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

EverSource Wealth Advisors, LLC

报告期 2026-03-31 · CIK 0001710537

持仓数

4,386

前50大市值合计

$1.76B

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*

VUG VANGUARD GROWTH ETF

ETF

$159.7M

365,669

9.1%

VEA VANGUARD FTSE DEVELOPED MARKETS ETF

ETF

$125.6M

1,960,679

7.1%

VTV VANGUARD VALUE ETF

ETF

$125.2M

638,267

7.1%

PRXG PRAXIS IMPACT LARGE CAP GROWTH ETF

ETF

$78.9M

2,399,648

4.5%

PRXV PRAXIS IMPACT LARGE CAP VALUE ETF

ETF

$73.5M

2,362,628

4.2%

AAPL APPLE INC COM

Stock

$64.7M

254,789

3.7%

IAU iShares Gold Trust ETF

ETF

$58.8M

666,445

3.3%

NVDA NVIDIA CORPORATION COM

Stock

$47.7M

273,540

2.7%

BSV VANGUARD SHORT-TERM BOND ETF

ETF

$44.3M

564,718

2.5%

BIL STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF

ETF

$43.9M

479,367

2.5%

VWO VANGUARD FTSE EMERGING MARKETS ETF

ETF

$42.2M

780,631

2.4%

VTI VANGUARD TOTAL STOCK MARKET ETF

ETF

$39.0M

121,578

2.2%

BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF

ETF

$36.5M

760,455

2.1%

MSFT MICROSOFT CORP COM

Stock

$35.3M

95,488

2.0%

GOOGL ALPHABET INC CAP STK CL A

Stock

$34.9M

121,438

2.0%

AMZN AMAZON COM INC COM

Stock

$33.8M

162,143

1.9%

COWZ PACER US CASH COWS 100 ETF

ETF

$32.4M

518,469

1.8%

TSLA TESLA INC COM

Stock

$32.2M

86,484

1.8%

AVGO BROADCOM INC COM

Stock

$31.9M

102,979

1.8%

VOO VANGUARD S&P 500 ETF

ETF

$29.1M

48,650

1.6%

APO APOLLO GLOBAL MGMT INC COM

Stock

$29.0M

260,401

1.6%

VB VANGUARD SMALL-CAP ETF

ETF

$28.8M

110,024

1.6%

VIG VANGUARD DIVIDEND APPRECIATION ETF

ETF

$27.3M

126,760

1.5%

DFAC DIMENSIONAL U.S. CORE EQUITY 2 ETF

ETF

$26.8M

689,740

1.5%

FBTC FIDELITY WISE ORIGIN BITCOIN FUND

ETF

$26.7M

452,375

1.5%

AVDE AVANTIS INTERNATIONAL EQUITY ETF

ETF

$23.5M

277,376

1.3%

GOOG ALPHABET INC CAP STK CL C

Stock

$21.1M

73,566

1.2%

IVV ISHARES CORE S&P 500 ETF

ETF

$21.0M

32,099

1.2%

VSLU APPLIED FINANCE VALUATION LARGE CAP ETF

ETF

$20.9M

500,722

1.2%

— ASML HLDG NV N Y REGISTRY SHS

ADR

$19.9M

15,058

1.1%

DGRO ISHARES CORE DIVIDEND GROWTH ETF

ETF

$19.9M

282,858

1.1%

PLTR PALANTIR TECHNOLOGIES INC CL A

Stock

$19.9M

135,699

1.1%

SPY STATE STREET SPDR S&P 500 ETF

ETF

$19.6M

30,081

1.1%

VBIL VANGUARD 0-3 MONTH TREASURY BILL ETF

ETF

$19.2M

253,575

1.1%

AMAT APPLIED MATLS INC COM

Stock

$19.2M

56,093

1.1%

CGUS CAPITAL GROUP CORE EQUITY ETF

ETF

$19.1M

495,894

1.1%

DFIC DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF

ETF

$18.7M

526,521

1.1%

VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF

ETF

$18.7M

235,621

1.1%

RWL INVESCO S&P 500 REVENUE ETF

ETF

$18.2M

158,033

1.0%

VMBS VANGUARD MORTGAGE-BACKED SECURITIES ETF

ETF

$18.0M

384,290

1.0%

BIV VANGUARD INTERMEDIATE-TERM BOND ETF

ETF

$17.2M

222,339

1.0%

BSVO EA BRIDGEWAY OMNI SMALL-CAP VALUE ETF

ETF

$16.4M

647,398

0.9%

CGXU CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF

ETF

$16.3M

552,499

0.9%

SOVF Sovereigns Capital Flourish Fund

ETF

$16.1M

600,714

0.9%

BLV VANGUARD LONG-TERM BOND ETF

ETF

$15.9M

231,633

0.9%

VGIT VANGUARD INTERMEDIATE-TERM TREASURY ETF

ETF

$15.8M

265,925

0.9%

QQQ INVESCO QQQ TRUST SERIES I

ETF

$15.6M

27,109

0.9%

PYLD PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND

ETF

$15.6M

596,847

0.9%

CGCP CAPITAL GROUP CORE PLUS INCOME ETF

ETF

$15.5M

692,902

0.9%

META META PLATFORMS INC CL A

Stock

$15.4M

26,980

0.9%

* 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

36%前 6 大占比

VUG9.1%VEA7.1%VTV7.1%PRXG4.5%PRXV4.2%AAPL3.7%