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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
最新申報
2026/7/24

2022 年第 4 季持倉

持倉截至 2022/12/31,2023/2/9 申報。只含多頭部位,變化是跟 2022 年第 3 季比股數。

機構總覽
持股檔數
2,302
較 2022 年第 3 季 +264
總值
$6.60 億
較 2022 年第 3 季 +$2.24 億 (+51.2%)
申報日
2023/2/9
SEC
EverSource Wealth Advisors, LLC 在 2022 年第 4 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
Dimensional World Ex U.S. Core Equity 2 ETF25434V880ETF58,480$126.3 萬0.2%−1,984−3.3%減碼–
PGProcter & Gamble CoStock7,976$120.9 萬0.2%+1,743+28.0%加碼歷史
MDYSPDR S&P Midcap 400 ETF TrustETF2,678$118.6 萬0.2%+2,494+1,355.4%加碼歷史
EOGEOG Resources IncStock9,141$118.4 萬0.2%−2,750−23.1%減碼歷史
Victory Portfolios II92647N782VCSHS US 500 ENH18,268$116.9 萬0.2%+889+5.1%加碼–
Dimensional ETF Trust25434V872CORE FIXE IN ETF27,712$115.1 萬0.2%+2,626+10.5%加碼–
iShares Russell 1000 Value ETF464287598ETF7,568$114.8 萬0.2%+5,059+201.6%加碼–
Vanguard Whitehall FDS921946794INTL HIGH ETF19,260$114.7 萬0.2%+1,542+8.7%加碼–
Dimensional ETF Trust25434V799INTL CORE EQUITY50,530$112.9 萬0.2%+6,224+14.0%加碼–
COSTCostco Wholesale CorpStock2,422$110.6 萬0.2%+86+3.7%加碼歷史
Vanguard Morningstar Mid-Cap Growth ETF922908538ETF6,120$110.0 萬0.2%+235+4.0%加碼–
PANWPalo Alto Networks IncStock7,873$109.9 萬0.2%+3,286+71.6%加碼歷史
ADBEAdobe Inc.Stock3,245$109.2 萬0.2%+1,595+96.7%加碼歷史
PNFPPinnacle Financial Partners, Inc.COM14,704$107.9 萬0.2%+14,679+58,716.0%加碼歷史
ABBVAbbVie Inc.Stock6,615$106.9 萬0.2%+1,420+27.3%加碼歷史
SOSouthern CoStock14,526$103.7 萬0.2%+1,534+11.8%加碼歷史
Northern LTS FD Tr IV66538H641INSPIRE SML/ MID33,866$102.0 萬0.2%+963+2.9%加碼–
Vanguard High Dividend Yield Index ETF921946406ETF9,249$100.1 萬0.2%+2,135+30.0%加碼–
MAMastercard IncStock2,803$97.5 萬0.1%−2,208−44.1%減碼歷史
CVSCVS Health CorpStock10,411$97.0 萬0.1%−2,663−20.4%減碼歷史
iShares Core S&P Mid-Cap ETF464287507ETF3,962$95.8 萬0.1%+404+11.4%加碼–
DVNDevon Energy CorpStock15,353$94.4 萬0.1%+2,030+15.2%加碼歷史
MSMorgan StanleyStock11,035$93.8 萬0.1%−5,163−31.9%減碼歷史
iShares Tr46434V613CORE UNIVRSL USD20,333$91.4 萬0.1%+2,763+15.7%加碼–
iShares Tr46434V647GLOBAL REIT ETF40,024$90.9 萬0.1%+26,712+200.7%加碼–
USBUS Bancorp DECOM NEW20,520$89.5 萬0.1%+885+4.5%加碼歷史
Vanguard Star FDS921909768VG TL INTL STK F16,996$87.9 萬0.1%−2,172−11.3%減碼–
TMOThermo Fisher Scientific Inc.Stock1,590$87.6 萬0.1%−1,054−39.9%減碼歷史
MCDMcDonalds CorpStock3,280$86.4 萬0.1%+2+0.1%加碼歷史
DGXQuest Diagnostics IncCOM5,523$86.4 萬0.1%−2,166−28.2%減碼歷史
CLHClean Harbors IncCOM7,567$86.4 萬0.1%+7,567新進歷史
CRWDCrowdStrike Holdings, Inc.Stock8,141$85.7 萬0.1%+6,256+331.9%加碼歷史
KOCoca Cola CoStock13,311$84.7 萬0.1%−2,374−15.1%減碼歷史
iShares Core S&P Small Cap ETF464287804ETF8,927$84.5 萬0.1%+677+8.2%加碼–
NFLXNetflix IncStock2,852$84.1 萬0.1%+2,175+321.3%加碼歷史
UPSUnited Parcel Service IncStock4,835$84.1 萬0.1%−3,882−44.5%減碼歷史
ORCLOracle CorpStock9,913$81.0 萬0.1%−908−8.4%減碼歷史
Vanguard Ftse All-World Ex-US Small-Cap ETF922042718ETF7,801$80.2 萬0.1%+24+0.3%加碼–
NCLHNorwegian Cruise Line Holdings Ltd.SHS64,981$79.5 萬0.1%+64,405+11,181.4%加碼歷史
American Centy ETF Tr025072877US SML CP VALU10,656$79.4 萬0.1%+154+1.5%加碼–
NVDANVIDIA CorpStock5,342$78.1 萬0.1%−1,693−24.1%減碼歷史
TSLATesla, Inc.Stock6,333$78.0 萬0.1%+1,401+28.4%加碼歷史
MPCMarathon Petroleum CorpStock6,682$77.8 萬0.1%−242−3.5%減碼歷史
MRSHMarsh & McLennan Companies, Inc.Stock4,654$77.0 萬0.1%−1,601−25.6%減碼歷史
BXSLBlackstone Secured Lending FundCOMMON STOCK33,830$75.6 萬0.1%+456+1.4%加碼歷史
WFCWells Fargo & CompanyStock18,078$74.6 萬0.1%+3,377+23.0%加碼歷史
American Centy ETF Tr025072604AVANTIS EMGMKT14,764$74.5 萬0.1%+1,234+9.1%加碼–
BRK.BBerkshire Hathaway IncStock2,408$74.4 萬0.1%+36+1.5%加碼歷史
GISGeneral Mills IncStock8,867$74.4 萬0.1%−1,244−12.3%減碼歷史
iShares Inc46434G764MSCI EMRG CHN15,615$74.1 萬0.1%−7,635−32.8%減碼–
BACBank of America CorpStock22,361$74.1 萬0.1%+5,339+31.4%加碼歷史
Invesco Exch Traded FD Tr II46138G698S&P 500 REVENUE9,866$72.9 萬0.1%+9,866新進–
State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663ETF7,831$71.6 萬0.1%+7,831新進–
Northern LTS FD Tr IV66538H419INSPIRE INTL ETF27,462$71.6 萬0.1%+2,096+8.3%加碼–
PYPLPayPal Holdings, Inc.Stock9,917$70.6 萬0.1%+5,072+104.7%加碼歷史
PEPPepsiCo IncStock3,887$70.2 萬0.1%+1,861+91.9%加碼歷史
ABTAbbott LaboratoriesStock6,373$70.0 萬0.1%−479−7.0%減碼歷史
WSCWillScot Holdings CorpCOM CL A15,366$69.4 萬0.1%+15,297+22,169.6%加碼歷史
CBChubb LtdStock3,128$69.0 萬0.1%−871−21.8%減碼歷史
CHDChurch & Dwight Co IncCOM8,545$68.9 萬0.1%+8,319+3,681.0%加碼歷史
LINLinde PLCSHS2,099$68.5 萬0.1%−713−25.4%減碼歷史
iShares Tr464288414NATIONAL MUN ETF6,395$67.5 萬0.1%+4,844+312.3%加碼–
CSCOCisco Systems, Inc.Stock14,032$66.8 萬0.1%−1,743−11.0%減碼歷史
iShares Russell 1000 Growth ETF464287614ETF3,079$66.0 萬0.1%+1,382+81.4%加碼–
iShares Core U.S. Aggregate Bond ETF464287226ETF6,682$64.8 萬0.1%+524+8.5%加碼–
TXNTexas Instruments IncStock3,891$64.3 萬0.1%−199−4.9%減碼歷史
Dimensional ETF Trust25434V864SHOR DUR FIX ETF13,856$63.9 萬0.1%+787+6.0%加碼–
RSGRepublic Services, Inc.COM4,916$63.4 萬0.1%−1,558−24.1%減碼歷史
LMTLockheed Martin CorpStock1,304$63.4 萬0.1%−282−17.8%減碼歷史
SPGSimon Property Group Inc.REIT5,389$63.3 萬0.1%+5,009+1,318.2%加碼歷史
DEDeere & CoStock1,459$62.6 萬0.1%+857+142.4%加碼歷史
CMCSAComcast CorpStock17,745$62.1 萬0.1%−1,669−8.6%減碼歷史
RTXRTX CorpStock6,117$61.7 萬0.1%−585−8.7%減碼歷史
MCKMcKesson CorpStock1,638$61.4 萬0.1%−370−18.4%減碼歷史
Vanguard Emerging Markets Government Bond ETF921946885ETF9,990$60.9 萬0.1%−366−3.5%減碼–
iShares Tr4642886613 7 YR TREAS BD5,183$59.5 萬0.1%−1,362−20.8%減碼–
VLOValero Energy CorpStock4,691$59.5 萬0.1%−952−16.9%減碼歷史
PMPhilip Morris International Inc.Stock5,873$59.4 萬0.1%−438−6.9%減碼歷史
iShares S&P 100 ETF464287101ETF3,458$59.0 萬0.1%+507+17.2%加碼–
CRMSalesforce, Inc.Stock4,318$57.3 萬0.1%−1,846−29.9%減碼歷史
WPCW. P. Carey Inc.COM7,298$57.0 萬0.1%+6,602+948.6%加碼歷史
TSMTaiwan Semiconductor Manufacturing Co LtdADR7,516$56.0 萬0.1%+2,097+38.7%加碼歷史
TJXTJX Companies IncStock6,900$54.9 萬0.1%−1,301−15.9%減碼歷史
iShares Broad Usd Investment Grade Corporate Bond ETF464288620ETF11,040$54.2 萬0.1%−2,148−16.3%減碼–
PSXPhillips 66Stock5,189$54.0 萬0.1%−2,258−30.3%減碼歷史
JBLJabil IncStock7,902$53.9 萬0.1%−2,254−22.2%減碼歷史
ADMArcher-Daniels-Midland CoStock5,762$53.5 萬0.1%−1,206−17.3%減碼歷史
WisdomTree Tr97717W307US LARGECAP DIVD8,623$53.4 萬0.1%+8,623新進–
ELVElevance Health, Inc.Stock1,037$53.2 萬0.1%−117−10.1%減碼歷史
iShares Tr464288885EAFE GRWTH ETF6,314$52.9 萬0.1%−51−0.8%減碼–
NEENextera Energy IncStock6,319$52.8 萬0.1%−5,277−45.5%減碼歷史
HALHalliburton CoStock13,254$52.2 萬0.1%+208+1.6%加碼歷史
MDTMedtronic plcStock6,656$51.7 萬0.1%−1,417−17.6%減碼歷史
LPLALPL Financial Holdings Inc.COM2,386$51.6 萬0.1%−1,867−43.9%減碼歷史
WRBBerkley W R CorpCOM7,000$50.8 萬0.1%−5,430−43.7%減碼歷史
AZNAstraZeneca PLCSPONSORED ADR7,436$50.4 萬0.1%−1,518−17.0%減碼歷史
CSQCalamos Strategic Total Return FundCOM SH BEN INT36,904$49.5 萬0.1%+36,904新進歷史
NVONovo Nordisk A SADR3,652$49.4 萬0.1%−1,087−22.9%減碼歷史
UNPUnion Pacific CorpStock2,371$49.1 萬0.1%−1,053−30.8%減碼歷史
DIASPDR Dow Jones Industrial Average ETF TrustUT SER 11,472$48.8 萬0.1%+2+0.1%加碼歷史

2022 年第 3 季之後清倉(178 檔)

2022 年第 3 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 178 檔。

EverSource Wealth Advisors, LLC 在 2022 年第 3 季之後清倉的部位
證券類別2022 年第 3 季股數2022 年第 3 季市值2022 年第 3 季佔組合 %紀錄
iShares U S ETF Tr46431W507SHOR DURA BD ETF111,163$547.6 萬1.3%–
iShares Tr46429B655FLTG RATE NT ETF6,615$33.3 萬0.1%–
IBTXIndependent Bank Group, Inc.COM1,864$11.5 萬<0.1%歷史
Legg Mason ETF Invt524682200CLEARBRIDGE LRG2,557$10.2 萬<0.1%–
MGEEMge Energy IncCOM1,291$8.50 萬<0.1%歷史
ALRMAlarm.com Holdings, Inc.COM1,110$7.20 萬<0.1%歷史
CBRLCracker Barrel Old Country Store, IncCOM747$6.90 萬<0.1%歷史
BAMBrookfield Asset Management Ltd.CL A LTD VT SH1,632$6.60 萬<0.1%歷史
OGSONE Gas, Inc.COM911$6.40 萬<0.1%歷史
ESNTEssent Group Ltd.COM1,832$6.40 萬<0.1%歷史
TXNMTXNM Energy IncCOM1,396$6.40 萬<0.1%歷史
Tricon Residential Inc Com NPV89612W102COM5,726$5.00 萬<0.1%–
STAAStaar Surgical CoCOM PAR $0.01579$4.10 萬<0.1%歷史
LULufax Holding LtdADS REP SHS CL A15,613$4.00 萬<0.1%歷史
BHVNBiohaven Ltd.COM254$3.80 萬<0.1%歷史
TWTRTwitter, Inc.COM824$3.70 萬<0.1%歷史
CMBTCmb.tech NVSHS2,370$3.60 萬<0.1%歷史
ALKSAlkermes plc.SHS1,535$3.40 萬<0.1%歷史
WDFCWD 40 CoCOM190$3.30 萬<0.1%歷史
DREDuke Realty CorpCOM NEW696$3.30 萬<0.1%歷史
DHTDHT Holdings, Inc.SHS NEW4,276$3.20 萬<0.1%歷史
Invesco Exch Traded FD Tr II46138E727RAFI EMRGNG MRKT1,838$3.00 萬<0.1%–
ZLABZai Lab LtdADR810$2.80 萬<0.1%歷史
DTDynatrace, Inc.Stock678$2.40 萬<0.1%歷史
ROGRogers CorpCOM92$2.30 萬<0.1%歷史
AVNTAvient CorpCOM686$2.10 萬<0.1%歷史
CVETCovetrus, Inc.COM1,028$2.10 萬<0.1%歷史
FYBRFrontier Communications Parent, Inc.COM915$2.10 萬<0.1%歷史
OLEDUniversal Display CorpCOM214$2.00 萬<0.1%歷史
HMNHorace Mann Educators CorpCOM518$1.90 萬<0.1%歷史
ESTCElastic N.V.ORD SHS250$1.80 萬<0.1%歷史
Invesco Exchange Traded FD T46137V597RAFI US 1500119$1.70 萬<0.1%–
DAVAEndava plcADS206$1.70 萬<0.1%歷史
OTTROtter Tail CorpCOM221$1.40 萬<0.1%歷史
CTXSCitrix Systems IncCOM130$1.40 萬<0.1%歷史
PBR.APetrobras - Petroleo Brasileiro SASP ADR NON VTG1,180$1.30 萬<0.1%歷史
VIPSVipshop Holdings LtdSPONSORED ADS A1,508$1.30 萬<0.1%歷史
Northern LTS FD Tr IV66538H179MAIN BUYWRITE989$1.20 萬<0.1%–
HNGRHanger, Inc.COM NEW601$1.20 萬<0.1%歷史
First Tr Exchange Traded FD33738R118NASD TECH DIV250$1.10 萬<0.1%–
ALTRAltair Engineering Inc.COM CL A250$1.10 萬<0.1%歷史
BOXBox IncCL A403$1.00 萬<0.1%歷史
BKUBankUnited, Inc.COM289$1.00 萬<0.1%歷史
MSMMSC Industrial Direct Co IncCL A134$1.00 萬<0.1%歷史
PRAProassurance CorpCOM470$9,000<0.1%歷史
SUMOSumo Logic, Inc.COM1,174$9,000<0.1%歷史
Vanguard Utilities ETF92204A876ETF46$7,000<0.1%–
IRMIron Mountain IncCOM150$7,000<0.1%歷史
KMTKennametal IncCOM318$7,000<0.1%歷史
AMCXAMC Global Media Inc.CL A372$7,000<0.1%歷史
PRAAPra Group IncCOM227$7,000<0.1%歷史
ELMEElme CommunitiesSH BEN INT372$7,000<0.1%歷史
PCRXPacira BioSciences, Inc.COM128$7,000<0.1%歷史
FAROFaro Technologies IncCOM258$7,000<0.1%歷史
Adamas Trust, Inc.649604501COM PAR $.022,872$7,000<0.1%–
Healthpeak Properties, Inc.71943U104COM480$7,000<0.1%–
Amplify Blockchain Technology ETF032108607ETF346$6,000<0.1%–
SONOSonos IncCOM388$6,000<0.1%歷史
PAGSPagSeguro Digital Ltd.COM CL A440$6,000<0.1%歷史
PMTPennyMac Mortgage Investment TrustCOM506$6,000<0.1%歷史
NVAXNovavax IncCOM NEW339$6,000<0.1%歷史
J P Morgan Exchange-Traded F46641Q738BETBULD MSCI81$6,000<0.1%–
KAMNKAMAN CorpCOM208$6,000<0.1%歷史
TELFYTelefonica S ASPONSORED ADR1,940$6,000<0.1%歷史
PIIPolaris Inc.Stock50$5,000<0.1%歷史
GNLGlobal Net Lease, Inc.COM NEW486$5,000<0.1%歷史
HRHealthcare Realty Trust IncCL A COM240$5,000<0.1%歷史
NTBBank of N.T. Butterfield & Son LtdSHS NEW153$5,000<0.1%歷史
CMCanadian Imperial Bank of CommerceCOM106$5,000<0.1%歷史
NOKNokia CorpSPONSORED ADR1,253$5,000<0.1%歷史
LBRDKLiberty Broadband CorpCOM SER C65$5,000<0.1%歷史
BRKLBrookline Bancorp IncCOM462$5,000<0.1%歷史
DEAEasterly Government Properties, Inc.COM347$5,000<0.1%歷史
FLICFirst of Long Island CorpCOM310$5,000<0.1%歷史
FDSFactset Research Systems IncStock10$4,000<0.1%歷史
GIIIG III Apparel Group LtdCOM329$4,000<0.1%歷史
DNNDenison Mines Corp.COM3,030$4,000<0.1%歷史
MPAAMotorcar Parts of America IncCOM236$4,000<0.1%歷史
COLMColumbia Sportswear CoCOM65$4,000<0.1%歷史
KODKEastman Kodak CoCOM NEW911$4,000<0.1%歷史
OCULOcular Therapeutix, IncCOM906$4,000<0.1%歷史
LONALeonaBio, Inc.COM1,382$4,000<0.1%歷史
HAHawaiian Holdings IncCOM311$4,000<0.1%歷史
MODVModivCare IncCOM41$4,000<0.1%歷史
SPNESeaSpine Holdings CorpCOM683$4,000<0.1%歷史
Tenneco Inc880349105CL A VTG COM STK250$4,000<0.1%–
MYRGMyr Group Inc.COM40$3,000<0.1%歷史
CENXCentury Aluminum CoCOM534$3,000<0.1%歷史
TDSTelephone & Data Systems IncCOM NEW235$3,000<0.1%歷史
THRMGentherm IncCOM54$3,000<0.1%歷史
AORTArtivion, Inc.COM183$3,000<0.1%歷史
CRICarters IncCOM48$3,000<0.1%歷史
OSISOsi Systems IncCOM37$3,000<0.1%歷史
CBUCommunity Financial System, Inc.COM44$3,000<0.1%歷史
STCStewart Information Services CorpCOM64$3,000<0.1%歷史
PRLBProto Labs IncCOM86$3,000<0.1%歷史
GPMTGranite Point Mortgage Trust Inc.COM STK421$3,000<0.1%歷史
BBDBank BradescoSP ADR PFD NEW711$3,000<0.1%歷史
AHRTAH Realty Trust, Inc.COM342$3,000<0.1%歷史
CFFNCapitol Federal Financial, Inc.COM375$3,000<0.1%歷史