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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
GEFGreif, IncCL A74$4,962<0.1%00.0%不變歷史
MTArcelorMittalNY REGISTRY SH190$4,982<0.1%−248−56.6%減碼歷史
XIFRXPLR Infrastructure, LPCOM UNIT PART IN71$4,989<0.1%+34+91.9%加碼歷史
BRKRBruker CorpCOM73$4,990<0.1%+73新進歷史
PNRPENTAIR plcSHS111$4,996<0.1%+18+19.4%加碼歷史
CCSIConsensus Cloud Solutions, Inc.COM93$4,999<0.1%00.0%不變歷史
WisdomTree Tr97717X784WSDM EMKTBD FD81$5,013<0.1%00.0%不變–
SBRASabra Health Care REIT, Inc.REIT404$5,022<0.1%−1,789−81.6%減碼歷史
ILPTIndustrial Logistics Properties TrustCOM SHS BEN INT1,537$5,026<0.1%−300−16.3%減碼歷史
BIOBio-Rad Laboratories, Inc.CL A12$5,046<0.1%+8+200.0%加碼歷史
PFSProvident Financial Services IncCOM237$5,054<0.1%−412−63.5%減碼歷史
MURMurphy Oil CorpCOM118$5,075<0.1%−14−10.6%減碼歷史
HWMHowmet Aerospace Inc.Stock130$5,123<0.1%−39−23.1%減碼歷史
MNTVMomentive Global Inc.COM735$5,145<0.1%+735新進歷史
ITRIItron, Inc.COM102$5,166<0.1%−488−82.7%減碼歷史
HASIHA Sustainable Infrastructure Capital, Inc.COM180$5,217<0.1%+114+172.7%加碼歷史
SONSonoco Products CoCOM86$5,221<0.1%−68−44.2%減碼歷史
TRUETrueCar, Inc.COM2,083$5,228<0.1%+2,083新進歷史
SXCSunCoke Energy, Inc.COM606$5,229<0.1%−13−2.1%減碼歷史
EBSEmergent BioSolutions Inc.COM443$5,232<0.1%+151+51.7%加碼歷史
Victory Portfolios II92647N535SHORT TRM BD ETF108$5,233<0.1%+2+1.9%加碼–
GRFSGrifols SASP ADR REP B NVT617$5,245<0.1%+249+67.7%加碼歷史
AMSFAmerisafe IncCOM101$5,249<0.1%00.0%不變歷史
PRMWPrimo Water CorpCOM338$5,253<0.1%−10−2.9%減碼歷史
SPDR Series Trust78468R408ST TERM HIGH ETF217$5,260<0.1%+145+201.4%加碼–
FELEFranklin Electric Co IncCOM66$5,264<0.1%−10−13.2%減碼歷史
MNKDMannkind CorpCOM NEW1,000$5,270<0.1%00.0%不變歷史
MMSIMerit Medical Systems IncCOM75$5,297<0.1%−12−13.8%減碼歷史
FORForestar Group Inc.COM344$5,301<0.1%+82+31.3%加碼歷史
UBSIUnited Bankshares IncCOM131$5,304<0.1%00.0%不變歷史
SIGSignet Jewelers LtdSHS78$5,304<0.1%00.0%不變歷史
SHAKShake Shack Inc.CL A128$5,316<0.1%00.0%不變歷史
OPLNOPENLANE, Inc.COM409$5,337<0.1%−174−29.8%減碼歷史
CTRECareTrust REIT, Inc.COM290$5,388<0.1%00.0%不變歷史
FUTUFutu Holdings LtdSPON ADS CL A133$5,406<0.1%+37+38.5%加碼歷史
Victory Portfolios II92647N766VCSHS US 500 VOL80$5,419<0.1%+80新進–
VMEOVimeo, Inc.COMMON STOCK1,581$5,423<0.1%+1,581新進歷史
MGPIMGP Ingredients IncCOM51$5,428<0.1%00.0%不變歷史
NFBKNorthfield Bancorp, Inc.COM346$5,443<0.1%00.0%不變歷史
GBCIGlacier Bancorp, Inc.COM111$5,486<0.1%00.0%不變歷史
BJRIBJs RESTAURANTS INCCOM208$5,487<0.1%−56−21.2%減碼歷史
KTOSKratos Defense & Security Solutions, Inc.COM NEW533$5,501<0.1%+533新進歷史
iShares Tr464288257MSCI ACWI ETF65$5,517<0.1%00.0%不變–
RXTRackspace Technology, Inc.COM1,883$5,555<0.1%+1,883新進歷史
OGNOrganon & Co.Stock199$5,558<0.1%−333−62.6%減碼歷史
iShares Tr464288760US AER DEF ETF50$5,593<0.1%+50新進–
PFBCPreferred BankCOM NEW75$5,596<0.1%00.0%不變歷史
ATOAtmos Energy CorpCOM50$5,604<0.1%+11+28.2%加碼歷史
NWBINorthwest Bancshares, Inc.COM403$5,634<0.1%00.0%不變歷史
OPENOpendoor Technologies Inc.COM4,860$5,637<0.1%+4,860新進歷史
PBIPitney Bowes IncCOM1,485$5,643<0.1%+29+2.0%加碼歷史
FSPFranklin Street Properties CorpCOM2,090$5,706<0.1%−829−28.4%減碼歷史
AODabrdn Total Dynamic Dividend FundCOM SH BEN INT738$5,756<0.1%00.0%不變歷史
LCIDLucid Group, Inc.COM843$5,758<0.1%+843新進歷史
WSFSWSFS Financial CorpCOM127$5,758<0.1%00.0%不變歷史
iShares Tr46435G524INTL DIV GRWTH100$5,763<0.1%+100新進–
iShares Tr464288489INTL DEV RE ETF275$5,792<0.1%+275新進–
Invesco Exch Traded FD Tr II46138E610KBW HIG DV YLD390$5,795<0.1%+390新進–
AIC3.ai, Inc.Stock518$5,797<0.1%+518新進歷史
CDECoeur Mining, Inc.COM NEW1,729$5,809<0.1%00.0%不變歷史
SIXSix Flags Entertainment CorpCOM250$5,813<0.1%+169+208.6%加碼歷史
COTYCoty Inc.COM CL A683$5,846<0.1%+683新進歷史
IPGInterpublic Group of Companies, Inc.COM176$5,863<0.1%+6+3.5%加碼歷史
NEONeogenomics IncCOM NEW636$5,876<0.1%+103+19.3%加碼歷史
WFC.PLWells Fargo & CompanyPERP PFD CNV A5$5,925<0.1%00.0%不變歷史
CINFCincinnati Financial CorpCOM58$5,939<0.1%+20+52.6%加碼歷史
CSTMConstellium SECL A SHS502$5,939<0.1%+502新進歷史
SFLSFL Corp Ltd.SHS645$5,947<0.1%+645新進歷史
FFWMFirst Foundation Inc.COM417$5,976<0.1%+417新進歷史
PWRQuanta Services, Inc.COM42$5,985<0.1%−12−22.2%減碼歷史
CHEFChefs' Warehouse, Inc.COM180$5,990<0.1%−52−22.4%減碼歷史
SFIXStitch Fix, Inc.Stock1,933$6,011<0.1%+1,933新進歷史
MNROMonro, Inc.COM133$6,012<0.1%00.0%不變歷史
DVADavita Inc.COM81$6,049<0.1%+35+76.1%加碼歷史
SXIStandex International CorpCOM59$6,049<0.1%00.0%不變歷史
TEXTerex CorpStock143$6,109<0.1%−46−24.3%減碼歷史
CVCOCavco Industries, Inc.COM27$6,109<0.1%00.0%不變歷史
POWLPowell Industries IncStock175$6,157<0.1%00.0%不變歷史
JBSSSanfilippo John B & Son IncCOM76$6,180<0.1%00.0%不變歷史
TAPMolson Coors Beverage CoCL B120$6,182<0.1%+3+2.6%加碼歷史
AEOAmerican Eagle Outfitters IncCOM443$6,184<0.1%−152−25.5%減碼歷史
WKCWorld Kinect CorpCOM227$6,204<0.1%00.0%不變歷史
HIHillenbrand, Inc.COM146$6,212<0.1%−69−32.1%減碼歷史
MSBMesabi TrustCTF BEN INT345$6,217<0.1%00.0%不變歷史
IVRInvesco Mortgage Capital Inc.COM489$6,225<0.1%−11−2.2%減碼歷史
YEXTYext, Inc.COM956$6,243<0.1%+600+168.5%加碼歷史
RMDResmed IncCOM30$6,244<0.1%−369−92.5%減碼歷史
TALOTalos Energy Inc.COM333$6,287<0.1%−13−3.8%減碼歷史
NGNovagold Resources IncCOM NEW1,053$6,297<0.1%00.0%不變歷史
TALTAL Education GroupSPONSORED ADS894$6,303<0.1%+62+7.5%加碼歷史
CNXNPC Connection IncCOM135$6,332<0.1%00.0%不變歷史
DBCInvesco DB Commodity Index Tracking FundUNIT257$6,335<0.1%00.0%不變歷史
UHTUniversal Health Realty Income TrustSH BEN INT133$6,348<0.1%−85−39.0%減碼歷史
PPLTabrdn Platinum ETF TrustPHYSCL PLATM SHS64$6,354<0.1%00.0%不變歷史
EAFGraftech International LtdCOM1,335$6,354<0.1%+1,335新進歷史
SPNTSiriusPoint LtdCOM1,078$6,360<0.1%00.0%不變歷史
MYGNMyriad Genetics IncCOM439$6,370<0.1%−69−13.6%減碼歷史
AIRAar CorpStock142$6,376<0.1%00.0%不變歷史
SNEXStoneX Group Inc.COM67$6,386<0.1%+25+59.5%加碼歷史
JOUTJohnson Outdoors IncCL A97$6,414<0.1%+97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