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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 2
增持 110
减持 37
清仓 1
方向
标的
Δ市值
现股数(环比)
增持
APO
APOLLO GLOBAL MGMT INC COM
+$26.7M
200,767
+27104%
增持
VUG
VANGUARD GROWTH ETF
+$9.8M
179,714
+3%
增持
AAPL
APPLE INC COM
+$9.8M
181,625
+2%
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
TSLA
TESLA INC COM
+$9.6M
77,516
-1%
增持
PRXG
PRAXIS IMPACT LARGE CAP GROWTH ETF
+$9.0M
1,034,703
+21%
增持
GOOGL
ALPHABET INC CAP STK CL A
+$7.5M
104,019
+3%
增持
NVDA
NVIDIA CORPORATION COM
+$7.5M
237,372
+2%
减持
IAU
iShares Gold Trust ETF
+$7.4M
729,330
-0%
增持
PRXV
PRAXIS IMPACT LARGE CAP VALUE ETF
+$7.2M
1,236,155
+19%
增持
VSLU
APPLIED FINANCE VALUATION LARGE CAP ETF
+$6.9M
256,620
+148%
减持
GPK
GRAPHIC PACKAGING HLDG CO COM
-$6.6M
1,665
-99%
增持
AVDE
AVANTIS INTERNATIONAL EQUITY ETF
+$6.4M
155,587
+97%
增持
—
ASML HOLDING N V N Y REGISTRY SHS
+$6.2M
16,060
+38%
增持
BIL
SPDR BLOOMBERG 1-3 MONTH T-BILL ETF
+$6.1M
363,192
+22%
减持
PLTR
PALANTIR TECHNOLOGIES INC CL A
+$6.0M
167,391
-7%
建仓
PSH
PGIM SHORT DURATION HIGH YIELD ETF
+$5.9M
116,681
增持
COWZ
PACER US CASH COWS 100 ETF
+$5.9M
489,331
+21%
建仓
RWK
INVESCO S&P MIDCAP 400 REVENUE ETF
+$5.6M
44,928
增持
VBIL
VANGUARD 0-3 MONTH TREASURY BILL ETF
+$5.2M
207,235
+50%
减持
AVGO
BROADCOM INC COM
+$4.7M
93,221
-1%
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$4.7M
94,785
+9%
增持
HOOD
ROBINHOOD MKTS INC COM CL A
+$4.6M
90,656
+1%
增持
IVV
ISHARES CORE S&P 500 ETF
+$4.4M
32,859
+16%
增持
VTV
VANGUARD VALUE ETF
+$3.8M
329,165
+1%
增持
—
CRH PLC ORD
+$3.6M
127,432
+1%
增持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
+$3.5M
118,664
+10%
增持
FBTC
FIDELITY WISE ORIGIN BITCOIN FUND
+$3.5M
395,574
+3%
增持
DFAC
DIMENSIONAL U.S. CORE EQUITY 2 ETF
+$3.3M
733,602
+5%
增持
GOOG
ALPHABET INC CAP STK CL C
+$3.3M
49,683
+1%
减持
SOVF
Sovereigns Capital Flourish Fund
-$3.2M
742,860
-13%
清仓
—
BRIDGE INVT GROUP HLDGS INC COM CL A
-$3.0M
0
-100%
增持
IEFA
ISHARES CORE MSCI EAFE ETF
+$2.9M
47,734
+210%
增持
CGUS
CAPITAL GROUP CORE EQUITY ETF
+$2.9M
430,337
+12%
增持
DCOR
DIMENSIONAL US CORE EQUITY 1 ETF
+$2.7M
160,285
+21%
增持
FANG
DIAMONDBACK ENERGY INC COM
+$2.5M
60,985
+35%
增持
SCHV
SCHWAB U.S. LARGE-CAP VALUE ETF
+$2.3M
80,289
+72232%
增持
MSFT
MICROSOFT CORP COM
+$2.3M
66,661
+3%
增持
CGXU
CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF
+$2.2M
511,251
+7%
增持
DFIC
DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF
+$2.2M
435,390
+12%
增持
IWB
ISHARES RUSSELL 1000 ETF
+$2.1M
16,148
+46%
减持
AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
-$2.1M
2,941
-88%
增持
DGRO
ISHARES CORE DIVIDEND GROWTH ETF
+$2.0M
254,232
+6%
减持
VOO
VANGUARD S&P 500 ETF
+$2.0M
48,384
-0%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$2.0M
23,497
+16%
增持
DFSD
DIMENSIONAL SHORT-DURATION FIXED INCOME ETF
+$1.9M
194,371
+25%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$1.9M
52,434
+111%
减持
DFAS
DIMENSIONAL U.S. SMALL CAP ETF
-$1.9M
56,066
-38%
增持
DHI
D R HORTON INC COM
+$1.9M
43,467
+2%
增持
BSV
VANGUARD SHORT-TERM BOND ETF
+$1.9M
354,912
+7%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$1.9M
271,962
+10%
增持
SCHG
SCHWAB U.S. LARGE-CAP GROWTH ETF
+$1.8M
75,131
+294%
增持
MSTR
STRATEGY INC CL A NEW
-$1.8M
35,336
+8%
增持
VGIT
VANGUARD INTERMEDIATE-TERM TREASURY ETF
+$1.8M
205,215
+17%
增持
—
CRISPR THERAPEUTICS AG NAMEN AKT
+$1.8M
97,434
+5%
增持
PYLD
PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND
+$1.8M
344,006
+23%
增持
IWR
ISHARES RUSSELL MIDCAP ETF
+$1.8M
19,969
+1034%
增持
AZO
AUTOZONE INC COM
+$1.7M
2,888
+0%
增持
UPRO
PROSHARES ULTRAPRO S&P500
+$1.7M
22,613
+142%
增持
NEAR
ISHARES SHORT DURATION BOND ACTIVE ETF
+$1.6M
36,755
+694%
减持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
+$1.6M
424,354
-2%
减持
CIEN
CIENA CORP COM NEW
+$1.6M
25,751
-3%
增持
BSVO
EA BRIDGEWAY OMNI SMALL-CAP VALUE ETF
+$1.6M
617,070
+1%
增持
RAA
SMI 3FOURTEEN REAL ASSET ALLOCATION ETF
+$1.6M
337,882
+14%
减持
IUSB
ISHARES CORE TOTAL USD BOND MARKET ETF
-$1.5M
27,628
-55%
增持
EFA
ISHARES MSCI EAFE ETF
+$1.5M
150,663
+7%
增持
SCHA
SCHWAB U.S. SMALL-CAP ETF
+$1.4M
59,363
+495%
增持
BND
VANGUARD TOTAL BOND MARKET ETF
+$1.4M
107,159
+20%
减持
WSO
WATSCO INC COM
-$1.4M
1,101
-73%
减持
LKQ
LKQ CORP COM
-$1.4M
72,942
-25%
增持
SPYG
SPDR PORTFOLIO S&P 500 GROWTH ETF
+$1.3M
114,940
+2%
减持
VGSH
VANGUARD SHORT-TERM TREASURY ETF
-$1.3M
130,419
-15%
减持
JEPI
JPMORGAN EQUITY PREMIUM INCOME ETF
-$1.3M
154,044
-13%
增持
SCHX
SCHWAB U.S. LARGE-CAP ETF
+$1.3M
74,491
+168%
减持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$1.3M
1,072,409
-3%
增持
DFGX
DIMENSIONAL GLOBAL EX US CORE FIXED INCOME ETF
+$1.3M
52,082
+81%
增持
HQY
HEALTHEQUITY INC COM
+$1.2M
49,264
+51%
增持
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
+$1.2M
45,734
+53%
增持
BX
BLACKSTONE INC COM
+$1.2M
54,759
+1%
增持
SCHF
SCHWAB INTERNATIONAL EQUITY ETF
+$1.2M
57,186
+825%
减持
AVUV
AVANTIS U.S. SMALL CAP VALUE ETF
-$1.2M
20,800
-42%
减持
AMAT
APPLIED MATLS INC COM
+$1.2M
54,749
-0%
增持
ORCL
ORACLE CORP COM
+$1.1M
15,535
+5%
增持
SCHB
SCHWAB U.S. BROAD MARKET ETF
+$1.1M
50,881
+626%
增持
RWL
INVESCO S&P 500 REVENUE ETF
+$1.1M
155,279
+1%
增持
GDX
VANECK GOLD MINERS ETF
+$1.1M
35,422
+16%
增持
DFCF
DIMENSIONAL CORE FIXED INCOME ETF
+$1.1M
143,140
+21%
增持
WMT
WALMART INC COM
+$1.1M
83,176
+9%
减持
VGLT
VANGUARD LONG-TERM TREASURY ETF
-$1.1M
15,391
-56%
增持
SCHE
SCHWAB EMERGING MARKETS EQUITY ETF
+$1.1M
32,005
+5838%
增持
JPM
JPMORGAN CHASE & CO. COM
+$1.0M
34,223
+2%
增持
SCHC
SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF
+$1.0M
22,298
+222880%
增持
PGR
PROGRESSIVE CORP COM
-$1.0M
68,082
+2%
减持
HD
HOME DEPOT INC COM
+$973.3K
25,691
-0%
减持
AMH
AMERICAN HOMES 4 RENT CL A
-$968.0K
158,289
-8%
减持
VMBS
VANGUARD MORTGAGE-BACKED SECURITIES ETF
-$931.4K
196,547
-10%
增持
KEX
KIRBY CORP COM
-$929.0K
50,650
+11%
增持
TBG
TBG DIVIDEND FOCUS ETF
+$909.1K
64,542
+70%
增持
VT
VANGUARD TOTAL WORLD STOCK ETF
+$905.0K
43,626
+10%
增持
SCHH
SCHWAB U.S. REIT ETF
+$890.6K
41,388
+40476%
减持
TPHD
TIMOTHY PLAN HIGH DIVIDEND STOCK ETF
-$884.8K
51,201
-33%
增持
IJH
ISHARES CORE S&P MID-CAP ETF
+$867.4K
48,143
+31%
增持
SCHZ
SCHWAB US AGGREGATE BOND ETF
+$836.7K
47,790
+290%
增持
SCHP
SCHWAB US TIPS ETF
+$832.4K
49,877
+160%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE ETF
+$824.9K
100,697
+17%
减持
QQQ
INVESCO QQQ TRUST SERIES I
+$821.8K
25,593
-3%
增持
INTC
INTEL CORP COM
+$798.5K
44,090
+45%
减持
SPAB
SPDR PORTFOLIO AGGREGATE BOND ETF
-$796.0K
28,410
-52%
增持
SYM
SYMBOTIC INC CLASS A COM
+$792.7K
42,720
+10%
增持
VFLO
VICTORYSHARES FREE CASH FLOW ETF
+$791.7K
98,432
+20%
增持
XLK
TECHNOLOGY SELECT SECTOR SPDR FUND
+$790.3K
11,439
+19%
减持
IXN
ISHARES GLOBAL TECH ETF
-$775.1K
1,794
-83%
增持
IWD
ISHARES RUSSELL 1000 VALUE ETF
+$770.3K
6,584
+124%
减持
AMGN
AMGEN INC COM
-$762.5K
19,132
-13%
增持
META
META PLATFORMS INC CL A
+$759.6K
21,603
+6%
减持
VB
VANGUARD SMALL-CAP ETF
+$756.8K
56,791
-2%
减持
VNLA
JANUS HENDERSON SHORT DURATION INCOME ETF
-$752.0K
29,201
-34%
增持
HEFA
ISHARES CURRENCY HEDGED MSCI EAFE ETF
+$739.8K
19,592
+1954%
增持
FTSM
FIRST TRUST ENHANCED SHORT MATURITY ETF
+$722.2K
15,021
+406%
增持
SCHD
SCHWAB US DIVIDEND EQUITY ETF
+$719.4K
156,667
+17%
减持
COST
COSTCO WHSL CORP NEW COM
-$708.7K
5,311
-7%
增持
COWG
PACER US LARGE CAP CASH COWS GROWTH LEADERS ETF
+$708.4K
70,452
+34%
增持
DUHP
DIMENSIONAL US HIGH PROFITABILITY ETF
+$692.4K
241,529
+2%
增持
MU
MICRON TECHNOLOGY INC COM
+$675.2K
8,630
+38%
减持
VCIT
VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF
-$660.3K
13,641
-37%
增持
SCHR
SCHWAB INTERMEDIATE-TERM US TREASURY ETF
+$656.2K
42,680
+157%
增持
PSLV
SPROTT ASSET MANAGEMENT LP PHYSICAL SILVER
+$653.9K
76,090
+72%
增持
DIHP
DIMENSIONAL INTERNATIONAL HIGH PROFITABILITY ETF
+$652.0K
178,362
+10%
增持
TPIF
TIMOTHY PLAN INTERNATIONAL ETF
+$641.8K
49,173
+59%
增持
IJR
ISHARES CORE S&P SMALL CAP ETF
+$619.0K
11,704
+66%
增持
AMZN
AMAZON COM INC COM
+$609.9K
119,367
+2%
增持
GSIE
GOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETF
+$607.8K
227,371
+3%
减持
BOND
PIMCO ACTIVE BOND EXCHANGE-TRADED FUND
-$605.3K
3,966
-63%
增持
TECS
DIREXION DAILY TECHNOLOGY BEAR 3X SHARES
+$604.9K
45,596
+341%
增持
PCG
PG&E CORP COM
+$600.7K
50,535
+337%
增持
IVW
ISHARES S&P 500 GROWTH ETF
+$599.8K
28,372
+11%
增持
AVDV
AVANTIS INTERNATIONAL SMALL CAP VALUE ETF
+$591.4K
51,432
+2%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
+$585.4K
11,377
-1%
增持
TPSC
TIMOTHY PLAN US SMALL CAP CORE ETF
+$579.2K
78,275
+13%
增持
DFAE
DIMENSIONAL EMERGING CORE EQUITY MARKET ETF
+$558.5K
142,009
+5%
增持
ANET
ARISTA NETWORKS INC COM SHS
+$558.0K
10,668
+10%
增持
JNJ
JOHNSON & JOHNSON COM
+$554.1K
15,098
+3%
减持
SGI
SOMNIGROUP INTERNATIONAL INC COM
+$553.0K
34,570
-0%
增持
IGSB
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF
+$548.5K
17,240
+149%
减持
PM
PHILIP MORRIS INTL INC COM
-$540.8K
9,783
-16%
增持
IIIV
I3 VERTICALS INC COM CL A
+$539.5K
17,077
+3057%
增持
LRCX
LAM RESEARCH CORP COM NEW
+$537.0K
10,153
+20%
增持
RBLX
ROBLOX CORP CL A
+$536.4K
10,629
+19%
增持
CGCP
CAPITAL GROUP CORE PLUS INCOME ETF
+$534.8K
444,303
+5%
增持
CGGO
CAPITAL GROUP GLOBAL GROWTH EQUITY ETF
+$534.7K
47,068
+40%
减持
CVX
CHEVRON CORP NEW COM
-$533.8K
38,240
-15%
