跳到主要內容
Livermore
Livermore
中文EN

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
ROPRoper Technologies IncStock71$2.80 萬<0.1%+2+2.9%加碼歷史
TRVTravelers Companies, Inc.Stock164$2.80 萬<0.1%−2−1.2%減碼歷史
NXPINXP Semiconductors N.V.COM181$2.80 萬<0.1%+52+40.3%加碼歷史
EBAYeBay IncCOM672$2.80 萬<0.1%+295+78.2%加碼歷史
HWCHancock Whitney CorpCOM625$2.80 萬<0.1%+3+0.5%加碼歷史
TTTrane Technologies plcSHS213$2.80 萬<0.1%+25+13.3%加碼歷史
China Petroleum & Chemical C16941R108SPON ADR H SHS616$2.80 萬<0.1%+432+234.8%加碼–
CMBTCmb.tech NVSHS2,370$2.80 萬<0.1%00.0%不變歷史
PRUPrudential Financial IncStock298$2.90 萬<0.1%+1+0.3%加碼歷史
FNFFidelity National Financial, Inc.COM SHS784$2.90 萬<0.1%−3−0.4%減碼歷史
HSYHershey CoCOM134$2.90 萬<0.1%00.0%不變歷史
BBWIBath & Body Works, Inc.COM1,062$2.90 萬<0.1%+477+81.5%加碼歷史
Victory Portfolios II92647N873VCSHS US SMCP HG562$2.90 萬<0.1%+562新進–
ETRNMidstream Co LLCCOM4,595$2.90 萬<0.1%+384+9.1%加碼歷史
MANTMantech International CorpCL A306$2.90 萬<0.1%+40+15.0%加碼歷史
Tata MTRS Ltd876568502SPONSORED ADR1,125$2.90 萬<0.1%−216−16.1%減碼–
U.S. Global Jets ETF26922A842ETF1,804$3.00 萬<0.1%−182−9.2%減碼–
Nushares ETF Tr67092P888NUVEEN ESG EMRGN1,117$3.00 萬<0.1%+10+0.9%加碼–
NVMINova Ltd.COM344$3.00 萬<0.1%+344新進歷史
ETSYEtsy IncCOM418$3.00 萬<0.1%−51−10.9%減碼歷史
MCKMcKesson CorpStock96$3.10 萬<0.1%+18+23.1%加碼歷史
CORCencora, Inc.Stock224$3.10 萬<0.1%00.0%不變歷史
CDPCopt Defense PropertiesREIT1,168$3.10 萬<0.1%+1,168新進歷史
State Street SPDR Portfolio S&P 500 ETF78464A854ETF694$3.10 萬<0.1%+26+3.9%加碼–
iShares Tr46428743220 YR TR BD ETF269$3.10 萬<0.1%−84−23.8%減碼–
NGGNational Grid PLCSPONSORED ADR NE481$3.10 萬<0.1%00.0%不變歷史
IDAIdacorp IncCOM297$3.10 萬<0.1%+297新進歷史
NPKINPK International Inc.COM SHS10,000$3.10 萬<0.1%00.0%不變歷史
MMacy's, Inc.COM1,685$3.10 萬<0.1%−332−16.5%減碼歷史
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT232$3.10 萬<0.1%+6+2.7%加碼–
ICLICL Group Ltd.SHS3,403$3.10 萬<0.1%+3,188+1,482.8%加碼歷史
KMIKinder Morgan, Inc.Stock1,870$3.20 萬<0.1%+219+13.3%加碼歷史
SAPSAP SEADR354$3.20 萬<0.1%+154+77.0%加碼歷史
LNTHLantheus Holdings, Inc.Stock482$3.20 萬<0.1%00.0%不變歷史
AGOAssured Guaranty LtdCOM579$3.20 萬<0.1%00.0%不變歷史
KMXCarMax IncCOM354$3.20 萬<0.1%+34+10.6%加碼歷史
iShares Tr46432F388MSCI USA VALUE353$3.20 萬<0.1%−1,520−81.2%減碼–
BCRXBiocryst Pharmaceuticals IncCOM2,955$3.20 萬<0.1%00.0%不變歷史
iShares Tr464287721U.S. TECH ETF395$3.20 萬<0.1%−237−37.5%減碼–
PINSPinterest, Inc.CL A1,751$3.20 萬<0.1%+211+13.7%加碼歷史
INVXInnovex International, Inc.COM1,239$3.20 萬<0.1%00.0%不變歷史
WWEWorld Wrestling Entertainment, LLCCL A516$3.20 萬<0.1%−227−30.6%減碼歷史
iShares Core MSCI Emerging Markets ETF46434G103ETF678$3.30 萬<0.1%+29+4.5%加碼–
MAINMain Street Capital CORPCEF852$3.30 萬<0.1%00.0%不變歷史
EWBCEast West Bancorp IncCOM504$3.30 萬<0.1%+39+8.4%加碼歷史
STRAStrategic Education, Inc.COM462$3.30 萬<0.1%−12−2.5%減碼歷史
J P Morgan Exchange Traded F46641Q779US MOMENTUM905$3.30 萬<0.1%00.0%不變–
LENLennar CorpCL A457$3.30 萬<0.1%+88+23.8%加碼歷史
CBRLCracker Barrel Old Country Store, IncCOM400$3.30 萬<0.1%00.0%不變歷史
HIHillenbrand, Inc.COM803$3.30 萬<0.1%+350+77.3%加碼歷史
iShares Tr46436E601ESG MSCI EM LDRS690$3.30 萬<0.1%−1,984−74.2%減碼–
HIGHartford Insurance Group, Inc.Stock515$3.40 萬<0.1%+13+2.6%加碼歷史
UCBUnited Community Banks IncCOM1,123$3.40 萬<0.1%00.0%不變歷史
ITRIItron, Inc.COM698$3.40 萬<0.1%+358+105.3%加碼歷史
T Rowe Price ETF Inc87283Q305PRICE GRW STOCK1,576$3.40 萬<0.1%−641−28.9%減碼–
XELXcel Energy IncStock490$3.50 萬<0.1%−77−13.6%減碼歷史
FHNFirst Horizon CorpCOM1,579$3.50 萬<0.1%+10+0.6%加碼歷史
WSMWilliams Sonoma IncCOM312$3.50 萬<0.1%−44−12.4%減碼歷史
RGAReinsurance Group of America IncCOM NEW296$3.50 萬<0.1%+296新進歷史
ARNCArconic CorpCOM1,249$3.50 萬<0.1%+951+319.1%加碼歷史
State Street Technology Select Sector SPDR ETF81369Y803ETF286$3.60 萬<0.1%00.0%不變–
Dimensional ETF Trust25434V203INTL CORE EQT MK1,495$3.60 萬<0.1%+1,490+29,800.0%加碼–
APOApollo Global Management, Inc.COM732$3.60 萬<0.1%+177+31.9%加碼歷史
PFGPrincipal Financial Group IncCOM560$3.70 萬<0.1%−34−5.7%減碼歷史
EMREmerson Electric CoStock467$3.80 萬<0.1%−145−23.7%減碼歷史
CNCCentene CorpStock448$3.80 萬<0.1%+63+16.4%加碼歷史
NTAPNetApp, Inc.Stock577$3.80 萬<0.1%−82−12.4%減碼歷史
CBRECbre Group, Inc.CL A515$3.80 萬<0.1%+105+25.6%加碼歷史
IFFInternational Flavors & Fragrances IncCOM322$3.80 萬<0.1%+218+209.6%加碼歷史
APTVAptiv PLCSHS427$3.80 萬<0.1%+207+94.1%加碼歷史
WTWWillis Towers Watson PLCSHS200$3.90 萬<0.1%+58+40.8%加碼歷史
Northern LTS FD Tr IV66538H393INSPIRE TACTICAL1,607$3.90 萬<0.1%+1,607新進–
XPOXPO, Inc.COM826$4.00 萬<0.1%00.0%不變歷史
Vanguard Admiral FDS Inc921932794SMLCP 600 GRTH221$4.00 萬<0.1%+1+0.5%加碼–
PPGPPG Industries IncStock359$4.10 萬<0.1%+127+54.7%加碼歷史
ESLTElbit Systems LtdStock180$4.10 萬<0.1%+180新進歷史
RCIRogers Communications IncCL B864$4.10 萬<0.1%−168−16.3%減碼歷史
PEGPublic Service Enterprise Group IncCOM641$4.10 萬<0.1%+46+7.7%加碼歷史
CHRWC. H. Robinson Worldwide, Inc.COM NEW399$4.10 萬<0.1%+2+0.5%加碼歷史
BHVNBiohaven Ltd.COM280$4.10 萬<0.1%+212+311.8%加碼歷史
DXCDXC Technology CoStock1,403$4.20 萬<0.1%+560+66.4%加碼歷史
iShares Russell Mid-Cap Growth ETF464287481ETF532$4.20 萬<0.1%+1+0.2%加碼–
Vanguard Ftse All-World Ex-US Index Fund922042775ETF838$4.20 萬<0.1%00.0%不變–
CTASCintas CorpStock114$4.20 萬<0.1%−16−12.3%減碼歷史
PWRQuanta Services, Inc.COM335$4.20 萬<0.1%00.0%不變歷史
AVTRAvantor, Inc.COM1,354$4.20 萬<0.1%+338+33.3%加碼歷史
WPPWPP plcADR816$4.20 萬<0.1%−86−9.5%減碼歷史
Enerplus Corp292766102COM3,142$4.20 萬<0.1%+3,142新進–
iShares Core S&P U.S. Growth ETF464287671ETF510$4.30 萬<0.1%−29−5.4%減碼–
DVNDevon Energy CorpStock774$4.30 萬<0.1%−130−14.4%減碼歷史
Victory Portfolios II92647N527CORE BD ETF906$4.30 萬<0.1%+906新進–
First Tr Exchange Trad FD VI33739H101FST TR GLB FD1,610$4.30 萬<0.1%−1,982−55.2%減碼–
HIIHuntington Ingalls Industries, Inc.COM199$4.30 萬<0.1%−208−51.1%減碼歷史
SPGSimon Property Group Inc.REIT464$4.40 萬<0.1%+192+70.6%加碼歷史
iShares Tr464287291GLOBAL TECH ETF969$4.40 萬<0.1%−1,522−61.1%減碼–
Victory Portfolios II92647N881VCSHS INTL HG DV1,483$4.40 萬<0.1%+1,483新進–
RITMRithm Capital Corp.REIT4,832$4.50 萬<0.1%+4,832新進歷史
MPWRMonolithic Power Systems, Inc.COM118$4.50 萬<0.1%−17−12.6%減碼歷史
HYTBlackRock Corporate High Yield Fund, Inc.COM4,783$4.60 萬<0.1%00.0%不變歷史
SWKStanley Black & Decker, Inc.COM431$4.60 萬<0.1%+308+250.4%加碼歷史

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