EW

Evercore Wealth Management, LLC

分散型投資策略趨勢追蹤型長期持有型

申報總市值

US$63.6億

申報季度: 2026-03-31 · 持股檔數: 722

Evercore Wealth Management, LLC在最新一期 13F 報告中揭露了 722 項持股，申報期為 2026-03-31，總持股市值約為 US$63.6億，季度換手率為 16.8%。

機構性格雪花圖

集中度
9.68
持倉穩定性
16.77
動能／逆勢
100
產業集中度
47.39
多樣化
100
倉位均衡度
69.77

近期動向

  • 減碼 MSFT

    -3.4%　-US$1.0億

  • 加碼 SPOT

    +31048.6%　US$7312.4萬

  • 減碼 CDW

    -97.6%　-US$6096.8萬

  • 加碼 FIX

    -13.5%　US$4032.8萬

  • 減碼 BX

    +2.2%　-US$4827.9萬

  • 加碼 WMB

    -3.6%　US$2472.1萬

持倉地圖

新建倉加碼不變減碼

前十大持股佔比

本季完整持股清單

僅顯示前 418 大持股（共 722 檔）

#代號標的名稱資產子類別佔比佔比變動持倉量變化4Q Trend
1AAPLApple INC股票-科技6.00%-0.28%-4.58%
2NVDANvidia CORP股票-科技5.99%-0.20%-3.62%
3MSFTMicrosoft CORP股票-科技4.56%-1.19%-3.37%
4GOOGAlphabet Inc-cl C股票-通訊服務4.00%-0.38%-6.88%
5AMZNAmazon.com INC股票-循環性消費3.67%-0.19%-1.97%
6GOOGLAlphabet Inc-cl A股票-通訊服務3.23%-0.22%-4.97%
7MAMastercard INC - A股票-金融3.08%-0.26%-1.78%
8MSMorgan Stanley股票-金融3.05%-0.11%-3.22%
9FIXComfort Systems USA INC股票-工業2.91%+0.79%-13.48%
10AZOAutozone INC股票-循環性消費2.73%—-1.03%
11WMBWilliams Cos INC股票-能源2.71%+0.54%-3.60%
12JPMJpmorgan Chase & Co股票-金融2.46%-0.31%-9.35%
13BXBlackstone INC股票-金融2.43%-0.55%+2.17%
14HDHome Depot INC股票-循環性消費2.24%+0.02%-1.84%
15CBChubb Limited股票-金融2.16%—-2.07%
16CBRECbre Group INC - A股票-房地產2.10%-0.25%-0.99%
17TMOThermo Fisher Scientific INC股票-醫療保健2.06%-0.27%-2.91%
18BRK-BBerkshire Hathaway Inc-cl B股票-其他1.94%-0.02%-3.30%
19VIKViking Holdings Ltd股票-循環性消費1.93%+0.20%+0.87%
20BLKBlackrock INC股票-金融1.61%-0.09%-2.21%
21COSTCostco Wholesale CORP股票-非循環性消費1.57%+0.29%-1.10%
22DLNWisdomtree US Largecap DividETF-其他1.47%—+1.22%
23UBERUber Technologies INC股票-工業1.31%+0.01%+6.29%
24EOGEog Resources INC股票-能源1.25%+0.40%-0.55%
25GNRCGenerac Holdings INC股票-工業1.19%+0.40%-2.24%
26SPYSs Spdr S&p 500 ETF Trust-usETF-大型股與成長1.18%+0.02%-0.75%
27VOOVanguard S&p 500 ETFETF-大型股與成長1.18%+0.18%+15.48%
28SPOTSpotify Technology S.A.股票-通訊服務1.15%+1.15%+31048.56%
29SNSharkNinja, Inc.股票-循環性消費1.12%+0.24%+24.69%
30BLDRBuilders Firstsource INC股票-工業1.04%-0.20%-2.04%
31PGRProgressive CORP股票-金融0.99%—+14.47%
32AMTAmerican Tower CORP股票-房地產0.94%—-3.18%
33ARCCAres Capital CORP股票-金融0.88%+0.01%+6.22%
34IAUIshares Gold TrustETF-避險與商品0.86%+0.12%-0.81%
35CROXCrocs INC股票-循環性消費0.83%—-0.02%
36IVVIshares Core S&p 500 ETFETF-大型股與成長0.82%—+1.69%
37ADBEAdobe INC股票-科技0.78%-0.30%-3.68%
38DXJWisdomtree Japan Hedged EqETF-其他0.77%+0.16%+6.20%
39MELIMercadolibre INC股票-循環性消費0.72%—+12.67%
40VEUVanguard Ftse All-world Ex-uETF-其他0.71%+0.30%+56.86%
41TJXTjx Companies INC股票-循環性消費0.68%-0.01%-11.16%
42JAAAJanus Henderson Aaa Clo ETFETF-其他0.61%+0.08%+9.30%
43GLDMSpdr Gold Minishares TrustETF-避險與商品0.58%+0.14%+11.58%
44JNJJohnson & Johnson股票-醫療保健0.51%—-14.84%
45GLDSpdr Gold SharesETF-避險與商品0.49%—-2.04%
46SHWSherwin-williams Co/the股票-原物料0.48%—-3.38%
47CVXChevron CORP股票-能源0.47%+0.13%-6.14%
48IWFIshares Russell 1000 GrowthETF-其他0.40%-0.03%-3.14%
49LLYEli Lilly & Co股票-醫療保健0.39%-0.16%-22.36%
50UNHUnitedhealth Group INC股票-醫療保健0.36%-0.16%-21.62%
1–50 of 418

本季持股變動

Evercore Wealth Management, LLC 在 2026-03-31 最顯著的持倉異動： 減碼: Microsoft CORP (MSFT) — 股數 -3.37%; 加碼: Spotify Technology S.A. (SPOT) — 股數 +31048.56%; 減碼: Cdw Corp/de (CDW) — 股數 -97.56%; 減碼: Comfort Systems USA INC (FIX) — 股數 -13.48%; 加碼: Blackstone INC (BX) — 股數 +2.17%.

Evercore Wealth Management, LLC 於截至 2026-03-31 該季申報之持倉異動，含代號、發行人、權重變化、股數變化與操作類型
#代號標的名稱佔比變動持倉量變化異動類型
1SPOTSpotify Technology S.A.+1.2%+31048.56%加碼
2FIXComfort Systems USA INC+0.8%-13.48%減碼
3WMBWilliams Cos INC+0.5%-3.60%減碼
4GNRCGenerac Holdings INC+0.4%-2.24%減碼
5EOGEog Resources INC+0.4%-0.55%減碼
6VEUVanguard Ftse All-world Ex-u+0.3%+56.86%加碼
7COSTCostco Wholesale CORP+0.3%-1.10%減碼
8SNSharkNinja, Inc.+0.2%+24.69%加碼
9VIKViking Holdings Ltd+0.2%+0.87%加碼
10VOOVanguard S&p 500 ETF+0.2%+15.48%加碼
11DXJWisdomtree Japan Hedged Eq+0.2%+6.20%加碼
12GLDMSpdr Gold Minishares Trust+0.1%+11.58%加碼
13CVXChevron CORP+0.1%-6.14%減碼
14IAUIshares Gold Trust+0.1%-0.81%減碼
15IWBIshares Russell 1000 ETF+0.1%+123.21%加碼
16VGKVanguard Ftse Europe ETF+0.1%+87.50%加碼
17JAAAJanus Henderson Aaa Clo ETF+0.1%+9.30%加碼
18VWOVanguard Ftse Emerging Marke+0.1%+46.93%加碼
19XOMExxon Mobil CORP+0.1%-7.06%減碼
20HDHome Depot INC0%-1.84%減碼
21SPYSs Spdr S&p 500 ETF Trust-us0%-0.75%減碼
22UBERUber Technologies INC0%+6.29%加碼
23ARCCAres Capital CORP0%+6.22%加碼
24TJXTjx Companies INC0%-11.16%減碼
25BRK-BBerkshire Hathaway Inc-cl B0%-3.30%減碼
26IWFIshares Russell 1000 Growth0%-3.14%減碼
27ABTAbbott Laboratories0%-10.30%減碼
28ORCLOracle CORP0%-2.16%減碼
29ADPAutomatic Data Processing0%-1.04%減碼
30ROPRoper Technologies INC-0.1%-8.18%減碼
31BLKBlackrock INC-0.1%-2.21%減碼
32MSMorgan Stanley-0.1%-3.22%減碼
33UNHUnitedhealth Group INC-0.2%-21.62%減碼
34LLYEli Lilly & Co-0.2%-22.36%減碼
35AMZNAmazon.com INC-0.2%-1.97%減碼
36NVDANvidia CORP-0.2%-3.62%減碼
37BLDRBuilders Firstsource INC-0.2%-2.04%減碼
38GOOGLAlphabet Inc-cl A-0.2%-4.97%減碼
39ACNAccenture plc-0.2%-26.97%減碼
40SCHWSchwab (charles) CORP-0.2%-90.28%減碼
41CBRECbre Group INC - A-0.3%-0.99%減碼
42MAMastercard INC - A-0.3%-1.78%減碼
43TMOThermo Fisher Scientific INC-0.3%-2.91%減碼
44AAPLApple INC-0.3%-4.58%減碼
45ADBEAdobe INC-0.3%-3.68%減碼
46JPMJpmorgan Chase & Co-0.3%-9.35%減碼
47GOOGAlphabet Inc-cl C-0.4%-6.88%減碼
48BXBlackstone INC-0.6%+2.17%加碼
49CDWCdw Corp/de-0.9%-97.56%減碼
50MSFTMicrosoft CORP-1.2%-3.37%減碼

FAQ

Evercore Wealth Management, LLC 是什麼機構？屬於哪種投資人類型？
Evercore Wealth Management, LLC 是一家投資管理機構，每季依規定向 SEC 申報 Form 13F，揭露其在美國上市股票的持倉資訊。根據最新一期申報（2026-03-31），該機構追蹤的股票投資組合估值約為 US$63.6億，分佈在 722 個已申報部位之中。
Evercore Wealth Management, LLC 目前前幾大持股有哪些？
根據最新 13F 申報，Evercore Wealth Management, LLC 按市值排列的前幾大持股為： 1. Apple INC (AAPL) — US$3.8億 (6.0%) 2. Nvidia CORP (NVDA) — US$3.8億 (6.0%) 3. Microsoft CORP (MSFT) — US$2.9億 (4.6%) 4. Alphabet Inc-cl C (GOOG) — US$2.5億 (4.0%) 5. Amazon.com INC (AMZN) — US$2.3億 (3.7%)
Evercore Wealth Management, LLC 在最新一期 13F 申報中做了哪些操作？
在最新申報季度中，Evercore Wealth Management, LLC 共進行了 50 項顯著調整：新建倉 0 個部位、加碼 14 個既有持股、減碼 36 個部位，並完全清倉 0 個持股。 其中幅度最大的異動：減碼: Microsoft CORP (MSFT) — 股數 -3.37%; 加碼: Spotify Technology S.A. (SPOT) — 股數 +31048.56%; 減碼: Cdw Corp/de (CDW) — 股數 -97.56%; 減碼: Comfort Systems USA INC (FIX) — 股數 -13.48%; 加碼: Blackstone INC (BX) — 股數 +2.17%
Evercore Wealth Management, LLC 主要集中投資哪些產業板塊？
根據目前已申報的股票投資組合，Evercore Wealth Management, LLC 的主要板塊分佈如下： • Information Technology: 23.0% • Financials: 22.4% • Consumer Discretionary: 17.0% • Communication Services: 9.9% • Industrials: 8.8% • Energy: 5.8%