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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
HUMHumana IncStock951$48.7 萬0.1%−103−9.8%減碼歷史
MOSMosaic CoCOM11,073$48.6 萬0.1%−3,329−23.1%減碼歷史
ADPAutomatic Data Processing IncStock2,009$48.0 萬0.1%−596−22.9%減碼歷史
DISWalt Disney CoStock5,428$47.2 萬0.1%−821−13.1%減碼歷史
TFCTruist Financial CorpCOM10,834$46.6 萬0.1%−1,941−15.2%減碼歷史
iShares Tr464288588MBS ETF5,023$46.6 萬0.1%+3,085+159.2%加碼–
CATCaterpillar IncStock1,922$46.1 萬0.1%+236+14.0%加碼歷史
NKENIKE, Inc.Stock3,910$45.8 萬0.1%−119−3.0%減碼歷史
Dimensional ETF Trust25434V732EMERGING MKTS CO20,314$45.6 萬0.1%+2,397+13.4%加碼–
KEYSKeysight Technologies, Inc.Stock2,660$45.5 萬0.1%−477−15.2%減碼歷史
NOCNorthrop Grumman CorpStock823$44.9 萬0.1%−237−22.4%減碼歷史
BPBP PLCADR12,776$44.6 萬0.1%−441−3.3%減碼歷史
Alps ETF Tr00162Q452ALERIAN MLP11,713$44.6 萬0.1%00.0%不變–
FISVFiserv IncStock4,405$44.5 萬0.1%+4,004+998.5%加碼歷史
iShares Tr46435G409MSCI INTL VLU FT18,950$43.9 萬0.1%+471+2.5%加碼–
GLDSPDR Gold TrustETF2,588$43.9 萬0.1%+1,785+222.3%加碼歷史
HPQHP IncStock16,307$43.8 萬0.1%+2,103+14.8%加碼歷史
LHLabcorp Holdings Inc.COM NEW1,830$43.1 萬0.1%−1,307−41.7%減碼歷史
PKGPackaging Corp of AmericaStock3,358$43.0 萬0.1%−902−21.2%減碼歷史
SBUXStarbucks CorpStock4,326$42.9 萬0.1%+1,882+77.0%加碼歷史
LOWLowes Companies IncStock2,135$42.5 萬0.1%−2,536−54.3%減碼歷史
DUKDuke Energy CORPStock4,102$42.3 萬0.1%+1,208+41.7%加碼歷史
ZBRAZebra Technologies CorpCL A1,625$41.7 萬0.1%−742−31.3%減碼歷史
ACNAccenture plcStock1,561$41.6 萬0.1%−200−11.4%減碼歷史
COOCooper Companies, Inc.COM NEW1,253$41.4 萬0.1%−604−32.5%減碼歷史
BMYBristol Myers Squibb CoStock5,755$41.4 萬0.1%+1,622+39.2%加碼歷史
iShares Tr46435U218ESG MSCI LEADR6,115$40.5 萬0.1%+504+9.0%加碼–
Invesco QQQ Trust Series I46090E103ETF1,516$40.4 萬0.1%+739+95.1%加碼–
DHRDanaher CorpStock1,513$40.2 萬0.1%−739−32.8%減碼歷史
Vanguard Real Estate ETF922908553ETF4,856$40.1 萬0.1%+3,183+190.3%加碼–
iShares Tr464288851US OIL GS EX ETF4,250$39.5 萬0.1%+4,250新進–
iShares Tr464287234MSCI EMG MKT ETF10,397$39.4 萬0.1%+2,849+37.7%加碼–
NDSNNordson CorpCOM1,649$39.2 萬0.1%−1,302−44.1%減碼歷史
CAGConagra Brands Inc.Stock10,096$39.1 萬0.1%+276+2.8%加碼歷史
JPMorgan Ultra-Short Income ETF46641Q837ETF7,767$38.9 萬0.1%+7,700+11,492.5%加碼–
iShares Russell 2000 ETF464287655ETF2,218$38.7 萬0.1%+195+9.6%加碼–
CICigna GroupStock1,158$38.4 萬0.1%+197+20.5%加碼歷史
BLKBlackRock, Inc.COM532$37.7 萬0.1%−272−33.8%減碼歷史
Vanguard Total Bond Market ETF921937835ETF5,161$37.1 萬0.1%+269+5.5%加碼–
POOLPool CorpCOM1,225$37.0 萬0.1%−723−37.1%減碼歷史
iShares Tr464287861EUROPE ETF8,157$36.9 萬0.1%−677−7.7%減碼–
Pgim ETF Tr69344A107PGIM ULTRA SH BD7,522$36.9 萬0.1%−3,915−34.2%減碼–
Vanguard Index FDS922908652EXTEND MKT ETF2,777$36.9 萬0.1%−169−5.7%減碼–
BSYBentley Systems IncCOM CL B9,945$36.8 萬0.1%−7,356−42.5%減碼歷史
iShares U.S. Treasury Bond ETF46429B267ETF16,159$36.7 萬0.1%−14,431−47.2%減碼–
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT2,587$36.5 萬0.1%+2,396+1,254.5%加碼–
ASMLASML Holding NVADR661$36.1 萬0.1%00.0%不變歷史
ADIAnalog Devices IncStock2,182$35.8 萬0.1%−6,164−73.9%減碼歷史
VZVerizon Communications IncStock9,032$35.6 萬0.1%+2,432+36.8%加碼歷史
RFRegions Financial CorpCOM16,480$35.5 萬0.1%+241+1.5%加碼歷史
CRLCharles River Laboratories International, Inc.COM1,597$34.8 萬0.1%−1,250−43.9%減碼歷史
EXPOExponent IncCOM3,508$34.8 萬0.1%−2,446−41.1%減碼歷史
PINSPinterest, Inc.CL A14,311$34.7 萬0.1%+9,327+187.1%加碼歷史
AXPAmerican Express CoStock2,351$34.7 萬0.1%+1,209+105.9%加碼歷史
ICEIntercontinental Exchange, Inc.Stock3,384$34.7 萬0.1%−164−4.6%減碼歷史
FSKFS KKR Capital CorpCOM19,782$34.6 萬0.1%+19,782新進歷史
HONHoneywell International IncCOM1,613$34.6 萬0.1%−50−3.0%減碼歷史
Timothy Plan887432342U S SM CP CORE11,352$34.5 萬0.1%+1,322+13.2%加碼–
SITESiteOne Landscape Supply, Inc.COM2,932$34.4 萬0.1%−1,420−32.6%減碼歷史
CPRTCopart IncCOM5,630$34.3 萬0.1%−4,158−42.5%減碼依 2 比 1 拆股換算歷史
iShares Tr464287556ISHARES BIOTECH2,579$33.9 萬0.1%+2,579新進–
iShares Tr464287721U.S. TECH ETF4,543$33.8 萬0.1%+4,278+1,614.3%加碼–
Capital Group Dividend Value14020W106SHS CREAT UNIT13,918$32.8 萬<0.1%+6,631+91.0%加碼–
TWLOTwilio IncCL A6,704$32.8 萬<0.1%+5,954+793.9%加碼歷史
SCHWSchwab Charles CorpStock3,934$32.8 萬<0.1%+458+13.2%加碼歷史
GPNGlobal Payments IncStock3,261$32.4 萬<0.1%−603−15.6%減碼歷史
Capital Group Core Equity Et14020V108SHS CREAT UNIT14,403$32.3 萬<0.1%+10,445+263.9%加碼–
EPDEnterprise Products Partners L.P.Stock13,397$32.3 萬<0.1%+3,300+32.7%加碼歷史
SPDR Series Trust78468R739ST NUVE TERM ETF6,851$32.2 萬<0.1%−7,962−53.8%減碼–
TERTeradyne, IncStock3,638$31.8 萬<0.1%−2,496−40.7%減碼歷史
IBKRInteractive Brokers Group, Inc.Stock4,361$31.6 萬<0.1%−3,416−43.9%減碼歷史
ULUnilever PLCSPON ADR NEW6,231$31.4 萬<0.1%+892+16.7%加碼歷史
IBNIcici Bank LtdADR14,251$31.2 萬<0.1%+3,059+27.3%加碼歷史
BABoeing CoStock1,633$31.1 萬<0.1%+1,027+169.5%加碼歷史
GMEDGlobus Medical IncStock4,130$30.7 萬<0.1%−633−13.3%減碼歷史
FICOFair Isaac CorpCOM510$30.5 萬<0.1%−298−36.9%減碼歷史
REGNRegeneron Pharmaceuticals, Inc.COM423$30.5 萬<0.1%+156+58.4%加碼歷史
SLViShares Silver TrustETF13,818$30.4 萬<0.1%−25−0.2%減碼歷史
ORLYO Reilly Automotive IncStock359$30.3 萬<0.1%−222−38.2%減碼歷史
EFXEquifax IncCOM1,559$30.3 萬<0.1%−1,178−43.0%減碼歷史
KMBKimberly Clark CorpStock2,231$30.3 萬<0.1%+731+48.7%加碼歷史
iShares Inc464286533MSCI EMERG MRKT5,696$30.2 萬<0.1%+2,620+85.2%加碼–
JKHYJack Henry & Associates IncStock1,713$30.1 萬<0.1%−1,105−39.2%減碼歷史
TAT&T Inc.Stock16,258$29.9 萬<0.1%+4,864+42.7%加碼歷史
Schwab Strategic Tr808524862SHT TM US TRES6,175$29.8 萬<0.1%+3,933+175.4%加碼–
MDLZMondelez International, Inc.Stock4,448$29.6 萬<0.1%+114+2.6%加碼歷史
DEODiageo PLCSPON ADR NEW1,650$29.4 萬<0.1%−477−22.4%減碼歷史
AONAon plcCL A978$29.4 萬<0.1%−165−14.4%減碼歷史
ETNEaton Corp plcStock1,870$29.4 萬<0.1%+885+89.8%加碼歷史
WMBWilliams Companies, Inc.COM8,654$28.5 萬<0.1%+557+6.9%加碼歷史
iShares MSCI USA Min Vol Factor ETF46429B697ETF3,940$28.4 萬<0.1%+239+6.5%加碼–
HPEHewlett Packard Enterprise CoCOM17,752$28.3 萬<0.1%−1,785−9.1%減碼歷史
ELEstee Lauder Companies IncCL A1,137$28.2 萬<0.1%+87+8.3%加碼歷史
Cyberark Software LtdM2682V108SHS2,159$28.0 萬<0.1%+2,018+1,431.2%加碼–
STTState Street CorpCOM3,596$27.9 萬<0.1%−391−9.8%減碼歷史
ULTAUlta Beauty, Inc.Stock590$27.7 萬<0.1%−1,070−64.5%減碼歷史
iShares Russell Mid-Cap Value ETF464287473ETF2,624$27.6 萬<0.1%+2,597+9,618.5%加碼–
TDYTeledyne Technologies IncCOM691$27.6 萬<0.1%−484−41.2%減碼歷史
ETEnergy Transfer LPCOM UT LTD PTN23,102$27.4 萬<0.1%+6,218+36.8%加碼歷史
ANSSAnsys IncCOM1,132$27.3 萬<0.1%−403−26.3%減碼歷史

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