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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
NBRNabors Industries LtdSHS21$3,000<0.1%00.0%不變歷史
RXTRackspace Technology, Inc.COM288$3,000<0.1%+288新進歷史
SEDGSolaredge Technologies, Inc.COM8$3,000<0.1%−9−52.9%減碼歷史
STAAStaar Surgical CoCOM PAR $0.0136$3,000<0.1%00.0%不變歷史
LABStandard Biotools Inc.COM917$3,000<0.1%+917新進歷史
TALTAL Education GroupSPONSORED ADS832$3,000<0.1%+198+31.2%加碼歷史
TRTootsie Roll Industries IncCOM83$3,000<0.1%00.0%不變歷史
TRSTTrustco Bank Corp N YCOM NEW99$3,000<0.1%00.0%不變歷史
WTIW&T Offshore IncCOM655$3,000<0.1%00.0%不變歷史
ABMDAbiomed IncCOM8$3,000<0.1%−9−52.9%減碼歷史
AUDAudacy, Inc.COM1,107$3,000<0.1%+1,107新進歷史
CRHCRH Public Ltd CoADR77$3,000<0.1%−437−85.0%減碼歷史
China Southern Airlines Co L169409109SPON ADR CL H126$3,000<0.1%00.0%不變–
CLRContinental Resources, IncCOM50$3,000<0.1%−1−2.0%減碼歷史
Credit Suisse Group225401108SPONSORED ADR346$3,000<0.1%+110+46.6%加碼–
ESTEEarthstone Energy IncCL A228$3,000<0.1%00.0%不變歷史
EBIXEbix IncCOM NEW106$3,000<0.1%+106新進歷史
Falcon Minerals Corp30607B109CL A COM434$3,000<0.1%00.0%不變–
Flexshares Tr33939L753CR SCORED LONG50$3,000<0.1%00.0%不變–
MAGNMagnera CorpCOM232$3,000<0.1%−76−24.7%減碼歷史
KBALKimball International IncCL B400$3,000<0.1%+400新進歷史
LACLithium Americas Corp.COM NEW75$3,000<0.1%00.0%不變歷史
MRTXMirati Therapeutics, Inc.COM38$3,000<0.1%00.0%不變歷史
Neenah Inc640079109COM67$3,000<0.1%−3−4.3%減碼–
NKTRNektar TherapeuticsCOM468$3,000<0.1%+161+52.4%加碼歷史
NVRONevro CorpCOM44$3,000<0.1%00.0%不變歷史
ORANYOrangeSPONSORED ADR215$3,000<0.1%00.0%不變歷史
PACWPacwest BancorpCOM67$3,000<0.1%00.0%不變歷史
UPLDUpland Software, Inc.COM173$3,000<0.1%−84−32.7%減碼歷史
VRCAVerrica Pharmaceuticals Inc.COM427$3,000<0.1%+427新進歷史
FROFrontline plcSHS NEW286$3,000<0.1%00.0%不變歷史
NLSNNielsen Holdings plcSHS EUR121$3,000<0.1%+70+137.3%加碼歷史
CLBCore Laboratories Inc.COM100$3,000<0.1%00.0%不變歷史
EDConsolidated Edison IncStock38$4,000<0.1%−3−7.3%減碼歷史
GPCGenuine Parts CoStock33$4,000<0.1%+14+73.7%加碼歷史
GWWW.W. Grainger, Inc.Stock7$4,000<0.1%+3+75.0%加碼歷史
JWNNordstrom IncStock150$4,000<0.1%00.0%不變歷史
KEKimball Electronics, Inc.Stock197$4,000<0.1%+74+60.2%加碼歷史
WHRWhirlpool CorpStock24$4,000<0.1%−10−29.4%減碼歷史
PRIPrimerica, Inc.Stock32$4,000<0.1%+32新進歷史
VanEck ETF Trust92189F791JUNIOR GOLD MINE75$4,000<0.1%−25−25.0%減碼–
WYWeyerhaeuser CoCOM NEW106$4,000<0.1%+39+58.2%加碼歷史
iShares Tr464288513IBOXX HI YD ETF53$4,000<0.1%00.0%不變–
TTCToro CoCOM43$4,000<0.1%00.0%不變歷史
STRLSterling Infrastructure, Inc.COM150$4,000<0.1%+150新進歷史
iShares Tr464287622RUS 1000 ETF16$4,000<0.1%+16新進–
Vanguard Mun BD FDS922907746TAX EXEMPT BD75$4,000<0.1%00.0%不變–
AORTArtivion, Inc.COM183$4,000<0.1%−1,030−84.9%減碼歷史
AMCXAMC Global Media Inc.CL A92$4,000<0.1%00.0%不變歷史
LKQLKQ CorpCOM73$4,000<0.1%+37+102.8%加碼歷史
IPGPIpg Photonics CorpCOM36$4,000<0.1%+15+71.4%加碼歷史
ARWRArrowhead Pharmaceuticals, Inc.COM97$4,000<0.1%00.0%不變歷史
NTRANatera, Inc.COM92$4,000<0.1%00.0%不變歷史
iShares Tr464287788U.S. FINLS ETF50$4,000<0.1%+50新進–
REGRegency Centers CorpCOM46$4,000<0.1%+23+100.0%加碼歷史
CARSCars.com Inc.COM304$4,000<0.1%+304新進歷史
EEni SpASPONSORED ADR130$4,000<0.1%00.0%不變歷史
CBOECboe Global Markets, Inc.COM35$4,000<0.1%00.0%不變歷史
CRSCarpenter Technology CorpCOM84$4,000<0.1%−39−31.7%減碼歷史
INSMINSMED IncCOM PAR $.01181$4,000<0.1%00.0%不變歷史
CHCOCity Holding CoCOM45$4,000<0.1%00.0%不變歷史
PHMPultegroup IncCOM102$4,000<0.1%+43+72.9%加碼歷史
ALGAlamo Group IncCOM25$4,000<0.1%00.0%不變歷史
ASBAssociated Banc-CorpCOM187$4,000<0.1%00.0%不變歷史
WSRWhitestone REITCOM302$4,000<0.1%00.0%不變歷史
STESTERIS plcSHS USD16$4,000<0.1%00.0%不變歷史
WHDCactus, Inc.CL A69$4,000<0.1%00.0%不變歷史
SYBTStock Yards Bancorp, Inc.COM82$4,000<0.1%+82新進歷史
NSANational Storage Affiliates TrustCOM SHS BEN IN66$4,000<0.1%00.0%不變歷史
FOXFox CorpCL B COM93$4,000<0.1%−11−10.6%減碼歷史
RSIRush Street Interactive, Inc.COM488$4,000<0.1%00.0%不變歷史
MODModine Manufacturing CoCOM423$4,000<0.1%+189+80.8%加碼歷史
VREXVarex Imaging CorpCOM210$4,000<0.1%−130−38.2%減碼歷史
IDCCInterDigital, Inc.COM69$4,000<0.1%−160−69.9%減碼歷史
Hartford FDS Exchange Traded41653L305TOTAL RTRN ETF105$4,000<0.1%+105新進–
MAAMid America Apartment Communities Inc.COM18$4,000<0.1%+7+63.6%加碼歷史
WDFCWD 40 CoCOM20$4,000<0.1%+20新進歷史
MURMurphy Oil CorpCOM98$4,000<0.1%00.0%不變歷史
KFYKorn FerryCOM NEW65$4,000<0.1%−224−77.5%減碼歷史
TLKPerusahaan Perseroan Persero PT Telekomunikasi Indonesia TBKSPONSORED ADR127$4,000<0.1%+62+95.4%加碼歷史
BANCBanc of California, Inc.COM208$4,000<0.1%00.0%不變歷史
ENSGEnsign Group, IncCOM46$4,000<0.1%00.0%不變歷史
CIGEnergy Co of Minas GeraisSP ADR N-V PFD1,323$4,000<0.1%00.0%不變歷史
IRIngersoll Rand Inc.COM73$4,000<0.1%+17+30.4%加碼歷史
ARVNArvinas, Inc.COM58$4,000<0.1%00.0%不變歷史
CRCTCricut, Inc.COM CL A327$4,000<0.1%00.0%不變歷史
FSPFranklin Street Properties CorpCOM724$4,000<0.1%00.0%不變歷史
FFFutureFuel Corp.COM454$4,000<0.1%00.0%不變歷史
HAFCHanmi Financial CorpCOM NEW143$4,000<0.1%00.0%不變歷史
KEPKorea Electric Power CorpSPONSORED ADR404$4,000<0.1%+251+164.1%加碼歷史
MNKDMannkind CorpCOM NEW1,000$4,000<0.1%00.0%不變歷史
MGPIMGP Ingredients IncCOM51$4,000<0.1%00.0%不變歷史
MLRMiller Industries IncCOM NEW143$4,000<0.1%+143新進歷史
JBSSSanfilippo John B & Son IncCOM51$4,000<0.1%−1−1.9%減碼歷史
TMPTompkins Financial CorpCOM49$4,000<0.1%00.0%不變歷史
ALSumisho Air Lease CorpCL A82$4,000<0.1%00.0%不變歷史
AUAngloGold Ashanti PLCSPONSORED ADR173$4,000<0.1%00.0%不變歷史
BRKLBrookline Bancorp IncCOM257$4,000<0.1%00.0%不變歷史
CKXCKX Lands, Inc.COM400$4,000<0.1%00.0%不變歷史
CAJPYCanon IncSPONSORED ADR164$4,000<0.1%+83+102.5%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