13F 申报指南13F 概念全攻略
什么是 SEC Form 13F 申报？美股机构大户持股全攻略
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
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CIK: 0001710537
申报总市值
US$29.7亿
US$29.7亿
4271 檔
11.3%
根据最新整理的 13F 季度数据集，EverSource Wealth Advisors, LLC 于 Q4 2025 结束时的管理资产规模为 US$29.7亿。该机构在本季度申报了 4271 档美股持仓，呈现出该时期的主要投资地图。
在 Q4 2025，EverSource Wealth Advisors, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 3 个新仓位，并对 32 个既有持股进行加仓（合计增持 35 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，EverSource Wealth Advisors, LLC 的前 5 大核心持股（包含 VUG, VTV, VEA 等）合计占整体申报市值的 11.3%，反映机构在主要关键仓位上的权重分布。
仅显示前 200 大持股（共 4271 只）
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | ETF-其他 | 3.46% | -1.15% | +7.28% | |
| 2 | VTV | Vanguard Value ETF | ETF-其他 | 2.47% | -1.06% | +6.66% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.41% | -1.41% | -2.11% | |
| 4 | IAU | Ishares Gold Trust | ETF-避险与商品 | 2.16% | -0.12% | -0.73% | |
| 5 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 1.87% | -0.16% | +53.55% | |
| 6 | AAPL | Apple Inc | 股票-科技 | 1.83% | -0.10% | +0.78% | |
| 7 | PRXG | Praxis Impact Large Cap ETF | ETF-大型股与成长 | 1.81% | -0.42% | +30.21% | |
| 8 | NVDA | Nvidia CORP | 股票-科技 | 1.65% | +0.18% | +1.23% | |
| 9 | PRXV | Praxis Imp Large Cap Val ETF | ETF-大型股与成长 | 1.53% | -0.55% | +11.30% | |
| 10 | APO | Apollo Global Management Inc | 股票-金融 | 1.43% | +0.13% | +33.50% | |
| 11 | TSLA | Tesla Inc | 股票-周期性消费 | 1.34% | +0.17% | +4.65% | |
| 12 | MSFT | Microsoft CORP | 股票-科技 | 1.23% | -0.07% | +3.81% | |
| 13 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.23% | +0.19% | +2.52% | |
| 14 | FBTC | Fidelity Wise Origin Bitcoin | ETF-加密货币 | 1.20% | -0.02% | +8.58% | |
| 15 | VBIL | Vanguard 0-3m T-bill ETF | ETF-其他 | 1.19% | -0.08% | +106.38% | |
| 16 | AVGO | Broadcom Inc | 股票-科技 | 1.19% | +0.14% | -0.13% | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.18% | -0.06% | +1.03% | |
| 18 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.18% | +0.10% | +16.03% | |
| 19 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 1.10% | +0.08% | +1.59% | |
| 20 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.10% | +0.17% | -1.78% | |
| 21 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.01% | +0.16% | +5.63% | |
| 22 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.01% | -0.38% | -2.13% | |
| 23 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 1.01% | +0.05% | -5.91% | |
| 24 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.88% | -0.10% | -19.49% | |
| 25 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.84% | -0.46% | +0.04% | |
| 26 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.81% | +0.07% | -2.77% | |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.75% | +0.11% | +46.94% | |
| 28 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 0.70% | -0.34% | +1.66% | |
| 29 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 0.70% | -0.44% | +4.32% | |
| 30 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.70% | +0.10% | +7.21% | |
| 31 | CGUS | Cap Group Core Equity | ETF-其他 | 0.69% | +0.20% | +8.14% | |
| 32 | RWL | Invesco S&p 500 Revenue ETF | ETF-大型股与成长 | 0.66% | +0.12% | +0.48% | |
| 33 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.61% | +0.19% | +5.01% | |
| 34 | DFIC | Dimensional International Co | ETF-其他 | 0.61% | +0.09% | +9.92% | |
| 35 | CRH | CRH plc | 股票-原材料 | 0.59% | +0.05% | +1.27% | |
| 36 | ASML | ASML Holding N.V. | 股票-科技 | 0.59% | +0.34% | -6.65% | |
| 37 | CGXU | Cap Group Intl Focus | ETF-其他 | 0.59% | +0.21% | +5.93% | |
| 38 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.58% | -0.03% | +1.95% | |
| 39 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.57% | -0.01% | +9.42% | |
| 40 | PGR | Progressive CORP | 股票-金融 | 0.57% | +0.08% | -0.39% | |
| 41 | AVDE | Avantis International Equity | ETF-其他 | 0.56% | -0.02% | +19.63% | |
| 42 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.55% | -0.28% | +1.45% | |
| 43 | PAAA | Pgim Aaa Clo ETF | ETF-其他 | 0.55% | +0.04% | +0.12% | |
| 44 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.54% | +0.11% | +1.80% | |
| 45 | AMAT | Applied Materials Inc | 股票-科技 | 0.54% | +0.68% | +4.43% | |
| 46 | BSVO | EA Bridgeway Omni Sm-Cp Val | ETF-其他 | 0.53% | +0.16% | +0.93% | |
| 47 | CGCP | Cap Group Core Plus Income | ETF-其他 | 0.52% | +0.24% | +39.96% | |
| 48 | VSLU | Applied Finance Valuat ETF | ETF-其他 | 0.51% | +0.02% | +23.24% | |
| 49 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 0.50% | +0.01% | +11.15% | |
| 50 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 0.50% | -0.01% | +10.62% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | VBIL | Vanguard 0-3m T-bill ETF | +0.6% | +106.38% | 加仓 |
| 2 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.6% | +53.55% | 加仓 |
| 3 | APO | Apollo Global Management Inc | +0.4% | +33.50% | 加仓 |
| 4 | PRXG | Praxis Impact Large Cap ETF | +0.3% | +30.21% | 加仓 |
| 5 | FENI | Fidelity Enhanced Intl ETF | +0.3% | +11079.43% | 加仓 |
| 6 | GOOGL | Alphabet Inc-cl A | +0.2% | +2.52% | 加仓 |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | +46.94% | 加仓 |
| 8 | AMZN | Amazon.com Inc | +0.1% | +16.03% | 加仓 |
| 9 | RDVY | First Trust Rising Dividend | +0.1% | +470.77% | 加仓 |
| 10 | XBI | Ss Spdr S&p Biotech ETF | +0.1% | +478533.33% | 加仓 |
| 11 | CGCP | Cap Group Core Plus Income | +0.1% | +39.96% | 加仓 |
| 12 | DFSV | Dimensional US Small Cap Val | +0.1% | +1711.96% | 加仓 |
| 13 | TPL | Texas Pacific Land CORP | +0.1% | +11404.12% | 加仓 |
| 14 | GOOG | Alphabet Inc-cl C | +0.1% | +1.95% | 加仓 |
| 15 | AMAT | Applied Materials Inc | +0.1% | +4.43% | 加仓 |
| 16 | DELL | Dell Technologies -c | +0.1% | +726.99% | 加仓 |
| 17 | LLY | Eli Lilly & Co | +0.1% | +11.46% | 加仓 |
| 18 | SLV | Ishares Silver Trust | +0.1% | +88.27% | 加仓 |
| 19 | HEFA | Isha Curr Hedged Msci Eafe | +0.1% | +303.95% | 加仓 |
| 20 | AVEM | Avantis Emerging Markets Eq | +0.1% | +306.05% | 加仓 |
| 21 | PRXV | Praxis Imp Large Cap Val ETF | +0.1% | +11.30% | 加仓 |
| 22 | VSLU | Applied Finance Valuat ETF | +0.1% | +23.24% | 加仓 |
| 23 | AVDE | Avantis International Equity | +0.1% | +19.63% | 加仓 |
| 24 | IAU | Ishares Gold Trust | +0.1% | -0.73% | 减仓 |
| 25 | CIEN | Ciena CORP | +0.1% | -6.36% | 减仓 |
| 26 | VUG | Vanguard Growth ETF | +0.1% | +7.28% | 加仓 |
| 27 | DFIC | Dimensional International Co | +0.1% | +9.92% | 加仓 |
| 28 | VTV | Vanguard Value ETF | 0% | +6.66% | 加仓 |
| 29 | AAPL | Apple Inc | — | +0.78% | 加仓 |
| 30 | VIG | Vanguard Dividend Apprec ETF | — | +5.63% | 加仓 |
| 31 | COWZ | Pacer US Cash Cows 100 ETF | 0% | +1.59% | 加仓 |
| 32 | TSLA | Tesla Inc | 0% | +4.65% | 加仓 |
| 33 | SFBS | Servisfirst Bancshares Inc | -0.1% | -67.78% | 减仓 |
| 34 | AMH | American Homes 4 Rent- A | -0.1% | -36.52% | 减仓 |
| 35 | IWB | Ishares Russell 1000 ETF | -0.1% | -34.96% | 减仓 |
| 36 | PPA | Invesco Aerospace & Defense | -0.1% | -95.07% | 减仓 |
| 37 | DIHP | Dimensional International Hi | -0.1% | -64.18% | 减仓 |
| 38 | CRSP | CRISPR Therapeutics AG | -0.1% | -41.02% | 减仓 |
| 39 | HOOD | Robinhood Markets Inc - A | -0.1% | -2.58% | 减仓 |
| 40 | AZO | Autozone Inc | -0.1% | -3.36% | 减仓 |
| 41 | MSTR | Strategy Inc | -0.2% | +48.87% | 加仓 |
| 42 | VIGI | Vanguard Int Div App Indx Fd | -0.3% | -58.39% | 减仓 |
| 43 | PLTR | Palantir Technologies Inc-a | -0.3% | -19.49% | 减仓 |
| 44 | FBTC | Fidelity Wise Origin Bitcoin | -0.4% | +8.58% | 加仓 |
| 45 | SOVF | Sovereign's Capital Flourish | -0.4% | -38.73% | 减仓 |
| 46 | TCHP | T Rowe Price Blue Chip Growt | — | NEW | 新建仓 |
| 47 | ✓ | Blackstone Private Credit Fund | — | EXIT | 清仓 |
| 48 | PNFP | Pinnacle Financial Partners | — | NEW | 新建仓 |
| 49 | PNW | Pinnacle West Capital Corporation | — | EXIT | 清仓 |
| 50 | ✓ | Spy 271217c00815000 Spdr S&p 500 ETF Tr Cll Opt 12/27 815.0 Cal | — | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，EverSource Wealth Advisors, LLC 在 Q4 2025 季度的美股持仓总市值约为 US$29.7亿，共申报了 4271 个公开持股仓位。
在 Q4 2025 季度，EverSource Wealth Advisors, LLC 按市值排列的前三大核心持股分别为：VUG (3.5%)、VTV (2.5%)、VEA (2.4%)。其中最大持股仓位 VUG 占据整体投资组合约 3.5% 的权重。
精选 AlphaSMO 大户持股与内部人交易深度分析，提升投资决策胜率
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
本季最大新建仓标的
TCHP
市值: US$242.5万
本季最大获利了结 / 清仓标的
BLACKSTONE PRIVATE CREDIT FUND
前期市值: US$213.2万
在 Q4 2025 季度中，EverSource Wealth Advisors, LLC 共进行了 50 项持仓异动，包含新建仓 3 个仓位、加仓 32 个仓位、减仓 13 个仓位以及清仓 2 个仓位。 其中最大新建仓标的为 TCHP。 本季清仓仓位包含 BLACKSTONE PRIVATE CREDIT FUND。
本页面所有持股数据均直接同步自美国证券交易委员会（SEC）EDGAR 官方系统之 13F-HR / 13F-HR/A 季度申报文件。AlphaSMO 通过机器解析 CUSIP 与个股对照，提供 100% 精准对齐的历史时序数据集，并支持 Schema.org 结构化数据格式。
解析公司高管、董事与 10% 大股东之 Form 4 内部人交易申报，掌握高管自家股票买卖第一手信号。
深入剖析 5% 股权申报门槛、13D 与 13G 之差异，以及最新 SEC 申报时程规范，洞察机构法人的激进投资动向。