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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
PCARPaccar IncCOM313$2.70 萬<0.1%+65+26.2%加碼歷史
AXTAAxalta Coating Systems Ltd.COM1,111$2.70 萬<0.1%−886−44.4%減碼歷史
MOSMosaic CoCOM409$2.70 萬<0.1%+86+26.6%加碼歷史
SMPLSimply Good Foods CoCOM707$2.70 萬<0.1%00.0%不變歷史
PBAPembina Pipeline CorpCOM699$2.70 萬<0.1%−23−3.2%減碼歷史
DALDelta Air Lines, Inc.COM NEW674$2.70 萬<0.1%+36+5.6%加碼歷史
FCNCAFirst Citizens Bancshares IncCL A40$2.70 萬<0.1%+40新進歷史
AELAmerican National Group Inc.COM690$2.70 萬<0.1%00.0%不變歷史
LXPLXP Industrial TrustCOM1,725$2.70 萬<0.1%00.0%不變歷史
EQHEquitable Holdings, Inc.COM833$2.60 萬<0.1%00.0%不變歷史
FMSFresenius Medical Care AGSPONSORED ADR765$2.60 萬<0.1%+105+15.9%加碼歷史
Global X FDS37954Y343GLBL X MLP ETF643$2.60 萬<0.1%−185−22.3%減碼–
SMBKSmartfinancial Inc.COM NEW1,000$2.60 萬<0.1%00.0%不變歷史
AMXAmerica Movil SAB de CVSPON ADR L SHS1,209$2.60 萬<0.1%+251+26.2%加碼歷史
CMAComerica IncCOM285$2.60 萬<0.1%+67+30.7%加碼歷史
APTVAptiv PLCSHS220$2.60 萬<0.1%+94+74.6%加碼歷史
SYYSysco CorpStock312$2.50 萬<0.1%−6−1.9%減碼歷史
ECLEcolab Inc.Stock143$2.50 萬<0.1%+33+30.0%加碼歷史
KHCKraft Heinz CoStock631$2.50 萬<0.1%−749−54.3%減碼歷史
TWSTTwist Bioscience CorpCOM500$2.50 萬<0.1%00.0%不變歷史
ROGRogers CorpCOM92$2.50 萬<0.1%00.0%不變歷史
MACMacerich CoCOM1,619$2.50 萬<0.1%+1,325+450.7%加碼歷史
DHTDHT Holdings, Inc.SHS NEW4,254$2.50 萬<0.1%−346−7.5%減碼歷史
IDXXIDEXX Laboratories IncCOM46$2.50 萬<0.1%+4+9.5%加碼歷史
LLoews CorpCOM392$2.50 萬<0.1%+90+29.8%加碼歷史
HOPEHope Bancorp IncCOM1,502$2.50 萬<0.1%00.0%不變歷史
GTLSChart Industries IncCOM147$2.50 萬<0.1%00.0%不變歷史
FUSBFirst US Bancshares, Inc.COM2,106$2.50 萬<0.1%00.0%不變歷史
SITCSITE Centers Corp.COM1,519$2.50 萬<0.1%00.0%不變歷史
CMBTCmb.tech NVSHS2,370$2.50 萬<0.1%00.0%不變歷史
MCKMcKesson CorpStock78$2.40 萬<0.1%−72−48.0%減碼歷史
ACHAccendra Health IncStock551$2.40 萬<0.1%−85−13.4%減碼歷史
FASTFastenal CoStock401$2.40 萬<0.1%+94+30.6%加碼歷史
MLIMueller Industries IncCOM444$2.40 萬<0.1%00.0%不變歷史
NXPINXP Semiconductors N.V.COM129$2.40 萬<0.1%+39+43.3%加碼歷史
OKEONEOK IncCOM335$2.40 萬<0.1%+36+12.0%加碼歷史
BCCBoise Cascade CoCOM346$2.40 萬<0.1%00.0%不變歷史
Advisorshares Ranger Equity Bear ETF00768Y883CEF970$2.40 萬<0.1%+170+21.3%加碼–
DREDuke Realty CorpCOM NEW410$2.40 萬<0.1%+114+38.5%加碼歷史
Paramount Global92556H206CL B617$2.40 萬<0.1%−104−14.4%減碼–
Cyberark Software LtdM2682V108SHS141$2.40 萬<0.1%−8−5.4%減碼–
GLWCorning IncCOM647$2.30 萬<0.1%+54+9.1%加碼歷史
FHBFirst Hawaiian, Inc.COM836$2.30 萬<0.1%+220+35.7%加碼歷史
CNMDCONMED CorpCOM155$2.30 萬<0.1%00.0%不變歷史
PRLBProto Labs IncCOM426$2.30 萬<0.1%−29−6.4%減碼歷史
PBHPrestige Consumer Healthcare Inc.COM435$2.30 萬<0.1%00.0%不變歷史
FBPFirst BancorpCOM NEW1,745$2.30 萬<0.1%−85−4.6%減碼歷史
NTRNutrien Ltd.COM223$2.30 萬<0.1%00.0%不變歷史
SVCService Properties TrustCOM SH BEN INT2,578$2.30 萬<0.1%+1,843+250.7%加碼歷史
AAWWAtlas Air Worldwide Holdings IncCOM NEW258$2.30 萬<0.1%+12+4.9%加碼歷史
WIREEncore Wire CorpCOM200$2.30 萬<0.1%00.0%不變歷史
MANTMantech International CorpCL A266$2.30 萬<0.1%+214+411.5%加碼歷史
Vanguard Morningstar Mid-Cap ETF922908629ETF93$2.20 萬<0.1%+1+1.1%加碼–
FCXFreeport-McMoran IncStock427$2.20 萬<0.1%+108+33.9%加碼歷史
HOODRobinhood Markets, Inc.Stock1,600$2.20 萬<0.1%+1,000+166.7%加碼歷史
iShares U.S. Medical Devices ETF464288810ETF371$2.20 萬<0.1%00.0%不變–
SAPSAP SEADR200$2.20 萬<0.1%−28−12.3%減碼歷史
XRAYDentsply Sirona Inc.Stock438$2.20 萬<0.1%+365+500.0%加碼歷史
FULFuller H B CoStock332$2.20 萬<0.1%00.0%不變歷史
ACAArcosa, Inc.COM390$2.20 萬<0.1%+105+36.8%加碼歷史
ESTCElastic N.V.ORD SHS250$2.20 萬<0.1%00.0%不變歷史
SKYWSkywest IncCOM765$2.20 萬<0.1%+338+79.2%加碼歷史
HRLHormel Foods CorpCOM414$2.20 萬<0.1%+234+130.0%加碼歷史
IXOrix CorpSPONSORED ADR228$2.20 萬<0.1%00.0%不變歷史
iShares Tr46434V696CORE MSCI PAC369$2.20 萬<0.1%00.0%不變–
EBAYeBay IncCOM377$2.20 萬<0.1%−23−5.8%減碼歷史
PACPacific Airport GroupSPON ADS B136$2.20 萬<0.1%+136新進歷史
GPIGroup 1 Automotive IncCOM134$2.20 萬<0.1%−2−1.5%減碼歷史
LEALear CorpCOM NEW154$2.20 萬<0.1%−23−13.0%減碼歷史
OPLNOPENLANE, Inc.COM1,173$2.20 萬<0.1%+1,173新進歷史
BDNBrandywine Realty TrustSH BEN INT NEW1,564$2.20 萬<0.1%−179−10.3%減碼歷史
RESRPC IncCOM2,038$2.20 萬<0.1%00.0%不變歷史
ALEXAlexander & Baldwin, Inc.COM919$2.20 萬<0.1%00.0%不變歷史
MMPMagellan Midstream Partners, L.P.COM UNIT RP LP450$2.20 萬<0.1%00.0%不變歷史
ROICRetail Opportunity Investments CorpCOM1,121$2.20 萬<0.1%00.0%不變歷史
FLOWSPX FLOW, Inc.COM255$2.20 萬<0.1%00.0%不變歷史
US Ecology, Inc.91734M103COM474$2.20 萬<0.1%+474新進–
Schwab U.S. Small-Cap ETF808524607ETF452$2.10 萬<0.1%00.0%不變依 2 比 1 拆股換算–
RIORio Tinto PLCADR260$2.10 萬<0.1%00.0%不變歷史
VEEVVeeva Systems IncStock99$2.10 萬<0.1%−49−33.1%減碼歷史
SFNCSimmons First National CorpCL A $1 PAR795$2.10 萬<0.1%00.0%不變歷史
CSTMConstellium SECL A SHS1,161$2.10 萬<0.1%+83+7.7%加碼歷史
XHRXenia Hotels & Resorts, Inc.COM1,095$2.10 萬<0.1%00.0%不變歷史
DRHDiamondRock Hospitality CoCOM2,109$2.10 萬<0.1%00.0%不變歷史
LNCLincoln National CorpCOM318$2.10 萬<0.1%+28+9.7%加碼歷史
EPAMEPAM Systems, Inc.COM73$2.10 萬<0.1%+4+5.8%加碼歷史
SEMSelect Medical Holdings CorpCOM884$2.10 萬<0.1%+801+965.1%加碼歷史
BBBY20230930-DK-Butterfly-1, Inc.COM919$2.10 萬<0.1%+919新進歷史
FETForum Energy Technologies, Inc.Common908$2.10 萬<0.1%00.0%不變歷史
REGIRenewable Energy Group, Inc.COM NEW345$2.10 萬<0.1%+345新進歷史
State Street Real Estate Select Sector SPDR ETF81369Y860ETF412$2.00 萬<0.1%−119−22.4%減碼–
TAKTakeda Pharmaceutical Co LtdADR1,420$2.00 萬<0.1%+1,326+1,410.6%加碼歷史
SWKSSkyworks Solutions, Inc.Stock150$2.00 萬<0.1%−150−50.0%減碼歷史
TROWPrice T Rowe Group IncStock130$2.00 萬<0.1%+74+132.1%加碼歷史
ZMZoom Communications, Inc.Stock169$2.00 萬<0.1%−26−13.3%減碼歷史
EATBrinker International, IncStock528$2.00 萬<0.1%+148+38.9%加碼歷史
DBX ETF Tr233051432XTRACK USD HIGH533$2.00 萬<0.1%+4+0.8%加碼–
LPLLG Display Co., Ltd.SPONS ADR REP2,420$2.00 萬<0.1%+58+2.5%加碼歷史
ABCBAmeris BancorpCOM439$2.00 萬<0.1%−135−23.5%減碼歷史
UFPIUfp Industries IncCOM255$2.00 萬<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