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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
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
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
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
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
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

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