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Livermore
Livermore
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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
最新申報
2026/7/24

2022 年第 2 季持倉

持倉截至 2022/6/30，2022/8/1 申報。只含多頭部位，變化是跟 2022 年第 1 季比股數。

機構總覽
持股檔數
1,748
較 2022 年第 1 季 +31
總值
$3.88 億
較 2022 年第 1 季 −$633.9 萬 (−1.6%)
申報日
2022/8/1
SEC
EverSource Wealth Advisors, LLC 在 2022 年第 2 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD251,433$1,917 萬4.9%+81,558+48.0%加碼–
Vanguard Ftse Developed Markets ETF921943858ETF364,997$1,489 萬3.8%+25,713+7.6%加碼–
IIIVi3 Verticals, Inc.COM CL A526,275$1,317 萬3.4%00.0%不變歷史
Vanguard Morningstar Total Stock Market ETF922908769ETF67,435$1,272 萬3.3%+1,257+1.9%加碼–
Vanguard S&P 500 ETF922908363ETF34,797$1,207 萬3.1%−1,769−4.8%減碼–
Vanguard Dividend Appreciation ETF921908844ETF78,731$1,130 萬2.9%+1,144+1.5%加碼–
AAPLApple Inc.Stock80,651$1,103 萬2.8%+6,032+8.1%加碼歷史
MSFTMicrosoft CorpStock30,698$788.4 萬2.0%+3,045+11.0%加碼歷史
Dimensional U.S. Core Equity 2 ETF25434V708ETF262,226$611.0 萬1.6%+33,684+14.7%加碼–
Vanguard Mortgage-Backed Securities ETF92206C771ETF113,178$541.1 萬1.4%−10,665−8.6%減碼–
Goldman Sachs ETF Tr381430107ACTIVEBETA INT176,789$490.9 萬1.3%−5,923−3.2%減碼–
Vanguard Ftse Emerging Markets ETF922042858ETF114,279$476.0 萬1.2%+10,675+10.3%加碼–
Vanguard Scottsdale FDS92206C706INTER TERM TREAS76,209$466.1 萬1.2%+1,411+1.9%加碼–
Schwab US Dividend Equity ETF808524797ETF63,323$453.6 萬1.2%+18,006+39.7%加碼–
Vanguard World FD921910840MEGA CAP VAL ETF44,118$424.3 萬1.1%−10,502−19.2%減碼–
NSPInsperity, Inc.COM40,820$407.5 萬1.1%+35,632+686.8%加碼歷史
Vanguard Morningstar Mid-Cap Value ETF922908512ETF30,969$401.1 萬1.0%−1,605−4.9%減碼–
Vanguard Morningstar Growth ETF922908736ETF17,019$379.4 萬1.0%+3,400+25.0%加碼–
Dimensional ETF Trust25434V724US MKTWIDE VALUE117,927$372.6 萬1.0%+117,927新進–
Vanguard Morningstar Small-Cap ETF922908751ETF20,816$366.5 萬0.9%+1,294+6.6%加碼–
Vanguard World FD921910816MEGA GRWTH IND19,844$360.6 萬0.9%−442−2.2%減碼–
Dimensional ETF Trust25434V401US EQUI MARK ETF82,570$336.5 萬0.9%+136+0.2%加碼–
AMZNAmazon Com IncStock31,193$331.3 萬0.9%+3,313+11.9%加碼依 20 比 1 拆股換算歷史
Vanguard Intermediate-Term Corporate Bond ETF92206C870ETF40,140$321.2 萬0.8%−3,249−7.5%減碼–
SPDR Series Trust78464A763ST STR SP DIV26,842$318.6 萬0.8%+5,568+26.2%加碼–
Vanguard Morningstar Value ETF922908744ETF24,111$318.0 萬0.8%+5,533+29.8%加碼–
American Centy ETF Tr025072885US EQT ETF46,719$303.9 萬0.8%+475+1.0%加碼–
Dimensional ETF Trust25434V807INTERNATNAL VAL97,685$282.2 萬0.7%+302+0.3%加碼–
Vanguard Morningstar Small-Cap Value ETF922908611ETF18,334$274.7 萬0.7%−109−0.6%減碼–
SFBSServisFirst Bancshares, Inc.COM34,378$271.3 萬0.7%−250−0.7%減碼歷史
GOOGLAlphabet Inc.Stock1,216$265.1 萬0.7%+185+17.9%加碼歷史
Victory Portfolios II92647N824VCSHS US EQ INCM37,492$247.8 萬0.6%+9,631+34.6%加碼–
iShares Core S&P 500 ETF464287200ETF6,247$236.9 萬0.6%+953+18.0%加碼–
American Centy ETF Tr025072562AVANTIS CORE FI51,139$219.2 萬0.6%+2,025+4.1%加碼–
iShares Tr464288448INTL SEL DIV ETF80,498$218.6 萬0.6%+19,137+31.2%加碼–
GOOGAlphabet Inc.Stock985$215.4 萬0.6%+211+27.3%加碼歷史
iShares Tr464288877EAFE VALUE ETF48,139$208.9 萬0.5%+7,264+17.8%加碼–
Vanguard Short-Term Bond ETF921937827ETF26,640$204.6 萬0.5%+5,787+27.8%加碼–
JPMJPMorgan Chase & CoStock17,473$196.7 萬0.5%+1,839+11.8%加碼歷史
Janus Detroit STR Tr47103U886HENDRSN SHRT ETF39,533$192.2 萬0.5%−105,320−72.7%減碼–
iShares MSCI Eafe ETF464287465ETF29,777$186.1 萬0.5%−531−1.8%減碼–
iShares Tr46435G425ESG AWR MSCI USA21,966$184.4 萬0.5%+2,521+13.0%加碼–
UNHUnitedHealth Group IncStock3,587$184.2 萬0.5%+1,030+40.3%加碼歷史
VVisa Inc.Stock9,146$180.0 萬0.5%+1,477+19.3%加碼歷史
JNJJohnson & JohnsonStock9,736$172.8 萬0.4%+1,636+20.2%加碼歷史
Vanguard Scottsdale FDS92206C102SHORT TERM TREAS28,782$169.4 萬0.4%−3,211−10.0%減碼–
Vanguard Total International Bond ETF92203J407ETF34,096$168.9 萬0.4%+889+2.7%加碼–
Dimensional U.S. Targeted Value ETF25434V609ETF41,767$168.0 萬0.4%−1,649−3.8%減碼–
HDHome Depot, Inc.Stock5,895$161.7 萬0.4%−8−0.1%減碼歷史
Schwab Intermediate-Term US Treasury ETF808524854ETF30,703$158.4 萬0.4%−6,788−18.1%減碼–
Northern LTS FD Tr IV66538H534INSPIRE 100 ETF53,388$155.5 萬0.4%+3,498+7.0%加碼–
American Centy ETF Tr025072687AVANTIS SHFXDINC32,765$153.3 萬0.4%+2,010+6.5%加碼–
American Centy ETF Tr025072703INTL EQT ETF29,205$148.8 萬0.4%+409+1.4%加碼–
Vanguard Total World Stock ETF922042742ETF17,348$148.0 萬0.4%+479+2.8%加碼–
Dimensional World Ex U.S. Core Equity 2 ETF25434V880ETF68,166$146.1 萬0.4%+19,237+39.3%加碼–
American Centy ETF Tr025072877US SML CP VALU19,479$133.2 萬0.3%+10,377+114.0%加碼–
LLYEli Lilly & CoStock3,739$121.2 萬0.3%+354+10.5%加碼歷史
KOCoca Cola CoStock18,387$115.6 萬0.3%+1,768+10.6%加碼歷史
CVXChevron CorpStock7,875$114.1 萬0.3%+1,886+31.5%加碼歷史
American Centy ETF Tr025072802INTL SMCP VLU21,511$113.5 萬0.3%+2,695+14.3%加碼–
Vanguard Star FDS921909768VG TL INTL STK F21,889$113.0 萬0.3%+8,983+69.6%加碼–
METAMeta Platforms, Inc.Stock6,969$112.4 萬0.3%+1,289+22.7%加碼歷史
Victory Portfolios II92647N782VCSHS US 500 ENH17,449$112.1 萬0.3%+4,140+31.1%加碼–
Vanguard Whitehall FDS921946794INTL HIGH ETF19,063$112.1 萬0.3%+247+1.3%加碼–
Timothy Plan887432276HIGH DIVIDEND45,639$112.0 萬0.3%+26,323+136.3%加碼–
American Centy ETF Tr025072604AVANTIS EMGMKT21,486$111.8 萬0.3%+9,675+81.9%加碼–
MRSHMarsh & McLennan Companies, Inc.Stock7,162$111.3 萬0.3%+1,380+23.9%加碼歷史
AVGOBroadcom Inc.Stock2,275$110.5 萬0.3%+289+14.6%加碼歷史
iShares Tr46434V613CORE UNIVRSL USD22,543$105.6 萬0.3%+8,099+56.1%加碼–
PGProcter & Gamble CoStock7,305$105.1 萬0.3%+922+14.4%加碼歷史
Vanguard Morningstar Mid-Cap Growth ETF922908538ETF5,904$103.5 萬0.3%+30+0.5%加碼–
CMCSAComcast CorpStock26,345$103.3 萬0.3%+4,660+21.5%加碼歷史
SPYSPDR S&P 500 ETF TrustETF2,597$98.0 萬0.3%+12+0.5%加碼歷史
XOMExxonMobil Holdings CorpCOM11,426$97.8 萬0.3%+1,008+9.7%加碼歷史
Dimensional U.S. Small Cap ETF25434V500ETF20,219$97.1 萬0.3%−1,594−7.3%減碼–
WRBBerkley W R CorpCOM13,994$95.5 萬0.2%+193+1.4%加碼歷史
TSLATesla, Inc.Stock1,415$95.3 萬0.2%+473+50.2%加碼歷史
USBUS Bancorp DECOM NEW20,102$92.6 萬0.2%−714−3.4%減碼歷史
UNPUnion Pacific CorpStock4,232$90.2 萬0.2%−460−9.8%減碼歷史
ABBVAbbVie Inc.Stock5,665$86.8 萬0.2%−422−6.9%減碼歷史
Vanguard Ftse All-World Ex-US Small-Cap ETF922042718ETF8,411$86.8 萬0.2%+367+4.6%加碼–
CBChubb LtdStock4,364$85.8 萬0.2%+799+22.4%加碼歷史
LINLinde PLCSHS2,910$83.6 萬0.2%+575+24.6%加碼歷史
SOSouthern CoStock11,706$83.5 萬0.2%+434+3.9%加碼歷史
TFCTruist Financial CorpCOM17,498$83.0 萬0.2%+1,718+10.9%加碼歷史
iShares Tr464288158SHRT NAT MUN ETF7,903$82.7 萬0.2%+1,944+32.6%加碼–
UPSUnited Parcel Service IncStock4,499$82.2 萬0.2%+427+10.5%加碼歷史
TXNTexas Instruments IncStock5,354$82.2 萬0.2%−834−13.5%減碼歷史
LPLALPL Financial Holdings Inc.COM4,449$82.1 萬0.2%00.0%不變歷史
MCDMcDonalds CorpStock3,275$80.8 萬0.2%−80−2.4%減碼歷史
EOGEOG Resources IncStock7,228$79.8 萬0.2%+1,538+27.0%加碼歷史
MDTMedtronic plcStock8,705$78.2 萬0.2%+44+0.5%加碼歷史
ABTAbbott LaboratoriesStock7,178$78.0 萬0.2%+311+4.5%加碼歷史
Northern LTS FD Tr IV66538H641INSPIRE SML/ MID27,181$77.6 萬0.2%+105+0.4%加碼–
POOLPool CorpCOM2,187$76.8 萬0.2%−11−0.5%減碼歷史
iShares Core S&P Mid-Cap ETF464287507ETF3,369$76.2 萬0.2%−33−1.0%減碼–
Vanguard Emerging Markets Government Bond ETF921946885ETF12,398$76.0 萬0.2%−740−5.6%減碼–
ZBRAZebra Technologies CorpCL A2,492$73.3 萬0.2%−66−2.6%減碼歷史
LMTLockheed Martin CorpStock1,691$72.7 萬0.2%+102+6.4%加碼歷史
Vanguard High Dividend Yield Index ETF921946406ETF7,133$72.5 萬0.2%+135+1.9%加碼–

2022 年第 1 季之後清倉（223 檔）

2022 年第 1 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 223 檔。

EverSource Wealth Advisors, LLC 在 2022 年第 1 季之後清倉的部位
證券類別2022 年第 1 季股數2022 年第 1 季市值2022 年第 1 季佔組合 %紀錄
State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663ETF7,592$69.4 萬0.2%–
AZPNASPENTECH CorpCOM3,708$61.3 萬0.2%歷史
Vanguard BD Index FDS92203C303VANGUARD ULTRA2,068$10.2 萬<0.1%–
GSKGSK plcSPONSORED ADR2,340$10.2 萬<0.1%歷史
Signature BK New York N Y82669G104COM269$7.80 萬<0.1%–
State Street SPDR Portfolio Aggregate Bond ETF78464A649ETF2,146$6.00 萬<0.1%–
VanEck ETF Trust92189H409HIGH YLD MUNIETF1,000$5.70 萬<0.1%–
State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474ETF1,793$5.40 萬<0.1%–
SPDR Series Trust78468R408ST TERM HIGH ETF1,785$4.70 萬<0.1%–
CDKCDK Global, Inc.COM790$3.80 萬<0.1%歷史
CMPCompass Minerals International IncStock592$3.70 萬<0.1%歷史
Ssga Active ETF Tr78467V848ST STR TOTAL ETF766$3.40 萬<0.1%–
SPDR Series Trust78464A284ST NUVE HIGH ETF614$3.40 萬<0.1%–
State Street SPDR S&P Bank ETF78464A797ETF517$2.70 萬<0.1%–
Global X FDS37954Y343GLBL X MLP ETF643$2.60 萬<0.1%–
GTLSChart Industries IncCOM147$2.50 萬<0.1%歷史
SVCService Properties TrustCOM SH BEN INT2,578$2.30 萬<0.1%歷史
FLOWSPX FLOW, Inc.COM255$2.20 萬<0.1%歷史
US Ecology, Inc.91734M103COM474$2.20 萬<0.1%–
BBBY20230930-DK-Butterfly-1, Inc.COM919$2.10 萬<0.1%歷史
REGIRenewable Energy Group, Inc.COM NEW345$2.10 萬<0.1%歷史
State Street Real Estate Select Sector SPDR ETF81369Y860ETF412$2.00 萬<0.1%–
EATBrinker International, IncStock528$2.00 萬<0.1%歷史
Invesco Exchange Traded FD T46137V407INVESCO MSCI303$1.90 萬<0.1%–
SPDR Index Shs FDS78463X202ST STR EU 50 ETF462$1.90 萬<0.1%–
Invesco Exch Traded FD Tr II46138G508SR LN ETF855$1.90 萬<0.1%–
CGNXCognex CorpCOM243$1.90 萬<0.1%歷史
WBDWarner Bros. Discovery, Inc.COM SER A779$1.90 萬<0.1%歷史
ISBCInvestors Bancorp, Inc.COM1,235$1.90 萬<0.1%歷史
State Street Materials Select Sector SPDR ETF81369Y100ETF196$1.70 萬<0.1%–
iShares MSCI USA Momentum Factor ETF46432F396ETF100$1.70 萬<0.1%–
PLNTPlanet Fitness, Inc.CL A189$1.60 萬<0.1%歷史
RBARB Global Inc.COM270$1.60 萬<0.1%歷史
WWDWoodward, Inc.COM120$1.50 萬<0.1%歷史
LSCCLattice Semiconductor CorpCOM223$1.40 萬<0.1%歷史
EVHEvolent Health, Inc.CL A421$1.40 萬<0.1%歷史
CUBECubeSmartREIT243$1.30 萬<0.1%歷史
SKMSK Telecom Co LtdSPONSORED ADR490$1.30 萬<0.1%歷史
FNDFloor & Decor Holdings, Inc.CL A157$1.30 萬<0.1%歷史
ATRCAtriCure, Inc.COM202$1.30 萬<0.1%歷史
MNRLMNRL Sub Inc.CL A COM512$1.30 萬<0.1%歷史
EVRIEveri Holdings Inc.COM613$1.30 萬<0.1%歷史
Vanguard S&P 500 Growth ETF921932505ETF44$1.20 萬<0.1%–
FOEFerro CorpCOM556$1.20 萬<0.1%歷史
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833ETF111$1.10 萬<0.1%–
CELHCelsius Holdings, Inc.COM NEW194$1.10 萬<0.1%歷史
Invesco Exch Traded FD Tr II46138E784EMRNG MKT SVRG498$1.10 萬<0.1%–
iShares Tr464288273EAFE SML CP ETF173$1.10 萬<0.1%–
RIGLRigel Pharmaceuticals IncCOM NEW3,869$1.10 萬<0.1%歷史
State Street Utilities Select Sector SPDR ETF81369Y886ETF130$1.00 萬<0.1%–
KNSLKinsale Capital Group, Inc.Stock46$1.00 萬<0.1%歷史
Global X FDS37954Y442CLOUD COMPUTNG448$1.00 萬<0.1%–
GMABGenmab A/SSPONSORED ADS288$1.00 萬<0.1%歷史
PEGAPegasystems IncCOM122$1.00 萬<0.1%歷史
UHTUniversal Health Realty Income TrustSH BEN INT163$1.00 萬<0.1%歷史
CCMPCMC Materials, Inc.COM52$1.00 萬<0.1%歷史
SUMSummit Materials, Inc.CL A319$1.00 萬<0.1%歷史
FLRFluor CorpStock300$9,000<0.1%歷史
ICLRIcon PLCCOM36$9,000<0.1%歷史
BEAMBeam Therapeutics Inc.COM154$9,000<0.1%歷史
LITELumentum Holdings Inc.COM95$9,000<0.1%歷史
HALOHalozyme Therapeutics, Inc.COM215$9,000<0.1%歷史
HZOMarinemax IncCOM224$9,000<0.1%歷史
SPTSprout Social, Inc.COM CL A111$9,000<0.1%歷史
Natura &CO Hldg S A63884N108ADS843$9,000<0.1%–
TUPTupperware Brands CorpCOM456$9,000<0.1%歷史
TREXTrex Co IncCOM124$8,000<0.1%歷史
WINGWingstop Inc.COM64$8,000<0.1%歷史
OMCLOmnicell, Inc.COM64$8,000<0.1%歷史
MDPediatrix Medical Group, Inc.COM330$8,000<0.1%歷史
MEDPMedpace Holdings, Inc.COM46$8,000<0.1%歷史
INSPInspire Medical Systems, Inc.COM32$8,000<0.1%歷史
OFIXOrthofix Medical Inc.COM242$8,000<0.1%歷史
CNXNPC Connection IncCOM155$8,000<0.1%歷史
CSIICardiovascular Systems IncCOM342$8,000<0.1%歷史
MGPMGM Growth Properties LLCCL A COM210$8,000<0.1%歷史
CASYCaseys General Stores IncCOM33$7,000<0.1%歷史
MPAAMotorcar Parts of America IncCOM410$7,000<0.1%歷史
PJTPJT Partners Inc.COM CL A105$7,000<0.1%歷史
First Tr Exchange-Traded FD33734X846NASDAQ CYB ETF138$7,000<0.1%–
BGSB&G Foods, Inc.COM267$7,000<0.1%歷史
BLNKBlink Charging Co.COM250$7,000<0.1%歷史
Direxion Shs ETF Tr25459Y694DLY FIN BULL NEW61$7,000<0.1%–
OPIOffice Properties Income TrustCOM SHS BEN INT278$7,000<0.1%歷史
WUWestern Union COStock295$6,000<0.1%歷史
SLABSilicon Laboratories Inc.Stock43$6,000<0.1%歷史
Global X FDS37954Y848GLOBAL X SILVER165$6,000<0.1%–
BCOBrinks CoCOM83$6,000<0.1%歷史
SABRSabre CorpCOM505$6,000<0.1%歷史
CWSTCasella Waste Systems IncCL A64$6,000<0.1%歷史
GOGrocery Outlet Holding Corp.COM181$6,000<0.1%歷史
ADTNADTRAN Holdings, Inc.COM362$6,000<0.1%歷史
Atech (Parent) Resolution Corp.00973N102COM913$6,000<0.1%–
ATRSAntares Pharma, Inc.COM1,352$6,000<0.1%歷史
EVOPEVO Payments, Inc.CL A COM244$6,000<0.1%歷史
KRTXKaruna Therapeutics, Inc.COM50$6,000<0.1%歷史
PBCTPeople's United Financial, Inc.COM283$6,000<0.1%歷史
Fidelity MSCI Energy Index ETF316092402ETF237$5,000<0.1%–
BPMCBlueprint Medicines CorpCOM81$5,000<0.1%歷史
PGNYProgyny, Inc.COM105$5,000<0.1%歷史