EverSource Wealth Advisors, LLC
- SEC CIK
- 0001710537
- 最新申報
- 2026/7/24
2023 年第 1 季到 2023 年第 2 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
- 277 檔
- 估計 +$486.2 萬
- 加碼
- 903 檔
- 估計 +$1.07 億
- 減碼
- 658 檔
- 估計 −$3,464 萬
- 清倉
- 162 檔
- 估計 −$694.8 萬
總值從 $8.03 億變成 $9.07 億（+$1.04 億 (+12.9%)），持股從 2,376 檔變成 2,491 檔（+115）。
2023 年第 2 季全部持倉2023 年第 1 季全部持倉
股數、市值、佔組合 % 每一格上面是 2023 年第 2 季，下面灰字是 2023 年第 1 季。兩季之間拆股的股票，2023 年第 1 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– | 721,751678,112 | +43,639+6.4% | $3,333 萬$3,063 萬 | +$201.5 萬 | 3.7%3.8% | −0.14 |
| AAPLApple Inc. | 加碼歷史 | 163,365136,612 | +26,753+19.6% | $3,169 萬$2,253 萬 | +$518.9 萬 | 3.5%2.8% | +0.69 |
| Vanguard Morningstar Growth ETF922908736 | 加碼– | 99,17089,474 | +9,696+10.8% | $2,806 萬$2,232 萬 | +$274.4 萬 | 3.1%2.8% | +0.32 |
| Vanguard Morningstar Value ETF922908744 | 加碼– | 157,791144,741 | +13,050+9.0% | $2,242 萬$1,999 萬 | +$185.4 萬 | 2.5%2.5% | −0.02 |
| Vanguard Scottsdale FDS92206C409 | 加碼– | 262,773253,276 | +9,497+3.7% | $1,988 萬$1,931 萬 | +$71.9 萬 | 2.2%2.4% | −0.21 |
| Vanguard Dividend Appreciation ETF921908844 | 減碼– | 122,131122,907 | −776−0.6% | $1,984 萬$1,893 萬 | −$12.6 萬 | 2.2%2.4% | −0.17 |
| Vanguard Health Care ETF92204A504 | 加碼– | 66,83757,558 | +9,279+16.1% | $1,636 萬$1,373 萬 | +$227.2 萬 | 1.8%1.7% | +0.10 |
| Vanguard Morningstar Total Stock Market ETF922908769 | 減碼– | 72,93774,079 | −1,142−1.5% | $1,607 萬$1,512 萬 | −$25.2 萬 | 1.8%1.9% | −0.11 |
| Vanguard S&P 500 ETF922908363 | 減碼– | 36,23036,570 | −340−0.9% | $1,476 萬$1,375 萬 | −$13.8 萬 | 1.6%1.7% | −0.09 |
| MSFTMicrosoft Corp | 加碼歷史 | 43,16535,052 | +8,113+23.1% | $1,470 萬$1,011 萬 | +$276.3 萬 | 1.6%1.3% | +0.36 |
| IAUiShares Gold Trust | 加碼歷史 | 370,009318,711 | +51,298+16.1% | $1,346 萬$1,191 萬 | +$186.7 萬 | 1.5%1.5% | 0.00 |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | 減碼– | 141,345158,046 | −16,701−10.6% | $1,298 萬$1,451 萬 | −$153.3 萬 | 1.4%1.8% | −0.38 |
| Dimensional U.S. Core Equity 2 ETF25434V708 | 加碼– | 431,783411,818 | +19,965+4.8% | $1,172 萬$1,049 萬 | +$54.2 萬 | 1.3%1.3% | −0.01 |
| GOOGLAlphabet Inc. | 加碼歷史 | 90,50775,630 | +14,877+19.7% | $1,083 萬$784.5 萬 | +$178.1 萬 | 1.2%1.0% | +0.22 |
| Vanguard Ftse Emerging Markets ETF922042858 | 加碼– | 258,593239,976 | +18,617+7.8% | $1,052 萬$969.5 萬 | +$75.7 萬 | 1.2%1.2% | −0.05 |
| Ea Series Trust02072L532 | 加碼– | 537,397494,046 | +43,351+8.8% | $958.2 萬$866.4 萬 | +$77.3 萬 | 1.1%1.1% | −0.02 |
| PGRProgressive Corp | 加碼歷史 | 68,01767,293 | +724+1.1% | $900.3 萬$962.7 萬 | +$9.58 萬 | 1.0%1.2% | −0.21 |
| Vanguard Short-Term Bond ETF921937827 | 加碼– | 115,913104,153 | +11,760+11.3% | $876.0 萬$796.7 萬 | +$88.9 萬 | 1.0%1.0% | −0.03 |
| Vanguard Total International Bond ETF92203J407 | 加碼– | 176,896159,456 | +17,440+10.9% | $864.7 萬$780.1 萬 | +$85.2 萬 | 1.0%1.0% | −0.02 |
| AMZNAmazon Com Inc | 加碼歷史 | 65,18250,577 | +14,605+28.9% | $849.7 萬$522.4 萬 | +$190.4 萬 | 0.9%0.7% | +0.29 |
| Vanguard Morningstar Small-Cap ETF922908751 | 減碼– | 40,91044,371 | −3,461−7.8% | $813.7 萬$841.1 萬 | −$68.8 萬 | 0.9%1.0% | −0.15 |
| GLDSPDR Gold Trust | 加碼歷史 | 44,90140,924 | +3,977+9.7% | $800.4 萬$749.8 萬 | +$70.9 萬 | 0.9%0.9% | −0.05 |
| Vanguard Mortgage-Backed Securities ETF92206C771 | 加碼– | 167,324159,760 | +7,564+4.7% | $769.5 萬$743.7 萬 | +$34.8 萬 | 0.8%0.9% | −0.08 |
| Goldman Sachs ETF Tr381430107 | 加碼– | 242,210236,369 | +5,841+2.5% | $759.3 萬$728.3 萬 | +$18.3 萬 | 0.8%0.9% | −0.07 |
| iShares MSCI Eafe ETF464287465 | 減碼– | 101,649106,478 | −4,829−4.5% | $737.0 萬$761.5 萬 | −$35.0 萬 | 0.8%0.9% | −0.14 |
| DGDollar General Corp | 加碼歷史 | 41,82935,092 | +6,737+19.2% | $710.2 萬$738.5 萬 | +$114.4 萬 | 0.8%0.9% | −0.14 |
| GOOGAlphabet Inc. | 加碼歷史 | 57,72142,236 | +15,485+36.7% | $698.3 萬$439.3 萬 | +$187.3 萬 | 0.8%0.5% | +0.22 |
| IIIVi3 Verticals, Inc. | 不變歷史 | 298,235298,235 | 00.0% | $681.8 萬$731.6 萬 | $0 | 0.8%0.9% | −0.16 |
| PXDPioneer Natural Resources Co | 加碼歷史 | 32,81327,642 | +5,171+18.7% | $679.8 萬$564.6 萬 | +$107.1 萬 | 0.7%0.7% | +0.05 |
| CVXChevron Corp | 加碼歷史 | 42,91438,545 | +4,369+11.3% | $675.3 萬$628.9 萬 | +$68.7 萬 | 0.7%0.8% | −0.04 |
| AZOAutoZone Inc | 加碼歷史 | 2,6822,668 | +14+0.5% | $668.7 萬$655.8 萬 | +$3.49 萬 | 0.7%0.8% | −0.08 |
| AVGOBroadcom Inc. | 加碼歷史 | 7,5546,997 | +557+8.0% | $655.2 萬$448.9 萬 | +$48.3 萬 | 0.7%0.6% | +0.16 |
| JBHTHunt J B Transport Services Inc | 加碼歷史 | 35,11130,113 | +4,998+16.6% | $635.6 萬$528.4 萬 | +$90.5 萬 | 0.7%0.7% | +0.04 |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | 加碼– | 100,4422,128 | +98,314+4,620.0% | $612.8 萬$11.8 萬 | +$599.8 萬 | 0.7%<0.1% | +0.66 |
| HDHome Depot, Inc. | 加碼歷史 | 19,70217,512 | +2,190+12.5% | $612.0 萬$516.8 萬 | +$68.0 萬 | 0.7%0.6% | +0.03 |
| AMATApplied Materials Inc | 加碼歷史 | 42,10737,752 | +4,355+11.5% | $608.6 萬$463.7 萬 | +$62.9 萬 | 0.7%0.6% | +0.09 |
| GPKGraphic Packaging Holding Co | 加碼歷史 | 246,803243,017 | +3,786+1.6% | $593.1 萬$619.5 萬 | +$9.10 萬 | 0.7%0.8% | −0.12 |
| KKRKKR & Co. Inc. | 加碼歷史 | 101,769101,558 | +211+0.2% | $569.9 萬$533.4 萬 | +$1.18 萬 | 0.6%0.7% | −0.04 |
| AMGNAmgen Inc | 加碼歷史 | 25,03821,970 | +3,068+14.0% | $555.9 萬$531.1 萬 | +$68.1 萬 | 0.6%0.7% | −0.05 |
| State Street Energy Select Sector SPDR ETF81369Y506 | 減碼– | 67,73272,730 | −4,998−6.9% | $549.8 萬$602.4 萬 | −$40.6 萬 | 0.6%0.7% | −0.14 |
| DHIHorton D R Inc | 減碼歷史 | 43,59344,257 | −664−1.5% | $530.5 萬$432.3 萬 | −$8.08 萬 | 0.6%0.5% | +0.05 |
| BERYBerry Global Group, Inc. | 加碼歷史 | 77,97572,200 | +5,775+8.0% | $501.7 萬$425.3 萬 | +$37.2 萬 | 0.6%0.5% | +0.02 |
| BXBlackstone Inc. | 加碼歷史 | 52,62652,537 | +89+0.2% | $489.3 萬$461.5 萬 | +$8,274.31 | 0.5%0.6% | −0.04 |
| PFNPIMCO Income Strategy Fund II | 加碼歷史 | 666,266579,511 | +86,755+15.0% | $480.4 萬$415.5 萬 | +$62.6 萬 | 0.5%0.5% | +0.01 |
| NVDANVIDIA Corp | 加碼歷史 | 11,09710,024 | +1,073+10.7% | $469.4 萬$278.5 萬 | +$45.4 萬 | 0.5%0.3% | +0.17 |
| AMHAmerican Homes 4 Rent | 加碼歷史 | 131,444130,329 | +1,115+0.9% | $466.0 萬$409.9 萬 | +$3.95 萬 | 0.5%0.5% | 0.00 |
| LKQLKQ Corp | 減碼歷史 | 77,73478,489 | −755−1.0% | $453.0 萬$445.5 萬 | −$4.40 萬 | 0.5%0.6% | −0.06 |
| COPConocoPhillips | 加碼歷史 | 43,67736,667 | +7,010+19.1% | $452.5 萬$363.8 萬 | +$72.6 萬 | 0.5%0.5% | +0.05 |
| Dimensional ETF Trust25434V401 | 加碼– | 91,42591,421 | +40.0% | $440.3 萬$406.2 萬 | +$192.64 | 0.5%0.5% | −0.02 |
| Vanguard World FD921910816 | 減碼– | 18,62618,752 | −126−0.7% | $438.3 萬$383.5 萬 | −$2.97 萬 | 0.5%0.5% | +0.01 |
| Dimensional ETF Trust25434V724 | 加碼– | 126,810126,805 | +50.0% | $437.5 萬$424.5 萬 | +$172.5 | 0.5%0.5% | −0.05 |
| COSTCostco Wholesale Corp | 加碼歷史 | 8,1052,717 | +5,388+198.3% | $436.3 萬$135.0 萬 | +$290.1 萬 | 0.5%0.2% | +0.31 |
| Pacer US Cash Cows 100 ETF69374H881 | 加碼– | 89,09569,100 | +19,995+28.9% | $426.5 萬$324.4 萬 | +$95.7 萬 | 0.5%0.4% | +0.07 |
| BRK.BBerkshire Hathaway Inc | 加碼歷史 | 12,4083,302 | +9,106+275.8% | $423.1 萬$101.9 萬 | +$310.5 萬 | 0.5%0.1% | +0.34 |
| iShares Tips Bond ETF464287176 | 加碼– | 39,02338,612 | +411+1.1% | $420.0 萬$425.7 萬 | +$4.42 萬 | 0.5%0.5% | −0.07 |
| Vanguard World FD921910840 | 加碼– | 40,44940,049 | +400+1.0% | $419.7 萬$404.6 萬 | +$4.15 萬 | 0.5%0.5% | −0.04 |
| CCKCrown Holdings, Inc. | 加碼歷史 | 48,07244,061 | +4,011+9.1% | $417.6 萬$364.4 萬 | +$34.8 萬 | 0.5%0.5% | +0.01 |
| Schwab US Dividend Equity ETF808524797 | 減碼– | 55,43156,249 | −818−1.5% | $402.5 萬$411.5 萬 | −$5.94 萬 | 0.4%0.5% | −0.07 |
| JPMJPMorgan Chase & Co | 加碼歷史 | 27,50425,167 | +2,337+9.3% | $400.0 萬$328.0 萬 | +$34.0 萬 | 0.4%0.4% | +0.03 |
| METAMeta Platforms, Inc. | 加碼歷史 | 13,89413,218 | +676+5.1% | $398.7 萬$280.1 萬 | +$19.4 萬 | 0.4%0.3% | +0.09 |
| Vanguard Intermediate-Term Bond ETF921937819 | 加碼– | 52,84747,669 | +5,178+10.9% | $397.6 萬$365.8 萬 | +$39.0 萬 | 0.4%0.5% | −0.02 |
| Vanguard BD Index FDS921937793 | 加碼– | 51,68245,604 | +6,078+13.3% | $387.2 萬$349.5 萬 | +$45.5 萬 | 0.4%0.4% | −0.01 |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | 減碼– | 27,74728,134 | −387−1.4% | $384.0 萬$377.2 萬 | −$5.36 萬 | 0.4%0.5% | −0.05 |
| MRKMerck & Co., Inc. | 加碼歷史 | 33,24132,679 | +562+1.7% | $383.6 萬$347.7 萬 | +$6.48 萬 | 0.4%0.4% | −0.01 |
| Vanguard Scottsdale FDS92206C706 | 減碼– | 64,88665,625 | −739−1.1% | $380.6 萬$393.5 萬 | −$4.34 萬 | 0.4%0.5% | −0.07 |
| American Centy ETF Tr025072885 | 減碼– | 49,51751,207 | −1,690−3.3% | $372.3 萬$363.0 萬 | −$12.7 萬 | 0.4%0.5% | −0.04 |
| SPDR Series Trust78464A763 | 加碼– | 29,83929,300 | +539+1.8% | $365.8 萬$362.5 萬 | +$6.61 萬 | 0.4%0.5% | −0.05 |
| TSLATesla, Inc. | 減碼歷史 | 13,66715,107 | −1,440−9.5% | $357.8 萬$313.4 萬 | −$37.7 萬 | 0.4%0.4% | 0.00 |
| Vanguard Total World Stock ETF922042742 | 加碼– | 36,55031,301 | +5,249+16.8% | $354.5 萬$288.3 萬 | +$50.9 萬 | 0.4%0.4% | +0.03 |
| Dimensional ETF Trust25434V807 | 加碼– | 104,895104,871 | +240.0% | $344.6 萬$338.0 萬 | +$788.4 | 0.4%0.4% | −0.04 |
| iShares Tr46429B655 | 加碼– | 66,73160,939 | +5,792+9.5% | $339.1 萬$307.1 萬 | +$29.4 萬 | 0.4%0.4% | −0.01 |
| iShares Tr464288448 | 加碼– | 125,823122,294 | +3,529+2.9% | $331.3 萬$336.2 萬 | +$9.29 萬 | 0.4%0.4% | −0.05 |
| J P Morgan Exchange Traded F46641Q332 | 加碼– | 59,454103 | +59,351+57,622.3% | $329.0 萬$5,614 | +$328.4 萬 | 0.4%<0.1% | +0.36 |
| iShares Core Dividend Growth ETF46434V621 | 加碼– | 61,00749,132 | +11,875+24.2% | $314.4 萬$245.6 萬 | +$61.2 萬 | 0.3%0.3% | +0.04 |
| iShares Core S&P 500 ETF464287200 | 加碼– | 7,0006,894 | +106+1.5% | $312.0 萬$283.4 萬 | +$4.72 萬 | 0.3%0.4% | −0.01 |
| FDXFedEx Corp | 加碼歷史 | 12,48512,424 | +61+0.5% | $309.5 萬$283.9 萬 | +$1.51 萬 | 0.3%0.4% | −0.01 |
| Northern LTS FD Tr IV66538H534 | 加碼– | 93,29161,258 | +32,033+52.3% | $306.8 萬$192.5 萬 | +$105.4 萬 | 0.3%0.2% | +0.10 |
| SPYSPDR S&P 500 ETF Trust | 加碼歷史 | 6,4836,430 | +53+0.8% | $287.4 萬$263.2 萬 | +$2.35 萬 | 0.3%0.3% | −0.01 |
| RBARB Global Inc. | 加碼歷史 | 46,07611,080 | +34,996+315.8% | $276.5 萬$62.4 萬 | +$210.0 萬 | 0.3%0.1% | +0.23 |
| VVisa Inc. | 加碼歷史 | 11,58410,841 | +743+6.9% | $275.1 萬$244.4 萬 | +$17.6 萬 | 0.3%0.3% | 0.00 |
| MASMasco Corp | 減碼歷史 | 46,29746,373 | −76−0.2% | $265.7 萬$230.6 萬 | −$4,360.88 | 0.3%0.3% | +0.01 |
| PPGPPG Industries Inc | 加碼歷史 | 17,831325 | +17,506+5,386.5% | $264.4 萬$4.34 萬 | +$259.6 萬 | 0.3%<0.1% | +0.29 |
| GSGoldman Sachs Group Inc | 減碼歷史 | 8,1589,144 | −986−10.8% | $263.1 萬$299.1 萬 | −$31.8 萬 | 0.3%0.4% | −0.08 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | 減碼– | 15,77316,444 | −671−4.1% | $260.9 萬$261.1 萬 | −$11.1 萬 | 0.3%0.3% | −0.04 |
| Dimensional U.S. Targeted Value ETF25434V609 | 減碼– | 56,21156,793 | −582−1.0% | $260.8 萬$253.1 萬 | −$2.70 萬 | 0.3%0.3% | −0.03 |
| BRDGBridge Investment Group Holdings Inc. | 減碼歷史 | 226,542227,807 | −1,265−0.6% | $257.1 萬$258.1 萬 | −$1.44 萬 | 0.3%0.3% | −0.04 |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | 減碼– | 32,51932,801 | −282−0.9% | $257.0 萬$263.1 萬 | −$2.23 萬 | 0.3%0.3% | −0.04 |
| WMTWalmart Inc. | 加碼歷史 | 15,98211,707 | +4,275+36.5% | $251.2 萬$172.6 萬 | +$67.2 萬 | 0.3%0.2% | +0.06 |
| Dimensional ETF Trust25434V872 | 加碼– | 59,78931,971 | +27,818+87.0% | $249.5 萬$135.9 萬 | +$116.1 萬 | 0.3%0.2% | +0.11 |
| UHALU-Haul Holding Co | 加碼歷史 | 44,32637,469 | +6,857+18.3% | $245.2 萬$223.5 萬 | +$37.9 萬 | 0.3%0.3% | −0.01 |
| QCOMQualcomm Inc | 加碼歷史 | 20,49516,082 | +4,413+27.4% | $244.0 萬$205.2 萬 | +$52.5 萬 | 0.3%0.3% | +0.01 |
| Janus Detroit STR Tr47103U886 | 減碼– | 49,60351,084 | −1,481−2.9% | $237.1 萬$243.9 萬 | −$7.08 萬 | 0.3%0.3% | −0.04 |
| ABTAbbott Laboratories | 加碼歷史 | 21,6106,091 | +15,519+254.8% | $235.6 萬$61.7 萬 | +$169.2 萬 | 0.3%0.1% | +0.18 |
| KNXKnight-Swift Transportation Holdings Inc. | 加碼歷史 | 40,33639,894 | +442+1.1% | $224.1 萬$225.7 萬 | +$2.46 萬 | 0.2%0.3% | −0.03 |
| PANWPalo Alto Networks Inc | 加碼歷史 | 8,7358,438 | +297+3.5% | $223.2 萬$168.5 萬 | +$7.59 萬 | 0.2%0.2% | +0.04 |
| American Centy ETF Tr025072562 | 減碼– | 52,86253,775 | −913−1.7% | $218.6 萬$226.6 萬 | −$3.78 萬 | 0.2%0.3% | −0.04 |
| American Centy ETF Tr025072802 | 減碼– | 37,62938,076 | −447−1.2% | $216.6 萬$222.7 萬 | −$2.57 萬 | 0.2%0.3% | −0.04 |
| OXYOccidental Petroleum Corp | 加碼歷史 | 36,61735,443 | +1,174+3.3% | $215.3 萬$221.3 萬 | +$6.90 萬 | 0.2%0.3% | −0.04 |
| iShares Tr464288158 | 加碼– | 20,12116,985 | +3,136+18.5% | $209.3 萬$177.8 萬 | +$32.6 萬 | 0.2%0.2% | +0.01 |
| Vanguard High Dividend Yield Index ETF921946406 | 減碼– | 19,65223,071 | −3,419−14.8% | $208.4 萬$243.4 萬 | −$36.3 萬 | 0.2%0.3% | −0.07 |
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。