Evercore Wealth Management, LLC
- SEC CIK
- 0001482689
- 最新申報
- 2026/8/14
2025 年第 4 季持倉
持倉截至 2025/12/31，2026/2/17 申報。只含多頭部位，變化是跟 2025 年第 3 季比股數。
- 持股檔數
- 420
- 較 2025 年第 3 季 +7
- 總值
- $68.2 億
- 較 2025 年第 3 季 +$937.4 萬 (+0.1%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 1,576,554 | $4.29 億 | 6.3% | −42,757−2.6% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 2,264,901 | $4.22 億 | 6.2% | −73,632−3.1% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 811,533 | $3.92 億 | 5.8% | −7,862−1.0% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 953,003 | $2.99 億 | 4.4% | −24,182−2.5% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 1,144,774 | $2.64 億 | 3.9% | −7,477−0.6% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 751,368 | $2.35 億 | 3.4% | −15,303−2.0% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 399,179 | $2.28 億 | 3.3% | −6,348−1.6% | 減碼 | 歷史 |
| MSMorgan Stanley | Stock | 1,216,602 | $2.16 億 | 3.2% | −27,530−2.2% | 減碼 | 歷史 |
| BXBlackstone Inc. | COM | 1,317,092 | $2.03 億 | 3.0% | −16,559−1.2% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 586,994 | $1.89 億 | 2.8% | −4,016−0.7% | 減碼 | 歷史 |
| AZOAutoZone Inc | COM | 51,961 | $1.76 億 | 2.6% | +371+0.7% | 加碼 | 歷史 |
| CBRECbre Group, Inc. | CL A | 997,000 | $1.60 億 | 2.3% | −26,385−2.6% | 減碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 274,755 | $1.59 億 | 2.3% | −5,543−2.0% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 440,318 | $1.52 億 | 2.2% | −4,762−1.1% | 減碼 | 歷史 |
| WMBWilliams Companies, Inc. | COM | 2,459,053 | $1.48 億 | 2.2% | −39,165−1.6% | 減碼 | 歷史 |
| FIXComfort Systems USA Inc | COM | 155,237 | $1.45 億 | 2.1% | −4,043−2.5% | 減碼 | 歷史 |
| CBChubb Ltd | Stock | 429,476 | $1.34 億 | 2.0% | −7,133−1.6% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 266,447 | $1.34 億 | 2.0% | −1,878−0.7% | 減碼 | 歷史 |
| VIKViking Holdings Ltd | ORD SHS | 1,657,751 | $1.18 億 | 1.7% | −23,255−1.4% | 減碼 | 歷史 |
| BLKBlackRock, Inc. | Stock | 108,567 | $1.16 億 | 1.7% | −969−0.9% | 減碼 | 歷史 |
| WisdomTree Tr97717W307 | US LARGECAP DIVD | 1,033,859 | $9,106 萬 | 1.3% | −16,552−1.6% | 減碼 | – |
| UBERUber Technologies, Inc | Stock | 1,087,599 | $8,887 萬 | 1.3% | −22,149−2.0% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 101,236 | $8,730 萬 | 1.3% | −506−0.5% | 減碼 | 歷史 |
| BLDRBuilders FirstSource, Inc. | Stock | 819,418 | $8,431 萬 | 1.2% | −50,670−5.8% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 116,548 | $7,948 萬 | 1.2% | +653+0.6% | 加碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 210,633 | $7,372 萬 | 1.1% | +3,607+1.7% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 108,649 | $6,814 萬 | 1.0% | +24,272+28.8% | 加碼 | – |
| PGRProgressive Corp | Stock | 277,253 | $6,314 萬 | 0.9% | −34,491−11.1% | 減碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 357,516 | $6,277 萬 | 0.9% | −39,284−9.9% | 減碼 | 歷史 |
| CDWCDW Corp | COM | 457,544 | $6,232 萬 | 0.9% | −43,597−8.7% | 減碼 | 歷史 |
| SNSharkNinja, Inc. | COM SHS | 537,662 | $6,016 萬 | 0.9% | +537,662 | 新進 | 歷史 |
| ARCCAres Capital Corp | CEF | 2,938,357 | $5,944 萬 | 0.9% | +547,071+22.9% | 加碼 | 歷史 |
| EOGEOG Resources Inc | Stock | 552,254 | $5,799 萬 | 0.8% | −77,118−12.3% | 減碼 | 歷史 |
| CROXCrocs, Inc. | COM | 638,274 | $5,459 萬 | 0.8% | −97,955−13.3% | 減碼 | 歷史 |
| GNRCGenerac Holdings Inc. | Stock | 395,015 | $5,387 萬 | 0.8% | −8,489−2.1% | 減碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 78,610 | $5,384 萬 | 0.8% | +12,016+18.0% | 加碼 | – |
| IAUiShares Gold Trust | ETF | 625,719 | $5,079 萬 | 0.7% | +6,224+1.0% | 加碼 | 歷史 |
| MELIMercadolibre Inc | COM | 23,609 | $4,755 萬 | 0.7% | +472+2.0% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 306,077 | $4,702 萬 | 0.7% | −32,317−9.6% | 減碼 | 歷史 |
| WisdomTree Tr97717W851 | JAPN HEDGE EQT | 289,661 | $4,176 萬 | 0.6% | −8,211−2.8% | 減碼 | – |
| LLYEli Lilly & Co | Stock | 34,846 | $3,745 萬 | 0.5% | +503+1.5% | 加碼 | 歷史 |
| Janus Detroit STR Tr47103U845 | HENDRSON AAA CL | 709,587 | $3,589 萬 | 0.5% | +95,259+15.5% | 加碼 | – |
| UNHUnitedHealth Group Inc | Stock | 108,010 | $3,566 萬 | 0.5% | −37,525−25.8% | 減碼 | 歷史 |
| ACNAccenture plc | Stock | 132,792 | $3,563 萬 | 0.5% | −17,545−11.7% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 156,319 | $3,235 萬 | 0.5% | −7,309−4.5% | 減碼 | 歷史 |
| SHWSherwin Williams Co | COM | 98,818 | $3,202 萬 | 0.5% | −1,205−1.2% | 減碼 | 歷史 |
| GLDMWorld Gold Trust | SPDR GLD MINIS | 353,898 | $3,021 萬 | 0.4% | +102,141+40.6% | 加碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 73,834 | $2,926 萬 | 0.4% | −1,559−2.1% | 減碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 61,676 | $2,919 萬 | 0.4% | +3,295+5.6% | 加碼 | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 383,246 | $2,819 萬 | 0.4% | +83,825+28.0% | 加碼 | – |
| CVXChevron Corp | Stock | 153,950 | $2,346 萬 | 0.3% | +8,962+6.2% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 83,900 | $1,917 萬 | 0.3% | −1,470−1.7% | 減碼 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 180,501 | $1,733 萬 | 0.3% | +6,294+3.6% | 加碼 | – |
| ROPRoper Technologies Inc | Stock | 38,871 | $1,730 萬 | 0.3% | −2,556−6.2% | 減碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 57,605 | $1,706 萬 | 0.3% | −1,186−2.0% | 減碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 169,676 | $1,695 萬 | 0.2% | −520.0% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 36,436 | $1,639 萬 | 0.2% | +6,150+20.3% | 加碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 55,003 | $1,415 萬 | 0.2% | −75−0.1% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 182,310 | $1,404 萬 | 0.2% | +3,662+2.0% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 172,668 | $1,386 萬 | 0.2% | +5,049+3.0% | 加碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 218,960 | $1,368 萬 | 0.2% | +8,875+4.2% | 加碼 | – |
| PEPPepsiCo Inc | Stock | 92,303 | $1,325 萬 | 0.2% | −4,837−5.0% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 97,909 | $1,227 萬 | 0.2% | −5,307−5.1% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 34,956 | $1,226 萬 | 0.2% | −419−1.2% | 減碼 | 歷史 |
| ORCLOracle Corp | Stock | 61,329 | $1,195 萬 | 0.2% | −289−0.5% | 減碼 | 歷史 |
| RTXRTX Corp | Stock | 64,302 | $1,179 萬 | 0.2% | −3,576−5.3% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 38,009 | $1,162 萬 | 0.2% | −2,715−6.7% | 減碼 | 歷史 |
| MCKMcKesson Corp | Stock | 14,137 | $1,160 萬 | 0.2% | −62−0.4% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 32,508 | $1,125 萬 | 0.2% | −437−1.3% | 減碼 | 歷史 |
| SYKStryker Corp | Stock | 30,129 | $1,059 萬 | 0.2% | −2,000−6.2% | 減碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 152,310 | $1,005 萬 | 0.1% | −6,504−4.1% | 減碼 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 51,505 | $986.6 萬 | 0.1% | −4,285−7.7% | 減碼 | – |
| MRKMerck & Co., Inc. | Stock | 93,100 | $980.0 萬 | 0.1% | −1,445−1.5% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 81,349 | $979.0 萬 | 0.1% | −2,299−2.7% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 67,199 | $963.0 萬 | 0.1% | −1,823−2.6% | 減碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 39,079 | $962.0 萬 | 0.1% | +3,053+8.5% | 加碼 | – |
| KOCoca Cola Co | Stock | 134,856 | $942.8 萬 | 0.1% | −2,723−2.0% | 減碼 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 15,560 | $938.7 萬 | 0.1% | −124−0.8% | 減碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 63,628 | $916.1 萬 | 0.1% | −5,876−8.5% | 減碼依 2 比 1 拆股換算 | – |
| WMTWalmart Inc. | Stock | 79,320 | $883.7 萬 | 0.1% | −361−0.5% | 減碼 | 歷史 |
| BRK.ABerkshire Hathaway Inc | CL A | 11 | $830.3 萬 | 0.1% | −1−8.3% | 減碼 | 歷史 |
| APHAmphenol Corp | CL A | 61,317 | $828.6 萬 | 0.1% | −156−0.3% | 減碼 | 歷史 |
| JBLJabil Inc | Stock | 35,840 | $817.2 萬 | 0.1% | −200−0.6% | 減碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 32,250 | $777.7 萬 | 0.1% | −505−1.5% | 減碼 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 142,085 | $763.8 萬 | 0.1% | +11,696+9.0% | 加碼 | – |
| TXNTexas Instruments Inc | Stock | 42,906 | $744.4 萬 | 0.1% | −3,938−8.4% | 減碼 | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 46,725 | $723.3 萬 | 0.1% | −70−0.1% | 減碼 | – |
| MPLXMPLX LP | COM UNIT REP LTD | 132,053 | $704.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 216,493 | $694.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 54,595 | $672.9 萬 | 0.1% | −415−0.8% | 減碼 | – |
| CHKPCheck Point Software Technologies Ltd | ORD | 36,200 | $671.7 萬 | 0.1% | −68−0.2% | 減碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 24,899 | $659.6 萬 | 0.1% | −497−2.0% | 減碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 18,703 | $627.1 萬 | 0.1% | +459+2.5% | 加碼 | – |
| AMATApplied Materials Inc | Stock | 23,961 | $615.8 萬 | 0.1% | −31−0.1% | 減碼 | 歷史 |
| IBITiShares Bitcoin Trust ETF | ETF | 122,252 | $607.0 萬 | 0.1% | +92,411+309.7% | 加碼 | 歷史 |
| Vanguard Intl Equity Index F922042874 | FTSE EUROPE ETF | 72,104 | $602.9 萬 | 0.1% | −8,643−10.7% | 減碼 | – |
| PLTRPalantir Technologies Inc. | Stock | 33,351 | $592.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 22,723 | $586.1 萬 | 0.1% | −1,290−5.4% | 減碼 | – |
| AMGNAmgen Inc | Stock | 17,906 | $586.1 萬 | 0.1% | −56−0.3% | 減碼 | 歷史 |
| ECLEcolab Inc. | Stock | 20,811 | $546.3 萬 | 0.1% | −368−1.7% | 減碼 | 歷史 |
2025 年第 3 季之後清倉（19 檔）
2025 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 3 季股數 | 2025 年第 3 季市值 | 2025 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| FISVFiserv Inc | Stock | 238,221 | $3,071 萬 | 0.5% | 歷史 |
| NVTnVent Electric plc | SHS | 3,542 | $34.9 萬 | <0.1% | 歷史 |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 5,197 | $31.2 萬 | <0.1% | – |
| J P Morgan Exchange Traded F46641Q225 | BETA CDA ETF NEW | 3,487 | $30.4 萬 | <0.1% | – |
| STZConstellation Brands, Inc. | Stock | 2,250 | $30.3 萬 | <0.1% | 歷史 |
| SPDR Index Shs FDS78463X202 | ST STR EU 50 ETF | 4,854 | $30.2 萬 | <0.1% | – |
| HUBBHubbell Inc | COM | 653 | $28.1 萬 | <0.1% | 歷史 |
| CTVACorteva, Inc. | Stock | 3,902 | $26.4 萬 | <0.1% | 歷史 |
| SLGSL Green Realty Corp | COM | 3,972 | $23.8 萬 | <0.1% | 歷史 |
| ADSKAutodesk, Inc. | COM | 735 | $23.3 萬 | <0.1% | 歷史 |
| J P Morgan Exchange Traded F46641Q217 | BETABULDRS JAPAN | 3,403 | $22.6 萬 | <0.1% | – |
| LHLabcorp Holdings Inc. | Stock | 784 | $22.5 萬 | <0.1% | 歷史 |
| CTASCintas Corp | Stock | 1,048 | $21.5 萬 | <0.1% | 歷史 |
| GAMGeneral American Investors Co Inc | COM | 3,313 | $20.6 萬 | <0.1% | 歷史 |
| WLYJohn Wiley & Sons, Inc. | CL A | 5,060 | $20.5 萬 | <0.1% | 歷史 |
| WEXWEX Inc. | COM | 1,286 | $20.3 萬 | <0.1% | 歷史 |
| First Trust Cloud Computing ETF33734X192 | ETF | 1,500 | $20.2 萬 | <0.1% | – |
| DDominion Energy, Inc | Stock | 3,294 | $20.1 萬 | <0.1% | 歷史 |
| NETDNabors Energy Transition Corp. II | CL A | 11,596 | $13.0 萬 | <0.1% | 歷史 |