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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
WDCWestern Digital CorpCOM161$7,000<0.1%−19−10.6%減碼歷史
GRMNGarmin LtdSHS71$7,000<0.1%+41+136.7%加碼歷史
DCOMDime Commercial Bancshares, Inc.COM236$7,000<0.1%00.0%不變歷史
SCHLScholastic CorpCOM193$7,000<0.1%00.0%不變歷史
TCXTucows IncCOM NEW166$7,000<0.1%+139+514.8%加碼歷史
WNCWabash National CorpCOM480$7,000<0.1%−178−27.1%減碼歷史
AMWDAmerican Woodmark CorpCOM151$7,000<0.1%−190−55.7%減碼歷史
CPCanadian Pacific Kansas City LtdCOM98$7,000<0.1%−32−24.6%減碼歷史
J P Morgan Exchange-Traded F46641Q738BETBULD MSCI81$7,000<0.1%00.0%不變–
ROCCBaytex Energy USA, Inc.COM219$7,000<0.1%00.0%不變歷史
CADECadence BancorporationEQUITY US CM319$7,000<0.1%−362−53.2%減碼歷史
SNOWSnowflake Inc.Stock62$8,000<0.1%+62新進歷史
AWKAmerican Water Works Company, Inc.Stock60$8,000<0.1%−45−42.9%減碼歷史
WHRWhirlpool CorpStock50$8,000<0.1%+26+108.3%加碼歷史
EXPEExpedia Group, Inc.Stock89$8,000<0.1%+2+2.3%加碼歷史
GNLGlobal Net Lease, Inc.COM NEW535$8,000<0.1%+535新進歷史
VMRKVivmark ResidentialSH BEN INT105$8,000<0.1%−2−1.9%減碼歷史
MYEMyers Industries IncCOM340$8,000<0.1%00.0%不變歷史
HLIHoulihan Lokey, Inc.CL A100$8,000<0.1%00.0%不變歷史
FIBKFirst Interstate Bancsystem IncCOM223$8,000<0.1%00.0%不變歷史
FMCFMC CorpCOM NEW68$8,000<0.1%00.0%不變歷史
BANFBancfirst CorpCOM82$8,000<0.1%00.0%不變歷史
ROCKGibraltar Industries, Inc.COM202$8,000<0.1%+202新進歷史
SLVMSylvamo CorpCOMMON STOCK248$8,000<0.1%+239+2,655.6%加碼歷史
BWABorgwarner IncCOM254$8,000<0.1%+105+70.5%加碼歷史
Timothy Plan887432359US LRGMD CP CORE244$8,000<0.1%00.0%不變–
MOG.AMoog Inc.CL A95$8,000<0.1%00.0%不變歷史
STCStewart Information Services CorpCOM169$8,000<0.1%−48−22.1%減碼歷史
ESSEssex Property Trust, Inc.COM28$8,000<0.1%+19+211.1%加碼歷史
PNRPENTAIR plcSHS174$8,000<0.1%+95+120.3%加碼歷史
GFFGriffon CorpCOM287$8,000<0.1%+23+8.7%加碼歷史
AZTAAzenta, Inc.COM110$8,000<0.1%00.0%不變歷史
OISOil States International, IncCOM1,465$8,000<0.1%00.0%不變歷史
SPDR Series Trust78468R812ST STR MSCI USAQ71$8,000<0.1%00.0%不變–
iShares Tr464288687PFD AND INCM SEC229$8,000<0.1%+2+0.9%加碼–
BCSBarclays PLCADR1,054$8,000<0.1%+382+56.8%加碼歷史
ORNOrion Group Holdings IncCOM3,550$8,000<0.1%00.0%不變歷史
CHEFChefs' Warehouse, Inc.COM205$8,000<0.1%+52+34.0%加碼歷史
XPROExpro LtdCOM681$8,000<0.1%+250+58.0%加碼歷史
IVTInvenTrust Properties Corp.COM NEW304$8,000<0.1%−1,629−84.3%減碼歷史
CRMTAmericas Carmart IncCOM80$8,000<0.1%+23+40.4%加碼歷史
FLGTFulgent Genetics, Inc.COM152$8,000<0.1%00.0%不變歷史
GCOGenesco IncCOM169$8,000<0.1%00.0%不變歷史
KOSKosmos Energy Ltd.COM1,228$8,000<0.1%00.0%不變歷史
LBRDKLiberty Broadband CorpCOM SER C68$8,000<0.1%+68新進歷史
MTRXMatrix Service CoCOM1,650$8,000<0.1%+1,000+153.8%加碼歷史
MERCMercer International Inc.COM610$8,000<0.1%00.0%不變歷史
SAFTSafety Insurance Group IncCOM87$8,000<0.1%00.0%不變歷史
RTLNecessity Retail REIT, Inc.COM CLASS A1,162$8,000<0.1%00.0%不變歷史
ANETArista Networks, Inc.COM84$8,000<0.1%−3−3.4%減碼歷史
DEAEasterly Government Properties, Inc.COM415$8,000<0.1%−2−0.5%減碼歷史
HAHawaiian Holdings IncCOM555$8,000<0.1%−152−21.5%減碼歷史
MSBMesabi TrustCTF BEN INT345$8,000<0.1%00.0%不變歷史
NWGNatWest Group plcSPONS ADR 2 ORD1,414$8,000<0.1%−40−2.8%減碼歷史
OFEDOconee Federal Financial Corp.COM375$8,000<0.1%00.0%不變歷史
HOUSAnywhere Real Estate Inc.COM780$8,000<0.1%+445+132.8%加碼歷史
Sprott ETF Trust85210B201JR GOLD MINERS E300$8,000<0.1%00.0%不變–
Aris Water Solutions, Inc.04041L106CLASS A COM455$8,000<0.1%00.0%不變–
Collaborative Investmnt Ser19423L565TUTTLE CAP SHORT125$8,000<0.1%−275−68.8%減碼–
Schwab U.S. Broad Market ETF808524102ETF206$9,000<0.1%+4+2.0%加碼–
EMNEastman Chemical CoStock103$9,000<0.1%−2,000−95.1%減碼歷史
ProShares Bitcoin ETF74347G440ETF754$9,000<0.1%+103+15.8%加碼–
NRGNRG Energy, Inc.Stock239$9,000<0.1%+74+44.8%加碼歷史
MASMasco CorpCOM179$9,000<0.1%+76+73.8%加碼歷史
BALLBALL CorpCOM131$9,000<0.1%−31−19.1%減碼歷史
TDSTelephone & Data Systems IncCOM NEW548$9,000<0.1%+548新進歷史
AROCArchrock, Inc.COM1,028$9,000<0.1%00.0%不變歷史
AVDAmerican Vanguard CorpCOM402$9,000<0.1%00.0%不變歷史
PBRPetrobras - Petroleo Brasileiro SASPONSORED ADR720$9,000<0.1%00.0%不變歷史
Global X FDS37954Y657US PFD ETF413$9,000<0.1%00.0%不變–
AMCXAMC Global Media Inc.CL A297$9,000<0.1%+205+222.8%加碼歷史
BENFranklin Templeton IncCOM372$9,000<0.1%+95+34.3%加碼歷史
DOCHealthpeak Properties, Inc.COM349$9,000<0.1%+139+66.2%加碼歷史
IRTIndependence Realty Trust, Inc.COM440$9,000<0.1%00.0%不變歷史
FBNCFirst BancorpCOM262$9,000<0.1%−65−19.9%減碼歷史
NDAQNasdaq, Inc.COM63$9,000<0.1%+15+31.3%加碼歷史
IMOImperial Oil LtdCOM NEW189$9,000<0.1%00.0%不變歷史
MACMacerich CoCOM1,025$9,000<0.1%−594−36.7%減碼歷史
SONYSony Group CorpSPONSORED ADR110$9,000<0.1%+6+5.8%加碼歷史
CVECenovus Energy Inc.COM466$9,000<0.1%+84+22.0%加碼歷史
IHGIntercontinental Hotels Group PLCSPONSORED ADS172$9,000<0.1%00.0%不變歷史
ProShares Tr74348A467S&P 500 DV ARIST110$9,000<0.1%00.0%不變–
JBTMJBT Marel CorpCOM84$9,000<0.1%−44−34.4%減碼歷史
AAONAaon, Inc.COM PAR $0.004156$9,000<0.1%+156新進歷史
ADUSAddus HomeCare CorpCOM110$9,000<0.1%00.0%不變歷史
HPHelmerich & Payne, Inc.COM201$9,000<0.1%+53+35.8%加碼歷史
BRCBrady CorpCL A183$9,000<0.1%+125+215.5%加碼歷史
MHOM/I Homes, Inc.COM228$9,000<0.1%+37+19.4%加碼歷史
CUBICustomers Bancorp, Inc.COM276$9,000<0.1%00.0%不變歷史
PEverpure, Inc.CL A338$9,000<0.1%00.0%不變歷史
KLICKulicke & Soffa Industries IncCOM203$9,000<0.1%00.0%不變歷史
ABEVAmbev S.A.SPONSORED ADR3,521$9,000<0.1%−259−6.9%減碼歷史
NICENICE Ltd.SPONSORED ADR45$9,000<0.1%−10−18.2%減碼歷史
Fidelity Covington Trust316092857MSCI RL EST ETF319$9,000<0.1%00.0%不變–
TFXTeleflex IncCOM37$9,000<0.1%+28+311.1%加碼歷史
STXSeagate Technology Holdings plcORD SHS127$9,000<0.1%+4+3.3%加碼歷史
PMTPennyMac Mortgage Investment TrustCOM658$9,000<0.1%+525+394.7%加碼歷史
ASIXAdvanSix Inc.COM273$9,000<0.1%00.0%不變歷史
BAMBrookfield Asset Management Ltd.CL A LTD VT SH212$9,000<0.1%−15−6.6%減碼歷史
WBAWalgreens Boots Alliance, Inc.COM235$9,000<0.1%−109−31.7%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