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Livermore
Livermore
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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
最新申報
2026/7/24

2022 年第 2 季持倉

持倉截至 2022/6/30，2022/8/1 申報。只含多頭部位，變化是跟 2022 年第 1 季比股數。

機構總覽
持股檔數
1,748
較 2022 年第 1 季 +31
總值
$3.88 億
較 2022 年第 1 季 −$633.9 萬 (−1.6%)
申報日
2022/8/1
SEC
EverSource Wealth Advisors, LLC 在 2022 年第 2 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
Schwab U.S. Large-Cap Growth ETF808524300ETF4$00.0%00.0%不變–
ARK Blockchain & Fintech Innovation ETF00214Q708ETF28$00.0%00.0%不變–
ZIMVZimVie Inc.Stock17$00.0%−5−22.7%減碼歷史
LAMRLamar Advertising CoREIT5$00.0%+5新進歷史
iShares Global Clean Energy ETF464288224ETF15$00.0%+15新進–
PLTRPalantir Technologies Inc.Stock50$00.0%+50新進歷史
CRNTCeragon Networks LtdStock125$00.0%+125新進歷史
TDCTeradata CorpStock12$00.0%00.0%不變歷史
QSQuantumScape CorpCOM CL A50$00.0%00.0%不變歷史
JXNJackson Financial Inc.COM CL A18$00.0%00.0%不變歷史
NWSANews CorpCL A56$00.0%−73−56.6%減碼歷史
HOGHarley-Davidson, Inc.COM14$00.0%00.0%不變歷史
Schwab Strategic Tr8085247141 5YR CORP BD5$00.0%+5新進–
BFHBread Financial Holdings, Inc.COM17$00.0%00.0%不變歷史
VSXYVictoria's Secret & Co.COMMON STOCK6$00.0%00.0%不變歷史
MATMattel IncCOM30$00.0%+30新進歷史
RAREUltragenyx Pharmaceutical Inc.COM16$00.0%−69−81.2%減碼歷史
WisdomTree Tr97717W588US LARGECAP FUND12$00.0%+12新進–
ASANAsana, Inc.CL A27$00.0%−111−80.4%減碼歷史
AFRMAffirm Holdings, Inc.COM CL A4$00.0%+4新進歷史
MANUManchester United plcORD CL A10$00.0%00.0%不變歷史
Direxion Shares ETF Trust25460G609DAI ENE BUL ETF4$00.0%00.0%不變–
Pacer FDS Tr69374H741DATA AND INFRAST10$00.0%00.0%不變–
NXHNeighborhood Intelligence, Inc.COM3$00.0%−15−83.3%減碼歷史
ZZillow Group, Inc.CL C CAP STK13$00.0%−17−56.7%減碼歷史
AKBAAkebia Therapeutics, Inc.COM1,250$00.0%00.0%不變歷史
BYNDBeyond Meat, Inc.COM5$00.0%00.0%不變歷史
BRCCBRC Inc.COM CL A5$00.0%00.0%不變歷史
CPSHCPS Technologies CorpCOM50$00.0%+50新進歷史
DLOdLocal LtdCLASS A COM9$00.0%+9新進歷史
FLNAFilana Therapeutics, Inc.COM5$00.0%00.0%不變歷史
LELands' End, Inc.COM3$00.0%00.0%不變歷史
MATVMativ Holdings, Inc.COM8$00.0%−88−91.7%減碼歷史
VYXNCR Voyix CorpCOM12$00.0%00.0%不變歷史
NVCRNovoCure LtdORD SHS12$00.0%00.0%不變歷史
BNGOBionano Genomics, Inc.COM100$00.0%+100新進歷史
CNVSCineverse Corp.COM NEW200$00.0%+200新進歷史
DRRXDurect CorpCOM1,000$00.0%00.0%不變歷史
ETF Managers Tr26924G508ETFMG ALTR HRVST70$00.0%−100−58.8%減碼–
EXASExact Sciences CorpCOM5$00.0%00.0%不變歷史
FCELFuelcell Energy IncCOM50$00.0%+50新進歷史
Hexo Corp428304307COM NEW25$00.0%+25新進–
IDEXIdeanomics, Inc.COM225$00.0%+225新進歷史
IZEAIZEA Worldwide, Inc.COM7$00.0%00.0%不變歷史
Mobile Telesystems PJSC607409109SPONSORED ADR424$00.0%00.0%不變–
NGLNGL Energy Partners LPCOM UNIT REPST250$00.0%00.0%不變歷史
SENSSenseonics Holdings, Inc.COM200$00.0%+200新進歷史
SMARSmartsheet IncCOM CL A26$00.0%00.0%不變歷史
The Very Good Food Co Inc Cad88340B109Common Stock1,000$00.0%00.0%不變–
WKHSWorkhorse Group Inc.COM NEW19$00.0%+19新進歷史
ZOMDFZomedica Corp.COM300$00.0%+300新進歷史
PSFEPaysafe LtdORD40$00.0%00.0%不變歷史
Schwab Emerging Markets Equity ETF808524706ETF23$1,000<0.1%00.0%不變–
Vanguard Consumer Staples ETF92204A207ETF4$1,000<0.1%00.0%不變–
Occidental Pete Corp WT Exp 080327674599162Stock31$1,000<0.1%+31新進–
FSLRFirst Solar, Inc.Stock10$1,000<0.1%00.0%不變歷史
SOFISoFi Technologies, Inc.Stock159$1,000<0.1%+159新進歷史
PATHUiPath, Inc.Stock40$1,000<0.1%00.0%不變歷史
GXOGXO Logistics, Inc.Stock14$1,000<0.1%00.0%不變歷史
EMBCEmbecta Corp.Stock24$1,000<0.1%+24新進歷史
State Street SPDR S&P Regional Banking ETF78464A698ETF16$1,000<0.1%+16新進–
KTBKontoor Brands, Inc.Stock36$1,000<0.1%00.0%不變歷史
PAYCPaycom Software, Inc.Stock3$1,000<0.1%−21−87.5%減碼歷史
ALLYAlly Financial Inc.Stock15$1,000<0.1%−280−94.9%減碼歷史
FFIVF5, Inc.Stock7$1,000<0.1%+1+16.7%加碼歷史
AAAlcoa CorpStock25$1,000<0.1%+25新進歷史
KSSKOHLS CorpStock27$1,000<0.1%00.0%不變歷史
ARK ETF Tr00214Q807SPACE & DEFENSE50$1,000<0.1%00.0%不變–
CRSPCRISPR Therapeutics AGNAMEN AKT15$1,000<0.1%+15新進歷史
TGITriumph Group IncCOM101$1,000<0.1%−144−58.8%減碼歷史
PRKSUnited Parks & Resorts Inc.COM23$1,000<0.1%00.0%不變歷史
TECHBIO-TECHNE CorpCOM4$1,000<0.1%+3+300.0%加碼歷史
RWTRedwood Trust IncCOM192$1,000<0.1%−58−23.2%減碼歷史
EXRExtra Space Storage Inc.COM9$1,000<0.1%−1−10.0%減碼歷史
TYLTyler Technologies IncCOM2$1,000<0.1%+2新進歷史
THCTenet Healthcare CorpCOM NEW27$1,000<0.1%−65−70.7%減碼歷史
TNLTravel & Leisure Co.COM38$1,000<0.1%00.0%不變歷史
HUBBHubbell IncCOM5$1,000<0.1%+5新進歷史
RLRalph Lauren CorpCL A8$1,000<0.1%00.0%不變歷史
GAPGap IncCOM236$1,000<0.1%−192−44.9%減碼歷史
iShares Tr46434V274INTL EQTY FACTOR38$1,000<0.1%00.0%不變–
EXTRExtreme Networks IncCOM162$1,000<0.1%00.0%不變歷史
SKTTanger Inc.COM101$1,000<0.1%00.0%不變歷史
MUFGMitsubishi Ufj Financial Group IncSPONSORED ADS174$1,000<0.1%00.0%不變歷史
NXRTNexPoint Residential Trust, Inc.COM23$1,000<0.1%00.0%不變歷史
SSPE.W. Scripps CoCL A NEW106$1,000<0.1%−329−75.6%減碼歷史
TVGrupo Televisa, S.A.B.SPON ADR REP ORD175$1,000<0.1%−406−69.9%減碼歷史
First Tr Exchange-Traded FD33738D408FIRST TR TA HIYL35$1,000<0.1%00.0%不變–
NTRSNorthern Trust CorpCOM14$1,000<0.1%+14新進歷史
PCORProcore Technologies, Inc.COM27$1,000<0.1%00.0%不變歷史
MECMayville Engineering Company, Inc.COM191$1,000<0.1%+191新進歷史
ANIKAnika Therapeutics, Inc.COM62$1,000<0.1%00.0%不變歷史
RIGTransocean Ltd.REGISTERED SHS240$1,000<0.1%00.0%不變歷史
SRPTSarepta Therapeutics, Inc.COM17$1,000<0.1%00.0%不變歷史
UGPUltrapar Holdings IncSP ADR REP COM621$1,000<0.1%00.0%不變歷史
SLGSL Green Realty CorpCOM32$1,000<0.1%−24−42.9%減碼歷史
RNGRingCentral, Inc.CL A28$1,000<0.1%+28新進歷史
BCEBce IncCOM NEW18$1,000<0.1%00.0%不變歷史
TNDMTandem Diabetes Care IncCOM NEW20$1,000<0.1%00.0%不變歷史
ETDEthan Allen Interiors IncCOM50$1,000<0.1%−277−84.7%減碼歷史

2022 年第 1 季之後清倉（223 檔）

2022 年第 1 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 223 檔。

EverSource Wealth Advisors, LLC 在 2022 年第 1 季之後清倉的部位
證券類別2022 年第 1 季股數2022 年第 1 季市值2022 年第 1 季佔組合 %紀錄
State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663ETF7,592$69.4 萬0.2%–
AZPNASPENTECH CorpCOM3,708$61.3 萬0.2%歷史
Vanguard BD Index FDS92203C303VANGUARD ULTRA2,068$10.2 萬<0.1%–
GSKGSK plcSPONSORED ADR2,340$10.2 萬<0.1%歷史
Signature BK New York N Y82669G104COM269$7.80 萬<0.1%–
State Street SPDR Portfolio Aggregate Bond ETF78464A649ETF2,146$6.00 萬<0.1%–
VanEck ETF Trust92189H409HIGH YLD MUNIETF1,000$5.70 萬<0.1%–
State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474ETF1,793$5.40 萬<0.1%–
SPDR Series Trust78468R408ST TERM HIGH ETF1,785$4.70 萬<0.1%–
CDKCDK Global, Inc.COM790$3.80 萬<0.1%歷史
CMPCompass Minerals International IncStock592$3.70 萬<0.1%歷史
Ssga Active ETF Tr78467V848ST STR TOTAL ETF766$3.40 萬<0.1%–
SPDR Series Trust78464A284ST NUVE HIGH ETF614$3.40 萬<0.1%–
State Street SPDR S&P Bank ETF78464A797ETF517$2.70 萬<0.1%–
Global X FDS37954Y343GLBL X MLP ETF643$2.60 萬<0.1%–
GTLSChart Industries IncCOM147$2.50 萬<0.1%歷史
SVCService Properties TrustCOM SH BEN INT2,578$2.30 萬<0.1%歷史
FLOWSPX FLOW, Inc.COM255$2.20 萬<0.1%歷史
US Ecology, Inc.91734M103COM474$2.20 萬<0.1%–
BBBY20230930-DK-Butterfly-1, Inc.COM919$2.10 萬<0.1%歷史
REGIRenewable Energy Group, Inc.COM NEW345$2.10 萬<0.1%歷史
State Street Real Estate Select Sector SPDR ETF81369Y860ETF412$2.00 萬<0.1%–
EATBrinker International, IncStock528$2.00 萬<0.1%歷史
Invesco Exchange Traded FD T46137V407INVESCO MSCI303$1.90 萬<0.1%–
SPDR Index Shs FDS78463X202ST STR EU 50 ETF462$1.90 萬<0.1%–
Invesco Exch Traded FD Tr II46138G508SR LN ETF855$1.90 萬<0.1%–
CGNXCognex CorpCOM243$1.90 萬<0.1%歷史
WBDWarner Bros. Discovery, Inc.COM SER A779$1.90 萬<0.1%歷史
ISBCInvestors Bancorp, Inc.COM1,235$1.90 萬<0.1%歷史
State Street Materials Select Sector SPDR ETF81369Y100ETF196$1.70 萬<0.1%–
iShares MSCI USA Momentum Factor ETF46432F396ETF100$1.70 萬<0.1%–
PLNTPlanet Fitness, Inc.CL A189$1.60 萬<0.1%歷史
RBARB Global Inc.COM270$1.60 萬<0.1%歷史
WWDWoodward, Inc.COM120$1.50 萬<0.1%歷史
LSCCLattice Semiconductor CorpCOM223$1.40 萬<0.1%歷史
EVHEvolent Health, Inc.CL A421$1.40 萬<0.1%歷史
CUBECubeSmartREIT243$1.30 萬<0.1%歷史
SKMSK Telecom Co LtdSPONSORED ADR490$1.30 萬<0.1%歷史
FNDFloor & Decor Holdings, Inc.CL A157$1.30 萬<0.1%歷史
ATRCAtriCure, Inc.COM202$1.30 萬<0.1%歷史
MNRLMNRL Sub Inc.CL A COM512$1.30 萬<0.1%歷史
EVRIEveri Holdings Inc.COM613$1.30 萬<0.1%歷史
Vanguard S&P 500 Growth ETF921932505ETF44$1.20 萬<0.1%–
FOEFerro CorpCOM556$1.20 萬<0.1%歷史
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833ETF111$1.10 萬<0.1%–
CELHCelsius Holdings, Inc.COM NEW194$1.10 萬<0.1%歷史
Invesco Exch Traded FD Tr II46138E784EMRNG MKT SVRG498$1.10 萬<0.1%–
iShares Tr464288273EAFE SML CP ETF173$1.10 萬<0.1%–
RIGLRigel Pharmaceuticals IncCOM NEW3,869$1.10 萬<0.1%歷史
State Street Utilities Select Sector SPDR ETF81369Y886ETF130$1.00 萬<0.1%–
KNSLKinsale Capital Group, Inc.Stock46$1.00 萬<0.1%歷史
Global X FDS37954Y442CLOUD COMPUTNG448$1.00 萬<0.1%–
GMABGenmab A/SSPONSORED ADS288$1.00 萬<0.1%歷史
PEGAPegasystems IncCOM122$1.00 萬<0.1%歷史
UHTUniversal Health Realty Income TrustSH BEN INT163$1.00 萬<0.1%歷史
CCMPCMC Materials, Inc.COM52$1.00 萬<0.1%歷史
SUMSummit Materials, Inc.CL A319$1.00 萬<0.1%歷史
FLRFluor CorpStock300$9,000<0.1%歷史
ICLRIcon PLCCOM36$9,000<0.1%歷史
BEAMBeam Therapeutics Inc.COM154$9,000<0.1%歷史
LITELumentum Holdings Inc.COM95$9,000<0.1%歷史
HALOHalozyme Therapeutics, Inc.COM215$9,000<0.1%歷史
HZOMarinemax IncCOM224$9,000<0.1%歷史
SPTSprout Social, Inc.COM CL A111$9,000<0.1%歷史
Natura &CO Hldg S A63884N108ADS843$9,000<0.1%–
TUPTupperware Brands CorpCOM456$9,000<0.1%歷史
TREXTrex Co IncCOM124$8,000<0.1%歷史
WINGWingstop Inc.COM64$8,000<0.1%歷史
OMCLOmnicell, Inc.COM64$8,000<0.1%歷史
MDPediatrix Medical Group, Inc.COM330$8,000<0.1%歷史
MEDPMedpace Holdings, Inc.COM46$8,000<0.1%歷史
INSPInspire Medical Systems, Inc.COM32$8,000<0.1%歷史
OFIXOrthofix Medical Inc.COM242$8,000<0.1%歷史
CNXNPC Connection IncCOM155$8,000<0.1%歷史
CSIICardiovascular Systems IncCOM342$8,000<0.1%歷史
MGPMGM Growth Properties LLCCL A COM210$8,000<0.1%歷史
CASYCaseys General Stores IncCOM33$7,000<0.1%歷史
MPAAMotorcar Parts of America IncCOM410$7,000<0.1%歷史
PJTPJT Partners Inc.COM CL A105$7,000<0.1%歷史
First Tr Exchange-Traded FD33734X846NASDAQ CYB ETF138$7,000<0.1%–
BGSB&G Foods, Inc.COM267$7,000<0.1%歷史
BLNKBlink Charging Co.COM250$7,000<0.1%歷史
Direxion Shs ETF Tr25459Y694DLY FIN BULL NEW61$7,000<0.1%–
OPIOffice Properties Income TrustCOM SHS BEN INT278$7,000<0.1%歷史
WUWestern Union COStock295$6,000<0.1%歷史
SLABSilicon Laboratories Inc.Stock43$6,000<0.1%歷史
Global X FDS37954Y848GLOBAL X SILVER165$6,000<0.1%–
BCOBrinks CoCOM83$6,000<0.1%歷史
SABRSabre CorpCOM505$6,000<0.1%歷史
CWSTCasella Waste Systems IncCL A64$6,000<0.1%歷史
GOGrocery Outlet Holding Corp.COM181$6,000<0.1%歷史
ADTNADTRAN Holdings, Inc.COM362$6,000<0.1%歷史
Atech (Parent) Resolution Corp.00973N102COM913$6,000<0.1%–
ATRSAntares Pharma, Inc.COM1,352$6,000<0.1%歷史
EVOPEVO Payments, Inc.CL A COM244$6,000<0.1%歷史
KRTXKaruna Therapeutics, Inc.COM50$6,000<0.1%歷史
PBCTPeople's United Financial, Inc.COM283$6,000<0.1%歷史
Fidelity MSCI Energy Index ETF316092402ETF237$5,000<0.1%–
BPMCBlueprint Medicines CorpCOM81$5,000<0.1%歷史
PGNYProgyny, Inc.COM105$5,000<0.1%歷史