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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
Nushares ETF Tr67092P201NUVEEN ESG LRGCP1,890$9.10 萬<0.1%+12+0.6%加碼–
JDJD.com, Inc.SPON ADS CL A1,417$9.10 萬<0.1%+1,417新進歷史
AWRAmerican States Water CoCOM1,110$9.10 萬<0.1%+968+681.7%加碼歷史
AIGAmerican International Group, Inc.Stock1,762$9.00 萬<0.1%−46−2.5%減碼歷史
Vanguard Mun BD FDS922907746TAX EXEMPT BD1,810$9.00 萬<0.1%+1,735+2,313.3%加碼–
Invesco Exch Traded FD Tr II46138E594KBW PREM YIELD4,093$9.00 萬<0.1%00.0%不變–
iShares Tr464289875CORE 40 MODE ETF2,322$9.00 萬<0.1%+2,322新進–
TUTelus CorpCOM4,043$9.00 萬<0.1%00.0%不變歷史
BlackRock ETF Trust09290C509ISHA US AWAR ETF2,134$8.90 萬<0.1%+2,134新進–
DHIHorton D R IncCOM1,338$8.90 萬<0.1%+1,179+741.5%加碼歷史
STLAStellantis N.V.SHS7,240$8.90 萬<0.1%+6,668+1,165.7%加碼歷史
WFWoori Financial Group Inc.SPONSORED ADS3,139$8.90 萬<0.1%+2,938+1,461.7%加碼歷史
MPCMarathon Petroleum CorpStock1,067$8.80 萬<0.1%+593+125.1%加碼歷史
CDNSCadence Design Systems IncStock584$8.80 萬<0.1%+486+495.9%加碼歷史
OTTROtter Tail CorpCOM1,305$8.80 萬<0.1%+1,305新進歷史
IMOSChipmos Technologies IncSPONSORD ADS NEW3,535$8.80 萬<0.1%+3,535新進歷史
NTRNutrien Ltd.COM1,100$8.80 萬<0.1%+877+393.3%加碼歷史
PKXPosco Holdings Inc.SPONSORED ADR1,960$8.80 萬<0.1%+1,687+617.9%加碼歷史
DIODDiodes IncCOM1,329$8.60 萬<0.1%+848+176.3%加碼歷史
TRPTC Energy CorpCOM1,650$8.60 萬<0.1%+167+11.3%加碼歷史
VLOValero Energy CorpStock806$8.50 萬<0.1%+421+109.4%加碼歷史
TXRHTexas Roadhouse, Inc.COM1,162$8.50 萬<0.1%+1,162新進歷史
LOGILogitech International S.A.SHS1,637$8.50 萬<0.1%+1,114+213.0%加碼歷史
CNPCenterpoint Energy IncCOM2,896$8.50 萬<0.1%+1,423+96.6%加碼歷史
ASXASE Technology Holding Co., Ltd.SPONSORED ADS16,331$8.40 萬<0.1%+11,339+227.1%加碼歷史
LYBLyondellBasell Industries N.V.SHS - A -952$8.40 萬<0.1%+288+43.4%加碼歷史
TWNKHostess Brands, Inc.CL A3,923$8.40 萬<0.1%+3,660+1,391.6%加碼歷史
SFMSprouts Farmers Market, Inc.COM3,279$8.30 萬<0.1%+3,279新進歷史
ARWArrow Electronics, Inc.COM737$8.30 萬<0.1%+670+1,000.0%加碼歷史
INCYIncyte CorpCOM1,092$8.30 萬<0.1%+840+333.3%加碼歷史
CIENCiena CorpCOM NEW1,808$8.30 萬<0.1%+1,271+236.7%加碼歷史
SAFMSanderson Farms IncCOM383$8.30 萬<0.1%+383新進歷史
TELFYTelefonica S ASPONSORED ADR16,044$8.30 萬<0.1%+14,214+776.7%加碼歷史
RJFRaymond James Financial IncCOM912$8.20 萬<0.1%−165−15.3%減碼歷史
LULUlululemon athletica inc.Stock294$8.10 萬<0.1%00.0%不變歷史
BKRBaker Hughes CoCL A2,783$8.10 萬<0.1%00.0%不變歷史
Northern LTS FD Tr IV66538H658INSPIRE GBL HOPE2,695$8.10 萬<0.1%+302+12.6%加碼–
CMSCMS Energy CorpCOM1,211$8.10 萬<0.1%+37+3.2%加碼歷史
TRNTrinity Industries IncCOM3,350$8.10 萬<0.1%+222+7.1%加碼歷史
LXPLXP Industrial TrustCOM7,530$8.10 萬<0.1%+5,805+336.5%加碼歷史
CLXClorox CoStock566$8.00 萬<0.1%+501+770.8%加碼歷史
ZBHZimmer Biomet Holdings, Inc.Stock756$8.00 萬<0.1%−8−1.0%減碼歷史
NTESNetEase, Inc.SPONSORED ADS861$8.00 萬<0.1%+772+867.4%加碼歷史
Vanguard Admiral FDS Inc921932885MIDCP 400 IDX525$8.00 萬<0.1%00.0%不變–
ABCBAmeris BancorpCOM2,005$8.00 萬<0.1%+1,566+356.7%加碼歷史
NSITInsight Enterprises IncCOM935$8.00 萬<0.1%+647+224.7%加碼歷史
EQNREquinor ASASPONSORED ADR2,305$8.00 萬<0.1%+1,869+428.7%加碼歷史
SSBSouthState Bank CorpCOM1,043$8.00 萬<0.1%00.0%不變歷史
HASHasbro, Inc.COM963$7.90 萬<0.1%00.0%不變歷史
iShares Iboxx $ Investment Grade Corporate Bond ETF464287242ETF715$7.80 萬<0.1%+5+0.7%加碼–
ZMZoom Communications, Inc.Stock729$7.80 萬<0.1%+560+331.4%加碼歷史
iShares Tr464288281JPMORGAN USD EMG910$7.80 萬<0.1%+137+17.7%加碼–
ZDZiff Davis, Inc.COM1,047$7.80 萬<0.1%+1,047新進歷史
CFGCitizens Financial Group IncCOM2,210$7.80 萬<0.1%+144+7.0%加碼歷史
SJISouth Jersey Industries IncCOM2,260$7.80 萬<0.1%+1,854+456.7%加碼歷史
GNRCGenerac Holdings Inc.Stock370$7.70 萬<0.1%+265+252.4%加碼歷史
MRNAModerna, Inc.Stock546$7.70 萬<0.1%+482+753.1%加碼歷史
Vanguard Malvern FDS922020805STRM INFPROIDX1,540$7.70 萬<0.1%+446+40.8%加碼–
IDXXIDEXX Laboratories IncCOM216$7.70 萬<0.1%+170+369.6%加碼歷史
MGEEMge Energy IncCOM991$7.70 萬<0.1%+991新進歷史
IBMInternational Business Machines CorpStock536$7.60 萬<0.1%+82+18.1%加碼歷史
UFPIUfp Industries IncCOM1,117$7.60 萬<0.1%+862+338.0%加碼歷史
WSTWest Pharmaceutical Services IncCOM252$7.60 萬<0.1%+115+83.9%加碼歷史
IVZInvesco Ltd.Stock4,663$7.50 萬<0.1%+4,075+693.0%加碼歷史
Vanguard Scottsdale FDS92206C680VNG RUS1000GRW1,332$7.50 萬<0.1%00.0%不變–
EVREvercore Inc.CLASS A806$7.50 萬<0.1%+806新進歷史
FELEFranklin Electric Co IncCOM1,029$7.50 萬<0.1%+1,029新進歷史
APDAir Products & Chemicals, Inc.Stock306$7.40 萬<0.1%−205−40.1%減碼歷史
ZTSZoetis Inc.Stock427$7.40 萬<0.1%+85+24.9%加碼歷史
TMUST-Mobile US, Inc.Stock549$7.40 萬<0.1%+283+106.4%加碼歷史
Nushares ETF Tr67092P805NUVEEN ESG INTL2,926$7.40 萬<0.1%+72+2.5%加碼–
INGING Groep NVSPONSORED ADR7,525$7.40 萬<0.1%+7,230+2,450.8%加碼歷史
PDDPDD Holdings Inc.SPONSORED ADS1,209$7.40 萬<0.1%+1,088+899.2%加碼歷史
KFYKorn FerryCOM NEW1,278$7.40 萬<0.1%+1,213+1,866.2%加碼歷史
EXPDExpeditors International of Washington IncCOM754$7.40 萬<0.1%+698+1,246.4%加碼歷史
TWLOTwilio IncCL A897$7.40 萬<0.1%+897新進歷史
AIZAssurant, Inc.Stock425$7.30 萬<0.1%+3+0.7%加碼歷史
YUMCYum China Holdings, Inc.COM1,507$7.30 萬<0.1%+1,338+791.7%加碼歷史
ETEnergy Transfer LPCOM UT LTD PTN7,302$7.30 萬<0.1%+200+2.8%加碼歷史
LSTRLandstar System IncCOM505$7.30 萬<0.1%+395+359.1%加碼歷史
BCCBoise Cascade CoCOM1,240$7.30 萬<0.1%+894+258.4%加碼歷史
HZNPHorizon Therapeutics Public Ltd CoSHS924$7.30 萬<0.1%+45+5.1%加碼歷史
TELTE Connectivity plcREG SHS642$7.30 萬<0.1%+183+39.9%加碼歷史
SLBSLB LimitedStock2,025$7.20 萬<0.1%+25+1.3%加碼歷史
DJTTrump Media & Technology Group Corp.Stock2,988$7.20 萬<0.1%+802+36.7%加碼歷史
AINAlbany International CorpCL A920$7.20 萬<0.1%+763+486.0%加碼歷史
EGEverest Group, Ltd.COM254$7.20 萬<0.1%+226+807.1%加碼歷史
GHCGraham Holdings CoCOM CL B127$7.20 萬<0.1%00.0%不變歷史
GIBCgi IncCL A900$7.20 萬<0.1%+829+1,167.6%加碼歷史
Tricon Residential Inc Com NPV89612W102COM7,078$7.20 萬<0.1%+7,078新進–
iShares Russell Midcap ETF464287499ETF1,100$7.10 萬<0.1%−700−38.9%減碼–
SEESealed Air CorpCOM1,225$7.10 萬<0.1%−1−0.1%減碼歷史
OGSONE Gas, Inc.COM880$7.10 萬<0.1%+880新進歷史
GRCGorman Rupp CoCOM2,500$7.10 萬<0.1%+15+0.6%加碼歷史
BKHBlack Hills CorpCOM979$7.10 萬<0.1%+979新進歷史
WisdomTree Tr97717W505US MIDCAP DIVID1,810$7.10 萬<0.1%00.0%不變–
AITApplied Industrial Technologies IncCOM735$7.10 萬<0.1%+544+284.8%加碼歷史
PSBPS Business Parks, Inc.COM380$7.10 萬<0.1%+380新進歷史
SEICSEI Investments CoCOM1,292$7.00 萬<0.1%+1,292新進歷史
MNSTMonster Beverage CorpCOM762$7.00 萬<0.1%+529+227.0%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