EverSource Wealth Advisors, LLC
- SEC CIK
- 0001710537
- 最新申報
- 2026/7/24
2022 年第 4 季到 2023 年第 1 季的持倉變化
只比多頭部位，依股數判斷新進、加碼、減碼與清倉。可以換成這家機構任兩季比較。
- 新進
- 308 檔
- 估計 +$3,407 萬
- 加碼
- 805 檔
- 估計 +$1.09 億
- 減碼
- 744 檔
- 估計 −$2,908 萬
- 清倉
- 234 檔
- 估計 −$139.7 萬
總值從 $6.60 億變成 $8.03 億（+$1.43 億 (+21.6%)），持股從 2,302 檔變成 2,376 檔（+74）。
2023 年第 1 季全部持倉2022 年第 4 季全部持倉
股數、市值、佔組合 % 每一格上面是 2023 年第 1 季，下面灰字是 2022 年第 4 季。兩季之間拆股的股票，2022 年第 4 季的股數先依拆股比例換算再比較。
| 證券 | 動作 | 股數 | 股數變化 | 市值 | 估計買賣 | 佔組合 % | 比重變化（百分點） |
|---|---|---|---|---|---|---|---|
| Vanguard Ftse Developed Markets ETF921943858 | 加碼– | 678,112628,235 | +49,877+7.9% | $3,063 萬$2,637 萬 | +$225.3 萬 | 3.8%4.0% | −0.18 |
| AAPLApple Inc. | 加碼歷史 | 136,612116,912 | +19,700+16.9% | $2,253 萬$1,519 萬 | +$324.9 萬 | 2.8%2.3% | +0.50 |
| Vanguard Morningstar Growth ETF922908736 | 加碼– | 89,47481,375 | +8,099+10.0% | $2,232 萬$1,734 萬 | +$202.0 萬 | 2.8%2.6% | +0.15 |
| Vanguard Morningstar Value ETF922908744 | 加碼– | 144,741130,162 | +14,579+11.2% | $1,999 萬$1,827 萬 | +$201.4 萬 | 2.5%2.8% | −0.28 |
| Vanguard Scottsdale FDS92206C409 | 加碼– | 253,276244,093 | +9,183+3.8% | $1,931 萬$1,835 萬 | +$70.0 萬 | 2.4%2.8% | −0.38 |
| Vanguard Dividend Appreciation ETF921908844 | 加碼– | 122,907118,381 | +4,526+3.8% | $1,893 萬$1,798 萬 | +$69.7 萬 | 2.4%2.7% | −0.37 |
| Vanguard Morningstar Total Stock Market ETF922908769 | 加碼– | 74,07973,759 | +320+0.4% | $1,512 萬$1,410 萬 | +$6.53 萬 | 1.9%2.1% | −0.25 |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | 加碼– | 158,0467,831 | +150,215+1,918.2% | $1,451 萬$71.6 萬 | +$1,379 萬 | 1.8%0.1% | +1.70 |
| Vanguard S&P 500 ETF922908363 | 加碼– | 36,57035,287 | +1,283+3.6% | $1,375 萬$1,240 萬 | +$48.3 萬 | 1.7%1.9% | −0.17 |
| Vanguard Health Care ETF92204A504 | 加碼– | 57,55850,663 | +6,895+13.6% | $1,373 萬$1,257 萬 | +$164.4 萬 | 1.7%1.9% | −0.19 |
| IAUiShares Gold Trust | 加碼歷史 | 318,711274,018 | +44,693+16.3% | $1,191 萬$947.8 萬 | +$167.0 萬 | 1.5%1.4% | +0.05 |
| Dimensional U.S. Core Equity 2 ETF25434V708 | 加碼– | 411,818375,742 | +36,076+9.6% | $1,049 萬$912.3 萬 | +$91.9 萬 | 1.3%1.4% | −0.08 |
| MSFTMicrosoft Corp | 加碼歷史 | 35,05232,952 | +2,100+6.4% | $1,011 萬$790.3 萬 | +$60.5 萬 | 1.3%1.2% | +0.06 |
| Vanguard Ftse Emerging Markets ETF922042858 | 加碼– | 239,976216,919 | +23,057+10.6% | $969.5 萬$845.5 萬 | +$93.2 萬 | 1.2%1.3% | −0.07 |
| PGRProgressive Corp | 加碼歷史 | 67,29362,948 | +4,345+6.9% | $962.7 萬$816.5 萬 | +$62.2 萬 | 1.2%1.2% | −0.04 |
| Ea Series Trust02072L532 | 新進– | 494,0460 | +494,046 | $866.4 萬$0 | +$866.4 萬 | 1.1%0.0% | +1.08 |
| Vanguard Morningstar Small-Cap ETF922908751 | 加碼– | 44,37141,693 | +2,678+6.4% | $841.1 萬$765.3 萬 | +$50.8 萬 | 1.0%1.2% | −0.11 |
| Vanguard Short-Term Bond ETF921937827 | 加碼– | 104,15390,669 | +13,484+14.9% | $796.7 萬$682.6 萬 | +$103.1 萬 | 1.0%1.0% | −0.04 |
| GOOGLAlphabet Inc. | 加碼歷史 | 75,63067,606 | +8,024+11.9% | $784.5 萬$596.5 萬 | +$83.2 萬 | 1.0%0.9% | +0.07 |
| Vanguard Total International Bond ETF92203J407 | 加碼– | 159,456127,471 | +31,985+25.1% | $780.1 萬$604.6 萬 | +$156.5 萬 | 1.0%0.9% | +0.06 |
| iShares MSCI Eafe ETF464287465 | 加碼– | 106,47826,014 | +80,464+309.3% | $761.5 萬$170.8 萬 | +$575.5 萬 | 0.9%0.3% | +0.69 |
| GLDSPDR Gold Trust | 加碼歷史 | 40,9242,588 | +38,336+1,481.3% | $749.8 萬$43.9 萬 | +$702.4 萬 | 0.9%0.1% | +0.87 |
| Vanguard Mortgage-Backed Securities ETF92206C771 | 加碼– | 159,760142,986 | +16,774+11.7% | $743.7 萬$650.9 萬 | +$78.1 萬 | 0.9%1.0% | −0.06 |
| DGDollar General Corp | 加碼歷史 | 35,09229,147 | +5,945+20.4% | $738.5 萬$717.7 萬 | +$125.1 萬 | 0.9%1.1% | −0.17 |
| IIIVi3 Verticals, Inc. | 減碼歷史 | 298,235496,275 | −198,040−39.9% | $731.6 萬$1,208 萬 | −$485.8 萬 | 0.9%1.8% | −0.92 |
| Goldman Sachs ETF Tr381430107 | 加碼– | 236,369223,684 | +12,685+5.7% | $728.3 萬$643.8 萬 | +$39.1 萬 | 0.9%1.0% | −0.07 |
| AZOAutoZone Inc | 加碼歷史 | 2,6682,438 | +230+9.4% | $655.8 萬$601.3 萬 | +$56.5 萬 | 0.8%0.9% | −0.09 |
| CVXChevron Corp | 加碼歷史 | 38,54537,154 | +1,391+3.7% | $628.9 萬$666.9 萬 | +$22.7 萬 | 0.8%1.0% | −0.23 |
| GPKGraphic Packaging Holding Co | 加碼歷史 | 243,017190,602 | +52,415+27.5% | $619.5 萬$424.1 萬 | +$133.6 萬 | 0.8%0.6% | +0.13 |
| State Street Energy Select Sector SPDR ETF81369Y506 | 加碼– | 72,73015,153 | +57,577+380.0% | $602.4 萬$132.5 萬 | +$476.9 萬 | 0.7%0.2% | +0.55 |
| iShares Tr464287457 | 新進– | 69,5430 | +69,543 | $571.4 萬$0 | +$571.4 萬 | 0.7%0.0% | +0.71 |
| PXDPioneer Natural Resources Co | 加碼歷史 | 27,64220,933 | +6,709+32.0% | $564.6 萬$478.1 萬 | +$137.0 萬 | 0.7%0.7% | −0.02 |
| KKRKKR & Co. Inc. | 加碼歷史 | 101,558100,568 | +990+1.0% | $533.4 萬$466.8 萬 | +$5.20 萬 | 0.7%0.7% | −0.04 |
| AMGNAmgen Inc | 加碼歷史 | 21,97020,748 | +1,222+5.9% | $531.1 萬$544.9 萬 | +$29.5 萬 | 0.7%0.8% | −0.16 |
| JBHTHunt J B Transport Services Inc | 加碼歷史 | 30,11320,316 | +9,797+48.2% | $528.4 萬$354.2 萬 | +$171.9 萬 | 0.7%0.5% | +0.12 |
| AMZNAmazon Com Inc | 加碼歷史 | 50,57739,795 | +10,782+27.1% | $522.4 萬$334.3 萬 | +$111.4 萬 | 0.7%0.5% | +0.14 |
| HDHome Depot, Inc. | 加碼歷史 | 17,51217,262 | +250+1.4% | $516.8 萬$545.2 萬 | +$7.38 萬 | 0.6%0.8% | −0.18 |
| AMATApplied Materials Inc | 加碼歷史 | 37,75237,476 | +276+0.7% | $463.7 萬$364.9 萬 | +$3.39 萬 | 0.6%0.6% | +0.02 |
| BXBlackstone Inc. | 加碼歷史 | 52,53749,828 | +2,709+5.4% | $461.5 萬$369.7 萬 | +$23.8 萬 | 0.6%0.6% | +0.01 |
| AVGOBroadcom Inc. | 加碼歷史 | 6,9976,732 | +265+3.9% | $448.9 萬$376.4 萬 | +$17.0 萬 | 0.6%0.6% | −0.01 |
| LKQLKQ Corp | 加碼歷史 | 78,48966,719 | +11,770+17.6% | $445.5 萬$356.3 萬 | +$66.8 萬 | 0.6%0.5% | +0.01 |
| GOOGAlphabet Inc. | 加碼歷史 | 42,23638,499 | +3,737+9.7% | $439.3 萬$341.6 萬 | +$38.9 萬 | 0.5%0.5% | +0.03 |
| DHIHorton D R Inc | 加碼歷史 | 44,25740,651 | +3,606+8.9% | $432.3 萬$362.4 萬 | +$35.2 萬 | 0.5%0.5% | −0.01 |
| iShares Tips Bond ETF464287176 | 加碼– | 38,612965 | +37,647+3,901.2% | $425.7 萬$10.3 萬 | +$415.1 萬 | 0.5%<0.1% | +0.51 |
| BERYBerry Global Group, Inc. | 加碼歷史 | 72,20059,833 | +12,367+20.7% | $425.3 萬$361.6 萬 | +$72.8 萬 | 0.5%0.5% | −0.02 |
| Dimensional ETF Trust25434V724 | 減碼– | 126,805132,175 | −5,370−4.1% | $424.5 萬$442.5 萬 | −$18.0 萬 | 0.5%0.7% | −0.14 |
| PFNPIMCO Income Strategy Fund II | 新進歷史 | 579,5110 | +579,511 | $415.5 萬$0 | +$415.5 萬 | 0.5%0.0% | +0.52 |
| Schwab US Dividend Equity ETF808524797 | 加碼– | 56,24952,356 | +3,893+7.4% | $411.5 萬$395.5 萬 | +$28.5 萬 | 0.5%0.6% | −0.09 |
| AMHAmerican Homes 4 Rent | 加碼歷史 | 130,32976,670 | +53,659+70.0% | $409.9 萬$231.1 萬 | +$168.8 萬 | 0.5%0.3% | +0.16 |
| Dimensional ETF Trust25434V401 | 不變– | 91,42191,421 | 00.0% | $406.2 萬$380.4 萬 | $0 | 0.5%0.6% | −0.07 |
| Vanguard World FD921910840 | 減碼– | 40,04940,168 | −119−0.3% | $404.6 萬$413.1 萬 | −$1.20 萬 | 0.5%0.6% | −0.12 |
| Vanguard Scottsdale FDS92206C706 | 加碼– | 65,62565,308 | +317+0.5% | $393.5 萬$381.9 萬 | +$1.90 萬 | 0.5%0.6% | −0.09 |
| Vanguard World FD921910816 | 加碼– | 18,75218,128 | +624+3.4% | $383.5 萬$311.9 萬 | +$12.8 萬 | 0.5%0.5% | +0.01 |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | 減碼– | 28,13428,420 | −286−1.0% | $377.2 萬$384.4 萬 | −$3.83 萬 | 0.5%0.6% | −0.11 |
| Vanguard Intermediate-Term Bond ETF921937819 | 加碼– | 47,66938,859 | +8,810+22.7% | $365.8 萬$288.8 萬 | +$67.6 萬 | 0.5%0.4% | +0.02 |
| CCKCrown Holdings, Inc. | 加碼歷史 | 44,06136,002 | +8,059+22.4% | $364.4 萬$296.0 萬 | +$66.7 萬 | 0.5%0.4% | +0.01 |
| COPConocoPhillips | 加碼歷史 | 36,66735,892 | +775+2.2% | $363.8 萬$423.5 萬 | +$7.69 萬 | 0.5%0.6% | −0.19 |
| American Centy ETF Tr025072885 | 加碼– | 51,20750,884 | +323+0.6% | $363.0 萬$346.1 萬 | +$2.29 萬 | 0.5%0.5% | −0.07 |
| SPDR Series Trust78464A763 | 加碼– | 29,30027,867 | +1,433+5.1% | $362.5 萬$348.6 萬 | +$17.7 萬 | 0.5%0.5% | −0.08 |
| Vanguard BD Index FDS921937793 | 加碼– | 45,60436,066 | +9,538+26.4% | $349.5 萬$261.3 萬 | +$73.1 萬 | 0.4%0.4% | +0.04 |
| MRKMerck & Co., Inc. | 加碼歷史 | 32,67932,090 | +589+1.8% | $347.7 萬$356.0 萬 | +$6.27 萬 | 0.4%0.5% | −0.11 |
| Dimensional ETF Trust25434V807 | 減碼– | 104,871105,057 | −186−0.2% | $338.0 萬$319.4 萬 | −$5,994.8 | 0.4%0.5% | −0.06 |
| iShares Tr464288448 | 減碼– | 122,294123,937 | −1,643−1.3% | $336.2 萬$336.6 萬 | −$4.52 萬 | 0.4%0.5% | −0.09 |
| JPMJPMorgan Chase & Co | 減碼歷史 | 25,16726,584 | −1,417−5.3% | $328.0 萬$356.5 萬 | −$18.5 萬 | 0.4%0.5% | −0.13 |
| Pacer US Cash Cows 100 ETF69374H881 | 加碼– | 69,10054,680 | +14,420+26.4% | $324.4 萬$252.9 萬 | +$67.7 萬 | 0.4%0.4% | +0.02 |
| TSLATesla, Inc. | 加碼歷史 | 15,1076,333 | +8,774+138.5% | $313.4 萬$78.0 萬 | +$182.0 萬 | 0.4%0.1% | +0.27 |
| iShares Inc46434G848 | 新進– | 73,3040 | +73,304 | $313.2 萬$0 | +$313.2 萬 | 0.4%0.0% | +0.39 |
| iShares Tr46429B655 | 新進– | 60,9390 | +60,939 | $307.1 萬$0 | +$307.1 萬 | 0.4%0.0% | +0.38 |
| GSGoldman Sachs Group Inc | 加碼歷史 | 9,1448,793 | +351+4.0% | $299.1 萬$302.0 萬 | +$11.5 萬 | 0.4%0.5% | −0.08 |
| Vanguard Total World Stock ETF922042742 | 加碼– | 31,30128,191 | +3,110+11.0% | $288.3 萬$243.0 萬 | +$28.6 萬 | 0.4%0.4% | −0.01 |
| FDXFedEx Corp | 加碼歷史 | 12,42410,655 | +1,769+16.6% | $283.9 萬$184.5 萬 | +$40.4 萬 | 0.4%0.3% | +0.07 |
| iShares Core S&P 500 ETF464287200 | 減碼– | 6,8947,522 | −628−8.3% | $283.4 萬$289.0 萬 | −$25.8 萬 | 0.4%0.4% | −0.08 |
| METAMeta Platforms, Inc. | 加碼歷史 | 13,21811,631 | +1,587+13.6% | $280.1 萬$140.0 萬 | +$33.6 萬 | 0.3%0.2% | +0.14 |
| Global X FDS37954Y673 | 新進– | 98,5070 | +98,507 | $279.3 萬$0 | +$279.3 萬 | 0.3%0.0% | +0.35 |
| NVDANVIDIA Corp | 加碼歷史 | 10,0245,342 | +4,682+87.6% | $278.5 萬$78.1 萬 | +$130.1 萬 | 0.3%0.1% | +0.23 |
| Victory Portfolios II92647N824 | 加碼– | 44,88140,721 | +4,160+10.2% | $272.1 萬$252.8 萬 | +$25.2 萬 | 0.3%0.4% | −0.04 |
| TGTTarget Corp | 減碼歷史 | 16,10116,470 | −369−2.2% | $266.7 萬$245.5 萬 | −$6.11 萬 | 0.3%0.4% | −0.04 |
| SPYSPDR S&P 500 ETF Trust | 加碼歷史 | 6,4305,636 | +794+14.1% | $263.2 萬$215.6 萬 | +$32.5 萬 | 0.3%0.3% | 0.00 |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | 減碼– | 32,80134,163 | −1,362−4.0% | $263.1 萬$264.8 萬 | −$10.9 萬 | 0.3%0.4% | −0.07 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | 減碼– | 16,44416,938 | −494−2.9% | $261.1 萬$269.0 萬 | −$7.84 萬 | 0.3%0.4% | −0.08 |
| BRDGBridge Investment Group Holdings Inc. | 加碼歷史 | 227,807222,217 | +5,590+2.5% | $258.1 萬$267.8 萬 | +$6.33 萬 | 0.3%0.4% | −0.08 |
| JNJJohnson & Johnson | 減碼歷史 | 16,50818,472 | −1,964−10.6% | $255.9 萬$326.3 萬 | −$30.4 萬 | 0.3%0.5% | −0.18 |
| SPDR Series Trust78468R549 | 新進– | 33,8040 | +33,804 | $254.2 萬$0 | +$254.2 萬 | 0.3%0.0% | +0.32 |
| Dimensional U.S. Targeted Value ETF25434V609 | 減碼– | 56,79357,067 | −274−0.5% | $253.1 萬$250.8 萬 | −$1.22 萬 | 0.3%0.4% | −0.06 |
| iShares Core Dividend Growth ETF46434V621 | 加碼– | 49,13232,350 | +16,782+51.9% | $245.6 萬$161.8 萬 | +$83.9 萬 | 0.3%0.2% | +0.06 |
| VVisa Inc. | 減碼歷史 | 10,84111,041 | −200−1.8% | $244.4 萬$229.4 萬 | −$4.51 萬 | 0.3%0.3% | −0.04 |
| Janus Detroit STR Tr47103U886 | 加碼– | 51,08447,768 | +3,316+6.9% | $243.9 萬$226.4 萬 | +$15.8 萬 | 0.3%0.3% | −0.04 |
| Vanguard High Dividend Yield Index ETF921946406 | 加碼– | 23,0719,249 | +13,822+149.4% | $243.4 萬$100.1 萬 | +$145.8 萬 | 0.3%0.2% | +0.15 |
| MASMasco Corp | 加碼歷史 | 46,37332,003 | +14,370+44.9% | $230.6 萬$149.4 萬 | +$71.4 萬 | 0.3%0.2% | +0.06 |
| American Centy ETF Tr025072562 | 減碼– | 53,77555,133 | −1,358−2.5% | $226.6 萬$225.9 萬 | −$5.72 萬 | 0.3%0.3% | −0.06 |
| State Street Financial Select Sector SPDR ETF81369Y605 | 減碼– | 70,296122,794 | −52,498−42.8% | $226.0 萬$420.0 萬 | −$168.8 萬 | 0.3%0.6% | −0.35 |
| KNXKnight-Swift Transportation Holdings Inc. | 加碼歷史 | 39,89431,539 | +8,355+26.5% | $225.7 萬$165.3 萬 | +$47.3 萬 | 0.3%0.3% | +0.03 |
| UHALU-Haul Holding Co | 加碼歷史 | 37,469818 | +36,651+4,480.6% | $223.5 萬$4.92 萬 | +$218.6 萬 | 0.3%<0.1% | +0.27 |
| American Centy ETF Tr025072802 | 減碼– | 38,07638,548 | −472−1.2% | $222.7 萬$213.4 萬 | −$2.76 萬 | 0.3%0.3% | −0.05 |
| OXYOccidental Petroleum Corp | 加碼歷史 | 35,44328,641 | +6,802+23.7% | $221.3 萬$180.4 萬 | +$42.5 萬 | 0.3%0.3% | 0.00 |
| Timothy Plan887432276 | 加碼– | 89,52779,810 | +9,717+12.2% | $210.8 萬$187.3 萬 | +$22.9 萬 | 0.3%0.3% | −0.02 |
| QCOMQualcomm Inc | 加碼歷史 | 16,08215,351 | +731+4.8% | $205.2 萬$168.8 萬 | +$9.33 萬 | 0.3%0.3% | 0.00 |
| Northern LTS FD Tr IV66538H534 | 加碼– | 61,25853,687 | +7,571+14.1% | $192.5 萬$160.7 萬 | +$23.8 萬 | 0.2%0.2% | 0.00 |
| iShares Tr464288877 | 減碼– | 39,60044,125 | −4,525−10.3% | $192.2 萬$202.4 萬 | −$22.0 萬 | 0.2%0.3% | −0.07 |
| Schwab Intermediate-Term US Treasury ETF808524854 | 減碼– | 35,49835,531 | −33−0.1% | $178.0 萬$174.9 萬 | −$1,655.03 | 0.2%0.3% | −0.04 |
估計買賣金額是股數的變化乘上申報隱含的季末價（市值除以股數）：新進用這一季的市值，清倉用上一季的市值，只有本金（PRN）的部位算不出來。13F 只有季末的持股，看不出季中的買賣時點與成交價。