EverSource Wealth Advisors, LLC
- SEC CIK
- 0001710537
- 最新申報
- 2026/7/24
2025 年第 2 季到 2025 年第 3 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
- 272 檔
- 估計 +$1,598 萬
- 加碼
- 1,951 檔
- 估計 +$2.21 億
- 減碼
- 1,600 檔
- 估計 −$7,862 萬
- 清倉
- 194 檔
- 估計 −$764.7 萬
總值從 $22.1 億變成 $25.3 億（+$3.14 億 (+14.2%)），持股從 4,241 檔變成 4,319 檔（+78）。
2025 年第 3 季全部持倉2025 年第 2 季全部持倉
股數、市值、佔組合 % 每一格上面是 2025 年第 3 季，下面灰字是 2025 年第 2 季。兩季之間拆股的股票，2025 年第 2 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– | 179,714174,226 | +5,488+3.1% | $8,619 萬$7,638 萬 | +$263.2 萬 | 3.4%3.5% | −0.04 |
| Vanguard Ftse Developed Markets ETF921943858 | 減碼– | 1,072,4091,104,693 | −32,284−2.9% | $6,426 萬$6,298 萬 | −$193.4 萬 | 2.5%2.8% | −0.30 |
| Vanguard Morningstar Value ETF922908744 | 加碼– | 329,165325,725 | +3,440+1.1% | $6,139 萬$5,757 萬 | +$64.2 萬 | 2.4%2.6% | −0.17 |
| IAUiShares Gold Trust | 減碼歷史 | 729,330732,123 | −2,793−0.4% | $5,307 萬$4,566 萬 | −$20.3 萬 | 2.1%2.1% | +0.04 |
| AAPLApple Inc. | 加碼歷史 | 181,625177,873 | +3,752+2.1% | $4,625 萬$3,649 萬 | +$95.5 萬 | 1.8%1.6% | +0.18 |
| NVDANVIDIA Corp | 加碼歷史 | 237,372232,778 | +4,594+2.0% | $4,429 萬$3,678 萬 | +$85.7 萬 | 1.8%1.7% | +0.09 |
| FBTCFidelity Wise Origin Bitcoin Fund | 加碼歷史 | 395,574383,065 | +12,509+3.3% | $3,948 萬$3,600 萬 | +$124.9 萬 | 1.6%1.6% | −0.06 |
| Praxis FDS74006E736 | 加碼– | 1,034,703853,203 | +181,500+21.3% | $3,704 萬$2,801 萬 | +$649.8 萬 | 1.5%1.3% | +0.20 |
| Praxis FDS74006E744 | 加碼– | 1,236,1551,041,021 | +195,134+18.7% | $3,668 萬$2,950 萬 | +$579.1 萬 | 1.5%1.3% | +0.12 |
| MSFTMicrosoft Corp | 加碼歷史 | 66,66164,821 | +1,840+2.8% | $3,453 萬$3,224 萬 | +$95.3 萬 | 1.4%1.5% | −0.09 |
| TSLATesla, Inc. | 減碼歷史 | 77,51678,333 | −817−1.0% | $3,447 萬$2,488 萬 | −$36.3 萬 | 1.4%1.1% | +0.24 |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | 加碼– | 363,192296,672 | +66,520+22.4% | $3,332 萬$2,721 萬 | +$610.3 萬 | 1.3%1.2% | +0.09 |
| Vanguard Morningstar Total Stock Market ETF922908769 | 加碼– | 94,78586,795 | +7,990+9.2% | $3,111 萬$2,638 萬 | +$262.2 萬 | 1.2%1.2% | +0.04 |
| AVGOBroadcom Inc. | 減碼歷史 | 93,22194,345 | −1,124−1.2% | $3,075 萬$2,601 萬 | −$37.1 萬 | 1.2%1.2% | +0.04 |
| PLTRPalantir Technologies Inc. | 減碼歷史 | 167,391180,274 | −12,883−7.1% | $3,054 萬$2,458 萬 | −$235.0 萬 | 1.2%1.1% | +0.10 |
| Vanguard S&P 500 ETF922908363 | 減碼– | 48,38448,592 | −208−0.4% | $2,963 萬$2,760 萬 | −$12.7 萬 | 1.2%1.2% | −0.07 |
| Dimensional U.S. Core Equity 2 ETF25434V708 | 加碼– | 733,602696,150 | +37,452+5.4% | $2,830 萬$2,495 萬 | +$144.5 萬 | 1.1%1.1% | −0.01 |
| Pacer US Cash Cows 100 ETF69374H881 | 加碼– | 489,331403,836 | +85,495+21.2% | $2,812 萬$2,225 萬 | +$491.3 萬 | 1.1%1.0% | +0.11 |
| Vanguard Short-Term Bond ETF921937827 | 加碼– | 354,912332,107 | +22,805+6.9% | $2,801 萬$2,614 萬 | +$180.0 萬 | 1.1%1.2% | −0.07 |
| APOApollo Global Management, Inc. | 加碼歷史 | 200,767738 | +200,029+27,104.2% | $2,676 萬$10.5 萬 | +$2,666 萬 | 1.1%<0.1% | +1.05 |
| AMZNAmazon Com Inc | 加碼歷史 | 119,367116,685 | +2,682+2.3% | $2,621 萬$2,560 萬 | +$58.9 萬 | 1.0%1.2% | −0.12 |
| Vanguard Dividend Appreciation ETF921908844 | 加碼– | 118,664107,971 | +10,693+9.9% | $2,561 萬$2,210 萬 | +$230.7 萬 | 1.0%1.0% | +0.01 |
| GOOGLAlphabet Inc. | 加碼歷史 | 104,019100,834 | +3,185+3.2% | $2,529 萬$1,777 萬 | +$77.4 萬 | 1.0%0.8% | +0.20 |
| Vanguard Ftse Emerging Markets ETF922042858 | 減碼– | 424,354431,929 | −7,575−1.8% | $2,299 萬$2,136 萬 | −$41.0 萬 | 0.9%1.0% | −0.06 |
| Elevation Series Trust210322202 | 減碼– | 742,860851,892 | −109,032−12.8% | $2,250 萬$2,569 萬 | −$330.2 萬 | 0.9%1.2% | −0.27 |
| iShares Core S&P 500 ETF464287200 | 加碼– | 32,85928,286 | +4,573+16.2% | $2,199 萬$1,756 萬 | +$306.1 萬 | 0.9%0.8% | +0.08 |
| Vanguard Scottsdale FDS92206C409 | 減碼– | 234,925241,092 | −6,167−2.6% | $1,878 萬$1,917 萬 | −$49.3 萬 | 0.7%0.9% | −0.12 |
| Vanguard Total International Bond ETF92203J407 | 加碼– | 376,164373,805 | +2,359+0.6% | $1,861 萬$1,851 萬 | +$11.7 萬 | 0.7%0.8% | −0.10 |
| iShares Core Dividend Growth ETF46434V621 | 加碼– | 254,232238,943 | +15,289+6.4% | $1,731 萬$1,528 萬 | +$104.1 萬 | 0.7%0.7% | −0.01 |
| Invesco Exch Traded FD Tr II46138G698 | 加碼– | 155,279154,058 | +1,221+0.8% | $1,718 萬$1,607 萬 | +$13.5 萬 | 0.7%0.7% | −0.05 |
| Capital Group Core Equity Et14020V108 | 加碼– | 430,337382,889 | +47,448+12.4% | $1,702 萬$1,414 萬 | +$187.6 萬 | 0.7%0.6% | +0.03 |
| PGRProgressive Corp | 加碼歷史 | 68,08266,761 | +1,321+2.0% | $1,681 萬$1,782 萬 | +$32.6 萬 | 0.7%0.8% | −0.14 |
| METAMeta Platforms, Inc. | 加碼歷史 | 21,60320,466 | +1,137+5.6% | $1,586 萬$1,511 萬 | +$83.5 萬 | 0.6%0.7% | −0.05 |
| Vanguard Instl Index FD922040845 | 加碼– | 207,235138,110 | +69,125+50.1% | $1,567 萬$1,043 萬 | +$522.7 萬 | 0.6%0.5% | +0.15 |
| ASMLASML Holding NV | 加碼歷史 | 16,06011,674 | +4,386+37.6% | $1,555 萬$935.6 萬 | +$424.6 萬 | 0.6%0.4% | +0.19 |
| Invesco QQQ Trust Series I46090E103 | 減碼– | 25,59326,364 | −771−2.9% | $1,537 萬$1,454 萬 | −$46.3 萬 | 0.6%0.7% | −0.05 |
| CRHCRH Public Ltd Co | 加碼歷史 | 127,432126,678 | +754+0.6% | $1,528 萬$1,163 萬 | +$9.04 萬 | 0.6%0.5% | +0.08 |
| Capital Group Intl Focus EQT14019W109 | 加碼– | 511,251476,785 | +34,466+7.2% | $1,514 萬$1,294 萬 | +$102.1 萬 | 0.6%0.6% | +0.01 |
| Pgim ETF Tr69344A834 | 減碼– | 289,474294,821 | −5,347−1.8% | $1,491 萬$1,517 萬 | −$27.5 萬 | 0.6%0.7% | −0.10 |
| Vanguard Morningstar Small-Cap ETF922908751 | 減碼– | 56,79157,743 | −952−1.6% | $1,444 萬$1,368 萬 | −$24.2 萬 | 0.6%0.6% | −0.05 |
| Dimensional ETF Trust25434V799 | 加碼– | 435,390389,663 | +45,727+11.7% | $1,428 萬$1,211 萬 | +$149.9 萬 | 0.6%0.5% | +0.02 |
| iShares MSCI Eafe ETF464287465 | 加碼– | 150,663140,807 | +9,856+7.0% | $1,407 萬$1,259 萬 | +$92.0 萬 | 0.6%0.6% | −0.01 |
| Ea Series Trust02072L532 | 加碼– | 617,070609,278 | +7,792+1.3% | $1,398 萬$1,242 萬 | +$17.6 萬 | 0.6%0.6% | −0.01 |
| SPYSPDR S&P 500 ETF Trust | 減碼歷史 | 20,47522,236 | −1,761−7.9% | $1,364 萬$1,374 萬 | −$117.3 萬 | 0.5%0.6% | −0.08 |
| KKRKKR & Co. Inc. | 加碼歷史 | 101,291100,391 | +900+0.9% | $1,316 萬$1,336 萬 | +$11.7 萬 | 0.5%0.6% | −0.08 |
| HOODRobinhood Markets, Inc. | 加碼歷史 | 90,65689,986 | +670+0.7% | $1,298 萬$842.5 萬 | +$9.59 萬 | 0.5%0.4% | +0.13 |
| AZOAutoZone Inc | 加碼歷史 | 2,8882,883 | +5+0.2% | $1,239 萬$1,070 萬 | +$2.14 萬 | 0.5%0.5% | +0.01 |
| Vanguard Scottsdale FDS92206C706 | 加碼– | 205,215175,449 | +29,766+17.0% | $1,232 萬$1,049 萬 | +$178.7 萬 | 0.5%0.5% | +0.01 |
| American Centy ETF Tr025072703 | 加碼– | 155,58778,802 | +76,785+97.4% | $1,228 萬$583.2 萬 | +$605.8 萬 | 0.5%0.3% | +0.22 |
| GOOGAlphabet Inc. | 加碼歷史 | 49,68349,411 | +272+0.6% | $1,210 萬$876.5 萬 | +$6.62 萬 | 0.5%0.4% | +0.08 |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | 加碼– | 114,940112,156 | +2,784+2.5% | $1,201 萬$1,069 萬 | +$29.1 萬 | 0.5%0.5% | −0.01 |
| Capital Group Growth ETF14020G101 | 加碼– | 271,962247,893 | +24,069+9.7% | $1,194 萬$1,008 萬 | +$105.7 萬 | 0.5%0.5% | +0.02 |
| BRK.BBerkshire Hathaway Inc | 加碼歷史 | 23,49720,252 | +3,245+16.0% | $1,181 萬$983.8 萬 | +$163.1 萬 | 0.5%0.4% | +0.02 |
| Vanguard Whitehall FDS921946810 | 減碼– | 130,946133,300 | −2,354−1.8% | $1,173 萬$1,201 萬 | −$21.1 萬 | 0.5%0.5% | −0.08 |
| Dimensional ETF Trust25434V625 | 加碼– | 160,285132,141 | +28,144+21.3% | $1,153 萬$883.4 萬 | +$202.5 萬 | 0.5%0.4% | +0.06 |
| MSTRStrategy Inc | 加碼歷史 | 35,33632,691 | +2,645+8.1% | $1,138 萬$1,321 萬 | +$85.2 萬 | 0.5%0.6% | −0.15 |
| AMATApplied Materials Inc | 減碼歷史 | 54,74954,787 | −38−0.1% | $1,121 萬$1,003 萬 | −$7,780.18 | 0.4%0.5% | −0.01 |
| ETF Opportunities Trust26923N405 | 加碼– | 256,620103,674 | +152,946+147.5% | $1,096 萬$405.9 萬 | +$653.0 萬 | 0.4%0.2% | +0.25 |
| JPMJPMorgan Chase & Co | 加碼歷史 | 34,22333,691 | +532+1.6% | $1,079 萬$976.8 萬 | +$16.8 萬 | 0.4%0.4% | −0.01 |
| iShares Tr464288588 | 減碼– | 110,290115,149 | −4,859−4.2% | $1,049 萬$1,081 萬 | −$46.2 萬 | 0.4%0.5% | −0.07 |
| HDHome Depot, Inc. | 減碼歷史 | 25,69125,737 | −46−0.2% | $1,041 萬$943.7 萬 | −$1.86 萬 | 0.4%0.4% | −0.01 |
| Capital Grp Fixed Incm ETF T14020Y102 | 加碼– | 444,303424,878 | +19,425+4.6% | $1,009 萬$956.0 萬 | +$44.1 萬 | 0.4%0.4% | −0.03 |
| Dimensional ETF Trust25434V864 | 加碼– | 194,371155,266 | +39,105+25.2% | $936.7 萬$745.4 萬 | +$188.4 萬 | 0.4%0.3% | +0.03 |
| BXBlackstone Inc. | 加碼歷史 | 54,75954,392 | +367+0.7% | $935.6 萬$813.6 萬 | +$6.27 萬 | 0.4%0.4% | 0.00 |
| Goldman Sachs ETF Tr381430107 | 加碼– | 227,371220,359 | +7,012+3.2% | $934.7 萬$873.9 萬 | +$28.8 萬 | 0.4%0.4% | −0.03 |
| PIMCO ETF Tr72201R585 | 加碼– | 344,006280,615 | +63,391+22.6% | $923.3 萬$744.8 萬 | +$170.1 萬 | 0.4%0.3% | +0.03 |
| Vanguard Mortgage-Backed Securities ETF92206C771 | 減碼– | 196,547219,277 | −22,730−10.4% | $923.0 萬$1,016 萬 | −$106.7 萬 | 0.4%0.5% | −0.09 |
| ETF Opportunities Trust26923N397 | 加碼– | 337,882297,019 | +40,863+13.8% | $916.8 萬$761.0 萬 | +$110.9 萬 | 0.4%0.3% | +0.02 |
| Dimensional ETF Trust25434V831 | 加碼– | 241,529237,070 | +4,459+1.9% | $912.3 萬$843.0 萬 | +$16.8 萬 | 0.4%0.4% | −0.02 |
| Vanguard Intermediate-Term Bond ETF921937819 | 減碼– | 115,628116,406 | −778−0.7% | $902.9 萬$900.3 萬 | −$6.08 萬 | 0.4%0.4% | −0.05 |
| J P Morgan Exchange Traded F46641Q332 | 減碼– | 154,044177,380 | −23,336−13.2% | $879.6 萬$1,008 萬 | −$133.2 萬 | 0.3%0.5% | −0.11 |
| FANGDiamondback Energy, Inc. | 加碼歷史 | 60,98545,269 | +15,716+34.7% | $872.7 萬$622.0 萬 | +$224.9 萬 | 0.3%0.3% | +0.06 |
| WMTWalmart Inc. | 加碼歷史 | 83,17676,579 | +6,597+8.6% | $857.2 萬$748.8 萬 | +$68.0 萬 | 0.3%0.3% | 0.00 |
| CRWDCrowdStrike Holdings, Inc. | 加碼歷史 | 16,44116,350 | +91+0.6% | $806.2 萬$832.7 萬 | +$4.46 萬 | 0.3%0.4% | −0.06 |
| PFNPIMCO Income Strategy Fund II | 加碼歷史 | 1,059,1661,016,015 | +43,151+4.2% | $803.9 萬$750.8 萬 | +$32.8 萬 | 0.3%0.3% | −0.02 |
| Vanguard BD Index FDS921937793 | 減碼– | 113,449113,983 | −534−0.5% | $803.8 萬$792.6 萬 | −$3.78 萬 | 0.3%0.4% | −0.04 |
| Vanguard Total Bond Market ETF921937835 | 加碼– | 107,15989,190 | +17,969+20.1% | $796.9 萬$656.7 萬 | +$133.6 萬 | 0.3%0.3% | +0.02 |
| Vanguard Scottsdale FDS92206C102 | 減碼– | 130,419152,978 | −22,559−14.7% | $767.5 萬$899.2 萬 | −$132.8 萬 | 0.3%0.4% | −0.10 |
| Dimensional ETF Trust25434V724 | 減碼– | 170,685173,672 | −2,987−1.7% | $762.8 萬$734.3 萬 | −$13.3 萬 | 0.3%0.3% | −0.03 |
| NFLXNetflix Inc | 加碼歷史 | 6,1705,365 | +805+15.0% | $739.8 萬$718.5 萬 | +$96.5 萬 | 0.3%0.3% | −0.03 |
| DHIHorton D R Inc | 加碼歷史 | 43,46742,630 | +837+2.0% | $736.6 萬$549.6 萬 | +$14.2 萬 | 0.3%0.2% | +0.04 |
| RBARB Global Inc. | 減碼歷史 | 67,45367,640 | −187−0.3% | $730.9 萬$718.3 萬 | −$2.03 萬 | 0.3%0.3% | −0.04 |
| Vanguard High Dividend Yield Index ETF921946406 | 減碼– | 47,70347,934 | −231−0.5% | $672.4 萬$639.0 萬 | −$3.26 萬 | 0.3%0.3% | −0.02 |
| Dimensional ETF Trust25434V401 | 減碼– | 90,59191,007 | −416−0.5% | $656.2 萬$609.9 萬 | −$3.01 萬 | 0.3%0.3% | −0.02 |
| CRSPCRISPR Therapeutics AG | 加碼歷史 | 97,43492,943 | +4,491+4.8% | $631.5 萬$452.1 萬 | +$29.1 萬 | 0.2%0.2% | +0.05 |
| VVisa Inc. | 減碼歷史 | 17,99218,762 | −770−4.1% | $614.2 萬$666.2 萬 | −$26.3 萬 | 0.2%0.3% | −0.06 |
| Dimensional ETF Trust25434V872 | 加碼– | 143,140118,775 | +24,365+20.5% | $612.1 萬$501.9 萬 | +$104.2 萬 | 0.2%0.2% | +0.02 |
| Vanguard Total World Stock ETF922042742 | 加碼– | 43,62639,735 | +3,891+9.8% | $601.2 萬$510.7 萬 | +$53.6 萬 | 0.2%0.2% | +0.01 |
| CVXChevron Corp | 減碼歷史 | 38,24045,199 | −6,959−15.4% | $593.8 萬$647.2 萬 | −$108.1 萬 | 0.2%0.3% | −0.06 |
| Pgim ETF Tr69344A784 | 新進– | 116,6810 | +116,681 | $592.6 萬$0 | +$592.6 萬 | 0.2%0.0% | +0.23 |
| iShares Tr464287622 | 加碼– | 16,14811,083 | +5,065+45.7% | $590.2 萬$376.3 萬 | +$185.1 萬 | 0.2%0.2% | +0.06 |
| Invesco Exch Traded FD Tr II46138G672 | 新進– | 44,9280 | +44,928 | $561.6 萬$0 | +$561.6 萬 | 0.2%0.0% | +0.22 |
| Dimensional ETF Trust25434V658 | 加碼– | 204,646190,522 | +14,124+7.4% | $558.9 萬$511.2 萬 | +$38.6 萬 | 0.2%0.2% | −0.01 |
| Dimensional ETF Trust25434V807 | 加碼– | 119,802118,048 | +1,754+1.5% | $552.5 萬$505.6 萬 | +$8.09 萬 | 0.2%0.2% | −0.01 |
| iShares Tr46429B655 | 加碼– | 106,893105,321 | +1,572+1.5% | $546.1 萬$537.3 萬 | +$8.03 萬 | 0.2%0.2% | −0.03 |
| Northern LTS FD Tr IV66538H419 | 減碼– | 154,168161,430 | −7,262−4.5% | $543.7 萬$553.2 萬 | −$25.6 萬 | 0.2%0.3% | −0.03 |
| Dimensional ETF Trust25434V765 | 加碼– | 178,362161,725 | +16,637+10.3% | $542.1 萬$476.9 萬 | +$50.6 萬 | 0.2%0.2% | 0.00 |
| AMGNAmgen Inc | 減碼歷史 | 19,13222,068 | −2,936−13.3% | $539.9 萬$616.2 萬 | −$82.9 萬 | 0.2%0.3% | −0.06 |
| AMHAmerican Homes 4 Rent | 減碼歷史 | 158,289172,745 | −14,456−8.4% | $526.3 萬$623.1 萬 | −$48.1 萬 | 0.2%0.3% | −0.07 |
| Vanguard World FD921910816 | 減碼– | 12,93614,215 | −1,279−9.0% | $520.6 萬$520.5 萬 | −$51.5 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。