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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
AKRAcadia Realty TrustCOM SH BEN INT186$2,000<0.1%+58+45.3%加碼歷史
ISDPGIM High Yield Bond Fund, Inc.COM181$2,000<0.1%+181新進歷史
ECATBlackRock ESG Capital Allocation Term TrustSHS BEN INT174$2,000<0.1%+174新進歷史
DOVDOVER CorpCOM20$2,000<0.1%00.0%不變歷史
DFINDonnelley Financial Solutions, Inc.COM55$2,000<0.1%00.0%不變歷史
REGRegency Centers CorpCOM41$2,000<0.1%+8+24.2%加碼歷史
ENVAEnova International, Inc.COM55$2,000<0.1%−65−54.2%減碼歷史
VanEck ETF Trust92189F353EMERGING MRKT HI91$2,000<0.1%+91新進–
MLKNMillerknoll, Inc.COM104$2,000<0.1%+104新進歷史
iShares Tr464287374NORTH AMERN NAT53$2,000<0.1%+53新進–
BOOTBoot Barn Holdings, Inc.COM35$2,000<0.1%−64−64.6%減碼歷史
BDCBelden Inc.COM41$2,000<0.1%00.0%不變歷史
EXTRExtreme Networks IncCOM162$2,000<0.1%00.0%不變歷史
TREXTrex Co IncCOM50$2,000<0.1%+50新進歷史
MFCManulife Financial CorpCOM139$2,000<0.1%−3,524−96.2%減碼歷史
COURCoursera, Inc.COM194$2,000<0.1%+194新進歷史
FRFirst Industrial Realty Trust IncCOM39$2,000<0.1%+39新進歷史
RBCRBC Bearings INCCOM10$2,000<0.1%−24−70.6%減碼歷史
PHMPultegroup IncCOM66$2,000<0.1%−15−18.5%減碼歷史
LKFNLakeland Financial CorpCOM26$2,000<0.1%00.0%不變歷史
LEN.BLennar CorpCL B39$2,000<0.1%00.0%不變歷史
CNMDCONMED CorpCOM26$2,000<0.1%−2−7.1%減碼歷史
PSMTPricesmart IncCOM41$2,000<0.1%−100−70.9%減碼歷史
Vanguard Intl Equity Index F922042866FTSE PACIFIC ETF40$2,000<0.1%00.0%不變–
TRSTrimas CorpCOM NEW90$2,000<0.1%00.0%不變歷史
SPDR Series Trust78468R408ST TERM HIGH ETF72$2,000<0.1%+72新進–
WWWWolverine World Wide IncCOM109$2,000<0.1%+109新進歷史
MLABMesa Laboratories IncCOM14$2,000<0.1%+14新進歷史
GRFSGrifols SASP ADR REP B NVT368$2,000<0.1%−496−57.4%減碼歷史
CWENClearway Energy, Inc.CL C58$2,000<0.1%+58新進歷史
TECKTeck Resources LtdCL B63$2,000<0.1%−1,625−96.3%減碼歷史
CGNXCognex CorpCOM44$2,000<0.1%+44新進歷史
HEIHeico CorpCOM15$2,000<0.1%00.0%不變歷史
AMHAmerican Homes 4 RentCL A73$2,000<0.1%+73新進歷史
VREXVarex Imaging CorpCOM86$2,000<0.1%00.0%不變歷史
MGAMagna International IncCOM47$2,000<0.1%00.0%不變歷史
LRNStride, Inc.COM37$2,000<0.1%+37新進歷史
TBBKBancorp, Inc.COM113$2,000<0.1%+113新進歷史
ANIKAnika Therapeutics, Inc.COM71$2,000<0.1%+9+14.5%加碼歷史
SRPTSarepta Therapeutics, Inc.COM17$2,000<0.1%00.0%不變歷史
PARRPar Pacific Holdings, Inc.COM NEW105$2,000<0.1%00.0%不變歷史
CRVLCorvel CorpCOM11$2,000<0.1%00.0%不變歷史
TTEKTetra Tech IncCOM17$2,000<0.1%+17新進歷史
CSWCSW Industrials, Inc.COM15$2,000<0.1%00.0%不變歷史
ENTGEntegris IncCOM32$2,000<0.1%−25−43.9%減碼歷史
LPGDorian LPG Ltd.SHS USD144$2,000<0.1%00.0%不變歷史
CORTCorcept Therapeutics IncCOM59$2,000<0.1%+59新進歷史
KWRQuaker Chemical CorpCOM15$2,000<0.1%00.0%不變歷史
LBRTLiberty Energy Inc.COM CL A194$2,000<0.1%00.0%不變歷史
TBITrueBlue, Inc.COM126$2,000<0.1%+42+50.0%加碼歷史
BWGBrandywineGLOBAL-Global Income Opportunities Fund IncCOM293$2,000<0.1%+293新進歷史
CUBICustomers Bancorp, Inc.COM68$2,000<0.1%−208−75.4%減碼歷史
KLICKulicke & Soffa Industries IncCOM60$2,000<0.1%−143−70.4%減碼歷史
DEIDouglas Emmett IncCOM138$2,000<0.1%+138新進歷史
DORMDorman Products, Inc.COM21$2,000<0.1%+21新進歷史
MEDPMedpace Holdings, Inc.COM15$2,000<0.1%+15新進歷史
AATAmerican Assets Trust, Inc.COM97$2,000<0.1%−49−33.6%減碼歷史
BCATBlackRock Capital Allocation Term TrustCOM162$2,000<0.1%+162新進歷史
HASIHA Sustainable Infrastructure Capital, Inc.COM66$2,000<0.1%+66新進歷史
JACKJack in the Box IncCOM33$2,000<0.1%+33新進歷史
BCXBlackRock Resources & Commodities Strategy TrustSHS208$2,000<0.1%+208新進歷史
PTACohen & Steers Tax-Advantaged Preferred Securities & Income FundCOM93$2,000<0.1%+93新進歷史
SSLSasol LtdSPONSORED ADR108$2,000<0.1%+22+25.6%加碼歷史
VRTSVirtus Investment Partners, Inc.COM13$2,000<0.1%+13新進歷史
EIGEmployers Holdings, Inc.COM49$2,000<0.1%00.0%不變歷史
BHFBrighthouse Financial, Inc.COM52$2,000<0.1%−1,306−96.2%減碼歷史
CALCaleres IncCOM97$2,000<0.1%00.0%不變歷史
CMTLComtech Telecommunications CorpCOM NEW168$2,000<0.1%−54−24.3%減碼歷史
CCRNCross Country Healthcare IncCOM75$2,000<0.1%00.0%不變歷史
DMCDel Monte CorpORD68$2,000<0.1%00.0%不變歷史
DBIDesigner Brands Inc.CL A113$2,000<0.1%−4−3.4%減碼歷史
DLOdLocal LtdCLASS A COM130$2,000<0.1%+121+1,344.4%加碼歷史
ULCCFrontier Group Holdings, Inc.COM180$2,000<0.1%00.0%不變歷史
GCOGenesco IncCOM42$2,000<0.1%−127−75.1%減碼歷史
GPROGoPro, Inc.CL A465$2,000<0.1%+465新進歷史
HFWAHeritage Financial CorpCOM74$2,000<0.1%00.0%不變歷史
IEIvanhoe Electric Inc.COM187$2,000<0.1%+187新進歷史
KREFKKR Real Estate Finance Trust Inc.COM139$2,000<0.1%+61+78.2%加碼歷史
MEIMethode Electronics IncCOM62$2,000<0.1%−103−62.4%減碼歷史
NBRNabors Industries LtdSHS21$2,000<0.1%00.0%不變歷史
NWSNews CorpCL B147$2,000<0.1%+147新進歷史
OSUROrasure Technologies IncCOM505$2,000<0.1%+505新進歷史
ORCOrchid Island Capital, Inc.COM NEW200$2,000<0.1%+200新進歷史
REXRex American Resources CorpCOM61$2,000<0.1%−8−11.6%減碼依 3 比 1 拆股換算歷史
YEXTYext, Inc.COM356$2,000<0.1%00.0%不變歷史
ADVAdvantage Solutions Inc.COM CL A1,017$2,000<0.1%+660+184.9%加碼歷史
AWFAlliancebernstein Global High Income Fund IncCOM233$2,000<0.1%+233新進歷史
AIMCAltra Industrial Motion Corp.COM61$2,000<0.1%+61新進歷史
LGTYLogility Supply Chain Solutions, IncCL A150$2,000<0.1%−132−46.8%減碼歷史
AMWLAmerican Well CorpCL A595$2,000<0.1%00.0%不變歷史
ARRArmour Residential REIT, Inc.COM NEW457$2,000<0.1%−1,609−77.9%減碼歷史
BBBY20230930-DK-Butterfly-1, Inc.COM324$2,000<0.1%+324新進歷史
BMEZBlackRock Health Sciences Term TrustCOM SHS119$2,000<0.1%+119新進歷史
BTXBlackRock Technology & Private Equity Term TrustSHS BEN INT236$2,000<0.1%+236新進歷史
AVTAAvantax, Inc.COM82$2,000<0.1%00.0%不變歷史
BEPCBrookfield Renewable CorpCL A SUB VTG59$2,000<0.1%+59新進歷史
CSGSCSG Systems International IncCOM38$2,000<0.1%00.0%不變歷史
CVGWCalavo Growers IncCOM56$2,000<0.1%00.0%不變歷史
CSIICardiovascular Systems IncCOM109$2,000<0.1%+109新進歷史
CSANCosan S.A.ADS153$2,000<0.1%+153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