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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
Vanguard Financials ETF92204A405ETF275$2.00 萬<0.1%00.0%不變–
BAPCredicorp LtdCOM165$2.00 萬<0.1%+165新進歷史
COLBColumbia Banking System, Inc.COM701$2.00 萬<0.1%00.0%不變歷史
IXOrix CorpSPONSORED ADR279$2.00 萬<0.1%+51+22.4%加碼歷史
TRMBTrimble Inc.COM366$2.00 萬<0.1%+99+37.1%加碼歷史
PACPacific Airport GroupSPON ADS B160$2.00 萬<0.1%+8+5.3%加碼歷史
UFPIUfp Industries IncCOM268$2.00 萬<0.1%−849−76.0%減碼歷史
CHKPCheck Point Software Technologies LtdORD182$2.00 萬<0.1%+56+44.4%加碼歷史
NTCTNetscout Systems IncCOM652$2.00 萬<0.1%+9+1.4%加碼歷史
iShares Tr464287721U.S. TECH ETF265$2.00 萬<0.1%−130−32.9%減碼–
OLEDUniversal Display CorpCOM214$2.00 萬<0.1%+214新進歷史
PAGPenske Automotive Group, Inc.COM205$2.00 萬<0.1%+205新進歷史
RDYDr Reddys Laboratories LtdADR398$2.00 萬<0.1%+48+13.7%加碼歷史
DDDuPont de Nemours, Inc.COM412$2.00 萬<0.1%+141+52.0%加碼歷史
WIREEncore Wire CorpCOM171$2.00 萬<0.1%−466−73.2%減碼歷史
First Rep BK San Francisco C33616C100COM156$2.00 萬<0.1%−15−8.8%減碼–
SJISouth Jersey Industries IncCOM604$2.00 萬<0.1%−1,656−73.3%減碼歷史
EMBCEmbecta Corp.Stock646$1.90 萬<0.1%+622+2,591.7%加碼歷史
ENPHEnphase Energy, Inc.Stock67$1.90 萬<0.1%+56+509.1%加碼歷史
ITGartner IncCOM70$1.90 萬<0.1%+44+169.2%加碼歷史
GLWCorning IncCOM652$1.90 萬<0.1%−118−15.3%減碼歷史
FNFabrinetSHS204$1.90 萬<0.1%−524−72.0%減碼歷史
HMNHorace Mann Educators CorpCOM518$1.90 萬<0.1%+66+14.6%加碼歷史
MRVLMarvell Technology, Inc.COM448$1.90 萬<0.1%+332+286.2%加碼歷史
NTRNutrien Ltd.COM223$1.90 萬<0.1%−877−79.7%減碼歷史
APPNAppian CorpCL A478$1.90 萬<0.1%−17−3.4%減碼歷史
SEMSelect Medical Holdings CorpCOM866$1.90 萬<0.1%+169+24.2%加碼歷史
FETForum Energy Technologies, Inc.Common908$1.90 萬<0.1%00.0%不變歷史
CMICummins IncStock92$1.80 萬<0.1%−4−4.2%減碼歷史
VEEVVeeva Systems IncStock113$1.80 萬<0.1%00.0%不變歷史
AZZAzz IncCOM480$1.80 萬<0.1%+480新進歷史
TWSTTwist Bioscience CorpCOM500$1.80 萬<0.1%00.0%不變歷史
ESTCElastic N.V.ORD SHS250$1.80 萬<0.1%00.0%不變歷史
SFNCSimmons First National CorpCL A $1 PAR813$1.80 萬<0.1%+167+25.9%加碼歷史
RCIRogers Communications IncCL B478$1.80 萬<0.1%−386−44.7%減碼歷史
RACEFerrari N.V.COM97$1.80 萬<0.1%+29+42.6%加碼歷史
BANRBanner CorpCOM NEW318$1.80 萬<0.1%00.0%不變歷史
SNASnap-on IncCOM91$1.80 萬<0.1%+58+175.8%加碼歷史
FOXFox CorpCL B COM598$1.80 萬<0.1%−1,421−70.4%減碼歷史
YELPYelp IncCL A540$1.80 萬<0.1%+397+277.6%加碼歷史
Invesco Exch Traded FD Tr II46138G631NASDAQNXTGEN100797$1.80 萬<0.1%−250−23.9%減碼–
MMacy's, Inc.COM1,162$1.80 萬<0.1%−523−31.0%減碼歷史
INFYInfosys LtdSPONSORED ADR1,083$1.80 萬<0.1%+143+15.2%加碼歷史
UNFUnifirst CorpCOM106$1.80 萬<0.1%+30+39.5%加碼歷史
SIVBSVB Financial GroupCOM53$1.80 萬<0.1%+21+65.6%加碼歷史
UNMUnum GroupStock428$1.70 萬<0.1%−1,564−78.5%減碼歷史
JCIJohnson Controls International plcStock354$1.70 萬<0.1%+224+172.3%加碼歷史
AKAMAkamai Technologies IncCOM217$1.70 萬<0.1%+63+40.9%加碼歷史
BXBlackstone Inc.COM207$1.70 萬<0.1%−556−72.9%減碼歷史
AZOAutoZone IncCOM8$1.70 萬<0.1%+5+166.7%加碼歷史
CBTCabot CorpCOM261$1.70 萬<0.1%+261新進歷史
PPLPPL CorpCOM650$1.70 萬<0.1%−104−13.8%減碼歷史
RRyder System IncCOM224$1.70 萬<0.1%+224新進歷史
PSOPearson PLCSPONSORED ADR1,720$1.70 萬<0.1%+1,261+274.7%加碼歷史
AREAlexandria Real Estate Equities, Inc.COM122$1.70 萬<0.1%+50+69.4%加碼歷史
CVSACovista Inc.COM475$1.70 萬<0.1%00.0%不變歷史
Invesco Exchange Traded FD T46137V597RAFI US 1500119$1.70 萬<0.1%+119新進–
MLMMartin Marietta Materials IncCOM51$1.70 萬<0.1%+4+8.5%加碼歷史
Invesco Exch Traded FD Tr II46138E297S&P EMRNG MKTS823$1.70 萬<0.1%+823新進–
NETCloudflare, Inc.CL A COM298$1.70 萬<0.1%+298新進歷史
WDCWestern Digital CorpCOM499$1.70 萬<0.1%+338+209.9%加碼歷史
ANAutonation, Inc.COM171$1.70 萬<0.1%+171新進歷史
CRGYCrescent Energy CoCL A COM1,262$1.70 萬<0.1%+1,262新進歷史
DAVAEndava plcADS206$1.70 萬<0.1%+206新進歷史
MATVMativ Holdings, Inc.COM771$1.70 萬<0.1%+763+9,537.5%加碼歷史
MATWMatthews International CorpCL A780$1.70 萬<0.1%+715+1,100.0%加碼歷史
OIO-I Glass, Inc.COM1,246$1.70 萬<0.1%00.0%不變歷史
WIXWix.com Ltd.SHS207$1.70 萬<0.1%+181+696.2%加碼歷史
Barnes Group Inc067806109COM594$1.70 萬<0.1%−88−12.9%減碼–
FUSBFirst US Bancshares, Inc.COM2,106$1.70 萬<0.1%00.0%不變歷史
HPPHudson Pacific Properties, Inc.COM1,560$1.70 萬<0.1%+1,560新進歷史
PPBIPacific Premier Bancorp IncCOM562$1.70 萬<0.1%−1,833−76.5%減碼歷史
LUMNLumen Technologies, Inc.Stock2,252$1.60 萬<0.1%+1,710+315.5%加碼歷史
HOODRobinhood Markets, Inc.Stock1,600$1.60 萬<0.1%00.0%不變歷史
LTCLTC Properties IncREIT436$1.60 萬<0.1%00.0%不變歷史
CHDChurch & Dwight Co IncCOM226$1.60 萬<0.1%−888−79.7%減碼歷史
SBCFSeacoast Banking Corp of FloridaCOM NEW522$1.60 萬<0.1%00.0%不變歷史
GLNGGolar LNG LtdSHS644$1.60 萬<0.1%00.0%不變歷史
THGHanover Insurance Group, Inc.COM122$1.60 萬<0.1%+122新進歷史
Vanguard Malvern FDS922020805STRM INFPROIDX326$1.60 萬<0.1%−1,214−78.8%減碼–
PDDPDD Holdings Inc.SPONSORED ADS248$1.60 萬<0.1%−961−79.5%減碼歷史
FBKFB Financial CorpCOM420$1.60 萬<0.1%00.0%不變歷史
BXPBXP, Inc.COM218$1.60 萬<0.1%+218新進歷史
NVRNVR IncCOM4$1.60 萬<0.1%+3+300.0%加碼歷史
TFXTeleflex IncCOM77$1.60 萬<0.1%+40+108.1%加碼歷史
URIUnited Rentals, Inc.COM58$1.60 萬<0.1%+17+41.5%加碼歷史
UUnity Software Inc.COM500$1.60 萬<0.1%00.0%不變歷史
MLRMiller Industries IncCOM NEW772$1.60 萬<0.1%+772新進歷史
CPCanadian Pacific Kansas City LtdCOM244$1.60 萬<0.1%+146+149.0%加碼歷史
Vanguard Morningstar Mid-Cap ETF922908629ETF79$1.50 萬<0.1%00.0%不變–
DOCUDocuSign, Inc.Stock287$1.50 萬<0.1%−685−70.5%減碼歷史
EXPEExpedia Group, Inc.Stock158$1.50 萬<0.1%+69+77.5%加碼歷史
TTWOTake Two Interactive Software IncCOM135$1.50 萬<0.1%+39+40.6%加碼歷史
FNBFNB CorpCOM1,280$1.50 萬<0.1%+1,280新進歷史
SNNSmith & Nephew PLCSPDN ADR NEW659$1.50 萬<0.1%+149+29.2%加碼歷史
BOHBank of Hawaii CorpCOM192$1.50 萬<0.1%+116+152.6%加碼歷史
NMIHNMI Holdings, Inc.COM738$1.50 萬<0.1%+738新進歷史
ARCBArcbest CorpCOM211$1.50 萬<0.1%00.0%不變歷史
GNWGenworth Financial IncCOM SHS4,152$1.50 萬<0.1%00.0%不變歷史
DDOGDatadog, Inc.CL A COM169$1.50 萬<0.1%+111+191.4%加碼歷史

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