EW

Evercore Wealth Management, LLC

分散型投资策略趋势追踪型长期持有型

申报总市值

US$63.6亿

申报季度: 2026-03-31 · 持股只数: 722

Evercore Wealth Management, LLC在最新一期 13F 报告中披露了 722 项持股，申报期为 2026-03-31，总持股市值约为 US$63.6亿，季度换手率为 16.8%。

浏览其他10 亿至 100 亿美元机构浏览其他以“E”开头的机构

机构性格雪花图

集中度
9.68
持仓稳定性
16.77
动能／逆势
100
行业集中度
47.39
多样化
100
仓位均衡度
69.77

近期动向

  • 减仓 MSFT

    -3.4%　-US$1.0亿

  • 加仓 SPOT

    +31048.6%　US$7312.4万

  • 减仓 CDW

    -97.6%　-US$6096.8万

  • 加仓 FIX

    -13.5%　US$4032.8万

  • 减仓 BX

    +2.2%　-US$4827.9万

  • 加仓 WMB

    -3.6%　US$2472.1万

持仓地图

新建仓加仓不变减仓

前十大持股占比

本季完整持股清单

仅显示前 418 大持股（共 722 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
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-通信服务4.00%-0.38%-6.88%
5AMZNAmazon.com INC股票-周期性消费3.67%-0.19%-1.97%
6GOOGLAlphabet Inc-cl A股票-通信服务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-工业2.91%+0.79%-13.48%
10AZOAutozone INC股票-周期性消费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-周期性消费2.24%+0.02%-1.84%
15CBChubb Limited股票-金融2.16%—-2.07%
16CBRECbre Group INC - A股票-房地产2.10%-0.25%-0.99%
17TMOThermo Fisher Scientific INC股票-医疗保健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-周期性消费1.93%+0.20%+0.87%
20BLKBlackrock INC股票-金融1.61%-0.09%-2.21%
21COSTCostco Wholesale CORP股票-非周期性消费1.57%+0.29%-1.10%
22DLNWisdomtree US Largecap DividETF-其他1.47%—+1.22%
23UBERUber Technologies INC股票-工业1.31%+0.01%+6.29%
24EOGEog Resources INC股票-能源1.25%+0.40%-0.55%
25GNRCGenerac Holdings INC股票-工业1.19%+0.40%-2.24%
26SPYSs Spdr S&p 500 ETF Trust-usETF-大型股与成长1.18%+0.02%-0.75%
27VOOVanguard S&p 500 ETFETF-大型股与成长1.18%+0.18%+15.48%
28SPOTSpotify Technology S.A.股票-通信服务1.15%+1.15%+31048.56%
29SNSharkNinja, Inc.股票-周期性消费1.12%+0.24%+24.69%
30BLDRBuilders Firstsource INC股票-工业1.04%-0.20%-2.04%
31PGRProgressive CORP股票-金融0.99%—+14.47%
32AMTAmerican Tower CORP股票-房地产0.94%—-3.18%
33ARCCAres Capital CORP股票-金融0.88%+0.01%+6.22%
34IAUIshares Gold TrustETF-避险与商品0.86%+0.12%-0.81%
35CROXCrocs INC股票-周期性消费0.83%—-0.02%
36IVVIshares Core S&p 500 ETFETF-大型股与成长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-周期性消费0.72%—+12.67%
40VEUVanguard Ftse All-world Ex-uETF-其他0.71%+0.30%+56.86%
41TJXTjx Companies INC股票-周期性消费0.68%-0.01%-11.16%
42JAAAJanus Henderson Aaa Clo ETFETF-其他0.61%+0.08%+9.30%
43GLDMSpdr Gold Minishares TrustETF-避险与商品0.58%+0.14%+11.58%
44JNJJohnson & Johnson股票-医疗保健0.51%—-14.84%
45GLDSpdr Gold SharesETF-避险与商品0.49%—-2.04%
46SHWSherwin-williams Co/the股票-原材料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-医疗保健0.39%-0.16%-22.36%
50UNHUnitedhealth Group INC股票-医疗保健0.36%-0.16%-21.62%
1–50 of 418

本季持股变动

Evercore Wealth Management, LLC 在 2026-03-31 最显著的持仓异动： 减仓: Microsoft CORP (MSFT) — 股数 -3.37%; 加仓: Spotify Technology S.A. (SPOT) — 股数 +31048.56%; 减仓: Cdw Corp/de (CDW) — 股数 -97.56%; 减仓: Comfort Systems USA INC (FIX) — 股数 -13.48%; 加仓: Blackstone INC (BX) — 股数 +2.17%.

Evercore Wealth Management, LLC 于截至 2026-03-31 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#代码标的名称占比变动持仓量变化异动类型
1SPOTSpotify Technology S.A.+1.2%+31048.56%加仓
2FIXComfort Systems USA INC+0.8%-13.48%减仓
3WMBWilliams Cos INC+0.5%-3.60%减仓
4GNRCGenerac Holdings INC+0.4%-2.24%减仓
5EOGEog Resources INC+0.4%-0.55%减仓
6VEUVanguard Ftse All-world Ex-u+0.3%+56.86%加仓
7COSTCostco Wholesale CORP+0.3%-1.10%减仓
8SNSharkNinja, Inc.+0.2%+24.69%加仓
9VIKViking Holdings Ltd+0.2%+0.87%加仓
10VOOVanguard S&p 500 ETF+0.2%+15.48%加仓
11DXJWisdomtree Japan Hedged Eq+0.2%+6.20%加仓
12GLDMSpdr Gold Minishares Trust+0.1%+11.58%加仓
13CVXChevron CORP+0.1%-6.14%减仓
14IAUIshares Gold Trust+0.1%-0.81%减仓
15IWBIshares Russell 1000 ETF+0.1%+123.21%加仓
16VGKVanguard Ftse Europe ETF+0.1%+87.50%加仓
17JAAAJanus Henderson Aaa Clo ETF+0.1%+9.30%加仓
18VWOVanguard Ftse Emerging Marke+0.1%+46.93%加仓
19XOMExxon Mobil CORP+0.1%-7.06%减仓
20HDHome Depot INC0%-1.84%减仓
21SPYSs Spdr S&p 500 ETF Trust-us0%-0.75%减仓
22UBERUber Technologies INC0%+6.29%加仓
23ARCCAres Capital CORP0%+6.22%加仓
24TJXTjx Companies INC0%-11.16%减仓
25BRK-BBerkshire Hathaway Inc-cl B0%-3.30%减仓
26IWFIshares Russell 1000 Growth0%-3.14%减仓
27ABTAbbott Laboratories0%-10.30%减仓
28ORCLOracle CORP0%-2.16%减仓
29ADPAutomatic Data Processing0%-1.04%减仓
30ROPRoper Technologies INC-0.1%-8.18%减仓
31BLKBlackrock INC-0.1%-2.21%减仓
32MSMorgan Stanley-0.1%-3.22%减仓
33UNHUnitedhealth Group INC-0.2%-21.62%减仓
34LLYEli Lilly & Co-0.2%-22.36%减仓
35AMZNAmazon.com INC-0.2%-1.97%减仓
36NVDANvidia CORP-0.2%-3.62%减仓
37BLDRBuilders Firstsource INC-0.2%-2.04%减仓
38GOOGLAlphabet Inc-cl A-0.2%-4.97%减仓
39ACNAccenture plc-0.2%-26.97%减仓
40SCHWSchwab (charles) CORP-0.2%-90.28%减仓
41CBRECbre Group INC - A-0.3%-0.99%减仓
42MAMastercard INC - A-0.3%-1.78%减仓
43TMOThermo Fisher Scientific INC-0.3%-2.91%减仓
44AAPLApple INC-0.3%-4.58%减仓
45ADBEAdobe INC-0.3%-3.68%减仓
46JPMJpmorgan Chase & Co-0.3%-9.35%减仓
47GOOGAlphabet Inc-cl C-0.4%-6.88%减仓
48BXBlackstone INC-0.6%+2.17%加仓
49CDWCdw Corp/de-0.9%-97.56%减仓
50MSFTMicrosoft CORP-1.2%-3.37%减仓

FAQ

Evercore Wealth Management, LLC 是什么机构？属于哪种投资人类型？
Evercore Wealth Management, LLC 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-03-31），该机构追踪的股票投资组合估值约为 US$63.6亿，分布在 722 个已申报仓位之中。
Evercore Wealth Management, LLC 目前前几大持股有哪些？
根据最新 13F 申报，Evercore Wealth Management, LLC 按市值排列的前几大持股为： 1. Apple INC (AAPL) — US$3.8亿 (6.0%) 2. Nvidia CORP (NVDA) — US$3.8亿 (6.0%) 3. Microsoft CORP (MSFT) — US$2.9亿 (4.6%) 4. Alphabet Inc-cl C (GOOG) — US$2.5亿 (4.0%) 5. Amazon.com INC (AMZN) — US$2.3亿 (3.7%)
Evercore Wealth Management, LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Evercore Wealth Management, LLC 共进行了 50 项显著调整：新建仓 0 个仓位、加仓 14 个既有持股、减仓 36 个仓位，并完全清仓 0 个持股。 其中幅度最大的异动：减仓: Microsoft CORP (MSFT) — 股数 -3.37%; 加仓: Spotify Technology S.A. (SPOT) — 股数 +31048.56%; 减仓: Cdw Corp/de (CDW) — 股数 -97.56%; 减仓: Comfort Systems USA INC (FIX) — 股数 -13.48%; 加仓: Blackstone INC (BX) — 股数 +2.17%
Evercore Wealth Management, LLC 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，Evercore Wealth Management, LLC 的主要板块分布如下： • Information Technology: 23.0% • Financials: 22.4% • Consumer Discretionary: 17.0% • Communication Services: 9.9% • Industrials: 8.8% • Energy: 5.8%

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