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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
PUMPProPetro Holding Corp.COM277$2,872<0.1%−302−52.2%減碼歷史
HAYNHaynes International IncCOM NEW63$2,878<0.1%00.0%不變歷史
HRIHerc Holdings IncCOM22$2,895<0.1%+22新進歷史
ARGOArgo Group International Holdings, Inc.COM112$2,895<0.1%−10−8.2%減碼歷史
WWDWoodward, Inc.COM30$2,898<0.1%00.0%不變歷史
COMPCompass, Inc.CL A1,248$2,908<0.1%+1,248新進歷史
WSRWhitestone REITCOM302$2,911<0.1%00.0%不變歷史
LEN.BLennar CorpCL B39$2,917<0.1%00.0%不變歷史
HOSHornbeck Offshore Services, Inc.Stock397$2,930<0.1%00.0%不變歷史
ARIApollo Commercial Real Estate Finance, Inc.COM273$2,937<0.1%−359−56.8%減碼歷史
Nushares ETF Tr67092P607NUVEEN ESG SMLCP86$2,939<0.1%−284−76.8%減碼–
BDCBelden Inc.COM41$2,948<0.1%00.0%不變歷史
iShares Tr46434V696CORE MSCI PAC55$2,952<0.1%00.0%不變–
EXTRExtreme Networks IncCOM162$2,966<0.1%00.0%不變歷史
FCNFti Consulting, IncCOM19$3,017<0.1%00.0%不變歷史
JQCNuveen Credit Strategies Income FundCOM SHS594$3,023<0.1%00.0%不變歷史
BAHBooz Allen Hamilton Holding CorpCL A29$3,031<0.1%+5+20.8%加碼歷史
NWGNatWest Group plcSPONS ADR470$3,036<0.1%−4,096−89.7%減碼歷史
NKTXNkarta, Inc.COM510$3,055<0.1%+510新進歷史
MEIMethode Electronics IncCOM69$3,062<0.1%+7+11.3%加碼歷史
CNXCConcentrix CorpStock23$3,063<0.1%−2−8.0%減碼歷史
FLGTFulgent Genetics, Inc.COM103$3,068<0.1%−49−32.2%減碼歷史
WIWWestern Asset Inflation-Linked Opportunities & Income FundCEF338$3,086<0.1%00.0%不變歷史
Two Harbors Investment Corp.90187B804COM196$3,091<0.1%+196新進–
FREEWhole Earth Brands, Inc.COM CL A762$3,101<0.1%+762新進歷史
LBRTLiberty Energy Inc.COM CL A194$3,106<0.1%00.0%不變歷史
GPREGreen Plains Inc.COM102$3,111<0.1%−133−56.6%減碼歷史
TMPTompkins Financial CorpCOM40$3,112<0.1%−3−7.0%減碼歷史
TKTeekay Corp LtdCOM686$3,114<0.1%00.0%不變歷史
STRSitio Royalties Corp.CLASS A COM108$3,116<0.1%+108新進歷史
PRGSProgress Software CorpCOM62$3,128<0.1%00.0%不變歷史
GMABGenmab A/SSPONSORED ADS74$3,136<0.1%+22+42.3%加碼歷史
IGRCbre Global Real Estate Income FundCOM548$3,140<0.1%00.0%不變歷史
GHYPGIM Global High Yield Fund, Inc.COM290$3,144<0.1%00.0%不變歷史
KRTXKaruna Therapeutics, Inc.COM16$3,144<0.1%00.0%不變歷史
MCRMFS Charter Income TrustSH BEN INT512$3,149<0.1%00.0%不變歷史
Innovator U.S. Equity Buffer ETF - October45782C771ETF100$3,176<0.1%00.0%不變–
MEDPMedpace Holdings, Inc.COM15$3,186<0.1%00.0%不變歷史
NKLANikola CorpCOM1,475$3,186<0.1%+1,075+268.8%加碼歷史
FIPFTAI Infrastructure Inc.COMMON STOCK1,085$3,201<0.1%+1,085新進歷史
AMCRAmcor plcORD269$3,204<0.1%00.0%不變歷史
CHRWC. H. Robinson Worldwide, Inc.COM NEW35$3,205<0.1%−364−91.2%減碼歷史
TBBKBancorp, Inc.COM113$3,207<0.1%00.0%不變歷史
EXLSExlService Holdings, Inc.COM19$3,219<0.1%−13−40.6%減碼歷史
CARSCars.com Inc.COM234$3,222<0.1%00.0%不變歷史
SITCSITE Centers Corp.COM236$3,222<0.1%−93−28.3%減碼歷史
MOVMovado Group IncCOM100$3,225<0.1%00.0%不變歷史
AHCOAdaptHealth Corp.COMMON STOCK168$3,229<0.1%00.0%不變歷史
REYNReynolds Consumer Products Inc.COM108$3,238<0.1%−117−52.0%減碼歷史
BLMNBloomin' Brands, Inc.COM161$3,239<0.1%−99−38.1%減碼歷史
NBRNabors Industries LtdSHS21$3,252<0.1%00.0%不變歷史
FATEFate Therapeutics IncCOM325$3,279<0.1%+325新進歷史
ZUMZZumiez IncCOM151$3,283<0.1%+88+139.7%加碼歷史
GRPNGroupon, Inc.COM NEW383$3,286<0.1%+383新進歷史
DENNDENNY'S CorpCOM358$3,297<0.1%00.0%不變歷史
CIMChimera Investment CorpCOM NEW600$3,300<0.1%+600新進歷史
MVBFMVB Financial CorpCOM150$3,303<0.1%+150新進歷史
MERCMercer International Inc.COM284$3,306<0.1%−326−53.4%減碼歷史
SCIService Corp InternationalCOM48$3,319<0.1%00.0%不變歷史
NVTAInvitae CorpCOM1,785$3,320<0.1%+1,785新進歷史
CHPTChargePoint Holdings, Inc.COM CL A350$3,336<0.1%+350新進歷史
CWENClearway Energy, Inc.CL C105$3,354<0.1%+47+81.0%加碼歷史
BZKanzhun LtdSPONSORED ADS165$3,361<0.1%+165新進歷史
SLGSL Green Realty CorpCOM100$3,372<0.1%+96+2,400.0%加碼歷史
PVHPVH Corp.COM48$3,388<0.1%−81−62.8%減碼歷史
BAPCredicorp LtdCOM25$3,392<0.1%−140−84.8%減碼歷史
KNSLKinsale Capital Group, Inc.Stock13$3,400<0.1%00.0%不變歷史
SLGNSilgan Holdings IncCOM66$3,421<0.1%00.0%不變歷史
ProShares Tr74348A434ULTSHT FTSE EURO268$3,422<0.1%+268新進–
Shaw Communications Inc82028K200CL B CONV119$3,425<0.1%−43−26.5%減碼–
OSGOctave Specialty Group IncCOM NEW197$3,436<0.1%00.0%不變歷史
MMTAberdeen Multi-Market Income FundSH BEN INT763$3,441<0.1%00.0%不變歷史
WHDCactus, Inc.CL A69$3,468<0.1%00.0%不變歷史
BRCBrady CorpCL A74$3,485<0.1%−183−71.2%減碼歷史
CIGEnergy Co of Minas GeraisSP ADR N-V PFD1,719$3,490<0.1%00.0%不變歷史
PHKPIMCO High Income FundCOM SHS750$3,548<0.1%+750新進歷史
CPKChesapeake Utilities CorpCOM30$3,552<0.1%−71−70.3%減碼歷史
NPKNational Presto Industries IncCOM52$3,560<0.1%+52新進歷史
JJSFJ&J Snack Foods CorpCOM24$3,593<0.1%−17−41.5%減碼歷史
AVKAdvent Convertible & Income FundCOM331$3,608<0.1%00.0%不變歷史
NNNNNN REIT, Inc.REIT79$3,615<0.1%00.0%不變歷史
BBBY20230930-DK-Butterfly-1, Inc.COM1,441$3,616<0.1%+1,117+344.8%加碼歷史
TRTootsie Roll Industries IncCOM85$3,618<0.1%00.0%不變歷史
AIMCAltra Industrial Motion Corp.COM61$3,645<0.1%00.0%不變歷史
WTIW&T Offshore IncCOM655$3,655<0.1%00.0%不變歷史
TRMKTrustmark CorpCOM105$3,666<0.1%00.0%不變歷史
REZIResideo Technologies, Inc.Stock223$3,668<0.1%−1,094−83.1%減碼歷史
PIPRPiper Sandler CompaniesCOM28$3,672<0.1%00.0%不變歷史
LYVLive Nation Entertainment, Inc.COM53$3,696<0.1%−110−67.5%減碼歷史
GRABGrab Holdings LtdCLASS A ORD1,148$3,697<0.1%00.0%不變歷史
VGRVector Group LtdCOM312$3,700<0.1%00.0%不變歷史
EMDWestern Asset Emerging Markets Debt Fund Inc.COM413$3,762<0.1%00.0%不變歷史
ACGLArch Capital Group Ltd.Stock60$3,767<0.1%00.0%不變歷史
FROFrontline plcSHS NEW311$3,776<0.1%+25+8.7%加碼歷史
DOCNDigitalOcean Holdings, Inc.COM149$3,795<0.1%+149新進歷史
IEIvanhoe Electric Inc.COM313$3,803<0.1%+126+67.4%加碼歷史
Polymet MNG Corp731916409COM NEW1,436$3,806<0.1%−1,290−47.3%減碼–
Invesco Actvely MNGD Etc FD46090F100OPTIMUM YIELD258$3,813<0.1%+258新進–
EXRExtra Space Storage Inc.COM26$3,827<0.1%+3+13.0%加碼歷史
PBRPetrobras - Petroleo Brasileiro SASPONSORED ADR361$3,845<0.1%−691−65.7%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