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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
最新申報
2026/7/24

2022 年第 4 季持倉

持倉截至 2022/12/31，2023/2/9 申報。只含多頭部位，變化是跟 2022 年第 3 季比股數。

機構總覽
持股檔數
2,302
較 2022 年第 3 季 +264
總值
$6.60 億
較 2022 年第 3 季 +$2.24 億 (+51.2%)
申報日
2023/2/9
SEC
EverSource Wealth Advisors, LLC 在 2022 年第 4 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
Mobile Telesystems PJSC607409109SPONSORED ADR424$00.0%00.0%不變–
ALRAlerisLife Inc.COM NEW1$1<0.1%+1新進歷史
Hexo Corp428304406COM1$1<0.1%+1新進–
AQBAquabounty Technologies IncCOM NEW3$2<0.1%+3新進歷史
IZEAIZEA Worldwide, Inc.COM7$4<0.1%00.0%不變歷史
SWNSouthwestern Energy CoCOM1$6<0.1%00.0%不變歷史
ARK ETF Tr00214Q203AUTNMUS TECHNLGY0$9<0.1%0新進–
T Rowe Price ETF Inc87283Q305PRICE GRW STOCK0$10<0.1%−1,061−100.0%減碼–
IG Acquisition Corp.449534114*W EXP 10/05/202500$13<0.1%+500新進–
DHCDiversified Healthcare TrustCOM SH BEN INT23$15<0.1%+23新進歷史
LELands' End, Inc.COM3$23<0.1%00.0%不變歷史
TCRTAlaunos Therapeutics, Inc.COM40$26<0.1%+40新進歷史
BRCCBRC Inc.COM CL A5$31<0.1%00.0%不變歷史
VLTAVolta Inc.COM CL A100$36<0.1%00.0%不變歷史
IDEXIdeanomics, Inc.COM225$37<0.1%00.0%不變歷史
MGFAberdeen Government Markets Income FundSH BEN INT12$40<0.1%00.0%不變歷史
Ginkgo Bioworks Holdings, Inc.37611X118*W EXP 08/01/202200$40<0.1%+200新進–
Offerpad Solutions Inc.67623L117*W EXP 10/16/2021,800$41<0.1%+1,800新進–
ProShares Tr74347X633ULTRA FNCLS NEW1$46<0.1%+1新進–
ZOMDFZomedica Corp.COM300$49<0.1%00.0%不變歷史
BYNDBeyond Meat, Inc.COM5$62<0.1%00.0%不變歷史
The Very Good Food Co Inc Cad88340B109Common Stock1,000$69<0.1%00.0%不變–
CNVSCineverse Corp.COM NEW200$78<0.1%00.0%不變歷史
DSLDoubleLine Income Solutions FundCOM8$89<0.1%00.0%不變歷史
NPFDNuveen Variable Rate Preferred & Income FundCOM6$105<0.1%00.0%不變歷史
DMKDMK Pharmaceuticals CorpCOM NEW620$105<0.1%+620新進歷史
JPCNuveen Preferred & Income Opportunities FundCOM16$116<0.1%00.0%不變歷史
NHSNeuberger High Yield Strategies Fund Inc.COM15$128<0.1%00.0%不變歷史
VGIVirtus Global Multi-Sector Income FundCOM17$132<0.1%00.0%不變歷史
LDPCohen & Steers Ltd Duration Preferred & Income Fund, Inc.COM7$133<0.1%00.0%不變歷史
AIVApartment Investment & Management CoCL A19$135<0.1%00.0%不變歷史
CPSHCPS Technologies CorpCOM50$135<0.1%00.0%不變歷史
RLTYCohen & Steers Real Estate Opportunities & Income FundSHS BENFIN INT10$135<0.1%00.0%不變歷史
FCELFuelcell Energy IncCOM50$139<0.1%00.0%不變歷史
NSLNuveen Senior Income FundCOM31$142<0.1%00.0%不變歷史
BNGOBionano Genomics, Inc.COM100$146<0.1%00.0%不變歷史
FLNAFilana Therapeutics, Inc.COM5$148<0.1%00.0%不變歷史
FTFFranklin Ltd Duration Income TrustCOM26$161<0.1%00.0%不變歷史
ESRTEmpire State Realty Trust, Inc.CL A24$162<0.1%00.0%不變歷史
Ivy High Income Opportunitie465893105COM15$164<0.1%00.0%不變–
TBHCBrand House Collective, Inc.COM50$165<0.1%00.0%不變歷史
MATVMativ Holdings, Inc.COM8$167<0.1%−763−99.0%減碼歷史
WKHSWorkhorse Group Inc.COM NEW111$169<0.1%00.0%不變歷史
OESXOrion Energy Systems, Inc.COM100$182<0.1%+100新進歷史
RNPCohen & Steers REIT & Preferred & Income Fund IncCOM9$183<0.1%00.0%不變歷史
WIAWestern Asset Inflation-Linked Income FundCOM SH BEN INT22$189<0.1%00.0%不變歷史
Dimensional Emerging Core Equity Market ETF25434V302ETF9$199<0.1%+3+50.0%加碼–
PCNPIMCO Corporate & Income Strategy FundCOM17$201<0.1%+17新進歷史
SENSSenseonics Holdings, Inc.COM200$206<0.1%00.0%不變歷史
NIEVirtus Equity & Convertible Income FundCOM12$219<0.1%00.0%不變歷史
BGRBlackRock Energy & Resources TrustCOM19$238<0.1%00.0%不變歷史
CRNTCeragon Networks LtdStock125$239<0.1%00.0%不變歷史
HSICHenry Schein IncCOM3$240<0.1%00.0%不變歷史
Dimensional ETF Trust25434V104US CORE EQT MKT9$244<0.1%00.0%不變–
SDHYPGIM Short Duration High Yield Opportunities FundCOM18$264<0.1%00.0%不變歷史
NTRSNorthern Trust CorpCOM3$265<0.1%−57−95.0%減碼歷史
Direxion Shares ETF Trust25460G609DAI ENE BUL ETF4$266<0.1%00.0%不變–
IGAVoya Global Advantage & Premium Opportunity FundCOM31$270<0.1%00.0%不變歷史
HCATHealth Catalyst, Inc.COM26$276<0.1%+26新進歷史
VYXNCR Voyix CorpCOM12$281<0.1%−152−92.7%減碼歷史
TRNOTerreno Realty CorpCOM5$284<0.1%00.0%不變歷史
AGDabrdn Global Dynamic Dividend FundCOM30$284<0.1%00.0%不變歷史
Pacer FDS Tr69374H741DATA AND INFRAST10$290<0.1%00.0%不變–
ETF Managers Tr26924G508ETFMG ALTR HRVST70$298<0.1%00.0%不變–
NGLNGL Energy Partners LPCOM UNIT REPST250$303<0.1%00.0%不變歷史
TECHBIO-TECHNE CorpCOM4$332<0.1%00.0%不變依 4 比 1 拆股換算歷史
AFTApollo Senior Floating Rate Fund Inc.COM27$333<0.1%00.0%不變歷史
AJRDAerojet Rocketdyne Holdings, Inc.COM6$336<0.1%00.0%不變歷史
MBCMasterBrand, Inc.COMMON STOCK45$340<0.1%+45新進歷史
DRRXDurect CorpCOM NEW100$346<0.1%00.0%不變依 1 比 10 拆股換算歷史
NPCTNuveen Core Plus Impact FundCOM BEN INT34$352<0.1%00.0%不變歷史
KMFKayne Anderson NextGen Energy & Infrastructure, Inc.COM52$391<0.1%00.0%不變歷史
WWRWestwater Resources, Inc.COM NEW500$395<0.1%00.0%不變歷史
ARK Blockchain & Fintech Innovation ETF00214Q708ETF28$400<0.1%00.0%不變–
PKPark Hotels & Resorts Inc.COM34$401<0.1%00.0%不變歷史
TDCTeradata CorpStock12$404<0.1%00.0%不變歷史
NVCRNovoCure LtdORD SHS6$440<0.1%−6−50.0%減碼歷史
Grindrod Shipping Holdings LY28895103SHS24$449<0.1%+24新進–
JGHNuveen Global High Income FundSHS40$450<0.1%00.0%不變歷史
TNDMTandem Diabetes Care IncCOM NEW10$450<0.1%−10−50.0%減碼歷史
ATKRAtkore Inc.COM4$454<0.1%+4新進歷史
KKR and Co Inc 6 McOnv PFD C48251W401CONVERTIBLE PREFERRED STOCK8$458<0.1%00.0%不變–
INDOIndonesia Energy Corp LtdORD SHS99$461<0.1%+99新進歷史
NATINational Instruments CorpCOM13$480<0.1%+13新進歷史
CAMTCamtek LtdORD22$483<0.1%+22新進歷史
WOLFWolfspeed, Inc.Stock7$483<0.1%−4−36.4%減碼歷史
FLNGFlex LNG Ltd.SHS15$490<0.1%+15新進歷史
RHPRyman Hospitality Properties, Inc.COM6$491<0.1%00.0%不變歷史
Sierra Wireless Inc826516106COM17$493<0.1%+17新進–
ASAIYSendas Distributor S.A.SPON ADS27$494<0.1%+27新進歷史
ELFe.l.f. Beauty, Inc.COM9$498<0.1%+9新進歷史
ESEAEuroseas Ltd.SHS27$498<0.1%+27新進歷史
CPACopa Holdings, S.A.CL A6$499<0.1%+6新進歷史
CVLTCommvault Systems IncCOM8$503<0.1%+8新進歷史
GAMGeneral American Investors Co IncCOM14$506<0.1%00.0%不變歷史
VIRVir Biotechnology, Inc.COM20$506<0.1%+20新進歷史
SGMLSigma Lithium CorpStock18$508<0.1%+18新進歷史
KNOPKNOT Offshore Partners LPCOM UNITS53$510<0.1%+53新進歷史
VETVermilion Energy Inc.COM29$513<0.1%+29新進歷史
RDNRadian Group IncCOM27$515<0.1%−131−82.9%減碼歷史

2022 年第 3 季之後清倉（178 檔）

2022 年第 3 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 178 檔。

EverSource Wealth Advisors, LLC 在 2022 年第 3 季之後清倉的部位
證券類別2022 年第 3 季股數2022 年第 3 季市值2022 年第 3 季佔組合 %紀錄
iShares U S ETF Tr46431W507SHOR DURA BD ETF111,163$547.6 萬1.3%–
iShares Tr46429B655FLTG RATE NT ETF6,615$33.3 萬0.1%–
IBTXIndependent Bank Group, Inc.COM1,864$11.5 萬<0.1%歷史
Legg Mason ETF Invt524682200CLEARBRIDGE LRG2,557$10.2 萬<0.1%–
MGEEMge Energy IncCOM1,291$8.50 萬<0.1%歷史
ALRMAlarm.com Holdings, Inc.COM1,110$7.20 萬<0.1%歷史
CBRLCracker Barrel Old Country Store, IncCOM747$6.90 萬<0.1%歷史
BAMBrookfield Asset Management Ltd.CL A LTD VT SH1,632$6.60 萬<0.1%歷史
OGSONE Gas, Inc.COM911$6.40 萬<0.1%歷史
ESNTEssent Group Ltd.COM1,832$6.40 萬<0.1%歷史
TXNMTXNM Energy IncCOM1,396$6.40 萬<0.1%歷史
Tricon Residential Inc Com NPV89612W102COM5,726$5.00 萬<0.1%–
STAAStaar Surgical CoCOM PAR $0.01579$4.10 萬<0.1%歷史
LULufax Holding LtdADS REP SHS CL A15,613$4.00 萬<0.1%歷史
BHVNBiohaven Ltd.COM254$3.80 萬<0.1%歷史
TWTRTwitter, Inc.COM824$3.70 萬<0.1%歷史
CMBTCmb.tech NVSHS2,370$3.60 萬<0.1%歷史
ALKSAlkermes plc.SHS1,535$3.40 萬<0.1%歷史
WDFCWD 40 CoCOM190$3.30 萬<0.1%歷史
DREDuke Realty CorpCOM NEW696$3.30 萬<0.1%歷史
DHTDHT Holdings, Inc.SHS NEW4,276$3.20 萬<0.1%歷史
Invesco Exch Traded FD Tr II46138E727RAFI EMRGNG MRKT1,838$3.00 萬<0.1%–
ZLABZai Lab LtdADR810$2.80 萬<0.1%歷史
DTDynatrace, Inc.Stock678$2.40 萬<0.1%歷史
ROGRogers CorpCOM92$2.30 萬<0.1%歷史
AVNTAvient CorpCOM686$2.10 萬<0.1%歷史
CVETCovetrus, Inc.COM1,028$2.10 萬<0.1%歷史
FYBRFrontier Communications Parent, Inc.COM915$2.10 萬<0.1%歷史
OLEDUniversal Display CorpCOM214$2.00 萬<0.1%歷史
HMNHorace Mann Educators CorpCOM518$1.90 萬<0.1%歷史
ESTCElastic N.V.ORD SHS250$1.80 萬<0.1%歷史
Invesco Exchange Traded FD T46137V597RAFI US 1500119$1.70 萬<0.1%–
DAVAEndava plcADS206$1.70 萬<0.1%歷史
OTTROtter Tail CorpCOM221$1.40 萬<0.1%歷史
CTXSCitrix Systems IncCOM130$1.40 萬<0.1%歷史
PBR.APetrobras - Petroleo Brasileiro SASP ADR NON VTG1,180$1.30 萬<0.1%歷史
VIPSVipshop Holdings LtdSPONSORED ADS A1,508$1.30 萬<0.1%歷史
Northern LTS FD Tr IV66538H179MAIN BUYWRITE989$1.20 萬<0.1%–
HNGRHanger, Inc.COM NEW601$1.20 萬<0.1%歷史
First Tr Exchange Traded FD33738R118NASD TECH DIV250$1.10 萬<0.1%–
ALTRAltair Engineering Inc.COM CL A250$1.10 萬<0.1%歷史
BOXBox IncCL A403$1.00 萬<0.1%歷史
BKUBankUnited, Inc.COM289$1.00 萬<0.1%歷史
MSMMSC Industrial Direct Co IncCL A134$1.00 萬<0.1%歷史
PRAProassurance CorpCOM470$9,000<0.1%歷史
SUMOSumo Logic, Inc.COM1,174$9,000<0.1%歷史
Vanguard Utilities ETF92204A876ETF46$7,000<0.1%–
IRMIron Mountain IncCOM150$7,000<0.1%歷史
KMTKennametal IncCOM318$7,000<0.1%歷史
AMCXAMC Global Media Inc.CL A372$7,000<0.1%歷史
PRAAPra Group IncCOM227$7,000<0.1%歷史
ELMEElme CommunitiesSH BEN INT372$7,000<0.1%歷史
PCRXPacira BioSciences, Inc.COM128$7,000<0.1%歷史
FAROFaro Technologies IncCOM258$7,000<0.1%歷史
Adamas Trust, Inc.649604501COM PAR $.022,872$7,000<0.1%–
Healthpeak Properties, Inc.71943U104COM480$7,000<0.1%–
Amplify Blockchain Technology ETF032108607ETF346$6,000<0.1%–
SONOSonos IncCOM388$6,000<0.1%歷史
PAGSPagSeguro Digital Ltd.COM CL A440$6,000<0.1%歷史
PMTPennyMac Mortgage Investment TrustCOM506$6,000<0.1%歷史
NVAXNovavax IncCOM NEW339$6,000<0.1%歷史
J P Morgan Exchange-Traded F46641Q738BETBULD MSCI81$6,000<0.1%–
KAMNKAMAN CorpCOM208$6,000<0.1%歷史
TELFYTelefonica S ASPONSORED ADR1,940$6,000<0.1%歷史
PIIPolaris Inc.Stock50$5,000<0.1%歷史
GNLGlobal Net Lease, Inc.COM NEW486$5,000<0.1%歷史
HRHealthcare Realty Trust IncCL A COM240$5,000<0.1%歷史
NTBBank of N.T. Butterfield & Son LtdSHS NEW153$5,000<0.1%歷史
CMCanadian Imperial Bank of CommerceCOM106$5,000<0.1%歷史
NOKNokia CorpSPONSORED ADR1,253$5,000<0.1%歷史
LBRDKLiberty Broadband CorpCOM SER C65$5,000<0.1%歷史
BRKLBrookline Bancorp IncCOM462$5,000<0.1%歷史
DEAEasterly Government Properties, Inc.COM347$5,000<0.1%歷史
FLICFirst of Long Island CorpCOM310$5,000<0.1%歷史
FDSFactset Research Systems IncStock10$4,000<0.1%歷史
GIIIG III Apparel Group LtdCOM329$4,000<0.1%歷史
DNNDenison Mines Corp.COM3,030$4,000<0.1%歷史
MPAAMotorcar Parts of America IncCOM236$4,000<0.1%歷史
COLMColumbia Sportswear CoCOM65$4,000<0.1%歷史
KODKEastman Kodak CoCOM NEW911$4,000<0.1%歷史
OCULOcular Therapeutix, IncCOM906$4,000<0.1%歷史
LONALeonaBio, Inc.COM1,382$4,000<0.1%歷史
HAHawaiian Holdings IncCOM311$4,000<0.1%歷史
MODVModivCare IncCOM41$4,000<0.1%歷史
SPNESeaSpine Holdings CorpCOM683$4,000<0.1%歷史
Tenneco Inc880349105CL A VTG COM STK250$4,000<0.1%–
MYRGMyr Group Inc.COM40$3,000<0.1%歷史
CENXCentury Aluminum CoCOM534$3,000<0.1%歷史
TDSTelephone & Data Systems IncCOM NEW235$3,000<0.1%歷史
THRMGentherm IncCOM54$3,000<0.1%歷史
AORTArtivion, Inc.COM183$3,000<0.1%歷史
CRICarters IncCOM48$3,000<0.1%歷史
OSISOsi Systems IncCOM37$3,000<0.1%歷史
CBUCommunity Financial System, Inc.COM44$3,000<0.1%歷史
STCStewart Information Services CorpCOM64$3,000<0.1%歷史
PRLBProto Labs IncCOM86$3,000<0.1%歷史
GPMTGranite Point Mortgage Trust Inc.COM STK421$3,000<0.1%歷史
BBDBank BradescoSP ADR PFD NEW711$3,000<0.1%歷史
AHRTAH Realty Trust, Inc.COM342$3,000<0.1%歷史
CFFNCapitol Federal Financial, Inc.COM375$3,000<0.1%歷史