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 |
|---|---|---|---|---|---|---|---|
| INACRIndigo Acquisition Corp. | RIGHT 04/02/2027 | 10,730 | $1,395 | <0.1% | +10,730 | 新進 | 歷史 |
| IBACRIB Acquisition Corp. | RIGHT 09/28/2025 | 19,576 | $1,535 | <0.1% | +19,576 | 新進 | 歷史 |
| MKLYRMcKinley Acquisition Corp | RIGHT 07/25/2030 | 12,910 | $1,677 | <0.1% | +12,910 | 新進 | 歷史 |
| CAPNRCayson Acquisition Corp | RIGHT 99/99/9999 | 13,000 | $2,964 | <0.1% | +13,000 | 新進 | 歷史 |
| CHGGChegg, Inc | COM | 13,688 | $1.27 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MGNXMacrogenics Inc | COM | 17,543 | $2.82 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PLUGPlug Power Inc | Stock | 20,000 | $3.94 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AURAurora Innovation, Inc. | CLASS A COM | 12,000 | $4.61 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BRBSBlue Ridge Bankshares, Inc. | COM | 20,000 | $8.54 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Factorial Energy Inc.G19307100 | COM CL A | 10,100 | $10.4 萬 | <0.1% | +10,100 | 新進 | – |
| INACIndigo Acquisition Corp. | ORD SHS | 10,730 | $10.8 萬 | <0.1% | +10,730 | 新進 | 歷史 |
| FRMIFermi Inc. | COM | 15,000 | $12.0 萬 | <0.1% | +15,000 | 新進 | 歷史 |
| MKLYMcKinley Acquisition Corp | SHS CL A | 12,910 | $12.9 萬 | <0.1% | +12,910 | 新進 | 歷史 |
| SOUNSoundhound AI, Inc. | CLASS A COM | 13,200 | $13.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TWLVUTwelve Seas Investment Co III/Cayman | UNIT 11/21/2030 | 13,610 | $13.5 萬 | <0.1% | +13,610 | 新進 | 歷史 |
| SOCSable Offshore Corp. | COM SHS | 15,750 | $14.2 萬 | <0.1% | +15,750 | 新進 | 歷史 |
| LEGTLegato Merger Corp. III | ORD SHS | 14,300 | $15.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MBVIM3-Brigade Acquisition VI Corp. | ORD SHS CL A | 15,999 | $16.0 萬 | <0.1% | +15,999 | 新進 | 歷史 |
| LABStandard Biotools Inc. | COM | 125,000 | $16.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| FIGXFIGX Capital Acquisition Corp. | USD CL A ORD SHS | 15,940 | $16.0 萬 | <0.1% | +15,940 | 新進 | 歷史 |
| CUBLionheart Holdings | SHS CL A | 15,100 | $16.1 萬 | <0.1% | +15,100 | 新進 | 歷史 |
| ALFCenturion Acquisition Corp. | SHS CL A | 15,400 | $16.4 萬 | <0.1% | +15,400 | 新進 | 歷史 |
| ALISUCalisa Acquisition Corp | UNIT 09/11/2030 | 16,590 | $17.3 萬 | <0.1% | +16,590 | 新進 | 歷史 |
| HYACHaymaker Acquisition Corp V | CLASS A | 16,763 | $19.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 7,046 | $20.1 萬 | <0.1% | −148−2.1% | 減碼 | – |
| METMetlife Inc | Stock | 2,570 | $20.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Select U.S. REIT ETF464287564 | ETF | 3,401 | $20.3 萬 | <0.1% | 00.0% | 不變 | – |
| ELVElevance Health, Inc. | Stock | 579 | $20.3 萬 | <0.1% | +579 | 新進 | 歷史 |
| KRKroger Co | Stock | 3,257 | $20.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| FSLRFirst Solar, Inc. | Stock | 783 | $20.5 萬 | <0.1% | +783 | 新進 | 歷史 |
| AAgilent Technologies, Inc. | COM | 1,508 | $20.5 萬 | <0.1% | −255−14.5% | 減碼 | 歷史 |
| ACUAcme United Corp | COM | 5,100 | $20.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CHRWC. H. Robinson Worldwide, Inc. | COM NEW | 1,280 | $20.6 萬 | <0.1% | +1,280 | 新進 | 歷史 |
| WisdomTree Tr97717W422 | INDIA ERNGS FD | 4,475 | $20.7 萬 | <0.1% | +4,475 | 新進 | – |
| iShares Tr464288661 | 3 7 YR TREAS BD | 1,760 | $21.0 萬 | <0.1% | 00.0% | 不變 | – |
| VMRKVivmark Residential | SH BEN INT | 3,421 | $21.6 萬 | <0.1% | +15+0.4% | 加碼 | 歷史 |
| TAT&T Inc. | Stock | 8,710 | $21.6 萬 | <0.1% | +8,710 | 新進 | 歷史 |
| ROIVRoivant Sciences Ltd. | SHS | 10,000 | $21.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| WSMWilliams Sonoma Inc | COM | 1,230 | $22.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 7,317 | $22.0 萬 | <0.1% | −18−0.2% | 減碼 | – |
| XYLXylem Inc. | COM | 1,639 | $22.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CSLCarlisle Companies Inc | COM | 700 | $22.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GGGGraco Inc | COM | 2,736 | $22.4 萬 | <0.1% | −8−0.3% | 減碼 | 歷史 |
| SPDR Series Trust78468R556 | SP O&G EXPL PRO | 1,786 | $22.6 萬 | <0.1% | −1,615−47.5% | 減碼 | – |
| EWEdwards Lifesciences Corp | Stock | 2,658 | $22.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Health Care ETF92204A504 | ETF | 788 | $22.7 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Inc46434G822 | MSCI JAPAN ETF | 2,830 | $22.8 萬 | <0.1% | 00.0% | 不變 | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 8,523 | $22.9 萬 | <0.1% | 00.0% | 不變 | – |
| JOBYJoby Aviation, Inc. | COMMON STOCK | 17,994 | $23.8 萬 | <0.1% | +17,994 | 新進 | 歷史 |
| ALNYAlnylam Pharmaceuticals, Inc. | COM | 600 | $23.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| KVUEKenvue Inc. | Stock | 13,846 | $23.9 萬 | <0.1% | −4,658−25.2% | 減碼 | 歷史 |
| BIPBrookfield Infrastructure Partners L.P. | LP INT UNIT | 6,896 | $24.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| COLBColumbia Banking System, Inc. | COM | 8,647 | $24.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NUENucor Corp | COM | 1,486 | $24.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 5,071 | $25.1 萬 | <0.1% | +241+5.0% | 加碼 | – |
| RIOTRiot Platforms, Inc. | COM | 20,000 | $25.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Scottsdale FDS92206C680 | VNG RUS1000GRW | 2,101 | $25.6 萬 | <0.1% | 00.0% | 不變 | – |
| HSICHenry Schein Inc | COM | 3,399 | $25.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CRWVCoreWeave, Inc. | Stock | 3,600 | $25.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| HOLXHologic Inc | COM | 3,465 | $25.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| State Street SPDR Portfolio S&P 500 High Dividend ETF78468R788 | ETF | 5,969 | $25.8 萬 | <0.1% | 00.0% | 不變 | – |
| Invesco Exchange Traded FD T46137V688 | NEXT GEN CON ETF | 2,000 | $26.8 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Tr464287184 | CHINA LG-CAP ETF | 7,000 | $26.8 萬 | <0.1% | 00.0% | 不變 | – |
| PNRPENTAIR plc | SHS | 2,579 | $26.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BAMBrookfield Asset Management Ltd. | CL A LMT VTG SHS | 5,136 | $26.9 萬 | <0.1% | −810−13.6% | 減碼 | 歷史 |
| HALOHalozyme Therapeutics, Inc. | COM | 4,000 | $26.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 2,864 | $27.0 萬 | <0.1% | 00.0% | 不變 | – |
| ETREntergy Corp | COM | 2,924 | $27.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| FXFInvesco CurrencyShares Swiss Franc Trust | SWISS FRANC | 2,450 | $27.3 萬 | <0.1% | +395+19.2% | 加碼 | 歷史 |
| GTLSChart Industries Inc | COM | 1,335 | $27.5 萬 | <0.1% | −264−16.5% | 減碼 | 歷史 |
| Schwab Fundamental International Equity ETF808524755 | ETF | 6,186 | $28.0 萬 | <0.1% | 00.0% | 不變 | – |
| SPOTSpotify Technology S.A. | Stock | 486 | $28.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| VMCVulcan Materials CO | COM | 1,000 | $28.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 3,174 | $28.5 萬 | <0.1% | −168−5.0% | 減碼 | 歷史 |
| iShares Tr46435G326 | CORE MSCI INTL | 3,491 | $28.8 萬 | <0.1% | 00.0% | 不變 | – |
| COINCoinbase Global, Inc. | COM CL A | 1,277 | $28.9 萬 | <0.1% | −25−1.9% | 減碼 | 歷史 |
| PWRQuanta Services, Inc. | COM | 687 | $29.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| HIGHartford Insurance Group, Inc. | Stock | 2,107 | $29.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| JPMorgan Nasdaq Equity Premium Income ETF46654Q203 | ETF | 5,000 | $29.1 萬 | <0.1% | 00.0% | 不變 | – |
| ACHRArcher Aviation Inc. | Stock | 38,750 | $29.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 2,682 | $29.6 萬 | <0.1% | +56+2.1% | 加碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 2,830 | $30.3 萬 | <0.1% | +767+37.2% | 加碼 | – |
| SNPSSynopsys Inc | COM | 646 | $30.3 萬 | <0.1% | −1,680−72.2% | 減碼 | 歷史 |
| State Street SPDR S&P Biotech ETF78464A870 | ETF | 2,492 | $30.4 萬 | <0.1% | −3,200−56.2% | 減碼 | – |
| iShares Tr464288166 | AGENCY BOND ETF | 2,765 | $30.5 萬 | <0.1% | 00.0% | 不變 | – |
| BSXBoston Scientific Corp | Stock | 3,210 | $30.6 萬 | <0.1% | −3,074−48.9% | 減碼 | 歷史 |
| iShares Russell 2000 Growth ETF464287648 | ETF | 951 | $30.7 萬 | <0.1% | −609−39.0% | 減碼 | – |
| DGXQuest Diagnostics Inc | COM | 1,786 | $31.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 2,223 | $31.9 萬 | <0.1% | 00.0% | 不變 | – |
| KKRKKR & Co. Inc. | COM | 2,602 | $33.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DDDuPont de Nemours, Inc. | COM | 8,348 | $33.6 萬 | <0.1% | −1,523−15.4% | 減碼 | 歷史 |
| GISGeneral Mills Inc | Stock | 7,302 | $34.0 萬 | <0.1% | −36−0.5% | 減碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q647 | MUNICIPAL ETF | 6,785 | $34.3 萬 | <0.1% | +6,785 | 新進 | – |
| CICigna Group | Stock | 1,266 | $34.8 萬 | <0.1% | −101−7.4% | 減碼 | 歷史 |
| Amplify ETF Tr032108664 | AMPLIFY CYBERSEC | 4,360 | $35.0 萬 | <0.1% | 00.0% | 不變 | – |
| APDAir Products & Chemicals, Inc. | Stock | 1,482 | $36.6 萬 | <0.1% | −30−2.0% | 減碼 | 歷史 |
| AEEAmeren Corp | COM | 3,670 | $36.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 1,755 | $36.7 萬 | <0.1% | 00.0% | 不變 | – |
| CEGConstellation Energy Corp | Stock | 1,061 | $37.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SXTSensient Technologies Corp | COM | 4,000 | $37.6 萬 | <0.1% | 00.0% | 不變 | 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 |