | −4,250−40.3% | 減碼 | 歷史 |
| MUMicron Technology Inc | Stock | 3,684 | $61.6 萬 | <0.1% | −67−1.8% | 減碼 | 歷史 |
| PSAPublic Storage | COM | 2,147 | $62.0 萬 | <0.1% | −16−0.7% | 減碼 | 歷史 |
| INTUIntuit Inc. | Stock | 916 | $62.6 萬 | <0.1% | −63−6.4% | 減碼 | 歷史 |
| PCTPureCycle Technologies, Inc. | COM | 50,000 | $65.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 2,760 | $66.1 萬 | <0.1% | +252+10.0% | 加碼 | 歷史 |
| iShares Tr464288885 | EAFE GRWTH ETF | 5,802 | $66.1 萬 | <0.1% | −75−1.3% | 減碼 | – |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 1,191 | $67.0 萬 | <0.1% | −160−11.8% | 減碼 | 歷史 |
| LRCXLam Research Corp | Stock | 5,154 | $69.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MSIMotorola Solutions, Inc. | Stock | 1,526 | $69.8 萬 | <0.1% | +2+0.1% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 15,473 | $70.0 萬 | <0.1% | −4,185−21.3% | 減碼 | – |
| MCOMoodys Corp | Stock | 1,504 | $71.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TPLTexas Pacific Land Corp | Stock | 776 | $72.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| URIUnited Rentals, Inc. | COM | 788 | $75.2 萬 | <0.1% | −105−11.8% | 減碼 | 歷史 |
| DPZDominos Pizza Inc | COM | 1,755 | $75.8 萬 | <0.1% | −18−1.0% | 減碼 | 歷史 |
| CORCencora, Inc. | Stock | 2,440 | $76.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| KLACKLA Corp | COM NEW | 710 | $76.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DDDuPont de Nemours, Inc. | COM | 9,871 | $76.9 萬 | <0.1% | +316+3.3% | 加碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 3,784 | $77.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DHIHorton D R Inc | COM | 4,572 | $77.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287630 | RUS 2000 VAL ETF | 4,400 | $77.8 萬 | <0.1% | −49−1.1% | 減碼 | – |
| GBDCGolub Capital BDC, Inc. | COM | 56,976 | $78.0 萬 | <0.1% | +7,138+14.3% | 加碼 | 歷史 |
| PRMPerimeter Solutions, Inc. | COMMON STOCK | 35,000 | $78.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 25,000 | $78.5 萬 | <0.1% | 00.0% | 不變 | – |
| VanEck ETF Trust92189F791 | JUNIOR GOLD MINE | 8,000 | $79.2 萬 | <0.1% | −975−10.9% | 減碼 | – |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 1,712 | $79.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| EDConsolidated Edison Inc | Stock | 8,120 | $81.6 萬 | <0.1% | +100+1.2% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 14,334 | $81.8 萬 | <0.1% | 00.0% | 不變 | – |
| VRTXVertex Pharmaceuticals Inc | Stock | 2,106 | $82.5 萬 | <0.1% | −22−1.0% | 減碼 | 歷史 |
| COFCapital One Financial Corp | Stock | 3,895 | $82.8 萬 | <0.1% | +1,984+103.8% | 加碼 | 歷史 |
| DEDeere & Co | Stock | 1,826 | $83.5 萬 | <0.1% | −250−12.0% | 減碼 | 歷史 |
| LINLinde PLC | Stock | 1,777 | $84.4 萬 | <0.1% | −20−1.1% | 減碼 | 歷史 |
| SPHSuburban Propane Partners LP | UNIT LTD PARTN | 45,438 | $84.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MOAltria Group, Inc. | Stock | 13,198 | $87.2 萬 | <0.1% | +411+3.2% | 加碼 | 歷史 |
| DELLDell Technologies Inc. | Stock | 6,217 | $88.1 萬 | <0.1% | +462+8.0% | 加碼 | 歷史 |
| JEFJefferies Financial Group Inc. | COM | 13,753 | $90.0 萬 | <0.1% | +645+4.9% | 加碼 | 歷史 |
| STESTERIS plc | SHS USD | 3,696 | $91.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SOSouthern Co | Stock | 9,743 | $92.3 萬 | <0.1% | −1,025−9.5% | 減碼 | 歷史 |
| IOTSamsara Inc. | Stock | 25,000 | $93.1 萬 | <0.1% | +25,000 | 新進 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 21,174 | $95.5 萬 | <0.1% | +30.0% | 加碼 | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 182 | $98.3 萬 | <0.1% | −5−2.7% | 減碼 | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 18,659 | $99.6 萬 | <0.1% | −1,002−5.1% | 減碼 | – |
| SEISolaris Energy Infrastructure, Inc. | COM CL A | 25,000 | $99.9 萬 | <0.1% | +25,000 | 新進 | 歷史 |
| HOODRobinhood Markets, Inc. | Stock | 6,991 | $100.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| KMBKimberly Clark Corp | Stock | 8,335 | $103.6 萬 | <0.1% | −1,000−10.7% | 減碼 | 歷史 |
| ANETArista Networks, Inc. | Stock | 7,203 | $105.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TGTTarget Corp | Stock | 11,912 | $106.9 萬 | <0.1% | +30.0% | 加碼 | 歷史 |
| EQIXEquinix Inc | COM | 1,386 | $108.6 萬 | <0.1% | −27−1.9% | 減碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 1,199 | $110.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| VZVerizon Communications Inc | Stock | 25,270 | $111.1 萬 | <0.1% | −907−3.5% | 減碼 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 3,262 | $111.2 萬 | <0.1% | 00.0% | 不變 | 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 |