EverSource Wealth Advisors, LLC
BIRMINGHAM AL · SEC CIK 0001710537
$32.82亿2026Q1 申报市值
4,383持仓数
25.1%前十大占比 · 第一大 4.9%
224 / 150新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
VUG 加仓+$7,550.91万
VEA 加仓+$5,836.93万
VTV 加仓+$5,634.69万
PRAXIS IMPACT LA 加仓+$3,458.09万
PRAXIS IMPACT LA 加仓+$3,067.78万
2026Q1 卖出最多 按季末市值估算
VBIL 减仓-$1,317.23万
SPYG 减仓-$1,133.83万
BIL 减仓-$717.52万
PIMCO INCOME STR 减仓-$696.51万
DIMENSIONAL US H 减仓-$598.06万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| BRK/A | BERKSHIRE HATHAWAY INC DEL CL A | $359.07万 | 0.11% | 5 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $359.54万 | 0.11% | 51,546 | 5,819 | 12.7% | $40.59万 | 加仓 |
| COWG | PACER US LARGE CAP CASH COWS GROWTH LEADERS ETF | $359.60万 | 0.11% | 106,583 | 18,323 | 20.8% | $61.82万 | 加仓 |
| MA | MASTERCARD INCORPORATED CL A | $361.23万 | 0.11% | 7,231 | 967 | 15.4% | $48.31万 | 加仓 |
| IVW | ISHARES S&P 500 GROWTH ETF | $363.42万 | 0.11% | 32,130 | 6,093 | 23.4% | $68.92万 | 加仓 |
| TBG | TBG DIVIDEND FOCUS ETF | $364.92万 | 0.11% | 104,681 | 19,837 | 23.4% | $69.15万 | 加仓 |
| VFLO | VICTORYSHARES FREE CASH FLOW ETF | $368.10万 | 0.11% | 93,237 | -4,595 | -4.7% | -$18.14万 | 减仓 |
| MRK | MERCK & CO INC COM | $373.28万 | 0.11% | 31,032 | 7,830 | 33.7% | $94.19万 | 加仓 |
| EFV | ISHARES MSCI EAFE VALUE ETF | $376.06万 | 0.11% | 50,580 | 450 | 0.9% | $3.35万 | 加仓 |
| MS | MORGAN STANLEY COM NEW | $379.73万 | 0.12% | 23,074 | 8,234 | 55.5% | $135.51万 | 加仓 |
| — | DIMENSIONAL US HIGH PROFITABILITY ETF | $393.25万 | 0.12% | 106,979 | -162,694 | -60.3% | -$598.06万 | 减仓 |
| GDX | VANECK GOLD MINERS ETF | $395.94万 | 0.12% | 43,144 | 1,994 | 4.8% | $18.30万 | 加仓 |
| TPSC | TIMOTHY PLAN US SMALL CAP CORE ETF | $398.27万 | 0.12% | 93,831 | 10,515 | 12.6% | $44.63万 | 加仓 |
| JBL | JABIL INC COM | $401.50万 | 0.12% | 15,114 | 7,269 | 92.7% | $193.10万 | 加仓 |
| CRSP | CRISPR THERAPEUTICS AG NAMEN AKT | $426.62万 | 0.13% | 89,683 | 32,218 | 56.1% | $153.26万 | 加仓 |
| DFGR | DIMENSIONAL GLOBAL REAL ESTATE ETF | $433.49万 | 0.13% | 163,087 | -23,867 | -12.8% | -$63.44万 | 减仓 |
| — | DIMENSIONAL US SMALL CAP VALUE ETF | $435.82万 | 0.13% | 124,378 | 20,317 | 19.5% | $71.19万 | 加仓 |
| DFCF | DIMENSIONAL CORE FIXED INCOME ETF | $438.31万 | 0.13% | 103,816 | -23,971 | -18.8% | -$101.21万 | 减仓 |
| LMBS | FIRST TRUST LOW DURATION OPPORTUNITIES ETF | $439.73万 | 0.13% | 88,281 | 88,281 | — | $439.73万 | 新建仓 |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | $456.93万 | 0.14% | 148,934 | 19,082 | 14.7% | $58.54万 | 加仓 |
| DFAX | DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF | $459.62万 | 0.14% | 135,302 | -236 | -0.2% | -$8,017 | 减仓 |
| RDVY | FIRST TRUST RISING DIVIDEND ACHIEVERS ETF | $464.10万 | 0.14% | 67,970 | 1,783 | 2.7% | $12.17万 | 加仓 |
| VTEB | VANGUARD TAX-EXEMPT BOND ETF | $484.01万 | 0.15% | 97,016 | -4,672 | -4.6% | -$23.31万 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE ETF | $484.89万 | 0.15% | 113,985 | 4,419 | 4.0% | $18.80万 | 加仓 |
| AVEM | AVANTIS EMERGING MARKETS EQUITY ETF | $492.75万 | 0.15% | 61,151 | 19,222 | 45.8% | $154.89万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | $496.55万 | 0.15% | 14,693 | 3,044 | 26.1% | $102.87万 | 加仓 |
| DE | DEERE & CO COM | $500.33万 | 0.15% | 8,882 | 784 | 9.7% | $44.16万 | 加仓 |
| HEFA | ISHARES CURRENCY HEDGED MSCI EAFE ETF | $502.05万 | 0.15% | 118,144 | 39,002 | 49.3% | $165.74万 | 加仓 |
| MU | MICRON TECHNOLOGY INC COM | $503.97万 | 0.15% | 14,917 | 5,290 | 54.9% | $178.72万 | 加仓 |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | $508.42万 | 0.15% | 65,936 | 12,586 | 23.6% | $97.05万 | 加仓 |
| SO | SOUTHERN CO COM | $520.91万 | 0.16% | 53,971 | 21,567 | 66.6% | $208.16万 | 加仓 |
| VIGI | Vanguard International Dividend Appreciation ETF | $542.32万 | 0.17% | 61,306 | 6,814 | 12.5% | $60.28万 | 加仓 |
| VBR | VANGUARD SMALL CAP VALUE ETF | $548.08万 | 0.17% | 25,228 | 8,974 | 55.2% | $194.96万 | 加仓 |
| JNJ | JOHNSON & JOHNSON COM | $550.55万 | 0.17% | 22,523 | 7,448 | 49.4% | $182.06万 | 加仓 |
| HQY | HEALTHEQUITY INC COM | $550.64万 | 0.17% | 65,890 | 11,545 | 21.2% | $96.48万 | 加仓 |
| AVDV | AVANTIS INTERNATIONAL SMALL CAP VALUE ETF | $553.11万 | 0.17% | 55,388 | 3,960 | 7.7% | $39.54万 | 加仓 |
| SLV | iShares Silver Trust ETF | $562.18万 | 0.17% | 82,503 | 18,775 | 29.5% | $127.93万 | 加仓 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $565.96万 | 0.17% | 62,516 | 6,830 | 12.3% | $61.83万 | 加仓 |
| DFAE | DIMENSIONAL EMERGING CORE EQUITY MARKET ETF | $572.48万 | 0.17% | 169,072 | 20,981 | 14.2% | $71.04万 | 加仓 |
| DFSD | DIMENSIONAL SHORT-DURATION FIXED INCOME ETF | $580.38万 | 0.18% | 121,215 | -51,742 | -29.9% | -$247.74万 | 减仓 |
| — | APPLIED FINANCE IVS US SMID ETF | $583.26万 | 0.18% | 224,789 | 224,789 | — | $583.26万 | 新建仓 |
| PANW | PALO ALTO NETWORKS INC COM | $585.22万 | 0.18% | 36,503 | 10,146 | 38.5% | $162.66万 | 加仓 |
| V | VISA INC COM CL A | $585.98万 | 0.18% | 19,388 | 1,668 | 9.4% | $50.41万 | 加仓 |
| PTL | INSPIRE 500 ETF | $587.65万 | 0.18% | 23,454 | 16,417 | 233.3% | $411.34万 | 加仓 |
| DHI | D R HORTON INC COM | $594.10万 | 0.18% | 43,296 | -971 | -2.2% | -$13.32万 | 减仓 |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | $602.20万 | 0.18% | 40,662 | -7,233 | -15.1% | -$107.12万 | 减仓 |
| WWJD | INSPIRE INTERNATIONAL ETF | $603.90万 | 0.18% | 161,514 | -2,698 | -1.6% | -$10.09万 | 减仓 |
| — | PGIM SHORT DURATION HIGH YIELD ETF | $609.44万 | 0.19% | 122,883 | 3,471 | 2.9% | $17.21万 | 加仓 |
| RWK | INVESCO S&P MIDCAP 400 REVENUE ETF | $613.89万 | 0.19% | 47,863 | 3,440 | 7.7% | $44.12万 | 加仓 |
| DFIV | DIMENSIONAL INTERNATIONAL VALUE ETF | $621.90万 | 0.19% | 117,830 | -196 | -0.2% | -$1.03万 | 减仓 |
| HOOD | ROBINHOOD MKTS INC COM CL A | $622.59万 | 0.19% | 89,840 | 1,526 | 1.7% | $10.58万 | 加仓 |
| VT | VANGUARD TOTAL WORLD STOCK ETF | $622.76万 | 0.19% | 45,023 | -750 | -1.6% | -$10.37万 | 减仓 |
| TPL | TEXAS PACIFIC LAND CORPORATION COM | $628.44万 | 0.19% | 13,243 | 2,084 | 18.7% | $98.90万 | 加仓 |
| IDVO | AMPLIFY CWP INTERNATIONAL ENHANCED DIVIDEND INCOME ETF | $630.48万 | 0.19% | 155,789 | 114,580 | 278.0% | $463.70万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION COM | $630.53万 | 0.19% | 6,329 | 1,605 | 34.0% | $159.90万 | 加仓 |
| MGK | VANGUARD MEGA CAP GROWTH ETF | $642.56万 | 0.20% | 17,488 | 6,548 | 59.9% | $240.59万 | 加仓 |
| VOE | VANGUARD MID-CAP VALUE ETF | $642.78万 | 0.20% | 34,881 | 11,477 | 49.0% | $211.50万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC CL A | $643.08万 | 0.20% | 16,472 | 185 | 1.1% | $7.22万 | 加仓 |
| RBA | RB GLOBAL INC COM | $652.60万 | 0.20% | 68,084 | 415 | 0.6% | $3.98万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC CL C | $654.31万 | 0.20% | 39,865 | 13,666 | 52.2% | $224.30万 | 加仓 |
| DFUS | DIMENSIONAL U.S. EQUITY MARKET ETF | $660.41万 | 0.20% | 93,133 | 3,730 | 4.2% | $26.45万 | 加仓 |
| NFLX | NETFLIX INC. COM | $665.84万 | 0.20% | 69,250 | 7,214 | 11.6% | $69.36万 | 加仓 |
| GLD | SPDR Gold Shares ETF | $688.69万 | 0.21% | 16,005 | 5,821 | 57.2% | $250.48万 | 加仓 |
| DIVO | AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF | $688.99万 | 0.21% | 153,620 | 78,856 | 105.5% | $353.67万 | 加仓 |
| AMGN | AMGEN INC COM | $692.67万 | 0.21% | 19,686 | 131 | 0.7% | $4.61万 | 加仓 |
| KEX | KIRBY CORP COM | $692.97万 | 0.21% | 52,150 | -568 | -1.1% | -$7.55万 | 减仓 |
| MSTR | STRATEGY INC CL A NEW | $697.15万 | 0.21% | 55,861 | 3,255 | 6.2% | $40.62万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC COM | $701.02万 | 0.21% | 8,287 | 3,351 | 67.9% | $283.47万 | 加仓 |
| MGV | VANGUARD MEGA CAP VALUE ETF | $718.54万 | 0.22% | 49,571 | 18,206 | 58.0% | $263.90万 | 加仓 |
| BX | BLACKSTONE INC COM | $724.40万 | 0.22% | 62,997 | 6,996 | 12.5% | $80.45万 | 加仓 |
| JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | $756.24万 | 0.23% | 133,423 | -23,950 | -15.2% | -$135.75万 | 减仓 |
| CIEN | CIENA CORP COM NEW | $796.34万 | 0.24% | 20,512 | -3,601 | -14.9% | -$139.80万 | 减仓 |
| LLY | ELI LILLY & CO COM | $884.77万 | 0.27% | 9,620 | 2,491 | 34.9% | $229.10万 | 加仓 |
| DFUV | DIMENSIONAL US MARKETWIDE VALUE ETF | $914.57万 | 0.28% | 188,727 | 8,359 | 4.6% | $40.51万 | 加仓 |
| IWN | ISHARES RUSSELL 2000 VALUE ETF | $940.28万 | 0.29% | 49,596 | 48,506 | 4,450.1% | $919.62万 | 加仓 |
| CVX | CHEVRON CORPORATION COM | $942.36万 | 0.29% | 45,548 | 6,009 | 15.2% | $124.32万 | 加仓 |
| VGSH | VANGUARD SHORT-TERM TREASURY ETF | $951.15万 | 0.29% | 162,479 | 8,256 | 5.4% | $48.33万 | 加仓 |
| BND | VANGUARD TOTAL BOND MARKET ETF | $976.25万 | 0.30% | 132,570 | 15,497 | 13.2% | $114.12万 | 加仓 |
| GSIE | GOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETF | $985.36万 | 0.30% | 228,463 | 115 | 0.1% | $4,960 | 加仓 |
| AZO | AUTOZONE INC COM | $1,021.47万 | 0.31% | 3,025 | 234 | 8.4% | $79.02万 | 加仓 |
| — | EXXON MOBIL CORP COM | $1,033.68万 | 0.31% | 60,927 | 11,400 | 23.0% | $193.41万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $1,070.97万 | 0.33% | 22,349 | -923 | -4.0% | -$44.23万 | 减仓 |
| KKR | KKR & CO INC COM | $1,071.24万 | 0.33% | 115,809 | 12,616 | 12.2% | $116.70万 | 加仓 |
| MBB | ISHARES MBS ETF | $1,087.07万 | 0.33% | 114,489 | 1,626 | 1.4% | $15.44万 | 加仓 |
| — | DIMENSIONAL US CORE EQUITY 1 ETF | $1,220.10万 | 0.37% | 169,271 | 841 | 0.5% | $6.06万 | 加仓 |
| HD | HOME DEPOT INC COM | $1,223.87万 | 0.37% | 37,212 | 8,508 | 29.6% | $279.82万 | 加仓 |
| FENI | FIDELITY ENHANCED INTERNATIONAL ETF | $1,264.49万 | 0.39% | 339,918 | 131,198 | 62.9% | $488.06万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $1,291.18万 | 0.39% | 321,269 | 21,492 | 7.2% | $86.38万 | 加仓 |
| PGR | PROGRESSIVE CORP COM | $1,350.67万 | 0.41% | 68,133 | 316 | 0.5% | $6.26万 | 加仓 |
| RAA | SMI 3FOURTEEN REAL ASSET ALLOCATION ETF | $1,379.01万 | 0.42% | 499,446 | 135,580 | 37.3% | $374.35万 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC COM | $1,389.57万 | 0.42% | 70,254 | 2,277 | 3.3% | $45.04万 | 加仓 |
| PAAA | PGIM AAA CLO ETF | $1,404.72万 | 0.43% | 274,467 | -15,350 | -5.3% | -$78.56万 | 减仓 |
| WMT | WALMART INC COM | $1,409.99万 | 0.43% | 113,451 | 22,568 | 24.8% | $280.48万 | 加仓 |
| EFA | ISHARES MSCI EAFE ETF | $1,412.48万 | 0.43% | 145,421 | -7,956 | -5.2% | -$77.28万 | 减仓 |
| CRH | CRH PLC ORD | $1,420.85万 | 0.43% | 135,164 | 6,114 | 4.7% | $64.27万 | 加仓 |
| JPM | JPMORGAN CHASE & CO COM | $1,482.96万 | 0.45% | 50,412 | 14,771 | 41.4% | $434.52万 | 加仓 |
| META | META PLATFORMS INC CL A | $1,543.65万 | 0.47% | 26,980 | 3,343 | 14.1% | $191.27万 | 加仓 |
| CGCP | CAPITAL GROUP CORE PLUS INCOME ETF | $1,547.94万 | 0.47% | 692,902 | 71,057 | 11.4% | $158.74万 | 加仓 |
| PYLD | PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | $1,563.74万 | 0.48% | 596,847 | 253,067 | 73.6% | $663.04万 | 加仓 |
| QQQ | INVESCO QQQ TRUST SERIES I | $1,564.71万 | 0.48% | 27,109 | 234 | 0.9% | $13.51万 | 加仓 |