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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
CHGGChegg, IncCOM342$7,000<0.1%+342新進歷史
CLWClearwater Paper CorpCOM181$7,000<0.1%+141+352.5%加碼歷史
DCOMDime Commercial Bancshares, Inc.COM236$7,000<0.1%00.0%不變歷史
ELMEElme CommunitiesSH BEN INT372$7,000<0.1%−290−43.8%減碼歷史
FSPFranklin Street Properties CorpCOM2,919$7,000<0.1%+2,222+318.8%加碼歷史
GPREGreen Plains Inc.COM235$7,000<0.1%−181−43.5%減碼歷史
MTRXMatrix Service CoCOM1,650$7,000<0.1%00.0%不變歷史
PCRXPacira BioSciences, Inc.COM128$7,000<0.1%+107+509.5%加碼歷史
SAFTSafety Insurance Group IncCOM87$7,000<0.1%00.0%不變歷史
Credit Suisse Group225401108SPONSORED ADR1,912$7,000<0.1%−8,472−81.6%減碼–
FAROFaro Technologies IncCOM258$7,000<0.1%−61−19.1%減碼歷史
JNPRJuniper Networks IncCOM273$7,000<0.1%+91+50.0%加碼歷史
MSBMesabi TrustCTF BEN INT345$7,000<0.1%00.0%不變歷史
Adamas Trust, Inc.649604501COM PAR $.022,872$7,000<0.1%+1,443+101.0%加碼–
Healthpeak Properties, Inc.71943U104COM480$7,000<0.1%+480新進–
Polymet MNG Corp731916409COM NEW2,726$7,000<0.1%+827+43.5%加碼–
Sprott ETF Trust85210B201JR GOLD MINERS E300$7,000<0.1%00.0%不變–
Schwab U.S. Broad Market ETF808524102ETF190$8,000<0.1%−16−7.8%減碼–
EVRGEvergy, Inc.Stock139$8,000<0.1%+97+231.0%加碼歷史
CDPCopt Defense PropertiesREIT331$8,000<0.1%−837−71.7%減碼歷史
State Street SPDR Bloomberg Emerging Markets Local Bond ETF78464A391ETF408$8,000<0.1%+408新進–
AWKAmerican Water Works Company, Inc.Stock59$8,000<0.1%−1−1.7%減碼歷史
VODVodafone Group Public Ltd CoADR714$8,000<0.1%+572+402.8%加碼歷史
SPOTSpotify Technology S.A.Stock100$8,000<0.1%+67+203.0%加碼歷史
ETREntergy CorpCOM79$8,000<0.1%+16+25.4%加碼歷史
iShares Tr464288513IBOXX HI YD ETF110$8,000<0.1%+57+107.5%加碼–
STBAS&T Bancorp IncCOM254$8,000<0.1%00.0%不變歷史
SWXSouthwest Gas Holdings, Inc.COM108$8,000<0.1%−148−57.8%減碼歷史
AROCArchrock, Inc.COM1,237$8,000<0.1%+209+20.3%加碼歷史
AVDAmerican Vanguard CorpCOM402$8,000<0.1%00.0%不變歷史
Global X FDS37954Y657US PFD ETF413$8,000<0.1%00.0%不變–
FCFSFirstCash Holdings, Inc.COM108$8,000<0.1%−615−85.1%減碼歷史
BANFBancfirst CorpCOM82$8,000<0.1%00.0%不變歷史
DCHDauch CorpCOM1,218$8,000<0.1%+596+95.8%加碼歷史
BRXBrixmor Property Group Inc.COM457$8,000<0.1%+457新進歷史
ALGTAllegiant Travel COCOM110$8,000<0.1%−15−12.0%減碼歷史
MDBMongoDB, Inc.CL A39$8,000<0.1%+39新進歷史
GVAGranite Construction IncCOM297$8,000<0.1%−148−33.3%減碼歷史
PORPortland General Electric CoCOM NEW173$8,000<0.1%−983−85.0%減碼歷史
MODModine Manufacturing CoCOM607$8,000<0.1%00.0%不變歷史
OXMOxford Industries IncCOM84$8,000<0.1%+34+68.0%加碼歷史
NMRNomura Holdings IncSPONSORED ADR2,583$8,000<0.1%+1,663+180.8%加碼歷史
LZBLa-Z-Boy IncCOM366$8,000<0.1%+53+16.9%加碼歷史
ICUIIcu Medical IncCOM55$8,000<0.1%+55新進歷史
Advisorshares Tr00768Y529DORSY SHRT ETF700$8,000<0.1%+300+75.0%加碼–
WTMWhite Mountains Insurance Group LtdCOM6$8,000<0.1%+6新進歷史
IRIngersoll Rand Inc.COM174$8,000<0.1%+90+107.1%加碼歷史
GDOTGreen Dot CorpCL A437$8,000<0.1%−87−16.6%減碼歷史
MERCMercer International Inc.COM610$8,000<0.1%00.0%不變歷史
QNSTQuinstreet, IncCOM719$8,000<0.1%+236+48.9%加碼歷史
SVCService Properties TrustCOM SH BEN INT1,691$8,000<0.1%+1,691新進歷史
TRSTTrustco Bank Corp N YCOM NEW258$8,000<0.1%+159+160.6%加碼歷史
MDRXVeradigm Inc.COM501$8,000<0.1%+387+339.5%加碼歷史
AMWDAmerican Woodmark CorpCOM171$8,000<0.1%+20+13.2%加碼歷史
BECNQxo Building Products, Inc.COM155$8,000<0.1%+155新進歷史
HIHillenbrand, Inc.COM215$8,000<0.1%−588−73.2%減碼歷史
Micro Focus Intl PLC594837403SPON ADR NEW1,342$8,000<0.1%00.0%不變–
SYNHSyneos Health, Inc.CL A162$8,000<0.1%+104+179.3%加碼歷史
VRTVVeritiv CorpCOM86$8,000<0.1%−38−30.6%減碼歷史
OIIOceaneering International IncStock1,102$9,000<0.1%−65−5.6%減碼歷史
iShares MSCI USA Momentum Factor ETF46432F396ETF71$9,000<0.1%+71新進–
MASMasco CorpCOM187$9,000<0.1%+8+4.5%加碼歷史
RRCRange Resources CorpCOM321$9,000<0.1%+61+23.5%加碼歷史
SBSCompanhia de Saneamento Basico Do Estado de Sao Paulo-SabespSPONSORED ADR936$9,000<0.1%00.0%不變歷史
FIBKFirst Interstate Bancsystem IncCOM223$9,000<0.1%00.0%不變歷史
FMCFMC CorpCOM NEW82$9,000<0.1%+14+20.6%加碼歷史
UNFIUnited Natural Foods IncCOM285$9,000<0.1%+24+9.2%加碼歷史
MYGNMyriad Genetics IncCOM508$9,000<0.1%+508新進歷史
BTZBlackRock Credit Allocation Income TrustCOM963$9,000<0.1%+963新進歷史
XHRXenia Hotels & Resorts, Inc.COM666$9,000<0.1%−429−39.2%減碼歷史
STESTERIS plcSHS USD56$9,000<0.1%+44+366.7%加碼歷史
ProShares Tr74348A467S&P 500 DV ARIST110$9,000<0.1%00.0%不變–
SONSonoco Products CoCOM154$9,000<0.1%+154新進歷史
AAONAaon, Inc.COM PAR $0.004156$9,000<0.1%00.0%不變歷史
RNGRingCentral, Inc.CL A223$9,000<0.1%+195+696.4%加碼歷史
NTGRNetgear, Inc.COM496$9,000<0.1%+146+41.7%加碼歷史
ORNOrion Group Holdings IncCOM3,550$9,000<0.1%00.0%不變歷史
XPROExpro LtdCOM681$9,000<0.1%00.0%不變歷史
PEverpure, Inc.CL A338$9,000<0.1%00.0%不變歷史
ABEVAmbev S.A.SPONSORED ADR3,277$9,000<0.1%−244−6.9%減碼歷史
MTArcelorMittalNY REGISTRY SH438$9,000<0.1%−9−2.0%減碼歷史
EXPEagle Materials IncCOM82$9,000<0.1%+82新進歷史
STXSeagate Technology Holdings plcORD SHS167$9,000<0.1%+40+31.5%加碼歷史
CVICVR Energy IncCOM299$9,000<0.1%00.0%不變歷史
ADTNADTRAN Holdings, Inc.COM480$9,000<0.1%+118+32.6%加碼歷史
ASIXAdvanSix Inc.COM273$9,000<0.1%00.0%不變歷史
UHTUniversal Health Realty Income TrustSH BEN INT218$9,000<0.1%+218新進歷史
CNRCore Natural Resources, Inc.COM140$9,000<0.1%−71−33.6%減碼歷史
OFEDOconee Federal Financial Corp.COM375$9,000<0.1%00.0%不變歷史
OUTOUTFRONT Media Inc.COM594$9,000<0.1%+594新進歷史
PRAProassurance CorpCOM470$9,000<0.1%00.0%不變歷史
SUMOSumo Logic, Inc.COM1,174$9,000<0.1%+1,174新進歷史
ODPODP CorpCOM263$9,000<0.1%+178+209.4%加碼歷史
ProShares Bitcoin ETF74347G440ETF822$1.00 萬<0.1%+68+9.0%加碼–
BLDRBuilders FirstSource, Inc.Stock168$1.00 萬<0.1%−767−82.0%減碼歷史
BILLBILL Holdings, Inc.Stock71$1.00 萬<0.1%+71新進歷史
Barrick Gold Corp067901108COM658$1.00 萬<0.1%00.0%不變–
DNOWDNOW Inc.COM1,045$1.00 萬<0.1%−24−2.2%減碼歷史
BOXBox IncCL A403$1.00 萬<0.1%+403新進歷史
ALNYAlnylam Pharmaceuticals, Inc.COM47$1.00 萬<0.1%+47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