EverSource Wealth Advisors, LLC
- SEC CIK
- 0001710537
- 最新申報
- 2026/7/24
2026 年第 1 季到 2026 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
- 211 檔
- 估計 +$1,767 萬
- 加碼
- 1,404 檔
- 估計 +$1.21 億
- 減碼
- 2,414 檔
- 估計 −$7.97 億
- 清倉
- 206 檔
- 估計 −$1,733 萬
總值從 $32.7 億變成 $29.6 億（−$3.08 億 (−9.4%)），持股從 4,380 檔變成 4,385 檔（+5）。
2026 年第 2 季全部持倉2026 年第 1 季全部持倉
股數、市值、佔組合 % 每一格上面是 2026 年第 2 季，下面灰字是 2026 年第 1 季。兩季之間拆股的股票，2026 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 | 減碼依 6 比 1 拆股換算– | 1,282,3402,194,014 | −911,674−41.6% | $1.10 億$1.60 億 | −$7,853 萬 | 3.7%4.9% | −1.15 |
| Vanguard Morningstar Value ETF922908744 | 減碼– | 376,246638,267 | −262,021−41.1% | $8,200 萬$1.25 億 | −$5,710 萬 | 2.8%3.8% | −1.06 |
| Vanguard Ftse Developed Markets ETF921943858 | 減碼– | 1,010,1011,960,679 | −950,578−48.5% | $7,197 萬$1.26 億 | −$6,773 萬 | 2.4%3.8% | −1.41 |
| Praxis FDS74006E736 | 減碼– | 1,509,7652,399,648 | −889,883−37.1% | $5,891 萬$7,885 萬 | −$3,472 萬 | 2.0%2.4% | −0.42 |
| AAPLApple Inc. | 減碼歷史 | 191,650254,789 | −63,139−24.8% | $5,546 萬$6,466 萬 | −$1,827 萬 | 1.9%2.0% | −0.11 |
| Praxis FDS74006E744 | 減碼– | 1,440,0182,362,628 | −922,610−39.1% | $5,016 萬$7,345 萬 | −$3,214 萬 | 1.7%2.2% | −0.55 |
| IAUiShares Gold Trust | 減碼歷史 | 655,374666,445 | −11,071−1.7% | $4,949 萬$5,875 萬 | −$83.6 萬 | 1.7%1.8% | −0.13 |
| NVDANVIDIA Corp | 減碼歷史 | 242,540273,540 | −31,000−11.3% | $4,853 萬$4,771 萬 | −$620.3 萬 | 1.6%1.5% | +0.18 |
| AMATApplied Materials Inc | 減碼歷史 | 51,87856,093 | −4,215−7.5% | $3,751 萬$1,917 萬 | −$304.7 萬 | 1.3%0.6% | +0.68 |
| GOOGLAlphabet Inc. | 減碼歷史 | 103,812121,438 | −17,626−14.5% | $3,710 萬$3,492 萬 | −$629.9 萬 | 1.3%1.1% | +0.18 |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | 減碼– | 382,859479,367 | −96,508−20.1% | $3,509 萬$4,393 萬 | −$884.4 萬 | 1.2%1.3% | −0.16 |
| TSLATesla, Inc. | 減碼歷史 | 81,29986,484 | −5,185−6.0% | $3,419 萬$3,215 萬 | −$218.1 萬 | 1.2%1.0% | +0.17 |
| Vanguard Morningstar Total Stock Market ETF922908769 | 減碼– | 90,866121,578 | −30,712−25.3% | $3,362 萬$3,900 萬 | −$1,136 萬 | 1.1%1.2% | −0.06 |
| AMZNAmazon Com Inc | 減碼歷史 | 140,524162,143 | −21,619−13.3% | $3,349 萬$3,377 萬 | −$515.3 萬 | 1.1%1.0% | +0.10 |
| AVGOBroadcom Inc. | 減碼歷史 | 87,009102,979 | −15,970−15.5% | $3,287 萬$3,187 萬 | −$603.3 萬 | 1.1%1.0% | +0.13 |
| Pacer US Cash Cows 100 ETF69374H881 | 減碼– | 510,235518,469 | −8,234−1.6% | $3,174 萬$3,244 萬 | −$51.2 萬 | 1.1%1.0% | +0.08 |
| Vanguard S&P 500 ETF922908363 | 減碼– | 45,76048,650 | −2,890−5.9% | $3,143 萬$2,907 萬 | −$198.5 萬 | 1.1%0.9% | +0.17 |
| APOApollo Global Management, Inc. | 減碼歷史 | 254,392260,401 | −6,009−2.3% | $3,010 萬$2,901 萬 | −$71.1 萬 | 1.0%0.9% | +0.13 |
| MSFTMicrosoft Corp | 減碼歷史 | 80,32695,488 | −15,162−15.9% | $2,996 萬$3,535 萬 | −$565.6 萬 | 1.0%1.1% | −0.07 |
| Vanguard Dividend Appreciation ETF921908844 | 減碼– | 123,689126,760 | −3,071−2.4% | $2,927 萬$2,726 萬 | −$72.7 萬 | 1.0%0.8% | +0.15 |
| Vanguard Short-Term Bond ETF921937827 | 減碼– | 369,592564,718 | −195,126−34.6% | $2,879 萬$4,428 萬 | −$1,520 萬 | 1.0%1.4% | −0.38 |
| ASMLASML Holding NV | 減碼歷史 | 14,13915,058 | −919−6.1% | $2,813 萬$1,989 萬 | −$182.8 萬 | 0.9%0.6% | +0.34 |
| Dimensional U.S. Core Equity 2 ETF25434V708 | 減碼– | 580,195689,740 | −109,545−15.9% | $2,574 萬$2,680 萬 | −$485.9 萬 | 0.9%0.8% | +0.05 |
| Vanguard Ftse Emerging Markets ETF922042858 | 減碼– | 414,758780,631 | −365,873−46.9% | $2,476 萬$4,219 萬 | −$2,184 萬 | 0.8%1.3% | −0.45 |
| FBTCFidelity Wise Origin Bitcoin Fund | 加碼歷史 | 458,888452,375 | +6,513+1.4% | $2,343 萬$2,670 萬 | +$33.2 萬 | 0.8%0.8% | −0.03 |
| Capital Group Core Equity Et14020V108 | 加碼– | 521,110495,894 | +25,216+5.1% | $2,318 萬$1,905 萬 | +$112.2 萬 | 0.8%0.6% | +0.20 |
| SPYSPDR S&P 500 ETF Trust | 加碼歷史 | 30,40330,081 | +322+1.1% | $2,270 萬$1,956 萬 | +$24.0 萬 | 0.8%0.6% | +0.17 |
| iShares Core S&P 500 ETF464287200 | 減碼– | 28,27632,099 | −3,823−11.9% | $2,118 萬$2,097 萬 | −$286.3 萬 | 0.7%0.6% | +0.07 |
| Capital Grp Fixed Incm ETF T14020Y102 | 加碼– | 949,401692,902 | +256,499+37.0% | $2,116 萬$1,548 萬 | +$571.7 萬 | 0.7%0.5% | +0.24 |
| Capital Group Intl Focus EQT14019W109 | 加碼– | 611,144552,499 | +58,645+10.6% | $2,116 萬$1,629 萬 | +$203.0 萬 | 0.7%0.5% | +0.22 |
| iShares Core Dividend Growth ETF46434V621 | 減碼– | 275,263282,858 | −7,595−2.7% | $2,086 萬$1,985 萬 | −$57.6 萬 | 0.7%0.6% | +0.10 |
| American Centy ETF Tr025072703 | 減碼– | 231,308277,376 | −46,068−16.6% | $2,063 萬$2,353 萬 | −$410.9 萬 | 0.7%0.7% | −0.02 |
| Invesco Exch Traded FD Tr II46138G698 | 減碼– | 156,391158,033 | −1,642−1.0% | $1,998 萬$1,816 萬 | −$21.0 萬 | 0.7%0.6% | +0.12 |
| Vanguard Total International Bond ETF92203J407 | 減碼– | 411,825760,455 | −348,630−45.8% | $1,994 萬$3,654 萬 | −$1,688 萬 | 0.7%1.1% | −0.44 |
| Invesco QQQ Trust Series I46090E103 | 減碼– | 26,83627,109 | −273−1.0% | $1,976 萬$1,565 萬 | −$20.1 萬 | 0.7%0.5% | +0.19 |
| Ea Series Trust02072L532 | 加碼– | 674,171647,398 | +26,773+4.1% | $1,968 萬$1,642 萬 | +$78.1 萬 | 0.7%0.5% | +0.16 |
| ETF Opportunities Trust26923N405 | 減碼– | 425,032500,722 | −75,690−15.1% | $1,966 萬$2,094 萬 | −$350.0 萬 | 0.7%0.6% | +0.02 |
| Dimensional ETF Trust25434V799 | 減碼– | 524,928526,521 | −1,593−0.3% | $1,956 萬$1,871 萬 | −$5.94 萬 | 0.7%0.6% | +0.09 |
| GOOGAlphabet Inc. | 減碼歷史 | 51,19073,566 | −22,376−30.4% | $1,809 萬$2,110 萬 | −$790.6 萬 | 0.6%0.6% | −0.03 |
| Capital Group Growth ETF14020G101 | 加碼– | 381,423321,269 | +60,154+18.7% | $1,800 萬$1,291 萬 | +$283.9 萬 | 0.6%0.4% | +0.21 |
| Vanguard Morningstar Small-Cap ETF922908751 | 減碼– | 58,318110,024 | −51,706−47.0% | $1,768 萬$2,882 萬 | −$1,567 萬 | 0.6%0.9% | −0.28 |
| DELLDell Technologies Inc. | 減碼歷史 | 38,63639,865 | −1,229−3.1% | $1,667 萬$654.3 萬 | −$53.0 萬 | 0.6%0.2% | +0.36 |
| iShares MSCI Eafe ETF464287465 | 加碼– | 154,929145,421 | +9,508+6.5% | $1,609 萬$1,412 萬 | +$98.8 萬 | 0.5%0.4% | +0.11 |
| ETF Opportunities Trust26923N397 | 加碼– | 540,869499,446 | +41,423+8.3% | $1,595 萬$1,379 萬 | +$122.1 萬 | 0.5%0.4% | +0.12 |
| PLTRPalantir Technologies Inc. | 減碼歷史 | 127,814135,699 | −7,885−5.8% | $1,491 萬$1,985 萬 | −$92.0 萬 | 0.5%0.6% | −0.10 |
| PIMCO ETF Tr72201R585 | 減碼– | 556,814596,847 | −40,033−6.7% | $1,477 萬$1,564 萬 | −$106.2 萬 | 0.5%0.5% | +0.02 |
| Vanguard Instl Index FD922040845 | 減碼– | 194,532253,575 | −59,043−23.3% | $1,472 萬$1,918 萬 | −$446.8 萬 | 0.5%0.6% | −0.09 |
| Vanguard Scottsdale FDS92206C706 | 減碼– | 247,096265,925 | −18,829−7.1% | $1,457 萬$1,584 萬 | −$111.1 萬 | 0.5%0.5% | +0.01 |
| PGRProgressive Corp | 減碼歷史 | 66,00768,133 | −2,126−3.1% | $1,442 萬$1,351 萬 | −$46.4 萬 | 0.5%0.4% | +0.07 |
| CRHCRH Public Ltd Co | 減碼歷史 | 134,019135,164 | −1,145−0.8% | $1,434 萬$1,421 萬 | −$12.3 萬 | 0.5%0.4% | +0.05 |
| Pgim ETF Tr69344A834 | 減碼– | 271,017274,467 | −3,450−1.3% | $1,390 萬$1,405 萬 | −$17.7 萬 | 0.5%0.4% | +0.04 |
| METAMeta Platforms, Inc. | 減碼歷史 | 24,25926,980 | −2,721−10.1% | $1,366 萬$1,544 萬 | −$153.3 萬 | 0.5%0.5% | −0.01 |
| MUMicron Technology Inc | 減碼歷史 | 10,98714,917 | −3,930−26.3% | $1,268 萬$504.0 萬 | −$453.6 萬 | 0.4%0.2% | +0.27 |
| Dimensional ETF Trust25434V625 | 減碼– | 153,132169,271 | −16,139−9.5% | $1,255 萬$1,220 萬 | −$132.3 萬 | 0.4%0.4% | +0.05 |
| Elevation Series Trust210322202 | 減碼– | 409,027600,714 | −191,687−31.9% | $1,215 萬$1,611 萬 | −$569.6 萬 | 0.4%0.5% | −0.08 |
| FANGDiamondback Energy, Inc. | 減碼歷史 | 69,03970,254 | −1,215−1.7% | $1,214 萬$1,390 萬 | −$21.4 萬 | 0.4%0.4% | −0.02 |
| CRWDCrowdStrike Holdings, Inc. | 減碼歷史 | 15,52616,472 | −946−5.7% | $1,185 萬$643.1 萬 | −$72.2 萬 | 0.4%0.2% | +0.20 |
| JPMJPMorgan Chase & Co | 減碼歷史 | 35,95050,412 | −14,462−28.7% | $1,177 萬$1,483 萬 | −$473.4 萬 | 0.4%0.5% | −0.06 |
| iShares Russell 2000 Growth ETF464287648 | 加碼– | 29,733229 | +29,504+12,883.8% | $1,171 萬$7.19 萬 | +$1,162 萬 | 0.4%<0.1% | +0.39 |
| Vanguard Scottsdale FDS92206C102 | 加碼– | 198,148162,479 | +35,669+22.0% | $1,153 萬$951.2 萬 | +$207.6 萬 | 0.4%0.3% | +0.10 |
| Fidelity Covington Trust31609A404 | 減碼– | 275,674339,918 | −64,244−18.9% | $1,106 萬$1,264 萬 | −$257.8 萬 | 0.4%0.4% | −0.01 |
| Goldman Sachs ETF Tr381430107 | 加碼– | 230,319228,463 | +1,856+0.8% | $1,053 萬$985.4 萬 | +$8.48 萬 | 0.4%0.3% | +0.05 |
| iShares Tr464288588 | 減碼– | 111,311114,489 | −3,178−2.8% | $1,052 萬$1,087 萬 | −$30.0 萬 | 0.4%0.3% | +0.02 |
| KKRKKR & Co. Inc. | 減碼歷史 | 108,313115,809 | −7,496−6.5% | $994.1 萬$1,071 萬 | −$68.8 萬 | 0.3%0.3% | +0.01 |
| Vanguard Mortgage-Backed Securities ETF92206C771 | 減碼– | 212,186384,290 | −172,104−44.8% | $993.2 萬$1,804 萬 | −$805.6 萬 | 0.3%0.6% | −0.22 |
| Vanguard Total Bond Market ETF921937835 | 減碼– | 131,163132,570 | −1,407−1.1% | $962.9 萬$976.2 萬 | −$10.3 萬 | 0.3%0.3% | +0.03 |
| BRK.BBerkshire Hathaway Inc | 減碼歷史 | 19,22722,349 | −3,122−14.0% | $962.1 萬$1,071 萬 | −$156.2 萬 | 0.3%0.3% | 0.00 |
| PANWPalo Alto Networks Inc | 減碼歷史 | 28,17836,503 | −8,325−22.8% | $960.9 萬$585.2 萬 | −$283.9 萬 | 0.3%0.2% | +0.15 |
| Vanguard Intermediate-Term Bond ETF921937819 | 減碼– | 124,258222,339 | −98,081−44.1% | $953.1 萬$1,716 萬 | −$752.3 萬 | 0.3%0.5% | −0.20 |
| HOODRobinhood Markets, Inc. | 加碼歷史 | 94,09689,840 | +4,256+4.7% | $943.6 萬$622.6 萬 | +$42.7 萬 | 0.3%0.2% | +0.13 |
| WMTWalmart Inc. | 減碼歷史 | 81,600113,451 | −31,851−28.1% | $924.2 萬$1,410 萬 | −$360.8 萬 | 0.3%0.4% | −0.12 |
| AZOAutoZone Inc | 減碼歷史 | 2,7883,025 | −237−7.8% | $890.9 萬$1,021 萬 | −$75.7 萬 | 0.3%0.3% | −0.01 |
| LLYEli Lilly & Co | 減碼歷史 | 7,3789,620 | −2,242−23.3% | $885.1 萬$884.8 萬 | −$269.0 萬 | 0.3%0.3% | +0.03 |
| Vanguard BD Index FDS921937793 | 減碼– | 123,953231,633 | −107,680−46.5% | $854.4 萬$1,593 萬 | −$742.2 萬 | 0.3%0.5% | −0.20 |
| iShares Broad Usd Investment Grade Corporate Bond ETF464288620 | 加碼– | 164,24746,046 | +118,201+256.7% | $842.4 萬$235.9 萬 | +$606.3 萬 | 0.3%0.1% | +0.21 |
| POOLPool Corp | 加碼歷史 | 37,236923 | +36,313+3,934.2% | $800.2 萬$18.7 萬 | +$780.4 萬 | 0.3%<0.1% | +0.26 |
| J P Morgan Exchange Traded F46641Q332 | 加碼– | 139,974133,423 | +6,551+4.9% | $790.6 萬$756.2 萬 | +$37.0 萬 | 0.3%0.2% | +0.04 |
| CIENCiena Corp | 減碼歷史 | 15,87720,512 | −4,635−22.6% | $778.9 萬$796.3 萬 | −$227.4 萬 | 0.3%0.2% | +0.02 |
| Dimensional ETF Trust25434V401 | 加碼– | 93,26393,133 | +130+0.1% | $764.2 萬$660.4 萬 | +$1.07 萬 | 0.3%0.2% | +0.06 |
| Northern LTS FD Tr IV66537J796 | 加碼– | 26,54223,454 | +3,088+13.2% | $759.3 萬$587.7 萬 | +$88.3 萬 | 0.3%0.2% | +0.08 |
| Capital Group Dividend Value14020W106 | 加碼– | 153,273113,985 | +39,288+34.5% | $755.3 萬$484.9 萬 | +$193.6 萬 | 0.3%0.1% | +0.11 |
| HQYHealthequity, Inc. | 加碼歷史 | 83,39365,890 | +17,503+26.6% | $753.2 萬$550.6 萬 | +$158.1 萬 | 0.3%0.2% | +0.09 |
| HDHome Depot, Inc. | 減碼歷史 | 21,33837,212 | −15,874−42.7% | $752.6 萬$1,224 萬 | −$559.9 萬 | 0.3%0.4% | −0.12 |
| BXBlackstone Inc. | 加碼歷史 | 63,71462,997 | +717+1.1% | $749.7 萬$724.4 萬 | +$8.44 萬 | 0.3%0.2% | +0.03 |
| RBARB Global Inc. | 減碼歷史 | 64,12268,084 | −3,962−5.8% | $746.7 萬$652.6 萬 | −$46.1 萬 | 0.3%0.2% | +0.05 |
| Vanguard Total World Stock ETF922042742 | 加碼– | 45,58545,023 | +562+1.2% | $715.5 萬$622.8 萬 | +$8.82 萬 | 0.2%0.2% | +0.05 |
| KEXKirby Corp | 減碼歷史 | 52,08452,150 | −66−0.1% | $708.2 萬$693.0 萬 | −$8,974.11 | 0.2%0.2% | +0.03 |
| Invesco Exch Traded FD Tr II46138G672 | 減碼– | 47,60347,863 | −260−0.5% | $696.2 萬$613.9 萬 | −$3.80 萬 | 0.2%0.2% | +0.05 |
| Amplify ETF Tr032108722 | 加碼– | 165,082155,789 | +9,293+6.0% | $693.3 萬$630.5 萬 | +$39.0 萬 | 0.2%0.2% | +0.04 |
| Dimensional Emerging Core Equity Market ETF25434V302 | 加碼– | 171,979169,072 | +2,907+1.7% | $691.5 萬$572.5 萬 | +$11.7 萬 | 0.2%0.2% | +0.06 |
| Vanguard Scottsdale FDS92206C409 | 減碼– | 86,651235,621 | −148,970−63.2% | $684.8 萬$1,868 萬 | −$1,177 萬 | 0.2%0.6% | −0.34 |
| AMDAdvanced Micro Devices Inc | 減碼歷史 | 11,54212,252 | −710−5.8% | $670.5 萬$249.2 萬 | −$41.2 萬 | 0.2%0.1% | +0.15 |
| Amplify ETF Tr032108409 | 減碼– | 144,310153,620 | −9,310−6.1% | $659.5 萬$689.0 萬 | −$42.5 萬 | 0.2%0.2% | +0.01 |
| Dimensional ETF Trust25434V724 | 減碼– | 119,826188,727 | −68,901−36.5% | $659.2 萬$914.6 萬 | −$379.0 萬 | 0.2%0.3% | −0.06 |
| GNRCGenerac Holdings Inc. | 加碼歷史 | 22,4799,017 | +13,462+149.3% | $658.2 萬$176.1 萬 | +$394.2 萬 | 0.2%0.1% | +0.17 |
| Vanguard High Dividend Yield Index ETF921946406 | 加碼– | 41,63240,662 | +970+2.4% | $657.9 萬$602.2 萬 | +$15.3 萬 | 0.2%0.2% | +0.04 |
| CVXChevron Corp | 減碼歷史 | 39,46245,548 | −6,086−13.4% | $654.1 萬$942.4 萬 | −$100.9 萬 | 0.2%0.3% | −0.07 |
| AMGNAmgen Inc | 減碼歷史 | 17,47719,686 | −2,209−11.2% | $632.9 萬$692.7 萬 | −$80.0 萬 | 0.2%0.2% | 0.00 |
| Northern LTS FD Tr IV66538H419 | 加碼– | 163,517161,514 | +2,003+1.2% | $623.5 萬$603.9 萬 | +$7.64 萬 | 0.2%0.2% | +0.03 |
| First Trust Rising Dividend Achievers ETF33738R506 | 加碼– | 76,91667,970 | +8,946+13.2% | $623.4 萬$464.1 萬 | +$72.5 萬 | 0.2%0.1% | +0.07 |
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。