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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
NTGRNetgear, Inc.COM378$9,000<0.1%−49−11.5%減碼歷史
CFCF Industries Holdings, Inc.COM84$9,000<0.1%+56+200.0%加碼歷史
ORNOrion Group Holdings IncCOM3,550$9,000<0.1%00.0%不變歷史
MHOM/I Homes, Inc.COM191$9,000<0.1%−54−22.0%減碼歷史
WDCWestern Digital CorpCOM180$9,000<0.1%−104−36.6%減碼歷史
IPInternational Paper CoCOM193$9,000<0.1%+76+65.0%加碼歷史
AVBAvalonbay Communities IncCOM36$9,000<0.1%+14+63.6%加碼歷史
NPOEnpro Inc.COM94$9,000<0.1%00.0%不變歷史
VTOLBristow Group Inc.COM241$9,000<0.1%00.0%不變歷史
FLGTFulgent Genetics, Inc.COM152$9,000<0.1%00.0%不變歷史
KELYAKelly Services IncCL A425$9,000<0.1%+425新進歷史
KOSKosmos Energy Ltd.COM1,228$9,000<0.1%00.0%不變歷史
HZOMarinemax IncCOM224$9,000<0.1%00.0%不變歷史
SPTSprout Social, Inc.COM CL A111$9,000<0.1%00.0%不變歷史
RTLNecessity Retail REIT, Inc.COM CLASS A1,162$9,000<0.1%+905+352.1%加碼歷史
China Petroleum & Chemical C16941R108SPON ADR H SHS184$9,000<0.1%00.0%不變–
DRDDrdgold LtdSPON ADR REPSTG1,000$9,000<0.1%00.0%不變歷史
DEAEasterly Government Properties, Inc.COM417$9,000<0.1%−10−2.3%減碼歷史
HOLXHologic IncCOM112$9,000<0.1%+20+21.7%加碼歷史
J P Morgan Exchange-Traded F46641Q738BETBULD MSCI81$9,000<0.1%00.0%不變–
JHXJames Hardie Industries plcSPONSORED ADR276$9,000<0.1%+36+15.0%加碼歷史
MSBMesabi TrustCTF BEN INT345$9,000<0.1%00.0%不變歷史
Natura &CO Hldg S A63884N108ADS843$9,000<0.1%+349+70.6%加碼–
TUPTupperware Brands CorpCOM456$9,000<0.1%+456新進歷史
VTRSViatris IncStock864$1.00 萬<0.1%−403−31.8%減碼歷史
CTRACoterra Energy Inc.Stock359$1.00 萬<0.1%+61+20.5%加碼歷史
ARK Innovation ETF00214Q104ETF146$1.00 萬<0.1%+81+124.6%加碼–
State Street Utilities Select Sector SPDR ETF81369Y886ETF130$1.00 萬<0.1%−38−22.6%減碼–
KNSLKinsale Capital Group, Inc.Stock46$1.00 萬<0.1%00.0%不變歷史
VMRKVivmark ResidentialSH BEN INT107$1.00 萬<0.1%+36+50.7%加碼歷史
CPBCAMPBELL'S CoCOM219$1.00 萬<0.1%+41+23.0%加碼歷史
Global X FDS37954Y442CLOUD COMPUTNG448$1.00 萬<0.1%−254−36.2%減碼–
PBRPetrobras - Petroleo Brasileiro SASPONSORED ADR720$1.00 萬<0.1%00.0%不變歷史
Global X FDS37954Y657US PFD ETF413$1.00 萬<0.1%00.0%不變–
EPCEdgewell Personal Care CoCOM264$1.00 萬<0.1%+133+101.5%加碼歷史
UNFIUnited Natural Foods IncCOM261$1.00 萬<0.1%00.0%不變歷史
GMABGenmab A/SSPONSORED ADS288$1.00 萬<0.1%+221+329.9%加碼歷史
AVAAvista CorpCOM223$1.00 萬<0.1%00.0%不變歷史
PEGAPegasystems IncCOM122$1.00 萬<0.1%00.0%不變歷史
COLBColumbia Banking System, Inc.COM329$1.00 萬<0.1%+329新進歷史
MFCManulife Financial CorpCOM466$1.00 萬<0.1%00.0%不變歷史
FITBFifth Third BancorpCOM229$1.00 萬<0.1%00.0%不變歷史
SQMChemical & Mining Co of Chile IncSPON ADR SER B113$1.00 萬<0.1%+46+68.7%加碼歷史
PNWPinnacle West Capital CorpCOM117$1.00 萬<0.1%+16+15.8%加碼歷史
SONYSony Group CorpSPONSORED ADR104$1.00 萬<0.1%−1,744−94.4%減碼歷史
ProShares Tr74348A467S&P 500 DV ARIST110$1.00 萬<0.1%00.0%不變–
HMCHonda Motor Co LtdADR ECH CNV IN 3365$1.00 萬<0.1%+312+588.7%加碼歷史
OISOil States International, IncCOM1,465$1.00 萬<0.1%00.0%不變歷史
ADUSAddus HomeCare CorpCOM110$1.00 萬<0.1%+25+29.4%加碼歷史
MTHMeritage Homes CORPCOM124$1.00 萬<0.1%+124新進歷史
ILMNIllumina, Inc.COM29$1.00 萬<0.1%+8+38.1%加碼歷史
ALKAlaska Air Group, Inc.COM172$1.00 萬<0.1%+73+73.7%加碼歷史
Fidelity Covington Trust316092857MSCI RL EST ETF319$1.00 萬<0.1%00.0%不變–
LILi Auto Inc.SPONSORED ADS388$1.00 萬<0.1%+96+32.9%加碼歷史
UHTUniversal Health Realty Income TrustSH BEN INT163$1.00 萬<0.1%00.0%不變歷史
WNCWabash National CorpCOM658$1.00 萬<0.1%00.0%不變歷史
CCMPCMC Materials, Inc.COM52$1.00 萬<0.1%00.0%不變歷史
KAMNKAMAN CorpCOM234$1.00 萬<0.1%00.0%不變歷史
UCOProShares Trust IIULTA BLMBG 201768$1.00 萬<0.1%00.0%不變歷史
SUMSummit Materials, Inc.CL A319$1.00 萬<0.1%00.0%不變歷史
ODPODP CorpCOM217$1.00 萬<0.1%+217新進歷史
TSEOQTrinseo PLCCOM216$1.00 萬<0.1%+65+43.0%加碼歷史
Schwab U.S. Broad Market ETF808524102ETF202$1.10 萬<0.1%−8−3.8%減碼依 2 比 1 拆股換算–
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833ETF111$1.10 萬<0.1%+111新進–
MRNAModerna, Inc.Stock64$1.10 萬<0.1%−14−17.9%減碼歷史
SMPStandard Motor Products, Inc.Stock247$1.10 萬<0.1%00.0%不變歷史
ADMArcher-Daniels-Midland CoStock130$1.10 萬<0.1%−350−72.9%減碼歷史
SMFGSumitomo Mitsui Financial Group, Inc.SPONSORED ADR1,675$1.10 萬<0.1%+185+12.4%加碼歷史
STBAS&T Bancorp IncCOM358$1.10 萬<0.1%00.0%不變歷史
BVNBuenaventura Mining Co IncSPONSORED ADR1,047$1.10 萬<0.1%00.0%不變歷史
ABGAsbury Automotive Group IncCOM70$1.10 萬<0.1%+41+141.4%加碼歷史
LCIILci IndustriesCOM103$1.10 萬<0.1%+103新進歷史
NBTBNBT Bancorp IncCOM319$1.10 萬<0.1%00.0%不變歷史
SCSCScansource, Inc.COM314$1.10 萬<0.1%00.0%不變歷史
CVSACovista Inc.COM382$1.10 萬<0.1%+382新進歷史
RYAAYRyanair Holdings PLCSPONSORED ADR119$1.10 萬<0.1%−867−87.9%減碼歷史
RUNSunrun Inc.COM355$1.10 萬<0.1%00.0%不變歷史
HSTHost Hotels & Resorts, Inc.COM580$1.10 萬<0.1%+156+36.8%加碼歷史
MSMMSC Industrial Direct Co IncCL A134$1.10 萬<0.1%00.0%不變歷史
GRFSGrifols SASP ADR REP B NVT922$1.10 萬<0.1%00.0%不變歷史
VPGVishay Precision Group, Inc.COM356$1.10 萬<0.1%+356新進歷史
FCFFirst Commonwealth Financial CorpCOM746$1.10 萬<0.1%00.0%不變歷史
CELHCelsius Holdings, Inc.COM NEW194$1.10 萬<0.1%00.0%不變歷史
Invesco Exch Traded FD Tr II46138E784EMRNG MKT SVRG498$1.10 萬<0.1%+498新進–
iShares Tr464288273EAFE SML CP ETF173$1.10 萬<0.1%−2,058−92.2%減碼–
STXSeagate Technology Holdings plcORD SHS123$1.10 萬<0.1%+18+17.1%加碼歷史
MTUSMetallus Inc.COM491$1.10 萬<0.1%00.0%不變歷史
GCOGenesco IncCOM169$1.10 萬<0.1%00.0%不變歷史
GDOTGreen Dot CorpCL A401$1.10 萬<0.1%+130+48.0%加碼歷史
MATWMatthews International CorpCL A344$1.10 萬<0.1%00.0%不變歷史
PHIPLDT Inc.SPONSORED ADR294$1.10 萬<0.1%00.0%不變歷史
CPCanadian Pacific Kansas City LtdCOM130$1.10 萬<0.1%−25−16.1%減碼歷史
RPT Realty74971D101SH BEN INT847$1.10 萬<0.1%00.0%不變–
RIGLRigel Pharmaceuticals IncCOM NEW3,869$1.10 萬<0.1%+3,869新進歷史
VMWVmware LLCCL A COM97$1.10 萬<0.1%+46+90.2%加碼歷史
Vanguard S&P 500 Growth ETF921932505ETF44$1.20 萬<0.1%−6−12.0%減碼–
MKCMcCormick & Co IncStock120$1.20 萬<0.1%+34+39.5%加碼歷史
DNOWDNOW Inc.COM1,069$1.20 萬<0.1%+156+17.1%加碼歷史
GLGlobe Life Inc.COM119$1.20 萬<0.1%+79+197.5%加碼歷史
MPMP Materials Corp.COM CL A213$1.20 萬<0.1%+155+267.2%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