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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 1
增持 149
方向
标的
Δ市值
现股数(环比)
增持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$50.2M
1,938,667
+115%
增持
VUG
VANGUARD GROWTH ETF
+$43.8M
268,752
+98%
增持
VTV
VANGUARD VALUE ETF
+$42.9M
495,252
+124%
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
AAPL
APPLE INC COM
+$32.3M
358,130
+113%
增持
BIL
SPDR BLOOMBERG 1-3 MONTH T-BILL ETF
+$30.8M
564,777
+146%
增持
IAU
iShares Gold Trust ETF
+$28.7M
1,400,089
+90%
增持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
+$21.7M
244,370
+102%
增持
VCSH
VANGUARD SHORT-TERM CORPORATE BOND ETF
+$20.7M
583,571
+87%
增持
MSFT
MICROSOFT CORP COM
+$19.8M
97,076
+110%
增持
VHT
VANGUARD HEALTH CARE ETF
+$18.9M
147,648
+100%
增持
VOO
VANGUARD S&P 500 ETF
+$17.1M
73,475
+102%
增持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
+$16.9M
735,404
+120%
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$16.8M
132,561
+104%
增持
GOOGL
ALPHABET INC CAP STK CL A
+$15.8M
194,269
+100%
增持
SOVF
Sovereigns Capital Flourish Fund
+$15.7M
1,023,514
+124%
增持
BNDX
VANGUARD TOTAL INTERNATIONAL BOND ETF
+$14.8M
547,939
+126%
增持
BSV
VANGUARD SHORT-TERM BOND ETF
+$14.5M
341,843
+126%
建仓
FBTC
FIDELITY WISE ORIGIN BITCOIN FUND
+$14.4M
279,120
增持
PGR
PROGRESSIVE CORP COM
+$14.1M
136,137
+99%
增持
AMZN
AMAZON COM INC COM
+$14.0M
150,550
+113%
增持
DFAC
DIMENSIONAL U.S. CORE EQUITY 2 ETF
+$13.7M
841,774
+115%
增持
VB
VANGUARD SMALL-CAP ETF
+$12.5M
105,658
+124%
增持
NVDA
NVIDIA CORPORATION COM
+$12.3M
26,593
+114%
增持
BSVO
EA BRIDGEWAY OMNI SMALL-CAP VALUE ETF
+$11.4M
1,125,135
+103%
增持
AVGO
BROADCOM INC COM
+$10.5M
16,268
+99%
增持
CVX
CHEVRON CORP NEW COM
+$10.5M
111,332
+141%
增持
AMAT
APPLIED MATLS INC COM
+$9.9M
98,557
+103%
增持
TSLA
TESLA INC COM
+$9.9M
71,921
+301%
增持
VMBS
VANGUARD MORTGAGE-BACKED SECURITIES ETF
+$9.6M
413,503
+110%
增持
IVV
ISHARES CORE S&P 500 ETF
+$9.5M
38,671
+96%
增持
GOOG
ALPHABET INC CAP STK CL C
+$9.5M
117,807
+96%
增持
KKR
KKR & CO INC COM
+$9.1M
196,984
+98%
增持
RWL
INVESCO S&P 500 REVENUE ETF
+$9.0M
171,968
+140%
增持
HD
HOME DEPOT INC COM
+$8.7M
45,821
+132%
增持
GSIE
GOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETF
+$8.6M
510,049
+103%
增持
DGRO
ISHARES CORE DIVIDEND GROWTH ETF
+$8.4M
268,908
+127%
增持
MBB
ISHARES MBS ETF
+$8.2M
102,839
+802%
增持
GPK
GRAPHIC PACKAGING HLDG CO COM
+$8.1M
625,437
+101%
增持
AZO
AUTOZONE INC COM
+$8.1M
5,505
+99%
增持
AMGN
AMGEN INC COM
+$8.0M
55,750
+110%
增持
EFA
ISHARES MSCI EAFE ETF
+$7.8M
193,204
+109%
增持
COP
CONOCOPHILLIPS COM
+$7.3M
100,955
+136%
增持
COWZ
PACER US CASH COWS 100 ETF
+$7.2M
247,340
+113%
增持
PPG
PPG INDS INC COM
+$7.2M
99,355
+126%
增持
SPYG
SPDR PORTFOLIO S&P 500 GROWTH ETF
+$7.0M
196,143
+104%
增持
META
META PLATFORMS INC CL A
+$6.9M
32,166
+100%
增持
COST
COSTCO WHSL CORP NEW COM
+$6.9M
17,698
+118%
增持
—
CRH PLC ORD
+$6.7M
86,808
+10987%
增持
BLV
VANGUARD LONG-TERM BOND ETF
+$6.5M
168,971
+129%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$6.5M
30,563
+115%
增持
BIV
VANGUARD INTERMEDIATE-TERM BOND ETF
+$6.4M
159,380
+123%
增持
VGIT
VANGUARD INTERMEDIATE-TERM TREASURY ETF
+$6.0M
195,119
+116%
增持
AMH
AMERICAN HOMES 4 RENT CL A
+$5.8M
298,946
+119%
增持
SPY
SPDR S&P 500 ETF TRUST
+$5.7M
19,677
+136%
增持
BX
BLACKSTONE INC COM
+$5.7M
97,419
+100%
增持
PFN
PIMCO INCOME STRATEGY FD II COM
+$5.6M
1,486,757
+105%
增持
DHI
D R HORTON INC COM
+$5.6M
80,365
+94%
增持
JEPI
JPMORGAN EQUITY PREMIUM INCOME FUND JPMORGAN EQUITY PREMIUM INCOME FUND
+$5.5M
187,987
+108%
增持
JPM
JPMORGAN CHASE & CO COM
+$5.5M
54,001
+112%
增持
IYW
ISHARES U.S. TECHNOLOGY ETF
+$5.4M
77,470
+119%
增持
DFUV
DIMENSIONAL US MARKETWIDE VALUE ETF
+$5.2M
260,676
+106%
增持
DCOR
DIMENSIONAL US CORE EQUITY 1 ETF
+$5.2M
151,509
+157%
增持
DFUS
DIMENSIONAL U.S. EQUITY ETF
+$5.0M
181,930
+100%
增持
IIIV
I3 VERTICALS INC COM CL A
+$5.0M
516,911
+73%
增持
RBA
RB GLOBAL INC COM
+$4.8M
135,669
+99%
增持
TPLC
TIMOTHY PLAN FUND TIMOTHY PLAN US LARGE/MID CAP CORE FUND
+$4.7M
214,111
+123%
增持
MGK
VANGUARD MEGA CAP GROWTH ETF
+$4.6M
34,048
+97%
增持
MGV
VANGUARD MEGA CAP VALUE ETF
+$4.6M
80,537
+97%
增持
WWJD
INSPIRE INTERNATIONAL ETF
+$4.3M
288,492
+106%
增持
PLTR
PALANTIR TECHNOLOGIES INC CL A
+$4.3M
200,662
+3346%
增持
—
BERRY GLOBAL GROUP INC COM
+$4.3M
157,224
+92%
增持
SCHD
SCHWAB US DIVIDEND EQUITY ETF
+$4.3M
102,553
+117%
增持
CRWD
CROWDSTRIKE HLDGS INC CL A
+$4.2M
30,464
+91%
增持
VOE
VANGUARD MID-CAP VALUE ETF
+$3.8M
52,251
+98%
增持
VC
VISTEON CORP COM NEW
+$3.8M
46,494
+289%
增持
DFIV
DIMENSIONAL INTERNATIONAL VALUE ETF
+$3.8M
211,543
+100%
增持
MRK
MERCK & CO INC COM
+$3.8M
56,391
+108%
增持
VIGI
Vanguard International Dividend Appreciation ETF
+$3.7M
76,301
+164%
增持
IWF
ISHARES RUSSELL 1000 GROWTH ETF
+$3.7M
15,808
+255%
增持
WMT
WALMART INC COM
+$3.6M
78,484
+351%
增持
LKQ
LKQ CORP COM
+$3.6M
164,667
+104%
增持
QQQ
INVESCO QQQ TRUST SERIES I
+$3.6M
16,148
+109%
增持
TPHD
TIMOTHY PLAN HIGH DIVIDEND STOCK ETF
+$3.5M
179,234
+130%
增持
SDY
SPDR S&P DIVIDEND ETF
+$3.5M
52,468
+108%
增持
FLOT
ISHARES FLOATING RATE BOND ETF
+$3.4M
117,933
+132%
增持
CALF
PACER US SMALL CAP CASH COWS 100 ETF
+$3.4M
131,621
+127%
增持
V
VISA INC COM CL A
+$3.3M
24,625
+101%
增持
FDX
FEDEX CORP COM
+$3.3M
24,947
+100%
增持
MAS
MASCO CORP COM
+$3.2M
94,593
+99%
增持
VNLA
JANUS HENDERSON SHORT DURATION INCOME ETF
+$3.2M
134,652
+98%
增持
DFIC
DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF
+$3.2M
210,210
+143%
增持
IDV
ISHARES INTERNATIONAL SELECT DIVIDEND ETF
+$3.2M
222,849
+107%
增持
DFAS
DIMENSIONAL U.S. SMALL CAP ETF
+$3.1M
97,553
+122%
增持
PANW
PALO ALTO NETWORKS INC COM
+$3.0M
20,606
+102%
增持
—
EXXON MOBIL CORP COM
+$3.0M
37,223
+204%
增持
DUHP
DIMENSIONAL US HIGH PROFITABILITY ETF
+$2.9M
152,203
+166%
增持
DFAT
DIMENSIONAL U.S. TARGETED VALUE ETF
+$2.8M
109,884
+100%
增持
NVO
NOVO-NORDISK A S ADR
+$2.8M
43,499
+100%
增持
DE
DEERE & CO COM
+$2.8M
13,156
+117%
增持
LLY
ELI LILLY & CO COM
+$2.7M
6,598
+114%
增持
IWD
ISHARES RUSSELL 1000 VALUE ETF
+$2.7M
24,816
+171%
增持
AVDV
AVANTIS INTERNATIONAL SMALL CAP VALUE ETF
+$2.6M
84,472
+92%
增持
BAC
BANK AMERICA CORP COM
+$2.6M
134,388
+108%
增持
VBR
VANGUARD SMALL CAP VALUE ETF
+$2.6M
28,466
+99%
增持
BIBL
INSPIRE 100 ETF
+$2.5M
179,142
+63%
增持
MARA
MARATHON DIGITAL HOLDINGS INC COM
+$2.5M
222,249
+243%
增持
ABT
ABBOTT LABS COM
+$2.5M
47,404
+100%
增持
NFLX
NETFLIX INC COM
+$2.4M
8,209
+109%
增持
OXY
OCCIDENTAL PETE CORP COM
+$2.3M
65,959
+109%
增持
MA
MASTERCARD INCORPORATED CL A
+$2.2M
9,682
+105%
增持
VT
VANGUARD TOTAL WORLD STOCK ETF
+$2.2M
51,447
+67%
增持
EFV
ISHARES MSCI EAFE VALUE ETF
+$2.1M
83,729
+92%
增持
VGSH
VANGUARD SHORT-TERM TREASURY ETF
+$2.1M
66,293
+124%
增持
JNJ
JOHNSON & JOHNSON COM
+$2.1M
23,317
+165%
增持
VYM
VANGUARD HIGH DIVIDEND YIELD INDEX ETF
+$2.1M
33,023
+116%
增持
MCD
MCDONALDS CORP COM
+$2.0M
13,800
+119%
增持
TPSC
TIMOTHY PLAN US SMALL CAP CORE ETF
+$2.0M
104,537
+128%
增持
CLH
CLEAN HARBORS INC COM
+$2.0M
21,056
+99%
增持
VCIT
VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF
+$2.0M
52,733
+92%
增持
GS
GOLDMAN SACHS GROUP INC COM
+$1.9M
8,764
+102%
增持
SFBS
SERVISFIRST BANCSHARES INC COM
+$1.9M
63,889
+100%
增持
SO
SOUTHERN CO COM
+$1.9M
52,031
+96%
增持
SKYY
FIRST TRUST CLOUD COMPUTING ETF
+$1.9M
40,146
+105%
增持
DFCF
DIMENSIONAL CORE FIXED INCOME ETF
+$1.8M
129,803
+53%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE ETF
+$1.8M
105,446
+120%
增持
KNX
KNIGHT-SWIFT TRANSN HLDGS INC CL A
+$1.8M
79,426
+98%
增持
TJX
TJX COS INC NEW COM
+$1.8M
38,324
+100%
增持
BRK/A
BERKSHIRE HATHAWAY INC DEL CL A
+$1.8M
6
+100%
增持
DFAX
DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF
+$1.8M
137,071
+110%
增持
MUB
ISHARES NATIONAL MUNI BOND ETF
+$1.8M
23,832
+231%
增持
IWN
ISHARES RUSSELL 2000 VALUE ETF
+$1.8M
12,140
+3320%
增持
PG
PROCTER AND GAMBLE CO COM
+$1.7M
17,918
+148%
增持
IJH
ISHARES CORE S&P MID-CAP ETF
+$1.7M
35,541
+558%
增持
SCHW
SCHWAB CHARLES CORP COM
+$1.7M
43,091
+114%
增持
ADBE
ADOBE INC COM
+$1.7M
7,470
+95%
增持
—
CARNIVAL CORP PAIRED CTF
+$1.7M
114,331
+5418%
增持
GLD
SPDR Gold Shares ETF
+$1.6M
15,540
+93%
增持
CRM
SALESFORCE INC COM
+$1.6M
11,998
+97%
增持
PAVE
GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF
+$1.6M
56,872
+291%
增持
MDY
SPDR S&P MIDCAP 400 ETF TRUST
+$1.5M
6,175
+91%
增持
WSO
WATSCO INC COM
+$1.5M
4,321
+356%
增持
PEP
PEPSICO INC COM
+$1.5M
16,136
+108%
增持
CGCP
CAPITAL GROUP CORE PLUS INCOME ETF
+$1.5M
90,380
+292%
增持
DFEM
DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF
+$1.5M
96,634
+142%
增持
SUB
ISHARES SHORT-TERM NATIONAL MUNI BOND ETF
+$1.4M
29,907
+86%
增持
IEFA
ISHARES CORE MSCI EAFE ETF
+$1.4M
29,399
+213%
增持
USIG
ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF
+$1.4M
54,673
+112%
增持
EMXC
ISHARES MSCI EMERGING MARKETS EX CHINA ETF
+$1.4M
47,262
+114%
增持
ORCL
ORACLE CORP COM
+$1.4M
24,354
+104%
增持
HAL
HALLIBURTON CO COM
+$1.4M
45,775
+419%
