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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
Flexshares Tr33939L605IBOXX 5YR TRGT247$6,000<0.1%00.0%不變–
BOHBank of Hawaii CorpCOM76$6,000<0.1%00.0%不變歷史
EBSEmergent BioSolutions Inc.COM189$6,000<0.1%+189新進歷史
PUMPProPetro Holding Corp.COM579$6,000<0.1%00.0%不變歷史
RBCRBC Bearings INCCOM34$6,000<0.1%00.0%不變歷史
CALMCal-Maine Foods IncCOM NEW121$6,000<0.1%00.0%不變歷史
DDOGDatadog, Inc.CL A COM58$6,000<0.1%+28+93.3%加碼歷史
LYGLloyds Banking Group plcSPONSORED ADR2,918$6,000<0.1%00.0%不變歷史
CNKCinemark Holdings, Inc.COM371$6,000<0.1%+371新進歷史
SNASnap-on IncCOM33$6,000<0.1%+7+26.9%加碼歷史
KIMKimco Realty CorpCOM293$6,000<0.1%−11−3.6%減碼歷史
MODModine Manufacturing CoCOM607$6,000<0.1%+184+43.5%加碼歷史
WFC.PLWells Fargo & CompanyPERP PFD CNV A5$6,000<0.1%00.0%不變歷史
SXCSunCoke Energy, Inc.COM924$6,000<0.1%00.0%不變歷史
NTGRNetgear, Inc.COM350$6,000<0.1%−28−7.4%減碼歷史
AVBAvalonbay Communities IncCOM29$6,000<0.1%−7−19.4%減碼歷史
WKCWorld Kinect CorpCOM290$6,000<0.1%+69+31.2%加碼歷史
VTOLBristow Group Inc.COM241$6,000<0.1%00.0%不變歷史
ADTNADTRAN Holdings, Inc.COM362$6,000<0.1%+362新進歷史
AHRTAH Realty Trust, Inc.COM456$6,000<0.1%00.0%不變歷史
BBTBeacon Financial CorpCOM246$6,000<0.1%00.0%不變歷史
BILIBilibili Inc.SPONS ADS REP Z228$6,000<0.1%−60−20.8%減碼歷史
MEIMethode Electronics IncCOM165$6,000<0.1%00.0%不變歷史
MNROMonro, Inc.COM133$6,000<0.1%+133新進歷史
PRKPark National CorpCOM49$6,000<0.1%00.0%不變歷史
SBSISouthside Bancshares IncCOM158$6,000<0.1%00.0%不變歷史
DRDDrdgold LtdSPON ADR REPSTG1,000$6,000<0.1%00.0%不變歷史
GDSGDS Holdings LtdSPONSORED ADS193$6,000<0.1%00.0%不變歷史
UCOProShares Trust IIULTA BLMBG 2017132$6,000<0.1%−140−51.5%減碼依 4 比 1 拆股換算歷史
RPT Realty74971D101SH BEN INT604$6,000<0.1%−243−28.7%減碼–
SRDXSurmodics IncCOM174$6,000<0.1%+174新進歷史
TMXTerminix Global Holdings IncCOM140$6,000<0.1%00.0%不變歷史
BRBroadridge Financial Solutions, Inc.Stock33$5,000<0.1%+12+57.1%加碼歷史
AFLAflac IncStock89$5,000<0.1%00.0%不變歷史
CMCCommercial Metals CoStock135$5,000<0.1%00.0%不變歷史
PRGPROG Holdings, Inc.Stock300$5,000<0.1%+300新進歷史
PIIPolaris Inc.Stock50$5,000<0.1%00.0%不變歷史
BBYBest Buy Co IncStock81$5,000<0.1%−254−75.8%減碼歷史
ACLSAxcelis Technologies IncStock84$5,000<0.1%00.0%不變歷史
APLEApple Hospitality REIT, Inc.REIT332$5,000<0.1%−25−7.0%減碼歷史
Pacer Developed Markets International Cash Cows 100 ETF69374H873ETF175$5,000<0.1%+175新進–
LMNDLemonade, Inc.Stock252$5,000<0.1%−100−28.4%減碼歷史
CCJCameco CorpStock216$5,000<0.1%00.0%不變歷史
MMSIMerit Medical Systems IncCOM87$5,000<0.1%+87新進歷史
ARGXArgenx SESPONSORED ADR14$5,000<0.1%+14新進歷史
OMCOmnicom Group Inc.COM84$5,000<0.1%−64−43.2%減碼歷史
BNSBank of Nova ScotiaCOM81$5,000<0.1%00.0%不變歷史
NTBBank of N.T. Butterfield & Son LtdSHS NEW153$5,000<0.1%−264−63.3%減碼歷史
AWIArmstrong World Industries IncCOM62$5,000<0.1%00.0%不變歷史
PVHPVH Corp.COM101$5,000<0.1%−4−3.8%減碼歷史
GGGGraco IncCOM86$5,000<0.1%−87−50.3%減碼歷史
WisdomTree Tr97717X784WSDM EMKTBD FD81$5,000<0.1%00.0%不變–
DCHDauch CorpCOM622$5,000<0.1%−1,193−65.7%減碼歷史
KEYKeycorpCOM312$5,000<0.1%−99−24.1%減碼歷史
PFBCPreferred BankCOM NEW75$5,000<0.1%00.0%不變歷史
RLIRli CorpCOM46$5,000<0.1%00.0%不變歷史
CTRECareTrust REIT, Inc.COM290$5,000<0.1%+290新進歷史
FEFirstenergy CorpCOM140$5,000<0.1%+101+259.0%加碼歷史
iShares Tr464288257MSCI ACWI ETF65$5,000<0.1%+5+8.3%加碼–
PAHCPhibro Animal Health CorpCL A COM258$5,000<0.1%00.0%不變歷史
FHBFirst Hawaiian, Inc.COM212$5,000<0.1%−624−74.6%減碼歷史
CVCOCavco Industries, Inc.COM27$5,000<0.1%00.0%不變歷史
RYAAYRyanair Holdings PLCSPONSORED ADR66$5,000<0.1%−53−44.5%減碼歷史
FCPTFour Corners Property Trust, Inc.COM165$5,000<0.1%00.0%不變歷史
FRTFederal Realty Investment TrustSH BEN INT NEW43$5,000<0.1%+16+59.3%加碼歷史
CPRICapri Holdings LtdSHS122$5,000<0.1%−35−22.3%減碼歷史
SYBTStock Yards Bancorp, Inc.COM82$5,000<0.1%00.0%不變歷史
KOFCoca Cola Femsa SAB de CVSPONS ADS REP91$5,000<0.1%00.0%不變歷史
Victory Portfolios II92647N535SHORT TRM BD ETF106$5,000<0.1%+106新進–
VRSKVerisk Analytics, Inc.COM30$5,000<0.1%−9−23.1%減碼歷史
VPGVishay Precision Group, Inc.COM159$5,000<0.1%−197−55.3%減碼歷史
BBDBank BradescoSP ADR PFD NEW1,477$5,000<0.1%+1,477新進歷史
MRVLMarvell Technology, Inc.COM116$5,000<0.1%+43+58.9%加碼歷史
ENTGEntegris IncCOM57$5,000<0.1%−245−81.1%減碼歷史
NCLHNorwegian Cruise Line Holdings Ltd.SHS492$5,000<0.1%−401−44.9%減碼歷史
EVTCEVERTEC, Inc.COM130$5,000<0.1%−58−30.9%減碼歷史
NWBINorthwest Bancshares, Inc.COM403$5,000<0.1%−155−27.8%減碼歷史
PPLTabrdn Platinum ETF TrustPHYSCL PLATM SHS64$5,000<0.1%00.0%不變歷史
UPBDUpbound Group, Inc.COM279$5,000<0.1%+279新進歷史
LILi Auto Inc.SPONSORED ADS138$5,000<0.1%−250−64.4%減碼歷史
AMSFAmerisafe IncCOM101$5,000<0.1%+101新進歷史
CARAvis Budget Group, Inc.COM31$5,000<0.1%00.0%不變歷史
CLDTChatham Lodging TrustCOM492$5,000<0.1%−10−2.0%減碼歷史
FBRTFranklin BSP Realty Trust, Inc.COMMON STOCK395$5,000<0.1%+395新進歷史
MGPIMGP Ingredients IncCOM51$5,000<0.1%00.0%不變歷史
MOVMovado Group IncCOM150$5,000<0.1%00.0%不變歷史
NFENew Fortress Energy Inc.COM CL A115$5,000<0.1%00.0%不變歷史
QNSTQuinstreet, IncCOM483$5,000<0.1%+52+12.1%加碼歷史
VLGEAVillage Super Market IncCL A NEW232$5,000<0.1%+232新進歷史
LGTYLogility Supply Chain Solutions, IncCL A282$5,000<0.1%00.0%不變歷史
DAYDayforce, Inc.COM106$5,000<0.1%+106新進歷史
CBAYCymaBay Therapeutics, Inc.COM1,702$5,000<0.1%+1,702新進歷史
FLICFirst of Long Island CorpCOM310$5,000<0.1%+310新進歷史
JJacobs Solutions Inc.COM39$5,000<0.1%00.0%不變歷史
JNPRJuniper Networks IncCOM182$5,000<0.1%+4+2.2%加碼歷史
Micro Focus Intl PLC594837403SPON ADR NEW1,342$5,000<0.1%+1,342新進–
NTUSNatus Medical IncCOM160$5,000<0.1%+160新進歷史
PIPRPiper Sandler CompaniesCOM41$5,000<0.1%00.0%不變歷史
Polymet MNG Corp731916409COM NEW1,899$5,000<0.1%+712+60.0%加碼–
SWNSouthwestern Energy CoCOM724$5,000<0.1%+723+72,300.0%加碼歷史

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