跳到主要內容

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
PRGSProgress Software CorpCOM62$3,000<0.1%00.0%不變歷史
ENVAEnova International, Inc.COM120$3,000<0.1%00.0%不變歷史
EEni SpASPONSORED ADR130$3,000<0.1%00.0%不變歷史
CRSCarpenter Technology CorpCOM103$3,000<0.1%+19+22.6%加碼歷史
PHMPultegroup IncCOM81$3,000<0.1%−21−20.6%減碼歷史
FCNFti Consulting, IncCOM19$3,000<0.1%00.0%不變歷史
DAKTDaktronics IncCOM952$3,000<0.1%+952新進歷史
ASBAssociated Banc-CorpCOM187$3,000<0.1%00.0%不變歷史
REYNReynolds Consumer Products Inc.COM108$3,000<0.1%00.0%不變歷史
CNMDCONMED CorpCOM28$3,000<0.1%−127−81.9%減碼歷史
RUNSunrun Inc.COM122$3,000<0.1%−233−65.6%減碼歷史
WSRWhitestone REITCOM302$3,000<0.1%00.0%不變歷史
Vanguard Intl Equity Index F922042866FTSE PACIFIC ETF40$3,000<0.1%+40新進–
DNNDenison Mines Corp.COM3,030$3,000<0.1%+3,030新進歷史
SCIService Corp InternationalCOM48$3,000<0.1%−50−51.0%減碼歷史
NSANational Storage Affiliates TrustCOM SHS BEN IN66$3,000<0.1%00.0%不變歷史
SHOOSteven Madden, Ltd.COM103$3,000<0.1%−261−71.7%減碼歷史
MGAMagna International IncCOM47$3,000<0.1%+47新進歷史
NMRNomura Holdings IncSPONSORED ADR920$3,000<0.1%−2,294−71.4%減碼歷史
PRAAPra Group IncCOM70$3,000<0.1%+70新進歷史
TRMKTrustmark CorpCOM105$3,000<0.1%−93−47.0%減碼歷史
SIGASiga Technologies IncCOM258$3,000<0.1%00.0%不變歷史
OKTAOkta, Inc.CL A36$3,000<0.1%+14+63.6%加碼歷史
MURMurphy Oil CorpCOM98$3,000<0.1%00.0%不變歷史
ROKURoku, IncCOM CL A35$3,000<0.1%+20+133.3%加碼歷史
USPHU S Physical Therapy IncCOM28$3,000<0.1%00.0%不變歷史
CIGEnergy Co of Minas GeraisSP ADR N-V PFD1,719$3,000<0.1%+396+29.9%加碼歷史
IRIngersoll Rand Inc.COM84$3,000<0.1%+11+15.1%加碼歷史
NWNNorthwest Natural Holding CoCOM60$3,000<0.1%00.0%不變歷史
BDNBrandywine Realty TrustSH BEN INT NEW266$3,000<0.1%−1,298−83.0%減碼歷史
CALCaleres IncCOM97$3,000<0.1%00.0%不變歷史
LOCOEl Pollo Loco Holdings, Inc.COM353$3,000<0.1%+206+140.1%加碼歷史
FSPFranklin Street Properties CorpCOM697$3,000<0.1%−27−3.7%減碼歷史
HAFCHanmi Financial CorpCOM NEW143$3,000<0.1%00.0%不變歷史
KROKronos Worldwide IncCOM155$3,000<0.1%00.0%不變歷史
LBRDALiberty Broadband CorpCOM SER A25$3,000<0.1%+25新進歷史
NBRNabors Industries LtdSHS21$3,000<0.1%00.0%不變歷史
PETSPetmed Express IncCOM143$3,000<0.1%−39−21.4%減碼歷史
SEDGSolaredge Technologies, Inc.COM9$3,000<0.1%+1+12.5%加碼歷史
TMPTompkins Financial CorpCOM44$3,000<0.1%−5−10.2%減碼歷史
TRTootsie Roll Industries IncCOM85$3,000<0.1%+2+2.4%加碼歷史
TRSTTrustco Bank Corp N YCOM NEW99$3,000<0.1%00.0%不變歷史
WTIW&T Offshore IncCOM655$3,000<0.1%00.0%不變歷史
WGOWinnebago Industries IncCOM57$3,000<0.1%+57新進歷史
Aluminum Corp China Limited022276109SPON ADR H SHS363$3,000<0.1%−748−67.3%減碼–
AMWLAmerican Well CorpCL A595$3,000<0.1%+595新進歷史
BRKLBrookline Bancorp IncCOM257$3,000<0.1%00.0%不變歷史
Chindata Group Hldgs Ltd16955F107ADS352$3,000<0.1%00.0%不變–
CLRContinental Resources, IncCOM50$3,000<0.1%00.0%不變歷史
ESTEEarthstone Energy IncCL A228$3,000<0.1%00.0%不變歷史
ORANYOrangeSPONSORED ADR215$3,000<0.1%00.0%不變歷史
ODPODP CorpCOM85$3,000<0.1%−132−60.8%減碼歷史
SLCAU.S. Silica Holdings, Inc.COM227$3,000<0.1%00.0%不變歷史
UNITUniti Group Inc.COM319$3,000<0.1%−161−33.5%減碼歷史
VMWVmware LLCCL A COM28$3,000<0.1%−69−71.1%減碼歷史
FROFrontline plcSHS NEW286$3,000<0.1%00.0%不變歷史
NLSNNielsen Holdings plcSHS EUR139$3,000<0.1%+18+14.9%加碼歷史
PENGPenguin Solutions, Inc.SHS198$3,000<0.1%−4−2.0%減碼歷史
STRSTR Sub Inc.CLASS A COM108$3,000<0.1%+108新進歷史
GENGen Digital Inc.Stock73$2,000<0.1%−32−30.5%減碼歷史
State Street Health Care Select Sector SPDR ETF81369Y209ETF15$2,000<0.1%−95−86.4%減碼–
Schwab U.S. Large-Cap ETF808524201ETF46$2,000<0.1%00.0%不變–
SCCOSouthern Copper CorpStock35$2,000<0.1%00.0%不變歷史
PCGPG&E CorpStock158$2,000<0.1%00.0%不變歷史
RGRSturm Ruger & Co IncStock24$2,000<0.1%00.0%不變歷史
WDSWoodside Energy Group LtdADR85$2,000<0.1%+85新進歷史
SMPStandard Motor Products, Inc.Stock40$2,000<0.1%−207−83.8%減碼歷史
FNVFranco Nevada CorpStock16$2,000<0.1%00.0%不變歷史
KDKyndryl Holdings, Inc.Stock202$2,000<0.1%+155+329.8%加碼歷史
ONLOrion Properties Inc.REIT138$2,000<0.1%+89+181.6%加碼歷史
VanEck Semiconductor ETF92189F676ETF8$2,000<0.1%+8新進–
PANWPalo Alto Networks IncStock4$2,000<0.1%00.0%不變歷史
GWWW.W. Grainger, Inc.Stock4$2,000<0.1%−3−42.9%減碼歷史
OCOwens CorningStock21$2,000<0.1%+21新進歷史
GDGeneral Dynamics CorpStock9$2,000<0.1%00.0%不變歷史
LNTAlliant Energy CorpStock41$2,000<0.1%00.0%不變歷史
VODVodafone Group Public Ltd CoADR142$2,000<0.1%00.0%不變歷史
State Street SPDR Portfolio Developed World Ex-US ETF78463X889ETF55$2,000<0.1%00.0%不變–
ENPHEnphase Energy, Inc.Stock11$2,000<0.1%−14−56.0%減碼歷史
PODDInsulet CorpStock8$2,000<0.1%−16−66.7%減碼歷史
AGNCAGNC Investment Corp.REIT208$2,000<0.1%00.0%不變歷史
DTDynatrace, Inc.Stock50$2,000<0.1%00.0%不變歷史
PTCPTC Inc.Stock22$2,000<0.1%+7+46.7%加碼歷史
ARK ETF Tr00214Q302GENOMIC REV ETF60$2,000<0.1%00.0%不變–
COINCoinbase Global, Inc.COM CL A45$2,000<0.1%+45新進歷史
MELIMercadolibre IncCOM3$2,000<0.1%−1−25.0%減碼歷史
CINFCincinnati Financial CorpCOM16$2,000<0.1%00.0%不變歷史
CENXCentury Aluminum CoCOM320$2,000<0.1%−254−44.3%減碼歷史
MRTNMarten Transport LtdCOM140$2,000<0.1%+140新進歷史
SMFGSumitomo Mitsui Financial Group, Inc.SPONSORED ADR371$2,000<0.1%−1,304−77.9%減碼歷史
MPMP Materials Corp.COM CL A58$2,000<0.1%−155−72.8%減碼歷史
RPRXRoyalty Pharma plcSHS CLASS A40$2,000<0.1%00.0%不變歷史
SNPSSynopsys IncCOM7$2,000<0.1%−4−36.4%減碼歷史
GIIIG III Apparel Group LtdCOM85$2,000<0.1%+85新進歷史
DBDeutsche Bank AktiengesellschaftNAMEN AKT182$2,000<0.1%00.0%不變歷史
GKOSGLAUKOS CorpCOM45$2,000<0.1%−40−47.1%減碼歷史
UFCSUnited Fire Group IncCOM54$2,000<0.1%00.0%不變歷史
MFGMizuho Financial Group IncSPONSORED ADR919$2,000<0.1%+31+3.5%加碼歷史
CMPSCOMPASS Pathways plcSPONSORED ADS175$2,000<0.1%+175新進歷史
LKQLKQ CorpCOM40$2,000<0.1%−33−45.2%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