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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
最新申報
2026/7/24

2023 年第 4 季持倉

持倉截至 2023/12/31,2024/2/9 申報。只含多頭部位,變化是跟 2023 年第 3 季比股數。

機構總覽
持股檔數
2,637
較 2023 年第 3 季 +142
總值
$10.9 億
較 2023 年第 3 季 +$1.49 億 (+15.8%)
申報日
2024/2/9
SEC
EverSource Wealth Advisors, LLC 在 2023 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
EQIXEquinix IncCOM453$36.5 萬<0.1%−35−7.2%減碼歷史
iShares Tr46435G409MSCI INTL VLU FT13,737$36.4 萬<0.1%−4,526−24.8%減碼–
RFRegions Financial CorpCOM18,669$36.2 萬<0.1%+2,895+18.4%加碼歷史
INTCIntel CorpStock7,189$36.1 萬<0.1%−127−1.7%減碼歷史
ICEIntercontinental Exchange, Inc.Stock2,789$35.8 萬<0.1%+112+4.2%加碼歷史
ODFLOld Dominion Freight Line, Inc.COM883$35.8 萬<0.1%+75+9.3%加碼歷史
iShares Russell Mid-Cap Value ETF464287473ETF3,073$35.7 萬<0.1%+361+13.3%加碼–
JKHYJack Henry & Associates IncStock2,171$35.5 萬<0.1%−7−0.3%減碼歷史
Dimensional ETF Trust25434V658GLOBAL REAL EST13,641$35.4 萬<0.1%+6,495+90.9%加碼–
MOSMosaic CoCOM9,889$35.3 萬<0.1%−366−3.6%減碼歷史
MACMacerich CoCOM22,310$34.4 萬<0.1%−1,886−7.8%減碼歷史
Northern LTS FD Tr IV66538H658INSPIRE GBL HOPE9,585$34.2 萬<0.1%+8,696+978.2%加碼–
iShares Tr464288646ISHS 1-5YR INVS6,669$34.2 萬<0.1%+6,654+44,360.0%加碼–
ADMArcher-Daniels-Midland CoStock4,718$34.1 萬<0.1%−799−14.5%減碼歷史
LULUlululemon athletica inc.Stock663$33.9 萬<0.1%−7−1.0%減碼歷史
iShares Inc46434G822MSCI JAPAN ETF5,228$33.5 萬<0.1%+5,228新進–
THOThor Industries IncCOM2,835$33.5 萬<0.1%−4−0.1%減碼歷史
MUMicron Technology IncStock3,889$33.2 萬<0.1%+424+12.2%加碼歷史
Pgim ETF Tr69344A107PGIM ULTRA SH BD6,713$33.2 萬<0.1%+12+0.2%加碼–
WITWipro LtdSPON ADR 1 SH59,228$33.0 萬<0.1%−799−1.3%減碼歷史
LHLabcorp Holdings Inc.COM NEW1,429$32.5 萬<0.1%−304−17.5%減碼歷史
SLViShares Silver TrustETF14,824$32.3 萬<0.1%−30−0.2%減碼歷史
SPDR Series Trust78468R739ST NUVE TERM ETF6,729$32.2 萬<0.1%−310−4.4%減碼–
iShares Tr46428743220 YR TR BD ETF3,251$32.2 萬<0.1%+196+6.4%加碼–
ZTSZoetis Inc.Stock1,629$32.2 萬<0.1%+81+5.2%加碼歷史
NXPINXP Semiconductors N.V.COM1,399$32.1 萬<0.1%+159+12.8%加碼歷史
HALHalliburton CoStock8,819$31.9 萬<0.1%−556−5.9%減碼歷史
EXPOExponent IncCOM3,583$31.5 萬<0.1%+101+2.9%加碼歷史
AZPNAspen Technology, Inc.COM1,423$31.3 萬<0.1%−51−3.5%減碼歷史
IBNIcici Bank LtdADR13,131$31.3 萬<0.1%+176+1.4%加碼歷史
CARRCarrier Global CorpStock5,443$31.3 萬<0.1%+36+0.7%加碼歷史
iShares Tr464287861EUROPE ETF5,862$31.0 萬<0.1%−1,109−15.9%減碼–
NSPInsperity, Inc.COM2,641$31.0 萬<0.1%+11+0.4%加碼歷史
EEni SpASPONSORED ADR9,101$31.0 萬<0.1%+439+5.1%加碼歷史
SAIASaia IncCOM696$30.5 萬<0.1%−70−9.1%減碼歷史
WMBWilliams Companies, Inc.COM8,647$30.1 萬<0.1%+771+9.8%加碼歷史
NOCNorthrop Grumman CorpStock642$30.1 萬<0.1%−85−11.7%減碼歷史
DHRDanaher CorpStock1,297$30.0 萬<0.1%+85+7.0%加碼歷史
AGNTAGNT, Inc.COM19,264$29.9 萬<0.1%+3,201+19.9%加碼歷史
VZVerizon Communications IncStock7,926$29.9 萬<0.1%+2,760+53.4%加碼歷史
Victory Portfolios II92647N782VCSHS US 500 ENH4,907$29.8 萬<0.1%−6,118−55.5%減碼–
Vanguard Information Technology ETF92204A702ETF614$29.7 萬<0.1%−54−8.1%減碼–
TDYTeledyne Technologies IncCOM661$29.5 萬<0.1%−18−2.7%減碼歷史
CICigna GroupStock982$29.4 萬<0.1%−61−5.8%減碼歷史
Victory Portfolios II92647N865VCSHS US LRG CAP5,022$29.4 萬<0.1%−7,444−59.7%減碼–
DKNGDraftKings Inc.Stock8,291$29.2 萬<0.1%−735−8.1%減碼歷史
ONOn Semiconductor CorpStock3,485$29.1 萬<0.1%−176−4.8%減碼歷史
NEENextera Energy IncStock4,765$28.9 萬<0.1%−214−4.3%減碼歷史
ISRGIntuitive Surgical IncCOM NEW854$28.8 萬<0.1%+62+7.8%加碼歷史
DLBDolby Laboratories, Inc.COM CL A3,339$28.8 萬<0.1%+43+1.3%加碼歷史
GEGeneral Electric CoStock2,241$28.6 萬<0.1%−83−3.6%減碼歷史
Vanguard Real Estate ETF922908553ETF3,235$28.6 萬<0.1%−886−21.5%減碼–
Schwab US Tips ETF808524870ETF5,453$28.5 萬<0.1%+909+20.0%加碼–
SKYChampion Homes, Inc.Stock3,820$28.4 萬<0.1%−15−0.4%減碼歷史
ADIAnalog Devices IncStock1,427$28.3 萬<0.1%−360−20.1%減碼歷史
MDLZMondelez International, Inc.Stock3,912$28.3 萬<0.1%−123−3.0%減碼歷史
CHEChemed CorpCOM483$28.2 萬<0.1%+2+0.4%加碼歷史
INTUIntuit Inc.Stock449$28.1 萬<0.1%+16+3.7%加碼歷史
BBVABanco Bilbao Vizcaya Argentaria, S.A.SPONSORED ADR30,662$27.9 萬<0.1%+1,933+6.7%加碼歷史
AONAon plcCL A959$27.9 萬<0.1%+50+5.5%加碼歷史
IQVIQVIA Holdings Inc.Stock1,182$27.3 萬<0.1%+37+3.2%加碼歷史
ZWSZurn Elkay Water Solutions CorpCOM9,269$27.3 萬<0.1%+9,269新進歷史
SPGSimon Property Group Inc.REIT1,904$27.2 萬<0.1%−6,200−76.5%減碼歷史
CSXCSX CorpStock7,812$27.1 萬<0.1%+244+3.2%加碼歷史
AEPAmerican Electric Power Co IncStock3,331$27.1 萬<0.1%+1,060+46.7%加碼歷史
ENBEnbridge IncStock7,497$27.0 萬<0.1%+704+10.4%加碼歷史
KEYSKeysight Technologies, Inc.Stock1,685$26.8 萬<0.1%−406−19.4%減碼歷史
GILDGilead Sciences, Inc.Stock3,295$26.7 萬<0.1%+211+6.8%加碼歷史
IBKRInteractive Brokers Group, Inc.Stock3,208$26.6 萬<0.1%−118−3.5%減碼歷史
SNPSSynopsys IncCOM516$26.6 萬<0.1%+29+6.0%加碼歷史
Invesco Exchange Traded FD T46137V746LARG CAP GRO ETF3,398$26.4 萬<0.1%−137−3.9%減碼–
Northern LTS FD Tr IV66538H633INSPIRE CORP BD11,146$26.3 萬<0.1%+9,620+630.4%加碼–
AMPAmeriprise Financial IncCOM689$26.2 萬<0.1%+18+2.7%加碼歷史
MSCIMSCI Inc.Stock462$26.1 萬<0.1%−4−0.9%減碼歷史
LWLamb Weston Holdings, Inc.Stock2,412$26.1 萬<0.1%+41+1.7%加碼歷史
CDWCDW CorpCOM1,144$26.0 萬<0.1%+54+5.0%加碼歷史
UBSUBS Group AGStock8,364$25.8 萬<0.1%+419+5.3%加碼歷史
ETNEaton Corp plcStock1,072$25.8 萬<0.1%+32+3.1%加碼歷史
HUBSHubSpot IncCOM443$25.7 萬<0.1%+2+0.5%加碼歷史
ROLRollins IncCOM5,858$25.6 萬<0.1%−209−3.4%減碼歷史
STLAStellantis N.V.SHS10,863$25.3 萬<0.1%+430+4.1%加碼歷史
FCXFreeport-McMoran IncStock5,923$25.2 萬<0.1%−158−2.6%減碼歷史
TUTelus CorpCOM14,142$25.2 萬<0.1%−5,789−29.0%減碼歷史
CMECME Group Inc.COM1,194$25.2 萬<0.1%−219−15.5%減碼歷史
ULUnilever PLCSPON ADR NEW5,166$25.0 萬<0.1%−9,688−65.2%減碼歷史
Invesco Exch Traded FD Tr II46138E354S&P500 LOW VOL3,959$24.8 萬<0.1%+1,479+59.6%加碼–
WFWoori Financial Group Inc.SPONSORED ADS8,197$24.8 萬<0.1%+1,221+17.5%加碼歷史
LRCXLam Research CorpCOM307$24.1 萬<0.1%−24−7.3%減碼歷史
Fidelity Covington Trust31609A305ENHANCED LARGE9,146$24.0 萬<0.1%+9,146新進–
KBKB Financial Group Inc.SPONSORED ADR5,794$24.0 萬<0.1%+870+17.7%加碼歷史
TFCTruist Financial CorpCOM6,461$23.9 萬<0.1%+242+3.9%加碼歷史
FERGFerguson Enterprises Inc.SHS1,234$23.8 萬<0.1%−268−17.8%減碼歷史
CAGConagra Brands Inc.Stock8,301$23.8 萬<0.1%+187+2.3%加碼歷史
RELXRELX PLCSPONSORED ADR5,974$23.7 萬<0.1%+387+6.9%加碼歷史
OTISOtis Worldwide CorpStock2,603$23.3 萬<0.1%+493+23.4%加碼歷史
ULTAUlta Beauty, Inc.Stock470$23.0 萬<0.1%−24−4.9%減碼歷史
SMCISuper Micro Computer, Inc.COM805$22.9 萬<0.1%+19+2.4%加碼歷史
CORCencora, Inc.Stock1,112$22.8 萬<0.1%+107+10.6%加碼歷史
CHDChurch & Dwight Co IncCOM2,413$22.8 萬<0.1%+795+49.1%加碼歷史
SYKStryker CorpStock760$22.8 萬<0.1%−22−2.8%減碼歷史

2023 年第 3 季之後清倉(158 檔)

2023 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 158 檔。

EverSource Wealth Advisors, LLC 在 2023 年第 3 季之後清倉的部位
證券類別2023 年第 3 季股數2023 年第 3 季市值2023 年第 3 季佔組合 %紀錄
VMWVmware LLCCL A COM2,815$46.9 萬<0.1%歷史
Northern LTS FD Tr IV66538H591MAIN SECTR ROTN9,620$40.5 萬<0.1%–
TWNKHostess Brands, Inc.CL A4,147$13.8 萬<0.1%歷史
HZNPHorizon Therapeutics Public Ltd CoSHS1,021$11.8 萬<0.1%歷史
Legg Mason ETF Invt Tr524682101CLRBRG GWT ETF2,750$11.2 萬<0.1%–
ATVIActivision Blizzard, Inc.COM1,148$10.7 萬<0.1%歷史
TRTNTriton International LtdCL A1,233$9.81 萬<0.1%歷史
FHIFederated Hermes, Inc.CL B2,164$7.33 萬<0.1%歷史
Nuveen PFD & Incm Securties67072C105COM8,186$5.05 萬<0.1%–
Victory Portfolios II92647N881VCSHS INTL HG DV1,587$4.74 萬<0.1%–
COOKTraeger, Inc.COMMON STOCK16,500$4.50 萬<0.1%歷史
Vanguard Admiral FDS Inc921932794SMLCP 600 GRTH448$4.22 萬<0.1%–
Starboard Invt Tr85521B783ADAPTIVE HDGD MU5,169$3.71 萬<0.1%–
SPDR Series Trust78468R549SP O&G EQP SERV312$2.99 萬<0.1%–
Victory Portfolios II92647N873VCSHS US SMCP HG589$2.88 萬<0.1%–
iShares Tr46435G516ESG AW MSCI EAFE372$2.57 萬<0.1%–
iShares Inc46434G848MSCI GBL ETF NEW581$2.31 萬<0.1%–
Abcam PLC000380204ADS896$2.03 萬<0.1%–
Northern LTS FD Tr IV66538H179MAIN BUYWRITE1,421$1.89 萬<0.1%–
KMFKayne Anderson NextGen Energy & Infrastructure, Inc.COM2,609$1.86 萬<0.1%歷史
LPROOpen Lending CorpCOM2,310$1.69 萬<0.1%歷史
iShares Tr46435U663ESG AWARE MSCI502$1.69 萬<0.1%–
CIRCircor International IncCOM303$1.69 萬<0.1%歷史
iShares Tr464287754US INDUSTRIALS150$1.51 萬<0.1%–
VRTVVeritiv CorpCOM86$1.45 萬<0.1%歷史
Fidelity High Dividend ETF316092840ETF317$1.22 萬<0.1%–
PEBPebblebrook Hotel TrustCOM879$1.19 萬<0.1%歷史
Northern LTS FD Tr IV66538H278MAIN THEMATC IN806$1.09 萬<0.1%–
PFSProvident Financial Services IncCOM716$1.09 萬<0.1%歷史
First Tr Exch Traded FD III33739E108PFD SECS INC ETF653$1.04 萬<0.1%–
PIMCO ETF Tr72201R817INV GRD CRP BD102$9,295<0.1%–
SGENSeagen Inc.COM40$8,486<0.1%歷史
HTLDHeartland Express IncCOM479$7,037<0.1%歷史
REIRing Energy, Inc.COM3,491$6,807<0.1%歷史
NATINational Instruments CorpCOM112$6,678<0.1%歷史
PACWPacwest BancorpCOM791$6,257<0.1%歷史
iShares Tr464288844US OIL EQ&SV ETF250$6,010<0.1%–
ASIXAdvanSix Inc.COM193$5,998<0.1%歷史
ALEXAlexander & Baldwin, Inc.COM340$5,688<0.1%歷史
PDCOPatterson Companies, Inc.COM172$5,098<0.1%歷史
AMSFAmerisafe IncCOM101$5,057<0.1%歷史
CDPCopt Defense PropertiesREIT207$4,933<0.1%歷史
MCSMarcus CorpCOM314$4,867<0.1%歷史
KALUKaiser Aluminum CorpCOM PAR $0.0162$4,666<0.1%歷史
EFTEaton Vance Floating-Rate Income TrustCOM375$4,616<0.1%歷史
Tricon Residential Inc Com NPV89612W102COM608$4,499<0.1%–
FFFutureFuel Corp.COM610$4,374<0.1%歷史
TRUETrueCar, Inc.COM2,083$4,312<0.1%歷史
LGIHLGI Homes, Inc.COM42$4,179<0.1%歷史
ACCOAcco Brands CorpCOM709$4,070<0.1%歷史
UHTUniversal Health Realty Income TrustSH BEN INT99$4,003<0.1%歷史
RNGRingCentral, Inc.CL A133$3,941<0.1%歷史
ADEAAdeia Inc.COM359$3,834<0.1%歷史
AKUAkumin Inc.COM25,800$3,764<0.1%歷史
GDRXGoodRx Holdings, Inc.COM CL A600$3,378<0.1%歷史
ARGOArgo Group International Holdings, Inc.COM112$3,342<0.1%歷史
FCFFirst Commonwealth Financial CorpCOM257$3,138<0.1%歷史
SNPOSnap One Holdings Corp.COM339$3,132<0.1%歷史
CSRCenterspaceCOM51$3,073<0.1%歷史
DENNDENNY'S CorpCOM358$3,032<0.1%歷史
ONEWOneWater Marine Inc.CL A COM114$2,921<0.1%歷史
RBBRBB BancorpCOM220$2,812<0.1%歷史
DAVAEndava plcADS48$2,753<0.1%歷史
STBAS&T Bancorp IncCOM99$2,681<0.1%歷史
NXGNNextgen Healthcare, Inc.COM112$2,658<0.1%歷史
BHCBausch Health Companies Inc.Stock314$2,581<0.1%歷史
DENDenbury IncCOM26$2,548<0.1%歷史
SAGESage Therapeutics, Inc.COM119$2,449<0.1%歷史
BEAMBeam Therapeutics Inc.COM92$2,213<0.1%歷史
SHENShenandoah Telecommunications CoCOM104$2,143<0.1%歷史
GMEGameStop Corp.Stock128$2,107<0.1%歷史
AVTAAvantax, Inc.COM82$2,098<0.1%歷史
Flexshares Tr33939L753CR SCORED LONG50$2,005<0.1%–
Huaneng PWR Intl Inc443304100SPON ADR H SHS100$1,856<0.1%–
NGNovagold Resources IncCOM NEW483$1,855<0.1%歷史
PETSPetmed Express IncCOM181$1,855<0.1%歷史
FORMFormfactor IncCOM53$1,852<0.1%歷史
WOLFWolfspeed, Inc.Stock47$1,791<0.1%歷史
CHPTChargePoint Holdings, Inc.COM CL A350$1,740<0.1%歷史
ZIPZiprecruiter, Inc.CL A145$1,739<0.1%歷史
SPDR Series Trust78464A656ST STR TIPS ETF69$1,714<0.1%–
ETF Managers Tr26924G102PRIME JUNIR SLVR200$1,696<0.1%–
iShares Inc464286657MSCI BIC ETF50$1,681<0.1%–
LLYVALiberty Live Holdings, Inc.COM LBTY LIV S A51$1,628<0.1%歷史
IIPRInnovative Industrial Properties IncCOM21$1,589<0.1%歷史
SAMBoston Beer Co IncCL A4$1,558<0.1%歷史
CMRXChimerix IncCOM1,551$1,489<0.1%歷史
ALECAlector, Inc.COM225$1,458<0.1%歷史
MRCYMercury Systems IncCOM38$1,409<0.1%歷史
CEQPCrestwood Equity Partners LPUNIT LTD PARTNER46$1,346<0.1%歷史
TENBTenable Holdings, Inc.COM30$1,344<0.1%歷史
UPLDUpland Software, Inc.COM259$1,197<0.1%歷史
NEXANexa Resources S.A.COM196$1,186<0.1%歷史
LITELumentum Holdings Inc.COM24$1,084<0.1%歷史
PRKSUnited Parks & Resorts Inc.COM23$1,064<0.1%歷史
KRONKronos Bio, Inc.COM813$1,057<0.1%歷史
GKOSGLAUKOS CorpCOM14$1,054<0.1%歷史
VERVVerve Therapeutics, Inc.COM79$1,048<0.1%歷史
SIBNSI-BONE, Inc.COM49$1,041<0.1%歷史
HNSTHonest Company, Inc.COM826$1,041<0.1%歷史