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 |
|---|---|---|---|---|---|---|---|---|
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | $602.20万 | 0.18% | 40,662 | -7,233 | -15.1% | -$107.12万 | 减仓 |
| DHI | D R HORTON INC COM | $594.10万 | 0.18% | 43,296 | -971 | -2.2% | -$13.32万 | 减仓 |
| PTL | INSPIRE 500 ETF | $587.65万 | 0.18% | 23,454 | 16,417 | 233.3% | $411.34万 | 加仓 |
| V | VISA INC COM CL A | $585.98万 | 0.18% | 19,388 | 1,668 | 9.4% | $50.41万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC COM | $585.22万 | 0.18% | 36,503 | 10,146 | 38.5% | $162.66万 | 加仓 |
| — | APPLIED FINANCE IVS US SMID ETF | $583.26万 | 0.18% | 224,789 | 224,789 | — | $583.26万 | 新建仓 |
| DFSD | DIMENSIONAL SHORT-DURATION FIXED INCOME ETF | $580.38万 | 0.18% | 121,215 | -51,742 | -29.9% | -$247.74万 | 减仓 |
| DFAE | DIMENSIONAL EMERGING CORE EQUITY MARKET ETF | $572.48万 | 0.17% | 169,072 | 20,981 | 14.2% | $71.04万 | 加仓 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $565.96万 | 0.17% | 62,516 | 6,830 | 12.3% | $61.83万 | 加仓 |
| SLV | iShares Silver Trust ETF | $562.18万 | 0.17% | 82,503 | 18,775 | 29.5% | $127.93万 | 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 |
| HQY | HEALTHEQUITY INC COM | $550.64万 | 0.17% | 65,890 | 11,545 | 21.2% | $96.48万 | 加仓 |
| JNJ | JOHNSON & JOHNSON COM | $550.55万 | 0.17% | 22,523 | 7,448 | 49.4% | $182.06万 | 加仓 |
| VBR | VANGUARD SMALL CAP VALUE ETF | $548.08万 | 0.17% | 25,228 | 8,974 | 55.2% | $194.96万 | 加仓 |
| VIGI | Vanguard International Dividend Appreciation ETF | $542.32万 | 0.17% | 61,306 | 6,814 | 12.5% | $60.28万 | 加仓 |
| SO | SOUTHERN CO COM | $520.91万 | 0.16% | 53,971 | 21,567 | 66.6% | $208.16万 | 加仓 |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | $508.42万 | 0.15% | 65,936 | 12,586 | 23.6% | $97.05万 | 加仓 |
| MU | MICRON TECHNOLOGY INC COM | $503.97万 | 0.15% | 14,917 | 5,290 | 54.9% | $178.72万 | 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 |
| DE | DEERE & CO COM | $500.33万 | 0.15% | 8,882 | 784 | 9.7% | $44.16万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | $496.55万 | 0.15% | 14,693 | 3,044 | 26.1% | $102.87万 | 加仓 |
| AVEM | AVANTIS EMERGING MARKETS EQUITY ETF | $492.75万 | 0.15% | 61,151 | 19,222 | 45.8% | $154.89万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE ETF | $484.89万 | 0.15% | 113,985 | 4,419 | 4.0% | $18.80万 | 加仓 |
| VTEB | VANGUARD TAX-EXEMPT BOND ETF | $484.01万 | 0.15% | 97,016 | -4,672 | -4.6% | -$23.31万 | 减仓 |
| RDVY | FIRST TRUST RISING DIVIDEND ACHIEVERS ETF | $464.10万 | 0.14% | 67,970 | 1,783 | 2.7% | $12.17万 | 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 |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | $456.93万 | 0.14% | 148,934 | 19,082 | 14.7% | $58.54万 | 加仓 |
| LMBS | FIRST TRUST LOW DURATION OPPORTUNITIES ETF | $439.73万 | 0.13% | 88,281 | 88,281 | — | $439.73万 | 新建仓 |
| DFCF | DIMENSIONAL CORE FIXED INCOME ETF | $438.31万 | 0.13% | 103,816 | -23,971 | -18.8% | -$101.21万 | 减仓 |
| — | DIMENSIONAL US SMALL CAP VALUE ETF | $435.82万 | 0.13% | 124,378 | 20,317 | 19.5% | $71.19万 | 加仓 |
| DFGR | DIMENSIONAL GLOBAL REAL ESTATE ETF | $433.49万 | 0.13% | 163,087 | -23,867 | -12.8% | -$63.44万 | 减仓 |
| CRSP | CRISPR THERAPEUTICS AG NAMEN AKT | $426.62万 | 0.13% | 89,683 | 32,218 | 56.1% | $153.26万 | 加仓 |
| JBL | JABIL INC COM | $401.50万 | 0.12% | 15,114 | 7,269 | 92.7% | $193.10万 | 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 |
| GDX | VANECK GOLD MINERS ETF | $395.94万 | 0.12% | 43,144 | 1,994 | 4.8% | $18.30万 | 加仓 |
| — | DIMENSIONAL US HIGH PROFITABILITY ETF | $393.25万 | 0.12% | 106,979 | -162,694 | -60.3% | -$598.06万 | 减仓 |
| MS | MORGAN STANLEY COM NEW | $379.73万 | 0.12% | 23,074 | 8,234 | 55.5% | $135.51万 | 加仓 |
| EFV | ISHARES MSCI EAFE VALUE ETF | $376.06万 | 0.11% | 50,580 | 450 | 0.9% | $3.35万 | 加仓 |
| MRK | MERCK & CO INC COM | $373.28万 | 0.11% | 31,032 | 7,830 | 33.7% | $94.19万 | 加仓 |
| VFLO | VICTORYSHARES FREE CASH FLOW ETF | $368.10万 | 0.11% | 93,237 | -4,595 | -4.7% | -$18.14万 | 减仓 |
| TBG | TBG DIVIDEND FOCUS ETF | $364.92万 | 0.11% | 104,681 | 19,837 | 23.4% | $69.15万 | 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 |
| MA | MASTERCARD INCORPORATED CL A | $361.23万 | 0.11% | 7,231 | 967 | 15.4% | $48.31万 | 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 |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $359.54万 | 0.11% | 51,546 | 5,819 | 12.7% | $40.59万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL CL A | $359.07万 | 0.11% | 5 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP COM | $358.58万 | 0.11% | 24,375 | 7,916 | 48.1% | $116.45万 | 加仓 |
| — | DIMENSIONAL U.S. TARGETED VALUE ETF | $358.28万 | 0.11% | 57,372 | 552 | 1.0% | $3.45万 | 加仓 |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $357.97万 | 0.11% | 26,935 | 2,507 | 10.3% | $33.32万 | 加仓 |
| FLOT | ISHARES FLOATING RATE BOND ETF | $356.53万 | 0.11% | 69,977 | -39,738 | -36.2% | -$202.46万 | 减仓 |
| — | DIMENSIONAL U.S. SMALL CAP ETF | $351.94万 | 0.11% | 49,479 | -4,275 | -8.0% | -$30.41万 | 减仓 |
| — | SPDR S&P 500 ETF TR CLL OPT 12/27 815.0 CAL 看涨期权 | $351.18万 | 0.11% | 5,400 | 2,700 | 100.0% | $175.59万 | 加仓 |
| MPC | MARATHON PETE CORP COM | $345.11万 | 0.11% | 14,135 | 5,022 | 55.1% | $122.62万 | 加仓 |
| IJH | ISHARES CORE S&P MID-CAP ETF | $342.96万 | 0.10% | 50,786 | 1,258 | 2.5% | $8.50万 | 加仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP PHYSICAL SILVER | $334.19万 | 0.10% | 137,018 | 15,375 | 12.6% | $37.50万 | 加仓 |
| MCK | MCKESSON CORP COM | $328.35万 | 0.10% | 3,796 | 1,515 | 66.4% | $131.05万 | 加仓 |
| IWB | ISHARES RUSSELL 1000 ETF | $326.61万 | 0.10% | 9,160 | -1,342 | -12.8% | -$47.85万 | 减仓 |
| CAT | CATERPILLAR INC COM | $325.78万 | 0.10% | 4,598 | 91 | 2.0% | $6.45万 | 加仓 |
| DFEM | DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF | $325.68万 | 0.10% | 94,264 | 4,714 | 5.3% | $16.29万 | 加仓 |
| GE | GE AEROSPACE COM NEW | $323.48万 | 0.10% | 11,399 | 1,983 | 21.1% | $56.27万 | 加仓 |
| CSCO | CISCO SYS INC COM | $318.29万 | 0.10% | 41,023 | 12,700 | 44.8% | $98.54万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $317.86万 | 0.10% | 82,732 | 20,207 | 32.3% | $77.64万 | 加仓 |
| KO | COCA COLA CO COM | $309.13万 | 0.09% | 40,647 | 14,552 | 55.8% | $110.67万 | 加仓 |
| CALF | PACER US SMALL CAP CASH COWS ETF | $307.08万 | 0.09% | 68,439 | -13,866 | -16.8% | -$62.22万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP COM | $301.46万 | 0.09% | 4,988 | 1,685 | 51.0% | $101.84万 | 加仓 |
| ABBV | ABBVIE INC COM | $300.72万 | 0.09% | 13,827 | 1,817 | 15.1% | $39.52万 | 加仓 |
| TJX | TJX COS INC NEW COM | $299.23万 | 0.09% | 18,738 | 5,052 | 36.9% | $80.68万 | 加仓 |
| GEV | GE VERNOVA INC COM | $297.35万 | 0.09% | 3,406 | 258 | 8.2% | $22.52万 | 加仓 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS INC CL A | $294.63万 | 0.09% | 51,170 | 8,817 | 20.8% | $50.77万 | 加仓 |
| SGOV | ISHARES 0-3 MONTH TREASURY BOND ETF | $288.96万 | 0.09% | 28,706 | 12,316 | 75.1% | $123.97万 | 加仓 |
| VLO | VALERO ENERGY CORP COM | $286.90万 | 0.09% | 11,612 | 3,840 | 49.4% | $94.88万 | 加仓 |
| CLH | CLEAN HARBORS INC COM | $285.24万 | 0.09% | 9,948 | 61 | 0.6% | $1.75万 | 加仓 |
| RTX | RTX CORPORATION COM | $280.58万 | 0.09% | 14,546 | 1,429 | 10.9% | $27.56万 | 加仓 |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | $274.81万 | 0.08% | 6,445 | 1,655 | 34.6% | $70.57万 | 加仓 |
| PG | PROCTER & GAMBLE CO COM | $271.78万 | 0.08% | 18,816 | 8,386 | 80.4% | $121.13万 | 加仓 |
| MAS | MASCO CORP COM | $270.16万 | 0.08% | 44,751 | 582 | 1.3% | $3.51万 | 加仓 |
| — | FIDELITY ENHANCED EMERGING MARKETS ETF | $269.39万 | 0.08% | 78,884 | 27,230 | 52.7% | $92.99万 | 加仓 |
| COP | CONOCOPHILLIPS COM | $267.52万 | 0.08% | 20,267 | -323 | -1.6% | -$4.26万 | 减仓 |
| LIN | LINDE PLC SHS | $266.28万 | 0.08% | 5,372 | 1,107 | 26.0% | $54.87万 | 加仓 |
| AMH | AMERICAN HOMES 4 RENT CL A | $265.40万 | 0.08% | 95,057 | -5,418 | -5.4% | -$15.13万 | 减仓 |
| KLAC | KLA CORP COM NEW | $263.89万 | 0.08% | 1,793 | 207 | 13.1% | $30.47万 | 加仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC COM | $258.07万 | 0.08% | 34,911 | 569 | 1.7% | $4.21万 | 加仓 |
| GCOW | PACER GLOBAL CASH COWS DIVIDEND ETF | $256.71万 | 0.08% | 55,517 | 17,044 | 44.3% | $78.81万 | 加仓 |
| EMXC | ISHARES MSCI EMERGING MARKETS EX CHINA ETF | $251.21万 | 0.08% | 31,936 | 3,390 | 11.9% | $26.67万 | 加仓 |
| WFC | WELLS FARGO & CO COM | $250.39万 | 0.08% | 31,451 | 4,674 | 17.5% | $37.21万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC COM | $249.22万 | 0.08% | 12,252 | 1,290 | 11.8% | $26.24万 | 加仓 |
| SUB | ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | $248.82万 | 0.08% | 23,364 | 6,232 | 36.4% | $66.37万 | 加仓 |
| OXY | OCCIDENTAL PETE CORP COM | $246.59万 | 0.08% | 37,935 | 9,925 | 35.4% | $64.51万 | 加仓 |
| QUAL | ISHARES MSCI USA QUALITY FACTOR ETF | $246.05万 | 0.07% | 12,828 | 1,904 | 17.4% | $36.52万 | 加仓 |
| IWR | ISHARES RUSSELL MIDCAP ETF | $244.44万 | 0.07% | 25,141 | -118 | -0.5% | -$1.15万 | 减仓 |
| FIX | COMFORT SYS USA INC COM | $238.74万 | 0.07% | 1,731 | 187 | 12.1% | $25.79万 | 加仓 |
| — | APPLE INC PUT OPT 12/27 210.0 PUT 看跌期权 | $238.56万 | 0.07% | 9,400 | 4,700 | 100.0% | $119.28万 | 加仓 |
| USIG | ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF | $235.89万 | 0.07% | 46,046 | 824 | 1.8% | $4.22万 | 加仓 |
| TPLC | TIMOTHY PLAN US LARGE/MID CAP CORE ETF | $234.57万 | 0.07% | 50,510 | -9,459 | -15.8% | -$43.93万 | 减仓 |
| DFGX | DIMENSIONAL INTERNATIONAL CORE FIXED INCOME ETF | $233.20万 | 0.07% | 44,461 | -14,920 | -25.1% | -$78.26万 | 减仓 |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $232.53万 | 0.07% | 12,116 | 1,299 | 12.0% | $24.93万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP COM | $232.06万 | 0.07% | 8,309 | 2,219 | 36.4% | $61.97万 | 加仓 |
| CB | CHUBB LTD SWITZ COM | $231.93万 | 0.07% | 7,116 | -157 | -2.2% | -$5.12万 | 减仓 |
| WDC | WESTERN DIGITAL CORP COM | $231.21万 | 0.07% | 8,548 | 1,443 | 20.3% | $39.03万 | 加仓 |
| XBI | STATE STREET SPDR S&P BIOTECH ETF | $231.08万 | 0.07% | 18,092 | -10,626 | -37.0% | -$135.72万 | 减仓 |