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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
GSLGlobal Ship Lease, Inc.COM CL A31$516<0.1%+31新進歷史
MFCManulife Financial CorpCOM29$517<0.1%−110−79.1%減碼歷史
URGUr-Energy IncCOM450$518<0.1%+450新進歷史
SBLKStar Bulk Carriers Corp.SHS PAR27$519<0.1%+27新進歷史
Ci Finl Corp125491100COM52$519<0.1%+52新進–
MTGMgic Investment CorpCOM40$520<0.1%+40新進歷史
Copel-ADR20441B605ADR73$525<0.1%−3,477−97.9%減碼–
DACDanaos CorpSHS10$527<0.1%+10新進歷史
SSDSimpson Manufacturing Co., Inc.COM6$532<0.1%+6新進歷史
DSXDiana Shipping Inc.COM137$534<0.1%+137新進歷史
BGYBlackRock Enhanced International Dividend TrustCOM BENE INTER107$537<0.1%00.0%不變歷史
STNGScorpio Tankers Inc.SHS10$538<0.1%+10新進歷史
OLOOlo Inc.CL A86$538<0.1%+86新進歷史
UEUrban Edge PropertiesCOM39$550<0.1%00.0%不變歷史
SYNHSyneos Health, Inc.CL A15$550<0.1%−147−90.7%減碼歷史
BDX 6 06/01/23 Pfd075887406CONVERTIBLE PREFERRED STOCK11$551<0.1%00.0%不變–
GasLog Partners LPY2687W108UNIT LTD PTNRP83$553<0.1%+83新進–
USEAUnited Maritime CorpCOM126$554<0.1%+126新進歷史
RMTRoyce Micro-Cap Trust, Inc.COM64$556<0.1%00.0%不變歷史
HIMXHimax Technologies, Inc.SPONSORED ADR90$559<0.1%+90新進歷史
TUYATuya Inc.SPONSERED ADS300$573<0.1%+300新進歷史
Dimensional ETF Trust25434V203INTL CORE EQT MK23$578<0.1%+7+43.8%加碼–
HOGHarley-Davidson, Inc.COM14$582<0.1%00.0%不變歷史
SIMOSilicon Motion Technology CORPSPONSORED ADR9$585<0.1%+9新進歷史
iShares Tr464289420RUS TP200 VL ETF9$585<0.1%−1,818−99.5%減碼–
NEXANexa Resources S.A.COM98$591<0.1%+98新進歷史
BRF SA10552T107SPONSORED ADR376$594<0.1%+376新進–
VRRMVerra Mobility CorpCL A COM STK44$609<0.1%−104−70.3%減碼歷史
ARK ETF Tr00214Q807SPACE & DEFENSE50$620<0.1%00.0%不變–
JXNJackson Financial Inc.COM CL A18$626<0.1%−474−96.3%減碼歷史
ICUIIcu Medical IncCOM4$630<0.1%−51−92.7%減碼歷史
NCVVirtus Convertible & Income FundCOM187$636<0.1%00.0%不變歷史
OPPRiverNorth/DoubleLine Strategic Opportunity Fund, Inc.COM74$642<0.1%00.0%不變歷史
MEGINYLI CBRE Global Infrastructure Megatrends Term FundCOM47$642<0.1%00.0%不變歷史
VSHVishay Intertechnology IncCOM30$647<0.1%+30新進歷史
COLDAmericold Realty TrustCOM23$651<0.1%00.0%不變歷史
JPMorgan Chase & Co46625H365ALERIAN ML ETN30$653<0.1%00.0%不變–
MGMMGM Resorts InternationalStock20$671<0.1%−69−77.5%減碼歷史
RUNSunrun Inc.COM28$673<0.1%00.0%不變歷史
CMAXCareMax, Inc.COM CL A186$679<0.1%+186新進歷史
VNDAVanda Pharmaceuticals Inc.COM92$680<0.1%00.0%不變歷史
MCIBarings Corporate InvestorsCOM49$684<0.1%−769−94.0%減碼歷史
CIBGrupo Cibest S.A.SPON ADR PREF24$685<0.1%+24新進歷史
TEITempleton Emerging Markets Income FundCOM125$686<0.1%00.0%不變歷史
iShares Inc464286103MSCI AUST ETF31$689<0.1%+31新進–
TFIITFI International Inc.COM7$702<0.1%00.0%不變歷史
AKBAAkebia Therapeutics, Inc.COM1,250$721<0.1%00.0%不變歷史
AIFApollo Tactical Income Fund Inc.COM60$727<0.1%00.0%不變歷史
TENTsakos Energy Navigation LtdSHS43$728<0.1%+43新進歷史
VISTVista Energy, S.A.B. de C.V.SPONSORED ADS47$736<0.1%+47新進歷史
EPACEnerpac Tool Group CorpCL A COM29$738<0.1%00.0%不變歷史
OMCLOmnicell, Inc.COM15$756<0.1%00.0%不變歷史
iShares Tr46435G334MSCI UK ETF NEW25$767<0.1%+25新進–
HRBH&R Block IncCOM21$767<0.1%00.0%不變歷史
Jacob FDS Inc469785703FORWARD ETF100$774<0.1%00.0%不變–
JBGSJBG Smith PropertiesCOM41$778<0.1%00.0%不變歷史
TBRGTruBridge, Inc.COM29$789<0.1%00.0%不變歷史
CALYCallaway Golf CoCOM40$790<0.1%+40新進歷史
RBARB Global Inc.COM14$810<0.1%00.0%不變歷史
PJTPJT Partners Inc.COM CL A11$811<0.1%+11新進歷史
HDBHDFC Bank LtdSPONSORED ADS12$821<0.1%00.0%不變歷史
IGDVoya GLOBAL EQUITY DIVIDEND & PREMIUM OPPORTUNITY FUNDCOM152$822<0.1%00.0%不變歷史
SPFISouth Plains Financial, Inc.COM30$826<0.1%+30新進歷史
iShares Inc464286707MSCI FRANCE ETF25$828<0.1%+25新進–
ADXAdams Diversified Equity Fund, Inc.COM57$829<0.1%00.0%不變歷史
AKRAcadia Realty TrustCOM SH BEN INT58$832<0.1%−128−68.8%減碼歷史
OROR Royalties Inc.COM69$833<0.1%+69新進歷史
EGBNEagle Bancorp IncCOM19$837<0.1%−38−66.7%減碼歷史
MUSAMurphy USA Inc.COM3$839<0.1%+3新進歷史
WKWorkiva IncCOM CL A10$840<0.1%+10新進歷史
ASCArdmore Shipping CorpCOM59$850<0.1%+59新進歷史
iShares Inc464286509MSCI CDA ETF26$851<0.1%+26新進–
FFICFlushing Financial CorpCOM44$853<0.1%00.0%不變歷史
RBBRBB BancorpCOM41$855<0.1%+41新進歷史
CCNECNB Financial CorpCOM36$856<0.1%+36新進歷史
FRPHFRP Holdings, Inc.COM16$862<0.1%00.0%不變歷史
OPCHOption Care Health, Inc.COM NEW29$873<0.1%00.0%不變歷史
ACREAres Commercial Real Estate CorpCOM85$875<0.1%+85新進歷史
BTUPeabody Energy CorpCOM34$898<0.1%−11−24.4%減碼歷史
OPADOfferpad Solutions Inc.COM CL A1,955$900<0.1%+1,955新進歷史
ULHUniversal Logistics Holdings, Inc.COM27$903<0.1%00.0%不變歷史
EVTCEVERTEC, Inc.COM28$907<0.1%−90−76.3%減碼歷史
NNINelnet IncCL A10$908<0.1%+10新進歷史
LACLithium Americas Corp.COM NEW48$910<0.1%+23+92.0%加碼歷史
MDPediatrix Medical Group, Inc.COM62$921<0.1%−251−80.2%減碼歷史
PPCPilgrims Pride CorpStock39$925<0.1%+39新進歷史
PDCOPatterson Companies, Inc.COM33$925<0.1%+33新進歷史
ARAntero Resources CorpCOM30$930<0.1%00.0%不變歷史
iShares Tr46434V274INTL EQTY FACTOR38$935<0.1%00.0%不變–
SNDRSchneider National, Inc.CL B40$936<0.1%00.0%不變歷史
CELHCelsius Holdings, Inc.COM NEW9$936<0.1%00.0%不變歷史
EZPWEzcorp IncCL A NON VTG115$937<0.1%+115新進歷史
UFPTUfp Technologies IncCOM8$943<0.1%−4−33.3%減碼歷史
AGTIAgiliti, Inc.COM58$946<0.1%+58新進歷史
TILEInterface IncCOM96$948<0.1%+96新進歷史
FCBCFirst Community Bankshares IncCOM28$949<0.1%+28新進歷史
Atlas CorpY0436Q109SHARES62$951<0.1%+62新進–
CWSTCasella Waste Systems IncCL A12$952<0.1%00.0%不變歷史
MTNVail Resorts IncCOM4$953<0.1%00.0%不變歷史
MPBMid Penn Bancorp IncCOM32$959<0.1%00.0%不變歷史

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