EverSource Wealth Advisors, LLC
- SEC CIK
- 0001710537
- 最新申報
- 2026/7/24
2025 年第 4 季到 2026 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
- 266 檔
- 估計 +$2,372 萬
- 加碼
- 2,727 檔
- 估計 +$7.08 億
- 減碼
- 1,007 檔
- 估計 −$1.03 億
- 清倉
- 152 檔
- 估計 −$691.6 萬
總值從 $27.1 億變成 $32.7 億（+$5.59 億 (+20.6%)），持股從 4,266 檔變成 4,380 檔（+114）。
2026 年第 1 季全部持倉2025 年第 4 季全部持倉
股數、市值、佔組合 % 每一格上面是 2026 年第 1 季，下面灰字是 2025 年第 4 季。兩季之間拆股的股票，2025 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– | 365,669192,796 | +172,873+89.7% | $1.60 億$9,406 萬 | +$7,551 萬 | 4.9%3.5% | +1.41 |
| Vanguard Ftse Developed Markets ETF921943858 | 加碼– | 1,960,6791,049,797 | +910,882+86.8% | $1.26 億$6,558 萬 | +$5,837 萬 | 3.8%2.4% | +1.42 |
| Vanguard Morningstar Value ETF922908744 | 加碼– | 638,267351,076 | +287,191+81.8% | $1.25 億$6,705 萬 | +$5,635 萬 | 3.8%2.5% | +1.36 |
| Praxis FDS74006E736 | 加碼– | 2,399,6481,347,271 | +1,052,377+78.1% | $7,885 萬$4,920 萬 | +$3,458 萬 | 2.4%1.8% | +0.60 |
| Praxis FDS74006E744 | 加碼– | 2,362,6281,375,888 | +986,740+71.7% | $7,345 萬$4,172 萬 | +$3,068 萬 | 2.2%1.5% | +0.71 |
| AAPLApple Inc. | 加碼歷史 | 254,789183,044 | +71,745+39.2% | $6,466 萬$4,976 萬 | +$1,821 萬 | 2.0%1.8% | +0.14 |
| IAUiShares Gold Trust | 減碼歷史 | 666,445723,987 | −57,542−7.9% | $5,875 萬$5,877 萬 | −$507.3 萬 | 1.8%2.2% | −0.37 |
| NVDANVIDIA Corp | 加碼歷史 | 273,540240,285 | +33,255+13.8% | $4,771 萬$4,481 萬 | +$580.0 萬 | 1.5%1.7% | −0.19 |
| Vanguard Short-Term Bond ETF921937827 | 加碼– | 564,718347,340 | +217,378+62.6% | $4,428 萬$2,737 萬 | +$1,704 萬 | 1.4%1.0% | +0.34 |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | 減碼– | 479,367557,665 | −78,298−14.0% | $4,393 萬$5,096 萬 | −$717.5 萬 | 1.3%1.9% | −0.54 |
| Vanguard Ftse Emerging Markets ETF922042858 | 加碼– | 780,631424,542 | +356,089+83.9% | $4,219 萬$2,282 萬 | +$1,925 萬 | 1.3%0.8% | +0.45 |
| Vanguard Morningstar Total Stock Market ETF922908769 | 加碼– | 121,57895,759 | +25,819+27.0% | $3,900 萬$3,211 萬 | +$828.3 萬 | 1.2%1.2% | +0.01 |
| Vanguard Total International Bond ETF92203J407 | 加碼– | 760,455392,419 | +368,036+93.8% | $3,654 萬$1,896 萬 | +$1,768 萬 | 1.1%0.7% | +0.42 |
| MSFTMicrosoft Corp | 加碼歷史 | 95,48869,203 | +26,285+38.0% | $3,535 萬$3,347 萬 | +$973.0 萬 | 1.1%1.2% | −0.15 |
| GOOGLAlphabet Inc. | 加碼歷史 | 121,438106,643 | +14,795+13.9% | $3,492 萬$3,338 萬 | +$425.4 萬 | 1.1%1.2% | −0.16 |
| AMZNAmazon Com Inc | 加碼歷史 | 162,143138,496 | +23,647+17.1% | $3,377 萬$3,197 萬 | +$492.5 萬 | 1.0%1.2% | −0.15 |
| Pacer US Cash Cows 100 ETF69374H881 | 加碼– | 518,469497,102 | +21,367+4.3% | $3,244 萬$2,991 萬 | +$133.7 萬 | 1.0%1.1% | −0.11 |
| TSLATesla, Inc. | 加碼歷史 | 86,48481,124 | +5,360+6.6% | $3,215 萬$3,648 萬 | +$199.3 萬 | 1.0%1.3% | −0.36 |
| AVGOBroadcom Inc. | 加碼歷史 | 102,97993,097 | +9,882+10.6% | $3,187 萬$3,222 萬 | +$305.9 萬 | 1.0%1.2% | −0.21 |
| Vanguard S&P 500 ETF922908363 | 加碼– | 48,65047,525 | +1,125+2.4% | $2,907 萬$2,980 萬 | +$67.2 萬 | 0.9%1.1% | −0.21 |
| APOApollo Global Management, Inc. | 減碼歷史 | 260,401268,028 | −7,627−2.8% | $2,901 萬$3,880 萬 | −$85.0 萬 | 0.9%1.4% | −0.54 |
| Vanguard Morningstar Small-Cap ETF922908751 | 加碼– | 110,02457,614 | +52,410+91.0% | $2,882 萬$1,486 萬 | +$1,373 萬 | 0.9%0.5% | +0.33 |
| Vanguard Dividend Appreciation ETF921908844 | 加碼– | 126,760125,345 | +1,415+1.1% | $2,726 萬$2,755 萬 | +$30.4 萬 | 0.8%1.0% | −0.18 |
| Dimensional U.S. Core Equity 2 ETF25434V708 | 減碼– | 689,740690,258 | −518−0.1% | $2,680 萬$2,733 萬 | −$2.01 萬 | 0.8%1.0% | −0.19 |
| FBTCFidelity Wise Origin Bitcoin Fund | 加碼歷史 | 452,375429,503 | +22,872+5.3% | $2,670 萬$3,274 萬 | +$135.0 萬 | 0.8%1.2% | −0.39 |
| American Centy ETF Tr025072703 | 加碼– | 277,376186,126 | +91,250+49.0% | $2,353 萬$1,532 萬 | +$774.2 萬 | 0.7%0.6% | +0.15 |
| GOOGAlphabet Inc. | 加碼歷史 | 73,56650,651 | +22,915+45.2% | $2,110 萬$1,589 萬 | +$657.3 萬 | 0.6%0.6% | +0.06 |
| iShares Core S&P 500 ETF464287200 | 加碼– | 32,09931,949 | +150+0.5% | $2,097 萬$2,188 萬 | +$9.80 萬 | 0.6%0.8% | −0.17 |
| ETF Opportunities Trust26923N405 | 加碼– | 500,722316,246 | +184,476+58.3% | $2,094 萬$1,400 萬 | +$771.3 萬 | 0.6%0.5% | +0.12 |
| ASMLASML Holding NV | 加碼歷史 | 15,05814,992 | +66+0.4% | $1,989 萬$1,604 萬 | +$8.72 萬 | 0.6%0.6% | +0.02 |
| iShares Core Dividend Growth ETF46434V621 | 加碼– | 282,858272,573 | +10,285+3.8% | $1,985 萬$1,892 萬 | +$72.2 萬 | 0.6%0.7% | −0.09 |
| PLTRPalantir Technologies Inc. | 加碼歷史 | 135,699134,772 | +927+0.7% | $1,985 萬$2,396 萬 | +$13.6 萬 | 0.6%0.9% | −0.28 |
| SPYSPDR S&P 500 ETF Trust | 加碼歷史 | 30,08127,086 | +2,995+11.1% | $1,956 萬$1,847 萬 | +$194.8 萬 | 0.6%0.7% | −0.08 |
| Vanguard Instl Index FD922040845 | 減碼– | 253,575427,697 | −174,122−40.7% | $1,918 萬$3,226 萬 | −$1,317 萬 | 0.6%1.2% | −0.60 |
| AMATApplied Materials Inc | 減碼歷史 | 56,09357,175 | −1,082−1.9% | $1,917 萬$1,469 萬 | −$37.0 萬 | 0.6%0.5% | +0.04 |
| Capital Group Core Equity Et14020V108 | 加碼– | 495,894465,364 | +30,530+6.6% | $1,905 萬$1,872 萬 | +$117.3 萬 | 0.6%0.7% | −0.11 |
| Dimensional ETF Trust25434V799 | 加碼– | 526,521478,570 | +47,951+10.0% | $1,871 萬$1,649 萬 | +$170.4 萬 | 0.6%0.6% | −0.04 |
| Vanguard Scottsdale FDS92206C409 | 減碼– | 235,621238,835 | −3,214−1.3% | $1,868 萬$1,904 萬 | −$25.5 萬 | 0.6%0.7% | −0.13 |
| Invesco Exch Traded FD Tr II46138G698 | 加碼– | 158,033156,019 | +2,014+1.3% | $1,816 萬$1,786 萬 | +$23.1 萬 | 0.6%0.7% | −0.10 |
| Vanguard Mortgage-Backed Securities ETF92206C771 | 加碼– | 384,290200,060 | +184,230+92.1% | $1,804 萬$941.9 萬 | +$865.0 萬 | 0.6%0.3% | +0.20 |
| Vanguard Intermediate-Term Bond ETF921937819 | 加碼– | 222,339118,357 | +103,982+87.9% | $1,716 萬$921.8 萬 | +$802.5 萬 | 0.5%0.3% | +0.18 |
| Ea Series Trust02072L532 | 加碼– | 647,398622,811 | +24,587+3.9% | $1,642 萬$1,451 萬 | +$62.4 萬 | 0.5%0.5% | −0.03 |
| Capital Group Intl Focus EQT14019W109 | 加碼– | 552,499541,588 | +10,911+2.0% | $1,629 萬$1,600 萬 | +$32.2 萬 | 0.5%0.6% | −0.09 |
| Elevation Series Trust210322202 | 加碼– | 600,714455,163 | +145,551+32.0% | $1,611 萬$1,328 萬 | +$390.2 萬 | 0.5%0.5% | 0.00 |
| Vanguard BD Index FDS921937793 | 加碼– | 231,633117,916 | +113,717+96.4% | $1,593 萬$819.7 萬 | +$782.1 萬 | 0.5%0.3% | +0.18 |
| Vanguard Scottsdale FDS92206C706 | 加碼– | 265,925228,090 | +37,835+16.6% | $1,584 萬$1,367 萬 | +$225.3 萬 | 0.5%0.5% | −0.02 |
| Invesco QQQ Trust Series I46090E103 | 加碼– | 27,10926,875 | +234+0.9% | $1,565 萬$1,651 萬 | +$13.5 萬 | 0.5%0.6% | −0.13 |
| PIMCO ETF Tr72201R585 | 加碼– | 596,847343,780 | +253,067+73.6% | $1,564 萬$917.2 萬 | +$663.0 萬 | 0.5%0.3% | +0.14 |
| Capital Grp Fixed Incm ETF T14020Y102 | 加碼– | 692,902621,845 | +71,057+11.4% | $1,548 萬$1,408 萬 | +$158.7 萬 | 0.5%0.5% | −0.05 |
| METAMeta Platforms, Inc. | 加碼歷史 | 26,98023,637 | +3,343+14.1% | $1,544 萬$1,560 萬 | +$191.3 萬 | 0.5%0.6% | −0.10 |
| JPMJPMorgan Chase & Co | 加碼歷史 | 50,41235,641 | +14,771+41.4% | $1,483 萬$1,148 萬 | +$434.5 萬 | 0.5%0.4% | +0.03 |
| CRHCRH Public Ltd Co | 加碼歷史 | 135,164129,050 | +6,114+4.7% | $1,421 萬$1,611 萬 | +$64.3 萬 | 0.4%0.6% | −0.16 |
| iShares MSCI Eafe ETF464287465 | 減碼– | 145,421153,377 | −7,956−5.2% | $1,412 萬$1,473 萬 | −$77.3 萬 | 0.4%0.5% | −0.11 |
| WMTWalmart Inc. | 加碼歷史 | 113,45190,883 | +22,568+24.8% | $1,410 萬$1,013 萬 | +$280.5 萬 | 0.4%0.4% | +0.06 |
| Pgim ETF Tr69344A834 | 減碼– | 274,467289,817 | −15,350−5.3% | $1,405 萬$1,486 萬 | −$78.6 萬 | 0.4%0.5% | −0.12 |
| FANGDiamondback Energy, Inc. | 加碼歷史 | 70,25467,977 | +2,277+3.3% | $1,390 萬$1,022 萬 | +$45.0 萬 | 0.4%0.4% | +0.05 |
| ETF Opportunities Trust26923N397 | 加碼– | 499,446363,866 | +135,580+37.3% | $1,379 萬$1,000 萬 | +$374.3 萬 | 0.4%0.4% | +0.05 |
| PGRProgressive Corp | 加碼歷史 | 68,13367,817 | +316+0.5% | $1,351 萬$1,544 萬 | +$6.26 萬 | 0.4%0.6% | −0.16 |
| Capital Group Growth ETF14020G101 | 加碼– | 321,269299,777 | +21,492+7.2% | $1,291 萬$1,333 萬 | +$86.4 萬 | 0.4%0.5% | −0.10 |
| Fidelity Covington Trust31609A404 | 加碼– | 339,918208,720 | +131,198+62.9% | $1,264 萬$763.5 萬 | +$488.1 萬 | 0.4%0.3% | +0.11 |
| HDHome Depot, Inc. | 加碼歷史 | 37,21228,704 | +8,508+29.6% | $1,224 萬$987.7 萬 | +$279.8 萬 | 0.4%0.4% | +0.01 |
| Dimensional ETF Trust25434V625 | 加碼– | 169,271168,430 | +841+0.5% | $1,220 萬$1,240 萬 | +$6.06 萬 | 0.4%0.5% | −0.08 |
| iShares Tr464288588 | 加碼– | 114,489112,863 | +1,626+1.4% | $1,087 萬$1,075 萬 | +$15.4 萬 | 0.3%0.4% | −0.06 |
| KKRKKR & Co. Inc. | 加碼歷史 | 115,809103,193 | +12,616+12.2% | $1,071 萬$1,316 萬 | +$116.7 萬 | 0.3%0.5% | −0.16 |
| BRK.BBerkshire Hathaway Inc | 減碼歷史 | 22,34923,272 | −923−4.0% | $1,071 萬$1,170 萬 | −$44.2 萬 | 0.3%0.4% | −0.10 |
| XOMExxonMobil Holdings Corp | 加碼歷史 | 60,92749,527 | +11,400+23.0% | $1,034 萬$596.0 萬 | +$193.4 萬 | 0.3%0.2% | +0.10 |
| AZOAutoZone Inc | 加碼歷史 | 3,0252,791 | +234+8.4% | $1,021 萬$946.4 萬 | +$79.0 萬 | 0.3%0.3% | −0.04 |
| Goldman Sachs ETF Tr381430107 | 加碼– | 228,463228,348 | +115+0.1% | $985.4 萬$980.5 萬 | +$4,959.95 | 0.3%0.4% | −0.06 |
| Vanguard Total Bond Market ETF921937835 | 加碼– | 132,570117,073 | +15,497+13.2% | $976.2 萬$867.2 萬 | +$114.1 萬 | 0.3%0.3% | −0.02 |
| Vanguard Scottsdale FDS92206C102 | 加碼– | 162,479154,223 | +8,256+5.4% | $951.2 萬$905.8 萬 | +$48.3 萬 | 0.3%0.3% | −0.04 |
| CVXChevron Corp | 加碼歷史 | 45,54839,539 | +6,009+15.2% | $942.4 萬$602.6 萬 | +$124.3 萬 | 0.3%0.2% | +0.07 |
| iShares Tr464287630 | 加碼– | 49,5961,090 | +48,506+4,450.1% | $940.3 萬$19.8 萬 | +$919.6 萬 | 0.3%<0.1% | +0.28 |
| Dimensional ETF Trust25434V724 | 加碼– | 188,727180,368 | +8,359+4.6% | $914.6 萬$840.3 萬 | +$40.5 萬 | 0.3%0.3% | −0.03 |
| LLYEli Lilly & Co | 加碼歷史 | 9,6207,129 | +2,491+34.9% | $884.8 萬$766.2 萬 | +$229.1 萬 | 0.3%0.3% | −0.01 |
| CIENCiena Corp | 減碼歷史 | 20,51224,113 | −3,601−14.9% | $796.3 萬$563.9 萬 | −$139.8 萬 | 0.2%0.2% | +0.04 |
| J P Morgan Exchange Traded F46641Q332 | 減碼– | 133,423157,373 | −23,950−15.2% | $756.2 萬$900.8 萬 | −$135.7 萬 | 0.2%0.3% | −0.10 |
| BXBlackstone Inc. | 加碼歷史 | 62,99756,001 | +6,996+12.5% | $724.4 萬$863.2 萬 | +$80.4 萬 | 0.2%0.3% | −0.10 |
| Vanguard World FD921910840 | 加碼– | 49,57131,365 | +18,206+58.0% | $718.5 萬$442.7 萬 | +$263.9 萬 | 0.2%0.2% | +0.06 |
| GSGoldman Sachs Group Inc | 加碼歷史 | 8,2874,936 | +3,351+67.9% | $701.0 萬$433.9 萬 | +$283.5 萬 | 0.2%0.2% | +0.05 |
| MSTRStrategy Inc | 加碼歷史 | 55,86152,606 | +3,255+6.2% | $697.1 萬$799.4 萬 | +$40.6 萬 | 0.2%0.3% | −0.08 |
| KEXKirby Corp | 減碼歷史 | 52,15052,718 | −568−1.1% | $693.0 萬$580.8 萬 | −$7.55 萬 | 0.2%0.2% | 0.00 |
| AMGNAmgen Inc | 加碼歷史 | 19,68619,555 | +131+0.7% | $692.7 萬$640.1 萬 | +$4.61 萬 | 0.2%0.2% | −0.02 |
| Amplify ETF Tr032108409 | 加碼– | 153,62074,764 | +78,856+105.5% | $689.0 萬$332.7 萬 | +$353.7 萬 | 0.2%0.1% | +0.09 |
| GLDSPDR Gold Trust | 加碼歷史 | 16,00510,184 | +5,821+57.2% | $688.7 萬$403.6 萬 | +$250.5 萬 | 0.2%0.1% | +0.06 |
| NFLXNetflix Inc | 加碼歷史 | 69,25062,036 | +7,214+11.6% | $665.8 萬$581.6 萬 | +$69.4 萬 | 0.2%0.2% | −0.01 |
| Dimensional ETF Trust25434V401 | 加碼– | 93,13389,403 | +3,730+4.2% | $660.4 萬$663.1 萬 | +$26.4 萬 | 0.2%0.2% | −0.04 |
| DELLDell Technologies Inc. | 加碼歷史 | 39,86526,199 | +13,666+52.2% | $654.3 萬$329.8 萬 | +$224.3 萬 | 0.2%0.1% | +0.08 |
| RBARB Global Inc. | 加碼歷史 | 68,08467,669 | +415+0.6% | $652.6 萬$696.1 萬 | +$3.98 萬 | 0.2%0.3% | −0.06 |
| CRWDCrowdStrike Holdings, Inc. | 加碼歷史 | 16,47216,287 | +185+1.1% | $643.1 萬$763.5 萬 | +$7.22 萬 | 0.2%0.3% | −0.08 |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | 加碼– | 34,88123,404 | +11,477+49.0% | $642.8 萬$415.1 萬 | +$211.5 萬 | 0.2%0.2% | +0.04 |
| Vanguard World FD921910816 | 加碼– | 17,48810,940 | +6,548+59.9% | $642.6 萬$451.6 萬 | +$240.6 萬 | 0.2%0.2% | +0.03 |
| COSTCostco Wholesale Corp | 加碼歷史 | 6,3294,724 | +1,605+34.0% | $630.5 萬$407.4 萬 | +$159.9 萬 | 0.2%0.2% | +0.04 |
| Amplify ETF Tr032108722 | 加碼– | 155,78941,209 | +114,580+278.0% | $630.5 萬$158.0 萬 | +$463.7 萬 | 0.2%0.1% | +0.13 |
| TPLTexas Pacific Land Corp | 加碼歷史 | 13,24311,159 | +2,084+18.7% | $628.4 萬$320.5 萬 | +$98.9 萬 | 0.2%0.1% | +0.07 |
| Vanguard Total World Stock ETF922042742 | 減碼– | 45,02345,773 | −750−1.6% | $622.8 萬$645.7 萬 | −$10.4 萬 | 0.2%0.2% | −0.05 |
| HOODRobinhood Markets, Inc. | 加碼歷史 | 89,84088,314 | +1,526+1.7% | $622.6 萬$998.8 萬 | +$10.6 萬 | 0.2%0.4% | −0.18 |
| Dimensional ETF Trust25434V807 | 減碼– | 117,830118,026 | −196−0.2% | $621.9 萬$589.0 萬 | −$1.03 萬 | 0.2%0.2% | −0.03 |
| Invesco Exch Traded FD Tr II46138G672 | 加碼– | 47,86344,423 | +3,440+7.7% | $613.9 萬$561.8 萬 | +$44.1 萬 | 0.2%0.2% | −0.02 |
| Pgim ETF Tr69344A784 | 加碼– | 122,883119,412 | +3,471+2.9% | $609.4 萬$601.4 萬 | +$17.2 萬 | 0.2%0.2% | −0.04 |
| Northern LTS FD Tr IV66538H419 | 減碼– | 161,514164,212 | −2,698−1.6% | $603.9 萬$599.0 萬 | −$10.1 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。