跳到主要內容
Livermore
Livermore
中文EN

EverSource Wealth Advisors, LLC

SEC CIK
0001710537
最新申報
2026/7/24

2023 年第 3 季持倉

持倉截至 2023/9/30，2023/11/3 申報。只含多頭部位，變化是跟 2023 年第 2 季比股數。

機構總覽
持股檔數
2,495
較 2023 年第 2 季 +4
總值
$9.43 億
較 2023 年第 2 季 +$3,582 萬 (+3.9%)
申報日
2023/11/3
SEC
EverSource Wealth Advisors, LLC 在 2023 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
American Centy ETF Tr025072877US SML CP VALU8,146$63.5 萬0.1%+291+3.7%加碼–
DGXQuest Diagnostics IncCOM5,197$63.3 萬0.1%−345−6.2%減碼歷史
iShares S&P 100 ETF464287101ETF3,103$62.3 萬0.1%+64+2.1%加碼–
iShares Tr464288885EAFE GRWTH ETF7,148$61.7 萬0.1%−2,785−28.0%減碼–
DVNDevon Energy CorpStock12,852$61.3 萬0.1%−609−4.5%減碼歷史
VanEck ETF Trust92189H409HIGH YLD MUNIETF12,484$61.3 萬0.1%−3,417−21.5%減碼–
Pacer FDS Tr69374H709GLOBL CASH ETF18,824$61.3 萬0.1%+4,417+30.7%加碼–
UPSUnited Parcel Service IncStock3,839$59.8 萬0.1%−309−7.4%減碼歷史
WisdomTree Tr97717X578EM EX ST-OWNED22,317$59.5 萬0.1%+10,002+81.2%加碼–
BUDAnheuser-Busch InBev SA/NVADR10,746$59.4 萬0.1%−439−3.9%減碼歷史
Vanguard Emerging Markets Government Bond ETF921946885ETF9,940$58.8 萬0.1%−20−0.2%減碼–
iShares Tr4642886613 7 YR TREAS BD5,141$58.2 萬0.1%+35+0.7%加碼–
Capital Group GBL Growth EQT14020X104SHS CREAT UNIT25,104$57.5 萬0.1%+14,824+144.2%加碼–
iShares Tr464287556ISHARES BIOTECH4,647$56.8 萬0.1%−400−7.9%減碼–
CLColgate Palmolive CoStock7,857$55.9 萬0.1%−92−1.2%減碼歷史
PSXPhillips 66Stock4,650$55.9 萬0.1%−183−3.8%減碼歷史
Schwab Strategic Tr808524862SHT TM US TRES11,530$55.2 萬0.1%+1,117+10.7%加碼–
Capital Group Core Equity Et14020V108SHS CREAT UNIT21,912$55.0 萬0.1%+6,514+42.3%加碼–
KOCoca Cola CoStock9,772$54.7 萬0.1%−2,060−17.4%減碼歷史
WisdomTree Tr97717W307US LARGECAP DIVD8,803$54.1 萬0.1%00.0%不變–
LMTLockheed Martin CorpStock1,317$53.9 萬0.1%−95−6.7%減碼歷史
WSCWillScot Holdings CorpCOM CL A12,893$53.6 萬0.1%+27+0.2%加碼歷史
POOLPool CorpCOM1,490$53.0 萬0.1%+7+0.5%加碼歷史
PKGPackaging Corp of AmericaStock3,434$52.7 萬0.1%+23+0.7%加碼歷史
American Centy ETF Tr025072323AVAN US SMAL ETF11,867$52.5 萬0.1%+593+5.3%加碼–
iShares Russell 2000 ETF464287655ETF2,968$52.5 萬0.1%+915+44.6%加碼–
CBChubb LtdStock2,443$50.9 萬0.1%−247−9.2%減碼歷史
BPBP PLCADR12,912$50.0 萬0.1%−420−3.2%減碼歷史
Capital Group Growth ETF14020G101SHS CREAT UNIT20,305$49.7 萬0.1%+8,913+78.2%加碼–
GISGeneral Mills IncStock7,722$49.4 萬0.1%−1,128−12.7%減碼歷史
Global X FDS37954Y673US INFR DEV ETF16,234$49.3 萬0.1%+8,578+112.0%加碼–
Vanguard Total Bond Market ETF921937835ETF7,066$49.3 萬0.1%−5,221−42.5%減碼–
LOWLowes Companies IncStock2,347$48.8 萬0.1%−165−6.6%減碼歷史
BSYBentley Systems IncCOM CL B9,598$48.1 萬0.1%−242−2.5%減碼歷史
MDTMedtronic plcStock6,050$47.4 萬0.1%+99+1.7%加碼歷史
Dimensional ETF Trust25434V831US HIGH PROF ETF18,447$47.4 萬0.1%+18,053+4,582.0%加碼–
VMWVmware LLCCL A COM2,815$46.9 萬<0.1%−145−4.9%減碼歷史
REGNRegeneron Pharmaceuticals, Inc.COM564$46.4 萬<0.1%+83+17.3%加碼歷史
iShares Tr46435G409MSCI INTL VLU FT18,263$46.3 萬<0.1%+2,471+15.6%加碼–
ELVElevance Health, Inc.Stock1,056$46.0 萬<0.1%−20−1.9%減碼歷史
UNPUnion Pacific CorpStock2,247$45.8 萬<0.1%+200+9.8%加碼歷史
Timothy Plan887432334INTL ETF18,808$45.1 萬<0.1%+11,155+145.8%加碼–
PMPhilip Morris International Inc.Stock4,855$45.0 萬<0.1%−220−4.3%減碼歷史
RTXRTX CorpStock6,238$44.9 萬<0.1%+997+19.0%加碼歷史
JJacobs Solutions Inc.COM3,242$44.3 萬<0.1%00.0%不變歷史
LPLALPL Financial Holdings Inc.COM1,852$44.0 萬<0.1%−50−2.6%減碼歷史
SITESiteOne Landscape Supply, Inc.COM2,626$42.9 萬<0.1%−89−3.3%減碼歷史
DIASPDR Dow Jones Industrial Average ETF TrustUT SER 11,272$42.6 萬<0.1%+1+0.1%加碼歷史
Innovator ETFs Trust45782C698US EQUT BUFR AUG12,706$41.9 萬<0.1%+300+2.4%加碼–
ADMArcher-Daniels-Midland CoStock5,517$41.6 萬<0.1%+44+0.8%加碼歷史
Vanguard Index FDS922908652EXTEND MKT ETF2,846$40.8 萬<0.1%−102−3.5%減碼–
Northern LTS FD Tr IV66538H591MAIN SECTR ROTN9,620$40.5 萬<0.1%+9,620新進–
AXPAmerican Express CoStock2,705$40.4 萬<0.1%−220−7.5%減碼歷史
Cyberark Software LtdM2682V108SHS2,455$40.2 萬<0.1%+243+11.0%加碼–
TXNTexas Instruments IncStock2,469$39.2 萬<0.1%−960−28.0%減碼歷史
ASMLASML Holding NVADR665$39.2 萬<0.1%−10−1.5%減碼歷史
iShares Tr46435U218ESG MSCI LEADR5,193$39.2 萬<0.1%−597−10.3%減碼–
LENLennar CorpCL A3,432$38.5 萬<0.1%−577−14.4%減碼歷史
DGDollar General CorpCOM3,621$38.3 萬<0.1%−38,208−91.3%減碼歷史
COOCooper Companies, Inc.COM NEW1,199$38.1 萬<0.1%−32−2.6%減碼歷史
HALHalliburton CoStock9,375$38.0 萬<0.1%−505−5.1%減碼歷史
ZBRAZebra Technologies CorpCL A1,596$37.8 萬<0.1%+22+1.4%加碼歷史
AZNAstraZeneca PLCSPONSORED ADR5,542$37.5 萬<0.1%−593−9.7%減碼歷史
GPNGlobal Payments IncStock3,239$37.4 萬<0.1%+12+0.4%加碼歷史
BKNGBooking Holdings Inc.Stock121$37.3 萬<0.1%−13−9.7%減碼歷史
ADPAutomatic Data Processing IncStock1,535$36.9 萬<0.1%−144−8.6%減碼歷史
FISVFiserv IncStock3,255$36.8 萬<0.1%−328−9.2%減碼歷史
TWLOTwilio IncCL A6,266$36.7 萬<0.1%−371−5.6%減碼歷史
ORLYO Reilly Automotive IncStock403$36.6 萬<0.1%+5+1.3%加碼歷史
MOSMosaic CoCOM10,255$36.5 萬<0.1%−484−4.5%減碼歷史
PYPLPayPal Holdings, Inc.Stock6,244$36.5 萬<0.1%−1,944−23.7%減碼歷史
WSOWatsco IncCOM944$35.7 萬<0.1%−25−2.6%減碼歷史
STZConstellation Brands, Inc.Stock1,416$35.6 萬<0.1%+431+43.8%加碼歷史
NDSNNordson CorpCOM1,593$35.5 萬<0.1%−48−2.9%減碼歷史
EQIXEquinix IncCOM488$35.4 萬<0.1%+116+31.2%加碼歷史
TERTeradyne, IncStock3,504$35.2 萬<0.1%−97−2.7%減碼歷史
FICOFair Isaac CorpCOM402$34.9 萬<0.1%−7−1.7%減碼歷史
LHLabcorp Holdings Inc.COM NEW1,733$34.8 萬<0.1%−139−7.4%減碼歷史
LIILennox International IncCOM930$34.8 萬<0.1%−30−3.1%減碼歷史
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT2,441$34.6 萬<0.1%−103−4.0%減碼–
HSICHenry Schein IncCOM4,621$34.3 萬<0.1%−30−0.6%減碼歷史
ONOn Semiconductor CorpStock3,661$34.0 萬<0.1%−150−3.9%減碼歷史
WCNWaste Connections, Inc.COM2,478$33.3 萬<0.1%−335−11.9%減碼歷史
iShares Tr464287861EUROPE ETF6,971$33.3 萬<0.1%−297−4.1%減碼–
Pgim ETF Tr69344A107PGIM ULTRA SH BD6,701$33.2 萬<0.1%−837−11.1%減碼–
ODFLOld Dominion Freight Line, Inc.COM808$33.1 萬<0.1%−64−7.3%減碼歷史
WRBBerkley W R CorpCOM5,189$32.9 萬<0.1%−314−5.7%減碼歷史
JKHYJack Henry & Associates IncStock2,178$32.9 萬<0.1%−67−3.0%減碼歷史
PAYXPaychex IncStock2,852$32.9 萬<0.1%+96+3.5%加碼歷史
iShares Tr46434V860TRS FLT RT BD6,469$32.8 萬<0.1%+6,469新進–
UBERUber Technologies, IncStock7,099$32.6 萬<0.1%−173−2.4%減碼歷史
TUTelus CorpCOM19,931$32.6 萬<0.1%+7,993+67.0%加碼歷史
SPDR Series Trust78468R739ST NUVE TERM ETF7,039$32.5 萬<0.1%−395−5.3%減碼–
CMGChipotle Mexican Grill IncCOM177$32.4 萬<0.1%−2−1.1%減碼歷史
ANSSAnsys IncCOM1,079$32.1 萬<0.1%−43−3.8%減碼歷史
NOCNorthrop Grumman CorpStock727$32.0 萬<0.1%+19+2.7%加碼歷史
CRLCharles River Laboratories International, Inc.COM1,601$31.4 萬<0.1%−51−3.1%減碼歷史
ADIAnalog Devices IncStock1,787$31.3 萬<0.1%−494−21.7%減碼歷史
Vanguard Real Estate ETF922908553ETF4,121$31.2 萬<0.1%+288+7.5%加碼–
Litman Gregory FDS Tr53700T827IMGP DBI MAN ETF10,579$30.6 萬<0.1%−591−5.3%減碼–

2023 年第 2 季之後清倉（228 檔）

2023 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 228 檔。

EverSource Wealth Advisors, LLC 在 2023 年第 2 季之後清倉的部位
證券類別2023 年第 2 季股數2023 年第 2 季市值2023 年第 2 季佔組合 %紀錄
Alps ETF Tr00162Q452ALERIAN MLP11,713$45.9 萬0.1%–
WWEWorld Wrestling Entertainment, LLCCL A1,173$12.7 萬<0.1%歷史
WESWestern Midstream Partners, LPCOM UNIT LP INT4,152$11.0 萬<0.1%歷史
Bondbloxx ETF Trust09789C861BLOOMBERG ONE YR2,107$10.5 萬<0.1%–
WisdomTree Tr97717Y527FLOATNG RAT TREA1,644$8.27 萬<0.1%–
Bondbloxx ETF Trust09789C788BLOOMBERG SIX MN1,354$6.80 萬<0.1%–
GLDMWorld Gold TrustSPDR GLD MINIS1,661$6.33 萬<0.1%歷史
PDCEPDC Energy, Inc.COM757$5.39 萬<0.1%歷史
SPDR Series Trust78468R721STATE STREET SPD1,016$4.69 萬<0.1%–
iShares Tr464287580US CONSUM DISCRE640$4.55 萬<0.1%–
MMPMagellan Midstream Partners, L.P.COM UNIT RP LP691$4.31 萬<0.1%歷史
Liberty Media Corp Del531229607COM C SIRIUSXM1,278$4.18 萬<0.1%–
Vanguard Intl Equity Index F922042874FTSE EUROPE ETF673$4.15 萬<0.1%–
UNVRUnivar Solutions Inc.COM1,142$4.09 萬<0.1%歷史
iShares Tr46436E7180-3 MTH TREASURY282$2.84 萬<0.1%–
MGEEMge Energy IncCOM326$2.58 萬<0.1%歷史
FETForum Energy Technologies, Inc.Common908$2.32 萬<0.1%歷史
DYDycom Industries IncCOM200$2.27 萬<0.1%歷史
SYNHSyneos Health, Inc.CL A527$2.22 萬<0.1%歷史
SSRMSSR Mining Inc.Stock1,555$2.21 萬<0.1%歷史
INVEINVE Technologies, Inc.COM NEW2,195$1.85 萬<0.1%歷史
SLABSilicon Laboratories Inc.Stock114$1.80 萬<0.1%歷史
USXUS Xpress Enterprises IncCOM CL A2,907$1.78 萬<0.1%歷史
Listed FD Tr53656F144TEUCRIUM AGRI ST500$1.71 萬<0.1%–
ARNCArconic CorpCOM490$1.45 萬<0.1%歷史
PSNParsons CorpCOM221$1.06 萬<0.1%歷史
BTZBlackRock Credit Allocation Income TrustCOM963$9,774<0.1%歷史
Tata MTRS Ltd876568502SPONSORED ADR385$9,679<0.1%–
SCLStepan CoCOM99$9,460<0.1%歷史
CBRLCracker Barrel Old Country Store, IncCOM99$9,225<0.1%歷史
Invesco Exch Traded FD Tr II46138E784EMRNG MKT SVRG444$8,654<0.1%–
BMRNBiomarin Pharmaceutical IncCOM97$8,408<0.1%歷史
MDPediatrix Medical Group, Inc.COM565$8,029<0.1%歷史
ACHAccendra Health IncStock387$7,368<0.1%歷史
ADAMAdamas Trust, Inc.COM680$6,746<0.1%歷史
Liberty Media Corp531229409COM A SIRIUSXM205$6,726<0.1%–
AODabrdn Total Dynamic Dividend FundCOM SH BEN INT738$6,096<0.1%歷史
DOCNDigitalOcean Holdings, Inc.COM149$5,981<0.1%歷史
CBUCommunity Financial System, Inc.COM127$5,954<0.1%歷史
KKR and Co Inc 6 McOnv PFD C48251W401CONVERTIBLE PREFERRED STOCK89$5,883<0.1%–
RNPCohen & Steers REIT & Preferred & Income Fund IncCOM309$5,868<0.1%歷史
Global X FDS37954Y715RBTCS ARTFL INTE200$5,748<0.1%–
Simplify Exchange Traded Fun82889N863VOLATILITY PREM250$5,738<0.1%–
AVDAmerican Vanguard CorpCOM306$5,468<0.1%歷史
OFEDOconee Federal Financial Corp.COM375$5,310<0.1%歷史
AKUAkumin Inc.COM25,800$4,644<0.1%歷史
GDOTGreen Dot CorpCL A245$4,591<0.1%歷史
DEAEasterly Government Properties, Inc.COM311$4,510<0.1%歷史
NTNXNutanix, Inc.Stock160$4,488<0.1%歷史
AEGAegon Ltd.NY REGISTRY SHS868$4,400<0.1%歷史
Pacer FDS Tr69374H840WEALTHSHIELD160$4,386<0.1%–
BOEBlackRock Enhanced Global Dividend TrustCOM426$4,290<0.1%歷史
PKPark Hotels & Resorts Inc.COM330$4,231<0.1%歷史
RVTRoyce Small-Cap Trust, Inc.COM301$4,154<0.1%歷史
MNKDMannkind CorpCOM NEW1,000$4,070<0.1%歷史
HOVHovnanian Enterprises IncCL A NEW40$3,968<0.1%歷史
AVKAdvent Convertible & Income FundCOM331$3,879<0.1%歷史
Invesco Exchange Traded FD T46137V258S&P500 PUR VAL50$3,878<0.1%–
PHKPIMCO High Income FundCOM SHS750$3,750<0.1%歷史
DXDynex Capital IncCOM288$3,626<0.1%歷史
EMDWestern Asset Emerging Markets Debt Fund Inc.COM413$3,560<0.1%歷史
ARRArmour Residential REIT, Inc.COM NEW660$3,518<0.1%歷史
MMTAberdeen Multi-Market Income FundSH BEN INT763$3,441<0.1%歷史
LULufax Holding LtdADS REP SHS CL A2,356$3,369<0.1%歷史
IGRCbre Global Real Estate Income FundCOM629$3,288<0.1%歷史
MCRMFS Charter Income TrustSH BEN INT512$3,231<0.1%歷史
DANDANA IncCOM189$3,213<0.1%歷史
GHYPGIM Global High Yield Fund, Inc.COM290$3,181<0.1%歷史
HLHecla Mining CoCOM603$3,106<0.1%歷史
LSILife Storage, Inc.COM23$3,058<0.1%歷史
JQCNuveen Credit Strategies Income FundCOM SHS594$3,000<0.1%歷史
WIWWestern Asset Inflation-Linked Opportunities & Income FundCEF338$2,995<0.1%歷史
BHKBlackRock Core Bond TrustSHS BEN INT274$2,915<0.1%歷史
VUZIVuzix CorpCOM NEW557$2,841<0.1%歷史
TSEOQTrinseo PLCCOM222$2,813<0.1%歷史
RTLNecessity Retail REIT, Inc.COM CLASS A416$2,812<0.1%歷史
STRLSterling Infrastructure, Inc.COM50$2,790<0.1%歷史
MODVModivCare IncCOM61$2,758<0.1%歷史
ECATBlackRock ESG Capital Allocation Term TrustSHS BEN INT174$2,725<0.1%歷史
BCATBlackRock Capital Allocation Term TrustCOM162$2,471<0.1%歷史
CURVTorrid Holdings Inc.COM865$2,431<0.1%歷史
JRINuveen Real Asset Income & Growth FundCOM211$2,410<0.1%歷史
SLGCSomaLogic, Inc.CLASS A COM1,037$2,395<0.1%歷史
FPFFirst Trust Intermediate Duration Preferred & Income FundCOM152$2,358<0.1%歷史
BWGBrandywineGLOBAL-Global Income Opportunities Fund IncCOM293$2,356<0.1%歷史
AWFAlliancebernstein Global High Income Fund IncCOM233$2,321<0.1%歷史
ISDPGIM High Yield Bond Fund, Inc.COM181$2,248<0.1%歷史
WisdomTree Tr97717W562US SMALLCAP FUND50$2,241<0.1%–
CENXCentury Aluminum CoCOM241$2,102<0.1%歷史
Theratechnologies Inc88338H100COM2,484$2,090<0.1%–
KLICKulicke & Soffa Industries IncCOM35$2,081<0.1%歷史
iShares Tr464287374NORTH AMERN NAT53$2,057<0.1%–
FRFirst Industrial Realty Trust IncCOM39$2,053<0.1%歷史
Chindata Group Hldgs Ltd16955F107ADS283$2,026<0.1%–
JKSJinkoSolar Holding Co., Ltd.SPONSORED ADR45$1,997<0.1%歷史
BMEZBlackRock Health Sciences Term TrustCOM SHS119$1,954<0.1%歷史
STEWSRH Total Return Fund, Inc.COM142$1,886<0.1%歷史
BTXBlackRock Technology & Private Equity Term TrustSHS BEN INT236$1,853<0.1%歷史
NEXNextier Oilfield Solutions Inc.COM198$1,770<0.1%歷史
ISEEIVERIC bio, Inc.COM42$1,652<0.1%歷史