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 |
|---|---|---|---|---|---|---|---|
| CRLCharles River Laboratories International, Inc. | COM | 1,652 | $62.3 萬 | 0.2% | – | – | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 2,474 | $61.0 萬 | 0.2% | – | – | 歷史 |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 3,315 | $60.6 萬 | 0.2% | – | – | – |
| WFCWells Fargo & Company | Stock | 12,586 | $60.4 萬 | 0.2% | – | – | 歷史 |
| Vanguard BD Index FDS92203C303 | VANGUARD ULTRA | 11,968 | $59.8 萬 | 0.2% | – | – | – |
| XOMExxonMobil Holdings Corp | COM | 9,653 | $59.0 萬 | 0.2% | – | – | 歷史 |
| AMGNAmgen Inc | Stock | 2,479 | $55.7 萬 | 0.2% | – | – | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,804 | $55.1 萬 | 0.2% | – | – | – |
| ADBEAdobe Inc. | Stock | 967 | $54.8 萬 | 0.2% | – | – | 歷史 |
| SITESiteOne Landscape Supply, Inc. | COM | 2,224 | $53.9 萬 | 0.2% | – | – | 歷史 |
| CVXChevron Corp | Stock | 4,498 | $52.8 萬 | 0.1% | – | – | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 1,340 | $51.9 萬 | 0.1% | – | – | 歷史 |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 2,935 | $51.1 萬 | 0.1% | – | – | 歷史 |
| TERTeradyne, Inc | Stock | 3,109 | $50.9 萬 | 0.1% | – | – | 歷史 |
| PFEPfizer Inc | Stock | 8,585 | $50.7 萬 | 0.1% | – | – | 歷史 |
| iShares Tr46434V613 | CORE UNIVRSL USD | 9,567 | $50.7 萬 | 0.1% | – | – | – |
| AMATApplied Materials Inc | Stock | 3,133 | $49.4 萬 | 0.1% | – | – | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 1,350 | $49.1 萬 | 0.1% | – | – | 歷史 |
| PEPPepsiCo Inc | Stock | 2,823 | $49.0 萬 | 0.1% | – | – | 歷史 |
| MSCIMSCI Inc. | Stock | 789 | $48.4 萬 | 0.1% | – | – | 歷史 |
| RFRegions Financial Corp | COM | 22,091 | $48.1 萬 | 0.1% | – | – | 歷史 |
| SMGScotts Miracle-Gro Co | Stock | 2,946 | $47.4 萬 | 0.1% | – | – | 歷史 |
| GPNGlobal Payments Inc | Stock | 3,464 | $46.8 萬 | 0.1% | – | – | 歷史 |
| GLDSPDR Gold Trust | ETF | 2,704 | $46.2 萬 | 0.1% | – | – | 歷史 |
| LOWLowes Companies Inc | Stock | 1,778 | $46.0 萬 | 0.1% | – | – | 歷史 |
| iShares Broad Usd Investment Grade Corporate Bond ETF464288620 | ETF | 7,612 | $45.5 萬 | 0.1% | – | – | – |
| ETF Ser Solutions26922A511 | US DIVERSIFIED | 11,512 | $45.4 萬 | 0.1% | – | – | – |
| AMTAmerican Tower Corp | REIT | 1,530 | $44.8 萬 | 0.1% | – | – | 歷史 |
| DGDollar General Corp | COM | 1,895 | $44.6 萬 | 0.1% | – | – | 歷史 |
| CDWCDW Corp | COM | 2,152 | $44.1 萬 | 0.1% | – | – | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 1,968 | $43.8 萬 | 0.1% | – | – | – |
| CRMSalesforce, Inc. | Stock | 1,705 | $43.3 萬 | 0.1% | – | – | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 614 | $43.3 萬 | 0.1% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 1,437 | $43.0 萬 | 0.1% | – | – | 歷史 |
| NVDANVIDIA Corp | Stock | 1,450 | $42.7 萬 | 0.1% | – | – | 歷史 |
| RTXRTX Corp | Stock | 4,890 | $42.1 萬 | 0.1% | – | – | 歷史 |
| EFXEquifax Inc | COM | 1,434 | $42.0 萬 | 0.1% | – | – | 歷史 |
| iShares Tr46436E767 | ESG MSCI USA ETF | 10,641 | $42.0 萬 | 0.1% | – | – | – |
| CPRTCopart Inc | COM | 2,732 | $41.4 萬 | 0.1% | – | – | 歷史 |
| SBUXStarbucks Corp | Stock | 3,532 | $41.3 萬 | 0.1% | – | – | 歷史 |
| LINLinde PLC | SHS | 1,159 | $40.1 萬 | 0.1% | – | – | 歷史 |
| MAMastercard Inc | Stock | 1,098 | $39.5 萬 | 0.1% | – | – | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 2,340 | $39.3 萬 | 0.1% | – | – | – |
| CBChubb Ltd | Stock | 2,030 | $39.2 萬 | 0.1% | – | – | 歷史 |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 14,645 | $39.0 萬 | 0.1% | – | – | – |
| COSTCostco Wholesale Corp | Stock | 685 | $38.9 萬 | 0.1% | – | – | 歷史 |
| FISFidelity National Information Services, Inc. | Stock | 3,520 | $38.4 萬 | 0.1% | – | – | 歷史 |
| NDSNNordson Corp | COM | 1,497 | $38.2 萬 | 0.1% | – | – | 歷史 |
| WMTWalmart Inc. | Stock | 2,613 | $37.8 萬 | 0.1% | – | – | 歷史 |
| ABBVAbbVie Inc. | Stock | 2,760 | $37.4 萬 | 0.1% | – | – | 歷史 |
| INTCIntel Corp | Stock | 7,237 | $37.3 萬 | 0.1% | – | – | 歷史 |
| LMTLockheed Martin Corp | Stock | 1,048 | $37.3 萬 | 0.1% | – | – | 歷史 |
| ADIAnalog Devices Inc | Stock | 2,088 | $36.8 萬 | 0.1% | – | – | 歷史 |
| COOCooper Companies, Inc. | COM NEW | 870 | $36.5 萬 | 0.1% | – | – | 歷史 |
| MSMorgan Stanley | Stock | 3,706 | $36.3 萬 | 0.1% | – | – | 歷史 |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 4,240 | $36.2 萬 | 0.1% | – | – | – |
| WRBBerkley W R Corp | COM | 4,288 | $35.3 萬 | 0.1% | – | – | 歷史 |
| LPLALPL Financial Holdings Inc. | COM | 2,148 | $34.4 萬 | 0.1% | – | – | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 1,817 | $34.3 萬 | 0.1% | – | – | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 2,495 | $34.1 萬 | 0.1% | – | – | 歷史 |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 5,283 | $34.1 萬 | 0.1% | – | – | – |
| ROKRockwell Automation, Inc | Stock | 959 | $33.5 萬 | 0.1% | – | – | 歷史 |
| HONHoneywell International Inc | COM | 1,594 | $33.2 萬 | 0.1% | – | – | 歷史 |
| DEODiageo PLC | SPON ADR NEW | 1,471 | $32.4 萬 | 0.1% | – | – | 歷史 |
| THOThor Industries Inc | COM | 3,057 | $31.8 萬 | 0.1% | – | – | 歷史 |
| IBKRInteractive Brokers Group, Inc. | Stock | 3,980 | $31.6 萬 | 0.1% | – | – | 歷史 |
| VZVerizon Communications Inc | Stock | 6,045 | $31.4 萬 | 0.1% | – | – | 歷史 |
| iShares Tr46432F388 | MSCI USA VALUE | 2,828 | $30.9 萬 | 0.1% | – | – | – |
| ACNAccenture plc | Stock | 743 | $30.8 萬 | 0.1% | – | – | 歷史 |
| PHParker-Hannifin Corp | Stock | 963 | $30.6 萬 | 0.1% | – | – | 歷史 |
| COPConocoPhillips | Stock | 4,174 | $30.2 萬 | 0.1% | – | – | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 2,496 | $30.1 萬 | 0.1% | – | – | 歷史 |
| EOGEOG Resources Inc | Stock | 3,394 | $30.1 萬 | 0.1% | – | – | 歷史 |
| MRKMerck & Co., Inc. | Stock | 3,896 | $29.8 萬 | 0.1% | – | – | 歷史 |
| ALLEAllegion plc | ORD SHS | 2,233 | $29.6 萬 | 0.1% | – | – | 歷史 |
| LIILennox International Inc | COM | 899 | $29.1 萬 | 0.1% | – | – | 歷史 |
| GMGeneral Motors Co | COM | 4,957 | $29.0 萬 | 0.1% | – | – | 歷史 |
| QCOMQualcomm Inc | Stock | 1,564 | $28.6 萬 | 0.1% | – | – | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 2,510 | $28.6 萬 | 0.1% | – | – | – |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 3,599 | $28.6 萬 | 0.1% | – | – | – |
| PAYXPaychex Inc | Stock | 2,076 | $28.3 萬 | 0.1% | – | – | 歷史 |
| SHWSherwin Williams Co | COM | 801 | $28.2 萬 | 0.1% | – | – | 歷史 |
| MCWMister Car Wash, Inc. | COM | 15,150 | $27.6 萬 | 0.1% | – | – | 歷史 |
| AZPNASPENTECH Corp | COM | 1,784 | $27.1 萬 | 0.1% | – | – | 歷史 |
| VFCV F Corp | Stock | 3,610 | $26.4 萬 | 0.1% | – | – | 歷史 |
| DHRDanaher Corp | Stock | 790 | $26.0 萬 | 0.1% | – | – | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 389 | $25.9 萬 | 0.1% | – | – | 歷史 |
| iShares Tr46435U663 | ESG AWARE MSCI | 6,381 | $25.8 萬 | 0.1% | – | – | – |
| DUKDuke Energy CORP | Stock | 2,440 | $25.6 萬 | 0.1% | – | – | 歷史 |
| BSYBentley Systems Inc | COM CL B | 5,303 | $25.6 萬 | 0.1% | – | – | 歷史 |
| ELVElevance Health, Inc. | Stock | 551 | $25.5 萬 | 0.1% | – | – | 歷史 |
| iShares Tr464288158 | SHRT NAT MUN ETF | 2,340 | $25.1 萬 | 0.1% | – | – | – |
| iShares Inc46434G863 | ESG AWR MSCI EM | 6,269 | $24.9 萬 | 0.1% | – | – | – |
| CAGConagra Brands Inc. | Stock | 7,251 | $24.8 萬 | 0.1% | – | – | 歷史 |
| EMNEastman Chemical Co | Stock | 2,043 | $24.7 萬 | 0.1% | – | – | 歷史 |
| AMPAmeriprise Financial Inc | COM | 818 | $24.7 萬 | 0.1% | – | – | 歷史 |
| iShares Tips Bond ETF464287176 | ETF | 1,895 | $24.5 萬 | 0.1% | – | – | – |
| BKNGBooking Holdings Inc. | Stock | 102 | $24.5 萬 | 0.1% | – | – | 歷史 |
| DFSDiscover Financial Services | COM | 2,117 | $24.5 萬 | 0.1% | – | – | 歷史 |
| Vanguard Whitehall FDS921946810 | INTL DVD ETF | 2,828 | $24.1 萬 | 0.1% | – | – | – |