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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 12
增持 109
减持 28
清仓 1
方向
标的
Δ市值
现股数(环比)
增持
BIL
SPDR BLOOMBERG 1-3 MONTH T-BILL ETF
+$13.8M
158,046
+1918%
建仓
BSVO
EA BRIDGEWAY OMNI SMALL-CAP VALUE ETF
+$8.7M
494,046
增持
AAPL
APPLE INC COM
+$7.3M
136,612
+17%
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
GLD
SPDR Gold Shares ETF
+$7.1M
40,924
+1481%
增持
EFA
ISHARES MSCI EAFE ETF
+$5.9M
106,478
+309%
建仓
SHY
ISHARES 1-3 YEAR TREASURY BOND ETF
+$5.7M
69,543
增持
VUG
VANGUARD GROWTH ETF
+$5.0M
89,474
+10%
减持
IIIV
I3 VERTICALS INC COM CL A
-$4.8M
298,235
-40%
增持
XLE
Energy Select Sector SPDR ETF
+$4.7M
72,730
+380%
增持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$4.3M
678,112
+8%
减持
NSP
INSPERITY INC COM
-$4.3M
23
-100%
建仓
PFN
PIMCO INCOME STRATEGY FD II COM
+$4.2M
579,511
增持
TIP
ISHARES TIPS BOND ETF
+$4.2M
38,612
+3901%
建仓
PICK
ISHARES MSCI GLOBAL METALS & MINING PRODUCERS ETF
+$3.1M
73,304
建仓
FLOT
ISHARES FLOATING RATE BOND ETF
+$3.1M
60,939
建仓
PAVE
GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF
+$2.8M
98,507
建仓
XES
SPDR S&P OIL & GAS EQUIPMENT & SERVICES ETF
+$2.5M
33,804
增持
IAU
iShares Gold Trust ETF
+$2.4M
318,711
+16%
增持
TSLA
TESLA INC COM
+$2.4M
15,107
+139%
增持
MSFT
MICROSOFT CORP COM
+$2.2M
35,052
+6%
增持
UHAL
U HAUL HOLDING COMPANY COM
+$2.2M
37,469
+4481%
增持
NVDA
NVIDIA CORPORATION COM
+$2.0M
10,024
+88%
增持
GPK
GRAPHIC PACKAGING HLDG CO COM
+$2.0M
243,017
+27%
减持
XLF
Financial Select Sector SPDR ETF
-$1.9M
70,296
-43%
增持
AMZN
AMAZON COM INC COM
+$1.9M
50,577
+27%
增持
GOOGL
ALPHABET INC CAP STK CL A
+$1.9M
75,630
+12%
增持
AMH
AMERICAN HOMES 4 RENT CL A
+$1.8M
130,329
+70%
增持
BNDX
VANGUARD TOTAL INTERNATIONAL BOND ETF
+$1.8M
159,456
+25%
增持
JBHT
HUNT J B TRANS SVCS INC COM
+$1.7M
30,113
+48%
增持
VTV
VANGUARD VALUE ETF
+$1.7M
144,741
+11%
增持
PGR
PROGRESSIVE CORP COM
+$1.5M
67,293
+7%
增持
VYM
VANGUARD HIGH DIVIDEND YIELD INDEX ETF
+$1.4M
23,071
+149%
增持
META
META PLATFORMS INC CL A
+$1.4M
13,218
+14%
增持
DFAC
DIMENSIONAL U.S. CORE EQUITY 2 ETF
+$1.4M
411,818
+10%
增持
VOO
VANGUARD S&P 500 ETF
+$1.4M
36,570
+4%
增持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
+$1.2M
239,976
+11%
建仓
HYD
VANECK HIGH YIELD MUNI ETF
+$1.2M
23,228
增持
VTEB
VANGUARD TAX-EXEMPT BOND ETF
+$1.2M
25,305
+1171%
增持
VHT
VANGUARD HEALTH CARE ETF
+$1.2M
57,558
+14%
增持
BSV
VANGUARD SHORT-TERM BOND ETF
+$1.1M
104,153
+15%
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$1.0M
74,079
+0%
增持
FDX
FEDEX CORP COM
+$993.3K
12,424
+17%
增持
QUAL
ISHARES MSCI USA QUALITY FACTOR ETF
+$990.3K
8,104
+5993%
增持
AMAT
APPLIED MATLS INC COM
+$987.8K
37,752
+1%
增持
GOOG
ALPHABET INC CAP STK CL C
+$976.5K
42,236
+10%
增持
VCSH
VANGUARD SHORT-TERM CORPORATE BOND ETF
+$953.9K
253,276
+4%
增持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
+$952.8K
122,907
+4%
增持
VMBS
VANGUARD MORTGAGE-BACKED SECURITIES ETF
+$928.1K
159,760
+12%
增持
BX
BLACKSTONE INC COM
+$918.1K
52,537
+5%
减持
ESGU
ISHARES ESG AWARE MSCI USA ETF
-$915.1K
10,528
-52%
增持
LKQ
LKQ CORP COM
+$891.6K
78,489
+18%
增持
BLV
VANGUARD LONG-TERM BOND ETF
+$882.5K
45,604
+26%
增持
—
PIONEER NAT RES CO COM
+$864.6K
27,642
+32%
增持
GSIE
GOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETF
+$844.9K
236,369
+6%
增持
DGRO
ISHARES CORE DIVIDEND GROWTH ETF
+$838.6K
49,132
+52%
增持
MAS
MASCO CORP COM
+$812.1K
46,373
+45%
增持
BIV
VANGUARD INTERMEDIATE-TERM BOND ETF
+$770.2K
47,669
+23%
增持
VB
VANGUARD SMALL-CAP ETF
+$758.5K
44,371
+6%
建仓
—
LINDE PLC SHS
+$752.4K
2,117
增持
AVGO
BROADCOM INC COM
+$724.8K
6,997
+4%
增持
MGK
VANGUARD MEGA CAP GROWTH ETF
+$715.8K
18,752
+3%
增持
COWZ
PACER US CASH COWS 100 ETF
+$715.3K
69,100
+26%
减持
JNJ
JOHNSON & JOHNSON COM
-$704.3K
16,508
-11%
增持
DHI
D R HORTON INC COM
+$699.8K
44,257
+9%
减持
BXSL
BLACKSTONE SECD LENDING FD COMMON STOCK
-$686.0K
2,813
-92%
增持
CCK
CROWN HLDGS INC COM
+$684.6K
44,061
+22%
清仓
—
LINDE PLC SHS
-$684.6K
0
-100%
增持
KKR
KKR & CO INC COM
+$665.5K
101,558
+1%
增持
—
BERRY GLOBAL GROUP INC COM
+$636.9K
72,200
+21%
增持
—
RITCHIE BROS AUCTIONEERS COM
+$622.9K
11,080
+79043%
增持
CALF
PACER US SMALL CAP CASH COWS 100 ETF
+$618.2K
17,473
+1242%
减持
SFBS
SERVISFIRST BANCSHARES INC COM
-$605.1K
32,237
-6%
增持
KNX
KNIGHT-SWIFT TRANSN HLDGS INC CL A
+$604.3K
39,894
+26%
增持
CLH
CLEAN HARBORS INC COM
+$601.0K
10,273
+36%
增持
COP
CONOCOPHILLIPS COM
-$597.5K
36,667
+2%
增持
PANW
PALO ALTO NETWORKS INC COM
+$586.8K
8,438
+7%
增持
BA
BOEING CO COM
+$586.4K
4,225
+159%
增持
CRM
SALESFORCE INC COM
+$561.6K
5,677
+31%
减持
CHD
CHURCH & DWIGHT CO INC COM
-$554.8K
1,516
-82%
增持
AZO
AUTOZONE INC COM
+$545.8K
2,668
+9%
增持
CRWD
CROWDSTRIKE HLDGS INC CL A
+$544.3K
10,210
+25%
建仓
AVSC
AVANTIS U.S SMALL CAP EQUITY ETF
+$511.8K
11,604
增持
AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
+$502.1K
11,544
+73%
减持
WPC
WP CAREY INC COM
-$495.1K
972
-87%
增持
SPY
SPDR S&P 500 ETF TRUST
+$476.9K
6,430
+14%
增持
VT
VANGUARD TOTAL WORLD STOCK ETF
+$452.7K
31,301
+11%
增持
NFLX
NETFLIX INC COM
+$443.2K
3,717
+30%
增持
SUB
ISHARES SHORT-TERM NATIONAL MUNI BOND ETF
+$443.0K
16,985
+33%
增持
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
+$433.8K
10,965
+406%
减持
UNH
UNITEDHEALTH GROUP INC COM
-$419.2K
2,751
-15%
增持
OXY
OCCIDENTAL PETE CORP COM
+$408.6K
35,443
+24%
增持
EFG
ISHARES MSCI EAFE GROWTH ETF
+$401.5K
9,931
+57%
减持
JPST
JPMORGAN ULTRA-SHORT INCOME ETF
-$385.9K
69
-99%
增持
CVX
CHEVRON CORP NEW COM
-$379.7K
38,545
+4%
增持
QCOM
QUALCOMM INC COM
+$364.0K
16,082
+5%
增持
AMD
ADVANCED MICRO DEVICES INC COM
+$358.5K
5,570
+93%
增持
IBB
ISHARES BIOTECHNOLOGY ETF
+$352.7K
5,352
+108%
减持
AVDE
AVANTIS INTERNATIONAL EQUITY ETF
-$336.2K
27,814
-23%
增持
LEN
LENNAR CORP CL A
+$324.8K
4,275
+211%
增持
BIBL
INSPIRE 100 ETF
+$318.0K
61,258
+14%
减持
HPQ
HP INC COM
-$314.2K
4,223
-74%
增持
DIS
DISNEY WALT CO COM
+$312.3K
7,829
+44%
增持
XLP
Consumer Staples Select Sector SPDR ETF
+$311.6K
4,623
+921%
减持
PFE
PFIZER INC COM
-$306.8K
24,315
-4%
减持
GMED
GLOBUS MED INC CL A
-$305.8K
16
-100%
增持
WWJD
INSPIRE INTERNATIONAL ETF
+$292.4K
36,438
+33%
减持
EEMV
ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF
-$290.7K
210
-96%
减持
JPM
JPMORGAN CHASE & CO COM
-$285.4K
25,167
-5%
增持
QQQ
INVESCO QQQ TRUST
+$284.7K
2,145
+41%
增持
HD
HOME DEPOT INC COM
-$284.4K
17,512
+1%
增持
DBC
Invesco DB Commodity Index Tracking ETF
+$279.7K
12,050
+4589%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$275.6K
3,302
+37%
减持
CSQ
CALAMOS STRATEGIC TOTAL RETURN COM SH BEN INT
-$273.7K
15,824
-57%
增持
—
TIMOTHY PLAN US LARGE/MID CAP CORE ENHANCED ETF
+$270.2K
68,087
+24%
减持
CPRT
COPART INC COM
-$268.6K
987
-82%
增持
DFIC
DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF
+$262.0K
57,817
+14%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
+$260.4K
8,818
+17%
增持
MDY
SPDR S&P MIDCAP 400 ETF TRUST
+$256.8K
3,147
+18%
增持
COST
COSTCO WHSL CORP NEW COM
+$244.7K
2,717
+12%
增持
MBB
ISHARES MBS ETF
+$242.0K
7,473
+49%
增持
—
TIMOTHY PLAN HIGH DIVIDEND STOCK ENHANCED ETF
+$235.4K
89,527
+12%
增持
VXF
VANGUARD EXTENDED MARKET ETF
+$228.4K
4,261
+53%
减持
MTUM
ISHARES MSCI USA MOMENTUM FACTOR ETF
-$222.7K
136
-92%
减持
EOG
EOG RES INC COM
-$221.9K
8,394
-8%
增持
—
VMWARE INC CL A COM
+$214.0K
2,967
+133%
减持
TGT
TARGET CORP COM
+$212.2K
16,101
-2%
建仓
AVRE
AVANTIS REAL ESTATE ETF
+$211.4K
5,098
增持
DFCF
DIMENSIONAL CORE FIXED INCOME ETF
+$208.2K
31,971
+15%
增持
DG
DOLLAR GEN CORP NEW COM
+$208.0K
35,092
+20%
增持
DFAX
DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF
+$207.5K
63,775
+9%
增持
ISMD
INSPIRE SMALL/MID CAP ETF
+$206.9K
39,518
+17%
建仓
EMGF
ISHARES EMERGING MARKETS EQUITY FACTOR ETF
+$204.4K
4,924
减持
EEM
ISHARES MSCI EMERGING MARKETS ETF
-$194.9K
5,047
-51%
增持
IYW
ISHARES U.S. TECHNOLOGY ETF
+$193.4K
5,730
+26%
减持
HPE
HEWLETT PACKARD ENTERPRISE CO COM
-$193.2K
5,656
-68%
增持
CDC
VICTORYSHARES US EQ INCOME ENHANCED VOLATILITY WTD ETF
+$193.1K
44,881
+10%
增持
IWF
ISHARES RUSSELL 1000 GROWTH ETF
+$188.8K
3,473
+13%
增持
TPSC
TIMOTHY PLAN US SMALL CAP CORE ETF
+$187.5K
17,046
+50%
减持
DFIV
DIMENSIONAL INTERNATIONAL VALUE ETF
+$186.3K
104,871
-0%
减持
SHYG
ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF
-$184.3K
845
-84%
减持
DFUV
DIMENSIONAL US MARKETWIDE VALUE ETF
-$179.8K
126,805
-4%
增持
VNLA
JANUS HENDERSON SHORT DURATION INCOME ETF
+$175.1K
51,084
+7%
增持
UHAL/B
U HAUL HOLDING COMPANY COM SER N
+$174.2K
5,520
+171%
增持
CAT
CATERPILLAR INC COM
+$169.4K
2,752
+43%
增持
AVUS
AVANTIS U.S. EQUITY ETF
+$168.9K
51,207
+1%
增持
AGNT
EXP WORLD HLDGS INC COM
+$166.0K
15,061
+563%
增持
BAUG
INNOVATOR U.S. EQUITY BUFFER ETF - AUGUST
+$165.6K
12,406
+64%
增持
SCHD
SCHWAB US DIVIDEND EQUITY ETF
+$160.2K
56,249
+7%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE ETF
+$158.9K
19,535
+40%
减持
FSK
FS KKR CAP CORP COM
-$158.7K
10,137
-49%
