EverSource Wealth Advisors, LLC
- SEC CIK
- 0001710537
- 最新申報
- 2026/7/24
2024 年第 1 季到 2024 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
- 296 檔
- 估計 +$1,123 萬
- 加碼
- 1,605 檔
- 估計 +$1.67 億
- 減碼
- 583 檔
- 估計 −$3,255 萬
- 清倉
- 129 檔
- 估計 −$470.6 萬
總值從 $12.7 億變成 $15.1 億（+$2.34 億 (+18.4%)），持股從 2,900 檔變成 3,067 檔（+167）。
2024 年第 2 季全部持倉2024 年第 1 季全部持倉
股數、市值、佔組合 % 每一格上面是 2024 年第 2 季，下面灰字是 2024 年第 1 季。兩季之間拆股的股票，2024 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– | 1,119,6381,034,891 | +84,747+8.2% | $5,700 萬$5,015 萬 | +$431.4 萬 | 3.8%3.9% | −0.16 |
| Vanguard Morningstar Growth ETF922908736 | 加碼– | 152,512132,853 | +19,659+14.8% | $5,602 萬$4,382 萬 | +$722.1 萬 | 3.7%3.4% | +0.28 |
| Vanguard Morningstar Value ETF922908744 | 加碼– | 276,451274,239 | +2,212+0.8% | $4,645 萬$4,292 萬 | +$37.2 萬 | 3.1%3.4% | −0.29 |
| AAPLApple Inc. | 加碼歷史 | 206,360189,604 | +16,756+8.8% | $4,583 萬$3,230 萬 | +$372.1 萬 | 3.0%2.5% | +0.50 |
| IAUiShares Gold Trust | 減碼歷史 | 651,369662,721 | −11,352−1.7% | $3,016 萬$2,870 萬 | −$52.6 萬 | 2.0%2.3% | −0.25 |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | 減碼– | 272,815335,299 | −62,484−18.6% | $2,504 萬$3,078 萬 | −$573.6 萬 | 1.7%2.4% | −0.76 |
| Vanguard Dividend Appreciation ETF921908844 | 加碼– | 124,642123,675 | +967+0.8% | $2,366 萬$2,165 萬 | +$18.4 萬 | 1.6%1.7% | −0.13 |
| MSFTMicrosoft Corp | 加碼歷史 | 54,25850,794 | +3,464+6.8% | $2,270 萬$1,978 萬 | +$144.9 萬 | 1.5%1.6% | −0.05 |
| Vanguard S&P 500 ETF922908363 | 加碼– | 41,52937,080 | +4,449+12.0% | $2,101 萬$1,711 萬 | +$225.1 萬 | 1.4%1.3% | +0.05 |
| Elevation Series Trust210322202 | 加碼– | 643,470567,224 | +76,246+13.4% | $1,993 萬$1,571 萬 | +$236.2 萬 | 1.3%1.2% | +0.09 |
| Vanguard Scottsdale FDS92206C409 | 減碼– | 253,443270,988 | −17,545−6.5% | $1,983 萬$2,075 萬 | −$137.3 萬 | 1.3%1.6% | −0.31 |
| Vanguard Ftse Emerging Markets ETF922042858 | 加碼– | 440,885401,823 | +39,062+9.7% | $1,953 萬$1,694 萬 | +$173.0 萬 | 1.3%1.3% | −0.04 |
| NVDANVIDIA Corp | 加碼依 10 比 1 拆股換算歷史 | 162,097141,890 | +20,207+14.2% | $1,897 萬$1,226 萬 | +$236.5 萬 | 1.3%1.0% | +0.30 |
| Vanguard Morningstar Total Stock Market ETF922908769 | 減碼– | 67,60067,681 | −81−0.1% | $1,843 萬$1,683 萬 | −$2.21 萬 | 1.2%1.3% | −0.10 |
| FBTCFidelity Wise Origin Bitcoin Fund | 加碼歷史 | 316,414279,120 | +37,294+13.4% | $1,805 萬$1,443 萬 | +$212.8 萬 | 1.2%1.1% | +0.06 |
| GOOGLAlphabet Inc. | 加碼歷史 | 105,11697,039 | +8,077+8.3% | $1,803 萬$1,580 萬 | +$138.6 萬 | 1.2%1.2% | −0.04 |
| Vanguard Health Care ETF92204A504 | 減碼– | 65,24073,721 | −8,481−11.5% | $1,792 萬$1,888 萬 | −$233.0 萬 | 1.2%1.5% | −0.29 |
| AMZNAmazon Com Inc | 加碼歷史 | 93,78079,813 | +13,967+17.5% | $1,753 萬$1,397 萬 | +$261.2 萬 | 1.2%1.1% | +0.07 |
| TSLATesla, Inc. | 加碼歷史 | 72,19153,998 | +18,193+33.7% | $1,675 萬$989.6 萬 | +$422.2 萬 | 1.1%0.8% | +0.33 |
| Vanguard Total International Bond ETF92203J407 | 加碼– | 336,025305,136 | +30,889+10.1% | $1,667 萬$1,477 萬 | +$153.2 萬 | 1.1%1.2% | −0.05 |
| Vanguard Short-Term Bond ETF921937827 | 加碼– | 212,632190,725 | +21,907+11.5% | $1,651 萬$1,448 萬 | +$170.1 萬 | 1.1%1.1% | −0.04 |
| Dimensional U.S. Core Equity 2 ETF25434V708 | 加碼– | 456,958450,051 | +6,907+1.5% | $1,523 萬$1,370 萬 | +$23.0 萬 | 1.0%1.1% | −0.07 |
| PGRProgressive Corp | 減碼歷史 | 65,35667,583 | −2,227−3.3% | $1,399 萬$1,407 萬 | −$47.7 萬 | 0.9%1.1% | −0.18 |
| AVGOBroadcom Inc. | 加碼歷史 | 81,2258,091 | +73,134+903.9% | $1,305 萬$1,052 萬 | +$1,175 萬 | 0.9%0.8% | +0.04 |
| Vanguard Morningstar Small-Cap ETF922908751 | 減碼– | 55,83758,581 | −2,744−4.7% | $1,303 萬$1,252 萬 | −$64.0 萬 | 0.9%1.0% | −0.12 |
| Ea Series Trust02072L532 | 減碼– | 562,822569,963 | −7,141−1.3% | $1,295 萬$1,137 萬 | −$16.4 萬 | 0.9%0.9% | −0.03 |
| Invesco Exch Traded FD Tr II46138G698 | 加碼– | 130,120100,237 | +29,883+29.8% | $1,246 萬$900.1 萬 | +$286.3 萬 | 0.8%0.7% | +0.12 |
| KKRKKR & Co. Inc. | 加碼歷史 | 99,43197,555 | +1,876+1.9% | $1,227 萬$908.0 萬 | +$23.2 萬 | 0.8%0.7% | +0.10 |
| CVXChevron Corp | 加碼歷史 | 72,64965,228 | +7,421+11.4% | $1,166 萬$1,052 萬 | +$119.1 萬 | 0.8%0.8% | −0.05 |
| iShares Tr464288588 | 加碼– | 117,76991,432 | +26,337+28.8% | $1,106 萬$818.7 萬 | +$247.4 萬 | 0.7%0.6% | +0.09 |
| iShares Core S&P 500 ETF464287200 | 加碼– | 19,39018,914 | +476+2.5% | $1,073 萬$954.1 萬 | +$26.3 萬 | 0.7%0.7% | −0.04 |
| HDHome Depot, Inc. | 加碼歷史 | 29,05726,096 | +2,961+11.3% | $1,070 萬$872.1 萬 | +$109.0 萬 | 0.7%0.7% | +0.02 |
| AMATApplied Materials Inc | 減碼歷史 | 49,18350,028 | −845−1.7% | $1,044 萬$993.8 萬 | −$17.9 萬 | 0.7%0.8% | −0.09 |
| Vanguard Mortgage-Backed Securities ETF92206C771 | 加碼– | 221,262216,504 | +4,758+2.2% | $1,026 萬$957.4 萬 | +$22.1 萬 | 0.7%0.8% | −0.07 |
| GOOGAlphabet Inc. | 加碼歷史 | 58,22757,598 | +629+1.1% | $1,008 萬$948.3 萬 | +$10.9 萬 | 0.7%0.7% | −0.08 |
| iShares Core Dividend Growth ETF46434V621 | 加碼– | 166,356150,575 | +15,781+10.5% | $1,003 萬$842.5 萬 | +$95.2 萬 | 0.7%0.7% | 0.00 |
| Goldman Sachs ETF Tr381430107 | 加碼– | 284,382258,350 | +26,032+10.1% | $985.7 萬$857.2 萬 | +$90.2 萬 | 0.7%0.7% | −0.02 |
| AMGNAmgen Inc | 加碼歷史 | 29,52029,146 | +374+1.3% | $981.4 萬$798.4 萬 | +$12.4 萬 | 0.7%0.6% | +0.02 |
| CRHCRH Public Ltd Co | 加碼歷史 | 111,97286,025 | +25,947+30.2% | $959.6 萬$666.0 萬 | +$222.4 萬 | 0.6%0.5% | +0.11 |
| GPKGraphic Packaging Holding Co | 減碼歷史 | 304,661314,025 | −9,364−3.0% | $917.0 萬$811.8 萬 | −$28.2 萬 | 0.6%0.6% | −0.03 |
| iShares MSCI Eafe ETF464287465 | 加碼– | 108,855100,557 | +8,298+8.3% | $874.8 萬$777.0 萬 | +$66.7 萬 | 0.6%0.6% | −0.03 |
| AZOAutoZone Inc | 加碼歷史 | 2,7512,744 | +7+0.3% | $862.1 萬$811.2 萬 | +$2.19 萬 | 0.6%0.6% | −0.07 |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | 加碼– | 107,46699,861 | +7,605+7.6% | $849.4 萬$702.2 萬 | +$60.1 萬 | 0.6%0.6% | +0.01 |
| BRK.BBerkshire Hathaway Inc | 加碼歷史 | 18,96116,326 | +2,635+16.1% | $831.5 萬$647.7 萬 | +$115.5 萬 | 0.6%0.5% | +0.04 |
| COSTCostco Wholesale Corp | 加碼歷史 | 9,8929,582 | +310+3.2% | $813.1 萬$692.7 萬 | +$25.5 萬 | 0.5%0.5% | 0.00 |
| BXBlackstone Inc. | 加碼歷史 | 54,15948,680 | +5,479+11.3% | $769.9 萬$567.7 萬 | +$77.9 萬 | 0.5%0.4% | +0.07 |
| PLTRPalantir Technologies Inc. | 加碼歷史 | 281,322194,839 | +86,483+44.4% | $756.5 萬$428.1 萬 | +$232.6 萬 | 0.5%0.3% | +0.17 |
| Pacer US Cash Cows 100 ETF69374H881 | 減碼– | 130,192131,455 | −1,263−1.0% | $752.8 萬$720.9 萬 | −$7.30 萬 | 0.5%0.6% | −0.07 |
| Vanguard BD Index FDS921937793 | 加碼– | 103,09595,177 | +7,918+8.3% | $746.4 萬$648.8 萬 | +$57.3 萬 | 0.5%0.5% | −0.01 |
| METAMeta Platforms, Inc. | 減碼歷史 | 15,69016,111 | −421−2.6% | $745.0 萬$693.0 萬 | −$20.0 萬 | 0.5%0.5% | −0.05 |
| Vanguard Intermediate-Term Bond ETF921937819 | 加碼– | 96,13287,785 | +8,347+9.5% | $736.5 萬$643.2 萬 | +$63.9 萬 | 0.5%0.5% | −0.02 |
| Vanguard Scottsdale FDS92206C706 | 加碼– | 120,051104,839 | +15,212+14.5% | $713.3 萬$599.6 萬 | +$90.4 萬 | 0.5%0.5% | 0.00 |
| DHIHorton D R Inc | 減碼歷史 | 38,69138,977 | −286−0.7% | $696.2 萬$555.4 萬 | −$5.15 萬 | 0.5%0.4% | +0.03 |
| COPConocoPhillips | 加碼歷史 | 62,47058,204 | +4,266+7.3% | $694.7 萬$731.2 萬 | +$47.4 萬 | 0.5%0.6% | −0.11 |
| iShares Tr464287721 | 加碼– | 47,19442,117 | +5,077+12.1% | $690.6 萬$539.8 萬 | +$74.3 萬 | 0.5%0.4% | +0.03 |
| PPGPPG Industries Inc | 減碼歷史 | 53,80055,486 | −1,686−3.0% | $683.2 萬$715.8 萬 | −$21.4 萬 | 0.5%0.6% | −0.11 |
| JPMJPMorgan Chase & Co | 加碼歷史 | 31,58728,489 | +3,098+10.9% | $672.2 萬$546.2 萬 | +$65.9 萬 | 0.4%0.4% | +0.02 |
| AMHAmerican Homes 4 Rent | 加碼歷史 | 186,036162,659 | +23,377+14.4% | $671.4 萬$582.3 萬 | +$84.4 萬 | 0.4%0.5% | −0.01 |
| SPYSPDR S&P 500 ETF Trust | 加碼歷史 | 12,01811,351 | +667+5.9% | $662.0 萬$569.8 萬 | +$36.7 萬 | 0.4%0.4% | −0.01 |
| Dimensional ETF Trust25434V625 | 加碼– | 104,65592,669 | +11,986+12.9% | $641.3 萬$519.0 萬 | +$73.5 萬 | 0.4%0.4% | +0.02 |
| Vanguard Whitehall FDS921946810 | 加碼– | 75,21547,435 | +27,780+58.6% | $638.1 萬$372.0 萬 | +$235.7 萬 | 0.4%0.3% | +0.13 |
| J P Morgan Exchange Traded F46641Q332 | 加碼– | 106,19997,790 | +8,409+8.6% | $610.4 萬$546.9 萬 | +$48.3 萬 | 0.4%0.4% | −0.02 |
| iShares Russell 1000 Growth ETF464287614 | 加碼– | 17,03311,358 | +5,675+50.0% | $610.1 萬$366.7 萬 | +$203.3 萬 | 0.4%0.3% | +0.12 |
| PFNPIMCO Income Strategy Fund II | 加碼歷史 | 798,490762,298 | +36,192+4.7% | $577.3 萬$556.5 萬 | +$26.2 萬 | 0.4%0.4% | −0.05 |
| Timothy Plan887432359 | 加碼– | 126,929118,288 | +8,641+7.3% | $536.5 萬$470.3 萬 | +$36.5 萬 | 0.4%0.4% | −0.01 |
| RBARB Global Inc. | 減碼歷史 | 67,16367,347 | −184−0.3% | $534.8 萬$482.1 萬 | −$1.47 萬 | 0.4%0.4% | −0.02 |
| Dimensional ETF Trust25434V401 | 減碼– | 89,19090,990 | −1,800−2.0% | $534.1 萬$497.4 萬 | −$10.8 萬 | 0.4%0.4% | −0.04 |
| Northern LTS FD Tr IV66538H419 | 加碼– | 173,324148,740 | +24,584+16.5% | $529.3 萬$434.6 萬 | +$75.1 萬 | 0.4%0.3% | +0.01 |
| Dimensional ETF Trust25434V724 | 減碼– | 125,910134,300 | −8,390−6.2% | $520.1 萬$523.1 萬 | −$34.7 萬 | 0.3%0.4% | −0.07 |
| WMTWalmart Inc. | 加碼歷史 | 72,34561,077 | +11,268+18.4% | $496.6 萬$362.5 萬 | +$77.3 萬 | 0.3%0.3% | +0.04 |
| Vanguard World FD921910840 | 減碼– | 39,29539,579 | −284−0.7% | $486.7 萬$455.5 萬 | −$3.52 萬 | 0.3%0.4% | −0.03 |
| Vanguard World FD921910816 | 減碼– | 15,68016,759 | −1,079−6.4% | $481.4 萬$458.4 萬 | −$33.1 萬 | 0.3%0.4% | −0.04 |
| Schwab US Dividend Equity ETF808524797 | 加碼– | 58,04555,336 | +2,709+4.9% | $479.3 萬$426.0 萬 | +$22.4 萬 | 0.3%0.3% | −0.02 |
| IIIVi3 Verticals, Inc. | 減碼歷史 | 193,676218,676 | −25,000−11.4% | $474.7 萬$496.6 萬 | −$61.3 萬 | 0.3%0.4% | −0.08 |
| Dimensional ETF Trust25434V831 | 加碼– | 137,43095,054 | +42,376+44.6% | $447.5 萬$285.7 萬 | +$138.0 萬 | 0.3%0.2% | +0.07 |
| Dimensional U.S. Small Cap ETF25434V500 | 加碼– | 65,79953,599 | +12,200+22.8% | $429.9 萬$313.9 萬 | +$79.7 萬 | 0.3%0.2% | +0.04 |
| VVisa Inc. | 加碼歷史 | 15,63012,346 | +3,284+26.6% | $415.3 萬$331.6 萬 | +$87.3 萬 | 0.3%0.3% | +0.02 |
| Timothy Plan887432326 | 加碼– | 112,906101,433 | +11,473+11.3% | $414.9 萬$353.2 萬 | +$42.2 萬 | 0.3%0.3% | 0.00 |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | 加碼– | 25,97525,830 | +145+0.6% | $414.5 萬$385.0 萬 | +$2.31 萬 | 0.3%0.3% | −0.03 |
| iShares Russell 1000 Value ETF464287598 | 加碼– | 22,39215,654 | +6,738+43.0% | $410.6 萬$268.5 萬 | +$123.6 萬 | 0.3%0.2% | +0.06 |
| Northern LTS FD Tr IV66538H534 | 加碼– | 102,49369,365 | +33,128+47.8% | $400.4 萬$253.9 萬 | +$129.4 萬 | 0.3%0.2% | +0.07 |
| VCVisteon Corp | 減碼歷史 | 34,24534,554 | −309−0.9% | $395.7 萬$382.3 萬 | −$3.57 萬 | 0.3%0.3% | −0.04 |
| Dimensional ETF Trust25434V807 | 減碼– | 104,598105,522 | −924−0.9% | $389.7 萬$381.7 萬 | −$3.44 萬 | 0.3%0.3% | −0.04 |
| FDXFedEx Corp | 加碼歷史 | 12,72812,496 | +232+1.9% | $384.7 萬$327.1 萬 | +$7.01 萬 | 0.3%0.3% | 0.00 |
| Invesco QQQ Trust Series I46090E103 | 減碼– | 8,1578,435 | −278−3.3% | $384.3 萬$358.1 萬 | −$13.1 萬 | 0.3%0.3% | −0.03 |
| SPDR Series Trust78464A763 | 加碼– | 28,44127,184 | +1,257+4.6% | $383.5 萬$345.9 萬 | +$16.9 萬 | 0.3%0.3% | −0.02 |
| Pacer US Small Cap Cash Cows ETF69374H857 | 加碼– | 76,57573,542 | +3,033+4.1% | $372.3 萬$337.3 萬 | +$14.7 萬 | 0.2%0.3% | −0.02 |
| PANWPalo Alto Networks Inc | 加碼歷史 | 11,36410,418 | +946+9.1% | $369.0 萬$303.0 萬 | +$30.7 萬 | 0.2%0.2% | +0.01 |
| MASMasco Corp | 減碼歷史 | 46,98647,140 | −154−0.3% | $365.8 萬$322.7 萬 | −$1.20 萬 | 0.2%0.3% | −0.01 |
| iShares Tr46429B655 | 加碼– | 70,86767,171 | +3,696+5.5% | $362.2 萬$343.2 萬 | +$18.9 萬 | 0.2%0.3% | −0.03 |
| Dimensional ETF Trust25434V799 | 加碼– | 133,185123,588 | +9,597+7.8% | $361.8 萬$321.6 萬 | +$26.1 萬 | 0.2%0.3% | −0.01 |
| LKQLKQ Corp | 加碼歷史 | 85,40383,880 | +1,523+1.8% | $354.4 萬$361.8 萬 | +$6.32 萬 | 0.2%0.3% | −0.05 |
| XOMExxonMobil Holdings Corp | 加碼歷史 | 29,46024,973 | +4,487+18.0% | $349.4 萬$295.4 萬 | +$53.2 萬 | 0.2%0.2% | 0.00 |
| MARAMARA Holdings, Inc. | 加碼歷史 | 177,507157,449 | +20,058+12.7% | $349.2 萬$252.9 萬 | +$39.5 萬 | 0.2%0.2% | +0.03 |
| CRWDCrowdStrike Holdings, Inc. | 加碼歷史 | 14,92814,524 | +404+2.8% | $346.3 萬$424.9 萬 | +$9.37 萬 | 0.2%0.3% | −0.10 |
| iShares Tr464288448 | 加碼– | 117,416115,136 | +2,280+2.0% | $340.3 萬$319.8 萬 | +$6.61 萬 | 0.2%0.3% | −0.03 |
| MRKMerck & Co., Inc. | 加碼歷史 | 29,62129,218 | +403+1.4% | $335.1 萬$377.6 萬 | +$4.56 萬 | 0.2%0.3% | −0.07 |
| Capital Group Growth ETF14020G101 | 加碼– | 99,99936,254 | +63,745+175.8% | $328.4 萬$110.0 萬 | +$209.3 萬 | 0.2%0.1% | +0.13 |
| NVONovo Nordisk A S | 加碼歷史 | 23,79821,760 | +2,038+9.4% | $315.6 萬$279.2 萬 | +$27.0 萬 | 0.2%0.2% | −0.01 |
| Dimensional U.S. Targeted Value ETF25434V609 | 加碼– | 55,03454,992 | +42+0.1% | $314.1 萬$281.1 萬 | +$2,396.92 | 0.2%0.2% | −0.01 |
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。