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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
最新申報
2026/7/24

2022 年第 1 季持倉

持倉截至 2022/3/31,2022/5/25 申報。只含多頭部位,變化是跟 2021 年第 4 季比股數。

機構總覽
持股檔數
1,717
較 2021 年第 4 季 −66
總值
$3.94 億
較 2021 年第 4 季 +$3,713 萬 (+10.4%)
申報日
2022/5/25
SEC
EverSource Wealth Advisors, LLC 在 2022 年第 1 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
Vanguard Ftse Developed Markets ETF921943858ETF339,284$1,630 萬4.1%−32,144−8.7%減碼–
Vanguard S&P 500 ETF922908363ETF36,566$1,518 萬3.9%+4,414+13.7%加碼–
Vanguard Morningstar Total Stock Market ETF922908769ETF66,178$1,507 萬3.8%+1,485+2.3%加碼–
IIIVi3 Verticals, Inc.COM CL A526,275$1,466 萬3.7%00.0%不變歷史
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD169,875$1,327 萬3.4%−56,409−24.9%減碼–
AAPLApple Inc.Stock74,619$1,303 萬3.3%+5,703+8.3%加碼歷史
Vanguard Dividend Appreciation ETF921908844ETF77,587$1,258 萬3.2%+5,129+7.1%加碼–
MSFTMicrosoft CorpStock27,653$852.5 萬2.2%+6,633+31.6%加碼歷史
Janus Detroit STR Tr47103U886HENDRSN SHRT ETF144,853$710.9 萬1.8%+122,324+543.0%加碼–
Dimensional U.S. Core Equity 2 ETF25434V708ETF228,542$630.3 萬1.6%+43,808+23.7%加碼–
Vanguard Mortgage-Backed Securities ETF92206C771ETF123,843$620.5 萬1.6%−5,707−4.4%減碼–
Goldman Sachs ETF Tr381430107ACTIVEBETA INT182,712$598.0 萬1.5%+85,518+88.0%加碼–
Vanguard World FD921910840MEGA CAP VAL ETF54,620$586.2 萬1.5%−4,232−7.2%減碼–
Vanguard Morningstar Mid-Cap Value ETF922908512ETF32,574$487.5 萬1.2%−636−1.9%減碼–
Vanguard Ftse Emerging Markets ETF922042858ETF103,604$477.9 萬1.2%−3,959−3.7%減碼–
Vanguard World FD921910816MEGA GRWTH IND20,286$477.5 萬1.2%−4,967−19.7%減碼–
Vanguard Scottsdale FDS92206C706INTER TERM TREAS74,798$470.8 萬1.2%−30,310−28.8%減碼–
AMZNAmazon Com IncStock1,394$454.5 萬1.2%+283+25.5%加碼歷史
Vanguard Morningstar Small-Cap ETF922908751ETF19,522$414.9 萬1.1%+4,912+33.6%加碼–
Dimensional ETF Trust25434V401US EQUI MARK ETF82,434$404.1 萬1.0%+85+0.1%加碼–
Vanguard Morningstar Growth ETF922908736ETF13,619$391.7 萬1.0%+1,260+10.2%加碼–
Vanguard Intermediate-Term Corporate Bond ETF92206C870ETF43,389$373.3 萬0.9%−2,527−5.5%減碼–
Schwab US Dividend Equity ETF808524797ETF45,317$357.5 萬0.9%+8,029+21.5%加碼–
American Centy ETF Tr025072885US EQT ETF46,244$356.5 萬0.9%+2,240+5.1%加碼–
SFBSServisFirst Bancshares, Inc.COM34,628$330.0 萬0.8%+18,100+109.5%加碼歷史
Dimensional ETF Trust25434V807INTERNATNAL VAL97,383$326.0 萬0.8%+4,543+4.9%加碼–
Vanguard Morningstar Small-Cap Value ETF922908611ETF18,443$324.4 萬0.8%−91−0.5%減碼–
GOOGLAlphabet Inc.Stock1,031$286.7 萬0.7%+231+28.9%加碼歷史
Vanguard Morningstar Value ETF922908744ETF18,578$274.5 萬0.7%+2,430+15.0%加碼–
SPDR Series Trust78464A763ST STR SP DIV21,274$272.5 萬0.7%+2,331+12.3%加碼–
iShares Core S&P 500 ETF464287200ETF5,294$240.2 萬0.6%+1,739+48.9%加碼–
iShares MSCI Eafe ETF464287465ETF30,308$223.1 萬0.6%+907+3.1%加碼–
American Centy ETF Tr025072562AVANTIS CORE FI49,114$222.7 萬0.6%+1,774+3.7%加碼–
GOOGAlphabet Inc.Stock774$216.1 萬0.5%+91+13.3%加碼歷史
JPMJPMorgan Chase & CoStock15,634$213.1 萬0.5%+2,155+16.0%加碼歷史
iShares Tr464288877EAFE VALUE ETF40,875$205.4 萬0.5%−3,298−7.5%減碼–
Dimensional U.S. Targeted Value ETF25434V609ETF43,416$202.3 萬0.5%−4,354−9.1%減碼–
Victory Portfolios II92647N824VCSHS US EQ INCM27,861$200.2 萬0.5%+10,956+64.8%加碼–
Schwab Intermediate-Term US Treasury ETF808524854ETF37,491$199.6 萬0.5%+37,491新進–
iShares Tr46435G425ESG AWR MSCI USA19,445$197.1 萬0.5%+979+5.3%加碼–
iShares Tr464288448INTL SEL DIV ETF61,361$194.9 萬0.5%+12,005+24.3%加碼–
Vanguard Scottsdale FDS92206C102SHORT TERM TREAS31,993$189.6 萬0.5%−1,307−3.9%減碼–
Northern LTS FD Tr IV66538H534INSPIRE 100 ETF49,890$179.5 萬0.5%+31,701+174.3%加碼–
HDHome Depot, Inc.Stock5,903$176.7 萬0.4%+1,229+26.3%加碼歷史
Vanguard Total International Bond ETF92203J407ETF33,207$174.2 萬0.4%+1,868+6.0%加碼–
American Centy ETF Tr025072703INTL EQT ETF28,796$173.8 萬0.4%+1,628+6.0%加碼–
Vanguard Total World Stock ETF922042742ETF16,869$170.9 萬0.4%+1,326+8.5%加碼–
VVisa Inc.Stock7,669$170.0 萬0.4%+2,392+45.3%加碼歷史
Vanguard Short-Term Bond ETF921937827ETF20,853$162.5 萬0.4%+1,185+6.0%加碼–
Pgim ETF Tr69344A107PGIM ULTRA SH BD32,484$159.9 萬0.4%−15,808−32.7%減碼–
American Centy ETF Tr025072687AVANTIS SHFXDINC30,755$146.3 萬0.4%+856+2.9%加碼–
JNJJohnson & JohnsonStock8,100$143.5 萬0.4%+1,565+23.9%加碼歷史
Vanguard Morningstar Mid-Cap Growth ETF922908538ETF5,874$130.9 萬0.3%−769−11.6%減碼–
UNHUnitedHealth Group IncStock2,557$130.3 萬0.3%+1,032+67.7%加碼歷史
UNPUnion Pacific CorpStock4,692$128.2 萬0.3%+1,047+28.7%加碼歷史
Vanguard Whitehall FDS921946794INTL HIGH ETF18,816$127.2 萬0.3%+19+0.1%加碼–
METAMeta Platforms, Inc.Stock5,680$126.4 萬0.3%+1,232+27.7%加碼歷史
AVGOBroadcom Inc.Stock1,986$125.1 萬0.3%+902+83.2%加碼歷史
Dimensional U.S. Small Cap ETF25434V500ETF21,813$122.3 萬0.3%+1,796+9.0%加碼–
Dimensional World Ex U.S. Core Equity 2 ETF25434V880ETF48,929$122.1 萬0.3%+11,290+30.0%加碼–
American Centy ETF Tr025072802INTL SMCP VLU18,816$117.9 萬0.3%+13,533+256.2%加碼–
SPYSPDR S&P 500 ETF TrustETF2,585$116.7 萬0.3%+268+11.6%加碼歷史
TXNTexas Instruments IncStock6,188$113.6 萬0.3%+962+18.4%加碼歷史
USBUS Bancorp DECOM NEW20,816$110.7 萬0.3%−113−0.5%減碼歷史
ZBRAZebra Technologies CorpCL A2,558$105.9 萬0.3%+1,228+92.3%加碼歷史
KOCoca Cola CoStock16,619$103.0 萬0.3%+4,838+41.1%加碼歷史
CMCSAComcast CorpStock21,685$101.6 萬0.3%+7,556+53.5%加碼歷史
TSLATesla, Inc.Stock942$101.5 萬0.3%+136+16.9%加碼歷史
Vanguard Ftse All-World Ex-US Small-Cap ETF922042718ETF8,044$99.7 萬0.3%+261+3.4%加碼–
ABBVAbbVie Inc.Stock6,087$98.7 萬0.3%+3,327+120.5%加碼歷史
MRSHMarsh & McLennan Companies, Inc.Stock5,782$98.6 萬0.3%+2,847+97.0%加碼歷史
Victory Portfolios II92647N782VCSHS US 500 ENH13,309$98.6 萬0.3%+2,268+20.5%加碼–
PGProcter & Gamble CoStock6,383$97.5 萬0.2%+355+5.9%加碼歷史
CVXChevron CorpStock5,989$97.4 萬0.2%+1,491+33.1%加碼歷史
LLYEli Lilly & CoStock3,385$97.0 萬0.2%+974+40.4%加碼歷史
MDTMedtronic plcStock8,661$96.1 萬0.2%+2,258+35.3%加碼歷史
CRLCharles River Laboratories International, Inc.COM3,273$93.0 萬0.2%+1,621+98.1%加碼歷史
POOLPool CorpCOM2,198$93.0 萬0.2%+1,079+96.4%加碼歷史
WRBBerkley W R CorpCOM13,801$91.9 萬0.2%+9,513+221.9%加碼歷史
Vanguard Emerging Markets Government Bond ETF921946885ETF13,138$91.8 萬0.2%−1,109−7.8%減碼–
iShares Core S&P Mid-Cap ETF464287507ETF3,402$91.3 萬0.2%+931+37.7%加碼–
Northern LTS FD Tr IV66538H641INSPIRE SML/ MID27,076$89.9 萬0.2%+26,586+5,425.7%加碼–
TFCTruist Financial CorpCOM15,780$89.5 萬0.2%+3,308+26.5%加碼歷史
iShares Broad Usd Investment Grade Corporate Bond ETF464288620ETF16,113$88.7 萬0.2%+8,501+111.7%加碼–
UPSUnited Parcel Service IncStock4,072$87.3 萬0.2%+536+15.2%加碼歷史
XOMExxonMobil Holdings CorpCOM10,418$86.1 萬0.2%+765+7.9%加碼歷史
CSCOCisco Systems, Inc.Stock15,103$84.3 萬0.2%−44−0.3%減碼歷史
CDWCDW CorpCOM4,696$84.0 萬0.2%+2,544+118.2%加碼歷史
NOCNorthrop Grumman CorpStock1,867$83.6 萬0.2%+527+39.3%加碼歷史
Vanguard Intermediate-Term Bond ETF921937819ETF10,157$83.2 萬0.2%−1,279−11.2%減碼–
MCDMcDonalds CorpStock3,355$83.0 萬0.2%+618+22.6%加碼歷史
SOSouthern CoStock11,272$81.7 萬0.2%+651+6.1%加碼歷史
iShares Core S&P Small Cap ETF464287804ETF7,571$81.7 萬0.2%+1,258+19.9%加碼–
TERTeradyne, IncStock6,905$81.7 萬0.2%+3,796+122.1%加碼歷史
iShares Tr4642886613 7 YR TREAS BD6,688$81.6 萬0.2%−809−10.8%減碼–
LPLALPL Financial Holdings Inc.COM4,449$81.3 萬0.2%+2,301+107.1%加碼歷史
ABTAbbott LaboratoriesStock6,867$81.2 萬0.2%+1,739+33.9%加碼歷史
SITESiteOne Landscape Supply, Inc.COM4,867$78.7 萬0.2%+2,643+118.8%加碼歷史
Vanguard High Dividend Yield Index ETF921946406ETF6,998$78.6 萬0.2%−160−2.2%減碼–
COOCooper Companies, Inc.COM NEW1,877$78.4 萬0.2%+1,007+115.7%加碼歷史

2021 年第 4 季之後清倉(213 檔)

2021 年第 4 季季末還持有、這份申報已經沒有的部位。

依上一季市值列出前 100 檔,共 213 檔。

EverSource Wealth Advisors, LLC 在 2021 年第 4 季之後清倉的部位
證券類別2021 年第 4 季股數2021 年第 4 季市值2021 年第 4 季佔組合 %紀錄
ETF Ser Solutions26922A511US DIVERSIFIED11,512$45.4 萬0.1%–
iShares S&P Mid-Cap 400 Growth ETF464287606ETF4,240$36.2 萬0.1%–
PLANAnaplan, Inc.COM4,015$18.4 萬0.1%歷史
iShares Select Dividend ETF464287168ETF734$9.00 萬<0.1%–
ZSZscaler, Inc.Stock250$8.00 萬<0.1%歷史
MDYSPDR S&P Midcap 400 ETF TrustETF108$5.60 萬<0.1%歷史
BURLBurlington Stores, Inc.COM131$3.80 萬<0.1%歷史
NETCloudflare, Inc.CL A COM261$3.40 萬<0.1%歷史
OPTUOptimum Communications, Inc.CL A2,029$3.30 萬<0.1%歷史
Farfetch Ltd30744W107ORD SH CL A921$3.10 萬<0.1%–
Royal Dutch Shell PLC780259206SPONS ADR A681$3.00 萬<0.1%–
NXPNuveen Select Tax Free Income PortfolioSH BEN INT1,678$2.70 萬<0.1%歷史
DCBODocebo Inc.COM396$2.70 萬<0.1%歷史
VanEck Vectors ETF Tr92189F817VIETNAM ETF1,268$2.70 萬<0.1%–
AEEAmeren CorpCOM291$2.60 萬<0.1%歷史
TREELendingTree, Inc.COM192$2.40 萬<0.1%歷史
JDJD.com, Inc.SPON ADS CL A315$2.20 萬<0.1%歷史
VanEck Vectors ETF Tr92189F403RUSSIA ETF809$2.20 萬<0.1%–
CNVYConvey Health Solutions Holdings, Inc.COM2,723$2.20 萬<0.1%歷史
Cornerstone Building Brands, Inc.21925D109COM1,200$2.10 萬<0.1%–
FMBIFirst Midwest Bancorp IncCOM975$2.00 萬<0.1%歷史
MGLNMagellan Health IncCOM NEW209$2.00 萬<0.1%歷史
iShares Tr464288646ISHS 1-5YR INVS347$1.90 萬<0.1%–
AMBPArdagh Metal Packaging S.A.SHS2,101$1.90 萬<0.1%歷史
RBNCReliant Bancorp, Inc.COM533$1.90 萬<0.1%歷史
OSISOsi Systems IncCOM183$1.70 萬<0.1%歷史
PUBMPubMatic, Inc.COM CL A500$1.70 萬<0.1%歷史
Royal Dutch Shell PLC780259107SPON ADR B391$1.70 萬<0.1%–
HFCHollyFrontier CorpCOM430$1.40 萬<0.1%歷史
PAEPAE IncCOM CL A1,410$1.40 萬<0.1%歷史
COOKTraeger, Inc.COMMON STOCK1,126$1.40 萬<0.1%歷史
SPNTSiriusPoint LtdCOM1,625$1.30 萬<0.1%歷史
KRAKraton CorpCOM272$1.30 萬<0.1%歷史
ONTFON24 Inc.COM712$1.30 萬<0.1%歷史
DIDIYDiDi Global Inc.SPONSORED ADS2,652$1.30 萬<0.1%歷史
WGOWinnebago Industries IncCOM158$1.20 萬<0.1%歷史
SUISun Communities IncCOM52$1.10 萬<0.1%歷史
TASTCarrols Restaurant Group, Inc.COM3,723$1.10 萬<0.1%歷史
CPACopa Holdings, S.A.CL A124$1.00 萬<0.1%歷史
LGNDLigand Pharmaceuticals IncCOM NEW62$1.00 萬<0.1%歷史
RHRHCOM19$1.00 萬<0.1%歷史
LZLegalzoom.com, Inc.COM608$1.00 萬<0.1%歷史
GESGuess IncCOM443$1.00 萬<0.1%歷史
MTTRMatterport, Inc.COM CL A500$1.00 萬<0.1%歷史
SNOWSnowflake Inc.Stock27$9,000<0.1%歷史
TTMITTM Technologies IncCOM578$9,000<0.1%歷史
NATNordic American Tankers LtdCOM5,312$9,000<0.1%歷史
BRF SA10552T107SPONSORED ADR2,271$9,000<0.1%–
FRTAForterra, Inc.COM371$9,000<0.1%歷史
GWBGreat Western Bancorp, Inc.COM266$9,000<0.1%歷史
NTUSNatus Medical IncCOM386$9,000<0.1%歷史
TCOMTrip.com Group LtdADS293$8,000<0.1%歷史
XMTRXometry, Inc.CLASS A COM162$8,000<0.1%歷史
iShares Tr464287630RUS 2000 VAL ETF48$8,000<0.1%–
PAYAPaya Holdings Inc.COM CL A1,322$8,000<0.1%歷史
VLDRVelodyne Lidar, Inc.COM1,683$8,000<0.1%歷史
MKTXMarketaxess Holdings IncCOM18$7,000<0.1%歷史
PRSUPursuit Attractions & Hospitality, Inc.COM157$7,000<0.1%歷史
AVAHAveanna Healthcare Holdings, Inc.COM946$7,000<0.1%歷史
TDOCTeladoc Health, Inc.COM77$7,000<0.1%歷史
Direxion Shs ETF Tr25460G864DAILY RGNAL BULL140$7,000<0.1%–
STFCState Auto Financial CORPCOM132$7,000<0.1%歷史
INFOIHS Markit Ltd.SHS56$7,000<0.1%歷史
WENWendy's CoStock251$6,000<0.1%歷史
State Street Industrial Select Sector SPDR ETF81369Y704ETF55$6,000<0.1%–
TPLTexas Pacific Land CorpStock5$6,000<0.1%歷史
CTRECareTrust REIT, Inc.COM273$6,000<0.1%歷史
MGAMagna International IncCOM79$6,000<0.1%歷史
LZBLa-Z-Boy IncCOM151$6,000<0.1%歷史
PARRPar Pacific Holdings, Inc.COM NEW386$6,000<0.1%歷史
ERICEricsson LM Telephone CoADR B SEK 10522$6,000<0.1%歷史
CCOICogent Communications Holdings, Inc.COM NEW76$6,000<0.1%歷史
DNBDun & Bradstreet Holdings, Inc.COM289$6,000<0.1%歷史
XLNXXilinx IncCOM27$6,000<0.1%歷史
ARGXArgenx SESPONSORED ADR13$5,000<0.1%歷史
IGRCbre Global Real Estate Income FundCOM551$5,000<0.1%歷史
CNKCinemark Holdings, Inc.COM290$5,000<0.1%歷史
VVXV2X, Inc.COM120$5,000<0.1%歷史
VITLVital Farms, Inc.COM285$5,000<0.1%歷史
ADVAdvantage Solutions Inc.COM CL A632$5,000<0.1%歷史
OSHOak Street Health, Inc.COM161$5,000<0.1%歷史
AZZAzz IncCOM80$4,000<0.1%歷史
ELFe.l.f. Beauty, Inc.COM114$4,000<0.1%歷史
PPLIPeople IncCOM NEW30$4,000<0.1%歷史
BHKBlackRock Core Bond TrustSHS BEN INT268$4,000<0.1%歷史
BEKEKE Holdings Inc.SPONSORED ADS234$4,000<0.1%歷史
COLLCollegium Pharmaceutical, IncCOM190$4,000<0.1%歷史
TRUTransUnionCOM33$4,000<0.1%歷史
DDD3D Systems CorpCOM NEW177$4,000<0.1%歷史
ATHMAutohome Inc.SP ADS RP CL A132$4,000<0.1%歷史
MNROMonro, Inc.COM69$4,000<0.1%歷史
SHOEShoe Station Group IncCOM90$4,000<0.1%歷史
TEADTeads Holding Co.COM274$4,000<0.1%歷史
VMDViemed Healthcare, Inc.COM789$4,000<0.1%歷史
VNETVNET Group, Inc.SPONSORED ADS A395$4,000<0.1%歷史
CHPTChargePoint Holdings, Inc.COM CL A192$4,000<0.1%歷史
CBAYCymaBay Therapeutics, Inc.COM1,050$4,000<0.1%歷史
iShares Tr464287382JPX NIKKEI 40050$4,000<0.1%–
ITIIteris, Inc.COM997$4,000<0.1%歷史
BFXBowflex Inc.COM673$4,000<0.1%歷史