EverSource Wealth Advisors, LLC
- SEC CIK
- 0001710537
- 最新申報
- 2026/7/24
2025 年第 3 季到 2025 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
- 190 檔
- 估計 +$1,536 萬
- 加碼
- 1,793 檔
- 估計 +$2.52 億
- 減碼
- 1,786 檔
- 估計 −$9,887 萬
- 清倉
- 243 檔
- 估計 −$1,228 萬
總值從 $25.3 億變成 $27.1 億（+$1.87 億 (+7.4%)），持股從 4,319 檔變成 4,266 檔（−53）。
2025 年第 4 季全部持倉2025 年第 3 季全部持倉
股數、市值、佔組合 % 每一格上面是 2025 年第 4 季，下面灰字是 2025 年第 3 季。兩季之間拆股的股票，2025 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– | 192,796179,714 | +13,082+7.3% | $9,406 萬$8,619 萬 | +$638.2 萬 | 3.5%3.4% | +0.05 |
| Vanguard Morningstar Value ETF922908744 | 加碼– | 351,076329,165 | +21,911+6.7% | $6,705 萬$6,139 萬 | +$418.5 萬 | 2.5%2.4% | +0.04 |
| Vanguard Ftse Developed Markets ETF921943858 | 減碼– | 1,049,7971,072,409 | −22,612−2.1% | $6,558 萬$6,426 萬 | −$141.3 萬 | 2.4%2.5% | −0.13 |
| IAUiShares Gold Trust | 減碼歷史 | 723,987729,330 | −5,343−0.7% | $5,877 萬$5,307 萬 | −$43.4 萬 | 2.2%2.1% | +0.06 |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | 加碼– | 557,665363,192 | +194,473+53.5% | $5,096 萬$3,332 萬 | +$1,777 萬 | 1.9%1.3% | +0.56 |
| AAPLApple Inc. | 加碼歷史 | 183,044181,625 | +1,419+0.8% | $4,976 萬$4,625 萬 | +$38.6 萬 | 1.8%1.8% | 0.00 |
| Praxis FDS74006E736 | 加碼– | 1,347,2711,034,703 | +312,568+30.2% | $4,920 萬$3,704 萬 | +$1,141 萬 | 1.8%1.5% | +0.35 |
| NVDANVIDIA Corp | 加碼歷史 | 240,285237,372 | +2,913+1.2% | $4,481 萬$4,429 萬 | +$54.3 萬 | 1.7%1.8% | −0.10 |
| Praxis FDS74006E744 | 加碼– | 1,375,8881,236,155 | +139,733+11.3% | $4,172 萬$3,668 萬 | +$423.7 萬 | 1.5%1.5% | +0.09 |
| APOApollo Global Management, Inc. | 加碼歷史 | 268,028200,767 | +67,261+33.5% | $3,880 萬$2,676 萬 | +$973.7 萬 | 1.4%1.1% | +0.37 |
| TSLATesla, Inc. | 加碼歷史 | 81,12477,516 | +3,608+4.7% | $3,648 萬$3,447 萬 | +$162.3 萬 | 1.3%1.4% | −0.02 |
| MSFTMicrosoft Corp | 加碼歷史 | 69,20366,661 | +2,542+3.8% | $3,347 萬$3,453 萬 | +$122.9 萬 | 1.2%1.4% | −0.13 |
| GOOGLAlphabet Inc. | 加碼歷史 | 106,643104,019 | +2,624+2.5% | $3,338 萬$2,529 萬 | +$82.1 萬 | 1.2%1.0% | +0.23 |
| FBTCFidelity Wise Origin Bitcoin Fund | 加碼歷史 | 429,503395,574 | +33,929+8.6% | $3,274 萬$3,948 萬 | +$258.6 萬 | 1.2%1.6% | −0.36 |
| Vanguard Instl Index FD922040845 | 加碼– | 427,697207,235 | +220,462+106.4% | $3,226 萬$1,567 萬 | +$1,663 萬 | 1.2%0.6% | +0.57 |
| AVGOBroadcom Inc. | 減碼歷史 | 93,09793,221 | −124−0.1% | $3,222 萬$3,075 萬 | −$4.29 萬 | 1.2%1.2% | −0.03 |
| Vanguard Morningstar Total Stock Market ETF922908769 | 加碼– | 95,75994,785 | +974+1.0% | $3,211 萬$3,111 萬 | +$32.7 萬 | 1.2%1.2% | −0.05 |
| AMZNAmazon Com Inc | 加碼歷史 | 138,496119,367 | +19,129+16.0% | $3,197 萬$2,621 萬 | +$441.5 萬 | 1.2%1.0% | +0.14 |
| Pacer US Cash Cows 100 ETF69374H881 | 加碼– | 497,102489,331 | +7,771+1.6% | $2,991 萬$2,812 萬 | +$46.8 萬 | 1.1%1.1% | −0.01 |
| Vanguard S&P 500 ETF922908363 | 減碼– | 47,52548,384 | −859−1.8% | $2,980 萬$2,963 萬 | −$53.9 萬 | 1.1%1.2% | −0.07 |
| Vanguard Dividend Appreciation ETF921908844 | 加碼– | 125,345118,664 | +6,681+5.6% | $2,755 萬$2,561 萬 | +$146.8 萬 | 1.0%1.0% | 0.00 |
| Vanguard Short-Term Bond ETF921937827 | 減碼– | 347,340354,912 | −7,572−2.1% | $2,737 萬$2,801 萬 | −$59.7 萬 | 1.0%1.1% | −0.10 |
| Dimensional U.S. Core Equity 2 ETF25434V708 | 減碼– | 690,258733,602 | −43,344−5.9% | $2,733 萬$2,830 萬 | −$171.6 萬 | 1.0%1.1% | −0.11 |
| PLTRPalantir Technologies Inc. | 減碼歷史 | 134,772167,391 | −32,619−19.5% | $2,396 萬$3,054 萬 | −$579.8 萬 | 0.9%1.2% | −0.33 |
| Vanguard Ftse Emerging Markets ETF922042858 | 加碼– | 424,542424,354 | +1880.0% | $2,282 萬$2,299 萬 | +$1.01 萬 | 0.8%0.9% | −0.07 |
| iShares Core S&P 500 ETF464287200 | 減碼– | 31,94932,859 | −910−2.8% | $2,188 萬$2,199 萬 | −$62.3 萬 | 0.8%0.9% | −0.06 |
| Vanguard Scottsdale FDS92206C409 | 加碼– | 238,835234,925 | +3,910+1.7% | $1,904 萬$1,878 萬 | +$31.2 萬 | 0.7%0.7% | −0.04 |
| Vanguard Total International Bond ETF92203J407 | 加碼– | 392,419376,164 | +16,255+4.3% | $1,896 萬$1,861 萬 | +$78.5 萬 | 0.7%0.7% | −0.04 |
| iShares Core Dividend Growth ETF46434V621 | 加碼– | 272,573254,232 | +18,341+7.2% | $1,892 萬$1,731 萬 | +$127.3 萬 | 0.7%0.7% | +0.01 |
| Capital Group Core Equity Et14020V108 | 加碼– | 465,364430,337 | +35,027+8.1% | $1,872 萬$1,702 萬 | +$140.9 萬 | 0.7%0.7% | +0.02 |
| SPYSPDR S&P 500 ETF Trust | 加碼歷史 | 27,08620,475 | +6,611+32.3% | $1,847 萬$1,364 萬 | +$450.8 萬 | 0.7%0.5% | +0.14 |
| Invesco Exch Traded FD Tr II46138G698 | 加碼– | 156,019155,279 | +740+0.5% | $1,786 萬$1,718 萬 | +$8.47 萬 | 0.7%0.7% | −0.02 |
| Invesco QQQ Trust Series I46090E103 | 加碼– | 26,87525,593 | +1,282+5.0% | $1,651 萬$1,537 萬 | +$78.8 萬 | 0.6%0.6% | 0.00 |
| Dimensional ETF Trust25434V799 | 加碼– | 478,570435,390 | +43,180+9.9% | $1,649 萬$1,428 萬 | +$148.8 萬 | 0.6%0.6% | +0.04 |
| CRHCRH Public Ltd Co | 加碼歷史 | 129,050127,432 | +1,618+1.3% | $1,611 萬$1,528 萬 | +$20.2 萬 | 0.6%0.6% | −0.01 |
| ASMLASML Holding NV | 減碼歷史 | 14,99216,060 | −1,068−6.7% | $1,604 萬$1,555 萬 | −$114.3 萬 | 0.6%0.6% | −0.02 |
| Capital Group Intl Focus EQT14019W109 | 加碼– | 541,588511,251 | +30,337+5.9% | $1,600 萬$1,514 萬 | +$89.6 萬 | 0.6%0.6% | −0.01 |
| GOOGAlphabet Inc. | 加碼歷史 | 50,65149,683 | +968+1.9% | $1,589 萬$1,210 萬 | +$30.4 萬 | 0.6%0.5% | +0.11 |
| METAMeta Platforms, Inc. | 加碼歷史 | 23,63721,603 | +2,034+9.4% | $1,560 萬$1,586 萬 | +$134.3 萬 | 0.6%0.6% | −0.05 |
| PGRProgressive Corp | 減碼歷史 | 67,81768,082 | −265−0.4% | $1,544 萬$1,681 萬 | −$6.03 萬 | 0.6%0.7% | −0.10 |
| American Centy ETF Tr025072703 | 加碼– | 186,126155,587 | +30,539+19.6% | $1,532 萬$1,228 萬 | +$251.4 萬 | 0.6%0.5% | +0.08 |
| Vanguard Morningstar Small-Cap ETF922908751 | 加碼– | 57,61456,791 | +823+1.4% | $1,486 萬$1,444 萬 | +$21.2 萬 | 0.5%0.6% | −0.02 |
| Pgim ETF Tr69344A834 | 加碼– | 289,817289,474 | +343+0.1% | $1,486 萬$1,491 萬 | +$1.76 萬 | 0.5%0.6% | −0.04 |
| iShares MSCI Eafe ETF464287465 | 加碼– | 153,377150,663 | +2,714+1.8% | $1,473 萬$1,407 萬 | +$26.1 萬 | 0.5%0.6% | −0.01 |
| AMATApplied Materials Inc | 加碼歷史 | 57,17554,749 | +2,426+4.4% | $1,469 萬$1,121 萬 | +$62.3 萬 | 0.5%0.4% | +0.10 |
| Ea Series Trust02072L532 | 加碼– | 622,811617,070 | +5,741+0.9% | $1,451 萬$1,398 萬 | +$13.4 萬 | 0.5%0.6% | −0.02 |
| Capital Grp Fixed Incm ETF T14020Y102 | 加碼– | 621,845444,303 | +177,542+40.0% | $1,408 萬$1,009 萬 | +$402.0 萬 | 0.5%0.4% | +0.12 |
| ETF Opportunities Trust26923N405 | 加碼– | 316,246256,620 | +59,626+23.2% | $1,400 萬$1,096 萬 | +$263.9 萬 | 0.5%0.4% | +0.08 |
| Vanguard Scottsdale FDS92206C706 | 加碼– | 228,090205,215 | +22,875+11.1% | $1,367 萬$1,232 萬 | +$137.1 萬 | 0.5%0.5% | +0.02 |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | 加碼– | 127,147114,940 | +12,207+10.6% | $1,357 萬$1,201 萬 | +$130.2 萬 | 0.5%0.5% | +0.02 |
| Capital Group Growth ETF14020G101 | 加碼– | 299,777271,962 | +27,815+10.2% | $1,333 萬$1,194 萬 | +$123.7 萬 | 0.5%0.5% | +0.02 |
| Elevation Series Trust210322202 | 減碼– | 455,163742,860 | −287,697−38.7% | $1,328 萬$2,250 萬 | −$839.5 萬 | 0.5%0.9% | −0.40 |
| KKRKKR & Co. Inc. | 加碼歷史 | 103,193101,291 | +1,902+1.9% | $1,316 萬$1,316 萬 | +$24.2 萬 | 0.5%0.5% | −0.04 |
| Dimensional ETF Trust25434V625 | 加碼– | 168,430160,285 | +8,145+5.1% | $1,240 萬$1,153 萬 | +$60.0 萬 | 0.5%0.5% | 0.00 |
| BRK.BBerkshire Hathaway Inc | 減碼歷史 | 23,27223,497 | −225−1.0% | $1,170 萬$1,181 萬 | −$11.3 萬 | 0.4%0.5% | −0.04 |
| JPMJPMorgan Chase & Co | 加碼歷史 | 35,64134,223 | +1,418+4.1% | $1,148 萬$1,079 萬 | +$45.7 萬 | 0.4%0.4% | 0.00 |
| iShares Tr464288588 | 加碼– | 112,863110,290 | +2,573+2.3% | $1,075 萬$1,049 萬 | +$24.5 萬 | 0.4%0.4% | −0.02 |
| Dimensional ETF Trust25434V831 | 加碼– | 269,673241,529 | +28,144+11.7% | $1,026 萬$912.3 萬 | +$107.0 萬 | 0.4%0.4% | +0.02 |
| FANGDiamondback Energy, Inc. | 加碼歷史 | 67,97760,985 | +6,992+11.5% | $1,022 萬$872.7 萬 | +$105.1 萬 | 0.4%0.3% | +0.03 |
| WMTWalmart Inc. | 加碼歷史 | 90,88383,176 | +7,707+9.3% | $1,013 萬$857.2 萬 | +$85.9 萬 | 0.4%0.3% | +0.03 |
| ETF Opportunities Trust26923N397 | 加碼– | 363,866337,882 | +25,984+7.7% | $1,000 萬$916.8 萬 | +$71.4 萬 | 0.4%0.4% | +0.01 |
| HOODRobinhood Markets, Inc. | 減碼歷史 | 88,31490,656 | −2,342−2.6% | $998.8 萬$1,298 萬 | −$26.5 萬 | 0.4%0.5% | −0.15 |
| HDHome Depot, Inc. | 加碼歷史 | 28,70425,691 | +3,013+11.7% | $987.7 萬$1,041 萬 | +$103.7 萬 | 0.4%0.4% | −0.05 |
| Goldman Sachs ETF Tr381430107 | 加碼– | 228,348227,371 | +977+0.4% | $980.5 萬$934.7 萬 | +$4.20 萬 | 0.4%0.4% | −0.01 |
| AZOAutoZone Inc | 減碼歷史 | 2,7912,888 | −97−3.4% | $946.4 萬$1,239 萬 | −$32.9 萬 | 0.3%0.5% | −0.14 |
| Vanguard Mortgage-Backed Securities ETF92206C771 | 加碼– | 200,060196,547 | +3,513+1.8% | $941.9 萬$923.0 萬 | +$16.5 萬 | 0.3%0.4% | −0.02 |
| Vanguard Intermediate-Term Bond ETF921937819 | 加碼– | 118,357115,628 | +2,729+2.4% | $921.8 萬$902.9 萬 | +$21.3 萬 | 0.3%0.4% | −0.02 |
| PIMCO ETF Tr72201R585 | 減碼– | 343,780344,006 | −226−0.1% | $917.2 萬$923.3 萬 | −$6,029.68 | 0.3%0.4% | −0.03 |
| Vanguard Scottsdale FDS92206C102 | 加碼– | 154,223130,419 | +23,804+18.3% | $905.8 萬$767.5 萬 | +$139.8 萬 | 0.3%0.3% | +0.03 |
| J P Morgan Exchange Traded F46641Q332 | 加碼– | 157,373154,044 | +3,329+2.2% | $900.8 萬$879.6 萬 | +$19.1 萬 | 0.3%0.3% | −0.02 |
| Vanguard Total Bond Market ETF921937835 | 加碼– | 117,073107,159 | +9,914+9.3% | $867.2 萬$796.9 萬 | +$73.4 萬 | 0.3%0.3% | 0.00 |
| BXBlackstone Inc. | 加碼歷史 | 56,00154,759 | +1,242+2.3% | $863.2 萬$935.6 萬 | +$19.1 萬 | 0.3%0.4% | −0.05 |
| Dimensional ETF Trust25434V724 | 加碼– | 180,368170,685 | +9,683+5.7% | $840.3 萬$762.8 萬 | +$45.1 萬 | 0.3%0.3% | +0.01 |
| Dimensional ETF Trust25434V864 | 減碼– | 172,957194,371 | −21,414−11.0% | $829.3 萬$936.7 萬 | −$102.7 萬 | 0.3%0.4% | −0.07 |
| Vanguard BD Index FDS921937793 | 加碼– | 117,916113,449 | +4,467+3.9% | $819.7 萬$803.8 萬 | +$31.1 萬 | 0.3%0.3% | −0.02 |
| MSTRStrategy Inc | 加碼歷史 | 52,60635,336 | +17,270+48.9% | $799.4 萬$1,138 萬 | +$262.4 萬 | 0.3%0.5% | −0.16 |
| PFNPIMCO Income Strategy Fund II | 加碼歷史 | 1,065,7391,059,166 | +6,573+0.6% | $799.3 萬$803.9 萬 | +$4.93 萬 | 0.3%0.3% | −0.02 |
| LLYEli Lilly & Co | 加碼歷史 | 7,1296,396 | +733+11.5% | $766.2 萬$488.0 萬 | +$78.8 萬 | 0.3%0.2% | +0.09 |
| Fidelity Covington Trust31609A404 | 加碼– | 208,7201,867 | +206,853+11,079.4% | $763.5 萬$6.59 萬 | +$756.7 萬 | 0.3%<0.1% | +0.28 |
| CRWDCrowdStrike Holdings, Inc. | 減碼歷史 | 16,28716,441 | −154−0.9% | $763.5 萬$806.2 萬 | −$7.22 萬 | 0.3%0.3% | −0.04 |
| RBARB Global Inc. | 加碼歷史 | 67,66967,453 | +216+0.3% | $696.1 萬$730.9 萬 | +$2.22 萬 | 0.3%0.3% | −0.03 |
| Vanguard High Dividend Yield Index ETF921946406 | 加碼– | 47,89547,703 | +192+0.4% | $687.4 萬$672.4 萬 | +$2.76 萬 | 0.3%0.3% | −0.01 |
| Dimensional ETF Trust25434V401 | 減碼– | 89,40390,591 | −1,188−1.3% | $663.1 萬$656.2 萬 | −$8.81 萬 | 0.2%0.3% | −0.02 |
| Vanguard Total World Stock ETF922042742 | 加碼– | 45,77343,626 | +2,147+4.9% | $645.7 萬$601.2 萬 | +$30.3 萬 | 0.2%0.2% | 0.00 |
| AMGNAmgen Inc | 加碼歷史 | 19,55519,132 | +423+2.2% | $640.1 萬$539.9 萬 | +$13.8 萬 | 0.2%0.2% | +0.02 |
| DHIHorton D R Inc | 加碼歷史 | 44,26743,467 | +800+1.8% | $637.6 萬$736.6 萬 | +$11.5 萬 | 0.2%0.3% | −0.06 |
| VVisa Inc. | 減碼歷史 | 17,72017,992 | −272−1.5% | $621.4 萬$614.2 萬 | −$9.54 萬 | 0.2%0.2% | −0.01 |
| CVXChevron Corp | 加碼歷史 | 39,53938,240 | +1,299+3.4% | $602.6 萬$593.8 萬 | +$19.8 萬 | 0.2%0.2% | −0.01 |
| Pgim ETF Tr69344A784 | 加碼– | 119,412116,681 | +2,731+2.3% | $601.4 萬$592.6 萬 | +$13.8 萬 | 0.2%0.2% | −0.01 |
| Northern LTS FD Tr IV66538H419 | 加碼– | 164,212154,168 | +10,044+6.5% | $599.0 萬$543.7 萬 | +$36.6 萬 | 0.2%0.2% | +0.01 |
| XOMExxonMobil Holdings Corp | 加碼歷史 | 49,52738,714 | +10,813+27.9% | $596.0 萬$436.5 萬 | +$130.1 萬 | 0.2%0.2% | +0.05 |
| Dimensional ETF Trust25434V807 | 減碼– | 118,026119,802 | −1,776−1.5% | $589.0 萬$552.5 萬 | −$8.86 萬 | 0.2%0.2% | 0.00 |
| NFLXNetflix Inc | 加碼依 10 比 1 拆股換算歷史 | 62,03661,700 | +336+0.5% | $581.6 萬$739.8 萬 | +$3.15 萬 | 0.2%0.3% | −0.08 |
| KEXKirby Corp | 加碼歷史 | 52,71850,650 | +2,068+4.1% | $580.8 萬$422.7 萬 | +$22.8 萬 | 0.2%0.2% | +0.05 |
| CIENCiena Corp | 減碼歷史 | 24,11325,751 | −1,638−6.4% | $563.9 萬$375.0 萬 | −$38.3 萬 | 0.2%0.1% | +0.06 |
| Invesco Exch Traded FD Tr II46138G672 | 減碼– | 44,42344,928 | −505−1.1% | $561.8 萬$561.6 萬 | −$6.39 萬 | 0.2%0.2% | −0.02 |
| iShares Tr46429B655 | 加碼– | 109,715106,893 | +2,822+2.6% | $558.0 萬$546.1 萬 | +$14.4 萬 | 0.2%0.2% | −0.01 |
| Dimensional ETF Trust25434V872 | 減碼– | 127,787143,140 | −15,353−10.7% | $543.9 萬$612.1 萬 | −$65.3 萬 | 0.2%0.2% | −0.04 |
| Vanguard Mun BD FDS922907746 | 加碼– | 101,68891,076 | +10,612+11.7% | $511.4 萬$456.0 萬 | +$53.4 萬 | 0.2%0.2% | +0.01 |
| Vanguard Whitehall FDS921946810 | 減碼– | 54,492130,946 | −76,454−58.4% | $498.3 萬$1,173 萬 | −$699.2 萬 | 0.2%0.5% | −0.28 |
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。