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Livermore
Livermore
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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
NGGNational Grid PLCSPONSORED ADR NE524$2.70 萬<0.1%+43+8.9%加碼歷史
STRAStrategic Education, Inc.COM446$2.70 萬<0.1%−16−3.5%減碼歷史
Nushares ETF Tr67092P888NUVEEN ESG EMRGN1,168$2.70 萬<0.1%+51+4.6%加碼–
NVMINova Ltd.COM316$2.70 萬<0.1%−28−8.1%減碼歷史
Tata MTRS Ltd876568502SPONSORED ADR1,107$2.70 萬<0.1%−18−1.6%減碼–
TGNATegna IncCOM1,267$2.70 萬<0.1%+1,267新進歷史
ONBOld National BancorpStock1,603$2.60 萬<0.1%+534+50.0%加碼歷史
ORealty Income CorpREIT460$2.60 萬<0.1%+154+50.3%加碼歷史
LNTHLantheus Holdings, Inc.Stock370$2.60 萬<0.1%−112−23.2%減碼歷史
MTRNMATERION CorpCOM322$2.60 萬<0.1%−19−5.6%減碼歷史
Capital Group Intl Focus EQT14019W109SHS CREAT UNIT1,408$2.60 萬<0.1%−1,574−52.8%減碼–
KMXCarMax IncCOM381$2.60 萬<0.1%+27+7.6%加碼歷史
SMFGSumitomo Mitsui Financial Group, Inc.SPONSORED ADR4,698$2.60 萬<0.1%+4,327+1,166.3%加碼歷史
CPBCAMPBELL'S CoCOM536$2.60 萬<0.1%+294+121.5%加碼歷史
WisdomTree Tr97717X701EUROPE HEDGED EQ410$2.60 萬<0.1%00.0%不變–
INGING Groep NVSPONSORED ADR3,095$2.60 萬<0.1%−4,430−58.9%減碼歷史
SBACSba Communications CorpCL A91$2.60 萬<0.1%+38+71.7%加碼歷史
Victory Portfolios II92647N873VCSHS US SMCP HG568$2.60 萬<0.1%+6+1.1%加碼–
LYGLloyds Banking Group plcSPONSORED ADR14,026$2.60 萬<0.1%+11,108+380.7%加碼歷史
ITRIItron, Inc.COM590$2.60 萬<0.1%−108−15.5%減碼歷史
RYNRayonier IncCOM883$2.60 萬<0.1%+436+97.5%加碼歷史
AVAVAeroVironment IncCOM316$2.60 萬<0.1%00.0%不變歷史
LNCLincoln National CorpCOM591$2.60 萬<0.1%+297+101.0%加碼歷史
SMBKSmartfinancial Inc.COM NEW1,038$2.60 萬<0.1%+38+3.8%加碼歷史
INNSummit Hotel Properties, Inc.COM3,840$2.60 萬<0.1%+143+3.9%加碼歷史
AELAmerican National Group Inc.COM690$2.60 萬<0.1%00.0%不變歷史
EMREmerson Electric CoStock343$2.50 萬<0.1%−124−26.6%減碼歷史
REZIResideo Technologies, Inc.Stock1,317$2.50 萬<0.1%+420+46.8%加碼歷史
CRSPCRISPR Therapeutics AGNAMEN AKT381$2.50 萬<0.1%+366+2,440.0%加碼歷史
HUBGHub Group, Inc.CL A362$2.50 萬<0.1%00.0%不變歷史
MFGMizuho Financial Group IncSPONSORED ADR11,050$2.50 萬<0.1%+10,131+1,102.4%加碼歷史
DRIDarden Restaurants IncCOM197$2.50 萬<0.1%+68+52.7%加碼歷史
PLXSPlexus CorpCOM285$2.50 萬<0.1%00.0%不變歷史
NXSTNexstar Media Group, Inc.COMMON STOCK146$2.50 萬<0.1%+146新進歷史
FHIFederated Hermes, Inc.CL B763$2.50 萬<0.1%−1,318−63.3%減碼歷史
NPKINPK International Inc.COM SHS10,000$2.50 萬<0.1%00.0%不變歷史
LNGCheniere Energy, Inc.COM NEW153$2.50 萬<0.1%+20+15.0%加碼歷史
ESEEsco Technologies IncCOM347$2.50 萬<0.1%+70+25.3%加碼歷史
IPInternational Paper CoCOM776$2.50 萬<0.1%+484+165.8%加碼歷史
HOPEHope Bancorp IncCOM1,968$2.50 萬<0.1%+466+31.0%加碼歷史
EMNEastman Chemical CoStock340$2.40 萬<0.1%+237+230.1%加碼歷史
CNICanadian National Railway CoStock220$2.40 萬<0.1%+18+8.9%加碼歷史
CMPCompass Minerals International IncStock623$2.40 萬<0.1%+623新進歷史
DTDynatrace, Inc.Stock678$2.40 萬<0.1%+628+1,256.0%加碼歷史
FULFuller H B CoStock404$2.40 萬<0.1%+72+21.7%加碼歷史
AXTAAxalta Coating Systems Ltd.COM1,149$2.40 萬<0.1%+38+3.4%加碼歷史
MACMacerich CoCOM3,059$2.40 萬<0.1%+2,034+198.4%加碼歷史
FBPFirst BancorpCOM NEW1,745$2.40 萬<0.1%00.0%不變歷史
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT191$2.40 萬<0.1%−41−17.7%減碼–
INVXInnovex International, Inc.COM1,239$2.40 萬<0.1%00.0%不變歷史
FASTFastenal CoStock488$2.30 萬<0.1%+73+17.6%加碼歷史
ECLEcolab Inc.Stock158$2.30 萬<0.1%−4−2.5%減碼歷史
ALBAlbemarle CorpStock88$2.30 萬<0.1%+74+528.6%加碼歷史
XRAYDentsply Sirona Inc.Stock811$2.30 萬<0.1%+180+28.5%加碼歷史
NWLNewell Brands Inc.Stock1,691$2.30 萬<0.1%+533+46.0%加碼歷史
ROGRogers CorpCOM92$2.30 萬<0.1%00.0%不變歷史
NWGNatWest Group plcSPONS ADR4,566$2.30 萬<0.1%+4,566新進歷史
SONYSony Group CorpSPONSORED ADR364$2.30 萬<0.1%+254+230.9%加碼歷史
UHSUniversal Health Services IncCL B254$2.30 萬<0.1%−316−55.4%減碼歷史
RCLRoyal Caribbean Cruises LtdCOM621$2.30 萬<0.1%+344+124.2%加碼歷史
ILMNIllumina, Inc.COM118$2.30 萬<0.1%+68+136.0%加碼歷史
ALGNAlign Technology IncCOM108$2.30 萬<0.1%+28+35.0%加碼歷史
AAWWAtlas Air Worldwide Holdings IncCOM NEW239$2.30 萬<0.1%−3−1.2%減碼歷史
EQCEQC Liquidating TrustCOM SH BEN INT938$2.30 萬<0.1%+938新進歷史
PRUPrudential Financial IncStock247$2.20 萬<0.1%−51−17.1%減碼歷史
ESEversource EnergyStock279$2.20 萬<0.1%+103+58.5%加碼歷史
TDToronto Dominion BankStock361$2.20 萬<0.1%+8+2.3%加碼歷史
FFIVF5, Inc.Stock151$2.20 萬<0.1%+144+2,057.1%加碼歷史
GPKGraphic Packaging Holding CoCOM1,096$2.20 萬<0.1%+1,096新進歷史
LUVSouthwest Airlines CoCOM729$2.20 萬<0.1%+12+1.7%加碼歷史
SPXCSPX Technologies, Inc.COM416$2.20 萬<0.1%+45+12.1%加碼歷史
EQNREquinor ASASPONSORED ADR646$2.20 萬<0.1%−1,659−72.0%減碼歷史
DINOHF Sinclair CorpCOM415$2.20 萬<0.1%−15−3.5%減碼歷史
AMXAmerica Movil SAB de CVSPON ADR L SHS1,306$2.20 萬<0.1%+223+20.6%加碼歷史
ARCHArch Resources, Inc.CL A188$2.20 萬<0.1%+188新進歷史
CMAComerica IncCOM312$2.20 萬<0.1%+12+4.0%加碼歷史
FTHYFirst Trust High Yield Opportunities 2027 Term FundCOM1,640$2.20 萬<0.1%00.0%不變歷史
TPHTri Pointe Homes, Inc.COM1,451$2.20 萬<0.1%+461+46.6%加碼歷史
T Rowe Price ETF Inc87283Q305PRICE GRW STOCK1,061$2.20 萬<0.1%−515−32.7%減碼–
EIXEdison InternationalStock375$2.10 萬<0.1%+278+286.6%加碼歷史
AESAES CorpStock943$2.10 萬<0.1%+803+573.6%加碼歷史
State Street Energy Select Sector SPDR ETF81369Y506ETF293$2.10 萬<0.1%+52+21.6%加碼–
PAYCPaycom Software, Inc.Stock63$2.10 萬<0.1%+60+2,000.0%加碼歷史
AINAlbany International CorpCL A258$2.10 萬<0.1%−662−72.0%減碼歷史
KRGKite Realty Group TrustCOM NEW1,257$2.10 萬<0.1%−122−8.8%減碼歷史
AVNTAvient CorpCOM686$2.10 萬<0.1%+72+11.7%加碼歷史
OKEONEOK IncCOM412$2.10 萬<0.1%+78+23.4%加碼歷史
PBAPembina Pipeline CorpCOM699$2.10 萬<0.1%00.0%不變歷史
PBHPrestige Consumer Healthcare Inc.COM435$2.10 萬<0.1%−1,187−73.2%減碼歷史
CRHCRH Public Ltd CoADR670$2.10 萬<0.1%+670新進歷史
DAYDayforce, Inc.COM384$2.10 萬<0.1%+278+262.3%加碼歷史
Copel-ADR20441B605ADR3,550$2.10 萬<0.1%+3,550新進–
CVETCovetrus, Inc.COM1,028$2.10 萬<0.1%+209+25.5%加碼歷史
MMPMagellan Midstream Partners, L.P.COM UNIT RP LP450$2.10 萬<0.1%00.0%不變歷史
Cyberark Software LtdM2682V108SHS141$2.10 萬<0.1%00.0%不變–
FYBRFrontier Communications Parent, Inc.COM915$2.10 萬<0.1%+915新進歷史
GNRCGenerac Holdings Inc.Stock108$2.00 萬<0.1%−262−70.8%減碼歷史
WELLWelltower Inc.REIT316$2.00 萬<0.1%+130+69.9%加碼歷史
KKellanovaStock292$2.00 萬<0.1%+208+247.6%加碼歷史
GDGeneral Dynamics CorpStock94$2.00 萬<0.1%+85+944.4%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