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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
WUWestern Union COStock295$6,000<0.1%−45−13.2%減碼歷史
WABWestinghouse Air Brake Technologies CorpStock66$6,000<0.1%+18+37.5%加碼歷史
Schwab US Aggregate Bond ETF808524839ETF114$6,000<0.1%+114新進–
OGNOrganon & Co.Stock173$6,000<0.1%−52−23.1%減碼歷史
JCIJohnson Controls International plcStock99$6,000<0.1%+1+1.0%加碼歷史
CMCCommercial Metals CoStock135$6,000<0.1%00.0%不變歷史
PLUGPlug Power IncStock209$6,000<0.1%−73−25.9%減碼歷史
ACLSAxcelis Technologies IncStock84$6,000<0.1%00.0%不變歷史
APLEApple Hospitality REIT, Inc.REIT357$6,000<0.1%00.0%不變歷史
PODDInsulet CorpStock24$6,000<0.1%−25−51.0%減碼歷史
SLABSilicon Laboratories Inc.Stock43$6,000<0.1%00.0%不變歷史
XYZBlock, Inc.CL A45$6,000<0.1%+45新進歷史
Global X FDS37954Y848GLOBAL X SILVER165$6,000<0.1%00.0%不變–
TGITriumph Group IncCOM245$6,000<0.1%−2−0.8%減碼歷史
AZOAutoZone IncCOM3$6,000<0.1%+3新進歷史
BNSBank of Nova ScotiaCOM81$6,000<0.1%00.0%不變歷史
AWIArmstrong World Industries IncCOM62$6,000<0.1%+62新進歷史
TMETencent Music Entertainment GroupSPON ADS1,312$6,000<0.1%−497−27.5%減碼歷史
SNNSmith & Nephew PLCSPDN ADR NEW167$6,000<0.1%−292−63.6%減碼歷史
JBHTHunt J B Transport Services IncCOM33$6,000<0.1%+12+57.1%加碼歷史
CBUCommunity Financial System, Inc.COM93$6,000<0.1%00.0%不變歷史
BOHBank of Hawaii CorpCOM76$6,000<0.1%+76新進歷史
PFBCPreferred BankCOM NEW75$6,000<0.1%00.0%不變歷史
GAPGap IncCOM428$6,000<0.1%+173+67.8%加碼歷史
BCOBrinks CoCOM83$6,000<0.1%00.0%不變歷史
AREAlexandria Real Estate Equities, Inc.COM29$6,000<0.1%+8+38.1%加碼歷史
iShares Tr464288257MSCI ACWI ETF60$6,000<0.1%00.0%不變–
OTEXOpen Text CorpCOM138$6,000<0.1%+138新進歷史
CVCOCavco Industries, Inc.COM27$6,000<0.1%00.0%不變歷史
CVECenovus Energy Inc.COM382$6,000<0.1%00.0%不變歷史
KALUKaiser Aluminum CorpCOM PAR $0.0163$6,000<0.1%−137−68.5%減碼歷史
SCIService Corp InternationalCOM98$6,000<0.1%+50+104.2%加碼歷史
CVBFCVB Financial CorpCOM263$6,000<0.1%00.0%不變歷史
ESEEsco Technologies IncCOM86$6,000<0.1%+86新進歷史
HPHelmerich & Payne, Inc.COM148$6,000<0.1%+74+100.0%加碼歷史
SABRSabre CorpCOM505$6,000<0.1%00.0%不變歷史
TRMKTrustmark CorpCOM198$6,000<0.1%00.0%不變歷史
ASANAsana, Inc.CL A138$6,000<0.1%+43+45.3%加碼歷史
CWSTCasella Waste Systems IncCL A64$6,000<0.1%00.0%不變歷史
PPLTabrdn Platinum ETF TrustPHYSCL PLATM SHS64$6,000<0.1%−21−24.7%減碼歷史
WKCWorld Kinect CorpCOM221$6,000<0.1%−96−30.3%減碼歷史
QSRRestaurant Brands International Inc.COM104$6,000<0.1%−80−43.5%減碼歷史
GIBCgi IncCL A71$6,000<0.1%+48+208.7%加碼歷史
KODKEastman Kodak CoCOM NEW911$6,000<0.1%−50−5.2%減碼歷史
GOGrocery Outlet Holding Corp.COM181$6,000<0.1%00.0%不變歷史
PRKPark National CorpCOM49$6,000<0.1%00.0%不變歷史
SBSISouthside Bancshares IncCOM158$6,000<0.1%00.0%不變歷史
WIXWix.com Ltd.SHS54$6,000<0.1%−43−44.3%減碼歷史
ADTNADTRAN Holdings, Inc.COM362$6,000<0.1%00.0%不變歷史
Atech (Parent) Resolution Corp.00973N102COM913$6,000<0.1%+913新進–
LGTYLogility Supply Chain Solutions, IncCL A282$6,000<0.1%+132+88.0%加碼歷史
ATRSAntares Pharma, Inc.COM1,352$6,000<0.1%+1,352新進歷史
EVOPEVO Payments, Inc.CL A COM244$6,000<0.1%00.0%不變歷史
TWNKHostess Brands, Inc.CL A263$6,000<0.1%+263新進歷史
JNPRJuniper Networks IncCOM178$6,000<0.1%+58+48.3%加碼歷史
KRTXKaruna Therapeutics, Inc.COM50$6,000<0.1%−15−23.1%減碼歷史
PBCTPeople's United Financial, Inc.COM283$6,000<0.1%00.0%不變歷史
TMXTerminix Global Holdings IncCOM140$6,000<0.1%+87+164.2%加碼歷史
Eros Intl PLCG3788R105COM2,295$6,000<0.1%+2,295新進–
EVRGEvergy, Inc.Stock103$7,000<0.1%+33+47.1%加碼歷史
EIXEdison InternationalStock102$7,000<0.1%−377−78.7%減碼歷史
AIRAar CorpStock142$7,000<0.1%00.0%不變歷史
CCJCameco CorpStock216$7,000<0.1%00.0%不變歷史
NRGNRG Energy, Inc.Stock165$7,000<0.1%+111+205.6%加碼歷史
RCReady Capital CorpCOM448$7,000<0.1%−96−17.6%減碼歷史
CASYCaseys General Stores IncCOM33$7,000<0.1%00.0%不變歷史
TSCOTractor Supply CoCOM26$7,000<0.1%−69−72.6%減碼歷史
MYEMyers Industries IncCOM340$7,000<0.1%+340新進歷史
JAZZJazz Pharmaceuticals plcSHS USD43$7,000<0.1%−5−10.4%減碼歷史
GGenpact LTDSHS166$7,000<0.1%−387−70.0%減碼歷史
BANFBancfirst CorpCOM82$7,000<0.1%00.0%不變歷史
WATWaters CorpCOM20$7,000<0.1%+6+42.9%加碼歷史
DOCHealthpeak Properties, Inc.COM210$7,000<0.1%+102+94.4%加碼歷史
Flexshares Tr33939L605IBOXX 5YR TRGT247$7,000<0.1%00.0%不變–
YUMCYum China Holdings, Inc.COM169$7,000<0.1%−149−46.9%減碼歷史
WYNNWynn Resorts LtdCOM85$7,000<0.1%+46+117.9%加碼歷史
RBCRBC Bearings INCCOM34$7,000<0.1%+34新進歷史
TVGrupo Televisa, S.A.B.SPON ADR REP ORD581$7,000<0.1%00.0%不變歷史
CALMCal-Maine Foods IncCOM NEW121$7,000<0.1%00.0%不變歷史
LYGLloyds Banking Group plcSPONSORED ADR2,918$7,000<0.1%−1,723−37.1%減碼歷史
WFC.PLWells Fargo & CompanyPERP PFD CNV A5$7,000<0.1%00.0%不變歷史
RAREUltragenyx Pharmaceutical Inc.COM85$7,000<0.1%−66−43.7%減碼歷史
MPAAMotorcar Parts of America IncCOM410$7,000<0.1%+410新進歷史
WFWoori Financial Group Inc.SPONSORED ADS201$7,000<0.1%00.0%不變歷史
PJTPJT Partners Inc.COM CL A105$7,000<0.1%00.0%不變歷史
First Tr Exchange-Traded FD33734X846NASDAQ CYB ETF138$7,000<0.1%00.0%不變–
AHRTAH Realty Trust, Inc.COM456$7,000<0.1%00.0%不變歷史
BGSB&G Foods, Inc.COM267$7,000<0.1%+267新進歷史
BBTBeacon Financial CorpCOM246$7,000<0.1%00.0%不變歷史
BILIBilibili Inc.SPONS ADS REP Z288$7,000<0.1%+188+188.0%加碼歷史
BLNKBlink Charging Co.COM250$7,000<0.1%00.0%不變歷史
CLDTChatham Lodging TrustCOM502$7,000<0.1%00.0%不變歷史
AEGAegon Ltd.NY REGISTRY SHS1,253$7,000<0.1%00.0%不變歷史
Direxion Shs ETF Tr25459Y694DLY FIN BULL NEW61$7,000<0.1%−11−15.3%減碼–
DISHDISH Network CORPCL A223$7,000<0.1%+140+168.7%加碼歷史
HBIHanesbrands Inc.COM486$7,000<0.1%00.0%不變歷史
MDCSekisui House U.S., Inc.COM194$7,000<0.1%−2−1.0%減碼歷史
OPIOffice Properties Income TrustCOM SHS BEN INT278$7,000<0.1%00.0%不變歷史
ROCCBaytex Energy USA, Inc.COM219$7,000<0.1%00.0%不變歷史
UNITUniti Group Inc.COM480$7,000<0.1%−193−28.7%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