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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
YUMCYum China Holdings, Inc.COM816$3.90 萬<0.1%−691−45.9%減碼歷史
Vanguard Admiral FDS Inc921932794SMLCP 600 GRTH221$3.90 萬<0.1%00.0%不變–
CHRWC. H. Robinson Worldwide, Inc.COM NEW399$3.90 萬<0.1%00.0%不變歷史
LENLennar CorpCL A519$3.90 萬<0.1%+62+13.6%加碼歷史
SYYSysco CorpStock535$3.80 萬<0.1%+198+58.8%加碼歷史
MANHManhattan Associates IncStock281$3.80 萬<0.1%−253−47.4%減碼歷史
PECOPhillips Edison & Company, Inc.COMMON STOCK1,360$3.80 萬<0.1%−609−30.9%減碼歷史
SQMChemical & Mining Co of Chile IncSPON ADR SER B413$3.80 萬<0.1%+300+265.5%加碼歷史
SPDR Index Shs FDS78463X749ST DOW GLOBA ETF983$3.80 萬<0.1%+983新進–
BCRXBiocryst Pharmaceuticals IncCOM2,955$3.80 萬<0.1%00.0%不變歷史
AEISAdvanced Energy Industries IncCOM492$3.80 萬<0.1%+206+72.0%加碼歷史
MTDMettler Toledo International IncCOM35$3.80 萬<0.1%+25+250.0%加碼歷史
Victory Portfolios II92647N881VCSHS INTL HG DV1,508$3.80 萬<0.1%+25+1.7%加碼–
BHVNBiohaven Ltd.COM254$3.80 萬<0.1%−26−9.3%減碼歷史
Vanguard Ftse All-World Ex-US Index Fund922042775ETF838$3.70 萬<0.1%00.0%不變–
FISVFiserv IncStock401$3.70 萬<0.1%+153+61.7%加碼歷史
PTCPTC Inc.Stock358$3.70 萬<0.1%+336+1,527.3%加碼歷史
AAgilent Technologies, Inc.COM298$3.70 萬<0.1%+77+34.8%加碼歷史
OMFOneMain Holdings, Inc.COM1,248$3.70 萬<0.1%−476−27.6%減碼歷史
UCBUnited Community Banks IncCOM1,123$3.70 萬<0.1%00.0%不變歷史
IIPRInnovative Industrial Properties IncCOM418$3.70 萬<0.1%−7−1.6%減碼歷史
SANBanco Santander, S.A.ADR15,761$3.70 萬<0.1%−5,099−24.4%減碼歷史
HSBCHSBC Holdings PLCSPON ADR NEW1,428$3.70 萬<0.1%+622+77.2%加碼歷史
TWTRTwitter, Inc.COM824$3.70 萬<0.1%+334+68.2%加碼歷史
BNYBank of New York Mellon CorpStock948$3.60 萬<0.1%+668+238.6%加碼歷史
OLNOLIN CorpStock840$3.60 萬<0.1%+840新進歷史
TMETencent Music Entertainment GroupSPON ADS8,909$3.60 萬<0.1%−4,350−32.8%減碼歷史
CMBTCmb.tech NVSHS2,370$3.60 萬<0.1%00.0%不變歷史
SPGSimon Property Group Inc.REIT380$3.50 萬<0.1%−84−18.1%減碼歷史
KHCKraft Heinz CoStock1,026$3.50 萬<0.1%+425+70.7%加碼歷史
iShares Tr46435G102CONV BD ETF522$3.50 萬<0.1%−190−26.7%減碼–
GPIGroup 1 Automotive IncCOM243$3.50 萬<0.1%+109+81.3%加碼歷史
State Street Technology Select Sector SPDR ETF81369Y803ETF286$3.40 萬<0.1%00.0%不變–
ALKSAlkermes plc.SHS1,535$3.40 萬<0.1%+1,535新進歷史
SWKStanley Black & Decker, Inc.COM452$3.40 萬<0.1%+21+4.9%加碼歷史
HBANHuntington Bancshares IncCOM2,573$3.40 萬<0.1%+1,543+149.8%加碼歷史
LYBLyondellBasell Industries N.V.SHS - A -439$3.40 萬<0.1%−513−53.9%減碼歷史
J P Morgan Exchange Traded F46641Q159INCOME ETF768$3.40 萬<0.1%+450+141.5%加碼–
APOApollo Global Management, Inc.COM732$3.40 萬<0.1%00.0%不變歷史
LEALear CorpCOM NEW284$3.40 萬<0.1%+87+44.2%加碼歷史
ABNBAirbnb, Inc.Stock309$3.30 萬<0.1%+102+49.3%加碼歷史
iShares U S ETF Tr46431W598BLOOMBERG ROLL584$3.30 萬<0.1%+255+77.5%加碼–
SANMSanmina CorpCOM708$3.30 萬<0.1%−1,722−70.9%減碼歷史
WDFCWD 40 CoCOM190$3.30 萬<0.1%+140+280.0%加碼歷史
CAJPYCanon IncSPONSORED ADR1,530$3.30 萬<0.1%+1,366+832.9%加碼歷史
DREDuke Realty CorpCOM NEW696$3.30 萬<0.1%+315+82.7%加碼歷史
LBTYKLiberty Global Ltd.SHS CL C1,997$3.30 萬<0.1%−906−31.2%減碼歷史
HSYHershey CoCOM144$3.20 萬<0.1%+10+7.5%加碼歷史
DHTDHT Holdings, Inc.SHS NEW4,276$3.20 萬<0.1%+22+0.5%加碼歷史
NINisource Inc.COM1,248$3.20 萬<0.1%+808+183.6%加碼歷史
JHGJanus Henderson Group Ltd.ORD SHS1,595$3.20 萬<0.1%−670−29.6%減碼歷史
HMCHonda Motor Co LtdADR ECH CNV IN 31,481$3.20 萬<0.1%−3,070−67.5%減碼歷史
THSTreeHouse Foods, Inc.COM761$3.20 萬<0.1%+222+41.2%加碼歷史
VNTVontier CorpStock1,858$3.10 萬<0.1%−630−25.3%減碼歷史
AGOAssured Guaranty LtdCOM646$3.10 萬<0.1%+67+11.6%加碼歷史
iShares Tr464287689RUSSELL 3000 ETF148$3.10 萬<0.1%+148新進–
UMCUnited Microelectronics CorpSPON ADR NEW5,686$3.10 萬<0.1%−2,719−32.3%減碼歷史
SNXTD Synnex CorpCOM386$3.10 萬<0.1%+386新進歷史
PBFPBF Energy Inc.CL A879$3.10 萬<0.1%+33+3.9%加碼歷史
WPPWPP plcADR747$3.10 萬<0.1%−69−8.5%減碼歷史
DXCDXC Technology CoStock1,189$3.00 萬<0.1%−214−15.3%減碼歷史
BHPBHP Group LtdADR603$3.00 萬<0.1%−1,266−67.7%減碼歷史
Schwab U.S. Small-Cap ETF808524607ETF785$3.00 萬<0.1%+327+71.4%加碼–
WBDWarner Bros. Discovery, Inc.Stock2,666$3.00 萬<0.1%+1,262+89.9%加碼歷史
DOWDow Inc.Stock684$3.00 萬<0.1%−647−48.6%減碼歷史
iShares Core S&P U.S. Growth ETF464287671ETF371$3.00 萬<0.1%−139−27.3%減碼–
EWBCEast West Bancorp IncCOM451$3.00 萬<0.1%−53−10.5%減碼歷史
DOCHealthpeak Properties, Inc.COM1,294$3.00 萬<0.1%+945+270.8%加碼歷史
Invesco Exch Traded FD Tr II46138E727RAFI EMRGNG MRKT1,838$3.00 萬<0.1%+1,838新進–
WMSAdvanced Drainage Systems, Inc.COM240$3.00 萬<0.1%+240新進歷史
FITBFifth Third BancorpCOM939$3.00 萬<0.1%+651+226.0%加碼歷史
EGEverest Group, Ltd.COM114$3.00 萬<0.1%−140−55.1%減碼歷史
INCYIncyte CorpCOM444$3.00 萬<0.1%−648−59.3%減碼歷史
ENSGEnsign Group, IncCOM371$3.00 萬<0.1%+182+96.3%加碼歷史
Natura &CO Hldg S A63884N108ADS5,519$3.00 萬<0.1%+5,519新進–
SBRASabra Health Care REIT, Inc.REIT2,193$2.90 萬<0.1%+2,193新進歷史
MAINMain Street Capital CORPCEF863$2.90 萬<0.1%+11+1.3%加碼歷史
XYZBlock, Inc.CL A537$2.90 萬<0.1%−396−42.4%減碼歷史
ACAArcosa, Inc.COM501$2.90 萬<0.1%+97+24.0%加碼歷史
NOVNOV Inc.COM1,770$2.90 萬<0.1%−2,060−53.8%減碼歷史
iShares Tr464287622RUS 1000 ETF147$2.90 萬<0.1%+117+390.0%加碼–
AVTRAvantor, Inc.COM1,487$2.90 萬<0.1%+133+9.8%加碼歷史
Capital Group GBL Growth EQT14020X104SHS CREAT UNIT1,576$2.90 萬<0.1%+1,576新進–
RNSTRenasant CorpCOM914$2.90 萬<0.1%+670+274.6%加碼歷史
HWCHancock Whitney CorpCOM629$2.90 萬<0.1%+4+0.6%加碼歷史
DALDelta Air Lines, Inc.COM NEW1,028$2.90 萬<0.1%+623+153.8%加碼歷史
ETRNMidstream Co LLCCOM3,941$2.90 萬<0.1%−654−14.2%減碼歷史
WBAWalgreens Boots Alliance, Inc.COM915$2.90 萬<0.1%+680+289.4%加碼歷史
iShares Core MSCI Emerging Markets ETF46434G103ETF650$2.80 萬<0.1%−28−4.1%減碼–
VMRKVivmark ResidentialSH BEN INT410$2.80 萬<0.1%+305+290.5%加碼歷史
iShares Tr46432F388MSCI USA VALUE349$2.80 萬<0.1%−4−1.1%減碼–
PCARPaccar IncCOM334$2.80 萬<0.1%+17+5.4%加碼歷史
DBX ETF Tr233051432XTRACK USD HIGH863$2.80 萬<0.1%+323+59.8%加碼–
VCVisteon CorpCOM NEW259$2.80 萬<0.1%00.0%不變歷史
AITApplied Industrial Technologies IncCOM264$2.80 萬<0.1%−471−64.1%減碼歷史
INVEINVE Technologies, Inc.COM NEW2,195$2.80 萬<0.1%00.0%不變歷史
ZLABZai Lab LtdADR810$2.80 萬<0.1%+810新進歷史
Advisorshares Ranger Equity Bear ETF00768Y883CEF928$2.80 萬<0.1%+238+34.5%加碼–
DCIDonaldson Co IncStock561$2.70 萬<0.1%+561新進歷史
U.S. Global Jets ETF26922A842ETF1,804$2.70 萬<0.1%00.0%不變–

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