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 |
|---|---|---|---|---|---|---|---|
| WECWec Energy Group, Inc. | Stock | 582 | $5.70 萬 | <0.1% | – | – | 歷史 |
| EQNREquinor ASA | SPONSORED ADR | 2,176 | $5.70 萬 | <0.1% | – | – | 歷史 |
| T Rowe Price ETF Inc87283Q305 | PRICE GRW STOCK | 1,700 | $5.70 萬 | <0.1% | – | – | – |
| WWEWorld Wrestling Entertainment, LLC | CL A | 1,153 | $5.70 萬 | <0.1% | – | – | 歷史 |
| BABoeing Co | Stock | 274 | $5.60 萬 | <0.1% | – | – | 歷史 |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 200 | $5.60 萬 | <0.1% | – | – | – |
| ORealty Income Corp | REIT | 780 | $5.60 萬 | <0.1% | – | – | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 108 | $5.60 萬 | <0.1% | – | – | 歷史 |
| ETEnergy Transfer LP | COM UT LTD PTN | 6,852 | $5.60 萬 | <0.1% | – | – | 歷史 |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 1,107 | $5.60 萬 | <0.1% | – | – | – |
| MMacy's, Inc. | COM | 2,116 | $5.60 萬 | <0.1% | – | – | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 858 | $5.50 萬 | <0.1% | – | – | 歷史 |
| AVTRAvantor, Inc. | COM | 1,307 | $5.50 萬 | <0.1% | – | – | 歷史 |
| TRMBTrimble Inc. | COM | 631 | $5.50 萬 | <0.1% | – | – | 歷史 |
| INTUIntuit Inc. | Stock | 84 | $5.40 萬 | <0.1% | – | – | 歷史 |
| DIODDiodes Inc | COM | 481 | $5.30 萬 | <0.1% | – | – | 歷史 |
| IVTInvenTrust Properties Corp. | COM NEW | 1,933 | $5.30 萬 | <0.1% | – | – | 歷史 |
| PRAProassurance Corp | COM | 2,089 | $5.30 萬 | <0.1% | – | – | 歷史 |
| ALCAlcon Inc | Stock | 590 | $5.20 萬 | <0.1% | – | – | 歷史 |
| NOWServiceNow, Inc. | Stock | 80 | $5.20 萬 | <0.1% | – | – | 歷史 |
| AJGArthur J. Gallagher & Co. | COM | 302 | $5.20 萬 | <0.1% | – | – | 歷史 |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 838 | $5.10 萬 | <0.1% | – | – | – |
| MCOMoodys Corp | Stock | 133 | $5.10 萬 | <0.1% | – | – | 歷史 |
| Nushares ETF Tr67092P870 | NUVEEN ESG US | 1,985 | $5.10 萬 | <0.1% | – | – | – |
| NOVNOV Inc. | COM | 3,830 | $5.10 萬 | <0.1% | – | – | 歷史 |
| CBRLCracker Barrel Old Country Store, Inc | COM | 400 | $5.10 萬 | <0.1% | – | – | 歷史 |
| ZTSZoetis Inc. | Stock | 205 | $5.00 萬 | <0.1% | – | – | 歷史 |
| INFYInfosys Ltd | SPONSORED ADR | 1,946 | $5.00 萬 | <0.1% | – | – | 歷史 |
| EMREmerson Electric Co | Stock | 521 | $4.90 萬 | <0.1% | – | – | 歷史 |
| KHCKraft Heinz Co | Stock | 1,380 | $4.90 萬 | <0.1% | – | – | 歷史 |
| U.S. Global Jets ETF26922A842 | ETF | 2,339 | $4.90 萬 | <0.1% | – | – | – |
| RCIRogers Communications Inc | CL B | 1,032 | $4.90 萬 | <0.1% | – | – | 歷史 |
| KEYSKeysight Technologies, Inc. | Stock | 230 | $4.80 萬 | <0.1% | – | – | 歷史 |
| CHTRCharter Communications, Inc. | CL A | 74 | $4.80 萬 | <0.1% | – | – | 歷史 |
| SSNCSS&C Technologies Holdings Inc | COM | 593 | $4.80 萬 | <0.1% | – | – | 歷史 |
| DOCUDocuSign, Inc. | Stock | 314 | $4.70 萬 | <0.1% | – | – | 歷史 |
| KLACKLA Corp | COM NEW | 109 | $4.70 萬 | <0.1% | – | – | 歷史 |
| Ssga Active ETF Tr78467V848 | ST STR TOTAL ETF | 985 | $4.70 萬 | <0.1% | – | – | – |
| INNSummit Hotel Properties, Inc. | COM | 4,832 | $4.70 萬 | <0.1% | – | – | 歷史 |
| SWKSSkyworks Solutions, Inc. | Stock | 300 | $4.60 萬 | <0.1% | – | – | 歷史 |
| UBERUber Technologies, Inc | Stock | 1,096 | $4.60 萬 | <0.1% | – | – | 歷史 |
| NUENucor Corp | COM | 401 | $4.60 萬 | <0.1% | – | – | 歷史 |
| WMBWilliams Companies, Inc. | COM | 1,772 | $4.60 萬 | <0.1% | – | – | 歷史 |
| EPAMEPAM Systems, Inc. | COM | 69 | $4.60 萬 | <0.1% | – | – | 歷史 |
| CHTChunghwa Telecom Co Ltd | SPON ADR NEW11 | 1,070 | $4.60 萬 | <0.1% | – | – | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 723 | $4.50 萬 | <0.1% | – | – | 歷史 |
| PEGPublic Service Enterprise Group Inc | COM | 692 | $4.50 萬 | <0.1% | – | – | 歷史 |
| Nushares ETF Tr67092P201 | NUVEEN ESG LRGCP | 653 | $4.50 萬 | <0.1% | – | – | – |
| RCLRoyal Caribbean Cruises Ltd | COM | 585 | $4.50 萬 | <0.1% | – | – | 歷史 |
| J P Morgan Exchange Traded F46641Q779 | US MOMENTUM | 905 | $4.40 萬 | <0.1% | – | – | – |
| TEAMAtlassian Corp | CL A | 117 | $4.40 萬 | <0.1% | – | – | 歷史 |
| OXYOccidental Petroleum Corp | Stock | 1,475 | $4.30 萬 | <0.1% | – | – | 歷史 |
| KMXCarMax Inc | COM | 329 | $4.30 萬 | <0.1% | – | – | 歷史 |
| VanEck ETF Trust92189F486 | IG FLOA RATE ETF | 1,709 | $4.30 萬 | <0.1% | – | – | – |
| ATVIActivision Blizzard, Inc. | COM | 652 | $4.30 萬 | <0.1% | – | – | 歷史 |
| DDDuPont de Nemours, Inc. | COM | 530 | $4.30 萬 | <0.1% | – | – | 歷史 |
| GISGeneral Mills Inc | Stock | 619 | $4.20 萬 | <0.1% | – | – | 歷史 |
| BUDAnheuser-Busch InBev SA/NV | ADR | 690 | $4.20 萬 | <0.1% | – | – | 歷史 |
| ENTGEntegris Inc | COM | 302 | $4.20 萬 | <0.1% | – | – | 歷史 |
| KRKroger Co | Stock | 914 | $4.10 萬 | <0.1% | – | – | 歷史 |
| FNFFidelity National Financial, Inc. | COM SHS | 787 | $4.10 萬 | <0.1% | – | – | 歷史 |
| SHGShinhan Financial Group Co Ltd | SPN ADR RESTRD | 1,322 | $4.10 萬 | <0.1% | – | – | 歷史 |
| PFGPrincipal Financial Group Inc | COM | 560 | $4.10 萬 | <0.1% | – | – | 歷史 |
| BCRXBiocryst Pharmaceuticals Inc | COM | 2,955 | $4.10 萬 | <0.1% | – | – | 歷史 |
| ARNCArconic Corp | COM | 1,256 | $4.10 萬 | <0.1% | – | – | 歷史 |
| APOApollo Global Management, Inc. | COM | 555 | $4.00 萬 | <0.1% | – | – | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 244 | $4.00 萬 | <0.1% | – | – | – |
| Tata MTRS Ltd876568502 | SPONSORED ADR | 1,255 | $4.00 萬 | <0.1% | – | – | – |
| SLBSLB Limited | Stock | 1,297 | $3.90 萬 | <0.1% | – | – | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 648 | $3.90 萬 | <0.1% | – | – | – |
| EXCExelon Corp | Stock | 664 | $3.90 萬 | <0.1% | – | – | 歷史 |
| TWSTTwist Bioscience Corp | COM | 500 | $3.90 萬 | <0.1% | – | – | 歷史 |
| Invesco Exch Traded FD Tr II46138E594 | KBW PREM YIELD | 1,538 | $3.90 萬 | <0.1% | – | – | – |
| KBKB Financial Group Inc. | SPONSORED ADR | 853 | $3.90 萬 | <0.1% | – | – | 歷史 |
| BDXBecton Dickinson & Co | Stock | 149 | $3.80 萬 | <0.1% | – | – | 歷史 |
| MAINMain Street Capital CORP | CEF | 852 | $3.80 萬 | <0.1% | – | – | 歷史 |
| VEEVVeeva Systems Inc | Stock | 148 | $3.80 萬 | <0.1% | – | – | 歷史 |
| BURLBurlington Stores, Inc. | COM | 131 | $3.80 萬 | <0.1% | – | – | 歷史 |
| LDOSLeidos Holdings, Inc. | COM | 435 | $3.80 萬 | <0.1% | – | – | 歷史 |
| PINSPinterest, Inc. | CL A | 1,040 | $3.80 萬 | <0.1% | – | – | 歷史 |
| MCKMcKesson Corp | Stock | 150 | $3.70 萬 | <0.1% | – | – | 歷史 |
| KRGKite Realty Group Trust | COM NEW | 1,661 | $3.70 萬 | <0.1% | – | – | 歷史 |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 614 | $3.70 萬 | <0.1% | – | – | – |
| TTTrane Technologies plc | SHS | 185 | $3.70 萬 | <0.1% | – | – | 歷史 |
| APPNAppian Corp | CL A | 576 | $3.70 萬 | <0.1% | – | – | 歷史 |
| PPGPPG Industries Inc | Stock | 202 | $3.60 萬 | <0.1% | – | – | 歷史 |
| State Street SPDR S&P Bank ETF78464A797 | ETF | 665 | $3.60 萬 | <0.1% | – | – | – |
| BBYBest Buy Co Inc | Stock | 353 | $3.60 萬 | <0.1% | – | – | 歷史 |
| FISVFiserv Inc | Stock | 346 | $3.60 萬 | <0.1% | – | – | 歷史 |
| ZMZoom Communications, Inc. | Stock | 195 | $3.60 萬 | <0.1% | – | – | 歷史 |
| NGGNational Grid PLC | SPONSORED ADR NE | 491 | $3.60 萬 | <0.1% | – | – | 歷史 |
| HLTHilton Worldwide Holdings Inc. | COM | 231 | $3.60 萬 | <0.1% | – | – | 歷史 |
| MROMarathon Oil Corp | COM | 2,200 | $3.60 萬 | <0.1% | – | – | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 162 | $3.50 萬 | <0.1% | – | – | 歷史 |
| iShares U S ETF Tr46431W598 | BLOOMBERG ROLL | 713 | $3.50 萬 | <0.1% | – | – | – |
| ESEversource Energy | Stock | 365 | $3.40 萬 | <0.1% | – | – | 歷史 |
| HIGHartford Insurance Group, Inc. | Stock | 502 | $3.40 萬 | <0.1% | – | – | 歷史 |
| SWKStanley Black & Decker, Inc. | COM | 181 | $3.40 萬 | <0.1% | – | – | 歷史 |
| LYBLyondellBasell Industries N.V. | SHS - A - | 366 | $3.40 萬 | <0.1% | – | – | 歷史 |
| UALUnited Airlines Holdings, Inc. | COM | 786 | $3.40 萬 | <0.1% | – | – | 歷史 |