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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
GGGGraco IncCOM173$1.20 萬<0.1%+86+98.9%加碼歷史
DVADavita Inc.COM101$1.20 萬<0.1%+42+71.2%加碼歷史
PPLPPL CorpCOM423$1.20 萬<0.1%−11−2.5%減碼歷史
ARIApollo Commercial Real Estate Finance, Inc.COM833$1.20 萬<0.1%+613+278.6%加碼歷史
IRTIndependence Realty Trust, Inc.COM440$1.20 萬<0.1%00.0%不變歷史
CSLCarlisle Companies IncCOM50$1.20 萬<0.1%00.0%不變歷史
BOOTBoot Barn Holdings, Inc.COM131$1.20 萬<0.1%00.0%不變歷史
SBHSally Beauty Holdings, Inc.COM742$1.20 萬<0.1%00.0%不變歷史
DHIHorton D R IncCOM159$1.20 萬<0.1%+33+26.2%加碼歷史
VNOVornado Realty TrustSH BEN INT262$1.20 萬<0.1%+49+23.0%加碼歷史
TRMBTrimble Inc.COM168$1.20 萬<0.1%−463−73.4%減碼歷史
IHGIntercontinental Hotels Group PLCSPONSORED ADS172$1.20 萬<0.1%+73+73.7%加碼歷史
MCIBarings Corporate InvestorsCOM818$1.20 萬<0.1%−162−16.5%減碼歷史
CENTACentral Garden & Pet CoCL A NON-VTG314$1.20 萬<0.1%+274+685.0%加碼歷史
PEverpure, Inc.CL A338$1.20 萬<0.1%00.0%不變歷史
KLICKulicke & Soffa Industries IncCOM203$1.20 萬<0.1%−69−25.4%減碼歷史
ABEVAmbev S.A.SPONSORED ADR3,780$1.20 萬<0.1%+746+24.6%加碼歷史
NICENICE Ltd.SPONSORED ADR55$1.20 萬<0.1%+38+223.5%加碼歷史
ANETArista Networks, Inc.COM87$1.20 萬<0.1%+3+3.6%加碼歷史
FOEFerro CorpCOM556$1.20 萬<0.1%00.0%不變歷史
Safehold Inc.45031U101COM505$1.20 萬<0.1%−115−18.5%減碼–
TRIThomson Reuters CorpCOM NEW114$1.20 萬<0.1%−24−17.4%減碼歷史
RIVNRivian Automotive, Inc.Stock251$1.30 萬<0.1%+106+73.1%加碼歷史
MCHPMicrochip Technology IncStock174$1.30 萬<0.1%+84+93.3%加碼歷史
ALLYAlly Financial Inc.Stock295$1.30 萬<0.1%−1,503−83.6%減碼歷史
CUBECubeSmartREIT243$1.30 萬<0.1%+205+539.5%加碼歷史
OMCOmnicom Group Inc.COM148$1.30 萬<0.1%+22+17.5%加碼歷史
Invesco Exch Traded FD Tr II46138E354S&P500 LOW VOL187$1.30 萬<0.1%+187新進–
PTENPatterson Uti Energy IncCOM810$1.30 萬<0.1%00.0%不變歷史
COKECoca-Cola Consolidated, Inc.COM27$1.30 萬<0.1%00.0%不變歷史
WDAYWorkday, Inc.CL A54$1.30 萬<0.1%+39+260.0%加碼歷史
SKMSK Telecom Co LtdSPONSORED ADR490$1.30 萬<0.1%00.0%不變歷史
AINAlbany International CorpCL A157$1.30 萬<0.1%+70+80.5%加碼歷史
FNDFloor & Decor Holdings, Inc.CL A157$1.30 萬<0.1%00.0%不變歷史
ALGTAllegiant Travel COCOM82$1.30 萬<0.1%+20+32.3%加碼歷史
HBANHuntington Bancshares IncCOM947$1.30 萬<0.1%+103+12.2%加碼歷史
ATRCAtriCure, Inc.COM202$1.30 萬<0.1%00.0%不變歷史
SANBanco Santander, S.A.ADR3,881$1.30 萬<0.1%+3,881新進歷史
Timothy Plan887432334INTL ETF481$1.30 萬<0.1%00.0%不變–
BTUPeabody Energy CorpCOM520$1.30 萬<0.1%00.0%不變歷史
NVRNVR IncCOM3$1.30 萬<0.1%+2+200.0%加碼歷史
ECPGEncore Capital Group IncCOM209$1.30 萬<0.1%00.0%不變歷史
MTArcelorMittalNY REGISTRY SH412$1.30 萬<0.1%−214−34.2%減碼歷史
AWRAmerican States Water CoCOM142$1.30 萬<0.1%00.0%不變歷史
SMSM Energy CoCOM323$1.30 萬<0.1%−38−10.5%減碼歷史
URIUnited Rentals, Inc.COM37$1.30 萬<0.1%+7+23.3%加碼歷史
OFGOfg BancorpCOM480$1.30 萬<0.1%00.0%不變歷史
SCLStepan CoCOM131$1.30 萬<0.1%+34+35.1%加碼歷史
MNRLMNRL Sub Inc.CL A COM512$1.30 萬<0.1%00.0%不變歷史
BAMBrookfield Asset Management Ltd.CL A LTD VT SH227$1.30 萬<0.1%00.0%不變歷史
EVRIEveri Holdings Inc.COM613$1.30 萬<0.1%00.0%不變歷史
Invesco DB Multi-Sector Comm46140H601GOLD FD227$1.30 萬<0.1%00.0%不變–
Petrochina Co Ltd71646E100SPONSORED ADR260$1.30 萬<0.1%00.0%不變–
Sprott ETF Trust85210B201JR GOLD MINERS E300$1.30 萬<0.1%00.0%不變–
UNMUnum GroupStock442$1.40 萬<0.1%−7−1.6%減碼歷史
NIONIO Inc.ADR662$1.40 萬<0.1%+662新進歷史
IVZInvesco Ltd.Stock588$1.40 萬<0.1%+86+17.1%加碼歷史
AVNSAvanos Medical, Inc.Stock427$1.40 萬<0.1%+406+1,933.3%加碼歷史
TTWOTake Two Interactive Software IncCOM92$1.40 萬<0.1%+6+7.0%加碼歷史
ODFLOld Dominion Freight Line, Inc.COM46$1.40 萬<0.1%+6+15.0%加碼歷史
FMXMexican Economic Development IncSPON ADR UNITS174$1.40 萬<0.1%+7+4.2%加碼歷史
CPKChesapeake Utilities CorpCOM101$1.40 萬<0.1%00.0%不變歷史
DCHDauch CorpCOM1,815$1.40 萬<0.1%+1,164+178.8%加碼歷史
Nushares ETF Tr67092P607NUVEEN ESG SMLCP345$1.40 萬<0.1%+230+200.0%加碼–
HCCWarrior Met Coal, Inc.COM384$1.40 萬<0.1%00.0%不變歷史
WBSWebster Financial CorpCOM249$1.40 萬<0.1%+224+896.0%加碼歷史
FBNCFirst BancorpCOM327$1.40 萬<0.1%00.0%不變歷史
STCStewart Information Services CorpCOM217$1.40 萬<0.1%00.0%不變歷史
ITGRInteger Holdings CorpCOM176$1.40 萬<0.1%+14+8.6%加碼歷史
VRSNVerisign IncCOM66$1.40 萬<0.1%+2+3.1%加碼歷史
LSCCLattice Semiconductor CorpCOM223$1.40 萬<0.1%00.0%不變歷史
SHOOSteven Madden, Ltd.COM364$1.40 萬<0.1%−95−20.7%減碼歷史
NMRNomura Holdings IncSPONSORED ADR3,214$1.40 萬<0.1%+3,214新進歷史
LUVSouthwest Airlines CoCOM308$1.40 萬<0.1%+101+48.8%加碼歷史
SIGSignet Jewelers LtdSHS199$1.40 萬<0.1%−191−49.0%減碼歷史
KWRQuaker Chemical CorpCOM83$1.40 萬<0.1%+15+22.1%加碼歷史
IFFInternational Flavors & Fragrances IncCOM104$1.40 萬<0.1%+96+1,200.0%加碼歷史
CUBICustomers Bancorp, Inc.COM276$1.40 萬<0.1%00.0%不變歷史
AMNAmn Healthcare Services IncCOM129$1.40 萬<0.1%−22−14.6%減碼歷史
STLDSteel Dynamics IncCOM157$1.40 萬<0.1%00.0%不變歷史
ASIXAdvanSix Inc.COM273$1.40 萬<0.1%00.0%不變歷史
BRBSBlue Ridge Bankshares, Inc.COM931$1.40 萬<0.1%00.0%不變歷史
EVHEvolent Health, Inc.CL A421$1.40 萬<0.1%00.0%不變歷史
HAHawaiian Holdings IncCOM707$1.40 萬<0.1%+278+64.8%加碼歷史
IBTXIndependent Bank Group, Inc.COM198$1.40 萬<0.1%00.0%不變歷史
SJISouth Jersey Industries IncCOM406$1.40 萬<0.1%+143+54.4%加碼歷史
SPTNSpartanNash CoCOM432$1.40 萬<0.1%00.0%不變歷史
VBTXVeritex Holdings, Inc.COM364$1.40 萬<0.1%00.0%不變歷史
State Street Health Care Select Sector SPDR ETF81369Y209ETF110$1.50 萬<0.1%−27−19.7%減碼–
CMICummins IncStock70$1.50 萬<0.1%+36+105.9%加碼歷史
BIDUBaidu, Inc.ADR113$1.50 萬<0.1%+10+9.7%加碼歷史
AKAMAkamai Technologies IncCOM128$1.50 萬<0.1%+38+42.2%加碼歷史
WWDWoodward, Inc.COM120$1.50 萬<0.1%−17−12.4%減碼歷史
BALLBALL CorpCOM162$1.50 萬<0.1%+67+70.5%加碼歷史
CENXCentury Aluminum CoCOM574$1.50 萬<0.1%00.0%不變歷史
NTBBank of N.T. Butterfield & Son LtdSHS NEW417$1.50 萬<0.1%00.0%不變歷史
THRMGentherm IncCOM210$1.50 萬<0.1%−3−1.4%減碼歷史
PFSProvident Financial Services IncCOM649$1.50 萬<0.1%00.0%不變歷史
FNFabrinetSHS151$1.50 萬<0.1%00.0%不變歷史
CNQCanadian Natural Resources LtdCOM238$1.50 萬<0.1%−6−2.5%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