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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
MELIMercadolibre IncCOM1$1,000<0.1%−2−66.7%減碼歷史
RCReady Capital CorpCOM115$1,000<0.1%−333−74.3%減碼歷史
WPMWheaton Precious Metals Corp.COM37$1,000<0.1%+37新進歷史
CASYCaseys General Stores IncCOM5$1,000<0.1%+5新進歷史
EPACEnerpac Tool Group CorpCL A COM29$1,000<0.1%+29新進歷史
TTITetra Technologies IncCOM414$1,000<0.1%+414新進歷史
DOXAmdocs LtdSHS12$1,000<0.1%+12新進歷史
ARDCAres Dynamic Credit Allocation Fund, Inc.COM91$1,000<0.1%+91新進歷史
WLKWestlake CorpCOM10$1,000<0.1%+10新進歷史
BXMTBlackstone Mortgage Trust, Inc.COM CL A33$1,000<0.1%+33新進歷史
PFGCPerformance Food Group CoCOM18$1,000<0.1%+18新進歷史
PRKSUnited Parks & Resorts Inc.COM23$1,000<0.1%00.0%不變歷史
UTHRUnited Therapeutics CorpCOM4$1,000<0.1%+4新進歷史
MYEMyers Industries IncCOM90$1,000<0.1%−250−73.5%減碼歷史
AMKRAmkor Technology, Inc.COM57$1,000<0.1%+57新進歷史
USFDUS Foods Holding Corp.COM30$1,000<0.1%+30新進歷史
TXG10x Genomics, Inc.CL A COM31$1,000<0.1%+31新進歷史
EADAllspring Income Opportunities FundINC OPPTY FD216$1,000<0.1%+216新進歷史
TCBITexas Capital Bancshares IncCOM21$1,000<0.1%+21新進歷史
ACIAlbertsons Companies, Inc.COMMON STOCK35$1,000<0.1%+35新進歷史
TYLTyler Technologies IncCOM2$1,000<0.1%00.0%不變歷史
LPXLouisiana-Pacific CorpCOM16$1,000<0.1%+16新進歷史
HCSGHealthcare Services Group IncCOM119$1,000<0.1%−701−85.5%減碼歷史
MOHMolina Healthcare, Inc.COM2$1,000<0.1%+2新進歷史
THCTenet Healthcare CorpCOM NEW27$1,000<0.1%00.0%不變歷史
HUBBHubbell IncCOM5$1,000<0.1%00.0%不變歷史
RLRalph Lauren CorpCL A8$1,000<0.1%00.0%不變歷史
TGLSTecnoglass Holdings Inc.ORD SHS51$1,000<0.1%+51新進歷史
KRCKilroy Realty CorpCOM33$1,000<0.1%+33新進歷史
iShares Tr46434V274INTL EQTY FACTOR38$1,000<0.1%00.0%不變–
HWKNHawkins IncCOM27$1,000<0.1%+27新進歷史
DXPEDXP Enterprises IncCOM NEW56$1,000<0.1%+56新進歷史
ACHCAcadia Healthcare Company, Inc.COM13$1,000<0.1%+13新進歷史
IESCIES Holdings, Inc.COM31$1,000<0.1%+31新進歷史
SKTTanger Inc.COM101$1,000<0.1%00.0%不變歷史
UFPTUfp Technologies IncCOM12$1,000<0.1%+12新進歷史
MUFGMitsubishi Ufj Financial Group IncSPONSORED ADS174$1,000<0.1%00.0%不變歷史
NXRTNexPoint Residential Trust, Inc.COM23$1,000<0.1%00.0%不變歷史
SBHSally Beauty Holdings, Inc.COM116$1,000<0.1%−187−61.7%減碼歷史
OMCLOmnicell, Inc.COM15$1,000<0.1%+15新進歷史
Ea Series Trust02072L722STRI US ENER ETF36$1,000<0.1%+36新進–
TFIITFI International Inc.COM7$1,000<0.1%+7新進歷史
COLDAmericold Realty TrustCOM23$1,000<0.1%+23新進歷史
TVGrupo Televisa, S.A.B.SPON ADR REP ORD208$1,000<0.1%+33+18.9%加碼歷史
RYAAYRyanair Holdings PLCSPONSORED ADR24$1,000<0.1%−42−63.6%減碼歷史
RUNSunrun Inc.COM28$1,000<0.1%−94−77.0%減碼歷史
First Tr Exchange-Traded FD33738D408FIRST TR TA HIYL35$1,000<0.1%00.0%不變–
HRBH&R Block IncCOM21$1,000<0.1%+21新進歷史
TOLToll Brothers, Inc.COM20$1,000<0.1%+20新進歷史
INMDInMode Ltd.SHS35$1,000<0.1%+35新進歷史
ADTADT Inc.COM138$1,000<0.1%+138新進歷史
JEFJefferies Financial Group Inc.COM33$1,000<0.1%−1,851−98.2%減碼歷史
ADXAdams Diversified Equity Fund, Inc.COM57$1,000<0.1%+57新進歷史
IMKTAIngles Markets IncCL A10$1,000<0.1%+10新進歷史
PCORProcore Technologies, Inc.COM27$1,000<0.1%00.0%不變歷史
PCTYPaylocity Holding CorpCOM6$1,000<0.1%+6新進歷史
LPLLG Display Co., Ltd.SPONS ADR REP270$1,000<0.1%−2,291−89.5%減碼歷史
ANFAbercrombie & Fitch CoCL A95$1,000<0.1%+95新進歷史
ARLOArlo Technologies, Inc.COM284$1,000<0.1%+284新進歷史
MTNVail Resorts IncCOM4$1,000<0.1%+4新進歷史
OPCHOption Care Health, Inc.COM NEW29$1,000<0.1%+29新進歷史
TKRTimken CoCOM17$1,000<0.1%−1,143−98.5%減碼歷史
UEUrban Edge PropertiesCOM39$1,000<0.1%+39新進歷史
WDIWestern Asset Diversified Income Fund (WDI)COM SHS BEN INT118$1,000<0.1%+118新進歷史
SNDRSchneider National, Inc.CL B40$1,000<0.1%+40新進歷史
PRGOPERRIGO Co plcSHS22$1,000<0.1%+22新進歷史
RIGTransocean Ltd.REGISTERED SHS240$1,000<0.1%00.0%不變歷史
UGPUltrapar Holdings IncSP ADR REP COM621$1,000<0.1%00.0%不變歷史
BTUPeabody Energy CorpCOM45$1,000<0.1%−475−91.3%減碼歷史
POSTPost Holdings, Inc.COM11$1,000<0.1%+11新進歷史
PSNParsons CorpCOM23$1,000<0.1%+23新進歷史
CELHCelsius Holdings, Inc.COM NEW9$1,000<0.1%+9新進歷史
TEITempleton Emerging Markets Income FundCOM125$1,000<0.1%+125新進歷史
INVAInnoviva, Inc.COM113$1,000<0.1%00.0%不變歷史
HQYHealthequity, Inc.COM12$1,000<0.1%+12新進歷史
ASANAsana, Inc.CL A61$1,000<0.1%+34+125.9%加碼歷史
ROKURoku, IncCOM CL A22$1,000<0.1%−13−37.1%減碼歷史
BCEBce IncCOM NEW25$1,000<0.1%+7+38.9%加碼歷史
ARAntero Resources CorpCOM30$1,000<0.1%+30新進歷史
TNDMTandem Diabetes Care IncCOM NEW20$1,000<0.1%00.0%不變歷史
DPZDominos Pizza IncCOM2$1,000<0.1%+2新進歷史
VVXV2X, Inc.COM38$1,000<0.1%+38新進歷史
GDVGabelli Dividend & Income TrustCOM47$1,000<0.1%+47新進歷史
ANGOAngiodynamics IncCOM46$1,000<0.1%+46新進歷史
EGPEastgroup Properties IncCOM10$1,000<0.1%−80−88.9%減碼歷史
CWSTCasella Waste Systems IncCL A12$1,000<0.1%+12新進歷史
CVNACarvana Co.CL A66$1,000<0.1%+66新進歷史
KRNYKearny Financial Corp.COM84$1,000<0.1%+84新進歷史
HDBHDFC Bank LtdSPONSORED ADS12$1,000<0.1%+12新進歷史
SENEASeneca Foods CorpCL A19$1,000<0.1%+19新進歷史
ASRSoutheast Airport GroupSPON ADR SER B7$1,000<0.1%00.0%不變歷史
BSACBanco Santander ChileSP ADR REP COM96$1,000<0.1%+96新進歷史
XPEVXpeng Inc.ADS101$1,000<0.1%−12−10.6%減碼歷史
ADArray Digital Infrastructure, Inc.COM34$1,000<0.1%+34新進歷史
BILIBilibili Inc.SPONS ADS REP Z40$1,000<0.1%−188−82.5%減碼歷史
CCBGCapital City Bank Group IncCOM30$1,000<0.1%+30新進歷史
CSRCenterspaceCOM15$1,000<0.1%00.0%不變歷史
CLDTChatham Lodging TrustCOM134$1,000<0.1%−358−72.8%減碼歷史
CRSRCorsair Gaming, Inc.COM112$1,000<0.1%00.0%不變歷史
DBRGDigitalBridge Group, Inc.CL A NEW52$1,000<0.1%+52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