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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
COLLCollegium Pharmaceutical, IncCOM167$3,874<0.1%00.0%不變歷史
SPLKSplunk IncCOM45$3,874<0.1%+20+80.0%加碼歷史
GDOTGreen Dot CorpCL A246$3,892<0.1%−191−43.7%減碼歷史
NVSTEnvista Holdings CorpCOM116$3,906<0.1%00.0%不變歷史
CRSCarpenter Technology CorpCOM106$3,916<0.1%−46−30.3%減碼歷史
VanEck ETF Trust92189F791JUNIOR GOLD MINE110$3,922<0.1%00.0%不變–
NOVTNovanta IncCOM29$3,940<0.1%00.0%不變歷史
State Street SPDR Portfolio S&P 500 High Dividend ETF78468R788ETF100$3,958<0.1%+100新進–
ITGRInteger Holdings CorpCOM58$3,971<0.1%−35−37.6%減碼歷史
AATAmerican Assets Trust, Inc.COM150$3,975<0.1%+53+54.6%加碼歷史
CKXCKX Lands, Inc.COM400$3,980<0.1%00.0%不變歷史
RVTRoyce Small-Cap Trust, Inc.COM301$3,991<0.1%00.0%不變歷史
UCOProShares Trust IIULTA BLMBG 2017132$4,001<0.1%00.0%不變歷史
MITKMitek Systems IncCOM NEW413$4,002<0.1%00.0%不變歷史
VACMarriott Vacations Worldwide CorpCOM30$4,038<0.1%00.0%不變歷史
APLEApple Hospitality REIT, Inc.REIT256$4,040<0.1%00.0%不變歷史
Schwab U.S. Large-Cap Growth ETF808524300ETF73$4,056<0.1%00.0%不變–
XHRXenia Hotels & Resorts, Inc.COM308$4,059<0.1%−358−53.8%減碼歷史
BOEBlackRock Enhanced Global Dividend TrustCOM426$4,073<0.1%00.0%不變歷史
Innovator ETFs Trust45783Y848US EQTY ACCELRT9176$4,084<0.1%+176新進–
Schwab Emerging Markets Equity ETF808524706ETF173$4,095<0.1%+150+652.2%加碼–
CAJPYCanon IncSPONSORED ADR189$4,098<0.1%−1,341−87.6%減碼歷史
CRMTAmericas Carmart IncCOM57$4,119<0.1%00.0%不變歷史
SHOSunstone Hotel Investors, Inc.COM427$4,125<0.1%−207−32.6%減碼歷史
WBWEIBO CorpSPONSORED ADR216$4,130<0.1%+71+49.0%加碼歷史
JBLUJetBlue Airways CorpCOM641$4,154<0.1%+641新進歷史
BRBroadridge Financial Solutions, Inc.Stock31$4,158<0.1%−2−6.1%減碼歷史
EFTEaton Vance Floating-Rate Income TrustCOM375$4,159<0.1%+375新進歷史
CHCOCity Holding CoCOM45$4,189<0.1%00.0%不變歷史
OSCROscar Health, Inc.CL A1,710$4,207<0.1%+1,710新進歷史
BMBLBumble Inc.COM CL A200$4,210<0.1%+200新進歷史
WTSWatts Water Technologies IncCL A29$4,248<0.1%+3+11.5%加碼歷史
SEDGSolaredge Technologies, Inc.COM15$4,249<0.1%+1+7.1%加碼歷史
MATXMatson, Inc.COM68$4,251<0.1%−13−16.0%減碼歷史
AAPAdvance Auto Parts IncCOM29$4,264<0.1%−11−27.5%減碼歷史
ASNDAscendis Pharma A/SSPONSORED ADR35$4,275<0.1%00.0%不變歷史
State Street SPDR Bloomberg Emerging Markets Local Bond ETF78464A391ETF208$4,276<0.1%−200−49.0%減碼–
BGSB&G Foods, Inc.COM387$4,315<0.1%+387新進歷史
ASBAssociated Banc-CorpCOM187$4,318<0.1%00.0%不變歷史
BEKEKE Holdings Inc.SPONSORED ADS310$4,328<0.1%−3,421−91.7%減碼歷史
FLWS1 800 Flowers Com IncCL A453$4,331<0.1%+453新進歷史
OUTOUTFRONT Media Inc.COM262$4,344<0.1%−332−55.9%減碼歷史
ASOAcademy Sports & Outdoors, Inc.COM83$4,361<0.1%00.0%不變歷史
UDRUDR, Inc.COM113$4,377<0.1%+31+37.8%加碼歷史
CBOECboe Global Markets, Inc.COM35$4,391<0.1%00.0%不變歷史
ETF Managers Tr26924G201PRIME CYBR SCRTY100$4,405<0.1%+100新進–
SPDR Series Trust78468R622ST BLOO HIGH ETF49$4,410<0.1%+49新進–
FBNCFirst BancorpCOM103$4,412<0.1%−5−4.6%減碼歷史
GENGen Digital Inc.Stock206$4,415<0.1%+69+50.4%加碼歷史
BCOBrinks CoCOM83$4,458<0.1%−2−2.4%減碼歷史
Vanguard Scottsdale FDS92206C664VNG RUS2000IDX64$4,504<0.1%00.0%不變–
INDTIndus Realty Trust, Inc.COM71$4,508<0.1%00.0%不變歷史
MCSMarcus CorpCOM314$4,518<0.1%00.0%不變歷史
KNBEKnowBe4, Inc.CL A183$4,535<0.1%00.0%不變歷史
GTMZoomInfo Technologies Inc.Stock151$4,547<0.1%00.0%不變歷史
LPSNLiveperson IncCOM451$4,573<0.1%+451新進歷史
CLVTClarivate PLCORD SHS549$4,579<0.1%+549新進歷史
TOSTToast, Inc.Stock254$4,580<0.1%+254新進歷史
Pacer FDS Tr69374H840WEALTHSHIELD160$4,584<0.1%+160新進–
VanEck ETF Trust92189F106GOLD MINERS ETF160$4,586<0.1%00.0%不變–
Chindata Group Hldgs Ltd16955F107ADS576$4,590<0.1%+224+63.6%加碼–
State Street SPDR Portfolio Developed World Ex-US ETF78463X889ETF155$4,602<0.1%+100+181.8%加碼–
LECOLincoln Electric Holdings IncCOM32$4,624<0.1%00.0%不變歷史
Global X Lithium & Battery Tech ETF37954Y855ETF79$4,630<0.1%+79新進–
SMSM Energy CoCOM133$4,632<0.1%−29−17.9%減碼歷史
MLABMesa Laboratories IncCOM28$4,654<0.1%+14+100.0%加碼歷史
FMSFresenius Medical Care AGSPONSORED ADR285$4,657<0.1%−219−43.5%減碼歷史
GDRXGoodRx Holdings, Inc.COM CL A1,000$4,660<0.1%+1,000新進歷史
SLCAU.S. Silica Holdings, Inc.COM373$4,663<0.1%00.0%不變歷史
GBDCGolub Capital BDC, Inc.COM355$4,672<0.1%+355新進歷史
YELPYelp IncCL A171$4,675<0.1%−369−68.3%減碼歷史
JJacobs Solutions Inc.COM39$4,683<0.1%00.0%不變歷史
WGOWinnebago Industries IncCOM89$4,690<0.1%00.0%不變歷史
OLPOne Liberty Properties IncCOM212$4,711<0.1%+39+22.5%加碼歷史
RPAYRepay Holdings CorpCOM CL A589$4,741<0.1%+589新進歷史
PRTSCarParts.com, Inc.COM759$4,751<0.1%+759新進歷史
ZZillow Group, Inc.CL C CAP STK148$4,767<0.1%+15+11.3%加碼歷史
Pacer Developed Markets International Cash Cows 100 ETF69374H873ETF175$4,769<0.1%00.0%不變–
JELDJELD-WEN Holding, Inc.COM495$4,777<0.1%+495新進歷史
ZIPZiprecruiter, Inc.CL A291$4,778<0.1%+291新進歷史
NIONIO Inc.ADR493$4,807<0.1%−242−32.9%減碼歷史
DTMDT Midstream, Inc.COMMON STOCK87$4,808<0.1%00.0%不變歷史
WPMWheaton Precious Metals Corp.COM124$4,846<0.1%+87+235.1%加碼歷史
GAPGap IncCOM430$4,850<0.1%−16−3.6%減碼歷史
SBIWestern Asset Intermediate Muni Fund Inc.COM640$4,858<0.1%+640新進歷史
PEGAPegasystems IncCOM142$4,862<0.1%+11+8.4%加碼歷史
FBMSFirst Bancshares IncCOM152$4,866<0.1%00.0%不變歷史
NOGNorthern Oil & Gas, Inc.COM158$4,870<0.1%00.0%不變歷史
RDFNRedfin CorpCOM1,149$4,871<0.1%+1,149新進歷史
APPAppLovin CorpCOM CL A463$4,875<0.1%+463新進歷史
NFENew Fortress Energy Inc.COM CL A115$4,878<0.1%00.0%不變歷史
CCJCameco CorpStock216$4,896<0.1%00.0%不變歷史
ABCBAmeris BancorpCOM104$4,903<0.1%00.0%不變歷史
iShares Inc464286749MSCI SWITZERLAND117$4,906<0.1%+17+17.0%加碼–
Global X FDS37954Y814FINTECH ETF255$4,909<0.1%+255新進–
State Street Industrial Select Sector SPDR ETF81369Y704ETF50$4,911<0.1%+50新進–
STRLSterling Infrastructure, Inc.COM150$4,920<0.1%−43−22.3%減碼歷史
BROSDutch Bros Inc.CL A175$4,933<0.1%+175新進歷史
GFSGLOBALFOUNDRIES Inc.Stock92$4,958<0.1%+92新進歷史
RPDRapid7, Inc.COM146$4,961<0.1%+146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