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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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 150 项
建仓 12
增持 92
减持 46
方向
标的
Δ市值
现股数(环比)
建仓
NEAR
BLACKROCK SHORT MATURITY BOND ETF
+$5.5M
111,163
增持
VUG
VANGUARD GROWTH ETF
+$4.4M
38,330
+125%
增持
VTV
VANGUARD VALUE ETF
+$4.1M
59,100
+145%
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。
减持
IIIV
I3 VERTICALS INC COM CL A
-$3.2M
496,275
-6%
增持
AAPL
APPLE INC COM
+$2.6M
98,476
+22%
增持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$2.5M
478,882
+31%
增持
BNDX
VANGUARD TOTAL INTERNATIONAL BOND ETF
+$2.2M
82,207
+141%
增持
BSV
VANGUARD SHORT-TERM BOND ETF
+$2.0M
53,699
+102%
增持
DFAC
DIMENSIONAL US CORE EQUITY 2 ETF
+$1.7M
351,715
+34%
减持
VCSH
VANGUARD SHORT-TERM CORPORATE BOND ETF
-$1.6M
236,881
-6%
增持
GS
GOLDMAN SACHS GROUP INC COM
+$1.3M
4,928
+976%
减持
VTI
VANGUARD TOTAL STOCK MARKET ETF
-$1.3M
63,630
-6%
增持
OXY
OCCIDENTAL PETE CORP COM
+$1.3M
21,834
+2008%
增持
HD
HOME DEPOT INC COM
+$1.3M
10,448
+77%
增持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
+$1.1M
159,486
+40%
增持
BIV
VANGUARD INTERMEDIATE-TERM BOND ETF
+$1.1M
24,191
+161%
增持
MS
MORGAN STANLEY COM NEW
+$1.0M
16,198
+349%
增持
VB
VANGUARD SMALL-CAP ETF
+$1.0M
27,316
+31%
增持
CVS
CVS HEALTH CORP COM
+$978.0K
13,074
+351%
减持
SCHD
SCHWAB US DIVIDEND EQUITY ETF
-$974.0K
53,617
-15%
增持
TMO
THERMO FISHER SCIENTIFIC INC COM
+$961.0K
2,644
+277%
增持
BLV
VANGUARD LONG-TERM BOND ETF
+$958.0K
22,655
+169%
增持
MA
MASTERCARD INCORPORATED CL A
+$953.0K
5,011
+236%
增持
DGX
QUEST DIAGNOSTICS INC COM
+$927.0K
7,689
+6101%
减持
SCHR
SCHWAB INTERMEDIATE-TERM US TREASURY ETF
-$887.0K
14,153
-54%
建仓
DFIC
DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF
+$849.0K
44,306
增持
WMT
WALMART INC COM
+$827.0K
9,958
+162%
增持
PFF
ISHARES PREFERRED & INCOME SECURITIES ETF
+$806.0K
25,728
+11135%
增持
ADI
ANALOG DEVICES INC COM
+$797.0K
8,346
+233%
增持
COWZ
PACER US CASH COWS 100 ETF
+$778.0K
22,689
+539%
增持
PGX
INVESCO PREFERRED ETF
+$768.0K
65,015
+18318%
增持
JPM
JPMORGAN CHASE & CO COM
+$761.0K
26,105
+49%
建仓
BXSL
BLACKSTONE SECD LENDING FD COMMON STOCK
+$759.0K
33,374
增持
DVN
DEVON ENERGY CORP NEW COM
+$758.0K
13,323
+1621%
增持
PANW
PALO ALTO NETWORKS INC COM
+$748.0K
4,587
+114575%
减持
VOO
VANGUARD S&P 500 ETF
-$714.0K
34,590
-1%
减持
IDV
ISHARES INTERNATIONAL SELECT DIVIDEND ETF
-$703.0K
65,809
-18%
增持
MOS
MOSAIC CO NEW COM
+$676.0K
14,402
+3413%
增持
ULTA
ULTA BEAUTY INC COM
+$660.0K
1,660
+10275%
增持
MCK
MCKESSON CORP COM
+$651.0K
2,008
+1992%
减持
MGV
VANGUARD MEGA CAP VALUE ETF
-$650.0K
39,961
-9%
增持
GIS
GENERAL MLS INC COM
+$645.0K
10,111
+484%
减持
AVUV
AVANTIS U.S. SMALL CAP VALUE ETF
-$637.0K
10,502
-46%
减持
VCIT
VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF
-$620.0K
34,253
-15%
增持
RSG
REPUBLIC SVCS INC COM
+$607.0K
6,474
+210%
增持
MPC
MARATHON PETE CORP COM
+$600.0K
6,924
+549%
建仓
JBL
JABIL INC COM
+$586.0K
10,156
增持
UPS
UNITED PARCEL SERVICE INC CL B
+$586.0K
8,717
+94%
减持
SECT
MAIN SECTOR ROTATION ETF
-$581.0K
0
-100%
增持
MCHP
MICROCHIP TECHNOLOGY INC. COM
+$564.0K
9,420
+5314%
增持
GOOG
ALPHABET INC CAP STK CL C
+$554.0K
28,175
+2760%
增持
ORCL
ORACLE CORP COM
+$547.0K
10,821
+555%
增持
DFAT
DIMENSIONAL U.S. TARGETED VALUE ETF
+$545.0K
57,067
+37%
增持
ADM
ARCHER DANIELS MIDLAND CO COM
+$534.0K
6,968
+1955%
增持
EOG
EOG RES INC COM
+$532.0K
11,891
+65%
增持
VLO
VALERO ENERGY CORP COM
+$518.0K
5,643
+600%
增持
—
LABORATORY CORP AMER HLDGS COM NEW
+$513.0K
3,137
+465%
减持
EFV
ISHARES MSCI EAFE VALUE ETF
-$502.0K
41,192
-14%
减持
AVEM
AVANTIS EMERGING MARKETS EQUITY ETF
-$496.0K
13,530
-37%
增持
CRM
SALESFORCE INC COM
+$490.0K
6,164
+157%
增持
KEYS
KEYSIGHT TECHNOLOGIES INC COM
+$478.0K
3,137
+2652%
增持
PKG
PACKAGING CORP AMER COM
+$475.0K
4,260
+17650%
增持
LOW
LOWES COS INC COM
+$471.0K
4,671
+101%
增持
—
TIMOTHY PLAN HIGH DIVIDEND STOCK ENHANCED ETF
+$467.0K
70,830
+55%
建仓
—
SYNOVUS FINL CORP COM NEW
+$465.0K
12,385
减持
CMCSA
COMCAST CORP NEW CL A
-$463.0K
19,414
-26%
增持
EMXC
ISHARES MSCI EMERGING MARKETS EX CHINA ETF
+$460.0K
23,250
+94%
减持
VOE
VANGUARD MID-CAP VALUE ETF
-$453.0K
29,219
-6%
增持
QCOM
QUALCOMM INC COM
+$453.0K
6,330
+208%
增持
GSIE
GOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETF
+$453.0K
216,666
+23%
增持
COP
CONOCOPHILLIPS COM
+$447.0K
9,613
+60%
增持
PFE
PFIZER INC COM
+$441.0K
22,006
+121%
减持
MGK
VANGUARD MEGA CAP GROWTH ETF
-$441.0K
18,160
-8%
增持
DFCF
DIMENSIONAL CORE FIXED INCOME ETF
+$440.0K
25,086
+86%
增持
—
TIMOTHY PLAN US LARGE/MID CAP CORE ENHANCED ETF
+$434.0K
49,174
+62%
建仓
AMLP
ALERIAN MLP ETF
+$428.0K
11,713
增持
COST
COSTCO WHSL CORP NEW COM
+$424.0K
2,336
+65%
增持
—
WESTROCK CO COM
+$399.0K
13,066
+13654%
增持
AMZN
AMAZON COM INC COM
+$385.0K
32,728
+5%
增持
LULU
LULULEMON ATHLETICA INC COM
+$375.0K
1,635
+456%
增持
CVX
CHEVRON CORP NEW COM
+$367.0K
10,494
+33%
建仓
DFEM
DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF
+$366.0K
17,917
增持
NVDA
NVIDIA CORPORATION COM
+$365.0K
7,035
+118%
增持
TSLA
TESLA INC COM
+$355.0K
4,932
+249%
增持
DIS
DISNEY WALT CO COM
+$355.0K
6,249
+151%
建仓
ON
ON SEMICONDUCTOR CORP COM
+$350.0K
5,625
增持
NEE
NEXTERA ENERGY INC COM
+$340.0K
11,596
+58%
减持
VNLA
JANUS HENDERSON SHORT DURATION INCOME ETF
-$339.0K
32,650
-17%
建仓
FLOT
ISHARES FLOATING RATE BOND ETF
+$333.0K
6,615
增持
—
NXP SEMICONDUCTORS N V COM
+$330.0K
2,426
+1240%
减持
GLD
SPDR GOLD SHARES
-$326.0K
803
-70%
减持
VGSH
VANGUARD SHORT-TERM TREASURY ETF
-$322.0K
23,742
-18%
减持
DFAX
DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF
-$319.0K
60,464
-11%
减持
VBR
VANGUARD SMALL CAP VALUE ETF
-$312.0K
16,976
-7%
减持
ELAN
ELANCO ANIMAL HEALTH INC COM
-$311.0K
879
-95%
减持
V
VISA INC COM CL A
-$310.0K
8,390
-8%
增持
MRK
MERCK & CO INC COM
+$306.0K
9,020
+75%
增持
PSX
PHILLIPS 66 COM
+$295.0K
7,447
+99%
增持
NTAP
NETAPP INC COM
+$286.0K
5,251
+810%
增持
KNX
KNIGHT-SWIFT TRANSN HLDGS INC CL A
+$283.0K
6,794
+537%
增持
KEY
KEYCORP COM
+$280.0K
17,778
+5598%
增持
PSA
PUBLIC STORAGE COM
+$280.0K
1,041
+1235%
增持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
-$279.0K
81,506
+4%
减持
KO
COCA COLA CO COM
-$278.0K
15,685
-15%
减持
TFC
TRUIST FINL CORP COM
-$275.0K
12,775
-27%
减持
IUSB
ISHARES CORE TOTAL USD BOND MARKET ETF
-$274.0K
17,570
-22%
增持
NOW
SERVICENOW INC COM
+$270.0K
1,203
+215%
减持
SMG
SCOTTS MIRACLE-GRO CO CL A
-$269.0K
5,701
-12%
增持
IEV
ISHARES EUROPE ETF
+$268.0K
8,834
+478%
减持
PG
PROCTER AND GAMBLE CO COM
-$264.0K
6,233
-15%
增持
CRWD
CROWDSTRIKE HLDGS INC CL A
+$261.0K
1,885
+528%
建仓
EXEL
EXELIXIS INC COM
+$259.0K
16,493
增持
DFSD
DIMENSIONAL SHORT-DURATION FIXED INCOME ETF
+$254.0K
13,069
+76%
减持
VXUS
VANGUARD TOTAL INTERNATIONAL STOCK ETF
-$252.0K
19,168
-12%
减持
INTC
INTEL CORP COM
-$250.0K
9,005
-30%
增持
IVLU
ISHARES MSCI INTL VALUE FACTOR ETF
+$247.0K
18,479
+248%
增持
EEM
ISHARES MSCI EMERGING MARKETS ETF
+$244.0K
7,548
+1473%
减持
FIS
FIDELITY NATL INFORMATION SVCS COM
-$241.0K
4,270
-31%
减持
UNP
UNION PAC CORP COM
-$235.0K
3,424
-19%
增持
AMD
ADVANCED MICRO DEVICES INC COM
+$227.0K
5,577
+238%
增持
GOOGL
ALPHABET INC CAP STK CL A
-$226.0K
25,357
+1985%
增持
REET
ISHARES GLOBAL REIT ETF
+$220.0K
13,312
+411%
减持
ADBE
ADOBE SYSTEMS INCORPORATED COM
-$220.0K
1,650
-10%
减持
—
ASTRAZENECA PLC SPONSORED ADR
-$215.0K
8,954
-16%
减持
EEMV
ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF
-$214.0K
3,076
-54%
增持
DFUS
DIMENSIONAL U.S. EQUITY ETF
+$210.0K
92,087
+12%
减持
IJS
ISHARES S&P SMALL-CAP 600 VALUE ETF
-$206.0K
0
-100%
增持
PYPL
PAYPAL HLDGS INC COM
+$202.0K
4,845
+57%
减持
EFA
ISHARES MSCI EAFE ETF
-$200.0K
29,649
-0%
减持
VYMI
VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF
-$199.0K
17,718
-7%
增持
XPO
XPO LOGISTICS INC COM
+$198.0K
5,340
+546%
减持
AMGN
AMGEN INC COM
-$196.0K
2,343
-21%
减持
TXN
TEXAS INSTRS INC COM
-$188.0K
4,090
-24%
增持
DFUV
DIMENSIONAL US MARKETWIDE VALUE ETF
+$188.0K
132,175
+12%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
-$186.0K
5,419
-21%
增持
GOVT
ISHARES U.S. TREASURY BOND ETF
+$185.0K
30,590
+43%
增持
DFAS
DIMENSIONAL US SMALL CAP ETF
+$185.0K
24,843
+23%
减持
SITE
SITEONE LANDSCAPE SUPPLY INC COM
-$182.0K
4,352
-19%
建仓
BAUG
INNOVATOR U.S. EQUITY BUFFER ETF - AUGUST
+$180.0K
6,355
减持
THO
THOR INDS INC COM
-$180.0K
4,549
-32%
减持
MRSH
MARSH & MCLENNAN COS INC COM
-$179.0K
6,255
-13%
建仓
CGGR
CAPITAL GROUP GROWTH ETF
+$178.0K
9,111
增持
VGIT
VANGUARD INTERMEDIATE-TERM TREASURY ETF
+$176.0K
82,961
+9%
减持
ABBV
ABBVIE INC COM
-$170.0K
5,195
-8%
增持
SPYM
SPDR PORTFOLIO S&P 500 ETF
+$168.0K
4,760
+586%
增持
HAL
HALLIBURTON CO COM
+$167.0K
13,046
+165%
增持
SHYG
ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF
+$167.0K
4,297
+4330%
减持
VWOB
VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF
-$165.0K
10,356
-16%
增持
IVV
ISHARES CORE S&P 500 ETF
+$162.0K
7,056
+13%
增持
BP
BP PLC SPONSORED ADR
+$162.0K
13,217
+74%
