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Evercore Wealth Management, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Evercore Wealth Management, LLC

报告期 2026-03-31 · CIK 0001482689

持仓数

418

前50大市值合计

$5.51B

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

AAPL APPLE INC

COM

$381.8M

1,504,338

6.9%

NVDA NVIDIA CORPORATION

COM

$380.7M

2,182,929

6.9%

MSFT MICROSOFT CORP

COM

$290.3M

784,201

5.3%

GOOG ALPHABET INC

CAP STK CL C

$254.6M

887,425

4.6%

AMZN AMAZON COM INC

COM

$233.7M

1,122,187

4.2%

GOOGL ALPHABET INC

CAP STK CL A

$205.3M

714,008

3.7%

MA MASTERCARD INCORPORATED

CL A

$195.9M

392,062

3.6%

MS MORGAN STANLEY

COM NEW

$193.8M

1,177,393

3.5%

FIX COMFORT SYS USA INC

COM

$185.2M

134,308

3.4%

AZO AUTOZONE INC

COM

$173.7M

51,425

3.2%

WMB WILLIAMS COS INC

COM

$172.5M

2,370,634

3.1%

JPM JPMORGAN CHASE & CO

COM

$156.5M

532,133

2.8%

BX BLACKSTONE INC

COM

$154.7M

1,345,665

2.8%

HD HOME DEPOT INC

COM

$142.1M

432,199

2.6%

— CHUBB LTD SWITZ

COM

$137.1M

420,570

2.5%

CBRE CBRE GROUP INC

CL A

$133.7M

987,081

2.4%

TMO THERMO FISHER SCIENTIFIC INC

COM

$131.1M

266,753

2.4%

BRK/B BERKSHIRE HATHAWAY INC DEL

CL B NEW

$123.5M

257,658

2.2%

— VIKING HOLDINGS LTD

ORD SHS

$122.9M

1,672,216

2.2%

BLK BLACKROCK INC

COM

$102.1M

106,170

1.9%

COST COSTCO WHOLESALE CORPORATION

COM

$99.8M

100,119

1.8%

DLN WISDOMTREE TR

US LARGECAP DIVD

$93.5M

1,046,430

1.7%

UBER UBER TECHNOLOGIES INC

COM

$83.2M

1,156,032

1.5%

EOG EOG RES INC

COM

$79.4M

549,203

1.4%

GNRC GENERAC HLDGS INC

COM

$75.4M

386,149

1.4%

SPY STATE STR SPDR S&P 500 ETF T

TR UNIT

$75.2M

115,674

1.4%

VOO VANGUARD INDEX FDS

S&P 500 ETF SHS

$75.0M

125,464

1.4%

— SPOTIFY TECHNOLOGY S A

SHS

$73.4M

151,382

1.3%

— SHARKNINJA INC

COM SHS

$71.0M

670,411

1.3%

BLDR BUILDERS FIRSTSOURCE INC

COM

$66.1M

802,718

1.2%

PGR PROGRESSIVE CORP

COM

$62.9M

317,370

1.1%

AMT AMERICAN TOWER CORP

COM

$59.7M

346,150

1.1%

ARCC ARES CAPITAL CORP

COM

$56.2M

3,121,008

1.0%

IAU ISHARES GOLD TR

ISHARES NEW

$54.7M

620,632

1.0%

CROX CROCS INC

COM

$53.0M

638,147

1.0%

IVV ISHARES TR

CORE S&P500 ETF

$52.2M

79,941

0.9%

ADBE ADOBE INC

COM

$49.3M

202,873

0.9%

DXJ WISDOMTREE TR

JAPN HEDGE EQT

$48.8M

307,624

0.9%

MELI MERCADOLIBRE INC

COM

$46.0M

26,601

0.8%

VEU VANGUARD INTL EQUITY INDEX F

ALLWRLD EX US

$45.1M

601,164

0.8%

TJX TJX COS INC NEW

COM

$43.4M

271,930

0.8%

JAAA JANUS DETROIT STR TR

HENDRSON AAA CL

$39.1M

775,551

0.7%

GLDM WORLD GOLD TR

SPDR GLD MINIS

$36.6M

394,869

0.7%

JNJ JOHNSON & JOHNSON

COM

$32.5M

133,122

0.6%

GLD SPDR GOLD TR

GOLD SHS

$31.1M

72,330

0.6%

SHW SHERWIN WILLIAMS CO

COM

$30.6M

95,482

0.6%

CVX CHEVRON CORPORATION

COM

$29.9M

144,505

0.5%

IWF ISHARES TR

RUS 1000 GRW ETF

$25.5M

59,742

0.5%

LLY ELI LILLY & CO

COM

$24.9M

27,054

0.5%

UNH UNITEDHEALTH GROUP INC

COM

$22.9M

84,660

0.4%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

32%前 6 大占比

AAPL6.9%NVDA6.9%MSFT5.3%GOOG4.6%AMZN4.2%GOOGL3.7%