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Livermore
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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
TMETencent Music Entertainment GroupSPON ADS1,312$1.09 萬<0.1%−7,597−85.3%減碼歷史
MDRXVeradigm Inc.COM616$1.09 萬<0.1%+115+23.0%加碼歷史
CVECenovus Energy Inc.COM561$1.09 萬<0.1%−146−20.7%減碼歷史
TWKSThoughtworks Holding, Inc.COM1,070$1.09 萬<0.1%+1,070新進歷史
FEFirstenergy CorpCOM260$1.09 萬<0.1%−5−1.9%減碼歷史
ADUSAddus HomeCare CorpCOM110$1.09 萬<0.1%00.0%不變歷史
GPIGroup 1 Automotive IncCOM61$1.10 萬<0.1%−182−74.9%減碼歷史
UNFIUnited Natural Foods IncCOM285$1.10 萬<0.1%00.0%不變歷史
CSGPCostar Group, Inc.COM143$1.11 萬<0.1%−28−16.4%減碼歷史
UAAUnder Armour, Inc.Stock1,088$1.11 萬<0.1%+1,088新進歷史
HLLYHolley Inc.COM5,249$1.11 萬<0.1%+5,249新進歷史
ATIAti IncStock374$1.12 萬<0.1%−73−16.3%減碼歷史
Timothy Plan887432334INTL ETF481$1.12 萬<0.1%00.0%不變–
HSTHost Hotels & Resorts, Inc.COM700$1.12 萬<0.1%−34−4.6%減碼歷史
BALLBALL CorpCOM220$1.13 萬<0.1%−26−10.6%減碼歷史
HPHelmerich & Payne, Inc.COM227$1.13 萬<0.1%−71−23.8%減碼歷史
FIVNFive9, Inc.COM166$1.13 萬<0.1%+117+238.8%加碼歷史
iShares Tr46435U853BROAD USD HIGH327$1.13 萬<0.1%00.0%不變–
DEIDouglas Emmett IncCOM724$1.14 萬<0.1%+586+424.6%加碼歷史
ROCKGibraltar Industries, Inc.COM248$1.14 萬<0.1%00.0%不變歷史
HAINHain Celestial Group IncCOM707$1.14 萬<0.1%+707新進歷史
NMFCNew Mountain Finance CorpCOM925$1.14 萬<0.1%+925新進歷史
BVNBuenaventura Mining Co IncSPONSORED ADR1,539$1.15 萬<0.1%00.0%不變歷史
HASHasbro, Inc.COM188$1.15 萬<0.1%+188新進歷史
FFBCFirst Financial BancorpCOM474$1.15 萬<0.1%−65−12.1%減碼歷史
TPRTapestry, Inc.COM302$1.15 萬<0.1%+167+123.7%加碼歷史
WIXWix.com Ltd.SHS150$1.15 萬<0.1%−57−27.5%減碼歷史
Invesco DB Multi-Sector Comm46140H601GOLD FD227$1.15 萬<0.1%00.0%不變–
BENFranklin Templeton IncCOM439$1.16 萬<0.1%−3,044−87.4%減碼歷史
BRBSBlue Ridge Bankshares, Inc.COM931$1.16 萬<0.1%00.0%不變歷史
ZIONZions Bancorporation, National AssociationCOM237$1.17 萬<0.1%−35−12.9%減碼歷史
SFStifel Financial CorpCOM201$1.17 萬<0.1%+201新進歷史
LPLLG Display Co., Ltd.SPONS ADR REP2,368$1.17 萬<0.1%+2,098+777.0%加碼歷史
AAONAaon, Inc.COM PAR $0.004156$1.18 萬<0.1%00.0%不變歷史
State Street Consumer Discretionary Select Sector SPDR ETF81369Y407ETF91$1.18 萬<0.1%+91新進–
ANDEAndersons, Inc.COM336$1.18 萬<0.1%00.0%不變歷史
CSLCarlisle Companies IncCOM50$1.18 萬<0.1%00.0%不變歷史
Invesco Exch Traded FD Tr II46138G631NASDAQNXTGEN100495$1.18 萬<0.1%−302−37.9%減碼–
ODPODP CorpCOM261$1.19 萬<0.1%−2−0.8%減碼歷史
TWSTTwist Bioscience CorpCOM500$1.19 萬<0.1%00.0%不變歷史
Simplify Exchange Traded Fun82889N699MANAGED FUTURES459$1.19 萬<0.1%+459新進–
PLUSEplus IncCOM270$1.20 萬<0.1%00.0%不變歷史
FOXFox CorpCL B COM423$1.21 萬<0.1%−175−29.3%減碼歷史
MODModine Manufacturing CoCOM607$1.21 萬<0.1%00.0%不變歷史
CENTACentral Garden & Pet CoCL A NON-VTG340$1.22 萬<0.1%+210+161.5%加碼歷史
ALEXAlexander & Baldwin, Inc.COM654$1.23 萬<0.1%−81−11.0%減碼歷史
AMNAmn Healthcare Services IncCOM120$1.23 萬<0.1%+5+4.3%加碼歷史
XPROExpro LtdCOM681$1.23 萬<0.1%00.0%不變歷史
PLUGPlug Power IncStock1,002$1.24 萬<0.1%+822+456.7%加碼歷史
IXOrix CorpSPONSORED ADR154$1.24 萬<0.1%−125−44.8%減碼歷史
iShares Inc464286392MSCI WORLD ETF114$1.25 萬<0.1%+114新進–
ARGXArgenx SESPONSORED ADR33$1.25 萬<0.1%−7−17.5%減碼歷史
MKCMcCormick & Co IncStock151$1.25 萬<0.1%−42−21.8%減碼歷史
VPGVishay Precision Group, Inc.COM324$1.25 萬<0.1%+75+30.1%加碼歷史
QTWOQ2 Holdings, Inc.COM467$1.25 萬<0.1%+467新進歷史
BIDUBaidu, Inc.ADR110$1.26 萬<0.1%−410−78.8%減碼歷史
EVRGEvergy, Inc.Stock200$1.26 萬<0.1%+61+43.9%加碼歷史
SPDR Series Trust78468R804ST STR R1K LOWV93$1.26 萬<0.1%+93新進–
WYNNWynn Resorts LtdCOM153$1.26 萬<0.1%+54+54.5%加碼歷史
EFOREverforth IncCOM155$1.26 萬<0.1%+155新進歷史
DNOWDNOW Inc.COM995$1.26 萬<0.1%−50−4.8%減碼歷史
HIIHuntington Ingalls Industries, Inc.COM55$1.27 萬<0.1%−8−12.7%減碼歷史
ProShares Bitcoin ETF74347G440ETF1,217$1.27 萬<0.1%+395+48.1%加碼–
TTWOTake Two Interactive Software IncCOM122$1.27 萬<0.1%−13−9.6%減碼歷史
HOLXHologic IncCOM170$1.27 萬<0.1%−6−3.4%減碼歷史
AALAmerican Airlines Group Inc.Stock1,000$1.27 萬<0.1%00.0%不變歷史
DNBDun & Bradstreet Holdings, Inc.COM1,041$1.28 萬<0.1%+1,041新進歷史
Schwab U.S. Mid-Cap ETF808524508ETF195$1.28 萬<0.1%+195新進–
MLMMartin Marietta Materials IncCOM38$1.28 萬<0.1%−13−25.5%減碼歷史
STESTERIS plcSHS USD70$1.29 萬<0.1%+14+25.0%加碼歷史
PCGPG&E CorpStock796$1.29 萬<0.1%+638+403.8%加碼歷史
NEOGNeogen CorpCOM851$1.30 萬<0.1%+436+105.1%加碼歷史
EXPEExpedia Group, Inc.Stock148$1.30 萬<0.1%−10−6.3%減碼歷史
ALGTAllegiant Travel COCOM191$1.30 萬<0.1%+81+73.6%加碼歷史
State Street Real Estate Select Sector SPDR ETF81369Y860ETF355$1.31 萬<0.1%+355新進–
SWKSSkyworks Solutions, Inc.Stock144$1.31 萬<0.1%−908−86.3%減碼歷史
Nushares ETF Tr67092P854ESG HI TLD CRP649$1.31 萬<0.1%−1,951−75.0%減碼–
PHMPultegroup IncCOM290$1.32 萬<0.1%+224+339.4%加碼歷史
OFGOfg BancorpCOM480$1.32 萬<0.1%00.0%不變歷史
EYENational Vision Holdings, Inc.COM342$1.33 萬<0.1%00.0%不變歷史
CECelanese CorpStock130$1.33 萬<0.1%+8+6.6%加碼歷史
SIGISelective Insurance Group IncCOM150$1.33 萬<0.1%+150新進歷史
HCCWarrior Met Coal, Inc.COM384$1.33 萬<0.1%00.0%不變歷史
NCZVirtus Convertible & Income Fund IICOM4,632$1.33 萬<0.1%+4,300+1,295.2%加碼歷史
PENNPENN Entertainment, Inc.COM450$1.34 萬<0.1%+450新進歷史
RPT Realty74971D101SH BEN INT1,341$1.35 萬<0.1%+1,095+445.1%加碼–
APPSDigital Turbine, Inc.COM NEW885$1.35 萬<0.1%+885新進歷史
Timothy Plan887432359US LRGMD CP CORE403$1.35 萬<0.1%+219+119.0%加碼–
VOYAVoya Financial, Inc.COM220$1.35 萬<0.1%00.0%不變歷史
MATMattel IncCOM759$1.35 萬<0.1%+249+48.8%加碼歷史
HRLHormel Foods CorpCOM298$1.36 萬<0.1%00.0%不變歷史
JRSNuveen Real Estate Income FundCOM1,800$1.36 萬<0.1%+1,800新進歷史
VREVeris Residential, Inc.COM856$1.36 萬<0.1%−462−35.1%減碼歷史
TMHCTaylor Morrison Home CorpCOM450$1.37 萬<0.1%+450新進歷史
Vanguard Malvern FDS922020805STRM INFPROIDX293$1.37 萬<0.1%−33−10.1%減碼–
LAMRLamar Advertising CoREIT145$1.37 萬<0.1%+96+195.9%加碼歷史
RIVNRivian Automotive, Inc.Stock743$1.37 萬<0.1%+564+315.1%加碼歷史
MHKMohawk Industries IncCOM134$1.37 萬<0.1%−17−11.3%減碼歷史
IEXIdex CorpCOM60$1.37 萬<0.1%−5−7.7%減碼歷史
HSBCHSBC Holdings PLCSPON ADR NEW443$1.38 萬<0.1%−985−69.0%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