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。
- 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%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares Global Clean Energy ETF464288224 | ETF | 15 | $0 | 0.0% | +15 | 新進 | – |
| PLTRPalantir Technologies Inc. | Stock | 50 | $0 | 0.0% | +50 | 新進 | 歷史 |
| CRNTCeragon Networks Ltd | Stock | 125 | $0 | 0.0% | +125 | 新進 | 歷史 |
| TDCTeradata Corp | Stock | 12 | $0 | 0.0% | 00.0% | 不變 | 歷史 |
| QSQuantumScape Corp | COM CL A | 50 | $0 | 0.0% | 00.0% | 不變 | 歷史 |
| JXNJackson Financial Inc. | COM CL A | 18 | $0 | 0.0% | 00.0% | 不變 | 歷史 |
| NWSANews Corp | CL A | 56 | $0 | 0.0% | −73−56.6% | 減碼 | 歷史 |
| HOGHarley-Davidson, Inc. | COM | 14 | $0 | 0.0% | 00.0% | 不變 | 歷史 |
| Schwab Strategic Tr808524714 | 1 5YR CORP BD | 5 | $0 | 0.0% | +5 | 新進 | – |
| BFHBread Financial Holdings, Inc. | COM | 17 | $0 | 0.0% | 00.0% | 不變 | 歷史 |
| VSXYVictoria's Secret & Co. | COMMON STOCK | 6 | $0 | 0.0% | 00.0% | 不變 | 歷史 |
| MATMattel Inc | COM | 30 | $0 | 0.0% | +30 | 新進 | 歷史 |
| RAREUltragenyx Pharmaceutical Inc. | COM | 16 | $0 | 0.0% | −69−81.2% | 減碼 | 歷史 |
| WisdomTree Tr97717W588 | US LARGECAP FUND | 12 | $0 | 0.0% | +12 | 新進 | – |
| ASANAsana, Inc. | CL A | 27 | $0 | 0.0% | −111−80.4% | 減碼 | 歷史 |
| AFRMAffirm Holdings, Inc. | COM CL A | 4 | $0 | 0.0% | +4 | 新進 | 歷史 |
| MANUManchester United plc | ORD CL A | 10 | $0 | 0.0% | 00.0% | 不變 | 歷史 |
| Direxion Shares ETF Trust25460G609 | DAI ENE BUL ETF | 4 | $0 | 0.0% | 00.0% | 不變 | – |
| Pacer FDS Tr69374H741 | DATA AND INFRAST | 10 | $0 | 0.0% | 00.0% | 不變 | – |
| NXHNeighborhood Intelligence, Inc. | COM | 3 | $0 | 0.0% | −15−83.3% | 減碼 | 歷史 |
| ZZillow Group, Inc. | CL C CAP STK | 13 | $0 | 0.0% | −17−56.7% | 減碼 | 歷史 |
| AKBAAkebia Therapeutics, Inc. | COM | 1,250 | $0 | 0.0% | 00.0% | 不變 | 歷史 |
| BYNDBeyond Meat, Inc. | COM | 5 | $0 | 0.0% | 00.0% | 不變 | 歷史 |
| BRCCBRC Inc. | COM CL A | 5 | $0 | 0.0% | 00.0% | 不變 | 歷史 |
| CPSHCPS Technologies Corp | COM | 50 | $0 | 0.0% | +50 | 新進 | 歷史 |
| DLOdLocal Ltd | CLASS A COM | 9 | $0 | 0.0% | +9 | 新進 | 歷史 |
| FLNAFilana Therapeutics, Inc. | COM | 5 | $0 | 0.0% | 00.0% | 不變 | 歷史 |
| LELands' End, Inc. | COM | 3 | $0 | 0.0% | 00.0% | 不變 | 歷史 |
| MATVMativ Holdings, Inc. | COM | 8 | $0 | 0.0% | −88−91.7% | 減碼 | 歷史 |
| VYXNCR Voyix Corp | COM | 12 | $0 | 0.0% | 00.0% | 不變 | 歷史 |
| NVCRNovoCure Ltd | ORD SHS | 12 | $0 | 0.0% | 00.0% | 不變 | 歷史 |
| BNGOBionano Genomics, Inc. | COM | 100 | $0 | 0.0% | +100 | 新進 | 歷史 |
| CNVSCineverse Corp. | COM NEW | 200 | $0 | 0.0% | +200 | 新進 | 歷史 |
| DRRXDurect Corp | COM | 1,000 | $0 | 0.0% | 00.0% | 不變 | 歷史 |
| ETF Managers Tr26924G508 | ETFMG ALTR HRVST | 70 | $0 | 0.0% | −100−58.8% | 減碼 | – |
| EXASExact Sciences Corp | COM | 5 | $0 | 0.0% | 00.0% | 不變 | 歷史 |
| FCELFuelcell Energy Inc | COM | 50 | $0 | 0.0% | +50 | 新進 | 歷史 |
| Hexo Corp428304307 | COM NEW | 25 | $0 | 0.0% | +25 | 新進 | – |
| IDEXIdeanomics, Inc. | COM | 225 | $0 | 0.0% | +225 | 新進 | 歷史 |
| IZEAIZEA Worldwide, Inc. | COM | 7 | $0 | 0.0% | 00.0% | 不變 | 歷史 |
| Mobile Telesystems PJSC607409109 | SPONSORED ADR | 424 | $0 | 0.0% | 00.0% | 不變 | – |
| NGLNGL Energy Partners LP | COM UNIT REPST | 250 | $0 | 0.0% | 00.0% | 不變 | 歷史 |
| SENSSenseonics Holdings, Inc. | COM | 200 | $0 | 0.0% | +200 | 新進 | 歷史 |
| SMARSmartsheet Inc | COM CL A | 26 | $0 | 0.0% | 00.0% | 不變 | 歷史 |
| The Very Good Food Co Inc Cad88340B109 | Common Stock | 1,000 | $0 | 0.0% | 00.0% | 不變 | – |
| WKHSWorkhorse Group Inc. | COM NEW | 19 | $0 | 0.0% | +19 | 新進 | 歷史 |
| ZOMDFZomedica Corp. | COM | 300 | $0 | 0.0% | +300 | 新進 | 歷史 |
| PSFEPaysafe Ltd | ORD | 40 | $0 | 0.0% | 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。
| 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 ETF78468R663 | ETF | 7,592 | $69.4 萬 | 0.2% | – |
| AZPNASPENTECH Corp | COM | 3,708 | $61.3 萬 | 0.2% | 歷史 |
| Vanguard BD Index FDS92203C303 | VANGUARD ULTRA | 2,068 | $10.2 萬 | <0.1% | – |
| GSKGSK plc | SPONSORED ADR | 2,340 | $10.2 萬 | <0.1% | 歷史 |
| Signature BK New York N Y82669G104 | COM | 269 | $7.80 萬 | <0.1% | – |
| State Street SPDR Portfolio Aggregate Bond ETF78464A649 | ETF | 2,146 | $6.00 萬 | <0.1% | – |
| VanEck ETF Trust92189H409 | HIGH YLD MUNIETF | 1,000 | $5.70 萬 | <0.1% | – |
| State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474 | ETF | 1,793 | $5.40 萬 | <0.1% | – |
| SPDR Series Trust78468R408 | ST TERM HIGH ETF | 1,785 | $4.70 萬 | <0.1% | – |
| CDKCDK Global, Inc. | COM | 790 | $3.80 萬 | <0.1% | 歷史 |
| CMPCompass Minerals International Inc | Stock | 592 | $3.70 萬 | <0.1% | 歷史 |
| Ssga Active ETF Tr78467V848 | ST STR TOTAL ETF | 766 | $3.40 萬 | <0.1% | – |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 614 | $3.40 萬 | <0.1% | – |
| State Street SPDR S&P Bank ETF78464A797 | ETF | 517 | $2.70 萬 | <0.1% | – |
| Global X FDS37954Y343 | GLBL X MLP ETF | 643 | $2.60 萬 | <0.1% | – |
| GTLSChart Industries Inc | COM | 147 | $2.50 萬 | <0.1% | 歷史 |
| SVCService Properties Trust | COM SH BEN INT | 2,578 | $2.30 萬 | <0.1% | 歷史 |
| FLOWSPX FLOW, Inc. | COM | 255 | $2.20 萬 | <0.1% | 歷史 |
| US Ecology, Inc.91734M103 | COM | 474 | $2.20 萬 | <0.1% | – |
| BBBY20230930-DK-Butterfly-1, Inc. | COM | 919 | $2.10 萬 | <0.1% | 歷史 |
| REGIRenewable Energy Group, Inc. | COM NEW | 345 | $2.10 萬 | <0.1% | 歷史 |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 412 | $2.00 萬 | <0.1% | – |
| EATBrinker International, Inc | Stock | 528 | $2.00 萬 | <0.1% | 歷史 |
| Invesco Exchange Traded FD T46137V407 | INVESCO MSCI | 303 | $1.90 萬 | <0.1% | – |
| SPDR Index Shs FDS78463X202 | ST STR EU 50 ETF | 462 | $1.90 萬 | <0.1% | – |
| Invesco Exch Traded FD Tr II46138G508 | SR LN ETF | 855 | $1.90 萬 | <0.1% | – |
| CGNXCognex Corp | COM | 243 | $1.90 萬 | <0.1% | 歷史 |
| WBDWarner Bros. Discovery, Inc. | COM SER A | 779 | $1.90 萬 | <0.1% | 歷史 |
| ISBCInvestors Bancorp, Inc. | COM | 1,235 | $1.90 萬 | <0.1% | 歷史 |
| State Street Materials Select Sector SPDR ETF81369Y100 | ETF | 196 | $1.70 萬 | <0.1% | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 100 | $1.70 萬 | <0.1% | – |
| PLNTPlanet Fitness, Inc. | CL A | 189 | $1.60 萬 | <0.1% | 歷史 |
| RBARB Global Inc. | COM | 270 | $1.60 萬 | <0.1% | 歷史 |
| WWDWoodward, Inc. | COM | 120 | $1.50 萬 | <0.1% | 歷史 |
| LSCCLattice Semiconductor Corp | COM | 223 | $1.40 萬 | <0.1% | 歷史 |
| EVHEvolent Health, Inc. | CL A | 421 | $1.40 萬 | <0.1% | 歷史 |
| CUBECubeSmart | REIT | 243 | $1.30 萬 | <0.1% | 歷史 |
| SKMSK Telecom Co Ltd | SPONSORED ADR | 490 | $1.30 萬 | <0.1% | 歷史 |
| FNDFloor & Decor Holdings, Inc. | CL A | 157 | $1.30 萬 | <0.1% | 歷史 |
| ATRCAtriCure, Inc. | COM | 202 | $1.30 萬 | <0.1% | 歷史 |
| MNRLMNRL Sub Inc. | CL A COM | 512 | $1.30 萬 | <0.1% | 歷史 |
| EVRIEveri Holdings Inc. | COM | 613 | $1.30 萬 | <0.1% | 歷史 |
| Vanguard S&P 500 Growth ETF921932505 | ETF | 44 | $1.20 萬 | <0.1% | – |
| FOEFerro Corp | COM | 556 | $1.20 萬 | <0.1% | 歷史 |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 111 | $1.10 萬 | <0.1% | – |
| CELHCelsius Holdings, Inc. | COM NEW | 194 | $1.10 萬 | <0.1% | 歷史 |
| Invesco Exch Traded FD Tr II46138E784 | EMRNG MKT SVRG | 498 | $1.10 萬 | <0.1% | – |
| iShares Tr464288273 | EAFE SML CP ETF | 173 | $1.10 萬 | <0.1% | – |
| RIGLRigel Pharmaceuticals Inc | COM NEW | 3,869 | $1.10 萬 | <0.1% | 歷史 |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 130 | $1.00 萬 | <0.1% | – |
| KNSLKinsale Capital Group, Inc. | Stock | 46 | $1.00 萬 | <0.1% | 歷史 |
| Global X FDS37954Y442 | CLOUD COMPUTNG | 448 | $1.00 萬 | <0.1% | – |
| GMABGenmab A/S | SPONSORED ADS | 288 | $1.00 萬 | <0.1% | 歷史 |
| PEGAPegasystems Inc | COM | 122 | $1.00 萬 | <0.1% | 歷史 |
| UHTUniversal Health Realty Income Trust | SH BEN INT | 163 | $1.00 萬 | <0.1% | 歷史 |
| CCMPCMC Materials, Inc. | COM | 52 | $1.00 萬 | <0.1% | 歷史 |
| SUMSummit Materials, Inc. | CL A | 319 | $1.00 萬 | <0.1% | 歷史 |
| FLRFluor Corp | Stock | 300 | $9,000 | <0.1% | 歷史 |
| ICLRIcon PLC | COM | 36 | $9,000 | <0.1% | 歷史 |
| BEAMBeam Therapeutics Inc. | COM | 154 | $9,000 | <0.1% | 歷史 |
| LITELumentum Holdings Inc. | COM | 95 | $9,000 | <0.1% | 歷史 |
| HALOHalozyme Therapeutics, Inc. | COM | 215 | $9,000 | <0.1% | 歷史 |
| HZOMarinemax Inc | COM | 224 | $9,000 | <0.1% | 歷史 |
| SPTSprout Social, Inc. | COM CL A | 111 | $9,000 | <0.1% | 歷史 |
| Natura &CO Hldg S A63884N108 | ADS | 843 | $9,000 | <0.1% | – |
| TUPTupperware Brands Corp | COM | 456 | $9,000 | <0.1% | 歷史 |
| TREXTrex Co Inc | COM | 124 | $8,000 | <0.1% | 歷史 |
| WINGWingstop Inc. | COM | 64 | $8,000 | <0.1% | 歷史 |
| OMCLOmnicell, Inc. | COM | 64 | $8,000 | <0.1% | 歷史 |
| MDPediatrix Medical Group, Inc. | COM | 330 | $8,000 | <0.1% | 歷史 |
| MEDPMedpace Holdings, Inc. | COM | 46 | $8,000 | <0.1% | 歷史 |
| INSPInspire Medical Systems, Inc. | COM | 32 | $8,000 | <0.1% | 歷史 |
| OFIXOrthofix Medical Inc. | COM | 242 | $8,000 | <0.1% | 歷史 |
| CNXNPC Connection Inc | COM | 155 | $8,000 | <0.1% | 歷史 |
| CSIICardiovascular Systems Inc | COM | 342 | $8,000 | <0.1% | 歷史 |
| MGPMGM Growth Properties LLC | CL A COM | 210 | $8,000 | <0.1% | 歷史 |
| CASYCaseys General Stores Inc | COM | 33 | $7,000 | <0.1% | 歷史 |
| MPAAMotorcar Parts of America Inc | COM | 410 | $7,000 | <0.1% | 歷史 |
| PJTPJT Partners Inc. | COM CL A | 105 | $7,000 | <0.1% | 歷史 |
| First Tr Exchange-Traded FD33734X846 | NASDAQ CYB ETF | 138 | $7,000 | <0.1% | – |
| BGSB&G Foods, Inc. | COM | 267 | $7,000 | <0.1% | 歷史 |
| BLNKBlink Charging Co. | COM | 250 | $7,000 | <0.1% | 歷史 |
| Direxion Shs ETF Tr25459Y694 | DLY FIN BULL NEW | 61 | $7,000 | <0.1% | – |
| OPIOffice Properties Income Trust | COM SHS BEN INT | 278 | $7,000 | <0.1% | 歷史 |
| WUWestern Union CO | Stock | 295 | $6,000 | <0.1% | 歷史 |
| SLABSilicon Laboratories Inc. | Stock | 43 | $6,000 | <0.1% | 歷史 |
| Global X FDS37954Y848 | GLOBAL X SILVER | 165 | $6,000 | <0.1% | – |
| BCOBrinks Co | COM | 83 | $6,000 | <0.1% | 歷史 |
| SABRSabre Corp | COM | 505 | $6,000 | <0.1% | 歷史 |
| CWSTCasella Waste Systems Inc | CL A | 64 | $6,000 | <0.1% | 歷史 |
| GOGrocery Outlet Holding Corp. | COM | 181 | $6,000 | <0.1% | 歷史 |
| ADTNADTRAN Holdings, Inc. | COM | 362 | $6,000 | <0.1% | 歷史 |
| Atech (Parent) Resolution Corp.00973N102 | COM | 913 | $6,000 | <0.1% | – |
| ATRSAntares Pharma, Inc. | COM | 1,352 | $6,000 | <0.1% | 歷史 |
| EVOPEVO Payments, Inc. | CL A COM | 244 | $6,000 | <0.1% | 歷史 |
| KRTXKaruna Therapeutics, Inc. | COM | 50 | $6,000 | <0.1% | 歷史 |
| PBCTPeople's United Financial, Inc. | COM | 283 | $6,000 | <0.1% | 歷史 |
| Fidelity MSCI Energy Index ETF316092402 | ETF | 237 | $5,000 | <0.1% | – |
| BPMCBlueprint Medicines Corp | COM | 81 | $5,000 | <0.1% | 歷史 |
| PGNYProgyny, Inc. | COM | 105 | $5,000 | <0.1% | 歷史 |