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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
EBFEnnis, Inc.COM46$1,000<0.1%+46新進歷史
FOXFFox Factory Holding CorpCOM13$1,000<0.1%+13新進歷史
FRPHFRP Holdings, Inc.COM16$1,000<0.1%+16新進歷史
INGNInogen IncCOM59$1,000<0.1%+59新進歷史
JBGSJBG Smith PropertiesCOM41$1,000<0.1%+41新進歷史
KROKronos Worldwide IncCOM155$1,000<0.1%00.0%不變歷史
MCHBMechanics BancorpCL A37$1,000<0.1%−72−66.1%減碼歷史
MPBMid Penn Bancorp IncCOM32$1,000<0.1%+32新進歷史
MSBIMidland States Bancorp, Inc.COM37$1,000<0.1%+37新進歷史
NHCNational Healthcare CorpCOM14$1,000<0.1%+14新進歷史
OPTUOptimum Communications, Inc.CL A172$1,000<0.1%+172新進歷史
RMAXRE/MAX Holdings, Inc.CL A38$1,000<0.1%−568−93.7%減碼歷史
SDSandridge Energy IncCOM NEW61$1,000<0.1%+61新進歷史
SHLSShoals Technologies Group, Inc.CL A63$1,000<0.1%+63新進歷史
SPDR Index Shs FDS78463X863ST DOW INTL ETF40$1,000<0.1%00.0%不變–
TRTXTPG RE Finance Trust, Inc.COM96$1,000<0.1%+96新進歷史
TBRGTruBridge, Inc.COM29$1,000<0.1%+29新進歷史
ULHUniversal Logistics Holdings, Inc.COM27$1,000<0.1%+27新進歷史
USNAUsana Health Sciences IncCOM14$1,000<0.1%+14新進歷史
EGYVaalco Energy IncCOM NEW295$1,000<0.1%00.0%不變歷史
VNDAVanda Pharmaceuticals Inc.COM92$1,000<0.1%+92新進歷史
WMKWeis Markets IncCOM13$1,000<0.1%+13新進歷史
WWRWestwater Resources, Inc.COM NEW500$1,000<0.1%00.0%不變歷史
ZUMZZumiez IncCOM63$1,000<0.1%+63新進歷史
AWPabrdn Global Premier Properties FundCOM SH BEN INT287$1,000<0.1%+287新進歷史
ABMDAbiomed IncCOM6$1,000<0.1%00.0%不變歷史
YAlleghany CorpCOM1$1,000<0.1%+1新進歷史
AIFApollo Tactical Income Fund Inc.COM60$1,000<0.1%+60新進歷史
APPHAppHarvest, Inc.COM356$1,000<0.1%+356新進歷史
BDX 6 06/01/23 Pfd075887406CONVERTIBLE PREFERRED STOCK11$1,000<0.1%+11新進–
DSUBlackRock Debt Strategies Fund, Inc.COM NEW57$1,000<0.1%+57新進歷史
CHNGChange Healthcare Inc.COM40$1,000<0.1%+40新進歷史
China Southern Airlines Co L169409109SPON ADR CL H50$1,000<0.1%00.0%不變–
CIOCity Office REIT, Inc.COM82$1,000<0.1%+82新進歷史
CFBCrossfirst Bankshares, Inc.COM77$1,000<0.1%+77新進歷史
CUTRCutera IncCOM24$1,000<0.1%+24新進歷史
Direxion Shs ETF Tr25459W458DLY SCOND 3XBU100$1,000<0.1%+100新進–
DRRXDurect CorpCOM1,000$1,000<0.1%00.0%不變歷史
EVBGEverbridge, Inc.COM44$1,000<0.1%+44新進歷史
First Tr High Income L/S FD33738E109COM123$1,000<0.1%+123新進–
FFICFlushing Financial CorpCOM44$1,000<0.1%+44新進歷史
MAGNMagnera CorpCOM350$1,000<0.1%+350新進歷史
HCCIHeritage-Crystal Clean, Inc.COM34$1,000<0.1%+34新進歷史
HTHersha Hospitality TrustPR SHS BEN INT135$1,000<0.1%00.0%不變歷史
Safehold Inc.45031U101COM137$1,000<0.1%+17+14.2%加碼–
IRBTiRobot CorpCOM25$1,000<0.1%−11−30.6%減碼歷史
JPMorgan Chase & Co46625H365ALERIAN ML ETN30$1,000<0.1%00.0%不變–
LACLithium Americas Corp.COM NEW25$1,000<0.1%00.0%不變歷史
MINAberdeen Intermediate Income FundSH BEN INT392$1,000<0.1%+392新進歷史
NKLANikola CorpCOM400$1,000<0.1%00.0%不變歷史
Nuveen PFD & Incm Securties67072C105COM126$1,000<0.1%+126新進–
ZEUSOlympic Steel IncCOM51$1,000<0.1%00.0%不變歷史
PINCPremier, Inc.CL A25$1,000<0.1%−1,468−98.3%減碼歷史
PPTFranklin Premier Income TrustSH BEN INT388$1,000<0.1%+388新進歷史
RBARB Global Inc.COM14$1,000<0.1%+14新進歷史
OPPRiverNorth/DoubleLine Strategic Opportunity Fund, Inc.COM74$1,000<0.1%+74新進歷史
RMTRoyce Micro-Cap Trust, Inc.COM64$1,000<0.1%+64新進歷史
SWAVShockwave Medical, Inc.COM4$1,000<0.1%+4新進歷史
SIXSix Flags Entertainment CorpCOM81$1,000<0.1%+81新進歷史
TYTRI-CONTINENTAL CorpCOM38$1,000<0.1%+38新進歷史
VBTXVeritex Holdings, Inc.COM49$1,000<0.1%−315−86.5%減碼歷史
NCZVirtus Convertible & Income Fund IICOM332$1,000<0.1%+332新進歷史
NCVVirtus Convertible & Income FundCOM187$1,000<0.1%+187新進歷史
IGDVoya GLOBAL EQUITY DIVIDEND & PREMIUM OPPORTUNITY FUNDCOM152$1,000<0.1%+152新進歷史
WWWW International, Inc.COM282$1,000<0.1%+282新進歷史
LBTYALiberty Global Ltd.SHS CL A45$1,000<0.1%+45新進歷史
NLSNNielsen Holdings plcSHS EUR32$1,000<0.1%−107−77.0%減碼歷史
CLBCore Laboratories Inc.COM100$1,000<0.1%00.0%不變歷史
EGLEEagle Bulk Shipping Inc.COM21$1,000<0.1%+21新進歷史
IASIntegral Ad Science Holding Corp.COM193$1,000<0.1%+193新進歷史
Jacob FDS Inc469785703FORWARD ETF100$1,000<0.1%00.0%不變–
WOLFWolfspeed, Inc.Stock11$1,000<0.1%+11新進歷史
MEGINYLI CBRE Global Infrastructure Megatrends Term FundCOM47$1,000<0.1%+47新進歷史
WEWeWork Inc.CL A365$1,000<0.1%+365新進歷史
NLYAnnaly Capital Management IncREIT115$2,000<0.1%+115新進歷史
State Street Health Care Select Sector SPDR ETF81369Y209ETF15$2,000<0.1%00.0%不變–
PCGPG&E CorpStock158$2,000<0.1%00.0%不變歷史
FNVFranco Nevada CorpStock16$2,000<0.1%00.0%不變歷史
LNTAlliant Energy CorpStock41$2,000<0.1%00.0%不變歷史
HOSHornbeck Offshore Services, Inc.Stock397$2,000<0.1%+397新進歷史
HELEHelen of Troy LtdStock16$2,000<0.1%+16新進歷史
PODDInsulet CorpStock8$2,000<0.1%00.0%不變歷史
CPTCamden Property TrustREIT14$2,000<0.1%−31−68.9%減碼歷史
ARK ETF Tr00214Q302GENOMIC REV ETF60$2,000<0.1%00.0%不變–
WWDWoodward, Inc.COM30$2,000<0.1%+30新進歷史
TXRHTexas Roadhouse, Inc.COM20$2,000<0.1%−1,142−98.3%減碼歷史
OMCOmnicom Group Inc.COM35$2,000<0.1%−49−58.3%減碼歷史
ATROAstronics CorpCOM250$2,000<0.1%00.0%不變歷史
SAHSonic Automotive IncCL A37$2,000<0.1%−47−56.0%減碼歷史
RPRXRoyalty Pharma plcSHS CLASS A40$2,000<0.1%00.0%不變歷史
BAHBooz Allen Hamilton Holding CorpCL A24$2,000<0.1%+24新進歷史
STEWSRH Total Return Fund, Inc.COM142$2,000<0.1%+142新進歷史
SGISomnigroup International Inc.COM68$2,000<0.1%+68新進歷史
UFCSUnited Fire Group IncCOM54$2,000<0.1%00.0%不變歷史
MCYMercury General CorpCOM64$2,000<0.1%+64新進歷史
ICHRIchor Holdings, Ltd.SHS78$2,000<0.1%+78新進歷史
CMPSCOMPASS Pathways plcSPONSORED ADS175$2,000<0.1%00.0%不變歷史
BIOBio-Rad Laboratories, Inc.CL A4$2,000<0.1%−2−33.3%減碼歷史
VRRMVerra Mobility CorpCL A COM STK148$2,000<0.1%+148新進歷史
GMABGenmab A/SSPONSORED ADS52$2,000<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