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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
最新申報
2026/7/24

2022 年第 3 季持倉

持倉截至 2022/9/30,2022/11/7 申報。只含多頭部位,變化是跟 2022 年第 2 季比股數。

機構總覽
持股檔數
2,038
較 2022 年第 2 季 +290
總值
$4.37 億
較 2022 年第 2 季 +$4,888 萬 (+12.6%)
申報日
2022/11/7
SEC
EverSource Wealth Advisors, LLC 在 2022 年第 3 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
ZTSZoetis Inc.Stock1,044$15.6 萬<0.1%+617+144.5%加碼歷史
CCitigroup IncStock3,740$15.6 萬<0.1%−1,290−25.6%減碼歷史
PGRProgressive CorpStock1,347$15.7 萬<0.1%+766+131.8%加碼歷史
Nushares ETF Tr67092P870NUVEEN ESG US7,231$15.7 萬<0.1%+53+0.7%加碼–
EEni SpASPONSORED ADR7,424$15.7 萬<0.1%+7,294+5,610.8%加碼歷史
Vanguard Whitehall FDS921946810INTL DVD ETF2,521$15.7 萬<0.1%+17+0.7%加碼–
CDWCDW CorpCOM1,012$15.8 萬<0.1%+345+51.7%加碼歷史
NFLXNetflix IncStock677$15.9 萬<0.1%+4+0.6%加碼歷史
iShares Tr464288414NATIONAL MUN ETF1,551$15.9 萬<0.1%−300−16.2%減碼–
iShares Tr46435U663ESG AWARE MSCI5,192$15.9 萬<0.1%−202−3.7%減碼–
MAPSWM Technology, Inc.COM100,316$16.2 萬<0.1%00.0%不變歷史
KMBKimberly Clark CorpStock1,500$16.9 萬<0.1%+500+50.0%加碼歷史
iShares Inc46434G863ESG AWR MSCI EM6,107$16.9 萬<0.1%+438+7.7%加碼–
LRCXLam Research CorpCOM462$16.9 萬<0.1%+233+101.7%加碼歷史
MOAltria Group, Inc.Stock4,249$17.1 萬<0.1%+1,760+70.7%加碼歷史
iShares Tr46434V4070-5YR HI YL CP4,297$17.1 萬<0.1%+4,200+4,329.9%加碼–
VRTXVertex Pharmaceuticals IncStock596$17.2 萬<0.1%+171+40.2%加碼歷史
ISRGIntuitive Surgical IncCOM NEW930$17.4 萬<0.1%+187+25.2%加碼歷史
TAT&T Inc.Stock11,394$17.6 萬<0.1%−675−5.6%減碼歷史
WisdomTree Tr97717X578EM EX ST-OWNED7,153$17.6 萬<0.1%+2,245+45.7%加碼–
AIGAmerican International Group, Inc.Stock3,740$17.7 萬<0.1%+1,978+112.3%加碼歷史
WNS Hldgs Ltd92932M101SPON ADR2,166$17.7 萬<0.1%+512+31.0%加碼–
SHWSherwin Williams CoCOM871$17.8 萬<0.1%−263−23.2%減碼歷史
iShares Tr464288588MBS ETF1,938$17.8 萬<0.1%+189+10.8%加碼–
Capital Group Growth ETF14020G101SHS CREAT UNIT9,111$17.8 萬<0.1%+9,111新進–
Innovator ETFs Trust45782C698US EQUT BUFR AUG6,355$18.0 萬<0.1%+6,355新進–
VICIVici Properties Inc.COM6,048$18.1 萬<0.1%+1,734+40.2%加碼歷史
LWLamb Weston Holdings, Inc.Stock2,371$18.4 萬<0.1%+16+0.7%加碼歷史
BF.ABrown Forman CorpCL A2,719$18.4 萬<0.1%+829+43.9%加碼歷史
REGNRegeneron Pharmaceuticals, Inc.COM267$18.5 萬<0.1%−22−7.6%減碼歷史
ETEnergy Transfer LPCOM UT LTD PTN16,884$18.6 萬<0.1%+9,582+131.2%加碼歷史
OUNZVanEck Merk Gold ETFGOLD SHS11,525$18.6 萬<0.1%00.0%不變歷史
MCOMoodys CorpStock774$18.9 萬<0.1%+105+15.7%加碼歷史
KLACKLA CorpCOM NEW636$19.2 萬<0.1%−49−7.2%減碼歷史
ENBEnbridge IncStock5,214$19.3 萬<0.1%−755−12.6%減碼歷史
Nushares ETF Tr67092P300NUVEEN ESG LRGVL6,242$19.3 萬<0.1%00.0%不變–
NVSNovartis AGADR2,574$19.6 萬<0.1%−329−11.3%減碼歷史
DFSDiscover Financial ServicesCOM2,150$19.6 萬<0.1%−1,309−37.8%減碼歷史
IAUiShares Gold TrustETF6,238$19.7 萬<0.1%+496+8.6%加碼歷史
VALEVale S.A.SPONSORED ADS14,893$19.8 萬<0.1%−2,803−15.8%減碼歷史
State Street SPDR Portfolio S&P 500 ETF78464A854ETF4,760$19.9 萬<0.1%+4,066+585.9%加碼–
BFAMBright Horizons Family Solutions Inc.COM3,447$19.9 萬<0.1%−417−10.8%減碼歷史
DEDeere & CoStock602$20.0 萬<0.1%+227+60.5%加碼歷史
ALLAllstate CorpStock1,615$20.1 萬<0.1%+21+1.3%加碼歷史
SRESempraStock1,341$20.2 萬<0.1%−119−8.2%減碼歷史
AMPAmeriprise Financial IncCOM804$20.2 萬<0.1%−98−10.9%減碼歷史
SBUXStarbucks CorpStock2,444$20.6 萬<0.1%+536+28.1%加碼歷史
Invesco QQQ Trust Series I46090E103ETF777$20.7 萬<0.1%−48−5.8%減碼–
BTIBritish American Tobacco p.l.c.SPONSORED ADR5,873$20.9 萬<0.1%−1,137−16.2%減碼歷史
MSCIMSCI Inc.Stock507$21.4 萬<0.1%+42+9.0%加碼歷史
AMATApplied Materials IncStock2,632$21.5 萬<0.1%+40+1.5%加碼歷史
GILDGilead Sciences, Inc.Stock3,487$21.5 萬<0.1%+1,843+112.1%加碼歷史
SGENSeagen Inc.COM1,590$21.8 萬<0.1%−484−23.3%減碼歷史
STZConstellation Brands, Inc.Stock961$22.1 萬0.1%+129+15.5%加碼歷史
SNYSanofiSPONSORED ADR5,868$22.3 萬0.1%+475+8.8%加碼歷史
LHXL3HARRIS Technologies, Inc.Stock1,087$22.5 萬0.1%+360+49.5%加碼歷史
ELEstee Lauder Companies IncCL A1,050$22.7 萬0.1%−254−19.5%減碼歷史
iShares Tr46436E767ESG MSCI USA ETF8,176$22.9 萬0.1%−356−4.2%減碼–
INTCIntel CorpStock9,005$23.2 萬0.1%−3,873−30.1%減碼歷史
WMBWilliams Companies, Inc.COM8,097$23.2 萬0.1%+3,542+77.8%加碼歷史
HPEHewlett Packard Enterprise CoCOM19,537$23.4 萬0.1%−100−0.5%減碼歷史
ULUnilever PLCSPON ADR NEW5,339$23.4 萬0.1%−438−7.6%減碼歷史
IBNIcici Bank LtdADR11,192$23.6 萬0.1%+1,293+13.1%加碼歷史
MDLZMondelez International, Inc.Stock4,334$23.7 萬0.1%+163+3.9%加碼歷史
XPOXPO, Inc.COM5,340$23.8 萬0.1%+4,514+546.5%加碼歷史
iShares Tr4642874407-10 YR TRSY BD2,482$23.9 萬0.1%−330−11.7%減碼–
EPDEnterprise Products Partners L.P.Stock10,097$24.0 萬0.1%+4,417+77.8%加碼歷史
SLViShares Silver TrustETF13,843$24.2 萬0.1%+55+0.4%加碼歷史
SMGScotts Miracle-Gro CoStock5,701$24.3 萬0.1%−784−12.1%減碼歷史
STTState Street CorpCOM3,987$24.3 萬0.1%+1,550+63.6%加碼歷史
EQIXEquinix IncCOM428$24.3 萬0.1%−82−16.1%減碼歷史
iShares MSCI USA Min Vol Factor ETF46429B697ETF3,701$24.4 萬0.1%+1,379+59.4%加碼–
VZVerizon Communications IncStock6,600$25.0 萬0.1%−1,171−15.1%減碼歷史
AEPAmerican Electric Power Co IncStock2,885$25.0 萬0.1%−194−6.3%減碼歷史
SCHWSchwab Charles CorpStock3,476$25.0 萬0.1%+571+19.7%加碼歷史
ROKRockwell Automation, IncStock1,170$25.2 萬0.1%−248−17.5%減碼歷史
GMGeneral Motors CoCOM7,859$25.2 萬0.1%+2,885+58.0%加碼歷史
PAYXPaychex IncStock2,300$25.9 萬0.1%+353+18.1%加碼歷史
EXELExelixis, Inc.COM16,493$25.9 萬0.1%+16,493新進歷史
NSCNorfolk Southern CorpStock1,254$26.3 萬0.1%+17+1.4%加碼歷史
iShares Tr464287234MSCI EMG MKT ETF7,548$26.3 萬0.1%+7,068+1,472.5%加碼–
INTUIntuit Inc.Stock679$26.4 萬0.1%+201+42.1%加碼歷史
CMGChipotle Mexican Grill IncCOM176$26.4 萬0.1%−14−7.4%減碼歷史
CICigna GroupStock961$26.6 萬0.1%−90−8.6%減碼歷史
FANGDiamondback Energy, Inc.Stock2,218$26.7 萬0.1%+594+36.6%加碼歷史
DUKDuke Energy CORPStock2,894$27.0 萬0.1%+359+14.2%加碼歷史
ASMLASML Holding NVADR661$27.5 萬0.1%−228−25.6%減碼歷史
CATCaterpillar IncStock1,686$27.8 萬0.1%+333+24.6%加碼歷史
Timothy Plan887432342U S SM CP CORE10,030$27.8 萬0.1%+3,153+45.8%加碼–
HONHoneywell International IncCOM1,663$27.8 萬0.1%−617−27.1%減碼歷史
CSXCSX CorpStock10,488$27.9 萬0.1%−275−2.6%減碼歷史
iShares Tr46434V647GLOBAL REIT ETF13,312$28.3 萬0.1%+10,709+411.4%加碼–
iShares Tr464288570ESG MSCI KLD ETF4,221$28.3 萬0.1%−155−3.5%減碼–
GMEDGlobus Medical IncStock4,763$28.4 萬0.1%−441−8.5%減碼歷史
KEYKeycorpCOM17,778$28.5 萬0.1%+17,466+5,598.1%加碼歷史
CMECME Group Inc.COM1,659$29.4 萬0.1%−237−12.5%減碼歷史
BMYBristol Myers Squibb CoStock4,133$29.5 萬0.1%−634−13.3%減碼歷史
AMTAmerican Tower CorpREIT1,384$29.6 萬0.1%+84+6.5%加碼歷史
PSAPublic StorageCOM1,041$30.4 萬0.1%+963+1,234.6%加碼歷史
AONAon plcCL A1,143$30.7 萬0.1%−308−21.2%減碼歷史

2022 年第 2 季之後清倉(180 檔)

2022 年第 2 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 180 檔。

EverSource Wealth Advisors, LLC 在 2022 年第 2 季之後清倉的部位
證券類別2022 年第 2 季股數2022 年第 2 季市值2022 年第 2 季佔組合 %紀錄
Northern LTS FD Tr IV66538H591MAIN SECTR ROTN15,988$58.1 萬0.1%–
iShares S&P Small-Cap 600 Value ETF464287879ETF2,312$20.6 萬0.1%–
Vanguard Intl Equity Index F922042676GLB EX US ETF2,240$9.90 萬<0.1%–
iShares Tr464289875CORE 40 MODE ETF2,322$9.00 萬<0.1%–
SAFMSanderson Farms IncCOM383$8.30 萬<0.1%歷史
HASHasbro, Inc.COM963$7.90 萬<0.1%歷史
ZDZiff Davis, Inc.COM1,047$7.80 萬<0.1%歷史
DJTTrump Media & Technology Group Corp.Stock2,988$7.20 萬<0.1%歷史
iShares Russell Midcap ETF464287499ETF1,100$7.10 萬<0.1%–
PSBPS Business Parks, Inc.COM380$7.10 萬<0.1%歷史
SRCSpirit Realty Capital, Inc.COM NEW1,823$6.90 萬<0.1%歷史
TEAMAtlassian CorpCL A370$6.90 萬<0.1%歷史
ONTOOnto Innovation Inc.COM941$6.60 萬<0.1%歷史
iShares Tr464288166AGENCY BOND ETF590$6.50 萬<0.1%–
CVLTCommvault Systems IncCOM1,027$6.50 萬<0.1%歷史
MMSMaximus, Inc.COM981$6.10 萬<0.1%歷史
MASIMasimo CorpCOM467$6.10 萬<0.1%歷史
FSVFirstService CorpCOM493$6.00 萬<0.1%歷史
CHHChoice Hotels International IncCOM538$6.00 萬<0.1%歷史
EFOREverforth IncCOM654$5.90 萬<0.1%歷史
PCHPotlatchdeltic CorpCOM1,313$5.80 萬<0.1%歷史
VSHVishay Intertechnology IncCOM3,139$5.60 萬<0.1%歷史
STAGSTAG Industrial, Inc.COM1,771$5.50 萬<0.1%歷史
SFStifel Financial CorpCOM965$5.40 萬<0.1%歷史
BNTXBioNTech SESPONSORED ADS360$5.40 萬<0.1%歷史
NATINational Instruments CorpCOM1,727$5.40 萬<0.1%歷史
WKWorkiva IncCOM CL A810$5.30 萬<0.1%歷史
ENSEnerSysCOM860$5.10 萬<0.1%歷史
ENOVEnovis CORPCOM907$5.00 萬<0.1%歷史
TXTernium S.A.SPONSORED ADS1,390$5.00 萬<0.1%歷史
Crescent PT Energy Corp22576C101COM6,965$5.00 萬<0.1%–
KBHKB HomeCOM1,724$4.90 萬<0.1%歷史
AMAntero Midstream CorpStock5,212$4.70 萬<0.1%歷史
HUNHuntsman CORPCOM1,657$4.70 萬<0.1%歷史
FLFoot Locker, Inc.COM1,845$4.70 萬<0.1%歷史
VETVermilion Energy Inc.COM2,398$4.60 萬<0.1%歷史
UNVRUnivar Solutions Inc.COM1,863$4.60 萬<0.1%歷史
Enerplus Corp292766102COM3,142$4.20 萬<0.1%–
Northern LTS FD Tr IV66538H393INSPIRE TACTICAL1,607$3.90 萬<0.1%–
ARNCArconic CorpCOM1,249$3.50 萬<0.1%歷史
J P Morgan Exchange Traded F46641Q779US MOMENTUM905$3.30 萬<0.1%–
IDAIdacorp IncCOM297$3.10 萬<0.1%歷史
MANTMantech International CorpCL A306$2.90 萬<0.1%歷史
China Petroleum & Chemical C16941R108SPON ADR H SHS616$2.80 萬<0.1%–
HIWHighwoods Properties, Inc.COM804$2.70 萬<0.1%歷史
MTORMeritor, Inc.COM685$2.50 萬<0.1%歷史
MKSIMKS IncCOM214$2.20 萬<0.1%歷史
Northern LTS FD Tr IV66538H278MAIN THEMATC IN1,654$2.20 萬<0.1%–
HNIHni CorpStock471$1.70 萬<0.1%歷史
FVRRFiverr International Ltd.ORD SHS500$1.70 萬<0.1%歷史
Two Harbors Investment Corp.90187B408COM NEW3,415$1.70 萬<0.1%–
BHEBenchmark Electronics IncCOM657$1.40 萬<0.1%歷史
Vanguard Intl Equity Index F922042874FTSE EUROPE ETF269$1.40 萬<0.1%–
LSEALandsea Homes CorpCOM2,122$1.40 萬<0.1%歷史
ASTEAstec Industries IncCOM302$1.30 萬<0.1%歷史
DLXDeluxe CorpCOM586$1.30 萬<0.1%歷史
IPGPIpg Photonics CorpCOM134$1.20 萬<0.1%歷史
Petrochina Co Ltd71646E100SPONSORED ADR260$1.20 萬<0.1%–
VZIOVizio Holding Corp.CL A COM1,711$1.20 萬<0.1%歷史
KELYAKelly Services IncCL A540$1.10 萬<0.1%歷史
RHRHCOM47$1.00 萬<0.1%歷史
JBTMJBT Marel CorpCOM84$9,000<0.1%歷史
MHOM/I Homes, Inc.COM228$9,000<0.1%歷史
Fidelity Covington Trust316092857MSCI RL EST ETF319$9,000<0.1%–
NWGNatWest Group plcSPONS ADR 2 ORD1,414$8,000<0.1%歷史
Collaborative Investmnt Ser19423L565TUTTLE CAP SHORT125$8,000<0.1%–
CSTMConstellium SECL A SHS569$7,000<0.1%歷史
ACHAccendra Health IncStock202$6,000<0.1%歷史
FIZZNational Beverage CorpCOM126$6,000<0.1%歷史
Flexshares Tr33939L605IBOXX 5YR TRGT247$6,000<0.1%–
VTOLBristow Group Inc.COM241$6,000<0.1%歷史
GDSGDS Holdings LtdSPONSORED ADS193$6,000<0.1%歷史
SRDXSurmodics IncCOM174$6,000<0.1%歷史
TMXTerminix Global Holdings IncCOM140$6,000<0.1%歷史
BNSBank of Nova ScotiaCOM81$5,000<0.1%歷史
AWIArmstrong World Industries IncCOM62$5,000<0.1%歷史
RLIRli CorpCOM46$5,000<0.1%歷史
PAHCPhibro Animal Health CorpCL A COM258$5,000<0.1%歷史
SYBTStock Yards Bancorp, Inc.COM82$5,000<0.1%歷史
UPBDUpbound Group, Inc.COM279$5,000<0.1%歷史
VLGEAVillage Super Market IncCL A NEW232$5,000<0.1%歷史
NTUSNatus Medical IncCOM160$5,000<0.1%歷史
SWISolarWinds CorpCOM450$5,000<0.1%歷史
PRIPrimerica, Inc.Stock32$4,000<0.1%歷史
PENNPENN Entertainment, Inc.COM128$4,000<0.1%歷史
BRKRBruker CorpCOM61$4,000<0.1%歷史
SHCSotera Health CoCOM195$4,000<0.1%歷史
iShares Tr464287341GLOBAL ENERG ETF118$4,000<0.1%–
VIAVViavi Solutions Inc.COM318$4,000<0.1%歷史
CHCTCommunity Healthcare Trust IncCOM104$4,000<0.1%歷史
OLPXOlaplex Holdings, Inc.COM265$4,000<0.1%歷史
LESLLeslie's, Inc.COM246$4,000<0.1%歷史
POLYPlantronics IncCOM100$4,000<0.1%歷史
DSEYDiversey Holdings, Ltd.ORD SHS689$4,000<0.1%歷史
Eros Intl PLCG3788R105COM1,818$4,000<0.1%–
UAAUnder Armour, Inc.Stock280$3,000<0.1%歷史
HMYHarmony Gold Mining Co LtdADR957$3,000<0.1%歷史
AMSCAmerican Superconductor CorpStock536$3,000<0.1%歷史
PPLIPeople IncCOM NEW43$3,000<0.1%歷史
DAKTDaktronics IncCOM952$3,000<0.1%歷史