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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
$1.76B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 150 项
建仓 5
增持 113
减持 29
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
VNLA
JANUS HENDERSON SHORT DURATION INCOME ETF
+$6.0M
144,853
+543%
减持
VCSH
VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND
-$5.1M
169,875
-25%
减持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
-$2.7M
339,284
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
-9%
增持
GSIE
GOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETF
+$2.6M
182,712
+88%
减持
VGIT
VANGUARD INTERMEDIATE-TERM GOVERNMENT BOND ETF
-$2.3M
74,798
-29%
建仓
SCHR
SCHWAB INTERMEDIATE-TERM U.S. TREASURY ETF
+$2.0M
37,491
增持
SFBS
SERVISFIRST BANCSHARES INC COM
+$1.9M
34,628
+110%
减持
MGK
VANGUARD MEGA CAP GROWTH ETF
-$1.8M
20,286
-20%
增持
MSFT
MICROSOFT CORP COM
+$1.5M
27,653
+32%
增持
VOO
VANGUARD S&P 500 ETF
+$1.1M
36,566
+14%
增持
BIBL
INSPIRE 100 ESG ETF
+$1.1M
49,890
+174%
增持
DFAC
DIMENSIONAL U.S. CORE EQUITY 2 ETF
+$951.0K
228,542
+24%
增持
ISMD
INSPIRE SMALL/MID CAP ESG ETF
+$882.0K
27,076
+5426%
增持
VB
VANGUARD SMALL-CAP INDEX FUND
+$847.0K
19,522
+34%
增持
AMZN
AMAZON COM INC COM
+$840.0K
1,394
+25%
增持
AVDV
AVANTIS INTERNATIONAL SMALL CAP VALUE ETF
+$838.0K
18,816
+256%
增持
CDC
VICTORYSHARES US EQ INCOME ENHANCED VOLATILITY WTD ETF
+$825.0K
27,861
+65%
减持
PULS
PGIM ULTRA SHORT BOND ETF
-$791.0K
32,484
-33%
增持
AAPL
APPLE INC COM
+$791.0K
74,619
+8%
减持
MBB
ISHARES MBS ETF
-$752.0K
2,974
-70%
增持
IVV
ISHARES CORE S&P 500 ETF
+$706.0K
5,294
+49%
减持
VMBS
VANGUARD MORTGAGE-BACKED SECURITIES ETF
-$640.0K
123,843
-4%
增持
ABBV
ABBVIE INC COM
+$613.0K
6,087
+121%
增持
WRB
BERKLEY W R CORP COM
+$566.0K
13,801
+222%
增持
SCHD
SCHWAB US DIVIDEND EQUITY ETF
+$561.0K
45,317
+22%
增持
V
VISA INC COM CL A
+$556.0K
7,669
+45%
增持
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
-$553.0K
66,178
+2%
增持
GOOGL
ALPHABET INC CAP STK CL A
+$550.0K
1,031
+29%
减持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
-$542.0K
103,604
-4%
增持
UNH
UNITEDHEALTH GROUP INC COM
+$537.0K
2,557
+68%
增持
AVGO
BROADCOM INC COM
+$529.0K
1,986
+83%
建仓
—
TIMOTHY PLAN HIGH DIVIDEND STOCK ENHANCED ETF
+$528.0K
19,316
减持
VCIT
VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF
-$526.0K
43,389
-6%
建仓
NSP
INSPERITY INC COM
+$521.0K
5,188
减持
VUSB
VANGUARD ULTRA-SHORT BOND ETF
-$496.0K
2,068
-83%
增持
MRSH
MARSH & MCLENNAN COS INC COM
+$475.0K
5,782
+97%
增持
LPLA
LPL FINL HLDGS INC COM
+$469.0K
4,449
+107%
清仓
PPTY
U.S. DIVERSIFIED REAL ESTATE ETF
-$454.0K
0
-100%
增持
CVX
CHEVRON CORP NEW COM
+$446.0K
5,989
+33%
建仓
OEF
ISHARES S&P 100 ETF
+$446.0K
2,135
增持
USIG
ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF
+$432.0K
16,113
+112%
减持
MGV
VANGUARD MEGA CAP VALUE ETF
-$424.0K
54,620
-7%
增持
—
COOPER COS INC COM NEW
+$419.0K
1,877
+116%
增持
IDV
ISHARES INTERNATIONAL SELECT DIVIDEND ETF
+$410.0K
61,361
+24%
建仓
SUSL
ISHARES ESG MSCI USA LEADERS ETF
+$399.0K
5,049
增持
CDW
CDW CORP COM
+$399.0K
4,696
+118%
减持
EMXC
ISHARES MSCI EMERGING MARKETS EX CHINA ETF
-$394.0K
7,878
-44%
增持
AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
+$386.0K
6,270
+150%
减持
VOT
VANGUARD MID-CAP GROWTH INDEX FUND
-$383.0K
5,874
-12%
增持
BSY
BENTLEY SYS INC COM CL B
+$378.0K
14,351
+171%
增持
EOG
EOG RES INC COM
+$378.0K
5,690
+68%
增持
SUB
ISHARES SHORT-TERM NATIONAL MUNI BOND ETF
+$372.0K
5,959
+155%
增持
—
CHUBB LIMITED COM
+$371.0K
3,565
+76%
增持
VTV
VANGUARD VALUE INDEX FUND
+$370.0K
18,578
+15%
增持
JKHY
HENRY JACK & ASSOC INC COM
+$369.0K
2,876
+142%
增持
UNP
UNION PAC CORP COM
+$364.0K
4,692
+29%
清仓
IJK
ISHARES S&P MID-CAP 400 GROWTH ETF
-$362.0K
0
-100%
增持
NDSN
NORDSON CORP COM
+$354.0K
3,240
+116%
增持
IVLU
ISHARES MSCI INTL VALUE FACTOR ETF
+$347.0K
14,809
+1130%
增持
—
LINDE PLC SHS
+$345.0K
2,335
+101%
增持
—
ASTRAZENECA PLC SPONSORED ADR
+$344.0K
7,756
+163%
增持
—
ASPEN TECHNOLOGY INC COM
+$342.0K
3,708
+108%
增持
KO
COCA COLA CO COM
+$333.0K
16,619
+41%
增持
—
TIMOTHY PLAN US LARGE/MID CAP CORE ENHANCED ETF
+$333.0K
15,407
+591%
增持
LMT
LOCKHEED MARTIN CORP COM
+$329.0K
1,589
+52%
增持
JNJ
JOHNSON & JOHNSON COM
+$318.0K
8,100
+24%
增持
NOC
NORTHROP GRUMMAN CORP COM
+$317.0K
1,867
+39%
增持
TER
TERADYNE INC COM
+$308.0K
6,905
+122%
增持
SMG
SCOTTS MIRACLE-GRO CO CL A
+$308.0K
6,363
+116%
增持
CRL
CHARLES RIV LABS INTL INC COM
+$307.0K
3,273
+98%
增持
CMCSA
COMCAST CORP NEW CL A
+$304.0K
21,685
+53%
增持
LLY
LILLY ELI & CO COM
+$303.0K
3,385
+40%
增持
—
MEDTRONIC PLC SHS
+$299.0K
8,661
+35%
增持
EFX
EQUIFAX INC COM
+$298.0K
3,028
+111%
增持
POOL
POOL CORP COM
+$296.0K
2,198
+96%
增持
PM
PHILIP MORRIS INTL INC COM
+$290.0K
3,808
+432%
增持
BFAM
BRIGHT HORIZONS FAM SOL IN DEL COM
+$284.0K
3,818
+116%
增持
SDY
SPDR S&P DIVIDEND ETF
+$279.0K
21,274
+12%
增持
WWJD
INSPIRE INTERNATIONAL ESG ETF
+$276.0K
15,128
+177%
增持
—
EXXON MOBIL CORP COM
+$271.0K
10,418
+8%
增持
ZBRA
ZEBRA TECHNOLOGIES CORPORATION CL A
+$267.0K
2,558
+92%
增持
CME
CME GROUP INC COM
+$257.0K
1,425
+297%
增持
IBKR
INTERACTIVE BROKERS GROUP INC COM CL A
+$254.0K
8,650
+117%
增持
CCI
CROWN CASTLE INTL CORP NEW COM
+$250.0K
2,340
+166%
增持
CPRT
COPART INC COM
+$249.0K
5,284
+93%
增持
COST
COSTCO WHSL CORP NEW COM
+$249.0K
1,111
+62%
增持
SITE
SITEONE LANDSCAPE SUPPLY INC COM
+$248.0K
4,867
+119%
减持
DFAT
DIMENSIONAL U.S. TARGETED VALUE ETF
-$247.0K
43,416
-9%
增持
RTX
RAYTHEON TECHNOLOGIES CORP COM
+$243.0K
6,707
+37%
增持
CHE
CHEMED CORP NEW COM
+$242.0K
930
+115%
增持
DFAX
DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF
+$238.0K
48,929
+30%
减持
EFG
ISHARES MSCI EAFE GROWTH ETF
-$234.0K
5,347
-21%
增持
—
ALLEGION PLC ORD SHS
+$232.0K
4,813
+116%
增持
META
META PLATFORMS INC CL A
-$232.0K
5,680
+28%
减持
SONY
SONY GROUP CORPORATION SPONSORED ADR
-$223.0K
104
-94%
增持
WCN
WASTE CONNECTIONS INC COM
+$220.0K
1,781
+725%
减持
QQQ
INVESCO QQQ TRUST
-$217.0K
1,262
-26%
增持
NVO
NOVO-NORDISK A S ADR
+$217.0K
2,673
+276%
增持
DFUS
DIMENSIONAL U.S. EQUITY ETF
-$216.0K
82,434
+0%
增持
EXPO
EXPONENT INC COM
+$215.0K
4,078
+111%
增持
IJH
ISHARES S&P MIDCAP FUND
+$214.0K
3,402
+38%
增持
DFIV
DIMENSIONAL INTERNATIONAL VALUE ETF
+$213.0K
97,383
+5%
增持
ELAN
ELANCO ANIMAL HEALTH INC COM
+$210.0K
16,091
+118%
增持
IUSB
ISHARES CORE TOTAL USD BOND MARKET ETF
+$210.0K
14,444
+51%
增持
VALE
VALE S A SPONSORED ADS
+$209.0K
11,695
+585%
增持
—
AON PLC SHS CL A
+$209.0K
910
+211%
增持
ROL
ROLLINS INC COM
+$205.0K
10,653
+115%
增持
LII
LENNOX INTL INC COM
+$203.0K
1,914
+113%
增持
CSX
CSX CORP COM
+$199.0K
7,772
+215%
增持
THO
THOR INDS INC COM
+$199.0K
6,579
+115%
增持
FICO
FAIR ISAAC CORP COM
+$196.0K
746
+113%
增持
CAT
CATERPILLAR INC COM
+$195.0K
1,378
+153%
增持
FIS
FIDELITY NATL INFORMATION SVCS COM
+$192.0K
5,736
+63%
增持
SRE
SEMPRA COM
+$188.0K
1,595
+162%
减持
VWOB
VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF
-$188.0K
13,138
-8%
增持
TDY
TELEDYNE TECHNOLOGIES INC COM
+$185.0K
722
+102%
增持
GOOG
ALPHABET INC CAP STK CL C
+$185.0K
774
+13%
清仓
—
ANAPLAN INC COM
-$184.0K
0
-100%
增持
GOVT
ISHARES U.S. TREASURY BOND ETF
+$175.0K
22,687
+55%
减持
EFV
ISHARES MSCI EAFE VALUE ETF
-$173.0K
40,875
-7%
增持
HD
HOME DEPOT INC COM
-$172.0K
5,903
+26%
减持
BIV
VANGUARD INTERMEDIATE-TERM BOND INDEX FUND
-$170.0K
10,157
-11%
减持
PYPL
PAYPAL HLDGS INC COM
-$168.0K
1,507
-17%
增持
EQIX
EQUINIX INC COM
+$166.0K
340
+233%
增持
TSLA
TESLA INC COM
+$164.0K
942
+17%
增持
TFC
TRUIST FINL CORP COM
+$164.0K
15,780
+27%
增持
RELX
RELX PLC SPONSORED ADR
+$163.0K
5,757
+1104%
增持
ICE
INTERCONTINENTAL EXCHANGE INC COM
+$162.0K
3,808
+53%
增持
ANSS
ANSYS INC COM
+$159.0K
1,243
+112%
减持
PEP
PEPSICO INC COM
-$158.0K
1,982
-30%
减持
ESGD
ISHARES MSCI EAFE ESG SELECT ETF
-$153.0K
1,804
-50%
减持
SBUX
STARBUCKS CORP COM
-$153.0K
2,852
-19%
减持
IXG
ISHARES GLOBAL FINANCIALS ETF
-$153.0K
344
-85%
减持
SCZ
ISHARES MSCI EAFE SMALL-CAP ETF
-$152.0K
173
-92%
增持
TXN
TEXAS INSTRS INC COM
+$151.0K
6,188
+18%
增持
DEO
DIAGEO PLC SPON ADR NEW
+$150.0K
2,336
+59%
减持
IEI
ISHARES 3-7 YEAR TREASURY BOND ETF
-$149.0K
6,688
-11%
减持
CNI
CANADIAN NATL RY CO COM
-$147.0K
202
-86%
减持
RF
REGIONS FINANCIAL CORP NEW COM
-$144.0K
15,141
-31%
增持
COP
CONOCOPHILLIPS COM
+$144.0K
4,464
+7%
增持
KLAC
KLA CORP COM NEW
+$143.0K
516
+373%
增持
IEF
ISHARES 7-10 YEAR TREASURY BOND ETF
+$143.0K
1,630
+486%
增持
INTC
INTEL CORP COM
+$141.0K
10,358
+43%
增持
HUM
HUMANA INC COM
+$140.0K
689
+101%
增持
SNY
SANOFI SPONSORED ADR
+$137.0K
4,963
+110%
增持
VIG
VANGUARD DIVIDEND APPRECIATION INDEX FUND
+$136.0K
77,587
+7%
增持
—
ASML HOLDING N V N Y REGISTRY SHS
+$136.0K
452
+116%
增持
NKE
NIKE INC CL B
+$135.0K
2,581
+103%
增持
MRK
MERCK & CO INC COM
+$135.0K
5,275
+35%
增持
IEFA
ISHARES CORE MSCI EAFE ETF
+$133.0K
1,968
+3836%
