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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
ZIONZions Bancorporation, National AssociationCOM233$1.50 萬<0.1%+122+109.9%加碼歷史
J P Morgan Exchange Traded F46641Q159INCOME ETF318$1.50 萬<0.1%00.0%不變–
JBTMJBT Marel CorpCOM128$1.50 萬<0.1%−66−34.0%減碼歷史
PAAPlains All American Pipeline LPUNIT LTD PARTN1,350$1.50 萬<0.1%00.0%不變歷史
SXIStandex International CorpCOM157$1.50 萬<0.1%00.0%不變歷史
First Tr Exchange Traded FD33738R118NASD TECH DIV250$1.50 萬<0.1%00.0%不變–
NTCTNetscout Systems IncCOM467$1.50 萬<0.1%+467新進歷史
RDYDr Reddys Laboratories LtdADR263$1.50 萬<0.1%+1+0.4%加碼歷史
APOGApogee Enterprises, Inc.COM322$1.50 萬<0.1%00.0%不變歷史
EGBNEagle Bancorp IncCOM265$1.50 萬<0.1%00.0%不變歷史
VREVeris Residential, Inc.COM855$1.50 萬<0.1%00.0%不變歷史
PPBIPacific Premier Bancorp IncCOM401$1.50 萬<0.1%−418−51.0%減碼歷史
COHRCoherent Corp.COM208$1.50 萬<0.1%00.0%不變歷史
VTRVentas, Inc.REIT260$1.60 萬<0.1%+171+192.1%加碼歷史
Vanguard Health Care ETF92204A504ETF63$1.60 萬<0.1%−9−12.5%減碼–
APAAPA CorpStock398$1.60 萬<0.1%+56+16.4%加碼歷史
CDNSCadence Design Systems IncStock98$1.60 萬<0.1%−613−86.2%減碼歷史
Barrick Gold Corp067901108COM658$1.60 萬<0.1%+58+9.7%加碼–
BHEBenchmark Electronics IncCOM657$1.60 萬<0.1%+382+138.9%加碼歷史
HCAHCA Healthcare, Inc.COM65$1.60 萬<0.1%+10+18.2%加碼歷史
GLNGGolar LNG LtdSHS644$1.60 萬<0.1%+69+12.0%加碼歷史
DRIDarden Restaurants IncCOM121$1.60 萬<0.1%+66+120.0%加碼歷史
PLNTPlanet Fitness, Inc.CL A189$1.60 萬<0.1%00.0%不變歷史
GNWGenworth Financial IncCOM SHS4,152$1.60 萬<0.1%00.0%不變歷史
CAKECheesecake Factory IncCOM404$1.60 萬<0.1%+369+1,054.3%加碼歷史
ABMAbm Industries IncCOM343$1.60 萬<0.1%00.0%不變歷史
RNSTRenasant CorpCOM482$1.60 萬<0.1%−297−38.1%減碼歷史
ANDEAndersons, Inc.COM305$1.60 萬<0.1%00.0%不變歷史
LYVLive Nation Entertainment, Inc.COM140$1.60 萬<0.1%00.0%不變歷史
ADSKAutodesk, Inc.COM72$1.60 萬<0.1%−29−28.7%減碼歷史
ALGNAlign Technology IncCOM38$1.60 萬<0.1%+18+90.0%加碼歷史
EQNREquinor ASASPONSORED ADR436$1.60 萬<0.1%−1,740−80.0%減碼歷史
INDBIndependent Bank CorpCOM196$1.60 萬<0.1%00.0%不變歷史
DGXQuest Diagnostics IncCOM118$1.60 萬<0.1%+67+131.4%加碼歷史
PKXPosco Holdings Inc.SPONSORED ADR273$1.60 萬<0.1%+73+36.5%加碼歷史
IOSPInnospec Inc.COM173$1.60 萬<0.1%+7+4.2%加碼歷史
ALTRAltair Engineering Inc.COM CL A250$1.60 萬<0.1%00.0%不變歷史
Aluminum Corp China Limited022276109SPON ADR H SHS1,111$1.60 萬<0.1%−521−31.9%減碼–
RBARB Global Inc.COM270$1.60 萬<0.1%00.0%不變歷史
WBAWalgreens Boots Alliance, Inc.COM344$1.60 萬<0.1%+113+48.9%加碼歷史
SNAPSnap IncStock460$1.70 萬<0.1%00.0%不變歷史
State Street Materials Select Sector SPDR ETF81369Y100ETF196$1.70 萬<0.1%−136−41.0%減碼–
iShares MSCI USA Momentum Factor ETF46432F396ETF100$1.70 萬<0.1%+96+2,400.0%加碼–
AWKAmerican Water Works Company, Inc.Stock105$1.70 萬<0.1%+37+54.4%加碼歷史
CLColgate Palmolive CoStock219$1.70 萬<0.1%−17−7.2%減碼歷史
UBSUBS Group AGStock868$1.70 萬<0.1%+88+11.3%加碼歷史
EXPEExpedia Group, Inc.Stock87$1.70 萬<0.1%+7+8.8%加碼歷史
GBXGreenbrier Companies IncStock345$1.70 萬<0.1%−65−15.9%減碼歷史
LTCLTC Properties IncREIT436$1.70 萬<0.1%00.0%不變歷史
RVTYRevvity, Inc.COM96$1.70 萬<0.1%+2+2.1%加碼歷史
RMBSRambus IncCOM524$1.70 萬<0.1%00.0%不變歷史
ARCBArcbest CorpCOM211$1.70 萬<0.1%00.0%不變歷史
LSTRLandstar System IncCOM110$1.70 萬<0.1%+36+48.6%加碼歷史
PLXSPlexus CorpCOM199$1.70 萬<0.1%−12−5.7%減碼歷史
Vanguard Intl Equity Index F922042874FTSE EUROPE ETF269$1.70 萬<0.1%00.0%不變–
DINOHF Sinclair CorpCOM430$1.70 萬<0.1%+430新進歷史
RSReliance, Inc.COM90$1.70 萬<0.1%00.0%不變歷史
AMWDAmerican Woodmark CorpCOM341$1.70 萬<0.1%+303+797.4%加碼歷史
GMSGMS Inc.COM353$1.70 萬<0.1%00.0%不變歷史
SRCLStericycle IncCOM290$1.70 萬<0.1%+258+806.3%加碼歷史
TWTRTwitter, Inc.COM438$1.70 萬<0.1%+187+74.5%加碼歷史
VRTVVeritiv CorpCOM124$1.70 萬<0.1%00.0%不變歷史
BNYBank of New York Mellon CorpStock365$1.80 萬<0.1%+69+23.3%加碼歷史
BHPBHP Group LtdADR237$1.80 萬<0.1%+72+43.6%加碼歷史
WELLWelltower Inc.REIT187$1.80 萬<0.1%+43+29.9%加碼歷史
AALAmerican Airlines Group Inc.Stock1,000$1.80 萬<0.1%−69−6.5%減碼歷史
OIIOceaneering International IncStock1,189$1.80 萬<0.1%00.0%不變歷史
State Street Energy Select Sector SPDR ETF81369Y506ETF241$1.80 萬<0.1%00.0%不變–
FISVFiserv IncStock178$1.80 萬<0.1%−168−48.6%減碼歷史
SPOTSpotify Technology S.A.Stock121$1.80 萬<0.1%+100+476.2%加碼歷史
RMDResmed IncCOM77$1.80 萬<0.1%−12−13.5%減碼歷史
SBCFSeacoast Banking Corp of FloridaCOM NEW522$1.80 萬<0.1%00.0%不變歷史
RACEFerrari N.V.COM87$1.80 萬<0.1%−11−11.2%減碼歷史
SWKStanley Black & Decker, Inc.COM123$1.80 萬<0.1%−58−32.0%減碼歷史
SBACSba Communications CorpCL A52$1.80 萬<0.1%+19+57.6%加碼歷史
IEXIdex CorpCOM91$1.80 萬<0.1%−42−31.6%減碼歷史
WSFSWSFS Financial CorpCOM386$1.80 萬<0.1%00.0%不變歷史
UHSUniversal Health Services IncCL B126$1.80 萬<0.1%+38+43.2%加碼歷史
LNGCheniere Energy, Inc.COM NEW133$1.80 萬<0.1%00.0%不變歷史
ITRIItron, Inc.COM340$1.80 萬<0.1%+56+19.7%加碼歷史
CHKPCheck Point Software Technologies LtdORD126$1.80 萬<0.1%−14−10.0%減碼歷史
MLMMartin Marietta Materials IncCOM47$1.80 萬<0.1%+9+23.7%加碼歷史
RYNRayonier IncCOM429$1.80 萬<0.1%00.0%不變歷史
WTSWatts Water Technologies IncCL A126$1.80 萬<0.1%00.0%不變歷史
PDCEPDC Energy, Inc.COM244$1.80 萬<0.1%−69−22.0%減碼歷史
ProShares Bitcoin ETF74347G440ETF651$1.90 萬<0.1%+234+56.1%加碼–
RYRoyal Bank of CanadaStock174$1.90 萬<0.1%00.0%不變歷史
iShares S&P 500 Value ETF464287408ETF118$1.90 萬<0.1%+118新進–
iShares Tr464287234MSCI EMG MKT ETF425$1.90 萬<0.1%+425新進–
MNSTMonster Beverage CorpCOM233$1.90 萬<0.1%+55+30.9%加碼歷史
FFBCFirst Financial BancorpCOM827$1.90 萬<0.1%00.0%不變歷史
PLUSEplus IncCOM334$1.90 萬<0.1%+64+23.7%加碼歷史
TMToyota Motor CorpADS108$1.90 萬<0.1%−588−84.5%減碼歷史
Invesco Exchange Traded FD T46137V407INVESCO MSCI303$1.90 萬<0.1%−87−22.3%減碼–
HMNHorace Mann Educators CorpCOM452$1.90 萬<0.1%00.0%不變歷史
BANRBanner CorpCOM NEW318$1.90 萬<0.1%00.0%不變歷史
SPDR Index Shs FDS78463X202ST STR EU 50 ETF462$1.90 萬<0.1%−132−22.2%減碼–
Invesco Exch Traded FD Tr II46138G508SR LN ETF855$1.90 萬<0.1%−245−22.3%減碼–
FBKFB Financial CorpCOM420$1.90 萬<0.1%00.0%不變歷史
CGNXCognex CorpCOM243$1.90 萬<0.1%+48+24.6%加碼歷史

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