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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
AMGNAmgen IncStock2,975$72.4 萬0.2%+226+8.2%加碼歷史
Vanguard Intermediate-Term Bond ETF921937819ETF9,267$71.9 萬0.2%−890−8.8%減碼–
Timothy Plan887432284US LARGE MID CP30,379$71.3 萬0.2%+14,972+97.2%加碼–
AZNAstraZeneca PLCSPONSORED ADR10,672$70.6 萬0.2%+2,916+37.6%加碼歷史
SPDR Series Trust78468R739ST NUVE TERM ETF14,442$68.3 萬0.2%−2,060−12.5%減碼–
CRLCharles River Laboratories International, Inc.COM3,184$68.1 萬0.2%−89−2.7%減碼歷史
COSTCostco Wholesale CorpStock1,418$68.0 萬0.2%+307+27.6%加碼歷史
ADBEAdobe Inc.Stock1,839$67.4 萬0.2%+455+32.9%加碼歷史
RTXRTX CorpStock6,985$67.2 萬0.2%+278+4.1%加碼歷史
Vanguard BD Index FDS921937793LONG TERM BOND8,433$67.2 萬0.2%+264+3.2%加碼–
iShares Broad Usd Investment Grade Corporate Bond ETF464288620ETF13,159$67.1 萬0.2%−2,954−18.3%減碼–
NDSNNordson CorpCOM3,313$67.0 萬0.2%+73+2.3%加碼歷史
Pgim ETF Tr69344A107PGIM ULTRA SH BD13,467$66.1 萬0.2%−19,017−58.5%減碼–
iShares Tr4642886613 7 YR TREAS BD5,513$65.8 萬0.2%−1,175−17.6%減碼–
DGDollar General CorpCOM2,641$64.7 萬0.2%+150+6.0%加碼歷史
BSYBentley Systems IncCOM CL B19,383$64.6 萬0.2%+5,032+35.1%加碼歷史
CSCOCisco Systems, Inc.Stock14,886$63.6 萬0.2%−217−1.4%減碼歷史
SITESiteOne Landscape Supply, Inc.COM5,344$63.5 萬0.2%+477+9.8%加碼歷史
EXPOExponent IncCOM6,903$63.1 萬0.2%+2,825+69.3%加碼歷史
COOCooper Companies, Inc.COM NEW1,960$61.4 萬0.2%+83+4.4%加碼歷史
TERTeradyne, IncStock6,849$61.3 萬0.2%−56−0.8%減碼歷史
ADPAutomatic Data Processing IncStock2,826$59.4 萬0.2%+11+0.4%加碼歷史
Dimensional ETF Trust25434V872CORE FIXE IN ETF13,458$58.7 萬0.2%+13,458新進–
WFCWells Fargo & CompanyStock14,864$58.2 萬0.2%+2,380+19.1%加碼歷史
Northern LTS FD Tr IV66538H591MAIN SECTR ROTN15,988$58.1 萬0.1%+15,988新進–
CPRTCopart IncCOM5,331$57.9 萬0.1%+47+0.9%加碼歷史
JKHYJack Henry & Associates IncStock3,195$57.5 萬0.1%+319+11.1%加碼歷史
iShares Inc46434G764MSCI EMRG CHN11,959$57.1 萬0.1%+4,081+51.8%加碼–
iShares Core S&P Small Cap ETF464287804ETF6,161$56.9 萬0.1%−1,410−18.6%減碼–
NEENextera Energy IncStock7,344$56.9 萬0.1%−1,352−15.5%減碼歷史
PMPhilip Morris International Inc.Stock5,722$56.5 萬0.1%+1,914+50.3%加碼歷史
FISFidelity National Information Services, Inc.Stock6,144$56.4 萬0.1%+408+7.1%加碼歷史
EFXEquifax IncCOM3,073$56.1 萬0.1%+45+1.5%加碼歷史
TSMTaiwan Semiconductor Manufacturing Co LtdADR6,835$55.8 萬0.1%+2,854+71.7%加碼歷史
BRK.BBerkshire Hathaway IncStock1,975$54.0 萬0.1%+510+34.8%加碼歷史
BACBank of America CorpStock17,382$54.0 萬0.1%+2,603+17.6%加碼歷史
NOCNorthrop Grumman CorpStock1,124$53.8 萬0.1%−743−39.8%減碼歷史
COPConocoPhillipsStock5,990$53.7 萬0.1%+1,526+34.2%加碼歷史
DHRDanaher CorpStock2,053$52.1 萬0.1%+752+57.8%加碼歷史
PFEPfizer IncStock9,945$52.1 萬0.1%−134−1.3%減碼歷史
SMGScotts Miracle-Gro CoStock6,485$51.2 萬0.1%+122+1.9%加碼歷史
iShares U.S. Treasury Bond ETF46429B267ETF21,432$51.2 萬0.1%−1,255−5.5%減碼–
TJXTJX Companies IncStock9,043$50.6 萬0.1%−1,057−10.5%減碼歷史
NVONovo Nordisk A SADR4,496$50.2 萬0.1%+1,823+68.2%加碼歷史
iShares S&P 100 ETF464287101ETF2,895$49.9 萬0.1%+760+35.6%加碼–
HUMHumana IncStock1,066$49.9 萬0.1%+377+54.7%加碼歷史
THOThor Industries IncCOM6,664$49.8 萬0.1%+85+1.3%加碼歷史
CHEChemed CorpCOM1,055$49.6 萬0.1%+125+13.4%加碼歷史
iShares Core U.S. Aggregate Bond ETF464287226ETF4,869$49.5 萬0.1%−1,401−22.3%減碼–
NVDANVIDIA CorpStock3,220$48.9 萬0.1%+1,560+94.0%加碼歷史
INTCIntel CorpStock12,878$48.2 萬0.1%+2,520+24.3%加碼歷史
IBKRInteractive Brokers Group, Inc.Stock8,763$48.2 萬0.1%+113+1.3%加碼歷史
BLKBlackRock, Inc.COM786$47.8 萬0.1%−152−16.2%減碼歷史
DIASPDR Dow Jones Industrial Average ETF TrustUT SER 11,549$47.7 萬0.1%−46−2.9%減碼歷史
ALLEAllegion plcORD SHS4,859$47.6 萬0.1%+46+1.0%加碼歷史
MAMastercard IncStock1,492$47.2 萬0.1%+678+83.3%加碼歷史
MRKMerck & Co., Inc.Stock5,164$47.1 萬0.1%−111−2.1%減碼歷史
WMTWalmart Inc.Stock3,807$46.4 萬0.1%+962+33.8%加碼歷史
Northern LTS FD Tr IV66538H419INSPIRE INTL ETF18,612$46.3 萬0.1%+3,484+23.0%加碼–
TDYTeledyne Technologies IncCOM1,230$46.2 萬0.1%+508+70.4%加碼歷史
WSOWatsco IncCOM1,932$46.2 萬0.1%+1,902+6,340.0%加碼歷史
HPQHP IncStock13,739$45.1 萬0.1%+12,084+730.2%加碼歷史
GLDSPDR Gold TrustETF2,673$45.0 萬0.1%00.0%不變歷史
iShares Tr464288885EAFE GRWTH ETF5,527$44.5 萬0.1%+180+3.4%加碼–
CCICrown Castle Inc.REIT2,620$44.2 萬0.1%+280+12.0%加碼歷史
ELVElevance Health, Inc.Stock898$43.5 萬0.1%+194+27.6%加碼歷史
NKENIKE, Inc.Stock4,197$42.9 萬0.1%+1,616+62.6%加碼歷史
DEODiageo PLCSPON ADR NEW2,448$42.6 萬0.1%+112+4.8%加碼歷史
ASMLASML Holding NVADR889$42.4 萬0.1%+437+96.7%加碼歷史
ICEIntercontinental Exchange, Inc.Stock4,500$42.3 萬0.1%+692+18.2%加碼歷史
Vanguard Index FDS922908652EXTEND MKT ETF3,146$41.2 萬0.1%+76+2.5%加碼–
ACNAccenture plcStock1,476$40.9 萬0.1%+344+30.4%加碼歷史
LOWLowes Companies IncStock2,325$40.7 萬0.1%+259+12.5%加碼歷史
LIILennox International IncCOM1,954$40.4 萬0.1%+40+2.1%加碼歷史
DLBDolby Laboratories, Inc.COM CL A5,615$40.2 萬0.1%+5,615新進歷史
iShares Russell 2000 ETF464287655ETF2,343$39.7 萬0.1%−318−12.0%減碼–
HONHoneywell International IncCOM2,280$39.7 萬0.1%−97−4.1%減碼歷史
CRMSalesforce, Inc.Stock2,401$39.6 萬0.1%+117+5.1%加碼歷史
VZVerizon Communications IncStock7,771$39.4 萬0.1%+981+14.4%加碼歷史
ORLYO Reilly Automotive IncStock620$39.1 萬0.1%−15−2.4%減碼歷史
AONAon plcCL A1,451$39.1 萬0.1%+541+59.5%加碼歷史
CMECME Group Inc.COM1,896$38.8 萬0.1%+471+33.1%加碼歷史
TMOThermo Fisher Scientific Inc.Stock701$38.0 萬0.1%+241+52.4%加碼歷史
ROLRollins IncCOM10,869$37.9 萬0.1%+216+2.0%加碼歷史
WCNWaste Connections, Inc.COM2,998$37.1 萬0.1%+1,217+68.3%加碼歷史
iShares Russell 1000 Growth ETF464287614ETF1,696$37.0 萬0.1%00.0%不變–
iShares Inc464286533MSCI EMERG MRKT6,664$36.9 萬0.1%+6,664新進–
BMYBristol Myers Squibb CoStock4,767$36.7 萬0.1%+3,834+410.9%加碼歷史
SGENSeagen Inc.COM2,074$36.7 萬0.1%+1,016+96.0%加碼歷史
ADIAnalog Devices IncStock2,503$36.6 萬0.1%+121+5.1%加碼歷史
GPNGlobal Payments IncStock3,292$36.4 萬0.1%−119−3.5%減碼歷史
iShares Tips Bond ETF464287176ETF3,119$35.5 萬0.1%+1,018+48.5%加碼–
Vanguard Total Bond Market ETF921937835ETF4,701$35.4 萬0.1%−2,396−33.8%減碼–
AZPNAspen Technology, Inc.COM1,914$35.2 萬0.1%+1,914新進歷史
Dimensional ETF Trust25434V864SHOR DUR FIX ETF7,414$34.7 萬0.1%+7,414新進–
EQIXEquinix IncCOM510$33.6 萬0.1%+170+50.0%加碼歷史
AMTAmerican Tower CorpREIT1,300$33.2 萬0.1%−658−33.6%減碼歷史
ELEstee Lauder Companies IncCL A1,304$33.2 萬0.1%+398+43.9%加碼歷史
MAPSWM Technology, Inc.COM100,316$33.0 萬0.1%+100,316新進歷史
DFSDiscover Financial ServicesCOM3,459$32.7 萬0.1%+305+9.7%加碼歷史

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