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 |
|---|---|---|---|---|---|---|---|
| AEPAmerican Electric Power Co Inc | Stock | 2,680 | $23.8 萬 | 0.1% | – | – | 歷史 |
| ANSSAnsys Inc | COM | 587 | $23.6 萬 | 0.1% | – | – | 歷史 |
| PLDPrologis, Inc. | REIT | 1,394 | $23.5 萬 | 0.1% | – | – | 歷史 |
| SONYSony Group Corp | SPONSORED ADR | 1,848 | $23.3 萬 | 0.1% | – | – | 歷史 |
| NVSNovartis AG | ADR | 2,657 | $23.2 萬 | 0.1% | – | – | 歷史 |
| CHEChemed Corp | COM | 433 | $22.9 萬 | 0.1% | – | – | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 1,945 | $22.6 萬 | 0.1% | – | – | – |
| Schwab US Tips ETF808524870 | ETF | 3,587 | $22.6 萬 | 0.1% | – | – | – |
| MMM3M Co | Stock | 1,271 | $22.6 萬 | 0.1% | – | – | 歷史 |
| EXPOExponent Inc | COM | 1,933 | $22.6 萬 | 0.1% | – | – | 歷史 |
| iShares Tr464287291 | GLOBAL TECH ETF | 3,486 | $22.6 萬 | 0.1% | – | – | – |
| APDAir Products & Chemicals, Inc. | Stock | 739 | $22.5 萬 | 0.1% | – | – | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 1,113 | $22.3 萬 | 0.1% | – | – | 歷史 |
| BFAMBright Horizons Family Solutions Inc. | COM | 1,767 | $22.2 萬 | 0.1% | – | – | 歷史 |
| PSXPhillips 66 | Stock | 3,033 | $22.0 萬 | 0.1% | – | – | 歷史 |
| SLViShares Silver Trust | ETF | 9,960 | $21.4 萬 | 0.1% | – | – | 歷史 |
| ENBEnbridge Inc | Stock | 5,451 | $21.3 萬 | 0.1% | – | – | 歷史 |
| NKENIKE, Inc. | Stock | 1,271 | $21.2 萬 | 0.1% | – | – | 歷史 |
| MDLZMondelez International, Inc. | Stock | 3,184 | $21.0 萬 | 0.1% | – | – | 歷史 |
| ELANElanco Animal Health Inc | COM | 7,383 | $21.0 萬 | 0.1% | – | – | 歷史 |
| Nushares ETF Tr67092P300 | NUVEEN ESG LRGVL | 5,206 | $20.2 萬 | 0.1% | – | – | – |
| NSCNorfolk Southern Corp | Stock | 671 | $20.0 萬 | 0.1% | – | – | 歷史 |
| JKHYJack Henry & Associates Inc | Stock | 1,188 | $19.8 萬 | 0.1% | – | – | 歷史 |
| DISWalt Disney Co | Stock | 1,263 | $19.5 萬 | 0.1% | – | – | 歷史 |
| RSGRepublic Services, Inc. | COM | 1,393 | $19.4 萬 | 0.1% | – | – | 歷史 |
| iShares Tr46436E759 | ESG EAFE ETF | 2,761 | $19.0 萬 | 0.1% | – | – | – |
| ITWIllinois Tool Works Inc | Stock | 770 | $18.9 萬 | 0.1% | – | – | 歷史 |
| CVSCVS Health Corp | Stock | 1,814 | $18.7 萬 | 0.1% | – | – | 歷史 |
| iShares S&P Small-Cap 600 Growth ETF464287887 | ETF | 1,346 | $18.7 萬 | 0.1% | – | – | – |
| ALLAllstate Corp | Stock | 1,567 | $18.5 萬 | 0.1% | – | – | 歷史 |
| BSXBoston Scientific Corp | Stock | 4,301 | $18.4 萬 | 0.1% | – | – | 歷史 |
| PLANAnaplan, Inc. | COM | 4,015 | $18.4 萬 | 0.1% | – | – | 歷史 |
| CCICrown Castle Inc. | REIT | 880 | $18.3 萬 | 0.1% | – | – | 歷史 |
| SPGIS&P Global Inc. | Stock | 385 | $18.2 萬 | 0.1% | – | – | 歷史 |
| iShares Tr464288570 | ESG MSCI KLD ETF | 1,961 | $18.2 萬 | 0.1% | – | – | – |
| NFLXNetflix Inc | Stock | 301 | $18.1 萬 | 0.1% | – | – | 歷史 |
| iShares Tr464287333 | GLOBAL FINLS ETF | 2,271 | $18.1 萬 | 0.1% | – | – | – |
| IAUiShares Gold Trust | ETF | 5,160 | $18.0 萬 | 0.1% | – | – | 歷史 |
| ETNEaton Corp plc | Stock | 1,020 | $17.7 萬 | <0.1% | – | – | 歷史 |
| FANGDiamondback Energy, Inc. | Stock | 1,631 | $17.6 萬 | <0.1% | – | – | 歷史 |
| iShares Tr464287796 | U.S. ENERGY ETF | 5,872 | $17.6 萬 | <0.1% | – | – | – |
| CNICanadian National Railway Co | Stock | 1,415 | $17.4 萬 | <0.1% | – | – | 歷史 |
| BPBP PLC | ADR | 6,494 | $17.3 萬 | <0.1% | – | – | 歷史 |
| ULUnilever PLC | SPON ADR NEW | 3,185 | $17.2 萬 | <0.1% | – | – | 歷史 |
| Northern LTS FD Tr IV66538H419 | INSPIRE INTL ETF | 5,468 | $17.1 萬 | <0.1% | – | – | – |
| AZNAstraZeneca PLC | SPONSORED ADR | 2,950 | $17.1 萬 | <0.1% | – | – | 歷史 |
| ROLRollins Inc | COM | 4,954 | $16.9 萬 | <0.1% | – | – | 歷史 |
| HUBSHubSpot Inc | COM | 255 | $16.8 萬 | <0.1% | – | – | 歷史 |
| LHLabcorp Holdings Inc. | COM NEW | 531 | $16.7 萬 | <0.1% | – | – | 歷史 |
| ASMLASML Holding NV | ADR | 209 | $16.6 萬 | <0.1% | – | – | 歷史 |
| ELEstee Lauder Companies Inc | CL A | 451 | $16.6 萬 | <0.1% | – | – | 歷史 |
| STZConstellation Brands, Inc. | Stock | 653 | $16.4 萬 | <0.1% | – | – | 歷史 |
| Legg Mason ETF Invt524682200 | CLEARBRIDGE LRG | 2,696 | $16.4 萬 | <0.1% | – | – | – |
| iShares Tr464288273 | EAFE SML CP ETF | 2,231 | $16.3 萬 | <0.1% | – | – | – |
| CCitigroup Inc | Stock | 2,678 | $16.2 萬 | <0.1% | – | – | 歷史 |
| HUMHumana Inc | Stock | 343 | $16.0 萬 | <0.1% | – | – | 歷史 |
| Vanguard Scottsdale FDS92206C680 | VNG RUS1000GRW | 2,015 | $15.8 萬 | <0.1% | – | – | – |
| TDYTeledyne Technologies Inc | COM | 357 | $15.7 萬 | <0.1% | – | – | 歷史 |
| WisdomTree Tr97717X578 | EM EX ST-OWNED | 4,271 | $15.7 萬 | <0.1% | – | – | – |
| FICOFair Isaac Corp | COM | 350 | $15.2 萬 | <0.1% | – | – | 歷史 |
| ROSTRoss Stores, Inc. | COM | 1,323 | $15.1 萬 | <0.1% | – | – | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 1,847 | $15.0 萬 | <0.1% | – | – | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 2,067 | $15.0 萬 | <0.1% | – | – | – |
| iShares Tr46435G474 | FALN ANGLS USD | 4,986 | $15.0 萬 | <0.1% | – | – | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 1,098 | $14.5 萬 | <0.1% | – | – | – |
| Timothy Plan887432326 | HIG DV STK ETF | 4,439 | $14.4 萬 | <0.1% | – | – | – |
| iShares Tr464287150 | CORE S&P TTL STK | 1,325 | $14.2 萬 | <0.1% | – | – | – |
| WMWaste Management Inc | Stock | 827 | $13.9 萬 | <0.1% | – | – | 歷史 |
| LWLamb Weston Holdings, Inc. | Stock | 2,190 | $13.9 萬 | <0.1% | – | – | 歷史 |
| OTISOtis Worldwide Corp | Stock | 1,539 | $13.4 萬 | <0.1% | – | – | 歷史 |
| MUMicron Technology Inc | Stock | 1,428 | $13.3 萬 | <0.1% | – | – | 歷史 |
| CDNSCadence Design Systems Inc | Stock | 711 | $13.3 萬 | <0.1% | – | – | 歷史 |
| Northern LTS FD Tr IV66538H633 | INSPIRE CORP BD | 5,100 | $13.1 萬 | <0.1% | – | – | – |
| TMToyota Motor Corp | ADS | 696 | $12.9 萬 | <0.1% | – | – | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 357 | $12.9 萬 | <0.1% | – | – | 歷史 |
| BF.ABrown Forman Corp | CL A | 1,890 | $12.8 萬 | <0.1% | – | – | 歷史 |
| DCTDuck Creek Technologies, Inc. | SHS | 4,196 | $12.6 萬 | <0.1% | – | – | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 5,680 | $12.5 萬 | <0.1% | – | – | 歷史 |
| CCLCarnival Corp Ltd. | UNIT 99/99/9999 | 6,217 | $12.5 萬 | <0.1% | – | – | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 321 | $12.3 萬 | <0.1% | – | – | 歷史 |
| TTDTrade Desk, Inc. | Stock | 1,334 | $12.3 萬 | <0.1% | – | – | 歷史 |
| Vanguard Intl Equity Index F922042676 | GLB EX US ETF | 2,240 | $12.1 萬 | <0.1% | – | – | – |
| COFCapital One Financial Corp | Stock | 826 | $11.9 萬 | <0.1% | – | – | 歷史 |
| LULUlululemon athletica inc. | Stock | 304 | $11.9 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% | – | – | – |
| FDXFedEx Corp | Stock | 447 | $11.6 萬 | <0.1% | – | – | 歷史 |
| HALHalliburton Co | Stock | 4,946 | $11.4 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 |
| 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 |
| Vanguard Admiral FDS Inc921932885 | MIDCP 400 IDX | 580 | $11.1 萬 | <0.1% | – | – | – |
| 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 |
| 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 |