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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 1
增持 9
减持 138
清仓 2
方向
标的
Δ市值
现股数(环比)
减持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
-$36.4M
1,119,638
-42%
减持
VUG
VANGUARD GROWTH ETF
-$30.0M
152,512
-43%
减持
VTV
VANGUARD VALUE ETF
-$29.5M
276,451
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。
-44%
减持
IAU
iShares Gold Trust ETF
-$27.3M
651,369
-53%
减持
BIL
SPDR BLOOMBERG 1-3 MONTH T-BILL ETF
-$26.7M
272,815
-52%
减持
VCSH
VANGUARD SHORT-TERM CORPORATE BOND ETF
-$25.1M
253,443
-57%
减持
VHT
VANGUARD HEALTH CARE ETF
-$19.5M
65,240
-56%
减持
AAPL
APPLE INC COM
-$18.9M
206,360
-42%
减持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
-$18.6M
124,642
-49%
减持
MSFT
MICROSOFT CORP COM
-$14.5M
54,258
-44%
减持
VTI
VANGUARD TOTAL STOCK MARKET ETF
-$13.8M
67,600
-49%
减持
VOO
VANGUARD S&P 500 ETF
-$12.0M
41,529
-43%
减持
GOOGL
ALPHABET INC CAP STK CL A
-$11.3M
105,116
-46%
减持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
-$11.1M
440,885
-40%
减持
PGR
PROGRESSIVE CORP COM
-$11.0M
65,356
-52%
减持
BSVO
EA BRIDGEWAY OMNI SMALL-CAP VALUE ETF
-$10.1M
562,822
-50%
减持
BNDX
VANGUARD TOTAL INTERNATIONAL BOND ETF
-$10.1M
336,025
-39%
减持
DFAC
DIMENSIONAL U.S. CORE EQUITY 2 ETF
-$9.9M
456,958
-46%
减持
BSV
VANGUARD SHORT-TERM BOND ETF
-$9.6M
212,632
-38%
减持
VB
VANGUARD SMALL-CAP ETF
-$9.5M
55,837
-47%
减持
SOVF
Sovereigns Capital Flourish Fund
-$8.7M
643,470
-37%
减持
VMBS
VANGUARD MORTGAGE-BACKED SECURITIES ETF
-$8.4M
221,262
-46%
减持
IVV
ISHARES CORE S&P 500 ETF
-$8.2M
19,390
-50%
减持
—
BERRY GLOBAL GROUP INC COM
-$7.9M
28,261
-82%
减持
GOOG
ALPHABET INC CAP STK CL C
-$7.9M
58,227
-51%
减持
AMAT
APPLIED MATLS INC COM
-$7.4M
49,183
-50%
减持
AMZN
AMAZON COM INC COM
-$7.2M
93,780
-38%
减持
JBHT
HUNT J B TRANS SVCS INC COM
-$7.2M
193
-99%
减持
GSIE
GOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETF
-$6.9M
284,382
-44%
减持
PPG
PPG INDS INC COM
-$6.9M
53,800
-46%
减持
AZO
AUTOZONE INC COM
-$6.6M
2,751
-50%
减持
GPK
GRAPHIC PACKAGING HLDG CO COM
-$6.6M
304,661
-51%
增持
AVGO
BROADCOM INC COM
-$6.6M
81,225
+399%
减持
IIIV
I3 VERTICALS INC COM CL A
-$6.5M
193,676
-63%
减持
EFA
ISHARES MSCI EAFE ETF
-$6.0M
108,855
-44%
减持
AMGN
AMGEN INC COM
-$5.8M
29,520
-47%
减持
CVX
CHEVRON CORP NEW COM
-$5.7M
72,649
-35%
减持
COWZ
PACER US CASH COWS 100 ETF
-$5.7M
130,192
-47%
减持
COP
CONOCOPHILLIPS COM
-$5.3M
62,470
-38%
减持
META
META PLATFORMS INC CL A
-$5.2M
15,690
-51%
减持
KKR
KKR & CO INC COM
-$5.0M
99,431
-50%
减持
PFN
PIMCO INCOME STRATEGY FD II COM
-$5.0M
798,490
-46%
减持
DHI
D R HORTON INC COM
-$4.9M
38,691
-52%
减持
HD
HOME DEPOT INC COM
-$4.9M
29,057
-37%
减持
CRWD
CROWDSTRIKE HLDGS INC CL A
-$4.9M
14,928
-51%
减持
SPYG
SPDR PORTFOLIO S&P 500 GROWTH ETF
-$4.8M
107,466
-45%
减持
DGRO
ISHARES CORE DIVIDEND GROWTH ETF
-$4.8M
166,356
-38%
减持
DFUV
DIMENSIONAL US MARKETWIDE VALUE ETF
-$4.7M
125,910
-52%
减持
BIV
VANGUARD INTERMEDIATE-TERM BOND ETF
-$4.5M
96,132
-40%
减持
BLV
VANGUARD LONG-TERM BOND ETF
-$4.5M
103,095
-39%
减持
CCK
CROWN HLDGS INC COM
-$4.4M
75
-100%
减持
BX
BLACKSTONE INC COM
-$4.4M
54,159
-44%
减持
DFUS
DIMENSIONAL U.S. EQUITY ETF
-$4.3M
89,190
-51%
减持
JEPI
JPMORGAN EQUITY PREMIUM INCOME ETF
-$4.3M
106,199
-44%
减持
MGK
VANGUARD MEGA CAP GROWTH ETF
-$4.3M
15,680
-54%
减持
VGIT
VANGUARD INTERMEDIATE-TERM TREASURY ETF
-$4.2M
120,051
-38%
减持
MGV
VANGUARD MEGA CAP VALUE ETF
-$4.2M
39,295
-51%
减持
COST
COSTCO WHSL CORP NEW COM
-$4.2M
9,892
-44%
减持
AVUS
AVANTIS U.S. EQUITY ETF
-$4.1M
1,357
-97%
减持
DFCF
DIMENSIONAL CORE FIXED INCOME ETF
-$4.1M
32,384
-75%
减持
RBA
RB GLOBAL INC COM
-$4.0M
67,163
-50%
减持
AMH
AMERICAN HOMES 4 RENT CL A
-$4.0M
186,036
-38%
减持
LKQ
LKQ CORP COM
-$3.9M
85,403
-48%
减持
VNLA
JANUS HENDERSON SHORT DURATION INCOME ETF
-$3.7M
57,861
-57%
增持
FBTC
FIDELITY WISE ORIGIN BITCOIN FUND
+$3.6M
316,414
+13%
清仓
SKYY
FIRST TRUST CLOUD COMPUTING ETF
-$3.6M
0
-100%
减持
DFIV
DIMENSIONAL INTERNATIONAL VALUE ETF
-$3.6M
104,598
-51%
减持
VOE
VANGUARD MID-CAP VALUE ETF
-$3.5M
25,975
-50%
减持
MRK
MERCK & CO INC COM
-$3.4M
29,621
-47%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
-$3.2M
18,961
-38%
增持
PLTR
PALANTIR TECHNOLOGIES INC CL A
+$3.2M
281,322
+40%
减持
WWJD
INSPIRE INTERNATIONAL ETF
-$3.2M
173,324
-40%
减持
JPM
JPMORGAN CHASE & CO. COM
-$3.1M
31,587
-42%
减持
SCHD
SCHWAB US DIVIDEND EQUITY ETF
-$3.1M
58,045
-43%
减持
SPY
SPDR S&P 500 ETF TRUST
-$3.0M
12,018
-39%
减持
TPLC
TIMOTHY PLAN US LARGE/MID CAP CORE ETF
-$3.0M
126,929
-41%
减持
VT
VANGUARD TOTAL WORLD STOCK ETF
-$2.9M
21,239
-59%
减持
QQQ
INVESCO QQQ TRUST SERIES I
-$2.9M
8,157
-49%
增持
—
CRH PLC ORD
+$2.9M
111,972
+29%
减持
IYW
ISHARES U.S. TECHNOLOGY ETF
-$2.8M
47,194
-39%
减持
IDV
ISHARES INTERNATIONAL SELECT DIVIDEND ETF
-$2.8M
117,416
-47%
减持
BAC
BANK AMERICA CORP COM
-$2.8M
48,718
-64%
减持
SDY
SPDR S&P DIVIDEND ETF
-$2.8M
28,441
-46%
建仓
IXP
ISHARES GLOBAL COMM SERVICES ETF
+$2.8M
31,733
减持
MAS
MASCO CORP COM
-$2.7M
46,986
-50%
减持
RWL
INVESCO S&P 500 REVENUE ETF
-$2.7M
130,120
-24%
减持
ADBE
ADOBE INC COM
-$2.6M
2,437
-67%
减持
FDX
FEDEX CORP COM
-$2.6M
12,728
-49%
减持
DFAT
DIMENSIONAL U.S. TARGETED VALUE ETF
-$2.5M
55,034
-50%
减持
ABT
ABBOTT LABS COM
-$2.5M
24,814
-48%
减持
CALF
PACER US SMALL CAP CASH COWS 100 ETF
-$2.4M
76,575
-42%
减持
AVDV
AVANTIS INTERNATIONAL SMALL CAP VALUE ETF
-$2.4M
43,124
-49%
增持
TSLA
TESLA INC COM
+$2.4M
72,191
+0%
减持
FLOT
ISHARES FLOATING RATE BOND ETF
-$2.4M
70,867
-40%
减持
VCIT
VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF
-$2.4M
22,511
-57%
减持
BIBL
INSPIRE 100 ETF
-$2.4M
102,493
-43%
减持
V
VISA INC COM CL A
-$2.4M
15,630
-37%
减持
PANW
PALO ALTO NETWORKS INC COM
-$2.3M
11,364
-45%
减持
OXY
OCCIDENTAL PETE CORP COM
-$2.3M
30,354
-54%
减持
AVIG
AVANTIS CORE FIXED INCOME ETF
-$2.3M
46
-100%
减持
VBR
VANGUARD SMALL CAP VALUE ETF
-$2.3M
14,246
-50%
减持
DE
DEERE & CO COM
-$2.3M
7,837
-40%
减持
KNX
KNIGHT-SWIFT TRANSN HLDGS INC CL A
-$2.1M
37,011
-53%
减持
EFV
ISHARES MSCI EAFE VALUE ETF
-$2.1M
41,971
-50%
减持
TPHD
TIMOTHY PLAN HIGH DIVIDEND STOCK ETF
-$2.0M
112,906
-37%
减持
DCOR
DIMENSIONAL US CORE EQUITY 1 ETF
-$1.9M
104,655
-31%
减持
NVO
NOVO-NORDISK A S ADR
-$1.9M
23,798
-45%
减持
MDY
SPDR S&P MIDCAP 400 ETF TRUST
-$1.8M
2,356
-62%
减持
DFSD
DIMENSIONAL SHORT-DURATION FIXED INCOME ETF
-$1.8M
24,588
-62%
减持
DFIC
DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF
-$1.8M
133,185
-37%
减持
MA
MASTERCARD INCORPORATED CL A
-$1.8M
5,272
-46%
增持
MBB
ISHARES MBS ETF
+$1.8M
117,769
+15%
减持
MCD
MCDONALDS CORP COM
-$1.8M
8,138
-41%
减持
SCHW
SCHWAB CHARLES CORP COM
-$1.8M
20,353
-53%
减持
ITOT
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
-$1.7M
1,509
-92%
减持
NKE
NIKE INC CL B
-$1.7M
12,214
-53%
减持
AVDE
AVANTIS INTERNATIONAL EQUITY ETF
-$1.7M
4,162
-87%
减持
SUB
ISHARES SHORT-TERM NATIONAL MUNI BOND ETF
-$1.7M
13,804
-54%
减持
ISMD
INSPIRE SMALL/MID CAP ETF
-$1.7M
50,281
-52%
减持
PAVE
GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF
-$1.7M
10,679
-81%
减持
LLY
ELI LILLY & CO COM
-$1.6M
3,618
-45%
减持
SO
SOUTHERN CO COM
-$1.6M
25,356
-51%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$1.6M
99,999
+74%
增持
CACC
CREDIT ACCEP CORP MICH COM
+$1.6M
2,743
+91333%
减持
CRM
SALESFORCE INC COM
-$1.6M
6,315
-47%
减持
DFAX
DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF
-$1.5M
73,526
-46%
减持
AVSF
AVANTIS SHORT-TERM FIXED INCOME ETF
-$1.5M
9
-100%
减持
DFAS
DIMENSIONAL U.S. SMALL CAP ETF
-$1.5M
65,799
-33%
减持
SFBS
SERVISFIRST BANCSHARES INC COM
-$1.5M
31,929
-50%
减持
BRK/A
BERKSHIRE HATHAWAY INC DEL CL A
-$1.4M
3
-50%
减持
WMT
WALMART INC COM
-$1.4M
72,345
-8%
减持
QCOM
QUALCOMM INC COM
-$1.4M
6,879
-61%
减持
CLH
CLEAN HARBORS INC COM
-$1.4M
10,223
-51%
减持
TJX
TJX COS INC NEW COM
-$1.4M
19,705
-49%
减持
NFLX
NETFLIX INC COM
-$1.4M
4,614
-44%
减持
VC
VISTEON CORP COM NEW
-$1.4M
34,245
-26%
减持
SBUX
STARBUCKS CORP COM
-$1.3M
12,591
-49%
减持
UNH
UNITEDHEALTH GROUP INC COM
-$1.3M
2,622
-53%
增持
MSTR
MICROSTRATEGY INC CL A NEW
+$1.3M
884
+459%
减持
CGDV
CAPITAL GROUP DIVIDEND VALUE ETF
-$1.3M
56,757
-46%
减持
TPSC
TIMOTHY PLAN US SMALL CAP CORE ETF
-$1.3M
60,979
-42%
减持
PEP
PEPSICO INC COM
-$1.2M
8,979
-44%
减持
—
PINNACLE FINL PARTNERS INC COM
-$1.2M
17,876
-50%
减持
VOT
VANGUARD MID-CAP GROWTH ETF
-$1.2M
6,143
-48%
减持
IJH
ISHARES CORE S&P MID-CAP ETF
-$1.2M
32,672
-8%
减持
—
ACCENTURE PLC IRELAND SHS CLASS A
-$1.2M
4,493
-45%
清仓
—
PIONEER NAT RES CO COM
-$1.2M
0
-100%
减持
GLD
SPDR Gold Shares ETF
-$1.1M
8,735
-44%
减持
UHAL
U HAUL HOLDING COMPANY COM
-$1.1M
1,334
-92%
减持
—
NORWEGIAN CRUISE LINE HLDG LTD SHS
-$1.1M
27,511
-67%
