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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
最新申報
2026/7/24

2024 年第 1 季持倉

持倉截至 2024/3/31,2024/6/11 申報。只含多頭部位,變化是跟 2023 年第 4 季比股數。

機構總覽
持股檔數
2,900
較 2023 年第 4 季 +263
總值
$12.7 億
較 2023 年第 4 季 +$1.80 億 (+16.5%)
申報日
2024/6/11
修正SEC
EverSource Wealth Advisors, LLC 在 2024 年第 1 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
iShares Tr464288646ISHS 1-5YR INVS8,394$42.6 萬<0.1%+1,725+25.9%加碼–
ADPAutomatic Data Processing IncStock1,754$42.4 萬<0.1%+156+9.8%加碼歷史
Vanguard Index FDS922908652EXTEND MKT ETF2,571$42.1 萬<0.1%−60−2.3%減碼–
BKNGBooking Holdings Inc.Stock122$42.1 萬<0.1%00.0%不變歷史
WSCWillScot Holdings CorpCOM CL A11,302$41.8 萬<0.1%+45+0.4%加碼歷史
Timothy Plan887432284US LARGE MID CP17,570$41.7 萬<0.1%−11,121−38.8%減碼–
iShares S&P 500 Value ETF464287408ETF2,328$41.6 萬<0.1%+2,023+663.3%加碼–
CEFSprott Physical Gold & Silver TrustPHYSICAL GOLD AN19,579$41.3 萬<0.1%+19,579新進歷史
iShares Tr46429B507MSCI IRELAND ETF6,194$41.2 萬<0.1%+4,166+205.4%加碼–
IBNIcici Bank LtdADR14,953$41.2 萬<0.1%+1,822+13.9%加碼歷史
NDSNNordson CorpCOM1,585$40.9 萬<0.1%−7−0.4%減碼歷史
GPNGlobal Payments IncStock3,327$40.8 萬<0.1%+21+0.6%加碼歷史
ZBRAZebra Technologies CorpCL A1,297$40.8 萬<0.1%−173−11.8%減碼歷史
AZNAstraZeneca PLCSPONSORED ADR5,317$40.3 萬<0.1%−195−3.5%減碼歷史
Vanguard Long-Term Treasury ETF92206C847ETF7,255$40.3 萬<0.1%−5,059−41.1%減碼–
Vanguard Information Technology ETF92204A702ETF812$40.2 萬<0.1%+198+32.2%加碼–
IBMInternational Business Machines CorpStock2,405$40.0 萬<0.1%+1,035+75.5%加碼歷史
FERGFerguson Enterprises Inc.SHS1,896$39.8 萬<0.1%+662+53.6%加碼歷史
Victory Portfolios II92647N824VCSHS US EQ INCM6,846$39.6 萬<0.1%−3,939−36.5%減碼–
HSYHershey CoCOM2,037$39.5 萬<0.1%+1,830+884.1%加碼歷史
CEGConstellation Energy CorpStock2,122$39.5 萬<0.1%+328+18.3%加碼歷史
EFXEquifax IncCOM1,791$39.4 萬<0.1%+240+15.5%加碼歷史
AALAmerican Airlines Group Inc.Stock29,116$39.3 萬<0.1%+26,391+968.5%加碼歷史
ETNEaton Corp plcStock1,230$39.2 萬<0.1%+158+14.7%加碼歷史
TERTeradyne, IncStock3,347$38.9 萬<0.1%−63−1.8%減碼歷史
WRBBerkley W R CorpCOM4,996$38.5 萬<0.1%−184−3.6%減碼歷史
iShares MSCI India ETF46429B598ETF7,282$38.1 萬<0.1%+7,257+29,028.0%加碼–
iShares Tr46435G409MSCI INTL VLU FT13,700$38.1 萬<0.1%−37−0.3%減碼–
PAYXPaychex IncStock3,203$38.1 萬<0.1%+137+4.5%加碼歷史
WCNWaste Connections, Inc.COM2,326$37.7 萬<0.1%−242−9.4%減碼歷史
GDGeneral Dynamics CorpStock1,311$37.6 萬<0.1%+596+83.4%加碼歷史
ODFLOld Dominion Freight Line, Inc.COM2,059$37.4 萬<0.1%+293+16.6%加碼依 2 比 1 拆股換算歷史
WITWipro LtdSPON ADR 1 SH68,081$36.7 萬<0.1%+8,853+14.9%加碼歷史
SITESiteOne Landscape Supply, Inc.COM2,325$36.5 萬<0.1%−285−10.9%減碼歷史
Pgim ETF Tr69344A107PGIM ULTRA SH BD7,295$36.3 萬<0.1%+582+8.7%加碼–
CRLCharles River Laboratories International, Inc.COM1,568$35.9 萬<0.1%00.0%不變歷史
LENLennar CorpCL A2,366$35.9 萬<0.1%−234−9.0%減碼歷史
Vanguard Real Estate ETF922908553ETF4,462$35.5 萬<0.1%+1,227+37.9%加碼–
FCXFreeport-McMoran IncStock7,081$35.4 萬<0.1%+1,158+19.6%加碼歷史
JKHYJack Henry & Associates IncStock2,168$35.3 萬<0.1%−3−0.1%減碼歷史
IBKRInteractive Brokers Group, Inc.Stock3,062$35.2 萬<0.1%−146−4.6%減碼歷史
RFRegions Financial CorpCOM18,230$35.1 萬<0.1%−439−2.4%減碼歷史
WMWaste Management IncStock1,683$35.0 萬<0.1%+637+60.9%加碼歷史
First Tr Exchange-Traded FD33738D879FT VEST RIS15,111$34.9 萬<0.1%+10,291+213.5%加碼–
NXPINXP Semiconductors N.V.COM1,356$34.7 萬<0.1%−43−3.1%減碼歷史
CSXCSX CorpStock10,431$34.7 萬<0.1%+2,619+33.5%加碼歷史
CCitigroup IncStock5,637$34.6 萬<0.1%+1,417+33.6%加碼歷史
BLKBlackRock, Inc.COM458$34.5 萬<0.1%−6−1.3%減碼歷史
DECKDeckers Outdoor CorpCOM421$34.5 萬<0.1%+138+48.8%加碼歷史
BBVABanco Bilbao Vizcaya Argentaria, S.A.SPONSORED ADR32,118$34.4 萬<0.1%+1,456+4.7%加碼歷史
KBKB Financial Group Inc.SPONSORED ADR6,304$34.0 萬<0.1%+510+8.8%加碼歷史
DHRDanaher CorpStock1,366$33.7 萬<0.1%+69+5.3%加碼歷史
ICEIntercontinental Exchange, Inc.Stock2,609$33.6 萬<0.1%−180−6.5%減碼歷史
XELXcel Energy IncStock6,239$33.5 萬<0.1%+4+0.1%加碼歷史
CORCencora, Inc.Stock1,361$32.5 萬<0.1%+249+22.4%加碼歷史
ISRGIntuitive Surgical IncCOM NEW876$32.5 萬<0.1%+22+2.6%加碼歷史
WMBWilliams Companies, Inc.COM8,459$32.4 萬<0.1%−188−2.2%減碼歷史
SNPSSynopsys IncCOM611$32.4 萬<0.1%+95+18.4%加碼歷史
ENBEnbridge IncStock9,069$32.2 萬<0.1%+1,572+21.0%加碼歷史
iShares Tr464288760US AER DEF ETF2,476$32.2 萬<0.1%+1,725+229.7%加碼–
ZTSZoetis Inc.Stock2,003$31.9 萬<0.1%+374+23.0%加碼歷史
COLBColumbia Banking System, Inc.COM16,868$31.7 萬<0.1%+16,741+13,181.9%加碼歷史
LRCXLam Research CorpCOM353$31.6 萬<0.1%+46+15.0%加碼歷史
Hartford FDS Exchange Traded41653L404SCHRDRS TAX BD16,556$31.6 萬<0.1%+16,556新進–
NOCNorthrop Grumman CorpStock649$31.5 萬<0.1%+7+1.1%加碼歷史
NSPInsperity, Inc.COM3,033$31.2 萬<0.1%+392+14.8%加碼歷史
MOSMosaic CoCOM9,916$31.1 萬<0.1%+27+0.3%加碼歷史
CHHChoice Hotels International IncCOM2,631$31.1 萬<0.1%+644+32.4%加碼歷史
AEPAmerican Electric Power Co IncStock3,570$30.7 萬<0.1%+239+7.2%加碼歷史
CICigna GroupStock859$30.6 萬<0.1%−123−12.5%減碼歷史
iShares Tr464287861EUROPE ETF5,596$30.4 萬<0.1%−266−4.5%減碼–
PNCPNC Financial Services Group, Inc.Stock1,984$30.4 萬<0.1%+1,103+125.2%加碼歷史
Leuthold FDS Inc527289789CORE ETF9,217$30.0 萬<0.1%+9,217新進–
ZWSZurn Elkay Water Solutions CorpCOM9,560$29.9 萬<0.1%+291+3.1%加碼歷史
State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847ETF5,923$29.7 萬<0.1%+5,923新進–
PXDPioneer Natural Resources CoCOM1,104$29.7 萬<0.1%−2,727−71.2%減碼歷史
IQVIQVIA Holdings Inc.Stock1,280$29.7 萬<0.1%+98+8.3%加碼歷史
iShares S&P Mid-Cap 400 Value ETF464287705ETF2,668$29.6 萬<0.1%+1,441+117.4%加碼–
TTTrane Technologies plcSHS928$29.5 萬<0.1%+72+8.4%加碼歷史
SGNSigning Day Sports, Inc.COM1,128,500$29.4 萬<0.1%+1,128,500新進歷史
ANETArista Networks, Inc.COM1,137$29.2 萬<0.1%+443+63.8%加碼歷史
ADIAnalog Devices IncStock1,449$29.1 萬<0.1%+22+1.5%加碼歷史
EEni SpASPONSORED ADR9,032$28.9 萬<0.1%−69−0.8%減碼歷史
GMGeneral Motors CoCOM6,460$28.8 萬<0.1%+752+13.2%加碼歷史
SPDR Index Shs FDS78470E106ST STR MSCI EAFE7,180$28.7 萬<0.1%+7,180新進–
SAIASaia IncCOM723$28.7 萬<0.1%+27+3.9%加碼歷史
Invesco Exchange Traded FD T46137V746LARG CAP GRO ETF3,373$28.7 萬<0.1%−25−0.7%減碼–
SKYChampion Homes, Inc.Stock3,820$28.6 萬<0.1%00.0%不變歷史
INTUIntuit Inc.Stock457$28.6 萬<0.1%+8+1.8%加碼歷史
TAT&T Inc.Stock16,930$28.6 萬<0.1%+6,327+59.7%加碼歷史
AMPAmeriprise Financial IncCOM694$28.6 萬<0.1%+5+0.7%加碼歷史
MMM3M CoStock2,929$28.3 萬<0.1%+2,206+305.1%加碼歷史
EXPOExponent IncCOM3,069$28.2 萬<0.1%−514−14.3%減碼歷史
ORealty Income CorpREIT5,215$27.9 萬<0.1%+4,524+654.7%加碼歷史
WFWoori Financial Group Inc.SPONSORED ADS8,943$27.9 萬<0.1%+746+9.1%加碼歷史
ADMArcher-Daniels-Midland CoStock4,754$27.9 萬<0.1%+36+0.8%加碼歷史
AZPNAspen Technology, Inc.COM1,415$27.9 萬<0.1%−8−0.6%減碼歷史
CHEChemed CorpCOM487$27.7 萬<0.1%+4+0.8%加碼歷史
iShares Core MSCI Total International Stock ETF46432F834ETF4,160$27.6 萬<0.1%−7,111−63.1%減碼–
ROLRollins IncCOM6,181$27.5 萬<0.1%+323+5.5%加碼歷史

2023 年第 4 季之後清倉(147 檔)

2023 年第 4 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 147 檔。

EverSource Wealth Advisors, LLC 在 2023 年第 4 季之後清倉的部位
證券類別2023 年第 4 季股數2023 年第 4 季市值2023 年第 4 季佔組合 %紀錄
iShares Inc46434G822MSCI JAPAN ETF5,228$33.5 萬<0.1%–
iShares Inc464286764MSCI SPAIN ETF3,972$12.2 萬<0.1%–
SRCSpirit Realty Capital, Inc.COM NEW2,178$9.52 萬<0.1%歷史
iShares Trust iShares 0-1 Year Treasury Bond ETF464288679ETF737$8.12 萬<0.1%–
MDCSekisui House U.S., Inc.COM824$4.55 萬<0.1%歷史
Vanguard World FD921910709EXTENDED DUR381$3.09 萬<0.1%–
KRTXKaruna Therapeutics, Inc.COM88$2.79 萬<0.1%歷史
SPDR Series Trust78464A789ST STR SP INS500$2.26 萬<0.1%–
CBAYCymaBay Therapeutics, Inc.COM786$1.86 萬<0.1%歷史
Natura &CO Hldg S A63884N108ADS2,468$1.69 萬<0.1%–
RPT Realty74971D101SH BEN INT1,273$1.63 萬<0.1%–
Unified Ser Tr90470L527ONEASCENT LARGE583$1.45 萬<0.1%–
DISHDISH Network CORPCL A2,494$1.44 萬<0.1%歷史
ICFIICF International, Inc.Stock100$1.34 萬<0.1%歷史
Healthpeak Properties, Inc.71943U104COM1,003$1.33 萬<0.1%–
LTHMLivent Corp.COM670$1.20 萬<0.1%歷史
WNS Hldgs Ltd92932M101SPON ADR182$1.15 萬<0.1%–
SKWDSkyward Specialty Insurance Group, Inc.COM320$1.08 萬<0.1%歷史
KREFKKR Real Estate Finance Trust Inc.COM771$1.02 萬<0.1%歷史
iShares Tr464288752US HOME CONS ETF93$9,488<0.1%–
PLURPluri Inc.COM16,000$9,272<0.1%歷史
Schwab Fundamental Emerging Markets Equity ETF808524730ETF329$8,929<0.1%–
IMGNImmunoGen, Inc.COM300$8,895<0.1%歷史
SEI Exchange Traded Funds81589A403QIM US LARGE VOL337$8,717<0.1%–
DRSLeonardo DRS, Inc.Stock430$8,617<0.1%歷史
DCHDauch CorpCOM978$8,616<0.1%歷史
PCRXPacira BioSciences, Inc.COM247$8,334<0.1%歷史
iShares Tr464288687PFD AND INCM SEC254$7,937<0.1%–
STAGSTAG Industrial, Inc.COM190$7,459<0.1%歷史
SNSharkNinja, Inc.COM SHS140$7,164<0.1%歷史
iShares Tr464288612INTRM GOV CR ETF65$6,821<0.1%–
VSHVishay Intertechnology IncCOM277$6,644<0.1%歷史
CLSCelestica IncSUB VTG SHS226$6,617<0.1%歷史
ROADConstruction Partners, Inc.COM CL A150$6,528<0.1%歷史
WOOFPetco Health & Wellness Company, Inc.CL A COM2,007$6,342<0.1%歷史
JAMFJamf Holding Corp.COM328$5,924<0.1%歷史
VRNAVerona Pharma plcSPONSORED ADS295$5,865<0.1%歷史
SFLSFL Corp Ltd.SHS505$5,696<0.1%歷史
CRDOCredo Technology Group Holding LtdStock250$4,868<0.1%歷史
SPLKSplunk IncCOM31$4,723<0.1%歷史
PACBPacific Biosciences of California, Inc.COM465$4,562<0.1%歷史
RLGTRadiant Logistics, IncCOM648$4,303<0.1%歷史
PRVAPrivia Health Group, Inc.COM181$4,168<0.1%歷史
Niocorp Developments Ltd654484104COM1,273$4,061<0.1%–
Invesco Exch Traded FD Tr II46138E727RAFI EMRGNG MRKT198$3,782<0.1%–
AMPHAmphastar Pharmaceuticals, Inc.COM60$3,711<0.1%歷史
ARAntero Resources CorpCOM152$3,448<0.1%歷史
Bloom Energy Corp093712AH0NOTE 2.500% 8/13,000$3,422<0.1%–
ADAMAdamas Trust, Inc.COM386$3,293<0.1%歷史
iShares 1-10 Year U.S. Aggregate Bond ETF464288596ETF31$3,221<0.1%–
iShares Tr464288166AGENCY BOND ETF30$3,205<0.1%–
QGENQiagen N.V.SHS NEW65$2,823<0.1%歷史
IVRInvesco Mortgage Capital Inc.COM306$2,712<0.1%歷史
MicroStrategy Inc594972AE1NOTE 2/13,000$2,595<0.1%–
Textainer Group Holdings LtdG8766E109SHS52$2,558<0.1%–
MRTXMirati Therapeutics, Inc.COM42$2,468<0.1%歷史
iShares Tr46435G250HIGH YLD SYSTM B53$2,449<0.1%–
RCKTRocket Pharmaceuticals, Inc.COM80$2,398<0.1%歷史
CMBMFCambium Networks CorpSHS388$2,328<0.1%歷史
FLYYSpirit Aviation Holdings, Inc.COM140$2,295<0.1%歷史
CNSCohen & Steers, Inc.COM30$2,272<0.1%歷史
XNCRXencor IncCOM103$2,187<0.1%歷史
RCUSArcus Biosciences, Inc.COM108$2,063<0.1%歷史
ECPGEncore Capital Group IncCOM40$2,030<0.1%歷史
REPLReplimune Group, Inc.COM240$2,023<0.1%歷史
CATCCambridge BancorpCOM29$2,013<0.1%歷史
PRLBProto Labs IncCOM50$1,948<0.1%歷史
TUPTupperware Brands CorpCOM852$1,704<0.1%歷史
State Street SPDR Portfolio S&P 500 Value ETF78464A508ETF35$1,632<0.1%–
iShares Tr46435G334MSCI UK ETF NEW49$1,619<0.1%–
JOUTJohnson Outdoors IncCL A30$1,603<0.1%歷史
ZHZhihu Inc.ADS1,710$1,601<0.1%歷史
UNFIUnited Natural Foods IncCOM98$1,591<0.1%歷史
iShares Tr464288521CRE U S REIT ETF29$1,574<0.1%–
ALHCAlignment Healthcare, Inc.COM180$1,550<0.1%歷史
Vanguard Intl Equity Index F922042676GLB EX US ETF36$1,533<0.1%–
MDRXVeradigm Inc.COM146$1,532<0.1%歷史
Schwab Fundamental U.S. Large Company ETF808524771ETF24$1,487<0.1%–
OPIOffice Properties Income TrustCOM SHS BEN INT199$1,457<0.1%歷史
First Tr Energy Income & Gro33738G104COM100$1,448<0.1%–
KIDSOrthopediatrics CorpCOM44$1,430<0.1%歷史
VREXVarex Imaging CorpCOM69$1,415<0.1%歷史
QTWOQ2 Holdings, Inc.COM32$1,389<0.1%歷史
STKSONE Group Hospitality, Inc.COM227$1,389<0.1%歷史
IMKTAIngles Markets IncCL A16$1,382<0.1%歷史
iShares Tr46434V274INTL EQTY FACTOR47$1,317<0.1%–
ERASErasca, Inc.COM610$1,299<0.1%歷史
WINAWinmark CorpCOM3$1,253<0.1%歷史
Schwab Fundamental International Small Equity ETF808524748ETF35$1,220<0.1%–
YOUClear Secure, Inc.COM CL A59$1,218<0.1%歷史
Fidelity Covington Trust316092303CONSMR STAPLES26$1,160<0.1%–
GORVLazydays Holdings, Inc.COM164$1,156<0.1%歷史
MBUUMalibu Boats, Inc.COM CL A20$1,096<0.1%歷史
AFCGAdvanced Flower Capital Inc.COM90$1,083<0.1%歷史
THRXTheseus Pharmaceuticals, Inc.COM267$1,081<0.1%歷史
PLRXPliant Therapeutics, Inc.COM59$1,068<0.1%歷史
TCSContainer Store Group, Inc.COM466$1,062<0.1%歷史
PRMPerimeter Solutions, Inc.COMMON STOCK218$1,003<0.1%歷史
CPECallon Petroleum CoCOM30$972<0.1%歷史
VTYXVentyx Biosciences, Inc.COM382$944<0.1%歷史