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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
SWKStanley Black & Decker, Inc.COM452$3.40 萬<0.1%+21+4.9%加碼歷史
HBANHuntington Bancshares IncCOM2,573$3.40 萬<0.1%+1,543+149.8%加碼歷史
LYBLyondellBasell Industries N.V.SHS - A -439$3.40 萬<0.1%−513−53.9%減碼歷史
J P Morgan Exchange Traded F46641Q159INCOME ETF768$3.40 萬<0.1%+450+141.5%加碼–
APOApollo Global Management, Inc.COM732$3.40 萬<0.1%00.0%不變歷史
LEALear CorpCOM NEW284$3.40 萬<0.1%+87+44.2%加碼歷史
SPGSimon Property Group Inc.REIT380$3.50 萬<0.1%−84−18.1%減碼歷史
KHCKraft Heinz CoStock1,026$3.50 萬<0.1%+425+70.7%加碼歷史
iShares Tr46435G102CONV BD ETF522$3.50 萬<0.1%−190−26.7%減碼–
GPIGroup 1 Automotive IncCOM243$3.50 萬<0.1%+109+81.3%加碼歷史
BNYBank of New York Mellon CorpStock948$3.60 萬<0.1%+668+238.6%加碼歷史
OLNOLIN CorpStock840$3.60 萬<0.1%+840新進歷史
TMETencent Music Entertainment GroupSPON ADS8,909$3.60 萬<0.1%−4,350−32.8%減碼歷史
CMBTCmb.tech NVSHS2,370$3.60 萬<0.1%00.0%不變歷史
Vanguard Ftse All-World Ex-US Index Fund922042775ETF838$3.70 萬<0.1%00.0%不變–
FISVFiserv IncStock401$3.70 萬<0.1%+153+61.7%加碼歷史
PTCPTC Inc.Stock358$3.70 萬<0.1%+336+1,527.3%加碼歷史
AAgilent Technologies, Inc.COM298$3.70 萬<0.1%+77+34.8%加碼歷史
OMFOneMain Holdings, Inc.COM1,248$3.70 萬<0.1%−476−27.6%減碼歷史
UCBUnited Community Banks IncCOM1,123$3.70 萬<0.1%00.0%不變歷史
IIPRInnovative Industrial Properties IncCOM418$3.70 萬<0.1%−7−1.6%減碼歷史
SANBanco Santander, S.A.ADR15,761$3.70 萬<0.1%−5,099−24.4%減碼歷史
HSBCHSBC Holdings PLCSPON ADR NEW1,428$3.70 萬<0.1%+622+77.2%加碼歷史
TWTRTwitter, Inc.COM824$3.70 萬<0.1%+334+68.2%加碼歷史
SYYSysco CorpStock535$3.80 萬<0.1%+198+58.8%加碼歷史
MANHManhattan Associates IncStock281$3.80 萬<0.1%−253−47.4%減碼歷史
PECOPhillips Edison & Company, Inc.COMMON STOCK1,360$3.80 萬<0.1%−609−30.9%減碼歷史
SQMChemical & Mining Co of Chile IncSPON ADR SER B413$3.80 萬<0.1%+300+265.5%加碼歷史
SPDR Index Shs FDS78463X749ST DOW GLOBA ETF983$3.80 萬<0.1%+983新進–
BCRXBiocryst Pharmaceuticals IncCOM2,955$3.80 萬<0.1%00.0%不變歷史
AEISAdvanced Energy Industries IncCOM492$3.80 萬<0.1%+206+72.0%加碼歷史
MTDMettler Toledo International IncCOM35$3.80 萬<0.1%+25+250.0%加碼歷史
Victory Portfolios II92647N881VCSHS INTL HG DV1,508$3.80 萬<0.1%+25+1.7%加碼–
BHVNBiohaven Ltd.COM254$3.80 萬<0.1%−26−9.3%減碼歷史
MRNAModerna, Inc.Stock328$3.90 萬<0.1%−218−39.9%減碼歷史
HIGHartford Insurance Group, Inc.Stock633$3.90 萬<0.1%+118+22.9%加碼歷史
TRVTravelers Companies, Inc.Stock257$3.90 萬<0.1%+93+56.7%加碼歷史
SLABSilicon Laboratories Inc.Stock314$3.90 萬<0.1%+314新進歷史
DIODDiodes IncCOM600$3.90 萬<0.1%−729−54.9%減碼歷史
YUMCYum China Holdings, Inc.COM816$3.90 萬<0.1%−691−45.9%減碼歷史
Vanguard Admiral FDS Inc921932794SMLCP 600 GRTH221$3.90 萬<0.1%00.0%不變–
CHRWC. H. Robinson Worldwide, Inc.COM NEW399$3.90 萬<0.1%00.0%不變歷史
LENLennar CorpCL A519$3.90 萬<0.1%+62+13.6%加碼歷史
UBERUber Technologies, IncStock1,533$4.00 萬<0.1%+472+44.5%加碼歷史
BBWIBath & Body Works, Inc.COM1,249$4.00 萬<0.1%+187+17.6%加碼歷史
WBSWebster Financial CorpCOM889$4.00 萬<0.1%+617+226.8%加碼歷史
LVSLas Vegas Sands CorpCOM1,076$4.00 萬<0.1%+319+42.1%加碼歷史
WFGWest Fraser Timber Co., LtdCOM550$4.00 萬<0.1%−84−13.2%減碼歷史
VRSNVerisign IncCOM230$4.00 萬<0.1%+188+447.6%加碼歷史
FWRDForward Air CorpCOM442$4.00 萬<0.1%+442新進歷史
LULufax Holding LtdADS REP SHS CL A15,613$4.00 萬<0.1%+15,613新進歷史
SAPSAP SEADR511$4.10 萬<0.1%+157+44.4%加碼歷史
Victory Portfolios II92647N527CORE BD ETF911$4.10 萬<0.1%+5+0.6%加碼–
HYTBlackRock Corporate High Yield Fund, Inc.COM4,783$4.10 萬<0.1%00.0%不變歷史
First Tr Exchange Trad FD VI33739H101FST TR GLB FD1,610$4.10 萬<0.1%00.0%不變–
iShares Tr464288372GLB INFRASTR ETF973$4.10 萬<0.1%+973新進–
STAAStaar Surgical CoCOM PAR $0.01579$4.10 萬<0.1%+579新進歷史
CORCencora, Inc.Stock311$4.20 萬<0.1%+87+38.8%加碼歷史
CNCCentene CorpStock537$4.20 萬<0.1%+89+19.9%加碼歷史
NEMNEWMONT CorpStock1,003$4.20 萬<0.1%+548+120.4%加碼歷史
WECWec Energy Group, Inc.Stock464$4.20 萬<0.1%+281+153.6%加碼歷史
SSRMSSR Mining Inc.Stock2,889$4.20 萬<0.1%−926−24.3%減碼歷史
PFGPrincipal Financial Group IncCOM574$4.20 萬<0.1%+14+2.5%加碼歷史
iShares Tr464287291GLOBAL TECH ETF989$4.20 萬<0.1%+20+2.1%加碼–
LLoews CorpCOM845$4.20 萬<0.1%+418+97.9%加碼歷史
CPAYCorpay, Inc.COM239$4.20 萬<0.1%+9+3.9%加碼歷史
PPGPPG Industries IncStock390$4.30 萬<0.1%+31+8.6%加碼歷史
TAKTakeda Pharmaceutical Co LtdADR3,315$4.30 萬<0.1%−3,175−48.9%減碼歷史
BAXBaxter International IncStock794$4.30 萬<0.1%−66−7.7%減碼歷史
SUSuncor Energy IncStock1,552$4.30 萬<0.1%−1,113−41.8%減碼歷史
CAHCardinal Health IncStock642$4.30 萬<0.1%+519+422.0%加碼歷史
EQHEquitable Holdings, Inc.COM1,588$4.30 萬<0.1%+710+80.9%加碼歷史
TKCTurkcell Iletisim Hizmetleri A SSPON ADR NEW16,007$4.30 萬<0.1%+16,007新進歷史
DHIHorton D R IncCOM652$4.40 萬<0.1%−686−51.3%減碼歷史
VRTVertiv Holdings CoCOM CL A4,518$4.40 萬<0.1%+4,518新進歷史
LDOSLeidos Holdings, Inc.COM514$4.40 萬<0.1%−38−6.9%減碼歷史
PKXPosco Holdings Inc.SPONSORED ADR1,192$4.40 萬<0.1%−768−39.2%減碼歷史
iShares Russell Mid-Cap Growth ETF464287481ETF569$4.50 萬<0.1%+37+7.0%加碼–
UBSUBS Group AGStock3,101$4.50 萬<0.1%−2,596−45.6%減碼歷史
WYWeyerhaeuser CoCOM NEW1,579$4.50 萬<0.1%+1,174+289.9%加碼歷史
IFFInternational Flavors & Fragrances IncCOM488$4.50 萬<0.1%+166+51.6%加碼歷史
iShares Tr464287762US HLTHCARE ETF181$4.60 萬<0.1%+181新進–
NTESNetEase, Inc.SPONSORED ADS627$4.70 萬<0.1%−234−27.2%減碼歷史
NSITInsight Enterprises IncCOM571$4.70 萬<0.1%−364−38.9%減碼歷史
CIENCiena CorpCOM NEW1,165$4.70 萬<0.1%−643−35.6%減碼歷史
GTGoodyear Tire & Rubber CoCOM4,689$4.70 萬<0.1%+4,689新進歷史
XELXcel Energy IncStock740$4.80 萬<0.1%+250+51.0%加碼歷史
iShares Core MSCI Eafe ETF46432F842ETF910$4.80 萬<0.1%+12+1.3%加碼–
iShares Core S&P US Value ETF464287663ETF767$4.80 萬<0.1%−265−25.7%減碼–
TPLTexas Pacific Land CorpStock27$4.80 萬<0.1%+27新進歷史
TTCToro CoCOM557$4.80 萬<0.1%+514+1,195.3%加碼歷史
ETSYEtsy IncCOM476$4.80 萬<0.1%+58+13.9%加碼歷史
GLOBGlobant S.A.COM257$4.80 萬<0.1%−279−52.1%減碼歷史
VanEck ETF Trust92189F486IG FLOA RATE ETF1,982$4.90 萬<0.1%00.0%不變–
WPCW. P. Carey Inc.COM696$4.90 萬<0.1%+696新進歷史
FHBFirst Hawaiian, Inc.COM2,008$4.90 萬<0.1%+1,796+847.2%加碼歷史
JLLJones Lang Lasalle IncCOM325$4.90 萬<0.1%−48−12.9%減碼歷史
LOPEGrand Canyon Education, Inc.COM601$4.90 萬<0.1%−63−9.5%減碼歷史
iShares Tr464287150CORE S&P TTL STK621$4.90 萬<0.1%−195−23.9%減碼–
HZNPHorizon Therapeutics Public Ltd CoSHS791$4.90 萬<0.1%−133−14.4%減碼歷史

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