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Livermore
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
HBIHanesbrands Inc.COM5,394$3.43 萬<0.1%+4,994+1,248.5%加碼歷史
INFYInfosys LtdSPONSORED ADR1,902$3.43 萬<0.1%+819+75.6%加碼歷史
UNVRUnivar Solutions Inc.COM1,075$3.42 萬<0.1%+1,075新進歷史
SRCSpirit Realty Capital, Inc.COM NEW854$3.41 萬<0.1%+854新進歷史
Capital Group Intl Focus EQT14019W109SHS CREAT UNIT1,625$3.38 萬<0.1%+217+15.4%加碼–
State Street Consumer Staples Select Sector SPDR ETF81369Y308ETF453$3.38 萬<0.1%+453新進–
FFIVF5, Inc.Stock235$3.37 萬<0.1%+84+55.6%加碼歷史
STRAStrategic Education, Inc.COM428$3.35 萬<0.1%−18−4.0%減碼歷史
CIVICivitas Resources, Inc.EQUITY US CM578$3.35 萬<0.1%−681−54.1%減碼歷史
iShares Russell 2000 Growth ETF464287648ETF156$3.35 萬<0.1%+156新進–
EPAMEPAM Systems, Inc.COM102$3.34 萬<0.1%−146−58.9%減碼歷史
Advisorshares Ranger Equity Bear ETF00768Y883CEF1,161$3.34 萬<0.1%+233+25.1%加碼–
HPPHudson Pacific Properties, Inc.COM3,424$3.33 萬<0.1%+1,864+119.5%加碼歷史
WIREEncore Wire CorpCOM242$3.33 萬<0.1%+71+41.5%加碼歷史
AITApplied Industrial Technologies IncCOM264$3.33 萬<0.1%00.0%不變歷史
DDDuPont de Nemours, Inc.COM485$3.33 萬<0.1%+73+17.7%加碼歷史
PSLVSprott Physical Silver TrustPHYSICAL SILVER4,028$3.32 萬<0.1%+4,028新進歷史
IVZInvesco Ltd.Stock1,844$3.32 萬<0.1%+1,027+125.7%加碼歷史
HEIHeico CorpCOM215$3.30 萬<0.1%+200+1,333.3%加碼歷史
DCIDonaldson Co IncStock561$3.30 萬<0.1%00.0%不變歷史
IDAIdacorp IncCOM305$3.29 萬<0.1%+305新進歷史
EPREpr PropertiesCOM SH BEN INT871$3.29 萬<0.1%+871新進歷史
TSLXSixth Street Specialty Lending, Inc.COM1,843$3.28 萬<0.1%+1,843新進歷史
iShares Tr464287689RUSSELL 3000 ETF148$3.27 萬<0.1%00.0%不變–
NTNXNutanix, Inc.Stock1,250$3.26 萬<0.1%+1,250新進歷史
SJISouth Jersey Industries IncCOM900$3.20 萬<0.1%+296+49.0%加碼歷史
ITGartner IncCOM95$3.19 萬<0.1%+25+35.7%加碼歷史
STMSTMicroelectronics N.V.NY REGISTRY896$3.19 萬<0.1%+542+153.1%加碼歷史
iShares Tr464288687PFD AND INCM SEC1,038$3.17 萬<0.1%−24,690−96.0%減碼–
DXCDXC Technology CoStock1,189$3.15 萬<0.1%00.0%不變歷史
CMICummins IncStock130$3.15 萬<0.1%+38+41.3%加碼歷史
SQMChemical & Mining Co of Chile IncSPON ADR SER B394$3.15 萬<0.1%−19−4.6%減碼歷史
AELAmerican National Group Inc.COM690$3.15 萬<0.1%00.0%不變歷史
HWCHancock Whitney CorpCOM650$3.15 萬<0.1%+21+3.3%加碼歷史
AKAMAkamai Technologies IncCOM373$3.14 萬<0.1%+156+71.9%加碼歷史
SONYSony Group CorpSPONSORED ADR412$3.14 萬<0.1%+48+13.2%加碼歷史
HOUSAnywhere Real Estate Inc.COM4,912$3.14 萬<0.1%+4,355+781.9%加碼歷史
PNWPinnacle West Capital CorpCOM411$3.13 萬<0.1%+231+128.3%加碼歷史
ALCAlcon IncStock454$3.11 萬<0.1%−659−59.2%減碼歷史
Clearway Energy, Inc.18539C105CL A1,037$3.10 萬<0.1%+1,037新進–
FOXFFox Factory Holding CorpCOM340$3.10 萬<0.1%+327+2,515.4%加碼歷史
TREXTrex Co IncCOM723$3.06 萬<0.1%+673+1,346.0%加碼歷史
CPBCAMPBELL'S CoCOM536$3.04 萬<0.1%00.0%不變歷史
INNSummit Hotel Properties, Inc.COM4,160$3.00 萬<0.1%+320+8.3%加碼歷史
MDCSekisui House U.S., Inc.COM949$3.00 萬<0.1%+825+665.3%加碼歷史
NWLNewell Brands Inc.Stock2,292$3.00 萬<0.1%+601+35.5%加碼歷史
URIUnited Rentals, Inc.COM84$2.99 萬<0.1%+26+44.8%加碼歷史
HTGCHercules Capital, Inc.COM2,252$2.98 萬<0.1%+2,252新進歷史
HUBGHub Group, Inc.CL A374$2.97 萬<0.1%+12+3.3%加碼歷史
Victory Portfolios II92647N873VCSHS US SMCP HG576$2.97 萬<0.1%+8+1.4%加碼–
First Tr Exchange Trad FD VI33739H101FST TR GLB FD1,205$2.95 萬<0.1%−405−25.2%減碼–
DRIDarden Restaurants IncCOM212$2.93 萬<0.1%+15+7.6%加碼歷史
AXTAAxalta Coating Systems Ltd.COM1,149$2.93 萬<0.1%00.0%不變歷史
Invesco Exchange Traded FD T46137V506DIVID ACHIEVEV800$2.92 萬<0.1%+800新進–
FNFFidelity National Financial, Inc.COM SHS772$2.90 萬<0.1%−2,167−73.7%減碼歷史
ESEEsco Technologies IncCOM331$2.90 萬<0.1%−16−4.6%減碼歷史
FULFuller H B CoStock404$2.89 萬<0.1%00.0%不變歷史
LPROOpen Lending CorpCOM4,247$2.87 萬<0.1%+3,776+801.7%加碼歷史
CROXCrocs, Inc.COM262$2.84 萬<0.1%+262新進歷史
SMBKSmartfinancial Inc.COM NEW1,032$2.84 萬<0.1%−6−0.6%減碼歷史
AZTAAzenta, Inc.COM485$2.82 萬<0.1%+370+321.7%加碼歷史
iShares Tr464287788U.S. FINLS ETF374$2.82 萬<0.1%+374新進–
MTRNMATERION CorpCOM322$2.82 萬<0.1%00.0%不變歷史
BCXBlackRock Resources & Commodities Strategy TrustSHS2,824$2.82 萬<0.1%+2,616+1,257.7%加碼歷史
WFGWest Fraser Timber Co., LtdCOM388$2.80 萬<0.1%−162−29.5%減碼歷史
EVGEaton Vance Short Duration Diversified Income FundCOM2,750$2.80 萬<0.1%+2,750新進歷史
ONBOld National BancorpStock1,542$2.77 萬<0.1%−61−3.8%減碼歷史
NVRNVR IncCOM6$2.77 萬<0.1%+2+50.0%加碼歷史
LNCLincoln National CorpCOM895$2.75 萬<0.1%+304+51.4%加碼歷史
SPXCSPX Technologies, Inc.COM416$2.73 萬<0.1%00.0%不變歷史
iShares Inc464286657MSCI BIC ETF794$2.73 萬<0.1%+794新進–
PBHPrestige Consumer Healthcare Inc.COM435$2.72 萬<0.1%00.0%不變歷史
ACAArcosa, Inc.COM501$2.72 萬<0.1%00.0%不變歷史
TGNATegna IncCOM1,267$2.68 萬<0.1%00.0%不變歷史
FETForum Energy Technologies, Inc.Common908$2.68 萬<0.1%00.0%不變歷史
PLXSPlexus CorpCOM260$2.68 萬<0.1%−25−8.8%減碼歷史
EWBCEast West Bancorp IncCOM404$2.67 萬<0.1%−47−10.4%減碼歷史
SWKStanley Black & Decker, Inc.COM355$2.67 萬<0.1%−97−21.5%減碼歷史
THSTreeHouse Foods, Inc.COM539$2.66 萬<0.1%−222−29.2%減碼歷史
MTHMeritage Homes CORPCOM287$2.65 萬<0.1%−491−63.1%減碼歷史
AINAlbany International CorpCL A267$2.63 萬<0.1%+9+3.5%加碼歷史
CNICanadian National Railway CoStock220$2.62 萬<0.1%00.0%不變歷史
SPDR Series Trust78464A607ST STR DOW REIT300$2.61 萬<0.1%+300新進–
MTDMettler Toledo International IncCOM18$2.60 萬<0.1%−17−48.6%減碼歷史
DALDelta Air Lines, Inc.COM NEW791$2.60 萬<0.1%−237−23.1%減碼歷史
MRTNMarten Transport LtdCOM1,310$2.59 萬<0.1%+1,170+835.7%加碼歷史
EQCEQC Liquidating TrustCOM SH BEN INT1,036$2.59 萬<0.1%+98+10.4%加碼歷史
NINisource Inc.COM931$2.55 萬<0.1%−317−25.4%減碼歷史
CMPCompass Minerals International IncStock623$2.55 萬<0.1%00.0%不變歷史
TDOCTeladoc Health, Inc.COM1,075$2.54 萬<0.1%+1,075新進歷史
Safehold Inc.45031U101COM3,300$2.52 萬<0.1%+3,163+2,308.8%加碼–
AGNTAGNT, Inc.COM2,270$2.52 萬<0.1%+2,270新進歷史
KIMKimco Realty CorpCOM1,178$2.50 萬<0.1%+801+212.5%加碼歷史
PZZAPapa Johns International IncStock303$2.49 萬<0.1%+303新進歷史
UHSUniversal Health Services IncCL B177$2.49 萬<0.1%−77−30.3%減碼歷史
SLMSLM CorpCOM1,500$2.49 萬<0.1%+1,500新進歷史
CDNSCadence Design Systems IncStock155$2.49 萬<0.1%−401−72.1%減碼歷史
NXSTNexstar Media Group, Inc.COMMON STOCK141$2.47 萬<0.1%−5−3.4%減碼歷史
First Rep BK San Francisco C33616C100COM202$2.46 萬<0.1%+46+29.5%加碼–
INVXInnovex International, Inc.COM906$2.46 萬<0.1%−333−26.9%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