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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
HOUSAnywhere Real Estate Inc.COM557$5,000<0.1%−223−28.6%減碼歷史
Signature BK New York N Y82669G104COM32$5,000<0.1%+32新進–
UPLDUpland Software, Inc.COM637$5,000<0.1%+637新進歷史
JRVRJames River Group Holdings, Inc.COM261$5,000<0.1%+73+38.8%加碼歷史
Schwab International Equity ETF808524805ETF229$6,000<0.1%00.0%不變–
Amplify Blockchain Technology ETF032108607ETF346$6,000<0.1%+346新進–
AFLAflac IncStock106$6,000<0.1%+17+19.1%加碼歷史
iShares Core MSCI Total International Stock ETF46432F834ETF125$6,000<0.1%00.0%不變–
CMCCommercial Metals CoStock160$6,000<0.1%+25+18.5%加碼歷史
TEXTerex CorpStock189$6,000<0.1%+189新進歷史
ALLYAlly Financial Inc.Stock232$6,000<0.1%+217+1,446.7%加碼歷史
AYIAcuity Inc. (DE)Stock36$6,000<0.1%+36新進歷史
NRGNRG Energy, Inc.Stock167$6,000<0.1%−72−30.1%減碼歷史
GTMZoomInfo Technologies Inc.Stock151$6,000<0.1%+151新進歷史
DBCInvesco DB Commodity Index Tracking FundUNIT257$6,000<0.1%−5,999−95.9%減碼歷史
CDECoeur Mining, Inc.COM NEW1,729$6,000<0.1%+1,729新進歷史
BMOBank of MontrealCOM63$6,000<0.1%00.0%不變歷史
SAICScience Applications International CorpCOM63$6,000<0.1%+63新進歷史
BCBrunswick CorpCOM95$6,000<0.1%+95新進歷史
SHOSunstone Hotel Investors, Inc.COM634$6,000<0.1%+634新進歷史
PVHPVH Corp.COM129$6,000<0.1%+28+27.7%加碼歷史
GKOSGLAUKOS CorpCOM114$6,000<0.1%+69+153.3%加碼歷史
Timothy Plan887432359US LRGMD CP CORE184$6,000<0.1%−60−24.6%減碼–
WYNNWynn Resorts LtdCOM99$6,000<0.1%+35+54.7%加碼歷史
BJRIBJs RESTAURANTS INCCOM264$6,000<0.1%−214−44.8%減碼歷史
SCSCScansource, Inc.COM245$6,000<0.1%−69−22.0%減碼歷史
SUISun Communities IncCOM39$6,000<0.1%+39新進歷史
EBSEmergent BioSolutions Inc.COM292$6,000<0.1%+103+54.5%加碼歷史
REYNReynolds Consumer Products Inc.COM225$6,000<0.1%+117+108.3%加碼歷史
IVRInvesco Mortgage Capital Inc.COM500$6,000<0.1%+500新進歷史
SONOSonos IncCOM388$6,000<0.1%+149+62.3%加碼歷史
ITGRInteger Holdings CorpCOM93$6,000<0.1%−162−63.5%減碼歷史
PAGSPagSeguro Digital Ltd.COM CL A440$6,000<0.1%+440新進歷史
AAPAdvance Auto Parts IncCOM40$6,000<0.1%+15+60.0%加碼歷史
TAPMolson Coors Beverage CoCL B117$6,000<0.1%+39+50.0%加碼歷史
WSFSWSFS Financial CorpCOM127$6,000<0.1%−1,239−90.7%減碼歷史
FELEFranklin Electric Co IncCOM76$6,000<0.1%−953−92.6%減碼歷史
CPRICapri Holdings LtdSHS144$6,000<0.1%+22+18.0%加碼歷史
IPARInterparfums IncCOM87$6,000<0.1%00.0%不變歷史
INVHInvitation Homes Inc.COM184$6,000<0.1%+184新進歷史
KOFCoca Cola Femsa SAB de CVSPONS ADS REP103$6,000<0.1%+12+13.2%加碼歷史
iShares Tr46435G326CORE MSCI INTL131$6,000<0.1%00.0%不變–
WFC.PLWells Fargo & CompanyPERP PFD CNV A5$6,000<0.1%00.0%不變歷史
SMPLSimply Good Foods CoCOM194$6,000<0.1%−235−54.8%減碼歷史
NEOGNeogen CorpCOM415$6,000<0.1%−1,906−82.1%減碼歷史
NFJVirtus Dividend, Interest & Premium Strategy FundCOM586$6,000<0.1%+586新進歷史
NWBINorthwest Bancshares, Inc.COM403$6,000<0.1%00.0%不變歷史
SMSM Energy CoCOM162$6,000<0.1%−161−49.8%減碼歷史
IVTInvenTrust Properties Corp.COM NEW304$6,000<0.1%00.0%不變歷史
OPLNOPENLANE, Inc.COM583$6,000<0.1%−342−37.0%減碼歷史
WITWipro LtdSPON ADR 1 SH1,219$6,000<0.1%−1,158−48.7%減碼歷史
PMTPennyMac Mortgage Investment TrustCOM506$6,000<0.1%−152−23.1%減碼歷史
FLGTFulgent Genetics, Inc.COM152$6,000<0.1%00.0%不變歷史
KOSKosmos Energy Ltd.COM1,228$6,000<0.1%00.0%不變歷史
MNROMonro, Inc.COM133$6,000<0.1%00.0%不變歷史
NVAXNovavax IncCOM NEW339$6,000<0.1%+339新進歷史
PRKPark National CorpCOM49$6,000<0.1%00.0%不變歷史
CNXNPC Connection IncCOM135$6,000<0.1%+135新進歷史
JBSSSanfilippo John B & Son IncCOM76$6,000<0.1%+76新進歷史
SCHLScholastic CorpCOM193$6,000<0.1%00.0%不變歷史
SHAKShake Shack Inc.CL A128$6,000<0.1%+89+228.2%加碼歷史
SBSISouthside Bancshares IncCOM158$6,000<0.1%00.0%不變歷史
WNCWabash National CorpCOM389$6,000<0.1%−91−19.0%減碼歷史
CBAYCymaBay Therapeutics, Inc.COM1,702$6,000<0.1%00.0%不變歷史
DCTDuck Creek Technologies, Inc.SHS531$6,000<0.1%−317−37.4%減碼歷史
J P Morgan Exchange-Traded F46641Q738BETBULD MSCI81$6,000<0.1%00.0%不變–
KAMNKAMAN CorpCOM208$6,000<0.1%+129+163.3%加碼歷史
TELFYTelefonica S ASPONSORED ADR1,940$6,000<0.1%−14,104−87.9%減碼歷史
Aris Water Solutions, Inc.04041L106CLASS A COM455$6,000<0.1%00.0%不變–
Vanguard Morningstar Small-Cap Growth ETF922908595ETF34$7,000<0.1%−35−50.7%減碼–
QRVOQorvo, Inc.Stock91$7,000<0.1%+21+30.0%加碼歷史
Vanguard Utilities ETF92204A876ETF46$7,000<0.1%+46新進–
IRMIron Mountain IncCOM150$7,000<0.1%+150新進歷史
TSCOTractor Supply CoCOM37$7,000<0.1%+9+32.1%加碼歷史
PWRQuanta Services, Inc.COM54$7,000<0.1%−281−83.9%減碼歷史
KMTKennametal IncCOM318$7,000<0.1%+318新進歷史
EFREaton Vance Senior Floating-Rate TrustCOM599$7,000<0.1%00.0%不變歷史
FBINFortune Brands Innovations, Inc.COM123$7,000<0.1%+56+83.6%加碼歷史
AMCXAMC Global Media Inc.CL A372$7,000<0.1%+75+25.3%加碼歷史
KDPKeurig Dr Pepper Inc.COM200$7,000<0.1%+200新進歷史
RVTYRevvity, Inc.COM57$7,000<0.1%+9+18.8%加碼歷史
RMBSRambus IncCOM275$7,000<0.1%−249−47.5%減碼歷史
TXTTextron IncCOM121$7,000<0.1%−7−5.5%減碼歷史
CCKCrown Holdings, Inc.COM84$7,000<0.1%+84新進歷史
SKYWSkywest IncCOM436$7,000<0.1%−329−43.0%減碼歷史
AVYAvery Dennison CorpCOM43$7,000<0.1%+27+168.8%加碼歷史
KIMKimco Realty CorpCOM377$7,000<0.1%+84+28.7%加碼歷史
SPDR Series Trust78468R812ST STR MSCI USAQ71$7,000<0.1%00.0%不變–
VPGVishay Precision Group, Inc.COM249$7,000<0.1%+90+56.6%加碼歷史
PRAAPra Group IncCOM227$7,000<0.1%+157+224.3%加碼歷史
FMSFresenius Medical Care AGSPONSORED ADR504$7,000<0.1%+63+14.3%加碼歷史
Invesco Exch Traded FD Tr II46138E784EMRNG MKT SVRG403$7,000<0.1%+403新進–
NCLHNorwegian Cruise Line Holdings Ltd.SHS576$7,000<0.1%+84+17.1%加碼歷史
CHEFChefs' Warehouse, Inc.COM232$7,000<0.1%+27+13.2%加碼歷史
AVBAvalonbay Communities IncCOM38$7,000<0.1%+9+31.0%加碼歷史
QSRRestaurant Brands International Inc.COM133$7,000<0.1%+101+315.6%加碼歷史
KNKnowles CorpCOM506$7,000<0.1%−363−41.8%減碼歷史
MTUSMetallus Inc.COM491$7,000<0.1%00.0%不變歷史
EGHT8X8 IncCOM1,949$7,000<0.1%+1,949新進歷史
BBTBeacon Financial CorpCOM246$7,000<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