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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
FCXFreeport-McMoran IncStock311$1.00 萬<0.1%−116−27.2%減碼歷史
CTRACoterra Energy Inc.Stock371$1.00 萬<0.1%+12+3.3%加碼歷史
MCHPMicrochip Technology IncStock174$1.00 萬<0.1%00.0%不變歷史
MKCMcCormick & Co IncStock125$1.00 萬<0.1%+5+4.2%加碼歷史
RMDResmed IncCOM46$1.00 萬<0.1%−31−40.3%減碼歷史
UNFIUnited Natural Foods IncCOM261$1.00 萬<0.1%00.0%不變歷史
AREAlexandria Real Estate Equities, Inc.COM72$1.00 萬<0.1%+43+148.3%加碼歷史
SCSCScansource, Inc.COM314$1.00 萬<0.1%00.0%不變歷史
FITBFifth Third BancorpCOM288$1.00 萬<0.1%+59+25.8%加碼歷史
SQMChemical & Mining Co of Chile IncSPON ADR SER B113$1.00 萬<0.1%00.0%不變歷史
PSMTPricesmart IncCOM141$1.00 萬<0.1%+82+139.0%加碼歷史
HSTHost Hotels & Resorts, Inc.COM605$1.00 萬<0.1%+25+4.3%加碼歷史
ANDEAndersons, Inc.COM305$1.00 萬<0.1%00.0%不變歷史
GRFSGrifols SASP ADR REP B NVT864$1.00 萬<0.1%−58−6.3%減碼歷史
RCLRoyal Caribbean Cruises LtdCOM277$1.00 萬<0.1%−364−56.8%減碼歷史
FCFFirst Commonwealth Financial CorpCOM746$1.00 萬<0.1%00.0%不變歷史
RHRHCOM47$1.00 萬<0.1%+47新進歷史
CFCF Industries Holdings, Inc.COM114$1.00 萬<0.1%+30+35.7%加碼歷史
WDFCWD 40 CoCOM50$1.00 萬<0.1%+30+150.0%加碼歷史
ILMNIllumina, Inc.COM50$1.00 萬<0.1%+21+72.4%加碼歷史
MTArcelorMittalNY REGISTRY SH447$1.00 萬<0.1%+35+8.5%加碼歷史
AMNAmn Healthcare Services IncCOM93$1.00 萬<0.1%−36−27.9%減碼歷史
URIUnited Rentals, Inc.COM41$1.00 萬<0.1%+4+10.8%加碼歷史
MTUSMetallus Inc.COM491$1.00 萬<0.1%00.0%不變歷史
HTLDHeartland Express IncCOM681$1.00 萬<0.1%+681新進歷史
CVICVR Energy IncCOM299$1.00 萬<0.1%00.0%不變歷史
CNRCore Natural Resources, Inc.COM211$1.00 萬<0.1%00.0%不變歷史
FAROFaro Technologies IncCOM319$1.00 萬<0.1%+271+564.6%加碼歷史
VBTXVeritex Holdings, Inc.COM364$1.00 萬<0.1%00.0%不變歷史
DNOWDNOW Inc.COM1,069$1.10 萬<0.1%00.0%不變歷史
RMBSRambus IncCOM524$1.10 萬<0.1%00.0%不變歷史
WBSWebster Financial CorpCOM272$1.10 萬<0.1%+23+9.2%加碼歷史
BJRIBJs RESTAURANTS INCCOM478$1.10 萬<0.1%+381+392.8%加碼歷史
MTDMettler Toledo International IncCOM10$1.10 萬<0.1%−29−74.4%減碼歷史
LYVLive Nation Entertainment, Inc.COM131$1.10 萬<0.1%−9−6.4%減碼歷史
Timothy Plan887432334INTL ETF481$1.10 萬<0.1%00.0%不變–
MCIBarings Corporate InvestorsCOM818$1.10 萬<0.1%00.0%不變歷史
DALDelta Air Lines, Inc.COM NEW405$1.10 萬<0.1%−269−39.9%減碼歷史
BTUPeabody Energy CorpCOM520$1.10 萬<0.1%00.0%不變歷史
FMSFresenius Medical Care AGSPONSORED ADR441$1.10 萬<0.1%−324−42.4%減碼歷史
SMSM Energy CoCOM323$1.10 萬<0.1%00.0%不變歷史
STLDSteel Dynamics IncCOM157$1.10 萬<0.1%00.0%不變歷史
KELYAKelly Services IncCL A540$1.10 萬<0.1%+115+27.1%加碼歷史
CTXSCitrix Systems IncCOM115$1.10 萬<0.1%+74+180.5%加碼歷史
PRAProassurance CorpCOM470$1.10 萬<0.1%−1,419−75.1%減碼歷史
TSEOQTrinseo PLCCOM278$1.10 萬<0.1%+62+28.7%加碼歷史
BNYBank of New York Mellon CorpStock280$1.20 萬<0.1%−85−23.3%減碼歷史
Vanguard Health Care ETF92204A504ETF52$1.20 萬<0.1%−11−17.5%減碼–
VTRSViatris IncStock1,069$1.20 萬<0.1%+205+23.7%加碼歷史
OIIOceaneering International IncStock1,167$1.20 萬<0.1%−22−1.9%減碼歷史
SWKSSkyworks Solutions, Inc.Stock130$1.20 萬<0.1%−20−13.3%減碼歷史
TTWOTake Two Interactive Software IncCOM96$1.20 萬<0.1%+4+4.3%加碼歷史
Barrick Gold Corp067901108COM658$1.20 萬<0.1%00.0%不變–
GLGlobe Life Inc.COM119$1.20 萬<0.1%00.0%不變歷史
CPBCAMPBELL'S CoCOM242$1.20 萬<0.1%+23+10.5%加碼歷史
Invesco Exch Traded FD Tr II46138E354S&P500 LOW VOL187$1.20 萬<0.1%00.0%不變–
IPGPIpg Photonics CorpCOM134$1.20 萬<0.1%+98+272.2%加碼歷史
Nushares ETF Tr67092P607NUVEEN ESG SMLCP359$1.20 萬<0.1%+14+4.1%加碼–
HCCWarrior Met Coal, Inc.COM384$1.20 萬<0.1%00.0%不變歷史
RACEFerrari N.V.COM68$1.20 萬<0.1%−19−21.8%減碼歷史
CSLCarlisle Companies IncCOM50$1.20 萬<0.1%00.0%不變歷史
NBTBNBT Bancorp IncCOM319$1.20 萬<0.1%00.0%不變歷史
HBANHuntington Bancshares IncCOM1,030$1.20 萬<0.1%+83+8.8%加碼歷史
ZIONZions Bancorporation, National AssociationCOM233$1.20 萬<0.1%00.0%不變歷史
CENTACentral Garden & Pet CoCL A NON-VTG313$1.20 萬<0.1%−1−0.3%減碼歷史
ECPGEncore Capital Group IncCOM209$1.20 萬<0.1%00.0%不變歷史
IPInternational Paper CoCOM292$1.20 萬<0.1%+99+51.3%加碼歷史
GPREGreen Plains Inc.COM416$1.20 萬<0.1%+165+65.7%加碼歷史
Invesco DB Multi-Sector Comm46140H601GOLD FD227$1.20 萬<0.1%00.0%不變–
Petrochina Co Ltd71646E100SPONSORED ADR260$1.20 萬<0.1%00.0%不變–
SIVBSVB Financial GroupCOM32$1.20 萬<0.1%−1−3.0%減碼歷史
VZIOVizio Holding Corp.CL A COM1,711$1.20 萬<0.1%+1,621+1,801.1%加碼歷史
VTRVentas, Inc.REIT260$1.30 萬<0.1%00.0%不變歷史
HOODRobinhood Markets, Inc.Stock1,600$1.30 萬<0.1%00.0%不變歷史
iShares S&P Small-Cap 600 Growth ETF464287887ETF123$1.30 萬<0.1%−484−79.7%減碼–
GBXGreenbrier Companies IncStock345$1.30 萬<0.1%00.0%不變歷史
BIIBBiogen Inc.COM64$1.30 萬<0.1%+20+45.5%加碼歷史
THRMGentherm IncCOM211$1.30 萬<0.1%+1+0.5%加碼歷史
CPKChesapeake Utilities CorpCOM101$1.30 萬<0.1%00.0%不變歷史
EPCEdgewell Personal Care CoCOM365$1.30 萬<0.1%+101+38.3%加碼歷史
ASTEAstec Industries IncCOM302$1.30 萬<0.1%+118+64.1%加碼歷史
FFBCFirst Financial BancorpCOM675$1.30 萬<0.1%−152−18.4%減碼歷史
GVAGranite Construction IncCOM445$1.30 萬<0.1%+219+96.9%加碼歷史
CAKECheesecake Factory IncCOM487$1.30 萬<0.1%+83+20.5%加碼歷史
CNQCanadian Natural Resources LtdCOM238$1.30 萬<0.1%00.0%不變歷史
NINisource Inc.COM440$1.30 萬<0.1%+281+176.7%加碼歷史
PAAPlains All American Pipeline LPUNIT LTD PARTN1,350$1.30 萬<0.1%00.0%不變歷史
SXIStandex International CorpCOM157$1.30 萬<0.1%00.0%不變歷史
First Tr Exchange Traded FD33738R118NASD TECH DIV250$1.30 萬<0.1%00.0%不變–
UNFUnifirst CorpCOM76$1.30 萬<0.1%−36−32.1%減碼歷史
WITWipro LtdSPON ADR 1 SH2,377$1.30 萬<0.1%−1,289−35.2%減碼歷史
APOGApogee Enterprises, Inc.COM322$1.30 萬<0.1%00.0%不變歷史
BLMNBloomin' Brands, Inc.COM772$1.30 萬<0.1%+649+527.6%加碼歷史
DLXDeluxe CorpCOM586$1.30 萬<0.1%+586新進歷史
GDOTGreen Dot CorpCL A524$1.30 萬<0.1%+123+30.7%加碼歷史
OFGOfg BancorpCOM480$1.30 萬<0.1%00.0%不變歷史
ALTRAltair Engineering Inc.COM CL A250$1.30 萬<0.1%00.0%不變歷史
DCTDuck Creek Technologies, Inc.SHS848$1.30 萬<0.1%−8,544−91.0%減碼歷史
SPTNSpartanNash CoCOM432$1.30 萬<0.1%00.0%不變歷史
VRTVVeritiv CorpCOM124$1.30 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