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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 4
增持 111
减持 33
清仓 2
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC COM
+$9.2M
163,365
+20%
增持
SPYG
SPDR PORTFOLIO S&P 500 GROWTH ETF
+$6.0M
100,442
+4620%
增持
VUG
VANGUARD GROWTH ETF
+$5.7M
99,170
+11%
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。
清仓
SHY
ISHARES 1-3 YEAR TREASURY BOND ETF
-$5.7M
0
-100%
增持
MSFT
MICROSOFT CORP COM
+$4.6M
43,165
+23%
增持
JEPI
JPMORGAN EQUITY PREMIUM INCOME ETF
+$3.3M
59,454
+57622%
增持
AMZN
AMAZON COM INC COM
+$3.3M
65,182
+29%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$3.2M
12,408
+276%
减持
PICK
ISHARES MSCI GLOBAL METALS & MINING PRODUCERS ETF
-$3.1M
70
-100%
增持
COST
COSTCO WHSL CORP NEW COM
+$3.0M
8,105
+198%
增持
GOOGL
ALPHABET INC CAP STK CL A
+$3.0M
90,507
+20%
建仓
RBA
RB GLOBAL INC COM
+$2.8M
46,076
增持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$2.7M
721,751
+6%
增持
VHT
VANGUARD HEALTH CARE ETF
+$2.6M
66,837
+16%
增持
PPG
PPG INDS INC COM
+$2.6M
17,831
+5386%
增持
GOOG
ALPHABET INC CAP STK CL C
+$2.6M
57,721
+37%
减持
PAVE
GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF
-$2.6M
7,656
-92%
减持
TGT
TARGET CORP COM
-$2.5M
917
-94%
减持
XES
SPDR S&P OIL & GAS EQUIPMENT & SERVICES ETF
-$2.5M
38
-100%
增持
VTV
VANGUARD VALUE ETF
+$2.4M
157,791
+9%
增持
AVGO
BROADCOM INC COM
+$2.1M
7,554
+8%
增持
NVDA
NVIDIA CORPORATION COM
+$1.9M
11,097
+11%
增持
ABT
ABBOTT LABS COM
+$1.7M
21,610
+255%
增持
IAU
iShares Gold Trust ETF
+$1.6M
370,009
+16%
建仓
BRK/A
BERKSHIRE HATHAWAY INC DEL CL A
+$1.6M
3
减持
BIL
SPDR BLOOMBERG 1-3 MONTH T-BILL ETF
-$1.5M
141,345
-11%
增持
AMAT
APPLIED MATLS INC COM
+$1.4M
42,107
+12%
减持
XLF
Financial Select Sector SPDR ETF
-$1.4M
26,570
-62%
增持
DFAC
DIMENSIONAL U.S. CORE EQUITY 2 ETF
+$1.2M
431,783
+5%
增持
NVO
NOVO-NORDISK A S ADR
+$1.2M
10,877
+208%
增持
META
META PLATFORMS INC CL A
+$1.2M
13,894
+5%
增持
—
PIONEER NAT RES CO COM
+$1.2M
32,813
+19%
增持
BIBL
INSPIRE 100 ETF
+$1.1M
93,291
+52%
增持
DFCF
DIMENSIONAL CORE FIXED INCOME ETF
+$1.1M
59,789
+87%
增持
TJX
TJX COS INC NEW COM
+$1.1M
19,119
+205%
增持
BDX
BECTON DICKINSON & CO COM
+$1.1M
4,429
+1427%
增持
JBHT
HUNT J B TRANS SVCS INC COM
+$1.1M
35,111
+17%
增持
IYW
ISHARES U.S. TECHNOLOGY ETF
+$1.1M
14,694
+156%
增持
COWZ
PACER US CASH COWS 100 ETF
+$1.0M
89,095
+29%
减持
VOO
VANGUARD S&P 500 ETF
+$1.0M
36,230
-1%
减持
CDC
VICTORYSHARES US EQ INCOME ENHANCED VOLATILITY WTD ETF
-$1.0M
29,859
-33%
减持
DHI
D R HORTON INC COM
+$981.4K
43,593
-2%
增持
HD
HOME DEPOT INC COM
+$952.3K
19,702
+13%
减持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$947.0K
72,937
-2%
增持
—
BK OF AMERICA CORP 7.25CNV PFD L
+$937.7K
850
+1600%
增持
MCD
MCDONALDS CORP COM
+$932.2K
6,432
+82%
增持
BSVO
EA BRIDGEWAY OMNI SMALL-CAP VALUE ETF
+$917.3K
537,397
+9%
减持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
+$908.8K
122,131
-1%
增持
SCHW
SCHWAB CHARLES CORP COM
+$900.3K
19,521
+396%
增持
COP
CONOCOPHILLIPS COM
+$887.6K
43,677
+19%
增持
BNDX
VANGUARD TOTAL INTERNATIONAL BOND ETF
+$846.1K
176,896
+11%
增持
WWJD
INSPIRE INTERNATIONAL ETF
+$845.9K
66,709
+83%
增持
—
ACCENTURE PLC IRELAND SHS CLASS A
+$833.4K
3,992
+186%
增持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
+$824.6K
258,593
+8%
增持
EXPD
EXPEDITORS INTL WASH INC COM
+$810.0K
7,208
+1158%
增持
ISMD
INSPIRE SMALL/MID CAP ETF
+$802.3K
63,148
+60%
增持
BSV
VANGUARD SHORT-TERM BOND ETF
+$792.8K
115,913
+11%
增持
PEP
PEPSICO INC COM
+$789.8K
7,975
+111%
增持
WMT
WALMART INC COM
+$785.7K
15,982
+37%
增持
MA
MASTERCARD INCORPORATED CL A
+$780.8K
4,619
+62%
增持
—
BERRY GLOBAL GROUP INC COM
+$764.3K
77,975
+8%
增持
QQQ
INVESCO QQQ TRUST SERIES I
+$754.7K
3,906
+82%
增持
SBUX
STARBUCKS CORP COM
+$748.8K
11,463
+209%
减持
JNJ
JOHNSON & JOHNSON COM
-$745.7K
10,955
-34%
增持
TPLC
TIMOTHY PLAN FUND TIMOTHY PLAN US LARGE/MID CAP CORE FUND
+$725.5K
20,771
+3187%
增持
JPM
JPMORGAN CHASE & CO COM
+$720.6K
27,504
+9%
增持
CDL
VICTORYSHARES US LARGE CAP HIGH DIVIDEND VOLATILITY WTD ETF
+$717.9K
13,786
+1178%
增持
DGRO
ISHARES CORE DIVIDEND GROWTH ETF
+$687.6K
61,007
+24%
增持
VT
VANGUARD TOTAL WORLD STOCK ETF
+$662.0K
36,550
+17%
增持
PFN
PIMCO INCOME STRATEGY FD II COM
+$648.7K
666,266
+15%
减持
USB
US BANCORP DEL COM NEW
-$636.8K
3,386
-84%
增持
DFSD
DIMENSIONAL SHORT-DURATION FIXED INCOME ETF
+$633.6K
29,345
+88%
清仓
—
RITCHIE BROS AUCTIONEERS COM
-$623.7K
0
-100%
增持
PGR
PROGRESSIVE CORP COM
-$623.5K
68,017
+1%
增持
BAC
BANK AMERICA CORP COM
+$590.7K
44,184
+87%
增持
NKE
NIKE INC CL B
+$581.0K
10,267
+128%
增持
VCSH
VANGUARD SHORT-TERM CORPORATE BOND ETF
+$574.1K
262,773
+4%
增持
ADBE
ADOBE SYSTEMS INCORPORATED COM
+$561.6K
3,590
+16%
增持
AMH
AMERICAN HOMES 4 RENT CL A
+$560.9K
131,444
+1%
增持
AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
+$549.7K
17,355
+50%
减持
MGK
VANGUARD MEGA CAP GROWTH ETF
+$548.0K
18,626
-1%
增持
CMCSA
COMCAST CORP NEW CL A
+$546.8K
28,770
+68%
增持
PANW
PALO ALTO NETWORKS INC COM
+$546.5K
8,735
+4%
增持
CL
COLGATE PALMOLIVE CO COM
+$534.3K
7,949
+665%
增持
CCK
CROWN HLDGS INC COM
+$531.7K
48,072
+9%
减持
XLE
Energy Select Sector SPDR ETF
-$526.4K
67,732
-7%
增持
GLD
SPDR Gold Shares ETF
+$506.5K
44,901
+10%
增持
TPHD
TIMOTHY PLAN HIGH DIVIDEND STOCK ETF
+$493.6K
20,568
+316%
增持
—
UNILEVER PLC SPON ADR NEW
+$482.5K
15,071
+158%
增持
CRWD
CROWDSTRIKE HLDGS INC CL A
+$479.4K
12,806
+25%
建仓
GCOW
PACER GLOBAL CASH COWS DIVIDEND ETF
+$477.6K
14,407
增持
BUD
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR
+$466.0K
11,185
+343%
减持
—
TIMOTHY PLAN HIGH DIVIDEND STOCK ENHANCED ETF
-$464.1K
72,272
-19%
增持
CVX
CHEVRON CORP NEW COM
+$463.5K
42,914
+11%
增持
CVS
CVS HEALTH CORP COM
+$457.9K
18,658
+67%
减持
TSLA
TESLA INC COM
+$443.5K
13,667
-10%
增持
SPG
SIMON PPTY GROUP INC NEW COM
+$443.3K
9,333
+65%
增持
RWL
INVESCO S&P 500 REVENUE ETF
+$442.4K
15,334
+49%
增持
SFBS
SERVISFIRST BANCSHARES INC COM
-$435.5K
32,395
+0%
减持
DVN
DEVON ENERGY CORP NEW COM
-$423.8K
13,461
-37%
增持
BND
VANGUARD TOTAL BOND MARKET ETF
+$395.8K
12,287
+82%
减持
CFO
VICTORYSHARES US 500 ENHANCED VOLATILITY WTD ETF
-$391.8K
13,137
-32%
增持
QCOM
QUALCOMM INC COM
+$388.1K
20,495
+27%
减持
HYD
VANECK HIGH YIELD MUNI ETF
-$385.5K
15,901
-32%
增持
J
JACOBS SOLUTIONS INC COM
+$381.8K
3,242
+10358%
减持
—
TIMOTHY PLAN US LARGE/MID CAP CORE ENHANCED ETF
-$378.2K
52,171
-23%
增持
BLV
VANGUARD LONG-TERM BOND ETF
+$376.9K
51,682
+13%
增持
HSIC
HENRY SCHEIN INC COM
+$376.5K
4,651
+58038%
增持
ORCL
ORACLE CORP COM
+$368.2K
10,772
+9%
增持
KKR
KKR & CO INC COM
+$365.2K
101,769
+0%
减持
GS
GOLDMAN SACHS GROUP INC COM
-$360.0K
8,158
-11%
增持
MRK
MERCK & CO INC COM
+$358.9K
33,241
+2%
增持
SLF
SUN LIFE FINANCIAL INC. COM
+$355.2K
7,002
+3250%
减持
MAS
MASCO CORP COM
+$350.9K
46,297
-0%
减持
VYM
VANGUARD HIGH DIVIDEND YIELD INDEX ETF
-$349.5K
19,652
-15%
增持
DFUS
DIMENSIONAL U.S. EQUITY ETF
+$341.1K
91,425
+0%
减持
VTEB
VANGUARD TAX-EXEMPT BOND ETF
-$334.1K
18,873
-25%
增持
FLOT
ISHARES FLOATING RATE BOND ETF
+$320.6K
66,731
+10%
增持
BIV
VANGUARD INTERMEDIATE-TERM BOND ETF
+$317.5K
52,847
+11%
增持
SUB
ISHARES SHORT-TERM NATIONAL MUNI BOND ETF
+$315.4K
20,121
+18%
增持
GSIE
GOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETF
+$310.7K
242,210
+2%
增持
DBMF
IMGP DBI MANAGED FUTURES STRATEGY ETF
+$308.2K
11,170
+74367%
增持
NSP
INSPERITY INC COM
+$307.5K
2,608
+11239%
增持
V
VISA INC COM CL A
+$306.9K
11,584
+7%
减持
NFLX
NETFLIX INC COM
+$304.7K
3,607
-3%
减持
LLY
LILLY ELI & CO COM
+$302.4K
3,196
-8%
增持
CALF
PACER US SMALL CAP CASH COWS 100 ETF
+$290.1K
23,467
+34%
减持
XLP
Consumer Staples Select Sector SPDR ETF
-$285.8K
803
-83%
增持
IVV
ISHARES CORE S&P 500 ETF
+$285.7K
7,000
+2%
增持
DG
DOLLAR GEN CORP NEW COM
-$283.7K
41,829
+19%
增持
BX
BLACKSTONE INC COM
+$277.8K
52,626
+0%
建仓
CFA
VICTORYSHARES US 500 VOLATILITY WTD ETF
+$275.4K
3,874
减持
VB
VANGUARD SMALL-CAP ETF
-$274.3K
40,910
-8%
减持
DBC
Invesco DB Commodity Index Tracking ETF
-$268.9K
757
-94%
增持
GPK
GRAPHIC PACKAGING HLDG CO COM
-$263.8K
246,803
+2%
增持
VMBS
VANGUARD MORTGAGE-BACKED SECURITIES ETF
+$258.4K
167,324
+5%
增持
FDX
FEDEX CORP COM
+$256.3K
12,485
+0%
增持
CLH
CLEAN HARBORS INC COM
+$254.9K
10,457
+2%
增持
ABBV
ABBVIE INC COM
+$252.7K
9,564
+47%
增持
AMGN
AMGEN INC COM
+$247.9K
25,038
+14%
增持
DIS
DISNEY WALT CO COM
+$246.5K
11,541
+47%
减持
EFA
ISHARES MSCI EAFE ETF
-$245.8K
101,649
-5%
增持
SPY
SPDR S&P 500 ETF TRUST
+$241.2K
6,483
+1%
增持
CHH
CHOICE HOTELS INTL INC COM
+$235.5K
2,017
+15415%
增持
TPSC
TIMOTHY PLAN US SMALL CAP CORE ETF
+$225.4K
23,784
+40%
减持
—
NORWEGIAN CRUISE LINE HLDG LTD SHS
+$219.7K
43,960
-20%
增持
UHAL
U HAUL HOLDING COMPANY COM
+$217.1K
44,326
+18%
减持
HUM
HUMANA INC COM
-$207.8K
564
-41%
增持
IEF
ISHARES 7-10 YEAR TREASURY BOND ETF
+$204.2K
2,539
+513%
增持
AMD
ADVANCED MICRO DEVICES INC COM
+$197.9K
6,530
+17%
