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
410 檔
21.2%
在 Q2 2024 申报期间，Evercore Wealth Management, LLC（CIK: 0001482689）向美国 SEC 提交的 Form 13F 报告显示，其追踪之股票投资组合总市值达 US$70.7亿，共持有 410 个公开申报仓位。
在 Q2 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 38 个仓位并完全清仓 0 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, NVDA 等）合计占整体申报市值的 21.2%，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 410 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 | 6.26% | -0.42% | -1.64% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 5.90% | +0.04% | -1.48% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 4.65% | +0.10% | +892.80% | |
| 4 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.67% | +0.08% | -1.20% | |
| 5 | MA | Mastercard Inc - A | 股票-金融 | 3.08% | -0.25% | -1.23% | |
| 6 | BX | Blackstone Inc | 股票-金融 | 3.04% | -0.18% | -1.75% | |
| 7 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 3.01% | +0.08% | -1.19% | |
| 8 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 2.82% | +0.04% | +2.88% | |
| 9 | AZO | Autozone Inc | 股票-周期性消费 | 2.72% | -0.40% | -0.37% | |
| 10 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 2.63% | -0.18% | -1.09% | |
| 11 | HD | Home Depot Inc | 股票-周期性消费 | 2.57% | -0.10% | -0.61% | |
| 12 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.37% | +0.20% | -1.31% | |
| 13 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.11% | -0.05% | +5.27% | |
| 14 | ADBE | Adobe Inc | 股票-科技 | 2.01% | -0.74% | -0.48% | |
| 15 | MS | Morgan Stanley | 股票-金融 | 1.98% | +0.17% | -0.49% | |
| 16 | CDW | Cdw Corp/de | 股票-科技 | 1.90% | -0.01% | -0.17% | |
| 17 | WMB | Williams Cos Inc | 股票-能源 | 1.90% | -0.24% | -0.63% | |
| 18 | BLDR | Builders Firstsource Inc | 股票-工业 | 1.90% | -0.07% | +0.69% | |
| 19 | ACN | Accenture plc | 股票-科技 | 1.89% | -0.21% | -0.62% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.84% | -0.16% | -1.15% | |
| 21 | CB | Chubb Limited | 股票-金融 | 1.83% | -0.15% | +0.09% | |
| 22 | CBRE | Cbre Group Inc - A | 股票-房地产 | 1.68% | -0.23% | -0.20% | |
| 23 | TJX | Tjx Companies Inc | 股票-周期性消费 | 1.64% | -0.13% | +0.55% | |
| 24 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.61% | -0.25% | -2.94% | |
| 25 | CROX | Crocs Inc | 股票-周期性消费 | 1.45% | +0.19% | +1.43% | |
| 26 | CE | Celanese CORP | 股票-原材料 | 1.45% | — | EXIT | |
| 27 | AMT | American Tower CORP | 股票-房地产 | 1.40% | -0.51% | -6.88% | |
| 28 | STZ | Constellation Brands Inc-a | 股票-非周期性消费 | 1.40% | — | -0.13% | |
| 29 | BLKCHF | Blackrock Inc | 股票-其他 | 1.39% | — | -0.82% | |
| 30 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.35% | -0.06% | -2.60% | |
| 31 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.32% | -0.06% | -0.98% | |
| 32 | DLN | Wisdomtree US Largecap Divid | ETF-其他 | 1.29% | -0.06% | +0.73% | |
| 33 | EOG | Eog Resources Inc | 股票-能源 | 1.21% | -0.18% | +2.78% | |
| 34 | AKX | Ansys Inc | 股票-其他 | 1.10% | — | -1.73% | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.04% | +0.05% | -11.02% | |
| 36 | CVX | Chevron CORP | 股票-能源 | 0.90% | -0.14% | -0.06% | |
| 37 | GNRC | Generac Holdings Inc | 股票-工业 | 0.82% | +0.34% | +0.98% | |
| 38 | NKE | Nike Inc -cl B | 股票-周期性消费 | 0.71% | -0.02% | -5.62% | |
| 39 | POOL | Pool CORP | 股票-工业 | 0.68% | — | +0.01% | |
| 40 | BWA | Borgwarner Inc | 股票-周期性消费 | 0.64% | — | NEW | |
| 41 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.59% | +0.04% | -2.49% | |
| 42 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.58% | +0.05% | -0.13% | |
| 43 | SHW | Sherwin-williams Co/the | 股票-原材料 | 0.51% | -0.03% | -0.89% | |
| 44 | ROP | Roper Technologies Inc | 股票-科技 | 0.48% | -0.06% | -3.00% | |
| 45 | IAU | Ishares Gold Trust | ETF-避险与商品 | 0.47% | -0.19% | -0.65% | |
| 46 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.46% | -0.04% | -2.58% | |
| 47 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.43% | +0.24% | -0.16% | |
| 48 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.33% | — | -1.04% | |
| 49 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.31% | -0.04% | -1.03% | |
| 50 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.27% | -0.12% | -1.53% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.2% | +892.80% | 加仓 |
| 2 | AAPL | Apple Inc | +1% | -1.48% | 减仓 |
| 3 | GOOG | Alphabet Inc-cl C | +0.5% | -1.19% | 减仓 |
| 4 | GOOGL | Alphabet Inc-cl A | +0.4% | -1.31% | 减仓 |
| 5 | MSFT | Microsoft CORP | +0.3% | -1.64% | 减仓 |
| 6 | AMZN | Amazon.com Inc | +0.2% | -1.20% | 减仓 |
| 7 | COST | Costco Wholesale CORP | +0.2% | -2.94% | 减仓 |
| 8 | ADBE | Adobe Inc | +0.2% | -0.48% | 减仓 |
| 9 | UNH | Unitedhealth Group Inc | +0.2% | +2.88% | 加仓 |
| 10 | WMB | Williams Cos Inc | +0.2% | -0.63% | 减仓 |
| 11 | TJX | Tjx Companies Inc | +0.2% | +0.55% | 加仓 |
| 12 | JPM | Jpmorgan Chase & Co | +0.1% | +5.27% | 加仓 |
| 13 | LLY | Eli Lilly & Co | +0.1% | -0.13% | 减仓 |
| 14 | MS | Morgan Stanley | +0.1% | -0.49% | 减仓 |
| 15 | NEE | Nextera Energy Inc | +0.1% | +32.41% | 加仓 |
| 16 | GNRC | Generac Holdings Inc | +0.1% | +0.98% | 加仓 |
| 17 | CROX | Crocs Inc | 0% | +1.43% | 加仓 |
| 18 | DXJ | Wisdomtree Japan Hedged Eq | 0% | NEW | 新建仓 |
| 19 | IWF | Ishares Russell 1000 Growth | 0% | -1.04% | 减仓 |
| 20 | DLN | Wisdomtree US Largecap Divid | 0% | +0.73% | 加仓 |
| 21 | CB | Chubb Limited | 0% | +0.09% | 加仓 |
| 22 | PEP | Pepsico Inc | 0% | -1.03% | 减仓 |
| 23 | DIS | Walt Disney Co/the | 0% | -4.93% | 减仓 |
| 24 | LOW | Lowe's Cos Inc | 0% | -1.53% | 减仓 |
| 25 | MDY | State Street Spdr S&p Midcap | 0% | -8.77% | 减仓 |
| 26 | INTC | Intel CORP | 0% | -5.28% | 减仓 |
| 27 | GTLS | Chart Industries Inc | 0% | -49.62% | 减仓 |
| 28 | JNJ | Johnson & Johnson | -0.1% | -2.58% | 减仓 |
| 29 | BWA | Borgwarner Inc | -0.1% | -2.15% | 减仓 |
| 30 | STZ | Constellation Brands Inc-a | -0.1% | -0.13% | 减仓 |
| 31 | SHW | Sherwin-williams Co/the | -0.1% | -0.89% | 减仓 |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -1.15% | 减仓 |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | -11.02% | 减仓 |
| 34 | BLKCHF | Blackrock Inc | -0.1% | -0.82% | 减仓 |
| 35 | AKX | Ansys Inc | -0.1% | -1.73% | 减仓 |
| 36 | AMT | American Tower CORP | -0.1% | -6.88% | 减仓 |
| 37 | TMO | Thermo Fisher Scientific Inc | -0.2% | -1.09% | 减仓 |
| 38 | CBRE | Cbre Group Inc - A | -0.2% | -0.20% | 减仓 |
| 39 | MCD | Mcdonald's CORP | -0.2% | -0.98% | 减仓 |
| 40 | ABT | Abbott Laboratories | -0.2% | -2.60% | 减仓 |
| 41 | AZO | Autozone Inc | -0.2% | -0.37% | 减仓 |
| 42 | POOL | Pool CORP | -0.2% | +0.01% | 加仓 |
| 43 | NKE | Nike Inc -cl B | -0.2% | -5.62% | 减仓 |
| 44 | BX | Blackstone Inc | -0.2% | -1.75% | 减仓 |
| 45 | ACN | Accenture plc | -0.3% | -0.62% | 减仓 |
| 46 | CDW | Cdw Corp/de | -0.3% | -0.17% | 减仓 |
| 47 | HD | Home Depot Inc | -0.3% | -0.61% | 减仓 |
| 48 | MA | Mastercard Inc - A | -0.3% | -1.23% | 减仓 |
| 49 | CE | Celanese CORP | -0.4% | -1.06% | 减仓 |
| 50 | BLDR | Builders Firstsource Inc | -0.9% | +0.69% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Evercore Wealth Management, LLC 在 Q2 2024 季度的美股持仓总市值约为 US$70.7亿，共申报了 410 个公开持股仓位。
在 Q2 2024 季度，Evercore Wealth Management, LLC 按市值排列的前三大核心持股分别为：MSFT (6.3%)、AAPL (5.9%)、NVDA (4.7%)。其中最大持股仓位 MSFT 占据整体投资组合约 6.3% 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。
本季最大新建仓标的
DXJ
市值: US$208.6万
本季最大获利了结 / 清仓标的
MSFT
前期市值: US$3.8亿
在 Q2 2024 季度中，Evercore Wealth Management, LLC 共进行了 50 项持仓异动，包含新建仓 1 个仓位、加仓 11 个仓位、减仓 38 个仓位以及清仓 0 个仓位。 其中最大新建仓标的为 DXJ。
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。