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 |
|---|---|---|---|---|---|---|---|---|
| VUG | VANGUARD GROWTH ETF | $1.60亿 | 4.87% | 365,669 | 172,873 | 89.7% | $7,550.91万 | 加仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $1.26亿 | 3.83% | 1,960,679 | 910,882 | 86.8% | $5,836.93万 | 加仓 |
| VTV | VANGUARD VALUE ETF | $1.25亿 | 3.82% | 638,267 | 287,191 | 81.8% | $5,634.69万 | 加仓 |
| — | PRAXIS IMPACT LARGE CAP GROWTH ETF | $7,885.19万 | 2.40% | 2,399,648 | 1,052,377 | 78.1% | $3,458.09万 | 加仓 |
| — | PRAXIS IMPACT LARGE CAP VALUE ETF | $7,345.41万 | 2.24% | 2,362,628 | 986,740 | 71.7% | $3,067.78万 | 加仓 |
| AAPL | APPLE INC COM | $6,466.26万 | 1.97% | 254,789 | 71,745 | 39.2% | $1,820.81万 | 加仓 |
| IAU | iShares Gold Trust ETF | $5,875.38万 | 1.79% | 666,445 | -57,542 | -7.9% | -$507.29万 | 减仓 |
| NVDA | NVIDIA CORPORATION COM | $4,770.56万 | 1.45% | 273,540 | 33,255 | 13.8% | $579.97万 | 加仓 |
| BSV | VANGUARD SHORT-TERM BOND ETF | $4,427.95万 | 1.35% | 564,718 | 217,378 | 62.6% | $1,704.46万 | 加仓 |
| BIL | STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | $4,392.92万 | 1.34% | 479,367 | -78,298 | -14.0% | -$717.52万 | 减仓 |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | $4,219.32万 | 1.29% | 780,631 | 356,089 | 83.9% | $1,924.66万 | 加仓 |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $3,900.29万 | 1.19% | 121,578 | 25,819 | 27.0% | $828.29万 | 加仓 |
| BNDX | VANGUARD TOTAL INTERNATIONAL BOND ETF | $3,653.99万 | 1.11% | 760,455 | 368,036 | 93.8% | $1,768.41万 | 加仓 |
| MSFT | MICROSOFT CORP COM | $3,534.66万 | 1.08% | 95,488 | 26,285 | 38.0% | $972.99万 | 加仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $3,492.05万 | 1.06% | 121,438 | 14,795 | 13.9% | $425.44万 | 加仓 |
| AMZN | AMAZON COM INC COM | $3,376.97万 | 1.03% | 162,143 | 23,647 | 17.1% | $492.50万 | 加仓 |
| COWZ | PACER US CASH COWS 100 ETF | $3,243.54万 | 0.99% | 518,469 | 21,367 | 4.3% | $133.67万 | 加仓 |
| TSLA | TESLA INC COM | $3,215.06万 | 0.98% | 86,484 | 5,360 | 6.6% | $199.26万 | 加仓 |
| AVGO | BROADCOM INC COM | $3,187.36万 | 0.97% | 102,979 | 9,882 | 10.6% | $305.86万 | 加仓 |
| VOO | VANGUARD S&P 500 ETF | $2,907.06万 | 0.89% | 48,650 | 1,125 | 2.4% | $67.22万 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC COM | $2,901.40万 | 0.88% | 260,401 | -7,627 | -2.8% | -$84.98万 | 减仓 |
| VB | VANGUARD SMALL-CAP ETF | $2,881.76万 | 0.88% | 110,024 | 52,410 | 91.0% | $1,372.73万 | 加仓 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $2,726.10万 | 0.83% | 126,760 | 1,415 | 1.1% | $30.43万 | 加仓 |
| — | DIMENSIONAL U.S. CORE EQUITY 2 ETF | $2,680.33万 | 0.82% | 689,740 | -518 | -0.1% | -$2.01万 | 减仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN FUND | $2,670.37万 | 0.81% | 452,375 | 22,872 | 5.3% | $135.01万 | 加仓 |
| AVDE | AVANTIS INTERNATIONAL EQUITY ETF | $2,353.26万 | 0.72% | 277,376 | 91,250 | 49.0% | $774.17万 | 加仓 |
| GOOG | ALPHABET INC CAP STK CL C | $2,110.35万 | 0.64% | 73,566 | 22,915 | 45.2% | $657.35万 | 加仓 |
| IVV | ISHARES CORE S&P 500 ETF | $2,096.76万 | 0.64% | 32,099 | 150 | 0.5% | $9.80万 | 加仓 |
| VSLU | APPLIED FINANCE VALUATION LARGE CAP ETF | $2,093.52万 | 0.64% | 500,722 | 184,476 | 58.3% | $771.29万 | 加仓 |
| ASML | ASML HLDG NV N Y REGISTRY SHS | $1,988.87万 | 0.61% | 15,058 | 66 | 0.4% | $8.72万 | 加仓 |
| DGRO | ISHARES CORE DIVIDEND GROWTH ETF | $1,985.10万 | 0.60% | 282,858 | 10,285 | 3.8% | $72.18万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $1,985.01万 | 0.60% | 135,699 | 927 | 0.7% | $13.56万 | 加仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $1,956.27万 | 0.60% | 30,081 | 2,995 | 11.1% | $194.78万 | 加仓 |
| VBIL | VANGUARD 0-3 MONTH TREASURY BILL ETF | $1,918.28万 | 0.58% | 253,575 | -174,122 | -40.7% | -$1,317.23万 | 减仓 |
| AMAT | APPLIED MATLS INC COM | $1,917.21万 | 0.58% | 56,093 | -1,082 | -1.9% | -$36.98万 | 减仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ETF | $1,905.23万 | 0.58% | 495,894 | 30,530 | 6.6% | $117.30万 | 加仓 |
| DFIC | DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF | $1,870.73万 | 0.57% | 526,521 | 47,951 | 10.0% | $170.37万 | 加仓 |
| VCSH | VANGUARD SHORT-TERM CORPORATE BOND ETF | $1,867.77万 | 0.57% | 235,621 | -3,214 | -1.3% | -$25.48万 | 减仓 |
| RWL | INVESCO S&P 500 REVENUE ETF | $1,815.95万 | 0.55% | 158,033 | 2,014 | 1.3% | $23.14万 | 加仓 |
| VMBS | VANGUARD MORTGAGE-BACKED SECURITIES ETF | $1,804.24万 | 0.55% | 384,290 | 184,230 | 92.1% | $864.96万 | 加仓 |
| BIV | VANGUARD INTERMEDIATE-TERM BOND ETF | $1,716.01万 | 0.52% | 222,339 | 103,982 | 87.9% | $802.53万 | 加仓 |
| BSVO | EA BRIDGEWAY OMNI SMALL-CAP VALUE ETF | $1,642.45万 | 0.50% | 647,398 | 24,587 | 3.9% | $62.38万 | 加仓 |
| CGXU | CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF | $1,629.32万 | 0.50% | 552,499 | 10,911 | 2.0% | $32.18万 | 加仓 |
| — | Sovereigns Capital Flourish Fund | $1,610.52万 | 0.49% | 600,714 | 145,551 | 32.0% | $390.22万 | 加仓 |
| BLV | VANGUARD LONG-TERM BOND ETF | $1,593.17万 | 0.49% | 231,633 | 113,717 | 96.4% | $782.14万 | 加仓 |
| VGIT | VANGUARD INTERMEDIATE-TERM TREASURY ETF | $1,583.58万 | 0.48% | 265,925 | 37,835 | 16.6% | $225.31万 | 加仓 |
| QQQ | INVESCO QQQ TRUST SERIES I | $1,564.71万 | 0.48% | 27,109 | 234 | 0.9% | $13.51万 | 加仓 |
| 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 |
| CGCP | CAPITAL GROUP CORE PLUS INCOME ETF | $1,547.94万 | 0.47% | 692,902 | 71,057 | 11.4% | $158.74万 | 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 |
| JPM | JPMORGAN CHASE & CO COM | $1,482.96万 | 0.45% | 50,412 | 14,771 | 41.4% | $434.52万 | 加仓 |
| CRH | CRH PLC ORD | $1,420.85万 | 0.43% | 135,164 | 6,114 | 4.7% | $64.27万 | 加仓 |
| EFA | ISHARES MSCI EAFE ETF | $1,412.48万 | 0.43% | 145,421 | -7,956 | -5.2% | -$77.28万 | 减仓 |
| WMT | WALMART INC COM | $1,409.99万 | 0.43% | 113,451 | 22,568 | 24.8% | $280.48万 | 加仓 |
| PAAA | PGIM AAA CLO ETF | $1,404.72万 | 0.43% | 274,467 | -15,350 | -5.3% | -$78.56万 | 减仓 |
| FANG | DIAMONDBACK ENERGY INC COM | $1,389.57万 | 0.42% | 70,254 | 2,277 | 3.3% | $45.04万 | 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 |
| PGR | PROGRESSIVE CORP COM | $1,350.67万 | 0.41% | 68,133 | 316 | 0.5% | $6.26万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $1,291.18万 | 0.39% | 321,269 | 21,492 | 7.2% | $86.38万 | 加仓 |
| FENI | FIDELITY ENHANCED INTERNATIONAL ETF | $1,264.49万 | 0.39% | 339,918 | 131,198 | 62.9% | $488.06万 | 加仓 |
| HD | HOME DEPOT INC COM | $1,223.87万 | 0.37% | 37,212 | 8,508 | 29.6% | $279.82万 | 加仓 |
| — | DIMENSIONAL US CORE EQUITY 1 ETF | $1,220.10万 | 0.37% | 169,271 | 841 | 0.5% | $6.06万 | 加仓 |
| MBB | ISHARES MBS ETF | $1,087.07万 | 0.33% | 114,489 | 1,626 | 1.4% | $15.44万 | 加仓 |
| KKR | KKR & CO INC COM | $1,071.24万 | 0.33% | 115,809 | 12,616 | 12.2% | $116.70万 | 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 |
| — | EXXON MOBIL CORP COM | $1,033.68万 | 0.31% | 60,927 | 11,400 | 23.0% | $193.41万 | 加仓 |
| AZO | AUTOZONE INC COM | $1,021.47万 | 0.31% | 3,025 | 234 | 8.4% | $79.02万 | 加仓 |
| GSIE | GOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETF | $985.36万 | 0.30% | 228,463 | 115 | 0.1% | $4,960 | 加仓 |
| BND | VANGUARD TOTAL BOND MARKET ETF | $976.25万 | 0.30% | 132,570 | 15,497 | 13.2% | $114.12万 | 加仓 |
| VGSH | VANGUARD SHORT-TERM TREASURY ETF | $951.15万 | 0.29% | 162,479 | 8,256 | 5.4% | $48.33万 | 加仓 |
| CVX | CHEVRON CORPORATION COM | $942.36万 | 0.29% | 45,548 | 6,009 | 15.2% | $124.32万 | 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 |
| DFUV | DIMENSIONAL US MARKETWIDE VALUE ETF | $914.57万 | 0.28% | 188,727 | 8,359 | 4.6% | $40.51万 | 加仓 |
| LLY | ELI LILLY & CO COM | $884.77万 | 0.27% | 9,620 | 2,491 | 34.9% | $229.10万 | 加仓 |
| CIEN | CIENA CORP COM NEW | $796.34万 | 0.24% | 20,512 | -3,601 | -14.9% | -$139.80万 | 减仓 |
| JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | $756.24万 | 0.23% | 133,423 | -23,950 | -15.2% | -$135.75万 | 减仓 |
| BX | BLACKSTONE INC COM | $724.40万 | 0.22% | 62,997 | 6,996 | 12.5% | $80.45万 | 加仓 |
| MGV | VANGUARD MEGA CAP VALUE ETF | $718.54万 | 0.22% | 49,571 | 18,206 | 58.0% | $263.90万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC COM | $701.02万 | 0.21% | 8,287 | 3,351 | 67.9% | $283.47万 | 加仓 |
| MSTR | STRATEGY INC CL A NEW | $697.15万 | 0.21% | 55,861 | 3,255 | 6.2% | $40.62万 | 加仓 |
| KEX | KIRBY CORP COM | $692.97万 | 0.21% | 52,150 | -568 | -1.1% | -$7.55万 | 减仓 |
| AMGN | AMGEN INC COM | $692.67万 | 0.21% | 19,686 | 131 | 0.7% | $4.61万 | 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 |
| GLD | SPDR Gold Shares ETF | $688.69万 | 0.21% | 16,005 | 5,821 | 57.2% | $250.48万 | 加仓 |
| NFLX | NETFLIX INC. COM | $665.84万 | 0.20% | 69,250 | 7,214 | 11.6% | $69.36万 | 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 |
| DELL | DELL TECHNOLOGIES INC CL C | $654.31万 | 0.20% | 39,865 | 13,666 | 52.2% | $224.30万 | 加仓 |
| RBA | RB GLOBAL INC COM | $652.60万 | 0.20% | 68,084 | 415 | 0.6% | $3.98万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC CL A | $643.08万 | 0.20% | 16,472 | 185 | 1.1% | $7.22万 | 加仓 |
| VOE | VANGUARD MID-CAP VALUE ETF | $642.78万 | 0.20% | 34,881 | 11,477 | 49.0% | $211.50万 | 加仓 |
| MGK | VANGUARD MEGA CAP GROWTH ETF | $642.56万 | 0.20% | 17,488 | 6,548 | 59.9% | $240.59万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION COM | $630.53万 | 0.19% | 6,329 | 1,605 | 34.0% | $159.90万 | 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 |
| TPL | TEXAS PACIFIC LAND CORPORATION COM | $628.44万 | 0.19% | 13,243 | 2,084 | 18.7% | $98.90万 | 加仓 |
| VT | VANGUARD TOTAL WORLD STOCK ETF | $622.76万 | 0.19% | 45,023 | -750 | -1.6% | -$10.37万 | 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 |
| DFIV | DIMENSIONAL INTERNATIONAL VALUE ETF | $621.90万 | 0.19% | 117,830 | -196 | -0.2% | -$1.03万 | 减仓 |
| RWK | INVESCO S&P MIDCAP 400 REVENUE ETF | $613.89万 | 0.19% | 47,863 | 3,440 | 7.7% | $44.12万 | 加仓 |
| — | PGIM SHORT DURATION HIGH YIELD ETF | $609.44万 | 0.19% | 122,883 | 3,471 | 2.9% | $17.21万 | 加仓 |
| WWJD | INSPIRE INTERNATIONAL ETF | $603.90万 | 0.18% | 161,514 | -2,698 | -1.6% | -$10.09万 | 减仓 |