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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
KODKEastman Kodak CoCOM NEW911$4,000<0.1%00.0%不變歷史
FBRTFranklin BSP Realty Trust, Inc.COMMON STOCK368$4,000<0.1%−27−6.8%減碼歷史
FUTUFutu Holdings LtdSPON ADS CL A96$4,000<0.1%+96新進歷史
TREELendingTree, Inc.COM186$4,000<0.1%+103+124.1%加碼歷史
MCSMarcus CorpCOM314$4,000<0.1%+234+292.5%加碼歷史
MITKMitek Systems IncCOM NEW413$4,000<0.1%+413新進歷史
OCULOcular Therapeutix, IncCOM906$4,000<0.1%00.0%不變歷史
OLPOne Liberty Properties IncCOM173$4,000<0.1%+173新進歷史
LPROOpen Lending CorpCOM471$4,000<0.1%+471新進歷史
TALTAL Education GroupSPONSORED ADS832$4,000<0.1%00.0%不變歷史
WTIW&T Offshore IncCOM655$4,000<0.1%00.0%不變歷史
ASNDAscendis Pharma A/SSPONSORED ADR35$4,000<0.1%+35新進歷史
LONALeonaBio, Inc.COM1,382$4,000<0.1%+1,382新進歷史
CKXCKX Lands, Inc.COM400$4,000<0.1%00.0%不變歷史
CIRCircor International IncCOM237$4,000<0.1%+155+189.0%加碼歷史
DISHDISH Network CORPCL A279$4,000<0.1%+146+109.8%加碼歷史
Chiron Real Estate Inc.37954A204COM NEW455$4,000<0.1%+455新進–
HAHawaiian Holdings IncCOM311$4,000<0.1%−244−44.0%減碼歷史
INDTIndus Realty Trust, Inc.COM71$4,000<0.1%+71新進歷史
IPGInterpublic Group of Companies, Inc.COM170$4,000<0.1%+170新進歷史
JHXJames Hardie Industries plcSPONSORED ADR214$4,000<0.1%+41+23.7%加碼歷史
KRTXKaruna Therapeutics, Inc.COM16$4,000<0.1%+16新進歷史
MODVModivCare IncCOM41$4,000<0.1%+22+115.8%加碼歷史
PRMWPrimo Water CorpCOM348$4,000<0.1%+348新進歷史
SPNESeaSpine Holdings CorpCOM683$4,000<0.1%+683新進歷史
Shaw Communications Inc82028K200CL B CONV162$4,000<0.1%+99+157.1%加碼–
SITCSITE Centers Corp.COM329$4,000<0.1%−1,190−78.3%減碼歷史
Tenneco Inc880349105CL A VTG COM STK250$4,000<0.1%+250新進–
SLCAU.S. Silica Holdings, Inc.COM373$4,000<0.1%+146+64.3%加碼歷史
KNBEKnowBe4, Inc.CL A183$4,000<0.1%+183新進歷史
SNAPSnap IncStock460$5,000<0.1%00.0%不變歷史
BRBroadridge Financial Solutions, Inc.Stock33$5,000<0.1%00.0%不變歷史
WABWestinghouse Air Brake Technologies CorpStock61$5,000<0.1%+13+27.1%加碼歷史
RIVNRivian Automotive, Inc.Stock179$5,000<0.1%+44+32.6%加碼歷史
PIIPolaris Inc.Stock50$5,000<0.1%00.0%不變歷史
AIRAar CorpStock142$5,000<0.1%00.0%不變歷史
ACLSAxcelis Technologies IncStock84$5,000<0.1%00.0%不變歷史
KEKimball Electronics, Inc.Stock285$5,000<0.1%00.0%不變歷史
HWMHowmet Aerospace Inc.Stock169$5,000<0.1%+38+29.0%加碼歷史
PLTRPalantir Technologies Inc.Stock717$5,000<0.1%+667+1,334.0%加碼歷史
CCJCameco CorpStock216$5,000<0.1%00.0%不變歷史
DASHDoorDash, Inc.Stock102$5,000<0.1%+102新進歷史
COINCoinbase Global, Inc.COM CL A72$5,000<0.1%+27+60.0%加碼歷史
GNLGlobal Net Lease, Inc.COM NEW486$5,000<0.1%−49−9.2%減碼歷史
HRHealthcare Realty Trust IncCL A COM240$5,000<0.1%+240新進歷史
MMSIMerit Medical Systems IncCOM87$5,000<0.1%00.0%不變歷史
NTBBank of N.T. Butterfield & Son LtdSHS NEW153$5,000<0.1%00.0%不變歷史
JAZZJazz Pharmaceuticals plcSHS USD36$5,000<0.1%00.0%不變歷史
TALOTalos Energy Inc.COM346$5,000<0.1%+346新進歷史
CMCanadian Imperial Bank of CommerceCOM106$5,000<0.1%+106新進歷史
WisdomTree Tr97717X784WSDM EMKTBD FD81$5,000<0.1%00.0%不變–
EXLSExlService Holdings, Inc.COM32$5,000<0.1%+32新進歷史
WATWaters CorpCOM18$5,000<0.1%−2−10.0%減碼歷史
MGYMagnolia Oil & Gas CorpCL A273$5,000<0.1%+273新進歷史
PFBCPreferred BankCOM NEW75$5,000<0.1%00.0%不變歷史
AEOAmerican Eagle Outfitters IncCOM595$5,000<0.1%+595新進歷史
ARIApollo Commercial Real Estate Finance, Inc.COM632$5,000<0.1%+412+187.3%加碼歷史
IRTIndependence Realty Trust, Inc.COM256$5,000<0.1%−184−41.8%減碼歷史
CTRECareTrust REIT, Inc.COM290$5,000<0.1%00.0%不變歷史
BKHBlack Hills CorpCOM75$5,000<0.1%−904−92.3%減碼歷史
CBOECboe Global Markets, Inc.COM35$5,000<0.1%00.0%不變歷史
iShares Tr464288257MSCI ACWI ETF65$5,000<0.1%00.0%不變–
ABGAsbury Automotive Group IncCOM35$5,000<0.1%−67−65.7%減碼歷史
AZTAAzenta, Inc.COM115$5,000<0.1%+5+4.5%加碼歷史
CVCOCavco Industries, Inc.COM27$5,000<0.1%00.0%不變歷史
DTMDT Midstream, Inc.COMMON STOCK87$5,000<0.1%−1,088−92.6%減碼歷史
NOKNokia CorpSPONSORED ADR1,253$5,000<0.1%−275−18.0%減碼歷史
NTRSNorthern Trust CorpCOM60$5,000<0.1%+46+328.6%加碼歷史
MATXMatson, Inc.COM81$5,000<0.1%+81新進歷史
ABCBAmeris BancorpCOM104$5,000<0.1%−1,901−94.8%減碼歷史
Victory Portfolios II92647N535SHORT TRM BD ETF106$5,000<0.1%00.0%不變–
OISOil States International, IncCOM1,250$5,000<0.1%−215−14.7%減碼歷史
JJSFJ&J Snack Foods CorpCOM41$5,000<0.1%+41新進歷史
AODabrdn Total Dynamic Dividend FundCOM SH BEN INT738$5,000<0.1%+738新進歷史
MDPediatrix Medical Group, Inc.COM313$5,000<0.1%+313新進歷史
NEONeogenomics IncCOM NEW533$5,000<0.1%00.0%不變歷史
TSTenaris SASPONSORED ADS192$5,000<0.1%+37+23.9%加碼歷史
DRHDiamondRock Hospitality CoCOM734$5,000<0.1%−1,375−65.2%減碼歷史
MAAMid America Apartment Communities Inc.COM33$5,000<0.1%+22+200.0%加碼歷史
UBSIUnited Bankshares IncCOM131$5,000<0.1%+131新進歷史
GBCIGlacier Bancorp, Inc.COM111$5,000<0.1%+111新進歷史
MURMurphy Oil CorpCOM132$5,000<0.1%+34+34.7%加碼歷史
NGNovagold Resources IncCOM NEW1,053$5,000<0.1%+1,053新進歷史
PPLTabrdn Platinum ETF TrustPHYSCL PLATM SHS64$5,000<0.1%00.0%不變歷史
WKCWorld Kinect CorpCOM227$5,000<0.1%−63−21.7%減碼歷史
AMSFAmerisafe IncCOM101$5,000<0.1%00.0%不變歷史
CARAvis Budget Group, Inc.COM31$5,000<0.1%00.0%不變歷史
BLMNBloomin' Brands, Inc.COM260$5,000<0.1%−512−66.3%減碼歷史
CCSIConsensus Cloud Solutions, Inc.COM93$5,000<0.1%+93新進歷史
LBRDKLiberty Broadband CorpCOM SER C65$5,000<0.1%−3−4.4%減碼歷史
MGPIMGP Ingredients IncCOM51$5,000<0.1%00.0%不變歷史
NFENew Fortress Energy Inc.COM CL A115$5,000<0.1%00.0%不變歷史
NFBKNorthfield Bancorp, Inc.COM346$5,000<0.1%+346新進歷史
SPNTSiriusPoint LtdCOM1,078$5,000<0.1%+1,078新進歷史
WGOWinnebago Industries IncCOM89$5,000<0.1%+32+56.1%加碼歷史
BRKLBrookline Bancorp IncCOM462$5,000<0.1%+205+79.8%加碼歷史
DRDDrdgold LtdSPON ADR REPSTG1,000$5,000<0.1%00.0%不變歷史
DEAEasterly Government Properties, Inc.COM347$5,000<0.1%−68−16.4%減碼歷史
FBMSFirst Bancshares IncCOM152$5,000<0.1%+152新進歷史
FLICFirst of Long Island CorpCOM310$5,000<0.1%00.0%不變歷史

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