EverSource Wealth Advisors, LLC
- SEC CIK
- 0001710537
- 最新申報
- 2026/7/24
2024 年第 4 季到 2025 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
- 484 檔
- 估計 +$3,424 萬
- 加碼
- 2,204 檔
- 估計 +$1.86 億
- 減碼
- 1,000 檔
- 估計 −$1.36 億
- 清倉
- 225 檔
- 估計 −$354.7 萬
總值從 $17.8 億變成 $18.2 億（+$4,053 萬 (+2.3%)），持股從 3,750 檔變成 4,009 檔（+259）。
2025 年第 1 季全部持倉2024 年第 4 季全部持倉
股數、市值、佔組合 % 每一格上面是 2025 年第 1 季，下面灰字是 2024 年第 4 季。兩季之間拆股的股票，2024 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 Morningstar Growth ETF922908736 | 加碼– | 167,345165,245 | +2,100+1.3% | $6,206 萬$6,782 萬 | +$77.9 萬 | 3.4%3.8% | −0.40 |
| Vanguard Ftse Developed Markets ETF921943858 | 減碼– | 1,184,8281,203,522 | −18,694−1.6% | $6,022 萬$5,755 萬 | −$95.0 萬 | 3.3%3.2% | +0.07 |
| Vanguard Morningstar Value ETF922908744 | 減碼– | 311,989320,022 | −8,033−2.5% | $5,389 萬$5,418 萬 | −$138.8 萬 | 3.0%3.0% | −0.08 |
| AAPLApple Inc. | 減碼歷史 | 201,896213,909 | −12,013−5.6% | $4,485 萬$5,357 萬 | −$266.8 萬 | 2.5%3.0% | −0.55 |
| IAUiShares Gold Trust | 加碼歷史 | 713,233687,728 | +25,505+3.7% | $4,205 萬$3,405 萬 | +$150.4 萬 | 2.3%1.9% | +0.40 |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | 減碼– | 290,250314,030 | −23,780−7.6% | $2,662 萬$2,871 萬 | −$218.1 萬 | 1.5%1.6% | −0.15 |
| Vanguard Short-Term Bond ETF921937827 | 加碼– | 337,421279,260 | +58,161+20.8% | $2,641 萬$2,158 萬 | +$455.3 萬 | 1.5%1.2% | +0.24 |
| FBTCFidelity Wise Origin Bitcoin Fund | 加碼歷史 | 362,016329,479 | +32,537+9.9% | $2,605 萬$2,688 萬 | +$234.2 萬 | 1.4%1.5% | −0.08 |
| Vanguard S&P 500 ETF922908363 | 減碼– | 50,01156,540 | −6,529−11.5% | $2,570 萬$3,046 萬 | −$335.5 萬 | 1.4%1.7% | −0.30 |
| Pacer US Cash Cows 100 ETF69374H881 | 加碼– | 437,187260,683 | +176,504+67.7% | $2,394 萬$1,472 萬 | +$966.5 萬 | 1.3%0.8% | +0.49 |
| Elevation Series Trust210322202 | 加碼– | 787,432740,355 | +47,077+6.4% | $2,340 萬$2,277 萬 | +$139.9 萬 | 1.3%1.3% | +0.01 |
| MSFTMicrosoft Corp | 加碼歷史 | 61,85558,639 | +3,216+5.5% | $2,322 萬$2,472 萬 | +$120.7 萬 | 1.3%1.4% | −0.11 |
| AMZNAmazon Com Inc | 加碼歷史 | 121,158105,462 | +15,696+14.9% | $2,305 萬$2,314 萬 | +$298.6 萬 | 1.3%1.3% | −0.03 |
| Vanguard Dividend Appreciation ETF921908844 | 加碼– | 116,244114,159 | +2,085+1.8% | $2,255 萬$2,236 萬 | +$40.4 萬 | 1.2%1.3% | −0.02 |
| NVDANVIDIA Corp | 加碼歷史 | 202,002175,635 | +26,367+15.0% | $2,189 萬$2,359 萬 | +$285.8 萬 | 1.2%1.3% | −0.12 |
| Vanguard Ftse Emerging Markets ETF922042858 | 減碼– | 466,495471,321 | −4,826−1.0% | $2,111 萬$2,076 萬 | −$21.8 萬 | 1.2%1.2% | −0.01 |
| Vanguard Whitehall FDS921946810 | 加碼– | 251,150219,989 | +31,161+14.2% | $2,083 萬$1,760 萬 | +$258.4 萬 | 1.1%1.0% | +0.16 |
| TSLATesla, Inc. | 加碼歷史 | 77,53073,571 | +3,959+5.4% | $2,009 萬$2,971 萬 | +$102.6 萬 | 1.1%1.7% | −0.57 |
| Vanguard Morningstar Total Stock Market ETF922908769 | 加碼– | 72,43369,511 | +2,922+4.2% | $1,991 萬$2,014 萬 | +$80.3 萬 | 1.1%1.1% | −0.04 |
| Vanguard Scottsdale FDS92206C409 | 減碼– | 239,138250,642 | −11,504−4.6% | $1,888 萬$1,955 萬 | −$90.8 萬 | 1.0%1.1% | −0.06 |
| PGRProgressive Corp | 加碼歷史 | 66,07065,034 | +1,036+1.6% | $1,870 萬$1,558 萬 | +$29.3 萬 | 1.0%0.9% | +0.15 |
| Dimensional U.S. Core Equity 2 ETF25434V708 | 加碼– | 563,146499,693 | +63,453+12.7% | $1,858 萬$1,728 萬 | +$209.3 萬 | 1.0%1.0% | +0.05 |
| Vanguard Total International Bond ETF92203J407 | 加碼– | 369,124362,740 | +6,384+1.8% | $1,802 萬$1,779 萬 | +$31.2 萬 | 1.0%1.0% | −0.01 |
| GOOGLAlphabet Inc. | 減碼歷史 | 106,192107,243 | −1,051−1.0% | $1,642 萬$2,030 萬 | −$16.3 萬 | 0.9%1.1% | −0.24 |
| SPYSPDR S&P 500 ETF Trust | 加碼歷史 | 27,02315,576 | +11,447+73.5% | $1,512 萬$912.9 萬 | +$640.3 萬 | 0.8%0.5% | +0.32 |
| PLTRPalantir Technologies Inc. | 減碼歷史 | 178,637224,342 | −45,705−20.4% | $1,508 萬$1,697 萬 | −$385.8 萬 | 0.8%1.0% | −0.13 |
| iShares Core S&P 500 ETF464287200 | 加碼– | 26,67523,397 | +3,278+14.0% | $1,499 萬$1,377 萬 | +$184.2 萬 | 0.8%0.8% | +0.05 |
| AVGOBroadcom Inc. | 加碼歷史 | 87,20284,316 | +2,886+3.4% | $1,460 萬$1,955 萬 | +$48.3 萬 | 0.8%1.1% | −0.30 |
| Invesco Exch Traded FD Tr II46138G698 | 加碼– | 143,687138,124 | +5,563+4.0% | $1,427 萬$1,353 萬 | +$55.3 萬 | 0.8%0.8% | +0.02 |
| Pgim ETF Tr69344A834 | 新進– | 245,8920 | +245,892 | $1,262 萬$0 | +$1,262 萬 | 0.7%0.0% | +0.69 |
| Vanguard Morningstar Small-Cap ETF922908751 | 減碼– | 56,19857,463 | −1,265−2.2% | $1,246 萬$1,381 萬 | −$28.1 萬 | 0.7%0.8% | −0.09 |
| iShares Core Dividend Growth ETF46434V621 | 加碼– | 200,510184,254 | +16,256+8.8% | $1,239 萬$1,130 萬 | +$100.4 萬 | 0.7%0.6% | +0.05 |
| Ea Series Trust02072L532 | 加碼– | 599,119577,643 | +21,476+3.7% | $1,165 萬$1,251 萬 | +$41.7 萬 | 0.6%0.7% | −0.06 |
| KKRKKR & Co. Inc. | 減碼歷史 | 97,56498,038 | −474−0.5% | $1,128 萬$1,450 萬 | −$5.48 萬 | 0.6%0.8% | −0.20 |
| iShares Tr464288588 | 加碼– | 118,638113,680 | +4,958+4.4% | $1,113 萬$1,042 萬 | +$46.5 萬 | 0.6%0.6% | +0.03 |
| CVXChevron Corp | 減碼歷史 | 65,40067,141 | −1,741−2.6% | $1,094 萬$972.5 萬 | −$29.1 萬 | 0.6%0.5% | +0.05 |
| Capital Group Core Equity Et14020V108 | 加碼– | 322,146236,509 | +85,637+36.2% | $1,076 萬$827.1 萬 | +$286.0 萬 | 0.6%0.5% | +0.13 |
| HDHome Depot, Inc. | 減碼歷史 | 29,23629,923 | −687−2.3% | $1,072 萬$1,164 萬 | −$25.2 萬 | 0.6%0.7% | −0.07 |
| AZOAutoZone Inc | 加碼歷史 | 2,7852,760 | +25+0.9% | $1,062 萬$883.8 萬 | +$9.53 萬 | 0.6%0.5% | +0.09 |
| J P Morgan Exchange Traded F46641Q332 | 加碼– | 185,345120,930 | +64,415+53.3% | $1,059 萬$695.7 萬 | +$368.1 萬 | 0.6%0.4% | +0.19 |
| iShares MSCI Eafe ETF464287465 | 加碼– | 128,28621,491 | +106,795+496.9% | $1,048 萬$162.5 萬 | +$872.8 萬 | 0.6%0.1% | +0.48 |
| Vanguard Scottsdale FDS92206C706 | 減碼– | 174,847175,459 | −612−0.3% | $1,039 萬$1,018 萬 | −$3.64 萬 | 0.6%0.6% | 0.00 |
| METAMeta Platforms, Inc. | 加碼歷史 | 17,93816,360 | +1,578+9.6% | $1,034 萬$957.9 萬 | +$90.9 萬 | 0.6%0.5% | +0.03 |
| Vanguard Mortgage-Backed Securities ETF92206C771 | 減碼– | 222,233236,561 | −14,328−6.1% | $1,029 萬$1,073 萬 | −$66.4 萬 | 0.6%0.6% | −0.04 |
| CRHCRH Public Ltd Co | 加碼歷史 | 116,849114,950 | +1,899+1.7% | $1,028 萬$1,064 萬 | +$16.7 萬 | 0.6%0.6% | −0.03 |
| Capital Group Intl Focus EQT14019W109 | 加碼– | 402,935277,499 | +125,436+45.2% | $986.4 萬$684.6 萬 | +$307.1 萬 | 0.5%0.4% | +0.16 |
| Dimensional ETF Trust25434V799 | 加碼– | 345,956184,356 | +161,600+87.7% | $960.7 萬$476.5 萬 | +$448.8 萬 | 0.5%0.3% | +0.26 |
| AMGNAmgen Inc | 加碼歷史 | 30,54729,063 | +1,484+5.1% | $951.7 萬$757.5 萬 | +$46.2 萬 | 0.5%0.4% | +0.10 |
| MSTRStrategy Inc | 加碼歷史 | 32,08822,716 | +9,372+41.3% | $925.0 萬$657.9 萬 | +$270.2 萬 | 0.5%0.4% | +0.14 |
| Capital Grp Fixed Incm ETF T14020Y102 | 加碼– | 405,631322,434 | +83,197+25.8% | $910.6 萬$715.8 萬 | +$186.8 萬 | 0.5%0.4% | +0.10 |
| Vanguard Intermediate-Term Bond ETF921937819 | 減碼– | 118,791135,270 | −16,479−12.2% | $909.6 萬$1,011 萬 | −$126.2 萬 | 0.5%0.6% | −0.07 |
| Dimensional ETF Trust25434V625 | 加碼– | 139,625123,453 | +16,172+13.1% | $856.3 萬$792.1 萬 | +$99.2 萬 | 0.5%0.4% | +0.03 |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | 減碼– | 102,620115,149 | −12,529−10.9% | $824.8 萬$1,012 萬 | −$100.7 萬 | 0.5%0.6% | −0.12 |
| ASMLASML Holding NV | 加碼歷史 | 12,2417,456 | +4,785+64.2% | $811.1 萬$516.8 萬 | +$317.1 萬 | 0.4%0.3% | +0.16 |
| Vanguard BD Index FDS921937793 | 加碼– | 114,832113,517 | +1,315+1.2% | $808.6 萬$776.8 萬 | +$9.26 萬 | 0.4%0.4% | +0.01 |
| JPMJPMorgan Chase & Co | 減碼歷史 | 32,70632,765 | −59−0.2% | $802.3 萬$785.4 萬 | −$1.45 萬 | 0.4%0.4% | 0.00 |
| GPKGraphic Packaging Holding Co | 加碼歷史 | 307,723303,212 | +4,511+1.5% | $798.8 萬$823.5 萬 | +$11.7 萬 | 0.4%0.5% | −0.02 |
| AMATApplied Materials Inc | 加碼歷史 | 52,96749,386 | +3,581+7.3% | $768.7 萬$803.2 萬 | +$52.0 萬 | 0.4%0.5% | −0.03 |
| Goldman Sachs ETF Tr381430107 | 減碼– | 215,072220,970 | −5,898−2.7% | $766.7 萬$736.7 萬 | −$21.0 萬 | 0.4%0.4% | +0.01 |
| PFNPIMCO Income Strategy Fund II | 加碼歷史 | 1,001,543873,513 | +128,030+14.7% | $755.2 萬$650.8 萬 | +$96.5 萬 | 0.4%0.4% | +0.05 |
| GOOGAlphabet Inc. | 減碼歷史 | 48,18956,581 | −8,392−14.8% | $752.9 萬$1,078 萬 | −$131.1 萬 | 0.4%0.6% | −0.19 |
| BXBlackstone Inc. | 加碼歷史 | 53,48852,578 | +910+1.7% | $747.7 萬$906.5 萬 | +$12.7 萬 | 0.4%0.5% | −0.10 |
| BRK.BBerkshire Hathaway Inc | 減碼歷史 | 13,89420,269 | −6,375−31.5% | $740.0 萬$918.8 萬 | −$339.5 萬 | 0.4%0.5% | −0.11 |
| Vanguard Scottsdale FDS92206C102 | 加碼– | 121,493120,256 | +1,237+1.0% | $713.0 萬$699.6 萬 | +$7.26 萬 | 0.4%0.4% | 0.00 |
| Capital Group Growth ETF14020G101 | 加碼– | 207,756164,758 | +42,998+26.1% | $711.6 萬$612.4 萬 | +$147.3 萬 | 0.4%0.3% | +0.05 |
| COPConocoPhillips | 加碼歷史 | 67,58561,721 | +5,864+9.5% | $709.8 萬$612.1 萬 | +$61.6 萬 | 0.4%0.3% | +0.05 |
| ETF Opportunities Trust26923N397 | 新進– | 291,8300 | +291,830 | $703.3 萬$0 | +$703.3 萬 | 0.4%0.0% | +0.39 |
| AMHAmerican Homes 4 Rent | 減碼歷史 | 185,346196,084 | −10,738−5.5% | $700.8 萬$733.7 萬 | −$40.6 萬 | 0.4%0.4% | −0.03 |
| RBARB Global Inc. | 減碼歷史 | 68,01169,254 | −1,243−1.8% | $682.2 萬$624.7 萬 | −$12.5 萬 | 0.4%0.4% | +0.02 |
| WMTWalmart Inc. | 加碼歷史 | 75,02373,288 | +1,735+2.4% | $658.6 萬$662.2 萬 | +$15.2 萬 | 0.4%0.4% | −0.01 |
| VVisa Inc. | 加碼歷史 | 18,74618,014 | +732+4.1% | $657.0 萬$569.3 萬 | +$25.7 萬 | 0.4%0.3% | +0.04 |
| Dimensional ETF Trust25434V831 | 加碼– | 195,428175,791 | +19,637+11.2% | $647.6 萬$594.0 萬 | +$65.1 萬 | 0.4%0.3% | +0.02 |
| Vanguard High Dividend Yield Index ETF921946406 | 加碼– | 47,77327,222 | +20,551+75.5% | $616.1 萬$347.3 萬 | +$265.0 萬 | 0.3%0.2% | +0.14 |
| CRWDCrowdStrike Holdings, Inc. | 加碼歷史 | 17,36416,685 | +679+4.1% | $612.2 萬$570.9 萬 | +$23.9 萬 | 0.3%0.3% | +0.02 |
| COSTCostco Wholesale Corp | 減碼歷史 | 6,05110,726 | −4,675−43.6% | $572.3 萬$982.7 萬 | −$442.2 萬 | 0.3%0.6% | −0.24 |
| Dimensional ETF Trust25434V401 | 減碼– | 93,02494,073 | −1,049−1.1% | $562.6 萬$599.7 萬 | −$6.34 萬 | 0.3%0.3% | −0.03 |
| Vanguard Total Bond Market ETF921937835 | 加碼– | 72,74721,574 | +51,173+237.2% | $534.3 萬$155.1 萬 | +$375.9 萬 | 0.3%0.1% | +0.21 |
| Dimensional ETF Trust25434V724 | 不變– | 125,781125,781 | 00.0% | $518.3 萬$514.7 萬 | $0 | 0.3%0.3% | 0.00 |
| DHIHorton D R Inc | 加碼歷史 | 40,58138,931 | +1,650+4.2% | $515.9 萬$544.3 萬 | +$21.0 萬 | 0.3%0.3% | −0.02 |
| Dimensional ETF Trust25434V658 | 加碼– | 196,23457,981 | +138,253+238.4% | $515.3 萬$148.1 萬 | +$363.1 萬 | 0.3%0.1% | +0.20 |
| Northern LTS FD Tr IV66538H419 | 加碼– | 167,032158,304 | +8,728+5.5% | $513.5 萬$459.1 萬 | +$26.8 萬 | 0.3%0.3% | +0.02 |
| iShares Russell 1000 Growth ETF464287614 | 減碼– | 13,99315,956 | −1,963−12.3% | $505.3 萬$640.8 萬 | −$70.9 萬 | 0.3%0.4% | −0.08 |
| iShares Tr46429B655 | 加碼– | 98,48183,819 | +14,662+17.5% | $502.7 萬$426.5 萬 | +$74.8 萬 | 0.3%0.2% | +0.04 |
| Dimensional U.S. Small Cap ETF25434V500 | 加碼– | 80,78871,649 | +9,139+12.8% | $482.7 萬$466.3 萬 | +$54.6 萬 | 0.3%0.3% | 0.00 |
| Vanguard World FD921910840 | 減碼– | 37,13338,858 | −1,725−4.4% | $478.4 萬$485.4 萬 | −$22.2 萬 | 0.3%0.3% | −0.01 |
| American Centy ETF Tr025072703 | 加碼– | 71,94565,546 | +6,399+9.8% | $476.8 萬$402.3 萬 | +$42.4 萬 | 0.3%0.2% | +0.04 |
| NFLXNetflix Inc | 加碼歷史 | 5,1104,445 | +665+15.0% | $476.6 萬$396.2 萬 | +$62.0 萬 | 0.3%0.2% | +0.04 |
| Vanguard World FD921910816 | 減碼– | 15,20515,336 | −131−0.9% | $469.7 萬$526.7 萬 | −$4.05 萬 | 0.3%0.3% | −0.04 |
| AHRAmerican Healthcare REIT, Inc. | 減碼歷史 | 145,517149,161 | −3,644−2.4% | $440.9 萬$423.9 萬 | −$11.0 萬 | 0.2%0.2% | 0.00 |
| PIMCO ETF Tr72201R585 | 加碼– | 167,21378,482 | +88,731+113.1% | $440.6 萬$203.4 萬 | +$233.8 萬 | 0.2%0.1% | +0.13 |
| FANGDiamondback Energy, Inc. | 加碼歷史 | 27,47921,485 | +5,994+27.9% | $439.3 萬$352.0 萬 | +$95.8 萬 | 0.2%0.2% | +0.04 |
| XOMExxonMobil Holdings Corp | 加碼歷史 | 36,18331,721 | +4,462+14.1% | $430.3 萬$341.2 萬 | +$53.1 萬 | 0.2%0.2% | +0.04 |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | 加碼– | 26,03925,515 | +524+2.1% | $418.0 萬$412.8 萬 | +$8.41 萬 | 0.2%0.2% | 0.00 |
| LLYEli Lilly & Co | 加碼歷史 | 5,0424,043 | +999+24.7% | $416.5 萬$312.1 萬 | +$82.5 萬 | 0.2%0.2% | +0.05 |
| Vanguard Total World Stock ETF922042742 | 加碼– | 35,70831,401 | +4,307+13.7% | $414.0 萬$368.9 萬 | +$49.9 萬 | 0.2%0.2% | +0.02 |
| Dimensional ETF Trust25434V807 | 減碼– | 103,563103,583 | −200.0% | $407.6 萬$367.5 萬 | −$787.2 | 0.2%0.2% | +0.02 |
| PANWPalo Alto Networks Inc | 加碼歷史 | 23,79322,870 | +923+4.0% | $406.0 萬$416.1 萬 | +$15.7 萬 | 0.2%0.2% | −0.01 |
| Invesco QQQ Trust Series I46090E103 | 減碼– | 8,5499,321 | −772−8.3% | $400.9 萬$476.5 萬 | −$36.2 萬 | 0.2%0.3% | −0.05 |
| BRK.ABerkshire Hathaway Inc | 減碼歷史 | 57 | −2−28.6% | $399.2 萬$476.6 萬 | −$159.7 萬 | 0.2%0.3% | −0.05 |
| LKQLKQ Corp | 加碼歷史 | 93,64491,086 | +2,558+2.8% | $398.4 萬$334.7 萬 | +$10.9 萬 | 0.2%0.2% | +0.03 |
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。