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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
APDAir Products & Chemicals, Inc.Stock511$12.7 萬<0.1%−228−30.9%減碼歷史
PECOPhillips Edison & Company, Inc.COMMON STOCK3,635$12.5 萬<0.1%+3,635新進歷史
DEDeere & CoStock300$12.4 萬<0.1%+116+63.0%加碼歷史
CCLCarnival Corp Ltd.UNIT 99/99/99996,156$12.4 萬<0.1%−61−1.0%減碼歷史
GSGoldman Sachs Group IncStock365$12.1 萬<0.1%+44+13.7%加碼歷史
CABOCable One, Inc.COM82$12.0 萬<0.1%+73+811.1%加碼歷史
State Street SPDR Portfolio S&P 500 Growth ETF78464A409ETF1,793$11.9 萬<0.1%−274−13.3%減碼–
BF.ABrown Forman CorpCL A1,890$11.9 萬<0.1%00.0%不變歷史
PUKPrudential PLCADR3,982$11.8 萬<0.1%+925+30.3%加碼歷史
RJFRaymond James Financial IncCOM1,077$11.8 萬<0.1%+34+3.3%加碼歷史
REGNRegeneron Pharmaceuticals, Inc.COM167$11.7 萬<0.1%+15+9.9%加碼歷史
EWEdwards Lifesciences CorpStock985$11.6 萬<0.1%+761+339.7%加碼歷史
Vanguard Intl Equity Index F922042676GLB EX US ETF2,240$11.6 萬<0.1%00.0%不變–
Timothy Plan887432326HIG DV STK ETF3,450$11.4 萬<0.1%−989−22.3%減碼–
Nushares ETF Tr67092P201NUVEEN ESG LRGCP1,878$11.4 萬<0.1%+1,225+187.6%加碼–
Vanguard Energy ETF92204A306ETF1,056$11.3 萬<0.1%−284−21.2%減碼–
AIGAmerican International Group, Inc.Stock1,808$11.3 萬<0.1%+707+64.2%加碼歷史
ROSTRoss Stores, Inc.COM1,246$11.2 萬<0.1%−77−5.8%減碼歷史
Northern LTS FD Tr IV66538H633INSPIRE CORP BD4,542$11.1 萬<0.1%−558−10.9%減碼–
OTISOtis Worldwide CorpStock1,420$10.9 萬<0.1%−119−7.7%減碼歷史
MUMicron Technology IncStock1,386$10.8 萬<0.1%−42−2.9%減碼歷史
AJGArthur J. Gallagher & Co.COM619$10.8 萬<0.1%+317+105.0%加碼歷史
LULUlululemon athletica inc.Stock294$10.7 萬<0.1%−10−3.3%減碼歷史
ITTItt Inc.COM1,422$10.7 萬<0.1%+1,152+426.7%加碼歷史
TRNTrinity Industries IncCOM3,128$10.7 萬<0.1%+2,485+386.5%加碼歷史
TUTelus CorpCOM4,043$10.6 萬<0.1%+4,043新進歷史
UALUnited Airlines Holdings, Inc.COM2,274$10.5 萬<0.1%+1,488+189.3%加碼歷史
Invesco Exch Traded FD Tr II46138E594KBW PREM YIELD4,093$10.4 萬<0.1%+2,555+166.1%加碼–
VICIVici Properties Inc.COM3,653$10.4 萬<0.1%+3,296+923.2%加碼歷史
EXCExelon CorpStock2,133$10.2 萬<0.1%+1,469+221.2%加碼歷史
BKRBaker Hughes CoCL A2,783$10.2 萬<0.1%−1,885−40.4%減碼歷史
Goldman Sachs ETF Tr381430503ACTIVEBETA US LG1,144$10.2 萬<0.1%+1+0.1%加碼–
DLRDigital Realty Trust, Inc.COM721$10.2 萬<0.1%+538+294.0%加碼歷史
First Tr Exchange Trad FD VI33739H101FST TR GLB FD3,592$10.2 萬<0.1%−1,537−30.0%減碼–
Vanguard BD Index FDS92203C303VANGUARD ULTRA2,068$10.2 萬<0.1%−9,900−82.7%減碼–
GSKGSK plcSPONSORED ADR2,340$10.2 萬<0.1%−40−1.7%減碼歷史
FDXFedEx CorpStock438$10.1 萬<0.1%−9−2.0%減碼歷史
TSNTyson Foods, Inc.Stock1,110$10.0 萬<0.1%+14+1.3%加碼歷史
ZBHZimmer Biomet Holdings, Inc.Stock764$9.80 萬<0.1%+33+4.5%加碼歷史
EHCEncompass Health CorpCOM1,346$9.60 萬<0.1%+149+12.4%加碼歷史
METMetlife IncStock1,361$9.50 萬<0.1%+93+7.3%加碼歷史
ORCLOracle CorpStock1,146$9.50 萬<0.1%+98+9.4%加碼歷史
Vanguard Scottsdale FDS92206C680VNG RUS1000GRW1,332$9.50 萬<0.1%−683−33.9%減碼–
Vanguard Admiral FDS Inc921932885MIDCP 400 IDX525$9.50 萬<0.1%−55−9.5%減碼–
CFGCitizens Financial Group IncCOM2,066$9.30 萬<0.1%+1,941+1,552.8%加碼歷史
CARRCarrier Global CorpStock2,004$9.20 萬<0.1%+1,493+292.2%加碼歷史
TAT&T Inc.Stock3,915$9.20 萬<0.1%−242−5.8%減碼歷史
HZNPHorizon Therapeutics Public Ltd CoSHS879$9.20 萬<0.1%+274+45.3%加碼歷史
MTBM&T Bank CorpCOM537$9.10 萬<0.1%+498+1,276.9%加碼歷史
YUMYum Brands IncStock760$9.00 萬<0.1%+540+245.5%加碼歷史
LHXL3HARRIS Technologies, Inc.Stock362$9.00 萬<0.1%+214+144.6%加碼歷史
AMEAmetek IncCOM672$9.00 萬<0.1%+552+460.0%加碼歷史
MARMarriott International IncStock505$8.90 萬<0.1%+25+5.2%加碼歷史
EQTEQT CorpStock2,574$8.90 萬<0.1%−1,310−33.7%減碼歷史
TTDTrade Desk, Inc.Stock1,295$8.90 萬<0.1%−39−2.9%減碼歷史
GRCGorman Rupp CoCOM2,485$8.90 萬<0.1%+11+0.4%加碼歷史
INTUIntuit Inc.Stock182$8.70 萬<0.1%+98+116.7%加碼歷史
iShares Iboxx $ Investment Grade Corporate Bond ETF464287242ETF710$8.60 萬<0.1%−388−35.3%減碼–
Northern LTS FD Tr IV66538H658INSPIRE GBL HOPE2,393$8.60 萬<0.1%−258−9.7%減碼–
PXDPioneer Natural Resources CoCOM337$8.50 萬<0.1%+257+321.3%加碼歷史
SSBSouthState Bank CorpCOM1,043$8.50 萬<0.1%00.0%不變歷史
FTNTFortinet, Inc.Stock245$8.40 萬<0.1%−7−2.8%減碼歷史
DOWDow Inc.Stock1,327$8.40 萬<0.1%+923+228.5%加碼歷史
CTSHCognizant Technology Solutions CorpCL A925$8.40 萬<0.1%+33+3.7%加碼歷史
FERGFerguson Enterprises Inc.SHS627$8.40 萬<0.1%+479+323.6%加碼歷史
NOWServiceNow, Inc.Stock148$8.30 萬<0.1%+68+85.0%加碼歷史
COFCapital One Financial CorpStock622$8.30 萬<0.1%−204−24.7%減碼歷史
TRPTC Energy CorpCOM1,483$8.30 萬<0.1%+1,289+664.4%加碼歷史
LRCXLam Research CorpCOM155$8.30 萬<0.1%+75+93.8%加碼歷史
SLBSLB LimitedStock2,000$8.20 萬<0.1%+703+54.2%加碼歷史
BF.BBrown Forman CorpStock1,220$8.20 萬<0.1%+79+6.9%加碼歷史
AMDAdvanced Micro Devices IncStock748$8.20 萬<0.1%+193+34.8%加碼歷史
Nushares ETF Tr67092P805NUVEEN ESG INTL2,854$8.20 萬<0.1%+2,050+255.0%加碼–
HIIHuntington Ingalls Industries, Inc.COM407$8.20 萬<0.1%+53+15.0%加碼歷史
DLTRDollar Tree, Inc.COM510$8.20 萬<0.1%−265−34.2%減碼歷史
iShares Tr464287150CORE S&P TTL STK816$8.20 萬<0.1%−509−38.4%減碼–
CMSCMS Energy CorpCOM1,174$8.20 萬<0.1%+904+334.8%加碼歷史
SEESealed Air CorpCOM1,226$8.10 萬<0.1%−205−14.3%減碼歷史
NUENucor CorpCOM540$8.00 萬<0.1%+139+34.7%加碼歷史
WisdomTree Tr97717W505US MIDCAP DIVID1,810$8.00 萬<0.1%00.0%不變–
PHGKoninklijke Philips NVNY REGIS SHS NEW2,610$8.00 萬<0.1%+29+1.1%加碼歷史
PGRProgressive CorpStock697$7.90 萬<0.1%+88+14.4%加碼歷史
ETEnergy Transfer LPCOM UT LTD PTN7,102$7.90 萬<0.1%+250+3.6%加碼歷史
HASHasbro, Inc.COM963$7.90 萬<0.1%+947+5,918.8%加碼歷史
iShares Tr46429B7470-5 YR TIPS ETF749$7.90 萬<0.1%+749新進–
FFord Motor CoStock4,653$7.80 萬<0.1%+1,150+32.8%加碼歷史
iShares Core S&P US Value ETF464287663ETF1,032$7.80 萬<0.1%−127−11.0%減碼–
Vanguard Admiral FDS Inc921932778SMLCP 600 VAL443$7.80 萬<0.1%+103+30.3%加碼–
GDDYGoDaddy Inc.CL A932$7.80 萬<0.1%+703+307.0%加碼歷史
TRGPTarga Resources Corp.COM1,045$7.80 萬<0.1%+1,000+2,222.2%加碼歷史
GHCGraham Holdings CoCOM CL B127$7.80 萬<0.1%+127新進歷史
Signature BK New York N Y82669G104COM269$7.80 萬<0.1%+269新進–
AIZAssurant, Inc.Stock422$7.70 萬<0.1%+422新進歷史
AXPAmerican Express CoStock411$7.70 萬<0.1%+27+7.0%加碼歷史
HEI.AHeico CorpCL A608$7.70 萬<0.1%+537+756.3%加碼歷史
KMBKimberly Clark CorpStock620$7.60 萬<0.1%−164−20.9%減碼歷史
iShares S&P Small-Cap 600 Growth ETF464287887ETF607$7.60 萬<0.1%−739−54.9%減碼–
VMCVulcan Materials COCOM413$7.60 萬<0.1%+70+20.4%加碼歷史
FOXAFox CorpCL A COM1,942$7.60 萬<0.1%−289−13.0%減碼歷史
MROMarathon Oil CorpCOM3,008$7.60 萬<0.1%+808+36.7%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