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Evercore财富管理 · 13F 持仓分析
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Evercore财富管理

Evercore Wealth Management, LLCNo.756 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$70.68亿
环比变动 Q1 2026
+$7.08亿+11.1%
持仓股票数
433
新买入
33
加仓
86
减仓
174
清仓
18
持股不变
140
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
英伟达NVDA
6.09%5.99%$4.30亿215.1万股$3.81亿218.3万股-3.1万股-1.44%减仓
苹果AAPL
6.04%6%$4.27亿147.5万股$3.82亿150.4万股-2.9万股-1.95%减仓
微软MSFT
4.14%4.56%$2.92亿78.4万股$2.90亿78.4万股-651股-0.08%减仓
AAlphabet Inc Class CGOOG
4.08%4%$2.88亿81.5万股$2.55亿88.7万股-7.2万股-8.13%减仓
亚马逊AMZN
3.76%3.67%$2.66亿111.4万股$2.34亿112.2万股-8,215股-0.73%减仓
谷歌AGOOGL
3.43%3.23%$2.42亿67.8万股$2.05亿71.4万股-3.6万股-5.05%减仓
摩根士丹利MS
3.22%3.05%$2.27亿108.8万股$1.94亿117.7万股-8.9万股-7.58%减仓
CCOMFORT SYS USAFIX
3.15%2.91%$2.23亿11.2万股$1.85亿13.4万股-2.2万股-16.32%减仓
万事达MA
2.83%3.08%$2.00亿39.0万股$1.96亿39.2万股-2,501股-0.64%减仓
威廉姆斯WMB
2.47%2.71%$1.75亿234.8万股$1.73亿237.1万股-2.3万股-0.96%减仓
摩根大通JPM
2.41%2.46%$1.70亿52.0万股$1.57亿53.2万股-1.3万股-2.35%减仓
汽车地带AZO
2.33%2.73%$1.65亿5.2万股$1.74亿5.1万股+162股+0.32%加仓
黑石集团BX
2.25%2.43%$1.59亿134.9万股$1.55亿134.6万股+3,504股+0.26%加仓
VIKING ORD SHSVIK
2.17%1.93%$1.53亿146.5万股$1.23亿167.2万股-20.7万股-12.39%减仓
家得宝HD
2.14%2.24%$1.51亿42.9万股$1.42亿43.2万股-2,885股-0.67%减仓
CHUBB LIMITEDCB
2.01%2.16%$1.42亿41.6万股$1.37亿42.1万股-4,489股-1.07%减仓
T赛默飞世尔TMO
1.88%2.06%$1.33亿26.5万股$1.31亿26.7万股-1,590股-0.60%减仓
CCBRE CL ACBRE
1.87%2.1%$1.32亿98.3万股$1.34亿98.7万股-4,246股-0.43%减仓
伯克希尔哈撒韦BRK.B
1.78%1.94%$1.26亿25.2万股$1.23亿25.8万股-6,157股-2.39%减仓
GeneracGNRC
1.53%1.19%$1.08亿37.0万股$7,542.6万38.6万股-1.6万股-4.05%减仓
EAST WEST BANCORPEWBC
1.52%1.12%$1.08亿70.7万股$7,099.7万67.0万股+3.7万股+5.50%加仓
贝莱德·INC COMBLK
1.44%1.61%$1.02亿10.6万股$1.02亿10.6万股-357股-0.34%减仓
V先锋领航指数基金VOO
1.42%1.18%$1.00亿14.6万股$7,497.1万12.5万股+2.1万股+16.46%加仓
WWisdomTree信托DLN
1.41%1.47%$9,973.6万103.5万股$9,347.8万104.6万股-1.1万股-1.05%减仓
安费诺APH
1.39%0.11%$9,817.8万55.7万股$705.1万5.6万股+50.1万股+897.77%加仓
好市多COST
1.32%1.57%$9,308.5万10.0万股$9,976.2万10.0万股-613股-0.61%减仓
博通AVGO
1.32%0.16%$9,305.9万24.6万股$986.9万3.2万股+21.4万股+672.62%加仓
优步UBER
1.25%1.31%$8,800.3万122.0万股$8,315.3万115.6万股+6.4万股+5.49%加仓
SSPDR标普500 ETFSPY
1.23%1.18%$8,677.6万11.6万股$7,522.8万11.6万股+527股+0.46%加仓
SPOTIFY TECHNOLOGY SHSSPOT
1.09%1.15%$7,718.1万16.8万股$7,340.7万15.1万股+1.7万股+11.05%加仓
EOG资源EOG
1.07%1.25%$7,570.4万58.4万股$7,939.8万54.9万股+3.4万股+6.25%加仓
CROCSCROX
1.02%0.83%$7,176.4万59.5万股$5,297.9万63.8万股-4.3万股-6.78%减仓
LENNARLEN
0.97%1.04%$6,882.3万76.9万股$6,608.8万80.3万股-3.4万股-4.18%减仓
PROGRESSIVEPGR
0.95%0.99%$6,738.7万30.8万股$6,291.5万31.7万股-8,893股-2.80%减仓
V先锋领航国际股票指数基金VEU
0.87%0.71%$6,158.3万73.5万股$4,514.7万60.1万股+13.4万股+22.32%加仓
IiShares安硕信托IVV
0.86%0.82%$6,045.7万8.1万股$5,221.8万8.0万股+788股+0.99%加仓
ServiceNowNOW
0.83%0.01%$5,848.3万58.9万股$52.6万5,030股+58.4万股+11,611.07%加仓
ARES CAPITALARCC
0.79%0.88%$5,572.5万300.7万股$5,624.1万312.1万股-11.4万股-3.64%减仓
WWisdomTree·JAPANDXJ
0.76%0.77%$5,392.4万31.1万股$4,878.3万30.8万股+3,141股+1.02%加仓
IiShares黄金信托IAU
0.67%0.86%$4,741.8万62.8万股$5,471.5万62.1万股+7,332股+1.18%加仓
J骏利亨德森JAAA
0.63%0.61%$4,460.8万88.3万股$3,906.5万77.6万股+10.8万股+13.92%加仓
TJXTJX
0.55%0.68%$3,916.3万25.8万股$4,342.7万27.2万股-1.3万股-4.94%减仓
WWORLD GOLD TRGLD
0.49%0.58%$3,480.8万43.8万股$3,660.0万39.5万股+4.3万股+10.99%加仓
强生JNJ
0.47%0.51%$3,304.4万13.0万股$3,254.0万13.3万股-3,013股-2.26%减仓
宣伟SHW
0.45%0.48%$3,186.0万9.3万股$3,060.7万9.5万股-2,952股-3.09%减仓
礼来LLY
0.44%0.39%$3,094.3万2.6万股$2,488.3万2.7万股-1,256股-4.64%减仓
AMERICAN TOWER COMAMT
0.43%0.94%$3,037.6万18.6万股$5,973.9万34.6万股-16.0万股-46.35%减仓
CASEYS GEN STORESCASY
0.42%$2,989.9万3.8万股$00股+3.8万股新买入
联合健康UNH
0.4%0.36%$2,861.4万6.9万股$2,290.8万8.5万股-1.6万股-18.68%减仓
IiShares安硕·RUSSELLIWF
0.4%0.4%$2,860.9万23.0万股$2,547.4万6.0万股+17.1万股+285.66%加仓

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