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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 5
增持 97
减持 46
清仓 2
方向
标的
Δ市值
现股数(环比)
增持
IAU
iShares Gold Trust ETF
+$13.5M
737,368
+69%
建仓
SOVF
SOVEREIGNS CAPITAL FLOURISH FUND
+$12.9M
456,290
增持
VUG
VANGUARD GROWTH ETF
+$9.2M
135,899
+12%
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
—
PIONEER NAT RES CO COM
-$7.1M
3,831
-89%
增持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$6.5M
903,776
+7%
增持
VTV
VANGUARD VALUE ETF
+$6.5M
221,013
+15%
减持
GLD
SPDR Gold Shares ETF
-$6.5M
8,045
-83%
增持
BIL
SPDR BLOOMBERG 1-3 MONTH T-BILL ETF
+$6.1M
229,478
+42%
减持
XLE
Energy Select Sector SPDR ETF
-$5.5M
8,814
-87%
增持
AAPL
APPLE INC COM
+$4.2M
168,526
+2%
增持
MSFT
MICROSOFT CORP COM
+$3.6M
46,282
+6%
建仓
DCOR
DIMENSIONAL US CORE EQUITY 1 ETF
+$3.1M
58,840
增持
IVV
ISHARES CORE S&P 500 ETF
+$2.7M
19,757
+26%
增持
AVGO
BROADCOM INC COM
+$2.5M
8,177
+2%
增持
IYW
ISHARES U.S. TECHNOLOGY ETF
+$2.5M
35,353
+97%
增持
AMZN
AMAZON COM INC COM
+$2.3M
70,737
+7%
增持
VCSH
VANGUARD SHORT-TERM CORPORATE BOND ETF
+$2.2M
312,583
+7%
减持
TIP
ISHARES TIPS BOND ETF
-$2.1M
516
-98%
增持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
+$1.9M
120,695
+0%
减持
KKR
KKR & CO INC COM
+$1.9M
99,429
-4%
建仓
SKYY
FIRST TRUST CLOUD COMPUTING ETF
+$1.7M
19,596
增持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
+$1.7M
333,581
+9%
增持
VOO
VANGUARD S&P 500 ETF
+$1.7M
36,395
+1%
增持
BSVO
EA BRIDGEWAY OMNI SMALL-CAP VALUE ETF
+$1.7M
555,172
+2%
增持
BNDX
VANGUARD TOTAL INTERNATIONAL BOND ETF
+$1.7M
242,803
+12%
减持
DHI
D R HORTON INC COM
+$1.6M
41,388
-4%
增持
QQQ
INVESCO QQQ TRUST SERIES I
+$1.6M
7,713
+74%
增持
BSV
VANGUARD SHORT-TERM BOND ETF
+$1.6M
151,118
+13%
增持
ITOT
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
+$1.5M
15,268
+2359%
增持
MARA
MARATHON DIGITAL HOLDINGS INC COM
+$1.5M
64,800
+6222%
增持
CRWD
CROWDSTRIKE HLDGS INC CL A
+$1.5M
15,940
+4%
增持
VC
VISTEON CORP COM NEW
+$1.5M
11,940
+132567%
增持
VHT
VANGUARD HEALTH CARE ETF
+$1.5M
73,927
+2%
增持
VIGI
Vanguard International Dividend Appreciation ETF
+$1.5M
28,866
+150%
增持
DGRO
ISHARES CORE DIVIDEND GROWTH ETF
+$1.4M
118,333
+19%
增持
RBA
RB GLOBAL INC COM
+$1.4M
68,322
+36%
增持
VB
VANGUARD SMALL-CAP ETF
+$1.4M
47,077
+3%
增持
META
META PLATFORMS INC CL A
+$1.4M
16,055
+13%
增持
GOOGL
ALPHABET INC CAP STK CL A
+$1.4M
97,230
+4%
减持
PGR
PROGRESSIVE CORP COM
+$1.4M
68,554
-0%
增持
AMAT
APPLIED MATLS INC COM
+$1.4M
48,529
+3%
增持
TPLC
TIMOTHY PLAN FUND TIMOTHY PLAN US LARGE/MID CAP CORE FUND
+$1.3M
95,823
+41%
增持
RWL
INVESCO S&P 500 REVENUE ETF
+$1.3M
71,731
+16%
增持
NVDA
NVIDIA CORPORATION COM
+$1.2M
12,404
+9%
减持
UHAL
U HAUL HOLDING COMPANY COM
-$1.2M
15,309
-63%
减持
DFAC
DIMENSIONAL U.S. CORE EQUITY 2 ETF
-$1.2M
391,723
-19%
增持
PPG
PPG INDS INC COM
+$1.2M
43,869
+5%
增持
DUHP
DIMENSIONAL US HIGH PROFITABILITY ETF
+$1.2M
57,149
+210%
增持
GPK
GRAPHIC PACKAGING HLDG CO COM
+$1.2M
311,412
+6%
增持
WWJD
INSPIRE INTERNATIONAL ETF
+$1.1M
139,752
+23%
增持
BLV
VANGUARD LONG-TERM BOND ETF
+$1.1M
73,794
+13%
增持
DFAS
DIMENSIONAL U.S. SMALL CAP ETF
+$1.1M
43,954
+52%
增持
COWZ
PACER US CASH COWS 100 ETF
+$1.1M
115,885
+16%
减持
—
BRIDGE INVT GROUP HLDGS INC COM CL A
-$1.0M
81,715
-58%
增持
CALF
PACER US SMALL CAP CASH COWS 100 ETF
+$1.0M
58,079
+35%
减持
BDX
BECTON DICKINSON & CO COM
-$959.9K
779
-82%
增持
SO
SOUTHERN CO COM
+$951.0K
26,558
+89%
增持
TOTL
SPDR DOUBLELINE TOTAL RETURN TACTICAL ETF
+$863.2K
24,279
+723%
减持
HD
HOME DEPOT INC COM
+$824.4K
19,725
-1%
增持
VMBS
VANGUARD MORTGAGE-BACKED SECURITIES ETF
+$824.0K
196,999
+4%
增持
PANW
PALO ALTO NETWORKS INC COM
+$823.7K
10,188
+10%
增持
PFN
PIMCO INCOME STRATEGY FD II COM
+$789.9K
724,459
+7%
建仓
SGOV
ISHARES 0-3 MONTH TREASURY BOND ETF
+$738.0K
7,360
减持
EFA
ISHARES MSCI EAFE ETF
-$733.5K
92,647
-17%
增持
BIBL
INSPIRE 100 ETF
+$724.3K
109,777
+10%
减持
QCOM
QUALCOMM INC COM
-$721.4K
11,727
-46%
增持
BIV
VANGUARD INTERMEDIATE-TERM BOND ETF
+$717.1K
71,595
+9%
减持
COST
COSTCO WHSL CORP NEW COM
+$709.7K
8,116
-1%
增持
MAS
MASCO CORP COM
+$707.8K
47,453
+3%
增持
GSIE
GOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETF
+$705.7K
251,699
+1%
增持
TPHD
TIMOTHY PLAN HIGH DIVIDEND STOCK ETF
+$694.7K
77,801
+27%
增持
XLV
HEALTH CARE SELECT SECTOR SPDR FUND
+$689.7K
6,440
+340%
减持
BX
BLACKSTONE INC COM
+$674.9K
48,739
-8%
增持
—
BERRY GLOBAL GROUP INC COM
+$666.4K
81,728
+5%
增持
IXUS
ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF
+$658.6K
11,271
+824%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$624.3K
14,237
+12%
减持
VYM
VANGUARD HIGH DIVIDEND YIELD INDEX ETF
-$623.6K
15,301
-32%
增持
DIHP
DIMENSIONAL INTERNATIONAL HIGH PROFITABILITY ETF
+$622.3K
32,571
+254%
减持
SPG
SIMON PPTY GROUP INC NEW COM
-$603.9K
1,904
-77%
增持
DFCF
DIMENSIONAL CORE FIXED INCOME ETF
+$597.2K
84,759
+14%
增持
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
+$590.4K
17,031
+199%
增持
VGIT
VANGUARD INTERMEDIATE-TERM TREASURY ETF
+$589.8K
90,280
+8%
减持
MRK
MERCK & CO INC COM
-$585.9K
27,173
-21%
减持
ABBV
ABBVIE INC COM
-$574.4K
4,862
-45%
增持
V
VISA INC COM CL A
+$541.8K
12,279
+6%
减持
COP
CONOCOPHILLIPS COM
-$539.3K
42,751
-7%
增持
ABT
ABBOTT LABS COM
+$538.7K
23,697
+11%
增持
CVX
CHEVRON CORP NEW COM
-$534.3K
46,104
+5%
增持
VT
VANGUARD TOTAL WORLD STOCK ETF
+$516.7K
30,826
+8%
减持
—
TIMOTHY PLAN HIGH DIVIDEND STOCK ENHANCED ETF
-$514.8K
26,079
-48%
增持
VGLT
VANGUARD LONG-TERM TREASURY ETF
+$489.7K
12,314
+155%
减持
BUD
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR
-$485.5K
1,683
-84%
增持
IEFA
ISHARES CORE MSCI EAFE ETF
+$484.6K
9,394
+243%
减持
—
UNILEVER PLC SPON ADR NEW
-$483.4K
5,166
-65%
减持
CDC
VICTORYSHARES US EQ INCOME ENHANCED VOLATILITY WTD ETF
-$477.2K
10,785
-45%
增持
VGSH
VANGUARD SHORT-TERM TREASURY ETF
+$476.4K
29,652
+36%
清仓
—
VMWARE INC CL A COM
-$468.6K
0
-100%
减持
JPM
JPMORGAN CHASE & CO COM
+$460.4K
25,512
-5%
减持
DFUS
DIMENSIONAL U.S. EQUITY ETF
+$457.6K
90,940
-1%
增持
CGCP
CAPITAL GROUP CORE PLUS INCOME ETF
+$456.6K
23,060
+643%
增持
EMXC
ISHARES MSCI EMERGING MARKETS EX CHINA ETF
+$456.4K
22,089
+43%
增持
MGV
VANGUARD MEGA CAP VALUE ETF
+$454.2K
40,958
+3%
减持
AMGN
AMGEN INC COM
+$453.4K
26,604
-1%
增持
CRM
SALESFORCE INC COM
+$451.7K
6,094
+7%
增持
SPYM
SPDR PORTFOLIO S&P 500 ETF
+$450.3K
12,131
+168%
减持
SFBS
SERVISFIRST BANCSHARES INC COM
+$438.2K
31,960
-1%
增持
MBB
ISHARES MBS ETF
+$431.3K
11,407
+58%
减持
GOOG
ALPHABET INC CAP STK CL C
+$429.5K
60,209
-1%
减持
AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
-$428.9K
5,830
-46%
减持
J
JACOBS SOLUTIONS INC COM
-$420.3K
171
-95%
减持
CL
COLGATE PALMOLIVE CO COM
-$417.4K
1,773
-77%
增持
USIG
ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF
+$415.6K
25,763
+37%
减持
MGK
VANGUARD MEGA CAP GROWTH ETF
+$414.5K
17,289
-4%
增持
TPSC
TIMOTHY PLAN US SMALL CAP CORE ETF
+$406.1K
45,810
+17%
增持
DFUV
DIMENSIONAL US MARKETWIDE VALUE ETF
+$405.4K
126,376
+0%
清仓
SECT
MAIN SECTOR ROTATION ETF
-$404.9K
0
-100%
增持
ISMD
INSPIRE SMALL/MID CAP ETF
+$397.0K
67,449
+5%
增持
AVDV
AVANTIS INTERNATIONAL SMALL CAP VALUE ETF
+$396.8K
44,053
+8%
增持
VNLA
JANUS HENDERSON SHORT DURATION INCOME ETF
+$384.0K
67,982
+12%
减持
CDL
VICTORYSHARES US LARGE CAP HIGH DIVIDEND VOLATILITY WTD ETF
-$382.9K
5,022
-60%
增持
DFAT
DIMENSIONAL U.S. TARGETED VALUE ETF
+$376.6K
54,892
+0%
增持
NKE
NIKE INC CL B
+$375.3K
12,995
+20%
减持
NFLX
NETFLIX INC COM
+$366.5K
3,932
-4%
增持
SCHZ
SCHWAB US AGGREGATE BOND ETF
+$363.5K
8,169
+1979%
增持
AMD
ADVANCED MICRO DEVICES INC COM
+$360.3K
7,059
+7%
减持
AVUS
AVANTIS U.S. EQUITY ETF
+$357.9K
50,733
-2%
减持
SPY
SPDR S&P 500 ETF TRUST
+$357.1K
8,326
-1%
减持
CVS
CVS HEALTH CORP COM
-$356.5K
10,895
-37%
增持
FLOT
ISHARES FLOATING RATE BOND ETF
+$352.1K
50,762
+16%
减持
FDX
FEDEX CORP COM
-$352.1K
12,451
-6%
减持
CFO
VICTORYSHARES US 500 ENHANCED VOLATILITY WTD ETF
-$351.8K
4,907
-55%
增持
XEL
XCEL ENERGY INC COM
+$349.8K
6,235
+885%
增持
AMH
AMERICAN HOMES 4 RENT CL A
+$346.7K
136,287
+1%
增持
IGSB
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF
+$341.2K
6,669
+44360%
建仓
EWJ
ISHARES MSCI JAPAN ETF
+$335.3K
5,228
减持
HSIC
HENRY SCHEIN INC COM
-$334.5K
114
-98%
增持
SCHW
SCHWAB CHARLES CORP COM
+$316.4K
20,162
+3%
减持
ADBE
ADOBE INC COM
+$314.6K
3,835
-1%
增持
BLES
INSPIRE GLOBAL HOPE ETF
+$313.8K
9,585
+978%
增持
DFIS
DIMENSIONAL INTERNATIONAL SMALL CAP ETF
+$313.0K
16,779
+298%
增持
IWM
ISHARES RUSSELL 2000 ETF
+$312.8K
4,172
+41%
增持
IWD
ISHARES RUSSELL 1000 VALUE ETF
+$311.9K
9,162
+16%
增持
KNX
KNIGHT-SWIFT TRANSN HLDGS INC CL A
+$311.0K
40,074
+1%
减持
BAC
BANK AMERICA CORP COM
+$309.1K
64,717
-5%
增持
OEF
ISHARES S&P 100 ETF
+$307.4K
4,163
+34%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE ETF
+$307.2K
47,984
+13%
增持
BA
BOEING CO COM
+$299.3K
4,198
+1%
减持
GS
GOLDMAN SACHS GROUP INC COM
-$289.1K
4,345
-28%
增持
DFIC
DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF
+$288.5K
86,622
+5%
减持
JBHT
HUNT J B TRANS SVCS INC COM
+$287.4K
35,833
-2%
