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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）
ARLOArlo Technologies, Inc.新進歷史2840+284$1,000$0+$1,000<0.1%0.0%0.00
MTNVail Resorts Inc新進歷史40+4$1,000$0+$1,000<0.1%0.0%0.00
OPCHOption Care Health, Inc.新進歷史290+29$1,000$0+$1,000<0.1%0.0%0.00
UEUrban Edge Properties新進歷史390+39$1,000$0+$1,000<0.1%0.0%0.00
WDIWestern Asset Diversified Income Fund (WDI)新進歷史1180+118$1,000$0+$1,000<0.1%0.0%0.00
SNDRSchneider National, Inc.新進歷史400+40$1,000$0+$1,000<0.1%0.0%0.00
PRGOPERRIGO Co plc新進歷史220+22$1,000$0+$1,000<0.1%0.0%0.00
POSTPost Holdings, Inc.新進歷史110+11$1,000$0+$1,000<0.1%0.0%0.00
PSNParsons Corp新進歷史230+23$1,000$0+$1,000<0.1%0.0%0.00
CELHCelsius Holdings, Inc.新進歷史90+9$1,000$0+$1,000<0.1%0.0%0.00
TEITempleton Emerging Markets Income Fund新進歷史1250+125$1,000$0+$1,000<0.1%0.0%0.00
HQYHealthequity, Inc.新進歷史120+12$1,000$0+$1,000<0.1%0.0%0.00
ARAntero Resources Corp新進歷史300+30$1,000$0+$1,000<0.1%0.0%0.00
DPZDominos Pizza Inc新進歷史20+2$1,000$0+$1,000<0.1%0.0%0.00
VVXV2X, Inc.新進歷史380+38$1,000$0+$1,000<0.1%0.0%0.00
GDVGabelli Dividend & Income Trust新進歷史470+47$1,000$0+$1,000<0.1%0.0%0.00
ANGOAngiodynamics Inc新進歷史460+46$1,000$0+$1,000<0.1%0.0%0.00
CWSTCasella Waste Systems Inc新進歷史120+12$1,000$0+$1,000<0.1%0.0%0.00
CVNACarvana Co.新進歷史660+66$1,000$0+$1,000<0.1%0.0%0.00
KRNYKearny Financial Corp.新進歷史840+84$1,000$0+$1,000<0.1%0.0%0.00
HDBHDFC Bank Ltd新進歷史120+12$1,000$0+$1,000<0.1%0.0%0.00
SENEASeneca Foods Corp新進歷史190+19$1,000$0+$1,000<0.1%0.0%0.00
BSACBanco Santander Chile新進歷史960+96$1,000$0+$1,000<0.1%0.0%0.00
ADArray Digital Infrastructure, Inc.新進歷史340+34$1,000$0+$1,000<0.1%0.0%0.00
CCBGCapital City Bank Group Inc新進歷史300+30$1,000$0+$1,000<0.1%0.0%0.00
DBRGDigitalBridge Group, Inc.新進歷史520+52$1,000$0+$1,000<0.1%0.0%0.00
EBFEnnis, Inc.新進歷史460+46$1,000$0+$1,000<0.1%0.0%0.00
FOXFFox Factory Holding Corp新進歷史130+13$1,000$0+$1,000<0.1%0.0%0.00
FRPHFRP Holdings, Inc.新進歷史160+16$1,000$0+$1,000<0.1%0.0%0.00
INGNInogen Inc新進歷史590+59$1,000$0+$1,000<0.1%0.0%0.00
JBGSJBG Smith Properties新進歷史410+41$1,000$0+$1,000<0.1%0.0%0.00
MPBMid Penn Bancorp Inc新進歷史320+32$1,000$0+$1,000<0.1%0.0%0.00
MSBIMidland States Bancorp, Inc.新進歷史370+37$1,000$0+$1,000<0.1%0.0%0.00
NHCNational Healthcare Corp新進歷史140+14$1,000$0+$1,000<0.1%0.0%0.00
OPTUOptimum Communications, Inc.新進歷史1720+172$1,000$0+$1,000<0.1%0.0%0.00
SDSandridge Energy Inc新進歷史610+61$1,000$0+$1,000<0.1%0.0%0.00
SHLSShoals Technologies Group, Inc.新進歷史630+63$1,000$0+$1,000<0.1%0.0%0.00
TRTXTPG RE Finance Trust, Inc.新進歷史960+96$1,000$0+$1,000<0.1%0.0%0.00
TBRGTruBridge, Inc.新進歷史290+29$1,000$0+$1,000<0.1%0.0%0.00
ULHUniversal Logistics Holdings, Inc.新進歷史270+27$1,000$0+$1,000<0.1%0.0%0.00
USNAUsana Health Sciences Inc新進歷史140+14$1,000$0+$1,000<0.1%0.0%0.00
VNDAVanda Pharmaceuticals Inc.新進歷史920+92$1,000$0+$1,000<0.1%0.0%0.00
WMKWeis Markets Inc新進歷史130+13$1,000$0+$1,000<0.1%0.0%0.00
ZUMZZumiez Inc新進歷史630+63$1,000$0+$1,000<0.1%0.0%0.00
AWPabrdn Global Premier Properties Fund新進歷史2870+287$1,000$0+$1,000<0.1%0.0%0.00
YAlleghany Corp新進歷史10+1$1,000$0+$1,000<0.1%0.0%0.00
AIFApollo Tactical Income Fund Inc.新進歷史600+60$1,000$0+$1,000<0.1%0.0%0.00
APPHAppHarvest, Inc.新進歷史3560+356$1,000$0+$1,000<0.1%0.0%0.00
BDX 6 06/01/23 Pfd075887406新進–110+11$1,000$0+$1,000<0.1%0.0%0.00
DSUBlackRock Debt Strategies Fund, Inc.新進歷史570+57$1,000$0+$1,000<0.1%0.0%0.00
CHNGChange Healthcare Inc.新進歷史400+40$1,000$0+$1,000<0.1%0.0%0.00
CIOCity Office REIT, Inc.新進歷史820+82$1,000$0+$1,000<0.1%0.0%0.00
CFBCrossfirst Bankshares, Inc.新進歷史770+77$1,000$0+$1,000<0.1%0.0%0.00
CUTRCutera Inc新進歷史240+24$1,000$0+$1,000<0.1%0.0%0.00
Direxion Shs ETF Tr25459W458新進–1000+100$1,000$0+$1,000<0.1%0.0%0.00
EVBGEverbridge, Inc.新進歷史440+44$1,000$0+$1,000<0.1%0.0%0.00
First Tr High Income L/S FD33738E109新進–1230+123$1,000$0+$1,000<0.1%0.0%0.00
FFICFlushing Financial Corp新進歷史440+44$1,000$0+$1,000<0.1%0.0%0.00
MAGNMagnera Corp新進歷史3500+350$1,000$0+$1,000<0.1%0.0%0.00
HCCIHeritage-Crystal Clean, Inc.新進歷史340+34$1,000$0+$1,000<0.1%0.0%0.00
MINAberdeen Intermediate Income Fund新進歷史3920+392$1,000$0+$1,000<0.1%0.0%0.00
Nuveen PFD & Incm Securties67072C105新進–1260+126$1,000$0+$1,000<0.1%0.0%0.00
PPTFranklin Premier Income Trust新進歷史3880+388$1,000$0+$1,000<0.1%0.0%0.00
RBARB Global Inc.新進歷史140+14$1,000$0+$1,000<0.1%0.0%0.00
OPPRiverNorth/DoubleLine Strategic Opportunity Fund, Inc.新進歷史740+74$1,000$0+$1,000<0.1%0.0%0.00
RMTRoyce Micro-Cap Trust, Inc.新進歷史640+64$1,000$0+$1,000<0.1%0.0%0.00
SWAVShockwave Medical, Inc.新進歷史40+4$1,000$0+$1,000<0.1%0.0%0.00
SIXSix Flags Entertainment Corp新進歷史810+81$1,000$0+$1,000<0.1%0.0%0.00
TYTRI-CONTINENTAL Corp新進歷史380+38$1,000$0+$1,000<0.1%0.0%0.00
NCZVirtus Convertible & Income Fund II新進歷史3320+332$1,000$0+$1,000<0.1%0.0%0.00
NCVVirtus Convertible & Income Fund新進歷史1870+187$1,000$0+$1,000<0.1%0.0%0.00
IGDVoya GLOBAL EQUITY DIVIDEND & PREMIUM OPPORTUNITY FUND新進歷史1520+152$1,000$0+$1,000<0.1%0.0%0.00
WWWW International, Inc.新進歷史2820+282$1,000$0+$1,000<0.1%0.0%0.00
LBTYALiberty Global Ltd.新進歷史450+45$1,000$0+$1,000<0.1%0.0%0.00
EGLEEagle Bulk Shipping Inc.新進歷史210+21$1,000$0+$1,000<0.1%0.0%0.00
IASIntegral Ad Science Holding Corp.新進歷史1930+193$1,000$0+$1,000<0.1%0.0%0.00
WOLFWolfspeed, Inc.新進歷史110+11$1,000$0+$1,000<0.1%0.0%0.00
MEGINYLI CBRE Global Infrastructure Megatrends Term Fund新進歷史470+47$1,000$0+$1,000<0.1%0.0%0.00
WEWeWork Inc.新進歷史3650+365$1,000$0+$1,000<0.1%0.0%0.00
TXRHTexas Roadhouse, Inc.減碼歷史201,162−1,142−98.3%$2,000$8.50 萬−$11.4 萬<0.1%<0.1%−0.02
MFCManulife Financial Corp減碼歷史1393,663−3,524−96.2%$2,000$6.40 萬−$5.07 萬<0.1%<0.1%−0.02
STORStore Capital LLC減碼歷史612,265−2,204−97.3%$2,000$5.90 萬−$7.23 萬<0.1%<0.1%−0.01
BHFBrighthouse Financial, Inc.減碼歷史521,358−1,306−96.2%$2,000$5.60 萬−$5.02 萬<0.1%<0.1%−0.01
TECKTeck Resources Ltd減碼歷史631,688−1,625−96.3%$2,000$5.20 萬−$5.16 萬<0.1%<0.1%−0.01
PRFTPerficient Inc減碼歷史25220−195−88.6%$2,000$2.00 萬−$1.56 萬<0.1%<0.1%0.00
ARRArmour Residential REIT, Inc.減碼歷史4572,066−1,609−77.9%$2,000$1.50 萬−$7,041.58<0.1%<0.1%0.00
PSMTPricesmart Inc減碼歷史41141−100−70.9%$2,000$1.00 萬−$4,878.05<0.1%<0.1%0.00
GRFSGrifols SA減碼歷史368864−496−57.4%$2,000$1.00 萬−$2,695.65<0.1%<0.1%0.00
CUBICustomers Bancorp, Inc.減碼歷史68276−208−75.4%$2,000$9,000−$6,117.65<0.1%<0.1%0.00
KLICKulicke & Soffa Industries Inc減碼歷史60203−143−70.4%$2,000$9,000−$4,766.67<0.1%<0.1%0.00
GCOGenesco Inc減碼歷史42169−127−75.1%$2,000$8,000−$6,047.62<0.1%<0.1%0.00
BOOTBoot Barn Holdings, Inc.減碼歷史3599−64−64.6%$2,000$7,000−$3,657.14<0.1%<0.1%0.00
ROCCBaytex Energy USA, Inc.減碼歷史71219−148−67.6%$2,000$7,000−$4,169.01<0.1%<0.1%0.00
CPTCamden Property Trust減碼歷史1445−31−68.9%$2,000$6,000−$4,428.57<0.1%<0.1%0.00
RBCRBC Bearings INC減碼歷史1034−24−70.6%$2,000$6,000−$4,800<0.1%<0.1%0.00
MEIMethode Electronics Inc減碼歷史62165−103−62.4%$2,000$6,000−$3,322.58<0.1%<0.1%0.00
RPT Realty74971D101減碼–246604−358−59.3%$2,000$6,000−$2,910.57<0.1%<0.1%0.00
OMCOmnicom Group Inc.減碼歷史3584−49−58.3%$2,000$5,000−$2,800<0.1%<0.1%0.00
ENTGEntegris Inc減碼歷史3257−25−43.9%$2,000$5,000−$1,562.5<0.1%<0.1%0.00
LGTYLogility Supply Chain Solutions, Inc減碼歷史150282−132−46.8%$2,000$5,000−$1,760<0.1%<0.1%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。