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 |
|---|---|---|---|---|---|---|---|
| BIIBBiogen Inc. | COM | 2,142 | $37.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SSNCSS&C Technologies Holdings Inc | COM | 4,410 | $38.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 1,827 | $38.7 萬 | <0.1% | +115+6.7% | 加碼 | – |
| RJFRaymond James Financial Inc | COM | 2,428 | $39.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| RSGRepublic Services, Inc. | COM | 1,846 | $39.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| WBSWebster Financial Corp | COM | 6,224 | $39.2 萬 | <0.1% | +680+12.3% | 加碼 | 歷史 |
| JCIJohnson Controls International plc | Stock | 3,304 | $39.6 萬 | <0.1% | −9,973−75.1% | 減碼 | 歷史 |
| ALLAllstate Corp | Stock | 1,915 | $39.9 萬 | <0.1% | −3,275−63.1% | 減碼 | 歷史 |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 10,182 | $40.3 萬 | <0.1% | 00.0% | 不變 | – |
| IMXIInternational Money Express, Inc. | COM | 26,508 | $40.7 萬 | <0.1% | −6,650−20.1% | 減碼 | 歷史 |
| TECHBIO-TECHNE Corp | COM | 6,935 | $40.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AMPAmeriprise Financial Inc | COM | 837 | $41.0 萬 | <0.1% | −158−15.9% | 減碼 | 歷史 |
| WTMWhite Mountains Insurance Group Ltd | COM | 200 | $41.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GBTCGrayscale Bitcoin Trust ETF | ETF | 6,250 | $42.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| IFFInternational Flavors & Fragrances Inc | COM | 6,390 | $43.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| APOApollo Global Management, Inc. | COM | 2,981 | $43.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MKLMarkel Group Inc. | COM | 203 | $43.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SLBSLB Limited | Stock | 11,558 | $44.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 5,232 | $44.9 萬 | <0.1% | +223+4.5% | 加碼 | – |
| BBYBest Buy Co Inc | Stock | 6,719 | $45.0 萬 | <0.1% | −75−1.1% | 減碼 | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 802 | $45.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| STTState Street Corp | COM | 3,545 | $45.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ANAutonation, Inc. | COM | 2,225 | $45.9 萬 | <0.1% | −143−6.0% | 減碼 | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 2,865 | $46.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| EXPEExpedia Group, Inc. | Stock | 1,655 | $46.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DLRDigital Realty Trust, Inc. | COM | 3,053 | $47.2 萬 | <0.1% | −49−1.6% | 減碼 | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 5,344 | $47.3 萬 | <0.1% | −89−1.6% | 減碼 | – |
| SIVRabrdn Silver ETF Trust | PHYSCL SILVR SHS | 7,000 | $47.3 萬 | <0.1% | −3,500−33.3% | 減碼 | 歷史 |
| WABWestinghouse Air Brake Technologies Corp | Stock | 2,221 | $47.4 萬 | <0.1% | −100−4.3% | 減碼 | 歷史 |
| GWWW.W. Grainger, Inc. | Stock | 473 | $47.7 萬 | <0.1% | −108−18.6% | 減碼 | 歷史 |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 3,499 | $47.9 萬 | <0.1% | 00.0% | 不變 | – |
| BDXBecton Dickinson & Co | Stock | 2,542 | $49.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| OBDCBlue Owl Capital Corp | COM | 39,800 | $49.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| VRSKVerisk Analytics, Inc. | COM | 2,260 | $50.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TPRTapestry, Inc. | COM | 4,000 | $51.1 萬 | <0.1% | −20.0% | 減碼 | 歷史 |
| TTTrane Technologies plc | SHS | 1,316 | $51.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CCitigroup Inc | Stock | 4,426 | $51.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CSXCSX Corp | Stock | 14,498 | $52.6 萬 | <0.1% | −42−0.3% | 減碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 2,773 | $53.0 萬 | <0.1% | +190+7.4% | 加碼 | – |
| NSCNorfolk Southern Corp | Stock | 1,896 | $54.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AWKAmerican Water Works Company, Inc. | Stock | 4,220 | $55.1 萬 | <0.1% | −44−1.0% | 減碼 | 歷史 |
| EXEExpand Energy Corp | COM | 5,028 | $55.5 萬 | <0.1% | −15,000−74.9% | 減碼 | 歷史 |
| MSCIMSCI Inc. | Stock | 969 | $55.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 2,742 | $55.7 萬 | <0.1% | −18−0.7% | 減碼 | 歷史 |
| PSAPublic Storage | COM | 2,146 | $55.7 萬 | <0.1% | −10.0% | 減碼 | 歷史 |
| EIXEdison International | Stock | 9,311 | $55.9 萬 | <0.1% | +10+0.1% | 加碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 3,046 | $56.1 萬 | <0.1% | −738−19.5% | 減碼 | 歷史 |
| COFCapital One Financial Corp | Stock | 2,366 | $57.3 萬 | <0.1% | −1,529−39.3% | 減碼 | 歷史 |
| RNRRenaissancere Holdings Ltd | COM | 2,044 | $57.5 萬 | <0.1% | −23−1.1% | 減碼 | 歷史 |
| MLMMartin Marietta Materials Inc | COM | 928 | $57.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BXSLBlackstone Secured Lending Fund | COMMON STOCK | 22,150 | $58.3 萬 | <0.1% | +4,000+22.0% | 加碼 | 歷史 |
| MSIMotorola Solutions, Inc. | Stock | 1,524 | $58.4 萬 | <0.1% | −2−0.1% | 減碼 | 歷史 |
| TFCTruist Financial Corp | COM | 11,878 | $58.5 萬 | <0.1% | −90−0.8% | 減碼 | 歷史 |
| EVREvercore Inc. | CLASS A | 1,720 | $58.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CMECME Group Inc. | COM | 2,160 | $59.0 萬 | <0.1% | −17−0.8% | 減碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 1,045 | $59.2 萬 | <0.1% | −15−1.4% | 減碼 | 歷史 |
| MKCMcCormick & Co Inc | Stock | 8,702 | $59.3 萬 | <0.1% | −380−4.2% | 減碼 | 歷史 |
| CMICummins Inc | Stock | 1,168 | $59.6 萬 | <0.1% | −13−1.1% | 減碼 | 歷史 |
| URIUnited Rentals, Inc. | COM | 743 | $60.1 萬 | <0.1% | −45−5.7% | 減碼 | 歷史 |
| INTUIntuit Inc. | Stock | 916 | $60.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ROKRockwell Automation, Inc | Stock | 1,563 | $60.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SHOPShopify Inc. | Stock | 3,790 | $61.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BNYBank of New York Mellon Corp | Stock | 5,313 | $61.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DHIHorton D R Inc | COM | 4,523 | $65.1 萬 | <0.1% | −49−1.1% | 減碼 | 歷史 |
| iShares Tr464288885 | EAFE GRWTH ETF | 5,802 | $66.1 萬 | <0.1% | 00.0% | 不變 | – |
| RKLBRocket Lab Corp | COM | 9,495 | $66.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TPLTexas Pacific Land Corp | Stock | 2,328 | $66.9 萬 | <0.1% | 00.0% | 不變依 3 比 1 拆股換算 | 歷史 |
| CTSHCognizant Technology Solutions Corp | CL A | 8,251 | $68.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| WWDWoodward, Inc. | COM | 2,316 | $70.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DPZDominos Pizza Inc | COM | 1,725 | $71.9 萬 | <0.1% | −30−1.7% | 減碼 | 歷史 |
| BHSTBioharvest Sciences Inc. | COM NEW | 139,470 | $72.4 萬 | <0.1% | +139,470 | 新進 | 歷史 |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 15,473 | $72.6 萬 | <0.1% | 00.0% | 不變 | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 12,834 | $73.5 萬 | <0.1% | −1,500−10.5% | 減碼 | – |
| JEFJefferies Financial Group Inc. | COM | 11,963 | $74.1 萬 | <0.1% | −1,790−13.0% | 減碼 | 歷史 |
| QQnity Electronics, Inc. | COMMON STOCK | 9,146 | $74.7 萬 | <0.1% | +9,146 | 新進 | 歷史 |
| LINLinde PLC | Stock | 1,777 | $75.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MOAltria Group, Inc. | Stock | 13,255 | $76.4 萬 | <0.1% | +57+0.4% | 加碼 | 歷史 |
| MCOMoodys Corp | Stock | 1,504 | $76.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GBDCGolub Capital BDC, Inc. | COM | 56,976 | $77.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SOSouthern Co | Stock | 8,902 | $77.6 萬 | <0.1% | −841−8.6% | 減碼 | 歷史 |
| DELLDell Technologies Inc. | Stock | 6,229 | $78.4 萬 | <0.1% | +12+0.2% | 加碼 | 歷史 |
| HOODRobinhood Markets, Inc. | Stock | 6,991 | $79.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287630 | RUS 2000 VAL ETF | 4,400 | $79.7 萬 | <0.1% | 00.0% | 不變 | – |
| TELTE Connectivity plc | Stock | 3,510 | $79.9 萬 | <0.1% | −5,412−60.7% | 減碼 | 歷史 |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 25,000 | $81.8 萬 | <0.1% | 00.0% | 不變 | – |
| EDConsolidated Edison Inc | Stock | 8,261 | $82.0 萬 | <0.1% | +141+1.7% | 加碼 | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 1,712 | $82.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CORCencora, Inc. | Stock | 2,440 | $82.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| KMBKimberly Clark Corp | Stock | 8,291 | $83.6 萬 | <0.1% | −44−0.5% | 減碼 | 歷史 |
| SPHSuburban Propane Partners LP | UNIT LTD PARTN | 45,438 | $84.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DEDeere & Co | Stock | 1,826 | $85.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LRCXLam Research Corp | Stock | 4,994 | $85.5 萬 | <0.1% | −160−3.1% | 減碼 | 歷史 |
| PCTPureCycle Technologies, Inc. | COM | 100,000 | $85.9 萬 | <0.1% | +50,000+100.0% | 加碼 | 歷史 |
| KLACKLA Corp | COM NEW | 710 | $86.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| State Street SPDR S&P Aerospace & Defense ETF78464A631 | ETF | 3,618 | $87.3 萬 | <0.1% | −2,625−42.0% | 減碼 | – |
| IOTSamsara Inc. | Stock | 25,215 | $89.4 萬 | <0.1% | +215+0.9% | 加碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 5,855 | $89.7 萬 | <0.1% | −140−2.3% | 減碼依 5 比 1 拆股換算 | 歷史 |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 1,179 | $91.0 萬 | <0.1% | −12−1.0% | 減碼 | 歷史 |
| VanEck ETF Trust92189F791 | JUNIOR GOLD MINE | 8,000 | $91.0 萬 | <0.1% | 00.0% | 不變 | – |
| STESTERIS plc | SHS USD | 3,696 | $93.7 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 |