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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 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
AFGAmerican Financial Group IncCOM7$961<0.1%00.0%不變歷史
ALSumisho Air Lease CorpCL A25$961<0.1%−1,628−98.5%減碼歷史
IMKTAIngles Markets IncCL A10$965<0.1%00.0%不變歷史
ACTEnact Holdings, Inc.COM40$965<0.1%+40新進歷史
ANAutonation, Inc.COM9$966<0.1%−162−94.7%減碼歷史
XMTRXometry, Inc.CLASS A COM30$967<0.1%−24−44.4%減碼歷史
GDVGabelli Dividend & Income TrustCOM47$969<0.1%00.0%不變歷史
ITUBItau Unibanco Holding S.A.SPON ADR REP PFD206$970<0.1%+206新進歷史
RFPResolute Forest Products Inc.COM45$972<0.1%+45新進歷史
TYTRI-CONTINENTAL CorpCOM38$974<0.1%00.0%不變歷史
CCBGCapital City Bank Group IncCOM30$975<0.1%00.0%不變歷史
CLFCleveland-Cliffs Inc.COM61$983<0.1%−905−93.7%減碼歷史
KCKingsoft Cloud Holdings LtdADS257$984<0.1%+257新進歷史
MSBIMidland States Bancorp, Inc.COM37$985<0.1%00.0%不變歷史
POSTPost Holdings, Inc.COM11$993<0.1%00.0%不變歷史
GNKGenco Shipping & Trading LtdSHS65$998<0.1%+65新進歷史
TOLToll Brothers, Inc.COM20$998<0.1%00.0%不變歷史
OFIXOrthofix Medical Inc.COM49$1,006<0.1%−469−90.5%減碼歷史
CRSPCRISPR Therapeutics AGNAMEN AKT25$1,016<0.1%−356−93.4%減碼歷史
EBFEnnis, Inc.COM46$1,019<0.1%00.0%不變歷史
USFDUS Foods Holding Corp.COM30$1,021<0.1%00.0%不變歷史
WLKWestlake CorpCOM10$1,025<0.1%00.0%不變歷史
ADTADT Inc.COM113$1,025<0.1%−25−18.1%減碼歷史
PAGPenske Automotive Group, Inc.COM9$1,034<0.1%−196−95.6%減碼歷史
MOFGMidWestOne Financial Group, Inc.COM33$1,048<0.1%+33新進歷史
PFGCPerformance Food Group CoCOM18$1,051<0.1%00.0%不變歷史
ARDCAres Dynamic Credit Allocation Fund, Inc.COM91$1,055<0.1%00.0%不變歷史
Ea Series Trust02072L722STRI US ENER ETF36$1,060<0.1%00.0%不變–
PSNParsons CorpCOM23$1,064<0.1%00.0%不變歷史
NWENorthWestern Energy Group, Inc.COM NEW18$1,068<0.1%−2,143−99.2%減碼歷史
ACHCAcadia Healthcare Company, Inc.COM13$1,070<0.1%00.0%不變歷史
WMKWeis Markets IncCOM13$1,070<0.1%00.0%不變歷史
SPDR Index Shs FDS78463X863ST DOW INTL ETF40$1,071<0.1%00.0%不變–
DKSDick's Sporting Goods, Inc.Stock9$1,083<0.1%−2−18.2%減碼歷史
DOXAmdocs LtdSHS12$1,091<0.1%00.0%不變歷史
CTEVClaritev CorpCOM953$1,096<0.1%+953新進歷史
MANUManchester United plcORD CL A47$1,097<0.1%+37+370.0%加碼歷史
DCODucommun IncCOM22$1,099<0.1%+22新進歷史
BCEBce IncCOM NEW25$1,099<0.1%00.0%不變歷史
KELYAKelly Services IncCL A65$1,099<0.1%+65新進歷史
IESCIES Holdings, Inc.COM31$1,103<0.1%00.0%不變歷史
BCHBank of ChileSPONSORED ADS53$1,103<0.1%+53新進歷史
DRHDiamondRock Hospitality CoCOM135$1,106<0.1%−599−81.6%減碼歷史
WENWendy's CoStock49$1,109<0.1%00.0%不變歷史
GXOGXO Logistics, Inc.Stock26$1,110<0.1%00.0%不變歷史
UTHRUnited Therapeutics CorpCOM4$1,112<0.1%00.0%不變歷史
EDUNew Oriental Education & Technology Group Inc.SPON ADR32$1,114<0.1%−503−94.0%減碼歷史
AWPabrdn Global Premier Properties FundCOM SH BEN INT287$1,119<0.1%00.0%不變歷史
CASYCaseys General Stores IncCOM5$1,122<0.1%00.0%不變歷史
JEFJefferies Financial Group Inc.COM33$1,131<0.1%00.0%不變歷史
ETDEthan Allen Interiors IncCOM43$1,136<0.1%+43新進歷史
PRPermian Resources CorpCLASS A COM121$1,137<0.1%+121新進歷史
State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474ETF39$1,146<0.1%00.0%不變–
HTHersha Hospitality TrustPR SHS BEN INT135$1,150<0.1%00.0%不變歷史
MUFGMitsubishi Ufj Financial Group IncSPONSORED ADS174$1,161<0.1%00.0%不變歷史
PCTYPaylocity Holding CorpCOM6$1,166<0.1%00.0%不變歷史
HUBBHubbell IncCOM5$1,173<0.1%00.0%不變歷史
VCVisteon CorpCOM NEW9$1,177<0.1%−250−96.5%減碼歷史
PODDInsulet CorpStock4$1,178<0.1%−4−50.0%減碼歷史
XPEVXpeng Inc.ADS120$1,193<0.1%+19+18.8%加碼歷史
SHENShenandoah Telecommunications CoCOM76$1,207<0.1%+76新進歷史
NVMINova Ltd.COM15$1,225<0.1%−301−95.3%減碼歷史
PRKSUnited Parks & Resorts Inc.COM23$1,231<0.1%00.0%不變歷史
AMCAMC Entertainment Holdings, Inc.CL A COM304$1,237<0.1%+249+452.7%加碼歷史
LYFTLyft, Inc.CL A COM113$1,246<0.1%+113新進歷史
INMDInMode Ltd.SHS35$1,250<0.1%00.0%不變歷史
UPSTUpstart Holdings, Inc.COM95$1,256<0.1%+95新進歷史
UUnity Software Inc.COM44$1,258<0.1%−456−91.2%減碼歷史
GVAGranite Construction IncCOM36$1,263<0.1%−261−87.9%減碼歷史
TCBITexas Capital Bancshares IncCOM21$1,267<0.1%00.0%不變歷史
AYXAlteryx, Inc.COM CL A25$1,267<0.1%+25新進歷史
PCORProcore Technologies, Inc.COM27$1,274<0.1%00.0%不變歷史
Atech (Parent) Resolution Corp.00973N102COM456$1,286<0.1%+456新進–
BANCBanc of California, Inc.COM81$1,290<0.1%−127−61.1%減碼歷史
OMFOneMain Holdings, Inc.COM39$1,299<0.1%−1,209−96.9%減碼歷史
MOHMolina Healthcare, Inc.COM4$1,320<0.1%+2+100.0%加碼歷史
AMRXAmneal Pharmaceuticals, Inc.COM STK CL A671$1,335<0.1%+671新進歷史
SICPSilvergate Capital CorpCL A77$1,340<0.1%+77新進歷史
GILGildan Activewear Inc.Stock49$1,343<0.1%−47−49.0%減碼歷史
iShares Tr464288646ISHS 1-5YR INVS27$1,345<0.1%+27新進–
EGYVaalco Energy IncCOM NEW295$1,345<0.1%00.0%不變歷史
First Tr Exchange-Traded FD33738D408FIRST TR TA HIYL35$1,363<0.1%00.0%不變–
XRAYDentsply Sirona Inc.Stock43$1,369<0.1%−768−94.7%減碼歷史
VBTXVeritex Holdings, Inc.COM49$1,376<0.1%00.0%不變歷史
EADAllspring Income Opportunities FundINC OPPTY FD216$1,380<0.1%00.0%不變歷史
CMPSCOMPASS Pathways plcSPONSORED ADS175$1,405<0.1%00.0%不變歷史
BFLYButterfly Network, Inc.COM CL A571$1,405<0.1%+571新進歷史
First Tr High Income L/S FD33738E109COM123$1,408<0.1%00.0%不變–
PPTFranklin Premier Income TrustSH BEN INT388$1,408<0.1%00.0%不變歷史
DCTDuck Creek Technologies, Inc.SHS117$1,410<0.1%−414−78.0%減碼歷史
WEBRWeber Inc.CL A176$1,417<0.1%+176新進歷史
CLSCelestica IncSUB VTG SHS126$1,420<0.1%+126新進歷史
TSPHTuSimple Holdings Inc.CL A866$1,420<0.1%+866新進歷史
ARCHArch Resources, Inc.CL A10$1,428<0.1%−178−94.7%減碼歷史
FUBOFuboTV Inc.COM821$1,429<0.1%+821新進歷史
TTITetra Technologies IncCOM414$1,432<0.1%00.0%不變歷史
PRPLPurple Innovation, Inc.COM299$1,432<0.1%+299新進歷史
TCOMTrip.com Group LtdADS42$1,445<0.1%−2,464−98.3%減碼歷史
CUBICustomers Bancorp, Inc.COM51$1,445<0.1%−17−25.0%減碼歷史
LASRNlight, Inc.COM143$1,450<0.1%+143新進歷史

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