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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 9
增持 116
减持 22
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
VUG
VANGUARD GROWTH ETF
+$65.7M
365,669
+90%
增持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$60.1M
1,960,679
+87%
增持
VTV
VANGUARD VALUE ETF
+$58.2M
638,267
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。
+82%
增持
PRXV
PRAXIS IMPACT LARGE CAP VALUE ETF
+$31.7M
2,362,628
+72%
增持
PRXG
PRAXIS IMPACT LARGE CAP GROWTH ETF
+$29.6M
2,399,648
+78%
增持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
+$19.4M
780,631
+84%
增持
BNDX
VANGUARD TOTAL INTERNATIONAL BOND ETF
+$17.6M
760,455
+94%
增持
BSV
VANGUARD SHORT-TERM BOND ETF
+$16.9M
564,718
+63%
增持
AAPL
APPLE INC COM
+$14.9M
254,789
+39%
增持
VB
VANGUARD SMALL-CAP ETF
+$14.0M
110,024
+91%
减持
VBIL
VANGUARD 0-3 MONTH TREASURY BILL ETF
-$13.1M
253,575
-41%
减持
SPYG
STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF
-$12.5M
11,343
-91%
减持
APO
APOLLO GLOBAL MGMT INC COM
-$9.8M
260,401
-3%
增持
IWN
ISHARES RUSSELL 2000 VALUE ETF
+$9.2M
49,596
+4450%
增持
VMBS
VANGUARD MORTGAGE-BACKED SECURITIES ETF
+$8.6M
384,290
+92%
增持
AVDE
AVANTIS INTERNATIONAL EQUITY ETF
+$8.2M
277,376
+49%
增持
BIV
VANGUARD INTERMEDIATE-TERM BOND ETF
+$7.9M
222,339
+88%
增持
BLV
VANGUARD LONG-TERM BOND ETF
+$7.7M
231,633
+96%
减持
PFN
PIMCO INCOME STRATEGY FD II COM
-$7.6M
54,843
-95%
减持
BIL
STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF
-$7.0M
479,367
-14%
增持
VSLU
APPLIED FINANCE VALUATION LARGE CAP ETF
+$6.9M
500,722
+58%
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$6.9M
121,578
+27%
增持
PYLD
PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND
+$6.5M
596,847
+74%
减持
DUHP
DIMENSIONAL US HIGH PROFITABILITY ETF
-$6.3M
106,979
-60%
增持
FBTC
FIDELITY WISE ORIGIN BITCOIN FUND
-$6.0M
452,375
+5%
建仓
IVSS
APPLIED FINANCE IVS US SMID ETF
+$5.8M
224,789
增持
GOOG
ALPHABET INC CAP STK CL C
+$5.2M
73,566
+45%
增持
FENI
FIDELITY ENHANCED INTERNATIONAL ETF
+$5.0M
339,918
+63%
增持
IDVO
AMPLIFY CWP INTERNATIONAL ENHANCED DIVIDEND INCOME ETF
+$4.7M
155,789
+278%
减持
AMAT
APPLIED MATLS INC COM
+$4.5M
56,093
-2%
建仓
LMBS
FIRST TRUST LOW DURATION OPPORTUNITIES ETF
+$4.4M
88,281
增持
—
EXXON MOBIL CORP COM
+$4.4M
60,927
+23%
增持
TSLA
TESLA INC COM
-$4.3M
86,484
+7%
增持
PTL
INSPIRE 500 ETF
+$4.1M
23,454
+233%
增持
PLTR
PALANTIR TECHNOLOGIES INC CL A
-$4.1M
135,699
+1%
增持
WMT
WALMART INC COM
+$4.0M
113,451
+25%
增持
—
ASML HLDG NV N Y REGISTRY SHS
+$3.8M
15,058
+0%
增持
RAA
SMI 3FOURTEEN REAL ASSET ALLOCATION ETF
+$3.8M
499,446
+37%
增持
HOOD
ROBINHOOD MKTS INC COM CL A
-$3.8M
89,840
+2%
增持
FANG
DIAMONDBACK ENERGY INC COM
+$3.7M
70,254
+3%
增持
DIVO
AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF
+$3.6M
153,620
+105%
增持
CVX
CHEVRON CORPORATION COM
+$3.4M
45,548
+15%
增持
JPM
JPMORGAN CHASE & CO COM
+$3.3M
50,412
+41%
增持
DELL
DELL TECHNOLOGIES INC CL C
+$3.2M
39,865
+52%
增持
TPL
TEXAS PACIFIC LAND CORPORATION COM
+$3.1M
13,243
+19%
增持
NVDA
NVIDIA CORPORATION COM
+$2.9M
273,540
+14%
增持
GLD
SPDR Gold Shares ETF
+$2.9M
16,005
+57%
增持
SOVF
Sovereigns Capital Flourish Fund
+$2.8M
600,714
+32%
增持
MGV
VANGUARD MEGA CAP VALUE ETF
+$2.8M
49,571
+58%
增持
GS
GOLDMAN SACHS GROUP INC COM
+$2.7M
8,287
+68%
增持
COWZ
PACER US CASH COWS 100 ETF
+$2.5M
518,469
+4%
减持
DFSD
DIMENSIONAL SHORT-DURATION FIXED INCOME ETF
-$2.5M
121,215
-30%
增持
KKR
KKR & CO INC COM
-$2.4M
115,809
+12%
增持
JNJ
JOHNSON & JOHNSON COM
+$2.4M
22,523
+49%
增持
SO
SOUTHERN CO COM
+$2.4M
53,971
+67%
增持
HD
HOME DEPOT INC COM
+$2.4M
37,212
+30%
减持
CIEN
CIENA CORP COM NEW
+$2.3M
20,512
-15%
增持
MU
MICRON TECHNOLOGY INC COM
+$2.3M
14,917
+55%
增持
VOE
VANGUARD MID-CAP VALUE ETF
+$2.3M
34,881
+49%
增持
COST
COSTCO WHOLESALE CORPORATION COM
+$2.2M
6,329
+34%
增持
JBL
JABIL INC COM
+$2.2M
15,114
+93%
增持
DFIC
DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF
+$2.2M
526,521
+10%
增持
VGIT
VANGUARD INTERMEDIATE-TERM TREASURY ETF
+$2.2M
265,925
+17%
增持
VBR
VANGUARD SMALL CAP VALUE ETF
+$2.0M
25,228
+55%
减持
FLOT
ISHARES FLOATING RATE BOND ETF
-$2.0M
69,977
-36%
增持
MPC
MARATHON PETE CORP COM
+$2.0M
14,135
+55%
增持
PGR
PROGRESSIVE CORP COM
-$1.9M
68,133
+0%
增持
BSVO
EA BRIDGEWAY OMNI SMALL-CAP VALUE ETF
+$1.9M
647,398
+4%
增持
MGK
VANGUARD MEGA CAP GROWTH ETF
+$1.9M
17,488
+60%
增持
—
CRH PLC ORD
-$1.9M
135,164
+5%
增持
MSFT
MICROSOFT CORP COM
+$1.9M
95,488
+38%
增持
COPY
TWEEDY BROWNE INSIDER VALUE ETF TRUST UNITS
+$1.8M
151,282
+734%
增持
MINT
PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND
+$1.8M
18,209
+6619%
增持
AMZN
AMAZON COM INC COM
+$1.8M
162,143
+17%
建仓
CGBL
CAPITAL GROUP CORE BALANCED ETF
+$1.8M
51,145
增持
HEFA
ISHARES CURRENCY HEDGED MSCI EAFE ETF
+$1.7M
118,144
+49%
增持
AVEM
AVANTIS EMERGING MARKETS EQUITY ETF
+$1.7M
61,151
+46%
增持
—
SPDR S&P 500 ETF TR CLL OPT 12/27 815.0 CAL
+$1.7M
5,400
+100%
增持
GNRC
GENERAC HLDGS INC COM
+$1.7M
9,017
+1205%
减持
BIBL
INSPIRE 100 ETF
-$1.7M
48,576
-45%
增持
VLO
VALERO ENERGY CORP COM
+$1.6M
11,612
+49%
增持
GOOGL
ALPHABET INC CAP STK CL A
+$1.5M
121,438
+14%
建仓
SDCI
USCF SUMMERHAVEN DYNAMIC COMMODITY STRATEGY NO K-1 FUND
+$1.5M
56,495
增持
AFL
AFLAC INC COM
+$1.5M
17,831
+361%
减持
SNOW
SNOWFLAKE INC COM SHS
-$1.5M
10,629
-25%
增持
SLV
iShares Silver Trust ETF
+$1.5M
82,503
+29%
清仓
—
CYBERARK SOFTWARE LTD SHS
-$1.5M
0
-100%
减持
JEPI
JPMORGAN EQUITY PREMIUM INCOME ETF
-$1.4M
133,423
-15%
建仓
—
SPDR S&P 500 ETF TR PUT OPT 03/27 625.0 PUT
+$1.4M
2,200
增持
TSM
TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS
+$1.4M
14,693
+26%
增持
LMT
LOCKHEED MARTIN CORP COM
+$1.4M
4,988
+51%
增持
MCK
MCKESSON CORP COM
+$1.4M
3,796
+66%
增持
CGCP
CAPITAL GROUP CORE PLUS INCOME ETF
+$1.4M
692,902
+11%
增持
BX
BLACKSTONE INC COM
-$1.4M
62,997
+12%
增持
JPST
JPMORGAN ULTRA-SHORT INCOME ETF
+$1.3M
34,912
+307%
建仓
PUSH
PGIM ULTRA SHORT MUNICIPAL BOND ETF
+$1.3M
26,259
增持
OXY
OCCIDENTAL PETE CORP COM
+$1.3M
37,935
+35%
增持
MRK
MERCK & CO INC COM
+$1.3M
31,032
+34%
增持
KO
COCA COLA CO COM
+$1.3M
40,647
+56%
建仓
QTPI
NORTH SQUARE RCIM TAX-ADVANTAGED PREFERRED AND INCOME SECURITIES ETF
+$1.3M
49,677
增持
—
CRISPR THERAPEUTICS AG NAMEN AKT
+$1.3M
89,683
+56%
增持
SGOV
ISHARES 0-3 MONTH TREASURY BOND ETF
+$1.2M
28,706
+75%
建仓
IDMO
INVESCO S&P INTERNATIONAL DEVELOPED MOMENTUM ETF
+$1.2M
22,519
增持
DE
DEERE & CO COM
+$1.2M
8,882
+10%
增持
PG
PROCTER & GAMBLE CO COM
+$1.2M
18,816
+80%
增持
CRWD
CROWDSTRIKE HLDGS INC CL A
-$1.2M
16,472
+1%
减持
XBI
STATE STREET SPDR S&P BIOTECH ETF
-$1.2M
18,092
-37%
增持
LLY
ELI LILLY & CO COM
+$1.2M
9,620
+35%
增持
MS
MORGAN STANLEY COM NEW
+$1.2M
23,074
+55%
增持
PPA
INVESCO AEROSPACE & DEFENSE ETF
+$1.1M
7,774
+751%
减持
KEX
KIRBY CORP COM
+$1.1M
52,150
-1%
增持
—
APPLE INC PUT OPT 12/27 210.0 PUT
+$1.1M
9,400
+100%
增持
BND
VANGUARD TOTAL BOND MARKET ETF
+$1.1M
132,570
+13%
增持
WDC
WESTERN DIGITAL CORP COM
+$1.1M
8,548
+20%
增持
VXUS
VANGUARD TOTAL INTERNATIONAL STOCK ETF
+$1.1M
65,936
+24%
减持
DFCF
DIMENSIONAL CORE FIXED INCOME ETF
-$1.1M
103,816
-19%
增持
PSX
PHILLIPS 66 COM
+$1.0M
12,446
+32%
清仓
—
FLAGSTAR BANK NATIONAL ASSOCIA UNIT 05/07/51
-$1.0M
0
-100%
减持
—
MICROSECTORS GOLD MINERS 3X LEVERAGED ETN
-$1.0M
3,415
-52%
增持
MSTR
STRATEGY INC CL A NEW
-$1.0M
55,861
+6%
增持
FEMR
FIDELITY ENHANCED EMERGING MARKETS ETF
+$1.0M
78,884
+53%
增持
SCHD
SCHWAB US DIVIDEND EQUITY ETF
+$1.0M
148,934
+15%
增持
CSCO
CISCO SYS INC COM
+$1.0M
41,023
+45%
增持
SPY
STATE STREET SPDR S&P 500 ETF
+$997.6K
33,081
+10%
增持
PANW
PALO ALTO NETWORKS INC COM
+$997.2K
36,503
+38%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
-$987.9K
22,349
-4%
增持
GCOW
PACER GLOBAL CASH COWS DIVIDEND ETF
+$981.2K
55,517
+44%
减持
FTSM
FIRST TRUST ENHANCED SHORT MATURITY ETF
-$960.9K
2
-100%
减持
VTES
VANGUARD SHORT-TERM TAX EXEMPT BOND ETF
-$956.7K
6,337
-60%
增持
VRT
VERTIV HOLDINGS CO COM CL A
+$956.1K
7,036
+41%
建仓
—
CARNIVAL CORP LTD COMMON SHARES
+$952.7K
36,814
增持
EOG
EOG RES INC COM
+$951.8K
11,953
+62%
增持
FIX
COMFORT SYS USA INC COM
+$946.2K
1,731
+12%
减持
TEAM
ATLASSIAN CORPORATION CL A
-$943.7K
4,440
-42%
增持
ESUM
EVENTIDE US MARKET ETF
+$935.8K
85,428
+77%
增持
DFSV
DIMENSIONAL US SMALL CAP VALUE ETF
+$935.7K
124,378
+20%
增持
DGRO
ISHARES CORE DIVIDEND GROWTH ETF
+$928.9K
282,858
+4%
增持
HAL
HALLIBURTON CO COM
+$919.4K
57,789
+22%
增持
GEV
GE VERNOVA INC COM
+$916.0K
3,406
+8%
增持
IVV
ISHARES CORE S&P 500 ETF
-$915.2K
32,099
+0%
增持
SPMO
INVESCO S&P 500 MOMENTUM ETF
+$910.0K
9,095
+890%
增持
DFAE
DIMENSIONAL EMERGING CORE EQUITY MARKET ETF
+$901.4K
169,072
+14%
清仓
—
CARNIVAL CORP COMMON STOCK
-$896.3K
0
-100%
增持
TJX
TJX COS INC NEW COM
+$890.2K
18,738
+37%
增持
FLEE
FRANKLIN FTSE EUROPE ETF
+$877.8K
58,148
+72%
增持
QQQ
INVESCO QQQ TRUST SERIES I
-$862.5K
27,109
+1%
减持
VYM
VANGUARD HIGH DIVIDEND YIELD INDEX ETF
-$851.8K
40,662
-15%
增持
DGX
QUEST DIAGNOSTICS INC COM
+$848.4K
9,603
+61%
增持
—
LINDE PLC SHS
+$844.1K
5,372
+26%
增持
NFLX
NETFLIX INC. COM
+$841.9K
69,250
+12%
