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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
CTXSCitrix Systems IncCOM41$4,000<0.1%+30+272.7%加碼歷史
CVETCovetrus, Inc.COM236$4,000<0.1%+236新進歷史
Discovery Inc25470F302COM SER C161$4,000<0.1%+79+96.3%加碼–
EVBGEverbridge, Inc.COM81$4,000<0.1%00.0%不變歷史
IAAIAA, Inc.COM104$4,000<0.1%00.0%不變歷史
LPSNLiveperson IncCOM166$4,000<0.1%−194−53.9%減碼歷史
PROPROS Holdings, Inc.COM135$4,000<0.1%00.0%不變歷史
RUTHRuths Hospitality Group, Inc.COM189$4,000<0.1%00.0%不變歷史
SLCAU.S. Silica Holdings, Inc.COM227$4,000<0.1%00.0%不變歷史
UBAUrstadt Biddle Properties IncCL A215$4,000<0.1%00.0%不變歷史
VGRVector Group LtdCOM312$4,000<0.1%00.0%不變歷史
WRKWestRock CoCOM96$4,000<0.1%+48+100.0%加碼歷史
WWWW International, Inc.COM365$4,000<0.1%+256+234.9%加碼歷史
ULTAUlta Beauty, Inc.Stock14$5,000<0.1%+11+366.7%加碼歷史
AFLAflac IncStock89$5,000<0.1%00.0%不變歷史
KKellanovaStock84$5,000<0.1%−32−27.6%減碼歷史
PIIPolaris Inc.Stock50$5,000<0.1%00.0%不變歷史
MGMMGM Resorts InternationalStock138$5,000<0.1%−7−4.8%減碼歷史
Fidelity MSCI Energy Index ETF316092402ETF237$5,000<0.1%00.0%不變–
CAHCardinal Health IncStock94$5,000<0.1%+44+88.0%加碼歷史
HWMHowmet Aerospace Inc.Stock131$5,000<0.1%+68+107.9%加碼歷史
CECelanese CorpStock29$5,000<0.1%−89−75.4%減碼歷史
ENPHEnphase Energy, Inc.Stock25$5,000<0.1%−45−64.3%減碼歷史
ATIAti IncStock183$5,000<0.1%00.0%不變歷史
HMYHarmony Gold Mining Co LtdADR957$5,000<0.1%00.0%不變歷史
MASMasco CorpCOM103$5,000<0.1%+36+53.7%加碼歷史
MELIMercadolibre IncCOM4$5,000<0.1%−1−20.0%減碼歷史
BPMCBlueprint Medicines CorpCOM81$5,000<0.1%00.0%不變歷史
FIZZNational Beverage CorpCOM126$5,000<0.1%+126新進歷史
TEVATeva Pharmaceutical Industries LtdSPONSORED ADS499$5,000<0.1%+305+157.2%加碼歷史
MTCHMatch Group, Inc.COM46$5,000<0.1%+30+187.5%加碼歷史
iShares Tr46435G102CONV BD ETF55$5,000<0.1%+55新進–
ITGartner IncCOM18$5,000<0.1%−5−21.7%減碼歷史
GKOSGLAUKOS CorpCOM85$5,000<0.1%+41+93.2%加碼歷史
WisdomTree Tr97717X784WSDM EMKTBD FD81$5,000<0.1%+27+50.0%加碼–
iShares Inc464286749MSCI SWITZERLAND100$5,000<0.1%00.0%不變–
BWABorgwarner IncCOM149$5,000<0.1%−95−38.9%減碼歷史
RLIRli CorpCOM46$5,000<0.1%+46新進歷史
PSOPearson PLCSPONSORED ADR459$5,000<0.1%00.0%不變歷史
DFINDonnelley Financial Solutions, Inc.COM146$5,000<0.1%00.0%不變歷史
ENVAEnova International, Inc.COM120$5,000<0.1%00.0%不變歷史
VACMarriott Vacations Worldwide CorpCOM30$5,000<0.1%00.0%不變歷史
PGNYProgyny, Inc.COM105$5,000<0.1%00.0%不變歷史
RHIRobert Half Inc.COM43$5,000<0.1%+10+30.3%加碼歷史
PNRPENTAIR plcSHS79$5,000<0.1%+50+172.4%加碼歷史
PAHCPhibro Animal Health CorpCL A COM258$5,000<0.1%+258新進歷史
GFFGriffon CorpCOM264$5,000<0.1%−246−48.2%減碼歷史
SPDR Series Trust78464A144ST STR CORPO ETF154$5,000<0.1%+154新進–
iShares Tr464287341GLOBAL ENERG ETF133$5,000<0.1%−85−39.0%減碼–
PSMTPricesmart IncCOM59$5,000<0.1%+59新進歷史
PDDPDD Holdings Inc.SPONSORED ADS121$5,000<0.1%+14+13.1%加碼歷史
DDOGDatadog, Inc.CL A COM30$5,000<0.1%00.0%不變歷史
FCPTFour Corners Property Trust, Inc.COM165$5,000<0.1%00.0%不變歷史
AAPAdvance Auto Parts IncCOM25$5,000<0.1%00.0%不變歷史
GPMTGranite Point Mortgage Trust Inc.COM STK436$5,000<0.1%+272+165.9%加碼歷史
SNASnap-on IncCOM26$5,000<0.1%+9+52.9%加碼歷史
NINisource Inc.COM159$5,000<0.1%−580−78.5%減碼歷史
MTDRMatador Resources CoCOM103$5,000<0.1%00.0%不變歷史
KOFCoca Cola Femsa SAB de CVSPONS ADS REP91$5,000<0.1%00.0%不變歷史
OXMOxford Industries IncCOM50$5,000<0.1%−78−60.9%減碼歷史
BCSBarclays PLCADR672$5,000<0.1%−8,376−92.6%減碼歷史
TSTenaris SASPONSORED ADS155$5,000<0.1%00.0%不變歷史
SESea LtdSPONSORD ADS36$5,000<0.1%−459−92.7%減碼歷史
Vanguard Scottsdale FDS92206C664VNG RUS2000IDX64$5,000<0.1%00.0%不變–
MRVLMarvell Technology, Inc.COM73$5,000<0.1%−66−47.5%減碼歷史
SLGSL Green Realty CorpCOM56$5,000<0.1%+26+86.7%加碼歷史
CHEFChefs' Warehouse, Inc.COM153$5,000<0.1%00.0%不變歷史
QTWOQ2 Holdings, Inc.COM80$5,000<0.1%00.0%不變歷史
iShares Tr464287762US HLTHCARE ETF19$5,000<0.1%−2−9.5%減碼–
EXPDExpeditors International of Washington IncCOM56$5,000<0.1%+10+21.7%加碼歷史
MSAMSA Safety IncCOM40$5,000<0.1%00.0%不變歷史
CRMTAmericas Carmart IncCOM57$5,000<0.1%+57新進歷史
CZRCaesars Entertainment, Inc.COM63$5,000<0.1%+30+90.9%加碼歷史
CHGGChegg, IncCOM132$5,000<0.1%−126−48.8%減碼歷史
CVGICommercial Vehicle Group, Inc.COM625$5,000<0.1%+625新進歷史
PLAYDave & Buster's Entertainment, Inc.COM98$5,000<0.1%−58−37.2%減碼歷史
EFCEllington Financial Inc.COM315$5,000<0.1%00.0%不變歷史
MTRXMatrix Service CoCOM650$5,000<0.1%+500+333.3%加碼歷史
MCHBMechanics BancorpCL A109$5,000<0.1%00.0%不變歷史
MOVMovado Group IncCOM150$5,000<0.1%00.0%不變歷史
NFENew Fortress Energy Inc.COM CL A115$5,000<0.1%−127−52.5%減碼歷史
PETSPetmed Express IncCOM182$5,000<0.1%+182新進歷史
QNSTQuinstreet, IncCOM431$5,000<0.1%+280+185.4%加碼歷史
TASKTaskUs, Inc.CLASS A COM140$5,000<0.1%00.0%不變歷史
UEICUniversal Electronics IncCOM156$5,000<0.1%00.0%不變歷史
WORWorthington Enterprises, Inc.COM96$5,000<0.1%00.0%不變歷史
CVGWCalavo Growers IncCOM132$5,000<0.1%−40−23.3%減碼歷史
CPECallon Petroleum CoCOM93$5,000<0.1%−14−13.1%減碼歷史
FSTFAST Acquisition Corp.COM CL A528$5,000<0.1%00.0%不變歷史
HAYNHaynes International IncCOM NEW123$5,000<0.1%00.0%不變歷史
INSGInseego Corp.COM1,325$5,000<0.1%+1,325新進歷史
IVRInvesco Mortgage Capital Inc.COM2,410$5,000<0.1%−4,369−64.4%減碼歷史
JJacobs Solutions Inc.COM39$5,000<0.1%+12+44.4%加碼歷史
LESLLeslie's, Inc.COM246$5,000<0.1%+246新進歷史
PIPRPiper Sandler CompaniesCOM41$5,000<0.1%00.0%不變歷史
Polymet MNG Corp731916409COM NEW1,187$5,000<0.1%+134+12.7%加碼–
HOUSAnywhere Real Estate Inc.COM335$5,000<0.1%−620−64.9%減碼歷史
THRThermon Group Holdings, Inc.COM326$5,000<0.1%00.0%不變歷史
PENGPenguin Solutions, Inc.SHS202$5,000<0.1%−80−28.4%減碼依 2 比 1 拆股換算歷史
HNIHni CorpStock151$6,000<0.1%00.0%不變歷史

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