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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 3 季持倉

持倉截至 2022/9/30，2022/11/7 申報。只含多頭部位，變化是跟 2022 年第 2 季比股數。

機構總覽
持股檔數
2,038
較 2022 年第 2 季 +290
總值
$4.37 億
較 2022 年第 2 季 +$4,888 萬 (+12.6%)
申報日
2022/11/7
SEC
EverSource Wealth Advisors, LLC 在 2022 年第 3 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
BKUBankUnited, Inc.COM289$1.00 萬<0.1%−409−58.6%減碼歷史
ROCKGibraltar Industries, Inc.COM248$1.00 萬<0.1%+46+22.8%加碼歷史
TIMBTim S.A.SPONSORED ADR852$1.00 萬<0.1%+852新進歷史
FEFirstenergy CorpCOM265$1.00 萬<0.1%+125+89.3%加碼歷史
CAKECheesecake Factory IncCOM343$1.00 萬<0.1%−144−29.6%減碼歷史
MSMMSC Industrial Direct Co IncCL A134$1.00 萬<0.1%−671−83.4%減碼歷史
ANDEAndersons, Inc.COM336$1.00 萬<0.1%+31+10.2%加碼歷史
MATMattel IncCOM510$1.00 萬<0.1%+480+1,600.0%加碼歷史
ADUSAddus HomeCare CorpCOM110$1.00 萬<0.1%00.0%不變歷史
Timothy Plan887432334INTL ETF481$1.00 萬<0.1%00.0%不變–
BRCBrady CorpCL A257$1.00 萬<0.1%+74+40.4%加碼歷史
FCFFirst Commonwealth Financial CorpCOM746$1.00 萬<0.1%00.0%不變歷史
ECPGEncore Capital Group IncCOM209$1.00 萬<0.1%00.0%不變歷史
ELANElanco Animal Health IncCOM879$1.00 萬<0.1%−15,472−94.6%減碼歷史
AOSSmith A O CorpCOM202$1.00 萬<0.1%+202新進歷史
HXLHexcel CorpCOM187$1.00 萬<0.1%+187新進歷史
HTLDHeartland Express IncCOM681$1.00 萬<0.1%00.0%不變歷史
ILPTIndustrial Logistics Properties TrustCOM SHS BEN INT1,837$1.00 萬<0.1%+1,675+1,034.0%加碼歷史
OFIXOrthofix Medical Inc.COM518$1.00 萬<0.1%+518新進歷史
ROICRetail Opportunity Investments CorpCOM704$1.00 萬<0.1%−417−37.2%減碼歷史
NIONIO Inc.ADR735$1.10 萬<0.1%+73+11.0%加碼歷史
CTRACoterra Energy Inc.Stock414$1.10 萬<0.1%+43+11.6%加碼歷史
IVZInvesco Ltd.Stock817$1.10 萬<0.1%−3,846−82.5%減碼歷史
APAAPA CorpStock313$1.10 萬<0.1%−182−36.8%減碼歷史
CECelanese CorpStock122$1.10 萬<0.1%+88+258.8%加碼歷史
AGNCAGNC Investment Corp.REIT1,315$1.10 萬<0.1%+1,107+532.2%加碼歷史
TEVATeva Pharmaceutical Industries LtdSPONSORED ADS1,386$1.10 萬<0.1%+887+177.8%加碼歷史
MTCHMatch Group, Inc.COM230$1.10 萬<0.1%−22−8.7%減碼歷史
Invesco Exch Traded FD Tr II46138E354S&P500 LOW VOL187$1.10 萬<0.1%00.0%不變–
BVNBuenaventura Mining Co IncSPONSORED ADR1,539$1.10 萬<0.1%+492+47.0%加碼歷史
JBHTHunt J B Transport Services IncCOM73$1.10 萬<0.1%−27−27.0%減碼歷史
EYENational Vision Holdings, Inc.COM342$1.10 萬<0.1%+342新進歷史
FFBCFirst Financial BancorpCOM539$1.10 萬<0.1%−136−20.1%減碼歷史
COKECoca-Cola Consolidated, Inc.COM27$1.10 萬<0.1%00.0%不變歷史
HCCWarrior Met Coal, Inc.COM384$1.10 萬<0.1%00.0%不變歷史
BWABorgwarner IncCOM354$1.10 萬<0.1%+100+39.4%加碼歷史
PLUSEplus IncCOM270$1.10 萬<0.1%−64−19.2%減碼歷史
STMSTMicroelectronics N.V.NY REGISTRY354$1.10 萬<0.1%−1,736−83.1%減碼歷史
NDAQNasdaq, Inc.COM189$1.10 萬<0.1%00.0%不變依 3 比 1 拆股換算歷史
HSTHost Hotels & Resorts, Inc.COM734$1.10 萬<0.1%+129+21.3%加碼歷史
CVECenovus Energy Inc.COM707$1.10 萬<0.1%+241+51.7%加碼歷史
HPHelmerich & Payne, Inc.COM298$1.10 萬<0.1%+97+48.3%加碼歷史
MCIBarings Corporate InvestorsCOM818$1.10 萬<0.1%00.0%不變歷史
First Tr Exchange Traded FD33738R118NASD TECH DIV250$1.10 萬<0.1%00.0%不變–
SESea LtdSPONSORD ADS197$1.10 萬<0.1%−560−74.0%減碼歷史
MTXMinerals Technologies IncCOM221$1.10 萬<0.1%+221新進歷史
iShares Tr46435U853BROAD USD HIGH327$1.10 萬<0.1%−91−21.8%減碼–
ALKAlaska Air Group, Inc.COM278$1.10 萬<0.1%−1,404−83.5%減碼歷史
NWNNorthwest Natural Holding CoCOM237$1.10 萬<0.1%+177+295.0%加碼歷史
ICLICL Group Ltd.SHS1,402$1.10 萬<0.1%−2,001−58.8%減碼歷史
ALTRAltair Engineering Inc.COM CL A250$1.10 萬<0.1%00.0%不變歷史
BERYBerry Global Group, Inc.COM231$1.10 萬<0.1%+231新進歷史
GMSGMS Inc.COM272$1.10 萬<0.1%−81−22.9%減碼歷史
HOLXHologic IncCOM176$1.10 萬<0.1%−19−9.7%減碼歷史
Invesco DB Multi-Sector Comm46140H601GOLD FD227$1.10 萬<0.1%00.0%不變–
ORANYOrangeSPONSORED ADR1,242$1.10 萬<0.1%+1,027+477.7%加碼歷史
UGIUgi CorpStock379$1.20 萬<0.1%−983−72.2%減碼歷史
Vanguard Health Care ETF92204A504ETF52$1.20 萬<0.1%00.0%不變–
AALAmerican Airlines Group Inc.Stock1,000$1.20 萬<0.1%−482−32.5%減碼歷史
ATIAti IncStock447$1.20 萬<0.1%+115+34.6%加碼歷史
BALLBALL CorpCOM246$1.20 萬<0.1%+115+87.8%加碼歷史
CPKChesapeake Utilities CorpCOM101$1.20 萬<0.1%00.0%不變歷史
Northern LTS FD Tr IV66538H179MAIN BUYWRITE989$1.20 萬<0.1%+989新進–
Nushares ETF Tr67092P607NUVEEN ESG SMLCP370$1.20 萬<0.1%+11+3.1%加碼–
NBTBNBT Bancorp IncCOM319$1.20 萬<0.1%00.0%不變歷史
PNWPinnacle West Capital CorpCOM180$1.20 萬<0.1%−695−79.4%減碼歷史
CSGPCostar Group, Inc.COM171$1.20 萬<0.1%+171新進歷史
LYVLive Nation Entertainment, Inc.COM163$1.20 萬<0.1%+32+24.4%加碼歷史
BMIBadger Meter IncCOM134$1.20 萬<0.1%+108+415.4%加碼歷史
GATXGatx CorpCOM143$1.20 萬<0.1%+143新進歷史
AFRMAffirm Holdings, Inc.COM CL A646$1.20 萬<0.1%+642+16,050.0%加碼歷史
NPOEnpro Inc.COM143$1.20 萬<0.1%−57−28.5%減碼歷史
APOGApogee Enterprises, Inc.COM322$1.20 萬<0.1%00.0%不變歷史
BRBSBlue Ridge Bankshares, Inc.COM931$1.20 萬<0.1%00.0%不變歷史
OFGOfg BancorpCOM480$1.20 萬<0.1%00.0%不變歷史
SCLStepan CoCOM131$1.20 萬<0.1%−62−32.1%減碼歷史
AEGAegon Ltd.NY REGISTRY SHS3,178$1.20 萬<0.1%−12,528−79.8%減碼歷史
ALEXAlexander & Baldwin, Inc.COM735$1.20 萬<0.1%−184−20.0%減碼歷史
HNGRHanger, Inc.COM NEW601$1.20 萬<0.1%+459+323.2%加碼歷史
Paramount Global92556H206CL B657$1.20 萬<0.1%+88+15.5%加碼–
VTRVentas, Inc.REIT319$1.30 萬<0.1%+59+22.7%加碼歷史
VTRSViatris IncStock1,541$1.30 萬<0.1%+472+44.2%加碼歷史
Schwab US Aggregate Bond ETF808524839ETF298$1.30 萬<0.1%+144+93.5%加碼–
OGNOrganon & Co.Stock532$1.30 萬<0.1%+378+245.5%加碼歷史
RYRoyal Bank of CanadaStock145$1.30 萬<0.1%−77−34.7%減碼歷史
GPCGenuine Parts CoStock88$1.30 萬<0.1%+63+252.0%加碼歷史
EATBrinker International, IncStock488$1.30 萬<0.1%+488新進歷史
GBXGreenbrier Companies IncStock535$1.30 萬<0.1%+190+55.1%加碼歷史
GLGlobe Life Inc.COM139$1.30 萬<0.1%+20+16.8%加碼歷史
JXNJackson Financial Inc.COM CL A492$1.30 萬<0.1%+474+2,633.3%加碼歷史
PBRPetrobras - Petroleo Brasileiro SASPONSORED ADR1,052$1.30 萬<0.1%+332+46.1%加碼歷史
MKTXMarketaxess Holdings IncCOM57$1.30 萬<0.1%+43+307.1%加碼歷史
PBR.APetrobras - Petroleo Brasileiro SASP ADR NON VTG1,180$1.30 萬<0.1%+555+88.8%加碼歷史
PFSProvident Financial Services IncCOM649$1.30 萬<0.1%00.0%不變歷史
VOYAVoya Financial, Inc.COM220$1.30 萬<0.1%+220新進歷史
CLFCleveland-Cliffs Inc.COM966$1.30 萬<0.1%+61+6.7%加碼歷史
IEXIdex CorpCOM65$1.30 萬<0.1%−10−13.3%減碼歷史
ABMAbm Industries IncCOM343$1.30 萬<0.1%−106−23.6%減碼歷史
KALUKaiser Aluminum CorpCOM PAR $0.01211$1.30 萬<0.1%−70−24.9%減碼歷史
URBNUrban Outfitters IncCOM658$1.30 萬<0.1%+658新進歷史

2022 年第 2 季之後清倉（180 檔）

2022 年第 2 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 180 檔。

EverSource Wealth Advisors, LLC 在 2022 年第 2 季之後清倉的部位
證券類別2022 年第 2 季股數2022 年第 2 季市值2022 年第 2 季佔組合 %紀錄
Northern LTS FD Tr IV66538H591MAIN SECTR ROTN15,988$58.1 萬0.1%–
iShares S&P Small-Cap 600 Value ETF464287879ETF2,312$20.6 萬0.1%–
Vanguard Intl Equity Index F922042676GLB EX US ETF2,240$9.90 萬<0.1%–
iShares Tr464289875CORE 40 MODE ETF2,322$9.00 萬<0.1%–
SAFMSanderson Farms IncCOM383$8.30 萬<0.1%歷史
HASHasbro, Inc.COM963$7.90 萬<0.1%歷史
ZDZiff Davis, Inc.COM1,047$7.80 萬<0.1%歷史
DJTTrump Media & Technology Group Corp.Stock2,988$7.20 萬<0.1%歷史
iShares Russell Midcap ETF464287499ETF1,100$7.10 萬<0.1%–
PSBPS Business Parks, Inc.COM380$7.10 萬<0.1%歷史
SRCSpirit Realty Capital, Inc.COM NEW1,823$6.90 萬<0.1%歷史
TEAMAtlassian CorpCL A370$6.90 萬<0.1%歷史
ONTOOnto Innovation Inc.COM941$6.60 萬<0.1%歷史
iShares Tr464288166AGENCY BOND ETF590$6.50 萬<0.1%–
CVLTCommvault Systems IncCOM1,027$6.50 萬<0.1%歷史
MMSMaximus, Inc.COM981$6.10 萬<0.1%歷史
MASIMasimo CorpCOM467$6.10 萬<0.1%歷史
FSVFirstService CorpCOM493$6.00 萬<0.1%歷史
CHHChoice Hotels International IncCOM538$6.00 萬<0.1%歷史
EFOREverforth IncCOM654$5.90 萬<0.1%歷史
PCHPotlatchdeltic CorpCOM1,313$5.80 萬<0.1%歷史
VSHVishay Intertechnology IncCOM3,139$5.60 萬<0.1%歷史
STAGSTAG Industrial, Inc.COM1,771$5.50 萬<0.1%歷史
SFStifel Financial CorpCOM965$5.40 萬<0.1%歷史
BNTXBioNTech SESPONSORED ADS360$5.40 萬<0.1%歷史
NATINational Instruments CorpCOM1,727$5.40 萬<0.1%歷史
WKWorkiva IncCOM CL A810$5.30 萬<0.1%歷史
ENSEnerSysCOM860$5.10 萬<0.1%歷史
ENOVEnovis CORPCOM907$5.00 萬<0.1%歷史
TXTernium S.A.SPONSORED ADS1,390$5.00 萬<0.1%歷史
Crescent PT Energy Corp22576C101COM6,965$5.00 萬<0.1%–
KBHKB HomeCOM1,724$4.90 萬<0.1%歷史
AMAntero Midstream CorpStock5,212$4.70 萬<0.1%歷史
HUNHuntsman CORPCOM1,657$4.70 萬<0.1%歷史
FLFoot Locker, Inc.COM1,845$4.70 萬<0.1%歷史
VETVermilion Energy Inc.COM2,398$4.60 萬<0.1%歷史
UNVRUnivar Solutions Inc.COM1,863$4.60 萬<0.1%歷史
Enerplus Corp292766102COM3,142$4.20 萬<0.1%–
Northern LTS FD Tr IV66538H393INSPIRE TACTICAL1,607$3.90 萬<0.1%–
ARNCArconic CorpCOM1,249$3.50 萬<0.1%歷史
J P Morgan Exchange Traded F46641Q779US MOMENTUM905$3.30 萬<0.1%–
IDAIdacorp IncCOM297$3.10 萬<0.1%歷史
MANTMantech International CorpCL A306$2.90 萬<0.1%歷史
China Petroleum & Chemical C16941R108SPON ADR H SHS616$2.80 萬<0.1%–
HIWHighwoods Properties, Inc.COM804$2.70 萬<0.1%歷史
MTORMeritor, Inc.COM685$2.50 萬<0.1%歷史
MKSIMKS IncCOM214$2.20 萬<0.1%歷史
Northern LTS FD Tr IV66538H278MAIN THEMATC IN1,654$2.20 萬<0.1%–
HNIHni CorpStock471$1.70 萬<0.1%歷史
FVRRFiverr International Ltd.ORD SHS500$1.70 萬<0.1%歷史
Two Harbors Investment Corp.90187B408COM NEW3,415$1.70 萬<0.1%–
BHEBenchmark Electronics IncCOM657$1.40 萬<0.1%歷史
Vanguard Intl Equity Index F922042874FTSE EUROPE ETF269$1.40 萬<0.1%–
LSEALandsea Homes CorpCOM2,122$1.40 萬<0.1%歷史
ASTEAstec Industries IncCOM302$1.30 萬<0.1%歷史
DLXDeluxe CorpCOM586$1.30 萬<0.1%歷史
IPGPIpg Photonics CorpCOM134$1.20 萬<0.1%歷史
Petrochina Co Ltd71646E100SPONSORED ADR260$1.20 萬<0.1%–
VZIOVizio Holding Corp.CL A COM1,711$1.20 萬<0.1%歷史
KELYAKelly Services IncCL A540$1.10 萬<0.1%歷史
RHRHCOM47$1.00 萬<0.1%歷史
JBTMJBT Marel CorpCOM84$9,000<0.1%歷史
MHOM/I Homes, Inc.COM228$9,000<0.1%歷史
Fidelity Covington Trust316092857MSCI RL EST ETF319$9,000<0.1%–
NWGNatWest Group plcSPONS ADR 2 ORD1,414$8,000<0.1%歷史
Collaborative Investmnt Ser19423L565TUTTLE CAP SHORT125$8,000<0.1%–
CSTMConstellium SECL A SHS569$7,000<0.1%歷史
ACHAccendra Health IncStock202$6,000<0.1%歷史
FIZZNational Beverage CorpCOM126$6,000<0.1%歷史
Flexshares Tr33939L605IBOXX 5YR TRGT247$6,000<0.1%–
VTOLBristow Group Inc.COM241$6,000<0.1%歷史
GDSGDS Holdings LtdSPONSORED ADS193$6,000<0.1%歷史
SRDXSurmodics IncCOM174$6,000<0.1%歷史
TMXTerminix Global Holdings IncCOM140$6,000<0.1%歷史
BNSBank of Nova ScotiaCOM81$5,000<0.1%歷史
AWIArmstrong World Industries IncCOM62$5,000<0.1%歷史
RLIRli CorpCOM46$5,000<0.1%歷史
PAHCPhibro Animal Health CorpCL A COM258$5,000<0.1%歷史
SYBTStock Yards Bancorp, Inc.COM82$5,000<0.1%歷史
UPBDUpbound Group, Inc.COM279$5,000<0.1%歷史
VLGEAVillage Super Market IncCL A NEW232$5,000<0.1%歷史
NTUSNatus Medical IncCOM160$5,000<0.1%歷史
SWISolarWinds CorpCOM450$5,000<0.1%歷史
PRIPrimerica, Inc.Stock32$4,000<0.1%歷史
PENNPENN Entertainment, Inc.COM128$4,000<0.1%歷史
BRKRBruker CorpCOM61$4,000<0.1%歷史
SHCSotera Health CoCOM195$4,000<0.1%歷史
iShares Tr464287341GLOBAL ENERG ETF118$4,000<0.1%–
VIAVViavi Solutions Inc.COM318$4,000<0.1%歷史
CHCTCommunity Healthcare Trust IncCOM104$4,000<0.1%歷史
OLPXOlaplex Holdings, Inc.COM265$4,000<0.1%歷史
LESLLeslie's, Inc.COM246$4,000<0.1%歷史
POLYPlantronics IncCOM100$4,000<0.1%歷史
DSEYDiversey Holdings, Ltd.ORD SHS689$4,000<0.1%歷史
Eros Intl PLCG3788R105COM1,818$4,000<0.1%–
UAAUnder Armour, Inc.Stock280$3,000<0.1%歷史
HMYHarmony Gold Mining Co LtdADR957$3,000<0.1%歷史
AMSCAmerican Superconductor CorpStock536$3,000<0.1%歷史
PPLIPeople IncCOM NEW43$3,000<0.1%歷史
DAKTDaktronics IncCOM952$3,000<0.1%歷史