13F 申报指南13F 概念全攻略
什么是 SEC Form 13F 申报？美股机构大户持股全攻略
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
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CIK: 0001482689
申报总市值
US$70.7亿
US$70.7亿
421 檔
19.0%
Evercore Wealth Management, LLC 在 Q1 2024 季度的美股仓位总计估值为 US$70.7亿，分散于 421 个持仓标的之中，反映其市场参与广度与投资规模。
在 Q1 2024，Evercore Wealth Management, LLC 展现出较为审慎的避险与获利了结姿态。本季共减仓 25 个仓位并完全清仓 3 档持股，调降曝光的仓位数量高于加仓动作。
在资产配置集中度方面，Evercore Wealth Management, LLC 的前 5 大核心持股（包含 MSFT, AAPL, AMZN 等）合计占整体申报市值的 19.0%，反映机构在主要关键仓位上的权重分布。
仅显示前 200 大持股（共 421 只）
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | 股票-科技 | 5.97% | -0.42% | -0.58% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 4.86% | +0.04% | -2.97% | |
| 3 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.45% | +0.08% | -1.73% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 3.41% | +0.10% | -7.26% | |
| 5 | MA | Mastercard Inc - A | 股票-金融 | 3.39% | -0.25% | -0.43% | |
| 6 | BX | Blackstone Inc | 股票-金融 | 3.27% | -0.18% | -0.11% | |
| 7 | AZO | Autozone Inc | 股票-周期性消费 | 2.89% | -0.40% | +0.56% | |
| 8 | HD | Home Depot Inc | 股票-周期性消费 | 2.87% | -0.10% | +0.43% | |
| 9 | BLDR | Builders Firstsource Inc | 股票-工业 | 2.83% | -0.07% | -5.97% | |
| 10 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 2.78% | -0.18% | +0.30% | |
| 11 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 2.65% | +0.04% | +0.80% | |
| 12 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.52% | +0.08% | -0.49% | |
| 13 | CDW | Cdw Corp/de | 股票-科技 | 2.17% | -0.01% | +0.72% | |
| 14 | ACN | Accenture plc | 股票-科技 | 2.16% | -0.21% | +0.13% | |
| 15 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.98% | -0.05% | +0.80% | |
| 16 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.98% | +0.20% | -0.63% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.92% | -0.16% | -0.79% | |
| 18 | MS | Morgan Stanley | 股票-金融 | 1.92% | +0.17% | +1.88% | |
| 19 | CE | Celanese CORP | 股票-原材料 | 1.86% | — | EXIT | |
| 20 | CB | Chubb Limited | 股票-金融 | 1.85% | -0.15% | +0.67% | |
| 21 | CBRE | Cbre Group Inc - A | 股票-房地产 | 1.83% | -0.23% | -0.21% | |
| 22 | ADBE | Adobe Inc | 股票-科技 | 1.83% | -0.74% | +1.45% | |
| 23 | WMB | Williams Cos Inc | 股票-能源 | 1.75% | -0.24% | +1.74% | |
| 24 | AMT | American Tower CORP | 股票-房地产 | 1.53% | -0.51% | -0.72% | |
| 25 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.51% | -0.06% | +0.44% | |
| 26 | TJX | Tjx Companies Inc | 股票-周期性消费 | 1.49% | -0.13% | +1.62% | |
| 27 | BLKCHF | Blackrock Inc | 股票-其他 | 1.48% | — | -0.05% | |
| 28 | STZ | Constellation Brands Inc-a | 股票-非周期性消费 | 1.47% | — | +1.93% | |
| 29 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.47% | -0.06% | -0.19% | |
| 30 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.42% | -0.25% | -4.49% | |
| 31 | CROX | Crocs Inc | 股票-周期性消费 | 1.41% | +0.19% | +4.42% | |
| 32 | DLN | Wisdomtree US Largecap Divid | ETF-其他 | 1.27% | -0.06% | +4.45% | |
| 33 | AKX | Ansys Inc | 股票-其他 | 1.20% | — | -0.06% | |
| 34 | EOG | Eog Resources Inc | 股票-能源 | 1.19% | -0.18% | +9.20% | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.12% | +0.05% | -7.11% | |
| 36 | NKE | Nike Inc -cl B | 股票-周期性消费 | 0.93% | -0.02% | -1.37% | |
| 37 | CVX | Chevron CORP | 股票-能源 | 0.90% | -0.14% | +5.60% | |
| 38 | POOL | Pool CORP | 股票-工业 | 0.89% | — | +2.02% | |
| 39 | GNRC | Generac Holdings Inc | 股票-工业 | 0.77% | +0.34% | +5.75% | |
| 40 | BWA | Borgwarner Inc | 股票-周期性消费 | 0.70% | — | NEW | |
| 41 | SHW | Sherwin-williams Co/the | 股票-原材料 | 0.59% | -0.03% | +0.44% | |
| 42 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.58% | +0.04% | -9.87% | |
| 43 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.51% | -0.04% | -2.08% | |
| 44 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.49% | +0.05% | -11.89% | |
| 45 | ROP | Roper Technologies Inc | 股票-科技 | 0.49% | -0.06% | -3.39% | |
| 46 | IAU | Ishares Gold Trust | ETF-避险与商品 | 0.45% | -0.19% | -1.35% | |
| 47 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.41% | +0.24% | -0.50% | |
| 48 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.33% | -0.04% | -2.35% | |
| 49 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.31% | — | -7.66% | |
| 50 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.26% | -0.12% | -0.61% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.3% | -7.26% | 减仓 |
| 2 | CROX | Crocs Inc | +0.5% | +4.42% | 加仓 |
| 3 | AZO | Autozone Inc | +0.4% | +0.56% | 加仓 |
| 4 | AMZN | Amazon.com Inc | +0.3% | -1.73% | 减仓 |
| 5 | BLDR | Builders Firstsource Inc | +0.3% | -5.97% | 减仓 |
| 6 | MSFT | Microsoft CORP | +0.2% | -0.58% | 减仓 |
| 7 | JPM | Jpmorgan Chase & Co | +0.2% | +0.80% | 加仓 |
| 8 | MA | Mastercard Inc - A | +0.2% | -0.43% | 减仓 |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | -0.79% | 减仓 |
| 10 | CB | Chubb Limited | +0.1% | +0.67% | 加仓 |
| 11 | CDW | Cdw Corp/de | +0.1% | +0.72% | 加仓 |
| 12 | HD | Home Depot Inc | +0.1% | +0.43% | 加仓 |
| 13 | WMB | Williams Cos Inc | +0.1% | +1.74% | 加仓 |
| 14 | STZ | Constellation Brands Inc-a | +0.1% | +1.93% | 加仓 |
| 15 | EOG | Eog Resources Inc | +0.1% | +9.20% | 加仓 |
| 16 | TMO | Thermo Fisher Scientific Inc | +0.1% | +0.30% | 加仓 |
| 17 | DLN | Wisdomtree US Largecap Divid | +0.1% | +4.45% | 加仓 |
| 18 | RSP | Invesco S&p 500 Equal Weight | +0.1% | +142.41% | 加仓 |
| 19 | TJX | Tjx Companies Inc | 0% | +1.62% | 加仓 |
| 20 | CVX | Chevron CORP | 0% | +5.60% | 加仓 |
| 21 | LLY | Eli Lilly & Co | 0% | -11.89% | 减仓 |
| 22 | ARCC | Ares Capital CORP | 0% | +56.64% | 加仓 |
| 23 | NEE | Nextera Energy Inc | 0% | +64.68% | 加仓 |
| 24 | CE | Celanese CORP | 0% | -1.97% | 减仓 |
| 25 | AMAT | Applied Materials Inc | 0% | -1.83% | 减仓 |
| 26 | SHW | Sherwin-williams Co/the | 0% | +0.44% | 加仓 |
| 27 | GOOG | Alphabet Inc-cl C | 0% | -0.49% | 减仓 |
| 28 | GOOGL | Alphabet Inc-cl A | 0% | -0.63% | 减仓 |
| 29 | VOO | Vanguard S&p 500 ETF | 0% | -0.50% | 减仓 |
| 30 | COST | Costco Wholesale CORP | 0% | -4.49% | 减仓 |
| 31 | SGOV | Ishares 0-3 Month Treasury B | 0% | EXIT | 清仓 |
| 32 | CHTR | Charter Communications Inc-a | 0% | EXIT | 清仓 |
| 33 | XLE | Ss Energy Select Sector | 0% | -60.92% | 减仓 |
| 34 | CBRE | Cbre Group Inc - A | -0.1% | -0.21% | 减仓 |
| 35 | ABT | Abbott Laboratories | -0.1% | +0.44% | 加仓 |
| 36 | LBTYA | Liberty Global Ltd. | -0.1% | EXIT | 清仓 |
| 37 | BAC | Bank Of America CORP | -0.1% | -53.65% | 减仓 |
| 38 | TSLA | Tesla Inc | -0.1% | +8.33% | 加仓 |
| 39 | SCHW | Schwab (charles) CORP | -0.1% | -21.82% | 减仓 |
| 40 | BLKCHF | Blackrock Inc | -0.1% | -0.05% | 减仓 |
| 41 | MS | Morgan Stanley | -0.1% | +1.88% | 加仓 |
| 42 | TDG | Transdigm Group Inc | -0.1% | -86.86% | 减仓 |
| 43 | AKX | Ansys Inc | -0.1% | -0.06% | 减仓 |
| 44 | TXN | Texas Instruments Inc | -0.2% | -46.03% | 减仓 |
| 45 | MCD | Mcdonald's CORP | -0.2% | -0.19% | 减仓 |
| 46 | NKE | Nike Inc -cl B | -0.2% | -1.37% | 减仓 |
| 47 | AMT | American Tower CORP | -0.3% | -0.72% | 减仓 |
| 48 | UNH | Unitedhealth Group Inc | -0.4% | +0.80% | 加仓 |
| 49 | ADBE | Adobe Inc | -0.5% | +1.45% | 加仓 |
| 50 | AAPL | Apple Inc | -1.2% | -2.97% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Evercore Wealth Management, LLC 在 Q1 2024 季度的美股持仓总市值约为 US$70.7亿，共申报了 421 个公开持股仓位。
在 Q1 2024 季度，Evercore Wealth Management, LLC 按市值排列的前三大核心持股分别为：MSFT (6.0%)、AAPL (4.9%)、AMZN (3.5%)。其中最大持股仓位 MSFT 占据整体投资组合约 6.0% 的权重。
精选 AlphaSMO 大户持股与内部人交易深度分析，提升投资决策胜率
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
本季最大获利了结 / 清仓标的
LBTYA
前期市值: US$288.9万
在 Q1 2024 季度中，Evercore Wealth Management, LLC 共进行了 50 项持仓异动，包含新建仓 0 个仓位、加仓 22 个仓位、减仓 25 个仓位以及清仓 3 个仓位。 本季清仓仓位包含 LBTYA。
本页面所有持股数据均直接同步自美国证券交易委员会（SEC）EDGAR 官方系统之 13F-HR / 13F-HR/A 季度申报文件。AlphaSMO 通过机器解析 CUSIP 与个股对照，提供 100% 精准对齐的历史时序数据集，并支持 Schema.org 结构化数据格式。
解析公司高管、董事与 10% 大股东之 Form 4 内部人交易申报，掌握高管自家股票买卖第一手信号。
深入剖析 5% 股权申报门槛、13D 与 13G 之差异，以及最新 SEC 申报时程规范，洞察机构法人的激进投资动向。