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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
VRTXVertex Pharmaceuticals IncStock157$4.10 萬<0.1%−5−3.1%減碼歷史
XELXcel Energy IncStock567$4.10 萬<0.1%+239+72.9%加碼歷史
SUSuncor Energy IncStock1,255$4.10 萬<0.1%−75−5.6%減碼歷史
MPCMarathon Petroleum CorpStock474$4.10 萬<0.1%−384−44.8%減碼歷史
VLOValero Energy CorpStock385$4.00 萬<0.1%+25+6.9%加碼歷史
CEGConstellation Energy CorpStock716$4.00 萬<0.1%+716新進歷史
J P Morgan Exchange Traded F46641Q779US MOMENTUM905$4.00 萬<0.1%00.0%不變–
ENTGEntegris IncCOM302$4.00 萬<0.1%00.0%不變歷史
LOGILogitech International S.A.SHS523$3.90 萬<0.1%+440+530.1%加碼歷史
UCBUnited Community Banks IncCOM1,123$3.90 萬<0.1%+524+87.5%加碼歷史
FNFFidelity National Financial, Inc.COM SHS787$3.80 萬<0.1%00.0%不變歷史
CBRECbre Group, Inc.CL A410$3.80 萬<0.1%−260−38.8%減碼歷史
PINSPinterest, Inc.CL A1,540$3.80 萬<0.1%+500+48.1%加碼歷史
FVRRFiverr International Ltd.ORD SHS500$3.80 萬<0.1%−100−16.7%減碼歷史
CDKCDK Global, Inc.COM790$3.80 萬<0.1%−623−44.1%減碼歷史
Tata MTRS Ltd876568502SPONSORED ADR1,341$3.80 萬<0.1%+86+6.9%加碼–
CMPCompass Minerals International IncStock592$3.70 萬<0.1%+592新進歷史
AGOAssured Guaranty LtdCOM579$3.70 萬<0.1%00.0%不變歷史
FHNFirst Horizon CorpCOM1,569$3.70 萬<0.1%+14+0.9%加碼歷史
EWBCEast West Bancorp IncCOM465$3.70 萬<0.1%+417+868.8%加碼歷史
NGGNational Grid PLCSPONSORED ADR NE481$3.70 萬<0.1%−10−2.0%減碼歷史
NPKINPK International Inc.COM SHS10,000$3.70 萬<0.1%00.0%不變歷史
SPGSimon Property Group Inc.REIT272$3.60 萬<0.1%+81+42.4%加碼歷史
iShares Core MSCI Emerging Markets ETF46434G103ETF649$3.60 萬<0.1%+1+0.2%加碼–
HIGHartford Insurance Group, Inc.Stock502$3.60 萬<0.1%00.0%不變歷史
MAINMain Street Capital CORPCEF852$3.60 萬<0.1%00.0%不變歷史
DOCUDocuSign, Inc.Stock339$3.60 萬<0.1%+25+8.0%加碼歷史
SRSpire IncCOM503$3.60 萬<0.1%+3+0.6%加碼歷史
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT226$3.60 萬<0.1%−18−7.4%減碼–
APPNAppian CorpCL A591$3.60 萬<0.1%+15+2.6%加碼歷史
ETRNMidstream Co LLCCOM4,211$3.60 萬<0.1%+3,531+519.3%加碼歷史
PRUPrudential Financial IncStock297$3.50 萬<0.1%+9+3.1%加碼歷史
CORCencora, Inc.Stock224$3.50 萬<0.1%+205+1,078.9%加碼歷史
IQVIQVIA Holdings Inc.Stock151$3.50 萬<0.1%+107+243.2%加碼歷史
NEMNEWMONT CorpStock434$3.50 萬<0.1%+102+30.7%加碼歷史
State Street SPDR Portfolio S&P 500 ETF78464A854ETF668$3.50 萬<0.1%+225+50.8%加碼–
ASXASE Technology Holding Co., Ltd.SPONSORED ADS4,992$3.50 萬<0.1%+3,742+299.4%加碼歷史
KRGKite Realty Group TrustCOM NEW1,535$3.50 萬<0.1%−126−7.6%減碼歷史
INVEINVE Technologies, Inc.COM NEW2,195$3.50 萬<0.1%00.0%不變歷史
TMUST-Mobile US, Inc.Stock266$3.40 萬<0.1%+91+52.0%加碼歷史
NWLNewell Brands Inc.Stock1,552$3.40 萬<0.1%+385+33.0%加碼歷史
CHDChurch & Dwight Co IncCOM347$3.40 萬<0.1%+60+20.9%加碼歷史
AVTRAvantor, Inc.COM1,016$3.40 萬<0.1%−291−22.3%減碼歷史
Nushares ETF Tr67092P888NUVEEN ESG EMRGN1,107$3.40 萬<0.1%+824+291.2%加碼–
WTWWillis Towers Watson PLCSHS142$3.40 萬<0.1%+50+54.3%加碼歷史
Ssga Active ETF Tr78467V848ST STR TOTAL ETF766$3.40 萬<0.1%−219−22.2%減碼–
UMCUnited Microelectronics CorpSPON ADR NEW3,699$3.40 萬<0.1%+1,853+100.4%加碼歷史
APOApollo Global Management, Inc.COM555$3.40 萬<0.1%00.0%不變歷史
SPDR Series Trust78464A284ST NUVE HIGH ETF614$3.40 萬<0.1%00.0%不變–
ONBOld National BancorpStock2,031$3.30 萬<0.1%+706+53.3%加碼歷史
CNCCentene CorpStock385$3.30 萬<0.1%+69+21.8%加碼歷史
LVSLas Vegas Sands CorpCOM836$3.30 萬<0.1%+199+31.2%加碼歷史
CIENCiena CorpCOM NEW537$3.30 萬<0.1%−419−43.8%減碼歷史
ESEversource EnergyStock358$3.20 萬<0.1%−7−1.9%減碼歷史
ROPRoper Technologies IncStock69$3.20 萬<0.1%+13+23.2%加碼歷史
SHOPShopify Inc.Stock47$3.20 萬<0.1%−10−17.5%減碼歷史
HWCHancock Whitney CorpCOM622$3.20 萬<0.1%+3+0.5%加碼歷史
DDDuPont de Nemours, Inc.COM437$3.20 萬<0.1%−93−17.5%減碼歷史
TEAMAtlassian CorpCL A111$3.20 萬<0.1%−6−5.1%減碼歷史
SHELShell plcADR577$3.10 萬<0.1%+577新進歷史
GNRCGenerac Holdings Inc.Stock105$3.10 萬<0.1%+12+12.9%加碼歷史
KMIKinder Morgan, Inc.Stock1,651$3.10 萬<0.1%+38+2.4%加碼歷史
BBYBest Buy Co IncStock335$3.10 萬<0.1%−18−5.1%減碼歷史
KEYSKeysight Technologies, Inc.Stock194$3.10 萬<0.1%−36−15.7%減碼歷史
BXBlackstone Inc.COM246$3.10 萬<0.1%+69+39.0%加碼歷史
KMXCarMax IncCOM320$3.10 萬<0.1%−9−2.7%減碼歷史
PSAPublic StorageCOM79$3.10 萬<0.1%+11+16.2%加碼歷史
STRAStrategic Education, Inc.COM474$3.10 萬<0.1%+133+39.0%加碼歷史
NSITInsight Enterprises IncCOM288$3.10 萬<0.1%00.0%不變歷史
PPGPPG Industries IncStock232$3.00 萬<0.1%+30+14.9%加碼歷史
TRVTravelers Companies, Inc.Stock166$3.00 萬<0.1%+13+8.5%加碼歷史
WisdomTree Tr97717X701EUROPE HEDGED EQ410$3.00 萬<0.1%00.0%不變–
BKUBankUnited, Inc.COM698$3.00 萬<0.1%−12−1.7%減碼歷史
STMSTMicroelectronics N.V.NY REGISTRY681$3.00 萬<0.1%+312+84.6%加碼歷史
EGPEastgroup Properties IncCOM150$3.00 萬<0.1%+25+20.0%加碼歷史
AAgilent Technologies, Inc.COM221$2.90 萬<0.1%+29+15.1%加碼歷史
HSYHershey CoCOM134$2.90 萬<0.1%+8+6.3%加碼歷史
MTRNMATERION CorpCOM341$2.90 萬<0.1%−13−3.7%減碼歷史
SANMSanmina CorpCOM708$2.90 萬<0.1%00.0%不變歷史
CLFCleveland-Cliffs Inc.COM905$2.90 萬<0.1%00.0%不變歷史
LENLennar CorpCL A369$2.90 萬<0.1%+187+102.7%加碼歷史
TTTrane Technologies plcSHS188$2.90 萬<0.1%+3+1.6%加碼歷史
FTHYFirst Trust High Yield Opportunities 2027 Term FundCOM1,640$2.90 萬<0.1%00.0%不變歷史
DXCDXC Technology CoStock843$2.80 萬<0.1%+259+44.3%加碼歷史
TDToronto Dominion BankStock353$2.80 萬<0.1%00.0%不變歷史
Capital Group Intl Focus EQT14019W109SHS CREAT UNIT1,140$2.80 萬<0.1%+1,140新進–
BBWIBath & Body Works, Inc.COM585$2.80 萬<0.1%+486+490.9%加碼歷史
HUBGHub Group, Inc.CL A362$2.80 萬<0.1%00.0%不變歷史
SHGShinhan Financial Group Co LtdSPN ADR RESTRD855$2.80 萬<0.1%−467−35.3%減碼歷史
VCVisteon CorpCOM NEW259$2.80 萬<0.1%00.0%不變歷史
iShares Tr464287333GLOBAL FINLS ETF344$2.80 萬<0.1%−1,927−84.9%減碼–
HSBCHSBC Holdings PLCSPON ADR NEW826$2.80 萬<0.1%+575+229.1%加碼歷史
AVAVAeroVironment IncCOM295$2.80 萬<0.1%00.0%不變歷史
WITWipro LtdSPON ADR 1 SH3,666$2.80 萬<0.1%+686+23.0%加碼歷史
REZIResideo Technologies, Inc.Stock1,129$2.70 萬<0.1%+913+422.7%加碼歷史
Vanguard Morningstar Small-Cap Growth ETF922908595ETF110$2.70 萬<0.1%−90−45.0%減碼–
Vanguard Financials ETF92204A405ETF291$2.70 萬<0.1%−51−14.9%減碼–
State Street SPDR S&P Bank ETF78464A797ETF517$2.70 萬<0.1%−148−22.3%減碼–
CNICanadian National Railway CoStock202$2.70 萬<0.1%−1,213−85.7%減碼歷史
LNTHLantheus Holdings, Inc.Stock482$2.70 萬<0.1%+57+13.4%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