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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
FDXFedEx CorpStock530$7.90 萬<0.1%−284−34.9%減碼歷史
SHOPShopify Inc.Stock2,937$7.90 萬<0.1%−83−2.7%減碼歷史
BJBJ's Wholesale Club Holdings, Inc.COM1,091$7.90 萬<0.1%+14+1.3%加碼歷史
KBKB Financial Group Inc.SPONSORED ADR2,639$7.90 萬<0.1%−230−8.0%減碼歷史
NICENICE Ltd.SPONSORED ADR425$7.90 萬<0.1%+380+844.4%加碼歷史
GSKGSK plcADR2,638$7.80 萬<0.1%+45+1.7%加碼歷史
Invesco Exch Traded FD Tr II46138E594KBW PREM YIELD4,093$7.80 萬<0.1%00.0%不變–
Vanguard Admiral FDS Inc921932885MIDCP 400 IDX525$7.80 萬<0.1%00.0%不變–
EXPDExpeditors International of Washington IncCOM892$7.80 萬<0.1%+138+18.3%加碼歷史
TROWPrice T Rowe Group IncStock733$7.70 萬<0.1%−186−20.2%減碼歷史
RSReliance, Inc.COM439$7.70 萬<0.1%+349+387.8%加碼歷史
TELTE Connectivity plcREG SHS697$7.70 萬<0.1%+55+8.6%加碼歷史
MARMarriott International IncStock545$7.60 萬<0.1%+34+6.7%加碼歷史
iShares Tr464288281JPMORGAN USD EMG957$7.60 萬<0.1%+47+5.2%加碼–
MCMoelis & CoCL A2,209$7.50 萬<0.1%−106−4.6%減碼歷史
DXCMDexcom IncCOM930$7.50 萬<0.1%+845+994.1%加碼歷史
CFCF Industries Holdings, Inc.COM775$7.50 萬<0.1%+661+579.8%加碼歷史
Schwab U.S. Large-Cap ETF808524201ETF1,748$7.40 萬<0.1%+1,702+3,700.0%加碼–
BABoeing CoStock606$7.40 萬<0.1%+211+53.4%加碼歷史
ZMZoom Communications, Inc.Stock1,006$7.40 萬<0.1%+277+38.0%加碼歷史
MDYSPDR S&P Midcap 400 ETF TrustETF184$7.40 萬<0.1%+184新進歷史
HEI.AHeico CorpCL A646$7.40 萬<0.1%−364−36.0%減碼歷史
MNSTMonster Beverage CorpCOM849$7.40 萬<0.1%+87+11.4%加碼歷史
CUZCousins Properties IncCOM NEW3,158$7.40 萬<0.1%+1,115+54.6%加碼歷史
BENFranklin Templeton IncCOM3,483$7.40 萬<0.1%+3,111+836.3%加碼歷史
TMToyota Motor CorpADS571$7.40 萬<0.1%−163−22.2%減碼歷史
STWDStarwood Property Trust, Inc.COM4,036$7.40 萬<0.1%+4,036新進歷史
SNOWSnowflake Inc.Stock424$7.30 萬<0.1%+362+583.9%加碼歷史
iShares Iboxx $ Investment Grade Corporate Bond ETF464287242ETF713$7.30 萬<0.1%−2−0.3%減碼–
LSTRLandstar System IncCOM509$7.30 萬<0.1%+4+0.8%加碼歷史
TLKPerusahaan Perseroan Persero PT Telekomunikasi Indonesia TBKSPONSORED ADR2,531$7.30 萬<0.1%+2,404+1,892.9%加碼歷史
Vanguard Scottsdale FDS92206C680VNG RUS1000GRW1,334$7.20 萬<0.1%+2+0.2%加碼–
BYDBoyd Gaming CorpCOM1,518$7.20 萬<0.1%+1,518新進歷史
ALRMAlarm.com Holdings, Inc.COM1,110$7.20 萬<0.1%+204+22.5%加碼歷史
STLDSteel Dynamics IncCOM1,019$7.20 萬<0.1%+862+549.0%加碼歷史
GIBCgi IncCL A964$7.20 萬<0.1%+64+7.1%加碼歷史
CIVICivitas Resources, Inc.EQUITY US CM1,259$7.20 萬<0.1%+1,259新進歷史
SJMJ M SMUCKER CoStock507$7.00 萬<0.1%+7+1.4%加碼歷史
IBMInternational Business Machines CorpStock589$7.00 萬<0.1%+53+9.9%加碼歷史
NWSANews CorpCL A4,617$7.00 萬<0.1%+4,561+8,144.6%加碼歷史
RHIRobert Half Inc.COM916$7.00 萬<0.1%+187+25.7%加碼歷史
STLAStellantis N.V.SHS5,908$7.00 萬<0.1%−1,332−18.4%減碼歷史
ODFLOld Dominion Freight Line, Inc.COM279$6.90 萬<0.1%−99−26.2%減碼歷史
ASXASE Technology Holding Co., Ltd.SPONSORED ADS13,857$6.90 萬<0.1%−2,474−15.1%減碼歷史
CBRLCracker Barrel Old Country Store, IncCOM747$6.90 萬<0.1%+347+86.8%加碼歷史
BTGB2GOLD CorpCOM21,446$6.90 萬<0.1%+3,828+21.7%加碼歷史
WDSWoodside Energy Group LtdADR3,400$6.80 萬<0.1%+3,315+3,900.0%加碼歷史
Nushares ETF Tr67092P805NUVEEN ESG INTL3,047$6.80 萬<0.1%+121+4.1%加碼–
TCOMTrip.com Group LtdADS2,506$6.80 萬<0.1%+211+9.2%加碼歷史
OTEXOpen Text CorpCOM2,578$6.80 萬<0.1%+1,038+67.4%加碼歷史
WisdomTree Tr97717W505US MIDCAP DIVID1,810$6.80 萬<0.1%00.0%不變–
EVREvercore Inc.CLASS A823$6.80 萬<0.1%+17+2.1%加碼歷史
GHCGraham Holdings CoCOM CL B127$6.80 萬<0.1%00.0%不變歷史
TRTNTriton International LtdCL A1,251$6.80 萬<0.1%+1,251新進歷史
ABBNYABB LtdSPONSORED ADR2,638$6.70 萬<0.1%−930−26.1%減碼歷史
Innovator U.S. Equity Power Buffer ETF - October45782C797ETF2,292$6.60 萬<0.1%00.0%不變–
GRCGorman Rupp CoCOM2,785$6.60 萬<0.1%+285+11.4%加碼歷史
BEKEKE Holdings Inc.SPONSORED ADS3,731$6.60 萬<0.1%+3,731新進歷史
KFYKorn FerryCOM NEW1,421$6.60 萬<0.1%+143+11.2%加碼歷史
BAMBrookfield Asset Management Ltd.CL A LTD VT SH1,632$6.60 萬<0.1%+1,420+669.8%加碼歷史
FTNTFortinet, Inc.Stock1,332$6.50 萬<0.1%+277+26.3%加碼歷史
ALCAlcon IncStock1,113$6.50 萬<0.1%−389−25.9%減碼歷史
AERAerCap Holdings N.V.SHS1,526$6.50 萬<0.1%+1,526新進歷史
TRGPTarga Resources Corp.COM1,074$6.50 萬<0.1%+29+2.8%加碼歷史
JDJD.com, Inc.SPON ADS CL A1,282$6.50 萬<0.1%−135−9.5%減碼歷史
OGSONE Gas, Inc.COM911$6.40 萬<0.1%+31+3.5%加碼歷史
ESNTEssent Group Ltd.COM1,832$6.40 萬<0.1%+553+43.2%加碼歷史
SPSCSPS Commerce IncCOM516$6.40 萬<0.1%+516新進歷史
NHINational Health Investors IncCOM1,130$6.40 萬<0.1%+683+152.8%加碼歷史
TXNMTXNM Energy IncCOM1,396$6.40 萬<0.1%+1,396新進歷史
FAFFirst American Financial CorpStock1,371$6.30 萬<0.1%+424+44.8%加碼歷史
MPTMedical Properties Trust IncCOM5,273$6.30 萬<0.1%+1,848+54.0%加碼歷史
FMXMexican Economic Development IncSPON ADR UNITS1,018$6.30 萬<0.1%+962+1,717.9%加碼歷史
SYFSynchrony FinancialCOM2,218$6.30 萬<0.1%−1,066−32.5%減碼歷史
DLTRDollar Tree, Inc.COM469$6.30 萬<0.1%+55+13.3%加碼歷史
PXDPioneer Natural Resources CoCOM294$6.30 萬<0.1%−284−49.1%減碼歷史
ROPRoper Technologies IncStock172$6.20 萬<0.1%+101+142.3%加碼歷史
BIDUBaidu, Inc.ADR520$6.20 萬<0.1%−120−18.8%減碼歷史
SEICSEI Investments CoCOM1,241$6.10 萬<0.1%−51−3.9%減碼歷史
HCAHCA Healthcare, Inc.COM331$6.10 萬<0.1%−20−5.7%減碼歷史
DBDeutsche Bank AktiengesellschaftNAMEN AKT8,217$6.10 萬<0.1%+8,035+4,414.8%加碼歷史
AVTAvnet IncCOM1,685$6.10 萬<0.1%+309+22.5%加碼歷史
TRNTrinity Industries IncCOM2,858$6.10 萬<0.1%−492−14.7%減碼歷史
CHTChunghwa Telecom Co LtdSPON ADR NEW111,749$6.10 萬<0.1%−695−28.4%減碼歷史
ANETArista Networks, Inc.COM539$6.10 萬<0.1%+455+541.7%加碼歷史
FTVFortive CorpStock1,031$6.00 萬<0.1%+160+18.4%加碼歷史
HLNHaleon plcADR9,725$6.00 萬<0.1%+9,725新進歷史
NYTNew York Times CoCL A2,090$6.00 萬<0.1%+2,090新進歷史
IDXXIDEXX Laboratories IncCOM182$6.00 萬<0.1%−34−15.7%減碼歷史
CMSCMS Energy CorpCOM1,013$6.00 萬<0.1%−198−16.4%減碼歷史
VMWVmware LLCCL A COM568$6.00 萬<0.1%+540+1,928.6%加碼歷史
DECKDeckers Outdoor CorpCOM190$5.90 萬<0.1%+190新進歷史
BCSBarclays PLCADR9,244$5.90 萬<0.1%+8,190+777.0%加碼歷史
EDConsolidated Edison IncStock671$5.80 萬<0.1%+608+965.1%加碼歷史
AMGAffiliated Managers Group, Inc.Stock523$5.80 萬<0.1%+523新進歷史
iShares Tr46435U713US INFRASTRUC1,785$5.80 萬<0.1%−1,954−52.3%減碼–
FHNFirst Horizon CorpCOM2,536$5.80 萬<0.1%+957+60.6%加碼歷史
GLPIGaming & Leisure Properties, Inc.COM1,309$5.80 萬<0.1%−199−13.2%減碼歷史
CWTCalifornia Water Service GroupCOM1,114$5.80 萬<0.1%+50+4.7%加碼歷史
HESHess CorpStock522$5.70 萬<0.1%−56−9.7%減碼歷史

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