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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
最新申報
2026/7/24

2022 年第 1 季持倉

持倉截至 2022/3/31,2022/5/25 申報。只含多頭部位,變化是跟 2021 年第 4 季比股數。

機構總覽
持股檔數
1,717
較 2021 年第 4 季 −66
總值
$3.94 億
較 2021 年第 4 季 +$3,713 萬 (+10.4%)
申報日
2022/5/25
SEC
EverSource Wealth Advisors, LLC 在 2022 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
Schwab U.S. Large-Cap Growth ETF808524300ETF4$00.0%00.0%不變依 2 比 1 拆股換算–
VNTVontier CorpStock1$00.0%−47−97.9%減碼歷史
Dimensional Emerging Core Equity Market ETF25434V302ETF2$00.0%+2新進–
KDKyndryl Holdings, Inc.Stock47$00.0%−17−26.6%減碼歷史
ZIMVZimVie Inc.Stock22$00.0%+22新進歷史
ALBAlbemarle CorpStock2$00.0%−7−77.8%減碼歷史
UAAUnder Armour, Inc.Stock14$00.0%−37−72.5%減碼歷史
TECHBIO-TECHNE CorpCOM1$00.0%+1新進歷史
TPGTPG Inc.COM CL A2$00.0%+2新進歷史
Dimensional ETF Trust25434V203INTL CORE EQT MK5$00.0%+5新進–
SLVMSylvamo CorpCOMMON STOCK9$00.0%00.0%不變歷史
LEN.BLennar CorpCL B1$00.0%00.0%不變歷史
VSXYVictoria's Secret & Co.COMMON STOCK6$00.0%−30−83.3%減碼歷史
MANUManchester United plcORD CL A10$00.0%00.0%不變歷史
Direxion Shares ETF Trust25460G609DAI ENE BUL ETF4$00.0%−21−84.0%減碼–
Dimensional ETF Trust25434V104US CORE EQT MKT9$00.0%+9新進–
Pacer FDS Tr69374H741DATA AND INFRAST10$00.0%−109−91.6%減碼–
BYNDBeyond Meat, Inc.COM5$00.0%−27−84.4%減碼歷史
BRCCBRC Inc.COM CL A5$00.0%+5新進歷史
FLNAFilana Therapeutics, Inc.COM5$00.0%00.0%不變歷史
KODKodiak Sciences Inc.COM40$00.0%00.0%不變歷史
LELands' End, Inc.COM3$00.0%00.0%不變歷史
VYXNCR Voyix CorpCOM12$00.0%00.0%不變歷史
NVCRNovoCure LtdORD SHS12$00.0%+12新進歷史
AJRDAerojet Rocketdyne Holdings, Inc.COM6$00.0%+6新進歷史
AEVAAeva Technologies, Inc.COM100$00.0%00.0%不變歷史
AUVIApplied UV, Inc.COM100$00.0%00.0%不變歷史
EXASExact Sciences CorpCOM5$00.0%00.0%不變歷史
IZEAIZEA Worldwide, Inc.COM7$00.0%00.0%不變歷史
Mobile Telesystems PJSC607409109SPONSORED ADR424$00.0%00.0%不變–
SWNSouthwestern Energy CoCOM1$00.0%00.0%不變歷史
PSFEPaysafe LtdORD40$00.0%00.0%不變歷史
Schwab Emerging Markets Equity ETF808524706ETF23$1,000<0.1%−44−65.7%減碼–
Vanguard Consumer Staples ETF92204A207ETF4$1,000<0.1%00.0%不變–
ARK Blockchain & Fintech Innovation ETF00214Q708ETF28$1,000<0.1%00.0%不變–
FSLRFirst Solar, Inc.Stock10$1,000<0.1%00.0%不變歷史
PATHUiPath, Inc.Stock40$1,000<0.1%−175−81.4%減碼歷史
GXOGXO Logistics, Inc.Stock14$1,000<0.1%00.0%不變歷史
ONLOrion Properties Inc.REIT49$1,000<0.1%+49新進歷史
KTBKontoor Brands, Inc.Stock36$1,000<0.1%00.0%不變歷史
ALKTAlkami Technology, Inc.Stock102$1,000<0.1%00.0%不變歷史
FFIVF5, Inc.Stock6$1,000<0.1%00.0%不變歷史
TDCTeradata CorpStock12$1,000<0.1%00.0%不變歷史
ARK ETF Tr00214Q807SPACE & DEFENSE50$1,000<0.1%00.0%不變–
QSQuantumScape CorpCOM CL A50$1,000<0.1%−87−63.5%減碼歷史
JXNJackson Financial Inc.COM CL A18$1,000<0.1%−143−88.8%減碼歷史
FBINFortune Brands Innovations, Inc.COM17$1,000<0.1%00.0%不變歷史
MHKMohawk Industries IncCOM5$1,000<0.1%00.0%不變歷史
RLRalph Lauren CorpCL A8$1,000<0.1%−11−57.9%減碼歷史
HOGHarley-Davidson, Inc.COM14$1,000<0.1%00.0%不變歷史
iShares Tr46434V274INTL EQTY FACTOR38$1,000<0.1%+2+5.6%加碼–
MUFGMitsubishi Ufj Financial Group IncSPONSORED ADS174$1,000<0.1%00.0%不變歷史
BFHBread Financial Holdings, Inc.COM17$1,000<0.1%00.0%不變歷史
BBIOBridgeBio Pharma, Inc.COM109$1,000<0.1%00.0%不變歷史
SPDR Series Trust78464A821ST STR SP400GRW20$1,000<0.1%00.0%不變–
PACBPacific Biosciences of California, Inc.COM113$1,000<0.1%00.0%不變歷史
HSICHenry Schein IncCOM16$1,000<0.1%+4+33.3%加碼歷史
TBBKBancorp, Inc.COM51$1,000<0.1%00.0%不變歷史
RIGTransocean Ltd.REGISTERED SHS240$1,000<0.1%00.0%不變歷史
SRPTSarepta Therapeutics, Inc.COM17$1,000<0.1%00.0%不變歷史
BCEBce IncCOM NEW18$1,000<0.1%+18新進歷史
CGCarlyle Group Inc.COM28$1,000<0.1%00.0%不變歷史
NXHNeighborhood Intelligence, Inc.COM18$1,000<0.1%00.0%不變歷史
ZZillow Group, Inc.CL C CAP STK30$1,000<0.1%+30新進歷史
AKBAAkebia Therapeutics, Inc.COM1,250$1,000<0.1%00.0%不變歷史
ALDXAldeyra Therapeutics, Inc.COM213$1,000<0.1%00.0%不變歷史
BANDBandwidth Inc.COM CL A33$1,000<0.1%00.0%不變歷史
CATOCato CorpCL A73$1,000<0.1%00.0%不變歷史
CSRCenterspaceCOM15$1,000<0.1%00.0%不變歷史
HLITHarmonic Inc.COM140$1,000<0.1%00.0%不變歷史
NWSNews CorpCL B44$1,000<0.1%00.0%不變歷史
NVAXNovavax IncCOM NEW17$1,000<0.1%00.0%不變歷史
SLQTSelectQuote, Inc.COM259$1,000<0.1%00.0%不變歷史
SPDR Index Shs FDS78463X863ST DOW INTL ETF40$1,000<0.1%00.0%不變–
WWRWestwater Resources, Inc.COM NEW500$1,000<0.1%00.0%不變歷史
AMCAMC Entertainment Holdings, Inc.CL A COM55$1,000<0.1%00.0%不變歷史
ACCAmerican Campus Communities IncCOM12$1,000<0.1%00.0%不變歷史
ARRArmour Residential REIT, Inc.COM NEW167$1,000<0.1%+167新進歷史
DMDesktop Metal, Inc.COM CL A180$1,000<0.1%00.0%不變歷史
NAPADuckhorn Portfolio, Inc.COM33$1,000<0.1%00.0%不變歷史
DRRXDurect CorpCOM1,000$1,000<0.1%00.0%不變歷史
FBCFlagstar Bancorp IncCOM PAR .00132$1,000<0.1%00.0%不變歷史
Global X FDS37950E408MSCI CHINA CNSMR50$1,000<0.1%−140−73.7%減碼–
HMTVHemisphere Media Group, Inc.CL A323$1,000<0.1%−72−18.2%減碼歷史
HTHersha Hospitality TrustPR SHS BEN INT135$1,000<0.1%00.0%不變歷史
NVTAInvitae CorpCOM121$1,000<0.1%00.0%不變歷史
JPMorgan Chase & Co46625H365ALERIAN ML ETN30$1,000<0.1%00.0%不變–
NGLNGL Energy Partners LPCOM UNIT REPST250$1,000<0.1%00.0%不變歷史
NATINational Instruments CorpCOM29$1,000<0.1%00.0%不變歷史
Northern LTS FD Tr IV66538H351INDPIRE FAITH LR30$1,000<0.1%00.0%不變–
Northern LTS FD Tr IV66538H369INSPIRE FAITH MD31$1,000<0.1%00.0%不變–
ProShares Tr74347B169ONLINE RTL ETF30$1,000<0.1%00.0%不變–
The Very Good Food Co Inc Cad88340B109Common Stock1,000$1,000<0.1%00.0%不變–
VZIOVizio Holding Corp.CL A COM90$1,000<0.1%−125−58.1%減碼歷史
AMCRAmcor plcORD126$1,000<0.1%−48−27.6%減碼歷史
Jacob FDS Inc469785703FORWARD ETF100$1,000<0.1%00.0%不變–
WEBRWeber Inc.CL A142$1,000<0.1%−396−73.6%減碼歷史
Schwab U.S. Large-Cap ETF808524201ETF46$2,000<0.1%+28+155.6%加碼依 2 比 1 拆股換算–
UGIUgi CorpStock52$2,000<0.1%+52新進歷史
LUMNLumen Technologies, Inc.Stock176$2,000<0.1%−910−83.8%減碼歷史

2021 年第 4 季之後清倉(213 檔)

2021 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 213 檔。

EverSource Wealth Advisors, LLC 在 2021 年第 4 季之後清倉的部位
證券類別2021 年第 4 季股數2021 年第 4 季市值2021 年第 4 季佔組合 %紀錄
ETF Ser Solutions26922A511US DIVERSIFIED11,512$45.4 萬0.1%–
iShares S&P Mid-Cap 400 Growth ETF464287606ETF4,240$36.2 萬0.1%–
PLANAnaplan, Inc.COM4,015$18.4 萬0.1%歷史
iShares Select Dividend ETF464287168ETF734$9.00 萬<0.1%–
ZSZscaler, Inc.Stock250$8.00 萬<0.1%歷史
MDYSPDR S&P Midcap 400 ETF TrustETF108$5.60 萬<0.1%歷史
BURLBurlington Stores, Inc.COM131$3.80 萬<0.1%歷史
NETCloudflare, Inc.CL A COM261$3.40 萬<0.1%歷史
OPTUOptimum Communications, Inc.CL A2,029$3.30 萬<0.1%歷史
Farfetch Ltd30744W107ORD SH CL A921$3.10 萬<0.1%–
Royal Dutch Shell PLC780259206SPONS ADR A681$3.00 萬<0.1%–
NXPNuveen Select Tax Free Income PortfolioSH BEN INT1,678$2.70 萬<0.1%歷史
DCBODocebo Inc.COM396$2.70 萬<0.1%歷史
VanEck Vectors ETF Tr92189F817VIETNAM ETF1,268$2.70 萬<0.1%–
AEEAmeren CorpCOM291$2.60 萬<0.1%歷史
TREELendingTree, Inc.COM192$2.40 萬<0.1%歷史
JDJD.com, Inc.SPON ADS CL A315$2.20 萬<0.1%歷史
VanEck Vectors ETF Tr92189F403RUSSIA ETF809$2.20 萬<0.1%–
CNVYConvey Health Solutions Holdings, Inc.COM2,723$2.20 萬<0.1%歷史
Cornerstone Building Brands, Inc.21925D109COM1,200$2.10 萬<0.1%–
FMBIFirst Midwest Bancorp IncCOM975$2.00 萬<0.1%歷史
MGLNMagellan Health IncCOM NEW209$2.00 萬<0.1%歷史
iShares Tr464288646ISHS 1-5YR INVS347$1.90 萬<0.1%–
AMBPArdagh Metal Packaging S.A.SHS2,101$1.90 萬<0.1%歷史
RBNCReliant Bancorp, Inc.COM533$1.90 萬<0.1%歷史
OSISOsi Systems IncCOM183$1.70 萬<0.1%歷史
PUBMPubMatic, Inc.COM CL A500$1.70 萬<0.1%歷史
Royal Dutch Shell PLC780259107SPON ADR B391$1.70 萬<0.1%–
HFCHollyFrontier CorpCOM430$1.40 萬<0.1%歷史
PAEPAE IncCOM CL A1,410$1.40 萬<0.1%歷史
COOKTraeger, Inc.COMMON STOCK1,126$1.40 萬<0.1%歷史
SPNTSiriusPoint LtdCOM1,625$1.30 萬<0.1%歷史
KRAKraton CorpCOM272$1.30 萬<0.1%歷史
ONTFON24 Inc.COM712$1.30 萬<0.1%歷史
DIDIYDiDi Global Inc.SPONSORED ADS2,652$1.30 萬<0.1%歷史
WGOWinnebago Industries IncCOM158$1.20 萬<0.1%歷史
SUISun Communities IncCOM52$1.10 萬<0.1%歷史
TASTCarrols Restaurant Group, Inc.COM3,723$1.10 萬<0.1%歷史
CPACopa Holdings, S.A.CL A124$1.00 萬<0.1%歷史
LGNDLigand Pharmaceuticals IncCOM NEW62$1.00 萬<0.1%歷史
RHRHCOM19$1.00 萬<0.1%歷史
LZLegalzoom.com, Inc.COM608$1.00 萬<0.1%歷史
GESGuess IncCOM443$1.00 萬<0.1%歷史
MTTRMatterport, Inc.COM CL A500$1.00 萬<0.1%歷史
SNOWSnowflake Inc.Stock27$9,000<0.1%歷史
TTMITTM Technologies IncCOM578$9,000<0.1%歷史
NATNordic American Tankers LtdCOM5,312$9,000<0.1%歷史
BRF SA10552T107SPONSORED ADR2,271$9,000<0.1%–
FRTAForterra, Inc.COM371$9,000<0.1%歷史
GWBGreat Western Bancorp, Inc.COM266$9,000<0.1%歷史
NTUSNatus Medical IncCOM386$9,000<0.1%歷史
TCOMTrip.com Group LtdADS293$8,000<0.1%歷史
XMTRXometry, Inc.CLASS A COM162$8,000<0.1%歷史
iShares Tr464287630RUS 2000 VAL ETF48$8,000<0.1%–
PAYAPaya Holdings Inc.COM CL A1,322$8,000<0.1%歷史
VLDRVelodyne Lidar, Inc.COM1,683$8,000<0.1%歷史
MKTXMarketaxess Holdings IncCOM18$7,000<0.1%歷史
PRSUPursuit Attractions & Hospitality, Inc.COM157$7,000<0.1%歷史
AVAHAveanna Healthcare Holdings, Inc.COM946$7,000<0.1%歷史
TDOCTeladoc Health, Inc.COM77$7,000<0.1%歷史
Direxion Shs ETF Tr25460G864DAILY RGNAL BULL140$7,000<0.1%–
STFCState Auto Financial CORPCOM132$7,000<0.1%歷史
INFOIHS Markit Ltd.SHS56$7,000<0.1%歷史
WENWendy's CoStock251$6,000<0.1%歷史
State Street Industrial Select Sector SPDR ETF81369Y704ETF55$6,000<0.1%–
TPLTexas Pacific Land CorpStock5$6,000<0.1%歷史
CTRECareTrust REIT, Inc.COM273$6,000<0.1%歷史
MGAMagna International IncCOM79$6,000<0.1%歷史
LZBLa-Z-Boy IncCOM151$6,000<0.1%歷史
PARRPar Pacific Holdings, Inc.COM NEW386$6,000<0.1%歷史
ERICEricsson LM Telephone CoADR B SEK 10522$6,000<0.1%歷史
CCOICogent Communications Holdings, Inc.COM NEW76$6,000<0.1%歷史
DNBDun & Bradstreet Holdings, Inc.COM289$6,000<0.1%歷史
XLNXXilinx IncCOM27$6,000<0.1%歷史
ARGXArgenx SESPONSORED ADR13$5,000<0.1%歷史
IGRCbre Global Real Estate Income FundCOM551$5,000<0.1%歷史
CNKCinemark Holdings, Inc.COM290$5,000<0.1%歷史
VVXV2X, Inc.COM120$5,000<0.1%歷史
VITLVital Farms, Inc.COM285$5,000<0.1%歷史
ADVAdvantage Solutions Inc.COM CL A632$5,000<0.1%歷史
OSHOak Street Health, Inc.COM161$5,000<0.1%歷史
AZZAzz IncCOM80$4,000<0.1%歷史
ELFe.l.f. Beauty, Inc.COM114$4,000<0.1%歷史
PPLIPeople IncCOM NEW30$4,000<0.1%歷史
BHKBlackRock Core Bond TrustSHS BEN INT268$4,000<0.1%歷史
BEKEKE Holdings Inc.SPONSORED ADS234$4,000<0.1%歷史
COLLCollegium Pharmaceutical, IncCOM190$4,000<0.1%歷史
TRUTransUnionCOM33$4,000<0.1%歷史
DDD3D Systems CorpCOM NEW177$4,000<0.1%歷史
ATHMAutohome Inc.SP ADS RP CL A132$4,000<0.1%歷史
MNROMonro, Inc.COM69$4,000<0.1%歷史
SHOEShoe Station Group IncCOM90$4,000<0.1%歷史
TEADTeads Holding Co.COM274$4,000<0.1%歷史
VMDViemed Healthcare, Inc.COM789$4,000<0.1%歷史
VNETVNET Group, Inc.SPONSORED ADS A395$4,000<0.1%歷史
CHPTChargePoint Holdings, Inc.COM CL A192$4,000<0.1%歷史
CBAYCymaBay Therapeutics, Inc.COM1,050$4,000<0.1%歷史
iShares Tr464287382JPX NIKKEI 40050$4,000<0.1%–
ITIIteris, Inc.COM997$4,000<0.1%歷史
BFXBowflex Inc.COM673$4,000<0.1%歷史