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Livermore
Livermore
中文EN

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
GISGeneral Mills IncStock1,114$7.50 萬<0.1%+495+80.0%加碼歷史
BABAAlibaba Group Holding LtdADR690$7.50 萬<0.1%+92+15.4%加碼歷史
iShares Tr464288281JPMORGAN USD EMG773$7.50 萬<0.1%+22+2.9%加碼–
NOVNOV Inc.COM3,830$7.50 萬<0.1%00.0%不變歷史
BAXBaxter International IncStock924$7.20 萬<0.1%+31+3.5%加碼歷史
iShares Tr46434V647GLOBAL REIT ETF2,510$7.20 萬<0.1%+2,065+464.0%加碼–
HUBSHubSpot IncCOM152$7.10 萬<0.1%−103−40.4%減碼歷史
HESHess CorpStock657$7.00 萬<0.1%+558+563.6%加碼歷史
TDGTransDigm Group INCCOM107$7.00 萬<0.1%+69+181.6%加碼歷史
Innovator U.S. Equity Power Buffer ETF - October45782C797ETF2,292$6.90 萬<0.1%00.0%不變–
KRKroger CoStock1,196$6.90 萬<0.1%+282+30.9%加碼歷史
BDXBecton Dickinson & CoStock254$6.80 萬<0.1%+105+70.5%加碼歷史
BMYBristol Myers Squibb CoStock933$6.80 萬<0.1%+210+29.0%加碼歷史
HPEHewlett Packard Enterprise CoCOM4,046$6.80 萬<0.1%00.0%不變歷史
LYBLyondellBasell Industries N.V.SHS - A -664$6.80 萬<0.1%+298+81.4%加碼歷史
TTETotalEnergies SESPONSORED ADS1,359$6.80 萬<0.1%+823+153.5%加碼歷史
iShares Tr46428865310-20 YR TRS ETF507$6.70 萬<0.1%+375+284.1%加碼–
OXYOccidental Petroleum CorpStock1,161$6.60 萬<0.1%−314−21.3%減碼歷史
MPWRMonolithic Power Systems, Inc.COM135$6.60 萬<0.1%−6−4.3%減碼歷史
GLOBGlobant S.A.COM250$6.60 萬<0.1%00.0%不變歷史
ZTSZoetis Inc.Stock342$6.50 萬<0.1%+137+66.8%加碼歷史
GLPIGaming & Leisure Properties, Inc.COM1,390$6.50 萬<0.1%+1,248+878.9%加碼歷史
iShares Tr464287721U.S. TECH ETF632$6.50 萬<0.1%+632新進–
T Rowe Price ETF Inc87283Q305PRICE GRW STOCK2,217$6.50 萬<0.1%+517+30.4%加碼–
BABoeing CoStock335$6.40 萬<0.1%+61+22.3%加碼歷史
CRWDCrowdStrike Holdings, Inc.Stock283$6.40 萬<0.1%−9−3.1%減碼歷史
GILDGilead Sciences, Inc.Stock1,076$6.40 萬<0.1%+27+2.6%加碼歷史
First Rep BK San Francisco C33616C100COM396$6.40 萬<0.1%−19−4.6%減碼–
EAElectronic Arts Inc.COM490$6.20 萬<0.1%+352+255.1%加碼歷史
GEGeneral Electric CoStock668$6.10 萬<0.1%+42+6.7%加碼歷史
SYFSynchrony FinancialCOM1,757$6.10 萬<0.1%+1,663+1,769.1%加碼歷史
State Street SPDR Portfolio Aggregate Bond ETF78464A649ETF2,146$6.00 萬<0.1%−615−22.3%減碼–
EMREmerson Electric CoStock612$6.00 萬<0.1%+91+17.5%加碼歷史
HPQHP IncStock1,655$6.00 萬<0.1%+103+6.6%加碼歷史
XPOXPO, Inc.COM826$6.00 萬<0.1%+826新進歷史
TELTE Connectivity plcREG SHS459$6.00 萬<0.1%+390+565.2%加碼歷史
State Street SPDR Bloomberg Convertible Securities ETF78464A359ETF775$5.90 萬<0.1%−33−4.1%減碼–
IBMInternational Business Machines CorpStock454$5.90 萬<0.1%−28−5.8%減碼歷史
Nushares ETF Tr67092P854ESG HI TLD CRP2,548$5.90 萬<0.1%+1,703+201.5%加碼–
LDOSLeidos Holdings, Inc.COM553$5.90 萬<0.1%+118+27.1%加碼歷史
WPPWPP plcADR902$5.90 萬<0.1%+620+219.9%加碼歷史
IVTInvenTrust Properties Corp.COM NEW1,933$5.90 萬<0.1%00.0%不變歷史
MSIMotorola Solutions, Inc.Stock239$5.80 萬<0.1%+7+3.0%加碼歷史
RCIRogers Communications IncCL B1,032$5.80 萬<0.1%00.0%不變歷史
ETSYEtsy IncCOM469$5.80 萬<0.1%−46−8.9%減碼歷史
iShares Core S&P U.S. Growth ETF464287671ETF539$5.70 萬<0.1%−88−14.0%減碼–
VanEck ETF Trust92189H409HIGH YLD MUNIETF1,000$5.70 萬<0.1%00.0%不變–
CPAYCorpay, Inc.COM230$5.70 萬<0.1%−112−32.7%減碼歷史
Vanguard Malvern FDS922020805STRM INFPROIDX1,094$5.60 萬<0.1%−13−1.2%減碼–
WSTWest Pharmaceutical Services IncCOM137$5.60 萬<0.1%−6−4.2%減碼歷史
CTASCintas CorpStock130$5.50 萬<0.1%−17−11.6%減碼歷史
DDominion Energy, IncStock642$5.50 萬<0.1%−117−15.4%減碼歷史
State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474ETF1,793$5.40 萬<0.1%−513−22.2%減碼–
DVNDevon Energy CorpStock904$5.40 萬<0.1%+433+91.9%加碼歷史
NTAPNetApp, Inc.Stock659$5.40 萬<0.1%+530+410.9%加碼歷史
iShares U S ETF Tr46431W598BLOOMBERG ROLL894$5.40 萬<0.1%+181+25.4%加碼–
MTDMettler Toledo International IncCOM39$5.40 萬<0.1%−5−11.4%減碼歷史
iShares Russell Mid-Cap Growth ETF464287481ETF531$5.30 萬<0.1%−3−0.6%減碼–
RCLRoyal Caribbean Cruises LtdCOM641$5.30 萬<0.1%+56+9.6%加碼歷史
ORealty Income CorpREIT743$5.20 萬<0.1%−37−4.7%減碼歷史
WSMWilliams Sonoma IncCOM356$5.20 萬<0.1%−14−3.8%減碼歷史
HYTBlackRock Corporate High Yield Fund, Inc.COM4,783$5.20 萬<0.1%00.0%不變歷史
Pacer US Cash Cows 100 ETF69374H881ETF1,015$5.10 萬<0.1%+1,015新進–
WECWec Energy Group, Inc.Stock506$5.10 萬<0.1%−76−13.1%減碼歷史
PRAProassurance CorpCOM1,889$5.10 萬<0.1%−200−9.6%減碼歷史
INFYInfosys LtdSPONSORED ADR2,016$5.00 萬<0.1%+70+3.6%加碼歷史
UUnity Software Inc.COM500$5.00 萬<0.1%00.0%不變歷史
MMacy's, Inc.COM2,017$4.90 萬<0.1%−99−4.7%減碼歷史
FTVFortive CorpStock785$4.80 萬<0.1%−327−29.4%減碼歷史
Vanguard Ftse All-World Ex-US Index Fund922042775ETF838$4.80 萬<0.1%00.0%不變–
BCRXBiocryst Pharmaceuticals IncCOM2,955$4.80 萬<0.1%00.0%不變歷史
Vanguard Admiral FDS Inc921932794SMLCP 600 GRTH220$4.80 萬<0.1%+220新進–
KBKB Financial Group Inc.SPONSORED ADR987$4.80 萬<0.1%+134+15.7%加碼歷史
INNSummit Hotel Properties, Inc.COM4,832$4.80 萬<0.1%00.0%不變歷史
ATVIActivision Blizzard, Inc.COM600$4.80 萬<0.1%−52−8.0%減碼歷史
ALCAlcon IncStock589$4.70 萬<0.1%−1−0.2%減碼歷史
TGTTarget CorpStock220$4.70 萬<0.1%+100+83.3%加碼歷史
iShares Tr46428743220 YR TR BD ETF353$4.70 萬<0.1%+353新進–
APHAmphenol CorpCL A621$4.70 萬<0.1%+260+72.0%加碼歷史
VanEck ETF Trust92189F486IG FLOA RATE ETF1,867$4.70 萬<0.1%+158+9.2%加碼–
XYLXylem Inc.COM550$4.70 萬<0.1%00.0%不變歷史
SPDR Series Trust78468R408ST TERM HIGH ETF1,785$4.70 萬<0.1%−511−22.3%減碼–
CBRLCracker Barrel Old Country Store, IncCOM400$4.70 萬<0.1%00.0%不變歷史
ABBNYABB LtdSPONSORED ADR1,450$4.60 萬<0.1%+862+146.6%加碼歷史
INVXInnovex International, Inc.COM1,239$4.60 萬<0.1%−17−1.4%減碼歷史
WWEWorld Wrestling Entertainment, LLCCL A743$4.60 萬<0.1%−410−35.6%減碼歷史
State Street Technology Select Sector SPDR ETF81369Y803ETF286$4.50 萬<0.1%−38−11.7%減碼–
SSNCSS&C Technologies Holdings IncCOM593$4.50 萬<0.1%00.0%不變歷史
CHTChunghwa Telecom Co LtdSPON ADR NEW111,005$4.50 萬<0.1%−65−6.1%減碼歷史
SYKStryker CorpStock164$4.40 萬<0.1%+48+41.4%加碼歷史
UBERUber Technologies, IncStock1,245$4.40 萬<0.1%+149+13.6%加碼歷史
PWRQuanta Services, Inc.COM335$4.40 萬<0.1%−414−55.3%減碼歷史
CNPCenterpoint Energy IncCOM1,473$4.40 萬<0.1%+610+70.7%加碼歷史
PFGPrincipal Financial Group IncCOM594$4.40 萬<0.1%+34+6.1%加碼歷史
ABNBAirbnb, Inc.Stock252$4.30 萬<0.1%−187−42.6%減碼歷史
U.S. Global Jets ETF26922A842ETF1,986$4.30 萬<0.1%−353−15.1%減碼–
CHRWC. H. Robinson Worldwide, Inc.COM NEW397$4.30 萬<0.1%−277−41.1%減碼歷史
IBNIcici Bank LtdADR2,285$4.30 萬<0.1%+1,050+85.0%加碼歷史
DIODDiodes IncCOM481$4.20 萬<0.1%00.0%不變歷史
PEGPublic Service Enterprise Group IncCOM595$4.20 萬<0.1%−97−14.0%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