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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
CLXClorox CoStock566$8.00 萬<0.1%+501+770.8%加碼歷史
ZBHZimmer Biomet Holdings, Inc.Stock756$8.00 萬<0.1%−8−1.0%減碼歷史
NTESNetEase, Inc.SPONSORED ADS861$8.00 萬<0.1%+772+867.4%加碼歷史
Vanguard Admiral FDS Inc921932885MIDCP 400 IDX525$8.00 萬<0.1%00.0%不變–
ABCBAmeris BancorpCOM2,005$8.00 萬<0.1%+1,566+356.7%加碼歷史
NSITInsight Enterprises IncCOM935$8.00 萬<0.1%+647+224.7%加碼歷史
EQNREquinor ASASPONSORED ADR2,305$8.00 萬<0.1%+1,869+428.7%加碼歷史
SSBSouthState Bank CorpCOM1,043$8.00 萬<0.1%00.0%不變歷史
LULUlululemon athletica inc.Stock294$8.10 萬<0.1%00.0%不變歷史
BKRBaker Hughes CoCL A2,783$8.10 萬<0.1%00.0%不變歷史
Northern LTS FD Tr IV66538H658INSPIRE GBL HOPE2,695$8.10 萬<0.1%+302+12.6%加碼–
CMSCMS Energy CorpCOM1,211$8.10 萬<0.1%+37+3.2%加碼歷史
TRNTrinity Industries IncCOM3,350$8.10 萬<0.1%+222+7.1%加碼歷史
LXPLXP Industrial TrustCOM7,530$8.10 萬<0.1%+5,805+336.5%加碼歷史
RJFRaymond James Financial IncCOM912$8.20 萬<0.1%−165−15.3%減碼歷史
SFMSprouts Farmers Market, Inc.COM3,279$8.30 萬<0.1%+3,279新進歷史
ARWArrow Electronics, Inc.COM737$8.30 萬<0.1%+670+1,000.0%加碼歷史
INCYIncyte CorpCOM1,092$8.30 萬<0.1%+840+333.3%加碼歷史
CIENCiena CorpCOM NEW1,808$8.30 萬<0.1%+1,271+236.7%加碼歷史
SAFMSanderson Farms IncCOM383$8.30 萬<0.1%+383新進歷史
TELFYTelefonica S ASPONSORED ADR16,044$8.30 萬<0.1%+14,214+776.7%加碼歷史
ASXASE Technology Holding Co., Ltd.SPONSORED ADS16,331$8.40 萬<0.1%+11,339+227.1%加碼歷史
LYBLyondellBasell Industries N.V.SHS - A -952$8.40 萬<0.1%+288+43.4%加碼歷史
TWNKHostess Brands, Inc.CL A3,923$8.40 萬<0.1%+3,660+1,391.6%加碼歷史
VLOValero Energy CorpStock806$8.50 萬<0.1%+421+109.4%加碼歷史
TXRHTexas Roadhouse, Inc.COM1,162$8.50 萬<0.1%+1,162新進歷史
LOGILogitech International S.A.SHS1,637$8.50 萬<0.1%+1,114+213.0%加碼歷史
CNPCenterpoint Energy IncCOM2,896$8.50 萬<0.1%+1,423+96.6%加碼歷史
DIODDiodes IncCOM1,329$8.60 萬<0.1%+848+176.3%加碼歷史
TRPTC Energy CorpCOM1,650$8.60 萬<0.1%+167+11.3%加碼歷史
MPCMarathon Petroleum CorpStock1,067$8.80 萬<0.1%+593+125.1%加碼歷史
CDNSCadence Design Systems IncStock584$8.80 萬<0.1%+486+495.9%加碼歷史
OTTROtter Tail CorpCOM1,305$8.80 萬<0.1%+1,305新進歷史
IMOSChipmos Technologies IncSPONSORD ADS NEW3,535$8.80 萬<0.1%+3,535新進歷史
NTRNutrien Ltd.COM1,100$8.80 萬<0.1%+877+393.3%加碼歷史
PKXPosco Holdings Inc.SPONSORED ADR1,960$8.80 萬<0.1%+1,687+617.9%加碼歷史
BlackRock ETF Trust09290C509ISHA US AWAR ETF2,134$8.90 萬<0.1%+2,134新進–
DHIHorton D R IncCOM1,338$8.90 萬<0.1%+1,179+741.5%加碼歷史
STLAStellantis N.V.SHS7,240$8.90 萬<0.1%+6,668+1,165.7%加碼歷史
WFWoori Financial Group Inc.SPONSORED ADS3,139$8.90 萬<0.1%+2,938+1,461.7%加碼歷史
AIGAmerican International Group, Inc.Stock1,762$9.00 萬<0.1%−46−2.5%減碼歷史
Vanguard Mun BD FDS922907746TAX EXEMPT BD1,810$9.00 萬<0.1%+1,735+2,313.3%加碼–
Invesco Exch Traded FD Tr II46138E594KBW PREM YIELD4,093$9.00 萬<0.1%00.0%不變–
iShares Tr464289875CORE 40 MODE ETF2,322$9.00 萬<0.1%+2,322新進–
TUTelus CorpCOM4,043$9.00 萬<0.1%00.0%不變歷史
ITWIllinois Tool Works IncStock501$9.10 萬<0.1%−258−34.0%減碼歷史
TAKTakeda Pharmaceutical Co LtdADR6,490$9.10 萬<0.1%+5,070+357.0%加碼歷史
BF.BBrown Forman CorpStock1,297$9.10 萬<0.1%+77+6.3%加碼歷史
MCMoelis & CoCL A2,315$9.10 萬<0.1%+2,315新進歷史
SYFSynchrony FinancialCOM3,284$9.10 萬<0.1%+1,527+86.9%加碼歷史
NWENorthWestern Energy Group, Inc.COM NEW1,551$9.10 萬<0.1%+1,551新進歷史
Nushares ETF Tr67092P201NUVEEN ESG LRGCP1,890$9.10 萬<0.1%+12+0.6%加碼–
JDJD.com, Inc.SPON ADS CL A1,417$9.10 萬<0.1%+1,417新進歷史
AWRAmerican States Water CoCOM1,110$9.10 萬<0.1%+968+681.7%加碼歷史
TDGTransDigm Group INCCOM171$9.20 萬<0.1%+64+59.8%加碼歷史
EPRTEssential Properties Realty Trust, Inc.COM4,291$9.20 萬<0.1%+4,291新進歷史
SUSuncor Energy IncStock2,665$9.30 萬<0.1%+1,410+112.4%加碼歷史
UBSUBS Group AGStock5,697$9.30 萬<0.1%+4,829+556.3%加碼歷史
SHOPShopify Inc.Stock3,020$9.40 萬<0.1%+2,550+542.6%加碼依 10 比 1 拆股換算歷史
HUBSHubSpot IncCOM315$9.40 萬<0.1%+163+107.2%加碼歷史
Northern LTS FD Tr IV66538H633INSPIRE CORP BD4,037$9.40 萬<0.1%−505−11.1%減碼–
GLOBGlobant S.A.COM536$9.40 萬<0.1%+286+114.4%加碼歷史
BIDUBaidu, Inc.ADR640$9.50 萬<0.1%+527+466.4%加碼歷史
PUKPrudential PLCADR3,800$9.50 萬<0.1%−182−4.6%減碼歷史
WMWaste Management IncStock626$9.60 萬<0.1%−185−22.8%減碼歷史
PBHPrestige Consumer Healthcare Inc.COM1,622$9.60 萬<0.1%+1,187+272.9%加碼歷史
ABBNYABB LtdSPONSORED ADR3,568$9.60 萬<0.1%+2,118+146.1%加碼歷史
ODFLOld Dominion Freight Line, Inc.COM378$9.70 萬<0.1%+332+721.7%加碼歷史
AVAAvista CorpCOM2,259$9.80 萬<0.1%+2,036+913.0%加碼歷史
LRCXLam Research CorpCOM229$9.80 萬<0.1%+74+47.7%加碼歷史
SANMSanmina CorpCOM2,430$9.90 萬<0.1%+1,722+243.2%加碼歷史
Vanguard Intl Equity Index F922042676GLB EX US ETF2,240$9.90 萬<0.1%00.0%不變–
GILDGilead Sciences, Inc.Stock1,644$10.0 萬<0.1%+568+52.8%加碼歷史
DLRDigital Realty Trust, Inc.COM777$10.0 萬<0.1%+56+7.8%加碼歷史
GDDYGoDaddy Inc.CL A1,429$10.0 萬<0.1%+497+53.3%加碼歷史
CEGConstellation Energy CorpStock1,759$10.1 萬<0.1%+1,043+145.7%加碼歷史
CHTChunghwa Telecom Co LtdSPON ADR NEW112,444$10.1 萬<0.1%+1,439+143.2%加碼歷史
TGTTarget CorpStock716$10.2 萬<0.1%+496+225.5%加碼歷史
MTBM&T Bank CorpCOM637$10.2 萬<0.1%+100+18.6%加碼歷史
AXPAmerican Express CoStock745$10.3 萬<0.1%+334+81.3%加碼歷史
MOAltria Group, Inc.Stock2,489$10.3 萬<0.1%−11−0.4%減碼歷史
CHDChurch & Dwight Co IncCOM1,114$10.3 萬<0.1%+767+221.0%加碼歷史
ETNEaton Corp plcStock832$10.4 萬<0.1%−195−19.0%減碼歷史
FLOFlowers Foods IncCOM3,948$10.4 萬<0.1%+3,948新進歷史
TROWPrice T Rowe Group IncStock919$10.5 萬<0.1%+789+606.9%加碼歷史
CDWCDW CorpCOM667$10.5 萬<0.1%−4,029−85.8%減碼歷史
ROSTRoss Stores, Inc.COM1,499$10.5 萬<0.1%+253+20.3%加碼歷史
BHPBHP Group LtdADR1,869$10.6 萬<0.1%+1,632+688.6%加碼歷史
ALCAlcon IncStock1,502$10.6 萬<0.1%+913+155.0%加碼歷史
RIORio Tinto PLCADR1,737$10.6 萬<0.1%+1,477+568.1%加碼歷史
HEI.AHeico CorpCL A1,010$10.6 萬<0.1%+402+66.1%加碼歷史
Legg Mason ETF Invt524682200CLEARBRIDGE LRG2,557$10.6 萬<0.1%+106+4.3%加碼–
EAElectronic Arts Inc.COM872$10.6 萬<0.1%+382+78.0%加碼歷史
ADCAgree Realty CorpCOM1,476$10.7 萬<0.1%+1,335+946.8%加碼歷史
KBKB Financial Group Inc.SPONSORED ADR2,869$10.7 萬<0.1%+1,882+190.7%加碼歷史
GGenpact LTDSHS2,583$10.9 萬<0.1%+2,417+1,456.0%加碼歷史
SRSpire IncCOM1,466$10.9 萬<0.1%+963+191.5%加碼歷史
HMCHonda Motor Co LtdADR ECH CNV IN 34,551$10.9 萬<0.1%+4,186+1,146.8%加碼歷史
CARRCarrier Global CorpStock3,137$11.1 萬<0.1%+1,133+56.5%加碼歷史
Timothy Plan887432326HIG DV STK ETF3,762$11.1 萬<0.1%+312+9.0%加碼–

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