Evercore Wealth Management, LLC 13F 持仓 · 2026年Q2
Evercore Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 433 只证券，申报市值合计 70.68 亿美元。前几大持仓：NVDA（6.09%）、AAPL（6.04%）、MSFT（4.14%）。本季前 25 大持仓中：增持 5 只、减持 20 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $430.5M | 6.09% | 2.2M | 减持 |
| 2 | AAPL | APPLE INC | $426.8M | 6.04% | 1.5M | 减持 |
| 3 | MSFT | MICROSOFT CORP | $292.3M | 4.14% | 783,550 | 减持 |
| 4 | GOOG | ALPHABET INC | $288.1M | 4.08% | 815,308 | 减持 |
| 5 | AMZN | AMAZON COM INC | $265.5M | 3.76% | 1.1M | 减持 |
| 6 | GOOGL | ALPHABET INC | $242.3M | 3.43% | 677,951 | 减持 |
| 7 | MS | MORGAN STANLEY | $227.5M | 3.22% | 1.1M | 减持 |
| 8 | FIX | COMFORT SYS USA INC | $222.8M | 3.15% | 112,392 | 减持 |
| 9 | MA | MASTERCARD INCORPORATED | $200.1M | 2.83% | 389,561 | 减持 |
| 10 | WMB | WILLIAMS COS INC | $174.5M | 2.47% | 2.3M | 减持 |
| 11 | JPM | JPMORGAN CHASE & CO | $170.1M | 2.41% | 519,610 | 减持 |
| 12 | AZO | AUTOZONE INC | $164.9M | 2.33% | 51,587 | 增持 |
| 13 | BX | BLACKSTONE INC | $158.8M | 2.25% | 1.3M | 增持 |
| 14 | VIK | VIKING HOLDINGS LTD | $153.3M | 2.17% | 1.5M | 减持 |
| 15 | HD | HOME DEPOT INC | $151.4M | 2.14% | 429,314 | 减持 |
| 16 | CB | CHUBB LIMITED | $141.8M | 2.01% | 416,081 | 减持 |
| 17 | TMO | THERMO FISHER SCIENTIFIC INC | $132.9M | 1.88% | 265,163 | 减持 |
| 18 | CBRE | CBRE GROUP INC | $132.4M | 1.87% | 982,835 | 减持 |
| 19 | BRKB | BERKSHIRE HATHAWAY INC DEL | $125.8M | 1.78% | 251,501 | 减持 |
| 20 | GNRC | GENERAC HLDGS INC | $108.5M | 1.53% | 370,495 | 减持 |
| 21 | SN | SHARKNINJA INC | $107.7M | 1.52% | 707,286 | 增持 |
| 22 | BLK | BLACKROCK INC | $101.7M | 1.44% | 105,813 | 减持 |
| 23 | VOO | VANGUARD INDEX FDS | $100.4M | 1.42% | 146,121 | 增持 |
| 24 | DLN | WISDOMTREE TR | $99.7M | 1.41% | 1.0M | 减持 |
| 25 | APH | AMPHENOL CORP | $98.2M | 1.39% | 556,817 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR