小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 5
增持 85
减持 57
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
VNQ
VANGUARD REAL ESTATE ETF
+$8.2M
88,587
+1998%
减持
EFA
ISHARES MSCI EAFE ETF
-$6.9M
21,908
-80%
增持
VIGI
Vanguard International Dividend Appreciation ETF
+$5.4M
133,868
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。
+78%
增持
VUG
VANGUARD GROWTH ETF
+$5.3M
159,736
+5%
增持
VTV
VANGUARD VALUE ETF
+$4.2M
289,985
+5%
减持
VC
VISTEON CORP COM NEW
-$4.0M
38
-100%
建仓
AHR
AMERICAN HEALTHCARE REIT INC COM SHS
+$3.6M
136,279
增持
AVDE
AVANTIS INTERNATIONAL EQUITY ETF
+$2.9M
47,571
+1043%
增持
MSTR
MICROSTRATEGY INC CL A NEW
+$2.9M
25,564
+2792%
增持
BRK/A
BERKSHIRE HATHAWAY INC DEL CL A
+$2.9M
7
+133%
增持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$2.8M
1,131,884
+1%
增持
IAU
iShares Gold Trust ETF
+$2.6M
658,428
+1%
建仓
VSLU
APPLIED FINANCE VALUATION LARGE CAP ETF
+$2.5M
69,910
增持
TSLA
TESLA INC COM
+$2.4M
73,284
+2%
减持
PGR
PROGRESSIVE CORP COM
+$2.4M
64,501
-1%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$2.1M
155,346
+55%
增持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
+$2.1M
451,210
+2%
增持
VOO
VANGUARD S&P 500 ETF
+$1.8M
43,220
+4%
减持
CVX
CHEVRON CORP NEW COM
-$1.8M
67,246
-7%
减持
AAPL
APPLE INC COM
+$1.7M
203,947
-1%
减持
PLTR
PALANTIR TECHNOLOGIES INC CL A
+$1.6M
247,197
-12%
减持
META
META PLATFORMS INC CL A
+$1.5M
15,652
-0%
减持
MARA
MARA HOLDINGS INC COM
-$1.4M
131,719
-26%
增持
VGIT
VANGUARD INTERMEDIATE-TERM TREASURY ETF
+$1.3M
140,318
+17%
增持
FANG
DIAMONDBACK ENERGY INC COM
+$1.3M
15,731
+120%
增持
AMZN
AMAZON COM INC COM
+$1.3M
100,878
+8%
增持
DGRO
ISHARES CORE DIVIDEND GROWTH ETF
+$1.2M
179,671
+8%
增持
AVUV
AVANTIS U.S. SMALL CAP VALUE ETF
+$1.2M
14,279
+918%
增持
HD
HOME DEPOT INC COM
+$1.2M
29,316
+1%
增持
CRWD
CROWDSTRIKE HLDGS INC CL A
+$1.2M
16,518
+11%
增持
NVDA
NVIDIA CORPORATION COM
+$1.2M
165,700
+2%
增持
CIEN
CIENA CORP COM NEW
+$1.1M
17,844
+1999%
增持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
+$1.0M
124,688
+0%
增持
—
CRH PLC ORD
+$1.0M
114,657
+2%
增持
IVV
ISHARES CORE S&P 500 ETF
+$1.0M
20,361
+5%
减持
TPLC
TIMOTHY PLAN US LARGE/MID CAP CORE ETF
-$1.0M
98,926
-22%
增持
VGLT
VANGUARD LONG-TERM TREASURY ETF
+$951.0K
27,838
+117%
减持
GOOG
ALPHABET INC CAP STK CL C
-$888.5K
54,989
-6%
增持
VGSH
VANGUARD SHORT-TERM TREASURY ETF
+$863.5K
65,621
+28%
减持
NVO
NOVO-NORDISK A S ADR
-$842.0K
19,436
-18%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$830.1K
19,868
+5%
增持
GSIE
GOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETF
+$828.5K
295,414
+4%
减持
AVGO
BROADCOM INC COM
+$828.1K
80,459
-1%
增持
RWL
INVESCO S&P 500 REVENUE ETF
+$810.0K
135,355
+4%
减持
IUSB
ISHARES CORE TOTAL USD BOND MARKET ETF
-$792.5K
44,957
-29%
减持
IEFA
ISHARES CORE MSCI EAFE ETF
-$765.6K
8,627
-55%
减持
PPG
PPG INDS INC COM
-$761.6K
45,825
-15%
增持
VCSH
VANGUARD SHORT-TERM CORPORATE BOND ETF
+$733.7K
258,883
+2%
增持
SOVF
Sovereigns Capital Flourish Fund
+$723.1K
680,685
+6%
增持
COST
COSTCO WHSL CORP NEW COM
+$706.8K
9,969
+1%
减持
WMT
WALMART INC COM
+$671.2K
69,807
-4%
减持
DFIS
DIMENSIONAL INTERNATIONAL SMALL CAP ETF
-$658.1K
10,602
-71%
增持
MSFT
MICROSOFT CORP COM
+$656.4K
54,278
+0%
增持
XLE
Energy Select Sector SPDR ETF
+$616.1K
20,758
+60%
增持
BIL
SPDR BLOOMBERG 1-3 MONTH T-BILL ETF
+$615.5K
279,489
+2%
增持
DFAC
DIMENSIONAL U.S. CORE EQUITY 2 ETF
+$612.3K
462,020
+1%
减持
SNOW
SNOWFLAKE INC CL A
-$604.3K
4,451
-48%
减持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$597.0K
67,180
-1%
增持
DUHP
DIMENSIONAL US HIGH PROFITABILITY ETF
+$596.7K
148,852
+8%
减持
VEGA
ADVISORSHARES STAR GLOBAL BUY-WRITE ETF
-$586.6K
12,185
-54%
减持
ISMD
INSPIRE SMALL/MID CAP ETF
-$571.0K
35,830
-29%
增持
BNDX
VANGUARD TOTAL INTERNATIONAL BOND ETF
+$569.9K
342,881
+2%
减持
KKR
KKR & CO INC COM
+$566.7K
98,342
-1%
增持
VB
VANGUARD SMALL-CAP ETF
+$538.5K
57,210
+2%
增持
PFN
PIMCO INCOME STRATEGY FD II COM
+$528.0K
826,917
+4%
增持
CGMU
CAPITAL GROUP MUNICIPAL INCOME ETF
+$526.7K
23,525
+436%
减持
FBTC
FIDELITY WISE ORIGIN BITCOIN FUND
-$524.1K
315,694
-0%
减持
SPYM
SPDR PORTFOLIO S&P 500 ETF
-$500.8K
14,996
-36%
增持
CDC
VICTORYSHARES US EQ INCOME ENHANCED VOLATILITY WTD ETF
+$496.3K
8,362
+999%
减持
—
CARNIVAL CORP PAIRED CTF
-$493.3K
66,313
-36%
减持
DFAS
DIMENSIONAL U.S. SMALL CAP ETF
-$493.2K
58,672
-11%
增持
AMH
AMERICAN HOMES 4 RENT CL A
+$492.3K
187,714
+1%
增持
BSVO
EA BRIDGEWAY OMNI SMALL-CAP VALUE ETF
-$483.6K
564,255
+0%
增持
BSV
VANGUARD SHORT-TERM BOND ETF
+$478.3K
215,846
+2%
减持
COP
CONOCOPHILLIPS COM
-$464.6K
61,567
-1%
建仓
BLK
BLACKROCK INC COM
+$463.9K
489
增持
AMAT
APPLIED MATLS INC COM
-$453.7K
49,408
+0%
增持
PULS
PGIM ULTRA SHORT BOND ETF
+$453.1K
17,264
+111%
增持
LLY
ELI LILLY & CO COM
+$452.6K
3,795
+5%
减持
IVW
ISHARES S&P 500 GROWTH ETF
-$439.3K
17,867
-24%
增持
CBSH
COMMERCE BANCSHARES INC COM
+$436.2K
7,473
+6233%
增持
MCD
MCDONALDS CORP COM
+$432.6K
8,513
+5%
减持
SPYV
SPDR PORTFOLIO S&P 500 VALUE ETF
-$429.5K
2,638
-76%
减持
FDX
FEDEX CORP COM
-$423.6K
12,509
-2%
清仓
—
BLACKROCK INC COM
-$422.4K
0
-100%
增持
DCOR
DIMENSIONAL US CORE EQUITY 1 ETF
+$421.8K
107,910
+3%
增持
BLV
VANGUARD LONG-TERM BOND ETF
+$413.4K
104,796
+2%
减持
DHI
D R HORTON INC COM
+$406.3K
38,622
-0%
减持
WWJD
INSPIRE INTERNATIONAL ETF
-$401.8K
151,439
-13%
增持
JEPI
JPMORGAN EQUITY PREMIUM INCOME ETF
+$397.6K
109,258
+3%
增持
AM
ANTERO MIDSTREAM CORP COM
+$393.0K
31,955
+422%
增持
—
SIGNING DAY SPORTS INC COM
+$392.3K
2,723,694
+87%
减持
BX
BLACKSTONE INC COM
+$381.8K
52,769
-3%
增持
USIG
ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF
+$380.9K
39,620
+19%
减持
DYNF
ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF
-$375.0K
21,643
-29%
增持
CGCP
CAPITAL GROUP CORE PLUS INCOME ETF
+$370.4K
133,495
+11%
增持
VT
VANGUARD TOTAL WORLD STOCK ETF
+$370.1K
23,472
+11%
减持
QUAL
ISHARES MSCI USA QUALITY FACTOR ETF
-$364.1K
7,971
-24%
减持
RSP
INVESCO S&P 500 EQUAL WEIGHT ETF
-$352.8K
5,334
-30%
增持
BIV
VANGUARD INTERMEDIATE-TERM BOND ETF
+$351.8K
98,463
+2%
清仓
—
LAM RESEARCH CORP COM
-$350.2K
0
-100%
减持
ORCL
ORACLE CORP COM
+$349.3K
14,301
-4%
减持
IWS
ISHARES RUSSELL MID-CAP VALUE ETF
-$332.9K
14,115
-18%
增持
OLED
UNIVERSAL DISPLAY CORP COM
+$329.9K
1,601
+5830%
增持
ABT
ABBOTT LABS COM
+$326.8K
25,923
+4%
减持
AI
C3 AI INC CL A
-$320.9K
19,464
-34%
减持
AMGN
AMGEN INC COM
-$318.7K
29,471
-0%
减持
BA
BOEING CO COM
-$318.0K
6,077
-7%
增持
ABBV
ABBVIE INC COM
+$310.0K
9,699
+12%
增持
SO
SOUTHERN CO COM
+$309.7K
26,918
+6%
减持
IBD
INSPIRE CORPORATE BOND ETF
-$307.9K
35,387
-28%
增持
CEF
SPROTT PHYSICAL GOLD & SILVER TR UNIT
+$298.7K
30,416
+55%
减持
TPHD
TIMOTHY PLAN HIGH DIVIDEND STOCK ETF
-$292.8K
102,294
-9%
减持
SCHR
SCHWAB INTERMEDIATE-TERM US TREASURY ETF
-$292.5K
14,961
-29%
增持
LDOS
LEIDOS HOLDINGS INC COM
+$288.2K
2,085
+482%
增持
MAS
MASCO CORP COM
+$288.1K
47,009
+0%
增持
ICE
INTERCONTINENTAL EXCHANGE INC COM
+$286.2K
4,157
+65%
增持
CEG
CONSTELLATION ENERGY CORP COM
+$279.0K
3,254
+9%
减持
DE
DEERE & CO COM
+$277.7K
7,651
-2%
增持
KEX
KIRBY CORP COM
+$275.0K
8,921
+34%
增持
RDVI
FT VEST RISING DIVIDEND ACHIEVERS TARGET INCOME ETF
+$274.9K
25,126
+81%
增持
IJH
ISHARES CORE S&P MID-CAP ETF
+$273.6K
36,879
+13%
增持
SCHD
SCHWAB US DIVIDEND EQUITY ETF
+$269.8K
59,897
+3%
减持
EFG
ISHARES MSCI EAFE GROWTH ETF
-$263.9K
6,898
-29%
减持
VNLA
JANUS HENDERSON SHORT DURATION INCOME ETF
-$261.1K
52,265
-10%
减持
IWN
ISHARES RUSSELL 2000 VALUE ETF
-$258.8K
13,175
-8%
增持
SBUX
STARBUCKS CORP COM
+$256.7K
12,699
+1%
增持
DFAX
DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF
+$253.7K
80,171
+9%
增持
VMBS
VANGUARD MORTGAGE-BACKED SECURITIES ETF
+$252.2K
222,667
+1%
增持
DIVO
AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF
+$250.7K
27,250
+24%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
+$247.4K
8,449
+15%
清仓
—
SUPER MICRO COMPUTER INC COM
-$247.0K
0
-100%
减持
WSC
WILLSCOT HLDGS CORP COM CL A
-$245.9K
4,542
-55%
增持
KO
COCA COLA CO COM
+$245.3K
15,479
+19%
减持
DLB
DOLBY LABORATORIES INC COM CL A
-$244.8K
179
-95%
建仓
LRCX
LAM RESEARCH CORP COM NEW
+$244.1K
299
增持
PYPL
PAYPAL HLDGS INC COM
+$241.1K
9,370
+26%
减持
IWD
ISHARES RUSSELL 1000 VALUE ETF
-$240.0K
20,371
-9%
增持
DFIC
DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF
+$239.4K
137,076
+3%
增持
NOW
SERVICENOW INC COM
+$238.7K
1,009
+24%
增持
FLOT
ISHARES FLOATING RATE BOND ETF
+$237.2K
75,611
+7%
建仓
SMCI
SUPER MICRO COMPUTER INC COM NEW
+$235.3K
565
减持
JPME
JPMORGAN DIVERSIFIED RETURN U.S. MID CAP EQUITY ETF
-$233.0K
3,399
-42%
减持
HAL
HALLIBURTON CO COM
-$232.2K
36,039
-2%
减持
MGK
VANGUARD MEGA CAP GROWTH ETF
+$227.8K
15,660
-0%
减持
HEFA
ISHARES CURRENCY HEDGED MSCI EAFE ETF
-$226.2K
1,877
-77%
减持
IWF
ISHARES RUSSELL 1000 GROWTH ETF
-$223.9K
15,657
-8%
减持
IVE
ISHARES S&P 500 VALUE ETF
-$223.7K
3,201
-29%
增持
MCK
MCKESSON CORP COM
-$222.2K
1,863
+1%
增持
GE
GE AEROSPACE COM NEW
+$221.3K
6,010
+12%
