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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 9
增持 96
减持 38
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
BIL
STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF
+$17.6M
557,665
+54%
增持
VBIL
VANGUARD 0-3 MONTH TREASURY BILL ETF
+$16.6M
427,697
+106%
增持
PRXG
PRAXIS IMPACT LARGE CAP GROWTH ETF
+$12.2M
1,347,271
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。
+30%
增持
APO
APOLLO GLOBAL MGMT INC COM
+$12.0M
268,028
+34%
减持
SOVF
Sovereigns Capital Flourish Fund
-$9.2M
455,163
-39%
增持
GOOGL
ALPHABET INC CAP STK CL A
+$8.1M
106,643
+3%
增持
VUG
VANGUARD GROWTH ETF
+$7.9M
192,796
+7%
增持
FENI
FIDELITY ENHANCED INTERNATIONAL ETF
+$7.6M
208,720
+11079%
增持
SPY
STATE STR SPDR S&P 500 ETF TR TR UNIT
+$6.9M
30,086
+47%
减持
VIGI
Vanguard International Dividend Appreciation ETF
-$6.7M
54,492
-58%
增持
FBTC
FIDELITY WISE ORIGIN BITCOIN FUND
-$6.7M
429,503
+9%
减持
PLTR
PALANTIR TECHNOLOGIES INC CL A
-$6.6M
134,772
-19%
增持
AMZN
AMAZON COM INC COM
+$5.8M
138,496
+16%
减持
IAU
iShares Gold Trust ETF
+$5.7M
723,987
-1%
增持
VTV
VANGUARD VALUE ETF
+$5.7M
351,076
+7%
增持
PRXV
PRAXIS IMPACT LARGE CAP VALUE ETF
+$5.0M
1,375,888
+11%
增持
CGCP
CAPITAL GROUP CORE PLUS INCOME ETF
+$4.0M
621,845
+40%
增持
RDVY
FIRST TRUST RISING DIVIDEND ACHIEVERS ETF
+$3.8M
66,187
+471%
增持
GOOG
ALPHABET INC CAP STK CL C
+$3.8M
50,651
+2%
增持
AAPL
APPLE INC COM
+$3.5M
183,044
+1%
增持
XBI
STATE STREET SPDR S&P BIOTECH ETF
+$3.5M
28,718
+478533%
增持
AMAT
APPLIED MATLS INC COM
+$3.5M
57,175
+4%
减持
DIHP
DIMENSIONAL INTERNATIONAL HIGH PROFITABILITY ETF
-$3.4M
63,897
-64%
增持
MSTR
STRATEGY INC CL A NEW
-$3.4M
52,606
+49%
减持
—
CRISPR THERAPEUTICS AG NAMEN AKT
-$3.3M
57,465
-41%
增持
DFSV
DIMENSIONAL US SMALL CAP VALUE ETF
+$3.2M
104,061
+1712%
增持
TPL
TEXAS PACIFIC LAND CORPORATION COM
+$3.1M
11,159
+11404%
增持
AVDE
AVANTIS INTERNATIONAL EQUITY ETF
+$3.0M
186,126
+20%
增持
VSLU
APPLIED FINANCE VALUATION LARGE CAP ETF
+$3.0M
316,246
+23%
减持
HOOD
ROBINHOOD MKTS INC COM CL A
-$3.0M
88,314
-3%
减持
AZO
AUTOZONE INC COM
-$2.9M
2,791
-3%
增持
DELL
DELL TECHNOLOGIES INC CL C
+$2.8M
26,199
+727%
增持
LLY
ELI LILLY & CO COM
+$2.8M
7,129
+11%
减持
PPA
INVESCO AEROSPACE & DEFENSE ETF
-$2.7M
913
-95%
增持
SLV
iShares Silver Trust ETF
+$2.7M
63,728
+88%
增持
HEFA
ISHARES CURRENCY HEDGED MSCI EAFE ETF
+$2.5M
79,142
+304%
增持
AVEM
AVANTIS EMERGING MARKETS EQUITY ETF
+$2.5M
41,929
+306%
建仓
TCHP
T. ROWE PRICE BLUE CHIP GROWTH ETF
+$2.4M
48,629
增持
DFIC
DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF
+$2.2M
478,570
+10%
清仓
—
SPDR S&P 500 ETF TR PUT OPT
-$2.1M
0
-100%
减持
AMH
AMERICAN HOMES 4 RENT CL A
-$2.0M
100,475
-37%
增持
TSLA
TESLA INC COM
+$2.0M
81,124
+5%
建仓
PNFP
PINNACLE FINL PARTNERS INC COM
+$2.0M
21,060
减持
IWB
ISHARES RUSSELL 1000 ETF
-$2.0M
10,502
-35%
增持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
+$1.9M
125,345
+6%
清仓
—
PINNACLE FINL PARTNERS INC COM
-$1.9M
0
-100%
减持
CIEN
CIENA CORP COM NEW
+$1.9M
24,113
-6%
建仓
—
SPY 271217C00815000 SPDR S&P 500 ETF TR CLL OPT 12/27 815.0 CAL
+$1.8M
2,700
减持
SFBS
SERVISFIRST BANCSHARES INC COM
-$1.8M
10,280
-68%
增持
COWZ
PACER US CASH COWS 100 ETF
+$1.8M
497,102
+2%
增持
CGUS
CAPITAL GROUP CORE EQUITY ETF
+$1.7M
465,364
+8%
增持
PSLV
SPROTT ASSET MANAGEMENT LP PHYSICAL SILVER
+$1.7M
121,643
+60%
建仓
FEMR
FIDELITY ENHANCED EMERGING MARKETS ETF
+$1.7M
51,654
增持
PTL
INSPIRE 500 ETF
+$1.7M
7,037
+2404%
清仓
—
AMCOR PLC ORD
-$1.6M
0
-100%
增持
DGRO
ISHARES CORE DIVIDEND GROWTH ETF
+$1.6M
272,573
+7%
增持
—
EXXON MOBIL CORP COM
+$1.6M
49,527
+28%
增持
FHN
FIRST HORIZON CORPORATION COM
+$1.6M
74,262
+796%
增持
KEX
KIRBY CORP COM
+$1.6M
52,718
+4%
增持
NFLX
NETFLIX INC. COM
-$1.6M
62,036
+905%
增持
SPYG
STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF
+$1.6M
127,147
+11%
增持
WMT
WALMART INC COM
+$1.6M
90,883
+9%
增持
FANG
DIAMONDBACK ENERGY INC COM
+$1.5M
67,977
+11%
减持
AVGO
BROADCOM INC COM
+$1.5M
93,097
-0%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$1.4M
299,777
+10%
增持
VGSH
VANGUARD SHORT-TERM TREASURY ETF
+$1.4M
154,223
+18%
减持
PGR
PROGRESSIVE CORP COM
-$1.4M
67,817
-0%
增持
VGIT
VANGUARD INTERMEDIATE-TERM TREASURY ETF
+$1.4M
228,090
+11%
减持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$1.3M
1,049,797
-2%
增持
MU
MICRON TECHNOLOGY INC COM
+$1.3M
9,627
+12%
建仓
—
AAPL 271217P00210000 APPLE INC PUT OPT 12/27 210.0 PUT
+$1.3M
4,700
增持
ORCL
ORACLE CORP COM
-$1.2M
16,459
+6%
增持
BMY
BRISTOL-MYERS SQUIBB CO COM
+$1.1M
28,857
+218%
增持
QQQ
INVESCO QQQ TRUST SERIES I
+$1.1M
26,875
+5%
增持
DUHP
DIMENSIONAL US HIGH PROFITABILITY ETF
+$1.1M
269,673
+12%
减持
DFSD
DIMENSIONAL SHORT-DURATION FIXED INCOME ETF
-$1.1M
172,957
-11%
减持
SYM
SYMBOTIC INC CLASS A COM
-$1.1M
20,767
-51%
增持
MSFT
MICROSOFT CORP COM
-$1.1M
69,203
+4%
减持
DIVO
AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF
-$1.0M
74,764
-24%
建仓
QFLR
INNOVATOR NASDAQ-100 MANAGED FLOOR ETF
+$1.0M
30,300
减持
NET
CLOUDFLARE INC CL A COM
-$1.0M
4,905
-47%
增持
AMGN
AMGEN INC COM
+$1.0M
19,555
+2%
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$999.7K
95,759
+1%
增持
DHI
D R HORTON INC COM
-$990.7K
44,267
+2%
减持
DFAC
DIMENSIONAL U.S. CORE EQUITY 2 ETF
-$967.7K
690,258
-6%
增持
CAT
CATERPILLAR INC COM
+$953.5K
4,507
+32%
减持
ARM
ARM HOLDINGS PLC SPONSORED ADS
-$924.5K
3,851
-60%
增持
CNC
CENTENE CORP DEL COM
+$911.8K
35,227
+134%
增持
SPXL
DIREXION DAILY S&P 500 BULL 3X SHARES
+$907.7K
7,027
+132%
增持
—
MICROSECTORS GOLD MINERS 3X LEVERAGED ETN
+$900.4K
7,109
+75%
增持
TEAM
ATLASSIAN CORPORATION CL A
+$898.7K
7,689
+253%
清仓
TECS
DIREXION DAILY TECHNOLOGY BEAR 3X SHARES
-$881.8K
0
-100%
减持
—
CYBERARK SOFTWARE LTD SHS
-$876.8K
3,292
-32%
减持
AVUV
AVANTIS U.S. SMALL CAP VALUE ETF
-$874.3K
11,727
-44%
增持
DCOR
DIMENSIONAL US CORE EQUITY 1 ETF
+$870.6K
168,430
+5%
增持
CGXU
CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF
+$860.7K
541,588
+6%
减持
COST
COSTCO WHOLESALE CORPORATION COM
-$841.6K
4,724
-11%
增持
RAA
SMI 3FOURTEEN REAL ASSET ALLOCATION ETF
+$835.2K
363,866
+8%
增持
—
CRH PLC ORD
+$827.3K
129,050
+1%
增持
GDX
VANECK GOLD MINERS ETF
+$823.2K
41,150
+16%
增持
IEFA
ISHARES CORE MSCI EAFE ETF
+$813.9K
55,686
+17%
增持
—
PROSHARES ULTRA BLOOMBERG NATURAL GAS
+$788.4K
37,645
+1432%
增持
IWD
ISHARES RUSSELL 1000 VALUE ETF
+$783.4K
10,097
+53%
减持
AVLV
AVANTIS U.S. LARGE CAP VALUE ETF
-$776.4K
8,829
-56%
增持
DFUV
DIMENSIONAL US MARKETWIDE VALUE ETF
+$775.4K
180,368
+6%
增持
AMD
ADVANCED MICRO DEVICES INC COM
+$743.5K
10,962
+11%
增持
GCOW
PACER GLOBAL CASH COWS DIVIDEND ETF
+$740.0K
38,473
+80%
建仓
—
ASTRAZENECA PLC ORD
+$731.2K
7,954
清仓
—
DIREXION DAILY SEMICONDUCTOR BEAR 3X SHARES
-$723.9K
0
-100%
增持
BX
BLACKSTONE INC COM
-$723.6K
56,001
+2%
减持
UPRO
PROSHARES ULTRAPRO S&P500
-$716.9K
15,586
-31%
减持
SCHD
SCHWAB US DIVIDEND EQUITY ETF
-$715.2K
129,852
-17%
增持
—
CHUBB LIMITED COM
+$705.5K
7,273
+31%
增持
SPYV
STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF
+$703.5K
12,717
+3618%
增持
BND
VANGUARD TOTAL BOND MARKET ETF
+$702.2K
117,073
+9%
建仓
YEAR
AB ULTRA SHORT INCOME ETF
+$700.2K
13,871
增持
TBG
TBG DIVIDEND FOCUS ETF
+$698.5K
84,844
+31%
增持
PHYS
SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR
+$693.0K
56,518
+43%
增持
BUFR
FT VEST LADDERED BUFFER ETF
+$691.1K
56,435
+52%
减持
MGK
VANGUARD MEGA CAP GROWTH ETF
-$690.0K
10,940
-15%
增持
JPM
JPMORGAN CHASE & CO COM
+$689.2K
35,641
+4%
增持
MRK
MERCK & CO INC COM
+$686.5K
23,202
+11%
减持
DFCF
DIMENSIONAL CORE FIXED INCOME ETF
-$682.0K
127,787
-11%
增持
RWL
INVESCO S&P 500 REVENUE ETF
+$681.0K
156,019
+0%
增持
EFA
ISHARES MSCI EAFE ETF
+$661.4K
153,377
+2%
减持
TPLC
TIMOTHY PLAN US LARGE/MID CAP CORE ETF
-$661.4K
59,969
-18%
减持
DFGR
DIMENSIONAL GLOBAL REAL ESTATE ETF
-$649.5K
186,954
-9%
减持
BSV
VANGUARD SHORT-TERM BOND ETF
-$632.3K
347,340
-2%
增持
AXP
AMERICAN EXPRESS CO COM
+$628.2K
5,924
+26%
增持
QQQM
INVESCO NASDAQ 100 ETF
+$624.2K
4,411
+122%
增持
ILF
ISHARES LATIN AMERICA 40 ETF
+$622.9K
25,995
+345%
减持
MGV
VANGUARD MEGA CAP VALUE ETF
-$622.6K
31,365
-14%
减持
DFAT
DIMENSIONAL U.S. TARGETED VALUE ETF
-$621.7K
56,820
-17%
增持
IWF
ISHARES RUSSELL 1000 GROWTH ETF
+$617.7K
4,790
+36%
增持
ARKB
ARK 21SHARES BITCOIN ETF
+$615.9K
75,227
+82%
增持
TJX
TJX COS INC NEW COM
+$610.0K
13,686
+33%
增持
WFC
WELLS FARGO & CO COM
+$603.2K
26,777
+19%
清仓
—
PROSHARES ULTRAPRO SHORT QQQ
-$602.5K
0
-100%
增持
SNOW
SNOWFLAKE INC COM SHS
+$597.8K
14,264
+27%
增持
EIX
EDISON INTL COM
+$591.4K
19,502
+86%
建仓
—
TOTALENERGIES SE ACT
+$586.8K
8,970
增持
OAIM
ONEASCENT INTERNATIONAL EQUITY ETF
+$586.0K
15,194
+1327%
减持
DASH
DOORDASH INC CL A
-$569.3K
1,621
-53%
增持
ABNB
AIRBNB INC COM CL A
+$568.0K
8,314
+80%
增持
ZM
ZOOM COMMUNICATIONS INC CL A
+$567.7K
12,334
+105%
减持
SCHG
SCHWAB U.S. LARGE-CAP GROWTH ETF
-$567.4K
56,102
-25%
增持
AXON
AXON ENTERPRISE INC COM
+$566.7K
1,574
+245%
减持
MOH
MOLINA HEALTHCARE INC COM
-$566.5K
595
-83%
清仓
EWS
ISHARES MSCI SINGAPORE ETF
-$565.8K
0
-100%
增持
XLV
STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF
+$560.1K
9,392
+46%
