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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
Capital Group Intl Focus EQT14019W109SHS CREAT UNIT2,982$6.20 萬<0.1%+1,842+161.6%加碼–
LCIILci IndustriesCOM553$6.20 萬<0.1%+450+436.9%加碼歷史
TKRTimken CoCOM1,160$6.20 萬<0.1%+1,160新進歷史
CTSHCognizant Technology Solutions CorpCL A916$6.20 萬<0.1%−9−1.0%減碼歷史
SJMJ M SMUCKER CoStock500$6.30 萬<0.1%+436+681.3%加碼歷史
BDXBecton Dickinson & CoStock254$6.30 萬<0.1%00.0%不變歷史
IQVIQVIA Holdings Inc.Stock290$6.30 萬<0.1%+139+92.1%加碼歷史
TCOMTrip.com Group LtdADS2,295$6.30 萬<0.1%+2,295新進歷史
iShares Tr46434V647GLOBAL REIT ETF2,603$6.30 萬<0.1%+93+3.7%加碼–
LOPEGrand Canyon Education, Inc.COM664$6.30 萬<0.1%+664新進歷史
TRGPTarga Resources Corp.COM1,045$6.30 萬<0.1%00.0%不變歷史
FERGFerguson Enterprises Inc.SHS572$6.30 萬<0.1%−55−8.8%減碼歷史
Innovator U.S. Equity Power Buffer ETF - October45782C797ETF2,292$6.40 萬<0.1%00.0%不變–
SSRMSSR Mining Inc.Stock3,815$6.40 萬<0.1%+3,815新進歷史
MFCManulife Financial CorpCOM3,663$6.40 萬<0.1%+3,197+686.1%加碼歷史
OMFOneMain Holdings, Inc.COM1,724$6.40 萬<0.1%+1,724新進歷史
PNWPinnacle West Capital CorpCOM875$6.40 萬<0.1%+758+647.9%加碼歷史
DLTRDollar Tree, Inc.COM414$6.40 萬<0.1%−96−18.8%減碼歷史
LBTYKLiberty Global Ltd.SHS CL C2,903$6.40 萬<0.1%+2,903新進歷史
iShares Tr464288166AGENCY BOND ETF590$6.50 萬<0.1%+590新進–
NOVNOV Inc.COM3,830$6.50 萬<0.1%00.0%不變歷史
iShares Tr464287861EUROPE ETF1,529$6.50 萬<0.1%+1,529新進–
PECOPhillips Edison & Company, Inc.COMMON STOCK1,969$6.50 萬<0.1%−1,666−45.8%減碼歷史
JLLJones Lang Lasalle IncCOM373$6.50 萬<0.1%+373新進歷史
CVLTCommvault Systems IncCOM1,027$6.50 萬<0.1%+1,027新進歷史
VMCVulcan Materials COCOM460$6.60 萬<0.1%+47+11.4%加碼歷史
STMSTMicroelectronics N.V.NY REGISTRY2,090$6.60 萬<0.1%+1,409+206.9%加碼歷史
ONTOOnto Innovation Inc.COM941$6.60 萬<0.1%+941新進歷史
FHIFederated Hermes, Inc.CL B2,081$6.60 萬<0.1%+2,081新進歷史
WIREEncore Wire CorpCOM637$6.60 萬<0.1%+437+218.5%加碼歷史
ORIOld Republic International CorpCOM3,011$6.70 萬<0.1%+3,011新進歷史
TMETencent Music Entertainment GroupSPON ADS13,259$6.70 萬<0.1%+11,947+910.6%加碼歷史
BJBJ's Wholesale Club Holdings, Inc.COM1,077$6.70 萬<0.1%+1,077新進歷史
MTHMeritage Homes CORPCOM924$6.70 萬<0.1%+800+645.2%加碼歷史
ALKAlaska Air Group, Inc.COM1,682$6.70 萬<0.1%+1,510+877.9%加碼歷史
PHIPLDT Inc.SPONSORED ADR2,214$6.70 萬<0.1%+1,920+653.1%加碼歷史
UNMUnum GroupStock1,992$6.80 萬<0.1%+1,550+350.7%加碼歷史
PGRProgressive CorpStock581$6.80 萬<0.1%−116−16.6%減碼歷史
DOWDow Inc.Stock1,331$6.80 萬<0.1%+4+0.3%加碼歷史
iShares Tr464287150CORE S&P TTL STK816$6.80 萬<0.1%00.0%不變–
AEGAegon Ltd.NY REGISTRY SHS15,706$6.80 萬<0.1%+14,453+1,153.5%加碼歷史
MARMarriott International IncStock511$6.90 萬<0.1%+6+1.2%加碼歷史
iShares Core S&P US Value ETF464287663ETF1,032$6.90 萬<0.1%00.0%不變–
BXBlackstone Inc.COM763$6.90 萬<0.1%+517+210.2%加碼歷史
SRCSpirit Realty Capital, Inc.COM NEW1,823$6.90 萬<0.1%+1,823新進歷史
TEAMAtlassian CorpCL A370$6.90 萬<0.1%+259+233.3%加碼歷史
SEICSEI Investments CoCOM1,292$7.00 萬<0.1%+1,292新進歷史
MNSTMonster Beverage CorpCOM762$7.00 萬<0.1%+529+227.0%加碼歷史
GLPIGaming & Leisure Properties, Inc.COM1,508$7.00 萬<0.1%+118+8.5%加碼歷史
PPBIPacific Premier Bancorp IncCOM2,395$7.00 萬<0.1%+1,994+497.3%加碼歷史
iShares Russell Midcap ETF464287499ETF1,100$7.10 萬<0.1%−700−38.9%減碼–
SEESealed Air CorpCOM1,225$7.10 萬<0.1%−1−0.1%減碼歷史
OGSONE Gas, Inc.COM880$7.10 萬<0.1%+880新進歷史
GRCGorman Rupp CoCOM2,500$7.10 萬<0.1%+15+0.6%加碼歷史
BKHBlack Hills CorpCOM979$7.10 萬<0.1%+979新進歷史
WisdomTree Tr97717W505US MIDCAP DIVID1,810$7.10 萬<0.1%00.0%不變–
AITApplied Industrial Technologies IncCOM735$7.10 萬<0.1%+544+284.8%加碼歷史
PSBPS Business Parks, Inc.COM380$7.10 萬<0.1%+380新進歷史
SLBSLB LimitedStock2,025$7.20 萬<0.1%+25+1.3%加碼歷史
DJTTrump Media & Technology Group Corp.Stock2,988$7.20 萬<0.1%+802+36.7%加碼歷史
AINAlbany International CorpCL A920$7.20 萬<0.1%+763+486.0%加碼歷史
EGEverest Group, Ltd.COM254$7.20 萬<0.1%+226+807.1%加碼歷史
GHCGraham Holdings CoCOM CL B127$7.20 萬<0.1%00.0%不變歷史
GIBCgi IncCL A900$7.20 萬<0.1%+829+1,167.6%加碼歷史
Tricon Residential Inc Com NPV89612W102COM7,078$7.20 萬<0.1%+7,078新進–
AIZAssurant, Inc.Stock425$7.30 萬<0.1%+3+0.7%加碼歷史
YUMCYum China Holdings, Inc.COM1,507$7.30 萬<0.1%+1,338+791.7%加碼歷史
ETEnergy Transfer LPCOM UT LTD PTN7,302$7.30 萬<0.1%+200+2.8%加碼歷史
LSTRLandstar System IncCOM505$7.30 萬<0.1%+395+359.1%加碼歷史
BCCBoise Cascade CoCOM1,240$7.30 萬<0.1%+894+258.4%加碼歷史
HZNPHorizon Therapeutics Public Ltd CoSHS924$7.30 萬<0.1%+45+5.1%加碼歷史
TELTE Connectivity plcREG SHS642$7.30 萬<0.1%+183+39.9%加碼歷史
APDAir Products & Chemicals, Inc.Stock306$7.40 萬<0.1%−205−40.1%減碼歷史
ZTSZoetis Inc.Stock427$7.40 萬<0.1%+85+24.9%加碼歷史
TMUST-Mobile US, Inc.Stock549$7.40 萬<0.1%+283+106.4%加碼歷史
Nushares ETF Tr67092P805NUVEEN ESG INTL2,926$7.40 萬<0.1%+72+2.5%加碼–
INGING Groep NVSPONSORED ADR7,525$7.40 萬<0.1%+7,230+2,450.8%加碼歷史
PDDPDD Holdings Inc.SPONSORED ADS1,209$7.40 萬<0.1%+1,088+899.2%加碼歷史
KFYKorn FerryCOM NEW1,278$7.40 萬<0.1%+1,213+1,866.2%加碼歷史
EXPDExpeditors International of Washington IncCOM754$7.40 萬<0.1%+698+1,246.4%加碼歷史
TWLOTwilio IncCL A897$7.40 萬<0.1%+897新進歷史
IVZInvesco Ltd.Stock4,663$7.50 萬<0.1%+4,075+693.0%加碼歷史
Vanguard Scottsdale FDS92206C680VNG RUS1000GRW1,332$7.50 萬<0.1%00.0%不變–
EVREvercore Inc.CLASS A806$7.50 萬<0.1%+806新進歷史
FELEFranklin Electric Co IncCOM1,029$7.50 萬<0.1%+1,029新進歷史
IBMInternational Business Machines CorpStock536$7.60 萬<0.1%+82+18.1%加碼歷史
UFPIUfp Industries IncCOM1,117$7.60 萬<0.1%+862+338.0%加碼歷史
WSTWest Pharmaceutical Services IncCOM252$7.60 萬<0.1%+115+83.9%加碼歷史
GNRCGenerac Holdings Inc.Stock370$7.70 萬<0.1%+265+252.4%加碼歷史
MRNAModerna, Inc.Stock546$7.70 萬<0.1%+482+753.1%加碼歷史
Vanguard Malvern FDS922020805STRM INFPROIDX1,540$7.70 萬<0.1%+446+40.8%加碼–
IDXXIDEXX Laboratories IncCOM216$7.70 萬<0.1%+170+369.6%加碼歷史
MGEEMge Energy IncCOM991$7.70 萬<0.1%+991新進歷史
iShares Iboxx $ Investment Grade Corporate Bond ETF464287242ETF715$7.80 萬<0.1%+5+0.7%加碼–
ZMZoom Communications, Inc.Stock729$7.80 萬<0.1%+560+331.4%加碼歷史
iShares Tr464288281JPMORGAN USD EMG910$7.80 萬<0.1%+137+17.7%加碼–
ZDZiff Davis, Inc.COM1,047$7.80 萬<0.1%+1,047新進歷史
CFGCitizens Financial Group IncCOM2,210$7.80 萬<0.1%+144+7.0%加碼歷史
SJISouth Jersey Industries IncCOM2,260$7.80 萬<0.1%+1,854+456.7%加碼歷史
HASHasbro, Inc.COM963$7.90 萬<0.1%00.0%不變歷史

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