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Livermore
Livermore
中文EN

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
SMGScotts Miracle-Gro CoStock6,363$78.2 萬0.2%+3,417+116.0%加碼歷史
SPDR Series Trust78468R739ST NUVE TERM ETF16,502$78.1 萬0.2%+2,032+14.0%加碼–
Vanguard Star FDS921909768VG TL INTL STK F12,906$77.1 萬0.2%−737−5.4%減碼–
CBChubb LtdStock3,565$76.3 萬0.2%+1,535+75.6%加碼歷史
Vanguard BD Index FDS921937793LONG TERM BOND8,169$74.9 萬0.2%+588+7.8%加碼–
LINLinde PLCSHS2,335$74.6 萬0.2%+1,176+101.5%加碼歷史
NEENextera Energy IncStock8,696$73.6 萬0.2%+887+11.4%加碼歷史
NDSNNordson CorpCOM3,240$73.6 萬0.2%+1,743+116.4%加碼歷史
American Centy ETF Tr025072877US SML CP VALU9,102$72.6 萬0.2%+463+5.4%加碼–
EFXEquifax IncCOM3,028$71.8 萬0.2%+1,594+111.2%加碼歷史
iShares Tr46434V613CORE UNIVRSL USD14,444$71.7 萬0.2%+4,877+51.0%加碼–
BLKBlackRock, Inc.COM938$71.7 萬0.2%+227+31.9%加碼歷史
LMTLockheed Martin CorpStock1,589$70.2 萬0.2%+541+51.6%加碼歷史
American Centy ETF Tr025072604AVANTIS EMGMKT11,811$70.0 萬0.2%+1,109+10.4%加碼–
State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663ETF7,592$69.4 萬0.2%−838−9.9%減碼–
EOGEOG Resources IncStock5,690$67.9 萬0.2%+2,296+67.6%加碼歷史
iShares Core U.S. Aggregate Bond ETF464287226ETF6,270$67.2 萬0.2%+3,760+149.8%加碼–
RTXRTX CorpStock6,707$66.4 萬0.2%+1,817+37.2%加碼歷史
AMGNAmgen IncStock2,749$66.4 萬0.2%+270+10.9%加碼歷史
CPRTCopart IncCOM5,284$66.3 萬0.2%+2,552+93.4%加碼歷史
ADPAutomatic Data Processing IncStock2,815$64.0 萬0.2%+341+13.8%加碼歷史
COSTCostco Wholesale CorpStock1,111$63.8 萬0.2%+426+62.2%加碼歷史
BSYBentley Systems IncCOM CL B14,351$63.4 萬0.2%+9,048+170.6%加碼歷史
ADBEAdobe Inc.Stock1,384$63.1 萬0.2%+417+43.1%加碼歷史
iShares Tr464288158SHRT NAT MUN ETF5,959$62.3 萬0.2%+3,619+154.7%加碼–
AZPNASPENTECH CorpCOM3,708$61.3 萬0.2%+1,924+107.8%加碼歷史
TJXTJX Companies IncStock10,100$61.1 萬0.2%+1,313+14.9%加碼歷史
BACBank of America CorpStock14,779$61.0 萬0.2%+362+2.5%加碼歷史
WFCWells Fargo & CompanyStock12,484$60.5 萬0.2%−102−0.8%減碼歷史
iShares Tr464288414NATIONAL MUN ETF5,496$60.3 萬0.2%−457−7.7%減碼–
FISFidelity National Information Services, Inc.Stock5,736$57.6 萬0.1%+2,216+63.0%加碼歷史
IBKRInteractive Brokers Group, Inc.Stock8,650$57.0 萬0.1%+4,670+117.3%加碼歷史
JKHYJack Henry & Associates IncStock2,876$56.7 萬0.1%+1,688+142.1%加碼歷史
iShares U.S. Treasury Bond ETF46429B267ETF22,687$56.5 萬0.1%+8,042+54.9%加碼–
Vanguard Total Bond Market ETF921937835ETF7,097$56.5 萬0.1%−848−10.7%減碼–
DGDollar General CorpCOM2,491$55.5 萬0.1%+596+31.5%加碼歷史
DIASPDR Dow Jones Industrial Average ETF TrustUT SER 11,595$55.3 萬0.1%+245+18.1%加碼歷史
iShares Russell 2000 ETF464287655ETF2,661$54.6 萬0.1%+693+35.2%加碼–
ALLEAllegion plcORD SHS4,813$52.8 萬0.1%+2,580+115.5%加碼歷史
Timothy Plan887432276HIGH DIVIDEND19,316$52.8 萬0.1%+19,316新進–
PFEPfizer IncStock10,079$52.2 萬0.1%+1,494+17.4%加碼歷史
NSPInsperity, Inc.COM5,188$52.1 萬0.1%+5,188新進歷史
BRK.BBerkshire Hathaway IncStock1,465$51.7 萬0.1%+28+1.9%加碼歷史
THOThor Industries IncCOM6,579$51.7 萬0.1%+3,522+115.2%加碼歷史
iShares Tr464288885EAFE GRWTH ETF5,347$51.5 萬0.1%−1,443−21.3%減碼–
AZNAstraZeneca PLCSPONSORED ADR7,756$51.5 萬0.1%+4,806+162.9%加碼歷史
INTCIntel CorpStock10,358$51.4 萬0.1%+3,121+43.1%加碼歷史
MSCIMSCI Inc.Stock1,020$51.3 萬0.1%+231+29.3%加碼歷史
Vanguard Index FDS922908652EXTEND MKT ETF3,070$50.9 萬0.1%−245−7.4%減碼–
BFAMBright Horizons Family Solutions Inc.COM3,818$50.6 萬0.1%+2,051+116.1%加碼歷史
ICEIntercontinental Exchange, Inc.Stock3,808$50.3 萬0.1%+1,313+52.6%加碼歷史
LIILennox International IncCOM1,914$49.4 萬0.1%+1,015+112.9%加碼歷史
AMTAmerican Tower CorpREIT1,958$49.2 萬0.1%+428+28.0%加碼歷史
CRMSalesforce, Inc.Stock2,284$48.5 萬0.1%+579+34.0%加碼歷史
GLDSPDR Gold TrustETF2,673$48.3 萬0.1%−31−1.1%減碼歷史
DEODiageo PLCSPON ADR NEW2,336$47.4 萬0.1%+865+58.8%加碼歷史
iShares Russell 1000 Growth ETF464287614ETF1,696$47.1 萬0.1%−108−6.0%減碼–
CHEChemed CorpCOM930$47.1 萬0.1%+497+114.8%加碼歷史
GPNGlobal Payments IncStock3,411$46.7 萬0.1%−53−1.5%減碼歷史
HONHoneywell International IncCOM2,377$46.3 萬0.1%+783+49.1%加碼歷史
Invesco QQQ Trust Series I46090E103ETF1,262$45.7 萬0.1%−433−25.5%減碼–
iShares Inc46434G764MSCI EMRG CHN7,878$45.7 萬0.1%−6,150−43.8%減碼–
NVDANVIDIA CorpStock1,660$45.3 萬0.1%+210+14.5%加碼歷史
Northern LTS FD Tr IV66538H419INSPIRE INTL ETF15,128$44.7 萬0.1%+9,660+176.7%加碼–
iShares S&P 100 ETF464287101ETF2,135$44.6 萬0.1%+2,135新進–
COPConocoPhillipsStock4,464$44.6 萬0.1%+290+6.9%加碼歷史
EXPOExponent IncCOM4,078$44.1 萬0.1%+2,145+111.0%加碼歷史
ORLYO Reilly Automotive IncStock635$43.5 萬0.1%+21+3.4%加碼歷史
MRKMerck & Co., Inc.Stock5,275$43.3 萬0.1%+1,379+35.4%加碼歷史
CCICrown Castle Inc.REIT2,340$43.3 萬0.1%+1,460+165.9%加碼歷史
WMTWalmart Inc.Stock2,845$42.4 萬0.1%+232+8.9%加碼歷史
ELANElanco Animal Health IncCOM16,091$42.0 萬0.1%+8,708+117.9%加碼歷史
LOWLowes Companies IncStock2,066$41.7 萬0.1%+288+16.2%加碼歷史
AMATApplied Materials IncStock3,159$41.6 萬0.1%+26+0.8%加碼歷史
TSMTaiwan Semiconductor Manufacturing Co LtdADR3,981$41.5 萬0.1%+1,485+59.5%加碼歷史
iShares Tr46435U218ESG MSCI LEADR5,049$39.9 萬0.1%+5,049新進–
ANSSAnsys IncCOM1,243$39.5 萬0.1%+656+111.8%加碼歷史
ADIAnalog Devices IncStock2,382$39.4 萬0.1%+294+14.1%加碼歷史
Timothy Plan887432284US LARGE MID CP15,407$39.4 萬0.1%+13,177+590.9%加碼–
iShares Russell 1000 Value ETF464287598ETF2,343$38.9 萬0.1%+3+0.1%加碼–
ACNAccenture plcStock1,132$38.2 萬0.1%+389+52.4%加碼歷史
DHRDanaher CorpStock1,301$38.1 萬0.1%+511+64.7%加碼歷史
iShares Tr46435G409MSCI INTL VLU FT14,809$37.7 萬0.1%+13,605+1,130.0%加碼–
ROLRollins IncCOM10,653$37.4 萬0.1%+5,699+115.0%加碼歷史
iShares Tr46436E767ESG MSCI USA ETF10,428$37.2 萬0.1%−213−2.0%減碼–
ROKRockwell Automation, IncStock1,309$36.6 萬0.1%+350+36.5%加碼歷史
PMPhilip Morris International Inc.Stock3,808$35.8 萬0.1%+3,092+431.8%加碼歷史
PAYXPaychex IncStock2,557$34.9 萬0.1%+481+23.2%加碼歷史
FICOFair Isaac CorpCOM746$34.8 萬0.1%+396+113.1%加碼歷史
DFSDiscover Financial ServicesCOM3,154$34.8 萬0.1%+1,037+49.0%加碼歷史
NKENIKE, Inc.Stock2,581$34.7 萬0.1%+1,310+103.1%加碼歷史
ELVElevance Health, Inc.Stock704$34.6 萬0.1%+153+27.8%加碼歷史
VZVerizon Communications IncStock6,790$34.5 萬0.1%+745+12.3%加碼歷史
TDYTeledyne Technologies IncCOM722$34.2 萬0.1%+365+102.2%加碼歷史
CMECME Group Inc.COM1,425$33.9 萬0.1%+1,066+296.9%加碼歷史
RFRegions Financial CorpCOM15,141$33.7 萬0.1%−6,950−31.5%減碼歷史
PHParker-Hannifin CorpStock1,174$33.3 萬0.1%+211+21.9%加碼歷史
PEPPepsiCo IncStock1,982$33.2 萬0.1%−841−29.8%減碼歷史
SLViShares Silver TrustETF14,322$32.8 萬0.1%+4,362+43.8%加碼歷史
PSXPhillips 66Stock3,771$32.6 萬0.1%+738+24.3%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