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Livermore
Livermore
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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
UBSUBS Group AGStock7,945$19.6 萬<0.1%+557+7.5%加碼歷史
American Centy ETF Tr025072356REAL ESTATE ETF5,203$19.5 萬<0.1%+256+5.2%加碼–
BCEBce IncCOM NEW5,089$19.4 萬<0.1%+3,472+214.7%加碼歷史
AIGAmerican International Group, Inc.Stock3,189$19.3 萬<0.1%+131+4.3%加碼歷史
VRTXVertex Pharmaceuticals IncStock554$19.3 萬<0.1%+15+2.8%加碼歷史
WFWoori Financial Group Inc.SPONSORED ADS6,976$19.1 萬<0.1%+409+6.2%加碼歷史
OUNZVanEck Merk Gold ETFGOLD SHS10,689$19.1 萬<0.1%00.0%不變歷史
ARESAres Management CorpCL A COM STK1,851$19.0 萬<0.1%00.0%不變歷史
NVSNovartis AGADR1,867$19.0 萬<0.1%−497−21.0%減碼歷史
IBMInternational Business Machines CorpStock1,347$18.9 萬<0.1%−44−3.2%減碼歷史
MOAltria Group, Inc.Stock4,492$18.9 萬<0.1%−542−10.8%減碼歷史
State Street Health Care Select Sector SPDR ETF81369Y209ETF1,465$18.9 萬<0.1%−10−0.7%減碼–
SLFSun Life Financial IncCOM3,860$18.8 萬<0.1%−3,142−44.9%減碼歷史
RELXRELX PLCSPONSORED ADR5,587$18.8 萬<0.1%+277+5.2%加碼歷史
CTSHCognizant Technology Solutions CorpCL A2,758$18.7 萬<0.1%−46−1.6%減碼歷史
ARCCAres Capital CorpCEF9,476$18.4 萬<0.1%00.0%不變歷史
EHCEncompass Health CorpCOM2,713$18.2 萬<0.1%+347+14.7%加碼歷史
CORCencora, Inc.Stock1,005$18.1 萬<0.1%−30−2.9%減碼歷史
HMCHonda Motor Co LtdADR ECH CNV IN 35,361$18.0 萬<0.1%+146+2.8%加碼歷史
SHOPShopify Inc.Stock3,281$17.9 萬<0.1%−227−6.5%減碼歷史
iShares Core High Dividend ETF46429B663ETF1,809$17.9 萬<0.1%00.0%不變–
Vanguard Energy ETF92204A306ETF1,406$17.8 萬<0.1%+565+67.2%加碼–
TFCTruist Financial CorpCOM6,219$17.8 萬<0.1%−2,870−31.6%減碼歷史
BKRBaker Hughes CoCL A4,991$17.6 萬<0.1%−470−8.6%減碼歷史
iShares Core MSCI Eafe ETF46432F842ETF2,739$17.6 萬<0.1%+1,159+73.4%加碼–
iShares Tr464287622RUS 1000 ETF749$17.6 萬<0.1%+288+62.5%加碼–
HLTHilton Worldwide Holdings Inc.COM1,170$17.6 萬<0.1%−23−1.9%減碼歷史
MAINMain Street Capital CORPCEF4,283$17.4 萬<0.1%−200−4.5%減碼歷史
AEPAmerican Electric Power Co IncStock2,271$17.1 萬<0.1%+221+10.8%加碼歷史
APDAir Products & Chemicals, Inc.Stock602$17.1 萬<0.1%+85+16.4%加碼歷史
BTIBritish American Tobacco p.l.c.SPONSORED ADR5,418$17.0 萬<0.1%+1,056+24.2%加碼歷史
VRTVertiv Holdings CoCOM CL A4,567$17.0 萬<0.1%+9+0.2%加碼歷史
OTISOtis Worldwide CorpStock2,110$16.9 萬<0.1%−3−0.1%減碼歷史
Vanguard Materials ETF92204A801ETF982$16.9 萬<0.1%+399+68.4%加碼–
IMOImperial Oil LtdCOM NEW2,723$16.8 萬<0.1%+10+0.4%加碼歷史
VZVerizon Communications IncStock5,166$16.7 萬<0.1%−1,329−20.5%減碼歷史
PKXPosco Holdings Inc.SPONSORED ADR1,628$16.7 萬<0.1%−48−2.9%減碼歷史
Vanguard Industrials ETF92204A603ETF853$16.6 萬<0.1%+317+59.1%加碼–
TTETotalEnergies SESPONSORED ADS2,525$16.6 萬<0.1%−18−0.7%減碼歷史
SMGScotts Miracle-Gro CoStock3,200$16.5 萬<0.1%−33−1.0%減碼歷史
WRKWestRock CoCOM4,585$16.4 萬<0.1%−90−1.9%減碼歷史
ROKRockwell Automation, IncStock573$16.4 萬<0.1%−64−10.0%減碼歷史
PHYSSprott Physical Gold TrustPHYSICAL GOLD TR11,427$16.4 萬<0.1%00.0%不變歷史
SLBSLB LimitedStock2,796$16.3 萬<0.1%+321+13.0%加碼歷史
ALGNAlign Technology IncCOM532$16.2 萬<0.1%+13+2.5%加碼歷史
TAT&T Inc.Stock10,774$16.2 萬<0.1%+1,803+20.1%加碼歷史
WMWaste Management IncStock1,061$16.2 萬<0.1%−67−5.9%減碼歷史
PHParker-Hannifin CorpStock412$16.0 萬<0.1%−25−5.7%減碼歷史
Dimensional ETF Trust25434V658GLOBAL REAL EST7,146$16.0 萬<0.1%+1,714+31.6%加碼–
BFAMBright Horizons Family Solutions Inc.COM1,952$15.9 萬<0.1%−39−2.0%減碼歷史
SFMSprouts Farmers Market, Inc.COM3,693$15.8 萬<0.1%+43+1.2%加碼歷史
UALUnited Airlines Holdings, Inc.COM3,736$15.8 萬<0.1%+372+11.1%加碼歷史
NSCNorfolk Southern CorpStock801$15.8 萬<0.1%−79−9.0%減碼歷史
iShares Tr46434V456MSCI INTL QUALTY4,671$15.7 萬<0.1%+85+1.9%加碼–
Innovator ETFs Trust45782C789US EQTY BUFR JUL4,552$15.7 萬<0.1%−538−10.6%減碼–
ALLAllstate CorpStock1,389$15.5 萬<0.1%+47+3.5%加碼歷史
YUMYum Brands IncStock1,238$15.5 萬<0.1%+1+0.1%加碼歷史
NSITInsight Enterprises IncCOM1,063$15.5 萬<0.1%+3+0.3%加碼歷史
ITWIllinois Tool Works IncStock667$15.4 萬<0.1%−8−1.2%減碼歷史
EMEEMCOR Group, Inc.Stock730$15.4 萬<0.1%00.0%不變歷史
CEGConstellation Energy CorpStock1,407$15.3 萬<0.1%−21−1.5%減碼歷史
GSKGSK plcADR4,227$15.3 萬<0.1%+843+24.9%加碼歷史
GDGeneral Dynamics CorpStock687$15.2 萬<0.1%+42+6.5%加碼歷史
Schwab U.S. Large-Cap ETF808524201ETF2,988$15.1 萬<0.1%+428+16.7%加碼–
ROPRoper Technologies IncStock312$15.1 萬<0.1%+56+21.9%加碼歷史
GMGeneral Motors CoCOM4,546$15.0 萬<0.1%+79+1.8%加碼歷史
CHDChurch & Dwight Co IncCOM1,618$14.8 萬<0.1%+39+2.5%加碼歷史
CCitigroup IncStock3,592$14.8 萬<0.1%−1,577−30.5%減碼歷史
TTDTrade Desk, Inc.Stock1,890$14.8 萬<0.1%+11+0.6%加碼歷史
TDGTransDigm Group INCCOM175$14.7 萬<0.1%−23−11.6%減碼歷史
TTTrane Technologies plcSHS721$14.6 萬<0.1%+113+18.6%加碼歷史
Invesco Exch Traded FD Tr II46138E354S&P500 LOW VOL2,480$14.6 萬<0.1%−1,009−28.9%減碼–
HCAHCA Healthcare, Inc.COM591$14.5 萬<0.1%−7−1.2%減碼歷史
DECKDeckers Outdoor CorpCOM280$14.4 萬<0.1%+7+2.6%加碼歷史
ZMZoom Communications, Inc.Stock2,051$14.3 萬<0.1%−68−3.2%減碼歷史
VMCVulcan Materials COCOM707$14.3 萬<0.1%−8−1.1%減碼歷史
PHGKoninklijke Philips NVNY REGIS SHS NEW7,053$14.1 萬<0.1%00.0%不變歷史
CNQCanadian Natural Resources LtdCOM2,174$14.1 萬<0.1%+3+0.1%加碼歷史
SHGShinhan Financial Group Co LtdSPN ADR RESTRD5,253$13.9 萬<0.1%+2,160+69.8%加碼歷史
WDAYWorkday, Inc.CL A647$13.9 萬<0.1%+93+16.8%加碼歷史
ARWArrow Electronics, Inc.COM1,105$13.8 萬<0.1%+4+0.4%加碼歷史
TWNKHostess Brands, Inc.CL A4,147$13.8 萬<0.1%−125−2.9%減碼歷史
GIBCgi IncCL A1,399$13.8 萬<0.1%−7−0.5%減碼歷史
APHAmphenol CorpCL A1,619$13.6 萬<0.1%+60+3.8%加碼歷史
BIIBBiogen Inc.COM520$13.4 萬<0.1%−3−0.6%減碼歷史
GWWW.W. Grainger, Inc.Stock192$13.3 萬<0.1%+13+7.3%加碼歷史
EWEdwards Lifesciences CorpStock1,914$13.3 萬<0.1%−1,496−43.9%減碼歷史
MCHPMicrochip Technology IncStock1,691$13.2 萬<0.1%−294−14.8%減碼歷史
iShares Iboxx $ Investment Grade Corporate Bond ETF464287242ETF1,293$13.2 萬<0.1%+936+262.2%加碼–
KHCKraft Heinz CoStock3,811$12.8 萬<0.1%+553+17.0%加碼歷史
DOCUDocuSign, Inc.Stock3,047$12.8 萬<0.1%−729−19.3%減碼歷史
APTVAptiv PLCSHS1,298$12.8 萬<0.1%+68+5.5%加碼歷史
AMEAmetek IncCOM865$12.8 萬<0.1%+4+0.5%加碼歷史
DOWDow Inc.Stock2,474$12.8 萬<0.1%−15−0.6%減碼歷史
VanEck Semiconductor ETF92189F676ETF875$12.7 萬<0.1%+375+75.0%加碼–
NUENucor CorpCOM811$12.7 萬<0.1%−118−12.7%減碼歷史
BXMTBlackstone Mortgage Trust, Inc.COM CL A5,812$12.6 萬<0.1%−229−3.8%減碼歷史
FOFCohen & Steers Closed-End Opportunity Fund, Inc.COM12,235$12.6 萬<0.1%00.0%不變歷史
iShares Tr46429B7470-5 YR TIPS ETF1,294$12.5 萬<0.1%−324−20.0%減碼–
SPGIS&P Global Inc.Stock340$12.4 萬<0.1%+15+4.6%加碼歷史

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