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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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 150 项
建仓 10
增持 107
减持 31
清仓 2
方向
标的
Δ市值
现股数(环比)
增持
VHT
VANGUARD HEALTH CARE ETF
+$12.6M
50,663
+97329%
增持
VTV
VANGUARD VALUE ETF
+$11.0M
130,162
+120%
增持
IAU
iShares Gold Trust ETF
+$9.3M
274,018
+4293%
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
VUG
VANGUARD GROWTH ETF
+$9.1M
81,375
+112%
增持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$9.0M
628,235
+31%
增持
PGR
PROGRESSIVE CORP COM
+$8.0M
62,948
+4573%
增持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
+$7.0M
118,381
+45%
增持
DG
DOLLAR GEN CORP NEW COM
+$6.6M
29,147
+1195%
增持
AZO
AUTOZONE INC COM
+$6.0M
2,438
+30375%
清仓
NEAR
BLACKROCK SHORT MATURITY BOND ETF
-$5.5M
0
-100%
增持
CVX
CHEVRON CORP NEW COM
+$5.2M
37,154
+254%
增持
AMGN
AMGEN INC COM
+$4.9M
20,748
+786%
增持
—
PIONEER NAT RES CO COM
+$4.7M
20,933
+7020%
增持
KKR
KKR & CO INC COM
+$4.7M
100,568
+591476%
增持
GPK
GRAPHIC PACKAGING HLDG CO COM
+$4.2M
190,602
+17291%
增持
XLF
Financial Select Sector SPDR ETF
+$4.2M
122,794
+136338%
增持
BX
BLACKSTONE INC COM
+$3.7M
49,828
+23971%
增持
—
BERRY GLOBAL GROUP INC COM
+$3.6M
59,833
+25802%
增持
DHI
D R HORTON INC COM
+$3.6M
40,651
+6135%
增持
LKQ
LKQ CORP COM
+$3.6M
66,719
+104148%
增持
GOOGL
ALPHABET INC CAP STK CL A
+$3.5M
67,606
+167%
增持
JBHT
HUNT J B TRANS SVCS INC COM
+$3.5M
20,316
+27730%
增持
AMAT
APPLIED MATLS INC COM
+$3.4M
37,476
+1324%
增持
COP
CONOCOPHILLIPS COM
+$3.3M
35,892
+273%
增持
VB
VANGUARD SMALL-CAP ETF
+$3.0M
41,693
+53%
增持
CCK
CROWN HLDGS INC COM
+$3.0M
36,002
+42760%
增持
BSV
VANGUARD SHORT-TERM BOND ETF
+$2.8M
90,669
+69%
增持
MRK
MERCK & CO INC COM
+$2.8M
32,090
+256%
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$2.7M
73,759
+16%
建仓
—
BRIDGE INVT GROUP HLDGS INC COM CL A
+$2.7M
222,217
增持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
+$2.6M
216,919
+36%
增持
AVGO
BROADCOM INC COM
+$2.6M
6,732
+154%
增持
HD
HOME DEPOT INC COM
+$2.6M
17,262
+65%
增持
TGT
TARGET CORP COM
+$2.4M
16,470
+2284%
增持
AMH
AMERICAN HOMES 4 RENT CL A
+$2.3M
76,670
+104927%
增持
BNDX
VANGUARD TOTAL INTERNATIONAL BOND ETF
+$2.1M
127,471
+55%
增持
IDV
ISHARES INTERNATIONAL SELECT DIVIDEND ETF
+$1.9M
123,937
+88%
增持
FDX
FEDEX CORP COM
+$1.8M
10,655
+1910%
建仓
DGRO
ISHARES CORE DIVIDEND GROWTH ETF
+$1.6M
32,350
增持
COWZ
PACER US CASH COWS 100 ETF
+$1.6M
54,680
+141%
增持
AAPL
APPLE INC COM
+$1.6M
116,912
+19%
增持
GS
GOLDMAN SACHS GROUP INC COM
+$1.6M
8,793
+78%
增持
MAS
MASCO CORP COM
+$1.5M
32,003
+17014%
增持
JNJ
JOHNSON & JOHNSON COM
+$1.5M
18,472
+69%
增持
KNX
KNIGHT-SWIFT TRANSN HLDGS INC CL A
+$1.3M
31,539
+364%
增持
XLE
ENERGY SELECT SECTOR SPDR FUND
+$1.3M
15,153
+5072%
增持
DFAC
DIMENSIONAL US CORE EQUITY 2 ETF
+$1.3M
375,742
+7%
增持
SPY
SPDR S&P 500 ETF TRUST
+$1.2M
5,636
+117%
增持
AVDV
AVANTIS INTERNATIONAL SMALL CAP VALUE ETF
+$1.1M
38,548
+82%
增持
MDY
SPDR S&P MIDCAP 400 ETF TRUST
+$1.1M
2,678
+1355%
增持
BIV
VANGUARD INTERMEDIATE-TERM BOND ETF
+$1.1M
38,859
+61%
增持
—
PINNACLE FINL PARTNERS INC COM
+$1.1M
14,704
+58716%
增持
GSIE
GOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETF
+$1.1M
223,684
+3%
增持
SCHR
SCHWAB INTERMEDIATE-TERM US TREASURY ETF
+$1.1M
35,531
+151%
增持
VT
VANGUARD TOTAL WORLD STOCK ETF
+$1.0M
28,191
+61%
增持
VOO
VANGUARD S&P 500 ETF
+$1.0M
35,287
+2%
减持
VGIT
VANGUARD INTERMEDIATE-TERM TREASURY ETF
-$1.0M
65,308
-21%
增持
BLV
VANGUARD LONG-TERM BOND ETF
+$982.6K
36,066
+59%
增持
QCOM
QUALCOMM INC COM
+$971.7K
15,351
+143%
增持
VMBS
VANGUARD MORTGAGE-BACKED SECURITIES ETF
+$940.7K
142,986
+16%
建仓
CLH
CLEAN HARBORS INC COM
+$863.5K
7,567
增持
JPM
JPMORGAN CHASE & CO COM
+$836.9K
26,584
+2%
增持
IWD
ISHARES RUSSELL 1000 VALUE ETF
+$806.7K
7,568
+202%
减持
ADI
ANALOG DEVICES INC COM
-$805.0K
2,182
-74%
增持
V
VISA INC COM CL A
+$803.8K
11,041
+32%
增持
—
NORWEGIAN CRUISE LINE HLDG LTD SHS
+$788.4K
64,981
+11181%
减持
PFF
ISHARES PREFERRED & INCOME SECURITIES ETF
-$782.3K
1,038
-96%
增持
VCSH
VANGUARD SHORT-TERM CORPORATE BOND ETF
+$757.4K
244,093
+3%
建仓
RWL
INVESCO S&P 500 REVENUE ETF
+$729.5K
9,866
建仓
BIL
SPDR BLOOMBERG 1-3 MONTH T-BILL ETF
+$716.3K
7,831
增持
GOOG
ALPHABET INC CAP STK CL C
+$708.0K
38,499
+37%
增持
WSC
WILLSCOT MOBIL MINI HLDNG CORP COM CL A
+$691.1K
15,366
+22170%
增持
NFLX
NETFLIX INC COM
+$682.0K
2,852
+321%
增持
VNLA
JANUS HENDERSON SHORT DURATION INCOME ETF
+$681.2K
47,768
+46%
减持
PGX
INVESCO PREFERRED ETF
-$673.7K
8,790
-86%
增持
CHD
CHURCH & DWIGHT CO INC COM
+$672.8K
8,545
+3681%
增持
ADBE
ADOBE SYSTEMS INCORPORATED COM
+$638.0K
3,245
+97%
增持
REET
ISHARES GLOBAL REIT ETF
+$625.9K
40,024
+201%
增持
SPG
SIMON PPTY GROUP INC NEW COM
+$598.1K
5,389
+1318%
减持
UPS
UNITED PARCEL SERVICE INC CL B
-$567.5K
4,835
-45%
增持
—
EXXON MOBIL CORP COM
+$557.4K
13,077
+29%
增持
CRWD
CROWDSTRIKE HLDGS INC CL A
+$546.2K
8,141
+332%
增持
MGV
VANGUARD MEGA CAP VALUE ETF
+$538.3K
40,168
+1%
建仓
DLN
WISDOMTREE U.S. LARGECAP DIVIDEND FUND
+$534.2K
8,623
增持
TSLA
TESLA INC COM
-$527.9K
6,333
+28%
增持
WPC
WP CAREY INC COM
+$521.3K
7,298
+949%
增持
MUB
ISHARES NATIONAL MUNI BOND ETF
+$515.8K
6,395
+312%
建仓
CSQ
CALAMOS STRATEGIC TOTAL RETURN COM SH BEN INT
+$495.3K
36,904
增持
DFIV
DIMENSIONAL INTERNATIONAL VALUE ETF
+$487.7K
105,057
+0%
增持
AVDE
AVANTIS INTERNATIONAL EQUITY ETF
+$476.4K
36,143
+14%
减持
TMO
THERMO FISHER SCIENTIFIC INC COM
-$465.3K
1,590
-40%
增持
OXY
OCCIDENTAL PETE CORP COM
+$462.1K
28,641
+31%
减持
LOW
LOWES COS INC COM
-$452.8K
2,135
-54%
减持
MA
MASTERCARD INCORPORATED CL A
-$450.3K
2,803
-44%
减持
—
SYNOVUS FINL CORP COM NEW
-$450.1K
396
-97%
增持
EFV
ISHARES MSCI EAFE VALUE ETF
+$437.5K
44,125
+7%
增持
SUB
ISHARES SHORT-TERM NATIONAL MUNI BOND ETF
+$434.0K
12,803
+46%
减持
MCHP
MICROCHIP TECHNOLOGY INC. COM
-$427.7K
2,083
-78%
增持
DE
DEERE & CO COM
+$425.7K
1,459
+142%
增持
PG
PROCTER AND GAMBLE CO COM
+$421.9K
7,976
+28%
减持
LPLA
LPL FINL HLDGS INC COM
-$412.2K
2,386
-44%
增持
META
META PLATFORMS INC CL A
+$409.7K
11,631
+59%
增持
FISV
FISERV INC COM
+$408.2K
4,405
+999%
建仓
IEO
ISHARES U.S. OIL & GAS EXPLORATION & PRODUCTION ETF
+$394.7K
4,250
减持
SCHD
SCHWAB US DIVIDEND EQUITY ETF
+$393.0K
52,356
-2%
减持
ULTA
ULTA BEAUTY INC COM
-$389.2K
590
-64%
增持
JPST
JPMORGAN ULTRA-SHORT INCOME ETF
+$386.4K
7,767
+11493%
减持
SFBS
SERVISFIRST BANCSHARES INC COM
-$384.8K
34,337
-0%
减持
NEE
NEXTERA ENERGY INC COM
-$380.7K
6,319
-46%
增持
PEP
PEPSICO INC COM
+$371.2K
3,887
+92%
增持
ABBV
ABBVIE INC COM
+$371.1K
6,615
+27%
增持
WMT
WALMART INC COM
+$370.1K
11,715
+18%
减持
SHM
SPDR NUVEEN BLOOMBERG SHORT TERM MUNICIPAL BOND ETF
-$361.1K
6,851
-54%
增持
IVV
ISHARES CORE S&P 500 ETF
+$359.1K
7,522
+7%
增持
AMZN
AMAZON COM INC COM
-$355.2K
39,795
+22%
减持
SDY
SPDR S&P DIVIDEND ETF
+$350.4K
27,867
-1%
增持
PANW
PALO ALTO NETWORKS INC COM
+$348.6K
7,873
+72%
建仓
FSK
FS KKR CAP CORP COM
+$346.2K
19,782
增持
RSP
INVESCO S&P 500 EQUAL WEIGHT ETF
+$341.4K
2,587
+1254%
减持
MS
MORGAN STANLEY COM NEW
-$340.8K
11,035
-32%
建仓
IBB
ISHARES BIOTECHNOLOGY ETF
+$338.6K
2,579
增持
PFE
PFIZER INC COM
+$336.9K
25,349
+15%
增持
AVUS
AVANTIS U.S. EQUITY ETF
+$334.6K
50,884
+2%
清仓
FLOT
ISHARES FLOATING RATE BOND ETF
-$333.0K
0
-100%
减持
GOVT
ISHARES U.S. TREASURY BOND ETF
-$329.9K
16,159
-47%
增持
VYM
VANGUARD HIGH DIVIDEND YIELD INDEX ETF
+$325.8K
9,249
+30%
增持
IYW
ISHARES U.S. TECHNOLOGY ETF
+$318.4K
4,543
+1614%
增持
GLD
SPDR Gold Shares ETF
+$315.0K
2,588
+222%
减持
CRM
SALESFORCE INC COM
-$313.5K
4,318
-30%
增持
IWF
ISHARES RUSSELL 1000 GROWTH ETF
+$302.7K
3,079
+81%
减持
NOW
SERVICENOW INC COM
-$300.0K
394
-67%
减持
WRB
BERKLEY W R CORP COM
-$295.0K
7,000
-44%
减持
EMXC
ISHARES MSCI EMERGING MARKETS EX CHINA ETF
-$289.7K
15,615
-33%
增持
PYPL
PAYPAL HLDGS INC COM
+$288.3K
9,917
+105%
增持
MBB
ISHARES MBS ETF
+$287.9K
5,023
+159%
减持
VOE
VANGUARD MID-CAP VALUE ETF
+$285.5K
28,420
-3%
增持
—
TIMOTHY PLAN HIGH DIVIDEND STOCK ENHANCED ETF
+$285.5K
79,810
+13%
增持
DFIC
DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF
+$280.4K
50,530
+14%
减持
CVS
CVS HEALTH CORP COM
-$276.8K
10,411
-20%
增持
TWLO
TWILIO INC CL A
+$276.2K
6,704
+794%
增持
IWS
ISHARES RUSSELL MID-CAP VALUE ETF
+$273.4K
2,624
+9619%
增持
VNQ
VANGUARD REAL ESTATE ETF
+$266.5K
4,856
+190%
减持
KEY
KEYCORP COM
-$264.6K
1,170
-93%
增持
XLV
HEALTH CARE SELECT SECTOR SPDR FUND
+$263.9K
1,957
+12947%
减持
—
NXP SEMICONDUCTORS N V COM
-$260.0K
620
-74%
增持
—
CYBERARK SOFTWARE LTD SHS
+$258.9K
2,159
+1431%
减持
VBR
VANGUARD SMALL CAP VALUE ETF
+$254.7K
16,938
-0%
减持
PSA
PUBLIC STORAGE COM
-$250.7K
190
-82%
减持
POOL
POOL CORP COM
-$249.9K
1,225
-37%
减持
NTAP
NETAPP INC COM
-$246.2K
1,296
-75%
