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 |
|---|---|---|---|---|---|---|---|
| INVEINVE Technologies, Inc. | COM NEW | 2,195 | $6.20 萬 | <0.1% | – | – | 歷史 |
| PGRProgressive Corp | Stock | 609 | $6.30 萬 | <0.1% | – | – | 歷史 |
| AXPAmerican Express Co | Stock | 384 | $6.30 萬 | <0.1% | – | – | 歷史 |
| CMGChipotle Mexican Grill Inc | COM | 36 | $6.30 萬 | <0.1% | – | – | 歷史 |
| WSMWilliams Sonoma Inc | COM | 370 | $6.30 萬 | <0.1% | – | – | 歷史 |
| MSIMotorola Solutions, Inc. | Stock | 232 | $6.40 萬 | <0.1% | – | – | 歷史 |
| IBMInternational Business Machines Corp | Stock | 482 | $6.40 萬 | <0.1% | – | – | 歷史 |
| HPEHewlett Packard Enterprise Co | COM | 4,046 | $6.40 萬 | <0.1% | – | – | 歷史 |
| CTASCintas Corp | Stock | 147 | $6.50 萬 | <0.1% | – | – | 歷史 |
| HZNPHorizon Therapeutics Public Ltd Co | SHS | 605 | $6.50 萬 | <0.1% | – | – | 歷史 |
| AXTAAxalta Coating Systems Ltd. | COM | 1,997 | $6.60 萬 | <0.1% | – | – | 歷史 |
| XYLXylem Inc. | COM | 550 | $6.60 萬 | <0.1% | – | – | 歷史 |
| HIIHuntington Ingalls Industries, Inc. | COM | 354 | $6.60 萬 | <0.1% | – | – | 歷史 |
| State Street SPDR Bloomberg Convertible Securities ETF78464A359 | ETF | 808 | $6.70 萬 | <0.1% | – | – | – |
| STTState Street Corp | COM | 716 | $6.70 萬 | <0.1% | – | – | 歷史 |
| WSTWest Pharmaceutical Services Inc | COM | 143 | $6.70 萬 | <0.1% | – | – | 歷史 |
| PMPhilip Morris International Inc. | Stock | 716 | $6.80 萬 | <0.1% | – | – | 歷史 |
| FVRRFiverr International Ltd. | ORD SHS | 600 | $6.80 萬 | <0.1% | – | – | 歷史 |
| MOAltria Group, Inc. | Stock | 1,461 | $6.90 萬 | <0.1% | – | – | 歷史 |
| Innovator U.S. Equity Power Buffer ETF - October45782C797 | ETF | 2,292 | $7.00 萬 | <0.1% | – | – | – |
| MPWRMonolithic Power Systems, Inc. | COM | 141 | $7.00 萬 | <0.1% | – | – | 歷史 |
| State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474 | ETF | 2,306 | $7.10 萬 | <0.1% | – | – | – |
| BABAAlibaba Group Holding Ltd | ADR | 598 | $7.10 萬 | <0.1% | – | – | 歷史 |
| iShares U.S. ETF Trust iShares Gsci Commodity Dynamic Roll Strategy ETF46431W853 | ETF | 2,276 | $7.10 萬 | <0.1% | – | – | – |
| UUnity Software Inc. | COM | 500 | $7.10 萬 | <0.1% | – | – | 歷史 |
| VMCVulcan Materials CO | COM | 343 | $7.20 萬 | <0.1% | – | – | 歷史 |
| FFord Motor Co | Stock | 3,503 | $7.30 萬 | <0.1% | – | – | 歷史 |
| ABNBAirbnb, Inc. | Stock | 439 | $7.30 萬 | <0.1% | – | – | 歷史 |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 627 | $7.30 萬 | <0.1% | – | – | – |
| CBRECbre Group, Inc. | CL A | 670 | $7.30 萬 | <0.1% | – | – | 歷史 |
| CHRWC. H. Robinson Worldwide, Inc. | COM NEW | 674 | $7.30 萬 | <0.1% | – | – | 歷史 |
| BTIBritish American Tobacco p.l.c. | SPONSORED ADR | 1,975 | $7.40 萬 | <0.1% | – | – | 歷史 |
| CIENCiena Corp | COM NEW | 956 | $7.40 萬 | <0.1% | – | – | 歷史 |
| MTDMettler Toledo International Inc | COM | 44 | $7.50 萬 | <0.1% | – | – | 歷史 |
| BAXBaxter International Inc | Stock | 893 | $7.60 萬 | <0.1% | – | – | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 1,049 | $7.60 萬 | <0.1% | – | – | 歷史 |
| CPAYCorpay, Inc. | COM | 342 | $7.70 萬 | <0.1% | – | – | 歷史 |
| EHCEncompass Health Corp | COM | 1,197 | $7.80 萬 | <0.1% | – | – | 歷史 |
| MARMarriott International Inc | Stock | 480 | $7.90 萬 | <0.1% | – | – | 歷史 |
| METMetlife Inc | Stock | 1,268 | $7.90 萬 | <0.1% | – | – | 歷史 |
| SHOPShopify Inc. | Stock | 57 | $7.90 萬 | <0.1% | – | – | 歷史 |
| GLOBGlobant S.A. | COM | 250 | $7.90 萬 | <0.1% | – | – | 歷史 |
| CTSHCognizant Technology Solutions Corp | CL A | 892 | $7.90 萬 | <0.1% | – | – | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 555 | $8.00 萬 | <0.1% | – | – | 歷史 |
| NVONovo Nordisk A S | ADR | 710 | $8.00 萬 | <0.1% | – | – | 歷史 |
| ZSZscaler, Inc. | Stock | 250 | $8.00 萬 | <0.1% | – | – | 歷史 |
| SRESempra | Stock | 609 | $8.00 萬 | <0.1% | – | – | 歷史 |
| WisdomTree Tr97717W505 | US MIDCAP DIVID | 1,810 | $8.00 萬 | <0.1% | – | – | – |
| State Street SPDR Portfolio Aggregate Bond ETF78464A649 | ETF | 2,761 | $8.20 萬 | <0.1% | – | – | – |
| iShares Tr464288281 | JPMORGAN USD EMG | 751 | $8.20 萬 | <0.1% | – | – | – |
| CMECME Group Inc. | COM | 359 | $8.20 萬 | <0.1% | – | – | 歷史 |
| FOXAFox Corp | CL A COM | 2,231 | $8.20 萬 | <0.1% | – | – | 歷史 |
| BF.BBrown Forman Corp | Stock | 1,141 | $8.30 萬 | <0.1% | – | – | 歷史 |
| EQTEQT Corp | Stock | 3,884 | $8.40 萬 | <0.1% | – | – | 歷史 |
| SSBSouthState Bank Corp | COM | 1,043 | $8.40 萬 | <0.1% | – | – | 歷史 |
| FTVFortive Corp | Stock | 1,112 | $8.50 萬 | <0.1% | – | – | 歷史 |
| ALLYAlly Financial Inc. | Stock | 1,798 | $8.60 萬 | <0.1% | – | – | 歷史 |
| DBCInvesco DB Commodity Index Tracking Fund | UNIT | 4,119 | $8.60 萬 | <0.1% | – | – | 歷史 |
| PWRQuanta Services, Inc. | COM | 749 | $8.60 萬 | <0.1% | – | – | 歷史 |
| EQIXEquinix Inc | COM | 102 | $8.60 萬 | <0.1% | – | – | 歷史 |
| First Rep BK San Francisco C33616C100 | COM | 415 | $8.60 萬 | <0.1% | – | – | – |
| iShares Core S&P US Value ETF464287663 | ETF | 1,159 | $8.80 萬 | <0.1% | – | – | – |
| AONAon plc | CL A | 293 | $8.80 萬 | <0.1% | – | – | 歷史 |
| FTNTFortinet, Inc. | Stock | 252 | $9.00 萬 | <0.1% | – | – | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 734 | $9.00 萬 | <0.1% | – | – | – |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 731 | $9.20 萬 | <0.1% | – | – | 歷史 |
| ORCLOracle Corp | Stock | 1,048 | $9.20 萬 | <0.1% | – | – | 歷史 |
| CSXCSX Corp | Stock | 2,471 | $9.30 萬 | <0.1% | – | – | 歷史 |
| BCSBarclays PLC | ADR | 9,048 | $9.30 萬 | <0.1% | – | – | 歷史 |
| TSNTyson Foods, Inc. | Stock | 1,096 | $9.50 萬 | <0.1% | – | – | 歷史 |
| PHGKoninklijke Philips NV | NY REGIS SHS NEW | 2,581 | $9.50 萬 | <0.1% | – | – | 歷史 |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 152 | $9.60 萬 | <0.1% | – | – | 歷史 |
| SEESealed Air Corp | COM | 1,431 | $9.70 萬 | <0.1% | – | – | 歷史 |
| SCHWSchwab Charles Corp | Stock | 1,179 | $9.90 萬 | <0.1% | – | – | 歷史 |
| RYAAYRyanair Holdings PLC | SPONSORED ADR | 986 | $10.0 萬 | <0.1% | – | – | 歷史 |
| Northern LTS FD Tr IV66538H658 | INSPIRE GBL HOPE | 2,651 | $10.1 萬 | <0.1% | – | – | – |
| TAT&T Inc. | Stock | 4,157 | $10.2 萬 | <0.1% | – | – | 歷史 |
| Vanguard Energy ETF92204A306 | ETF | 1,340 | $10.4 萬 | <0.1% | – | – | – |
| PUKPrudential PLC | ADR | 3,057 | $10.5 萬 | <0.1% | – | – | 歷史 |
| RJFRaymond James Financial Inc | COM | 1,043 | $10.5 萬 | <0.1% | – | – | 歷史 |
| GSKGSK plc | SPONSORED ADR | 2,380 | $10.5 萬 | <0.1% | – | – | 歷史 |
| CICigna Group | Stock | 462 | $10.6 萬 | <0.1% | – | – | 歷史 |
| CTVACorteva, Inc. | Stock | 2,263 | $10.7 萬 | <0.1% | – | – | 歷史 |
| Goldman Sachs ETF Tr381430503 | ACTIVEBETA US LG | 1,143 | $10.9 萬 | <0.1% | – | – | – |
| DLTRDollar Tree, Inc. | COM | 775 | $10.9 萬 | <0.1% | – | – | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 1,330 | $11.0 萬 | <0.1% | – | – | – |
| GRCGorman Rupp Co | COM | 2,474 | $11.0 萬 | <0.1% | – | – | 歷史 |
| SESea Ltd | SPONSORD ADS | 495 | $11.0 萬 | <0.1% | – | – | 歷史 |
| Vanguard Admiral FDS Inc921932885 | MIDCP 400 IDX | 580 | $11.1 萬 | <0.1% | – | – | – |
| KMBKimberly Clark Corp | Stock | 784 | $11.2 萬 | <0.1% | – | – | 歷史 |
| CATCaterpillar Inc | Stock | 544 | $11.2 萬 | <0.1% | – | – | 歷史 |
| OUNZVanEck Merk Gold ETF | GOLD SHS | 6,306 | $11.2 萬 | <0.1% | – | – | 歷史 |
| BKRBaker Hughes Co | CL A | 4,668 | $11.3 萬 | <0.1% | – | – | 歷史 |
| Timothy Plan887432342 | U S SM CP CORE | 3,180 | $11.3 萬 | <0.1% | – | – | – |
| ETSYEtsy Inc | COM | 515 | $11.3 萬 | <0.1% | – | – | 歷史 |
| HALHalliburton Co | Stock | 4,946 | $11.4 萬 | <0.1% | – | – | 歷史 |
| FDXFedEx Corp | Stock | 447 | $11.6 萬 | <0.1% | – | – | 歷史 |
| SNYSanofi | SPONSORED ADR | 2,366 | $11.8 萬 | <0.1% | – | – | 歷史 |
| First Tr Exchange Trad FD VI33739H101 | FST TR GLB FD | 5,129 | $11.8 萬 | <0.1% | – | – | – |
| COFCapital One Financial Corp | Stock | 826 | $11.9 萬 | <0.1% | – | – | 歷史 |