EverSource Wealth Advisors, LLC
- SEC CIK
- 0001710537
- 最新申報
- 2026/7/24
2021 年第 4 季持倉
持倉截至 2021/12/31，2022/2/17 申報。只含多頭部位。
- 持股檔數
- 1,783
- 2021 年第 3 季沒有申報
- 總值
- $3.57 億
- 2021 年第 3 季沒有申報
EverSource Wealth Advisors, LLC 沒有申報 2021 年第 3 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 371,428 | $1,897 萬 | 5.3% | – | – | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 226,284 | $1,839 萬 | 5.1% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 64,693 | $1,562 萬 | 4.4% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 32,152 | $1,404 萬 | 3.9% | – | – | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 72,458 | $1,245 萬 | 3.5% | – | – | – |
| AAPLApple Inc. | Stock | 68,916 | $1,224 萬 | 3.4% | – | – | 歷史 |
| IIIVi3 Verticals, Inc. | COM CL A | 526,275 | $1,199 萬 | 3.4% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 21,020 | $706.9 萬 | 2.0% | – | – | 歷史 |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 105,108 | $698.6 萬 | 2.0% | – | – | – |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 129,550 | $684.5 萬 | 1.9% | – | – | – |
| Vanguard World FD921910816 | MEGA GRWTH IND | 25,253 | $658.5 萬 | 1.8% | – | – | – |
| Vanguard World FD921910840 | MEGA CAP VAL ETF | 58,852 | $628.6 萬 | 1.8% | – | – | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 184,734 | $535.2 萬 | 1.5% | – | – | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 107,563 | $532.1 萬 | 1.5% | – | – | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 33,210 | $499.3 萬 | 1.4% | – | – | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 45,916 | $425.9 萬 | 1.2% | – | – | – |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 82,349 | $425.7 萬 | 1.2% | – | – | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 12,359 | $396.6 萬 | 1.1% | – | – | – |
| AMZNAmazon Com Inc | Stock | 1,111 | $370.5 萬 | 1.0% | – | – | 歷史 |
| American Centy ETF Tr025072885 | US EQT ETF | 44,004 | $352.7 萬 | 1.0% | – | – | – |
| Goldman Sachs ETF Tr381430107 | ACTIVEBETA INT | 97,194 | $342.8 萬 | 1.0% | – | – | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 18,534 | $331.5 萬 | 0.9% | – | – | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 14,610 | $330.2 萬 | 0.9% | – | – | – |
| Dimensional ETF Trust25434V807 | INTERNATNAL VAL | 92,840 | $304.7 萬 | 0.9% | – | – | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 37,288 | $301.4 萬 | 0.8% | – | – | – |
| SPDR Series Trust78464A763 | ST STR SP DIV | 18,943 | $244.6 萬 | 0.7% | – | – | – |
| Pgim ETF Tr69344A107 | PGIM ULTRA SH BD | 48,292 | $239.0 萬 | 0.7% | – | – | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 16,148 | $237.5 萬 | 0.7% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 800 | $231.7 萬 | 0.6% | – | – | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 29,401 | $231.4 萬 | 0.6% | – | – | – |
| American Centy ETF Tr025072562 | AVANTIS CORE FI | 47,340 | $230.9 萬 | 0.6% | – | – | – |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 47,770 | $227.0 萬 | 0.6% | – | – | – |
| iShares Tr464288877 | EAFE VALUE ETF | 44,173 | $222.7 萬 | 0.6% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 13,479 | $213.5 萬 | 0.6% | – | – | 歷史 |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 33,300 | $202.5 萬 | 0.6% | – | – | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 18,466 | $199.2 萬 | 0.6% | – | – | – |
| GOOGAlphabet Inc. | Stock | 683 | $197.6 萬 | 0.6% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 4,674 | $193.9 萬 | 0.5% | – | – | 歷史 |
| Vanguard Total International Bond ETF92203J407 | ETF | 31,339 | $172.9 萬 | 0.5% | – | – | – |
| American Centy ETF Tr025072703 | INTL EQT ETF | 27,168 | $172.2 萬 | 0.5% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 3,555 | $169.6 萬 | 0.5% | – | – | – |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 6,643 | $169.2 萬 | 0.5% | – | – | – |
| Vanguard Total World Stock ETF922042742 | ETF | 15,543 | $167.0 萬 | 0.5% | – | – | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 19,668 | $159.0 萬 | 0.4% | – | – | – |
| iShares Tr464288448 | INTL SEL DIV ETF | 49,356 | $153.9 萬 | 0.4% | – | – | – |
| METAMeta Platforms, Inc. | Stock | 4,448 | $149.6 萬 | 0.4% | – | – | 歷史 |
| American Centy ETF Tr025072687 | AVANTIS SHFXDINC | 29,899 | $147.8 萬 | 0.4% | – | – | – |
| SFBSServisFirst Bancshares, Inc. | COM | 16,528 | $140.4 萬 | 0.4% | – | – | 歷史 |
| Vanguard Whitehall FDS921946794 | INTL HIGH ETF | 18,797 | $126.3 萬 | 0.4% | – | – | – |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 20,017 | $120.1 萬 | 0.3% | – | – | – |
| Victory Portfolios II92647N824 | VCSHS US EQ INCM | 16,905 | $117.7 萬 | 0.3% | – | – | – |
| USBUS Bancorp DE | COM NEW | 20,929 | $117.6 萬 | 0.3% | – | – | 歷史 |
| VVisa Inc. | Stock | 5,277 | $114.4 萬 | 0.3% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 6,535 | $111.7 萬 | 0.3% | – | – | 歷史 |
| Janus Detroit STR Tr47103U886 | HENDRSN SHRT ETF | 22,529 | $111.6 萬 | 0.3% | – | – | – |
| Vanguard Emerging Markets Government Bond ETF921946885 | ETF | 14,247 | $110.6 萬 | 0.3% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,317 | $110.0 萬 | 0.3% | – | – | 歷史 |
| iShares Tr464288588 | MBS ETF | 9,818 | $105.5 萬 | 0.3% | – | – | – |
| Vanguard Ftse All-World Ex-US Small-Cap ETF922042718 | ETF | 7,783 | $104.3 萬 | 0.3% | – | – | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 11,436 | $100.2 萬 | 0.3% | – | – | – |
| PGProcter & Gamble Co | Stock | 6,028 | $98.6 萬 | 0.3% | – | – | 歷史 |
| TXNTexas Instruments Inc | Stock | 5,226 | $98.5 萬 | 0.3% | – | – | 歷史 |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 37,639 | $98.3 萬 | 0.3% | – | – | – |
| iShares Tr464288661 | 3 7 YR TREAS BD | 7,497 | $96.5 萬 | 0.3% | – | – | – |
| CSCOCisco Systems, Inc. | Stock | 15,147 | $95.9 萬 | 0.3% | – | – | 歷史 |
| UNPUnion Pacific Corp | Stock | 3,645 | $91.8 萬 | 0.3% | – | – | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 13,643 | $86.7 萬 | 0.2% | – | – | – |
| Victory Portfolios II92647N782 | VCSHS US 500 ENH | 11,041 | $85.8 萬 | 0.2% | – | – | – |
| TSLATesla, Inc. | Stock | 806 | $85.1 萬 | 0.2% | – | – | 歷史 |
| iShares Inc46434G764 | MSCI EMRG CHN | 14,028 | $85.1 萬 | 0.2% | – | – | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 7,158 | $80.2 萬 | 0.2% | – | – | – |
| ZBRAZebra Technologies Corp | CL A | 1,330 | $79.2 萬 | 0.2% | – | – | 歷史 |
| Vanguard BD Index FDS921937793 | LONG TERM BOND | 7,581 | $78.0 萬 | 0.2% | – | – | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 8,430 | $77.1 萬 | 0.2% | – | – | – |
| UNHUnitedHealth Group Inc | Stock | 1,525 | $76.6 萬 | 0.2% | – | – | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 3,536 | $75.8 萬 | 0.2% | – | – | 歷史 |
| iShares Tr464288885 | EAFE GRWTH ETF | 6,790 | $74.9 萬 | 0.2% | – | – | – |
| MCDMcDonalds Corp | Stock | 2,737 | $73.3 萬 | 0.2% | – | – | 歷史 |
| TFCTruist Financial Corp | COM | 12,472 | $73.1 萬 | 0.2% | – | – | 歷史 |
| SOSouthern Co | Stock | 10,621 | $72.8 萬 | 0.2% | – | – | 歷史 |
| NEENextera Energy Inc | Stock | 7,809 | $72.8 萬 | 0.2% | – | – | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 6,313 | $72.4 萬 | 0.2% | – | – | – |
| AVGOBroadcom Inc. | Stock | 1,084 | $72.2 萬 | 0.2% | – | – | 歷史 |
| ABTAbbott Laboratories | Stock | 5,128 | $72.2 萬 | 0.2% | – | – | 歷史 |
| Northern LTS FD Tr IV66538H534 | INSPIRE 100 ETF | 18,189 | $71.6 萬 | 0.2% | – | – | – |
| CMCSAComcast Corp | Stock | 14,129 | $71.2 萬 | 0.2% | – | – | 歷史 |
| SPDR Series Trust78468R739 | ST NUVE TERM ETF | 14,470 | $71.2 萬 | 0.2% | – | – | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 2,471 | $69.9 萬 | 0.2% | – | – | – |
| KOCoca Cola Co | Stock | 11,781 | $69.7 萬 | 0.2% | – | – | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 5,953 | $69.2 萬 | 0.2% | – | – | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 8,639 | $68.9 萬 | 0.2% | – | – | – |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 10,702 | $67.8 萬 | 0.2% | – | – | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,695 | $67.4 萬 | 0.2% | – | – | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 7,945 | $67.3 萬 | 0.2% | – | – | – |
| LLYEli Lilly & Co | Stock | 2,411 | $66.7 萬 | 0.2% | – | – | 歷史 |
| TJXTJX Companies Inc | Stock | 8,787 | $66.6 萬 | 0.2% | – | – | 歷史 |
| MDTMedtronic plc | Stock | 6,403 | $66.2 萬 | 0.2% | – | – | 歷史 |
| BLKBlackRock, Inc. | COM | 711 | $65.1 萬 | 0.2% | – | – | 歷史 |
| BACBank of America Corp | Stock | 14,417 | $64.1 萬 | 0.2% | – | – | 歷史 |
| POOLPool Corp | COM | 1,119 | $63.4 萬 | 0.2% | – | – | 歷史 |