EverSource Wealth Advisors, LLC
- SEC CIK
- 0001710537
- 最新申報
- 2026/7/24
2025 年第 1 季到 2025 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
- 409 檔
- 估計 +$6,873 萬
- 加碼
- 2,756 檔
- 估計 +$2.81 億
- 減碼
- 743 檔
- 估計 −$1.06 億
- 清倉
- 177 檔
- 估計 −$888.8 萬
總值從 $18.2 億變成 $22.1 億（+$3.93 億 (+21.6%)），持股從 4,009 檔變成 4,241 檔（+232）。
2025 年第 2 季全部持倉2025 年第 1 季全部持倉
股數、市值、佔組合 % 每一格上面是 2025 年第 2 季，下面灰字是 2025 年第 1 季。兩季之間拆股的股票，2025 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 Morningstar Growth ETF922908736 | 加碼– | 174,226167,345 | +6,881+4.1% | $7,638 萬$6,206 萬 | +$301.7 萬 | 3.5%3.4% | +0.04 |
| Vanguard Ftse Developed Markets ETF921943858 | 減碼– | 1,104,6931,184,828 | −80,135−6.8% | $6,298 萬$6,022 萬 | −$456.8 萬 | 2.8%3.3% | −0.46 |
| Vanguard Morningstar Value ETF922908744 | 加碼– | 325,725311,989 | +13,736+4.4% | $5,757 萬$5,389 萬 | +$242.8 萬 | 2.6%3.0% | −0.36 |
| IAUiShares Gold Trust | 加碼歷史 | 732,123713,233 | +18,890+2.6% | $4,566 萬$4,205 萬 | +$117.8 萬 | 2.1%2.3% | −0.25 |
| NVDANVIDIA Corp | 加碼歷史 | 232,778202,002 | +30,776+15.2% | $3,678 萬$2,189 萬 | +$486.2 萬 | 1.7%1.2% | +0.46 |
| AAPLApple Inc. | 減碼歷史 | 177,873201,896 | −24,023−11.9% | $3,649 萬$4,485 萬 | −$492.9 萬 | 1.6%2.5% | −0.82 |
| FBTCFidelity Wise Origin Bitcoin Fund | 加碼歷史 | 383,065362,016 | +21,049+5.8% | $3,600 萬$2,605 萬 | +$197.8 萬 | 1.6%1.4% | +0.20 |
| MSFTMicrosoft Corp | 加碼歷史 | 64,82161,855 | +2,966+4.8% | $3,224 萬$2,322 萬 | +$147.5 萬 | 1.5%1.3% | +0.18 |
| Praxis FDS74006E744 | 新進– | 1,041,0210 | +1,041,021 | $2,950 萬$0 | +$2,950 萬 | 1.3%0.0% | +1.33 |
| Praxis FDS74006E736 | 新進– | 853,2030 | +853,203 | $2,801 萬$0 | +$2,801 萬 | 1.3%0.0% | +1.27 |
| Vanguard S&P 500 ETF922908363 | 減碼– | 48,59250,011 | −1,419−2.8% | $2,760 萬$2,570 萬 | −$80.6 萬 | 1.2%1.4% | −0.16 |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | 加碼– | 296,672290,250 | +6,422+2.2% | $2,721 萬$2,662 萬 | +$58.9 萬 | 1.2%1.5% | −0.23 |
| Vanguard Morningstar Total Stock Market ETF922908769 | 加碼– | 86,79572,433 | +14,362+19.8% | $2,638 萬$1,991 萬 | +$436.5 萬 | 1.2%1.1% | +0.10 |
| Vanguard Short-Term Bond ETF921937827 | 減碼– | 332,107337,421 | −5,314−1.6% | $2,614 萬$2,641 萬 | −$41.8 萬 | 1.2%1.5% | −0.27 |
| AVGOBroadcom Inc. | 加碼歷史 | 94,34587,202 | +7,143+8.2% | $2,601 萬$1,460 萬 | +$196.9 萬 | 1.2%0.8% | +0.37 |
| Elevation Series Trust210322202 | 加碼– | 851,892787,432 | +64,460+8.2% | $2,569 萬$2,340 萬 | +$194.4 萬 | 1.2%1.3% | −0.12 |
| AMZNAmazon Com Inc | 減碼歷史 | 116,685121,158 | −4,473−3.7% | $2,560 萬$2,305 萬 | −$98.1 萬 | 1.2%1.3% | −0.11 |
| Dimensional U.S. Core Equity 2 ETF25434V708 | 加碼– | 696,150563,146 | +133,004+23.6% | $2,495 萬$1,858 萬 | +$476.7 萬 | 1.1%1.0% | +0.11 |
| TSLATesla, Inc. | 加碼歷史 | 78,33377,530 | +803+1.0% | $2,488 萬$2,009 萬 | +$25.5 萬 | 1.1%1.1% | +0.02 |
| PLTRPalantir Technologies Inc. | 加碼歷史 | 180,274178,637 | +1,637+0.9% | $2,458 萬$1,508 萬 | +$22.3 萬 | 1.1%0.8% | +0.28 |
| Pacer US Cash Cows 100 ETF69374H881 | 減碼– | 403,836437,187 | −33,351−7.6% | $2,225 萬$2,394 萬 | −$183.8 萬 | 1.0%1.3% | −0.31 |
| Vanguard Dividend Appreciation ETF921908844 | 減碼– | 107,971116,244 | −8,273−7.1% | $2,210 萬$2,255 萬 | −$169.3 萬 | 1.0%1.2% | −0.24 |
| Vanguard Ftse Emerging Markets ETF922042858 | 減碼– | 431,929466,495 | −34,566−7.4% | $2,136 萬$2,111 萬 | −$171.0 萬 | 1.0%1.2% | −0.19 |
| Vanguard Scottsdale FDS92206C409 | 加碼– | 241,092239,138 | +1,954+0.8% | $1,917 萬$1,888 萬 | +$15.5 萬 | 0.9%1.0% | −0.17 |
| Vanguard Total International Bond ETF92203J407 | 加碼– | 373,805369,124 | +4,681+1.3% | $1,851 萬$1,802 萬 | +$23.2 萬 | 0.8%1.0% | −0.15 |
| PGRProgressive Corp | 加碼歷史 | 66,76166,070 | +691+1.0% | $1,782 萬$1,870 萬 | +$18.4 萬 | 0.8%1.0% | −0.22 |
| GOOGLAlphabet Inc. | 減碼歷史 | 100,834106,192 | −5,358−5.0% | $1,777 萬$1,642 萬 | −$94.4 萬 | 0.8%0.9% | −0.10 |
| iShares Core S&P 500 ETF464287200 | 加碼– | 28,28626,675 | +1,611+6.0% | $1,756 萬$1,499 萬 | +$100.0 萬 | 0.8%0.8% | −0.03 |
| Invesco Exch Traded FD Tr II46138G698 | 加碼– | 154,058143,687 | +10,371+7.2% | $1,607 萬$1,427 萬 | +$108.2 萬 | 0.7%0.8% | −0.06 |
| iShares Core Dividend Growth ETF46434V621 | 加碼– | 238,943200,510 | +38,433+19.2% | $1,528 萬$1,239 萬 | +$245.7 萬 | 0.7%0.7% | +0.01 |
| Pgim ETF Tr69344A834 | 加碼– | 294,821245,892 | +48,929+19.9% | $1,517 萬$1,262 萬 | +$251.7 萬 | 0.7%0.7% | −0.01 |
| METAMeta Platforms, Inc. | 加碼歷史 | 20,46617,938 | +2,528+14.1% | $1,511 萬$1,034 萬 | +$186.6 萬 | 0.7%0.6% | +0.11 |
| Invesco QQQ Trust Series I46090E103 | 加碼– | 26,3648,549 | +17,815+208.4% | $1,454 萬$400.9 萬 | +$982.7 萬 | 0.7%0.2% | +0.44 |
| Capital Group Core Equity Et14020V108 | 加碼– | 382,889322,146 | +60,743+18.9% | $1,414 萬$1,076 萬 | +$224.3 萬 | 0.6%0.6% | +0.05 |
| SPYSPDR S&P 500 ETF Trust | 減碼歷史 | 22,23627,023 | −4,787−17.7% | $1,374 萬$1,512 萬 | −$295.8 萬 | 0.6%0.8% | −0.21 |
| Vanguard Morningstar Small-Cap ETF922908751 | 加碼– | 57,74356,198 | +1,545+2.7% | $1,368 萬$1,246 萬 | +$36.6 萬 | 0.6%0.7% | −0.07 |
| KKRKKR & Co. Inc. | 加碼歷史 | 100,39197,564 | +2,827+2.9% | $1,336 萬$1,128 萬 | +$37.6 萬 | 0.6%0.6% | −0.02 |
| MSTRStrategy Inc | 加碼歷史 | 32,69132,088 | +603+1.9% | $1,321 萬$925.0 萬 | +$24.4 萬 | 0.6%0.5% | +0.09 |
| Capital Group Intl Focus EQT14019W109 | 加碼– | 476,785402,935 | +73,850+18.3% | $1,294 萬$986.4 萬 | +$200.4 萬 | 0.6%0.5% | +0.04 |
| iShares MSCI Eafe ETF464287465 | 加碼– | 140,807128,286 | +12,521+9.8% | $1,259 萬$1,048 萬 | +$111.9 萬 | 0.6%0.6% | −0.01 |
| Ea Series Trust02072L532 | 加碼– | 609,278599,119 | +10,159+1.7% | $1,242 萬$1,165 萬 | +$20.7 萬 | 0.6%0.6% | −0.08 |
| Dimensional ETF Trust25434V799 | 加碼– | 389,663345,956 | +43,707+12.6% | $1,211 萬$960.7 萬 | +$135.9 萬 | 0.5%0.5% | +0.02 |
| Vanguard Whitehall FDS921946810 | 減碼– | 133,300251,150 | −117,850−46.9% | $1,201 萬$2,083 萬 | −$1,062 萬 | 0.5%1.1% | −0.60 |
| CRHCRH Public Ltd Co | 加碼歷史 | 126,678116,849 | +9,829+8.4% | $1,163 萬$1,028 萬 | +$90.2 萬 | 0.5%0.6% | −0.04 |
| iShares Tr464288588 | 減碼– | 115,149118,638 | −3,489−2.9% | $1,081 萬$1,113 萬 | −$32.8 萬 | 0.5%0.6% | −0.12 |
| AZOAutoZone Inc | 加碼歷史 | 2,8832,785 | +98+3.5% | $1,070 萬$1,062 萬 | +$36.4 萬 | 0.5%0.6% | −0.10 |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | 加碼– | 112,156102,620 | +9,536+9.3% | $1,069 萬$824.8 萬 | +$90.9 萬 | 0.5%0.5% | +0.03 |
| Vanguard Scottsdale FDS92206C706 | 加碼– | 175,449174,847 | +602+0.3% | $1,049 萬$1,039 萬 | +$3.60 萬 | 0.5%0.6% | −0.10 |
| Vanguard Instl Index FD922040845 | 加碼– | 138,1108,753 | +129,357+1,477.9% | $1,043 萬$66.0 萬 | +$977.3 萬 | 0.5%<0.1% | +0.44 |
| Vanguard Mortgage-Backed Securities ETF92206C771 | 減碼– | 219,277222,233 | −2,956−1.3% | $1,016 萬$1,029 萬 | −$13.7 萬 | 0.5%0.6% | −0.11 |
| J P Morgan Exchange Traded F46641Q332 | 減碼– | 177,380185,345 | −7,965−4.3% | $1,008 萬$1,059 萬 | −$45.3 萬 | 0.5%0.6% | −0.13 |
| Capital Group Growth ETF14020G101 | 加碼– | 247,893207,756 | +40,137+19.3% | $1,008 萬$711.6 萬 | +$163.2 萬 | 0.5%0.4% | +0.06 |
| AMATApplied Materials Inc | 加碼歷史 | 54,78752,967 | +1,820+3.4% | $1,003 萬$768.7 萬 | +$33.3 萬 | 0.5%0.4% | +0.03 |
| BRK.BBerkshire Hathaway Inc | 加碼歷史 | 20,25213,894 | +6,358+45.8% | $983.8 萬$740.0 萬 | +$308.8 萬 | 0.4%0.4% | +0.04 |
| JPMJPMorgan Chase & Co | 加碼歷史 | 33,69132,706 | +985+3.0% | $976.8 萬$802.3 萬 | +$28.6 萬 | 0.4%0.4% | 0.00 |
| Capital Grp Fixed Incm ETF T14020Y102 | 加碼– | 424,878405,631 | +19,247+4.7% | $956.0 萬$910.6 萬 | +$43.3 萬 | 0.4%0.5% | −0.07 |
| HDHome Depot, Inc. | 減碼歷史 | 25,73729,236 | −3,499−12.0% | $943.7 萬$1,072 萬 | −$128.3 萬 | 0.4%0.6% | −0.16 |
| ASMLASML Holding NV | 減碼歷史 | 11,67412,241 | −567−4.6% | $935.6 萬$811.1 萬 | −$45.4 萬 | 0.4%0.4% | −0.02 |
| Vanguard Intermediate-Term Bond ETF921937819 | 減碼– | 116,406118,791 | −2,385−2.0% | $900.3 萬$909.6 萬 | −$18.4 萬 | 0.4%0.5% | −0.09 |
| Vanguard Scottsdale FDS92206C102 | 加碼– | 152,978121,493 | +31,485+25.9% | $899.2 萬$713.0 萬 | +$185.1 萬 | 0.4%0.4% | +0.01 |
| Dimensional ETF Trust25434V625 | 減碼– | 132,141139,625 | −7,484−5.4% | $883.4 萬$856.3 萬 | −$50.0 萬 | 0.4%0.5% | −0.07 |
| GOOGAlphabet Inc. | 加碼歷史 | 49,41148,189 | +1,222+2.5% | $876.5 萬$752.9 萬 | +$21.7 萬 | 0.4%0.4% | −0.02 |
| Goldman Sachs ETF Tr381430107 | 加碼– | 220,359215,072 | +5,287+2.5% | $873.9 萬$766.7 萬 | +$21.0 萬 | 0.4%0.4% | −0.03 |
| Dimensional ETF Trust25434V831 | 加碼– | 237,070195,428 | +41,642+21.3% | $843.0 萬$647.6 萬 | +$148.1 萬 | 0.4%0.4% | +0.03 |
| HOODRobinhood Markets, Inc. | 加碼歷史 | 89,9862,515 | +87,471+3,478.0% | $842.5 萬$10.5 萬 | +$819.0 萬 | 0.4%<0.1% | +0.38 |
| CRWDCrowdStrike Holdings, Inc. | 減碼歷史 | 16,35017,364 | −1,014−5.8% | $832.7 萬$612.2 萬 | −$51.6 萬 | 0.4%0.3% | +0.04 |
| BXBlackstone Inc. | 加碼歷史 | 54,39253,488 | +904+1.7% | $813.6 萬$747.7 萬 | +$13.5 萬 | 0.4%0.4% | −0.04 |
| Vanguard BD Index FDS921937793 | 減碼– | 113,983114,832 | −849−0.7% | $792.6 萬$808.6 萬 | −$5.90 萬 | 0.4%0.4% | −0.09 |
| ETF Opportunities Trust26923N397 | 加碼– | 297,019291,830 | +5,189+1.8% | $761.0 萬$703.3 萬 | +$13.3 萬 | 0.3%0.4% | −0.04 |
| PFNPIMCO Income Strategy Fund II | 加碼歷史 | 1,016,0151,001,543 | +14,472+1.4% | $750.8 萬$755.2 萬 | +$10.7 萬 | 0.3%0.4% | −0.08 |
| WMTWalmart Inc. | 加碼歷史 | 76,57975,023 | +1,556+2.1% | $748.8 萬$658.6 萬 | +$15.2 萬 | 0.3%0.4% | −0.02 |
| Dimensional ETF Trust25434V864 | 加碼– | 155,26633,454 | +121,812+364.1% | $745.4 萬$159.0 萬 | +$584.8 萬 | 0.3%0.1% | +0.25 |
| PIMCO ETF Tr72201R585 | 加碼– | 280,615167,213 | +113,402+67.8% | $744.8 萬$440.6 萬 | +$301.0 萬 | 0.3%0.2% | +0.09 |
| Dimensional ETF Trust25434V724 | 加碼– | 173,672125,781 | +47,891+38.1% | $734.3 萬$518.3 萬 | +$202.5 萬 | 0.3%0.3% | +0.05 |
| NFLXNetflix Inc | 加碼歷史 | 5,3655,110 | +255+5.0% | $718.5 萬$476.6 萬 | +$34.1 萬 | 0.3%0.3% | +0.06 |
| RBARB Global Inc. | 減碼歷史 | 67,64068,011 | −371−0.5% | $718.3 萬$682.2 萬 | −$3.94 萬 | 0.3%0.4% | −0.05 |
| VVisa Inc. | 加碼歷史 | 18,76218,746 | +16+0.1% | $666.2 萬$657.0 萬 | +$5,680.87 | 0.3%0.4% | −0.06 |
| GPKGraphic Packaging Holding Co | 加碼歷史 | 315,828307,723 | +8,105+2.6% | $665.4 萬$798.8 萬 | +$17.1 萬 | 0.3%0.4% | −0.14 |
| Vanguard Total Bond Market ETF921937835 | 加碼– | 89,19072,747 | +16,443+22.6% | $656.7 萬$534.3 萬 | +$121.1 萬 | 0.3%0.3% | 0.00 |
| CVXChevron Corp | 減碼歷史 | 45,19965,400 | −20,201−30.9% | $647.2 萬$1,094 萬 | −$289.3 萬 | 0.3%0.6% | −0.31 |
| Vanguard High Dividend Yield Index ETF921946406 | 加碼– | 47,93447,773 | +161+0.3% | $639.0 萬$616.1 萬 | +$2.15 萬 | 0.3%0.3% | −0.05 |
| AMHAmerican Homes 4 Rent | 減碼歷史 | 172,745185,346 | −12,601−6.8% | $623.1 萬$700.8 萬 | −$45.5 萬 | 0.3%0.4% | −0.10 |
| FANGDiamondback Energy, Inc. | 加碼歷史 | 45,26927,479 | +17,790+64.7% | $622.0 萬$439.3 萬 | +$244.4 萬 | 0.3%0.2% | +0.04 |
| AMGNAmgen Inc | 減碼歷史 | 22,06830,547 | −8,479−27.8% | $616.2 萬$951.7 萬 | −$236.7 萬 | 0.3%0.5% | −0.24 |
| Dimensional ETF Trust25434V401 | 減碼– | 91,00793,024 | −2,017−2.2% | $609.9 萬$562.6 萬 | −$13.5 萬 | 0.3%0.3% | −0.03 |
| American Centy ETF Tr025072703 | 加碼– | 78,80271,945 | +6,857+9.5% | $583.2 萬$476.8 萬 | +$50.7 萬 | 0.3%0.3% | 0.00 |
| Dimensional U.S. Small Cap ETF25434V500 | 加碼– | 89,83680,788 | +9,048+11.2% | $572.3 萬$482.7 萬 | +$57.6 萬 | 0.3%0.3% | −0.01 |
| COSTCostco Wholesale Corp | 減碼歷史 | 5,6826,051 | −369−6.1% | $562.4 萬$572.3 萬 | −$36.5 萬 | 0.3%0.3% | −0.06 |
| Northern LTS FD Tr IV66538H419 | 減碼– | 161,430167,032 | −5,602−3.4% | $553.2 萬$513.5 萬 | −$19.2 萬 | 0.3%0.3% | −0.03 |
| DHIHorton D R Inc | 加碼歷史 | 42,63040,581 | +2,049+5.0% | $549.6 萬$515.9 萬 | +$26.4 萬 | 0.2%0.3% | −0.04 |
| iShares Tr46429B655 | 加碼– | 105,32198,481 | +6,840+6.9% | $537.3 萬$502.7 萬 | +$34.9 萬 | 0.2%0.3% | −0.03 |
| PANWPalo Alto Networks Inc | 加碼歷史 | 26,00323,793 | +2,210+9.3% | $532.1 萬$406.0 萬 | +$45.2 萬 | 0.2%0.2% | +0.02 |
| Vanguard World FD921910816 | 減碼– | 14,21515,205 | −990−6.5% | $520.5 萬$469.7 萬 | −$36.3 萬 | 0.2%0.3% | −0.02 |
| KEXKirby Corp | 加碼歷史 | 45,46134,704 | +10,757+31.0% | $515.6 萬$350.5 萬 | +$122.0 萬 | 0.2%0.2% | +0.04 |
| Dimensional ETF Trust25434V658 | 減碼– | 190,522196,234 | −5,712−2.9% | $511.2 萬$515.3 萬 | −$15.3 萬 | 0.2%0.3% | −0.05 |
| Vanguard Total World Stock ETF922042742 | 加碼– | 39,73535,708 | +4,027+11.3% | $510.7 萬$414.0 萬 | +$51.8 萬 | 0.2%0.2% | 0.00 |
| Dimensional ETF Trust25434V807 | 加碼– | 118,048103,563 | +14,485+14.0% | $505.6 萬$407.6 萬 | +$62.0 萬 | 0.2%0.2% | 0.00 |
| Dimensional ETF Trust25434V872 | 加碼– | 118,77542,571 | +76,204+179.0% | $501.9 萬$179.1 萬 | +$322.0 萬 | 0.2%0.1% | +0.13 |
| Vanguard World FD921910840 | 減碼– | 36,92337,133 | −210−0.6% | $484.4 萬$478.4 萬 | −$2.76 萬 | 0.2%0.3% | −0.04 |
| LLYEli Lilly & Co | 加碼歷史 | 6,1205,042 | +1,078+21.4% | $477.1 萬$416.5 萬 | +$84.0 萬 | 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。