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Livermore
Livermore
中文EN

EverSource Wealth Advisors, LLC

SEC CIK
0001710537
最新申報
2026/7/24

2022 年第 2 季到 2022 年第 3 季的持倉變化

只比多頭部位，依股數判斷新進、加碼、減碼與清倉。可以換成這家機構任兩季比較。

選擇要比較的兩季

新進
470 檔
估計 +$1,550 萬
加碼
719 檔
估計 +$8,377 萬
減碼
526 檔
估計 −$2,188 萬
清倉
180 檔
估計 −$377.5 萬

總值從 $3.88 億變成 $4.37 億（+$4,888 萬 (+12.6%)），持股從 1,748 檔變成 2,038 檔（+290）。

2022 年第 3 季全部持倉2022 年第 2 季全部持倉

股數、市值、佔組合 % 每一格上面是 2022 年第 3 季，下面灰字是 2022 年第 2 季。兩季之間拆股的股票，2022 年第 2 季的股數先依拆股比例換算再比較。

EverSource Wealth Advisors, LLC 在 2022 年第 2 季與 2022 年第 3 季的持倉比較
證券動作股數股數變化市值估計買賣佔組合 %比重變化（百分點）
BILIBilibili Inc.減碼歷史40228−188−82.5%$1,000$6,000−$4,700<0.1%<0.1%0.00
RYAAYRyanair Holdings PLC減碼歷史2466−42−63.6%$1,000$5,000−$1,750<0.1%<0.1%0.00
CLDTChatham Lodging Trust減碼歷史134492−358−72.8%$1,000$5,000−$2,671.64<0.1%<0.1%0.00
DELLDell Technologies Inc.減碼歷史2281−59−72.8%$1,000$4,000−$2,681.82<0.1%<0.1%0.00
SBHSally Beauty Holdings, Inc.減碼歷史116303−187−61.7%$1,000$4,000−$1,612.07<0.1%<0.1%0.00
XPEVXpeng Inc.減碼歷史101113−12−10.6%$1,000$4,000−$118.81<0.1%<0.1%0.00
MCHBMechanics Bancorp減碼歷史37109−72−66.1%$1,000$4,000−$1,945.95<0.1%<0.1%0.00
RUNSunrun Inc.減碼歷史28122−94−77.0%$1,000$3,000−$3,357.14<0.1%<0.1%0.00
ROKURoku, Inc減碼歷史2235−13−37.1%$1,000$3,000−$590.91<0.1%<0.1%0.00
KROKronos Worldwide Inc不變歷史15515500.0%$1,000$3,000$0<0.1%<0.1%0.00
NLSNNielsen Holdings plc減碼歷史32139−107−77.0%$1,000$3,000−$3,343.75<0.1%<0.1%0.00
State Street SPDR Portfolio Developed World Ex-US ETF78463X889不變–555500.0%$1,000$2,000$0<0.1%<0.1%0.00
MELIMercadolibre Inc減碼歷史13−2−66.7%$1,000$2,000−$2,000<0.1%<0.1%0.00
INVAInnoviva, Inc.不變歷史11311300.0%$1,000$2,000$0<0.1%<0.1%0.00
EGYVaalco Energy Inc不變歷史29529500.0%$1,000$2,000$0<0.1%<0.1%0.00
Safehold Inc.45031U101加碼–137120+17+14.2%$1,000$2,000+$124.09<0.1%<0.1%0.00
NKLANikola Corp不變歷史40040000.0%$1,000$2,000$0<0.1%<0.1%0.00
CLBCore Laboratories Inc.不變歷史10010000.0%$1,000$2,000$0<0.1%<0.1%0.00
Schwab Emerging Markets Equity ETF808524706不變–232300.0%$1,000$1,000$0<0.1%<0.1%0.00
Vanguard Consumer Staples ETF92204A207不變–4400.0%$1,000$1,000$0<0.1%<0.1%0.00
FSLRFirst Solar, Inc.不變歷史101000.0%$1,000$1,000$0<0.1%<0.1%0.00
PATHUiPath, Inc.不變歷史404000.0%$1,000$1,000$0<0.1%<0.1%0.00
GXOGXO Logistics, Inc.加碼歷史2614+12+85.7%$1,000$1,000+$461.54<0.1%<0.1%0.00
KSSKOHLS Corp加碼歷史5927+32+118.5%$1,000$1,000+$542.37<0.1%<0.1%0.00
ARK ETF Tr00214Q807不變–505000.0%$1,000$1,000$0<0.1%<0.1%0.00
PRKSUnited Parks & Resorts Inc.不變歷史232300.0%$1,000$1,000$0<0.1%<0.1%0.00
TYLTyler Technologies Inc不變歷史2200.0%$1,000$1,000$0<0.1%<0.1%0.00
THCTenet Healthcare Corp不變歷史272700.0%$1,000$1,000$0<0.1%<0.1%0.00
HUBBHubbell Inc不變歷史5500.0%$1,000$1,000$0<0.1%<0.1%0.00
RLRalph Lauren Corp不變歷史8800.0%$1,000$1,000$0<0.1%<0.1%0.00
iShares Tr46434V274不變–383800.0%$1,000$1,000$0<0.1%<0.1%0.00
SKTTanger Inc.不變歷史10110100.0%$1,000$1,000$0<0.1%<0.1%0.00
MUFGMitsubishi Ufj Financial Group Inc不變歷史17417400.0%$1,000$1,000$0<0.1%<0.1%0.00
NXRTNexPoint Residential Trust, Inc.不變歷史232300.0%$1,000$1,000$0<0.1%<0.1%0.00
TVGrupo Televisa, S.A.B.加碼歷史208175+33+18.9%$1,000$1,000+$158.65<0.1%<0.1%0.00
First Tr Exchange-Traded FD33738D408不變–353500.0%$1,000$1,000$0<0.1%<0.1%0.00
PCORProcore Technologies, Inc.不變歷史272700.0%$1,000$1,000$0<0.1%<0.1%0.00
RIGTransocean Ltd.不變歷史24024000.0%$1,000$1,000$0<0.1%<0.1%0.00
UGPUltrapar Holdings Inc不變歷史62162100.0%$1,000$1,000$0<0.1%<0.1%0.00
BCEBce Inc加碼歷史2518+7+38.9%$1,000$1,000+$280<0.1%<0.1%0.00
TNDMTandem Diabetes Care Inc不變歷史202000.0%$1,000$1,000$0<0.1%<0.1%0.00
ASRSoutheast Airport Group不變歷史7700.0%$1,000$1,000$0<0.1%<0.1%0.00
CSRCenterspace不變歷史151500.0%$1,000$1,000$0<0.1%<0.1%0.00
CRSRCorsair Gaming, Inc.不變歷史11211200.0%$1,000$1,000$0<0.1%<0.1%0.00
SPDR Index Shs FDS78463X863不變–404000.0%$1,000$1,000$0<0.1%<0.1%0.00
WWRWestwater Resources, Inc.不變歷史50050000.0%$1,000$1,000$0<0.1%<0.1%0.00
ABMDAbiomed Inc不變歷史6600.0%$1,000$1,000$0<0.1%<0.1%0.00
China Southern Airlines Co L169409109不變–505000.0%$1,000$1,000$0<0.1%<0.1%0.00
HTHersha Hospitality Trust不變歷史13513500.0%$1,000$1,000$0<0.1%<0.1%0.00
IRBTiRobot Corp減碼歷史2536−11−30.6%$1,000$1,000−$440<0.1%<0.1%0.00
JPMorgan Chase & Co46625H365不變–303000.0%$1,000$1,000$0<0.1%<0.1%0.00
LACLithium Americas Corp.不變歷史252500.0%$1,000$1,000$0<0.1%<0.1%0.00
ZEUSOlympic Steel Inc不變歷史515100.0%$1,000$1,000$0<0.1%<0.1%0.00
Jacob FDS Inc469785703不變–10010000.0%$1,000$1,000$0<0.1%<0.1%0.00
ASANAsana, Inc.加碼歷史6127+34+125.9%$1,000$0+$557.38<0.1%0.0%0.00
DRRXDurect Corp不變歷史1,0001,00000.0%$1,000$0$0<0.1%0.0%0.00
State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474新進–390+39$1,000$0+$1,000<0.1%0.0%0.00
THFFFirst Financial Corp新進歷史210+21$1,000$0+$1,000<0.1%0.0%0.00
WENWendy's Co新進歷史490+49$1,000$0+$1,000<0.1%0.0%0.00
iShares MSCI Eafe Min Vol Factor ETF46429B689新進–190+19$1,000$0+$1,000<0.1%0.0%0.00
DKSDick's Sporting Goods, Inc.新進歷史110+11$1,000$0+$1,000<0.1%0.0%0.00
AFGAmerican Financial Group Inc新進歷史70+7$1,000$0+$1,000<0.1%0.0%0.00
KKRKKR & Co. Inc.新進歷史170+17$1,000$0+$1,000<0.1%0.0%0.00
WPMWheaton Precious Metals Corp.新進歷史370+37$1,000$0+$1,000<0.1%0.0%0.00
CASYCaseys General Stores Inc新進歷史50+5$1,000$0+$1,000<0.1%0.0%0.00
EPACEnerpac Tool Group Corp新進歷史290+29$1,000$0+$1,000<0.1%0.0%0.00
TTITetra Technologies Inc新進歷史4140+414$1,000$0+$1,000<0.1%0.0%0.00
DOXAmdocs Ltd新進歷史120+12$1,000$0+$1,000<0.1%0.0%0.00
ARDCAres Dynamic Credit Allocation Fund, Inc.新進歷史910+91$1,000$0+$1,000<0.1%0.0%0.00
WLKWestlake Corp新進歷史100+10$1,000$0+$1,000<0.1%0.0%0.00
BXMTBlackstone Mortgage Trust, Inc.新進歷史330+33$1,000$0+$1,000<0.1%0.0%0.00
PFGCPerformance Food Group Co新進歷史180+18$1,000$0+$1,000<0.1%0.0%0.00
UTHRUnited Therapeutics Corp新進歷史40+4$1,000$0+$1,000<0.1%0.0%0.00
AMKRAmkor Technology, Inc.新進歷史570+57$1,000$0+$1,000<0.1%0.0%0.00
USFDUS Foods Holding Corp.新進歷史300+30$1,000$0+$1,000<0.1%0.0%0.00
TXG10x Genomics, Inc.新進歷史310+31$1,000$0+$1,000<0.1%0.0%0.00
EADAllspring Income Opportunities Fund新進歷史2160+216$1,000$0+$1,000<0.1%0.0%0.00
TCBITexas Capital Bancshares Inc新進歷史210+21$1,000$0+$1,000<0.1%0.0%0.00
ACIAlbertsons Companies, Inc.新進歷史350+35$1,000$0+$1,000<0.1%0.0%0.00
LPXLouisiana-Pacific Corp新進歷史160+16$1,000$0+$1,000<0.1%0.0%0.00
MOHMolina Healthcare, Inc.新進歷史20+2$1,000$0+$1,000<0.1%0.0%0.00
TGLSTecnoglass Holdings Inc.新進歷史510+51$1,000$0+$1,000<0.1%0.0%0.00
KRCKilroy Realty Corp新進歷史330+33$1,000$0+$1,000<0.1%0.0%0.00
HWKNHawkins Inc新進歷史270+27$1,000$0+$1,000<0.1%0.0%0.00
DXPEDXP Enterprises Inc新進歷史560+56$1,000$0+$1,000<0.1%0.0%0.00
ACHCAcadia Healthcare Company, Inc.新進歷史130+13$1,000$0+$1,000<0.1%0.0%0.00
IESCIES Holdings, Inc.新進歷史310+31$1,000$0+$1,000<0.1%0.0%0.00
UFPTUfp Technologies Inc新進歷史120+12$1,000$0+$1,000<0.1%0.0%0.00
OMCLOmnicell, Inc.新進歷史150+15$1,000$0+$1,000<0.1%0.0%0.00
Ea Series Trust02072L722新進–360+36$1,000$0+$1,000<0.1%0.0%0.00
TFIITFI International Inc.新進歷史70+7$1,000$0+$1,000<0.1%0.0%0.00
COLDAmericold Realty Trust新進歷史230+23$1,000$0+$1,000<0.1%0.0%0.00
HRBH&R Block Inc新進歷史210+21$1,000$0+$1,000<0.1%0.0%0.00
TOLToll Brothers, Inc.新進歷史200+20$1,000$0+$1,000<0.1%0.0%0.00
INMDInMode Ltd.新進歷史350+35$1,000$0+$1,000<0.1%0.0%0.00
ADTADT Inc.新進歷史1380+138$1,000$0+$1,000<0.1%0.0%0.00
ADXAdams Diversified Equity Fund, Inc.新進歷史570+57$1,000$0+$1,000<0.1%0.0%0.00
IMKTAIngles Markets Inc新進歷史100+10$1,000$0+$1,000<0.1%0.0%0.00
PCTYPaylocity Holding Corp新進歷史60+6$1,000$0+$1,000<0.1%0.0%0.00
ANFAbercrombie & Fitch Co新進歷史950+95$1,000$0+$1,000<0.1%0.0%0.00

估計買賣金額是股數的變化乘上申報隱含的季末價（市值除以股數）：新進用這一季的市值，清倉用上一季的市值，只有本金（PRN）的部位算不出來。13F 只有季末的持股，看不出季中的買賣時點與成交價。