EverSource Wealth Advisors, LLC
- SEC CIK
- 0001710537
- 最新申報
- 2026/7/24
2022 年第 3 季到 2022 年第 4 季的持倉變化
只比多頭部位，依股數判斷新進、加碼、減碼與清倉。可以換成這家機構任兩季比較。
- 新進
- 442 檔
- 估計 +$1,653 萬
- 加碼
- 710 檔
- 估計 +$2.18 億
- 減碼
- 632 檔
- 估計 −$3,765 萬
- 清倉
- 178 檔
- 估計 −$765.5 萬
總值從 $4.37 億變成 $6.60 億（+$2.24 億 (+51.2%)），持股從 2,038 檔變成 2,302 檔（+264）。
2022 年第 4 季全部持倉2022 年第 3 季全部持倉
股數、市值、佔組合 % 每一格上面是 2022 年第 4 季，下面灰字是 2022 年第 3 季。兩季之間拆股的股票，2022 年第 3 季的股數先依拆股比例換算再比較。
| 證券 | 動作 | 股數 | 股數變化 | 市值 | 估計買賣 | 佔組合 % | 比重變化（百分點） |
|---|---|---|---|---|---|---|---|
| Vanguard Ftse Developed Markets ETF921943858 | 加碼– | 628,235478,882 | +149,353+31.2% | $2,637 萬$1,741 萬 | +$626.8 萬 | 4.0%4.0% | +0.01 |
| Vanguard Scottsdale FDS92206C409 | 加碼– | 244,093236,881 | +7,212+3.0% | $1,835 萬$1,760 萬 | +$54.2 萬 | 2.8%4.0% | −1.25 |
| Vanguard Morningstar Value ETF922908744 | 加碼– | 130,16259,100 | +71,062+120.2% | $1,827 萬$729.8 萬 | +$997.5 萬 | 2.8%1.7% | +1.10 |
| Vanguard Dividend Appreciation ETF921908844 | 加碼– | 118,38181,506 | +36,875+45.2% | $1,798 萬$1,102 萬 | +$559.9 萬 | 2.7%2.5% | +0.20 |
| Vanguard Morningstar Growth ETF922908736 | 加碼– | 81,37538,330 | +43,045+112.3% | $1,734 萬$820.1 萬 | +$917.3 萬 | 2.6%1.9% | +0.75 |
| AAPLApple Inc. | 加碼歷史 | 116,91298,476 | +18,436+18.7% | $1,519 萬$1,361 萬 | +$239.5 萬 | 2.3%3.1% | −0.82 |
| Vanguard Morningstar Total Stock Market ETF922908769 | 加碼– | 73,75963,630 | +10,129+15.9% | $1,410 萬$1,142 萬 | +$193.7 萬 | 2.1%2.6% | −0.48 |
| Vanguard Health Care ETF92204A504 | 加碼– | 50,66352 | +50,611+97,328.8% | $1,257 萬$1.20 萬 | +$1,255 萬 | 1.9%<0.1% | +1.90 |
| Vanguard S&P 500 ETF922908363 | 加碼– | 35,28734,590 | +697+2.0% | $1,240 萬$1,136 萬 | +$24.5 萬 | 1.9%2.6% | −0.72 |
| IIIVi3 Verticals, Inc. | 不變歷史 | 496,275496,275 | 00.0% | $1,208 萬$994.0 萬 | $0 | 1.8%2.3% | −0.45 |
| IAUiShares Gold Trust | 加碼歷史 | 274,0186,238 | +267,780+4,292.7% | $947.8 萬$19.7 萬 | +$926.3 萬 | 1.4%<0.1% | +1.39 |
| Dimensional U.S. Core Equity 2 ETF25434V708 | 加碼– | 375,742351,715 | +24,027+6.8% | $912.3 萬$782.2 萬 | +$58.3 萬 | 1.4%1.8% | −0.41 |
| Vanguard Ftse Emerging Markets ETF922042858 | 加碼– | 216,919159,486 | +57,433+36.0% | $845.5 萬$582.0 萬 | +$223.9 萬 | 1.3%1.3% | −0.05 |
| PGRProgressive Corp | 加碼歷史 | 62,9481,347 | +61,601+4,573.2% | $816.5 萬$15.7 萬 | +$799.0 萬 | 1.2%<0.1% | +1.20 |
| MSFTMicrosoft Corp | 減碼歷史 | 32,95233,777 | −825−2.4% | $790.3 萬$786.7 萬 | −$19.8 萬 | 1.2%1.8% | −0.60 |
| Vanguard Morningstar Small-Cap ETF922908751 | 加碼– | 41,69327,316 | +14,377+52.6% | $765.3 萬$466.9 萬 | +$263.9 萬 | 1.2%1.1% | +0.09 |
| DGDollar General Corp | 加碼歷史 | 29,1472,251 | +26,896+1,194.8% | $717.7 萬$54.0 萬 | +$662.3 萬 | 1.1%0.1% | +0.96 |
| Vanguard Short-Term Bond ETF921937827 | 加碼– | 90,66953,699 | +36,970+68.8% | $682.6 萬$401.8 萬 | +$278.3 萬 | 1.0%0.9% | +0.11 |
| CVXChevron Corp | 加碼歷史 | 37,15410,494 | +26,660+254.0% | $666.9 萬$150.8 萬 | +$478.5 萬 | 1.0%0.3% | +0.66 |
| Vanguard Mortgage-Backed Securities ETF92206C771 | 加碼– | 142,986123,476 | +19,510+15.8% | $650.9 萬$556.8 萬 | +$88.8 萬 | 1.0%1.3% | −0.29 |
| Goldman Sachs ETF Tr381430107 | 加碼– | 223,684216,666 | +7,018+3.2% | $643.8 萬$536.2 萬 | +$20.2 萬 | 1.0%1.2% | −0.25 |
| Vanguard Total International Bond ETF92203J407 | 加碼– | 127,47182,207 | +45,264+55.1% | $604.6 萬$392.4 萬 | +$214.7 萬 | 0.9%0.9% | +0.02 |
| AZOAutoZone Inc | 加碼歷史 | 2,4388 | +2,430+30,375.0% | $601.3 萬$1.70 萬 | +$599.3 萬 | 0.9%<0.1% | +0.91 |
| GOOGLAlphabet Inc. | 加碼歷史 | 67,60625,357 | +42,249+166.6% | $596.5 萬$242.5 萬 | +$372.8 萬 | 0.9%0.6% | +0.35 |
| HDHome Depot, Inc. | 加碼歷史 | 17,26210,448 | +6,814+65.2% | $545.2 萬$288.3 萬 | +$215.2 萬 | 0.8%0.7% | +0.17 |
| AMGNAmgen Inc | 加碼歷史 | 20,7482,343 | +18,405+785.5% | $544.9 萬$52.8 萬 | +$483.4 萬 | 0.8%0.1% | +0.70 |
| PXDPioneer Natural Resources Co | 加碼歷史 | 20,933294 | +20,639+7,020.1% | $478.1 萬$6.30 萬 | +$471.4 萬 | 0.7%<0.1% | +0.71 |
| KKRKKR & Co. Inc. | 加碼歷史 | 100,56817 | +100,551+591,476.5% | $466.8 萬$1,000 | +$466.8 萬 | 0.7%<0.1% | +0.71 |
| Dimensional ETF Trust25434V724 | 不變– | 132,175132,175 | 00.0% | $442.5 萬$391.4 萬 | $0 | 0.7%0.9% | −0.23 |
| NSPInsperity, Inc. | 減碼歷史 | 37,49140,820 | −3,329−8.2% | $425.9 萬$416.7 萬 | −$37.8 萬 | 0.6%1.0% | −0.31 |
| GPKGraphic Packaging Holding Co | 加碼歷史 | 190,6021,096 | +189,506+17,290.7% | $424.1 萬$2.20 萬 | +$421.7 萬 | 0.6%<0.1% | +0.64 |
| COPConocoPhillips | 加碼歷史 | 35,8929,613 | +26,279+273.4% | $423.5 萬$98.4 萬 | +$310.1 萬 | 0.6%0.2% | +0.42 |
| State Street Financial Select Sector SPDR ETF81369Y605 | 加碼– | 122,79490 | +122,704+136,337.8% | $420.0 萬$3,000 | +$419.6 萬 | 0.6%<0.1% | +0.64 |
| Vanguard World FD921910840 | 加碼– | 40,16839,961 | +207+0.5% | $413.1 萬$359.3 萬 | +$2.13 萬 | 0.6%0.8% | −0.20 |
| Schwab US Dividend Equity ETF808524797 | 減碼– | 52,35653,617 | −1,261−2.4% | $395.5 萬$356.2 萬 | −$9.53 萬 | 0.6%0.8% | −0.22 |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | 減碼– | 28,42029,219 | −799−2.7% | $384.4 萬$355.8 萬 | −$10.8 萬 | 0.6%0.8% | −0.23 |
| Vanguard Scottsdale FDS92206C706 | 減碼– | 65,30882,961 | −17,653−21.3% | $381.9 萬$483.7 萬 | −$103.2 萬 | 0.6%1.1% | −0.53 |
| Dimensional ETF Trust25434V401 | 減碼– | 91,42192,087 | −666−0.7% | $380.4 萬$357.5 萬 | −$2.77 萬 | 0.6%0.8% | −0.24 |
| AVGOBroadcom Inc. | 加碼歷史 | 6,7322,652 | +4,080+153.8% | $376.4 萬$117.8 萬 | +$228.1 萬 | 0.6%0.3% | +0.30 |
| BXBlackstone Inc. | 加碼歷史 | 49,828207 | +49,621+23,971.5% | $369.7 萬$1.70 萬 | +$368.1 萬 | 0.6%<0.1% | +0.56 |
| AMATApplied Materials Inc | 加碼歷史 | 37,4762,632 | +34,844+1,323.9% | $364.9 萬$21.5 萬 | +$339.3 萬 | 0.6%<0.1% | +0.50 |
| DHIHorton D R Inc | 加碼歷史 | 40,651652 | +39,999+6,134.8% | $362.4 萬$4.40 萬 | +$356.6 萬 | 0.5%<0.1% | +0.54 |
| BERYBerry Global Group, Inc. | 加碼歷史 | 59,833231 | +59,602+25,801.7% | $361.6 萬$1.10 萬 | +$360.2 萬 | 0.5%<0.1% | +0.54 |
| JPMJPMorgan Chase & Co | 加碼歷史 | 26,58426,105 | +479+1.8% | $356.5 萬$272.8 萬 | +$6.42 萬 | 0.5%0.6% | −0.08 |
| LKQLKQ Corp | 加碼歷史 | 66,71964 | +66,655+104,148.4% | $356.3 萬$3,000 | +$356.0 萬 | 0.5%<0.1% | +0.54 |
| MRKMerck & Co., Inc. | 加碼歷史 | 32,0909,020 | +23,070+255.8% | $356.0 萬$77.7 萬 | +$256.0 萬 | 0.5%0.2% | +0.36 |
| JBHTHunt J B Transport Services Inc | 加碼歷史 | 20,31673 | +20,243+27,730.1% | $354.2 萬$1.10 萬 | +$353.0 萬 | 0.5%<0.1% | +0.53 |
| SPDR Series Trust78464A763 | 減碼– | 27,86728,125 | −258−0.9% | $348.6 萬$313.6 萬 | −$3.23 萬 | 0.5%0.7% | −0.19 |
| American Centy ETF Tr025072885 | 加碼– | 50,88450,121 | +763+1.5% | $346.1 萬$312.6 萬 | +$5.19 萬 | 0.5%0.7% | −0.19 |
| GOOGAlphabet Inc. | 加碼歷史 | 38,49928,175 | +10,324+36.6% | $341.6 萬$270.8 萬 | +$91.6 萬 | 0.5%0.6% | −0.10 |
| iShares Tr464288448 | 加碼– | 123,93765,809 | +58,128+88.3% | $336.6 萬$148.3 萬 | +$157.9 萬 | 0.5%0.3% | +0.17 |
| AMZNAmazon Com Inc | 加碼歷史 | 39,79532,728 | +7,067+21.6% | $334.3 萬$369.8 萬 | +$59.4 萬 | 0.5%0.8% | −0.34 |
| JNJJohnson & Johnson | 加碼歷史 | 18,47210,934 | +7,538+68.9% | $326.3 萬$178.6 萬 | +$133.2 萬 | 0.5%0.4% | +0.09 |
| Dimensional ETF Trust25434V807 | 加碼– | 105,057105,033 | +240.0% | $319.4 萬$270.6 萬 | +$729.6 | 0.5%0.6% | −0.14 |
| Vanguard World FD921910816 | 減碼– | 18,12818,160 | −32−0.2% | $311.9 萬$316.5 萬 | −$5,506.24 | 0.5%0.7% | −0.25 |
| GSGoldman Sachs Group Inc | 加碼歷史 | 8,7934,928 | +3,865+78.4% | $302.0 萬$144.4 萬 | +$132.7 萬 | 0.5%0.3% | +0.13 |
| CCKCrown Holdings, Inc. | 加碼歷史 | 36,00284 | +35,918+42,759.5% | $296.0 萬$7,000 | +$295.3 萬 | 0.4%<0.1% | +0.45 |
| iShares Core S&P 500 ETF464287200 | 加碼– | 7,5227,056 | +466+6.6% | $289.0 萬$253.1 萬 | +$17.9 萬 | 0.4%0.6% | −0.14 |
| Vanguard Intermediate-Term Bond ETF921937819 | 加碼– | 38,85924,191 | +14,668+60.6% | $288.8 萬$177.7 萬 | +$109.0 萬 | 0.4%0.4% | +0.03 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | 減碼– | 16,93816,976 | −38−0.2% | $269.0 萬$243.5 萬 | −$6,034.23 | 0.4%0.6% | −0.15 |
| BRDGBridge Investment Group Holdings Inc. | 新進歷史 | 222,2170 | +222,217 | $267.8 萬$0 | +$267.8 萬 | 0.4%0.0% | +0.41 |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | 減碼– | 34,16334,253 | −90−0.3% | $264.8 萬$259.2 萬 | −$6,975.86 | 0.4%0.6% | −0.19 |
| Vanguard BD Index FDS921937793 | 加碼– | 36,06622,655 | +13,411+59.2% | $261.3 萬$163.0 萬 | +$97.1 萬 | 0.4%0.4% | +0.02 |
| Pacer US Cash Cows 100 ETF69374H881 | 加碼– | 54,68022,689 | +31,991+141.0% | $252.9 萬$93.1 萬 | +$148.0 萬 | 0.4%0.2% | +0.17 |
| Victory Portfolios II92647N824 | 加碼– | 40,72139,501 | +1,220+3.1% | $252.8 萬$234.5 萬 | +$7.57 萬 | 0.4%0.5% | −0.15 |
| Dimensional U.S. Targeted Value ETF25434V609 | 不變– | 57,06757,067 | 00.0% | $250.8 萬$222.5 萬 | $0 | 0.4%0.5% | −0.13 |
| TGTTarget Corp | 加碼歷史 | 16,470691 | +15,779+2,283.5% | $245.5 萬$10.3 萬 | +$235.2 萬 | 0.4%<0.1% | +0.35 |
| Vanguard Total World Stock ETF922042742 | 加碼– | 28,19117,519 | +10,672+60.9% | $243.0 萬$138.2 萬 | +$92.0 萬 | 0.4%0.3% | +0.05 |
| SFBSServisFirst Bancshares, Inc. | 減碼歷史 | 34,33734,378 | −41−0.1% | $236.6 萬$275.1 萬 | −$2,825.31 | 0.4%0.6% | −0.27 |
| AMHAmerican Homes 4 Rent | 加碼歷史 | 76,67073 | +76,597+104,927.4% | $231.1 萬$2,000 | +$230.9 萬 | 0.3%<0.1% | +0.35 |
| VVisa Inc. | 加碼歷史 | 11,0418,390 | +2,651+31.6% | $229.4 萬$149.0 萬 | +$55.1 萬 | 0.3%0.3% | +0.01 |
| Janus Detroit STR Tr47103U886 | 加碼– | 47,76832,650 | +15,118+46.3% | $226.4 萬$158.3 萬 | +$71.7 萬 | 0.3%0.4% | −0.02 |
| American Centy ETF Tr025072562 | 加碼– | 55,13354,707 | +426+0.8% | $225.9 萬$221.4 萬 | +$1.75 萬 | 0.3%0.5% | −0.16 |
| SPYSPDR S&P 500 ETF Trust | 加碼歷史 | 5,6362,598 | +3,038+116.9% | $215.6 萬$92.8 萬 | +$116.2 萬 | 0.3%0.2% | +0.11 |
| American Centy ETF Tr025072802 | 加碼– | 38,54821,157 | +17,391+82.2% | $213.4 萬$100.6 萬 | +$96.3 萬 | 0.3%0.2% | +0.09 |
| iShares Tr464288877 | 加碼– | 44,12541,192 | +2,933+7.1% | $202.4 萬$158.7 萬 | +$13.5 萬 | 0.3%0.4% | −0.06 |
| American Centy ETF Tr025072703 | 加碼– | 36,14331,700 | +4,443+14.0% | $192.2 萬$144.6 萬 | +$23.6 萬 | 0.3%0.3% | −0.04 |
| Timothy Plan887432276 | 加碼– | 79,81070,830 | +8,980+12.7% | $187.3 萬$158.7 萬 | +$21.1 萬 | 0.3%0.4% | −0.08 |
| iShares Tr46435G425 | 減碼– | 22,03424,398 | −2,364−9.7% | $186.7 萬$193.7 萬 | −$20.0 萬 | 0.3%0.4% | −0.16 |
| FDXFedEx Corp | 加碼歷史 | 10,655530 | +10,125+1,910.4% | $184.5 萬$7.90 萬 | +$175.4 萬 | 0.3%<0.1% | +0.26 |
| OXYOccidental Petroleum Corp | 加碼歷史 | 28,64121,834 | +6,807+31.2% | $180.4 萬$134.2 萬 | +$42.9 萬 | 0.3%0.3% | −0.03 |
| Schwab Intermediate-Term US Treasury ETF808524854 | 加碼– | 35,53114,153 | +21,378+151.0% | $174.9 萬$69.7 萬 | +$105.2 萬 | 0.3%0.2% | +0.11 |
| UNHUnitedHealth Group Inc | 減碼歷史 | 3,2443,586 | −342−9.5% | $172.0 萬$181.2 萬 | −$18.1 萬 | 0.3%0.4% | −0.15 |
| iShares MSCI Eafe ETF464287465 | 減碼– | 26,01429,649 | −3,635−12.3% | $170.8 萬$166.1 萬 | −$23.9 萬 | 0.3%0.4% | −0.12 |
| QCOMQualcomm Inc | 加碼歷史 | 15,3516,330 | +9,021+142.5% | $168.8 萬$71.6 萬 | +$99.2 萬 | 0.3%0.2% | +0.09 |
| WMTWalmart Inc. | 加碼歷史 | 11,7159,958 | +1,757+17.6% | $166.1 萬$129.1 萬 | +$24.9 萬 | 0.3%0.3% | −0.04 |
| KNXKnight-Swift Transportation Holdings Inc. | 加碼歷史 | 31,5396,794 | +24,745+364.2% | $165.3 萬$33.2 萬 | +$129.7 萬 | 0.3%0.1% | +0.17 |
| iShares Core Dividend Growth ETF46434V621 | 新進– | 32,3500 | +32,350 | $161.8 萬$0 | +$161.8 萬 | 0.2%0.0% | +0.24 |
| Northern LTS FD Tr IV66538H534 | 加碼– | 53,68752,931 | +756+1.4% | $160.7 萬$147.2 萬 | +$2.26 萬 | 0.2%0.3% | −0.09 |
| American Centy ETF Tr025072687 | 減碼– | 33,66334,537 | −874−2.5% | $154.4 萬$157.6 萬 | −$4.01 萬 | 0.2%0.4% | −0.13 |
| MASMasco Corp | 加碼歷史 | 32,003187 | +31,816+17,013.9% | $149.4 萬$9,000 | +$148.5 萬 | 0.2%<0.1% | +0.22 |
| XOMExxonMobil Holdings Corp | 加碼歷史 | 13,07710,121 | +2,956+29.2% | $144.2 萬$88.5 萬 | +$32.6 萬 | 0.2%0.2% | +0.02 |
| METAMeta Platforms, Inc. | 加碼歷史 | 11,6317,300 | +4,331+59.3% | $140.0 萬$99.0 萬 | +$52.1 萬 | 0.2%0.2% | −0.01 |
| iShares Tr464288158 | 加碼– | 12,8038,777 | +4,026+45.9% | $133.5 萬$90.1 萬 | +$42.0 萬 | 0.2%0.2% | 0.00 |
| State Street Energy Select Sector SPDR ETF81369Y506 | 加碼– | 15,153293 | +14,860+5,071.7% | $132.5 萬$2.10 萬 | +$130.0 萬 | 0.2%<0.1% | +0.20 |
| Timothy Plan887432284 | 加碼– | 55,06449,174 | +5,890+12.0% | $130.7 萬$114.7 萬 | +$14.0 萬 | 0.2%0.3% | −0.06 |
| PFEPfizer Inc | 加碼歷史 | 25,34922,006 | +3,343+15.2% | $129.9 萬$96.2 萬 | +$17.1 萬 | 0.2%0.2% | −0.02 |
| Vanguard Scottsdale FDS92206C102 | 減碼– | 21,97723,742 | −1,765−7.4% | $127.1 萬$137.2 萬 | −$10.2 萬 | 0.2%0.3% | −0.12 |
| LLYEli Lilly & Co | 減碼歷史 | 3,4713,679 | −208−5.7% | $127.0 萬$118.9 萬 | −$7.61 萬 | 0.2%0.3% | −0.08 |
| Dimensional U.S. Small Cap ETF25434V500 | 減碼– | 24,74224,843 | −101−0.4% | $126.6 萬$115.6 萬 | −$5,166.12 | 0.2%0.3% | −0.07 |
估計買賣金額是股數的變化乘上申報隱含的季末價（市值除以股數）：新進用這一季的市值，清倉用上一季的市值，只有本金（PRN）的部位算不出來。13F 只有季末的持股，看不出季中的買賣時點與成交價。