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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
SFNCSimmons First National CorpCL A $1 PAR97$2,093<0.1%−716−88.1%減碼歷史
AVTAAvantax, Inc.COM82$2,093<0.1%00.0%不變歷史
RBCRBC Bearings INCCOM10$2,094<0.1%00.0%不變歷史
ANIKAnika Therapeutics, Inc.COM71$2,102<0.1%00.0%不變歷史
ADVAdvantage Solutions Inc.COM CL A1,011$2,103<0.1%−6−0.6%減碼歷史
Flexshares Tr33939L753CR SCORED LONG50$2,107<0.1%00.0%不變–
ENVAEnova International, Inc.COM55$2,110<0.1%00.0%不變歷史
DFINDonnelley Financial Solutions, Inc.COM55$2,126<0.1%00.0%不變歷史
WEWeWork Inc.CL A1,492$2,134<0.1%+1,127+308.8%加碼歷史
ISDPGIM High Yield Bond Fund, Inc.COM181$2,148<0.1%00.0%不變歷史
iShares Tr464287374NORTH AMERN NAT53$2,155<0.1%00.0%不變–
BROBrown & Brown, Inc.Stock38$2,165<0.1%+38新進歷史
CNKCinemark Holdings, Inc.COM250$2,165<0.1%00.0%不變歷史
TRIThomson Reuters CorpCOM NEW19$2,167<0.1%00.0%不變歷史
CALCaleres IncCOM97$2,168<0.1%00.0%不變歷史
TLKPerusahaan Perseroan Persero PT Telekomunikasi Indonesia TBKSPONSORED ADR91$2,170<0.1%−2,440−96.4%減碼歷史
CSGSCSG Systems International IncCOM38$2,174<0.1%00.0%不變歷史
ANFAbercrombie & Fitch CoCL A95$2,176<0.1%00.0%不變歷史
MGNIMagnite, Inc.COM206$2,182<0.1%+206新進歷史
LILi Auto Inc.SPONSORED ADS107$2,183<0.1%−92−46.2%減碼歷史
BSACBanco Santander ChileSP ADR REP COM138$2,186<0.1%+42+43.8%加碼歷史
FNVFranco Nevada CorpStock16$2,187<0.1%00.0%不變歷史
SRPTSarepta Therapeutics, Inc.COM17$2,203<0.1%00.0%不變歷史
CMPRCIMPRESS plcSHS EURO80$2,209<0.1%+80新進歷史
SCHLScholastic CorpCOM56$2,210<0.1%−137−71.0%減碼歷史
MFAMfa Financial, Inc.COM225$2,216<0.1%+225新進歷史
GRWGGrowGeneration Corp.COM567$2,223<0.1%+567新進歷史
RYAAYRyanair Holdings PLCSPONSORED ADR30$2,243<0.1%+6+25.0%加碼歷史
BCATBlackRock Capital Allocation Term TrustCOM162$2,247<0.1%00.0%不變歷史
JACKJack in the Box IncCOM33$2,252<0.1%00.0%不變歷史
FCPTFour Corners Property Trust, Inc.COM87$2,256<0.1%−78−47.3%減碼歷史
SMPStandard Motor Products, Inc.Stock65$2,262<0.1%+65新進歷史
DVDoubleVerify Holdings, Inc.COM103$2,262<0.1%00.0%不變歷史
HFWAHeritage Financial CorpCOM74$2,267<0.1%00.0%不變歷史
GLDDGreat Lakes Dredge & Dock CORPCOM383$2,279<0.1%+383新進歷史
PRGPROG Holdings, Inc.Stock135$2,280<0.1%−150−52.6%減碼歷史
NXHNeighborhood Intelligence, Inc.COM118$2,284<0.1%+115+3,833.3%加碼歷史
ACCDAccolade, Inc.COM294$2,290<0.1%00.0%不變歷史
COURCoursera, Inc.COM194$2,295<0.1%00.0%不變歷史
MANHManhattan Associates IncStock19$2,307<0.1%−262−93.2%減碼歷史
SGISomnigroup International Inc.COM68$2,334<0.1%00.0%不變歷史
ECATBlackRock ESG Capital Allocation Term TrustSHS BEN INT174$2,337<0.1%00.0%不變歷史
NSANational Storage Affiliates TrustCOM SHS BEN IN66$2,368<0.1%00.0%不變歷史
BWGBrandywineGLOBAL-Global Income Opportunities Fund IncCOM293$2,388<0.1%00.0%不變歷史
UTLUnitil CorpCOM47$2,414<0.1%+47新進歷史
JWNNordstrom IncStock150$2,421<0.1%00.0%不變歷史
Maxeon Solar Technologies LTY58473102SHS151$2,425<0.1%+151新進–
NVTnVent Electric plcSHS63$2,429<0.1%+63新進歷史
OSUROrasure Technologies IncCOM505$2,434<0.1%00.0%不變歷史
PARRPar Pacific Holdings, Inc.COM NEW105$2,441<0.1%00.0%不變歷史
MINAberdeen Intermediate Income FundSH BEN INT892$2,462<0.1%+500+127.6%加碼歷史
TTEKTetra Tech IncCOM17$2,468<0.1%00.0%不變歷史
JRINuveen Real Asset Income & Growth FundCOM211$2,469<0.1%00.0%不變歷史
TCXTucows IncCOM NEW73$2,476<0.1%−3−3.9%減碼歷史
DLXDeluxe CorpCOM146$2,479<0.1%+146新進歷史
VRTSVirtus Investment Partners, Inc.COM13$2,489<0.1%00.0%不變歷史
PSMTPricesmart IncCOM41$2,492<0.1%00.0%不變歷史
REIRing Energy, Inc.COM1,013$2,492<0.1%−573−36.1%減碼歷史
ROICRetail Opportunity Investments CorpCOM166$2,502<0.1%−538−76.4%減碼歷史
KWRQuaker Chemical CorpCOM15$2,504<0.1%00.0%不變歷史
RHIRobert Half Inc.COM34$2,510<0.1%−882−96.3%減碼歷史
KBHKB HomeCOM79$2,516<0.1%+79新進歷史
CPECallon Petroleum CoCOM68$2,522<0.1%−25−26.9%減碼歷史
REGRegency Centers CorpCOM41$2,563<0.1%00.0%不變歷史
CTSCTS CorpCOM65$2,564<0.1%00.0%不變歷史
FPFFirst Trust Intermediate Duration Preferred & Income FundCOM152$2,564<0.1%00.0%不變歷史
HBMHudbay Minerals Inc.COM506$2,565<0.1%+506新進歷史
Vanguard Intl Equity Index F922042866FTSE PACIFIC ETF40$2,574<0.1%00.0%不變–
ATROAstronics CorpCOM250$2,575<0.1%00.0%不變歷史
JRVRJames River Group Holdings, Inc.COM124$2,593<0.1%−137−52.5%減碼歷史
KBALKimball International IncCL B400$2,600<0.1%00.0%不變歷史
SLGCSomaLogic, Inc.CLASS A COM1,037$2,603<0.1%+1,037新進歷史
MLKNMillerknoll, Inc.COM124$2,605<0.1%+20+19.2%加碼歷史
FTDRFrontdoor, Inc.COM126$2,621<0.1%00.0%不變歷史
KDKyndryl Holdings, Inc.Stock237$2,635<0.1%+210+777.8%加碼歷史
STNStantec IncCOM55$2,637<0.1%+55新進歷史
HIPOHippo Holdings Inc.COM NEW194$2,638<0.1%+194新進歷史
ETF Managers Tr26924G102PRIME JUNIR SLVR250$2,638<0.1%−70−21.9%減碼–
KLICKulicke & Soffa Industries IncCOM60$2,663<0.1%00.0%不變歷史
BHFBrighthouse Financial, Inc.COM52$2,666<0.1%00.0%不變歷史
FOSLFossil Group, Inc.COM620$2,672<0.1%+620新進歷史
TSEOQTrinseo PLCCOM118$2,680<0.1%−68−36.6%減碼歷史
LZBLa-Z-Boy IncCOM118$2,693<0.1%−248−67.8%減碼歷史
BCSBarclays PLCADR347$2,707<0.1%−8,897−96.2%減碼歷史
DOVDOVER CorpCOM20$2,708<0.1%00.0%不變歷史
LPGDorian LPG Ltd.SHS USD144$2,729<0.1%00.0%不變歷史
OCOwens CorningStock32$2,730<0.1%−1−3.0%減碼歷史
JBTMJBT Marel CorpCOM30$2,740<0.1%+30新進歷史
BHEBenchmark Electronics IncCOM103$2,749<0.1%+103新進歷史
ENTGEntegris IncCOM42$2,755<0.1%+10+31.3%加碼歷史
DBDDiebold Nixdorf, IncCOM1,944$2,760<0.1%+1,944新進歷史
CCRNCross Country Healthcare IncCOM104$2,763<0.1%+29+38.7%加碼歷史
MCYMercury General CorpCOM81$2,770<0.1%+17+26.6%加碼歷史
iShares Tr464287291GLOBAL TECH ETF62$2,779<0.1%−927−93.7%減碼–
REALTheRealReal, Inc.COM2,253$2,816<0.1%+2,253新進歷史
SPTSprout Social, Inc.COM CL A50$2,823<0.1%00.0%不變歷史
LMNDLemonade, Inc.Stock207$2,832<0.1%00.0%不變歷史
BHKBlackRock Core Bond TrustSHS BEN INT274$2,844<0.1%00.0%不變歷史
AVNSAvanos Medical, Inc.Stock106$2,868<0.1%+85+404.8%加碼歷史
ROCCBaytex Energy USA, Inc.COM71$2,871<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