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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
EXASExact Sciences CorpCOM80$2,000<0.1%+75+1,500.0%加碼歷史
Flexshares Tr33939L753CR SCORED LONG50$2,000<0.1%00.0%不變–
HAYNHaynes International IncCOM NEW63$2,000<0.1%−60−48.8%減碼歷史
Huaneng PWR Intl Inc443304100SPON ADR H SHS100$2,000<0.1%00.0%不變–
INSGInseego Corp.COM756$2,000<0.1%+756新進歷史
VTLEVital Energy, Inc.COM31$2,000<0.1%00.0%不變歷史
LSILife Storage, Inc.COM19$2,000<0.1%+19新進歷史
MRCMRC Global Inc.COM238$2,000<0.1%+238新進歷史
JRINuveen Real Asset Income & Growth FundCOM211$2,000<0.1%+211新進歷史
ROCCBaytex Energy USA, Inc.COM71$2,000<0.1%−148−67.6%減碼歷史
PRFTPerficient IncCOM25$2,000<0.1%−195−88.6%減碼歷史
PNFPPinnacle Financial Partners, Inc.COM25$2,000<0.1%00.0%不變歷史
RPT Realty74971D101SH BEN INT246$2,000<0.1%−358−59.3%減碼–
SPLKSplunk IncCOM25$2,000<0.1%+25新進歷史
STORStore Capital LLCCOM61$2,000<0.1%−2,204−97.3%減碼歷史
SABASaba Capital Income & Opportunities Fund IICOM371$2,000<0.1%+371新進歷史
TRIThomson Reuters CorpCOM NEW19$2,000<0.1%00.0%不變歷史
TTSHTile Shop Holdings, Inc.COM436$2,000<0.1%+436新進歷史
VGRVector Group LtdCOM312$2,000<0.1%00.0%不變歷史
VRNTVerint Systems IncCOM45$2,000<0.1%+45新進歷史
ARGOArgo Group International Holdings, Inc.COM122$2,000<0.1%+122新進歷史
QGENQiagen N.V.SHS NEW43$2,000<0.1%00.0%不變歷史
TKTeekay Corp LtdCOM686$2,000<0.1%00.0%不變歷史
STRSTR Sub Inc.CLASS A COM108$2,000<0.1%00.0%不變歷史
GILGildan Activewear Inc.Stock96$3,000<0.1%+96新進歷史
GENGen Digital Inc.Stock137$3,000<0.1%+64+87.7%加碼歷史
JPMorgan Ultra-Short Income ETF46641Q837ETF67$3,000<0.1%00.0%不變–
Innovator U.S. Equity Buffer ETF - October45782C771ETF100$3,000<0.1%00.0%不變–
State Street Financial Select Sector SPDR ETF81369Y605ETF90$3,000<0.1%00.0%不變–
WIWWestern Asset Inflation-Linked Opportunities & Income FundCEF338$3,000<0.1%+338新進歷史
ACGLArch Capital Group Ltd.Stock60$3,000<0.1%+60新進歷史
iShares Russell Mid-Cap Value ETF464287473ETF27$3,000<0.1%+27新進–
SOFISoFi Technologies, Inc.Stock594$3,000<0.1%+435+273.6%加碼歷史
OCOwens CorningStock33$3,000<0.1%+12+57.1%加碼歷史
MGMMGM Resorts InternationalStock89$3,000<0.1%−6−6.3%減碼歷史
JWNNordstrom IncStock150$3,000<0.1%00.0%不變歷史
iShares S&P 500 Value ETF464287408ETF27$3,000<0.1%−14−34.1%減碼–
NNNNNN REIT, Inc.REIT79$3,000<0.1%+79新進歷史
CNXCConcentrix CorpStock25$3,000<0.1%+25新進歷史
KNSLKinsale Capital Group, Inc.Stock13$3,000<0.1%+13新進歷史
ONCBeOne Medicines Ltd.ADR21$3,000<0.1%+4+23.5%加碼歷史
VanEck ETF Trust92189F791JUNIOR GOLD MINE110$3,000<0.1%+25+29.4%加碼–
MYRGMyr Group Inc.COM40$3,000<0.1%00.0%不變歷史
OHIOmega Healthcare Investors IncCOM116$3,000<0.1%−2,091−94.7%減碼歷史
CINFCincinnati Financial CorpCOM38$3,000<0.1%+22+137.5%加碼歷史
CENXCentury Aluminum CoCOM534$3,000<0.1%+214+66.9%加碼歷史
TDSTelephone & Data Systems IncCOM NEW235$3,000<0.1%−313−57.1%減碼歷史
MRTNMarten Transport LtdCOM140$3,000<0.1%00.0%不變歷史
MPMP Materials Corp.COM CL A116$3,000<0.1%+58+100.0%加碼歷史
RDNRadian Group IncCOM158$3,000<0.1%+158新進歷史
AHCOAdaptHealth Corp.COMMON STOCK168$3,000<0.1%+168新進歷史
THRMGentherm IncCOM54$3,000<0.1%−157−74.4%減碼歷史
AORTArtivion, Inc.COM183$3,000<0.1%00.0%不變歷史
CRICarters IncCOM48$3,000<0.1%+48新進歷史
LKQLKQ CorpCOM64$3,000<0.1%+24+60.0%加碼歷史
WBWEIBO CorpSPONSORED ADR145$3,000<0.1%+145新進歷史
OSISOsi Systems IncCOM37$3,000<0.1%−133−78.2%減碼歷史
CBUCommunity Financial System, Inc.COM44$3,000<0.1%00.0%不變歷史
PRGSProgress Software CorpCOM62$3,000<0.1%00.0%不變歷史
PBIPitney Bowes IncCOM1,456$3,000<0.1%+879+152.3%加碼歷史
DVDoubleVerify Holdings, Inc.COM103$3,000<0.1%+103新進歷史
CARSCars.com Inc.COM234$3,000<0.1%+234新進歷史
JQCNuveen Credit Strategies Income FundCOM SHS594$3,000<0.1%+594新進歷史
IGRCbre Global Real Estate Income FundCOM548$3,000<0.1%+548新進歷史
FTDRFrontdoor, Inc.COM126$3,000<0.1%+126新進歷史
STCStewart Information Services CorpCOM64$3,000<0.1%−105−62.1%減碼歷史
ESSEssex Property Trust, Inc.COM12$3,000<0.1%−16−57.1%減碼歷史
GHYPGIM Global High Yield Fund, Inc.COM290$3,000<0.1%+290新進歷史
BHKBlackRock Core Bond TrustSHS BEN INT274$3,000<0.1%+274新進歷史
WSCWillScot Holdings CorpCOM CL A69$3,000<0.1%+69新進歷史
CTSCTS CorpCOM65$3,000<0.1%00.0%不變歷史
MMTAberdeen Multi-Market Income FundSH BEN INT763$3,000<0.1%+763新進歷史
FCNFti Consulting, IncCOM19$3,000<0.1%00.0%不變歷史
iShares Tr46434V696CORE MSCI PAC55$3,000<0.1%−369−87.0%減碼–
PRLBProto Labs IncCOM86$3,000<0.1%−52−37.7%減碼歷史
WSRWhitestone REITCOM302$3,000<0.1%00.0%不變歷史
GLBEGlobal-E Online Ltd.SHS101$3,000<0.1%+101新進歷史
XMTRXometry, Inc.CLASS A COM54$3,000<0.1%+54新進歷史
GPMTGranite Point Mortgage Trust Inc.COM STK421$3,000<0.1%−15−3.4%減碼歷史
WHDCactus, Inc.CL A69$3,000<0.1%−598−89.7%減碼歷史
CNKCinemark Holdings, Inc.COM250$3,000<0.1%−121−32.6%減碼歷史
SCIService Corp InternationalCOM48$3,000<0.1%00.0%不變歷史
COLLCollegium Pharmaceutical, IncCOM167$3,000<0.1%+167新進歷史
GHGuardant Health, Inc.COM58$3,000<0.1%+58新進歷史
SLGNSilgan Holdings IncCOM66$3,000<0.1%+66新進歷史
NSANational Storage Affiliates TrustCOM SHS BEN IN66$3,000<0.1%00.0%不變歷史
FPFFirst Trust Intermediate Duration Preferred & Income FundCOM152$3,000<0.1%+152新進歷史
FORForestar Group Inc.COM262$3,000<0.1%+262新進歷史
SNEXStoneX Group Inc.COM42$3,000<0.1%+42新進歷史
SXCSunCoke Energy, Inc.COM619$3,000<0.1%−305−33.0%減碼歷史
BBDBank BradescoSP ADR PFD NEW711$3,000<0.1%−766−51.9%減碼歷史
TRMKTrustmark CorpCOM105$3,000<0.1%00.0%不變歷史
SIGASiga Technologies IncCOM258$3,000<0.1%00.0%不變歷史
GRABGrab Holdings LtdCLASS A ORD1,148$3,000<0.1%+1,148新進歷史
ARESAres Management CorpCL A COM STK53$3,000<0.1%+53新進歷史
BANCBanc of California, Inc.COM208$3,000<0.1%00.0%不變歷史
OVVOvintiv Inc.COM74$3,000<0.1%+23+45.1%加碼歷史
WTSWatts Water Technologies IncCL A26$3,000<0.1%−439−94.4%減碼歷史
CGCarlyle Group Inc.COM101$3,000<0.1%−1,476−93.6%減碼歷史
UDRUDR, Inc.COM82$3,000<0.1%+82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