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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 23
增持 97
减持 27
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
TSLA
TESLA INC COM
+$10.5M
73,571
+0%
增持
FBTC
FIDELITY WISE ORIGIN BITCOIN FUND
+$9.3M
329,479
+4%
减持
VHT
VANGUARD HEALTH CARE ETF
-$8.4M
37,042
-41%
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
PLTR
PALANTIR TECHNOLOGIES INC CL A
+$7.8M
224,342
-9%
增持
VOO
VANGUARD S&P 500 ETF
+$7.7M
56,540
+31%
增持
CGUS
CAPITAL GROUP CORE EQUITY ETF
+$7.4M
236,509
+848%
增持
COWZ
PACER US CASH COWS 100 ETF
+$7.1M
260,683
+97%
增持
CGXU
CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF
+$6.7M
277,499
+5229%
增持
VUG
VANGUARD GROWTH ETF
+$6.5M
165,245
+3%
增持
AAPL
APPLE INC COM
+$6.0M
213,909
+5%
增持
VIGI
Vanguard International Dividend Appreciation ETF
+$5.8M
219,989
+64%
增持
AVGO
BROADCOM INC COM
+$5.7M
84,316
+5%
增持
—
ASML HOLDING N V N Y REGISTRY SHS
+$4.7M
7,456
+1328%
增持
BSV
VANGUARD SHORT-TERM BOND ETF
+$4.6M
279,260
+29%
增持
AMZN
AMAZON COM INC COM
+$4.3M
105,462
+5%
增持
CGCP
CAPITAL GROUP CORE PLUS INCOME ETF
+$4.1M
322,434
+142%
增持
TLT
ISHARES 20 YEAR TREASURY BOND ETF
+$4.1M
49,805
+1646%
建仓
UWM
PROSHARES ULTRA RUSSELL2000
+$3.6M
86,694
增持
VTV
VANGUARD VALUE ETF
+$3.6M
320,022
+10%
增持
NVDA
NVIDIA CORPORATION COM
+$3.5M
175,635
+6%
减持
GSIE
GOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETF
-$3.3M
220,970
-25%
增持
VGSH
VANGUARD SHORT-TERM TREASURY ETF
+$3.1M
120,256
+83%
增持
BIL
SPDR BLOOMBERG 1-3 MONTH T-BILL ETF
+$3.1M
314,030
+12%
清仓
IXP
ISHARES GLOBAL COMM SERVICES ETF
-$2.7M
0
-100%
建仓
KRE
SPDR S&P REGIONAL BANKING ETF
+$2.7M
44,697
增持
SPY
SPDR S&P 500 ETF TRUST
+$2.6M
15,576
+36%
增持
BIV
VANGUARD INTERMEDIATE-TERM BOND ETF
+$2.4M
135,270
+37%
减持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
-$2.3M
114,159
-8%
减持
GOOGL
ALPHABET INC CAP STK CL A
+$2.3M
107,243
-1%
减持
MSTR
MICROSTRATEGY INC CL A NEW
+$2.3M
22,716
-11%
增持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
-$2.2M
1,203,522
+6%
增持
SOVF
Sovereigns Capital Flourish Fund
+$2.1M
740,355
+9%
增持
IVV
ISHARES CORE S&P 500 ETF
+$2.0M
23,397
+15%
增持
HYG
ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF
+$2.0M
25,405
+13271%
减持
AMAT
APPLIED MATLS INC COM
-$2.0M
49,386
-0%
减持
SDY
SPDR S&P DIVIDEND ETF
-$1.9M
15,974
-44%
增持
DHI
D R HORTON INC COM
-$1.9M
38,931
+1%
减持
AMGN
AMGEN INC COM
-$1.9M
29,063
-1%
减持
IDV
ISHARES INTERNATIONAL SELECT DIVIDEND ETF
-$1.9M
59,666
-49%
减持
MRK
MERCK & CO INC COM
-$1.9M
13,637
-53%
减持
NVO
NOVO-NORDISK A S ADR
-$1.8M
5,417
-72%
建仓
CWB
SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF
+$1.8M
22,965
增持
SPYG
SPDR PORTFOLIO S&P 500 GROWTH ETF
+$1.7M
115,149
+14%
增持
VGIT
VANGUARD INTERMEDIATE-TERM TREASURY ETF
+$1.7M
175,459
+25%
减持
KKR
KKR & CO INC COM
+$1.7M
98,038
-0%
增持
SCHD
SCHWAB US DIVIDEND EQUITY ETF
-$1.6M
126,153
+111%
建仓
UGL
PROSHARES ULTRA GOLD
+$1.6M
17,034
增持
GOOG
ALPHABET INC CAP STK CL C
+$1.6M
56,581
+3%
减持
PPG
PPG INDS INC COM
-$1.6M
37,830
-17%
增持
EMB
ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF
+$1.5M
19,769
+754%
增持
LQD
ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF
+$1.5M
14,949
+2638%
减持
FDX
FEDEX CORP COM
-$1.5M
6,875
-45%
增持
V
VISA INC COM CL A
+$1.5M
18,014
+18%
增持
SPHQ
INVESCO S&P 500 QUALITY ETF
+$1.5M
29,769
+277%
增持
DFAC
DIMENSIONAL U.S. CORE EQUITY 2 ETF
+$1.4M
499,693
+8%
增持
DFAX
DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF
+$1.4M
143,303
+79%
增持
VGLT
VANGUARD LONG-TERM TREASURY ETF
+$1.4M
55,827
+101%
增持
MSFT
MICROSOFT CORP COM
+$1.4M
58,639
+8%
建仓
SPXL
DIREXION DAILY S&P 500 BULL 3X SHARES
+$1.4M
8,030
增持
SPYD
SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF
+$1.3M
31,460
+8889%
增持
IAU
iShares Gold Trust ETF
+$1.3M
687,728
+4%
建仓
VTES
VANGUARD SHORT-TERM TAX EXEMPT BOND ETF
+$1.3M
13,009
建仓
VUSB
VANGUARD ULTRA-SHORT BOND ETF
+$1.2M
24,172
建仓
SGI
TEMPUR SEALY INTL INC COM
+$1.2M
20,803
增持
TQQQ
PROSHARES ULTRAPRO QQQ
+$1.2M
14,924
+10714%
增持
XLK
TECHNOLOGY SELECT SECTOR SPDR FUND
+$1.1M
8,410
+135%
增持
JPM
JPMORGAN CHASE & CO. COM
+$1.1M
32,765
+3%
建仓
TNA
DIREXION DAILY SMALL CAP BULL 3X SHARES
+$1.1M
26,932
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$1.1M
69,511
+3%
增持
VXF
VANGUARD EXTENDED MARKET ETF
+$1.1M
7,974
+244%
增持
DCOR
DIMENSIONAL US CORE EQUITY 1 ETF
+$1.1M
123,453
+14%
增持
CRWD
CROWDSTRIKE HLDGS INC CL A
+$1.1M
16,685
+1%
增持
MA
MASTERCARD INCORPORATED CL A
+$1.0M
6,836
+31%
减持
VCSH
VANGUARD SHORT-TERM CORPORATE BOND ETF
-$1.0M
250,642
-3%
增持
COST
COSTCO WHSL CORP NEW COM
+$989.5K
10,726
+8%
减持
BX
BLACKSTONE INC COM
+$984.9K
52,578
-0%
增持
WMT
WALMART INC COM
+$984.6K
73,288
+5%
建仓
UPRO
PROSHARES ULTRAPRO S&P500
+$922.2K
10,404
增持
DFGR
DIMENSIONAL GLOBAL REAL ESTATE ETF
+$919.8K
57,981
+198%
增持
IYW
ISHARES U.S. TECHNOLOGY ETF
+$915.2K
48,632
+8%
增持
DFIC
DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF
+$907.4K
184,356
+34%
建仓
VTEI
VANGUARD INTERMEDIATE-TERM TAX-EXEMPT BOND ETF
+$906.9K
9,125
增持
QQQ
INVESCO QQQ TRUST SERIES I
+$882.7K
9,321
+17%
建仓
SYFI
AB SHORT DURATION HIGH YIELD ETF
+$882.3K
24,735
增持
VT
VANGUARD TOTAL WORLD STOCK ETF
+$879.3K
31,401
+34%
增持
VO
VANGUARD MID-CAP ETF
+$869.8K
4,430
+289%
增持
DUHP
DIMENSIONAL US HIGH PROFITABILITY ETF
+$868.6K
175,791
+18%
增持
DFAS
DIMENSIONAL U.S. SMALL CAP ETF
+$857.5K
71,649
+22%
增持
NFLX
NETFLIX INC COM
+$855.4K
4,445
+1%
增持
RBA
RB GLOBAL INC COM
+$852.1K
69,254
+3%
增持
AVDE
AVANTIS INTERNATIONAL EQUITY ETF
+$833.9K
65,546
+38%
增持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
-$833.4K
471,321
+4%
增持
ET
ENERGY TRANSFER L P COM UT LTD PTN
+$828.3K
56,243
+230%
增持
FANG
DIAMONDBACK ENERGY INC COM
+$807.9K
21,485
+37%
增持
DFAE
DIMENSIONAL EMERGING CORE EQUITY MARKET ETF
+$802.4K
31,694
+53619%
减持
MBB
ISHARES MBS ETF
-$796.4K
113,680
-3%
增持
PGR
PROGRESSIVE CORP COM
-$784.9K
65,034
+1%
增持
BND
VANGUARD TOTAL BOND MARKET ETF
+$775.7K
21,574
+109%
建仓
ANET
ARISTA NETWORKS INC COM SHS
+$770.2K
6,968
减持
GPK
GRAPHIC PACKAGING HLDG CO COM
-$763.1K
303,212
-0%
增持
CRM
SALESFORCE INC COM
+$743.7K
7,428
+17%
增持
VTEB
VANGUARD TAX-EXEMPT BOND ETF
+$720.6K
36,651
+68%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$719.6K
164,758
+6%
减持
LMT
LOCKHEED MARTIN CORP COM
-$703.1K
2,300
-26%
增持
SUB
ISHARES SHORT-TERM NATIONAL MUNI BOND ETF
+$687.2K
20,376
+48%
增持
AHR
AMERICAN HEALTHCARE REIT INC COM SHS
+$682.3K
149,161
+9%
增持
GDX
VANECK GOLD MINERS ETF
+$667.1K
22,398
+865%
增持
VSLU
APPLIED FINANCE VALUATION LARGE CAP ETF
+$651.5K
86,583
+24%
建仓
YINN
DIREXION DAILY FTSE CHINA BULL 3X SHARES
+$644.1K
23,054
减持
ABT
ABBOTT LABS COM
-$636.8K
20,500
-21%
增持
META
META PLATFORMS INC CL A
+$619.8K
16,360
+5%
建仓
COWG
PACER US LARGE CAP CASH COWS GROWTH LEADERS ETF
+$619.2K
19,325
减持
PULS
PGIM ULTRA SHORT BOND ETF
-$608.0K
5,074
-71%
增持
TPLC
TIMOTHY PLAN US LARGE/MID CAP CORE ETF
+$604.9K
115,740
+17%
增持
USHY
ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF
+$596.6K
17,844
+1022%
增持
VBR
VANGUARD SMALL CAP VALUE ETF
+$569.5K
16,958
+22%
增持
FLEE
FRANKLIN FTSE EUROPE ETF
+$565.5K
46,058
+101%
清仓
—
ARISTA NETWORKS INC COM
-$557.7K
0
-100%
建仓
IDVO
AMPLIFY CWP INTERNATIONAL ENHANCED DIVIDEND INCOME ETF
+$553.9K
18,562
增持
BNDX
VANGUARD TOTAL INTERNATIONAL BOND ETF
+$552.3K
362,740
+6%
减持
—
SIGNING DAY SPORTS INC COMMON STOCK
-$543.7K
55,302
-98%
建仓
NUGT
DIREXION DAILY GOLD MINERS INDEX BULL 2X SHARES
+$543.4K
15,455
增持
IWF
ISHARES RUSSELL 1000 GROWTH ETF
+$530.4K
15,956
+2%
减持
JNJ
JOHNSON & JOHNSON COM
-$526.9K
17,783
-7%
建仓
—
MICROSECTORS GOLD MINERS 3X LEVERAGED ETN
+$514.1K
18,916
增持
MAS
MASCO CORP COM
-$506.3K
47,398
+1%
增持
XLF
Financial Select Sector SPDR ETF
+$502.5K
32,342
+38%
增持
AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
+$482.6K
9,690
+115%
增持
DFUS
DIMENSIONAL U.S. EQUITY MARKET ETF
+$480.3K
94,073
+6%
减持
INDA
ISHARES MSCI INDIA ETF
-$479.8K
42
-99%
建仓
—
NEXTPLAT CORP COM NEW
+$478.9K
443,388
增持
CIEN
CIENA CORP COM NEW
+$467.5K
18,471
+4%
建仓
DFAW
DIMENSIONAL WORLD EQUITY ETF
+$463.0K
7,412
增持
JEPI
JPMORGAN EQUITY PREMIUM INCOME ETF
+$455.2K
120,930
+11%
增持
GGAL
GRUPO FINANCIERO GALICIA S.A. SPONSORED ADR
+$454.3K
7,298
+60717%
建仓
FLRN
SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF
+$446.2K
14,519
增持
GS
GOLDMAN SACHS GROUP INC COM
+$443.0K
4,951
+2%
增持
AVUV
AVANTIS U.S. SMALL CAP VALUE ETF
+$433.4K
18,683
+31%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$426.0K
16,239
+35%
减持
AMD
ADVANCED MICRO DEVICES INC COM
-$420.0K
8,149
-5%
建仓
YPF
YPF SOCIEDAD ANONIMA SPON ADR CL D
+$419.3K
9,864
建仓
BMA
BANCO MACRO SA SPON ADR B
+$416.1K
4,300
增持
MS
MORGAN STANLEY COM NEW
+$414.7K
13,160
+11%
增持
AAAU
GOLDMAN SACHS PHYSICAL GOLD ETF
+$414.3K
57,920
+39%
增持
ARKK
ARK INNOVATION ETF
+$413.0K
8,145
+683%
增持
DFIS
DIMENSIONAL INTERNATIONAL SMALL CAP ETF
+$412.2K
28,370
+168%
清仓
EWT
ISHARES MSCI TAIWAN ETF
-$410.8K
0
-100%
减持
AM
ANTERO MIDSTREAM CORP COM
-$409.1K
4,760
-85%
增持
FLOT
ISHARES FLOATING RATE BOND ETF
+$405.5K
83,819
+11%
增持
FNX
FIRST TRUST MID CAP CORE ALPHADEX FUND
+$401.8K
3,484
+28933%
