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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 6
增持 102
减持 39
清仓 3
方向
标的
Δ市值
现股数(环比)
建仓
PRXV
PRAXIS IMPACT LARGE CAP VALUE ETF
+$29.5M
1,041,021
建仓
PRXG
PRAXIS IMPACT LARGE CAP GROWTH ETF
+$28.0M
853,203
增持
NVDA
NVIDIA CORPORATION COM
+$14.9M
232,778
+15%
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
VUG
VANGUARD GROWTH ETF
+$14.3M
174,226
+4%
增持
AVGO
BROADCOM INC COM
+$11.4M
94,345
+8%
增持
QQQ
INVESCO QQQ TRUST SERIES I
+$10.5M
26,364
+208%
增持
FBTC
FIDELITY WISE ORIGIN BITCOIN FUND
+$9.9M
383,065
+6%
增持
VBIL
VANGUARD 0-3 MONTH TREASURY BILL ETF
+$9.8M
138,110
+1478%
增持
PLTR
PALANTIR TECHNOLOGIES INC CL A
+$9.5M
180,274
+1%
增持
MSFT
MICROSOFT CORP COM
+$9.0M
64,821
+5%
减持
VIGI
Vanguard International Dividend Appreciation ETF
-$8.8M
133,300
-47%
减持
AAPL
APPLE INC COM
-$8.4M
177,873
-12%
增持
HOOD
ROBINHOOD MKTS INC COM CL A
+$8.3M
89,986
+3478%
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$6.5M
86,795
+20%
增持
DFAC
DIMENSIONAL U.S. CORE EQUITY 2 ETF
+$6.4M
696,150
+24%
增持
DFSD
DIMENSIONAL SHORT-DURATION FIXED INCOME ETF
+$5.9M
155,266
+364%
减持
COP
CONOCOPHILLIPS COM
-$4.9M
24,273
-64%
增持
TSLA
TESLA INC COM
+$4.8M
78,333
+1%
增持
META
META PLATFORMS INC CL A
+$4.8M
20,466
+14%
减持
CVX
CHEVRON CORP NEW COM
-$4.5M
45,199
-31%
减持
AHR
AMERICAN HEALTHCARE REIT INC COM SHS
-$4.4M
275
-100%
增持
MSTR
MICROSTRATEGY INC CL A NEW
+$4.0M
32,691
+2%
减持
IWF
ISHARES RUSSELL 1000 GROWTH ETF
-$3.9M
2,789
-80%
增持
VTV
VANGUARD VALUE ETF
+$3.7M
325,725
+4%
增持
IAU
iShares Gold Trust ETF
+$3.6M
732,123
+3%
增持
IWB
ISHARES RUSSELL 1000 ETF
+$3.6M
11,083
+1562%
增持
HQY
HEALTHEQUITY INC COM
+$3.4M
32,676
+20981%
增持
CGUS
CAPITAL GROUP CORE EQUITY ETF
+$3.4M
382,889
+19%
减持
AMGN
AMGEN INC COM
-$3.4M
22,068
-28%
增持
DFCF
DIMENSIONAL CORE FIXED INCOME ETF
+$3.2M
118,775
+179%
增持
CGXU
CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF
+$3.1M
476,785
+18%
增持
PYLD
PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND
+$3.0M
280,615
+68%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$3.0M
247,893
+19%
增持
DGRO
ISHARES CORE DIVIDEND GROWTH ETF
+$2.9M
238,943
+19%
减持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$2.8M
1,104,693
-7%
清仓
KRE
SPDR S&P REGIONAL BANKING ETF
-$2.8M
0
-100%
增持
IVV
ISHARES CORE S&P 500 ETF
+$2.6M
28,286
+6%
增持
PAAA
PGIM AAA CLO ETF
+$2.6M
294,821
+20%
减持
AMZN
AMAZON COM INC COM
+$2.5M
116,685
-4%
增持
DFIC
DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF
+$2.5M
389,663
+13%
增持
SPYG
SPDR PORTFOLIO S&P 500 GROWTH ETF
+$2.4M
112,156
+9%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$2.4M
20,252
+46%
增持
NFLX
NETFLIX INC COM
+$2.4M
5,365
+5%
增持
PPA
INVESCO AEROSPACE & DEFENSE ETF
+$2.4M
17,365
+2714%
增持
AMAT
APPLIED MATLS INC COM
+$2.3M
54,787
+3%
增持
SOVF
Sovereigns Capital Flourish Fund
+$2.3M
851,892
+8%
减持
IWD
ISHARES RUSSELL 1000 VALUE ETF
-$2.3M
2,935
-80%
减持
CRWD
CROWDSTRIKE HLDGS INC CL A
+$2.2M
16,350
-6%
增持
DFUV
DIMENSIONAL US MARKETWIDE VALUE ETF
+$2.2M
173,672
+38%
增持
EFA
ISHARES MSCI EAFE ETF
+$2.1M
140,807
+10%
增持
—
AMCOR PLC ORD
+$2.1M
233,575
+3718%
增持
KKR
KKR & CO INC COM
+$2.1M
100,391
+3%
增持
VXUS
VANGUARD TOTAL INTERNATIONAL STOCK ETF
+$2.1M
57,320
+87%
增持
DIHP
DIMENSIONAL INTERNATIONAL HIGH PROFITABILITY ETF
+$2.0M
161,725
+56%
增持
DUHP
DIMENSIONAL US HIGH PROFITABILITY ETF
+$2.0M
237,070
+21%
减持
VOO
VANGUARD S&P 500 ETF
+$1.9M
48,592
-3%
增持
VGSH
VANGUARD SHORT-TERM TREASURY ETF
+$1.9M
152,978
+26%
增持
FANG
DIAMONDBACK ENERGY INC COM
+$1.8M
45,269
+65%
增持
VTEB
VANGUARD TAX-EXEMPT BOND ETF
+$1.8M
84,373
+80%
增持
RWL
INVESCO S&P 500 REVENUE ETF
+$1.8M
154,058
+7%
清仓
—
BERRY GLOBAL GROUP INC COM
-$1.8M
0
-100%
增持
JPM
JPMORGAN CHASE & CO. COM
+$1.7M
33,691
+3%
减持
COWZ
PACER US CASH COWS 100 ETF
-$1.7M
403,836
-8%
增持
KEX
KIRBY CORP COM
+$1.7M
45,461
+31%
增持
—
CRISPR THERAPEUTICS AG NAMEN AKT
+$1.6M
92,943
+9%
增持
NET
CLOUDFLARE INC CL A COM
+$1.6M
8,566
+1253%
减持
VONV
VANGUARD RUSSELL 1000 VALUE ETF
-$1.6M
52
-100%
减持
VONG
VANGUARD RUSSELL 1000 GROWTH ETF
-$1.6M
2,363
-88%
增持
SYM
SYMBOTIC INC CLASS A COM
+$1.5M
38,866
+19831%
减持
IWP
ISHARES RUSSELL MID-CAP GROWTH ETF
-$1.5M
2,150
-86%
减持
SPY
SPDR S&P 500 ETF TRUST
-$1.4M
22,236
-18%
增持
—
CRH PLC ORD
+$1.3M
126,678
+8%
减持
GOOGL
ALPHABET INC CAP STK CL A
+$1.3M
100,834
-5%
增持
GPK
GRAPHIC PACKAGING HLDG CO COM
-$1.3M
315,828
+3%
增持
ARM
ARM HOLDINGS PLC SPONSORED ADS
+$1.3M
8,364
+2435%
增持
DISV
DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF
+$1.3M
41,261
+1893%
增持
—
CYBERARK SOFTWARE LTD SHS
+$1.3M
5,264
+107%
减持
HD
HOME DEPOT INC COM
-$1.3M
25,737
-12%
增持
SNOW
SNOWFLAKE INC COM SHS
+$1.3M
9,469
+64%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
+$1.3M
11,445
+44%
增持
PANW
PALO ALTO NETWORKS INC COM
+$1.3M
26,003
+9%
减持
—
ASML HOLDING N V N Y REGISTRY SHS
+$1.2M
11,674
-5%
增持
GOOG
ALPHABET INC CAP STK CL C
+$1.2M
49,411
+3%
增持
AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
+$1.2M
23,962
+106%
增持
BND
VANGUARD TOTAL BOND MARKET ETF
+$1.2M
89,190
+23%
增持
VB
VANGUARD SMALL-CAP ETF
+$1.2M
57,743
+3%
减持
WPC
WP CAREY INC COM
-$1.2M
2,612
-88%
增持
VOOG
VANGUARD S&P 500 GROWTH ETF
+$1.2M
3,550
+435%
减持
PG
PROCTER AND GAMBLE CO COM
-$1.2M
12,263
-33%
增持
AVUV
AVANTIS U.S. SMALL CAP VALUE ETF
+$1.2M
35,715
+50%
增持
BC
BRUNSWICK CORP COM
+$1.1M
21,183
+4070%
增持
AVLV
AVANTIS U.S. LARGE CAP VALUE ETF
+$1.1M
20,960
+348%
增持
SPEM
SPDR PORTFOLIO EMERGING MARKETS ETF
+$1.1M
26,039
+68424%
减持
TPR
TAPESTRY INC COM
-$1.1M
5,654
-75%
增持
GSIE
GOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETF
+$1.1M
220,359
+2%
增持
AVDE
AVANTIS INTERNATIONAL EQUITY ETF
+$1.1M
78,802
+10%
增持
VFLO
VICTORYSHARES FREE CASH FLOW ETF
+$1.1M
82,024
+53%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE ETF
+$1.1M
86,284
+31%
减持
IWO
ISHARES RUSSELL 2000 GROWTH ETF
-$1.0M
52
-99%
建仓
AGQ
PROSHARES ULTRA SILVER
+$1.0M
21,450
减持
JNJ
JOHNSON & JOHNSON COM
-$1.0M
14,700
-25%
建仓
—
FLAGSTAR FINANCIAL INC UNIT 05/07/51
+$1.0M
26,089
减持
IWS
ISHARES RUSSELL MID-CAP VALUE ETF
-$997.1K
4,759
-63%
清仓
IWN
ISHARES RUSSELL 2000 VALUE ETF
-$994.3K
0
-100%
增持
DFIV
DIMENSIONAL INTERNATIONAL VALUE ETF
+$979.8K
118,048
+14%
增持
VT
VANGUARD TOTAL WORLD STOCK ETF
+$966.3K
39,735
+11%
减持
UPRO
PROSHARES ULTRAPRO S&P500
-$906.4K
9,325
-61%
增持
WMT
WALMART INC COM
+$901.7K
76,579
+2%
减持
VGLT
VANGUARD LONG-TERM TREASURY ETF
-$896.7K
34,730
-30%
增持
DFAS
DIMENSIONAL U.S. SMALL CAP ETF
+$896.4K
89,836
+11%
增持
PGR
PROGRESSIVE CORP COM
-$882.6K
66,761
+1%
增持
DFAT
DIMENSIONAL U.S. TARGETED VALUE ETF
+$881.7K
68,843
+25%
增持
GS
GOLDMAN SACHS GROUP INC COM
+$879.7K
4,895
+3%
减持
CSL
CARLISLE COS INC COM
-$870.3K
207
-93%
减持
SPXL
DIREXION DAILY S&P 500 BULL 3X SHARES
-$844.2K
3,032
-69%
增持
CIEN
CIENA CORP COM NEW
+$826.2K
26,483
+21%
减持
IUSB
ISHARES CORE TOTAL USD BOND MARKET ETF
-$802.3K
60,757
-22%
减持
HYD
VANECK HIGH YIELD MUNI ETF
-$789.9K
11,352
-57%
增持
RBLX
ROBLOX CORP CL A
+$786.5K
8,897
+247%
建仓
DFEV
DIMENSIONAL EMERGING MARKETS VALUE ETF
+$780.3K
26,018
增持
AVDV
AVANTIS INTERNATIONAL SMALL CAP VALUE ETF
+$779.5K
50,298
+9%
减持
AMH
AMERICAN HOMES 4 RENT CL A
-$777.0K
172,745
-7%
增持
BSVO
EA BRIDGEWAY OMNI SMALL-CAP VALUE ETF
+$770.2K
609,278
+2%
减持
ORCL
ORACLE CORP COM
+$768.5K
14,758
-16%
增持
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
+$768.3K
29,808
+58%
减持
WSO
WATSCO INC COM
-$744.3K
4,147
-18%
增持
PM
PHILIP MORRIS INTL INC COM
+$739.4K
11,681
+34%
增持
GEV
GE VERNOVA INC COM
+$721.0K
2,880
+10%
增持
COF
CAPITAL ONE FINL CORP COM
+$709.6K
5,644
+106%
减持
D
DOMINION ENERGY INC COM
-$699.8K
6,573
-66%
增持
BX
BLACKSTONE INC COM
+$659.3K
54,392
+2%
建仓
MAYM
FT VEST U.S. EQUITY MAX BUFFER ETF - MAY
+$656.6K
21,000
增持
ANET
ARISTA NETWORKS INC COM SHS
+$654.8K
9,739
+121%
增持
PNC
PNC FINL SVCS GROUP INC COM
+$654.4K
5,835
+137%
增持
BITU
PROSHARES ULTRA BITCOIN ETF
+$651.3K
25,007
+29%
增持
QUAL
ISHARES MSCI USA QUALITY FACTOR ETF
+$651.2K
15,224
+22%
增持
INCY
INCYTE CORP COM
+$629.2K
10,877
+490%
减持
JBL
JABIL INC COM
+$628.5K
7,722
-0%
增持
COWG
PACER US LARGE CAP CASH COWS GROWTH LEADERS ETF
+$623.9K
52,664
+32%
增持
—
CHUBB LIMITED COM
+$614.5K
4,841
+86%
增持
VRSN
VERISIGN INC COM
+$609.0K
2,931
+213%
增持
LLY
ELI LILLY & CO COM
+$606.1K
6,120
+21%
增持
—
TRANE TECHNOLOGIES PLC SHS
+$594.0K
3,048
+39%
增持
BIL
SPDR BLOOMBERG 1-3 MONTH T-BILL ETF
+$589.1K
296,672
+2%
增持
BSX
BOSTON SCIENTIFIC CORP COM
+$587.9K
10,118
+105%
减持
DUK
DUKE ENERGY CORP NEW COM NEW
-$585.7K
9,218
-33%
增持
DASH
DOORDASH INC CL A
+$582.7K
3,316
+158%
增持
RAA
SMI 3FOURTEEN REAL ASSET ALLOCATION ETF
+$577.1K
297,019
+2%
增持
CSCO
CISCO SYS INC COM
+$574.0K
27,739
+27%
减持
VTES
VANGUARD SHORT-TERM TAX EXEMPT BOND ETF
-$565.9K
8,957
-39%
