EverSource Wealth Advisors, LLC
- SEC CIK
- 0001710537
- 最新申報
- 2026/7/24
2024 年第 3 季到 2024 年第 4 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
- 824 檔
- 估計 +$2,924 萬
- 加碼
- 1,812 檔
- 估計 +$1.95 億
- 減碼
- 739 檔
- 估計 −$5,142 萬
- 清倉
- 112 檔
- 估計 −$456.8 萬
總值從 $15.8 億變成 $17.8 億（+$2.00 億 (+12.6%)），持股從 3,038 檔變成 3,750 檔（+712）。
2024 年第 4 季全部持倉2024 年第 3 季全部持倉
股數、市值、佔組合 % 每一格上面是 2024 年第 4 季，下面灰字是 2024 年第 3 季。兩季之間拆股的股票，2024 年第 3 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 Morningstar Growth ETF922908736 | 加碼– | 165,245159,736 | +5,509+3.4% | $6,782 萬$6,133 萬 | +$226.1 萬 | 3.8%3.9% | −0.07 |
| Vanguard Ftse Developed Markets ETF921943858 | 加碼– | 1,203,5221,131,884 | +71,638+6.3% | $5,755 萬$5,977 萬 | +$342.6 萬 | 3.2%3.8% | −0.55 |
| Vanguard Morningstar Value ETF922908744 | 加碼– | 320,022289,985 | +30,037+10.4% | $5,418 萬$5,062 萬 | +$508.5 萬 | 3.0%3.2% | −0.16 |
| AAPLApple Inc. | 加碼歷史 | 213,909203,947 | +9,962+4.9% | $5,357 萬$4,752 萬 | +$249.5 萬 | 3.0%3.0% | 0.00 |
| IAUiShares Gold Trust | 加碼歷史 | 687,728658,428 | +29,300+4.4% | $3,405 萬$3,272 萬 | +$145.1 萬 | 1.9%2.1% | −0.16 |
| Vanguard S&P 500 ETF922908363 | 加碼– | 56,54043,220 | +13,320+30.8% | $3,046 萬$2,281 萬 | +$717.7 萬 | 1.7%1.4% | +0.27 |
| TSLATesla, Inc. | 加碼歷史 | 73,57173,284 | +287+0.4% | $2,971 萬$1,917 萬 | +$11.6 萬 | 1.7%1.2% | +0.46 |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | 加碼– | 314,030279,489 | +34,541+12.4% | $2,871 萬$2,566 萬 | +$315.8 萬 | 1.6%1.6% | −0.01 |
| FBTCFidelity Wise Origin Bitcoin Fund | 加碼歷史 | 329,479315,694 | +13,785+4.4% | $2,688 萬$1,753 萬 | +$112.5 萬 | 1.5%1.1% | +0.40 |
| MSFTMicrosoft Corp | 加碼歷史 | 58,63954,278 | +4,361+8.0% | $2,472 萬$2,336 萬 | +$183.8 萬 | 1.4%1.5% | −0.09 |
| NVDANVIDIA Corp | 加碼歷史 | 175,635165,700 | +9,935+6.0% | $2,359 萬$2,012 萬 | +$133.4 萬 | 1.3%1.3% | +0.05 |
| AMZNAmazon Com Inc | 加碼歷史 | 105,462100,878 | +4,584+4.5% | $2,314 萬$1,880 萬 | +$100.6 萬 | 1.3%1.2% | +0.11 |
| Elevation Series Trust210322202 | 加碼– | 740,355680,685 | +59,670+8.8% | $2,277 萬$2,066 萬 | +$183.5 萬 | 1.3%1.3% | −0.03 |
| Vanguard Dividend Appreciation ETF921908844 | 減碼– | 114,159124,688 | −10,529−8.4% | $2,236 萬$2,470 萬 | −$206.2 萬 | 1.3%1.6% | −0.31 |
| Vanguard Short-Term Bond ETF921937827 | 加碼– | 279,260215,846 | +63,414+29.4% | $2,158 萬$1,698 萬 | +$490.0 萬 | 1.2%1.1% | +0.14 |
| Vanguard Ftse Emerging Markets ETF922042858 | 加碼– | 471,321451,210 | +20,111+4.5% | $2,076 萬$2,159 萬 | +$88.6 萬 | 1.2%1.4% | −0.20 |
| GOOGLAlphabet Inc. | 減碼歷史 | 107,243108,581 | −1,338−1.2% | $2,030 萬$1,801 萬 | −$25.3 萬 | 1.1%1.1% | 0.00 |
| Vanguard Morningstar Total Stock Market ETF922908769 | 加碼– | 69,51167,180 | +2,331+3.5% | $2,014 萬$1,902 萬 | +$67.6 萬 | 1.1%1.2% | −0.07 |
| Vanguard Scottsdale FDS92206C409 | 減碼– | 250,642258,883 | −8,241−3.2% | $1,955 萬$2,056 萬 | −$64.3 萬 | 1.1%1.3% | −0.20 |
| AVGOBroadcom Inc. | 加碼歷史 | 84,31680,459 | +3,857+4.8% | $1,955 萬$1,388 萬 | +$89.4 萬 | 1.1%0.9% | +0.22 |
| Vanguard Total International Bond ETF92203J407 | 加碼– | 362,740342,881 | +19,859+5.8% | $1,779 萬$1,724 萬 | +$97.4 萬 | 1.0%1.1% | −0.09 |
| Vanguard Whitehall FDS921946810 | 加碼– | 219,989133,868 | +86,121+64.3% | $1,760 萬$1,182 萬 | +$688.9 萬 | 1.0%0.7% | +0.24 |
| Dimensional U.S. Core Equity 2 ETF25434V708 | 加碼– | 499,693462,020 | +37,673+8.2% | $1,728 萬$1,584 萬 | +$130.3 萬 | 1.0%1.0% | −0.03 |
| PLTRPalantir Technologies Inc. | 減碼歷史 | 224,342247,197 | −22,855−9.2% | $1,697 萬$919.6 萬 | −$172.9 萬 | 1.0%0.6% | +0.37 |
| PGRProgressive Corp | 加碼歷史 | 65,03464,501 | +533+0.8% | $1,558 萬$1,637 萬 | +$12.8 萬 | 0.9%1.0% | −0.16 |
| Pacer US Cash Cows 100 ETF69374H881 | 加碼– | 260,683132,522 | +128,161+96.7% | $1,472 萬$766.4 萬 | +$723.9 萬 | 0.8%0.5% | +0.34 |
| KKRKKR & Co. Inc. | 減碼歷史 | 98,03898,342 | −304−0.3% | $1,450 萬$1,284 萬 | −$4.50 萬 | 0.8%0.8% | 0.00 |
| Vanguard Morningstar Small-Cap ETF922908751 | 加碼– | 57,46357,210 | +253+0.4% | $1,381 萬$1,357 萬 | +$6.08 萬 | 0.8%0.9% | −0.08 |
| iShares Core S&P 500 ETF464287200 | 加碼– | 23,39720,361 | +3,036+14.9% | $1,377 萬$1,174 萬 | +$178.7 萬 | 0.8%0.7% | +0.03 |
| Invesco Exch Traded FD Tr II46138G698 | 加碼– | 138,124135,355 | +2,769+2.0% | $1,353 萬$1,327 萬 | +$27.1 萬 | 0.8%0.8% | −0.08 |
| Ea Series Trust02072L532 | 加碼– | 577,643564,255 | +13,388+2.4% | $1,251 萬$1,246 萬 | +$29.0 萬 | 0.7%0.8% | −0.09 |
| HDHome Depot, Inc. | 加碼歷史 | 29,92329,316 | +607+2.1% | $1,164 萬$1,188 萬 | +$23.6 萬 | 0.7%0.8% | −0.10 |
| iShares Core Dividend Growth ETF46434V621 | 加碼– | 184,254179,671 | +4,583+2.6% | $1,130 萬$1,126 萬 | +$28.1 萬 | 0.6%0.7% | −0.08 |
| GOOGAlphabet Inc. | 加碼歷史 | 56,58154,989 | +1,592+2.9% | $1,078 萬$919.3 萬 | +$30.3 萬 | 0.6%0.6% | +0.02 |
| Vanguard Mortgage-Backed Securities ETF92206C771 | 加碼– | 236,561222,667 | +13,894+6.2% | $1,073 萬$1,051 萬 | +$63.0 萬 | 0.6%0.7% | −0.06 |
| CRHCRH Public Ltd Co | 加碼歷史 | 114,950114,657 | +293+0.3% | $1,064 萬$1,063 萬 | +$2.71 萬 | 0.6%0.7% | −0.08 |
| iShares Tr464288588 | 減碼– | 113,680117,091 | −3,411−2.9% | $1,042 萬$1,122 萬 | −$31.3 萬 | 0.6%0.7% | −0.12 |
| Vanguard Scottsdale FDS92206C706 | 加碼– | 175,459140,318 | +35,141+25.0% | $1,018 萬$847.8 萬 | +$203.8 萬 | 0.6%0.5% | +0.04 |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | 加碼– | 115,149101,174 | +13,975+13.8% | $1,012 萬$839.1 萬 | +$122.8 萬 | 0.6%0.5% | +0.04 |
| Vanguard Intermediate-Term Bond ETF921937819 | 加碼– | 135,27098,463 | +36,807+37.4% | $1,011 萬$771.7 萬 | +$275.1 萬 | 0.6%0.5% | +0.08 |
| COSTCostco Wholesale Corp | 加碼歷史 | 10,7269,969 | +757+7.6% | $982.7 萬$883.8 萬 | +$69.4 萬 | 0.6%0.6% | −0.01 |
| CVXChevron Corp | 減碼歷史 | 67,14167,246 | −105−0.2% | $972.5 萬$990.3 萬 | −$1.52 萬 | 0.5%0.6% | −0.08 |
| METAMeta Platforms, Inc. | 加碼歷史 | 16,36015,652 | +708+4.5% | $957.9 萬$896.0 萬 | +$41.5 萬 | 0.5%0.6% | −0.03 |
| Vanguard Health Care ETF92204A504 | 減碼– | 37,04263,207 | −26,165−41.4% | $939.7 萬$1,784 萬 | −$663.8 萬 | 0.5%1.1% | −0.60 |
| BRK.BBerkshire Hathaway Inc | 加碼歷史 | 20,26919,868 | +401+2.0% | $918.8 萬$914.5 萬 | +$18.2 萬 | 0.5%0.6% | −0.06 |
| SPYSPDR S&P 500 ETF Trust | 加碼歷史 | 15,57611,441 | +4,135+36.1% | $912.9 萬$656.5 萬 | +$242.3 萬 | 0.5%0.4% | +0.10 |
| BXBlackstone Inc. | 減碼歷史 | 52,57852,769 | −191−0.4% | $906.5 萬$808.0 萬 | −$3.29 萬 | 0.5%0.5% | 0.00 |
| AZOAutoZone Inc | 加碼歷史 | 2,7602,743 | +17+0.6% | $883.8 萬$864.1 萬 | +$5.44 萬 | 0.5%0.5% | −0.05 |
| Vanguard Real Estate ETF922908553 | 加碼– | 93,39288,587 | +4,805+5.4% | $831.9 萬$863.0 萬 | +$42.8 萬 | 0.5%0.5% | −0.08 |
| Capital Group Core Equity Et14020V108 | 加碼– | 236,50924,938 | +211,571+848.4% | $827.1 萬$85.5 萬 | +$739.9 萬 | 0.5%0.1% | +0.41 |
| GPKGraphic Packaging Holding Co | 減碼歷史 | 303,212304,099 | −887−0.3% | $823.5 萬$899.8 萬 | −$2.41 萬 | 0.5%0.6% | −0.11 |
| AMATApplied Materials Inc | 減碼歷史 | 49,38649,408 | −220.0% | $803.2 萬$998.3 萬 | −$3,577.85 | 0.5%0.6% | −0.18 |
| Dimensional ETF Trust25434V625 | 加碼– | 123,453107,910 | +15,543+14.4% | $792.1 萬$683.5 萬 | +$99.7 萬 | 0.4%0.4% | +0.01 |
| JPMJPMorgan Chase & Co | 加碼歷史 | 32,76531,875 | +890+2.8% | $785.4 萬$672.1 萬 | +$21.3 萬 | 0.4%0.4% | +0.02 |
| Vanguard BD Index FDS921937793 | 加碼– | 113,517104,796 | +8,721+8.3% | $776.8 萬$787.7 萬 | +$59.7 萬 | 0.4%0.5% | −0.06 |
| iShares Tr464287721 | 加碼– | 48,63245,129 | +3,503+7.8% | $775.8 萬$684.2 萬 | +$55.9 萬 | 0.4%0.4% | 0.00 |
| AMGNAmgen Inc | 減碼歷史 | 29,06329,471 | −408−1.4% | $757.5 萬$949.6 萬 | −$10.6 萬 | 0.4%0.6% | −0.18 |
| Goldman Sachs ETF Tr381430107 | 減碼– | 220,970295,414 | −74,444−25.2% | $736.7 萬$1,069 萬 | −$248.2 萬 | 0.4%0.7% | −0.26 |
| AMHAmerican Homes 4 Rent | 加碼歷史 | 196,084187,714 | +8,370+4.5% | $733.7 萬$720.6 萬 | +$31.3 萬 | 0.4%0.5% | −0.04 |
| Capital Grp Fixed Incm ETF T14020Y102 | 加碼– | 322,434133,495 | +188,939+141.5% | $715.8 萬$308.6 萬 | +$419.4 萬 | 0.4%0.2% | +0.21 |
| Vanguard Scottsdale FDS92206C102 | 加碼– | 120,25665,621 | +54,635+83.3% | $699.6 萬$387.3 萬 | +$317.9 萬 | 0.4%0.2% | +0.15 |
| J P Morgan Exchange Traded F46641Q332 | 加碼– | 120,930109,258 | +11,672+10.7% | $695.7 萬$650.2 萬 | +$67.1 萬 | 0.4%0.4% | −0.02 |
| Capital Group Intl Focus EQT14019W109 | 加碼– | 277,4995,207 | +272,292+5,229.3% | $684.6 萬$14.0 萬 | +$671.7 萬 | 0.4%<0.1% | +0.38 |
| WMTWalmart Inc. | 加碼歷史 | 73,28869,807 | +3,481+5.0% | $662.2 萬$563.7 萬 | +$31.5 萬 | 0.4%0.4% | +0.02 |
| MSTRStrategy Inc | 減碼歷史 | 22,71625,564 | −2,848−11.1% | $657.9 萬$431.0 萬 | −$82.5 萬 | 0.4%0.3% | +0.10 |
| PFNPIMCO Income Strategy Fund II | 加碼歷史 | 873,513826,917 | +46,596+5.6% | $650.8 萬$630.1 萬 | +$34.7 萬 | 0.4%0.4% | −0.03 |
| iShares Russell 1000 Growth ETF464287614 | 加碼– | 15,95615,657 | +299+1.9% | $640.8 萬$587.7 萬 | +$12.0 萬 | 0.4%0.4% | −0.01 |
| RBARB Global Inc. | 加碼歷史 | 69,25467,032 | +2,222+3.3% | $624.7 萬$539.5 萬 | +$20.0 萬 | 0.4%0.3% | +0.01 |
| Capital Group Growth ETF14020G101 | 加碼– | 164,758155,346 | +9,412+6.1% | $612.4 萬$540.4 萬 | +$35.0 萬 | 0.3%0.3% | 0.00 |
| COPConocoPhillips | 加碼歷史 | 61,72161,567 | +154+0.3% | $612.1 萬$648.2 萬 | +$1.53 萬 | 0.3%0.4% | −0.07 |
| Dimensional ETF Trust25434V401 | 加碼– | 94,07388,696 | +5,377+6.1% | $599.7 萬$551.7 萬 | +$34.3 萬 | 0.3%0.3% | −0.01 |
| Dimensional ETF Trust25434V831 | 加碼– | 175,791148,852 | +26,939+18.1% | $594.0 萬$507.1 萬 | +$91.0 萬 | 0.3%0.3% | +0.01 |
| CRWDCrowdStrike Holdings, Inc. | 加碼歷史 | 16,68516,518 | +167+1.0% | $570.9 萬$463.3 萬 | +$5.71 萬 | 0.3%0.3% | +0.03 |
| VVisa Inc. | 加碼歷史 | 18,01415,300 | +2,714+17.7% | $569.3 萬$420.7 萬 | +$85.8 萬 | 0.3%0.3% | +0.05 |
| DHIHorton D R Inc | 加碼歷史 | 38,93138,622 | +309+0.8% | $544.3 萬$736.8 萬 | +$4.32 萬 | 0.3%0.5% | −0.16 |
| Vanguard World FD921910816 | 減碼– | 15,33615,660 | −324−2.1% | $526.7 萬$504.2 萬 | −$11.1 萬 | 0.3%0.3% | −0.02 |
| ASMLASML Holding NV | 加碼歷史 | 7,456522 | +6,934+1,328.4% | $516.8 萬$43.5 萬 | +$480.6 萬 | 0.3%<0.1% | +0.26 |
| Dimensional ETF Trust25434V724 | 不變– | 125,781125,781 | 00.0% | $514.7 萬$524.4 萬 | $0 | 0.3%0.3% | −0.04 |
| Timothy Plan887432359 | 加碼– | 115,74098,926 | +16,814+17.0% | $495.7 萬$435.2 萬 | +$72.0 萬 | 0.3%0.3% | 0.00 |
| Vanguard World FD921910840 | 減碼– | 38,85839,337 | −479−1.2% | $485.4 萬$504.6 萬 | −$5.98 萬 | 0.3%0.3% | −0.05 |
| BRK.ABerkshire Hathaway Inc | 不變歷史 | 77 | 00.0% | $476.6 萬$483.8 萬 | $0 | 0.3%0.3% | −0.04 |
| Invesco QQQ Trust Series I46090E103 | 加碼– | 9,3217,954 | +1,367+17.2% | $476.5 萬$388.2 萬 | +$69.9 萬 | 0.3%0.2% | +0.02 |
| Dimensional ETF Trust25434V799 | 加碼– | 184,356137,076 | +47,280+34.5% | $476.5 萬$385.7 萬 | +$122.2 萬 | 0.3%0.2% | +0.02 |
| Dimensional U.S. Small Cap ETF25434V500 | 加碼– | 71,64958,672 | +12,977+22.1% | $466.3 萬$380.5 萬 | +$84.5 萬 | 0.3%0.2% | +0.02 |
| Northern LTS FD Tr IV66538H419 | 加碼– | 158,304151,439 | +6,865+4.5% | $459.1 萬$489.1 萬 | +$19.9 萬 | 0.3%0.3% | −0.05 |
| PPGPPG Industries Inc | 減碼歷史 | 37,83045,825 | −7,995−17.4% | $451.9 萬$607.0 萬 | −$95.5 萬 | 0.3%0.4% | −0.13 |
| iShares Tr464287432 | 加碼– | 49,8052,853 | +46,952+1,645.7% | $435.0 萬$28.0 萬 | +$410.0 萬 | 0.2%<0.1% | +0.23 |
| iShares Tr46429B655 | 加碼– | 83,81975,611 | +8,208+10.9% | $426.5 萬$385.9 萬 | +$41.8 萬 | 0.2%0.2% | 0.00 |
| IIIVi3 Verticals, Inc. | 減碼歷史 | 184,111193,676 | −9,565−4.9% | $424.2 萬$412.7 萬 | −$22.0 萬 | 0.2%0.3% | −0.02 |
| AHRAmerican Healthcare REIT, Inc. | 加碼歷史 | 149,161136,279 | +12,882+9.5% | $423.9 萬$355.7 萬 | +$36.6 萬 | 0.2%0.2% | +0.01 |
| PANWPalo Alto Networks Inc | 加碼依 2 比 1 拆股換算歷史 | 22,87022,550 | +320+1.4% | $416.1 萬$385.4 萬 | +$5.82 萬 | 0.2%0.2% | −0.01 |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | 減碼– | 25,51525,869 | −354−1.4% | $412.8 萬$433.7 萬 | −$5.73 萬 | 0.2%0.3% | −0.04 |
| American Centy ETF Tr025072703 | 加碼– | 65,54647,571 | +17,975+37.8% | $402.3 萬$318.9 萬 | +$110.3 萬 | 0.2%0.2% | +0.02 |
| NFLXNetflix Inc | 加碼歷史 | 4,4454,380 | +65+1.5% | $396.2 萬$310.7 萬 | +$5.79 萬 | 0.2%0.2% | +0.03 |
| iShares Russell 1000 Value ETF464287598 | 加碼– | 20,58220,371 | +211+1.0% | $381.0 萬$386.6 萬 | +$3.91 萬 | 0.2%0.2% | −0.03 |
| Timothy Plan887432326 | 加碼– | 103,256102,294 | +962+0.9% | $375.4 萬$385.7 萬 | +$3.50 萬 | 0.2%0.2% | −0.03 |
| Vanguard Total World Stock ETF922042742 | 加碼– | 31,40123,472 | +7,929+33.8% | $368.9 萬$281.0 萬 | +$93.1 萬 | 0.2%0.2% | +0.03 |
| Dimensional ETF Trust25434V807 | 減碼– | 103,583105,213 | −1,630−1.5% | $367.5 萬$400.7 萬 | −$5.78 萬 | 0.2%0.3% | −0.05 |
| ProShares Tr74347R842 | 新進– | 86,6940 | +86,694 | $362.8 萬$0 | +$362.8 萬 | 0.2%0.0% | +0.20 |
| MAMastercard Inc | 加碼歷史 | 6,8365,228 | +1,608+30.8% | $360.0 萬$258.2 萬 | +$84.7 萬 | 0.2%0.2% | +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。