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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
iShares Core High Dividend ETF46429B663ETF1,228$11.2 萬<0.1%−1,397−53.2%減碼–
IMOImperial Oil LtdCOM NEW2,553$11.1 萬<0.1%+2,364+1,250.8%加碼歷史
TEAMAtlassian CorpCL A527$11.1 萬<0.1%+527新進歷史
MUMicron Technology IncStock2,207$11.0 萬<0.1%−118−5.1%減碼歷史
TTETotalEnergies SESPONSORED ADS2,360$11.0 萬<0.1%−921−28.1%減碼歷史
Timothy Plan887432326HIG DV STK ETF3,885$10.9 萬<0.1%+123+3.3%加碼–
MPWRMonolithic Power Systems, Inc.COM301$10.9 萬<0.1%+183+155.1%加碼歷史
Schwab Strategic Tr808524862SHT TM US TRES2,242$10.8 萬<0.1%+2,242新進–
MZTIMarzetti CoCOM719$10.8 萬<0.1%+719新進歷史
CNQCanadian Natural Resources LtdCOM2,318$10.8 萬<0.1%+2,080+873.9%加碼歷史
COFCapital One Financial CorpStock1,162$10.7 萬<0.1%−4−0.3%減碼歷史
FNFFidelity National Financial, Inc.COM SHS2,939$10.6 萬<0.1%+2,155+274.9%加碼歷史
NWENorthWestern Energy Group, Inc.COM NEW2,161$10.6 萬<0.1%+610+39.3%加碼歷史
MPLXMPLX LPCOM UNIT REP LTD3,538$10.6 萬<0.1%+3,538新進歷史
UALUnited Airlines Holdings, Inc.COM3,244$10.6 萬<0.1%−166−4.9%減碼歷史
RJFRaymond James Financial IncCOM1,066$10.6 萬<0.1%+154+16.9%加碼歷史
CTSHCognizant Technology Solutions CorpCL A1,861$10.6 萬<0.1%+945+103.2%加碼歷史
APHAmphenol CorpCL A1,569$10.5 萬<0.1%+668+74.1%加碼歷史
iShares Tr464289420RUS TP200 VL ETF1,827$10.5 萬<0.1%+1,827新進–
IQVIQVIA Holdings Inc.Stock577$10.4 萬<0.1%+287+99.0%加碼歷史
VFCV F CorpStock3,483$10.4 萬<0.1%−1,368−28.2%減碼歷史
WESWestern Midstream Partners, LPCOM UNIT LP INT4,152$10.4 萬<0.1%+4,152新進歷史
GEGeneral Electric CoStock1,667$10.3 萬<0.1%+808+94.1%加碼歷史
TGTTarget CorpStock691$10.3 萬<0.1%−25−3.5%減碼歷史
SNPSSynopsys IncCOM337$10.3 萬<0.1%+330+4,714.3%加碼歷史
TWNKHostess Brands, Inc.CL A4,465$10.3 萬<0.1%+542+13.8%加碼歷史
CLColgate Palmolive CoStock1,450$10.2 萬<0.1%+45+3.2%加碼歷史
Legg Mason ETF Invt524682200CLEARBRIDGE LRG2,557$10.2 萬<0.1%00.0%不變–
WTWWillis Towers Watson PLCSHS506$10.2 萬<0.1%+306+153.0%加碼歷史
FCNCAFirst Citizens Bancshares IncCL A128$10.2 萬<0.1%+88+220.0%加碼歷史
ATVIActivision Blizzard, Inc.COM1,372$10.2 萬<0.1%+685+99.7%加碼歷史
CARRCarrier Global CorpStock2,823$10.1 萬<0.1%−314−10.0%減碼歷史
SRSpire IncCOM1,605$10.1 萬<0.1%+139+9.5%加碼歷史
FLOFlowers Foods IncCOM4,063$10.0 萬<0.1%+115+2.9%加碼歷史
MSIMotorola Solutions, Inc.Stock443$9.90 萬<0.1%+167+60.5%加碼歷史
EPRTEssential Properties Realty Trust, Inc.COM5,054$9.80 萬<0.1%+763+17.8%加碼歷史
ITWIllinois Tool Works IncStock535$9.70 萬<0.1%+34+6.8%加碼歷史
SPDR Series Trust78468R721STATE STREET SPD2,205$9.70 萬<0.1%+2,127+2,726.9%加碼–
Vanguard Mun BD FDS922907746TAX EXEMPT BD1,991$9.60 萬<0.1%+181+10.0%加碼–
GGenpact LTDSHS2,172$9.50 萬<0.1%−411−15.9%減碼歷史
SLBSLB LimitedStock2,625$9.40 萬<0.1%+600+29.6%加碼歷史
EHCEncompass Health CorpCOM2,084$9.40 萬<0.1%−116−5.3%減碼歷史
MLIMueller Industries IncCOM1,588$9.40 萬<0.1%−529−25.0%減碼歷史
SFMSprouts Farmers Market, Inc.COM3,401$9.40 萬<0.1%+122+3.7%加碼歷史
AWRAmerican States Water CoCOM1,216$9.40 萬<0.1%+106+9.5%加碼歷史
APTVAptiv PLCSHS1,207$9.40 萬<0.1%+780+182.7%加碼歷史
AVAAvista CorpCOM2,516$9.30 萬<0.1%+257+11.4%加碼歷史
BDXBecton Dickinson & CoStock410$9.20 萬<0.1%+156+61.4%加碼歷史
BIIBBiogen Inc.COM342$9.20 萬<0.1%+278+434.4%加碼歷史
WDAYWorkday, Inc.CL A605$9.20 萬<0.1%+575+1,916.7%加碼歷史
AGRAvangrid, Inc.COM2,211$9.20 萬<0.1%+2,211新進歷史
CDNSCadence Design Systems IncStock556$9.10 萬<0.1%−28−4.8%減碼歷史
Northern LTS FD Tr IV66538H633INSPIRE CORP BD4,037$9.10 萬<0.1%00.0%不變–
GDDYGoDaddy Inc.CL A1,273$9.10 萬<0.1%−156−10.9%減碼歷史
SWKSSkyworks Solutions, Inc.Stock1,052$9.00 萬<0.1%+922+709.2%加碼歷史
Invesco Exchange Traded FD T46137V613RAFI US 1000 ETF652$9.00 萬<0.1%+652新進–
APDAir Products & Chemicals, Inc.Stock383$8.90 萬<0.1%+77+25.2%加碼歷史
NUENucor CorpCOM832$8.90 萬<0.1%+293+54.4%加碼歷史
EPAMEPAM Systems, Inc.COM248$8.90 萬<0.1%+190+327.6%加碼歷史
LXPLXP Industrial TrustCOM9,624$8.90 萬<0.1%+2,094+27.8%加碼歷史
ARWArrow Electronics, Inc.COM965$8.80 萬<0.1%+228+30.9%加碼歷史
CFGCitizens Financial Group IncCOM2,548$8.80 萬<0.1%+338+15.3%加碼歷史
RMDResmed IncCOM399$8.70 萬<0.1%+353+767.4%加碼歷史
ORIOld Republic International CorpCOM4,156$8.70 萬<0.1%+1,145+38.0%加碼歷史
PUKPrudential PLCADR4,390$8.70 萬<0.1%+590+15.5%加碼歷史
WWEWorld Wrestling Entertainment, LLCCL A1,241$8.70 萬<0.1%+725+140.5%加碼歷史
Vanguard Energy ETF92204A306ETF843$8.60 萬<0.1%−296−26.0%減碼–
BF.BBrown Forman CorpStock1,297$8.60 萬<0.1%00.0%不變歷史
State Street SPDR Portfolio S&P 500 Growth ETF78464A409ETF1,715$8.60 萬<0.1%−786−31.4%減碼–
BKRBaker Hughes CoCL A4,115$8.60 萬<0.1%+1,332+47.9%加碼歷史
LOGILogitech International S.A.SHS1,872$8.60 萬<0.1%+235+14.4%加碼歷史
DSGXDescartes Systems Group IncCOM1,351$8.60 萬<0.1%+501+58.9%加碼歷史
AIZAssurant, Inc.Stock583$8.50 萬<0.1%+158+37.2%加碼歷史
iShares U.S. ETF Trust iShares Gsci Commodity Dynamic Roll Strategy ETF46431W853ETF2,371$8.50 萬<0.1%−518−17.9%減碼–
WSMWilliams Sonoma IncCOM722$8.50 萬<0.1%+410+131.4%加碼歷史
MGEEMge Energy IncCOM1,291$8.50 萬<0.1%+300+30.3%加碼歷史
COOPMaverick Merger Sub 2, LLCCOM2,097$8.50 萬<0.1%+1,702+430.9%加碼歷史
GWWW.W. Grainger, Inc.Stock172$8.40 萬<0.1%+168+4,200.0%加碼歷史
SYKStryker CorpStock420$8.40 萬<0.1%+300+250.0%加碼歷史
EMEEMCOR Group, Inc.Stock730$8.40 萬<0.1%+730新進歷史
DLRDigital Realty Trust, Inc.COM857$8.40 萬<0.1%+80+10.3%加碼歷史
IMOSChipmos Technologies IncSPONSORD ADS NEW4,538$8.40 萬<0.1%+1,003+28.4%加碼歷史
iShares S&P Small-Cap 600 Growth ETF464287887ETF806$8.30 萬<0.1%+683+555.3%加碼–
BKNGBooking Holdings Inc.Stock50$8.30 萬<0.1%−57−53.3%減碼歷史
TRPTC Energy CorpCOM2,075$8.30 萬<0.1%+425+25.8%加碼歷史
iShares Tr46428865310-20 YR TRS ETF766$8.30 萬<0.1%−411−34.9%減碼–
PDCEPDC Energy, Inc.COM1,445$8.30 萬<0.1%+1,211+517.5%加碼歷史
SSBSouthState Bank CorpCOM1,043$8.30 萬<0.1%00.0%不變歷史
ZBHZimmer Biomet Holdings, Inc.Stock784$8.20 萬<0.1%+28+3.7%加碼歷史
GGGGraco IncCOM1,360$8.20 萬<0.1%+1,274+1,481.4%加碼歷史
Nushares ETF Tr67092P201NUVEEN ESG LRGCP1,787$8.20 萬<0.1%−103−5.4%減碼–
WFWoori Financial Group Inc.SPONSORED ADS3,651$8.20 萬<0.1%+512+16.3%加碼歷史
CLXClorox CoStock628$8.10 萬<0.1%+62+11.0%加碼歷史
DDominion Energy, IncStock1,176$8.10 萬<0.1%+451+62.2%加碼歷史
TDGTransDigm Group INCCOM154$8.10 萬<0.1%−17−9.9%減碼歷史
KNTKKinetik Holdings Inc.COM NEW CL A2,488$8.10 萬<0.1%+2,488新進歷史
AQNAlgonquin Power & Utilities Corp.COM7,437$8.10 萬<0.1%+7,437新進歷史
Capital Group Core Equity Et14020V108SHS CREAT UNIT3,958$8.10 萬<0.1%+3,958新進–
iShares Tr46436E601ESG MSCI EM LDRS1,991$8.10 萬<0.1%+1,301+188.6%加碼–
BCCBoise Cascade CoCOM1,343$8.00 萬<0.1%+103+8.3%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