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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
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 150 项
建仓 14
增持 79
减持 55
清仓 2
方向
标的
Δ市值
现股数(环比)
增持
VCSH
VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND
+$5.9M
251,433
+48%
减持
VNLA
JANUS HENDERSON SHORT DURATION INCOME ETF
-$5.2M
39,533
-73%
建仓
DFUV
DIMENSIONAL US MARKETWIDE VALUE ETF
+$3.7M
117,927
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。
增持
NSP
INSPERITY INC COM
+$3.6M
40,820
+687%
减持
VOO
VANGUARD S&P 500 ETF
-$3.1M
34,797
-5%
增持
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
-$2.3M
67,435
+2%
增持
AAPL
APPLE INC COM
-$2.0M
80,651
+8%
减持
MGV
VANGUARD MEGA CAP VALUE ETF
-$1.6M
44,118
-19%
增持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
-$1.4M
364,997
+8%
增持
VIG
VANGUARD DIVIDEND APPRECIATION INDEX FUND
-$1.3M
78,731
+1%
增持
AMZN
AMAZON COM INC COM
-$1.2M
31,193
+2138%
减持
MGK
VANGUARD MEGA CAP GROWTH ETF
-$1.2M
19,844
-2%
减持
GSIE
GOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETF
-$1.1M
176,789
-3%
增持
SCHD
SCHWAB US DIVIDEND EQUITY ETF
+$961.0K
63,323
+40%
减持
PULS
PGIM ULTRA SHORT BOND ETF
-$938.0K
13,467
-59%
减持
VOE
VANGUARD MID-CAP VALUE INDEX FUND
-$864.0K
30,969
-5%
减持
VMBS
VANGUARD MORTGAGE-BACKED SECURITIES ETF
-$794.0K
113,178
-9%
减持
CDW
CDW CORP COM
-$735.0K
667
-86%
清仓
BIL
SPDR BLOOMBERG 1-3 MONTH T-BILL ETF
-$694.0K
0
-100%
增持
DFUS
DIMENSIONAL U.S. EQUITY ETF
-$676.0K
82,570
+0%
增持
MSFT
MICROSOFT CORP COM
-$641.0K
30,698
+11%
清仓
—
ASPEN TECHNOLOGY INC COM
-$613.0K
0
-100%
增持
AVUV
AVANTIS U.S. SMALL CAP VALUE ETF
+$606.0K
19,479
+114%
增持
—
TIMOTHY PLAN HIGH DIVIDEND STOCK ENHANCED ETF
+$592.0K
45,639
+136%
建仓
DFCF
DIMENSIONAL CORE FIXED INCOME ETF
+$587.0K
13,458
减持
SFBS
SERVISFIRST BANCSHARES INC COM
-$587.0K
34,378
-1%
建仓
SECT
MAIN SECTOR ROTATION ETF
+$581.0K
15,988
增持
UNH
UNITEDHEALTH GROUP INC COM
+$539.0K
3,587
+40%
增持
AVUS
AVANTIS U.S. EQUITY ETF
-$526.0K
46,719
+1%
减持
VCIT
VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF
-$521.0K
40,140
-7%
减持
VBR
VANGUARD SMALL-CAP VALUE INDEX FUND
-$497.0K
18,334
-1%
增持
VB
VANGUARD SMALL-CAP INDEX FUND
-$484.0K
20,816
+7%
增持
CDC
VICTORYSHARES US EQ INCOME ENHANCED VOLATILITY WTD ETF
+$476.0K
37,492
+35%
增持
SDY
SPDR S&P DIVIDEND ETF
+$461.0K
26,842
+26%
增持
WSO
WATSCO INC COM
+$453.0K
1,932
+6340%
增持
DFIV
DIMENSIONAL INTERNATIONAL VALUE ETF
-$438.0K
97,685
+0%
增持
VTV
VANGUARD VALUE INDEX FUND
+$435.0K
24,111
+30%
增持
BSV
VANGUARD SHORT-TERM BOND INDEX FUND
+$421.0K
26,640
+28%
增持
AVEM
AVANTIS EMERGING MARKETS EQUITY ETF
+$418.0K
21,486
+82%
减持
SCHR
SCHWAB INTERMEDIATE-TERM U.S. TREASURY ETF
-$412.0K
30,703
-18%
减持
MUB
ISHARES NATIONAL MUNI BOND ETF
-$407.0K
1,851
-66%
建仓
DLB
DOLBY LABORATORIES INC COM CL A
+$402.0K
5,615
增持
HPQ
HP INC COM
+$391.0K
13,739
+730%
减持
UNP
UNION PAC CORP COM
-$380.0K
4,232
-10%
减持
EFA
ISHARES MSCI EAFE ETF
-$370.0K
29,777
-2%
建仓
EEMV
ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF
+$369.0K
6,664
增持
VXUS
VANGUARD TOTAL INTERNATIONAL STOCK ETF
+$359.0K
21,889
+70%
建仓
—
ASPEN TECHNOLOGY INC COM
+$352.0K
1,914
建仓
DFSD
DIMENSIONAL SHORT-DURATION FIXED INCOME ETF
+$347.0K
7,414
减持
DFAT
DIMENSIONAL U.S. TARGETED VALUE ETF
-$343.0K
41,767
-4%
增持
IUSB
ISHARES CORE TOTAL USD BOND MARKET ETF
+$339.0K
22,543
+56%
建仓
MAPS
WM TECHNOLOGY INC COM
+$330.0K
100,316
减持
ZBRA
ZEBRA TECHNOLOGIES CORPORATION CL A
-$326.0K
2,492
-3%
减持
MSCI
MSCI INC COM
-$321.0K
465
-54%
增持
—
TIMOTHY PLAN US LARGE/MID CAP CORE ENHANCED ETF
+$319.0K
30,379
+97%
减持
TXN
TEXAS INSTRS INC COM
-$314.0K
5,354
-13%
增持
BMY
BRISTOL-MYERS SQUIBB CO COM
+$299.0K
4,767
+411%
减持
NOC
NORTHROP GRUMMAN CORP COM
-$298.0K
1,124
-40%
增持
JNJ
JOHNSON & JOHNSON COM
+$293.0K
9,736
+20%
建仓
GMED
GLOBUS MED INC CL A
+$292.0K
5,204
增持
VOT
VANGUARD MID-CAP GROWTH INDEX FUND
-$274.0K
5,904
+1%
增持
SMG
SCOTTS MIRACLE-GRO CO CL A
-$270.0K
6,485
+2%
建仓
HDV
ISHARES CORE HIGH DIVIDEND ETF
+$264.0K
2,625
减持
IVLU
ISHARES MSCI INTL VALUE FACTOR ETF
-$259.0K
5,317
-64%
减持
DFAS
DIMENSIONAL U.S. SMALL CAP ETF
-$252.0K
20,219
-7%
增持
AVDE
AVANTIS INTERNATIONAL EQUITY ETF
-$250.0K
29,205
+1%
减持
CRL
CHARLES RIV LABS INTL INC COM
-$249.0K
3,184
-3%
减持
IJR
ISHARES S&P SMALL-CAP FUND
-$248.0K
6,161
-19%
增持
LLY
LILLY ELI & CO COM
+$242.0K
3,739
+10%
增持
BIBL
INSPIRE 100 ESG ETF
-$240.0K
53,388
+7%
增持
DFAX
DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF
+$240.0K
68,166
+39%
减持
—
BLACKROCK INC COM
-$239.0K
786
-16%
增持
IDV
ISHARES INTERNATIONAL SELECT DIVIDEND ETF
+$237.0K
80,498
+31%
增持
VT
VANGUARD TOTAL WORLD STOCK INDEX FUND
-$229.0K
17,348
+3%
减持
EMN
EASTMAN CHEM CO COM
-$226.0K
103
-95%
减持
QQQ
INVESCO QQQ TRUST
-$226.0K
825
-35%
增持
GOOGL
ALPHABET INC CAP STK CL A
-$216.0K
1,216
+18%
减持
USIG
ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF
-$216.0K
13,159
-18%
增持
—
SEAGEN INC COM
+$215.0K
2,074
+96%
减持
BND
VANGUARD TOTAL BOND MARKET INDEX FUND
-$211.0K
4,701
-34%
减持
CSCO
CISCO SYS INC COM
-$207.0K
14,886
-1%
增持
PM
PHILIP MORRIS INTL INC COM
+$207.0K
5,722
+50%
建仓
IJS
ISHARES S&P SMALL-CAP 600 VALUE ETF
+$206.0K
2,312
增持
NVO
NOVO-NORDISK A S ADR
+$205.0K
4,496
+68%
减持
TER
TERADYNE INC COM
-$204.0K
6,849
-1%
增持
SUB
ISHARES SHORT-TERM NATIONAL MUNI BOND ETF
+$204.0K
7,903
+33%
减持
VGSH
VANGUARD SHORT-TERM GOVERNMENT BOND ETF
-$202.0K
28,782
-10%
增持
HUM
HUMANA INC COM
+$199.0K
1,066
+55%
减持
—
DUCK CREEK TECHNOLOGIES INC SHS
-$195.0K
848
-91%
增持
BABA
ALIBABA GROUP HLDG LTD SPONSORED ADS
+$194.0K
2,362
+242%
增持
DFAC
DIMENSIONAL U.S. CORE EQUITY 2 ETF
-$193.0K
262,226
+15%
增持
HPE
HEWLETT PACKARD ENTERPRISE CO COM
+$192.0K
19,637
+385%
增持
—
ASTRAZENECA PLC SPONSORED ADR
+$191.0K
10,672
+38%
增持
EXPO
EXPONENT INC COM
+$190.0K
6,903
+69%
增持
SPY
SPDR S&P 500 ETF
-$187.0K
2,597
+0%
减持
USB
US BANCORP DEL COM NEW
-$181.0K
20,102
-3%
增持
MA
MASTERCARD INCORPORATED CL A
+$181.0K
1,492
+83%
增持
BFAM
BRIGHT HORIZONS FAM SOL IN DEL COM
-$180.0K
3,864
+1%
减持
AMAT
APPLIED MATLS INC COM
-$180.0K
2,592
-18%
增持
—
MEDTRONIC PLC SHS
-$179.0K
8,705
+1%
减持
AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
-$177.0K
4,869
-22%
增持
—
COOPER COS INC COM NEW
-$170.0K
1,960
+4%
增持
CVX
CHEVRON CORP NEW COM
+$167.0K
7,875
+31%
减持
NEE
NEXTERA ENERGY INC COM
-$167.0K
7,344
-16%
减持
VLUE
ISHARES MSCI USA VALUE FACTOR ETF
-$164.0K
353
-81%
增持
JPM
JPMORGAN CHASE & CO COM
-$164.0K
17,473
+12%
减持
POOL
POOL CORP COM
-$162.0K
2,187
-1%
增持
T
AT&T INC COM
+$162.0K
12,069
+208%
减持
AMT
AMERICAN TOWER CORP NEW COM
-$160.0K
1,300
-34%
减持
IEI
ISHARES 3-7 YEAR TREASURY BOND ETF
-$158.0K
5,513
-18%
减持
VWOB
VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF
-$158.0K
12,398
-6%
增持
EFX
EQUIFAX INC COM
-$157.0K
3,073
+1%
增持
SITE
SITEONE LANDSCAPE SUPPLY INC COM
-$152.0K
5,344
+10%
减持
IJH
ISHARES S&P MIDCAP FUND
-$151.0K
3,369
-1%
增持
VYMI
VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF
-$151.0K
19,063
+1%
减持
HD
HOME DEPOT INC COM
-$150.0K
5,895
-0%
减持
IWM
ISHARES RUSSELL 2000 ETF
-$149.0K
2,343
-12%
增持
AVGO
BROADCOM INC COM
-$146.0K
2,275
+15%
增持
CI
CIGNA CORP NEW COM
+$146.0K
1,051
+95%
减持
ESGE
ISHARES MSCI EM ESG SELECT ETF
-$143.0K
5,669
-36%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
+$143.0K
6,835
+72%
增持
META
META PLATFORMS INC CL A
-$140.0K
6,969
+23%
增持
DHR
DANAHER CORPORATION COM
+$140.0K
2,053
+58%
增持
CFO
VICTORYSHARES U.S. 500 ENHANCED VOLATILITY WTD INDEX ETF
+$135.0K
17,449
+31%
减持
MBB
ISHARES MBS ETF
-$133.0K
1,749
-41%
增持
IBN
ICICI BANK LIMITED ADR
+$132.0K
9,899
+333%
减持
SUSL
ISHARES ESG MSCI USA LEADERS ETF
-$132.0K
4,021
-20%
增持
VSS
VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUND
-$129.0K
8,411
+5%
建仓
IFRA
ISHARES U.S. INFRASTRUCTURE ETF
+$127.0K
3,739
减持
PAYX
PAYCHEX INC COM
-$127.0K
1,947
-24%
增持
ESGU
ISHARES ESG AWARE MSCI USA ETF
-$127.0K
21,966
+13%
增持
MRSH
MARSH & MCLENNAN COS INC COM
+$127.0K
7,162
+24%
增持
KO
COCA COLA CO COM
+$126.0K
18,387
+11%
增持
ISMD
INSPIRE SMALL/MID CAP ESG ETF
-$123.0K
27,181
+0%
增持
VUG
VANGUARD GROWTH INDEX FUND
-$123.0K
17,019
+25%
减持
PLD
PROLOGIS INC. COM
-$123.0K
1,061
-31%
建仓
—
WNS HLDGS LTD SPON ADR
+$123.0K
1,654
增持
WCN
WASTE CONNECTIONS INC COM
+$122.0K
2,998
+68%
增持
—
ASML HOLDING N V N Y REGISTRY SHS
+$122.0K
889
+97%
增持
SHEL
SHELL PLC SPON ADS
+$121.0K
2,917
+406%
增持
DFAU
DIMENSIONAL US CORE EQUITY MARKET ETF
+$120.0K
4,556
+50522%
增持
TDY
TELEDYNE TECHNOLOGIES INC COM
+$120.0K
1,230
+70%
增持
EOG
EOG RES INC COM
+$119.0K
7,228
+27%
减持
ABBV
ABBVIE INC COM
-$119.0K
5,665
-7%
增持
—
EXXON MOBIL CORP COM
+$117.0K
11,426
+10%
减持
USXF
ISHARES ESG ADVANCED MSCI USA ETF
-$117.0K
8,532
-18%
减持
PH
PARKER-HANNIFIN CORP COM
-$115.0K
887
-24%
增持
EMXC
ISHARES MSCI EMERGING MARKETS EX CHINA ETF
+$114.0K
11,959
+52%
减持
SBUX
STARBUCKS CORP COM
-$113.0K
1,908
-33%
建仓
GSK
GSK PLC SPONSORED ADR
+$113.0K
2,593
