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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
DXPEDXP Enterprises IncCOM NEW53$1,460<0.1%−3−5.4%減碼歷史
UNITUniti Group Inc.COM264$1,460<0.1%−139−34.5%減碼歷史
IONQIonQ, Inc.COM424$1,463<0.1%+424新進歷史
SAIASaia IncCOM7$1,467<0.1%+7新進歷史
FIGSFIGS, Inc.CL A219$1,474<0.1%+219新進歷史
UFCSUnited Fire Group IncCOM54$1,477<0.1%00.0%不變歷史
EGPEastgroup Properties IncCOM10$1,481<0.1%00.0%不變歷史
CSIICardiovascular Systems IncCOM109$1,485<0.1%00.0%不變歷史
KSSKOHLS CorpStock59$1,490<0.1%00.0%不變歷史
BLDPBallard Power Systems Inc.COM312$1,494<0.1%+312新進歷史
INVAInnoviva, Inc.COM113$1,497<0.1%00.0%不變歷史
FSLRFirst Solar, Inc.Stock10$1,498<0.1%00.0%不變歷史
WDIWestern Asset Diversified Income Fund (WDI)COM SHS BEN INT118$1,499<0.1%00.0%不變歷史
MTNBMatinas BioPharma Holdings, Inc.COM3,000$1,500<0.1%+3,000新進歷史
GCOGenesco IncCOM33$1,519<0.1%−9−21.4%減碼歷史
RTLNecessity Retail REIT, Inc.COM CLASS A257$1,524<0.1%−132−33.9%減碼歷史
SHLSShoals Technologies Group, Inc.CL A63$1,554<0.1%00.0%不變歷史
BOOTBoot Barn Holdings, Inc.COM25$1,563<0.1%−10−28.6%減碼歷史
TGLSTecnoglass Holdings Inc.ORD SHS51$1,569<0.1%00.0%不變歷史
AVIDAvid Technology, Inc.COM59$1,569<0.1%+59新進歷史
RPRXRoyalty Pharma plcSHS CLASS A40$1,581<0.1%00.0%不變歷史
VTLEVital Energy, Inc.COM31$1,594<0.1%00.0%不變歷史
CRVLCorvel CorpCOM11$1,599<0.1%00.0%不變歷史
First Tr Exchange-Traded FD33738D101NO AMER ENERGY60$1,601<0.1%+60新進–
SABASaba Capital Income & Opportunities Fund IICOM371$1,606<0.1%00.0%不變歷史
BTXBlackRock Technology & Private Equity Term TrustSHS BEN INT236$1,607<0.1%00.0%不變歷史
RIGTransocean Ltd.REGISTERED SHS355$1,619<0.1%+115+47.9%加碼歷史
China Southern Airlines Co L169409109SPON ADR CL H50$1,620<0.1%00.0%不變–
BEPCBrookfield Renewable CorpCL A SUB VTG59$1,625<0.1%00.0%不變歷史
ASRSoutheast Airport GroupSPON ADR SER B7$1,631<0.1%00.0%不變歷史
PTACohen & Steers Tax-Advantaged Preferred Securities & Income FundCOM93$1,643<0.1%00.0%不變歷史
CVGWCalavo Growers IncCOM56$1,646<0.1%00.0%不變歷史
VanEck ETF Trust92189F353EMERGING MRKT HI91$1,657<0.1%00.0%不變–
EGRXEagle Pharmaceuticals, Inc.COM57$1,666<0.1%+57新進歷史
MPMP Materials Corp.COM CL A69$1,675<0.1%−47−40.5%減碼歷史
OPRTOportun Financial CorpCOM304$1,675<0.1%+304新進歷史
Ssga Active ETF Tr78467V608ST STR BL LN ETF41$1,677<0.1%+41新進–
AMWLAmerican Well CorpCL A595$1,684<0.1%00.0%不變歷史
DNAGinkgo Bioworks Holdings, Inc.CL A SHS1,000$1,690<0.1%+1,000新進歷史
EIGEmployers Holdings, Inc.COM39$1,693<0.1%−10−20.4%減碼歷史
ARK ETF Tr00214Q302GENOMIC REV ETF60$1,694<0.1%00.0%不變–
REXRRexford Industrial Realty, Inc.COM31$1,694<0.1%−31−50.0%減碼歷史
DORMDorman Products, Inc.COM21$1,698<0.1%00.0%不變歷史
EVGOEVgo Inc.CL A COM380$1,699<0.1%+380新進歷史
ZEUSOlympic Steel IncCOM51$1,713<0.1%00.0%不變歷史
PINCPremier, Inc.CL A49$1,715<0.1%+24+96.0%加碼歷史
Credit Suisse Group225401108SPONSORED ADR566$1,721<0.1%−1,346−70.4%減碼–
VREXVarex Imaging CorpCOM85$1,726<0.1%−1−1.2%減碼歷史
CSWCSW Industrials, Inc.COM15$1,739<0.1%00.0%不變歷史
ELSEquity Lifestyle Properties IncCOM27$1,744<0.1%+27新進歷史
PRFTPerficient IncCOM25$1,746<0.1%00.0%不變歷史
AMWDAmerican Woodmark CorpCOM36$1,759<0.1%−135−78.9%減碼歷史
PARPar Technology CorpCOM68$1,773<0.1%+68新進歷史
KRCKilroy Realty CorpCOM46$1,779<0.1%+13+39.4%加碼歷史
FAFFirst American Financial CorpStock34$1,780<0.1%−1,337−97.5%減碼歷史
AVAVAeroVironment IncCOM21$1,799<0.1%−295−93.4%減碼歷史
SBSISouthside Bancshares IncCOM50$1,800<0.1%−108−68.4%減碼歷史
MVISMicrovision, Inc.COM NEW767$1,802<0.1%+767新進歷史
STEWSRH Total Return Fund, Inc.COM142$1,803<0.1%00.0%不變歷史
SKTTanger Inc.COM101$1,812<0.1%00.0%不變歷史
DCOMDime Commercial Bancshares, Inc.COM57$1,814<0.1%−179−75.8%減碼歷史
FSRFisker Inc.CL A COM STK250$1,818<0.1%+250新進歷史
TXRHTexas Roadhouse, Inc.COM20$1,819<0.1%00.0%不變歷史
PETQPetIQ, Inc.COM CL A198$1,826<0.1%+198新進歷史
SAHSonic Automotive IncCL A37$1,827<0.1%00.0%不變歷史
NHINational Health Investors IncCOM35$1,828<0.1%−1,095−96.9%減碼歷史
BMEZBlackRock Health Sciences Term TrustCOM SHS119$1,836<0.1%00.0%不變歷史
JKSJinkoSolar Holding Co., Ltd.SPONSORED ADR45$1,840<0.1%+45新進歷史
TPCTutor Perini CorpCOM244$1,842<0.1%+244新進歷史
FBKFB Financial CorpCOM51$1,843<0.1%−369−87.9%減碼歷史
ULCCFrontier Group Holdings, Inc.COM180$1,849<0.1%00.0%不變歷史
BRYBerry Corp (bry)COM232$1,856<0.1%−129−35.7%減碼歷史
Huaneng PWR Intl Inc443304100SPON ADR H SHS100$1,856<0.1%00.0%不變–
HCSGHealthcare Services Group IncCOM155$1,860<0.1%+36+30.3%加碼歷史
CYXTCyxtera Technologies, Inc.COMMON STOCK970$1,862<0.1%+970新進歷史
NXRTNexPoint Residential Trust, Inc.COM43$1,871<0.1%+20+87.0%加碼歷史
LSILife Storage, Inc.COM19$1,872<0.1%00.0%不變歷史
FRFirst Industrial Realty Trust IncCOM39$1,882<0.1%00.0%不變歷史
DLOdLocal LtdCLASS A COM121$1,884<0.1%−9−6.9%減碼歷史
LKFNLakeland Financial CorpCOM26$1,897<0.1%00.0%不變歷史
SIGASiga Technologies IncCOM258$1,899<0.1%00.0%不變歷史
NUVBNuvation Bio Inc.COM CL A995$1,910<0.1%+995新進歷史
TTSHTile Shop Holdings, Inc.COM436$1,910<0.1%00.0%不變歷史
GMEGameStop Corp.Stock104$1,920<0.1%+104新進歷史
Schwab U.S. REIT ETF808524847ETF100$1,929<0.1%+100新進–
SBCFSeacoast Banking Corp of FloridaCOM NEW62$1,934<0.1%−460−88.1%減碼歷史
REXRex American Resources CorpCOM61$1,943<0.1%00.0%不變歷史
BAMBrookfield Asset Management Ltd.CL A LMT VTG SHS68$1,950<0.1%+68新進歷史
GKOSGLAUKOS CorpCOM45$1,966<0.1%−69−60.5%減碼歷史
MTWManitowoc Co IncCOM NEW216$1,979<0.1%+216新進歷史
AEVAAeva Technologies, Inc.COM1,479$2,011<0.1%+1,379+1,379.0%加碼歷史
BSBRBanco Santander (Brasil) S.A.ADS REP 1 UNIT376$2,027<0.1%+376新進歷史
CLBCore Laboratories Inc.COM100$2,027<0.1%00.0%不變歷史
WWWW International, Inc.COM526$2,030<0.1%+244+86.5%加碼歷史
TWOU2U, LLCCOM325$2,038<0.1%+325新進歷史
CMTLComtech Telecommunications CorpCOM NEW168$2,040<0.1%00.0%不變歷史
SLDPSolid Power, Inc.CLASS A COM820$2,083<0.1%+820新進歷史
GLBEGlobal-E Online Ltd.SHS101$2,085<0.1%00.0%不變歷史
ONLOrion Properties Inc.REIT245$2,092<0.1%+245新進歷史
ICHRIchor Holdings, Ltd.SHS78$2,092<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