跳到主要內容

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
OHIOmega Healthcare Investors IncCOM100$3,000<0.1%00.0%不變歷史
ATROAstronics CorpCOM250$3,000<0.1%00.0%不變歷史
SNPSSynopsys IncCOM11$3,000<0.1%00.0%不變歷史
RWTRedwood Trust IncCOM250$3,000<0.1%−505−66.9%減碼歷史
NWSANews CorpCL A129$3,000<0.1%+79+158.0%加碼歷史
PRDOPerdoceo Education CorpCOM230$3,000<0.1%−632−73.3%減碼歷史
AKRAcadia Realty TrustCOM SH BEN INT128$3,000<0.1%−560−81.4%減碼歷史
PRGSProgress Software CorpCOM62$3,000<0.1%00.0%不變歷史
INGING Groep NVSPONSORED ADR295$3,000<0.1%−1,298−81.5%減碼歷史
AEOAmerican Eagle Outfitters IncCOM188$3,000<0.1%00.0%不變歷史
ROADConstruction Partners, Inc.COM CL A104$3,000<0.1%+104新進歷史
DOVDOVER CorpCOM20$3,000<0.1%+12+150.0%加碼歷史
CASHPathward Financial, Inc.COM55$3,000<0.1%00.0%不變歷史
BJRIBJs RESTAURANTS INCCOM97$3,000<0.1%+67+223.3%加碼歷史
GGBGerdau S.A.SPON ADR REP PFD459$3,000<0.1%−168−26.8%減碼歷史
FTSFortis Inc.COM56$3,000<0.1%00.0%不變歷史
ESSEssex Property Trust, Inc.COM9$3,000<0.1%+5+125.0%加碼歷史
AVYAvery Dennison CorpCOM16$3,000<0.1%+7+77.8%加碼歷史
FCNFti Consulting, IncCOM19$3,000<0.1%00.0%不變歷史
REYNReynolds Consumer Products Inc.COM108$3,000<0.1%00.0%不變歷史
TAPMolson Coors Beverage CoCL B60$3,000<0.1%−9−13.0%減碼歷史
FRTFederal Realty Investment TrustSH BEN INT NEW27$3,000<0.1%00.0%不變歷史
TRSTrimas CorpCOM NEW90$3,000<0.1%00.0%不變歷史
FFINFirst Financial Bankshares IncCOM62$3,000<0.1%+62新進歷史
BBVABanco Bilbao Vizcaya Argentaria, S.A.SPONSORED ADR546$3,000<0.1%−1,583−74.4%減碼歷史
ANFAbercrombie & Fitch CoCL A96$3,000<0.1%−111−53.6%減碼歷史
TECKTeck Resources LtdCL B63$3,000<0.1%00.0%不變歷史
NEONeogenomics IncCOM NEW206$3,000<0.1%00.0%不變歷史
BRCBrady CorpCL A58$3,000<0.1%−166−74.1%減碼歷史
BMIBadger Meter IncCOM26$3,000<0.1%+26新進歷史
OKTAOkta, Inc.CL A22$3,000<0.1%+7+46.7%加碼歷史
LBRTLiberty Energy Inc.COM CL A194$3,000<0.1%00.0%不變歷史
OVVOvintiv Inc.COM51$3,000<0.1%00.0%不變歷史
LASRNlight, Inc.COM159$3,000<0.1%+159新進歷史
CYRXCryoport, Inc.COM PAR $0.00178$3,000<0.1%00.0%不變歷史
TFXTeleflex IncCOM9$3,000<0.1%+3+50.0%加碼歷史
USPHU S Physical Therapy IncCOM28$3,000<0.1%+28新進歷史
GRMNGarmin LtdSHS30$3,000<0.1%+12+66.7%加碼歷史
NWNNorthwest Natural Holding CoCOM60$3,000<0.1%00.0%不變歷史
BHFBrighthouse Financial, Inc.COM52$3,000<0.1%00.0%不變歷史
XPEVXpeng Inc.ADS113$3,000<0.1%+113新進歷史
ACICAmerican Coastal Insurance CorpCOM984$3,000<0.1%00.0%不變歷史
BZHBeazer Homes USA IncCOM NEW177$3,000<0.1%+177新進歷史
BLMNBloomin' Brands, Inc.COM123$3,000<0.1%+123新進歷史
CLWClearwater Paper CorpCOM97$3,000<0.1%−9−8.5%減碼歷史
ENTAEnanta Pharmaceuticals IncCOM38$3,000<0.1%00.0%不變歷史
ICLICL Group Ltd.SHS215$3,000<0.1%00.0%不變歷史
KCKingsoft Cloud Holdings LtdADS441$3,000<0.1%+441新進歷史
SWIMLatham Group, Inc.COM238$3,000<0.1%+238新進歷史
MCSMarcus CorpCOM198$3,000<0.1%00.0%不變歷史
MATVMativ Holdings, Inc.COM96$3,000<0.1%+88+1,100.0%加碼歷史
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
Schwab U.S. Large-Cap ETF808524201ETF46$2,000<0.1%+28+155.6%加碼依 2 比 1 拆股換算–
UGIUgi CorpStock52$2,000<0.1%+52新進歷史
LUMNLumen Technologies, Inc.Stock176$2,000<0.1%−910−83.8%減碼歷史
PCGPG&E CorpStock158$2,000<0.1%00.0%不變歷史
RGRSturm Ruger & Co IncStock24$2,000<0.1%00.0%不變歷史
AIC3.ai, Inc.Stock69$2,000<0.1%00.0%不變歷史
PANWPalo Alto Networks IncStock4$2,000<0.1%−25−86.2%減碼歷史
AESAES CorpStock102$2,000<0.1%+57+126.7%加碼歷史
GDGeneral Dynamics CorpStock9$2,000<0.1%−28−75.7%減碼歷史
VODVodafone Group Public Ltd CoADR142$2,000<0.1%−2,012−93.4%減碼歷史
State Street SPDR Portfolio Developed World Ex-US ETF78463X889ETF55$2,000<0.1%00.0%不變–
KSSKOHLS CorpStock27$2,000<0.1%00.0%不變歷史
APEIAmerican Public Education IncStock76$2,000<0.1%−422−84.7%減碼歷史
DKSDick's Sporting Goods, Inc.Stock16$2,000<0.1%+16新進歷史
CPTCamden Property TrustREIT14$2,000<0.1%00.0%不變歷史
DTDynatrace, Inc.Stock50$2,000<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