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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 2
增持 91
减持 56
清仓 1
方向
标的
Δ市值
现股数(环比)
减持
DG
DOLLAR GEN CORP NEW COM
-$6.7M
3,621
-91%
增持
VUG
VANGUARD GROWTH ETF
+$4.9M
121,195
+22%
增持
VTV
VANGUARD VALUE ETF
+$4.1M
192,505
+22%
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
IVV
ISHARES CORE S&P 500 ETF
+$3.6M
15,646
+124%
增持
RWL
INVESCO S&P 500 REVENUE ETF
+$3.6M
61,684
+302%
增持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$3.4M
841,267
+17%
增持
AAPL
APPLE INC COM
-$3.4M
164,956
+1%
增持
PPG
PPG INDS INC COM
+$2.8M
41,588
+133%
增持
VCSH
VANGUARD SHORT-TERM CORPORATE BOND ETF
+$2.1M
292,607
+11%
减持
TIP
ISHARES TIPS BOND ETF
-$2.0M
20,930
-46%
增持
JEPI
JPMORGAN EQUITY PREMIUM INCOME ETF
+$1.9M
97,024
+63%
增持
BIL
SPDR BLOOMBERG 1-3 MONTH T-BILL ETF
+$1.9M
161,660
+14%
增持
IAU
iShares Gold Trust ETF
+$1.8M
436,871
+18%
增持
DGRO
ISHARES CORE DIVIDEND GROWTH ETF
+$1.8M
99,605
+63%
增持
BNDX
VANGUARD TOTAL INTERNATIONAL BOND ETF
+$1.7M
215,854
+22%
增持
DE
DEERE & CO COM
+$1.7M
6,355
+253%
增持
AMGN
AMGEN INC COM
+$1.7M
26,824
+7%
增持
TPLC
TIMOTHY PLAN FUND TIMOTHY PLAN US LARGE/MID CAP CORE FUND
+$1.6M
67,762
+226%
增持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
+$1.5M
306,183
+18%
增持
GOOGL
ALPHABET INC CAP STK CL A
+$1.3M
93,067
+3%
增持
BSV
VANGUARD SHORT-TERM BOND ETF
+$1.3M
134,088
+16%
增持
TPHD
TIMOTHY PLAN HIGH DIVIDEND STOCK ETF
+$1.2M
61,469
+199%
增持
—
PIONEER NAT RES CO COM
+$1.2M
34,876
+6%
减持
FLOT
ISHARES FLOATING RATE BOND ETF
-$1.2M
43,574
-35%
增持
WWJD
INSPIRE INTERNATIONAL ETF
+$1.1M
113,978
+71%
减持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
-$1.1M
120,316
-1%
增持
GOOG
ALPHABET INC CAP STK CL C
+$1.1M
61,098
+6%
增持
COP
CONOCOPHILLIPS COM
+$975.9K
45,921
+5%
减持
SCHR
SCHWAB INTERMEDIATE-TERM US TREASURY ETF
-$960.5K
15,371
-55%
增持
VGIT
VANGUARD INTERMEDIATE-TERM TREASURY ETF
+$959.4K
83,388
+29%
减持
VTI
VANGUARD TOTAL STOCK MARKET ETF
-$907.4K
71,367
-2%
增持
DFAC
DIMENSIONAL U.S. CORE EQUITY 2 ETF
+$895.5K
481,618
+12%
减持
VT
VANGUARD TOTAL WORLD STOCK ETF
-$889.9K
28,490
-22%
增持
MSFT
MICROSOFT CORP COM
-$854.5K
43,848
+2%
增持
CALF
PACER US SMALL CAP CASH COWS 100 ETF
+$832.6K
42,873
+83%
增持
BX
BLACKSTONE INC COM
+$813.4K
53,258
+1%
增持
XLE
Energy Select Sector SPDR ETF
+$785.2K
69,510
+3%
增持
BIV
VANGUARD INTERMEDIATE-TERM BOND ETF
+$775.7K
65,708
+24%
减持
—
BRIDGE INVT GROUP HLDGS INC COM CL A
-$761.3K
196,730
-13%
增持
TSLA
TESLA INC COM
+$728.0K
17,207
+26%
增持
SPY
SPDR S&P 500 ETF TRUST
+$726.7K
8,422
+30%
增持
CRWD
CROWDSTRIKE HLDGS INC CL A
+$693.2K
15,378
+20%
减持
AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
-$692.5K
10,713
-38%
增持
COWZ
PACER US CASH COWS 100 ETF
+$689.3K
100,229
+12%
增持
VHT
VANGUARD HEALTH CARE ETF
+$687.1K
72,523
+9%
增持
KKR
KKR & CO INC COM
+$678.4K
103,531
+2%
增持
LKQ
LKQ CORP COM
-$674.1K
77,872
+0%
减持
GS
GOLDMAN SACHS GROUP INC COM
-$665.5K
6,075
-26%
增持
CVX
CHEVRON CORP NEW COM
+$658.5K
43,952
+2%
减持
DHI
D R HORTON INC COM
-$647.9K
43,333
-1%
减持
CDC
VICTORYSHARES US EQ INCOME ENHANCED VOLATILITY WTD ETF
-$632.6K
19,465
-35%
增持
VMBS
VANGUARD MORTGAGE-BACKED SECURITIES ETF
+$613.7K
189,787
+13%
增持
BAC
BANK AMERICA CORP COM
+$602.3K
68,294
+55%
增持
VIGI
Vanguard International Dividend Appreciation ETF
+$595.7K
11,555
+280%
增持
GPK
GRAPHIC PACKAGING HLDG CO COM
+$590.2K
292,681
+19%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE ETF
+$550.9K
42,489
+100%
减持
VOO
VANGUARD S&P 500 ETF
-$549.7K
36,175
-0%
增持
PGR
PROGRESSIVE CORP COM
+$549.0K
68,574
+1%
减持
—
TIMOTHY PLAN HIGH DIVIDEND STOCK ENHANCED ETF
-$539.2K
50,191
-31%
增持
VNLA
JANUS HENDERSON SHORT DURATION INCOME ETF
+$530.4K
60,474
+22%
增持
BLV
VANGUARD LONG-TERM BOND ETF
+$519.7K
65,489
+27%
增持
JBHT
HUNT J B TRANS SVCS INC COM
+$513.8K
36,442
+4%
增持
DFCF
DIMENSIONAL CORE FIXED INCOME ETF
+$501.6K
74,228
+24%
减持
SDY
SPDR S&P DIVIDEND ETF
-$486.1K
27,576
-8%
增持
VB
VANGUARD SMALL-CAP ETF
+$475.5K
45,551
+11%
增持
DUHP
DIMENSIONAL US HIGH PROFITABILITY ETF
+$463.4K
18,447
+4582%
清仓
AMLP
ALERIAN MLP ETF
-$459.3K
0
-100%
增持
TPSC
TIMOTHY PLAN US SMALL CAP CORE ETF
+$456.3K
39,208
+65%
减持
SCHD
SCHWAB US DIVIDEND EQUITY ETF
-$448.6K
50,548
-9%
增持
AMAT
APPLIED MATLS INC COM
+$418.6K
46,982
+12%
增持
FDX
FEDEX CORP COM
+$406.9K
13,219
+6%
建仓
SECT
MAIN SECTOR ROTATION ETF
+$404.9K
9,620
增持
BSVO
EA BRIDGEWAY OMNI SMALL-CAP VALUE ETF
+$403.1K
546,405
+2%
减持
BND
VANGUARD TOTAL BOND MARKET ETF
-$400.1K
7,066
-42%
增持
IVW
ISHARES S&P 500 GROWTH ETF
+$386.1K
9,700
+146%
增持
RBA
RB GLOBAL INC COM
+$371.4K
50,176
+9%
增持
SFBS
SERVISFIRST BANCSHARES INC COM
+$365.7K
32,419
+0%
增持
SPYG
SPDR PORTFOLIO S&P 500 GROWTH ETF
+$362.7K
109,491
+9%
增持
PFN
PIMCO INCOME STRATEGY FD II COM
-$355.8K
674,961
+1%
增持
DFIC
DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF
+$355.7K
82,355
+28%
减持
SUB
ISHARES SHORT-TERM NATIONAL MUNI BOND ETF
-$345.8K
16,990
-16%
增持
EFA
ISHARES MSCI EAFE ETF
+$344.9K
111,934
+10%
减持
EFG
ISHARES MSCI EAFE GROWTH ETF
-$330.8K
7,148
-28%
建仓
TFLO
ISHARES TREASURY FLOATING RATE BOND ETF
+$328.2K
6,469
增持
CGGO
CAPITAL GROUP GLOBAL GROWTH EQUITY ETF
+$325.7K
25,104
+144%
减持
—
TIMOTHY PLAN US LARGE/MID CAP CORE ENHANCED ETF
-$321.3K
39,926
-23%
减持
ESGU
ISHARES ESG AWARE MSCI USA ETF
-$316.6K
6,919
-30%
减持
MGK
VANGUARD MEGA CAP GROWTH ETF
-$310.9K
17,947
-4%
增持
DFSD
DIMENSIONAL SHORT-DURATION FIXED INCOME ETF
+$301.3K
35,824
+22%
增持
AZO
AUTOZONE INC COM
+$300.3K
2,751
+3%
增持
MRK
MERCK & CO INC COM
-$287.4K
34,466
+4%
减持
ABT
ABBOTT LABS COM
-$286.3K
21,369
-1%
增持
IYW
ISHARES U.S. TECHNOLOGY ETF
+$285.5K
17,968
+22%
增持
COST
COSTCO WHSL CORP NEW COM
+$284.1K
8,226
+1%
减持
JNJ
JOHNSON & JOHNSON COM
-$283.1K
9,824
-10%
增持
META
META PLATFORMS INC CL A
+$268.0K
14,175
+2%
减持
VOE
VANGUARD MID-CAP VALUE ETF
-$267.8K
27,274
-2%
减持
MCD
MCDONALDS CORP COM
-$263.4K
6,287
-2%
增持
—
PINNACLE FINL PARTNERS INC COM
+$257.8K
22,051
+2%
增持
TPIF
TIMOTHY PLAN INTERNATIONAL ETF
+$257.8K
18,808
+146%
增持
PAVE
GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF
+$252.6K
16,234
+112%
增持
XSOE
WISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUND
+$251.0K
22,317
+81%
增持
VYM
VANGUARD HIGH DIVIDEND YIELD INDEX ETF
+$247.1K
22,567
+15%
减持
IEF
ISHARES 7-10 YEAR TREASURY BOND ETF
-$242.1K
34
-99%
减持
KNX
KNIGHT-SWIFT TRANSN HLDGS INC CL A
-$241.8K
39,865
-1%
增持
NVDA
NVIDIA CORPORATION COM
+$240.1K
11,344
+2%
增持
IUSB
ISHARES CORE TOTAL USD BOND MARKET ETF
+$239.3K
24,783
+34%
增持
—
NORWEGIAN CRUISE LINE HLDG LTD SHS
-$228.4K
44,211
+1%
减持
TXN
TEXAS INSTRS INC COM
-$224.8K
2,469
-28%
增持
NVO
NOVO-NORDISK A S ADR
+$222.6K
21,804
+100%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$222.3K
12,713
+2%
增持
IWF
ISHARES RUSSELL 1000 GROWTH ETF
+$219.3K
4,284
+28%
增持
ADBE
ADOBE INC COM
+$217.8K
3,870
+8%
减持
MPC
MARATHON PETE CORP COM
+$216.6K
6,379
-1%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$210.1K
20,305
+78%
增持
DIHP
DIMENSIONAL INTERNATIONAL HIGH PROFITABILITY ETF
+$209.0K
9,204
+4930%
减持
QUAL
ISHARES MSCI USA QUALITY FACTOR ETF
-$208.1K
6,791
-17%
减持
UHAL/B
U HAUL HOLDING COMPANY COM SER N
-$207.4K
1,218
-77%
减持
HYD
VANECK HIGH YIELD MUNI ETF
-$203.8K
12,484
-21%
增持
TLT
ISHARES 20 YEAR TREASURY BOND ETF
+$202.6K
3,055
+360%
减持
SPG
SIMON PPTY GROUP INC NEW COM
-$202.3K
8,104
-13%
减持
GOVT
ISHARES U.S. TREASURY BOND ETF
-$202.1K
3,013
-74%
增持
UNH
UNITEDHEALTH GROUP INC COM
+$200.8K
2,901
+11%
增持
AVDV
AVANTIS INTERNATIONAL SMALL CAP VALUE ETF
+$190.1K
40,727
+8%
减持
EW
EDWARDS LIFESCIENCES CORP COM
-$189.1K
1,914
-44%
减持
MAS
MASCO CORP COM
-$185.9K
46,223
-0%
减持
GIS
GENERAL MLS INC COM
-$184.7K
7,722
-13%
减持
LLY
ELI LILLY & CO COM
+$183.5K
3,132
-2%
减持
PFE
PFIZER INC COM
-$182.4K
20,546
-13%
增持
CCK
CROWN HLDGS INC COM
+$182.3K
49,258
+2%
减持
PYPL
PAYPAL HLDGS INC COM
-$181.4K
6,244
-24%
减持
UHAL
U HAUL HOLDING COMPANY COM
-$181.0K
41,618
-6%
减持
XLF
Financial Select Sector SPDR ETF
-$180.3K
21,566
-19%
减持
VBR
VANGUARD SMALL CAP VALUE ETF
-$179.0K
15,235
-3%
减持
SLF
SUN LIFE FINANCIAL INC. COM
-$176.6K
3,860
-45%
增持
—
BERRY GLOBAL GROUP INC COM
-$175.7K
78,197
+0%
减持
—
BROOKFIELD INFRASTRUCTURE CORP COM SB VTG SHS A
-$172.3K
384
-91%
减持
MGV
VANGUARD MEGA CAP VALUE ETF
-$171.6K
39,698
-2%
减持
DIS
DISNEY WALT CO COM
-$168.3K
10,636
-8%
减持
CCI
CROWN CASTLE INC COM
-$167.7K
500
-73%
减持
KO
COCA COLA CO COM
-$165.5K
9,772
-17%
减持
—
SEAGEN INC COM
-$164.9K
40
-96%
减持
KEYS
KEYSIGHT TECHNOLOGIES INC COM
-$163.2K
2,091
-20%
减持
IWD
ISHARES RUSSELL 1000 VALUE ETF
-$162.3K
7,918
-8%
减持
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
-$160.2K
5,695
-35%
增持
VGLT
VANGUARD LONG-TERM TREASURY ETF
+$159.9K
4,827
+184%
减持
CFO
VICTORYSHARES US 500 ENHANCED VOLATILITY WTD ETF
-$159.8K
11,025
-16%
增持
DFAS
DIMENSIONAL U.S. SMALL CAP ETF
+$157.6K
28,941
+16%
增持
CGUS
CAPITAL GROUP CORE EQUITY ETF
+$154.8K
21,912
+42%
减持
IDV
ISHARES INTERNATIONAL SELECT DIVIDEND ETF
-$153.5K
124,388
-1%
