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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
SCSCScansource, Inc.COM220$6,429<0.1%−25−10.2%減碼歷史
HELEHelen of Troy LtdStock58$6,432<0.1%+42+262.5%加碼歷史
KEKimball Electronics, Inc.Stock285$6,438<0.1%00.0%不變歷史
CURVTorrid Holdings Inc.COM2,186$6,471<0.1%+2,186新進歷史
VOXXVOXX International CorpCL A775$6,495<0.1%+775新進歷史
UAUnder Armour, Inc.CL C730$6,512<0.1%+730新進歷史
LNTAlliant Energy CorpStock118$6,515<0.1%+77+187.8%加碼歷史
EFREaton Vance Senior Floating-Rate TrustCOM599$6,553<0.1%00.0%不變歷史
KKellanovaStock92$6,554<0.1%−200−68.5%減碼歷史
Aris Water Solutions, Inc.04041L106CLASS A COM455$6,557<0.1%00.0%不變–
RAMPLiveRamp Holdings, Inc.COM280$6,563<0.1%+280新進歷史
SAFESafehold Inc.COM230$6,583<0.1%+230新進歷史
CALMCal-Maine Foods IncCOM NEW121$6,588<0.1%−128−51.4%減碼歷史
ACLSAxcelis Technologies IncStock84$6,666<0.1%00.0%不變歷史
FBINFortune Brands Innovations, Inc.COM117$6,682<0.1%−6−4.9%減碼歷史
CCLCarnival Corp Ltd.UNIT 99/99/9999829$6,682<0.1%−6,356−88.5%減碼歷史
SWXSouthwest Gas Holdings, Inc.COM108$6,683<0.1%00.0%不變歷史
SPBSpectrum Brands Holdings, Inc.COM110$6,701<0.1%+110新進歷史
ORGOOrganogenesis Holdings Inc.COM2,503$6,733<0.1%+2,503新進歷史
TSTenaris SASPONSORED ADS192$6,751<0.1%00.0%不變歷史
ADTNADTRAN Holdings, Inc.COM362$6,795<0.1%−118−24.6%減碼歷史
Vanguard Morningstar Small-Cap Growth ETF922908595ETF34$6,821<0.1%00.0%不變–
CLWClearwater Paper CorpCOM181$6,844<0.1%00.0%不變歷史
SAFTSafety Insurance Group IncCOM81$6,844<0.1%−6−6.9%減碼歷史
WWayfair Inc.CL A209$6,874<0.1%+209新進歷史
FTSFortis Inc.COM172$6,887<0.1%+172新進歷史
PRKPark National CorpCOM49$6,897<0.1%00.0%不變歷史
PATKPatrick Industries IncCOM114$6,909<0.1%+114新進歷史
Invesco Exchange Traded FD T46137V787BIOTECHNOLOGY109$6,921<0.1%+109新進–
State Street SPDR S&P Homebuilders ETF78464A888ETF115$6,937<0.1%+115新進–
SPCEVirgin Galactic Holdings, IncCOM2,000$6,960<0.1%+2,000新進歷史
TCSContainer Store Group, Inc.COM1,615$6,961<0.1%+1,615新進歷史
SAICScience Applications International CorpCOM63$6,989<0.1%00.0%不變歷史
RVTYRevvity, Inc.COM50$7,011<0.1%−7−12.3%減碼歷史
GHGuardant Health, Inc.COM258$7,018<0.1%+200+344.8%加碼歷史
CUZCousins Properties IncCOM NEW278$7,031<0.1%−2,880−91.2%減碼歷史
ONCBeOne Medicines Ltd.ADR32$7,039<0.1%+11+52.4%加碼歷史
VUZIVuzix CorpCOM NEW1,945$7,080<0.1%+1,945新進歷史
WABWestinghouse Air Brake Technologies CorpStock71$7,087<0.1%+10+16.4%加碼歷史
WisdomTree Tr97717W802ITL HIGH DIV FD200$7,174<0.1%+200新進–
HXLHexcel CorpCOM122$7,180<0.1%−65−34.8%減碼歷史
ZIMVZimVie Inc.Stock773$7,220<0.1%+756+4,447.1%加碼歷史
BANFBancfirst CorpCOM82$7,231<0.1%00.0%不變歷史
iShares Core MSCI Total International Stock ETF46432F834ETF125$7,235<0.1%00.0%不變–
GBXGreenbrier Companies IncStock216$7,242<0.1%−319−59.6%減碼歷史
iShares Tr46435G326CORE MSCI INTL131$7,333<0.1%00.0%不變–
State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853ETF199$7,357<0.1%+199新進–
BBTBeacon Financial CorpCOM246$7,365<0.1%00.0%不變歷史
NWNNorthwest Natural Holding CoCOM155$7,376<0.1%−82−34.6%減碼歷史
PDIPIMCO Dynamic Income FundSHS400$7,392<0.1%+400新進歷史
DRDDrdgold LtdSPON ADR REPSTG1,000$7,400<0.1%00.0%不變歷史
MGYMagnolia Oil & Gas CorpCL A316$7,410<0.1%+43+15.8%加碼歷史
ACHAccendra Health IncStock380$7,422<0.1%+380新進歷史
APPNAppian CorpCL A228$7,424<0.1%−250−52.3%減碼歷史
iShares Global Clean Energy ETF464288224ETF375$7,444<0.1%+360+2,400.0%加碼–
CENTCentral Garden & Pet CoCOM199$7,453<0.1%+199新進歷史
CVNACarvana Co.CL A1,584$7,508<0.1%+1,518+2,300.0%加碼歷史
COUPCoupa Software IncCOM95$7,521<0.1%+95新進歷史
HSKAHeska CorpCOM RESTRC NEW121$7,521<0.1%+121新進歷史
Invesco Exch Traded FD Tr II46138E784EMRNG MKT SVRG403$7,524<0.1%00.0%不變–
BILIBilibili Inc.SPONS ADS REP Z318$7,533<0.1%+278+695.0%加碼歷史
MCWMister Car Wash, Inc.COM820$7,569<0.1%−13,830−94.4%減碼歷史
BIRDSmartbird, Inc.COM CL A3,130$7,575<0.1%+3,130新進歷史
SLVMSylvamo CorpCOMMON STOCK156$7,580<0.1%+33+26.8%加碼歷史
Nushares ETF Tr67092P888NUVEEN ESG EMRGN298$7,581<0.1%−870−74.5%減碼–
TREELendingTree, Inc.COM356$7,593<0.1%+170+91.4%加碼歷史
WLDNWilldan Group, Inc.COM426$7,604<0.1%+426新進歷史
AOSSmith A O CorpCOM133$7,613<0.1%−69−34.2%減碼歷史
BILLBILL Holdings, Inc.Stock70$7,627<0.1%−1−1.4%減碼歷史
AFLAflac IncStock107$7,665<0.1%+1+0.9%加碼歷史
DBRGDigitalBridge Group, Inc.CL A NEW701$7,669<0.1%+649+1,248.1%加碼歷史
GTGoodyear Tire & Rubber CoCOM759$7,704<0.1%−3,930−83.8%減碼歷史
CMCCommercial Metals CoStock160$7,728<0.1%00.0%不變歷史
BNSBank of Nova ScotiaCOM158$7,739<0.1%+158新進歷史
AROCArchrock, Inc.COM862$7,741<0.1%−375−30.3%減碼歷史
DSUBlackRock Debt Strategies Fund, Inc.COM NEW843$7,756<0.1%+786+1,378.9%加碼歷史
YUMCYum China Holdings, Inc.COM142$7,760<0.1%−674−82.6%減碼歷史
AVYAvery Dennison CorpCOM43$7,783<0.1%00.0%不變歷史
KOSKosmos Energy Ltd.COM1,228$7,810<0.1%00.0%不變歷史
OXMOxford Industries IncCOM84$7,827<0.1%00.0%不變歷史
SWIMLatham Group, Inc.COM2,432$7,831<0.1%+2,432新進歷史
SPDR Series Trust78468R812ST STR MSCI USAQ71$7,832<0.1%00.0%不變–
CZRCaesars Entertainment, Inc.COM189$7,862<0.1%−219−53.7%減碼歷史
SMARSmartsheet IncCOM CL A200$7,872<0.1%+200新進歷史
IOSPInnospec Inc.COM77$7,920<0.1%−89−53.6%減碼歷史
KOFCoca Cola Femsa SAB de CVSPONS ADS REP117$7,942<0.1%+14+13.6%加碼歷史
ARRArmour Residential REIT, Inc.COM NEW1,415$7,967<0.1%+958+209.6%加碼歷史
Global X FDS37954Y657US PFD ETF413$8,000<0.1%00.0%不變–
TIMBTim S.A.SPONSORED ADR688$8,015<0.1%−164−19.2%減碼歷史
PLTRPalantir Technologies Inc.Stock1,250$8,025<0.1%+533+74.3%加碼歷史
RRCRange Resources CorpCOM321$8,031<0.1%00.0%不變歷史
BCBrunswick CorpCOM112$8,073<0.1%+17+17.9%加碼歷史
QSRRestaurant Brands International Inc.COM125$8,083<0.1%−8−6.0%減碼歷史
JLSNuveen Mortgage & Income FundCOM500$8,090<0.1%+500新進歷史
INVHInvitation Homes Inc.COM273$8,091<0.1%+89+48.4%加碼歷史
THCTenet Healthcare CorpCOM NEW166$8,099<0.1%+139+514.8%加碼歷史
AAMIAcadian Asset Management Inc.COM396$8,149<0.1%+396新進歷史
PPBIPacific Premier Bancorp IncCOM259$8,174<0.1%−303−53.9%減碼歷史
BECNQxo Building Products, Inc.COM155$8,182<0.1%00.0%不變歷史
DISHDISH Network CORPCL A583$8,185<0.1%+304+109.0%加碼歷史

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