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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 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
BFAMBright Horizons Family Solutions Inc.COM3,864$32.6 萬0.1%+46+1.2%加碼歷史
ELANElanco Animal Health IncCOM16,351$32.1 萬0.1%+260+1.6%加碼歷史
iShares Tr464288570ESG MSCI KLD ETF4,376$31.5 萬0.1%+872+24.9%加碼–
iShares Russell 1000 Value ETF464287598ETF2,155$31.3 萬0.1%−188−8.0%減碼–
CSXCSX CorpStock10,763$31.2 萬0.1%+2,991+38.5%加碼歷史
CAGConagra Brands Inc.Stock9,057$31.0 萬0.1%+2,003+28.4%加碼歷史
FICOFair Isaac CorpCOM766$30.7 萬0.1%+20+2.7%加碼歷史
PSXPhillips 66Stock3,733$30.6 萬0.1%−38−1.0%減碼歷史
ANSSAnsys IncCOM1,269$30.4 萬0.1%+26+2.1%加碼歷史
PEPPepsiCo IncStock1,807$30.1 萬0.1%−175−8.8%減碼歷史
RFRegions Financial CorpCOM16,061$30.1 萬0.1%+920+6.1%加碼歷史
BTIBritish American Tobacco p.l.c.SPONSORED ADR7,010$30.0 萬0.1%+2,394+51.9%加碼歷史
AEPAmerican Electric Power Co IncStock3,079$29.5 萬0.1%+98+3.3%加碼歷史
GMEDGlobus Medical IncStock5,204$29.2 萬0.1%+5,204新進歷史
iShares Tr4642874407-10 YR TRSY BD2,812$28.7 萬0.1%+1,182+72.5%加碼–
ROKRockwell Automation, IncStock1,418$28.3 萬0.1%+109+8.3%加碼歷史
NSCNorfolk Southern CorpStock1,237$28.1 萬0.1%+194+18.6%加碼歷史
CICigna GroupStock1,051$27.6 萬0.1%+511+94.6%加碼歷史
MSMorgan StanleyStock3,609$27.5 萬0.1%−82−2.2%減碼歷史
RSGRepublic Services, Inc.COM2,088$27.3 萬0.1%+151+7.8%加碼歷史
DUKDuke Energy CORPStock2,535$27.1 萬0.1%+31+1.2%加碼歷史
CVSCVS Health CorpStock2,902$26.9 萬0.1%+837+40.5%加碼歷史
BABAAlibaba Group Holding LtdADR2,362$26.9 萬0.1%+1,672+242.3%加碼歷史
SNYSanofiSPONSORED ADR5,393$26.9 萬0.1%+430+8.7%加碼歷史
iShares Tr46435U218ESG MSCI LEADR4,021$26.7 萬0.1%−1,028−20.4%減碼–
iShares Core High Dividend ETF46429B663ETF2,625$26.4 萬0.1%+2,625新進–
ULUnilever PLCSPON ADR NEW5,777$26.4 萬0.1%+2,185+60.8%加碼歷史
QCOMQualcomm IncStock2,055$26.3 萬0.1%+517+33.6%加碼歷史
HPEHewlett Packard Enterprise CoCOM19,637$26.0 萬0.1%+15,591+385.3%加碼歷史
MDLZMondelez International, Inc.Stock4,171$25.9 萬0.1%−686−14.1%減碼歷史
VALEVale S.A.SPONSORED ADS17,696$25.9 萬0.1%+6,001+51.3%加碼歷史
SLViShares Silver TrustETF13,788$25.7 萬0.1%−534−3.7%減碼歷史
iShares Tr46436E767ESG MSCI USA ETF8,532$25.5 萬0.1%−1,896−18.2%減碼–
TAT&T Inc.Stock12,069$25.4 萬0.1%+8,154+208.3%加碼歷史
SHWSherwin Williams CoCOM1,134$25.4 萬0.1%+217+23.7%加碼歷史
ENBEnbridge IncStock5,969$25.2 萬0.1%−47−0.8%減碼歷史
CMGChipotle Mexican Grill IncCOM190$24.8 萬0.1%+75+65.2%加碼歷史
NVSNovartis AGADR2,903$24.5 萬0.1%−28−1.0%減碼歷史
CATCaterpillar IncStock1,353$24.3 萬0.1%−25−1.8%減碼歷史
AMATApplied Materials IncStock2,592$23.6 萬0.1%−567−17.9%減碼歷史
DISWalt Disney CoStock2,492$23.5 萬0.1%+887+55.3%加碼歷史
Invesco QQQ Trust Series I46090E103ETF825$23.1 萬0.1%−437−34.6%減碼–
CCitigroup IncStock5,030$23.1 萬0.1%+2,054+69.0%加碼歷史
PAYXPaychex IncStock1,947$22.2 萬0.1%−610−23.9%減碼歷史
SRESempraStock1,460$21.9 萬0.1%−135−8.5%減碼歷史
PHParker-Hannifin CorpStock887$21.8 萬0.1%−287−24.4%減碼歷史
KLACKLA CorpCOM NEW685$21.8 萬0.1%+169+32.8%加碼歷史
BPBP PLCADR7,605$21.6 萬0.1%+1,205+18.8%加碼歷史
PYPLPayPal Holdings, Inc.Stock3,095$21.6 萬0.1%+1,588+105.4%加碼歷史
VFCV F CorpStock4,851$21.5 萬0.1%+347+7.7%加碼歷史
AMPAmeriprise Financial IncCOM902$21.4 萬0.1%+60+7.1%加碼歷史
Nushares ETF Tr67092P300NUVEEN ESG LRGVL6,242$20.9 萬0.1%−191−3.0%減碼–
iShares S&P Small-Cap 600 Value ETF464287879ETF2,312$20.6 萬0.1%+2,312新進–
ALLAllstate CorpStock1,594$20.2 萬0.1%−1−0.1%減碼歷史
OUNZVanEck Merk Gold ETFGOLD SHS11,525$20.2 萬0.1%00.0%不變歷史
CABOCable One, Inc.COM156$20.1 萬0.1%+74+90.2%加碼歷史
Timothy Plan887432342U S SM CP CORE6,877$19.9 萬0.1%+1,627+31.0%加碼–
IAUiShares Gold TrustETF5,742$19.7 萬0.1%−1,176−17.0%減碼歷史
FANGDiamondback Energy, Inc.Stock1,624$19.7 萬0.1%−11−0.7%減碼歷史
iShares Tr464288414NATIONAL MUN ETF1,851$19.6 萬0.1%−3,645−66.3%減碼–
CHTRCharter Communications, Inc.CL A418$19.5 萬0.1%+131+45.6%加碼歷史
STZConstellation Brands, Inc.Stock832$19.4 萬0.1%+63+8.2%加碼歷史
MSCIMSCI Inc.Stock465$19.2 萬<0.1%−555−54.4%減碼歷史
iShares Tr46435G474FALN ANGLS USD7,703$18.9 萬<0.1%+180+2.4%加碼–
BKNGBooking Holdings Inc.Stock107$18.7 萬<0.1%+1+0.9%加碼歷史
FDXFedEx CorpStock814$18.5 萬<0.1%+376+85.8%加碼歷史
INTUIntuit Inc.Stock478$18.4 萬<0.1%+296+162.6%加碼歷史
NOWServiceNow, Inc.Stock382$18.3 萬<0.1%+234+158.1%加碼歷史
SCHWSchwab Charles CorpStock2,905$18.3 萬<0.1%+1,220+72.4%加碼歷史
MCOMoodys CorpStock669$18.3 萬<0.1%+230+52.4%加碼歷史
iShares Inc46434G863ESG AWR MSCI EM5,669$18.3 萬<0.1%−3,188−36.0%減碼–
Vanguard Real Estate ETF922908553ETF1,940$17.7 萬<0.1%−23−1.2%減碼–
LHXL3HARRIS Technologies, Inc.Stock727$17.6 萬<0.1%+365+100.8%加碼歷史
BUDAnheuser-Busch InBev SA/NVADR3,244$17.5 萬<0.1%+808+33.2%加碼歷史
IBNIcici Bank LtdADR9,899$17.5 萬<0.1%+7,614+333.2%加碼歷史
REGNRegeneron Pharmaceuticals, Inc.COM289$17.2 萬<0.1%+122+73.1%加碼歷史
TTETotalEnergies SESPONSORED ADS3,281$17.2 萬<0.1%+1,922+141.4%加碼歷史
Vanguard Whitehall FDS921946810INTL DVD ETF2,504$17.1 萬<0.1%−363−12.7%減碼–
iShares Tr464288588MBS ETF1,749$17.0 萬<0.1%−1,225−41.2%減碼–
iShares Tr46435U663ESG AWARE MSCI5,394$17.0 萬<0.1%−315−5.5%減碼–
MCWMister Car Wash, Inc.COM15,650$17.0 萬<0.1%00.0%不變歷史
LWLamb Weston Holdings, Inc.Stock2,355$16.9 萬<0.1%00.0%不變歷史
iShares Tr464287796U.S. ENERGY ETF4,413$16.9 萬<0.1%−2,088−32.1%減碼–
DBCInvesco DB Commodity Index Tracking FundUNIT6,256$16.7 萬<0.1%00.0%不變歷史
Nushares ETF Tr67092P870NUVEEN ESG US7,178$16.4 萬<0.1%+66+0.9%加碼–
Schwab US Tips ETF808524870ETF2,902$16.2 萬<0.1%−1,512−34.3%減碼–
iShares MSCI USA Min Vol Factor ETF46429B697ETF2,322$16.2 萬<0.1%+338+17.0%加碼–
TSNTyson Foods, Inc.Stock1,875$16.1 萬<0.1%+765+68.9%加碼歷史
EXCExelon CorpStock3,487$15.7 萬<0.1%+1,354+63.5%加碼歷史
GMGeneral Motors CoCOM4,974$15.7 萬<0.1%+236+5.0%加碼歷史
EWEdwards Lifesciences CorpStock1,614$15.4 萬<0.1%+629+63.9%加碼歷史
HALHalliburton CoStock4,915$15.4 萬<0.1%−32−0.6%減碼歷史
Pacer US Cash Cows 100 ETF69374H881ETF3,550$15.3 萬<0.1%+2,535+249.8%加碼–
SHELShell plcADR2,917$15.2 萬<0.1%+2,340+405.5%加碼歷史
BSXBoston Scientific CorpStock4,069$15.1 萬<0.1%−1,113−21.5%減碼歷史
STTState Street CorpCOM2,437$15.1 萬<0.1%+741+43.7%加碼歷史
SPGIS&P Global Inc.Stock443$15.0 萬<0.1%−35−7.3%減碼歷史
ISRGIntuitive Surgical IncCOM NEW743$15.0 萬<0.1%+201+37.1%加碼歷史
YUMYum Brands IncStock1,312$14.9 萬<0.1%+552+72.6%加碼歷史
AJGArthur J. Gallagher & Co.COM904$14.8 萬<0.1%+285+46.0%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