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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 10
增持 78
减持 61
清仓 1
方向
标的
Δ市值
现股数(环比)
建仓
PAAA
PGIM AAA CLO ETF
+$12.6M
245,892
增持
TSLA
TESLA INC COM
-$9.6M
77,530
+5%
增持
COWZ
PACER US CASH COWS 100 ETF
+$9.2M
437,187
+68%
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
EFA
ISHARES MSCI EAFE ETF
+$8.9M
128,286
+497%
减持
AAPL
APPLE INC COM
-$8.7M
201,896
-6%
减持
VHT
VANGUARD HEALTH CARE ETF
-$8.6M
3,130
-92%
增持
IAU
iShares Gold Trust ETF
+$8.0M
713,233
+4%
减持
VNQ
VANGUARD REAL ESTATE ETF
-$8.0M
3,592
-96%
建仓
RAA
SMI 3FOURTEEN REAL ASSET ALLOCATION ETF
+$7.0M
291,830
减持
IYW
ISHARES U.S. TECHNOLOGY ETF
-$6.9M
6,400
-87%
增持
SPY
SPDR S&P 500 ETF TRUST
+$6.0M
27,023
+73%
增持
VUG
VANGUARD GROWTH ETF
-$5.8M
167,345
+1%
增持
AVGO
BROADCOM INC COM
-$4.9M
87,202
+3%
增持
DFIC
DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF
+$4.8M
345,956
+88%
增持
BSV
VANGUARD SHORT-TERM BOND ETF
+$4.8M
337,421
+21%
减持
VOO
VANGUARD S&P 500 ETF
-$4.8M
50,011
-12%
减持
IIIV
I3 VERTICALS INC COM CL A
-$4.1M
5,091
-97%
减持
TLT
ISHARES 20 YEAR TREASURY BOND ETF
-$4.1M
2,674
-95%
减持
COST
COSTCO WHSL CORP NEW COM
-$4.1M
6,051
-44%
减持
GOOGL
ALPHABET INC CAP STK CL A
-$3.9M
106,192
-1%
减持
PPG
PPG INDS INC COM
-$3.8M
6,213
-84%
增持
BND
VANGUARD TOTAL BOND MARKET ETF
+$3.8M
72,747
+237%
增持
DFGR
DIMENSIONAL GLOBAL REAL ESTATE ETF
+$3.7M
196,234
+238%
增持
JEPI
JPMORGAN EQUITY PREMIUM INCOME ETF
+$3.6M
185,345
+53%
减持
UWM
PROSHARES ULTRA RUSSELL2000
-$3.6M
535
-99%
减持
GOOG
ALPHABET INC CAP STK CL C
-$3.2M
48,189
-15%
增持
VIGI
Vanguard International Dividend Appreciation ETF
+$3.2M
251,150
+14%
减持
KKR
KKR & CO INC COM
-$3.2M
97,564
-0%
增持
PGR
PROGRESSIVE CORP COM
+$3.1M
66,070
+2%
增持
CGXU
CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF
+$3.0M
402,935
+45%
增持
—
ASML HOLDING N V N Y REGISTRY SHS
+$2.9M
12,241
+64%
增持
—
CRISPR THERAPEUTICS AG NAMEN AKT
+$2.9M
84,880
+49249%
增持
—
BRIDGE INVT GROUP HLDGS INC COM CL A
+$2.8M
298,539
+5757%
增持
VYM
VANGUARD HIGH DIVIDEND YIELD INDEX ETF
+$2.7M
47,773
+75%
减持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$2.7M
1,184,828
-2%
增持
MSTR
MICROSTRATEGY INC CL A NEW
+$2.7M
32,088
+41%
增持
DFAE
DIMENSIONAL EMERGING CORE EQUITY MARKET ETF
+$2.6M
133,000
+320%
增持
CGUS
CAPITAL GROUP CORE EQUITY ETF
+$2.5M
322,146
+36%
增持
PYLD
PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND
+$2.4M
167,213
+113%
减持
MARA
MARA HOLDINGS INC COM
-$2.2M
1,506
-99%
减持
BIL
SPDR BLOOMBERG 1-3 MONTH T-BILL ETF
-$2.1M
290,250
-8%
增持
KEX
KIRBY CORP COM
+$2.1M
34,704
+156%
建仓
BILS
SPDR BLOOMBERG 3-12 MONTH T-BILL ETF
+$2.1M
20,799
增持
DIVO
AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF
+$2.1M
85,894
+140%
增持
CGCP
CAPITAL GROUP CORE PLUS INCOME ETF
+$1.9M
405,631
+26%
增持
AMGN
AMGEN INC COM
+$1.9M
30,547
+5%
减持
PLTR
PALANTIR TECHNOLOGIES INC CL A
-$1.9M
178,637
-20%
减持
SPYG
SPDR PORTFOLIO S&P 500 GROWTH ETF
-$1.9M
102,620
-11%
建仓
VFLO
VICTORYSHARES FREE CASH FLOW ETF
+$1.8M
53,608
增持
IUSB
ISHARES CORE TOTAL USD BOND MARKET ETF
+$1.8M
78,366
+95%
建仓
—
BLACKSTONE PRIVATE CREDIT FUND
+$1.8M
3,200
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
-$1.8M
13,894
-31%
增持
AZO
AUTOZONE INC COM
+$1.8M
2,785
+1%
增持
NVDA
NVIDIA CORPORATION COM
-$1.7M
202,002
+15%
建仓
SPAB
SPDR PORTFOLIO AGGREGATE BOND ETF
+$1.6M
63,503
增持
BX
BLACKSTONE INC COM
-$1.6M
53,488
+2%
减持
SPHQ
INVESCO S&P 500 QUALITY ETF
-$1.5M
6,786
-77%
增持
MSFT
MICROSOFT CORP COM
-$1.5M
61,855
+5%
减持
AAAU
GOLDMAN SACHS PHYSICAL GOLD ETF
-$1.5M
336
-99%
增持
BOND
PIMCO ACTIVE BOND EXCHANGE-TRADED FUND
+$1.4M
16,404
+1493%
减持
LQD
ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF
-$1.4M
1,859
-88%
减持
TJX
TJX COS INC NEW COM
-$1.4M
8,754
-57%
减持
IWF
ISHARES RUSSELL 1000 GROWTH ETF
-$1.4M
13,993
-12%
减持
VB
VANGUARD SMALL-CAP ETF
-$1.3M
56,198
-2%
减持
FDX
FEDEX CORP COM
-$1.3M
2,422
-65%
减持
TPLC
TIMOTHY PLAN US LARGE/MID CAP CORE ETF
-$1.3M
85,162
-26%
增持
DFAC
DIMENSIONAL U.S. CORE EQUITY 2 ETF
+$1.3M
563,146
+13%
减持
IWN
ISHARES RUSSELL 2000 VALUE ETF
-$1.3M
6,585
-52%
减持
CACC
CREDIT ACCEP CORP MICH COM
-$1.2M
204
-93%
减持
CVX
CHEVRON CORP NEW COM
+$1.2M
65,400
-3%
增持
IVV
ISHARES CORE S&P 500 ETF
+$1.2M
26,675
+14%
减持
EMB
ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF
-$1.2M
6,679
-66%
减持
HYG
ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF
-$1.1M
11,066
-56%
增持
XLV
HEALTH CARE SELECT SECTOR SPDR FUND
+$1.1M
12,742
+128%
增持
DGRO
ISHARES CORE DIVIDEND GROWTH ETF
+$1.1M
200,510
+9%
减持
CWB
SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF
-$1.1M
9,357
-59%
增持
PFN
PIMCO INCOME STRATEGY FD II COM
+$1.0M
1,001,543
+15%
增持
LLY
ELI LILLY & CO COM
+$1.0M
5,042
+25%
建仓
CORP
PIMCO INVESTMENT GRADE CORPORATE BOND INDEX ETF
+$1.0M
10,690
减持
TQQQ
PROSHARES ULTRAPRO QQQ
-$1.0M
2,703
-82%
减持
BIV
VANGUARD INTERMEDIATE-TERM BOND ETF
-$1.0M
118,791
-12%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$991.5K
207,756
+26%
减持
—
BANK AMERICA CORP 7.25CNV PFD L
-$988.0K
50
-94%
建仓
ESUM
EVENTIDE US MARKET ETF
+$987.2K
41,812
减持
IWD
ISHARES RUSSELL 1000 VALUE ETF
-$984.6K
15,018
-27%
增持
COP
CONOCOPHILLIPS COM
+$976.9K
67,585
+10%
减持
—
CARNIVAL CORP PAIRED CTF
-$961.6K
33,378
-48%
减持
HD
HOME DEPOT INC COM
-$924.8K
29,236
-2%
增持
—
EXXON MOBIL CORP COM
+$891.1K
36,183
+14%
增持
V
VISA INC COM CL A
+$876.3K
18,746
+4%
增持
FANG
DIAMONDBACK ENERGY INC COM
+$873.3K
27,479
+28%
增持
KO
COCA COLA CO COM
+$865.8K
26,133
+62%
增持
BSVO
EA BRIDGEWAY OMNI SMALL-CAP VALUE ETF
-$859.1K
599,119
+4%
减持
VBR
VANGUARD SMALL CAP VALUE ETF
-$845.6K
13,502
-20%
增持
UPRO
PROSHARES ULTRAPRO S&P500
+$836.9K
23,804
+129%
增持
FBTC
FIDELITY WISE ORIGIN BITCOIN FUND
-$824.6K
362,016
+10%
增持
NFLX
NETFLIX INC COM
+$803.4K
5,110
+15%
减持
IEI
ISHARES 3-7 YEAR TREASURY BOND ETF
-$786.4K
7,637
-48%
增持
ELCV
EVENTIDE HIGH DIVIDEND ETF
+$785.5K
32,390
+3770%
减持
BRK/A
BERKSHIRE HATHAWAY INC DEL CL A
-$774.2K
5
-29%
增持
IDVO
AMPLIFY CWP INTERNATIONAL ENHANCED DIVIDEND INCOME ETF
+$767.2K
42,005
+126%
增持
SGOV
ISHARES 0-3 MONTH TREASURY BOND ETF
+$763.0K
15,642
+93%
增持
FLOT
ISHARES FLOATING RATE BOND ETF
+$762.8K
98,481
+17%
减持
TNA
DIREXION DAILY SMALL CAP BULL 3X SHARES
-$762.4K
12,492
-54%
增持
META
META PLATFORMS INC CL A
+$759.3K
17,938
+10%
减持
QQQ
INVESCO QQQ TRUST SERIES I
-$756.4K
8,549
-8%
增持
SGI
SOMNIGROUP INTERNATIONAL INC COM
+$754.3K
32,292
+55%
增持
RWL
INVESCO S&P 500 REVENUE ETF
+$748.8K
143,687
+4%
增持
AVDE
AVANTIS INTERNATIONAL EQUITY ETF
+$745.2K
71,945
+10%
增持
QUAL
ISHARES MSCI USA QUALITY FACTOR ETF
+$744.1K
12,476
+60%
建仓
AOA
ISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF
+$738.9K
9,659
减持
MUB
ISHARES NATIONAL MUNI BOND ETF
-$732.6K
13,063
-34%
增持
VSLU
APPLIED FINANCE VALUATION LARGE CAP ETF
+$725.2K
111,168
+28%
减持
EXPD
EXPEDITORS INTL WASH INC COM
-$720.5K
858
-88%
增持
SYFI
AB SHORT DURATION HIGH YIELD ETF
+$719.2K
45,061
+82%
减持
BAC
BANK AMERICA CORP COM
-$716.3K
36,059
-29%
减持
SBUX
STARBUCKS CORP COM
-$712.4K
4,100
-66%
增持
TPR
TAPESTRY INC COM
+$709.5K
22,316
+69%
减持
SCHW
SCHWAB CHARLES CORP COM
-$706.5K
12,737
-45%
增持
MBB
ISHARES MBS ETF
+$703.7K
118,638
+4%
增持
SPTM
SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF
+$702.1K
11,027
+1548%
增持
JNJ
JOHNSON & JOHNSON COM
+$686.3K
19,646
+10%
减持
MCD
MCDONALDS CORP COM
-$682.2K
6,001
-32%
减持
—
ACCENTURE PLC IRELAND SHS CLASS A
-$681.1K
3,025
-35%
减持
VCSH
VANGUARD SHORT-TERM CORPORATE BOND ETF
-$675.1K
239,138
-5%
增持
GE
GE AEROSPACE COM NEW
+$668.9K
9,932
+26%
建仓
VBIL
VANGUARD 0-3 MONTH TREASURY BILL ETF
+$660.3K
8,753
清仓
HTAB
HARTFORD SCHRODERS TAX-AWARE BOND ETF
-$655.5K
0
-100%
增持
IVE
ISHARES S&P 500 VALUE ETF
+$643.7K
6,688
+102%
增持
DCOR
DIMENSIONAL US CORE EQUITY 1 ETF
+$642.5K
139,625
+13%
增持
LKQ
LKQ CORP COM
+$636.2K
93,644
+3%
增持
SO
SOUTHERN CO COM
+$630.0K
31,443
+14%
增持
SOVF
Sovereigns Capital Flourish Fund
+$629.4K
787,432
+6%
减持
ABT
ABBOTT LABS COM
-$612.3K
12,864
-37%
增持
COWG
PACER US LARGE CAP CASH COWS GROWTH LEADERS ETF
+$606.0K
39,790
+106%
减持
IJR
ISHARES CORE S&P SMALL CAP ETF
-$603.2K
9,464
-32%
增持
DE
DEERE & CO COM
+$603.0K
8,310
+7%
减持
IWM
ISHARES RUSSELL 2000 ETF
-$599.1K
3,241
-43%
增持
CGMU
CAPITAL GROUP MUNICIPAL INCOME ETF
+$596.8K
50,388
+80%
减持
SHY
ISHARES 1-3 YEAR TREASURY BOND ETF
-$594.9K
5
-100%
减持
RBA
RB GLOBAL INC COM
+$574.1K
68,011
-2%
增持
RXRX
RECURSION PHARMACEUTICALS INC CL A
+$573.9K
108,629
+94360%
减持
MGK
VANGUARD MEGA CAP GROWTH ETF
-$570.0K
15,205
-1%
减持
NKE
NIKE INC CL B
-$564.9K
4,141
-62%
增持
DYNF
ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF
+$562.0K
33,955
+59%
增持
IVW
ISHARES S&P 500 GROWTH ETF
+$548.0K
26,803
+40%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
-$546.2K
7,966
-16%
增持
WWJD
INSPIRE INTERNATIONAL ETF
+$544.6K
167,032
+6%
增持
PM
PHILIP MORRIS INTL INC COM
+$541.8K
8,746
+24%
减持
VTEI
VANGUARD INTERMEDIATE-TERM TAX-EXEMPT BOND ETF
-$537.4K
3,739
-59%
